iSHARES TRUST - EFV

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
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 32,274,634 2,470,622 0.58% 0.58% 1 0 0.0% Q2 2026 Sep 23, 2026
FMR LLC History No change 17,424,650 1,333,856 0.06% 0.06% 2 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 14,137,778 1,082,304 1.18% 1.18% 3 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 13,493,721 1,032,944 0.23% 0.23% 4 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 10,814,234 828,045 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 9,571,701 732,713 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 9,234,472 706,898 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 7,542,634 574,159 0.23% 0.23% 8 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 4,699,261 359,728 2.67% 2.67% 9 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 4,537,921 347,285 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 4,200,484 312,305 0.1% 0.1% 11 0 0.0% Q2 2026 Aug 14, 2026
Auto-Owners Insurance Co History No change 3,963,000 303,367 6.85% 6.85% 12 0 0.0% Q2 2026 Jul 15, 2026
PARK AVENUE SECURITIES LLC History No change 3,462,556 265,059 1.66% 1.66% 13 0 0.0% Q2 2026 Jul 20, 2026
UBS Group AG History No change 3,062,333 234,421 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 13, 2026
RiverFront Investment Group, LLC History No change 2,969,235 227,294 3.01% 3.01% 15 0 0.0% Q2 2026 Jul 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,891,846 221,370 0.11% 0.11% 16 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 2,670,449 204,422 0.28% 0.28% 17 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 2,615,105 200,186 0.41% 0.41% 18 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 2,419,152 185,185 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Capital, LLC History No change 2,371,555 181,542 8.99% 8.99% 20 0 0.0% Q2 2026 Aug 17, 2026
CITADEL ADVISORS LLC History No change 2,207,351 168,972 0.02% 0.02% 21 0 0.0% Q2 2026 Sep 02, 2026
WELLS FARGO & COMPANY/MN History No change 2,194,843 168,015 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,182,943 167,104 3.01% 3.01% 23 0 0.0% Q2 2026 Jul 14, 2026
OpenArc Corporate Advisory, LLC History No change 2,176,670 166,624 1.98% 1.98% 24 0 0.0% Q2 2026 Aug 05, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,172,399 166,297 0.57% 0.57% 25 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,134,694 163,410 2.38% 2.38% 26 0 0.0% Q2 2026 Jul 14, 2026
Cetera Investment Advisers History No change 2,126,809 162,807 0.15% 0.15% 27 0 0.0% Q2 2026 Aug 12, 2026
Hackensack Meridian Health, Inc. History No change 2,101,000 160,831 10.86% 10.86% 28 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,088,167 159,849 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,080,637 159,272 2.45% 2.45% 30 0 0.0% Q2 2026 Aug 03, 2026
BlackRock, Inc. History No change 1,950,110 149,280 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 1,892,172 144,845 0.15% 0.15% 32 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,829,754 140,067 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,783,999 136,565 0.65% 0.65% 34 0 0.0% Q2 2026 Sep 23, 2026
Composition Wealth, LLC History No change 1,718,610 131,559 1.54% 1.54% 35 0 0.0% Q2 2026 Jul 22, 2026
Savant Capital, LLC History No change 1,522,673 118,310 0.35% 0.35% 36 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 1,524,185 116,676 0.71% 0.71% 37 0 0.0% Q2 2026 Jul 20, 2026
NATIXIS ADVISORS, LLC History No change 1,516,211 116,065 0.13% 0.13% 38 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,353,068 103,577 0.11% 0.11% 39 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,330,566 101,932 0.12% 0.12% 40 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 1,312,054 100,437 0.12% 0.12% 41 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 1,300,382 99,544 0.19% 0.19% 42 0 0.0% Q2 2026 Aug 05, 2026
Modera Wealth Management, LLC History No change 1,284,516 98,329 1.05% 1.05% 43 0 0.0% Q2 2026 Aug 03, 2026
Alesco Advisors, LLC, An ESL Co History No change 1,283,914 98,283 2.25% 2.25% 44 0 0.0% Q2 2026 Aug 05, 2026
M&T BANK CORP History No change 1,236,800 94,676 0.28% 0.28% 45 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 1,235,409 94,570 0.28% 0.28% 46 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 1,157,058 88,572 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,086,906 83,202 0.1% 0.1% 48 0 0.0% Q2 2026 Jul 29, 2026
Beacon Pointe Advisors, LLC History No change 1,070,367 81,936 0.38% 0.38% 49 0 0.0% Q2 2026 Aug 18, 2026
ASPIRIANT, LLC History No change 1,061,079 81,225 2.01% 2.01% 50 0 0.0% Q2 2026 Jul 20, 2026
Sanctuary Advisors, LLC History No change 1,040,740 79,668 0.37% 0.37% 51 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 1,016,945 77,847 0.66% 0.66% 52 0 0.0% Q2 2026 Aug 06, 2026
SOFI WEALTH, LLC History No change 1,010,564 77,358 3.11% 3.11% 53 0 0.0% Q2 2026 Aug 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 925,724 70,864 0.73% 0.73% 54 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 906,149 69,365 0.32% 0.32% 55 0 0.0% Q2 2026 Aug 03, 2026
Financial Synergies Wealth Advisors, Inc. History No change 877,262 67,154 5.69% 5.69% 56 0 0.0% Q2 2026 Jul 17, 2026
Pacific Life Fund Advisors LLC History No change 852,714 65,275 7.18% 7.18% 57 0 0.0% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 832,940 63,761 0.08% 0.08% 58 0 0.0% Q2 2026 Aug 19, 2026
BRAVE ASSET MANAGEMENT INC History No change 820,429 62,803 13.43% 13.43% 59 0 0.0% Q2 2026 Jul 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 814,245 60,904 1.33% 1.33% 60 0 0.0% Q2 2026 Jul 17, 2026
STIFEL FINANCIAL CORP History No change 769,246 58,885 0.05% 0.05% 61 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 735,092 56,271 0.16% 0.16% 62 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 732,006 56,034 0.07% 0.07% 63 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History No change 691,188 52,910 1.83% 1.83% 64 0 0.0% Q2 2026 Jul 29, 2026
Allspring Global Investments Holdings, LLC History No change 637,522 48,802 0.07% 0.07% 65 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 626,287 47,942 1.81% 1.81% 66 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 615,971 47,152 0.4% 0.4% 67 0 0.0% Q2 2026 Aug 06, 2026
1607 Capital Partners, LLC History No change 593,884 45,461 3.96% 3.96% 68 0 0.0% Q2 2026 Sep 02, 2026
FIRST AMERICAN TRUST, FSB History No change 576,447 44,126 2.66% 2.66% 69 0 0.0% Q2 2026 Aug 10, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 549,236 43,466 8.82% 8.2% 70 +29,315 5.64% Q3 2026 Oct 07, 2026
Kestra Advisory Services, LLC History No change 566,476 43,363 0.14% 0.14% 71 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 551,639 42,228 0.1% 0.1% 72 0 0.0% Q2 2026 Jul 27, 2026
FRANKLIN RESOURCES INC History No change 543,300 41,589 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 530,307 40,595 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Octavia Wealth Advisors, LLC History No change 530,172 40,584 3.5% 3.5% 75 0 0.0% Q2 2026 Jul 14, 2026
Rockefeller Capital Management L.P. History No change 512,138 39,204 0.06% 0.06% 76 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 505,703 38,711 0.22% 0.22% 77 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 500,177 38,288 0.06% 0.06% 78 0 0.0% Q2 2026 Aug 05, 2026
HighTower Advisors, LLC History No change 496,401 37,999 0.04% 0.04% 79 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 491,391 37,615 0.14% 0.14% 80 0 0.0% Q2 2026 Aug 11, 2026
UMB Bank, n.a. History No change 481,123 36,829 0.47% 0.47% 81 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 479,937 36,720 0.2% 0.2% 82 0 0.0% Q2 2026 Aug 14, 2026
Elgethun Capital Management History No change 472,684 36,183 5.04% 5.04% 83 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 464,683 35,573 0.06% 0.06% 84 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 464,429 35,552 0.05% 0.05% 85 0 0.0% Q2 2026 Aug 13, 2026
Affinity Capital Advisors, LLC History No change 442,403 34,724 4.29% 4.29% 86 0 0.0% Q2 2026 Jul 08, 2026
BANK OF MONTREAL /CAN/ History No change 446,661 34,191 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 412,652 32,347 0.05% 0.05% 88 0 0.0% Q2 2026 Jul 15, 2026
Concurrent Investment Advisors, LLC History No change 411,458 31,497 0.27% 0.27% 89 0 0.0% Q2 2026 Jul 27, 2026
Townsend & Associates, Inc History No change 395,138 30,793 2.62% 2.62% 90 0 0.0% Q2 2026 Jul 22, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 390,780 29,914 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 381,585 29,210 0.62% 0.62% 92 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 370,014 28,324 0.52% 0.52% 93 0 0.0% Q2 2026 Aug 04, 2026
Icon Wealth Advisors, LLC History No change 367,357 28,121 1.69% 1.69% 94 0 0.0% Q2 2026 Aug 05, 2026
BOKF, NA History No change 362,180 27,724 0.38% 0.38% 95 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History No change 351,408 26,900 0.21% 0.21% 96 0 0.0% Q2 2026 Jul 17, 2026
AQR CAPITAL MANAGEMENT LLC History No change 351,113 26,877 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 339,566 25,993 0.06% 0.06% 98 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 345,574 25,693 0.71% 0.71% 99 0 0.0% Q2 2026 Aug 13, 2026
INTEGRITY ALLIANCE, LLC. History No change 329,694 25,238 0.79% 0.79% 100 0 0.0% Q2 2026 Jul 31, 2026
Atria Investments, Inc History No change 314,256 24,056 0.24% 0.24% 101 0 0.0% Q2 2026 Jul 28, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 311,956 23,880 0.26% 0.26% 102 0 0.0% Q2 2026 Jul 28, 2026
PRUDENTIAL FINANCIAL INC History No change 311,301 23,830 0.03% 0.03% 103 0 0.0% Q2 2026 Aug 12, 2026
Arete Wealth Advisors, LLC History No change 305,937 23,419 1.55% 1.55% 104 0 0.0% Q2 2026 Aug 12, 2026
Bruce G. Allen Investments, LLC History No change 303,162 23,207 14.79% 14.79% 105 0 0.0% Q2 2026 Jul 31, 2026
Integrated Wealth Concepts LLC History No change 280,854 21,499 0.14% 0.14% 106 0 0.0% Q2 2026 Sep 08, 2026
Ascent Group, LLC History No change 276,887 21,195 0.63% 0.63% 107 0 0.0% Q2 2026 Aug 03, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History No change 275,128 21,061 14.69% 14.69% 108 0 0.0% Q2 2026 Jul 07, 2026
Verdence Capital Advisors LLC History No change 273,196 20,913 1.1% 1.1% 109 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 270,141 20,679 0.15% 0.15% 110 0 0.0% Q2 2026 Jul 23, 2026
Plancorp, LLC History No change 264,652 20,650 0.5% 0.5% 111 0 0.0% Q2 2026 Jul 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 269,563 20,635 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Marks Group Wealth Management, Inc History No change 267,272 20,459 1.78% 1.78% 113 0 0.0% Q2 2026 Jul 27, 2026
FAS Wealth Partners, Inc. History No change 261,784 20,039 1.04% 1.04% 114 0 0.0% Q2 2026 Jul 29, 2026
Ball & Co Wealth Management Inc. History No change 257,929 19,744 14.0% 14.0% 115 0 0.0% Q2 2026 Jul 31, 2026
Wakefield Asset Management LLLP History No change 252,913 19,360 4.36% 4.36% 116 0 0.0% Q2 2026 Aug 11, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 251,480 19,250 0.06% 0.06% 117 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 246,568 18,874 0.21% 0.21% 118 0 0.0% Q2 2026 Aug 10, 2026
ASSOCIATED BANC-CORP History No change 246,269 18,851 0.45% 0.45% 119 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Partners, LLC History No change 241,314 18,472 2.24% 2.24% 120 0 0.0% Q2 2026 Aug 12, 2026
Checchi Capital Advisers, LLC History No change 240,395 18,402 0.83% 0.83% 121 0 0.0% Q2 2026 Aug 04, 2026
Summit Trail Advisors, LLC History No change 238,568 18,262 0.23% 0.23% 122 0 0.0% Q2 2026 Aug 11, 2026
Elevated Financial Group LLC History No change 237,455 18,177 4.98% 4.98% 123 0 0.0% Q2 2026 Jul 22, 2026
MA Private Wealth History No change 237,000 18,142 2.7% 2.7% 124 0 0.0% Q2 2026 Jul 28, 2026
GREENLEAF TRUST History No change 234,257 17,932 0.17% 0.17% 125 0 0.0% Q2 2026 Jul 21, 2026
Creative Planning History No change 234,205 17,928 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 13, 2026
HEMMING& WEALTH MANAGEMENT, INC. History No change 231,646 17,732 10.79% 10.79% 127 0 0.0% Q2 2026 Aug 06, 2026
Accredited Investors Inc. History No change 231,526 17,723 0.77% 0.77% 128 0 0.0% Q2 2026 Jul 21, 2026
CITIGROUP INC History No change 231,514 17,722 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL LIFE ADVISORS History No change 229,096 17,537 4.99% 4.99% 130 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 226,909 17,369 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 27, 2026
World Investment Advisors History No change 230,570 17,254 0.29% 0.29% 132 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History No change 223,911 17,140 0.42% 0.42% 133 0 0.0% Q2 2026 Jul 29, 2026
MGO ONE SEVEN LLC History No change 223,905 17,139 0.28% 0.28% 134 0 0.0% Q2 2026 Jul 31, 2026
Kingdom Financial Group LLC. History No change 223,583 17,115 4.37% 4.37% 135 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 216,505 16,573 0.04% 0.04% 136 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 215,428 16,490 0.34% 0.34% 137 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIENT ADVISORS LLC History No change 211,734 16,208 2.32% 2.32% 138 0 0.0% Q2 2026 Aug 07, 2026
Aptus Capital Advisors, LLC History No change 205,555 15,735 0.11% 0.11% 139 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 203,677 15,591 0.08% 0.08% 140 0 0.0% Q2 2026 Jul 17, 2026
Orion Porfolio Solutions, LLC History No change 202,554 15,505 0.12% 0.12% 141 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 200,228 15,327 0.11% 0.11% 142 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 199,365 15,261 0.76% 0.76% 143 0 0.0% Q2 2026 Jul 23, 2026
HighMark Wealth Management LLC History No change 199,183 15,247 5.11% 5.11% 144 0 0.0% Q2 2026 Aug 12, 2026
L2 Asset Management, LLC History No change 197,547 15,122 1.57% 1.57% 145 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 195,509 14,966 1.43% 1.43% 146 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 194,912 14,920 0.03% 0.03% 147 0 0.0% Q2 2026 Jul 30, 2026
Integrated Capital Management, LLC History No change 191,335 14,646 5.28% 5.28% 148 0 0.0% Q2 2026 Jul 31, 2026
Baker Avenue Asset Management, LP History No change 189,381 14,497 0.27% 0.27% 149 0 0.0% Q2 2026 Jul 28, 2026
UNIQUE WEALTH, LLC History No change 185,555 14,204 1.66% 1.66% 150 0 0.0% Q2 2026 Jul 21, 2026
Quent Capital, LLC History No change 179,380 13,731 0.84% 0.84% 151 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 178,309 13,649 0.26% 0.26% 152 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 177,484 13,603 0.06% 0.06% 153 0 0.0% Q2 2026 Aug 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 175,178 13,409 0.75% 0.75% 154 0 0.0% Q2 2026 Aug 14, 2026
Stone House Investment Management, LLC History No change 174,577 13,363 1.78% 1.78% 155 0 0.0% Q2 2026 Aug 05, 2026
SAX WEALTH ADVISORS, LLC History No change 179,221 13,325 0.54% 0.54% 156 0 0.0% Q2 2026 Jul 09, 2026
CSM Advisors, LLC History No change 172,522 13,202 0.28% 0.28% 157 0 0.0% Q2 2026 Aug 14, 2026
LifeWealth Investments, LLC History No change 171,963 13,163 3.52% 3.52% 158 0 0.0% Q2 2026 Jul 16, 2026
Global Retirement Partners, LLC History No change 169,964 13,010 0.2% 0.2% 159 0 0.0% Q2 2026 Aug 06, 2026
Keebeck Wealth Management History No change 168,799 12,921 1.26% 1.26% 160 0 0.0% Q2 2026 Aug 11, 2026
