iSHARES TRUST - DSI

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
MORGAN STANLEY History No change 4,231,965 602,589 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,741,833 248,019 0.06% 0.06% 2 0 0.0% Q2 2026 Sep 23, 2026
BANK OF AMERICA CORP /DE/ History No change 1,405,229 200,090 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,229,365 175,049 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 07, 2026
Bank of New York Mellon Corp History No change 1,193,065 169,880 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 1,156,395 163,063 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 797,286 117,059 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 444,726 62,989 3.94% 3.94% 8 0 0.0% Q2 2026 Aug 10, 2026
UBS Group AG History No change 407,533 58,028 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 337,922 48,117 0.08% 0.08% 10 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 335,917 47,810 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 322,658 45,943 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 318,940 45,413 0.22% 0.22% 13 0 0.0% Q2 2026 Sep 23, 2026
Rockefeller Capital Management L.P. History No change 302,319 43,047 0.07% 0.07% 14 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 298,963 42,569 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 280,073 39,879 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 14, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 279,901 39,855 11.68% 11.68% 17 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 227,210 32,352 0.04% 0.04% 18 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 221,547 31,546 0.48% 0.48% 19 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 214,635 30,561 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 210,927 30,033 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 204,758 29,155 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 177,439 25,265 0.04% 0.04% 23 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 176,795 25,173 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 174,483 24,849 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 163,637 23,300 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 163,472 23,277 0.15% 0.15% 27 0 0.0% Q2 2026 Jul 20, 2026
ROYAL BANK OF CANADA History No change 160,692 22,880 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 157,186 22,381 0.03% 0.03% 29 0 0.0% Q2 2026 Jul 28, 2026
National Philanthropic Trust History No change 148,426 21,134 0.31% 0.31% 30 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 146,353 20,839 0.1% 0.1% 31 0 0.0% Q2 2026 Aug 18, 2026
Ameritas Advisory Services, LLC History No change 146,299 20,831 0.42% 0.42% 32 0 0.0% Q2 2026 Aug 14, 2026
Gemmer Asset Management LLC History No change 139,453 19,856 1.33% 1.33% 33 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Wealth History No change 137,461 19,573 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 129,159 18,390 0.2% 0.2% 35 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 128,700 18,325 2.38% 2.38% 36 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, Inc. History No change 111,675 15,901 0.52% 0.52% 37 0 0.0% Q2 2026 Aug 10, 2026
MML INVESTORS SERVICES, LLC History No change 103,448 14,730 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 07, 2026
PFG Investments, LLC History No change 97,760 13,920 0.54% 0.54% 39 0 0.0% Q2 2026 Jul 23, 2026
HighTower Advisors, LLC History No change 96,438 13,731 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 94,728 13,488 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 19, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 93,250 13,251 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
Francis Financial, Inc. History No change 90,492 12,885 2.11% 2.11% 43 0 0.0% Q2 2026 Aug 10, 2026
NATURAL INVESTMENTS, LLC History No change 88,429 12,591 2.77% 2.77% 44 0 0.0% Q2 2026 Jul 31, 2026
Private Advisor Group, LLC History No change 85,793 12,216 0.06% 0.06% 45 0 0.0% Q2 2026 Jul 27, 2026
Mascoma Wealth Management LLC History No change 76,421 10,881 2.02% 2.02% 46 0 0.0% Q2 2026 Jul 24, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 70,793 10,080 0.31% 0.31% 47 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 70,077 9,978 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 05, 2026
SCS Capital Management LLC History No change 69,138 9,844 0.09% 0.09% 49 0 0.0% Q2 2026 Aug 06, 2026
Janney Montgomery Scott LLC History No change 68,173 9,707 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 66,537 9,474 0.02% 0.02% 51 0 0.0% Q2 2026 Jul 27, 2026
BANK OF MONTREAL /CAN/ History No change 64,692 9,211 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 12, 2026
Composition Wealth, LLC History No change 63,094 8,983 0.11% 0.11% 53 0 0.0% Q2 2026 Jul 22, 2026
ST GERMAIN D J CO INC History No change 62,499 8,899 0.32% 0.32% 54 0 0.0% Q2 2026 Jul 21, 2026
Brio Consultants, LLC History No change 62,504 8,899 1.04% 1.04% 55 0 0.0% Q2 2026 Aug 12, 2026
ALLIANZ SE History No change 61,222 8,717 0.09% 0.09% 56 0 0.0% Q2 2026 Aug 10, 2026
Strategic Point Investment Advisors, LLC History No change 57,179 8,141 1.06% 1.06% 57 0 0.0% Q2 2026 Jul 08, 2026
Integrated Wealth Concepts LLC History No change 56,840 8,093 0.05% 0.05% 58 0 0.0% Q2 2026 Sep 08, 2026
Perigon Wealth Management, LLC History No change 56,065 7,983 0.13% 0.13% 59 0 0.0% Q2 2026 Aug 07, 2026
ASPIRIANT, LLC History No change 54,986 7,829 0.19% 0.19% 60 0 0.0% Q2 2026 Jul 20, 2026
HEADINVEST, LLC History No change 54,789 7,801 1.45% 1.45% 61 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 54,735 7,793 0.09% 0.09% 62 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 53,521 7,620 0.08% 0.08% 63 0 0.0% Q2 2026 Aug 04, 2026
SOFI WEALTH, LLC History No change 52,019 7,406 0.3% 0.3% 64 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 50,722 7,222 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Advisory Partners LLC History No change 49,560 7,056 0.13% 0.13% 66 0 0.0% Q2 2026 Jul 09, 2026
STIFEL FINANCIAL CORP History No change 46,578 6,632 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 12, 2026
Gradient Investments LLC History No change 44,958 6,401 0.09% 0.09% 68 0 0.0% Q2 2026 Jul 08, 2026
NewEdge Advisors, LLC History No change 44,834 6,383 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 12, 2026
Dunhill Financial, LLC History No change 44,668 6,361 1.3% 1.3% 70 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 43,915 6,253 0.01% 0.01% 71 0 0.0% Q2 2026 Jul 30, 2026
Gilbert Capital Group, Inc. History No change 41,527 5,913 4.14% 4.14% 72 0 0.0% Q2 2026 Jul 13, 2026
Avise Financial Cooperative, Inc. History No change 40,390 5,751 4.08% 4.08% 73 0 0.0% Q2 2026 Aug 06, 2026
Columbia Bank History No change 39,864 5,676 1.27% 1.27% 74 0 0.0% Q2 2026 Jul 24, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 39,487 5,622 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 38,643 5,351 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 37,363 5,320 0.02% 0.02% 77 0 0.0% Q2 2026 Jul 28, 2026
Wealthfront Advisers LLC History No change 36,839 5,245 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 07, 2026
One Wealth Advisors, LLC History No change 36,755 5,233 0.58% 0.58% 79 0 0.0% Q2 2026 Aug 06, 2026
Moment Partners, LLC History No change 36,426 5,186 0.93% 0.93% 80 0 0.0% Q2 2026 Jul 29, 2026
Neumann Capital Management, LLC History No change 35,201 5,012 3.32% 3.32% 81 0 0.0% Q2 2026 Jul 10, 2026
Diversified Enterprises, LLC History No change 35,137 5,003 0.24% 0.24% 82 0 0.0% Q2 2026 Jul 31, 2026
Cranbrook Wealth Management, LLC History No change 34,699 4,940 0.92% 0.92% 83 0 0.0% Q2 2026 Aug 06, 2026
McClarren Financial Advisors, Inc. History No change 34,476 4,909 2.54% 2.54% 84 0 0.0% Q2 2026 Jul 17, 2026
GeoWealth Management, LLC History No change 33,636 4,789 0.15% 0.15% 85 0 0.0% Q2 2026 Jul 30, 2026
