iSHARES TRUST - ACWI

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 11,192,473 1,756,882 0.09% 0.09% 1 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 4,945,603 776,311 0.27% 0.27% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 2,231,651 350,302 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 2,197,489 344,939 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 13, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 2,110,162 331,619 1.61% 1.61% 5 0 0.0% Q2 2026 Jul 29, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 2,046,529 318,890 0.23% 0.23% 6 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,908,952 299,648 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 14, 2026
Sageworth Trust Co History No change 1,726,067 270,940 10.67% 10.67% 8 0 0.0% Q2 2026 Jul 28, 2026
NORTHERN TRUST CORP History No change 1,596,244 250,562 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 13, 2026
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York History No change 1,590,032 249,587 57.33% 57.33% 10 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,580,926 248,155 0.18% 0.18% 11 0 0.0% Q2 2026 Aug 10, 2026
Phoenix Financial Ltd. History No change 1,512,202 237,370 1.62% 1.62% 12 0 0.0% Q2 2026 Aug 11, 2026
P/E Global LLC History No change 1,391,035 218,350 14.01% 14.01% 13 0 0.0% Q2 2026 Jul 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,387,365 217,774 0.11% 0.11% 14 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 1,383,598 215,592 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL PLC History No change 1,365,357 214,320 1.17% 1.17% 16 0 0.0% Q2 2026 Aug 13, 2026
ICONIQ Capital, LLC History No change 1,356,798 212,976 6.13% 6.13% 17 0 0.0% Q2 2026 Aug 13, 2026
Granger Management LLC History No change 1,322,121 207,533 64.29% 64.29% 18 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 1,283,002 201,392 0.07% 0.07% 19 0 0.0% Q2 2026 Aug 12, 2026
Mass General Brigham, Inc History No change 1,259,657 197,728 54.76% 54.76% 20 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 1,146,645 179,988 0.9% 0.9% 21 0 0.0% Q2 2026 Jul 17, 2026
GOLDMAN SACHS GROUP INC History No change 1,127,700 177,015 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 1,089,050 170,948 0.14% 0.14% 23 0 0.0% Q2 2026 Sep 02, 2026
Bogart Wealth, LLC History No change 1,049,707 164,772 5.65% 5.65% 24 0 0.0% Q2 2026 Jul 24, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 1,038,012 162,936 14.97% 14.97% 25 0 0.0% Q2 2026 Aug 14, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 1,010,593 158,633 18.59% 18.59% 26 0 0.0% Q2 2026 Aug 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 896,500 140,724 0.63% 0.63% 27 0 0.0% Q2 2026 Aug 13, 2026
HF Capital, LLC History No change 868,367 136,307 45.94% 45.94% 28 0 0.0% Q2 2026 Aug 11, 2026
Parkwood LLC History No change 839,961 131,849 9.44% 9.44% 29 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 806,928 126,663 0.48% 0.48% 30 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL ADVISORS INC/OK History No change 798,281 125,306 1.84% 1.84% 31 0 0.0% Q2 2026 Jul 22, 2026
IEQ CAPITAL, LLC History No change 795,286 124,836 0.58% 0.58% 32 0 0.0% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History No change 791,591 124,231 0.19% 0.19% 33 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 733,357 115,114 0.34% 0.34% 34 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 731,460 114,817 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 687,632 107,937 0.15% 0.15% 36 0 0.0% Q2 2026 Aug 27, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 672,938 105,433 0.66% 0.66% 37 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 658,288 103,326 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 14, 2026
Copos Capital B.V. History No change 654,673 102,764 13.89% 13.89% 39 0 0.0% Q2 2026 Aug 12, 2026
Mirae Asset Global Investments Co., Ltd. History No change 653,715 102,613 0.15% 0.15% 40 0 0.0% Q2 2026 Jul 22, 2026
ALLIANCEBERNSTEIN L.P. History No change 709,499 98,173 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 14, 2026
Two Creeks Capital Management, LP History No change 583,355 91,569 65.62% 65.62% 42 0 0.0% Q2 2026 Aug 14, 2026
Verger Capital Management LLC History No change 561,194 88,090 25.81% 25.81% 43 0 0.0% Q2 2026 Jul 28, 2026
LOWE BROCKENBROUGH & CO INC History No change 542,352 85,132 3.79% 3.79% 44 0 0.0% Q2 2026 Aug 03, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 531,034 83,277 1.79% 1.79% 45 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 525,899 82,550 0.25% 0.25% 46 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 516,463 80,997 0.13% 0.13% 47 0 0.0% Q2 2026 Aug 13, 2026
ALLIANZ SE History No change 515,415 80,904 0.85% 0.85% 48 0 0.0% Q2 2026 Aug 10, 2026
BANK OF NOVA SCOTIA History No change 508,414 79,805 0.12% 0.12% 49 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 505,073 79,281 0.17% 0.17% 50 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 495,698 77,810 0.11% 0.11% 51 0 0.0% Q2 2026 Aug 12, 2026
Bernicke Wealth Management, Ltd. History No change 484,549 76,059 8.83% 8.83% 52 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 463,373 72,735 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 458,174 71,919 0.32% 0.32% 54 0 0.0% Q2 2026 Aug 12, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 438,825 68,377 0.12% 0.12% 55 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 432,682 67,918 0.12% 0.12% 56 0 0.0% Q2 2026 Jul 30, 2026
Nearwater Capital Markets, Ltd History No change 431,900 67,795 1.17% 1.17% 57 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 426,988 67,024 0.06% 0.06% 58 0 0.0% Q2 2026 Aug 05, 2026
Capital International Investors History No change 427,267 66,576 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History No change 421,761 66,203 0.69% 0.69% 60 0 0.0% Q2 2026 Jul 21, 2026
Cresset Asset Management, LLC History No change 409,574 64,290 0.23% 0.23% 61 0 0.0% Q2 2026 Aug 14, 2026
Three Bridge Wealth Advisors, LLC History No change 407,963 64,038 16.04% 16.04% 62 0 0.0% Q2 2026 Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 401,408 63,008 0.01% 0.01% 63 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 395,481 62,078 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 07, 2026
Birnam Oak Advisors, LP History No change 385,076 60,445 9.81% 9.81% 65 0 0.0% Q2 2026 Aug 14, 2026
Naviter Wealth, LLC History No change 384,843 60,408 5.48% 5.48% 66 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 348,931 54,771 0.13% 0.13% 67 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 348,390 54,686 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 344,784 54,126 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 339,503 53,291 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 335,317 52,634 0.05% 0.05% 71 0 0.0% Q2 2026 Aug 12, 2026
Banco Santander, S.A. History No change 331,161 51,982 0.32% 0.32% 72 0 0.0% Q2 2026 Jul 29, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 328,087 51,499 0.06% 0.06% 73 0 0.0% Q2 2026 Aug 13, 2026
1832 Asset Management L.P. History No change 296,238 46,500 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 13, 2026
BRANDYWINE MANAGERS, LLC History No change 293,679 46,098 22.8% 22.8% 75 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 277,961 43,828 0.07% 0.07% 76 0 0.0% Q2 2026 Jul 15, 2026
Drake & Associates, LLC History No change 276,605 43,418 7.31% 7.31% 77 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners LLC History No change 276,375 43,382 0.05% 0.05% 78 0 0.0% Q2 2026 Aug 14, 2026
Horizon Wealth Management, LLC History No change 273,345 42,906 5.47% 5.47% 79 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 271,674 42,644 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 03, 2026
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje History No change 270,635 42,481 8.21% 8.21% 81 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 259,500 40,733 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 257,143 40,363 0.05% 0.05% 83 0 0.0% Q2 2026 Jul 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 257,110 40,358 1.5% 1.5% 84 0 0.0% Q2 2026 Jul 08, 2026
Rockefeller Capital Management L.P. History No change 247,122 38,790 0.06% 0.06% 85 0 0.0% Q2 2026 Aug 13, 2026
Jasper Ridge Partners, L.P. History No change 246,089 38,628 0.82% 0.82% 86 0 0.0% Q2 2026 Aug 14, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 241,678 37,936 1.34% 1.34% 87 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 233,539 36,658 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 13, 2026
Erste Asset Management GmbH History No change 253,157 35,130 0.27% 0.27% 89 0 0.0% Q2 2026 Jul 28, 2026
Purpose Unlimited Inc. History No change 222,800 34,972 1.34% 1.34% 90 0 0.0% Q2 2026 Aug 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 222,227 34,882 0.5% 0.5% 91 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 217,934 34,209 0.09% 0.09% 92 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 212,728 33,391 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 211,200 33,152 0.14% 0.14% 94 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 203,486 31,941 0.22% 0.22% 95 0 0.0% Q2 2026 Aug 14, 2026
BANK HAPOALIM BM History No change 200,000 31,394 2.09% 2.09% 96 0 0.0% Q2 2026 Aug 05, 2026
Circle Wealth Management, LLC History No change 199,733 31,352 0.39% 0.39% 97 0 0.0% Q2 2026 Aug 12, 2026
Waldron Private Wealth LLC History No change 199,242 31,275 1.08% 1.08% 98 0 0.0% Q2 2026 Jul 20, 2026
SENTINEL TRUST CO LBA History No change 195,752 30,727 2.72% 2.72% 99 0 0.0% Q2 2026 Jul 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 195,063 30,619 1.55% 1.55% 100 0 0.0% Q2 2026 Aug 11, 2026
Privium Fund Management (UK) Ltd History No change 193,570 30,162 12.54% 12.54% 101 0 0.0% Q2 2026 Aug 06, 2026
GFS Advisors, LLC History No change 9,032 30,004 3.16% 3.16% 102 0 0.0% Q2 2026 Aug 04, 2026
Avestar Capital, LLC History No change 190,128 29,844 1.67% 1.67% 103 0 0.0% Q2 2026 Jul 29, 2026
Liberty Mutual Group Asset Management Inc. History No change 188,000 29,510 2.58% 2.58% 104 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 183,680 28,832 0.0% 0.0% 105 0 0.0% Q2 2026 Sep 02, 2026
Allen Investment Management, LLC History No change 183,243 28,763 0.34% 0.34% 106 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 182,797 28,693 0.04% 0.04% 107 0 0.0% Q2 2026 Aug 19, 2026
