SELECT SECTOR SPDR TRUST - XLV

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
BANK OF AMERICA CORP /DE/ History No change 32,283,419 5,122,087 0.33% 0.33% 1 0 0.0% Q2 2026 Aug 14, 2026
PeakShares LLC History No change 28,491 4,520,382 3.36% 3.36% 2 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 13,036,140 2,095,429 0.12% 0.12% 3 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 12,769,726 2,026,044 0.17% 0.17% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 11,713,248 1,858,424 0.1% 0.1% 5 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 8,406,297 1,333,743 0.12% 0.12% 6 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 7,028,028 1,115,067 0.18% 0.18% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 6,290,027 997,975 0.13% 0.13% 8 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 5,862,907 930,208 0.21% 0.21% 9 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 5,377,119 853,133 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,974,409 789,239 0.21% 0.21% 11 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,241,978 673,032 0.16% 0.16% 12 0 0.0% Q2 2026 Sep 23, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 3,634,449 576,631 2.8% 2.8% 13 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 3,222,016 511,206 0.08% 0.08% 14 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 3,090,127 490,279 0.06% 0.06% 15 0 0.0% Q2 2026 Sep 02, 2026
Focus Partners Wealth History No change 3,016,769 478,641 0.49% 0.49% 16 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 2,697,716 428,019 0.08% 0.08% 17 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 2,654,030 421,270 0.09% 0.09% 18 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 2,371,350 376,238 0.45% 0.45% 19 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 2,319,229 367,969 0.71% 0.71% 20 0 0.0% Q2 2026 Aug 05, 2026
Daiichi Life International Holdings LLC History No change 2,118 336,042 10.65% 10.65% 21 0 0.0% Q2 2026 Aug 12, 2026
WestEnd Advisors, LLC History No change 1,949,867 309,370 6.9% 6.9% 22 0 0.0% Q2 2026 Jul 22, 2026
CITIGROUP INC History No change 1,739,668 276,015 0.09% 0.09% 23 0 0.0% Q2 2026 Aug 03, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 1,693,225 268,647 0.38% 0.38% 24 0 0.0% Q2 2026 Aug 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 1,669,613 264,900 1.03% 1.03% 25 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,539,236 244,215 0.34% 0.34% 26 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,493,457 236,951 0.09% 0.09% 27 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,465,522 232,612 0.27% 0.27% 28 0 0.0% Q2 2026 Aug 14, 2026
Jordan Park Group LLC History No change 1,415,160 224,529 11.39% 11.39% 29 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 645,952 194,437 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 13, 2026
MEITAV INVESTMENT HOUSE LTD History No change 1,219,207 193,439 1.3% 1.3% 31 0 0.0% Q2 2026 Jul 20, 2026
PGIM Custom Harvest LLC History No change 1,148,086 182,155 2.28% 2.28% 32 0 0.0% Q2 2026 Aug 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,033,549 163,982 1.05% 1.05% 33 0 0.0% Q2 2026 Aug 10, 2026
Squarepoint Ops LLC History No change 1,011,244 160,443 0.18% 0.18% 34 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 1,004,740 159,410 1.09% 1.09% 35 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 999,240 158,539 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 910,460 144,453 0.57% 0.57% 37 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 819,649 130,045 0.12% 0.12% 38 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA History No change 801,560 127,177 0.19% 0.19% 39 0 0.0% Q2 2026 Aug 12, 2026
Main Management Fund Advisors LLC History No change 761,100 120,756 8.54% 8.54% 40 0 0.0% Q2 2026 Aug 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 750,640 119,096 0.5% 0.5% 41 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History No change 722,959 114,704 0.45% 0.45% 42 0 0.0% Q2 2026 Aug 10, 2026
PEAK6 LLC History No change 717,600 113,854 0.23% 0.23% 43 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 713,602 113,225 0.09% 0.09% 44 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 694,506 110,190 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 686,781 108,964 0.07% 0.07% 46 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 676,492 107,332 0.13% 0.13% 47 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 628,300 99,686 0.14% 0.14% 48 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 618,590 98,145 0.15% 0.15% 49 0 0.0% Q2 2026 Aug 13, 2026
Parallax Volatility Advisers, L.P. History No change 589,701 93,561 0.16% 0.16% 50 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 581,605 92,277 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
NWI MANAGEMENT LP History No change 565,000 89,643 4.15% 4.15% 52 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 562,031 89,171 0.06% 0.06% 53 0 0.0% Q2 2026 Aug 14, 2026
SRB CORP History No change 556,818 88,344 4.75% 4.75% 54 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 548,802 87,072 0.08% 0.08% 55 0 0.0% Q2 2026 Aug 05, 2026
RiverFront Investment Group, LLC History No change 526,676 83,562 1.1% 1.1% 56 0 0.0% Q2 2026 Jul 29, 2026
Point72 Asset Management, L.P. History No change 526,622 83,553 0.09% 0.09% 57 0 0.0% Q2 2026 Aug 14, 2026
Longaeva Partners L.P. History No change 487,500 77,346 1.69% 1.69% 58 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 485,006 76,951 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 13, 2026
GREENWOOD GEARHART LLC History No change 479,226 76,033 3.54% 3.54% 60 0 0.0% Q2 2026 Jul 24, 2026
Conservest Capital Advisors, Inc. History No change 468,151 74,276 5.91% 5.91% 61 0 0.0% Q2 2026 Jul 22, 2026
Qube Research & Technologies Ltd History No change 467,144 74,117 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 14, 2026
J.Safra Asset Management Corp History No change 454,218 72,066 3.32% 3.32% 63 0 0.0% Q2 2026 Aug 06, 2026
Walleye Trading LLC History No change 449,300 71,285 0.08% 0.08% 64 0 0.0% Q2 2026 Aug 03, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 445,151 70,582 0.44% 0.44% 65 0 0.0% Q2 2026 Aug 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 440,900 69,953 0.1% 0.1% 66 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 419,940 66,627 0.27% 0.27% 67 0 0.0% Q2 2026 Aug 13, 2026
Gerber Kawasaki Wealth & Investment Management History No change 417,803 66,288 1.77% 1.77% 68 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 407,509 64,684 0.51% 0.51% 69 0 0.0% Q2 2026 Jul 17, 2026
US BANCORP \DE\ History No change 405,297 64,304 0.07% 0.07% 70 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 386,532 61,327 0.08% 0.08% 71 0 0.0% Q2 2026 Aug 19, 2026
Advisory Alpha, LLC History No change 379,833 60,266 1.48% 1.48% 72 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 359,087 57,302 0.15% 0.15% 73 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 357,584 56,734 0.07% 0.07% 74 0 0.0% Q2 2026 Jul 29, 2026
KCM INVESTMENT ADVISORS LLC History No change 349,376 55,432 1.65% 1.65% 75 0 0.0% Q2 2026 Aug 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 340,013 53,946 1.17% 1.17% 76 0 0.0% Q2 2026 Jul 17, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 339,847 53,920 0.24% 0.24% 77 0 0.0% Q2 2026 Aug 13, 2026
Caption Management, LLC History No change 338,498 53,706 0.25% 0.25% 78 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 337,628 53,568 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisors, LLC History No change 335,320 53,201 0.7% 0.7% 80 0 0.0% Q2 2026 Aug 06, 2026
Volterra Technologies LP History No change 332,569 52,765 7.6% 7.6% 81 0 0.0% Q2 2026 Aug 14, 2026
Main Management LLC History No change 330,667 52,464 3.52% 3.52% 82 0 0.0% Q2 2026 Aug 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 318,000 50,454 0.23% 0.23% 83 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 309,500 49,105 0.06% 0.06% 84 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 295,654 46,909 0.11% 0.11% 85 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 277,455 44,465 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 275,344 43,686 2.88% 2.88% 87 0 0.0% Q2 2026 Jul 20, 2026
Cerity Partners LLC History No change 275,041 43,638 0.05% 0.05% 88 0 0.0% Q2 2026 Aug 14, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 269,341 42,733 1.75% 1.75% 89 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 263,560 41,816 0.06% 0.06% 90 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 263,499 41,806 0.16% 0.16% 91 0 0.0% Q2 2026 Aug 14, 2026
Quantitative Investment Management, LLC History No change 254,518 40,381 4.4% 4.4% 92 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 248,542 39,433 0.07% 0.07% 93 0 0.0% Q2 2026 Jul 30, 2026
CAPTRUST FINANCIAL ADVISORS History No change 248,509 39,428 0.06% 0.06% 94 0 0.0% Q2 2026 Aug 13, 2026
University of Illinois Foundation History No change 244,920 38,859 6.94% 6.94% 95 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History No change 243,713 38,667 1.14% 1.14% 96 0 0.0% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History No change 235,348 37,340 0.17% 0.17% 97 0 0.0% Q2 2026 Aug 13, 2026
Bluespring Wealth Management, LLC History No change 233,494 37,046 0.71% 0.71% 98 0 0.0% Q2 2026 Aug 11, 2026
Wharton Business Group, LLC History No change 232,139 36,831 1.23% 1.23% 99 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 229,299 36,380 0.44% 0.44% 100 0 0.0% Q2 2026 Aug 18, 2026
Private Advisor Group, LLC History No change 228,811 36,303 0.17% 0.17% 101 0 0.0% Q2 2026 Jul 27, 2026
SG Americas Securities, LLC History No change 227,796 36,142 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 07, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 177,500 35,968 9.6% 9.6% 103 0 0.0% Q2 2026 Aug 13, 2026
CREDIT AGRICOLE S A History No change 222,755 35,342 0.07% 0.07% 104 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 219,080 34,759 0.06% 0.06% 105 0 0.0% Q2 2026 Aug 05, 2026
Stonebridge Financial Group, LLC History Added to 201,197 33,885 2.5% 0.34% 106 +172,842 609.56% Q3 2026 Oct 01, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 213,270 33,837 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 211,065 33,487 0.07% 0.07% 108 0 0.0% Q2 2026 Aug 07, 2026
Ayalon Insurance Comp Ltd. History No change 204,009 32,368 3.97% 3.97% 109 0 0.0% Q2 2026 Jul 13, 2026
Itau Unibanco Holding S.A. History No change 202,434 32,118 0.61% 0.61% 110 0 0.0% Q2 2026 Aug 14, 2026
CSM Advisors, LLC History No change 202,041 32,056 0.68% 0.68% 111 0 0.0% Q2 2026 Aug 14, 2026
BW Gestao de Investimentos Ltda. History No change 201,000 31,890 0.63% 0.63% 112 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 200,648 31,834 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
MAKENA CAPITAL MANAGEMENT LLC History No change 197,201 31,287 3.29% 3.29% 114 0 0.0% Q2 2026 Aug 10, 2026
Nan Shan Life Insurance Co., Ltd. History No change 195,277 30,982 0.97% 0.97% 115 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 194,090 30,795 0.35% 0.35% 116 0 0.0% Q2 2026 Aug 14, 2026
Miller Investment Management, LP History No change 192,381 30,523 2.79% 2.79% 117 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 192,131 30,483 0.09% 0.09% 118 0 0.0% Q2 2026 Aug 12, 2026
Biltmore Wealth Management, LLC History No change 181,609 28,814 8.99% 8.99% 119 0 0.0% Q2 2026 Jul 21, 2026
SPINNAKER TRUST History No change 178,802 28,368 1.38% 1.38% 120 0 0.0% Q2 2026 Aug 03, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 177,800 28,209 3.72% 3.72% 121 0 0.0% Q2 2026 Aug 06, 2026
WESTWOOD HOLDINGS GROUP INC History No change 175,306 27,814 0.21% 0.21% 122 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 169,666 27,723 0.46% 0.46% 123 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 169,666 27,723 0.46% 0.46% 124 0 0.0% Q2 2026 Jul 29, 2026
MMBG INVESTMENT ADVISORS CO. History No change 173,104 27,464 2.17% 2.17% 125 0 0.0% Q2 2026 Aug 10, 2026
SP Asset Management LLC History No change 171,889 27,271 2.19% 2.19% 126 0 0.0% Q2 2026 Aug 04, 2026
Jefferies Financial Group Inc. History No change 171,863 27,267 0.18% 0.18% 127 0 0.0% Q2 2026 Aug 17, 2026
MEANS INVESTMENT CO., INC. History No change 170,810 27,100 2.05% 2.05% 128 0 0.0% Q2 2026 Aug 14, 2026
KWMG, LLC History No change 168,085 26,668 1.93% 1.93% 129 0 0.0% Q2 2026 Jul 08, 2026
Rothschild Capital Partners, LLC History No change 167,229 26,532 5.69% 5.69% 130 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisory Corp History No change 166,691 26,447 3.51% 3.51% 131 0 0.0% Q2 2026 Jul 09, 2026
Concurrent Investment Advisors, LLC History No change 164,960 26,172 0.22% 0.22% 132 0 0.0% Q2 2026 Jul 27, 2026
American Financial Advisors, LLC History No change 164,162 26,045 3.13% 3.13% 133 0 0.0% Q2 2026 Jul 14, 2026
Equitable Holdings, Inc. History No change 162,794 25,828 0.15% 0.15% 134 0 0.0% Q2 2026 Aug 17, 2026
NATIONAL BANK OF CANADA /FI/ History No change 161,620 25,627 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 10, 2026
Cavalier Investments, LLC History No change 157,957 25,061 1.04% 1.04% 136 0 0.0% Q2 2026 Aug 14, 2026
Tamar Securities, LLC History No change 155,324 24,643 2.3% 2.3% 137 0 0.0% Q2 2026 Aug 05, 2026
Graham Capital Management, L.P. History No change 155,000 24,592 0.45% 0.45% 138 0 0.0% Q2 2026 Aug 14, 2026
IMZ Advisory Inc History No change 152,784 24,240 7.68% 7.68% 139 0 0.0% Q2 2026 Jul 07, 2026
Rockport Wealth LLC History No change 152,748 24,234 4.07% 4.07% 140 0 0.0% Q2 2026 Jul 27, 2026
Fisher Asset Management, LLC History No change 152,137 24,138 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 04, 2026
Corient Private Wealth LP History No change 150,249 23,839 0.03% 0.03% 142 0 0.0% Q2 2026 Aug 27, 2026
EP Wealth Advisors, LLC History No change 148,494 23,560 0.09% 0.09% 143 0 0.0% Q2 2026 Aug 11, 2026
Swan Global Investments, LLC History No change 147,836 23,455 0.69% 0.69% 144 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 146,252 23,204 0.07% 0.07% 145 0 0.0% Q2 2026 Jul 28, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 145,176 23,161 4.87% 4.87% 146 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 145,102 23,021 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 144,201 22,878 0.48% 0.48% 148 0 0.0% Q2 2026 Jul 29, 2026
Bellwether Advisors, LLC History No change 142,132 22,550 3.34% 3.34% 149 0 0.0% Q2 2026 Aug 13, 2026
Graves Light Lenhart Wealth, Inc. History No change 141,334 22,423 2.09% 2.09% 150 0 0.0% Q2 2026 Jul 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 137,706 21,849 0.04% 0.04% 151 0 0.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History No change 135,225 21,454 0.45% 0.45% 152 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 130,994 21,069 0.04% 0.04% 153 0 0.0% Q2 2026 Jul 15, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 132,006 20,944 2.47% 2.47% 154 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 127,631 20,249 1.01% 1.01% 155 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 126,203 20,023 0.1% 0.1% 156 0 0.0% Q2 2026 Jul 13, 2026
IHT Wealth Management, LLC History No change 125,999 19,991 0.43% 0.43% 157 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 124,861 19,810 0.09% 0.09% 158 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 124,604 19,769 0.1% 0.1% 159 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 123,423 19,591 0.11% 0.11% 160 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 123,460 19,588 0.05% 0.05% 161 0 0.0% Q2 2026 Aug 14, 2026
Passaic Partners LLC History No change 120,076 19,051 1.4% 1.4% 162 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 119,974 19,035 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 116,525 18,487 0.65% 0.65% 164 0 0.0% Q2 2026 Aug 05, 2026
Peak Retirement Planning, Inc. History No change 116,103 18,420 2.92% 2.92% 165 0 0.0% Q2 2026 Aug 10, 2026
BTG Pactual Asset Management US LLC History No change 115,762 18,366 1.14% 1.14% 166 0 0.0% Q2 2026 Aug 14, 2026
Round Rock Advisors LLC History No change 114,998 18,245 2.35% 2.35% 167 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 114,880 18,227 0.07% 0.07% 168 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 113,200 17,960 0.05% 0.05% 169 0 0.0% Q2 2026 Aug 11, 2026
Dakota Wealth Management History No change 113,091 17,943 0.34% 0.34% 170 0 0.0% Q2 2026 Aug 07, 2026
Concentric Capital Strategies, LP History No change 113,079 17,941 1.0% 1.0% 171 0 0.0% Q2 2026 Aug 14, 2026
FIRST INTERSTATE BANK History No change 112,753 17,889 0.93% 0.93% 172 0 0.0% Q2 2026 Jul 24, 2026
Clarity Financial LLC History No change 110,053 17,461 1.48% 1.48% 173 0 0.0% Q2 2026 Jul 20, 2026
COUNTRY TRUST BANK History No change 108,168 17,161 0.3% 0.3% 174 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 107,935 17,124 0.18% 0.18% 175 0 0.0% Q2 2026 Aug 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 106,500 16,897 0.01% 0.01% 176 0 0.0% Q2 2026 Sep 09, 2026
STATE STREET CORP History No change 105,561 16,748 0.0% 0.0% 177 0 0.0% Q2 2026 Sep 22, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 105,190 16,689 8.25% 8.25% 178 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 104,608 16,597 0.11% 0.11% 179 0 0.0% Q2 2026 Sep 08, 2026
Analyst IMS Investment Management Services Ltd. History No change 104,131 16,521 0.38% 0.38% 180 0 0.0% Q2 2026 Jul 29, 2026
ALLEN WEALTH MANAGEMENT, LLC History No change 102,979 16,338 7.96% 7.96% 181 0 0.0% Q2 2026 Jul 24, 2026
J.W. COLE ADVISORS, INC. History No change 101,960 16,176 0.28% 0.28% 182 0 0.0% Q2 2026 Jul 21, 2026
Salomon & Ludwin, LLC History No change 99,600 15,932 1.31% 1.31% 183 0 0.0% Q2 2026 Aug 07, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 99,240 15,745 1.95% 1.95% 184 0 0.0% Q2 2026 Aug 05, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 98,551 15,636 0.84% 0.84% 185 0 0.0% Q2 2026 Jul 15, 2026
Perigon Wealth Management, LLC History No change 95,670 15,179 0.24% 0.24% 186 0 0.0% Q2 2026 Aug 07, 2026
CIBC WORLD MARKET INC. History No change 95,439 15,142 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Advisors, LLC History No change 94,801 15,041 3.85% 3.85% 188 0 0.0% Q2 2026 Aug 06, 2026
Valence8 US LP History No change 93,378 14,815 4.93% 4.93% 189 0 0.0% Q2 2026 Aug 06, 2026
Valmark Advisers, Inc. History No change 93,043 14,762 0.16% 0.16% 190 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 92,437 14,666 0.56% 0.56% 191 0 0.0% Q2 2026 Jul 22, 2026
BRAVE ASSET MANAGEMENT INC History No change 90,815 14,408 3.08% 3.08% 192 0 0.0% Q2 2026 Jul 08, 2026
Galvin, Gaustad & Stein, LLC History No change 90,677 14,386 1.06% 1.06% 193 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 90,436 14,348 0.05% 0.05% 194 0 0.0% Q2 2026 Jul 28, 2026
Balance Wealth Partners LLC History No change 89,514 14,202 3.78% 3.78% 195 0 0.0% Q2 2026 Jul 21, 2026
Allianz Asset Management GmbH History No change 89,460 14,193 0.01% 0.01% 196 0 0.0% Q2 2026 Sep 02, 2026
Robertson Stephens Wealth Management, LLC History No change 88,280 14,006 0.34% 0.34% 197 0 0.0% Q2 2026 Jul 29, 2026
LOWE BROCKENBROUGH & CO INC History No change 87,807 13,932 0.62% 0.62% 198 0 0.0% Q2 2026 Aug 03, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 87,500 13,882 0.03% 0.03% 199 0 0.0% Q2 2026 Aug 17, 2026
SIMON QUICK ADVISORS, LLC History No change 87,291 13,849 0.56% 0.56% 200 0 0.0% Q2 2026 Jul 28, 2026
Asset Advisors Investment Management, LLC History No change 86,271 13,687 1.26% 1.26% 201 0 0.0% Q2 2026 Jul 22, 2026
Evolution Wealth Advisors, LLC History No change 85,624 13,585 1.59% 1.59% 202 0 0.0% Q2 2026 Jul 29, 2026
OLD NATIONAL BANCORP /IN/ History No change 82,366 13,068 0.26% 0.26% 203 0 0.0% Q2 2026 Jul 15, 2026
Csenge Advisory Group History No change 82,255 13,050 0.53% 0.53% 204 0 0.0% Q2 2026 Aug 10, 2026
Stillwater Capital Advisors, LLC History No change 81,153 12,875 1.31% 1.31% 205 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 80,952 12,843 0.14% 0.14% 206 0 0.0% Q2 2026 Aug 03, 2026
Pathstone Holdings, LLC History No change 80,275 12,736 0.04% 0.04% 207 0 0.0% Q2 2026 Aug 13, 2026
Archon Partners LLC History No change 80,000 12,692 1.35% 1.35% 208 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 79,762 12,655 0.19% 0.19% 209 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History No change 79,761 12,654 0.23% 0.23% 210 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 79,669 12,640 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 07, 2026
Spire Wealth Management History No change 79,000 12,534 0.38% 0.38% 212 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 78,813 12,511 0.05% 0.05% 213 0 0.0% Q2 2026 Aug 14, 2026
WealthCare Asset Management, LLC History No change 76,906 12,201 5.07% 5.07% 214 0 0.0% Q2 2026 Jul 30, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 76,536 12,143 0.82% 0.82% 215 0 0.0% Q2 2026 Jul 20, 2026
Compass Wealth Management, LLC/GA History No change 76,350 12,113 4.83% 4.83% 216 0 0.0% Q2 2026 Jul 21, 2026
EAGLE WEALTH STRATEGIES LLC History No change 76,209 12,091 4.62% 4.62% 217 0 0.0% Q2 2026 Jul 09, 2026
Pachira Investments Inc. History No change 75,669 12,005 4.53% 4.53% 218 0 0.0% Q2 2026 Jul 17, 2026
Keystone Global Partners, LLC History No change 75,564 11,988 4.53% 4.53% 219 0 0.0% Q2 2026 Jul 16, 2026
Quantinno Capital Management LP History No change 75,300 11,947 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 75,277 11,943 0.45% 0.45% 221 0 0.0% Q2 2026 Aug 13, 2026
Vickerman Investment Advisors, Inc. History No change 74,387 11,802 2.29% 2.29% 222 0 0.0% Q2 2026 Aug 13, 2026
Hobart Private Capital, LLC History No change 74,022 11,744 2.01% 2.01% 223 0 0.0% Q2 2026 Jul 06, 2026
Carnegie Investment Counsel History No change 73,301 11,629 0.23% 0.23% 224 0 0.0% Q2 2026 Jul 30, 2026
CMH Wealth Management LLC History No change 72,630 11,523 1.76% 1.76% 225 0 0.0% Q2 2026 Jul 09, 2026
Parkside Investments, LLC History No change 72,224 11,458 1.27% 1.27% 226 0 0.0% Q2 2026 Jul 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 70,487 11,183 0.05% 0.05% 227 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 70,434 11,174 0.03% 0.03% 228 0 0.0% Q2 2026 Aug 13, 2026
Intrua Financial, LLC History No change 70,388 11,167 1.02% 1.02% 229 0 0.0% Q2 2026 Jul 24, 2026
Stonebridge Financial Group, LLC/CA History No change 69,664 11,053 1.53% 1.53% 230 0 0.0% Q2 2026 Aug 13, 2026
WESPAC Advisors SoCal, LLC History No change 69,416 11,013 1.97% 1.97% 231 0 0.0% Q2 2026 Jul 16, 2026
Brookstone Capital Management History No change 68,779 10,912 0.11% 0.11% 232 0 0.0% Q2 2026 Jul 15, 2026
AQR CAPITAL MANAGEMENT LLC History No change 68,459 10,861 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 14, 2026
Howard Capital Management Group, LLC History No change 68,150 10,812 0.66% 0.66% 234 0 0.0% Q2 2026 Jul 16, 2026
Measured Wealth Private Client Group, LLC History No change 68,105 10,805 2.61% 2.61% 235 0 0.0% Q2 2026 Aug 10, 2026
Symmetry Investments LP History No change 67,957 10,782 0.73% 0.73% 236 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 67,750 10,749 0.72% 0.72% 237 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 67,655 10,734 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 12, 2026
