iShares, Inc. - EEMV

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 3,338,217 251,300 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 3,068,371 230,986 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 2,805,754 211,217 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 2,543,913 191,505 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
Wharton Business Group, LLC History No change 2,294,992 172,767 5.78% 5.78% 5 0 0.0% Q2 2026 Aug 10, 2026
UBS Group AG History No change 1,097,717 82,636 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 959,974 72,317 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 767,092 57,746 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 638,492 48,065 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 635,410 47,833 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 542,993 40,876 0.01% 0.01% 11 0 0.0% Q2 2026 Sep 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 355,221 26,741 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 315,234 23,730 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 241,030 18,144 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 12, 2026
Lester Murray Antman dba SimplyRich History No change 218,941 16,481 3.86% 3.86% 15 0 0.0% Q2 2026 Jul 31, 2026
JPMORGAN CHASE & CO History No change 205,108 15,317 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 215,206 15,266 0.55% 0.55% 17 0 0.0% Q2 2026 Jul 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 199,105 14,988 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 180,699 13,603 0.16% 0.16% 19 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 179,808 13,536 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
ANDERSON HOAGLAND & CO History No change 177,812 13,385 1.05% 1.05% 21 0 0.0% Q2 2026 Jul 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 176,822 13,311 0.02% 0.02% 22 0 0.0% Q2 2026 Jul 29, 2026
CAPTRUST FINANCIAL ADVISORS History No change 176,718 13,303 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 13, 2026
OLD MISSION CAPITAL LLC History No change 171,614 12,919 0.2% 0.2% 24 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 167,667 12,621 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 164,554 12,387 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 163,349 12,296 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
JMAC ENTERPRISES LLC History No change 160,573 12,087 2.04% 2.04% 28 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 150,313 11,315 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
Symmetry Partners, LLC History No change 144,691 10,892 0.56% 0.56% 30 0 0.0% Q2 2026 Jul 23, 2026
Modera Wealth Management, LLC History No change 142,812 10,750 0.11% 0.11% 31 0 0.0% Q2 2026 Aug 03, 2026
Idaho Trust Co History No change 140,028 10,541 3.08% 3.08% 32 0 0.0% Q2 2026 Aug 06, 2026
CX Institutional History Added to 138,451 10,252 0.28% 0.25% 33 +22,520 19.43% Q3 2026 Oct 02, 2026
Brookstone Capital Management History No change 134,794 10,147 0.1% 0.1% 34 0 0.0% Q2 2026 Jul 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 127,634 9,608 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 19, 2026
GOLDMAN SACHS GROUP INC History No change 122,567 9,226 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 107,669 8,106 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 108,093 8,029 0.01% 0.01% 38 0 0.0% Q2 2026 Jul 15, 2026
World Investment Advisors History No change 110,003 7,121 0.12% 0.12% 39 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 86,794 6,533 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 82,905 6,241 0.02% 0.02% 41 0 0.0% Q2 2026 Jul 28, 2026
Well Done, LLC History No change 76,990 5,795 0.78% 0.78% 42 0 0.0% Q2 2026 Jul 24, 2026
Vestmark Advisory Solutions, Inc. History No change 67,987 5,118 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 67,724 5,098 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 05, 2026
MATHER GROUP, LLC. History No change 67,008 5,044 0.04% 0.04% 45 0 0.0% Q2 2026 Jul 27, 2026
RWA WEALTH PARTNERS, LLC History No change 66,814 5,029 0.05% 0.05% 46 0 0.0% Q2 2026 Aug 07, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 62,942 4,738 0.24% 0.24% 47 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 62,419 4,698 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 13, 2026
LMG Wealth Partners, LLC History No change 61,682 4,643 0.74% 0.74% 49 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 61,551 4,634 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 05, 2026
LM Advisors LLC History No change 60,239 4,457 0.51% 0.51% 51 0 0.0% Q2 2026 Aug 12, 2026
Bleakley Financial Group, LLC History No change 56,668 4,265 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 05, 2026
Ifrah Financial Services, Inc. History No change 56,493 4,252 1.04% 1.04% 53 0 0.0% Q2 2026 Jul 21, 2026