Johns Hopkins University History No change 181,055 28,420 1.9% 1.9% 108 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 178,713 28,053 0.03% 0.03% 109 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 168,965 26,522 0.25% 0.25% 110 0 0.0% Q2 2026 Aug 06, 2026
Jefferies Financial Group Inc. History No change 168,819 26,499 0.17% 0.17% 111 0 0.0% Q2 2026 Aug 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 164,241 25,780 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 12, 2026
Ayalon Insurance Comp Ltd. History Reduced 162,301 25,768 2.14% 4.19% 113 -55,347 -25.43% Q3 2026 Oct 08, 2026
MEITAV INVESTMENT HOUSE LTD History No change 163,021 25,578 0.17% 0.17% 114 0 0.0% Q2 2026 Jul 20, 2026
Quantinno Capital Management LP History No change 162,129 25,449 0.03% 0.03% 115 0 0.0% Q2 2026 Aug 13, 2026
Bricktown Capital, LLC History No change 162,068 25,439 4.6% 4.6% 116 0 0.0% Q2 2026 Jul 15, 2026
Sepio Capital, LP History No change 156,594 24,580 1.24% 1.24% 117 0 0.0% Q2 2026 Jul 28, 2026
EQUITABLE TRUST CO History No change 149,233 23,425 0.98% 0.98% 118 0 0.0% Q2 2026 Jul 23, 2026
BIP Wealth, LLC History No change 148,329 23,283 0.66% 0.66% 119 0 0.0% Q2 2026 Aug 03, 2026
Hackensack Meridian Health, Inc. History No change 148,000 23,231 1.57% 1.57% 120 0 0.0% Q2 2026 Aug 05, 2026
CENTAURUS FINANCIAL, INC. History No change 138,615 21,758 0.84% 0.84% 121 0 0.0% Q2 2026 Aug 17, 2026
Union Bancaire Privee, UBP SA History No change 132,531 21,242 0.23% 0.23% 122 0 0.0% Q2 2026 Jul 16, 2026
Topor & Co. Korea History No change 129,879 20,387 16.07% 16.07% 123 0 0.0% Q2 2026 Jul 08, 2026
Gryphon Financial Partners LLC History No change 122,690 19,258 1.7% 1.7% 124 0 0.0% Q2 2026 Aug 05, 2026
LAZARD ASSET MANAGEMENT LLC History No change 121,303 19,040 0.03% 0.03% 125 0 0.0% Q2 2026 Aug 14, 2026
Ashford Advisors, LLC History No change 120,933 18,982 3.92% 3.92% 126 0 0.0% Q2 2026 Aug 06, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 120,540 18,921 0.16% 0.16% 127 0 0.0% Q2 2026 Aug 04, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 120,150 18,860 0.13% 0.13% 128 0 0.0% Q2 2026 Aug 14, 2026
Portus Wealth Advisors, LLC History No change 119,979 18,833 15.5% 15.5% 129 0 0.0% Q2 2026 Jul 21, 2026
CAPTRUST FINANCIAL ADVISORS History No change 114,622 17,992 0.03% 0.03% 130 0 0.0% Q2 2026 Aug 13, 2026
CHANNEL WEALTH LLC History No change 114,486 17,970 4.03% 4.03% 131 0 0.0% Q2 2026 Aug 04, 2026
Cetera Investment Advisers History No change 113,866 17,873 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 12, 2026
BBR PARTNERS, LLC History No change 112,271 17,623 0.83% 0.83% 133 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 109,420 17,169 0.09% 0.09% 134 0 0.0% Q2 2026 Aug 14, 2026
PINEBRIDGE INVESTMENTS LLC History No change 108,843 17,085 0.14% 0.14% 135 0 0.0% Q2 2026 Aug 13, 2026
IFC Advisors LLC History No change 104,361 16,381 2.08% 2.08% 136 0 0.0% Q2 2026 Aug 05, 2026
Plan Group Financial, LLC History No change 102,342 16,064 3.31% 3.31% 137 0 0.0% Q2 2026 Aug 03, 2026
Wilkinson Global Asset Management LLC History No change 96,241 15,106 1.2% 1.2% 138 0 0.0% Q2 2026 Aug 06, 2026
AlTi Global, Inc. History No change 94,622 14,852 0.31% 0.31% 139 0 0.0% Q2 2026 Aug 05, 2026
SVB WEALTH LLC History No change 92,915 14,584 0.92% 0.92% 140 0 0.0% Q2 2026 Jul 17, 2026
Wind River Trust Co History No change 92,604 14,536 4.91% 4.91% 141 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 89,993 14,126 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 05, 2026
Centennial Bank/AR/ History No change 89,315 14,019 4.51% 4.51% 143 0 0.0% Q2 2026 Aug 10, 2026
Dorsey & Whitney Trust CO LLC History No change 87,728 13,770 0.67% 0.67% 144 0 0.0% Q2 2026 Aug 14, 2026
North Berkeley Wealth Management, LLC History No change 86,342 13,553 5.48% 5.48% 145 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 86,229 13,535 0.02% 0.02% 146 0 0.0% Q2 2026 Jul 29, 2026
AQR CAPITAL MANAGEMENT LLC History No change 85,891 13,482 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Amplius Wealth Advisors, LLC History No change 85,773 13,463 0.99% 0.99% 148 0 0.0% Q2 2026 Jul 17, 2026
HB Wealth Management, LLC History No change 85,456 13,414 0.08% 0.08% 149 0 0.0% Q2 2026 Jul 29, 2026
STIFEL FINANCIAL CORP History No change 84,542 13,270 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 12, 2026
NYL Investors LLC History No change 84,156 13,209 5.06% 5.06% 151 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 83,902 13,170 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 83,702 13,139 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 07, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 83,076 13,040 1.96% 1.96% 154 0 0.0% Q2 2026 Aug 10, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 82,074 12,883 1.28% 1.28% 155 0 0.0% Q2 2026 Jul 29, 2026
DT Investment Partners, LLC History No change 81,723 12,828 0.96% 0.96% 156 0 0.0% Q2 2026 Jul 27, 2026
Waverly Advisors, LLC History No change 79,893 12,540 0.07% 0.07% 157 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 78,864 12,379 0.09% 0.09% 158 0 0.0% Q2 2026 Jul 22, 2026
UNIQUE WEALTH, LLC History No change 78,139 12,265 1.43% 1.43% 159 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Investment Research Advisors, Inc. History No change 73,489 11,536 0.03% 0.03% 160 0 0.0% Q2 2026 Jul 27, 2026
Mariner, LLC History No change 73,481 11,534 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 13, 2026
HARDING LOEVNER LP History No change 71,188 11,174 0.11% 0.11% 162 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 69,600 10,925 0.1% 0.1% 163 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 69,100 10,846 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
WHI TRUST Co LLC History No change 68,537 10,758 6.95% 6.95% 165 0 0.0% Q2 2026 Aug 11, 2026
EFG International AG History No change 67,848 10,650 0.19% 0.19% 166 0 0.0% Q2 2026 Aug 14, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 67,564 10,605 0.4% 0.4% 167 0 0.0% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History No change 66,354 10,415 0.05% 0.05% 168 0 0.0% Q2 2026 Jul 27, 2026
COOPER INVESTORS PTY LTD History No change 66,345 10,414 4.78% 4.78% 169 0 0.0% Q2 2026 Jul 06, 2026
Able Wealth Management LLC History No change 66,065 10,370 2.38% 2.38% 170 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 65,879 10,340 0.03% 0.03% 171 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Financial Services LLC History No change 62,954 9,881 0.47% 0.47% 172 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History No change 62,722 9,845 0.16% 0.16% 173 0 0.0% Q2 2026 Jul 31, 2026
BRANDYWINE TRUST CO History No change 61,715 9,687 1.56% 1.56% 174 0 0.0% Q2 2026 Aug 13, 2026
Mullaney, Keating & Wright, Inc. History No change 61,659 9,678 4.68% 4.68% 175 0 0.0% Q2 2026 Jul 14, 2026
Financial Enhancement Group LLC History Added to 59,132 9,503 1.09% 1.11% 176 +19 0.03% Q3 2026 Oct 08, 2026
Creative Planning History No change 60,315 9,467 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 60,154 9,442 0.77% 0.77% 178 0 0.0% Q2 2026 Aug 06, 2026
GLENMEDE TRUST CO NA History No change 59,653 9,363 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 59,136 9,282 0.14% 0.14% 180 0 0.0% Q2 2026 Aug 05, 2026
LARCH CAPITAL PARTNERS LLC History No change 58,306 9,152 1.31% 1.31% 181 0 0.0% Q2 2026 Aug 17, 2026
Altrafin AG History No change 57,500 9,025 3.53% 3.53% 182 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 56,500 8,868 0.2% 0.2% 183 0 0.0% Q2 2026 Jul 22, 2026
Hilltop Partners LLC History No change 56,256 8,830 2.14% 2.14% 184 0 0.0% Q2 2026 Aug 05, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 55,328 8,684 0.52% 0.52% 185 0 0.0% Q2 2026 Jul 31, 2026
Permanent Capital Management, LP History No change 54,862 8,611 1.15% 1.15% 186 0 0.0% Q2 2026 Aug 12, 2026
Y.D. More Investments Ltd History No change 53,768 8,431 0.26% 0.26% 187 0 0.0% Q2 2026 Aug 05, 2026
Rothschild Capital Partners, LLC History No change 51,937 8,152 1.75% 1.75% 188 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 50,082 7,861 0.08% 0.08% 189 0 0.0% Q2 2026 Aug 11, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 49,150 7,715 0.28% 0.28% 190 0 0.0% Q2 2026 Jul 21, 2026
Atria Investments, Inc History No change 48,858 7,669 0.08% 0.08% 191 0 0.0% Q2 2026 Jul 28, 2026
Sava Infond d.o.o. History No change 47,450 7,448 0.53% 0.53% 192 0 0.0% Q2 2026 Jul 16, 2026
Capital World Investors History No change 47,491 7,400 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 12, 2026
LexAurum Advisors, LLC History No change 47,106 7,394 0.85% 0.85% 194 0 0.0% Q2 2026 Jul 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 46,527 7,303 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 46,033 7,225 0.43% 0.43% 196 0 0.0% Q2 2026 Aug 14, 2026
Verum Partners LLC History No change 45,092 7,078 1.06% 1.06% 197 0 0.0% Q2 2026 Jul 22, 2026
FFT WEALTH MANAGEMENT LLC History No change 44,314 6,955 1.09% 1.09% 198 0 0.0% Q2 2026 Jul 27, 2026
Frank, Rimerman Advisors LLC History No change 44,053 6,914 0.39% 0.39% 199 0 0.0% Q2 2026 Jul 27, 2026
Ausdal Financial Partners, Inc. History No change 43,972 6,902 0.27% 0.27% 200 0 0.0% Q2 2026 Aug 14, 2026
VPR Management LLC History No change 43,700 6,859 2.75% 2.75% 201 0 0.0% Q2 2026 Aug 14, 2026
Wescott Financial Advisory Group, LLC History No change 43,621 6,847 0.53% 0.53% 202 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Advisory Services, LLC History No change 42,807 6,719 0.14% 0.14% 203 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 42,781 6,715 0.07% 0.07% 204 0 0.0% Q2 2026 Aug 03, 2026
Peak Financial Management, Inc. History No change 42,275 6,635 1.52% 1.52% 205 0 0.0% Q2 2026 Jul 20, 2026
Advisory Services Network, LLC History No change 41,954 6,585 0.07% 0.07% 206 0 0.0% Q2 2026 Aug 12, 2026
Moneda S.A. Administradora General de Fondos History No change 41,923 6,580 5.4% 5.4% 207 0 0.0% Q2 2026 Aug 14, 2026
OV Management LLC History No change 41,611 6,531 12.2% 12.2% 208 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 41,605 6,530 0.39% 0.39% 209 0 0.0% Q2 2026 Aug 05, 2026
Lee Financial Co History No change 41,299 6,482 0.83% 0.83% 210 0 0.0% Q2 2026 Jul 22, 2026
Zurich Insurance Group Ltd/FI History No change 41,074 6,447 0.04% 0.04% 211 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 40,600 6,372 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 03, 2026
Atwater Malick LLC History No change 39,737 6,237 1.36% 1.36% 213 0 0.0% Q2 2026 Jul 27, 2026
Diversified Trust Co History No change 39,463 6,194 0.1% 0.1% 214 0 0.0% Q2 2026 Jul 17, 2026
