SELECT SECTOR SPDR TRUST - XLY

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 39,616,579 4,646,232 0.3% 0.3% 1 0 0.0% Q2 2026 Aug 14, 2026
PeakShares LLC History No change 16,820 1,972,650 1.47% 1.47% 2 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 13,178,491 1,543,465 0.09% 0.09% 3 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 8,485,200 995,144 0.11% 0.11% 4 0 0.0% Q2 2026 Sep 02, 2026
MORGAN STANLEY History No change 8,126,991 953,133 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 13, 2026
Elliott Investment Management L.P. History No change 7,100,000 832,688 3.67% 3.67% 6 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 6,211,522 728,487 0.12% 0.12% 7 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 5,839,014 684,799 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 5,528,124 648,338 0.23% 0.23% 9 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 4,771,361 559,585 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 4,155,912 487,405 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 3,570,336 418,728 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 3,231,019 378,933 2.42% 2.42% 13 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 3,163,724 371,041 0.12% 0.12% 14 0 0.0% Q2 2026 Aug 03, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,120,982 366,028 0.1% 0.1% 15 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 3,022,702 354,502 0.36% 0.36% 16 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 2,800,487 328,441 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,792,320 327,483 0.08% 0.08% 18 0 0.0% Q2 2026 Sep 23, 2026
AMERIPRISE FINANCIAL INC History No change 2,542,249 298,160 0.06% 0.06% 19 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 2,501,017 293,319 3.67% 3.67% 20 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 702,398 273,373 0.09% 0.09% 21 0 0.0% Q2 2026 Aug 13, 2026
Main Management ETF Advisors, LLC History No change 2,141,512 251,157 7.6% 7.6% 22 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 2,127,980 249,567 1.68% 1.68% 23 0 0.0% Q2 2026 Jul 20, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 1,830,206 214,646 0.84% 0.84% 24 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 1,611,333 188,977 0.37% 0.37% 25 0 0.0% Q2 2026 Aug 05, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 1,589,552 186,422 0.79% 0.79% 26 0 0.0% Q2 2026 Aug 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 1,350,600 158,398 0.71% 0.71% 27 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 1,305,668 153,129 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 1,235,864 144,942 0.17% 0.17% 29 0 0.0% Q2 2026 Jul 28, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 1,108,494 129,995 0.63% 0.63% 30 0 0.0% Q2 2026 Jul 29, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,108,300 129,981 0.09% 0.09% 31 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 1,046,187 122,696 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 14, 2026
WestEnd Advisors, LLC History No change 1,025,999 120,333 2.68% 2.68% 33 0 0.0% Q2 2026 Jul 22, 2026
CIBC WORLD MARKET INC. History No change 1,005,682 117,946 0.19% 0.19% 34 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 654,279 76,753 0.09% 0.09% 35 0 0.0% Q2 2026 Aug 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 644,178 75,548 2.02% 2.02% 36 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 602,984 70,717 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History No change 571,904 67,072 0.26% 0.26% 38 0 0.0% Q2 2026 Aug 10, 2026
FACTORY MUTUAL INSURANCE CO History No change 568,000 66,615 0.63% 0.63% 39 0 0.0% Q2 2026 Jul 21, 2026
Cetera Investment Advisers History No change 540,985 63,446 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 12, 2026
KCM INVESTMENT ADVISORS LLC History No change 526,859 61,790 1.84% 1.84% 41 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 526,823 61,785 0.07% 0.07% 42 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 516,912 60,624 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 504,529 59,171 0.09% 0.09% 44 0 0.0% Q2 2026 Aug 13, 2026
RiverFront Investment Group, LLC History No change 487,601 57,185 0.76% 0.76% 45 0 0.0% Q2 2026 Jul 29, 2026
Brevan Howard Capital Management LP History No change 482,681 56,608 0.42% 0.42% 46 0 0.0% Q2 2026 Aug 14, 2026
Main Management LLC History No change 482,051 56,535 3.8% 3.8% 47 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 477,396 55,989 0.06% 0.06% 48 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 476,099 55,836 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 05, 2026
Fisher Asset Management, LLC History No change 419,881 49,243 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 04, 2026
TUDOR INVESTMENT CORP ET AL History No change 418,023 49,025 0.07% 0.07% 51 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 409,731 48,053 0.18% 0.18% 52 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 407,374 47,776 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 406,747 47,704 1.17% 1.17% 54 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 402,951 47,258 0.99% 0.99% 55 0 0.0% Q2 2026 Jul 29, 2026
NATIXIS History No change 401,677 47,108 0.19% 0.19% 56 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 401,248 47,058 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 19, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 393,431 46,142 0.53% 0.53% 58 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 371,556 43,576 0.0% 0.0% 59 0 0.0% Q2 2026 Sep 22, 2026
HRT FINANCIAL LP History No change 369,445 43,328 0.08% 0.08% 60 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 363,540 42,635 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 07, 2026
CREDIT AGRICOLE S A History No change 343,655 40,303 0.08% 0.08% 62 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 336,900 39,511 0.03% 0.03% 63 0 0.0% Q2 2026 Sep 02, 2026
Trilogy Capital Inc. History No change 336,087 39,416 1.53% 1.53% 64 0 0.0% Q2 2026 Jul 02, 2026
BlackRock, Inc. History No change 294,815 34,575 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 07, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 284,042 33,312 1.79% 1.79% 66 0 0.0% Q2 2026 Jul 15, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 275,382 32,296 0.7% 0.7% 67 0 0.0% Q2 2026 Jul 17, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 293,353 31,928 1.92% 2.07% 68 +3,612 1.25% Q3 2026 Oct 09, 2026
Trek Financial, LLC History No change 254,539 29,852 1.48% 1.48% 69 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 246,330 28,889 0.04% 0.04% 70 0 0.0% Q2 2026 Jul 29, 2026
MML INVESTORS SERVICES, LLC History No change 242,768 28,471 0.06% 0.06% 71 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 238,921 28,020 0.83% 0.83% 72 0 0.0% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History No change 237,197 27,818 0.13% 0.13% 73 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 226,500 26,563 0.12% 0.12% 74 0 0.0% Q2 2026 Aug 13, 2026
DAIDO LIFE INSURANCE CO History No change 225,195 26,411 3.59% 3.59% 75 0 0.0% Q2 2026 Aug 04, 2026
BANK OF MONTREAL /CAN/ History No change 219,157 25,702 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 217,260 25,480 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
IMZ Advisory Inc History No change 213,105 24,992 7.91% 7.91% 78 0 0.0% Q2 2026 Jul 07, 2026
Volterra Technologies LP History No change 208,560 24,459 3.52% 3.52% 79 0 0.0% Q2 2026 Aug 14, 2026
SAMLYN CAPITAL, LLC History No change 208,261 24,424 0.4% 0.4% 80 0 0.0% Q2 2026 Aug 14, 2026
Swan Global Investments, LLC History No change 203,454 23,861 0.7% 0.7% 81 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 199,906 23,444 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 195,176 22,890 0.24% 0.24% 83 0 0.0% Q2 2026 Aug 03, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 194,353 22,793 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 191,798 22,494 0.04% 0.04% 85 0 0.0% Q2 2026 Aug 05, 2026
Bellwether Advisors, LLC History No change 191,679 22,480 3.33% 3.33% 86 0 0.0% Q2 2026 Aug 13, 2026
Biltmore Wealth Management, LLC History Added to 206,389 22,463 6.96% 7.31% 87 +6,724 3.37% Q3 2026 Oct 09, 2026
JONES FINANCIAL COMPANIES LLLP History No change 188,037 21,529 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 180,906 21,216 0.06% 0.06% 89 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 180,837 21,208 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 07, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 180,728 21,195 0.87% 0.87% 91 0 0.0% Q2 2026 Aug 05, 2026
VAN ECK ASSOCIATES CORP History No change 180,400 21,157 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
MARTIN & CO INC /TN/ History No change 177,601 20,829 3.25% 3.25% 93 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 169,768 19,910 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 13, 2026
SPINNAKER TRUST History No change 163,677 19,196 0.93% 0.93% 95 0 0.0% Q2 2026 Aug 03, 2026
Salomon & Ludwin, LLC History No change 155,065 18,362 1.51% 1.51% 96 0 0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 155,536 18,241 0.03% 0.03% 97 0 0.0% Q2 2026 Aug 13, 2026
SRB CORP History No change 154,540 18,124 0.97% 0.97% 98 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 151,061 17,716 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 27, 2026
Kingsview Wealth Management, LLC History No change 148,820 17,453 0.21% 0.21% 100 0 0.0% Q2 2026 Aug 18, 2026
Capula Management Ltd History No change 148,233 17,384 0.06% 0.06% 101 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 147,108 17,252 0.61% 0.61% 102 0 0.0% Q2 2026 Aug 05, 2026
Peak Retirement Planning, Inc. History No change 146,239 17,150 2.72% 2.72% 103 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 145,808 17,100 0.04% 0.04% 104 0 0.0% Q2 2026 Jul 27, 2026
WBH ADVISORY INC History No change 144,694 16,969 1.14% 1.14% 105 0 0.0% Q2 2026 Aug 05, 2026
Concurrent Investment Advisors, LLC History No change 144,651 16,964 0.14% 0.14% 106 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 144,488 16,945 0.03% 0.03% 107 0 0.0% Q2 2026 Jul 30, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 138,450 16,237 1.15% 1.15% 108 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 138,424 16,234 0.08% 0.08% 109 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 136,248 15,979 0.04% 0.04% 110 0 0.0% Q2 2026 Aug 14, 2026
TCP Asset Management, LLC History No change 135,997 15,949 1.81% 1.81% 111 0 0.0% Q2 2026 Jul 15, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 131,700 15,552 3.27% 3.27% 112 0 0.0% Q2 2026 Jul 15, 2026
Mariner, LLC History No change 132,187 15,502 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 129,716 15,213 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 128,321 15,049 0.09% 0.09% 115 0 0.0% Q2 2026 Jul 20, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 125,976 14,774 0.76% 0.76% 116 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Advisors, LLC History No change 125,225 14,686 0.04% 0.04% 117 0 0.0% Q2 2026 Aug 12, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 124,207 14,566 1.72% 1.72% 118 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 123,028 14,428 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 13, 2026
Stillwater Capital Advisors, LLC History No change 120,912 14,180 1.45% 1.45% 120 0 0.0% Q2 2026 Jul 23, 2026
Quantinno Capital Management LP History No change 119,866 14,057 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 116,171 13,624 0.27% 0.27% 122 0 0.0% Q2 2026 Jul 15, 2026
REDSTONE WEALTH MANAGEMENT, LLC History No change 115,749 13,575 8.86% 8.86% 123 0 0.0% Q2 2026 Jul 15, 2026
Equitable Holdings, Inc. History No change 115,614 13,559 0.08% 0.08% 124 0 0.0% Q2 2026 Aug 17, 2026
Clarity Financial LLC History No change 114,884 13,473 1.14% 1.14% 125 0 0.0% Q2 2026 Jul 20, 2026
Cadent Capital Advisors, LLC History Reduced 122,449 13,327 2.86% 3.11% 126 -6,235 -4.85% Q3 2026 Oct 09, 2026
Private Wealth Advisors, LLC History No change 107,216 12,574 3.22% 3.22% 127 0 0.0% Q2 2026 Aug 06, 2026
SIMON QUICK ADVISORS, LLC History No change 106,202 12,455 0.5% 0.5% 128 0 0.0% Q2 2026 Jul 28, 2026
Encompass More Asset Management History No change 104,666 12,275 1.79% 1.79% 129 0 0.0% Q2 2026 Jul 14, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 104,323 12,235 0.82% 0.82% 130 0 0.0% Q2 2026 Jul 20, 2026
Bank of New York Mellon Corp History No change 102,821 12,058 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 06, 2026
SteelPeak Wealth, LLC History No change 99,008 11,611 0.3% 0.3% 132 0 0.0% Q2 2026 Jul 13, 2026
WCG Wealth Advisors LLC History No change 98,976 11,607 0.28% 0.28% 133 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 97,958 11,488 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 96,433 11,309 0.43% 0.43% 135 0 0.0% Q2 2026 Aug 13, 2026
Vickerman Investment Advisors, Inc. History No change 96,398 11,305 2.19% 2.19% 136 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 92,983 10,980 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 93,038 10,911 0.11% 0.11% 138 0 0.0% Q2 2026 Jul 15, 2026
Federation des caisses Desjardins du Quebec History No change 91,107 10,683 0.03% 0.03% 139 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 89,459 10,491 0.11% 0.11% 140 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 87,045 10,208 0.13% 0.13% 141 0 0.0% Q2 2026 Aug 06, 2026
Cinctive Capital Management LP History No change 85,071 9,977 0.37% 0.37% 142 0 0.0% Q2 2026 Aug 14, 2026
FORBES J M & CO LLP History No change 85,054 9,975 0.78% 0.78% 143 0 0.0% Q2 2026 Jul 20, 2026
Tamar Securities, LLC History No change 83,234 9,761 0.91% 0.91% 144 0 0.0% Q2 2026 Aug 05, 2026
Savvy Advisors, Inc. History No change 83,058 9,740 0.21% 0.21% 145 0 0.0% Q2 2026 Aug 03, 2026
Carnegie Investment Counsel History No change 82,597 9,687 0.19% 0.19% 146 0 0.0% Q2 2026 Jul 30, 2026
Intrua Financial, LLC History No change 82,224 9,643 0.88% 0.88% 147 0 0.0% Q2 2026 Jul 24, 2026
AQR CAPITAL MANAGEMENT LLC History No change 81,861 9,600 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 81,860 9,600 0.1% 0.1% 149 0 0.0% Q2 2026 Jul 28, 2026
BENJAMIN EDWARDS INC History No change 81,186 9,521 0.09% 0.09% 150 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 81,079 9,508 0.04% 0.04% 151 0 0.0% Q2 2026 Jul 27, 2026
Winthrop Capital Management, LLC History No change 79,515 9,326 2.25% 2.25% 152 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 79,207 9,289 0.2% 0.2% 153 0 0.0% Q2 2026 Aug 14, 2026
Premier Path Wealth Partners, LLC History No change 79,153 9,283 1.07% 1.07% 154 0 0.0% Q2 2026 Jul 21, 2026
GTS SECURITIES LLC History No change 79,057 9,271 0.2% 0.2% 155 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 74,925 8,787 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 12, 2026
BRAVE ASSET MANAGEMENT INC History No change 73,097 8,572 1.83% 1.83% 157 0 0.0% Q2 2026 Jul 08, 2026
Asset Advisors Investment Management, LLC History No change 72,265 8,475 0.78% 0.78% 158 0 0.0% Q2 2026 Jul 22, 2026
Kestra Advisory Services, LLC History No change 71,934 8,436 0.03% 0.03% 159 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 71,470 8,404 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 14, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 76,830 8,362 1.96% 2.03% 161 +5,129 7.15% Q3 2026 Oct 06, 2026
Evolution Wealth Advisors, LLC History No change 70,950 8,321 0.97% 0.97% 162 0 0.0% Q2 2026 Jul 29, 2026
Orange Investment Advisors, Inc. History No change 70,000 8,209 1.0% 1.0% 163 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 69,741 8,176 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 15, 2026
Virtu Financial LLC History No change 69,541 8,156 0.26% 0.26% 165 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History No change 68,827 8,072 0.13% 0.13% 166 0 0.0% Q2 2026 Jul 15, 2026
Vertex Investment Solutions Co., Ltd. History No change 68,600 8,037 5.42% 5.42% 167 0 0.0% Q2 2026 Jul 15, 2026
Venturi Wealth Management, LLC History No change 67,958 7,970 0.31% 0.31% 168 0 0.0% Q2 2026 Jul 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 67,664 7,935 0.1% 0.1% 169 0 0.0% Q2 2026 Jul 24, 2026
THOR TRADING ADVISORS, LLC History No change 67,568 7,924 2.49% 2.49% 170 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 67,444 7,909 0.15% 0.15% 171 0 0.0% Q2 2026 Aug 06, 2026