Van Hulzen Asset Management, LLC History No change 167,256 12,803 0.91% 0.91% 161 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 166,410 12,738 0.36% 0.36% 162 0 0.0% Q2 2026 Aug 03, 2026
Valence8 US LP History No change 166,318 12,731 4.24% 4.24% 163 0 0.0% Q2 2026 Aug 06, 2026
Cardinal Strategic Wealth Guidance History No change 163,713 12,532 2.84% 2.84% 164 0 0.0% Q2 2026 Jul 30, 2026
Sharkey, Howes & Javer History No change 163,437 12,511 1.51% 1.51% 165 0 0.0% Q2 2026 Jul 09, 2026
TD Waterhouse Canada Inc. History No change 160,087 12,255 0.03% 0.03% 166 0 0.0% Q2 2026 Jul 27, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 162,787 12,134 1.52% 1.52% 167 0 0.0% Q2 2026 Aug 05, 2026
Advisory Services Network, LLC History No change 158,237 12,113 0.14% 0.14% 168 0 0.0% Q2 2026 Aug 12, 2026
RTD Financial Advisors, Inc. History No change 158,110 12,103 1.32% 1.32% 169 0 0.0% Q2 2026 Jul 13, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 157,489 12,055 3.14% 3.14% 170 0 0.0% Q2 2026 Jul 13, 2026
Shum Financial Group, Inc. History No change 155,552 11,907 7.18% 7.18% 171 0 0.0% Q2 2026 Jul 22, 2026
Central Pacific Bank - Trust Division History Added to 150,427 11,904 1.25% 1.12% 172 +6,479 4.5% Q3 2026 Oct 05, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 155,426 11,898 3.02% 3.02% 173 0 0.0% Q2 2026 Jul 24, 2026
Perigon Wealth Management, LLC History No change 151,231 11,576 0.18% 0.18% 174 0 0.0% Q2 2026 Aug 07, 2026
N.E.W. Advisory Services LLC History No change 144,126 11,032 0.74% 0.74% 175 0 0.0% Q2 2026 Aug 06, 2026
Forthright Family Wealth Advisory LLC History No change 143,040 10,949 6.2% 6.2% 176 0 0.0% Q2 2026 Jul 16, 2026
McLean Asset Management Corp History No change 135,356 10,947 1.45% 1.45% 177 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 142,918 10,940 0.07% 0.07% 178 0 0.0% Q2 2026 Aug 10, 2026
Centerline Wealth Advisors, LLC History No change 142,167 10,882 3.41% 3.41% 179 0 0.0% Q2 2026 Jul 17, 2026
Snowden Capital Advisors LLC History No change 142,116 10,878 0.26% 0.26% 180 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 141,906 10,862 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 07, 2026
Maia Wealth LLC History No change 140,657 10,767 1.59% 1.59% 182 0 0.0% Q2 2026 Jul 28, 2026
BOK Financial Private Wealth, Inc. History No change 140,640 10,766 0.55% 0.55% 183 0 0.0% Q2 2026 Aug 07, 2026
HOWARD BAILEY SECURITIES, LLC History No change 140,003 10,717 4.02% 4.02% 184 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 139,165 10,653 0.13% 0.13% 185 0 0.0% Q2 2026 Jul 22, 2026
Prospera Financial Services Inc History No change 137,070 10,493 0.15% 0.15% 186 0 0.0% Q2 2026 Jul 15, 2026
STALEY CAPITAL ADVISERS INC History No change 134,908 10,327 0.4% 0.4% 187 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 134,709 10,311 0.04% 0.04% 188 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 132,701 10,158 0.85% 0.85% 189 0 0.0% Q2 2026 Aug 11, 2026
WATERSHED PRIVATE WEALTH LLC History No change 131,984 10,103 2.85% 2.85% 190 0 0.0% Q2 2026 Jul 17, 2026
Select Asset Management & Trust History No change 131,516 10,068 2.9% 2.9% 191 0 0.0% Q2 2026 Aug 11, 2026
Callan Family Office, LLC History No change 130,937 10,023 0.2% 0.2% 192 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 128,662 9,849 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 126,309 9,668 0.25% 0.25% 194 0 0.0% Q2 2026 Jul 13, 2026
EQ LLC History No change 125,899 9,637 2.37% 2.37% 195 0 0.0% Q2 2026 Jul 23, 2026
Simplicity Wealth,LLC History No change 125,349 9,595 0.32% 0.32% 196 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History No change 125,338 9,594 0.11% 0.11% 197 0 0.0% Q2 2026 Aug 04, 2026
Fifth Third Wealth Advisors LLC History No change 124,242 9,510 0.27% 0.27% 198 0 0.0% Q2 2026 Jul 17, 2026
Johnson Financial Group, Inc. History No change 123,965 9,489 0.31% 0.31% 199 0 0.0% Q2 2026 Aug 10, 2026
Trek Financial, LLC History No change 122,954 9,412 0.47% 0.47% 200 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 118,217 9,404 0.16% 0.16% 201 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 118,217 9,404 0.16% 0.16% 202 0 0.0% Q2 2026 Jul 29, 2026
Wealthcare Advisory Partners LLC History No change 120,520 9,225 0.17% 0.17% 203 0 0.0% Q2 2026 Jul 09, 2026
Steward Partners Investment Advisory, LLC History No change 120,209 9,201 0.05% 0.05% 204 0 0.0% Q2 2026 Aug 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 119,863 9,175 0.93% 0.93% 205 0 0.0% Q2 2026 Sep 02, 2026
GLENMEDE TRUST CO NA History No change 117,649 9,006 0.04% 0.04% 206 0 0.0% Q2 2026 Aug 10, 2026
Apella Capital, LLC History No change 114,996 8,983 0.13% 0.13% 207 0 0.0% Q2 2026 Jul 08, 2026
PAX Financial Group, LLC History No change 117,311 8,980 1.33% 1.33% 208 0 0.0% Q2 2026 Aug 05, 2026
COURIER CAPITAL LLC History No change 117,174 8,969 0.45% 0.45% 209 0 0.0% Q2 2026 Jul 16, 2026
Brady Martz Wealth Solutions, LLC History No change 116,476 8,916 1.35% 1.35% 210 0 0.0% Q2 2026 Jul 23, 2026
Keystone Financial Services History No change 115,581 8,847 2.28% 2.28% 211 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 114,765 8,785 0.27% 0.27% 212 0 0.0% Q2 2026 Jul 15, 2026
North Star Investment Management Corp. History No change 114,539 8,767 0.48% 0.48% 213 0 0.0% Q2 2026 Jul 28, 2026
Capital Advantage, Inc. History No change 111,938 8,568 1.05% 1.05% 214 0 0.0% Q2 2026 Jul 13, 2026
Able Wealth Management LLC History No change 111,413 8,528 1.96% 1.96% 215 0 0.0% Q2 2026 Jul 29, 2026
Ocean Park Asset Management, LLC History No change 111,377 8,525 0.41% 0.41% 216 0 0.0% Q2 2026 Jul 09, 2026
Storen Legacy Partners, LLC History No change 108,360 8,294 2.26% 2.26% 217 0 0.0% Q2 2026 Jul 17, 2026
VestGen Advisors, LLC History No change 108,094 8,274 0.24% 0.24% 218 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History No change 106,688 8,167 0.08% 0.08% 219 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 105,635 8,086 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 12, 2026
Kathmere Capital Management, LLC History No change 104,929 8,032 0.42% 0.42% 221 0 0.0% Q2 2026 Jul 29, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 106,795 7,940 4.52% 4.52% 222 0 0.0% Q2 2026 Aug 19, 2026
Capital Analysts, LLC History No change 103,493 7,922 0.18% 0.18% 223 0 0.0% Q2 2026 Aug 05, 2026
Kilter Group LLC History No change 103,351 7,911 2.87% 2.87% 224 0 0.0% Q2 2026 Aug 11, 2026
Sovran Advisors, LLC History No change 97,677 7,784 0.58% 0.58% 225 0 0.0% Q2 2026 Jul 29, 2026
Seneca Financial Advisors LLC History No change 101,611 7,778 2.02% 2.02% 226 0 0.0% Q2 2026 Jul 27, 2026
1ST SOURCE BANK History No change 101,372 7,760 0.35% 0.35% 227 0 0.0% Q2 2026 Aug 06, 2026
Dorsey & Whitney Trust CO LLC History No change 101,021 7,733 0.38% 0.38% 228 0 0.0% Q2 2026 Aug 14, 2026
Cavalier Investments, LLC History No change 100,441 7,688 0.32% 0.32% 229 0 0.0% Q2 2026 Aug 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 99,983 7,653 0.84% 0.84% 230 0 0.0% Q2 2026 Aug 13, 2026
Montecito Bank & Trust History Reduced 96,467 7,634 1.16% 1.12% 231 -1,284 -1.31% Q3 2026 Oct 01, 2026
CoreCap Advisors, LLC History No change 99,709 7,632 0.23% 0.23% 232 0 0.0% Q2 2026 Jul 06, 2026
Regal Investment Advisors LLC History No change 98,986 7,577 0.39% 0.39% 233 0 0.0% Q2 2026 Aug 14, 2026
West Wealth Group, LLC History No change 98,735 7,558 1.24% 1.24% 234 0 0.0% Q2 2026 Aug 06, 2026
Rothschild Wealth LLC History No change 98,217 7,518 0.6% 0.6% 235 0 0.0% Q2 2026 Aug 11, 2026
Brookstone Capital Management History No change 97,548 7,467 0.07% 0.07% 236 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 97,501 7,463 0.05% 0.05% 237 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History No change 96,419 7,380 0.18% 0.18% 238 0 0.0% Q2 2026 Jul 28, 2026
Advus Financial Partners, LLC History No change 95,545 7,313 2.08% 2.08% 239 0 0.0% Q2 2026 Oct 02, 2026
Sterling Capital Management LLC History No change 95,250 7,291 0.12% 0.12% 240 0 0.0% Q2 2026 Jul 28, 2026
NorthRock Partners, LLC History No change 95,082 7,278 0.11% 0.11% 241 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 94,500 7,233 0.04% 0.04% 242 0 0.0% Q2 2026 Aug 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 93,759 7,177 0.34% 0.34% 243 0 0.0% Q2 2026 Jul 28, 2026
STAGE HARBOR FINANCIAL, LLC History No change 92,606 7,088 4.09% 4.09% 244 0 0.0% Q2 2026 Aug 07, 2026
Apeiron RIA LLC History No change 95,001 7,087 1.82% 1.82% 245 0 0.0% Q2 2026 Jul 16, 2026
Lansing Street Advisors History No change 92,229 7,060 1.5% 1.5% 246 0 0.0% Q2 2026 Jul 24, 2026
Modern Wealth Management, LLC History No change 91,906 7,035 0.08% 0.08% 247 0 0.0% Q2 2026 Aug 13, 2026
Noble Family Wealth, LLC History No change 91,785 7,026 1.26% 1.26% 248 0 0.0% Q2 2026 Aug 04, 2026
Montgomery Financial Services LLC History No change 91,634 7,014 6.1% 6.1% 249 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 91,606 7,012 0.18% 0.18% 250 0 0.0% Q2 2026 Aug 14, 2026
SWMG, LLC History No change 87,886 6,898 1.63% 1.63% 251 0 0.0% Q2 2026 Jul 15, 2026
Quantinno Capital Management LP History No change 89,662 6,863 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 13, 2026
Cypress Wealth Services, LLC History No change 87,184 6,673 0.82% 0.82% 253 0 0.0% Q2 2026 Jul 10, 2026
Founders Financial Alliance, LLC History No change 86,813 6,645 0.88% 0.88% 254 0 0.0% Q2 2026 Aug 04, 2026
Key Capital Management, INC History No change 86,213 6,599 3.4% 3.4% 255 0 0.0% Q2 2026 Jul 27, 2026
New World Advisors LLC History No change 85,132 6,516 1.11% 1.11% 256 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 84,315 6,454 0.1% 0.1% 257 0 0.0% Q2 2026 Aug 10, 2026
KICKSTAND VENTURES, LLC. History No change 83,296 6,376 1.16% 1.16% 258 0 0.0% Q2 2026 Jul 30, 2026
STOCK YARDS BANK & TRUST CO History No change 81,900 6,269 0.18% 0.18% 259 0 0.0% Q2 2026 Aug 19, 2026
LiftPoint Family Wealth Advisors LLC History No change 81,897 6,269 4.25% 4.25% 260 0 0.0% Q2 2026 Aug 05, 2026
Causey Wealth LLC History No change 80,959 6,197 2.42% 2.42% 261 0 0.0% Q2 2026 Aug 11, 2026
One Wealth Advisors, LLC History No change 80,912 6,193 0.68% 0.68% 262 0 0.0% Q2 2026 Aug 06, 2026
Legacy Financial Group LLC History No change 80,653 6,173 0.69% 0.69% 263 0 0.0% Q2 2026 Aug 05, 2026
Clifford Group, LLC History No change 80,425 6,156 4.26% 4.26% 264 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 80,424 6,156 0.45% 0.45% 265 0 0.0% Q2 2026 Aug 14, 2026
Landing Point Financial Group, LLC History No change 80,378 6,152 2.09% 2.09% 266 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY TRUST CO History No change 80,076 6,129 0.07% 0.07% 267 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 79,629 6,095 0.42% 0.42% 268 0 0.0% Q2 2026 Sep 04, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 78,757 6,028 1.22% 1.22% 269 0 0.0% Q2 2026 Jul 17, 2026
Robinswood Financial LLC History No change 78,491 6,008 1.72% 1.72% 270 0 0.0% Q2 2026 Jul 14, 2026
COREPATH WEALTH PARTNERS LLC History No change 77,248 5,995 3.74% 3.74% 271 0 0.0% Q2 2026 Jul 09, 2026
Lineweaver Wealth Advisors, LLC History No change 77,965 5,968 0.71% 0.71% 272 0 0.0% Q2 2026 Jul 09, 2026
United Asset Strategies, Inc. History No change 77,750 5,951 0.42% 0.42% 273 0 0.0% Q2 2026 Jul 13, 2026
ROCKLAND TRUST CO History Reduced 73,988 5,855 0.22% 0.23% 274 -1,277 -1.7% Q3 2026 Oct 05, 2026
Geneos Wealth Management Inc. History No change 75,493 5,778 0.12% 0.12% 275 0 0.0% Q2 2026 Aug 06, 2026
Outlook Wealth Advisors, LLC History No change 75,388 5,771 1.25% 1.25% 276 0 0.0% Q2 2026 Aug 03, 2026
OneAscent Family Office, LLC History No change 74,720 5,719 2.89% 2.89% 277 0 0.0% Q2 2026 Aug 11, 2026
Golden State Wealth Management, LLC History No change 74,422 5,697 0.52% 0.52% 278 0 0.0% Q2 2026 Jul 22, 2026
ELEVATE WEALTH ADVISORY, INC History No change 73,816 5,650 3.23% 3.23% 279 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 73,685 5,640 0.06% 0.06% 280 0 0.0% Q2 2026 Jul 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 73,593 5,633 1.81% 1.81% 281 0 0.0% Q2 2026 Jul 17, 2026
Riverwater Partners LLC History No change 72,288 5,533 1.64% 1.64% 282 0 0.0% Q2 2026 Aug 14, 2026
Stonebrook Private Inc. History No change 71,749 5,492 1.0% 1.0% 283 0 0.0% Q2 2026 Aug 14, 2026
IF Advisors, LLC History No change 70,505 5,397 3.55% 3.55% 284 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 69,768 5,340 0.16% 0.16% 285 0 0.0% Q2 2026 Jul 30, 2026
Vestmark Advisory Solutions, Inc. History No change 69,594 5,327 0.05% 0.05% 286 0 0.0% Q2 2026 Aug 14, 2026
DV EQUITIES, LLC History No change 69,483 5,318 0.76% 0.76% 287 0 0.0% Q2 2026 Aug 14, 2026
Symmetry Partners, LLC History No change 69,468 5,317 0.27% 0.27% 288 0 0.0% Q2 2026 Jul 23, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 69,271 5,302 0.95% 0.95% 289 0 0.0% Q2 2026 Jul 21, 2026
Wealth Architects, LLC History No change 69,055 5,286 0.42% 0.42% 290 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 68,774 5,264 0.02% 0.02% 291 0 0.0% Q2 2026 Jul 27, 2026
180 WEALTH ADVISORS, LLC History No change 68,633 5,253 0.53% 0.53% 292 0 0.0% Q2 2026 Jul 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 67,937 5,200 0.1% 0.1% 293 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 67,285 5,150 0.06% 0.06% 294 0 0.0% Q2 2026 Aug 04, 2026
Key FInancial Inc History No change 67,082 5,135 0.84% 0.84% 295 0 0.0% Q2 2026 Jul 24, 2026
WealthShield Partners, LLC History No change 66,966 5,126 0.78% 0.78% 296 0 0.0% Q2 2026 Aug 12, 2026
Yukon Wealth Management, Inc. History No change 66,865 5,118 1.46% 1.46% 297 0 0.0% Q2 2026 Aug 14, 2026
Beacon Bridge Wealth Partners, LLC History No change 66,431 5,085 1.45% 1.45% 298 0 0.0% Q2 2026 Aug 05, 2026
Cranbrook Wealth Management, LLC History No change 64,118 4,908 0.92% 0.92% 299 0 0.0% Q2 2026 Aug 06, 2026
Harbor Group, Inc. History No change 64,126 4,908 0.58% 0.58% 300 0 0.0% Q2 2026 Jul 22, 2026
CAHILL FINANCIAL ADVISORS INC History No change 64,079 4,905 0.47% 0.47% 301 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 64,057 4,903 0.09% 0.09% 302 0 0.0% Q2 2026 Aug 14, 2026
Quantum Portfolio Management LLC History No change 64,031 4,901 1.76% 1.76% 303 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 63,554 4,865 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 13, 2026
Disciplined Investments, LLC History No change 62,393 4,776 1.54% 1.54% 305 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 62,379 4,775 0.17% 0.17% 306 0 0.0% Q2 2026 Aug 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 62,163 4,758 0.63% 0.63% 307 0 0.0% Q2 2026 Jul 13, 2026
TSA Wealth Managment LLC History No change 61,830 4,733 1.34% 1.34% 308 0 0.0% Q2 2026 Aug 03, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 61,782 4,729 1.33% 1.33% 309 0 0.0% Q2 2026 Jul 24, 2026
Polaris Investment Advisors, LLC History No change 61,689 4,722 3.02% 3.02% 310 0 0.0% Q2 2026 Jul 09, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 61,495 4,707 0.66% 0.66% 311 0 0.0% Q2 2026 Aug 12, 2026
Meramec Financial Planners, LLC History No change 58,796 4,677 1.71% 1.71% 312 0 0.0% Q2 2026 Jul 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 60,962 4,666 0.09% 0.09% 313 0 0.0% Q2 2026 Jul 15, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 60,619 4,640 0.66% 0.66% 314 0 0.0% Q2 2026 Jul 20, 2026
NewEdge Wealth, LLC History No change 60,360 4,620 0.05% 0.05% 315 0 0.0% Q2 2026 Aug 10, 2026