Ballentine Partners, LLC History No change 39,425 6,188 0.08% 0.08% 215 0 0.0% Q2 2026 Jul 17, 2026
Bluespring Wealth Management, LLC History No change 39,265 6,163 0.12% 0.12% 216 0 0.0% Q2 2026 Aug 11, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 38,812 6,092 0.21% 0.21% 217 0 0.0% Q2 2026 Aug 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 37,900 5,949 0.02% 0.02% 218 0 0.0% Q2 2026 Jul 28, 2026
Onyx Bridge Wealth Group LLC History No change 37,882 5,946 0.54% 0.54% 219 0 0.0% Q2 2026 Jul 23, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 37,715 5,920 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 07, 2026
EP Wealth Advisors, LLC History No change 37,310 5,856 0.02% 0.02% 221 0 0.0% Q2 2026 Aug 11, 2026
Procyon Advisors, LLC History No change 36,887 5,790 0.25% 0.25% 222 0 0.0% Q2 2026 Jul 09, 2026
SCS Capital Management LLC History No change 36,858 5,785 0.05% 0.05% 223 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 36,380 5,710 0.03% 0.03% 224 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 36,380 5,710 0.1% 0.1% 225 0 0.0% Q2 2026 Aug 06, 2026
Advisor OS, LLC History No change 35,992 5,649 0.38% 0.38% 226 0 0.0% Q2 2026 Aug 05, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 40,588 5,616 0.97% 0.97% 227 0 0.0% Q2 2026 Aug 03, 2026
JENNISON ASSOCIATES LLC History No change 35,423 5,560 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 03, 2026
Sand Hill Global Advisors, LLC History No change 35,154 5,518 0.17% 0.17% 229 0 0.0% Q2 2026 Aug 11, 2026
Financial Council, LLC History No change 34,691 5,445 1.77% 1.77% 230 0 0.0% Q2 2026 Aug 04, 2026
Equitable Holdings, Inc. History No change 32,922 5,167 0.03% 0.03% 231 0 0.0% Q2 2026 Aug 17, 2026
Intergy Private Wealth, LLC History No change 32,910 5,165 1.19% 1.19% 232 0 0.0% Q2 2026 Jul 17, 2026
Capital Group Private Client Services, Inc. History No change 32,773 5,144 0.07% 0.07% 233 0 0.0% Q2 2026 Aug 12, 2026
PENNINGTON PARTNERS & CO., LLC History No change 32,677 5,129 1.64% 1.64% 234 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 32,261 5,064 0.03% 0.03% 235 0 0.0% Q2 2026 Aug 10, 2026
Callan Family Office, LLC History No change 32,232 5,059 0.1% 0.1% 236 0 0.0% Q2 2026 Aug 11, 2026
Madrona Financial Services, LLC History No change 32,217 5,057 0.93% 0.93% 237 0 0.0% Q2 2026 Jul 17, 2026
BARCLAYS PLC History No change 32,183 5,051 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
MayTech Global Investments, LLC History No change 32,029 5,027 0.56% 0.56% 239 0 0.0% Q2 2026 Jul 29, 2026
Sageworth Trust Co of South Dakota History No change 31,062 4,875 3.01% 3.01% 240 0 0.0% Q2 2026 Jul 28, 2026
BSW Wealth Partners History No change 30,930 4,855 0.54% 0.54% 241 0 0.0% Q2 2026 Jul 15, 2026
Well Done, LLC History No change 30,898 4,850 0.65% 0.65% 242 0 0.0% Q2 2026 Jul 24, 2026
Chevy Chase Trust Holdings, LLC History No change 30,431 4,776 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 14, 2026
Beirne Wealth Consulting Services, LLC History No change 30,420 4,776 0.95% 0.95% 244 0 0.0% Q2 2026 Jul 15, 2026
FRANKLIN RESOURCES INC History No change 30,335 4,761 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
National Philanthropic Trust History No change 30,329 4,760 0.07% 0.07% 246 0 0.0% Q2 2026 Aug 14, 2026
USAdvisors Wealth Management, LLC History No change 29,763 4,671 1.34% 1.34% 247 0 0.0% Q2 2026 Jul 29, 2026
HighPoint Advisor Group LLC History No change 29,459 4,624 0.16% 0.16% 248 0 0.0% Q2 2026 Aug 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 28,780 4,517 0.17% 0.17% 249 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 28,716 4,507 0.12% 0.12% 250 0 0.0% Q2 2026 Jul 13, 2026
Golden State Wealth Management, LLC History No change 28,399 4,457 0.41% 0.41% 251 0 0.0% Q2 2026 Jul 22, 2026
CALTON & ASSOCIATES, INC. History No change 28,178 4,423 0.65% 0.65% 252 0 0.0% Q2 2026 Aug 10, 2026
Rathbones Group PLC History No change 27,165 4,264 0.02% 0.02% 253 0 0.0% Q2 2026 Jul 23, 2026
Wealthfront Advisers LLC History No change 27,120 4,257 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 07, 2026
LGT Group Foundation History No change 27,100 4,253 0.05% 0.05% 255 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 26,811 4,208 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 26,718 4,193 0.06% 0.06% 257 0 0.0% Q2 2026 Jul 23, 2026
QUADRANT CAPITAL GROUP LLC History No change 26,624 4,179 0.11% 0.11% 258 0 0.0% Q2 2026 Aug 14, 2026
RIK SAYLOR FINANCIAL, INC. History No change 26,144 4,103 2.72% 2.72% 259 0 0.0% Q2 2026 Aug 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 25,681 4,077 0.11% 0.1% 260 -70 -0.27% Q3 2026 Oct 05, 2026
Trilogy Capital Inc. History No change 25,974 4,077 0.16% 0.16% 261 0 0.0% Q2 2026 Jul 02, 2026
MainStreet Investment Advisors LLC History No change 25,719 4,037 0.55% 0.55% 262 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 25,501 4,002 0.04% 0.04% 263 0 0.0% Q2 2026 Aug 12, 2026
PAX Financial Group, LLC History No change 25,383 3,984 0.59% 0.59% 264 0 0.0% Q2 2026 Aug 05, 2026
CKW FINANCIAL GROUP History No change 25,302 3,950 0.39% 0.39% 265 0 0.0% Q2 2026 Jul 24, 2026
Freestone Capital Holdings, LLC History No change 25,060 3,933 0.1% 0.1% 266 0 0.0% Q2 2026 Jul 31, 2026
CATALYST PRIVATE WEALTH, LLC History No change 24,912 3,910 1.89% 1.89% 267 0 0.0% Q2 2026 Jul 21, 2026
Sanctuary Advisors, LLC History No change 24,671 3,872 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 13, 2026
Arcus Capital Partners, LLC History No change 24,596 3,860 1.6% 1.6% 269 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 24,548 3,853 0.02% 0.02% 270 0 0.0% Q2 2026 Aug 18, 2026
BARINGS LLC History No change 24,240 3,804 0.07% 0.07% 271 0 0.0% Q2 2026 Aug 07, 2026
BlueStem Wealth Partners, LLC History No change 23,934 3,756 0.37% 0.37% 272 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 23,759 3,729 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 23,547 3,696 0.03% 0.03% 274 0 0.0% Q2 2026 Aug 14, 2026
Arkos Global Advisors History No change 23,464 3,683 0.44% 0.44% 275 0 0.0% Q2 2026 Aug 14, 2026
RDA Financial Network History No change 23,219 3,644 0.79% 0.79% 276 0 0.0% Q2 2026 Jul 06, 2026
WADDELL & ASSOCIATES, LLC History No change 23,047 3,617 0.18% 0.18% 277 0 0.0% Q2 2026 Jul 15, 2026
Independent Wealth Network Inc. History No change 22,638 3,553 0.9% 0.9% 278 0 0.0% Q2 2026 Jul 20, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 22,596 3,546 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 12, 2026
Rothschild Wealth LLC History No change 22,485 3,529 0.28% 0.28% 280 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History No change 22,362 3,510 0.07% 0.07% 281 0 0.0% Q2 2026 Aug 11, 2026
Aries Wealth Management History No change 22,305 3,501 0.69% 0.69% 282 0 0.0% Q2 2026 Jul 24, 2026
Strategic Financial Partners, Ltd. History No change 22,287 3,498 1.32% 1.32% 283 0 0.0% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 22,029 3,457 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 12, 2026
PFW Advisors LLC History Reduced 21,223 3,369 1.0% 1.04% 285 -1,429 -6.31% Q3 2026 Oct 07, 2026
PRUDENTIAL FINANCIAL INC History No change 21,300 3,343 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 12, 2026
Klaas Financial Asset Advisors, LLC History No change 20,395 3,201 0.4% 0.4% 287 0 0.0% Q2 2026 Jul 15, 2026
Selby Wealth Management, LLC History No change 19,510 3,062 1.09% 1.09% 288 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 19,262 3,023 0.04% 0.04% 289 0 0.0% Q2 2026 Jul 15, 2026
Sellwood Investment Partners LLC History No change 19,160 3,007 1.06% 1.06% 290 0 0.0% Q2 2026 Jul 27, 2026
McKinley Carter Wealth Services, Inc. History No change 19,088 2,996 0.15% 0.15% 291 0 0.0% Q2 2026 Jul 28, 2026
Vontobel Holding Ltd. History No change 18,825 2,954 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 03, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 18,424 2,892 0.9% 0.9% 293 0 0.0% Q2 2026 Aug 07, 2026
Avidian Wealth Enterprises, LLC History Added to 18,171 2,884 0.08% 0.08% 294 +293 1.64% Q3 2026 Oct 08, 2026
Belpointe Asset Management LLC History No change 18,319 2,875 0.09% 0.09% 295 0 0.0% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History No change 18,189 2,855 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 11, 2026
Bleakley Financial Group, LLC History No change 18,153 2,849 0.04% 0.04% 297 0 0.0% Q2 2026 Aug 05, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 18,122 2,844 2.26% 2.26% 298 0 0.0% Q2 2026 Aug 14, 2026
Hirtle & Co., LLC History No change 17,970 2,820 0.09% 0.09% 299 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 17,555 2,758 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 10, 2026
WEST BANCORPORATION INC History No change 17,531 2,751 1.18% 1.18% 301 0 0.0% Q2 2026 Jul 23, 2026
Veltria Advisors Corp. History No change 17,421 2,734 4.14% 4.14% 302 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 17,243 2,706 0.07% 0.07% 303 0 0.0% Q2 2026 Jul 20, 2026
Composition Wealth, LLC History No change 17,162 2,693 0.03% 0.03% 304 0 0.0% Q2 2026 Jul 22, 2026
Envestnet Portfolio Solutions, Inc. History No change 17,042 2,675 0.01% 0.01% 305 0 0.0% Q2 2026 Sep 23, 2026
Hopwood Nicholas Hunter History No change 17,048 2,675 0.73% 0.73% 306 0 0.0% Q2 2026 Aug 14, 2026
Fund Evaluation Group, LLC History No change 16,987 2,666 0.07% 0.07% 307 0 0.0% Q2 2026 Aug 07, 2026
SAPIENT CAPITAL LLC History No change 16,704 2,652 0.04% 0.03% 308 0 0.0% Q3 2026 Oct 08, 2026
Squarepoint Ops LLC History No change 16,807 2,638 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 16,529 2,594 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 16,329 2,563 0.01% 0.01% 311 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 16,296 2,558 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 13, 2026
OAK FAMILY ADVISORS, LLC History No change 16,300 2,558 0.65% 0.65% 313 0 0.0% Q2 2026 Jul 20, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 16,215 2,545 0.59% 0.59% 314 0 0.0% Q2 2026 Aug 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 16,200 2,542 0.03% 0.03% 315 0 0.0% Q2 2026 Aug 10, 2026
G&S Capital LLC History No change 15,796 2,479 0.72% 0.72% 316 0 0.0% Q2 2026 Jul 10, 2026
Summit Trail Advisors, LLC History No change 15,568 2,443 0.03% 0.03% 317 0 0.0% Q2 2026 Aug 11, 2026
Roth Financial Partners LLC History Reduced 15,317 2,431 0.73% 0.72% 318 -200 -1.29% Q3 2026 Oct 06, 2026
Midwest Heritage Bank, FSB History No change 15,486 2,430 0.69% 0.69% 319 0 0.0% Q2 2026 Jul 28, 2026
