SELECT SECTOR SPDR TRUST - XLP

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 37,444 3,110,473 2.31% 2.31% 1 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 18,350,213 1,524,352 0.1% 0.1% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 9,702,454 805,983 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 13, 2026
Elliott Investment Management L.P. History No change 9,625,000 799,548 3.53% 3.53% 4 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 9,410,198 793,938 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 8,439,947 701,106 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 7,287,250 605,351 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 7,138,440 592,990 0.08% 0.08% 8 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 6,921,381 574,959 0.11% 0.11% 9 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 6,867,681 570,498 0.19% 0.19% 10 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,847,399 560,581 0.19% 0.19% 11 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 5,630,208 467,701 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 3,827,581 317,957 0.04% 0.04% 13 0 0.0% Q2 2026 Sep 02, 2026
LPL Financial LLC History No change 3,577,959 297,221 0.07% 0.07% 14 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 3,192,068 265,165 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 3,151,022 261,755 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 2,842,914 236,160 0.34% 0.34% 17 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,871,261 155,445 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 1,784,297 148,221 0.58% 0.58% 19 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 1,526,200 126,781 0.14% 0.14% 20 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 1,356,669 112,698 0.45% 0.45% 21 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,296,049 112,557 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,224,063 101,682 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,126,423 93,571 0.07% 0.07% 24 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,018,079 84,595 0.1% 0.1% 25 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 994,393 82,604 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 04, 2026
Saudi Central Bank History No change 963,581 82,087 1.08% 1.08% 27 0 0.0% Q2 2026 Jul 30, 2026
PGIM Custom Harvest LLC History No change 960,549 79,792 1.0% 1.0% 28 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 828,005 68,782 0.02% 0.02% 29 0 0.0% Q2 2026 Sep 23, 2026
J. Goldman & Co LP History No change 764,308 63,491 1.64% 1.64% 30 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 756,792 62,866 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 713,097 59,236 0.07% 0.07% 32 0 0.0% Q2 2026 Jul 29, 2026
Squarepoint Ops LLC History No change 680,996 56,570 0.06% 0.06% 33 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History No change 676,282 56,178 0.22% 0.22% 34 0 0.0% Q2 2026 Aug 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 675,000 56,072 0.08% 0.08% 35 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 662,571 55,039 0.09% 0.09% 36 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 621,446 51,623 0.0% 0.0% 37 0 0.0% Q2 2026 Sep 22, 2026
Advisory Alpha, LLC History No change 596,228 49,529 1.21% 1.21% 38 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 557,172 46,284 0.18% 0.18% 39 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 550,035 45,691 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 12, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 547,386 45,471 0.2% 0.2% 41 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 497,578 41,334 0.08% 0.08% 42 0 0.0% Q2 2026 Aug 05, 2026
Gerber Kawasaki Wealth & Investment Management History No change 489,162 40,634 1.08% 1.08% 43 0 0.0% Q2 2026 Aug 07, 2026
SRB CORP History No change 488,831 40,607 2.18% 2.18% 44 0 0.0% Q2 2026 Aug 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 479,845 39,860 0.17% 0.17% 45 0 0.0% Q2 2026 Aug 14, 2026
GREENWOOD GEARHART LLC History No change 476,688 39,598 1.84% 1.84% 46 0 0.0% Q2 2026 Jul 24, 2026
STIFEL FINANCIAL CORP History No change 469,379 38,991 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History No change 466,920 38,787 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 450,976 37,462 0.26% 0.26% 49 0 0.0% Q2 2026 Aug 11, 2026
Conservest Capital Advisors, Inc. History No change 450,415 37,415 2.98% 2.98% 50 0 0.0% Q2 2026 Jul 22, 2026
MML INVESTORS SERVICES, LLC History No change 440,046 36,554 0.07% 0.07% 51 0 0.0% Q2 2026 Aug 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 434,875 36,125 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 434,791 36,118 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 07, 2026
KCM INVESTMENT ADVISORS LLC History No change 424,290 35,245 1.05% 1.05% 54 0 0.0% Q2 2026 Aug 13, 2026
Weiss Asset Management LP History No change 415,000 34,474 0.36% 0.36% 55 0 0.0% Q2 2026 Aug 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 404,057 33,565 0.73% 0.73% 56 0 0.0% Q2 2026 Jul 17, 2026
HighTower Advisors, LLC History No change 365,944 30,398 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 05, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 357,200 29,672 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET SECURITIES (USA) INC. History No change 350,000 29,074 0.81% 0.81% 59 0 0.0% Q2 2026 Aug 05, 2026
CREDIT AGRICOLE S A History No change 348,455 28,946 0.06% 0.06% 60 0 0.0% Q2 2026 Aug 14, 2026
Trust Asset Management LLC History No change 399,910 26,668 3.67% 3.67% 61 0 0.0% Q2 2026 Jul 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 319,341 26,527 0.12% 0.12% 62 0 0.0% Q2 2026 Aug 11, 2026
GTS SECURITIES LLC History No change 311,932 25,912 0.55% 0.55% 63 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 310,117 25,761 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 19, 2026
Capula Management Ltd History No change 309,419 25,703 0.09% 0.09% 65 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 302,234 25,106 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 291,678 24,229 0.03% 0.03% 67 0 0.0% Q2 2026 Jul 28, 2026
Centiva Capital, LP History No change 291,000 24,173 0.21% 0.21% 68 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 285,859 23,746 0.05% 0.05% 69 0 0.0% Q2 2026 Jul 27, 2026
Banco BTG Pactual S.A. History No change 285,500 23,716 2.0% 2.0% 70 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 274,538 22,805 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 13, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 268,923 22,339 0.33% 0.33% 72 0 0.0% Q2 2026 Aug 14, 2026
Rockport Wealth LLC History No change 250,746 20,829 3.5% 3.5% 73 0 0.0% Q2 2026 Jul 27, 2026
Trilogy Capital Inc. History No change 240,444 19,973 0.78% 0.78% 74 0 0.0% Q2 2026 Jul 02, 2026
Cavalier Investments, LLC History No change 237,150 19,700 0.82% 0.82% 75 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History No change 233,343 19,383 0.57% 0.57% 76 0 0.0% Q2 2026 Jul 27, 2026
Valence8 US LP History No change 231,632 19,241 6.4% 6.4% 77 0 0.0% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History No change 230,260 19,127 0.09% 0.09% 78 0 0.0% Q2 2026 Jul 27, 2026
Passaic Partners LLC History No change 228,904 19,015 1.4% 1.4% 79 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 224,600 18,657 0.25% 0.25% 80 0 0.0% Q2 2026 Jul 29, 2026
Kingsview Wealth Management, LLC History No change 223,771 18,588 0.23% 0.23% 81 0 0.0% Q2 2026 Aug 18, 2026
Integrated Wealth Concepts LLC History No change 219,415 18,226 0.12% 0.12% 82 0 0.0% Q2 2026 Sep 08, 2026
Steward Partners Investment Advisory, LLC History No change 209,556 17,407 0.09% 0.09% 83 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 205,226 17,048 0.05% 0.05% 84 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 204,802 17,012 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 12, 2026
Clarity Financial LLC History No change 204,768 17,010 1.45% 1.45% 86 0 0.0% Q2 2026 Jul 20, 2026
Biltmore Wealth Management, LLC History Added to 209,812 16,910 5.24% 5.22% 87 +8,404 4.17% Q3 2026 Oct 09, 2026
BANK OF MONTREAL /CAN/ History No change 202,755 16,842 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 200,654 16,668 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 200,000 16,614 0.08% 0.08% 90 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 200,000 16,614 0.08% 0.08% 91 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 200,000 16,614 0.11% 0.11% 92 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 200,000 16,614 0.07% 0.07% 93 0 0.0% Q2 2026 Aug 14, 2026
MATAURO, LLC History No change 194,984 16,197 2.14% 2.14% 94 0 0.0% Q2 2026 Jul 21, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 200,944 16,196 0.98% 1.01% 95 +1,546 0.78% Q3 2026 Oct 09, 2026
Galvin, Gaustad & Stein, LLC History Added to 197,770 15,940 1.2% 1.2% 96 +1,777 0.91% Q3 2026 Oct 08, 2026
US BANCORP \DE\ History No change 189,499 15,741 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 186,570 15,498 0.18% 0.18% 98 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 184,785 15,350 0.26% 0.26% 99 0 0.0% Q2 2026 Jul 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 179,687 15,219 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 179,615 14,920 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 179,419 14,904 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 179,232 14,888 0.28% 0.28% 103 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 173,097 14,379 0.05% 0.05% 104 0 0.0% Q2 2026 Jul 28, 2026
BlackRock, Inc. History No change 172,821 14,356 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 07, 2026
Rothschild Capital Partners, LLC History No change 171,135 14,216 3.05% 3.05% 106 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 170,888 14,195 0.05% 0.05% 107 0 0.0% Q2 2026 Aug 14, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 166,037 13,792 0.74% 0.74% 108 0 0.0% Q2 2026 Jul 15, 2026
Estate Counselors, LLC History No change 164,443 13,660 1.17% 1.17% 109 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 155,838 12,945 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 13, 2026
Arta Finance Wealth Management LLC History No change 152,908 12,702 5.44% 5.44% 111 0 0.0% Q2 2026 Aug 13, 2026
WealthCare Asset Management, LLC History No change 150,048 12,464 5.18% 5.18% 112 0 0.0% Q2 2026 Jul 30, 2026
Annex Advisory Services, LLC History No change 145,280 12,068 0.21% 0.21% 113 0 0.0% Q2 2026 Jul 10, 2026
Swan Global Investments, LLC History No change 144,652 12,016 0.35% 0.35% 114 0 0.0% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History No change 139,433 11,582 0.05% 0.05% 115 0 0.0% Q2 2026 Aug 13, 2026
IMZ Advisory Inc History No change 139,248 11,567 3.66% 3.66% 116 0 0.0% Q2 2026 Jul 07, 2026
Walleye Trading LLC History No change 137,400 11,413 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 03, 2026
Maven Securities LTD History No change 136,652 11,355 0.22% 0.22% 118 0 0.0% Q2 2026 Aug 14, 2026
MAKENA CAPITAL MANAGEMENT LLC History No change 134,810 11,198 1.18% 1.18% 119 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 132,174 10,979 0.38% 0.38% 120 0 0.0% Q2 2026 Aug 13, 2026
Northstar Advisory Group, LLC History No change 129,554 10,762 3.34% 3.34% 121 0 0.0% Q2 2026 Jul 14, 2026
Volterra Technologies LP History No change 128,350 10,662 1.54% 1.54% 122 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 128,105 10,642 0.07% 0.07% 123 0 0.0% Q2 2026 Jul 20, 2026
KWMG, LLC History Added to 128,908 10,390 0.75% 0.72% 124 +8,316 6.9% Q3 2026 Oct 07, 2026
BlueCrest Capital Management Ltd History No change 119,360 9,915 0.33% 0.33% 125 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 119,081 9,892 0.35% 0.35% 126 0 0.0% Q2 2026 Aug 05, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 117,325 9,746 6.9% 6.9% 127 0 0.0% Q2 2026 Aug 10, 2026
Trek Financial, LLC History No change 116,039 9,639 0.48% 0.48% 128 0 0.0% Q2 2026 Aug 13, 2026
ADAMS DIVERSIFIED EQUITY FUND, INC. History No change 116,000 9,636 0.29% 0.29% 129 0 0.0% Q2 2026 Jul 22, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 115,545 9,598 0.18% 0.18% 130 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 115,055 9,557 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 13, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 114,755 9,532 1.85% 1.85% 132 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 113,058 9,442 0.78% 0.78% 133 0 0.0% Q2 2026 Aug 07, 2026
LifePlan Financial, LLC History No change 112,886 9,377 6.57% 6.57% 134 0 0.0% Q2 2026 Jul 21, 2026
Equitable Holdings, Inc. History No change 112,457 9,341 0.06% 0.06% 135 0 0.0% Q2 2026 Aug 17, 2026
MONEY CONCEPTS CAPITAL CORP History No change 112,210 9,321 0.43% 0.43% 136 0 0.0% Q2 2026 Aug 04, 2026
FRANKLIN RESOURCES INC History No change 111,740 9,282 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 109,644 9,108 0.08% 0.08% 138 0 0.0% Q2 2026 Jul 27, 2026
Legacy Edge Advisors, LLC History No change 109,029 9,057 0.83% 0.83% 139 0 0.0% Q2 2026 Aug 11, 2026
Retirement Planning Group, LLC History No change 108,698 9,029 0.23% 0.23% 140 0 0.0% Q2 2026 Aug 05, 2026
SageGuard Financial Group, LLC History No change 108,685 9,028 1.27% 1.27% 141 0 0.0% Q2 2026 Jul 27, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 106,291 8,877 0.06% 0.06% 142 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 106,090 8,812 0.04% 0.04% 143 0 0.0% Q2 2026 Aug 03, 2026
Corecam Pte. Ltd. History No change 105,150 8,734 3.31% 3.31% 144 0 0.0% Q2 2026 Jul 14, 2026
United Asset Strategies, Inc. History No change 102,506 8,515 0.6% 0.6% 145 0 0.0% Q2 2026 Jul 13, 2026
Valmark Advisers, Inc. History No change 102,222 8,491 0.09% 0.09% 146 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 99,215 8,241 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 98,162 8,154 0.21% 0.21% 148 0 0.0% Q2 2026 Jul 07, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 96,523 8,018 0.57% 0.57% 149 0 0.0% Q2 2026 Aug 07, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 96,059 7,980 0.54% 0.54% 150 0 0.0% Q2 2026 Aug 07, 2026
SBI Okasan Asset Management Co.Ltd. History No change 94,070 7,936 0.26% 0.26% 151 0 0.0% Q2 2026 Jul 21, 2026
NATIONAL BANK OF CANADA /FI/ History No change 95,502 7,925 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 92,391 7,674 0.08% 0.08% 153 0 0.0% Q2 2026 Jul 15, 2026
One Wealth Map LLC History No change 87,522 7,645 3.47% 3.47% 154 0 0.0% Q2 2026 Jul 30, 2026
Corient Private Wealth LP History No change 91,700 7,617 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 27, 2026
Private Wealth Advisors, LLC History No change 91,471 7,598 1.94% 1.94% 156 0 0.0% Q2 2026 Aug 06, 2026
Madison Park Capital Advisors, LLC History No change 25,948 7,508 5.35% 5.35% 157 0 0.0% Q2 2026 Jul 07, 2026
Sharper & Granite LLC History No change 90,334 7,504 2.33% 2.33% 158 0 0.0% Q2 2026 Jul 16, 2026
Prestige Wealth Management Group LLC History No change 90,130 7,487 1.36% 1.36% 159 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 89,974 7,474 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 05, 2026
Bellwether Advisors, LLC History No change 88,928 7,387 1.09% 1.09% 161 0 0.0% Q2 2026 Aug 13, 2026
