iSHARES TRUST - EFG

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
ENVESTNET ASSET MANAGEMENT INC History No change 23,610,616 2,937,631 0.69% 0.69% 1 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 8,635,516 1,074,430 0.24% 0.24% 2 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 5,350,855 665,753 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 5,274,307 656,229 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,373,043 532,559 0.21% 0.21% 5 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 3,773,931 469,552 0.71% 0.71% 6 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 3,461,739 426,486 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 2,355,345 293,052 0.27% 0.27% 8 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 2,125,557 264,462 1.65% 1.65% 9 0 0.0% Q2 2026 Jul 20, 2026
MML INVESTORS SERVICES, LLC History No change 1,941,127 241,515 0.49% 0.49% 10 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,892,107 235,415 1.13% 1.13% 11 0 0.0% Q2 2026 Sep 23, 2026
Bank of New York Mellon Corp History No change 1,591,608 198,027 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 1,557,647 193,815 0.21% 0.21% 13 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 1,508,102 187,658 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,242,056 154,536 0.08% 0.08% 15 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 1,229,313 152,951 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 1,204,921 149,916 0.29% 0.29% 17 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 1,081,097 134,510 0.4% 0.4% 18 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 1,078,606 134,200 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 1,017,830 126,638 0.59% 0.59% 20 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 1,015,901 126,398 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,001,838 124,648 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 847,247 105,414 0.06% 0.06% 23 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 762,510 94,871 0.11% 0.11% 24 0 0.0% Q2 2026 Jul 28, 2026
JB Capital LLC History No change 744,687 92,653 3.21% 3.21% 25 0 0.0% Q2 2026 Jul 29, 2026
RAYMOND JAMES FINANCIAL INC History No change 645,420 80,303 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 624,359 77,682 0.8% 0.8% 27 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 598,592 74,552 0.09% 0.09% 28 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 592,307 73,694 0.34% 0.34% 29 0 0.0% Q2 2026 Aug 18, 2026
Quent Capital, LLC History No change 591,861 73,639 4.52% 4.52% 30 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 584,217 72,688 0.07% 0.07% 31 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 579,510 72,102 0.34% 0.34% 32 0 0.0% Q2 2026 Aug 03, 2026
STIFEL FINANCIAL CORP History No change 576,901 71,778 0.06% 0.06% 33 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 551,289 68,591 0.42% 0.42% 34 0 0.0% Q2 2026 Jul 20, 2026
FAS Wealth Partners, Inc. History No change 530,741 66,034 3.44% 3.44% 35 0 0.0% Q2 2026 Jul 29, 2026
Pacific Life Fund Advisors LLC History No change 529,971 65,938 7.25% 7.25% 36 0 0.0% Q2 2026 Aug 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 530,721 65,915 0.36% 0.36% 37 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 518,930 64,565 0.19% 0.19% 38 0 0.0% Q2 2026 Aug 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 516,696 64,287 1.4% 1.4% 39 0 0.0% Q2 2026 Jul 17, 2026
Savvy Advisors, Inc. History No change 507,288 63,116 1.34% 1.34% 40 0 0.0% Q2 2026 Aug 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 494,601 61,538 0.08% 0.08% 41 0 0.0% Q2 2026 Jul 29, 2026
OneDigital Investment Advisors LLC History No change 486,226 60,496 0.51% 0.51% 42 0 0.0% Q2 2026 Aug 06, 2026
BlackRock, Inc. History No change 481,433 59,899 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 07, 2026
Financial Synergies Wealth Advisors, Inc. History No change 479,599 59,671 5.06% 5.06% 44 0 0.0% Q2 2026 Jul 17, 2026
Baker Avenue Asset Management, LP History No change 461,078 57,367 1.09% 1.09% 45 0 0.0% Q2 2026 Jul 28, 2026
NATIXIS ADVISORS, LLC History No change 460,931 57,349 0.06% 0.06% 46 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 438,695 54,583 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 432,150 53,768 0.4% 0.4% 48 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 429,048 53,382 0.18% 0.18% 49 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 407,560 50,708 0.08% 0.08% 50 0 0.0% Q2 2026 Aug 13, 2026
SOFI WEALTH, LLC History No change 398,975 49,640 2.0% 2.0% 51 0 0.0% Q2 2026 Aug 10, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 389,670 48,482 0.07% 0.07% 52 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 386,872 48,134 0.06% 0.06% 53 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 363,310 45,203 0.62% 0.62% 54 0 0.0% Q2 2026 Aug 10, 2026
Octavia Wealth Advisors, LLC History No change 342,462 42,609 3.68% 3.68% 55 0 0.0% Q2 2026 Jul 14, 2026
Mariner, LLC History No change 338,079 42,063 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 317,327 39,481 0.4% 0.4% 57 0 0.0% Q2 2026 Jul 28, 2026
Pathstone Holdings, LLC History No change 315,793 39,291 0.11% 0.11% 58 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 313,846 39,048 0.13% 0.13% 59 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 303,931 37,815 0.09% 0.09% 60 0 0.0% Q2 2026 Jul 27, 2026
Icon Wealth Advisors, LLC History No change 301,262 37,483 2.26% 2.26% 61 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History No change 300,668 37,409 0.24% 0.24% 62 0 0.0% Q2 2026 Sep 08, 2026
Marks Group Wealth Management, Inc History No change 296,920 36,942 3.22% 3.22% 63 0 0.0% Q2 2026 Jul 27, 2026
NBT BANK, N.A. History No change 291,924 36,321 2.41% 2.41% 64 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 290,790 36,080 0.06% 0.06% 65 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Partners, LLC History No change 288,300 35,870 4.34% 4.34% 66 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 283,198 35,235 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 279,070 34,721 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 05, 2026
Itau Unibanco Holding S.A. History No change 273,478 34,026 0.65% 0.65% 69 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 271,262 33,750 0.43% 0.43% 70 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 266,739 33,187 0.36% 0.36% 71 0 0.0% Q2 2026 Aug 04, 2026
Cresset Asset Management, LLC History No change 229,783 28,589 0.1% 0.1% 72 0 0.0% Q2 2026 Aug 14, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 233,873 28,025 5.69% 5.64% 73 +13,916 6.33% Q3 2026 Oct 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 220,612 27,448 0.86% 0.86% 74 0 0.0% Q2 2026 Jul 31, 2026
BANK OF MONTREAL /CAN/ History No change 205,856 25,612 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 196,815 24,139 0.04% 0.04% 76 0 0.0% Q2 2026 Jul 15, 2026
Orion Porfolio Solutions, LLC History No change 190,756 23,733 0.18% 0.18% 77 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 189,907 23,628 0.34% 0.34% 78 0 0.0% Q2 2026 Jul 14, 2026
Cassaday & Co Wealth Management LLC History No change 189,207 23,541 0.44% 0.44% 79 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History No change 186,442 23,197 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 181,968 22,640 0.48% 0.48% 81 0 0.0% Q2 2026 Aug 14, 2026
Affinity Capital Advisors, LLC History No change 177,115 22,157 2.74% 2.74% 82 0 0.0% Q2 2026 Jul 08, 2026
Baird Financial Group, Inc. History No change 176,017 21,900 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 12, 2026
STALEY CAPITAL ADVISERS INC History No change 175,283 21,808 0.85% 0.85% 84 0 0.0% Q2 2026 Aug 11, 2026
Seneca Financial Advisors LLC History No change 174,129 21,665 5.63% 5.63% 85 0 0.0% Q2 2026 Jul 27, 2026
RTD Financial Advisors, Inc. History Reduced 179,564 21,517 2.35% 2.47% 86 -2,775 -1.52% Q3 2026 Oct 09, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 170,348 21,194 0.15% 0.15% 87 0 0.0% Q2 2026 Jul 23, 2026
Federation des caisses Desjardins du Quebec History No change 169,006 21,031 0.06% 0.06% 88 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 168,077 20,912 0.24% 0.24% 89 0 0.0% Q2 2026 Aug 10, 2026
Stone House Investment Management, LLC History No change 166,577 20,725 2.76% 2.76% 90 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 164,278 20,439 0.34% 0.34% 91 0 0.0% Q2 2026 Jul 31, 2026
Cerro Pacific Wealth Advisors LLC History No change 159,531 19,848 4.49% 4.49% 92 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 159,304 19,820 0.36% 0.36% 93 0 0.0% Q2 2026 Jul 20, 2026
EP Wealth Advisors, LLC History No change 157,567 19,604 0.07% 0.07% 94 0 0.0% Q2 2026 Aug 11, 2026
Wakefield Asset Management LLLP History No change 157,105 19,547 4.4% 4.4% 95 0 0.0% Q2 2026 Aug 11, 2026
FIRST NATIONAL BANK OF OMAHA History No change 156,117 19,233 0.54% 0.54% 96 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 154,012 19,162 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 19, 2026
Robinswood Financial LLC History No change 153,573 19,107 5.48% 5.48% 98 0 0.0% Q2 2026 Jul 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 148,879 18,523 0.2% 0.2% 99 0 0.0% Q2 2026 Jul 28, 2026
SteelPeak Wealth, LLC History No change 145,063 18,048 0.47% 0.47% 100 0 0.0% Q2 2026 Jul 13, 2026
COMMERCE BANK History No change 141,784 17,640 0.08% 0.08% 101 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Reduced 140,173 16,796 0.12% 0.16% 102 -23,357 -14.28% Q3 2026 Oct 08, 2026
Waverly Advisors, LLC History No change 133,691 16,633 0.1% 0.1% 103 0 0.0% Q2 2026 Aug 14, 2026
Sharkey, Howes & Javer History No change 130,370 16,220 1.96% 1.96% 104 0 0.0% Q2 2026 Jul 09, 2026
RWA WEALTH PARTNERS, LLC History No change 125,564 15,622 0.15% 0.15% 105 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Partners, Inc. History No change 125,134 15,569 0.11% 0.11% 106 0 0.0% Q2 2026 Aug 14, 2026
Bedel Financial Consulting, Inc. History No change 124,600 15,502 1.46% 1.46% 107 0 0.0% Q2 2026 Jul 29, 2026
Kingdom Financial Group LLC. History No change 122,315 15,218 3.89% 3.89% 108 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 121,816 15,156 1.26% 1.26% 109 0 0.0% Q2 2026 Jul 16, 2026
PAX Financial Group, LLC History No change 117,818 14,658 2.18% 2.18% 110 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 115,088 14,598 0.06% 0.06% 111 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 116,161 14,452 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 27, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 114,770 14,284 1.44% 1.44% 113 0 0.0% Q2 2026 Sep 02, 2026
GREENLEAF TRUST History No change 113,777 14,156 0.14% 0.14% 114 0 0.0% Q2 2026 Jul 21, 2026
PRUDENTIAL FINANCIAL INC History No change 111,678 13,894 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History No change 111,344 13,853 0.29% 0.29% 116 0 0.0% Q2 2026 Jul 29, 2026
CITIGROUP INC History No change 110,007 13,687 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 03, 2026
Strategic Blueprint, LLC History No change 109,323 13,602 0.68% 0.68% 118 0 0.0% Q2 2026 Jul 23, 2026
Keystone Financial Services History No change 108,877 13,546 3.49% 3.49% 119 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 108,453 13,493 0.08% 0.08% 120 0 0.0% Q2 2026 Aug 17, 2026
Meeder Advisory Services, Inc. History No change 106,726 13,278 0.49% 0.49% 121 0 0.0% Q2 2026 Aug 07, 2026
COURIER CAPITAL LLC History No change 106,262 13,221 0.66% 0.66% 122 0 0.0% Q2 2026 Jul 16, 2026
Dynasty Wealth Management, LLC History No change 106,161 13,208 0.1% 0.1% 123 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 105,307 13,102 0.5% 0.5% 124 0 0.0% Q2 2026 Aug 13, 2026
REGIMEN WEALTH, LLC History No change 104,650 13,020 3.51% 3.51% 125 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ALLIANCE, LLC History No change 103,742 12,907 1.08% 1.08% 126 0 0.0% Q2 2026 Aug 11, 2026
Trek Financial, LLC History No change 103,571 12,886 0.64% 0.64% 127 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 102,391 12,739 0.07% 0.07% 128 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 101,002 12,566 0.13% 0.13% 129 0 0.0% Q2 2026 Jul 15, 2026
Concurrent Investment Advisors, LLC History No change 100,969 12,562 0.11% 0.11% 130 0 0.0% Q2 2026 Jul 27, 2026
Key FInancial Inc History No change 100,190 12,465 2.04% 2.04% 131 0 0.0% Q2 2026 Jul 24, 2026
FINANCIAL LIFE ADVISORS History No change 99,828 12,420 3.53% 3.53% 132 0 0.0% Q2 2026 Jul 28, 2026
Checchi Capital Advisers, LLC History No change 98,550 12,261 0.55% 0.55% 133 0 0.0% Q2 2026 Aug 04, 2026
Avior Wealth Management, LLC History No change 97,585 12,141 0.32% 0.32% 134 0 0.0% Q2 2026 Jul 07, 2026
NorthRock Partners, LLC History No change 97,203 12,093 0.18% 0.18% 135 0 0.0% Q2 2026 Aug 11, 2026
SWMG, LLC History No change 99,544 12,089 2.85% 2.85% 136 0 0.0% Q2 2026 Jul 15, 2026
MA Private Wealth History No change 96,267 11,977 1.78% 1.78% 137 0 0.0% Q2 2026 Jul 28, 2026
LifeWealth Investments, LLC History No change 94,973 11,816 3.16% 3.16% 138 0 0.0% Q2 2026 Jul 16, 2026