Strategic Blueprint, LLC History No change 14,792 2,321 0.12% 0.12% 320 0 0.0% Q2 2026 Jul 23, 2026
CHILTON INVESTMENT CO INC. History No change 14,674 2,303 0.06% 0.06% 321 0 0.0% Q2 2026 Aug 14, 2026
Pictet North America Advisors SA History No change 14,305 2,245 0.2% 0.2% 322 0 0.0% Q2 2026 Jul 24, 2026
Janney Montgomery Scott LLC History No change 14,296 2,244 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 05, 2026
FIRST CITIZENS BANK & TRUST CO History No change 14,087 2,211 0.03% 0.03% 324 0 0.0% Q2 2026 Jul 13, 2026
Greystone Financial Group, LLC History No change 13,996 2,197 0.61% 0.61% 325 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 13,876 2,178 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 13,717 2,153 0.03% 0.03% 327 0 0.0% Q2 2026 Jul 14, 2026
Valeo Financial Advisors, LLC History Added to 13,515 2,145 0.05% 0.04% 328 +666 5.18% Q3 2026 Oct 08, 2026
Pure Financial Advisors, LLC History No change 13,654 2,143 0.03% 0.03% 329 0 0.0% Q2 2026 Aug 14, 2026
Angeles Investment Advisors, LLC History No change 13,536 2,124 0.13% 0.13% 330 0 0.0% Q2 2026 Jul 22, 2026
Choate Investment Advisors History No change 13,512 2,120 0.04% 0.04% 331 0 0.0% Q2 2026 Aug 11, 2026
GQG Partners LLC History No change 13,470 2,114 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 13,075 2,052 0.02% 0.02% 333 0 0.0% Q2 2026 Aug 04, 2026
Laird Norton Wetherby Trust Company, LLC History No change 13,057 2,049 0.04% 0.04% 334 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 13,052 2,048 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 12, 2026
RiverTree Advisors, LLC History No change 13,045 2,047 1.21% 1.21% 336 0 0.0% Q2 2026 Jul 22, 2026
Empirical Finance, LLC History No change 13,031 2,045 0.09% 0.09% 337 0 0.0% Q2 2026 Aug 14, 2026
Lynx Investment Advisory History No change 12,983 2,037 0.67% 0.67% 338 0 0.0% Q2 2026 Jul 27, 2026
OLD NATIONAL BANCORP /IN/ History No change 12,794 2,008 0.04% 0.04% 339 0 0.0% Q2 2026 Jul 15, 2026
CIBC Bancorp USA Inc. History No change 12,767 2,004 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 13, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 12,609 1,979 1.59% 1.59% 341 0 0.0% Q2 2026 Aug 06, 2026
AMG National Trust Bank History No change 12,543 1,968 0.04% 0.04% 342 0 0.0% Q2 2026 Aug 06, 2026
Astoria Strategic Wealth, Inc. History No change 12,422 1,949 0.45% 0.45% 343 0 0.0% Q2 2026 Jul 16, 2026
Sharkey, Howes & Javer History No change 12,407 1,947 0.23% 0.23% 344 0 0.0% Q2 2026 Jul 09, 2026
Capital Research Global Investors History No change 12,477 1,944 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 12, 2026
Tidal Investments LLC History No change 12,390 1,944 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History No change 12,384 1,943 0.16% 0.16% 347 0 0.0% Q2 2026 Aug 04, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 12,332 1,935 0.45% 0.45% 348 0 0.0% Q2 2026 Jul 16, 2026
MASECO LLP History No change 12,330 1,934 0.05% 0.05% 349 0 0.0% Q2 2026 Aug 05, 2026
Austin Wealth Management, LLC History No change 12,457 1,930 0.41% 0.41% 350 0 0.0% Q2 2026 Jul 22, 2026
Caprock Group, LLC History No change 12,285 1,928 0.04% 0.04% 351 0 0.0% Q2 2026 Jul 27, 2026
Arlington Trust Co LLC History No change 12,250 1,922 0.16% 0.16% 352 0 0.0% Q2 2026 Jul 07, 2026
J. Derek Lewis & Associates Inc. History No change 11,938 1,873 0.35% 0.35% 353 0 0.0% Q2 2026 Jul 31, 2026
KCM INVESTMENT ADVISORS LLC History No change 11,895 1,867 0.06% 0.06% 354 0 0.0% Q2 2026 Aug 13, 2026
TFO Wealth Partners, LLC History No change 11,793 1,851 0.2% 0.2% 355 0 0.0% Q2 2026 Aug 10, 2026
World Investment Advisors History No change 13,369 1,849 0.03% 0.03% 356 0 0.0% Q2 2026 Aug 13, 2026
Great Waters Wealth Management History Reduced 11,563 1,835 0.17% 0.17% 357 -60 -0.52% Q3 2026 Oct 07, 2026
Sierra Capital LLC History No change 11,583 1,818 0.18% 0.18% 358 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 11,563 1,815 0.02% 0.02% 359 0 0.0% Q2 2026 Aug 07, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 11,545 1,812 0.09% 0.09% 360 0 0.0% Q2 2026 Jul 13, 2026
Clear Creek Financial Management, LLC History No change 11,255 1,766 0.11% 0.11% 361 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 11,059 1,735 0.02% 0.02% 362 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 10,944 1,717 0.11% 0.11% 363 0 0.0% Q2 2026 Jul 23, 2026
Prime Capital Investment Advisors, LLC History No change 10,863 1,705 0.02% 0.02% 364 0 0.0% Q2 2026 Aug 05, 2026
Elmwood Wealth Management, Inc. History No change 10,751 1,687 0.42% 0.42% 365 0 0.0% Q2 2026 Jul 07, 2026
Bucket List Wealth Management, LLC History No change 10,726 1,683 0.83% 0.83% 366 0 0.0% Q2 2026 Jul 16, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 10,717 1,682 0.44% 0.44% 367 0 0.0% Q2 2026 Jul 13, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 10,556 1,656 0.06% 0.06% 368 0 0.0% Q2 2026 Aug 05, 2026
Saranac Partners Ltd History No change 10,500 1,648 0.48% 0.48% 369 0 0.0% Q2 2026 Aug 13, 2026
Aureus Asset Management, LLC History No change 10,463 1,642 0.1% 0.1% 370 0 0.0% Q2 2026 Aug 14, 2026
Mirabaud & Cie SA History No change 10,470 1,642 0.66% 0.66% 371 0 0.0% Q2 2026 Jul 08, 2026
OneDigital Investment Advisors LLC History No change 10,379 1,629 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Wealth, LLC History No change 10,094 1,584 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 10, 2026
Peregrine Asset Advisers, Inc. History No change 10,070 1,580 0.34% 0.34% 374 0 0.0% Q2 2026 Aug 10, 2026
Mesirow Financial Investment Management, Inc. History No change 10,043 1,576 0.02% 0.02% 375 0 0.0% Q2 2026 Jul 22, 2026
JMG Financial Group, Ltd. History No change 10,000 1,569 0.04% 0.04% 376 0 0.0% Q2 2026 Jul 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 10,000 1,569 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 13, 2026
McHugh Group, LLC History No change 10,000 1,569 0.8% 0.8% 378 0 0.0% Q2 2026 Jul 16, 2026
Global Retirement Partners, LLC History No change 9,900 1,554 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 06, 2026
WestEnd Advisors, LLC History No change 9,745 1,529 0.03% 0.03% 380 0 0.0% Q2 2026 Jul 22, 2026
FIRST NATIONAL BANK OF OMAHA History No change 9,800 1,527 0.04% 0.04% 381 0 0.0% Q2 2026 Aug 07, 2026
Montecito Bank & Trust History No change 9,567 1,518 0.23% 0.22% 382 0 0.0% Q3 2026 Oct 01, 2026
Focus Partners Advisor Solutions, LLC History No change 9,608 1,508 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 06, 2026
SCOTIA CAPITAL INC. History No change 9,541 1,497 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 11, 2026
Wellspring Financial Advisors, LLC History No change 9,501 1,491 0.1% 0.1% 385 0 0.0% Q2 2026 Jul 20, 2026
Russell Investments Group, Ltd. History No change 9,463 1,485 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 06, 2026
Headlands Technologies LLC History No change 9,445 1,482 0.16% 0.16% 387 0 0.0% Q2 2026 Aug 12, 2026
GenTrust, LLC History No change 9,101 1,428 0.05% 0.05% 388 0 0.0% Q2 2026 Aug 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 8,935 1,418 0.02% 0.02% 389 0 0.0% Q3 2026 Oct 05, 2026
Uniting Wealth Partners, LLC History No change 8,947 1,404 0.29% 0.29% 390 0 0.0% Q2 2026 Aug 06, 2026
SIMON QUICK ADVISORS, LLC History No change 8,892 1,395 0.06% 0.06% 391 0 0.0% Q2 2026 Jul 28, 2026
NavPoint Financial, Inc. History No change 8,850 1,389 0.51% 0.51% 392 0 0.0% Q2 2026 Jul 23, 2026
Northside Capital Management, LLC History No change 8,775 1,377 0.11% 0.11% 393 0 0.0% Q2 2026 Jul 10, 2026
Saxony Capital Management, LLC History No change 8,754 1,374 0.63% 0.63% 394 0 0.0% Q2 2026 Jul 15, 2026
Merit Financial Group, LLC History No change 8,753 1,373 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 20, 2026
Kestra Advisory Services, LLC History No change 8,740 1,371 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 28, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 8,728 1,370 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 10, 2026
Advisors Capital Management, LLC History No change 8,679 1,362 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 8,623 1,353 0.03% 0.03% 399 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,671 1,337 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 8,421 1,322 0.48% 0.48% 401 0 0.0% Q2 2026 Jul 08, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 8,338 1,308 0.02% 0.02% 402 0 0.0% Q2 2026 Jul 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 8,300 1,302 0.04% 0.04% 403 0 0.0% Q2 2026 Jul 31, 2026
Apella Capital, LLC History Added to 8,094 1,300 0.02% 0.0% 404 +6,615 447.26% Q3 2026 Oct 08, 2026
GC Wealth Management RIA, LLC History No change 8,248 1,294 0.07% 0.07% 405 0 0.0% Q2 2026 Jul 16, 2026
Wealthspire Advisors, LLC History No change 8,231 1,291 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 8,222 1,290 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 07, 2026
Sonoma Private Wealth LLC History No change 8,080 1,268 1.36% 1.36% 408 0 0.0% Q2 2026 Aug 14, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 8,000 1,255 0.66% 0.66% 409 0 0.0% Q2 2026 Aug 14, 2026
K.J. Harrison & Partners Inc History No change 7,950 1,247 0.18% 0.18% 410 0 0.0% Q2 2026 Aug 07, 2026
Apollon Wealth Management, LLC History No change 7,823 1,227 0.01% 0.01% 411 0 0.0% Q2 2026 Jul 22, 2026
Sage Mountain Advisors LLC History No change 7,820 1,227 0.08% 0.08% 412 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History No change 7,754 1,217 0.03% 0.03% 413 0 0.0% Q2 2026 Jul 07, 2026
NTV ASSET MANAGEMENT LLC History No change 7,751 1,216 0.12% 0.12% 414 0 0.0% Q2 2026 Aug 05, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 7,691 1,207 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 13, 2026
Pathway Financial Advisors LLC History Reduced 7,556 1,199 0.13% 4.39% 416 -233,549 -96.87% Q3 2026 Oct 07, 2026
Stonebrook Private Inc. History No change 7,626 1,196 0.22% 0.22% 417 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History No change 7,602 1,193 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 05, 2026
Highland Investment Advisors LLC History No change 7,541 1,183 0.52% 0.52% 419 0 0.0% Q2 2026 Aug 13, 2026
Modern Wealth Management, LLC History No change 7,520 1,180 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 7,431 1,166 0.01% 0.01% 421 0 0.0% Q2 2026 Aug 10, 2026
Patten Group, Inc. History No change 7,391 1,160 0.18% 0.18% 422 0 0.0% Q2 2026 Aug 06, 2026
Activest Wealth Management History No change 7,355 1,154 0.22% 0.22% 423 0 0.0% Q2 2026 Jul 16, 2026
