SELECT SECTOR SPDR TRUST - XLI

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
PeakShares LLC History No change 14,537 2,692,689 2.0% 2.0% 1 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 12,665,769 2,346,080 0.15% 0.15% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 10,618,290 1,966,826 0.1% 0.1% 3 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 9,182,613 1,678,214 0.09% 0.09% 4 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 8,307,436 1,538,786 0.25% 0.25% 5 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 7,066,347 1,308,899 0.15% 0.15% 6 0 0.0% Q2 2026 Sep 02, 2026
GOLDMAN SACHS GROUP INC History No change 6,726,984 1,246,039 0.11% 0.11% 7 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 5,596,790 1,036,693 0.09% 0.09% 8 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 5,330,652 987,396 0.22% 0.22% 9 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 5,256,520 973,665 0.12% 0.12% 10 0 0.0% Q2 2026 Aug 13, 2026
Elliott Investment Management L.P. History No change 5,175,000 958,565 4.23% 4.23% 11 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 4,955,697 917,943 5.87% 5.87% 12 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 4,799,566 889,023 0.29% 0.29% 13 0 0.0% Q2 2026 Aug 03, 2026
Phoenix Financial Ltd. History No change 4,234,423 784,339 5.36% 5.36% 14 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 3,454,493 713,226 0.25% 0.25% 15 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 3,847,445 712,662 0.21% 0.21% 16 0 0.0% Q2 2026 Aug 04, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 3,592,360 665,412 2.6% 2.6% 17 0 0.0% Q2 2026 Aug 13, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 3,236,426 599,474 2.91% 2.91% 18 0 0.0% Q2 2026 Jul 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 3,092,529 572,829 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,864,517 530,594 0.13% 0.13% 20 0 0.0% Q2 2026 Sep 23, 2026
ROYAL BANK OF CANADA History No change 2,476,200 458,667 0.07% 0.07% 21 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 2,444,075 452,716 0.46% 0.46% 22 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 2,403,645 445,276 0.09% 0.09% 23 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,275,926 421,569 0.11% 0.11% 24 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 2,162,746 400,605 0.14% 0.14% 25 0 0.0% Q2 2026 Aug 14, 2026
Gates Capital Management, Inc. History No change 2,000,000 370,460 8.9% 8.9% 26 0 0.0% Q2 2026 Aug 14, 2026
Main Management ETF Advisors, LLC History No change 1,904,735 352,814 10.68% 10.68% 27 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 1,884,565 349,077 0.07% 0.07% 28 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 1,775,629 328,899 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,632,498 302,387 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 14, 2026
ING GROEP NV History No change 1,419,576 262,948 1.28% 1.28% 31 0 0.0% Q2 2026 Aug 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 1,359,335 251,789 1.06% 1.06% 32 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 1,320,000 244,503 0.34% 0.34% 33 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 1,311,071 242,849 3.04% 3.04% 34 0 0.0% Q2 2026 Aug 13, 2026
MEITAV INVESTMENT HOUSE LTD History No change 1,250,129 231,561 1.56% 1.56% 35 0 0.0% Q2 2026 Jul 20, 2026
Parallax Volatility Advisers, L.P. History No change 1,181,963 218,935 0.37% 0.37% 36 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,099,118 203,589 0.01% 0.01% 37 0 0.0% Q2 2026 Sep 22, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 1,050,000 194,491 2.73% 2.73% 38 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 1,000,000 185,230 0.22% 0.22% 39 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 845,410 156,595 0.12% 0.12% 40 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 748,610 138,732 0.16% 0.16% 41 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 717,105 132,829 0.21% 0.21% 42 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET SECURITIES (USA) INC. History No change 702,289 130,084 3.63% 3.63% 43 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 689,782 127,768 0.26% 0.26% 44 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 678,480 125,674 0.11% 0.11% 45 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 632,441 117,148 0.1% 0.1% 46 0 0.0% Q2 2026 Aug 12, 2026
Walleye Trading LLC History No change 625,812 115,919 0.13% 0.13% 47 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 578,586 107,171 0.16% 0.16% 48 0 0.0% Q2 2026 Aug 13, 2026
Clal Insurance Enterprises Holdings Ltd History No change 567,000 105,025 0.47% 0.47% 49 0 0.0% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History No change 538,815 99,804 0.39% 0.39% 50 0 0.0% Q2 2026 Aug 10, 2026
Schonfeld Strategic Advisors LLC History No change 513,422 95,101 0.34% 0.34% 51 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 477,535 88,453 0.14% 0.14% 52 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 460,313 85,263 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 449,863 83,328 0.12% 0.12% 54 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 443,464 82,142 1.09% 1.09% 55 0 0.0% Q2 2026 Jul 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 442,809 82,021 0.1% 0.1% 56 0 0.0% Q2 2026 Jul 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 414,229 76,727 0.09% 0.09% 57 0 0.0% Q2 2026 Aug 19, 2026
Janney Montgomery Scott LLC History No change 409,331 75,820 0.15% 0.15% 58 0 0.0% Q2 2026 Aug 05, 2026
PEAK6 LLC History No change 407,600 75,499 0.16% 0.16% 59 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 397,278 73,587 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 386,211 71,537 0.09% 0.09% 61 0 0.0% Q2 2026 Jul 28, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 386,190 71,533 0.09% 0.09% 62 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 370,646 68,654 0.31% 0.31% 63 0 0.0% Q2 2026 Jul 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 364,812 67,572 0.11% 0.11% 64 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 359,618 66,612 0.06% 0.06% 65 0 0.0% Q2 2026 Aug 05, 2026
TD ASSET MANAGEMENT INC History No change 352,600 65,312 0.06% 0.06% 66 0 0.0% Q2 2026 Aug 04, 2026
NATIXIS History No change 351,091 65,032 0.26% 0.26% 67 0 0.0% Q2 2026 Aug 13, 2026
J.Safra Asset Management Corp History No change 335,937 62,225 2.87% 2.87% 68 0 0.0% Q2 2026 Aug 06, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 335,833 62,206 1.35% 1.35% 69 0 0.0% Q2 2026 Jul 17, 2026
FACTORY MUTUAL INSURANCE CO History No change 332,380 61,566 0.58% 0.58% 70 0 0.0% Q2 2026 Jul 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 332,059 61,507 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 07, 2026
SRB CORP History No change 310,583 57,529 3.09% 3.09% 72 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 310,256 57,470 1.41% 1.41% 73 0 0.0% Q2 2026 Aug 11, 2026
Itau Unibanco Holding S.A. History No change 299,159 55,413 1.05% 1.05% 74 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 281,240 50,973 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 270,040 50,019 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 267,259 49,504 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 13, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 263,992 48,899 2.01% 2.01% 78 0 0.0% Q2 2026 Aug 05, 2026
KCM INVESTMENT ADVISORS LLC History No change 263,844 48,871 1.45% 1.45% 79 0 0.0% Q2 2026 Aug 13, 2026
GREENWOOD GEARHART LLC History No change 260,568 48,264 2.25% 2.25% 80 0 0.0% Q2 2026 Jul 24, 2026
Allianz Asset Management GmbH History No change 256,600 47,530 0.04% 0.04% 81 0 0.0% Q2 2026 Sep 02, 2026
Cerity Partners LLC History No change 251,043 46,500 0.06% 0.06% 82 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 246,400 45,640 0.6% 0.6% 83 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 243,147 45,038 0.07% 0.07% 84 0 0.0% Q2 2026 Aug 05, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 255,600 42,680 0.51% 0.3% 85 +122,904 92.62% Q3 2026 Oct 05, 2026
Horizon Wealth Management, LLC History No change 230,058 42,613 5.43% 5.43% 86 0 0.0% Q2 2026 Aug 06, 2026
AlphaStar Capital Management, LLC History No change 215,982 40,006 2.54% 2.54% 87 0 0.0% Q2 2026 Jul 30, 2026
Biltmore Wealth Management, LLC History No change 213,900 39,620 12.37% 12.37% 88 0 0.0% Q2 2026 Jul 21, 2026
Trek Financial, LLC History No change 213,832 39,608 1.97% 1.97% 89 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 212,312 39,326 0.4% 0.4% 90 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 209,301 38,769 0.45% 0.45% 91 0 0.0% Q2 2026 Aug 14, 2026
MKP Capital Management, L.L.C. History No change 207,500 38,435 1.04% 1.04% 92 0 0.0% Q2 2026 Aug 07, 2026
New Harbor Financial Group, LLC History No change 203,706 37,732 5.96% 5.96% 93 0 0.0% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History No change 202,997 37,601 0.23% 0.23% 94 0 0.0% Q2 2026 Jul 20, 2026
Squarepoint Ops LLC History No change 202,297 37,471 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 201,189 37,266 0.09% 0.09% 96 0 0.0% Q2 2026 Jul 27, 2026
MONEY CONCEPTS CAPITAL CORP History No change 200,680 37,171 1.72% 1.72% 97 0 0.0% Q2 2026 Aug 04, 2026
Rokos Capital Management LLP History No change 200,000 37,048 0.14% 0.14% 98 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 193,167 35,780 0.92% 0.92% 99 0 0.0% Q2 2026 Aug 14, 2026
Cavalier Investments, LLC History No change 192,489 35,654 1.48% 1.48% 100 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 190,731 35,329 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 187,772 34,781 0.04% 0.04% 102 0 0.0% Q2 2026 Aug 12, 2026
Point72 Asset Management, L.P. History No change 185,300 34,323 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 178,962 33,149 0.12% 0.12% 104 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 167,937 31,106 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 165,640 30,681 0.18% 0.18% 106 0 0.0% Q2 2026 Aug 17, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 160,828 29,790 1.81% 1.81% 107 0 0.0% Q2 2026 Jul 13, 2026
TD Waterhouse Canada Inc. History No change 161,630 29,640 0.08% 0.08% 108 0 0.0% Q2 2026 Jul 27, 2026
Trust Asset Management LLC History No change 344,214 29,598 4.08% 4.08% 109 0 0.0% Q2 2026 Jul 07, 2026
Modern Wealth Management, LLC History No change 158,546 29,367 0.35% 0.35% 110 0 0.0% Q2 2026 Aug 13, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 156,128 28,919 1.55% 1.55% 111 0 0.0% Q2 2026 Jul 15, 2026
Gerber Kawasaki Wealth & Investment Management History No change 155,894 28,875 0.77% 0.77% 112 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 153,803 28,488 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 13, 2026
Trilogy Capital Inc. History No change 153,796 28,487 1.11% 1.11% 114 0 0.0% Q2 2026 Jul 02, 2026
Bellwether Advisors, LLC History No change 152,772 28,297 4.19% 4.19% 115 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds Capital Management, LLC History No change 147,946 27,404 4.87% 4.87% 116 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 145,840 27,013 0.28% 0.28% 117 0 0.0% Q2 2026 Aug 03, 2026
Ayalon Insurance Comp Ltd. History No change 143,736 26,624 3.27% 3.27% 118 0 0.0% Q2 2026 Jul 13, 2026
Steward Partners Investment Advisory, LLC History No change 143,569 26,593 0.14% 0.14% 119 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 143,112 26,508 0.12% 0.12% 120 0 0.0% Q2 2026 Aug 03, 2026
Mariner, LLC History No change 142,256 26,350 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 140,658 26,067 0.11% 0.11% 122 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 138,817 25,713 0.63% 0.63% 123 0 0.0% Q2 2026 Jul 29, 2026
Concord Investment Counsel Inc. History No change 137,693 25,504 6.96% 6.96% 124 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 136,380 25,261 0.6% 0.6% 125 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 134,624 24,936 0.12% 0.12% 126 0 0.0% Q2 2026 Aug 13, 2026
NewSquare Capital LLC History No change 130,436 24,160 1.79% 1.79% 127 0 0.0% Q2 2026 Jul 28, 2026
Krilogy Financial LLC History No change 128,932 23,881 0.71% 0.71% 128 0 0.0% Q2 2026 Jul 27, 2026
Kestra Advisory Services, LLC History No change 128,857 23,868 0.08% 0.08% 129 0 0.0% Q2 2026 Jul 28, 2026
Swan Global Investments, LLC History No change 124,570 23,074 0.68% 0.68% 130 0 0.0% Q2 2026 Aug 11, 2026
Nelson Capital Management, LLC History No change 124,403 23,043 2.53% 2.53% 131 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisors, LLC History No change 123,692 22,911 0.3% 0.3% 132 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 121,925 22,584 0.48% 0.48% 133 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 121,409 22,488 0.17% 0.17% 134 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 118,356 21,923 0.14% 0.14% 135 0 0.0% Q2 2026 Aug 17, 2026
COUNTRY TRUST BANK History No change 118,086 21,873 0.38% 0.38% 136 0 0.0% Q2 2026 Jul 15, 2026
Round Rock Advisors LLC History No change 116,373 21,555 2.78% 2.78% 137 0 0.0% Q2 2026 Aug 12, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 116,155 21,515 2.66% 2.66% 138 0 0.0% Q2 2026 Aug 05, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 116,480 21,357 4.49% 4.49% 139 0 0.0% Q2 2026 Jul 15, 2026
Strategic Point Investment Advisors, LLC History No change 114,740 21,253 2.77% 2.77% 140 0 0.0% Q2 2026 Jul 08, 2026
Horizon Investments, LLC History No change 114,613 21,229 0.23% 0.23% 141 0 0.0% Q2 2026 Aug 13, 2026
IMZ Advisory Inc History No change 110,817 20,526 6.5% 6.5% 142 0 0.0% Q2 2026 Jul 07, 2026
Corient Private Wealth LP History No change 109,341 20,253 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 27, 2026
FIRST INTERSTATE BANK History No change 107,075 19,833 1.03% 1.03% 144 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 104,635 19,381 0.23% 0.23% 145 0 0.0% Q2 2026 Aug 18, 2026
MAI Capital Management History No change 100,157 18,552 0.07% 0.07% 146 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 100,116 18,544 0.37% 0.37% 147 0 0.0% Q2 2026 Jul 30, 2026
Spire Wealth Management History No change 99,489 18,428 0.56% 0.56% 148 0 0.0% Q2 2026 Jul 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 97,416 18,044 0.92% 0.92% 149 0 0.0% Q2 2026 Jul 31, 2026
J.W. COLE ADVISORS, INC. History No change 94,440 17,493 0.3% 0.3% 150 0 0.0% Q2 2026 Jul 21, 2026
NewEdge Advisors, LLC History No change 93,540 17,326 0.05% 0.05% 151 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 92,168 17,072 0.15% 0.15% 152 0 0.0% Q2 2026 Jul 27, 2026
MARTIN & CO INC /TN/ History No change 90,612 16,783 2.62% 2.62% 153 0 0.0% Q2 2026 Aug 12, 2026
Royal Fund Management, LLC History No change 88,935 16,473 1.37% 1.37% 154 0 0.0% Q2 2026 Jul 20, 2026
Chicago Wealth Management, Inc. History No change 88,271 16,350 5.8% 5.8% 155 0 0.0% Q2 2026 Aug 11, 2026
Stillwater Capital Advisors, LLC History No change 88,077 16,314 1.66% 1.66% 156 0 0.0% Q2 2026 Jul 23, 2026
HighPoint Advisor Group LLC History No change 86,309 15,987 0.56% 0.56% 157 0 0.0% Q2 2026 Aug 05, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 85,629 15,861 0.05% 0.05% 158 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 85,447 15,827 0.14% 0.14% 159 0 0.0% Q2 2026 Jul 24, 2026
Waverly Advisors, LLC History No change 85,201 15,781 0.09% 0.09% 160 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 85,108 15,764 0.06% 0.06% 161 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 84,635 15,677 0.13% 0.13% 162 0 0.0% Q2 2026 Aug 06, 2026
Bluespring Wealth Management, LLC History No change 84,078 15,573 0.3% 0.3% 163 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 83,392 15,564 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 14, 2026
TTP Investments, Inc. History No change 83,546 15,475 6.28% 6.28% 165 0 0.0% Q2 2026 Jul 14, 2026
Tamar Securities, LLC History No change 83,367 15,442 1.44% 1.44% 166 0 0.0% Q2 2026 Aug 05, 2026
HRT FINANCIAL LP History No change 82,667 15,312 0.03% 0.03% 167 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 82,260 15,237 1.02% 1.02% 168 0 0.0% Q2 2026 Aug 05, 2026
FORBES J M & CO LLP History No change 82,117 15,210 1.2% 1.2% 169 0 0.0% Q2 2026 Jul 20, 2026
NTV ASSET MANAGEMENT LLC History No change 80,316 14,877 1.46% 1.46% 170 0 0.0% Q2 2026 Aug 05, 2026
JMAC ENTERPRISES LLC History No change 77,293 14,317 2.41% 2.41% 171 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 76,173 14,109 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 75,745 14,020 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 10, 2026
Meiji Yasuda Life Insurance Co History No change 75,641 14,010 0.46% 0.46% 174 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 75,592 14,001 0.03% 0.03% 175 0 0.0% Q2 2026 Aug 14, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 75,600 13,998 0.3% 0.3% 176 0 0.0% Q2 2026 Aug 11, 2026
AAFMAA Wealth Management & Trust LLC History No change 75,461 13,977 4.88% 4.88% 177 0 0.0% Q2 2026 Jul 08, 2026
Baird Financial Group, Inc. History No change 75,272 13,942 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 12, 2026
Advisory Services Network, LLC History No change 74,081 13,722 0.16% 0.16% 179 0 0.0% Q2 2026 Aug 12, 2026
Advisors Preferred, LLC History No change 74,145 13,636 2.11% 2.11% 180 0 0.0% Q2 2026 Aug 11, 2026
Dakota Wealth Management History No change 73,596 13,632 0.26% 0.26% 181 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 71,332 13,212 0.07% 0.07% 182 0 0.0% Q2 2026 Jul 17, 2026
StoneX Group Inc. History No change 70,924 13,101 0.53% 0.53% 183 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 70,393 13,038 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 13, 2026
Rothschild Capital Partners, LLC History No change 70,030 12,971 2.78% 2.78% 185 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 69,980 12,962 0.08% 0.08% 186 0 0.0% Q2 2026 Sep 08, 2026
Gladstone Institutional Advisory LLC History No change 69,815 12,931 0.41% 0.41% 187 0 0.0% Q2 2026 Jul 27, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 68,748 12,709 0.08% 0.08% 188 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 68,519 12,691 0.19% 0.19% 189 0 0.0% Q2 2026 Aug 06, 2026
Summit Trail Advisors, LLC History No change 68,481 12,684 0.16% 0.16% 190 0 0.0% Q2 2026 Aug 11, 2026
OLD NATIONAL BANCORP /IN/ History No change 67,809 12,560 0.25% 0.25% 191 0 0.0% Q2 2026 Jul 15, 2026
Intrua Financial, LLC History No change 67,543 12,511 1.15% 1.15% 192 0 0.0% Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History No change 67,399 12,484 0.06% 0.06% 193 0 0.0% Q2 2026 Aug 18, 2026
TRITONPOINT WEALTH, LLC History No change 66,681 12,351 1.21% 1.21% 194 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 66,681 12,351 1.02% 1.02% 195 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 66,240 12,269 0.22% 0.22% 196 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 66,204 12,263 0.36% 0.36% 197 0 0.0% Q2 2026 Jul 06, 2026
OPPENHEIMER & CO INC History No change 62,338 11,546 0.12% 0.12% 198 0 0.0% Q2 2026 Aug 03, 2026
Opal Wealth Advisors, LLC History No change 62,150 11,512 2.49% 2.49% 199 0 0.0% Q2 2026 Jul 20, 2026
LYELL WEALTH MANAGEMENT, LP History No change 61,942 11,473 0.7% 0.7% 200 0 0.0% Q2 2026 Aug 05, 2026
Sharper & Granite LLC History No change 61,921 11,469 3.55% 3.55% 201 0 0.0% Q2 2026 Jul 16, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 61,085 11,314 0.05% 0.05% 202 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 78,077 11,188 0.02% 0.02% 203 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Advisors, LLC History No change 60,147 11,141 2.85% 2.85% 204 0 0.0% Q2 2026 Aug 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 59,993 11,112 0.05% 0.05% 205 0 0.0% Q2 2026 Aug 13, 2026
Keystone Global Partners, LLC History No change 59,995 11,112 4.2% 4.2% 206 0 0.0% Q2 2026 Jul 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 59,454 11,011 0.31% 0.31% 207 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 59,425 11,007 0.02% 0.02% 208 0 0.0% Q2 2026 Jul 30, 2026
AQR CAPITAL MANAGEMENT LLC History No change 58,848 10,900 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
Vanderbilt University History No change 58,760 10,884 1.49% 1.49% 210 0 0.0% Q2 2026 Jul 22, 2026
TRUST CO OF OKLAHOMA History No change 58,620 10,858 2.79% 2.79% 211 0 0.0% Q2 2026 Jul 14, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 58,586 10,851 1.28% 1.28% 212 0 0.0% Q2 2026 Aug 14, 2026
Busey Bank History No change 58,546 10,844 0.26% 0.26% 213 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 58,790 10,828 0.89% 0.89% 214 0 0.0% Q2 2026 Aug 07, 2026