Modern Wealth Management, LLC History No change 94,950 11,813 0.14% 0.14% 139 0 0.0% Q2 2026 Aug 13, 2026
Aventus Investment Advisors, Inc. History Added to 97,577 11,692 8.54% 8.83% 140 +712 0.74% Q3 2026 Oct 09, 2026
WATERSHED PRIVATE WEALTH LLC History No change 93,224 11,598 3.27% 3.27% 141 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 91,965 11,442 0.37% 0.37% 142 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 91,965 11,442 1.29% 1.29% 143 0 0.0% Q2 2026 Jul 31, 2026
Regal Investment Advisors LLC History No change 89,583 11,146 0.58% 0.58% 144 0 0.0% Q2 2026 Aug 14, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 88,775 11,045 2.88% 2.88% 145 0 0.0% Q2 2026 Jul 13, 2026
Legacy Financial Group LLC History No change 87,986 10,947 1.23% 1.23% 146 0 0.0% Q2 2026 Aug 05, 2026
Lineweaver Wealth Advisors, LLC History No change 87,532 10,890 1.29% 1.29% 147 0 0.0% Q2 2026 Jul 09, 2026
Simplicity Wealth,LLC History No change 86,566 10,770 0.36% 0.36% 148 0 0.0% Q2 2026 Aug 06, 2026
West Wealth Group, LLC History No change 86,072 10,709 1.75% 1.75% 149 0 0.0% Q2 2026 Aug 06, 2026
Cypress Wealth Services, LLC History No change 85,176 10,597 1.3% 1.3% 150 0 0.0% Q2 2026 Jul 10, 2026
FRANKLIN RESOURCES INC History No change 84,951 10,569 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 87,297 10,447 0.17% 0.17% 152 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 87,297 10,447 0.17% 0.17% 153 0 0.0% Q2 2026 Jul 29, 2026
Eagle Strategies LLC History No change 83,534 10,393 1.03% 1.03% 154 0 0.0% Q2 2026 Jul 21, 2026
Cardinal Strategic Wealth Guidance History No change 82,980 10,324 2.34% 2.34% 155 0 0.0% Q2 2026 Jul 30, 2026
Global Retirement Partners, LLC History No change 82,688 10,288 0.16% 0.16% 156 0 0.0% Q2 2026 Aug 06, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 80,735 10,045 0.07% 0.07% 157 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 79,949 9,947 0.03% 0.03% 158 0 0.0% Q2 2026 Aug 11, 2026
Rothschild Wealth LLC History No change 78,834 9,808 0.78% 0.78% 159 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 81,813 9,769 0.16% 0.16% 160 0 0.0% Q2 2026 Aug 13, 2026
Keebeck Wealth Management History No change 78,081 9,714 0.95% 0.95% 161 0 0.0% Q2 2026 Aug 11, 2026
HOWARD BAILEY SECURITIES, LLC History No change 76,750 9,549 3.58% 3.58% 162 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 76,020 9,458 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 07, 2026
Apollon Wealth Management, LLC History No change 75,436 9,385 0.11% 0.11% 164 0 0.0% Q2 2026 Jul 22, 2026
Cranbrook Wealth Management, LLC History No change 73,273 9,116 1.71% 1.71% 165 0 0.0% Q2 2026 Aug 06, 2026
Ocean Park Asset Management, LLC History No change 72,975 9,079 0.44% 0.44% 166 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Wealth Planning Services, Inc. History No change 72,876 9,067 0.86% 0.86% 167 0 0.0% Q2 2026 Aug 07, 2026
Fifth Third Wealth Advisors LLC History No change 71,759 8,928 0.25% 0.25% 168 0 0.0% Q2 2026 Jul 17, 2026
Invst, LLC History No change 69,181 8,607 0.84% 0.84% 169 0 0.0% Q2 2026 Aug 14, 2026
EQ LLC History No change 69,029 8,588 2.11% 2.11% 170 0 0.0% Q2 2026 Jul 23, 2026
VestGen Advisors, LLC History No change 68,340 8,502 0.25% 0.25% 171 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 68,238 8,490 0.1% 0.1% 172 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 66,286 8,247 0.14% 0.14% 173 0 0.0% Q2 2026 Jul 21, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 66,288 8,247 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 65,912 8,200 0.09% 0.09% 175 0 0.0% Q2 2026 Jul 21, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 65,543 8,154 0.15% 0.15% 176 0 0.0% Q2 2026 Aug 12, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 65,325 8,127 0.7% 0.7% 177 0 0.0% Q2 2026 Jul 27, 2026
Capital Analysts, LLC History No change 65,297 8,124 0.19% 0.19% 178 0 0.0% Q2 2026 Aug 05, 2026
Procyon Advisors, LLC History No change 64,594 8,036 0.35% 0.35% 179 0 0.0% Q2 2026 Jul 09, 2026
Stratos Wealth Partners, LTD. History No change 64,336 8,004 0.08% 0.08% 180 0 0.0% Q2 2026 Aug 11, 2026
Kilter Group LLC History No change 64,295 7,999 2.9% 2.9% 181 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 63,758 7,932 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 63,066 7,846 0.12% 0.12% 183 0 0.0% Q2 2026 Aug 03, 2026
Bay Harbor Wealth Management, LLC History No change 62,474 7,773 1.79% 1.79% 184 0 0.0% Q2 2026 Jul 28, 2026
WealthShield Partners, LLC History No change 61,094 7,601 1.16% 1.16% 185 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 60,983 7,587 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 05, 2026
Arete Wealth Advisors, LLC History No change 60,581 7,537 0.5% 0.5% 187 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 59,456 7,397 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 13, 2026
Jasper Ridge Partners, L.P. History No change 59,403 7,390 0.16% 0.16% 189 0 0.0% Q2 2026 Aug 14, 2026
Hoxton Planning & Management, LLC History No change 58,659 7,298 1.9% 1.9% 190 0 0.0% Q2 2026 Jul 16, 2026
BEAM WEALTH ADVISORS, INC. History No change 57,357 7,136 1.57% 1.57% 191 0 0.0% Q2 2026 Jul 29, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 56,858 7,074 0.41% 0.41% 192 0 0.0% Q2 2026 Jul 21, 2026
White Pine Investment CO History No change 56,823 7,070 1.51% 1.51% 193 0 0.0% Q2 2026 Jul 20, 2026
GLENMEDE TRUST CO NA History No change 56,385 7,015 0.03% 0.03% 194 0 0.0% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History No change 56,090 6,978 0.11% 0.11% 195 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 55,576 6,914 0.05% 0.05% 196 0 0.0% Q2 2026 Aug 10, 2026
Nicholas Hoffman & Company, LLC. History No change 55,513 6,906 0.15% 0.15% 197 0 0.0% Q2 2026 Aug 04, 2026
Sovran Advisors, LLC History No change 57,851 6,902 0.51% 0.51% 198 0 0.0% Q2 2026 Jul 29, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 55,301 6,880 0.99% 0.99% 199 0 0.0% Q2 2026 Aug 07, 2026
Addison Capital Co History No change 54,937 6,835 1.12% 1.12% 200 0 0.0% Q2 2026 Aug 04, 2026
Perigon Wealth Management, LLC History No change 54,750 6,811 0.11% 0.11% 201 0 0.0% Q2 2026 Aug 07, 2026
Callan Family Office, LLC History No change 54,617 6,795 0.13% 0.13% 202 0 0.0% Q2 2026 Aug 11, 2026
Wealthquest Corp History No change 54,520 6,783 0.43% 0.43% 203 0 0.0% Q2 2026 Jul 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 53,447 6,649 1.35% 1.35% 204 0 0.0% Q2 2026 Jul 17, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 53,159 6,614 1.5% 1.5% 205 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 53,151 6,613 0.07% 0.07% 206 0 0.0% Q2 2026 Aug 10, 2026
LiftPoint Family Wealth Advisors LLC History No change 52,990 6,593 4.47% 4.47% 207 0 0.0% Q2 2026 Aug 05, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 57,920 6,450 0.81% 0.81% 208 0 0.0% Q2 2026 Aug 05, 2026
FORTE ASSET MANAGEMENT LLC History No change 51,761 6,440 2.63% 2.63% 209 0 0.0% Q2 2026 Jul 21, 2026
Sterling Capital Management LLC History No change 51,023 6,348 0.11% 0.11% 210 0 0.0% Q2 2026 Jul 28, 2026
Revolve Wealth Partners, LLC History No change 50,284 6,256 0.65% 0.65% 211 0 0.0% Q2 2026 Jul 09, 2026
Gateway Wealth Partners, LLC History No change 49,853 6,202 0.37% 0.37% 212 0 0.0% Q2 2026 Aug 04, 2026
B. Riley Wealth Advisors, Inc. History No change 50,133 6,176 0.33% 0.33% 213 0 0.0% Q2 2026 Jul 14, 2026
Snowden Capital Advisors LLC History No change 49,531 6,162 0.15% 0.15% 214 0 0.0% Q2 2026 Aug 13, 2026
CFS Investment Advisory Services, LLC History No change 49,733 6,148 0.41% 0.41% 215 0 0.0% Q2 2026 Jul 16, 2026
1900 WEALTH MANAGEMENT LLC History No change 49,264 6,129 0.34% 0.34% 216 0 0.0% Q2 2026 Aug 04, 2026
ONE Advisory Partners, LLC History No change 49,230 6,125 1.67% 1.67% 217 0 0.0% Q2 2026 Jul 21, 2026
Advyzon Investment Management, LLC History No change 49,174 6,118 0.44% 0.44% 218 0 0.0% Q2 2026 Aug 14, 2026
Montgomery Financial Services LLC History No change 49,158 6,116 5.32% 5.32% 219 0 0.0% Q2 2026 Aug 12, 2026
WCG Wealth Advisors LLC History No change 48,789 6,070 0.14% 0.14% 220 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History No change 48,377 6,019 0.32% 0.32% 221 0 0.0% Q2 2026 Jul 29, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 48,015 5,974 1.68% 1.68% 222 0 0.0% Q2 2026 Jul 24, 2026
Key Capital Management, INC History No change 47,811 5,948 3.06% 3.06% 223 0 0.0% Q2 2026 Jul 27, 2026
BRIGHTON JONES LLC History No change 47,348 5,890 0.11% 0.11% 224 0 0.0% Q2 2026 Aug 11, 2026
SigFig Wealth Management, LLC History Added to 49,023 5,874 0.15% 0.16% 225 +268 0.55% Q3 2026 Oct 07, 2026
Valmark Advisers, Inc. History No change 46,612 5,799 0.06% 0.06% 226 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 46,432 5,776 0.59% 0.59% 227 0 0.0% Q2 2026 Aug 13, 2026
Beacon Bridge Wealth Partners, LLC History No change 45,808 5,699 1.62% 1.62% 228 0 0.0% Q2 2026 Aug 05, 2026
McNaughton Wealth Management, LLC History Added to 46,225 5,539 1.94% 1.72% 229 +7,302 18.76% Q3 2026 Oct 08, 2026
Lansing Street Advisors History No change 44,305 5,512 1.17% 1.17% 230 0 0.0% Q2 2026 Jul 24, 2026
Quantinno Capital Management LP History No change 43,565 5,420 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 43,441 5,404 0.22% 0.22% 232 0 0.0% Q2 2026 Jul 27, 2026
JABODON PT CO History No change 43,405 5,400 0.53% 0.53% 233 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 42,759 5,320 0.1% 0.1% 234 0 0.0% Q2 2026 Jul 31, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 42,403 5,275 1.28% 1.28% 235 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 42,367 5,271 0.06% 0.06% 236 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History No change 42,367 5,271 0.06% 0.06% 237 0 0.0% Q2 2026 Aug 03, 2026
TSA Wealth Managment LLC History No change 42,253 5,257 1.49% 1.49% 238 0 0.0% Q2 2026 Aug 03, 2026
Dorsey & Whitney Trust CO LLC History No change 42,199 5,250 0.26% 0.26% 239 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 42,169 5,246 0.7% 0.7% 240 0 0.0% Q2 2026 Aug 04, 2026
CONDOR CAPITAL MANAGEMENT History No change 42,102 5,238 0.39% 0.39% 241 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Capital Group History Added to 43,543 5,217 0.62% 0.62% 242 +2,058 4.96% Q3 2026 Oct 08, 2026
MAI Capital Management History No change 41,896 5,212 0.02% 0.02% 243 0 0.0% Q2 2026 Aug 14, 2026
SOA Wealth Advisors, LLC. History No change 41,493 5,162 0.87% 0.87% 244 0 0.0% Q2 2026 Jul 21, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 41,480 5,160 1.24% 1.24% 245 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 41,437 5,155 0.35% 0.35% 246 0 0.0% Q2 2026 Sep 04, 2026
CoreCap Advisors, LLC History Reduced 42,967 5,148 0.15% 0.18% 247 -5,662 -11.64% Q3 2026 Oct 08, 2026
First Pacific Financial History No change 41,371 5,147 0.61% 0.61% 248 0 0.0% Q2 2026 Jul 20, 2026
Aptus Capital Advisors, LLC History No change 41,278 5,135 0.04% 0.04% 249 0 0.0% Q2 2026 Aug 12, 2026
BOK Financial Private Wealth, Inc. History No change 41,080 5,111 0.26% 0.26% 250 0 0.0% Q2 2026 Aug 07, 2026
Hofer & Associates. Inc History No change 41,079 5,111 2.47% 2.47% 251 0 0.0% Q2 2026 Jul 21, 2026
BridgePort Financial Solutions, LLC History No change 40,851 5,082 1.29% 1.29% 252 0 0.0% Q2 2026 Jul 24, 2026
Meramec Financial Planners, LLC History No change 42,415 5,076 1.85% 1.85% 253 0 0.0% Q2 2026 Jul 28, 2026
CORE WEALTH ADVISORS, LLC History No change 40,528 5,042 3.72% 3.72% 254 0 0.0% Q2 2026 Aug 04, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 41,501 4,973 2.75% 2.78% 256 +997 2.46% Q3 2026 Oct 07, 2026
Sterling Financial Planning, Inc. History No change 39,975 4,973 1.35% 1.35% 255 0 0.0% Q2 2026 Aug 11, 2026
DIVERSIFIED MANAGEMENT INC History Added to 41,319 4,951 0.86% 1.09% 257 +240 0.58% Q3 2026 Oct 08, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 44,368 4,941 2.81% 2.81% 258 0 0.0% Q2 2026 Aug 19, 2026
KELLEHER FINANCIAL ADVISORS History No change 39,371 4,898 0.69% 0.69% 259 0 0.0% Q2 2026 Aug 06, 2026
Harbor Group, Inc. History No change 39,349 4,895 0.57% 0.57% 260 0 0.0% Q2 2026 Jul 22, 2026
One Wealth Advisors, LLC History No change 39,308 4,890 0.54% 0.54% 261 0 0.0% Q2 2026 Aug 06, 2026
KICKSTAND VENTURES, LLC. History No change 39,224 4,880 0.89% 0.89% 262 0 0.0% Q2 2026 Jul 30, 2026
STOCK YARDS BANK & TRUST CO History No change 38,184 4,750 0.14% 0.14% 263 0 0.0% Q2 2026 Aug 19, 2026
Polaris Investment Advisors, LLC History No change 38,006 4,728 3.03% 3.03% 264 0 0.0% Q2 2026 Jul 09, 2026
Csenge Advisory Group History No change 37,677 4,687 0.19% 0.19% 265 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 37,310 4,642 0.18% 0.18% 266 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY TRUST CO History No change 37,300 4,640 0.05% 0.05% 267 0 0.0% Q2 2026 Aug 13, 2026
Sagace Wealth Management LLC History No change 37,046 4,609 2.89% 2.89% 268 0 0.0% Q2 2026 Aug 03, 2026
Yukon Wealth Management, Inc. History No change 36,705 4,566 1.31% 1.31% 269 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 36,512 4,542 0.09% 0.09% 270 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 36,207 4,504 0.31% 0.31% 271 0 0.0% Q2 2026 Jul 21, 2026