Fifth Third Wealth Advisors LLC History No change 7,300 1,145 0.03% 0.03% 424 0 0.0% Q2 2026 Jul 17, 2026
Winthrop Advisory Group LLC History No change 7,254 1,138 0.08% 0.08% 425 0 0.0% Q2 2026 Jul 17, 2026
XP Advisory US, Inc. History No change 7,155 1,123 0.62% 0.62% 426 0 0.0% Q2 2026 Jul 30, 2026
YHB Investment Advisors, Inc. History Reduced 6,995 1,110 0.07% 0.07% 427 -125 -1.76% Q3 2026 Oct 08, 2026
RFG Advisory, LLC History No change 7,076 1,110 0.02% 0.02% 428 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO History No change 6,982 1,102 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 27, 2026
Columbus Macro, LLC History No change 7,026 1,102 0.11% 0.11% 430 0 0.0% Q2 2026 Jul 22, 2026
Logan Stone Capital, LLC History No change 6,939 1,089 0.23% 0.23% 431 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 6,920 1,086 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 14, 2026
Cassia Capital Partners, LLC History No change 6,902 1,083 0.53% 0.53% 433 0 0.0% Q2 2026 Jul 30, 2026
ST GERMAIN D J CO INC History No change 6,895 1,082 0.04% 0.04% 434 0 0.0% Q2 2026 Jul 21, 2026
Longview Financial Advisors LLC History No change 6,847 1,074 0.53% 0.53% 435 0 0.0% Q2 2026 Jul 14, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 6,793 1,066 0.11% 0.11% 436 0 0.0% Q2 2026 Jul 13, 2026
EIGHT 31 FINANCIAL, LLC History No change 6,790 1,065 0.63% 0.63% 437 0 0.0% Q2 2026 Aug 13, 2026
Trek Financial, LLC History No change 6,758 1,060 0.05% 0.05% 438 0 0.0% Q2 2026 Aug 13, 2026
Financial Engines Advisors L.L.C. History No change 6,690 1,050 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 14, 2026
BigSur Wealth Management LLC History No change 6,600 1,036 0.25% 0.25% 440 0 0.0% Q2 2026 Jul 14, 2026
Wealth Architects, LLC History No change 6,567 1,030 0.08% 0.08% 441 0 0.0% Q2 2026 Jul 23, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 6,515 1,022 0.06% 0.06% 442 0 0.0% Q2 2026 Aug 07, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 6,505 1,021 0.15% 0.15% 443 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIENT ADVISORS LLC History No change 6,486 1,018 0.15% 0.15% 444 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 6,490 1,018 0.2% 0.2% 445 0 0.0% Q2 2026 Jul 10, 2026
BAILARD, INC. History No change 6,414 1,006 0.02% 0.02% 446 0 0.0% Q2 2026 Jul 30, 2026
SFMG, LLC History No change 6,362 998 0.06% 0.06% 447 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 6,281 985 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 6,185 982 0.01% 0.01% 449 +44 0.72% Q3 2026 Oct 08, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 6,233 978 0.07% 0.07% 450 0 0.0% Q2 2026 Aug 04, 2026
Gutierrez Wealth Advisory, LLC History No change 6,234 978 0.57% 0.57% 451 0 0.0% Q2 2026 Aug 03, 2026
Apeiron RIA LLC History Reduced 6,104 969 0.22% 0.25% 452 -226 -3.57% Q3 2026 Oct 08, 2026
Manhattan West Asset Management, LLC History No change 6,166 967 0.16% 0.16% 453 0 0.0% Q2 2026 Aug 11, 2026
Ballew Advisors, Inc History No change 6,016 963 0.48% 0.49% 454 0 0.0% Q3 2026 Oct 05, 2026
FIRST TRUST ADVISORS LP History No change 6,122 960 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 11, 2026
Ifrah Financial Services, Inc. History No change 6,095 956 0.23% 0.23% 456 0 0.0% Q2 2026 Jul 21, 2026
Signet Private Wealth LLC History No change 6,050 949 0.76% 0.76% 457 0 0.0% Q2 2026 Aug 06, 2026
Robertson Stephens Wealth Management, LLC History No change 6,046 948 0.02% 0.02% 458 0 0.0% Q2 2026 Jul 29, 2026
Vertrix Wealth Management, LLC History No change 5,991 940 0.32% 0.32% 459 0 0.0% Q2 2026 Jul 09, 2026
READYSTATE ASSET MANAGEMENT LP History No change 5,957 935 0.03% 0.03% 460 0 0.0% Q2 2026 Aug 14, 2026
Bellwether Advisors, LLC History No change 5,951 934 0.14% 0.14% 461 0 0.0% Q2 2026 Aug 13, 2026
WEXFORD CAPITAL LP History No change 5,931 930 0.12% 0.12% 462 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 5,930 930 0.02% 0.02% 463 0 0.0% Q2 2026 Aug 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,920 929 0.04% 0.04% 464 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 5,871 921 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 5,861 919 0.01% 0.01% 466 0 0.0% Q2 2026 Sep 08, 2026
Scarborough Advisors, LLC History No change 5,805 908 0.1% 0.1% 467 0 0.0% Q2 2026 Jul 21, 2026
Forum Finance Group S.A. History No change 7,069 897 0.32% 0.32% 468 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 5,696 894 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 12, 2026
Dana Investment Advisors, Inc. History No change 5,651 887 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 13, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 5,501 863 0.52% 0.52% 471 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 5,586 862 0.02% 0.02% 472 0 0.0% Q2 2026 Jul 29, 2026
Evolution Wealth Advisors, LLC History No change 5,464 857 0.1% 0.1% 473 0 0.0% Q2 2026 Jul 29, 2026
J.W. COLE ADVISORS, INC. History No change 5,448 855 0.01% 0.01% 474 0 0.0% Q2 2026 Jul 21, 2026
St. Louis Trust Co History No change 24,068 853 0.1% 0.1% 475 0 0.0% Q2 2026 Jul 30, 2026
Port Capital LLC History No change 5,383 844 0.03% 0.03% 476 0 0.0% Q2 2026 Aug 14, 2026
Aaron Wealth Advisors LLC History No change 5,366 842 0.04% 0.04% 477 0 0.0% Q2 2026 Jul 16, 2026
Cedarwood Wealth LLC History No change 5,361 841 0.64% 0.64% 478 0 0.0% Q2 2026 Jul 23, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 5,353 840 0.02% 0.02% 479 0 0.0% Q2 2026 Aug 05, 2026
Vann Equity Management LLC History Reduced 5,233 830 0.49% 0.82% 480 -3,418 -39.51% Q3 2026 Oct 07, 2026
Annandale Capital, LLC History No change 5,200 816 0.11% 0.11% 481 0 0.0% Q2 2026 Aug 13, 2026
BOSTON FAMILY OFFICE LLC History No change 5,175 812 0.05% 0.05% 482 0 0.0% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History No change 5,138 806 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 04, 2026
Pine Valley Investments Ltd Liability Co History No change 5,117 803 0.03% 0.03% 484 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 5,111 802 0.02% 0.02% 485 0 0.0% Q2 2026 Jul 28, 2026
Summit Wealth Partners, LLC History No change 5,113 802 0.11% 0.11% 486 0 0.0% Q2 2026 Aug 03, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 5,100 800 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 13, 2026
Kings Path Partners LLC History No change 5,085 798 0.21% 0.21% 488 0 0.0% Q2 2026 Jul 14, 2026
Shum Financial Group, Inc. History No change 5,073 796 0.48% 0.48% 489 0 0.0% Q2 2026 Jul 22, 2026
MATHER GROUP, LLC. History No change 5,063 794 0.01% 0.01% 490 0 0.0% Q2 2026 Jul 27, 2026
Koshinski Asset Management, Inc. History No change 5,054 793 0.04% 0.04% 491 0 0.0% Q2 2026 Jul 27, 2026
Altman Advisors, Inc. History No change 5,056 793 0.28% 0.28% 492 0 0.0% Q2 2026 Aug 10, 2026
Daybright Advisory Services, Inc. History No change 5,061 791 0.19% 0.19% 493 0 0.0% Q2 2026 Aug 04, 2026
GDS Wealth Management History No change 4,962 778 0.04% 0.04% 494 0 0.0% Q2 2026 Aug 13, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History No change 4,910 770 0.11% 0.11% 495 0 0.0% Q2 2026 Jul 29, 2026
Ancora Advisors LLC History No change 4,845 760 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 14, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 4,825 757 0.09% 0.09% 497 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 4,793 752 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 13, 2026
Balboa Wealth Partners History No change 4,796 752 0.1% 0.1% 499 0 0.0% Q2 2026 Aug 10, 2026
Courage Miller Partners, LLC History No change 4,750 745 0.2% 0.2% 500 0 0.0% Q2 2026 Jul 23, 2026
IMC-Chicago, LLC History No change 4,743 744 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 06, 2026
Provenance Wealth Advisors, LLC History No change 4,740 744 0.07% 0.07% 502 0 0.0% Q2 2026 Jul 24, 2026
Sowell Financial Services LLC History No change 4,612 723 0.02% 0.02% 503 0 0.0% Q2 2026 Jul 17, 2026
NBH Bank History No change 4,594 721 0.3% 0.3% 504 0 0.0% Q2 2026 Aug 14, 2026
New Capital Management LP History No change 4,575 718 0.16% 0.16% 505 0 0.0% Q2 2026 Jul 14, 2026
Analyst IMS Investment Management Services Ltd. History No change 4,546 714 0.02% 0.02% 506 0 0.0% Q2 2026 Jul 29, 2026
RTD Financial Advisors, Inc. History No change 4,500 714 0.08% 0.08% 507 0 0.0% Q3 2026 Oct 09, 2026
Capital Investment Advisors, LLC History No change 4,543 713 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 4,513 708 0.03% 0.03% 509 0 0.0% Q2 2026 Jul 23, 2026
CERTUITY, LLC History No change 4,514 708 0.03% 0.03% 510 0 0.0% Q2 2026 Jul 28, 2026
Metis Global Partners, LLC History No change 4,495 705 0.02% 0.02% 511 0 0.0% Q2 2026 Aug 10, 2026
Syntegra Private Wealth Group, LLC History No change 4,384 688 0.05% 0.05% 512 0 0.0% Q2 2026 Jul 15, 2026
Accurate Wealth Management, LLC History No change 4,358 687 0.07% 0.07% 513 0 0.0% Q2 2026 Jul 14, 2026
Edgestream Partners, L.P. History No change 4,375 686 0.02% 0.02% 514 0 0.0% Q2 2026 Aug 11, 2026
71 West Capital Partners History No change 4,337 680 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 04, 2026
Modus Advisors, LLC History No change 4,314 677 0.17% 0.17% 516 0 0.0% Q2 2026 Aug 03, 2026
Johnson Financial Group, LLC History No change 4,304 675 0.04% 0.04% 517 0 0.0% Q2 2026 Aug 06, 2026
Quotient Wealth Partners, LLC History No change 4,290 673 0.02% 0.02% 518 0 0.0% Q2 2026 Aug 03, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 4,264 669 0.17% 0.17% 519 0 0.0% Q2 2026 Jul 13, 2026
Savvy Advisors, Inc. History No change 4,246 666 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 03, 2026
REGATTA CAPITAL GROUP, LLC History No change 4,240 665 0.09% 0.09% 521 0 0.0% Q2 2026 Aug 12, 2026
Brightwater Advisory LLC History No change 4,208 660 0.42% 0.42% 522 0 0.0% Q2 2026 Aug 07, 2026
STOCK YARDS BANK & TRUST CO History No change 4,200 659 0.02% 0.02% 523 0 0.0% Q2 2026 Aug 19, 2026
HBK Sorce Advisory LLC History No change 4,101 658 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 06, 2026
Magnus Financial Group LLC History No change 4,191 657 0.05% 0.05% 525 0 0.0% Q2 2026 Jul 09, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 4,155 652 0.01% 0.01% 526 0 0.0% Q2 2026 Aug 13, 2026
Fairway Wealth LLC History No change 4,154 652 0.15% 0.15% 527 0 0.0% Q2 2026 Jul 24, 2026
Curi Capital, LLC History No change 4,094 642 0.01% 0.01% 528 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 4,090 642 0.04% 0.04% 529 0 0.0% Q2 2026 Jul 23, 2026
Archford Capital Strategies, LLC History No change 4,084 641 0.06% 0.06% 530 0 0.0% Q2 2026 Jul 17, 2026
