iSHARES TRUST - DGRO

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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Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History No change 21,292,882 1,613,787 0.36% 0.36% 1 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 20,167,455 1,528,491 0.08% 0.08% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 19,247,587 1,458,774 0.09% 0.09% 3 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 17,739,616 1,344,485 2.58% 2.58% 4 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 14,415,274 1,092,677 0.44% 0.44% 5 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 11,158,166 845,677 0.23% 0.23% 6 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 11,099,887 841,260 0.2% 0.2% 7 0 0.0% Q2 2026 Sep 23, 2026
Capital Investment Advisors, LLC History No change 8,497,348 644,014 8.48% 8.48% 8 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 8,168,442 619,085 0.09% 0.09% 9 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 7,235,888 548,407 0.69% 0.69% 10 0 0.0% Q2 2026 Jul 29, 2026
AMERIPRISE FINANCIAL INC History No change 6,839,276 518,523 0.1% 0.1% 11 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 6,839,705 518,381 0.08% 0.08% 12 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 5,857,129 443,911 0.22% 0.22% 13 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 5,305,798 402,126 0.39% 0.39% 14 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 4,988,207 378,056 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 4,968,272 377,340 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 4,578,048 346,970 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 4,564,459 345,940 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 3,502,126 265,426 0.24% 0.24% 19 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 3,363,810 254,943 0.52% 0.52% 20 0 0.0% Q2 2026 Aug 07, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 3,114,188 236,024 1.77% 1.77% 21 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 2,959,117 224,271 0.27% 0.27% 22 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 2,865,667 217,190 0.18% 0.18% 23 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,604,399 197,387 0.11% 0.11% 24 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 2,527,648 191,568 0.2% 0.2% 25 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 2,172,946 164,687 0.53% 0.53% 26 0 0.0% Q2 2026 Jul 28, 2026
OSAIC HOLDINGS, INC. History No change 2,140,640 162,283 0.19% 0.19% 27 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 2,122,891 160,893 4.23% 4.23% 28 0 0.0% Q2 2026 Jul 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 2,036,157 154,320 2.84% 2.84% 29 0 0.0% Q2 2026 Aug 04, 2026
JANE STREET GROUP, LLC History No change 1,709,200 129,540 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 1,530,327 115,983 0.16% 0.16% 31 0 0.0% Q2 2026 Aug 27, 2026
First Command Advisory Services, Inc. History No change 1,443,278 109,365 0.65% 0.65% 32 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 1,441,791 109,273 0.51% 0.51% 33 0 0.0% Q2 2026 Aug 18, 2026
ProVise Management Group, LLC History No change 1,430,575 108,423 7.27% 7.27% 34 0 0.0% Q2 2026 Aug 03, 2026
Dynasty Wealth Management, LLC History No change 1,329,183 100,738 0.75% 0.75% 35 0 0.0% Q2 2026 Aug 13, 2026
Bluespring Wealth Management, LLC History No change 1,327,069 100,578 1.93% 1.93% 36 0 0.0% Q2 2026 Aug 11, 2026
Confluence Wealth Services, Inc. History No change 1,274,825 96,619 2.76% 2.76% 37 0 0.0% Q2 2026 Jul 22, 2026
SHP Wealth Management History No change 1,268,880 96,168 6.61% 6.61% 38 0 0.0% Q2 2026 Aug 11, 2026
Quotient Wealth Partners, LLC History No change 1,263,551 95,764 2.26% 2.26% 39 0 0.0% Q2 2026 Aug 03, 2026
Gratus Wealth Advisors, LLC History No change 1,243,096 94,214 11.99% 11.99% 40 0 0.0% Q2 2026 Jul 20, 2026
HM PAYSON & CO History No change 1,188,167 90,051 1.19% 1.19% 41 0 0.0% Q2 2026 Jul 17, 2026
Seven Springs Wealth Group, LLC History No change 1,183,767 89,717 19.58% 19.58% 42 0 0.0% Q2 2026 Aug 04, 2026
Ledyard National Bank History No change 1,162,346 88,094 7.06% 7.06% 43 0 0.0% Q2 2026 Jul 16, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,125,313 85,287 0.2% 0.2% 44 0 0.0% Q2 2026 Jul 27, 2026
Strategies Wealth Advisors, LLC History No change 1,106,388 83,853 7.5% 7.5% 45 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 1,039,043 78,749 6.07% 6.07% 46 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 980,791 74,334 0.34% 0.34% 47 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 958,011 72,607 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 953,486 72,264 0.22% 0.22% 49 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 930,162 70,497 0.1% 0.1% 50 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 840,366 63,691 2.28% 2.28% 51 0 0.0% Q2 2026 Aug 12, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 839,061 63,592 4.93% 4.93% 52 0 0.0% Q2 2026 Jul 28, 2026
Stonebridge Financial Group, LLC History Reduced 821,294 61,917 4.57% 4.74% 53 -3,931 -0.48% Q3 2026 Oct 01, 2026
Conservest Capital Advisors, Inc. History No change 796,303 60,351 4.8% 4.8% 54 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Concepts LLC History No change 792,612 60,072 0.39% 0.39% 55 0 0.0% Q2 2026 Sep 08, 2026
JGP Wealth Management, LLC History No change 752,651 57,043 5.12% 5.12% 56 0 0.0% Q2 2026 Jul 07, 2026
FIFTH THIRD BANCORP History No change 749,089 56,773 0.09% 0.09% 57 0 0.0% Q2 2026 Aug 05, 2026
FFT WEALTH MANAGEMENT LLC History No change 746,197 56,554 8.86% 8.86% 58 0 0.0% Q2 2026 Jul 27, 2026
J.W. COLE ADVISORS, INC. History No change 734,223 55,646 0.96% 0.96% 59 0 0.0% Q2 2026 Jul 21, 2026
NATIXIS ADVISORS, LLC History No change 729,995 55,326 0.06% 0.06% 60 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 725,570 54,990 0.25% 0.25% 61 0 0.0% Q2 2026 Jul 27, 2026
Sigma Planning Corp History No change 721,444 54,678 1.38% 1.38% 62 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 673,955 51,079 0.08% 0.08% 63 0 0.0% Q2 2026 Aug 13, 2026
Kinetic Wealth Investment Advisors LLC History No change 668,090 50,634 23.87% 23.87% 64 0 0.0% Q2 2026 Sep 02, 2026
Bank of New York Mellon Corp History No change 659,031 49,947 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 06, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 658,931 49,940 7.6% 7.6% 66 0 0.0% Q2 2026 Jul 14, 2026
Focus Partners Wealth History No change 639,958 48,502 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 629,011 47,672 0.24% 0.24% 68 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 604,034 45,779 0.49% 0.49% 69 0 0.0% Q2 2026 Aug 03, 2026
XML Financial, LLC History No change 585,875 44,403 3.23% 3.23% 70 0 0.0% Q2 2026 Jul 24, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 576,397 43,685 0.87% 0.87% 71 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 569,971 43,198 0.08% 0.08% 72 0 0.0% Q2 2026 Aug 05, 2026
Wolff Financial Management LLC History No change 564,374 42,773 8.53% 8.53% 73 0 0.0% Q2 2026 Jul 16, 2026
Waverly Advisors, LLC History No change 558,937 42,361 0.25% 0.25% 74 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 555,535 42,103 0.25% 0.25% 75 0 0.0% Q2 2026 Aug 17, 2026
DAGCO, INC. History No change 541,427 41,034 7.58% 7.58% 76 0 0.0% Q2 2026 Jul 10, 2026
Scott Capital Advisors, LLC History No change 539,471 40,886 6.4% 6.4% 77 0 0.0% Q2 2026 Jul 10, 2026
EARNED WEALTH ADVISORS, LLC History No change 536,322 40,647 2.62% 2.62% 78 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 521,597 39,531 0.37% 0.37% 79 0 0.0% Q2 2026 Aug 14, 2026
Auto-Owners Insurance Co History No change 514,500 38,993 0.88% 0.88% 80 0 0.0% Q2 2026 Jul 15, 2026
FORM Wealth Advisors, LLC History No change 507,127 38,435 4.23% 4.23% 81 0 0.0% Q2 2026 Jul 10, 2026
FIFTH THIRD SECURITIES, INC. History No change 506,229 38,367 2.19% 2.19% 82 0 0.0% Q2 2026 Jul 15, 2026
Hughes Financial Services, LLC History No change 483,103 36,614 4.85% 4.85% 83 0 0.0% Q2 2026 Jul 20, 2026
Capital Analysts, LLC History No change 453,330 34,358 0.79% 0.79% 84 0 0.0% Q2 2026 Aug 05, 2026
Silver Coast Investments LLC History No change 447,671 33,928 10.1% 10.1% 85 0 0.0% Q2 2026 Jul 24, 2026
TRB Wealth Management, LLC History No change 447,648 33,927 4.52% 4.52% 86 0 0.0% Q2 2026 Aug 11, 2026
Altus Wealth Management, LLC History No change 444,824 33,713 12.98% 12.98% 87 0 0.0% Q2 2026 Jul 21, 2026
Stratos Wealth Partners, LTD. History No change 439,883 33,338 0.34% 0.34% 88 0 0.0% Q2 2026 Aug 11, 2026
Compass Ion Advisors, LLC History No change 428,139 32,448 2.8% 2.8% 89 0 0.0% Q2 2026 Aug 12, 2026
D'Orazio & Associates, Inc. History No change 422,469 32,018 3.71% 3.71% 90 0 0.0% Q2 2026 Jul 28, 2026
Provident Wealth Management, LLC History No change 421,678 31,959 8.23% 8.23% 91 0 0.0% Q2 2026 Aug 04, 2026
Legacy Financial Strategies, LLC History No change 418,414 31,711 4.91% 4.91% 92 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 411,438 31,705 0.05% 0.05% 93 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 416,883 31,595 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 13, 2026
SWEENEY & MICHEL, LLC History No change 385,673 30,649 8.05% 8.05% 95 0 0.0% Q2 2026 Aug 10, 2026
Alliance Wealth Advisors, LLC History No change 401,517 30,430 9.89% 9.89% 96 0 0.0% Q2 2026 Jul 09, 2026
Gotham Asset Management, LLC History No change 397,769 30,146 0.07% 0.07% 97 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 394,229 29,878 0.05% 0.05% 98 0 0.0% Q2 2026 Aug 13, 2026
Presidio Capital Management, LLC History No change 393,622 29,832 7.46% 7.46% 99 0 0.0% Q2 2026 Jul 14, 2026
Adirondack Capital Advisors, LLC History No change 389,302 29,505 15.82% 15.82% 100 0 0.0% Q2 2026 Jul 10, 2026
&PARTNERS History No change 382,727 29,055 0.12% 0.12% 101 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 375,939 28,492 0.0% 0.0% 102 0 0.0% Q2 2026 Sep 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 369,200 27,981 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 362,153 27,447 5.24% 5.24% 104 0 0.0% Q2 2026 Aug 07, 2026
SVRN Asset Management, LLC History No change 352,342 26,703 13.73% 13.73% 105 0 0.0% Q2 2026 Aug 14, 2026
Davidson Capital Management Inc. History No change 351,056 26,606 4.26% 4.26% 106 0 0.0% Q2 2026 Jul 28, 2026
Summit Investment Advisory Services, LLC History No change 339,666 25,743 6.46% 6.46% 107 0 0.0% Q2 2026 Jul 24, 2026
Regent Peak Wealth Advisors LLC History No change 334,542 25,354 4.69% 4.69% 108 0 0.0% Q2 2026 Jul 10, 2026
Atria Investments, Inc History No change 333,705 25,291 0.25% 0.25% 109 0 0.0% Q2 2026 Jul 28, 2026
REGIONS FINANCIAL CORP History No change 332,548 25,203 0.15% 0.15% 110 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 331,194 25,101 0.3% 0.3% 111 0 0.0% Q2 2026 Aug 18, 2026
Buck Wealth Strategies, LLC History No change 326,243 24,725 2.59% 2.59% 112 0 0.0% Q2 2026 Jul 30, 2026
Meridian Financial Partners LLC History No change 317,378 24,628 8.4% 8.4% 113 0 0.0% Q2 2026 Jul 24, 2026
Allegheny Financial Group History No change 323,740 24,536 2.6% 2.6% 114 0 0.0% Q2 2026 Jul 22, 2026
CHOREO, LLC History No change 322,205 24,419 0.27% 0.27% 115 0 0.0% Q2 2026 Aug 04, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 318,100 24,108 1.36% 1.36% 116 0 0.0% Q2 2026 Aug 05, 2026
Capital Advisors, Ltd. LLC History No change 317,525 24,065 2.43% 2.43% 117 0 0.0% Q2 2026 Jul 16, 2026
Powers Advisory Group, LLC History No change 317,138 24,035 7.53% 7.53% 118 0 0.0% Q2 2026 Jul 31, 2026
MAI Capital Management History No change 315,607 23,919 0.09% 0.09% 119 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 310,091 23,512 0.34% 0.34% 120 0 0.0% Q2 2026 Jul 15, 2026
DAVENPORT & Co LLC History No change 309,991 23,494 0.12% 0.12% 121 0 0.0% Q2 2026 Jul 13, 2026
VICUS CAPITAL History No change 309,153 23,430 1.51% 1.51% 122 0 0.0% Q2 2026 Aug 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 307,634 23,320 0.13% 0.13% 123 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Advisors History No change 305,817 23,177 1.61% 1.61% 124 0 0.0% Q2 2026 Aug 11, 2026
MORTON COMMUNITY BANK History No change 300,284 22,758 4.63% 4.63% 125 0 0.0% Q2 2026 Aug 14, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 298,595 22,630 1.15% 1.15% 126 0 0.0% Q2 2026 Sep 11, 2026
Robertson Stephens Wealth Management, LLC History No change 289,676 21,954 0.54% 0.54% 127 0 0.0% Q2 2026 Jul 29, 2026
EverSource Wealth Advisors, LLC History No change 275,263 20,862 0.7% 0.7% 128 0 0.0% Q2 2026 Jul 24, 2026
HB Wealth Management, LLC History No change 274,583 20,810 0.12% 0.12% 129 0 0.0% Q2 2026 Jul 29, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 267,041 20,239 4.9% 4.9% 130 0 0.0% Q2 2026 Jul 09, 2026
Madison Wealth Partners, Inc History No change 266,037 20,162 2.57% 2.57% 131 0 0.0% Q2 2026 Aug 12, 2026
WealthPlan Investment Management, LLC History No change 265,749 20,141 1.0% 1.0% 132 0 0.0% Q2 2026 Jul 28, 2026
Atwater Malick LLC History No change 264,081 20,014 4.36% 4.36% 133 0 0.0% Q2 2026 Jul 27, 2026
Envestnet Portfolio Solutions, Inc. History No change 263,828 19,995 0.1% 0.1% 134 0 0.0% Q2 2026 Sep 23, 2026
W1M Asset Management Ltd History No change 260,961 19,775 0.18% 0.18% 135 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 259,102 19,637 0.3% 0.3% 136 0 0.0% Q2 2026 Aug 06, 2026
Accel Wealth Management History No change 258,988 19,628 4.42% 4.42% 137 0 0.0% Q2 2026 Jul 10, 2026
Objectivity Squared, LLC History No change 257,674 19,529 11.0% 11.0% 138 0 0.0% Q2 2026 Aug 07, 2026
VERUS CAPITAL PARTNERS, LLC History No change 255,392 19,356 1.05% 1.05% 139 0 0.0% Q2 2026 Aug 06, 2026
Mutual Advisors, LLC History No change 255,329 19,351 0.36% 0.36% 140 0 0.0% Q2 2026 Aug 14, 2026
46 Peaks LLC History No change 243,630 18,464 11.61% 11.61% 141 0 0.0% Q2 2026 Aug 04, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 243,115 18,425 3.4% 3.4% 142 0 0.0% Q2 2026 Aug 06, 2026
Rooted Wealth Advisors, Inc. History No change 242,848 18,405 4.51% 4.51% 143 0 0.0% Q2 2026 Jul 28, 2026
Capital Planning LLC History No change 240,778 18,248 5.31% 5.31% 144 0 0.0% Q2 2026 Jul 22, 2026
IFS Advisors, LLC History No change 240,027 18,191 8.71% 8.71% 145 0 0.0% Q2 2026 Aug 10, 2026
truNorth Financial Services, Inc. History No change 236,045 17,889 16.02% 16.02% 146 0 0.0% Q2 2026 Jul 30, 2026
LifeGoal Investments, LLC History No change 232,615 17,629 8.07% 8.07% 147 0 0.0% Q2 2026 Jul 08, 2026
PFS Partners, LLC History No change 231,763 17,565 7.11% 7.11% 148 0 0.0% Q2 2026 Jul 20, 2026
Tandem Wealth Advisors LLC History No change 231,146 17,518 6.97% 6.97% 149 0 0.0% Q2 2026 Aug 13, 2026
FourThought Financial Partners, LLC History No change 224,977 17,050 1.32% 1.32% 150 0 0.0% Q2 2026 Aug 12, 2026
PSI Advisors, LLC History No change 222,060 16,829 3.91% 3.91% 151 0 0.0% Q2 2026 Aug 03, 2026
Dynamic Advisor Solutions LLC History No change 220,075 16,679 0.47% 0.47% 152 0 0.0% Q2 2026 Jul 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 218,684 16,574 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 19, 2026
Well Done, LLC History No change 218,014 16,523 2.22% 2.22% 154 0 0.0% Q2 2026 Jul 24, 2026
Eagle Strategies LLC History No change 216,385 16,399 1.63% 1.63% 155 0 0.0% Q2 2026 Jul 21, 2026
KOM Wealth Management Group, LLC History No change 206,662 15,662 9.46% 9.46% 156 0 0.0% Q2 2026 Jul 23, 2026
Planning Strategies Inc. History Added to 205,989 15,529 9.19% 9.71% 157 +633 0.31% Q3 2026 Oct 02, 2026
FC Advisory LLC History Added to 205,021 15,456 4.05% 4.0% 158 +5,648 2.83% Q3 2026 Oct 05, 2026
TBH Global Asset Management, LLC History No change 202,793 15,369 2.82% 2.82% 159 0 0.0% Q2 2026 Aug 05, 2026
Twelve Points Wealth Management LLC History No change 202,235 15,327 3.07% 3.07% 160 0 0.0% Q2 2026 Aug 07, 2026
Argent Advisors, Inc. History No change 201,942 15,305 3.83% 3.83% 161 0 0.0% Q2 2026 Aug 05, 2026
Beaumont Financial Advisors, LLC History No change 200,797 15,218 0.97% 0.97% 162 0 0.0% Q2 2026 Aug 04, 2026
Stratos Investment Management, LLC History No change 200,621 15,205 0.55% 0.55% 163 0 0.0% Q2 2026 Aug 11, 2026
Gimbal Financial History No change 199,017 15,083 9.27% 9.27% 164 0 0.0% Q2 2026 Aug 04, 2026
WealthShield Partners, LLC History No change 198,534 15,046 2.3% 2.3% 165 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 197,951 15,002 0.13% 0.13% 166 0 0.0% Q2 2026 Jul 27, 2026
WealthPLAN Partners, LLC History No change 197,583 14,974 2.86% 2.86% 167 0 0.0% Q2 2026 Jul 28, 2026
Churchill Financial Advisors, LLC History No change 197,441 14,964 2.88% 2.88% 168 0 0.0% Q2 2026 Jul 15, 2026