Shira Ridge Wealth Management History No change 57,580 10,665 3.72% 3.72% 215 0 0.0% Q2 2026 Jul 09, 2026
CENTAURUS FINANCIAL, INC. History No change 57,064 10,570 0.41% 0.41% 216 0 0.0% Q2 2026 Aug 17, 2026
INNEALTA CAPITAL, LLC History No change 56,457 10,457 5.58% 5.58% 217 0 0.0% Q2 2026 Aug 04, 2026
Compass Wealth Management, LLC/GA History No change 56,252 10,419 4.15% 4.15% 218 0 0.0% Q2 2026 Jul 21, 2026
Lido Advisors, LLC History No change 55,868 10,348 0.03% 0.03% 219 0 0.0% Q2 2026 Aug 07, 2026
Allspring Global Investments Holdings, LLC History No change 55,784 10,228 0.02% 0.02% 220 0 0.0% Q2 2026 Aug 13, 2026
SIG BROKERAGE, LP History No change 54,681 10,128 0.2% 0.2% 221 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 54,566 10,107 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 13, 2026
Vickerman Investment Advisors, Inc. History No change 54,477 10,090 1.96% 1.96% 223 0 0.0% Q2 2026 Aug 13, 2026
Chevy Chase Trust Holdings, LLC History No change 54,303 10,058 0.03% 0.03% 224 0 0.0% Q2 2026 Aug 14, 2026
Polymer Capital Management (HK) LTD History No change 53,900 9,983 0.51% 0.51% 225 0 0.0% Q2 2026 Aug 12, 2026
ATLAS CAPITAL ADVISORS INC. History No change 53,101 9,836 1.08% 1.08% 226 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 53,017 9,817 0.08% 0.08% 227 0 0.0% Q2 2026 Jul 17, 2026
Macro Advisors, Inc. History No change 52,940 9,806 3.13% 3.13% 228 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 52,921 9,802 0.18% 0.18% 229 0 0.0% Q2 2026 Jul 15, 2026
IFG Advisory, LLC History No change 52,321 9,691 0.34% 0.34% 230 0 0.0% Q2 2026 Aug 13, 2026
FLOW TRADERS U.S. LLC History No change 52,282 9,684 0.4% 0.4% 231 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 52,096 9,649 0.2% 0.2% 232 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 51,903 9,613 0.18% 0.18% 233 0 0.0% Q2 2026 Aug 12, 2026
Reyes Financial Architecture, Inc. History No change 51,686 9,573 5.36% 5.36% 234 0 0.0% Q2 2026 Jul 16, 2026
PRUDENTIAL PLC History No change 51,560 9,550 0.05% 0.05% 235 0 0.0% Q2 2026 Aug 13, 2026
Bulltick Wealth Management, LLC History No change 51,428 9,526 1.94% 1.94% 236 0 0.0% Q2 2026 Jul 30, 2026
Ocean Park Asset Management, LLC History No change 50,934 9,434 0.45% 0.45% 237 0 0.0% Q2 2026 Jul 09, 2026
Norris Financial Group, LLC History No change 50,676 9,386 3.74% 3.74% 238 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial, LLC History No change 50,031 9,267 0.1% 0.1% 239 0 0.0% Q2 2026 Aug 12, 2026
Quadrature Capital Ltd History No change 49,881 9,239 0.08% 0.08% 240 0 0.0% Q2 2026 Aug 06, 2026
ELCO Management Co., LLC History No change 49,800 9,224 3.98% 3.98% 241 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 49,620 9,191 0.09% 0.09% 242 0 0.0% Q2 2026 Jul 15, 2026
Atria Investments, Inc History No change 49,001 9,076 0.09% 0.09% 243 0 0.0% Q2 2026 Jul 28, 2026
SAGE RHINO CAPITAL LLC History No change 48,852 9,048 1.47% 1.47% 244 0 0.0% Q2 2026 Aug 03, 2026
Clarity Financial LLC History No change 48,144 8,917 0.76% 0.76% 245 0 0.0% Q2 2026 Jul 20, 2026
Fairvoy Private Wealth, LLC History No change 47,942 8,880 1.79% 1.79% 246 0 0.0% Q2 2026 Jul 17, 2026
Merit Financial Group, LLC History No change 47,895 8,871 0.05% 0.05% 247 0 0.0% Q2 2026 Jul 20, 2026
TOTH FINANCIAL ADVISORY CORP History No change 47,647 8,825 0.86% 0.86% 248 0 0.0% Q2 2026 Jul 14, 2026
Walleye Capital LLC History No change 47,591 8,815 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 03, 2026
BURNS J W & CO INC/NY History No change 47,485 8,795 0.92% 0.92% 250 0 0.0% Q2 2026 Jul 15, 2026
AlphaCore Capital LLC History No change 47,214 8,745 0.16% 0.16% 251 0 0.0% Q2 2026 Aug 06, 2026
THOR TRADING ADVISORS, LLC History No change 46,889 8,685 2.73% 2.73% 252 0 0.0% Q2 2026 Aug 12, 2026
Essex LLC History No change 46,631 8,637 1.31% 1.31% 253 0 0.0% Q2 2026 Jul 24, 2026
3EDGE Asset Management, LP History No change 46,488 8,610 0.38% 0.38% 254 0 0.0% Q2 2026 Jul 27, 2026
Financial Sense Advisors, Inc. History No change 46,241 8,565 1.68% 1.68% 255 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 46,079 8,535 0.21% 0.21% 256 0 0.0% Q2 2026 Aug 07, 2026
Sollinda Capital Management LLC History No change 46,069 8,533 1.82% 1.82% 257 0 0.0% Q2 2026 Aug 05, 2026
Rye Brook Capital LLC History No change 45,770 8,478 5.95% 5.95% 258 0 0.0% Q2 2026 Jul 20, 2026
PATTEN & PATTEN INC/TN History No change 44,903 8,317 0.44% 0.44% 259 0 0.0% Q2 2026 Aug 05, 2026
GROUP ONE TRADING LLC History No change 44,848 8,307 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 44,777 8,294 0.08% 0.08% 261 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 44,315 8,208 0.05% 0.05% 262 0 0.0% Q2 2026 Aug 10, 2026
BANK HAPOALIM BM History No change 43,771 8,108 0.54% 0.54% 263 0 0.0% Q2 2026 Aug 05, 2026
Institute for Wealth Management, LLC. History No change 43,753 8,104 0.72% 0.72% 264 0 0.0% Q2 2026 Jul 28, 2026
TOP Private Wealth LLC. History No change 43,178 7,997 7.67% 7.67% 265 0 0.0% Q2 2026 Aug 13, 2026
Financial Enhancement Group LLC History No change 42,290 7,833 0.93% 0.93% 266 0 0.0% Q2 2026 Jul 07, 2026
CAMPBELL CAPITAL MANAGEMENT INC History No change 41,979 7,775 2.79% 2.79% 267 0 0.0% Q2 2026 Jul 21, 2026
RFG Advisory, LLC History No change 41,772 7,737 0.12% 0.12% 268 0 0.0% Q2 2026 Jul 15, 2026
HANCOCK WHITNEY CORP History No change 40,839 7,564 0.13% 0.13% 269 0 0.0% Q2 2026 Aug 14, 2026
Wealth Advisory Solutions, LLC History No change 40,766 7,551 1.55% 1.55% 270 0 0.0% Q2 2026 Jul 24, 2026
FORONJY FINANCIAL LLC History No change 40,755 7,548 2.77% 2.77% 271 0 0.0% Q2 2026 Jul 23, 2026
Canton Hathaway, LLC History No change 40,518 7,505 1.44% 1.44% 272 0 0.0% Q2 2026 Aug 05, 2026
Relyea Zuckerberg Hanson LLC History No change 40,511 7,503 0.63% 0.63% 273 0 0.0% Q2 2026 Jul 16, 2026
HARBOUR INVESTMENTS, INC. History No change 40,380 7,479 0.1% 0.1% 274 0 0.0% Q2 2026 Aug 12, 2026
Premier Path Wealth Partners, LLC History No change 40,279 7,460 0.86% 0.86% 275 0 0.0% Q2 2026 Jul 21, 2026
Signal Advisors Wealth, LLC History No change 40,257 7,456 0.38% 0.38% 276 0 0.0% Q2 2026 Aug 04, 2026
Main Management LLC History No change 40,232 7,452 0.5% 0.5% 277 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 40,000 7,409 0.02% 0.02% 278 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Capital Management, LLC History No change 39,995 7,408 1.79% 1.79% 279 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Group, LLC History No change 39,858 7,382 0.44% 0.44% 280 0 0.0% Q2 2026 Jul 27, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History No change 39,582 7,331 6.12% 6.12% 281 0 0.0% Q2 2026 Jul 22, 2026
CUMBERLAND ADVISORS INC History No change 39,441 7,305 2.57% 2.57% 282 0 0.0% Q2 2026 Jul 21, 2026
Magnus Financial Group LLC History No change 39,413 7,300 0.52% 0.52% 283 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 39,352 7,292 0.11% 0.11% 284 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 39,367 7,291 0.15% 0.15% 285 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 39,260 7,272 0.07% 0.07% 286 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 39,243 7,268 0.08% 0.08% 287 0 0.0% Q2 2026 Aug 03, 2026
Orange Investment Advisors, Inc. History No change 39,192 7,259 0.88% 0.88% 288 0 0.0% Q2 2026 Jul 21, 2026
Massachusetts Wealth Management History No change 39,169 7,255 2.76% 2.76% 289 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 38,829 7,192 0.04% 0.04% 290 0 0.0% Q2 2026 Jul 13, 2026
Simmons Bank History No change 38,667 7,162 0.41% 0.41% 291 0 0.0% Q2 2026 Jul 31, 2026
Western Wealth Management, LLC History No change 38,228 7,080 0.23% 0.23% 292 0 0.0% Q2 2026 Aug 14, 2026
Client First Capital LLC History No change 38,009 7,040 2.8% 2.8% 293 0 0.0% Q2 2026 Jul 10, 2026
Stockman Wealth Management, Inc. History No change 37,655 6,974 0.72% 0.72% 294 0 0.0% Q2 2026 Aug 11, 2026
PRAIRIE ADVISORY, LLC History No change 37,632 6,970 1.63% 1.63% 295 0 0.0% Q2 2026 Jul 20, 2026
Prosperity Consulting Group, LLC History No change 37,623 6,968 0.26% 0.26% 296 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 37,133 6,878 0.08% 0.08% 297 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 37,106 6,873 0.12% 0.12% 298 0 0.0% Q2 2026 Jul 20, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 36,671 6,792 5.19% 5.19% 299 0 0.0% Q2 2026 Jul 27, 2026
One Wealth Map LLC History No change 38,366 6,777 3.08% 3.08% 300 0 0.0% Q2 2026 Jul 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 35,072 6,499 0.04% 0.04% 301 0 0.0% Q2 2026 Aug 14, 2026
Arch Global Advisors, LLC History No change 35,091 6,499 2.88% 2.88% 302 0 0.0% Q2 2026 Aug 11, 2026
Crescent Grove Advisors, LLC History No change 34,723 6,431 0.54% 0.54% 303 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS ADVISORS, LLC History No change 34,629 6,414 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 14, 2026
Sage Capital Advisors,llc History No change 34,605 6,409 1.33% 1.33% 305 0 0.0% Q2 2026 Jul 09, 2026
Envestnet Portfolio Solutions, Inc. History No change 34,594 6,407 0.03% 0.03% 306 0 0.0% Q2 2026 Sep 23, 2026
Virtu Financial LLC History No change 34,521 6,394 0.2% 0.2% 307 0 0.0% Q2 2026 Aug 13, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 34,207 6,336 0.43% 0.43% 308 0 0.0% Q2 2026 Jul 20, 2026
Harbour Trust & Investment Management Co History No change 33,406 6,187 0.6% 0.6% 309 0 0.0% Q2 2026 Jul 28, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 33,654 6,150 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 33,139 6,138 0.03% 0.03% 311 0 0.0% Q2 2026 Aug 10, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 33,121 6,135 2.84% 2.84% 312 0 0.0% Q2 2026 Jul 10, 2026
NorthRock Partners, LLC History No change 32,871 6,088 0.09% 0.09% 313 0 0.0% Q2 2026 Aug 11, 2026
Proficio Capital Partners LLC History No change 32,870 6,088 0.22% 0.22% 314 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 32,828 6,080 0.07% 0.07% 315 0 0.0% Q2 2026 Aug 04, 2026
Union Bancaire Privee, UBP SA History No change 33,250 6,076 0.07% 0.07% 316 0 0.0% Q2 2026 Jul 16, 2026
Tidal Investments LLC History No change 32,541 6,027 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 32,400 6,001 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 14, 2026
Estate Counselors, LLC History No change 32,311 5,984 0.51% 0.51% 319 0 0.0% Q2 2026 Aug 07, 2026
Rehmann Capital Advisory Group History No change 31,977 5,923 0.27% 0.27% 320 0 0.0% Q2 2026 Aug 20, 2026
McCollum Christoferson Group LLC History No change 31,767 5,884 1.73% 1.73% 321 0 0.0% Q2 2026 Jul 13, 2026
Shay Capital LLC History No change 31,100 5,760 0.37% 0.37% 322 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 31,010 5,743 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 11, 2026
CMH Wealth Management LLC History No change 31,001 5,742 0.88% 0.88% 324 0 0.0% Q2 2026 Jul 09, 2026
Cresset Asset Management, LLC History No change 30,836 5,711 0.02% 0.02% 325 0 0.0% Q2 2026 Aug 14, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History No change 30,918 5,599 2.37% 2.37% 326 0 0.0% Q2 2026 Jul 14, 2026
GUERRA PAN ADVISORS, LLC History No change 29,956 5,548 3.1% 3.1% 327 0 0.0% Q2 2026 Aug 12, 2026
Granite Harbor Advisors, Inc. History No change 29,479 5,460 2.16% 2.16% 328 0 0.0% Q2 2026 Jul 31, 2026
Mutual Advisors, LLC History No change 29,375 5,441 0.1% 0.1% 329 0 0.0% Q2 2026 Aug 14, 2026
Centennial Bank/AR/ History No change 29,271 5,421 1.74% 1.74% 330 0 0.0% Q2 2026 Aug 10, 2026
Allred Capital Management, LLC History No change 29,256 5,418 1.78% 1.78% 331 0 0.0% Q2 2026 Aug 12, 2026
Cooksen Wealth, LLC History No change 29,089 5,388 3.4% 3.4% 332 0 0.0% Q2 2026 Jul 30, 2026
Apollon Financial, LLC History No change 28,893 5,351 0.63% 0.63% 333 0 0.0% Q2 2026 Jul 22, 2026
Algorithmic Investment Models, LLC History No change 28,883 5,349 6.19% 6.19% 334 0 0.0% Q2 2026 Aug 07, 2026
TCV Trust & Wealth Management, Inc. History No change 28,768 5,328 0.4% 0.4% 335 0 0.0% Q2 2026 Jul 24, 2026
Measured Wealth Private Client Group, LLC History No change 28,757 5,326 1.29% 1.29% 336 0 0.0% Q2 2026 Aug 10, 2026
Perennial Investment Advisors, LLC History No change 28,750 5,324 0.35% 0.35% 337 0 0.0% Q2 2026 Aug 14, 2026
LightSquare Wealth Management, LLC History No change 28,662 5,309 3.66% 3.66% 338 0 0.0% Q2 2026 Aug 03, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 31,653 5,285 1.24% 1.37% 339 +1,129 3.7% Q3 2026 Oct 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 32,648 5,280 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Group, LLC History No change 28,484 5,276 0.41% 0.41% 341 0 0.0% Q2 2026 Aug 10, 2026
SPINNAKER TRUST History No change 28,438 5,267 0.26% 0.26% 342 0 0.0% Q2 2026 Aug 03, 2026
TUCKER ASSET MANAGEMENT LLC History No change 28,422 5,264 1.3% 1.3% 343 0 0.0% Q2 2026 Aug 27, 2026
Arkadios Wealth Advisors History No change 28,081 5,201 0.08% 0.08% 344 0 0.0% Q2 2026 Aug 10, 2026
VICTORY FINANCIAL GROUP, LLC History No change 27,925 5,172 0.54% 0.54% 345 0 0.0% Q2 2026 Jul 28, 2026
Maxele Advisors, LLC History No change 27,900 5,167 3.61% 3.61% 346 0 0.0% Q2 2026 Aug 14, 2026
Capital Wealth Planning, LLC History No change 27,889 5,165 0.03% 0.03% 347 0 0.0% Q2 2026 Aug 14, 2026
VISIONARY HORIZONS, LLC History No change 27,361 5,068 2.12% 2.12% 348 0 0.0% Q2 2026 Jul 16, 2026
Snowden Capital Advisors LLC History No change 27,265 5,050 0.12% 0.12% 349 0 0.0% Q2 2026 Aug 13, 2026
Howard Capital Management Group, LLC History No change 27,239 5,045 0.31% 0.31% 350 0 0.0% Q2 2026 Jul 16, 2026
Strategic Financial Partners, Ltd. History No change 27,227 5,043 1.9% 1.9% 351 0 0.0% Q2 2026 Aug 03, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History No change 27,124 5,024 3.38% 3.38% 352 0 0.0% Q2 2026 Jul 10, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 27,014 5,004 0.1% 0.1% 353 0 0.0% Q2 2026 Aug 11, 2026
Arrow Investment Advisors, LLC History No change 26,996 5,000 4.84% 4.84% 354 0 0.0% Q2 2026 Aug 04, 2026
Fairfield Financial Advisors, LTD History No change 26,954 4,992 1.97% 1.97% 355 0 0.0% Q2 2026 Aug 11, 2026
AMG National Trust Bank History No change 26,693 4,943 0.1% 0.1% 356 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 26,130 4,840 0.25% 0.25% 357 0 0.0% Q2 2026 Aug 14, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 26,122 4,838 1.04% 1.04% 358 0 0.0% Q2 2026 Jul 22, 2026
Prime Capital Investment Advisors, LLC History No change 26,075 4,829 0.05% 0.05% 359 0 0.0% Q2 2026 Aug 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 26,000 4,815 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 14, 2026
Teamwork Financial Advisors, LLC History No change 25,782 4,775 0.43% 0.43% 361 0 0.0% Q2 2026 Jul 08, 2026
High Note Wealth, LLC History No change 25,305 4,687 0.8% 0.8% 362 0 0.0% Q2 2026 Jul 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 25,278 4,682 0.18% 0.18% 363 0 0.0% Q2 2026 Jul 22, 2026
Vivid Wealth Management, LLC History No change 25,133 4,655 1.64% 1.64% 364 0 0.0% Q2 2026 Jul 28, 2026
BANK OF NOVA SCOTIA History No change 24,980 4,627 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 12, 2026
SageGuard Financial Group, LLC History No change 24,981 4,627 0.65% 0.65% 366 0 0.0% Q2 2026 Jul 27, 2026
WealthBridge Capital Management, LLC History No change 24,963 4,623 0.92% 0.92% 367 0 0.0% Q2 2026 Jul 24, 2026
Shelter Rock Management, LLC History No change 24,944 4,620 4.48% 4.48% 368 0 0.0% Q2 2026 Jul 10, 2026
Vectors Research Management, LLC History No change 24,648 4,565 1.19% 1.19% 369 0 0.0% Q2 2026 Jul 29, 2026
Intrepid Financial Planning Group LLC History No change 24,615 4,559 1.55% 1.55% 370 0 0.0% Q2 2026 Aug 12, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 24,200 4,482 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 13, 2026
Certified Advisory Corp History No change 24,163 4,475 0.36% 0.36% 372 0 0.0% Q2 2026 Jul 16, 2026
HB Wealth Management, LLC History No change 24,111 4,466 0.03% 0.03% 373 0 0.0% Q2 2026 Jul 29, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 24,006 4,446 2.04% 2.04% 374 0 0.0% Q2 2026 Aug 13, 2026
West Financial Advisors, LLC History No change 23,895 4,426 0.67% 0.67% 375 0 0.0% Q2 2026 Jul 08, 2026
FIRST MERCHANTS CORP History No change 23,867 4,420 0.16% 0.16% 376 0 0.0% Q2 2026 Jul 15, 2026
WealthCare Investment Partners, LLC History No change 23,736 4,396 1.07% 1.07% 377 0 0.0% Q2 2026 Aug 10, 2026
Choate Investment Advisors History No change 23,727 4,394 0.08% 0.08% 378 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 23,704 4,390 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 13, 2026
Dorsey Wright & Associates History No change 23,682 4,386 0.74% 0.74% 380 0 0.0% Q2 2026 Aug 06, 2026
Clarus Wealth Advisors History No change 24,203 4,366 1.68% 1.68% 381 0 0.0% Q2 2026 Jul 09, 2026
Geneos Wealth Management Inc. History No change 23,525 4,357 0.09% 0.09% 382 0 0.0% Q2 2026 Aug 06, 2026
10Elms LLP History No change 23,507 4,354 1.84% 1.84% 383 0 0.0% Q2 2026 Aug 14, 2026
Volterra Technologies LP History No change 23,009 4,261 0.61% 0.61% 384 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 22,947 4,250 0.01% 0.01% 385 0 0.0% Q2 2026 Jul 28, 2026
Innova Wealth Partners History No change 22,937 4,248 1.74% 1.74% 386 0 0.0% Q2 2026 Jul 15, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 23,700 4,238 1.37% 1.37% 387 0 0.0% Q2 2026 Jul 23, 2026
COURIER CAPITAL LLC History No change 22,630 4,191 0.21% 0.21% 388 0 0.0% Q2 2026 Jul 16, 2026
Avior Wealth Management, LLC History No change 22,621 4,190 0.11% 0.11% 389 0 0.0% Q2 2026 Jul 07, 2026
FIRST TRUST ADVISORS LP History No change 22,602 4,186 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 11, 2026
January Capital Advisors LLC History No change 22,556 4,178 3.49% 3.49% 391 0 0.0% Q2 2026 Aug 25, 2026
Waldron Private Wealth LLC History No change 22,384 4,146 0.14% 0.14% 392 0 0.0% Q2 2026 Jul 20, 2026
Madison Park Capital Advisors, LLC History No change 79,707 4,132 2.94% 2.94% 393 0 0.0% Q2 2026 Jul 07, 2026
Mechanics Bank Trust Department History No change 22,194 4,110 0.51% 0.51% 394 0 0.0% Q2 2026 Jul 07, 2026
Wall Street Financial Group, Inc. History No change 22,191 4,110 2.2% 2.2% 395 0 0.0% Q2 2026 Jul 13, 2026
World Investment Advisors History No change 23,072 4,102 0.07% 0.07% 396 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 22,115 4,096 0.07% 0.07% 397 0 0.0% Q2 2026 Jul 14, 2026
Sowell Financial Services LLC History No change 22,073 4,088 0.13% 0.13% 398 0 0.0% Q2 2026 Jul 17, 2026
TAIYO LIFE INSURANCE CO History No change 22,000 4,075 0.37% 0.37% 399 0 0.0% Q2 2026 Jul 27, 2026
Value Investment Professionals, LLC History No change 21,745 4,027 3.39% 3.39% 400 0 0.0% Q2 2026 Jul 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 21,578 3,996 0.06% 0.06% 401 0 0.0% Q2 2026 Jul 28, 2026
First Western Trust Bank History No change 21,021 3,893 0.19% 0.19% 402 0 0.0% Q2 2026 Jul 29, 2026
Penserra Capital Management LLC History No change 20,958 3,882 0.03% 0.03% 403 0 0.0% Q2 2026 Aug 13, 2026
Zullo Investment Group, Inc. History No change 20,943 3,879 1.32% 1.32% 404 0 0.0% Q2 2026 Jul 31, 2026
CHANNEL WEALTH LLC History No change 20,932 3,877 0.87% 0.87% 405 0 0.0% Q2 2026 Aug 04, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 20,869 3,865 0.96% 0.96% 406 0 0.0% Q2 2026 Jul 10, 2026
REGIONS FINANCIAL CORP History No change 20,527 3,802 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 10, 2026
Joseph P. Lucia & Associates, LLC History No change 20,408 3,780 1.14% 1.14% 408 0 0.0% Q2 2026 Aug 07, 2026
Guardian Partners Inc. History No change 20,400 3,778 0.34% 0.34% 409 0 0.0% Q2 2026 Jul 29, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 20,267 3,754 0.06% 0.06% 410 0 0.0% Q2 2026 Aug 10, 2026
FLOYD FINANCIAL GROUP LLC History No change 20,735 3,741 2.44% 2.44% 411 0 0.0% Q2 2026 Jul 22, 2026
GeoWealth Management, LLC History No change 20,189 3,739 0.12% 0.12% 412 0 0.0% Q2 2026 Jul 30, 2026
Capital Advisors, Ltd. LLC History No change 20,172 3,736 0.38% 0.38% 413 0 0.0% Q2 2026 Jul 16, 2026
Finivi Inc. History No change 20,109 3,724 1.91% 1.91% 414 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Counsel, LLC History No change 19,960 3,697 0.46% 0.46% 415 0 0.0% Q2 2026 Jul 15, 2026
Markin Asset Management, LP History No change 19,707 3,650 3.12% 3.12% 416 0 0.0% Q2 2026 Jul 13, 2026
HUNTINGTON NATIONAL BANK History No change 19,607 3,631 0.02% 0.02% 417 0 0.0% Q2 2026 Aug 13, 2026
CHEMUNG CANAL TRUST CO History No change 19,435 3,599 0.66% 0.66% 418 0 0.0% Q2 2026 Jul 15, 2026
