iShares, Inc. - EMXC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
GOLDMAN SACHS GROUP INC History No change 36,096,959 3,692,718 0.32% 0.32% 1 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 15,416,323 1,577,089 0.1% 0.1% 2 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 7,620,077 779,533 0.09% 0.09% 3 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 5,351,025 547,409 0.29% 0.29% 4 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 5,202,164 532,181 0.09% 0.09% 5 0 0.0% Q2 2026 Aug 06, 2026
MORGAN STANLEY History No change 4,391,922 449,293 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 4,232,483 432,982 0.1% 0.1% 7 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 3,874,678 401,482 0.08% 0.08% 8 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 3,537,826 361,919 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 07, 2026
CULLEN/FROST BANKERS, INC. History No change 3,105,139 317,655 3.13% 3.13% 10 0 0.0% Q2 2026 Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,033,652 310,342 0.07% 0.07% 11 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 2,760,202 277,290 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 2,579,723 263,905 0.71% 0.71% 13 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 2,531,137 258,935 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 2,226,349 227,755 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 13, 2026
Facet Wealth, Inc. History No change 2,188,288 223,861 3.21% 3.21% 16 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 2,073,581 212,127 0.23% 0.23% 17 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 1,912,586 195,660 0.16% 0.16% 18 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 1,897,485 194,112 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 1,873,125 191,620 3.47% 3.47% 20 0 0.0% Q2 2026 Jul 31, 2026
Invesco Ltd. History No change 1,757,000 179,741 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 1,714,300 175,374 0.07% 0.07% 22 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 1,536,180 157,151 1.67% 1.67% 23 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 1,446,073 147,933 0.13% 0.13% 24 0 0.0% Q2 2026 Aug 06, 2026
Johns Hopkins University History No change 1,423,744 145,649 9.74% 9.74% 25 0 0.0% Q2 2026 Aug 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 1,302,290 133,224 0.6% 0.6% 26 0 0.0% Q2 2026 Aug 13, 2026
Advocacy Wealth Management, LLC History No change 1,198,777 122,634 4.46% 4.46% 27 0 0.0% Q2 2026 Jul 29, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,182,341 120,953 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History Added to 1,152,859 114,225 1.74% 1.8% 29 +5,649 0.49% Q3 2026 Oct 05, 2026
HighTower Advisors, LLC History No change 1,092,974 111,811 0.11% 0.11% 30 0 0.0% Q2 2026 Aug 05, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 1,044,702 106,872 3.77% 3.77% 31 0 0.0% Q2 2026 Aug 13, 2026
RiverFront Investment Group, LLC History No change 1,026,995 105,061 1.39% 1.39% 32 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 1,016,870 104,026 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 1,024,673 101,524 2.83% 3.02% 34 -43,309 -4.06% Q3 2026 Oct 08, 2026
Composition Wealth, LLC History No change 920,867 94,204 1.1% 1.1% 35 0 0.0% Q2 2026 Jul 22, 2026
MAI Capital Management History No change 891,372 91,187 0.34% 0.34% 36 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 880,516 90,076 0.37% 0.37% 37 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 838,682 85,797 0.09% 0.09% 38 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 795,831 81,413 0.05% 0.05% 39 0 0.0% Q2 2026 Aug 13, 2026
1ST SOURCE BANK History No change 786,100 80,418 3.65% 3.65% 40 0 0.0% Q2 2026 Aug 06, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 717,949 73,446 0.25% 0.25% 41 0 0.0% Q2 2026 Aug 10, 2026
HANCOCK WHITNEY CORP History No change 700,982 71,710 1.19% 1.19% 42 0 0.0% Q2 2026 Aug 14, 2026
Ayalon Insurance Comp Ltd. History Added to 700,439 69,399 5.76% 6.77% 43 +161,036 29.85% Q3 2026 Oct 08, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 674,300 68,980 0.09% 0.09% 44 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 671,667 68,753 0.08% 0.08% 45 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 666,900 68,223 0.14% 0.14% 46 0 0.0% Q2 2026 Aug 14, 2026
Myriad Asset Management Advisors LLC History No change 665,140 68,044 16.06% 16.06% 47 0 0.0% Q2 2026 Jul 20, 2026
Crestwood Advisors Group, LLC History No change 658,794 67,392 1.0% 1.0% 48 0 0.0% Q2 2026 Aug 03, 2026
ANDERSON HOAGLAND & CO History No change 651,452 66,643 5.22% 5.22% 49 0 0.0% Q2 2026 Jul 06, 2026
Hughes Financial Services, LLC History No change 647,996 66,289 8.79% 8.79% 50 0 0.0% Q2 2026 Jul 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 630,756 64,527 0.11% 0.11% 51 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 625,504 63,989 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 03, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 618,086 63,230 0.44% 0.44% 53 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 609,087 62,309 0.06% 0.06% 54 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Added to 628,287 62,250 0.44% 0.49% 55 +13,750 2.24% Q3 2026 Oct 08, 2026
Aprio Wealth Management, LLC History No change 605,741 61,967 3.06% 3.06% 56 0 0.0% Q2 2026 Jul 24, 2026
Cetera Investment Advisers History No change 592,596 60,622 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 12, 2026
Artemis Wealth Advisors, LLC History No change 571,595 58,474 7.01% 7.01% 58 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 557,027 56,983 0.37% 0.37% 59 0 0.0% Q2 2026 Sep 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 538,730 55,112 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 521,399 53,339 0.07% 0.07% 61 0 0.0% Q2 2026 Aug 12, 2026
Clearwater Capital Advisors, LLC History No change 504,877 51,648 3.78% 3.78% 62 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 497,908 50,935 0.53% 0.53% 63 0 0.0% Q2 2026 Aug 03, 2026
TRUE Private Wealth Advisors History No change 491,174 50,247 4.34% 4.34% 64 0 0.0% Q2 2026 Jul 23, 2026
Proficio Capital Partners LLC History No change 475,841 48,678 1.75% 1.75% 65 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL PLC History No change 472,201 48,306 0.26% 0.26% 66 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 469,938 48,074 0.22% 0.22% 67 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 474,420 47,798 2.27% 2.27% 68 0 0.0% Q2 2026 Jul 22, 2026
CAPTRUST FINANCIAL ADVISORS History No change 456,863 46,737 0.07% 0.07% 69 0 0.0% Q2 2026 Aug 13, 2026
SENTINEL TRUST CO LBA History No change 456,200 46,669 4.13% 4.13% 70 0 0.0% Q2 2026 Jul 13, 2026
Janney Montgomery Scott LLC History No change 449,441 45,978 0.09% 0.09% 71 0 0.0% Q2 2026 Aug 05, 2026
Legacy Edge Advisors, LLC History No change 445,806 45,605 4.19% 4.19% 72 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History No change 429,231 43,910 0.06% 0.06% 73 0 0.0% Q2 2026 Jul 22, 2026
MML INVESTORS SERVICES, LLC History No change 420,612 43,028 0.09% 0.09% 74 0 0.0% Q2 2026 Aug 07, 2026
Tradition Wealth Management, LLC History No change 384,272 39,311 2.4% 2.4% 75 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 369,793 37,829 0.36% 0.36% 76 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 368,846 37,732 0.7% 0.7% 77 0 0.0% Q2 2026 Aug 12, 2026
SOROS FUND MANAGEMENT LLC History No change 354,686 36,284 0.45% 0.45% 78 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 346,465 35,443 0.17% 0.17% 79 0 0.0% Q2 2026 Jul 29, 2026
Seascape Capital Management History No change 332,476 34,012 8.15% 8.15% 80 0 0.0% Q2 2026 Jul 21, 2026
Heck Capital Advisors, LLC History No change 311,697 31,886 1.9% 1.9% 81 0 0.0% Q2 2026 Jul 10, 2026
Prime Buchholz LLC History No change 299,549 30,643 11.05% 11.05% 82 0 0.0% Q2 2026 Aug 13, 2026
Stockman Wealth Management, Inc. History No change 298,938 30,581 3.16% 3.16% 83 0 0.0% Q2 2026 Aug 11, 2026
Waterloo Capital, L.P. History No change 297,542 30,438 1.71% 1.71% 84 0 0.0% Q2 2026 Jul 29, 2026
Curi Capital, LLC History No change 289,916 29,658 0.46% 0.46% 85 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 289,155 29,580 0.29% 0.29% 86 0 0.0% Q2 2026 Aug 11, 2026
Carr Financial Group Corp History No change 288,311 29,494 6.79% 6.79% 87 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 287,564 29,418 0.04% 0.04% 88 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 282,272 28,876 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 359,314 28,513 0.47% 0.47% 90 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 275,765 28,210 0.04% 0.04% 91 0 0.0% Q2 2026 Aug 27, 2026
SMI Advisory Services, LLC History No change 274,115 27,463 4.45% 4.45% 92 0 0.0% Q2 2026 Jul 09, 2026
OpenArc Corporate Advisory, LLC History No change 266,453 27,258 0.32% 0.32% 93 0 0.0% Q2 2026 Aug 05, 2026
Trail Ridge Investment Advisors, LLC History No change 264,923 27,101 11.45% 11.45% 94 0 0.0% Q2 2026 Aug 13, 2026
BEAM WEALTH ADVISORS, INC. History No change 262,556 26,859 5.92% 5.92% 95 0 0.0% Q2 2026 Jul 29, 2026
Cardinal Strategic Wealth Guidance History No change 261,857 26,787 6.07% 6.07% 96 0 0.0% Q2 2026 Jul 30, 2026
Legacy Financial Group LLC History No change 255,720 26,160 2.95% 2.95% 97 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Edge Private Wealth Management, LLC History No change 250,102 25,585 5.23% 5.23% 98 0 0.0% Q2 2026 Jul 23, 2026
Ashton Thomas Private Wealth, LLC History No change 243,929 24,953 0.52% 0.52% 99 0 0.0% Q2 2026 Jul 29, 2026
Columbia Bank History No change 241,082 24,662 5.53% 5.53% 100 0 0.0% Q2 2026 Jul 24, 2026
TRUIST FINANCIAL CORP History No change 238,807 24,429 0.03% 0.03% 101 0 0.0% Q2 2026 Jul 28, 2026
Wealthcare Advisory Partners LLC History No change 234,093 23,947 0.45% 0.45% 102 0 0.0% Q2 2026 Jul 09, 2026
Tidal Investments LLC History No change 230,630 23,593 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 229,967 23,525 0.04% 0.04% 104 0 0.0% Q2 2026 Aug 13, 2026
MinichMacGregor Wealth Management, LLC History No change 223,349 22,848 3.47% 3.47% 105 0 0.0% Q2 2026 Jul 16, 2026
Robinhood Asset Management, LLC History No change 222,908 22,803 1.22% 1.22% 106 0 0.0% Q2 2026 Aug 11, 2026
CORA CAPITAL ADVISORS LLC History No change 220,164 22,522 6.32% 6.32% 107 0 0.0% Q2 2026 Jul 24, 2026
COURIER CAPITAL LLC History No change 215,234 22,018 1.1% 1.1% 108 0 0.0% Q2 2026 Jul 16, 2026
Chicago Partners Investment Group LLC History No change 233,680 21,998 0.44% 0.44% 109 0 0.0% Q2 2026 Jul 29, 2026
CHATHAM CAPITAL GROUP, INC. History No change 209,263 21,407 2.73% 2.73% 110 0 0.0% Q2 2026 Jul 10, 2026
Eagle Bluffs Wealth Management LLC History No change 207,219 21,198 7.08% 7.08% 111 0 0.0% Q2 2026 Aug 06, 2026
PECAUT & CO. History No change 202,039 20,668 6.3% 6.3% 112 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Investment Research Advisors, Inc. History No change 200,138 20,474 0.05% 0.05% 113 0 0.0% Q2 2026 Jul 27, 2026
ES4, LLC History No change 198,962 20,353 10.69% 10.69% 114 0 0.0% Q2 2026 Jul 29, 2026
PROFESSIONAL ADVISORY SERVICES INC History Reduced 205,255 20,337 2.43% 3.37% 115 -70,220 -25.49% Q3 2026 Oct 08, 2026
BANK OF NOVA SCOTIA History No change 198,600 20,316 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 12, 2026
ATLAS CAPITAL ADVISORS INC. History No change 196,525 20,104 2.2% 2.2% 117 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 185,345 18,960 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 12, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 183,452 18,767 1.84% 1.84% 119 0 0.0% Q2 2026 Jul 28, 2026
Belpointe Asset Management LLC History No change 183,178 18,739 0.61% 0.61% 120 0 0.0% Q2 2026 Jul 31, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 180,464 18,461 2.41% 2.41% 121 0 0.0% Q2 2026 Jul 20, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 173,900 17,789 0.04% 0.04% 122 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 169,401 17,329 0.28% 0.28% 123 0 0.0% Q2 2026 Jul 28, 2026
FLC Capital Advisors History No change 166,465 17,029 2.74% 2.74% 124 0 0.0% Q2 2026 Jul 20, 2026
OARSMAN CAPITAL, INC. History No change 166,320 17,014 1.8% 1.8% 125 0 0.0% Q2 2026 Aug 07, 2026
Focus Financial Network, Inc. History No change 164,318 16,809 0.52% 0.52% 126 0 0.0% Q2 2026 Jul 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 163,730 16,749 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 19, 2026
COMMERCE BANK History No change 159,649 16,332 0.07% 0.07% 128 0 0.0% Q2 2026 Aug 12, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 157,712 16,134 1.35% 1.35% 129 0 0.0% Q2 2026 Jul 09, 2026
&PARTNERS History No change 153,944 15,736 0.06% 0.06% 130 0 0.0% Q2 2026 Aug 14, 2026