Karpus Management, Inc. History No change 196,580 14,898 0.43% 0.43% 169 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 195,870 14,844 0.46% 0.46% 170 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 195,545 14,820 0.04% 0.04% 171 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 191,180 14,489 0.6% 0.6% 172 0 0.0% Q2 2026 Aug 06, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 189,213 14,340 1.69% 1.69% 173 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 183,920 13,939 0.15% 0.15% 174 0 0.0% Q2 2026 Jul 28, 2026
Arkadios Wealth Advisors History No change 183,918 13,939 0.21% 0.21% 175 0 0.0% Q2 2026 Aug 10, 2026
Valmark Advisers, Inc. History No change 183,544 13,910 0.15% 0.15% 176 0 0.0% Q2 2026 Aug 06, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 181,702 13,771 6.64% 6.64% 177 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 179,066 13,571 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 14, 2026
Journey Advisory Group, LLC History No change 175,501 13,301 1.02% 1.02% 179 0 0.0% Q2 2026 Aug 04, 2026
Atlas Private Wealth Advisors History No change 175,430 13,295 2.91% 2.91% 180 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Wealth Management, LLC History No change 173,693 13,164 0.57% 0.57% 181 0 0.0% Q2 2026 Jul 22, 2026
TriaGen Wealth Management LLC History No change 172,855 13,100 3.28% 3.28% 182 0 0.0% Q2 2026 Jul 21, 2026
Rothschild Wealth LLC History No change 172,085 13,042 1.04% 1.04% 183 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 171,292 12,982 0.06% 0.06% 184 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 170,472 12,920 0.41% 0.41% 185 0 0.0% Q2 2026 Jul 27, 2026
STEPHENS INC /AR/ History No change 169,242 12,826 0.14% 0.14% 186 0 0.0% Q2 2026 Jul 29, 2026
Advisory Services Network, LLC History No change 166,849 12,645 0.14% 0.14% 187 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 165,451 12,539 0.02% 0.02% 188 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Co / SC History No change 165,404 12,535 1.59% 1.59% 189 0 0.0% Q2 2026 Aug 11, 2026
Gallagher Fiduciary Advisors, LLC History No change 163,676 12,404 0.41% 0.41% 190 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 162,827 12,340 0.23% 0.23% 191 0 0.0% Q2 2026 Jul 28, 2026
Aptus Capital Advisors, LLC History No change 162,707 12,331 0.08% 0.08% 192 0 0.0% Q2 2026 Aug 12, 2026
Fairway Financial, LLC History No change 161,709 12,255 8.38% 8.38% 193 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 156,492 11,947 0.04% 0.04% 194 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 157,628 11,946 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 03, 2026
COFG Advisors, LLC History No change 156,900 11,891 2.05% 2.05% 196 0 0.0% Q2 2026 Aug 14, 2026
KPP Advisory Services LLC History No change 156,523 11,862 1.5% 1.5% 197 0 0.0% Q2 2026 Jul 24, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 154,866 11,737 5.74% 5.74% 198 0 0.0% Q2 2026 Jul 29, 2026
OneDigital Investment Advisors LLC History No change 153,213 11,612 0.1% 0.1% 199 0 0.0% Q2 2026 Aug 06, 2026
Targeted Financial Services LLC History No change 152,836 11,583 8.55% 8.55% 200 0 0.0% Q2 2026 Jul 16, 2026
DAVIDSON INVESTMENT ADVISORS History No change 151,090 11,451 0.47% 0.47% 201 0 0.0% Q2 2026 Jul 21, 2026
CVA Family Office, LLC History No change 150,918 11,438 1.04% 1.04% 202 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 150,697 11,421 0.13% 0.13% 203 0 0.0% Q2 2026 Aug 12, 2026
Capital International Investors History No change 150,174 11,381 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 12, 2026
Forbes Financial Planning, Inc. History No change 148,966 11,290 6.06% 6.06% 205 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 148,082 11,223 0.69% 0.69% 206 0 0.0% Q2 2026 Aug 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 147,532 11,181 0.54% 0.54% 207 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 146,650 11,114 0.09% 0.09% 208 0 0.0% Q2 2026 Aug 14, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 146,031 11,067 1.91% 1.91% 209 0 0.0% Q2 2026 Aug 04, 2026
SFAM, LLC History No change 145,800 11,050 9.01% 9.01% 210 0 0.0% Q2 2026 Aug 13, 2026
FORTE ASSET MANAGEMENT LLC History No change 143,805 10,898 4.45% 4.45% 211 0 0.0% Q2 2026 Jul 21, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 143,317 10,862 0.17% 0.17% 212 0 0.0% Q2 2026 Aug 03, 2026
FIRST FOUNDATION ADVISORS History No change 143,182 10,851 0.39% 0.39% 213 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 142,925 10,832 0.54% 0.54% 214 0 0.0% Q2 2026 Aug 10, 2026
Modus Advisors, LLC History No change 141,840 10,750 2.65% 2.65% 215 0 0.0% Q2 2026 Aug 03, 2026
Legacy Financial Advisors, Inc. History No change 141,800 10,747 1.31% 1.31% 216 0 0.0% Q2 2026 Aug 05, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 154,736 10,741 1.51% 1.51% 217 0 0.0% Q2 2026 Aug 11, 2026
Shepherd Financial Partners LLC History No change 141,358 10,713 0.88% 0.88% 218 0 0.0% Q2 2026 Aug 10, 2026
Princeton Global Asset Management LLC History No change 139,603 10,580 1.52% 1.52% 219 0 0.0% Q2 2026 Jul 16, 2026
D.A. DAVIDSON & CO. History No change 139,388 10,564 0.06% 0.06% 220 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 139,331 10,559 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 139,275 10,555 0.4% 0.4% 222 0 0.0% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History No change 139,109 10,543 0.52% 0.52% 223 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History No change 138,845 10,508 0.17% 0.17% 224 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 136,653 10,356 0.14% 0.14% 225 0 0.0% Q2 2026 Aug 12, 2026
HF Advisory Group, LLC History No change 136,472 10,343 3.2% 3.2% 226 0 0.0% Q2 2026 Jul 08, 2026
Capital Investment Counsel, LLC History No change 135,187 10,245 1.27% 1.27% 227 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 135,126 10,241 0.21% 0.21% 228 0 0.0% Q2 2026 Aug 14, 2026
Premier Path Wealth Partners, LLC History No change 134,517 10,195 1.17% 1.17% 229 0 0.0% Q2 2026 Jul 21, 2026
Strategic Blueprint, LLC History No change 134,239 10,173 0.51% 0.51% 230 0 0.0% Q2 2026 Jul 23, 2026
Bernard Wealth Management Corp. History No change 131,993 10,003 3.69% 3.69% 231 0 0.0% Q2 2026 Aug 21, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 131,651 9,977 2.39% 2.39% 232 0 0.0% Q2 2026 Aug 10, 2026
Custos Family Office, LLC History No change 130,066 9,857 5.91% 5.91% 233 0 0.0% Q2 2026 Aug 19, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 129,588 9,821 0.1% 0.1% 234 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 126,951 9,621 1.26% 1.26% 235 0 0.0% Q2 2026 Jul 16, 2026
Stonebridge Financial Planning Group, LLC History No change 126,480 9,585 3.05% 3.05% 236 0 0.0% Q2 2026 Jul 31, 2026
Wright Wealth LLC History No change 125,618 9,520 5.72% 5.72% 237 0 0.0% Q2 2026 Jul 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 125,526 9,513 0.43% 0.43% 238 0 0.0% Q2 2026 Jul 24, 2026
Royal Fund Management, LLC History No change 125,302 9,496 0.79% 0.79% 239 0 0.0% Q2 2026 Jul 20, 2026
Philip James Wealth Mangement, LLC History No change 125,283 9,486 1.07% 1.07% 240 0 0.0% Q2 2026 Jul 27, 2026
B. Riley Wealth Advisors, Inc. History No change 123,793 9,402 0.5% 0.5% 241 0 0.0% Q2 2026 Jul 14, 2026
Meridian Financial Advisors, LLC History No change 123,859 9,387 4.51% 4.51% 242 0 0.0% Q2 2026 Jul 22, 2026
GC Wealth Management RIA, LLC History No change 123,600 9,367 0.54% 0.54% 243 0 0.0% Q2 2026 Jul 16, 2026
Hoese & Co LLP History No change 123,301 9,344 6.07% 6.07% 244 0 0.0% Q2 2026 Jul 14, 2026
AlphaCore Capital LLC History No change 122,979 9,320 0.17% 0.17% 245 0 0.0% Q2 2026 Aug 06, 2026
YARGER WEALTH STRATEGIES, LLC History No change 120,776 9,307 3.34% 3.34% 246 0 0.0% Q2 2026 Jul 14, 2026
HighPoint Advisor Group LLC History No change 121,680 9,222 0.32% 0.32% 247 0 0.0% Q2 2026 Aug 05, 2026
Hubbell Strickland Wealth Management, LLC History No change 121,244 9,189 3.32% 3.32% 248 0 0.0% Q2 2026 Jul 29, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 120,701 9,147 0.91% 0.91% 249 0 0.0% Q2 2026 Jul 13, 2026
Johnson & White Wealth Management, LLC History No change 120,428 9,127 3.41% 3.41% 250 0 0.0% Q2 2026 Jul 16, 2026
NorthRock Partners, LLC History No change 119,358 9,046 0.13% 0.13% 251 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 119,253 9,038 0.06% 0.06% 252 0 0.0% Q2 2026 Jul 20, 2026
Arkos Global Advisors History No change 118,916 9,013 1.07% 1.07% 253 0 0.0% Q2 2026 Aug 14, 2026
Madson Wealth Advisors Inc History No change 118,526 8,983 6.11% 6.11% 254 0 0.0% Q2 2026 Jul 21, 2026
Sound View Wealth Advisors Group, LLC History No change 118,154 8,954 0.56% 0.56% 255 0 0.0% Q2 2026 Aug 11, 2026
ADG Wealth Management Group, LLC History No change 117,512 8,906 5.65% 5.65% 256 0 0.0% Q2 2026 Jul 27, 2026
Lineweaver Wealth Advisors, LLC History No change 115,466 8,751 1.04% 1.04% 257 0 0.0% Q2 2026 Jul 09, 2026
Prota Financial, LLC History Added to 115,968 8,748 5.59% 5.72% 258 +1,853 1.62% Q3 2026 Oct 08, 2026
Avidian Wealth Enterprises, LLC History No change 115,370 8,743 0.24% 0.24% 259 0 0.0% Q2 2026 Jul 24, 2026
Professional Financial Advisors, LLC History No change 115,292 8,738 1.51% 1.51% 260 0 0.0% Q2 2026 Jul 09, 2026
Coastal Bridge Advisors, LLC History No change 115,195 8,730 0.54% 0.54% 261 0 0.0% Q2 2026 Aug 17, 2026
Cresset Asset Management, LLC History No change 115,068 8,721 0.03% 0.03% 262 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 115,058 8,720 1.95% 1.95% 263 0 0.0% Q2 2026 Jul 27, 2026
Autumn Glory Partners, LLC History No change 114,631 8,687 2.46% 2.46% 264 0 0.0% Q2 2026 Aug 03, 2026
Quad-Cities Investment Group, LLC History No change 114,293 8,662 3.11% 3.11% 265 0 0.0% Q2 2026 Jul 07, 2026
Brookstone Capital Management History No change 114,039 8,642 0.09% 0.09% 266 0 0.0% Q2 2026 Jul 15, 2026
Pearl Planning LLC History No change 113,556 8,606 3.96% 3.96% 267 0 0.0% Q2 2026 Jul 21, 2026
EQ LLC History No change 113,532 8,604 2.11% 2.11% 268 0 0.0% Q2 2026 Jul 23, 2026
Crumly & Associates Inc. History Reduced 113,101 8,526 1.51% 1.66% 269 -1,462 -1.28% Q3 2026 Oct 07, 2026
Matisse Capital History No change 111,661 8,462 3.39% 3.39% 270 0 0.0% Q2 2026 Aug 12, 2026
TME FINANCIAL, INC. History No change 111,584 8,456 5.22% 5.22% 271 0 0.0% Q2 2026 Jul 23, 2026
Integrated Investment Consultants, LLC History No change 110,844 8,400 1.65% 1.65% 272 0 0.0% Q2 2026 Aug 17, 2026
SOA Wealth Advisors, LLC. History No change 110,648 8,386 1.41% 1.41% 273 0 0.0% Q2 2026 Jul 21, 2026
LGL PARTNERS, LLC History No change 110,630 8,384 3.07% 3.07% 274 0 0.0% Q2 2026 Jul 27, 2026
Houlihan Financial Resource Group, Ltd. History No change 110,498 8,374 2.98% 2.98% 275 0 0.0% Q2 2026 Aug 10, 2026
Keeler Thomas Management LLC History No change 110,156 8,348 2.96% 2.96% 276 0 0.0% Q2 2026 Jul 29, 2026
Physician Wealth Advisors, Inc. History No change 107,581 8,153 0.97% 0.97% 277 0 0.0% Q2 2026 Jul 20, 2026
Fiduciary Alliance LLC History No change 107,569 8,152 0.55% 0.55% 278 0 0.0% Q2 2026 Jul 20, 2026
AtlasMark Financial, Inc History No change 106,864 8,099 3.99% 3.99% 279 0 0.0% Q2 2026 Aug 17, 2026
TUDOR INVESTMENT CORP ET AL History No change 106,824 8,096 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 14, 2026
FLAGSTAR SECURITIES, INC History No change 106,728 8,088 2.44% 2.44% 281 0 0.0% Q2 2026 Jul 15, 2026
IEQ CAPITAL, LLC History No change 106,477 8,069 0.04% 0.04% 282 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 106,210 8,049 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 102,799 8,038 0.13% 0.13% 284 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 102,799 8,038 0.13% 0.13% 285 0 0.0% Q2 2026 Jul 29, 2026
NORTHERN TRUST CORP History No change 104,774 7,940 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
Alhambra Investment Management LLC History No change 104,316 7,906 3.45% 3.45% 287 0 0.0% Q2 2026 Jul 16, 2026
Tempo Wealth, LLC History No change 104,195 7,896 1.17% 1.17% 288 0 0.0% Q2 2026 Jul 27, 2026
Arax Advisory Partners History No change 103,972 7,880 0.05% 0.05% 289 0 0.0% Q2 2026 Aug 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 103,646 7,855 0.32% 0.32% 290 0 0.0% Q2 2026 Jul 27, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 103,388 7,835 1.61% 1.61% 291 0 0.0% Q2 2026 Jul 17, 2026
LEIGH BALDWIN & CO., LLC History No change 103,228 7,823 4.21% 4.21% 292 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 103,140 7,817 0.49% 0.49% 293 0 0.0% Q2 2026 Jul 30, 2026
Geneos Wealth Management Inc. History No change 101,540 7,695 0.16% 0.16% 294 0 0.0% Q2 2026 Aug 06, 2026
Carr Financial Group Corp History No change 101,447 7,688 1.77% 1.77% 295 0 0.0% Q2 2026 Aug 06, 2026
Connecticut Wealth Management, LLC History No change 101,054 7,658 0.28% 0.28% 296 0 0.0% Q2 2026 Jul 29, 2026
EP Wealth Advisors, LLC History No change 100,823 7,641 0.03% 0.03% 297 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 99,517 7,542 0.53% 0.53% 298 0 0.0% Q2 2026 Jul 07, 2026
Towercrest Capital Management History No change 97,675 7,403 1.03% 1.03% 299 0 0.0% Q2 2026 Aug 03, 2026
Concord Wealth Partners History No change 96,747 7,332 0.84% 0.84% 300 0 0.0% Q2 2026 Jul 27, 2026
TD Waterhouse Canada Inc. History No change 96,188 7,327 0.02% 0.02% 301 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 96,206 7,291 0.3% 0.3% 302 0 0.0% Q2 2026 Aug 10, 2026
SMITH, MOORE & CO. History No change 96,160 7,287 0.47% 0.47% 303 0 0.0% Q2 2026 Aug 12, 2026
Wealth Group Ltd History Reduced 94,815 7,184 1.33% 1.45% 304 -5,287 -5.28% Q3 2026 Oct 07, 2026
Wealthcare Advisory Partners LLC History No change 94,180 7,137 0.14% 0.14% 305 0 0.0% Q2 2026 Jul 09, 2026
Nest Investments, LLC History No change 91,960 6,969 5.29% 5.29% 306 0 0.0% Q2 2026 Aug 14, 2026
Flagship Capital Management Inc. History No change 91,144 6,907 4.36% 4.36% 307 0 0.0% Q2 2026 Jul 21, 2026
Talon Private Wealth, LLC History No change 89,739 6,801 0.8% 0.8% 308 0 0.0% Q2 2026 Sep 11, 2026
Larson Financial Group LLC History No change 89,612 6,791 0.18% 0.18% 309 0 0.0% Q2 2026 Aug 14, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 88,429 6,702 1.07% 1.07% 310 0 0.0% Q2 2026 Jul 24, 2026
IHT Wealth Management, LLC History No change 87,169 6,606 0.14% 0.14% 311 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 86,080 6,523 0.75% 0.75% 312 0 0.0% Q2 2026 Jul 15, 2026
Visionary Wealth Advisors History No change 85,249 6,461 0.26% 0.26% 313 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 85,261 6,461 0.06% 0.06% 314 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History No change 85,103 6,449 0.24% 0.24% 315 0 0.0% Q2 2026 Jul 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 82,340 6,240 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 82,188 6,229 0.34% 0.34% 317 0 0.0% Q2 2026 Aug 11, 2026
DDFG, Inc History No change 81,918 6,208 1.23% 1.23% 318 0 0.0% Q2 2026 Jul 28, 2026
Cascade Financial Partners, LLC History No change 81,697 6,191 0.54% 0.54% 319 0 0.0% Q2 2026 Aug 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 80,425 6,095 0.17% 0.17% 320 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History No change 79,332 6,012 0.17% 0.17% 321 0 0.0% Q2 2026 Aug 03, 2026
PRINCIPAL SECURITIES, INC. History No change 79,163 5,999 0.07% 0.07% 322 0 0.0% Q2 2026 Aug 04, 2026
Sequoia Financial Advisors, LLC History No change 78,940 5,982 0.03% 0.03% 323 0 0.0% Q2 2026 Jul 17, 2026
BENJAMIN EDWARDS INC History No change 78,186 5,925 0.05% 0.05% 324 0 0.0% Q2 2026 Jul 24, 2026
Cornell Pochily Investment Advisors, Inc. History No change 77,902 5,904 1.59% 1.59% 325 0 0.0% Q2 2026 Jul 15, 2026
Western Wealth Management, LLC History No change 77,133 5,845 0.19% 0.19% 326 0 0.0% Q2 2026 Aug 14, 2026
Cadia Private Client LLC History No change 76,459 5,794 4.16% 4.16% 327 0 0.0% Q2 2026 Aug 11, 2026
Smith Thornton Advisors LLC History No change 74,995 5,790 2.55% 2.55% 328 0 0.0% Q2 2026 Jul 14, 2026
Endowment Wealth Management, Inc. History No change 75,683 5,735 2.22% 2.22% 329 0 0.0% Q2 2026 Aug 05, 2026
JPL Wealth Management, LLC History No change 75,661 5,734 1.14% 1.14% 330 0 0.0% Q2 2026 Aug 13, 2026
PACIFIC FINANCIAL GROUP INC History No change 75,554 5,726 2.74% 2.74% 331 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 74,958 5,681 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 12, 2026
Keenan, LLC History No change 74,415 5,639 3.98% 3.98% 333 0 0.0% Q2 2026 Aug 07, 2026
PINNACLE ASSOCIATES LTD History No change 74,075 5,614 0.06% 0.06% 334 0 0.0% Q2 2026 Aug 03, 2026
CARLSON FINANCIAL, INC. History No change 74,069 5,614 2.86% 2.86% 335 0 0.0% Q2 2026 Aug 24, 2026
Concord Asset Management, LLC/VA History No change 74,019 5,609 0.87% 0.87% 336 0 0.0% Q2 2026 Jul 27, 2026
Financial Perspectives, Inc History No change 73,747 5,589 1.36% 1.36% 337 0 0.0% Q2 2026 Jul 24, 2026