Lebenthal Global Advisors, LLC History No change 67,285 10,675 1.44% 1.44% 239 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 66,614 10,569 0.07% 0.07% 240 0 0.0% Q2 2026 Aug 10, 2026
MARTIN & CO INC /TN/ History No change 66,116 10,489 1.64% 1.64% 241 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Capital Management, LLC History No change 65,145 10,336 2.5% 2.5% 242 0 0.0% Q2 2026 Aug 13, 2026
Ameraudi Asset Management, Inc. History No change 64,612 10,251 4.64% 4.64% 243 0 0.0% Q2 2026 Aug 06, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 63,412 10,060 7.12% 7.12% 244 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 63,237 10,033 0.06% 0.06% 245 0 0.0% Q2 2026 Jul 20, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 63,088 10,009 1.94% 1.94% 246 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 62,038 9,842 0.96% 0.96% 247 0 0.0% Q2 2026 Jul 14, 2026
Prestige Wealth Management Group LLC History No change 61,524 9,761 1.77% 1.77% 248 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 61,149 9,701 0.18% 0.18% 249 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Counsel, LLC History No change 61,096 9,693 1.2% 1.2% 250 0 0.0% Q2 2026 Jul 15, 2026
FLOW TRADERS U.S. LLC History No change 61,084 9,692 0.4% 0.4% 251 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 60,500 9,598 0.1% 0.1% 252 0 0.0% Q2 2026 Jul 28, 2026
Cairn Investment Group, Inc. History No change 60,400 9,583 4.23% 4.23% 253 0 0.0% Q2 2026 Jul 28, 2026
Estate Counselors, LLC History No change 60,353 9,575 0.82% 0.82% 254 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 60,054 9,528 0.06% 0.06% 255 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 59,932 9,506 0.29% 0.29% 256 0 0.0% Q2 2026 Aug 05, 2026
High Note Wealth, LLC History No change 59,664 9,466 1.61% 1.61% 257 0 0.0% Q2 2026 Jul 23, 2026
Allred Capital Management, LLC History No change 59,394 9,426 3.1% 3.1% 258 0 0.0% Q2 2026 Aug 12, 2026
Constitution Capital LLC History No change 59,280 9,405 4.83% 4.83% 259 0 0.0% Q2 2026 Jul 09, 2026
Sage Capital Advisors,llc History No change 59,226 9,396 1.95% 1.95% 260 0 0.0% Q2 2026 Jul 09, 2026
Journey Advisory Group, LLC History No change 57,962 9,196 0.7% 0.7% 261 0 0.0% Q2 2026 Aug 04, 2026
Arta Finance Wealth Management LLC History No change 57,207 9,076 3.88% 3.88% 262 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 57,180 9,072 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 13, 2026
FIRST MERCHANTS CORP History No change 57,124 9,063 0.32% 0.32% 264 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 56,875 9,023 0.1% 0.1% 265 0 0.0% Q2 2026 Aug 12, 2026
Corecam Pte. Ltd. History No change 56,550 8,972 3.4% 3.4% 266 0 0.0% Q2 2026 Jul 14, 2026
CASTLEARK MANAGEMENT LLC History No change 56,130 8,905 0.24% 0.24% 267 0 0.0% Q2 2026 Aug 14, 2026
TCV Trust & Wealth Management, Inc. History No change 55,859 8,862 0.67% 0.67% 268 0 0.0% Q2 2026 Jul 24, 2026
LYELL WEALTH MANAGEMENT, LP History No change 55,725 8,841 0.54% 0.54% 269 0 0.0% Q2 2026 Aug 05, 2026
FORBES J M & CO LLP History No change 54,169 8,594 0.68% 0.68% 270 0 0.0% Q2 2026 Jul 20, 2026
Independence Wealth Advisors, LLC History No change 53,394 8,470 4.25% 4.25% 271 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 53,039 8,415 0.04% 0.04% 272 0 0.0% Q2 2026 Aug 12, 2026
Coastal Bridge Advisors, LLC History No change 52,966 8,403 0.52% 0.52% 273 0 0.0% Q2 2026 Aug 17, 2026
Madison Asset Management, LLC History No change 52,330 8,302 0.1% 0.1% 274 0 0.0% Q2 2026 Aug 10, 2026
Cullen Capital Management, LLC History No change 51,416 8,157 0.08% 0.08% 275 0 0.0% Q2 2026 Aug 13, 2026
Premier Path Wealth Partners, LLC History No change 51,369 8,150 0.94% 0.94% 276 0 0.0% Q2 2026 Jul 21, 2026
BANK HAPOALIM BM History No change 50,796 8,059 0.54% 0.54% 277 0 0.0% Q2 2026 Aug 05, 2026
FORONJY FINANCIAL LLC History No change 50,354 7,989 2.94% 2.94% 278 0 0.0% Q2 2026 Jul 23, 2026
Orange Investment Advisors, Inc. History No change 50,164 7,959 0.97% 0.97% 279 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 50,081 7,946 0.31% 0.31% 280 0 0.0% Q2 2026 Aug 17, 2026
CreativeOne Wealth, LLC History No change 50,079 7,945 0.17% 0.17% 281 0 0.0% Q2 2026 Aug 13, 2026
SILVERBACK ASSET MANAGEMENT LLC History No change 50,000 7,933 0.86% 0.86% 282 0 0.0% Q2 2026 Aug 13, 2026
McKinley Carter Wealth Services, Inc. History No change 49,914 7,919 0.41% 0.41% 283 0 0.0% Q2 2026 Jul 28, 2026
CHEMUNG CANAL TRUST CO History No change 49,795 7,900 1.46% 1.46% 284 0 0.0% Q2 2026 Jul 15, 2026
Essex LLC History No change 49,769 7,896 1.2% 1.2% 285 0 0.0% Q2 2026 Jul 24, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 49,506 7,854 0.4% 0.4% 286 0 0.0% Q2 2026 Jul 31, 2026
Stratos Wealth Partners, LTD. History No change 49,466 7,848 0.08% 0.08% 287 0 0.0% Q2 2026 Aug 11, 2026
Talon Private Wealth, LLC History No change 49,094 7,789 0.91% 0.91% 288 0 0.0% Q2 2026 Sep 11, 2026
J. Goldman & Co LP History No change 48,650 7,718 0.2% 0.2% 289 0 0.0% Q2 2026 Aug 14, 2026
BigSur Wealth Management LLC History No change 48,203 7,647 1.84% 1.84% 290 0 0.0% Q2 2026 Jul 14, 2026
Western Wealth Management, LLC History No change 47,904 7,600 0.25% 0.25% 291 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 47,495 7,535 0.08% 0.08% 292 0 0.0% Q2 2026 Aug 13, 2026
Keebeck Wealth Management History No change 47,412 7,522 0.73% 0.73% 293 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 47,406 7,521 0.1% 0.1% 294 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 47,304 7,505 0.03% 0.03% 295 0 0.0% Q2 2026 Aug 18, 2026
LARCH CAPITAL PARTNERS LLC History No change 46,903 7,441 1.06% 1.06% 296 0 0.0% Q2 2026 Aug 17, 2026
3EDGE Asset Management, LP History No change 46,628 7,397 0.33% 0.33% 297 0 0.0% Q2 2026 Jul 27, 2026
Banco Santander, S.A. History No change 46,177 7,326 0.05% 0.05% 298 0 0.0% Q2 2026 Jul 29, 2026
Gladstone Institutional Advisory LLC History No change 45,869 7,277 0.23% 0.23% 299 0 0.0% Q2 2026 Jul 27, 2026
One Wealth Map LLC History No change 43,386 7,212 3.28% 3.28% 300 0 0.0% Q2 2026 Jul 30, 2026
PATTEN & PATTEN INC/TN History No change 45,450 7,211 0.38% 0.38% 301 0 0.0% Q2 2026 Aug 05, 2026
Annex Advisory Services, LLC History No change 44,670 7,087 0.12% 0.12% 302 0 0.0% Q2 2026 Jul 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 44,496 7,059 0.13% 0.13% 303 0 0.0% Q2 2026 Jul 15, 2026
Sigma Planning Corp History No change 44,434 7,049 0.18% 0.18% 304 0 0.0% Q2 2026 Aug 07, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 44,115 6,999 0.15% 0.15% 305 0 0.0% Q2 2026 Aug 11, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 43,761 6,943 0.09% 0.09% 306 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Partners, Inc. History No change 43,721 6,936 0.05% 0.05% 307 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 43,406 6,886 0.39% 0.39% 308 0 0.0% Q2 2026 Jul 15, 2026
Summit Financial, LLC History No change 43,394 6,884 0.08% 0.08% 309 0 0.0% Q2 2026 Aug 12, 2026
Procyon Advisors, LLC History No change 42,746 6,782 0.29% 0.29% 310 0 0.0% Q2 2026 Jul 09, 2026
Evercore Wealth Management, LLC History No change 42,267 6,706 0.09% 0.09% 311 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 42,165 6,689 0.11% 0.11% 312 0 0.0% Q2 2026 Aug 14, 2026
PETERSON WEALTH MANAGEMENT History No change 42,142 6,686 3.12% 3.12% 313 0 0.0% Q2 2026 Jul 30, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 42,120 6,682 0.25% 0.25% 314 0 0.0% Q2 2026 Aug 13, 2026
Stockman Wealth Management, Inc. History No change 41,697 6,615 0.68% 0.68% 315 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 41,392 6,567 0.54% 0.54% 316 0 0.0% Q2 2026 Aug 13, 2026
Granite Harbor Advisors, Inc. History No change 41,321 6,555 2.59% 2.59% 317 0 0.0% Q2 2026 Jul 31, 2026
TRITONPOINT WEALTH, LLC History No change 41,245 6,543 0.64% 0.64% 318 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 41,086 6,518 0.06% 0.06% 319 0 0.0% Q2 2026 Jul 27, 2026
Econ Financial Services Corp History No change 41,080 6,517 3.05% 3.05% 320 0 0.0% Q2 2026 Jul 23, 2026
Warren Street Wealth Advisors, LLC History No change 41,050 6,512 1.45% 1.45% 321 0 0.0% Q2 2026 Jul 22, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 40,994 6,504 0.36% 0.36% 322 0 0.0% Q2 2026 Jul 27, 2026
Busey Bank History No change 40,954 6,497 0.16% 0.16% 323 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Group, LLC History No change 40,928 6,493 0.38% 0.38% 324 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 40,414 6,412 0.07% 0.07% 325 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 40,364 6,404 0.03% 0.03% 326 0 0.0% Q2 2026 Aug 14, 2026
5th Street Advisors, LLC History No change 40,203 6,378 2.43% 2.43% 327 0 0.0% Q2 2026 Aug 05, 2026
Bonfire Financial History No change 40,088 6,360 4.09% 4.09% 328 0 0.0% Q2 2026 Aug 07, 2026
SCP Investment, LP History No change 40,000 6,346 5.85% 5.85% 329 0 0.0% Q2 2026 Aug 07, 2026
Integrated Advisors Network LLC History No change 39,922 6,333 0.29% 0.29% 330 0 0.0% Q2 2026 Aug 11, 2026
Maven Securities LTD History No change 39,753 6,310 0.12% 0.12% 331 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 39,260 6,229 0.82% 0.82% 332 0 0.0% Q2 2026 Jul 27, 2026
Cannon Advisors, Inc. History No change 39,356 6,229 3.79% 3.79% 333 0 0.0% Q2 2026 Jul 15, 2026
Delos Wealth Advisors, LLC History No change 38,756 6,149 3.15% 3.15% 334 0 0.0% Q2 2026 Aug 14, 2026
ES4, LLC History No change 38,218 6,063 3.18% 3.18% 335 0 0.0% Q2 2026 Jul 29, 2026
BROWN BROTHERS HARRIMAN & CO History No change 37,854 6,005 0.03% 0.03% 336 0 0.0% Q2 2026 Aug 12, 2026
Cooksen Wealth, LLC History No change 37,791 5,995 3.78% 3.78% 337 0 0.0% Q2 2026 Jul 30, 2026
Larson Financial Group LLC History No change 37,542 5,956 0.16% 0.16% 338 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 37,500 5,949 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 14, 2026
NVWM, LLC History No change 37,469 5,944 1.2% 1.2% 340 0 0.0% Q2 2026 Jul 28, 2026
Fiduciary Group, LLC History No change 37,333 5,923 0.46% 0.46% 341 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 37,289 5,916 0.04% 0.04% 342 0 0.0% Q2 2026 Jul 20, 2026
Vise Technologies, Inc. History No change 37,150 5,894 0.07% 0.07% 343 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 36,908 5,857 0.09% 0.09% 344 0 0.0% Q2 2026 Jul 15, 2026
Black Swift Group, LLC History No change 36,802 5,839 0.84% 0.84% 345 0 0.0% Q2 2026 Aug 13, 2026
Sharper & Granite LLC History No change 36,275 5,755 1.78% 1.78% 346 0 0.0% Q2 2026 Jul 16, 2026
PINNACLE ASSOCIATES LTD History No change 36,241 5,749 0.06% 0.06% 347 0 0.0% Q2 2026 Aug 03, 2026
Apollon Financial, LLC History No change 36,185 5,741 0.68% 0.68% 348 0 0.0% Q2 2026 Jul 22, 2026
Fortis Group Advisors, LLC History No change 36,110 5,729 0.92% 0.92% 349 0 0.0% Q2 2026 Jul 24, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 36,041 5,718 0.12% 0.12% 350 0 0.0% Q2 2026 Jul 17, 2026
Union Bancaire Privee, UBP SA History No change 35,568 5,717 0.06% 0.06% 351 0 0.0% Q2 2026 Jul 16, 2026
Pacific Wealth Management History New 33,577 5,655 2.49% — 352 +33,577 New Q3 2026 Oct 05, 2026
COURIER CAPITAL LLC History No change 35,505 5,633 0.28% 0.28% 353 0 0.0% Q2 2026 Jul 16, 2026
Financial Freedom, LLC History No change 35,507 5,633 2.59% 2.59% 354 0 0.0% Q2 2026 Aug 05, 2026
Spahn Wealth & Retirement LLC History No change 35,452 5,624 3.62% 3.62% 355 0 0.0% Q2 2026 Aug 13, 2026
10Elms LLP History No change 35,447 5,624 2.38% 2.38% 356 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 35,066 5,563 0.19% 0.19% 357 0 0.0% Q2 2026 Aug 06, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 34,992 5,552 0.11% 0.11% 358 0 0.0% Q2 2026 Aug 11, 2026
Venturi Wealth Management, LLC History No change 34,682 5,502 0.21% 0.21% 359 0 0.0% Q2 2026 Jul 20, 2026
TCP Asset Management, LLC History No change 34,604 5,490 0.62% 0.62% 360 0 0.0% Q2 2026 Jul 15, 2026
Wealthfront Advisers LLC History No change 34,392 5,456 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 34,223 5,429 0.05% 0.05% 362 0 0.0% Q2 2026 Aug 05, 2026
Simmons Bank History No change 34,182 5,423 0.31% 0.31% 363 0 0.0% Q2 2026 Jul 31, 2026
Magnus Financial Group LLC History No change 34,168 5,421 0.38% 0.38% 364 0 0.0% Q2 2026 Jul 09, 2026
Obermeyer Wealth Partners History No change 33,946 5,385 0.22% 0.22% 365 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 33,804 5,363 0.1% 0.1% 366 0 0.0% Q2 2026 Aug 12, 2026
Occidental Asset Management, LLC History No change 33,676 5,343 0.53% 0.53% 367 0 0.0% Q2 2026 Aug 07, 2026
HERBST GROUP, LLC History No change 33,587 5,328 2.9% 2.9% 368 0 0.0% Q2 2026 Jul 09, 2026
SURIENCE PRIVATE WEALTH LLC History No change 33,514 5,317 4.68% 4.68% 369 0 0.0% Q2 2026 Jul 24, 2026
CERTUITY, LLC History No change 33,453 5,307 0.26% 0.26% 370 0 0.0% Q2 2026 Jul 28, 2026
Bank of New York Mellon Corp History No change 33,424 5,303 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 06, 2026
BENJAMIN EDWARDS INC History No change 33,415 5,302 0.05% 0.05% 372 0 0.0% Q2 2026 Jul 24, 2026
Fourth Dimension Wealth, LLC History No change 32,911 5,221 1.65% 1.65% 373 0 0.0% Q2 2026 Jul 31, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 32,889 5,218 2.42% 2.42% 374 0 0.0% Q2 2026 Jul 10, 2026
HB Wealth Management, LLC History No change 32,869 5,215 0.03% 0.03% 375 0 0.0% Q2 2026 Jul 29, 2026
Algorithmic Investment Models, LLC History No change 32,840 5,210 6.03% 6.03% 376 0 0.0% Q2 2026 Aug 07, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 32,790 5,202 1.77% 1.77% 377 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 32,730 5,192 0.08% 0.08% 378 0 0.0% Q2 2026 Jul 28, 2026
World Investment Advisors History No change 34,703 5,186 0.09% 0.09% 379 0 0.0% Q2 2026 Aug 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 32,269 5,119 0.52% 0.52% 380 0 0.0% Q2 2026 Jul 28, 2026
Bleakley Financial Group, LLC History No change 32,169 5,103 0.07% 0.07% 381 0 0.0% Q2 2026 Aug 05, 2026
Frisch Financial Group, Inc. History No change 32,117 5,095 0.87% 0.87% 382 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 31,929 5,065 0.06% 0.06% 383 0 0.0% Q2 2026 Aug 04, 2026
Ausdal Financial Partners, Inc. History No change 31,768 5,040 0.2% 0.2% 384 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 31,722 5,033 0.14% 0.14% 385 0 0.0% Q2 2026 Aug 10, 2026
Sound View Wealth Advisors Group, LLC History No change 31,479 4,994 0.31% 0.31% 386 0 0.0% Q2 2026 Aug 11, 2026
STEPHENS INC /AR/ History No change 31,358 4,975 0.06% 0.06% 387 0 0.0% Q2 2026 Jul 29, 2026
XTX Topco Ltd History No change 30,774 4,882 0.06% 0.06% 388 0 0.0% Q2 2026 Aug 14, 2026
Crew Capital Management, Ltd History No change 30,619 4,858 2.65% 2.65% 389 0 0.0% Q2 2026 Aug 03, 2026
THEORY FINANCIAL LLC History No change 30,610 4,856 1.53% 1.53% 390 0 0.0% Q2 2026 Jul 31, 2026
MONTAG A & ASSOCIATES INC History No change 30,534 4,844 0.2% 0.2% 391 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 30,502 4,839 0.03% 0.03% 392 0 0.0% Q2 2026 Aug 11, 2026
Pallas Capital Advisors LLC History No change 30,235 4,797 0.15% 0.15% 393 0 0.0% Q2 2026 Aug 07, 2026
Sowell Financial Services LLC History No change 30,090 4,774 0.16% 0.16% 394 0 0.0% Q2 2026 Jul 17, 2026
Cresset Asset Management, LLC History No change 30,040 4,766 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 29,885 4,741 0.05% 0.05% 396 0 0.0% Q2 2026 Jul 28, 2026
M&T BANK CORP History No change 29,861 4,737 0.01% 0.01% 397 0 0.0% Q2 2026 Aug 04, 2026
FIRST TRUST ADVISORS LP History No change 29,506 4,681 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 11, 2026
RFG Advisory, LLC History No change 29,484 4,677 0.07% 0.07% 399 0 0.0% Q2 2026 Jul 15, 2026
Brevan Howard Capital Management LP History No change 29,452 4,672 0.03% 0.03% 400 0 0.0% Q2 2026 Aug 14, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 29,068 4,611 0.23% 0.23% 401 0 0.0% Q2 2026 Sep 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 28,946 4,592 0.17% 0.17% 402 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 28,630 4,542 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 13, 2026
Silphium Asset Management Ltd History No change 28,595 4,536 1.53% 1.53% 404 0 0.0% Q2 2026 Jul 30, 2026
Advisory Resource Group History No change 28,588 4,535 0.68% 0.68% 405 0 0.0% Q2 2026 Jul 14, 2026
Everstar Asset Management, LLC History No change 28,336 4,495 2.17% 2.17% 406 0 0.0% Q2 2026 Aug 03, 2026
Cercano Management LLC History No change 28,280 4,486 0.6% 0.6% 407 0 0.0% Q2 2026 Aug 13, 2026
Silver Coast Investments LLC History No change 27,842 4,417 1.32% 1.32% 408 0 0.0% Q2 2026 Jul 24, 2026
CacheTech Inc. History No change 27,816 4,413 0.71% 0.71% 409 0 0.0% Q2 2026 Aug 11, 2026
INNEALTA CAPITAL, LLC History No change 27,675 4,390 2.34% 2.34% 410 0 0.0% Q2 2026 Aug 04, 2026
SteelPeak Wealth, LLC History No change 27,492 4,361 0.11% 0.11% 411 0 0.0% Q2 2026 Jul 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 25,878 4,358 1.02% 0.96% 412 +837 3.34% Q3 2026 Oct 06, 2026
Bay Rivers Group History No change 27,434 4,352 1.49% 1.49% 413 0 0.0% Q2 2026 Jul 09, 2026
Nelson Capital Management, LLC History No change 27,406 4,348 0.48% 0.48% 414 0 0.0% Q2 2026 Jul 24, 2026
MBA Advisors LLC History No change 27,326 4,335 1.46% 1.46% 415 0 0.0% Q2 2026 Jul 28, 2026
First Financial Bank - Trust Division History Reduced 25,619 4,314 0.31% 0.3% 416 -796 -3.01% Q3 2026 Oct 01, 2026
BENEDICT FINANCIAL ADVISORS INC History No change 27,148 4,307 0.84% 0.84% 417 0 0.0% Q2 2026 Jul 16, 2026
Choate Investment Advisors History No change 26,958 4,277 0.08% 0.08% 418 0 0.0% Q2 2026 Aug 11, 2026
Trilogy Capital Inc. History No change 26,645 4,227 0.16% 0.16% 419 0 0.0% Q2 2026 Jul 02, 2026
Dorsey & Whitney Trust CO LLC History No change 26,619 4,223 0.21% 0.21% 420 0 0.0% Q2 2026 Aug 14, 2026
Riverpoint Wealth Management Holdings, LLC History No change 26,612 4,222 0.78% 0.78% 421 0 0.0% Q2 2026 Jul 27, 2026
FPC INVESTMENT ADVISORY, INC. History No change 26,010 4,189 1.98% 1.98% 422 0 0.0% Q2 2026 Aug 13, 2026
Adams Wealth Management History No change 26,357 4,181 0.8% 0.8% 423 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 26,330 4,177 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 03, 2026
Mutual Advisors, LLC History No change 26,286 4,170 0.08% 0.08% 425 0 0.0% Q2 2026 Aug 14, 2026
Biondo Investment Advisors, LLC History No change 26,217 4,159 0.51% 0.51% 426 0 0.0% Q2 2026 Aug 13, 2026
Sepio Capital, LP History No change 26,202 4,157 0.21% 0.21% 427 0 0.0% Q2 2026 Jul 28, 2026
Empowered Funds, LLC History No change 26,139 4,147 0.02% 0.02% 428 0 0.0% Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 26,113 4,143 0.02% 0.02% 429 0 0.0% Q2 2026 Aug 14, 2026
Darwin Wealth Management, LLC History No change 26,069 4,136 1.13% 1.13% 430 0 0.0% Q2 2026 Jul 21, 2026
MSH Capital Advisors LLC History No change 25,780 4,090 0.71% 0.71% 431 0 0.0% Q2 2026 Aug 10, 2026
Hilltop Holdings Inc. History No change 25,735 4,083 0.32% 0.32% 432 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 25,563 4,055 0.18% 0.18% 433 0 0.0% Q2 2026 Aug 14, 2026
Jacobi Capital Management LLC History No change 25,256 4,007 0.2% 0.2% 434 0 0.0% Q2 2026 Jul 31, 2026
CHOREO, LLC History No change 25,252 4,006 0.04% 0.04% 435 0 0.0% Q2 2026 Aug 04, 2026
LightSquare Wealth Management, LLC History No change 25,226 4,002 2.76% 2.76% 436 0 0.0% Q2 2026 Aug 03, 2026
PRUDENTIAL PLC History No change 25,150 3,990 0.02% 0.02% 437 0 0.0% Q2 2026 Aug 13, 2026
GeoWealth Management, LLC History No change 25,150 3,990 0.13% 0.13% 438 0 0.0% Q2 2026 Jul 30, 2026
BNC WEALTH MANAGEMENT, LLC History No change 25,135 3,987 0.96% 0.96% 439 0 0.0% Q2 2026 Jul 21, 2026
Telos Capital Management, Inc. History No change 25,108 3,983 0.35% 0.35% 440 0 0.0% Q2 2026 Jul 22, 2026
Massachusetts Wealth Management History No change 24,809 3,936 1.5% 1.5% 441 0 0.0% Q2 2026 Aug 03, 2026
One Day In July LLC History No change 24,807 3,935 0.27% 0.27% 442 0 0.0% Q2 2026 Aug 03, 2026
Clear Creek Financial Management, LLC History No change 24,721 3,922 0.25% 0.25% 443 0 0.0% Q2 2026 Jul 27, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 24,632 3,908 0.19% 0.19% 444 0 0.0% Q2 2026 Jul 20, 2026
MONEY CONCEPTS CAPITAL CORP History No change 24,533 3,892 0.18% 0.18% 445 0 0.0% Q2 2026 Aug 04, 2026
Innova Wealth Partners History No change 24,516 3,889 1.59% 1.59% 446 0 0.0% Q2 2026 Jul 15, 2026
VestGen Advisors, LLC History No change 24,517 3,889 0.11% 0.11% 447 0 0.0% Q2 2026 Aug 11, 2026
Corecam AG History No change 24,425 3,875 3.31% 3.31% 448 0 0.0% Q2 2026 Jul 17, 2026
Arch Global Advisors, LLC History No change 24,215 3,841 1.7% 1.7% 449 0 0.0% Q2 2026 Aug 11, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 24,158 3,832 1.04% 1.04% 450 0 0.0% Q2 2026 Jul 23, 2026
Orion Porfolio Solutions, LLC History No change 24,122 3,827 0.03% 0.03% 451 0 0.0% Q2 2026 Aug 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 24,067 3,818 1.19% 1.19% 452 0 0.0% Q2 2026 Jul 31, 2026
Markin Asset Management, LP History No change 24,041 3,814 3.26% 3.26% 453 0 0.0% Q2 2026 Jul 13, 2026
Prospect Financial Services LLC History No change 23,956 3,800 1.92% 1.92% 454 0 0.0% Q2 2026 Aug 06, 2026
CSS LLC/IL History No change 23,700 3,760 0.15% 0.15% 455 0 0.0% Q2 2026 Aug 14, 2026
Connecticut Wealth Management, LLC History No change 23,669 3,755 0.14% 0.14% 456 0 0.0% Q2 2026 Jul 29, 2026
Tandem Investment Partners LLC History No change 23,650 3,752 2.89% 2.89% 457 0 0.0% Q2 2026 Jul 27, 2026
AMG National Trust Bank History No change 23,597 3,743 0.08% 0.08% 458 0 0.0% Q2 2026 Aug 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 22,207 3,740 0.04% 0.04% 459 +14 0.06% Q3 2026 Oct 05, 2026
Manhattan West Asset Management, LLC History No change 23,431 3,717 0.62% 0.62% 460 0 0.0% Q2 2026 Aug 11, 2026
Spinnaker Investment Group, LLC History No change 23,425 3,716 0.6% 0.6% 461 0 0.0% Q2 2026 Jul 10, 2026
Dynamic Advisor Solutions LLC History No change 23,302 3,697 0.1% 0.1% 462 0 0.0% Q2 2026 Jul 07, 2026
New England Private Wealth Advisors LLC History No change 22,696 3,689 0.36% 0.36% 463 0 0.0% Q2 2026 Aug 04, 2026
VERUS CAPITAL PARTNERS, LLC History No change 23,172 3,676 0.2% 0.2% 464 0 0.0% Q2 2026 Aug 06, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 23,166 3,675 1.68% 1.68% 465 0 0.0% Q2 2026 Jul 29, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 23,128 3,669 0.28% 0.28% 466 0 0.0% Q2 2026 Jul 16, 2026
MTM Investment Management, LLC History No change 23,006 3,650 1.04% 1.04% 467 0 0.0% Q2 2026 Aug 03, 2026
DELTEC ASSET MANAGEMENT LLC History No change 23,000 3,649 0.54% 0.54% 468 0 0.0% Q2 2026 Jul 21, 2026
INTEGRITY ALLIANCE, LLC. History No change 22,778 3,613 0.11% 0.11% 469 0 0.0% Q2 2026 Jul 31, 2026
Focus Financial Network, Inc. History No change 22,706 3,602 0.11% 0.11% 470 0 0.0% Q2 2026 Jul 09, 2026
Embree Financial Group History No change 22,670 3,596 0.36% 0.36% 471 0 0.0% Q2 2026 Jul 15, 2026
Savant Capital, LLC History No change 23,094 3,595 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 22,615 3,588 0.13% 0.13% 473 0 0.0% Q2 2026 Aug 13, 2026