TRUIST FINANCIAL CORP History No change 56,128 4,225 0.01% 0.01% 54 0 0.0% Q2 2026 Jul 28, 2026
Foster Victor Wealth Advisors, LLC History No change 55,813 4,062 0.21% 0.21% 55 0 0.0% Q2 2026 Jul 22, 2026
Steward Partners Investment Advisory, LLC History No change 52,913 3,983 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 50,730 3,818 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 46,935 3,478 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 45,567 3,430 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 03, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 45,359 3,414 0.63% 0.63% 60 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History No change 46,045 3,361 0.05% 0.05% 61 0 0.0% Q2 2026 Jul 08, 2026
Rockefeller Capital Management L.P. History No change 38,660 2,910 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
Good Harbor Advisors, Inc. History No change 37,491 2,822 2.76% 2.76% 63 0 0.0% Q2 2026 Jul 17, 2026
Stratos Wealth Partners, LTD. History No change 37,363 2,812 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 34,478 2,595 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 12, 2026
PLIMOTH TRUST CO LLC History No change 33,106 2,492 0.5% 0.5% 66 0 0.0% Q2 2026 Jul 28, 2026
Beacon Bridge Wealth Partners, LLC History No change 32,978 2,482 0.71% 0.71% 67 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 31,331 2,358 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 30,935 2,328 0.04% 0.04% 69 0 0.0% Q2 2026 Aug 05, 2026
Conservest Capital Advisors, Inc. History No change 30,703 2,311 0.18% 0.18% 70 0 0.0% Q2 2026 Jul 22, 2026
New England Private Wealth Advisors LLC History No change 32,163 2,301 0.22% 0.22% 71 0 0.0% Q2 2026 Aug 04, 2026
Johnson & White Wealth Management, LLC History No change 29,761 2,240 0.84% 0.84% 72 0 0.0% Q2 2026 Jul 16, 2026
Arax Advisory Partners History No change 29,726 2,237 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 28,667 2,158 0.01% 0.01% 74 0 0.0% Q2 2026 Jul 17, 2026
Friedenthal Financial History No change 28,629 2,155 0.99% 0.99% 75 0 0.0% Q2 2026 Jul 13, 2026
UMB Bank, n.a. History No change 28,343 2,133 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 27,514 2,071 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 12, 2026
YHB Investment Advisors, Inc. History No change 27,316 2,056 0.13% 0.13% 78 0 0.0% Q2 2026 Jul 14, 2026
Hilltop National Bank History No change 26,737 2,012 0.43% 0.43% 79 0 0.0% Q2 2026 Jul 01, 2026
MML INVESTORS SERVICES, LLC History No change 26,706 2,010 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 26,543 1,998 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 26,469 1,993 0.0% 0.0% 82 0 0.0% Q2 2026 Jul 27, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 26,400 1,987 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
Daiwa Securities Group Inc. History No change 25,950 1,953 0.0% 0.0% 84 0 0.0% Q2 2026 Jul 31, 2026
Integrated Wealth Concepts LLC History No change 24,445 1,840 0.01% 0.01% 85 0 0.0% Q2 2026 Sep 08, 2026
Mayflower Financial Advisors, LLC History No change 24,014 1,807 0.16% 0.16% 86 0 0.0% Q2 2026 Jul 09, 2026
CITADEL ADVISORS LLC History No change 23,880 1,797 0.0% 0.0% 87 0 0.0% Q2 2026 Sep 02, 2026
Arkadios Wealth Advisors History No change 23,654 1,780 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 23,349 1,757 0.01% 0.01% 89 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 23,209 1,747 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
Carr Financial Group Corp History No change 22,913 1,724 0.4% 0.4% 91 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 22,601 1,701 0.2% 0.2% 92 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Advisors, LLC History No change 22,361 1,683 0.09% 0.09% 93 0 0.0% Q2 2026 Aug 11, 2026
Rose Capital Advisors LLC History No change 22,113 1,664 0.83% 0.83% 94 0 0.0% Q2 2026 Aug 07, 2026
Whipplewood Advisors, LLC History No change 20,554 1,547 1.04% 1.04% 95 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 20,128 1,515 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 19,974 1,505 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 14, 2026
Opus Financial Solutions LLC History No change 19,922 1,499 1.21% 1.21% 98 0 0.0% Q2 2026 Jul 24, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 19,066 1,435 0.01% 0.01% 99 0 0.0% Q2 2026 Jul 23, 2026
NBT BANK, N.A. History No change 19,039 1,433 0.09% 0.09% 100 0 0.0% Q2 2026 Jul 29, 2026
ASPIRIANT, LLC History No change 19,040 1,433 0.04% 0.04% 101 0 0.0% Q2 2026 Jul 20, 2026
Capital Analysts, LLC History No change 18,656 1,405 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 18,652 1,404 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