Glen Eagle Advisors, LLC History No change 73,418 5,564 0.7% 0.7% 338 0 0.0% Q2 2026 Aug 14, 2026
Accretive Wealth Partners, LLC History No change 72,373 5,485 1.33% 1.33% 339 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 72,364 5,484 0.03% 0.03% 340 0 0.0% Q2 2026 Jul 20, 2026
Composition Wealth, LLC History No change 72,108 5,465 0.06% 0.06% 341 0 0.0% Q2 2026 Jul 22, 2026
World Investment Advisors History No change 77,187 5,453 0.09% 0.09% 342 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 71,862 5,445 0.09% 0.09% 343 0 0.0% Q2 2026 Aug 10, 2026
First Heartland Consultants, Inc. History No change 71,070 5,386 0.35% 0.35% 344 0 0.0% Q2 2026 Jul 08, 2026
IFP Advisors, Inc History No change 69,089 5,236 0.09% 0.09% 345 0 0.0% Q2 2026 Jul 20, 2026
INTEGRITY ALLIANCE, LLC. History No change 68,791 5,213 0.16% 0.16% 346 0 0.0% Q2 2026 Jul 31, 2026
JB Capital LLC History No change 68,743 5,210 0.18% 0.18% 347 0 0.0% Q2 2026 Jul 29, 2026
Ayrshire Capital Management LLC History No change 68,474 5,189 2.43% 2.43% 348 0 0.0% Q2 2026 Jul 14, 2026
Quantinno Capital Management LP History No change 68,263 5,173 0.01% 0.01% 349 0 0.0% Q2 2026 Aug 13, 2026
Samalin Investment Counsel, LLC History No change 67,588 5,122 1.6% 1.6% 350 0 0.0% Q2 2026 Jul 27, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 66,700 5,055 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 13, 2026
Verdence Capital Advisors LLC History No change 66,150 5,013 0.26% 0.26% 352 0 0.0% Q2 2026 Jul 29, 2026
Tranquility Partners, LLC History No change 65,479 4,962 1.71% 1.71% 353 0 0.0% Q2 2026 Jul 23, 2026
HOWE & RUSLING INC History No change 65,331 4,951 0.29% 0.29% 354 0 0.0% Q2 2026 Aug 10, 2026
CALTON & ASSOCIATES, INC. History No change 65,132 4,936 0.72% 0.72% 355 0 0.0% Q2 2026 Aug 10, 2026
Beacon Financial Advisory LLC History No change 65,070 4,931 0.97% 0.97% 356 0 0.0% Q2 2026 Aug 05, 2026
Lynch Investment Planning, LLC History No change 64,725 4,905 3.77% 3.77% 357 0 0.0% Q2 2026 Jul 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 64,106 4,858 0.24% 0.24% 358 0 0.0% Q2 2026 Jul 20, 2026
Chicago Partners Investment Group LLC History No change 62,576 4,830 0.1% 0.1% 359 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 63,281 4,796 0.09% 0.09% 360 0 0.0% Q2 2026 Aug 12, 2026
SevenBridge Financial Group, LLC History No change 60,110 4,776 0.7% 0.7% 361 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 62,200 4,714 0.26% 0.26% 362 0 0.0% Q2 2026 Aug 14, 2026
Arete Wealth Advisors, LLC History No change 61,846 4,687 0.31% 0.31% 363 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 61,412 4,654 0.04% 0.04% 364 0 0.0% Q2 2026 Sep 23, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 61,382 4,652 0.31% 0.31% 365 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History No change 61,277 4,644 0.04% 0.04% 366 0 0.0% Q2 2026 Jul 17, 2026
Beacon Bridge Wealth Partners, LLC History No change 60,798 4,607 1.31% 1.31% 367 0 0.0% Q2 2026 Aug 05, 2026
Family Legacy, Inc. History No change 59,888 4,538 1.21% 1.21% 368 0 0.0% Q2 2026 Aug 06, 2026
Intellus Advisors LLC History No change 59,718 4,525 0.55% 0.55% 369 0 0.0% Q2 2026 Aug 12, 2026
Goldstone Financial Group, LLC History No change 59,364 4,499 0.41% 0.41% 370 0 0.0% Q2 2026 Aug 11, 2026
Perennial Investment Advisors, LLC History No change 58,559 4,438 0.29% 0.29% 371 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 58,445 4,429 0.08% 0.08% 372 0 0.0% Q2 2026 Jul 31, 2026
RFG Advisory, LLC History No change 58,285 4,417 0.07% 0.07% 373 0 0.0% Q2 2026 Jul 15, 2026
Clarity Asset Management, Inc. History No change 58,024 4,397 2.16% 2.16% 374 0 0.0% Q2 2026 Jul 16, 2026
Measured Wealth Private Client Group, LLC History No change 57,981 4,394 1.06% 1.06% 375 0 0.0% Q2 2026 Aug 10, 2026
Vista Cima Wealth Management LLC History No change 57,825 4,382 3.26% 3.26% 376 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 57,768 4,378 0.04% 0.04% 377 0 0.0% Q2 2026 Aug 06, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 57,654 4,369 0.08% 0.08% 378 0 0.0% Q2 2026 Jul 15, 2026
FOCUSED ALPHA, LLC History No change 57,543 4,361 1.12% 1.12% 379 0 0.0% Q2 2026 Aug 07, 2026
Riverbend Wealth Management, LLC History No change 56,964 4,317 2.17% 2.17% 380 0 0.0% Q2 2026 Jul 22, 2026
Integrated Advisors Network LLC History No change 56,799 4,304 0.2% 0.2% 381 0 0.0% Q2 2026 Aug 11, 2026
Milestone Asset Management Group, LLC History No change 56,780 4,303 2.17% 2.17% 382 0 0.0% Q2 2026 Jul 30, 2026
Lantern Wealth Advisors, LLC History No change 56,514 4,283 1.96% 1.96% 383 0 0.0% Q2 2026 Jul 28, 2026
Ironwood Investment Counsel, LLC History No change 47,522 4,263 0.56% 0.56% 384 0 0.0% Q2 2026 Aug 05, 2026
Innovative Wealth Building LLC History No change 56,201 4,259 2.47% 2.47% 385 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Advisors, LLC History No change 56,192 4,258 0.02% 0.02% 386 0 0.0% Q2 2026 Aug 11, 2026
Directional Asset Management History No change 55,657 4,218 3.57% 3.57% 387 0 0.0% Q2 2026 Jul 24, 2026
Vise Technologies, Inc. History No change 54,907 4,161 0.05% 0.05% 388 0 0.0% Q2 2026 Aug 10, 2026
Indivisible Partners History No change 54,797 4,153 0.23% 0.23% 389 0 0.0% Q2 2026 Aug 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 54,420 4,124 0.2% 0.2% 390 0 0.0% Q2 2026 Jul 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 54,419 4,124 0.16% 0.16% 391 0 0.0% Q2 2026 Jul 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 54,318 4,116 0.02% 0.02% 392 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 53,853 4,081 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 14, 2026
Thrive Capital Management, LLC History No change 53,829 4,079 0.77% 0.77% 394 0 0.0% Q2 2026 Aug 05, 2026
Keystone Financial Group History No change 53,379 4,045 0.24% 0.24% 395 0 0.0% Q2 2026 Jul 29, 2026
RVW Wealth, LLC History Reduced 53,408 4,026 0.26% 0.27% 396 -1,140 -2.09% Q3 2026 Oct 06, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 52,681 3,992 0.53% 0.53% 397 0 0.0% Q2 2026 Jul 24, 2026
Ring Mountain Capital, LLC History No change 52,200 3,956 1.66% 1.66% 398 0 0.0% Q2 2026 Aug 11, 2026
Norway Savings Bank History No change 51,764 3,923 1.64% 1.64% 399 0 0.0% Q2 2026 Jul 08, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 51,649 3,914 0.94% 0.94% 400 0 0.0% Q2 2026 Aug 13, 2026
Guidance Point Advisors, LLC History No change 50,621 3,837 0.81% 0.81% 401 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 50,141 3,808 0.12% 0.12% 402 0 0.0% Q2 2026 Aug 12, 2026
ASPIRIANT, LLC History No change 50,217 3,805 0.09% 0.09% 403 0 0.0% Q2 2026 Jul 20, 2026
Snowden Capital Advisors LLC History No change 49,860 3,778 0.09% 0.09% 404 0 0.0% Q2 2026 Aug 13, 2026
Texas Capital Bank Wealth Management Services Inc History No change 49,788 3,773 0.2% 0.2% 405 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 49,711 3,766 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 10, 2026
4J Wealth Management LLC History No change 49,430 3,746 1.84% 1.84% 407 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Financial Partners, Inc. History No change 49,218 3,730 0.03% 0.03% 408 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 49,167 3,726 0.25% 0.25% 409 0 0.0% Q2 2026 Aug 05, 2026
Weaver Consulting Group History Added to 48,240 3,636 0.71% 0.74% 410 +745 1.57% Q3 2026 Oct 07, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 47,577 3,605 0.08% 0.08% 411 0 0.0% Q2 2026 Jul 17, 2026
Cambridge Financial Group, LLC History No change 46,382 3,515 1.11% 1.11% 412 0 0.0% Q3 2026 Oct 06, 2026
Oak Asset Management, LLC History No change 46,162 3,498 1.12% 1.12% 413 0 0.0% Q2 2026 Jul 10, 2026
Independent Solutions Wealth Management, LLC History No change 45,955 3,482 0.45% 0.45% 414 0 0.0% Q2 2026 Jul 29, 2026
Fermata Advisors, LLC History No change 45,675 3,461 0.7% 0.7% 415 0 0.0% Q2 2026 Jul 07, 2026
BANK OF MONTREAL /CAN/ History No change 45,270 3,431 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 45,256 3,429 0.02% 0.02% 417 0 0.0% Q2 2026 Aug 03, 2026
MBE Wealth Management, LLC History No change 45,043 3,413 1.2% 1.2% 418 0 0.0% Q2 2026 Jul 24, 2026
CIBC WORLD MARKET INC. History No change 44,905 3,403 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 44,911 3,403 0.82% 0.82% 420 0 0.0% Q2 2026 Jul 21, 2026
Financial Concepts Unlimited, Inc. History No change 44,808 3,396 2.66% 2.66% 421 0 0.0% Q2 2026 Aug 06, 2026
Oak Barrel Wealth Advisory LLC History No change 44,468 3,370 1.49% 1.49% 422 0 0.0% Q2 2026 Aug 07, 2026
Flavin Financial Services, Inc. History No change 42,095 3,190 1.82% 1.82% 423 0 0.0% Q2 2026 Aug 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 42,021 3,184 0.04% 0.04% 424 0 0.0% Q2 2026 Jul 15, 2026
VestGen Advisors, LLC History No change 42,000 3,183 0.09% 0.09% 425 0 0.0% Q2 2026 Aug 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 41,855 3,172 0.05% 0.05% 426 0 0.0% Q2 2026 Jul 28, 2026
Storen Legacy Partners, LLC History No change 41,709 3,161 0.86% 0.86% 427 0 0.0% Q2 2026 Jul 17, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 41,563 3,150 2.32% 2.32% 428 0 0.0% Q2 2026 Jul 28, 2026
Winthrop Advisory Group LLC History No change 41,195 3,122 0.21% 0.21% 429 0 0.0% Q2 2026 Jul 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 41,018 3,108 0.02% 0.02% 430 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 40,911 3,100 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 12, 2026
Echo Wealth Management, LLC History No change 40,792 3,091 1.58% 1.58% 432 0 0.0% Q2 2026 Jul 24, 2026
WCG Wealth Advisors LLC History No change 40,742 3,087 0.07% 0.07% 433 0 0.0% Q2 2026 Aug 14, 2026
Bonfire Financial History No change 40,725 3,086 1.98% 1.98% 434 0 0.0% Q2 2026 Aug 07, 2026
Summit Wealth Partners, LLC History No change 40,612 3,077 0.44% 0.44% 435 0 0.0% Q2 2026 Aug 03, 2026
Kohmann Bosshard Financial Services, LLC History No change 40,174 3,044 0.26% 0.26% 436 0 0.0% Q2 2026 Jul 14, 2026
Centerpoint Advisory Group History No change 40,176 3,044 1.93% 1.93% 437 0 0.0% Q2 2026 Jul 29, 2026
Tennessee Valley Asset Management Partners History No change 39,770 3,014 0.33% 0.33% 438 0 0.0% Q2 2026 Aug 10, 2026
GSG Advisors LLC History No change 39,424 2,987 0.66% 0.66% 439 0 0.0% Q2 2026 Aug 13, 2026
Symphony Financial, Ltd. Co. History No change 39,197 2,976 0.33% 0.33% 440 0 0.0% Q2 2026 Aug 03, 2026
Alliance Wealth Management Group History No change 39,174 2,969 0.58% 0.58% 441 0 0.0% Q2 2026 Aug 04, 2026
MFA Wealth Services History No change 38,287 2,901 1.73% 1.73% 442 0 0.0% Q2 2026 Jul 21, 2026
Thompson David Blair History No change 38,080 2,886 1.44% 1.44% 443 0 0.0% Q2 2026 Aug 14, 2026
AssuredPartners Investment Advisors, LLC History No change 37,940 2,875 0.28% 0.28% 444 0 0.0% Q2 2026 Aug 10, 2026
Forza Wealth Management, LLC History No change 37,693 2,856 0.88% 0.88% 445 0 0.0% Q2 2026 Jul 17, 2026
APS Management Group, Inc. History No change 37,386 2,833 2.18% 2.18% 446 0 0.0% Q2 2026 Jul 10, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 37,294 2,826 0.35% 0.35% 447 0 0.0% Q2 2026 Aug 11, 2026
Advisory Alpha, LLC History No change 36,575 2,772 0.07% 0.07% 448 0 0.0% Q2 2026 Aug 11, 2026
Wedmont Private Capital History No change 35,791 2,758 0.08% 0.08% 449 0 0.0% Q2 2026 Jul 13, 2026
Lotus Asset Management LLC History No change 36,340 2,754 2.44% 2.44% 450 0 0.0% Q2 2026 Sep 09, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 36,216 2,744 1.27% 1.27% 451 0 0.0% Q2 2026 Aug 13, 2026
KCM INVESTMENT ADVISORS LLC History No change 35,992 2,727 0.08% 0.08% 452 0 0.0% Q2 2026 Aug 13, 2026
Counterweight Ventures, LLC History No change 35,966 2,725 1.36% 1.36% 453 0 0.0% Q2 2026 Jul 23, 2026
Old Mission Investment Co LLC History No change 35,602 2,698 0.56% 0.56% 454 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 35,556 2,694 0.08% 0.08% 455 0 0.0% Q2 2026 Jul 06, 2026
Lido Advisors, LLC History No change 35,482 2,689 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 07, 2026
Quest 10 Wealth Builders, Inc. History No change 34,471 2,612 2.03% 2.03% 457 0 0.0% Q2 2026 Jul 24, 2026
Ruggaard & Associates LLC History No change 34,276 2,597 0.93% 0.93% 458 0 0.0% Q2 2026 Aug 17, 2026
Fingerlakes Wealth Management, Inc. History No change 34,075 2,582 1.39% 1.39% 459 0 0.0% Q2 2026 Jul 23, 2026
Probity Advisors, Inc. History No change 33,959 2,573 0.37% 0.37% 460 0 0.0% Q2 2026 Jul 31, 2026
FULTON BANK, N.A. History No change 33,720 2,555 0.08% 0.08% 461 0 0.0% Q2 2026 Jul 09, 2026
Crewe Advisors LLC History No change 33,384 2,530 0.18% 0.18% 462 0 0.0% Q2 2026 Jul 23, 2026
BEACON FINANCIAL PLANNING, INC History No change 33,163 2,513 0.85% 0.85% 463 0 0.0% Q2 2026 Aug 06, 2026
Neuberger Berman Group LLC History No change 33,120 2,510 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History No change 32,935 2,496 0.91% 0.91% 465 0 0.0% Q2 2026 Jul 29, 2026
Financial Insights, Inc. History No change 32,636 2,473 0.65% 0.65% 466 0 0.0% Q2 2026 Aug 25, 2026
TD Capital Management LLC History No change 32,542 2,466 0.2% 0.2% 467 0 0.0% Q2 2026 Aug 06, 2026
Southland Equity Partners LLC History No change 32,501 2,463 0.43% 0.43% 468 0 0.0% Q2 2026 Jul 13, 2026
Gallacher Capital Management LLC History No change 32,201 2,440 1.37% 1.37% 469 0 0.0% Q2 2026 Jul 16, 2026
HAZLETT, BURT & WATSON, INC. History No change 32,095 2,431 0.65% 0.65% 470 0 0.0% Q2 2026 Jul 30, 2026
OMNI 360 Wealth, Inc. History No change 32,009 2,425 1.12% 1.12% 471 0 0.0% Q2 2026 Jul 13, 2026
Worth Asset Management, LLC History Added to 32,109 2,420 0.71% 0.43% 472 +14,439 81.71% Q3 2026 Oct 07, 2026
OpenArc Corporate Advisory, LLC History No change 31,763 2,407 0.03% 0.03% 473 0 0.0% Q2 2026 Aug 05, 2026
Global Wealth Management Investment Advisory, Inc. History No change 31,743 2,405 0.34% 0.34% 474 0 0.0% Q2 2026 Jul 29, 2026
Mirae Asset Global Investments Co., Ltd. History No change 31,500 2,387 0.0% 0.0% 475 0 0.0% Q2 2026 Jul 22, 2026
Bouvel Investment Partners, LLC History No change 31,473 2,385 0.54% 0.54% 476 0 0.0% Q2 2026 Jul 17, 2026
Objective Capital Management, LLC History No change 31,447 2,383 2.11% 2.11% 477 0 0.0% Q2 2026 Jul 20, 2026
Post Resch Tallon Group Inc. History No change 31,350 2,376 1.64% 1.64% 478 0 0.0% Q2 2026 Jul 07, 2026
MidAtlantic Capital Management, Inc. History No change 31,009 2,350 1.46% 1.46% 479 0 0.0% Q2 2026 Aug 10, 2026
BAILARD, INC. History No change 30,906 2,342 0.05% 0.05% 480 0 0.0% Q2 2026 Jul 30, 2026
Patriot Financial Group Insurance Agency, LLC History No change 30,914 2,342 0.24% 0.24% 481 0 0.0% Q2 2026 Jul 16, 2026
Sterling Wealth Advisors Inc History No change 30,897 2,341 1.27% 1.27% 482 0 0.0% Q2 2026 Jul 23, 2026
Selby Wealth Management, LLC History No change 30,487 2,310 0.82% 0.82% 483 0 0.0% Q2 2026 Jul 09, 2026
Curated Wealth Partners LLC History No change 30,460 2,308 0.27% 0.27% 484 0 0.0% Q2 2026 Aug 14, 2026
Sowa Financial Group, Inc. History No change 30,382 2,303 1.07% 1.07% 485 0 0.0% Q2 2026 Jul 28, 2026
Sterling Investment Counsel, LLC History No change 30,186 2,287 0.54% 0.54% 486 0 0.0% Q2 2026 Jul 20, 2026
Centurion Wealth Management LLC History No change 30,143 2,284 0.55% 0.55% 487 0 0.0% Q2 2026 Jul 09, 2026
McKinley Carter Wealth Services, Inc. History No change 30,068 2,278 0.12% 0.12% 488 0 0.0% Q2 2026 Jul 28, 2026
Keudell/Morrison Wealth Management History No change 30,036 2,276 0.43% 0.43% 489 0 0.0% Q2 2026 Jul 15, 2026
LMCG INVESTMENTS, LLC History No change 29,794 2,258 0.12% 0.12% 490 0 0.0% Q2 2026 Jul 22, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 29,695 2,250 0.18% 0.18% 491 0 0.0% Q2 2026 Aug 05, 2026
First Bancorp, Inc /ME/ History No change 29,678 2,249 0.89% 0.89% 492 0 0.0% Q2 2026 Aug 11, 2026
Pacific Park Financial, Inc. History No change 29,434 2,230 1.29% 1.29% 493 0 0.0% Q2 2026 Jul 21, 2026
WHALEROCK POINT PARTNERS, LLC History No change 29,418 2,229 0.38% 0.38% 494 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 29,359 2,225 0.07% 0.07% 495 0 0.0% Q2 2026 Jul 15, 2026
Anchor Investment Management, LLC History No change 29,351 2,224 0.17% 0.17% 496 0 0.0% Q2 2026 Sep 15, 2026
Gateway Wealth Partners, LLC History No change 28,867 2,187 0.13% 0.13% 497 0 0.0% Q2 2026 Aug 04, 2026
Core Wealth Advisors, Inc. History No change 28,848 2,186 0.44% 0.44% 498 0 0.0% Q2 2026 Aug 11, 2026
Northside Capital Management, LLC History No change 28,700 2,175 0.18% 0.18% 499 0 0.0% Q2 2026 Jul 10, 2026
Hilltop Holdings Inc. History No change 28,545 2,163 0.17% 0.17% 500 0 0.0% Q2 2026 Aug 13, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 28,532 2,162 0.91% 0.91% 501 0 0.0% Q2 2026 Jul 16, 2026
Ellis Investment Partners, LLC History No change 28,453 2,156 0.33% 0.33% 502 0 0.0% Q2 2026 Aug 05, 2026