LM Advisors LLC History No change 22,350 3,555 0.41% 0.41% 474 0 0.0% Q2 2026 Aug 12, 2026
Laraway Financial Advisors Inc History No change 22,377 3,550 2.15% 2.15% 475 0 0.0% Q2 2026 Aug 03, 2026
HOWE & RUSLING INC History No change 22,321 3,541 0.21% 0.21% 476 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 22,216 3,540 0.17% 0.17% 477 0 0.0% Q2 2026 Jul 28, 2026
BFSG, LLC History No change 22,157 3,515 0.31% 0.31% 478 0 0.0% Q2 2026 Jul 20, 2026
NWAM LLC History No change 22,154 3,514 0.18% 0.18% 479 0 0.0% Q2 2026 Jul 23, 2026
Maxele Advisors, LLC History No change 22,132 3,511 2.45% 2.45% 480 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 22,106 3,507 0.03% 0.03% 481 0 0.0% Q2 2026 Jul 23, 2026
Apella Capital, LLC History No change 21,312 3,504 0.05% 0.05% 482 0 0.0% Q2 2026 Jul 08, 2026
Global Retirement Partners, LLC History No change 22,074 3,502 0.05% 0.05% 483 0 0.0% Q2 2026 Aug 06, 2026
GLENMEDE TRUST CO NA History No change 21,972 3,486 0.02% 0.02% 484 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 21,971 3,486 0.11% 0.11% 485 0 0.0% Q2 2026 Jul 31, 2026
Cresta Advisors, Ltd. History No change 21,929 3,479 1.25% 1.25% 486 0 0.0% Q2 2026 Jul 22, 2026
Flagship Private Wealth, LLC History No change 21,919 3,477 1.23% 1.23% 487 0 0.0% Q2 2026 Aug 04, 2026
Pettinga Financial Advisors LLC History No change 21,894 3,473 0.56% 0.56% 488 0 0.0% Q2 2026 Jul 09, 2026
Allworth Financial LP History No change 21,775 3,454 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History No change 21,723 3,446 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 14, 2026
Sender Co & Partners, Inc. History No change 21,613 3,429 0.99% 0.99% 491 0 0.0% Q2 2026 Aug 14, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 21,568 3,422 0.85% 0.85% 492 0 0.0% Q2 2026 Jul 10, 2026
RPg Family Wealth Advisory, LLC History No change 21,526 3,415 0.71% 0.71% 493 0 0.0% Q2 2026 Aug 04, 2026
Boltwood Capital Management History Reduced 20,147 3,393 0.77% 0.73% 494 -31 -0.15% Q3 2026 Oct 02, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 21,252 3,371 0.34% 0.34% 495 0 0.0% Q2 2026 Jul 24, 2026
HBW ADVISORY SERVICES LLC History No change 21,244 3,370 0.3% 0.3% 496 0 0.0% Q2 2026 Jul 16, 2026
Sequoia Financial Advisors, LLC History No change 21,213 3,365 0.02% 0.02% 497 0 0.0% Q2 2026 Jul 17, 2026
Pine Valley Investments Ltd Liability Co History No change 21,178 3,360 0.13% 0.13% 498 0 0.0% Q2 2026 Jul 24, 2026
Marion Wealth Management History No change 21,151 3,355 0.68% 0.68% 499 0 0.0% Q2 2026 Jul 16, 2026
Capstone Wealth Management Group, Inc. History No change 21,134 3,353 2.02% 2.02% 500 0 0.0% Q2 2026 Jul 27, 2026
Elk River Wealth Management LLC History No change 21,131 3,352 0.53% 0.53% 501 0 0.0% Q2 2026 Aug 12, 2026
Odyssey Capital Advisors, Inc. History No change 21,082 3,344 2.4% 2.4% 502 0 0.0% Q2 2026 Jul 31, 2026
FIRST HORIZON CORP History No change 21,016 3,334 0.13% 0.13% 503 0 0.0% Q2 2026 Jul 20, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 20,971 3,327 1.28% 1.28% 504 0 0.0% Q2 2026 Jul 20, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 20,932 3,321 0.84% 0.84% 505 0 0.0% Q2 2026 Jul 24, 2026
Apollon Wealth Management, LLC History No change 20,937 3,321 0.04% 0.04% 506 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 20,916 3,318 0.07% 0.07% 507 0 0.0% Q2 2026 Aug 14, 2026
PCG ASSET MANAGEMENT, LLC History No change 20,849 3,308 2.37% 2.37% 508 0 0.0% Q2 2026 Jul 27, 2026
NTV ASSET MANAGEMENT LLC History No change 20,845 3,307 0.32% 0.32% 509 0 0.0% Q2 2026 Aug 05, 2026
LEUTHOLD GROUP, LLC History No change 20,834 3,305 0.33% 0.33% 510 0 0.0% Q2 2026 Aug 04, 2026
PFG Advisors History No change 20,814 3,302 0.17% 0.17% 511 0 0.0% Q2 2026 Jul 16, 2026
ATLAS CAPITAL ADVISORS INC. History No change 20,788 3,298 0.36% 0.36% 512 0 0.0% Q2 2026 Aug 13, 2026
CWC Advisors, LLC. History No change 20,702 3,284 1.46% 1.46% 513 0 0.0% Q2 2026 Jul 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 20,670 3,279 0.04% 0.04% 514 0 0.0% Q2 2026 Jul 24, 2026
One Charles Private Wealth Services, LLC History No change 20,638 3,274 0.75% 0.75% 515 0 0.0% Q2 2026 Jul 15, 2026
Risk Paradigm Group, LLC History No change 20,629 3,273 2.57% 2.57% 516 0 0.0% Q2 2026 Aug 05, 2026
Transamerica Financial Advisors, LLC History No change 20,623 3,272 0.28% 0.28% 517 0 0.0% Q2 2026 Aug 14, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History No change 20,521 3,255 1.54% 1.54% 518 0 0.0% Q2 2026 Jul 15, 2026
Sierra Capital LLC History No change 20,441 3,243 0.31% 0.31% 519 0 0.0% Q2 2026 Aug 13, 2026
BOCHK Asset Management Ltd History No change 20,440 3,243 0.51% 0.51% 520 0 0.0% Q2 2026 Jul 31, 2026
Zullo Investment Group, Inc. History No change 20,430 3,241 1.11% 1.11% 521 0 0.0% Q2 2026 Jul 31, 2026
Joseph P. Lucia & Associates, LLC History No change 20,408 3,237 0.97% 0.97% 522 0 0.0% Q2 2026 Aug 07, 2026
Snowden Capital Advisors LLC History No change 20,407 3,237 0.08% 0.08% 523 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 20,362 3,231 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 19,533 3,212 0.06% 0.06% 525 0 0.0% Q2 2026 Jul 27, 2026
Canton Hathaway, LLC History No change 20,246 3,212 0.62% 0.62% 526 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 20,103 3,189 0.02% 0.02% 527 0 0.0% Q2 2026 Jul 24, 2026
JFS WEALTH ADVISORS, LLC History No change 20,004 3,173 0.16% 0.16% 528 0 0.0% Q2 2026 Jul 10, 2026
Haverford Trust Co History No change 19,954 3,165 0.03% 0.03% 529 0 0.0% Q2 2026 Aug 12, 2026
Bank of Marin History No change 19,872 3,152 2.2% 2.2% 530 0 0.0% Q2 2026 Aug 13, 2026
Juno Financial Group LLC History No change 19,848 3,149 1.12% 1.12% 531 0 0.0% Q2 2026 Aug 04, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 19,832 3,146 0.68% 0.68% 532 0 0.0% Q2 2026 Jul 09, 2026
Cushing Capital Partners, LLC History No change 19,808 3,142 2.16% 2.16% 533 0 0.0% Q2 2026 Jul 29, 2026
Marble Wealth, LLC History No change 19,782 3,138 0.48% 0.48% 534 0 0.0% Q2 2026 Aug 07, 2026
Principle Wealth Partners LLC History No change 19,682 3,122 0.15% 0.15% 535 0 0.0% Q2 2026 Aug 07, 2026
Regal Investment Advisors LLC History No change 19,602 3,109 0.16% 0.16% 536 0 0.0% Q2 2026 Aug 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 19,556 3,102 0.05% 0.05% 537 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Wealth Management Group, Inc. History No change 19,464 3,088 1.44% 1.44% 538 0 0.0% Q2 2026 Jul 15, 2026
CMG Global Holdings, LLC History No change 19,412 3,079 1.31% 1.31% 539 0 0.0% Q2 2026 Jul 28, 2026
MontVue Capital Management, Inc. History No change 19,325 3,066 1.76% 1.76% 540 0 0.0% Q2 2026 Jul 27, 2026
Rockingstone Advisors LLC History No change 19,305 3,062 1.23% 1.23% 541 0 0.0% Q2 2026 Jul 13, 2026
Tidal Investments LLC History No change 19,290 3,060 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 19,290 3,060 0.05% 0.05% 543 0 0.0% Q2 2026 Jul 31, 2026
Perennial Investment Advisors, LLC History No change 19,243 3,053 0.2% 0.2% 544 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 19,237 3,052 0.05% 0.05% 545 0 0.0% Q2 2026 Aug 11, 2026
ASSOCIATED BANC-CORP History No change 19,231 3,051 0.07% 0.07% 546 0 0.0% Q2 2026 Jul 31, 2026
SageGuard Financial Group, LLC History No change 19,233 3,051 0.43% 0.43% 547 0 0.0% Q2 2026 Jul 27, 2026
Future Financial Wealth Managment LLC History No change 18,833 3,040 1.89% 1.89% 548 0 0.0% Q2 2026 Jul 24, 2026
Allspring Global Investments Holdings, LLC History No change 19,041 3,037 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 13, 2026
Weil Company, Inc. History No change 19,127 3,034 0.53% 0.53% 550 0 0.0% Q2 2026 Aug 05, 2026
Chesapeake Wealth Management History No change 19,061 3,024 0.85% 0.85% 551 0 0.0% Q2 2026 Aug 13, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 19,003 3,015 0.64% 0.64% 552 0 0.0% Q2 2026 Jul 16, 2026
Mechanics Bank Trust Department History No change 18,829 2,987 0.37% 0.37% 553 0 0.0% Q2 2026 Jul 07, 2026
Knollwood Investment Advisory, LLC History No change 18,830 2,987 0.27% 0.27% 554 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 18,680 2,963 0.03% 0.03% 555 0 0.0% Q2 2026 Aug 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 18,652 2,959 0.14% 0.14% 556 0 0.0% Q2 2026 Jul 23, 2026
Performance Wealth Partners, LLC History No change 18,611 2,952 0.07% 0.07% 557 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL DISCOVERY GROUP INC History No change 18,508 2,936 6.26% 6.26% 558 0 0.0% Q2 2026 Jul 23, 2026
FIL Ltd History No change 18,471 2,930 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 13, 2026
McGuire Investment Group, LLC History No change 18,400 2,919 0.26% 0.26% 560 0 0.0% Q2 2026 Jul 27, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 18,205 2,888 0.62% 0.62% 561 0 0.0% Q2 2026 Jul 22, 2026
TWO SIGMA SECURITIES, LLC History No change 18,174 2,883 0.25% 0.25% 562 0 0.0% Q2 2026 Aug 14, 2026
Next Capital Management LLC History No change 17,990 2,854 0.77% 0.77% 563 0 0.0% Q2 2026 Aug 03, 2026
Wealthcare Advisory Partners LLC History No change 17,958 2,849 0.05% 0.05% 564 0 0.0% Q2 2026 Jul 09, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 17,882 2,837 0.13% 0.13% 565 0 0.0% Q2 2026 Jul 21, 2026
CHANNEL WEALTH LLC History No change 17,878 2,836 0.64% 0.64% 566 0 0.0% Q2 2026 Aug 04, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 17,764 2,818 0.57% 0.57% 567 0 0.0% Q2 2026 Jul 17, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 17,682 2,814 1.85% 1.85% 568 0 0.0% Q2 2026 Jul 06, 2026
WEDBUSH SECURITIES INC History No change 17,685 2,806 0.07% 0.07% 569 0 0.0% Q2 2026 Jul 28, 2026
WealthCare Investment Partners, LLC History No change 17,528 2,780 0.68% 0.68% 570 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 17,489 2,779 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 14, 2026
DRW Securities, LLC History No change 17,388 2,758 0.07% 0.07% 572 0 0.0% Q2 2026 Aug 14, 2026
Avalon Trust Co History No change 17,383 2,757 0.17% 0.17% 573 0 0.0% Q2 2026 Aug 06, 2026
ARS Investment Partners, LLC History No change 17,107 2,714 0.12% 0.12% 574 0 0.0% Q2 2026 Jul 09, 2026
Crestwood Advisors Group, LLC History No change 17,096 2,712 0.04% 0.04% 575 0 0.0% Q2 2026 Aug 03, 2026
Chevy Chase Trust Holdings, LLC History No change 17,046 2,704 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 14, 2026
Retireful, LLC History No change 17,039 2,703 2.52% 2.52% 577 0 0.0% Q2 2026 Jul 22, 2026
SANDLER CAPITAL MANAGEMENT History No change 17,034 2,702 1.34% 1.34% 578 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Added to 15,863 2,672 0.07% 0.01% 579 +12,840 424.74% Q3 2026 Oct 02, 2026
SMI Advisory Services, LLC History No change 16,450 2,664 0.43% 0.43% 580 0 0.0% Q2 2026 Jul 09, 2026
Summit Trail Advisors, LLC History No change 16,723 2,653 0.03% 0.03% 581 0 0.0% Q2 2026 Aug 11, 2026
Stegent Equity Advisors, Inc. History No change 16,644 2,640 1.89% 1.89% 582 0 0.0% Q2 2026 Jul 29, 2026
Arete Wealth Advisors, LLC History No change 16,576 2,630 0.17% 0.17% 583 0 0.0% Q2 2026 Aug 12, 2026
AlTi Global, Inc. History No change 16,532 2,622 0.05% 0.05% 584 0 0.0% Q2 2026 Aug 05, 2026
Aventus Investment Advisors, Inc. History No change 16,513 2,619 1.92% 1.92% 585 0 0.0% Q2 2026 Jul 24, 2026
Hartford Financial Management Inc. History No change 16,460 2,611 0.58% 0.58% 586 0 0.0% Q2 2026 Jul 23, 2026
Columbus Macro, LLC History No change 16,431 2,606 0.25% 0.25% 587 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisory Services, LLC History No change 16,315 2,588 0.16% 0.16% 588 0 0.0% Q2 2026 Jul 23, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 16,251 2,578 0.18% 0.18% 589 0 0.0% Q2 2026 Jul 20, 2026
RiverGlades Family Offices LLC History No change 16,104 2,555 1.17% 1.17% 590 0 0.0% Q2 2026 Aug 10, 2026
Centennial Bank/AR/ History No change 16,068 2,549 0.82% 0.82% 591 0 0.0% Q2 2026 Aug 10, 2026
RWA WEALTH PARTNERS, LLC History No change 16,025 2,542 0.02% 0.02% 592 0 0.0% Q2 2026 Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 16,012 2,540 0.04% 0.04% 593 0 0.0% Q2 2026 Aug 10, 2026
Flagship Capital Management Inc. History No change 15,996 2,537 1.6% 1.6% 594 0 0.0% Q2 2026 Jul 21, 2026
January Capital Advisors LLC History No change 15,937 2,528 2.11% 2.11% 595 0 0.0% Q2 2026 Aug 25, 2026
United Asset Strategies, Inc. History No change 15,912 2,524 0.18% 0.18% 596 0 0.0% Q2 2026 Jul 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 15,869 2,517 0.06% 0.06% 597 0 0.0% Q2 2026 Jul 14, 2026
SBI Okasan Asset Management Co.Ltd. History No change 15,620 2,510 0.08% 0.08% 598 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone National Bank & Trust Co History No change 15,706 2,505 0.85% 0.85% 599 0 0.0% Q2 2026 Jul 21, 2026
WealthPLAN Partners, LLC History No change 15,770 2,502 0.48% 0.48% 600 0 0.0% Q2 2026 Jul 28, 2026
EPG Wealth Management LLC History No change 15,760 2,500 0.6% 0.6% 601 0 0.0% Q2 2026 Jul 28, 2026
Intellectus Partners, LLC History No change 15,686 2,488 0.43% 0.43% 602 0 0.0% Q2 2026 Aug 12, 2026
Trust Co History No change 15,602 2,475 0.22% 0.22% 603 0 0.0% Q2 2026 Jul 10, 2026
SFMG, LLC History No change 15,514 2,461 0.15% 0.15% 604 0 0.0% Q2 2026 Aug 13, 2026
Fairvoy Private Wealth, LLC History No change 15,482 2,456 0.5% 0.5% 605 0 0.0% Q2 2026 Jul 17, 2026
CABANA LLC History No change 15,451 2,451 18.47% 18.47% 606 0 0.0% Q2 2026 Jul 10, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 15,446 2,450 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 10, 2026
Realta Investment Advisors History No change 15,390 2,441 0.76% 0.76% 608 0 0.0% Q2 2026 Jul 20, 2026
Colony Family Offices, LLC History No change 15,318 2,430 0.53% 0.53% 609 0 0.0% Q2 2026 Jul 20, 2026
CULLEN/FROST BANKERS, INC. History No change 15,238 2,417 0.02% 0.02% 610 0 0.0% Q2 2026 Jul 27, 2026
Ball & Co Wealth Management Inc. History No change 15,235 2,417 1.71% 1.71% 611 0 0.0% Q2 2026 Jul 31, 2026
Sequent Planning LLC History No change 15,233 2,416 0.52% 0.52% 612 0 0.0% Q2 2026 Aug 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 15,208 2,412 0.16% 0.16% 613 0 0.0% Q2 2026 Jul 28, 2026
Trivium Point Advisory, LLC History No change 15,209 2,412 0.22% 0.22% 614 0 0.0% Q2 2026 Aug 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 15,197 2,411 0.16% 0.16% 615 0 0.0% Q2 2026 Aug 04, 2026
NorthRock Partners, LLC History No change 15,193 2,410 0.03% 0.03% 616 0 0.0% Q2 2026 Aug 11, 2026
St. Johns Investment Management Company, LLC History No change 15,169 2,406 0.91% 0.91% 617 0 0.0% Q2 2026 Aug 03, 2026
MORTON COMMUNITY BANK History No change 15,159 2,405 0.49% 0.49% 618 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 15,310 2,401 0.1% 0.1% 619 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 15,118 2,398 0.02% 0.02% 620 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 15,090 2,394 0.12% 0.12% 621 0 0.0% Q2 2026 Aug 04, 2026
Hansen & Associates Financial Group, Inc. History No change 14,730 2,385 1.37% 1.37% 622 0 0.0% Q2 2026 Jul 20, 2026
DLD Asset Management, LP History No change 15,000 2,380 0.16% 0.16% 623 0 0.0% Q2 2026 Aug 12, 2026
Mirae Asset Global Investments Co., Ltd. History No change 15,000 2,379 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 22, 2026
CALTON & ASSOCIATES, INC. History No change 14,920 2,367 0.35% 0.35% 625 0 0.0% Q2 2026 Aug 10, 2026
Strategic Blueprint, LLC History No change 14,846 2,355 0.12% 0.12% 626 0 0.0% Q2 2026 Jul 23, 2026
Encompass More Asset Management History No change 14,841 2,354 0.34% 0.34% 627 0 0.0% Q2 2026 Jul 14, 2026
SIG BROKERAGE, LP History No change 14,800 2,348 0.05% 0.05% 628 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 14,769 2,343 0.13% 0.13% 629 0 0.0% Q2 2026 Aug 11, 2026
Windsor Capital Management, LLC History No change 14,690 2,330 0.61% 0.61% 630 0 0.0% Q2 2026 Jul 08, 2026
UNIVEST FINANCIAL Corp History No change 14,671 2,327 0.11% 0.11% 631 0 0.0% Q2 2026 Aug 07, 2026
OKABENA INVESTMENT SERVICES INC History No change 14,588 2,314 0.41% 0.41% 632 0 0.0% Q2 2026 Aug 04, 2026
Wilson & Boucher Capital Management, LLC History No change 14,554 2,309 1.36% 1.36% 633 0 0.0% Q2 2026 Aug 18, 2026
Wealthspire Retirement, LLC History No change 14,535 2,306 0.13% 0.13% 634 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 14,494 2,299 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 13, 2026
Chemistry Wealth Management LLC History No change 14,490 2,299 0.37% 0.37% 636 0 0.0% Q2 2026 Jul 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 14,450 2,292 0.04% 0.04% 637 0 0.0% Q2 2026 Jul 14, 2026
Wall Capital Group, Inc. History No change 14,448 2,292 1.88% 1.88% 638 0 0.0% Q2 2026 Jul 24, 2026
HUNTINGTON NATIONAL BANK History No change 14,432 2,289 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 14,271 2,264 0.3% 0.3% 640 0 0.0% Q2 2026 Jul 16, 2026
Relyea Zuckerberg Hanson LLC History No change 14,070 2,232 0.19% 0.19% 641 0 0.0% Q2 2026 Jul 16, 2026
Atlatl Advisers LLC History No change 14,012 2,223 0.53% 0.53% 642 0 0.0% Q2 2026 Jul 22, 2026
Fore Capital, LLC History No change 14,000 2,221 0.66% 0.66% 643 0 0.0% Q2 2026 Aug 10, 2026
ExodusPoint Capital Management, LP History No change 13,931 2,210 0.01% 0.01% 644 0 0.0% Q2 2026 Aug 14, 2026
STRAIGHTLINE GROUP LLC History No change 13,910 2,206 1.04% 1.04% 645 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Group History No change 13,853 2,197 0.21% 0.21% 646 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Counsel, Inc History No change 13,767 2,184 0.24% 0.24% 647 0 0.0% Q2 2026 Jul 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 13,720 2,176 0.02% 0.02% 648 0 0.0% Q2 2026 Aug 14, 2026
MIRAMONTES CAPITAL, LLC History No change 13,713 2,175 0.68% 0.68% 649 0 0.0% Q2 2026 Sep 09, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 13,667 2,168 1.59% 1.59% 650 0 0.0% Q2 2026 Jul 28, 2026
First Bancorp, Inc /ME/ History No change 13,660 2,167 0.86% 0.86% 651 0 0.0% Q2 2026 Aug 11, 2026
Clarus Wealth Advisors History No change 13,315 2,161 0.83% 0.83% 652 0 0.0% Q2 2026 Jul 09, 2026
Focus Partners Advisor Solutions, LLC History No change 13,562 2,151 0.02% 0.02% 653 0 0.0% Q2 2026 Aug 06, 2026
SEEDS INVESTOR LLC History No change 13,558 2,151 0.22% 0.22% 654 0 0.0% Q2 2026 Aug 12, 2026
Narus Financial Partners, LLC History No change 13,498 2,141 0.55% 0.55% 655 0 0.0% Q2 2026 Jul 31, 2026
Advyzon Investment Management, LLC History No change 13,500 2,141 0.16% 0.16% 656 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 13,417 2,128 0.06% 0.06% 657 0 0.0% Q2 2026 Jul 06, 2026
Activest Wealth Management History No change 13,317 2,112 0.41% 0.41% 658 0 0.0% Q2 2026 Jul 16, 2026
Waterloo Capital, L.P. History No change 13,257 2,103 0.12% 0.12% 659 0 0.0% Q2 2026 Jul 29, 2026
Maridea Wealth Management LLC History No change 13,154 2,086 0.23% 0.23% 660 0 0.0% Q2 2026 Aug 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 13,145 2,085 0.12% 0.12% 661 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL BANK & TRUST CO History No change 13,084 2,075 0.29% 0.29% 662 0 0.0% Q2 2026 Jul 17, 2026
MONECO ADVISORS, LLC History No change 13,070 2,073 0.13% 0.13% 663 0 0.0% Q2 2026 Aug 11, 2026
MV CAPITAL MANAGEMENT, INC. History No change 12,966 2,057 0.18% 0.18% 664 0 0.0% Q2 2026 Jul 30, 2026
CIBC Bancorp USA Inc. History No change 12,956 2,055 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 12,942 2,053 0.08% 0.08% 666 0 0.0% Q2 2026 Jul 23, 2026
Legacy Advisors, LLC History No change 12,841 2,037 0.19% 0.19% 667 0 0.0% Q2 2026 Jul 24, 2026
Montecito Bank & Trust History Added to 12,086 2,035 0.31% 0.28% 668 +220 1.85% Q3 2026 Oct 01, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 12,811 2,032 0.02% 0.02% 669 0 0.0% Q2 2026 Aug 07, 2026
Capula Management Ltd History No change 12,764 2,025 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 12,762 2,024 0.07% 0.07% 671 0 0.0% Q2 2026 Jul 21, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 12,700 2,014 0.33% 0.33% 672 0 0.0% Q2 2026 Aug 04, 2026
Royal Harbor Partners, LLC History No change 12,566 1,993 0.62% 0.62% 673 0 0.0% Q2 2026 Jul 27, 2026
Savvy Advisors, Inc. History No change 12,526 1,987 0.04% 0.04% 674 0 0.0% Q2 2026 Aug 03, 2026
Helium Advisors LLC History No change 12,497 1,982 1.65% 1.65% 675 0 0.0% Q2 2026 Aug 11, 2026
Matthew Goff Investment Advisor, LLC History No change 12,486 1,981 0.33% 0.33% 676 0 0.0% Q2 2026 Jul 07, 2026
M3 Advisory Group, LLC History No change 12,477 1,979 1.03% 1.03% 677 0 0.0% Q2 2026 Jul 24, 2026
Vontobel Holding Ltd. History No change 12,463 1,977 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 03, 2026
Axiom Investment Management LLC History No change 12,435 1,972 1.32% 1.32% 679 0 0.0% Q2 2026 Jul 30, 2026
Trifecta Capital Advisors, LLC History No change 12,328 1,955 0.25% 0.25% 680 0 0.0% Q2 2026 Aug 03, 2026
Koshinski Asset Management, Inc. History No change 12,298 1,951 0.1% 0.1% 681 0 0.0% Q2 2026 Jul 27, 2026
ROCKLAND TRUST CO History Reduced 11,537 1,943 0.07% 0.12% 682 -7,767 -40.24% Q3 2026 Oct 05, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 12,266 1,937 1.18% 1.18% 683 0 0.0% Q2 2026 Jul 31, 2026
Argent Trust Co History No change 12,173 1,931 0.06% 0.06% 684 0 0.0% Q2 2026 Aug 06, 2026
Sanchez Gaunt Capital Management, LLC History No change 12,175 1,931 1.08% 1.08% 685 0 0.0% Q2 2026 Aug 14, 2026
Kingstone Capital Partners Texas, LLC History No change 12,115 1,922 1.02% 1.02% 686 0 0.0% Q2 2026 Aug 10, 2026
Aspire Capital Advisors LLC History No change 12,108 1,921 0.37% 0.37% 687 0 0.0% Q2 2026 Aug 05, 2026
OpenArc Corporate Advisory, LLC History No change 12,048 1,911 0.02% 0.02% 688 0 0.0% Q2 2026 Aug 05, 2026
Redwood Financial Network Corp History No change 12,037 1,909 1.06% 1.06% 689 0 0.0% Q2 2026 Aug 07, 2026
LMCG INVESTMENTS, LLC History No change 11,982 1,901 0.1% 0.1% 690 0 0.0% Q2 2026 Jul 22, 2026
UPTICK PARTNERS, LLC History No change 11,959 1,897 0.3% 0.3% 691 0 0.0% Q2 2026 Aug 10, 2026
V2 Financial group LLC History No change 11,898 1,887 0.7% 0.7% 692 0 0.0% Q2 2026 Aug 10, 2026
ELEMENT POINTE ADVISORS, LLC History No change 11,867 1,882 0.3% 0.3% 693 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Wealth Strategies, LLC History No change 11,809 1,873 1.0% 1.0% 694 0 0.0% Q2 2026 Jul 23, 2026
Asset Allocation Strategies LLC History No change 11,804 1,872 0.29% 0.29% 695 0 0.0% Q2 2026 Aug 17, 2026
Twin Tree Management, LP History No change 11,794 1,871 0.04% 0.04% 696 0 0.0% Q2 2026 Aug 12, 2026
WP Advisors, LLC History No change 11,598 1,840 0.45% 0.45% 697 0 0.0% Q2 2026 Jul 29, 2026
BROWN ADVISORY INC History No change 11,582 1,837 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Group LLC History No change 11,567 1,835 0.64% 0.64% 699 0 0.0% Q2 2026 Jul 21, 2026
Baker Avenue Asset Management, LP History No change 11,497 1,824 0.03% 0.03% 700 0 0.0% Q2 2026 Jul 28, 2026
Comprehensive Wealth Management, LLC History No change 11,475 1,820 0.83% 0.83% 701 0 0.0% Q2 2026 Aug 12, 2026
Curat Global, LLC History No change 11,478 1,809 1.48% 1.48% 702 0 0.0% Q2 2026 Jul 22, 2026
Tidemark, LLC History No change 11,307 1,793 0.4% 0.4% 703 0 0.0% Q2 2026 Aug 10, 2026
