iSHARES TRUST - ACWX

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 6,909,754 525,901 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 6,762,295 514,678 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 5,384,860 407,203 4.86% 5.11% 3 -111,441 -2.03% Q3 2026 Oct 05, 2026
BlackRock, Inc. History No change 4,661,274 354,769 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 3,525,825 268,350 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,621,489 199,521 0.05% 0.05% 6 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 2,602,699 196,477 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 12, 2026
Koss-Olinger Consulting, LLC History No change 2,207,262 167,994 12.94% 12.94% 8 0 0.0% Q2 2026 Aug 10, 2026
AMERIPRISE FINANCIAL INC History No change 2,055,783 156,432 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,895,268 144,248 0.15% 0.15% 10 0 0.0% Q2 2026 Aug 12, 2026
GERMAN AMERICAN BANCORP, INC. History No change 1,776,727 135,226 10.16% 10.16% 11 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 1,658,498 126,228 0.15% 0.15% 12 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,598,588 121,668 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,593,393 121,273 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 07, 2026
Winthrop Advisory Group LLC History No change 1,382,668 105,234 7.09% 7.09% 15 0 0.0% Q2 2026 Jul 17, 2026
Sageworth Trust Co History No change 1,378,607 104,925 4.13% 4.13% 16 0 0.0% Q2 2026 Jul 28, 2026
Sand Hill Global Advisors, LLC History No change 1,291,719 98,312 2.96% 2.96% 17 0 0.0% Q2 2026 Aug 11, 2026
Wealthspire Advisors, LLC History No change 1,180,155 89,821 0.49% 0.49% 18 0 0.0% Q2 2026 Aug 11, 2026
GLENMEDE TRUST CO NA History No change 1,089,303 82,906 0.37% 0.37% 19 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 1,058,551 80,566 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
Calamos Wealth Management LLC History No change 1,038,642 79,051 2.39% 2.39% 21 0 0.0% Q2 2026 Jul 31, 2026
Abundance Wealth Counselors History No change 1,033,676 78,673 5.11% 5.11% 22 0 0.0% Q2 2026 Jul 23, 2026
TOMPKINS FINANCIAL CORP History Added to 1,036,823 78,404 5.52% 5.24% 23 +53,932 5.49% Q3 2026 Oct 05, 2026
REGIONS FINANCIAL CORP History No change 1,002,144 76,273 0.46% 0.46% 24 0 0.0% Q2 2026 Aug 10, 2026
TLWM History No change 942,276 71,716 11.66% 11.66% 25 0 0.0% Q2 2026 Jul 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 915,931 69,711 0.11% 0.11% 26 0 0.0% Q2 2026 Aug 13, 2026
WESBANCO BANK INC History No change 829,770 63,153 1.57% 1.57% 27 0 0.0% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History No change 734,273 55,885 0.32% 0.32% 28 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 711,356 54,141 0.17% 0.17% 29 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 685,833 52,198 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 680,618 51,801 1.06% 1.06% 31 0 0.0% Q2 2026 Aug 06, 2026
Johnson Financial Group, Inc. History No change 675,748 51,431 1.69% 1.69% 32 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 661,607 50,354 0.05% 0.05% 33 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 613,805 46,716 0.05% 0.05% 34 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 584,590 44,493 0.28% 0.28% 35 0 0.0% Q2 2026 Jul 20, 2026
Physician Wealth Advisors, Inc. History No change 578,518 44,031 5.26% 5.26% 36 0 0.0% Q2 2026 Jul 20, 2026
WHI TRUST Co LLC History No change 551,632 41,984 27.13% 27.13% 37 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 530,928 40,408 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 527,232 40,127 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 520,297 39,601 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 487,433 37,098 0.17% 0.17% 41 0 0.0% Q2 2026 Aug 13, 2026
Itau Unibanco Holding S.A. History No change 486,100 36,997 0.7% 0.7% 42 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 474,488 36,113 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 471,227 35,865 0.09% 0.09% 44 0 0.0% Q2 2026 Aug 11, 2026
Premier Path Wealth Partners, LLC History No change 462,777 35,221 4.05% 4.05% 45 0 0.0% Q2 2026 Jul 21, 2026
Integrated Advisors Network LLC History No change 461,427 35,119 1.61% 1.61% 46 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 461,045 35,090 0.07% 0.07% 47 0 0.0% Q2 2026 Aug 07, 2026
Resolute Advisors LLC History No change 459,272 34,955 8.37% 8.37% 48 0 0.0% Q2 2026 Aug 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 455,763 34,688 0.16% 0.16% 49 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 484,021 33,140 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 432,859 32,944 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 429,621 32,698 0.16% 0.16% 52 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 425,907 32,415 0.43% 0.43% 53 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 414,366 31,537 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 27, 2026
Ensign Peak Advisors, Inc History No change 401,044 30,523 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 14, 2026
Advus Financial Partners, LLC History No change 393,241 29,929 8.53% 8.53% 56 0 0.0% Q2 2026 Oct 02, 2026
Financial Council, LLC History No change 392,461 29,870 9.69% 9.69% 57 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History No change 388,452 29,565 0.1% 0.1% 58 0 0.0% Q2 2026 Jul 28, 2026
Sequoia Financial Advisors, LLC History No change 383,334 29,175 0.15% 0.15% 59 0 0.0% Q2 2026 Jul 17, 2026
BROWN ADVISORY INC History No change 375,076 28,547 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 373,313 28,412 0.12% 0.12% 61 0 0.0% Q2 2026 Aug 10, 2026
Pathstone Holdings, LLC History No change 335,085 25,503 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 327,576 24,931 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 05, 2026
Heritage Wealth Advisors History No change 308,971 23,515 0.81% 0.81% 64 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 301,412 22,940 0.14% 0.14% 65 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Wealth Group, LLC History No change 298,550 22,722 1.35% 1.35% 66 0 0.0% Q2 2026 Jul 27, 2026
JENNISON ASSOCIATES LLC History No change 296,085 22,535 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 03, 2026
Madrona Financial Services, LLC History No change 294,338 22,402 4.13% 4.13% 68 0 0.0% Q2 2026 Jul 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 293,334 22,325 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 291,901 22,216 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 288,379 21,948 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 285,463 21,726 0.21% 0.21% 72 0 0.0% Q2 2026 Aug 06, 2026
Janney Montgomery Scott LLC History No change 284,351 21,642 0.04% 0.04% 73 0 0.0% Q2 2026 Aug 05, 2026
Atwater Malick LLC History No change 284,196 21,630 4.71% 4.71% 74 0 0.0% Q2 2026 Jul 27, 2026
Horst & Graben Wealth Management LLC History No change 287,888 21,591 2.84% 2.84% 75 0 0.0% Q2 2026 Jul 22, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 270,792 20,609 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 263,933 20,087 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 262,509 19,979 0.06% 0.06% 78 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 253,532 19,296 0.03% 0.03% 79 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 252,788 19,239 0.03% 0.03% 80 0 0.0% Q2 2026 Aug 14, 2026
One Wealth Advisors, LLC History No change 222,260 16,916 1.87% 1.87% 81 0 0.0% Q2 2026 Aug 06, 2026
Legacy Private Trust Co. History Reduced 223,643 16,911 0.92% 0.95% 82 -2,693 -1.19% Q3 2026 Oct 06, 2026
Bank of New York Mellon Corp History No change 222,202 16,911 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO History No change 214,683 16,408 0.16% 0.16% 84 0 0.0% Q2 2026 Jul 27, 2026
Arcadia Wealth Management, LLC History No change 214,141 16,298 5.12% 5.12% 85 0 0.0% Q2 2026 Jul 20, 2026
Spire Wealth Management History No change 212,797 16,196 0.49% 0.49% 86 0 0.0% Q2 2026 Jul 15, 2026
BAILARD, INC. History No change 208,194 15,845 0.32% 0.32% 87 0 0.0% Q2 2026 Jul 30, 2026
Granite Bay Wealth Management, LLC History No change 208,191 15,845 1.46% 1.46% 88 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 206,468 15,714 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 19, 2026
FSA WEALTH PARTNERS, INC. History No change 205,056 15,606 3.91% 3.91% 90 0 0.0% Q2 2026 Aug 03, 2026
FMR LLC History No change 200,738 15,278 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
CMH Wealth Management LLC History No change 200,223 15,238 2.32% 2.32% 92 0 0.0% Q2 2026 Jul 09, 2026
ASSETMARK, INC History No change 199,778 15,205 0.03% 0.03% 93 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Investment Research Advisors, Inc. History No change 198,583 15,114 0.03% 0.03% 94 0 0.0% Q2 2026 Jul 27, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 198,150 15,082 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 195,596 14,886 0.07% 0.07% 96 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History No change 194,071 14,770 0.02% 0.02% 97 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 192,228 14,630 0.02% 0.02% 98 0 0.0% Q2 2026 Jul 29, 2026
FFG Partners, LLC History No change 184,025 14,006 3.97% 3.97% 99 0 0.0% Q2 2026 Jul 09, 2026
