WisdomTree Trust - DGRW

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 11,286,993 1,079,262 0.07% 0.07% 1 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 11,266,011 1,077,255 0.24% 0.24% 2 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 11,095,584 1,060,959 0.53% 0.53% 3 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 8,705,431 832,413 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 13, 2026
Hamilton Capital, LLC History Added to 7,246,278 704,628 39.57% 34.09% 5 +45,210 0.63% Q3 2026 Oct 08, 2026
AMERIPRISE FINANCIAL INC History No change 6,810,149 651,206 0.13% 0.13% 6 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,500,117 334,681 0.09% 0.09% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 2,793,709 267,134 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 2,717,667 259,863 0.25% 0.25% 9 0 0.0% Q2 2026 Aug 05, 2026
Cetera Investment Advisers History No change 2,640,256 252,461 0.23% 0.23% 10 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,966,718 188,057 0.04% 0.04% 11 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 1,632,046 156,056 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,526,712 145,985 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 1,451,061 138,750 3.64% 3.64% 14 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,291,594 123,502 0.13% 0.13% 15 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 1,181,665 112,990 0.52% 0.52% 16 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 1,143,793 109,369 0.56% 0.56% 17 0 0.0% Q2 2026 Aug 13, 2026
Bluespring Wealth Management, LLC History No change 1,088,807 104,111 2.0% 2.0% 18 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 1,080,381 103,306 0.5% 0.5% 19 0 0.0% Q2 2026 Aug 13, 2026
WADDELL & ASSOCIATES, LLC History No change 1,037,498 99,205 4.91% 4.91% 20 0 0.0% Q2 2026 Jul 15, 2026
Stratos Investment Management, LLC History No change 971,774 92,921 3.36% 3.36% 21 0 0.0% Q2 2026 Aug 11, 2026
Clearwater Capital Advisors, LLC History No change 938,490 89,738 6.58% 6.58% 22 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 887,176 84,831 0.11% 0.11% 23 0 0.0% Q2 2026 Jul 29, 2026
Bouchey Financial Group, Ltd. History No change 885,297 84,652 5.47% 5.47% 24 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 856,123 81,862 0.13% 0.13% 25 0 0.0% Q2 2026 Aug 13, 2026
RVW Wealth, LLC History Reduced 833,624 81,061 5.2% 5.3% 26 -8,683 -1.03% Q3 2026 Oct 06, 2026
Glassman Wealth Services History No change 827,493 79,124 9.48% 9.48% 27 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 727,465 70,615 0.12% 0.12% 28 0 0.0% Q2 2026 Jul 15, 2026
Savant Capital, LLC History No change 768,169 70,414 0.21% 0.21% 29 0 0.0% Q2 2026 Aug 10, 2026
Legacy Financial Advisors, Inc. History No change 732,660 70,056 8.54% 8.54% 30 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 725,739 69,406 0.08% 0.08% 31 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 694,986 66,454 0.21% 0.21% 32 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 694,884 66,444 0.1% 0.1% 33 0 0.0% Q2 2026 Aug 13, 2026
IAM Advisory, LLC History No change 668,549 63,926 12.46% 12.46% 34 0 0.0% Q2 2026 Jul 14, 2026
Spinnaker Investment Group, LLC History No change 642,340 61,420 9.84% 9.84% 35 0 0.0% Q2 2026 Jul 10, 2026
Schorn Wealth LLC History No change 622,496 59,523 15.57% 15.57% 36 0 0.0% Q2 2026 Jul 31, 2026
HighPoint Advisor Group LLC History No change 616,362 58,936 2.08% 2.08% 37 0 0.0% Q2 2026 Aug 05, 2026
Prestige Wealth Management Group LLC History No change 605,899 57,936 10.52% 10.52% 38 0 0.0% Q2 2026 Aug 14, 2026
BEACON FINANCIAL GROUP History No change 580,499 55,507 5.04% 5.04% 39 0 0.0% Q2 2026 Jul 16, 2026
JPMORGAN CHASE & CO History No change 565,233 53,923 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
Glen Eagle Advisors, LLC History No change 540,005 51,635 6.51% 6.51% 41 0 0.0% Q2 2026 Aug 14, 2026
Duncan Williams Asset Management, LLC History No change 533,740 51,036 11.5% 11.5% 42 0 0.0% Q2 2026 Jul 22, 2026
NewEdge Advisors, LLC History No change 533,206 50,985 0.15% 0.15% 43 0 0.0% Q2 2026 Aug 12, 2026
CONNABLE OFFICE INC History No change 530,321 50,709 4.46% 4.46% 44 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Investment Research Advisors, Inc. History No change 514,533 49,200 0.11% 0.11% 45 0 0.0% Q2 2026 Jul 27, 2026
OneDigital Investment Advisors LLC History No change 514,236 49,171 0.41% 0.41% 46 0 0.0% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History No change 506,722 48,453 0.04% 0.04% 47 0 0.0% Q2 2026 Aug 12, 2026
Intrua Financial, LLC History No change 497,158 47,538 4.36% 4.36% 48 0 0.0% Q2 2026 Jul 24, 2026
Equitable Holdings, Inc. History No change 461,544 44,132 0.26% 0.26% 49 0 0.0% Q2 2026 Aug 17, 2026
One Capital Management, LLC History No change 498,699 43,805 1.22% 1.22% 50 0 0.0% Q2 2026 Aug 13, 2026
Serenus Wealth Advisors, LLC History No change 413,908 39,577 6.91% 6.91% 51 0 0.0% Q2 2026 Aug 05, 2026
Team Financial Group, LLC History No change 407,395 38,955 16.54% 16.54% 52 0 0.0% Q2 2026 Jul 10, 2026
IFP Advisors, Inc History No change 406,971 38,914 0.7% 0.7% 53 0 0.0% Q2 2026 Jul 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 403,172 38,551 0.42% 0.42% 54 0 0.0% Q2 2026 Jul 28, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 398,575 38,111 3.81% 3.81% 55 0 0.0% Q2 2026 Jul 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 394,078 37,307 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
TAIYO LIFE INSURANCE CO History No change 390,000 37,292 3.41% 3.41% 57 0 0.0% Q2 2026 Jul 27, 2026
Aspire Capital Advisors LLC History No change 381,712 36,499 7.11% 7.11% 58 0 0.0% Q2 2026 Aug 05, 2026
Sanchez Wealth Management Group History No change 378,315 36,174 6.34% 6.34% 59 0 0.0% Q2 2026 Jul 27, 2026
BCM ADVISORS, LLC History No change 378,553 36,129 7.03% 7.03% 60 0 0.0% Q2 2026 Jul 28, 2026
RESOLUTE CAPITAL, LLC History No change 364,168 34,821 12.02% 12.02% 61 0 0.0% Q2 2026 Jul 29, 2026
Winthrop Advisory Group LLC History No change 356,925 34,129 2.3% 2.3% 62 0 0.0% Q2 2026 Jul 17, 2026
MML INVESTORS SERVICES, LLC History No change 351,171 33,578 0.07% 0.07% 63 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 342,329 32,733 0.39% 0.39% 64 0 0.0% Q2 2026 Aug 13, 2026
PINNACLE ASSOCIATES LTD History No change 333,133 31,854 0.35% 0.35% 65 0 0.0% Q2 2026 Aug 03, 2026
Choice Wealth Advisors LLC History No change 330,979 31,648 11.11% 11.11% 66 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Wealth, LLC History No change 329,817 31,537 0.32% 0.32% 67 0 0.0% Q2 2026 Aug 10, 2026
Per Stirling Capital Management, LLC. History No change 328,739 31,434 2.98% 2.98% 68 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 327,342 31,300 1.02% 1.02% 69 0 0.0% Q2 2026 Jul 31, 2026
Mariner, LLC History No change 321,071 30,700 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 13, 2026
Amplius Wealth Advisors, LLC History No change 309,723 29,615 2.17% 2.17% 71 0 0.0% Q2 2026 Jul 17, 2026
Cerity Partners LLC History No change 305,644 29,225 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 299,352 28,624 0.04% 0.04% 73 0 0.0% Q2 2026 Aug 27, 2026
Stenger Family Office, LLC History No change 292,242 27,905 4.43% 4.43% 74 0 0.0% Q2 2026 Jul 13, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 291,804 27,902 2.34% 2.34% 75 0 0.0% Q2 2026 Jul 09, 2026
TigerOak Management, L.L.C. History No change 291,189 27,843 7.82% 7.82% 76 0 0.0% Q2 2026 Aug 11, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 290,900 27,815 0.7% 0.7% 77 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 280,702 26,840 0.15% 0.15% 78 0 0.0% Q2 2026 Jul 29, 2026
CVFG LLC History No change 278,284 26,609 2.79% 2.79% 79 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Reduced 273,415 26,586 0.19% 0.2% 80 -173 -0.06% Q3 2026 Oct 08, 2026
Concurrent Investment Advisors, LLC History No change 276,849 26,472 0.23% 0.23% 81 0 0.0% Q2 2026 Jul 27, 2026
Cresta Advisors, Ltd. History No change 250,466 23,949 8.6% 8.6% 82 0 0.0% Q2 2026 Jul 22, 2026
ACT Advisors, LLC. History No change 243,485 23,282 7.74% 7.74% 83 0 0.0% Q2 2026 Jul 22, 2026
Creative Planning History No change 242,422 23,180 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 242,412 23,179 0.22% 0.22% 85 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 237,279 22,688 0.13% 0.13% 86 0 0.0% Q2 2026 Jul 24, 2026
SK Wealth Management, LLC History No change 225,628 22,587 5.09% 5.09% 87 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 232,694 22,250 0.04% 0.04% 88 0 0.0% Q2 2026 Aug 05, 2026
Compass Financial Services Inc History No change 231,370 22,123 8.27% 8.27% 89 0 0.0% Q2 2026 Jul 24, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 229,630 21,957 12.11% 12.11% 90 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 222,142 21,241 1.26% 1.26% 91 0 0.0% Q2 2026 Aug 05, 2026
CRA Financial Services, LLC History No change 221,273 21,158 2.44% 2.44% 92 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 217,430 20,790 0.1% 0.1% 93 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 216,316 20,684 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 14, 2026
MOR Wealth Management, LLC History No change 208,478 19,934 7.94% 7.94% 95 0 0.0% Q2 2026 Aug 06, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 206,369 19,732 13.68% 13.68% 96 0 0.0% Q2 2026 Jul 23, 2026
TRUIST FINANCIAL CORP History No change 198,910 19,019 0.02% 0.02% 97 0 0.0% Q2 2026 Jul 28, 2026
EAGLE WEALTH STRATEGIES LLC History No change 198,832 19,012 7.26% 7.26% 98 0 0.0% Q2 2026 Jul 09, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 197,509 18,885 6.06% 6.06% 99 0 0.0% Q2 2026 Jul 24, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 195,666 18,709 1.45% 1.45% 100 0 0.0% Q2 2026 Jul 16, 2026
Heck Capital Advisors, LLC History No change 191,164 18,279 1.09% 1.09% 101 0 0.0% Q2 2026 Jul 10, 2026