Lantz Financial LLC History No change 59,948 4,589 0.84% 0.84% 316 0 0.0% Q2 2026 Jul 09, 2026
Invst, LLC History No change 59,924 4,587 0.45% 0.45% 317 0 0.0% Q2 2026 Aug 14, 2026
Telos Capital Management, Inc. History No change 59,823 4,579 0.4% 0.4% 318 0 0.0% Q2 2026 Jul 22, 2026
RWA WEALTH PARTNERS, LLC History No change 59,811 4,578 0.04% 0.04% 319 0 0.0% Q2 2026 Aug 07, 2026
Narus Financial Partners, LLC History No change 59,573 4,560 1.17% 1.17% 320 0 0.0% Q2 2026 Jul 31, 2026
FIRST FOUNDATION ADVISORS History No change 59,286 4,538 0.16% 0.16% 321 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 58,948 4,512 0.02% 0.02% 322 0 0.0% Q2 2026 Jul 24, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 56,937 4,505 0.93% 0.88% 323 +483 0.86% Q3 2026 Oct 05, 2026
MMA ASSET MANAGEMENT LLC History No change 57,734 4,419 1.41% 1.41% 324 0 0.0% Q2 2026 Aug 04, 2026
Retirement Wealth Solutions LLC History Added to 55,643 4,403 2.33% 2.03% 325 +7,490 15.55% Q3 2026 Oct 07, 2026
Integrity Advisory Solutions, LLC History No change 56,867 4,353 0.45% 0.45% 326 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 56,838 4,352 0.14% 0.14% 327 0 0.0% Q2 2026 Aug 12, 2026
Bay Harbor Wealth Management, LLC History No change 56,351 4,313 0.99% 0.99% 328 0 0.0% Q2 2026 Jul 28, 2026
Horst & Graben Wealth Management LLC History No change 56,348 4,300 0.57% 0.57% 329 0 0.0% Q2 2026 Jul 22, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 55,754 4,268 1.04% 1.04% 330 0 0.0% Q2 2026 Aug 14, 2026
Centurion Wealth Management LLC History No change 54,729 4,189 1.0% 1.0% 331 0 0.0% Q2 2026 Jul 09, 2026
ADE, LLC History No change 53,733 4,113 1.74% 1.74% 332 0 0.0% Q2 2026 Aug 04, 2026
BROWN ADVISORY INC History No change 53,563 4,100 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 14, 2026
ShoreHaven Wealth Partners, LLC History No change 53,441 4,090 1.29% 1.29% 334 0 0.0% Q2 2026 Jul 14, 2026
Schuylkill Financial LLC History No change 53,105 4,065 3.76% 3.76% 335 0 0.0% Q2 2026 Aug 07, 2026
McNaughton Wealth Management, LLC History No change 52,401 4,011 1.42% 1.42% 336 0 0.0% Q2 2026 Jul 07, 2026
LANARK FINANCIAL, INC. History No change 52,362 4,008 0.27% 0.27% 337 0 0.0% Q2 2026 Jul 21, 2026
Shared Vision Wealth Group LLC History No change 52,233 3,998 1.37% 1.37% 338 0 0.0% Q2 2026 Jul 31, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 51,994 3,980 0.24% 0.24% 339 0 0.0% Q2 2026 Aug 10, 2026
SAGE FINANCIAL GROUP INC History No change 51,564 3,947 0.22% 0.22% 340 0 0.0% Q2 2026 Jul 21, 2026
Cyndeo Wealth Partners, LLC History No change 50,970 3,901 0.18% 0.18% 341 0 0.0% Q2 2026 Jul 21, 2026
Gateway Wealth Partners, LLC History No change 50,479 3,864 0.23% 0.23% 342 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO History No change 49,080 3,852 0.04% 0.04% 343 0 0.0% Q2 2026 Jul 27, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 50,107 3,835 0.87% 0.87% 344 0 0.0% Q2 2026 Aug 13, 2026
Csenge Advisory Group History No change 49,682 3,803 0.15% 0.15% 345 0 0.0% Q2 2026 Aug 10, 2026
WCG Wealth Advisors LLC History No change 49,566 3,794 0.09% 0.09% 346 0 0.0% Q2 2026 Aug 14, 2026
VANCE WEALTH, LLC History No change 49,462 3,786 0.85% 0.85% 347 0 0.0% Q2 2026 Aug 14, 2026
Foundation Wealth Management, LLC History No change 48,810 3,736 2.21% 2.21% 348 0 0.0% Q2 2026 Jul 30, 2026
Dynamic Wealth Strategies, LLC History No change 48,057 3,678 1.96% 1.96% 349 0 0.0% Q2 2026 Jul 23, 2026
WARNER FINANCIAL, INC History No change 48,045 3,677 1.08% 1.08% 350 0 0.0% Q2 2026 Jul 09, 2026
Gilliland Jeter Wealth Management LLC History No change 47,904 3,667 0.96% 0.96% 351 0 0.0% Q2 2026 Jul 29, 2026
BEAM WEALTH ADVISORS, INC. History No change 47,726 3,653 0.81% 0.81% 352 0 0.0% Q2 2026 Jul 29, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 47,684 3,650 0.83% 0.83% 353 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 47,628 3,645 0.02% 0.02% 354 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning Group LLC History No change 45,023 3,576 0.45% 0.45% 355 0 0.0% Q2 2026 Jul 29, 2026
Commonwealth Retirement Investments LLC History No change 46,489 3,558 0.97% 0.97% 356 0 0.0% Q2 2026 Aug 03, 2026
Salus Financial Advisors, LLC History No change 45,581 3,489 1.72% 1.72% 357 0 0.0% Q2 2026 Aug 06, 2026
Kelly Financial Services LLC History No change 44,238 3,386 0.72% 0.72% 358 0 0.0% Q2 2026 Jul 14, 2026
5T Wealth, LLC History No change 44,013 3,369 1.25% 1.25% 359 0 0.0% Q2 2026 Jul 21, 2026
Patten Group, Inc. History No change 44,004 3,368 0.52% 0.52% 360 0 0.0% Q2 2026 Aug 06, 2026
Ironwood Investment Counsel, LLC History No change 41,517 3,365 0.44% 0.44% 361 0 0.0% Q2 2026 Aug 05, 2026
SigFig Wealth Management, LLC History Reduced 42,505 3,363 0.08% 0.09% 362 -1,315 -3.0% Q3 2026 Oct 07, 2026
CreativeOne Wealth, LLC History No change 43,536 3,332 0.07% 0.07% 363 0 0.0% Q2 2026 Aug 13, 2026
BridgePort Financial Solutions, LLC History No change 42,843 3,279 0.83% 0.83% 364 0 0.0% Q2 2026 Jul 24, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 42,570 3,258 1.92% 1.92% 365 0 0.0% Q2 2026 Jul 21, 2026
AMG National Trust Bank History No change 41,981 3,213 0.07% 0.07% 366 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 41,873 3,205 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 04, 2026
Brookwood Investment Group LLC History No change 41,597 3,184 0.36% 0.36% 368 0 0.0% Q2 2026 Jul 23, 2026
W ADVISORS, LLC History No change 41,539 3,179 1.45% 1.45% 369 0 0.0% Q2 2026 Jul 31, 2026
Ifrah Financial Services, Inc. History No change 41,456 3,173 0.77% 0.77% 370 0 0.0% Q2 2026 Jul 21, 2026
Sterling Wealth Management, Inc. History No change 41,259 3,158 0.79% 0.79% 371 0 0.0% Q2 2026 Jul 30, 2026
Clear Creek Financial Management, LLC History No change 40,525 3,102 0.2% 0.2% 372 0 0.0% Q2 2026 Jul 27, 2026
CFS Investment Advisory Services, LLC History No change 39,814 3,099 0.21% 0.21% 373 0 0.0% Q2 2026 Jul 16, 2026
Bouvel Investment Partners, LLC History No change 40,481 3,098 0.7% 0.7% 374 0 0.0% Q2 2026 Jul 17, 2026
SMART Wealth LLC History No change 40,479 3,098 0.67% 0.67% 375 0 0.0% Q2 2026 Aug 05, 2026
HSBC HOLDINGS PLC History No change 40,456 3,096 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 14, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 40,348 3,088 1.0% 1.0% 377 0 0.0% Q2 2026 Jul 15, 2026
Koshinski Asset Management, Inc. History No change 40,316 3,086 0.16% 0.16% 378 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 40,211 3,078 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History No change 39,408 3,016 0.84% 0.84% 380 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 39,293 3,007 0.04% 0.04% 381 0 0.0% Q2 2026 Aug 18, 2026
Hidden Cove Wealth Management, LLC History No change 39,103 2,993 1.65% 1.65% 382 0 0.0% Q2 2026 Jul 21, 2026
J.W. COLE ADVISORS, INC. History No change 38,878 2,976 0.05% 0.05% 383 0 0.0% Q2 2026 Jul 21, 2026
SCS Capital Management LLC History No change 38,492 2,946 0.03% 0.03% 384 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 38,486 2,946 0.11% 0.11% 385 0 0.0% Q2 2026 Jul 22, 2026
FORTE ASSET MANAGEMENT LLC History No change 38,349 2,935 1.2% 1.2% 386 0 0.0% Q2 2026 Jul 21, 2026
Cullen Capital Management, LLC History No change 38,095 2,916 0.03% 0.03% 387 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 37,948 2,904 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 37,623 2,880 0.05% 0.05% 389 0 0.0% Q2 2026 Jul 20, 2026
Revolve Wealth Partners, LLC History No change 37,314 2,856 0.3% 0.3% 390 0 0.0% Q2 2026 Jul 09, 2026
Davis Wealth Advisors, LLC History No change 37,021 2,833 2.19% 2.19% 391 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 36,988 2,831 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 36,938 2,827 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 13, 2026
FFG RETIREMENT ADVISORS LLC History No change 36,896 2,824 1.49% 1.49% 394 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Financial Management LLC History No change 36,079 2,761 2.21% 2.21% 395 0 0.0% Q2 2026 Aug 28, 2026
BlackDiamond Wealth Management, LLC History No change 33,778 2,757 1.11% 1.11% 396 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 36,018 2,757 0.06% 0.06% 397 0 0.0% Q2 2026 Aug 03, 2026
VPR Management LLC History No change 35,700 2,732 1.1% 1.1% 398 0 0.0% Q2 2026 Aug 14, 2026
KEB ASSET MANAGEMENT, LLC History No change 35,587 2,724 0.44% 0.44% 399 0 0.0% Q2 2026 Jul 14, 2026
Venturi Wealth Management, LLC History No change 35,088 2,685 0.1% 0.1% 400 0 0.0% Q2 2026 Jul 20, 2026
OMNI 360 Wealth, Inc. History No change 34,862 2,668 1.23% 1.23% 401 0 0.0% Q2 2026 Jul 13, 2026
Columbus Macro, LLC History No change 34,830 2,666 0.26% 0.26% 402 0 0.0% Q2 2026 Jul 22, 2026
EverSource Wealth Advisors, LLC History No change 34,800 2,663 0.09% 0.09% 403 0 0.0% Q2 2026 Jul 24, 2026
TWO SIGMA SECURITIES, LLC History No change 34,678 2,654 0.23% 0.23% 404 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 32,717 2,652 0.16% 0.16% 405 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 34,627 2,650 0.08% 0.08% 406 0 0.0% Q2 2026 Jul 09, 2026
Belpointe Asset Management LLC History No change 34,308 2,626 0.09% 0.09% 407 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 34,308 2,626 0.3% 0.3% 408 0 0.0% Q2 2026 Jul 31, 2026
OBSIDIAN CIO, LLC History No change 34,137 2,613 1.94% 1.94% 409 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 34,131 2,612 0.04% 0.04% 410 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 33,964 2,599 0.02% 0.02% 411 0 0.0% Q2 2026 Sep 23, 2026
Index Technologies Group LLC History No change 33,964 2,599 2.08% 2.08% 412 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 33,934 2,597 0.03% 0.03% 413 0 0.0% Q2 2026 Aug 12, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 33,864 2,592 0.15% 0.15% 414 0 0.0% Q2 2026 Aug 12, 2026
Mason Investment Advisory Services, Inc. History No change 33,784 2,586 0.1% 0.1% 415 0 0.0% Q2 2026 Aug 13, 2026
NAVELLIER & ASSOCIATES INC History No change 33,333 2,551 0.2% 0.2% 416 0 0.0% Q2 2026 Aug 04, 2026
ZENITH SOLUTIONS, INC. History No change 33,148 2,537 2.3% 2.3% 417 0 0.0% Q2 2026 Aug 03, 2026
Rose Capital Advisors LLC History No change 33,011 2,526 1.27% 1.27% 418 0 0.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History No change 32,635 2,498 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 11, 2026
Synergy Investment Management, LLC History No change 32,557 2,492 0.6% 0.6% 420 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Strategies, Inc. History No change 32,434 2,482 0.17% 0.17% 421 0 0.0% Q2 2026 Jul 24, 2026
HB Wealth Management, LLC History No change 32,386 2,479 0.01% 0.01% 422 0 0.0% Q2 2026 Jul 29, 2026
Advisory Solutions Group, LLC History No change 32,320 2,474 0.84% 0.84% 423 0 0.0% Q2 2026 Jul 29, 2026
Mayflower Financial Advisors, LLC History No change 31,787 2,433 0.21% 0.21% 424 0 0.0% Q2 2026 Jul 09, 2026
Wealthspire Advisors, LLC History No change 31,753 2,430 0.01% 0.01% 425 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 31,064 2,377 0.04% 0.04% 426 0 0.0% Q2 2026 Jul 31, 2026
SELDON CAPITAL LP History No change 31,000 2,373 0.74% 0.74% 427 0 0.0% Q2 2026 Aug 14, 2026
CogentBlue Wealth Advisors, LLC History No change 30,977 2,371 1.36% 1.36% 428 0 0.0% Q2 2026 Jul 16, 2026
WEDBUSH SECURITIES INC History No change 30,504 2,335 0.06% 0.06% 429 0 0.0% Q2 2026 Jul 28, 2026
Pitcairn Wealth Advisors LLC History No change 30,406 2,327 0.25% 0.25% 430 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Capital Group History No change 29,966 2,293 0.28% 0.28% 431 0 0.0% Q2 2026 Jul 08, 2026
Asempa Wealth Advisors History Reduced 29,401 2,289 1.75% 1.75% 432 -1,322 -4.3% Q3 2026 Oct 07, 2026
Neumann Capital Management, LLC History No change 29,785 2,280 1.51% 1.51% 433 0 0.0% Q2 2026 Jul 10, 2026
Petersen Hastings Wealth Advisors Inc. History No change 29,793 2,280 0.19% 0.19% 434 0 0.0% Q2 2026 Jul 17, 2026
Spectrum Planning & Advisory Services Inc. History No change 29,634 2,268 1.01% 1.01% 435 0 0.0% Q2 2026 Jul 14, 2026
Etesian Wealth Advisors, Inc. History No change 29,338 2,245 0.66% 0.66% 436 0 0.0% Q2 2026 Jul 23, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 28,933 2,214 0.03% 0.03% 437 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 28,652 2,193 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 28,645 2,192 0.02% 0.02% 439 0 0.0% Q2 2026 Aug 03, 2026
Financial Engines Advisors L.L.C. History No change 28,636 2,192 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 14, 2026
HORAN Wealth, LLC History No change 28,505 2,182 0.27% 0.27% 441 0 0.0% Q2 2026 Aug 26, 2026
Risk Paradigm Group, LLC History No change 28,272 2,164 1.7% 1.7% 442 0 0.0% Q2 2026 Aug 05, 2026
Virtus Family Office LLC History No change 28,029 2,145 1.7% 1.7% 443 0 0.0% Q2 2026 Aug 03, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 27,936 2,138 0.97% 0.97% 444 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History No change 27,894 2,135 0.11% 0.11% 445 0 0.0% Q2 2026 Jul 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 27,793 2,127 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 13, 2026
American State Bank (Iowa) History No change 27,785 2,126 0.86% 0.86% 447 0 0.0% Q2 2026 Jul 09, 2026
EHRLICH FINANCIAL GROUP History No change 27,292 2,089 1.07% 1.07% 448 0 0.0% Q2 2026 Jul 09, 2026
Kovack Advisors, Inc. History No change 27,269 2,085 0.1% 0.1% 449 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 27,104 2,074 0.02% 0.02% 450 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Management, LLC History No change 27,067 2,071 0.71% 0.71% 451 0 0.0% Q2 2026 Jul 07, 2026
Western Wealth Management, LLC History No change 26,993 2,066 0.07% 0.07% 452 0 0.0% Q2 2026 Aug 14, 2026
Windward Private Wealth Management Inc. History No change 26,844 2,054 0.66% 0.66% 453 0 0.0% Q2 2026 Aug 04, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 27,438 2,045 1.25% 1.25% 454 0 0.0% Q2 2026 Jul 31, 2026
BlueSky Wealth Advisors, LLC History No change 26,722 2,045 0.24% 0.24% 455 0 0.0% Q2 2026 Jul 28, 2026
RPg Family Wealth Advisory, LLC History No change 26,409 2,021 0.42% 0.42% 456 0 0.0% Q2 2026 Aug 04, 2026
Ridgeline Wealth, LLC History No change 26,401 2,020 1.18% 1.18% 457 0 0.0% Q2 2026 Jul 06, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 26,240 2,008 0.96% 0.96% 458 0 0.0% Q2 2026 Aug 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 26,138 2,000 0.11% 0.11% 459 0 0.0% Q2 2026 Aug 06, 2026
Aprio Wealth Management, LLC History No change 26,029 1,992 0.1% 0.1% 460 0 0.0% Q2 2026 Jul 24, 2026
UNIVEST FINANCIAL Corp History No change 26,021 1,991 0.1% 0.1% 461 0 0.0% Q2 2026 Aug 07, 2026
Clayton Financial Group LLC History No change 26,007 1,990 1.1% 1.1% 462 0 0.0% Q2 2026 Jul 20, 2026
McAdam, LLC History No change 25,725 1,969 0.08% 0.08% 463 0 0.0% Q2 2026 Aug 04, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 25,679 1,965 0.1% 0.1% 464 0 0.0% Q2 2026 Jul 20, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 25,418 1,945 0.49% 0.49% 465 0 0.0% Q2 2026 Jul 24, 2026
Weil Company, Inc. History No change 25,044 1,917 0.34% 0.34% 466 0 0.0% Q2 2026 Aug 05, 2026
Keel Point, LLC History No change 24,979 1,912 0.11% 0.11% 467 0 0.0% Q2 2026 Aug 14, 2026
Layline Advisors, LLC History No change 24,964 1,910 1.71% 1.71% 468 0 0.0% Q2 2026 Aug 20, 2026
Quartz Partners, LLC History No change 24,547 1,879 0.62% 0.62% 469 0 0.0% Q2 2026 Aug 10, 2026