Randall & Associates Wealth Management History No change 153,478 15,700 9.71% 9.71% 131 0 0.0% Q2 2026 Jul 27, 2026
Legal & General Group Plc History No change 152,395 15,500 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 149,456 15,289 0.15% 0.15% 133 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 148,979 15,240 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 147,022 15,040 0.36% 0.36% 135 0 0.0% Q2 2026 Aug 13, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 147,000 15,038 0.85% 0.85% 136 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 146,738 15,011 0.13% 0.13% 137 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 149,228 14,945 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
SlateStone Wealth, LLC History No change 146,086 14,945 1.14% 1.14% 139 0 0.0% Q2 2026 Jul 20, 2026
Bare Financial Services, Inc History No change 145,341 14,868 3.41% 3.41% 140 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 144,637 14,796 0.09% 0.09% 141 0 0.0% Q2 2026 Jul 20, 2026
Financial Partners Group, Inc History No change 141,189 14,443 1.47% 1.47% 142 0 0.0% Q2 2026 Jul 23, 2026
Focused Wealth Management, Inc History No change 137,931 14,110 1.23% 1.23% 143 0 0.0% Q2 2026 Aug 06, 2026
Employees Retirement System of Texas History No change 137,000 14,015 0.11% 0.11% 144 0 0.0% Q2 2026 Aug 14, 2026
Fortis Capital Advisors, LLC History No change 135,294 13,840 1.56% 1.56% 145 0 0.0% Q2 2026 Jul 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 137,659 13,829 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 13, 2026
Retirement Management Systems Inc. History No change 135,011 13,811 2.83% 2.83% 147 0 0.0% Q2 2026 Jul 21, 2026
Kozak & Associates, Inc. History No change 139,690 13,763 2.39% 2.39% 148 0 0.0% Q2 2026 Jul 02, 2026
Black Swift Group, LLC History No change 134,372 13,746 1.99% 1.99% 149 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL BANK & TRUST CO History Reduced 137,487 13,622 1.94% 2.05% 150 -3,565 -2.53% Q3 2026 Oct 09, 2026
Townsend & Associates, Inc History No change 143,073 13,115 1.12% 1.12% 151 0 0.0% Q2 2026 Jul 22, 2026
McKinley Carter Wealth Services, Inc. History No change 124,567 12,743 0.66% 0.66% 152 0 0.0% Q2 2026 Jul 28, 2026
Wallington Asset Management, LLC History No change 122,967 12,579 1.55% 1.55% 153 0 0.0% Q2 2026 Jul 22, 2026
Nelson Capital Management, LLC History No change 122,916 12,574 1.38% 1.38% 154 0 0.0% Q2 2026 Jul 24, 2026
RAELIPSKIE PARTNERSHIP History No change 122,777 12,560 4.74% 4.74% 155 0 0.0% Q2 2026 Aug 04, 2026
Citizens Business Bank History No change 121,930 12,473 1.88% 1.88% 156 0 0.0% Q2 2026 Aug 03, 2026
Fifth Third Wealth Advisors LLC History No change 119,701 12,245 0.34% 0.34% 157 0 0.0% Q2 2026 Jul 17, 2026
Ironsides Asset Advisors, LLC History No change 116,607 11,928 2.79% 2.79% 158 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 111,897 11,447 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
Fiduciary Alliance LLC History No change 111,818 11,438 0.77% 0.77% 160 0 0.0% Q2 2026 Jul 20, 2026
Myriad Asset Management US LP History No change 111,013 11,357 15.69% 15.69% 161 0 0.0% Q2 2026 Jul 20, 2026
Darwin Wealth Management, LLC History No change 110,605 11,314 3.1% 3.1% 162 0 0.0% Q2 2026 Jul 21, 2026
Zhang Financial LLC History No change 110,505 11,304 0.33% 0.33% 163 0 0.0% Q2 2026 Jul 30, 2026
1 NORTH WEALTH SERVICES LLC History No change 108,850 11,135 3.64% 3.64% 164 0 0.0% Q2 2026 Aug 03, 2026
OLD MISSION CAPITAL LLC History No change 108,699 11,119 0.18% 0.18% 165 0 0.0% Q2 2026 Aug 14, 2026
Fortis Advisors, LLC History No change 107,713 11,019 5.16% 5.16% 166 0 0.0% Q2 2026 Aug 13, 2026
Plum Street Advisors, LLC History No change 107,592 11,006 3.51% 3.51% 167 0 0.0% Q2 2026 Aug 13, 2026
McAdam, LLC History No change 105,796 10,822 0.42% 0.42% 168 0 0.0% Q2 2026 Aug 04, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 105,723 10,815 2.94% 2.94% 169 0 0.0% Q2 2026 Jul 23, 2026
Chicago Wealth Management, Inc. History No change 103,633 10,601 3.76% 3.76% 170 0 0.0% Q2 2026 Aug 11, 2026
REGIONS FINANCIAL CORP History No change 101,754 10,409 0.06% 0.06% 171 0 0.0% Q2 2026 Aug 10, 2026
State of Wyoming History No change 101,651 10,398 1.05% 1.05% 172 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Advisors History No change 100,711 10,302 0.72% 0.72% 173 0 0.0% Q2 2026 Aug 11, 2026
LARCH CAPITAL PARTNERS LLC History No change 100,651 10,296 1.47% 1.47% 174 0 0.0% Q2 2026 Aug 17, 2026
Private Advisor Group, LLC History No change 100,537 10,285 0.05% 0.05% 175 0 0.0% Q2 2026 Jul 27, 2026
High Note Wealth, LLC History No change 99,752 10,204 1.74% 1.74% 176 0 0.0% Q2 2026 Jul 23, 2026
CIBC WORLD MARKET INC. History No change 98,609 10,087 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 101,628 9,956 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History No change 97,241 9,944 0.11% 0.11% 179 0 0.0% Q2 2026 Aug 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 96,683 9,890 0.28% 0.28% 180 0 0.0% Q2 2026 Aug 10, 2026
Ethos Financial Group, LLC History No change 96,371 9,858 0.66% 0.66% 181 0 0.0% Q2 2026 Aug 07, 2026
Matthew Goff Investment Advisor, LLC History No change 96,181 9,839 1.66% 1.66% 182 0 0.0% Q2 2026 Jul 07, 2026
Bernard Wealth Management Corp. History No change 96,180 9,839 3.63% 3.63% 183 0 0.0% Q2 2026 Aug 21, 2026
Orion Porfolio Solutions, LLC History No change 95,914 9,812 0.08% 0.08% 184 0 0.0% Q2 2026 Aug 14, 2026
Forthright Family Wealth Advisory LLC History No change 95,513 9,770 5.53% 5.53% 185 0 0.0% Q2 2026 Jul 16, 2026
Inlight Wealth Management, LLC History No change 94,086 9,624 3.06% 3.06% 186 0 0.0% Q2 2026 Jul 28, 2026
Sterling Investment Counsel, LLC History No change 93,707 9,586 2.26% 2.26% 187 0 0.0% Q2 2026 Jul 20, 2026
Noble Family Wealth, LLC History No change 93,311 9,545 1.71% 1.71% 188 0 0.0% Q2 2026 Aug 04, 2026
VALLEY NATIONAL ADVISERS INC History No change 93,129 9,527 1.06% 1.06% 189 0 0.0% Q2 2026 Jul 29, 2026
REDW Wealth LLC History No change 91,716 9,382 3.36% 3.36% 190 0 0.0% Q2 2026 Jul 30, 2026
AGF MANAGEMENT LTD History No change 90,861 9,295 0.04% 0.04% 191 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 89,981 9,204 0.03% 0.03% 192 0 0.0% Q2 2026 Aug 13, 2026
Foundry Financial Group, Inc. History No change 89,756 9,182 3.97% 3.97% 193 0 0.0% Q2 2026 Jul 22, 2026
Perigon Wealth Management, LLC History No change 88,593 9,063 0.14% 0.14% 194 0 0.0% Q2 2026 Aug 07, 2026
5th Street Advisors, LLC History No change 87,341 8,934 3.4% 3.4% 195 0 0.0% Q2 2026 Aug 05, 2026
NorthRock Partners, LLC History No change 85,909 8,788 0.13% 0.13% 196 0 0.0% Q2 2026 Aug 11, 2026
Circle Wealth Management, LLC History No change 85,285 8,724 0.11% 0.11% 197 0 0.0% Q2 2026 Aug 12, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History No change 85,270 8,723 0.53% 0.53% 198 0 0.0% Q2 2026 Jul 31, 2026
Fortitude Family Office, LLC History No change 84,760 8,670 1.68% 1.68% 199 0 0.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 84,464 8,640 0.32% 0.32% 200 0 0.0% Q2 2026 Aug 06, 2026
CAMDEN NATIONAL BANK History No change 84,257 8,619 1.12% 1.12% 201 0 0.0% Q2 2026 Jul 31, 2026
Valeo Financial Advisors, LLC History Added to 86,168 8,537 0.18% 0.17% 202 +5,831 7.26% Q3 2026 Oct 08, 2026
BRIGHTON JONES LLC History No change 82,089 8,397 0.16% 0.16% 203 0 0.0% Q2 2026 Aug 11, 2026
Sound Stewardship, LLC History No change 81,885 8,376 3.46% 3.46% 204 0 0.0% Q2 2026 Jul 13, 2026
MEITAV INVESTMENT HOUSE LTD History No change 81,608 8,348 0.06% 0.06% 205 0 0.0% Q2 2026 Jul 20, 2026
Norway Savings Bank History No change 80,721 8,257 3.46% 3.46% 206 0 0.0% Q2 2026 Jul 08, 2026
Tradewinds, LLC. History No change 6,718 8,177 1.84% 1.84% 207 0 0.0% Q2 2026 Aug 14, 2026
Intelligence Driven Advisers, LLC History Added to 82,221 8,146 1.41% 1.34% 208 +1,789 2.22% Q3 2026 Oct 09, 2026
Crescent Grove Advisors, LLC History No change 79,418 8,124 0.68% 0.68% 209 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 79,113 8,093 0.08% 0.08% 210 0 0.0% Q2 2026 Jul 21, 2026
Concurrent Investment Advisors, LLC History No change 79,031 8,084 0.07% 0.07% 211 0 0.0% Q2 2026 Jul 27, 2026
Gladstone Institutional Advisory LLC History No change 78,171 7,996 0.25% 0.25% 212 0 0.0% Q2 2026 Jul 27, 2026
Ancora Advisors LLC History No change 77,961 7,975 0.15% 0.15% 213 0 0.0% Q2 2026 Aug 14, 2026
Refined Wealth Management History No change 77,483 7,926 4.78% 4.78% 214 0 0.0% Q2 2026 Jul 21, 2026
Granite Bay Wealth Management, LLC History No change 77,245 7,902 0.73% 0.73% 215 0 0.0% Q2 2026 Aug 14, 2026
MBL Wealth, LLC History No change 76,786 7,855 0.54% 0.54% 216 0 0.0% Q2 2026 Jul 15, 2026
Van Hulzen Asset Management, LLC History No change 76,486 7,824 0.56% 0.56% 217 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 76,431 7,818 0.03% 0.03% 218 0 0.0% Q2 2026 Jul 28, 2026
Systelligence, LLC History No change 76,166 7,791 1.3% 1.3% 219 0 0.0% Q2 2026 Jul 14, 2026
Greykasell Wealth Strategies, Inc. History No change 76,018 7,776 2.82% 2.82% 220 0 0.0% Q2 2026 Aug 11, 2026
Grey Ledge Advisors, LLC History No change 75,725 7,746 1.56% 1.56% 221 0 0.0% Q2 2026 Jul 27, 2026
Wealthfront Advisers LLC History No change 75,381 7,711 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 07, 2026
Eley Financial Management, Inc History No change 74,790 7,651 2.48% 2.48% 223 0 0.0% Q2 2026 Aug 11, 2026
Sierra Capital LLC History No change 74,366 7,607 0.74% 0.74% 224 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 73,777 7,547 0.2% 0.2% 225 0 0.0% Q2 2026 Aug 04, 2026
Envision Financial LLC History No change 73,148 7,483 3.45% 3.45% 226 0 0.0% Q2 2026 Jul 10, 2026
Sovereign Investment Advisors, LLC History No change 72,632 7,430 1.39% 1.39% 227 0 0.0% Q2 2026 Aug 14, 2026
Montecito Bank & Trust History Added to 74,980 7,429 1.12% 1.13% 228 +937 1.27% Q3 2026 Oct 01, 2026
FIFTH THIRD BANCORP History No change 72,445 7,411 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 05, 2026
Kraft, Davis & Associates, LLC History No change 76,207 7,359 1.54% 1.54% 230 0 0.0% Q2 2026 Jul 09, 2026
Client First Capital LLC History No change 71,793 7,344 2.92% 2.92% 231 0 0.0% Q2 2026 Jul 10, 2026
RFG Advisory, LLC History No change 70,269 7,188 0.11% 0.11% 232 0 0.0% Q2 2026 Jul 15, 2026
Wood Tarver Financial Group, LLC History No change 70,111 7,172 1.69% 1.69% 233 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 69,765 7,136 0.02% 0.02% 234 0 0.0% Q2 2026 Jul 28, 2026
Seven Bridges Advisors LLC History No change 71,615 7,095 3.21% 3.53% 235 0 0.0% Q3 2026 Oct 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 69,200 7,079 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 68,646 7,022 0.17% 0.17% 237 0 0.0% Q2 2026 Jul 29, 2026
BANK OF HAWAII History No change 68,531 7,010 0.35% 0.35% 238 0 0.0% Q2 2026 Aug 13, 2026
BBR PARTNERS, LLC History No change 67,926 6,948 0.33% 0.33% 239 0 0.0% Q2 2026 Aug 11, 2026
Retirement Planning Group, LLC History No change 67,814 6,937 0.18% 0.18% 240 0 0.0% Q2 2026 Aug 05, 2026
Savvy Advisors, Inc. History No change 67,049 6,859 0.15% 0.15% 241 0 0.0% Q2 2026 Aug 03, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 66,994 6,853 1.71% 1.71% 242 0 0.0% Q2 2026 Jul 24, 2026
Caldwell Trust Co History No change 65,396 6,690 0.54% 0.54% 243 0 0.0% Q2 2026 Aug 03, 2026
M&T BANK CORP History No change 64,037 6,550 0.02% 0.02% 244 0 0.0% Q2 2026 Aug 04, 2026
Atlas Legacy Advisors, LLC History No change 63,959 6,543 0.97% 0.97% 245 0 0.0% Q2 2026 Jul 31, 2026
IHT Wealth Management, LLC History No change 63,673 6,513 0.14% 0.14% 246 0 0.0% Q2 2026 Aug 14, 2026
Vertex Planning Partners, LLC History No change 63,292 6,474 0.96% 0.96% 247 0 0.0% Q2 2026 Aug 14, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 62,176 6,360 1.36% 1.36% 248 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 61,413 6,282 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 13, 2026
Harvest Investment Advisors, LLC History No change 60,536 6,192 3.07% 3.07% 250 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 60,134 6,151 0.09% 0.09% 251 0 0.0% Q2 2026 Aug 06, 2026
ARQ WEALTH ADVISORS, LLC History No change 64,414 6,094 0.76% 0.76% 252 0 0.0% Q2 2026 Jul 24, 2026
Dynamic Wealth Strategies, LLC History No change 58,338 5,967 3.18% 3.18% 253 0 0.0% Q2 2026 Jul 23, 2026
Werba Rubin Papier Wealth Management History No change 58,302 5,964 0.72% 0.72% 254 0 0.0% Q2 2026 Jul 27, 2026
Galilei Investment Office LLP History No change 58,133 5,947 2.73% 2.73% 255 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Co / SC History No change 57,995 5,932 0.75% 0.75% 256 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 56,654 5,795 0.04% 0.04% 257 0 0.0% Q2 2026 Jul 20, 2026