RHS Financial, LLC History No change 18,461 1,389 0.56% 0.56% 104 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 18,289 1,376 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 13, 2026
Simplicity Wealth,LLC History No change 17,531 1,319 0.04% 0.04% 106 0 0.0% Q2 2026 Aug 06, 2026
SHUFRO ROSE & CO LLC History No change 17,351 1,306 0.08% 0.08% 107 0 0.0% Q2 2026 Aug 12, 2026
Brio Consultants, LLC History No change 17,087 1,286 0.15% 0.15% 108 0 0.0% Q2 2026 Aug 12, 2026
Aberdeen Wealth Management LLC History No change 16,971 1,277 0.61% 0.61% 109 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 16,935 1,274 0.11% 0.11% 110 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 16,534 1,244 0.08% 0.08% 111 0 0.0% Q2 2026 Jul 30, 2026
Summit Financial, LLC History No change 16,369 1,232 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 12, 2026
WCG Wealth Advisors LLC History No change 16,311 1,227 0.03% 0.03% 113 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 16,210 1,220 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
TPG Advisors LLC History No change 15,588 1,173 0.64% 0.64% 115 0 0.0% Q2 2026 Jul 29, 2026
STOCK YARDS BANK & TRUST CO History No change 14,700 1,106 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 19, 2026
Shore Point Advisors, LLC History No change 14,457 1,088 0.37% 0.37% 117 0 0.0% Q2 2026 Jul 14, 2026
Savant Capital, LLC History No change 13,921 1,047 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 10, 2026
Atlas Legacy Advisors, LLC History No change 13,916 1,047 0.15% 0.15% 119 0 0.0% Q2 2026 Jul 31, 2026
Tortoise Investment Management, LLC History No change 13,885 1,045 0.08% 0.08% 120 0 0.0% Q2 2026 Aug 07, 2026
Joel Isaacson & Co., LLC History No change 13,480 1,014 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 04, 2026
MorganRosel Wealth Management, LLC History No change 13,463 1,013 0.34% 0.34% 122 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 13,393 1,008 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 13, 2026
Strategic Blueprint, LLC History No change 13,316 1,002 0.05% 0.05% 124 0 0.0% Q2 2026 Jul 23, 2026
Dakota Wealth Management History No change 13,106 986 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 13,038 982 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 12,869 968 0.02% 0.02% 127 0 0.0% Q2 2026 Jul 28, 2026
Foster Group, Inc. History No change 12,744 959 0.03% 0.03% 128 0 0.0% Q2 2026 Jul 07, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 12,718 957 0.45% 0.45% 129 0 0.0% Q2 2026 Jul 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 12,715 957 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Financial Group, LLC History No change 11,848 891 0.28% 0.28% 131 0 0.0% Q2 2026 Jul 14, 2026
Armbruster Capital Management, Inc. History No change 11,700 880 0.13% 0.13% 132 0 0.0% Q2 2026 Jul 16, 2026
WHITTIER TRUST CO History No change 11,751 875 0.01% 0.01% 133 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 11,485 864 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 30, 2026
JMG Financial Group, Ltd. History No change 11,204 843 0.02% 0.02% 135 0 0.0% Q2 2026 Jul 31, 2026
Bellwether Advisors, LLC History No change 11,203 843 0.12% 0.12% 136 0 0.0% Q2 2026 Aug 13, 2026
Rehmann Capital Advisory Group History No change 11,065 833 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 20, 2026
Betterment LLC History No change 10,945 824 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 10,863 817 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 07, 2026
Bond & Devick Financial Network, Inc. History No change 10,811 813 0.2% 0.2% 140 0 0.0% Q2 2026 Jul 16, 2026
Beacon Pointe Advisors, LLC History No change 10,771 810 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 18, 2026
PRINCIPAL SECURITIES, INC. History No change 10,631 800 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 04, 2026
Orion Porfolio Solutions, LLC History No change 10,236 770 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 10,215 769 0.01% 0.01% 144 0 0.0% Q2 2026 Jul 22, 2026
Virtu Financial LLC History No change 10,098 760 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 13, 2026
Global Assets Advisory, LLC History No change 10,171 756 0.16% 0.16% 146 0 0.0% Q2 2026 Jul 27, 2026
OpenArc Corporate Advisory, LLC History No change 9,969 750 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 05, 2026
SageView Advisory Group, LLC History No change 9,930 747 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 10, 2026
Pallas Capital Advisors LLC History No change 9,901 745 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 07, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 9,607 723 0.1% 0.1% 150 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 9,399 707 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 9,211 693 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 27, 2026