KINTRA WEALTH, LLC History No change 176,942 13,785 0.72% 0.72% 100 0 0.0% Q2 2026 Aug 14, 2026
Pitcairn Wealth Advisors LLC History No change 179,937 13,695 1.5% 1.5% 101 0 0.0% Q2 2026 Aug 10, 2026
CFS Investment Advisory Services, LLC History No change 181,150 13,627 0.91% 0.91% 102 0 0.0% Q2 2026 Jul 16, 2026
St. Louis Trust Co History No change 66,221 13,031 1.49% 1.49% 103 0 0.0% Q2 2026 Jul 30, 2026
STIFEL FINANCIAL CORP History No change 166,228 12,651 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 12, 2026
CUMBERLAND ADVISORS INC History No change 165,185 12,572 4.43% 4.43% 105 0 0.0% Q2 2026 Jul 21, 2026
Creative Planning History No change 164,531 12,522 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 13, 2026
Cassia Capital Partners, LLC History No change 164,223 12,498 6.06% 6.06% 107 0 0.0% Q2 2026 Jul 30, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 163,166 12,418 0.12% 0.12% 108 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 162,410 12,361 0.03% 0.03% 109 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 161,245 12,272 0.06% 0.06% 110 0 0.0% Q2 2026 Aug 18, 2026
Trust Co History No change 159,412 12,132 1.09% 1.09% 111 0 0.0% Q2 2026 Jul 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 157,333 11,916 0.02% 0.02% 112 0 0.0% Q2 2026 Jul 15, 2026
Mirae Asset Global Investments Co., Ltd. History No change 145,651 11,085 0.02% 0.02% 113 0 0.0% Q2 2026 Jul 22, 2026
Mayflower Financial Advisors, LLC History No change 143,228 10,901 0.94% 0.94% 114 0 0.0% Q2 2026 Jul 09, 2026
ICONIQ Capital, LLC History No change 139,999 10,655 0.31% 0.31% 115 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 139,345 10,605 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 03, 2026
Hopwood Financial Services, Inc. History No change 138,864 10,568 6.12% 6.12% 117 0 0.0% Q2 2026 Jul 22, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 136,270 10,371 0.58% 0.58% 118 0 0.0% Q2 2026 Aug 04, 2026
NISA INVESTMENT ADVISORS, LLC History No change 135,300 10,297 0.03% 0.03% 119 0 0.0% Q2 2026 Aug 10, 2026
FIRST NATIONAL BANK OF OMAHA History No change 135,628 10,244 0.29% 0.29% 120 0 0.0% Q2 2026 Aug 07, 2026
TODD ASSET MANAGEMENT LLC History No change 133,091 10,129 0.18% 0.18% 121 0 0.0% Q2 2026 Aug 04, 2026
Arcus Capital Partners, LLC History No change 131,881 10,037 4.15% 4.15% 122 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 130,936 9,965 0.1% 0.1% 123 0 0.0% Q2 2026 Jul 28, 2026
AE Wealth Management LLC History No change 129,848 9,882 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 03, 2026
Midwestern Financial, LLC /IA History No change 127,559 9,708 6.8% 6.8% 125 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 126,808 9,651 0.05% 0.05% 126 0 0.0% Q2 2026 Sep 23, 2026
MARTIN & CO INC /TN/ History No change 125,108 9,521 1.49% 1.49% 127 0 0.0% Q2 2026 Aug 12, 2026
Goelzer Investment Management, Inc. History No change 124,783 9,497 0.41% 0.41% 128 0 0.0% Q2 2026 Jul 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 123,808 9,423 0.43% 0.43% 129 0 0.0% Q2 2026 Jul 24, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 123,648 9,410 0.07% 0.07% 130 0 0.0% Q2 2026 Jul 23, 2026
SENTINEL TRUST CO LBA History No change 123,633 9,410 0.83% 0.83% 131 0 0.0% Q2 2026 Jul 13, 2026
CIBC Bancorp USA Inc. History No change 122,027 9,287 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 13, 2026
GLOBALT Investments LLC / GA History No change 121,980 9,283 0.31% 0.31% 133 0 0.0% Q2 2026 Aug 10, 2026
DRW Securities, LLC History No change 119,531 9,097 0.22% 0.22% 134 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 118,529 9,021 0.1% 0.1% 135 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 118,365 9,008 0.07% 0.07% 136 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 110,022 8,373 0.1% 0.1% 137 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 107,737 8,199 0.04% 0.04% 138 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History No change 107,458 8,178 0.35% 0.35% 139 0 0.0% Q2 2026 Jul 09, 2026
EASTERN BANK History Added to 107,035 8,094 0.12% 0.12% 140 +317 0.3% Q3 2026 Oct 05, 2026
Clarendon Private LLC History No change 105,929 8,062 5.18% 5.18% 141 0 0.0% Q2 2026 Jul 22, 2026
Steward Partners Investment Advisory, LLC History No change 102,994 7,838 0.04% 0.04% 142 0 0.0% Q2 2026 Aug 13, 2026
SAGE FINANCIAL GROUP INC History No change 102,415 7,794 0.43% 0.43% 143 0 0.0% Q2 2026 Jul 21, 2026
Apella Capital, LLC History No change 102,070 7,669 0.11% 0.11% 144 0 0.0% Q2 2026 Jul 08, 2026
Hobbs Wealth Management, LLC History No change 100,223 7,627 6.45% 6.45% 145 0 0.0% Q2 2026 Aug 06, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History No change 100,000 7,611 0.46% 0.46% 146 0 0.0% Q2 2026 Jul 31, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 99,905 7,603 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 95,199 7,245 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 11, 2026
M1 Capital Management LLC History No change 94,725 7,209 2.66% 2.66% 149 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 92,408 7,033 0.12% 0.12% 150 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 91,099 6,933 0.07% 0.07% 151 0 0.0% Q2 2026 Jul 21, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 90,018 6,851 0.4% 0.4% 152 0 0.0% Q2 2026 Aug 10, 2026
FACTORY MUTUAL INSURANCE CO History No change 90,000 6,849 0.06% 0.06% 153 0 0.0% Q2 2026 Jul 21, 2026
STAGE HARBOR FINANCIAL, LLC History No change 88,140 6,708 3.88% 3.88% 154 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 88,072 6,703 0.04% 0.04% 155 0 0.0% Q2 2026 Aug 17, 2026
EPIQ PARTNERS, LLC History Added to 88,312 6,678 2.88% 2.39% 156 +14,381 19.45% Q3 2026 Oct 07, 2026
Belpointe Asset Management LLC History No change 86,989 6,620 0.22% 0.22% 157 0 0.0% Q2 2026 Jul 31, 2026
LOWE BROCKENBROUGH & CO INC History No change 86,156 6,557 0.29% 0.29% 158 0 0.0% Q2 2026 Aug 03, 2026
Gen-Wealth Partners Inc History No change 86,103 6,553 1.82% 1.82% 159 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 84,901 6,461 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 13, 2026
Marex Group Ltd History No change 84,232 6,410 0.03% 0.03% 161 0 0.0% Q2 2026 Aug 14, 2026
Waterloo Capital, L.P. History No change 84,173 6,406 0.36% 0.36% 162 0 0.0% Q2 2026 Jul 29, 2026
Smith & Howard Wealth Management, LLC History No change 84,013 6,394 1.27% 1.27% 163 0 0.0% Q2 2026 Aug 03, 2026
Asempa Wealth Advisors History Added to 84,772 6,371 4.86% 4.12% 164 +12,215 16.84% Q3 2026 Oct 07, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 82,628 6,288 5.33% 5.33% 165 0 0.0% Q2 2026 Aug 03, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 82,012 6,241 0.23% 0.23% 166 0 0.0% Q2 2026 Aug 14, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 81,600 6,210 0.98% 0.98% 167 0 0.0% Q2 2026 Jul 15, 2026
HANCOCK WHITNEY CORP History No change 81,496 6,202 0.1% 0.1% 168 0 0.0% Q2 2026 Aug 14, 2026
Adams Wealth Management History No change 80,695 6,141 1.18% 1.18% 169 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 80,695 6,141 0.99% 0.99% 170 0 0.0% Q2 2026 Aug 11, 2026
Investment Research Partners LLC History No change 80,389 6,118 2.07% 2.07% 171 0 0.0% Q2 2026 Aug 04, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 80,259 6,108 1.44% 1.44% 172 0 0.0% Q2 2026 Jul 16, 2026
BIP Wealth, LLC History No change 79,491 6,050 0.17% 0.17% 173 0 0.0% Q2 2026 Aug 03, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 79,242 6,031 6.5% 6.5% 174 0 0.0% Q2 2026 Aug 13, 2026
Ehrenkranz Partners L.P. History No change 78,989 6,011 3.47% 3.47% 175 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 77,481 5,997 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 14, 2026
CONNABLE OFFICE INC History No change 77,461 5,895 0.52% 0.52% 177 0 0.0% Q2 2026 Aug 03, 2026
Ballentine Partners, LLC History No change 76,071 5,789 0.07% 0.07% 178 0 0.0% Q2 2026 Jul 17, 2026
SigFig Wealth Management, LLC History Added to 76,292 5,769 0.14% 0.01% 179 +72,206 1767.16% Q3 2026 Oct 07, 2026
Hopwood Nicholas Hunter History No change 74,935 5,703 1.56% 1.56% 180 0 0.0% Q2 2026 Aug 14, 2026
Presidio Capital Management, LLC History No change 74,914 5,701 1.43% 1.43% 181 0 0.0% Q2 2026 Jul 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 74,451 5,666 0.11% 0.11% 182 0 0.0% Q2 2026 Aug 14, 2026
Sharkey, Howes & Javer History No change 74,443 5,665 0.68% 0.68% 183 0 0.0% Q2 2026 Jul 09, 2026
Ashton Thomas Private Wealth, LLC History No change 73,857 5,621 0.12% 0.12% 184 0 0.0% Q2 2026 Jul 29, 2026
SIGNATUREFD, LLC History No change 73,422 5,588 0.07% 0.07% 185 0 0.0% Q2 2026 Jul 23, 2026
Rathbones Group PLC History No change 72,888 5,547 0.02% 0.02% 186 0 0.0% Q2 2026 Jul 23, 2026
FourThought Financial Partners, LLC History No change 72,846 5,544 0.43% 0.43% 187 0 0.0% Q2 2026 Aug 12, 2026
C M BIDWELL & ASSOCIATES LTD History No change 71,957 5,476 2.24% 2.24% 188 0 0.0% Q2 2026 Aug 11, 2026
MISSION WEALTH MANAGEMENT, LP History No change 70,304 5,350 0.07% 0.07% 189 0 0.0% Q2 2026 Jul 20, 2026
Tradition Wealth Management, LLC History No change 69,343 5,277 0.32% 0.32% 190 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History No change 68,340 5,199 0.04% 0.04% 191 0 0.0% Q2 2026 Jul 17, 2026