Alta Wealth Advisors LLC History No change 24,510 1,876 0.51% 0.51% 470 0 0.0% Q2 2026 Jul 30, 2026
Interchange Capital Partners, LLC History No change 24,420 1,869 0.35% 0.35% 471 0 0.0% Q2 2026 Jul 20, 2026
FIRST HORIZON CORP History No change 24,414 1,868 0.07% 0.07% 472 0 0.0% Q2 2026 Jul 20, 2026
Sowell Financial Services LLC History No change 24,196 1,852 0.06% 0.06% 473 0 0.0% Q2 2026 Jul 17, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 24,178 1,850 0.03% 0.03% 474 0 0.0% Q2 2026 Aug 11, 2026
Portside Wealth Group, LLC History No change 24,077 1,843 0.21% 0.21% 475 0 0.0% Q2 2026 Jul 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 23,958 1,833 0.01% 0.01% 476 0 0.0% Q2 2026 Jul 28, 2026
Sigma Planning Corp History No change 23,945 1,832 0.05% 0.05% 477 0 0.0% Q2 2026 Aug 07, 2026
Rockingstone Advisors LLC History No change 23,875 1,827 0.73% 0.73% 478 0 0.0% Q2 2026 Jul 13, 2026
RFG Advisory, LLC History No change 23,723 1,815 0.03% 0.03% 479 0 0.0% Q2 2026 Jul 15, 2026
Hoxton Planning & Management, LLC History No change 23,573 1,804 0.47% 0.47% 480 0 0.0% Q2 2026 Jul 16, 2026
Wingate Wealth Advisors, Inc. History No change 23,553 1,802 0.79% 0.79% 481 0 0.0% Q2 2026 Jul 29, 2026
Vision Retirement, LLC History No change 23,131 1,770 0.43% 0.43% 482 0 0.0% Q2 2026 Jul 21, 2026
Gotham Asset Management, LLC History No change 23,112 1,769 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 23,104 1,768 0.03% 0.03% 484 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 22,920 1,754 0.05% 0.05% 485 0 0.0% Q2 2026 Aug 04, 2026
GGM Financial LLC History No change 22,767 1,742 0.66% 0.66% 486 0 0.0% Q2 2026 Jul 23, 2026
Portfolio Resources Advisor Group, Inc. History No change 22,388 1,713 1.45% 1.45% 487 0 0.0% Q2 2026 Jul 29, 2026
Stegner Investment Associates Inc. History No change 22,283 1,705 0.81% 0.81% 488 0 0.0% Q2 2026 Jul 24, 2026
InvesTrust History No change 22,235 1,702 0.66% 0.66% 489 0 0.0% Q2 2026 Jul 14, 2026
Avidian Wealth Enterprises, LLC History No change 22,008 1,684 0.05% 0.05% 490 0 0.0% Q2 2026 Jul 24, 2026
LexAurum Advisors, LLC History No change 21,984 1,682 0.19% 0.19% 491 0 0.0% Q2 2026 Jul 15, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 21,947 1,680 0.35% 0.35% 492 0 0.0% Q2 2026 Jul 17, 2026
Nicholas Hoffman & Company, LLC. History No change 21,937 1,679 0.04% 0.04% 493 0 0.0% Q2 2026 Aug 04, 2026
Operose Advisors LLC History No change 21,795 1,668 0.32% 0.32% 494 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 21,682 1,659 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 10, 2026
Maryland State Retirement & Pension System History No change 21,624 1,655 0.03% 0.03% 496 0 0.0% Q2 2026 Jul 30, 2026
ONE Advisory Partners, LLC History No change 21,601 1,653 0.45% 0.45% 497 0 0.0% Q2 2026 Jul 21, 2026
FWG Investments, LLC. History No change 21,567 1,650 0.87% 0.87% 498 0 0.0% Q2 2026 Jul 28, 2026
BLALOCK WILLIAMS, LLC History No change 21,553 1,649 1.07% 1.07% 499 0 0.0% Q2 2026 Aug 07, 2026
Campion Asset Management History No change 21,401 1,638 1.0% 1.0% 500 0 0.0% Q2 2026 Jul 28, 2026
Discipline Wealth Solutions, LLC History No change 21,362 1,635 0.14% 0.14% 501 0 0.0% Q2 2026 Jul 21, 2026
Independence Bank of Kentucky History No change 21,183 1,621 0.18% 0.18% 502 0 0.0% Q2 2026 Jul 13, 2026
LifePlan Investment Advisors, Inc. History No change 21,008 1,608 0.55% 0.55% 503 0 0.0% Q2 2026 Aug 11, 2026
Inspire Advisors, LLC History No change 20,940 1,602 0.11% 0.11% 504 0 0.0% Q2 2026 Aug 13, 2026
Foundation Wealth Management, LLC\PA History No change 20,743 1,587 0.48% 0.48% 505 0 0.0% Q2 2026 Jul 21, 2026
SouthState Bank Corp History No change 20,420 1,563 0.07% 0.07% 506 0 0.0% Q2 2026 Aug 06, 2026
Riverbend Wealth Management, LLC History No change 20,349 1,557 0.78% 0.78% 507 0 0.0% Q2 2026 Jul 22, 2026
DAVENPORT & Co LLC History No change 20,338 1,556 0.01% 0.01% 508 0 0.0% Q2 2026 Jul 13, 2026
PFG Advisors History No change 20,156 1,542 0.08% 0.08% 509 0 0.0% Q2 2026 Jul 16, 2026
REGIMEN WEALTH, LLC History No change 20,046 1,542 0.42% 0.42% 510 0 0.0% Q2 2026 Aug 05, 2026
BCU Wealth Advisors, LLC History No change 20,073 1,536 0.51% 0.51% 511 0 0.0% Q2 2026 Jul 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 19,985 1,529 0.02% 0.02% 512 0 0.0% Q2 2026 Aug 13, 2026
Per Stirling Capital Management, LLC. History No change 19,818 1,517 0.14% 0.14% 513 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 19,775 1,513 0.54% 0.54% 514 0 0.0% Q2 2026 Aug 04, 2026
First Citizens Financial Corp History Reduced 19,107 1,512 0.64% 0.62% 515 -206 -1.07% Q3 2026 Oct 02, 2026
Wilkerson Advisory Group LLC History No change 19,723 1,509 0.46% 0.46% 516 0 0.0% Q2 2026 Jul 21, 2026
McMill Wealth Management History No change 19,473 1,490 0.36% 0.36% 517 0 0.0% Q2 2026 Aug 17, 2026
Innova Wealth Partners History No change 19,191 1,469 0.6% 0.6% 518 0 0.0% Q2 2026 Jul 15, 2026
Latitude Advisors, LLC History No change 19,128 1,464 0.58% 0.58% 519 0 0.0% Q2 2026 Jul 27, 2026
Mosley Wealth Management History No change 19,083 1,460 0.46% 0.46% 520 0 0.0% Q2 2026 Jul 23, 2026
Quadcap Wealth Management, LLC History No change 18,963 1,451 0.14% 0.14% 521 0 0.0% Q2 2026 Jul 31, 2026
MYCIO WEALTH PARTNERS, LLC History No change 18,925 1,448 0.27% 0.27% 522 0 0.0% Q2 2026 Aug 12, 2026
Powerhouse Assets LLC History No change 18,648 1,427 1.16% 1.16% 523 0 0.0% Q2 2026 Jul 23, 2026
Mainstream Capital Management LLC History No change 18,547 1,419 0.85% 0.85% 524 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Asset Management, LLC History No change 18,505 1,416 0.14% 0.14% 525 0 0.0% Q2 2026 Aug 11, 2026
Axis Wealth Partners, LLC History No change 18,465 1,413 0.68% 0.68% 526 0 0.0% Q2 2026 Jul 28, 2026
JDH Wealth Management, LLC History No change 18,424 1,410 0.86% 0.86% 527 0 0.0% Q2 2026 Jul 22, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 18,326 1,402 0.18% 0.18% 528 0 0.0% Q2 2026 Aug 25, 2026
Westside Investment Management, Inc. History No change 18,280 1,399 0.18% 0.18% 529 0 0.0% Q2 2026 Jul 27, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 18,151 1,389 0.48% 0.48% 530 0 0.0% Q2 2026 Aug 13, 2026
Kassira Wealth Management LLC History No change 18,086 1,384 1.11% 1.11% 531 0 0.0% Q2 2026 Aug 07, 2026
Bluespring Wealth Management, LLC History No change 17,996 1,377 0.03% 0.03% 532 0 0.0% Q2 2026 Aug 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 17,895 1,369 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 07, 2026
Unique Wealth Strategies, LLC History No change 17,885 1,369 0.5% 0.5% 534 0 0.0% Q2 2026 Jul 15, 2026
IEQ CAPITAL, LLC History No change 17,864 1,367 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 17,792 1,362 0.05% 0.05% 536 0 0.0% Q2 2026 Aug 17, 2026
Quest 10 Wealth Builders, Inc. History No change 17,626 1,349 1.05% 1.05% 537 0 0.0% Q2 2026 Jul 24, 2026
Sound Financial Strategies Group, LLC History No change 17,619 1,348 0.86% 0.86% 538 0 0.0% Q2 2026 Aug 10, 2026
Horizon Wealth Management, LLC History No change 17,475 1,337 0.17% 0.17% 539 0 0.0% Q2 2026 Aug 06, 2026
LRI Investments, LLC History No change 17,339 1,327 0.11% 0.11% 540 0 0.0% Q2 2026 Jul 14, 2026
SeedSafe Financial LLC History No change 17,148 1,312 0.94% 0.94% 541 0 0.0% Q2 2026 Aug 12, 2026
BENJAMIN EDWARDS INC History No change 17,097 1,308 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 24, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 17,036 1,304 0.07% 0.07% 543 0 0.0% Q2 2026 Jul 31, 2026
Betterment LLC History No change 16,886 1,293 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 14, 2026
Scarborough Advisors, LLC History No change 16,347 1,290 0.15% 0.15% 545 0 0.0% Q2 2026 Jul 21, 2026
Ascension Capital Advisors, Inc. History No change 16,815 1,287 0.36% 0.36% 546 0 0.0% Q2 2026 Jul 27, 2026
Sagace Wealth Management LLC History No change 16,805 1,286 0.81% 0.81% 547 0 0.0% Q2 2026 Aug 03, 2026
Unify Financial Advisors History No change 16,698 1,278 1.18% 1.18% 548 0 0.0% Q2 2026 Jul 21, 2026
Claro Advisors Inc. History No change 16,633 1,273 0.13% 0.13% 549 0 0.0% Q2 2026 Jul 30, 2026
Signal Advisors Wealth, LLC History No change 16,611 1,271 0.06% 0.06% 550 0 0.0% Q2 2026 Aug 04, 2026
Evanson Financial, LLC History No change 16,410 1,256 0.06% 0.06% 551 0 0.0% Q2 2026 Jul 07, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 16,399 1,255 0.72% 0.72% 552 0 0.0% Q2 2026 Jul 15, 2026
Parkwoods Wealth Partners, LLC History No change 16,393 1,254 0.2% 0.2% 553 0 0.0% Q2 2026 Jul 27, 2026
Fermata Advisors, LLC History No change 16,372 1,253 0.25% 0.25% 554 0 0.0% Q2 2026 Jul 07, 2026
Fonville Wealth Management LLC History No change 16,337 1,250 0.2% 0.2% 555 0 0.0% Q2 2026 Jul 28, 2026
Horizon Investments, LLC History No change 16,048 1,228 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 13, 2026
Global Wealth Management Investment Advisory, Inc. History No change 15,970 1,222 0.17% 0.17% 557 0 0.0% Q2 2026 Jul 29, 2026
Transamerica Financial Advisors, LLC History No change 15,860 1,214 0.1% 0.1% 558 0 0.0% Q2 2026 Aug 14, 2026
Walleye Partners, LLC History No change 15,775 1,207 1.38% 1.38% 559 0 0.0% Q2 2026 Jul 24, 2026
Braun-Bostich & Associates Inc. History No change 15,751 1,205 0.67% 0.67% 560 0 0.0% Q2 2026 Jul 24, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 15,719 1,203 0.91% 0.91% 561 0 0.0% Q2 2026 Aug 07, 2026
J. Derek Lewis & Associates Inc. History No change 15,703 1,202 0.23% 0.23% 562 0 0.0% Q2 2026 Jul 31, 2026
Blue Zone Wealth Advisors, LLC History No change 15,701 1,201 0.21% 0.21% 563 0 0.0% Q2 2026 Jul 14, 2026
PRIVATE TRUST CO NA History No change 15,649 1,197 0.1% 0.1% 564 0 0.0% Q2 2026 Jul 28, 2026
OLD NATIONAL BANCORP /IN/ History No change 15,523 1,188 0.02% 0.02% 565 0 0.0% Q2 2026 Jul 15, 2026
Mesirow Financial Investment Management, Inc. History No change 15,527 1,188 0.02% 0.02% 566 0 0.0% Q2 2026 Jul 22, 2026
Patriot Financial Group Insurance Agency, LLC History No change 15,370 1,176 0.12% 0.12% 567 0 0.0% Q2 2026 Jul 16, 2026
ASL Financial, LLC History No change 15,351 1,175 0.83% 0.83% 568 0 0.0% Q2 2026 Jul 21, 2026
FIRST NATIONAL BANK OF OMAHA History No change 15,338 1,174 0.03% 0.03% 569 0 0.0% Q2 2026 Aug 07, 2026
Daviman Financial, LLC History No change 15,345 1,174 0.65% 0.65% 570 0 0.0% Q2 2026 Jul 24, 2026
MACKENZIE FINANCIAL CORP History No change 15,312 1,172 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 15,280 1,169 0.24% 0.24% 572 0 0.0% Q2 2026 Jul 23, 2026
Sierra Capital LLC History No change 15,250 1,167 0.11% 0.11% 573 0 0.0% Q2 2026 Aug 13, 2026
NORTHLAND SECURITIES, INC. History No change 15,211 1,164 0.68% 0.68% 574 0 0.0% Q2 2026 Aug 04, 2026
First Heartland Consultants, Inc. History No change 15,177 1,161 0.08% 0.08% 575 0 0.0% Q2 2026 Jul 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 15,096 1,155 0.02% 0.02% 576 0 0.0% Q2 2026 Jul 23, 2026
Squarepoint Ops LLC History No change 15,057 1,152 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 14, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 15,028 1,150 0.11% 0.11% 578 0 0.0% Q2 2026 Jul 22, 2026
PUREfi Wealth, LLC History No change 14,986 1,147 0.63% 0.63% 579 0 0.0% Q2 2026 Jul 27, 2026
Arcadia Wealth Management, LLC History No change 14,916 1,141 0.36% 0.36% 580 0 0.0% Q2 2026 Jul 20, 2026
Accelerate Investment Advisors LLC History No change 14,839 1,135 0.65% 0.65% 581 0 0.0% Q2 2026 Aug 12, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 14,649 1,121 0.14% 0.14% 582 0 0.0% Q2 2026 Jul 27, 2026
Ameritas Advisory Services, LLC History No change 14,638 1,120 0.02% 0.02% 583 0 0.0% Q2 2026 Aug 14, 2026
KINTRA WEALTH, LLC History No change 13,631 1,116 0.06% 0.06% 584 0 0.0% Q2 2026 Aug 14, 2026
Falcon Wealth Planning History No change 14,503 1,110 0.07% 0.07% 585 0 0.0% Q2 2026 Jul 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 14,359 1,099 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 30, 2026
Beacon Financial Advisory LLC History No change 14,297 1,094 0.22% 0.22% 587 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY ADVISORS, INC. History No change 14,285 1,093 0.74% 0.74% 588 0 0.0% Q2 2026 Jul 24, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 14,212 1,087 0.14% 0.14% 589 0 0.0% Q2 2026 Aug 14, 2026
Net Worth Advisory Group History No change 14,088 1,078 0.27% 0.27% 590 0 0.0% Q2 2026 Jul 13, 2026
Financial Perspectives, Inc History No change 14,018 1,073 0.26% 0.26% 591 0 0.0% Q2 2026 Jul 24, 2026
Pointe Capital Management LLC History No change 13,904 1,064 0.48% 0.48% 592 0 0.0% Q2 2026 Aug 14, 2026
McCartney Wealth Management LLC History No change 13,848 1,060 0.8% 0.8% 593 0 0.0% Q2 2026 Aug 03, 2026
MISSION WEALTH MANAGEMENT, LP History No change 13,805 1,056 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 20, 2026
Midwest Capital Advisors, LLC History No change 13,773 1,054 0.43% 0.43% 595 0 0.0% Q2 2026 Jul 28, 2026
ARK & TLK INVESTMENTS, LLC History No change 13,673 1,046 0.26% 0.26% 596 0 0.0% Q2 2026 Jul 20, 2026
J.M. Arbour, LLC History No change 13,595 1,040 0.9% 0.9% 597 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History No change 13,382 1,024 0.17% 0.17% 598 0 0.0% Q2 2026 Jul 07, 2026
Vantus Wealth LLC History No change 13,370 1,023 0.55% 0.55% 599 0 0.0% Q2 2026 Aug 07, 2026
Talisman Wealth Advisors LLC History No change 13,349 1,021 0.76% 0.76% 600 0 0.0% Q2 2026 Aug 14, 2026
O'Connor Financial Group LLC History No change 13,329 1,020 0.36% 0.36% 601 0 0.0% Q2 2026 Jul 17, 2026
Asset Dedication, LLC History No change 13,315 1,019 0.06% 0.06% 602 0 0.0% Q2 2026 Jul 30, 2026
Valeo Financial Advisors, LLC History No change 13,315 1,019 0.02% 0.02% 603 0 0.0% Q2 2026 Jul 08, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 13,299 1,018 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 07, 2026
Hardin Capital Partners, LLC History No change 13,258 1,015 0.47% 0.47% 605 0 0.0% Q2 2026 Jul 07, 2026
Parallel Advisors, LLC History No change 13,252 1,014 0.02% 0.02% 606 0 0.0% Q2 2026 Aug 05, 2026
Tempus Wealth Planning, LLC History No change 13,119 1,004 0.2% 0.2% 607 0 0.0% Q2 2026 Jul 22, 2026
Two West Capital Advisors LLC History No change 12,893 1,004 0.5% 0.5% 608 0 0.0% Q2 2026 Jul 22, 2026
Factor Wealth Management LTD History No change 13,075 1,000 0.15% 0.15% 609 0 0.0% Q2 2026 Jul 07, 2026
WealthPlan Investment Management, LLC History No change 13,040 998 0.05% 0.05% 610 0 0.0% Q2 2026 Jul 28, 2026
FLP Wealth Management, LLC History No change 13,017 996 1.77% 1.77% 611 0 0.0% Q2 2026 Jul 28, 2026
Advisory Alpha, LLC History No change 12,939 990 0.02% 0.02% 612 0 0.0% Q2 2026 Aug 11, 2026
B.O.S.S. Retirement Advisors, LLC History No change 12,884 986 0.27% 0.27% 613 0 0.0% Q2 2026 Jul 20, 2026
Wealthfront Advisers LLC History No change 12,859 984 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Advisory Services, LLC History No change 12,812 980 0.06% 0.06% 615 0 0.0% Q2 2026 Jul 23, 2026
WASHINGTON TRUST Co History No change 12,704 972 0.03% 0.03% 616 0 0.0% Q2 2026 Aug 03, 2026
PFG Investments, LLC History No change 12,696 971 0.04% 0.04% 617 0 0.0% Q2 2026 Jul 23, 2026
EWA, LLC History No change 12,640 967 0.18% 0.18% 618 0 0.0% Q2 2026 Jul 14, 2026
Allie Family Office LLC History No change 12,633 967 0.36% 0.36% 619 0 0.0% Q2 2026 Oct 02, 2026
Heritage Family Offices, LLP History No change 12,622 966 0.37% 0.37% 620 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 12,622 966 0.37% 0.37% 621 0 0.0% Q2 2026 Jul 06, 2026