3EDGE Asset Management, LP History No change 65,662 7,700 0.34% 0.34% 172 0 0.0% Q2 2026 Jul 27, 2026
Arax Advisory Partners History No change 65,327 7,661 0.05% 0.05% 173 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 64,444 7,558 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 07, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 64,210 7,530 0.99% 0.99% 175 0 0.0% Q2 2026 Aug 06, 2026
DAVENPORT & Co LLC History No change 64,081 7,515 0.04% 0.04% 176 0 0.0% Q2 2026 Jul 13, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 63,624 7,461 0.92% 0.92% 177 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 63,250 7,417 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 62,624 7,345 0.05% 0.05% 179 0 0.0% Q2 2026 Jul 20, 2026
Ameraudi Asset Management, Inc. History No change 62,446 7,323 3.32% 3.32% 180 0 0.0% Q2 2026 Aug 06, 2026
PINNACLE ASSOCIATES LTD History No change 61,606 7,225 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 03, 2026
Harbour Trust & Investment Management Co History No change 60,155 7,054 0.68% 0.68% 182 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 59,620 6,992 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
PETERSON WEALTH MANAGEMENT History No change 59,570 6,986 3.26% 3.26% 184 0 0.0% Q2 2026 Jul 30, 2026
Talon Private Wealth, LLC History No change 59,106 6,931 0.81% 0.81% 185 0 0.0% Q2 2026 Sep 11, 2026
MMBG INVESTMENT ADVISORS CO. History No change 58,966 6,915 0.55% 0.55% 186 0 0.0% Q2 2026 Aug 10, 2026
FORONJY FINANCIAL LLC History No change 57,175 6,705 2.46% 2.46% 187 0 0.0% Q2 2026 Jul 23, 2026
FIRST INTERSTATE BANK History No change 57,152 6,702 0.35% 0.35% 188 0 0.0% Q2 2026 Jul 24, 2026
Steele Capital Management, Inc. History No change 56,671 6,646 0.24% 0.24% 189 0 0.0% Q2 2026 Jul 28, 2026
Larson Financial Group LLC History No change 56,387 6,613 0.17% 0.17% 190 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 56,159 6,586 0.11% 0.11% 191 0 0.0% Q2 2026 Jul 21, 2026
Robertson Stephens Wealth Management, LLC History No change 56,018 6,569 0.16% 0.16% 192 0 0.0% Q2 2026 Jul 29, 2026
FIRST MERCHANTS CORP History No change 55,746 6,537 0.23% 0.23% 193 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 54,965 6,441 0.03% 0.03% 194 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 54,557 6,398 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 14, 2026
AdvisorShares Investments LLC History No change 54,488 6,390 0.77% 0.77% 196 0 0.0% Q2 2026 Aug 11, 2026
DAVIS R M INC History No change 54,401 6,380 0.1% 0.1% 197 0 0.0% Q2 2026 Aug 14, 2026
Quantitative Investment Management, LLC History No change 54,284 6,366 0.69% 0.69% 198 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 54,085 6,343 0.26% 0.26% 199 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 53,677 6,295 0.12% 0.12% 200 0 0.0% Q2 2026 Aug 12, 2026
Granite Harbor Advisors, Inc. History No change 53,652 6,292 2.49% 2.49% 201 0 0.0% Q2 2026 Jul 31, 2026
CHEMUNG CANAL TRUST CO History No change 53,300 6,251 1.16% 1.16% 202 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 53,180 6,236 0.07% 0.07% 203 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 52,532 6,160 0.04% 0.04% 204 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 52,381 6,143 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 12, 2026
Cooksen Wealth, LLC History No change 52,242 6,126 3.86% 3.86% 206 0 0.0% Q2 2026 Jul 30, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 51,557 6,046 0.39% 0.39% 207 0 0.0% Q2 2026 Jul 24, 2026
Compass Wealth Management, LLC/GA History No change 50,428 5,914 2.36% 2.36% 208 0 0.0% Q2 2026 Jul 21, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 53,937 5,870 0.59% 0.63% 209 -802 -1.47% Q3 2026 Oct 08, 2026
Segment Wealth Management, LLC History No change 49,825 5,843 0.3% 0.3% 210 0 0.0% Q2 2026 Jul 16, 2026
Keebeck Wealth Management History No change 48,280 5,662 0.55% 0.55% 211 0 0.0% Q2 2026 Aug 11, 2026
Dakota Wealth Management History No change 47,957 5,624 0.11% 0.11% 212 0 0.0% Q2 2026 Aug 07, 2026
HANCOCK WHITNEY CORP History No change 47,747 5,599 0.09% 0.09% 213 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 47,717 5,596 0.04% 0.04% 214 0 0.0% Q2 2026 Sep 08, 2026
GERMAN AMERICAN BANCORP, INC. History No change 47,499 5,570 0.42% 0.42% 215 0 0.0% Q2 2026 Aug 06, 2026
Hartford Financial Management Inc. History No change 47,270 5,543 1.24% 1.24% 216 0 0.0% Q2 2026 Jul 23, 2026
CONGRESS ASSET MANAGEMENT CO History New 50,880 5,537 0.04% — 217 +50,880 New Q3 2026 Oct 06, 2026
Atlantic Union Bankshares Corp History No change 46,641 5,470 0.09% 0.09% 218 0 0.0% Q2 2026 Aug 11, 2026
Stockman Wealth Management, Inc. History No change 45,923 5,385 0.56% 0.56% 219 0 0.0% Q2 2026 Aug 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 45,415 5,326 0.08% 0.08% 220 0 0.0% Q2 2026 Jul 28, 2026
Galvin, Gaustad & Stein, LLC History Added to 48,803 5,311 0.4% 0.37% 221 +6,101 14.29% Q3 2026 Oct 08, 2026
Midwest Trust Co History No change 45,262 5,308 0.06% 0.06% 222 0 0.0% Q2 2026 Aug 04, 2026
Itau Unibanco Holding S.A. History No change 44,968 5,273 0.1% 0.1% 223 0 0.0% Q2 2026 Aug 14, 2026
TCV Trust & Wealth Management, Inc. History No change 44,596 5,230 0.4% 0.4% 224 0 0.0% Q2 2026 Jul 24, 2026
Algorithmic Investment Models, LLC History No change 44,104 5,172 5.99% 5.99% 225 0 0.0% Q2 2026 Aug 07, 2026
COMMERCE BANK History No change 43,601 5,113 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 43,454 5,096 0.02% 0.02% 227 0 0.0% Q2 2026 Jul 28, 2026
Symmetry Investments LP History No change 42,800 5,019 0.34% 0.34% 228 0 0.0% Q2 2026 Aug 14, 2026
Simmons Bank History No change 42,728 5,011 0.29% 0.29% 229 0 0.0% Q2 2026 Jul 31, 2026
Cannon Advisors, Inc. History No change 43,116 4,997 3.04% 3.04% 230 0 0.0% Q2 2026 Jul 15, 2026
FCA CORP /TX History No change 42,403 4,973 1.22% 1.22% 231 0 0.0% Q2 2026 Aug 11, 2026
BANK HAPOALIM BM History No change 42,246 4,955 0.33% 0.33% 232 0 0.0% Q2 2026 Aug 05, 2026
United Asset Strategies, Inc. History No change 42,234 4,953 0.35% 0.35% 233 0 0.0% Q2 2026 Jul 13, 2026
Fiduciary Group, LLC History No change 42,077 4,934 0.39% 0.39% 234 0 0.0% Q2 2026 Aug 10, 2026
Sharper & Granite LLC History No change 41,485 4,865 1.51% 1.51% 235 0 0.0% Q2 2026 Jul 16, 2026
Fairvoy Private Wealth, LLC History No change 41,187 4,830 0.98% 0.98% 236 0 0.0% Q2 2026 Jul 17, 2026
INNEALTA CAPITAL, LLC History No change 40,524 4,752 2.54% 2.54% 237 0 0.0% Q2 2026 Aug 04, 2026
CreativeOne Wealth, LLC History No change 40,168 4,710 0.1% 0.1% 238 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 40,001 4,691 0.09% 0.09% 239 0 0.0% Q2 2026 Jul 15, 2026
Retirement Planning Group, LLC History No change 39,884 4,677 0.12% 0.12% 240 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA SECURITIES, LLC History No change 39,633 4,648 0.4% 0.4% 241 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 39,413 4,622 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 39,265 4,604 0.19% 0.19% 243 0 0.0% Q2 2026 Aug 10, 2026
PFG Investments, LLC History No change 39,068 4,581 0.18% 0.18% 244 0 0.0% Q2 2026 Jul 23, 2026
Caption Management, LLC History No change 38,675 4,535 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 14, 2026
Fourth Dimension Wealth, LLC History No change 38,241 4,484 1.42% 1.42% 246 0 0.0% Q2 2026 Jul 31, 2026
Beacon Pointe Advisors, LLC History No change 37,862 4,440 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 18, 2026
OPPENHEIMER & CO INC History No change 37,811 4,434 0.05% 0.05% 248 0 0.0% Q2 2026 Aug 03, 2026
FIRST TRUST ADVISORS LP History No change 37,548 4,403 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 11, 2026
HB Wealth Management, LLC History No change 37,162 4,358 0.02% 0.02% 250 0 0.0% Q2 2026 Jul 29, 2026
GeoWealth Management, LLC History No change 36,826 4,319 0.14% 0.14% 251 0 0.0% Q2 2026 Jul 30, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 36,687 4,302 1.99% 1.99% 252 0 0.0% Q2 2026 Jul 10, 2026
Sequent Planning LLC History No change 36,659 4,299 0.92% 0.92% 253 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 36,631 4,296 0.46% 0.46% 254 0 0.0% Q2 2026 Aug 12, 2026
ES4, LLC History No change 36,243 4,250 2.23% 2.23% 255 0 0.0% Q2 2026 Jul 29, 2026
Measured Wealth Private Client Group, LLC History No change 36,212 4,246 1.03% 1.03% 256 0 0.0% Q2 2026 Aug 10, 2026
Attessa Capital LLC History Added to 38,710 4,213 1.81% 1.92% 257 +2,223 6.09% Q3 2026 Oct 08, 2026
Ameritas Advisory Services, LLC History No change 34,725 4,072 0.08% 0.08% 258 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 34,586 4,053 0.03% 0.03% 259 0 0.0% Q2 2026 Aug 12, 2026
LightSquare Wealth Management, LLC History No change 34,174 4,007 2.76% 2.76% 260 0 0.0% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 33,848 3,969 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 12, 2026
Independence Wealth Advisors, LLC History No change 33,650 3,946 1.98% 1.98% 262 0 0.0% Q2 2026 Aug 14, 2026
PCG ASSET MANAGEMENT, LLC History No change 33,468 3,925 2.81% 2.81% 263 0 0.0% Q2 2026 Jul 27, 2026
Howard Capital Management Group, LLC History No change 33,312 3,906 0.24% 0.24% 264 0 0.0% Q2 2026 Jul 16, 2026
Darwin Wealth Management, LLC History No change 32,816 3,848 1.05% 1.05% 265 0 0.0% Q2 2026 Jul 21, 2026
Integrated Advisors Network LLC History No change 32,612 3,824 0.18% 0.18% 266 0 0.0% Q2 2026 Aug 11, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 32,510 3,812 0.29% 0.29% 267 0 0.0% Q2 2026 Jul 16, 2026
SYKON CAPITAL LLC History No change 32,429 3,803 1.17% 1.17% 268 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 32,312 3,789 0.04% 0.04% 269 0 0.0% Q2 2026 Jul 29, 2026
Dynamic Advisor Solutions LLC History No change 32,297 3,787 0.11% 0.11% 270 0 0.0% Q2 2026 Jul 07, 2026
Vestmark Advisory Solutions, Inc. History No change 32,255 3,782 0.04% 0.04% 271 0 0.0% Q2 2026 Aug 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 32,008 3,753 1.17% 1.17% 272 0 0.0% Q2 2026 Jul 31, 2026
Nelson Capital Management, LLC History No change 31,794 3,728 0.41% 0.41% 273 0 0.0% Q2 2026 Jul 24, 2026
Apollon Financial, LLC History No change 31,262 3,666 0.43% 0.43% 274 0 0.0% Q2 2026 Jul 22, 2026
Markin Asset Management, LP History No change 31,064 3,643 3.12% 3.12% 275 0 0.0% Q2 2026 Jul 13, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 30,720 3,602 0.91% 0.91% 276 0 0.0% Q2 2026 Jul 23, 2026
One Wealth Map LLC History No change 32,154 3,588 1.63% 1.63% 277 0 0.0% Q2 2026 Jul 30, 2026
Summit Financial, LLC History No change 30,485 3,575 0.04% 0.04% 278 0 0.0% Q2 2026 Aug 12, 2026
AMG National Trust Bank History No change 29,661 3,478 0.07% 0.07% 279 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 29,515 3,461 0.02% 0.02% 280 0 0.0% Q2 2026 Aug 10, 2026
Snowden Capital Advisors LLC History No change 29,510 3,460 0.08% 0.08% 281 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 29,141 3,417 0.05% 0.05% 282 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF OKLAHOMA History No change 28,972 3,397 0.87% 0.87% 283 0 0.0% Q2 2026 Jul 14, 2026
Sigma Planning Corp History No change 28,795 3,377 0.09% 0.09% 284 0 0.0% Q2 2026 Aug 07, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 28,785 3,375 0.83% 0.83% 285 0 0.0% Q2 2026 Jul 10, 2026
TRITONPOINT WEALTH, LLC History No change 28,654 3,360 0.33% 0.33% 286 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 28,654 3,360 0.28% 0.28% 287 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 28,639 3,359 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 14, 2026
NEVILLE RODIE & SHAW INC History Reduced 30,680 3,339 0.23% 0.23% 289 -150 -0.49% Q3 2026 Oct 05, 2026
Arkadios Wealth Advisors History No change 28,363 3,326 0.05% 0.05% 290 0 0.0% Q2 2026 Aug 10, 2026
FIL Ltd History No change 28,239 3,311 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 13, 2026
Wall Capital Group, Inc. History No change 28,239 3,311 2.71% 2.71% 292 0 0.0% Q2 2026 Jul 24, 2026
BLAIR WILLIAM & CO/IL History No change 28,149 3,301 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 11, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 30,142 3,280 0.04% 0.05% 294 -3,670 -10.85% Q3 2026 Oct 05, 2026
Meridian Wealth Management, LLC History No change 27,863 3,268 0.1% 0.1% 295 0 0.0% Q2 2026 Aug 05, 2026
CoreCap Advisors, LLC History Reduced 29,595 3,221 0.09% 0.15% 297 -12,478 -29.66% Q3 2026 Oct 08, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 27,466 3,221 0.04% 0.04% 296 0 0.0% Q2 2026 Jul 28, 2026
jvl associates llc History No change 29,574 3,218 0.93% 0.98% 298 0 0.0% Q3 2026 Oct 09, 2026
Marion Wealth Management History No change 27,391 3,212 0.65% 0.65% 299 0 0.0% Q2 2026 Jul 16, 2026
MontVue Capital Management, Inc. History No change 27,294 3,201 1.84% 1.84% 300 0 0.0% Q2 2026 Jul 27, 2026
ATLAS CAPITAL ADVISORS INC. History No change 27,186 3,188 0.35% 0.35% 301 0 0.0% Q2 2026 Aug 13, 2026
ASSOCIATED BANC-CORP History No change 27,024 3,169 0.08% 0.08% 302 0 0.0% Q2 2026 Jul 31, 2026
Bank of Marin History No change 26,872 3,151 2.2% 2.2% 303 0 0.0% Q2 2026 Aug 13, 2026
Union Bancaire Privee, UBP SA History No change 26,620 3,113 0.03% 0.03% 304 0 0.0% Q2 2026 Jul 16, 2026
10Elms LLP History No change 26,332 3,088 1.31% 1.31% 305 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 26,236 3,076 0.1% 0.1% 306 0 0.0% Q2 2026 Jul 27, 2026
RPg Family Wealth Advisory, LLC History No change 26,143 3,066 0.64% 0.64% 307 0 0.0% Q2 2026 Aug 04, 2026
J. Goldman & Co LP History No change 26,100 3,061 0.08% 0.08% 308 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 26,100 3,061 0.02% 0.02% 309 0 0.0% Q2 2026 Aug 14, 2026
Sage Advisory Services, Ltd.Co. History No change 25,997 3,049 1.5% 1.5% 310 0 0.0% Q2 2026 Jul 22, 2026
Coastal Bridge Advisors, LLC History No change 26,002 3,049 0.19% 0.19% 311 0 0.0% Q2 2026 Aug 17, 2026
CV Advisors LLC History No change 26,000 3,049 0.56% 0.56% 312 0 0.0% Q2 2026 Jul 21, 2026
Risk Paradigm Group, LLC History No change 25,952 3,043 2.39% 2.39% 313 0 0.0% Q2 2026 Aug 05, 2026
Signal Advisors Wealth, LLC History No change 25,945 3,042 0.15% 0.15% 314 0 0.0% Q2 2026 Aug 04, 2026
Banco Santander, S.A. History No change 25,907 3,038 0.02% 0.02% 315 0 0.0% Q2 2026 Jul 29, 2026
Caprock Group, LLC History No change 25,797 3,025 0.06% 0.06% 316 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 25,671 3,010 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 13, 2026
Mathes Company, Inc. History No change 25,400 2,979 0.93% 0.93% 318 0 0.0% Q2 2026 Aug 11, 2026
Diversified Enterprises, LLC History No change 25,365 2,974 0.14% 0.14% 319 0 0.0% Q2 2026 Jul 31, 2026
Empowered Funds, LLC History No change 25,307 2,968 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 14, 2026
Chesapeake Wealth Management History No change 25,233 2,959 0.83% 0.83% 321 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 24,839 2,913 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 10, 2026
Mission Hills Financial Advisory, LLC History No change 24,471 2,869 1.26% 1.26% 323 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 24,290 2,848 0.11% 0.11% 324 0 0.0% Q2 2026 Jul 20, 2026
Crew Capital Management, Ltd History No change 24,194 2,837 1.55% 1.55% 325 0 0.0% Q2 2026 Aug 03, 2026
Boltwood Capital Management History Added to 26,008 2,830 0.64% 0.69% 326 +188 0.73% Q3 2026 Oct 02, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 24,002 2,814 1.45% 1.45% 327 0 0.0% Q2 2026 Aug 12, 2026
Ring Mountain Capital, LLC History No change 23,676 2,776 1.16% 1.16% 328 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History No change 23,556 2,758 0.15% 0.15% 329 0 0.0% Q2 2026 Jul 14, 2026
Simplicity Wealth,LLC History No change 23,476 2,753 0.09% 0.09% 330 0 0.0% Q2 2026 Aug 06, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 23,433 2,748 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 23, 2026
Hansen & Associates Financial Group, Inc. History No change 23,238 2,742 1.57% 1.57% 332 0 0.0% Q2 2026 Jul 20, 2026
M&T BANK CORP History No change 23,350 2,738 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 04, 2026
Sowell Financial Services LLC History No change 23,208 2,721 0.09% 0.09% 334 0 0.0% Q2 2026 Jul 17, 2026