Integrity Advisory Solutions, LLC History No change 36,097 4,491 0.46% 0.46% 272 0 0.0% Q2 2026 Jul 31, 2026
Geneos Wealth Management Inc. History No change 35,955 4,473 0.09% 0.09% 273 0 0.0% Q2 2026 Aug 06, 2026
Omega Financial Group, LLC History No change 35,014 4,356 1.33% 1.33% 274 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Planning Group LLC History No change 35,881 4,334 0.55% 0.55% 275 0 0.0% Q2 2026 Jul 29, 2026
FIRST FOUNDATION ADVISORS History No change 34,517 4,294 0.15% 0.15% 276 0 0.0% Q2 2026 Aug 14, 2026
Shared Vision Wealth Group LLC History No change 34,468 4,288 1.47% 1.47% 277 0 0.0% Q2 2026 Jul 31, 2026
Vestmark Advisory Solutions, Inc. History No change 34,405 4,280 0.04% 0.04% 278 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 33,973 4,227 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 10, 2026
Lantz Financial LLC History No change 33,603 4,180 0.77% 0.77% 280 0 0.0% Q2 2026 Jul 09, 2026
Wealthspire Retirement, LLC History No change 33,309 4,144 0.23% 0.23% 281 0 0.0% Q2 2026 Aug 12, 2026
BankPlus Wealth Management LLC History No change 32,969 4,102 1.85% 1.85% 282 0 0.0% Q2 2026 Jul 17, 2026
Ascent Group, LLC History No change 32,906 4,094 0.12% 0.12% 283 0 0.0% Q2 2026 Aug 03, 2026
W ADVISORS, LLC History No change 32,280 4,016 1.83% 1.83% 284 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 32,098 3,954 0.13% 0.13% 285 0 0.0% Q2 2026 Aug 12, 2026
Able Wealth Management LLC History No change 30,805 3,832 0.88% 0.88% 286 0 0.0% Q2 2026 Jul 29, 2026
Apeiron RIA LLC History Added to 32,110 3,828 0.87% 0.97% 287 +1,656 5.44% Q3 2026 Oct 08, 2026
ASSETMARK, INC History No change 30,588 3,805 0.01% 0.01% 288 0 0.0% Q2 2026 Jul 30, 2026
Quotient Wealth Partners, LLC History No change 30,393 3,781 0.09% 0.09% 289 0 0.0% Q2 2026 Aug 03, 2026
Patten Group, Inc. History No change 30,330 3,773 0.59% 0.59% 290 0 0.0% Q2 2026 Aug 06, 2026
McKinley Carter Wealth Services, Inc. History No change 29,888 3,718 0.19% 0.19% 291 0 0.0% Q2 2026 Jul 28, 2026
ShoreHaven Wealth Partners, LLC History No change 29,862 3,715 1.17% 1.17% 292 0 0.0% Q2 2026 Jul 14, 2026
Empire Life Investments Inc. History No change 29,833 3,711 0.21% 0.21% 293 0 0.0% Q2 2026 Jul 24, 2026
Forthright Family Wealth Advisory LLC History No change 29,574 3,679 2.08% 2.08% 294 0 0.0% Q2 2026 Jul 16, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 29,548 3,676 0.92% 0.92% 295 0 0.0% Q2 2026 Jul 24, 2026
Johnson Financial Group, Inc. History No change 29,333 3,649 0.12% 0.12% 296 0 0.0% Q2 2026 Aug 10, 2026
FIRST AMERICAN TRUST, FSB History No change 29,207 3,633 0.22% 0.22% 297 0 0.0% Q2 2026 Aug 10, 2026
CreativeOne Wealth, LLC History No change 29,185 3,631 0.08% 0.08% 298 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 28,970 3,604 0.09% 0.09% 299 0 0.0% Q2 2026 Aug 04, 2026
HUNTINGTON NATIONAL BANK History No change 28,860 3,590 0.02% 0.02% 300 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 28,849 3,589 0.02% 0.02% 301 0 0.0% Q2 2026 Jul 27, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 28,633 3,563 0.9% 0.9% 302 0 0.0% Q2 2026 Jul 24, 2026
Disciplined Investments, LLC History No change 28,603 3,558 1.15% 1.15% 303 0 0.0% Q2 2026 Aug 07, 2026
Jacksonville Wealth Management, LLC History No change 28,492 3,544 2.0% 2.0% 304 0 0.0% Q2 2026 Aug 04, 2026
Timmons Wealth Management, LLC History No change 28,180 3,506 2.56% 2.56% 305 0 0.0% Q2 2026 Aug 07, 2026
Westfuller Advisors, LLC History No change 28,159 3,503 1.28% 1.28% 306 0 0.0% Q2 2026 Jul 29, 2026
MMA ASSET MANAGEMENT LLC History No change 28,104 3,496 1.11% 1.11% 307 0 0.0% Q2 2026 Aug 04, 2026
Shum Financial Group, Inc. History No change 27,393 3,408 2.05% 2.05% 308 0 0.0% Q2 2026 Jul 22, 2026
Wealthspire Advisors, LLC History No change 26,909 3,347 0.02% 0.02% 309 0 0.0% Q2 2026 Aug 11, 2026
Retirement Wealth Solutions LLC History Reduced 27,725 3,322 1.76% 2.2% 310 -4,298 -13.42% Q3 2026 Oct 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 26,672 3,318 1.95% 1.95% 311 0 0.0% Q2 2026 Jul 21, 2026
NAVELLIER & ASSOCIATES INC History No change 26,633 3,313 0.26% 0.26% 312 0 0.0% Q2 2026 Aug 04, 2026
Trust Point Inc. History No change 26,570 3,305 0.28% 0.28% 313 0 0.0% Q2 2026 Jul 08, 2026
Van Hulzen Asset Management, LLC History No change 26,408 3,285 0.23% 0.23% 314 0 0.0% Q2 2026 Aug 13, 2026
Maia Wealth LLC History No change 26,025 3,238 0.48% 0.48% 315 0 0.0% Q2 2026 Jul 28, 2026
BlackDiamond Wealth Management, LLC History No change 25,493 3,211 1.29% 1.29% 316 0 0.0% Q2 2026 Aug 11, 2026
Portfolio Resources Advisor Group, Inc. History No change 25,552 3,179 2.69% 2.69% 317 0 0.0% Q2 2026 Jul 29, 2026
JNBA Financial Advisors History No change 25,502 3,172 0.24% 0.24% 318 0 0.0% Q2 2026 Jul 23, 2026
HSBC HOLDINGS PLC History No change 25,091 3,121 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 24,917 3,100 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 24,786 3,083 0.06% 0.06% 321 0 0.0% Q2 2026 Jul 30, 2026
Golden State Wealth Management, LLC History No change 24,731 3,077 0.28% 0.28% 322 0 0.0% Q2 2026 Jul 22, 2026
Auxano Advisors, LLC History No change 24,547 3,054 0.58% 0.58% 323 0 0.0% Q2 2026 Aug 07, 2026
Advus Financial Partners, LLC History No change 24,469 3,044 0.87% 0.87% 324 0 0.0% Q2 2026 Oct 02, 2026
Financial Engines Advisors L.L.C. History No change 23,877 2,970 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 14, 2026
Ifrah Financial Services, Inc. History No change 23,777 2,958 0.72% 0.72% 326 0 0.0% Q2 2026 Jul 21, 2026
Focus Financial Network, Inc. History No change 23,728 2,952 0.09% 0.09% 327 0 0.0% Q2 2026 Jul 09, 2026
Bluespring Wealth Management, LLC History No change 23,715 2,950 0.06% 0.06% 328 0 0.0% Q2 2026 Aug 11, 2026
Affiance Financial, LLC History No change 23,689 2,947 0.42% 0.42% 329 0 0.0% Q2 2026 Jul 09, 2026
Mendel Capital Management LLC History No change 23,618 2,938 1.32% 1.32% 330 0 0.0% Q2 2026 Jul 21, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 23,452 2,917 1.32% 1.32% 331 0 0.0% Q2 2026 Aug 07, 2026
Composition Wealth, LLC History No change 23,366 2,907 0.03% 0.03% 332 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Financial Management LLC History No change 23,001 2,861 2.29% 2.29% 333 0 0.0% Q2 2026 Aug 28, 2026
Summit Financial, LLC History No change 22,609 2,812 0.03% 0.03% 334 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 22,497 2,799 0.05% 0.05% 335 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 22,328 2,778 0.04% 0.04% 336 0 0.0% Q2 2026 Jul 15, 2026
Stone Summit Wealth LLC History No change 22,193 2,761 0.7% 0.7% 337 0 0.0% Q2 2026 Jul 23, 2026
InvesTrust History No change 22,155 2,756 1.06% 1.06% 338 0 0.0% Q2 2026 Jul 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 22,010 2,738 0.26% 0.26% 339 0 0.0% Q2 2026 Aug 11, 2026
ZENITH SOLUTIONS, INC. History No change 21,968 2,733 2.48% 2.48% 340 0 0.0% Q2 2026 Aug 03, 2026
Davis Wealth Advisors, LLC History No change 21,933 2,728 2.11% 2.11% 341 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 21,885 2,722 0.02% 0.02% 342 0 0.0% Q2 2026 Jul 24, 2026
FIRST HORIZON CORP History No change 21,862 2,720 0.1% 0.1% 343 0 0.0% Q2 2026 Jul 20, 2026
Foundation Wealth Management, LLC History No change 21,738 2,705 1.6% 1.6% 344 0 0.0% Q2 2026 Jul 30, 2026
Clear Creek Financial Management, LLC History No change 21,729 2,703 0.17% 0.17% 345 0 0.0% Q2 2026 Jul 27, 2026
SMART Wealth LLC History No change 21,547 2,680 0.58% 0.58% 346 0 0.0% Q2 2026 Aug 05, 2026
Beacon Capital Management, LLC History No change 21,340 2,655 0.39% 0.39% 347 0 0.0% Q2 2026 Jul 29, 2026
LifePlan Investment Advisors, Inc. History No change 20,936 2,604 0.9% 0.9% 348 0 0.0% Q2 2026 Aug 11, 2026
BLALOCK WILLIAMS, LLC History No change 20,644 2,568 1.66% 1.66% 349 0 0.0% Q2 2026 Aug 07, 2026
WASHINGTON TRUST BANK History No change 20,465 2,546 0.18% 0.18% 350 0 0.0% Q2 2026 Aug 05, 2026
Avestar Capital, LLC History No change 20,402 2,538 0.14% 0.14% 351 0 0.0% Q2 2026 Jul 29, 2026
Commonwealth Retirement Investments LLC History No change 19,734 2,455 0.67% 0.67% 352 0 0.0% Q2 2026 Aug 03, 2026
Gen-Wealth Partners Inc History No change 19,588 2,437 0.68% 0.68% 353 0 0.0% Q2 2026 Aug 10, 2026
B.O.S.S. Retirement Advisors, LLC History No change 19,572 2,435 0.66% 0.66% 354 0 0.0% Q2 2026 Jul 20, 2026
Stonebrook Private Inc. History No change 19,466 2,421 0.44% 0.44% 355 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 19,406 2,414 0.02% 0.02% 356 0 0.0% Q2 2026 Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 19,377 2,410 0.04% 0.04% 357 0 0.0% Q2 2026 Aug 10, 2026
VANCE WEALTH, LLC History No change 19,362 2,409 0.54% 0.54% 358 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 19,344 2,406 0.14% 0.14% 359 0 0.0% Q2 2026 Aug 10, 2026
Barden Capital Management, Inc. History Added to 20,041 2,401 2.18% 2.28% 360 +213 1.07% Q3 2026 Oct 08, 2026
Cannon Financial Strategists, Inc. History No change 18,940 2,356 0.27% 0.27% 361 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 18,816 2,341 0.03% 0.03% 362 0 0.0% Q2 2026 Aug 18, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 18,803 2,339 0.04% 0.04% 363 0 0.0% Q2 2026 Aug 04, 2026
Spire Wealth Management History No change 18,666 2,322 0.07% 0.07% 364 0 0.0% Q2 2026 Jul 15, 2026
Midwest Capital Advisors, LLC History No change 18,487 2,300 0.93% 0.93% 365 0 0.0% Q2 2026 Jul 28, 2026
Scissortail Wealth Management, LLC History No change 18,439 2,294 0.44% 0.44% 366 0 0.0% Q2 2026 Aug 05, 2026
Angeles Investment Advisors, LLC History No change 18,315 2,278 0.14% 0.14% 367 0 0.0% Q2 2026 Jul 22, 2026
Faithward Advisors, LLC History No change 18,260 2,271 0.28% 0.28% 368 0 0.0% Q2 2026 Aug 12, 2026
Penobscot Investment Management Company, Inc. History No change 18,252 2,270 0.16% 0.16% 369 0 0.0% Q2 2026 Jul 24, 2026
Clayton Financial Group LLC History No change 18,122 2,254 1.25% 1.25% 370 0 0.0% Q2 2026 Jul 20, 2026
Keel Point, LLC History No change 18,078 2,249 0.13% 0.13% 371 0 0.0% Q2 2026 Aug 14, 2026
BCU Wealth Advisors, LLC History No change 17,889 2,225 0.74% 0.74% 372 0 0.0% Q2 2026 Jul 14, 2026
Visionary Wealth Advisors History No change 17,807 2,215 0.09% 0.09% 373 0 0.0% Q2 2026 Aug 13, 2026
OBSIDIAN CIO, LLC History No change 17,588 2,188 1.63% 1.63% 374 0 0.0% Q2 2026 Aug 03, 2026
Keystone Wealth Services, LLC History No change 17,540 2,182 0.41% 0.41% 375 0 0.0% Q2 2026 Aug 05, 2026
Clark Capital Management Group, Inc. History No change 17,447 2,170 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 11, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 17,347 2,158 0.7% 0.7% 377 0 0.0% Q2 2026 Jul 15, 2026
Farmers & Merchants Trust Co of Long Beach History No change 17,275 2,149 0.46% 0.46% 378 0 0.0% Q2 2026 Aug 05, 2026
One Capital Management, LLC History No change 19,109 2,128 0.06% 0.06% 379 0 0.0% Q2 2026 Aug 13, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 17,075 2,124 0.21% 0.21% 380 0 0.0% Q2 2026 Jul 22, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 17,682 2,118 0.3% 0.34% 381 -1,560 -8.11% Q3 2026 Oct 08, 2026
Private Wealth Asset Management, LLC History No change 17,002 2,115 0.2% 0.2% 382 0 0.0% Q2 2026 Aug 11, 2026
Unify Financial Advisors History No change 16,951 2,109 1.95% 1.95% 383 0 0.0% Q2 2026 Jul 21, 2026
Tanglewood Wealth Management, Inc. History No change 16,818 2,092 0.18% 0.18% 384 0 0.0% Q2 2026 Jul 27, 2026
ARK & TLK INVESTMENTS, LLC History No change 16,795 2,089 0.51% 0.51% 385 0 0.0% Q2 2026 Jul 20, 2026
IEQ CAPITAL, LLC History No change 16,784 2,088 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 11, 2026
Ancora Advisors LLC History No change 16,757 2,084 0.04% 0.04% 387 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 16,698 2,077 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 17, 2026
Allegheny Financial Group History No change 16,682 2,075 0.22% 0.22% 389 0 0.0% Q2 2026 Jul 22, 2026
MKD WEALTH COACHES, LLC History Reduced 17,279 2,070 1.71% 1.85% 390 -137 -0.79% Q3 2026 Oct 08, 2026
Wescott Financial Advisory Group, LLC History No change 16,581 2,062 0.16% 0.16% 391 0 0.0% Q2 2026 Aug 04, 2026
Landing Point Financial Group, LLC History No change 16,548 2,058 0.7% 0.7% 392 0 0.0% Q2 2026 Aug 06, 2026
Advisory Solutions Group, LLC History No change 16,329 2,031 0.69% 0.69% 393 0 0.0% Q2 2026 Jul 29, 2026
Axis Wealth Partners, LLC History No change 15,875 1,975 0.95% 0.95% 394 0 0.0% Q2 2026 Jul 28, 2026
Odyssey Capital Advisors, Inc. History No change 15,836 1,970 1.41% 1.41% 395 0 0.0% Q2 2026 Jul 31, 2026
Midwest Trust Co History No change 15,799 1,965 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 04, 2026
BROWN ADVISORY INC History No change 15,736 1,957 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 14, 2026
Strata Wealth Advisors, LLC History No change 15,420 1,918 0.47% 0.47% 398 0 0.0% Q2 2026 Aug 05, 2026
Paladin Advisory Group, LLC History No change 15,402 1,916 1.27% 1.27% 399 0 0.0% Q2 2026 Jul 28, 2026