WEDBUSH SECURITIES INC History No change 19,383 3,590 0.09% 0.09% 419 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Wealth, LLC History No change 19,352 3,584 0.04% 0.04% 420 0 0.0% Q2 2026 Aug 10, 2026
AMARILLO NATIONAL BANK History No change 19,333 3,581 0.57% 0.57% 421 0 0.0% Q2 2026 Jul 15, 2026
D.A. DAVIDSON & CO. History No change 19,122 3,542 0.02% 0.02% 422 0 0.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 19,077 3,533 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 11, 2026
Galvin, Gaustad & Stein, LLC History No change 19,069 3,532 0.26% 0.26% 424 0 0.0% Q2 2026 Jul 29, 2026
VERUS CAPITAL PARTNERS, LLC History No change 19,050 3,528 0.19% 0.19% 425 0 0.0% Q2 2026 Aug 06, 2026
Integrated Advisors Network LLC History No change 19,044 3,527 0.16% 0.16% 426 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 19,041 3,526 0.09% 0.09% 427 0 0.0% Q2 2026 Aug 14, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History No change 18,971 3,513 1.66% 1.66% 428 0 0.0% Q2 2026 Jul 15, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 18,950 3,510 0.89% 0.89% 429 0 0.0% Q2 2026 Jul 24, 2026
Dynamic Advisor Solutions LLC History No change 18,895 3,499 0.1% 0.1% 430 0 0.0% Q2 2026 Jul 07, 2026
Fourth Dimension Wealth, LLC History No change 18,860 3,493 1.1% 1.1% 431 0 0.0% Q2 2026 Jul 31, 2026
SYKON CAPITAL LLC History No change 18,842 3,490 1.07% 1.07% 432 0 0.0% Q2 2026 Aug 12, 2026
David Kennon Inc History No change 18,779 3,478 1.15% 1.15% 433 0 0.0% Q2 2026 Jul 22, 2026
Crestwood Advisors Group, LLC History No change 18,733 3,469 0.05% 0.05% 434 0 0.0% Q2 2026 Aug 03, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 18,719 3,467 0.17% 0.17% 435 0 0.0% Q2 2026 Jul 20, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 18,655 3,455 0.28% 0.28% 436 0 0.0% Q2 2026 Aug 14, 2026
RPg Family Wealth Advisory, LLC History No change 18,654 3,455 0.72% 0.72% 437 0 0.0% Q2 2026 Aug 04, 2026
ES4, LLC History No change 18,633 3,451 1.81% 1.81% 438 0 0.0% Q2 2026 Jul 29, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 18,626 3,450 1.08% 1.08% 439 0 0.0% Q2 2026 Aug 07, 2026
Nilsine Partners, LLC History No change 18,600 3,445 0.24% 0.24% 440 0 0.0% Q2 2026 Jul 24, 2026
MontVue Capital Management, Inc. History No change 18,522 3,430 1.97% 1.97% 441 0 0.0% Q2 2026 Jul 27, 2026
St. Johns Investment Management Company, LLC History No change 18,409 3,409 1.29% 1.29% 442 0 0.0% Q2 2026 Aug 03, 2026
J. Goldman & Co LP History No change 18,332 3,395 0.09% 0.09% 443 0 0.0% Q2 2026 Aug 14, 2026
Analyst IMS Investment Management Services Ltd. History No change 18,200 3,371 0.08% 0.08% 444 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 18,193 3,369 0.11% 0.11% 445 0 0.0% Q2 2026 Aug 06, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 18,056 3,344 1.28% 1.28% 446 0 0.0% Q2 2026 Jul 20, 2026
B. Riley Wealth Advisors, Inc. History No change 18,295 3,343 0.18% 0.18% 447 0 0.0% Q2 2026 Jul 14, 2026
Risk Paradigm Group, LLC History No change 17,954 3,325 2.61% 2.61% 448 0 0.0% Q2 2026 Aug 05, 2026
CreativeOne Wealth, LLC History No change 17,932 3,321 0.07% 0.07% 449 0 0.0% Q2 2026 Aug 13, 2026
Aster Capital Management (DIFC) Ltd History No change 17,927 3,320 0.71% 0.71% 450 0 0.0% Q2 2026 Aug 14, 2026
ASSOCIATED BANC-CORP History No change 17,854 3,307 0.08% 0.08% 451 0 0.0% Q2 2026 Jul 31, 2026
Savant Capital, LLC History No change 18,518 3,304 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 10, 2026
Chesapeake Wealth Management History No change 17,740 3,285 0.92% 0.92% 453 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 17,766 3,276 0.16% 0.16% 454 0 0.0% Q2 2026 Jul 28, 2026
CMG Global Holdings, LLC History No change 17,580 3,256 1.38% 1.38% 455 0 0.0% Q2 2026 Jul 28, 2026
BigSur Wealth Management LLC History No change 17,570 3,254 0.78% 0.78% 456 0 0.0% Q2 2026 Jul 14, 2026
Flagship Capital Management Inc. History No change 17,571 3,254 2.05% 2.05% 457 0 0.0% Q2 2026 Jul 21, 2026
PLANWISER FINANCIAL, LLC History No change 17,448 3,231 2.25% 2.25% 458 0 0.0% Q2 2026 Aug 07, 2026
Maridea Wealth Management LLC History No change 17,360 3,215 0.35% 0.35% 459 0 0.0% Q2 2026 Aug 06, 2026
KKM Financial LLC History No change 17,312 3,206 0.44% 0.44% 460 0 0.0% Q2 2026 Aug 14, 2026
Vertex Investment Solutions Co., Ltd. History No change 17,300 3,176 2.14% 2.14% 461 0 0.0% Q2 2026 Jul 15, 2026
WEBSTER BANK, N. A. History No change 16,997 3,148 0.27% 0.27% 462 0 0.0% Q2 2026 Jul 20, 2026
Jacobi Capital Management LLC History No change 16,958 3,141 0.15% 0.15% 463 0 0.0% Q2 2026 Jul 31, 2026
BFSG, LLC History No change 16,896 3,129 0.28% 0.28% 464 0 0.0% Q2 2026 Jul 20, 2026
COMMERCE BANK History No change 16,885 3,127 0.01% 0.01% 465 0 0.0% Q2 2026 Aug 12, 2026
Dorsey & Whitney Trust CO LLC History No change 16,830 3,117 0.15% 0.15% 466 0 0.0% Q2 2026 Aug 14, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 16,832 3,117 0.78% 0.78% 467 0 0.0% Q2 2026 Jul 24, 2026
SAX WEALTH ADVISORS, LLC History No change 19,224 3,109 0.13% 0.13% 468 0 0.0% Q2 2026 Jul 09, 2026
CX Institutional History Reduced 18,534 3,095 0.08% 0.19% 469 -16,860 -47.64% Q3 2026 Oct 02, 2026
Venturi Wealth Management, LLC History No change 16,556 3,066 0.12% 0.12% 470 0 0.0% Q2 2026 Jul 20, 2026
M&T BANK CORP History No change 16,400 3,037 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 04, 2026
IBEX WEALTH ADVISORS History No change 16,397 3,037 0.24% 0.24% 472 0 0.0% Q2 2026 Jul 27, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 16,331 3,024 1.1% 1.1% 473 0 0.0% Q2 2026 Jul 15, 2026
Waterloo Capital, L.P. History No change 16,309 3,020 0.17% 0.17% 474 0 0.0% Q2 2026 Jul 29, 2026
NorthCrest Asset Manangement, LLC History No change 16,647 3,014 0.08% 0.08% 475 0 0.0% Q2 2026 Jul 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 16,258 3,011 0.07% 0.07% 476 0 0.0% Q2 2026 Jul 17, 2026
Graetz Wealth LLC History No change 16,020 2,967 2.37% 2.37% 477 0 0.0% Q2 2026 Aug 13, 2026
Crew Capital Management, Ltd History No change 16,005 2,964 1.62% 1.62% 478 0 0.0% Q2 2026 Aug 03, 2026
Pine Valley Investments Ltd Liability Co History No change 15,979 2,959 0.12% 0.12% 479 0 0.0% Q2 2026 Jul 24, 2026
Wealthspire Advisors, LLC History No change 15,921 2,949 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 15,838 2,933 0.03% 0.03% 481 0 0.0% Q2 2026 Jul 28, 2026
INTEGRITY ALLIANCE, LLC. History No change 15,833 2,932 0.09% 0.09% 482 0 0.0% Q2 2026 Jul 31, 2026
Federation des caisses Desjardins du Quebec History No change 15,818 2,929 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 13, 2026
Keebeck Wealth Management History No change 15,724 2,912 0.28% 0.28% 484 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 15,629 2,895 0.04% 0.04% 485 0 0.0% Q2 2026 Aug 05, 2026
Everest Financial Group LLC History No change 15,531 2,876 0.39% 0.39% 486 0 0.0% Q2 2026 Aug 10, 2026
SMI Advisory Services, LLC History No change 15,419 2,861 0.46% 0.46% 487 0 0.0% Q2 2026 Jul 09, 2026
AdvisorNet Financial, Inc History No change 15,328 2,839 0.13% 0.13% 488 0 0.0% Q2 2026 Jul 23, 2026
Independence Wealth Advisors, LLC History No change 15,281 2,830 1.42% 1.42% 489 0 0.0% Q2 2026 Aug 14, 2026
Trust Co History No change 15,276 2,829 0.26% 0.26% 490 0 0.0% Q2 2026 Jul 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 15,271 2,828 0.63% 0.63% 491 0 0.0% Q2 2026 Sep 02, 2026
MSH Capital Advisors LLC History No change 15,173 2,810 0.49% 0.49% 492 0 0.0% Q2 2026 Aug 10, 2026
PCG ASSET MANAGEMENT, LLC History No change 15,145 2,805 2.01% 2.01% 493 0 0.0% Q2 2026 Jul 27, 2026
Symmetry Partners, LLC History No change 15,141 2,804 0.14% 0.14% 494 0 0.0% Q2 2026 Jul 23, 2026
CFC Planning Co LLC History No change 15,139 2,804 1.64% 1.64% 495 0 0.0% Q2 2026 Aug 05, 2026
HOWE & RUSLING INC History No change 15,000 2,778 0.16% 0.16% 496 0 0.0% Q2 2026 Aug 10, 2026
Laurel Wealth Advisors LLC History No change 14,782 2,738 0.26% 0.26% 497 0 0.0% Q2 2026 Jul 17, 2026
Apollon Wealth Management, LLC History No change 14,775 2,736 0.03% 0.03% 498 0 0.0% Q2 2026 Jul 22, 2026
TICINO WEALTH History No change 14,487 2,683 0.85% 0.85% 499 0 0.0% Q2 2026 Jul 20, 2026
Bank of New York Mellon Corp History No change 14,475 2,681 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 06, 2026
Alexis Investment Partners, LLC History No change 14,543 2,657 1.55% 1.55% 501 0 0.0% Q2 2026 Jul 23, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 14,314 2,651 1.93% 1.93% 502 0 0.0% Q2 2026 Jul 24, 2026
Evercore Wealth Management, LLC History No change 14,292 2,647 0.04% 0.04% 503 0 0.0% Q2 2026 Aug 14, 2026
RiverGlades Family Offices LLC History No change 14,184 2,627 1.21% 1.21% 504 0 0.0% Q2 2026 Aug 10, 2026
Trinity Wealth Management, LLC History No change 14,157 2,622 0.83% 0.83% 505 0 0.0% Q2 2026 Jul 07, 2026
MMBG INVESTMENT ADVISORS CO. History No change 14,137 2,618 0.21% 0.21% 506 0 0.0% Q2 2026 Aug 10, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 14,013 2,595 0.2% 0.2% 507 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Advisory, LLC History No change 14,013 2,595 0.22% 0.22% 508 0 0.0% Q2 2026 Jul 29, 2026
United Asset Strategies, Inc. History No change 13,994 2,592 0.18% 0.18% 509 0 0.0% Q2 2026 Jul 13, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 13,946 2,583 0.55% 0.55% 510 0 0.0% Q2 2026 Jul 16, 2026
Vise Technologies, Inc. History No change 13,943 2,582 0.03% 0.03% 511 0 0.0% Q2 2026 Aug 10, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 13,852 2,565 1.07% 1.07% 512 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 13,815 2,559 0.14% 0.14% 513 0 0.0% Q2 2026 Aug 11, 2026
Darwin Wealth Management, LLC History No change 13,760 2,548 0.7% 0.7% 514 0 0.0% Q2 2026 Jul 21, 2026
Hilltop Holdings Inc. History No change 13,680 2,533 0.2% 0.2% 515 0 0.0% Q2 2026 Aug 13, 2026
Wharton Business Group, LLC History No change 13,632 2,525 0.08% 0.08% 516 0 0.0% Q2 2026 Aug 10, 2026
Sava Infond d.o.o. History No change 13,620 2,522 0.18% 0.18% 517 0 0.0% Q2 2026 Jul 16, 2026
NICOLET BANKSHARES INC History No change 13,572 2,513 0.08% 0.08% 518 0 0.0% Q2 2026 Aug 11, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 13,401 2,482 0.68% 0.68% 519 0 0.0% Q2 2026 Jul 23, 2026
Moors & Cabot, Inc. History No change 13,361 2,474 0.1% 0.1% 520 0 0.0% Q2 2026 Aug 10, 2026
Everstar Asset Management, LLC History No change 13,358 2,474 1.19% 1.19% 521 0 0.0% Q2 2026 Aug 03, 2026
Wall Capital Group, Inc. History No change 13,307 2,464 2.02% 2.02% 522 0 0.0% Q2 2026 Jul 24, 2026
VestGen Advisors, LLC History No change 13,187 2,442 0.07% 0.07% 523 0 0.0% Q2 2026 Aug 11, 2026
LANDAAS & CO /WI /ADV History No change 13,148 2,435 0.44% 0.44% 524 0 0.0% Q2 2026 Jul 21, 2026
BESSEMER GROUP INC History No change 13,149 2,435 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 12, 2026
Encompass More Asset Management History No change 13,123 2,430 0.35% 0.35% 526 0 0.0% Q2 2026 Jul 14, 2026
Eschler Asset Management LLP History No change 13,074 2,421 4.31% 4.31% 527 0 0.0% Q2 2026 Aug 14, 2026
Flaharty Asset Management, LLC History No change 12,937 2,384 3.41% 3.41% 528 0 0.0% Q2 2026 Jul 08, 2026
Colony Family Offices, LLC History No change 12,842 2,378 0.52% 0.52% 529 0 0.0% Q2 2026 Jul 20, 2026
Visionary Wealth Advisors History No change 12,827 2,375 0.09% 0.09% 530 0 0.0% Q2 2026 Aug 13, 2026
McGuire Investment Group, LLC History No change 12,803 2,371 0.21% 0.21% 531 0 0.0% Q2 2026 Jul 27, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 12,800 2,370 0.96% 0.96% 532 0 0.0% Q2 2026 Aug 12, 2026
Advisor OS, LLC History No change 12,776 2,366 0.16% 0.16% 533 0 0.0% Q2 2026 Aug 05, 2026
Boltwood Capital Management History Added to 14,033 2,343 0.53% 0.59% 534 +227 1.64% Q3 2026 Oct 02, 2026
Centiva Capital, LP History No change 12,583 2,330 0.02% 0.02% 535 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 12,485 2,312 0.3% 0.3% 536 0 0.0% Q2 2026 Jul 16, 2026
HBW ADVISORY SERVICES LLC History No change 12,435 2,303 0.21% 0.21% 537 0 0.0% Q2 2026 Jul 16, 2026
Safe Harbor Fiduciary, LLC History No change 12,344 2,286 1.78% 1.78% 538 0 0.0% Q2 2026 Aug 14, 2026
OKABENA INVESTMENT SERVICES INC History No change 12,277 2,274 0.41% 0.41% 539 0 0.0% Q2 2026 Aug 04, 2026
DELTEC ASSET MANAGEMENT LLC History No change 12,250 2,269 0.34% 0.34% 540 0 0.0% Q2 2026 Jul 21, 2026
Abbot Financial Management, Inc. History No change 12,253 2,269 0.77% 0.77% 541 0 0.0% Q2 2026 Aug 06, 2026
Glen Eagle Advisors, LLC History No change 12,253 2,269 0.29% 0.29% 542 0 0.0% Q2 2026 Aug 14, 2026
Hansen & Associates Financial Group, Inc. History No change 12,227 2,268 1.3% 1.3% 543 0 0.0% Q2 2026 Jul 20, 2026
FIRST MANHATTAN CO. LLC. History No change 12,189 2,257 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 14, 2026
Cushing Capital Partners, LLC History No change 12,139 2,248 1.55% 1.55% 545 0 0.0% Q2 2026 Jul 29, 2026
Modera Wealth Management, LLC History No change 12,102 2,241 0.02% 0.02% 546 0 0.0% Q2 2026 Aug 03, 2026
Bank of Marin History No change 12,095 2,240 1.56% 1.56% 547 0 0.0% Q2 2026 Aug 13, 2026
MORTON COMMUNITY BANK History No change 12,053 2,232 0.45% 0.45% 548 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 12,055 2,232 0.02% 0.02% 549 0 0.0% Q2 2026 Aug 14, 2026
Capitol Family Office, Inc. History No change 11,825 2,190 2.31% 2.31% 550 0 0.0% Q2 2026 Jul 31, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 11,810 2,190 0.26% 0.26% 551 0 0.0% Q2 2026 Aug 12, 2026
Providence First Trust Co History No change 11,816 2,188 0.61% 0.61% 552 0 0.0% Q2 2026 Jul 27, 2026
Marion Wealth Management History No change 11,818 2,188 0.45% 0.45% 553 0 0.0% Q2 2026 Jul 16, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 11,807 2,187 0.09% 0.09% 554 0 0.0% Q2 2026 Jul 27, 2026
Harbor Asset Planning, Inc. History No change 11,782 2,182 1.64% 1.64% 555 0 0.0% Q2 2026 Jul 22, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 11,846 2,181 1.43% 1.43% 556 0 0.0% Q2 2026 Jul 06, 2026
CULLEN/FROST BANKERS, INC. History No change 11,661 2,159 0.02% 0.02% 557 0 0.0% Q2 2026 Jul 27, 2026
Cascades Capital Asset Management, LLC History No change 11,644 2,156 0.8% 0.8% 558 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 11,632 2,154 0.04% 0.04% 559 0 0.0% Q2 2026 Jul 09, 2026
CDKV HOLDINGS LLC History No change 11,624 2,153 1.68% 1.68% 560 0 0.0% Q2 2026 Jul 30, 2026
CHOREO, LLC History No change 11,554 2,140 0.02% 0.02% 561 0 0.0% Q2 2026 Aug 04, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 11,523 2,134 0.1% 0.1% 562 0 0.0% Q2 2026 Jul 24, 2026
ROCKLAND TRUST CO History Added to 12,749 2,128 0.08% 0.07% 563 +2,766 27.71% Q3 2026 Oct 05, 2026
SIMON QUICK ADVISORS, LLC History No change 11,478 2,126 0.09% 0.09% 564 0 0.0% Q2 2026 Jul 28, 2026
Transcendent Capital Group LLC History No change 11,477 2,125 0.83% 0.83% 565 0 0.0% Q2 2026 Aug 05, 2026
White Pine Investment CO History No change 11,465 2,124 0.45% 0.45% 566 0 0.0% Q2 2026 Jul 20, 2026
Copia Wealth Management History No change 11,450 2,120 1.27% 1.27% 567 0 0.0% Q2 2026 Aug 17, 2026
Claro Advisors Inc. History No change 11,349 2,102 0.22% 0.22% 568 0 0.0% Q2 2026 Jul 30, 2026
Sequent Planning LLC History No change 11,340 2,100 0.45% 0.45% 569 0 0.0% Q2 2026 Aug 14, 2026
SACKS & ASSOCIATES, LLC History No change 11,677 2,100 1.42% 1.42% 570 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Wealth Management, LLC History No change 11,310 2,094 0.09% 0.09% 571 0 0.0% Q2 2026 Jul 22, 2026
Caprock Group, LLC History No change 11,280 2,089 0.04% 0.04% 572 0 0.0% Q2 2026 Jul 27, 2026
Terra Nova Asset Management LLC History No change 11,279 2,089 1.28% 1.28% 573 0 0.0% Q2 2026 Aug 04, 2026
FIRST HORIZON CORP History No change 11,263 2,086 0.08% 0.08% 574 0 0.0% Q2 2026 Jul 20, 2026
Realta Investment Advisors History No change 11,201 2,074 0.64% 0.64% 575 0 0.0% Q2 2026 Jul 20, 2026
Wealthfront Advisers LLC History No change 11,177 2,070 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 07, 2026
Gerald Baker Financial Group LLC History No change 11,158 2,066 0.59% 0.59% 577 0 0.0% Q2 2026 Aug 03, 2026
Successful Portfolios LLC History No change 11,309 2,052 0.96% 0.96% 578 0 0.0% Q2 2026 Jul 14, 2026
Perigon Wealth Management, LLC History No change 11,064 2,049 0.03% 0.03% 579 0 0.0% Q2 2026 Aug 07, 2026
Objective Capital Management, LLC History No change 11,005 2,038 1.81% 1.81% 580 0 0.0% Q2 2026 Jul 20, 2026
Elm Partners Management LLC History No change 10,958 2,029 0.07% 0.07% 581 0 0.0% Q2 2026 Jul 28, 2026
Accel Wealth Management History No change 10,951 2,028 0.46% 0.46% 582 0 0.0% Q2 2026 Jul 10, 2026
City Center Advisors, LLC History No change 10,947 2,027 1.64% 1.64% 583 0 0.0% Q2 2026 Jul 06, 2026
AMI INVESTMENT MANAGEMENT INC History No change 10,898 2,018 0.43% 0.43% 584 0 0.0% Q2 2026 Jul 15, 2026
Redwood Financial Network Corp History No change 10,892 2,017 1.12% 1.12% 585 0 0.0% Q2 2026 Aug 07, 2026
Fearless Solutions, LLC dba Best Invest History No change 10,819 2,004 1.06% 1.06% 586 0 0.0% Q2 2026 Jul 21, 2026
TORONTO DOMINION BANK History No change 10,782 1,997 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 14, 2026
VESTOR CAPITAL, LLC History No change 3,794 1,985 0.12% 0.12% 588 0 0.0% Q2 2026 Jul 28, 2026
Tempo Wealth, LLC History No change 10,670 1,976 0.29% 0.29% 589 0 0.0% Q2 2026 Jul 27, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 10,627 1,968 0.15% 0.15% 590 0 0.0% Q2 2026 Jul 16, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 10,582 1,960 1.1% 1.1% 591 0 0.0% Q2 2026 Jul 23, 2026
NWAM LLC History No change 10,576 1,959 0.1% 0.1% 592 0 0.0% Q2 2026 Jul 23, 2026
Strategic Blueprint, LLC History No change 10,573 1,958 0.1% 0.1% 593 0 0.0% Q2 2026 Jul 23, 2026
Fulcrum Equity Management History No change 10,482 1,941 1.42% 1.42% 594 0 0.0% Q2 2026 Jul 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 10,323 1,912 0.13% 0.13% 595 0 0.0% Q2 2026 Aug 04, 2026
Nova Wealth Management, Inc. History No change 10,221 1,893 1.04% 1.04% 596 0 0.0% Q2 2026 Jul 13, 2026
Payne Capital LLC History No change 10,132 1,876 1.56% 1.56% 597 0 0.0% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 10,000 1,852 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 9,968 1,846 0.16% 0.16% 599 0 0.0% Q2 2026 Aug 14, 2026
Atlatl Advisers LLC History No change 9,912 1,836 0.44% 0.44% 600 0 0.0% Q2 2026 Jul 22, 2026
CALTON & ASSOCIATES, INC. History No change 9,860 1,826 0.27% 0.27% 601 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History No change 9,806 1,816 0.03% 0.03% 602 0 0.0% Q2 2026 Aug 11, 2026
Cresta Advisors, Ltd. History No change 9,772 1,810 0.65% 0.65% 603 0 0.0% Q2 2026 Jul 22, 2026
Onyx Bridge Wealth Group LLC History No change 9,723 1,800 0.16% 0.16% 604 0 0.0% Q2 2026 Jul 23, 2026
E&G Advisors, LLC History No change 9,714 1,799 0.35% 0.35% 605 0 0.0% Q2 2026 Jul 23, 2026
Csenge Advisory Group History No change 9,692 1,795 0.07% 0.07% 606 0 0.0% Q2 2026 Aug 10, 2026
Orca Investment Management, LLC History No change 9,639 1,785 1.3% 1.3% 607 0 0.0% Q2 2026 Aug 06, 2026
Directional Asset Management History No change 9,633 1,784 1.51% 1.51% 608 0 0.0% Q2 2026 Jul 24, 2026
SEEDS INVESTOR LLC History No change 9,631 1,783 0.18% 0.18% 609 0 0.0% Q2 2026 Aug 12, 2026
Worth Asset Management, LLC History No change 9,570 1,772 0.57% 0.57% 610 0 0.0% Q2 2026 Jul 08, 2026
PROFFITT & GOODSON INC History No change 9,559 1,770 0.24% 0.24% 611 0 0.0% Q2 2026 Jul 22, 2026
Alchemi Wealth, LLC History No change 9,522 1,763 0.83% 0.83% 612 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 9,477 1,755 0.01% 0.01% 613 0 0.0% Q2 2026 Jul 23, 2026
RCW Management, LLC History No change 9,472 1,754 1.57% 1.57% 614 0 0.0% Q2 2026 Jul 21, 2026
NEVILLE RODIE & SHAW INC History Added to 10,500 1,753 0.12% 0.12% 615 +500 5.0% Q3 2026 Oct 05, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 9,414 1,743 0.29% 0.29% 616 0 0.0% Q2 2026 Jul 08, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 9,366 1,734 0.02% 0.02% 617 0 0.0% Q2 2026 Aug 07, 2026
MGO ONE SEVEN LLC History No change 9,309 1,724 0.03% 0.03% 618 0 0.0% Q2 2026 Jul 31, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 10,280 1,716 0.03% 0.03% 620 -614 -5.64% Q3 2026 Oct 01, 2026
Orion Porfolio Solutions, LLC History No change 9,266 1,716 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 9,227 1,709 0.32% 0.32% 621 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD SECURITIES, INC. History No change 9,154 1,695 0.1% 0.1% 622 0 0.0% Q2 2026 Jul 15, 2026
Windsor Capital Management, LLC History No change 9,150 1,694 0.44% 0.44% 623 0 0.0% Q2 2026 Jul 08, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 9,140 1,693 1.17% 1.17% 624 0 0.0% Q2 2026 Jul 10, 2026