OPINICUS CAPITAL, INC. History No change 12,614 965 0.52% 0.52% 622 0 0.0% Q2 2026 Jul 27, 2026
Rialto Wealth Management, LLC History No change 12,487 955 0.19% 0.19% 623 0 0.0% Q2 2026 Aug 11, 2026
American Financial Advisors, LLC History No change 12,449 952 0.11% 0.11% 624 0 0.0% Q2 2026 Jul 14, 2026
25 LLC History No change 12,234 936 0.26% 0.26% 625 0 0.0% Q2 2026 Jul 28, 2026
SHUFRO ROSE & CO LLC History No change 12,178 932 0.05% 0.05% 626 0 0.0% Q2 2026 Aug 12, 2026
Allegheny Financial Group History No change 12,137 929 0.1% 0.1% 627 0 0.0% Q2 2026 Jul 22, 2026
Lifeworks Advisors, LLC History No change 12,133 928 0.1% 0.1% 628 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Wealth Management, LLC History No change 12,083 925 0.14% 0.14% 629 0 0.0% Q2 2026 Jul 30, 2026
Moors & Cabot, Inc. History No change 12,077 924 0.04% 0.04% 630 0 0.0% Q2 2026 Aug 10, 2026
Financial Management Professionals, Inc. History No change 12,070 923 0.09% 0.09% 631 0 0.0% Q2 2026 Jul 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 12,022 920 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 14, 2026
CHILTON INVESTMENT CO INC. History No change 11,900 910 0.02% 0.02% 633 0 0.0% Q2 2026 Aug 14, 2026
BWM Planning, LLC History No change 11,838 906 0.21% 0.21% 634 0 0.0% Q2 2026 Jul 23, 2026
Fairvoy Private Wealth, LLC History No change 11,808 903 0.18% 0.18% 635 0 0.0% Q2 2026 Jul 17, 2026
Vident Advisory, LLC History No change 11,785 902 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 12, 2026
RCS Financial Planning, LLC History No change 11,678 893 0.42% 0.42% 637 0 0.0% Q2 2026 Jul 22, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 11,659 892 0.11% 0.11% 638 0 0.0% Q2 2026 Aug 13, 2026
CORE WEALTH ADVISORS, LLC History No change 11,621 889 0.66% 0.66% 639 0 0.0% Q2 2026 Aug 04, 2026
Fiduciary Alliance LLC History No change 11,605 888 0.06% 0.06% 640 0 0.0% Q2 2026 Jul 20, 2026
NICOLET BANKSHARES INC History No change 11,559 884 0.03% 0.03% 641 0 0.0% Q2 2026 Aug 11, 2026
Cooper Financial Group History Reduced 11,152 882 0.07% 0.07% 642 -637 -5.4% Q3 2026 Oct 07, 2026
Koss-Olinger Consulting, LLC History No change 11,501 880 0.07% 0.07% 643 0 0.0% Q2 2026 Aug 10, 2026
DRW Securities, LLC History No change 11,492 879 0.02% 0.02% 644 0 0.0% Q2 2026 Aug 14, 2026
Manhattan West Asset Management, LLC History No change 11,490 879 0.15% 0.15% 645 0 0.0% Q2 2026 Aug 11, 2026
Aspire Private Capital, LLC History No change 11,254 861 0.18% 0.18% 646 0 0.0% Q2 2026 Jul 15, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 11,158 854 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 17, 2026
Keystone Wealth Services, LLC History No change 11,081 848 0.16% 0.16% 648 0 0.0% Q2 2026 Aug 05, 2026
Accurate Wealth Management, LLC History No change 10,799 846 0.08% 0.08% 649 0 0.0% Q2 2026 Jul 14, 2026
Argent Trust Co History No change 11,009 842 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 06, 2026
Sound Income Strategies, LLC History No change 10,975 840 0.04% 0.04% 651 0 0.0% Q2 2026 Jul 20, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 10,951 838 0.03% 0.03% 652 0 0.0% Q2 2026 Jul 27, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 10,900 834 0.14% 0.14% 653 0 0.0% Q2 2026 Jul 27, 2026
Mission Financial Group, LLC History No change 10,858 831 0.69% 0.69% 654 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 10,784 825 0.04% 0.04% 655 0 0.0% Q2 2026 Jul 10, 2026
Intrua Financial, LLC History No change 10,715 820 0.08% 0.08% 656 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Management, Inc. History No change 10,701 819 0.25% 0.25% 657 0 0.0% Q2 2026 Jul 15, 2026
Foster Group, Inc. History No change 10,683 817 0.02% 0.02% 658 0 0.0% Q2 2026 Jul 07, 2026
Fisher Asset Management, LLC History No change 10,656 815 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 04, 2026
Waldron Private Wealth LLC History No change 10,649 815 0.03% 0.03% 660 0 0.0% Q2 2026 Jul 20, 2026
VERITY Wealth Advisors History No change 10,611 812 0.49% 0.49% 661 0 0.0% Q2 2026 Jul 16, 2026
NWAM LLC History No change 10,602 811 0.04% 0.04% 662 0 0.0% Q2 2026 Jul 23, 2026
Pettinga Financial Advisors LLC History No change 10,540 806 0.13% 0.13% 663 0 0.0% Q2 2026 Jul 09, 2026
Lloyd Advisory Services, LLC. History No change 10,482 802 0.31% 0.31% 664 0 0.0% Q2 2026 Aug 07, 2026
Traveka Wealth, LLC History No change 10,414 797 0.27% 0.27% 665 0 0.0% Q2 2026 Jul 21, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 10,368 793 0.12% 0.12% 666 0 0.0% Q2 2026 Jul 21, 2026
Quotient Wealth Partners, LLC History No change 10,321 790 0.02% 0.02% 667 0 0.0% Q2 2026 Aug 03, 2026
Rossby Financial, LCC History No change 10,282 787 0.14% 0.14% 668 0 0.0% Q2 2026 Aug 04, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 10,249 784 0.15% 0.15% 669 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 10,031 783 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 27, 2026
Goelzer Investment Management, Inc. History No change 10,241 783 0.03% 0.03% 671 0 0.0% Q2 2026 Jul 14, 2026
Fragasso Financial Advisors Inc History No change 10,219 782 0.04% 0.04% 672 0 0.0% Q2 2026 Jul 09, 2026
Turtle Creek Wealth Advisors, LLC History No change 10,161 777 0.04% 0.04% 673 0 0.0% Q2 2026 Jul 27, 2026
Wealth Quarterback LLC History No change 10,136 775 0.24% 0.24% 674 0 0.0% Q2 2026 Jul 27, 2026
Addison Capital Co History No change 10,124 774 0.13% 0.13% 675 0 0.0% Q2 2026 Aug 04, 2026
CERTUITY, LLC History No change 10,080 771 0.04% 0.04% 676 0 0.0% Q2 2026 Jul 28, 2026
Sovereign Financial Group, Inc. History No change 10,011 766 0.12% 0.12% 677 0 0.0% Q2 2026 Jul 24, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 9,991 764 0.2% 0.2% 678 0 0.0% Q2 2026 Jul 09, 2026
Plante Moran Financial Advisors, LLC History No change 9,860 754 0.04% 0.04% 679 0 0.0% Q2 2026 Aug 06, 2026
Ariadne Wealth Management, LP History No change 9,845 753 0.33% 0.33% 680 0 0.0% Q2 2026 Aug 13, 2026
SWP FINANCIAL LLC History No change 9,816 751 0.35% 0.35% 681 0 0.0% Q2 2026 Jul 24, 2026
NWF Advisory Services Inc. History No change 9,814 751 0.07% 0.07% 682 0 0.0% Q2 2026 Jul 29, 2026
Decker Retirement Planning Inc. History No change 9,763 747 0.25% 0.25% 683 0 0.0% Q2 2026 Jul 16, 2026
RHS Financial, LLC History No change 9,713 743 0.3% 0.3% 684 0 0.0% Q2 2026 Aug 07, 2026
Raleigh Capital Management Inc. History No change 9,718 743 0.24% 0.24% 685 0 0.0% Q2 2026 Jul 21, 2026
WORLD EQUITY GROUP, INC. History No change 9,658 739 0.17% 0.17% 686 0 0.0% Q2 2026 Jul 09, 2026
Keystone Financial Group History No change 9,490 726 0.04% 0.04% 687 0 0.0% Q2 2026 Jul 29, 2026
ALTFEST L J & CO INC History No change 9,479 725 0.07% 0.07% 688 0 0.0% Q2 2026 Jul 30, 2026
Bryn Mawr Trust Advisors, LLC History No change 9,455 723 0.03% 0.03% 689 0 0.0% Q2 2026 Aug 03, 2026
MOTIVE WEALTH ADVISORS History No change 9,437 722 0.3% 0.3% 690 0 0.0% Q2 2026 Jul 20, 2026
HAZLETT, BURT & WATSON, INC. History No change 9,355 715 0.19% 0.19% 691 0 0.0% Q2 2026 Jul 30, 2026
BRIGHTON JONES LLC History No change 9,349 715 0.01% 0.01% 692 0 0.0% Q2 2026 Aug 11, 2026
Facet Wealth, Inc. History No change 9,351 715 0.01% 0.01% 693 0 0.0% Q2 2026 Jul 27, 2026
Kestra Investment Management, LLC History No change 9,291 711 0.01% 0.01% 694 0 0.0% Q2 2026 Aug 05, 2026
Redwood Investment Management, LLC History No change 9,266 709 0.07% 0.07% 695 0 0.0% Q2 2026 Aug 14, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 9,269 709 0.17% 0.17% 696 0 0.0% Q2 2026 Jul 16, 2026
Stokes Family Office, LLC History No change 9,196 703 0.08% 0.08% 697 0 0.0% Q2 2026 Aug 11, 2026
Pure Financial Advisors, LLC History No change 9,149 700 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 9,133 699 0.01% 0.01% 699 0 0.0% Q2 2026 Jul 27, 2026
Bison Wealth, LLC History No change 8,896 698 0.06% 0.06% 700 0 0.0% Q2 2026 Jul 07, 2026
Samalin Investment Counsel, LLC History No change 9,102 696 0.22% 0.22% 701 0 0.0% Q2 2026 Jul 27, 2026
Krilogy Financial LLC History No change 9,080 695 0.02% 0.02% 702 0 0.0% Q2 2026 Jul 27, 2026
Advisors Capital Management, LLC History No change 9,033 691 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 11, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 8,998 688 0.1% 0.1% 704 0 0.0% Q2 2026 Jul 14, 2026
Lodestone Wealth Management LLC History No change 8,982 687 0.24% 0.24% 705 0 0.0% Q2 2026 Jul 23, 2026
Forvis Mazars Wealth Advisors, LLC History No change 8,913 682 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 8,913 682 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 06, 2026
Chatterton & Associates Inc. History No change 8,701 677 0.4% 0.4% 708 0 0.0% Q2 2026 Jul 14, 2026
Vermillion & White Wealth Management Group, LLC History No change 8,826 675 0.34% 0.34% 709 0 0.0% Q2 2026 Aug 18, 2026
Cherry Tree Wealth Management, LLC History No change 8,737 668 0.13% 0.13% 710 0 0.0% Q2 2026 Sep 15, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 8,429 667 0.13% 0.15% 711 -495 -5.55% Q3 2026 Oct 05, 2026
Centennial Advisors, LLC History No change 8,703 666 0.79% 0.79% 712 0 0.0% Q2 2026 Jul 27, 2026
Physician Wealth Advisors, Inc. History No change 8,583 657 0.08% 0.08% 713 0 0.0% Q2 2026 Jul 20, 2026
SCOTIA CAPITAL INC. History No change 8,559 655 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 11, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 8,569 655 0.07% 0.07% 715 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Bancorp, Inc. History No change 8,558 655 0.17% 0.17% 716 0 0.0% Q2 2026 Jul 28, 2026
Milestone Asset Management Group, LLC History No change 8,562 655 0.33% 0.33% 717 0 0.0% Q2 2026 Jul 30, 2026
Aurelius Family Office LLC History No change 8,550 654 0.26% 0.26% 718 0 0.0% Q2 2026 Jul 13, 2026
Freestone Capital Holdings, LLC History No change 8,524 652 0.02% 0.02% 719 0 0.0% Q2 2026 Jul 31, 2026
Essex Bank History No change 8,504 650 0.14% 0.14% 720 0 0.0% Q2 2026 Jul 23, 2026
Visionary Wealth Advisors History No change 8,466 648 0.03% 0.03% 721 0 0.0% Q2 2026 Aug 13, 2026
SUTTON PLACE INVESTORS LLC History No change 8,473 648 0.31% 0.31% 722 0 0.0% Q2 2026 Aug 06, 2026
TritonPoint Partners, LLC History No change 8,434 645 0.05% 0.05% 723 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 8,425 644 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 04, 2026
Argent Advisors, Inc. History No change 8,401 643 0.16% 0.16% 725 0 0.0% Q2 2026 Aug 05, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 8,409 643 0.54% 0.54% 726 0 0.0% Q2 2026 Aug 03, 2026
Spectrum Advisors, Inc. History No change 8,399 642 0.45% 0.45% 727 0 0.0% Q2 2026 Oct 07, 2026
Cassaday & Co Wealth Management LLC History No change 8,320 636 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 10, 2026
GHP Investment Advisors, Inc. History No change 8,284 634 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 17, 2026
Curi Capital, LLC History No change 8,117 621 0.01% 0.01% 730 0 0.0% Q2 2026 Aug 14, 2026
DIVERSIFIED MANAGEMENT INC History No change 8,073 617 0.13% 0.13% 731 0 0.0% Q2 2026 Jul 09, 2026
Arvest Bank Trust Division History No change 8,059 616 0.03% 0.03% 732 0 0.0% Q2 2026 Aug 13, 2026
CLARIS ADVISORS, LLC / MO / History No change 8,060 616 0.16% 0.16% 733 0 0.0% Q2 2026 Jul 21, 2026
CGN Advisors LLC History No change 7,953 608 0.04% 0.04% 734 0 0.0% Q2 2026 Jul 06, 2026
Harbour Capital Advisors, LLC History No change 7,709 604 0.11% 0.11% 735 0 0.0% Q2 2026 Jul 15, 2026
Friday Financial History No change 7,651 597 0.16% 0.16% 736 0 0.0% Q2 2026 Jul 09, 2026
National Philanthropic Trust History No change 7,748 593 0.01% 0.01% 737 0 0.0% Q2 2026 Aug 14, 2026
Security Financial Services, INC. History No change 7,715 590 0.08% 0.08% 738 0 0.0% Q2 2026 Jul 15, 2026
Cassilly Financial Group LLC History Reduced 7,361 582 0.39% 0.41% 739 -2 -0.03% Q3 2026 Oct 07, 2026
Creative Capital Management Investments LLC History No change 7,590 581 0.13% 0.13% 740 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 7,584 580 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 13, 2026
Balance Wealth Partners LLC History No change 7,515 575 0.15% 0.15% 742 0 0.0% Q2 2026 Jul 21, 2026
Palisade Asset Management, LLC History No change 7,482 572 0.05% 0.05% 743 0 0.0% Q2 2026 Jul 20, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 7,480 572 0.07% 0.07% 744 0 0.0% Q2 2026 Aug 11, 2026
GFS Advisors, LLC History No change 130 566 0.06% 0.06% 745 0 0.0% Q2 2026 Aug 04, 2026
Independent Advisor Alliance History No change 7,402 566 0.01% 0.01% 746 0 0.0% Q2 2026 Aug 12, 2026
UPTICK PARTNERS, LLC History No change 7,385 565 0.09% 0.09% 747 0 0.0% Q2 2026 Aug 10, 2026
MainStreet Investment Advisors LLC History No change 7,323 560 0.08% 0.08% 748 0 0.0% Q2 2026 Aug 12, 2026
Tranquility Partners, LLC History No change 7,293 558 0.19% 0.19% 749 0 0.0% Q2 2026 Jul 23, 2026
BEACON FINANCIAL GROUP History No change 7,276 556 0.05% 0.05% 750 0 0.0% Q2 2026 Jul 16, 2026
Ballentine Partners, LLC History No change 7,220 552 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 17, 2026
Madison Wealth Partners, Inc History No change 7,199 551 0.07% 0.07% 752 0 0.0% Q2 2026 Aug 12, 2026
Fortis Capital Management LLC History No change 7,180 549 0.06% 0.06% 753 0 0.0% Q2 2026 Aug 12, 2026
Hyundai Investments Co., Ltd. History No change 7,136 546 0.59% 0.59% 754 0 0.0% Q2 2026 Aug 14, 2026
WEALTHGARDEN F.S. LLC History No change 7,127 545 0.31% 0.31% 755 0 0.0% Q2 2026 Jul 31, 2026
Legacy Wealth Partners, LLC History No change 7,131 545 0.12% 0.12% 756 0 0.0% Q2 2026 Jul 22, 2026
Avantra Family Wealth, Inc. History No change 7,081 542 0.35% 0.35% 757 0 0.0% Q2 2026 Jul 29, 2026
Michels Family Financial, LLC History No change 7,065 540 0.35% 0.35% 758 0 0.0% Q2 2026 Aug 14, 2026
MSH Capital Advisors LLC History No change 7,044 539 0.09% 0.09% 759 0 0.0% Q2 2026 Aug 10, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 7,032 538 0.03% 0.03% 760 0 0.0% Q2 2026 Aug 04, 2026
Montis Financial, LLC History No change 7,036 538 0.11% 0.11% 761 0 0.0% Q2 2026 Aug 05, 2026
Semus Wealth Partners LLC History No change 7,031 538 0.26% 0.26% 762 0 0.0% Q2 2026 Aug 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 6,935 537 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 06, 2026
Lauterbach Financial Advisors, LLC History No change 6,987 534 0.23% 0.23% 764 0 0.0% Q2 2026 Jul 27, 2026
Advisor OS, LLC History No change 6,819 521 0.03% 0.03% 765 0 0.0% Q2 2026 Aug 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 6,794 520 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 6,775 518 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 27, 2026
Foundry Financial Group, Inc. History No change 6,756 517 0.22% 0.22% 768 0 0.0% Q2 2026 Jul 22, 2026
TRUST CO OF VERMONT History No change 6,701 512 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 07, 2026
Essex Financial Services, Inc. History No change 6,641 508 0.03% 0.03% 770 0 0.0% Q2 2026 Aug 10, 2026
Well Done, LLC History No change 6,605 505 0.07% 0.07% 771 0 0.0% Q2 2026 Jul 24, 2026
Midwest Heritage Bank, FSB History No change 6,602 505 0.14% 0.14% 772 0 0.0% Q2 2026 Jul 28, 2026
A4 Wealth Advisors LLC History No change 6,564 502 0.33% 0.33% 773 0 0.0% Q2 2026 Jul 28, 2026
Aerodigm Wealth, LLC History No change 6,543 500 0.17% 0.17% 774 0 0.0% Q2 2026 Aug 04, 2026
