iSHARES TRUST - ESGD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 9,455,930 972,164 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 7,773,616 796,640 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 12, 2026
Empower Advisory Group, LLC History No change 5,431,650 558,427 1.33% 1.33% 3 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 5,064,070 520,637 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 4,873,244 501,018 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 4,581,349 471,008 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 3,972,639 408,427 0.69% 0.69% 7 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 2,950,589 302,376 2.02% 2.02% 8 0 0.0% Q2 2026 Aug 10, 2026
Acorns Advisers, LLC History No change 1,642,193 168,834 1.1% 1.1% 9 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,563,789 160,773 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,533,371 157,645 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,484,182 152,588 0.19% 0.19% 12 0 0.0% Q2 2026 Aug 19, 2026
US BANCORP \DE\ History No change 1,287,442 132,361 0.14% 0.14% 13 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 1,283,855 131,993 0.25% 0.25% 14 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,274,392 131,020 0.07% 0.07% 15 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,221,505 125,582 0.03% 0.03% 16 0 0.0% Q2 2026 Sep 23, 2026
GOLDMAN SACHS GROUP INC History No change 1,216,570 125,075 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,115,547 114,689 0.39% 0.39% 18 0 0.0% Q2 2026 Aug 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 1,058,614 108,836 1.3% 1.3% 19 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 975,966 100,339 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 973,616 100,069 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 945,480 97,204 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 07, 2026
SPINNAKER TRUST History No change 907,376 93,287 4.53% 4.53% 23 0 0.0% Q2 2026 Aug 03, 2026
BlackRock, Inc. History No change 870,465 89,492 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 846,705 87,049 0.11% 0.11% 25 0 0.0% Q2 2026 Jul 29, 2026
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje History No change 775,300 79,708 15.4% 15.4% 26 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 656,526 67,497 0.26% 0.26% 27 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY TRUST CO History No change 632,314 65,008 0.71% 0.71% 28 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 615,682 63,298 0.1% 0.1% 29 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 597,951 61,475 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 557,789 57,346 0.17% 0.17% 31 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 514,835 52,930 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 509,934 52,427 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 492,111 50,593 0.62% 0.62% 34 0 0.0% Q2 2026 Jul 20, 2026
ALLIANCEBERNSTEIN L.P. History No change 523,178 50,026 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
Olde Wealth Management, LLC History No change 434,001 44,619 12.65% 12.65% 36 0 0.0% Q2 2026 Aug 13, 2026
IMPACTfolio, LLC History No change 430,343 44,243 16.66% 16.66% 37 0 0.0% Q2 2026 Jul 22, 2026
SEI INVESTMENTS CO History No change 375,979 38,654 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 375,356 38,590 0.18% 0.18% 39 0 0.0% Q2 2026 Aug 18, 2026
D.A. DAVIDSON & CO. History No change 356,409 36,642 0.2% 0.2% 40 0 0.0% Q2 2026 Jul 24, 2026
Bond & Devick Financial Network, Inc. History No change 346,929 35,667 8.78% 8.78% 41 0 0.0% Q2 2026 Jul 16, 2026
Mariner, LLC History No change 314,863 32,370 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 13, 2026
High Note Wealth, LLC History No change 313,173 32,197 5.49% 5.49% 43 0 0.0% Q2 2026 Jul 23, 2026
Composition Wealth, LLC History No change 310,104 31,881 0.37% 0.37% 44 0 0.0% Q2 2026 Jul 22, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 304,935 31,347 0.05% 0.05% 45 0 0.0% Q2 2026 Aug 14, 2026
Ally Invest Advisors Inc. History No change 297,816 30,618 1.85% 1.85% 46 0 0.0% Q2 2026 Aug 13, 2026
AlTi Global, Inc. History No change 289,260 29,738 0.61% 0.61% 47 0 0.0% Q2 2026 Aug 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 282,212 29,014 0.42% 0.42% 48 0 0.0% Q2 2026 Jul 14, 2026
EASTERN BANK History Reduced 276,229 28,465 0.43% 0.44% 49 -4,260 -1.52% Q3 2026 Oct 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 269,484 27,364 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 261,607 26,722 0.04% 0.04% 51 0 0.0% Q2 2026 Jul 15, 2026
RAYMOND JAMES FINANCIAL INC History No change 257,039 26,426 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 251,429 25,849 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 249,137 25,613 0.08% 0.08% 54 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 241,378 24,816 0.22% 0.22% 55 0 0.0% Q2 2026 Jul 27, 2026
Ellevest, Inc. History No change 519,661 24,291 2.86% 2.86% 56 0 0.0% Q2 2026 Aug 10, 2026
Stanich Group LLC History No change 232,994 23,953 15.08% 15.08% 57 0 0.0% Q2 2026 Jul 16, 2026
Bank of New York Mellon Corp History No change 226,326 23,268 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History No change 225,764 23,210 0.06% 0.06% 59 0 0.0% Q2 2026 Aug 11, 2026