Circle Wealth Management, LLC History No change 88,505 7,352 0.09% 0.09% 162 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 84,720 7,037 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 84,588 6,934 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 82,875 6,884 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
Crestwood Advisors Group, LLC History No change 82,109 6,820 0.1% 0.1% 166 0 0.0% Q2 2026 Aug 03, 2026
Ashton Thomas Private Wealth, LLC History No change 80,259 6,667 0.14% 0.14% 167 0 0.0% Q2 2026 Jul 29, 2026
BRAVE ASSET MANAGEMENT INC History No change 80,143 6,657 1.42% 1.42% 168 0 0.0% Q2 2026 Jul 08, 2026
Advisory Services Network, LLC History No change 80,079 6,652 0.08% 0.08% 169 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD SECURITIES, INC. History No change 79,911 6,638 0.38% 0.38% 170 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 79,097 6,570 0.14% 0.14% 171 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 78,965 6,559 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
Ayalon Insurance Comp Ltd. History Added to 81,250 6,549 0.54% 0.12% 173 +69,000 563.27% Q3 2026 Oct 08, 2026
Stillwater Capital Advisors, LLC History No change 78,828 6,548 0.67% 0.67% 174 0 0.0% Q2 2026 Jul 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 78,690 6,536 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 07, 2026
Vickerman Investment Advisors, Inc. History No change 77,924 6,473 1.26% 1.26% 176 0 0.0% Q2 2026 Aug 13, 2026
FIRST INTERSTATE BANK History No change 77,282 6,419 0.33% 0.33% 177 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisors, LLC History No change 76,836 6,382 0.08% 0.08% 178 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 76,818 6,381 0.39% 0.39% 179 0 0.0% Q2 2026 Jul 23, 2026
CreativeOne Wealth, LLC History No change 75,464 6,268 0.14% 0.14% 180 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 75,117 6,239 0.04% 0.04% 181 0 0.0% Q2 2026 Aug 14, 2026
Compass Wealth Management, LLC/GA History No change 74,355 6,176 2.46% 2.46% 182 0 0.0% Q2 2026 Jul 21, 2026
Arete Wealth Advisors, LLC History No change 74,072 6,153 0.41% 0.41% 183 0 0.0% Q2 2026 Aug 12, 2026
Client First Capital LLC History No change 73,557 6,110 2.43% 2.43% 184 0 0.0% Q2 2026 Jul 10, 2026
Sound View Wealth Advisors Group, LLC History No change 73,216 6,082 0.38% 0.38% 185 0 0.0% Q2 2026 Aug 11, 2026
Banco Santander, S.A. History No change 73,066 6,069 0.04% 0.04% 186 0 0.0% Q2 2026 Jul 29, 2026
SACKS & ASSOCIATES, LLC History Reduced 74,583 6,011 4.2% 4.47% 187 -3,274 -4.21% Q3 2026 Oct 09, 2026
Measured Wealth Private Client Group, LLC History No change 71,484 5,938 1.44% 1.44% 188 0 0.0% Q2 2026 Aug 10, 2026
Howard Capital Management Group, LLC History No change 71,035 5,900 0.36% 0.36% 189 0 0.0% Q2 2026 Jul 16, 2026
Militia Capital Management LLC History No change 70,000 5,814 0.17% 0.17% 190 0 0.0% Q2 2026 Aug 12, 2026
FIRST MERCHANTS CORP History No change 69,497 5,773 0.2% 0.2% 191 0 0.0% Q2 2026 Jul 15, 2026
Allspring Global Investments Holdings, LLC History No change 69,119 5,757 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 69,217 5,749 0.17% 0.17% 193 0 0.0% Q2 2026 Jul 15, 2026
Sage Capital Management, LLC History No change 68,203 5,666 2.21% 2.21% 194 0 0.0% Q2 2026 Jul 20, 2026
Destination Wealth Management History No change 66,755 5,545 0.13% 0.13% 195 0 0.0% Q2 2026 Aug 14, 2026
CHEMUNG CANAL TRUST CO History No change 66,150 5,495 1.02% 1.02% 196 0 0.0% Q2 2026 Jul 15, 2026
OLD NATIONAL BANCORP /IN/ History No change 65,435 5,435 0.11% 0.11% 197 0 0.0% Q2 2026 Jul 15, 2026
Gotham Asset Management, LLC History No change 65,296 5,424 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors Wealth Management, LLC History Reduced 66,575 5,365 0.6% 0.65% 199 -116 -0.17% Q3 2026 Oct 09, 2026
NWF Advisory Services Inc. History No change 64,490 5,357 0.5% 0.5% 200 0 0.0% Q2 2026 Jul 29, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 63,038 5,236 3.59% 3.59% 201 0 0.0% Q2 2026 Jul 22, 2026
FCA CORP /TX History No change 62,946 5,228 1.29% 1.29% 202 0 0.0% Q2 2026 Aug 11, 2026
Algorithmic Investment Models, LLC History No change 62,327 5,177 5.99% 5.99% 203 0 0.0% Q2 2026 Aug 07, 2026
Advocate Investing Services LLC History No change 62,296 5,174 3.99% 3.99% 204 0 0.0% Q2 2026 Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 62,106 5,159 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 61,867 5,139 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 05, 2026
Quantinno Capital Management LP History No change 61,328 5,094 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 60,872 5,056 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 12, 2026
American National Bank of Texas History Added to 61,887 4,988 4.56% 4.61% 209 +1,025 1.68% Q3 2026 Oct 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 59,537 4,945 0.09% 0.09% 210 0 0.0% Q2 2026 Aug 12, 2026
Rooted Wealth Advisors, Inc. History No change 59,004 4,901 1.2% 1.2% 211 0 0.0% Q2 2026 Jul 28, 2026
Pathstone Holdings, LLC History No change 58,769 4,881 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 58,684 4,874 0.18% 0.18% 213 0 0.0% Q2 2026 Jul 21, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 57,303 4,760 0.24% 0.24% 214 0 0.0% Q2 2026 Sep 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 59,258 4,755 0.01% 0.01% 215 0 0.0% Q2 2026 Jul 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 58,646 4,726 0.06% 0.06% 216 -2,674 -4.36% Q3 2026 Oct 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 56,898 4,726 0.24% 0.24% 217 0 0.0% Q2 2026 Jul 31, 2026
First International Bank of Israel Ltd. History No change 56,793 4,717 1.29% 1.29% 218 0 0.0% Q2 2026 Aug 12, 2026
MARTIN & CO INC /TN/ History No change 56,201 4,668 0.73% 0.73% 219 0 0.0% Q2 2026 Aug 12, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 55,815 4,637 1.18% 1.18% 220 0 0.0% Q2 2026 Jul 24, 2026
SPINNAKER TRUST History No change 55,633 4,621 0.22% 0.22% 221 0 0.0% Q2 2026 Aug 03, 2026
Stonebridge Financial Group, LLC/CA History No change 55,493 4,609 0.64% 0.64% 222 0 0.0% Q2 2026 Aug 13, 2026
3EDGE Asset Management, LP History No change 55,122 4,578 0.2% 0.2% 223 0 0.0% Q2 2026 Jul 27, 2026
Winthrop Capital Management, LLC History No change 54,871 4,558 1.1% 1.1% 224 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 54,600 4,535 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 12, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 55,899 4,505 0.45% 0.46% 226 -517 -0.92% Q3 2026 Oct 08, 2026
Arax Advisory Partners History No change 54,044 4,489 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 10, 2026
Concord Investment Counsel Inc. History No change 53,923 4,479 1.22% 1.22% 228 0 0.0% Q2 2026 Aug 11, 2026
SteelPeak Wealth, LLC History No change 53,225 4,421 0.11% 0.11% 229 0 0.0% Q2 2026 Jul 13, 2026
Stockman Wealth Management, Inc. History No change 52,939 4,397 0.45% 0.45% 230 0 0.0% Q2 2026 Aug 11, 2026
Proficio Capital Partners LLC History No change 52,465 4,358 0.16% 0.16% 231 0 0.0% Q2 2026 Aug 14, 2026
Carolina Wealth Advisors, LLC History No change 51,892 4,310 1.69% 1.69% 232 0 0.0% Q2 2026 Jul 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 51,308 4,262 0.07% 0.07% 233 0 0.0% Q2 2026 Jul 28, 2026
Foguth Wealth Management, LLC. History No change 49,648 4,213 0.48% 0.48% 234 0 0.0% Q2 2026 Jul 21, 2026
Orange Investment Advisors, Inc. History No change 50,709 4,212 0.51% 0.51% 235 0 0.0% Q2 2026 Jul 21, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 50,676 4,209 0.17% 0.17% 236 0 0.0% Q2 2026 Aug 05, 2026
Curat Global, LLC History No change 53,394 4,197 3.43% 3.43% 237 0 0.0% Q2 2026 Jul 22, 2026
Horizon Investments, LLC History No change 50,423 4,188 0.05% 0.05% 238 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 50,346 4,182 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
Premier Path Wealth Partners, LLC History No change 50,240 4,173 0.48% 0.48% 240 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Financial Partners, Inc. History No change 49,935 4,148 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 49,100 4,078 0.35% 0.35% 242 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 48,591 4,036 0.27% 0.27% 243 0 0.0% Q2 2026 Aug 05, 2026
Ellis Investment Partners, LLC History No change 48,494 4,028 0.61% 0.61% 244 0 0.0% Q2 2026 Aug 05, 2026
Main Street Financial Solutions, LLC History No change 48,284 4,010 0.26% 0.26% 245 0 0.0% Q2 2026 Aug 07, 2026
Dakota Wealth Management History No change 48,182 4,002 0.08% 0.08% 246 0 0.0% Q2 2026 Aug 07, 2026
Cresset Asset Management, LLC History No change 47,804 3,971 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 14, 2026
Delos Wealth Advisors, LLC History No change 47,814 3,971 2.04% 2.04% 248 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 47,740 3,965 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 47,576 3,952 0.07% 0.07% 250 0 0.0% Q2 2026 Jul 15, 2026
ASSOCIATED BANC-CORP History No change 47,540 3,949 0.09% 0.09% 251 0 0.0% Q2 2026 Jul 31, 2026
Biondo Investment Advisors, LLC History No change 47,382 3,936 0.48% 0.48% 252 0 0.0% Q2 2026 Aug 13, 2026
HANCOCK WHITNEY CORP History No change 47,007 3,904 0.07% 0.07% 253 0 0.0% Q2 2026 Aug 14, 2026
FORONJY FINANCIAL LLC History No change 46,959 3,900 1.43% 1.43% 254 0 0.0% Q2 2026 Jul 23, 2026
CX Institutional History Added to 48,301 3,893 0.11% 0.11% 255 +2,319 5.04% Q3 2026 Oct 02, 2026
Evolution Wealth Advisors, LLC History No change 46,173 3,835 0.45% 0.45% 256 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 46,063 3,826 0.02% 0.02% 257 0 0.0% Q2 2026 Jul 20, 2026
MMBG INVESTMENT ADVISORS CO. History No change 46,002 3,821 0.3% 0.3% 258 0 0.0% Q2 2026 Aug 10, 2026
D. E. Shaw & Co., Inc. History No change 45,936 3,815 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 45,897 3,812 0.45% 0.45% 260 0 0.0% Q2 2026 Jul 22, 2026
1607 Capital Partners, LLC History No change 45,860 3,809 0.33% 0.33% 261 0 0.0% Q2 2026 Sep 02, 2026
AlphaCore Capital LLC History No change 45,858 3,809 0.07% 0.07% 262 0 0.0% Q2 2026 Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 45,756 3,803 0.02% 0.02% 263 0 0.0% Q2 2026 Aug 14, 2026
Corecam AG History No change 45,220 3,756 3.21% 3.21% 264 0 0.0% Q2 2026 Jul 17, 2026
Innova Wealth Partners History No change 44,922 3,731 1.53% 1.53% 265 0 0.0% Q2 2026 Jul 15, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 44,700 3,713 0.08% 0.08% 266 0 0.0% Q2 2026 Aug 11, 2026
Capital Advantage, Inc. History No change 44,540 3,699 0.45% 0.45% 267 0 0.0% Q2 2026 Jul 13, 2026
IMC-Chicago, LLC History No change 42,877 3,561 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL DISCOVERY GROUP INC History No change 42,844 3,559 7.59% 7.59% 269 0 0.0% Q2 2026 Jul 23, 2026
Vestmark Advisory Solutions, Inc. History No change 42,675 3,544 0.03% 0.03% 270 0 0.0% Q2 2026 Aug 14, 2026
Simmons Bank History No change 42,443 3,525 0.2% 0.2% 271 0 0.0% Q2 2026 Jul 31, 2026
Sigma Planning Corp History No change 42,303 3,514 0.09% 0.09% 272 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 42,132 3,499 0.09% 0.09% 273 0 0.0% Q2 2026 Aug 11, 2026
First Financial Bank - Trust Division History Added to 43,336 3,492 0.25% 0.25% 274 +1,343 3.2% Q3 2026 Oct 01, 2026
Wealthfront Advisers LLC History No change 41,362 3,435 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 07, 2026
Allred Capital Management, LLC History No change 41,069 3,412 1.12% 1.12% 276 0 0.0% Q2 2026 Aug 12, 2026
PEAK6 LLC History No change 40,800 3,389 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 12, 2026
Granite Harbor Advisors, Inc. History No change 40,278 3,345 1.32% 1.32% 278 0 0.0% Q2 2026 Jul 31, 2026
Savvy Advisors, Inc. History No change 39,671 3,295 0.07% 0.07% 279 0 0.0% Q2 2026 Aug 03, 2026
NORTHLAND SECURITIES, INC. History No change 39,424 3,274 1.91% 1.91% 280 0 0.0% Q2 2026 Aug 04, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 39,212 3,257 0.81% 0.81% 281 0 0.0% Q2 2026 Jul 10, 2026
David Kennon Inc History No change 39,182 3,254 1.08% 1.08% 282 0 0.0% Q2 2026 Jul 22, 2026
Virtue Capital Management, LLC History No change 38,464 3,195 0.43% 0.43% 283 0 0.0% Q2 2026 Aug 05, 2026
SIG BROKERAGE, LP History No change 38,037 3,159 0.06% 0.06% 284 0 0.0% Q2 2026 Aug 14, 2026
PCG Wealth Advisors, LLC History No change 37,900 3,148 0.7% 0.7% 285 0 0.0% Q2 2026 Aug 03, 2026
Centric Wealth Management History No change 37,075 3,097 0.48% 0.48% 286 0 0.0% Q2 2026 Aug 06, 2026
RPg Family Wealth Advisory, LLC History No change 36,685 3,047 0.63% 0.63% 287 0 0.0% Q2 2026 Aug 04, 2026
Risk Paradigm Group, LLC History No change 36,542 3,035 2.38% 2.38% 288 0 0.0% Q2 2026 Aug 05, 2026
Adams Wealth Management History No change 36,323 3,017 0.58% 0.58% 289 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 36,323 3,017 0.49% 0.49% 290 0 0.0% Q2 2026 Aug 11, 2026
Cedar Mountain Advisors, LLC History No change 36,177 3,005 0.52% 0.52% 291 0 0.0% Q2 2026 Jul 02, 2026
Arkadios Wealth Advisors History No change 36,161 3,003 0.05% 0.05% 292 0 0.0% Q2 2026 Aug 10, 2026
Econ Financial Services Corp History No change 36,101 2,998 1.4% 1.4% 293 0 0.0% Q2 2026 Jul 23, 2026
AAFMAA Wealth Management & Trust LLC History No change 36,056 2,995 1.05% 1.05% 294 0 0.0% Q2 2026 Jul 08, 2026
Bay Rivers Group History No change 35,974 2,988 1.02% 1.02% 295 0 0.0% Q2 2026 Jul 09, 2026
Ameritas Advisory Services, LLC History No change 35,923 2,984 0.06% 0.06% 296 0 0.0% Q2 2026 Aug 14, 2026
LightSquare Wealth Management, LLC History No change 35,793 2,973 2.05% 2.05% 297 0 0.0% Q2 2026 Aug 03, 2026
D L CARLSON INVESTMENT GROUP INC History No change 35,667 2,962 0.47% 0.47% 298 0 0.0% Q2 2026 Aug 11, 2026
Regal Investment Advisors LLC History No change 35,079 2,914 0.15% 0.15% 299 0 0.0% Q2 2026 Aug 14, 2026
BBR PARTNERS, LLC History No change 34,780 2,889 0.14% 0.14% 300 0 0.0% Q2 2026 Aug 11, 2026
ALTFEST L J & CO INC History No change 34,517 2,867 0.28% 0.28% 301 0 0.0% Q2 2026 Jul 30, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 33,489 2,846 2.22% 2.22% 302 0 0.0% Q2 2026 Jul 09, 2026
Essex LLC History No change 34,138 2,835 0.43% 0.43% 303 0 0.0% Q2 2026 Jul 24, 2026
Sequoia Financial Advisors, LLC History No change 34,110 2,833 0.01% 0.01% 304 0 0.0% Q2 2026 Jul 17, 2026
Western Wealth Management, LLC History No change 34,075 2,830 0.09% 0.09% 305 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 33,921 2,817 0.04% 0.04% 306 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 33,533 2,785 0.14% 0.14% 307 0 0.0% Q2 2026 Jul 23, 2026
INNEALTA CAPITAL, LLC History No change 33,518 2,784 1.49% 1.49% 308 0 0.0% Q2 2026 Aug 04, 2026
Cooksen Wealth, LLC History No change 33,463 2,779 1.75% 1.75% 309 0 0.0% Q2 2026 Jul 30, 2026
Symmetry Investments LP History No change 33,347 2,770 0.19% 0.19% 310 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 33,242 2,761 0.14% 0.14% 311 0 0.0% Q2 2026 Aug 04, 2026
TCV Trust & Wealth Management, Inc. History No change 33,103 2,749 0.21% 0.21% 312 0 0.0% Q2 2026 Jul 24, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 32,824 2,726 1.05% 1.05% 313 0 0.0% Q2 2026 Jul 20, 2026
Ethos Financial Group, LLC History No change 32,781 2,723 0.18% 0.18% 314 0 0.0% Q2 2026 Aug 07, 2026
MEITAV INVESTMENT HOUSE LTD History No change 32,758 2,719 0.02% 0.02% 315 0 0.0% Q2 2026 Jul 20, 2026
ES4, LLC History No change 32,651 2,712 1.42% 1.42% 316 0 0.0% Q2 2026 Jul 29, 2026
KINTRA WEALTH, LLC History No change 31,522 2,710 0.14% 0.14% 317 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 32,527 2,702 0.08% 0.08% 318 0 0.0% Q2 2026 Jul 09, 2026