Ironwood Investment Counsel, LLC History No change 15,338 1,908 0.25% 0.25% 400 0 0.0% Q2 2026 Aug 05, 2026
Brookwood Investment Group LLC History No change 15,207 1,892 0.21% 0.21% 401 0 0.0% Q2 2026 Jul 23, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 15,059 1,873 0.11% 0.11% 402 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Advisors, LLC History No change 15,012 1,867 0.1% 0.1% 403 0 0.0% Q2 2026 Aug 11, 2026
SGL Investment Advisors, Inc. History No change 14,642 1,844 0.64% 0.64% 404 0 0.0% Q2 2026 Aug 11, 2026
Security Financial Services, INC. History No change 14,668 1,824 0.25% 0.25% 405 0 0.0% Q2 2026 Jul 15, 2026
FWG Investments, LLC. History No change 14,601 1,816 0.96% 0.96% 406 0 0.0% Q2 2026 Jul 28, 2026
WealthPlan Investment Management, LLC History No change 14,490 1,802 0.09% 0.09% 407 0 0.0% Q2 2026 Jul 28, 2026
Sowell Financial Services LLC History No change 14,442 1,796 0.06% 0.06% 408 0 0.0% Q2 2026 Jul 17, 2026
Two West Capital Advisors LLC History No change 15,087 1,794 0.89% 0.89% 409 0 0.0% Q2 2026 Jul 22, 2026
Horst & Graben Wealth Management LLC History No change 14,596 1,791 0.24% 0.24% 410 0 0.0% Q2 2026 Jul 22, 2026
J.M. Arbour, LLC History No change 14,332 1,783 1.54% 1.54% 411 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 14,197 1,766 0.03% 0.03% 412 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 14,055 1,748 0.02% 0.02% 413 0 0.0% Q2 2026 Jul 27, 2026
Embree Financial Group History No change 13,969 1,737 0.17% 0.17% 414 0 0.0% Q2 2026 Jul 15, 2026
Daviman Financial, LLC History No change 13,961 1,736 0.96% 0.96% 415 0 0.0% Q2 2026 Jul 24, 2026
Physician Wealth Advisors, Inc. History No change 13,869 1,725 0.21% 0.21% 416 0 0.0% Q2 2026 Jul 20, 2026
Pachira Investments Inc. History No change 13,742 1,709 0.64% 0.64% 417 0 0.0% Q2 2026 Jul 17, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 13,681 1,702 0.63% 0.63% 418 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 13,546 1,685 0.04% 0.04% 419 0 0.0% Q2 2026 Aug 07, 2026
Rehmann Capital Advisory Group History No change 13,492 1,678 0.08% 0.08% 420 0 0.0% Q2 2026 Aug 20, 2026
VALLEY NATIONAL ADVISERS INC History No change 13,387 1,665 0.19% 0.19% 421 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisory, LLC History No change 13,390 1,665 0.06% 0.06% 422 0 0.0% Q2 2026 Aug 13, 2026
KM Capital Management Ltd. History No change 13,385 1,665 0.78% 0.78% 423 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Reduced 13,779 1,651 0.03% 0.04% 424 -119 -0.86% Q3 2026 Oct 08, 2026
Synergy Investment Management, LLC History No change 13,189 1,640 0.4% 0.4% 425 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 12,959 1,612 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 29, 2026
Capital Investment Management, Inc. History No change 12,852 1,599 0.49% 0.49% 427 0 0.0% Q2 2026 Jul 15, 2026
WEDBUSH SECURITIES INC History No change 12,722 1,583 0.04% 0.04% 428 0 0.0% Q2 2026 Jul 28, 2026
Nuveen, LLC History No change 12,658 1,574 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 11, 2026
APS Management Group, Inc. History No change 12,618 1,569 1.21% 1.21% 430 0 0.0% Q2 2026 Jul 10, 2026
Hardy Reed LLC History No change 12,520 1,557 0.1% 0.1% 431 0 0.0% Q2 2026 Aug 03, 2026
Kestra Investment Management, LLC History No change 12,462 1,550 0.03% 0.03% 432 0 0.0% Q2 2026 Aug 05, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 12,452 1,549 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 11, 2026
McAdam, LLC History No change 12,438 1,547 0.06% 0.06% 434 0 0.0% Q2 2026 Aug 04, 2026
Bison Wealth, LLC History No change 12,359 1,546 0.14% 0.14% 435 0 0.0% Q2 2026 Jul 07, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 12,415 1,544 0.08% 0.08% 436 0 0.0% Q2 2026 Jul 20, 2026
JFS WEALTH ADVISORS, LLC History No change 12,409 1,543 0.08% 0.08% 437 0 0.0% Q2 2026 Jul 10, 2026
Wingate Wealth Advisors, Inc. History No change 12,387 1,541 0.68% 0.68% 438 0 0.0% Q2 2026 Jul 29, 2026
5T Wealth, LLC History No change 12,317 1,532 0.57% 0.57% 439 0 0.0% Q2 2026 Jul 21, 2026
Dynamic Financial Group History No change 12,303 1,530 1.16% 1.16% 440 0 0.0% Q2 2026 Jul 27, 2026
STAGE HARBOR FINANCIAL, LLC History No change 12,077 1,502 0.87% 0.87% 441 0 0.0% Q2 2026 Aug 07, 2026
BEACON FINANCIAL PLANNING, INC History No change 11,927 1,484 0.5% 0.5% 442 0 0.0% Q2 2026 Aug 06, 2026
Duncan Williams Asset Management, LLC History No change 11,862 1,475 0.33% 0.33% 443 0 0.0% Q2 2026 Jul 22, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 11,562 1,438 0.22% 0.22% 444 0 0.0% Q2 2026 Jul 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 11,416 1,420 0.08% 0.08% 445 0 0.0% Q2 2026 Aug 06, 2026
CARDIFF PARK ADVISORS, LLC History No change 11,267 1,401 0.11% 0.11% 446 0 0.0% Q2 2026 Aug 14, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 11,254 1,400 0.8% 0.8% 447 0 0.0% Q2 2026 Jul 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 11,166 1,389 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 07, 2026
Claro Advisors Inc. History No change 11,103 1,381 0.14% 0.14% 449 0 0.0% Q2 2026 Jul 30, 2026
Balefire, LLC History No change 11,094 1,380 0.23% 0.23% 450 0 0.0% Q2 2026 Jul 07, 2026
Spectrum Planning & Advisory Services Inc. History No change 11,088 1,379 0.62% 0.62% 451 0 0.0% Q2 2026 Jul 14, 2026
PINNACLE ASSOCIATES LTD History No change 11,053 1,375 0.02% 0.02% 452 0 0.0% Q2 2026 Aug 03, 2026
BTC Capital Management, Inc. History No change 11,025 1,371 0.08% 0.08% 453 0 0.0% Q2 2026 Jul 16, 2026
Mechanics Bank Trust Department History No change 11,003 1,368 0.17% 0.17% 454 0 0.0% Q2 2026 Jul 07, 2026
SAGE FINANCIAL GROUP INC History No change 10,982 1,366 0.08% 0.08% 455 0 0.0% Q2 2026 Jul 21, 2026
Arcadia Wealth Management, LLC History No change 10,883 1,354 0.43% 0.43% 456 0 0.0% Q2 2026 Jul 20, 2026
Vantus Wealth LLC History No change 10,760 1,338 0.72% 0.72% 457 0 0.0% Q2 2026 Aug 07, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 10,734 1,335 0.13% 0.13% 458 0 0.0% Q2 2026 Jul 22, 2026
Signal Advisors Wealth, LLC History No change 10,675 1,328 0.07% 0.07% 459 0 0.0% Q2 2026 Aug 04, 2026
Avidian Wealth Enterprises, LLC History Reduced 11,020 1,320 0.04% 0.05% 460 -4,713 -29.96% Q3 2026 Oct 08, 2026
Kovack Advisors, Inc. History No change 10,615 1,313 0.06% 0.06% 461 0 0.0% Q2 2026 Jul 28, 2026
Plancorp, LLC History No change 10,846 1,306 0.03% 0.03% 462 0 0.0% Q2 2026 Jul 14, 2026
Verdence Capital Advisors LLC History No change 10,485 1,304 0.07% 0.07% 463 0 0.0% Q2 2026 Jul 29, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 10,449 1,301 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 14, 2026
Raleigh Capital Management Inc. History No change 10,379 1,291 0.41% 0.41% 465 0 0.0% Q2 2026 Jul 21, 2026
First Heartland Consultants, Inc. History Reduced 10,660 1,277 0.08% 0.11% 466 -2,544 -19.27% Q3 2026 Oct 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 10,208 1,270 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 11,405 1,270 0.05% 0.05% 468 0 0.0% Q2 2026 Jul 09, 2026
Mayflower Financial Advisors, LLC History No change 10,185 1,267 0.11% 0.11% 469 0 0.0% Q2 2026 Jul 09, 2026
Sovereign Financial Group, Inc. History No change 10,151 1,262 0.19% 0.19% 470 0 0.0% Q2 2026 Jul 24, 2026
Parallel Advisors, LLC History No change 10,142 1,261 0.02% 0.02% 471 0 0.0% Q2 2026 Aug 05, 2026
Transamerica Financial Advisors, LLC History No change 10,132 1,260 0.11% 0.11% 472 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 10,112 1,258 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 23, 2026
Wilmington Savings Fund Society, FSB History No change 10,063 1,252 0.03% 0.03% 474 0 0.0% Q2 2026 Jul 28, 2026
HORAN Wealth, LLC History No change 10,015 1,246 0.16% 0.16% 475 0 0.0% Q2 2026 Aug 26, 2026
Facet Wealth, Inc. History No change 10,010 1,245 0.02% 0.02% 476 0 0.0% Q2 2026 Jul 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 9,981 1,241 0.0% 0.0% 477 0 0.0% Q2 2026 Jul 28, 2026
American State Bank (Iowa) History No change 9,974 1,240 0.5% 0.5% 478 0 0.0% Q2 2026 Jul 09, 2026
Canvas Wealth Advisors, LLC History No change 9,962 1,239 0.17% 0.17% 479 0 0.0% Q2 2026 Jul 10, 2026
Archer Investment Management, LLC History No change 9,843 1,224 0.42% 0.42% 480 0 0.0% Q2 2026 Jul 07, 2026
Mainstream Capital Management LLC History No change 9,832 1,223 0.74% 0.74% 481 0 0.0% Q2 2026 Jul 15, 2026
Quest 10 Wealth Builders, Inc. History No change 9,716 1,208 0.94% 0.94% 482 0 0.0% Q2 2026 Jul 24, 2026
Accelerate Investment Advisors LLC History No change 9,616 1,196 0.69% 0.69% 483 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 9,529 1,185 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 9,473 1,178 0.01% 0.01% 485 0 0.0% Q2 2026 Jul 13, 2026
Interchange Capital Partners, LLC History No change 9,425 1,172 0.22% 0.22% 486 0 0.0% Q2 2026 Jul 20, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 9,405 1,170 0.89% 0.89% 487 0 0.0% Q2 2026 Aug 07, 2026
Robertson Stephens Wealth Management, LLC History No change 9,396 1,168 0.03% 0.03% 488 0 0.0% Q2 2026 Jul 29, 2026
Triad Wealth Partners, LLC History No change 9,557 1,166 0.07% 0.07% 489 0 0.0% Q2 2026 Aug 10, 2026
Balance Wealth Partners LLC History No change 9,362 1,164 0.31% 0.31% 490 0 0.0% Q2 2026 Jul 21, 2026
First Citizens Financial Corp History Reduced 9,667 1,158 0.49% 0.51% 491 -155 -1.58% Q3 2026 Oct 02, 2026
Sherman Wealth Management LLC History No change 9,261 1,152 0.87% 0.87% 492 0 0.0% Q2 2026 Jul 09, 2026
Calydon Capital History No change 9,234 1,148 0.17% 0.17% 493 0 0.0% Q2 2026 Aug 14, 2026
Aspire Private Capital, LLC History No change 9,175 1,141 0.24% 0.24% 494 0 0.0% Q2 2026 Jul 15, 2026
Gotham Asset Management, LLC History No change 9,156 1,139 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 9,090 1,131 0.41% 0.41% 496 0 0.0% Q2 2026 Jul 08, 2026
Avantax Planning Partners, Inc. History No change 9,056 1,126 0.03% 0.03% 497 0 0.0% Q2 2026 Jul 28, 2026
BENJAMIN EDWARDS INC History No change 8,991 1,118 0.01% 0.01% 498 0 0.0% Q2 2026 Jul 24, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 8,905 1,107 0.3% 0.3% 499 0 0.0% Q2 2026 Jul 09, 2026
Meridian Wealth Management, LLC History No change 8,886 1,105 0.03% 0.03% 500 0 0.0% Q2 2026 Aug 05, 2026
Centurion Wealth Management LLC History No change 8,806 1,095 0.26% 0.26% 501 0 0.0% Q2 2026 Jul 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 8,771 1,091 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 8,772 1,091 0.09% 0.09% 503 0 0.0% Q2 2026 Jul 28, 2026
Lifeworks Advisors, LLC History No change 8,728 1,085 0.11% 0.11% 504 0 0.0% Q2 2026 Aug 14, 2026
Mosley Wealth Management History No change 8,697 1,082 0.34% 0.34% 505 0 0.0% Q2 2026 Jul 23, 2026
Alta Wealth Advisors LLC History No change 8,694 1,081 0.29% 0.29% 506 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Wealth Advisors, Inc. History No change 8,654 1,076 0.23% 0.23% 507 0 0.0% Q2 2026 Jul 17, 2026
LVW Advisors, LLC History No change 8,629 1,073 0.09% 0.09% 508 0 0.0% Q2 2026 Jul 15, 2026
Western Wealth Management, LLC History No change 8,610 1,071 0.04% 0.04% 509 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 8,583 1,067 0.02% 0.02% 510 0 0.0% Q2 2026 Jul 14, 2026
Apella Capital, LLC History New 8,871 1,061 0.01% — 511 +8,871 New Q3 2026 Oct 08, 2026
CIBC WORLD MARKET INC. History No change 8,441 1,050 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 13, 2026
MYCIO WEALTH PARTNERS, LLC History No change 8,437 1,049 0.2% 0.2% 513 0 0.0% Q2 2026 Aug 12, 2026
BIP Wealth, LLC History No change 8,351 1,039 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 03, 2026
Barnes Wealth Management Group, Inc History No change 8,333 1,036 0.48% 0.48% 515 0 0.0% Q2 2026 Jul 24, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 8,317 1,034 0.32% 0.32% 516 0 0.0% Q2 2026 Jul 29, 2026
Global Wealth Management Investment Advisory, Inc. History No change 8,190 1,019 0.15% 0.15% 517 0 0.0% Q2 2026 Jul 29, 2026
Braun-Bostich & Associates Inc. History No change 8,124 1,010 0.56% 0.56% 518 0 0.0% Q2 2026 Jul 24, 2026
Milestone Investment Advisors LLC History No change 8,114 1,009 0.22% 0.22% 519 0 0.0% Q2 2026 Aug 14, 2026
Causey Wealth LLC History No change 8,055 1,002 0.39% 0.39% 520 0 0.0% Q2 2026 Aug 11, 2026
Pointe Capital Management LLC History No change 8,026 998 0.45% 0.45% 521 0 0.0% Q2 2026 Aug 14, 2026
Targeted Financial Services LLC History No change 7,956 989 0.73% 0.73% 522 0 0.0% Q2 2026 Jul 16, 2026
Advocacy Wealth Management, LLC History No change 7,909 984 0.04% 0.04% 523 0 0.0% Q2 2026 Jul 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 7,906 983 0.07% 0.07% 524 0 0.0% Q2 2026 Aug 04, 2026
Taylor & Morgan Wealth Management, LLC History No change 8,209 983 0.47% 0.5% 525 0 0.0% Q3 2026 Oct 09, 2026
WASHINGTON TRUST Co History No change 7,895 982 0.03% 0.03% 526 0 0.0% Q2 2026 Aug 03, 2026
Jacobi Capital Management LLC History No change 7,868 978 0.05% 0.05% 527 0 0.0% Q2 2026 Jul 31, 2026
GGM Financial LLC History No change 7,846 976 0.37% 0.37% 528 0 0.0% Q2 2026 Jul 23, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 8,110 971 0.2% 0.2% 529 +61 0.76% Q3 2026 Oct 05, 2026