Odyssey Group, LLC History No change 220,180 22,636 6.13% 6.13% 60 0 0.0% Q2 2026 Aug 14, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 203,791 20,951 0.76% 0.76% 61 0 0.0% Q2 2026 Jul 13, 2026
Steward Partners Investment Advisory, LLC History No change 195,241 20,072 0.1% 0.1% 62 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 191,817 19,720 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 12, 2026
FinArc Investments, Inc. History No change 186,142 19,137 17.35% 17.35% 64 0 0.0% Q2 2026 Aug 13, 2026
Windsor Capital Management, LLC History No change 177,687 18,268 4.75% 4.75% 65 0 0.0% Q2 2026 Jul 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 172,727 17,758 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 172,080 17,692 0.04% 0.04% 67 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 171,088 17,589 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 12, 2026
Financial Engines Advisors L.L.C. History No change 163,989 16,859 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 156,526 16,092 0.25% 0.25% 70 0 0.0% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History No change 153,209 15,751 0.07% 0.07% 71 0 0.0% Q2 2026 Jul 27, 2026
Modera Wealth Management, LLC History No change 146,928 15,105 0.16% 0.16% 72 0 0.0% Q2 2026 Aug 03, 2026
Atomic Invest LLC History No change 137,081 14,044 1.23% 1.23% 73 0 0.0% Q2 2026 Sep 25, 2026
Shira Ridge Wealth Management History No change 135,088 13,888 4.85% 4.85% 74 0 0.0% Q2 2026 Jul 09, 2026
Sand Hill Global Advisors, LLC History No change 132,543 13,626 0.41% 0.41% 75 0 0.0% Q2 2026 Aug 11, 2026
Wealth Architects, LLC History No change 132,123 13,583 1.07% 1.07% 76 0 0.0% Q2 2026 Jul 23, 2026
CITADEL ADVISORS LLC History No change 126,104 12,964 0.0% 0.0% 77 0 0.0% Q2 2026 Sep 02, 2026
Alesco Advisors, LLC, An ESL Co History No change 123,195 12,665 0.29% 0.29% 78 0 0.0% Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History No change 118,838 12,217 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
Fund Evaluation Group, LLC History No change 116,875 12,015 0.32% 0.32% 80 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 115,954 11,921 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 12, 2026
Roof Eidam Maycock Peralta, LLC History No change 113,018 11,619 2.29% 2.29% 82 0 0.0% Q2 2026 Jul 24, 2026
TRUIST FINANCIAL CORP History No change 111,208 11,433 0.01% 0.01% 83 0 0.0% Q2 2026 Jul 28, 2026
Impact Investors, Inc History No change 110,574 11,368 8.31% 8.31% 84 0 0.0% Q2 2026 Jul 31, 2026
Mirae Asset Global Investments Co., Ltd. History No change 109,170 11,223 0.02% 0.02% 85 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Advisors, LLC History No change 106,479 10,947 0.1% 0.1% 86 0 0.0% Q2 2026 Aug 06, 2026
Wealthspire Advisors, LLC History No change 105,989 10,896 0.06% 0.06% 87 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 104,788 10,773 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 04, 2026
Forefront Analytics, LLC History No change 104,247 10,717 11.65% 11.65% 89 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 104,183 10,711 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 102,299 10,517 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 12, 2026
Advisory Services Network, LLC History No change 99,054 10,183 0.12% 0.12% 92 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 98,140 10,089 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 96,757 9,947 0.06% 0.06% 94 0 0.0% Q2 2026 Jul 29, 2026
Robertson Stephens Wealth Management, LLC History No change 95,969 9,866 0.24% 0.24% 95 0 0.0% Q2 2026 Jul 29, 2026
Orgel Wealth Management, LLC History No change 90,566 9,311 0.18% 0.18% 96 0 0.0% Q2 2026 Jul 13, 2026
Laurel Wealth Planning LLC History No change 89,199 9,170 4.06% 4.06% 97 0 0.0% Q2 2026 Jul 30, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 84,064 8,642 1.09% 1.09% 98 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History No change 79,580 8,181 0.06% 0.06% 99 0 0.0% Q2 2026 Jul 17, 2026
Apella Capital, LLC History No change 78,962 8,137 0.11% 0.11% 100 0 0.0% Q2 2026 Jul 08, 2026
Mascoma Wealth Management LLC History No change 78,697 8,090 1.5% 1.5% 101 0 0.0% Q2 2026 Jul 24, 2026
Envestnet Portfolio Solutions, Inc. History No change 76,512 7,866 0.04% 0.04% 102 0 0.0% Q2 2026 Sep 23, 2026
OSAIC HOLDINGS, INC. History No change 76,196 7,836 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 14, 2026
Xena Financial Planning, LLC History No change 75,138 7,724 7.41% 7.41% 104 0 0.0% Q2 2026 Jul 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 74,537 7,663 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 74,525 7,661 0.58% 0.58% 106 0 0.0% Q2 2026 Jul 23, 2026
OLD MISSION CAPITAL LLC History No change 73,016 7,506 0.12% 0.12% 107 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 77,721 7,431 0.21% 0.21% 108 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 71,523 7,353 0.05% 0.05% 109 0 0.0% Q2 2026 Jul 20, 2026
Facet Wealth, Inc. History No change 70,247 7,222 0.1% 0.1% 110 0 0.0% Q2 2026 Jul 27, 2026
Relyea Zuckerberg Hanson LLC History No change 68,476 7,039 0.59% 0.59% 111 0 0.0% Q2 2026 Jul 16, 2026