Venture Visionary Partners LLC History Added to 28,439 2,144 0.06% 0.06% 503 +1,429 5.29% Q3 2026 Oct 07, 2026
Prism Advisors, Inc. History No change 28,216 2,138 0.52% 0.52% 504 0 0.0% Q2 2026 Jul 24, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 28,174 2,135 0.38% 0.38% 505 0 0.0% Q2 2026 Jul 21, 2026
Compound Planning, Inc. History No change 28,000 2,122 0.06% 0.06% 506 0 0.0% Q2 2026 Aug 04, 2026
Vanguard National Trust Co History No change 27,719 2,100 0.11% 0.11% 507 0 0.0% Q2 2026 Aug 13, 2026
Gouws Capital LLC History No change 27,685 2,098 0.98% 0.98% 508 0 0.0% Q2 2026 Jul 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 27,672 2,097 0.04% 0.04% 509 0 0.0% Q2 2026 Jul 23, 2026
Rodgers & Associates, LTD History No change 27,680 2,097 0.19% 0.19% 510 0 0.0% Q2 2026 Jul 21, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 27,412 2,077 0.59% 0.59% 511 0 0.0% Q2 2026 Aug 12, 2026
180 WEALTH ADVISORS, LLC History No change 27,342 2,072 0.21% 0.21% 512 0 0.0% Q2 2026 Jul 07, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 27,246 2,064 0.04% 0.04% 513 0 0.0% Q2 2026 Jul 14, 2026
Sound Stewardship, LLC History No change 27,208 2,062 0.85% 0.85% 514 0 0.0% Q2 2026 Jul 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 27,194 2,061 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 14, 2026
Emissary Wealth LLC History No change 27,072 2,051 1.56% 1.56% 516 0 0.0% Q2 2026 Jul 28, 2026
Retirement Planning Group, LLC History No change 26,765 2,028 0.05% 0.05% 517 0 0.0% Q2 2026 Aug 05, 2026
Beckerman Institutional, LLC History No change 26,736 2,026 0.96% 0.96% 518 0 0.0% Q2 2026 Aug 11, 2026
Clear Creek Financial Management, LLC History No change 26,375 1,998 0.13% 0.13% 519 0 0.0% Q2 2026 Jul 27, 2026
Onyx Bridge Wealth Group LLC History No change 26,278 1,991 0.18% 0.18% 520 0 0.0% Q2 2026 Jul 23, 2026
USAdvisors Wealth Management, LLC History No change 26,269 1,990 0.57% 0.57% 521 0 0.0% Q2 2026 Jul 29, 2026
Williams & Novak, LLC History No change 26,172 1,983 1.31% 1.31% 522 0 0.0% Q2 2026 Jul 08, 2026
CAMDEN NATIONAL BANK History No change 26,139 1,981 0.26% 0.26% 523 0 0.0% Q2 2026 Jul 31, 2026
Mendel Money Management History No change 25,915 1,964 0.72% 0.72% 524 0 0.0% Q2 2026 Jul 30, 2026
PFG Advisors History No change 25,656 1,944 0.1% 0.1% 525 0 0.0% Q2 2026 Jul 16, 2026
Certified Advisory Corp History No change 25,601 1,940 0.16% 0.16% 526 0 0.0% Q2 2026 Jul 16, 2026
Biondo Investment Advisors, LLC History No change 25,348 1,921 0.24% 0.24% 527 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 25,062 1,899 0.02% 0.02% 528 0 0.0% Q2 2026 Jul 27, 2026
SCOTIA CAPITAL INC. History No change 25,065 1,899 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 11, 2026
Jackson Wealth Management, LLC History No change 24,927 1,889 1.11% 1.11% 530 0 0.0% Q2 2026 Aug 20, 2026
Decker Retirement Planning Inc. History No change 24,706 1,872 0.64% 0.64% 531 0 0.0% Q2 2026 Jul 16, 2026
NOTTINGHAM ADVISORS, INC. History No change 24,121 1,849 0.22% 0.22% 532 0 0.0% Q2 2026 Jul 27, 2026
DecisionMap Wealth Management, LLC History No change 24,390 1,848 1.03% 1.03% 533 0 0.0% Q2 2026 Jul 21, 2026
ROMAN BUTLER FULLERTON & CO History No change 23,924 1,847 0.44% 0.44% 534 0 0.0% Q2 2026 Aug 06, 2026
TritonPoint Partners, LLC History No change 24,266 1,839 0.15% 0.15% 535 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL TRUST CO History No change 23,994 1,818 0.06% 0.06% 536 0 0.0% Q2 2026 Jul 30, 2026
MISSION WEALTH MANAGEMENT, LP History No change 23,740 1,799 0.02% 0.02% 537 0 0.0% Q2 2026 Jul 20, 2026
IFG Advisory, LLC History No change 23,732 1,798 0.06% 0.06% 538 0 0.0% Q2 2026 Aug 13, 2026
Kapstone Financial Advisors LLC History No change 23,729 1,798 0.75% 0.75% 539 0 0.0% Q2 2026 Aug 07, 2026
Claro Advisors Inc. History No change 23,609 1,789 0.19% 0.19% 540 0 0.0% Q2 2026 Jul 30, 2026
Legacy Wealth Advisors, LLC History No change 23,617 1,789 0.77% 0.77% 541 0 0.0% Q2 2026 Aug 14, 2026
Ranch Capital Advisors Inc. History No change 23,555 1,785 0.57% 0.57% 542 0 0.0% Q2 2026 Aug 03, 2026
Grey Ledge Advisors, LLC History No change 23,542 1,784 0.36% 0.36% 543 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 23,416 1,774 0.02% 0.02% 544 0 0.0% Q2 2026 Jul 22, 2026
UPTICK PARTNERS, LLC History No change 23,410 1,774 0.28% 0.28% 545 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Wealth Management, LLC History No change 23,266 1,763 0.26% 0.26% 546 0 0.0% Q2 2026 Jul 30, 2026
GLENMEDE TRUST CO NA History No change 22,924 1,737 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 22,894 1,735 0.1% 0.1% 548 0 0.0% Q2 2026 Jul 15, 2026
Addison Capital Co History No change 22,654 1,716 0.28% 0.28% 549 0 0.0% Q2 2026 Aug 04, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 22,615 1,713 1.18% 1.18% 550 0 0.0% Q2 2026 Jul 24, 2026
CreativeOne Wealth, LLC History No change 22,537 1,708 0.04% 0.04% 551 0 0.0% Q2 2026 Aug 13, 2026
Financial Engines Advisors L.L.C. History No change 22,522 1,706 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 22,468 1,702 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 22,422 1,699 0.05% 0.05% 554 0 0.0% Q2 2026 Aug 04, 2026
Pine Harbor Wealth Management, LLC History No change 22,225 1,684 0.45% 0.45% 555 0 0.0% Q2 2026 Aug 13, 2026
Investor's Fiduciary Advisor Network, LLC History No change 22,102 1,675 0.57% 0.57% 556 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 22,054 1,671 0.02% 0.02% 557 0 0.0% Q2 2026 Aug 07, 2026
Cambria Investment Management, L.P. History No change 22,017 1,668 0.08% 0.08% 558 0 0.0% Q2 2026 Aug 14, 2026
Teamwork Financial Advisors, LLC History No change 21,962 1,664 0.15% 0.15% 559 0 0.0% Q2 2026 Jul 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 21,667 1,642 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 28, 2026
Bryn Mawr Trust Advisors, LLC History No change 21,655 1,641 0.07% 0.07% 561 0 0.0% Q2 2026 Aug 03, 2026
Mayflower Financial Advisors, LLC History No change 21,610 1,637 0.14% 0.14% 562 0 0.0% Q2 2026 Jul 09, 2026
ARWA LLC History No change 21,050 1,633 0.68% 0.68% 563 0 0.0% Q2 2026 Jul 24, 2026
ShoreHaven Wealth Partners, LLC History No change 21,418 1,623 0.51% 0.51% 564 0 0.0% Q2 2026 Jul 14, 2026
Pallas Capital Advisors LLC History No change 21,370 1,619 0.05% 0.05% 565 0 0.0% Q2 2026 Aug 07, 2026
Fort Point Capital Partners LLC History No change 21,277 1,612 0.11% 0.11% 566 0 0.0% Q2 2026 Aug 14, 2026
Investment Partners Asset Management, Inc. History No change 21,168 1,604 0.89% 0.89% 567 0 0.0% Q2 2026 Jul 24, 2026
Quadrant Private Wealth Management, LLC History No change 21,158 1,603 0.36% 0.36% 568 0 0.0% Q2 2026 Jul 30, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 20,978 1,589 1.1% 1.1% 569 0 0.0% Q2 2026 Aug 14, 2026
Pasadena Private Wealth, LLC History No change 20,896 1,583 0.2% 0.2% 570 0 0.0% Q2 2026 Aug 10, 2026
Occidental Asset Management, LLC History No change 20,888 1,583 0.16% 0.16% 571 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 20,604 1,561 0.02% 0.02% 572 0 0.0% Q2 2026 Aug 05, 2026
Ausdal Financial Partners, Inc. History No change 20,530 1,556 0.06% 0.06% 573 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 20,241 1,534 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 06, 2026
Alteri Wealth LLC History No change 20,190 1,530 0.42% 0.42% 575 0 0.0% Q2 2026 Jul 29, 2026
Fiduciary Group, LLC History No change 20,126 1,525 0.12% 0.12% 576 0 0.0% Q2 2026 Aug 10, 2026
Opulen Financial Group LLC History No change 20,065 1,520 0.96% 0.96% 577 0 0.0% Q2 2026 Jul 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 19,933 1,516 0.09% 0.09% 578 0 0.0% Q2 2026 Jul 22, 2026
BEAM WEALTH ADVISORS, INC. History No change 19,905 1,508 0.33% 0.33% 579 0 0.0% Q2 2026 Jul 29, 2026
Prime Capital Investment Advisors, LLC History No change 19,838 1,503 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 05, 2026
Signal Advisors Wealth, LLC History No change 19,767 1,498 0.08% 0.08% 581 0 0.0% Q2 2026 Aug 04, 2026
Cedarwood Wealth LLC History No change 19,624 1,487 1.12% 1.12% 582 0 0.0% Q2 2026 Jul 23, 2026
Insight Advisors, LLC/ PA History No change 19,431 1,472 0.26% 0.26% 583 0 0.0% Q2 2026 Aug 05, 2026
High Net Worth Advisory Group LLC History No change 19,127 1,449 0.31% 0.31% 584 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial Wealth Advisors, LLC History No change 19,117 1,448 0.19% 0.19% 585 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 19,084 1,446 0.09% 0.09% 586 0 0.0% Q2 2026 Aug 05, 2026
Icon Wealth Advisors, LLC History No change 19,024 1,441 0.09% 0.09% 587 0 0.0% Q2 2026 Aug 05, 2026
VALLEY NATIONAL ADVISERS INC History No change 18,910 1,433 0.16% 0.16% 588 0 0.0% Q2 2026 Jul 29, 2026
CRA Financial Services, LLC History No change 18,806 1,425 0.16% 0.16% 589 0 0.0% Q2 2026 Jul 24, 2026
HARBOR ADVISORY CORP /MA/ History No change 18,756 1,421 0.38% 0.38% 590 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 18,735 1,419 0.08% 0.08% 591 0 0.0% Q2 2026 Jul 27, 2026
BOS Asset Management, LLC History No change 18,568 1,407 0.33% 0.33% 592 0 0.0% Q2 2026 Jul 13, 2026
Avantra Family Wealth, Inc. History No change 18,467 1,399 0.89% 0.89% 593 0 0.0% Q2 2026 Jul 29, 2026
Bluesphere Advisors LLC History No change 18,399 1,394 0.43% 0.43% 594 0 0.0% Q2 2026 Jul 30, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 18,147 1,375 0.93% 0.93% 595 0 0.0% Q2 2026 Jul 15, 2026
Elite Financial, Inc. History No change 18,106 1,372 0.55% 0.55% 596 0 0.0% Q2 2026 Aug 13, 2026
NWAM LLC History No change 18,096 1,371 0.07% 0.07% 597 0 0.0% Q2 2026 Jul 23, 2026
Immaculate Wealth Management LLC History No change 18,100 1,371 9.28% 9.28% 598 0 0.0% Q2 2026 Aug 07, 2026
McLean Asset Management Corp History No change 17,547 1,368 0.18% 0.18% 599 0 0.0% Q2 2026 Aug 12, 2026
Essex Bank History No change 17,946 1,360 0.29% 0.29% 600 0 0.0% Q2 2026 Jul 23, 2026
NCM Capital Management, LLC History No change 17,859 1,353 0.42% 0.42% 601 0 0.0% Q2 2026 Aug 14, 2026
NORDEN GROUP LLC History No change 17,673 1,339 0.11% 0.11% 602 0 0.0% Q2 2026 Jul 29, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 17,610 1,334 0.08% 0.08% 603 0 0.0% Q2 2026 Jul 23, 2026
Sound Financial Strategies Group, LLC History No change 17,593 1,333 0.85% 0.85% 604 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisory Services, LLC History No change 17,446 1,322 0.08% 0.08% 605 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE TRUST CO NA History No change 17,438 1,321 0.11% 0.11% 606 0 0.0% Q2 2026 Jul 28, 2026
AlTi Global, Inc. History No change 17,426 1,320 0.03% 0.03% 607 0 0.0% Q2 2026 Aug 05, 2026
Brio Consultants, LLC History No change 17,414 1,319 0.15% 0.15% 608 0 0.0% Q2 2026 Aug 12, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 17,376 1,316 0.01% 0.01% 609 0 0.0% Q2 2026 Jul 23, 2026
EHRLICH FINANCIAL GROUP History No change 17,295 1,310 0.67% 0.67% 610 0 0.0% Q2 2026 Jul 09, 2026
Wealth Management Associates, Inc. History No change 17,266 1,308 0.36% 0.36% 611 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 17,234 1,306 0.05% 0.05% 612 0 0.0% Q2 2026 Aug 17, 2026
Freestate Advisors LLC History No change 17,184 1,302 0.97% 0.97% 613 0 0.0% Q2 2026 Jul 09, 2026
Human Investing LLC History No change 17,057 1,292 0.17% 0.17% 614 0 0.0% Q2 2026 Jul 21, 2026
Invst, LLC History No change 16,994 1,287 0.13% 0.13% 615 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 16,715 1,267 0.81% 0.81% 616 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 16,635 1,260 0.02% 0.02% 617 0 0.0% Q2 2026 Jul 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 16,570 1,249 0.01% 0.02% 618 0 0.0% Q3 2026 Oct 05, 2026
Sovran Advisors, LLC History No change 15,912 1,245 0.09% 0.09% 619 0 0.0% Q2 2026 Jul 29, 2026
Smithfield Trust Co History No change 16,395 1,242 0.05% 0.05% 620 0 0.0% Q2 2026 Aug 05, 2026
ATX Financial Planning, LLC History No change 16,361 1,240 0.82% 0.82% 621 0 0.0% Q2 2026 Aug 20, 2026
COMMERCE BANK History No change 16,349 1,239 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 12, 2026
Magnus Financial Group LLC History No change 16,252 1,231 0.09% 0.09% 623 0 0.0% Q2 2026 Jul 09, 2026
Sequent Planning LLC History No change 16,177 1,226 0.26% 0.26% 624 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 16,116 1,221 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 16,106 1,220 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 31, 2026
Ipsen Advisor Group LLC History No change 16,049 1,216 0.78% 0.78% 627 0 0.0% Q2 2026 Jul 29, 2026
Freestone Capital Holdings, LLC History No change 15,977 1,210 0.03% 0.03% 628 0 0.0% Q2 2026 Jul 31, 2026
Main Street Financial Solutions, LLC History No change 15,978 1,210 0.08% 0.08% 629 0 0.0% Q2 2026 Aug 07, 2026
CIBC Bancorp USA Inc. History No change 15,853 1,201 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 15,794 1,196 0.04% 0.04% 631 0 0.0% Q2 2026 Aug 06, 2026
Paladin Advisory Group, LLC History No change 15,791 1,196 0.79% 0.79% 632 0 0.0% Q2 2026 Jul 28, 2026
GeoWealth Management, LLC History No change 15,697 1,189 0.04% 0.04% 633 0 0.0% Q2 2026 Jul 30, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 15,635 1,184 0.04% 0.04% 634 0 0.0% Q2 2026 Jul 21, 2026
INVESTMENT PARTNERS, LTD. History No change 15,574 1,180 0.37% 0.37% 635 0 0.0% Q2 2026 Aug 04, 2026
IPG Investment Advisors LLC History No change 15,575 1,180 0.17% 0.17% 636 0 0.0% Q2 2026 Aug 12, 2026
Balentine LLC History No change 15,468 1,172 0.04% 0.04% 637 0 0.0% Q2 2026 Aug 06, 2026
Skyline Advisors, Inc. History No change 15,338 1,162 0.36% 0.36% 638 0 0.0% Q2 2026 Jul 20, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 15,224 1,153 0.09% 0.09% 639 0 0.0% Q2 2026 Jul 16, 2026
Cascades Capital Asset Management, LLC History No change 15,202 1,152 0.43% 0.43% 640 0 0.0% Q2 2026 Aug 14, 2026
Cauble & Harre Wealth Management, Inc. History No change 15,180 1,150 0.92% 0.92% 641 0 0.0% Q2 2026 Aug 11, 2026
ARQ WEALTH ADVISORS, LLC History No change 14,859 1,146 0.14% 0.14% 642 0 0.0% Q2 2026 Jul 24, 2026
LaSalle St. Investment Advisors, LLC History No change 15,071 1,142 0.14% 0.14% 643 0 0.0% Q2 2026 Aug 11, 2026
Commonwealth Financial Services, LLC History No change 15,035 1,139 0.15% 0.15% 644 0 0.0% Q2 2026 Jul 15, 2026
Opal Wealth Advisors, LLC History No change 15,041 1,139 0.25% 0.25% 645 0 0.0% Q2 2026 Jul 20, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 15,000 1,136 0.06% 0.06% 646 0 0.0% Q2 2026 Aug 10, 2026
Legacy Trust History No change 14,992 1,136 0.2% 0.2% 647 0 0.0% Q2 2026 Jul 31, 2026
Krilogy Financial LLC History No change 14,840 1,124 0.03% 0.03% 648 0 0.0% Q2 2026 Jul 27, 2026
Stokes Family Office, LLC History No change 14,829 1,123 0.13% 0.13% 649 0 0.0% Q2 2026 Aug 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 14,761 1,118 0.12% 0.12% 650 0 0.0% Q2 2026 Jul 09, 2026
MONECO ADVISORS, LLC History No change 14,695 1,113 0.07% 0.07% 651 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 14,682 1,112 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 14, 2026
NOVEM GROUP History No change 14,644 1,109 0.11% 0.11% 653 0 0.0% Q2 2026 Jul 21, 2026
Cyndeo Wealth Partners, LLC History No change 14,608 1,107 0.05% 0.05% 654 0 0.0% Q2 2026 Jul 21, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 14,540 1,101 0.01% 0.01% 655 0 0.0% Q2 2026 Aug 07, 2026
PW Nova Financial Services LLC History No change 14,512 1,099 0.24% 0.24% 656 0 0.0% Q2 2026 Jul 29, 2026
Valeo Financial Advisors, LLC History No change 14,495 1,098 0.02% 0.02% 657 0 0.0% Q2 2026 Jul 08, 2026
National Philanthropic Trust History No change 14,500 1,098 0.02% 0.02% 658 0 0.0% Q2 2026 Aug 14, 2026
LongView Wealth Management History No change 14,414 1,092 0.28% 0.28% 659 0 0.0% Q2 2026 Jul 17, 2026
Calamos Wealth Management LLC History No change 14,404 1,091 0.03% 0.03% 660 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Union Bankshares Corp History No change 14,269 1,081 0.02% 0.02% 661 0 0.0% Q2 2026 Aug 11, 2026
Advance Capital Management, Inc. History No change 14,258 1,080 0.03% 0.03% 662 0 0.0% Q2 2026 Aug 12, 2026
EVERPAR ADVISORS LLC History No change 14,233 1,078 0.31% 0.31% 663 0 0.0% Q2 2026 Jul 09, 2026
BRIGHTON JONES LLC History No change 14,023 1,062 0.02% 0.02% 664 0 0.0% Q2 2026 Aug 11, 2026
Betterment LLC History No change 13,977 1,059 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 14, 2026
Coquina Private Wealth LLC History No change 13,932 1,055 0.72% 0.72% 666 0 0.0% Q2 2026 Jul 29, 2026
Bolthouse Investments, LLC History No change 13,889 1,052 0.85% 0.85% 667 0 0.0% Q2 2026 Aug 11, 2026
Investment Advisory Group, LLC History No change 13,792 1,045 0.23% 0.23% 668 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History No change 13,735 1,041 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 12, 2026