MERIDIAN MANAGEMENT CO History No change 56,501 5,780 1.3% 1.3% 258 0 0.0% Q2 2026 Aug 04, 2026
Arbor Investment Advisors, LLC History No change 56,314 5,760 0.65% 0.65% 259 0 0.0% Q2 2026 Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 56,134 5,742 0.11% 0.11% 260 0 0.0% Q2 2026 Jul 15, 2026
Quent Capital, LLC History No change 55,891 5,717 0.35% 0.35% 261 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 54,480 5,573 0.0% 0.0% 262 0 0.0% Q2 2026 Sep 02, 2026
HB Wealth Management, LLC History No change 54,377 5,562 0.03% 0.03% 263 0 0.0% Q2 2026 Jul 29, 2026
LVW Advisors, LLC History No change 54,032 5,527 0.48% 0.48% 264 0 0.0% Q2 2026 Jul 15, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 55,358 5,484 3.55% 3.45% 265 +4,303 8.43% Q3 2026 Oct 07, 2026
GLENMEDE TRUST CO NA History No change 53,535 5,476 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 10, 2026
Gold Investment Management Ltd. History No change 53,351 5,457 1.48% 1.48% 267 0 0.0% Q2 2026 Aug 05, 2026
Midwest Professional Planners, LTD. History No change 53,324 5,455 1.07% 1.07% 268 0 0.0% Q2 2026 Aug 05, 2026
Copia Wealth Management History No change 52,101 5,329 3.2% 3.2% 269 0 0.0% Q2 2026 Aug 17, 2026
FMR LLC History No change 51,938 5,313 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 51,928 5,312 0.08% 0.08% 271 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History No change 51,675 5,286 0.05% 0.05% 272 0 0.0% Q2 2026 Jul 28, 2026
Analyst IMS Investment Management Services Ltd. History No change 51,030 5,220 0.12% 0.12% 273 0 0.0% Q2 2026 Jul 29, 2026
Rock Creek Group LLC History No change 49,981 5,113 0.51% 0.51% 274 0 0.0% Q2 2026 Aug 03, 2026
Live Oak Investment Partners History No change 49,787 5,093 2.74% 2.74% 275 0 0.0% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 49,448 5,058 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 14, 2026
Madrid Wealth Management, LLC History No change 49,330 5,046 3.31% 3.31% 277 0 0.0% Q2 2026 Jul 31, 2026
SageView Advisory Group, LLC History No change 49,172 5,030 0.16% 0.16% 278 0 0.0% Q2 2026 Aug 10, 2026
FIRST CITIZENS BANK & TRUST CO History No change 48,817 4,993 0.07% 0.07% 279 0 0.0% Q2 2026 Jul 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 48,316 4,942 0.07% 0.07% 280 0 0.0% Q2 2026 Jul 14, 2026
Hyposwiss Advisors SA History No change 47,950 4,905 4.65% 4.65% 281 0 0.0% Q2 2026 Jul 21, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 47,927 4,902 0.3% 0.3% 282 0 0.0% Q2 2026 Jul 23, 2026
Anson Capital, Inc. History No change 47,779 4,887 3.18% 3.18% 283 0 0.0% Q2 2026 Jul 29, 2026
Birchcreek Wealth Management, LLC History No change 47,190 4,827 1.88% 1.88% 284 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 46,836 4,791 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 13, 2026
Bigelow Investment Advisors, LLC History No change 46,350 4,741 1.72% 1.72% 286 0 0.0% Q2 2026 Jul 30, 2026
Ausdal Financial Partners, Inc. History No change 45,929 4,698 0.18% 0.18% 287 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 58,842 4,634 0.58% 0.58% 288 0 0.0% Q2 2026 Aug 05, 2026
Bravera Wealth History No change 45,035 4,607 1.77% 1.77% 289 0 0.0% Q2 2026 Jul 23, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 45,008 4,604 3.52% 3.52% 290 0 0.0% Q2 2026 Jul 27, 2026
J. Mark Nickell & Co. History No change 44,734 4,576 3.65% 3.65% 291 0 0.0% Q2 2026 Aug 11, 2026
Cypress Capital, LLC History No change 44,381 4,540 1.23% 1.23% 292 0 0.0% Q2 2026 Jul 17, 2026
Equitable Holdings, Inc. History No change 44,162 4,517 0.03% 0.03% 293 0 0.0% Q2 2026 Aug 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 57,065 4,488 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
Silverleafe Capital Partners, LLC History Reduced 45,173 4,475 1.27% 1.47% 295 -7,389 -14.06% Q3 2026 Oct 02, 2026
Antonelli Financial Advisors, LLC History No change 43,616 4,462 3.06% 3.06% 296 0 0.0% Q2 2026 Jul 14, 2026
EverSource Wealth Advisors, LLC History No change 43,515 4,451 0.15% 0.15% 297 0 0.0% Q2 2026 Jul 24, 2026
AlphaCore Capital LLC History No change 43,083 4,407 0.08% 0.08% 298 0 0.0% Q2 2026 Aug 06, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 42,818 4,380 1.72% 1.72% 299 0 0.0% Q2 2026 Jul 13, 2026
Strategic Blueprint, LLC History No change 42,812 4,379 0.22% 0.22% 300 0 0.0% Q2 2026 Jul 23, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 42,562 4,354 1.4% 1.4% 301 0 0.0% Q2 2026 Jul 17, 2026
PALLADIEM, LLC History No change 42,559 4,353 4.22% 4.22% 302 0 0.0% Q2 2026 Aug 13, 2026
Farrell Financial LLC History No change 41,735 4,269 2.31% 2.31% 303 0 0.0% Q2 2026 Jul 10, 2026
SEI INVESTMENTS CO History No change 41,705 4,266 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
Community Bank, N.A. History No change 41,500 4,245 0.46% 0.46% 305 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 41,356 4,230 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 14, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 41,211 4,215 0.57% 0.57% 307 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 41,062 4,200 1.17% 1.17% 308 0 0.0% Q2 2026 Jul 31, 2026
Pekin Hardy Strauss, Inc. History No change 41,020 4,196 0.37% 0.37% 309 0 0.0% Q2 2026 Jul 30, 2026
WHITTIER TRUST CO History No change 41,636 4,171 0.04% 0.04% 310 0 0.0% Q2 2026 Jul 27, 2026
Gradient Capital Advisors, LLC History No change 40,505 4,143 0.96% 0.96% 311 0 0.0% Q2 2026 Jul 13, 2026
FORM Wealth Advisors, LLC History No change 40,309 4,123 0.45% 0.45% 312 0 0.0% Q2 2026 Jul 10, 2026
Catalyst Investment Management LLC History No change 40,235 4,116 3.73% 3.73% 313 0 0.0% Q2 2026 Aug 10, 2026
Trek Financial, LLC History No change 40,180 4,110 0.2% 0.2% 314 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 40,035 4,095 0.05% 0.05% 315 0 0.0% Q2 2026 Aug 10, 2026
a16z Perennial Management, L.P. History No change 39,825 4,074 0.33% 0.33% 316 0 0.0% Q2 2026 Jul 24, 2026
Capital Advantage, Inc. History No change 39,761 4,067 0.5% 0.5% 317 0 0.0% Q2 2026 Jul 13, 2026
Norris Financial Group, LLC History No change 39,303 4,020 1.6% 1.6% 318 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Advisor Solutions, LLC History No change 39,185 4,008 0.03% 0.03% 319 0 0.0% Q2 2026 Aug 06, 2026
Beacon Pointe Advisors, LLC History No change 39,083 3,998 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 18, 2026
Denver PWM, LLC History No change 40,805 3,969 1.3% 1.3% 321 0 0.0% Q2 2026 Aug 17, 2026
Beckerman Institutional, LLC History No change 38,650 3,953 1.88% 1.88% 322 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History Added to 39,681 3,931 0.34% 0.36% 323 +23 0.06% Q3 2026 Oct 01, 2026
Glen Eagle Advisors, LLC History No change 38,172 3,904 0.49% 0.49% 324 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 37,962 3,883 0.06% 0.06% 325 0 0.0% Q2 2026 Jul 31, 2026
NOTTINGHAM ADVISORS, INC. History No change 41,501 3,804 0.45% 0.45% 326 0 0.0% Q2 2026 Jul 27, 2026
INTEGRITY ALLIANCE, LLC. History No change 36,346 3,718 0.12% 0.12% 327 0 0.0% Q2 2026 Jul 31, 2026
Clear Harbor Asset Management, LLC History No change 35,946 3,677 0.23% 0.23% 328 0 0.0% Q2 2026 Aug 12, 2026
Hegarty Advisors, LLC History No change 35,726 3,654 2.51% 2.51% 329 0 0.0% Q2 2026 Jul 27, 2026
Fortis Group Advisors, LLC History No change 35,675 3,649 0.58% 0.58% 330 0 0.0% Q2 2026 Jul 24, 2026
CBIZ Investment Advisory Services, LLC History No change 46,241 3,637 0.13% 0.13% 331 0 0.0% Q2 2026 Aug 13, 2026
Ridgeline Wealth Planning, LLC History No change 35,508 3,632 2.3% 2.3% 332 0 0.0% Q2 2026 Jul 24, 2026
Gallacher Capital Management LLC History No change 35,142 3,595 2.02% 2.02% 333 0 0.0% Q2 2026 Jul 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 36,501 3,588 0.01% 0.01% 334 0 0.0% Q2 2026 Jul 15, 2026
NTV ASSET MANAGEMENT LLC History No change 34,802 3,560 0.35% 0.35% 335 0 0.0% Q2 2026 Aug 05, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 34,406 3,519 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 13, 2026
Smith Thornton Advisors LLC History No change 37,230 3,509 1.55% 1.55% 337 0 0.0% Q2 2026 Jul 14, 2026
Affinity Capital Advisors, LLC History No change 35,013 3,507 0.43% 0.43% 338 0 0.0% Q2 2026 Jul 08, 2026
MA Private Wealth History No change 33,995 3,477 0.52% 0.52% 339 0 0.0% Q2 2026 Jul 28, 2026
MARSHALL WACE, LLP History No change 33,813 3,459 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 33,740 3,457 0.05% 0.05% 341 0 0.0% Q2 2026 Jul 15, 2026
JT Stratford LLC History No change 33,628 3,440 0.38% 0.38% 342 0 0.0% Q2 2026 Aug 14, 2026
Per Stirling Capital Management, LLC. History No change 33,361 3,412 0.32% 0.32% 343 0 0.0% Q2 2026 Aug 14, 2026
Planning Strategies Inc. History Added to 34,261 3,394 2.01% 2.09% 344 +1,477 4.51% Q3 2026 Oct 02, 2026
Envestnet Portfolio Solutions, Inc. History No change 33,171 3,393 0.02% 0.02% 345 0 0.0% Q2 2026 Sep 23, 2026
OPPENHEIMER & CO INC History No change 33,016 3,377 0.04% 0.04% 346 0 0.0% Q2 2026 Aug 03, 2026
Powerhouse Assets LLC History No change 32,940 3,369 2.74% 2.74% 347 0 0.0% Q2 2026 Jul 23, 2026
SEEDS INVESTOR LLC History No change 32,325 3,306 0.34% 0.34% 348 0 0.0% Q2 2026 Aug 12, 2026
Quadcap Wealth Management, LLC History No change 32,271 3,301 0.32% 0.32% 349 0 0.0% Q2 2026 Jul 31, 2026
D.A. DAVIDSON & CO. History No change 32,082 3,282 0.02% 0.02% 350 0 0.0% Q2 2026 Jul 24, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 31,911 3,264 0.85% 0.85% 351 0 0.0% Q2 2026 Jul 13, 2026
Apella Capital, LLC History Reduced 31,989 3,214 0.04% 0.05% 352 -2,053 -6.03% Q3 2026 Oct 08, 2026
Principia Wealth Advisory, LLC History No change 31,119 3,182 1.58% 1.58% 353 0 0.0% Q2 2026 Aug 26, 2026
IFG Advisory, LLC History No change 31,002 3,171 0.11% 0.11% 354 0 0.0% Q2 2026 Aug 13, 2026
Hamilton Wealth, LLC History No change 30,803 3,151 0.58% 0.58% 355 0 0.0% Q2 2026 Aug 06, 2026
Balance Wealth Partners LLC History No change 30,671 3,137 0.83% 0.83% 356 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 30,589 3,129 0.12% 0.12% 357 0 0.0% Q2 2026 Jul 22, 2026
WT Wealth Management History No change 30,478 3,117 0.86% 0.86% 358 0 0.0% Q2 2026 Jul 22, 2026
LEUTHOLD GROUP, LLC History No change 29,743 3,042 0.31% 0.31% 359 0 0.0% Q2 2026 Aug 04, 2026
Fusion Family Wealth, LLC History No change 29,607 3,028 0.2% 0.2% 360 0 0.0% Q2 2026 Aug 07, 2026
Pilgrim Partners Asia Pte Ltd History No change 29,300 2,997 1.28% 1.28% 361 0 0.0% Q2 2026 Jul 29, 2026
XY Planning Network, Inc. History No change 29,233 2,990 0.38% 0.38% 362 0 0.0% Q2 2026 Jul 14, 2026
Keebeck Wealth Management History No change 29,073 2,974 0.29% 0.29% 363 0 0.0% Q2 2026 Aug 11, 2026
Provident Wealth Management, LLC History No change 28,521 2,917 0.75% 0.75% 364 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 28,492 2,914 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 13, 2026
One Wealth Advisors, LLC History No change 28,353 2,900 0.32% 0.32% 366 0 0.0% Q2 2026 Aug 06, 2026
Essential Partners LLC History No change 28,044 2,868 1.32% 1.32% 367 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 27,900 2,854 0.02% 0.02% 368 0 0.0% Q2 2026 Aug 10, 2026
First Bank & Trust History No change 27,895 2,853 0.42% 0.42% 369 0 0.0% Q2 2026 Jul 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 27,528 2,816 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 27,427 2,805 0.19% 0.19% 371 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 27,329 2,795 0.17% 0.17% 372 0 0.0% Q2 2026 Aug 17, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 26,835 2,745 0.68% 0.68% 373 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 26,783 2,739 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 26,517 2,712 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 29,383 2,694 0.05% 0.05% 376 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 29,383 2,694 0.05% 0.05% 377 0 0.0% Q2 2026 Jul 29, 2026
Legacy Financial Advisors, Inc. History No change 26,318 2,692 0.33% 0.33% 378 0 0.0% Q2 2026 Aug 05, 2026
Fort Point Capital Partners LLC History No change 26,154 2,675 0.19% 0.19% 379 0 0.0% Q2 2026 Aug 14, 2026
EQ LLC History No change 25,969 2,656 0.65% 0.65% 380 0 0.0% Q2 2026 Jul 23, 2026
Texas Capital Bank Wealth Management Services Inc History No change 24,814 2,538 0.14% 0.14% 381 0 0.0% Q2 2026 Aug 07, 2026
Investor's Fiduciary Advisor Network, LLC History No change 24,644 2,521 0.86% 0.86% 382 0 0.0% Q2 2026 Aug 13, 2026
Sepio Capital, LP History No change 24,511 2,507 0.13% 0.13% 383 0 0.0% Q2 2026 Jul 28, 2026
BIP Wealth, LLC History No change 24,206 2,476 0.07% 0.07% 384 0 0.0% Q2 2026 Aug 03, 2026