AAFMAA Wealth Management & Trust LLC History No change 23,155 2,715 0.95% 0.95% 335 0 0.0% Q2 2026 Jul 08, 2026
Zullo Investment Group, Inc. History No change 23,137 2,713 0.93% 0.93% 336 0 0.0% Q2 2026 Jul 31, 2026
VERUS CAPITAL PARTNERS, LLC History No change 23,064 2,704 0.15% 0.15% 337 0 0.0% Q2 2026 Aug 06, 2026
KINTRA WEALTH, LLC History No change 22,774 2,697 0.14% 0.14% 338 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 22,744 2,667 0.03% 0.03% 339 0 0.0% Q2 2026 Aug 11, 2026
Relyea Zuckerberg Hanson LLC History No change 22,718 2,664 0.22% 0.22% 340 0 0.0% Q2 2026 Jul 16, 2026
Advisor Resource Council History No change 22,326 2,634 0.74% 0.74% 341 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 22,813 2,620 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Reduced 24,047 2,617 0.02% 0.02% 344 -1,571 -6.13% Q3 2026 Oct 08, 2026
Evercore Wealth Management, LLC History No change 22,315 2,617 0.04% 0.04% 343 0 0.0% Q2 2026 Aug 14, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 22,279 2,612 1.0% 1.0% 345 0 0.0% Q2 2026 Jul 20, 2026
Forvis Mazars Wealth Advisors, LLC History No change 22,267 2,611 0.04% 0.04% 346 0 0.0% Q2 2026 Aug 10, 2026
SBI Okasan Asset Management Co.Ltd. History No change 22,250 2,605 0.09% 0.09% 347 0 0.0% Q2 2026 Jul 21, 2026
Walleye Trading LLC History No change 22,200 2,603 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 03, 2026
Advisory Resource Group History No change 22,178 2,601 0.39% 0.39% 349 0 0.0% Q2 2026 Jul 14, 2026
Constitution Capital LLC History No change 21,993 2,579 1.32% 1.32% 350 0 0.0% Q2 2026 Jul 09, 2026
Trust Co History Reduced 23,633 2,572 0.22% 0.25% 351 -119 -0.5% Q3 2026 Oct 09, 2026
Certified Advisory Corp History No change 21,692 2,543 0.21% 0.21% 352 0 0.0% Q2 2026 Jul 16, 2026
Point Windward Advisors Inc. History No change 21,641 2,538 1.12% 1.12% 353 0 0.0% Q2 2026 Jul 30, 2026
Dorsey & Whitney Trust CO LLC History No change 21,481 2,519 0.12% 0.12% 354 0 0.0% Q2 2026 Aug 14, 2026
Colony Family Offices, LLC History No change 21,424 2,512 0.55% 0.55% 355 0 0.0% Q2 2026 Jul 20, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 21,423 2,512 0.64% 0.64% 356 0 0.0% Q2 2026 Jul 24, 2026
Tidal Investments LLC History No change 21,397 2,509 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 13, 2026
Essex LLC History No change 21,390 2,508 0.38% 0.38% 358 0 0.0% Q2 2026 Jul 24, 2026
ARS Investment Partners, LLC History No change 21,284 2,496 0.11% 0.11% 359 0 0.0% Q2 2026 Jul 09, 2026
D.A. DAVIDSON & CO. History No change 21,254 2,492 0.01% 0.01% 360 0 0.0% Q2 2026 Jul 24, 2026
OpenArc Corporate Advisory, LLC History No change 21,215 2,488 0.03% 0.03% 361 0 0.0% Q2 2026 Aug 05, 2026
Western Wealth Management, LLC History No change 21,067 2,470 0.08% 0.08% 362 0 0.0% Q2 2026 Aug 14, 2026
Pine Valley Investments Ltd Liability Co History No change 20,741 2,432 0.1% 0.1% 363 0 0.0% Q2 2026 Jul 24, 2026
January Capital Advisors LLC History No change 20,725 2,430 2.03% 2.03% 364 0 0.0% Q2 2026 Aug 25, 2026
CTC Alternative Strategies, Ltd. History No change 20,718 2,429 3.5% 3.5% 365 0 0.0% Q2 2026 Aug 13, 2026
Windsor Capital Management, LLC History No change 20,464 2,400 0.62% 0.62% 366 0 0.0% Q2 2026 Jul 08, 2026
Pallas Capital Advisors LLC History No change 20,343 2,385 0.07% 0.07% 367 0 0.0% Q2 2026 Aug 07, 2026
REGIONS FINANCIAL CORP History No change 20,289 2,379 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 10, 2026
StoneX Group Inc. History No change 20,101 2,359 0.1% 0.1% 369 0 0.0% Q2 2026 Aug 12, 2026
Crews Bank & Trust History No change 20,074 2,354 0.31% 0.31% 370 0 0.0% Q2 2026 Jul 16, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 20,065 2,353 2.03% 2.03% 371 0 0.0% Q2 2026 Jul 14, 2026
SIG BROKERAGE, LP History No change 20,000 2,345 0.05% 0.05% 372 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Added to 21,480 2,337 0.05% 0.05% 373 +2 0.01% Q3 2026 Oct 08, 2026
Wellspring Financial Advisors, LLC History No change 19,805 2,322 0.15% 0.15% 374 0 0.0% Q2 2026 Jul 20, 2026
PROFFITT & GOODSON INC History No change 19,762 2,317 0.32% 0.32% 375 0 0.0% Q2 2026 Jul 22, 2026
Clarus Wealth Advisors History No change 19,980 2,303 0.89% 0.89% 376 0 0.0% Q2 2026 Jul 09, 2026
OKABENA INVESTMENT SERVICES INC History No change 19,597 2,298 0.41% 0.41% 377 0 0.0% Q2 2026 Aug 04, 2026
RiverGlades Family Offices LLC History No change 19,573 2,295 1.05% 1.05% 378 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 19,437 2,279 0.01% 0.01% 379 0 0.0% Q2 2026 Jul 17, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 19,389 2,273 0.33% 0.33% 380 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Counsel, LLC History No change 19,241 2,256 0.28% 0.28% 381 0 0.0% Q2 2026 Jul 15, 2026
Focus Financial Network, Inc. History No change 19,165 2,247 0.07% 0.07% 382 0 0.0% Q2 2026 Jul 09, 2026
Terra Nova Asset Management LLC History No change 19,103 2,240 1.37% 1.37% 383 0 0.0% Q2 2026 Aug 04, 2026
NBT BANK, N.A. History No change 19,082 2,237 0.15% 0.15% 384 0 0.0% Q2 2026 Jul 29, 2026
Everstar Asset Management, LLC History No change 19,062 2,235 1.08% 1.08% 385 0 0.0% Q2 2026 Aug 03, 2026
Vise Technologies, Inc. History No change 19,032 2,232 0.03% 0.03% 386 0 0.0% Q2 2026 Aug 10, 2026
Hilltop Holdings Inc. History No change 19,029 2,231 0.17% 0.17% 387 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 18,885 2,214 0.04% 0.04% 388 0 0.0% Q2 2026 Jul 20, 2026
Financial Freedom, LLC History No change 18,857 2,211 1.01% 1.01% 389 0 0.0% Q2 2026 Aug 05, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Reduced 19,910 2,167 1.53% 1.76% 390 -1,832 -8.43% Q3 2026 Oct 09, 2026
CHOREO, LLC History No change 18,391 2,156 0.02% 0.02% 391 0 0.0% Q2 2026 Aug 04, 2026
Laurel Wealth Advisors LLC History No change 18,384 2,156 0.21% 0.21% 392 0 0.0% Q2 2026 Jul 17, 2026
NWAM LLC History No change 18,239 2,139 0.11% 0.11% 393 0 0.0% Q2 2026 Jul 23, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 18,147 2,128 0.42% 0.42% 394 0 0.0% Q2 2026 Jul 22, 2026
HOWE & RUSLING INC History No change 18,121 2,125 0.12% 0.12% 395 0 0.0% Q2 2026 Aug 10, 2026
Phoenix Financial Ltd. History No change 18,000 2,111 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 11, 2026
STRAIGHTLINE GROUP LLC History No change 17,971 2,107 0.99% 0.99% 397 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 17,885 2,097 0.06% 0.06% 398 0 0.0% Q2 2026 Jul 15, 2026
GLENMEDE TRUST CO NA History No change 17,693 2,075 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 10, 2026
Calamos Wealth Management LLC History No change 17,672 2,072 0.06% 0.06% 400 0 0.0% Q2 2026 Jul 31, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 17,508 2,053 0.04% 0.04% 401 0 0.0% Q2 2026 Jul 17, 2026
Curat Global, LLC History No change 19,526 2,045 1.67% 1.67% 402 0 0.0% Q2 2026 Jul 22, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 17,305 2,029 0.12% 0.12% 403 0 0.0% Q2 2026 Aug 07, 2026
Redwood Financial Network Corp History No change 17,194 2,016 1.12% 1.12% 404 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 17,187 2,015 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 16,522 1,938 0.05% 0.05% 406 0 0.0% Q2 2026 Jul 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 16,362 1,918 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 16,248 1,905 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 11, 2026
Parallax Volatility Advisers, L.P. History No change 16,002 1,876 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 15,997 1,876 0.07% 0.07% 410 0 0.0% Q2 2026 Aug 13, 2026
Beacon Capital Management, Inc. History No change 15,982 1,874 0.11% 0.11% 411 0 0.0% Q2 2026 Aug 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 15,941 1,869 0.13% 0.13% 412 0 0.0% Q2 2026 Aug 04, 2026
MONETARY MANAGEMENT GROUP INC History No change 15,930 1,868 0.38% 0.38% 413 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 15,889 1,863 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 14, 2026
Centennial Bank/AR/ History No change 15,825 1,855 0.6% 0.6% 415 0 0.0% Q2 2026 Aug 10, 2026
Roberts Wealth Advisors, LLC History No change 15,804 1,853 0.42% 0.42% 416 0 0.0% Q2 2026 Jul 29, 2026
Summit Trail Advisors, LLC History No change 15,696 1,840 0.02% 0.02% 417 0 0.0% Q2 2026 Aug 11, 2026
Stonebridge Financial Planning Group, LLC History No change 15,626 1,832 0.58% 0.58% 418 0 0.0% Q2 2026 Jul 31, 2026
BFSG, LLC History No change 15,617 1,831 0.16% 0.16% 419 0 0.0% Q2 2026 Jul 20, 2026
M3 Advisory Group, LLC History No change 15,580 1,827 0.95% 0.95% 420 0 0.0% Q2 2026 Jul 24, 2026
Concentric Capital Strategies, LP History No change 15,496 1,817 0.1% 0.1% 421 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 15,363 1,812 0.09% 0.09% 422 0 0.0% Q2 2026 Jul 28, 2026
SCOTIA CAPITAL INC. History No change 15,445 1,811 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 11, 2026
Avidian Wealth Enterprises, LLC History Added to 16,372 1,781 0.05% 0.05% 424 +1 0.01% Q3 2026 Oct 08, 2026
Maridea Wealth Management LLC History No change 15,151 1,776 0.19% 0.19% 425 0 0.0% Q2 2026 Aug 06, 2026
BROWN ADVISORY INC History No change 15,000 1,759 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 14, 2026
Mechanics Bank Trust Department History No change 14,959 1,754 0.22% 0.22% 427 0 0.0% Q2 2026 Jul 07, 2026
Prospera Financial Services Inc History No change 14,897 1,747 0.03% 0.03% 428 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO History No change 14,790 1,745 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 27, 2026
Live Oak Investment Partners History No change 14,867 1,743 0.94% 0.94% 430 0 0.0% Q2 2026 Aug 10, 2026
Payne Capital LLC History No change 14,820 1,738 1.45% 1.45% 431 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 14,799 1,735 0.03% 0.03% 432 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 14,728 1,727 0.01% 0.01% 433 0 0.0% Q2 2026 Aug 14, 2026
Providence First Trust Co History No change 14,607 1,713 0.48% 0.48% 434 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 14,587 1,710 0.02% 0.02% 435 0 0.0% Q2 2026 Aug 06, 2026
Hennion & Walsh Asset Management, Inc. History No change 14,548 1,706 0.05% 0.05% 436 0 0.0% Q2 2026 Jul 08, 2026
1607 Capital Partners, LLC History No change 14,500 1,700 0.15% 0.15% 437 0 0.0% Q2 2026 Sep 02, 2026
Regal Investment Advisors LLC History No change 14,337 1,681 0.09% 0.09% 438 0 0.0% Q2 2026 Aug 14, 2026
Sherman Asset Management, Inc. History No change 14,287 1,675 1.3% 1.3% 439 0 0.0% Q2 2026 Aug 05, 2026
CIBC Bancorp USA Inc. History No change 14,097 1,653 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 14,080 1,651 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Wealth, LLC History No change 14,047 1,647 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 10, 2026
CULLEN/FROST BANKERS, INC. History No change 14,003 1,642 0.02% 0.02% 443 0 0.0% Q2 2026 Jul 27, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 13,891 1,629 0.35% 0.35% 444 0 0.0% Q2 2026 Jul 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 13,875 1,627 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 13,848 1,624 0.15% 0.15% 446 0 0.0% Q2 2026 Jul 16, 2026
CANTOR FITZGERALD, L. P. History No change 13,845 1,623 0.02% 0.02% 447 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 13,832 1,622 0.11% 0.11% 448 0 0.0% Q2 2026 Aug 14, 2026
Abbot Financial Management, Inc. History No change 13,780 1,616 0.55% 0.55% 449 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 13,731 1,610 0.02% 0.02% 450 0 0.0% Q2 2026 Aug 06, 2026
WULFF, HANSEN & CO. History No change 13,700 1,606 1.23% 1.23% 451 0 0.0% Q2 2026 Aug 05, 2026
Chevy Chase Trust Holdings, LLC History No change 13,698 1,606 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 14, 2026
Realta Investment Advisors History No change 13,631 1,598 0.5% 0.5% 453 0 0.0% Q2 2026 Jul 20, 2026
Narus Financial Partners, LLC History No change 13,572 1,591 0.41% 0.41% 454 0 0.0% Q2 2026 Jul 31, 2026
Elm Partners Management LLC History No change 13,559 1,590 0.05% 0.05% 455 0 0.0% Q2 2026 Oct 07, 2026
Neuberger Berman Group LLC History No change 13,497 1,582 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 13, 2026
Capitol Family Office, Inc. History No change 13,449 1,577 1.67% 1.67% 457 0 0.0% Q2 2026 Jul 31, 2026
NorthRock Partners, LLC History No change 13,374 1,568 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Capital, Inc. History No change 13,339 1,564 0.14% 0.14% 459 0 0.0% Q2 2026 Aug 03, 2026
Fulcrum Equity Management History No change 13,229 1,551 1.14% 1.14% 460 0 0.0% Q2 2026 Jul 09, 2026
Kingstone Capital Partners Texas, LLC History No change 13,230 1,551 0.83% 0.83% 461 0 0.0% Q2 2026 Aug 10, 2026
One Charles Private Wealth Services, LLC History No change 13,220 1,550 0.36% 0.36% 462 0 0.0% Q2 2026 Jul 15, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 14,175 1,542 1.03% 1.09% 463 +372 2.7% Q3 2026 Oct 09, 2026
WESBANCO BANK INC History No change 13,117 1,538 0.04% 0.04% 464 0 0.0% Q2 2026 Jul 28, 2026
Madden Advisory Services, Inc. History No change 13,090 1,535 0.55% 0.55% 465 0 0.0% Q2 2026 Aug 04, 2026
Jacobi Capital Management LLC History No change 13,024 1,527 0.07% 0.07% 466 0 0.0% Q2 2026 Jul 31, 2026
Ledyard National Bank History No change 13,019 1,526 0.12% 0.12% 467 0 0.0% Q2 2026 Jul 16, 2026
BESSEMER GROUP INC History No change 12,980 1,522 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 12,934 1,516 0.07% 0.07% 469 0 0.0% Q2 2026 Jul 23, 2026
FIRST NATIONAL BANK OF OMAHA History No change 12,943 1,515 0.04% 0.04% 470 0 0.0% Q2 2026 Aug 07, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 12,910 1,514 0.64% 0.64% 471 0 0.0% Q2 2026 Jul 16, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 12,902 1,513 0.12% 0.12% 472 0 0.0% Q2 2026 Jul 28, 2026
Sanchez Gaunt Capital Management, LLC History No change 12,903 1,513 0.84% 0.84% 473 0 0.0% Q2 2026 Aug 14, 2026
Magnus Financial Group LLC History No change 12,728 1,492 0.11% 0.11% 474 0 0.0% Q2 2026 Jul 09, 2026
DELTA FINANCIAL ADVISORS LLC History No change 12,656 1,484 0.35% 0.35% 475 0 0.0% Q2 2026 Aug 05, 2026
LMR Partners LLP History No change 12,650 1,483 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 14, 2026
Purus Wealth Management, LLC History No change 12,622 1,480 0.41% 0.41% 477 0 0.0% Q2 2026 Jul 13, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 12,612 1,479 0.35% 0.35% 478 0 0.0% Q2 2026 Jul 15, 2026
PLIMOTH TRUST CO LLC History No change 12,603 1,478 0.3% 0.3% 479 0 0.0% Q2 2026 Jul 28, 2026
MKT Advisors LLC History No change 12,501 1,467 0.46% 0.46% 480 0 0.0% Q2 2026 Jul 09, 2026
Bullock Wealth Management Group History Added to 13,438 1,462 0.61% 0.67% 481 +271 2.06% Q3 2026 Oct 09, 2026
CWA Asset Management Group, LLC History No change 12,382 1,452 0.04% 0.04% 482 0 0.0% Q2 2026 Jul 14, 2026
Avior Wealth Management, LLC History No change 12,348 1,448 0.04% 0.04% 483 0 0.0% Q2 2026 Jul 07, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 12,330 1,444 1.12% 1.12% 484 0 0.0% Q2 2026 Jul 09, 2026
Summit Wealth Partners, LLC History No change 12,242 1,435 0.2% 0.2% 485 0 0.0% Q2 2026 Aug 03, 2026
Wilmington Savings Fund Society, FSB History No change 12,080 1,416 0.03% 0.03% 486 0 0.0% Q2 2026 Jul 28, 2026
Montecito Bank & Trust History Reduced 12,997 1,414 0.21% 0.23% 487 -30 -0.23% Q3 2026 Oct 01, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 11,877 1,392 0.09% 0.09% 488 0 0.0% Q2 2026 Jul 28, 2026
Sequent Asset Management, LLC History No change 11,860 1,390 0.59% 0.59% 489 0 0.0% Q2 2026 Jul 21, 2026
Crestwood Advisors Group, LLC History No change 11,761 1,379 0.02% 0.02% 490 0 0.0% Q2 2026 Aug 03, 2026
Shepherd Financial Partners LLC History No change 11,757 1,378 0.11% 0.11% 491 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 11,724 1,374 0.03% 0.03% 492 0 0.0% Q2 2026 Jul 28, 2026
IEQ CAPITAL, LLC History No change 11,665 1,368 0.01% 0.01% 493 0 0.0% Q2 2026 Aug 11, 2026
FIRST MANHATTAN CO. LLC. History No change 11,636 1,364 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 12,226 1,361 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 13, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 11,596 1,359 0.28% 0.28% 496 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone National Bank & Trust Co History No change 11,493 1,357 0.46% 0.46% 497 0 0.0% Q2 2026 Jul 21, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 11,558 1,356 0.03% 0.03% 498 0 0.0% Q2 2026 Jul 27, 2026