Oribel Capital Management, LP History No change 9,400 1,685 0.05% 0.05% 625 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 9,086 1,683 0.66% 0.66% 626 0 0.0% Q2 2026 Aug 11, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 9,083 1,682 0.11% 0.11% 627 0 0.0% Q2 2026 Jul 24, 2026
Edgestream Partners, L.P. History No change 9,067 1,679 0.05% 0.05% 628 0 0.0% Q2 2026 Aug 11, 2026
Spruce Point Capital Management, LLC History No change 9,000 1,667 2.88% 2.88% 629 0 0.0% Q2 2026 Aug 14, 2026
Invst, LLC History No change 9,000 1,667 0.16% 0.16% 630 0 0.0% Q2 2026 Aug 14, 2026
Gilliland Jeter Wealth Management LLC History No change 8,996 1,666 0.44% 0.44% 631 0 0.0% Q2 2026 Jul 29, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 8,990 1,665 0.02% 0.02% 632 0 0.0% Q2 2026 Aug 10, 2026
CYPRESS ASSET MANAGEMENT INC/TX History No change 8,944 1,656 0.32% 0.32% 633 0 0.0% Q2 2026 Aug 07, 2026
Ausdal Financial Partners, Inc. History No change 8,923 1,652 0.06% 0.06% 634 0 0.0% Q2 2026 Aug 14, 2026
Tulsa Wealth Advisors, INC History No change 8,919 1,652 0.23% 0.23% 635 0 0.0% Q2 2026 Aug 06, 2026
NBT BANK, N.A. History No change 8,830 1,635 0.11% 0.11% 636 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 8,783 1,626 0.04% 0.04% 637 0 0.0% Q2 2026 Jul 28, 2026
Financial Engines Advisors L.L.C. History No change 8,743 1,619 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 8,704 1,612 0.06% 0.06% 639 0 0.0% Q2 2026 Jul 23, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 8,665 1,605 0.32% 0.32% 640 0 0.0% Q2 2026 Jul 22, 2026
CIBC Bancorp USA Inc. History No change 8,571 1,587 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 13, 2026
Wellspring Financial Advisors, LLC History No change 8,554 1,584 0.1% 0.1% 642 0 0.0% Q2 2026 Jul 20, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 8,524 1,578 0.51% 0.51% 643 0 0.0% Q2 2026 Aug 13, 2026
Blue Chip Partners, LLC History No change 8,522 1,578 0.1% 0.1% 644 0 0.0% Q2 2026 Aug 14, 2026
WESPAC Advisors, LLC History No change 8,514 1,577 0.77% 0.77% 645 0 0.0% Q2 2026 Aug 10, 2026
Meridian Wealth Management, LLC History No change 8,516 1,577 0.05% 0.05% 646 0 0.0% Q2 2026 Aug 05, 2026
Aspen Investment Management Inc History No change 8,463 1,568 0.42% 0.42% 647 0 0.0% Q2 2026 Jul 17, 2026
Principle Wealth Partners LLC History No change 8,470 1,568 0.08% 0.08% 648 0 0.0% Q2 2026 Aug 07, 2026
Beaumont Financial Advisors, LLC History No change 8,415 1,558 0.1% 0.1% 649 0 0.0% Q2 2026 Aug 04, 2026
Kessler Investment Group, LLC History No change 8,295 1,536 0.66% 0.66% 650 0 0.0% Q2 2026 Jul 13, 2026
Belpointe Asset Management LLC History No change 8,278 1,533 0.05% 0.05% 651 0 0.0% Q2 2026 Jul 31, 2026
Founders Financial Alliance, LLC History No change 8,281 1,533 0.2% 0.2% 652 0 0.0% Q2 2026 Aug 04, 2026
CREDIT AGRICOLE S A History No change 8,256 1,529 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 8,250 1,528 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 8,224 1,523 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 14, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 8,523 1,522 0.78% 0.78% 656 0 0.0% Q2 2026 Aug 11, 2026
Ruggiero Investments, Inc. History No change 8,210 1,520 1.28% 1.28% 657 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 8,199 1,518 0.06% 0.06% 658 0 0.0% Q2 2026 Aug 14, 2026
Evanson Financial, LLC History No change 8,200 1,518 0.07% 0.07% 659 0 0.0% Q2 2026 Jul 07, 2026
OneAscent Financial Services LLC History No change 8,164 1,512 0.07% 0.07% 660 0 0.0% Q2 2026 Aug 11, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 8,165 1,512 0.84% 0.84% 661 0 0.0% Q2 2026 Jul 16, 2026
Signature Equity Partners, LLC History No change 8,149 1,509 0.69% 0.69% 662 0 0.0% Q2 2026 Jul 30, 2026
OpenArc Corporate Advisory, LLC History No change 8,127 1,505 0.02% 0.02% 663 0 0.0% Q2 2026 Aug 05, 2026
Composition Wealth, LLC History No change 8,103 1,500 0.02% 0.02% 664 0 0.0% Q2 2026 Jul 22, 2026
Rossby Financial, LCC History No change 8,090 1,498 0.27% 0.27% 665 0 0.0% Q2 2026 Aug 04, 2026
Yelin Lapidot Holdings Management Ltd. History No change 8,000 1,481 0.28% 0.28% 666 0 0.0% Q2 2026 Aug 03, 2026
Point Windward Advisors Inc. History No change 7,975 1,477 0.65% 0.65% 667 0 0.0% Q2 2026 Jul 30, 2026
Black Swift Group, LLC History No change 7,950 1,472 0.21% 0.21% 668 0 0.0% Q2 2026 Aug 13, 2026
First Growth Capital LLC History No change 7,947 1,472 1.12% 1.12% 669 0 0.0% Q2 2026 Jul 16, 2026
Advisory Solutions Group, LLC History No change 7,896 1,462 0.5% 0.5% 670 0 0.0% Q2 2026 Jul 29, 2026
Bison Wealth, LLC History No change 7,876 1,461 0.13% 0.13% 671 0 0.0% Q2 2026 Jul 07, 2026
Private Wealth Management Group, LLC History No change 7,889 1,461 0.34% 0.34% 672 0 0.0% Q2 2026 Jul 27, 2026
Essex Financial Services, Inc. History No change 7,879 1,459 0.07% 0.07% 673 0 0.0% Q2 2026 Aug 10, 2026
FFG Partners, LLC History No change 7,853 1,454 0.41% 0.41% 674 0 0.0% Q2 2026 Jul 09, 2026
Vilga Financial Planning LLC History No change 7,842 1,452 1.1% 1.1% 675 0 0.0% Q2 2026 Jul 09, 2026
Trivium Point Advisory, LLC History No change 7,792 1,443 0.13% 0.13% 676 0 0.0% Q2 2026 Aug 06, 2026
MONETARY MANAGEMENT GROUP INC History No change 7,775 1,440 0.3% 0.3% 677 0 0.0% Q2 2026 Aug 12, 2026
Investment Management Trust, LLC History No change 7,770 1,439 1.29% 1.29% 678 0 0.0% Q2 2026 Aug 11, 2026
Keel Point, LLC History No change 7,760 1,437 0.08% 0.08% 679 0 0.0% Q2 2026 Aug 14, 2026
Elmwood Wealth Management, Inc. History No change 7,742 1,433 0.36% 0.36% 680 0 0.0% Q2 2026 Jul 07, 2026
Counterweight Ventures, LLC History No change 7,724 1,430 0.71% 0.71% 681 0 0.0% Q2 2026 Jul 23, 2026
Pallas Capital Advisors LLC History No change 7,713 1,428 0.04% 0.04% 682 0 0.0% Q2 2026 Aug 07, 2026
PLIMOTH TRUST CO LLC History No change 7,709 1,427 0.28% 0.28% 683 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Counsel, Inc History No change 7,667 1,420 0.15% 0.15% 684 0 0.0% Q2 2026 Jul 27, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 7,630 1,413 0.16% 0.16% 685 0 0.0% Q2 2026 Jul 09, 2026
Financial & Tax Architects, LLC History No change 7,608 1,409 0.3% 0.3% 686 0 0.0% Q2 2026 Jul 23, 2026
Journey Advisory Group, LLC History No change 7,576 1,403 0.11% 0.11% 687 0 0.0% Q2 2026 Aug 04, 2026
Advyzon Investment Management, LLC History No change 7,569 1,402 0.1% 0.1% 688 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 7,533 1,395 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Management, LLC History No change 7,514 1,391 0.48% 0.48% 690 0 0.0% Q2 2026 Jul 07, 2026
Fullerton Fund Management Co Ltd. History No change 7,500 1,389 0.09% 0.09% 691 0 0.0% Q2 2026 Aug 14, 2026
Thomasville National Bank History No change 7,494 1,388 0.08% 0.08% 692 0 0.0% Q2 2026 Jul 20, 2026
Neuberger Berman Group LLC History No change 7,487 1,386 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 13, 2026
Game Plan Financial Advisors, LLC History No change 7,450 1,379 0.51% 0.51% 694 0 0.0% Q2 2026 Aug 07, 2026
Advisor Resource Council History No change 7,426 1,377 0.39% 0.39% 695 0 0.0% Q2 2026 Jul 28, 2026
Brookwood Investment Group LLC History No change 7,402 1,371 0.15% 0.15% 696 0 0.0% Q2 2026 Jul 23, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 7,378 1,366 0.16% 0.16% 697 0 0.0% Q2 2026 Aug 14, 2026
Spartan Wealth Advisory Services LLC History No change 7,372 1,365 0.11% 0.11% 698 0 0.0% Q2 2026 Aug 05, 2026
Beacon Bridge Wealth Partners, LLC History No change 7,366 1,364 0.39% 0.39% 699 0 0.0% Q2 2026 Aug 05, 2026
Luminist Capital LLC History No change 7,344 1,360 1.53% 1.53% 700 0 0.0% Q2 2026 Aug 07, 2026
FAGAN ASSOCIATES, INC. History No change 7,293 1,350 0.17% 0.17% 701 0 0.0% Q2 2026 Aug 04, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 7,272 1,346 0.02% 0.02% 702 0 0.0% Q2 2026 Aug 14, 2026
Roberts Wealth Advisors, LLC History No change 7,263 1,345 0.31% 0.31% 703 0 0.0% Q2 2026 Jul 29, 2026
Hudson Value Partners, LLC History No change 7,222 1,337 0.34% 0.34% 704 0 0.0% Q2 2026 Jul 10, 2026
BURKE & HERBERT BANK & TRUST CO History No change 7,150 1,324 0.33% 0.33% 705 0 0.0% Q2 2026 Aug 07, 2026
Financial Insights, Inc. History No change 7,148 1,324 0.35% 0.35% 706 0 0.0% Q2 2026 Aug 25, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 7,128 1,320 0.23% 0.23% 707 0 0.0% Q2 2026 Jul 09, 2026
Icon Wealth Advisors, LLC History No change 7,110 1,316 0.08% 0.08% 708 0 0.0% Q2 2026 Aug 05, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 7,076 1,310 0.36% 0.36% 709 0 0.0% Q2 2026 Aug 07, 2026
SeaCrest Wealth Management, LLC History No change 7,065 1,308 0.14% 0.14% 710 0 0.0% Q2 2026 Jul 09, 2026
Venture Visionary Partners LLC History No change 7,061 1,308 0.04% 0.04% 711 0 0.0% Q2 2026 Jul 27, 2026
Houlihan Financial Resource Group, Ltd. History No change 7,052 1,306 0.47% 0.47% 712 0 0.0% Q2 2026 Aug 10, 2026
Hel Ved Capital Management Ltd History No change 7,000 1,296 0.1% 0.1% 713 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 6,919 1,281 0.46% 0.46% 714 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Select Advisors, LLC History No change 6,907 1,279 0.54% 0.54% 715 0 0.0% Q2 2026 Aug 05, 2026
RIK SAYLOR FINANCIAL, INC. History No change 6,884 1,275 0.84% 0.84% 716 0 0.0% Q2 2026 Aug 05, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 6,873 1,273 0.21% 0.21% 717 0 0.0% Q2 2026 Jul 27, 2026
Legacy Capital Group California, Inc. History No change 6,860 1,270 0.38% 0.38% 718 0 0.0% Q2 2026 Jul 29, 2026
Retirement Planning Group, LLC History No change 6,845 1,267 0.03% 0.03% 719 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History No change 6,836 1,266 0.03% 0.03% 720 0 0.0% Q2 2026 Jul 08, 2026
Koshinski Asset Management, Inc. History No change 6,833 1,265 0.07% 0.07% 721 0 0.0% Q2 2026 Jul 27, 2026
Wealthstar Advisors, LLC History No change 6,814 1,262 0.37% 0.37% 722 0 0.0% Q2 2026 Jul 30, 2026
Banco Santander, S.A. History No change 6,792 1,258 0.01% 0.01% 723 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 6,792 1,258 0.1% 0.1% 724 0 0.0% Q2 2026 Jul 28, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 6,785 1,256 0.01% 0.01% 725 0 0.0% Q2 2026 Aug 06, 2026
Bullock Wealth Management Group History No change 6,770 1,241 0.54% 0.54% 726 0 0.0% Q2 2026 Aug 19, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 6,678 1,237 0.06% 0.06% 727 0 0.0% Q2 2026 Jul 23, 2026
Olistico Wealth, LLC History Reduced 7,403 1,236 0.52% 0.59% 728 -91 -1.21% Q3 2026 Oct 05, 2026
Aptus Capital Advisors, LLC History No change 6,662 1,234 0.01% 0.01% 729 0 0.0% Q2 2026 Aug 12, 2026
Curat Global, LLC History No change 8,779 1,232 1.01% 1.01% 730 0 0.0% Q2 2026 Jul 22, 2026
Smith Salley Wealth Management History No change 6,646 1,231 0.05% 0.05% 731 0 0.0% Q2 2026 Jul 23, 2026
Schuylkill Financial LLC History No change 6,630 1,228 1.14% 1.14% 732 0 0.0% Q2 2026 Aug 07, 2026
LongView Wealth Management History No change 6,589 1,220 0.31% 0.31% 733 0 0.0% Q2 2026 Jul 17, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 6,561 1,215 0.03% 0.03% 734 0 0.0% Q2 2026 Aug 05, 2026
NWF Advisory Services Inc. History No change 6,540 1,211 0.11% 0.11% 735 0 0.0% Q2 2026 Jul 29, 2026
TOEWS CORP /ADV History No change 6,500 1,203 0.18% 0.18% 736 0 0.0% Q2 2026 Aug 10, 2026
Circle Wealth Management, LLC History No change 6,478 1,199 0.02% 0.02% 737 0 0.0% Q2 2026 Aug 12, 2026
NIXON PEABODY TRUST CO History No change 6,476 1,199 0.08% 0.08% 738 0 0.0% Q2 2026 Jul 27, 2026
Midwestern Financial, LLC /IA History No change 6,477 1,199 0.84% 0.84% 739 0 0.0% Q2 2026 Aug 13, 2026
Providence Capital Advisors, LLC History No change 6,473 1,198 0.18% 0.18% 740 0 0.0% Q2 2026 Aug 11, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 6,465 1,197 0.17% 0.17% 741 0 0.0% Q2 2026 Aug 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 6,410 1,187 0.38% 0.38% 742 0 0.0% Q2 2026 Jul 16, 2026
One Charles Private Wealth Services, LLC History No change 6,401 1,185 0.27% 0.27% 743 0 0.0% Q2 2026 Jul 15, 2026
STG SECURITIES, LLC History No change 6,389 1,183 0.08% 0.08% 744 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 6,376 1,181 0.05% 0.05% 745 0 0.0% Q2 2026 Aug 05, 2026
Sovran Advisors, LLC History No change 6,476 1,181 0.09% 0.09% 746 0 0.0% Q2 2026 Jul 29, 2026
LYNCH & ASSOCIATES/IN History No change 6,375 1,180 0.21% 0.21% 747 0 0.0% Q2 2026 Jul 13, 2026
Private Advisory Group LLC History No change 6,321 1,170 0.06% 0.06% 748 0 0.0% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 6,304 1,167 0.06% 0.06% 749 0 0.0% Q2 2026 Jul 28, 2026
Sanchez Gaunt Capital Management, LLC History No change 6,303 1,167 0.65% 0.65% 750 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 6,296 1,166 0.03% 0.03% 751 0 0.0% Q2 2026 Aug 06, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 6,229 1,153 0.26% 0.26% 752 0 0.0% Q2 2026 Aug 07, 2026
Constitution Capital LLC History No change 6,165 1,141 0.59% 0.59% 753 0 0.0% Q2 2026 Jul 09, 2026
Smartleaf Asset Management LLC History No change 6,246 1,141 0.04% 0.04% 754 0 0.0% Q2 2026 Aug 12, 2026
Activest Wealth Management History No change 6,151 1,139 0.22% 0.22% 755 0 0.0% Q2 2026 Jul 16, 2026
First International Bank of Israel Ltd. History No change 6,154 1,139 0.31% 0.31% 756 0 0.0% Q2 2026 Aug 12, 2026
Asset One Wealth Management LLC History No change 6,310 1,136 0.12% 0.12% 757 0 0.0% Q2 2026 Aug 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 6,131 1,135 0.15% 0.15% 758 0 0.0% Q2 2026 Jul 20, 2026
POWER WEALTH MANAGEMENT LLC History No change 6,121 1,133 0.39% 0.39% 759 0 0.0% Q2 2026 Aug 03, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 5,990 1,109 0.13% 0.13% 760 0 0.0% Q2 2026 Aug 03, 2026
Van Cleef Asset Management,Inc History No change 5,975 1,106 0.11% 0.11% 761 0 0.0% Q2 2026 Aug 03, 2026
CAPE ANN SAVINGS BANK History No change 5,969 1,105 0.52% 0.52% 762 0 0.0% Q2 2026 Aug 04, 2026
MKT Advisors LLC History No change 6,060 1,105 0.34% 0.34% 763 0 0.0% Q2 2026 Jul 09, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 5,965 1,104 0.07% 0.07% 764 0 0.0% Q2 2026 Jul 28, 2026
Manhattan West Asset Management, LLC History No change 5,918 1,096 0.18% 0.18% 765 0 0.0% Q2 2026 Aug 11, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 5,891 1,091 0.18% 0.18% 766 0 0.0% Q2 2026 Aug 10, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 5,889 1,090 0.04% 0.04% 767 0 0.0% Q2 2026 Jul 13, 2026
TSFG, LLC History No change 5,849 1,083 0.14% 0.14% 768 0 0.0% Q2 2026 Jul 23, 2026
Jacobs Equity LLC History No change 5,816 1,077 0.74% 0.74% 769 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 5,814 1,076 0.0% 0.0% 770 0 0.0% Q2 2026 Aug 07, 2026
Vertex Planning Partners, LLC History No change 5,799 1,074 0.16% 0.16% 771 0 0.0% Q2 2026 Aug 14, 2026
WORLD EQUITY GROUP, INC. History No change 5,774 1,069 0.24% 0.24% 772 0 0.0% Q2 2026 Jul 09, 2026
Aspire Capital Advisors LLC History No change 5,775 1,069 0.21% 0.21% 773 0 0.0% Q2 2026 Aug 05, 2026
WEALTHGARDEN F.S. LLC History No change 5,767 1,068 0.61% 0.61% 774 0 0.0% Q2 2026 Jul 31, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 5,715 1,058 0.38% 0.38% 775 0 0.0% Q2 2026 Jul 21, 2026
DV Trading LLC History No change 5,687 1,053 0.03% 0.03% 776 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 5,666 1,049 0.02% 0.02% 777 0 0.0% Q2 2026 Jul 28, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 5,649 1,046 0.01% 0.01% 778 0 0.0% Q2 2026 Jul 20, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 5,635 1,043 0.11% 0.11% 779 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 5,615 1,040 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 29, 2026
Independence Bank of Kentucky History No change 5,612 1,039 0.12% 0.12% 781 0 0.0% Q2 2026 Jul 13, 2026
Ciovacco Capital Management LLC History No change 5,566 1,031 0.46% 0.46% 782 0 0.0% Q2 2026 Aug 07, 2026
Kagan Cocozza Asset Management History No change 5,565 1,030 0.65% 0.65% 783 0 0.0% Q2 2026 Aug 06, 2026
Bryant Woods Investment Advisors, LLC History No change 5,559 1,029 0.29% 0.29% 784 0 0.0% Q2 2026 Jul 22, 2026
INVESTMENT PARTNERS, LTD. History No change 5,513 1,021 0.32% 0.32% 785 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History No change 5,461 1,011 0.03% 0.03% 786 0 0.0% Q2 2026 Jul 09, 2026
D.B. Root & Company, LLC History No change 5,456 1,010 0.21% 0.21% 787 0 0.0% Q2 2026 Aug 13, 2026
Global View Capital Management LLC History No change 5,386 997 0.21% 0.21% 788 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Investment Partners, Inc. History No change 5,366 993 0.03% 0.03% 789 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 5,341 991 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 27, 2026
4WEALTH ADVISORS, INC. History No change 5,424 991 0.76% 0.76% 791 0 0.0% Q2 2026 Jul 17, 2026
UNIVEST FINANCIAL Corp History No change 5,346 990 0.05% 0.05% 792 0 0.0% Q2 2026 Aug 07, 2026
DUNCKER STREETT & CO INC History No change 5,342 989 0.17% 0.17% 793 0 0.0% Q2 2026 Jul 28, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 5,342 989 0.05% 0.05% 794 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 5,285 979 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 11, 2026
Rockingstone Advisors LLC History No change 5,275 977 0.39% 0.39% 796 0 0.0% Q2 2026 Jul 13, 2026
Capital Investment Advisory Services, LLC History No change 5,272 976 0.06% 0.06% 797 0 0.0% Q2 2026 Jul 23, 2026
Burford Brothers, Inc. History No change 5,254 973 0.36% 0.36% 798 0 0.0% Q2 2026 Jul 28, 2026
ARROW FINANCIAL CORP History No change 5,229 968 0.09% 0.09% 799 0 0.0% Q2 2026 Jul 31, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 5,204 963 0.01% 0.01% 800 0 0.0% Q2 2026 Jul 22, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 5,200 963 0.13% 0.13% 801 0 0.0% Q2 2026 Jul 22, 2026
First Citizens Financial Corp History Added to 5,727 956 0.4% 0.43% 802 +221 4.01% Q3 2026 Oct 02, 2026
Wolff Financial Management LLC History No change 5,156 955 0.19% 0.19% 803 0 0.0% Q2 2026 Jul 16, 2026
Owen LaRue, LLC History No change 5,157 955 0.33% 0.33% 804 0 0.0% Q2 2026 Jul 22, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 5,156 955 0.54% 0.54% 805 0 0.0% Q2 2026 Aug 10, 2026
Bramshill Investments, LLC History No change 5,138 951 0.07% 0.07% 806 0 0.0% Q2 2026 Aug 14, 2026
RPG Investment Advisory, LLC History No change 5,129 950 0.1% 0.1% 807 0 0.0% Q2 2026 Aug 04, 2026
Beaton Management Co. Inc. History No change 5,126 949 0.39% 0.39% 808 0 0.0% Q2 2026 Aug 07, 2026
LEUTHOLD GROUP, LLC History No change 5,089 942 0.09% 0.09% 809 0 0.0% Q2 2026 Aug 04, 2026
United Bank History No change 5,086 942 0.29% 0.29% 810 0 0.0% Q2 2026 Aug 10, 2026
Per Stirling Capital Management, LLC. History No change 5,063 937 0.09% 0.09% 811 0 0.0% Q2 2026 Aug 14, 2026
FIRST FOUNDATION ADVISORS History No change 5,003 926 0.03% 0.03% 812 0 0.0% Q2 2026 Aug 14, 2026
Audent Global Asset Management, LLC History No change 5,000 926 1.03% 1.03% 813 0 0.0% Q2 2026 Aug 04, 2026
Roehl & Yi Investment Advisors, LLC History No change 5,000 926 0.3% 0.3% 814 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Managment, LLC/ID History No change 4,980 922 0.38% 0.38% 815 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 4,943 915 0.05% 0.05% 816 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Group, LLC/CA History No change 4,944 915 0.13% 0.13% 817 0 0.0% Q2 2026 Aug 13, 2026
Bricktown Capital, LLC History No change 4,933 913 0.16% 0.16% 818 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone National Bank & Trust Co History No change 4,980 913 0.31% 0.31% 819 0 0.0% Q2 2026 Jul 21, 2026
Hartford Financial Management Inc. History No change 4,923 911 0.2% 0.2% 820 0 0.0% Q2 2026 Jul 23, 2026
Hills Bank & Trust Co History No change 4,902 907 0.04% 0.04% 821 0 0.0% Q2 2026 Aug 10, 2026
CHARTIST INC /CA/ History No change 4,894 906 0.57% 0.57% 822 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,884 904 0.01% 0.01% 823 0 0.0% Q2 2026 Aug 14, 2026
Ifrah Financial Services, Inc. History No change 4,869 901 0.22% 0.22% 824 0 0.0% Q2 2026 Jul 21, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 4,854 899 0.13% 0.13% 825 0 0.0% Q2 2026 Aug 07, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 4,843 897 0.12% 0.12% 826 0 0.0% Q2 2026 Jul 24, 2026
First National Bank of Hutchinson History No change 4,828 894 0.49% 0.49% 827 0 0.0% Q2 2026 Aug 03, 2026
Coastal Bridge Advisors, LLC History No change 4,831 894 0.06% 0.06% 828 0 0.0% Q2 2026 Aug 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 4,813 891 0.04% 0.04% 829 0 0.0% Q2 2026 Jul 28, 2026