Orin Green Financial, LLC History No change 4,069 638 0.24% 0.24% 531 0 0.0% Q2 2026 Jul 13, 2026
HRT FINANCIAL LP History No change 4,011 629 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 14, 2026
Rather & Kittrell, Inc. History No change 3,990 626 0.09% 0.09% 533 0 0.0% Q2 2026 Aug 12, 2026
Americana Partners, LLC History No change 3,983 625 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 05, 2026
Investment Partners Asset Management, Inc. History Reduced 3,866 613 0.33% 0.36% 535 -248 -6.03% Q3 2026 Oct 08, 2026
SAX WEALTH ADVISORS, LLC History No change 4,392 607 0.02% 0.02% 536 0 0.0% Q2 2026 Jul 09, 2026
CAPE ANN SAVINGS BANK History No change 3,863 606 0.29% 0.29% 537 0 0.0% Q2 2026 Aug 04, 2026
Mutual Advisors, LLC History No change 3,861 606 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 14, 2026
LVW Advisors, LLC History No change 3,853 604 0.05% 0.05% 539 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER & CO INC History No change 3,799 596 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 3,797 596 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 07, 2026
ONE Advisory Partners, LLC History No change 3,763 590 0.16% 0.16% 542 0 0.0% Q2 2026 Jul 21, 2026
STEPHENS INC /AR/ History No change 3,744 587 0.01% 0.01% 543 0 0.0% Q2 2026 Jul 29, 2026
OpenArc Corporate Advisory, LLC History No change 3,683 578 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 05, 2026
Financial Solutions Advisory Group, Inc. History No change 3,669 576 0.07% 0.07% 545 0 0.0% Q2 2026 Jul 13, 2026
Redwood Investment Management, LLC History No change 3,641 572 0.06% 0.06% 546 0 0.0% Q2 2026 Aug 14, 2026
ALTFEST L J & CO INC History No change 3,624 568 0.06% 0.06% 547 0 0.0% Q2 2026 Jul 30, 2026
NorthStar Asset Management LLC /NJ/ History No change 567,655 567 0.23% 0.23% 548 0 0.0% Q2 2026 Aug 05, 2026
Aptus Capital Advisors, LLC History No change 3,606 566 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 12, 2026
Asempa Wealth Advisors History Reduced 3,548 563 0.43% 0.53% 550 -1,021 -22.35% Q3 2026 Oct 07, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 3,563 559 0.2% 0.2% 551 0 0.0% Q2 2026 Aug 03, 2026
Genesis Wealth Advisors, LLC History No change 3,555 558 0.33% 0.33% 552 0 0.0% Q2 2026 Aug 07, 2026
Wilmington Savings Fund Society, FSB History No change 3,550 557 0.01% 0.01% 553 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,489 547 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 17, 2026
HANCOCK WHITNEY CORP History No change 3,481 546 0.01% 0.01% 555 0 0.0% Q2 2026 Aug 14, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 3,467 544 0.13% 0.13% 556 0 0.0% Q2 2026 Jul 09, 2026
Financial Insights, Inc. History No change 3,423 537 0.14% 0.14% 557 0 0.0% Q2 2026 Aug 25, 2026
AA Financial Advisors, LLC History No change 3,418 536 0.06% 0.06% 558 0 0.0% Q2 2026 Jul 17, 2026
Balentine LLC History No change 3,380 530 0.02% 0.02% 559 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 3,376 529 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 13, 2026
Regatta Research & Money Management History No change 3,329 522 0.49% 0.49% 561 0 0.0% Q2 2026 Aug 11, 2026
FSM Wealth Advisors, LLC History No change 3,313 520 0.06% 0.06% 562 0 0.0% Q2 2026 Jul 15, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 3,271 513 0.02% 0.02% 563 0 0.0% Q2 2026 Jul 21, 2026
BlackDiamond Wealth Management, LLC History No change 3,181 512 0.21% 0.21% 564 0 0.0% Q2 2026 Aug 11, 2026
Hoxton Planning & Management, LLC History No change 3,250 510 0.13% 0.13% 565 0 0.0% Q2 2026 Jul 16, 2026
High Probability Advisors, LLC History No change 3,253 510 0.05% 0.05% 566 0 0.0% Q2 2026 Jul 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 3,241 508 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 10, 2026
TKG Advisors, LLC History No change 3,206 503 0.17% 0.17% 568 0 0.0% Q2 2026 Jul 27, 2026
American Trust History No change 3,210 503 0.04% 0.04% 569 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,254 497 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 06, 2026
Modera Wealth Management, LLC History No change 3,161 496 0.01% 0.01% 571 0 0.0% Q2 2026 Aug 03, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 3,140 492 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 10, 2026
Atlas Legacy Advisors, LLC History No change 3,127 490 0.07% 0.07% 573 0 0.0% Q2 2026 Jul 31, 2026
BEARING POINT CAPITAL, LLC History No change 3,087 484 0.07% 0.07% 574 0 0.0% Q2 2026 Aug 11, 2026
FIRST HAWAIIAN BANK History No change 3,083 483 0.06% 0.06% 575 0 0.0% Q2 2026 Jul 13, 2026
Rossmore Private Capital History No change 3,065 481 0.04% 0.04% 576 0 0.0% Q2 2026 Jul 31, 2026
CREDIT AGRICOLE S A History No change 3,042 477 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 14, 2026
Cordgrass Capital Advisors, LLC History No change 3,000 470 0.18% 0.18% 578 0 0.0% Q2 2026 Aug 06, 2026
Banco BTG Pactual S.A. History No change 2,978 467 0.04% 0.04% 579 0 0.0% Q2 2026 Aug 07, 2026
New Republic Capital, LLC History No change 2,951 463 0.11% 0.11% 580 0 0.0% Q2 2026 Jul 31, 2026
First Citizens Asset Management, Inc. History No change 2,949 462 0.15% 0.15% 581 0 0.0% Q2 2026 Jul 17, 2026
Ruggaard & Associates LLC History No change 2,903 455 0.16% 0.16% 582 0 0.0% Q2 2026 Aug 17, 2026
LRI Investments, LLC History No change 2,893 454 0.04% 0.04% 583 0 0.0% Q2 2026 Jul 14, 2026
Allen Capital Group, LLC History No change 2,882 452 0.04% 0.04% 584 0 0.0% Q2 2026 Jul 27, 2026
CIDEL ASSET MANAGEMENT INC History No change 2,861 449 0.02% 0.02% 585 0 0.0% Q2 2026 Jul 17, 2026
Curated Wealth Partners LLC History No change 2,862 449 0.05% 0.05% 586 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 2,846 446 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 2,810 441 0.01% 0.01% 588 0 0.0% Q2 2026 Jul 28, 2026
Midwestern Financial, LLC /IA History No change 2,792 438 0.31% 0.31% 589 0 0.0% Q2 2026 Aug 13, 2026
Sequent Asset Management, LLC History No change 2,774 435 0.18% 0.18% 590 0 0.0% Q2 2026 Jul 21, 2026
LWM ADVISORS INC History No change 2,723 432 0.33% 0.32% 591 0 0.0% Q3 2026 Oct 08, 2026
Hamilton Wealth, LLC History No change 2,747 431 0.08% 0.08% 592 0 0.0% Q2 2026 Aug 06, 2026
Total Clarity Wealth Management, Inc. History No change 2,750 431 0.08% 0.08% 593 0 0.0% Q2 2026 Jul 23, 2026
OLD MISSION CAPITAL LLC History No change 56,100 430 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Advisors Inc. History No change 2,723 430 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 05, 2026
Portland Global Advisors LLC History No change 2,726 427 0.04% 0.04% 596 0 0.0% Q2 2026 Aug 13, 2026
Garde Capital, Inc. History No change 2,717 426 0.02% 0.02% 597 0 0.0% Q2 2026 Jul 31, 2026
Brand Asset Management Group, Inc. History No change 2,704 424 0.09% 0.09% 598 0 0.0% Q2 2026 Aug 12, 2026
Great Point Wealth Advisors, LLC History No change 2,704 424 0.07% 0.07% 599 0 0.0% Q2 2026 Jul 23, 2026
Trivium Point Advisory, LLC History No change 2,703 424 0.04% 0.04% 600 0 0.0% Q2 2026 Aug 06, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 2,697 423 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 20, 2026
Stonebridge Capital Advisors LLC History No change 2,694 422 0.03% 0.03% 602 0 0.0% Q2 2026 Aug 12, 2026
FULTON BANK, N.A. History No change 2,686 421 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 09, 2026
SmartHarvest Portfolios, LLC History No change 2,670 419 0.14% 0.14% 604 0 0.0% Q2 2026 Aug 04, 2026
Rakuten Securities, Inc. History No change 2,630 412 0.1% 0.1% 605 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 2,524 396 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 11, 2026
Stonebridge Financial Group, LLC History Added to 2,481 393 0.03% 0.03% 607 +45 1.85% Q3 2026 Oct 01, 2026
Seven Post Investment Office LP History No change 2,494 391 0.11% 0.11% 608 0 0.0% Q2 2026 Jul 28, 2026
SAXON INTERESTS, INC. History No change 2,485 390 0.11% 0.11% 609 0 0.0% Q2 2026 Aug 12, 2026
Bulltick Wealth Management, LLC History No change 2,482 389 0.08% 0.08% 610 0 0.0% Q2 2026 Jul 30, 2026
Gladstone Institutional Advisory LLC History No change 2,464 386 0.01% 0.01% 611 0 0.0% Q2 2026 Jul 27, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 2,450 384 0.3% 0.3% 612 0 0.0% Q2 2026 Jul 24, 2026
Capasso Planning Partners LLC History No change 2,452 384 0.19% 0.19% 613 0 0.0% Q2 2026 Aug 18, 2026
Provident Wealth Management, LLC History No change 2,417 379 0.1% 0.1% 614 0 0.0% Q2 2026 Aug 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 2,409 378 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 2,396 376 0.03% 0.03% 616 0 0.0% Q2 2026 Jul 28, 2026
Essex Bank History No change 2,378 373 0.08% 0.08% 617 0 0.0% Q2 2026 Jul 23, 2026
LEE DANNER & BASS INC History No change 2,372 372 0.02% 0.02% 618 0 0.0% Q2 2026 Jul 21, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 13,311 371 0.02% 0.02% 619 0 0.0% Q2 2026 Jul 28, 2026
Highlander Partners, L.P. History No change 2,360 370 0.12% 0.12% 620 0 0.0% Q2 2026 Jul 28, 2026
Claro Advisors Inc. History No change 2,340 367 0.04% 0.04% 621 0 0.0% Q2 2026 Jul 30, 2026
TWO SIGMA INVESTMENTS, LP History No change 2,300 361 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 2,297 360 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 20, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 2,290 359 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 13, 2026
Regal Investment Advisors LLC History No change 2,293 359 0.02% 0.02% 625 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 2,281 358 0.02% 0.02% 626 0 0.0% Q2 2026 Aug 10, 2026
Fort Point Capital Partners LLC History No change 2,281 358 0.02% 0.02% 627 0 0.0% Q2 2026 Aug 14, 2026
McNamara Financial Services, Inc. History No change 2,276 357 0.06% 0.06% 628 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial Strategies, Inc. History No change 2,267 355 0.02% 0.02% 629 0 0.0% Q2 2026 Jul 24, 2026
Moran Wealth Management, LLC History No change 2,263 355 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 05, 2026
Baker Avenue Asset Management, LP History No change 2,257 354 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 28, 2026
ADVISORY RESEARCH INC History No change 2,237 351 0.04% 0.04% 632 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2,234 350 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 11, 2026
Chesley Taft & Associates LLC History No change 2,220 348 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 08, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,197 344 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 23, 2026