Corsicana & Co. History No change 11,530 1,352 0.66% 0.66% 499 0 0.0% Q2 2026 Jul 24, 2026
Bangor Savings Bank History Added to 12,396 1,349 0.1% 0.1% 500 +703 6.01% Q3 2026 Oct 06, 2026
Quadcap Wealth Management, LLC History No change 11,445 1,342 0.13% 0.13% 501 0 0.0% Q2 2026 Jul 31, 2026
Bluespring Wealth Management, LLC History No change 11,420 1,339 0.03% 0.03% 502 0 0.0% Q2 2026 Aug 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 11,347 1,330 0.02% 0.02% 503 0 0.0% Q2 2026 Aug 07, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 11,300 1,325 0.02% 0.02% 504 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 11,225 1,316 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 05, 2026
Pines Wealth Management, LLC History No change 11,220 1,315 0.38% 0.38% 506 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 11,783 1,306 0.02% 0.02% 507 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 11,783 1,306 0.02% 0.02% 508 0 0.0% Q2 2026 Jul 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 11,132 1,305 0.01% 0.01% 509 0 0.0% Q2 2026 Aug 14, 2026
Kessler Investment Group, LLC History Added to 11,988 1,304 0.63% 0.22% 510 +7,596 172.95% Q3 2026 Oct 08, 2026
Waterloo Capital, L.P. History No change 11,078 1,299 0.07% 0.07% 511 0 0.0% Q2 2026 Jul 29, 2026
Allworth Financial LP History No change 11,065 1,297 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 11, 2026
FDx Advisors, Inc. History No change 11,041 1,295 0.39% 0.39% 513 0 0.0% Q2 2026 Aug 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 11,019 1,292 0.02% 0.02% 514 0 0.0% Q2 2026 Aug 10, 2026
Arete Wealth Advisors, LLC History No change 10,971 1,286 0.09% 0.09% 515 0 0.0% Q2 2026 Aug 12, 2026
Luminist Capital LLC History No change 10,962 1,285 1.44% 1.44% 516 0 0.0% Q2 2026 Aug 07, 2026
Heartwood Wealth Advisors LLC History Added to 11,743 1,278 0.1% 0.03% 517 +8,437 255.2% Q3 2026 Oct 05, 2026
C2C Wealth Management, LLC History No change 10,896 1,277 1.0% 1.0% 518 0 0.0% Q2 2026 Jul 09, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 10,606 1,243 0.13% 0.13% 519 0 0.0% Q2 2026 Jul 24, 2026
Agate Pass Investment Management, LLC History No change 10,547 1,236 0.46% 0.46% 520 0 0.0% Q2 2026 Jul 08, 2026
St. Johns Investment Management Company, LLC History No change 10,497 1,231 0.47% 0.47% 521 0 0.0% Q2 2026 Aug 03, 2026
Institute for Wealth Management, LLC. History No change 10,410 1,220 0.11% 0.11% 522 0 0.0% Q2 2026 Jul 28, 2026
Financial & Tax Architects, LLC History No change 10,406 1,220 0.26% 0.26% 523 0 0.0% Q2 2026 Jul 23, 2026
Elk River Wealth Management LLC History No change 10,405 1,220 0.19% 0.19% 524 0 0.0% Q2 2026 Aug 12, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 10,401 1,219 0.16% 0.16% 525 0 0.0% Q2 2026 Jul 20, 2026
Henson-Edgewater Management, LLC History No change 10,310 1,215 0.63% 0.63% 526 0 0.0% Q2 2026 Aug 18, 2026
Hills Bank & Trust Co History No change 10,291 1,206 0.05% 0.05% 527 0 0.0% Q2 2026 Aug 10, 2026
BAILARD, INC. History No change 10,172 1,193 0.02% 0.02% 528 0 0.0% Q2 2026 Jul 30, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 10,120 1,186 0.24% 0.24% 529 0 0.0% Q2 2026 Jul 17, 2026
V2 Financial group LLC History No change 10,100 1,184 0.44% 0.44% 530 0 0.0% Q2 2026 Aug 10, 2026
Runnymede Capital Advisors, Inc. History No change 10,102 1,184 0.71% 0.71% 531 0 0.0% Q2 2026 Jul 21, 2026
SAPIENT CAPITAL LLC History Added to 10,852 1,181 0.02% 0.02% 532 +310 2.94% Q3 2026 Oct 08, 2026
RWA WEALTH PARTNERS, LLC History No change 9,938 1,165 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 07, 2026
Belpointe Asset Management LLC History No change 9,929 1,164 0.04% 0.04% 534 0 0.0% Q2 2026 Jul 31, 2026
Cullen Capital Management, LLC History No change 9,833 1,153 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 9,823 1,152 0.05% 0.05% 536 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 9,790 1,148 0.02% 0.02% 537 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 9,741 1,142 0.1% 0.1% 538 0 0.0% Q2 2026 Jul 22, 2026
Centiva Capital, LP History No change 9,703 1,137 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 9,656 1,132 0.02% 0.02% 540 0 0.0% Q2 2026 Jul 15, 2026
OAK FAMILY ADVISORS, LLC History No change 9,652 1,131 0.29% 0.29% 541 0 0.0% Q2 2026 Jul 20, 2026
VISION FINANCIAL MARKETS LLC History No change 9,610 1,127 0.98% 0.98% 542 0 0.0% Q2 2026 Jul 24, 2026
RCW Management, LLC History No change 9,498 1,113 1.0% 1.0% 543 0 0.0% Q2 2026 Jul 21, 2026
Envestnet Portfolio Solutions, Inc. History No change 9,471 1,110 0.01% 0.01% 544 0 0.0% Q2 2026 Sep 23, 2026
Ausdal Financial Partners, Inc. History No change 9,427 1,105 0.04% 0.04% 545 0 0.0% Q2 2026 Aug 14, 2026
UNIVEST FINANCIAL Corp History No change 9,377 1,099 0.05% 0.05% 546 0 0.0% Q2 2026 Aug 07, 2026
Smith Salley Wealth Management History No change 9,366 1,098 0.05% 0.05% 547 0 0.0% Q2 2026 Jul 23, 2026
Beacon Financial Advisory LLC History No change 9,343 1,095 0.22% 0.22% 548 0 0.0% Q2 2026 Aug 05, 2026
Argent Trust Co History No change 9,289 1,089 0.03% 0.03% 549 0 0.0% Q2 2026 Aug 06, 2026
Wealthfront Advisers LLC History No change 9,269 1,087 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 07, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 9,260 1,086 0.83% 0.83% 551 0 0.0% Q2 2026 Jul 27, 2026
Occidental Asset Management, LLC History No change 9,229 1,082 0.11% 0.11% 552 0 0.0% Q2 2026 Aug 07, 2026
Rothschild Wealth LLC History No change 9,153 1,073 0.09% 0.09% 553 0 0.0% Q2 2026 Aug 11, 2026
Mission Creek Capital Partners, Inc. History No change 9,132 1,071 0.19% 0.19% 554 0 0.0% Q2 2026 Aug 14, 2026
DSG Capital Advisors, LLC History No change 9,216 1,068 0.15% 0.15% 555 0 0.0% Q2 2026 Aug 06, 2026
Mendel Capital Management LLC History No change 9,033 1,059 0.48% 0.48% 556 0 0.0% Q2 2026 Jul 21, 2026
INGALLS & SNYDER LLC History No change 8,996 1,055 0.03% 0.03% 557 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC/CA History No change 9,002 1,055 0.15% 0.15% 558 0 0.0% Q2 2026 Aug 13, 2026
Frank, Rimerman Advisors LLC History No change 8,964 1,051 0.06% 0.06% 559 0 0.0% Q2 2026 Jul 27, 2026
CITY HOLDING CO History No change 8,961 1,050 0.12% 0.12% 560 0 0.0% Q2 2026 Jul 10, 2026
Pure Financial Advisors, LLC History No change 8,919 1,046 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 14, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 8,917 1,045 0.16% 0.16% 562 0 0.0% Q2 2026 Jul 15, 2026
INTEGRITY ALLIANCE, LLC. History No change 8,877 1,041 0.03% 0.03% 563 0 0.0% Q2 2026 Jul 31, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 8,842 1,037 0.4% 0.4% 564 0 0.0% Q2 2026 Jul 30, 2026
E&G Advisors, LLC History No change 8,745 1,025 0.2% 0.2% 565 0 0.0% Q2 2026 Jul 23, 2026
Procyon Advisors, LLC History No change 8,716 1,022 0.04% 0.04% 566 0 0.0% Q2 2026 Jul 09, 2026
TOEWS CORP /ADV History No change 8,700 1,020 0.15% 0.15% 567 0 0.0% Q2 2026 Aug 10, 2026
CALTON & ASSOCIATES, INC. History No change 8,690 1,019 0.15% 0.15% 568 0 0.0% Q2 2026 Aug 10, 2026
ROCKLAND TRUST CO History Reduced 9,297 1,011 0.04% 0.1% 569 -13,189 -58.65% Q3 2026 Oct 05, 2026
Journey Advisory Group, LLC History No change 8,624 1,011 0.08% 0.08% 570 0 0.0% Q2 2026 Aug 04, 2026
Ally Invest Advisors Inc. History No change 8,607 1,009 0.06% 0.06% 571 0 0.0% Q2 2026 Aug 13, 2026
Vilga Financial Planning LLC History Added to 9,252 1,006 0.6% 0.8% 573 +214 2.37% Q3 2026 Oct 08, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 8,581 1,006 0.07% 0.07% 572 0 0.0% Q2 2026 Jul 07, 2026
Regal Partners Ltd History No change 8,553 1,003 0.06% 0.06% 574 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT SECURITIES GROUP LLC History No change 8,551 1,002 0.1% 0.1% 575 0 0.0% Q2 2026 Aug 03, 2026
Thomasville National Bank History No change 8,548 1,002 0.06% 0.06% 576 0 0.0% Q2 2026 Jul 20, 2026
Advyzon Investment Management, LLC History No change 8,519 999 0.07% 0.07% 577 0 0.0% Q2 2026 Aug 14, 2026
NIXON PEABODY TRUST CO History No change 8,469 993 0.07% 0.07% 578 0 0.0% Q2 2026 Jul 27, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 8,444 990 0.03% 0.03% 579 0 0.0% Q2 2026 Aug 10, 2026
Transamerica Financial Advisors, LLC History No change 8,406 985 0.08% 0.08% 580 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 8,397 984 0.05% 0.05% 581 0 0.0% Q2 2026 Jul 31, 2026
Perigon Wealth Management, LLC History No change 8,202 961 0.02% 0.02% 582 0 0.0% Q2 2026 Aug 07, 2026
Legacy Private Trust Co. History Added to 8,822 960 0.05% 0.04% 584 +2,085 30.95% Q3 2026 Oct 06, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 8,187 960 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 14, 2026
Rockingstone Advisors LLC History No change 8,178 959 0.39% 0.39% 585 0 0.0% Q2 2026 Jul 13, 2026
Strategic Blueprint, LLC History No change 8,163 957 0.05% 0.05% 586 0 0.0% Q2 2026 Jul 23, 2026
R2 Capital Strategies, LLC History No change 8,165 957 0.43% 0.43% 587 0 0.0% Q2 2026 Jul 23, 2026
Williams Jones Wealth Management, LLC. History No change 8,060 945 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 05, 2026
Spartan Wealth Advisory Services LLC History No change 7,969 934 0.08% 0.08% 589 0 0.0% Q2 2026 Aug 05, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 7,946 931 0.25% 0.25% 590 0 0.0% Q2 2026 Jul 23, 2026
Clare Market Investments LLC History No change 7,887 924 0.17% 0.17% 591 0 0.0% Q2 2026 Jul 27, 2026
GSA CAPITAL PARTNERS LLP History No change 7,795 914 0.06% 0.06% 592 0 0.0% Q2 2026 Aug 06, 2026
McAdam, LLC History No change 7,772 911 0.04% 0.04% 593 0 0.0% Q2 2026 Aug 04, 2026
VISTA INVESTMENT MANAGEMENT History No change 7,726 906 0.27% 0.27% 594 0 0.0% Q2 2026 Aug 12, 2026
Archford Capital Strategies, LLC History No change 7,710 904 0.09% 0.09% 595 0 0.0% Q2 2026 Jul 17, 2026
Financial Engines Advisors L.L.C. History No change 7,674 900 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 14, 2026
Kagan Cocozza Asset Management History No change 7,663 898 0.56% 0.56% 597 0 0.0% Q2 2026 Aug 06, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 7,653 897 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 17, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 7,610 892 0.03% 0.03% 599 0 0.0% Q2 2026 Aug 05, 2026
Bramshill Investments, LLC History No change 7,500 879 0.07% 0.07% 600 0 0.0% Q2 2026 Aug 14, 2026
ASHTON THOMAS SECURITIES, LLC History No change 7,517 875 0.13% 0.13% 601 0 0.0% Q2 2026 Jul 27, 2026
DV Trading LLC History No change 7,458 874 0.03% 0.03% 602 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 7,326 859 0.03% 0.03% 603 0 0.0% Q2 2026 Jul 22, 2026
Advisory Solutions Group, LLC History No change 7,288 854 0.29% 0.29% 604 0 0.0% Q2 2026 Jul 29, 2026
Clear Street Group Inc. History No change 7,234 848 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Select Advisors, LLC History No change 7,239 848 0.36% 0.36% 606 0 0.0% Q2 2026 Aug 05, 2026
Jacobs Equity LLC History No change 7,227 847 0.59% 0.59% 607 0 0.0% Q2 2026 Aug 14, 2026
First Citizens Financial Corp History Added to 7,742 842 0.35% 0.37% 608 +196 2.6% Q3 2026 Oct 02, 2026
Marble Wealth, LLC History No change 7,109 833 0.13% 0.13% 609 0 0.0% Q2 2026 Aug 07, 2026
First National Bank of Hutchinson History No change 7,102 832 0.46% 0.46% 610 0 0.0% Q2 2026 Aug 03, 2026
Ayalon Insurance Comp Ltd. History No change 7,635 831 0.07% 0.11% 611 0 0.0% Q3 2026 Oct 08, 2026
Oxler Private Wealth LLC History No change 7,086 831 0.24% 0.24% 612 0 0.0% Q2 2026 Aug 03, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 7,089 831 0.11% 0.11% 613 0 0.0% Q2 2026 Jul 22, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 7,062 828 0.01% 0.01% 614 0 0.0% Q2 2026 Sep 23, 2026
GREENLEAF TRUST History No change 7,044 826 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 21, 2026
Regatta Research & Money Management History No change 6,998 820 0.78% 0.78% 616 0 0.0% Q2 2026 Aug 11, 2026
Murphy & Mullick Capital Management Corp History No change 6,990 819 0.51% 0.51% 617 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 6,976 818 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 05, 2026
Venture Visionary Partners LLC History Added to 7,498 816 0.02% 0.02% 619 +87 1.17% Q3 2026 Oct 07, 2026
McHugh Group, LLC History No change 6,950 815 0.42% 0.42% 620 0 0.0% Q2 2026 Jul 16, 2026
CHANNEL WEALTH LLC History No change 6,925 812 0.18% 0.18% 621 0 0.0% Q2 2026 Aug 04, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 6,923 811 0.18% 0.18% 622 0 0.0% Q2 2026 Jul 07, 2026
GenTrust, LLC History No change 6,868 805 0.03% 0.03% 623 0 0.0% Q2 2026 Aug 06, 2026
Empower Advisory Group, LLC History No change 6,822 800 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 12, 2026
Nikulski Financial, Inc. History No change 6,779 795 0.17% 0.17% 625 0 0.0% Q2 2026 Jul 28, 2026
Founders Financial Alliance, LLC History No change 6,784 795 0.11% 0.11% 626 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Investment Partners, Inc. History No change 6,771 794 0.02% 0.02% 627 0 0.0% Q2 2026 Aug 13, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 6,752 791 0.12% 0.12% 628 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 6,737 790 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 13, 2026
KDK Private Wealth Management, LLC History No change 6,713 787 0.65% 0.65% 630 0 0.0% Q2 2026 Aug 12, 2026
Alpha Wealth Funds, LLC History No change 6,713 787 0.43% 0.43% 631 0 0.0% Q2 2026 Aug 10, 2026
Cassaday & Co Wealth Management LLC History No change 6,662 781 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 6,624 776 0.04% 0.04% 633 0 0.0% Q2 2026 Aug 11, 2026
SCS Capital Management LLC History No change 6,566 770 0.01% 0.01% 634 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 6,528 765 0.1% 0.1% 635 0 0.0% Q2 2026 Jul 27, 2026
OneDigital Investment Advisors LLC History No change 6,393 749 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 06, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 6,372 747 0.73% 0.73% 637 0 0.0% Q2 2026 Jul 21, 2026
Main Street Financial Solutions, LLC History No change 6,305 739 0.05% 0.05% 638 0 0.0% Q2 2026 Aug 07, 2026
YHB Investment Advisors, Inc. History New 6,667 725 0.05% — 639 +6,667 New Q3 2026 Oct 08, 2026
Fjell Capital, LLC History No change 6,165 723 0.49% 0.49% 640 0 0.0% Q2 2026 Jul 15, 2026
GC Wealth Management RIA, LLC History No change 6,137 719 0.04% 0.04% 641 0 0.0% Q2 2026 Jul 16, 2026
City Center Advisors, LLC History Reduced 6,557 713 0.55% 1.11% 643 -5,142 -43.95% Q3 2026 Oct 07, 2026
CENTRAL TRUST Co History No change 6,081 713 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 31, 2026
MGO ONE SEVEN LLC History No change 6,078 712 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 31, 2026
Global View Capital Management LLC History No change 6,039 708 0.15% 0.15% 645 0 0.0% Q2 2026 Jul 23, 2026
China Universal Asset Management Co., Ltd. History No change 6,030 707 0.04% 0.04% 646 0 0.0% Q2 2026 Jul 24, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 6,026 706 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 06, 2026
Insight Advisors, LLC/ PA History No change 6,018 705 0.12% 0.12% 648 0 0.0% Q2 2026 Aug 05, 2026
Freestone Capital Holdings, LLC History No change 6,010 704 0.02% 0.02% 649 0 0.0% Q2 2026 Jul 31, 2026
Capital Analysts, LLC History No change 5,986 702 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 05, 2026
Ducere Wealth Management LLC History No change 5,986 702 0.21% 0.21% 651 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 5,975 700 0.04% 0.04% 652 0 0.0% Q2 2026 Jul 27, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 5,913 693 0.12% 0.12% 653 0 0.0% Q2 2026 Jul 09, 2026
Keel Point, LLC History No change 5,878 689 0.04% 0.04% 654 0 0.0% Q2 2026 Aug 14, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 5,847 685 0.1% 0.1% 655 0 0.0% Q2 2026 Aug 07, 2026
FENIMORE ASSET MANAGEMENT INC History No change 6,276 683 0.01% 0.02% 656 0 0.0% Q3 2026 Oct 08, 2026
FIRST NATIONAL TRUST CO History No change 5,742 673 0.02% 0.02% 657 0 0.0% Q2 2026 Jul 30, 2026
Bryn Mawr Trust Advisors, LLC History No change 5,733 672 0.03% 0.03% 658 0 0.0% Q2 2026 Aug 03, 2026
CHICAGO TRUST Co NA History No change 5,714 670 0.1% 0.1% 659 0 0.0% Q2 2026 Jul 16, 2026