GC Wealth Management RIA, LLC History No change 11,270 1,788 0.1% 0.1% 704 0 0.0% Q2 2026 Jul 16, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 11,209 1,778 0.29% 0.29% 705 0 0.0% Q2 2026 Jul 27, 2026
Wilmington Savings Fund Society, FSB History No change 11,119 1,764 0.04% 0.04% 706 0 0.0% Q2 2026 Jul 28, 2026
AAFMAA Wealth Management & Trust LLC History No change 10,915 1,731 0.6% 0.6% 707 0 0.0% Q2 2026 Jul 08, 2026
Palumbo Wealth Management LLC History No change 10,755 1,706 0.36% 0.36% 708 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 11,623 1,704 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 10,721 1,700 0.09% 0.09% 710 0 0.0% Q2 2026 Aug 04, 2026
Worth Asset Management, LLC History No change 10,691 1,696 0.54% 0.54% 711 0 0.0% Q2 2026 Jul 08, 2026
Per Stirling Capital Management, LLC. History No change 10,660 1,691 0.16% 0.16% 712 0 0.0% Q2 2026 Aug 14, 2026
Point Windward Advisors Inc. History No change 10,618 1,684 0.74% 0.74% 713 0 0.0% Q2 2026 Jul 30, 2026
FSA Investment Group, LLC History New 9,961 1,677 0.53% — 714 +9,961 New Q3 2026 Oct 07, 2026
Pacific Wealth Strategies Group, Inc. History No change 10,379 1,646 0.95% 0.95% 715 0 0.0% Q2 2026 Jul 17, 2026
Moors & Cabot, Inc. History No change 10,370 1,645 0.06% 0.06% 716 0 0.0% Q2 2026 Aug 10, 2026
REGIONS FINANCIAL CORP History No change 10,355 1,642 0.01% 0.01% 717 0 0.0% Q2 2026 Aug 10, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 10,332 1,639 1.21% 1.21% 718 0 0.0% Q2 2026 Jul 22, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 10,321 1,638 0.14% 0.14% 719 0 0.0% Q2 2026 Jul 09, 2026
Virtu Financial LLC History No change 10,297 1,634 0.05% 0.05% 720 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 10,239 1,633 0.1% 0.1% 721 0 0.0% Q2 2026 Jul 22, 2026
AdvisorNet Financial, Inc History No change 10,172 1,613 0.07% 0.07% 722 0 0.0% Q2 2026 Jul 23, 2026
Bramshill Investments, LLC History No change 10,169 1,613 0.12% 0.12% 723 0 0.0% Q2 2026 Aug 14, 2026
LAVELLE CAPITAL LP History No change 10,088 1,600 0.69% 0.69% 724 0 0.0% Q2 2026 Jul 22, 2026
Thomasville National Bank History No change 10,015 1,588 0.09% 0.09% 725 0 0.0% Q2 2026 Jul 20, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 9,934 1,576 0.17% 0.17% 726 0 0.0% Q2 2026 Jul 09, 2026
Caprock Group, LLC History No change 9,921 1,574 0.03% 0.03% 727 0 0.0% Q2 2026 Jul 27, 2026
Betterment LLC History No change 9,911 1,572 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 14, 2026
INGALLS & SNYDER LLC History No change 9,879 1,567 0.04% 0.04% 729 0 0.0% Q2 2026 Aug 14, 2026
NIXON PEABODY TRUST CO History No change 9,880 1,567 0.11% 0.11% 730 0 0.0% Q2 2026 Jul 27, 2026
DUNCKER STREETT & CO INC History No change 9,860 1,564 0.26% 0.26% 731 0 0.0% Q2 2026 Jul 28, 2026
Purus Wealth Management, LLC History No change 9,843 1,561 0.43% 0.43% 732 0 0.0% Q2 2026 Jul 13, 2026
CWA Asset Management Group, LLC History No change 9,835 1,560 0.05% 0.05% 733 0 0.0% Q2 2026 Jul 14, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 9,808 1,556 0.96% 0.96% 734 0 0.0% Q2 2026 Jul 28, 2026
Rothschild Wealth LLC History No change 9,801 1,555 0.12% 0.12% 735 0 0.0% Q2 2026 Aug 11, 2026
Roberts Wealth Advisors, LLC History No change 9,789 1,553 0.35% 0.35% 736 0 0.0% Q2 2026 Jul 29, 2026
Lansing Street Advisors History No change 9,761 1,548 0.33% 0.33% 737 0 0.0% Q2 2026 Jul 24, 2026
BRIGHTON JONES LLC History No change 9,745 1,546 0.03% 0.03% 738 0 0.0% Q2 2026 Aug 11, 2026
Hudock, Inc. History No change 9,750 1,546 0.2% 0.2% 739 0 0.0% Q2 2026 Jul 31, 2026
1834 INVESTMENT ADVISORS CO History No change 9,590 1,521 0.17% 0.17% 740 0 0.0% Q2 2026 Jul 30, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 9,552 1,515 0.13% 0.13% 741 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO History No change 9,247 1,497 0.01% 0.01% 742 0 0.0% Q2 2026 Jul 27, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 9,387 1,489 0.2% 0.2% 743 0 0.0% Q2 2026 Jul 20, 2026
Global Financial Private Client, LLC History No change 9,369 1,486 0.4% 0.4% 744 0 0.0% Q2 2026 Jul 20, 2026
BAILARD, INC. History No change 9,308 1,476 0.03% 0.03% 745 0 0.0% Q2 2026 Jul 30, 2026
OPTIMAS CAPITAL Ltd History No change 9,300 1,475 1.52% 1.52% 746 0 0.0% Q2 2026 Aug 03, 2026
American Institute for Advanced Investment Management, LLP History No change 9,267 1,470 0.85% 0.85% 747 0 0.0% Q2 2026 Jul 21, 2026
4WEALTH ADVISORS, INC. History No change 9,142 1,469 1.13% 1.13% 748 0 0.0% Q2 2026 Jul 17, 2026
ROMAN BUTLER FULLERTON & CO History No change 9,094 1,467 0.35% 0.35% 749 0 0.0% Q2 2026 Aug 06, 2026
PLIMOTH TRUST CO LLC History No change 9,237 1,465 0.29% 0.29% 750 0 0.0% Q2 2026 Jul 28, 2026
Glenview Trust Co History No change 9,224 1,463 0.02% 0.02% 751 0 0.0% Q2 2026 Aug 18, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 9,208 1,460 0.28% 0.28% 752 0 0.0% Q2 2026 Jul 09, 2026
PRINCIPAL SECURITIES, INC. History No change 9,200 1,459 0.02% 0.02% 753 0 0.0% Q2 2026 Aug 04, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 9,193 1,458 0.02% 0.02% 754 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Family Advisors, LLC History No change 9,154 1,452 0.61% 0.61% 755 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 9,124 1,447 0.01% 0.01% 756 0 0.0% Q2 2026 Aug 06, 2026
Heartwood Wealth Advisors LLC History Added to 8,555 1,440 0.11% 0.1% 757 +41 0.48% Q3 2026 Oct 05, 2026
Pictet North America Advisors SA History No change 9,054 1,436 0.13% 0.13% 758 0 0.0% Q2 2026 Jul 24, 2026
McAdam, LLC History No change 9,056 1,436 0.06% 0.06% 759 0 0.0% Q2 2026 Aug 04, 2026
Clear Street Group Inc. History No change 9,022 1,431 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 12, 2026
IEQ CAPITAL, LLC History No change 8,989 1,426 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 11, 2026
Wall Street Financial Group, Inc. History No change 8,993 1,426 0.76% 0.76% 762 0 0.0% Q2 2026 Jul 13, 2026
Bright Futures Wealth Management, LLC. History No change 8,976 1,424 0.92% 0.92% 763 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 8,950 1,420 0.18% 0.18% 764 0 0.0% Q2 2026 Jul 23, 2026
Abbot Financial Management, Inc. History No change 8,905 1,412 0.48% 0.48% 765 0 0.0% Q2 2026 Aug 06, 2026
National Philanthropic Trust History No change 8,859 1,405 0.02% 0.02% 766 0 0.0% Q2 2026 Aug 14, 2026
Smith Salley Wealth Management History No change 8,744 1,387 0.06% 0.06% 767 0 0.0% Q2 2026 Jul 23, 2026
Crumly & Associates Inc. History No change 8,741 1,386 0.27% 0.27% 768 0 0.0% Q2 2026 Jul 08, 2026
Circle Wealth Management, LLC History No change 8,730 1,385 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 12, 2026
Tempo Wealth, LLC History No change 8,630 1,369 0.2% 0.2% 770 0 0.0% Q2 2026 Jul 27, 2026
Ally Invest Advisors Inc. History No change 8,627 1,368 0.08% 0.08% 771 0 0.0% Q2 2026 Aug 13, 2026
TOEWS CORP /ADV History No change 8,600 1,364 0.2% 0.2% 772 0 0.0% Q2 2026 Aug 10, 2026
PACIFIC SUN FINANCIAL CORP History No change 8,600 1,364 0.56% 0.56% 773 0 0.0% Q2 2026 Aug 07, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 8,600 1,364 0.3% 0.3% 774 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Capital Wealth Advisors History No change 8,590 1,362 0.92% 0.92% 775 0 0.0% Q2 2026 Jul 23, 2026
Yelin Lapidot Holdings Management Ltd. History No change 8,540 1,354 0.26% 0.26% 776 0 0.0% Q2 2026 Aug 03, 2026
OneAscent Financial Services LLC History No change 8,517 1,351 0.06% 0.06% 777 0 0.0% Q2 2026 Aug 11, 2026
Soltis Investment Advisors LLC History No change 8,448 1,340 0.07% 0.07% 778 0 0.0% Q2 2026 Jul 31, 2026
Murphy & Mullick Capital Management Corp History No change 8,443 1,339 0.83% 0.83% 779 0 0.0% Q2 2026 Aug 14, 2026
SENTINEL TRUST CO LBA History No change 8,366 1,327 0.12% 0.12% 780 0 0.0% Q2 2026 Jul 13, 2026
Financial & Tax Architects, LLC History No change 8,342 1,323 0.28% 0.28% 781 0 0.0% Q2 2026 Jul 23, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 8,335 1,322 1.11% 1.11% 782 0 0.0% Q2 2026 Jul 24, 2026
Compass Financial Group, Inc. (Ohio) History No change 8,314 1,319 0.88% 0.88% 783 0 0.0% Q2 2026 Aug 12, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 8,305 1,318 0.91% 0.91% 784 0 0.0% Q2 2026 Jul 10, 2026
Geneos Wealth Management Inc. History No change 8,269 1,311 0.03% 0.03% 785 0 0.0% Q2 2026 Aug 06, 2026
Richard W. Paul & Associates, LLC History No change 8,187 1,298 0.4% 0.4% 786 0 0.0% Q2 2026 Aug 10, 2026
BIRINYI ASSOCIATES INC History No change 8,165 1,295 0.31% 0.31% 787 0 0.0% Q2 2026 Aug 05, 2026
Sand Hill Global Advisors, LLC History No change 8,153 1,293 0.04% 0.04% 788 0 0.0% Q2 2026 Aug 11, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 8,125 1,289 0.31% 0.31% 789 0 0.0% Q2 2026 Jul 15, 2026
Gateway Wealth Partners, LLC History No change 8,067 1,279 0.08% 0.08% 790 0 0.0% Q2 2026 Aug 04, 2026
Intrepid Financial Planning Group LLC History No change 8,038 1,275 0.43% 0.43% 791 0 0.0% Q2 2026 Aug 12, 2026
Jacobs Equity LLC History No change 7,999 1,269 0.88% 0.88% 792 0 0.0% Q2 2026 Aug 14, 2026
Everest Financial Group LLC History No change 7,991 1,267 0.17% 0.17% 793 0 0.0% Q2 2026 Aug 10, 2026
Advisor Resource Council History No change 7,816 1,265 0.36% 0.36% 794 0 0.0% Q2 2026 Jul 28, 2026
Modern Wealth Management, LLC History No change 7,954 1,262 0.02% 0.02% 795 0 0.0% Q2 2026 Aug 13, 2026
SMITH, MOORE & CO. History No change 7,950 1,261 0.08% 0.08% 796 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History No change 7,944 1,260 0.09% 0.09% 797 0 0.0% Q2 2026 Jul 21, 2026
Avior Wealth Management, LLC History No change 7,937 1,259 0.03% 0.03% 798 0 0.0% Q2 2026 Jul 07, 2026
Objective Capital Management, LLC History No change 7,882 1,250 1.11% 1.11% 799 0 0.0% Q2 2026 Jul 20, 2026
Diligent Investors, LLC History No change 7,874 1,249 0.28% 0.28% 800 0 0.0% Q2 2026 Jul 24, 2026
Rehmann Capital Advisory Group History No change 7,861 1,247 0.06% 0.06% 801 0 0.0% Q2 2026 Aug 20, 2026
Fulcrum Equity Management History No change 7,846 1,244 0.91% 0.91% 802 0 0.0% Q2 2026 Jul 09, 2026
ASHTON THOMAS SECURITIES, LLC History No change 7,827 1,241 0.18% 0.18% 803 0 0.0% Q2 2026 Jul 27, 2026
Ipsen Advisor Group LLC History No change 7,823 1,241 0.8% 0.8% 804 0 0.0% Q2 2026 Jul 29, 2026
Platform Technology Partners History No change 7,819 1,240 0.2% 0.2% 805 0 0.0% Q2 2026 Jul 24, 2026
Cladis Investment Advisory, LLC History No change 7,805 1,238 0.58% 0.58% 806 0 0.0% Q2 2026 Aug 13, 2026
WMS Group LLC History No change 7,800 1,237 1.6% 1.6% 807 0 0.0% Q2 2026 Jul 23, 2026
O'ROURKE & COMPANY, Inc History No change 7,796 1,236 0.43% 0.43% 808 0 0.0% Q2 2026 Aug 14, 2026
Phillips Wealth Planners LLC History No change 7,518 1,236 0.91% 0.91% 809 0 0.0% Q2 2026 Aug 07, 2026
Certified Advisory Corp History No change 7,648 1,213 0.1% 0.1% 810 0 0.0% Q2 2026 Jul 16, 2026
Main Street Financial Solutions, LLC History No change 7,635 1,211 0.08% 0.08% 811 0 0.0% Q2 2026 Aug 07, 2026
OMNI 360 Wealth, Inc. History No change 7,625 1,209 0.56% 0.56% 812 0 0.0% Q2 2026 Jul 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 7,611 1,207 0.01% 0.01% 813 0 0.0% Q2 2026 Jul 20, 2026
NBT BANK, N.A. History No change 7,593 1,204 0.08% 0.08% 814 0 0.0% Q2 2026 Jul 29, 2026
BIRCHBROOK, INC. History No change 7,526 1,194 0.56% 0.56% 815 0 0.0% Q2 2026 Jul 08, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 7,500 1,189 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 7,395 1,188 0.04% 0.04% 817 0 0.0% Q2 2026 Aug 12, 2026
Fullerton Fund Management Co Ltd. History No change 7,475 1,185 0.08% 0.08% 818 0 0.0% Q2 2026 Aug 14, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 7,462 1,183 0.58% 0.58% 819 0 0.0% Q2 2026 Jul 21, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 7,456 1,182 0.19% 0.19% 820 0 0.0% Q2 2026 Jul 15, 2026
Global View Capital Management LLC History No change 7,412 1,175 0.24% 0.24% 821 0 0.0% Q2 2026 Jul 23, 2026
B. Riley Wealth Advisors, Inc. History No change 7,305 1,174 0.06% 0.06% 822 0 0.0% Q2 2026 Jul 14, 2026
S&A Financial Services, Inc. History No change 7,395 1,173 0.72% 0.72% 823 0 0.0% Q2 2026 Jul 27, 2026
Dodds Wealth, LLC History No change 7,389 1,172 0.26% 0.26% 824 0 0.0% Q2 2026 Aug 06, 2026
RMR Wealth Builders History No change 7,356 1,167 0.07% 0.07% 825 0 0.0% Q2 2026 Jul 24, 2026
HBK Sorce Advisory LLC History No change 7,100 1,165 0.02% 0.02% 826 0 0.0% Q2 2026 Aug 06, 2026
Modus Advisors, LLC History No change 7,331 1,163 0.29% 0.29% 827 0 0.0% Q2 2026 Aug 03, 2026
FLAGSTAR SECURITIES, INC History No change 7,288 1,156 0.35% 0.35% 828 0 0.0% Q2 2026 Jul 15, 2026
EverSource Wealth Advisors, LLC History No change 7,238 1,148 0.04% 0.04% 829 0 0.0% Q2 2026 Jul 24, 2026
PROFFITT & GOODSON INC History No change 7,213 1,144 0.16% 0.16% 830 0 0.0% Q2 2026 Jul 22, 2026
Composition Wealth, LLC History No change 7,203 1,142 0.01% 0.01% 831 0 0.0% Q2 2026 Jul 22, 2026
Gratus Wealth Advisors, LLC History No change 7,183 1,139 0.14% 0.14% 832 0 0.0% Q2 2026 Jul 20, 2026
Luminist Capital LLC History No change 7,387 1,136 1.28% 1.28% 833 0 0.0% Q2 2026 Aug 07, 2026
Ledyard National Bank History No change 7,134 1,131 0.09% 0.09% 834 0 0.0% Q2 2026 Jul 16, 2026
Parallel Advisors, LLC History No change 7,115 1,128 0.02% 0.02% 835 0 0.0% Q2 2026 Aug 05, 2026
Mezzasalma Advisors, LLC History No change 7,098 1,126 0.23% 0.23% 836 0 0.0% Q2 2026 Aug 10, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 7,000 1,111 0.51% 0.51% 837 0 0.0% Q2 2026 Jul 16, 2026
Guardian Partners Inc. History No change 7,000 1,110 0.1% 0.1% 838 0 0.0% Q2 2026 Jul 29, 2026
Greenland Capital Management LP History No change 7,000 1,110 0.14% 0.14% 839 0 0.0% Q2 2026 Aug 12, 2026
Connective Portfolio Management, LLC History No change 7,000 1,110 1.85% 1.85% 840 0 0.0% Q2 2026 Jul 07, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 6,952 1,103 0.22% 0.22% 841 0 0.0% Q2 2026 Jul 22, 2026
Keystone Financial Group History No change 6,944 1,101 0.07% 0.07% 842 0 0.0% Q2 2026 Jul 29, 2026
First Citizens Financial Corp History Added to 6,533 1,100 0.46% 0.43% 843 +123 1.92% Q3 2026 Oct 02, 2026
Clare Market Investments LLC History No change 6,938 1,100 0.2% 0.2% 844 0 0.0% Q2 2026 Jul 27, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 6,914 1,096 0.19% 0.19% 845 0 0.0% Q2 2026 Jul 09, 2026
FIRST NATIONAL BANK OF OMAHA History No change 6,810 1,088 0.03% 0.03% 846 0 0.0% Q2 2026 Aug 07, 2026
Sage Capital Management, LLC History No change 6,857 1,088 0.42% 0.42% 847 0 0.0% Q2 2026 Jul 20, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 6,852 1,087 0.07% 0.07% 848 0 0.0% Q2 2026 Aug 03, 2026
Asset One Wealth Management LLC History No change 6,868 1,087 0.11% 0.11% 849 0 0.0% Q2 2026 Aug 13, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 6,836 1,084 0.13% 0.13% 850 0 0.0% Q2 2026 Aug 13, 2026
Milestone Asset Management Group, LLC History No change 6,822 1,082 0.54% 0.54% 851 0 0.0% Q2 2026 Jul 30, 2026
Essex Financial Services, Inc. History No change 6,820 1,081 0.05% 0.05% 852 0 0.0% Q2 2026 Aug 10, 2026
MKT Advisors LLC History No change 6,561 1,078 0.33% 0.33% 853 0 0.0% Q2 2026 Jul 09, 2026
E&G Advisors, LLC History No change 6,780 1,075 0.21% 0.21% 854 0 0.0% Q2 2026 Jul 23, 2026
MMA ASSET MANAGEMENT LLC History No change 6,774 1,074 0.34% 0.34% 855 0 0.0% Q2 2026 Aug 04, 2026
Cox Capital Mgt LLC History No change 6,762 1,072 0.6% 0.6% 856 0 0.0% Q2 2026 Jul 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 6,747 1,070 0.24% 0.24% 857 0 0.0% Q2 2026 Jul 07, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 6,700 1,063 0.06% 0.06% 858 0 0.0% Q2 2026 Jul 24, 2026
Providence Capital Advisors, LLC History No change 6,644 1,054 0.16% 0.16% 859 0 0.0% Q2 2026 Aug 11, 2026
Stonebridge Financial Planning Group, LLC History No change 6,645 1,054 0.34% 0.34% 860 0 0.0% Q2 2026 Jul 31, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,637 1,052 0.01% 0.01% 861 0 0.0% Q2 2026 Sep 23, 2026
Milestones Private Investment Advisors LLC History No change 6,624 1,050 0.84% 0.84% 862 0 0.0% Q2 2026 Jul 24, 2026
Cypress Capital Management LLC (WY) History No change 6,612 1,049 0.88% 0.88% 863 0 0.0% Q2 2026 Aug 06, 2026
Horizon Family Wealth, Inc. History No change 6,603 1,047 0.48% 0.48% 864 0 0.0% Q2 2026 Aug 11, 2026
CARRET ASSET MANAGEMENT, LLC History No change 6,585 1,044 0.09% 0.09% 865 0 0.0% Q2 2026 Aug 04, 2026
Providence First Trust Co History No change 6,571 1,042 0.29% 0.29% 866 0 0.0% Q2 2026 Jul 27, 2026
Sherman Asset Management, Inc. History No change 6,571 1,042 0.81% 0.81% 867 0 0.0% Q2 2026 Aug 05, 2026
XY Planning Network, Inc. History No change 6,564 1,041 0.13% 0.13% 868 0 0.0% Q2 2026 Jul 14, 2026
Independent Advisor Alliance History No change 6,528 1,035 0.02% 0.02% 869 0 0.0% Q2 2026 Aug 12, 2026
VICTORY FINANCIAL GROUP, LLC History No change 6,524 1,035 0.11% 0.11% 870 0 0.0% Q2 2026 Jul 28, 2026
Ethos Financial Group, LLC History No change 6,224 1,034 0.07% 0.07% 871 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Group, LLC History No change 6,427 1,019 0.03% 0.03% 872 0 0.0% Q2 2026 Aug 05, 2026
LPWM LLC History No change 6,421 1,018 0.23% 0.23% 873 0 0.0% Q2 2026 Jul 24, 2026
Thrive Capital Management, LLC History No change 6,386 1,013 0.19% 0.19% 874 0 0.0% Q2 2026 Aug 05, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 6,353 1,007 0.39% 0.39% 875 0 0.0% Q2 2026 Jul 30, 2026
Fearless Solutions, LLC dba Best Invest History No change 6,353 1,007 0.53% 0.53% 876 0 0.0% Q2 2026 Jul 21, 2026
Quadrant Private Wealth Management, LLC History No change 6,331 1,004 0.22% 0.22% 877 0 0.0% Q2 2026 Jul 30, 2026
McHugh Group, LLC History No change 6,322 1,003 0.51% 0.51% 878 0 0.0% Q2 2026 Jul 16, 2026
Venture Visionary Partners LLC History No change 6,298 999 0.03% 0.03% 879 0 0.0% Q2 2026 Jul 27, 2026
OPINICUS CAPITAL, INC. History No change 6,284 996 0.53% 0.53% 880 0 0.0% Q2 2026 Jul 27, 2026
Pines Wealth Management, LLC History No change 6,257 992 0.29% 0.29% 881 0 0.0% Q2 2026 Jul 22, 2026
Financial Partners Group, Inc History No change 6,208 984 0.1% 0.1% 882 0 0.0% Q2 2026 Jul 23, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 6,201 983 0.05% 0.05% 883 0 0.0% Q2 2026 Jul 20, 2026
NOVEM GROUP History No change 6,170 978 0.1% 0.1% 884 0 0.0% Q2 2026 Jul 21, 2026
Mission Creek Capital Partners, Inc. History No change 6,163 977 0.17% 0.17% 885 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Strategies, LLC History No change 6,154 976 0.15% 0.15% 886 0 0.0% Q2 2026 Jul 21, 2026
Cambria Investment Management, L.P. History No change 6,147 975 0.05% 0.05% 887 0 0.0% Q2 2026 Aug 14, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 6,139 974 0.11% 0.11% 888 0 0.0% Q2 2026 Aug 03, 2026
WESBANCO BANK INC History No change 6,101 967 0.02% 0.02% 889 0 0.0% Q2 2026 Jul 28, 2026
Aptus Capital Advisors, LLC History No change 6,078 964 0.01% 0.01% 890 0 0.0% Q2 2026 Aug 12, 2026
Montis Financial, LLC History No change 6,064 962 0.2% 0.2% 891 0 0.0% Q2 2026 Aug 05, 2026
Visionary Wealth Advisors History No change 6,047 959 0.04% 0.04% 892 0 0.0% Q2 2026 Aug 13, 2026
Laurel Wealth Advisors LLC History No change 6,039 958 0.09% 0.09% 893 0 0.0% Q2 2026 Jul 17, 2026
Oakmont Advisory Group, LLC History No change 6,044 958 0.8% 0.8% 894 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth Management, LLC History No change 6,035 957 0.04% 0.04% 895 0 0.0% Q2 2026 Jul 22, 2026
Legacy Private Trust Co. History Reduced 5,680 956 0.05% 0.05% 896 -15 -0.26% Q3 2026 Oct 06, 2026
SCS Capital Management LLC History No change 6,021 955 0.01% 0.01% 897 0 0.0% Q2 2026 Aug 06, 2026
SouthState Bank Corp History No change 6,012 953 0.04% 0.04% 898 0 0.0% Q2 2026 Aug 06, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 6,006 952 0.16% 0.16% 899 0 0.0% Q2 2026 Aug 14, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 6,000 951 0.34% 0.34% 900 0 0.0% Q2 2026 Jul 21, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 5,975 947 0.14% 0.14% 901 0 0.0% Q2 2026 Aug 07, 2026
Compound Planning, Inc. History No change 5,953 944 0.02% 0.02% 902 0 0.0% Q2 2026 Aug 04, 2026
Spartan Wealth Advisory Services LLC History No change 5,955 944 0.08% 0.08% 903 0 0.0% Q2 2026 Aug 05, 2026
WHALEROCK POINT PARTNERS, LLC History No change 5,933 941 0.16% 0.16% 904 0 0.0% Q2 2026 Aug 13, 2026
Tyche Wealth Partners LLC History No change 5,936 941 0.13% 0.13% 905 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 5,926 940 0.09% 0.09% 906 0 0.0% Q2 2026 Jul 22, 2026
EQUITABLE TRUST CO History No change 5,909 937 0.04% 0.04% 907 0 0.0% Q2 2026 Jul 23, 2026
JBR Co Financial Management Inc History No change 5,893 934 0.34% 0.34% 908 0 0.0% Q2 2026 Jul 09, 2026
Tradition Wealth Management, LLC History No change 5,877 932 0.06% 0.06% 909 0 0.0% Q2 2026 Aug 11, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 5,867 930 0.06% 0.06% 910 0 0.0% Q2 2026 Aug 07, 2026
L & S Advisors Inc History No change 5,865 930 0.1% 0.1% 911 0 0.0% Q2 2026 Aug 12, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 5,829 924 0.13% 0.13% 912 0 0.0% Q2 2026 Aug 12, 2026
Shum Financial Group, Inc. History No change 5,814 922 0.56% 0.56% 913 0 0.0% Q2 2026 Jul 22, 2026
Beaumont Financial Advisors, LLC History No change 5,807 921 0.06% 0.06% 914 0 0.0% Q2 2026 Aug 04, 2026
Affiance Financial, LLC History No change 5,721 907 0.13% 0.13% 915 0 0.0% Q2 2026 Jul 09, 2026
ARROW FINANCIAL CORP History No change 5,712 906 0.08% 0.08% 916 0 0.0% Q2 2026 Jul 31, 2026
Cassaday & Co Wealth Management LLC History No change 5,708 905 0.02% 0.02% 917 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5,692 903 0.04% 0.04% 918 0 0.0% Q2 2026 Jul 28, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 5,687 902 0.05% 0.05% 919 0 0.0% Q2 2026 Aug 10, 2026
M.E. ALLISON & CO., INC. History No change 5,686 902 0.52% 0.52% 920 0 0.0% Q2 2026 Jul 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 5,691 902 0.04% 0.04% 921 0 0.0% Q2 2026 Jul 27, 2026
BOKF, NA History No change 5,678 900 0.01% 0.01% 922 0 0.0% Q2 2026 Aug 10, 2026
Altura Wealth Advisors Inc. History No change 5,668 899 0.3% 0.3% 923 0 0.0% Q2 2026 Jul 22, 2026
GenTrust, LLC History No change 5,634 893 0.03% 0.03% 924 0 0.0% Q2 2026 Aug 06, 2026
Voya Financial Advisors, Inc. History No change 5,548 891 0.08% 0.08% 925 0 0.0% Q2 2026 Aug 12, 2026
Rise Advisors, LLC History No change 5,611 890 0.25% 0.25% 926 0 0.0% Q2 2026 Jul 10, 2026
Chicago Partners Investment Group LLC History No change 5,510 889 0.02% 0.02% 927 0 0.0% Q2 2026 Jul 29, 2026
Navis Wealth Advisors, LLC History No change 5,607 889 0.34% 0.34% 928 0 0.0% Q2 2026 Aug 14, 2026
Forum Financial Management, LP History No change 5,597 888 0.01% 0.01% 929 0 0.0% Q2 2026 Jul 23, 2026
KELLY FINANCIAL GROUP LLC History No change 5,549 880 0.2% 0.2% 930 0 0.0% Q2 2026 Jul 14, 2026
ACIMA PRIVATE WEALTH, LLC History No change 5,228 880 0.26% 0.24% 931 0 0.0% Q3 2026 Oct 05, 2026
FIRST NATIONAL TRUST CO History No change 5,538 878 0.03% 0.03% 932 0 0.0% Q2 2026 Jul 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 5,530 877 0.0% 0.0% 933 0 0.0% Q2 2026 Aug 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 5,488 870 0.15% 0.15% 934 0 0.0% Q2 2026 Aug 10, 2026