KICKSTAND VENTURES, LLC. History No change 24,116 2,467 0.45% 0.45% 385 0 0.0% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History No change 24,094 2,464 0.04% 0.04% 386 0 0.0% Q2 2026 Aug 05, 2026
Terra Nova Asset Management LLC History No change 23,723 2,426 1.49% 1.49% 387 0 0.0% Q2 2026 Aug 04, 2026
Hirtle & Co., LLC History No change 23,682 2,422 0.08% 0.08% 388 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 23,646 2,418 0.03% 0.03% 389 0 0.0% Q2 2026 Aug 05, 2026
MONTAG A & ASSOCIATES INC History No change 23,475 2,401 0.1% 0.1% 390 0 0.0% Q2 2026 Aug 05, 2026
Passive Capital Management, LLC. History No change 33,000 2,398 0.75% 0.75% 391 0 0.0% Q2 2026 Aug 10, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 23,231 2,376 0.82% 0.82% 392 0 0.0% Q2 2026 Aug 05, 2026
Aptus Capital Advisors, LLC History No change 23,070 2,360 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 12, 2026
Royal Harbor Partners, LLC History No change 22,962 2,349 0.73% 0.73% 394 0 0.0% Q2 2026 Jul 27, 2026
Bestgate Wealth Advisors, LLC History No change 22,866 2,339 3.73% 3.73% 395 0 0.0% Q2 2026 Jul 29, 2026
BROWN ADVISORY INC History No change 22,849 2,337 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 22,689 2,321 0.04% 0.04% 397 0 0.0% Q2 2026 Jul 21, 2026
Trajan Wealth LLC History No change 22,504 2,302 0.09% 0.09% 398 0 0.0% Q2 2026 Aug 13, 2026
Cordoba Advisory Partners LLC History No change 22,320 2,283 0.48% 0.48% 399 0 0.0% Q2 2026 Jul 21, 2026
FIRST FINANCIAL CORP /IN/ History No change 22,236 2,274 0.79% 0.79% 400 0 0.0% Q2 2026 Jul 07, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 22,097 2,260 0.23% 0.23% 401 0 0.0% Q2 2026 Jul 13, 2026
Horst & Graben Wealth Management LLC History No change 22,884 2,254 0.3% 0.3% 402 0 0.0% Q2 2026 Jul 22, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 21,747 2,224 0.53% 0.53% 403 0 0.0% Q2 2026 Jul 15, 2026
Goldenstone Wealth Management LLC History No change 21,568 2,206 1.44% 1.44% 404 0 0.0% Q2 2026 Aug 05, 2026
Anchor Investment Management, LLC History No change 21,525 2,202 0.17% 0.17% 405 0 0.0% Q2 2026 Sep 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 21,990 2,178 0.03% 0.03% 406 -100 -0.45% Q3 2026 Oct 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 21,215 2,170 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 21,204 2,169 0.04% 0.04% 408 0 0.0% Q2 2026 Aug 14, 2026
Ciovacco Capital Management LLC History No change 21,194 2,168 0.96% 0.96% 409 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 21,026 2,151 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 14, 2026
MW ADVISORY, LLC History No change 20,981 2,146 0.86% 0.86% 411 0 0.0% Q2 2026 Aug 07, 2026
Coppell Advisory Solutions LLC History No change 123 2,145 0.18% 0.18% 412 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 20,955 2,143 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 12, 2026
Texas Yale Capital Corp. History No change 20,900 2,138 0.05% 0.05% 414 0 0.0% Q2 2026 Aug 12, 2026
Advocate Investing Services LLC History No change 20,577 2,104 1.62% 1.62% 415 0 0.0% Q2 2026 Jul 28, 2026
CoreCap Advisors, LLC History Reduced 21,034 2,084 0.06% 0.07% 416 -2,428 -10.35% Q3 2026 Oct 08, 2026
Stelac Advisory Services LLC History No change 20,146 2,060 0.38% 0.38% 417 0 0.0% Q2 2026 Aug 10, 2026
Columbus Macro, LLC History No change 20,122 2,058 0.2% 0.2% 418 0 0.0% Q2 2026 Jul 22, 2026
UNITED BANK History No change 20,020 2,048 0.24% 0.24% 419 0 0.0% Q2 2026 Jul 30, 2026
Ascentis Wealth Management, LLC History No change 19,936 2,039 0.31% 0.31% 420 0 0.0% Q2 2026 Jul 30, 2026
Waverly Advisors, LLC History No change 19,796 2,025 0.01% 0.01% 421 0 0.0% Q2 2026 Aug 14, 2026
Sound Portfolio Advisors, LLC History No change 19,791 2,024 1.44% 1.44% 422 0 0.0% Q2 2026 Aug 06, 2026
Campion Asset Management History No change 19,666 2,011 1.23% 1.23% 423 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 19,653 2,010 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 12, 2026
Marietta Wealth Management, LLC History No change 19,563 2,001 0.21% 0.21% 425 0 0.0% Q2 2026 Aug 03, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 19,509 1,995 0.2% 0.2% 426 0 0.0% Q2 2026 Jul 29, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 19,403 1,984 0.07% 0.07% 427 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Financial Partners, Inc. History No change 19,293 1,973 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 14, 2026
QUARRY HILL ADVISORS, LLC History No change 19,280 1,972 0.76% 0.76% 429 0 0.0% Q2 2026 Jul 27, 2026
Sovran Advisors, LLC History No change 22,672 1,969 0.15% 0.15% 430 0 0.0% Q2 2026 Jul 29, 2026
Orgel Wealth Management, LLC History No change 19,124 1,956 0.04% 0.04% 431 0 0.0% Q2 2026 Jul 13, 2026
Abbot Financial Management, Inc. History No change 19,052 1,949 0.67% 0.67% 432 0 0.0% Q2 2026 Aug 06, 2026
AMG National Trust Bank History No change 19,011 1,944 0.04% 0.04% 433 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 18,961 1,939 0.06% 0.06% 434 0 0.0% Q2 2026 Aug 05, 2026
Icon Wealth Advisors, LLC History No change 18,718 1,914 0.12% 0.12% 435 0 0.0% Q2 2026 Aug 05, 2026
DRW Securities, LLC History No change 18,539 1,896 0.05% 0.05% 436 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 18,361 1,878 0.11% 0.11% 437 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Wealth, LLC/TN History No change 19,698 1,876 0.95% 0.95% 438 0 0.0% Q2 2026 Jul 29, 2026
TSA Wealth Managment LLC History No change 18,292 1,871 0.53% 0.53% 439 0 0.0% Q2 2026 Aug 03, 2026
Caprock Group, LLC History No change 18,105 1,852 0.04% 0.04% 440 0 0.0% Q2 2026 Jul 27, 2026
CreativeOne Wealth, LLC History No change 18,050 1,846 0.04% 0.04% 441 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 17,649 1,805 0.11% 0.11% 442 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS History No change 17,543 1,786 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 13, 2026
Box Hill Private Wealth LLC History Added to 17,945 1,778 1.29% 1.15% 444 +3,913 27.89% Q3 2026 Oct 05, 2026
Clark Capital Management Group, Inc. History No change 17,252 1,764 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 11, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 17,121 1,751 0.22% 0.22% 446 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 17,039 1,743 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 16,862 1,724 0.02% 0.02% 448 0 0.0% Q2 2026 Jul 28, 2026
Dynamic Advisor Solutions LLC History No change 16,816 1,720 0.05% 0.05% 449 0 0.0% Q2 2026 Jul 07, 2026
Indiana Trust & Investment Management Co History No change 16,750 1,713 0.47% 0.47% 450 0 0.0% Q2 2026 Jul 22, 2026
Strathmore Capital Advisors, Inc. History No change 17,978 1,707 0.46% 0.46% 451 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 16,658 1,704 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 14, 2026
Massar Capital Management, LP History No change 16,434 1,681 0.16% 0.16% 453 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 16,108 1,647 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 11, 2026
ShoreHaven Wealth Partners, LLC History No change 15,984 1,635 0.51% 0.51% 455 0 0.0% Q2 2026 Jul 14, 2026
Regal Investment Advisors LLC History No change 15,963 1,633 0.08% 0.08% 456 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Capital Partners, LLC History No change 15,953 1,631 0.67% 0.67% 457 0 0.0% Q2 2026 Jul 09, 2026
Security Financial Services, INC. History No change 15,911 1,627 0.23% 0.23% 458 0 0.0% Q2 2026 Jul 15, 2026
Summit Financial, LLC History No change 15,712 1,607 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 12, 2026
ERn Financial, LLC History No change 15,553 1,591 0.26% 0.26% 460 0 0.0% Q2 2026 Jul 23, 2026
EHRLICH FINANCIAL GROUP History No change 15,398 1,575 0.81% 0.81% 461 0 0.0% Q2 2026 Jul 09, 2026
AWM CAPITAL, LLC History No change 15,250 1,560 0.12% 0.12% 462 0 0.0% Q2 2026 Jul 31, 2026
RWA WEALTH PARTNERS, LLC History No change 15,239 1,558 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 07, 2026
Waycross Investment Management Co History No change 15,154 1,550 1.18% 1.18% 464 0 0.0% Q2 2026 Jul 14, 2026
BOSTON FAMILY OFFICE LLC History No change 15,123 1,547 0.09% 0.09% 465 0 0.0% Q2 2026 Aug 12, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 15,018 1,536 0.09% 0.09% 466 0 0.0% Q2 2026 Jul 13, 2026
Clearstead Advisors, LLC History No change 14,971 1,531 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 06, 2026
KEYVANTAGE WEALTH, LLC History No change 14,935 1,527 0.58% 0.58% 468 0 0.0% Q2 2026 Aug 11, 2026
JBGlobal.com LLC History No change 14,835 1,517 1.33% 1.33% 469 0 0.0% Q2 2026 Jul 06, 2026
Banque Transatlantique SA History No change 14,698 1,503 0.03% 0.03% 470 0 0.0% Q2 2026 Jul 30, 2026
J.E. Simmons & Co., P.C. History No change 14,525 1,485 0.84% 0.84% 471 0 0.0% Q2 2026 Jul 15, 2026
Regency Capital Management Inc.\DE History No change 14,460 1,479 0.59% 0.59% 472 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 14,415 1,474 0.04% 0.04% 473 0 0.0% Q2 2026 Aug 03, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 14,386 1,471 0.01% 0.01% 474 0 0.0% Q2 2026 Aug 10, 2026
Ullmann Wealth Partners Group, LLC History No change 14,329 1,465 0.13% 0.13% 475 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 14,260 1,458 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 13, 2026
Relyea Zuckerberg Hanson LLC History No change 14,182 1,450 0.12% 0.12% 477 0 0.0% Q2 2026 Jul 16, 2026
Wedmont Private Capital History No change 14,713 1,445 0.03% 0.04% 478 0 0.0% Q3 2026 Oct 09, 2026
Interchange Capital Partners, LLC History No change 14,089 1,441 0.27% 0.27% 479 0 0.0% Q2 2026 Jul 20, 2026
Williams & Novak Wealth Management, LLC History Added to 14,520 1,438 0.85% 0.97% 480 +110 0.76% Q3 2026 Oct 09, 2026
STEPH & CO History Added to 14,509 1,437 0.37% 0.36% 481 +446 3.17% Q3 2026 Oct 07, 2026
Koshinski Asset Management, Inc. History No change 14,029 1,435 0.08% 0.08% 482 0 0.0% Q2 2026 Jul 27, 2026
Integrity Advisory Solutions, LLC History No change 13,963 1,428 0.15% 0.15% 483 0 0.0% Q2 2026 Jul 31, 2026
Empower Advisory Group, LLC History No change 13,881 1,420 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 12, 2026
RED REEF ADVISORS LLC History No change 13,746 1,406 1.3% 1.3% 485 0 0.0% Q2 2026 Jul 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 13,738 1,405 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 13,710 1,403 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 14, 2026
Fearless Solutions, LLC dba Best Invest History No change 13,643 1,395 0.74% 0.74% 488 0 0.0% Q2 2026 Jul 21, 2026
Manhattan West Asset Management, LLC History No change 13,577 1,388 0.23% 0.23% 489 0 0.0% Q2 2026 Aug 11, 2026
HANOVER ADVISORS INC History No change 13,429 1,373 0.49% 0.49% 490 0 0.0% Q2 2026 Aug 12, 2026
Clear Creek Financial Management, LLC History No change 13,112 1,341 0.09% 0.09% 491 0 0.0% Q2 2026 Jul 27, 2026
BTG Pactual Asset Management US LLC History No change 13,068 1,336 0.08% 0.08% 492 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 13,050 1,335 0.02% 0.02% 493 0 0.0% Q2 2026 Aug 04, 2026
CARDIFF PARK ADVISORS, LLC History No change 13,006 1,330 0.1% 0.1% 494 0 0.0% Q2 2026 Aug 14, 2026
Prasad Wealth Partners, LLC History No change 12,793 1,308 0.31% 0.31% 495 0 0.0% Q2 2026 Jul 29, 2026
INNEALTA CAPITAL, LLC History No change 12,756 1,304 0.7% 0.7% 496 0 0.0% Q2 2026 Aug 04, 2026
CFS Investment Advisory Services, LLC History No change 13,360 1,295 0.09% 0.09% 497 0 0.0% Q2 2026 Jul 16, 2026
Solstein Capital, LLC History No change 12,564 1,285 0.44% 0.44% 498 0 0.0% Q2 2026 Aug 12, 2026
Global Strategic Investment Solutions, LLC History No change 12,496 1,278 0.11% 0.11% 499 0 0.0% Q2 2026 Aug 07, 2026
FFT WEALTH MANAGEMENT LLC History No change 12,478 1,276 0.2% 0.2% 500 0 0.0% Q2 2026 Jul 27, 2026
Nicholas Hoffman & Company, LLC. History No change 12,479 1,276 0.03% 0.03% 501 0 0.0% Q2 2026 Aug 04, 2026
AE Wealth Management LLC History No change 12,455 1,274 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 03, 2026
MEANS INVESTMENT CO., INC. History No change 12,436 1,272 0.1% 0.1% 503 0 0.0% Q2 2026 Aug 14, 2026
MRWM Advisors, LLC History No change 12,443 1,272 0.52% 0.52% 504 0 0.0% Q2 2026 Jul 28, 2026
FINANCIAL LIFE ADVISORS History No change 12,401 1,268 0.36% 0.36% 505 0 0.0% Q2 2026 Jul 28, 2026
WBH ADVISORY INC History No change 12,375 1,265 0.08% 0.08% 506 0 0.0% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History No change 12,361 1,264 0.02% 0.02% 507 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Capital Group History Added to 12,748 1,263 0.15% 0.16% 509 +34 0.27% Q3 2026 Oct 08, 2026
National Philanthropic Trust History No change 12,354 1,263 0.02% 0.02% 508 0 0.0% Q2 2026 Aug 14, 2026