Oakmont Advisory Group, LLC History No change 5,680 666 0.56% 0.56% 660 0 0.0% Q2 2026 Aug 03, 2026
LYNCH & ASSOCIATES/IN History No change 5,668 664 0.12% 0.12% 661 0 0.0% Q2 2026 Jul 13, 2026
National Philanthropic Trust History No change 5,649 662 0.01% 0.01% 662 0 0.0% Q2 2026 Aug 14, 2026
Birchcreek Wealth Management, LLC History No change 5,615 658 0.26% 0.26% 663 0 0.0% Q2 2026 Aug 06, 2026
Burford Brothers, Inc. History No change 5,604 657 0.24% 0.24% 664 0 0.0% Q2 2026 Jul 28, 2026
Capstone Wealth Management Group, Inc. History No change 5,606 657 0.4% 0.4% 665 0 0.0% Q2 2026 Jul 27, 2026
ARROW FINANCIAL CORP History No change 5,599 656 0.06% 0.06% 666 0 0.0% Q2 2026 Jul 31, 2026
FIRST CITIZENS BANK & TRUST CO History No change 5,589 655 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Family Advisors, LLC History No change 5,590 655 0.27% 0.27% 668 0 0.0% Q2 2026 Aug 14, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 5,540 649 0.04% 0.04% 669 0 0.0% Q2 2026 Jul 14, 2026
Sage Capital Management, LLC History No change 5,527 648 0.25% 0.25% 670 0 0.0% Q2 2026 Jul 20, 2026
Yukon Wealth Management, Inc. History No change 5,418 635 0.18% 0.18% 671 0 0.0% Q2 2026 Aug 14, 2026
Councilmark Asset Management, LLC History No change 5,400 633 0.34% 0.34% 672 0 0.0% Q2 2026 Aug 11, 2026
M.E. ALLISON & CO., INC. History Added to 5,794 630 0.35% 0.39% 673 +1 0.02% Q3 2026 Oct 08, 2026
Legacy Capital Group California, Inc. History No change 5,328 624 0.19% 0.19% 674 0 0.0% Q2 2026 Jul 29, 2026
DUNCKER STREETT & CO INC History No change 5,307 622 0.11% 0.11% 675 0 0.0% Q2 2026 Jul 28, 2026
Meridian Wealth Advisors, LLC History No change 5,296 621 0.07% 0.07% 676 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History No change 5,282 619 0.04% 0.04% 677 0 0.0% Q2 2026 Jul 20, 2026
BURNS J W & CO INC/NY History No change 5,215 611 0.06% 0.06% 678 0 0.0% Q2 2026 Jul 15, 2026
Tempus Wealth Planning, LLC History No change 5,203 610 0.12% 0.12% 679 0 0.0% Q2 2026 Jul 22, 2026
Empirical Asset Management, LLC History No change 5,193 608 0.14% 0.14% 680 0 0.0% Q2 2026 Aug 10, 2026
MARSHALL WACE, LLP History No change 5,139 602 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 13, 2026
MMA ASSET MANAGEMENT LLC History No change 5,132 601 0.19% 0.19% 682 0 0.0% Q2 2026 Aug 04, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 5,066 594 0.1% 0.1% 683 0 0.0% Q2 2026 Jul 27, 2026
Hyundai Investments Co., Ltd. History No change 5,078 594 0.64% 0.64% 684 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 5,053 592 0.02% 0.02% 685 0 0.0% Q2 2026 Aug 14, 2026
Optas, LLC History No change 5,044 591 0.08% 0.08% 686 0 0.0% Q2 2026 Jul 21, 2026
Palumbo Wealth Management LLC History No change 5,044 591 0.12% 0.12% 687 0 0.0% Q2 2026 Aug 12, 2026
Worthington Financial Partners, LLC History No change 5,041 591 0.49% 0.49% 688 0 0.0% Q2 2026 Jul 21, 2026
VestGen Advisors, LLC History No change 5,029 589 0.02% 0.02% 689 0 0.0% Q2 2026 Aug 11, 2026
STOCK YARDS BANK & TRUST CO History No change 4,989 585 0.02% 0.02% 690 0 0.0% Q2 2026 Aug 19, 2026
KPP Advisory Services LLC History No change 4,979 583 0.07% 0.07% 691 0 0.0% Q2 2026 Jul 24, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 4,959 581 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 4,932 578 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 06, 2026
WHALEROCK POINT PARTNERS, LLC History No change 4,888 573 0.1% 0.1% 694 0 0.0% Q2 2026 Aug 13, 2026
Stratos Investment Management, LLC History No change 4,876 571 0.02% 0.02% 695 0 0.0% Q2 2026 Aug 11, 2026
Prostatis Group LLC History No change 4,864 570 0.13% 0.13% 696 0 0.0% Q2 2026 Aug 14, 2026
Destiny Wealth Partners, LLC History No change 4,904 569 0.08% 0.08% 697 0 0.0% Q2 2026 Aug 07, 2026
Fearless Solutions, LLC dba Best Invest History No change 4,844 568 0.3% 0.3% 698 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4,840 567 0.03% 0.03% 699 0 0.0% Q2 2026 Jul 28, 2026
Campion Asset Management History No change 4,837 567 0.35% 0.35% 700 0 0.0% Q2 2026 Jul 28, 2026
Edgestream Partners, L.P. History No change 4,827 566 0.02% 0.02% 701 0 0.0% Q2 2026 Aug 11, 2026
Atala Financial Inc History No change 4,135 565 0.34% 0.34% 702 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY TRUST CO History No change 4,810 564 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 13, 2026
Circle Wealth Management, LLC History No change 4,801 563 0.01% 0.01% 704 0 0.0% Q2 2026 Aug 12, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 4,797 562 0.12% 0.12% 705 0 0.0% Q2 2026 Jul 10, 2026
Essex Bank History No change 4,798 562 0.12% 0.12% 706 0 0.0% Q2 2026 Jul 23, 2026
CCG WEALTH MANAGEMENT, LLC History No change 4,753 557 0.13% 0.13% 707 0 0.0% Q2 2026 Aug 07, 2026
Jefferies Financial Group Inc. History No change 4,736 555 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 17, 2026
Wedmont Private Capital History Added to 4,940 551 0.01% 0.01% 709 +722 17.12% Q3 2026 Oct 09, 2026
L & S Advisors Inc History No change 4,661 546 0.06% 0.06% 710 0 0.0% Q2 2026 Aug 12, 2026
Ark Wealth Advisors LLC History No change 4,662 546 0.48% 0.48% 711 0 0.0% Q2 2026 Aug 13, 2026
Astra Wealth Partners LLC History No change 4,653 545 0.29% 0.29% 712 0 0.0% Q2 2026 Aug 11, 2026
Allie Family Office LLC History No change 4,640 544 0.2% 0.2% 713 0 0.0% Q2 2026 Oct 02, 2026
BIP Wealth, LLC History No change 4,618 541 0.02% 0.02% 714 0 0.0% Q2 2026 Aug 03, 2026
Wealthcare Advisory Partners LLC History No change 4,616 541 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 09, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 4,600 539 0.25% 0.25% 716 0 0.0% Q2 2026 Jul 16, 2026
Macro Advisors, Inc. History No change 4,588 538 0.17% 0.17% 717 0 0.0% Q2 2026 Aug 11, 2026
NWF Advisory Services Inc. History No change 4,593 538 0.05% 0.05% 718 0 0.0% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,564 535 0.01% 0.01% 719 0 0.0% Q2 2026 Jul 20, 2026
Allen Investment Management, LLC History No change 4,556 534 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 05, 2026
tru Independence LLC History No change 4,554 534 0.23% 0.23% 721 0 0.0% Q2 2026 Aug 10, 2026
Anchor Bay Capital, Inc. History No change 4,445 531 0.29% 0.29% 722 0 0.0% Q2 2026 Aug 11, 2026
Thayer Partners, LLC / MA History No change 4,489 526 0.22% 0.22% 723 0 0.0% Q2 2026 Jul 31, 2026
Moors & Cabot, Inc. History No change 4,484 525 0.02% 0.02% 724 0 0.0% Q2 2026 Aug 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 4,456 522 0.02% 0.02% 725 0 0.0% Q2 2026 Aug 04, 2026
Signature Wealth Management Partners, LLC History No change 4,446 521 0.24% 0.24% 726 0 0.0% Q2 2026 Jul 29, 2026
Tyche Wealth Partners LLC History No change 4,417 517 0.07% 0.07% 727 0 0.0% Q2 2026 Aug 06, 2026
Sovran Advisors, LLC History No change 4,565 513 0.04% 0.04% 728 0 0.0% Q2 2026 Jul 29, 2026
Turtle Creek Wealth Advisors, LLC History No change 4,354 510 0.03% 0.03% 729 0 0.0% Q2 2026 Jul 27, 2026
THOMPSON DAVIS & CO., INC. History No change 4,327 507 0.3% 0.3% 730 0 0.0% Q2 2026 Jul 29, 2026
Nuveen, LLC History No change 4,301 504 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 11, 2026
Chemistry Wealth Management LLC History No change 4,302 504 0.08% 0.08% 732 0 0.0% Q2 2026 Jul 09, 2026
FINANCIAL CONSULATE, INC History No change 4,259 499 0.06% 0.06% 733 0 0.0% Q2 2026 Jul 23, 2026
Kathmere Capital Management, LLC History No change 4,198 492 0.03% 0.03% 734 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 4,193 491 0.04% 0.04% 735 0 0.0% Q2 2026 Jul 28, 2026
Rehmann Capital Advisory Group History No change 4,162 488 0.02% 0.02% 736 0 0.0% Q2 2026 Aug 20, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 4,152 486 0.01% 0.01% 737 0 0.0% Q2 2026 Aug 13, 2026
BBR PARTNERS, LLC History No change 4,146 486 0.02% 0.02% 738 0 0.0% Q2 2026 Aug 11, 2026
Nadler Financial Group, Inc. History No change 4,131 484 0.04% 0.04% 739 0 0.0% Q2 2026 Jul 29, 2026
Johnson Financial Group, Inc. History No change 4,126 483 0.02% 0.02% 740 0 0.0% Q2 2026 Aug 10, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 4,094 480 0.11% 0.11% 741 0 0.0% Q2 2026 Aug 14, 2026
IFC Advisors LLC History No change 4,087 479 0.06% 0.06% 742 0 0.0% Q2 2026 Aug 05, 2026
Conservest Capital Advisors, Inc. History No change 4,076 478 0.04% 0.04% 743 0 0.0% Q2 2026 Jul 22, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 4,075 477 0.03% 0.03% 744 0 0.0% Q2 2026 Aug 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 4,069 477 0.05% 0.05% 745 0 0.0% Q2 2026 Aug 10, 2026
Gallagher Fiduciary Advisors, LLC History No change 4,060 476 0.02% 0.02% 746 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 4,054 475 0.03% 0.03% 747 0 0.0% Q2 2026 Aug 10, 2026
EVERETT HARRIS & CO /CA/ History No change 4,032 472 0.01% 0.01% 748 0 0.0% Q2 2026 Aug 03, 2026
Orion Porfolio Solutions, LLC History No change 4,011 470 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 4,008 470 0.01% 0.01% 750 0 0.0% Q2 2026 Jul 31, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 4,001 469 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 10, 2026
Choate Investment Advisors History No change 4,000 469 0.01% 0.01% 752 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 3,983 467 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 06, 2026
Tiller Private Wealth, Inc. History No change 3,976 466 0.15% 0.15% 754 0 0.0% Q2 2026 Jul 24, 2026
Mullooly Asset Management, Inc. History No change 3,975 466 0.14% 0.14% 755 0 0.0% Q2 2026 Aug 05, 2026
Phillips Wealth Planners LLC History No change 3,970 466 0.34% 0.34% 756 0 0.0% Q2 2026 Aug 07, 2026
Lotus Asset Management LLC History No change 3,965 465 0.41% 0.41% 757 0 0.0% Q2 2026 Sep 09, 2026
MRWM Advisors, LLC History No change 3,964 464 0.19% 0.19% 758 0 0.0% Q2 2026 Jul 28, 2026
Regent Peak Wealth Advisors LLC History No change 3,946 462 0.09% 0.09% 759 0 0.0% Q2 2026 Jul 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,923 462 0.03% 0.03% 760 0 0.0% Q2 2026 Jul 22, 2026
Sage Capital Advisors,llc History No change 3,937 461 0.1% 0.1% 761 0 0.0% Q2 2026 Jul 09, 2026
EPG Wealth Management LLC History No change 3,928 460 0.11% 0.11% 762 0 0.0% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History No change 3,925 460 0.21% 0.21% 763 0 0.0% Q2 2026 Jul 30, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 3,903 457 0.02% 0.02% 764 0 0.0% Q2 2026 Jul 28, 2026
Ranch Capital Advisors Inc. History No change 3,892 456 0.14% 0.14% 765 0 0.0% Q2 2026 Aug 03, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 3,888 455 0.05% 0.05% 766 0 0.0% Q2 2026 Aug 04, 2026
Glen Eagle Advisors, LLC History No change 3,888 455 0.06% 0.06% 767 0 0.0% Q2 2026 Aug 14, 2026
Bison Wealth, LLC History No change 3,850 454 0.04% 0.04% 768 0 0.0% Q2 2026 Jul 07, 2026
Eagle Strategies LLC History No change 3,859 452 0.04% 0.04% 769 0 0.0% Q2 2026 Jul 21, 2026
KWMG, LLC History Reduced 4,146 451 0.03% 0.04% 770 -102 -2.4% Q3 2026 Oct 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,841 450 0.01% 0.01% 771 0 0.0% Q2 2026 Jul 14, 2026
JM2 Capital Inc. History No change 3,827 448 0.31% 0.31% 772 0 0.0% Q2 2026 Jul 21, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 3,800 445 0.1% 0.1% 773 0 0.0% Q2 2026 Aug 07, 2026
HF Advisory Group, LLC History Added to 4,061 442 0.13% 0.13% 774 +447 12.37% Q3 2026 Oct 09, 2026
WEALTHGARDEN F.S. LLC History No change 3,770 442 0.25% 0.25% 775 0 0.0% Q2 2026 Jul 31, 2026
BRIGHTON JONES LLC History No change 3,751 439 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 11, 2026
Trust Point Inc. History No change 3,740 438 0.04% 0.04% 777 0 0.0% Q2 2026 Jul 08, 2026
Arista Wealth Management, LLC History No change 3,740 438 0.05% 0.05% 778 0 0.0% Q2 2026 Jul 08, 2026
Richard W. Paul & Associates, LLC History No change 3,722 436 0.13% 0.13% 779 0 0.0% Q2 2026 Aug 10, 2026
Berger Financial Group, Inc History No change 3,710 435 0.02% 0.02% 780 0 0.0% Q2 2026 Aug 04, 2026
Autumn Glory Partners, LLC History No change 3,707 434 0.12% 0.12% 781 0 0.0% Q2 2026 Aug 03, 2026
Bragg Financial Advisors, Inc History No change 3,700 433 0.01% 0.01% 782 0 0.0% Q2 2026 Aug 12, 2026
FAGAN ASSOCIATES, INC. History No change 3,695 433 0.05% 0.05% 783 0 0.0% Q2 2026 Aug 04, 2026
Qube Research & Technologies Ltd History No change 3,700 433 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 14, 2026
PACIFIC SUN FINANCIAL CORP History No change 3,690 432 0.18% 0.18% 785 0 0.0% Q2 2026 Aug 07, 2026
Wealth Quarterback LLC History No change 3,688 432 0.13% 0.13% 786 0 0.0% Q2 2026 Jul 27, 2026
Wealthstar Advisors, LLC History No change 3,655 428 0.12% 0.12% 787 0 0.0% Q2 2026 Jul 30, 2026
Hopwood Financial Services, Inc. History No change 3,653 428 0.25% 0.25% 788 0 0.0% Q2 2026 Jul 22, 2026
Wealth Enhancement Trust Services, Inc. History No change 3,896 424 0.05% 0.05% 789 0 0.0% Q3 2026 Oct 07, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 3,594 422 0.04% 0.04% 790 0 0.0% Q2 2026 Jul 09, 2026
Dynamic Wealth Strategies, LLC History No change 3,600 422 0.22% 0.22% 791 0 0.0% Q2 2026 Jul 23, 2026
MIRAMONTES CAPITAL, LLC History No change 3,603 422 0.13% 0.13% 792 0 0.0% Q2 2026 Sep 09, 2026
ELEVATUS WELATH MANAGEMENT History No change 3,594 421 0.1% 0.1% 793 0 0.0% Q2 2026 Aug 13, 2026
1900 WEALTH MANAGEMENT LLC History No change 3,583 420 0.02% 0.02% 794 0 0.0% Q2 2026 Aug 04, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 3,575 419 0.23% 0.23% 795 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Added to 3,841 418 0.01% 0.01% 796 +893 30.29% Q3 2026 Oct 02, 2026
Millstone Evans Group, LLC History No change 3,570 418 0.23% 0.23% 797 0 0.0% Q2 2026 Aug 11, 2026
Joel Isaacson & Co., LLC History No change 3,549 416 0.01% 0.01% 798 0 0.0% Q2 2026 Aug 04, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 3,537 414 0.01% 0.01% 799 0 0.0% Q2 2026 Jul 31, 2026
SeaCrest Wealth Management, LLC History No change 3,523 413 0.05% 0.05% 800 0 0.0% Q2 2026 Jul 09, 2026
BAYBAN History No change 3,524 413 0.32% 0.32% 801 0 0.0% Q2 2026 Jul 30, 2026
Frisch Financial Group, Inc. History No change 3,515 412 0.07% 0.07% 802 0 0.0% Q2 2026 Aug 14, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 3,506 411 0.2% 0.2% 803 0 0.0% Q2 2026 Jul 21, 2026
Huntleigh Advisors, Inc. History No change 3,499 410 0.06% 0.06% 804 0 0.0% Q2 2026 Aug 04, 2026
Rollins Financial Advisors, LLC History No change 3,482 408 0.05% 0.05% 805 0 0.0% Q2 2026 Aug 04, 2026
F/m Investments LLC History No change 3,478 407 0.02% 0.02% 806 0 0.0% Q2 2026 Aug 05, 2026
JNBA Financial Advisors History No change 3,446 404 0.03% 0.03% 807 0 0.0% Q2 2026 Jul 23, 2026
TAGStone Capital, Inc. History No change 3,430 402 0.13% 0.13% 808 0 0.0% Q2 2026 Aug 11, 2026
Gallacher Capital Management LLC History No change 3,428 402 0.23% 0.23% 809 0 0.0% Q2 2026 Jul 16, 2026
EASTERN BANK History Reduced 3,689 401 0.01% 0.01% 810 -103 -2.72% Q3 2026 Oct 05, 2026
SkyOak Wealth, LLC History No change 3,398 398 0.07% 0.07% 811 0 0.0% Q2 2026 Jul 30, 2026
Seven Springs Wealth Group, LLC History No change 3,378 396 0.09% 0.09% 812 0 0.0% Q2 2026 Aug 04, 2026
CrossGen Wealth, LLC History No change 3,385 396 0.31% 0.31% 813 0 0.0% Q2 2026 Jul 24, 2026
Bensler, LLC History No change 3,365 394 0.03% 0.03% 814 0 0.0% Q2 2026 Jul 23, 2026
Clear Retirement Advice LLC History No change 3,352 393 0.27% 0.27% 815 0 0.0% Q2 2026 Jul 15, 2026
San Luis Wealth Advisors LLC History No change 3,342 391 0.06% 0.06% 816 0 0.0% Q2 2026 Jul 16, 2026
Joseph P. Lucia & Associates, LLC History No change 3,321 389 0.12% 0.12% 817 0 0.0% Q2 2026 Aug 07, 2026
AdvisorNet Financial, Inc History No change 3,309 388 0.02% 0.02% 818 0 0.0% Q2 2026 Jul 23, 2026
Aptus Capital Advisors, LLC History No change 3,313 388 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 12, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,310 388 0.01% 0.01% 820 0 0.0% Q2 2026 Aug 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,309 388 0.01% 0.01% 821 0 0.0% Q2 2026 Aug 03, 2026
Legacy Financial Strategies, LLC History No change 3,286 385 0.06% 0.06% 822 0 0.0% Q2 2026 Jul 21, 2026
Beaumont Financial Advisors, LLC History No change 3,290 385 0.02% 0.02% 823 0 0.0% Q2 2026 Aug 04, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 3,276 384 0.02% 0.02% 824 0 0.0% Q2 2026 Jul 21, 2026