Acorns Advisers, LLC History No change 5,450 865 0.01% 0.01% 935 0 0.0% Q2 2026 Aug 14, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 5,455 865 0.33% 0.33% 936 0 0.0% Q2 2026 Jul 09, 2026
Vilga Financial Planning LLC History No change 5,454 865 0.66% 0.66% 937 0 0.0% Q2 2026 Jul 09, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 5,374 865 0.1% 0.1% 938 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 5,451 864 0.07% 0.07% 939 0 0.0% Q2 2026 Jul 28, 2026
Meridian Wealth Advisors, LLC History No change 5,449 864 0.1% 0.1% 940 0 0.0% Q2 2026 Aug 14, 2026
Empower Advisory Group, LLC History No change 5,450 864 0.0% 0.0% 941 0 0.0% Q2 2026 Aug 12, 2026
17 CAPITAL PARTNERS, LLC History No change 5,405 857 0.39% 0.39% 942 0 0.0% Q2 2026 Aug 06, 2026
JTC Employer Solutions Trustee Ltd History No change 5,400 857 0.07% 0.07% 943 0 0.0% Q2 2026 Jul 31, 2026
Financial Engines Advisors L.L.C. History No change 5,335 846 0.0% 0.0% 944 0 0.0% Q2 2026 Aug 14, 2026
Roble, Belko & Company, Inc History No change 5,324 845 0.09% 0.09% 945 0 0.0% Q2 2026 Jul 24, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History No change 5,326 845 0.57% 0.57% 946 0 0.0% Q2 2026 Jul 10, 2026
Narwhal Capital Management History No change 5,315 843 0.06% 0.06% 947 0 0.0% Q2 2026 Jul 24, 2026
WORLD EQUITY GROUP, INC. History No change 5,301 841 0.19% 0.19% 948 0 0.0% Q2 2026 Jul 09, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 5,300 840 0.01% 0.01% 949 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 5,293 839 0.01% 0.01% 950 0 0.0% Q2 2026 Aug 06, 2026
KFA Private Wealth Group, LLC History No change 5,223 828 0.2% 0.2% 951 0 0.0% Q2 2026 Jul 28, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 5,210 826 0.11% 0.11% 952 0 0.0% Q2 2026 Jul 22, 2026
Agate Pass Investment Management, LLC History No change 5,180 821 0.3% 0.3% 953 0 0.0% Q2 2026 Jul 08, 2026
FIRST MANHATTAN CO. LLC. History No change 5,158 818 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 14, 2026
CHATHAM CAPITAL GROUP, INC. History No change 5,160 818 0.1% 0.1% 955 0 0.0% Q2 2026 Jul 10, 2026
IMA Advisory Services, Inc. History No change 5,153 817 0.05% 0.05% 956 0 0.0% Q2 2026 Aug 10, 2026
Insight Wealth Partners, LLC History No change 5,101 809 0.11% 0.11% 957 0 0.0% Q2 2026 Aug 06, 2026
Ellis Investment Partners, LLC History No change 5,101 809 0.12% 0.12% 958 0 0.0% Q2 2026 Aug 05, 2026
STABLEFORD CAPITAL II LLC History No change 5,090 807 0.28% 0.28% 959 0 0.0% Q2 2026 Jul 06, 2026
FIRST CITIZENS BANK & TRUST CO History No change 5,075 805 0.01% 0.01% 960 0 0.0% Q2 2026 Jul 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 5,078 805 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 06, 2026
Hills Bank & Trust Co History No change 5,077 805 0.03% 0.03% 962 0 0.0% Q2 2026 Aug 10, 2026
BCS Wealth Management History No change 5,060 802 0.14% 0.14% 963 0 0.0% Q2 2026 Jul 16, 2026
Advocate Investing Services LLC History No change 5,040 799 0.62% 0.62% 964 0 0.0% Q2 2026 Jul 28, 2026
Aberdeen Wealth Management LLC History No change 5,026 797 0.38% 0.38% 965 0 0.0% Q2 2026 Aug 13, 2026
Kagan Cocozza Asset Management History No change 5,019 796 0.5% 0.5% 966 0 0.0% Q2 2026 Aug 06, 2026
GAMCO INVESTORS, INC. ET AL History No change 5,000 793 0.01% 0.01% 967 0 0.0% Q2 2026 Aug 12, 2026
Broyhill Asset Management, LLC History No change 5,000 793 0.71% 0.71% 968 0 0.0% Q2 2026 Aug 04, 2026
Quarry LP History No change 4,985 790 0.07% 0.07% 969 0 0.0% Q2 2026 Aug 14, 2026
COFG Advisors, LLC History No change 4,977 789 0.14% 0.14% 970 0 0.0% Q2 2026 Aug 14, 2026
Blue Chip Partners, LLC History No change 4,935 782 0.05% 0.05% 971 0 0.0% Q2 2026 Aug 14, 2026
CONDOR CAPITAL MANAGEMENT History No change 4,917 780 0.06% 0.06% 972 0 0.0% Q2 2026 Aug 12, 2026
First National Bank of Hutchinson History No change 4,912 779 0.43% 0.43% 973 0 0.0% Q2 2026 Aug 03, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 4,894 776 0.41% 0.41% 974 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 4,936 776 0.14% 0.14% 975 0 0.0% Q2 2026 Aug 04, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,866 772 0.12% 0.12% 976 0 0.0% Q2 2026 Aug 07, 2026
DT Investment Partners, LLC History No change 4,848 769 0.06% 0.06% 977 0 0.0% Q2 2026 Jul 27, 2026
DLK Investment Management, LLC History No change 5,259 766 0.33% 0.33% 978 0 0.0% Q2 2026 Jul 14, 2026
Institute for Wealth Management, LLC. History No change 4,808 762 0.07% 0.07% 979 0 0.0% Q2 2026 Jul 28, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 4,808 762 0.09% 0.09% 980 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 4,797 761 0.1% 0.1% 981 0 0.0% Q2 2026 Aug 14, 2026
Curbstone Financial Management Corp History No change 4,780 758 0.13% 0.13% 982 0 0.0% Q2 2026 Jul 14, 2026
Biltmore Family Office, LLC History No change 4,781 758 0.1% 0.1% 983 0 0.0% Q2 2026 Aug 12, 2026
Arrowroot Family Office, LLC History No change 4,778 758 0.22% 0.22% 984 0 0.0% Q2 2026 Aug 06, 2026
Asset Management One Co., Ltd. History No change 4,771 756 0.0% 0.0% 985 0 0.0% Q2 2026 Jul 28, 2026
RATIONAL ADVISORS, INC. History No change 4,758 754 0.07% 0.07% 986 0 0.0% Q2 2026 Jul 24, 2026
Cassady Wealth & Retirement Planning, LLC History No change 4,756 754 0.35% 0.35% 987 0 0.0% Q2 2026 Jul 24, 2026
Archford Capital Strategies, LLC History No change 4,727 749 0.08% 0.08% 988 0 0.0% Q2 2026 Jul 17, 2026
APS Management Group, Inc. History No change 4,705 746 0.57% 0.57% 989 0 0.0% Q2 2026 Jul 10, 2026
Nuveen, LLC History No change 4,697 745 0.0% 0.0% 990 0 0.0% Q2 2026 Aug 11, 2026
Core Wealth Partners LLC History No change 4,697 745 0.32% 0.32% 991 0 0.0% Q2 2026 Jul 17, 2026
FRANKLIN RESOURCES INC History No change 4,666 740 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 13, 2026
Pilgrim Partners Asia Pte Ltd History No change 4,670 740 0.32% 0.32% 993 0 0.0% Q2 2026 Jul 29, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 4,633 735 0.05% 0.05% 994 0 0.0% Q2 2026 Jul 20, 2026
Elmwood Wealth Management, Inc. History No change 4,629 734 0.18% 0.18% 995 0 0.0% Q2 2026 Jul 07, 2026
WASHINGTON TRUST Co History No change 4,625 733 0.02% 0.02% 996 0 0.0% Q2 2026 Aug 03, 2026
Independence Bank of Kentucky History No change 4,620 733 0.08% 0.08% 997 0 0.0% Q2 2026 Jul 13, 2026
BAYBAN History No change 4,604 730 0.56% 0.56% 998 0 0.0% Q2 2026 Jul 30, 2026
DOLIVER ADVISORS, LP History Reduced 4,329 729 0.16% 0.38% 999 -6,144 -58.67% Q3 2026 Oct 01, 2026
Calamos Wealth Management LLC History No change 4,600 729 0.02% 0.02% 1000 0 0.0% Q2 2026 Jul 31, 2026
STG SECURITIES, LLC History No change 4,600 729 0.05% 0.05% 1001 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF OKLAHOMA History No change 4,591 728 0.19% 0.19% 1002 0 0.0% Q2 2026 Jul 14, 2026
Ring Mountain Capital, LLC History No change 4,589 728 0.31% 0.31% 1003 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 4,583 727 0.03% 0.03% 1004 0 0.0% Q2 2026 Aug 12, 2026
Kessler Investment Group, LLC History No change 4,578 726 0.31% 0.31% 1005 0 0.0% Q2 2026 Jul 13, 2026
F/m Investments LLC History No change 4,562 723 0.04% 0.04% 1006 0 0.0% Q2 2026 Aug 05, 2026
Alta Wealth Advisors LLC History No change 4,537 719 0.19% 0.19% 1007 0 0.0% Q2 2026 Jul 30, 2026
Buck Wealth Strategies, LLC History No change 4,527 718 0.08% 0.08% 1008 0 0.0% Q2 2026 Jul 30, 2026
Man Group plc History No change 4,522 717 0.0% 0.0% 1009 0 0.0% Q2 2026 Aug 14, 2026
DEARBORN PARTNERS LLC History No change 4,883 715 0.04% 0.04% 1010 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 4,482 711 0.16% 0.16% 1011 0 0.0% Q2 2026 Aug 05, 2026
Sovran Advisors, LLC History No change 4,247 710 0.05% 0.05% 1012 0 0.0% Q2 2026 Jul 29, 2026
Tenzing Financial LLC History No change 4,368 707 0.49% 0.49% 1013 0 0.0% Q2 2026 Jul 09, 2026
MONETARY MANAGEMENT GROUP INC History No change 4,450 706 0.15% 0.15% 1014 0 0.0% Q2 2026 Aug 12, 2026
Advisors Capital Management, LLC History No change 4,445 705 0.01% 0.01% 1015 0 0.0% Q2 2026 Aug 11, 2026
Strait & Sound Wealth Management LLC History No change 4,448 705 0.25% 0.25% 1016 0 0.0% Q2 2026 Aug 17, 2026
Gilliland Jeter Wealth Management LLC History No change 4,426 702 0.18% 0.18% 1017 0 0.0% Q2 2026 Jul 29, 2026
Bullock Wealth Management Group History No change 4,388 700 0.3% 0.3% 1018 0 0.0% Q2 2026 Aug 19, 2026
Aries Wealth Management History No change 4,394 697 0.14% 0.14% 1019 0 0.0% Q2 2026 Jul 24, 2026
Strategic Financial Concepts, LLC History No change 4,398 697 0.21% 0.21% 1020 0 0.0% Q2 2026 Jul 27, 2026
Keudell/Morrison Wealth Management History No change 4,372 693 0.13% 0.13% 1021 0 0.0% Q2 2026 Jul 15, 2026
Balboa Wealth Partners History No change 4,353 690 0.09% 0.09% 1022 0 0.0% Q2 2026 Aug 10, 2026
Burford Brothers, Inc. History No change 4,342 688 0.25% 0.25% 1023 0 0.0% Q2 2026 Jul 28, 2026
Second Half Financial Partners, LLC History No change 4,330 686 0.28% 0.28% 1024 0 0.0% Q2 2026 Jul 16, 2026
WESPAC Advisors, LLC History No change 4,299 682 0.33% 0.33% 1025 0 0.0% Q2 2026 Aug 10, 2026
Greenwich Wealth Management LLC History No change 4,280 679 0.02% 0.02% 1026 0 0.0% Q2 2026 Aug 12, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 4,269 677 0.22% 0.22% 1027 0 0.0% Q2 2026 Jul 16, 2026
SeaBridge Investment Advisors LLC History No change 4,256 675 0.1% 0.1% 1028 0 0.0% Q2 2026 Jul 17, 2026
Sun Group Wealth Partners History No change 4,248 673 0.46% 0.46% 1029 0 0.0% Q2 2026 Jul 23, 2026
Investor's Fiduciary Advisor Network, LLC History No change 4,239 672 0.23% 0.23% 1030 0 0.0% Q2 2026 Aug 13, 2026
Cove Private Wealth, LLC History No change 4,233 671 0.13% 0.13% 1031 0 0.0% Q2 2026 Jul 31, 2026
San Luis Wealth Advisors LLC History No change 4,224 670 0.1% 0.1% 1032 0 0.0% Q2 2026 Jul 16, 2026
Sequent Asset Management, LLC History No change 4,215 668 0.28% 0.28% 1033 0 0.0% Q2 2026 Jul 21, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 4,199 666 0.01% 0.01% 1034 0 0.0% Q2 2026 Aug 03, 2026
Verity Asset Management, Inc. History No change 4,190 664 0.25% 0.25% 1035 0 0.0% Q2 2026 Aug 13, 2026
Interchange Capital Partners, LLC History No change 4,183 663 0.12% 0.12% 1036 0 0.0% Q2 2026 Jul 20, 2026
Chicago Wealth Management, Inc. History No change 4,177 662 0.23% 0.23% 1037 0 0.0% Q2 2026 Aug 11, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 4,157 659 0.37% 0.37% 1038 0 0.0% Q2 2026 Aug 05, 2026
Quantbot Technologies LP History No change 4,145 657 0.03% 0.03% 1039 0 0.0% Q2 2026 Aug 12, 2026
FLC Capital Advisors History No change 4,140 656 0.11% 0.11% 1040 0 0.0% Q2 2026 Jul 20, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,135 656 0.01% 0.01% 1041 0 0.0% Q2 2026 Sep 23, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 4,130 655 0.16% 0.16% 1042 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 4,109 651 0.05% 0.05% 1043 0 0.0% Q2 2026 Aug 03, 2026
Tower Research Capital LLC (TRC) History No change 4,102 650 0.02% 0.02% 1044 0 0.0% Q2 2026 Aug 11, 2026
Waldron Private Wealth LLC History No change 4,097 650 0.02% 0.02% 1045 0 0.0% Q2 2026 Jul 20, 2026
Founders Financial Alliance, LLC History No change 4,100 650 0.09% 0.09% 1046 0 0.0% Q2 2026 Aug 04, 2026
BURKE & HERBERT BANK & TRUST CO History No change 4,088 648 0.16% 0.16% 1047 0 0.0% Q2 2026 Aug 07, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 4,065 645 0.17% 0.17% 1048 0 0.0% Q2 2026 Jul 16, 2026
Investment Partners Asset Management, Inc. History No change 4,044 641 0.36% 0.36% 1049 0 0.0% Q2 2026 Jul 24, 2026
FLP Wealth Management, LLC History No change 4,031 639 1.14% 1.14% 1050 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Capital, Inc. History No change 4,025 638 0.06% 0.06% 1051 0 0.0% Q2 2026 Aug 03, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 4,026 638 0.18% 0.18% 1052 0 0.0% Q2 2026 Jul 14, 2026
Wealth Advisory Solutions, LLC History No change 4,019 637 0.13% 0.13% 1053 0 0.0% Q2 2026 Jul 24, 2026
Napier Financial, LLC History No change 3,982 631 0.13% 0.13% 1054 0 0.0% Q2 2026 Jul 31, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 3,975 630 0.25% 0.25% 1055 0 0.0% Q2 2026 Aug 12, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 3,974 630 0.08% 0.08% 1056 0 0.0% Q2 2026 Aug 04, 2026
MFA WEALTH ADVISORS, LLC History No change 3,968 629 0.11% 0.11% 1057 0 0.0% Q2 2026 Jul 13, 2026
NICOLET BANKSHARES INC History No change 3,964 628 0.02% 0.02% 1058 0 0.0% Q2 2026 Aug 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 3,960 628 0.02% 0.02% 1059 0 0.0% Q2 2026 Aug 05, 2026
HORAN Wealth, LLC History No change 3,961 628 0.08% 0.08% 1060 0 0.0% Q2 2026 Aug 26, 2026
Karnit Road Accident Victims Compensation Fund History No change 3,962 628 0.36% 0.36% 1061 0 0.0% Q2 2026 Aug 03, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 3,950 626 0.03% 0.03% 1062 0 0.0% Q2 2026 Aug 14, 2026
WealthBridge Capital Management, LLC History No change 3,946 626 0.12% 0.12% 1063 0 0.0% Q2 2026 Jul 24, 2026
Allen Investment Management, LLC History No change 3,943 625 0.01% 0.01% 1064 0 0.0% Q2 2026 Aug 05, 2026
NWF Advisory Services Inc. History No change 3,898 618 0.06% 0.06% 1065 0 0.0% Q2 2026 Jul 29, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 3,893 617 0.53% 0.53% 1066 0 0.0% Q2 2026 Jul 14, 2026
Crewe Advisors LLC History No change 3,889 616 0.04% 0.04% 1067 0 0.0% Q2 2026 Jul 23, 2026
RPG Investment Advisory, LLC History No change 3,882 615 0.06% 0.06% 1068 0 0.0% Q2 2026 Aug 04, 2026
Key Client Fiduciary Advisors, LLC History No change 3,877 615 0.18% 0.18% 1069 0 0.0% Q2 2026 Jul 09, 2026
Cascades Capital Asset Management, LLC History No change 3,861 612 0.23% 0.23% 1070 0 0.0% Q2 2026 Aug 14, 2026
Clay Northam Wealth Management, LLC History No change 3,831 607 0.3% 0.3% 1071 0 0.0% Q2 2026 Aug 10, 2026
Allen Capital Group, LLC History No change 3,805 603 0.05% 0.05% 1072 0 0.0% Q2 2026 Jul 27, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 3,759 596 0.21% 0.21% 1073 0 0.0% Q2 2026 Jul 22, 2026
Lifeworks Advisors, LLC History No change 3,755 595 0.06% 0.06% 1074 0 0.0% Q2 2026 Aug 14, 2026
VCI Wealth Management LLC History No change 3,754 595 0.15% 0.15% 1075 0 0.0% Q2 2026 Aug 04, 2026
LYNCH & ASSOCIATES/IN History No change 3,744 594 0.1% 0.1% 1076 0 0.0% Q2 2026 Jul 13, 2026
Quadcap Wealth Management, LLC History No change 3,744 594 0.06% 0.06% 1077 0 0.0% Q2 2026 Jul 31, 2026
Sankala Group LLC History No change 3,492 594 0.4% 0.4% 1078 0 0.0% Q2 2026 Aug 18, 2026
Beaton Management Co. Inc. History No change 3,729 592 0.24% 0.24% 1079 0 0.0% Q2 2026 Aug 07, 2026
Lynx Investment Advisory History No change 3,725 591 0.19% 0.19% 1080 0 0.0% Q2 2026 Jul 27, 2026
Osbon Capital Management LLC History No change 3,718 589 0.46% 0.46% 1081 0 0.0% Q2 2026 Aug 13, 2026
RTD Financial Advisors, Inc. History No change 3,706 588 0.06% 0.06% 1082 0 0.0% Q2 2026 Jul 13, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 3,696 586 0.03% 0.03% 1083 0 0.0% Q2 2026 Jul 27, 2026
Patten Group, Inc. History No change 3,678 583 0.09% 0.09% 1084 0 0.0% Q2 2026 Aug 06, 2026
Pitcairn Wealth Advisors LLC History No change 3,675 583 0.06% 0.06% 1085 0 0.0% Q2 2026 Aug 10, 2026
Meridian Financial Advisors, LLC History No change 3,658 580 0.28% 0.28% 1086 0 0.0% Q2 2026 Jul 22, 2026
Granite Bay Wealth Management, LLC History No change 3,647 579 0.05% 0.05% 1087 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 3,642 577 0.0% 0.0% 1088 0 0.0% Q2 2026 Aug 12, 2026
STOCK YARDS BANK & TRUST CO History No change 3,636 576 0.02% 0.02% 1089 0 0.0% Q2 2026 Aug 19, 2026
Cannell & Spears LLC History No change 3,633 576 0.01% 0.01% 1090 0 0.0% Q2 2026 Aug 11, 2026
Compagnie Lombard Odier SCmA History No change 3,624 574 0.01% 0.01% 1091 0 0.0% Q2 2026 Jul 29, 2026
Trust Point Inc. History No change 3,620 574 0.05% 0.05% 1092 0 0.0% Q2 2026 Jul 08, 2026
Hyundai Investments Co., Ltd. History No change 3,566 573 0.62% 0.62% 1093 0 0.0% Q2 2026 Aug 14, 2026
ELCO Management Co., LLC History No change 3,611 572 0.25% 0.25% 1094 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 3,581 568 0.01% 0.01% 1095 0 0.0% Q2 2026 Aug 13, 2026
Clearview Wealth Management LLC History No change 3,583 568 0.37% 0.37% 1096 0 0.0% Q2 2026 Jul 13, 2026
Ascent Group, LLC History No change 3,574 567 0.02% 0.02% 1097 0 0.0% Q2 2026 Aug 03, 2026
Sage Investment Advisers LLC History No change 3,576 567 0.38% 0.38% 1098 0 0.0% Q2 2026 Jul 09, 2026
Bricktown Capital, LLC History No change 3,558 564 0.1% 0.1% 1099 0 0.0% Q2 2026 Jul 15, 2026
KPP Advisory Services LLC History No change 3,559 564 0.07% 0.07% 1100 0 0.0% Q2 2026 Jul 24, 2026
Y.D. More Investments Ltd History No change 3,553 563 0.02% 0.02% 1101 0 0.0% Q2 2026 Aug 05, 2026
Kaydan Wealth Management, Inc. History No change 3,549 563 0.17% 0.17% 1102 0 0.0% Q2 2026 Jul 24, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 3,543 562 0.05% 0.05% 1103 0 0.0% Q2 2026 Aug 05, 2026
Verdence Capital Advisors LLC History No change 3,540 561 0.03% 0.03% 1104 0 0.0% Q2 2026 Jul 29, 2026
Strategic Advisors LLC History No change 3,531 560 0.12% 0.12% 1105 0 0.0% Q2 2026 Jul 28, 2026
Wood Tarver Financial Group, LLC History No change 3,531 560 0.13% 0.13% 1106 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History No change 3,529 559 0.02% 0.02% 1107 0 0.0% Q2 2026 Jul 24, 2026
Slow Capital, Inc. History No change 3,529 559 0.07% 0.07% 1108 0 0.0% Q2 2026 Jul 22, 2026
FNY Investment Advisers, LLC History No change 3,511 557 0.2% 0.2% 1109 0 0.0% Q2 2026 Jul 08, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 3,508 556 0.07% 0.07% 1110 0 0.0% Q2 2026 Aug 14, 2026
Advisors Preferred, LLC History No change 3,400 556 0.09% 0.09% 1111 0 0.0% Q2 2026 Aug 11, 2026
Paragon Private Wealth Management, LLC History No change 3,510 556 0.15% 0.15% 1112 0 0.0% Q2 2026 Jul 28, 2026
Praxis Capital Management LLC History No change 3,500 555 0.88% 0.88% 1113 0 0.0% Q2 2026 Jul 22, 2026
PURSUE WEALTH PARTNERS LLC History No change 3,500 555 0.31% 0.31% 1114 0 0.0% Q2 2026 Aug 07, 2026
Bison Wealth, LLC History No change 3,426 554 0.05% 0.05% 1115 0 0.0% Q2 2026 Jul 07, 2026
Eley Financial Management, Inc History No change 3,476 551 0.18% 0.18% 1116 0 0.0% Q2 2026 Aug 11, 2026
WJ Financial Advisors LLC History No change 3,452 547 0.4% 0.4% 1117 0 0.0% Q2 2026 Aug 13, 2026
HAMILTON CAPITAL PARTNERS, LLC History No change 3,447 546 0.16% 0.16% 1118 0 0.0% Q2 2026 Jul 20, 2026
Global Assets Advisory, LLC History No change 3,419 543 0.12% 0.12% 1119 0 0.0% Q2 2026 Jul 27, 2026
WEALTHGARDEN F.S. LLC History No change 3,425 543 0.31% 0.31% 1120 0 0.0% Q2 2026 Jul 31, 2026
United Advisor Group, LLC History No change 3,415 541 0.06% 0.06% 1121 0 0.0% Q2 2026 Jul 29, 2026
Pure Financial Advisors, LLC History No change 3,407 540 0.01% 0.01% 1122 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 3,404 540 0.01% 0.01% 1123 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY TRUST CO History No change 3,366 534 0.01% 0.01% 1124 0 0.0% Q2 2026 Aug 13, 2026
Bryn Mawr Trust Advisors, LLC History No change 3,349 531 0.02% 0.02% 1125 0 0.0% Q2 2026 Aug 03, 2026
Essex Bank History No change 3,338 529 0.11% 0.11% 1126 0 0.0% Q2 2026 Jul 23, 2026
GK Wealth Management LLC History No change 3,325 527 0.28% 0.28% 1127 0 0.0% Q2 2026 Jul 07, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 3,309 525 0.36% 0.36% 1128 0 0.0% Q2 2026 Jul 15, 2026
Marks Group Wealth Management, Inc History No change 3,308 524 0.05% 0.05% 1129 0 0.0% Q2 2026 Jul 27, 2026
Cane Capital Partners, LLC History No change 3,300 523 0.21% 0.21% 1130 0 0.0% Q2 2026 Aug 05, 2026
Bragg Financial Advisors, Inc History No change 3,285 521 0.01% 0.01% 1131 0 0.0% Q2 2026 Aug 12, 2026
GSA CAPITAL PARTNERS LLP History No change 3,279 520 0.03% 0.03% 1132 0 0.0% Q2 2026 Aug 06, 2026
tru Independence LLC History No change 3,277 519 0.23% 0.23% 1133 0 0.0% Q2 2026 Aug 10, 2026
Ballast Rock Private Wealth LLC History No change 3,275 519 0.24% 0.24% 1134 0 0.0% Q2 2026 Aug 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 3,226 511 0.02% 0.02% 1135 0 0.0% Q2 2026 Aug 04, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 3,220 510 0.0% 0.0% 1136 0 0.0% Q2 2026 Aug 14, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 3,211 509 0.01% 0.01% 1137 0 0.0% Q2 2026 Jul 20, 2026
Bouchey Financial Group, Ltd. History No change 3,198 507 0.03% 0.03% 1138 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 3,193 506 0.04% 0.04% 1139 0 0.0% Q2 2026 Jul 07, 2026
Legacy Capital Group California, Inc. History No change 3,191 506 0.15% 0.15% 1140 0 0.0% Q2 2026 Jul 29, 2026
Cedar Wealth Management, LLC History No change 3,178 504 0.13% 0.13% 1141 0 0.0% Q2 2026 Aug 12, 2026
Sound Income Strategies, LLC History No change 3,180 504 0.02% 0.02% 1142 0 0.0% Q2 2026 Jul 20, 2026
Stirlingshire Investments, Inc. History No change 3,182 504 0.37% 0.37% 1143 0 0.0% Q2 2026 Jul 31, 2026
Alpha Wealth Funds, LLC History No change 3,178 504 0.27% 0.27% 1144 0 0.0% Q2 2026 Aug 10, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 3,179 504 0.26% 0.26% 1145 0 0.0% Q2 2026 Jul 20, 2026
Advisory Solutions Group, LLC History No change 3,174 503 0.17% 0.17% 1146 0 0.0% Q2 2026 Jul 29, 2026
Vertex Planning Partners, LLC History No change 3,165 502 0.07% 0.07% 1147 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 3,161 501 0.01% 0.01% 1148 0 0.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History No change 3,162 501 0.01% 0.01% 1149 0 0.0% Q2 2026 Aug 03, 2026
Portfolio Resources Advisor Group, Inc. History No change 3,143 498 0.42% 0.42% 1150 0 0.0% Q2 2026 Jul 29, 2026
Fortis Advisors, LLC History No change 3,125 495 0.23% 0.23% 1151 0 0.0% Q2 2026 Aug 13, 2026
1900 WEALTH MANAGEMENT LLC History No change 3,123 495 0.03% 0.03% 1152 0 0.0% Q2 2026 Aug 04, 2026
SAPIENT CAPITAL LLC History No change 3,108 493 0.01% 0.01% 1153 0 0.0% Q2 2026 Jul 09, 2026
SkyOak Wealth, LLC History No change 3,107 492 0.08% 0.08% 1154 0 0.0% Q2 2026 Jul 30, 2026
Stone Wealth Partners History No change 3,097 491 0.36% 0.36% 1155 0 0.0% Q2 2026 Jul 16, 2026
Gallagher Fiduciary Advisors, LLC History No change 3,091 490 0.02% 0.02% 1156 0 0.0% Q2 2026 Aug 14, 2026
SOA Wealth Advisors, LLC. History No change 77,358 490 0.08% 0.08% 1157 0 0.0% Q2 2026 Jul 21, 2026
Millstone Evans Group, LLC History No change 3,094 490 0.27% 0.27% 1158 0 0.0% Q2 2026 Aug 11, 2026
ATX Financial Planning, LLC History No change 3,092 490 0.32% 0.32% 1159 0 0.0% Q2 2026 Aug 20, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 3,088 489 0.03% 0.03% 1160 0 0.0% Q2 2026 Aug 07, 2026
Costello Asset Management, INC History No change 3,087 489 0.15% 0.15% 1161 0 0.0% Q2 2026 Jul 28, 2026
Regent Peak Wealth Advisors LLC History No change 3,084 489 0.09% 0.09% 1162 0 0.0% Q2 2026 Jul 10, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 3,067 486 0.1% 0.1% 1163 0 0.0% Q2 2026 Jul 10, 2026
Directional Asset Management History No change 3,069 486 0.41% 0.41% 1164 0 0.0% Q2 2026 Jul 24, 2026
IFC Advisors LLC History No change 3,061 485 0.06% 0.06% 1165 0 0.0% Q2 2026 Aug 05, 2026
Mesirow Financial Investment Management, Inc. History No change 3,045 483 0.01% 0.01% 1166 0 0.0% Q2 2026 Jul 22, 2026
Lodestone Wealth Management LLC History No change 3,029 480 0.17% 0.17% 1167 0 0.0% Q2 2026 Jul 23, 2026