Fort Sheridan Advisors LLC History No change 13,744 1,041 0.11% 0.11% 670 0 0.0% Q2 2026 Aug 05, 2026
Daybright Advisory Services, Inc. History No change 13,333 1,040 0.25% 0.25% 671 0 0.0% Q2 2026 Aug 04, 2026
Arrowroot Family Office, LLC History No change 13,597 1,030 0.29% 0.29% 672 0 0.0% Q2 2026 Aug 06, 2026
WARNER FINANCIAL, INC History No change 13,552 1,027 0.3% 0.3% 673 0 0.0% Q2 2026 Jul 09, 2026
PROSPERITY BANCSHARES INC History No change 13,510 1,023 0.67% 0.67% 674 0 0.0% Q2 2026 Aug 14, 2026
Delos Wealth Advisors, LLC History No change 13,473 1,021 0.52% 0.52% 675 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 13,368 1,013 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 03, 2026
NFSG Corp History No change 13,347 1,011 0.13% 0.13% 677 0 0.0% Q2 2026 Aug 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 13,338 1,010 0.05% 0.05% 678 0 0.0% Q2 2026 Aug 11, 2026
ARS Investment Partners, LLC History No change 13,261 1,005 0.04% 0.04% 679 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Bancorp, Inc. History No change 13,251 1,004 0.26% 0.26% 680 0 0.0% Q2 2026 Jul 28, 2026
WealthCare Investment Partners, LLC History No change 13,219 1,001 0.24% 0.24% 681 0 0.0% Q2 2026 Aug 10, 2026
Clarus Wealth Advisors History No change 13,009 999 0.38% 0.38% 682 0 0.0% Q2 2026 Jul 09, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 13,002 985 0.64% 0.64% 683 0 0.0% Q2 2026 Aug 13, 2026
Focus Financial Network, Inc. History No change 12,944 981 0.03% 0.03% 684 0 0.0% Q2 2026 Jul 09, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 12,920 979 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 10, 2026
Haverford Trust Co History No change 12,837 972 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 12, 2026
EASTERN BANK History Reduced 12,888 971 0.01% 0.01% 687 -30 -0.23% Q3 2026 Oct 05, 2026
Blue Trust, Inc. History No change 12,779 968 0.01% 0.01% 688 0 0.0% Q2 2026 Jul 21, 2026
ELEMENT POINTE ADVISORS, LLC History No change 12,771 967 0.16% 0.16% 689 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 12,767 967 0.01% 0.01% 690 0 0.0% Q2 2026 Aug 13, 2026
Resonant Capital Advisors, LLC History No change 12,579 953 0.05% 0.05% 691 0 0.0% Q2 2026 Jul 24, 2026
Rollins Financial Advisors, LLC History No change 12,571 952 0.13% 0.13% 692 0 0.0% Q2 2026 Aug 04, 2026
Astoria Portfolio Advisors LLC. History No change 12,526 949 0.16% 0.16% 693 0 0.0% Q2 2026 Jul 28, 2026
Root Financial Partners, LLC History No change 12,443 943 0.04% 0.04% 694 0 0.0% Q2 2026 Jul 29, 2026
MWA Asset Management History No change 12,402 939 0.42% 0.42% 695 0 0.0% Q2 2026 Jul 31, 2026
Herold Advisors, Inc. History No change 12,348 937 0.19% 0.19% 696 0 0.0% Q2 2026 Jul 22, 2026
Flagship Private Wealth, LLC History No change 12,279 930 0.33% 0.33% 697 0 0.0% Q2 2026 Aug 04, 2026
Central Pacific Bank - Trust Division History No change 12,227 921 0.1% 0.09% 698 0 0.0% Q3 2026 Oct 05, 2026
Roxbury Financial LLC History Added to 12,182 918 0.7% 0.72% 701 +238 1.99% Q3 2026 Oct 01, 2026
ADELL HARRIMAN & CARPENTER INC History No change 12,113 918 0.05% 0.05% 699 0 0.0% Q2 2026 Aug 04, 2026
Fairvoy Private Wealth, LLC History No change 12,116 918 0.19% 0.19% 700 0 0.0% Q2 2026 Jul 17, 2026
Linscomb Wealth, Inc. History No change 12,051 913 0.04% 0.04% 702 0 0.0% Q2 2026 Jul 31, 2026
Element Wealth, LLC History No change 12,039 912 0.34% 0.34% 703 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 12,020 910 0.01% 0.01% 704 0 0.0% Q2 2026 Jul 24, 2026
Walkner Condon Financial Advisors LLC History No change 12,002 909 0.1% 0.1% 705 0 0.0% Q2 2026 Jul 27, 2026
Raab & Moskowitz Asset Management LLC History No change 11,986 908 0.18% 0.18% 706 0 0.0% Q2 2026 Jul 28, 2026
American State Bank (Iowa) History No change 11,987 908 0.37% 0.37% 707 0 0.0% Q2 2026 Jul 09, 2026
Curi Capital, LLC History No change 11,966 906 0.01% 0.01% 708 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 11,949 905 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 04, 2026
Insight Wealth Strategies, LLC History No change 11,880 904 0.09% 0.09% 710 0 0.0% Q2 2026 Jul 10, 2026
Prospect Financial Services LLC History No change 11,912 902 0.46% 0.46% 711 0 0.0% Q2 2026 Aug 06, 2026
PKS Advisory Services, LLC History No change 11,880 900 0.14% 0.14% 712 0 0.0% Q2 2026 Aug 04, 2026
Biltmore Family Office, LLC History No change 11,884 900 0.12% 0.12% 713 0 0.0% Q2 2026 Aug 12, 2026
Evernest Financial Advisors, LLC History No change 11,797 894 0.19% 0.19% 714 0 0.0% Q2 2026 Aug 05, 2026
Gilbert Capital Group, Inc. History No change 11,766 891 0.62% 0.62% 715 0 0.0% Q2 2026 Jul 13, 2026
SigFig Wealth Management, LLC History Added to 11,799 889 0.02% 0.02% 716 +921 8.47% Q3 2026 Oct 07, 2026
Strategic Financial Concepts, LLC History No change 11,688 885 0.26% 0.26% 717 0 0.0% Q2 2026 Jul 27, 2026
UNIVEST FINANCIAL Corp History No change 11,576 877 0.04% 0.04% 718 0 0.0% Q2 2026 Aug 07, 2026
Glenview Trust Co History No change 11,566 876 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 18, 2026
River Wealth Advisors LLC History No change 11,515 872 0.09% 0.09% 720 0 0.0% Q2 2026 Aug 04, 2026
Monetary Solutions, Ltd History No change 11,442 867 0.75% 0.75% 721 0 0.0% Q2 2026 Jul 23, 2026
Savvy Advisors, Inc. History No change 11,366 861 0.02% 0.02% 722 0 0.0% Q2 2026 Aug 03, 2026
Arsenal Capital Advisors LLC History No change 11,340 859 0.51% 0.51% 723 0 0.0% Q2 2026 Aug 11, 2026
Olde Wealth Management, LLC History No change 11,324 858 0.24% 0.24% 724 0 0.0% Q2 2026 Aug 13, 2026
Compass Financial Services Inc History No change 11,318 857 0.32% 0.32% 725 0 0.0% Q2 2026 Jul 24, 2026
PFG Investments, LLC History No change 11,302 856 0.03% 0.03% 726 0 0.0% Q2 2026 Jul 23, 2026
SYON CAPITAL LLC History No change 11,180 847 0.04% 0.04% 727 0 0.0% Q2 2026 Aug 14, 2026
Pioneer Family Office, LLC History No change 11,180 847 0.44% 0.44% 728 0 0.0% Q2 2026 Jul 27, 2026
Hobbs Group Advisors, LLC History No change 11,157 845 0.22% 0.22% 729 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 11,083 839 0.02% 0.02% 730 0 0.0% Q2 2026 Aug 14, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 10,513 820 0.16% 0.16% 731 0 0.0% Q2 2026 Aug 07, 2026
Zhang Financial LLC History No change 10,779 816 0.02% 0.02% 732 0 0.0% Q2 2026 Jul 30, 2026
Aspen Wealth Management LLC History No change 10,775 816 0.14% 0.14% 733 0 0.0% Q2 2026 Jul 31, 2026
Triad Wealth Partners, LLC History No change 10,426 816 0.05% 0.05% 734 0 0.0% Q2 2026 Aug 10, 2026
Edgestream Partners, L.P. History No change 10,597 803 0.02% 0.02% 735 0 0.0% Q2 2026 Aug 11, 2026
Principle Wealth Partners LLC History No change 10,529 798 0.04% 0.04% 736 0 0.0% Q2 2026 Aug 07, 2026
Advocacy Wealth Management, LLC History No change 10,470 793 0.03% 0.03% 737 0 0.0% Q2 2026 Jul 29, 2026
Caprock Group, LLC History No change 10,455 792 0.02% 0.02% 738 0 0.0% Q2 2026 Jul 27, 2026
Latitude Advisors, LLC History No change 10,450 791 0.32% 0.32% 739 0 0.0% Q2 2026 Jul 27, 2026
Cardinal Point Capital Management ULC History No change 10,415 789 0.04% 0.04% 740 0 0.0% Q2 2026 Jul 14, 2026
Round Rock Advisors LLC History No change 10,383 786 0.1% 0.1% 741 0 0.0% Q2 2026 Aug 12, 2026
Dana Investment Advisors, Inc. History No change 10,279 779 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 10,280 779 0.02% 0.02% 743 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Group, LLC History No change 10,285 779 0.05% 0.05% 744 0 0.0% Q2 2026 Jul 27, 2026
MSH Capital Advisors LLC History No change 10,251 776 0.13% 0.13% 745 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Group, LLC / IL History No change 10,179 771 0.19% 0.19% 746 0 0.0% Q2 2026 Jul 30, 2026
LifePlan Financial, LLC History No change 10,137 768 0.54% 0.54% 747 0 0.0% Q2 2026 Jul 21, 2026
PCA Investment Advisory Services Inc. History No change 10,128 767 0.21% 0.21% 748 0 0.0% Q2 2026 Jul 27, 2026
HBW ADVISORY SERVICES LLC History No change 10,066 762 0.07% 0.07% 749 0 0.0% Q2 2026 Jul 16, 2026
StoneX Group Inc. History No change 10,052 761 0.03% 0.03% 750 0 0.0% Q2 2026 Aug 12, 2026
Horizon Investment Services, LLC History No change 10,041 761 0.21% 0.21% 751 0 0.0% Q2 2026 Aug 06, 2026
RIK SAYLOR FINANCIAL, INC. History No change 10,003 758 0.5% 0.5% 752 0 0.0% Q2 2026 Aug 05, 2026
Allen Capital Group, LLC History No change 9,900 750 0.06% 0.06% 753 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Financial Planning, Inc./PA History No change 9,838 745 0.4% 0.4% 754 0 0.0% Q2 2026 Aug 10, 2026
West Wealth Group, LLC History No change 9,817 744 0.12% 0.12% 755 0 0.0% Q2 2026 Aug 06, 2026
FIRST MANHATTAN CO. LLC. History No change 9,808 743 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 14, 2026
ALBION FINANCIAL GROUP /UT History No change 9,810 743 0.04% 0.04% 757 0 0.0% Q2 2026 Jul 22, 2026
Montis Financial, LLC History No change 9,803 742 0.15% 0.15% 758 0 0.0% Q2 2026 Aug 05, 2026
W ADVISORS, LLC History No change 9,697 734 0.33% 0.33% 759 0 0.0% Q2 2026 Jul 31, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 10,426 731 0.09% 0.09% 760 0 0.0% Q2 2026 Aug 05, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 9,645 730 0.13% 0.13% 761 0 0.0% Q2 2026 Aug 17, 2026
Sovereign Financial Group, Inc. History No change 9,577 725 0.11% 0.11% 762 0 0.0% Q2 2026 Jul 24, 2026
Ashton Thomas Private Wealth, LLC History No change 9,564 724 0.02% 0.02% 763 0 0.0% Q2 2026 Jul 29, 2026
Hanson & Doremus Investment Management History No change 9,512 721 0.07% 0.07% 764 0 0.0% Q2 2026 Jul 29, 2026
Alta Wealth Advisors LLC History No change 9,504 720 0.2% 0.2% 765 0 0.0% Q2 2026 Jul 30, 2026
Signet Private Wealth LLC History No change 9,502 720 0.57% 0.57% 766 0 0.0% Q2 2026 Aug 06, 2026
McAdam, LLC History No change 9,478 718 0.03% 0.03% 767 0 0.0% Q2 2026 Aug 04, 2026
Hegarty Advisors, LLC History No change 9,452 716 0.49% 0.49% 768 0 0.0% Q2 2026 Jul 27, 2026
Ignite Planners, LLC History No change 9,427 714 0.1% 0.1% 769 0 0.0% Q2 2026 Jul 23, 2026
Guardian Capital, LLC History No change 9,365 709 0.58% 0.58% 770 0 0.0% Q2 2026 Aug 07, 2026
CVFG LLC History No change 9,325 706 0.07% 0.07% 771 0 0.0% Q2 2026 Aug 11, 2026
City State Bank History No change 9,307 705 0.16% 0.16% 772 0 0.0% Q2 2026 Jul 14, 2026
Allred Capital Management, LLC History No change 9,242 700 0.23% 0.23% 773 0 0.0% Q2 2026 Aug 12, 2026
CHILTON INVESTMENT CO INC. History No change 9,215 698 0.02% 0.02% 774 0 0.0% Q2 2026 Aug 14, 2026
WEALTH EFFECTS LLC History No change 9,213 698 0.19% 0.19% 775 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History No change 9,209 697 0.01% 0.01% 776 0 0.0% Q2 2026 Jul 30, 2026
TRUST CO OF VERMONT History No change 9,138 692 0.03% 0.03% 777 0 0.0% Q2 2026 Aug 07, 2026
Geneva Partners, LLC History No change 9,086 688 0.18% 0.18% 778 0 0.0% Q2 2026 Aug 10, 2026
Investment Research Partners LLC History No change 8,968 679 0.23% 0.23% 779 0 0.0% Q2 2026 Aug 04, 2026
Facet Wealth, Inc. History No change 8,913 675 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 27, 2026
ASL Financial, LLC History No change 8,912 675 0.48% 0.48% 781 0 0.0% Q2 2026 Jul 21, 2026
Vines Capital Management, LLC History No change 8,896 674 0.55% 0.55% 782 0 0.0% Q2 2026 Aug 14, 2026
NorthCoast Asset Management LLC History No change 8,818 668 0.01% 0.01% 783 0 0.0% Q2 2026 Aug 12, 2026
Perigon Wealth Management, LLC History No change 8,789 666 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 8,792 666 0.06% 0.06% 785 0 0.0% Q2 2026 Jul 22, 2026
Financial Partners Group, Inc History No change 8,779 665 0.07% 0.07% 786 0 0.0% Q2 2026 Jul 23, 2026
WELCH & FORBES LLC History No change 8,764 664 0.01% 0.01% 787 0 0.0% Q2 2026 Jul 30, 2026
ANCHYRA PARTNERS LLC History No change 8,650 655 0.16% 0.16% 788 0 0.0% Q2 2026 Jul 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 8,603 652 0.01% 0.01% 789 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History No change 8,600 651 0.06% 0.06% 790 0 0.0% Q2 2026 Jul 23, 2026
MONEY CONCEPTS CAPITAL CORP History No change 8,579 650 0.03% 0.03% 791 0 0.0% Q2 2026 Aug 04, 2026
Michels Family Financial, LLC History No change 8,517 645 0.41% 0.41% 792 0 0.0% Q2 2026 Aug 14, 2026
Forefront Wealth Partners, LLC History No change 8,515 645 0.2% 0.2% 793 0 0.0% Q2 2026 Aug 20, 2026
Sunburst Financial Group, LLC History No change 8,502 644 0.1% 0.1% 794 0 0.0% Q2 2026 Jul 08, 2026
XY Planning Network, Inc. History No change 8,487 643 0.08% 0.08% 795 0 0.0% Q2 2026 Jul 14, 2026
Fidelis Wealth Advisors LLC History No change 8,492 643 0.96% 0.96% 796 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 8,481 642 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 13, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 8,392 636 0.09% 0.09% 798 0 0.0% Q2 2026 Jul 20, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 8,382 635 0.08% 0.08% 799 0 0.0% Q2 2026 Aug 11, 2026
EFG International AG History No change 8,379 635 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 8,369 634 0.03% 0.03% 801 0 0.0% Q2 2026 Aug 14, 2026
Jordan Park Group LLC History No change 8,287 628 0.03% 0.03% 802 0 0.0% Q2 2026 Aug 11, 2026
Scott & Selber, Inc. History No change 8,241 624 0.13% 0.13% 803 0 0.0% Q2 2026 Jul 08, 2026
Rehmann Capital Advisory Group History No change 8,237 624 0.03% 0.03% 804 0 0.0% Q2 2026 Aug 20, 2026
Kovack Advisors, Inc. History No change 8,203 622 0.03% 0.03% 805 0 0.0% Q2 2026 Jul 28, 2026
Tandem Financial, LLC History No change 8,195 621 0.19% 0.19% 806 0 0.0% Q2 2026 Aug 13, 2026
Redwood Financial Network Corp History No change 8,183 620 0.34% 0.34% 807 0 0.0% Q2 2026 Aug 07, 2026
RFG - Bristol Wealth Advisors, LLC History No change 8,157 618 0.15% 0.15% 808 0 0.0% Q2 2026 Jul 27, 2026
GUIDANCE CAPITAL, INC History No change 7,914 614 0.13% 0.13% 809 0 0.0% Q2 2026 Jul 20, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 8,090 613 0.12% 0.12% 810 0 0.0% Q2 2026 Aug 06, 2026
Avant Capital LLC History No change 8,020 607 0.38% 0.38% 811 0 0.0% Q2 2026 Aug 12, 2026
Godfrey Financial Associates, Inc. History No change 8,011 607 0.46% 0.46% 812 0 0.0% Q2 2026 Aug 11, 2026
Diversified Trust Co History No change 7,998 606 0.01% 0.01% 813 0 0.0% Q2 2026 Jul 17, 2026
Veracity Capital LLC History No change 7,967 603 0.16% 0.16% 814 0 0.0% Q2 2026 Jul 10, 2026
HBK Sorce Advisory LLC History No change 7,569 599 0.01% 0.01% 815 0 0.0% Q2 2026 Aug 06, 2026
Advyzon Investment Management, LLC History No change 7,877 596 0.04% 0.04% 816 0 0.0% Q2 2026 Aug 14, 2026
Piedmont Capital Management, LLC/NC History No change 7,861 595 0.36% 0.36% 817 0 0.0% Q2 2026 Aug 13, 2026
Destination Wealth Management History No change 7,817 592 0.01% 0.01% 818 0 0.0% Q2 2026 Aug 14, 2026
Lincoln Capital LLC History No change 7,819 592 0.11% 0.11% 819 0 0.0% Q2 2026 Jul 07, 2026
ROMANO BROTHERS AND COMPANY History No change 7,773 589 0.06% 0.06% 820 0 0.0% Q2 2026 Jul 21, 2026
Bell Bank History No change 7,773 589 0.02% 0.02% 821 0 0.0% Q2 2026 Jul 15, 2026
Oakmont Advisory Group, LLC History No change 7,781 589 0.49% 0.49% 822 0 0.0% Q2 2026 Aug 03, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 7,769 588 0.08% 0.08% 823 0 0.0% Q2 2026 Jul 20, 2026
Prepared Retirement Institute LLC History No change 7,752 587 0.25% 0.25% 824 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Capital Group History No change 7,722 585 0.07% 0.07% 825 0 0.0% Q2 2026 Jul 08, 2026
Summit Financial Strategies, Inc. History No change 7,692 582 0.04% 0.04% 826 0 0.0% Q2 2026 Jul 24, 2026
SeaCrest Wealth Management, LLC History No change 7,687 582 0.06% 0.06% 827 0 0.0% Q2 2026 Jul 09, 2026
Apollon Financial, LLC History No change 7,684 582 0.07% 0.07% 828 0 0.0% Q2 2026 Jul 22, 2026
Kathmere Capital Management, LLC History No change 7,637 578 0.03% 0.03% 829 0 0.0% Q2 2026 Jul 29, 2026
Advisor OS, LLC History No change 7,622 577 0.04% 0.04% 830 0 0.0% Q2 2026 Aug 05, 2026
Dakota Wealth Management History No change 7,587 575 0.01% 0.01% 831 0 0.0% Q2 2026 Aug 07, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 7,597 575 0.06% 0.06% 832 0 0.0% Q2 2026 Jul 29, 2026
Nuveen, LLC History No change 7,563 573 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 11, 2026
Whelan Financial History No change 7,538 571 0.16% 0.16% 834 0 0.0% Q2 2026 Jul 24, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 7,524 570 0.06% 0.06% 835 0 0.0% Q2 2026 Jul 27, 2026
Inscription Capital, LLC History No change 7,532 570 0.05% 0.05% 836 0 0.0% Q2 2026 Aug 13, 2026
Private Capital Management, LLC History No change 7,510 569 0.05% 0.05% 837 0 0.0% Q2 2026 Aug 14, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 7,479 566 0.2% 0.2% 838 0 0.0% Q2 2026 Aug 12, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 7,370 558 0.21% 0.21% 839 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 7,162 557 0.05% 0.05% 840 0 0.0% Q2 2026 Aug 04, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 7,332 555 0.12% 0.12% 841 0 0.0% Q2 2026 Jul 10, 2026