Iron Gate Global Advisors LLC History No change 3,250 381 0.04% 0.04% 825 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 3,249 381 0.02% 0.02% 826 0 0.0% Q2 2026 Aug 13, 2026
LVW Advisors, LLC History No change 3,216 377 0.03% 0.03% 827 0 0.0% Q2 2026 Jul 15, 2026
Capital Square, LLC History No change 3,210 376 0.17% 0.17% 828 0 0.0% Q2 2026 Aug 12, 2026
Mattern Wealth Management LLC History No change 3,210 376 0.06% 0.06% 829 0 0.0% Q2 2026 Jul 23, 2026
BOKF, NA History No change 3,202 375 0.01% 0.01% 830 0 0.0% Q2 2026 Aug 10, 2026
Tempo Wealth, LLC History No change 3,165 371 0.05% 0.05% 831 0 0.0% Q2 2026 Jul 27, 2026
SmartHarvest Portfolios, LLC History No change 3,162 370 0.12% 0.12% 832 0 0.0% Q2 2026 Aug 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 3,150 369 0.02% 0.02% 833 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 3,154 369 0.01% 0.01% 834 0 0.0% Q2 2026 Jul 17, 2026
SMI Advisory Services, LLC History No change 3,109 366 0.06% 0.06% 835 0 0.0% Q2 2026 Jul 09, 2026
Bay Rivers Group History No change 3,121 366 0.12% 0.12% 836 0 0.0% Q2 2026 Jul 09, 2026
SMITH, MOORE & CO. History No change 3,119 365 0.02% 0.02% 837 0 0.0% Q2 2026 Aug 12, 2026
Walleye Capital LLC History No change 3,106 364 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 03, 2026
BCS Wealth Management History No change 3,102 363 0.07% 0.07% 839 0 0.0% Q2 2026 Jul 16, 2026
Balance Wealth Partners LLC History No change 3,083 361 0.1% 0.1% 840 0 0.0% Q2 2026 Jul 21, 2026
VICTORY FINANCIAL GROUP, LLC History No change 3,077 360 0.04% 0.04% 841 0 0.0% Q2 2026 Jul 28, 2026
Onyx Bridge Wealth Group LLC History No change 3,057 358 0.03% 0.03% 842 0 0.0% Q2 2026 Jul 23, 2026
Goelzer Investment Management, Inc. History No change 3,049 357 0.02% 0.02% 843 0 0.0% Q2 2026 Jul 14, 2026
Community Bank, N.A. History No change 3,050 357 0.04% 0.04% 844 0 0.0% Q2 2026 Aug 13, 2026
SWMG, LLC History No change 3,076 356 0.08% 0.08% 845 0 0.0% Q2 2026 Jul 15, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,044 356 0.05% 0.05% 846 0 0.0% Q2 2026 Jul 21, 2026
Performance Wealth Partners, LLC History No change 3,018 353 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 07, 2026
FIRST UNITED BANK & TRUST History No change 3,008 352 0.1% 0.1% 848 0 0.0% Q2 2026 Jul 20, 2026
Sharkey, Howes & Javer History No change 3,004 352 0.04% 0.04% 849 0 0.0% Q2 2026 Jul 09, 2026
Resolute Wealth Strategies, LLC History No change 2,978 349 0.14% 0.14% 850 0 0.0% Q2 2026 Aug 12, 2026
MPS Loria Financial Planners, LLC History No change 2,962 347 0.08% 0.08% 851 0 0.0% Q2 2026 Jul 30, 2026
Haverford Trust Co History No change 2,952 346 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 12, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 2,955 346 0.04% 0.04% 853 0 0.0% Q2 2026 Aug 03, 2026
Innova Wealth Partners History No change 2,934 344 0.14% 0.14% 854 0 0.0% Q2 2026 Jul 15, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 2,931 343 0.09% 0.09% 855 0 0.0% Q2 2026 Jul 16, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,910 341 0.01% 0.01% 856 0 0.0% Q2 2026 Jul 14, 2026
Avantax Planning Partners, Inc. History No change 2,906 340 0.01% 0.01% 857 0 0.0% Q2 2026 Jul 28, 2026
Aries Wealth Management History No change 2,905 340 0.07% 0.07% 858 0 0.0% Q2 2026 Jul 24, 2026
United Advisor Group, LLC History No change 2,901 340 0.04% 0.04% 859 0 0.0% Q2 2026 Jul 29, 2026
VCI Wealth Management LLC History No change 2,905 340 0.09% 0.09% 860 0 0.0% Q2 2026 Aug 04, 2026
Facet Wealth, Inc. History No change 2,898 339 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 27, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 2,870 336 0.02% 0.02% 862 0 0.0% Q2 2026 Jul 23, 2026
Leeward Financial Partners, LLC History No change 2,858 335 0.09% 0.09% 863 0 0.0% Q2 2026 Aug 06, 2026
Latitude Advisors, LLC History No change 2,863 335 0.13% 0.13% 864 0 0.0% Q2 2026 Jul 27, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 2,862 335 0.25% 0.25% 865 0 0.0% Q2 2026 Aug 07, 2026
Fortis Group Advisors, LLC History No change 2,850 334 0.05% 0.05% 866 0 0.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History No change 2,847 333 0.01% 0.01% 867 0 0.0% Q2 2026 Aug 12, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 2,840 333 0.03% 0.03% 868 0 0.0% Q2 2026 Sep 02, 2026
Straight Path Wealth Management History No change 2,835 332 0.08% 0.08% 869 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History No change 2,804 328 0.0% 0.0% 870 0 0.0% Q2 2026 Jul 21, 2026
STAR Financial Bank History No change 2,792 327 0.13% 0.13% 871 0 0.0% Q2 2026 Aug 07, 2026
Voya Financial Advisors, Inc. History No change 2,788 326 0.03% 0.03% 872 0 0.0% Q2 2026 Aug 12, 2026
HBK Sorce Advisory LLC History No change 2,731 324 0.01% 0.01% 873 0 0.0% Q2 2026 Aug 06, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,755 323 0.08% 0.08% 874 0 0.0% Q2 2026 Aug 27, 2026
HORAN Wealth, LLC History No change 2,757 323 0.04% 0.04% 875 0 0.0% Q2 2026 Aug 26, 2026
Truvestments Capital LLC History No change 2,743 321 0.05% 0.05% 876 0 0.0% Q2 2026 Aug 12, 2026
Horizon Wealth Management, LLC History No change 2,730 320 0.04% 0.04% 877 0 0.0% Q2 2026 Aug 06, 2026
River Wealth Advisors LLC History No change 2,728 319 0.03% 0.03% 878 0 0.0% Q2 2026 Aug 04, 2026
Balboa Wealth Partners History No change 2,716 318 0.04% 0.04% 879 0 0.0% Q2 2026 Aug 10, 2026
One Capital Management, LLC History No change 2,916 317 0.01% 0.01% 880 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 2,705 317 0.0% 0.0% 881 0 0.0% Q2 2026 Jul 22, 2026
Purpose Unlimited Inc. History No change 2,709 317 0.01% 0.01% 882 0 0.0% Q2 2026 Aug 13, 2026
Vontobel Holding Ltd. History No change 2,690 315 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 03, 2026
CENTAURUS FINANCIAL, INC. History No change 2,672 313 0.01% 0.01% 884 0 0.0% Q2 2026 Aug 17, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 2,676 313 0.02% 0.02% 885 0 0.0% Q2 2026 Aug 11, 2026
Axiom Investment Management LLC History No change 2,669 313 0.21% 0.21% 886 0 0.0% Q2 2026 Jul 30, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 2,670 313 0.08% 0.08% 887 0 0.0% Q2 2026 Aug 07, 2026
Cypress Wealth Services, LLC History No change 2,664 312 0.04% 0.04% 888 0 0.0% Q2 2026 Jul 10, 2026
Concord Wealth Partners History No change 2,665 312 0.04% 0.04% 889 0 0.0% Q2 2026 Jul 27, 2026
Midwest Financial Group LLC History No change 2,660 312 0.11% 0.11% 890 0 0.0% Q2 2026 Jul 21, 2026
Farmers National Bank History No change 2,660 311 0.06% 0.06% 891 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group History No change 2,659 311 0.02% 0.02% 892 0 0.0% Q2 2026 Jul 29, 2026
Total Wealth Planning & Management, Inc. History No change 2,658 311 0.21% 0.21% 893 0 0.0% Q2 2026 Jul 28, 2026
TSFG, LLC History No change 2,642 310 0.04% 0.04% 894 0 0.0% Q2 2026 Jul 23, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 2,650 310 0.01% 0.01% 895 0 0.0% Q2 2026 Jul 24, 2026
1ST SOURCE BANK History No change 2,637 309 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 06, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 2,635 309 0.12% 0.12% 897 0 0.0% Q2 2026 Jul 09, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 2,634 308 0.02% 0.02% 898 0 0.0% Q2 2026 Aug 10, 2026
Broadleaf Partners, LLC History No change 2,632 308 0.06% 0.06% 899 0 0.0% Q2 2026 Aug 13, 2026
Icon Wealth Advisors, LLC History No change 2,618 307 0.02% 0.02% 900 0 0.0% Q2 2026 Aug 05, 2026
SYM FINANCIAL Corp History No change 2,615 306 0.02% 0.02% 901 0 0.0% Q2 2026 Aug 04, 2026
James J. Burns & Company, LLC History No change 2,616 306 0.03% 0.03% 902 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Partners, LLC History No change 2,606 305 0.02% 0.02% 903 0 0.0% Q2 2026 Aug 03, 2026
Modera Wealth Management, LLC History No change 2,606 305 0.0% 0.0% 904 0 0.0% Q2 2026 Aug 03, 2026
DEARBORN PARTNERS LLC History No change 2,798 304 0.02% 0.02% 905 0 0.0% Q2 2026 Aug 13, 2026
LFA - Lugano Financial Advisors SA History No change 2,600 304 0.18% 0.18% 906 0 0.0% Q2 2026 Jul 28, 2026
PRINCIPAL SECURITIES, INC. History No change 2,585 303 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 04, 2026
BOK Financial Private Wealth, Inc. History No change 2,591 303 0.02% 0.02% 908 0 0.0% Q2 2026 Aug 07, 2026
Milestones Private Investment Advisors LLC History No change 2,586 303 0.24% 0.24% 909 0 0.0% Q2 2026 Jul 24, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 2,775 301 0.03% 0.03% 910 -174 -5.9% Q3 2026 Oct 08, 2026
TBH Global Asset Management, LLC History No change 2,570 301 0.06% 0.06% 911 0 0.0% Q2 2026 Aug 05, 2026
Element Wealth, LLC History No change 2,570 301 0.11% 0.11% 912 0 0.0% Q2 2026 Aug 14, 2026
May Hill Capital, LLC History No change 2,569 301 0.06% 0.06% 913 0 0.0% Q2 2026 Aug 07, 2026
ALBION FINANCIAL GROUP /UT History No change 2,562 300 0.02% 0.02% 914 0 0.0% Q2 2026 Jul 22, 2026
Foster Victor Wealth Advisors, LLC History No change 2,592 300 0.02% 0.02% 915 0 0.0% Q2 2026 Jul 22, 2026
Sierra Capital LLC History No change 2,562 300 0.03% 0.03% 916 0 0.0% Q2 2026 Aug 13, 2026
One Day In July LLC History No change 2,565 300 0.02% 0.02% 917 0 0.0% Q2 2026 Aug 03, 2026
Diligent Investors, LLC History No change 2,554 299 0.07% 0.07% 918 0 0.0% Q2 2026 Jul 24, 2026
Wealth Architects, LLC History No change 2,555 299 0.02% 0.02% 919 0 0.0% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,544 298 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 12, 2026
Elevated Capital Advisors, LLC History No change 2,548 298 0.08% 0.08% 921 0 0.0% Q2 2026 Aug 03, 2026
Man Group plc History No change 2,500 293 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 14, 2026
Ironwood Financial, llc History No change 2,518 292 0.05% 0.05% 923 0 0.0% Q2 2026 Jul 17, 2026
Blue Chip Partners, LLC History No change 2,495 292 0.02% 0.02% 924 0 0.0% Q2 2026 Aug 14, 2026
Parisi Gray Wealth Management History No change 2,490 291 0.06% 0.06% 925 0 0.0% Q2 2026 Jul 09, 2026
Stonebrook Private Inc. History No change 2,483 291 0.05% 0.05% 926 0 0.0% Q2 2026 Aug 14, 2026
RDA Financial Network History No change 2,481 290 0.06% 0.06% 927 0 0.0% Q2 2026 Jul 06, 2026
Patriot Financial Group Insurance Agency, LLC History No change 2,468 289 0.03% 0.03% 928 0 0.0% Q2 2026 Jul 16, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 2,471 289 0.05% 0.05% 929 0 0.0% Q2 2026 Aug 10, 2026
Northstar Financial Companies, Inc. History No change 2,469 289 0.19% 0.19% 930 0 0.0% Q2 2026 Aug 06, 2026
Rothschild Capital Partners, LLC History No change 2,461 288 0.06% 0.06% 931 0 0.0% Q2 2026 Aug 14, 2026
Moss Adams Wealth Advisors LLC History No change 2,460 288 0.02% 0.02% 932 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 2,464 288 0.01% 0.01% 933 0 0.0% Q2 2026 Aug 04, 2026
Hurlow Wealth Management Group, Inc. History No change 2,416 283 0.06% 0.06% 934 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History No change 2,600 282 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 29, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 2,375 282 0.19% 0.19% 936 0 0.0% Q2 2026 Jul 06, 2026
GWN SECURITIES INC. History No change 2,404 281 0.05% 0.05% 937 0 0.0% Q2 2026 Aug 05, 2026
Redhawk Wealth Advisors, Inc. History No change 2,402 281 0.03% 0.03% 938 0 0.0% Q2 2026 Jul 09, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 2,401 281 0.07% 0.07% 939 0 0.0% Q2 2026 Aug 14, 2026
Trifecta Capital Advisors, LLC History No change 2,400 281 0.04% 0.04% 940 0 0.0% Q2 2026 Aug 03, 2026
Stanich Group LLC History No change 2,386 279 0.18% 0.18% 941 0 0.0% Q2 2026 Jul 16, 2026
Asset Management One Co., Ltd. History No change 2,378 278 0.0% 0.0% 942 0 0.0% Q2 2026 Jul 28, 2026
Madison Wealth Partners, Inc History No change 2,364 277 0.04% 0.04% 943 0 0.0% Q2 2026 Aug 12, 2026
NORDEN GROUP LLC History No change 2,353 275 0.02% 0.02% 944 0 0.0% Q2 2026 Jul 29, 2026
SS&H Financial Advisors, Inc. History No change 2,334 274 0.07% 0.07% 945 0 0.0% Q2 2026 Aug 04, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 2,328 273 0.07% 0.07% 946 0 0.0% Q2 2026 Jul 15, 2026
ACORN CREEK CAPITAL LLC History No change 2,331 273 0.09% 0.09% 947 0 0.0% Q2 2026 Aug 06, 2026
Texas Yale Capital Corp. History No change 2,322 272 0.01% 0.01% 948 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Advisor Solutions, LLC History No change 2,313 271 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History Added to 2,473 269 0.01% 0.01% 951 +98 4.13% Q3 2026 Oct 08, 2026
ALLIANCEBERNSTEIN L.P. History No change 2,476 269 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 14, 2026
CLG LLC History No change 2,299 269 0.06% 0.06% 952 0 0.0% Q2 2026 Jul 16, 2026
SJS Investment Consulting Inc. History No change 2,292 268 0.03% 0.03% 953 0 0.0% Q2 2026 Jul 22, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 2,292 268 0.09% 0.09% 954 0 0.0% Q2 2026 Jul 23, 2026
CARRET ASSET MANAGEMENT, LLC History No change 2,278 267 0.02% 0.02% 955 0 0.0% Q2 2026 Aug 04, 2026
FULTON BANK, N.A. History No change 2,270 266 0.01% 0.01% 956 0 0.0% Q2 2026 Jul 09, 2026
Ballentine Partners, LLC History No change 2,272 266 0.0% 0.0% 957 0 0.0% Q2 2026 Jul 17, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 2,275 266 0.02% 0.02% 958 0 0.0% Q2 2026 Jul 28, 2026
Rare Wolf Capital LLC History No change 2,265 265 0.17% 0.17% 959 0 0.0% Q2 2026 Jul 23, 2026
Olistico Wealth, LLC History Added to 2,423 263 0.11% 0.12% 960 +24 1.0% Q3 2026 Oct 05, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 2,200 259 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 14, 2026
AssuredPartners Investment Advisors, LLC History No change 2,200 258 0.02% 0.02% 962 0 0.0% Q2 2026 Aug 10, 2026
Timbuktu Capital Management, LLC History No change 2,200 258 0.39% 0.39% 963 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 2,187 256 0.0% 0.0% 964 0 0.0% Q2 2026 Aug 13, 2026
Byrne Asset Management LLC History Reduced 2,350 255 0.14% 0.15% 968 -14 -0.59% Q3 2026 Oct 06, 2026
TRUST CO OF VERMONT History No change 2,180 255 0.01% 0.01% 965 0 0.0% Q2 2026 Aug 07, 2026
IPG Investment Advisors LLC History No change 2,180 255 0.04% 0.04% 966 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 2,181 255 0.0% 0.0% 967 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2,173 255 0.03% 0.03% 969 0 0.0% Q2 2026 Aug 12, 2026
Curi Capital, LLC History No change 2,172 254 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 14, 2026
Sather Financial Group Inc History No change 2,161 253 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 30, 2026
Confluence Wealth Services, Inc. History No change 2,160 253 0.01% 0.01% 972 0 0.0% Q2 2026 Jul 22, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 2,158 253 0.01% 0.01% 973 0 0.0% Q2 2026 Jul 20, 2026
ELCO Management Co., LLC History No change 2,150 252 0.11% 0.11% 974 0 0.0% Q2 2026 Aug 10, 2026
Gryphon Financial Partners LLC History No change 2,150 252 0.02% 0.02% 975 0 0.0% Q2 2026 Aug 05, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 2,146 251 0.14% 0.14% 976 0 0.0% Q2 2026 Jul 21, 2026
Teamwork Financial Advisors, LLC History No change 2,144 251 0.02% 0.02% 977 0 0.0% Q2 2026 Jul 08, 2026
MWA Asset Management History No change 2,144 251 0.11% 0.11% 978 0 0.0% Q2 2026 Jul 31, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 2,298 250 0.02% 0.02% 980 -750 -24.61% Q3 2026 Oct 08, 2026
Cornerstone Wealth Management, LLC History No change 2,132 250 0.01% 0.01% 979 0 0.0% Q2 2026 Jul 22, 2026
Briggs Wealth Management, Inc History No change 2,140 250 0.23% 0.23% 981 0 0.0% Q2 2026 Aug 06, 2026
Key Client Fiduciary Advisors, LLC History No change 2,125 249 0.07% 0.07% 982 0 0.0% Q2 2026 Jul 09, 2026
Lodestone Wealth Management LLC History No change 2,128 249 0.09% 0.09% 983 0 0.0% Q2 2026 Jul 23, 2026
SouthState Bank Corp History No change 2,114 247 0.01% 0.01% 984 0 0.0% Q2 2026 Aug 06, 2026
ZACKS INVESTMENT MANAGEMENT History No change 2,107 247 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 13, 2026
Annex Advisory Services, LLC History No change 2,114 247 0.0% 0.0% 986 0 0.0% Q2 2026 Jul 10, 2026
NOMURA HOLDINGS INC History No change 2,100 246 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 2,106 246 0.01% 0.01% 988 0 0.0% Q2 2026 Aug 12, 2026
TORONTO DOMINION BANK History No change 2,083 244 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 14, 2026