CPWA, LLC History No change 3,030 480 0.56% 0.56% 1168 0 0.0% Q2 2026 Jul 30, 2026
SeaCrest Wealth Management, LLC History No change 3,022 479 0.05% 0.05% 1169 0 0.0% Q2 2026 Jul 09, 2026
AA Financial Advisors, LLC History No change 3,015 478 0.06% 0.06% 1170 0 0.0% Q2 2026 Jul 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 3,000 475 0.0% 0.0% 1171 0 0.0% Q2 2026 Aug 10, 2026
Fulcrum Capital LLC History No change 3,000 475 0.1% 0.1% 1172 0 0.0% Q2 2026 Jul 20, 2026
Facet Wealth, Inc. History No change 2,995 475 0.01% 0.01% 1173 0 0.0% Q2 2026 Jul 27, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,988 474 0.13% 0.13% 1174 0 0.0% Q2 2026 Jul 30, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 2,988 474 0.27% 0.27% 1175 0 0.0% Q2 2026 Jul 15, 2026
MEMBERS WEALTH LLC History No change 2,990 474 0.26% 0.26% 1176 0 0.0% Q2 2026 Jul 09, 2026
ADIRONDACK TRUST CO History No change 2,987 473 0.14% 0.14% 1177 0 0.0% Q2 2026 Jul 16, 2026
WESCAP Management Group, Inc. History No change 2,981 473 0.09% 0.09% 1178 0 0.0% Q2 2026 Aug 11, 2026
Private Capital Management, LLC History No change 2,978 472 0.04% 0.04% 1179 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 2,978 472 0.0% 0.0% 1180 0 0.0% Q2 2026 Aug 13, 2026
Summit Wealth Partners, LLC History No change 2,952 468 0.07% 0.07% 1181 0 0.0% Q2 2026 Aug 03, 2026
First International Bank of Israel Ltd. History No change 2,955 468 0.13% 0.13% 1182 0 0.0% Q2 2026 Aug 12, 2026
RDA Financial Network History No change 2,947 467 0.1% 0.1% 1183 0 0.0% Q2 2026 Jul 06, 2026
Stone Summit Wealth LLC History No change 2,945 467 0.12% 0.12% 1184 0 0.0% Q2 2026 Jul 23, 2026
SFG Wealth Management, LLC. History No change 2,947 467 0.17% 0.17% 1185 0 0.0% Q2 2026 Jul 22, 2026
WEST MICHIGAN ADVISORS, LLC History No change 2,942 466 0.09% 0.09% 1186 0 0.0% Q2 2026 Aug 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,936 465 0.01% 0.01% 1187 0 0.0% Q2 2026 Jul 14, 2026
ELEVATUS WELATH MANAGEMENT History No change 2,934 465 0.11% 0.11% 1188 0 0.0% Q2 2026 Aug 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 2,923 463 0.02% 0.02% 1189 0 0.0% Q2 2026 Jul 13, 2026
CHAPIN DAVIS, INC. History No change 2,914 462 0.08% 0.08% 1190 0 0.0% Q2 2026 Jul 07, 2026
Carr Financial Group Corp History No change 2,918 462 0.11% 0.11% 1191 0 0.0% Q2 2026 Aug 06, 2026
LexAurum Advisors, LLC History No change 2,906 461 0.05% 0.05% 1192 0 0.0% Q2 2026 Jul 15, 2026
TrustBank History No change 2,900 460 0.16% 0.16% 1193 0 0.0% Q2 2026 Jul 20, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 2,893 459 0.06% 0.06% 1194 0 0.0% Q2 2026 Jul 24, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,898 459 0.03% 0.03% 1195 0 0.0% Q2 2026 Aug 13, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 2,886 457 0.16% 0.16% 1196 0 0.0% Q2 2026 Aug 12, 2026
Keel Point, LLC History No change 2,886 457 0.03% 0.03% 1197 0 0.0% Q2 2026 Aug 14, 2026
Avestar Capital, LLC History No change 2,879 456 0.03% 0.03% 1198 0 0.0% Q2 2026 Jul 29, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 2,863 454 0.25% 0.25% 1199 0 0.0% Q2 2026 Jul 16, 2026
SBI Securities Co., Ltd. History No change 2,859 453 0.01% 0.01% 1200 0 0.0% Q2 2026 Jul 22, 2026
Samara Investment Management, LLC History No change 2,857 453 0.42% 0.42% 1201 0 0.0% Q2 2026 Aug 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,826 448 0.02% 0.02% 1202 0 0.0% Q2 2026 Jul 28, 2026
DDD Partners, LLC History No change 2,816 446 0.03% 0.03% 1203 0 0.0% Q2 2026 Aug 05, 2026
First Heartland Consultants, Inc. History No change 2,810 445 0.03% 0.03% 1204 0 0.0% Q2 2026 Jul 08, 2026
Joel Isaacson & Co., LLC History No change 2,805 445 0.01% 0.01% 1205 0 0.0% Q2 2026 Aug 04, 2026
Hardy Reed LLC History No change 2,808 445 0.03% 0.03% 1206 0 0.0% Q2 2026 Aug 03, 2026
J. Safra Sarasin Holding AG History No change 2,807 445 0.01% 0.01% 1207 0 0.0% Q2 2026 Jul 31, 2026
Insight Advisors, LLC/ PA History No change 2,803 444 0.08% 0.08% 1208 0 0.0% Q2 2026 Aug 05, 2026
Goelzer Investment Management, Inc. History No change 2,798 443 0.02% 0.02% 1209 0 0.0% Q2 2026 Jul 14, 2026
SAXON INTERESTS, INC. History No change 2,797 443 0.12% 0.12% 1210 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 2,790 442 0.02% 0.02% 1211 0 0.0% Q2 2026 Jul 28, 2026
Milestone Investment Advisors LLC History No change 2,785 441 0.1% 0.1% 1212 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History No change 2,740 440 0.01% 0.01% 1213 0 0.0% Q2 2026 Jul 13, 2026
Bolthouse Investments, LLC History No change 2,770 439 0.36% 0.36% 1214 0 0.0% Q2 2026 Aug 11, 2026
Pasadena Private Wealth, LLC History No change 2,764 438 0.06% 0.06% 1215 0 0.0% Q2 2026 Aug 10, 2026
Peak Financial Management, Inc. History No change 2,756 437 0.1% 0.1% 1216 0 0.0% Q2 2026 Jul 20, 2026
ArchPoint Investors History No change 2,750 436 0.09% 0.09% 1217 0 0.0% Q2 2026 Aug 13, 2026
VICUS CAPITAL History No change 2,747 435 0.03% 0.03% 1218 0 0.0% Q2 2026 Aug 05, 2026
Resurgent Financial Advisors LLC History No change 2,737 434 0.12% 0.12% 1219 0 0.0% Q2 2026 Aug 14, 2026
CRA Financial Services, LLC History No change 2,722 431 0.05% 0.05% 1220 0 0.0% Q2 2026 Jul 24, 2026
WAYSTONE ADVISORS LLC History No change 2,709 429 0.32% 0.32% 1221 0 0.0% Q2 2026 Jul 16, 2026
Valeo Financial Advisors, LLC History No change 2,694 427 0.01% 0.01% 1222 0 0.0% Q2 2026 Jul 08, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 2,687 426 0.03% 0.03% 1223 0 0.0% Q2 2026 Aug 05, 2026
NCM Capital Management, LLC History No change 2,683 425 0.13% 0.13% 1224 0 0.0% Q2 2026 Aug 14, 2026
Forefront Wealth Partners, LLC History No change 2,680 425 0.13% 0.13% 1225 0 0.0% Q2 2026 Aug 20, 2026
Aspen Investment Management Inc History No change 2,669 423 0.11% 0.11% 1226 0 0.0% Q2 2026 Jul 17, 2026
Measured Risk Portfolios, Inc. History No change 2,672 423 0.38% 0.38% 1227 0 0.0% Q2 2026 Aug 12, 2026
Highview Capital Management LLC/DE/ History No change 2,672 423 0.12% 0.12% 1228 0 0.0% Q2 2026 Aug 11, 2026
Ruggiero Investments, Inc. History No change 2,672 423 0.36% 0.36% 1229 0 0.0% Q2 2026 Aug 14, 2026
Empire Financial Management Company, LLC History No change 2,661 422 0.17% 0.17% 1230 0 0.0% Q2 2026 Aug 14, 2026
Collaborative Wealth Managment Inc. History No change 2,659 421 0.18% 0.18% 1231 0 0.0% Q2 2026 Aug 05, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 2,651 420 0.15% 0.15% 1232 0 0.0% Q2 2026 Jul 23, 2026
EVERETT HARRIS & CO /CA/ History No change 2,645 419 0.01% 0.01% 1233 0 0.0% Q2 2026 Aug 03, 2026
Community Bank, N.A. History No change 2,642 419 0.05% 0.05% 1234 0 0.0% Q2 2026 Aug 13, 2026
WT Wealth Management History No change 2,637 418 0.12% 0.12% 1235 0 0.0% Q2 2026 Jul 22, 2026
Sovereign Financial Group, Inc. History No change 2,640 418 0.06% 0.06% 1236 0 0.0% Q2 2026 Jul 24, 2026
Polaris Investment Advisors, LLC History No change 2,635 418 0.27% 0.27% 1237 0 0.0% Q2 2026 Jul 09, 2026
JACKSON SQUARE CAPITAL, LLC History No change 2,630 417 0.06% 0.06% 1238 0 0.0% Q2 2026 Jul 21, 2026
Heritage Wealth Advisors History No change 2,624 416 0.01% 0.01% 1239 0 0.0% Q2 2026 Aug 14, 2026
Madison Wealth Partners, Inc History No change 2,623 416 0.05% 0.05% 1240 0 0.0% Q2 2026 Aug 12, 2026
Brookwood Investment Group LLC History No change 2,622 416 0.05% 0.05% 1241 0 0.0% Q2 2026 Jul 23, 2026
Curi Capital, LLC History No change 2,621 415 0.01% 0.01% 1242 0 0.0% Q2 2026 Aug 14, 2026
United Bank History No change 2,617 415 0.13% 0.13% 1243 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 2,617 415 0.08% 0.08% 1244 0 0.0% Q2 2026 Jul 20, 2026
Southland Equity Partners LLC History No change 2,618 415 0.07% 0.07% 1245 0 0.0% Q2 2026 Jul 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 2,610 414 0.03% 0.03% 1246 0 0.0% Q2 2026 Aug 14, 2026
White Lighthouse Investment Management Inc. History No change 2,613 414 0.05% 0.05% 1247 0 0.0% Q2 2026 Aug 04, 2026
WEBSTER BANK, N. A. History No change 2,599 412 0.04% 0.04% 1248 0 0.0% Q2 2026 Jul 20, 2026
Summa Corp. History No change 2,600 412 0.13% 0.13% 1249 0 0.0% Q2 2026 Aug 06, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 2,603 412 0.33% 0.33% 1250 0 0.0% Q2 2026 Aug 06, 2026
NovaPoint Capital, LLC History No change 2,592 411 0.09% 0.09% 1251 0 0.0% Q2 2026 Aug 06, 2026
Z3 Capital Partners, LLC History No change 2,596 411 0.09% 0.09% 1252 0 0.0% Q2 2026 Jul 28, 2026
SHUFRO ROSE & CO LLC History No change 2,574 408 0.02% 0.02% 1253 0 0.0% Q2 2026 Aug 12, 2026
Disciplined Investors, L.L.C. History No change 2,560 406 0.2% 0.2% 1254 0 0.0% Q2 2026 Aug 11, 2026
BURNS J W & CO INC/NY History No change 2,549 404 0.04% 0.04% 1255 0 0.0% Q2 2026 Jul 15, 2026
LVW Advisors, LLC History No change 2,551 404 0.03% 0.03% 1256 0 0.0% Q2 2026 Jul 15, 2026
Atlanta Consulting Group Advisors, LLC History No change 2,552 404 0.06% 0.06% 1257 0 0.0% Q2 2026 Aug 14, 2026
Total Wealth Planning & Management, Inc. History No change 2,548 404 0.27% 0.27% 1258 0 0.0% Q2 2026 Jul 28, 2026
Acorn Wealth Advisors, LLC History No change 2,535 402 0.1% 0.1% 1259 0 0.0% Q2 2026 Jul 30, 2026
Reliant Investment Partners, LLC History No change 2,538 402 0.27% 0.27% 1260 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 2,380 400 0.01% 0.01% 1261 -187 -7.28% Q3 2026 Oct 05, 2026
Blue Fin Capital, Inc. History No change 2,526 400 0.06% 0.06% 1262 0 0.0% Q2 2026 Aug 04, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,524 400 0.05% 0.05% 1263 0 0.0% Q2 2026 Aug 14, 2026
Red Door Wealth Management, LLC History No change 2,514 398 0.04% 0.04% 1264 0 0.0% Q2 2026 Jul 13, 2026
IPG Investment Advisors LLC History No change 2,498 396 0.06% 0.06% 1265 0 0.0% Q2 2026 Aug 12, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 2,495 395 0.12% 0.12% 1266 0 0.0% Q2 2026 Jul 28, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 2,495 395 0.12% 0.12% 1267 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL TRUST Co History No change 2,488 394 0.01% 0.01% 1268 0 0.0% Q2 2026 Jul 31, 2026
Medallion Wealth Advisors, LLC History No change 2,481 394 0.12% 0.12% 1269 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History No change 2,478 393 0.03% 0.03% 1270 0 0.0% Q2 2026 Aug 13, 2026
Saxony Capital Management, LLC History No change 2,476 392 0.18% 0.18% 1271 0 0.0% Q2 2026 Jul 15, 2026
Fiduciary Alliance LLC History No change 2,475 392 0.03% 0.03% 1272 0 0.0% Q2 2026 Jul 20, 2026
Darden Wealth Group Inc History No change 2,473 392 0.16% 0.16% 1273 0 0.0% Q2 2026 Aug 06, 2026
Key FInancial Inc History No change 2,470 391 0.06% 0.06% 1274 0 0.0% Q2 2026 Jul 24, 2026
My Personal CFO, LLC History No change 2,466 391 0.15% 0.15% 1275 0 0.0% Q2 2026 Jul 21, 2026
Brindle & Bay Financial Advisors, LLC History No change 2,469 391 0.2% 0.2% 1276 0 0.0% Q2 2026 Jul 20, 2026
Anchor Bay Capital, Inc. History No change 2,322 391 0.21% 0.21% 1277 0 0.0% Q2 2026 Aug 11, 2026
Focused Wealth Management, Inc History No change 2,464 390 0.03% 0.03% 1278 0 0.0% Q2 2026 Aug 06, 2026
HMV Wealth Advisors, LLC History No change 2,458 389 0.15% 0.15% 1279 0 0.0% Q2 2026 Jul 13, 2026
Successful Portfolios LLC History No change 2,397 385 0.18% 0.18% 1280 0 0.0% Q2 2026 Jul 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 2,400 380 0.03% 0.03% 1281 0 0.0% Q2 2026 Jul 14, 2026
BlueSky Wealth Advisors, LLC History No change 2,394 379 0.04% 0.04% 1282 0 0.0% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History No change 2,392 379 0.01% 0.01% 1283 0 0.0% Q2 2026 Jul 07, 2026
Bryant Woods Investment Advisors, LLC History No change 2,375 376 0.1% 0.1% 1284 0 0.0% Q2 2026 Jul 22, 2026
GWN SECURITIES INC. History No change 2,328 369 0.06% 0.06% 1285 0 0.0% Q2 2026 Aug 05, 2026
Stonebrook Private Inc. History No change 2,332 369 0.07% 0.07% 1286 0 0.0% Q2 2026 Aug 14, 2026
Raab & Moskowitz Asset Management LLC History No change 2,321 368 0.07% 0.07% 1287 0 0.0% Q2 2026 Jul 28, 2026
REBALANCE, LLC History No change 2,316 367 0.02% 0.02% 1288 0 0.0% Q2 2026 Jul 16, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 2,316 367 0.07% 0.07% 1289 0 0.0% Q2 2026 Aug 06, 2026
Tolleson Wealth Management, Inc. History No change 2,311 366 0.05% 0.05% 1290 0 0.0% Q2 2026 Aug 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 2,306 365 0.01% 0.01% 1291 0 0.0% Q2 2026 Aug 13, 2026
Arista Wealth Management, LLC History No change 2,303 365 0.04% 0.04% 1292 0 0.0% Q2 2026 Jul 08, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 2,292 363 0.01% 0.01% 1293 0 0.0% Q2 2026 Aug 04, 2026
Heritage Wealth Management, Inc. History No change 2,290 363 0.09% 0.09% 1294 0 0.0% Q2 2026 Jul 28, 2026
Tennessee Valley Asset Management Partners History No change 2,283 362 0.04% 0.04% 1295 0 0.0% Q2 2026 Aug 10, 2026
Register Financial Advisors LLC History No change 2,283 362 0.11% 0.11% 1296 0 0.0% Q2 2026 Jul 15, 2026
Sharkey, Howes & Javer History No change 2,278 361 0.04% 0.04% 1297 0 0.0% Q2 2026 Jul 09, 2026
Capital Management Associates, Inc History No change 2,276 361 0.07% 0.07% 1298 0 0.0% Q2 2026 Jul 22, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 2,265 359 0.03% 0.03% 1299 0 0.0% Q2 2026 Jul 28, 2026
1ST SOURCE BANK History No change 2,261 358 0.02% 0.02% 1300 0 0.0% Q2 2026 Aug 06, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 2,257 358 0.05% 0.05% 1301 0 0.0% Q2 2026 Jul 21, 2026
CVA Family Office, LLC History No change 2,255 357 0.03% 0.03% 1302 0 0.0% Q2 2026 Aug 07, 2026
Elevated Capital Advisors, LLC History No change 2,253 357 0.1% 0.1% 1303 0 0.0% Q2 2026 Aug 03, 2026
Garden State Investment Advisory Services LLC History No change 2,252 357 0.06% 0.06% 1304 0 0.0% Q2 2026 Aug 11, 2026
Tranquility Partners, LLC History No change 2,249 356 0.12% 0.12% 1305 0 0.0% Q2 2026 Jul 23, 2026
CITY HOLDING CO History No change 2,235 354 0.04% 0.04% 1306 0 0.0% Q2 2026 Jul 10, 2026
Clear Retirement Advice LLC History No change 2,236 354 0.24% 0.24% 1307 0 0.0% Q2 2026 Jul 15, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 2,222 352 0.07% 0.07% 1308 0 0.0% Q2 2026 Aug 06, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 2,217 351 0.02% 0.02% 1309 0 0.0% Q2 2026 Jul 28, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 2,218 351 0.04% 0.04% 1310 0 0.0% Q2 2026 Jul 13, 2026
One Capital Management, LLC History No change 2,396 351 0.01% 0.01% 1311 0 0.0% Q2 2026 Aug 13, 2026
River Street Advisors LLC History No change 2,217 351 0.1% 0.1% 1312 0 0.0% Q2 2026 Jul 21, 2026
Red Mountain Financial, LLC History No change 2,217 351 0.29% 0.29% 1313 0 0.0% Q2 2026 Jul 21, 2026
Coyle Financial Counsel LLC History No change 2,207 350 0.06% 0.06% 1314 0 0.0% Q2 2026 Aug 07, 2026
SmartHarvest Portfolios, LLC History No change 2,206 350 0.11% 0.11% 1315 0 0.0% Q2 2026 Aug 04, 2026
PRIVATE MANAGEMENT GROUP INC History No change 2,202 349 0.01% 0.01% 1316 0 0.0% Q2 2026 Jul 31, 2026
Aurora Private Wealth, Inc. History No change 2,189 347 0.22% 0.22% 1317 0 0.0% Q2 2026 Jul 21, 2026
ARS Wealth Advisors Group, LLC History No change 2,184 346 0.03% 0.03% 1318 0 0.0% Q2 2026 Jul 16, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 2,175 345 0.02% 0.02% 1319 0 0.0% Q2 2026 Jul 20, 2026
EASTERN BANK History Reduced 2,043 344 0.01% 0.01% 1321 -50 -2.39% Q3 2026 Oct 05, 2026
FIRST AMERICAN TRUST, FSB History No change 2,174 344 0.02% 0.02% 1320 0 0.0% Q2 2026 Aug 10, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 2,171 344 0.1% 0.1% 1322 0 0.0% Q2 2026 Aug 07, 2026
180 WEALTH ADVISORS, LLC History No change 2,166 343 0.03% 0.03% 1323 0 0.0% Q2 2026 Jul 07, 2026
Geometric Wealth Advisors History No change 2,163 343 0.04% 0.04% 1324 0 0.0% Q2 2026 Aug 11, 2026
Boreal Capital Management LLC History No change 2,156 342 0.25% 0.25% 1325 0 0.0% Q2 2026 Aug 13, 2026
Bank of New Hampshire History Added to 2,030 341 0.07% 0.06% 1327 +110 5.73% Q3 2026 Oct 06, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 2,150 341 0.04% 0.04% 1326 0 0.0% Q2 2026 Jul 22, 2026
New Republic Capital, LLC History No change 2,155 341 0.08% 0.08% 1328 0 0.0% Q2 2026 Jul 31, 2026
Private Wealth Partners, LLC History No change 2,139 339 0.02% 0.02% 1329 0 0.0% Q2 2026 Aug 03, 2026
SCHARF INVESTMENTS, LLC History No change 2,135 338 0.01% 0.01% 1330 0 0.0% Q2 2026 Jul 10, 2026
Millennium Capital Advisors, LLC History No change 2,136 338 0.18% 0.18% 1331 0 0.0% Q2 2026 Jul 28, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 2,129 337 0.02% 0.02% 1332 0 0.0% Q2 2026 Aug 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2,118 336 0.12% 0.12% 1333 0 0.0% Q2 2026 Jul 08, 2026
Iowa State Bank History No change 2,000 336 0.06% 0.05% 1334 0 0.0% Q3 2026 Oct 06, 2026
C2C Wealth Management, LLC History No change 2,118 336 0.26% 0.26% 1335 0 0.0% Q2 2026 Jul 09, 2026
BlueCrest Capital Management Ltd History No change 2,107 334 0.01% 0.01% 1336 0 0.0% Q2 2026 Aug 14, 2026
SWMG, LLC History No change 2,112 334 0.08% 0.08% 1337 0 0.0% Q2 2026 Jul 15, 2026
Alteri Wealth LLC History No change 2,107 334 0.09% 0.09% 1338 0 0.0% Q2 2026 Jul 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,104 333 0.0% 0.0% 1339 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 2,102 333 0.01% 0.01% 1340 0 0.0% Q2 2026 Aug 03, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 2,105 333 0.19% 0.19% 1341 0 0.0% Q2 2026 Aug 10, 2026
Collaborative Capital Advisors LLC History No change 2,100 333 0.21% 0.21% 1342 0 0.0% Q2 2026 Aug 14, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 2,089 331 0.07% 0.07% 1343 0 0.0% Q2 2026 Aug 07, 2026
COZAD ASSET MANAGEMENT INC History No change 2,085 330 0.02% 0.02% 1344 0 0.0% Q2 2026 Aug 14, 2026
Byrne Asset Management LLC History Added to 1,979 328 0.18% 0.16% 1348 +70 3.67% Q3 2026 Oct 06, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 2,073 328 0.01% 0.01% 1345 0 0.0% Q2 2026 Jul 24, 2026
WealthTrust Axiom LLC History No change 2,072 328 0.07% 0.07% 1346 0 0.0% Q2 2026 Aug 11, 2026
Pacific Capital Wealth Advisors, Inc. History No change 2,073 328 0.05% 0.05% 1347 0 0.0% Q2 2026 Jul 09, 2026
Kuhn & Co Investment Counsel History No change 2,073 328 0.19% 0.19% 1349 0 0.0% Q2 2026 Jul 31, 2026
KG Capital Management History No change 2,066 327 0.19% 0.19% 1350 0 0.0% Q2 2026 Aug 07, 2026
Huntleigh Advisors, Inc. History No change 2,060 326 0.05% 0.05% 1351 0 0.0% Q2 2026 Aug 04, 2026
Wealth Architects, LLC History No change 2,061 326 0.03% 0.03% 1352 0 0.0% Q2 2026 Jul 23, 2026
TrueWealth Advisors, LLC History No change 2,061 326 0.07% 0.07% 1353 0 0.0% Q2 2026 Jul 08, 2026
Blue Trust, Inc. History No change 2,057 326 0.0% 0.0% 1354 0 0.0% Q2 2026 Jul 21, 2026
AlphaStar Capital Management, LLC History No change 2,054 325 0.02% 0.02% 1355 0 0.0% Q2 2026 Jul 30, 2026
Marathon Wealth Advisors LLC History No change 2,045 324 0.11% 0.11% 1356 0 0.0% Q2 2026 Sep 11, 2026
Jordan Park Trust Co LLC History No change 2,042 323 0.23% 0.23% 1357 0 0.0% Q2 2026 Jul 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,032 322 0.01% 0.01% 1358 0 0.0% Q2 2026 Jul 23, 2026
Texas Yale Capital Corp. History No change 2,035 322 0.01% 0.01% 1359 0 0.0% Q2 2026 Aug 12, 2026
BLB&B Advisors, LLC History No change 2,036 322 0.01% 0.01% 1360 0 0.0% Q2 2026 Aug 05, 2026
Evelyn Partners Group Ltd History No change 1,730 322 0.0% 0.0% 1361 0 0.0% Q2 2026 Aug 07, 2026
Stratos Investment Management, LLC History No change 2,024 321 0.01% 0.01% 1362 0 0.0% Q2 2026 Aug 11, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,027 321 0.08% 0.08% 1363 0 0.0% Q2 2026 Aug 27, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 2,025 321 0.15% 0.15% 1364 0 0.0% Q2 2026 Aug 13, 2026
Straight Path Wealth Management History No change 2,019 320 0.07% 0.07% 1365 0 0.0% Q2 2026 Jul 27, 2026
Finley Financial, LLC History No change 2,020 320 0.13% 0.13% 1366 0 0.0% Q2 2026 Jul 08, 2026
CAXTON ASSOCIATES LLP History No change 2,018 320 0.01% 0.01% 1367 0 0.0% Q2 2026 Aug 14, 2026
Astra Wealth Partners LLC History No change 2,012 319 0.17% 0.17% 1368 0 0.0% Q2 2026 Aug 11, 2026
Solstein Capital, LLC History No change 2,006 318 0.11% 0.11% 1369 0 0.0% Q2 2026 Aug 12, 2026
Purkiss Capital Advisors LLC History No change 2,005 318 0.12% 0.12% 1370 0 0.0% Q2 2026 Jul 30, 2026
Mission Financial Group, LLC History No change 2,008 318 0.26% 0.26% 1371 0 0.0% Q2 2026 Aug 12, 2026
LS Investment Advisors, LLC History No change 2,000 317 0.04% 0.04% 1372 0 0.0% Q2 2026 Jul 21, 2026
Jupiter Topco LLC History No change 1,985 314 0.0% 0.0% 1373 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 1,977 313 0.01% 0.01% 1374 0 0.0% Q2 2026 Jul 31, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 1,974 313 0.02% 0.02% 1375 0 0.0% Q2 2026 Jul 31, 2026
SilverOak Wealth Management LLC History No change 1,974 313 0.04% 0.04% 1376 0 0.0% Q2 2026 Jul 29, 2026
D.B. Root & Company, LLC History No change 1,957 310 0.07% 0.07% 1377 0 0.0% Q2 2026 Aug 13, 2026
Vinland Capital Management Gestora de Recursos LTDA. History No change 550 310 3.05% 3.05% 1378 0 0.0% Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,947 308 0.07% 0.07% 1379 0 0.0% Q2 2026 Sep 02, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 1,945 308 0.16% 0.16% 1380 0 0.0% Q2 2026 Aug 12, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 1,939 307 0.02% 0.02% 1381 0 0.0% Q2 2026 Jul 23, 2026
Investment Planning Advisors, Inc. History No change 1,937 307 0.07% 0.07% 1382 0 0.0% Q2 2026 Jul 23, 2026
Tannin Capital LLC History No change 1,937 307 0.2% 0.2% 1383 0 0.0% Q2 2026 Aug 04, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 1,924 305 0.0% 0.0% 1384 0 0.0% Q2 2026 Aug 14, 2026
Waterfront Wealth Inc. History No change 1,892 304 0.05% 0.05% 1385 0 0.0% Q2 2026 Jul 30, 2026
FCG Investment Co History No change 1,918 304 0.11% 0.11% 1386 0 0.0% Q2 2026 Jul 13, 2026
Barnett & Company, Inc. History No change 1,916 303 0.22% 0.22% 1387 0 0.0% Q2 2026 Aug 12, 2026
Grantvest Financial Group LLC History No change 1,911 303 0.18% 0.18% 1388 0 0.0% Q2 2026 Aug 07, 2026
Bridgewater Advisors Inc. History No change 1,865 302 0.02% 0.02% 1389 0 0.0% Q2 2026 Aug 05, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 1,903 301 0.05% 0.05% 1390 0 0.0% Q2 2026 Jul 29, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,901 301 0.01% 0.01% 1391 0 0.0% Q2 2026 Aug 11, 2026
Williams Jones Wealth Management, LLC. History No change 1,903 301 0.0% 0.0% 1392 0 0.0% Q2 2026 Aug 05, 2026
Castle Rock Wealth Management, LLC History No change 1,885 300 0.06% 0.06% 1393 0 0.0% Q2 2026 Jul 07, 2026
BRADY FAMILY WEALTH, LLC History No change 1,895 300 0.09% 0.09% 1394 0 0.0% Q2 2026 Jul 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,889 299 0.01% 0.01% 1395 0 0.0% Q2 2026 Jul 31, 2026
Icon Wealth Advisors, LLC History No change 1,880 298 0.02% 0.02% 1396 0 0.0% Q2 2026 Aug 05, 2026
GERMAN AMERICAN BANCORP, INC. History No change 1,875 297 0.02% 0.02% 1397 0 0.0% Q2 2026 Aug 06, 2026
Iron Gate Global Advisors LLC History No change 1,869 296 0.03% 0.03% 1398 0 0.0% Q2 2026 Aug 14, 2026
Maltin Wealth Management, Inc. History No change 1,871 296 0.1% 0.1% 1399 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 1,839 292 0.03% 0.03% 1400 0 0.0% Q2 2026 Jul 16, 2026
Traynor Capital Management, Inc. History No change 1,836 291 0.01% 0.01% 1401 0 0.0% Q2 2026 Jul 22, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 1,986 291 0.17% 0.17% 1402 0 0.0% Q2 2026 Aug 19, 2026