GARRISON POINT ADVISORS, LLC History No change 9,185 691 0.28% 0.28% 153 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 8,867 667 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 8,676 653 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 8,542 643 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 04, 2026
Vestcor Inc History No change 8,530 642 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 8,516 641 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 8,509 640 0.01% 0.01% 159 0 0.0% Q2 2026 Jul 14, 2026
Investment Partners Asset Management, Inc. History No change 8,385 631 0.35% 0.35% 160 0 0.0% Q2 2026 Jul 24, 2026
Neumann Capital Management, LLC History No change 8,236 620 0.41% 0.41% 161 0 0.0% Q2 2026 Jul 10, 2026
Ameritas Investment Partners, Inc. History No change 8,225 619 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 13, 2026
National Philanthropic Trust History No change 8,233 619 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 8,164 614 0.04% 0.04% 164 0 0.0% Q2 2026 Jul 15, 2026
GLENMEDE TRUST CO NA History No change 8,076 607 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 8,030 604 0.1% 0.1% 166 0 0.0% Q2 2026 Aug 14, 2026
Godshalk Welsh Capital Management, Inc. History No change 7,800 587 0.32% 0.32% 167 0 0.0% Q2 2026 Aug 14, 2026
ASL Financial, LLC History No change 7,593 571 0.4% 0.4% 168 0 0.0% Q2 2026 Jul 21, 2026
AQR CAPITAL MANAGEMENT LLC History No change 7,487 563 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 7,373 555 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 17, 2026
Cherry Tree Wealth Management, LLC History No change 7,345 552 0.1% 0.1% 171 0 0.0% Q2 2026 Sep 15, 2026
Aries Wealth Management History No change 6,844 515 0.1% 0.1% 172 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 6,574 495 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Financial Partners, Inc. History No change 6,531 491 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 6,401 481 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 07, 2026
Endowment Wealth Management, Inc. History No change 6,358 478 0.18% 0.18% 176 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA SECURITIES, LLC History No change 6,304 474 0.04% 0.04% 177 0 0.0% Q2 2026 Aug 14, 2026
Rinkey Investments History No change 6,293 473 0.11% 0.11% 178 0 0.0% Q2 2026 Jul 20, 2026
EWA, LLC History No change 6,287 473 0.09% 0.09% 179 0 0.0% Q2 2026 Jul 14, 2026
BridgePort Financial Solutions, LLC History No change 6,116 460 0.12% 0.12% 180 0 0.0% Q2 2026 Jul 24, 2026
Arcus Capital Partners, LLC History No change 5,811 437 0.18% 0.18% 181 0 0.0% Q2 2026 Aug 14, 2026
IRON Financial LLC History No change 5,694 428 0.18% 0.18% 182 0 0.0% Q2 2026 Jul 22, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,622 423 0.02% 0.02% 183 0 0.0% Q2 2026 Jul 24, 2026
WEBSTER BANK, N. A. History No change 5,622 423 0.04% 0.04% 184 0 0.0% Q2 2026 Jul 20, 2026
Heck Capital Advisors, LLC History No change 5,573 419 0.03% 0.03% 185 0 0.0% Q2 2026 Jul 10, 2026
D.A. DAVIDSON & CO. History No change 5,551 417 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 24, 2026
Merit Financial Group, LLC History No change 5,541 417 0.0% 0.0% 187 0 0.0% Q2 2026 Jul 20, 2026
COFG Advisors, LLC History No change 5,497 413 0.07% 0.07% 188 0 0.0% Q2 2026 Aug 14, 2026
Morton Brown Family Wealth, LLC History No change 5,400 406 0.09% 0.09% 189 0 0.0% Q2 2026 Jul 21, 2026
Frontier Asset Management, LLC History No change 5,358 403 0.07% 0.07% 190 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 5,260 395 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 11, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 5,200 391 0.05% 0.05% 192 0 0.0% Q2 2026 Aug 11, 2026
O'ROURKE & COMPANY, Inc History No change 5,148 387 0.14% 0.14% 193 0 0.0% Q2 2026 Aug 14, 2026
Mission Creek Capital Partners, Inc. History No change 5,084 382 0.07% 0.07% 194 0 0.0% Q2 2026 Aug 14, 2026
APPLETON PARTNERS INC/MA History No change 4,987 375 0.02% 0.02% 195 0 0.0% Q2 2026 Jul 21, 2026
Evanson Financial, LLC History No change 4,978 374 0.02% 0.02% 196 0 0.0% Q2 2026 Jul 07, 2026
Wealthfront Advisers LLC History No change 4,880 367 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 07, 2026
Aspen Wealth Management LLC History No change 4,857 365 0.06% 0.06% 198 0 0.0% Q2 2026 Jul 31, 2026
Smith Partners Wealth Management, LLC History No change 4,827 363 0.29% 0.29% 199 0 0.0% Q2 2026 Aug 10, 2026
Novak & Powell Financial Services, Inc. History No change 4,381 362 0.17% 0.17% 200 0 0.0% Q2 2026 Aug 11, 2026
Roof Eidam Maycock Peralta, LLC History No change 4,805 361 0.07% 0.07% 201 0 0.0% Q2 2026 Jul 24, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 4,680 352 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 14, 2026