FAS Wealth Partners, Inc. History No change 2,196 344 0.02% 0.02% 636 0 0.0% Q2 2026 Jul 29, 2026
Magnolia Private Wealth, LLC History No change 2,182 342 0.19% 0.19% 637 0 0.0% Q2 2026 Aug 05, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 2,160 339 0.04% 0.04% 638 0 0.0% Q2 2026 Jul 27, 2026
Ashton Thomas Private Wealth, LLC History No change 2,151 337 0.01% 0.01% 639 0 0.0% Q2 2026 Jul 29, 2026
Wedmont Private Capital History No change 2,101 335 0.01% 0.01% 640 0 0.0% Q3 2026 Oct 09, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2,130 334 0.11% 0.11% 641 0 0.0% Q2 2026 Jul 17, 2026
Weil Company, Inc. History No change 2,113 331 0.06% 0.06% 642 0 0.0% Q2 2026 Aug 05, 2026
Crewe Advisors LLC History No change 2,111 331 0.02% 0.02% 643 0 0.0% Q2 2026 Jul 23, 2026
Frederick Financial Consultants, LLC History No change 2,106 330 0.14% 0.14% 644 0 0.0% Q2 2026 Aug 14, 2026
Traveka Wealth, LLC History No change 2,096 329 0.11% 0.11% 645 0 0.0% Q2 2026 Jul 21, 2026
Collaborative Capital Advisors LLC History No change 2,100 329 0.21% 0.21% 646 0 0.0% Q2 2026 Aug 14, 2026
Windsor Advisory Group, LLC History No change 2,086 327 0.24% 0.24% 647 0 0.0% Q2 2026 Aug 14, 2026
BCI SECURITIES, INC. History No change 2,082 326 2.81% 2.81% 648 0 0.0% Q2 2026 Jul 30, 2026
Inscription Capital, LLC History No change 2,082 326 0.03% 0.03% 649 0 0.0% Q2 2026 Aug 13, 2026
CURA WEALTH ADVISORS, LLC History No change 2,065 324 0.14% 0.14% 650 0 0.0% Q2 2026 Aug 06, 2026
NOTTINGHAM ADVISORS, INC. History No change 2,096 323 0.04% 0.04% 651 0 0.0% Q2 2026 Jul 27, 2026
Blue Chip Partners, LLC History No change 2,061 323 0.02% 0.02% 652 0 0.0% Q2 2026 Aug 14, 2026
Westshore Wealth, LLC History No change 2,055 322 0.1% 0.1% 653 0 0.0% Q2 2026 Aug 10, 2026
Global Assets Advisory, LLC History No change 2,034 318 0.07% 0.07% 654 0 0.0% Q2 2026 Jul 27, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 2,019 317 0.04% 0.04% 655 0 0.0% Q2 2026 Aug 10, 2026
Rehmann Capital Advisory Group History No change 2,014 316 0.01% 0.01% 656 0 0.0% Q2 2026 Aug 20, 2026
ELEVATUS WELATH MANAGEMENT History No change 2,006 314 0.08% 0.08% 657 0 0.0% Q2 2026 Aug 13, 2026
Gruss & Co., LLC History No change 2,000 313 0.77% 0.77% 658 0 0.0% Q2 2026 Aug 05, 2026
Advance Capital Management, Inc. History No change 1,997 313 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 12, 2026
Community Bank, N.A. History No change 2,000 313 0.03% 0.03% 660 0 0.0% Q2 2026 Aug 13, 2026
Smith & Howard Wealth Management, LLC History No change 2,400 312 0.06% 0.06% 661 0 0.0% Q2 2026 Aug 03, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,985 311 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 31, 2026
Kestra Investment Management, LLC History No change 1,963 308 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 05, 2026
Vienna Asset Management LLC History No change 1,959 307 0.21% 0.21% 664 0 0.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History No change 1,948 305 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 14, 2026
Evernest Financial Advisors, LLC History No change 1,948 305 0.06% 0.06% 666 0 0.0% Q2 2026 Aug 05, 2026
Beverly Hills Private Wealth, LLC History No change 1,940 304 0.06% 0.06% 667 0 0.0% Q2 2026 Aug 06, 2026
Crestwood Advisors Group, LLC History No change 1,900 298 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 03, 2026
William Mack & Associates, Inc. History No change 1,894 297 0.1% 0.1% 669 0 0.0% Q2 2026 Jul 10, 2026
Eagle Strategies LLC History No change 1,880 295 0.03% 0.03% 670 0 0.0% Q2 2026 Jul 21, 2026
Alhambra Investment Management LLC History No change 1,860 291 0.13% 0.13% 671 0 0.0% Q2 2026 Jul 16, 2026
GR FINANCIAL GROUP, LLC History No change 1,848 290 0.04% 0.04% 672 0 0.0% Q2 2026 Aug 03, 2026
Symmetry Partners, LLC History No change 1,835 288 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 23, 2026
EMORY UNIVERSITY History No change 1,817 285 0.18% 0.18% 674 0 0.0% Q2 2026 Aug 10, 2026
Fortis Capital Management LLC History No change 1,805 283 0.03% 0.03% 675 0 0.0% Q2 2026 Aug 12, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1,797 282 0.02% 0.02% 676 0 0.0% Q2 2026 Jul 30, 2026
GEN Financial Management, INC. History No change 1,788 280 0.17% 0.17% 677 0 0.0% Q2 2026 Jul 24, 2026
Warburton Capital Management, LLC History No change 1,789 280 0.11% 0.11% 678 0 0.0% Q2 2026 Jul 31, 2026
Talisman Wealth Advisors LLC History No change 3,650 277 0.21% 0.21% 679 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 1,763 276 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 04, 2026
Battery Global Advisors, LLC History No change 1,746 274 0.14% 0.14% 681 0 0.0% Q2 2026 Aug 12, 2026
Private Advisory Group LLC History No change 1,747 274 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 06, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 1,747 274 0.05% 0.05% 683 0 0.0% Q2 2026 Aug 07, 2026
Palisade Asset Management, LLC History No change 1,742 273 0.03% 0.03% 684 0 0.0% Q2 2026 Jul 20, 2026
GSG Advisors LLC History No change 1,745 273 0.06% 0.06% 685 0 0.0% Q2 2026 Aug 13, 2026
Rodgers & Associates, LTD History No change 1,739 272 0.02% 0.02% 686 0 0.0% Q2 2026 Jul 21, 2026
Concurrent Investment Advisors, LLC History No change 1,715 269 0.0% 0.0% 687 0 0.0% Q2 2026 Jul 27, 2026
WESBANCO BANK INC History No change 1,703 267 0.01% 0.01% 688 0 0.0% Q2 2026 Jul 28, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 1,665 264 0.19% 0.18% 689 0 0.0% Q3 2026 Oct 09, 2026
Bison Wealth, LLC History No change 1,671 263 0.02% 0.02% 690 0 0.0% Q2 2026 Jul 07, 2026
OFS Enterprise LLC History No change 1,678 263 0.07% 0.07% 691 0 0.0% Q2 2026 Jul 08, 2026
LANDAAS & CO /WI /ADV History No change 1,674 262 0.05% 0.05% 692 0 0.0% Q2 2026 Jul 21, 2026
Coastal Bridge Advisors, LLC History No change 1,656 259 0.02% 0.02% 693 0 0.0% Q2 2026 Aug 17, 2026
DORVAL Corp History No change 1,655 259 0.07% 0.07% 694 0 0.0% Q2 2026 Jul 24, 2026
Gibson Capital, LLC History No change 1,645 258 0.04% 0.04% 695 0 0.0% Q2 2026 Aug 13, 2026
RPg Family Wealth Advisory, LLC History No change 1,636 256 0.05% 0.05% 696 0 0.0% Q2 2026 Aug 04, 2026
CGN Advisors LLC History No change 1,617 253 0.02% 0.02% 697 0 0.0% Q2 2026 Jul 06, 2026
Thrive Capital Management, LLC History No change 1,604 251 0.05% 0.05% 698 0 0.0% Q2 2026 Aug 05, 2026
Silicon Valley Capital Partners History No change 1,563 245 0.02% 0.02% 699 0 0.0% Q2 2026 Sep 21, 2026
SC&H Financial Advisors, Inc. History No change 1,563 245 0.03% 0.03% 700 0 0.0% Q2 2026 Aug 04, 2026
Princeton Global Asset Management LLC History No change 1,556 244 0.03% 0.03% 701 0 0.0% Q2 2026 Jul 16, 2026
Goelzer Investment Management, Inc. History No change 1,546 242 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 14, 2026
John W. Brooker & Co., CPAs History No change 1,544 242 0.29% 0.29% 703 0 0.0% Q2 2026 Jul 20, 2026
KINTRA WEALTH, LLC History No change 1,490 242 0.01% 0.01% 704 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 1,535 240 0.02% 0.02% 705 0 0.0% Q2 2026 Jul 28, 2026
TCP Asset Management, LLC History No change 1,525 239 0.03% 0.03% 706 0 0.0% Q2 2026 Jul 15, 2026
ICON ADVISERS INC/CO History No change 1,500 235 0.04% 0.04% 707 0 0.0% Q2 2026 Aug 13, 2026
Mill Capital Management, LLC History No change 1,500 235 0.02% 0.02% 708 0 0.0% Q2 2026 Aug 03, 2026
HARBOR ADVISORY CORP /MA/ History No change 1,496 234 0.06% 0.06% 709 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,484 232 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 14, 2026
CATHY PARETO & ASSOCIATES, INC History No change 1,477 231 0.14% 0.14% 711 0 0.0% Q2 2026 Jul 15, 2026
Visionary Wealth Advisors History No change 1,468 230 0.01% 0.01% 712 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 1,460 229 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 12, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 1,466 229 0.02% 0.02% 714 0 0.0% Q2 2026 Aug 03, 2026
Heck Capital Advisors, LLC History No change 1,462 229 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 10, 2026
LEUTHOLD GROUP, LLC History No change 1,455 228 0.02% 0.02% 716 0 0.0% Q2 2026 Aug 04, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 1,450 227 0.02% 0.02% 717 0 0.0% Q2 2026 Jul 16, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 1,448 227 0.12% 0.12% 718 0 0.0% Q2 2026 Jul 28, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 1,450 227 0.01% 0.01% 719 0 0.0% Q2 2026 Jul 20, 2026
Facet Wealth, Inc. History No change 1,446 226 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 27, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,443 226 0.03% 0.03% 721 0 0.0% Q2 2026 Jul 14, 2026
XPONANCE LLC History No change 1,435 225 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 10, 2026
SSA SWISS ADVISORS AG History No change 1,439 225 0.08% 0.08% 723 0 0.0% Q2 2026 Aug 05, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,426 223 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 23, 2026
Cascade Financial Partners, LLC History No change 1,399 219 0.02% 0.02% 725 0 0.0% Q2 2026 Aug 04, 2026
Meadowbrook Advisors Group, LLC History No change 1,390 218 0.12% 0.12% 726 0 0.0% Q2 2026 Aug 07, 2026
Woodward Financial Advisors, Inc. History No change 1,390 218 0.07% 0.07% 727 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 1,384 217 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 1,374 215 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 09, 2026
Apollon Financial, LLC History No change 1,376 215 0.03% 0.03% 730 0 0.0% Q2 2026 Jul 22, 2026
Veridan Wealth LLC History No change 1,365 214 0.07% 0.07% 731 0 0.0% Q2 2026 Aug 10, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 1,359 213 0.04% 0.04% 732 0 0.0% Q2 2026 Aug 04, 2026
SageView Advisory Group, LLC History No change 1,354 212 0.01% 0.01% 733 0 0.0% Q2 2026 Aug 10, 2026
COZAD ASSET MANAGEMENT INC History No change 1,347 211 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 14, 2026
Aureum Wealth Management, LLC History No change 1,350 211 0.13% 0.13% 735 0 0.0% Q2 2026 Jul 22, 2026
PDS Planning, Inc History No change 1,342 210 0.01% 0.01% 736 0 0.0% Q2 2026 Aug 05, 2026
Westmount Partners, LLC History No change 1,343 210 0.05% 0.05% 737 0 0.0% Q2 2026 Jul 07, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 1,313 206 0.07% 0.07% 738 0 0.0% Q2 2026 Jul 15, 2026
Empower Advisory Group, LLC History No change 1,314 206 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 12, 2026