Meridian Wealth Advisors, LLC History No change 4,805 890 0.1% 0.1% 830 0 0.0% Q2 2026 Aug 14, 2026
Worth Financial Advisory Group, LLC History No change 4,807 890 0.37% 0.37% 831 0 0.0% Q2 2026 Jul 30, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 4,797 888 0.09% 0.09% 832 0 0.0% Q2 2026 Jul 22, 2026
Kaizen Financial Strategies History No change 4,828 885 0.29% 0.29% 833 0 0.0% Q2 2026 Jul 30, 2026
Betterment LLC History No change 4,772 884 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 14, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 4,766 883 0.27% 0.27% 835 0 0.0% Q2 2026 Jul 16, 2026
BAILARD, INC. History No change 4,759 881 0.02% 0.02% 836 0 0.0% Q2 2026 Jul 30, 2026
Independent Advisor Alliance History No change 4,754 880 0.02% 0.02% 837 0 0.0% Q2 2026 Aug 12, 2026
Quadcap Wealth Management, LLC History No change 4,747 879 0.09% 0.09% 838 0 0.0% Q2 2026 Jul 31, 2026
LeClair Wealth Partners LLC History No change 4,750 879 0.46% 0.46% 839 0 0.0% Q2 2026 Aug 04, 2026
MBA Advisors LLC History No change 4,726 875 0.29% 0.29% 840 0 0.0% Q2 2026 Jul 28, 2026
Rothschild Wealth LLC History No change 4,715 873 0.07% 0.07% 841 0 0.0% Q2 2026 Aug 11, 2026
BLB&B Advisors, LLC History No change 4,713 872 0.03% 0.03% 842 0 0.0% Q2 2026 Aug 05, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 4,699 870 0.09% 0.09% 843 0 0.0% Q2 2026 Jul 24, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 4,675 865 0.02% 0.02% 844 0 0.0% Q2 2026 Aug 04, 2026
Strategic Financial Concepts, LLC History No change 4,671 865 0.26% 0.26% 845 0 0.0% Q2 2026 Jul 27, 2026
Ally Invest Advisors Inc. History No change 4,662 863 0.05% 0.05% 846 0 0.0% Q2 2026 Aug 13, 2026
Security Financial Services, INC. History No change 4,628 857 0.12% 0.12% 847 0 0.0% Q2 2026 Jul 15, 2026
Aviance Capital Partners, LLC History No change 4,617 855 0.09% 0.09% 848 0 0.0% Q2 2026 Jul 30, 2026
CHICAGO TRUST Co NA History No change 4,621 855 0.12% 0.12% 849 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 4,618 855 0.05% 0.05% 850 0 0.0% Q2 2026 Aug 05, 2026
Valmark Advisers, Inc. History No change 4,593 850 0.01% 0.01% 851 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 4,574 847 0.01% 0.01% 852 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 4,559 844 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 06, 2026
VCI Wealth Management LLC History No change 4,556 843 0.21% 0.21% 854 0 0.0% Q2 2026 Aug 04, 2026
VestGen Investment Management History No change 4,546 842 0.45% 0.45% 855 0 0.0% Q2 2026 Jul 31, 2026
Goelzer Investment Management, Inc. History No change 4,540 840 0.04% 0.04% 856 0 0.0% Q2 2026 Jul 14, 2026
Tyche Wealth Partners LLC History No change 4,530 839 0.12% 0.12% 857 0 0.0% Q2 2026 Aug 06, 2026
Finward Bancorp History No change 4,528 838 0.64% 0.64% 858 0 0.0% Q2 2026 Jul 16, 2026
Gallacher Capital Management LLC History No change 4,520 837 0.47% 0.47% 859 0 0.0% Q2 2026 Jul 16, 2026
Y-Intercept (Hong Kong) Ltd History No change 4,512 835 0.02% 0.02% 860 0 0.0% Q2 2026 Jul 13, 2026
EASTERN BANK History Reduced 4,989 833 0.01% 0.22% 861 -73,631 -93.65% Q3 2026 Oct 05, 2026
Occidental Asset Management, LLC History No change 4,445 823 0.08% 0.08% 862 0 0.0% Q2 2026 Aug 07, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,439 822 0.01% 0.01% 863 0 0.0% Q2 2026 Sep 23, 2026
CWA Asset Management Group, LLC History No change 4,424 819 0.02% 0.02% 864 0 0.0% Q2 2026 Jul 14, 2026
STOCK YARDS BANK & TRUST CO History No change 4,414 817 0.02% 0.02% 865 0 0.0% Q2 2026 Aug 19, 2026
FLAGSTAR SECURITIES, INC History No change 4,330 802 0.24% 0.24% 866 0 0.0% Q2 2026 Jul 15, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 4,320 800 0.42% 0.42% 867 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 4,305 797 0.01% 0.01% 868 0 0.0% Q2 2026 Jul 31, 2026
Ballast Rock Private Wealth LLC History No change 4,300 796 0.37% 0.37% 869 0 0.0% Q2 2026 Aug 10, 2026
One Day In July LLC History No change 4,288 794 0.06% 0.06% 870 0 0.0% Q2 2026 Aug 03, 2026
Hexagon Capital Partners LLC History No change 4,274 791 0.11% 0.11% 871 0 0.0% Q2 2026 Aug 06, 2026
Walsh & Associates, LLC History No change 4,275 791 0.65% 0.65% 872 0 0.0% Q2 2026 Jul 21, 2026
Global Assets Advisory, LLC History No change 4,290 789 0.17% 0.17% 873 0 0.0% Q2 2026 Jul 27, 2026
EPG Wealth Management LLC History No change 4,259 788 0.19% 0.19% 874 0 0.0% Q2 2026 Jul 28, 2026
Lunt Capital Management, Inc. History No change 4,239 785 0.29% 0.29% 875 0 0.0% Q2 2026 Jul 30, 2026
Brown Miller Wealth Management, LLC History No change 4,231 783 0.2% 0.2% 876 0 0.0% Q2 2026 Jul 16, 2026
Grantvest Financial Group LLC History No change 4,230 783 0.45% 0.45% 877 0 0.0% Q2 2026 Aug 07, 2026
National Philanthropic Trust History No change 4,181 774 0.01% 0.01% 878 0 0.0% Q2 2026 Aug 14, 2026
WESBANCO BANK INC History No change 4,144 767 0.02% 0.02% 879 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL BANK OF OMAHA History No change 4,193 766 0.02% 0.02% 880 0 0.0% Q2 2026 Aug 07, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4,136 766 0.07% 0.07% 881 0 0.0% Q2 2026 Jul 30, 2026
AVALON CAPITAL MANAGEMENT History No change 4,121 763 0.18% 0.18% 882 0 0.0% Q2 2026 Jul 16, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 4,117 762 0.09% 0.09% 883 0 0.0% Q2 2026 Aug 10, 2026
Solstein Capital, LLC History No change 4,098 759 0.26% 0.26% 884 0 0.0% Q2 2026 Aug 12, 2026
McAdam, LLC History No change 4,083 756 0.03% 0.03% 885 0 0.0% Q2 2026 Aug 04, 2026
CONDOR CAPITAL MANAGEMENT History No change 4,069 753 0.06% 0.06% 886 0 0.0% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History No change 4,079 747 0.01% 0.01% 887 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,079 747 0.01% 0.01% 888 0 0.0% Q2 2026 Jul 29, 2026
Beacon Financial Advisory LLC History No change 4,030 746 0.15% 0.15% 889 0 0.0% Q2 2026 Aug 05, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 4,023 745 0.05% 0.05% 890 0 0.0% Q2 2026 Aug 05, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 4,000 740 0.04% 0.04% 891 0 0.0% Q2 2026 Jul 24, 2026
GWN SECURITIES INC. History No change 3,996 740 0.12% 0.12% 892 0 0.0% Q2 2026 Aug 05, 2026
Weiss Asset Management LP History No change 4,000 740 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,971 735 0.01% 0.01% 894 0 0.0% Q2 2026 Jul 20, 2026
INGALLS & SNYDER LLC History No change 3,946 731 0.02% 0.02% 895 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History No change 3,947 731 0.01% 0.01% 896 0 0.0% Q2 2026 Jul 09, 2026
REYL & Cie S.A. History No change 4,503 730 0.84% 0.84% 897 0 0.0% Q2 2026 Oct 02, 2026
Collaborative Wealth Managment Inc. History No change 3,938 729 0.31% 0.31% 898 0 0.0% Q2 2026 Aug 05, 2026
Northstar Advisory Group, LLC History No change 3,904 723 0.22% 0.22% 899 0 0.0% Q2 2026 Jul 14, 2026
Empower Advisory Group, LLC History No change 3,898 722 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 12, 2026
Acorns Advisers, LLC History No change 3,872 717 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 14, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 4,000 717 0.28% 0.28% 902 0 0.0% Q2 2026 Aug 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,868 716 0.03% 0.03% 903 0 0.0% Q2 2026 Jul 21, 2026
JM2 Capital Inc. History No change 3,819 707 0.49% 0.49% 904 0 0.0% Q2 2026 Jul 21, 2026
Evernest Financial Advisors, LLC History No change 3,813 706 0.15% 0.15% 905 0 0.0% Q2 2026 Aug 05, 2026
Summit Wealth Partners, LLC History No change 3,801 704 0.1% 0.1% 906 0 0.0% Q2 2026 Aug 03, 2026
Collaborative Capital Advisors LLC History No change 3,800 703 0.44% 0.44% 907 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 3,785 701 0.01% 0.01% 908 0 0.0% Q2 2026 Aug 12, 2026
Runnymede Capital Advisors, Inc. History No change 3,787 701 0.42% 0.42% 909 0 0.0% Q2 2026 Jul 21, 2026
Wedmont Private Capital History No change 3,827 696 0.02% 0.02% 910 0 0.0% Q2 2026 Jul 13, 2026
Resurgent Financial Advisors LLC History No change 3,763 696 0.19% 0.19% 911 0 0.0% Q2 2026 Aug 14, 2026
Hudock, Inc. History No change 3,751 694 0.09% 0.09% 912 0 0.0% Q2 2026 Jul 31, 2026
1ST SOURCE BANK History No change 3,739 692 0.03% 0.03% 913 0 0.0% Q2 2026 Aug 06, 2026
Inspire Advisors, LLC History No change 3,736 691 0.05% 0.05% 914 0 0.0% Q2 2026 Aug 13, 2026
Bernard Wealth Management Corp. History No change 3,705 686 0.25% 0.25% 915 0 0.0% Q2 2026 Aug 21, 2026
Brevan Howard Capital Management LP History No change 3,717 684 0.01% 0.01% 916 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History No change 3,694 684 0.02% 0.02% 917 0 0.0% Q2 2026 Jul 08, 2026
AmeriServ Wealth Advisors History No change 3,692 683 0.45% 0.45% 918 0 0.0% Q2 2026 Aug 03, 2026
XTX Topco Ltd History No change 3,684 682 0.01% 0.01% 919 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 3,674 680 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 11, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 3,670 679 0.34% 0.34% 921 0 0.0% Q2 2026 Jul 07, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 3,665 678 0.09% 0.09% 922 0 0.0% Q2 2026 Jul 24, 2026
WASHINGTON TRUST Co History No change 3,657 677 0.02% 0.02% 923 0 0.0% Q2 2026 Aug 03, 2026
Trust Point Inc. History No change 3,639 674 0.06% 0.06% 924 0 0.0% Q2 2026 Jul 08, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 3,640 674 0.07% 0.07% 925 0 0.0% Q2 2026 Jul 22, 2026
HAZLETT, BURT & WATSON, INC. History No change 3,625 673 0.18% 0.18% 926 0 0.0% Q2 2026 Jul 30, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 3,622 670 0.1% 0.1% 927 0 0.0% Q2 2026 Jul 22, 2026
Cladis Investment Advisory, LLC History No change 3,613 669 0.31% 0.31% 928 0 0.0% Q2 2026 Aug 13, 2026
Churchill Financial Advisors, LLC History No change 3,616 669 0.13% 0.13% 929 0 0.0% Q2 2026 Jul 15, 2026
Y.D. More Investments Ltd History No change 3,613 668 0.02% 0.02% 930 0 0.0% Q2 2026 Aug 05, 2026
Pekin Hardy Strauss, Inc. History No change 3,596 666 0.06% 0.06% 931 0 0.0% Q2 2026 Jul 30, 2026
Astra Wealth Partners LLC History No change 3,596 666 0.35% 0.35% 932 0 0.0% Q2 2026 Aug 11, 2026
American Institute for Advanced Investment Management, LLP History No change 3,592 665 0.38% 0.38% 933 0 0.0% Q2 2026 Jul 21, 2026
Ipsen Advisor Group LLC History No change 3,589 664 0.43% 0.43% 934 0 0.0% Q2 2026 Jul 29, 2026
Diligent Investors, LLC History No change 3,564 660 0.15% 0.15% 935 0 0.0% Q2 2026 Jul 24, 2026
Silphium Asset Management Ltd History No change 3,565 660 0.22% 0.22% 936 0 0.0% Q2 2026 Jul 30, 2026
JNBA Financial Advisors History No change 3,562 659 0.05% 0.05% 937 0 0.0% Q2 2026 Jul 23, 2026
Alteri Wealth LLC History No change 3,559 659 0.18% 0.18% 938 0 0.0% Q2 2026 Jul 29, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 3,549 657 0.03% 0.03% 939 0 0.0% Q2 2026 Jul 28, 2026
G&S Capital LLC History No change 3,543 656 0.19% 0.19% 940 0 0.0% Q2 2026 Jul 10, 2026
RWA WEALTH PARTNERS, LLC History No change 3,526 653 0.01% 0.01% 941 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Group, LLC History Reduced 3,910 652 0.05% 2.31% 943 -160,235 -97.62% Q3 2026 Oct 01, 2026
COZAD ASSET MANAGEMENT INC History No change 3,524 652 0.04% 0.04% 942 0 0.0% Q2 2026 Aug 14, 2026
Avestar Capital, LLC History No change 3,507 649 0.04% 0.04% 944 0 0.0% Q2 2026 Jul 29, 2026
LFA - Lugano Financial Advisors SA History No change 3,500 648 0.39% 0.39% 945 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Capital Group History No change 3,502 648 0.08% 0.08% 946 0 0.0% Q2 2026 Jul 08, 2026
FIDUCIARY TRUST CO History No change 3,487 645 0.01% 0.01% 947 0 0.0% Q2 2026 Aug 13, 2026
Platform Technology Partners History No change 3,487 645 0.11% 0.11% 948 0 0.0% Q2 2026 Jul 24, 2026
Essex Bank History No change 3,462 641 0.14% 0.14% 949 0 0.0% Q2 2026 Jul 23, 2026
Sharp Wealth Advisory, LLC History No change 3,451 639 0.3% 0.3% 950 0 0.0% Q2 2026 Jul 24, 2026
Fjell Capital, LLC History No change 3,451 639 0.44% 0.44% 951 0 0.0% Q2 2026 Jul 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 3,448 638 0.05% 0.05% 952 0 0.0% Q2 2026 Aug 14, 2026
Capital Wealth Alliance, LLC History No change 3,447 638 0.3% 0.3% 953 0 0.0% Q2 2026 Jul 31, 2026
Greystone Financial Group, LLC History No change 3,443 637 0.18% 0.18% 954 0 0.0% Q2 2026 Jul 28, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 3,397 629 0.03% 0.03% 955 0 0.0% Q2 2026 Jul 27, 2026
BRIGHTON JONES LLC History No change 3,366 623 0.01% 0.01% 956 0 0.0% Q2 2026 Aug 11, 2026
EQUITABLE TRUST CO History No change 3,354 621 0.03% 0.03% 957 0 0.0% Q2 2026 Jul 23, 2026
American Financial Advisors, LLC History No change 3,338 618 0.07% 0.07% 958 0 0.0% Q2 2026 Jul 14, 2026
RDA Financial Network History No change 3,341 618 0.13% 0.13% 959 0 0.0% Q2 2026 Jul 06, 2026
Cassaday & Co Wealth Management LLC History No change 3,305 612 0.01% 0.01% 960 0 0.0% Q2 2026 Aug 10, 2026
Hyundai Investments Co., Ltd. History No change 3,347 611 0.66% 0.66% 961 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History No change 3,297 610 0.06% 0.06% 962 0 0.0% Q2 2026 Jul 17, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 3,271 605 0.33% 0.33% 963 0 0.0% Q2 2026 Jul 23, 2026
Elevated Capital Advisors, LLC History No change 3,248 601 0.17% 0.17% 964 0 0.0% Q2 2026 Aug 03, 2026
Legacies Wealth LLC History No change 3,229 598 0.33% 0.33% 965 0 0.0% Q2 2026 Jul 22, 2026
WNY Asset Management, LLC History No change 3,228 597 0.05% 0.05% 966 0 0.0% Q2 2026 Aug 17, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 3,208 594 0.09% 0.09% 967 0 0.0% Q2 2026 Aug 07, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 3,210 594 0.05% 0.05% 968 0 0.0% Q2 2026 Aug 14, 2026
Clare Market Investments LLC History No change 3,212 594 0.11% 0.11% 969 0 0.0% Q2 2026 Jul 27, 2026
Allen Investment Management, LLC History No change 3,202 593 0.01% 0.01% 970 0 0.0% Q2 2026 Aug 05, 2026
Stonebrook Private Inc. History No change 3,186 590 0.11% 0.11% 971 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 3,181 589 0.03% 0.03% 972 0 0.0% Q2 2026 Jul 28, 2026
IAM Advisory, LLC History No change 3,164 586 0.11% 0.11% 973 0 0.0% Q2 2026 Jul 14, 2026
Soltis Investment Advisors LLC History No change 3,158 585 0.03% 0.03% 974 0 0.0% Q2 2026 Jul 31, 2026
SHELTON CAPITAL MANAGEMENT History No change 3,152 583 0.01% 0.01% 975 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 3,599 582 0.02% 0.02% 976 0 0.0% Q2 2026 Aug 13, 2026
Anchor Bay Capital, Inc. History No change 3,156 582 0.31% 0.31% 977 0 0.0% Q2 2026 Aug 11, 2026
Strategic Advisors LLC History No change 3,126 579 0.13% 0.13% 978 0 0.0% Q2 2026 Jul 28, 2026
Glassman Wealth Services History No change 3,129 579 0.07% 0.07% 979 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 3,119 577 0.04% 0.04% 980 0 0.0% Q2 2026 Jul 21, 2026
MMA ASSET MANAGEMENT LLC History No change 3,116 577 0.18% 0.18% 981 0 0.0% Q2 2026 Aug 04, 2026
Lewis Asset Management, LLC History No change 3,116 577 0.2% 0.2% 982 0 0.0% Q2 2026 Jul 21, 2026
Acropolis Investment Management, LLC History No change 3,108 575 0.02% 0.02% 983 0 0.0% Q2 2026 Jul 16, 2026
WULFF, HANSEN & CO. History No change 3,100 574 0.44% 0.44% 984 0 0.0% Q2 2026 Aug 05, 2026
Lionshead Wealth Management, LLC History No change 3,095 573 0.37% 0.37% 985 0 0.0% Q2 2026 Jul 28, 2026
Berger Financial Group, Inc History No change 3,090 572 0.03% 0.03% 986 0 0.0% Q2 2026 Aug 04, 2026
Financial Partners Group, Inc History No change 3,069 568 0.06% 0.06% 987 0 0.0% Q2 2026 Jul 23, 2026
Intellectus Partners, LLC History No change 3,060 566 0.1% 0.1% 988 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History No change 3,061 566 0.03% 0.03% 989 0 0.0% Q2 2026 Jul 16, 2026
Savvy Advisors, Inc. History No change 3,055 565 0.01% 0.01% 990 0 0.0% Q2 2026 Aug 03, 2026
InTrack Investment Management Inc History No change 3,035 562 0.28% 0.28% 991 0 0.0% Q2 2026 Jul 17, 2026
Pitcairn Wealth Advisors LLC History No change 3,025 560 0.06% 0.06% 992 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 3,023 559 0.01% 0.01% 993 0 0.0% Q2 2026 Jul 21, 2026
Core Wealth Partners LLC History No change 3,020 559 0.24% 0.24% 994 0 0.0% Q2 2026 Jul 17, 2026
Chicago Partners Investment Group LLC History No change 3,072 558 0.01% 0.01% 995 0 0.0% Q2 2026 Jul 29, 2026
Northstar Group, Inc. History No change 2,998 555 0.07% 0.07% 996 0 0.0% Q2 2026 Aug 03, 2026
Seelaus Asset Management LLC History No change 2,989 553 0.39% 0.39% 997 0 0.0% Q2 2026 Jul 16, 2026
Midwest Financial Group LLC History No change 2,986 553 0.19% 0.19% 998 0 0.0% Q2 2026 Jul 21, 2026
Peak Retirement Planning, Inc. History No change 2,990 553 0.09% 0.09% 999 0 0.0% Q2 2026 Aug 10, 2026
Provenance Wealth Advisors, LLC History No change 2,982 552 0.05% 0.05% 1000 0 0.0% Q2 2026 Jul 24, 2026
Cullen Capital Management, LLC History No change 2,964 549 0.01% 0.01% 1001 0 0.0% Q2 2026 Aug 13, 2026
Americana Partners, LLC History No change 2,955 547 0.01% 0.01% 1002 0 0.0% Q2 2026 Aug 05, 2026
Lotus Technology Management, LP History No change 2,950 546 0.67% 0.67% 1003 0 0.0% Q2 2026 Aug 14, 2026
Prentice Wealth Management LLC History No change 2,940 544 0.11% 0.11% 1004 0 0.0% Q2 2026 Jul 15, 2026
Global Financial Private Client, LLC History No change 2,937 544 0.15% 0.15% 1005 0 0.0% Q2 2026 Jul 20, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 2,929 542 0.03% 0.03% 1006 0 0.0% Q2 2026 Jul 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,938 539 0.03% 0.03% 1007 0 0.0% Q2 2026 Jul 22, 2026
Bragg Financial Advisors, Inc History No change 2,891 535 0.01% 0.01% 1008 0 0.0% Q2 2026 Aug 12, 2026
GSA CAPITAL PARTNERS LLP History No change 2,888 535 0.03% 0.03% 1009 0 0.0% Q2 2026 Aug 06, 2026
Forum Financial Management, LP History No change 2,885 534 0.01% 0.01% 1010 0 0.0% Q2 2026 Jul 23, 2026
Guardian Asset Advisors, LLC History No change 2,884 534 0.25% 0.25% 1011 0 0.0% Q2 2026 Jul 21, 2026
Tiller Private Wealth, Inc. History No change 2,840 526 0.16% 0.16% 1012 0 0.0% Q2 2026 Jul 24, 2026
Chemistry Wealth Management LLC History No change 2,838 525 0.08% 0.08% 1013 0 0.0% Q2 2026 Jul 09, 2026
Ark Wealth Advisors LLC History No change 2,833 524 0.47% 0.47% 1014 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,812 520 0.01% 0.01% 1015 0 0.0% Q2 2026 Jul 14, 2026
Seven Springs Wealth Group, LLC History No change 2,809 520 0.11% 0.11% 1016 0 0.0% Q2 2026 Aug 04, 2026
Bulwark Capital Corp History No change 2,810 520 0.29% 0.29% 1017 0 0.0% Q2 2026 Jul 06, 2026
Procyon Advisors, LLC History No change 2,789 516 0.02% 0.02% 1018 0 0.0% Q2 2026 Jul 09, 2026
Nuveen, LLC History No change 2,775 514 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 11, 2026
Arista Wealth Management, LLC History No change 2,777 514 0.06% 0.06% 1020 0 0.0% Q2 2026 Jul 08, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 2,775 514 0.03% 0.03% 1021 0 0.0% Q2 2026 Jul 20, 2026
Hopwood Financial Services, Inc. History No change 2,777 514 0.3% 0.3% 1022 0 0.0% Q2 2026 Jul 22, 2026
CVFG LLC History No change 2,775 514 0.05% 0.05% 1023 0 0.0% Q2 2026 Aug 11, 2026
FIRST NATIONAL TRUST CO History No change 2,765 512 0.02% 0.02% 1024 0 0.0% Q2 2026 Jul 30, 2026
Insight Advisors, LLC/ PA History No change 2,760 511 0.09% 0.09% 1025 0 0.0% Q2 2026 Aug 05, 2026
Allegheny Financial Group History No change 2,753 509 0.05% 0.05% 1026 0 0.0% Q2 2026 Jul 22, 2026
Traction Financial Partners, LLC History No change 2,750 509 0.27% 0.27% 1027 0 0.0% Q2 2026 Aug 13, 2026
EARNED WEALTH ADVISORS, LLC History No change 2,713 502 0.03% 0.03% 1028 0 0.0% Q2 2026 Aug 14, 2026
Richard W. Paul & Associates, LLC History No change 2,712 502 0.15% 0.15% 1029 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group History No change 2,707 501 0.03% 0.03% 1030 0 0.0% Q2 2026 Jul 29, 2026
Golden State Wealth Management, LLC History No change 2,709 501 0.05% 0.05% 1031 0 0.0% Q2 2026 Jul 22, 2026
MIZUHO MARKETS AMERICAS LLC History No change 2,700 500 0.01% 0.01% 1032 0 0.0% Q2 2026 Jul 24, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 2,695 499 0.02% 0.02% 1033 0 0.0% Q2 2026 Aug 04, 2026
Ledyard National Bank History No change 2,680 496 0.04% 0.04% 1034 0 0.0% Q2 2026 Jul 16, 2026
Addison Advisors LLC History No change 2,667 494 0.23% 0.23% 1035 0 0.0% Q2 2026 Aug 10, 2026
Destiny Wealth Partners, LLC History No change 2,735 491 0.07% 0.07% 1036 0 0.0% Q2 2026 Aug 07, 2026
Portside Wealth Group, LLC History No change 2,651 491 0.06% 0.06% 1037 0 0.0% Q2 2026 Jul 14, 2026
Councilmark Asset Management, LLC History No change 2,650 490 0.26% 0.26% 1038 0 0.0% Q2 2026 Aug 11, 2026