Concurrent Investment Advisors, LLC History No change 67,953 5,171 0.04% 0.04% 192 0 0.0% Q2 2026 Jul 27, 2026
Empowered Funds, LLC History No change 66,196 5,038 0.03% 0.03% 193 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY TRUST CO History No change 65,889 5,014 0.05% 0.05% 194 0 0.0% Q2 2026 Aug 13, 2026
NDWM LLC History No change 62,953 4,791 2.81% 2.81% 195 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 63,160 4,745 0.09% 0.09% 196 0 0.0% Q2 2026 Jul 27, 2026
Chevy Chase Trust Holdings, LLC History No change 62,015 4,719 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 61,694 4,695 0.24% 0.24% 198 0 0.0% Q2 2026 Jul 16, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 61,644 4,692 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 61,100 4,650 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
Hapanowicz & Associates Financial Services, Inc History No change 61,108 4,650 1.45% 1.45% 201 0 0.0% Q2 2026 Jul 29, 2026
Sageworth Trust Co of South Dakota History No change 60,212 4,582 2.83% 2.83% 202 0 0.0% Q2 2026 Jul 28, 2026
QUADRANT CAPITAL GROUP LLC History No change 60,051 4,570 0.13% 0.13% 203 0 0.0% Q2 2026 Aug 14, 2026
Chatterton & Associates Inc. History No change 60,334 4,553 2.68% 2.68% 204 0 0.0% Q2 2026 Jul 14, 2026
Arkadios Wealth Advisors History No change 58,292 4,436 0.07% 0.07% 205 0 0.0% Q2 2026 Aug 10, 2026
MEITAV INVESTMENT HOUSE LTD History No change 57,476 4,374 0.03% 0.03% 206 0 0.0% Q2 2026 Jul 20, 2026
M.D. Sass, LLC History No change 57,340 4,364 0.29% 0.29% 207 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 57,803 4,335 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
VERITY Wealth Advisors History No change 56,508 4,300 2.6% 2.6% 209 0 0.0% Q2 2026 Jul 16, 2026
CERTUITY, LLC History No change 55,225 4,203 0.21% 0.21% 210 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 53,751 4,091 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 10, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 53,489 4,071 0.37% 0.37% 212 0 0.0% Q2 2026 Aug 14, 2026
SVB WEALTH LLC History No change 51,946 3,953 0.25% 0.25% 213 0 0.0% Q2 2026 Jul 17, 2026
Strategic Wealth Partners, Ltd. History No change 51,860 3,947 0.24% 0.24% 214 0 0.0% Q2 2026 Aug 12, 2026
Avail Investment Partners, LLC History No change 51,816 3,943 3.04% 3.04% 215 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Financial Partners, Inc. History No change 51,731 3,937 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 14, 2026
INVESTED ADVISORS History No change 51,315 3,905 3.45% 3.45% 217 0 0.0% Q2 2026 Aug 04, 2026
NTV ASSET MANAGEMENT LLC History No change 50,573 3,849 0.38% 0.38% 218 0 0.0% Q2 2026 Aug 05, 2026
Redwood Investment Management, LLC History No change 49,174 3,743 0.37% 0.37% 219 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 48,899 3,721 0.19% 0.19% 220 0 0.0% Q2 2026 Jul 23, 2026
THEORY FINANCIAL LLC History No change 48,483 3,690 1.16% 1.16% 221 0 0.0% Q2 2026 Jul 31, 2026
FFG RETIREMENT ADVISORS LLC History No change 48,429 3,685 1.95% 1.95% 222 0 0.0% Q2 2026 Jul 09, 2026
WealthPoint Financial, LLC History No change 48,167 3,665 2.67% 2.67% 223 0 0.0% Q2 2026 Aug 06, 2026
Fluent Financial, LLC History No change 48,046 3,656 1.3% 1.3% 224 0 0.0% Q2 2026 Jul 09, 2026
Security National Bank History No change 47,891 3,644 0.43% 0.43% 225 0 0.0% Q2 2026 Jul 15, 2026
WEALTHGARDEN F.S. LLC History No change 47,675 3,628 2.06% 2.06% 226 0 0.0% Q2 2026 Jul 31, 2026
Alpha Advisors, LLC/VA History No change 47,288 3,599 2.7% 2.7% 227 0 0.0% Q2 2026 Aug 12, 2026
Brightwater Advisory LLC History No change 46,609 3,547 2.24% 2.24% 228 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 46,541 3,542 0.0% 0.0% 229 0 0.0% Q2 2026 Sep 02, 2026
RWA WEALTH PARTNERS, LLC History No change 46,347 3,527 0.03% 0.03% 230 0 0.0% Q2 2026 Aug 07, 2026
FLOW TRADERS U.S. LLC History No change 46,022 3,503 0.14% 0.14% 231 0 0.0% Q2 2026 Aug 14, 2026
Sierra Capital LLC History No change 45,639 3,473 0.34% 0.34% 232 0 0.0% Q2 2026 Aug 13, 2026
OAK FAMILY ADVISORS, LLC History No change 45,126 3,434 0.88% 0.88% 233 0 0.0% Q2 2026 Jul 20, 2026
SIMON QUICK ADVISORS, LLC History No change 44,635 3,397 0.14% 0.14% 234 0 0.0% Q2 2026 Jul 28, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 44,436 3,382 0.77% 0.77% 235 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History No change 44,320 3,373 0.38% 0.38% 236 0 0.0% Q2 2026 Jul 10, 2026
Graves Light Lenhart Wealth, Inc. History No change 44,179 3,362 0.31% 0.31% 237 0 0.0% Q2 2026 Jul 07, 2026
Ramirez Asset Management, Inc. History No change 43,618 3,319 0.35% 0.35% 238 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 42,695 3,249 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 12, 2026
Haverford Trust Co History No change 42,607 3,242 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 12, 2026
Focus Financial Network, Inc. History No change 42,452 3,231 0.1% 0.1% 241 0 0.0% Q2 2026 Jul 09, 2026
IFG Advisory, LLC History No change 42,389 3,226 0.11% 0.11% 242 0 0.0% Q2 2026 Aug 13, 2026
Badgley Phelps Wealth Managers, LLC History No change 42,181 3,210 0.06% 0.06% 243 0 0.0% Q2 2026 Jul 31, 2026
Keel Point, LLC History No change 42,139 3,207 0.19% 0.19% 244 0 0.0% Q2 2026 Aug 14, 2026
Sargent Investment Group, LLC History No change 42,124 3,206 0.39% 0.39% 245 0 0.0% Q2 2026 Aug 11, 2026
Aaron Wealth Advisors LLC History No change 41,142 3,131 0.16% 0.16% 246 0 0.0% Q2 2026 Jul 16, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 41,033 3,123 0.04% 0.04% 247 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 41,024 3,122 0.12% 0.12% 248 0 0.0% Q2 2026 Aug 13, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 41,024 3,122 0.31% 0.31% 249 0 0.0% Q2 2026 Jul 29, 2026
Symphony Financial, Ltd. Co. History No change 40,166 3,033 0.33% 0.33% 250 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 38,944 2,963 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 06, 2026
Central Pacific Bank - Trust Division History Reduced 39,180 2,962 0.31% 0.31% 252 -770 -1.93% Q3 2026 Oct 05, 2026
XY Planning Network, Inc. History No change 38,452 2,926 0.37% 0.37% 253 0 0.0% Q2 2026 Jul 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 37,964 2,889 0.16% 0.16% 254 0 0.0% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 37,767 2,874 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
Philip James Wealth Mangement, LLC History No change 37,648 2,865 0.32% 0.32% 256 0 0.0% Q2 2026 Jul 27, 2026
ADAPT WEALTH ADVISORS, LLC History No change 37,651 2,865 0.94% 0.94% 257 0 0.0% Q2 2026 Aug 12, 2026
Calamos Advisors LLC History No change 37,340 2,841 0.01% 0.01% 258 0 0.0% Q2 2026 Jul 31, 2026
JFS WEALTH ADVISORS, LLC History No change 37,299 2,838 0.14% 0.14% 259 0 0.0% Q2 2026 Jul 10, 2026
RiverFront Investment Group, LLC History No change 37,070 2,821 0.04% 0.04% 260 0 0.0% Q2 2026 Jul 29, 2026
NIXON PEABODY TRUST CO History No change 36,932 2,810 0.2% 0.2% 261 0 0.0% Q2 2026 Jul 27, 2026
WealthPLAN Partners, LLC History No change 36,814 2,801 0.54% 0.54% 262 0 0.0% Q2 2026 Jul 28, 2026
PKS Advisory Services, LLC History No change 36,718 2,794 0.45% 0.45% 263 0 0.0% Q2 2026 Aug 04, 2026
NWAM LLC History No change 36,683 2,791 0.14% 0.14% 264 0 0.0% Q2 2026 Jul 23, 2026
Crestwood Advisors Group, LLC History No change 36,651 2,789 0.04% 0.04% 265 0 0.0% Q2 2026 Aug 03, 2026
FIRST CITIZENS BANK & TRUST CO History No change 36,589 2,784 0.04% 0.04% 266 0 0.0% Q2 2026 Jul 13, 2026
Cassilly Financial Group LLC History Added to 36,664 2,772 1.86% 0.98% 267 +18,828 105.56% Q3 2026 Oct 07, 2026
ARS Investment Partners, LLC History No change 36,117 2,748 0.12% 0.12% 268 0 0.0% Q2 2026 Jul 09, 2026
FIRST NATIONAL TRUST CO History No change 35,886 2,731 0.09% 0.09% 269 0 0.0% Q2 2026 Jul 30, 2026
Maia Wealth LLC History No change 35,880 2,730 0.4% 0.4% 270 0 0.0% Q2 2026 Jul 28, 2026
Balefire, LLC History No change 35,037 2,666 0.43% 0.43% 271 0 0.0% Q2 2026 Jul 07, 2026
Tempus Wealth Planning, LLC History No change 34,871 2,654 0.52% 0.52% 272 0 0.0% Q2 2026 Jul 22, 2026
Atlas Legacy Advisors, LLC History No change 34,577 2,631 0.39% 0.39% 273 0 0.0% Q2 2026 Jul 31, 2026
Astoria Strategic Wealth, Inc. History No change 33,497 2,549 0.58% 0.58% 274 0 0.0% Q2 2026 Jul 16, 2026
Fund Evaluation Group, LLC History No change 33,316 2,535 0.07% 0.07% 275 0 0.0% Q2 2026 Aug 07, 2026
STOCK YARDS BANK & TRUST CO History No change 33,094 2,518 0.07% 0.07% 276 0 0.0% Q2 2026 Aug 19, 2026
Allen Investment Management, LLC History No change 32,989 2,510 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 05, 2026
Patriot Financial Group Insurance Agency, LLC History No change 32,445 2,469 0.25% 0.25% 278 0 0.0% Q2 2026 Jul 16, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 32,407 2,466 0.77% 0.77% 279 0 0.0% Q2 2026 Jul 09, 2026
Diversify Advisory Services, LLC History No change 33,132 2,466 0.04% 0.04% 280 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 33,132 2,466 0.04% 0.04% 281 0 0.0% Q2 2026 Jul 29, 2026
Oakworth Capital, Inc. History No change 31,852 2,424 0.12% 0.12% 282 0 0.0% Q2 2026 Jul 22, 2026
GatePass Capital, LLC History No change 31,542 2,400 0.91% 0.91% 283 0 0.0% Q2 2026 Jul 30, 2026
WEST PACES ADVISORS INC. History No change 31,099 2,366 0.4% 0.4% 284 0 0.0% Q2 2026 Jul 17, 2026