Commerce Advisors, LLC History No change 12,300 1,258 0.68% 0.68% 510 0 0.0% Q2 2026 Aug 04, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 12,240 1,252 0.43% 0.43% 511 0 0.0% Q2 2026 Aug 13, 2026
Essential Investment Partners LLC History No change 12,226 1,250 1.0% 1.0% 512 0 0.0% Q2 2026 Jul 15, 2026
Smartleaf Asset Management LLC History No change 12,355 1,241 0.04% 0.04% 513 0 0.0% Q2 2026 Aug 12, 2026
BEACON FINANCIAL GROUP History No change 11,995 1,227 0.11% 0.11% 514 0 0.0% Q2 2026 Jul 16, 2026
Haverford Trust Co History No change 11,992 1,226 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 12, 2026
Scarborough Advisors, LLC History No change 12,275 1,224 0.14% 0.14% 516 0 0.0% Q2 2026 Jul 21, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 11,947 1,222 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 11,862 1,213 0.08% 0.08% 518 0 0.0% Q2 2026 Sep 04, 2026
Willis Johnson & Associates, Inc. History No change 11,790 1,206 0.07% 0.07% 519 0 0.0% Q2 2026 Aug 13, 2026
Financial Engines Advisors L.L.C. History No change 11,761 1,203 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
REGIMEN WEALTH, LLC History No change 11,711 1,191 0.32% 0.32% 521 0 0.0% Q2 2026 Aug 05, 2026
Purkiss Capital Advisors LLC History No change 11,562 1,182 0.45% 0.45% 522 0 0.0% Q2 2026 Jul 30, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 11,498 1,176 0.87% 0.87% 523 0 0.0% Q2 2026 Jul 22, 2026
MATHER GROUP, LLC. History No change 11,425 1,168 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 27, 2026
J2 Capital Management Inc History No change 11,388 1,164 0.78% 0.78% 525 0 0.0% Q2 2026 Jul 20, 2026
Gilbert & Cook, Inc. History No change 11,354 1,161 0.13% 0.13% 526 0 0.0% Q2 2026 Jul 28, 2026
SYON CAPITAL LLC History No change 11,153 1,140 0.05% 0.05% 527 0 0.0% Q2 2026 Aug 14, 2026
W ADVISORS, LLC History No change 11,098 1,135 0.52% 0.52% 528 0 0.0% Q2 2026 Jul 31, 2026
Blue Zone Wealth Advisors, LLC History No change 11,066 1,132 0.2% 0.2% 529 0 0.0% Q2 2026 Jul 14, 2026
Winthrop Capital Management, LLC History No change 11,030 1,128 0.27% 0.27% 530 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 14,249 1,120 0.05% 0.05% 531 0 0.0% Q2 2026 Jul 09, 2026
MISSION WEALTH MANAGEMENT, LP History No change 10,948 1,119 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 20, 2026
Bulwark Capital Corp History No change 10,941 1,119 0.63% 0.63% 533 0 0.0% Q2 2026 Jul 06, 2026
1015 Capital Partners, LLC History No change 10,896 1,114 0.93% 0.93% 534 0 0.0% Q2 2026 Jul 21, 2026
BURKE & HERBERT BANK & TRUST CO History No change 10,810 1,105 0.27% 0.27% 535 0 0.0% Q2 2026 Aug 07, 2026
21 West Wealth Management LLC History No change 10,728 1,097 0.94% 0.94% 536 0 0.0% Q2 2026 Jul 13, 2026
Prime Capital Investment Advisors, LLC History No change 10,708 1,095 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 05, 2026
Chevy Chase Trust Holdings, LLC History No change 10,648 1,089 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 14, 2026
TFO Wealth Partners, LLC History No change 10,595 1,083 0.12% 0.12% 539 0 0.0% Q2 2026 Aug 10, 2026
Marshall Financial Group, LLC History No change 10,474 1,071 0.16% 0.16% 540 0 0.0% Q2 2026 Jul 17, 2026
Keel Point, LLC History No change 10,443 1,068 0.06% 0.06% 541 0 0.0% Q2 2026 Aug 14, 2026
OLIO Financial Planning History No change 10,430 1,066 0.26% 0.26% 542 0 0.0% Q2 2026 Jul 17, 2026
ASSETMARK, INC History No change 10,195 1,042 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 30, 2026
Canal Capital Management, LLC History No change 10,168 1,040 0.13% 0.13% 544 0 0.0% Q2 2026 Jul 28, 2026
Spectrum Planning & Advisory Services Inc. History No change 10,050 1,028 0.46% 0.46% 545 0 0.0% Q2 2026 Jul 14, 2026
Lido Advisors, LLC History No change 10,040 1,027 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 07, 2026
SAGE FINANCIAL GROUP INC History No change 10,014 1,024 0.06% 0.06% 547 0 0.0% Q2 2026 Jul 21, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 10,013 1,024 0.49% 0.49% 548 0 0.0% Q2 2026 Aug 13, 2026
NWF Advisory Services Inc. History No change 9,957 1,018 0.1% 0.1% 549 0 0.0% Q2 2026 Jul 29, 2026
Dana Investment Advisors, Inc. History No change 9,941 1,016 0.03% 0.03% 550 0 0.0% Q2 2026 Aug 13, 2026
Pure Financial Advisors, LLC History No change 9,923 1,015 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 9,858 1,008 0.12% 0.12% 552 0 0.0% Q2 2026 Jul 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 9,821 1,004 0.05% 0.05% 553 0 0.0% Q2 2026 Jul 23, 2026
Quad-Cities Investment Group, LLC History No change 9,807 1,003 0.36% 0.36% 554 0 0.0% Q2 2026 Jul 07, 2026
SG Americas Securities, LLC History No change 9,774 1,000 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 07, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 9,720 994 0.09% 0.09% 556 0 0.0% Q2 2026 Jul 09, 2026
Claro Advisors Inc. History No change 9,722 994 0.1% 0.1% 557 0 0.0% Q2 2026 Jul 30, 2026
Sugar Maple Asset Management, LLC History No change 9,593 981 0.63% 0.63% 558 0 0.0% Q2 2026 Jul 28, 2026
Modera Wealth Management, LLC History No change 9,582 980 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 03, 2026
Brady Martz Wealth Solutions, LLC History No change 9,455 967 0.15% 0.15% 560 0 0.0% Q2 2026 Jul 23, 2026
West Wealth Group, LLC History No change 9,434 965 0.16% 0.16% 561 0 0.0% Q2 2026 Aug 06, 2026
Wright Wealth LLC History No change 9,338 955 0.57% 0.57% 562 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 9,153 936 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 23, 2026
Belvedere Trading LLC History No change 9,110 931 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 31, 2026
Security National Bank History No change 9,058 926 0.11% 0.11% 565 0 0.0% Q2 2026 Jul 15, 2026
NBT BANK, N.A. History No change 9,025 923 0.06% 0.06% 566 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Wealth Management, LLC History No change 9,007 921 0.04% 0.04% 567 0 0.0% Q2 2026 Jul 22, 2026
Summit Trail Advisors, LLC History No change 9,010 921 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 11, 2026
Keudell/Morrison Wealth Management History No change 8,953 915 0.17% 0.17% 569 0 0.0% Q2 2026 Jul 15, 2026
Legacy Trust History No change 8,922 912 0.16% 0.16% 570 0 0.0% Q2 2026 Jul 31, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 8,848 905 0.05% 0.05% 571 0 0.0% Q2 2026 Aug 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 8,040 897 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 06, 2026
HORAN Wealth, LLC History No change 8,713 891 0.11% 0.11% 573 0 0.0% Q2 2026 Aug 26, 2026
Vontobel Holding Ltd. History No change 8,636 883 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 03, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 8,612 881 0.12% 0.12% 575 0 0.0% Q2 2026 Aug 12, 2026
Dorsey & Whitney Trust CO LLC History No change 8,529 872 0.04% 0.04% 576 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Planning Group, LLC History No change 8,503 869 0.28% 0.28% 577 0 0.0% Q2 2026 Jul 31, 2026
SHELTON CAPITAL MANAGEMENT History No change 8,473 866 0.02% 0.02% 578 0 0.0% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History No change 8,630 866 0.05% 0.05% 579 0 0.0% Q2 2026 Jul 14, 2026
Uptown Financial Advisors LLC History No change 8,409 860 0.57% 0.57% 580 0 0.0% Q2 2026 Jul 10, 2026
American Trust Investment Advisors, LLC History No change 8,352 854 0.42% 0.42% 581 0 0.0% Q2 2026 Aug 14, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 8,354 854 0.24% 0.24% 582 0 0.0% Q2 2026 Jul 24, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 8,226 841 0.04% 0.04% 583 0 0.0% Q2 2026 Jul 20, 2026
Cosner Financial Group, LLC History No change 8,203 839 0.43% 0.43% 584 0 0.0% Q2 2026 Aug 10, 2026
NOVEM GROUP History No change 8,193 838 0.08% 0.08% 585 0 0.0% Q2 2026 Jul 21, 2026
F&V Capital Management, LLC History No change 8,155 834 0.15% 0.15% 586 0 0.0% Q2 2026 Jul 21, 2026
NVWM, LLC History No change 8,153 834 0.17% 0.17% 587 0 0.0% Q2 2026 Jul 28, 2026
Princeton Global Asset Management LLC History No change 8,153 834 0.12% 0.12% 588 0 0.0% Q2 2026 Jul 16, 2026
Strategic Financial Concepts, LLC History No change 8,108 828 0.25% 0.25% 589 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 8,083 826 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 14, 2026
EWA, LLC History No change 8,083 826 0.15% 0.15% 591 0 0.0% Q2 2026 Jul 14, 2026
LPWM LLC History No change 8,070 825 0.18% 0.18% 592 0 0.0% Q2 2026 Jul 24, 2026
Daybright Advisory Services, Inc. History No change 8,866 816 0.19% 0.19% 593 0 0.0% Q2 2026 Aug 04, 2026
PGIM Custom Harvest LLC History No change 7,931 811 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 13, 2026
Richard W. Paul & Associates, LLC History No change 7,899 808 0.25% 0.25% 595 0 0.0% Q2 2026 Aug 10, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 7,839 801 0.86% 0.86% 596 0 0.0% Q2 2026 Aug 13, 2026
Resurgent Financial Advisors LLC History No change 7,683 785 0.22% 0.22% 597 0 0.0% Q2 2026 Aug 14, 2026
Invst, LLC History No change 7,647 782 0.08% 0.08% 598 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 7,537 771 0.07% 0.07% 599 0 0.0% Q2 2026 Jul 09, 2026
Western Wealth Management, LLC History No change 7,534 770 0.03% 0.03% 600 0 0.0% Q2 2026 Aug 14, 2026
Mittelman Wealth Management History No change 3,790 770 0.51% 0.51% 601 0 0.0% Q2 2026 Aug 06, 2026
Rede Wealth, LLC History No change 7,421 759 0.25% 0.25% 602 0 0.0% Q2 2026 Aug 03, 2026
PATRON PARTNERS, LLC History No change 7,376 754 0.29% 0.29% 603 0 0.0% Q2 2026 Aug 11, 2026
Advyzon Investment Management, LLC History No change 7,213 737 0.05% 0.05% 604 0 0.0% Q2 2026 Aug 14, 2026
Cypress Wealth Services, LLC History No change 7,035 719 0.09% 0.09% 605 0 0.0% Q2 2026 Jul 10, 2026
Amplius Wealth Advisors, LLC History No change 7,035 719 0.05% 0.05% 606 0 0.0% Q2 2026 Jul 17, 2026
Heartwood Wealth Advisors LLC History No change 7,228 716 0.06% 0.06% 607 0 0.0% Q3 2026 Oct 05, 2026
Unique Wealth Strategies, LLC History No change 6,998 715 0.26% 0.26% 608 0 0.0% Q2 2026 Jul 15, 2026
Asempa Wealth Advisors History Reduced 7,175 712 0.54% 0.55% 610 -7 -0.1% Q3 2026 Oct 07, 2026
IFP Advisors, Inc History No change 6,969 712 0.01% 0.01% 609 0 0.0% Q2 2026 Jul 20, 2026
Comprehensive Money Management Services LLC History No change 6,955 711 0.45% 0.45% 611 0 0.0% Q2 2026 Aug 14, 2026
New Republic Capital, LLC History No change 6,948 710 0.16% 0.16% 612 0 0.0% Q2 2026 Jul 31, 2026
Csenge Advisory Group History No change 6,936 709 0.03% 0.03% 613 0 0.0% Q2 2026 Aug 10, 2026
WATERSHED PRIVATE WEALTH LLC History No change 6,920 707 0.2% 0.2% 614 0 0.0% Q2 2026 Jul 17, 2026
Advus Financial Partners, LLC History No change 6,855 701 0.2% 0.2% 615 0 0.0% Q2 2026 Oct 02, 2026
Apollon Wealth Management, LLC History No change 6,836 699 0.01% 0.01% 616 0 0.0% Q2 2026 Jul 22, 2026
LiftPoint Family Wealth Advisors LLC History No change 6,756 691 0.47% 0.47% 617 0 0.0% Q2 2026 Aug 05, 2026
Telos Capital Management, Inc. History No change 6,716 687 0.06% 0.06% 618 0 0.0% Q2 2026 Jul 22, 2026
Churchill Financial Advisors, LLC History No change 6,665 681 0.13% 0.13% 619 0 0.0% Q2 2026 Jul 15, 2026
CIBC Bancorp USA Inc. History No change 6,642 679 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 6,639 679 0.07% 0.07% 621 0 0.0% Q2 2026 Sep 02, 2026
PDS Planning, Inc History No change 6,637 678 0.04% 0.04% 622 0 0.0% Q2 2026 Aug 05, 2026
Walsh & Associates, LLC History No change 6,552 670 0.55% 0.55% 623 0 0.0% Q2 2026 Jul 21, 2026
Stonebrook Private Inc. History No change 6,498 664 0.12% 0.12% 624 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 6,418 656 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 17, 2026
Aspetuck Financial Management LLC History No change 6,390 653 0.38% 0.38% 626 0 0.0% Q2 2026 Aug 11, 2026
Newman Dignan & Sheerar, Inc. History No change 6,332 647 0.12% 0.12% 627 0 0.0% Q2 2026 Jul 14, 2026
Crewe Advisors LLC History No change 6,328 647 0.05% 0.05% 628 0 0.0% Q2 2026 Jul 23, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 6,273 641 0.13% 0.13% 629 0 0.0% Q2 2026 Jul 08, 2026
Foster Group, Inc. History No change 6,223 636 0.02% 0.02% 630 0 0.0% Q2 2026 Jul 07, 2026
Hudson Oak Wealth Advisory LLC History No change 6,200 634 0.49% 0.49% 631 0 0.0% Q2 2026 Jul 21, 2026
W1M Asset Management Ltd History No change 6,159 629 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 12, 2026
Ashford Advisors, LLC History No change 6,142 628 0.13% 0.13% 633 0 0.0% Q2 2026 Aug 06, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 6,078 621 0.04% 0.04% 634 0 0.0% Q2 2026 Aug 10, 2026
Global Assets Advisory, LLC History No change 6,276 620 0.14% 0.14% 635 0 0.0% Q2 2026 Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 6,054 619 0.07% 0.07% 636 0 0.0% Q2 2026 Aug 12, 2026