Auxano Advisors, LLC History No change 2,636 488 0.09% 0.09% 1039 0 0.0% Q2 2026 Aug 07, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 2,632 487 0.24% 0.24% 1040 0 0.0% Q2 2026 Jul 21, 2026
Tennessee Valley Asset Management Partners History No change 2,621 485 0.05% 0.05% 1041 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 2,624 485 0.05% 0.05% 1042 0 0.0% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 2,614 484 0.06% 0.06% 1043 0 0.0% Q2 2026 Jul 27, 2026
Vident Advisory, LLC History No change 2,614 484 0.0% 0.0% 1044 0 0.0% Q2 2026 Aug 12, 2026
Range Advisory, LLC History No change 2,577 477 0.06% 0.06% 1045 0 0.0% Q2 2026 Sep 02, 2026
Facet Wealth, Inc. History No change 2,570 476 0.01% 0.01% 1046 0 0.0% Q2 2026 Jul 27, 2026
HAMILTON CAPITAL PARTNERS, LLC History No change 2,574 476 0.14% 0.14% 1047 0 0.0% Q2 2026 Jul 20, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 2,568 475 0.04% 0.04% 1048 0 0.0% Q2 2026 Jul 09, 2026
VALICENTI ADVISORY SERVICES INC History No change 2,548 472 0.09% 0.09% 1049 0 0.0% Q2 2026 Jul 16, 2026
SMITH, MOORE & CO. History No change 2,546 471 0.03% 0.03% 1050 0 0.0% Q2 2026 Aug 12, 2026
Strategies Wealth Advisors, LLC History No change 2,547 471 0.04% 0.04% 1051 0 0.0% Q2 2026 Aug 14, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 2,548 471 0.09% 0.09% 1052 0 0.0% Q2 2026 Aug 06, 2026
IFC Advisors LLC History No change 2,539 470 0.06% 0.06% 1053 0 0.0% Q2 2026 Aug 05, 2026
Delta Investment Management, LLC History No change 2,536 469 0.08% 0.08% 1054 0 0.0% Q2 2026 Aug 13, 2026
Legacy Edge Advisors, LLC History No change 2,507 464 0.04% 0.04% 1055 0 0.0% Q2 2026 Aug 11, 2026
tru Independence LLC History No change 2,491 461 0.2% 0.2% 1056 0 0.0% Q2 2026 Aug 10, 2026
DEARBORN PARTNERS LLC History No change 2,835 458 0.02% 0.02% 1057 0 0.0% Q2 2026 Aug 13, 2026
BBR PARTNERS, LLC History No change 2,474 458 0.02% 0.02% 1058 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE MANAGEMENT GROUP INC History No change 2,459 455 0.01% 0.01% 1059 0 0.0% Q2 2026 Jul 31, 2026
Sharkey, Howes & Javer History No change 2,450 453 0.05% 0.05% 1060 0 0.0% Q2 2026 Jul 09, 2026
SteelPeak Wealth, LLC History No change 2,439 451 0.01% 0.01% 1061 0 0.0% Q2 2026 Jul 13, 2026
Quartz Partners, LLC History No change 2,430 450 0.15% 0.15% 1062 0 0.0% Q2 2026 Aug 10, 2026
CRA Financial Services, LLC History No change 2,429 449 0.05% 0.05% 1063 0 0.0% Q2 2026 Jul 24, 2026
Fingerlakes Wealth Management, Inc. History No change 2,419 448 0.24% 0.24% 1064 0 0.0% Q2 2026 Jul 23, 2026
Samara Investment Management, LLC History No change 2,419 448 0.41% 0.41% 1065 0 0.0% Q2 2026 Aug 13, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 2,409 446 0.05% 0.05% 1066 0 0.0% Q2 2026 Aug 06, 2026
BOKF, NA History No change 2,398 444 0.01% 0.01% 1067 0 0.0% Q2 2026 Aug 10, 2026
Eagle Wealth Advisors LLC History No change 2,400 444 0.34% 0.34% 1068 0 0.0% Q2 2026 Jul 13, 2026
Astoria Portfolio Advisors LLC. History No change 2,395 443 0.07% 0.07% 1069 0 0.0% Q2 2026 Jul 28, 2026
Oxler Private Wealth LLC History No change 2,387 442 0.13% 0.13% 1070 0 0.0% Q2 2026 Aug 03, 2026
Clear Retirement Advice LLC History No change 2,377 440 0.3% 0.3% 1071 0 0.0% Q2 2026 Jul 15, 2026
Haverford Trust Co History No change 2,374 439 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 12, 2026
Gallagher Fiduciary Advisors, LLC History No change 2,371 439 0.01% 0.01% 1073 0 0.0% Q2 2026 Aug 14, 2026
Conservest Capital Advisors, Inc. History No change 2,372 439 0.03% 0.03% 1074 0 0.0% Q2 2026 Jul 22, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 2,368 438 0.07% 0.07% 1075 0 0.0% Q2 2026 Aug 10, 2026
Alpine Global Management, LLC History No change 2,359 436 0.07% 0.07% 1076 0 0.0% Q2 2026 Aug 14, 2026
F/m Investments LLC History No change 2,354 436 0.02% 0.02% 1077 0 0.0% Q2 2026 Aug 05, 2026
Lifeworks Advisors, LLC History No change 2,358 436 0.05% 0.05% 1078 0 0.0% Q2 2026 Aug 14, 2026
Garden State Investment Advisory Services LLC History No change 2,356 436 0.08% 0.08% 1079 0 0.0% Q2 2026 Aug 11, 2026
Latitude Advisors, LLC History No change 2,351 435 0.17% 0.17% 1080 0 0.0% Q2 2026 Jul 27, 2026
Fiduciary Alliance LLC History No change 2,344 434 0.03% 0.03% 1081 0 0.0% Q2 2026 Jul 20, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 2,347 434 0.01% 0.01% 1082 0 0.0% Q2 2026 Jul 31, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 2,419 433 0.06% 0.06% 1083 0 0.0% Q2 2026 Aug 06, 2026
HANOVER ADVISORS INC History No change 2,336 432 0.16% 0.16% 1084 0 0.0% Q2 2026 Aug 12, 2026
Meridian Financial Advisors, LLC History No change 2,336 432 0.21% 0.21% 1085 0 0.0% Q2 2026 Jul 22, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 2,327 431 0.17% 0.17% 1086 0 0.0% Q2 2026 Jul 09, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 2,309 427 0.09% 0.09% 1087 0 0.0% Q2 2026 Jul 10, 2026
Vanguard Capital Wealth Advisors History No change 2,301 426 0.29% 0.29% 1088 0 0.0% Q2 2026 Jul 23, 2026
OPINICUS CAPITAL, INC. History No change 2,300 426 0.23% 0.23% 1089 0 0.0% Q2 2026 Jul 27, 2026
Redwood Investment Management, LLC History No change 2,290 424 0.04% 0.04% 1090 0 0.0% Q2 2026 Aug 14, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History No change 2,293 424 0.2% 0.2% 1091 0 0.0% Q2 2026 Aug 10, 2026
Redhawk Wealth Advisors, Inc. History No change 2,285 423 0.04% 0.04% 1092 0 0.0% Q2 2026 Jul 09, 2026
CAPITAL ADVISORS INC/OK History No change 2,275 421 0.01% 0.01% 1093 0 0.0% Q2 2026 Jul 22, 2026
GREENLEAF TRUST History No change 2,278 421 0.0% 0.0% 1094 0 0.0% Q2 2026 Jul 21, 2026
Stelac Advisory Services LLC History No change 2,276 421 0.08% 0.08% 1095 0 0.0% Q2 2026 Aug 10, 2026
Verdence Capital Advisors LLC History No change 2,278 421 0.02% 0.02% 1096 0 0.0% Q2 2026 Jul 29, 2026
Verum Partners LLC History No change 2,276 421 0.06% 0.06% 1097 0 0.0% Q2 2026 Jul 22, 2026
Gateway Wealth Partners, LLC History No change 2,272 420 0.03% 0.03% 1098 0 0.0% Q2 2026 Aug 04, 2026
D L CARLSON INVESTMENT GROUP INC History No change 2,258 418 0.07% 0.07% 1099 0 0.0% Q2 2026 Aug 11, 2026
MIRAMONTES CAPITAL, LLC History No change 2,251 416 0.13% 0.13% 1100 0 0.0% Q2 2026 Sep 09, 2026
MWA Asset Management History No change 2,241 415 0.19% 0.19% 1101 0 0.0% Q2 2026 Jul 31, 2026
L & S Advisors Inc History No change 2,230 413 0.04% 0.04% 1102 0 0.0% Q2 2026 Aug 12, 2026
Balance Wealth Partners LLC History No change 2,227 412 0.11% 0.11% 1103 0 0.0% Q2 2026 Jul 21, 2026
SJS Investment Consulting Inc. History No change 2,219 411 0.04% 0.04% 1104 0 0.0% Q2 2026 Jul 22, 2026
PW Nova Financial Services LLC History No change 2,220 411 0.09% 0.09% 1105 0 0.0% Q2 2026 Jul 29, 2026
YHB Investment Advisors, Inc. History No change 2,218 410 0.03% 0.03% 1106 0 0.0% Q2 2026 Jul 14, 2026
Capital Square, LLC History No change 2,248 409 0.18% 0.18% 1107 0 0.0% Q2 2026 Aug 12, 2026
Pure Financial Advisors, LLC History No change 2,204 408 0.01% 0.01% 1108 0 0.0% Q2 2026 Aug 14, 2026
Centennial Wealth Advisory LLC History No change 2,206 408 0.09% 0.09% 1109 0 0.0% Q2 2026 Jul 13, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 2,189 405 0.16% 0.16% 1110 0 0.0% Q2 2026 Jul 30, 2026
N.E.W. Advisory Services LLC History No change 2,183 404 0.03% 0.03% 1111 0 0.0% Q2 2026 Aug 06, 2026
Ring Mountain Capital, LLC History No change 2,178 403 0.17% 0.17% 1112 0 0.0% Q2 2026 Aug 11, 2026
Cypress Wealth Services, LLC History No change 2,160 400 0.05% 0.05% 1113 0 0.0% Q2 2026 Jul 10, 2026
Novak & Powell Financial Services, Inc. History No change 2,138 396 0.19% 0.19% 1114 0 0.0% Q2 2026 Aug 11, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 2,138 396 0.04% 0.04% 1115 0 0.0% Q2 2026 Sep 02, 2026
BlackDiamond Wealth Management, LLC History No change 2,144 395 0.16% 0.16% 1116 0 0.0% Q2 2026 Aug 11, 2026
Well Done, LLC History No change 2,128 394 0.05% 0.05% 1117 0 0.0% Q2 2026 Jul 24, 2026
Evolution Wealth Advisors, LLC History No change 2,126 393 0.05% 0.05% 1118 0 0.0% Q2 2026 Jul 29, 2026
SENTINEL TRUST CO LBA History No change 2,110 391 0.03% 0.03% 1119 0 0.0% Q2 2026 Jul 13, 2026
Straight Path Wealth Management History No change 2,113 391 0.09% 0.09% 1120 0 0.0% Q2 2026 Jul 27, 2026
Mainstream Capital Management LLC History No change 2,114 391 0.24% 0.24% 1121 0 0.0% Q2 2026 Jul 15, 2026
Northstar Financial Companies, Inc. History No change 2,107 390 0.26% 0.26% 1122 0 0.0% Q2 2026 Aug 06, 2026
Annex Advisory Services, LLC History No change 2,103 389 0.01% 0.01% 1123 0 0.0% Q2 2026 Jul 10, 2026
BlueCrest Capital Management Ltd History No change 2,100 388 0.01% 0.01% 1124 0 0.0% Q2 2026 Aug 14, 2026
180 WEALTH ADVISORS, LLC History No change 2,095 388 0.04% 0.04% 1125 0 0.0% Q2 2026 Jul 07, 2026
Vertrix Wealth Management, LLC History No change 2,080 385 0.13% 0.13% 1126 0 0.0% Q2 2026 Jul 09, 2026
Karnit Road Accident Victims Compensation Fund History No change 2,078 384 0.22% 0.22% 1127 0 0.0% Q2 2026 Aug 03, 2026
INTRUST BANK NA History No change 2,069 383 0.03% 0.03% 1128 0 0.0% Q2 2026 Aug 05, 2026
Southland Equity Partners LLC History No change 2,068 383 0.07% 0.07% 1129 0 0.0% Q2 2026 Jul 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,097 382 0.01% 0.01% 1130 0 0.0% Q2 2026 Jul 27, 2026
GTS SECURITIES LLC History No change 2,050 379 0.01% 0.01% 1131 0 0.0% Q2 2026 Aug 14, 2026
WealthPlan Investment Management, LLC History No change 2,051 379 0.02% 0.02% 1132 0 0.0% Q2 2026 Jul 28, 2026
LEGACY FINANCIAL GROUP, INC. History No change 2,043 378 0.09% 0.09% 1133 0 0.0% Q2 2026 Jul 30, 2026
MEMBERS WEALTH LLC History No change 2,044 378 0.21% 0.21% 1134 0 0.0% Q2 2026 Jul 09, 2026
Synergy Financial Group, LTD History No change 2,038 377 0.27% 0.27% 1135 0 0.0% Q2 2026 Aug 04, 2026
Sun Group Wealth Partners History No change 2,034 376 0.26% 0.26% 1136 0 0.0% Q2 2026 Jul 23, 2026
Symphony Financial Services, Inc. History No change 2,016 373 0.17% 0.17% 1137 0 0.0% Q2 2026 Jul 22, 2026
SYON CAPITAL LLC History No change 2,007 371 0.02% 0.02% 1138 0 0.0% Q2 2026 Aug 14, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 2,000 370 0.01% 0.01% 1139 0 0.0% Q2 2026 Jul 16, 2026
MOTCO History No change 1,999 370 0.03% 0.03% 1140 0 0.0% Q2 2026 Jul 31, 2026
Rathbones Group PLC History No change 2,000 370 0.0% 0.0% 1141 0 0.0% Q2 2026 Jul 23, 2026
AssuredPartners Investment Advisors, LLC History No change 2,000 370 0.04% 0.04% 1142 0 0.0% Q2 2026 Aug 10, 2026
Wealth Watch Advisors, INC History No change 1,990 368 0.12% 0.12% 1143 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 1,982 367 0.0% 0.0% 1144 0 0.0% Q2 2026 Aug 13, 2026
Traynor Capital Management, Inc. History No change 1,979 366 0.02% 0.02% 1145 0 0.0% Q2 2026 Jul 22, 2026
BIP Wealth, LLC History No change 1,973 365 0.01% 0.01% 1146 0 0.0% Q2 2026 Aug 03, 2026
GK Wealth Management LLC History No change 1,975 365 0.19% 0.19% 1147 0 0.0% Q2 2026 Jul 07, 2026
HUB Investment Partners, LLC History No change 1,968 364 0.01% 0.01% 1148 0 0.0% Q2 2026 Jul 31, 2026
Loudon Investment Management, LLC History No change 1,950 361 0.18% 0.18% 1149 0 0.0% Q2 2026 Aug 14, 2026
Stone Summit Wealth LLC History No change 1,950 361 0.09% 0.09% 1150 0 0.0% Q2 2026 Jul 23, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 2,237 361 0.21% 0.21% 1151 0 0.0% Q2 2026 Aug 19, 2026
GERMAN AMERICAN BANCORP, INC. History No change 1,948 360 0.03% 0.03% 1152 0 0.0% Q2 2026 Aug 06, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,942 359 0.03% 0.03% 1153 0 0.0% Q2 2026 Jul 22, 2026
BURLING WEALTH PARTNERS, LLC History No change 1,940 359 0.05% 0.05% 1154 0 0.0% Q2 2026 Aug 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 1,936 358 0.01% 0.01% 1155 0 0.0% Q2 2026 Jul 23, 2026
First Command Advisory Services, Inc. History No change 1,933 358 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 10, 2026
Narwhal Capital Management History No change 1,925 356 0.02% 0.02% 1157 0 0.0% Q2 2026 Jul 24, 2026
Sage Capital Management, LLC History No change 1,924 356 0.14% 0.14% 1158 0 0.0% Q2 2026 Jul 20, 2026
Prostatis Group LLC History No change 1,911 353 0.08% 0.08% 1159 0 0.0% Q2 2026 Aug 14, 2026
Ameraudi Asset Management, Inc. History No change 1,911 353 0.16% 0.16% 1160 0 0.0% Q2 2026 Aug 06, 2026
CrossGen Wealth, LLC History No change 1,901 352 0.27% 0.27% 1161 0 0.0% Q2 2026 Jul 24, 2026
Shearwater Capital LLC History No change 1,896 351 0.17% 0.17% 1162 0 0.0% Q2 2026 Jul 08, 2026
HORAN Wealth, LLC History No change 1,889 349 0.04% 0.04% 1163 0 0.0% Q2 2026 Aug 26, 2026
Stratos Investment Management, LLC History No change 1,883 348 0.01% 0.01% 1164 0 0.0% Q2 2026 Aug 11, 2026
Balefire, LLC History No change 1,882 348 0.06% 0.06% 1165 0 0.0% Q2 2026 Jul 07, 2026
Baldwin Investment Management, LLC History No change 1,870 346 0.03% 0.03% 1166 0 0.0% Q2 2026 Jul 28, 2026
Diversified Trust Co History No change 1,868 346 0.01% 0.01% 1167 0 0.0% Q2 2026 Jul 17, 2026
LVW Advisors, LLC History No change 1,870 346 0.03% 0.03% 1168 0 0.0% Q2 2026 Jul 15, 2026
Capstone Wealth Management Group, Inc. History No change 1,870 346 0.21% 0.21% 1169 0 0.0% Q2 2026 Jul 27, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,861 344 0.0% 0.0% 1170 0 0.0% Q2 2026 Aug 13, 2026
Global Trust Asset Management, LLC History No change 1,857 344 0.11% 0.11% 1171 0 0.0% Q2 2026 Aug 03, 2026
Purkiss Capital Advisors LLC History No change 1,854 343 0.13% 0.13% 1172 0 0.0% Q2 2026 Jul 30, 2026
Aventura Private Wealth, LLC History No change 1,856 343 0.11% 0.11% 1173 0 0.0% Q2 2026 Jul 15, 2026
WealthTrust Axiom LLC History No change 1,848 342 0.08% 0.08% 1174 0 0.0% Q2 2026 Aug 11, 2026
Plan Group Financial, LLC History No change 1,850 342 0.07% 0.07% 1175 0 0.0% Q2 2026 Aug 03, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 1,850 342 0.05% 0.05% 1176 0 0.0% Q2 2026 Aug 14, 2026
TrueWealth Advisors, LLC History No change 1,831 339 0.08% 0.08% 1177 0 0.0% Q2 2026 Jul 08, 2026
SIGNATUREFD, LLC History No change 1,827 338 0.0% 0.0% 1178 0 0.0% Q2 2026 Jul 23, 2026
Freestone Capital Holdings, LLC History No change 1,826 338 0.01% 0.01% 1179 0 0.0% Q2 2026 Jul 31, 2026
Rossmore Private Capital History No change 1,825 338 0.03% 0.03% 1180 0 0.0% Q2 2026 Jul 31, 2026
BEARING POINT CAPITAL, LLC History No change 1,830 338 0.05% 0.05% 1181 0 0.0% Q2 2026 Aug 11, 2026
ADIRONDACK TRUST CO History No change 1,822 337 0.1% 0.1% 1182 0 0.0% Q2 2026 Jul 16, 2026
Purpose Unlimited Inc. History No change 1,827 337 0.01% 0.01% 1183 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 1,819 336 0.01% 0.01% 1184 0 0.0% Q2 2026 Jul 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,814 335 0.01% 0.01% 1185 0 0.0% Q2 2026 Jul 21, 2026
Mission Creek Capital Partners, Inc. History No change 1,795 332 0.06% 0.06% 1186 0 0.0% Q2 2026 Aug 14, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 1,785 330 0.09% 0.09% 1187 0 0.0% Q2 2026 Jul 27, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 1,786 330 0.07% 0.07% 1188 0 0.0% Q2 2026 Jul 07, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 1,780 329 0.12% 0.12% 1189 0 0.0% Q2 2026 Aug 07, 2026
M.E. ALLISON & CO., INC. History No change 1,766 327 0.19% 0.19% 1190 0 0.0% Q2 2026 Jul 07, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,764 326 0.0% 0.0% 1191 0 0.0% Q2 2026 Aug 10, 2026
Fortis Group Advisors, LLC History No change 1,763 326 0.05% 0.05% 1192 0 0.0% Q2 2026 Jul 24, 2026
Financial Freedom, LLC History No change 1,756 325 0.15% 0.15% 1193 0 0.0% Q2 2026 Aug 05, 2026
Ethic Inc. History No change 1,752 324 0.0% 0.0% 1194 0 0.0% Q2 2026 Jul 29, 2026
Gray Private Wealth, LLC History No change 1,753 324 0.14% 0.14% 1195 0 0.0% Q2 2026 Jul 24, 2026
Tannin Capital LLC History No change 1,735 321 0.21% 0.21% 1196 0 0.0% Q2 2026 Aug 04, 2026
Rise Advisors, LLC History No change 1,732 320 0.09% 0.09% 1197 0 0.0% Q2 2026 Jul 10, 2026
Private Wealth Asset Management, LLC History No change 1,730 320 0.03% 0.03% 1198 0 0.0% Q2 2026 Aug 11, 2026
Mirador Capital Partners LP History No change 1,724 319 0.04% 0.04% 1199 0 0.0% Q2 2026 Jul 07, 2026
Plotkin Financial Advisors, LLC History No change 1,725 319 0.13% 0.13% 1200 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 1,724 319 0.03% 0.03% 1201 0 0.0% Q2 2026 Jul 09, 2026
ELLERSON GROUP INC /ADV History No change 1,719 318 0.19% 0.19% 1202 0 0.0% Q2 2026 Jul 31, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,720 318 0.02% 0.02% 1203 0 0.0% Q2 2026 Jul 27, 2026
Chris Bulman Inc History No change 1,721 318 0.12% 0.12% 1204 0 0.0% Q2 2026 Jul 22, 2026
Stack Financial Management, Inc History No change 1,715 317 0.02% 0.02% 1205 0 0.0% Q2 2026 Aug 03, 2026
Main Street Financial Solutions, LLC History No change 1,709 316 0.02% 0.02% 1206 0 0.0% Q2 2026 Aug 07, 2026
Brick & Kyle, Associates History No change 1,950 315 0.1% 0.1% 1207 0 0.0% Q2 2026 Aug 06, 2026
Bryn Mawr Trust Advisors, LLC History No change 1,705 315 0.01% 0.01% 1208 0 0.0% Q2 2026 Aug 03, 2026
Strategic Investment Advisors / MI History No change 1,702 315 0.02% 0.02% 1209 0 0.0% Q2 2026 Aug 14, 2026
Missouri Trust & Investment Co History No change 1,753 315 0.09% 0.09% 1210 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 1,689 312 0.03% 0.03% 1211 0 0.0% Q2 2026 Aug 03, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 1,682 311 0.11% 0.11% 1212 0 0.0% Q2 2026 Jul 23, 2026
Vantus Wealth LLC History No change 1,679 311 0.17% 0.17% 1213 0 0.0% Q2 2026 Aug 07, 2026
Advisors Capital Management, LLC History No change 1,678 310 0.0% 0.0% 1214 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 1,674 310 0.0% 0.0% 1215 0 0.0% Q2 2026 Jul 27, 2026
Fifth Third Wealth Advisors LLC History No change 1,676 310 0.01% 0.01% 1216 0 0.0% Q2 2026 Jul 17, 2026
CFS Investment Advisory Services, LLC History No change 1,682 309 0.02% 0.02% 1217 0 0.0% Q2 2026 Jul 16, 2026
Parkside Financial Bank & Trust History No change 1,662 307 0.02% 0.02% 1218 0 0.0% Q2 2026 Sep 04, 2026
SevenBridge Financial Group, LLC History No change 1,660 307 0.05% 0.05% 1219 0 0.0% Q2 2026 Aug 12, 2026
Mattern Wealth Management LLC History No change 1,650 305 0.05% 0.05% 1220 0 0.0% Q2 2026 Jul 23, 2026
Barnes Wealth Management Group, Inc History No change 1,646 305 0.14% 0.14% 1221 0 0.0% Q2 2026 Jul 24, 2026
Stolper Co History No change 1,643 304 0.08% 0.08% 1222 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 1,646 304 0.03% 0.03% 1223 0 0.0% Q2 2026 Jul 10, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 1,641 303 0.16% 0.16% 1224 0 0.0% Q2 2026 Aug 12, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1,633 302 0.04% 0.04% 1225 0 0.0% Q2 2026 Aug 05, 2026
Sageworth Trust Co History No change 1,626 301 0.01% 0.01% 1226 0 0.0% Q2 2026 Jul 28, 2026
Two West Capital Advisors LLC History No change 1,685 300 0.15% 0.15% 1227 0 0.0% Q2 2026 Jul 22, 2026
GenTrust, LLC History No change 1,612 298 0.01% 0.01% 1228 0 0.0% Q2 2026 Aug 06, 2026
Chatterton & Associates Inc. History No change 1,648 298 0.18% 0.18% 1229 0 0.0% Q2 2026 Jul 14, 2026
Artesa Financial Group, LLC History No change 1,610 298 0.25% 0.25% 1230 0 0.0% Q2 2026 Jul 27, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,600 297 0.0% 0.0% 1231 0 0.0% Q2 2026 Aug 14, 2026
WP Advisors, LLC History No change 1,608 297 0.07% 0.07% 1232 0 0.0% Q2 2026 Jul 29, 2026
Investment Partners Asset Management, Inc. History No change 1,603 296 0.16% 0.16% 1233 0 0.0% Q2 2026 Jul 24, 2026
Rinkey Investments History No change 1,600 296 0.07% 0.07% 1234 0 0.0% Q2 2026 Jul 20, 2026
Dynamic Wealth Strategies, LLC History No change 1,600 296 0.16% 0.16% 1235 0 0.0% Q2 2026 Jul 23, 2026
Verity & Verity, LLC History No change 1,588 294 0.02% 0.02% 1236 0 0.0% Q2 2026 Jul 28, 2026
Wellington Shields Capital Management, LLC History No change 1,585 293 0.04% 0.04% 1237 0 0.0% Q2 2026 Aug 10, 2026
Peak Financial Management, Inc. History No change 1,585 293 0.07% 0.07% 1238 0 0.0% Q2 2026 Jul 20, 2026
GARRISON POINT ADVISORS, LLC History No change 1,584 293 0.12% 0.12% 1239 0 0.0% Q2 2026 Jul 31, 2026
Centric Wealth Management History No change 1,713 292 0.05% 0.05% 1240 0 0.0% Q2 2026 Aug 06, 2026
GC Wealth Management RIA, LLC History No change 1,575 291 0.02% 0.02% 1241 0 0.0% Q2 2026 Jul 16, 2026
Aprio Wealth Management, LLC History No change 1,570 290 0.01% 0.01% 1242 0 0.0% Q2 2026 Jul 24, 2026
Nadler Financial Group, Inc. History No change 1,565 289 0.02% 0.02% 1243 0 0.0% Q2 2026 Jul 29, 2026
Independent Solutions Wealth Management, LLC History No change 1,555 288 0.04% 0.04% 1244 0 0.0% Q2 2026 Jul 29, 2026
Safeguard Investment Advisory Group, LLC History No change 1,550 287 0.07% 0.07% 1245 0 0.0% Q2 2026 Aug 13, 2026