Centennial Bank/AR/ History No change 67,925 6,983 2.25% 2.25% 112 0 0.0% Q2 2026 Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 66,989 6,887 0.05% 0.05% 113 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 66,604 6,847 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 27, 2026
Kestra Advisory Services, LLC History No change 63,656 6,544 0.02% 0.02% 115 0 0.0% Q2 2026 Jul 28, 2026
Quent Capital, LLC History No change 63,623 6,541 0.4% 0.4% 116 0 0.0% Q2 2026 Aug 07, 2026
NorthRock Partners, LLC History No change 63,343 6,512 0.09% 0.09% 117 0 0.0% Q2 2026 Aug 11, 2026
Accredited Investors Inc. History No change 63,199 6,497 0.28% 0.28% 118 0 0.0% Q2 2026 Jul 21, 2026
Focus Partners Wealth History No change 63,116 6,488 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 12, 2026
WRAPMANAGER INC History No change 61,081 6,279 1.96% 1.96% 120 0 0.0% Q2 2026 Aug 05, 2026
Fisher Asset Management, LLC History No change 60,293 6,198 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 04, 2026
CENTRAL TRUST Co History No change 59,911 6,159 0.11% 0.11% 122 0 0.0% Q2 2026 Jul 31, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 59,699 6,137 0.06% 0.06% 123 0 0.0% Q2 2026 Aug 03, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 57,267 5,887 0.08% 0.08% 124 0 0.0% Q2 2026 Jul 15, 2026
RVW Wealth, LLC History Reduced 56,799 5,853 0.38% 0.39% 125 -647 -1.13% Q3 2026 Oct 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 56,017 5,759 0.07% 0.07% 126 0 0.0% Q2 2026 Aug 07, 2026
BSW Wealth Partners History No change 55,813 5,738 0.64% 0.64% 127 0 0.0% Q2 2026 Jul 15, 2026
Cresset Asset Management, LLC History No change 51,867 5,332 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 50,941 5,238 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 10, 2026
TRUE BLUE FINANCIAL, LLC History No change 50,024 5,142 2.17% 2.17% 130 0 0.0% Q2 2026 Jul 17, 2026
Garde Capital, Inc. History No change 49,875 5,127 0.23% 0.23% 131 0 0.0% Q2 2026 Jul 31, 2026
Decker Retirement Planning Inc. History No change 47,245 4,857 1.65% 1.65% 132 0 0.0% Q2 2026 Jul 16, 2026
&PARTNERS History No change 47,019 4,834 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 46,023 4,731 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
Pitcairn Wealth Advisors LLC History No change 45,419 4,669 0.51% 0.51% 135 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 44,378 4,562 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
Blue Sky Capital Consultants Group, Inc. History No change 44,311 4,555 1.95% 1.95% 137 0 0.0% Q2 2026 Aug 04, 2026
Heritage Wealth Advisors History No change 44,198 4,544 0.16% 0.16% 138 0 0.0% Q2 2026 Aug 14, 2026
Blue Edge Capital, LLC History No change 44,064 4,530 0.54% 0.54% 139 0 0.0% Q2 2026 Aug 14, 2026
Balanced Rock Investment Advisors LLC History No change 43,951 4,518 2.82% 2.82% 140 0 0.0% Q2 2026 Aug 14, 2026
Veridan Wealth LLC History No change 43,954 4,518 1.54% 1.54% 141 0 0.0% Q2 2026 Aug 10, 2026
Midwest Financial Partners Investments, Inc. History No change 43,255 4,447 1.85% 1.85% 142 0 0.0% Q2 2026 Jul 15, 2026
Legacy Edge Advisors, LLC History No change 42,628 4,382 0.4% 0.4% 143 0 0.0% Q2 2026 Aug 11, 2026
Pine Haven Investment Counsel, Inc History No change 40,132 4,125 2.77% 2.77% 144 0 0.0% Q2 2026 Jul 08, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 40,118 4,124 1.94% 1.94% 145 0 0.0% Q2 2026 Jul 21, 2026
Integris Wealth Management, LLC History No change 39,848 4,096 0.83% 0.83% 146 0 0.0% Q2 2026 Jul 10, 2026
Keel Point, LLC History No change 39,754 4,087 0.24% 0.24% 147 0 0.0% Q2 2026 Aug 14, 2026
eCIO, Inc. History No change 39,656 4,077 1.15% 1.15% 148 0 0.0% Q2 2026 Jul 27, 2026
NOTTINGHAM ADVISORS, INC. History No change 40,064 4,074 0.49% 0.49% 149 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 39,588 4,070 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 12, 2026
Dunhill Financial, LLC History No change 39,555 4,067 0.83% 0.83% 151 0 0.0% Q2 2026 Aug 07, 2026
Brio Consultants, LLC History No change 39,514 4,062 0.48% 0.48% 152 0 0.0% Q2 2026 Aug 12, 2026
Affiance Financial, LLC History No change 39,390 4,049 0.58% 0.58% 153 0 0.0% Q2 2026 Jul 09, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 37,500 3,864 0.34% 0.32% 154 +263 0.71% Q3 2026 Oct 07, 2026
Modern Wealth Management, LLC History No change 37,025 3,806 0.05% 0.05% 155 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History No change 36,895 3,793 0.08% 0.08% 156 0 0.0% Q2 2026 Jul 30, 2026
Midwest Trust Co History No change 36,677 3,770 0.04% 0.04% 157 0 0.0% Q2 2026 Aug 04, 2026
Sincerus Advisory, LLC History No change 36,579 3,760 2.55% 2.55% 158 0 0.0% Q2 2026 Jul 06, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 36,540 3,756 0.06% 0.06% 159 0 0.0% Q2 2026 Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS History No change 36,307 3,732 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 13, 2026
Hamrick Investment Counsel, llc History No change 35,948 3,695 2.45% 2.45% 161 0 0.0% Q2 2026 Aug 13, 2026
Vision Capital Management, Inc. History No change 35,745 3,674 0.42% 0.42% 162 0 0.0% Q2 2026 Aug 10, 2026