MEMBERS WEALTH LLC History No change 2,088 244 0.13% 0.13% 990 0 0.0% Q2 2026 Jul 09, 2026
OneAscent Family Office, LLC History No change 2,059 241 0.12% 0.12% 991 0 0.0% Q2 2026 Aug 11, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 2,050 240 0.02% 0.02% 992 0 0.0% Q2 2026 Aug 03, 2026
Waldron Private Wealth LLC History No change 2,054 240 0.01% 0.01% 993 0 0.0% Q2 2026 Jul 20, 2026
Rossby Financial, LCC History No change 2,078 240 0.04% 0.04% 994 0 0.0% Q2 2026 Aug 04, 2026
Gradient Investments LLC History Added to 2,201 239 0.0% 0.0% 995 +305 16.09% Q3 2026 Oct 08, 2026
Severin Investments, LLC History No change 2,034 238 0.18% 0.18% 996 0 0.0% Q2 2026 Aug 14, 2026
Alteri Wealth LLC History No change 2,031 238 0.07% 0.07% 997 0 0.0% Q2 2026 Jul 29, 2026
Manhattan West Asset Management, LLC History No change 2,029 237 0.04% 0.04% 998 0 0.0% Q2 2026 Aug 11, 2026
WESTBOURNE INVESTMENTS, INC. History No change 2,018 236 0.1% 0.1% 999 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN NATIONAL BANK & TRUST History No change 2,169 236 0.02% 0.02% 1000 0 0.0% Q3 2026 Oct 07, 2026
Sovereign Financial Group, Inc. History No change 2,009 235 0.04% 0.04% 1001 0 0.0% Q2 2026 Jul 24, 2026
DF DENT & CO INC History No change 1,998 234 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 14, 2026
Obermeyer Wealth Partners History No change 2,000 234 0.01% 0.01% 1003 0 0.0% Q2 2026 Jul 29, 2026
Manchester Capital Management LLC History No change 2,000 234 0.03% 0.03% 1004 0 0.0% Q2 2026 Aug 13, 2026
180 WEALTH ADVISORS, LLC History No change 1,995 234 0.02% 0.02% 1005 0 0.0% Q2 2026 Jul 07, 2026
Root Financial Partners, LLC History No change 1,997 234 0.01% 0.01% 1006 0 0.0% Q2 2026 Jul 29, 2026
Kaizen Financial Strategies History Added to 2,149 233 0.09% 0.08% 1008 +2 0.09% Q3 2026 Oct 09, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 1,990 233 0.03% 0.03% 1007 0 0.0% Q2 2026 Jul 09, 2026
LaSalle St. Investment Advisors, LLC History No change 1,992 233 0.03% 0.03% 1009 0 0.0% Q2 2026 Aug 11, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,984 232 0.09% 0.09% 1010 0 0.0% Q2 2026 Aug 05, 2026
Ascent Group, LLC History No change 1,983 232 0.01% 0.01% 1011 0 0.0% Q2 2026 Aug 03, 2026
PROMETHIUM ADVISORS,LLC History No change 1,980 232 0.11% 0.11% 1012 0 0.0% Q2 2026 Aug 05, 2026
Principle Wealth Partners LLC History No change 1,976 231 0.01% 0.01% 1013 0 0.0% Q2 2026 Aug 07, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 1,954 229 0.18% 0.18% 1014 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 1,951 228 0.02% 0.02% 1015 0 0.0% Q2 2026 Jul 21, 2026
BRAUN STACEY ASSOCIATES INC History No change 1,940 227 0.01% 0.01% 1016 0 0.0% Q2 2026 Aug 05, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 1,942 227 0.1% 0.1% 1017 0 0.0% Q2 2026 Jul 22, 2026
Vigilare Wealth Management History No change 1,939 227 0.07% 0.07% 1018 0 0.0% Q2 2026 Jul 06, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 1,943 227 0.02% 0.02% 1019 0 0.0% Q2 2026 Jul 27, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 1,938 227 0.04% 0.04% 1020 0 0.0% Q2 2026 Aug 06, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 1,931 226 0.01% 0.01% 1021 0 0.0% Q2 2026 Jul 24, 2026
FLOYD FINANCIAL GROUP LLC History No change 1,958 226 0.15% 0.15% 1022 0 0.0% Q2 2026 Jul 22, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 1,930 226 0.03% 0.03% 1023 0 0.0% Q2 2026 Aug 14, 2026
AVALON CAPITAL MANAGEMENT History No change 1,926 225 0.05% 0.05% 1024 0 0.0% Q2 2026 Jul 16, 2026
BEARING POINT CAPITAL, LLC History No change 1,910 224 0.03% 0.03% 1025 0 0.0% Q2 2026 Aug 11, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,896 222 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 1,900 222 0.04% 0.04% 1027 0 0.0% Q2 2026 Aug 03, 2026
STG SECURITIES, LLC History No change 1,900 222 0.02% 0.02% 1028 0 0.0% Q2 2026 Aug 13, 2026
OFS Enterprise LLC History No change 1,898 222 0.06% 0.06% 1029 0 0.0% Q2 2026 Jul 08, 2026
Crewe Advisors LLC History No change 1,888 221 0.02% 0.02% 1030 0 0.0% Q2 2026 Jul 23, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 2,027 220 0.13% 0.13% 1031 0 0.0% Q2 2026 Aug 19, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,869 219 0.0% 0.0% 1032 0 0.0% Q2 2026 Aug 11, 2026
Concentrum Wealth Management History No change 1,872 219 0.05% 0.05% 1033 0 0.0% Q2 2026 Aug 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,864 218 0.06% 0.06% 1034 0 0.0% Q2 2026 Jul 30, 2026
Roan Capital Partners History No change 2,001 217 0.16% 0.19% 1035 0 0.0% Q3 2026 Oct 09, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 1,847 216 0.01% 0.01% 1036 0 0.0% Q2 2026 Jul 13, 2026
Avestar Capital, LLC History No change 1,850 216 0.01% 0.01% 1037 0 0.0% Q2 2026 Jul 29, 2026
Bedel Financial Consulting, Inc. History No change 1,844 216 0.02% 0.02% 1038 0 0.0% Q2 2026 Jul 29, 2026
WAYSTONE ADVISORS LLC History No change 1,849 216 0.16% 0.16% 1039 0 0.0% Q2 2026 Jul 16, 2026
Avion Wealth History No change 1,841 215 0.04% 0.04% 1040 0 0.0% Q2 2026 Jul 31, 2026
Lakeshore Financial Planning, Inc. History No change 1,840 215 0.07% 0.07% 1041 0 0.0% Q2 2026 Jul 13, 2026
Castle Rock Wealth Management, LLC History Added to 1,916 214 0.04% 0.04% 1042 +18 0.95% Q3 2026 Oct 09, 2026
Independence Bank of Kentucky History No change 1,826 214 0.02% 0.02% 1043 0 0.0% Q2 2026 Jul 13, 2026
Advisor OS, LLC History No change 1,832 214 0.01% 0.01% 1044 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Retirement, LLC History No change 1,832 214 0.01% 0.01% 1045 0 0.0% Q2 2026 Aug 12, 2026
USA FINANCIAL FORMULAS History No change 1,817 213 0.04% 0.04% 1046 0 0.0% Q2 2026 Aug 04, 2026
Seelaus Asset Management LLC History No change 1,820 213 0.15% 0.15% 1047 0 0.0% Q2 2026 Jul 16, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 1,810 212 0.02% 0.02% 1048 0 0.0% Q2 2026 Jul 28, 2026
FSM Wealth Advisors, LLC History No change 1,814 212 0.02% 0.02% 1049 0 0.0% Q2 2026 Jul 15, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 1,808 212 0.04% 0.04% 1050 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,816 212 0.05% 0.05% 1051 0 0.0% Q2 2026 Jul 27, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 1,808 212 0.04% 0.04% 1052 0 0.0% Q2 2026 Aug 04, 2026
BURLING WEALTH PARTNERS, LLC History No change 1,814 212 0.03% 0.03% 1053 0 0.0% Q2 2026 Aug 04, 2026
Entelevest, LLC History No change 1,815 212 0.18% 0.18% 1054 0 0.0% Q2 2026 Jul 22, 2026
MITCHELL SINKLER & STARR/PA History No change 1,800 211 0.09% 0.09% 1055 0 0.0% Q2 2026 Jul 21, 2026
WealthCare Investment Partners, LLC History No change 1,806 211 0.05% 0.05% 1056 0 0.0% Q2 2026 Aug 10, 2026
Elmwood Wealth Management, Inc. History No change 1,792 210 0.05% 0.05% 1057 0 0.0% Q2 2026 Jul 07, 2026
Gateway Wealth Partners, LLC History No change 1,788 209 0.01% 0.01% 1058 0 0.0% Q2 2026 Aug 04, 2026
Marex Group Ltd History No change 1,784 209 0.0% 0.0% 1059 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 1,784 209 0.02% 0.02% 1060 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,733 209 0.02% 0.02% 1061 0 0.0% Q2 2026 Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 1,778 208 0.02% 0.02% 1062 0 0.0% Q2 2026 Aug 03, 2026
JFS WEALTH ADVISORS, LLC History No change 1,778 208 0.01% 0.01% 1063 0 0.0% Q2 2026 Jul 10, 2026
SilverOak Wealth Management LLC History No change 1,774 208 0.03% 0.03% 1064 0 0.0% Q2 2026 Jul 29, 2026
TD Waterhouse Canada Inc. History No change 1,766 208 0.0% 0.0% 1065 0 0.0% Q2 2026 Jul 27, 2026
TABLEAUX LLC History No change 1,782 208 0.09% 0.09% 1066 0 0.0% Q2 2026 Aug 07, 2026
Acropolis Investment Management, LLC History Reduced 1,900 206 0.01% 0.01% 1068 -227 -10.67% Q3 2026 Oct 08, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 1,899 206 0.01% 0.01% 1067 +212 12.57% Q3 2026 Oct 09, 2026
Peak Asset Management, LLC History No change 1,760 206 0.03% 0.03% 1069 0 0.0% Q2 2026 Aug 13, 2026
FLAGSTAR SECURITIES, INC History No change 1,749 205 0.06% 0.06% 1070 0 0.0% Q2 2026 Jul 15, 2026
Axim Planning & Wealth History No change 1,755 205 0.29% 0.29% 1071 0 0.0% Q2 2026 Aug 13, 2026
Y.D. More Investments Ltd History No change 1,760 204 0.01% 0.01% 1072 0 0.0% Q2 2026 Aug 05, 2026
Ipsen Advisor Group LLC History No change 1,740 204 0.13% 0.13% 1073 0 0.0% Q2 2026 Jul 29, 2026
SEMITAM BONAM LLC History No change 1,737 203 0.15% 0.15% 1074 0 0.0% Q2 2026 Jul 24, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,730 202 0.01% 0.01% 1075 0 0.0% Q2 2026 Jul 28, 2026
AlphaStar Capital Management, LLC History No change 1,730 202 0.01% 0.01% 1076 0 0.0% Q2 2026 Jul 30, 2026
CMH Wealth Management LLC History No change 1,730 202 0.03% 0.03% 1077 0 0.0% Q2 2026 Jul 09, 2026
Shulman DeMeo Asset Management LLC History Added to 1,821 201 0.04% 0.04% 1079 +4 0.22% Q3 2026 Oct 09, 2026
Brand Asset Management Group, Inc. History No change 1,720 201 0.04% 0.04% 1078 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD SECURITIES, INC. History No change 1,708 200 0.01% 0.01% 1080 0 0.0% Q2 2026 Jul 15, 2026
Mezzasalma Advisors, LLC History No change 1,708 200 0.04% 0.04% 1081 0 0.0% Q2 2026 Aug 10, 2026
49 WEALTH MANAGEMENT, LLC History No change 1,713 200 0.04% 0.04% 1082 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 1,713 200 0.04% 0.04% 1083 0 0.0% Q2 2026 Aug 14, 2026
Oakworth Capital, Inc. History No change 1,701 199 0.01% 0.01% 1084 0 0.0% Q2 2026 Jul 22, 2026
Solstein Capital, LLC History No change 1,696 198 0.07% 0.07% 1085 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 1,682 197 0.02% 0.02% 1086 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Asset Management, LLC History No change 1,680 197 0.02% 0.02% 1087 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History No change 1,678 196 0.0% 0.0% 1088 0 0.0% Q2 2026 Jul 22, 2026
Portfolio Resources Advisor Group, Inc. History No change 1,660 194 0.16% 0.16% 1089 0 0.0% Q2 2026 Jul 29, 2026
IMA Advisory Services, Inc. History No change 1,650 193 0.01% 0.01% 1090 0 0.0% Q2 2026 Aug 10, 2026
Cranbrook Wealth Management, LLC History No change 1,632 191 0.04% 0.04% 1091 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 1,480 173 0.01% 0.01% 1092 0 0.0% Q2 2026 Jul 24, 2026
DEUTSCHE BANK AG\ History No change 1,474 172 0.0% 0.0% 1093 0 0.0% Q2 2026 Aug 07, 2026
NFSG Corp History No change 1,437 168 0.02% 0.02% 1094 0 0.0% Q2 2026 Aug 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,384 162 0.01% 0.01% 1095 0 0.0% Q2 2026 Aug 03, 2026
UMB Bank, n.a. History No change 1,318 154 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 1,316 154 0.03% 0.03% 1097 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisory Services, LLC History No change 1,261 147 0.01% 0.01% 1098 0 0.0% Q2 2026 Jul 23, 2026
Plante Moran Financial Advisors, LLC History No change 1,250 146 0.01% 0.01% 1099 0 0.0% Q2 2026 Aug 06, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 1,220 143 0.08% 0.08% 1100 0 0.0% Q2 2026 Aug 13, 2026
Quaker Wealth Management, LLC History No change 1,225 143 0.04% 0.04% 1101 0 0.0% Q2 2026 Jul 24, 2026
Glassman Wealth Services History No change 1,206 141 0.02% 0.02% 1102 0 0.0% Q2 2026 Aug 05, 2026
Brooklyn FI, LLC History No change 1,245 141 0.03% 0.03% 1103 0 0.0% Q2 2026 Aug 04, 2026
Polaris Financial Partners History New 1,249 136 0.06% — 1105 +1,249 New Q3 2026 Oct 02, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,160 136 0.02% 0.02% 1104 0 0.0% Q2 2026 Jul 29, 2026
Atlantic Private Wealth, LLC History No change 1,150 134 0.08% 0.08% 1106 0 0.0% Q2 2026 Aug 11, 2026
Nemes Rush Group LLC History No change 1,146 134 0.01% 0.01% 1107 0 0.0% Q2 2026 Aug 14, 2026
Davis Capital Management History No change 1,230 133 0.08% 0.09% 1108 0 0.0% Q3 2026 Oct 08, 2026
BARRETT & COMPANY, INC. History No change 1,130 132 0.04% 0.04% 1109 0 0.0% Q2 2026 Jul 24, 2026
AMERIFLEX GROUP, INC. History No change 1,122 131 0.05% 0.05% 1110 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,036 121 0.02% 0.02% 1111 0 0.0% Q2 2026 Jul 27, 2026
Finley Financial, LLC History No change 1,040 121 0.05% 0.05% 1112 0 0.0% Q2 2026 Jul 08, 2026
Ancora Advisors LLC History No change 1,004 117 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 14, 2026
United Community Bank History No change 980 114 0.04% 0.04% 1114 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 971 113 0.01% 0.01% 1115 0 0.0% Q2 2026 Sep 15, 2026
Compagnie Lombard Odier SCmA History No change 935 109 0.0% 0.0% 1116 0 0.0% Q2 2026 Jul 29, 2026
Morse Asset Management, Inc History No change 905 106 0.02% 0.02% 1117 0 0.0% Q2 2026 Aug 13, 2026
Acumen Wealth Advisors, LLC History No change 905 106 0.02% 0.02% 1118 0 0.0% Q2 2026 Aug 03, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 898 105 0.0% 0.0% 1119 0 0.0% Q2 2026 Jul 20, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 896 105 0.0% 0.0% 1120 0 0.0% Q2 2026 Jul 08, 2026
Steigerwald, Gordon & Koch Inc. History No change 870 102 0.01% 0.01% 1121 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Wealth Planning Services, Inc. History No change 864 101 0.01% 0.01% 1122 0 0.0% Q2 2026 Aug 07, 2026
Paladin Advisory Group, LLC History No change 862 101 0.07% 0.07% 1123 0 0.0% Q2 2026 Jul 28, 2026
WEBSTER BANK, N. A. History No change 832 97 0.01% 0.01% 1124 0 0.0% Q2 2026 Jul 20, 2026
Asset Dedication, LLC History No change 828 97 0.01% 0.01% 1125 0 0.0% Q2 2026 Jul 30, 2026
StrongBox Wealth, LLC History No change 828 97 0.03% 0.03% 1126 0 0.0% Q2 2026 Jul 23, 2026
TIAA Wealth Investment Management LLC History No change 789 92 0.0% 0.0% 1127 0 0.0% Q2 2026 Aug 10, 2026
Avalon Trust Co History No change 770 90 0.01% 0.01% 1128 0 0.0% Q2 2026 Aug 06, 2026
Vanguard National Trust Co History No change 774 90 0.0% 0.0% 1129 0 0.0% Q2 2026 Aug 13, 2026
Hamilton Point Investment Advisors, LLC History No change 754 88 0.01% 0.01% 1130 0 0.0% Q2 2026 Jul 28, 2026
Sage Mountain Advisors LLC History No change 742 87 0.01% 0.01% 1131 0 0.0% Q2 2026 Aug 05, 2026
UNION SAVINGS BANK History No change 747 87 0.03% 0.03% 1132 0 0.0% Q2 2026 Jul 23, 2026
Downshift Financial, LLC History No change 742 87 0.04% 0.04% 1133 0 0.0% Q2 2026 Aug 12, 2026
Wilkerson Advisory Group LLC History No change 738 86 0.03% 0.03% 1134 0 0.0% Q2 2026 Jul 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 732 85 0.03% 0.03% 1135 0 0.0% Q2 2026 Jul 08, 2026
SHP Wealth Management History No change 732 85 0.01% 0.01% 1136 0 0.0% Q2 2026 Aug 11, 2026
First Bancorp, Inc /ME/ History No change 722 84 0.03% 0.03% 1137 0 0.0% Q2 2026 Aug 11, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 712 83 0.02% 0.02% 1138 0 0.0% Q2 2026 Sep 02, 2026
Westfuller Advisors, LLC History No change 709 83 0.03% 0.03% 1139 0 0.0% Q2 2026 Jul 29, 2026
Pacific Center for Financial Services History No change 704 82 0.02% 0.02% 1140 0 0.0% Q2 2026 Aug 05, 2026
MassMutual Private Wealth & Trust, FSB History No change 731 79 0.0% 0.0% 1141 0 0.0% Q3 2026 Oct 05, 2026
Strive Financial Group ,LLC History No change 662 77 0.03% 0.03% 1142 0 0.0% Q2 2026 Aug 14, 2026
MCF Advisors LLC History No change 655 76 0.0% 0.0% 1143 0 0.0% Q2 2026 Aug 12, 2026
Roble, Belko & Company, Inc History No change 646 76 0.01% 0.01% 1144 0 0.0% Q2 2026 Jul 24, 2026
Canton Hathaway, LLC History No change 650 76 0.01% 0.01% 1145 0 0.0% Q2 2026 Aug 05, 2026
Prestige Wealth Management Group LLC History No change 656 76 0.01% 0.01% 1146 0 0.0% Q2 2026 Aug 14, 2026
BALLAST ADVISORS LLC History No change 652 76 0.02% 0.02% 1147 0 0.0% Q2 2026 Aug 12, 2026
Frazier Financial Advisors, LLC History No change 644 75 0.04% 0.04% 1148 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History No change 634 74 0.0% 0.0% 1149 0 0.0% Q2 2026 Jul 27, 2026
Capital Advisors, Ltd. LLC History No change 618 72 0.01% 0.01% 1150 0 0.0% Q2 2026 Jul 16, 2026
Align Financial, LLC History No change 610 71 0.04% 0.04% 1151 0 0.0% Q2 2026 Jul 27, 2026
PITTENGER & ANDERSON INC History No change 600 70 0.0% 0.0% 1152 0 0.0% Q2 2026 Jul 27, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 600 70 0.0% 0.0% 1153 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 591 69 0.02% 0.02% 1154 0 0.0% Q2 2026 Jul 23, 2026
GoalVest Advisory LLC History No change 628 68 0.01% 0.01% 1155 0 0.0% Q3 2026 Oct 02, 2026
Napier Financial, LLC History No change 586 68 0.01% 0.01% 1156 0 0.0% Q2 2026 Jul 31, 2026