&PARTNERS History No change 33,404 4,756 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
Laurel Wealth Planning LLC History No change 33,390 4,754 2.1% 2.1% 87 0 0.0% Q2 2026 Jul 30, 2026
SageView Advisory Group, LLC History No change 32,487 4,625 0.15% 0.15% 88 0 0.0% Q2 2026 Aug 10, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 32,101 4,570 0.75% 0.75% 89 0 0.0% Q2 2026 Jul 27, 2026
BAILARD, INC. History No change 31,664 4,508 0.09% 0.09% 90 0 0.0% Q2 2026 Jul 30, 2026
Erste Asset Management GmbH History No change 36,621 4,456 0.03% 0.03% 91 0 0.0% Q2 2026 Jul 28, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 31,148 4,435 1.12% 1.12% 92 0 0.0% Q2 2026 Jul 23, 2026
TRUE BLUE FINANCIAL, LLC History No change 30,923 4,403 1.86% 1.86% 93 0 0.0% Q2 2026 Jul 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 30,473 4,354 0.01% 0.01% 94 0 0.0% Q2 2026 Jul 15, 2026
FMR LLC History No change 30,371 4,324 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
FORBES J M & CO LLP History No change 29,548 4,207 0.33% 0.33% 96 0 0.0% Q2 2026 Jul 20, 2026
Merit Financial Group, LLC History No change 29,530 4,204 0.03% 0.03% 97 0 0.0% Q2 2026 Jul 20, 2026
FRANKLIN RESOURCES INC History No change 29,053 4,136 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 28,901 4,120 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 14, 2026
BBR PARTNERS, LLC History No change 28,552 4,065 0.19% 0.19% 100 0 0.0% Q2 2026 Aug 11, 2026
Pitcairn Wealth Advisors LLC History No change 28,513 4,059 0.44% 0.44% 101 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 28,329 4,033 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 17, 2026
Fifth Third Wealth Advisors LLC History No change 28,071 3,997 0.11% 0.11% 103 0 0.0% Q2 2026 Jul 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 27,938 3,978 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Management, LLC History No change 27,556 3,923 1.34% 1.34% 105 0 0.0% Q2 2026 Jul 07, 2026
Steward Partners Investment Advisory, LLC History No change 26,397 3,758 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 26,144 3,722 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 13, 2026
Horst & Graben Wealth Management LLC History No change 25,928 3,690 0.49% 0.49% 108 0 0.0% Q2 2026 Jul 22, 2026
Gibson Capital, LLC History No change 24,715 3,519 0.58% 0.58% 109 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 24,616 3,505 0.04% 0.04% 110 0 0.0% Q2 2026 Aug 10, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 24,589 3,501 0.33% 0.33% 111 0 0.0% Q2 2026 Jul 09, 2026
Creekside Partners History No change 24,488 3,486 1.26% 1.26% 112 0 0.0% Q2 2026 Jul 30, 2026
Eley Financial Management, Inc History No change 24,361 3,468 1.12% 1.12% 113 0 0.0% Q2 2026 Aug 11, 2026
Wealthspire Advisors, LLC History No change 23,703 3,375 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 23,600 3,360 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 07, 2026
Orion Porfolio Solutions, LLC History No change 23,594 3,359 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 14, 2026
Accredited Investors Inc. History No change 23,591 3,359 0.15% 0.15% 117 0 0.0% Q2 2026 Jul 21, 2026
SAPIENT CAPITAL LLC History No change 23,380 3,329 0.04% 0.04% 118 0 0.0% Q2 2026 Jul 09, 2026
Quantinno Capital Management LP History No change 23,105 3,289 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Stanich Group LLC History No change 23,005 3,275 2.06% 2.06% 120 0 0.0% Q2 2026 Jul 16, 2026
Topel & Distasi Wealth Management, LLC History No change 22,656 3,225 1.56% 1.56% 121 0 0.0% Q2 2026 Aug 07, 2026
Fingerlakes Wealth Management, Inc. History No change 22,588 3,216 1.73% 1.73% 122 0 0.0% Q2 2026 Jul 23, 2026
Compass Financial Group, Inc. (Ohio) History No change 22,154 3,154 2.11% 2.11% 123 0 0.0% Q2 2026 Aug 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 22,042 3,138 0.06% 0.06% 124 0 0.0% Q2 2026 Jul 23, 2026
Schneider Downs Wealth Management Advisors, LP History No change 21,863 3,113 0.29% 0.29% 125 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History No change 22,509 3,102 0.06% 0.06% 126 0 0.0% Q2 2026 Jul 29, 2026
ALTFEST L J & CO INC History No change 21,630 3,079 0.3% 0.3% 127 0 0.0% Q2 2026 Jul 30, 2026
Allworth Financial LP History No change 21,272 3,028 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History No change 21,025 2,993 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
Sharkey, Howes & Javer History No change 20,930 2,980 0.36% 0.36% 130 0 0.0% Q2 2026 Jul 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 20,791 2,960 0.01% 0.01% 131 0 0.0% Q2 2026 Jul 28, 2026
Shepherd Financial Partners LLC History No change 20,685 2,945 0.24% 0.24% 132 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 20,417 2,907 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 11, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 20,139 2,867 0.61% 0.61% 134 0 0.0% Q2 2026 Jul 27, 2026
BigSur Wealth Management LLC History No change 20,000 2,847 0.69% 0.69% 135 0 0.0% Q2 2026 Jul 14, 2026
Modern Wealth Management, LLC History No change 19,785 2,817 0.03% 0.03% 136 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 19,346 2,754 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 19,226 2,737 0.02% 0.02% 138 0 0.0% Q2 2026 Jul 29, 2026
EP Wealth Advisors, LLC History No change 19,027 2,709 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 11, 2026
Boston Trust Walden Corp History No change 19,003 2,705 0.02% 0.02% 140 0 0.0% Q2 2026 Jul 24, 2026
Modera Wealth Management, LLC History No change 18,986 2,703 0.03% 0.03% 141 0 0.0% Q2 2026 Aug 03, 2026
Arlington Financial Advisors, LLC History No change 18,936 2,696 0.34% 0.34% 142 0 0.0% Q2 2026 Jul 22, 2026
Impact Investors, Inc History No change 18,603 2,648 1.94% 1.94% 143 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth Management, LLC History No change 18,416 2,622 0.11% 0.11% 144 0 0.0% Q2 2026 Jul 22, 2026
Cresset Asset Management, LLC History No change 18,412 2,621 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 14, 2026
SigFig Wealth Management, LLC History Reduced 17,365 2,538 0.06% 0.07% 146 -161 -0.92% Q3 2026 Oct 07, 2026
Snowden Capital Advisors LLC History No change 17,561 2,500 0.06% 0.06% 147 0 0.0% Q2 2026 Aug 13, 2026
Topsail Wealth Management, LLC History No change 17,504 2,492 0.32% 0.32% 148 0 0.0% Q2 2026 Aug 13, 2026
Revolve Wealth Partners, LLC History No change 17,168 2,444 0.25% 0.25% 149 0 0.0% Q2 2026 Jul 09, 2026
Bangor Savings Bank History No change 16,243 2,374 0.18% 0.17% 150 0 0.0% Q3 2026 Oct 06, 2026
Farther Finance Advisors, LLC History No change 16,669 2,373 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 17, 2026
Davis Wealth Advisors, LLC History No change 16,481 2,346 1.81% 1.81% 152 0 0.0% Q2 2026 Aug 14, 2026
Allodium Investment Consultants, LLC History No change 16,456 2,343 1.0% 1.0% 153 0 0.0% Q2 2026 Jul 14, 2026
NewEdge Wealth, LLC History No change 16,432 2,339 0.02% 0.02% 154 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 16,050 2,285 0.02% 0.02% 155 0 0.0% Q2 2026 Jul 27, 2026
Hilltop Holdings Inc. History No change 15,928 2,267 0.18% 0.18% 156 0 0.0% Q2 2026 Aug 13, 2026
Colter Lewis Investment Partners LLC History No change 15,515 2,209 0.98% 0.98% 157 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Added to 14,951 2,185 0.06% 0.06% 158 +30 0.2% Q3 2026 Oct 02, 2026
Investors Research Corp History Reduced 14,679 2,145 0.38% 0.37% 159 -15 -0.1% Q3 2026 Oct 07, 2026
CIBC Bancorp USA Inc. History No change 15,041 2,141 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
VICUS CAPITAL History No change 14,977 2,132 0.14% 0.14% 161 0 0.0% Q2 2026 Aug 05, 2026
Tempus Wealth Planning, LLC History No change 14,726 2,096 0.41% 0.41% 162 0 0.0% Q2 2026 Jul 22, 2026
PFG Advisors History No change 14,270 2,031 0.1% 0.1% 163 0 0.0% Q2 2026 Jul 16, 2026