SCOTIA CAPITAL INC. History No change 32,515 2,701 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 11, 2026
Fiduciary Group, LLC History No change 32,470 2,697 0.21% 0.21% 320 0 0.0% Q2 2026 Aug 10, 2026
CMG Global Holdings, LLC History No change 32,365 2,688 1.14% 1.14% 321 0 0.0% Q2 2026 Jul 28, 2026
Robertson Stephens Wealth Management, LLC History No change 32,174 2,672 0.07% 0.07% 322 0 0.0% Q2 2026 Jul 29, 2026
Virtu Financial LLC History No change 32,089 2,666 0.08% 0.08% 323 0 0.0% Q2 2026 Aug 13, 2026
CFC Planning Co LLC History No change 32,094 2,666 1.56% 1.56% 324 0 0.0% Q2 2026 Aug 05, 2026
Ranch Capital Advisors Inc. History No change 32,085 2,665 0.84% 0.84% 325 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 32,053 2,662 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 13, 2026
Midwest Trust Co History No change 32,049 2,662 0.03% 0.03% 327 0 0.0% Q2 2026 Aug 04, 2026
WP Advisors, LLC History No change 32,038 2,661 0.64% 0.64% 328 0 0.0% Q2 2026 Jul 29, 2026
Massachusetts Wealth Management History No change 31,579 2,623 1.0% 1.0% 329 0 0.0% Q2 2026 Aug 03, 2026
&PARTNERS History No change 31,481 2,613 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 14, 2026
Legacy Advisors, LLC History No change 31,246 2,595 0.24% 0.24% 331 0 0.0% Q2 2026 Jul 24, 2026
Walleye Capital LLC History No change 31,199 2,591 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 03, 2026
Magnus Financial Group LLC History No change 30,908 2,567 0.18% 0.18% 333 0 0.0% Q2 2026 Jul 09, 2026
Nelson Capital Management, LLC History No change 30,436 2,528 0.28% 0.28% 334 0 0.0% Q2 2026 Jul 24, 2026
AMG National Trust Bank History No change 30,331 2,519 0.05% 0.05% 335 0 0.0% Q2 2026 Aug 06, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 30,028 2,494 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 10, 2026
Fortis Group Advisors, LLC History No change 30,028 2,494 0.4% 0.4% 337 0 0.0% Q2 2026 Jul 24, 2026
Centennial Bank/AR/ History No change 30,026 2,494 0.8% 0.8% 338 0 0.0% Q2 2026 Aug 10, 2026
AMI INVESTMENT MANAGEMENT INC History No change 29,942 2,487 0.53% 0.53% 339 0 0.0% Q2 2026 Jul 15, 2026
RETIREMENT GUYS FORMULA LLC History No change 29,815 2,476 0.93% 0.93% 340 0 0.0% Q2 2026 Jul 30, 2026
Targeted Financial Services LLC History No change 29,523 2,452 1.81% 1.81% 341 0 0.0% Q2 2026 Jul 16, 2026
Laurel Wealth Advisors LLC History No change 29,442 2,445 0.24% 0.24% 342 0 0.0% Q2 2026 Jul 17, 2026
SHARPEPOINT LLC History No change 29,340 2,437 1.22% 1.22% 343 0 0.0% Q2 2026 Jul 29, 2026
Darwin Wealth Management, LLC History No change 29,285 2,432 0.67% 0.67% 344 0 0.0% Q2 2026 Jul 21, 2026
OPPENHEIMER & CO INC History No change 28,987 2,407 0.03% 0.03% 345 0 0.0% Q2 2026 Aug 03, 2026
Venturi Wealth Management, LLC History No change 28,829 2,394 0.09% 0.09% 346 0 0.0% Q2 2026 Jul 20, 2026
Wealthspire Advisors, LLC History No change 28,583 2,374 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 28,205 2,342 0.03% 0.03% 348 0 0.0% Q2 2026 Aug 07, 2026
Westside Investment Management, Inc. History No change 28,051 2,330 0.31% 0.31% 349 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial, LLC History No change 28,045 2,329 0.03% 0.03% 350 0 0.0% Q2 2026 Aug 12, 2026
Crew Capital Management, Ltd History No change 28,025 2,328 1.27% 1.27% 351 0 0.0% Q2 2026 Aug 03, 2026
Private Wealth Group, LLC History No change 27,866 2,314 0.89% 0.89% 352 0 0.0% Q2 2026 Jul 08, 2026
Diversified Enterprises, LLC History No change 27,719 2,302 0.11% 0.11% 353 0 0.0% Q2 2026 Jul 31, 2026
CTC Alternative Strategies, Ltd. History No change 27,689 2,300 3.32% 3.32% 354 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 27,630 2,295 0.12% 0.12% 355 0 0.0% Q2 2026 Aug 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 27,452 2,280 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 28, 2026
Mission Hills Financial Advisory, LLC History No change 27,452 2,280 1.0% 1.0% 357 0 0.0% Q2 2026 Aug 14, 2026
Advisor Resource Council History No change 26,856 2,258 0.64% 0.64% 358 0 0.0% Q2 2026 Jul 28, 2026
RFG Advisory, LLC History No change 27,116 2,252 0.04% 0.04% 359 0 0.0% Q2 2026 Jul 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 27,033 2,245 0.05% 0.05% 360 0 0.0% Q2 2026 Jul 17, 2026
Marble Wealth, LLC History No change 26,799 2,226 0.34% 0.34% 361 0 0.0% Q2 2026 Aug 07, 2026
WestEnd Advisors, LLC History No change 26,712 2,219 0.05% 0.05% 362 0 0.0% Q2 2026 Jul 22, 2026
Busey Bank History No change 26,712 2,218 0.05% 0.05% 363 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 26,602 2,209 0.06% 0.06% 364 0 0.0% Q2 2026 Jul 07, 2026
Pallas Capital Advisors LLC History No change 26,493 2,200 0.07% 0.07% 365 0 0.0% Q2 2026 Aug 07, 2026
Advisory Resource Group History No change 26,422 2,194 0.33% 0.33% 366 0 0.0% Q2 2026 Jul 14, 2026
Union Bancaire Privee, UBP SA History No change 25,849 2,180 0.02% 0.02% 367 0 0.0% Q2 2026 Jul 16, 2026
Simplicity Wealth,LLC History No change 26,198 2,176 0.07% 0.07% 368 0 0.0% Q2 2026 Aug 06, 2026
FLAGSTAR SECURITIES, INC History No change 26,069 2,165 0.65% 0.65% 369 0 0.0% Q2 2026 Jul 15, 2026
HARBOUR INVESTMENTS, INC. History No change 25,982 2,158 0.03% 0.03% 370 0 0.0% Q2 2026 Aug 12, 2026
Hansen & Associates Financial Group, Inc. History No change 25,494 2,144 1.23% 1.23% 371 0 0.0% Q2 2026 Jul 20, 2026
Federation des caisses Desjardins du Quebec History No change 25,787 2,142 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Reduced 26,436 2,130 0.02% 0.02% 373 -3,176 -10.73% Q3 2026 Oct 08, 2026
Sepio Capital, LP History No change 25,515 2,119 0.11% 0.11% 374 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 25,468 2,115 0.0% 0.0% 375 0 0.0% Q2 2026 Jul 30, 2026
Fourth Dimension Wealth, LLC History No change 25,386 2,108 0.67% 0.67% 376 0 0.0% Q2 2026 Jul 31, 2026
ACIMA PRIVATE WEALTH, LLC History Reduced 26,108 2,104 0.61% 0.63% 377 -176 -0.67% Q3 2026 Oct 05, 2026
PRAIRIE ADVISORY, LLC History No change 25,249 2,097 0.49% 0.49% 378 0 0.0% Q2 2026 Jul 20, 2026
STRAIGHTLINE GROUP LLC History No change 25,192 2,092 0.99% 0.99% 379 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 25,029 2,079 0.21% 0.21% 380 0 0.0% Q2 2026 Jul 28, 2026
Jacobi Capital Management LLC History No change 24,963 2,073 0.1% 0.1% 381 0 0.0% Q2 2026 Jul 31, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 24,904 2,068 0.96% 0.96% 382 0 0.0% Q2 2026 Jul 10, 2026
Stratos Wealth Partners, LTD. History No change 24,832 2,062 0.02% 0.02% 383 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History Added to 25,518 2,056 0.06% 0.05% 384 +3,237 14.53% Q3 2026 Oct 08, 2026
Everest Financial Group LLC History No change 24,632 2,046 0.28% 0.28% 385 0 0.0% Q2 2026 Aug 10, 2026
Beaumont Financial Advisors, LLC History No change 24,621 2,045 0.13% 0.13% 386 0 0.0% Q2 2026 Aug 04, 2026
10Elms LLP History No change 24,605 2,043 0.86% 0.86% 387 0 0.0% Q2 2026 Aug 14, 2026
HANSEATIC MANAGEMENT SERVICES INC History No change 24,428 2,029 1.49% 1.49% 388 0 0.0% Q2 2026 Aug 07, 2026
Carnegie Investment Counsel History No change 24,304 2,018 0.04% 0.04% 389 0 0.0% Q2 2026 Jul 30, 2026
CWC Advisors, LLC. History No change 24,294 2,018 0.9% 0.9% 390 0 0.0% Q2 2026 Jul 21, 2026
FIRST TRUST ADVISORS LP History No change 24,115 2,003 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 11, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 23,963 1,990 0.91% 0.91% 392 0 0.0% Q2 2026 Jul 29, 2026
Sage Capital Advisors,llc History No change 23,706 1,969 0.41% 0.41% 393 0 0.0% Q2 2026 Jul 09, 2026
Markin Asset Management, LP History No change 23,687 1,967 1.68% 1.68% 394 0 0.0% Q2 2026 Jul 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 23,619 1,962 0.02% 0.02% 395 0 0.0% Q2 2026 Jul 28, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 23,504 1,952 0.12% 0.12% 396 0 0.0% Q2 2026 Aug 07, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 24,206 1,951 0.46% 0.5% 398 -759 -3.04% Q3 2026 Oct 06, 2026
Sowell Financial Services LLC History No change 23,493 1,951 0.06% 0.06% 397 0 0.0% Q2 2026 Jul 17, 2026
BANK OF NOVA SCOTIA History No change 23,370 1,946 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 12, 2026
Zullo Investment Group, Inc. History No change 23,410 1,944 0.66% 0.66% 400 0 0.0% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History No change 23,357 1,940 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 11, 2026
M3 Advisory Group, LLC History No change 23,238 1,930 1.0% 1.0% 402 0 0.0% Q2 2026 Jul 24, 2026
Navis Wealth Advisors, LLC History No change 23,171 1,924 0.73% 0.73% 403 0 0.0% Q2 2026 Aug 14, 2026
UPTICK PARTNERS, LLC History No change 23,076 1,916 0.3% 0.3% 404 0 0.0% Q2 2026 Aug 10, 2026
Capstone Wealth Management Group, Inc. History No change 23,024 1,912 1.15% 1.15% 405 0 0.0% Q2 2026 Jul 27, 2026
Meridian Wealth Management, LLC History No change 22,987 1,909 0.06% 0.06% 406 0 0.0% Q2 2026 Aug 05, 2026
Luminist Capital LLC History No change 23,253 1,908 2.14% 2.14% 407 0 0.0% Q2 2026 Aug 07, 2026
Evercore Wealth Management, LLC History No change 22,771 1,891 0.03% 0.03% 408 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 22,454 1,865 0.14% 0.14% 409 0 0.0% Q2 2026 Aug 14, 2026
TRITONPOINT WEALTH, LLC History No change 22,402 1,860 0.18% 0.18% 410 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 22,402 1,860 0.15% 0.15% 411 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 22,358 1,857 0.02% 0.02% 412 0 0.0% Q2 2026 Jul 24, 2026
Mutual Advisors, LLC History No change 22,252 1,848 0.03% 0.03% 413 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 22,211 1,844 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 04, 2026
Kovack Advisors, Inc. History No change 21,895 1,822 0.09% 0.09% 415 0 0.0% Q2 2026 Jul 28, 2026
CHOREO, LLC History No change 21,888 1,818 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 04, 2026
Shepherd Financial Partners LLC History No change 21,875 1,817 0.15% 0.15% 417 0 0.0% Q2 2026 Aug 10, 2026
JBGlobal.com LLC History No change 21,850 1,815 1.59% 1.59% 418 0 0.0% Q2 2026 Jul 06, 2026
Dorsey & Whitney Trust CO LLC History No change 21,765 1,808 0.09% 0.09% 419 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 21,758 1,807 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 12, 2026
Coppell Advisory Solutions LLC History No change 2,128 1,787 0.15% 0.15% 421 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 21,509 1,786 0.07% 0.07% 422 0 0.0% Q2 2026 Jul 22, 2026
UNIVEST FINANCIAL Corp History No change 21,360 1,774 0.09% 0.09% 423 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 21,343 1,772 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 18, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 21,287 1,768 0.21% 0.21% 425 0 0.0% Q2 2026 Aug 14, 2026
Guilbault Capital LLC History No change 21,089 1,751 1.76% 1.76% 426 0 0.0% Q2 2026 Jul 23, 2026
McAdam, LLC History No change 21,051 1,748 0.07% 0.07% 427 0 0.0% Q2 2026 Aug 04, 2026
Ledyard National Bank History No change 20,845 1,731 0.14% 0.14% 428 0 0.0% Q2 2026 Jul 16, 2026
ALERUS FINANCIAL NA History No change 20,774 1,725 0.08% 0.08% 429 0 0.0% Q2 2026 Aug 13, 2026
Carrera Capital Advisors History No change 20,745 1,723 0.26% 0.26% 430 0 0.0% Q2 2026 Aug 03, 2026
HB Wealth Management, LLC History No change 20,369 1,692 0.01% 0.01% 431 0 0.0% Q2 2026 Jul 29, 2026
Sequent Planning LLC History No change 20,377 1,692 0.36% 0.36% 432 0 0.0% Q2 2026 Aug 14, 2026
Addison Advisors LLC History No change 20,225 1,680 0.79% 0.79% 433 0 0.0% Q2 2026 Aug 10, 2026
Fairvoy Private Wealth, LLC History No change 20,168 1,675 0.34% 0.34% 434 0 0.0% Q2 2026 Jul 17, 2026
Greenland Capital Management LP History No change 20,000 1,661 0.2% 0.2% 435 0 0.0% Q2 2026 Aug 12, 2026
Independence Wealth Advisors, LLC History No change 19,843 1,648 0.83% 0.83% 436 0 0.0% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 19,807 1,645 0.09% 0.09% 437 0 0.0% Q2 2026 Jul 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 19,684 1,635 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 12, 2026
Axiom Investment Management LLC History No change 19,689 1,635 1.09% 1.09% 439 0 0.0% Q2 2026 Jul 30, 2026
Integrated Advisors Network LLC History No change 19,382 1,610 0.07% 0.07% 440 0 0.0% Q2 2026 Aug 11, 2026
Helium Advisors LLC History No change 19,346 1,607 1.34% 1.34% 441 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Capital Wealth Advisors History No change 19,263 1,600 1.08% 1.08% 442 0 0.0% Q2 2026 Jul 23, 2026
Affiance Financial, LLC History No change 19,243 1,598 0.23% 0.23% 443 0 0.0% Q2 2026 Jul 09, 2026
FIL Ltd History No change 19,186 1,593 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 13, 2026
Climber Capital SA History No change 19,210 1,592 0.97% 0.97% 445 0 0.0% Q2 2026 Jul 22, 2026
V2 Financial group LLC History No change 19,032 1,580 0.59% 0.59% 446 0 0.0% Q2 2026 Aug 10, 2026
Providence First Trust Co History No change 19,018 1,579 0.44% 0.44% 447 0 0.0% Q2 2026 Jul 27, 2026
Intrua Financial, LLC History No change 18,719 1,555 0.14% 0.14% 448 0 0.0% Q2 2026 Jul 24, 2026
Crescent Grove Advisors, LLC History No change 18,629 1,547 0.13% 0.13% 449 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 18,155 1,508 0.03% 0.03% 450 0 0.0% Q2 2026 Jul 09, 2026
Cushing Capital Partners, LLC History No change 18,130 1,506 1.04% 1.04% 451 0 0.0% Q2 2026 Jul 29, 2026
Bank of Marin History No change 18,116 1,504 1.05% 1.05% 452 0 0.0% Q2 2026 Aug 13, 2026
Pine Valley Investments Ltd Liability Co History No change 18,028 1,497 0.06% 0.06% 453 0 0.0% Q2 2026 Jul 24, 2026
Thrive Capital Management, LLC History No change 18,007 1,495 0.28% 0.28% 454 0 0.0% Q2 2026 Aug 05, 2026
Chesapeake Wealth Management History No change 17,978 1,493 0.42% 0.42% 455 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 17,739 1,473 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 10, 2026
World Investment Advisors History No change 17,714 1,456 0.02% 0.02% 457 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 17,518 1,455 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Reduced 17,995 1,450 1.03% 1.28% 459 -4,380 -19.58% Q3 2026 Oct 09, 2026
VERUS CAPITAL PARTNERS, LLC History No change 17,382 1,443 0.08% 0.08% 460 0 0.0% Q2 2026 Aug 06, 2026
PETERSON WEALTH MANAGEMENT History No change 17,246 1,432 0.67% 0.67% 461 0 0.0% Q2 2026 Jul 30, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 17,232 1,431 0.01% 0.01% 462 0 0.0% Q2 2026 Aug 14, 2026
Everstar Asset Management, LLC History No change 16,961 1,408 0.68% 0.68% 463 0 0.0% Q2 2026 Aug 03, 2026
Nan Shan Life Insurance Co., Ltd. History No change 16,888 1,402 0.04% 0.04% 464 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 16,573 1,376 0.12% 0.12% 465 0 0.0% Q2 2026 Jul 16, 2026
Ignite Planners, LLC History No change 16,517 1,372 0.19% 0.19% 466 0 0.0% Q2 2026 Jul 23, 2026
Wall Capital Group, Inc. History No change 16,471 1,368 1.12% 1.12% 467 0 0.0% Q2 2026 Jul 24, 2026
Gladstone Institutional Advisory LLC History No change 16,404 1,362 0.04% 0.04% 468 0 0.0% Q2 2026 Jul 27, 2026
Madden Advisory Services, Inc. History No change 16,089 1,336 0.48% 0.48% 469 0 0.0% Q2 2026 Aug 04, 2026
MontVue Capital Management, Inc. History No change 16,079 1,335 0.77% 0.77% 470 0 0.0% Q2 2026 Jul 27, 2026
Boltwood Capital Management History Added to 16,280 1,312 0.3% 0.31% 471 +113 0.7% Q3 2026 Oct 02, 2026