Triumph Capital Management History No change 576 67 0.01% 0.01% 1157 0 0.0% Q2 2026 Jul 20, 2026
Biltmore Family Office, LLC History No change 564 66 0.01% 0.01% 1158 0 0.0% Q2 2026 Aug 12, 2026
Rice Partnership, LLC History No change 525 61 0.01% 0.01% 1159 0 0.0% Q2 2026 Jul 29, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 518 60 0.0% 0.0% 1160 0 0.0% Q2 2026 Aug 04, 2026
Copia Wealth Management History No change 513 60 0.04% 0.04% 1161 0 0.0% Q2 2026 Aug 17, 2026
SALEM INVESTMENT COUNSELORS INC History No change 508 59 0.0% 0.0% 1162 0 0.0% Q2 2026 Jul 14, 2026
North Star Investment Management Corp. History No change 504 59 0.0% 0.0% 1163 0 0.0% Q2 2026 Jul 28, 2026
Fairway Wealth LLC History No change 510 59 0.01% 0.01% 1164 0 0.0% Q2 2026 Jul 24, 2026
Medallion Wealth Advisors, LLC History No change 509 59 0.02% 0.02% 1165 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 500 58 0.02% 0.02% 1166 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Planning Group LLC History No change 511 58 0.01% 0.01% 1167 0 0.0% Q2 2026 Jul 29, 2026
Pacifica Partners Inc. History No change 532 57 0.02% 0.02% 1168 0 0.0% Q3 2026 Oct 08, 2026
Aventus Investment Advisors, Inc. History No change 528 57 0.04% 0.04% 1169 0 0.0% Q3 2026 Oct 09, 2026
Armor Investment Advisors, LLC History No change 466 54 0.02% 0.02% 1170 0 0.0% Q2 2026 Aug 04, 2026
Strengthening Families & Communities, LLC History No change 463 54 0.01% 0.01% 1171 0 0.0% Q2 2026 Aug 11, 2026
Perkins Coie Trust Co History No change 452 53 0.01% 0.01% 1172 0 0.0% Q2 2026 Jul 09, 2026
Dunhill Financial, LLC History No change 453 53 0.01% 0.01% 1173 0 0.0% Q2 2026 Aug 07, 2026
Register Financial Advisors LLC History No change 460 53 0.02% 0.02% 1174 0 0.0% Q2 2026 Jul 15, 2026
Washington Trust Advisors, Inc. History No change 448 52 0.0% 0.0% 1175 0 0.0% Q2 2026 Jul 29, 2026
BankChampaign, National Association History No change 446 52 0.04% 0.04% 1176 0 0.0% Q2 2026 Jul 23, 2026
Collier Financial History No change 443 51 0.03% 0.03% 1177 0 0.0% Q2 2026 Jul 30, 2026
Synergy Investment Management, LLC History No change 438 51 0.01% 0.01% 1178 0 0.0% Q2 2026 Aug 14, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 438 51 0.01% 0.01% 1179 0 0.0% Q2 2026 Aug 13, 2026
FIRST COMMUNITY TRUST NA History No change 460 50 0.02% 0.02% 1180 0 0.0% Q3 2026 Oct 07, 2026
NVWM, LLC History No change 430 50 0.01% 0.01% 1181 0 0.0% Q2 2026 Jul 28, 2026
Coston, McIsaac & Partners History No change 428 50 0.01% 0.01% 1182 0 0.0% Q2 2026 Aug 12, 2026
VESTOR CAPITAL, LLC History No change 1,052 49 0.0% 0.0% 1183 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 422 49 0.0% 0.0% 1184 0 0.0% Q2 2026 Jul 23, 2026
Moisand Fitzgerald Tamayo, LLC History No change 424 49 0.0% 0.0% 1185 0 0.0% Q2 2026 Jul 13, 2026
NBH Bank History No change 425 49 0.02% 0.02% 1186 0 0.0% Q2 2026 Aug 14, 2026
Balentine LLC History No change 416 48 0.0% 0.0% 1187 0 0.0% Q2 2026 Aug 06, 2026
West Branch Capital LLC History No change 414 48 0.01% 0.01% 1188 0 0.0% Q2 2026 Jul 10, 2026
Wagner Wealth Management, LLC History No change 409 47 0.01% 0.01% 1189 0 0.0% Q2 2026 Jul 24, 2026
Lloyd Advisory Services, LLC. History No change 406 47 0.02% 0.02% 1190 0 0.0% Q2 2026 Aug 07, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 400 46 0.01% 0.01% 1191 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Counsel, Inc History No change 400 46 0.0% 0.0% 1192 0 0.0% Q2 2026 Jul 27, 2026
Provident Wealth Management, LLC History No change 396 46 0.01% 0.01% 1193 0 0.0% Q2 2026 Aug 04, 2026
Investment Research & Advisory Group, Inc. History No change 286 46 0.01% 0.01% 1194 0 0.0% Q2 2026 Jul 23, 2026
RMG Wealth Management LLC History No change 384 45 0.0% 0.0% 1195 0 0.0% Q2 2026 Aug 13, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 383 44 0.01% 0.01% 1196 0 0.0% Q2 2026 Jul 24, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 377 44 0.0% 0.0% 1197 0 0.0% Q2 2026 Aug 13, 2026
Bollard Group LLC History No change 372 44 0.0% 0.0% 1198 0 0.0% Q2 2026 Aug 12, 2026
First Command Advisory Services, Inc. History No change 382 44 0.0% 0.0% 1199 0 0.0% Q2 2026 Aug 10, 2026
Investors Research Corp History No change 412 44 0.01% 0.01% 1200 0 0.0% Q3 2026 Oct 07, 2026
Fairscale Capital, LLC History No change 376 44 0.03% 0.03% 1201 0 0.0% Q2 2026 Aug 07, 2026
Godfrey Financial Associates, Inc. History No change 370 43 0.03% 0.03% 1202 0 0.0% Q2 2026 Aug 11, 2026
Bogart Wealth, LLC History No change 364 42 0.0% 0.0% 1203 0 0.0% Q2 2026 Jul 24, 2026
MONTAG A & ASSOCIATES INC History No change 358 41 0.0% 0.0% 1204 0 0.0% Q2 2026 Aug 05, 2026
Gold Investment Management Ltd. History No change 350 41 0.01% 0.01% 1205 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 331 38 0.0% 0.0% 1206 0 0.0% Q2 2026 Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 330 38 0.0% 0.0% 1207 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History No change 332 38 0.01% 0.01% 1208 0 0.0% Q2 2026 Jul 16, 2026
Provenance Wealth Advisors, LLC History No change 330 38 0.0% 0.0% 1209 0 0.0% Q2 2026 Jul 24, 2026
Hilton Head Capital Partners, LLC History No change 330 38 0.02% 0.02% 1210 0 0.0% Q2 2026 Jul 27, 2026
Operose Advisors LLC History No change 322 37 0.01% 0.01% 1211 0 0.0% Q2 2026 Aug 13, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 316 37 0.05% 0.05% 1212 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 310 36 0.0% 0.0% 1213 0 0.0% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History No change 289 33 0.0% 0.0% 1214 0 0.0% Q2 2026 Aug 07, 2026
ADIRONDACK TRUST CO History No change 274 32 0.01% 0.01% 1215 0 0.0% Q2 2026 Jul 16, 2026
Hanson & Doremus Investment Management History No change 272 32 0.0% 0.0% 1216 0 0.0% Q2 2026 Jul 29, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 276 32 0.01% 0.01% 1217 0 0.0% Q2 2026 Aug 04, 2026
XP Advisory US, Inc. History No change 278 32 0.02% 0.02% 1218 0 0.0% Q2 2026 Jul 30, 2026
Horrell Capital Management, Inc. History No change 294 31 0.02% 0.02% 1219 0 0.0% Q3 2026 Oct 08, 2026
WealthCollab, LLC History No change 267 31 0.01% 0.01% 1220 0 0.0% Q2 2026 Aug 10, 2026
Kilter Group LLC History No change 270 31 0.01% 0.01% 1221 0 0.0% Q2 2026 Aug 11, 2026
KERR FINANCIAL PLANNING Corp History No change 265 31 0.03% 0.03% 1222 0 0.0% Q2 2026 Jul 02, 2026
Roxbury Financial LLC History Added to 278 30 0.02% 0.03% 1225 +1 0.36% Q3 2026 Oct 01, 2026
NATIONAL BANK OF CANADA /FI/ History No change 262 30 0.0% 0.0% 1223 0 0.0% Q2 2026 Aug 10, 2026
Game Plan Financial Advisors, LLC History No change 260 30 0.01% 0.01% 1224 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Edge Private Wealth Management, LLC History No change 250 29 0.01% 0.01% 1226 0 0.0% Q2 2026 Jul 23, 2026
HHM Wealth Advisors, LLC History No change 246 28 0.0% 0.0% 1227 0 0.0% Q2 2026 Jul 13, 2026
Financial Perspectives, Inc History No change 240 28 0.01% 0.01% 1228 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 246 28 0.0% 0.0% 1229 0 0.0% Q2 2026 Aug 11, 2026
Costello Asset Management, INC History No change 228 26 0.01% 0.01% 1230 0 0.0% Q2 2026 Jul 28, 2026
CKW FINANCIAL GROUP History No change 200 24 0.0% 0.0% 1231 0 0.0% Q2 2026 Jul 24, 2026
GILL CAPITAL PARTNERS, LLC History No change 204 23 0.01% 0.01% 1232 0 0.0% Q2 2026 Aug 20, 2026
Financial Gravity Companies, Inc. History No change 204 23 0.0% 0.0% 1233 0 0.0% Q2 2026 Aug 05, 2026
Community Financial Services Group, LLC History No change 200 23 0.0% 0.0% 1234 0 0.0% Q2 2026 Jul 09, 2026
MV CAPITAL MANAGEMENT, INC. History No change 200 23 0.0% 0.0% 1235 0 0.0% Q2 2026 Jul 30, 2026
Tower View Wealth Management LLC History No change 196 23 0.01% 0.01% 1236 0 0.0% Q2 2026 Jul 24, 2026
Versant Capital Management, Inc History No change 218 23 0.0% 0.0% 1237 0 0.0% Q3 2026 Oct 01, 2026
DecisionPoint Financial, LLC History No change 202 23 0.0% 0.0% 1238 0 0.0% Q2 2026 Aug 05, 2026
High Point Wealth Management, LLC History No change 200 23 0.02% 0.02% 1239 0 0.0% Q2 2026 Jul 20, 2026
EFG International AG History No change 200 23 0.0% 0.0% 1240 0 0.0% Q2 2026 Aug 14, 2026
STEPH & CO History No change 208 22 0.01% 0.01% 1241 0 0.0% Q3 2026 Oct 07, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 194 22 0.0% 0.0% 1242 0 0.0% Q2 2026 Aug 14, 2026
ELEVATE WEALTH ADVISORY, INC History No change 180 21 0.01% 0.01% 1243 0 0.0% Q2 2026 Aug 14, 2026
Ankerstar Wealth, LLC History No change 182 21 0.02% 0.02% 1244 0 0.0% Q2 2026 Aug 13, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 182 19 0.01% 0.01% 1245 +1 0.55% Q3 2026 Oct 01, 2026
Private Wealth Management Group, LLC History No change 166 19 0.0% 0.0% 1246 0 0.0% Q2 2026 Jul 27, 2026
Quest 10 Wealth Builders, Inc. History No change 167 19 0.01% 0.01% 1247 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Advisors History No change 160 18 0.0% 0.0% 1248 0 0.0% Q2 2026 Aug 11, 2026
Smallwood Wealth Investment Management, LLC History No change 160 18 0.01% 0.01% 1249 0 0.0% Q2 2026 Jul 23, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 156 18 0.01% 0.01% 1250 0 0.0% Q2 2026 Aug 11, 2026
1 NORTH WEALTH SERVICES LLC History No change 152 17 0.01% 0.01% 1251 0 0.0% Q2 2026 Aug 03, 2026
Princeton Global Asset Management LLC History No change 149 17 0.0% 0.0% 1252 0 0.0% Q2 2026 Jul 16, 2026
Rialto Wealth Management, LLC History No change 146 17 0.0% 0.0% 1253 0 0.0% Q2 2026 Aug 11, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 140 16 0.01% 0.01% 1254 0 0.0% Q2 2026 Jul 16, 2026
Tradewinds Capital Management, LLC History No change 144 16 0.0% 0.0% 1255 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 144 16 0.0% 0.0% 1256 0 0.0% Q2 2026 Jul 20, 2026
Windsor Advisory Group, LLC History No change 128 15 0.01% 0.01% 1257 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 136 15 0.0% 0.0% 1258 0 0.0% Q2 2026 Jul 23, 2026
Piscataqua Savings Bank History No change 130 15 0.01% 0.01% 1259 0 0.0% Q2 2026 Jul 09, 2026
Signature Resources Capital Management, LLC History No change 134 15 0.01% 0.01% 1260 0 0.0% Q2 2026 Jul 13, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 140 15 0.0% 0.0% 1261 0 0.0% Q3 2026 Oct 07, 2026
First PREMIER Bank History No change 122 14 0.0% 0.0% 1262 0 0.0% Q2 2026 Jul 15, 2026
WOLFF WIESE MAGANA LLC History No change 120 14 0.01% 0.01% 1263 0 0.0% Q2 2026 Jul 13, 2026
Vision Retirement, LLC History No change 127 14 0.0% 0.0% 1264 0 0.0% Q2 2026 Jul 21, 2026
Aventura Private Wealth, LLC History No change 122 14 0.0% 0.0% 1265 0 0.0% Q2 2026 Jul 15, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 118 13 0.0% 0.0% 1266 0 0.0% Q2 2026 Aug 10, 2026
Winch Advisory Services, LLC History No change 111 13 0.0% 0.0% 1267 0 0.0% Q2 2026 Aug 06, 2026
CNB Bank History No change 118 13 0.01% 0.01% 1268 0 0.0% Q2 2026 Aug 06, 2026
TOMPKINS FINANCIAL CORP History No change 111 12 0.0% 0.0% 1269 0 0.0% Q3 2026 Oct 05, 2026
MCDONALD PARTNERS LLC History No change 110 12 0.0% 0.0% 1270 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Partners, Ltd. History No change 110 12 0.0% 0.0% 1271 0 0.0% Q2 2026 Aug 12, 2026
Providence Capital Advisors, LLC History No change 106 12 0.0% 0.0% 1272 0 0.0% Q2 2026 Aug 11, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 110 12 0.03% 0.03% 1273 0 0.0% Q2 2026 Aug 13, 2026
Friedenthal Financial History No change 101 11 0.01% 0.01% 1274 0 0.0% Q2 2026 Jul 13, 2026
Abound Wealth Management History No change 94 11 0.0% 0.0% 1275 0 0.0% Q2 2026 Jul 10, 2026
Strategic Investment Solutions, Inc. /IL History No change 102 11 0.0% 0.0% 1276 0 0.0% Q2 2026 Jul 08, 2026
Advocate Investing Services LLC History No change 100 11 0.01% 0.01% 1277 0 0.0% Q2 2026 Jul 28, 2026
HM PAYSON & CO History No change 92 10 0.0% 0.0% 1278 0 0.0% Q2 2026 Jul 17, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 80 9 0.0% 0.0% 1279 0 0.0% Q2 2026 Jul 27, 2026
Orion Capital Management LLC History No change 84 9 0.0% 0.0% 1280 0 0.0% Q2 2026 Aug 17, 2026
Cherry Tree Wealth Management, LLC History No change 80 9 0.0% 0.0% 1281 0 0.0% Q2 2026 Sep 15, 2026
Chung Wu Investment Group, LLC History No change 78 9 0.01% 0.01% 1282 0 0.0% Q2 2026 Jul 31, 2026
Pioneer Family Office, LLC History No change 85 9 0.0% 0.0% 1283 0 0.0% Q2 2026 Jul 27, 2026
ARVEST INVESTMENTS, INC. History No change 70 8 0.0% 0.0% 1284 0 0.0% Q2 2026 Jul 17, 2026
Park Place Capital Corp History No change 74 8 0.0% 0.0% 1285 0 0.0% Q2 2026 Aug 13, 2026
Concord Investment Counsel Inc. History No change 76 8 0.0% 0.0% 1286 0 0.0% Q2 2026 Aug 11, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 56 7 0.0% 0.0% 1287 0 0.0% Q2 2026 Aug 18, 2026
Cedar Mountain Advisors, LLC History No change 68 7 0.0% 0.0% 1288 0 0.0% Q2 2026 Jul 02, 2026
Beaird Harris Wealth Management, LLC History No change 66 7 0.0% 0.0% 1289 0 0.0% Q2 2026 Jul 08, 2026
Ascentis Wealth Management, LLC History No change 62 7 0.0% 0.0% 1290 0 0.0% Q2 2026 Jul 30, 2026
BLUELINE ADVISORS LLC History No change 42 7 0.0% 0.0% 1291 0 0.0% Q2 2026 Jul 27, 2026
ALERUS FINANCIAL NA History No change 58 6 0.0% 0.0% 1292 0 0.0% Q2 2026 Aug 13, 2026
Eukles Asset Management History No change 54 6 0.0% 0.0% 1293 0 0.0% Q2 2026 Aug 05, 2026
WealthShield Partners, LLC History No change 54 6 0.0% 0.0% 1294 0 0.0% Q2 2026 Aug 12, 2026
MidFirst Bank History No change 56 6 0.0% 0.0% 1295 0 0.0% Q2 2026 Aug 07, 2026
Stone House Investment Management, LLC History No change 46 5 0.0% 0.0% 1296 0 0.0% Q2 2026 Aug 05, 2026
Covestor Ltd History No change 46 5 0.0% 0.0% 1297 0 0.0% Q2 2026 Aug 07, 2026
New Republic Capital, LLC History No change 46 5 0.0% 0.0% 1298 0 0.0% Q2 2026 Jul 31, 2026
Tidemark, LLC History No change 50 5 0.0% 0.0% 1299 0 0.0% Q2 2026 Aug 10, 2026
Philadelphia Investment Partners, LLC History No change 44 5 0.0% 0.0% 1300 0 0.0% Q2 2026 Aug 14, 2026
Advanced Asset Management Advisors Inc History No change 40 4 0.0% 0.0% 1301 0 0.0% Q2 2026 Jul 16, 2026
Activest Wealth Management History No change 40 4 0.0% 0.0% 1302 0 0.0% Q2 2026 Jul 16, 2026
Highland Investment Advisors LLC History No change 35 4 0.0% 0.0% 1303 0 0.0% Q2 2026 Aug 13, 2026
Family Manage LLC History No change 26 3 0.0% 0.0% 1304 0 0.0% Q2 2026 Aug 14, 2026
Mechanics Financial Corp History No change 27 3 0.0% 0.0% 1305 0 0.0% Q2 2026 Aug 05, 2026
Addison Advisors LLC History No change 34 3 0.0% 0.0% 1306 0 0.0% Q2 2026 Aug 10, 2026
Kingdom Financial Group LLC. History No change 28 3 0.0% 0.0% 1307 0 0.0% Q2 2026 Aug 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 26 3 0.0% 0.0% 1308 0 0.0% Q2 2026 Jul 21, 2026
one8zero8, LLC History No change 30 3 0.0% 0.0% 1309 0 0.0% Q2 2026 Aug 10, 2026
Daiwa Securities Group Inc. History No change 20 2 0.0% 0.0% 1310 0 0.0% Q2 2026 Jul 31, 2026
Weaver Capital Management LLC History No change 24 2 0.0% 0.0% 1311 0 0.0% Q2 2026 Jul 30, 2026
Silicon Valley Capital Partners History No change 18 2 0.0% 0.0% 1312 0 0.0% Q2 2026 Sep 21, 2026
LifeSteps Financial, Inc. History No change 24 2 0.0% 0.0% 1313 0 0.0% Q2 2026 Jul 17, 2026
Rakuten Securities, Inc. History No change 20 2 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 11, 2026
Markowski Investments History No change 20 2 0.0% 0.0% 1315 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 10 1 0.0% 0.0% 1316 0 0.0% Q2 2026 Aug 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 14 1 0.0% 0.0% 1317 0 0.0% Q3 2026 Oct 09, 2026
Ares Financial Consulting, LLC History No change 12 1 0.0% 0.0% 1318 0 0.0% Q2 2026 Jul 09, 2026
PlanVest Financial, Inc History No change 16 1 0.0% 0.0% 1319 0 0.0% Q2 2026 Aug 10, 2026
Go Invest LLC History No change 11 1 0.0% 0.0% 1320 0 0.0% Q3 2026 Oct 08, 2026
Retireful, LLC History Closed out 0 0 — 2.38% — -21,842 -100.0% Q3 2026 Oct 08, 2026
DOLIVER ADVISORS, LP History Closed out 0 0 — 0.08% — -2,980 -100.0% Q3 2026 Oct 01, 2026
Mirador Capital Partners LP History Closed out 0 0 — 0.04% — -2,686 -100.0% Q3 2026 Oct 09, 2026
Peoples Bank/KS History Closed out 0 0 — 0.2% — -1,734 -100.0% Q3 2026 Oct 09, 2026
Banque Cantonale Vaudoise History No change 902 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Raleigh Capital Management Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Quent Capital, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Networth Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Meramec Financial Planners, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 28, 2026