Vident Advisory, LLC History No change 30,682 2,335 0.02% 0.02% 285 0 0.0% Q2 2026 Aug 12, 2026
Community Bank, N.A. History No change 30,338 2,308 0.25% 0.25% 286 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 29,502 2,245 0.06% 0.06% 287 0 0.0% Q2 2026 Aug 04, 2026
Bedel Financial Consulting, Inc. History No change 29,434 2,240 0.21% 0.21% 288 0 0.0% Q2 2026 Jul 29, 2026
Wagner Wealth Management, Corp History No change 28,816 2,193 1.77% 1.77% 289 0 0.0% Q2 2026 Aug 10, 2026
NorthCoast Asset Management LLC History No change 28,707 2,184 0.05% 0.05% 290 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 28,439 2,164 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 07, 2026
Merkkuri Wealth Advisors LLC History No change 28,335 2,156 1.34% 1.34% 292 0 0.0% Q2 2026 Jul 27, 2026
Hardy Reed LLC History No change 27,858 2,120 0.14% 0.14% 293 0 0.0% Q2 2026 Aug 03, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 27,755 2,112 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 04, 2026
WealthTrak Capital Management LLC History No change 27,736 2,110 1.39% 1.39% 295 0 0.0% Q2 2026 Aug 04, 2026
Retirement Wealth Solutions LLC History New 27,732 2,097 1.11% — 296 +27,732 New Q3 2026 Oct 07, 2026
SUTTON PLACE INVESTORS LLC History No change 27,092 2,061 1.0% 1.0% 297 0 0.0% Q2 2026 Aug 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 27,074 2,060 0.14% 0.14% 298 0 0.0% Q2 2026 Jul 07, 2026
Stratos Wealth Partners, LTD. History No change 26,725 2,034 0.02% 0.02% 299 0 0.0% Q2 2026 Aug 11, 2026
Avidian Wealth Enterprises, LLC History No change 26,505 2,017 0.06% 0.06% 300 0 0.0% Q2 2026 Jul 24, 2026
CIM, LLC History No change 26,479 2,015 0.26% 0.26% 301 0 0.0% Q2 2026 Aug 13, 2026
Navigation Group, LLC History No change 26,165 1,991 0.39% 0.39% 302 0 0.0% Q2 2026 Jul 29, 2026
Cresset Asset Management, LLC History No change 25,139 1,913 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 14, 2026
DKM Wealth Management, Inc. History No change 25,035 1,905 1.25% 1.25% 304 0 0.0% Q2 2026 Jul 30, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 24,745 1,883 0.03% 0.03% 305 0 0.0% Q2 2026 Aug 03, 2026
MGO ONE SEVEN LLC History No change 24,479 1,863 0.03% 0.03% 306 0 0.0% Q2 2026 Jul 31, 2026
Parallel Advisors, LLC History No change 24,109 1,834 0.03% 0.03% 307 0 0.0% Q2 2026 Aug 05, 2026
Cassaday & Co Wealth Management LLC History No change 24,094 1,833 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 10, 2026
State of Wyoming History No change 24,061 1,831 0.19% 0.19% 309 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Wealth, LLC History No change 23,903 1,819 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 23,785 1,817 0.02% 0.02% 311 0 0.0% Q2 2026 Aug 06, 2026
Clark Capital Management Group, Inc. History No change 23,759 1,808 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 11, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 23,652 1,800 0.61% 0.61% 313 0 0.0% Q2 2026 Jul 09, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 23,598 1,796 0.58% 0.58% 314 0 0.0% Q2 2026 Jul 15, 2026
CHEMUNG CANAL TRUST CO History No change 23,444 1,784 0.33% 0.33% 315 0 0.0% Q2 2026 Jul 15, 2026
Fortis Capital Advisors, LLC History No change 23,352 1,777 0.2% 0.2% 316 0 0.0% Q2 2026 Jul 31, 2026
BESSEMER GROUP INC History No change 22,991 1,750 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 12, 2026
Atomic Invest LLC History No change 23,123 1,744 0.15% 0.15% 318 0 0.0% Q2 2026 Sep 25, 2026
UMB Bank, n.a. History No change 22,587 1,719 0.02% 0.02% 319 0 0.0% Q2 2026 Aug 13, 2026
SYNTAX RESEARCH, INC. History No change 22,434 1,707 1.25% 1.25% 320 0 0.0% Q2 2026 Jul 31, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 22,367 1,702 0.08% 0.08% 321 0 0.0% Q2 2026 Jul 24, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 22,149 1,685 0.4% 0.4% 322 0 0.0% Q2 2026 Aug 10, 2026
Topsail Wealth Management, LLC History No change 21,949 1,670 0.21% 0.21% 323 0 0.0% Q2 2026 Aug 13, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 21,899 1,666 0.25% 0.25% 324 0 0.0% Q2 2026 Jul 10, 2026
PENNINGTON PARTNERS & CO., LLC History No change 21,887 1,665 0.53% 0.53% 325 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 21,740 1,654 0.03% 0.03% 326 0 0.0% Q2 2026 Jul 28, 2026
OAK ASSOCIATES LTD /OH/ History No change 21,658 1,648 0.09% 0.09% 327 0 0.0% Q2 2026 Aug 14, 2026
Gutierrez Wealth Advisory, LLC History No change 21,177 1,611 0.93% 0.93% 328 0 0.0% Q2 2026 Aug 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 21,141 1,609 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 14, 2026
Vann Equity Management LLC History No change 20,782 1,581 0.96% 0.96% 330 0 0.0% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History No change 20,646 1,571 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 12, 2026
HARDING LOEVNER LP History No change 20,486 1,559 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 20,326 1,547 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 20,324 1,546 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 05, 2026
OFS Enterprise LLC History No change 20,297 1,544 0.39% 0.39% 335 0 0.0% Q2 2026 Jul 08, 2026
MAI Capital Management History No change 20,241 1,540 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 19,877 1,512 0.04% 0.04% 337 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 19,798 1,506 0.06% 0.06% 338 0 0.0% Q2 2026 Aug 13, 2026
SHELTON CAPITAL MANAGEMENT History No change 19,756 1,503 0.03% 0.03% 339 0 0.0% Q2 2026 Aug 14, 2026
Sanchez Gaunt Capital Management, LLC History No change 19,747 1,502 0.84% 0.84% 340 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Capital Advisors LLC History No change 19,700 1,499 0.1% 0.1% 341 0 0.0% Q2 2026 Aug 12, 2026
Legacy Advisors, LLC History No change 19,581 1,490 0.14% 0.14% 342 0 0.0% Q2 2026 Jul 24, 2026
Heck Capital Advisors, LLC History No change 19,585 1,490 0.09% 0.09% 343 0 0.0% Q2 2026 Jul 10, 2026
RDA Financial Network History No change 19,563 1,488 0.32% 0.32% 344 0 0.0% Q2 2026 Jul 06, 2026
CENTAURUS FINANCIAL, INC. History No change 19,500 1,484 0.06% 0.06% 345 0 0.0% Q2 2026 Aug 17, 2026
NATIXIS ADVISORS, LLC History No change 19,167 1,458 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 18,985 1,444 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 06, 2026
OV Management LLC History No change 18,863 1,435 2.68% 2.68% 348 0 0.0% Q2 2026 Aug 10, 2026
Mutual Advisors, LLC History No change 18,721 1,424 0.03% 0.03% 349 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 18,330 1,395 0.12% 0.12% 350 0 0.0% Q2 2026 Jul 20, 2026
FIRST HORIZON CORP History No change 18,238 1,388 0.05% 0.05% 351 0 0.0% Q2 2026 Jul 20, 2026
Advisor OS, LLC History No change 18,157 1,381 0.09% 0.09% 352 0 0.0% Q2 2026 Aug 05, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 18,134 1,380 0.55% 0.55% 353 0 0.0% Q2 2026 Jul 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 18,037 1,372 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 13, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 18,012 1,370 0.42% 0.42% 355 0 0.0% Q2 2026 Jul 21, 2026
First City Capital Management, Inc. History No change 17,969 1,367 0.67% 0.67% 356 0 0.0% Q2 2026 Jul 13, 2026
Park Edge Advisors, LLC History No change 17,822 1,356 0.29% 0.29% 357 0 0.0% Q2 2026 Jul 10, 2026
Callan Family Office, LLC History No change 17,754 1,351 0.03% 0.03% 358 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 17,501 1,331 0.11% 0.11% 359 0 0.0% Q2 2026 Aug 11, 2026
POWER WEALTH MANAGEMENT LLC History No change 17,223 1,310 0.45% 0.45% 360 0 0.0% Q2 2026 Aug 03, 2026
Mirador Capital Partners LP History No change 17,137 1,304 0.16% 0.16% 361 0 0.0% Q2 2026 Jul 07, 2026
Bleakley Financial Group, LLC History No change 17,016 1,295 0.02% 0.02% 362 0 0.0% Q2 2026 Aug 05, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 16,760 1,275 0.09% 0.09% 363 0 0.0% Q2 2026 Jul 20, 2026
CHOREO, LLC History No change 16,624 1,265 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 04, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 16,596 1,263 0.06% 0.06% 365 0 0.0% Q2 2026 Jul 21, 2026
PRAIRIE ADVISORY, LLC History No change 16,372 1,246 0.29% 0.29% 366 0 0.0% Q2 2026 Jul 20, 2026
TD Waterhouse Canada Inc. History No change 16,435 1,232 0.0% 0.0% 367 0 0.0% Q2 2026 Jul 27, 2026
GeoWealth Management, LLC History No change 16,006 1,218 0.04% 0.04% 368 0 0.0% Q2 2026 Jul 30, 2026
Jordan Park Group LLC History No change 16,000 1,217 0.06% 0.06% 369 0 0.0% Q2 2026 Aug 11, 2026
High Probability Advisors, LLC History No change 15,908 1,210 0.13% 0.13% 370 0 0.0% Q2 2026 Jul 13, 2026
Arax Advisory Partners History No change 15,708 1,195 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 10, 2026
FULTON BANK, N.A. History No change 15,609 1,188 0.04% 0.04% 372 0 0.0% Q2 2026 Jul 09, 2026
ZENITH SOLUTIONS, INC. History No change 15,453 1,176 1.07% 1.07% 373 0 0.0% Q2 2026 Aug 03, 2026
Aries Wealth Management History No change 15,436 1,174 0.23% 0.23% 374 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 15,310 1,165 0.07% 0.07% 375 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 15,234 1,159 0.06% 0.06% 376 0 0.0% Q2 2026 Jul 28, 2026
Park Place Capital Corp History No change 15,237 1,159 0.18% 0.18% 377 0 0.0% Q2 2026 Aug 13, 2026