Sound Financial Strategies Group, LLC History No change 7,798 970 0.62% 0.62% 530 0 0.0% Q2 2026 Aug 10, 2026
Berger Financial Group, Inc History No change 7,783 968 0.05% 0.05% 531 0 0.0% Q2 2026 Aug 04, 2026
James J. Burns & Company, LLC History No change 7,751 964 0.1% 0.1% 532 0 0.0% Q2 2026 Aug 06, 2026
Madden Advisory Services, Inc. History No change 7,747 963 0.35% 0.35% 533 0 0.0% Q2 2026 Aug 04, 2026
Palisade Asset Management, LLC History No change 7,684 956 0.09% 0.09% 534 0 0.0% Q2 2026 Jul 20, 2026
Fragasso Financial Advisors Inc History No change 7,689 956 0.05% 0.05% 535 0 0.0% Q2 2026 Jul 09, 2026
UNIQUE WEALTH, LLC History No change 7,581 943 0.11% 0.11% 536 0 0.0% Q2 2026 Jul 21, 2026
Bryn Mawr Trust Advisors, LLC History No change 7,541 938 0.04% 0.04% 537 0 0.0% Q2 2026 Aug 03, 2026
Lloyd Advisory Services, LLC. History No change 7,478 930 0.36% 0.36% 538 0 0.0% Q2 2026 Aug 07, 2026
LMCG INVESTMENTS, LLC History No change 7,448 926 0.05% 0.05% 539 0 0.0% Q2 2026 Jul 22, 2026
Asempa Wealth Advisors History Reduced 7,699 917 0.7% 0.76% 540 -473 -5.79% Q3 2026 Oct 07, 2026
Klingman & Associates, LLC History No change 7,325 911 0.04% 0.04% 541 0 0.0% Q2 2026 Jul 29, 2026
Financial Perspectives, Inc History No change 7,312 909 0.22% 0.22% 542 0 0.0% Q2 2026 Jul 24, 2026
Latitude Advisors, LLC History No change 7,273 904 0.36% 0.36% 543 0 0.0% Q2 2026 Jul 27, 2026
Prospera Financial Services Inc History No change 7,175 893 0.01% 0.01% 544 0 0.0% Q2 2026 Jul 15, 2026
SWP FINANCIAL LLC History No change 7,173 892 0.41% 0.41% 545 0 0.0% Q2 2026 Jul 24, 2026
Noble Family Wealth, LLC History No change 7,160 890 0.16% 0.16% 546 0 0.0% Q2 2026 Aug 04, 2026
Koss-Olinger Consulting, LLC History No change 7,123 886 0.07% 0.07% 547 0 0.0% Q2 2026 Aug 10, 2026
NORTHLAND SECURITIES, INC. History No change 7,110 884 0.51% 0.51% 548 0 0.0% Q2 2026 Aug 04, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 7,080 880 0.09% 0.09% 549 0 0.0% Q2 2026 Jul 24, 2026
Copia Wealth Management History No change 7,051 877 0.53% 0.53% 550 0 0.0% Q2 2026 Aug 17, 2026
Net Worth Advisory Group History No change 7,032 874 0.22% 0.22% 551 0 0.0% Q2 2026 Jul 13, 2026
RCS Financial Planning, LLC History No change 7,023 873 0.41% 0.41% 552 0 0.0% Q2 2026 Jul 22, 2026
Confluence Wealth Services, Inc. History No change 6,963 866 0.02% 0.02% 553 0 0.0% Q2 2026 Jul 22, 2026
NICOLET BANKSHARES INC History No change 6,940 863 0.03% 0.03% 554 0 0.0% Q2 2026 Aug 11, 2026
Americana Partners, LLC History No change 6,914 860 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 05, 2026
KINTRA WEALTH, LLC History No change 6,757 859 0.04% 0.04% 556 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 6,912 859 0.66% 0.66% 557 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 6,860 853 0.02% 0.02% 558 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 6,842 851 0.04% 0.04% 559 0 0.0% Q2 2026 Jul 16, 2026
Diversified Enterprises, LLC History No change 6,823 848 0.04% 0.04% 560 0 0.0% Q2 2026 Jul 31, 2026
Independent Advisor Alliance History No change 6,800 846 0.02% 0.02% 561 0 0.0% Q2 2026 Aug 12, 2026
SilverOak Wealth Management LLC History No change 6,805 846 0.11% 0.11% 562 0 0.0% Q2 2026 Jul 29, 2026
Semus Wealth Partners LLC History No change 6,793 845 0.41% 0.41% 563 0 0.0% Q2 2026 Aug 10, 2026
Redhawk Wealth Advisors, Inc. History No change 6,719 836 0.08% 0.08% 564 0 0.0% Q2 2026 Jul 09, 2026
OMNI 360 Wealth, Inc. History No change 6,698 833 0.38% 0.38% 565 0 0.0% Q2 2026 Jul 13, 2026
Argent Trust Co History No change 6,687 832 0.02% 0.02% 566 0 0.0% Q2 2026 Aug 06, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 6,674 830 0.1% 0.1% 567 0 0.0% Q2 2026 Aug 13, 2026
UNIVEST FINANCIAL Corp History No change 6,657 828 0.04% 0.04% 568 0 0.0% Q2 2026 Aug 07, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 6,569 817 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group History No change 6,565 816 0.05% 0.05% 570 0 0.0% Q2 2026 Jul 29, 2026
FLP Wealth Management, LLC History No change 6,539 813 1.45% 1.45% 571 0 0.0% Q2 2026 Jul 28, 2026
Central Pacific Bank - Trust Division History No change 6,715 804 0.08% 0.08% 572 0 0.0% Q3 2026 Oct 05, 2026
ROCKLAND TRUST CO History Reduced 6,619 793 0.03% 0.03% 573 -22 -0.33% Q3 2026 Oct 05, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 6,606 791 0.15% 0.11% 574 +2,606 65.15% Q3 2026 Oct 05, 2026
Diversified Trust Co History No change 6,254 778 0.01% 0.01% 575 0 0.0% Q2 2026 Jul 17, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 6,251 777 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 07, 2026
HAZLETT, BURT & WATSON, INC. History No change 6,206 773 0.21% 0.21% 577 0 0.0% Q2 2026 Jul 30, 2026
ASL Financial, LLC History No change 6,220 773 0.54% 0.54% 578 0 0.0% Q2 2026 Jul 21, 2026
Tassel Capital Management, Inc. History No change 6,131 762 0.36% 0.36% 579 0 0.0% Q2 2026 Aug 07, 2026
Avantra Family Wealth, Inc. History No change 6,028 750 0.48% 0.48% 580 0 0.0% Q2 2026 Jul 29, 2026
HRC WEALTH MANAGEMENT, LLC History No change 6,021 749 0.31% 0.31% 581 0 0.0% Q2 2026 Jul 10, 2026
BAYBAN History No change 5,997 746 0.57% 0.57% 582 0 0.0% Q2 2026 Jul 30, 2026
EWA, LLC History No change 5,994 745 0.14% 0.14% 583 0 0.0% Q2 2026 Jul 14, 2026
Cypress Capital Group History No change 5,958 741 0.07% 0.07% 584 0 0.0% Q2 2026 Aug 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 5,932 738 0.04% 0.04% 585 0 0.0% Q2 2026 Aug 11, 2026
Evercore Wealth Management, LLC History No change 5,864 729 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 14, 2026
Skyline Advisors, Inc. History No change 5,851 727 0.23% 0.23% 587 0 0.0% Q2 2026 Jul 20, 2026
ASSOCIATED BANC-CORP History No change 5,822 724 0.02% 0.02% 588 0 0.0% Q2 2026 Jul 31, 2026
Caprock Group, LLC History No change 5,777 718 0.01% 0.01% 589 0 0.0% Q2 2026 Jul 27, 2026
KPP Advisory Services LLC History No change 5,713 710 0.09% 0.09% 590 0 0.0% Q2 2026 Jul 24, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,690 707 0.01% 0.01% 591 0 0.0% Q2 2026 Sep 23, 2026
Scarborough Advisors, LLC History No change 5,706 705 0.08% 0.08% 592 0 0.0% Q2 2026 Jul 21, 2026
Vision Retirement, LLC History No change 5,671 705 0.17% 0.17% 593 0 0.0% Q2 2026 Jul 21, 2026
Bogart Wealth, LLC History No change 5,656 703 0.02% 0.02% 594 0 0.0% Q2 2026 Jul 24, 2026
Institute for Wealth Management, LLC. History No change 5,623 699 0.06% 0.06% 595 0 0.0% Q2 2026 Jul 28, 2026
Haverford Trust Co History No change 5,593 695 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 12, 2026
Sentinel Advisory Group, LLC History No change 5,590 695 0.28% 0.28% 597 0 0.0% Q2 2026 Jul 23, 2026
TD Waterhouse Canada Inc. History No change 5,577 693 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 27, 2026
Legacy Wealth Partners, LLC History No change 5,535 688 0.15% 0.15% 599 0 0.0% Q2 2026 Jul 22, 2026
EverSource Wealth Advisors, LLC History No change 5,526 687 0.02% 0.02% 600 0 0.0% Q2 2026 Jul 24, 2026
Schneider Downs Wealth Management Advisors, LP History No change 5,471 680 0.06% 0.06% 601 0 0.0% Q2 2026 Aug 05, 2026
Legacy Edge Advisors, LLC History No change 5,470 680 0.06% 0.06% 602 0 0.0% Q2 2026 Aug 11, 2026
Betterment LLC History No change 5,460 679 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 14, 2026
Birch Hill Investment Advisors LLC History No change 5,450 678 0.03% 0.03% 604 0 0.0% Q2 2026 Jul 21, 2026
WORLD EQUITY GROUP, INC. History No change 5,388 670 0.15% 0.15% 605 0 0.0% Q2 2026 Jul 09, 2026
STEPHENS INC /AR/ History No change 5,335 663 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 29, 2026
ALERUS FINANCIAL NA History No change 5,326 662 0.03% 0.03% 607 0 0.0% Q2 2026 Aug 13, 2026
Kelman-Lazarov, Inc. History No change 5,295 658 0.09% 0.09% 608 0 0.0% Q2 2026 Aug 10, 2026
Independence Bank of Kentucky History No change 5,266 655 0.07% 0.07% 609 0 0.0% Q2 2026 Jul 13, 2026
Choate Investment Advisors History No change 5,148 640 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 11, 2026
Decker Retirement Planning Inc. History No change 5,138 639 0.22% 0.22% 611 0 0.0% Q2 2026 Jul 16, 2026
Patriot Financial Group Insurance Agency, LLC History No change 5,123 637 0.07% 0.07% 612 0 0.0% Q2 2026 Jul 16, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,120 636 0.01% 0.01% 613 0 0.0% Q2 2026 Jul 15, 2026
Ascentis Wealth Management, LLC History No change 5,092 633 0.09% 0.09% 614 0 0.0% Q2 2026 Jul 30, 2026
TRUST CO OF VERMONT History No change 5,057 629 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 07, 2026
Koshinski Asset Management, Inc. History No change 5,055 628 0.03% 0.03% 616 0 0.0% Q2 2026 Jul 27, 2026
MainStreet Investment Advisors LLC History No change 5,015 623 0.08% 0.08% 617 0 0.0% Q2 2026 Aug 12, 2026
Inspire Advisors, LLC History No change 5,014 623 0.04% 0.04% 618 0 0.0% Q2 2026 Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 5,007 622 0.22% 0.22% 619 0 0.0% Q2 2026 Aug 07, 2026
Narus Financial Partners, LLC History No change 4,988 620 0.16% 0.16% 620 0 0.0% Q2 2026 Jul 31, 2026
Montecito Bank & Trust History No change 5,156 617 0.09% 0.1% 621 0 0.0% Q3 2026 Oct 01, 2026
Centennial Advisors, LLC History No change 4,964 617 0.74% 0.74% 622 0 0.0% Q2 2026 Jul 27, 2026
OpenArc Corporate Advisory, LLC History No change 4,937 614 0.01% 0.01% 623 0 0.0% Q2 2026 Aug 05, 2026
PFG Investments, LLC History No change 4,873 606 0.02% 0.02% 624 0 0.0% Q2 2026 Jul 23, 2026
Spectrum Advisors, Inc. History No change 4,783 595 0.42% 0.42% 625 0 0.0% Q2 2026 Oct 07, 2026
Jordan Park Group LLC History No change 4,738 589 0.03% 0.03% 626 0 0.0% Q2 2026 Aug 11, 2026
GWN SECURITIES INC. History No change 4,729 588 0.1% 0.1% 627 0 0.0% Q2 2026 Aug 05, 2026
Athena Investment Management History No change 4,619 574 0.34% 0.34% 628 0 0.0% Q2 2026 Aug 06, 2026
Cedar Point Capital Partners, LLC History No change 4,598 572 0.33% 0.33% 629 0 0.0% Q2 2026 Jul 27, 2026
StoneX Group Inc. History No change 4,595 571 0.02% 0.02% 630 0 0.0% Q2 2026 Aug 12, 2026
Hyundai Investments Co., Ltd. History No change 4,624 569 0.62% 0.62% 631 0 0.0% Q2 2026 Aug 14, 2026
Aprio Wealth Management, LLC History No change 4,523 562 0.03% 0.03% 632 0 0.0% Q2 2026 Jul 24, 2026
Leisure Capital Management History No change 4,477 557 0.17% 0.17% 633 0 0.0% Q2 2026 Jul 24, 2026
Aegis Wealth Management, Inc. History No change 4,462 555 0.36% 0.36% 634 0 0.0% Q2 2026 Jul 16, 2026
BEACON FINANCIAL GROUP History No change 4,446 553 0.05% 0.05% 635 0 0.0% Q2 2026 Jul 16, 2026
Maridea Wealth Management LLC History No change 4,446 553 0.06% 0.06% 636 0 0.0% Q2 2026 Aug 06, 2026
Chicago Partners Investment Group LLC History No change 4,631 551 0.01% 0.01% 637 0 0.0% Q2 2026 Jul 29, 2026
Chatterton & Associates Inc. History No change 4,493 550 0.32% 0.32% 638 0 0.0% Q2 2026 Jul 14, 2026
UPTICK PARTNERS, LLC History No change 4,404 547 0.09% 0.09% 639 0 0.0% Q2 2026 Aug 10, 2026
Daybright Advisory Services, Inc. History No change 4,505 547 0.13% 0.13% 640 0 0.0% Q2 2026 Aug 04, 2026
MONECO ADVISORS, LLC History No change 4,371 543 0.03% 0.03% 641 0 0.0% Q2 2026 Aug 11, 2026
Elevated Capital Advisors, LLC History No change 4,353 541 0.15% 0.15% 642 0 0.0% Q2 2026 Aug 03, 2026
49 WEALTH MANAGEMENT, LLC History No change 4,333 539 0.1% 0.1% 643 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 4,333 539 0.1% 0.1% 644 0 0.0% Q2 2026 Aug 14, 2026
Peterson Wealth Advisors, LLC History Added to 4,491 538 0.06% 0.07% 646 +12 0.27% Q3 2026 Oct 08, 2026
HARBOUR INVESTMENTS, INC. History No change 4,325 538 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 4,318 537 0.03% 0.03% 647 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 4,295 534 0.14% 0.14% 648 0 0.0% Q2 2026 Jul 23, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 4,294 534 0.01% 0.01% 649 0 0.0% Q2 2026 Jul 31, 2026
National Philanthropic Trust History No change 4,282 532 0.01% 0.01% 650 0 0.0% Q2 2026 Aug 14, 2026
Harbour Capital Advisors, LLC History No change 4,321 529 0.1% 0.1% 651 0 0.0% Q2 2026 Jul 15, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 4,251 528 0.18% 0.18% 652 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 4,216 524 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 05, 2026
Continuum Advisory, LLC History No change 4,215 524 0.04% 0.04% 654 0 0.0% Q2 2026 Aug 06, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 4,197 522 0.19% 0.19% 655 0 0.0% Q2 2026 Aug 11, 2026
Elevation Wealth Management LLC History No change 4,163 518 0.39% 0.39% 656 0 0.0% Q2 2026 Jul 29, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 4,140 515 0.05% 0.05% 657 0 0.0% Q2 2026 Jul 13, 2026
ASPIRIANT, LLC History No change 4,137 514 0.01% 0.01% 658 0 0.0% Q2 2026 Jul 20, 2026
JT Stratford LLC History No change 4,136 514 0.06% 0.06% 659 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 4,213 504 0.01% 0.01% 660 -24 -0.57% Q3 2026 Oct 05, 2026
Plante Moran Financial Advisors, LLC History No change 4,043 503 0.02% 0.02% 661 0 0.0% Q2 2026 Aug 06, 2026
Redwood Investment Management, LLC History No change 4,044 503 0.05% 0.05% 662 0 0.0% Q2 2026 Aug 14, 2026