ATLAS CAPITAL ADVISORS INC. History No change 15,724 1,306 0.14% 0.14% 472 0 0.0% Q2 2026 Aug 13, 2026
Maridea Wealth Management LLC History No change 15,717 1,305 0.14% 0.14% 473 0 0.0% Q2 2026 Aug 06, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 15,657 1,300 0.29% 0.29% 474 0 0.0% Q2 2026 Sep 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 15,656 1,300 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 15,500 1,287 0.05% 0.05% 476 0 0.0% Q2 2026 Jul 23, 2026
Choate Investment Advisors History No change 15,420 1,280 0.02% 0.02% 477 0 0.0% Q2 2026 Aug 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 15,407 1,279 0.06% 0.06% 478 0 0.0% Q2 2026 Jul 23, 2026
Quest 10 Wealth Builders, Inc. History No change 15,325 1,273 0.99% 0.99% 479 0 0.0% Q2 2026 Jul 24, 2026
Jump Financial, LLC History No change 15,254 1,267 0.01% 0.01% 480 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 15,212 1,263 0.03% 0.03% 481 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 15,150 1,258 0.01% 0.01% 482 0 0.0% Q2 2026 Jul 29, 2026
Belpointe Asset Management LLC History No change 15,117 1,255 0.04% 0.04% 483 0 0.0% Q2 2026 Jul 31, 2026
Blue Capital, Inc. History No change 15,086 1,253 0.8% 0.8% 484 0 0.0% Q2 2026 Aug 11, 2026
Analyst IMS Investment Management Services Ltd. History No change 15,006 1,247 0.03% 0.03% 485 0 0.0% Q2 2026 Jul 29, 2026
Wedmont Private Capital History Added to 14,927 1,245 0.03% 0.03% 486 +604 4.22% Q3 2026 Oct 09, 2026
Symmetry Partners, LLC History No change 14,975 1,243 0.06% 0.06% 487 0 0.0% Q2 2026 Jul 23, 2026
Trust Co History Added to 15,348 1,237 0.11% 0.11% 488 +64 0.42% Q3 2026 Oct 09, 2026
Financial & Tax Architects, LLC History No change 14,882 1,236 0.26% 0.26% 489 0 0.0% Q2 2026 Jul 23, 2026
Outlook Wealth Advisors, LLC History No change 14,828 1,236 0.27% 0.27% 490 0 0.0% Q2 2026 Aug 03, 2026
Colony Family Offices, LLC History No change 14,866 1,234 0.27% 0.27% 491 0 0.0% Q2 2026 Jul 20, 2026
Midwest Financial Group LLC History No change 14,845 1,233 0.43% 0.43% 492 0 0.0% Q2 2026 Jul 21, 2026
Vertex Investment Solutions Co., Ltd. History No change 14,600 1,226 0.83% 0.83% 493 0 0.0% Q2 2026 Jul 15, 2026
PLANNING DIRECTIONS INC History No change 14,704 1,221 0.57% 0.57% 494 0 0.0% Q2 2026 Aug 10, 2026
Weaver Capital Management LLC History No change 14,901 1,221 0.27% 0.27% 495 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Capital, Inc. History No change 14,684 1,219 0.11% 0.11% 496 0 0.0% Q2 2026 Aug 03, 2026
Redwood Financial Network Corp History No change 14,629 1,215 0.67% 0.67% 497 0 0.0% Q2 2026 Aug 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 14,488 1,203 0.04% 0.04% 498 0 0.0% Q2 2026 Jul 31, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 14,382 1,194 0.01% 0.01% 499 0 0.0% Q2 2026 Jul 23, 2026
Caprock Group, LLC History No change 14,303 1,188 0.02% 0.02% 500 0 0.0% Q2 2026 Jul 27, 2026
Miller Global Investments, LLC History New 14,684 1,183 0.95% — 501 +14,684 New Q3 2026 Oct 02, 2026
Atlantic Union Bankshares Corp History No change 14,186 1,178 0.02% 0.02% 502 0 0.0% Q2 2026 Aug 11, 2026
High Note Wealth, LLC History No change 14,156 1,175 0.2% 0.2% 503 0 0.0% Q2 2026 Jul 23, 2026
Diversify Advisory Services, LLC History No change 13,756 1,174 0.02% 0.02% 504 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 13,756 1,174 0.02% 0.02% 505 0 0.0% Q2 2026 Jul 29, 2026
Larson Financial Group LLC History No change 14,076 1,169 0.03% 0.03% 506 0 0.0% Q2 2026 Aug 14, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 14,073 1,168 0.2% 0.2% 507 0 0.0% Q2 2026 Aug 10, 2026
CALTON & ASSOCIATES, INC. History No change 14,003 1,163 0.17% 0.17% 508 0 0.0% Q2 2026 Aug 10, 2026
MV CAPITAL MANAGEMENT, INC. History No change 13,997 1,162 0.1% 0.1% 509 0 0.0% Q2 2026 Jul 30, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 14,036 1,161 0.71% 0.71% 510 0 0.0% Q2 2026 Jul 31, 2026
CIBC Bancorp USA Inc. History No change 13,915 1,155 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 13,894 1,154 0.1% 0.1% 512 0 0.0% Q2 2026 Jul 20, 2026
RiverGlades Family Offices LLC History No change 13,875 1,152 0.53% 0.53% 513 0 0.0% Q2 2026 Aug 10, 2026
Summit Trail Advisors, LLC History No change 13,749 1,142 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 11, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 14,113 1,137 0.76% 0.74% 516 +787 5.91% Q3 2026 Oct 09, 2026
Archford Capital Strategies, LLC History No change 13,698 1,137 0.12% 0.12% 515 0 0.0% Q2 2026 Jul 17, 2026
HOWE & RUSLING INC History No change 13,681 1,136 0.07% 0.07% 517 0 0.0% Q2 2026 Aug 10, 2026
BANQUE PICTET & CIE SA History No change 13,610 1,130 0.01% 0.01% 518 0 0.0% Q2 2026 Jul 24, 2026
Atria Investments, Inc History No change 13,552 1,125 0.01% 0.01% 519 0 0.0% Q2 2026 Jul 28, 2026
Canton Hathaway, LLC History No change 13,505 1,121 0.21% 0.21% 520 0 0.0% Q2 2026 Aug 05, 2026
NCM Capital Management, LLC History No change 13,478 1,119 0.34% 0.34% 521 0 0.0% Q2 2026 Aug 14, 2026
Objective Capital Management, LLC History No change 13,466 1,118 0.99% 0.99% 522 0 0.0% Q2 2026 Jul 20, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 13,328 1,107 0.07% 0.07% 523 0 0.0% Q2 2026 Jul 28, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 13,309 1,105 0.3% 0.3% 524 0 0.0% Q2 2026 Jul 23, 2026
R2 Capital Strategies, LLC History No change 13,246 1,100 0.5% 0.5% 525 0 0.0% Q2 2026 Jul 23, 2026
CENTRAL TRUST Co History No change 13,181 1,094 0.02% 0.02% 526 0 0.0% Q2 2026 Jul 31, 2026
D.A. DAVIDSON & CO. History No change 13,176 1,094 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 13,133 1,090 0.02% 0.02% 528 0 0.0% Q2 2026 Aug 06, 2026
OKABENA INVESTMENT SERVICES INC History No change 13,121 1,089 0.19% 0.19% 529 0 0.0% Q2 2026 Aug 04, 2026
PCG ASSET MANAGEMENT, LLC History No change 13,118 1,089 0.78% 0.78% 530 0 0.0% Q2 2026 Jul 27, 2026
Valeo Financial Advisors, LLC History Reduced 13,500 1,088 0.02% 0.02% 531 -179 -1.31% Q3 2026 Oct 08, 2026
Mechanics Bank Trust Department History No change 13,077 1,086 0.13% 0.13% 532 0 0.0% Q2 2026 Jul 07, 2026
FLOW TRADERS U.S. LLC History No change 13,051 1,084 0.04% 0.04% 533 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 12,998 1,079 0.14% 0.14% 534 0 0.0% Q2 2026 Jul 16, 2026
RDA Financial Network History No change 12,834 1,066 0.23% 0.23% 535 0 0.0% Q2 2026 Jul 06, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 12,651 1,047 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 29, 2026
Windsor Capital Management, LLC History No change 12,556 1,043 0.27% 0.27% 537 0 0.0% Q2 2026 Jul 08, 2026
Bramshill Investments, LLC History No change 12,500 1,038 0.08% 0.08% 538 0 0.0% Q2 2026 Aug 14, 2026
Purus Wealth Management, LLC History No change 12,436 1,033 0.28% 0.28% 539 0 0.0% Q2 2026 Jul 13, 2026
Moors & Cabot, Inc. History No change 12,423 1,031 0.04% 0.04% 540 0 0.0% Q2 2026 Aug 10, 2026
Narus Financial Partners, LLC History No change 12,366 1,027 0.26% 0.26% 541 0 0.0% Q2 2026 Jul 31, 2026
Cambria Investment Management, L.P. History No change 12,322 1,023 0.05% 0.05% 542 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 12,322 1,023 0.01% 0.01% 543 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 12,248 1,017 0.05% 0.05% 544 0 0.0% Q2 2026 Jul 16, 2026
Mission Creek Capital Partners, Inc. History No change 12,192 1,012 0.18% 0.18% 545 0 0.0% Q2 2026 Aug 14, 2026
Providence Capital Advisors, LLC History No change 12,172 1,011 0.15% 0.15% 546 0 0.0% Q2 2026 Aug 11, 2026
DARA CAPITAL US, INC. History No change 12,130 1,007 0.69% 0.69% 547 0 0.0% Q2 2026 Jul 23, 2026
Prosperity Consulting Group, LLC History No change 11,991 996 0.04% 0.04% 548 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Counsel, LLC History No change 11,992 996 0.12% 0.12% 549 0 0.0% Q2 2026 Jul 15, 2026
Savant Capital, LLC History No change 11,827 992 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 10, 2026
RATIONAL ADVISORS, INC. History No change 11,852 984 0.09% 0.09% 551 0 0.0% Q2 2026 Jul 24, 2026
Cullen Capital Management, LLC History No change 11,834 983 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 13, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 11,835 983 0.56% 0.56% 553 0 0.0% Q2 2026 Jul 15, 2026
Manhattan West Asset Management, LLC History No change 11,751 976 0.16% 0.16% 554 0 0.0% Q2 2026 Aug 11, 2026
Savior LLC History No change 11,726 974 2.79% 2.79% 555 0 0.0% Q2 2026 Jul 22, 2026
McKinley Carter Wealth Services, Inc. History No change 11,676 969 0.05% 0.05% 556 0 0.0% Q2 2026 Jul 28, 2026
Golden State Wealth Management, LLC History No change 11,659 968 0.09% 0.09% 557 0 0.0% Q2 2026 Jul 22, 2026
StoneX Group Inc. History No change 11,559 959 0.04% 0.04% 558 0 0.0% Q2 2026 Aug 12, 2026
Asset Allocation Strategies LLC History No change 11,453 951 0.15% 0.15% 559 0 0.0% Q2 2026 Aug 17, 2026
Exit Wealth Advisors, LLC. History No change 11,430 949 0.43% 0.43% 560 0 0.0% Q2 2026 Aug 11, 2026
Gradient Capital Advisors, LLC History No change 11,377 945 0.22% 0.22% 561 0 0.0% Q2 2026 Jul 13, 2026
Capital Analysts, LLC History No change 11,360 943 0.02% 0.02% 562 0 0.0% Q2 2026 Aug 05, 2026
Talon Private Wealth, LLC History No change 11,293 938 0.11% 0.11% 563 0 0.0% Q2 2026 Sep 11, 2026
O'ROURKE & COMPANY, Inc History No change 11,230 932 0.33% 0.33% 564 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 11,193 929 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 11, 2026
Keebeck Wealth Management History No change 11,178 928 0.09% 0.09% 566 0 0.0% Q2 2026 Aug 11, 2026
South Shore Capital Advisors History No change 11,155 926 0.62% 0.62% 567 0 0.0% Q2 2026 Jul 30, 2026
Entelevest, LLC History No change 11,137 925 0.79% 0.79% 568 0 0.0% Q2 2026 Jul 22, 2026
SUMMIT SECURITIES GROUP LLC History No change 11,026 915 0.09% 0.09% 569 0 0.0% Q2 2026 Aug 03, 2026
Telos Capital Management, Inc. History No change 11,025 915 0.08% 0.08% 570 0 0.0% Q2 2026 Jul 22, 2026
DUNCKER STREETT & CO INC History No change 10,960 910 0.15% 0.15% 571 0 0.0% Q2 2026 Jul 28, 2026
MONETARY MANAGEMENT GROUP INC History No change 10,910 906 0.19% 0.19% 572 0 0.0% Q2 2026 Aug 12, 2026
ARS Investment Partners, LLC History No change 10,899 905 0.04% 0.04% 573 0 0.0% Q2 2026 Jul 09, 2026
Richard W. Paul & Associates, LLC History No change 10,884 904 0.28% 0.28% 574 0 0.0% Q2 2026 Aug 10, 2026
STG SECURITIES, LLC History No change 10,833 899 0.06% 0.06% 575 0 0.0% Q2 2026 Aug 13, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 10,795 897 0.59% 0.59% 576 0 0.0% Q2 2026 Jul 06, 2026
Burford Brothers, Inc. History No change 10,766 894 0.33% 0.33% 577 0 0.0% Q2 2026 Jul 28, 2026
PW Nova Financial Services LLC History No change 10,746 892 0.19% 0.19% 578 0 0.0% Q2 2026 Jul 29, 2026
Nikulski Financial, Inc. History No change 10,733 891 0.19% 0.19% 579 0 0.0% Q2 2026 Jul 28, 2026
Arkos Global Advisors History No change 10,631 883 0.1% 0.1% 580 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 10,538 875 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 10,524 874 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 10,522 874 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 05, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 10,512 873 0.1% 0.1% 584 0 0.0% Q2 2026 Aug 06, 2026
Sovran Advisors, LLC History No change 10,000 870 0.06% 0.06% 585 0 0.0% Q2 2026 Jul 29, 2026
FIRST HORIZON CORP History No change 10,435 866 0.03% 0.03% 586 0 0.0% Q2 2026 Jul 20, 2026
Financial Engines Advisors L.L.C. History No change 10,389 863 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 10,370 861 0.04% 0.04% 588 0 0.0% Q2 2026 Aug 20, 2026
Edgestream Partners, L.P. History No change 10,338 858 0.03% 0.03% 589 0 0.0% Q2 2026 Aug 11, 2026
Blue Zone Wealth Advisors, LLC History No change 10,233 850 0.15% 0.15% 590 0 0.0% Q2 2026 Jul 14, 2026
BOKF, NA History No change 10,191 846 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Family Advisors, LLC History No change 10,178 845 0.35% 0.35% 592 0 0.0% Q2 2026 Aug 14, 2026
Jacobs Equity LLC History No change 10,170 844 0.58% 0.58% 593 0 0.0% Q2 2026 Aug 14, 2026
Transamerica Financial Advisors, LLC History No change 10,039 833 0.07% 0.07% 594 0 0.0% Q2 2026 Aug 14, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 10,038 833 0.3% 0.3% 595 0 0.0% Q2 2026 Jul 15, 2026
MTM Investment Management, LLC History No change 10,035 833 0.24% 0.24% 596 0 0.0% Q2 2026 Aug 03, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 10,000 830 0.02% 0.02% 597 0 0.0% Q2 2026 Jul 31, 2026
Runnymede Capital Advisors, Inc. History No change 10,000 830 0.49% 0.49% 598 0 0.0% Q2 2026 Jul 21, 2026
Matthew Goff Investment Advisor, LLC History No change 9,919 824 0.14% 0.14% 599 0 0.0% Q2 2026 Jul 07, 2026
OneAscent Financial Services LLC History No change 9,879 820 0.04% 0.04% 600 0 0.0% Q2 2026 Aug 11, 2026
Jackson, Grant Investment Advisers, Inc. History No change 9,853 818 0.25% 0.25% 601 0 0.0% Q2 2026 Jul 31, 2026
Garden State Investment Advisory Services LLC History No change 9,777 812 0.15% 0.15% 602 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History No change 9,698 806 0.08% 0.08% 603 0 0.0% Q2 2026 Jul 16, 2026
Capital Management Associates, Inc History No change 9,645 801 0.16% 0.16% 604 0 0.0% Q2 2026 Jul 22, 2026
Hills Bank & Trust Co History No change 9,558 793 0.03% 0.03% 605 0 0.0% Q2 2026 Aug 10, 2026
Stronghold Wealth Management L.L.C. History No change 9,543 792 1.06% 1.06% 606 0 0.0% Q2 2026 Jul 24, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 9,393 780 0.11% 0.11% 607 0 0.0% Q2 2026 Aug 07, 2026
Evanson Financial, LLC History No change 9,385 779 0.04% 0.04% 608 0 0.0% Q2 2026 Jul 07, 2026
Clear Street Group Inc. History No change 9,368 778 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 12, 2026
Keystone Financial Group History No change 9,357 777 0.05% 0.05% 610 0 0.0% Q2 2026 Jul 29, 2026
National Philanthropic Trust History No change 9,346 776 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 14, 2026
Parallax Volatility Advisers, L.P. History No change 9,301 772 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 9,236 767 0.03% 0.03% 613 0 0.0% Q2 2026 Aug 03, 2026
Hilltop Holdings Inc. History No change 9,189 763 0.06% 0.06% 614 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 9,118 759 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 27, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 9,061 752 0.04% 0.04% 616 0 0.0% Q2 2026 Aug 11, 2026
Mathes Company, Inc. History No change 9,050 752 0.23% 0.23% 617 0 0.0% Q2 2026 Aug 11, 2026
Measured Risk Portfolios, Inc. History No change 9,031 750 0.67% 0.67% 618 0 0.0% Q2 2026 Aug 12, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 9,004 747 0.06% 0.06% 619 0 0.0% Q2 2026 Jul 16, 2026
Cascade Financial Partners, LLC History No change 9,000 747 0.06% 0.06% 620 0 0.0% Q2 2026 Aug 04, 2026
Chevy Chase Trust Holdings, LLC History No change 8,992 746 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 8,977 745 0.03% 0.03% 622 0 0.0% Q2 2026 Aug 14, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 8,842 734 0.06% 0.06% 623 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 8,789 734 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 8,800 731 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 13, 2026
Lodge Hill Capital, LLC History No change 8,774 728 0.12% 0.12% 626 0 0.0% Q2 2026 Aug 14, 2026