WealthPlan Investment Management, LLC History No change 6,008 614 0.03% 0.03% 637 0 0.0% Q2 2026 Jul 28, 2026
Brand Asset Management Group, Inc. History No change 5,996 613 0.14% 0.14% 638 0 0.0% Q2 2026 Aug 12, 2026
LMCG INVESTMENTS, LLC History No change 5,893 602 0.03% 0.03% 639 0 0.0% Q2 2026 Jul 22, 2026
Marathon Strategic Advisors, LLC History No change 5,883 601 0.34% 0.34% 640 0 0.0% Q2 2026 Jul 16, 2026
TCI Wealth Advisors, Inc. History No change 5,869 600 0.03% 0.03% 641 0 0.0% Q2 2026 Jul 29, 2026
Brookwood Investment Group LLC History No change 5,865 599 0.07% 0.07% 642 0 0.0% Q2 2026 Jul 23, 2026
MassMutual Private Wealth & Trust, FSB History Added to 6,006 595 0.02% 0.02% 643 +113 1.92% Q3 2026 Oct 05, 2026
Brookstone Capital Management History No change 5,792 592 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 5,787 592 0.02% 0.02% 645 0 0.0% Q2 2026 Jul 27, 2026
Elser Financial Planning, Inc History No change 5,796 592 0.03% 0.03% 646 0 0.0% Q2 2026 Jul 14, 2026
PRAIRIE ADVISORY, LLC History No change 5,740 587 0.14% 0.14% 647 0 0.0% Q2 2026 Jul 20, 2026
Maia Wealth LLC History No change 5,706 583 0.09% 0.09% 648 0 0.0% Q2 2026 Jul 28, 2026
Elevated Capital Advisors, LLC History No change 5,691 582 0.16% 0.16% 649 0 0.0% Q2 2026 Aug 03, 2026
Revisor Wealth Management LLC History No change 5,572 570 0.14% 0.14% 650 0 0.0% Q2 2026 Jul 21, 2026
Maridea Wealth Management LLC History No change 5,566 569 0.06% 0.06% 651 0 0.0% Q2 2026 Aug 06, 2026
GeoWealth Management, LLC History No change 5,533 565 0.02% 0.02% 652 0 0.0% Q2 2026 Jul 30, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,482 560 0.0% 0.0% 653 0 0.0% Q2 2026 Sep 23, 2026
HMV Wealth Advisors, LLC History No change 5,445 557 0.22% 0.22% 654 0 0.0% Q2 2026 Jul 13, 2026
Simplicity Wealth,LLC History No change 5,437 556 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 06, 2026
First PREMIER Bank History No change 5,420 555 0.09% 0.09% 656 0 0.0% Q2 2026 Jul 15, 2026
PRIVATE TRUST CO NA History No change 5,412 553 0.04% 0.04% 657 0 0.0% Q2 2026 Jul 28, 2026
Veltria Advisors Corp. History No change 5,389 551 0.83% 0.83% 658 0 0.0% Q2 2026 Aug 14, 2026
Apeiron RIA LLC History Reduced 5,539 550 0.12% 0.16% 659 -632 -10.24% Q3 2026 Oct 08, 2026
Vanguard National Trust Co History No change 5,359 548 0.03% 0.03% 660 0 0.0% Q2 2026 Aug 13, 2026
Miller Global Investments, LLC History Reduced 5,511 546 0.44% 0.47% 661 -1 -0.02% Q3 2026 Oct 02, 2026
ONE Advisory Partners, LLC History No change 5,322 544 0.15% 0.15% 662 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 5,290 541 0.01% 0.01% 663 0 0.0% Q2 2026 Jul 23, 2026
Bison Wealth, LLC History No change 5,399 540 0.05% 0.05% 664 0 0.0% Q2 2026 Jul 07, 2026
Estate Counselors, LLC History No change 5,270 539 0.05% 0.05% 665 0 0.0% Q2 2026 Aug 07, 2026
Verdence Capital Advisors LLC History No change 5,270 539 0.03% 0.03% 666 0 0.0% Q2 2026 Jul 29, 2026
Asset Dedication, LLC History No change 5,221 534 0.03% 0.03% 667 0 0.0% Q2 2026 Jul 30, 2026
ALTFEST L J & CO INC History No change 5,193 531 0.05% 0.05% 668 0 0.0% Q2 2026 Jul 30, 2026
PFG Advisors History No change 5,125 524 0.03% 0.03% 669 0 0.0% Q2 2026 Jul 16, 2026
LRI Investments, LLC History No change 5,129 524 0.04% 0.04% 670 0 0.0% Q2 2026 Jul 14, 2026
Neuberger Berman Group LLC History No change 5,115 523 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 13, 2026
South Shore Capital Advisors History No change 5,089 520 0.35% 0.35% 672 0 0.0% Q2 2026 Jul 30, 2026
Pitcairn Wealth Advisors LLC History No change 5,084 520 0.06% 0.06% 673 0 0.0% Q2 2026 Aug 10, 2026
Sigma Planning Corp History No change 5,083 519 0.01% 0.01% 674 0 0.0% Q2 2026 Aug 07, 2026
Phoenix Financial Ltd. History No change 5,082 519 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 11, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 6,600 519 0.09% 0.09% 676 0 0.0% Q2 2026 Aug 03, 2026
SJS Investment Consulting Inc. History No change 5,063 517 0.06% 0.06% 677 0 0.0% Q2 2026 Jul 22, 2026
Pacific Park Financial, Inc. History No change 5,061 517 0.3% 0.3% 678 0 0.0% Q2 2026 Jul 21, 2026
Yukon Wealth Management, Inc. History No change 5,039 515 0.15% 0.15% 679 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY TRUST CO History No change 5,006 512 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 13, 2026
SkyView Investment Advisors, LLC History No change 5,000 512 0.4% 0.4% 681 0 0.0% Q2 2026 Sep 14, 2026
Athena Investment Management History No change 4,940 505 0.3% 0.3% 682 0 0.0% Q2 2026 Aug 06, 2026
5T Wealth, LLC History No change 4,937 505 0.19% 0.19% 683 0 0.0% Q2 2026 Jul 21, 2026
DF DENT & CO INC History No change 4,930 504 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History No change 4,915 502 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 30, 2026
Latitude Advisors, LLC History No change 4,891 500 0.2% 0.2% 686 0 0.0% Q2 2026 Jul 27, 2026
K.J. Harrison & Partners Inc History No change 4,857 496 0.07% 0.07% 687 0 0.0% Q2 2026 Aug 07, 2026
GreatBanc Trust CO History No change 4,835 494 0.31% 0.31% 688 0 0.0% Q2 2026 Jul 29, 2026
Octavia Wealth Advisors, LLC History No change 4,765 487 0.04% 0.04% 689 0 0.0% Q2 2026 Jul 14, 2026
Pines Wealth Management, LLC History No change 4,748 485 0.14% 0.14% 690 0 0.0% Q2 2026 Jul 22, 2026
Avior Wealth Management, LLC History No change 4,731 483 0.01% 0.01% 691 0 0.0% Q2 2026 Jul 07, 2026
NewEdge Wealth, LLC History No change 4,676 478 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 10, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 4,663 477 0.15% 0.15% 693 0 0.0% Q2 2026 Jul 15, 2026
Smith Partners Wealth Management, LLC History No change 4,667 477 0.38% 0.38% 694 0 0.0% Q2 2026 Aug 10, 2026
Allie Family Office LLC History No change 4,639 474 0.18% 0.18% 695 0 0.0% Q2 2026 Oct 02, 2026
Alesco Advisors, LLC, An ESL Co History No change 4,605 471 0.01% 0.01% 696 0 0.0% Q2 2026 Aug 05, 2026
Capital Advisors Wealth Management, LLC History Added to 4,717 467 0.05% 0.04% 697 +1,037 28.18% Q3 2026 Oct 09, 2026
Moran Wealth Management, LLC History No change 4,549 465 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 05, 2026
Midwest Capital Advisors, LLC History No change 4,534 463 0.19% 0.19% 699 0 0.0% Q2 2026 Jul 28, 2026
Cypress Point Wealth Management, LLC History No change 4,487 458 0.09% 0.09% 700 0 0.0% Q2 2026 Jul 17, 2026
SCOTIA CAPITAL INC. History No change 4,452 455 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 11, 2026
Shared Vision Wealth Group LLC History No change 4,417 451 0.16% 0.16% 702 0 0.0% Q2 2026 Jul 31, 2026
W.H. Cornerstone Investments Inc. History No change 4,400 450 0.25% 0.25% 703 0 0.0% Q2 2026 Aug 07, 2026
Morling Financial Advisors, LLC History No change 4,394 449 0.12% 0.12% 704 0 0.0% Q2 2026 Aug 06, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 4,388 448 0.26% 0.26% 705 0 0.0% Q2 2026 Jul 21, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 4,347 444 0.04% 0.04% 706 0 0.0% Q2 2026 Jul 22, 2026
WEDBUSH SECURITIES INC History No change 4,318 442 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 28, 2026
Porter White Investment Advisors, Inc. History No change 4,324 442 0.17% 0.17% 708 0 0.0% Q2 2026 Jul 16, 2026
Cascade Financial Partners, LLC History No change 4,313 441 0.04% 0.04% 709 0 0.0% Q2 2026 Aug 04, 2026
Advisory Solutions Group, LLC History No change 4,232 432 0.15% 0.15% 710 0 0.0% Q2 2026 Jul 29, 2026
Rather & Kittrell, Inc. History No change 4,195 429 0.06% 0.06% 711 0 0.0% Q2 2026 Aug 12, 2026
Chatterton & Associates Inc. History No change 4,384 429 0.25% 0.25% 712 0 0.0% Q2 2026 Jul 14, 2026
Alpha Omega Wealth Management LLC History No change 4,174 427 0.06% 0.06% 713 0 0.0% Q2 2026 Jul 20, 2026
Ballast Rock Private Wealth LLC History No change 4,170 426 0.2% 0.2% 714 0 0.0% Q2 2026 Aug 10, 2026
Range Advisory, LLC History No change 4,145 424 0.05% 0.05% 715 0 0.0% Q2 2026 Sep 02, 2026
Miller Capital Partners, Inc. History No change 4,122 421 0.16% 0.16% 716 0 0.0% Q2 2026 Aug 12, 2026
WESPAC Advisors, LLC History No change 4,102 419 0.2% 0.2% 717 0 0.0% Q2 2026 Aug 10, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 4,086 417 0.02% 0.02% 718 0 0.0% Q2 2026 Aug 13, 2026
Weitzel Financial Services, Inc. History No change 2,961 416 0.14% 0.14% 719 0 0.0% Q2 2026 Jul 14, 2026
Hudock, Inc. History No change 4,055 414 0.05% 0.05% 720 0 0.0% Q2 2026 Jul 31, 2026
Aegis Wealth Management LLC History No change 4,000 409 0.19% 0.19% 721 0 0.0% Q2 2026 Aug 07, 2026
Retirement Wealth Solutions LLC History No change 4,137 409 0.22% 0.23% 722 0 0.0% Q3 2026 Oct 07, 2026
LFA - Lugano Financial Advisors SA History No change 3,990 408 0.25% 0.25% 723 0 0.0% Q2 2026 Jul 28, 2026
SIMON QUICK ADVISORS, LLC History No change 3,973 406 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 28, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,926 401 0.01% 0.01% 725 0 0.0% Q2 2026 Jul 23, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 4,027 399 0.02% 0.03% 727 -26 -0.64% Q3 2026 Oct 09, 2026
TSFG, LLC History No change 3,904 399 0.05% 0.05% 726 0 0.0% Q2 2026 Jul 23, 2026
CORE WEALTH ADVISORS, LLC History No change 3,906 399 0.29% 0.29% 728 0 0.0% Q2 2026 Aug 04, 2026
Sowell Financial Services LLC History No change 3,884 397 0.01% 0.01% 729 0 0.0% Q2 2026 Jul 17, 2026
Spire Wealth Management History No change 3,881 397 0.01% 0.01% 730 0 0.0% Q2 2026 Jul 15, 2026
BridgePort Financial Solutions, LLC History No change 3,835 392 0.1% 0.1% 731 0 0.0% Q2 2026 Jul 24, 2026
Hudson Value Partners, LLC History No change 3,800 388 0.1% 0.1% 732 0 0.0% Q2 2026 Jul 10, 2026
Curated Wealth Partners LLC History No change 3,772 385 0.04% 0.04% 733 0 0.0% Q2 2026 Aug 14, 2026
LANE BROTHERS & CO INC History No change 3,759 384 0.25% 0.25% 734 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,763 384 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 17, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 3,743 382 0.03% 0.03% 736 0 0.0% Q2 2026 Aug 05, 2026
Inspire Advisors, LLC History No change 3,717 380 0.03% 0.03% 737 0 0.0% Q2 2026 Aug 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 3,712 379 0.05% 0.05% 738 0 0.0% Q2 2026 Jul 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,659 374 0.02% 0.02% 739 0 0.0% Q2 2026 Aug 06, 2026
Berger Financial Group, Inc History No change 3,662 374 0.02% 0.02% 740 0 0.0% Q2 2026 Aug 04, 2026
Triad Wealth Partners, LLC History No change 4,043 374 0.02% 0.02% 741 0 0.0% Q2 2026 Aug 10, 2026
Americana Partners, LLC History No change 3,650 373 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 05, 2026
Rathbones Group PLC History No change 3,616 369 0.0% 0.0% 743 0 0.0% Q2 2026 Jul 23, 2026
Redwood Investment Management, LLC History No change 3,599 368 0.04% 0.04% 744 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 3,690 368 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Advisors, LLC History No change 3,566 364 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 06, 2026
Legacy Wealth Managment, LLC/ID History No change 3,539 362 0.15% 0.15% 747 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Services History No change 3,529 361 0.09% 0.09% 748 0 0.0% Q2 2026 Aug 05, 2026
Root Financial Partners, LLC History No change 3,529 361 0.01% 0.01% 749 0 0.0% Q2 2026 Jul 29, 2026
Battery Global Advisors, LLC History No change 3,504 358 0.18% 0.18% 750 0 0.0% Q2 2026 Aug 12, 2026
Quotient Wealth Partners, LLC History No change 3,507 358 0.01% 0.01% 751 0 0.0% Q2 2026 Aug 03, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 3,496 357 0.04% 0.04% 752 0 0.0% Q2 2026 Jul 07, 2026
Accel Wealth Management History No change 3,492 357 0.08% 0.08% 753 0 0.0% Q2 2026 Jul 10, 2026
Cyndeo Wealth Partners, LLC History No change 3,496 357 0.02% 0.02% 754 0 0.0% Q2 2026 Jul 21, 2026
Koss-Olinger Consulting, LLC History No change 3,464 354 0.03% 0.03% 755 0 0.0% Q2 2026 Aug 10, 2026
Investment Research Partners LLC History No change 3,425 350 0.12% 0.12% 756 0 0.0% Q2 2026 Aug 04, 2026
CAPITAL ADVISORS INC/OK History No change 3,414 349 0.01% 0.01% 757 0 0.0% Q2 2026 Jul 22, 2026
JFS WEALTH ADVISORS, LLC History No change 3,398 347 0.02% 0.02% 758 0 0.0% Q2 2026 Jul 10, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 3,382 345 0.02% 0.02% 759 0 0.0% Q2 2026 Jul 28, 2026
Lavaca Capital LLC History No change 3,365 344 0.03% 0.03% 760 0 0.0% Q2 2026 Aug 14, 2026
WNY Asset Management, LLC History No change 3,361 343 0.03% 0.03% 761 0 0.0% Q2 2026 Aug 17, 2026
Prudent Man Investment Management, Inc. History No change 4,729 343 0.12% 0.12% 762 0 0.0% Q2 2026 Jul 28, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 3,337 341 0.02% 0.02% 763 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 3,318 339 0.01% 0.01% 764 0 0.0% Q2 2026 Aug 12, 2026