Sequoia Financial Advisors, LLC History No change 14,238 2,027 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 17, 2026
HRT FINANCIAL LP History No change 14,027 1,997 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 13,893 1,978 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 27, 2026
Spire Wealth Management History No change 13,849 1,971 0.06% 0.06% 167 0 0.0% Q2 2026 Jul 15, 2026
MMBG INVESTMENT ADVISORS CO. History No change 13,785 1,962 0.16% 0.16% 168 0 0.0% Q2 2026 Aug 10, 2026
Financial Insights, Inc. History No change 13,724 1,954 0.51% 0.51% 169 0 0.0% Q2 2026 Aug 25, 2026
1015 Capital Partners, LLC History No change 13,580 1,933 1.62% 1.62% 170 0 0.0% Q2 2026 Jul 21, 2026
Apollon Wealth Management, LLC History No change 13,575 1,932 0.02% 0.02% 171 0 0.0% Q2 2026 Jul 22, 2026
HighPoint Advisor Group LLC History No change 13,534 1,927 0.07% 0.07% 172 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Investment Partners, Inc. History No change 13,254 1,887 0.05% 0.05% 173 0 0.0% Q2 2026 Aug 13, 2026
White Lighthouse Investment Management Inc. History No change 13,257 1,887 0.24% 0.24% 174 0 0.0% Q2 2026 Aug 04, 2026
Savvy Advisors, Inc. History No change 13,227 1,883 0.04% 0.04% 175 0 0.0% Q2 2026 Aug 03, 2026
Continuum Advisory, LLC History No change 12,958 1,845 0.15% 0.15% 176 0 0.0% Q2 2026 Aug 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 12,909 1,838 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 07, 2026
Baker Avenue Asset Management, LP History No change 12,865 1,831 0.03% 0.03% 178 0 0.0% Q2 2026 Jul 28, 2026
Great Diamond Partners, LLC History No change 12,736 1,813 0.31% 0.31% 179 0 0.0% Q2 2026 Jul 17, 2026
WHI TRUST Co LLC History No change 12,280 1,748 1.13% 1.13% 180 0 0.0% Q2 2026 Aug 11, 2026
Clear Harbor Asset Management, LLC History No change 12,174 1,733 0.11% 0.11% 181 0 0.0% Q2 2026 Aug 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 12,175 1,733 0.07% 0.07% 182 0 0.0% Q2 2026 Jul 27, 2026
SAGE FINANCIAL GROUP INC History No change 12,156 1,730 0.1% 0.1% 183 0 0.0% Q2 2026 Jul 21, 2026
Ashton Thomas Private Wealth, LLC History No change 12,149 1,729 0.04% 0.04% 184 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Advisor Solutions, LLC History No change 12,068 1,718 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 06, 2026
SOA Wealth Advisors, LLC. History No change 12,062 1,717 0.29% 0.29% 186 0 0.0% Q2 2026 Jul 21, 2026
WoodTrust Financial Corp History No change 12,029 1,713 0.2% 0.2% 187 0 0.0% Q2 2026 Jul 27, 2026
Bensler, LLC History No change 11,975 1,705 0.15% 0.15% 188 0 0.0% Q2 2026 Jul 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 11,694 1,665 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 11,675 1,662 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 06, 2026
Boston Standard Wealth Management, LLC History Added to 11,337 1,657 0.24% 0.23% 191 +25 0.22% Q3 2026 Oct 07, 2026
POTENTIA WEALTH History No change 11,294 1,608 0.66% 0.66% 192 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 11,221 1,598 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 10, 2026
Sovran Advisors, LLC History No change 11,417 1,576 0.12% 0.12% 194 0 0.0% Q2 2026 Jul 29, 2026
SAX WEALTH ADVISORS, LLC History No change 12,961 1,570 0.06% 0.06% 195 0 0.0% Q2 2026 Jul 09, 2026
Focus Financial Network, Inc. History No change 10,974 1,562 0.05% 0.05% 196 0 0.0% Q2 2026 Jul 09, 2026
WHITTIER TRUST CO History No change 10,892 1,552 0.02% 0.02% 197 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 10,872 1,538 0.03% 0.03% 198 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 10,764 1,532 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 10,612 1,511 0.06% 0.06% 200 0 0.0% Q2 2026 Jul 22, 2026
NorthRock Partners, LLC History No change 10,521 1,498 0.02% 0.02% 201 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History No change 10,289 1,465 0.02% 0.02% 202 0 0.0% Q2 2026 Jul 31, 2026
HILL ISLAND FINANCIAL LLC History No change 10,254 1,460 0.31% 0.31% 203 0 0.0% Q2 2026 Aug 11, 2026
OpenArc Corporate Advisory, LLC History No change 10,100 1,438 0.02% 0.02% 204 0 0.0% Q2 2026 Aug 05, 2026
Decker Retirement Planning Inc. History No change 9,910 1,411 0.48% 0.48% 205 0 0.0% Q2 2026 Jul 16, 2026
RFG Advisory, LLC History No change 9,868 1,405 0.02% 0.02% 206 0 0.0% Q2 2026 Jul 15, 2026
Main Street Group, LTD History No change 9,634 1,371 0.32% 0.32% 207 0 0.0% Q2 2026 Jul 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 9,488 1,351 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 28, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 9,364 1,333 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 03, 2026
CHILTON INVESTMENT CO INC. History No change 9,194 1,309 0.03% 0.03% 210 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 9,072 1,291 0.01% 0.01% 211 0 0.0% Q2 2026 Jul 24, 2026
Bond & Devick Financial Network, Inc. History No change 8,945 1,273 0.31% 0.31% 212 0 0.0% Q2 2026 Jul 16, 2026
Regal Investment Advisors LLC History No change 8,928 1,271 0.07% 0.07% 213 0 0.0% Q2 2026 Aug 14, 2026
Wealth Management Partners, LLC History No change 8,798 1,252 0.29% 0.29% 214 0 0.0% Q2 2026 Jul 22, 2026
Dynamic Advisor Solutions LLC History No change 8,668 1,234 0.03% 0.03% 215 0 0.0% Q2 2026 Jul 07, 2026
CITIGROUP INC History No change 8,491 1,209 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 03, 2026
MA Private Wealth History No change 8,424 1,199 0.18% 0.18% 217 0 0.0% Q2 2026 Jul 28, 2026
ROMANO BROTHERS AND COMPANY History No change 8,235 1,172 0.12% 0.12% 218 0 0.0% Q2 2026 Jul 21, 2026
MATHER GROUP, LLC. History No change 8,177 1,164 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 27, 2026
Clean Yield Group History No change 8,000 1,139 0.28% 0.28% 220 0 0.0% Q2 2026 Aug 05, 2026
TRED AVON FAMILY WEALTH, LLC History No change 7,874 1,121 0.34% 0.34% 221 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 7,794 1,109 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 7,665 1,091 0.04% 0.04% 223 0 0.0% Q2 2026 Aug 14, 2026
Acropolis Investment Management, LLC History No change 7,528 1,071 0.04% 0.04% 224 0 0.0% Q2 2026 Jul 16, 2026
Bluespring Wealth Management, LLC History No change 7,500 1,067 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 8,678 1,061 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 13, 2026
Harfst & Associates, Inc. History No change 7,395 1,052 0.16% 0.16% 227 0 0.0% Q2 2026 Jul 31, 2026
Allred Capital Management, LLC History No change 7,372 1,049 0.34% 0.34% 228 0 0.0% Q2 2026 Aug 12, 2026
Vontobel Holding Ltd. History No change 7,359 1,047 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 03, 2026
Acumen Wealth Advisors, LLC History No change 7,232 1,029 0.22% 0.22% 230 0 0.0% Q2 2026 Aug 03, 2026
Gateway Wealth Partners, LLC History No change 7,228 1,029 0.06% 0.06% 231 0 0.0% Q2 2026 Aug 04, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 7,206 1,026 0.01% 0.01% 232 0 0.0% Q2 2026 Sep 23, 2026
FIRST HORIZON CORP History No change 7,116 1,013 0.04% 0.04% 233 0 0.0% Q2 2026 Jul 20, 2026
One Capital Management, LLC History No change 8,320 1,008 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 7,065 1,005 0.03% 0.03% 235 0 0.0% Q2 2026 Aug 03, 2026
AlphaCore Capital LLC History No change 7,059 1,005 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 06, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 7,098 1,001 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 06, 2026
Brookstone Capital Management History No change 6,970 992 0.01% 0.01% 238 0 0.0% Q2 2026 Jul 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 6,908 983 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
Hills Bank & Trust Co History No change 6,885 980 0.04% 0.04% 240 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 6,887 980 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 12, 2026
Principle Wealth Partners LLC History No change 6,887 980 0.05% 0.05% 242 0 0.0% Q2 2026 Aug 07, 2026