Integrated Wealth Concepts LLC History No change 35,676 3,667 0.02% 0.02% 163 0 0.0% Q2 2026 Sep 08, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 35,550 3,654 1.81% 1.81% 164 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 35,222 3,621 2.17% 2.17% 165 0 0.0% Q2 2026 Aug 05, 2026
Dorsey & Whitney Trust CO LLC History No change 35,002 3,598 0.18% 0.18% 166 0 0.0% Q2 2026 Aug 14, 2026
Wealth Advisory Team LLC History No change 33,679 3,462 2.81% 2.81% 167 0 0.0% Q2 2026 Jul 23, 2026
CRUX WEALTH ADVISORS History No change 33,490 3,443 1.19% 1.19% 168 0 0.0% Q2 2026 Jul 21, 2026
GC Wealth Management RIA, LLC History No change 33,427 3,436 0.2% 0.2% 169 0 0.0% Q2 2026 Jul 16, 2026
Plancorp, LLC History No change 33,458 3,423 0.08% 0.08% 170 0 0.0% Q2 2026 Jul 14, 2026
Klaas Financial Asset Advisors, LLC History No change 33,241 3,417 0.43% 0.43% 171 0 0.0% Q2 2026 Jul 15, 2026
WIT, LLC History No change 32,336 3,324 0.05% 0.05% 172 0 0.0% Q2 2026 Aug 14, 2026
Montis Financial, LLC History No change 32,084 3,298 0.67% 0.67% 173 0 0.0% Q2 2026 Aug 05, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 31,704 3,259 0.51% 0.51% 174 0 0.0% Q2 2026 Aug 06, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 30,349 3,120 0.47% 0.47% 175 0 0.0% Q2 2026 Aug 10, 2026
Baron Financial Group, LLC History No change 30,130 3,097 1.48% 1.48% 176 0 0.0% Q2 2026 Jul 09, 2026
GeoWealth Management, LLC History No change 30,082 3,092 0.1% 0.1% 177 0 0.0% Q2 2026 Jul 30, 2026
McKinley Carter Wealth Services, Inc. History No change 30,006 3,084 0.16% 0.16% 178 0 0.0% Q2 2026 Jul 28, 2026
WESBANCO BANK INC History No change 29,778 3,061 0.08% 0.08% 179 0 0.0% Q2 2026 Jul 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 29,771 3,060 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 12, 2026
IMA Advisory Services, Inc. History No change 29,336 3,016 0.19% 0.19% 181 0 0.0% Q2 2026 Aug 10, 2026
Pioneer Wealth Management Group History No change 29,230 3,005 0.73% 0.73% 182 0 0.0% Q2 2026 Jul 07, 2026
SageView Advisory Group, LLC History No change 29,204 3,002 0.1% 0.1% 183 0 0.0% Q2 2026 Aug 10, 2026
Haverford Trust Co History No change 28,699 2,950 0.03% 0.03% 184 0 0.0% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 28,457 2,924 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 28,020 2,880 0.03% 0.03% 186 0 0.0% Q2 2026 Jul 15, 2026
RTD Financial Advisors, Inc. History No change 27,951 2,873 0.31% 0.31% 187 0 0.0% Q2 2026 Jul 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 27,867 2,871 0.03% 0.03% 188 +303 1.1% Q3 2026 Oct 05, 2026
Diversified Trust Co History No change 27,792 2,857 0.05% 0.05% 189 0 0.0% Q2 2026 Jul 17, 2026
Brooklyn FI, LLC History No change 27,600 2,852 0.52% 0.52% 190 0 0.0% Q2 2026 Aug 04, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 27,282 2,804 0.21% 0.21% 191 0 0.0% Q2 2026 Jul 16, 2026
Torren Management, LLC History No change 26,778 2,753 1.4% 1.4% 192 0 0.0% Q2 2026 Jul 10, 2026
JMG Financial Group, Ltd. History No change 26,718 2,746 0.07% 0.07% 193 0 0.0% Q2 2026 Jul 31, 2026
SOA Wealth Advisors, LLC. History No change 26,667 2,741 0.46% 0.46% 194 0 0.0% Q2 2026 Jul 21, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 26,458 2,720 0.06% 0.06% 195 0 0.0% Q2 2026 Jul 17, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 26,102 2,683 0.12% 0.12% 196 0 0.0% Q2 2026 Jul 21, 2026
CHOREO, LLC History No change 25,976 2,670 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 04, 2026
One Wealth Advisors, LLC History No change 25,675 2,639 0.29% 0.29% 198 0 0.0% Q2 2026 Aug 06, 2026
Compound Planning, Inc. History No change 25,571 2,628 0.07% 0.07% 199 0 0.0% Q2 2026 Aug 04, 2026
Wingate Wealth Advisors, Inc. History No change 25,375 2,608 1.15% 1.15% 200 0 0.0% Q2 2026 Jul 29, 2026
TriaGen Wealth Management LLC History No change 24,502 2,519 0.63% 0.63% 201 0 0.0% Q2 2026 Jul 21, 2026
Freestone Capital Holdings, LLC History No change 24,494 2,518 0.07% 0.07% 202 0 0.0% Q2 2026 Jul 31, 2026
Janney Montgomery Scott LLC History No change 24,432 2,512 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 05, 2026
Cranbrook Wealth Management, LLC History No change 24,307 2,499 0.47% 0.47% 204 0 0.0% Q2 2026 Aug 06, 2026
Aureum Wealth Management, LLC History No change 23,363 2,401 1.49% 1.49% 205 0 0.0% Q2 2026 Jul 22, 2026
CFM WEALTH PARTNERS LLC History No change 23,352 2,400 0.31% 0.31% 206 0 0.0% Q2 2026 Aug 07, 2026
Alaska Wealth Advisors, LLC History No change 23,343 2,399 0.26% 0.26% 207 0 0.0% Q2 2026 Aug 11, 2026
VICUS CAPITAL History No change 23,314 2,396 0.15% 0.15% 208 0 0.0% Q2 2026 Aug 05, 2026
BigSur Wealth Management LLC History No change 23,000 2,364 0.57% 0.57% 209 0 0.0% Q2 2026 Jul 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 22,480 2,326 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 22,458 2,308 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 03, 2026
OLIO Financial Planning History No change 21,848 2,246 0.56% 0.56% 212 0 0.0% Q2 2026 Jul 17, 2026
Merit Financial Group, LLC History No change 21,802 2,241 0.01% 0.01% 213 0 0.0% Q2 2026 Jul 20, 2026
Sanctuary Advisors, LLC History No change 21,037 2,162 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 20,297 2,086 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 20,288 2,085 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 13, 2026