Lantern Wealth Advisors, LLC History No change 15,218 1,158 0.53% 0.53% 378 0 0.0% Q2 2026 Jul 28, 2026
Centurion Wealth Management LLC History No change 14,916 1,135 0.27% 0.27% 379 0 0.0% Q2 2026 Jul 09, 2026
LongView Wealth Management History No change 14,876 1,132 0.29% 0.29% 380 0 0.0% Q2 2026 Jul 17, 2026
PINNACLE ASSOCIATES LTD History No change 14,864 1,131 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 03, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History No change 14,722 1,120 0.15% 0.15% 382 0 0.0% Q2 2026 Jul 29, 2026
HARBOR ADVISORY CORP /MA/ History No change 14,700 1,118 0.3% 0.3% 383 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 14,665 1,116 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD SECURITIES, INC. History No change 14,281 1,086 0.06% 0.06% 385 0 0.0% Q2 2026 Jul 15, 2026
Barnes Dennig Private Wealth Management LLC History No change 14,158 1,077 0.86% 0.86% 386 0 0.0% Q2 2026 Jul 15, 2026
Dynamic Advisor Solutions LLC History No change 14,144 1,076 0.03% 0.03% 387 0 0.0% Q2 2026 Jul 07, 2026
Unconventional Investor, LLC History No change 13,940 1,060 0.44% 0.44% 388 0 0.0% Q2 2026 Aug 18, 2026
Sowell Financial Services LLC History No change 13,906 1,058 0.03% 0.03% 389 0 0.0% Q2 2026 Jul 17, 2026
Ausdal Financial Partners, Inc. History No change 13,854 1,054 0.04% 0.04% 390 0 0.0% Q2 2026 Aug 14, 2026
Beacon Financial Advisory LLC History No change 13,658 1,039 0.2% 0.2% 391 0 0.0% Q2 2026 Aug 05, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 13,597 1,034 0.83% 0.83% 392 0 0.0% Q2 2026 Aug 06, 2026
Ironwood Investment Counsel, LLC History No change 13,349 1,015 0.13% 0.13% 393 0 0.0% Q2 2026 Aug 05, 2026
Elevation Wealth Management LLC History No change 13,329 1,014 0.76% 0.76% 394 0 0.0% Q2 2026 Jul 29, 2026
Bluespring Wealth Management, LLC History No change 13,130 999 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History No change 13,122 998 0.03% 0.03% 396 0 0.0% Q2 2026 Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 12,886 979 0.01% 0.01% 397 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 12,830 976 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 04, 2026
Clare Market Investments LLC History No change 12,830 976 0.18% 0.18% 399 0 0.0% Q2 2026 Jul 27, 2026
MN Wealth Advisors, LLC History No change 12,751 970 0.41% 0.41% 400 0 0.0% Q2 2026 Jul 23, 2026
Perigon Wealth Management, LLC History No change 12,663 963 0.02% 0.02% 401 0 0.0% Q2 2026 Aug 07, 2026
Pictet North America Advisors SA History No change 12,450 947 0.08% 0.08% 402 0 0.0% Q2 2026 Jul 24, 2026
Fort Sheridan Advisors LLC History No change 12,421 945 0.1% 0.1% 403 0 0.0% Q2 2026 Aug 05, 2026
Lakeshore Capital Group, Inc. History No change 12,282 934 0.69% 0.69% 404 0 0.0% Q2 2026 Jul 31, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 12,267 933 0.02% 0.02% 405 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Advisor Solutions, LLC History No change 12,230 930 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 06, 2026
OARSMAN CAPITAL, INC. History No change 12,057 917 0.1% 0.1% 407 0 0.0% Q2 2026 Aug 07, 2026
VISTA FINANCE, LLC History No change 12,005 913 0.51% 0.51% 408 0 0.0% Q2 2026 Jul 16, 2026
Integrated Wealth Concepts LLC History No change 11,863 902 0.01% 0.01% 409 0 0.0% Q2 2026 Sep 08, 2026
CoreCap Advisors, LLC History No change 11,814 899 0.03% 0.03% 410 0 0.0% Q2 2026 Jul 06, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 11,808 898 0.05% 0.05% 411 0 0.0% Q2 2026 Aug 05, 2026
Daviman Financial, LLC History No change 11,797 897 0.5% 0.5% 412 0 0.0% Q2 2026 Jul 24, 2026
Weil Company, Inc. History No change 11,732 892 0.16% 0.16% 413 0 0.0% Q2 2026 Aug 05, 2026
Joel Adams & Associates, Inc. History No change 11,674 888 0.57% 0.57% 414 0 0.0% Q2 2026 Aug 06, 2026
Parkway Wealth Management Group, LLC History No change 11,679 888 0.1% 0.1% 415 0 0.0% Q2 2026 Jul 27, 2026
ABLE Financial Group, LLC History No change 11,608 883 0.15% 0.15% 416 0 0.0% Q2 2026 Jul 22, 2026
NORTHERN TRUST CORP History No change 11,459 872 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 13, 2026
Canopy Partners, LLC History No change 11,436 870 0.26% 0.26% 418 0 0.0% Q2 2026 Jul 22, 2026
Indivisible Partners History No change 11,290 859 0.05% 0.05% 419 0 0.0% Q2 2026 Aug 04, 2026
Runnymede Capital Advisors, Inc. History No change 11,273 857 0.51% 0.51% 420 0 0.0% Q2 2026 Jul 21, 2026
Essential Investment Partners LLC History No change 11,200 852 0.68% 0.68% 421 0 0.0% Q2 2026 Jul 15, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 11,155 848 0.03% 0.03% 422 0 0.0% Q2 2026 Aug 13, 2026
Coastal Bridge Advisors, LLC History No change 11,070 842 0.05% 0.05% 423 0 0.0% Q2 2026 Aug 17, 2026
Savvy Advisors, Inc. History No change 11,064 842 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 03, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 11,056 841 0.55% 0.55% 425 0 0.0% Q2 2026 Jul 21, 2026
Advance Capital Management, Inc. History No change 11,028 839 0.03% 0.03% 426 0 0.0% Q2 2026 Aug 12, 2026
Summit Trail Advisors, LLC History No change 10,773 819 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 11, 2026
LAVELLE CAPITAL LP History No change 10,733 816 0.35% 0.35% 428 0 0.0% Q2 2026 Jul 22, 2026
Valtrion Capital Management, LLC History No change 10,698 814 0.61% 0.61% 429 0 0.0% Q2 2026 Aug 14, 2026
Colter Lewis Investment Partners LLC History No change 10,696 814 0.36% 0.36% 430 0 0.0% Q2 2026 Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 10,683 813 0.15% 0.15% 431 0 0.0% Q2 2026 Aug 06, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 10,548 802 0.09% 0.09% 432 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 10,547 802 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIENT ADVISORS LLC History No change 10,462 796 0.11% 0.11% 434 0 0.0% Q2 2026 Aug 07, 2026
OneDigital Investment Advisors LLC History No change 10,386 790 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 06, 2026
FLAGSTAR SECURITIES, INC History No change 10,168 773 0.23% 0.23% 436 0 0.0% Q2 2026 Jul 15, 2026
Palatine Hill Wealth Management, LLC History No change 10,167 773 0.62% 0.62% 437 0 0.0% Q2 2026 Aug 07, 2026
CAHILL FINANCIAL ADVISORS INC History No change 10,054 765 0.07% 0.07% 438 0 0.0% Q2 2026 Aug 11, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 10,000 761 0.07% 0.07% 439 0 0.0% Q2 2026 Jul 22, 2026
Operose Advisors LLC History No change 9,980 759 0.15% 0.15% 440 0 0.0% Q2 2026 Aug 13, 2026
Apeiron RIA LLC History No change 9,968 758 0.19% 0.19% 441 0 0.0% Q2 2026 Jul 16, 2026
Resurgent Financial Advisors LLC History No change 9,971 758 0.21% 0.21% 442 0 0.0% Q2 2026 Aug 14, 2026
Next Capital Management LLC History No change 9,959 757 0.2% 0.2% 443 0 0.0% Q2 2026 Aug 03, 2026
OMNI 360 Wealth, Inc. History No change 9,909 754 0.35% 0.35% 444 0 0.0% Q2 2026 Jul 13, 2026
SlateStone Wealth, LLC History No change 9,881 752 0.06% 0.06% 445 0 0.0% Q2 2026 Jul 20, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 13,707 750 0.57% 0.57% 446 0 0.0% Q2 2026 Aug 04, 2026
Signal Advisors Wealth, LLC History No change 9,822 747 0.04% 0.04% 447 0 0.0% Q2 2026 Aug 04, 2026
October Effect Ltd History No change 9,791 745 0.7% 0.7% 448 0 0.0% Q2 2026 Jul 21, 2026
Magnus Financial Group LLC History No change 9,778 744 0.05% 0.05% 449 0 0.0% Q2 2026 Jul 09, 2026
WBH ADVISORY INC History No change 9,723 739 0.05% 0.05% 450 0 0.0% Q2 2026 Aug 05, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 9,714 739 0.26% 0.26% 451 0 0.0% Q2 2026 Aug 11, 2026
McAdam, LLC History No change 9,686 737 0.03% 0.03% 452 0 0.0% Q2 2026 Aug 04, 2026
IHT Wealth Management, LLC History No change 9,585 729 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 14, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 9,525 724 0.34% 0.34% 454 0 0.0% Q2 2026 Jul 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 9,483 721 0.02% 0.02% 455 0 0.0% Q2 2026 Aug 10, 2026
Nicholas Hoffman & Company, LLC. History No change 9,374 713 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 04, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 9,420 712 0.17% 0.19% 457 -1,112 -10.56% Q3 2026 Oct 06, 2026
PFG Investments, LLC History No change 9,319 709 0.03% 0.03% 458 0 0.0% Q2 2026 Jul 23, 2026
Fulcrum Equity Management History No change 9,313 708 0.52% 0.52% 459 0 0.0% Q2 2026 Jul 09, 2026
Neuberger Berman Group LLC History No change 9,272 705 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 9,220 701 0.02% 0.02% 461 0 0.0% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History No change 9,204 700 0.04% 0.04% 462 0 0.0% Q2 2026 Aug 07, 2026
PHILADELPHIA TRUST CO History No change 9,115 694 0.04% 0.04% 463 0 0.0% Q2 2026 Aug 10, 2026
SageView Advisory Group, LLC History No change 9,110 693 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 10, 2026
Regal Investment Advisors LLC History No change 9,046 688 0.04% 0.04% 465 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 9,020 686 0.06% 0.06% 466 0 0.0% Q2 2026 Aug 10, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 9,000 684 0.07% 0.07% 467 0 0.0% Q2 2026 Jul 28, 2026