Advisory Solutions Group, LLC History No change 6,827 972 0.33% 0.33% 243 0 0.0% Q2 2026 Jul 29, 2026
GLENMEDE TRUST CO NA History No change 6,778 965 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 10, 2026
Wealth Advisory Team LLC History No change 6,645 946 0.77% 0.77% 245 0 0.0% Q2 2026 Jul 23, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 6,613 941 0.32% 0.32% 246 0 0.0% Q2 2026 Aug 13, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 6,569 935 0.26% 0.26% 247 0 0.0% Q2 2026 Jul 24, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 6,564 934 0.05% 0.05% 248 0 0.0% Q2 2026 Jul 15, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 6,520 928 0.15% 0.15% 249 0 0.0% Q2 2026 Aug 06, 2026
Diversify Advisory Services, LLC History No change 6,747 928 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 6,747 928 0.02% 0.02% 251 0 0.0% Q2 2026 Jul 29, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 6,511 927 0.17% 0.17% 252 0 0.0% Q2 2026 Jul 21, 2026
MISSION WEALTH MANAGEMENT, LP History No change 6,502 925 0.01% 0.01% 253 0 0.0% Q2 2026 Jul 20, 2026
Destination Wealth Management History No change 6,489 923 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ALLIANCE, LLC History No change 6,482 922 0.08% 0.08% 255 0 0.0% Q2 2026 Aug 11, 2026
Halter Ferguson Financial Inc. History No change 6,469 921 0.15% 0.15% 256 0 0.0% Q2 2026 Aug 03, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 6,265 915 0.08% 0.07% 257 +425 7.28% Q3 2026 Oct 07, 2026
VERITY Wealth Advisors History No change 6,355 904 0.55% 0.55% 258 0 0.0% Q2 2026 Jul 16, 2026
Keystone Financial Services History No change 6,355 904 0.23% 0.23% 259 0 0.0% Q2 2026 Aug 05, 2026
Atria Investments, Inc History No change 6,220 885 0.01% 0.01% 260 0 0.0% Q2 2026 Jul 28, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 6,222 885 0.21% 0.21% 261 0 0.0% Q2 2026 Jul 16, 2026
Peak Financial Management, Inc. History No change 6,191 881 0.2% 0.2% 262 0 0.0% Q2 2026 Jul 20, 2026
Rollins Financial Advisors, LLC History No change 6,185 880 0.12% 0.12% 263 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 6,156 876 0.03% 0.03% 264 0 0.0% Q2 2026 Jul 24, 2026
Arax Advisory Partners History No change 6,119 871 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 10, 2026
ZENITH SOLUTIONS, INC. History No change 6,096 867 0.79% 0.79% 266 0 0.0% Q2 2026 Aug 03, 2026
Kesler, Norman & Wride, LLC History No change 6,086 866 0.14% 0.14% 267 0 0.0% Q2 2026 Jul 23, 2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC History No change 6,075 865 0.02% 0.02% 268 0 0.0% Q2 2026 Jul 15, 2026
First Pacific Financial History No change 6,059 862 0.1% 0.1% 269 0 0.0% Q2 2026 Jul 20, 2026
Fortis Capital Management LLC History No change 6,046 860 0.1% 0.1% 270 0 0.0% Q2 2026 Aug 12, 2026
Dorsey & Whitney Trust CO LLC History No change 6,027 858 0.04% 0.04% 271 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 6,000 854 0.08% 0.08% 272 0 0.0% Q2 2026 Jul 22, 2026
Birchwood Financial Partners, Inc. History No change 5,977 851 0.7% 0.7% 273 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 5,932 844 0.03% 0.03% 274 0 0.0% Q2 2026 Aug 05, 2026
Frisch Financial Group, Inc. History No change 5,917 842 0.14% 0.14% 275 0 0.0% Q2 2026 Aug 14, 2026
Wealth Analytics Partners, LLC History No change 5,763 820 0.3% 0.3% 276 0 0.0% Q2 2026 Jul 16, 2026
Prism Advisors, Inc. History No change 5,749 818 0.2% 0.2% 277 0 0.0% Q2 2026 Jul 24, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 5,698 811 0.01% 0.01% 278 0 0.0% Q2 2026 Jul 24, 2026
Harbor Asset Planning, Inc. History No change 5,686 809 0.61% 0.61% 279 0 0.0% Q2 2026 Jul 22, 2026
Midwest Trust Co History No change 5,651 804 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 04, 2026
Ledyard National Bank History No change 5,584 795 0.06% 0.06% 281 0 0.0% Q2 2026 Jul 16, 2026
Elyxium Wealth, LLC History No change 5,568 792 0.08% 0.08% 282 0 0.0% Q2 2026 Aug 03, 2026
LifePlan Investment Advisors, Inc. History No change 5,535 788 0.27% 0.27% 283 0 0.0% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 5,500 783 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
Cadia Private Client LLC History No change 5,445 775 0.56% 0.56% 285 0 0.0% Q2 2026 Aug 11, 2026
Members Trust Co History No change 5,349 761 0.02% 0.02% 286 0 0.0% Q2 2026 Jul 31, 2026
RCS Financial Planning, LLC History No change 5,324 758 0.36% 0.36% 287 0 0.0% Q2 2026 Jul 22, 2026
Brooklyn FI, LLC History No change 5,390 757 0.14% 0.14% 288 0 0.0% Q2 2026 Aug 04, 2026
Marathon Wealth Advisors LLC History No change 5,307 755 0.26% 0.26% 289 0 0.0% Q2 2026 Sep 11, 2026
Perennial Investment Advisors, LLC History No change 5,301 754 0.05% 0.05% 290 0 0.0% Q2 2026 Aug 14, 2026
Rede Wealth, LLC History No change 5,273 750 0.25% 0.25% 291 0 0.0% Q2 2026 Aug 03, 2026
Compound Planning, Inc. History No change 5,262 749 0.02% 0.02% 292 0 0.0% Q2 2026 Aug 04, 2026
Finley Financial, LLC History No change 5,260 748 0.3% 0.3% 293 0 0.0% Q2 2026 Jul 08, 2026
Montecito Bank & Trust History No change 5,098 745 0.11% 0.11% 294 0 0.0% Q3 2026 Oct 01, 2026
Kathmere Capital Management, LLC History No change 5,236 745 0.04% 0.04% 295 0 0.0% Q2 2026 Jul 29, 2026
Milestone Investment Advisors LLC History No change 5,237 745 0.16% 0.16% 296 0 0.0% Q2 2026 Aug 14, 2026
BURNS J W & CO INC/NY History No change 5,185 738 0.08% 0.08% 297 0 0.0% Q2 2026 Jul 15, 2026
S.A. Mason LLC History No change 5,153 733 0.23% 0.23% 298 0 0.0% Q2 2026 Jul 31, 2026
Navigation Group, LLC History No change 5,088 724 0.14% 0.14% 299 0 0.0% Q2 2026 Jul 29, 2026
WNY Asset Management, LLC History No change 5,067 721 0.06% 0.06% 300 0 0.0% Q2 2026 Aug 17, 2026
Mesirow Financial Investment Management, Inc. History No change 5,038 717 0.01% 0.01% 301 0 0.0% Q2 2026 Jul 22, 2026
Sigma Planning Corp History No change 5,017 714 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History No change 4,945 704 0.02% 0.02% 303 0 0.0% Q2 2026 Jul 06, 2026
Godfrey Financial Associates, Inc. History No change 4,951 704 0.54% 0.54% 304 0 0.0% Q2 2026 Aug 11, 2026
Hoxton Planning & Management, LLC History No change 4,848 690 0.18% 0.18% 305 0 0.0% Q2 2026 Jul 16, 2026
Altus Wealth Group LLC History No change 4,824 686 0.25% 0.25% 306 0 0.0% Q2 2026 Jul 17, 2026
THEORY FINANCIAL LLC History No change 4,823 686 0.22% 0.22% 307 0 0.0% Q2 2026 Jul 31, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 4,809 684 0.05% 0.05% 308 0 0.0% Q2 2026 Jul 16, 2026
Hilltop Partners LLC History No change 4,780 680 0.16% 0.16% 309 0 0.0% Q2 2026 Aug 05, 2026
OARSMAN CAPITAL, INC. History No change 4,730 673 0.07% 0.07% 310 0 0.0% Q2 2026 Aug 07, 2026
Bridgewater Advisors Inc. History No change 4,669 673 0.04% 0.04% 311 0 0.0% Q2 2026 Aug 05, 2026
Bigelow Investment Advisors, LLC History No change 4,614 657 0.24% 0.24% 312 0 0.0% Q2 2026 Jul 30, 2026
EQ LLC History No change 4,617 657 0.16% 0.16% 313 0 0.0% Q2 2026 Jul 23, 2026
Geneos Wealth Management Inc. History No change 4,572 651 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 06, 2026
AdvisorNet Financial, Inc History No change 4,566 650 0.03% 0.03% 315 0 0.0% Q2 2026 Jul 23, 2026
DEUTSCHE BANK AG\ History No change 4,550 647 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 07, 2026
Johnson Bixby & Associates, LLC History No change 4,478 637 0.07% 0.07% 317 0 0.0% Q2 2026 Jul 16, 2026
Joel Isaacson & Co., LLC History No change 4,464 635 0.02% 0.02% 318 0 0.0% Q2 2026 Aug 04, 2026
West Financial Advisors, LLC History No change 4,463 635 0.1% 0.1% 319 0 0.0% Q2 2026 Jul 08, 2026
Evergreen Wealth Partners LLC History No change 4,465 635 0.38% 0.38% 320 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 4,443 632 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 14, 2026
SK Wealth Management, LLC History No change 4,289 630 0.14% 0.14% 322 0 0.0% Q2 2026 Aug 11, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 4,430 630 0.06% 0.06% 323 0 0.0% Q2 2026 Sep 02, 2026