First Financial Bank - Trust Division History No change 20,018 2,062 0.15% 0.15% 217 0 0.0% Q3 2026 Oct 01, 2026
Values Added Financial LLC History No change 19,957 2,051 0.74% 0.74% 218 0 0.0% Q2 2026 Jul 27, 2026
BIRCHBROOK, INC. History No change 19,576 2,012 0.94% 0.94% 219 0 0.0% Q2 2026 Jul 08, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 19,296 1,988 0.56% 0.55% 220 +1,455 8.16% Q3 2026 Oct 07, 2026
Chicago Partners Investment Group LLC History No change 19,206 1,958 0.04% 0.04% 221 0 0.0% Q2 2026 Jul 29, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 19,007 1,954 0.21% 0.21% 222 0 0.0% Q2 2026 Aug 12, 2026
OKABENA INVESTMENT SERVICES INC History No change 18,550 1,907 0.34% 0.34% 223 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 18,478 1,899 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 14, 2026
Madrid Wealth Management, LLC History No change 18,397 1,891 1.24% 1.24% 225 0 0.0% Q2 2026 Jul 31, 2026
White Lighthouse Investment Management Inc. History No change 18,035 1,854 0.23% 0.23% 226 0 0.0% Q2 2026 Aug 04, 2026
Ryan Investment Management, Inc. History No change 17,994 1,849 0.84% 0.84% 227 0 0.0% Q2 2026 Jul 07, 2026
Weil Company, Inc. History No change 17,667 1,816 0.32% 0.32% 228 0 0.0% Q2 2026 Aug 05, 2026
Acropolis Investment Management, LLC History No change 17,563 1,805 0.07% 0.07% 229 0 0.0% Q2 2026 Jul 16, 2026
RHS Financial, LLC History No change 17,345 1,783 0.72% 0.72% 230 0 0.0% Q2 2026 Aug 07, 2026
Richard P Slaughter Associates Inc History No change 17,342 1,782 0.35% 0.35% 231 0 0.0% Q2 2026 Jul 13, 2026
Birchwood Financial Partners, Inc. History No change 17,319 1,780 1.46% 1.46% 232 0 0.0% Q2 2026 Aug 06, 2026
Trilogy Capital Inc. History No change 17,232 1,771 0.07% 0.07% 233 0 0.0% Q2 2026 Jul 02, 2026
Pure Financial Advisors, LLC History No change 17,169 1,765 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 14, 2026
CGN Advisors LLC History No change 16,552 1,701 0.12% 0.12% 235 0 0.0% Q2 2026 Jul 06, 2026
Parallel Advisors, LLC History No change 16,515 1,697 0.03% 0.03% 236 0 0.0% Q2 2026 Aug 05, 2026
Summit Wealth Group, LLC History No change 16,511 1,697 0.35% 0.35% 237 0 0.0% Q2 2026 Aug 04, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 16,485 1,694 0.45% 0.45% 238 0 0.0% Q2 2026 Jul 16, 2026
Portland Global Advisors LLC History No change 16,130 1,658 0.16% 0.16% 239 0 0.0% Q2 2026 Aug 13, 2026
Williams & Novak, LLC History No change 15,920 1,636 1.08% 1.08% 240 0 0.0% Q2 2026 Jul 08, 2026
NATIXIS ADVISORS, LLC History No change 15,884 1,633 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 15,874 1,631 0.05% 0.05% 242 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 15,817 1,626 0.59% 0.59% 243 0 0.0% Q2 2026 Aug 10, 2026
Schneider Downs Wealth Management Advisors, LP History No change 15,808 1,625 0.15% 0.15% 244 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Advisor Solutions, LLC History No change 15,556 1,599 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 06, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 15,296 1,572 0.15% 0.15% 246 0 0.0% Q2 2026 Jul 22, 2026
Sage Advisory Services, Ltd.Co. History No change 15,262 1,569 0.77% 0.77% 247 0 0.0% Q2 2026 Jul 22, 2026
Werba Rubin Papier Wealth Management History No change 15,108 1,553 0.19% 0.19% 248 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History No change 14,892 1,531 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 12, 2026
Armbruster Capital Management, Inc. History No change 14,147 1,454 0.22% 0.22% 250 0 0.0% Q2 2026 Jul 16, 2026
Coastline Trust Co History Reduced 14,065 1,449 0.14% 0.15% 251 -1,932 -12.08% Q3 2026 Oct 01, 2026
DRW Securities, LLC History No change 14,072 1,446 0.04% 0.04% 252 0 0.0% Q2 2026 Aug 14, 2026
Wescott Financial Advisory Group, LLC History No change 14,039 1,443 0.11% 0.11% 253 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Partners, LTD. History No change 14,000 1,439 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 11, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 13,946 1,433 0.21% 0.21% 255 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 13,864 1,425 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 13, 2026
Range Advisory, LLC History No change 13,864 1,425 0.17% 0.17% 257 0 0.0% Q2 2026 Sep 02, 2026
HF Advisory Group, LLC History No change 13,626 1,400 0.43% 0.43% 258 0 0.0% Q2 2026 Jul 08, 2026
BROWN ADVISORY INC History No change 13,503 1,388 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 14, 2026
Pathway Financial Advisors LLC History Added to 13,455 1,386 0.15% 0.15% 260 +1,016 8.17% Q3 2026 Oct 07, 2026
Aprio Wealth Management, LLC History No change 13,376 1,375 0.07% 0.07% 261 0 0.0% Q2 2026 Jul 24, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 13,382 1,375 0.08% 0.08% 262 0 0.0% Q2 2026 Aug 10, 2026
Cascade Financial Partners, LLC History No change 13,367 1,374 0.12% 0.12% 263 0 0.0% Q2 2026 Aug 04, 2026
NEPC LLC History No change 13,340 1,371 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 14, 2026
A&I FINANCIAL SERVICES, LLC History No change 13,210 1,358 0.59% 0.59% 265 0 0.0% Q2 2026 Jul 09, 2026