Florida Trust Wealth Management Co History No change 1,830 290 0.01% 0.01% 1403 0 0.0% Q2 2026 Jul 27, 2026
HCR Wealth Advisors History No change 1,834 290 0.03% 0.03% 1404 0 0.0% Q2 2026 Jul 13, 2026
Snider Financial Group History No change 1,833 290 0.07% 0.07% 1405 0 0.0% Q2 2026 Jul 14, 2026
Valor Advisors LLC History No change 1,829 290 0.21% 0.21% 1406 0 0.0% Q2 2026 Aug 14, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 1,818 288 0.01% 0.01% 1407 0 0.0% Q2 2026 Aug 05, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 1,820 288 0.05% 0.05% 1408 0 0.0% Q2 2026 Aug 07, 2026
BURLING WEALTH PARTNERS, LLC History No change 1,820 288 0.04% 0.04% 1409 0 0.0% Q2 2026 Aug 04, 2026
Farmers National Bank History No change 1,812 287 0.06% 0.06% 1410 0 0.0% Q2 2026 Aug 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 1,810 287 0.02% 0.02% 1411 0 0.0% Q2 2026 Jul 15, 2026
Entelevest, LLC History No change 1,814 287 0.25% 0.25% 1412 0 0.0% Q2 2026 Jul 22, 2026
Beutel, Goodman & Co Ltd. History No change 1,802 285 0.0% 0.0% 1413 0 0.0% Q2 2026 Aug 12, 2026
Arvest Bank Trust Division History No change 1,801 285 0.01% 0.01% 1414 0 0.0% Q2 2026 Aug 13, 2026
Coastwise Capital Group, LLC History No change 1,801 285 0.17% 0.17% 1415 0 0.0% Q2 2026 Jul 16, 2026
Black Diamond Financial, LLC History No change 1,792 284 0.03% 0.03% 1416 0 0.0% Q2 2026 Aug 04, 2026
STAR Financial Bank History No change 1,784 283 0.12% 0.12% 1417 0 0.0% Q2 2026 Aug 07, 2026
Jefferson Bridge Capital, LLC History No change 1,784 283 0.25% 0.25% 1418 0 0.0% Q2 2026 Jul 21, 2026
Penobscot Investment Management Company, Inc. History No change 1,781 282 0.02% 0.02% 1419 0 0.0% Q2 2026 Jul 24, 2026
REDW Wealth LLC History No change 1,781 282 0.1% 0.1% 1420 0 0.0% Q2 2026 Jul 30, 2026
Sincerus Advisory, LLC History No change 1,783 282 0.19% 0.19% 1421 0 0.0% Q2 2026 Jul 06, 2026
Talisman Wealth Advisors LLC History No change 2,401 281 0.21% 0.21% 1422 0 0.0% Q2 2026 Aug 14, 2026
Trueblood Wealth Management, LLC History No change 1,768 280 0.1% 0.1% 1423 0 0.0% Q2 2026 Jul 27, 2026
Axim Planning & Wealth History No change 1,759 279 0.39% 0.39% 1424 0 0.0% Q2 2026 Aug 13, 2026
Rockbridge Investment Management, LCC History No change 1,754 278 0.02% 0.02% 1425 0 0.0% Q2 2026 Aug 14, 2026
Christensen, King & Associates Investment Services, Inc. History No change 1,755 278 0.11% 0.11% 1426 0 0.0% Q2 2026 Jul 14, 2026
MBE Wealth Management, LLC History No change 1,749 277 0.1% 0.1% 1427 0 0.0% Q2 2026 Jul 24, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,750 277 0.01% 0.01% 1428 0 0.0% Q2 2026 Jul 27, 2026
DSG Capital Advisors, LLC History No change 1,755 277 0.04% 0.04% 1429 0 0.0% Q2 2026 Aug 06, 2026
Seven Springs Wealth Group, LLC History No change 1,745 276 0.06% 0.06% 1430 0 0.0% Q2 2026 Aug 04, 2026
LeClair Wealth Partners LLC History No change 1,742 276 0.14% 0.14% 1431 0 0.0% Q2 2026 Aug 04, 2026
Peregrine Asset Advisers, Inc. History No change 1,739 275 0.06% 0.06% 1432 0 0.0% Q2 2026 Aug 10, 2026
Bollard Group LLC History No change 1,731 275 0.01% 0.01% 1433 0 0.0% Q2 2026 Aug 12, 2026
Gryphon Financial Partners LLC History No change 1,736 275 0.02% 0.02% 1434 0 0.0% Q2 2026 Aug 05, 2026
STRATEGY ASSET MANAGERS LLC History No change 1,725 273 0.04% 0.04% 1435 0 0.0% Q2 2026 Aug 14, 2026
Paragon Capital Management Ltd History No change 1,723 273 0.05% 0.05% 1436 0 0.0% Q2 2026 Jul 29, 2026
Fifth Third Wealth Advisors LLC History No change 1,727 273 0.01% 0.01% 1437 0 0.0% Q2 2026 Jul 17, 2026
Autumn Glory Partners, LLC History No change 1,723 273 0.08% 0.08% 1438 0 0.0% Q2 2026 Aug 03, 2026
Tiller Private Wealth, Inc. History No change 1,719 272 0.09% 0.09% 1439 0 0.0% Q2 2026 Jul 24, 2026
Vanguard Personalized Indexing Management, LLC History No change 1,720 272 0.0% 0.0% 1440 0 0.0% Q2 2026 Aug 11, 2026
Syntegra Private Wealth Group, LLC History No change 1,712 271 0.02% 0.02% 1441 0 0.0% Q2 2026 Jul 15, 2026
KICKSTAND VENTURES, LLC. History No change 1,712 271 0.05% 0.05% 1442 0 0.0% Q2 2026 Jul 30, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,698 269 0.0% 0.0% 1443 0 0.0% Q2 2026 Aug 10, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 1,658 269 0.05% 0.05% 1444 0 0.0% Q2 2026 Aug 06, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1,701 269 0.03% 0.03% 1445 0 0.0% Q2 2026 Aug 05, 2026
Councilmark Asset Management, LLC History No change 1,700 269 0.14% 0.14% 1446 0 0.0% Q2 2026 Aug 11, 2026
Southeast Asset Advisors, LLC History No change 1,690 268 0.03% 0.03% 1447 0 0.0% Q2 2026 Aug 14, 2026
FORTEM FINANCIAL GROUP, LLC History No change 1,693 268 0.05% 0.05% 1448 0 0.0% Q2 2026 Jul 20, 2026
Quotient Wealth Partners, LLC History No change 1,693 268 0.01% 0.01% 1449 0 0.0% Q2 2026 Aug 03, 2026
FIRST FINANCIAL BANKSHARES INC History No change 1,688 267 0.0% 0.0% 1450 0 0.0% Q2 2026 Aug 11, 2026
NAVELLIER & ASSOCIATES INC History No change 1,688 267 0.02% 0.02% 1451 0 0.0% Q2 2026 Aug 04, 2026
Severin Investments, LLC History No change 1,686 267 0.2% 0.2% 1452 0 0.0% Q2 2026 Aug 14, 2026
Bensler, LLC History No change 1,689 267 0.02% 0.02% 1453 0 0.0% Q2 2026 Jul 23, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 1,678 266 0.03% 0.03% 1454 0 0.0% Q2 2026 Jul 23, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 1,682 266 0.03% 0.03% 1455 0 0.0% Q2 2026 Aug 06, 2026
Weaver Consulting Group History No change 1,678 266 0.05% 0.05% 1456 0 0.0% Q2 2026 Jul 29, 2026
Ballentine Partners, LLC History No change 1,675 265 0.0% 0.0% 1457 0 0.0% Q2 2026 Jul 17, 2026
Inspire Advisors, LLC History No change 1,674 265 0.02% 0.02% 1458 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 1,666 264 0.0% 0.0% 1459 0 0.0% Q2 2026 Jul 31, 2026
Purewater Capital LLC History No change 1,664 264 0.19% 0.19% 1460 0 0.0% Q2 2026 Jul 28, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 1,663 263 0.06% 0.06% 1461 0 0.0% Q2 2026 Aug 07, 2026
Grey Ledge Advisors, LLC History No change 1,660 263 0.05% 0.05% 1462 0 0.0% Q2 2026 Jul 27, 2026
ROMANO BROTHERS AND COMPANY History No change 1,653 262 0.03% 0.03% 1463 0 0.0% Q2 2026 Jul 21, 2026
Symphony Financial Services, Inc. History No change 1,653 262 0.12% 0.12% 1464 0 0.0% Q2 2026 Jul 22, 2026
Cranbrook Wealth Management, LLC History No change 1,646 261 0.05% 0.05% 1465 0 0.0% Q2 2026 Aug 06, 2026
Fragasso Financial Advisors Inc History No change 1,635 259 0.01% 0.01% 1466 0 0.0% Q2 2026 Jul 09, 2026
First Pacific Financial History No change 1,634 259 0.03% 0.03% 1467 0 0.0% Q2 2026 Jul 20, 2026
Amplius Wealth Advisors, LLC History No change 1,634 259 0.02% 0.02% 1468 0 0.0% Q2 2026 Jul 17, 2026
AmeriServ Wealth Advisors History No change 1,627 258 0.17% 0.17% 1469 0 0.0% Q2 2026 Aug 03, 2026
Revisor Wealth Management LLC History No change 1,632 258 0.06% 0.06% 1470 0 0.0% Q2 2026 Jul 21, 2026
Auxano Advisors, LLC History No change 1,626 257 0.05% 0.05% 1471 0 0.0% Q2 2026 Aug 07, 2026
Two West Capital Advisors LLC History No change 1,614 257 0.13% 0.13% 1472 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,623 257 0.03% 0.03% 1473 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History No change 1,606 254 0.01% 0.01% 1474 0 0.0% Q2 2026 Aug 04, 2026
Destiny Wealth Partners, LLC History No change 1,565 254 0.04% 0.04% 1475 0 0.0% Q2 2026 Aug 07, 2026
FSM Wealth Advisors, LLC History No change 1,602 254 0.03% 0.03% 1476 0 0.0% Q2 2026 Jul 15, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 1,605 254 0.07% 0.07% 1477 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 1,599 253 0.0% 0.0% 1478 0 0.0% Q2 2026 Aug 14, 2026
Mizuho Markets Cayman LP History No change 1,600 253 0.01% 0.01% 1479 0 0.0% Q2 2026 Jul 24, 2026
Bulltick Wealth Management, LLC History No change 1,598 253 0.05% 0.05% 1480 0 0.0% Q2 2026 Jul 30, 2026
JM2 Capital Inc. History No change 1,597 253 0.17% 0.17% 1481 0 0.0% Q2 2026 Jul 21, 2026
InTrack Investment Management Inc History No change 1,589 252 0.12% 0.12% 1482 0 0.0% Q2 2026 Jul 17, 2026
First Long Island Investors, LLC History No change 1,579 250 0.02% 0.02% 1483 0 0.0% Q2 2026 Aug 13, 2026
Fund Advisors of America Inc/FL History No change 1,580 250 0.23% 0.23% 1484 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 1,574 249 0.03% 0.03% 1485 0 0.0% Q2 2026 Jul 10, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 1,565 248 0.14% 0.14% 1486 0 0.0% Q2 2026 Jul 21, 2026
SHP Wealth Management History No change 1,560 247 0.02% 0.02% 1487 0 0.0% Q2 2026 Aug 11, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,552 246 0.04% 0.04% 1488 0 0.0% Q2 2026 Jul 14, 2026
MainStreet Investment Advisors LLC History No change 1,545 245 0.03% 0.03% 1489 0 0.0% Q2 2026 Aug 12, 2026
Invera Wealth Advisors, LLC History No change 1,550 245 0.13% 0.13% 1490 0 0.0% Q2 2026 Jul 29, 2026
FinArc Investments, Inc. History No change 1,547 245 0.22% 0.22% 1491 0 0.0% Q2 2026 Aug 13, 2026
Logan Stone Capital, LLC History No change 1,541 244 0.05% 0.05% 1492 0 0.0% Q2 2026 Aug 14, 2026
Eldridge Investment Advisors, Inc. History No change 1,540 244 0.05% 0.05% 1493 0 0.0% Q2 2026 Aug 10, 2026
Portland Financial Advisors Inc History No change 1,538 244 0.45% 0.45% 1494 0 0.0% Q2 2026 Aug 10, 2026
PW Nova Financial Services LLC History No change 1,538 244 0.05% 0.05% 1495 0 0.0% Q2 2026 Jul 29, 2026
JNBA Financial Advisors History No change 1,537 243 0.02% 0.02% 1496 0 0.0% Q2 2026 Jul 23, 2026
Accel Wealth Management History No change 1,534 243 0.05% 0.05% 1497 0 0.0% Q2 2026 Jul 10, 2026
Madison Park Capital Advisors, LLC History No change 1,930 243 0.17% 0.17% 1498 0 0.0% Q2 2026 Jul 07, 2026
Grant Private Wealth Management Inc History No change 1,534 243 0.1% 0.1% 1499 0 0.0% Q2 2026 Jul 07, 2026
TOWER BRIDGE ADVISORS History No change 1,530 242 0.02% 0.02% 1500 0 0.0% Q2 2026 Aug 12, 2026
Second Line Capital, LLC History No change 1,526 242 0.05% 0.05% 1501 0 0.0% Q2 2026 Sep 02, 2026
Moment Partners, LLC History No change 1,528 242 0.04% 0.04% 1502 0 0.0% Q2 2026 Jul 29, 2026
Asset Dedication, LLC History No change 1,519 241 0.02% 0.02% 1503 0 0.0% Q2 2026 Jul 30, 2026
TruNorth Capital Management, LLC History No change 1,520 241 0.04% 0.04% 1504 0 0.0% Q2 2026 Jul 23, 2026
WealthTrust Asset Management, LLC History No change 1,515 240 0.13% 0.13% 1505 0 0.0% Q2 2026 Jul 27, 2026
Gray Private Wealth, LLC History No change 1,516 240 0.1% 0.1% 1506 0 0.0% Q2 2026 Jul 24, 2026
CVFG LLC History No change 1,515 240 0.03% 0.03% 1507 0 0.0% Q2 2026 Aug 11, 2026
Argyle Capital Partners, LLC History No change 1,514 240 0.15% 0.15% 1508 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 1,512 239 0.0% 0.0% 1509 0 0.0% Q2 2026 Jul 23, 2026
Serenity Investment Advisors History No change 1,389 239 0.1% 0.1% 1510 0 0.0% Q2 2026 Aug 24, 2026
Russell Investments Group, Ltd. History No change 1,503 238 0.0% 0.0% 1511 0 0.0% Q2 2026 Aug 06, 2026
StrongBox Wealth, LLC History No change 1,499 237 0.07% 0.07% 1512 0 0.0% Q2 2026 Jul 23, 2026
Cyndeo Wealth Partners, LLC History No change 1,489 236 0.01% 0.01% 1513 0 0.0% Q2 2026 Jul 21, 2026
Chris Bulman Inc History No change 1,488 236 0.09% 0.09% 1514 0 0.0% Q2 2026 Jul 22, 2026
Flavin Financial Services, Inc. History No change 1,490 236 0.13% 0.13% 1515 0 0.0% Q2 2026 Aug 13, 2026
Shulman DeMeo Asset Management LLC History No change 1,481 235 0.04% 0.04% 1516 0 0.0% Q2 2026 Jul 08, 2026
TABLEAUX LLC History No change 1,482 235 0.1% 0.1% 1517 0 0.0% Q2 2026 Aug 07, 2026
Missouri Trust & Investment Co History No change 1,441 234 0.06% 0.06% 1518 0 0.0% Q2 2026 Aug 13, 2026
Chancellor Financial Group WB LP History No change 1,481 234 0.14% 0.14% 1519 0 0.0% Q2 2026 Aug 10, 2026
Edge Wealth Management LLC History No change 1,474 233 0.04% 0.04% 1520 0 0.0% Q2 2026 Jul 09, 2026
Capstone Financial Advisors, Inc. History No change 1,472 233 0.01% 0.01% 1521 0 0.0% Q2 2026 Aug 14, 2026
Campion Asset Management History No change 1,472 233 0.14% 0.14% 1522 0 0.0% Q2 2026 Jul 28, 2026
LEIGH BALDWIN & CO., LLC History No change 1,463 232 0.12% 0.12% 1523 0 0.0% Q2 2026 Aug 13, 2026
USA FINANCIAL FORMULAS History No change 1,460 231 0.04% 0.04% 1524 0 0.0% Q2 2026 Aug 04, 2026
Samalin Investment Counsel, LLC History No change 1,459 231 0.07% 0.07% 1525 0 0.0% Q2 2026 Jul 27, 2026
Vienna Asset Management LLC History No change 1,446 229 0.16% 0.16% 1526 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 1,441 228 0.02% 0.02% 1527 0 0.0% Q2 2026 Aug 10, 2026
HTG Investment Advisors, Inc. History No change 1,438 228 0.06% 0.06% 1528 0 0.0% Q2 2026 Aug 06, 2026
PACIFIC FINANCIAL GROUP INC History No change 1,433 227 0.11% 0.11% 1529 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Group, LLC / IL History No change 1,433 227 0.06% 0.06% 1530 0 0.0% Q2 2026 Jul 30, 2026
Cypress Wealth Services, LLC History No change 1,429 226 0.03% 0.03% 1531 0 0.0% Q2 2026 Jul 10, 2026
COWA, LLC History No change 1,429 226 0.06% 0.06% 1532 0 0.0% Q2 2026 Aug 05, 2026
Cape Investment Advisory, Inc. History No change 1,425 226 0.06% 0.06% 1533 0 0.0% Q2 2026 Jul 23, 2026
ALERUS FINANCIAL NA History No change 1,422 225 0.01% 0.01% 1534 0 0.0% Q2 2026 Aug 13, 2026
Stack Financial Management, Inc History No change 1,423 225 0.02% 0.02% 1535 0 0.0% Q2 2026 Aug 03, 2026
Hexagon Capital Partners LLC History No change 1,421 225 0.03% 0.03% 1536 0 0.0% Q2 2026 Aug 06, 2026
Rockwood Wealth Management, LLC History No change 1,420 225 0.01% 0.01% 1537 0 0.0% Q2 2026 Jul 13, 2026
Edgestream Partners, L.P. History No change 1,418 224 0.01% 0.01% 1538 0 0.0% Q2 2026 Aug 11, 2026
NFSG Corp History No change 1,416 224 0.03% 0.03% 1539 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Strategies, Inc. History No change 1,407 223 0.02% 0.02% 1540 0 0.0% Q2 2026 Jul 24, 2026
Kestra Investment Management, LLC History No change 1,407 223 0.0% 0.0% 1541 0 0.0% Q2 2026 Aug 05, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 1,410 223 0.17% 0.17% 1542 0 0.0% Q2 2026 Aug 07, 2026
OneAscent Family Office, LLC History No change 1,408 223 0.11% 0.11% 1543 0 0.0% Q2 2026 Aug 11, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,402 222 0.0% 0.0% 1544 0 0.0% Q2 2026 Aug 13, 2026
Spartan Planning & Wealth Management History No change 1,400 222 0.15% 0.15% 1545 0 0.0% Q2 2026 Jul 22, 2026
Almanack Investment Partners, LLC. History No change 1,398 221 0.03% 0.03% 1546 0 0.0% Q2 2026 Jul 30, 2026
Root Financial Partners, LLC History No change 1,388 220 0.01% 0.01% 1547 0 0.0% Q2 2026 Jul 29, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 1,390 220 0.02% 0.02% 1548 0 0.0% Q2 2026 Sep 02, 2026
DV Trading LLC History No change 1,377 218 0.01% 0.01% 1549 0 0.0% Q2 2026 Aug 14, 2026
Nautilus Advisors LLC History New 1,289 217 0.13% — 1554 +1,289 New Q3 2026 Oct 06, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 1,368 217 0.13% 0.13% 1550 0 0.0% Q2 2026 Jul 21, 2026
Kingsbury Capital Investment Advisors LLC History No change 1,372 217 0.18% 0.18% 1551 0 0.0% Q2 2026 Aug 25, 2026
Breakwater Capital Group History No change 1,370 217 0.03% 0.03% 1552 0 0.0% Q2 2026 Jul 08, 2026
KMT WEALTH MANAGEMENT, LLC History No change 1,372 217 0.18% 0.18% 1553 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,367 216 0.02% 0.02% 1555 0 0.0% Q2 2026 Aug 07, 2026
LEE DANNER & BASS INC History No change 1,357 215 0.01% 0.01% 1556 0 0.0% Q2 2026 Jul 21, 2026
All Terrain Financial Advisors, LLC History No change 1,360 215 0.03% 0.03% 1557 0 0.0% Q2 2026 Aug 11, 2026
Sandy Cove Advisors, LLC History No change 1,356 215 0.05% 0.05% 1558 0 0.0% Q2 2026 Jul 07, 2026
LJI Wealth Management, LLC History No change 1,360 215 0.03% 0.03% 1559 0 0.0% Q2 2026 Jul 31, 2026
KINTRA WEALTH, LLC History No change 1,274 214 0.01% 0.01% 1560 0 0.0% Q2 2026 Aug 14, 2026
Evernest Financial Advisors, LLC History No change 1,351 214 0.04% 0.04% 1561 0 0.0% Q2 2026 Aug 05, 2026
Nikulski Financial, Inc. History No change 1,333 211 0.05% 0.05% 1562 0 0.0% Q2 2026 Jul 28, 2026
Balefire, LLC History No change 1,324 210 0.03% 0.03% 1563 0 0.0% Q2 2026 Jul 07, 2026
RETIREMENT CAPITAL STRATEGIES History No change 1,319 209 0.07% 0.07% 1564 0 0.0% Q2 2026 Aug 13, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 1,324 209 0.02% 0.02% 1565 0 0.0% Q2 2026 Jul 16, 2026
Advisor OS, LLC History No change 1,315 208 0.01% 0.01% 1566 0 0.0% Q2 2026 Aug 05, 2026
Oxler Private Wealth LLC History No change 1,316 208 0.06% 0.06% 1567 0 0.0% Q2 2026 Aug 03, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 1,314 208 0.15% 0.15% 1568 0 0.0% Q2 2026 Jul 24, 2026
LOM Asset Management Ltd History No change 1,313 208 0.05% 0.05% 1569 0 0.0% Q2 2026 Aug 04, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 1,314 208 0.02% 0.02% 1570 0 0.0% Q2 2026 Jul 28, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 1,306 207 0.01% 0.01% 1571 0 0.0% Q2 2026 Jul 29, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 1,310 207 0.09% 0.09% 1572 0 0.0% Q2 2026 Jul 22, 2026
Schorn Wealth LLC History No change 1,309 207 0.05% 0.05% 1573 0 0.0% Q2 2026 Jul 31, 2026
Richwood Investment Advisors, LLC History No change 1,307 207 0.15% 0.15% 1574 0 0.0% Q2 2026 Jul 29, 2026
James J. Burns & Company, LLC History No change 1,309 207 0.02% 0.02% 1575 0 0.0% Q2 2026 Aug 06, 2026
Sherry Group, Inc. History No change 1,290 207 0.2% 0.2% 1576 0 0.0% Q2 2026 Jul 15, 2026
GW HENSSLER & ASSOCIATES LTD History No change 1,300 206 0.01% 0.01% 1577 0 0.0% Q2 2026 Jul 28, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,299 206 0.01% 0.01% 1578 0 0.0% Q2 2026 Aug 11, 2026
Mathes Company, Inc. History No change 1,300 206 0.06% 0.06% 1579 0 0.0% Q2 2026 Aug 11, 2026
Accredited Investors Inc. History No change 1,297 205 0.01% 0.01% 1580 0 0.0% Q2 2026 Jul 21, 2026
Continuum Advisory, LLC History No change 1,293 205 0.02% 0.02% 1581 0 0.0% Q2 2026 Aug 06, 2026
SageView Advisory Group, LLC History No change 1,294 205 0.01% 0.01% 1582 0 0.0% Q2 2026 Aug 10, 2026
Tudor Financial Inc. History No change 1,297 205 0.09% 0.09% 1583 0 0.0% Q2 2026 Aug 10, 2026
Clark Capital Management Group, Inc. History No change 1,286 204 0.0% 0.0% 1584 0 0.0% Q2 2026 Aug 11, 2026
Resolute Wealth Strategies, LLC History No change 1,282 203 0.08% 0.08% 1585 0 0.0% Q2 2026 Aug 12, 2026
Gold Investment Management Ltd. History No change 1,282 203 0.06% 0.06% 1586 0 0.0% Q2 2026 Aug 05, 2026
Advanced Asset Management Advisors Inc History No change 1,275 202 0.05% 0.05% 1587 0 0.0% Q2 2026 Jul 16, 2026
Soundwatch Capital LLC History No change 1,274 202 0.02% 0.02% 1588 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 1,279 202 0.01% 0.01% 1589 0 0.0% Q2 2026 Aug 06, 2026
YHB Investment Advisors, Inc. History No change 1,263 200 0.01% 0.01% 1590 0 0.0% Q2 2026 Jul 14, 2026
Stelac Advisory Services LLC History No change 1,252 198 0.04% 0.04% 1591 0 0.0% Q2 2026 Aug 10, 2026
Smithfield Trust Co History No change 1,236 197 0.01% 0.01% 1592 0 0.0% Q2 2026 Aug 05, 2026
Truvestments Capital LLC History No change 1,242 197 0.03% 0.03% 1593 0 0.0% Q2 2026 Aug 12, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 1,200 190 0.1% 0.1% 1594 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,199 190 0.09% 0.09% 1595 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 1,188 188 0.02% 0.02% 1596 0 0.0% Q2 2026 Aug 06, 2026
BOK Financial Private Wealth, Inc. History No change 1,175 186 0.01% 0.01% 1597 0 0.0% Q2 2026 Aug 07, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,170 185 0.02% 0.02% 1598 0 0.0% Q2 2026 Jul 22, 2026
SYM FINANCIAL Corp History No change 1,149 182 0.01% 0.01% 1599 0 0.0% Q2 2026 Aug 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 1,147 181 0.01% 0.01% 1600 0 0.0% Q2 2026 Aug 03, 2026
Provident Wealth Management, LLC History No change 1,142 181 0.05% 0.05% 1601 0 0.0% Q2 2026 Aug 04, 2026
Acropolis Investment Management, LLC History No change 1,136 180 0.01% 0.01% 1602 0 0.0% Q2 2026 Jul 16, 2026
Hamilton Point Investment Advisors, LLC History No change 1,128 178 0.03% 0.03% 1603 0 0.0% Q2 2026 Jul 28, 2026
ALBION FINANCIAL GROUP /UT History No change 1,111 176 0.01% 0.01% 1604 0 0.0% Q2 2026 Jul 22, 2026
Community Financial Services Group, LLC History No change 1,097 175 0.03% 0.03% 1605 0 0.0% Q2 2026 Jul 09, 2026
Corsicana & Co. History No change 1,100 174 0.08% 0.08% 1606 0 0.0% Q2 2026 Jul 24, 2026
Nemes Rush Group LLC History No change 1,099 174 0.01% 0.01% 1607 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 1,095 173 0.01% 0.01% 1608 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 1,096 173 0.02% 0.02% 1609 0 0.0% Q2 2026 Jul 22, 2026
PITTENGER & ANDERSON INC History No change 1,090 172 0.01% 0.01% 1610 0 0.0% Q2 2026 Jul 27, 2026
Cheviot Value Management, LLC History No change 1,056 167 0.02% 0.02% 1611 0 0.0% Q2 2026 Aug 06, 2026
Plante Moran Financial Advisors, LLC History No change 1,039 164 0.01% 0.01% 1612 0 0.0% Q2 2026 Aug 06, 2026
Family Manage LLC History No change 1,031 163 0.02% 0.02% 1613 0 0.0% Q2 2026 Aug 14, 2026
Morse Asset Management, Inc History No change 1,025 162 0.03% 0.03% 1614 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 991 157 0.02% 0.02% 1615 0 0.0% Q2 2026 Aug 11, 2026
Johnson Financial Group, Inc. History No change 986 156 0.01% 0.01% 1616 0 0.0% Q2 2026 Aug 10, 2026
NBH Bank History No change 986 156 0.07% 0.07% 1617 0 0.0% Q2 2026 Aug 14, 2026
Collier Financial History No change 973 154 0.11% 0.11% 1618 0 0.0% Q2 2026 Jul 30, 2026
Princeton Global Asset Management LLC History No change 953 151 0.02% 0.02% 1619 0 0.0% Q2 2026 Jul 16, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 948 150 0.01% 0.01% 1620 0 0.0% Q2 2026 Aug 13, 2026
Brooklyn FI, LLC History No change 941 150 0.03% 0.03% 1621 0 0.0% Q2 2026 Aug 04, 2026
First Command Advisory Services, Inc. History No change 925 146 0.0% 0.0% 1622 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 917 145 0.01% 0.01% 1623 0 0.0% Q2 2026 Aug 06, 2026
Stone House Investment Management, LLC History No change 916 145 0.02% 0.02% 1624 0 0.0% Q2 2026 Aug 05, 2026
WealthShield Partners, LLC History No change 915 145 0.02% 0.02% 1625 0 0.0% Q2 2026 Aug 12, 2026
Hilton Head Capital Partners, LLC History No change 909 144 0.07% 0.07% 1626 0 0.0% Q2 2026 Jul 27, 2026
UNION SAVINGS BANK History No change 902 143 0.06% 0.06% 1627 0 0.0% Q2 2026 Jul 23, 2026
Private Wealth Asset Management, LLC History No change 890 141 0.01% 0.01% 1628 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 894 141 0.04% 0.04% 1629 0 0.0% Q2 2026 Jul 07, 2026
Align Financial, LLC History No change 893 141 0.07% 0.07% 1630 0 0.0% Q2 2026 Jul 27, 2026
Burnham & Co LLC History No change 883 140 0.11% 0.11% 1631 0 0.0% Q2 2026 Aug 11, 2026
Sage Mountain Advisors LLC History No change 880 139 0.01% 0.01% 1632 0 0.0% Q2 2026 Aug 05, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 870 138 0.03% 0.03% 1633 0 0.0% Q2 2026 Jul 15, 2026
Highland Investment Advisors LLC History No change 864 137 0.06% 0.06% 1634 0 0.0% Q2 2026 Aug 13, 2026
Family Legacy Financial Solutions, LLC History No change 852 135 0.08% 0.08% 1635 0 0.0% Q2 2026 Jul 14, 2026
MidFirst Bank History No change 842 133 0.01% 0.01% 1636 0 0.0% Q2 2026 Aug 07, 2026