CUMBERLAND ADVISORS INC History No change 4,570 344 0.12% 0.12% 203 0 0.0% Q2 2026 Jul 21, 2026
RIK SAYLOR FINANCIAL, INC. History No change 4,521 340 0.23% 0.23% 204 0 0.0% Q2 2026 Aug 05, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 4,431 333 0.1% 0.1% 205 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 4,414 332 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 13, 2026
TME FINANCIAL, INC. History No change 4,416 332 0.2% 0.2% 207 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 4,307 324 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 4,265 321 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4,201 306 0.01% 0.01% 210 0 0.0% Q2 2026 Jul 27, 2026
BESSEMER GROUP INC History No change 4,000 301 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 12, 2026
Samalin Investment Counsel, LLC History No change 4,004 301 0.09% 0.09% 212 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 3,986 300 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 17, 2026
Bank of New York Mellon Corp History No change 3,996 300 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 06, 2026
Venturi Wealth Management, LLC History No change 3,995 300 0.01% 0.01% 215 0 0.0% Q2 2026 Jul 20, 2026
Anchor Investment Management, LLC History No change 3,975 299 0.02% 0.02% 216 0 0.0% Q2 2026 Sep 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,879 292 0.01% 0.01% 217 0 0.0% Q2 2026 Jul 23, 2026
Quantinno Capital Management LP History No change 3,854 290 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 13, 2026
MMA ASSET MANAGEMENT LLC History No change 3,858 290 0.09% 0.09% 219 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 3,858 290 0.0% 0.0% 220 0 0.0% Q2 2026 Jul 27, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,849 289 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 20, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 3,814 287 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 05, 2026
Destination Wealth Management History No change 3,777 284 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 3,746 282 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 11, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 3,729 280 0.03% 0.03% 225 0 0.0% Q2 2026 Jul 22, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,707 279 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 07, 2026
Savvy Advisors, Inc. History No change 3,701 278 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 03, 2026
Summit Wealth Partners, LLC History No change 3,656 275 0.04% 0.04% 228 0 0.0% Q2 2026 Aug 03, 2026
BECKER CAPITAL MANAGEMENT INC History No change 3,628 273 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 31, 2026
BANK OF MONTREAL /CAN/ History No change 3,632 273 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 12, 2026
Sowell Financial Services LLC History No change 3,495 263 0.01% 0.01% 231 0 0.0% Q2 2026 Jul 17, 2026
Cypress Point Wealth Management, LLC History No change 3,495 263 0.05% 0.05% 232 0 0.0% Q2 2026 Jul 17, 2026
Lantz Financial LLC History No change 3,482 262 0.05% 0.05% 233 0 0.0% Q2 2026 Jul 09, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 3,446 259 0.02% 0.02% 234 0 0.0% Q2 2026 Jul 23, 2026
American Money Management, LLC History No change 3,449 259 0.04% 0.04% 235 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 3,412 256 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 05, 2026
Beacon Financial Advisory LLC History No change 3,398 255 0.05% 0.05% 237 0 0.0% Q2 2026 Aug 05, 2026
Rare Wolf Capital LLC History No change 3,399 255 0.16% 0.16% 238 0 0.0% Q2 2026 Jul 23, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 3,250 245 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,213 241 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 13, 2026
Milestone Asset Management Group, LLC History No change 3,169 238 0.12% 0.12% 241 0 0.0% Q2 2026 Jul 30, 2026
Empirical Asset Management, LLC History No change 3,118 234 0.05% 0.05% 242 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 3,104 233 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 12, 2026
Tolleson Wealth Management, Inc. History No change 3,081 231 0.03% 0.03% 244 0 0.0% Q2 2026 Aug 13, 2026
ROMANO BROTHERS AND COMPANY History No change 3,040 228 0.02% 0.02% 245 0 0.0% Q2 2026 Jul 21, 2026
Creekside Partners History No change 2,989 224 0.08% 0.08% 246 0 0.0% Q2 2026 Jul 30, 2026
Private Wealth Asset Management, LLC History No change 2,970 223 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 2,955 222 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 21, 2026
Ballew Advisors, Inc History No change 3,030 222 0.11% 0.11% 249 0 0.0% Q2 2026 Jul 07, 2026
Allworth Financial LP History No change 2,916 219 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 11, 2026
Claro Advisors Inc. History No change 2,870 216 0.02% 0.02% 251 0 0.0% Q2 2026 Jul 30, 2026