McGuire Investment Group, LLC History No change 8,760 727 0.06% 0.06% 627 0 0.0% Q2 2026 Jul 27, 2026
IFP Advisors, Inc History No change 8,727 724 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 20, 2026
Intrepid Financial Planning Group LLC History No change 8,705 723 0.25% 0.25% 629 0 0.0% Q2 2026 Aug 12, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 8,679 720 0.25% 0.25% 630 0 0.0% Q2 2026 Aug 13, 2026
WJ Financial Advisors LLC History No change 8,652 718 0.53% 0.53% 631 0 0.0% Q2 2026 Aug 13, 2026
High Point Wealth Management, LLC History No change 8,655 718 0.59% 0.59% 632 0 0.0% Q2 2026 Jul 20, 2026
BESSEMER GROUP INC History No change 8,588 713 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 8,553 711 0.02% 0.02% 634 0 0.0% Q2 2026 Jul 28, 2026
Stratos Wealth Advisors, LLC History No change 8,551 710 0.04% 0.04% 635 0 0.0% Q2 2026 Aug 11, 2026
Bricktown Capital, LLC History No change 8,508 706 0.13% 0.13% 636 0 0.0% Q2 2026 Jul 15, 2026
PRINCIPAL SECURITIES, INC. History No change 8,471 703 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 04, 2026
Waterloo Capital, L.P. History No change 8,440 701 0.04% 0.04% 638 0 0.0% Q2 2026 Jul 29, 2026
Investment Advisory Group, LLC History No change 8,383 696 0.15% 0.15% 639 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History No change 8,319 691 0.01% 0.01% 640 0 0.0% Q2 2026 Jul 15, 2026
Peak Retirement Planning, Inc. History No change 8,300 689 0.11% 0.11% 641 0 0.0% Q2 2026 Aug 10, 2026
MKT Advisors LLC History No change 8,108 688 0.21% 0.21% 642 0 0.0% Q2 2026 Jul 09, 2026
CHICAGO TRUST Co NA History No change 8,264 686 0.1% 0.1% 643 0 0.0% Q2 2026 Jul 16, 2026
Pettinga Financial Advisors LLC History No change 8,270 686 0.11% 0.11% 644 0 0.0% Q2 2026 Jul 09, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 8,224 683 0.12% 0.12% 645 0 0.0% Q2 2026 Jul 09, 2026
GeoWealth Management, LLC History No change 8,218 682 0.02% 0.02% 646 0 0.0% Q2 2026 Jul 30, 2026
B. Riley Wealth Advisors, Inc. History No change 8,067 680 0.04% 0.04% 647 0 0.0% Q2 2026 Jul 14, 2026
4WEALTH ADVISORS, INC. History No change 8,053 679 0.52% 0.52% 648 0 0.0% Q2 2026 Jul 17, 2026
Gallagher Capital Advisors, LLC History Added to 8,386 675 0.36% 0.4% 649 +55 0.66% Q3 2026 Oct 09, 2026
Investment Management Trust, LLC History No change 8,099 672 0.6% 0.6% 650 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 8,045 668 0.03% 0.03% 651 0 0.0% Q2 2026 Jul 10, 2026
PLIMOTH TRUST CO LLC History No change 8,045 668 0.13% 0.13% 652 0 0.0% Q2 2026 Jul 28, 2026
SCS Capital Management LLC History No change 8,025 666 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 8,000 664 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 7,969 663 0.04% 0.04% 655 0 0.0% Q2 2026 Jul 22, 2026
Beacon Financial Advisory LLC History No change 7,970 662 0.13% 0.13% 656 0 0.0% Q2 2026 Aug 05, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 7,981 662 0.36% 0.36% 657 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 7,951 660 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 7,948 660 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 10, 2026
MSH Capital Advisors LLC History No change 7,868 653 0.11% 0.11% 660 0 0.0% Q2 2026 Aug 10, 2026
One Charles Private Wealth Services, LLC History No change 7,847 651 0.15% 0.15% 661 0 0.0% Q2 2026 Jul 15, 2026
Roble, Belko & Company, Inc History No change 7,775 646 0.07% 0.07% 662 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Wealth Management, LLC History No change 7,725 641 0.03% 0.03% 663 0 0.0% Q2 2026 Jul 22, 2026
Per Stirling Capital Management, LLC. History No change 7,711 640 0.06% 0.06% 664 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 7,694 639 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 7,685 638 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 03, 2026
CARRET ASSET MANAGEMENT, LLC History No change 7,684 638 0.06% 0.06% 667 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Investment Partners, Inc. History No change 7,651 635 0.02% 0.02% 668 0 0.0% Q2 2026 Aug 13, 2026
Narwhal Capital Management History No change 7,580 629 0.04% 0.04% 669 0 0.0% Q2 2026 Jul 24, 2026
NBT BANK, N.A. History No change 7,522 624 0.04% 0.04% 670 0 0.0% Q2 2026 Jul 29, 2026
Bluespring Wealth Management, LLC History No change 7,412 615 0.01% 0.01% 671 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 7,385 613 0.02% 0.02% 672 0 0.0% Q2 2026 Aug 17, 2026
Capital Square, LLC History No change 7,227 607 0.27% 0.27% 673 0 0.0% Q2 2026 Aug 12, 2026
Eagle Strategies LLC History No change 7,256 602 0.06% 0.06% 674 0 0.0% Q2 2026 Jul 21, 2026
Axim Planning & Wealth History No change 7,213 599 0.84% 0.84% 675 0 0.0% Q2 2026 Aug 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 7,200 598 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 11, 2026
MMA ASSET MANAGEMENT LLC History No change 7,200 598 0.19% 0.19% 677 0 0.0% Q2 2026 Aug 04, 2026
FLP Wealth Management, LLC History No change 7,127 592 1.05% 1.05% 678 0 0.0% Q2 2026 Jul 28, 2026
BCS Wealth Management History No change 7,112 590 0.11% 0.11% 679 0 0.0% Q2 2026 Jul 16, 2026
Acropolis Investment Management, LLC History No change 7,310 589 0.02% 0.02% 680 0 0.0% Q3 2026 Oct 08, 2026
Koshinski Asset Management, Inc. History No change 7,069 587 0.03% 0.03% 681 0 0.0% Q2 2026 Jul 27, 2026
Thomasville National Bank History No change 7,052 585 0.03% 0.03% 682 0 0.0% Q2 2026 Jul 20, 2026
Ally Invest Advisors Inc. History No change 7,054 585 0.04% 0.04% 683 0 0.0% Q2 2026 Aug 13, 2026
Greenline Partners, LLC History No change 7,036 584 0.06% 0.06% 684 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 7,008 582 0.01% 0.01% 685 0 0.0% Q2 2026 Aug 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 6,998 581 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 10, 2026
Occidental Asset Management, LLC History No change 7,000 581 0.06% 0.06% 687 0 0.0% Q2 2026 Aug 07, 2026
Hyundai Investments Co., Ltd. History No change 6,860 578 0.63% 0.63% 688 0 0.0% Q2 2026 Aug 14, 2026
Sherman Asset Management, Inc. History No change 6,904 573 0.44% 0.44% 689 0 0.0% Q2 2026 Aug 05, 2026
Empirical Asset Management, LLC History No change 6,882 571 0.13% 0.13% 690 0 0.0% Q2 2026 Aug 10, 2026
Indivisible Partners History No change 6,823 566 0.03% 0.03% 691 0 0.0% Q2 2026 Aug 04, 2026
JBR Co Financial Management Inc History No change 6,760 561 0.2% 0.2% 692 0 0.0% Q2 2026 Jul 09, 2026
Modern Wealth Management, LLC History No change 6,745 560 0.01% 0.01% 693 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History Reduced 6,938 559 0.04% 0.06% 694 -2,705 -28.05% Q3 2026 Oct 06, 2026
Praxis Capital Management LLC History No change 6,700 556 0.88% 0.88% 695 0 0.0% Q2 2026 Jul 22, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 6,660 553 0.11% 0.11% 696 0 0.0% Q2 2026 Jul 22, 2026
Focus Partners Advisor Solutions, LLC History No change 6,609 549 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 06, 2026
MBA Advisors LLC History No change 6,520 541 0.18% 0.18% 698 0 0.0% Q2 2026 Jul 28, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 6,499 539 0.2% 0.2% 699 0 0.0% Q2 2026 Jul 23, 2026
Audent Global Asset Management, LLC History No change 6,500 539 0.6% 0.6% 700 0 0.0% Q2 2026 Aug 04, 2026
Allie Family Office LLC History No change 6,479 538 0.2% 0.2% 701 0 0.0% Q2 2026 Oct 02, 2026
Avidian Wealth Enterprises, LLC History Reduced 6,620 533 0.01% 0.02% 702 -2 -0.03% Q3 2026 Oct 08, 2026
Perigon Wealth Management, LLC History No change 6,423 533 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 07, 2026
Wealthstar Advisors, LLC History No change 6,417 533 0.16% 0.16% 704 0 0.0% Q2 2026 Jul 30, 2026
Shulman DeMeo Asset Management LLC History Reduced 6,565 532 0.11% 0.1% 705 -93 -1.4% Q3 2026 Oct 09, 2026
Trust Point Inc. History No change 6,362 528 0.04% 0.04% 706 0 0.0% Q2 2026 Jul 08, 2026
Florida Trust Wealth Management Co History No change 6,354 527 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 27, 2026
Point Windward Advisors Inc. History No change 6,342 526 0.23% 0.23% 708 0 0.0% Q2 2026 Jul 30, 2026
INVESTMENT PARTNERS, LTD. History No change 6,300 523 0.16% 0.16% 709 0 0.0% Q2 2026 Aug 04, 2026
KG Capital Management History No change 6,302 523 0.31% 0.31% 710 0 0.0% Q2 2026 Aug 07, 2026
Spinnaker Investment Group, LLC History No change 6,287 522 0.08% 0.08% 711 0 0.0% Q2 2026 Jul 10, 2026
Welch Group, LLC History No change 6,280 521 0.02% 0.02% 712 0 0.0% Q2 2026 Jul 23, 2026
RPS ADVISORY SOLUTIONS LLC History No change 6,280 521 0.34% 0.34% 713 0 0.0% Q2 2026 Aug 11, 2026
Perennial Investment Advisors, LLC History No change 6,270 520 0.03% 0.03% 714 0 0.0% Q2 2026 Aug 14, 2026
Platform Technology Partners History No change 6,242 518 0.08% 0.08% 715 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History No change 6,225 517 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 31, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 6,181 513 0.01% 0.01% 717 0 0.0% Q2 2026 Aug 10, 2026
Constitution Capital LLC History No change 6,185 513 0.26% 0.26% 718 0 0.0% Q2 2026 Jul 09, 2026
Fiduciary Alliance LLC History No change 6,187 513 0.03% 0.03% 719 0 0.0% Q2 2026 Jul 20, 2026
GFS Advisors, LLC History No change 2,640 512 0.05% 0.05% 720 0 0.0% Q2 2026 Aug 04, 2026
Lynx Investment Advisory History No change 6,107 507 0.17% 0.17% 721 0 0.0% Q2 2026 Jul 27, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 4,320 506 0.25% 0.25% 722 0 0.0% Q2 2026 Jul 07, 2026
Nova Wealth Management, Inc. History No change 6,100 506 0.28% 0.28% 723 0 0.0% Q2 2026 Jul 13, 2026
First Citizens Financial Corp History Added to 6,271 505 0.21% 0.21% 724 +358 6.05% Q3 2026 Oct 02, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 6,062 503 0.11% 0.11% 725 0 0.0% Q2 2026 Jul 07, 2026
Brindle & Bay Financial Advisors, LLC History No change 6,049 502 0.25% 0.25% 726 0 0.0% Q2 2026 Jul 20, 2026
Ark Wealth Advisors LLC History No change 6,037 501 0.44% 0.44% 727 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON JONES LLC History No change 6,022 500 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 11, 2026
North Star Investment Management Corp. History No change 5,984 497 0.03% 0.03% 729 0 0.0% Q2 2026 Jul 28, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 5,925 492 0.34% 0.34% 730 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 5,903 490 0.03% 0.03% 731 0 0.0% Q2 2026 Jul 21, 2026
Keel Point, LLC History No change 5,909 490 0.03% 0.03% 732 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 5,908 490 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 06, 2026
Argent Trust Co History No change 5,888 489 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 06, 2026
Legacies Wealth LLC History No change 5,882 488 0.27% 0.27% 735 0 0.0% Q2 2026 Jul 22, 2026
Rockingstone Advisors LLC History No change 5,886 488 0.2% 0.2% 736 0 0.0% Q2 2026 Jul 13, 2026
Roberts Wealth Advisors, LLC History No change 5,830 484 0.11% 0.11% 737 0 0.0% Q2 2026 Jul 29, 2026
Allen Investment Management, LLC History No change 5,813 482 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 05, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 5,804 482 0.19% 0.19% 739 0 0.0% Q2 2026 Jul 30, 2026
Fjell Capital, LLC History No change 5,739 476 0.32% 0.32% 740 0 0.0% Q2 2026 Jul 15, 2026
FACTORY MUTUAL INSURANCE CO History No change 5,700 473 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 21, 2026
Asset Management One Co., Ltd. History No change 5,691 472 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 28, 2026
Strategic Financial Concepts, LLC History No change 5,694 472 0.14% 0.14% 743 0 0.0% Q2 2026 Jul 27, 2026
OneDigital Investment Advisors LLC History No change 5,664 470 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 06, 2026
VCI Wealth Management LLC History No change 5,669 470 0.12% 0.12% 745 0 0.0% Q2 2026 Aug 04, 2026
Anchor Bay Capital, Inc. History No change 5,492 466 0.25% 0.25% 746 0 0.0% Q2 2026 Aug 11, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 5,609 465 0.11% 0.11% 747 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 5,571 462 0.01% 0.01% 748 0 0.0% Q2 2026 Jul 31, 2026
Vilga Financial Planning LLC History Added to 5,683 458 0.27% 0.34% 750 +342 6.4% Q3 2026 Oct 08, 2026
Rothschild Wealth LLC History No change 5,518 458 0.04% 0.04% 749 0 0.0% Q2 2026 Aug 11, 2026
SMITH, MOORE & CO. History No change 5,501 456 0.03% 0.03% 751 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 5,476 454 0.01% 0.01% 752 0 0.0% Q2 2026 Aug 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 5,473 454 0.1% 0.1% 753 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 5,431 451 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 12, 2026
Lodestone Wealth Management LLC History No change 5,440 451 0.16% 0.16% 755 0 0.0% Q2 2026 Jul 23, 2026
Constant Guidance Financial LLC History No change 5,400 448 0.28% 0.28% 756 0 0.0% Q2 2026 Aug 12, 2026
D.B. Root & Company, LLC History No change 5,297 440 0.09% 0.09% 757 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 5,266 437 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 20, 2026
Financial Partners Group, Inc History No change 5,263 437 0.04% 0.04% 759 0 0.0% Q2 2026 Jul 23, 2026
Soltis Investment Advisors LLC History No change 5,255 436 0.02% 0.02% 760 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth Group, LLC History No change 5,227 434 0.03% 0.03% 761 0 0.0% Q2 2026 Jul 27, 2026
Allied Private Wealth LLC History No change 5,127 432 0.28% 0.28% 762 0 0.0% Q2 2026 Jul 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 5,153 428 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 14, 2026
CDKV HOLDINGS LLC History No change 5,154 428 0.33% 0.33% 764 0 0.0% Q2 2026 Jul 30, 2026
Asset Advisors Investment Management, LLC History No change 5,149 427 0.04% 0.04% 765 0 0.0% Q2 2026 Jul 22, 2026
Nuveen, LLC History No change 5,151 427 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 11, 2026
ROMANO BROTHERS AND COMPANY History No change 5,100 423 0.04% 0.04% 767 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5,092 422 0.02% 0.02% 768 0 0.0% Q2 2026 Jul 28, 2026
SHUFRO ROSE & CO LLC History No change 5,085 422 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History No change 5,062 421 0.01% 0.01% 770 0 0.0% Q2 2026 Jul 29, 2026
S&A Financial Services, Inc. History No change 5,046 419 0.26% 0.26% 771 0 0.0% Q2 2026 Jul 27, 2026
One Capital Management, LLC History No change 5,100 418 0.01% 0.01% 772 0 0.0% Q2 2026 Aug 13, 2026
LongView Wealth Management History No change 5,011 416 0.11% 0.11% 773 0 0.0% Q2 2026 Jul 17, 2026
Empower Advisory Group, LLC History No change 4,989 414 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 4,949 411 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 13, 2026
Murphy & Mullick Capital Management Corp History No change 4,928 409 0.25% 0.25% 776 0 0.0% Q2 2026 Aug 14, 2026
Intellectus Partners, LLC History No change 4,915 408 0.07% 0.07% 777 0 0.0% Q2 2026 Aug 12, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 4,920 408 0.09% 0.09% 778 0 0.0% Q2 2026 Jul 09, 2026
Apollon Wealth Management, LLC History No change 4,899 406 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 22, 2026
CAPITAL ADVISORS INC/OK History No change 4,884 405 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 22, 2026
NorthRock Partners, LLC History No change 4,870 404 0.01% 0.01% 781 0 0.0% Q2 2026 Aug 11, 2026