Tradition Wealth Management, LLC History No change 6,524 499 0.03% 0.03% 775 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History No change 6,300 498 0.01% 0.01% 776 0 0.0% Q3 2026 Oct 05, 2026
LANE BROTHERS & CO INC History No change 6,517 498 0.33% 0.33% 777 0 0.0% Q2 2026 Aug 05, 2026
NOVEM GROUP History No change 6,473 495 0.05% 0.05% 778 0 0.0% Q2 2026 Jul 21, 2026
Madson Wealth Advisors Inc History No change 6,427 492 0.33% 0.33% 779 0 0.0% Q2 2026 Jul 21, 2026
TOWNSQUARE CAPITAL LLC History No change 6,421 491 0.09% 0.09% 780 0 0.0% Q2 2026 Aug 14, 2026
Indie Asset Partners, LLC History No change 6,423 491 0.47% 0.47% 781 0 0.0% Q2 2026 Aug 07, 2026
SwitchPoint Financial Planning, LLC History No change 6,415 491 0.28% 0.28% 782 0 0.0% Q2 2026 Aug 14, 2026
Trust Point Inc. History No change 6,369 487 0.04% 0.04% 783 0 0.0% Q2 2026 Jul 08, 2026
Wright Wealth LLC History No change 6,365 487 0.29% 0.29% 784 0 0.0% Q2 2026 Jul 29, 2026
Allegiance Financial Group Advisory Services LLC History No change 6,337 485 0.08% 0.08% 785 0 0.0% Q2 2026 Jul 27, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 6,324 484 0.02% 0.02% 786 0 0.0% Q2 2026 Aug 13, 2026
Insight Wealth Strategies, LLC History No change 6,336 484 0.05% 0.05% 787 0 0.0% Q2 2026 Jul 10, 2026
Aaron Wealth Advisors LLC History No change 6,331 484 0.02% 0.02% 788 0 0.0% Q2 2026 Jul 16, 2026
Northwest Bancshares, Inc. History No change 6,283 480 0.09% 0.09% 789 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 6,247 478 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 31, 2026
TRUE Private Wealth Advisors History No change 6,244 477 0.04% 0.04% 791 0 0.0% Q2 2026 Jul 23, 2026
Continuum Advisory, LLC History No change 6,244 477 0.04% 0.04% 792 0 0.0% Q2 2026 Aug 06, 2026
Squire Investment Management Company, LLC History No change 6,222 476 0.11% 0.11% 793 0 0.0% Q2 2026 Jul 28, 2026
AlTi Global, Inc. History No change 6,205 474 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 05, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 6,173 472 0.03% 0.03% 795 0 0.0% Q2 2026 Aug 04, 2026
Copia Wealth Management History No change 6,141 470 0.28% 0.28% 796 0 0.0% Q2 2026 Aug 17, 2026
American Trust History No change 6,121 468 0.04% 0.04% 797 0 0.0% Q2 2026 Aug 14, 2026
FSA Advisors, Inc. History No change 6,115 468 0.21% 0.21% 798 0 0.0% Q2 2026 Aug 17, 2026
QUARRY HILL ADVISORS, LLC History No change 6,120 468 0.18% 0.18% 799 0 0.0% Q2 2026 Jul 27, 2026
Payne Capital LLC History No change 6,115 468 0.39% 0.39% 800 0 0.0% Q2 2026 Aug 11, 2026
Gilman Hill Asset Management, LLC History No change 6,094 466 0.06% 0.06% 801 0 0.0% Q2 2026 Jul 09, 2026
Pines Wealth Management, LLC History No change 6,099 466 0.13% 0.13% 802 0 0.0% Q2 2026 Jul 22, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 6,067 464 0.1% 0.1% 803 0 0.0% Q2 2026 Jul 27, 2026
BESSEMER GROUP INC History No change 6,018 461 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 12, 2026
Colter Lewis Investment Partners LLC History No change 6,000 459 0.2% 0.2% 805 0 0.0% Q2 2026 Aug 14, 2026
Tanglewood Wealth Management, Inc. History No change 5,972 457 0.04% 0.04% 806 0 0.0% Q2 2026 Jul 27, 2026
Lantern Wealth Advisors, LLC History No change 5,971 457 0.21% 0.21% 807 0 0.0% Q2 2026 Jul 28, 2026
NOVUS ADVISORS, LLC History No change 5,923 453 0.94% 0.94% 808 0 0.0% Q2 2026 Jul 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,907 452 0.0% 0.0% 809 0 0.0% Q2 2026 Aug 12, 2026
Hilltop National Bank History No change 5,876 449 0.1% 0.1% 810 0 0.0% Q2 2026 Jul 01, 2026
Center for Financial Planning, Inc. History No change 5,861 448 0.04% 0.04% 811 0 0.0% Q2 2026 Jul 21, 2026
Meridian Wealth Management, LLC History No change 5,842 447 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 05, 2026
Aegis Wealth Management, Inc. History No change 5,790 443 0.29% 0.29% 813 0 0.0% Q2 2026 Jul 16, 2026
Capstone Wealth Management, LLC History No change 5,769 441 0.2% 0.2% 814 0 0.0% Q2 2026 Jul 23, 2026
Citizens Business Bank History No change 5,756 440 0.07% 0.07% 815 0 0.0% Q2 2026 Aug 03, 2026
Hippocratic Financial Advisors, LLC History No change 5,755 440 0.17% 0.17% 816 0 0.0% Q2 2026 Aug 03, 2026
Americana Partners, LLC History No change 5,746 439 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 05, 2026
BETO FINANCIAL GROUP, LLC History No change 5,630 438 0.23% 0.23% 818 0 0.0% Q2 2026 Aug 07, 2026
TRB Wealth Management, LLC History No change 5,718 437 0.06% 0.06% 819 0 0.0% Q2 2026 Aug 11, 2026
CONNING INC. History No change 5,670 434 0.01% 0.01% 820 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Partners, Ltd. History No change 5,672 434 0.03% 0.03% 821 0 0.0% Q2 2026 Aug 12, 2026
Strathmore Capital Advisors, Inc. History No change 5,492 433 0.12% 0.12% 822 0 0.0% Q2 2026 Aug 10, 2026
Crescent Grove Advisors, LLC History No change 5,622 430 0.04% 0.04% 823 0 0.0% Q2 2026 Aug 10, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 5,624 430 0.16% 0.16% 824 0 0.0% Q2 2026 Jul 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,605 429 0.02% 0.02% 825 0 0.0% Q2 2026 Jul 23, 2026
Town Capital LLC History No change 5,612 429 0.27% 0.27% 826 0 0.0% Q2 2026 Jul 27, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 5,608 429 0.15% 0.15% 827 0 0.0% Q2 2026 Aug 11, 2026
CAP Partners, LLC History No change 5,579 427 0.21% 0.21% 828 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Wealth Management, LLC History No change 5,572 426 0.02% 0.02% 829 0 0.0% Q2 2026 Jul 22, 2026
Wharton Business Group, LLC History No change 5,515 422 0.01% 0.01% 830 0 0.0% Q2 2026 Aug 10, 2026
THEORY FINANCIAL LLC History No change 5,473 418 0.13% 0.13% 831 0 0.0% Q2 2026 Jul 31, 2026
NATIONAL BANK OF CANADA /FI/ History No change 5,453 417 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 10, 2026
Gallagher Fiduciary Advisors, LLC History No change 5,444 416 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 5,435 416 0.03% 0.03% 834 0 0.0% Q2 2026 Aug 14, 2026
REAP Financial Group, LLC History No change 5,440 416 0.07% 0.07% 835 0 0.0% Q2 2026 Aug 04, 2026
BECKER CAPITAL MANAGEMENT INC History No change 5,415 414 0.01% 0.01% 836 0 0.0% Q2 2026 Jul 31, 2026
Intelligence Driven Advisers, LLC History No change 5,414 414 0.07% 0.07% 837 0 0.0% Q2 2026 Aug 06, 2026
CARDIFF PARK ADVISORS, LLC History No change 5,327 407 0.03% 0.03% 838 0 0.0% Q2 2026 Aug 14, 2026
Beaird Harris Wealth Management, LLC History No change 5,291 405 0.03% 0.03% 839 0 0.0% Q2 2026 Jul 08, 2026
BAM Wealth Management, LLC History No change 5,267 403 0.25% 0.25% 840 0 0.0% Q2 2026 Jul 14, 2026
Alpine Bank Wealth Management History No change 5,258 402 0.05% 0.05% 841 0 0.0% Q2 2026 Aug 07, 2026
Hobbs Wealth Management, LLC History No change 5,253 402 0.34% 0.34% 842 0 0.0% Q2 2026 Aug 06, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 5,260 402 0.05% 0.05% 843 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 5,231 400 0.02% 0.02% 844 0 0.0% Q2 2026 Aug 12, 2026
Stirlingshire Investments, Inc. History No change 5,236 400 0.3% 0.3% 845 0 0.0% Q2 2026 Jul 31, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 5,191 397 0.06% 0.06% 846 0 0.0% Q2 2026 Jul 24, 2026
Sage Mountain Advisors LLC History No change 5,199 397 0.02% 0.02% 847 0 0.0% Q2 2026 Aug 05, 2026
Granite Bay Wealth Management, LLC History No change 5,176 396 0.04% 0.04% 848 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 5,186 396 0.01% 0.01% 849 0 0.0% Q2 2026 Jul 07, 2026
XY Planning Network, Inc. History No change 5,157 394 0.05% 0.05% 850 0 0.0% Q2 2026 Jul 14, 2026
Institute for Wealth Management, LLC. History No change 5,132 392 0.03% 0.03% 851 0 0.0% Q2 2026 Jul 28, 2026
SEI INVESTMENTS CO History No change 5,118 391 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 5,113 391 0.02% 0.02% 853 0 0.0% Q2 2026 Aug 11, 2026
Barnes Wealth Management Group, Inc History No change 5,100 390 0.18% 0.18% 854 0 0.0% Q2 2026 Jul 24, 2026
Elevation Wealth Management LLC History No change 5,069 388 0.29% 0.29% 855 0 0.0% Q2 2026 Jul 29, 2026
James J. Burns & Company, LLC History No change 5,049 386 0.04% 0.04% 856 0 0.0% Q2 2026 Aug 06, 2026
Stonebridge Financial Group, LLC History Reduced 4,870 385 0.03% 0.03% 857 -17 -0.35% Q3 2026 Oct 01, 2026
First Citizens Asset Management, Inc. History No change 5,011 383 0.12% 0.12% 858 0 0.0% Q2 2026 Jul 17, 2026
Bedminster, LLC History No change 5,009 383 0.33% 0.33% 859 0 0.0% Q2 2026 Aug 04, 2026
SeaCrest Wealth Management, LLC History No change 4,995 382 0.04% 0.04% 860 0 0.0% Q2 2026 Jul 09, 2026
Investment Advisory Group, LLC History No change 4,971 380 0.08% 0.08% 861 0 0.0% Q2 2026 Aug 06, 2026
SEEDS INVESTOR LLC History No change 4,960 379 0.04% 0.04% 862 0 0.0% Q2 2026 Aug 12, 2026
Index Fund Advisors, Inc. History No change 4,948 378 0.02% 0.02% 863 0 0.0% Q2 2026 Aug 12, 2026
MONECO ADVISORS, LLC History No change 4,939 378 0.02% 0.02% 864 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 4,764 377 0.11% 0.11% 865 0 0.0% Q3 2026 Oct 07, 2026
Clark Capital Management Group, Inc. History No change 4,873 373 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 11, 2026
Shotwell Rutter Baer Inc History No change 4,805 367 0.2% 0.2% 867 0 0.0% Q2 2026 Jul 21, 2026
TORONTO DOMINION BANK History No change 4,782 366 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 14, 2026
Calamos Wealth Management LLC History No change 4,782 366 0.01% 0.01% 869 0 0.0% Q2 2026 Jul 31, 2026
FLAGSTAR SECURITIES, INC History No change 4,728 361 0.11% 0.11% 870 0 0.0% Q2 2026 Jul 15, 2026
Prime Capital Investment Advisors, LLC History No change 4,718 361 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 05, 2026
GWN SECURITIES INC. History No change 4,693 359 0.06% 0.06% 872 0 0.0% Q2 2026 Aug 05, 2026
STEPHENS INC /AR/ History No change 4,668 357 0.0% 0.0% 873 0 0.0% Q2 2026 Jul 29, 2026
Glenview Trust Co History No change 4,647 355 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 18, 2026
Atlatl Advisers LLC History No change 4,632 354 0.08% 0.08% 875 0 0.0% Q2 2026 Jul 22, 2026
KELLY FINANCIAL GROUP LLC History No change 4,593 351 0.08% 0.08% 876 0 0.0% Q2 2026 Jul 14, 2026
CULBERTSON A N & CO INC History No change 4,595 351 0.04% 0.04% 877 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Asset Management, LLC History No change 4,593 351 0.08% 0.08% 878 0 0.0% Q2 2026 Jul 09, 2026
Fiscal Wisdom Wealth Management, LLC History No change 4,595 351 0.3% 0.3% 879 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Financial Group, LLC History No change 4,589 351 0.11% 0.11% 880 0 0.0% Q3 2026 Oct 06, 2026
FIDELITY D & D BANCORP INC History No change 4,581 350 0.12% 0.12% 881 0 0.0% Q2 2026 Aug 05, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 4,565 349 0.1% 0.1% 882 0 0.0% Q2 2026 Jul 28, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 4,338 343 0.03% 0.03% 883 0 0.0% Q3 2026 Oct 07, 2026
Sequent Planning LLC History No change 4,466 341 0.07% 0.07% 884 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 4,450 340 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 14, 2026
Hirtle & Co., LLC History No change 4,428 338 0.01% 0.01% 886 0 0.0% Q2 2026 Aug 14, 2026
Monument Capital Management History No change 4,415 337 0.07% 0.07% 887 0 0.0% Q2 2026 Jul 22, 2026
LongView Wealth Management History No change 4,389 335 0.09% 0.09% 888 0 0.0% Q2 2026 Jul 17, 2026
Venture Visionary Partners LLC History Added to 4,195 331 0.01% 0.01% 889 +217 5.46% Q3 2026 Oct 07, 2026
Liberty Atlantic Advisors LLC History No change 4,286 328 0.24% 0.24% 890 0 0.0% Q2 2026 Jul 21, 2026
Sanchez Gaunt Capital Management, LLC History No change 4,291 328 0.18% 0.18% 891 0 0.0% Q2 2026 Aug 14, 2026
Dala Group, LLC History No change 4,280 327 0.27% 0.27% 892 0 0.0% Q2 2026 Aug 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 4,270 326 0.01% 0.01% 893 0 0.0% Q2 2026 Jul 13, 2026
Merkkuri Wealth Advisors LLC History No change 4,270 326 0.2% 0.2% 894 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD ADVISERS INC History No change 4,258 325 0.0% 0.0% 895 0 0.0% Q2 2026 Aug 13, 2026
Milestone Investment Advisors LLC History No change 4,247 325 0.07% 0.07% 896 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 4,258 325 0.03% 0.03% 897 0 0.0% Q2 2026 Jul 07, 2026
O'Keefe Stevens Advisory, Inc. History No change 4,240 324 0.07% 0.07% 898 0 0.0% Q2 2026 Jul 13, 2026
Trailhead Planners LLC History No change 4,232 323 0.31% 0.31% 899 0 0.0% Q2 2026 Aug 06, 2026
Busey Bank History No change 4,183 320 0.01% 0.01% 900 0 0.0% Q2 2026 Aug 13, 2026
Peregrine Asset Advisers, Inc. History No change 4,173 319 0.07% 0.07% 901 0 0.0% Q2 2026 Aug 10, 2026
Prosperity Planning, Inc. History No change 4,173 319 0.07% 0.07% 902 0 0.0% Q2 2026 Jul 10, 2026
Synergy Financial Group, LTD History No change 4,169 319 0.23% 0.23% 903 0 0.0% Q2 2026 Aug 04, 2026
Global View Capital Management LLC History No change 4,178 319 0.07% 0.07% 904 0 0.0% Q2 2026 Jul 23, 2026
Diversified Trust Co History No change 4,158 318 0.01% 0.01% 905 0 0.0% Q2 2026 Jul 17, 2026
Winthrop Advisory Group LLC History No change 4,160 318 0.02% 0.02% 906 0 0.0% Q2 2026 Jul 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,141 316 0.02% 0.02% 907 0 0.0% Q2 2026 Jul 22, 2026
Wedmont Private Capital History No change 4,036 316 0.01% 0.01% 908 0 0.0% Q2 2026 Jul 13, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 4,136 316 0.16% 0.16% 909 0 0.0% Q2 2026 Jul 20, 2026
Cape Investment Advisory, Inc. History No change 4,108 314 0.08% 0.08% 910 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Retirement, LLC History No change 4,114 314 0.02% 0.02% 911 0 0.0% Q2 2026 Aug 12, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 4,081 312 0.29% 0.29% 912 0 0.0% Q2 2026 Aug 07, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 4,358 311 0.04% 0.04% 913 0 0.0% Q2 2026 Aug 11, 2026
Compass Financial Group, Inc. (Ohio) History No change 4,072 311 0.21% 0.21% 914 0 0.0% Q2 2026 Aug 12, 2026
FOCUSED ALPHA, LLC History No change 4,056 310 0.08% 0.08% 915 0 0.0% Q2 2026 Aug 07, 2026
LVW Advisors, LLC History No change 4,048 309 0.03% 0.03% 916 0 0.0% Q2 2026 Jul 15, 2026
Versant Capital Management, Inc History No change 3,905 309 0.03% 0.03% 917 0 0.0% Q3 2026 Oct 01, 2026
RASP WEALTH SOLUTIONS, LLC History No change 4,043 309 0.1% 0.1% 918 0 0.0% Q2 2026 Aug 11, 2026
Spinnaker Investment Group, LLC History No change 3,955 302 0.05% 0.05% 919 0 0.0% Q2 2026 Jul 10, 2026
Edgestream Partners, L.P. History No change 3,941 301 0.01% 0.01% 920 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 3,924 300 0.0% 0.0% 921 0 0.0% Q2 2026 Aug 14, 2026
Meeder Advisory Services, Inc. History No change 3,931 300 0.01% 0.01% 922 0 0.0% Q2 2026 Aug 07, 2026
Paladin Advisory Group, LLC History No change 3,928 300 0.2% 0.2% 923 0 0.0% Q2 2026 Jul 28, 2026
Legacy Edge Advisors, LLC History No change 3,922 300 0.03% 0.03% 924 0 0.0% Q2 2026 Aug 11, 2026
JT Stratford LLC History No change 3,863 295 0.03% 0.03% 925 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 3,822 292 0.0% 0.0% 926 0 0.0% Q2 2026 Aug 13, 2026
Blue Capital, Inc. History No change 3,822 292 0.19% 0.19% 927 0 0.0% Q2 2026 Aug 11, 2026
Adirondack Capital Advisors, LLC History No change 3,816 292 0.16% 0.16% 928 0 0.0% Q2 2026 Jul 10, 2026
GeoWealth Management, LLC History No change 3,784 289 0.01% 0.01% 929 0 0.0% Q2 2026 Jul 30, 2026
Obermeyer Wealth Partners History No change 3,761 287 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 29, 2026