Private Wealth Management Group, LLC History No change 13,123 1,349 0.31% 0.31% 266 0 0.0% Q2 2026 Jul 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 12,991 1,335 0.02% 0.02% 267 0 0.0% Q2 2026 Jul 24, 2026
Sequoia Financial Advisors, LLC History No change 12,870 1,323 0.01% 0.01% 268 0 0.0% Q2 2026 Jul 17, 2026
Wealthcare Advisory Partners LLC History No change 12,809 1,316 0.02% 0.02% 269 0 0.0% Q2 2026 Jul 09, 2026
Mendel Capital Management LLC History No change 12,742 1,310 0.59% 0.59% 270 0 0.0% Q2 2026 Jul 21, 2026
Argentarii, LLC History No change 12,202 1,307 0.39% 0.39% 271 0 0.0% Q2 2026 Aug 12, 2026
Ipsen Advisor Group LLC History No change 12,668 1,302 0.84% 0.84% 272 0 0.0% Q2 2026 Jul 29, 2026
Equitable Holdings, Inc. History No change 12,622 1,297 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 17, 2026
Perigon Wealth Management, LLC History No change 12,607 1,296 0.02% 0.02% 274 0 0.0% Q2 2026 Aug 07, 2026
Omega Financial Group, LLC History No change 12,581 1,293 0.39% 0.39% 275 0 0.0% Q2 2026 Jul 21, 2026
ASSETMARK, INC History No change 12,524 1,287 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 30, 2026
Falcon Wealth Planning History No change 12,333 1,267 0.08% 0.08% 277 0 0.0% Q2 2026 Jul 13, 2026
Plante Moran Financial Advisors, LLC History No change 12,207 1,254 0.06% 0.06% 278 0 0.0% Q2 2026 Aug 06, 2026
Carr Financial Group Corp History No change 12,079 1,241 0.29% 0.29% 279 0 0.0% Q2 2026 Aug 06, 2026
OneDigital Investment Advisors LLC History No change 12,050 1,238 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 06, 2026
Crestwood Advisors Group, LLC History No change 11,963 1,229 0.02% 0.02% 281 0 0.0% Q2 2026 Aug 03, 2026
MainStreet Investment Advisors LLC History No change 11,830 1,216 0.17% 0.17% 282 0 0.0% Q2 2026 Aug 12, 2026
Foster Group, Inc. History No change 11,794 1,212 0.03% 0.03% 283 0 0.0% Q2 2026 Jul 07, 2026
1ST SOURCE BANK History No change 11,713 1,204 0.05% 0.05% 284 0 0.0% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History No change 11,615 1,194 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 10, 2026
RED REEF ADVISORS LLC History No change 11,495 1,181 1.09% 1.09% 286 0 0.0% Q2 2026 Jul 23, 2026
Francis Financial, Inc. History No change 11,475 1,179 0.19% 0.19% 287 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 11,420 1,176 0.03% 0.03% 288 -175 -1.51% Q3 2026 Oct 05, 2026
Diversified Enterprises, LLC History No change 11,291 1,160 0.06% 0.06% 289 0 0.0% Q2 2026 Jul 31, 2026
Brewster Financial Planning LLC History No change 11,260 1,157 0.64% 0.64% 290 0 0.0% Q2 2026 Jul 14, 2026
Dynamic Advisor Solutions LLC History No change 11,191 1,150 0.03% 0.03% 291 0 0.0% Q2 2026 Jul 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 11,166 1,149 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 14, 2026
XY Planning Network, Inc. History No change 11,176 1,149 0.14% 0.14% 293 0 0.0% Q2 2026 Jul 14, 2026
M. Kulyk & Associates, LLC History No change 11,143 1,145 0.19% 0.19% 294 0 0.0% Q2 2026 Aug 07, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 10,861 1,116 0.17% 0.17% 295 0 0.0% Q2 2026 Jul 22, 2026
LexAurum Advisors, LLC History No change 10,809 1,111 0.13% 0.13% 296 0 0.0% Q2 2026 Jul 15, 2026
Ameraudi Asset Management, Inc. History No change 10,755 1,105 0.5% 0.5% 297 0 0.0% Q2 2026 Aug 06, 2026
Asset Dedication, LLC History No change 10,727 1,102 0.07% 0.07% 298 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Financial Group, LLC History No change 10,576 1,087 0.34% 0.34% 299 0 0.0% Q3 2026 Oct 06, 2026
McAdam, LLC History No change 10,532 1,082 0.04% 0.04% 300 0 0.0% Q2 2026 Aug 04, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 10,500 1,079 0.45% 0.45% 301 0 0.0% Q2 2026 Jul 16, 2026
QUADRANT CAPITAL GROUP LLC History No change 10,468 1,076 0.03% 0.03% 302 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 10,451 1,074 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 13, 2026
Bragg Financial Advisors, Inc History No change 10,382 1,067 0.03% 0.03% 304 0 0.0% Q2 2026 Aug 12, 2026
Onyx Bridge Wealth Group LLC History No change 10,374 1,066 0.1% 0.1% 305 0 0.0% Q2 2026 Jul 23, 2026
Orin Green Financial, LLC History No change 10,359 1,065 0.39% 0.39% 306 0 0.0% Q2 2026 Jul 13, 2026
Archer Investment Management, LLC History No change 10,367 1,065 0.36% 0.36% 307 0 0.0% Q2 2026 Jul 07, 2026
Parcion Private Wealth LLC History No change 10,298 1,058 0.06% 0.06% 308 0 0.0% Q2 2026 Jul 27, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 10,193 1,047 0.05% 0.05% 309 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO History No change 10,001 1,044 0.01% 0.01% 310 0 0.0% Q2 2026 Jul 27, 2026
Concurrent Investment Advisors, LLC History No change 10,155 1,044 0.01% 0.01% 311 0 0.0% Q2 2026 Jul 27, 2026
ZENITH SOLUTIONS, INC. History No change 10,117 1,040 0.94% 0.94% 312 0 0.0% Q2 2026 Aug 03, 2026
PITTENGER & ANDERSON INC History No change 10,083 1,036 0.04% 0.04% 313 0 0.0% Q2 2026 Jul 27, 2026
ERn Financial, LLC History No change 9,952 1,023 0.17% 0.17% 314 0 0.0% Q2 2026 Jul 23, 2026
REGATTA CAPITAL GROUP, LLC History No change 9,943 1,022 0.14% 0.14% 315 0 0.0% Q2 2026 Aug 12, 2026