APPLETON PARTNERS INC/MA History No change 4,855 403 0.02% 0.02% 782 0 0.0% Q2 2026 Jul 21, 2026
SL ADVISORS, LLC History No change 4,862 403 0.71% 0.71% 783 0 0.0% Q2 2026 Jul 10, 2026
CULLEN/FROST BANKERS, INC. History No change 4,832 401 0.0% 0.0% 784 0 0.0% Q2 2026 Jul 27, 2026
AdvisorNet Financial, Inc History No change 4,838 401 0.02% 0.02% 785 0 0.0% Q2 2026 Jul 23, 2026
Ameraudi Asset Management, Inc. History No change 4,838 401 0.18% 0.18% 786 0 0.0% Q2 2026 Aug 06, 2026
Israel Discount Bank of New York History No change 4,821 400 0.74% 0.74% 787 0 0.0% Q2 2026 Jul 07, 2026
SBI Securities Co., Ltd. History No change 4,826 400 0.01% 0.01% 788 0 0.0% Q2 2026 Jul 22, 2026
Vista Cima Wealth Management LLC History No change 4,811 399 0.3% 0.3% 789 0 0.0% Q2 2026 Aug 07, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 4,784 397 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 4,781 397 0.05% 0.05% 791 0 0.0% Q2 2026 Aug 10, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 4,668 397 0.21% 0.21% 792 0 0.0% Q2 2026 Aug 07, 2026
SWMG, LLC History No change 4,750 396 0.09% 0.09% 793 0 0.0% Q2 2026 Jul 15, 2026
Palumbo Wealth Management LLC History No change 4,768 396 0.08% 0.08% 794 0 0.0% Q2 2026 Aug 12, 2026
Gallacher Capital Management LLC History No change 4,764 395 0.22% 0.22% 795 0 0.0% Q2 2026 Jul 16, 2026
Ring Mountain Capital, LLC History No change 4,757 395 0.17% 0.17% 796 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 4,727 392 0.01% 0.01% 797 0 0.0% Q2 2026 Jul 30, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 4,730 392 0.02% 0.02% 798 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4,721 392 0.04% 0.04% 799 0 0.0% Q2 2026 Aug 07, 2026
STOCK YARDS BANK & TRUST CO History No change 4,697 390 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 19, 2026
TRUST CO OF OKLAHOMA History No change 4,700 390 0.1% 0.1% 801 0 0.0% Q2 2026 Jul 14, 2026
Acorns Advisers, LLC History No change 4,686 389 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 4,671 388 0.01% 0.01% 803 0 0.0% Q2 2026 Jul 14, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 4,623 384 0.08% 0.08% 804 0 0.0% Q2 2026 Jul 10, 2026
NOMURA HOLDINGS INC History No change 4,600 382 0.0% 0.0% 805 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 4,580 380 0.02% 0.02% 806 0 0.0% Q2 2026 Jul 29, 2026
F/m Investments LLC History No change 4,575 380 0.02% 0.02% 807 0 0.0% Q2 2026 Aug 05, 2026
Quadcap Wealth Management, LLC History No change 4,564 379 0.04% 0.04% 808 0 0.0% Q2 2026 Jul 31, 2026
Oakmont Advisory Group, LLC History No change 4,562 378 0.32% 0.32% 809 0 0.0% Q2 2026 Aug 03, 2026
Gateway Wealth Partners, LLC History No change 4,542 377 0.02% 0.02% 810 0 0.0% Q2 2026 Aug 04, 2026
Ausdal Financial Partners, Inc. History No change 4,495 373 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 14, 2026
Hopwood Financial Services, Inc. History No change 4,482 372 0.22% 0.22% 812 0 0.0% Q2 2026 Jul 22, 2026
ROCKLAND TRUST CO History Reduced 4,605 371 0.01% 0.03% 813 -4,322 -48.41% Q3 2026 Oct 05, 2026
Balboa Wealth Partners History No change 4,475 371 0.05% 0.05% 814 0 0.0% Q2 2026 Aug 10, 2026
First Nebraska Trust Co History No change 4,459 370 0.03% 0.03% 815 0 0.0% Q2 2026 Aug 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 4,452 369 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 06, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 4,452 369 0.02% 0.02% 817 0 0.0% Q2 2026 Jul 31, 2026
Csenge Advisory Group History No change 4,434 368 0.01% 0.01% 818 0 0.0% Q2 2026 Aug 10, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 4,431 368 0.06% 0.06% 819 0 0.0% Q2 2026 Jul 15, 2026
FIRST NATIONAL TRUST CO History No change 4,405 365 0.01% 0.01% 820 0 0.0% Q2 2026 Jul 30, 2026
Blue Chip Partners, LLC History No change 4,366 362 0.02% 0.02% 821 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 4,360 362 0.0% 0.0% 822 0 0.0% Q2 2026 Aug 12, 2026
Strive Financial Group ,LLC History No change 4,362 362 0.16% 0.16% 823 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 4,346 361 0.02% 0.02% 824 0 0.0% Q2 2026 Jul 27, 2026
NFSG Corp History No change 4,342 360 0.04% 0.04% 825 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 4,325 359 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 07, 2026
Clare Market Investments LLC History No change 4,311 358 0.07% 0.07% 827 0 0.0% Q2 2026 Jul 27, 2026
XY Planning Network, Inc. History No change 4,282 355 0.04% 0.04% 828 0 0.0% Q2 2026 Jul 14, 2026
Grantvest Financial Group LLC History No change 4,283 355 0.21% 0.21% 829 0 0.0% Q2 2026 Aug 07, 2026
Northstar Financial Companies, Inc. History No change 4,284 355 0.24% 0.24% 830 0 0.0% Q2 2026 Aug 06, 2026
Encompass More Asset Management History No change 4,269 354 0.05% 0.05% 831 0 0.0% Q2 2026 Jul 14, 2026
PACIFIC SUN FINANCIAL CORP History No change 4,250 353 0.15% 0.15% 832 0 0.0% Q2 2026 Aug 07, 2026
Certified Advisory Corp History No change 4,251 353 0.03% 0.03% 833 0 0.0% Q2 2026 Jul 16, 2026
Buck Wealth Strategies, LLC History No change 4,258 353 0.04% 0.04% 834 0 0.0% Q2 2026 Jul 30, 2026
VSM Wealth Advisory, LLC History No change 4,258 353 0.09% 0.09% 835 0 0.0% Q2 2026 Jul 22, 2026
IEQ CAPITAL, LLC History No change 4,213 350 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 11, 2026
INGALLS & SNYDER LLC History No change 4,172 347 0.01% 0.01% 837 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 4,180 347 0.04% 0.04% 838 0 0.0% Q2 2026 Aug 14, 2026
Quadrant Private Wealth Management, LLC History No change 4,173 346 0.08% 0.08% 839 0 0.0% Q2 2026 Jul 30, 2026
ASHTON THOMAS SECURITIES, LLC History No change 4,154 345 0.05% 0.05% 840 0 0.0% Q2 2026 Jul 27, 2026
First National Bank of Hutchinson History No change 4,110 341 0.19% 0.19% 841 0 0.0% Q2 2026 Aug 03, 2026
Bayesian Capital Management, LP History No change 4,117 341 0.22% 0.22% 842 0 0.0% Q2 2026 Aug 14, 2026
MIRAMONTES CAPITAL, LLC History No change 4,094 340 0.11% 0.11% 843 0 0.0% Q2 2026 Sep 09, 2026
United Advisor Group, LLC History No change 4,087 339 0.04% 0.04% 844 0 0.0% Q2 2026 Jul 29, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,051 336 0.05% 0.05% 845 0 0.0% Q2 2026 Aug 07, 2026
Tolleson Wealth Management, Inc. History No change 4,053 336 0.05% 0.05% 846 0 0.0% Q2 2026 Aug 13, 2026
WHALEROCK POINT PARTNERS, LLC History No change 4,000 332 0.06% 0.06% 847 0 0.0% Q2 2026 Aug 13, 2026
LFA - Lugano Financial Advisors SA History No change 4,000 332 0.2% 0.2% 848 0 0.0% Q2 2026 Jul 28, 2026
Gerald Baker Financial Group LLC History Added to 4,110 331 0.09% 0.1% 850 +27 0.66% Q3 2026 Oct 09, 2026
SOA Wealth Advisors, LLC. History No change 3,991 331 0.06% 0.06% 849 0 0.0% Q2 2026 Jul 21, 2026
LYNCH & ASSOCIATES/IN History No change 3,982 330 0.06% 0.06% 851 0 0.0% Q2 2026 Jul 13, 2026
Roehl & Yi Investment Advisors, LLC History No change 3,984 330 0.11% 0.11% 852 0 0.0% Q2 2026 Aug 13, 2026
M.E. ALLISON & CO., INC. History Added to 4,082 329 0.18% 0.19% 853 +1 0.02% Q3 2026 Oct 08, 2026
WEALTH EFFECTS LLC History No change 3,942 327 0.09% 0.09% 854 0 0.0% Q2 2026 Aug 06, 2026
Peoples Bank/KS History No change 4,046 326 0.32% 0.33% 855 0 0.0% Q3 2026 Oct 09, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 3,913 325 0.02% 0.02% 856 0 0.0% Q2 2026 Jul 28, 2026
St. Johns Investment Management Company, LLC History No change 3,920 325 0.12% 0.12% 857 0 0.0% Q2 2026 Aug 03, 2026
Strait & Sound Wealth Management LLC History No change 3,921 325 0.11% 0.11% 858 0 0.0% Q2 2026 Aug 17, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 3,872 321 0.03% 0.03% 859 0 0.0% Q2 2026 Aug 05, 2026
Accel Wealth Management History No change 3,852 319 0.07% 0.07% 860 0 0.0% Q2 2026 Jul 10, 2026
Cypress Wealth Services, LLC History No change 3,838 318 0.04% 0.04% 861 0 0.0% Q2 2026 Jul 10, 2026
HT Partners LLC History No change 3,824 317 0.09% 0.09% 862 0 0.0% Q2 2026 Jul 16, 2026
Visionary Wealth Advisors History No change 3,826 317 0.01% 0.01% 863 0 0.0% Q2 2026 Aug 13, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 3,818 317 0.05% 0.05% 864 0 0.0% Q2 2026 Jul 27, 2026
YHB Investment Advisors, Inc. History Added to 3,891 313 0.02% 0.02% 865 +10 0.26% Q3 2026 Oct 08, 2026
Elm Partners Management LLC History No change 3,755 311 0.01% 0.01% 866 0 0.0% Q2 2026 Oct 07, 2026
Smith Salley Wealth Management History No change 3,743 310 0.01% 0.01% 867 0 0.0% Q2 2026 Jul 23, 2026
SIMON QUICK ADVISORS, LLC History No change 3,743 310 0.01% 0.01% 868 0 0.0% Q2 2026 Jul 28, 2026
JB Capital LLC History No change 3,720 309 0.01% 0.01% 869 0 0.0% Q2 2026 Jul 29, 2026
Tyche Wealth Partners LLC History No change 3,706 307 0.04% 0.04% 870 0 0.0% Q2 2026 Aug 06, 2026
Flaharty Asset Management, LLC History No change 3,599 305 0.44% 0.44% 871 0 0.0% Q2 2026 Jul 08, 2026
MBE Wealth Management, LLC History No change 3,682 305 0.11% 0.11% 872 0 0.0% Q2 2026 Jul 24, 2026
Castle Rock Wealth Management, LLC History Added to 3,723 304 0.06% 0.06% 873 +34 0.92% Q3 2026 Oct 09, 2026
Cornerstone National Bank & Trust Co History No change 3,657 304 0.1% 0.1% 874 0 0.0% Q2 2026 Jul 21, 2026
Premier Private Wealth Management LLC History No change 3,619 300 0.26% 0.26% 875 0 0.0% Q2 2026 Aug 13, 2026
Tannin Capital LLC History No change 3,600 299 0.2% 0.2% 876 0 0.0% Q2 2026 Aug 04, 2026
Plan Group Financial, LLC History No change 3,589 298 0.06% 0.06% 877 0 0.0% Q2 2026 Aug 03, 2026
Meridian Wealth Advisors, LLC History No change 3,580 297 0.03% 0.03% 878 0 0.0% Q2 2026 Aug 14, 2026
Costello Asset Management, INC History No change 3,570 296 0.09% 0.09% 879 0 0.0% Q2 2026 Jul 28, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 3,572 296 0.06% 0.06% 880 0 0.0% Q2 2026 Aug 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,530 293 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 13, 2026
Spartan Wealth Advisory Services LLC History No change 3,535 293 0.02% 0.02% 882 0 0.0% Q2 2026 Aug 05, 2026
Waldron Private Wealth LLC History No change 3,494 290 0.01% 0.01% 883 0 0.0% Q2 2026 Jul 20, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,501 290 0.01% 0.01% 884 0 0.0% Q2 2026 Jul 27, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 3,467 288 0.01% 0.01% 885 0 0.0% Q2 2026 Jul 20, 2026
TUCKER ASSET MANAGEMENT LLC History No change 3,476 288 0.07% 0.07% 886 0 0.0% Q2 2026 Aug 27, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 3,462 287 0.03% 0.03% 887 0 0.0% Q2 2026 Aug 03, 2026
Ipsen Advisor Group LLC History No change 3,457 287 0.18% 0.18% 888 0 0.0% Q2 2026 Jul 29, 2026
KKM Financial LLC History No change 3,464 287 0.04% 0.04% 889 0 0.0% Q2 2026 Aug 14, 2026
NI ACQUISITIONS COMPANY, LLC History No change 3,423 286 0.12% 0.12% 890 0 0.0% Q2 2026 Aug 05, 2026
Vontobel Holding Ltd. History No change 3,436 285 0.0% 0.0% 891 0 0.0% Q2 2026 Aug 03, 2026
WARNER FINANCIAL, INC History No change 3,413 283 0.08% 0.08% 892 0 0.0% Q2 2026 Jul 09, 2026
Confluence Wealth Services, Inc. History No change 3,396 282 0.01% 0.01% 893 0 0.0% Q2 2026 Jul 22, 2026
REGIONS FINANCIAL CORP History No change 3,378 280 0.0% 0.0% 894 0 0.0% Q2 2026 Aug 10, 2026
Joseph P. Lucia & Associates, LLC History No change 3,359 279 0.08% 0.08% 895 0 0.0% Q2 2026 Aug 07, 2026
Auour Investments LLC History No change 3,365 279 0.08% 0.08% 896 0 0.0% Q2 2026 Jul 21, 2026
HARVEY CAPITAL MANAGEMENT INC History No change 3,300 274 0.06% 0.06% 897 0 0.0% Q2 2026 Aug 21, 2026
Gallagher Fiduciary Advisors, LLC History No change 3,268 271 0.01% 0.01% 898 0 0.0% Q2 2026 Aug 14, 2026
Southeast Asset Advisors, LLC History No change 3,250 269 0.03% 0.03% 899 0 0.0% Q2 2026 Aug 14, 2026
Key Client Fiduciary Advisors, LLC History No change 3,241 269 0.08% 0.08% 900 0 0.0% Q2 2026 Jul 09, 2026
Geneos Wealth Management Inc. History No change 3,237 268 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 06, 2026
OBSIDIAN CIO, LLC History No change 3,229 268 0.2% 0.2% 902 0 0.0% Q2 2026 Aug 03, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 3,238 268 0.04% 0.04% 903 0 0.0% Q2 2026 Aug 14, 2026
Mainstream Capital Management LLC History No change 3,213 266 0.16% 0.16% 904 0 0.0% Q2 2026 Jul 15, 2026
Chatterton & Associates Inc. History No change 3,199 266 0.16% 0.16% 905 0 0.0% Q2 2026 Jul 14, 2026
Montecito Bank & Trust History Added to 3,265 263 0.04% 0.04% 906 +90 2.83% Q3 2026 Oct 01, 2026
DRW Securities, LLC History No change 3,176 263 0.01% 0.01% 907 0 0.0% Q2 2026 Aug 14, 2026
Farmers National Bank History No change 3,176 263 0.05% 0.05% 908 0 0.0% Q2 2026 Aug 11, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 3,169 263 0.12% 0.12% 909 0 0.0% Q2 2026 Jul 29, 2026
Strategic Blueprint, LLC History No change 3,170 263 0.01% 0.01% 910 0 0.0% Q2 2026 Jul 23, 2026
One Day In July LLC History No change 3,175 263 0.02% 0.02% 911 0 0.0% Q2 2026 Aug 03, 2026
Family Investment Center, Inc. History No change 3,167 263 0.04% 0.04% 912 0 0.0% Q2 2026 Jul 23, 2026
Argyle Capital Partners, LLC History No change 3,150 261 0.16% 0.16% 913 0 0.0% Q2 2026 Aug 07, 2026
SeaCrest Wealth Management, LLC History No change 3,126 259 0.03% 0.03% 914 0 0.0% Q2 2026 Jul 09, 2026
Aurora Private Wealth, Inc. History No change 3,116 259 0.16% 0.16% 915 0 0.0% Q2 2026 Jul 21, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 3,129 259 0.03% 0.03% 916 0 0.0% Q2 2026 Jul 22, 2026
NOVEM GROUP History No change 3,107 258 0.03% 0.03% 917 0 0.0% Q2 2026 Jul 21, 2026
Astra Wealth Partners LLC History No change 3,116 258 0.14% 0.14% 918 0 0.0% Q2 2026 Aug 11, 2026
Daybright Advisory Services, Inc. History No change 3,044 258 0.06% 0.06% 919 0 0.0% Q2 2026 Aug 04, 2026
Sava Infond d.o.o. History No change 3,095 257 0.02% 0.02% 920 0 0.0% Q2 2026 Jul 16, 2026
THOMPSON DAVIS & CO., INC. History No change 3,090 256 0.15% 0.15% 921 0 0.0% Q2 2026 Jul 29, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 3,091 256 0.01% 0.01% 922 0 0.0% Q2 2026 Aug 04, 2026
AlphaStar Capital Management, LLC History No change 3,087 256 0.02% 0.02% 923 0 0.0% Q2 2026 Jul 30, 2026
Lifeworks Advisors, LLC History No change 3,086 256 0.03% 0.03% 924 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 3,082 256 0.01% 0.01% 925 0 0.0% Q2 2026 Aug 11, 2026
Retirement Planning Co of New England, Inc. History No change 3,074 255 0.09% 0.09% 926 0 0.0% Q2 2026 Jul 30, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,074 255 0.0% 0.0% 927 0 0.0% Q2 2026 Sep 23, 2026
WASHINGTON TRUST Co History No change 3,064 254 0.01% 0.01% 928 0 0.0% Q2 2026 Aug 03, 2026
IMA Advisory Services, Inc. History No change 3,059 254 0.02% 0.02% 929 0 0.0% Q2 2026 Aug 10, 2026
Mesirow Financial Investment Management, Inc. History No change 3,058 254 0.0% 0.0% 930 0 0.0% Q2 2026 Jul 22, 2026
Independent Advisor Alliance History No change 3,062 254 0.01% 0.01% 931 0 0.0% Q2 2026 Aug 12, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 3,034 252 0.01% 0.01% 932 0 0.0% Q2 2026 Jul 31, 2026
Sound Income Strategies, LLC History Added to 2,989 249 0.01% 0.01% 934 +60 2.05% Q3 2026 Oct 09, 2026
PRIVATE MANAGEMENT GROUP INC History No change 3,000 249 0.01% 0.01% 933 0 0.0% Q2 2026 Jul 31, 2026
Brand Asset Management Group, Inc. History No change 3,000 249 0.06% 0.06% 935 0 0.0% Q2 2026 Aug 12, 2026
Tacita Capital Inc History No change 3,000 249 0.14% 0.14% 936 0 0.0% Q2 2026 Aug 10, 2026