Selective Wealth Management, Inc. History No change 7,108 548 0.14% 0.14% 842 0 0.0% Q2 2026 Jul 20, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 7,230 547 0.35% 0.35% 843 0 0.0% Q2 2026 Aug 04, 2026
BRADY FAMILY WEALTH, LLC History No change 7,154 542 0.16% 0.16% 844 0 0.0% Q2 2026 Jul 13, 2026
HEADINVEST, LLC History No change 7,140 541 0.1% 0.1% 845 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Investment Group, LLC History No change 7,147 541 0.07% 0.07% 846 0 0.0% Q2 2026 Aug 04, 2026
SIG BROKERAGE, LP History No change 7,133 540 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 14, 2026
Marshall Financial Group, LLC History No change 7,099 538 0.08% 0.08% 848 0 0.0% Q2 2026 Jul 17, 2026
Westmount Partners, LLC History No change 7,100 538 0.12% 0.12% 849 0 0.0% Q2 2026 Jul 07, 2026
Stanich Group LLC History No change 7,080 536 0.34% 0.34% 850 0 0.0% Q2 2026 Jul 16, 2026
Kraft, Davis & Associates, LLC History No change 6,947 534 0.11% 0.11% 851 0 0.0% Q2 2026 Jul 09, 2026
TFB Advisors LLC History No change 7,000 530 0.23% 0.23% 852 0 0.0% Q2 2026 Aug 06, 2026
DAVIS R M INC History No change 6,986 529 0.01% 0.01% 853 0 0.0% Q2 2026 Aug 14, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 6,968 528 0.16% 0.16% 854 0 0.0% Q2 2026 Aug 10, 2026
REGATTA CAPITAL GROUP, LLC History No change 6,971 528 0.07% 0.07% 855 0 0.0% Q2 2026 Aug 12, 2026
PlanVest Financial, Inc History No change 6,972 528 0.35% 0.35% 856 0 0.0% Q2 2026 Aug 10, 2026
First City Capital Management, Inc. History No change 6,929 525 0.26% 0.26% 857 0 0.0% Q2 2026 Jul 13, 2026
Tactive Advisors, LLC History No change 6,902 523 0.13% 0.13% 858 0 0.0% Q2 2026 Jul 08, 2026
HUNTINGTON NATIONAL BANK History No change 6,888 522 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 6,895 522 0.01% 0.01% 860 0 0.0% Q2 2026 Aug 04, 2026
Capital Advantage, Inc. History No change 6,870 520 0.06% 0.06% 861 0 0.0% Q2 2026 Jul 13, 2026
Regal Investment Advisors LLC History No change 6,836 518 0.03% 0.03% 862 0 0.0% Q2 2026 Aug 14, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 6,835 518 0.24% 0.24% 863 0 0.0% Q2 2026 Jul 17, 2026
Sepio Capital, LP History No change 6,832 517 0.03% 0.03% 864 0 0.0% Q2 2026 Jul 28, 2026
Clearwater Capital Advisors, LLC History No change 6,820 516 0.04% 0.04% 865 0 0.0% Q2 2026 Aug 06, 2026
Allspring Global Investments Holdings, LLC History No change 6,694 514 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History No change 6,775 513 0.0% 0.0% 867 0 0.0% Q2 2026 Jul 21, 2026
AdvisorNet Financial, Inc History No change 6,726 509 0.02% 0.02% 868 0 0.0% Q2 2026 Jul 23, 2026
Ballast Financial Advisors LLC History No change 6,708 508 0.46% 0.46% 869 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 6,702 507 0.01% 0.01% 870 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History No change 6,516 505 0.01% 0.01% 871 0 0.0% Q2 2026 Jul 08, 2026
OLD NATIONAL BANCORP /IN/ History No change 6,655 504 0.01% 0.01% 872 0 0.0% Q2 2026 Jul 15, 2026
Demars Financial Group, LLC History No change 6,606 500 0.14% 0.14% 873 0 0.0% Q2 2026 Jul 21, 2026
360 Financial, Inc. History No change 6,546 496 0.13% 0.13% 874 0 0.0% Q2 2026 Aug 11, 2026
Nicholas Hoffman & Company, LLC. History No change 6,402 485 0.01% 0.01% 875 0 0.0% Q2 2026 Aug 04, 2026
Mandatum Life Insurance Co Ltd History No change 6,331 479 0.09% 0.09% 876 0 0.0% Q2 2026 Aug 03, 2026
Squarepoint Ops LLC History No change 6,315 478 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 6,300 477 0.0% 0.0% 878 0 0.0% Q2 2026 Aug 13, 2026
Mendel Capital Management LLC History No change 6,282 476 0.21% 0.21% 879 0 0.0% Q2 2026 Jul 21, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 6,276 475 0.16% 0.16% 880 0 0.0% Q2 2026 Jul 23, 2026
National Wealth Management Group, LLC History No change 6,262 474 0.15% 0.15% 881 0 0.0% Q2 2026 Jul 14, 2026
American Wealth Advisors, LLC History No change 6,263 474 0.44% 0.44% 882 0 0.0% Q2 2026 Aug 07, 2026
Obermeyer Wealth Partners History No change 6,252 473 0.02% 0.02% 883 0 0.0% Q2 2026 Jul 29, 2026
Empower Advisory Group, LLC History No change 6,205 470 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 12, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 6,214 470 0.27% 0.27% 885 0 0.0% Q2 2026 Jul 28, 2026
Bay Capital Advisors, LLC History No change 6,186 468 0.25% 0.25% 886 0 0.0% Q2 2026 Jul 21, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 6,170 467 0.1% 0.1% 887 0 0.0% Q2 2026 Jul 27, 2026
Soltis Investment Advisors LLC History No change 6,175 467 0.03% 0.03% 888 0 0.0% Q2 2026 Jul 31, 2026
BOSTON FAMILY OFFICE LLC History No change 6,140 465 0.03% 0.03% 889 0 0.0% Q2 2026 Aug 12, 2026
GREENWOOD GEARHART LLC History No change 6,142 465 0.02% 0.02% 890 0 0.0% Q2 2026 Jul 24, 2026
Merkkuri Wealth Advisors LLC History No change 6,122 463 0.29% 0.29% 891 0 0.0% Q2 2026 Jul 27, 2026
Empire Financial Management Company, LLC History No change 6,097 462 0.18% 0.18% 892 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 6,092 461 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 6,085 461 0.01% 0.01% 894 0 0.0% Q2 2026 Jul 31, 2026
Investment Planning Advisors, Inc. History No change 6,019 456 0.11% 0.11% 895 0 0.0% Q2 2026 Jul 23, 2026
GWN SECURITIES INC. History No change 5,990 453 0.08% 0.08% 896 0 0.0% Q2 2026 Aug 05, 2026
Key FInancial Inc History No change 5,977 452 0.07% 0.07% 897 0 0.0% Q2 2026 Jul 24, 2026
Athena Wealth Management, LLC History No change 5,954 451 0.34% 0.34% 898 0 0.0% Q2 2026 Jul 21, 2026
Procyon Advisors, LLC History No change 5,943 450 0.02% 0.02% 899 0 0.0% Q2 2026 Jul 09, 2026
Collaborative Wealth Managment Inc. History No change 5,947 450 0.19% 0.19% 900 0 0.0% Q2 2026 Aug 05, 2026
Dynamic Financial Group History No change 5,932 449 0.34% 0.34% 901 0 0.0% Q2 2026 Jul 27, 2026
SAPIENT CAPITAL LLC History No change 5,922 448 0.01% 0.01% 902 0 0.0% Q2 2026 Jul 09, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 5,898 447 0.13% 0.13% 903 0 0.0% Q2 2026 Aug 12, 2026
BKM Wealth Management, LLC History No change 5,893 446 0.16% 0.16% 904 0 0.0% Q2 2026 Jul 29, 2026
OneAscent Financial Services LLC History No change 5,875 445 0.02% 0.02% 905 0 0.0% Q2 2026 Aug 11, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 5,782 438 0.02% 0.02% 906 0 0.0% Q2 2026 Jul 27, 2026
Soundwatch Capital LLC History No change 5,792 438 0.05% 0.05% 907 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 5,766 437 0.0% 0.0% 908 0 0.0% Q2 2026 Aug 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 5,759 436 0.0% 0.0% 909 0 0.0% Q2 2026 Aug 14, 2026
RDA Financial Network History No change 5,756 436 0.1% 0.1% 910 0 0.0% Q2 2026 Jul 06, 2026
Two West Capital Advisors LLC History No change 5,694 436 0.22% 0.22% 911 0 0.0% Q2 2026 Jul 22, 2026
Williams Jones Wealth Management, LLC. History No change 5,741 435 0.0% 0.0% 912 0 0.0% Q2 2026 Aug 05, 2026
SAX WEALTH ADVISORS, LLC History No change 6,184 433 0.02% 0.02% 913 0 0.0% Q2 2026 Jul 09, 2026
49 WEALTH MANAGEMENT, LLC History No change 5,716 433 0.08% 0.08% 914 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 5,716 433 0.08% 0.08% 915 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 5,703 432 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 12, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 5,689 431 0.18% 0.18% 917 0 0.0% Q2 2026 Aug 11, 2026
NovaPoint Capital, LLC History No change 5,683 430 0.09% 0.09% 918 0 0.0% Q2 2026 Aug 06, 2026
LVW Advisors, LLC History No change 5,627 426 0.04% 0.04% 919 0 0.0% Q2 2026 Jul 15, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 5,333 425 0.14% 0.14% 920 0 0.0% Q2 2026 Aug 13, 2026
Cloud Capital Management, LLC History No change 5,569 422 0.15% 0.15% 921 0 0.0% Q2 2026 Aug 13, 2026
Clark Asset Management, LLC History No change 5,573 422 0.03% 0.03% 922 0 0.0% Q2 2026 Jul 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 5,558 421 0.03% 0.03% 923 0 0.0% Q2 2026 Jul 13, 2026
Octavia Wealth Advisors, LLC History No change 5,549 420 0.04% 0.04% 924 0 0.0% Q2 2026 Jul 14, 2026
Range Advisory, LLC History No change 5,553 420 0.05% 0.05% 925 0 0.0% Q2 2026 Sep 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,540 419 0.02% 0.02% 926 0 0.0% Q2 2026 Jul 23, 2026
AMG National Trust Bank History No change 5,522 418 0.01% 0.01% 927 0 0.0% Q2 2026 Aug 06, 2026
Turtle Creek Wealth Advisors, LLC History No change 5,479 415 0.02% 0.02% 928 0 0.0% Q2 2026 Jul 27, 2026
Nautilus Advisors LLC History New 5,491 413 0.25% — 929 +5,491 New Q3 2026 Oct 06, 2026
Transamerica Financial Advisors, LLC History No change 5,447 412 0.03% 0.03% 930 0 0.0% Q2 2026 Aug 14, 2026
Ellenbecker Investment Group History No change 5,439 412 0.05% 0.05% 931 0 0.0% Q2 2026 Jul 27, 2026
Financial Security Advisor, Inc. History No change 5,440 412 0.07% 0.07% 932 0 0.0% Q2 2026 Aug 11, 2026
Lee Financial Co History No change 5,430 411 0.05% 0.05% 933 0 0.0% Q2 2026 Jul 22, 2026
Future Financial Wealth Managment LLC History No change 5,325 411 0.26% 0.26% 934 0 0.0% Q2 2026 Jul 24, 2026
Formidable Asset Management, LLC History No change 5,849 410 0.07% 0.07% 935 0 0.0% Q2 2026 Jul 17, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 5,400 409 0.05% 0.05% 936 0 0.0% Q2 2026 Jul 23, 2026
ABOUND FINANCIAL, LLC History No change 5,406 409 0.16% 0.16% 937 0 0.0% Q2 2026 Aug 14, 2026
Fortis Advisors, LLC History No change 5,359 406 0.19% 0.19% 938 0 0.0% Q2 2026 Aug 13, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 5,345 405 0.22% 0.22% 939 0 0.0% Q2 2026 Aug 13, 2026
Insight Wealth Partners, LLC History No change 5,292 401 0.05% 0.05% 940 0 0.0% Q2 2026 Aug 06, 2026
BCU Wealth Advisors, LLC History No change 5,278 400 0.13% 0.13% 941 0 0.0% Q2 2026 Jul 14, 2026
KFA Private Wealth Group, LLC History Added to 5,291 398 0.09% 0.09% 942 +256 5.08% Q3 2026 Oct 07, 2026
OneAscent Family Office, LLC History No change 5,232 396 0.2% 0.2% 943 0 0.0% Q2 2026 Aug 11, 2026
Northwest Wealth Advisors, LLC History No change 5,222 395 0.23% 0.23% 944 0 0.0% Q2 2026 Jul 23, 2026
Waterfront Wealth Inc. History No change 5,114 394 0.06% 0.06% 945 0 0.0% Q2 2026 Jul 30, 2026
Bond & Devick Financial Network, Inc. History No change 5,211 394 0.1% 0.1% 946 0 0.0% Q2 2026 Jul 16, 2026
INVESTED ADVISORS History No change 5,210 394 0.35% 0.35% 947 0 0.0% Q2 2026 Aug 04, 2026
Abundance Wealth Counselors History No change 5,172 391 0.03% 0.03% 948 0 0.0% Q2 2026 Jul 23, 2026
Oak Harvest Investment Services History No change 5,153 390 0.04% 0.04% 949 0 0.0% Q2 2026 Jul 24, 2026
Investment Management Trust, LLC History No change 5,121 388 0.35% 0.35% 950 0 0.0% Q2 2026 Aug 11, 2026
Ethos Financial Group, LLC History No change 4,950 387 0.03% 0.03% 951 0 0.0% Q2 2026 Aug 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 5,085 385 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 13, 2026
Sanchez Wealth Management Group History No change 5,092 385 0.07% 0.07% 953 0 0.0% Q2 2026 Jul 27, 2026
Atlanta Consulting Group Advisors, LLC History No change 5,080 385 0.06% 0.06% 954 0 0.0% Q2 2026 Aug 14, 2026
Greykasell Wealth Strategies, Inc. History No change 5,088 385 0.14% 0.14% 955 0 0.0% Q2 2026 Aug 11, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 5,051 382 0.11% 0.11% 956 0 0.0% Q2 2026 Jul 31, 2026
Integrity Investment Advisors, LLC History No change 5,022 380 0.17% 0.17% 957 0 0.0% Q2 2026 Jul 21, 2026
Elevation Wealth Management LLC History No change 5,027 380 0.28% 0.28% 958 0 0.0% Q2 2026 Jul 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,003 379 0.03% 0.03% 959 0 0.0% Q2 2026 Aug 04, 2026
Goepper Burkhardt LLC History No change 5,010 379 0.11% 0.11% 960 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Financial Management LLC History No change 5,010 379 0.3% 0.3% 961 0 0.0% Q2 2026 Aug 28, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 4,964 376 0.59% 0.59% 962 0 0.0% Q2 2026 Aug 11, 2026
Traynor Capital Management, Inc. History No change 4,971 376 0.02% 0.02% 963 0 0.0% Q2 2026 Jul 22, 2026
Regatta Research & Money Management History No change 4,967 376 0.36% 0.36% 964 0 0.0% Q2 2026 Aug 11, 2026
CX Institutional History Added to 4,968 375 0.01% 0.01% 965 +166 3.46% Q3 2026 Oct 02, 2026
Crestwood Advisors Group, LLC History No change 4,908 372 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 03, 2026
Odyssey Capital Advisors, Inc. History No change 4,917 372 0.27% 0.27% 967 0 0.0% Q2 2026 Jul 31, 2026
Merited Wealth, LLC History No change 4,897 371 0.26% 0.26% 968 0 0.0% Q2 2026 Aug 14, 2026
Carl P. Sherr & Co., LLC History No change 4,876 369 0.15% 0.15% 969 0 0.0% Q2 2026 Jul 31, 2026
Continuum Advisory, LLC History No change 4,860 368 0.03% 0.03% 970 0 0.0% Q2 2026 Aug 06, 2026
WEDBUSH SECURITIES INC History No change 4,811 365 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 28, 2026
ABLE Financial Group, LLC History No change 4,828 365 0.06% 0.06% 972 0 0.0% Q2 2026 Jul 22, 2026
Tortuga Wealth Management, Inc History No change 4,829 365 0.28% 0.28% 973 0 0.0% Q2 2026 Jul 30, 2026
Blue Chip Partners, LLC History No change 4,813 364 0.02% 0.02% 974 0 0.0% Q2 2026 Aug 14, 2026
HFG Advisors, Inc. History No change 4,767 361 0.23% 0.23% 975 0 0.0% Q2 2026 Aug 07, 2026
Point Windward Advisors Inc. History No change 4,730 358 0.16% 0.16% 976 0 0.0% Q2 2026 Jul 30, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 4,734 358 0.04% 0.04% 977 0 0.0% Q2 2026 Jul 07, 2026
CGN Advisors LLC History No change 4,709 356 0.03% 0.03% 978 0 0.0% Q2 2026 Jul 06, 2026
Syntegra Private Wealth Group, LLC History No change 4,709 356 0.03% 0.03% 979 0 0.0% Q2 2026 Jul 15, 2026
TrustBank History No change 4,700 356 0.12% 0.12% 980 0 0.0% Q2 2026 Jul 20, 2026
Wilmington Savings Fund Society, FSB History No change 4,697 355 0.01% 0.01% 981 0 0.0% Q2 2026 Jul 28, 2026
Capital Square, LLC History No change 4,618 355 0.16% 0.16% 982 0 0.0% Q2 2026 Aug 12, 2026
LM Advisors LLC History No change 4,684 355 0.04% 0.04% 983 0 0.0% Q2 2026 Aug 12, 2026
Rinkey Investments History No change 4,677 354 0.08% 0.08% 984 0 0.0% Q2 2026 Jul 20, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 4,619 350 0.02% 0.02% 985 0 0.0% Q2 2026 Jul 29, 2026
Noble Family Wealth, LLC History No change 4,606 349 0.06% 0.06% 986 0 0.0% Q2 2026 Aug 04, 2026
PHILADELPHIA TRUST CO History No change 4,595 348 0.02% 0.02% 987 0 0.0% Q2 2026 Aug 10, 2026
Vontobel Holding Ltd. History No change 4,600 348 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 03, 2026
Concorde Asset Management, LLC History No change 4,592 348 0.2% 0.2% 989 0 0.0% Q2 2026 Aug 18, 2026
Bedel Financial Consulting, Inc. History No change 4,574 346 0.03% 0.03% 990 0 0.0% Q2 2026 Jul 29, 2026
Castle Rock Wealth Management, LLC History No change 4,538 345 0.07% 0.07% 991 0 0.0% Q2 2026 Jul 07, 2026
Navis Wealth Advisors, LLC History No change 4,523 342 0.13% 0.13% 992 0 0.0% Q2 2026 Aug 14, 2026
Southeast Asset Advisors, LLC History No change 4,505 341 0.03% 0.03% 993 0 0.0% Q2 2026 Aug 14, 2026
Curtis Advisory Group, LLC History No change 4,500 341 0.07% 0.07% 994 0 0.0% Q2 2026 Jul 29, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 4,500 341 0.05% 0.05% 995 0 0.0% Q2 2026 Aug 11, 2026
Blue Zone Wealth Advisors, LLC History No change 4,500 341 0.06% 0.06% 996 0 0.0% Q2 2026 Jul 14, 2026
Commonwealth Retirement Investments LLC History No change 4,505 341 0.09% 0.09% 997 0 0.0% Q2 2026 Aug 03, 2026
Greater Midwest Financial Group, LLC History No change 4,511 341 0.17% 0.17% 998 0 0.0% Q2 2026 Jul 15, 2026
WEST MICHIGAN ADVISORS, LLC History No change 4,481 339 0.06% 0.06% 999 0 0.0% Q2 2026 Aug 21, 2026
Integras Partners LLC History No change 4,475 339 0.19% 0.19% 1000 0 0.0% Q2 2026 Jul 24, 2026
Wellington Shields & Co., LLC History No change 4,448 337 0.08% 0.08% 1001 0 0.0% Q2 2026 Aug 10, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 4,458 337 0.12% 0.12% 1002 0 0.0% Q2 2026 Aug 13, 2026
Garrett Wealth Advisory Group, LLC History No change 4,388 332 0.05% 0.05% 1003 0 0.0% Q2 2026 Aug 04, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 4,389 332 0.11% 0.11% 1004 0 0.0% Q2 2026 Jul 15, 2026
Eastover Investment Advisors LLC History No change 4,396 331 0.13% 0.13% 1005 0 0.0% Q3 2026 Oct 05, 2026
SP Asset Management LLC History No change 4,376 331 0.03% 0.03% 1006 0 0.0% Q2 2026 Aug 04, 2026
Squire Investment Management Company, LLC History No change 4,353 329 0.08% 0.08% 1007 0 0.0% Q2 2026 Jul 28, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 4,298 329 0.29% 0.29% 1008 0 0.0% Q2 2026 Jul 16, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 4,325 327 0.12% 0.12% 1009 0 0.0% Q2 2026 Jul 08, 2026