Curi Capital, LLC History No change 188,390 18,013 0.28% 0.28% 102 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 185,780 17,764 0.58% 0.58% 103 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 182,751 17,474 0.18% 0.18% 104 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 180,457 17,215 0.56% 0.56% 105 0 0.0% Q2 2026 Aug 12, 2026
Main Street Financial Solutions, LLC History No change 176,803 16,905 1.08% 1.08% 106 0 0.0% Q2 2026 Aug 07, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 174,441 16,680 6.15% 6.15% 107 0 0.0% Q2 2026 Jul 22, 2026
Focus Financial Network, Inc. History No change 169,182 16,177 0.5% 0.5% 108 0 0.0% Q2 2026 Jul 09, 2026
TopTier Wealth Management, LLC History No change 163,408 15,625 9.44% 9.44% 109 0 0.0% Q2 2026 Jul 14, 2026
Solano Wealth Investment Advisors LLC History No change 159,765 15,276 6.95% 6.95% 110 0 0.0% Q2 2026 Jul 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 157,946 15,102 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 12, 2026
Lauer Wealth, LLC History No change 151,513 14,584 8.75% 8.75% 112 0 0.0% Q2 2026 Jul 15, 2026
Williams Financial, LLC History No change 147,038 14,059 7.27% 7.27% 113 0 0.0% Q2 2026 Jul 21, 2026
Avidian Wealth Enterprises, LLC History Added to 143,071 13,912 0.39% 0.37% 114 +3,325 2.38% Q3 2026 Oct 08, 2026
GOLDMAN SACHS GROUP INC History No change 144,846 13,850 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 141,917 13,570 0.48% 0.48% 116 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History No change 141,827 13,561 1.43% 1.43% 117 0 0.0% Q2 2026 Jul 29, 2026
Gaddis Premier Wealth Advisors LLC History No change 139,810 13,368 8.12% 8.12% 118 0 0.0% Q2 2026 Aug 04, 2026
TD Capital Management LLC History No change 137,069 13,106 1.07% 1.07% 119 0 0.0% Q2 2026 Aug 06, 2026
Oxinas Partners, LLC History No change 136,804 13,081 5.16% 5.16% 120 0 0.0% Q2 2026 Jul 14, 2026
Alpha Zero LLC History No change 133,076 12,899 4.89% 4.89% 121 0 0.0% Q2 2026 Jul 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 130,300 12,459 0.13% 0.13% 122 0 0.0% Q2 2026 Aug 14, 2026
IAG Wealth Partners, LLC History No change 128,898 12,325 1.22% 1.22% 123 0 0.0% Q2 2026 Aug 06, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 128,005 12,239 7.25% 7.25% 124 0 0.0% Q2 2026 Jul 21, 2026
Three Magnolias Financial Advisors, LLC History No change 122,661 11,728 6.53% 6.53% 125 0 0.0% Q2 2026 Jul 31, 2026
Wealthspire Advisors, LLC History No change 121,708 11,637 0.06% 0.06% 126 0 0.0% Q2 2026 Aug 11, 2026
Darrow Company, Inc. History No change 120,844 11,554 4.48% 4.48% 127 0 0.0% Q2 2026 Jul 29, 2026
MBA Advisors LLC History No change 119,649 11,440 3.85% 3.85% 128 0 0.0% Q2 2026 Jul 28, 2026
Wealthcare Advisory Partners LLC History No change 114,868 10,983 0.21% 0.21% 129 0 0.0% Q2 2026 Jul 09, 2026
Retirement Planning Group, LLC History No change 113,879 10,889 0.28% 0.28% 130 0 0.0% Q2 2026 Aug 05, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 112,047 10,714 2.89% 2.89% 131 0 0.0% Q2 2026 Aug 07, 2026
World Investment Advisors History No change 121,030 10,635 0.18% 0.18% 132 0 0.0% Q2 2026 Aug 13, 2026
Avant Capital LLC History No change 111,064 10,619 6.65% 6.65% 133 0 0.0% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History No change 105,650 10,102 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 14, 2026
Journey Advisory Group, LLC History No change 105,286 10,067 0.77% 0.77% 135 0 0.0% Q2 2026 Aug 04, 2026
CERTUITY, LLC History No change 105,076 10,047 0.5% 0.5% 136 0 0.0% Q2 2026 Jul 28, 2026
Wilmington Savings Fund Society, FSB History No change 104,521 9,994 0.22% 0.22% 137 0 0.0% Q2 2026 Jul 28, 2026
Fiduciary Group, LLC History No change 101,487 9,704 0.76% 0.76% 138 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 101,121 9,669 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Partners, LTD. History No change 100,714 9,630 0.1% 0.1% 140 0 0.0% Q2 2026 Aug 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 100,401 9,600 0.15% 0.15% 141 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 99,974 9,559 0.37% 0.37% 142 0 0.0% Q2 2026 Jul 22, 2026
Sequoia Financial Advisors, LLC History No change 97,798 9,351 0.05% 0.05% 143 0 0.0% Q2 2026 Jul 17, 2026
Rothschild Wealth LLC History No change 96,629 9,239 0.74% 0.74% 144 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 95,447 9,126 0.27% 0.27% 145 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 93,764 8,965 0.04% 0.04% 146 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 93,298 8,928 0.05% 0.05% 147 0 0.0% Q2 2026 Aug 14, 2026
Nvest Wealth Strategies, Inc. History No change 89,504 8,558 5.35% 5.35% 148 0 0.0% Q2 2026 Jul 10, 2026
Gateway Wealth Partners, LLC History No change 89,344 8,543 0.51% 0.51% 149 0 0.0% Q2 2026 Aug 04, 2026
Founders Financial Alliance, LLC History No change 89,162 8,525 1.13% 1.13% 150 0 0.0% Q2 2026 Aug 04, 2026
Gray Private Wealth, LLC History No change 88,769 8,488 3.67% 3.67% 151 0 0.0% Q2 2026 Jul 24, 2026
Riverbend Wealth Management, LLC History No change 88,670 8,478 4.26% 4.26% 152 0 0.0% Q2 2026 Jul 22, 2026
Baird Financial Group, Inc. History No change 86,600 8,280 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 86,377 8,259 1.85% 1.85% 154 0 0.0% Q2 2026 Jul 27, 2026
Prosperity Consulting Group, LLC History No change 86,339 8,255 0.31% 0.31% 155 0 0.0% Q2 2026 Aug 13, 2026
ALBION FINANCIAL GROUP /UT History No change 85,269 8,153 0.47% 0.47% 156 0 0.0% Q2 2026 Jul 22, 2026
PMG Wealth Management, Inc. History No change 85,269 8,153 5.04% 5.04% 157 0 0.0% Q2 2026 Aug 05, 2026
Latko Wealth Management, Ltd. History No change 84,959 8,123 3.45% 3.45% 158 0 0.0% Q2 2026 Jul 24, 2026
Ethos Financial Group, LLC History No change 81,316 7,737 0.52% 0.52% 159 0 0.0% Q2 2026 Aug 07, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 78,747 7,529 0.65% 0.65% 160 0 0.0% Q2 2026 Jul 27, 2026
Golden State Wealth Management, LLC History No change 77,099 7,372 0.67% 0.67% 161 0 0.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History No change 76,571 7,321 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 14, 2026
White Pine Investment CO History No change 75,688 7,237 1.54% 1.54% 163 0 0.0% Q2 2026 Jul 20, 2026
FMR LLC History No change 74,953 7,166 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 73,477 7,025 0.14% 0.14% 165 0 0.0% Q2 2026 Aug 14, 2026
LM Advisors LLC History No change 73,417 7,015 0.81% 0.81% 166 0 0.0% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History No change 72,431 6,925 0.15% 0.15% 167 0 0.0% Q2 2026 Aug 14, 2026
Axis Wealth Partners, LLC History No change 71,749 6,860 3.29% 3.29% 168 0 0.0% Q2 2026 Jul 28, 2026
FFG RETIREMENT ADVISORS LLC History No change 70,624 6,753 3.57% 3.57% 169 0 0.0% Q2 2026 Jul 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 69,767 6,671 0.27% 0.27% 170 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History No change 68,238 6,524 0.07% 0.07% 171 0 0.0% Q2 2026 Aug 10, 2026
Clear Creek Financial Management, LLC History No change 68,132 6,514 0.42% 0.42% 172 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisory Services, LLC History No change 66,301 6,339 0.39% 0.39% 173 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 66,066 6,317 0.07% 0.07% 174 0 0.0% Q2 2026 Aug 03, 2026
Prospera Financial Services Inc History No change 66,007 6,314 0.09% 0.09% 175 0 0.0% Q2 2026 Jul 15, 2026
Waverly Advisors, LLC History No change 65,438 6,257 0.04% 0.04% 176 0 0.0% Q2 2026 Aug 14, 2026
CPWA, LLC History No change 65,443 6,257 7.27% 7.27% 177 0 0.0% Q2 2026 Jul 30, 2026
Melone Private Wealth, LLC History No change 64,242 6,142 2.34% 2.34% 178 0 0.0% Q2 2026 Jul 09, 2026
CGN Advisors LLC History No change 64,046 6,124 0.45% 0.45% 179 0 0.0% Q2 2026 Jul 06, 2026
Merit Financial Group, LLC History No change 63,762 6,096 0.04% 0.04% 180 0 0.0% Q2 2026 Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 62,662 5,991 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
Thomasville National Bank History No change 62,587 5,984 0.33% 0.33% 182 0 0.0% Q2 2026 Jul 20, 2026
Grey Ledge Advisors, LLC History No change 62,359 5,962 1.2% 1.2% 183 0 0.0% Q2 2026 Jul 27, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 61,729 5,902 0.79% 0.79% 184 0 0.0% Q2 2026 Jul 24, 2026
Wingate Wealth Advisors, Inc. History No change 61,319 5,863 2.58% 2.58% 185 0 0.0% Q2 2026 Jul 29, 2026
Dynamic Advisor Solutions LLC History No change 61,114 5,843 0.17% 0.17% 186 0 0.0% Q2 2026 Jul 07, 2026
LANARK FINANCIAL, INC. History No change 61,065 5,839 0.4% 0.4% 187 0 0.0% Q2 2026 Jul 21, 2026
Meridian Financial Advisors, LLC History No change 60,080 5,744 2.76% 2.76% 188 0 0.0% Q2 2026 Jul 22, 2026
Hobbs Group Advisors, LLC History No change 59,710 5,709 1.5% 1.5% 189 0 0.0% Q2 2026 Aug 13, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 58,635 5,607 1.94% 1.94% 190 0 0.0% Q2 2026 Jul 15, 2026
Fermata Advisors, LLC History No change 58,390 5,583 1.13% 1.13% 191 0 0.0% Q2 2026 Jul 07, 2026
J.W. COLE ADVISORS, INC. History No change 57,771 5,524 0.09% 0.09% 192 0 0.0% Q2 2026 Jul 21, 2026
CAHILL FINANCIAL ADVISORS INC History No change 57,460 5,494 0.53% 0.53% 193 0 0.0% Q2 2026 Aug 11, 2026
GLENMEDE TRUST CO NA History No change 57,394 5,488 0.02% 0.02% 194 0 0.0% Q2 2026 Aug 10, 2026
Dickmeyer Boyce Financial Management, Inc. History Added to 56,253 5,470 2.8% 2.77% 195 +354 0.63% Q3 2026 Oct 08, 2026
Qube Research & Technologies Ltd History No change 56,930 5,443 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 56,915 5,442 0.03% 0.03% 197 0 0.0% Q2 2026 Jul 20, 2026
Kraft, Davis & Associates, LLC History No change 55,819 5,353 1.12% 1.12% 198 0 0.0% Q2 2026 Jul 09, 2026
Sarver Vrooman Wealth Advisors History Added to 54,093 5,260 3.09% 2.75% 199 +6,178 12.89% Q3 2026 Oct 01, 2026
JT Stratford LLC History No change 54,704 5,230 0.57% 0.57% 200 0 0.0% Q2 2026 Aug 14, 2026
Roof Eidam Maycock Peralta, LLC History No change 54,485 5,209 1.03% 1.03% 201 0 0.0% Q2 2026 Jul 24, 2026