BlueStem Wealth Partners, LLC History No change 9,899 1,017 0.1% 0.1% 316 0 0.0% Q2 2026 Aug 11, 2026
GenTrust, LLC History No change 9,509 977 0.04% 0.04% 317 0 0.0% Q2 2026 Aug 06, 2026
Wealth Analytics Partners, LLC History No change 9,408 969 0.35% 0.35% 318 0 0.0% Q2 2026 Jul 16, 2026
Jordan Park Group LLC History No change 9,413 967 0.05% 0.05% 319 0 0.0% Q2 2026 Aug 11, 2026
Financial Planning Fort Collins, LLC History No change 9,325 961 0.73% 0.73% 320 0 0.0% Q2 2026 Jul 10, 2026
Shepherd Financial Partners LLC History No change 9,256 951 0.08% 0.08% 321 0 0.0% Q2 2026 Aug 10, 2026
Walkner Condon Financial Advisors LLC History No change 9,202 946 0.11% 0.11% 322 0 0.0% Q2 2026 Jul 27, 2026
CAPE ANN SAVINGS BANK History No change 9,105 936 0.44% 0.44% 323 0 0.0% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 8,955 920 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History No change 9,415 900 0.04% 0.04% 325 0 0.0% Q2 2026 Jul 09, 2026
Bell Investment Advisors, Inc History No change 8,713 895 0.13% 0.13% 326 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 8,690 893 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 14, 2026
Per Stirling Capital Management, LLC. History No change 8,689 893 0.08% 0.08% 328 0 0.0% Q2 2026 Aug 14, 2026
Birch Hill Investment Advisors LLC History No change 8,683 892 0.04% 0.04% 329 0 0.0% Q2 2026 Jul 21, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 8,652 889 0.04% 0.04% 330 0 0.0% Q2 2026 Jul 27, 2026
Montecito Bank & Trust History Reduced 8,554 881 0.13% 0.13% 331 -100 -1.16% Q3 2026 Oct 01, 2026
Avise Financial Cooperative, Inc. History No change 8,531 877 0.62% 0.62% 332 0 0.0% Q2 2026 Aug 06, 2026
PDS Planning, Inc History No change 8,509 874 0.05% 0.05% 333 0 0.0% Q2 2026 Aug 05, 2026
Bluespring Wealth Management, LLC History No change 8,463 870 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 11, 2026
COURIER CAPITAL LLC History No change 8,412 864 0.04% 0.04% 335 0 0.0% Q2 2026 Jul 16, 2026
Diversify Advisory Services, LLC History No change 8,275 853 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 8,275 853 0.01% 0.01% 337 0 0.0% Q2 2026 Jul 29, 2026
Peak Financial Management, Inc. History No change 8,295 852 0.2% 0.2% 338 0 0.0% Q2 2026 Jul 20, 2026
Great Diamond Partners, LLC History No change 8,184 841 0.14% 0.14% 339 0 0.0% Q2 2026 Jul 17, 2026
Ashton Thomas Private Wealth, LLC History No change 8,161 839 0.02% 0.02% 340 0 0.0% Q2 2026 Jul 29, 2026
Neuberger Berman Group LLC History No change 8,111 833 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 8,072 829 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 03, 2026
ASPIRIANT, LLC History No change 7,883 810 0.02% 0.02% 343 0 0.0% Q2 2026 Jul 20, 2026
GLENMEDE TRUST CO NA History No change 7,750 796 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 10, 2026
Fingerlakes Wealth Management, Inc. History No change 7,731 794 0.43% 0.43% 345 0 0.0% Q2 2026 Jul 23, 2026
Wedmont Private Capital History No change 7,652 791 0.02% 0.02% 346 0 0.0% Q2 2026 Jul 13, 2026
Symmetry Partners, LLC History No change 7,671 788 0.04% 0.04% 347 0 0.0% Q2 2026 Jul 23, 2026
Level Financial Advisors History No change 7,651 786 0.18% 0.18% 348 0 0.0% Q2 2026 Jul 15, 2026
Sharper & Granite LLC History No change 7,572 778 0.24% 0.24% 349 0 0.0% Q2 2026 Jul 16, 2026
Argent Trust Co History No change 7,554 776 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 7,488 769 0.03% 0.03% 351 0 0.0% Q2 2026 Jul 22, 2026
Gerber Kawasaki Wealth & Investment Management History No change 7,468 767 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 07, 2026
VERITY Wealth Advisors History No change 7,432 764 0.46% 0.46% 353 0 0.0% Q2 2026 Jul 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 7,432 763 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 10, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 4,195 758 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 7,166 736 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 11, 2026
Paulson Wealth Management Inc. History No change 7,145 734 0.16% 0.16% 357 0 0.0% Q2 2026 Aug 04, 2026
Johnson Financial Group, LLC History No change 7,120 732 0.04% 0.04% 358 0 0.0% Q2 2026 Aug 06, 2026
Waverly Advisors, LLC History No change 7,113 731 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 7,107 730 0.01% 0.01% 360 0 0.0% Q2 2026 Jul 31, 2026
Prosperity Consulting Group, LLC History No change 7,053 725 0.03% 0.03% 361 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 7,045 724 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 20, 2026
Aufman Associates Inc History No change 7,003 719 0.29% 0.29% 363 0 0.0% Q2 2026 Aug 12, 2026
SAGE FINANCIAL GROUP INC History No change 6,911 710 0.04% 0.04% 364 0 0.0% Q2 2026 Jul 21, 2026
Capital Advantage, Inc. History No change 6,867 706 0.09% 0.09% 365 0 0.0% Q2 2026 Jul 13, 2026
PRIVATE TRUST CO NA History No change 6,845 703 0.06% 0.06% 366 0 0.0% Q2 2026 Jul 28, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 6,788 697 0.04% 0.04% 367 0 0.0% Q2 2026 Jul 31, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 6,620 680 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 14, 2026
Farrell Financial LLC History No change 6,610 679 0.37% 0.37% 369 0 0.0% Q2 2026 Jul 10, 2026