Narus Financial Partners, LLC History No change 3,321 339 0.09% 0.09% 765 0 0.0% Q2 2026 Jul 31, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 3,305 338 0.03% 0.03% 766 0 0.0% Q2 2026 Jul 28, 2026
Arizona PSPRS Trust History No change 3,300 337 0.01% 0.01% 767 0 0.0% Q2 2026 Aug 03, 2026
HM PAYSON & CO History No change 3,287 336 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 17, 2026
LANARK FINANCIAL, INC. History No change 3,243 331 0.02% 0.02% 769 0 0.0% Q2 2026 Jul 21, 2026
Moors & Cabot, Inc. History No change 3,228 330 0.01% 0.01% 770 0 0.0% Q2 2026 Aug 10, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 3,211 328 0.13% 0.13% 771 0 0.0% Q2 2026 Jul 28, 2026
Mills Wealth Advisors LLC History No change 3,204 327 0.1% 0.1% 772 0 0.0% Q2 2026 Jul 07, 2026
Symphony Financial, Ltd. Co. History No change 3,235 325 0.04% 0.04% 773 0 0.0% Q2 2026 Aug 03, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 3,154 322 0.19% 0.19% 774 0 0.0% Q2 2026 Jul 28, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 3,143 321 0.05% 0.05% 775 0 0.0% Q2 2026 Aug 10, 2026
Unify Financial Advisors History No change 3,141 321 0.3% 0.3% 776 0 0.0% Q2 2026 Jul 21, 2026
Osprey Private Wealth LLC History No change 3,125 319 0.08% 0.08% 777 0 0.0% Q2 2026 Aug 03, 2026
apricus wealth, LLC History No change 3,080 315 0.15% 0.15% 778 0 0.0% Q2 2026 Jul 22, 2026
READYSTATE ASSET MANAGEMENT LP History No change 3,067 313 0.01% 0.01% 779 0 0.0% Q2 2026 Aug 14, 2026
LWM ADVISORS INC History No change 3,141 311 0.23% 0.24% 780 0 0.0% Q3 2026 Oct 08, 2026
Mesirow Financial Investment Management, Inc. History No change 3,025 309 0.0% 0.0% 781 0 0.0% Q2 2026 Jul 22, 2026
HSBC HOLDINGS PLC History No change 3,005 307 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 14, 2026
RMR Wealth Builders History No change 3,006 307 0.02% 0.02% 783 0 0.0% Q2 2026 Jul 24, 2026
Tenon Financial LLC History No change 3,007 307 0.1% 0.1% 784 0 0.0% Q2 2026 Jul 24, 2026
49 WEALTH MANAGEMENT, LLC History No change 3,004 307 0.06% 0.06% 785 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 3,004 307 0.06% 0.06% 786 0 0.0% Q2 2026 Aug 14, 2026
PUREfi Wealth, LLC History No change 3,000 306 0.17% 0.17% 787 0 0.0% Q2 2026 Jul 27, 2026
Redwood Financial Network Corp History No change 2,975 304 0.17% 0.17% 788 0 0.0% Q2 2026 Aug 07, 2026
Tyche Wealth Partners LLC History No change 2,944 301 0.04% 0.04% 789 0 0.0% Q2 2026 Aug 06, 2026
TPG Advisors LLC History No change 2,944 301 0.17% 0.17% 790 0 0.0% Q2 2026 Jul 29, 2026
Opus Financial Solutions LLC History No change 2,929 299 0.24% 0.24% 791 0 0.0% Q2 2026 Jul 24, 2026
D'Orazio & Associates, Inc. History No change 2,917 298 0.03% 0.03% 792 0 0.0% Q2 2026 Jul 28, 2026
Signal Advisors Wealth, LLC History No change 2,902 296 0.01% 0.01% 793 0 0.0% Q2 2026 Aug 04, 2026
INVESTED ADVISORS History No change 2,892 295 0.26% 0.26% 794 0 0.0% Q2 2026 Aug 04, 2026
Rothschild Wealth LLC History No change 2,848 291 0.02% 0.02% 795 0 0.0% Q2 2026 Aug 11, 2026
Vertrix Wealth Management, LLC History No change 2,845 291 0.1% 0.1% 796 0 0.0% Q2 2026 Jul 09, 2026
Goldstein Advisors, LLC History No change 2,827 289 0.03% 0.03% 797 0 0.0% Q2 2026 Jul 20, 2026
Redhawk Wealth Advisors, Inc. History No change 2,811 287 0.03% 0.03% 798 0 0.0% Q2 2026 Jul 09, 2026
Forum Finance Group S.A. History No change 3,450 285 0.1% 0.1% 799 0 0.0% Q2 2026 Aug 14, 2026
INTRUST BANK NA History No change 2,776 283 0.02% 0.02% 800 0 0.0% Q2 2026 Aug 05, 2026
STAPP WEALTH MANAGEMENT, PLLC History No change 2,774 283 0.37% 0.37% 801 0 0.0% Q2 2026 Jul 21, 2026
MONECO ADVISORS, LLC History No change 2,759 282 0.02% 0.02% 802 0 0.0% Q2 2026 Aug 11, 2026
WEALTHGARDEN F.S. LLC History No change 2,725 278 0.16% 0.16% 803 0 0.0% Q2 2026 Jul 31, 2026
Factor Wealth Management LTD History No change 2,805 277 0.04% 0.04% 804 0 0.0% Q3 2026 Oct 08, 2026
DBK Financial Counsel, LLC History No change 2,698 276 0.23% 0.23% 805 0 0.0% Q2 2026 Jul 21, 2026
DEUTSCHE BANK AG\ History No change 2,656 271 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 07, 2026
Manchester Capital Management LLC History No change 2,635 269 0.04% 0.04% 807 0 0.0% Q2 2026 Aug 13, 2026
Mainstream Capital Management LLC History No change 2,611 267 0.16% 0.16% 808 0 0.0% Q2 2026 Jul 15, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 3,225 265 0.06% 0.06% 809 0 0.0% Q2 2026 Aug 14, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 2,582 264 0.08% 0.08% 810 0 0.0% Q2 2026 Jul 28, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 2,570 262 0.02% 0.02% 811 0 0.0% Q2 2026 Jul 14, 2026
Dala Group, LLC History No change 2,565 262 0.22% 0.22% 812 0 0.0% Q2 2026 Aug 10, 2026
EFG International AG History No change 2,550 260 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 2,531 258 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 17, 2026
SVB WEALTH LLC History No change 2,503 256 0.02% 0.02% 815 0 0.0% Q2 2026 Jul 17, 2026
Galvin, Gaustad & Stein, LLC History Reduced 2,578 255 0.02% 0.02% 817 -14 -0.54% Q3 2026 Oct 08, 2026
Aureus Asset Management, LLC History No change 2,500 255 0.02% 0.02% 816 0 0.0% Q2 2026 Aug 14, 2026
Cove Private Wealth, LLC History No change 2,500 255 0.05% 0.05% 818 0 0.0% Q2 2026 Jul 31, 2026
Berman McAleer LLC History No change 2,493 255 0.03% 0.03% 819 0 0.0% Q2 2026 Jul 16, 2026
INSIGHT 2811, INC. History No change 2,439 249 0.1% 0.1% 820 0 0.0% Q2 2026 Aug 11, 2026
BLB&B Advisors, LLC History No change 2,429 248 0.01% 0.01% 821 0 0.0% Q2 2026 Aug 05, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 2,427 248 0.04% 0.04% 822 0 0.0% Q2 2026 Aug 13, 2026
Soltis Investment Advisors LLC History No change 2,416 247 0.01% 0.01% 823 0 0.0% Q2 2026 Jul 31, 2026
Elevated Financial Group LLC History No change 2,421 247 0.07% 0.07% 824 0 0.0% Q2 2026 Jul 22, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 2,419 246 0.03% 0.03% 825 0 0.0% Q2 2026 Aug 10, 2026
Keener Financial Planning LLC History No change 2,407 246 0.09% 0.09% 826 0 0.0% Q2 2026 Jul 31, 2026
GREENLEAF TRUST History No change 2,402 245 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 21, 2026
Nuveen, LLC History No change 2,392 244 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 2,390 244 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 13, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 2,387 244 0.13% 0.13% 830 0 0.0% Q2 2026 Aug 07, 2026
Sharkey, Howes & Javer History No change 2,367 242 0.03% 0.03% 831 0 0.0% Q2 2026 Jul 09, 2026
Greenspring Advisors, LLC History No change 2,369 242 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 11, 2026
Rollins Financial Advisors, LLC History No change 2,365 241 0.03% 0.03% 833 0 0.0% Q2 2026 Aug 04, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 2,350 240 0.02% 0.02% 834 0 0.0% Q2 2026 Jul 14, 2026
Stokes Family Office, LLC History No change 2,350 240 0.03% 0.03% 835 0 0.0% Q2 2026 Aug 11, 2026
RS CRUM INC. History No change 2,334 238 0.04% 0.04% 836 0 0.0% Q2 2026 Aug 10, 2026
First Western Trust Bank History No change 2,332 238 0.01% 0.01% 837 0 0.0% Q2 2026 Jul 29, 2026
Mascagni Wealth Management, Inc. History No change 2,318 237 0.15% 0.15% 838 0 0.0% Q2 2026 Jul 31, 2026
Clarity Asset Management, Inc. History No change 2,313 236 0.12% 0.12% 839 0 0.0% Q2 2026 Jul 16, 2026
HOGE FINANCIAL SERVICES, LLC History No change 2,311 236 0.11% 0.11% 840 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIENT ADVISORS LLC History No change 2,300 235 0.03% 0.03% 841 0 0.0% Q2 2026 Aug 07, 2026
ZENITH SOLUTIONS, INC. History No change 2,301 235 0.21% 0.21% 842 0 0.0% Q2 2026 Aug 03, 2026
MATRIX ASSET ADVISORS INC/NY History No change 2,292 234 0.02% 0.02% 843 0 0.0% Q2 2026 Jul 15, 2026
Avion Wealth History No change 2,270 232 0.04% 0.04% 844 0 0.0% Q2 2026 Jul 31, 2026
Capital Analysts, LLC History No change 2,256 231 0.01% 0.01% 845 0 0.0% Q2 2026 Aug 05, 2026
Orca Wealth Management, LLC History No change 2,267 231 0.14% 0.14% 846 0 0.0% Q2 2026 Jul 22, 2026
AIMZ Investment Advisors, LLC History No change 2,241 229 0.06% 0.06% 847 0 0.0% Q2 2026 Aug 13, 2026
BigSur Wealth Management LLC History No change 2,240 229 0.06% 0.06% 848 0 0.0% Q2 2026 Jul 14, 2026
Polaris Investment Advisors, LLC History No change 2,229 228 0.15% 0.15% 849 0 0.0% Q2 2026 Jul 09, 2026
Jefferies Financial Group Inc. History No change 2,216 226 0.0% 0.0% 850 0 0.0% Q2 2026 Aug 17, 2026
OLD NATIONAL BANCORP /IN/ History No change 2,187 223 0.0% 0.0% 851 0 0.0% Q2 2026 Jul 15, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 2,186 223 0.04% 0.04% 852 0 0.0% Q2 2026 Aug 06, 2026
Portland Global Advisors LLC History No change 2,175 222 0.02% 0.02% 853 0 0.0% Q2 2026 Aug 13, 2026
FIRST FINANCIAL BANKSHARES INC History No change 2,161 221 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 11, 2026
BSW Wealth Partners History No change 2,169 221 0.02% 0.02% 855 0 0.0% Q2 2026 Jul 15, 2026
Missouri Trust & Investment Co History No change 2,400 221 0.06% 0.06% 856 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 2,155 220 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 14, 2026
Provenance Wealth Advisors, LLC History No change 2,150 219 0.02% 0.02% 858 0 0.0% Q2 2026 Jul 24, 2026
Alpine Global Management, LLC History No change 2,134 218 0.04% 0.04% 859 0 0.0% Q2 2026 Aug 14, 2026
Brooklyn FI, LLC History No change 2,301 217 0.04% 0.04% 860 0 0.0% Q2 2026 Aug 04, 2026
NWAM LLC History No change 2,116 216 0.01% 0.01% 861 0 0.0% Q2 2026 Jul 23, 2026
GWN SECURITIES INC. History No change 2,091 213 0.04% 0.04% 862 0 0.0% Q2 2026 Aug 05, 2026
RDA Financial Network History No change 2,072 211 0.05% 0.05% 863 0 0.0% Q2 2026 Jul 06, 2026
Trademark Financial Management, LLC History No change 2,072 211 0.09% 0.09% 864 0 0.0% Q2 2026 Jul 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,053 210 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 12, 2026
Glenview Trust Co History No change 2,062 210 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 18, 2026
Balboa Wealth Partners History No change 2,054 210 0.03% 0.03% 867 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Financial Group, LLC History No change 2,049 209 0.07% 0.07% 868 0 0.0% Q3 2026 Oct 06, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 2,034 208 0.02% 0.02% 869 0 0.0% Q2 2026 Jul 10, 2026
TOWER BRIDGE ADVISORS History No change 2,025 207 0.02% 0.02% 870 0 0.0% Q2 2026 Aug 12, 2026
Emprise Bank History No change 2,092 207 0.08% 0.08% 871 0 0.0% Q3 2026 Oct 07, 2026
Delta Investment Management, LLC History No change 2,021 206 0.03% 0.03% 872 0 0.0% Q2 2026 Aug 13, 2026
Truepoint, Inc. History No change 2,013 205 0.0% 0.0% 873 0 0.0% Q2 2026 Jul 31, 2026
Sterneck Capital Management, LLC History No change 2,010 205 0.09% 0.09% 874 0 0.0% Q2 2026 Jul 30, 2026
New Harbor Financial Group, LLC History No change 2,005 205 0.03% 0.03% 875 0 0.0% Q2 2026 Jul 23, 2026
Argent Trust Co History No change 2,008 205 0.01% 0.01% 876 0 0.0% Q2 2026 Aug 06, 2026
StoneX Group Inc. History No change 1,998 204 0.01% 0.01% 877 0 0.0% Q2 2026 Aug 12, 2026
WealthShield Partners, LLC History No change 2,000 204 0.03% 0.03% 878 0 0.0% Q2 2026 Aug 12, 2026
Bank of New Hampshire History No change 2,055 203 0.04% 0.04% 879 0 0.0% Q3 2026 Oct 06, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 1,976 202 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 14, 2026
Chicago Capital, LLC History No change 1,983 202 0.0% 0.0% 881 0 0.0% Q2 2026 Jul 27, 2026
NORTHLAND SECURITIES, INC. History No change 1,965 201 0.12% 0.12% 882 0 0.0% Q2 2026 Aug 04, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 1,967 201 0.02% 0.02% 883 0 0.0% Q2 2026 Jul 16, 2026
UMB Bank, n.a. History No change 1,964 200 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 1,910 195 0.01% 0.01% 885 0 0.0% Q2 2026 Jul 24, 2026
TD Waterhouse Canada Inc. History No change 1,969 194 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 27, 2026
Sava Infond d.o.o. History No change 1,900 194 0.01% 0.01% 887 0 0.0% Q2 2026 Jul 16, 2026
FAS Wealth Partners, Inc. History No change 1,878 192 0.01% 0.01% 888 0 0.0% Q2 2026 Jul 29, 2026
Strategic Wealth Advisors LLC History No change 2,521 183 0.16% 0.16% 889 0 0.0% Q2 2026 Aug 07, 2026
LifeSteps Financial, Inc. History No change 1,760 180 0.08% 0.08% 890 0 0.0% Q2 2026 Jul 17, 2026
Swisher Financial Concepts, Inc. History No change 1,765 180 0.11% 0.11% 891 0 0.0% Q2 2026 Aug 06, 2026
CENTAURUS FINANCIAL, INC. History No change 1,677 172 0.01% 0.01% 892 0 0.0% Q2 2026 Aug 17, 2026
Central Pacific Bank - Trust Division History No change 1,731 171 0.02% 0.02% 893 0 0.0% Q3 2026 Oct 05, 2026