Clear Creek Financial Management, LLC History No change 8,996 684 0.04% 0.04% 468 0 0.0% Q2 2026 Jul 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 8,942 680 0.01% 0.01% 469 0 0.0% Q2 2026 Jul 14, 2026
CULLEN/FROST BANKERS, INC. History No change 8,882 676 0.01% 0.01% 470 0 0.0% Q2 2026 Jul 27, 2026
New England Professional Planning Group Inc. History No change 8,801 669 0.25% 0.25% 471 0 0.0% Q2 2026 Jul 28, 2026
Cynosure Group, LLC History No change 8,794 669 0.1% 0.1% 472 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 8,645 657 0.01% 0.01% 473 0 0.0% Q2 2026 Jul 21, 2026
MSH Capital Advisors LLC History No change 8,576 652 0.11% 0.11% 474 0 0.0% Q2 2026 Aug 10, 2026
Williams & Novak, LLC History No change 8,565 651 0.43% 0.43% 475 0 0.0% Q2 2026 Jul 08, 2026
EP Wealth Advisors, LLC History No change 8,496 646 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 11, 2026
Founders Financial Alliance, LLC History No change 8,455 643 0.09% 0.09% 477 0 0.0% Q2 2026 Aug 04, 2026
Gladwyn Financial Advisors, Inc. History No change 8,397 634 0.4% 0.4% 478 0 0.0% Q3 2026 Oct 05, 2026
BRIGHTON JONES LLC History No change 8,325 633 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 11, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 8,300 631 0.08% 0.08% 480 0 0.0% Q2 2026 Jul 09, 2026
Empower Advisory Group, LLC History No change 8,290 630 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 12, 2026
Loudon Investment Management, LLC History No change 8,257 628 0.31% 0.31% 482 0 0.0% Q2 2026 Aug 14, 2026
Three Bridge Wealth Advisors, LLC History No change 8,208 624 0.16% 0.16% 483 0 0.0% Q2 2026 Jul 27, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 8,069 614 0.04% 0.04% 484 0 0.0% Q2 2026 Jul 31, 2026
Well Done, LLC History No change 8,023 610 0.08% 0.08% 485 0 0.0% Q2 2026 Jul 24, 2026
Dorsey & Whitney Trust CO LLC History No change 8,000 608 0.03% 0.03% 486 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 7,970 606 0.12% 0.12% 487 0 0.0% Q2 2026 Jul 23, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 7,951 605 0.04% 0.04% 488 0 0.0% Q2 2026 Aug 03, 2026
Bragg Financial Advisors, Inc History No change 7,943 604 0.02% 0.02% 489 0 0.0% Q2 2026 Aug 12, 2026
Sepio Capital, LP History No change 7,867 598 0.03% 0.03% 490 0 0.0% Q2 2026 Jul 28, 2026
Freestone Capital Holdings, LLC History No change 7,855 597 0.02% 0.02% 491 0 0.0% Q2 2026 Jul 31, 2026
HB Wealth Management, LLC History No change 7,853 597 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 29, 2026
Avestar Capital, LLC History No change 7,838 596 0.03% 0.03% 493 0 0.0% Q2 2026 Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 7,747 589 0.01% 0.01% 494 0 0.0% Q2 2026 Jul 28, 2026
Morangie Management LLC History No change 7,681 584 0.48% 0.48% 495 0 0.0% Q2 2026 Jul 16, 2026
Private Advisor Group, LLC History No change 7,633 580 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History No change 7,597 578 0.01% 0.01% 497 0 0.0% Q2 2026 Aug 10, 2026
Eagle Strategies LLC History No change 7,578 576 0.06% 0.06% 498 0 0.0% Q2 2026 Jul 21, 2026
MAIRS & POWER INC History No change 7,550 574 0.01% 0.01% 499 0 0.0% Q2 2026 Aug 14, 2026
Elgethun Capital Management History No change 7,500 570 0.08% 0.08% 500 0 0.0% Q2 2026 Jul 29, 2026
BigSur Wealth Management LLC History No change 7,500 570 0.14% 0.14% 501 0 0.0% Q2 2026 Jul 14, 2026
PlanVest Financial, Inc History No change 7,407 563 0.38% 0.38% 502 0 0.0% Q2 2026 Aug 10, 2026
CNB Bank History No change 7,392 562 0.22% 0.22% 503 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 7,346 559 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 27, 2026
Requisite Capital Management, LLC History No change 7,322 557 0.09% 0.09% 505 0 0.0% Q2 2026 Aug 07, 2026
Midwest Financial Network, LLC History No change 7,291 554 0.38% 0.38% 506 0 0.0% Q2 2026 Jul 07, 2026
Gallagher Fiduciary Advisors, LLC History No change 7,176 546 0.02% 0.02% 507 0 0.0% Q2 2026 Aug 14, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 7,100 540 0.03% 0.03% 508 0 0.0% Q2 2026 Jul 27, 2026
Michels Family Financial, LLC History No change 7,102 540 0.35% 0.35% 509 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 7,087 539 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 06, 2026
REGIMEN WEALTH, LLC History No change 7,090 539 0.15% 0.15% 511 0 0.0% Q2 2026 Aug 05, 2026
Koshinski Asset Management, Inc. History No change 6,953 529 0.03% 0.03% 512 0 0.0% Q2 2026 Jul 27, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 7,000 529 0.32% 0.32% 513 0 0.0% Q3 2026 Oct 07, 2026
ISTHMUS PARTNERS, LLC History No change 6,937 527 0.05% 0.05% 514 0 0.0% Q2 2026 Jul 20, 2026
NOTTINGHAM ADVISORS, INC. History No change 7,100 523 0.06% 0.06% 515 0 0.0% Q2 2026 Jul 27, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 6,870 522 0.03% 0.03% 516 0 0.0% Q2 2026 Jul 23, 2026
West Branch Capital LLC History No change 6,815 518 0.12% 0.12% 517 0 0.0% Q2 2026 Jul 10, 2026
Signet Private Wealth LLC History No change 6,815 518 0.41% 0.41% 518 0 0.0% Q2 2026 Aug 06, 2026
O'Connor Financial Group LLC History No change 6,805 517 0.18% 0.18% 519 0 0.0% Q2 2026 Jul 17, 2026
BridgePort Financial Solutions, LLC History No change 6,803 517 0.13% 0.13% 520 0 0.0% Q2 2026 Jul 24, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 6,712 510 0.13% 0.13% 521 0 0.0% Q2 2026 Jul 21, 2026
Main Management LLC History No change 6,657 507 0.03% 0.03% 522 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 6,626 504 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 12, 2026
Seascape Capital Management History No change 6,569 500 0.12% 0.12% 524 0 0.0% Q2 2026 Jul 21, 2026
Madison Wealth Partners, Inc History No change 6,564 499 0.06% 0.06% 525 0 0.0% Q2 2026 Aug 12, 2026
Soltis Investment Advisors LLC History No change 6,536 497 0.03% 0.03% 526 0 0.0% Q2 2026 Jul 31, 2026
OpenArc Corporate Advisory, LLC History No change 6,466 492 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 05, 2026
Composition Wealth, LLC History No change 6,452 491 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 22, 2026
KICKSTAND VENTURES, LLC. History No change 6,412 488 0.09% 0.09% 529 0 0.0% Q2 2026 Jul 30, 2026
Dana Investment Advisors, Inc. History No change 6,393 486 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 13, 2026
Nordwand Advisors, LLC History No change 6,335 482 0.07% 0.07% 531 0 0.0% Q2 2026 Aug 07, 2026
RFG Advisory, LLC History No change 6,324 481 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 15, 2026
National Philanthropic Trust History No change 6,331 481 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 6,317 480 0.03% 0.03% 534 0 0.0% Q2 2026 Aug 14, 2026
Aureus Asset Management, LLC History No change 6,237 474 0.03% 0.03% 535 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 6,159 468 0.11% 0.11% 536 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Family Advisors, LLC History No change 6,124 466 0.2% 0.2% 537 0 0.0% Q2 2026 Aug 14, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 6,100 464 0.17% 0.17% 538 0 0.0% Q2 2026 Aug 07, 2026
Fragasso Financial Advisors Inc History No change 6,027 458 0.02% 0.02% 539 0 0.0% Q2 2026 Jul 09, 2026
GenTrust, LLC History No change 6,000 456 0.02% 0.02% 540 0 0.0% Q2 2026 Aug 06, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 5,905 449 0.03% 0.03% 541 0 0.0% Q2 2026 Jul 28, 2026
JB Capital LLC History No change 5,860 446 0.02% 0.02% 542 0 0.0% Q2 2026 Jul 29, 2026
Plan A Wealth LLC History No change 5,866 446 0.19% 0.19% 543 0 0.0% Q2 2026 Jul 14, 2026
Kestra Investment Management, LLC History No change 5,799 441 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 05, 2026
Forum Financial Management, LP History No change 5,724 435 0.01% 0.01% 545 0 0.0% Q2 2026 Jul 23, 2026
Valeo Financial Advisors, LLC History No change 5,711 434 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 08, 2026
LANDAAS & CO /WI /ADV History No change 5,660 430 0.08% 0.08% 547 0 0.0% Q2 2026 Jul 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,638 429 0.03% 0.03% 548 0 0.0% Q2 2026 Aug 04, 2026
SAXON INTERESTS, INC. History No change 5,630 428 0.12% 0.12% 549 0 0.0% Q2 2026 Aug 12, 2026
Members Trust Co History No change 5,616 427 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 31, 2026
PRIVATE TRUST CO NA History No change 5,533 421 0.03% 0.03% 551 0 0.0% Q2 2026 Jul 28, 2026
BEACON FINANCIAL GROUP History No change 5,533 421 0.04% 0.04% 552 0 0.0% Q2 2026 Jul 16, 2026
Latitude Advisors, LLC History No change 5,527 420 0.17% 0.17% 553 0 0.0% Q2 2026 Jul 27, 2026
Syntegra Private Wealth Group, LLC History No change 5,491 417 0.03% 0.03% 554 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 5,463 415 0.01% 0.01% 555 0 0.0% Q2 2026 Jul 20, 2026
Alpha Financial Partners LLC History No change 5,392 410 0.22% 0.22% 556 0 0.0% Q2 2026 Aug 11, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 5,351 407 0.29% 0.29% 557 0 0.0% Q2 2026 Jul 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 5,210 396 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 28, 2026
Maple Capital Management, Inc. History No change 5,047 384 0.02% 0.02% 559 0 0.0% Q2 2026 Aug 13, 2026
Waldron Private Wealth LLC History No change 5,031 382 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 20, 2026
StoneX Group Inc. History No change 4,839 368 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 12, 2026