Premier Private Wealth Management LLC History No change 54,097 5,172 4.52% 4.52% 202 0 0.0% Q2 2026 Aug 13, 2026
Eaton Financial Holdings Company, LLC History No change 52,567 5,026 1.38% 1.38% 203 0 0.0% Q2 2026 Aug 04, 2026
Burns Matteson Capital Management, LLC History No change 52,197 4,991 1.56% 1.56% 204 0 0.0% Q2 2026 Jul 17, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 51,547 4,928 0.59% 0.59% 205 0 0.0% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History No change 50,999 4,876 0.19% 0.19% 206 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 50,327 4,812 0.04% 0.04% 207 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 50,044 4,785 0.04% 0.04% 208 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 49,805 4,762 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 11, 2026
Banco de Sabadell, S.A History No change 49,805 4,761 2.79% 2.79% 210 0 0.0% Q2 2026 Aug 04, 2026
Advisory Services Network, LLC History No change 49,375 4,721 0.05% 0.05% 211 0 0.0% Q2 2026 Aug 12, 2026
CRUX WEALTH ADVISORS History No change 49,246 4,708 1.63% 1.63% 212 0 0.0% Q2 2026 Jul 21, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 49,215 4,705 0.24% 0.24% 213 0 0.0% Q2 2026 Jul 31, 2026
FIRST NATIONAL TRUST CO History No change 48,741 4,660 0.16% 0.16% 214 0 0.0% Q2 2026 Jul 30, 2026
Summit Financial, LLC History No change 48,491 4,636 0.05% 0.05% 215 0 0.0% Q2 2026 Aug 12, 2026
Aries Wealth Management History No change 48,161 4,605 0.9% 0.9% 216 0 0.0% Q2 2026 Jul 24, 2026
Powers Advisory Group, LLC History No change 48,081 4,597 1.44% 1.44% 217 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 46,818 4,473 0.05% 0.05% 218 0 0.0% Q2 2026 Aug 13, 2026
Citizens National Bank Trust Department History No change 46,698 4,465 0.66% 0.66% 219 0 0.0% Q2 2026 Jul 22, 2026
Aptus Capital Advisors, LLC History No change 46,388 4,435 0.03% 0.03% 220 0 0.0% Q2 2026 Aug 12, 2026
Vines Capital Management, LLC History No change 45,991 4,397 3.61% 3.61% 221 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 44,321 4,237 0.05% 0.05% 222 0 0.0% Q2 2026 Aug 04, 2026
Wedmont Private Capital History Added to 42,820 4,224 0.1% 0.11% 223 +4 0.01% Q3 2026 Oct 09, 2026
Perigon Wealth Management, LLC History No change 43,787 4,186 0.07% 0.07% 224 0 0.0% Q2 2026 Aug 07, 2026
Family Capital Management, Inc. History No change 43,563 4,165 1.61% 1.61% 225 0 0.0% Q2 2026 Jul 31, 2026
Lantz Financial LLC History No change 43,424 4,152 0.76% 0.76% 226 0 0.0% Q2 2026 Jul 09, 2026
Oxbow Advisors, LLC History No change 42,752 4,087 0.33% 0.33% 227 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 42,540 4,067 0.06% 0.06% 228 0 0.0% Q2 2026 Aug 10, 2026
Harvest Investment Services, LLC History No change 41,896 4,006 0.62% 0.62% 229 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 41,741 3,991 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
Lotus Asset Management LLC History No change 41,514 3,969 3.51% 3.51% 231 0 0.0% Q2 2026 Sep 09, 2026
Quantinno Capital Management LP History No change 41,233 3,942 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
HBW ADVISORY SERVICES LLC History No change 41,030 3,923 0.35% 0.35% 233 0 0.0% Q2 2026 Jul 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 40,576 3,879 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 13, 2026
Lansing Street Advisors History No change 40,162 3,840 0.81% 0.81% 235 0 0.0% Q2 2026 Jul 24, 2026
Osbon Capital Management LLC History No change 39,795 3,805 2.98% 2.98% 236 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History No change 39,057 3,734 0.06% 0.06% 237 0 0.0% Q2 2026 Jul 15, 2026
Waterway Wealth Management, LLC History No change 37,946 3,628 0.74% 0.74% 238 0 0.0% Q2 2026 Jul 13, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 37,075 3,545 1.59% 1.59% 239 0 0.0% Q2 2026 Aug 17, 2026
Evernest Financial Advisors, LLC History No change 36,464 3,486 0.73% 0.73% 240 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 35,585 3,402 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 19, 2026
Meridian Financial Partners LLC History No change 34,905 3,376 1.15% 1.15% 242 0 0.0% Q2 2026 Jul 24, 2026
EP Wealth Advisors, LLC History No change 33,957 3,247 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 33,503 3,203 0.03% 0.03% 244 0 0.0% Q2 2026 Aug 06, 2026
Etesian Wealth Advisors, Inc. History No change 31,975 3,057 0.9% 0.9% 245 0 0.0% Q2 2026 Jul 23, 2026
Comprehensive Financial Planning, Inc./PA History No change 31,556 3,017 1.61% 1.61% 246 0 0.0% Q2 2026 Aug 10, 2026
Hoxton Planning & Management, LLC History No change 31,261 2,989 0.78% 0.78% 247 0 0.0% Q2 2026 Jul 16, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 31,242 2,987 0.01% 0.01% 248 0 0.0% Q2 2026 Jul 28, 2026
ORBA Wealth Advisors, L.L.C. History No change 30,730 2,938 2.51% 2.51% 249 0 0.0% Q2 2026 Jul 23, 2026
Regal Investment Advisors LLC History No change 30,563 2,922 0.15% 0.15% 250 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Managment, LLC/ID History No change 29,924 2,861 1.18% 1.18% 251 0 0.0% Q2 2026 Aug 13, 2026
Centerpoint Advisory Group History No change 29,686 2,838 1.8% 1.8% 252 0 0.0% Q2 2026 Jul 29, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 29,176 2,837 0.18% 0.19% 253 -935 -3.11% Q3 2026 Oct 08, 2026
Stonebridge Financial Group, LLC History No change 29,143 2,833 0.21% 0.21% 254 0 0.0% Q3 2026 Oct 01, 2026
Asset One Wealth Management LLC History No change 28,876 2,793 0.29% 0.29% 255 0 0.0% Q2 2026 Aug 13, 2026
Symphony Financial Services, Inc. History No change 29,209 2,792 1.25% 1.25% 256 0 0.0% Q2 2026 Jul 22, 2026
Cresset Asset Management, LLC History No change 28,943 2,767 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 28,091 2,746 0.16% 0.16% 258 0 0.0% Q2 2026 Aug 10, 2026
Southland Equity Partners LLC History No change 28,008 2,678 0.47% 0.47% 259 0 0.0% Q2 2026 Jul 13, 2026
HUB Investment Partners, LLC History No change 28,002 2,677 0.05% 0.05% 260 0 0.0% Q2 2026 Jul 31, 2026
SENTINEL PENSION ADVISORS, LLC History No change 27,922 2,676 0.35% 0.35% 261 0 0.0% Q2 2026 Jul 23, 2026
WealthPoint Financial, LLC History No change 27,675 2,646 1.93% 1.93% 262 0 0.0% Q2 2026 Aug 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 27,414 2,621 0.13% 0.13% 263 0 0.0% Q2 2026 Aug 11, 2026
Sound Portfolio Advisors, LLC History No change 26,933 2,575 1.83% 1.83% 264 0 0.0% Q2 2026 Aug 06, 2026
GLOBALT Investments LLC / GA History No change 26,829 2,565 0.09% 0.09% 265 0 0.0% Q2 2026 Aug 10, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 26,793 2,561 0.86% 0.86% 266 0 0.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History No change 26,689 2,552 0.06% 0.06% 267 0 0.0% Q2 2026 Jul 22, 2026
Fragasso Financial Advisors Inc History No change 26,623 2,545 0.14% 0.14% 268 0 0.0% Q2 2026 Jul 09, 2026
Berkeley, Inc History No change 26,590 2,542 0.8% 0.8% 269 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 26,365 2,520 0.04% 0.04% 270 0 0.0% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History No change 26,111 2,496 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 13, 2026
MENLO ADVISORS LLC History No change 25,755 2,462 1.08% 1.08% 272 0 0.0% Q2 2026 Sep 10, 2026
Herold Advisors, Inc. History No change 25,654 2,450 0.48% 0.48% 273 0 0.0% Q2 2026 Jul 22, 2026
MAI Capital Management History No change 25,612 2,448 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 25,211 2,410 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
Capital Group Private Client Services, Inc. History No change 25,207 2,410 0.03% 0.03% 276 0 0.0% Q2 2026 Aug 12, 2026
DHJJ Financial Advisors, Ltd. History No change 24,814 2,372 0.68% 0.68% 277 0 0.0% Q2 2026 Jul 24, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 24,683 2,360 0.34% 0.34% 278 0 0.0% Q2 2026 Jul 21, 2026
CITADEL ADVISORS LLC History No change 24,664 2,358 0.0% 0.0% 279 0 0.0% Q2 2026 Sep 02, 2026
Tempus Wealth Planning, LLC History No change 24,200 2,314 0.45% 0.45% 280 0 0.0% Q2 2026 Jul 22, 2026
Mesirow Financial Investment Management, Inc. History No change 24,165 2,310 0.04% 0.04% 281 0 0.0% Q2 2026 Jul 22, 2026
Almanack Investment Partners, LLC. History No change 23,954 2,290 0.29% 0.29% 282 0 0.0% Q2 2026 Jul 30, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 23,241 2,281 0.66% 0.67% 283 -486 -2.05% Q3 2026 Oct 09, 2026
Winter & Associates, Inc. History No change 23,648 2,261 1.7% 1.7% 284 0 0.0% Q2 2026 Jul 09, 2026
Geneos Wealth Management Inc. History No change 23,631 2,259 0.05% 0.05% 285 0 0.0% Q2 2026 Aug 06, 2026
Cascade Financial Partners, LLC History No change 23,370 2,234 0.19% 0.19% 286 0 0.0% Q2 2026 Aug 04, 2026
SeaCrest Wealth Management, LLC History No change 23,345 2,232 0.25% 0.25% 287 0 0.0% Q2 2026 Jul 09, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 22,418 2,143 0.04% 0.04% 288 0 0.0% Q2 2026 Aug 04, 2026
Astoria Portfolio Advisors LLC. History No change 22,341 2,136 0.36% 0.36% 289 0 0.0% Q2 2026 Jul 28, 2026
Nikulski Financial, Inc. History No change 22,227 2,125 0.46% 0.46% 290 0 0.0% Q2 2026 Jul 28, 2026
REGIONS FINANCIAL CORP History No change 22,194 2,122 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 21,818 2,086 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 11, 2026
Narwhal Capital Management History No change 21,779 2,082 0.14% 0.14% 293 0 0.0% Q2 2026 Jul 24, 2026
Impact Capital Partners LLC History No change 21,582 2,063 0.56% 0.56% 294 0 0.0% Q2 2026 Jul 14, 2026
Venture Visionary Partners LLC History Reduced 21,060 2,047 0.05% 0.06% 295 -2,726 -11.46% Q3 2026 Oct 07, 2026
Vivid Wealth Management, LLC History No change 21,415 2,047 0.72% 0.72% 296 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 21,330 2,039 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History No change 21,439 2,036 0.04% 0.04% 298 0 0.0% Q2 2026 Jul 29, 2026
HAZLETT, BURT & WATSON, INC. History No change 21,235 2,033 0.54% 0.54% 299 0 0.0% Q2 2026 Jul 30, 2026