Wilson & Boucher Capital Management, LLC History No change 1,545 286 0.17% 0.17% 1246 0 0.0% Q2 2026 Aug 18, 2026
Telos Capital Management, Inc. History No change 1,534 284 0.03% 0.03% 1247 0 0.0% Q2 2026 Jul 22, 2026
Winter & Associates, Inc. History No change 1,537 284 0.21% 0.21% 1248 0 0.0% Q2 2026 Jul 09, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,530 283 0.0% 0.0% 1249 0 0.0% Q2 2026 Aug 14, 2026
First Financial Bank - Trust Division History Reduced 1,691 282 0.02% 0.27% 1251 -18,865 -91.77% Q3 2026 Oct 01, 2026
FIRST FINANCIAL BANKSHARES INC History No change 1,525 282 0.01% 0.01% 1250 0 0.0% Q2 2026 Aug 11, 2026
FIRST UNITED BANK & TRUST History No change 1,519 281 0.08% 0.08% 1252 0 0.0% Q2 2026 Jul 20, 2026
COFG Advisors, LLC History No change 1,521 281 0.05% 0.05% 1253 0 0.0% Q2 2026 Aug 14, 2026
Rockport Wealth LLC History No change 1,515 280 0.05% 0.05% 1254 0 0.0% Q2 2026 Jul 27, 2026
Viaable, LLC History No change 1,519 278 0.23% 0.23% 1255 0 0.0% Q2 2026 Aug 14, 2026
Milestone Asset Management Group, LLC History No change 1,504 278 0.14% 0.14% 1256 0 0.0% Q2 2026 Jul 30, 2026
Verition Fund Management LLC History No change 1,499 277 0.0% 0.0% 1257 0 0.0% Q2 2026 Aug 14, 2026
Navis Wealth Advisors, LLC History No change 1,500 277 0.11% 0.11% 1258 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 1,491 276 0.01% 0.01% 1259 0 0.0% Q2 2026 Aug 14, 2026
Spartan Planning & Wealth Management History No change 1,492 276 0.18% 0.18% 1260 0 0.0% Q2 2026 Jul 22, 2026
Accurate Wealth Management, LLC History No change 1,520 276 0.03% 0.03% 1261 0 0.0% Q2 2026 Jul 14, 2026
Discipline Wealth Solutions, LLC History No change 1,491 276 0.02% 0.02% 1262 0 0.0% Q2 2026 Jul 21, 2026
Curi Capital, LLC History No change 1,490 275 0.0% 0.0% 1263 0 0.0% Q2 2026 Aug 14, 2026
Three Bridge Wealth Advisors, LLC History No change 1,490 275 0.07% 0.07% 1264 0 0.0% Q2 2026 Jul 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,481 274 0.0% 0.0% 1265 0 0.0% Q2 2026 Aug 13, 2026
Penobscot Investment Management Company, Inc. History No change 1,475 273 0.02% 0.02% 1266 0 0.0% Q2 2026 Jul 24, 2026
LRI Investments, LLC History No change 1,478 273 0.02% 0.02% 1267 0 0.0% Q2 2026 Jul 14, 2026
TABLEAUX LLC History No change 1,476 273 0.11% 0.11% 1268 0 0.0% Q2 2026 Aug 07, 2026
Investment Insight Wealth Management, LLC History No change 1,469 272 0.24% 0.24% 1269 0 0.0% Q2 2026 Jul 27, 2026
Sovereign Financial Group, Inc. History No change 1,469 272 0.04% 0.04% 1270 0 0.0% Q2 2026 Jul 24, 2026
McHugh Group, LLC History No change 1,470 272 0.14% 0.14% 1271 0 0.0% Q2 2026 Jul 16, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,466 271 0.01% 0.01% 1272 0 0.0% Q2 2026 Aug 14, 2026
Westfuller Advisors, LLC History No change 1,468 271 0.1% 0.1% 1273 0 0.0% Q2 2026 Jul 29, 2026
Calamos Wealth Management LLC History No change 1,463 270 0.01% 0.01% 1274 0 0.0% Q2 2026 Jul 31, 2026
M3 Advisory Group, LLC History No change 1,462 270 0.14% 0.14% 1275 0 0.0% Q2 2026 Jul 24, 2026
PITTENGER & ANDERSON INC History No change 1,450 268 0.01% 0.01% 1276 0 0.0% Q2 2026 Jul 27, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,450 268 0.02% 0.02% 1277 0 0.0% Q2 2026 Aug 07, 2026
Bath Savings Trust Co History No change 1,437 266 0.03% 0.03% 1278 0 0.0% Q2 2026 Jul 09, 2026
Roundview Capital LLC History No change 1,441 266 0.01% 0.01% 1279 0 0.0% Q2 2026 Jul 30, 2026
New England Private Wealth Advisors LLC History No change 1,456 266 0.03% 0.03% 1280 0 0.0% Q2 2026 Aug 04, 2026
Capstone Financial Advisors, Inc. History No change 1,439 266 0.01% 0.01% 1281 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 1,437 266 0.08% 0.08% 1282 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 1,435 265 0.0% 0.0% 1283 0 0.0% Q2 2026 Aug 14, 2026
Bedel Financial Consulting, Inc. History No change 1,432 265 0.02% 0.02% 1284 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ALLIANCE, LLC History No change 1,432 265 0.02% 0.02% 1285 0 0.0% Q2 2026 Aug 11, 2026
Birchcreek Wealth Management, LLC History No change 1,431 265 0.1% 0.1% 1286 0 0.0% Q2 2026 Aug 06, 2026
PARK NATIONAL CORP /OH/ History No change 1,583 264 0.01% 0.01% 1287 0 0.0% Q3 2026 Oct 05, 2026
STRATEGY ASSET MANAGERS LLC History No change 1,422 263 0.04% 0.04% 1288 0 0.0% Q2 2026 Aug 14, 2026
Provident Wealth Management, LLC History No change 1,425 263 0.07% 0.07% 1289 0 0.0% Q2 2026 Aug 04, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 1,621 262 0.03% 0.03% 1290 0 0.0% Q2 2026 Aug 05, 2026
LEE DANNER & BASS INC History No change 1,413 261 0.02% 0.02% 1291 0 0.0% Q2 2026 Jul 21, 2026
SWMG, LLC History No change 1,447 261 0.06% 0.06% 1292 0 0.0% Q2 2026 Jul 15, 2026
Invera Wealth Advisors, LLC History No change 1,411 261 0.14% 0.14% 1293 0 0.0% Q2 2026 Jul 29, 2026
Front Row Advisors LLC History No change 1,400 259 0.07% 0.07% 1294 0 0.0% Q2 2026 Aug 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 1,388 257 0.06% 0.06% 1295 0 0.0% Q2 2026 Aug 14, 2026
Byrne Asset Management LLC History Added to 1,519 256 0.14% 0.14% 1298 +85 5.93% Q3 2026 Oct 06, 2026
CHATHAM CAPITAL GROUP, INC. History No change 1,383 256 0.03% 0.03% 1296 0 0.0% Q2 2026 Jul 10, 2026
Diversified Portfolios, Inc. History No change 1,385 256 0.02% 0.02% 1297 0 0.0% Q2 2026 Aug 04, 2026
KG Capital Management History No change 1,375 254 0.15% 0.15% 1299 0 0.0% Q2 2026 Aug 07, 2026
Balboa Wealth Partners History No change 1,376 254 0.03% 0.03% 1300 0 0.0% Q2 2026 Aug 10, 2026
BAYBAN History No change 1,375 254 0.19% 0.19% 1301 0 0.0% Q2 2026 Jul 30, 2026
TFO Wealth Partners, LLC History No change 1,368 253 0.03% 0.03% 1302 0 0.0% Q2 2026 Aug 10, 2026
Maltin Wealth Management, Inc. History No change 1,369 253 0.08% 0.08% 1303 0 0.0% Q2 2026 Jul 22, 2026
Apella Capital, LLC History No change 1,388 253 0.0% 0.0% 1304 0 0.0% Q2 2026 Jul 08, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 1,365 252 0.02% 0.02% 1305 0 0.0% Q2 2026 Jul 20, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 1,362 252 0.01% 0.01% 1306 0 0.0% Q2 2026 Aug 13, 2026
Pines Wealth Management, LLC History No change 1,363 252 0.07% 0.07% 1307 0 0.0% Q2 2026 Jul 22, 2026
NCM Capital Management, LLC History No change 1,360 251 0.08% 0.08% 1308 0 0.0% Q2 2026 Aug 14, 2026
KICKSTAND VENTURES, LLC. History No change 1,357 251 0.05% 0.05% 1309 0 0.0% Q2 2026 Jul 30, 2026
First Heartland Consultants, Inc. History No change 1,353 250 0.02% 0.02% 1310 0 0.0% Q2 2026 Jul 08, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 1,352 250 0.04% 0.04% 1311 0 0.0% Q2 2026 Aug 14, 2026
Keudell/Morrison Wealth Management History No change 1,340 248 0.05% 0.05% 1312 0 0.0% Q2 2026 Jul 15, 2026
Wingate Wealth Advisors, Inc. History No change 1,343 248 0.11% 0.11% 1313 0 0.0% Q2 2026 Jul 29, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,338 247 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 12, 2026
Waterfront Wealth Inc. History No change 1,362 247 0.04% 0.04% 1315 0 0.0% Q2 2026 Jul 30, 2026
Inscription Capital, LLC History No change 1,332 246 0.02% 0.02% 1316 0 0.0% Q2 2026 Aug 13, 2026
Impact Partnership Wealth, LLC History No change 1,328 246 0.02% 0.02% 1317 0 0.0% Q2 2026 Jul 29, 2026
Diversified Enterprises, LLC History No change 1,333 246 0.01% 0.01% 1318 0 0.0% Q2 2026 Jul 31, 2026
DAGCO, INC. History No change 1,327 245 0.05% 0.05% 1319 0 0.0% Q2 2026 Jul 10, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 1,317 243 0.13% 0.13% 1320 0 0.0% Q2 2026 Jul 21, 2026
1900 WEALTH MANAGEMENT LLC History No change 1,317 243 0.01% 0.01% 1321 0 0.0% Q2 2026 Aug 04, 2026
Total Clarity Wealth Management, Inc. History No change 1,316 243 0.05% 0.05% 1322 0 0.0% Q2 2026 Jul 23, 2026
Beacon Capital Management, LLC History No change 1,312 243 0.04% 0.04% 1323 0 0.0% Q2 2026 Jul 29, 2026
Synergy Asset Management, LLC History No change 1,303 241 0.02% 0.02% 1324 0 0.0% Q2 2026 Jul 22, 2026
CLG LLC History No change 1,304 241 0.05% 0.05% 1325 0 0.0% Q2 2026 Jul 16, 2026
Roan Capital Partners History No change 1,303 241 0.2% 0.2% 1326 0 0.0% Q2 2026 Jul 08, 2026
Retirement Planning Co of New England, Inc. History No change 1,298 240 0.09% 0.09% 1327 0 0.0% Q2 2026 Jul 30, 2026
Cyndeo Wealth Partners, LLC History No change 1,300 240 0.01% 0.01% 1328 0 0.0% Q2 2026 Jul 21, 2026
CHAPIN DAVIS, INC. History No change 1,293 239 0.04% 0.04% 1329 0 0.0% Q2 2026 Jul 07, 2026
Peoples Bank/KS History No change 1,291 239 0.23% 0.23% 1330 0 0.0% Q2 2026 Jul 09, 2026
EFG International AG History No change 1,295 239 0.0% 0.0% 1331 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Services History No change 1,285 238 0.06% 0.06% 1332 0 0.0% Q2 2026 Aug 05, 2026
Total Wealth Planning & Management, Inc. History No change 1,290 238 0.16% 0.16% 1333 0 0.0% Q2 2026 Jul 28, 2026
Gryphon Financial Partners LLC History No change 1,271 235 0.02% 0.02% 1334 0 0.0% Q2 2026 Aug 05, 2026
Autumn Glory Partners, LLC History No change 1,272 235 0.07% 0.07% 1335 0 0.0% Q2 2026 Aug 03, 2026
KTF INVESTMENTS, LLC History No change 1,270 235 0.02% 0.02% 1336 0 0.0% Q2 2026 Aug 10, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 1,265 234 0.02% 0.02% 1337 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,249 234 0.02% 0.02% 1338 0 0.0% Q2 2026 Aug 13, 2026
Legacy Financial Strategies, LLC History No change 1,259 233 0.04% 0.04% 1339 0 0.0% Q2 2026 Jul 21, 2026
CITY HOLDING CO History No change 1,255 232 0.03% 0.03% 1340 0 0.0% Q2 2026 Jul 10, 2026
WEST BANCORPORATION INC History No change 1,257 232 0.1% 0.1% 1341 0 0.0% Q2 2026 Jul 23, 2026
High Point Wealth Management, LLC History No change 1,255 232 0.19% 0.19% 1342 0 0.0% Q2 2026 Jul 20, 2026
Florida Trust Wealth Management Co History No change 1,250 231 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 27, 2026
USA FINANCIAL FORMULAS History No change 1,245 230 0.04% 0.04% 1344 0 0.0% Q2 2026 Aug 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 1,245 230 0.03% 0.03% 1345 0 0.0% Q2 2026 Jul 21, 2026
FIRST CITIZENS BANK & TRUST CO History No change 1,238 229 0.0% 0.0% 1346 0 0.0% Q2 2026 Jul 13, 2026
Investmark Advisory Group LLC History No change 1,241 229 0.09% 0.09% 1347 0 0.0% Q2 2026 Aug 07, 2026
LEIGH BALDWIN & CO., LLC History No change 1,235 228 0.12% 0.12% 1348 0 0.0% Q2 2026 Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,236 228 0.01% 0.01% 1349 0 0.0% Q2 2026 Jul 08, 2026
WESPAC Advisors SoCal, LLC History No change 1,236 228 0.04% 0.04% 1350 0 0.0% Q2 2026 Jul 16, 2026
Bluesphere Advisors LLC History No change 1,234 228 0.07% 0.07% 1351 0 0.0% Q2 2026 Jul 30, 2026
STAR Financial Bank History No change 1,236 228 0.09% 0.09% 1352 0 0.0% Q2 2026 Aug 07, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 1,229 227 0.02% 0.02% 1353 0 0.0% Q2 2026 Aug 07, 2026
Sound Income Strategies, LLC History No change 1,230 227 0.01% 0.01% 1354 0 0.0% Q2 2026 Jul 20, 2026
J. Derek Lewis & Associates Inc. History No change 1,228 227 0.04% 0.04% 1355 0 0.0% Q2 2026 Jul 31, 2026
Johnson Financial Group, Inc. History No change 1,225 226 0.01% 0.01% 1356 0 0.0% Q2 2026 Aug 10, 2026
Freedom Investment Management, Inc. History No change 1,221 226 0.06% 0.06% 1357 0 0.0% Q2 2026 Aug 10, 2026
Amicus Financial Advisors, LLC History No change 1,222 226 0.06% 0.06% 1358 0 0.0% Q2 2026 Jul 20, 2026
SouthState Bank Corp History No change 1,220 225 0.01% 0.01% 1359 0 0.0% Q2 2026 Aug 06, 2026
BALANCED WEALTH GROUP LLC History No change 1,219 225 0.07% 0.07% 1360 0 0.0% Q2 2026 Aug 10, 2026
Harfst & Associates, Inc. History No change 1,209 224 0.03% 0.03% 1361 0 0.0% Q2 2026 Jul 31, 2026
Third View Private Wealth, LLC History No change 1,210 224 0.03% 0.03% 1362 0 0.0% Q2 2026 Jul 27, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,208 223 0.0% 0.0% 1363 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 1,208 223 0.06% 0.06% 1364 0 0.0% Q2 2026 Jul 21, 2026
Vines Capital Management, LLC History No change 1,209 223 0.18% 0.18% 1365 0 0.0% Q2 2026 Aug 14, 2026
GRANDFIELD & DODD, LLC History No change 1,200 222 0.01% 0.01% 1366 0 0.0% Q2 2026 Aug 07, 2026
Coyle Financial Counsel LLC History No change 1,201 222 0.04% 0.04% 1367 0 0.0% Q2 2026 Aug 07, 2026
C2C Wealth Management, LLC History No change 1,202 222 0.17% 0.17% 1368 0 0.0% Q2 2026 Jul 09, 2026
PINCUS CAPITAL MANAGEMENT, LP History No change 1,200 222 0.13% 0.13% 1369 0 0.0% Q2 2026 Jul 31, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,194 221 0.02% 0.02% 1370 0 0.0% Q2 2026 Jul 07, 2026
Wealth Management Associates, Inc. History No change 1,197 221 0.06% 0.06% 1371 0 0.0% Q2 2026 Jul 21, 2026
ASHTON THOMAS SECURITIES, LLC History No change 1,188 220 0.03% 0.03% 1372 0 0.0% Q2 2026 Jul 27, 2026
Huntleigh Advisors, Inc. History No change 1,190 220 0.03% 0.03% 1373 0 0.0% Q2 2026 Aug 04, 2026
Axim Planning & Wealth History No change 1,192 220 0.31% 0.31% 1374 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,192 220 0.12% 0.12% 1375 0 0.0% Q2 2026 Aug 14, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 1,174 217 0.03% 0.03% 1376 0 0.0% Q2 2026 Aug 04, 2026
Parisi Gray Wealth Management History No change 1,176 217 0.04% 0.04% 1377 0 0.0% Q2 2026 Jul 09, 2026
CVA Family Office, LLC History No change 1,173 217 0.02% 0.02% 1378 0 0.0% Q2 2026 Aug 07, 2026
Castle Rock Wealth Management, LLC History No change 1,182 216 0.04% 0.04% 1379 0 0.0% Q2 2026 Jul 07, 2026
Avidian Wealth Enterprises, LLC History No change 1,161 215 0.01% 0.01% 1380 0 0.0% Q2 2026 Jul 24, 2026
Compound Planning, Inc. History No change 1,161 215 0.01% 0.01% 1381 0 0.0% Q2 2026 Aug 04, 2026
Farmers & Merchants Trust Co of Long Beach History No change 1,160 214 0.05% 0.05% 1382 0 0.0% Q2 2026 Aug 05, 2026
Sather Financial Group Inc History No change 1,152 213 0.01% 0.01% 1383 0 0.0% Q2 2026 Jul 30, 2026
Broadleaf Partners, LLC History No change 1,154 213 0.04% 0.04% 1384 0 0.0% Q2 2026 Aug 13, 2026
Aries Wealth Management History No change 1,153 213 0.04% 0.04% 1385 0 0.0% Q2 2026 Jul 24, 2026
Cove Private Wealth, LLC History No change 1,150 213 0.04% 0.04% 1386 0 0.0% Q2 2026 Jul 31, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 1,153 213 0.02% 0.02% 1387 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE CLIENT SERVICES, LLC History New 1,274 212 0.06% — 1388 +1,274 New Q3 2026 Oct 02, 2026
Community Bank, N.A. History No change 1,140 211 0.02% 0.02% 1389 0 0.0% Q2 2026 Aug 13, 2026
Madison Wealth Partners, Inc History No change 1,137 210 0.03% 0.03% 1390 0 0.0% Q2 2026 Aug 12, 2026
Bonfire Financial History No change 1,125 208 0.13% 0.13% 1391 0 0.0% Q2 2026 Aug 07, 2026
Forvis Mazars Wealth Advisors, LLC History No change 1,118 207 0.0% 0.0% 1392 0 0.0% Q2 2026 Aug 10, 2026
CPWA, LLC History No change 1,118 207 0.24% 0.24% 1393 0 0.0% Q2 2026 Jul 30, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 1,114 206 0.01% 0.01% 1394 0 0.0% Q2 2026 Aug 03, 2026
Corsicana & Co. History No change 1,115 206 0.1% 0.1% 1395 0 0.0% Q2 2026 Jul 24, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,109 205 0.0% 0.0% 1396 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 1,110 205 0.01% 0.01% 1397 0 0.0% Q2 2026 Jul 10, 2026
SVB WEALTH LLC History No change 1,110 205 0.01% 0.01% 1398 0 0.0% Q2 2026 Jul 17, 2026
Lakeridge Wealth Management LLC History No change 1,110 205 0.08% 0.08% 1399 0 0.0% Q2 2026 Jul 14, 2026
CATHY PARETO & ASSOCIATES, INC History No change 1,108 205 0.12% 0.12% 1400 0 0.0% Q2 2026 Jul 15, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,102 204 0.01% 0.01% 1401 0 0.0% Q2 2026 Aug 11, 2026
Saxony Capital Management, LLC History No change 1,106 204 0.09% 0.09% 1402 0 0.0% Q2 2026 Jul 15, 2026
PACIFIC SUN FINANCIAL CORP History No change 1,098 203 0.08% 0.08% 1403 0 0.0% Q2 2026 Aug 07, 2026
Skyline Advisors, Inc. History No change 1,097 203 0.06% 0.06% 1404 0 0.0% Q2 2026 Jul 20, 2026
Advocate Investing Services LLC History No change 1,100 203 0.16% 0.16% 1405 0 0.0% Q2 2026 Jul 28, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 1,092 202 0.01% 0.01% 1406 0 0.0% Q2 2026 Aug 10, 2026
Pachira Investments Inc. History No change 1,096 202 0.08% 0.08% 1407 0 0.0% Q2 2026 Jul 17, 2026
MEANS INVESTMENT CO., INC. History No change 1,089 201 0.02% 0.02% 1408 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History No change 1,090 201 0.01% 0.01% 1409 0 0.0% Q2 2026 Jul 29, 2026
BANK OF STOCKTON History No change 1,080 200 0.06% 0.06% 1410 0 0.0% Q2 2026 Jul 29, 2026
WealthPLAN Partners, LLC History No change 1,084 200 0.04% 0.04% 1411 0 0.0% Q2 2026 Jul 28, 2026
NVWM, LLC History No change 1,082 200 0.04% 0.04% 1412 0 0.0% Q2 2026 Jul 28, 2026
Daybright Advisory Services, Inc. History No change 1,113 200 0.05% 0.05% 1413 0 0.0% Q2 2026 Aug 04, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 1,074 198 0.01% 0.01% 1414 0 0.0% Q2 2026 Aug 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 1,050 194 0.0% 0.0% 1415 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 1,028 190 0.01% 0.01% 1416 0 0.0% Q2 2026 Jul 24, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 1,021 189 0.06% 0.06% 1417 0 0.0% Q2 2026 Jul 24, 2026
SYM FINANCIAL Corp History No change 1,000 185 0.01% 0.01% 1418 0 0.0% Q2 2026 Aug 04, 2026
HM PAYSON & CO History No change 1,000 185 0.0% 0.0% 1419 0 0.0% Q2 2026 Jul 17, 2026
NFSG Corp History No change 995 184 0.02% 0.02% 1420 0 0.0% Q2 2026 Aug 14, 2026
Delos Wealth Advisors, LLC History No change 992 183 0.09% 0.09% 1421 0 0.0% Q2 2026 Aug 14, 2026
Allied Private Wealth LLC History No change 995 179 0.11% 0.11% 1422 0 0.0% Q2 2026 Jul 09, 2026
Continuum Advisory, LLC History No change 946 175 0.01% 0.01% 1423 0 0.0% Q2 2026 Aug 06, 2026
VIMA LLC History No change 929 172 0.17% 0.17% 1424 0 0.0% Q2 2026 Jul 24, 2026
VALLEY NATIONAL ADVISERS INC History No change 922 170 0.02% 0.02% 1425 0 0.0% Q2 2026 Jul 29, 2026
Highland Investment Advisors LLC History No change 912 168 0.07% 0.07% 1426 0 0.0% Q2 2026 Aug 13, 2026
United Community Bank History No change 905 167 0.05% 0.05% 1427 0 0.0% Q2 2026 Aug 13, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 875 162 0.03% 0.03% 1428 0 0.0% Q2 2026 Aug 14, 2026
MilWealth Group LLC History No change 869 160 0.03% 0.03% 1429 0 0.0% Q2 2026 Aug 03, 2026
WestEnd Advisors, LLC History No change 837 155 0.0% 0.0% 1430 0 0.0% Q2 2026 Jul 22, 2026
Strengthening Families & Communities, LLC History No change 828 153 0.03% 0.03% 1431 0 0.0% Q2 2026 Aug 11, 2026
Cherry Tree Wealth Management, LLC History No change 822 152 0.03% 0.03% 1432 0 0.0% Q2 2026 Sep 15, 2026
Barnes Dennig Private Wealth Management LLC History No change 824 152 0.12% 0.12% 1433 0 0.0% Q2 2026 Jul 15, 2026
BankPlus Trust Department History No change 808 149 0.03% 0.03% 1434 0 0.0% Q2 2026 Jul 28, 2026
Capital Analysts, LLC History No change 801 148 0.0% 0.0% 1435 0 0.0% Q2 2026 Aug 05, 2026
Strive Financial Group ,LLC History No change 800 148 0.06% 0.06% 1436 0 0.0% Q2 2026 Aug 14, 2026
Finley Financial, LLC History No change 790 146 0.06% 0.06% 1437 0 0.0% Q2 2026 Jul 08, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 775 143 0.01% 0.01% 1438 0 0.0% Q2 2026 Aug 11, 2026
IMA Advisory Services, Inc. History No change 756 140 0.01% 0.01% 1439 0 0.0% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 761 140 0.03% 0.03% 1440 0 0.0% Q2 2026 Jul 15, 2026
Paladin Advisory Group, LLC History No change 754 139 0.09% 0.09% 1441 0 0.0% Q2 2026 Jul 28, 2026
Dunhill Financial, LLC History No change 743 137 0.03% 0.03% 1442 0 0.0% Q2 2026 Aug 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 728 134 0.01% 0.01% 1443 0 0.0% Q2 2026 Aug 03, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 720 133 0.07% 0.07% 1444 0 0.0% Q2 2026 Aug 13, 2026
Bollard Group LLC History No change 719 133 0.0% 0.0% 1445 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 718 133 0.0% 0.0% 1446 0 0.0% Q2 2026 Aug 12, 2026
Polaris Financial Partners History New 779 131 0.06% — 1448 +779 New Q3 2026 Oct 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 711 131 0.0% 0.0% 1447 0 0.0% Q2 2026 Jul 20, 2026
Bangor Savings Bank History Reduced 781 130 0.01% 0.02% 1449 -675 -46.36% Q3 2026 Oct 06, 2026
Wellington Shields & Co., LLC History No change 698 129 0.03% 0.03% 1450 0 0.0% Q2 2026 Aug 10, 2026
Burnham & Co LLC History No change 694 128 0.1% 0.1% 1451 0 0.0% Q2 2026 Aug 11, 2026
Bravera Wealth History No change 688 127 0.05% 0.05% 1452 0 0.0% Q2 2026 Jul 23, 2026
Murphy & Mullick Capital Management Corp History No change 585 126 0.08% 0.08% 1453 0 0.0% Q2 2026 Aug 14, 2026
TrustBank History No change 675 125 0.04% 0.04% 1454 0 0.0% Q2 2026 Jul 20, 2026
Downshift Financial, LLC History No change 668 123 0.06% 0.06% 1455 0 0.0% Q2 2026 Aug 12, 2026