Hickory Point Bank & Trust History No change 4,174 500 0.3% 0.31% 663 0 0.0% Q3 2026 Oct 01, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 4,005 498 0.11% 0.11% 664 0 0.0% Q2 2026 Aug 10, 2026
Vann Equity Management LLC History Added to 4,145 496 0.29% 0.31% 665 +52 1.27% Q3 2026 Oct 07, 2026
Blue Capital, Inc. History No change 3,971 494 0.31% 0.31% 666 0 0.0% Q2 2026 Aug 11, 2026
Advisory Alpha, LLC History No change 3,952 491 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 11, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 3,902 485 0.74% 0.74% 668 0 0.0% Q2 2026 Jul 16, 2026
Hilltop National Bank History No change 3,875 482 0.1% 0.1% 669 0 0.0% Q2 2026 Jul 01, 2026
EASTERN BANK History Reduced 4,002 479 0.01% 0.01% 670 -2,115 -34.58% Q3 2026 Oct 05, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 3,846 478 0.07% 0.07% 671 0 0.0% Q2 2026 Aug 12, 2026
Fiscal Wisdom Wealth Management, LLC History No change 3,814 474 0.4% 0.4% 672 0 0.0% Q2 2026 Jul 21, 2026
Gallagher Fiduciary Advisors, LLC History No change 3,798 472 0.02% 0.02% 673 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History No change 3,793 471 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 27, 2026
Kelly Financial Services LLC History No change 3,783 470 0.1% 0.1% 675 0 0.0% Q2 2026 Jul 14, 2026
Unified Investment Management History No change 3,779 470 0.43% 0.43% 676 0 0.0% Q2 2026 Jul 27, 2026
Pines Wealth Management, LLC History No change 3,773 469 0.13% 0.13% 677 0 0.0% Q2 2026 Jul 22, 2026
PUREfi Wealth, LLC History No change 3,747 466 0.26% 0.26% 678 0 0.0% Q2 2026 Jul 27, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,744 465 0.01% 0.01% 679 0 0.0% Q2 2026 Jul 20, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 3,737 464 0.03% 0.03% 680 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,690 459 0.01% 0.01% 681 0 0.0% Q2 2026 Jul 15, 2026
Guidance Point Advisors, LLC History No change 3,663 455 0.1% 0.1% 682 0 0.0% Q2 2026 Jul 31, 2026
Wolff Financial Management LLC History No change 3,652 454 0.09% 0.09% 683 0 0.0% Q2 2026 Jul 16, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3,615 449 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 20, 2026
Aspen Wealth Management LLC History No change 3,582 445 0.08% 0.08% 685 0 0.0% Q2 2026 Jul 31, 2026
VestGen Investment Management History No change 3,568 443 0.23% 0.23% 686 0 0.0% Q2 2026 Jul 31, 2026
Arvest Bank Trust Division History No change 3,557 442 0.02% 0.02% 687 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 3,555 442 0.01% 0.01% 688 0 0.0% Q2 2026 Jul 31, 2026
Fermata Advisors, LLC History No change 3,553 442 0.09% 0.09% 689 0 0.0% Q2 2026 Jul 07, 2026
Cooper Financial Group History Reduced 3,680 441 0.04% 0.04% 690 -102 -2.7% Q3 2026 Oct 07, 2026
THEORY FINANCIAL LLC History No change 3,541 440 0.14% 0.14% 691 0 0.0% Q2 2026 Jul 31, 2026
FSA Advisors, Inc. History No change 3,517 437 0.2% 0.2% 692 0 0.0% Q2 2026 Aug 17, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 3,519 437 0.18% 0.18% 693 0 0.0% Q2 2026 Jul 16, 2026
GHP Investment Advisors, Inc. History No change 3,506 436 0.02% 0.02% 694 0 0.0% Q2 2026 Jul 17, 2026
Triangle Securities Wealth Management History No change 3,512 436 0.09% 0.09% 695 0 0.0% Q2 2026 Jul 14, 2026
FULTON BANK, N.A. History No change 3,497 435 0.01% 0.01% 696 0 0.0% Q2 2026 Jul 09, 2026
SAPIENT CAPITAL LLC History Added to 3,609 432 0.01% 0.01% 697 +29 0.81% Q3 2026 Oct 08, 2026
CENTAURUS FINANCIAL, INC. History No change 3,461 431 0.02% 0.02% 698 0 0.0% Q2 2026 Aug 17, 2026
CGN Advisors LLC History No change 3,460 430 0.03% 0.03% 699 0 0.0% Q2 2026 Jul 06, 2026
Milestone Asset Management Group, LLC History No change 3,449 429 0.22% 0.22% 700 0 0.0% Q2 2026 Jul 30, 2026
DOLIVER ADVISORS, LP History Reduced 3,566 427 0.09% 0.1% 701 -4 -0.11% Q3 2026 Oct 01, 2026
Waldron Private Wealth LLC History No change 3,439 427 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 20, 2026
Evanson Financial, LLC History No change 3,431 426 0.02% 0.02% 703 0 0.0% Q2 2026 Jul 07, 2026
Connecticut Wealth Management, LLC History No change 3,422 425 0.02% 0.02% 704 0 0.0% Q2 2026 Jul 29, 2026
Moors & Cabot, Inc. History No change 3,385 421 0.02% 0.02% 705 0 0.0% Q2 2026 Aug 10, 2026
Aspire Capital Advisors LLC History No change 3,355 417 0.08% 0.08% 706 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 3,348 416 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 11, 2026
Bragg Financial Advisors, Inc History No change 3,331 414 0.01% 0.01% 708 0 0.0% Q2 2026 Aug 12, 2026
Quantum Portfolio Management LLC History No change 3,262 405 0.15% 0.15% 709 0 0.0% Q2 2026 Aug 14, 2026
CONNING INC. History No change 3,255 404 0.01% 0.01% 710 0 0.0% Q2 2026 Jul 30, 2026
ALLIANCEBERNSTEIN L.P. History No change 3,623 403 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 3,238 402 0.02% 0.02% 712 0 0.0% Q2 2026 Jul 21, 2026
XY Planning Network, Inc. History No change 3,224 401 0.05% 0.05% 713 0 0.0% Q2 2026 Jul 14, 2026
Laurel Wealth Advisors LLC History No change 3,207 399 0.04% 0.04% 714 0 0.0% Q2 2026 Jul 17, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 3,214 399 0.09% 0.09% 715 0 0.0% Q2 2026 Jul 16, 2026
Sterling Group Wealth Management, LLC History No change 3,193 397 0.16% 0.16% 716 0 0.0% Q2 2026 Aug 03, 2026
Urban Financial Advisory Corp History No change 3,170 394 0.11% 0.11% 717 0 0.0% Q2 2026 Aug 06, 2026
SEEDS INVESTOR LLC History No change 3,165 393 0.04% 0.04% 718 0 0.0% Q2 2026 Aug 12, 2026
Tempus Wealth Planning, LLC History No change 3,155 392 0.08% 0.08% 719 0 0.0% Q2 2026 Jul 22, 2026
Modera Wealth Management, LLC History No change 3,128 389 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 03, 2026
MEITAV INVESTMENT HOUSE LTD History No change 3,115 387 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 20, 2026
Brand Asset Management Group, Inc. History No change 3,103 386 0.09% 0.09% 722 0 0.0% Q2 2026 Aug 12, 2026
Heartwood Wealth Advisors LLC History No change 3,227 386 0.03% 0.03% 723 0 0.0% Q3 2026 Oct 05, 2026
Ledyard National Bank History No change 3,094 384 0.03% 0.03% 724 0 0.0% Q2 2026 Jul 16, 2026
Perennial Investment Advisors, LLC History No change 3,073 382 0.03% 0.03% 725 0 0.0% Q2 2026 Aug 14, 2026
Spinnaker Investment Group, LLC History No change 3,064 381 0.06% 0.06% 726 0 0.0% Q2 2026 Jul 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,056 380 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 13, 2026
Pettinga Financial Advisors LLC History No change 3,058 380 0.06% 0.06% 728 0 0.0% Q2 2026 Jul 09, 2026
Walkner Condon Financial Advisors LLC History No change 3,014 375 0.04% 0.04% 729 0 0.0% Q2 2026 Jul 27, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 2,998 373 0.23% 0.23% 730 0 0.0% Q2 2026 Aug 13, 2026
STRATEGY ASSET MANAGERS LLC History No change 2,993 372 0.06% 0.06% 731 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Strategies, Inc. History No change 2,976 370 0.03% 0.03% 732 0 0.0% Q2 2026 Jul 24, 2026
Mission Financial Group, LLC History No change 2,975 370 0.31% 0.31% 733 0 0.0% Q2 2026 Aug 12, 2026
PATTEN & PATTEN INC/TN History No change 2,950 367 0.02% 0.02% 734 0 0.0% Q2 2026 Aug 05, 2026
GeoWealth Management, LLC History No change 2,956 367 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 30, 2026
LongView Wealth Management History No change 2,944 366 0.09% 0.09% 736 0 0.0% Q2 2026 Jul 17, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 2,894 360 0.18% 0.18% 737 0 0.0% Q2 2026 Aug 12, 2026
Elevated Financial Group LLC History No change 2,899 360 0.1% 0.1% 738 0 0.0% Q2 2026 Jul 22, 2026
Sequent Planning LLC History No change 2,891 359 0.08% 0.08% 739 0 0.0% Q2 2026 Aug 14, 2026
Atlatl Advisers LLC History No change 2,891 359 0.09% 0.09% 740 0 0.0% Q2 2026 Jul 22, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 2,890 359 0.26% 0.26% 741 0 0.0% Q2 2026 Jul 24, 2026
TD Capital Management LLC History No change 2,880 358 0.03% 0.03% 742 0 0.0% Q2 2026 Aug 06, 2026
Main Street Financial Solutions, LLC History No change 2,869 356 0.02% 0.02% 743 0 0.0% Q2 2026 Aug 07, 2026
CIBC Bancorp USA Inc. History No change 2,849 354 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 2,807 349 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 12, 2026
Midwest Heritage Bank, FSB History No change 2,807 349 0.1% 0.1% 746 0 0.0% Q2 2026 Jul 28, 2026
Talisman Wealth Advisors LLC History No change 2,808 349 0.26% 0.26% 747 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 2,795 347 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 2,782 346 0.02% 0.02% 749 0 0.0% Q2 2026 Jul 21, 2026
Hurlow Wealth Management Group, Inc. History No change 2,777 345 0.07% 0.07% 750 0 0.0% Q2 2026 Aug 05, 2026
Vident Advisory, LLC History No change 2,759 343 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 12, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 2,762 343 0.15% 0.15% 752 0 0.0% Q2 2026 Aug 14, 2026
Strathmore Capital Advisors, Inc. History No change 2,830 342 0.09% 0.09% 753 0 0.0% Q2 2026 Aug 10, 2026
Rollins Financial Advisors, LLC History No change 2,736 340 0.04% 0.04% 754 0 0.0% Q2 2026 Aug 04, 2026
Global Wealth Strategies & Associates History Added to 2,816 337 0.06% 0.05% 756 +535 23.45% Q3 2026 Oct 01, 2026
ERn Financial, LLC History No change 2,711 337 0.06% 0.06% 755 0 0.0% Q2 2026 Jul 23, 2026
Rossby Financial, LCC History No change 2,695 335 0.06% 0.06% 757 0 0.0% Q2 2026 Aug 04, 2026
FOCUSED ALPHA, LLC History No change 2,677 333 0.09% 0.09% 758 0 0.0% Q2 2026 Aug 07, 2026
SCOTIA CAPITAL INC. History No change 2,670 332 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 11, 2026
FLC Capital Advisors History No change 2,671 332 0.05% 0.05% 760 0 0.0% Q2 2026 Jul 20, 2026
KFA Private Wealth Group, LLC History Added to 2,766 331 0.08% 0.08% 761 +218 8.56% Q3 2026 Oct 07, 2026
Madison Wealth Partners, Inc History No change 2,661 331 0.04% 0.04% 762 0 0.0% Q2 2026 Aug 12, 2026
Wedmont Private Capital History No change 2,782 331 0.01% 0.01% 763 0 0.0% Q3 2026 Oct 09, 2026
CORTLAND ASSOCIATES INC/MO History No change 2,614 325 0.05% 0.05% 764 0 0.0% Q2 2026 Jul 28, 2026
Fisher Asset Management, LLC History No change 2,606 324 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 04, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 2,610 324 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 10, 2026
Index Technologies Group LLC History No change 2,606 324 0.26% 0.26% 767 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 2,600 323 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 06, 2026
Hemenway Trust Co LLC History No change 2,600 323 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 10, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 2,591 322 0.27% 0.27% 770 0 0.0% Q2 2026 Aug 03, 2026
CERTUITY, LLC History No change 2,581 321 0.02% 0.02% 771 0 0.0% Q2 2026 Jul 28, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 2,572 320 0.03% 0.03% 772 0 0.0% Q2 2026 Jul 28, 2026
SUTTON PLACE INVESTORS LLC History No change 2,568 319 0.15% 0.15% 773 0 0.0% Q2 2026 Aug 06, 2026
LANE BROTHERS & CO INC History No change 2,551 317 0.21% 0.21% 774 0 0.0% Q2 2026 Aug 05, 2026
KELLY FINANCIAL GROUP LLC History No change 2,539 315 0.07% 0.07% 775 0 0.0% Q2 2026 Jul 14, 2026
Quartz Partners, LLC History No change 2,524 314 0.1% 0.1% 776 0 0.0% Q2 2026 Aug 10, 2026
NOVUS ADVISORS, LLC History No change 2,513 312 0.65% 0.65% 777 0 0.0% Q2 2026 Jul 27, 2026
Retirement Solution LLC History No change 2,500 311 0.06% 0.06% 778 0 0.0% Q2 2026 Aug 11, 2026
EHRLICH FINANCIAL GROUP History No change 2,500 311 0.16% 0.16% 779 0 0.0% Q2 2026 Jul 09, 2026
Provenance Wealth Advisors, LLC History No change 2,504 311 0.03% 0.03% 780 0 0.0% Q2 2026 Jul 24, 2026
Legacy Wealth Asset Management, LLC History No change 2,587 310 0.07% 0.07% 781 0 0.0% Q3 2026 Oct 08, 2026
JGP Wealth Management, LLC History No change 2,483 308 0.03% 0.03% 782 0 0.0% Q2 2026 Jul 07, 2026
ALTFEST L J & CO INC History No change 2,473 307 0.03% 0.03% 783 0 0.0% Q2 2026 Jul 30, 2026
Bonfire Financial History No change 2,468 307 0.2% 0.2% 784 0 0.0% Q2 2026 Aug 07, 2026
Synergy Financial Group, LTD History No change 2,473 307 0.22% 0.22% 785 0 0.0% Q2 2026 Aug 04, 2026
MONEY CONCEPTS CAPITAL CORP History No change 2,457 305 0.01% 0.01% 786 0 0.0% Q2 2026 Aug 04, 2026
My Personal CFO, LLC History No change 2,447 304 0.12% 0.12% 787 0 0.0% Q2 2026 Jul 21, 2026
Resurgent Financial Advisors LLC History No change 2,422 301 0.08% 0.08% 788 0 0.0% Q2 2026 Aug 14, 2026
McGlone Suttner Wealth Management, Inc. History No change 2,422 301 0.04% 0.04% 789 0 0.0% Q2 2026 Jul 21, 2026
WEALTHGARDEN F.S. LLC History No change 2,394 297 0.17% 0.17% 790 0 0.0% Q2 2026 Jul 31, 2026
Venture Visionary Partners LLC History Added to 2,473 296 0.01% 0.01% 791 +35 1.44% Q3 2026 Oct 07, 2026
Goldstein Advisors, LLC History No change 2,386 296 0.03% 0.03% 792 0 0.0% Q2 2026 Jul 20, 2026
Yoffe Investment Management, LLC History No change 2,358 293 0.34% 0.34% 793 0 0.0% Q2 2026 Jul 09, 2026