Jacobi Capital Management LLC History No change 2,839 213 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 31, 2026
Kathmere Capital Management, LLC History No change 2,834 213 0.01% 0.01% 253 0 0.0% Q2 2026 Jul 29, 2026
Glass Jacobson Investment Advisors llc History No change 2,838 213 0.07% 0.07% 254 0 0.0% Q2 2026 Jul 30, 2026
Banco Santander, S.A. History No change 2,720 204 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 29, 2026
Wick Capital Partners, LLC History No change 2,695 202 0.03% 0.03% 256 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 2,591 195 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 2,512 189 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 11, 2026
Mascoma Wealth Management LLC History No change 2,399 180 0.03% 0.03% 259 0 0.0% Q2 2026 Jul 24, 2026
C M BIDWELL & ASSOCIATES LTD History No change 2,357 177 0.07% 0.07% 260 0 0.0% Q2 2026 Aug 11, 2026
Ancora Advisors LLC History No change 2,348 176 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 2,193 165 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 13, 2026
10Elms LLP History No change 2,072 155 0.07% 0.07% 263 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 2,025 152 0.01% 0.01% 264 0 0.0% Q2 2026 Sep 04, 2026
IFP Advisors, Inc History No change 1,992 149 0.0% 0.0% 265 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisory Services, LLC History No change 1,649 124 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 23, 2026
TSFG, LLC History No change 1,641 124 0.02% 0.02% 267 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 1,593 119 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 03, 2026
Measured Wealth Private Client Group, LLC History No change 1,577 118 0.03% 0.03% 269 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,490 112 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,422 107 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 1,416 106 0.01% 0.01% 272 0 0.0% Q2 2026 Jul 28, 2026
FRANKLIN RESOURCES INC History No change 1,350 101 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 1,203 90 0.02% 0.02% 274 0 0.0% Q2 2026 Aug 14, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,170 88 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 04, 2026
Ashton Thomas Private Wealth, LLC History No change 1,126 84 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 29, 2026
Blue Trust, Inc. History No change 1,100 82 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 21, 2026
TD Waterhouse Canada Inc. History No change 1,032 77 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 27, 2026
MASECO LLP History No change 1,007 75 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 05, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 994 73 0.02% 0.02% 280 -39 -3.78% Q3 2026 Oct 01, 2026
Aptus Capital Advisors, LLC History No change 914 68 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 12, 2026
AdvisorNet Financial, Inc History No change 893 67 0.0% 0.0% 282 0 0.0% Q2 2026 Jul 23, 2026
Capital Advisors, Ltd. LLC History No change 747 56 0.01% 0.01% 283 0 0.0% Q2 2026 Jul 16, 2026
EverSource Wealth Advisors, LLC History No change 734 55 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 24, 2026
Glen Eagle Advisors, LLC History No change 651 49 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History No change 640 48 0.04% 0.04% 286 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 634 47 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 06, 2026
Polaris Financial Partners History New 672 45 0.02% — 289 +672 New Q3 2026 Oct 02, 2026
Vision Retirement, LLC History No change 610 45 0.01% 0.01% 288 0 0.0% Q2 2026 Jul 21, 2026
Geneos Wealth Management Inc. History No change 587 44 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 565 42 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 546 41 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 06, 2026
YANKCOM Partnership History No change 536 40 0.01% 0.01% 293 0 0.0% Q2 2026 Jul 21, 2026
MCF Advisors LLC History No change 495 37 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 12, 2026
SouthState Bank Corp History No change 438 32 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 413 31 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 27, 2026
CKW FINANCIAL GROUP History No change 412 31 0.0% 0.0% 297 0 0.0% Q2 2026 Jul 24, 2026
HighMark Wealth Management LLC History No change 383 28 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 359 27 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History No change 359 27 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 06, 2026
Hanson & Doremus Investment Management History No change 329 25 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 29, 2026