Frank, Rimerman Advisors LLC History No change 4,829 367 0.02% 0.02% 562 0 0.0% Q2 2026 Jul 27, 2026
Acorn Wealth Advisors, LLC History No change 4,822 366 0.09% 0.09% 563 0 0.0% Q2 2026 Jul 30, 2026
Guidance Point Advisors, LLC History No change 4,792 365 0.08% 0.08% 564 0 0.0% Q2 2026 Jul 31, 2026
BBR PARTNERS, LLC History No change 4,793 364 0.02% 0.02% 565 0 0.0% Q2 2026 Aug 11, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History No change 4,770 363 0.24% 0.24% 566 0 0.0% Q2 2026 Jul 10, 2026
Sigma Planning Corp History No change 4,763 362 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 07, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 4,757 362 0.06% 0.06% 568 0 0.0% Q2 2026 Aug 10, 2026
Hirtle & Co., LLC History No change 4,745 361 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 14, 2026
Adelphi Trust Co History Added to 4,747 358 0.24% 0.23% 570 +210 4.63% Q3 2026 Oct 05, 2026
GAMMA Investing LLC History No change 4,680 356 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 07, 2026
Claro Advisors Inc. History No change 4,636 352 0.04% 0.04% 572 0 0.0% Q2 2026 Jul 30, 2026
OLD NATIONAL BANCORP /IN/ History No change 4,600 350 0.01% 0.01% 573 0 0.0% Q2 2026 Jul 15, 2026
Karpus Management, Inc. History No change 4,590 349 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 14, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 4,569 347 0.17% 0.17% 575 0 0.0% Q2 2026 Aug 13, 2026
JT Stratford LLC History No change 4,497 342 0.04% 0.04% 576 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 4,484 341 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 4,431 337 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 07, 2026
Convergence Financial, LLC History No change 4,418 336 0.03% 0.03% 579 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 4,414 335 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 4,400 334 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 20, 2026
Tortoise Investment Management, LLC History No change 4,370 332 0.02% 0.02% 582 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Management, Inc. History No change 4,364 332 0.1% 0.1% 583 0 0.0% Q2 2026 Jul 15, 2026
Essex Financial Services, Inc. History No change 4,356 331 0.02% 0.02% 584 0 0.0% Q2 2026 Aug 10, 2026
Kaizen Financial Strategies History No change 4,420 331 0.11% 0.11% 585 0 0.0% Q2 2026 Jul 30, 2026
Aviance Capital Partners, LLC History No change 4,310 328 0.03% 0.03% 586 0 0.0% Q2 2026 Jul 30, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History No change 4,100 312 0.13% 0.13% 587 0 0.0% Q2 2026 Jul 14, 2026
LARCH CAPITAL PARTNERS LLC History No change 4,078 310 0.04% 0.04% 588 0 0.0% Q2 2026 Aug 17, 2026
COZAD ASSET MANAGEMENT INC History No change 4,036 307 0.02% 0.02% 589 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 4,027 306 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 04, 2026
Kelsey Financial, LLC History No change 4,030 306 0.23% 0.23% 591 0 0.0% Q2 2026 Aug 10, 2026
Opulen Financial Group LLC History No change 4,012 305 0.19% 0.19% 592 0 0.0% Q2 2026 Jul 27, 2026
SAX WEALTH ADVISORS, LLC History No change 4,415 302 0.01% 0.01% 593 0 0.0% Q2 2026 Jul 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,963 301 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 27, 2026
Donor Advised Charitable Giving, Inc. History No change 3,947 300 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 24, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 3,930 299 0.07% 0.07% 596 0 0.0% Q2 2026 Jul 09, 2026
Ellevest, Inc. History No change 3,882 295 0.03% 0.03% 597 0 0.0% Q2 2026 Aug 10, 2026
Insight Wealth Strategies, LLC History No change 3,878 290 0.03% 0.03% 598 0 0.0% Q2 2026 Jul 10, 2026
Chicago Partners Investment Group LLC History No change 3,872 287 0.01% 0.01% 599 0 0.0% Q2 2026 Jul 29, 2026
Monument Capital Management History No change 3,747 285 0.06% 0.06% 600 0 0.0% Q2 2026 Jul 22, 2026
Wellspring Financial Advisors, LLC History No change 3,756 285 0.02% 0.02% 601 0 0.0% Q2 2026 Jul 20, 2026
Bensler, LLC History No change 3,757 285 0.03% 0.03% 602 0 0.0% Q2 2026 Jul 23, 2026
J.Safra Asset Management Corp History No change 3,741 284 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 06, 2026
HM PAYSON & CO History No change 3,699 281 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 17, 2026
CIBC WORLD MARKET INC. History No change 3,661 278 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 13, 2026
Forvis Mazars Wealth Advisors, LLC History No change 3,652 277 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 10, 2026
OneAscent Financial Services LLC History No change 3,650 277 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 11, 2026
Councilmark Asset Management, LLC History No change 3,650 277 0.15% 0.15% 608 0 0.0% Q2 2026 Aug 11, 2026
South Shore Capital Advisors History No change 3,637 276 0.18% 0.18% 609 0 0.0% Q2 2026 Jul 30, 2026
Sterling Investment Counsel, LLC History No change 3,610 274 0.06% 0.06% 610 0 0.0% Q2 2026 Jul 20, 2026
Curated Wealth Partners LLC History No change 3,557 270 0.03% 0.03% 611 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,552 270 0.04% 0.04% 612 0 0.0% Q2 2026 Jul 21, 2026
Sovran Advisors, LLC History No change 3,645 269 0.02% 0.02% 613 0 0.0% Q2 2026 Jul 29, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 3,500 266 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 3,460 263 0.03% 0.03% 615 0 0.0% Q2 2026 Jul 28, 2026
Fogel Capital Management, Inc. History No change 3,430 261 0.1% 0.1% 616 0 0.0% Q2 2026 Aug 13, 2026
Riverwater Partners LLC History No change 3,422 260 0.08% 0.08% 617 0 0.0% Q2 2026 Aug 14, 2026
Berman McAleer LLC History No change 3,410 259 0.03% 0.03% 618 0 0.0% Q2 2026 Jul 16, 2026
Robertson Stephens Wealth Management, LLC History No change 3,364 256 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 29, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 3,289 250 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 10, 2026
PUREfi Wealth, LLC History No change 3,270 248 0.14% 0.14% 621 0 0.0% Q2 2026 Jul 27, 2026
Freedom Investment Management, Inc. History No change 3,254 247 0.07% 0.07% 622 0 0.0% Q2 2026 Aug 10, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 3,243 246 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 21, 2026
AMERICAN CAPITAL MANAGEMENT INC History No change 3,220 245 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History No change 3,224 245 0.03% 0.03% 625 0 0.0% Q2 2026 Jul 08, 2026
First Financial Bank - Trust Division History Reduced 3,202 242 0.02% 0.02% 626 -556 -14.8% Q3 2026 Oct 01, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,189 242 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 3,094 235 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 13, 2026
SWP FINANCIAL LLC History No change 3,097 235 0.11% 0.11% 629 0 0.0% Q2 2026 Jul 24, 2026
Aptus Capital Advisors, LLC History No change 3,083 234 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 3,070 233 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 3,025 230 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 12, 2026
Birch Hill Investment Advisors LLC History No change 3,030 230 0.01% 0.01% 633 0 0.0% Q2 2026 Jul 21, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 3,012 229 0.17% 0.17% 634 0 0.0% Q2 2026 Jul 30, 2026
ALLIANZ SE History No change 2,963 225 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 10, 2026
Rothschild Wealth LLC History No change 2,940 223 0.02% 0.02% 636 0 0.0% Q2 2026 Aug 11, 2026
Jefferies Financial Group Inc. History No change 2,905 221 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 17, 2026
Canvas Wealth Advisors, LLC History No change 2,913 221 0.03% 0.03% 638 0 0.0% Q2 2026 Jul 10, 2026
SYKON CAPITAL LLC History No change 2,860 217 0.07% 0.07% 639 0 0.0% Q2 2026 Aug 12, 2026
Fortis Advisors, LLC History No change 2,829 215 0.1% 0.1% 640 0 0.0% Q2 2026 Aug 13, 2026
Dempze Nancy E History No change 2,815 214 0.1% 0.1% 641 0 0.0% Q2 2026 Aug 12, 2026
Sound Financial Strategies Group, LLC History No change 2,822 214 0.14% 0.14% 642 0 0.0% Q2 2026 Aug 10, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 2,818 214 0.06% 0.06% 643 0 0.0% Q2 2026 Jul 09, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 2,939 212 0.13% 0.13% 644 0 0.0% Q2 2026 Jul 31, 2026
Insight Wealth Partners, LLC History No change 2,784 211 0.03% 0.03% 645 0 0.0% Q2 2026 Aug 06, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 2,761 210 0.02% 0.02% 646 0 0.0% Q2 2026 Jul 09, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 2,767 210 0.02% 0.02% 647 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 2,736 208 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 28, 2026
AlphaCore Capital LLC History No change 2,736 208 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 06, 2026
PSI Advisors, LLC History No change 2,746 208 0.05% 0.05% 650 0 0.0% Q2 2026 Aug 03, 2026
Morton Brown Family Wealth, LLC History No change 2,698 205 0.05% 0.05% 651 0 0.0% Q2 2026 Jul 21, 2026
Kerusso Capital Management LLC History No change 2,682 204 0.07% 0.07% 652 0 0.0% Q2 2026 Jul 31, 2026
MCF Advisors LLC History No change 2,605 198 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 12, 2026