GGM Financial LLC History No change 21,239 2,030 0.77% 0.77% 300 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Advisory Services, LLC History No change 21,030 2,010 0.04% 0.04% 301 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 20,627 1,972 0.2% 0.2% 302 0 0.0% Q2 2026 Jul 16, 2026
CHATHAM CAPITAL GROUP, INC. History No change 20,567 1,966 0.25% 0.25% 303 0 0.0% Q2 2026 Jul 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 20,428 1,953 0.13% 0.13% 304 0 0.0% Q2 2026 Aug 13, 2026
ASHTON THOMAS SECURITIES, LLC History No change 20,378 1,948 0.29% 0.29% 305 0 0.0% Q2 2026 Jul 27, 2026
Bravias Capital Group, LLC History No change 20,301 1,941 1.15% 1.15% 306 0 0.0% Q2 2026 Jul 30, 2026
Verum Partners LLC History No change 20,266 1,937 0.29% 0.29% 307 0 0.0% Q2 2026 Jul 22, 2026
Summit Investment Advisory Services, LLC History No change 20,112 1,923 0.48% 0.48% 308 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 20,045 1,916 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 19,730 1,886 0.03% 0.03% 310 0 0.0% Q2 2026 Aug 12, 2026
Sherman Wealth Management LLC History No change 19,605 1,874 1.41% 1.41% 311 0 0.0% Q2 2026 Jul 09, 2026
Apollon Wealth Management, LLC History No change 19,565 1,870 0.02% 0.02% 312 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Concepts LLC History No change 19,342 1,849 0.01% 0.01% 313 0 0.0% Q2 2026 Sep 08, 2026
Sigma Planning Corp History No change 18,889 1,806 0.05% 0.05% 314 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 18,812 1,798 0.24% 0.24% 315 0 0.0% Q2 2026 Aug 11, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 18,798 1,797 0.48% 0.48% 316 0 0.0% Q2 2026 Jul 15, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 18,677 1,785 0.51% 0.51% 317 0 0.0% Q2 2026 Aug 07, 2026
GUIDANCE CAPITAL, INC History No change 18,370 1,780 0.38% 0.38% 318 0 0.0% Q2 2026 Jul 20, 2026
WealthPlan Investment Management, LLC History No change 18,550 1,773 0.09% 0.09% 319 0 0.0% Q2 2026 Jul 28, 2026
AVALON CAPITAL MANAGEMENT History No change 18,514 1,770 0.42% 0.42% 320 0 0.0% Q2 2026 Jul 16, 2026
G&S Capital LLC History No change 18,384 1,757 0.51% 0.51% 321 0 0.0% Q2 2026 Jul 10, 2026
NewSquare Capital LLC History No change 18,289 1,748 0.13% 0.13% 322 0 0.0% Q2 2026 Jul 28, 2026
AssuredPartners Investment Advisors, LLC History No change 18,234 1,743 0.17% 0.17% 323 0 0.0% Q2 2026 Aug 10, 2026
LexAurum Advisors, LLC History No change 18,011 1,722 0.2% 0.2% 324 0 0.0% Q2 2026 Jul 15, 2026
Rubicon Advisors, GP History No change 17,958 1,717 1.25% 1.25% 325 0 0.0% Q2 2026 Jul 29, 2026
Pallas Capital Advisors LLC History No change 17,718 1,694 0.05% 0.05% 326 0 0.0% Q2 2026 Aug 07, 2026
Ruggaard & Associates LLC History No change 17,718 1,694 0.61% 0.61% 327 0 0.0% Q2 2026 Aug 17, 2026
Quartz Partners, LLC History No change 17,639 1,686 0.55% 0.55% 328 0 0.0% Q2 2026 Aug 10, 2026
Vermillion & White Wealth Management Group, LLC History No change 17,429 1,666 0.84% 0.84% 329 0 0.0% Q2 2026 Aug 18, 2026
Parkside Financial Bank & Trust History No change 17,423 1,665 0.11% 0.11% 330 0 0.0% Q2 2026 Sep 04, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 17,183 1,643 1.05% 1.05% 331 0 0.0% Q2 2026 Aug 13, 2026
RMR Wealth Builders History No change 17,117 1,636 0.1% 0.1% 332 0 0.0% Q2 2026 Jul 24, 2026
Ridge Creek Global, Inc History No change 16,960 1,621 1.26% 1.26% 333 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 16,918 1,617 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 07, 2026
Bryn Mawr Trust Advisors, LLC History No change 16,888 1,614 0.07% 0.07% 335 0 0.0% Q2 2026 Aug 03, 2026
CoreCap Advisors, LLC History Added to 16,467 1,601 0.05% 0.05% 336 +78 0.48% Q3 2026 Oct 08, 2026
Van Hulzen Asset Management, LLC History No change 16,671 1,594 0.11% 0.11% 337 0 0.0% Q2 2026 Aug 13, 2026
WealthBridge Capital Management, LLC History No change 16,008 1,530 0.3% 0.3% 338 0 0.0% Q2 2026 Jul 24, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 15,799 1,510 0.47% 0.47% 339 0 0.0% Q2 2026 Jul 22, 2026
RETIREMENT GUYS FORMULA LLC History No change 15,738 1,504 0.57% 0.57% 340 0 0.0% Q2 2026 Jul 30, 2026
Beacon Pointe Advisors, LLC History No change 15,719 1,503 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 18, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 15,692 1,500 0.43% 0.43% 342 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL BANK OF OMAHA History No change 15,565 1,484 0.04% 0.04% 343 0 0.0% Q2 2026 Aug 07, 2026
Raab & Moskowitz Asset Management LLC History No change 15,107 1,444 0.29% 0.29% 344 0 0.0% Q2 2026 Jul 28, 2026
FULTON BANK, N.A. History No change 14,982 1,432 0.04% 0.04% 345 0 0.0% Q2 2026 Jul 09, 2026
Ballentine Partners, LLC History No change 14,979 1,432 0.02% 0.02% 346 0 0.0% Q2 2026 Jul 17, 2026
NATIXIS ADVISORS, LLC History No change 14,749 1,410 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 14, 2026
Embree Financial Group History No change 14,745 1,409 0.14% 0.14% 348 0 0.0% Q2 2026 Jul 15, 2026
Glenview Trust Co History No change 14,643 1,400 0.02% 0.02% 349 0 0.0% Q2 2026 Aug 18, 2026
MISSION WEALTH MANAGEMENT, LP History No change 14,630 1,398 0.02% 0.02% 350 0 0.0% Q2 2026 Jul 20, 2026
Sovran Advisors, LLC History No change 14,366 1,384 0.1% 0.1% 351 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 14,464 1,383 0.05% 0.05% 352 0 0.0% Q2 2026 Aug 06, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 14,421 1,378 0.66% 0.66% 353 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 14,360 1,373 0.35% 0.35% 354 0 0.0% Q2 2026 Jul 21, 2026
Interchange Capital Partners, LLC History No change 14,294 1,366 0.26% 0.26% 355 0 0.0% Q2 2026 Jul 20, 2026
Smithfield Trust Co History No change 14,218 1,359 0.05% 0.05% 356 0 0.0% Q2 2026 Aug 05, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 14,199 1,357 0.19% 0.19% 357 0 0.0% Q2 2026 Aug 12, 2026
TCV Trust & Wealth Management, Inc. History No change 13,884 1,327 0.1% 0.1% 358 0 0.0% Q2 2026 Jul 24, 2026
RKL Wealth Management LLC History No change 13,862 1,325 0.11% 0.11% 359 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 13,858 1,325 0.07% 0.07% 360 0 0.0% Q2 2026 Jul 16, 2026
BANK OF MONTREAL /CAN/ History No change 13,812 1,320 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Wealth Management, LLC History Reduced 13,487 1,311 1.17% 1.23% 362 -932 -6.46% Q3 2026 Oct 08, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 13,707 1,310 0.02% 0.02% 363 0 0.0% Q2 2026 Jul 15, 2026
Elevation Capital Advisory, LLC History No change 13,624 1,302 0.5% 0.5% 364 0 0.0% Q2 2026 Jul 27, 2026
Gladstone Institutional Advisory LLC History No change 13,448 1,285 0.04% 0.04% 365 0 0.0% Q2 2026 Jul 27, 2026
Well Done, LLC History No change 13,311 1,272 0.17% 0.17% 366 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Advisors, LLC History No change 13,268 1,268 0.07% 0.07% 367 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 13,220 1,264 0.06% 0.06% 368 0 0.0% Q2 2026 Aug 04, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 13,046 1,247 0.81% 0.81% 369 0 0.0% Q2 2026 Aug 07, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 13,039 1,246 0.12% 0.12% 370 0 0.0% Q2 2026 Jul 13, 2026
Redwood Investment Management, LLC History No change 12,990 1,242 0.12% 0.12% 371 0 0.0% Q2 2026 Aug 14, 2026
Blackhawk Capital Partners, LLC History No change 12,883 1,231 0.4% 0.4% 372 0 0.0% Q2 2026 Jul 20, 2026
OakTrust Wealth Advisors, LLC History No change 12,740 1,218 1.05% 1.05% 373 0 0.0% Q2 2026 Aug 06, 2026
Robertson Stephens Wealth Management, LLC History No change 12,699 1,214 0.03% 0.03% 374 0 0.0% Q2 2026 Jul 29, 2026
Ted Buchan & Co History No change 12,680 1,212 0.4% 0.4% 375 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE TRUST CO NA History No change 12,656 1,210 0.1% 0.1% 376 0 0.0% Q2 2026 Jul 28, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 12,615 1,206 0.23% 0.23% 377 0 0.0% Q2 2026 Aug 06, 2026
Peck Wealth Management, LLC History No change 12,581 1,202 1.01% 1.01% 378 0 0.0% Q2 2026 Jul 31, 2026
UHLMANN PRICE SECURITIES, LLC History No change 12,430 1,188 0.04% 0.04% 379 0 0.0% Q2 2026 Jul 24, 2026
TD Waterhouse Canada Inc. History No change 12,363 1,181 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 27, 2026
Strait & Sound Wealth Management LLC History No change 12,303 1,176 0.41% 0.41% 381 0 0.0% Q2 2026 Aug 17, 2026
Element Wealth, LLC History No change 12,005 1,147 0.43% 0.43% 382 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 11,755 1,123 0.02% 0.02% 383 0 0.0% Q2 2026 Jul 28, 2026
Gryphon Financial Partners LLC History No change 11,572 1,106 0.1% 0.1% 384 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 11,434 1,093 0.05% 0.05% 385 0 0.0% Q2 2026 Jul 23, 2026
New World Advisors LLC History No change 11,403 1,090 0.19% 0.19% 386 0 0.0% Q2 2026 Aug 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 11,395 1,089 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 07, 2026
UPTICK PARTNERS, LLC History No change 11,399 1,089 0.17% 0.17% 388 0 0.0% Q2 2026 Aug 10, 2026
Bison Wealth, LLC History No change 11,228 1,080 0.1% 0.1% 389 0 0.0% Q2 2026 Jul 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 11,139 1,065 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 10, 2026
Avantra Family Wealth, Inc. History No change 11,132 1,064 0.68% 0.68% 391 0 0.0% Q2 2026 Jul 29, 2026
Colorado Capital Management, Inc. History No change 10,991 1,051 0.36% 0.36% 392 0 0.0% Q2 2026 Jul 08, 2026
MONECO ADVISORS, LLC History No change 10,967 1,048 0.06% 0.06% 393 0 0.0% Q2 2026 Aug 11, 2026
Allie Family Office LLC History No change 10,900 1,042 0.39% 0.39% 394 0 0.0% Q2 2026 Oct 02, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 10,861 1,038 0.05% 0.05% 395 0 0.0% Q2 2026 Jul 24, 2026
Raub Brock Capital Management LP History No change 10,726 1,025 0.28% 0.28% 396 0 0.0% Q2 2026 Jul 14, 2026