Allspring Global Investments Holdings, LLC History No change 352 25 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 309 23 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 12, 2026
Allied Private Wealth LLC History No change 319 23 0.01% 0.01% 304 0 0.0% Q2 2026 Jul 09, 2026
SALEM INVESTMENT COUNSELORS INC History No change 293 22 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 14, 2026
Fairscale Capital, LLC History No change 305 22 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 274 20 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 13, 2026
Purpose Unlimited Inc. History No change 254 19 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 249 18 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 11, 2026
Nemes Rush Group LLC History No change 250 18 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 230 17 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 11, 2026
BAYBAN History No change 221 16 0.01% 0.01% 312 0 0.0% Q2 2026 Jul 30, 2026
Front Row Advisors LLC History No change 212 15 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 199 14 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ADVISERS INC History No change 188 14 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 195 14 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 06, 2026
Providence Capital Advisors, LLC History No change 193 14 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 11, 2026
Vermillion Wealth Management, Inc. History No change 190 14 0.0% 0.0% 318 0 0.0% Q2 2026 Jul 15, 2026
Spire Wealth Management History No change 199 14 0.0% 0.0% 319 0 0.0% Q2 2026 Jul 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 182 13 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 07, 2026
WOLFF WIESE MAGANA LLC History No change 185 13 0.01% 0.01% 321 0 0.0% Q2 2026 Jul 13, 2026
Smartleaf Asset Management LLC History No change 187 13 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 12, 2026
Atlatl Advisers LLC History No change 128 9 0.0% 0.0% 323 0 0.0% Q2 2026 Jul 22, 2026
Beaird Harris Wealth Management, LLC History No change 115 8 0.0% 0.0% 324 0 0.0% Q2 2026 Jul 08, 2026
Sachetta, LLC History No change 115 8 0.0% 0.0% 325 0 0.0% Q2 2026 Jul 15, 2026
Key FInancial Inc History No change 100 7 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 24, 2026
Financial Perspectives, Inc History No change 98 7 0.0% 0.0% 327 0 0.0% Q2 2026 Jul 24, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 92 6 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 90 6 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 03, 2026
Strategic Wealth Advisors LLC History No change 102 6 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 07, 2026
BARRETT & COMPANY, INC. History No change 79 5 0.0% 0.0% 331 0 0.0% Q2 2026 Jul 24, 2026
JPL Wealth Management, LLC History No change 72 5 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 70 5 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 11, 2026
Medallion Wealth Advisors, LLC History No change 68 5 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 60 4 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 11, 2026
SHP Wealth Management History No change 66 4 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 11, 2026
Rosenberg Matthew Hamilton History No change 58 4 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 17, 2026
Nova Wealth Management, Inc. History No change 58 4 0.0% 0.0% 338 0 0.0% Q2 2026 Jul 13, 2026
SIGNATUREFD, LLC History No change 40 3 0.0% 0.0% 339 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 40 3 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 53 3 0.0% 0.0% 341 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Wealth Planning Services, Inc. History No change 26 1 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 07, 2026
Pacifica Partners Inc. History No change 24 1 0.0% 0.0% 343 0 0.0% Q2 2026 Jul 13, 2026
Ravenstone Capital Management Inc. History No change 26 1 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 04, 2026
Stonebridge Financial Group, LLC History Closed out 0 0 — 0.02% — -2,840 -100.0% Q3 2026 Oct 01, 2026
HUNTINGTON NATIONAL BANK History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hillsdale Investment Management Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Strategic Wealth Partners, Ltd. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Global Trust Asset Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Realta Investment Advisors History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Cape Investment Advisory, Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Quest 10 Wealth Builders, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Retirement Wealth Solutions LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
3 FACTOR INDEXING, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 08, 2026