Town Capital LLC History No change 4,269 323 0.2% 0.2% 1010 0 0.0% Q2 2026 Jul 27, 2026
GDS Wealth Management History No change 4,255 322 0.02% 0.02% 1011 0 0.0% Q2 2026 Aug 13, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 4,209 319 0.11% 0.11% 1012 0 0.0% Q2 2026 Jul 21, 2026
Connecticut Capital Management Group, LLC History No change 4,187 317 0.26% 0.26% 1013 0 0.0% Q2 2026 Jul 17, 2026
Sun Group Wealth Partners History No change 4,178 316 0.22% 0.22% 1014 0 0.0% Q2 2026 Jul 23, 2026
Legacy Edge Advisors, LLC History No change 4,151 314 0.03% 0.03% 1015 0 0.0% Q2 2026 Aug 11, 2026
ETF Store, Inc. History No change 4,134 313 0.26% 0.26% 1016 0 0.0% Q2 2026 Jul 29, 2026
STOCK YARDS BANK & TRUST CO History No change 4,123 312 0.01% 0.01% 1017 0 0.0% Q2 2026 Aug 19, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 4,096 310 0.02% 0.02% 1018 0 0.0% Q2 2026 Jul 08, 2026
Klingman & Associates, LLC History No change 4,100 310 0.01% 0.01% 1019 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 4,059 307 0.01% 0.01% 1020 0 0.0% Q2 2026 Aug 03, 2026
Randolph Co Inc History No change 4,039 306 0.03% 0.03% 1021 0 0.0% Q2 2026 Jul 23, 2026
SageView Advisory Group, LLC History No change 4,029 305 0.01% 0.01% 1022 0 0.0% Q2 2026 Aug 10, 2026
Stonebrook Private Inc. History No change 4,021 304 0.06% 0.06% 1023 0 0.0% Q2 2026 Aug 14, 2026
Guardian Partners Inc. History No change 4,000 303 0.03% 0.03% 1024 0 0.0% Q2 2026 Jul 29, 2026
Integrity Financial Corp /WA History No change 4,007 303 0.14% 0.14% 1025 0 0.0% Q2 2026 Jul 31, 2026
Balefire, LLC History No change 3,968 300 0.05% 0.05% 1026 0 0.0% Q2 2026 Jul 07, 2026
NICOLET BANKSHARES INC History No change 3,880 299 0.01% 0.01% 1027 0 0.0% Q2 2026 Aug 11, 2026
Cedar Wealth Management, LLC History No change 3,934 298 0.08% 0.08% 1028 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors Wealth Management, LLC History No change 3,932 298 0.03% 0.03% 1029 0 0.0% Q2 2026 Jul 23, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 3,899 295 0.07% 0.07% 1030 0 0.0% Q2 2026 Aug 10, 2026
BBR PARTNERS, LLC History No change 3,885 294 0.01% 0.01% 1031 0 0.0% Q2 2026 Aug 11, 2026
Hirtle & Co., LLC History No change 3,869 293 0.01% 0.01% 1032 0 0.0% Q2 2026 Aug 14, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 3,821 289 0.04% 0.04% 1033 0 0.0% Q2 2026 Jul 10, 2026
SRH ADVISORS, LLC History No change 3,825 289 0.07% 0.07% 1034 0 0.0% Q2 2026 Jul 24, 2026
United Advisor Group, LLC History No change 3,824 289 0.03% 0.03% 1035 0 0.0% Q2 2026 Jul 29, 2026
Mascoma Wealth Management LLC History No change 3,796 287 0.05% 0.05% 1036 0 0.0% Q2 2026 Jul 24, 2026
waypoint wealth counsel History No change 3,781 286 0.18% 0.18% 1037 0 0.0% Q2 2026 Aug 04, 2026
Westside Investment Management, Inc. History No change 3,748 284 0.04% 0.04% 1038 0 0.0% Q2 2026 Jul 27, 2026
Kelly Financial Services LLC History No change 3,752 284 0.06% 0.06% 1039 0 0.0% Q2 2026 Jul 14, 2026
Avail Investment Partners, LLC History No change 3,758 284 0.22% 0.22% 1040 0 0.0% Q2 2026 Jul 31, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,713 281 0.02% 0.02% 1041 0 0.0% Q2 2026 Aug 07, 2026
Huntleigh Advisors, Inc. History No change 3,715 281 0.04% 0.04% 1042 0 0.0% Q2 2026 Aug 04, 2026
MOR Wealth Management, LLC History No change 3,710 281 0.11% 0.11% 1043 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,681 279 0.0% 0.0% 1044 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Financial Group, Inc. History No change 3,675 278 0.09% 0.09% 1045 0 0.0% Q2 2026 Jul 28, 2026
Community Financial Services Group, LLC History No change 3,651 277 0.04% 0.04% 1046 0 0.0% Q2 2026 Jul 09, 2026
Note Advisors, LLC History No change 3,657 277 0.12% 0.12% 1047 0 0.0% Q2 2026 Aug 14, 2026
BROGAN FINANCIAL, INC. History No change 3,646 276 0.11% 0.11% 1048 0 0.0% Q2 2026 Aug 13, 2026
VISIONARY HORIZONS, LLC History No change 3,651 276 0.12% 0.12% 1049 0 0.0% Q2 2026 Jul 16, 2026
Guardian Asset Advisors, LLC History No change 3,646 276 0.13% 0.13% 1050 0 0.0% Q2 2026 Jul 21, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 3,650 276 0.11% 0.11% 1051 0 0.0% Q2 2026 Jul 24, 2026
IFG Advisors, LLC History No change 3,630 275 0.04% 0.04% 1052 0 0.0% Q2 2026 Jul 22, 2026
MTM Investment Management, LLC History No change 3,629 275 0.08% 0.08% 1053 0 0.0% Q2 2026 Aug 03, 2026
Accurate Wealth Management, LLC History No change 3,571 275 0.03% 0.03% 1054 0 0.0% Q2 2026 Jul 14, 2026
ATWOOD & PALMER INC History No change 3,598 272 0.01% 0.01% 1055 0 0.0% Q2 2026 Jul 08, 2026
North Star Investment Management Corp. History No change 3,591 272 0.01% 0.01% 1056 0 0.0% Q2 2026 Jul 28, 2026
Strathmore Capital Advisors, Inc. History No change 3,534 271 0.07% 0.07% 1057 0 0.0% Q2 2026 Aug 10, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 3,558 269 0.03% 0.03% 1058 0 0.0% Q2 2026 Aug 05, 2026
Security Financial Services, INC. History No change 3,561 269 0.04% 0.04% 1059 0 0.0% Q2 2026 Jul 15, 2026
ZACKS INVESTMENT MANAGEMENT History No change 3,529 267 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,536 267 0.0% 0.0% 1061 0 0.0% Q2 2026 Aug 11, 2026
Goldstein Advisors, LLC History No change 3,527 267 0.02% 0.02% 1062 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,500 265 0.03% 0.03% 1063 0 0.0% Q2 2026 Aug 13, 2026
Next Level Private LLC History No change 3,493 264 0.05% 0.05% 1064 0 0.0% Q2 2026 Jul 09, 2026
Second Line Capital, LLC History No change 3,448 261 0.05% 0.05% 1065 0 0.0% Q2 2026 Sep 02, 2026
Wrenne Financial Planning LLC History No change 3,411 258 0.09% 0.09% 1066 0 0.0% Q2 2026 Jul 27, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 3,404 256 0.02% 0.02% 1067 0 0.0% Q3 2026 Oct 06, 2026
TFR Capital, LLC. History No change 3,384 256 0.07% 0.07% 1068 0 0.0% Q2 2026 Aug 06, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 3,371 255 0.02% 0.02% 1069 0 0.0% Q2 2026 Jul 16, 2026
Oakworth Capital, Inc. History No change 3,352 254 0.01% 0.01% 1070 0 0.0% Q2 2026 Jul 22, 2026
Sharp Wealth Advisory, LLC History No change 3,362 254 0.12% 0.12% 1071 0 0.0% Q2 2026 Jul 24, 2026
LEUTHOLD GROUP, LLC History No change 3,341 253 0.03% 0.03% 1072 0 0.0% Q2 2026 Aug 04, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 3,336 252 0.02% 0.02% 1073 0 0.0% Q2 2026 Jul 09, 2026
Federation des caisses Desjardins du Quebec History No change 3,335 252 0.0% 0.0% 1074 0 0.0% Q2 2026 Aug 13, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 3,335 252 0.11% 0.11% 1075 0 0.0% Q2 2026 Aug 14, 2026
JMG Financial Group, Ltd. History No change 3,300 250 0.01% 0.01% 1076 0 0.0% Q2 2026 Jul 31, 2026
Family Capital Management, Inc. History No change 3,307 250 0.1% 0.1% 1077 0 0.0% Q2 2026 Jul 31, 2026
Peak Retirement Planning, Inc. History No change 3,299 250 0.04% 0.04% 1078 0 0.0% Q2 2026 Aug 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,297 249 0.0% 0.0% 1079 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Management, Inc./Texas History No change 3,291 249 0.1% 0.1% 1080 0 0.0% Q2 2026 Aug 10, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 3,264 247 0.06% 0.06% 1081 0 0.0% Q2 2026 Jul 23, 2026
L & S Advisors Inc History No change 3,258 246 0.03% 0.03% 1082 0 0.0% Q2 2026 Aug 12, 2026
NWF Advisory Services Inc. History No change 3,257 246 0.02% 0.02% 1083 0 0.0% Q2 2026 Jul 29, 2026
Landmark Wealth Management, LLC History No change 3,221 244 0.06% 0.06% 1084 0 0.0% Q2 2026 Aug 10, 2026
Stordahl Capital Management, Inc. History No change 3,220 244 0.04% 0.04% 1085 0 0.0% Q2 2026 Jul 14, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 3,202 242 0.02% 0.02% 1086 0 0.0% Q2 2026 Jul 31, 2026
Brand Asset Management Group, Inc. History No change 3,188 241 0.05% 0.05% 1087 0 0.0% Q2 2026 Aug 12, 2026
Berger Financial Group, Inc History No change 3,183 241 0.01% 0.01% 1088 0 0.0% Q2 2026 Aug 04, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 3,189 241 0.04% 0.04% 1089 0 0.0% Q2 2026 Aug 14, 2026
Wells Financial Advisors INC History No change 3,180 241 2.24% 2.24% 1090 0 0.0% Q2 2026 Jul 23, 2026
Polaris Investment Advisors, LLC History No change 3,182 241 0.15% 0.15% 1091 0 0.0% Q2 2026 Jul 09, 2026
Rodgers Brothers Inc. History No change 3,173 240 0.02% 0.02% 1092 0 0.0% Q2 2026 Aug 05, 2026
Costello Asset Management, INC History No change 3,170 240 0.07% 0.07% 1093 0 0.0% Q2 2026 Jul 28, 2026
Mission Hills Financial Advisory, LLC History No change 3,179 240 0.11% 0.11% 1094 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Group LLC History No change 3,161 239 0.03% 0.03% 1095 0 0.0% Q2 2026 Aug 05, 2026
ACUTE INVESTMENT ADVISORY, LLC History No change 3,165 239 2.53% 2.53% 1096 0 0.0% Q2 2026 Jul 27, 2026
Covenant Asset Management, LLC History No change 3,151 238 0.04% 0.04% 1097 0 0.0% Q2 2026 Jul 20, 2026
Bannerstone Capital Management, LLC History No change 3,150 238 0.2% 0.2% 1098 0 0.0% Q2 2026 Jul 31, 2026
LANARK FINANCIAL, INC. History No change 3,132 237 0.02% 0.02% 1099 0 0.0% Q2 2026 Jul 21, 2026
Elevated Financial Group LLC History No change 3,132 237 0.06% 0.06% 1100 0 0.0% Q2 2026 Jul 22, 2026
Argent Trust Co History No change 3,106 235 0.01% 0.01% 1101 0 0.0% Q2 2026 Aug 06, 2026
Founders Financial Alliance, LLC History No change 3,112 235 0.03% 0.03% 1102 0 0.0% Q2 2026 Aug 04, 2026
AIMZ Investment Advisors, LLC History No change 3,098 234 0.06% 0.06% 1103 0 0.0% Q2 2026 Aug 13, 2026
Owen LaRue, LLC History No change 3,095 234 0.08% 0.08% 1104 0 0.0% Q2 2026 Jul 22, 2026
Integris Wealth Management, LLC History No change 3,076 233 0.05% 0.05% 1105 0 0.0% Q2 2026 Jul 10, 2026
Heartwood Wealth Advisors LLC History No change 3,094 233 0.02% 0.02% 1106 0 0.0% Q3 2026 Oct 05, 2026
Kirkwood Financial Services History No change 3,022 229 0.07% 0.07% 1107 0 0.0% Q2 2026 Aug 25, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 3,000 227 0.0% 0.0% 1108 0 0.0% Q2 2026 Aug 10, 2026
Annex Advisory Services, LLC History No change 2,994 226 0.0% 0.0% 1109 0 0.0% Q2 2026 Jul 10, 2026
Fisher Asset Management, LLC History No change 2,979 225 0.0% 0.0% 1110 0 0.0% Q2 2026 Aug 04, 2026
apricus wealth, LLC History No change 2,973 225 0.11% 0.11% 1111 0 0.0% Q2 2026 Jul 22, 2026
Optivise Advisory Services LLC History No change 2,976 225 0.11% 0.11% 1112 0 0.0% Q2 2026 Jul 13, 2026
Capital Group Private Client Services, Inc. History No change 2,938 222 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 12, 2026
Amplius Wealth Advisors, LLC History No change 2,942 222 0.02% 0.02% 1114 0 0.0% Q2 2026 Jul 17, 2026
Simplicity Wealth,LLC History No change 2,937 222 0.01% 0.01% 1115 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 2,921 221 0.0% 0.0% 1116 0 0.0% Q2 2026 Jul 23, 2026
Legacy Capital Wealth Partners, LLC History No change 2,924 221 0.04% 0.04% 1117 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ALLIANCE, LLC History No change 2,913 220 0.02% 0.02% 1118 0 0.0% Q2 2026 Aug 11, 2026
Liberty Atlantic Advisors LLC History No change 2,904 220 0.16% 0.16% 1119 0 0.0% Q2 2026 Jul 21, 2026
BNC WEALTH MANAGEMENT, LLC History No change 2,870 217 0.05% 0.05% 1120 0 0.0% Q2 2026 Jul 21, 2026
Drucker Wealth 3.0, LLC History No change 2,875 217 0.03% 0.03% 1121 0 0.0% Q2 2026 Jul 13, 2026
WESTBOURNE INVESTMENTS, INC. History No change 2,850 216 0.09% 0.09% 1122 0 0.0% Q2 2026 Aug 11, 2026
AlphaStar Capital Management, LLC History No change 2,857 216 0.01% 0.01% 1123 0 0.0% Q2 2026 Jul 30, 2026
Avion Wealth History No change 2,852 216 0.04% 0.04% 1124 0 0.0% Q2 2026 Jul 31, 2026
GHP Investment Advisors, Inc. History No change 2,830 214 0.01% 0.01% 1125 0 0.0% Q2 2026 Jul 17, 2026
One Capital Management, LLC History No change 3,062 214 0.01% 0.01% 1126 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 2,830 214 0.02% 0.02% 1127 0 0.0% Q2 2026 Jul 13, 2026
Bellars Harris Wealth Management, LLC History No change 2,830 214 0.04% 0.04% 1128 0 0.0% Q2 2026 Aug 06, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 2,786 211 0.01% 0.01% 1129 0 0.0% Q2 2026 Jul 31, 2026
Balance Wealth Partners LLC History No change 2,789 211 0.06% 0.06% 1130 0 0.0% Q2 2026 Jul 21, 2026
Royal Harbor Partners, LLC History No change 2,773 210 0.07% 0.07% 1131 0 0.0% Q2 2026 Jul 27, 2026
Vericrest Private Wealth History No change 2,775 210 0.19% 0.19% 1132 0 0.0% Q2 2026 Jul 28, 2026
Vantus Wealth LLC History No change 2,779 210 0.11% 0.11% 1133 0 0.0% Q2 2026 Aug 07, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 2,758 209 0.01% 0.01% 1134 0 0.0% Q2 2026 Aug 03, 2026
Summit Wealth Group, LLC History No change 2,762 209 0.04% 0.04% 1135 0 0.0% Q2 2026 Aug 04, 2026
CarsonAllaria Wealth Management, Ltd. History No change 2,768 209 0.09% 0.09% 1136 0 0.0% Q2 2026 Jul 28, 2026
Clarkston Capital Partners, LLC History No change 2,755 208 0.02% 0.02% 1137 0 0.0% Q2 2026 Aug 11, 2026
Valued Wealth Advisors LLC History No change 2,729 206 0.07% 0.07% 1138 0 0.0% Q2 2026 Jul 20, 2026
Fifth Third Wealth Advisors LLC History No change 2,711 205 0.01% 0.01% 1139 0 0.0% Q2 2026 Jul 17, 2026
RAHLFS CAPITAL, LLC History No change 2,700 204 0.15% 0.15% 1140 0 0.0% Q2 2026 Jul 28, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 2,683 203 0.01% 0.01% 1141 0 0.0% Q2 2026 Aug 05, 2026
Gradient Investments LLC History No change 2,688 203 0.0% 0.0% 1142 0 0.0% Q2 2026 Jul 08, 2026
SVB WEALTH LLC History No change 2,665 201 0.01% 0.01% 1143 0 0.0% Q2 2026 Jul 17, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 2,652 200 0.08% 0.08% 1144 0 0.0% Q2 2026 Aug 04, 2026
BARRETT & COMPANY, INC. History No change 2,600 197 0.06% 0.06% 1145 0 0.0% Q2 2026 Jul 24, 2026
Stone House Investment Management, LLC History No change 2,587 196 0.03% 0.03% 1146 0 0.0% Q2 2026 Aug 05, 2026
Portfolio Resources Advisor Group, Inc. History No change 2,572 194 0.16% 0.16% 1147 0 0.0% Q2 2026 Jul 29, 2026
JFS WEALTH ADVISORS, LLC History No change 2,459 186 0.01% 0.01% 1148 0 0.0% Q2 2026 Jul 10, 2026
3 FACTOR INDEXING, LLC History No change 2,355 178 0.15% 0.15% 1149 0 0.0% Q2 2026 Jul 08, 2026
AMERIFLEX GROUP, INC. History No change 2,337 177 0.07% 0.07% 1150 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 2,283 173 0.01% 0.01% 1151 0 0.0% Q2 2026 Jul 20, 2026
ST GERMAIN D J CO INC History No change 2,290 173 0.01% 0.01% 1152 0 0.0% Q2 2026 Jul 21, 2026
Tower Research Capital LLC (TRC) History No change 2,213 167 0.0% 0.0% 1153 0 0.0% Q2 2026 Aug 11, 2026
Bogart Wealth, LLC History No change 2,194 166 0.01% 0.01% 1154 0 0.0% Q2 2026 Jul 24, 2026
NorthAvenue LLC History No change 2,127 161 0.12% 0.12% 1155 0 0.0% Q2 2026 Jul 21, 2026
Plante Moran Financial Advisors, LLC History No change 2,117 160 0.01% 0.01% 1156 0 0.0% Q2 2026 Aug 06, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 2,105 159 0.03% 0.03% 1157 0 0.0% Q2 2026 Jul 23, 2026
CrossGen Wealth, LLC History No change 2,097 158 0.12% 0.12% 1158 0 0.0% Q2 2026 Jul 24, 2026
DEUTSCHE BANK AG\ History No change 2,080 157 0.0% 0.0% 1159 0 0.0% Q2 2026 Aug 07, 2026
Realta Investment Advisors History No change 2,044 154 0.05% 0.05% 1160 0 0.0% Q2 2026 Jul 20, 2026
Archer Investment Corp History No change 2,037 154 0.03% 0.03% 1161 0 0.0% Q2 2026 Aug 03, 2026
TOTH FINANCIAL ADVISORY CORP History No change 2,005 151 0.01% 0.01% 1162 0 0.0% Q2 2026 Jul 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 2,002 151 0.01% 0.01% 1163 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 1,929 146 0.03% 0.03% 1164 0 0.0% Q2 2026 Jul 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,928 145 0.0% 0.0% 1165 -431 -18.27% Q3 2026 Oct 05, 2026
REYL & Cie S.A. History No change 2,037 143 0.16% 0.16% 1166 0 0.0% Q2 2026 Oct 02, 2026
American Capital Advisory, LLC History No change 1,802 136 0.05% 0.05% 1167 0 0.0% Q2 2026 Jul 28, 2026
Morton Brown Family Wealth, LLC History No change 1,790 135 0.03% 0.03% 1168 0 0.0% Q2 2026 Jul 21, 2026
Glassman Wealth Services History No change 1,769 134 0.02% 0.02% 1169 0 0.0% Q2 2026 Aug 05, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 1,776 134 0.06% 0.06% 1170 0 0.0% Q2 2026 Aug 14, 2026
Acropolis Investment Management, LLC History No change 1,731 131 0.01% 0.01% 1171 0 0.0% Q2 2026 Jul 16, 2026
EPG Wealth Management LLC History No change 1,693 128 0.03% 0.03% 1172 0 0.0% Q2 2026 Jul 28, 2026
Caitlin John, LLC History No change 1,698 128 0.07% 0.07% 1173 0 0.0% Q2 2026 Aug 17, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 1,698 128 0.11% 0.11% 1174 0 0.0% Q2 2026 Aug 05, 2026
Harbor Asset Planning, Inc. History No change 1,685 127 0.1% 0.1% 1175 0 0.0% Q2 2026 Jul 22, 2026
Signature Equity Partners, LLC History No change 1,668 126 0.06% 0.06% 1176 0 0.0% Q2 2026 Jul 30, 2026
HOEY INVESTMENTS, INC History No change 1,653 125 0.02% 0.02% 1177 0 0.0% Q2 2026 Jul 27, 2026
MCDONALD PARTNERS LLC History No change 1,649 124 0.03% 0.03% 1178 0 0.0% Q2 2026 Jul 28, 2026