Transamerica Financial Advisors, LLC History No change 1,644 168 0.01% 0.01% 894 0 0.0% Q2 2026 Aug 14, 2026
Acropolis Investment Management, LLC History Added to 1,654 163 0.01% 0.01% 895 +11 0.67% Q3 2026 Oct 08, 2026
Ramirez Asset Management, Inc. History No change 1,598 163 0.02% 0.02% 896 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,592 162 0.0% 0.0% 897 0 0.0% Q2 2026 Aug 04, 2026
VESTOR CAPITAL, LLC History No change 403 160 0.01% 0.01% 898 0 0.0% Q2 2026 Jul 28, 2026
PROTECTIVE LIFE CORP History No change 1,559 159 1.14% 1.14% 899 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 1,545 158 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 10, 2026
Stone House Investment Management, LLC History No change 1,424 145 0.02% 0.02% 901 0 0.0% Q2 2026 Aug 05, 2026
Rossby Financial, LCC History No change 1,378 140 0.03% 0.03% 902 0 0.0% Q2 2026 Aug 04, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,359 139 0.03% 0.03% 903 0 0.0% Q2 2026 Aug 27, 2026
Realta Investment Advisors History No change 1,312 134 0.04% 0.04% 904 0 0.0% Q2 2026 Jul 20, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,301 133 0.0% 0.0% 905 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 1,294 132 0.0% 0.0% 906 0 0.0% Q2 2026 Aug 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 1,300 132 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 10, 2026
Turim 21 Investimentos Ltda. History No change 1,293 132 0.02% 0.02% 908 0 0.0% Q2 2026 Aug 10, 2026
John A. Wolfe & Associates, Inc. History No change 1,267 129 0.18% 0.18% 909 0 0.0% Q2 2026 Jul 29, 2026
Hurley Capital, LLC History No change 1,246 127 0.07% 0.07% 910 0 0.0% Q2 2026 Aug 10, 2026
SYM FINANCIAL Corp History No change 1,213 124 0.01% 0.01% 911 0 0.0% Q2 2026 Aug 04, 2026
Harbor Asset Planning, Inc. History No change 1,211 123 0.09% 0.09% 912 0 0.0% Q2 2026 Jul 22, 2026
BOKF, NA History No change 1,197 122 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 1,134 116 0.0% 0.0% 914 0 0.0% Q2 2026 Aug 14, 2026
Atlatl Advisers LLC History No change 1,135 116 0.03% 0.03% 915 0 0.0% Q2 2026 Jul 22, 2026
Godfrey Financial Associates, Inc. History No change 1,109 113 0.09% 0.09% 916 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,098 112 0.01% 0.01% 917 0 0.0% Q2 2026 Jul 07, 2026
Allworth Financial LP History No change 1,096 112 0.0% 0.0% 918 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History No change 1,093 111 0.0% 0.0% 919 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,078 110 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 13, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,073 109 0.03% 0.03% 921 0 0.0% Q2 2026 Jul 16, 2026
VANGUARD ADVISERS INC History No change 1,063 108 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,054 107 0.0% 0.0% 923 0 0.0% Q2 2026 Aug 10, 2026
Kings Path Partners LLC History No change 1,052 107 0.03% 0.03% 924 0 0.0% Q2 2026 Jul 14, 2026
Golden State Wealth Management, LLC History No change 1,036 106 0.01% 0.01% 925 0 0.0% Q2 2026 Jul 22, 2026
WOLFF WIESE MAGANA LLC History No change 991 101 0.05% 0.05% 926 0 0.0% Q2 2026 Jul 13, 2026
Synergy Investment Management, LLC History No change 919 93 0.02% 0.02% 927 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 885 90 0.0% 0.0% 928 0 0.0% Q2 2026 Jul 23, 2026
Game Plan Financial Advisors, LLC History No change 793 81 0.03% 0.03% 929 0 0.0% Q2 2026 Aug 07, 2026
Arlington Trust Co LLC History No change 744 76 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 07, 2026
ALBION FINANCIAL GROUP /UT History No change 735 75 0.0% 0.0% 931 0 0.0% Q2 2026 Jul 22, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 736 75 0.0% 0.0% 932 0 0.0% Q2 2026 Jul 21, 2026
Financial Perspectives, Inc History No change 734 75 0.02% 0.02% 933 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 702 71 0.01% 0.01% 934 0 0.0% Q2 2026 Aug 11, 2026
Rice Partnership, LLC History No change 683 69 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 29, 2026
Rosenberg Matthew Hamilton History Reduced 686 67 0.01% 0.01% 936 -12 -1.72% Q3 2026 Oct 05, 2026
Vision Retirement, LLC History No change 624 63 0.02% 0.02% 937 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 591 60 0.01% 0.01% 938 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 583 59 0.01% 0.01% 939 0 0.0% Q2 2026 Jul 23, 2026
Fourth Dimension Wealth, LLC History No change 585 59 0.02% 0.02% 940 0 0.0% Q2 2026 Jul 31, 2026
Aventura Private Wealth, LLC History No change 564 57 0.02% 0.02% 941 0 0.0% Q2 2026 Jul 15, 2026
Geneos Wealth Management Inc. History No change 538 55 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 06, 2026
GS Investments, Inc. History No change 525 53 0.04% 0.04% 943 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 526 53 0.01% 0.01% 944 0 0.0% Q2 2026 Jul 10, 2026
Cherry Tree Wealth Management, LLC History No change 524 53 0.01% 0.01% 945 0 0.0% Q2 2026 Sep 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 505 51 0.0% 0.0% 946 0 0.0% Q2 2026 Jul 28, 2026
MeadowBrook Investment Advisors LLC History No change 506 51 0.04% 0.04% 947 0 0.0% Q2 2026 Jul 20, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 473 48 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 03, 2026
Plante Moran Financial Advisors, LLC History No change 446 45 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 421 43 0.0% 0.0% 950 0 0.0% Q2 2026 Jul 31, 2026
Grove Bank & Trust History No change 430 42 0.0% 0.0% 951 0 0.0% Q3 2026 Oct 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 413 42 0.01% 0.01% 952 0 0.0% Q2 2026 Jul 17, 2026
Front Row Advisors LLC History No change 414 39 0.01% 0.01% 953 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON-ALTUS USA INC. History No change 489 38 0.03% 0.03% 954 0 0.0% Q2 2026 Sep 17, 2026
First Bancorp, Inc /ME/ History No change 365 37 0.01% 0.01% 955 0 0.0% Q2 2026 Aug 11, 2026
Trust Co History No change 370 36 0.0% 0.0% 956 0 0.0% Q3 2026 Oct 09, 2026
Clark Wealth Partners History No change 360 36 0.02% 0.02% 957 0 0.0% Q2 2026 Jul 28, 2026
PlanVest Financial, Inc History No change 342 34 0.02% 0.02% 958 0 0.0% Q2 2026 Aug 10, 2026
Smithfield Trust Co History No change 314 32 0.0% 0.0% 959 0 0.0% Q2 2026 Aug 05, 2026
Bell Investment Advisors, Inc History No change 322 32 0.0% 0.0% 960 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisor Network LLC History No change 304 31 0.04% 0.04% 961 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 300 30 0.0% 0.0% 962 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 291 29 0.01% 0.01% 963 0 0.0% Q2 2026 Jul 23, 2026
Rialto Wealth Management, LLC History No change 275 28 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 250 25 0.0% 0.0% 965 0 0.0% Q2 2026 Aug 13, 2026
Sankala Group LLC History No change 268 25 0.02% 0.02% 966 0 0.0% Q2 2026 Aug 18, 2026
GoalVest Advisory LLC History New 246 24 0.0% — 967 +246 New Q3 2026 Oct 02, 2026
Accordant Advisory Group Inc History No change 216 22 0.01% 0.01% 968 0 0.0% Q2 2026 Jul 27, 2026
Nova Wealth Management, Inc. History No change 217 22 0.01% 0.01% 969 0 0.0% Q2 2026 Jul 13, 2026
PROFFITT & GOODSON INC History No change 197 20 0.0% 0.0% 970 0 0.0% Q2 2026 Jul 22, 2026
SOFI WEALTH, LLC History No change 196 20 0.0% 0.0% 971 0 0.0% Q2 2026 Aug 10, 2026
GK Wealth Management LLC History New 196 19 0.01% — 972 +196 New Q3 2026 Oct 09, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 172 18 0.0% 0.0% 973 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History No change 176 18 0.0% 0.0% 974 0 0.0% Q2 2026 Jul 27, 2026
TIAA Wealth Investment Management LLC History No change 184 18 0.0% 0.0% 975 0 0.0% Q2 2026 Aug 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 179 17 0.0% 0.0% 976 0 0.0% Q2 2026 Jul 22, 2026
Founders Financial Alliance, LLC History No change 159 16 0.0% 0.0% 977 0 0.0% Q2 2026 Aug 04, 2026
Continuum Advisory, LLC History No change 162 16 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 06, 2026
Triumph Capital Management History No change 147 15 0.0% 0.0% 979 0 0.0% Q2 2026 Jul 20, 2026
Covestor Ltd History No change 133 14 0.01% 0.01% 980 0 0.0% Q2 2026 Aug 07, 2026
Reyes Financial Architecture, Inc. History No change 137 14 0.01% 0.01% 981 0 0.0% Q2 2026 Jul 16, 2026
Bangor Savings Bank History Reduced 132 13 0.0% 0.0% 982 -108 -45.0% Q3 2026 Oct 06, 2026
TD Capital Management LLC History No change 130 13 0.0% 0.0% 983 0 0.0% Q2 2026 Aug 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 124 12 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History No change 128 12 0.0% 0.0% 985 0 0.0% Q3 2026 Oct 08, 2026
TOMPKINS FINANCIAL CORP History No change 112 11 0.0% 0.0% 986 0 0.0% Q3 2026 Oct 05, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 117 11 0.01% 0.01% 987 0 0.0% Q2 2026 Aug 04, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 103 11 0.01% 0.01% 988 0 0.0% Q2 2026 Aug 18, 2026
Cornerstone Planning Group LLC History No change 126 11 0.0% 0.0% 989 0 0.0% Q2 2026 Jul 29, 2026
NorthAvenue LLC History No change 115 11 0.01% 0.01% 990 0 0.0% Q2 2026 Jul 21, 2026
Balentine LLC History No change 103 10 0.0% 0.0% 991 0 0.0% Q2 2026 Aug 06, 2026
1620 INVESTMENT ADVISORS, INC. History No change 100 10 0.01% 0.01% 992 0 0.0% Q2 2026 Jul 14, 2026
Birchwood Financial Partners, Inc. History No change 103 10 0.01% 0.01% 993 0 0.0% Q2 2026 Aug 06, 2026
CKW FINANCIAL GROUP History No change 87 9 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 24, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 90 9 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 97 9 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 30, 2026
Winch Advisory Services, LLC History No change 88 8 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 06, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 74 7 0.0% — 1001 +74 New Q3 2026 Oct 07, 2026
Operose Advisors LLC History No change 71 7 0.0% 0.0% 998 0 0.0% Q2 2026 Aug 13, 2026
Leo H. Evart, Inc. History No change 75 7 0.01% 0.01% 999 0 0.0% Q2 2026 Aug 17, 2026
Highland Investment Advisors LLC History No change 74 7 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 68 6 0.0% 0.0% 1002 0 0.0% Q2 2026 Jul 28, 2026
Financial Gravity Companies, Inc. History No change 60 6 0.0% 0.0% 1003 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 65 6 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 20, 2026
DecisionPoint Financial, LLC History No change 69 6 0.0% 0.0% 1005 0 0.0% Q2 2026 Aug 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 68 6 0.0% 0.0% 1006 0 0.0% Q3 2026 Oct 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 58 5 0.0% 0.0% 1007 0 0.0% Q2 2026 Jul 16, 2026
Kingdom Financial Group LLC. History No change 51 5 0.0% 0.0% 1008 0 0.0% Q2 2026 Aug 07, 2026
Lummis Asset Management, LP History No change 49 5 0.0% 0.0% 1009 0 0.0% Q2 2026 Aug 03, 2026
First Command Advisory Services, Inc. History No change 44 4 0.0% 0.0% 1010 0 0.0% Q2 2026 Aug 10, 2026
Raleigh Capital Management Inc. History No change 40 4 0.0% 0.0% 1011 0 0.0% Q2 2026 Jul 21, 2026
Mosley Wealth Management History No change 48 4 0.0% 0.0% 1012 0 0.0% Q2 2026 Jul 23, 2026
Gen-Wealth Partners Inc History No change 48 4 0.0% 0.0% 1013 0 0.0% Q2 2026 Aug 10, 2026
Ankerstar Wealth, LLC History No change 46 4 0.0% 0.0% 1014 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 44 4 0.0% 0.0% 1015 0 0.0% Q2 2026 Aug 14, 2026
ALERUS FINANCIAL NA History No change 30 3 0.0% 0.0% 1016 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 32 3 0.0% 0.0% 1017 0 0.0% Q2 2026 Aug 03, 2026
DHJJ Financial Advisors, Ltd. History No change 37 3 0.0% 0.0% 1018 0 0.0% Q2 2026 Jul 24, 2026
Commonwealth Retirement Investments LLC History No change 36 3 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 03, 2026
Gladwyn Financial Advisors, Inc. History No change 38 3 0.0% 0.0% 1020 0 0.0% Q3 2026 Oct 05, 2026
Silver Grove Financial Group, Inc. History No change 33 3 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 13, 2026
WEST PACES ADVISORS INC. History No change 27 2 0.0% 0.0% 1022 0 0.0% Q2 2026 Jul 17, 2026
Park Place Capital Corp History No change 19 1 0.0% 0.0% 1023 0 0.0% Q2 2026 Aug 13, 2026
Tidemark, LLC History No change 15 1 0.0% 0.0% 1024 0 0.0% Q2 2026 Aug 10, 2026
Hilton Head Capital Partners, LLC History No change 15 1 0.0% 0.0% 1025 0 0.0% Q2 2026 Jul 27, 2026
Go Invest LLC History Closed out 0 0 — 0.01% — -341 -100.0% Q3 2026 Oct 08, 2026
GHP Investment Advisors, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Wealth Planning Services, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
EPG Wealth Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Caitlin John, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 17, 2026