Next Level Private LLC History No change 3,747 286 0.06% 0.06% 931 0 0.0% Q2 2026 Jul 09, 2026
Networth Advisors, LLC History No change 3,748 286 0.17% 0.17% 932 0 0.0% Q2 2026 Jul 22, 2026
Apollon Financial, LLC History No change 3,718 284 0.03% 0.03% 933 0 0.0% Q2 2026 Jul 22, 2026
Van Diest Capital, LLC History No change 3,711 284 0.25% 0.25% 934 0 0.0% Q2 2026 Aug 04, 2026
DAVIDSON TRUST CO History No change 3,703 283 0.11% 0.11% 935 0 0.0% Q2 2026 Jul 29, 2026
AlphaCore Capital LLC History No change 3,710 283 0.01% 0.01% 936 0 0.0% Q2 2026 Aug 06, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 3,695 282 0.01% 0.01% 937 0 0.0% Q2 2026 Aug 18, 2026
Bridgewealth Advisory Group, LLC History No change 3,677 281 0.05% 0.05% 938 0 0.0% Q2 2026 Jul 27, 2026
MKT Advisors LLC History No change 3,605 281 0.09% 0.09% 939 0 0.0% Q2 2026 Jul 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,676 281 0.0% 0.0% 940 0 0.0% Q2 2026 Jul 24, 2026
Athena Investment Management History No change 3,663 280 0.17% 0.17% 941 0 0.0% Q2 2026 Aug 06, 2026
Team Hewins, LLC History No change 3,665 280 0.08% 0.08% 942 0 0.0% Q2 2026 Jul 29, 2026
Vickerman Investment Advisors, Inc. History No change 3,657 279 0.05% 0.05% 943 0 0.0% Q2 2026 Aug 13, 2026
Aurdan Capital Management, LLC History No change 3,647 279 0.07% 0.07% 944 0 0.0% Q2 2026 Jul 15, 2026
Pacific Asset Management, LLC History No change 3,638 278 0.14% 0.14% 945 0 0.0% Q2 2026 Jul 27, 2026
Trilogy Capital Inc. History No change 3,631 277 0.01% 0.01% 946 0 0.0% Q2 2026 Jul 02, 2026
NIXON PEABODY TRUST CO History No change 3,618 276 0.02% 0.02% 947 0 0.0% Q2 2026 Jul 27, 2026
Mission Hills Financial Advisory, LLC History No change 3,612 276 0.12% 0.12% 948 0 0.0% Q2 2026 Aug 14, 2026
SmartHarvest Portfolios, LLC History No change 3,607 276 0.09% 0.09% 949 0 0.0% Q2 2026 Aug 04, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 3,602 275 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 10, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 3,587 274 0.13% 0.13% 951 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 3,587 274 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 3,565 272 0.0% 0.0% 953 0 0.0% Q2 2026 Aug 06, 2026
Radnor Capital Management, LLC History No change 3,561 272 0.04% 0.04% 954 0 0.0% Q2 2026 Jul 16, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 3,547 271 0.01% 0.01% 955 0 0.0% Q2 2026 Jul 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 3,539 270 0.0% 0.0% 956 0 0.0% Q2 2026 Aug 14, 2026
Comprehensive Money Management Services LLC History No change 3,525 269 0.17% 0.17% 957 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,502 268 0.01% 0.01% 958 0 0.0% Q2 2026 Aug 06, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 3,500 267 0.02% 0.02% 959 0 0.0% Q2 2026 Aug 03, 2026
CFO4Life Group, LLC History No change 3,500 267 0.04% 0.04% 960 0 0.0% Q2 2026 Aug 12, 2026
SIMON QUICK ADVISORS, LLC History No change 3,454 264 0.01% 0.01% 961 0 0.0% Q2 2026 Jul 28, 2026
Huntleigh Advisors, Inc. History No change 3,440 263 0.04% 0.04% 962 0 0.0% Q2 2026 Aug 04, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 3,309 262 0.08% 0.08% 963 0 0.0% Q2 2026 Jul 23, 2026
Simmons Bank History No change 3,430 262 0.01% 0.01% 964 0 0.0% Q2 2026 Jul 31, 2026
STRATEGY ASSET MANAGERS LLC History No change 3,420 261 0.04% 0.04% 965 0 0.0% Q2 2026 Aug 14, 2026
Highland Investment Advisors LLC History No change 3,422 261 0.11% 0.11% 966 0 0.0% Q2 2026 Aug 13, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 3,394 259 0.1% 0.1% 967 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN NATIONAL BANK & TRUST History No change 3,262 258 0.02% 0.02% 968 0 0.0% Q3 2026 Oct 07, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 3,381 258 0.39% 0.39% 969 0 0.0% Q2 2026 Jul 16, 2026
Tailwinds Wealth, LLC History No change 3,356 256 0.15% 0.15% 970 0 0.0% Q2 2026 Jul 13, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 3,325 254 0.04% 0.04% 971 0 0.0% Q2 2026 Aug 12, 2026
AssuredPartners Investment Advisors, LLC History No change 3,322 254 0.02% 0.02% 972 0 0.0% Q2 2026 Aug 10, 2026
Peak Planning Group, LLC History No change 3,314 253 0.06% 0.06% 973 0 0.0% Q2 2026 Aug 12, 2026
Commonwealth Financial Services, LLC History No change 3,295 252 0.03% 0.03% 974 0 0.0% Q2 2026 Jul 15, 2026
ENTREWEALTH, LLC History No change 3,097 252 0.09% 0.09% 975 0 0.0% Q2 2026 Aug 13, 2026
Atlas Private Wealth Advisors History No change 3,287 251 0.05% 0.05% 976 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Management History No change 3,285 251 0.27% 0.27% 977 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Financial Group, LLC/CA History No change 3,274 250 0.03% 0.03% 978 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History No change 3,260 249 0.03% 0.03% 979 0 0.0% Q2 2026 Jul 10, 2026
Haverford Trust Co History No change 3,259 249 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 12, 2026
Cambria Investment Management, L.P. History No change 3,241 248 0.01% 0.01% 981 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 3,249 248 0.01% 0.01% 982 0 0.0% Q2 2026 Aug 20, 2026
ARWA LLC History No change 3,157 248 0.1% 0.1% 983 0 0.0% Q2 2026 Jul 24, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 3,232 247 0.09% 0.09% 984 0 0.0% Q2 2026 Jul 08, 2026
VestGen Investment Management History No change 3,228 247 0.13% 0.13% 985 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Financial Group, LLC /NE/ History No change 3,219 246 0.15% 0.15% 986 0 0.0% Q2 2026 Aug 11, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 3,164 242 0.01% 0.01% 987 0 0.0% Q2 2026 Aug 11, 2026
OARSMAN CAPITAL, INC. History No change 3,168 242 0.03% 0.03% 988 0 0.0% Q2 2026 Aug 07, 2026
INSTRUMENTAL WEALTH, LLC History No change 3,172 242 0.12% 0.12% 989 0 0.0% Q2 2026 Jul 16, 2026
Clarity Financial LLC History No change 3,146 240 0.02% 0.02% 990 0 0.0% Q2 2026 Jul 20, 2026
Oder Investment Management, LLC History No change 3,121 238 0.16% 0.16% 991 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 3,104 237 0.01% 0.01% 992 0 0.0% Q2 2026 Jul 07, 2026
Frontier Asset Management, LLC History No change 3,101 237 0.04% 0.04% 993 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisors, LLC History No change 3,064 234 0.0% 0.0% 994 0 0.0% Q2 2026 Aug 06, 2026
Gordian Advisors LLC History No change 3,032 232 0.14% 0.14% 995 0 0.0% Q2 2026 Aug 04, 2026
Acorn Wealth Advisors, LLC History No change 3,023 231 0.06% 0.06% 996 0 0.0% Q2 2026 Jul 30, 2026
Symphony Financial, Ltd. Co. History No change 3,027 231 0.03% 0.03% 997 0 0.0% Q2 2026 Aug 03, 2026
Optimist Retirement Group LLC History No change 3,028 231 0.09% 0.09% 998 0 0.0% Q2 2026 Aug 10, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 2,992 229 0.03% 0.03% 999 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Family Advisors, LLC History No change 3,004 229 0.1% 0.1% 1000 0 0.0% Q2 2026 Aug 14, 2026
Avestar Capital, LLC History No change 3,002 229 0.01% 0.01% 1001 0 0.0% Q2 2026 Jul 29, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 3,000 229 0.05% 0.05% 1002 0 0.0% Q2 2026 Jul 07, 2026
FLC Capital Advisors History No change 2,984 228 0.04% 0.04% 1003 0 0.0% Q2 2026 Jul 20, 2026
Bahl & Gaynor LLC History No change 2,977 227 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 2,930 224 0.02% 0.02% 1005 0 0.0% Q2 2026 Jul 13, 2026
Synergy Asset Management, LLC History No change 2,902 222 0.02% 0.02% 1006 0 0.0% Q2 2026 Jul 22, 2026
Soltis Investment Advisors LLC History No change 2,912 222 0.01% 0.01% 1007 0 0.0% Q2 2026 Jul 31, 2026
Clark Asset Management, LLC History No change 2,901 222 0.02% 0.02% 1008 0 0.0% Q2 2026 Jul 07, 2026
AdvisorNet Financial, Inc History No change 2,890 221 0.01% 0.01% 1009 0 0.0% Q2 2026 Jul 23, 2026
Shearwater Capital LLC History No change 2,898 221 0.11% 0.11% 1010 0 0.0% Q2 2026 Jul 08, 2026
HighPoint Advisor Group LLC History No change 2,872 219 0.01% 0.01% 1011 0 0.0% Q2 2026 Aug 05, 2026
WASHINGTON TRUST BANK History No change 2,854 218 0.02% 0.02% 1012 0 0.0% Q2 2026 Aug 05, 2026
Summit Global Investments History No change 2,850 218 0.01% 0.01% 1013 0 0.0% Q2 2026 Aug 03, 2026
Piedmont Capital Management, LLC/NC History No change 2,853 218 0.13% 0.13% 1014 0 0.0% Q2 2026 Aug 13, 2026
JMG Financial Group, Ltd. History No change 2,809 215 0.01% 0.01% 1015 0 0.0% Q2 2026 Jul 31, 2026
OAK FAMILY ADVISORS, LLC History No change 2,820 215 0.05% 0.05% 1016 0 0.0% Q2 2026 Jul 20, 2026
SAPIENT CAPITAL LLC History No change 2,808 214 0.0% 0.0% 1017 0 0.0% Q2 2026 Jul 09, 2026
Asset One Wealth Management LLC History No change 2,718 214 0.02% 0.02% 1018 0 0.0% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History No change 2,790 213 0.01% 0.01% 1019 0 0.0% Q2 2026 Aug 07, 2026
Professional Financial Advisors, LLC History No change 2,787 213 0.04% 0.04% 1020 0 0.0% Q2 2026 Jul 09, 2026
Proactive Wealth Strategies LLC History No change 2,768 211 0.03% 0.03% 1021 0 0.0% Q2 2026 Aug 10, 2026
Retirement Solution LLC History No change 2,747 210 0.04% 0.04% 1022 0 0.0% Q2 2026 Aug 11, 2026
Ballentine Capital Advisors, Inc History No change 2,754 210 0.08% 0.08% 1023 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 2,742 209 0.01% 0.01% 1024 0 0.0% Q2 2026 Jul 24, 2026
Cannon Financial Strategists, Inc. History No change 2,734 209 0.02% 0.02% 1025 0 0.0% Q2 2026 Aug 07, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 2,741 209 0.02% 0.02% 1026 0 0.0% Q2 2026 Jul 28, 2026
Dynamic Financial Group History No change 2,726 208 0.16% 0.16% 1027 0 0.0% Q2 2026 Jul 27, 2026
GREAT LAKES ADVISORS, LLC History No change 2,679 205 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 10, 2026
First Western Trust Bank History No change 2,680 205 0.01% 0.01% 1029 0 0.0% Q2 2026 Jul 29, 2026
Financial Advisors Network, Inc. History No change 2,689 205 0.03% 0.03% 1030 0 0.0% Q2 2026 Aug 14, 2026
Canandaigua National Trust Co of Florida History New 2,585 204 0.11% — 1034 +2,585 New Q3 2026 Oct 07, 2026
FULTON BANK, N.A. History No change 2,677 204 0.01% 0.01% 1031 0 0.0% Q2 2026 Jul 09, 2026
JGP Wealth Management, LLC History No change 2,677 204 0.02% 0.02% 1032 0 0.0% Q2 2026 Jul 07, 2026
Vantage Point Financial LLC History No change 2,666 204 0.06% 0.06% 1033 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 2,639 202 0.0% 0.0% 1035 0 0.0% Q2 2026 Aug 11, 2026
Heritage Trust Co History No change 2,639 202 0.02% 0.02% 1036 0 0.0% Q2 2026 Aug 06, 2026
Heartland Bank & Trust Co History No change 2,641 202 0.04% 0.04% 1037 0 0.0% Q2 2026 Aug 11, 2026
BAYBAN History No change 2,639 202 0.15% 0.15% 1038 0 0.0% Q2 2026 Jul 30, 2026
PRIVATE CLIENT SERVICES, LLC History New 2,545 201 0.05% — 1039 +2,545 New Q3 2026 Oct 02, 2026
Rosenberg Matthew Hamilton History Reduced 2,535 200 0.04% 0.04% 1040 -50 -1.93% Q3 2026 Oct 05, 2026
Journey Advisory Group, LLC History No change 2,617 200 0.02% 0.02% 1041 0 0.0% Q2 2026 Aug 04, 2026
Providence Capital Advisors, LLC History No change 2,538 194 0.03% 0.03% 1042 0 0.0% Q2 2026 Aug 11, 2026
Rice Partnership, LLC History No change 2,545 194 0.02% 0.02% 1043 0 0.0% Q2 2026 Jul 29, 2026
Federation des caisses Desjardins du Quebec History No change 2,545 194 0.0% 0.0% 1044 0 0.0% Q2 2026 Aug 13, 2026
HORIZON BANCORP INC /IN/ History No change 2,485 190 0.09% 0.09% 1045 0 0.0% Q2 2026 Aug 04, 2026
MeadowBrook Investment Advisors LLC History No change 2,495 190 0.15% 0.15% 1046 0 0.0% Q2 2026 Jul 20, 2026
Urban Financial Advisory Corp History No change 2,470 189 0.05% 0.05% 1047 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 2,481 189 0.14% 0.14% 1048 0 0.0% Q2 2026 Aug 11, 2026
Balentine LLC History No change 2,462 188 0.01% 0.01% 1049 0 0.0% Q2 2026 Aug 06, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 2,443 186 0.08% 0.08% 1050 0 0.0% Q2 2026 Aug 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,362 180 0.01% 0.01% 1051 0 0.0% Q2 2026 Jul 31, 2026
IMA Advisory Services, Inc. History No change 2,316 177 0.01% 0.01% 1052 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 2,300 176 0.03% 0.03% 1053 0 0.0% Q2 2026 Jul 20, 2026
S.A. Mason LLC History No change 2,291 175 0.05% 0.05% 1054 0 0.0% Q2 2026 Jul 31, 2026
Anchor Investment Management, LLC History No change 2,277 174 0.01% 0.01% 1055 0 0.0% Q2 2026 Sep 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 2,245 171 0.0% 0.0% 1056 0 0.0% Q2 2026 Jul 20, 2026
PROTECTIVE LIFE CORP History No change 2,107 161 1.15% 1.15% 1057 0 0.0% Q2 2026 Aug 14, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 2,092 160 0.06% 0.06% 1058 0 0.0% Q2 2026 Jul 20, 2026
JDM Financial Group LLC History No change 2,088 159 0.05% 0.05% 1059 0 0.0% Q2 2026 Aug 17, 2026
MCF Advisors LLC History No change 2,067 158 0.01% 0.01% 1060 0 0.0% Q2 2026 Aug 12, 2026
Main Street Group, LTD History No change 1,968 150 0.03% 0.03% 1061 0 0.0% Q2 2026 Jul 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1,918 146 0.02% 0.02% 1062 0 0.0% Q2 2026 Aug 05, 2026
Clark Wealth Partners History No change 1,892 144 0.08% 0.08% 1063 0 0.0% Q2 2026 Jul 28, 2026
Wilmington Savings Fund Society, FSB History No change 1,865 142 0.0% 0.0% 1064 0 0.0% Q2 2026 Jul 28, 2026
New Republic Capital, LLC History No change 1,853 141 0.03% 0.03% 1065 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisor Network LLC History No change 1,845 141 0.18% 0.18% 1066 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,838 140 0.01% 0.01% 1067 0 0.0% Q2 2026 Jul 13, 2026
Bravera Wealth History No change 1,821 139 0.05% 0.05% 1068 0 0.0% Q2 2026 Jul 23, 2026
SOA Wealth Advisors, LLC. History No change 1,792 137 0.02% 0.02% 1069 0 0.0% Q2 2026 Jul 21, 2026
TIAA Wealth Investment Management LLC History No change 1,688 129 0.0% 0.0% 1070 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,662 127 0.01% 0.01% 1071 0 0.0% Q2 2026 Aug 13, 2026
TSFG, LLC History No change 1,643 126 0.02% 0.02% 1072 0 0.0% Q2 2026 Jul 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,610 123 0.08% 0.08% 1073 0 0.0% Q2 2026 Jul 24, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,590 121 0.03% 0.03% 1074 0 0.0% Q2 2026 Aug 27, 2026
TOMPKINS FINANCIAL CORP History Added to 1,467 116 0.01% 0.0% 1075 +822 127.44% Q3 2026 Oct 05, 2026
Signature Equity Partners, LLC History No change 1,453 111 0.05% 0.05% 1076 0 0.0% Q2 2026 Jul 30, 2026
United Community Bank History No change 1,414 108 0.03% 0.03% 1077 0 0.0% Q2 2026 Aug 13, 2026
Indiana Trust & Investment Management Co History No change 1,406 107 0.03% 0.03% 1078 0 0.0% Q2 2026 Jul 22, 2026
Ascentis Independent Advisors History No change 1,399 107 0.29% 0.29% 1079 0 0.0% Q2 2026 Aug 04, 2026
Oakworth Capital, Inc. History No change 1,391 106 0.01% 0.01% 1080 0 0.0% Q2 2026 Jul 22, 2026
BFSG, LLC History No change 1,388 106 0.01% 0.01% 1081 0 0.0% Q2 2026 Jul 20, 2026
Navigoe, LLC History No change 1,348 103 0.05% 0.05% 1082 0 0.0% Q2 2026 Jul 31, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,322 101 0.04% 0.04% 1083 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 1,317 100 0.02% 0.02% 1084 0 0.0% Q2 2026 Aug 10, 2026
High Note Wealth, LLC History No change 1,302 99 0.02% 0.02% 1085 0 0.0% Q2 2026 Jul 23, 2026
AMERIFLEX GROUP, INC. History No change 1,272 97 0.04% 0.04% 1086 0 0.0% Q2 2026 Aug 13, 2026
Hamrick Investment Counsel, llc History No change 1,259 96 0.06% 0.06% 1087 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 1,254 95 0.0% 0.0% 1088 0 0.0% Q2 2026 Aug 11, 2026