CVA Family Office, LLC History No change 10,604 1,013 0.09% 0.09% 397 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History No change 10,528 1,007 0.03% 0.03% 398 0 0.0% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History No change 10,536 1,007 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 10,416 995 0.11% 0.11% 400 0 0.0% Q2 2026 Jul 09, 2026
Wharton Business Group, LLC History No change 10,345 989 0.03% 0.03% 401 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 10,342 988 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 04, 2026
Anchor Investment Management, LLC History No change 10,266 981 0.07% 0.07% 403 0 0.0% Q2 2026 Sep 15, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 10,165 971 0.16% 0.16% 404 0 0.0% Q2 2026 Aug 10, 2026
Safeguard Investment Advisory Group, LLC History No change 10,144 969 0.22% 0.22% 405 0 0.0% Q2 2026 Aug 13, 2026
GREENWOOD GEARHART LLC History No change 10,010 957 0.04% 0.04% 406 0 0.0% Q2 2026 Jul 24, 2026
Apollon Financial, LLC History No change 10,009 957 0.11% 0.11% 407 0 0.0% Q2 2026 Jul 22, 2026
SkyView Investment Advisors, LLC History No change 10,000 956 0.75% 0.75% 408 0 0.0% Q2 2026 Sep 14, 2026
Bulwark Capital Corp History No change 9,846 941 0.53% 0.53% 409 0 0.0% Q2 2026 Jul 06, 2026
Colonial Trust Co / SC History No change 9,825 939 0.12% 0.12% 410 0 0.0% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 9,774 934 0.03% 0.03% 411 0 0.0% Q2 2026 Aug 10, 2026
Trust Point Inc. History No change 9,696 927 0.08% 0.08% 412 0 0.0% Q2 2026 Jul 08, 2026
Atlas Private Wealth Advisors History No change 9,639 921 0.2% 0.2% 413 0 0.0% Q2 2026 Jul 27, 2026
Savvy Advisors, Inc. History No change 9,598 917 0.02% 0.02% 414 0 0.0% Q2 2026 Aug 03, 2026
CIBC Bancorp USA Inc. History No change 9,532 911 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 13, 2026
Mayfair Advisory Group, LLC History No change 9,491 905 0.27% 0.27% 416 0 0.0% Q2 2026 Aug 11, 2026
OneAscent Financial Services LLC History No change 9,377 896 0.04% 0.04% 417 0 0.0% Q2 2026 Aug 11, 2026
Horizon Wealth Management, LLC History No change 9,313 890 0.11% 0.11% 418 0 0.0% Q2 2026 Aug 06, 2026
Beacon Financial Advisory LLC History No change 9,300 889 0.17% 0.17% 419 0 0.0% Q2 2026 Aug 05, 2026
HOWARD BAILEY SECURITIES, LLC History No change 9,259 885 0.33% 0.33% 420 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth Management, LLC History No change 9,250 884 0.04% 0.04% 421 0 0.0% Q2 2026 Jul 22, 2026
FIRST HORIZON CORP History No change 9,170 876 0.03% 0.03% 422 0 0.0% Q2 2026 Jul 20, 2026
CENTAURUS FINANCIAL, INC. History No change 9,099 870 0.03% 0.03% 423 0 0.0% Q2 2026 Aug 17, 2026
Capital Investment Advisors, LLC History No change 8,941 854 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 06, 2026
MGO ONE SEVEN LLC History No change 8,905 851 0.01% 0.01% 425 0 0.0% Q2 2026 Jul 31, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 8,871 848 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 23, 2026
Gambit Capital Management, LLC History No change 8,878 848 0.49% 0.49% 427 0 0.0% Q2 2026 Aug 11, 2026
Pathstone Holdings, LLC History No change 8,835 844 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 8,798 841 0.05% 0.05% 429 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Management, LLC History No change 8,775 839 0.29% 0.29% 430 0 0.0% Q2 2026 Jul 07, 2026
Valmark Advisers, Inc. History No change 8,767 838 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 06, 2026
FOCUSED ALPHA, LLC History No change 8,761 837 0.21% 0.21% 432 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Retirement, LLC History No change 8,744 836 0.05% 0.05% 433 0 0.0% Q2 2026 Aug 12, 2026
Resonant Capital Advisors, LLC History No change 8,735 835 0.04% 0.04% 434 0 0.0% Q2 2026 Jul 24, 2026
Ashton Thomas Private Wealth, LLC History No change 8,710 832 0.02% 0.02% 435 0 0.0% Q2 2026 Jul 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 8,461 809 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 8,470 809 0.02% 0.02% 437 0 0.0% Q2 2026 Aug 14, 2026
NWF Advisory Services Inc. History No change 8,456 808 0.08% 0.08% 438 0 0.0% Q2 2026 Jul 29, 2026
Noble Wealth Management PBC History Reduced 8,308 807 0.36% 0.4% 439 -1,098 -11.67% Q3 2026 Oct 01, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 8,373 800 0.44% 0.44% 440 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 8,322 795 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 8,175 781 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 8,131 777 0.04% 0.04% 443 0 0.0% Q2 2026 Jul 27, 2026
Allen Capital Group, LLC History No change 8,108 775 0.06% 0.06% 444 0 0.0% Q2 2026 Jul 27, 2026
JANE STREET GROUP, LLC History No change 7,962 761 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 14, 2026
KPP Advisory Services LLC History No change 7,954 760 0.1% 0.1% 446 0 0.0% Q2 2026 Jul 24, 2026
Thrive Wealth Management, LLC History No change 7,931 758 0.1% 0.1% 447 0 0.0% Q2 2026 Jul 07, 2026
Wealth Management Associates, Inc. History No change 7,908 756 0.21% 0.21% 448 0 0.0% Q2 2026 Jul 21, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 7,875 753 0.2% 0.2% 449 0 0.0% Q2 2026 Jul 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 8,495 746 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 14, 2026
Waterloo Capital, L.P. History No change 7,795 745 0.04% 0.04% 451 0 0.0% Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History No change 7,800 745 0.0% 0.0% 452 0 0.0% Q2 2026 Sep 23, 2026
Advance Capital Management, Inc. History No change 7,791 744 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 12, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 7,790 744 0.5% 0.5% 454 0 0.0% Q2 2026 Jul 15, 2026
SIMON QUICK ADVISORS, LLC History No change 7,762 742 0.03% 0.03% 455 0 0.0% Q2 2026 Jul 28, 2026
Headlands Technologies LLC History No change 7,622 728 0.08% 0.08% 456 0 0.0% Q2 2026 Aug 12, 2026
Koshinski Asset Management, Inc. History No change 7,622 728 0.04% 0.04% 457 0 0.0% Q2 2026 Jul 27, 2026
ATX Financial Planning, LLC History No change 7,513 718 0.48% 0.48% 458 0 0.0% Q2 2026 Aug 20, 2026
United Community Bank History No change 7,499 717 0.22% 0.22% 459 0 0.0% Q2 2026 Aug 13, 2026
CIDEL ASSET MANAGEMENT INC History No change 7,485 715 0.03% 0.03% 460 0 0.0% Q2 2026 Jul 17, 2026
Rehmann Capital Advisory Group History No change 7,437 711 0.03% 0.03% 461 0 0.0% Q2 2026 Aug 20, 2026
Key Client Fiduciary Advisors, LLC History No change 7,442 711 0.21% 0.21% 462 0 0.0% Q2 2026 Jul 09, 2026
FIDELITY D & D BANCORP INC History No change 7,362 703 0.24% 0.24% 463 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History No change 7,254 693 0.01% 0.01% 464 0 0.0% Q2 2026 Jul 15, 2026
Redwood Family Wealth LLC History No change 7,224 690 0.61% 0.61% 465 0 0.0% Q2 2026 Aug 04, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 7,196 688 0.04% 0.04% 466 0 0.0% Q2 2026 Jul 20, 2026
Empirical Asset Management, LLC History No change 7,121 680 0.15% 0.15% 467 0 0.0% Q2 2026 Aug 10, 2026
Investment Advisory Services Group LLC History No change 7,108 679 0.5% 0.5% 468 0 0.0% Q2 2026 Jul 29, 2026
truNorth Financial Services, Inc. History No change 7,088 677 0.61% 0.61% 469 0 0.0% Q2 2026 Jul 30, 2026
ROTHSCHILD INVESTMENT LLC History No change 7,056 674 0.03% 0.03% 470 0 0.0% Q2 2026 Aug 06, 2026
Biltmore Family Office, LLC History No change 7,050 674 0.09% 0.09% 471 0 0.0% Q2 2026 Aug 12, 2026
Outlook Wealth Advisors, LLC History No change 7,057 674 0.15% 0.15% 472 0 0.0% Q2 2026 Aug 03, 2026
Clark Asset Management, LLC History No change 7,051 674 0.05% 0.05% 473 0 0.0% Q2 2026 Jul 07, 2026
HBK Sorce Advisory LLC History No change 6,734 668 0.01% 0.01% 474 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 6,989 668 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 10, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 6,942 663 0.57% 0.57% 476 0 0.0% Q2 2026 Jul 14, 2026
GW HENSSLER & ASSOCIATES LTD History No change 6,896 659 0.03% 0.03% 477 0 0.0% Q2 2026 Jul 28, 2026
BOKF, NA History No change 6,830 653 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 10, 2026
OLD NATIONAL BANCORP /IN/ History No change 6,828 652 0.01% 0.01% 479 0 0.0% Q2 2026 Jul 15, 2026
1ST SOURCE BANK History No change 6,803 650 0.03% 0.03% 480 0 0.0% Q2 2026 Aug 06, 2026
LRI Investments, LLC History No change 6,772 647 0.05% 0.05% 481 0 0.0% Q2 2026 Jul 14, 2026
Cambria Investment Management, L.P. History No change 6,555 626 0.03% 0.03% 482 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 6,555 626 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 14, 2026
Detalus Advisors, LLC History No change 6,396 611 0.12% 0.12% 484 0 0.0% Q2 2026 Jul 27, 2026
Intellus Advisors LLC History No change 6,391 611 0.07% 0.07% 485 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History No change 6,332 605 0.02% 0.02% 486 0 0.0% Q2 2026 Jul 27, 2026
DELTEC ASSET MANAGEMENT LLC History No change 6,300 602 0.09% 0.09% 487 0 0.0% Q2 2026 Jul 21, 2026
CM WEALTH ADVISORS LLC History No change 6,300 602 0.11% 0.11% 488 0 0.0% Q2 2026 Aug 10, 2026
Meridian Wealth Management, LLC History No change 6,213 594 0.02% 0.02% 489 0 0.0% Q2 2026 Aug 05, 2026
XTX Topco Ltd History No change 6,196 592 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 14, 2026
Alta Wealth Advisors LLC History No change 6,159 588 0.16% 0.16% 491 0 0.0% Q2 2026 Jul 30, 2026
Montecito Bank & Trust History Reduced 6,010 584 0.09% 0.09% 492 -135 -2.2% Q3 2026 Oct 01, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 6,046 578 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 10, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 6,000 573 0.12% 0.12% 494 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 5,983 572 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 06, 2026
FreeGulliver LLC History No change 5,957 569 0.2% 0.2% 496 0 0.0% Q2 2026 Aug 11, 2026
Covenant Asset Management, LLC History No change 5,948 568 0.1% 0.1% 497 0 0.0% Q2 2026 Jul 20, 2026
LongView Wealth Management History No change 5,856 559 0.14% 0.14% 498 0 0.0% Q2 2026 Jul 17, 2026