Clear Retirement Advice LLC History No change 3,000 249 0.17% 0.17% 937 0 0.0% Q2 2026 Jul 15, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 2,986 248 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 14, 2026
Destiny Wealth Partners, LLC History No change 2,926 248 0.03% 0.03% 939 0 0.0% Q2 2026 Aug 07, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 2,991 248 0.1% 0.1% 940 0 0.0% Q2 2026 Jul 24, 2026
Tempo Wealth, LLC History No change 2,989 248 0.04% 0.04% 941 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 2,975 247 0.02% 0.02% 942 0 0.0% Q2 2026 Jul 28, 2026
Y.D. More Investments Ltd History No change 2,990 247 0.01% 0.01% 943 0 0.0% Q2 2026 Aug 05, 2026
Straight Path Wealth Management History No change 2,980 247 0.06% 0.06% 944 0 0.0% Q2 2026 Jul 27, 2026
Alpine Global Management, LLC History No change 2,963 246 0.04% 0.04% 945 0 0.0% Q2 2026 Aug 14, 2026
Layline Advisors, LLC History No change 2,954 245 0.22% 0.22% 946 0 0.0% Q2 2026 Aug 20, 2026
Hardy Reed LLC History No change 2,956 245 0.02% 0.02% 947 0 0.0% Q2 2026 Aug 03, 2026
Sharkey, Howes & Javer History No change 2,931 243 0.03% 0.03% 948 0 0.0% Q2 2026 Jul 09, 2026
Maltin Wealth Management, Inc. History No change 2,932 243 0.08% 0.08% 949 0 0.0% Q2 2026 Jul 22, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 2,905 241 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 10, 2026
Hexagon Capital Partners LLC History No change 2,874 238 0.03% 0.03% 951 0 0.0% Q2 2026 Aug 06, 2026
Saxony Capital Management, LLC History No change 2,865 237 0.11% 0.11% 952 0 0.0% Q2 2026 Jul 15, 2026
Capstone Financial Advisors, Inc. History No change 2,854 237 0.01% 0.01% 953 0 0.0% Q2 2026 Aug 14, 2026
Cherry Tree Wealth Management, LLC History No change 2,862 237 0.04% 0.04% 954 0 0.0% Q2 2026 Sep 15, 2026
BALANCED WEALTH GROUP LLC History No change 2,864 237 0.07% 0.07% 955 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 2,850 236 0.0% 0.0% 956 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 2,841 236 0.02% 0.02% 957 0 0.0% Q2 2026 Jul 28, 2026
LYELL WEALTH MANAGEMENT, LP History No change 2,852 236 0.01% 0.01% 958 0 0.0% Q2 2026 Aug 05, 2026
Fiscal Wisdom Wealth Management, LLC History No change 2,849 236 0.2% 0.2% 959 0 0.0% Q2 2026 Jul 21, 2026
ARROW FINANCIAL CORP History No change 2,836 235 0.02% 0.02% 960 0 0.0% Q2 2026 Jul 31, 2026
DEARBORN PARTNERS LLC History No change 2,839 232 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 2,845 229 0.01% — 963 +2,845 New Q3 2026 Oct 08, 2026
NorthCrest Asset Manangement, LLC History No change 2,761 229 0.01% 0.01% 962 0 0.0% Q2 2026 Jul 15, 2026
Joel Isaacson & Co., LLC History No change 2,752 228 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 04, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 2,735 227 0.02% 0.02% 965 0 0.0% Q2 2026 Jul 22, 2026
WealthBridge Capital Management, LLC History No change 2,720 225 0.04% 0.04% 966 0 0.0% Q2 2026 Jul 24, 2026
Synergy Asset Management, LLC History No change 2,697 224 0.02% 0.02% 967 0 0.0% Q2 2026 Jul 22, 2026
Bryn Mawr Trust Advisors, LLC History No change 2,707 224 0.01% 0.01% 968 0 0.0% Q2 2026 Aug 03, 2026
Dynamic Wealth Strategies, LLC History No change 2,698 224 0.12% 0.12% 969 0 0.0% Q2 2026 Jul 23, 2026
Raab & Moskowitz Asset Management LLC History No change 2,687 223 0.04% 0.04% 970 0 0.0% Q2 2026 Jul 28, 2026
Legacy Private Trust Co. History No change 2,761 222 0.01% 0.01% 971 0 0.0% Q3 2026 Oct 06, 2026
Total Wealth Planning & Management, Inc. History No change 2,678 222 0.15% 0.15% 972 0 0.0% Q2 2026 Jul 28, 2026
Capital CS Group, LLC History No change 2,666 221 0.17% 0.17% 973 0 0.0% Q2 2026 Aug 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,658 220 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 03, 2026
Commonwealth Financial Services, LLC History No change 2,624 218 0.03% 0.03% 975 0 0.0% Q2 2026 Jul 15, 2026
HORAN Wealth, LLC History No change 2,634 218 0.03% 0.03% 976 0 0.0% Q2 2026 Aug 26, 2026
BURKE & HERBERT BANK & TRUST CO History No change 2,610 216 0.05% 0.05% 977 0 0.0% Q2 2026 Aug 07, 2026
USA FINANCIAL FORMULAS History No change 2,595 215 0.04% 0.04% 978 0 0.0% Q2 2026 Aug 04, 2026
BIP Wealth, LLC History No change 2,591 215 0.01% 0.01% 979 0 0.0% Q2 2026 Aug 03, 2026
Kagan Cocozza Asset Management History No change 2,592 215 0.13% 0.13% 980 0 0.0% Q2 2026 Aug 06, 2026
Summit Wealth Partners, LLC History No change 2,586 214 0.03% 0.03% 981 0 0.0% Q2 2026 Aug 03, 2026
FIRST FOUNDATION ADVISORS History No change 2,566 213 0.01% 0.01% 982 0 0.0% Q2 2026 Aug 14, 2026
Frisch Financial Group, Inc. History No change 2,547 211 0.04% 0.04% 983 0 0.0% Q2 2026 Aug 14, 2026
LPWM LLC History No change 2,548 211 0.05% 0.05% 984 0 0.0% Q2 2026 Jul 24, 2026
Rede Wealth, LLC History No change 2,546 211 0.07% 0.07% 985 0 0.0% Q2 2026 Aug 03, 2026
WHITTIER TRUST CO History No change 2,450 206 0.0% 0.0% 986 0 0.0% Q2 2026 Jul 27, 2026
Goelzer Investment Management, Inc. History No change 2,480 206 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 14, 2026
SURIENCE PRIVATE WEALTH LLC History No change 2,487 206 0.18% 0.18% 988 0 0.0% Q2 2026 Jul 24, 2026
Bulwark Capital Corp History No change 2,471 205 0.12% 0.12% 989 0 0.0% Q2 2026 Jul 06, 2026
Orion Porfolio Solutions, LLC History No change 2,463 204 0.0% 0.0% 990 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 2,415 203 0.01% 0.01% 991 0 0.0% Q2 2026 Aug 07, 2026
Laraway Financial Advisors Inc History No change 2,445 203 0.12% 0.12% 992 0 0.0% Q2 2026 Aug 03, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,420 201 0.03% 0.03% 993 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 2,422 201 0.01% 0.01% 994 0 0.0% Q2 2026 Aug 05, 2026
Fingerlakes Wealth Management, Inc. History No change 2,420 201 0.11% 0.11% 995 0 0.0% Q2 2026 Jul 23, 2026
Friday Financial History No change 2,500 200 0.04% 0.06% 996 0 0.0% Q3 2026 Oct 09, 2026
Dunhill Financial, LLC History No change 2,370 196 0.04% 0.04% 997 0 0.0% Q2 2026 Aug 07, 2026
Community Bank, N.A. History No change 2,310 191 0.02% 0.02% 998 0 0.0% Q2 2026 Aug 13, 2026
NVWM, LLC History No change 2,270 188 0.04% 0.04% 999 0 0.0% Q2 2026 Jul 28, 2026
Cassaday & Co Wealth Management LLC History No change 2,192 182 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 2,100 174 0.02% 0.02% 1001 0 0.0% Q2 2026 Jul 22, 2026
Bullock Wealth Management Group History Reduced 2,084 167 0.07% 0.08% 1002 -19 -0.9% Q3 2026 Oct 09, 2026
Blue Trust, Inc. History No change 1,987 165 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 21, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,980 164 0.01% 0.01% 1004 0 0.0% Q2 2026 Aug 11, 2026
SHP Wealth Management History No change 1,972 163 0.01% 0.01% 1005 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 1,973 163 0.03% 0.03% 1006 0 0.0% Q2 2026 Aug 04, 2026
TD Capital Management LLC History No change 1,926 159 0.01% 0.01% 1007 0 0.0% Q2 2026 Aug 06, 2026
Triumph Capital Management History No change 1,901 157 0.03% 0.03% 1008 0 0.0% Q2 2026 Jul 20, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,854 154 0.01% 0.01% 1009 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Asset Management, LLC History No change 1,809 150 0.01% 0.01% 1010 0 0.0% Q2 2026 Aug 11, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,801 149 0.01% 0.01% 1011 0 0.0% Q2 2026 Jul 28, 2026
Ancora Advisors LLC History No change 1,790 148 0.0% 0.0% 1012 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 1,757 146 0.02% 0.02% 1013 0 0.0% Q2 2026 Jul 23, 2026
EPG Wealth Management LLC History No change 1,763 146 0.03% 0.03% 1014 0 0.0% Q2 2026 Jul 28, 2026
Financial Perspectives, Inc History No change 1,764 146 0.04% 0.04% 1015 0 0.0% Q2 2026 Jul 24, 2026
Caldwell Trust Co History No change 1,735 144 0.01% 0.01% 1016 0 0.0% Q2 2026 Aug 03, 2026
VESTOR CAPITAL, LLC History No change 1,560 143 0.01% 0.01% 1017 0 0.0% Q2 2026 Jul 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,713 142 0.0% 0.0% 1018 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 1,685 139 0.01% 0.01% 1019 0 0.0% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History No change 1,663 138 0.01% 0.01% 1020 0 0.0% Q2 2026 Aug 07, 2026
Independence Bank of Kentucky History No change 1,656 137 0.02% 0.02% 1021 0 0.0% Q2 2026 Jul 13, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 1,635 135 0.12% 0.12% 1022 0 0.0% Q2 2026 Aug 05, 2026
MONTAG A & ASSOCIATES INC History No change 1,603 133 0.01% 0.01% 1023 0 0.0% Q2 2026 Aug 05, 2026
Elevated Capital Advisors, LLC History No change 1,608 133 0.04% 0.04% 1024 0 0.0% Q2 2026 Aug 03, 2026
IAG Wealth Partners, LLC History No change 1,607 133 0.01% 0.01% 1025 0 0.0% Q2 2026 Aug 06, 2026
JTC Employer Solutions Trustee Ltd History No change 1,600 133 0.01% 0.01% 1026 0 0.0% Q2 2026 Jul 31, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,450 123 0.0% 0.0% 1027 0 0.0% Q2 2026 Jul 27, 2026
Russell Investments Group, Ltd. History No change 1,474 122 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 06, 2026
Frazier Financial Advisors, LLC History No change 1,470 122 0.06% 0.06% 1029 0 0.0% Q2 2026 Aug 10, 2026
Regatta Research & Money Management History No change 1,447 120 0.11% 0.11% 1030 0 0.0% Q2 2026 Aug 11, 2026
WealthCollab, LLC History No change 1,411 117 0.04% 0.04% 1031 0 0.0% Q2 2026 Aug 10, 2026
Manchester Capital Management LLC History No change 1,400 116 0.02% 0.02% 1032 0 0.0% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,383 114 0.04% 0.04% 1033 0 0.0% Q2 2026 Jul 08, 2026
Timbuktu Capital Management, LLC History No change 1,350 112 0.17% 0.17% 1034 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History No change 1,342 111 0.01% 0.01% 1035 0 0.0% Q2 2026 Jul 10, 2026
FIRST UNITED BANK & TRUST History No change 1,317 109 0.03% 0.03% 1036 0 0.0% Q2 2026 Jul 20, 2026
Abound Wealth Management History No change 1,300 107 0.02% 0.02% 1037 0 0.0% Q2 2026 Jul 10, 2026
Byrne Asset Management LLC History Reduced 1,329 106 0.06% 0.06% 1039 -5 -0.37% Q3 2026 Oct 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,283 106 0.04% 0.04% 1038 0 0.0% Q2 2026 Aug 05, 2026
Sachetta, LLC History No change 1,287 106 0.05% 0.05% 1040 0 0.0% Q2 2026 Jul 15, 2026
Corsicana & Co. History No change 1,275 105 0.05% 0.05% 1041 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 1,239 102 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 13, 2026
Solstein Capital, LLC History No change 1,231 102 0.03% 0.03% 1043 0 0.0% Q2 2026 Aug 12, 2026
Medallion Wealth Advisors, LLC History No change 1,224 101 0.03% 0.03% 1044 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 1,206 100 0.0% 0.0% 1045 0 0.0% Q2 2026 Aug 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,207 100 0.01% 0.01% 1046 0 0.0% Q2 2026 Jul 13, 2026
COUNTRY TRUST BANK History No change 1,197 99 0.0% 0.0% 1047 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Counsel, Inc History No change 1,200 99 0.01% 0.01% 1048 0 0.0% Q2 2026 Jul 27, 2026
EverSource Wealth Advisors, LLC History No change 1,171 97 0.0% 0.0% 1049 0 0.0% Q2 2026 Jul 24, 2026
Bollard Group LLC History No change 1,137 94 0.0% 0.0% 1050 0 0.0% Q2 2026 Aug 12, 2026
City State Bank History No change 1,125 93 0.02% 0.02% 1051 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Bancorp, Inc. History No change 1,069 88 0.02% 0.02% 1052 0 0.0% Q2 2026 Jul 28, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,029 85 0.01% 0.01% 1053 0 0.0% Q2 2026 Aug 12, 2026
Creative Capital Management Investments LLC History No change 1,014 84 0.02% 0.02% 1054 0 0.0% Q2 2026 Jul 24, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,007 81 0.0% 0.0% 1055 -100 -9.03% Q3 2026 Oct 05, 2026
Advanced Asset Management Advisors Inc History No change 963 80 0.02% 0.02% 1056 0 0.0% Q2 2026 Jul 16, 2026
HM PAYSON & CO History No change 961 79 0.0% 0.0% 1057 0 0.0% Q2 2026 Jul 17, 2026
MCF Advisors LLC History No change 953 79 0.0% 0.0% 1058 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 949 78 0.0% 0.0% 1059 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF VERMONT History No change 950 78 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 07, 2026
Finley Financial, LLC History No change 945 78 0.03% 0.03% 1061 0 0.0% Q2 2026 Jul 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 938 77 0.02% 0.02% 1062 0 0.0% Q2 2026 Jul 17, 2026
Avalon Trust Co History No change 936 77 0.0% 0.0% 1063 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 917 76 0.0% 0.0% 1064 0 0.0% Q2 2026 Aug 06, 2026
Asset Dedication, LLC History No change 907 75 0.0% 0.0% 1065 0 0.0% Q2 2026 Jul 30, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 900 74 0.02% 0.02% 1066 0 0.0% Q2 2026 Jul 17, 2026
Washington Trust Advisors, Inc. History No change 892 74 0.01% 0.01% 1067 0 0.0% Q2 2026 Jul 29, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 889 73 0.0% 0.0% 1068 0 0.0% Q2 2026 Aug 04, 2026
DHJJ Financial Advisors, Ltd. History No change 880 73 0.02% 0.02% 1069 0 0.0% Q2 2026 Jul 24, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 872 72 0.01% 0.01% 1070 0 0.0% Q2 2026 Jul 14, 2026
MACQUARIE GROUP LTD History No change 855 71 0.0% 0.0% 1071 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 840 69 0.04% 0.04% 1072 0 0.0% Q2 2026 Aug 17, 2026
HAZLETT, BURT & WATSON, INC. History No change 818 68 0.02% 0.02% 1073 0 0.0% Q2 2026 Jul 30, 2026
PlanVest Financial, Inc History No change 819 68 0.05% 0.05% 1074 0 0.0% Q2 2026 Aug 10, 2026
Barnes Dennig Private Wealth Management LLC History No change 814 67 0.05% 0.05% 1075 0 0.0% Q2 2026 Jul 15, 2026
Highland Investment Advisors LLC History No change 806 66 0.03% 0.03% 1076 0 0.0% Q2 2026 Aug 13, 2026
Paladin Advisory Group, LLC History No change 784 65 0.04% 0.04% 1077 0 0.0% Q2 2026 Jul 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 769 63 0.0% 0.0% 1078 0 0.0% Q2 2026 Jul 08, 2026
Bank of New Hampshire History Reduced 775 62 0.01% 0.02% 1080 -600 -43.64% Q3 2026 Oct 06, 2026
Oakworth Capital, Inc. History No change 755 62 0.0% 0.0% 1079 0 0.0% Q2 2026 Jul 22, 2026
Founders Financial Alliance, LLC History No change 730 60 0.01% 0.01% 1081 0 0.0% Q2 2026 Aug 04, 2026
Heritage Wealth Advisors History No change 695 57 0.0% 0.0% 1082 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 693 57 0.0% 0.0% 1083 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Edge Private Wealth Management, LLC History No change 690 57 0.01% 0.01% 1084 0 0.0% Q2 2026 Jul 23, 2026
Portfolio Resources Advisor Group, Inc. History No change 690 57 0.05% 0.05% 1085 0 0.0% Q2 2026 Jul 29, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 707 56 0.0% 0.0% 1086 +370 109.79% Q3 2026 Oct 09, 2026
WPG Advisers, LLC History No change 675 56 0.03% 0.03% 1087 0 0.0% Q2 2026 Aug 05, 2026
Crewe Advisors LLC History No change 658 54 0.0% 0.0% 1088 0 0.0% Q2 2026 Jul 23, 2026
Realta Investment Advisors History No change 651 54 0.02% 0.02% 1089 0 0.0% Q2 2026 Jul 20, 2026
Continuum Advisory, LLC History No change 660 54 0.0% 0.0% 1090 0 0.0% Q2 2026 Aug 06, 2026
BARRETT & COMPANY, INC. History No change 648 53 0.01% 0.01% 1091 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 649 53 0.04% 0.04% 1092 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 617 51 0.01% 0.01% 1093 0 0.0% Q2 2026 Aug 13, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 610 50 0.02% 0.02% 1094 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL CONSULATE, INC History No change 607 50 0.01% 0.01% 1095 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 596 49 0.01% 0.01% 1096 0 0.0% Q2 2026 Aug 03, 2026