NBT BANK, N.A. History No change 1,224 93 0.01% 0.01% 1089 0 0.0% Q2 2026 Jul 29, 2026
HOEY INVESTMENTS, INC History No change 1,203 92 0.01% 0.01% 1090 0 0.0% Q2 2026 Jul 27, 2026
SIGNATUREFD, LLC History No change 1,196 91 0.0% 0.0% 1091 0 0.0% Q2 2026 Jul 23, 2026
Wagner Wealth Management, LLC History No change 1,160 88 0.02% 0.02% 1092 0 0.0% Q2 2026 Jul 24, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,068 81 0.01% 0.01% 1093 0 0.0% Q2 2026 Jul 07, 2026
City State Bank History No change 1,060 81 0.02% 0.02% 1094 0 0.0% Q2 2026 Jul 14, 2026
Princeton Global Asset Management LLC History No change 1,032 79 0.01% 0.01% 1095 0 0.0% Q2 2026 Jul 16, 2026
Elevated Capital Advisors, LLC History No change 1,040 79 0.02% 0.02% 1096 0 0.0% Q2 2026 Aug 03, 2026
Tacita Capital Inc History No change 1,000 76 0.04% 0.04% 1097 0 0.0% Q2 2026 Aug 10, 2026
Strive Financial Group ,LLC History No change 993 76 0.03% 0.03% 1098 0 0.0% Q2 2026 Aug 14, 2026
Ares Financial Consulting, LLC History No change 967 74 0.05% 0.05% 1099 0 0.0% Q2 2026 Jul 09, 2026
Financial Gravity Companies, Inc. History No change 936 71 0.01% 0.01% 1100 0 0.0% Q2 2026 Aug 05, 2026
Bangor Savings Bank History No change 891 70 0.01% 0.01% 1101 0 0.0% Q3 2026 Oct 06, 2026
Atlantic Private Wealth, LLC History No change 923 70 0.04% 0.04% 1102 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 875 70 0.01% 0.01% 1103 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 905 69 0.01% 0.01% 1104 0 0.0% Q2 2026 Jul 23, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 878 67 0.0% 0.0% 1105 0 0.0% Q2 2026 Jul 21, 2026
Fourth Dimension Wealth, LLC History No change 877 67 0.02% 0.02% 1106 0 0.0% Q2 2026 Jul 31, 2026
Community Financial Services Group, LLC History No change 875 66 0.01% 0.01% 1107 0 0.0% Q2 2026 Jul 09, 2026
Financial Network Wealth Advisors LLC History No change 872 66 0.07% 0.07% 1108 0 0.0% Q2 2026 Jul 29, 2026
BALLAST ADVISORS LLC History No change 838 64 0.02% 0.02% 1109 0 0.0% Q2 2026 Aug 12, 2026
LifeSteps Financial, Inc. History No change 832 63 0.03% 0.03% 1110 0 0.0% Q2 2026 Jul 17, 2026
Powell Investment Advisors, LLC History No change 830 63 0.02% 0.02% 1111 0 0.0% Q2 2026 Jul 28, 2026
SHP Wealth Management History No change 830 63 0.0% 0.0% 1112 0 0.0% Q2 2026 Aug 11, 2026
Birchwood Financial Partners, Inc. History No change 808 61 0.05% 0.05% 1113 0 0.0% Q2 2026 Aug 06, 2026
Keating Financial Advisory Services, Inc. History No change 779 59 0.01% 0.01% 1114 0 0.0% Q2 2026 Aug 11, 2026
Imprint Wealth LLC History No change 770 58 0.24% 0.24% 1115 0 0.0% Q2 2026 Aug 14, 2026
Advocate Investing Services LLC History No change 733 56 0.04% 0.04% 1116 0 0.0% Q2 2026 Jul 28, 2026
Dorato Capital Management History No change 692 54 0.04% 0.04% 1117 0 0.0% Q2 2026 Jul 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 700 53 0.01% 0.01% 1118 0 0.0% Q2 2026 Aug 07, 2026
FIRST COMMUNITY TRUST NA History No change 659 52 0.02% 0.02% 1119 0 0.0% Q3 2026 Oct 07, 2026
Hurley Capital, LLC History No change 652 49 0.03% 0.03% 1120 0 0.0% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 642 49 0.01% 0.01% 1121 0 0.0% Q2 2026 Jul 15, 2026
Signature Resources Capital Management, LLC History No change 629 48 0.02% 0.02% 1122 0 0.0% Q2 2026 Jul 13, 2026
Rossmore Private Capital History No change 616 47 0.0% 0.0% 1123 0 0.0% Q2 2026 Jul 31, 2026
Aberdeen Wealth Management LLC History No change 600 45 0.02% 0.02% 1124 0 0.0% Q2 2026 Aug 13, 2026
Collier Financial History No change 599 45 0.03% 0.03% 1125 0 0.0% Q2 2026 Jul 30, 2026
HOWE & RUSLING INC History No change 565 43 0.0% 0.0% 1126 0 0.0% Q2 2026 Aug 10, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 561 43 0.0% 0.0% 1127 0 0.0% Q2 2026 Aug 03, 2026
Caldwell Trust Co History No change 568 43 0.0% 0.0% 1128 0 0.0% Q2 2026 Aug 03, 2026
Coastline Trust Co History No change 540 42 0.0% 0.0% 1129 0 0.0% Q3 2026 Oct 01, 2026
JNBA Financial Advisors History No change 550 42 0.0% 0.0% 1130 0 0.0% Q2 2026 Jul 23, 2026
NorthAvenue LLC History No change 561 42 0.03% 0.03% 1131 0 0.0% Q2 2026 Jul 21, 2026
First Bancorp, Inc /ME/ History No change 540 41 0.02% 0.02% 1132 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 543 41 0.0% 0.0% 1133 0 0.0% Q2 2026 Jul 14, 2026
Breakwater Investment Management History No change 528 40 0.01% 0.01% 1134 0 0.0% Q2 2026 Aug 06, 2026
Silver Grove Financial Group, Inc. History No change 534 40 0.02% 0.02% 1135 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 499 38 0.02% 0.02% 1136 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 491 37 0.0% 0.0% 1137 0 0.0% Q2 2026 Jul 30, 2026
Centennial Bank/AR/ History No change 496 37 0.01% 0.01% 1138 0 0.0% Q2 2026 Aug 10, 2026
Cedar Mountain Advisors, LLC History No change 479 36 0.01% 0.01% 1139 0 0.0% Q2 2026 Jul 02, 2026
Abound Wealth Management History No change 472 36 0.01% 0.01% 1140 0 0.0% Q2 2026 Jul 10, 2026
Dunhill Financial, LLC History No change 462 35 0.01% 0.01% 1141 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 445 34 0.0% 0.0% 1142 0 0.0% Q2 2026 Aug 14, 2026
Richardson Capital Management LLC History No change 432 33 0.01% 0.01% 1143 0 0.0% Q2 2026 Jul 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 427 32 0.0% 0.0% 1144 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History Added to 399 31 0.0% 0.0% 1147 +204 104.62% Q3 2026 Oct 05, 2026
ATWOOD & PALMER INC History No change 411 31 0.0% 0.0% 1145 0 0.0% Q2 2026 Jul 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 402 31 0.0% 0.0% 1146 0 0.0% Q2 2026 Aug 13, 2026
BankPlus Trust Department History No change 409 31 0.01% 0.01% 1148 0 0.0% Q2 2026 Jul 28, 2026
Legacy Bridge, LLC History No change 400 30 0.01% 0.01% 1149 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 403 30 0.0% 0.0% 1150 0 0.0% Q2 2026 Aug 07, 2026
Cordant, Inc. History No change 390 29 0.01% 0.01% 1151 0 0.0% Q2 2026 Jul 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 390 29 0.02% 0.02% 1152 0 0.0% Q2 2026 Aug 14, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 371 28 0.01% 0.01% 1153 0 0.0% Q2 2026 Aug 07, 2026
Timbuktu Capital Management, LLC History No change 368 28 0.04% 0.04% 1154 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 363 27 0.01% 0.01% 1155 0 0.0% Q2 2026 Sep 02, 2026
SYM FINANCIAL Corp History No change 362 27 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 04, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 364 27 0.01% 0.01% 1157 0 0.0% Q2 2026 Jul 21, 2026
ROGCO, LP History No change 346 26 0.01% 0.01% 1158 0 0.0% Q2 2026 Jul 30, 2026
NBH Bank History No change 332 25 0.01% 0.01% 1159 0 0.0% Q2 2026 Aug 14, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 325 24 0.02% 0.02% 1160 0 0.0% Q2 2026 Aug 04, 2026
Crewe Advisors LLC History No change 325 24 0.0% 0.0% 1161 0 0.0% Q2 2026 Jul 23, 2026
Integrity Financial Corp /WA History No change 322 24 0.01% 0.01% 1162 0 0.0% Q2 2026 Jul 31, 2026
TOTH FINANCIAL ADVISORY CORP History No change 306 23 0.0% 0.0% 1163 0 0.0% Q2 2026 Jul 14, 2026
Nemes Rush Group LLC History No change 303 23 0.0% 0.0% 1164 0 0.0% Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History No change 303 23 0.02% 0.02% 1165 0 0.0% Q2 2026 Jul 22, 2026
Fairman Group, LLC History No change 297 22 0.02% 0.02% 1166 0 0.0% Q2 2026 Aug 04, 2026
CGC Financial Services, LLC History No change 280 21 0.0% 0.0% 1167 0 0.0% Q2 2026 Jul 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 267 20 0.0% 0.0% 1168 0 0.0% Q2 2026 Jul 29, 2026
Planning Strategies Inc. History No change 253 20 0.01% 0.01% 1169 0 0.0% Q3 2026 Oct 02, 2026
Avion Wealth History No change 253 19 0.0% 0.0% 1170 0 0.0% Q2 2026 Jul 31, 2026
KERR FINANCIAL PLANNING Corp History No change 256 19 0.02% 0.02% 1171 0 0.0% Q2 2026 Jul 02, 2026
EPG Wealth Management LLC History No change 245 18 0.0% 0.0% 1172 0 0.0% Q2 2026 Jul 28, 2026
Vanguard National Trust Co History No change 230 17 0.0% 0.0% 1173 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 216 16 0.0% 0.0% 1174 0 0.0% Q2 2026 Jul 27, 2026
Archer Investment Corp History No change 222 16 0.0% 0.0% 1175 0 0.0% Q2 2026 Aug 03, 2026
MTM Investment Management, LLC History No change 216 16 0.0% 0.0% 1176 0 0.0% Q2 2026 Aug 03, 2026
PITTENGER & ANDERSON INC History No change 198 15 0.0% 0.0% 1177 0 0.0% Q2 2026 Jul 27, 2026
Tidemark, LLC History No change 203 15 0.0% 0.0% 1178 0 0.0% Q2 2026 Aug 10, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 206 15 0.01% 0.01% 1179 0 0.0% Q2 2026 Aug 05, 2026
Smithfield Trust Co History No change 183 14 0.0% 0.0% 1180 0 0.0% Q2 2026 Aug 05, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 188 14 0.0% 0.0% 1181 0 0.0% Q2 2026 Aug 11, 2026
Murphy & Mullick Capital Management Corp History No change 190 14 0.01% 0.01% 1182 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 172 13 0.0% 0.0% 1183 0 0.0% Q2 2026 Aug 05, 2026
Glen Eagle Advisors, LLC History No change 179 13 0.0% 0.0% 1184 0 0.0% Q2 2026 Aug 14, 2026
Reyes Financial Architecture, Inc. History No change 174 13 0.01% 0.01% 1185 0 0.0% Q2 2026 Jul 16, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 159 12 0.0% 0.0% 1186 0 0.0% Q2 2026 Jul 27, 2026
Kozak & Associates, Inc. History No change 167 12 0.0% 0.0% 1187 0 0.0% Q2 2026 Jul 02, 2026
GILL CAPITAL PARTNERS, LLC History No change 148 11 0.0% 0.0% 1188 0 0.0% Q2 2026 Aug 20, 2026
Vermillion Wealth Management, Inc. History No change 154 11 0.0% 0.0% 1189 0 0.0% Q2 2026 Jul 15, 2026
First Pacific Financial History No change 149 11 0.0% 0.0% 1190 0 0.0% Q2 2026 Jul 20, 2026
Delos Wealth Advisors, LLC History No change 153 11 0.01% 0.01% 1191 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 150 11 0.0% 0.0% 1192 0 0.0% Q2 2026 Jul 28, 2026
TOWER TRUST & INVESTMENT Co History No change 144 11 0.01% 0.01% 1193 0 0.0% Q2 2026 Jul 09, 2026
IAG Wealth Partners, LLC History No change 136 10 0.0% 0.0% 1194 0 0.0% Q2 2026 Aug 06, 2026
Glass Jacobson Investment Advisors llc History No change 139 10 0.0% 0.0% 1195 0 0.0% Q2 2026 Jul 30, 2026
Lummis Asset Management, LP History No change 133 10 0.01% 0.01% 1196 0 0.0% Q2 2026 Aug 03, 2026
Parvin Asset Management, LLC History No change 139 10 0.01% 0.01% 1197 0 0.0% Q2 2026 Aug 14, 2026
Trust Co History No change 128 9 0.0% 0.0% 1198 0 0.0% Q2 2026 Jul 10, 2026
Ankerstar Wealth, LLC History No change 120 9 0.01% 0.01% 1199 0 0.0% Q2 2026 Aug 13, 2026
Walsh & Associates, LLC History No change 127 9 0.01% 0.01% 1200 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 107 8 0.0% 0.0% 1201 0 0.0% Q2 2026 Jul 16, 2026
Napier Financial, LLC History No change 108 8 0.0% 0.0% 1202 0 0.0% Q2 2026 Jul 31, 2026
Medallion Wealth Advisors, LLC History No change 116 8 0.0% 0.0% 1203 0 0.0% Q2 2026 Aug 14, 2026
Glassman Wealth Services History No change 98 7 0.0% 0.0% 1204 0 0.0% Q2 2026 Aug 05, 2026
CBIZ Investment Advisory Services, LLC History No change 97 7 0.0% 0.0% 1205 0 0.0% Q2 2026 Aug 13, 2026
Coston, McIsaac & Partners History No change 104 7 0.0% 0.0% 1206 0 0.0% Q2 2026 Aug 12, 2026
Roxbury Financial LLC History Added to 80 6 0.0% 0.0% 1214 +7 9.59% Q3 2026 Oct 01, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 86 6 0.0% 0.0% 1207 0 0.0% Q2 2026 Jul 16, 2026
ADIRONDACK TRUST CO History No change 90 6 0.0% 0.0% 1208 0 0.0% Q2 2026 Jul 16, 2026
Grove Bank & Trust History No change 90 6 0.0% 0.0% 1209 0 0.0% Q2 2026 Jul 07, 2026
SITTNER & NELSON, LLC History No change 84 6 0.0% 0.0% 1210 0 0.0% Q2 2026 Aug 07, 2026
Richard W. Paul & Associates, LLC History No change 79 6 0.0% 0.0% 1211 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 81 6 0.0% 0.0% 1212 0 0.0% Q2 2026 Aug 13, 2026
Caitlin John, LLC History No change 87 6 0.0% 0.0% 1213 0 0.0% Q2 2026 Aug 17, 2026
Basepoint Wealth LLC History No change 90 6 0.0% 0.0% 1215 0 0.0% Q2 2026 Aug 10, 2026
ALERUS FINANCIAL NA History No change 67 5 0.0% 0.0% 1216 0 0.0% Q2 2026 Aug 13, 2026
Register Financial Advisors LLC History No change 75 5 0.0% 0.0% 1217 0 0.0% Q2 2026 Jul 15, 2026
Topsail Wealth Management, LLC History No change 67 5 0.0% 0.0% 1218 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 65 4 0.0% 0.0% 1219 0 0.0% Q2 2026 Aug 05, 2026
First Command Advisory Services, Inc. History No change 62 4 0.0% 0.0% 1220 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 60 4 0.0% 0.0% 1221 0 0.0% Q2 2026 Jul 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 60 4 0.0% 0.0% 1222 0 0.0% Q2 2026 Jul 14, 2026
Atomic Invest LLC History No change 64 4 0.0% 0.0% 1223 0 0.0% Q2 2026 Sep 25, 2026
BARRETT & COMPANY, INC. History No change 47 3 0.0% 0.0% 1224 0 0.0% Q2 2026 Jul 24, 2026
CHELSEA COUNSEL CO History No change 51 3 0.0% 0.0% 1225 0 0.0% Q2 2026 Aug 11, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 50 3 0.0% 0.0% 1226 0 0.0% Q2 2026 Jul 29, 2026
Founders Capital Management History No change 51 3 0.0% 0.0% 1227 0 0.0% Q2 2026 Jul 21, 2026
Hoese & Co LLP History No change 48 3 0.0% 0.0% 1228 0 0.0% Q2 2026 Jul 14, 2026
DHJJ Financial Advisors, Ltd. History No change 47 3 0.0% 0.0% 1229 0 0.0% Q2 2026 Jul 24, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 46 3 0.01% 0.01% 1230 0 0.0% Q2 2026 Aug 10, 2026
Barnes Dennig Private Wealth Management LLC History No change 51 3 0.0% 0.0% 1231 0 0.0% Q2 2026 Jul 15, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 38 3 0.0% 0.0% 1232 0 0.0% Q3 2026 Oct 07, 2026
United Financial Planning Group LLC History No change 42 3 0.0% 0.0% 1233 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Advisors LLC History No change 49 3 0.0% 0.0% 1234 0 0.0% Q2 2026 Aug 07, 2026
Hilton Head Capital Partners, LLC History No change 50 3 0.0% 0.0% 1235 0 0.0% Q2 2026 Jul 27, 2026
Downshift Financial, LLC History No change 47 3 0.0% 0.0% 1236 0 0.0% Q2 2026 Aug 12, 2026
Pioneer Family Office, LLC History No change 50 3 0.0% 0.0% 1237 0 0.0% Q2 2026 Jul 27, 2026
MOTCO History No change 29 2 0.0% 0.0% 1238 0 0.0% Q2 2026 Jul 31, 2026
Tower Research Capital LLC (TRC) History No change 29 2 0.0% 0.0% 1239 0 0.0% Q2 2026 Aug 11, 2026
Your Advocates Ltd., LLP History No change 39 2 0.0% 0.0% 1240 0 0.0% Q2 2026 Aug 05, 2026
Provident Wealth Management, LLC History No change 35 2 0.0% 0.0% 1241 0 0.0% Q2 2026 Aug 04, 2026
Aspect Partners, LLC History No change 33 2 0.0% 0.0% 1242 0 0.0% Q2 2026 Jul 16, 2026
Pillar Financial Advisors, LLC History No change 35 2 0.0% 0.0% 1243 0 0.0% Q2 2026 Jul 24, 2026
Markowski Investments History No change 28 2 0.0% 0.0% 1244 0 0.0% Q2 2026 Aug 13, 2026
ARVEST INVESTMENTS, INC. History No change 22 1 0.0% 0.0% 1245 0 0.0% Q2 2026 Jul 17, 2026
Jackson, Grant Investment Advisers, Inc. History No change 23 1 0.0% 0.0% 1246 0 0.0% Q2 2026 Jul 31, 2026
WOLFF WIESE MAGANA LLC History No change 15 1 0.0% 0.0% 1247 0 0.0% Q2 2026 Jul 13, 2026
Addison Advisors LLC History No change 13 1 0.0% 0.0% 1248 0 0.0% Q2 2026 Aug 10, 2026
Orion Capital Management LLC History No change 17 1 0.0% 0.0% 1249 0 0.0% Q2 2026 Aug 17, 2026
Rachor Investment Advisory Services, LLC History No change 24 1 0.0% 0.0% 1250 0 0.0% Q2 2026 Jul 16, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -56 -100.0% Q3 2026 Oct 07, 2026
CX Institutional History Closed out 0 0 — 0.0% — -52 -100.0% Q3 2026 Oct 02, 2026
MANNING & NAPIER ADVISORS LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
PROSPERITY BANCSHARES INC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Graney & King, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 07, 2026