Redwood Park Advisors LLC History No change 1,603 121 0.08% 0.08% 1179 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 1,600 121 0.04% 0.04% 1180 0 0.0% Q2 2026 Jul 31, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,520 115 0.0% 0.0% 1181 0 0.0% Q2 2026 Jul 08, 2026
Gleason Group, Inc. History No change 1,501 113 0.01% 0.01% 1182 0 0.0% Q2 2026 Jul 13, 2026
Medallion Wealth Advisors, LLC History No change 2,082 113 0.04% 0.04% 1183 0 0.0% Q2 2026 Aug 14, 2026
Brooklyn FI, LLC History No change 1,455 112 0.02% 0.02% 1184 0 0.0% Q2 2026 Aug 04, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,466 111 0.01% 0.01% 1185 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 1,470 111 0.01% 0.01% 1186 0 0.0% Q2 2026 Jul 22, 2026
Quent Capital, LLC History No change 1,453 110 0.01% 0.01% 1187 0 0.0% Q2 2026 Aug 07, 2026
Cranbrook Wealth Management, LLC History No change 1,443 109 0.02% 0.02% 1188 0 0.0% Q2 2026 Aug 06, 2026
CERTUITY, LLC History No change 1,444 109 0.01% 0.01% 1189 0 0.0% Q2 2026 Jul 28, 2026
Noble Wealth Management PBC History No change 1,450 109 0.05% 0.05% 1190 0 0.0% Q3 2026 Oct 01, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,436 108 0.01% 0.01% 1191 0 0.0% Q2 2026 Jul 31, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,409 106 0.01% 0.01% 1192 0 0.0% Q2 2026 Aug 12, 2026
West Branch Capital LLC History No change 1,382 104 0.02% 0.02% 1193 0 0.0% Q2 2026 Jul 10, 2026
Cassaday & Co Wealth Management LLC History No change 1,350 102 0.0% 0.0% 1194 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Added to 1,308 98 0.01% 0.01% 1195 +7 0.54% Q3 2026 Oct 01, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,260 95 0.01% 0.01% 1196 0 0.0% Q2 2026 Aug 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,242 94 0.04% 0.04% 1197 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 1,217 92 0.03% 0.03% 1198 0 0.0% Q2 2026 Aug 10, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,190 90 0.03% 0.03% 1199 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 1,163 88 0.02% 0.02% 1200 0 0.0% Q2 2026 Aug 07, 2026
FAS Wealth Partners, Inc. History No change 1,149 87 0.0% 0.0% 1201 0 0.0% Q2 2026 Jul 29, 2026
ELEVATE WEALTH ADVISORY, INC History No change 1,150 87 0.05% 0.05% 1202 0 0.0% Q2 2026 Aug 14, 2026
BAYBAN History No change 1,146 86 0.07% 0.07% 1203 0 0.0% Q2 2026 Jul 30, 2026
BOKF, NA History No change 1,134 85 0.0% 0.0% 1204 0 0.0% Q2 2026 Aug 10, 2026
Imprint Wealth LLC History No change 1,118 84 0.34% 0.34% 1205 0 0.0% Q2 2026 Aug 14, 2026
West Financial Advisors, LLC History No change 1,098 83 0.01% 0.01% 1206 0 0.0% Q2 2026 Jul 08, 2026
CDKV HOLDINGS LLC History No change 1,083 82 0.06% 0.06% 1207 0 0.0% Q2 2026 Jul 30, 2026
WHITTIER TRUST CO History No change 991 76 0.0% 0.0% 1208 0 0.0% Q2 2026 Jul 27, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,000 75 0.0% 0.0% 1209 0 0.0% Q2 2026 Aug 14, 2026
Dorato Capital Management History No change 978 75 0.05% 0.05% 1210 0 0.0% Q2 2026 Jul 13, 2026
Lodestone Wealth Management LLC History No change 977 74 0.03% 0.03% 1211 0 0.0% Q2 2026 Jul 23, 2026
BFSG, LLC History No change 974 73 0.01% 0.01% 1212 0 0.0% Q2 2026 Jul 20, 2026
Rossby Financial, LCC History No change 967 73 0.01% 0.01% 1213 0 0.0% Q2 2026 Aug 04, 2026
Copia Wealth Management History No change 968 73 0.04% 0.04% 1214 0 0.0% Q2 2026 Aug 17, 2026
Burnham & Co LLC History No change 950 72 0.06% 0.06% 1215 0 0.0% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History No change 917 69 0.01% 0.01% 1216 0 0.0% Q2 2026 Jul 28, 2026
Russell Investments Group, Ltd. History No change 917 69 0.0% 0.0% 1217 0 0.0% Q2 2026 Aug 06, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 903 68 0.01% — 1219 +903 New Q3 2026 Oct 07, 2026
Hilltop National Bank History No change 904 68 0.01% 0.01% 1218 0 0.0% Q2 2026 Jul 01, 2026
Community Bank, N.A. History No change 886 67 0.01% 0.01% 1220 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History No change 896 67 0.01% 0.01% 1221 0 0.0% Q3 2026 Oct 05, 2026
Hilton Head Capital Partners, LLC History No change 888 67 0.03% 0.03% 1222 0 0.0% Q2 2026 Jul 27, 2026
High Point Wealth Management, LLC History No change 880 66 0.05% 0.05% 1223 0 0.0% Q2 2026 Jul 20, 2026
Newton One Investments LLC History No change 862 65 0.02% 0.02% 1224 0 0.0% Q2 2026 Jul 22, 2026
RED REEF ADVISORS LLC History No change 862 65 0.06% 0.06% 1225 0 0.0% Q2 2026 Jul 23, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 850 64 0.01% 0.01% 1226 0 0.0% Q2 2026 Sep 02, 2026
WPG Advisers, LLC History No change 855 64 0.04% 0.04% 1227 0 0.0% Q2 2026 Aug 05, 2026
OBSIDIAN CIO, LLC History No change 825 62 0.05% 0.05% 1228 0 0.0% Q2 2026 Aug 03, 2026
Synergy Investment Management, LLC History No change 811 61 0.01% 0.01% 1229 0 0.0% Q2 2026 Aug 14, 2026
Bulwark Capital Corp History No change 816 61 0.03% 0.03% 1230 0 0.0% Q2 2026 Jul 06, 2026
Tripletail Wealth Management, LLC History No change 800 61 0.07% 0.07% 1231 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 800 60 0.02% 0.02% 1232 +4 0.5% Q3 2026 Oct 07, 2026
TIAA Wealth Investment Management LLC History No change 778 59 0.0% 0.0% 1233 0 0.0% Q2 2026 Aug 10, 2026
Family Manage LLC History No change 771 58 0.01% 0.01% 1234 0 0.0% Q2 2026 Aug 14, 2026
Access Investment Management LLC History No change 760 57 0.01% 0.01% 1235 0 0.0% Q2 2026 Aug 03, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 751 56 0.0% 0.0% 1236 0 0.0% Q2 2026 Aug 03, 2026
Clark Wealth Partners History No change 748 56 0.03% 0.03% 1237 0 0.0% Q2 2026 Jul 28, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 729 55 0.03% 0.03% 1238 0 0.0% Q2 2026 Aug 04, 2026
Coastline Trust Co History No change 697 52 0.0% 0.0% 1239 0 0.0% Q3 2026 Oct 01, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 678 51 0.0% 0.0% 1240 0 0.0% Q2 2026 Jul 21, 2026
JNBA Financial Advisors History No change 684 51 0.0% 0.0% 1241 0 0.0% Q2 2026 Jul 23, 2026
Heritage Wealth Advisors History No change 686 51 0.0% 0.0% 1242 0 0.0% Q2 2026 Aug 14, 2026
Darwin Wealth Management, LLC History No change 685 51 0.01% 0.01% 1243 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Planning Group LLC History No change 665 51 0.01% 0.01% 1244 0 0.0% Q2 2026 Jul 29, 2026
TOMPKINS FINANCIAL CORP History No change 668 50 0.0% 0.0% 1245 0 0.0% Q3 2026 Oct 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 655 49 0.03% 0.03% 1246 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 638 48 0.0% 0.0% 1247 0 0.0% Q2 2026 Jul 27, 2026
MidFirst Bank History No change 594 45 0.0% 0.0% 1248 0 0.0% Q2 2026 Aug 07, 2026
IAG Wealth Partners, LLC History No change 592 44 0.0% 0.0% 1249 0 0.0% Q2 2026 Aug 06, 2026
REXFORD CAPITAL INC History No change 590 44 0.03% 0.03% 1250 0 0.0% Q2 2026 Jul 29, 2026
ESL Trust Services, LLC History No change 558 42 0.01% 0.01% 1251 0 0.0% Q2 2026 Aug 13, 2026
Operose Advisors LLC History No change 563 42 0.01% 0.01% 1252 0 0.0% Q2 2026 Aug 13, 2026
DHJJ Financial Advisors, Ltd. History No change 533 40 0.01% 0.01% 1253 0 0.0% Q2 2026 Jul 24, 2026
Advantage Trust Co History No change 503 38 0.01% 0.01% 1254 0 0.0% Q2 2026 Jul 17, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 510 38 0.01% 0.01% 1255 0 0.0% Q2 2026 Jul 15, 2026
Downshift Financial, LLC History No change 513 38 0.02% 0.02% 1256 0 0.0% Q2 2026 Aug 12, 2026
Walsh & Associates, LLC History No change 510 38 0.03% 0.03% 1257 0 0.0% Q2 2026 Jul 21, 2026
Horrell Capital Management, Inc. History No change 500 37 0.02% 0.02% 1258 0 0.0% Q2 2026 Jul 16, 2026
LifeSteps Financial, Inc. History No change 471 35 0.02% 0.02% 1259 0 0.0% Q2 2026 Jul 17, 2026
VIMA LLC History No change 465 35 0.03% 0.03% 1260 0 0.0% Q2 2026 Jul 24, 2026
Strive Financial Group ,LLC History No change 473 35 0.02% 0.02% 1261 0 0.0% Q2 2026 Aug 14, 2026
MASECO LLP History No change 454 34 0.0% 0.0% 1262 0 0.0% Q2 2026 Aug 05, 2026
Beaird Harris Wealth Management, LLC History No change 446 33 0.0% 0.0% 1263 0 0.0% Q2 2026 Jul 08, 2026
Ulland Investment Advisors, LLC History No change 440 33 0.02% 0.02% 1264 0 0.0% Q2 2026 Jul 16, 2026
Parkside Financial Bank & Trust History No change 430 32 0.0% 0.0% 1265 0 0.0% Q2 2026 Sep 04, 2026
Triumph Capital Management History No change 416 31 0.01% 0.01% 1266 0 0.0% Q2 2026 Jul 20, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 400 30 0.01% 0.01% 1267 0 0.0% Q2 2026 Jul 29, 2026
Independence Bank of Kentucky History No change 401 30 0.0% 0.0% 1268 0 0.0% Q2 2026 Jul 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 398 30 0.01% 0.01% 1269 0 0.0% Q2 2026 Aug 27, 2026
Bullock Wealth Management Group History No change 405 30 0.01% 0.01% 1270 0 0.0% Q2 2026 Aug 19, 2026
Barnes Dennig Private Wealth Management LLC History No change 385 29 0.02% 0.02% 1271 0 0.0% Q2 2026 Jul 15, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 374 28 0.01% 0.01% 1272 0 0.0% Q2 2026 Jul 24, 2026
Ascentis Independent Advisors History No change 377 28 0.08% 0.08% 1273 0 0.0% Q2 2026 Aug 04, 2026
Arlington Trust Co LLC History No change 370 28 0.0% 0.0% 1274 0 0.0% Q2 2026 Jul 07, 2026
Tidemark, LLC History No change 363 27 0.01% 0.01% 1275 0 0.0% Q2 2026 Aug 10, 2026
DiNuzzo Private Wealth, Inc. History No change 316 23 0.0% 0.0% 1276 0 0.0% Q2 2026 Jul 10, 2026
Keystone Financial Group, Inc. History No change 305 23 0.01% 0.01% 1277 0 0.0% Q2 2026 Jul 21, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 300 22 0.01% 0.01% 1278 0 0.0% Q2 2026 Jul 21, 2026
CGC Financial Services, LLC History No change 282 21 0.0% 0.0% 1279 0 0.0% Q2 2026 Jul 13, 2026
Rialto Wealth Management, LLC History No change 267 20 0.0% 0.0% 1280 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 276 20 0.01% 0.01% 1281 0 0.0% Q2 2026 Aug 13, 2026
Pflug Koory, LLC History No change 256 19 0.01% 0.01% 1282 0 0.0% Q2 2026 Jul 21, 2026
Miller Capital Partners, Inc. History No change 252 19 0.01% 0.01% 1283 0 0.0% Q2 2026 Aug 12, 2026
Front Row Advisors LLC History No change 238 18 0.01% 0.01% 1284 0 0.0% Q2 2026 Aug 13, 2026
Whipplewood Advisors, LLC History No change 249 18 0.01% 0.01% 1285 0 0.0% Q2 2026 Jul 27, 2026
Ankerstar Wealth, LLC History No change 240 18 0.02% 0.02% 1286 0 0.0% Q2 2026 Aug 13, 2026
Wellington Shields Capital Management, LLC History No change 230 17 0.0% 0.0% 1287 0 0.0% Q2 2026 Aug 10, 2026
SIMA Wealth Partners, LLC History No change 237 17 0.01% 0.01% 1288 0 0.0% Q2 2026 Jul 28, 2026
Tower View Wealth Management LLC History No change 220 16 0.01% 0.01% 1289 0 0.0% Q2 2026 Jul 24, 2026
O'Domhnaill Enterprises, Inc. History No change 219 16 0.01% 0.01% 1290 0 0.0% Q2 2026 Jul 30, 2026
Clearstead Trust, LLC History No change 207 15 0.0% 0.0% 1291 0 0.0% Q2 2026 Aug 06, 2026
Y.D. More Investments Ltd History No change 200 15 0.0% 0.0% 1292 0 0.0% Q2 2026 Aug 05, 2026
Mosley Wealth Management History No change 210 15 0.0% 0.0% 1293 0 0.0% Q2 2026 Jul 23, 2026
FIRST COMMUNITY TRUST NA History No change 197 14 0.0% 0.01% 1294 0 0.0% Q3 2026 Oct 07, 2026
Indiana Trust & Investment Management Co History No change 185 14 0.0% 0.0% 1295 0 0.0% Q2 2026 Jul 22, 2026
CBIZ Investment Advisory Services, LLC History No change 208 14 0.0% 0.0% 1296 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 192 14 0.0% 0.0% 1297 0 0.0% Q2 2026 Aug 06, 2026
TORONTO DOMINION BANK History No change 171 13 0.0% 0.0% 1298 0 0.0% Q2 2026 Aug 14, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 176 13 0.01% 0.01% 1299 0 0.0% Q2 2026 Aug 18, 2026
BOK Financial Private Wealth, Inc. History No change 180 13 0.0% 0.0% 1300 0 0.0% Q2 2026 Aug 07, 2026
Napier Financial, LLC History No change 172 13 0.0% 0.0% 1301 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 166 12 0.0% 0.0% 1302 0 0.0% Q2 2026 Aug 13, 2026
SITTNER & NELSON, LLC History No change 167 12 0.0% 0.0% 1303 0 0.0% Q2 2026 Aug 07, 2026
Caldwell Trust Co History No change 166 12 0.0% 0.0% 1304 0 0.0% Q2 2026 Aug 03, 2026
Key Capital Management, INC History No change 160 12 0.01% 0.01% 1305 0 0.0% Q2 2026 Jul 27, 2026
Atomic Invest LLC History No change 160 12 0.0% 0.0% 1306 0 0.0% Q2 2026 Sep 25, 2026
Johnson Financial Group, Inc. History No change 154 11 0.0% 0.0% 1307 0 0.0% Q2 2026 Aug 10, 2026
Providence Capital Advisors, LLC History No change 154 11 0.0% 0.0% 1308 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 149 11 0.0% 0.0% 1309 0 0.0% Q2 2026 Aug 06, 2026
Truvestments Capital LLC History No change 143 10 0.0% 0.0% 1310 0 0.0% Q2 2026 Aug 12, 2026
Sankala Group LLC History No change 130 10 0.01% 0.01% 1311 0 0.0% Q2 2026 Aug 18, 2026
Robinswood Financial LLC History No change 138 10 0.0% 0.0% 1312 0 0.0% Q2 2026 Jul 14, 2026
Private Wealth Asset Management, LLC History No change 127 9 0.0% 0.0% 1313 0 0.0% Q2 2026 Aug 11, 2026
Quantum Portfolio Management LLC History No change 121 9 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 14, 2026
Nova Wealth Management, Inc. History No change 125 9 0.0% 0.0% 1315 0 0.0% Q2 2026 Jul 13, 2026
KERR FINANCIAL PLANNING Corp History No change 128 9 0.01% 0.01% 1316 0 0.0% Q2 2026 Jul 02, 2026
Steigerwald, Gordon & Koch Inc. History No change 106 8 0.0% 0.0% 1317 0 0.0% Q2 2026 Jul 22, 2026
DecisionPoint Financial, LLC History No change 108 8 0.0% 0.0% 1318 0 0.0% Q2 2026 Aug 05, 2026
Creative Capital Management Investments LLC History No change 110 8 0.0% 0.0% 1319 0 0.0% Q2 2026 Jul 24, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 109 8 0.0% 0.0% 1320 0 0.0% Q2 2026 Jul 21, 2026
GROUP ONE TRADING LLC History No change 100 7 0.0% 0.0% 1321 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 102 7 0.0% 0.0% 1322 0 0.0% Q2 2026 Jul 16, 2026
Sawyer & Company, Inc History No change 102 7 0.0% 0.0% 1323 0 0.0% Q2 2026 Jul 23, 2026
TSFG, LLC History No change 90 7 0.0% 0.0% 1324 0 0.0% Q2 2026 Jul 23, 2026
Strategic Advocates LLC History No change 100 7 0.03% 0.03% 1325 0 0.0% Q2 2026 Aug 13, 2026
BankPlus Trust Department History No change 94 7 0.0% 0.0% 1326 0 0.0% Q2 2026 Jul 28, 2026
TFC Financial Management, Inc. History No change 66 5 0.0% 0.0% 1327 0 0.0% Q2 2026 Jul 23, 2026
Nemes Rush Group LLC History No change 73 5 0.0% 0.0% 1328 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History No change 55 4 0.0% 0.0% 1329 0 0.0% Q2 2026 Aug 04, 2026
MONTAG A & ASSOCIATES INC History No change 61 4 0.0% 0.0% 1330 0 0.0% Q2 2026 Aug 05, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 53 4 0.0% 0.0% 1331 0 0.0% Q2 2026 Aug 10, 2026
Westend Capital Management, LLC History No change 64 4 0.0% 0.0% 1332 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 60 4 0.0% 0.0% 1333 0 0.0% Q2 2026 Jul 30, 2026
Meramec Financial Planners, LLC History No change 61 4 0.0% 0.0% 1334 0 0.0% Q2 2026 Jul 28, 2026
WOLFF WIESE MAGANA LLC History No change 46 3 0.0% 0.0% 1335 0 0.0% Q2 2026 Jul 13, 2026
Frazier Financial Advisors, LLC History No change 50 3 0.0% 0.0% 1336 0 0.0% Q2 2026 Aug 10, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 51 3 0.0% 0.0% 1337 0 0.0% Q2 2026 Aug 14, 2026
PITTENGER & ANDERSON INC History No change 34 2 0.0% 0.0% 1338 0 0.0% Q2 2026 Jul 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 34 2 0.0% 0.0% 1339 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 27 2 0.0% 0.0% 1340 0 0.0% Q2 2026 Aug 10, 2026
RMG Wealth Management LLC History No change 30 2 0.0% 0.0% 1341 0 0.0% Q2 2026 Aug 13, 2026
IMG Wealth Management, Inc. History No change 39 2 0.0% 0.0% 1342 0 0.0% Q2 2026 Aug 07, 2026
Kilter Group LLC History No change 30 2 0.0% 0.0% 1343 0 0.0% Q2 2026 Aug 11, 2026
Aventura Private Wealth, LLC History No change 27 2 0.0% 0.0% 1344 0 0.0% Q2 2026 Jul 15, 2026
Eukles Asset Management History No change 22 1 0.0% 0.0% 1345 0 0.0% Q2 2026 Aug 05, 2026
Salomon & Ludwin, LLC History No change 16 1 0.0% 0.0% 1346 0 0.0% Q2 2026 Aug 07, 2026
Bradley & Co. Private Wealth Management, LLC History No change 20 1 0.0% 0.0% 1347 0 0.0% Q2 2026 Aug 10, 2026
Kingdom Financial Group LLC. History No change 25 1 0.0% 0.0% 1348 0 0.0% Q2 2026 Aug 07, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 23 1 0.0% 0.0% 1349 0 0.0% Q2 2026 Jul 21, 2026
Dogwood Wealth Management LLC History No change 15 1 0.0% 0.0% 1350 0 0.0% Q2 2026 Jul 06, 2026
Pacific Wealth Management History Closed out 0 0 — 0.09% — -2,640 -100.0% Q3 2026 Oct 05, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -447 -100.0% Q3 2026 Oct 07, 2026
Ameritas Investment Partners, Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Roble, Belko & Company, Inc History No change 5 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Lloyd Advisory Services, LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Sage Mountain Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
NBH Bank History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026