Cordatus Wealth Management LLC History No change 5,822 556 0.12% 0.12% 499 0 0.0% Q2 2026 Jul 29, 2026
Kondo Wealth Advisors, Inc. History No change 5,772 551 0.18% 0.18% 500 0 0.0% Q2 2026 Jul 21, 2026
Permanent Capital Management, LP History No change 5,745 549 0.07% 0.07% 501 0 0.0% Q2 2026 Aug 12, 2026
Collaborative Wealth Managment Inc. History No change 5,729 547 0.23% 0.23% 502 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 5,653 546 0.02% 0.02% 503 0 0.0% Q2 2026 Aug 12, 2026
Signal Advisors Wealth, LLC History No change 5,703 545 0.03% 0.03% 504 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History No change 5,696 544 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 11, 2026
BTG Pactual Asset Management US LLC History No change 7,548 543 0.03% 0.03% 506 0 0.0% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History No change 5,659 541 0.06% 0.06% 507 0 0.0% Q2 2026 Jul 30, 2026
Capital Analysts, LLC History No change 5,622 538 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 05, 2026
SIERRA SUMMIT ADVISORS LLC History No change 5,600 535 0.06% 0.06% 509 0 0.0% Q2 2026 Jul 20, 2026
SCOTIA CAPITAL INC. History No change 5,592 534 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 11, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 5,769 533 0.32% 0.32% 511 0 0.0% Q2 2026 Jul 31, 2026
Future Financial Wealth Managment LLC History No change 5,597 531 0.33% 0.33% 512 0 0.0% Q2 2026 Jul 24, 2026
Councilor Wealth, LLC History Reduced 5,448 529 0.22% 0.22% 513 -199 -3.52% Q3 2026 Oct 09, 2026
COZAD ASSET MANAGEMENT INC History No change 5,520 527 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 5,465 522 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 13, 2026
HANCOCK WHITNEY CORP History No change 5,416 517 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 14, 2026
Leelyn Smith, LLC History No change 5,402 516 0.06% 0.06% 517 0 0.0% Q2 2026 Jul 23, 2026
MWA Asset Management History No change 5,380 514 0.23% 0.23% 518 0 0.0% Q2 2026 Jul 31, 2026
Total Clarity Wealth Management, Inc. History No change 5,335 510 0.1% 0.1% 519 0 0.0% Q2 2026 Jul 23, 2026
Fox Financial, Inc History No change 5,335 510 0.36% 0.36% 520 0 0.0% Q2 2026 Aug 04, 2026
PDS Planning, Inc History No change 5,328 509 0.03% 0.03% 521 0 0.0% Q2 2026 Aug 05, 2026
Independent Advisor Alliance History No change 5,198 497 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 5,195 496 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 04, 2026
Inspire Advisors, LLC History No change 5,181 495 0.03% 0.03% 524 0 0.0% Q2 2026 Aug 13, 2026
Klingman & Associates, LLC History No change 5,129 490 0.02% 0.02% 525 0 0.0% Q2 2026 Jul 29, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 5,117 489 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History No change 5,031 489 0.03% 0.03% 527 0 0.0% Q3 2026 Oct 06, 2026
Hopwood Nicholas Hunter History No change 5,114 488 0.13% 0.13% 528 0 0.0% Q2 2026 Aug 14, 2026
Y.D. More Investments Ltd History No change 1,287 483 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 05, 2026
Friday Financial History No change 4,900 477 0.09% 0.13% 530 0 0.0% Q3 2026 Oct 09, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 5,137 476 0.13% 0.13% 531 0 0.0% Q2 2026 Jul 24, 2026
SPINNAKER TRUST History No change 4,980 476 0.02% 0.02% 532 0 0.0% Q2 2026 Aug 03, 2026
Hardy Reed LLC History No change 4,986 476 0.03% 0.03% 533 0 0.0% Q2 2026 Aug 03, 2026
Bank of New York Mellon Corp History No change 4,974 475 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 06, 2026
Objective Capital Management, LLC History No change 4,921 470 0.42% 0.42% 535 0 0.0% Q2 2026 Jul 20, 2026
WORLD EQUITY GROUP, INC. History No change 4,853 464 0.1% 0.1% 536 0 0.0% Q2 2026 Jul 09, 2026
Global Strategic Investment Solutions, LLC History No change 4,853 464 0.04% 0.04% 537 0 0.0% Q2 2026 Aug 07, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 4,845 463 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 14, 2026
L & S Advisors Inc History No change 4,814 460 0.05% 0.05% 539 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 4,804 459 0.07% 0.07% 540 0 0.0% Q2 2026 Aug 13, 2026
ATLas Financial Planning LLC History No change 4,800 458 0.37% 0.37% 541 0 0.0% Q2 2026 Jul 22, 2026
Clarus Group, Inc. History No change 4,787 457 0.15% 0.15% 542 0 0.0% Q2 2026 Jul 24, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 4,723 451 0.21% 0.21% 543 0 0.0% Q2 2026 Aug 14, 2026
Bluesphere Advisors LLC History No change 4,595 439 0.14% 0.14% 544 0 0.0% Q2 2026 Jul 30, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 4,543 434 0.14% 0.14% 545 0 0.0% Q2 2026 Aug 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 4,536 433 0.03% 0.03% 546 0 0.0% Q2 2026 Aug 11, 2026
Galvin, Gaustad & Stein, LLC History No change 4,400 427 0.03% 0.03% 547 0 0.0% Q3 2026 Oct 08, 2026
Waterfront Wealth Inc. History No change 4,375 424 0.07% 0.07% 548 0 0.0% Q2 2026 Jul 30, 2026
Farrell Financial LLC History No change 4,416 422 0.23% 0.23% 549 0 0.0% Q2 2026 Jul 10, 2026
Triangle Securities Wealth Management History No change 4,405 421 0.08% 0.08% 550 0 0.0% Q2 2026 Jul 14, 2026
NorthRock Partners, LLC History No change 4,391 419 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 4,392 419 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 21, 2026
Gallacher Capital Management LLC History No change 4,387 419 0.24% 0.24% 553 0 0.0% Q2 2026 Jul 16, 2026
Visionary Wealth Advisors History No change 4,380 418 0.02% 0.02% 554 0 0.0% Q2 2026 Aug 13, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 4,375 418 0.32% 0.32% 555 0 0.0% Q2 2026 Aug 07, 2026
RTD Financial Advisors, Inc. History No change 4,252 413 0.05% 0.04% 556 0 0.0% Q3 2026 Oct 09, 2026
SYKON CAPITAL LLC History No change 4,291 410 0.13% 0.13% 557 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 4,284 409 0.02% 0.02% 558 0 0.0% Q2 2026 Jul 23, 2026
SOMERVILLE KURT F History No change 4,250 406 0.1% 0.1% 559 0 0.0% Q2 2026 Aug 10, 2026
Heritage Wealth Advisors History No change 4,235 404 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 4,145 395 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 20, 2026
STEPHENS INC /AR/ History No change 4,115 393 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 29, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 4,102 392 0.09% 0.09% 563 0 0.0% Q2 2026 Aug 14, 2026
Lantern Wealth Advisors, LLC History No change 4,092 391 0.18% 0.18% 564 0 0.0% Q2 2026 Jul 28, 2026
D. E. Shaw & Co., Inc. History No change 4,081 390 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 14, 2026
IRON Financial LLC History No change 4,071 389 0.16% 0.16% 566 0 0.0% Q2 2026 Jul 22, 2026
VeraBank, N.A. History No change 4,056 387 0.06% 0.06% 567 0 0.0% Q2 2026 Aug 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 3,986 381 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 3,968 379 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 3,961 378 0.02% 0.02% 570 0 0.0% Q2 2026 Aug 12, 2026
SWMG, LLC History No change 3,884 373 0.09% 0.09% 571 0 0.0% Q2 2026 Jul 15, 2026
Spectrum Wealth Advisory Group, LLC History No change 3,872 370 0.11% 0.11% 572 0 0.0% Q2 2026 Aug 06, 2026
Prasad Wealth Partners, LLC History No change 3,807 363 0.09% 0.09% 573 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial Wealth Advisors, LLC History No change 3,796 362 0.05% 0.05% 574 0 0.0% Q2 2026 Jul 15, 2026
REAP Financial Group, LLC History No change 3,796 362 0.06% 0.06% 575 0 0.0% Q2 2026 Aug 04, 2026
TritonPoint Partners, LLC History No change 3,789 362 0.03% 0.03% 576 0 0.0% Q2 2026 Aug 13, 2026
PHILADELPHIA TRUST CO History No change 3,757 359 0.02% 0.02% 577 0 0.0% Q2 2026 Aug 10, 2026
Plante Moran Financial Advisors, LLC History No change 3,743 357 0.02% 0.02% 578 0 0.0% Q2 2026 Aug 06, 2026
XY Planning Network, Inc. History No change 3,730 356 0.04% 0.04% 579 0 0.0% Q2 2026 Jul 14, 2026
ZEGA Investments, LLC History No change 3,705 354 0.04% 0.04% 580 0 0.0% Q2 2026 Jul 31, 2026
Regent Peak Wealth Advisors LLC History No change 3,687 352 0.07% 0.07% 581 0 0.0% Q2 2026 Jul 10, 2026
Sun Group Wealth Partners History No change 3,676 351 0.24% 0.24% 582 0 0.0% Q2 2026 Jul 23, 2026
Diversify Advisory Services, LLC History No change 3,670 350 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 3,670 350 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 29, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 3,518 336 0.03% 0.03% 585 0 0.0% Q2 2026 Jul 28, 2026
Commonwealth Retirement Investments LLC History No change 3,523 336 0.09% 0.09% 586 0 0.0% Q2 2026 Aug 03, 2026
Tranquility Partners, LLC History No change 3,485 333 0.11% 0.11% 587 0 0.0% Q2 2026 Jul 23, 2026
Paragon Capital Management Ltd History No change 3,424 332 0.06% 0.06% 588 0 0.0% Q3 2026 Oct 09, 2026
Florida Trust Wealth Management Co History No change 3,472 331 0.01% 0.01% 589 0 0.0% Q2 2026 Jul 27, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,452 330 0.0% 0.0% 590 0 0.0% Q2 2026 Sep 23, 2026
Weaver Consulting Group History Added to 3,382 328 0.06% 0.07% 591 +50 1.5% Q3 2026 Oct 07, 2026
Allianz Asset Management GmbH History No change 3,400 325 0.0% 0.0% 592 0 0.0% Q2 2026 Sep 02, 2026
Nuveen, LLC History No change 3,372 322 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 11, 2026
Kovack Advisors, Inc. History No change 3,337 318 0.02% 0.02% 594 0 0.0% Q2 2026 Jul 28, 2026
Heartwood Wealth Advisors LLC History No change 3,277 318 0.03% 0.02% 595 0 0.0% Q3 2026 Oct 05, 2026
ASSETMARK, INC History No change 3,316 317 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 30, 2026
Snowden Capital Advisors LLC History No change 3,298 315 0.01% 0.01% 597 0 0.0% Q2 2026 Aug 13, 2026
LightSquare Wealth Management, LLC History No change 3,296 315 0.22% 0.22% 598 0 0.0% Q2 2026 Aug 03, 2026
Ballast Rock Private Wealth LLC History No change 3,271 312 0.14% 0.14% 599 0 0.0% Q2 2026 Aug 10, 2026