Magnus Financial Group LLC History No change 4,399 626 0.04% 0.04% 324 0 0.0% Q2 2026 Jul 09, 2026
OneDigital Investment Advisors LLC History No change 4,392 625 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 4,386 624 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 4,372 622 0.04% 0.04% 327 0 0.0% Q2 2026 Aug 12, 2026
LWM ADVISORS INC History No change 4,352 619 0.46% 0.46% 328 0 0.0% Q2 2026 Jul 09, 2026
MainStreet Investment Advisors LLC History No change 4,339 617 0.08% 0.08% 329 0 0.0% Q2 2026 Aug 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 4,327 616 0.03% 0.03% 330 0 0.0% Q2 2026 Jul 24, 2026
Freestone Capital Holdings, LLC History No change 4,298 612 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 31, 2026
Venturi Wealth Management, LLC History No change 4,276 608 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Planning Group LLC History No change 4,324 607 0.08% 0.08% 333 0 0.0% Q2 2026 Jul 29, 2026
HM PAYSON & CO History No change 4,200 598 0.01% 0.01% 334 0 0.0% Q2 2026 Jul 17, 2026
WESBANCO BANK INC History No change 4,117 586 0.01% 0.01% 335 0 0.0% Q2 2026 Jul 28, 2026
Capital Analysts, LLC History No change 4,101 584 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 05, 2026
KFA Private Wealth Group, LLC History Reduced 3,891 568 0.13% 0.13% 338 -38 -0.97% Q3 2026 Oct 07, 2026
RWA WEALTH PARTNERS, LLC History No change 3,995 568 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 07, 2026
Rockingstone Advisors LLC History No change 3,991 568 0.23% 0.23% 339 0 0.0% Q2 2026 Jul 13, 2026
Mayflower Financial Advisors, LLC History No change 3,955 563 0.05% 0.05% 340 0 0.0% Q2 2026 Jul 09, 2026
Crestwood Advisors Group, LLC History No change 3,928 559 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 03, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 3,905 555 0.04% 0.04% 342 0 0.0% Q2 2026 Jul 16, 2026
Ulland Investment Advisors, LLC History No change 3,875 552 0.41% 0.41% 343 0 0.0% Q2 2026 Jul 16, 2026
Rossmore Private Capital History No change 3,868 550 0.04% 0.04% 344 0 0.0% Q2 2026 Jul 31, 2026
Mission Creek Capital Partners, Inc. History No change 3,858 549 0.1% 0.1% 345 0 0.0% Q2 2026 Aug 14, 2026
CARRET ASSET MANAGEMENT, LLC History No change 3,800 541 0.05% 0.05% 346 0 0.0% Q2 2026 Aug 04, 2026
TRUST CO OF VERMONT History No change 3,801 541 0.02% 0.02% 347 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,754 534 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 11, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,751 534 0.03% 0.03% 349 0 0.0% Q2 2026 Aug 06, 2026
Argent Trust Co History No change 3,744 533 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 06, 2026
Onyx Bridge Wealth Group LLC History No change 3,746 533 0.05% 0.05% 351 0 0.0% Q2 2026 Jul 23, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 4,392 532 0.09% 0.09% 352 0 0.0% Q2 2026 Aug 03, 2026
TrinityBridge Ltd History No change 3,715 529 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,694 525 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 13, 2026
LANDAAS & CO /WI /ADV History No change 3,689 525 0.1% 0.1% 355 0 0.0% Q2 2026 Jul 21, 2026
Laird Norton Wetherby Trust Company, LLC History No change 3,668 522 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 14, 2026
Walkner Condon Financial Advisors LLC History No change 3,657 520 0.06% 0.06% 357 0 0.0% Q2 2026 Jul 27, 2026
Tennessee Valley Asset Management Partners History No change 3,591 511 0.06% 0.06% 358 0 0.0% Q2 2026 Aug 10, 2026
Oregon Pacific Wealth Management, LLC History No change 3,575 509 0.48% 0.48% 359 0 0.0% Q2 2026 Jul 22, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 3,477 508 0.01% 0.01% 360 -575 -14.19% Q3 2026 Oct 05, 2026
Envision Financial LLC History No change 3,567 507 0.23% 0.23% 361 0 0.0% Q2 2026 Jul 10, 2026
West Wealth Group, LLC History No change 3,554 506 0.08% 0.08% 362 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 3,500 498 0.0% 0.0% 363 0 0.0% Q2 2026 Sep 02, 2026
MYECFO, LLC History No change 3,500 498 0.19% 0.19% 364 0 0.0% Q2 2026 Aug 10, 2026
Well Done, LLC History No change 3,454 491 0.07% 0.07% 365 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 3,454 491 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 03, 2026
W.H. Cornerstone Investments Inc. History No change 3,437 489 0.28% 0.28% 367 0 0.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History No change 3,410 485 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 11, 2026
BEACON FINANCIAL GROUP History No change 3,392 482 0.04% 0.04% 369 0 0.0% Q2 2026 Jul 16, 2026
Sovereign Financial Group, Inc. History No change 3,372 480 0.07% 0.07% 370 0 0.0% Q2 2026 Jul 24, 2026
Heck Capital Advisors, LLC History No change 3,367 479 0.03% 0.03% 371 0 0.0% Q2 2026 Jul 10, 2026
Arkadios Wealth Advisors History No change 3,357 478 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 10, 2026
Essential Planning, LLC. History No change 3,360 478 0.14% 0.14% 373 0 0.0% Q2 2026 Aug 03, 2026
Traveka Wealth, LLC History No change 3,360 478 0.16% 0.16% 374 0 0.0% Q2 2026 Jul 21, 2026
TruNorth Capital Management, LLC History No change 3,349 476 0.08% 0.08% 375 0 0.0% Q2 2026 Jul 23, 2026
Birch Hill Investment Advisors LLC History No change 3,299 469 0.02% 0.02% 376 0 0.0% Q2 2026 Jul 21, 2026
Capital Asset Advisory Services LLC History No change 3,280 467 0.02% 0.02% 377 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 3,280 467 0.01% 0.01% 378 0 0.0% Q2 2026 Jul 28, 2026
MRA Advisory Group History Added to 3,182 465 0.17% 0.16% 380 +55 1.76% Q3 2026 Oct 07, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 3,268 465 0.23% 0.23% 379 0 0.0% Q2 2026 Aug 13, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 3,261 464 0.07% 0.07% 381 0 0.0% Q2 2026 Jul 23, 2026
Ascent Group, LLC History No change 3,251 462 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 03, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 3,250 462 0.22% 0.22% 383 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 3,244 461 0.03% 0.03% 384 0 0.0% Q2 2026 Jul 23, 2026
Sage Financial Management Group, Inc. History No change 3,218 458 0.13% 0.13% 385 0 0.0% Q2 2026 Jul 24, 2026
YANKCOM Partnership History No change 3,203 456 0.16% 0.16% 386 0 0.0% Q2 2026 Jul 21, 2026
May Hill Capital, LLC History No change 3,197 455 0.1% 0.1% 387 0 0.0% Q2 2026 Aug 07, 2026
Curi Capital, LLC History No change 3,165 450 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 14, 2026
WEALTHGARDEN F.S. LLC History No change 3,146 447 0.25% 0.25% 389 0 0.0% Q2 2026 Jul 31, 2026
MBE Wealth Management, LLC History No change 3,135 446 0.16% 0.16% 390 0 0.0% Q2 2026 Jul 24, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 3,115 443 0.02% 0.02% 391 0 0.0% Q2 2026 Jul 24, 2026
TrustBank History No change 3,115 443 0.15% 0.15% 392 0 0.0% Q2 2026 Jul 20, 2026
Strategic Blueprint, LLC History No change 3,075 437 0.02% 0.02% 393 0 0.0% Q2 2026 Jul 23, 2026
WBH ADVISORY INC History No change 3,052 434 0.03% 0.03% 394 0 0.0% Q2 2026 Aug 05, 2026
GenTrust, LLC History No change 3,037 432 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 06, 2026
Blue Zone Wealth Advisors, LLC History No change 3,026 430 0.08% 0.08% 396 0 0.0% Q2 2026 Jul 14, 2026
Sterling Investment Advisors, Ltd. History No change 3,000 427 0.07% 0.07% 397 0 0.0% Q2 2026 Jul 28, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 2,956 420 0.1% 0.1% 398 0 0.0% Q2 2026 Jul 24, 2026
FIRST FOUNDATION ADVISORS History No change 2,933 417 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 14, 2026
Cypress Wealth Services, LLC History No change 2,912 414 0.05% 0.05% 400 0 0.0% Q2 2026 Jul 10, 2026
Erickson Financial Group, LLC History No change 2,910 414 0.22% 0.22% 401 0 0.0% Q2 2026 Jul 27, 2026
Trilogy Capital Inc. History No change 2,899 412 0.02% 0.02% 402 0 0.0% Q2 2026 Jul 02, 2026