Napier Financial, LLC History No change 2,483 188 0.04% 0.04% 654 0 0.0% Q2 2026 Jul 31, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,364 180 0.05% 0.05% 655 0 0.0% Q2 2026 Jul 30, 2026
Atlatl Advisers LLC History No change 2,365 180 0.04% 0.04% 656 0 0.0% Q2 2026 Jul 22, 2026
Activest Wealth Management History No change 2,278 173 0.03% 0.03% 657 0 0.0% Q2 2026 Jul 16, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,060 156 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 10, 2026
Independence Bank of Kentucky History No change 1,876 142 0.02% 0.02% 659 0 0.0% Q2 2026 Jul 13, 2026
Signature Equity Partners, LLC History No change 1,696 129 0.06% 0.06% 660 0 0.0% Q2 2026 Jul 30, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,609 122 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,548 117 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 1,442 108 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning Group LLC History No change 1,398 104 0.01% 0.01% 664 0 0.0% Q2 2026 Jul 29, 2026
Highland Investment Advisors LLC History No change 1,373 104 0.05% 0.05% 665 0 0.0% Q2 2026 Aug 13, 2026
Forum Finance Group S.A. History No change 1,584 97 0.03% 0.03% 666 0 0.0% Q2 2026 Aug 14, 2026
Single Point Partners, LLC History No change 13,393 96 0.02% 0.02% 667 0 0.0% Q2 2026 Jul 16, 2026
Horizon Investments, LLC History No change 1,256 95 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 13, 2026
Strengthening Families & Communities, LLC History No change 1,216 92 0.02% 0.02% 669 0 0.0% Q2 2026 Aug 11, 2026
HOWE & RUSLING INC History No change 1,150 87 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Investment Management History No change 1,155 87 0.03% 0.03% 671 0 0.0% Q2 2026 Aug 06, 2026
LifeSteps Financial, Inc. History No change 1,061 80 0.04% 0.04% 672 0 0.0% Q2 2026 Jul 17, 2026
Measured Wealth Private Client Group, LLC History No change 1,025 78 0.02% 0.02% 673 0 0.0% Q2 2026 Aug 10, 2026
Cordgrass Capital Advisors, LLC History No change 1,000 76 0.03% 0.03% 674 0 0.0% Q2 2026 Aug 06, 2026
CX Institutional History No change 960 73 0.0% 0.0% 675 0 0.0% Q3 2026 Oct 02, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 952 72 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 13, 2026
Grove Bank & Trust History No change 935 71 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 07, 2026
Clearstead Trust, LLC History No change 935 71 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 905 68 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 24, 2026
MONTAG A & ASSOCIATES INC History No change 859 65 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 764 58 0.01% 0.01% 681 0 0.0% Q2 2026 Aug 13, 2026
Acumen Wealth Advisors, LLC History No change 724 55 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 03, 2026
Financial Perspectives, Inc History No change 712 54 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisors, Ltd. LLC History No change 697 53 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 16, 2026
Signature Resources Capital Management, LLC History No change 681 51 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 13, 2026
New Republic Capital, LLC History No change 673 51 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 31, 2026
Archer Investment Corp History No change 618 47 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 03, 2026
Comprehensive Financial Planning, Inc./PA History No change 581 44 0.02% 0.02% 688 0 0.0% Q2 2026 Aug 10, 2026
TFC Financial Management, Inc. History No change 568 43 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 23, 2026
WELLINGTON-ALTUS USA INC. History No change 616 42 0.03% 0.03% 690 0 0.0% Q2 2026 Sep 17, 2026
Golden State Wealth Management, LLC History No change 536 40 0.0% 0.0% 691 0 0.0% Q2 2026 Jul 22, 2026
Copia Wealth Management History No change 530 40 0.02% 0.02% 692 0 0.0% Q2 2026 Aug 17, 2026
Rossmore Private Capital History No change 500 38 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 31, 2026
Caitlin John, LLC History No change 500 38 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 17, 2026
LFA - Lugano Financial Advisors SA History No change 499 37 0.02% 0.02% 695 0 0.0% Q2 2026 Jul 28, 2026
Harborfront Financial Group LLC History No change 491 37 0.14% 0.14% 696 0 0.0% Q2 2026 Aug 07, 2026
XP Advisory US, Inc. History No change 480 36 0.02% 0.02% 697 0 0.0% Q2 2026 Jul 30, 2026
Mascoma Wealth Management LLC History No change 465 35 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 447 34 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 466 34 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 22, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 430 32 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 24, 2026
Quantum Portfolio Management LLC History No change 395 30 0.01% 0.01% 702 0 0.0% Q2 2026 Aug 14, 2026
10Elms LLP History No change 400 30 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 14, 2026
Index Technologies Group LLC History No change 395 30 0.02% 0.02% 704 0 0.0% Q2 2026 Aug 14, 2026
MOTCO History No change 310 23 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 31, 2026
FAS Wealth Partners, Inc. History No change 298 22 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 29, 2026
Silver Grove Financial Group, Inc. History No change 292 22 0.01% 0.01% 707 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 264 20 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 13, 2026
Cedar Mountain Advisors, LLC History No change 261 19 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 02, 2026
Covestor Ltd History No change 244 19 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 07, 2026
Godfrey Financial Associates, Inc. History No change 258 19 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 11, 2026
Key Capital Management, INC History No change 259 19 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 27, 2026
Centennial Bank/AR/ History No change 209 15 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 10, 2026
Noble Wealth Management PBC History No change 200 15 0.01% 0.01% 714 0 0.0% Q3 2026 Oct 01, 2026
Geneos Wealth Management Inc. History No change 194 14 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 06, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 197 14 0.01% 0.01% 716 0 0.0% Q2 2026 Aug 14, 2026
Cranbrook Wealth Management, LLC History No change 175 13 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 157 11 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 21, 2026
VANGUARD ADVISERS INC History No change 156 11 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 156 11 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 150 11 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 23, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 145 11 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 13, 2026
BOK Financial Private Wealth, Inc. History No change 144 10 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 07, 2026
Westfuller Advisors, LLC History No change 142 10 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 29, 2026
Front Row Advisors LLC History No change 129 9 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 13, 2026
CKW FINANCIAL GROUP History No change 106 8 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 24, 2026
EPG Wealth Management LLC History No change 117 8 0.0% 0.0% 727 0 0.0% Q2 2026 Jul 28, 2026
Turtle Creek Wealth Advisors, LLC History No change 116 8 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 27, 2026
Pioneer Family Office, LLC History No change 110 8 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History No change 94 7 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 24, 2026
JPL Wealth Management, LLC History No change 94 7 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 85 6 0.0% 0.0% 732 0 0.0% Q2 2026 Aug 11, 2026
BOKF, NA History No change 74 5 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 10, 2026
Smithfield Trust Co History No change 61 5 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History No change 77 5 0.0% 0.0% 735 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Financial Management LLC History No change 70 5 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 28, 2026
Keating Financial Advisory Services, Inc. History No change 59 4 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 40 3 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 29 2 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 23, 2026
BFSG, LLC History No change 32 2 0.0% 0.0% 740 0 0.0% Q2 2026 Jul 20, 2026
NFSG Corp History No change 27 2 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 15 1 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Wealth Planning Services, Inc. History No change 16 1 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 07, 2026
Pflug Koory, LLC History No change 26 1 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 21, 2026
Lloyd Advisory Services, LLC. History No change 16 1 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 07, 2026
Fortis Group Advisors, LLC History No change 20 1 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 24, 2026
Coppell Advisory Solutions LLC History No change 85,904 1 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026