Abundance Wealth Counselors History No change 1,300 204 0.01% 0.01% 740 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,172 183 0.02% 0.02% 741 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 1,136 177 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 27, 2026
Solstein Capital, LLC History No change 1,100 172 0.06% 0.06% 743 0 0.0% Q2 2026 Aug 12, 2026
HARRIS ASSOCIATES L P History No change 1,092 171 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 14, 2026
BOCHK Asset Management Ltd History No change 1,070 167 0.03% 0.03% 745 0 0.0% Q2 2026 Jul 31, 2026
Allworth Financial LP History No change 1,053 165 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 11, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,044 163 0.02% 0.02% 747 0 0.0% Q2 2026 Jul 29, 2026
BIRCHBROOK, INC. History No change 982 154 0.07% 0.07% 748 0 0.0% Q2 2026 Jul 08, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 945 148 0.0% 0.0% 749 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 941 147 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 03, 2026
HighMark Wealth Management LLC History No change 890 139 0.05% 0.05% 751 0 0.0% Q2 2026 Aug 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 876 137 0.05% 0.05% 752 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 803 126 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History No change 786 124 0.02% 0.02% 754 0 0.0% Q3 2026 Oct 05, 2026
BOKF, NA History No change 767 120 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 10, 2026
IMA Advisory Services, Inc. History No change 755 118 0.01% 0.01% 756 0 0.0% Q2 2026 Aug 10, 2026
Manchester Capital Management LLC History No change 750 117 0.02% 0.02% 757 0 0.0% Q2 2026 Aug 13, 2026
ENTRUST FINANCIAL LLC History No change 751 117 0.08% 0.08% 758 0 0.0% Q2 2026 Jul 20, 2026
JPL Wealth Management, LLC History No change 731 114 0.02% 0.02% 759 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 703 110 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 15, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 684 107 0.24% 0.24% 761 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 675 105 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 11, 2026
MTM Investment Management, LLC History No change 675 105 0.03% 0.03% 763 0 0.0% Q2 2026 Aug 03, 2026
Granite FO LLC History No change 648 101 0.05% 0.05% 764 0 0.0% Q2 2026 Jul 15, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 633 99 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 04, 2026
LFA - Lugano Financial Advisors SA History No change 610 95 0.06% 0.06% 766 0 0.0% Q2 2026 Jul 28, 2026
CVA Family Office, LLC History No change 594 93 0.01% 0.01% 767 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 569 89 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 553 86 0.0% 0.0% 769 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN NATIONAL BANK & TRUST History No change 500 79 0.01% 0.01% 770 0 0.0% Q3 2026 Oct 07, 2026
CNB Bank History No change 500 78 0.03% 0.03% 771 0 0.0% Q2 2026 Aug 06, 2026
Rialto Wealth Management, LLC History No change 500 78 0.02% 0.02% 772 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 488 76 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 463 72 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 13, 2026
Centerpoint Advisors, LLC History No change 460 72 0.02% 0.02% 775 0 0.0% Q2 2026 Aug 05, 2026
10Elms LLP History No change 432 67 0.03% 0.03% 776 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 378 59 0.01% 0.01% 777 0 0.0% Q2 2026 Jul 20, 2026
Silver Grove Financial Group, Inc. History No change 372 58 0.03% 0.03% 778 0 0.0% Q2 2026 Aug 13, 2026
RED REEF ADVISORS LLC History No change 346 54 0.05% 0.05% 779 0 0.0% Q2 2026 Jul 23, 2026
BOK Financial Private Wealth, Inc. History No change 340 53 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 07, 2026
Pacifica Partners Inc. History No change 339 53 0.02% 0.02% 781 0 0.0% Q3 2026 Oct 08, 2026
Rossby Financial, LCC History No change 338 53 0.01% 0.01% 782 0 0.0% Q2 2026 Aug 04, 2026
VIMA LLC History No change 336 52 0.05% 0.05% 783 0 0.0% Q2 2026 Jul 24, 2026
HM PAYSON & CO History No change 325 51 0.0% 0.0% 784 0 0.0% Q2 2026 Jul 17, 2026
Lavaca Capital LLC History No change 311 48 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 14, 2026
Allied Private Wealth LLC History No change 300 46 0.03% 0.03% 786 0 0.0% Q2 2026 Jul 09, 2026
Cape Investment Advisory, Inc. History No change 290 45 0.01% 0.01% 787 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 284 44 0.01% 0.01% 788 0 0.0% Q2 2026 Jul 20, 2026
Financial Gravity Companies, Inc. History No change 260 40 0.01% 0.01% 789 0 0.0% Q2 2026 Aug 05, 2026
MRP Capital Investments, LLC History No change 257 40 0.03% 0.03% 790 0 0.0% Q2 2026 Aug 10, 2026
DiNuzzo Private Wealth, Inc. History No change 243 38 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 10, 2026
Ascentis Independent Advisors History No change 235 36 0.1% 0.1% 792 0 0.0% Q2 2026 Aug 04, 2026
Continuum Advisory, LLC History No change 231 36 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 06, 2026
DB Fitzpatrick & Co, Inc History No change 230 36 0.03% 0.03% 794 0 0.0% Q2 2026 Jul 16, 2026
Breakwater Investment Management History No change 232 36 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 208 33 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 214 33 0.01% 0.01% 797 0 0.0% Q2 2026 Jul 15, 2026
Westside Investment Management, Inc. History No change 205 32 0.0% 0.0% 798 0 0.0% Q2 2026 Jul 27, 2026
Godfrey Financial Associates, Inc. History No change 195 30 0.02% 0.02% 799 0 0.0% Q2 2026 Aug 11, 2026
Ascentis Wealth Management, LLC History No change 179 28 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 30, 2026
Winch Advisory Services, LLC History No change 177 27 0.01% 0.01% 801 0 0.0% Q2 2026 Aug 06, 2026
CX Institutional History No change 168 27 0.0% 0.0% 802 0 0.0% Q3 2026 Oct 02, 2026
VANGUARD ADVISERS INC History No change 169 26 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 13, 2026
PROSPERITY BANCSHARES INC History No change 169 26 0.02% 0.02% 804 0 0.0% Q2 2026 Aug 14, 2026
Cranbrook Wealth Management, LLC History No change 171 26 0.0% 0.0% 805 0 0.0% Q2 2026 Aug 06, 2026
Main Street Group, LTD History No change 170 26 0.01% 0.01% 806 0 0.0% Q2 2026 Jul 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 160 25 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 30, 2026
Greykasell Wealth Strategies, Inc. History No change 165 25 0.01% 0.01% 808 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History Added to 155 24 0.0% 0.0% 809 +4 2.65% Q3 2026 Oct 08, 2026
Frazier Financial Advisors, LLC History No change 155 24 0.01% 0.01% 810 0 0.0% Q2 2026 Aug 10, 2026
Accordant Advisory Group Inc History No change 153 24 0.02% 0.02% 811 0 0.0% Q2 2026 Jul 27, 2026
Ironwood Wealth Management, LLC. History No change 130 20 0.0% 0.0% 812 0 0.0% Q2 2026 Jul 30, 2026
IAG Wealth Partners, LLC History No change 120 18 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Asset Management, LLC History No change 116 18 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 109 17 0.0% 0.0% 815 0 0.0% Q2 2026 Jul 23, 2026
WEST PACES ADVISORS INC. History No change 111 17 0.0% 0.0% 816 0 0.0% Q2 2026 Jul 17, 2026
Holos Integrated Wealth LLC History No change 112 17 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 15, 2026
ACIMA PRIVATE WEALTH, LLC History Added to 107 16 0.0% 0.0% 818 +2 1.9% Q3 2026 Oct 05, 2026
MONETARY MANAGEMENT GROUP INC History No change 100 15 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 95 14 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 22, 2026
Luken Investment Analytics, LLC History No change 89 13 0.0% 0.0% 821 0 0.0% Q2 2026 Jul 28, 2026
Operose Advisors LLC History No change 87 13 0.0% 0.0% 822 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 76 11 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 13, 2026
Dunhill Financial, LLC History No change 72 11 0.0% 0.0% 824 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Edge Private Wealth Management, LLC History No change 75 11 0.0% 0.0% 825 0 0.0% Q2 2026 Jul 23, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 76 11 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 07, 2026
Cherry Tree Wealth Management, LLC History No change 68 10 0.0% 0.0% 827 0 0.0% Q2 2026 Sep 15, 2026
FIRST HORIZON CORP History No change 58 9 0.0% 0.0% 828 0 0.0% Q2 2026 Jul 20, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 63 9 0.0% 0.0% 829 0 0.0% Q2 2026 Jul 29, 2026
Quent Capital, LLC History No change 59 9 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 07, 2026
Banque Transatlantique SA History No change 60 9 0.0% 0.0% 831 0 0.0% Q2 2026 Jul 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 56 8 0.0% 0.0% 832 0 0.0% Q2 2026 Jul 22, 2026
Gould Capital, LLC History No change 53 8 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 07, 2026
Millstone Evans Group, LLC History No change 55 8 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 11, 2026
Buck Wealth Strategies, LLC History No change 49 7 0.0% 0.0% 835 0 0.0% Q2 2026 Jul 30, 2026
Noble Wealth Management PBC History No change 40 6 0.0% 0.0% 836 0 0.0% Q3 2026 Oct 01, 2026
Keating Financial Advisory Services, Inc. History No change 38 5 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 11, 2026
American Capital Advisory, LLC History No change 22 3 0.0% 0.0% 838 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Investment Partners, Inc. History No change 15 2 0.0% 0.0% 839 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 17 2 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 10, 2026
FINANCIAL CONSULATE, INC History No change 14 2 0.0% 0.0% 841 0 0.0% Q2 2026 Jul 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 12 1 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 20, 2026
Richardson Capital Management LLC History No change 8 1 0.0% 0.0% 843 0 0.0% Q2 2026 Jul 17, 2026
VALLEY WEALTH MANAGERS, INC. History Closed out 0 0 — 0.0% — -37 -100.0% Q3 2026 Oct 09, 2026
Aventus Investment Advisors, Inc. History Reduced 1 0 — — — -2 -66.67% Q3 2026 Oct 09, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Asset Dedication, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Partners, Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Concord Wealth Partners History No change 6 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Morton Brown Family Wealth, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 21, 2026