Goelzer Investment Management, Inc. History No change 2,347 292 0.01% 0.01% 794 0 0.0% Q2 2026 Jul 14, 2026
Oakworth Capital, Inc. History No change 2,355 292 0.01% 0.01% 795 0 0.0% Q2 2026 Jul 22, 2026
Fonville Wealth Management LLC History No change 2,345 291 0.05% 0.05% 796 0 0.0% Q2 2026 Jul 28, 2026
Clear Retirement Advice LLC History No change 2,331 290 0.2% 0.2% 797 0 0.0% Q2 2026 Jul 15, 2026
Cedarwood Wealth LLC History No change 2,325 289 0.22% 0.22% 798 0 0.0% Q2 2026 Jul 23, 2026
Williams Jones Wealth Management, LLC. History No change 2,317 288 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 05, 2026
Proactive Wealth Strategies LLC History No change 2,319 288 0.05% 0.05% 800 0 0.0% Q2 2026 Aug 10, 2026
Beacon Financial Advisory LLC History No change 2,313 287 0.06% 0.06% 801 0 0.0% Q2 2026 Aug 05, 2026
Orin Green Financial, LLC History No change 2,310 287 0.11% 0.11% 802 0 0.0% Q2 2026 Jul 13, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 2,283 284 0.02% 0.02% 803 0 0.0% Q2 2026 Aug 03, 2026
Walleye Partners, LLC History No change 2,265 281 0.32% 0.32% 804 0 0.0% Q2 2026 Jul 24, 2026
JMG Financial Group, Ltd. History No change 2,256 280 0.01% 0.01% 805 0 0.0% Q2 2026 Jul 31, 2026
Bernicke Wealth Management, Ltd. History No change 2,227 277 0.03% 0.03% 806 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 2,197 273 0.01% 0.01% 807 0 0.0% Q2 2026 Jul 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,218 272 0.02% 0.02% 808 0 0.0% Q2 2026 Jul 22, 2026
TritonPoint Partners, LLC History No change 2,179 271 0.02% 0.02% 809 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 2,170 270 0.01% 0.01% 810 0 0.0% Q2 2026 Jul 22, 2026
A4 Wealth Advisors LLC History No change 2,134 265 0.18% 0.18% 811 0 0.0% Q2 2026 Jul 28, 2026
Neumann Capital Management, LLC History No change 2,125 264 0.17% 0.17% 812 0 0.0% Q2 2026 Jul 10, 2026
CRA Financial Services, LLC History No change 2,125 264 0.03% 0.03% 813 0 0.0% Q2 2026 Jul 24, 2026
Stirlingshire Investments, Inc. History No change 2,108 262 0.19% 0.19% 814 0 0.0% Q2 2026 Jul 31, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 2,100 261 0.02% 0.02% 815 0 0.0% Q2 2026 Aug 12, 2026
Freestone Capital Holdings, LLC History No change 2,096 260 0.01% 0.01% 816 0 0.0% Q2 2026 Jul 31, 2026
Sanchez Gaunt Capital Management, LLC History No change 2,097 260 0.15% 0.15% 817 0 0.0% Q2 2026 Aug 14, 2026
Financial Partners Group, Inc History No change 2,084 259 0.03% 0.03% 818 0 0.0% Q2 2026 Jul 23, 2026
Networth Advisors, LLC History No change 2,085 259 0.15% 0.15% 819 0 0.0% Q2 2026 Jul 22, 2026
Forvis Mazars Wealth Advisors, LLC History No change 2,078 258 0.0% 0.0% 820 0 0.0% Q2 2026 Aug 10, 2026
Winthrop Advisory Group LLC History No change 2,079 258 0.02% 0.02% 821 0 0.0% Q2 2026 Jul 17, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 2,067 257 0.04% 0.04% 822 0 0.0% Q2 2026 Aug 07, 2026
Centerline Wealth Advisors, LLC History No change 2,073 257 0.08% 0.08% 823 0 0.0% Q2 2026 Jul 17, 2026
AMERICAN NATIONAL BANK & TRUST History No change 2,118 253 0.02% 0.02% 824 0 0.0% Q3 2026 Oct 07, 2026
CITADEL ADVISORS LLC History No change 2,000 248 0.0% 0.0% 825 0 0.0% Q2 2026 Sep 02, 2026
Commonwealth Financial Services, LLC History No change 1,988 247 0.03% 0.03% 826 0 0.0% Q2 2026 Jul 15, 2026
NWAM LLC History No change 1,993 247 0.01% 0.01% 827 0 0.0% Q2 2026 Jul 23, 2026
Accretive Wealth Partners, LLC History No change 1,992 247 0.06% 0.06% 828 0 0.0% Q2 2026 Jul 29, 2026
Watchman Group, Inc. History No change 1,983 246 0.05% 0.05% 829 0 0.0% Q2 2026 Jul 24, 2026
FLAGSTAR SECURITIES, INC History No change 1,973 245 0.07% 0.07% 830 0 0.0% Q2 2026 Jul 15, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,929 240 0.08% 0.08% 831 0 0.0% Q2 2026 Jul 07, 2026
AA Financial Advisors, LLC History No change 1,931 240 0.03% 0.03% 832 0 0.0% Q2 2026 Jul 17, 2026
Journey Beyond Wealth, LLC History No change 1,928 239 0.19% 0.19% 833 0 0.0% Q2 2026 Aug 05, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 1,920 238 0.04% 0.04% 834 0 0.0% Q2 2026 Jul 24, 2026
SCS Capital Management LLC History No change 1,914 238 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 06, 2026
XML Financial, LLC History No change 1,914 238 0.02% 0.02% 836 0 0.0% Q2 2026 Jul 24, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 1,919 238 0.04% 0.04% 837 0 0.0% Q2 2026 Jul 21, 2026
HBK Sorce Advisory LLC History No change 1,900 237 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 06, 2026
Opal Wealth Advisors, LLC History No change 1,912 237 0.05% 0.05% 839 0 0.0% Q2 2026 Jul 20, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,900 236 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 13, 2026
NorthLanding Financial Partners, LLC History No change 1,900 236 0.16% 0.16% 841 0 0.0% Q2 2026 Jul 23, 2026
Essex Bank History No change 1,890 235 0.05% 0.05% 842 0 0.0% Q2 2026 Jul 23, 2026
POM Investment Strategies, LLC History No change 1,893 235 0.27% 0.27% 843 0 0.0% Q2 2026 Jul 30, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,967 235 0.01% 0.01% 844 0 0.0% Q3 2026 Oct 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,883 234 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 13, 2026
SHUFRO ROSE & CO LLC History No change 1,880 233 0.01% 0.01% 846 0 0.0% Q2 2026 Aug 12, 2026
Tailwinds Wealth, LLC History No change 1,857 231 0.14% 0.14% 847 0 0.0% Q2 2026 Jul 13, 2026
MEANS INVESTMENT CO., INC. History No change 1,841 229 0.02% 0.02% 848 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 1,847 229 0.01% 0.01% 849 0 0.0% Q2 2026 Aug 14, 2026
Community Financial Services Group, LLC History No change 1,868 229 0.03% 0.03% 850 0 0.0% Q2 2026 Jul 09, 2026
Alhambra Investment Management LLC History No change 1,831 227 0.1% 0.1% 851 0 0.0% Q2 2026 Jul 16, 2026
Stokes Family Office, LLC History No change 1,815 225 0.03% 0.03% 852 0 0.0% Q2 2026 Aug 11, 2026
CHANNEL WEALTH LLC History No change 1,793 223 0.05% 0.05% 853 0 0.0% Q2 2026 Aug 04, 2026
Heritage Family Offices, LLP History No change 1,790 222 0.09% 0.09% 854 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 1,790 222 0.09% 0.09% 855 0 0.0% Q2 2026 Jul 06, 2026
NTV ASSET MANAGEMENT LLC History No change 1,771 220 0.02% 0.02% 856 0 0.0% Q2 2026 Aug 05, 2026
FSA WEALTH PARTNERS, INC. History No change 1,771 220 0.06% 0.06% 857 0 0.0% Q2 2026 Aug 03, 2026
NBH Bank History No change 1,755 218 0.09% 0.09% 858 0 0.0% Q2 2026 Aug 14, 2026
PKS Advisory Services, LLC History No change 1,751 217 0.03% 0.03% 859 0 0.0% Q2 2026 Aug 04, 2026
Hudson Portfolio Management LLC History No change 1,750 217 0.16% 0.16% 860 0 0.0% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History No change 1,743 216 0.01% 0.01% 861 0 0.0% Q2 2026 Aug 04, 2026
Intelligence Driven Advisers, LLC History No change 1,807 216 0.04% 0.04% 862 0 0.0% Q3 2026 Oct 09, 2026
Hobart Private Capital, LLC History No change 1,731 215 0.04% 0.04% 863 0 0.0% Q2 2026 Jul 06, 2026
REAP Financial Group, LLC History No change 1,734 215 0.04% 0.04% 864 0 0.0% Q2 2026 Aug 04, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1,727 214 0.1% 0.1% 865 0 0.0% Q2 2026 Aug 13, 2026
Single Point Partners, LLC History No change 1,712 213 0.04% 0.04% 866 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Wealth, LLC/TN History No change 1,743 213 0.11% 0.11% 867 0 0.0% Q2 2026 Jul 29, 2026
Bedminster, LLC History No change 1,708 212 0.18% 0.18% 868 0 0.0% Q2 2026 Aug 04, 2026
BSW Wealth Partners History No change 1,694 210 0.02% 0.02% 869 0 0.0% Q2 2026 Jul 15, 2026
Resonant Capital Advisors, LLC History No change 1,692 210 0.01% 0.01% 870 0 0.0% Q2 2026 Jul 24, 2026
Maple Capital Management, Inc. History No change 1,663 206 0.01% 0.01% 871 0 0.0% Q2 2026 Aug 13, 2026
Delta Investment Management, LLC History No change 1,655 205 0.03% 0.03% 872 0 0.0% Q2 2026 Aug 13, 2026
Osbon Capital Management LLC History No change 1,655 205 0.16% 0.16% 873 0 0.0% Q2 2026 Aug 13, 2026
Veracity Capital LLC History Reduced 1,708 204 0.05% 0.07% 874 -304 -15.11% Q3 2026 Oct 08, 2026
Verum Partners LLC History No change 1,634 203 0.03% 0.03% 875 0 0.0% Q2 2026 Jul 22, 2026
Storen Legacy Partners, LLC History No change 1,639 203 0.06% 0.06% 876 0 0.0% Q2 2026 Jul 17, 2026
Tranquility Partners, LLC History No change 1,628 202 0.07% 0.07% 877 0 0.0% Q2 2026 Jul 23, 2026
Ausdal Financial Partners, Inc. History No change 1,620 201 0.01% 0.01% 878 0 0.0% Q2 2026 Aug 14, 2026
Sage Mountain Advisors LLC History No change 1,616 201 0.01% 0.01% 879 0 0.0% Q2 2026 Aug 05, 2026
Fiduciary Alliance LLC History No change 1,621 201 0.01% 0.01% 880 0 0.0% Q2 2026 Jul 20, 2026
OneAscent Financial Services LLC History No change 1,609 200 0.01% 0.01% 881 0 0.0% Q2 2026 Aug 11, 2026
Alpine Bank Wealth Management History No change 1,600 199 0.03% 0.03% 882 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisor Network LLC History No change 1,564 194 0.24% 0.24% 883 0 0.0% Q2 2026 Aug 13, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 1,500 186 0.08% 0.08% 884 0 0.0% Q2 2026 Jul 13, 2026
New Republic Capital, LLC History No change 1,494 185 0.04% 0.04% 885 0 0.0% Q2 2026 Jul 31, 2026
AdvisorNet Financial, Inc History No change 1,480 184 0.01% 0.01% 886 0 0.0% Q2 2026 Jul 23, 2026
KERR FINANCIAL PLANNING Corp History No change 1,482 184 0.21% 0.21% 887 0 0.0% Q2 2026 Jul 02, 2026
Rosenberg Matthew Hamilton History Reduced 1,503 180 0.03% 0.04% 888 -57 -3.65% Q3 2026 Oct 05, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 1,362 169 0.07% 0.07% 889 0 0.0% Q2 2026 Aug 07, 2026
WEBSTER BANK, N. A. History No change 1,295 161 0.01% 0.01% 890 0 0.0% Q2 2026 Jul 20, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,298 161 0.04% 0.04% 891 0 0.0% Q2 2026 Jul 08, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,291 160 0.02% 0.02% 892 0 0.0% Q2 2026 Jul 27, 2026
Vanguard National Trust Co History No change 1,266 157 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 13, 2026
Balentine LLC History No change 1,220 151 0.01% 0.01% 894 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,212 150 0.01% 0.01% 895 0 0.0% Q2 2026 Jul 31, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 1,118 139 0.05% 0.05% 896 0 0.0% Q2 2026 Jul 20, 2026
CITY HOLDING CO History No change 1,100 136 0.02% 0.02% 897 0 0.0% Q2 2026 Jul 10, 2026
Russell Investments Group, Ltd. History No change 1,088 135 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 06, 2026
Hanson & Doremus Investment Management History No change 1,074 134 0.01% 0.01% 899 0 0.0% Q2 2026 Jul 29, 2026
LifeSteps Financial, Inc. History No change 1,080 134 0.06% 0.06% 900 0 0.0% Q2 2026 Jul 17, 2026
VANGUARD ADVISERS INC History No change 1,071 133 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 1,074 133 0.01% 0.01% 902 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History No change 1,110 133 0.0% 0.01% 903 0 0.0% Q3 2026 Oct 08, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,060 131 0.01% 0.01% 904 0 0.0% Q2 2026 Jul 13, 2026
Atlantic Union Bankshares Corp History No change 1,048 130 0.0% 0.0% 905 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 990 123 0.01% 0.01% 906 0 0.0% Q2 2026 Jul 28, 2026
Rice Partnership, LLC History No change 988 122 0.01% 0.01% 907 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Bancorp, Inc. History No change 973 121 0.03% 0.03% 908 0 0.0% Q2 2026 Jul 28, 2026
Dynamic Wealth Strategies, LLC History No change 967 120 0.06% 0.06% 909 0 0.0% Q2 2026 Jul 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 972 120 0.01% 0.01% 910 0 0.0% Q2 2026 Jul 28, 2026
Peterson Wealth Services History No change 960 119 0.03% 0.03% 911 0 0.0% Q2 2026 Jul 27, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 949 118 0.01% 0.01% 912 0 0.0% Q2 2026 Aug 05, 2026
WOLFF WIESE MAGANA LLC History No change 935 116 0.05% 0.05% 913 0 0.0% Q2 2026 Jul 13, 2026
WHITTIER TRUST CO History No change 900 112 0.0% 0.0% 914 0 0.0% Q2 2026 Jul 27, 2026
Murphy & Mullick Capital Management Corp History No change 902 112 0.07% 0.07% 915 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 894 111 0.03% 0.03% 916 0 0.0% Q2 2026 Jul 22, 2026
MeadowBrook Investment Advisors LLC History No change 891 110 0.09% 0.09% 917 0 0.0% Q2 2026 Jul 20, 2026
MCF Advisors LLC History No change 868 107 0.0% 0.0% 918 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 830 103 0.01% 0.01% 919 0 0.0% Q2 2026 Jul 23, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 805 96 0.01% 0.01% 920 -30 -3.59% Q3 2026 Oct 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 749 93 0.0% 0.0% 921 0 0.0% Q2 2026 Jul 30, 2026
Wagner Wealth Management, LLC History No change 740 92 0.02% 0.02% 922 0 0.0% Q2 2026 Jul 24, 2026
Tidemark, LLC History No change 728 90 0.02% 0.02% 923 0 0.0% Q2 2026 Aug 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 713 88 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 725 88 0.0% 0.0% 925 0 0.0% Q2 2026 Jul 27, 2026
BALLAST ADVISORS LLC History No change 681 84 0.02% 0.02% 926 0 0.0% Q2 2026 Aug 12, 2026
Ares Financial Consulting, LLC History No change 647 80 0.06% 0.06% 927 0 0.0% Q2 2026 Jul 09, 2026