Align Financial, LLC History No change 578 48 0.02% 0.02% 1097 0 0.0% Q2 2026 Jul 27, 2026
Tower View Wealth Management LLC History No change 571 47 0.02% 0.02% 1098 0 0.0% Q2 2026 Jul 24, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 555 46 0.0% 0.0% 1099 0 0.0% Q2 2026 Jul 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 545 45 0.01% 0.01% 1100 0 0.0% Q2 2026 Jul 29, 2026
Palouse Capital Management, Inc. History No change 548 45 0.03% 0.03% 1101 0 0.0% Q2 2026 Jul 08, 2026
Graney & King, LLC History No change 538 44 0.02% 0.02% 1102 0 0.0% Q2 2026 Aug 07, 2026
ALBION FINANCIAL GROUP /UT History No change 522 43 0.0% 0.0% 1103 0 0.0% Q2 2026 Jul 22, 2026
ADIRONDACK TRUST CO History No change 515 42 0.01% 0.01% 1104 0 0.0% Q2 2026 Jul 16, 2026
Armor Investment Advisors, LLC History No change 513 42 0.01% 0.01% 1105 0 0.0% Q2 2026 Aug 04, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 500 41 0.01% 0.01% 1106 0 0.0% Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 494 41 0.0% 0.0% 1107 0 0.0% Q2 2026 Sep 15, 2026
ESL Trust Services, LLC History No change 502 41 0.01% 0.01% 1108 0 0.0% Q2 2026 Aug 13, 2026
Millstone Evans Group, LLC History No change 499 41 0.02% 0.02% 1109 0 0.0% Q2 2026 Aug 11, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 505 41 0.01% 0.01% 1110 0 0.0% Q2 2026 Aug 13, 2026
PITTENGER & ANDERSON INC History No change 480 39 0.0% 0.0% 1111 0 0.0% Q2 2026 Jul 27, 2026
StrongBox Wealth, LLC History No change 457 38 0.01% 0.01% 1112 0 0.0% Q2 2026 Jul 23, 2026
Nemes Rush Group LLC History No change 466 38 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 468 38 0.01% 0.01% 1114 0 0.0% Q2 2026 Aug 11, 2026
HORIZON BANCORP INC /IN/ History No change 445 37 0.02% 0.02% 1115 0 0.0% Q2 2026 Aug 04, 2026
Davis Capital Management History No change 470 37 0.02% 0.02% 1116 0 0.0% Q3 2026 Oct 08, 2026
Smartleaf Asset Management LLC History No change 428 36 0.0% 0.0% 1117 0 0.0% Q2 2026 Aug 12, 2026
Aventus Investment Advisors, Inc. History No change 457 36 0.03% 0.03% 1118 0 0.0% Q3 2026 Oct 09, 2026
Founders Capital Management History No change 429 35 0.02% 0.02% 1119 0 0.0% Q2 2026 Jul 21, 2026
Mascoma Wealth Management LLC History No change 415 34 0.01% 0.01% 1120 0 0.0% Q2 2026 Jul 24, 2026
United Community Bank History No change 420 34 0.01% 0.01% 1121 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 398 33 0.01% 0.01% 1122 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 401 33 0.0% 0.0% 1123 0 0.0% Q2 2026 Jul 20, 2026
Piscataqua Savings Bank History No change 405 33 0.02% 0.02% 1124 0 0.0% Q2 2026 Jul 09, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 403 33 0.04% 0.04% 1125 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 398 32 0.0% 0.0% 1128 +109 37.72% Q3 2026 Oct 08, 2026
Financial Management Professionals, Inc. History No change 392 32 0.0% 0.0% 1126 0 0.0% Q2 2026 Jul 09, 2026
Key FInancial Inc History No change 392 32 0.01% 0.01% 1127 0 0.0% Q2 2026 Jul 24, 2026
MidFirst Bank History No change 396 32 0.0% 0.0% 1129 0 0.0% Q2 2026 Aug 07, 2026
Coston, McIsaac & Partners History No change 373 31 0.01% 0.01% 1130 0 0.0% Q2 2026 Aug 12, 2026
Indiana Trust & Investment Management Co History No change 362 30 0.01% 0.01% 1131 0 0.0% Q2 2026 Jul 22, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 351 29 0.01% 0.01% 1132 0 0.0% Q2 2026 Jul 27, 2026
Downshift Financial, LLC History No change 352 29 0.01% 0.01% 1133 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 338 28 0.0% 0.0% 1134 0 0.0% Q2 2026 Jul 20, 2026
Operose Advisors LLC History No change 348 28 0.01% 0.01% 1135 0 0.0% Q2 2026 Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 330 27 0.0% 0.0% 1136 0 0.0% Q2 2026 Aug 03, 2026
MATHER GROUP, LLC. History No change 328 27 0.0% 0.0% 1137 0 0.0% Q2 2026 Jul 27, 2026
Pacifica Partners Inc. History No change 345 27 0.01% 0.01% 1138 0 0.0% Q3 2026 Oct 08, 2026
Ankerstar Wealth, LLC History No change 325 27 0.02% 0.02% 1139 0 0.0% Q2 2026 Aug 13, 2026
Biltmore Family Office, LLC History No change 320 26 0.0% 0.0% 1140 0 0.0% Q2 2026 Aug 12, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 324 26 0.01% 0.01% 1141 0 0.0% Q2 2026 Aug 04, 2026
BLUELINE ADVISORS LLC History No change 325 26 0.02% 0.02% 1142 0 0.0% Q2 2026 Jul 27, 2026
NBH Bank History No change 325 26 0.01% 0.01% 1143 0 0.0% Q2 2026 Aug 14, 2026
CENTRICA WEALTH MANAGEMENT, LLC History No change 309 26 0.02% 0.02% 1144 0 0.0% Q2 2026 Aug 13, 2026
Rice Partnership, LLC History No change 302 25 0.0% 0.0% 1145 0 0.0% Q2 2026 Jul 29, 2026
Ascentis Wealth Management, LLC History No change 305 25 0.0% 0.0% 1146 0 0.0% Q2 2026 Jul 30, 2026
Merrithew & Thorsten Inc History No change 310 25 0.02% 0.02% 1147 0 0.0% Q2 2026 Jul 31, 2026
Global Trust Asset Management, LLC History No change 300 24 0.01% 0.01% 1148 0 0.0% Q2 2026 Aug 03, 2026
Concord Wealth Partners History No change 289 24 0.0% 0.0% 1149 0 0.0% Q2 2026 Jul 27, 2026
Strengthening Families & Communities, LLC History No change 292 24 0.01% 0.01% 1150 0 0.0% Q2 2026 Aug 11, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 300 24 0.01% 0.01% 1151 0 0.0% Q2 2026 Aug 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 278 23 0.01% 0.01% 1152 0 0.0% Q2 2026 Aug 03, 2026
BankChampaign, National Association History No change 288 23 0.02% 0.02% 1153 0 0.0% Q2 2026 Jul 23, 2026
Tradewinds Capital Management, LLC History No change 269 22 0.0% 0.0% 1154 0 0.0% Q2 2026 Jul 23, 2026
Capitol Family Office, Inc. History No change 269 22 0.02% 0.02% 1155 0 0.0% Q2 2026 Jul 31, 2026
Johnson Financial Group, Inc. History No change 258 21 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 10, 2026
Vermillion Wealth Management, Inc. History No change 262 21 0.0% 0.0% 1157 0 0.0% Q2 2026 Jul 15, 2026
Monetary Solutions, Ltd History No change 258 21 0.02% 0.02% 1158 0 0.0% Q2 2026 Jul 23, 2026
Community Financial Services Group, LLC History No change 250 20 0.0% 0.0% 1159 0 0.0% Q2 2026 Jul 09, 2026
Vanguard National Trust Co History No change 249 20 0.0% 0.0% 1160 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 240 19 0.0% 0.0% 1161 0 0.0% Q2 2026 Jul 14, 2026
N.E.W. Advisory Services LLC History No change 234 19 0.0% 0.0% 1162 0 0.0% Q2 2026 Aug 06, 2026
Eukles Asset Management History No change 218 18 0.01% 0.01% 1163 0 0.0% Q2 2026 Aug 05, 2026
Sage Mountain Advisors LLC History No change 223 18 0.0% 0.0% 1164 0 0.0% Q2 2026 Aug 05, 2026
Westfuller Advisors, LLC History No change 221 18 0.01% 0.01% 1165 0 0.0% Q2 2026 Jul 29, 2026
Bernard Wealth Management Corp. History No change 228 18 0.01% 0.01% 1166 0 0.0% Q2 2026 Aug 21, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 216 17 0.01% 0.01% 1167 0 0.0% Q2 2026 Jul 22, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 203 17 0.0% 0.0% 1168 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 210 17 0.0% 0.0% 1169 0 0.0% Q2 2026 Aug 11, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 196 16 0.0% 0.0% 1170 0 0.0% Q2 2026 Jul 21, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 200 16 0.01% 0.01% 1171 0 0.0% Q2 2026 Jul 21, 2026
Friedenthal Financial History No change 194 16 0.01% 0.01% 1172 0 0.0% Q2 2026 Jul 13, 2026
First Command Advisory Services, Inc. History No change 200 16 0.0% 0.0% 1173 0 0.0% Q2 2026 Aug 10, 2026
Register Financial Advisors LLC History No change 195 16 0.0% 0.0% 1174 0 0.0% Q2 2026 Jul 15, 2026
Advantage Trust Co History No change 200 16 0.01% 0.01% 1175 0 0.0% Q2 2026 Jul 17, 2026
Evelyn Partners Group Ltd History No change 200 16 0.0% 0.0% 1176 0 0.0% Q2 2026 Aug 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 192 15 0.0% 0.0% 1177 0 0.0% Q2 2026 Aug 12, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 191 15 0.0% 0.0% 1178 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 191 15 0.0% 0.0% 1179 0 0.0% Q2 2026 Jul 13, 2026
Napier Financial, LLC History No change 190 15 0.0% 0.0% 1180 0 0.0% Q2 2026 Jul 31, 2026
Colonial Trust Advisors History No change 180 14 0.0% 0.0% 1181 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History No change 175 14 0.0% 0.0% 1182 0 0.0% Q3 2026 Oct 01, 2026
POM Investment Strategies, LLC History No change 180 14 0.02% 0.02% 1183 0 0.0% Q2 2026 Jul 30, 2026
Signature Equity Partners, LLC History No change 173 14 0.01% 0.01% 1184 0 0.0% Q2 2026 Jul 30, 2026
Polaris Financial Partners History New 155 13 0.01% — 1188 +155 New Q3 2026 Oct 02, 2026
VISION FINANCIAL MARKETS LLC History No change 158 13 0.01% 0.01% 1185 0 0.0% Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History No change 159 13 0.0% 0.0% 1186 0 0.0% Q2 2026 Jul 23, 2026
Imprint Wealth LLC History No change 159 13 0.05% 0.05% 1187 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History Reduced 150 12 0.0% 0.0% 1189 -151 -50.17% Q3 2026 Oct 05, 2026
Brooklyn FI, LLC History No change 150 12 0.0% 0.0% 1190 0 0.0% Q2 2026 Aug 04, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 149 12 0.0% 0.0% 1191 0 0.0% Q2 2026 Aug 10, 2026
DEUTSCHE BANK AG\ History No change 135 11 0.0% 0.0% 1192 0 0.0% Q2 2026 Aug 07, 2026
First PREMIER Bank History No change 133 11 0.0% 0.0% 1193 0 0.0% Q2 2026 Jul 15, 2026
Game Plan Financial Advisors, LLC History No change 140 11 0.0% 0.0% 1194 0 0.0% Q2 2026 Aug 07, 2026
Wealth Enhancement Trust Services, Inc. History New 135 10 0.0% — 1196 +135 New Q3 2026 Oct 07, 2026
GK Wealth Management LLC History New 133 10 0.01% — 1197 +133 New Q3 2026 Oct 09, 2026
WEBSTER BANK, N. A. History No change 121 10 0.0% 0.0% 1195 0 0.0% Q2 2026 Jul 20, 2026
Park Place Capital Corp History No change 119 9 0.0% 0.0% 1198 0 0.0% Q2 2026 Aug 13, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 105 8 0.0% 0.0% 1199 0 0.0% Q2 2026 Jul 24, 2026
Smithfield Trust Co History No change 100 8 0.0% 0.0% 1200 0 0.0% Q2 2026 Aug 05, 2026
Avion Wealth History No change 100 8 0.0% 0.0% 1201 0 0.0% Q2 2026 Jul 31, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 100 8 0.02% 0.02% 1202 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 100 8 0.0% 0.0% 1203 0 0.0% Q2 2026 Aug 11, 2026
True Wealth Design, LLC History No change 100 8 0.0% 0.0% 1204 0 0.0% Q2 2026 Jul 16, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 100 8 0.01% 0.01% 1205 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 93 7 0.0% 0.0% 1206 0 0.0% Q2 2026 Sep 04, 2026
Signature Resources Capital Management, LLC History No change 86 7 0.0% 0.0% 1207 0 0.0% Q2 2026 Jul 13, 2026
New Republic Capital, LLC History No change 95 7 0.0% 0.0% 1208 0 0.0% Q2 2026 Jul 31, 2026
Arlington Trust Co LLC History No change 85 7 0.0% 0.0% 1209 0 0.0% Q2 2026 Jul 07, 2026
Synergy Investment Management, LLC History No change 93 7 0.0% 0.0% 1210 0 0.0% Q2 2026 Aug 14, 2026
1015 Capital Partners, LLC History No change 90 7 0.01% 0.01% 1211 0 0.0% Q2 2026 Jul 21, 2026
GILL CAPITAL PARTNERS, LLC History No change 78 6 0.0% 0.0% 1212 0 0.0% Q2 2026 Aug 20, 2026
Winch Advisory Services, LLC History No change 73 6 0.0% 0.0% 1213 0 0.0% Q2 2026 Aug 06, 2026
JDM Financial Group LLC History No change 84 6 0.0% 0.0% 1214 0 0.0% Q2 2026 Aug 17, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 85 6 0.0% 0.0% 1215 0 0.0% Q3 2026 Oct 07, 2026
Gold Investment Management Ltd. History No change 84 6 0.0% 0.0% 1216 0 0.0% Q2 2026 Aug 05, 2026
Hilton Head Capital Partners, LLC History No change 79 6 0.0% 0.0% 1217 0 0.0% Q2 2026 Jul 27, 2026
XP Advisory US, Inc. History No change 78 6 0.0% 0.0% 1218 0 0.0% Q2 2026 Jul 30, 2026
Stone House Investment Management, LLC History No change 69 5 0.0% 0.0% 1219 0 0.0% Q2 2026 Aug 05, 2026
Covestor Ltd History No change 58 5 0.0% 0.0% 1220 0 0.0% Q2 2026 Aug 07, 2026
Sankala Group LLC History No change 68 5 0.0% 0.0% 1221 0 0.0% Q2 2026 Aug 18, 2026
ARVEST INVESTMENTS, INC. History No change 51 4 0.0% 0.0% 1222 0 0.0% Q2 2026 Jul 17, 2026
Blume Capital Management, Inc. History No change 50 4 0.0% 0.0% 1223 0 0.0% Q2 2026 Jul 27, 2026
CARDIFF PARK ADVISORS, LLC History No change 55 4 0.0% 0.0% 1224 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 60 4 0.0% 0.0% 1225 0 0.0% Q2 2026 Aug 07, 2026
Vision Retirement, LLC History No change 54 4 0.0% 0.0% 1226 0 0.0% Q2 2026 Jul 21, 2026
Olistico Wealth, LLC History Added to 49 3 0.0% 0.0% 1232 +14 40.0% Q3 2026 Oct 05, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 41 3 0.0% 0.0% 1227 0 0.0% Q2 2026 Aug 18, 2026
Cranbrook Wealth Management, LLC History No change 43 3 0.0% 0.0% 1228 0 0.0% Q2 2026 Aug 06, 2026
Glassman Wealth Services History No change 41 3 0.0% 0.0% 1229 0 0.0% Q2 2026 Aug 05, 2026
CNB Bank History No change 37 3 0.0% 0.0% 1230 0 0.0% Q2 2026 Aug 06, 2026
Activest Wealth Management History No change 46 3 0.0% 0.0% 1231 0 0.0% Q2 2026 Jul 16, 2026
Rakuten Securities, Inc. History No change 40 3 0.0% 0.0% 1233 0 0.0% Q2 2026 Aug 11, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 33 2 0.0% 0.0% 1234 0 0.0% Q2 2026 Jul 27, 2026
Family Manage LLC History No change 29 2 0.0% 0.0% 1235 0 0.0% Q2 2026 Aug 14, 2026
Richardson Capital Management LLC History No change 26 2 0.0% 0.0% 1236 0 0.0% Q2 2026 Jul 17, 2026
Truvestments Capital LLC History No change 36 2 0.0% 0.0% 1237 0 0.0% Q2 2026 Aug 12, 2026
Bell Investment Advisors, Inc History No change 34 2 0.0% 0.0% 1238 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History No change 33 2 0.0% 0.0% 1239 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisor Network LLC History No change 31 2 0.0% 0.0% 1240 0 0.0% Q2 2026 Aug 13, 2026
Markowski Investments History No change 32 2 0.0% 0.0% 1241 0 0.0% Q2 2026 Aug 13, 2026
Aristotle Capital Management, LLC History No change 24 1 0.0% 0.0% 1242 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 20 1 0.0% 0.0% 1243 0 0.0% Q2 2026 Jul 23, 2026
FAS Wealth Partners, Inc. History No change 20 1 0.0% 0.0% 1244 0 0.0% Q2 2026 Jul 29, 2026
Bogart Wealth, LLC History No change 19 1 0.0% 0.0% 1245 0 0.0% Q2 2026 Jul 24, 2026
LifeSteps Financial, Inc. History No change 20 1 0.0% 0.0% 1246 0 0.0% Q2 2026 Jul 17, 2026
Kingdom Financial Group LLC. History No change 19 1 0.0% 0.0% 1247 0 0.0% Q2 2026 Aug 07, 2026
Copia Wealth Management History No change 16 1 0.0% 0.0% 1248 0 0.0% Q2 2026 Aug 17, 2026
Aventura Private Wealth, LLC History No change 13 1 0.0% 0.0% 1249 0 0.0% Q2 2026 Jul 15, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 22 1 0.0% 0.0% 1250 0 0.0% Q2 2026 Jul 24, 2026
KERR FINANCIAL PLANNING Corp History No change 24 1 0.0% 0.0% 1251 0 0.0% Q2 2026 Jul 02, 2026
DLK Investment Management, LLC History Closed out 0 0 — 0.21% — -6,531 -100.0% Q3 2026 Oct 08, 2026
Weaver Consulting Group History Closed out 0 0 — 0.04% — -2,433 -100.0% Q3 2026 Oct 07, 2026
Investors Research Corp History Closed out 0 0 — 0.0% — -38 -100.0% Q3 2026 Oct 07, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Beutel, Goodman & Co Ltd. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Financial Gravity Companies, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
KELLEHER FINANCIAL ADVISORS History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Centerpoint Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Banque Cantonale Vaudoise History No change 629 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Planning Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Mosley Wealth Management History No change 6 0 — — — 0 0.0% Q2 2026 Jul 23, 2026