TIAA Wealth Investment Management LLC History No change 665 121 0.0% 0.0% 1456 0 0.0% Q2 2026 Aug 10, 2026
Horrell Capital Management, Inc. History No change 650 120 0.05% 0.05% 1457 0 0.0% Q2 2026 Jul 16, 2026
Creative Capital Management Investments LLC History No change 646 119 0.03% 0.03% 1458 0 0.0% Q2 2026 Jul 24, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 620 114 0.0% 0.0% 1459 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 610 112 0.04% 0.04% 1460 0 0.0% Q2 2026 Aug 05, 2026
Sachetta, LLC History No change 610 112 0.05% 0.05% 1461 0 0.0% Q2 2026 Jul 15, 2026
Vision Retirement, LLC History No change 579 107 0.03% 0.03% 1462 0 0.0% Q2 2026 Jul 21, 2026
Indiana Trust & Investment Management Co History No change 575 106 0.03% 0.03% 1463 0 0.0% Q2 2026 Jul 22, 2026
NBH Bank History No change 575 106 0.04% 0.04% 1464 0 0.0% Q2 2026 Aug 14, 2026
Wagner Wealth Management, LLC History No change 572 105 0.02% 0.02% 1465 0 0.0% Q2 2026 Jul 24, 2026
Quent Capital, LLC History No change 570 105 0.01% 0.01% 1466 0 0.0% Q2 2026 Aug 07, 2026
Plante Moran Financial Advisors, LLC History No change 549 101 0.0% 0.0% 1467 0 0.0% Q2 2026 Aug 06, 2026
Compagnie Lombard Odier SCmA History No change 550 101 0.0% 0.0% 1468 0 0.0% Q2 2026 Jul 29, 2026
FAS Wealth Partners, Inc. History No change 545 100 0.01% 0.01% 1469 0 0.0% Q2 2026 Jul 29, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 544 100 0.02% 0.02% 1470 0 0.0% Q2 2026 Jul 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 535 99 0.01% 0.01% 1471 0 0.0% Q2 2026 Jul 27, 2026
Morse Asset Management, Inc History No change 535 99 0.02% 0.02% 1472 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 538 99 0.01% 0.01% 1473 0 0.0% Q2 2026 Jul 23, 2026
Tanglewood Legacy Advisors, LLC History No change 535 99 0.03% 0.03% 1474 0 0.0% Q2 2026 Aug 10, 2026
Avalon Trust Co History No change 530 98 0.01% 0.01% 1475 0 0.0% Q2 2026 Aug 06, 2026
Burk Holdings LLC History No change 532 98 0.04% 0.04% 1476 0 0.0% Q2 2026 Aug 12, 2026
DT Investment Partners, LLC History No change 528 97 0.01% 0.01% 1477 0 0.0% Q2 2026 Jul 27, 2026
Register Financial Advisors LLC History No change 528 97 0.03% 0.03% 1478 0 0.0% Q2 2026 Jul 15, 2026
Piedmont Capital Management, LLC/NC History No change 523 96 0.06% 0.06% 1479 0 0.0% Q2 2026 Aug 13, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 504 96 0.12% 0.12% 1480 0 0.0% Q2 2026 Jul 27, 2026
Bank of New Hampshire History Added to 572 95 0.02% 0.02% 1481 +109 23.54% Q3 2026 Oct 06, 2026
Hyposwiss Advisors SA History No change 515 95 0.09% 0.09% 1482 0 0.0% Q2 2026 Jul 21, 2026
Pacific Center for Financial Services History No change 510 94 0.02% 0.02% 1483 0 0.0% Q2 2026 Aug 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 500 92 0.0% 0.0% 1484 0 0.0% Q2 2026 Jul 14, 2026
Ramirez Asset Management, Inc. History No change 500 92 0.01% 0.01% 1485 0 0.0% Q2 2026 Aug 13, 2026
Granite FO LLC History No change 500 92 0.05% 0.05% 1486 0 0.0% Q2 2026 Jul 15, 2026
Align Financial, LLC History No change 500 92 0.05% 0.05% 1487 0 0.0% Q2 2026 Jul 27, 2026
VALLEY WEALTH MANAGERS, INC. History No change 495 91 0.01% 0.01% 1488 0 0.0% Q2 2026 Aug 04, 2026
New Republic Capital, LLC History No change 493 91 0.02% 0.02% 1489 0 0.0% Q2 2026 Jul 31, 2026
Princeton Global Asset Management LLC History No change 479 88 0.01% 0.01% 1490 0 0.0% Q2 2026 Jul 16, 2026
PlanVest Financial, Inc History No change 477 88 0.06% 0.06% 1491 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Partners, Ltd. History No change 455 84 0.01% 0.01% 1492 0 0.0% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 456 84 0.01% 0.01% 1493 0 0.0% Q2 2026 Jul 24, 2026
Napier Financial, LLC History No change 443 82 0.02% 0.02% 1494 0 0.0% Q2 2026 Jul 31, 2026
Pacifica Partners Inc. History No change 441 81 0.02% 0.02% 1495 0 0.0% Q2 2026 Jul 13, 2026
SBI Securities Co., Ltd. History No change 438 81 0.0% 0.0% 1496 0 0.0% Q2 2026 Jul 22, 2026
Archer Investment Corp History No change 434 80 0.02% 0.02% 1497 0 0.0% Q2 2026 Aug 03, 2026
Gold Investment Management Ltd. History No change 433 80 0.02% 0.02% 1498 0 0.0% Q2 2026 Aug 05, 2026
Transce3nd, LLC History No change 441 80 0.71% 0.71% 1499 0 0.0% Q2 2026 Jul 24, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 430 79 0.0% 0.0% 1500 0 0.0% Q2 2026 Aug 13, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 427 79 0.01% 0.01% 1501 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 426 78 0.01% 0.01% 1502 0 0.0% Q2 2026 Sep 15, 2026
Orion Capital Management LLC History No change 425 78 0.02% 0.02% 1503 0 0.0% Q2 2026 Aug 17, 2026
UNION SAVINGS BANK History No change 419 77 0.03% 0.03% 1504 0 0.0% Q2 2026 Jul 23, 2026
BOCHK Asset Management Ltd History No change 410 75 0.01% 0.01% 1505 0 0.0% Q2 2026 Jul 31, 2026
Key Capital Management, INC History No change 410 75 0.04% 0.04% 1506 0 0.0% Q2 2026 Jul 27, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 400 74 0.01% 0.01% 1507 0 0.0% Q2 2026 Jul 21, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 400 74 0.02% 0.02% 1508 0 0.0% Q2 2026 Aug 13, 2026
Concord Wealth Partners History No change 389 72 0.01% 0.01% 1509 0 0.0% Q2 2026 Jul 27, 2026
Roxbury Financial LLC History No change 432 72 0.06% 0.06% 1510 0 0.0% Q3 2026 Oct 01, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 387 71 0.0% 0.0% 1511 0 0.0% Q2 2026 Aug 13, 2026
Centerpoint Advisors, LLC History No change 385 71 0.02% 0.02% 1512 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 379 70 0.0% 0.0% 1513 0 0.0% Q2 2026 Jul 24, 2026
Financial Network Wealth Advisors LLC History No change 383 70 0.07% 0.07% 1514 0 0.0% Q2 2026 Jul 29, 2026
LuminArx Capital Management LP History No change 35,000 69 0.03% 0.03% 1515 0 0.0% Q2 2026 Aug 14, 2026
PFS Partners, LLC History No change 377 69 0.03% 0.03% 1516 0 0.0% Q2 2026 Jul 20, 2026
BOK Financial Private Wealth, Inc. History No change 360 66 0.0% 0.0% 1517 0 0.0% Q2 2026 Aug 07, 2026
Winch Advisory Services, LLC History No change 351 65 0.01% 0.01% 1518 0 0.0% Q2 2026 Aug 06, 2026
Arlington Trust Co LLC History No change 356 65 0.01% 0.01% 1519 0 0.0% Q2 2026 Jul 07, 2026
Daytona Street Capital LLC History No change 360 65 0.05% 0.05% 1520 0 0.0% Q2 2026 Aug 03, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 343 63 0.03% 0.03% 1521 0 0.0% Q2 2026 Jul 22, 2026
Grove Bank & Trust History No change 344 63 0.01% 0.01% 1522 0 0.0% Q2 2026 Jul 07, 2026
ST GERMAIN D J CO INC History No change 339 62 0.0% 0.0% 1523 0 0.0% Q2 2026 Jul 21, 2026
GILL CAPITAL PARTNERS, LLC History No change 330 61 0.02% 0.02% 1524 0 0.0% Q2 2026 Aug 20, 2026
Hamilton Point Investment Advisors, LLC History No change 333 61 0.01% 0.01% 1525 0 0.0% Q2 2026 Jul 28, 2026
Synergy Investment Management, LLC History No change 323 59 0.01% 0.01% 1526 0 0.0% Q2 2026 Aug 14, 2026
Innovative Asset Advisors Group, LLC History No change 320 59 0.03% 0.03% 1527 0 0.0% Q2 2026 Aug 05, 2026
ALERUS FINANCIAL NA History No change 312 57 0.0% 0.0% 1528 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 311 57 0.01% 0.01% 1529 0 0.0% Q2 2026 Jul 13, 2026
Piscataqua Savings Bank History No change 306 56 0.04% 0.04% 1530 0 0.0% Q2 2026 Jul 09, 2026
Operose Advisors LLC History No change 306 56 0.01% 0.01% 1531 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 307 56 0.02% 0.02% 1532 0 0.0% Q2 2026 Aug 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 300 55 0.0% 0.0% 1533 0 0.0% Q2 2026 Aug 03, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 300 55 0.0% 0.0% 1534 0 0.0% Q2 2026 Jul 16, 2026
Family Manage LLC History No change 300 55 0.01% 0.01% 1535 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 300 55 0.01% 0.01% 1536 0 0.0% Q2 2026 Jul 28, 2026
Armor Investment Advisors, LLC History No change 285 52 0.02% 0.02% 1537 0 0.0% Q2 2026 Aug 04, 2026
Sage Mountain Advisors LLC History No change 281 52 0.0% 0.0% 1538 0 0.0% Q2 2026 Aug 05, 2026
Windsor Advisory Group, LLC History No change 266 49 0.04% 0.04% 1539 0 0.0% Q2 2026 Aug 14, 2026
Davis Capital Management History No change 255 47 0.03% 0.03% 1540 0 0.0% Q2 2026 Jul 16, 2026
Covestor Ltd History No change 249 46 0.03% 0.03% 1541 0 0.0% Q2 2026 Aug 07, 2026
DecisionPoint Financial, LLC History No change 255 46 0.01% 0.01% 1542 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 243 45 0.0% 0.0% 1543 0 0.0% Q2 2026 Aug 06, 2026
RMG Wealth Management LLC History No change 246 45 0.0% 0.0% 1544 0 0.0% Q2 2026 Aug 13, 2026
Asset Management One Co., Ltd. History No change 240 44 0.0% 0.0% 1545 0 0.0% Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History No change 238 44 0.01% 0.01% 1546 0 0.0% Q2 2026 Jul 20, 2026
SHP Wealth Management History No change 242 44 0.0% 0.0% 1547 0 0.0% Q2 2026 Aug 11, 2026
MTM Investment Management, LLC History No change 241 44 0.01% 0.01% 1548 0 0.0% Q2 2026 Aug 03, 2026
Cypress Capital Management LLC (WY) History No change 235 43 0.04% 0.04% 1549 0 0.0% Q2 2026 Aug 06, 2026
LifeSteps Financial, Inc. History No change 236 43 0.02% 0.02% 1550 0 0.0% Q2 2026 Jul 17, 2026
Legacy Bridge, LLC History No change 230 42 0.01% 0.01% 1551 0 0.0% Q2 2026 Aug 13, 2026
MidFirst Bank History No change 232 42 0.0% 0.0% 1552 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History No change 247 41 0.0% 0.0% 1553 0 0.0% Q3 2026 Oct 05, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 225 41 0.02% 0.02% 1554 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 225 41 0.01% 0.01% 1555 0 0.0% Q2 2026 Jul 07, 2026
BARRETT & COMPANY, INC. History No change 220 40 0.01% 0.01% 1556 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Advisors History No change 217 40 0.0% 0.0% 1557 0 0.0% Q2 2026 Aug 11, 2026
Avion Wealth History No change 219 40 0.01% 0.01% 1558 0 0.0% Q2 2026 Jul 31, 2026
WPG Advisers, LLC History No change 218 40 0.02% 0.02% 1559 0 0.0% Q2 2026 Aug 05, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 209 38 0.05% 0.05% 1560 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 203 37 0.01% 0.01% 1561 0 0.0% Q2 2026 Jul 17, 2026
Trifecta Capital Advisors, LLC History No change 205 37 0.0% 0.0% 1562 0 0.0% Q2 2026 Aug 03, 2026
Fairway Wealth LLC History No change 199 36 0.01% 0.01% 1563 0 0.0% Q2 2026 Jul 24, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 192 35 0.02% 0.02% 1564 0 0.0% Q2 2026 Aug 04, 2026
Founders Capital Management History No change 189 34 0.01% 0.01% 1565 0 0.0% Q2 2026 Jul 21, 2026
Financial Management Professionals, Inc. History No change 183 33 0.0% 0.0% 1566 0 0.0% Q2 2026 Jul 09, 2026
ACIMA PRIVATE WEALTH, LLC History No change 196 32 0.01% 0.01% 1567 0 0.0% Q3 2026 Oct 05, 2026
Lloyd Advisory Services, LLC. History No change 174 32 0.01% 0.01% 1568 0 0.0% Q2 2026 Aug 07, 2026
Main Street Group, LTD History No change 173 32 0.01% 0.01% 1569 0 0.0% Q2 2026 Jul 13, 2026
Cape Investment Advisory, Inc. History No change 172 31 0.01% 0.01% 1570 0 0.0% Q2 2026 Jul 23, 2026
Tidemark, LLC History No change 171 31 0.01% 0.01% 1571 0 0.0% Q2 2026 Aug 10, 2026
Regatta Research & Money Management History No change 171 31 0.03% 0.03% 1572 0 0.0% Q2 2026 Aug 11, 2026
StrongBox Wealth, LLC History No change 162 30 0.01% 0.01% 1573 0 0.0% Q2 2026 Jul 23, 2026
Rialto Wealth Management, LLC History No change 163 30 0.01% 0.01% 1574 0 0.0% Q2 2026 Aug 11, 2026
XP Advisory US, Inc. History No change 167 30 0.02% 0.02% 1575 0 0.0% Q2 2026 Jul 30, 2026
Ankerstar Wealth, LLC History No change 160 29 0.02% 0.02% 1576 0 0.0% Q2 2026 Aug 13, 2026
Redwood Park Advisors LLC History No change 157 29 0.02% 0.02% 1577 0 0.0% Q2 2026 Aug 11, 2026
Truvestments Capital LLC History No change 156 28 0.0% 0.0% 1578 0 0.0% Q2 2026 Aug 12, 2026
Clark Wealth Partners History No change 152 28 0.02% 0.02% 1579 0 0.0% Q2 2026 Jul 28, 2026
Luken Investment Analytics, LLC History No change 150 27 0.01% 0.01% 1580 0 0.0% Q2 2026 Jul 28, 2026
Colonial Trust Co / SC History No change 150 27 0.0% 0.0% 1581 0 0.0% Q2 2026 Aug 11, 2026
True Wealth Design, LLC History No change 150 27 0.01% 0.01% 1582 0 0.0% Q2 2026 Jul 16, 2026
TOMPKINS FINANCIAL CORP History No change 161 26 0.0% 0.0% 1583 0 0.0% Q3 2026 Oct 05, 2026
Triumph Capital Management History No change 144 26 0.0% 0.0% 1584 0 0.0% Q2 2026 Jul 20, 2026
Bell Investment Advisors, Inc History No change 145 26 0.0% 0.0% 1585 0 0.0% Q2 2026 Aug 06, 2026
STEPH & CO History No change 139 25 0.01% 0.01% 1586 0 0.0% Q2 2026 Jul 16, 2026
Costello Asset Management, INC History No change 138 25 0.01% 0.01% 1587 0 0.0% Q2 2026 Jul 28, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 138 25 0.01% 0.01% 1588 0 0.0% Q2 2026 Jul 21, 2026
North Star Investment Management Corp. History No change 130 24 0.0% 0.0% 1589 0 0.0% Q2 2026 Jul 28, 2026
Manchester Capital Management LLC History No change 130 24 0.0% 0.0% 1590 0 0.0% Q2 2026 Aug 13, 2026
Hanson & Doremus Investment Management History No change 129 24 0.0% 0.0% 1591 0 0.0% Q2 2026 Jul 29, 2026
Cranbrook Wealth Management, LLC History No change 133 24 0.0% 0.0% 1592 0 0.0% Q2 2026 Aug 06, 2026
Quaker Wealth Management, LLC History No change 134 24 0.01% 0.01% 1593 0 0.0% Q2 2026 Jul 24, 2026
TRUST CO OF VERMONT History No change 127 23 0.0% 0.0% 1594 0 0.0% Q2 2026 Aug 07, 2026
Asset Dedication, LLC History No change 125 23 0.0% 0.0% 1595 0 0.0% Q2 2026 Jul 30, 2026
Acumen Wealth Advisors, LLC History No change 125 23 0.0% 0.0% 1596 0 0.0% Q2 2026 Aug 03, 2026
Versant Capital Management, Inc History No change 136 22 0.0% 0.0% 1597 0 0.0% Q3 2026 Oct 01, 2026
Park Place Capital Corp History No change 124 22 0.0% 0.0% 1598 0 0.0% Q2 2026 Aug 13, 2026
Biltmore Family Office, LLC History No change 118 21 0.0% 0.0% 1599 0 0.0% Q2 2026 Aug 12, 2026
Signature Resources Capital Management, LLC History No change 108 20 0.01% 0.01% 1600 0 0.0% Q2 2026 Jul 13, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 113 20 0.01% 0.01% 1601 0 0.0% Q2 2026 Aug 11, 2026
Ulland Investment Advisors, LLC History No change 100 19 0.01% 0.01% 1602 0 0.0% Q2 2026 Jul 16, 2026
Cordgrass Capital Advisors, LLC History No change 100 18 0.01% 0.01% 1603 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 99 18 0.0% 0.0% 1604 0 0.0% Q2 2026 Jul 10, 2026
Berbice Capital Management LLC History No change 100 18 0.01% 0.01% 1605 0 0.0% Q2 2026 Jul 23, 2026
Hughes Financial Services, LLC History No change 100 18 0.0% 0.0% 1606 0 0.0% Q2 2026 Jul 20, 2026
Jackson, Grant Investment Advisers, Inc. History No change 93 17 0.01% 0.01% 1607 0 0.0% Q2 2026 Jul 31, 2026
First PREMIER Bank History No change 93 17 0.0% 0.0% 1608 0 0.0% Q2 2026 Jul 15, 2026
Brooklyn FI, LLC History No change 97 17 0.0% 0.0% 1609 0 0.0% Q2 2026 Aug 04, 2026
Markowski Investments History No change 95 17 0.0% 0.0% 1610 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 88 16 0.0% 0.0% 1611 0 0.0% Q2 2026 Jul 24, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 97 16 0.0% 0.01% 1612 0 0.0% Q3 2026 Oct 01, 2026
Hilton Head Capital Partners, LLC History No change 87 16 0.01% 0.01% 1613 0 0.0% Q2 2026 Jul 27, 2026
CNB Bank History No change 84 15 0.01% 0.01% 1614 0 0.0% Q2 2026 Aug 06, 2026
Morton Brown Family Wealth, LLC History No change 82 15 0.0% 0.0% 1615 0 0.0% Q2 2026 Jul 21, 2026
Smithfield Trust Co History No change 71 14 0.0% 0.0% 1616 0 0.0% Q2 2026 Aug 05, 2026
Oakworth Capital, Inc. History No change 78 14 0.0% 0.0% 1617 0 0.0% Q2 2026 Jul 22, 2026
JDM Financial Group LLC History No change 75 13 0.0% 0.0% 1618 0 0.0% Q2 2026 Aug 17, 2026
Ascentis Wealth Management, LLC History No change 72 13 0.0% 0.0% 1619 0 0.0% Q2 2026 Jul 30, 2026
Kingdom Financial Group LLC. History No change 67 12 0.0% 0.0% 1620 0 0.0% Q2 2026 Aug 07, 2026
Wealth Enhancement Trust Services, Inc. History No change 70 12 0.0% 0.0% 1621 0 0.0% Q2 2026 Jul 22, 2026
SRH ADVISORS, LLC History No change 60 11 0.0% 0.0% 1622 0 0.0% Q2 2026 Jul 24, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 59 10 0.0% 0.0% 1623 0 0.0% Q2 2026 Jul 08, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 58 10 0.0% 0.0% 1624 0 0.0% Q2 2026 Jul 27, 2026
Eukles Asset Management History No change 54 10 0.0% 0.0% 1625 0 0.0% Q2 2026 Aug 05, 2026
1 NORTH WEALTH SERVICES LLC History No change 57 10 0.0% 0.0% 1626 0 0.0% Q2 2026 Aug 03, 2026
City State Bank History No change 55 10 0.0% 0.0% 1627 0 0.0% Q2 2026 Jul 14, 2026
VISION FINANCIAL MARKETS LLC History No change 51 9 0.01% 0.01% 1628 0 0.0% Q2 2026 Jul 24, 2026
Investment Research & Advisory Group, Inc. History No change 53 9 0.0% 0.0% 1629 0 0.0% Q2 2026 Jul 23, 2026
Citizens National Bank Trust Department History No change 50 9 0.0% 0.0% 1630 0 0.0% Q2 2026 Jul 22, 2026
Bullseye Investment Management, LLC History No change 50 9 0.0% 0.0% 1631 0 0.0% Q2 2026 Sep 11, 2026
Vanguard National Trust Co History No change 51 9 0.0% 0.0% 1632 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 50 9 0.0% 0.0% 1633 0 0.0% Q2 2026 Jul 23, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 50 9 0.01% 0.01% 1634 0 0.0% Q2 2026 Aug 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 51 9 0.01% 0.01% 1635 0 0.0% Q2 2026 Jul 24, 2026
KERR FINANCIAL PLANNING Corp History No change 49 9 0.01% 0.01% 1636 0 0.0% Q2 2026 Jul 02, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 46 8 0.0% 0.0% 1637 0 0.0% Q2 2026 Jul 30, 2026
Financial Gravity Companies, Inc. History No change 46 8 0.0% 0.0% 1638 0 0.0% Q2 2026 Aug 05, 2026
Buck Wealth Strategies, LLC History No change 44 8 0.0% 0.0% 1639 0 0.0% Q2 2026 Jul 30, 2026
IMG Wealth Management, Inc. History No change 45 8 0.0% 0.0% 1640 0 0.0% Q2 2026 Aug 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 39 7 0.0% 0.0% 1641 0 0.0% Q2 2026 Jul 31, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 40 7 0.0% 0.0% 1642 0 0.0% Q2 2026 Aug 18, 2026
Axiom Investment Management LLC History No change 42 7 0.0% 0.0% 1643 0 0.0% Q2 2026 Jul 30, 2026
Friedenthal Financial History No change 40 7 0.0% 0.0% 1644 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 42 7 0.0% 0.0% 1645 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 39 7 0.0% 0.0% 1646 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 43 7 0.0% 0.0% 1647 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 37 6 0.0% 0.0% 1648 0 0.0% Q2 2026 Jul 29, 2026
WOLFF WIESE MAGANA LLC History No change 33 6 0.0% 0.0% 1649 0 0.0% Q2 2026 Jul 13, 2026
SWAN Capital LLC History No change 34 6 0.0% 0.0% 1650 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Financial Planning, Inc./PA History No change 34 6 0.0% 0.0% 1651 0 0.0% Q2 2026 Aug 10, 2026
FIRST COMMUNITY TRUST NA History No change 32 5 0.0% 0.0% 1652 0 0.0% Q2 2026 Jul 10, 2026
Daiwa Securities Group Inc. History No change 29 5 0.0% 0.0% 1653 0 0.0% Q2 2026 Jul 31, 2026
Vermillion Wealth Management, Inc. History No change 29 5 0.0% 0.0% 1654 0 0.0% Q2 2026 Jul 15, 2026
Nalls Sherbakoff Group, LLC History No change 32 5 0.0% 0.0% 1655 0 0.0% Q2 2026 Aug 17, 2026
Keating Financial Advisory Services, Inc. History No change 30 5 0.0% 0.0% 1656 0 0.0% Q2 2026 Aug 11, 2026
Mosley Wealth Management History No change 23 4 0.0% 0.0% 1657 0 0.0% Q2 2026 Jul 23, 2026
Rachor Investment Advisory Services, LLC History No change 21 3 0.0% 0.0% 1658 0 0.0% Q2 2026 Jul 16, 2026
Central Pacific Bank - Trust Division History No change 19 3 0.0% 0.0% 1659 0 0.0% Q3 2026 Oct 05, 2026
Roble, Belko & Company, Inc History No change 13 2 0.0% 0.0% 1660 0 0.0% Q2 2026 Jul 24, 2026
WealthShield Partners, LLC History No change 11 2 0.0% 0.0% 1661 0 0.0% Q2 2026 Aug 12, 2026
Westend Capital Management, LLC History No change 8 1 0.0% 0.0% 1662 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 10 1 0.0% 0.0% 1663 0 0.0% Q2 2026 Aug 11, 2026
Rakuten Securities, Inc. History No change 6 1 0.0% 0.0% 1664 0 0.0% Q2 2026 Aug 11, 2026
Legacy Private Trust Co. History Closed out 0 0 — 0.01% — -1,096 -100.0% Q3 2026 Oct 06, 2026
Inspire Investing, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Silicon Valley Capital Partners History No change 4 0 — — — 0 0.0% Q2 2026 Sep 21, 2026
Investors Research Corp History No change 4 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Banque Cantonale Vaudoise History No change 554 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Raleigh Capital Management Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
CGC Financial Services, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Quantum Portfolio Management LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
ABOUND FINANCIAL, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisor Network LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026