Strategic Wealth Partners, Ltd. History No change 637 79 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 12, 2026
HOEY INVESTMENTS, INC History No change 639 79 0.01% 0.01% 929 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Private Wealth, LLC History No change 639 79 0.05% 0.05% 930 0 0.0% Q2 2026 Aug 11, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 609 75 0.1% 0.1% 931 0 0.0% Q2 2026 Aug 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 601 74 0.01% 0.01% 932 0 0.0% Q2 2026 Jul 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 571 71 0.03% 0.03% 933 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 563 70 0.03% 0.03% 934 0 0.0% Q2 2026 Aug 12, 2026
Leo H. Evart, Inc. History No change 543 67 0.05% 0.05% 935 0 0.0% Q2 2026 Aug 17, 2026
Larson Financial Group LLC History No change 536 66 0.0% 0.0% 936 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 530 65 0.0% 0.0% 937 0 0.0% Q2 2026 Aug 13, 2026
Mascoma Wealth Management LLC History No change 519 64 0.01% 0.01% 938 0 0.0% Q2 2026 Jul 24, 2026
Kings Path Partners LLC History No change 520 64 0.02% 0.02% 939 0 0.0% Q2 2026 Jul 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 502 62 0.0% 0.0% 940 0 0.0% Q2 2026 Jul 14, 2026
Clark Wealth Partners History No change 504 62 0.04% 0.04% 941 0 0.0% Q2 2026 Jul 28, 2026
Beaird Harris Wealth Management, LLC History No change 495 61 0.0% 0.0% 942 0 0.0% Q2 2026 Jul 08, 2026
HighMark Wealth Management LLC History No change 484 60 0.02% 0.02% 943 0 0.0% Q2 2026 Aug 12, 2026
Coston, McIsaac & Partners History No change 480 59 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 12, 2026
Highland Investment Advisors LLC History No change 479 59 0.03% 0.03% 945 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 454 56 0.02% 0.02% 946 0 0.0% Q2 2026 Jul 30, 2026
Integrity Financial Corp /WA History No change 437 54 0.03% 0.03% 947 0 0.0% Q2 2026 Jul 31, 2026
West Financial Advisors, LLC History No change 430 53 0.01% 0.01% 948 0 0.0% Q2 2026 Jul 08, 2026
Hughes Financial Services, LLC History No change 426 53 0.01% 0.01% 949 0 0.0% Q2 2026 Jul 20, 2026
Bradley & Co. Private Wealth Management, LLC History No change 422 52 0.02% 0.02% 950 0 0.0% Q2 2026 Aug 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 403 50 0.01% 0.01% 951 0 0.0% Q2 2026 Aug 12, 2026
Financial Gravity Companies, Inc. History No change 397 49 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 05, 2026
Frazier Financial Advisors, LLC History No change 393 48 0.02% 0.02% 953 0 0.0% Q2 2026 Aug 10, 2026
AMERIFLEX GROUP, INC. History No change 379 47 0.02% 0.02% 954 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 372 46 0.01% 0.01% 955 0 0.0% Q2 2026 Aug 11, 2026
CVA Family Office, LLC History No change 366 45 0.0% 0.0% 956 0 0.0% Q2 2026 Aug 07, 2026
TUCKER ASSET MANAGEMENT LLC History No change 359 44 0.01% 0.01% 957 0 0.0% Q2 2026 Aug 27, 2026
Collier Financial History No change 353 43 0.03% 0.03% 958 0 0.0% Q2 2026 Jul 30, 2026
Asset Dedication, LLC History No change 340 42 0.0% 0.0% 959 0 0.0% Q2 2026 Jul 30, 2026
NorthAvenue LLC History No change 340 42 0.03% 0.03% 960 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 333 41 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 07, 2026
Cedar Mountain Advisors, LLC History No change 324 40 0.01% 0.01% 962 0 0.0% Q2 2026 Jul 02, 2026
Harbor Asset Planning, Inc. History No change 324 40 0.03% 0.03% 963 0 0.0% Q2 2026 Jul 22, 2026
AlphaCore Capital LLC History No change 318 39 0.0% 0.0% 964 0 0.0% Q2 2026 Aug 06, 2026
Silver Grove Financial Group, Inc. History No change 311 38 0.02% 0.02% 965 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 301 37 0.0% 0.0% 966 0 0.0% Q2 2026 Sep 15, 2026
Lavaca Capital LLC History No change 303 37 0.0% 0.0% 967 0 0.0% Q2 2026 Aug 14, 2026
Innovative Asset Advisors Group, LLC History No change 302 37 0.02% 0.02% 968 0 0.0% Q2 2026 Aug 05, 2026
Brooklyn FI, LLC History No change 305 36 0.01% 0.01% 969 0 0.0% Q2 2026 Aug 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 281 35 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 03, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 280 34 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 17, 2026
Breakwater Investment Management History No change 275 34 0.01% 0.01% 972 0 0.0% Q2 2026 Aug 06, 2026
Barnes Dennig Private Wealth Management LLC History No change 278 34 0.03% 0.03% 973 0 0.0% Q2 2026 Jul 15, 2026
Coastline Trust Co History No change 282 33 0.0% 0.0% 974 0 0.0% Q3 2026 Oct 01, 2026
Crewe Advisors LLC History No change 272 33 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 23, 2026
Signature Equity Partners, LLC History No change 251 31 0.01% 0.01% 976 0 0.0% Q2 2026 Jul 30, 2026
BROWN BROTHERS HARRIMAN & CO History No change 246 30 0.0% 0.0% 977 0 0.0% Q2 2026 Aug 12, 2026
Riverview Trust Co History No change 248 30 0.04% 0.04% 978 0 0.0% Q2 2026 Jul 31, 2026
Richardson Capital Management LLC History No change 245 30 0.01% 0.01% 979 0 0.0% Q2 2026 Jul 17, 2026
TSFG, LLC History No change 243 30 0.0% 0.0% 980 0 0.0% Q2 2026 Jul 23, 2026
Imprint Wealth LLC History No change 248 30 0.12% 0.12% 981 0 0.0% Q2 2026 Aug 14, 2026
Oakmont Advisory Group, LLC History No change 247 30 0.03% 0.03% 982 0 0.0% Q2 2026 Aug 03, 2026
ST GERMAIN D J CO INC History No change 234 29 0.0% 0.0% 983 0 0.0% Q2 2026 Jul 21, 2026
TIAA Wealth Investment Management LLC History No change 243 29 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 10, 2026
First Bancorp, Inc /ME/ History No change 219 27 0.01% 0.01% 985 0 0.0% Q2 2026 Aug 11, 2026
Bangor Savings Bank History No change 227 27 0.0% 0.0% 986 0 0.0% Q3 2026 Oct 06, 2026
ADIRONDACK TRUST CO History No change 199 24 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 16, 2026
ATWOOD & PALMER INC History No change 195 23 0.0% 0.0% 988 0 0.0% Q3 2026 Oct 08, 2026
ROGCO, LP History No change 188 23 0.01% 0.01% 989 0 0.0% Q2 2026 Jul 30, 2026
Hamrick Investment Counsel, llc History No change 185 23 0.02% 0.02% 990 0 0.0% Q2 2026 Aug 13, 2026
EPG Wealth Management LLC History No change 179 22 0.01% 0.01% 991 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 178 22 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 03, 2026
Nova Wealth Management, Inc. History No change 183 22 0.01% 0.01% 993 0 0.0% Q2 2026 Jul 13, 2026
HOWE & RUSLING INC History No change 173 21 0.0% 0.0% 994 0 0.0% Q2 2026 Aug 10, 2026
TOMPKINS FINANCIAL CORP History No change 178 21 0.0% 0.0% 995 0 0.0% Q3 2026 Oct 05, 2026
Park Place Capital Corp History No change 173 21 0.0% 0.0% 996 0 0.0% Q2 2026 Aug 13, 2026
WealthCollab, LLC History No change 173 21 0.01% 0.01% 997 0 0.0% Q2 2026 Aug 10, 2026
Birchwood Financial Partners, Inc. History No change 170 21 0.02% 0.02% 998 0 0.0% Q2 2026 Aug 06, 2026
Walsh & Associates, LLC History No change 175 21 0.02% 0.02% 999 0 0.0% Q2 2026 Jul 21, 2026
Timbuktu Capital Management, LLC History No change 169 21 0.03% 0.03% 1000 0 0.0% Q2 2026 Aug 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 162 20 0.02% 0.02% 1001 0 0.0% Q2 2026 Aug 04, 2026
Atlantic Edge Private Wealth Management, LLC History No change 165 20 0.0% 0.0% 1002 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 155 19 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 20, 2026
Bravera Wealth History No change 147 18 0.01% 0.01% 1004 0 0.0% Q2 2026 Jul 23, 2026
Measured Wealth Private Client Group, LLC History No change 137 17 0.0% 0.0% 1005 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 135 16 0.0% 0.0% 1006 0 0.0% Q2 2026 Aug 11, 2026
GILL CAPITAL PARTNERS, LLC History No change 128 15 0.0% 0.0% 1007 0 0.0% Q2 2026 Aug 20, 2026
Addison Advisors LLC History No change 125 15 0.01% 0.01% 1008 0 0.0% Q2 2026 Aug 10, 2026
Arlington Trust Co LLC History No change 119 14 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 07, 2026
Bernard Wealth Management Corp. History No change 120 14 0.01% 0.01% 1010 0 0.0% Q2 2026 Aug 21, 2026
Planning Strategies Inc. History No change 121 14 0.01% 0.01% 1011 0 0.0% Q3 2026 Oct 02, 2026
Glassman Wealth Services History No change 109 13 0.0% 0.0% 1012 0 0.0% Q2 2026 Aug 05, 2026
Center for Financial Planning, Inc. History No change 110 13 0.0% 0.0% 1013 0 0.0% Q2 2026 Jul 21, 2026
Smithfield Trust Co History No change 100 12 0.0% 0.0% 1014 0 0.0% Q2 2026 Aug 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 95 12 0.0% 0.0% 1015 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 102 12 0.01% 0.01% 1016 0 0.0% Q2 2026 Aug 10, 2026
Nalls Sherbakoff Group, LLC History No change 100 12 0.01% 0.01% 1017 0 0.0% Q2 2026 Aug 17, 2026
Signature Resources Capital Management, LLC History No change 98 12 0.0% 0.0% 1018 0 0.0% Q2 2026 Jul 13, 2026
Advocate Investing Services LLC History No change 89 11 0.01% 0.01% 1019 0 0.0% Q2 2026 Jul 28, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 87 10 0.0% 0.0% 1020 0 0.0% Q2 2026 Sep 02, 2026
PITTENGER & ANDERSON INC History No change 84 10 0.0% 0.0% 1021 0 0.0% Q2 2026 Jul 27, 2026
Operose Advisors LLC History No change 83 10 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 87 10 0.0% 0.0% 1023 0 0.0% Q2 2026 Jul 24, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 84 10 0.0% 0.0% 1024 0 0.0% Q2 2026 Aug 11, 2026
Quaker Wealth Management, LLC History No change 77 9 0.0% 0.0% 1025 0 0.0% Q2 2026 Jul 24, 2026
DHJJ Financial Advisors, Ltd. History No change 79 9 0.0% 0.0% 1026 0 0.0% Q2 2026 Jul 24, 2026
Creative Capital Management Investments LLC History No change 78 9 0.0% 0.0% 1027 0 0.0% Q2 2026 Jul 24, 2026
Fourth Dimension Wealth, LLC History No change 79 9 0.0% 0.0% 1028 0 0.0% Q2 2026 Jul 31, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 66 8 0.0% 0.0% 1029 0 0.0% Q2 2026 Jul 21, 2026
Millstone Evans Group, LLC History No change 72 8 0.0% 0.0% 1030 0 0.0% Q2 2026 Aug 11, 2026
Roxbury Financial LLC History No change 74 8 0.01% 0.01% 1031 0 0.0% Q3 2026 Oct 01, 2026
Capital Investment Advisory Services, LLC History No change 62 7 0.0% 0.0% 1032 0 0.0% Q2 2026 Jul 23, 2026
Horizon Investments, LLC History No change 52 6 0.0% 0.0% 1033 0 0.0% Q2 2026 Aug 13, 2026
VIMA LLC History No change 56 6 0.01% 0.01% 1034 0 0.0% Q2 2026 Jul 24, 2026
Align Financial, LLC History No change 54 6 0.0% 0.0% 1035 0 0.0% Q2 2026 Jul 27, 2026
Versant Capital Management, Inc History No change 43 5 0.0% 0.0% 1036 0 0.0% Q3 2026 Oct 01, 2026
HHM Wealth Advisors, LLC History No change 47 5 0.0% 0.0% 1037 0 0.0% Q2 2026 Jul 13, 2026
DiNuzzo Private Wealth, Inc. History No change 44 5 0.0% 0.0% 1038 0 0.0% Q2 2026 Jul 10, 2026
Ankerstar Wealth, LLC History No change 41 5 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 42 5 0.0% 0.0% 1040 0 0.0% Q2 2026 Aug 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 35 4 0.0% 0.0% 1041 0 0.0% Q2 2026 Aug 05, 2026
NFSG Corp History No change 35 4 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 14, 2026
Sachetta, LLC History No change 34 4 0.0% 0.0% 1043 0 0.0% Q2 2026 Jul 15, 2026
LRI Investments, LLC History No change 39 4 0.0% 0.0% 1044 0 0.0% Q2 2026 Jul 14, 2026
Topsail Wealth Management, LLC History No change 36 4 0.0% 0.0% 1045 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 25 3 0.0% 0.0% 1046 0 0.0% Q2 2026 Aug 06, 2026
Trust Co History No change 31 3 0.0% 0.0% 1047 0 0.0% Q3 2026 Oct 09, 2026
Founders Capital Management History No change 31 3 0.0% 0.0% 1048 0 0.0% Q2 2026 Jul 21, 2026
SITTNER & NELSON, LLC History No change 30 3 0.0% 0.0% 1049 0 0.0% Q2 2026 Aug 07, 2026
DecisionPoint Financial, LLC History No change 27 3 0.0% 0.0% 1050 0 0.0% Q2 2026 Aug 05, 2026
Strive Financial Group ,LLC History No change 27 3 0.0% 0.0% 1051 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 28 3 0.0% 0.0% 1052 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 24 2 0.0% 0.0% 1053 0 0.0% Q2 2026 Jul 23, 2026
Grove Bank & Trust History No change 23 2 0.0% 0.0% 1054 0 0.0% Q3 2026 Oct 08, 2026
Rialto Wealth Management, LLC History No change 21 2 0.0% 0.0% 1055 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 15 1 0.0% 0.0% 1059 -3 -16.67% Q3 2026 Oct 09, 2026
GODSEY & GIBB, INC History No change 15 1 0.0% 0.0% 1056 0 0.0% Q2 2026 Jul 13, 2026
ARVEST INVESTMENTS, INC. History No change 13 1 0.0% 0.0% 1057 0 0.0% Q2 2026 Jul 17, 2026
Provident Wealth Management, LLC History No change 13 1 0.0% 0.0% 1058 0 0.0% Q2 2026 Aug 04, 2026
Wilkerson Advisory Group LLC History No change 14 1 0.0% 0.0% 1060 0 0.0% Q2 2026 Jul 21, 2026
United Financial Planning Group LLC History No change 10 1 0.0% 0.0% 1061 0 0.0% Q2 2026 Aug 06, 2026
Markowski Investments History No change 15 1 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 13, 2026
Cassilly Financial Group LLC History Closed out 0 0 — 0.15% — -1,637 -100.0% Q3 2026 Oct 07, 2026
CX Institutional History Closed out 0 0 — 0.0% — -33 -100.0% Q3 2026 Oct 02, 2026
Tower Research Capital LLC (TRC) History No change 7 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Cherry Tree Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Sep 15, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026