Bradley & Co. Private Wealth Management, LLC History No change 2,871 408 0.19% 0.19% 403 0 0.0% Q2 2026 Aug 10, 2026
Maia Wealth LLC History No change 2,864 407 0.06% 0.06% 404 0 0.0% Q2 2026 Jul 28, 2026
Bison Wealth, LLC History No change 2,852 406 0.04% 0.04% 405 0 0.0% Q2 2026 Jul 07, 2026
Gen-Wealth Partners Inc History No change 2,843 404 0.11% 0.11% 406 0 0.0% Q2 2026 Aug 10, 2026
J.W. COLE ADVISORS, INC. History No change 2,832 403 0.01% 0.01% 407 0 0.0% Q2 2026 Jul 21, 2026
Sage Capital Management, LLC History No change 2,835 403 0.16% 0.16% 408 0 0.0% Q2 2026 Jul 20, 2026
Patriot Financial Group Insurance Agency, LLC History No change 2,816 400 0.04% 0.04% 409 0 0.0% Q2 2026 Jul 16, 2026
Wilson & Boucher Capital Management, LLC History No change 2,800 398 0.23% 0.23% 410 0 0.0% Q2 2026 Aug 18, 2026
Arbor Investment Advisors, LLC History No change 2,781 396 0.04% 0.04% 411 0 0.0% Q2 2026 Jul 24, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 2,764 393 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 10, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 2,766 393 0.26% 0.26% 413 0 0.0% Q2 2026 Jul 28, 2026
Fielder Capital Group LLC History No change 2,759 392 0.08% 0.08% 414 0 0.0% Q2 2026 Aug 06, 2026
OLD NATIONAL BANCORP /IN/ History No change 2,694 383 0.01% 0.01% 415 0 0.0% Q2 2026 Jul 15, 2026
Oxler Private Wealth LLC History No change 2,696 383 0.11% 0.11% 416 0 0.0% Q2 2026 Aug 03, 2026
Avior Wealth Management, LLC History No change 2,675 380 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 07, 2026
Wealth Management Associates, Inc. History No change 2,634 375 0.1% 0.1% 418 0 0.0% Q2 2026 Jul 21, 2026
Spectrum Planning & Advisory Services Inc. History No change 2,632 374 0.17% 0.17% 419 0 0.0% Q2 2026 Jul 14, 2026
Somerset Group LLC History No change 2,615 373 0.26% 0.26% 420 0 0.0% Q2 2026 Aug 12, 2026
Goldstein Advisors, LLC History No change 2,611 371 0.03% 0.03% 421 0 0.0% Q2 2026 Jul 20, 2026
JB Capital LLC History No change 2,590 368 0.01% 0.01% 422 0 0.0% Q2 2026 Jul 29, 2026
Keel Point, LLC History No change 2,564 365 0.02% 0.02% 423 0 0.0% Q2 2026 Aug 14, 2026
Bedminster, LLC History No change 2,570 365 0.31% 0.31% 424 0 0.0% Q2 2026 Aug 04, 2026
Sound View Wealth Advisors Group, LLC History No change 2,562 364 0.02% 0.02% 425 0 0.0% Q2 2026 Aug 11, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,544 362 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 10, 2026
GC Wealth Management RIA, LLC History No change 2,548 362 0.02% 0.02% 427 0 0.0% Q2 2026 Jul 16, 2026
Urban Wealth Management, LLC History No change 2,514 357 0.31% 0.31% 428 0 0.0% Q2 2026 Jul 23, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,500 355 0.0% 0.0% 429 0 0.0% Q2 2026 Jul 23, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 2,500 355 0.05% 0.05% 430 0 0.0% Q2 2026 Jul 14, 2026
ASL Financial, LLC History No change 2,500 355 0.25% 0.25% 431 0 0.0% Q2 2026 Jul 21, 2026
Tower Research Capital LLC (TRC) History No change 2,459 350 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History No change 2,443 347 0.07% 0.07% 433 0 0.0% Q2 2026 Aug 05, 2026
BlackRock, Inc. History No change 2,435 346 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 07, 2026
DDFG, Inc History No change 2,423 344 0.07% 0.07% 435 0 0.0% Q2 2026 Jul 28, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,402 342 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 30, 2026
Stratos Wealth Partners, LTD. History No change 2,397 341 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 11, 2026
Per Stirling Capital Management, LLC. History No change 2,382 339 0.03% 0.03% 438 0 0.0% Q2 2026 Aug 14, 2026
Blume Capital Management, Inc. History No change 2,350 334 0.05% 0.05% 439 0 0.0% Q2 2026 Jul 27, 2026
Trivium Point Advisory, LLC History No change 2,323 330 0.03% 0.03% 440 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2,317 329 0.03% 0.03% 441 0 0.0% Q2 2026 Aug 13, 2026
PINNACLE ASSOCIATES LTD History No change 2,292 326 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 03, 2026
Rossby Financial, LCC History No change 2,269 323 0.06% 0.06% 443 0 0.0% Q2 2026 Aug 04, 2026
New Covenant Trust Company, N.A. History No change 2,256 321 0.24% 0.24% 444 0 0.0% Q2 2026 Jul 13, 2026
Ethic Inc. History No change 2,246 319 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 29, 2026
M&T BANK CORP History No change 2,232 317 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 04, 2026
Financial Planning Hawaii, Inc. History No change 2,232 317 0.17% 0.17% 447 0 0.0% Q2 2026 Jul 23, 2026
Weaver Consulting Group History No change 2,160 315 0.06% 0.06% 448 0 0.0% Q3 2026 Oct 07, 2026
Kestra Investment Management, LLC History No change 2,208 314 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 05, 2026
CRA Financial Services, LLC History No change 2,193 312 0.04% 0.04% 450 0 0.0% Q2 2026 Jul 24, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 2,185 311 0.08% 0.08% 451 0 0.0% Q2 2026 Aug 14, 2026
PRENTISS SMITH & CO INC History No change 2,168 308 0.17% 0.17% 452 0 0.0% Q2 2026 Jul 30, 2026
Snider Financial Group History No change 2,155 306 0.08% 0.08% 453 0 0.0% Q2 2026 Jul 14, 2026
HOWE & RUSLING INC History No change 2,124 302 0.02% 0.02% 454 0 0.0% Q2 2026 Aug 10, 2026
Concord Wealth Partners History No change 2,118 301 0.03% 0.03% 455 0 0.0% Q2 2026 Jul 27, 2026
Gladstone Institutional Advisory LLC History No change 2,098 298 0.01% 0.01% 456 0 0.0% Q2 2026 Jul 27, 2026
Elmwood Wealth Management, Inc. History No change 2,074 295 0.07% 0.07% 457 0 0.0% Q2 2026 Jul 07, 2026
Brown Financial Advisors History No change 2,055 292 0.1% 0.1% 458 0 0.0% Q2 2026 Aug 26, 2026
Koenig Investment Advisory, LLC History No change 2,051 292 0.23% 0.23% 459 0 0.0% Q2 2026 Jul 16, 2026
Braun-Bostich & Associates Inc. History No change 2,043 290 0.16% 0.16% 460 0 0.0% Q2 2026 Jul 24, 2026
Old Port Advisors History No change 2,037 290 0.06% 0.06% 461 0 0.0% Q2 2026 Jul 21, 2026
JSF Financial, LLC History No change 2,039 290 0.05% 0.05% 462 0 0.0% Q2 2026 Jul 28, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 2,038 290 0.14% 0.14% 463 0 0.0% Q2 2026 Aug 05, 2026
NI ACQUISITIONS COMPANY, LLC History No change 889 290 0.12% 0.12% 464 0 0.0% Q2 2026 Aug 05, 2026
Compton Financial Group, LLC History No change 2,035 289 0.06% 0.06% 465 0 0.0% Q2 2026 Aug 12, 2026
Banco Santander, S.A. History No change 2,000 284 0.0% 0.0% 466 0 0.0% Q2 2026 Jul 29, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 2,000 284 0.02% 0.02% 467 0 0.0% Q2 2026 Aug 03, 2026
Tilson Financial Group, Inc. History No change 1,998 284 0.08% 0.08% 468 0 0.0% Q2 2026 Jul 27, 2026
Concord Asset Management, LLC/VA History No change 1,995 284 0.04% 0.04% 469 0 0.0% Q2 2026 Jul 27, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History No change 1,990 283 0.24% 0.24% 470 0 0.0% Q2 2026 Aug 07, 2026
Insight Wealth Strategies, LLC History No change 1,986 282 0.03% 0.03% 471 0 0.0% Q2 2026 Jul 10, 2026
PW Nova Financial Services LLC History No change 1,981 282 0.06% 0.06% 472 0 0.0% Q2 2026 Jul 29, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,974 281 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 11, 2026
Buttonwood Financial Group, LLC History No change 1,974 281 0.16% 0.16% 474 0 0.0% Q2 2026 Jul 30, 2026
Vericrest Private Wealth History No change 1,954 278 0.25% 0.25% 475 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 1,952 277 0.02% 0.02% 476 0 0.0% Q2 2026 Aug 05, 2026
Van Hulzen Asset Management, LLC History No change 1,917 272 0.02% 0.02% 477 0 0.0% Q2 2026 Aug 13, 2026
Darden Wealth Group Inc History No change 1,908 271 0.11% 0.11% 478 0 0.0% Q2 2026 Aug 06, 2026
Smithfield Trust Co History No change 1,894 270 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 05, 2026
4Thought Financial Group Inc. History No change 1,894 269 0.13% 0.13% 480 0 0.0% Q2 2026 Jul 28, 2026