Third View Private Wealth, LLC History No change 3,234 309 0.04% 0.04% 600 0 0.0% Q2 2026 Jul 27, 2026
Breakwater Investment Management History No change 3,158 301 0.1% 0.1% 601 0 0.0% Q2 2026 Aug 06, 2026
BENJAMIN EDWARDS INC History No change 3,139 300 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 24, 2026
HHM Wealth Advisors, LLC History No change 3,101 296 0.03% 0.03% 603 0 0.0% Q2 2026 Jul 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,062 292 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 11, 2026
Drucker Wealth 3.0, LLC History No change 3,064 292 0.05% 0.05% 605 0 0.0% Q2 2026 Jul 13, 2026
Henderson Brothers Financial Partners, LLC History No change 3,055 292 0.14% 0.14% 606 0 0.0% Q2 2026 Aug 13, 2026
Fort Point Capital Partners LLC History No change 3,130 287 0.02% 0.02% 607 0 0.0% Q2 2026 Aug 14, 2026
Brookwood Investment Group LLC History No change 3,005 287 0.03% 0.03% 608 0 0.0% Q2 2026 Jul 23, 2026
LOWE BROCKENBROUGH & CO INC History No change 3,000 286 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 03, 2026
Pictet North America Advisors SA History No change 3,000 286 0.03% 0.03% 610 0 0.0% Q2 2026 Jul 24, 2026
OMNI 360 Wealth, Inc. History No change 2,976 284 0.13% 0.13% 611 0 0.0% Q2 2026 Jul 13, 2026
OneAscent Family Office, LLC History No change 2,950 282 0.14% 0.14% 612 0 0.0% Q2 2026 Aug 11, 2026
Kingsview Wealth Management, LLC History No change 2,943 281 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 18, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,927 279 0.01% 0.01% 614 0 0.0% Q2 2026 Jul 28, 2026
Kohmann Bosshard Financial Services, LLC History No change 2,893 276 0.02% 0.02% 615 0 0.0% Q2 2026 Jul 14, 2026
Prepared Retirement Institute LLC History No change 2,896 276 0.12% 0.12% 616 0 0.0% Q2 2026 Aug 10, 2026
Regatta Research & Money Management History No change 2,896 276 0.26% 0.26% 617 0 0.0% Q2 2026 Aug 11, 2026
Hilltop Holdings Inc. History No change 2,861 273 0.02% 0.02% 618 0 0.0% Q2 2026 Aug 13, 2026
Everhart Financial Group, Inc. History Reduced 2,804 272 0.02% 0.02% 619 -560 -16.65% Q3 2026 Oct 08, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 2,799 272 0.04% 0.04% 621 -19 -0.67% Q3 2026 Oct 08, 2026
apricus wealth, LLC History No change 2,850 272 0.13% 0.13% 620 0 0.0% Q2 2026 Jul 22, 2026
WPWealth LLP History No change 2,839 271 0.04% 0.04% 622 0 0.0% Q2 2026 Aug 10, 2026
THRYVE WEALTH MANAGEMENT LLC History Reduced 2,781 270 0.15% 0.15% 623 -43 -1.52% Q3 2026 Oct 09, 2026
CreativeOne Wealth, LLC History No change 2,798 267 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 13, 2026
Milestones Private Investment Advisors LLC History No change 2,790 266 0.21% 0.21% 625 0 0.0% Q2 2026 Jul 24, 2026
Crestwood Advisors Group, LLC History No change 2,777 265 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 03, 2026
CIBC WORLD MARKET INC. History No change 2,763 264 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 2,753 263 0.05% 0.05% 628 0 0.0% Q2 2026 Sep 15, 2026
McAlister, Sweet & Associates, Inc. History No change 2,700 262 0.17% 0.14% 629 0 0.0% Q3 2026 Oct 07, 2026
Soltis Investment Advisors LLC History No change 2,725 260 0.01% 0.01% 630 0 0.0% Q2 2026 Jul 31, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 2,708 258 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 17, 2026
Avior Wealth Management, LLC History No change 2,690 257 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 07, 2026
Redwood Financial Network Corp History No change 2,695 257 0.14% 0.14% 633 0 0.0% Q2 2026 Aug 07, 2026
Truepoint, Inc. History No change 2,667 255 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 31, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 2,675 255 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 13, 2026
Perennial Investment Advisors, LLC History No change 2,661 254 0.02% 0.02% 636 0 0.0% Q2 2026 Aug 14, 2026
Nautilus Advisors LLC History Reduced 2,609 253 0.15% 0.15% 637 -49 -1.84% Q3 2026 Oct 06, 2026
FSA Advisors, Inc. History No change 2,617 250 0.11% 0.11% 638 0 0.0% Q2 2026 Aug 17, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 2,607 249 0.02% 0.02% 639 0 0.0% Q2 2026 Jul 28, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 2,543 243 0.02% 0.02% 640 0 0.0% Q2 2026 Jul 28, 2026
Tradition Wealth Management, LLC History No change 2,532 242 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 11, 2026
CALTON & ASSOCIATES, INC. History No change 2,517 240 0.04% 0.04% 642 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 2,504 239 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 23, 2026
PACIFIC FINANCIAL GROUP INC History No change 2,482 237 0.11% 0.11% 644 0 0.0% Q2 2026 Aug 13, 2026
Cyndeo Wealth Partners, LLC History No change 2,456 234 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 21, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 2,441 233 0.01% 0.01% 646 0 0.0% Q2 2026 Jul 21, 2026
CAPITAL MANAGEMENT CORP /VA History No change 2,430 232 0.03% 0.03% 647 0 0.0% Q2 2026 Jul 29, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 2,364 229 0.05% 0.04% 648 +35 1.5% Q3 2026 Oct 07, 2026
Freestone Capital Holdings, LLC History No change 2,400 229 0.01% 0.01% 649 0 0.0% Q2 2026 Jul 31, 2026
Colter Lewis Investment Partners LLC History No change 2,401 229 0.1% 0.1% 650 0 0.0% Q2 2026 Aug 14, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Reduced 2,327 226 0.15% 0.15% 651 -11 -0.47% Q3 2026 Oct 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,347 224 0.02% 0.02% 652 0 0.0% Q2 2026 Jul 07, 2026
Retirement Investment Advisors, Inc. History No change 2,321 224 0.02% 0.02% 653 0 0.0% Q2 2026 Jul 15, 2026
Atlas Wealth LLC History No change 2,319 221 0.03% 0.03% 654 0 0.0% Q2 2026 Jul 28, 2026
JGP Wealth Management, LLC History No change 2,305 220 0.02% 0.02% 655 0 0.0% Q2 2026 Jul 07, 2026
Strategic Financial Concepts, LLC History No change 2,310 220 0.07% 0.07% 656 0 0.0% Q2 2026 Jul 27, 2026
Vigil Wealth Management, LLC History No change 2,307 220 0.16% 0.16% 657 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,289 218 0.02% 0.02% 658 0 0.0% Q2 2026 Jul 16, 2026
Ipswich Investment Management Co., Inc. History No change 2,270 217 0.05% 0.05% 659 0 0.0% Q2 2026 Jul 16, 2026
Financial Advisors Network, Inc. History No change 2,278 217 0.03% 0.03% 660 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,264 216 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,252 215 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 21, 2026
Edgemoor Investment Advisors, Inc. History No change 2,200 210 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 07, 2026
Quattro Advisors LLC History No change 2,187 209 0.14% 0.14% 664 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 2,176 208 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 30, 2026
Armbruster Capital Management, Inc. History No change 2,177 208 0.03% 0.03% 666 0 0.0% Q2 2026 Jul 16, 2026
Cypress Capital Group History No change 2,165 207 0.02% 0.02% 667 0 0.0% Q2 2026 Aug 05, 2026
Evanson Financial, LLC History No change 2,168 207 0.01% 0.01% 668 0 0.0% Q2 2026 Jul 07, 2026
AlphaStar Capital Management, LLC History No change 2,160 206 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 30, 2026
Accredited Investors Inc. History No change 2,150 205 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 21, 2026
Harbor Asset Planning, Inc. History No change 2,139 204 0.15% 0.15% 671 0 0.0% Q2 2026 Jul 22, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,106 201 0.03% 0.03% 672 0 0.0% Q2 2026 Aug 14, 2026
Ellevest, Inc. History No change 2,101 200 0.02% 0.02% 673 0 0.0% Q2 2026 Aug 10, 2026
Walkner Condon Financial Advisors LLC History No change 2,092 200 0.02% 0.02% 674 0 0.0% Q2 2026 Jul 27, 2026
GUERRA PAN ADVISORS, LLC History No change 2,097 200 0.11% 0.11% 675 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 1,966 189 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 27, 2026
Institute for Wealth Management, LLC. History No change 1,987 189 0.02% 0.02% 677 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 1,944 185 0.03% 0.03% 678 0 0.0% Q2 2026 Jul 24, 2026
Advyzon Investment Management, LLC History No change 1,893 181 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 1,862 178 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 06, 2026
Cassaday & Co Wealth Management LLC History No change 1,672 159 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 10, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,570 152 0.01% 0.01% 682 0 0.0% Q3 2026 Oct 09, 2026
CNB Bank History No change 1,563 149 0.06% 0.06% 683 0 0.0% Q2 2026 Aug 06, 2026
WOLFF WIESE MAGANA LLC History No change 1,411 134 0.06% 0.06% 684 0 0.0% Q2 2026 Jul 13, 2026
Coastline Trust Co History Reduced 1,375 133 0.01% 0.01% 685 -233 -14.49% Q3 2026 Oct 01, 2026
Independence Bank of Kentucky History No change 1,371 131 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 13, 2026
Darwin Wealth Management, LLC History No change 1,358 129 0.04% 0.04% 687 0 0.0% Q2 2026 Jul 21, 2026
Pioneer Family Office, LLC History No change 1,340 128 0.07% 0.07% 688 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 1,306 126 0.01% 0.01% 689 +519 65.95% Q3 2026 Oct 07, 2026
Piscataqua Savings Bank History No change 1,300 124 0.08% 0.08% 690 0 0.0% Q2 2026 Jul 09, 2026
Clearstead Trust, LLC History No change 1,266 121 0.02% 0.02% 691 0 0.0% Q2 2026 Aug 06, 2026
Signature Resources Capital Management, LLC History No change 1,275 121 0.05% 0.05% 692 0 0.0% Q2 2026 Jul 13, 2026
WELLINGTON-ALTUS USA INC. History No change 1,331 116 0.08% 0.08% 693 0 0.0% Q2 2026 Sep 17, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,221 116 0.03% 0.03% 694 0 0.0% Q2 2026 Jul 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,195 114 0.07% 0.07% 695 0 0.0% Q2 2026 Jul 21, 2026
Navigoe, LLC History No change 1,194 114 0.06% 0.06% 696 0 0.0% Q2 2026 Jul 31, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 1,144 109 0.05% 0.05% 697 0 0.0% Q2 2026 Aug 07, 2026