Kingdom Financial Group LLC. History No change 835 132 0.03% 0.03% 1637 0 0.0% Q2 2026 Aug 07, 2026
United Community Bank History No change 833 132 0.04% 0.04% 1638 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Wealth Management, LLC History No change 838 132 0.02% 0.02% 1639 0 0.0% Q2 2026 Jul 30, 2026
Bernard Wealth Management Corp. History No change 793 125 0.05% 0.05% 1640 0 0.0% Q2 2026 Aug 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 767 121 0.01% 0.01% 1641 0 0.0% Q2 2026 Jul 13, 2026
Strategic Investment Advisors / MI History No change 762 120 0.01% 0.01% 1642 0 0.0% Q2 2026 Aug 14, 2026
REYL & Cie S.A. History No change 795 116 0.13% 0.13% 1643 0 0.0% Q2 2026 Oct 02, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 728 115 0.01% 0.01% 1644 0 0.0% Q2 2026 Aug 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 730 115 0.0% 0.0% 1645 0 0.0% Q2 2026 Jul 21, 2026
Investors Research Corp History No change 727 115 0.02% 0.02% 1646 0 0.0% Q2 2026 Jul 10, 2026
BARRETT & COMPANY, INC. History No change 719 114 0.03% 0.03% 1647 0 0.0% Q2 2026 Jul 24, 2026
Cherry Tree Wealth Management, LLC History No change 707 112 0.02% 0.02% 1648 0 0.0% Q2 2026 Sep 15, 2026
CDKV HOLDINGS LLC History No change 708 112 0.09% 0.09% 1649 0 0.0% Q2 2026 Jul 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 701 111 0.0% 0.0% 1650 0 0.0% Q2 2026 Jul 20, 2026
Commonwealth Retirement Investments LLC History No change 701 111 0.03% 0.03% 1651 0 0.0% Q2 2026 Aug 03, 2026
Grove Bank & Trust History No change 688 109 0.01% 0.01% 1652 0 0.0% Q2 2026 Jul 07, 2026
Physician Wealth Advisors, Inc. History No change 688 109 0.01% 0.01% 1653 0 0.0% Q2 2026 Jul 20, 2026
Ulland Investment Advisors, LLC History No change 670 106 0.08% 0.08% 1654 0 0.0% Q2 2026 Jul 16, 2026
Global Trust Asset Management, LLC History No change 654 103 0.03% 0.03% 1655 0 0.0% Q2 2026 Aug 03, 2026
Vanguard National Trust Co History No change 654 103 0.01% 0.01% 1656 0 0.0% Q2 2026 Aug 13, 2026
Dunhill Financial, LLC History No change 647 102 0.02% 0.02% 1657 0 0.0% Q2 2026 Aug 07, 2026
Purpose Unlimited Inc. History No change 630 100 0.0% 0.0% 1658 0 0.0% Q2 2026 Aug 13, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 637 100 0.13% 0.13% 1659 0 0.0% Q2 2026 Aug 13, 2026
Perkins Coie Trust Co History No change 627 99 0.02% 0.02% 1660 0 0.0% Q2 2026 Jul 09, 2026
Signature Equity Partners, LLC History No change 627 99 0.05% 0.05% 1661 0 0.0% Q2 2026 Jul 30, 2026
VESTOR CAPITAL, LLC History No change 1,500 98 0.01% 0.01% 1662 0 0.0% Q2 2026 Jul 28, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 600 97 0.02% 0.02% 1663 0 0.0% Q2 2026 Jul 27, 2026
Anchor Investment Management, LLC History No change 612 97 0.01% 0.01% 1664 0 0.0% Q2 2026 Sep 15, 2026
HM PAYSON & CO History No change 600 95 0.0% 0.0% 1665 0 0.0% Q2 2026 Jul 17, 2026
HHM Wealth Advisors, LLC History No change 605 95 0.01% 0.01% 1666 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Planning Group LLC History No change 595 94 0.01% 0.01% 1667 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 592 93 0.01% 0.01% 1668 0 0.0% Q2 2026 Jul 16, 2026
Ameritas Investment Partners, Inc. History No change 580 92 0.0% 0.0% 1669 0 0.0% Q2 2026 Aug 13, 2026
FIRST UNITED BANK & TRUST History No change 581 92 0.03% 0.03% 1670 0 0.0% Q2 2026 Jul 20, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 586 92 0.02% 0.02% 1671 0 0.0% Q2 2026 Jul 27, 2026
Intesa Sanpaolo Wealth Management History No change 580 92 0.02% 0.02% 1672 0 0.0% Q2 2026 Jul 23, 2026
DEUTSCHE BANK AG\ History No change 576 91 0.0% 0.0% 1673 0 0.0% Q2 2026 Aug 07, 2026
Winch Advisory Services, LLC History No change 562 89 0.02% 0.02% 1674 0 0.0% Q2 2026 Aug 06, 2026
Glassman Wealth Services History No change 566 89 0.01% 0.01% 1675 0 0.0% Q2 2026 Aug 05, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 550 87 0.02% 0.02% 1676 0 0.0% Q2 2026 Aug 07, 2026
WealthCollab, LLC History No change 549 87 0.03% 0.03% 1677 0 0.0% Q2 2026 Aug 10, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 554 87 0.05% 0.05% 1678 0 0.0% Q2 2026 Jul 21, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 552 87 0.01% 0.01% 1679 0 0.0% Q2 2026 Aug 13, 2026
Bravera Wealth History No change 553 87 0.03% 0.03% 1680 0 0.0% Q2 2026 Jul 23, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 545 86 0.02% 0.02% 1681 0 0.0% Q2 2026 Aug 14, 2026
Concord Wealth Partners History No change 538 85 0.01% 0.01% 1682 0 0.0% Q2 2026 Jul 27, 2026
Capitol Family Office, Inc. History No change 532 84 0.09% 0.09% 1683 0 0.0% Q2 2026 Jul 31, 2026
Keating Financial Advisory Services, Inc. History No change 532 84 0.01% 0.01% 1684 0 0.0% Q2 2026 Aug 11, 2026
Financial Management Professionals, Inc. History No change 526 83 0.01% 0.01% 1685 0 0.0% Q2 2026 Jul 09, 2026
Forum Finance Group S.A. History No change 650 83 0.03% 0.03% 1686 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN NATIONAL BANK & TRUST History No change 520 82 0.01% 0.01% 1687 0 0.0% Q2 2026 Jul 22, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 522 82 0.01% 0.01% 1688 0 0.0% Q2 2026 Jul 27, 2026
EFG International AG History No change 514 81 0.0% 0.0% 1689 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 509 80 0.02% 0.02% 1690 0 0.0% Q2 2026 Jul 22, 2026
Barnes Dennig Private Wealth Management LLC History No change 508 80 0.06% 0.06% 1691 0 0.0% Q2 2026 Jul 15, 2026
Glass Jacobson Investment Advisors llc History No change 500 79 0.02% 0.02% 1692 0 0.0% Q2 2026 Jul 30, 2026
Ramirez Asset Management, Inc. History No change 500 79 0.01% 0.01% 1693 0 0.0% Q2 2026 Aug 13, 2026
Pacifica Partners Inc. History No change 480 78 0.02% 0.02% 1694 0 0.0% Q2 2026 Jul 13, 2026
Caitlin John, LLC History No change 497 78 0.04% 0.04% 1695 0 0.0% Q2 2026 Aug 17, 2026
Kozak & Associates, Inc. History No change 478 76 0.01% 0.01% 1696 0 0.0% Q2 2026 Jul 02, 2026
Archer Investment Corp History No change 485 76 0.01% 0.01% 1697 0 0.0% Q2 2026 Aug 03, 2026
CARDIFF PARK ADVISORS, LLC History No change 480 76 0.01% 0.01% 1698 0 0.0% Q2 2026 Aug 14, 2026
BALLAST ADVISORS LLC History No change 477 75 0.02% 0.02% 1699 0 0.0% Q2 2026 Aug 12, 2026
Seneschal Advisors, LLC History No change 475 75 0.05% 0.05% 1700 0 0.0% Q2 2026 Aug 13, 2026
Financial Perspectives, Inc History No change 466 73 0.02% 0.02% 1701 0 0.0% Q2 2026 Jul 24, 2026
Harbor Asset Planning, Inc. History No change 454 72 0.05% 0.05% 1702 0 0.0% Q2 2026 Jul 22, 2026
Innovative Asset Advisors Group, LLC History No change 441 69 0.03% 0.03% 1703 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF VERMONT History No change 417 66 0.0% 0.0% 1704 0 0.0% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 410 65 0.0% 0.0% 1705 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History No change 381 64 0.01% 0.01% 1706 0 0.0% Q3 2026 Oct 01, 2026
Burk Holdings LLC History No change 407 64 0.02% 0.02% 1707 0 0.0% Q2 2026 Aug 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 402 63 0.02% 0.02% 1708 0 0.0% Q2 2026 Aug 05, 2026
Citizens National Bank Trust Department History No change 400 63 0.01% 0.01% 1709 0 0.0% Q2 2026 Jul 22, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 391 62 0.03% 0.03% 1710 0 0.0% Q2 2026 Aug 04, 2026
OBSIDIAN CIO, LLC History No change 392 62 0.05% 0.05% 1711 0 0.0% Q2 2026 Aug 03, 2026
Olistico Wealth, LLC History Added to 363 61 0.03% 0.02% 1714 +33 10.0% Q3 2026 Oct 05, 2026
Tradewinds Capital Management, LLC History No change 389 61 0.01% 0.01% 1712 0 0.0% Q2 2026 Jul 23, 2026
Founders Capital Management History No change 384 61 0.03% 0.03% 1713 0 0.0% Q2 2026 Jul 21, 2026
Allied Private Wealth LLC History No change 371 60 0.04% 0.04% 1715 0 0.0% Q2 2026 Jul 09, 2026
Paladin Advisory Group, LLC History No change 373 59 0.04% 0.04% 1716 0 0.0% Q2 2026 Jul 28, 2026
Keystone Financial Group, Inc. History No change 372 59 0.03% 0.03% 1717 0 0.0% Q2 2026 Jul 21, 2026
Polaris Financial Partners History New 338 58 0.03% — 1719 +338 New Q3 2026 Oct 02, 2026
Breakwater Investment Management History No change 369 58 0.02% 0.02% 1718 0 0.0% Q2 2026 Aug 06, 2026
Avion Wealth History No change 365 57 0.01% 0.01% 1720 0 0.0% Q2 2026 Jul 31, 2026
Provenance Wealth Advisors, LLC History No change 365 57 0.01% 0.01% 1721 0 0.0% Q2 2026 Jul 24, 2026
Key Capital Management, INC History No change 365 57 0.03% 0.03% 1722 0 0.0% Q2 2026 Jul 27, 2026
Investment Research & Advisory Group, Inc. History No change 145 56 0.02% 0.02% 1723 0 0.0% Q2 2026 Jul 23, 2026
PROSPERITY BANCSHARES INC History No change 351 55 0.04% 0.04% 1724 0 0.0% Q2 2026 Aug 14, 2026
Lloyd Advisory Services, LLC. History No change 351 55 0.02% 0.02% 1725 0 0.0% Q2 2026 Aug 07, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 345 54 0.0% 0.0% 1726 0 0.0% Q2 2026 Jul 08, 2026
Morton Brown Family Wealth, LLC History No change 342 54 0.01% 0.01% 1727 0 0.0% Q2 2026 Jul 21, 2026
LOUISBOURG INVESTMENTS INC. History No change 345 54 0.01% 0.01% 1728 0 0.0% Q2 2026 Jul 22, 2026
Tripletail Wealth Management, LLC History No change 330 54 0.06% 0.06% 1729 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 338 53 0.0% 0.0% 1730 0 0.0% Q2 2026 Aug 10, 2026
one8zero8, LLC History No change 340 53 0.01% 0.01% 1731 0 0.0% Q2 2026 Aug 10, 2026
FAS Wealth Partners, Inc. History No change 333 52 0.0% 0.0% 1732 0 0.0% Q2 2026 Jul 29, 2026
AMERIFLEX GROUP, INC. History No change 334 52 0.02% 0.02% 1733 0 0.0% Q2 2026 Aug 13, 2026
Financial Life Planners History No change 327 51 0.03% 0.03% 1734 0 0.0% Q2 2026 Jul 21, 2026
Signature Resources Capital Management, LLC History No change 321 50 0.02% 0.02% 1735 0 0.0% Q2 2026 Jul 13, 2026
Manchester Capital Management LLC History No change 312 49 0.01% 0.01% 1736 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 315 49 0.0% 0.0% 1737 0 0.0% Q2 2026 Aug 11, 2026
Markowski Investments History No change 313 49 0.01% 0.01% 1738 0 0.0% Q2 2026 Aug 13, 2026
FIRST COMMUNITY TRUST NA History No change 300 47 0.02% 0.02% 1739 0 0.0% Q2 2026 Jul 10, 2026
Pinnacle Bancorp, Inc. History No change 300 47 0.01% 0.01% 1740 0 0.0% Q2 2026 Jul 28, 2026
Addison Advisors LLC History No change 298 47 0.02% 0.02% 1741 0 0.0% Q2 2026 Aug 10, 2026
Strengthening Families & Communities, LLC History No change 299 47 0.01% 0.01% 1742 0 0.0% Q2 2026 Aug 11, 2026
TIAA Wealth Investment Management LLC History No change 296 47 0.0% 0.0% 1743 0 0.0% Q2 2026 Aug 10, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 296 46 0.01% 0.01% 1744 0 0.0% Q2 2026 Jul 24, 2026
Center for Financial Planning, Inc. History No change 273 43 0.0% 0.0% 1745 0 0.0% Q2 2026 Jul 21, 2026
ABOUND FINANCIAL, LLC History No change 276 43 0.02% 0.02% 1746 0 0.0% Q2 2026 Aug 14, 2026
Fairscale Capital, LLC History No change 277 43 0.03% 0.03% 1747 0 0.0% Q2 2026 Aug 07, 2026
SSA SWISS ADVISORS AG History No change 272 43 0.02% 0.02% 1748 0 0.0% Q2 2026 Aug 05, 2026
KERR FINANCIAL PLANNING Corp History No change 272 43 0.05% 0.05% 1749 0 0.0% Q2 2026 Jul 02, 2026
Cedar Mountain Advisors, LLC History No change 270 42 0.01% 0.01% 1750 0 0.0% Q2 2026 Jul 02, 2026
Regatta Research & Money Management History No change 266 42 0.04% 0.04% 1751 0 0.0% Q2 2026 Aug 11, 2026
Hanson & Doremus Investment Management History No change 251 40 0.0% 0.0% 1752 0 0.0% Q2 2026 Jul 29, 2026
Gleason Group, Inc. History No change 253 40 0.0% 0.0% 1753 0 0.0% Q2 2026 Jul 13, 2026
Covestor Ltd History No change 253 40 0.02% 0.02% 1754 0 0.0% Q2 2026 Aug 07, 2026
Knuff & Co LLC History No change 250 39 0.01% 0.01% 1755 0 0.0% Q2 2026 Aug 10, 2026
Washington Trust Advisors, Inc. History No change 244 38 0.0% 0.0% 1756 0 0.0% Q2 2026 Jul 29, 2026
Clark Wealth Partners History No change 243 38 0.02% 0.02% 1757 0 0.0% Q2 2026 Jul 28, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 228 36 0.0% 0.0% 1758 0 0.0% Q2 2026 Jul 24, 2026
Armor Investment Advisors, LLC History No change 230 36 0.01% 0.01% 1759 0 0.0% Q2 2026 Aug 04, 2026
Ankerstar Wealth, LLC History No change 233 36 0.03% 0.03% 1760 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History No change 208 35 0.0% 0.0% 1761 0 0.0% Q3 2026 Oct 06, 2026
HighMark Wealth Management LLC History No change 223 35 0.01% 0.01% 1762 0 0.0% Q2 2026 Aug 12, 2026
Fairway Wealth LLC History No change 226 35 0.01% 0.01% 1763 0 0.0% Q2 2026 Jul 24, 2026
Roxbury Financial LLC History Added to 207 34 0.03% 0.03% 1768 +1 0.49% Q3 2026 Oct 01, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 220 34 0.01% 0.01% 1764 0 0.0% Q2 2026 Jul 16, 2026
Wagner Wealth Management, LLC History No change 216 34 0.01% 0.01% 1765 0 0.0% Q2 2026 Jul 24, 2026
IAG Wealth Partners, LLC History No change 215 34 0.0% 0.0% 1766 0 0.0% Q2 2026 Aug 06, 2026
Acumen Wealth Advisors, LLC History No change 219 34 0.01% 0.01% 1767 0 0.0% Q2 2026 Aug 03, 2026
Bulwark Capital Corp History No change 220 34 0.02% 0.02% 1769 0 0.0% Q2 2026 Jul 06, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 215 34 0.03% 0.03% 1770 0 0.0% Q2 2026 Aug 05, 2026
1 NORTH WEALTH SERVICES LLC History No change 208 33 0.01% 0.01% 1771 0 0.0% Q2 2026 Aug 03, 2026
Bogart Wealth, LLC History No change 210 33 0.0% 0.0% 1772 0 0.0% Q2 2026 Jul 24, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 213 33 0.02% 0.02% 1773 0 0.0% Q2 2026 Aug 10, 2026
Topsail Wealth Management, LLC History No change 210 33 0.0% 0.0% 1774 0 0.0% Q2 2026 Aug 13, 2026
BankPlus Trust Department History No change 203 32 0.01% 0.01% 1775 0 0.0% Q2 2026 Jul 28, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 193 31 0.02% 0.02% 1776 0 0.0% Q2 2026 Aug 18, 2026
PINNEY & SCOFIELD, INC. History No change 200 31 0.02% 0.02% 1777 0 0.0% Q2 2026 Aug 07, 2026
Parvin Asset Management, LLC History No change 200 31 0.02% 0.02% 1778 0 0.0% Q2 2026 Aug 14, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 192 30 0.01% 0.01% 1779 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 192 30 0.01% 0.01% 1780 0 0.0% Q2 2026 Jul 15, 2026
Rialto Wealth Management, LLC History No change 186 29 0.01% 0.01% 1781 0 0.0% Q2 2026 Aug 11, 2026
Financial Gravity Companies, Inc. History No change 178 28 0.0% 0.0% 1782 0 0.0% Q2 2026 Aug 05, 2026
Orion Capital Management LLC History No change 179 28 0.01% 0.01% 1783 0 0.0% Q2 2026 Aug 17, 2026
Operose Advisors LLC History No change 178 28 0.01% 0.01% 1784 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 179 28 0.02% 0.02% 1785 0 0.0% Q2 2026 Aug 10, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 175 27 0.01% 0.01% 1786 0 0.0% Q2 2026 Aug 07, 2026
STEPH & CO History No change 170 26 0.01% 0.01% 1787 0 0.0% Q2 2026 Jul 16, 2026
RMG Wealth Management LLC History No change 155 26 0.0% 0.0% 1788 0 0.0% Q2 2026 Aug 13, 2026
Park Square Financial Group, LLC History No change 164 26 0.23% 0.23% 1789 0 0.0% Q2 2026 Jul 31, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 170 26 0.02% 0.02% 1790 0 0.0% Q2 2026 Aug 11, 2026
Rakuten Securities, Inc. History No change 162 25 0.01% 0.01% 1791 0 0.0% Q2 2026 Aug 11, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 276 25 0.03% 0.03% 1792 0 0.0% Q2 2026 Jul 27, 2026
Pioneer Family Office, LLC History No change 163 25 0.01% 0.01% 1793 0 0.0% Q2 2026 Jul 27, 2026
Eukles Asset Management History No change 155 24 0.01% 0.01% 1794 0 0.0% Q2 2026 Aug 05, 2026
Financial Avengers, Inc. History No change 153 24 0.01% 0.01% 1795 0 0.0% Q2 2026 Aug 18, 2026
Investors Portfolio Services LLC History No change 153 24 0.02% 0.02% 1796 0 0.0% Q2 2026 Aug 14, 2026
Strive Financial Group ,LLC History No change 157 24 0.01% 0.01% 1797 0 0.0% Q2 2026 Aug 14, 2026
Noble Wealth Management PBC History New 140 23 0.01% — 1805 +140 New Q3 2026 Oct 01, 2026
Oakworth Capital, Inc. History No change 150 23 0.0% 0.0% 1798 0 0.0% Q2 2026 Jul 22, 2026
Luken Investment Analytics, LLC History No change 150 23 0.01% 0.01% 1799 0 0.0% Q2 2026 Jul 28, 2026
Davis Capital Management History No change 150 23 0.01% 0.01% 1800 0 0.0% Q2 2026 Jul 16, 2026
Beaird Harris Wealth Management, LLC History No change 148 23 0.0% 0.0% 1801 0 0.0% Q2 2026 Jul 08, 2026
JDM Financial Group LLC History No change 150 23 0.01% 0.01% 1802 0 0.0% Q2 2026 Aug 17, 2026
PFS Partners, LLC History No change 147 23 0.01% 0.01% 1803 0 0.0% Q2 2026 Jul 20, 2026
VIMA LLC History No change 150 23 0.02% 0.02% 1804 0 0.0% Q2 2026 Jul 24, 2026
Game Plan Financial Advisors, LLC History No change 139 22 0.01% 0.01% 1806 0 0.0% Q2 2026 Aug 07, 2026
WPG Advisers, LLC History No change 139 22 0.01% 0.01% 1807 0 0.0% Q2 2026 Aug 05, 2026
Atomic Invest LLC History No change 138 22 0.0% 0.0% 1808 0 0.0% Q2 2026 Sep 25, 2026
Piscataqua Savings Bank History No change 134 21 0.01% 0.01% 1809 0 0.0% Q2 2026 Jul 09, 2026
DiNuzzo Private Wealth, Inc. History No change 135 21 0.0% 0.0% 1810 0 0.0% Q2 2026 Jul 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 130 20 0.0% 0.0% 1811 0 0.0% Q2 2026 Aug 13, 2026
MCDONALD PARTNERS LLC History No change 128 20 0.0% 0.0% 1812 0 0.0% Q2 2026 Jul 28, 2026
Legacy Bridge, LLC History No change 132 20 0.01% 0.01% 1813 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 131 20 0.01% 0.01% 1814 0 0.0% Q2 2026 Aug 13, 2026
Abound Wealth Management History No change 126 19 0.0% 0.0% 1815 0 0.0% Q2 2026 Jul 10, 2026
Miller Capital Partners, Inc. History No change 123 19 0.01% 0.01% 1816 0 0.0% Q2 2026 Aug 12, 2026
First PREMIER Bank History No change 111 18 0.0% 0.0% 1817 0 0.0% Q2 2026 Jul 15, 2026
Synergy Investment Management, LLC History No change 116 18 0.0% 0.0% 1818 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History Reduced 105 17 0.0% 0.0% 1820 -60 -36.36% Q3 2026 Oct 05, 2026
Inspire Investing, LLC History No change 113 17 0.0% 0.0% 1819 0 0.0% Q2 2026 Aug 12, 2026
DHJJ Financial Advisors, Ltd. History No change 104 16 0.0% 0.0% 1821 0 0.0% Q2 2026 Jul 24, 2026
Wealth Enhancement Trust Services, Inc. History No change 102 16 0.0% 0.0% 1822 0 0.0% Q2 2026 Jul 22, 2026
NorthAvenue LLC History No change 106 16 0.01% 0.01% 1823 0 0.0% Q2 2026 Jul 21, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 100 15 0.0% 0.0% 1824 0 0.0% Q2 2026 Jul 21, 2026
WOLFF WIESE MAGANA LLC History No change 97 15 0.01% 0.01% 1825 0 0.0% Q2 2026 Jul 13, 2026
True Wealth Design, LLC History No change 100 15 0.0% 0.0% 1826 0 0.0% Q2 2026 Jul 16, 2026
Quest 10 Wealth Builders, Inc. History No change 96 15 0.01% 0.01% 1827 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 100 15 0.01% 0.01% 1828 0 0.0% Q2 2026 Aug 11, 2026
MACQUARIE GROUP LTD History No change 90 14 0.0% 0.0% 1829 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 84 14 0.0% 0.0% 1830 0 0.0% Q2 2026 Aug 13, 2026
Integrity Financial Corp /WA History No change 91 14 0.01% 0.01% 1831 0 0.0% Q2 2026 Jul 31, 2026
ARVEST INVESTMENTS, INC. History No change 84 13 0.0% 0.0% 1832 0 0.0% Q2 2026 Jul 17, 2026
Vermillion Wealth Management, Inc. History No change 84 13 0.0% 0.0% 1833 0 0.0% Q2 2026 Jul 15, 2026
Imprint Wealth LLC History No change 88 13 0.05% 0.05% 1834 0 0.0% Q2 2026 Aug 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 79 12 0.0% 0.0% 1835 0 0.0% Q2 2026 Jul 13, 2026
Rice Partnership, LLC History No change 81 12 0.0% 0.0% 1836 0 0.0% Q2 2026 Jul 29, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 73 11 0.0% 0.0% 1837 0 0.0% Q2 2026 Jul 27, 2026
Arlington Trust Co LLC History No change 75 11 0.0% 0.0% 1838 0 0.0% Q2 2026 Jul 07, 2026
Comprehensive Financial Planning, Inc./PA History No change 73 11 0.01% 0.01% 1839 0 0.0% Q2 2026 Aug 10, 2026
High Point Wealth Management, LLC History No change 70 11 0.01% 0.01% 1840 0 0.0% Q2 2026 Jul 20, 2026
TOMPKINS FINANCIAL CORP History No change 62 10 0.0% 0.0% 1841 0 0.0% Q3 2026 Oct 05, 2026
IMG Wealth Management, Inc. History No change 67 10 0.01% 0.01% 1842 0 0.0% Q2 2026 Aug 07, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 65 10 0.01% 0.01% 1843 0 0.0% Q2 2026 Aug 05, 2026
Balentine LLC History No change 63 9 0.0% 0.0% 1844 0 0.0% Q2 2026 Aug 06, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 60 9 0.02% 0.02% 1845 0 0.0% Q2 2026 Aug 13, 2026
Peterson Wealth Services History No change 58 9 0.0% 0.0% 1846 0 0.0% Q2 2026 Jul 27, 2026
New England Capital Financial Advisors LLC History No change 63 9 0.0% 0.0% 1847 0 0.0% Q2 2026 Jul 27, 2026
Valued Wealth Advisors LLC History No change 61 9 0.0% 0.0% 1848 0 0.0% Q2 2026 Jul 20, 2026
Windsor Advisory Group, LLC History No change 54 8 0.01% 0.01% 1849 0 0.0% Q2 2026 Aug 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 50 7 0.0% 0.0% 1850 0 0.0% Q2 2026 Aug 10, 2026
City State Bank History No change 50 7 0.0% 0.0% 1851 0 0.0% Q2 2026 Jul 14, 2026
Bullseye Investment Management, LLC History No change 50 7 0.0% 0.0% 1852 0 0.0% Q2 2026 Sep 11, 2026
Redwood Park Advisors LLC History No change 45 7 0.0% 0.0% 1853 0 0.0% Q2 2026 Aug 11, 2026
BLUELINE ADVISORS LLC History No change 56 7 0.0% 0.0% 1854 0 0.0% Q2 2026 Jul 27, 2026
Philadelphia Investment Partners, LLC History No change 48 7 0.0% 0.0% 1855 0 0.0% Q2 2026 Aug 14, 2026
Monetary Solutions, Ltd History No change 42 6 0.01% 0.01% 1856 0 0.0% Q2 2026 Jul 23, 2026
Blume Capital Management, Inc. History No change 35 5 0.0% 0.0% 1857 0 0.0% Q2 2026 Jul 27, 2026
Joseph Group Capital Management History No change 36 5 0.0% 0.0% 1858 0 0.0% Q2 2026 Aug 06, 2026
SFAM, LLC History No change 30 4 0.0% 0.0% 1859 0 0.0% Q2 2026 Aug 13, 2026
HOEY INVESTMENTS, INC History No change 30 4 0.0% 0.0% 1860 0 0.0% Q2 2026 Jul 27, 2026
Mosley Wealth Management History No change 29 4 0.0% 0.0% 1861 0 0.0% Q2 2026 Jul 23, 2026
NCP Inc. History No change 29 4 0.01% 0.01% 1862 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 29 4 0.0% 0.0% 1863 0 0.0% Q2 2026 Jul 24, 2026
Vision Retirement, LLC History No change 30 4 0.0% 0.0% 1864 0 0.0% Q2 2026 Jul 21, 2026
LifeSteps Financial, Inc. History No change 24 3 0.0% 0.0% 1865 0 0.0% Q2 2026 Jul 17, 2026
Gen-Wealth Partners Inc History No change 25 3 0.0% 0.0% 1866 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 16 2 0.0% 0.0% 1867 0 0.0% Q2 2026 Jul 29, 2026
Mechanics Financial Corp History No change 18 2 0.0% 0.0% 1868 0 0.0% Q2 2026 Aug 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 15 2 0.0% 0.0% 1869 0 0.0% Q2 2026 Jul 21, 2026
Meramec Financial Planners, LLC History No change 13 2 0.0% 0.0% 1870 0 0.0% Q2 2026 Jul 28, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 17 2 0.0% 0.0% 1871 0 0.0% Q2 2026 Aug 14, 2026
Go Invest LLC History No change 13 2 0.0% 0.0% 1872 0 0.0% Q2 2026 Aug 05, 2026
Sawyer & Company, Inc History No change 7 1 0.0% 0.0% 1873 0 0.0% Q2 2026 Jul 23, 2026
SYNTAX RESEARCH, INC. History No change 9 1 0.0% 0.0% 1874 0 0.0% Q2 2026 Jul 31, 2026
Copia Wealth Management History No change 12 1 0.0% 0.0% 1875 0 0.0% Q2 2026 Aug 17, 2026
Capital Advisor Network LLC History No change 10 1 0.0% 0.0% 1876 0 0.0% Q2 2026 Aug 13, 2026
Coastline Trust Co History Closed out 0 0 — 0.0% — -345 -100.0% Q3 2026 Oct 01, 2026
Banque Cantonale Vaudoise History No change 654 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Quent Capital, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Freestone Grove Partners LP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Nova Wealth Management, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 13, 2026