TRITONPOINT WEALTH, LLC History No change 1,890 269 0.03% 0.03% 481 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 1,890 269 0.02% 0.02% 482 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 1,859 265 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 28, 2026
Cove Private Wealth, LLC History No change 1,866 265 0.05% 0.05% 484 0 0.0% Q2 2026 Jul 31, 2026
Frederick Financial Consultants, LLC History No change 1,864 265 0.11% 0.11% 485 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 1,857 264 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 10, 2026
Smith & Howard Wealth Management, LLC History No change 1,861 264 0.05% 0.05% 487 0 0.0% Q2 2026 Aug 03, 2026
Capital Advantage, Inc. History No change 1,857 264 0.03% 0.03% 488 0 0.0% Q2 2026 Jul 13, 2026
Vantus Wealth LLC History No change 1,859 264 0.14% 0.14% 489 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 1,819 259 0.06% 0.06% 490 0 0.0% Q2 2026 Jul 24, 2026
Mutual Advisors, LLC History No change 1,817 258 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 14, 2026
Colorado Capital Management, Inc. History No change 1,798 256 0.09% 0.09% 492 0 0.0% Q2 2026 Jul 08, 2026
Advyzon Investment Management, LLC History No change 1,800 256 0.02% 0.02% 493 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 1,792 255 0.0% 0.0% 494 0 0.0% Q2 2026 Jul 17, 2026
Valtinson Bruner Financial Planning LLC History No change 1,796 255 0.06% 0.06% 495 0 0.0% Q2 2026 Aug 03, 2026
Transamerica Financial Advisors, LLC History No change 1,788 254 0.02% 0.02% 496 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Group LLC History No change 1,777 253 0.03% 0.03% 497 0 0.0% Q2 2026 Aug 05, 2026
Williams Financial, LLC History No change 1,768 251 0.13% 0.13% 498 0 0.0% Q2 2026 Jul 21, 2026
Basepoint Wealth LLC History No change 1,765 251 0.14% 0.14% 499 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 1,774 250 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 12, 2026
GTS FINANCIAL, LLC History No change 2,160 250 0.18% 0.18% 501 0 0.0% Q2 2026 Aug 14, 2026
WRAPMANAGER INC History No change 1,752 249 0.08% 0.08% 502 0 0.0% Q2 2026 Aug 05, 2026
Olde Wealth Management, LLC History No change 1,750 249 0.07% 0.07% 503 0 0.0% Q2 2026 Aug 13, 2026
Roof Eidam Maycock Peralta, LLC History No change 1,700 242 0.05% 0.05% 504 0 0.0% Q2 2026 Jul 24, 2026
Centurion Wealth Management LLC History No change 1,682 239 0.06% 0.06% 505 0 0.0% Q2 2026 Jul 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,667 237 0.02% 0.02% 506 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,660 236 0.0% 0.0% 507 0 0.0% Q2 2026 Sep 09, 2026
Capital Advisors Wealth Management, LLC History No change 1,660 236 0.03% 0.03% 508 0 0.0% Q2 2026 Jul 23, 2026
NORTHLAND SECURITIES, INC. History No change 1,647 234 0.14% 0.14% 509 0 0.0% Q2 2026 Aug 04, 2026
Vestmark Advisory Solutions, Inc. History No change 1,644 234 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 1,640 233 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 12, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 1,630 232 0.01% 0.01% 512 0 0.0% Q2 2026 Jul 13, 2026
CIBC WORLD MARKET INC. History No change 1,628 231 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 1,628 231 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 06, 2026
BLVD Private Wealth, LLC History No change 1,619 230 0.17% 0.17% 515 0 0.0% Q2 2026 Jul 23, 2026
Sequent Planning LLC History No change 1,614 229 0.05% 0.05% 516 0 0.0% Q2 2026 Aug 14, 2026
CFS Investment Advisory Services, LLC History No change 1,617 228 0.02% 0.02% 517 0 0.0% Q2 2026 Jul 16, 2026
Flagship Private Wealth, LLC History No change 1,592 226 0.08% 0.08% 518 0 0.0% Q2 2026 Aug 04, 2026
1900 WEALTH MANAGEMENT LLC History No change 1,584 225 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 04, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 1,560 222 0.02% 0.02% 520 0 0.0% Q2 2026 Jul 27, 2026
Hopwood Nicholas Hunter History No change 1,559 221 0.06% 0.06% 521 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 1,548 220 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,540 219 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 14, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,540 219 0.1% 0.1% 524 0 0.0% Q2 2026 Aug 14, 2026
UPTICK PARTNERS, LLC History No change 1,543 219 0.03% 0.03% 525 0 0.0% Q2 2026 Aug 10, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 1,538 219 0.19% 0.19% 526 0 0.0% Q2 2026 Aug 03, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 1,535 218 0.03% 0.03% 527 0 0.0% Q2 2026 Aug 06, 2026
Legacy Edge Advisors, LLC History No change 1,512 215 0.02% 0.02% 528 0 0.0% Q2 2026 Aug 11, 2026
Ausdal Financial Partners, Inc. History No change 1,507 214 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 14, 2026
Firestone Capital Management History No change 1,506 214 0.04% 0.04% 530 0 0.0% Q2 2026 Jul 31, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,501 213 0.07% 0.07% 531 0 0.0% Q2 2026 Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,491 212 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 08, 2026
FourThought Financial Partners, LLC History No change 1,493 212 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 12, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 1,498 210 0.11% 0.11% 534 0 0.0% Q2 2026 Aug 11, 2026
BANK OF HAWAII History No change 1,473 209 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 13, 2026
Addison Advisors LLC History No change 1,469 209 0.1% 0.1% 536 0 0.0% Q2 2026 Aug 10, 2026
Baron Financial Group, LLC History No change 1,465 208 0.1% 0.1% 537 0 0.0% Q2 2026 Jul 09, 2026
LVZ, Inc. History No change 1,453 206 0.02% 0.02% 538 0 0.0% Q2 2026 Jul 09, 2026
Oxbow Advisors, LLC History No change 1,444 205 0.02% 0.02% 539 0 0.0% Q2 2026 Aug 07, 2026
Bath Savings Trust Co History New 1,390 203 0.02% — 540 +1,390 New Q3 2026 Oct 07, 2026
APS Management Group, Inc. History No change 1,414 201 0.15% 0.15% 541 0 0.0% Q2 2026 Jul 10, 2026
Clearstead Trust, LLC History No change 1,403 199 0.03% 0.03% 542 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 1,371 195 0.01% 0.01% 543 0 0.0% Q2 2026 Aug 12, 2026
Westside Investment Management, Inc. History No change 1,355 192 0.03% 0.03% 544 0 0.0% Q2 2026 Jul 27, 2026
Evolution Advisers, Inc. History No change 1,314 187 0.07% 0.07% 545 0 0.0% Q2 2026 Jul 31, 2026
JFS WEALTH ADVISORS, LLC History No change 1,296 184 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 10, 2026
TIAA Wealth Investment Management LLC History No change 1,270 179 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 1,230 175 0.01% 0.01% 548 0 0.0% Q2 2026 Sep 04, 2026
ROGCO, LP History No change 1,226 174 0.05% 0.05% 549 0 0.0% Q2 2026 Jul 30, 2026
KBC Group NV History No change 1,199 171 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 05, 2026
Caldwell Trust Co History No change 1,200 170 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 03, 2026
Portfolio Resources Advisor Group, Inc. History No change 1,187 169 0.14% 0.14% 552 0 0.0% Q2 2026 Jul 29, 2026
BESSEMER GROUP INC History No change 1,151 164 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 12, 2026
TD Capital Management LLC History No change 1,153 164 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 1,150 163 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 14, 2026
Princeton Global Asset Management LLC History No change 1,148 163 0.02% 0.02% 556 0 0.0% Q2 2026 Jul 16, 2026
HUNTINGTON NATIONAL BANK History No change 1,093 155 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 13, 2026
Financial Perspectives, Inc History No change 1,091 155 0.04% 0.04% 558 0 0.0% Q2 2026 Jul 24, 2026
Founders Financial Alliance, LLC History No change 1,038 147 0.02% 0.02% 559 0 0.0% Q2 2026 Aug 04, 2026
DHJJ Financial Advisors, Ltd. History No change 960 136 0.04% 0.04% 560 0 0.0% Q2 2026 Jul 24, 2026