Westside Investment Management, Inc. History No change 1,055 100 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 27, 2026
Frazier Financial Advisors, LLC History No change 1,027 98 0.05% 0.05% 699 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 1,012 96 0.02% 0.02% 700 0 0.0% Q2 2026 Aug 04, 2026
CITIGROUP INC History No change 967 92 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 03, 2026
Operose Advisors LLC History No change 969 92 0.02% 0.02% 702 0 0.0% Q2 2026 Aug 13, 2026
NBH Bank History No change 930 88 0.04% 0.04% 703 0 0.0% Q2 2026 Aug 14, 2026
Trust Co History Added to 863 83 0.01% 0.0% 704 +607 237.11% Q3 2026 Oct 09, 2026
Holos Integrated Wealth LLC History No change 869 83 0.04% 0.04% 705 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 830 79 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 775 74 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History No change 751 73 0.0% 0.0% 708 0 0.0% Q3 2026 Oct 08, 2026
Keystone Financial Group, Inc. History No change 747 71 0.04% 0.04% 709 0 0.0% Q2 2026 Jul 21, 2026
Activest Wealth Management History No change 722 69 0.01% 0.01% 710 0 0.0% Q2 2026 Jul 16, 2026
AdvisorNet Financial, Inc History No change 702 67 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 23, 2026
Bangor Savings Bank History No change 683 66 0.01% 0.0% 712 0 0.0% Q3 2026 Oct 06, 2026
Atlantic Union Bankshares Corp History No change 687 65 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 11, 2026
SOA Wealth Advisors, LLC. History No change 637 60 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 637 60 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 24, 2026
Harborfront Financial Group LLC History No change 628 60 0.23% 0.23% 716 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History No change 612 58 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 07, 2026
Kilter Group LLC History No change 610 58 0.02% 0.02% 718 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 600 57 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 22, 2026
Newton One Investments LLC History No change 595 56 0.01% 0.01% 720 0 0.0% Q2 2026 Jul 22, 2026
BROWN BROTHERS HARRIMAN & CO History No change 567 54 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 12, 2026
Cheviot Value Management, LLC History No change 571 54 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 550 52 0.0% 0.0% 723 0 0.0% Q2 2026 Jul 24, 2026
Nova Wealth Management, Inc. History No change 534 51 0.03% 0.03% 724 0 0.0% Q2 2026 Jul 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 525 51 0.01% 0.01% 725 0 0.0% Q3 2026 Oct 07, 2026
Federation des caisses Desjardins du Quebec History No change 515 49 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 13, 2026
Napier Financial, LLC History No change 514 49 0.01% 0.01% 727 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD ADVISERS INC History No change 508 48 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 488 47 0.01% 0.01% 730 +1 0.21% Q3 2026 Oct 07, 2026
Ascentis Independent Advisors History No change 500 47 0.13% 0.13% 729 0 0.0% Q2 2026 Aug 04, 2026
Stone House Investment Management, LLC History No change 483 46 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 05, 2026
Brooklyn FI, LLC History No change 465 44 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 04, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 451 43 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 440 42 0.0% 0.0% 734 0 0.0% Q2 2026 Jul 17, 2026
Russell Investments Group, Ltd. History No change 426 40 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 06, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 413 39 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 15, 2026
TIAA Wealth Investment Management LLC History No change 417 39 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 10, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 390 37 0.01% — 740 +390 New Q3 2026 Oct 07, 2026
Front Row Advisors LLC History No change 373 37 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History No change 381 37 0.0% 0.0% 739 0 0.0% Q3 2026 Oct 01, 2026
RMG Wealth Management LLC History No change 369 36 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 13, 2026
Integrity Financial Corp /WA History No change 385 36 0.02% 0.02% 742 0 0.0% Q2 2026 Jul 31, 2026
GK Wealth Management LLC History New 364 35 0.02% — 743 +364 New Q3 2026 Oct 09, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 350 33 0.02% 0.02% 744 0 0.0% Q2 2026 Aug 05, 2026
Timbuktu Capital Management, LLC History No change 333 31 0.05% 0.05% 745 0 0.0% Q2 2026 Aug 13, 2026
S&T BANK/PA History No change 316 30 0.01% 0.01% 746 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 323 30 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 10, 2026
Johnson Financial Group, Inc. History No change 307 29 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 10, 2026
TSFG, LLC History No change 308 29 0.0% 0.0% 749 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 303 28 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History No change 295 28 0.02% 0.02% 751 0 0.0% Q2 2026 Aug 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 262 25 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 266 25 0.0% 0.0% 753 0 0.0% Q2 2026 Jul 28, 2026
Hilton Head Capital Partners, LLC History No change 268 25 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 27, 2026
Providence Capital Advisors, LLC History No change 250 23 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 11, 2026
Princeton Global Asset Management LLC History No change 250 23 0.0% 0.0% 756 0 0.0% Q2 2026 Jul 16, 2026
Indiana Trust & Investment Management Co History No change 227 21 0.01% 0.01% 757 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 229 21 0.0% 0.0% 758 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 226 21 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 15, 2026
Addison Advisors LLC History No change 206 19 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 10, 2026
Cetera Trust Company, N.A History No change 200 19 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 13, 2026
Fairman Group, LLC History No change 200 19 0.01% 0.01% 762 0 0.0% Q2 2026 Aug 04, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 200 19 0.02% 0.02% 763 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 170 16 0.01% 0.01% 764 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 150 14 0.0% 0.0% 765 0 0.0% Q2 2026 Sep 02, 2026
SHP Wealth Management History No change 152 14 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 11, 2026
Bare Financial Services, Inc History No change 155 14 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 27, 2026
FEDERATED HERMES, INC. History No change 144 13 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 12, 2026
Buck Wealth Strategies, LLC History No change 140 13 0.0% 0.0% 769 0 0.0% Q2 2026 Jul 30, 2026
Kingdom Financial Group LLC. History No change 118 11 0.0% 0.0% 770 0 0.0% Q2 2026 Aug 07, 2026
Vision Retirement, LLC History No change 119 11 0.0% 0.0% 771 0 0.0% Q2 2026 Jul 21, 2026
SALEM INVESTMENT COUNSELORS INC History No change 110 10 0.0% 0.0% 772 0 0.0% Q2 2026 Jul 14, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 115 10 0.0% 0.0% 773 0 0.0% Q2 2026 Jul 21, 2026
Vermillion Wealth Management, Inc. History No change 104 9 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 15, 2026
Costello Asset Management, INC History No change 102 9 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 28, 2026
Financial Perspectives, Inc History No change 104 9 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Planning Services, Inc. History No change 87 8 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 07, 2026
NBT BANK, N.A. History No change 78 7 0.0% 0.0% 778 0 0.0% Q2 2026 Jul 29, 2026
Atlantic Edge Private Wealth Management, LLC History No change 81 7 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 23, 2026
Financial Network Wealth Advisors LLC History No change 77 7 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 29, 2026
Founders Capital Management History No change 66 6 0.0% 0.0% 781 0 0.0% Q2 2026 Jul 21, 2026
Davis Capital Management History No change 56 5 0.0% 0.0% 782 0 0.0% Q3 2026 Oct 08, 2026
Abound Wealth Management History No change 62 5 0.0% 0.0% 783 0 0.0% Q2 2026 Jul 10, 2026
Catherine Avery Investment Management LLC History No change 55 5 0.0% 0.0% 784 0 0.0% Q2 2026 Jul 27, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 45 4 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 05, 2026
DUNCKER STREETT & CO INC History No change 50 4 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 28, 2026
Truvestments Capital LLC History No change 49 4 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 12, 2026
Medallion Wealth Advisors, LLC History No change 51 4 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 14, 2026
Crewe Advisors LLC History No change 36 3 0.0% 0.0% 789 0 0.0% Q2 2026 Jul 23, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 25 2 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 13, 2026
Miller Global Investments, LLC History New 15 1 0.0% — 794 +15 New Q3 2026 Oct 02, 2026
BFSG, LLC History No change 17 1 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 20, 2026
ABOUND FINANCIAL, LLC History No change 15 1 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 14, 2026
Key Capital Management, INC History No change 13 1 0.0% 0.0% 793 0 0.0% Q2 2026 Jul 27, 2026
Veracity Capital LLC History Closed out 0 0 — 0.09% — -3,526 -100.0% Q3 2026 Oct 08, 2026
Bath Savings Trust Co History Closed out 0 0 — 0.03% — -3,121 -100.0% Q3 2026 Oct 07, 2026
Breakwater Capital Group History Closed out 0 0 — 0.02% — -2,161 -100.0% Q3 2026 Oct 08, 2026
Financial Gravity Companies, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Markowski Investments History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026