ABOUND FINANCIAL, LLC History No change 944 134 0.05% 0.05% 561 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 925 131 0.08% 0.08% 562 0 0.0% Q2 2026 Jul 21, 2026
Larson Financial Group LLC History No change 916 130 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 918 130 0.02% 0.02% 564 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 884 125 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 806 114 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 735 104 0.01% 0.01% 567 0 0.0% Q2 2026 Jul 28, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 735 104 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 10, 2026
Asset Dedication, LLC History No change 716 101 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 30, 2026
Glassman Wealth Services History No change 715 101 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Union Bankshares Corp History No change 700 99 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 11, 2026
Highland Investment Advisors LLC History No change 658 93 0.04% 0.04% 572 0 0.0% Q2 2026 Aug 13, 2026
PITTENGER & ANDERSON INC History No change 645 91 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 27, 2026
Atlatl Advisers LLC History No change 645 91 0.02% 0.02% 574 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE TRUST CO NA History No change 606 86 0.01% 0.01% 575 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 572 81 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 06, 2026
FAS Wealth Partners, Inc. History No change 566 80 0.0% 0.0% 577 0 0.0% Q2 2026 Jul 29, 2026
ADIRONDACK TRUST CO History No change 539 76 0.02% 0.02% 578 0 0.0% Q2 2026 Jul 16, 2026
Salomon & Ludwin, LLC History No change 541 76 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 07, 2026
Bank of New Hampshire History No change 510 74 0.02% 0.02% 580 0 0.0% Q3 2026 Oct 06, 2026
Colonial Trust Advisors History No change 500 71 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 480 68 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 28, 2026
Moisand Fitzgerald Tamayo, LLC History No change 461 65 0.01% 0.01% 583 0 0.0% Q2 2026 Jul 13, 2026
Archer Investment Corp History No change 445 63 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 03, 2026
JDM Financial Group LLC History No change 445 63 0.02% 0.02% 585 0 0.0% Q2 2026 Aug 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 413 59 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 13, 2026
Triumph Capital Management History No change 419 59 0.01% 0.01% 587 0 0.0% Q2 2026 Jul 20, 2026
VANGUARD ADVISERS INC History No change 397 56 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 13, 2026
Hamrick Investment Counsel, llc History No change 400 56 0.04% 0.04% 589 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History No change 356 52 0.0% 0.0% 590 0 0.0% Q3 2026 Oct 05, 2026
IFP Advisors, Inc History No change 352 50 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 20, 2026
Medallion Wealth Advisors, LLC History No change 358 50 0.02% 0.02% 592 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 325 46 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 14, 2026
Westfuller Advisors, LLC History No change 322 45 0.02% 0.02% 594 0 0.0% Q2 2026 Jul 29, 2026
Investors Portfolio Services LLC History No change 317 45 0.03% 0.03% 595 0 0.0% Q2 2026 Aug 14, 2026
Downshift Financial, LLC History No change 313 44 0.02% 0.02% 596 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 296 42 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 27, 2026
Financial Life Planners History No change 301 42 0.03% 0.03% 598 0 0.0% Q2 2026 Jul 21, 2026
Buck Wealth Strategies, LLC History No change 265 37 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 30, 2026
First Bancorp, Inc /ME/ History No change 256 36 0.01% 0.01% 600 0 0.0% Q2 2026 Aug 11, 2026
Legacies Wealth LLC History No change 256 36 0.02% 0.02% 601 0 0.0% Q2 2026 Jul 22, 2026
Millstone Evans Group, LLC History No change 220 31 0.02% 0.02% 602 0 0.0% Q2 2026 Aug 11, 2026
NBT BANK, N.A. History No change 212 30 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 29, 2026
Commonwealth Retirement Investments LLC History No change 204 29 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 03, 2026
Copia Wealth Management History No change 210 29 0.02% 0.02% 605 0 0.0% Q2 2026 Aug 17, 2026
Kilter Group LLC History No change 204 29 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 11, 2026
Meramec Financial Planners, LLC History No change 211 29 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 28, 2026
Kennebec Savings Bank History No change 202 28 0.02% 0.02% 608 0 0.0% Q2 2026 Jul 13, 2026
Regatta Research & Money Management History No change 195 27 0.03% 0.03% 609 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Advisors History No change 180 25 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 14, 2026
Timbuktu Capital Management, LLC History No change 175 24 0.04% 0.04% 611 0 0.0% Q2 2026 Aug 13, 2026
WealthShield Partners, LLC History No change 164 23 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 12, 2026
AMERIFLEX GROUP, INC. History No change 166 23 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 158 22 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 153 21 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 23, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 150 21 0.01% 0.01% 616 0 0.0% Q3 2026 Oct 07, 2026
CENTRAL TRUST Co History No change 146 20 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 31, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 140 19 0.01% 0.01% 618 0 0.0% Q2 2026 Sep 18, 2026
BALLAST ADVISORS LLC History No change 137 19 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 130 18 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 27, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 125 17 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 10, 2026
Sunrise Financial Services, LLC History No change 118 16 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 12, 2026
Hanson & Doremus Investment Management History No change 105 15 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 29, 2026
Cherry Tree Wealth Management, LLC History No change 96 13 0.0% 0.0% 624 0 0.0% Q2 2026 Sep 15, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 91 12 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 13, 2026
Founders Capital Management History No change 89 12 0.01% 0.01% 626 0 0.0% Q2 2026 Jul 21, 2026
Private Wealth Asset Management, LLC History No change 63 8 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 11, 2026
1 NORTH WEALTH SERVICES LLC History No change 55 7 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 03, 2026
Lodestone Wealth Management LLC History No change 50 7 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 23, 2026
Vision Retirement, LLC History No change 52 7 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 21, 2026
LifeSteps Financial, Inc. History No change 40 5 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 30 4 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 22, 2026
Key Capital Management, INC History No change 24 3 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 27, 2026
Hilton Head Capital Partners, LLC History No change 24 3 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 27, 2026
TUCKER ASSET MANAGEMENT LLC History No change 20 2 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 27, 2026
TSFG, LLC History No change 6 1 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 23, 2026
Keating Financial Advisory Services, Inc. History No change 13 1 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 11, 2026
Your Advocates Ltd., LLP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Signature Resources Capital Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
American Capital Advisory, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Atomic Invest LLC History No change 3 0 — — — 0 0.0% Q2 2026 Sep 25, 2026