Fort Point Capital Partners LLC History No change 6,577 676 0.05% 0.05% 370 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 6,541 672 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 05, 2026
MATRIX ASSET ADVISORS INC/NY History No change 6,481 666 0.05% 0.05% 372 0 0.0% Q2 2026 Jul 15, 2026
MOLLER WEALTH PARTNERS History No change 6,452 663 0.12% 0.12% 373 0 0.0% Q2 2026 Jul 15, 2026
WT Wealth Management History No change 6,431 661 0.18% 0.18% 374 0 0.0% Q2 2026 Jul 22, 2026
Ethic Inc. History No change 6,432 661 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 29, 2026
Perennial Investment Advisors, LLC History No change 6,412 659 0.04% 0.04% 376 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 6,366 654 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 06, 2026
ASSOCIATED BANC-CORP History No change 6,310 648 0.02% 0.02% 378 0 0.0% Q2 2026 Jul 31, 2026
Vanguard Personalized Indexing Management, LLC History No change 6,310 648 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 11, 2026
CIBC Asset Management Inc History No change 6,245 642 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 03, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 6,230 640 0.04% 0.04% 381 0 0.0% Q2 2026 Jul 13, 2026
Morton Brown Family Wealth, LLC History No change 6,229 640 0.15% 0.15% 382 0 0.0% Q2 2026 Jul 21, 2026
Equita Financial Network, Inc. History No change 6,223 639 0.18% 0.18% 383 0 0.0% Q2 2026 Jul 29, 2026
LIBRA WEALTH LLC History No change 6,149 632 0.16% 0.16% 384 0 0.0% Q2 2026 Aug 06, 2026
ABLE Financial Group, LLC History No change 6,104 627 0.11% 0.11% 385 0 0.0% Q2 2026 Jul 22, 2026
Capasso Planning Partners LLC History No change 6,071 624 0.31% 0.31% 386 0 0.0% Q2 2026 Aug 18, 2026
RCS Financial Planning, LLC History No change 6,071 624 0.3% 0.3% 387 0 0.0% Q2 2026 Jul 22, 2026
Aaron Wealth Advisors LLC History No change 6,065 623 0.03% 0.03% 388 0 0.0% Q2 2026 Jul 16, 2026
Old Mission Investment Co LLC History No change 6,000 616 0.13% 0.13% 389 0 0.0% Q2 2026 Aug 14, 2026
Horst & Graben Wealth Management LLC History No change 5,988 611 0.08% 0.08% 390 0 0.0% Q2 2026 Jul 22, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5,813 597 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 04, 2026
BEACON FINANCIAL PLANNING, INC History No change 5,804 596 0.2% 0.2% 392 0 0.0% Q2 2026 Aug 06, 2026
Shotwell Rutter Baer Inc History No change 5,802 596 0.33% 0.33% 393 0 0.0% Q2 2026 Jul 21, 2026
Ballentine Partners, LLC History No change 5,786 594 0.01% 0.01% 394 0 0.0% Q2 2026 Jul 17, 2026
ROGCO, LP History No change 5,779 594 0.18% 0.18% 395 0 0.0% Q2 2026 Jul 30, 2026
AlphaCore Capital LLC History No change 5,769 593 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 5,750 591 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 5,733 589 0.01% 0.01% 398 0 0.0% Q2 2026 Jul 28, 2026
Noble Wealth Partners LLC History No change 5,726 588 0.51% 0.51% 399 0 0.0% Q2 2026 Jul 24, 2026
Bangor Savings Bank History Added to 5,640 581 0.04% 0.04% 400 +108 1.95% Q3 2026 Oct 06, 2026
Continuum Advisory, LLC History No change 5,582 573 0.05% 0.05% 401 0 0.0% Q2 2026 Aug 06, 2026
DDFG, Inc History No change 5,488 564 0.11% 0.11% 402 0 0.0% Q2 2026 Jul 28, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 5,407 557 0.06% 0.07% 404 -478 -8.12% Q3 2026 Oct 07, 2026
Frisch Financial Group, Inc. History No change 5,422 557 0.1% 0.1% 403 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 5,411 556 0.03% 0.03% 405 0 0.0% Q2 2026 Jul 23, 2026
Rehmann Capital Advisory Group History No change 5,403 555 0.03% 0.03% 406 0 0.0% Q2 2026 Aug 20, 2026
World Investment Advisors History No change 5,798 554 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 13, 2026
Milestone Investment Advisors LLC History No change 5,346 549 0.12% 0.12% 408 0 0.0% Q2 2026 Aug 14, 2026
KINTRA WEALTH, LLC History No change 5,035 542 0.03% 0.03% 409 0 0.0% Q2 2026 Aug 14, 2026
Simmons Bank History No change 5,255 540 0.03% 0.03% 410 0 0.0% Q2 2026 Jul 31, 2026
Abundance Wealth Counselors History No change 5,260 540 0.04% 0.04% 411 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 5,232 537 0.05% 0.05% 412 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 5,214 536 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 12, 2026
SENTINEL TRUST CO LBA History No change 5,210 536 0.05% 0.05% 414 0 0.0% Q2 2026 Jul 13, 2026
BLB&B Advisors, LLC History No change 5,215 536 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 05, 2026
Advisors Capital Management, LLC History No change 5,208 535 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 11, 2026
Bigelow Investment Advisors, LLC History No change 5,212 535 0.19% 0.19% 417 0 0.0% Q2 2026 Jul 30, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 5,178 532 0.01% 0.01% 418 0 0.0% Q2 2026 Jul 17, 2026
Empowered Funds, LLC History No change 5,170 531 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ADVISERS INC History No change 5,093 523 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 13, 2026
Curtis Advisory Group, LLC History No change 5,057 519 0.1% 0.1% 421 0 0.0% Q2 2026 Jul 29, 2026
SigFig Wealth Management, LLC History Reduced 5,020 517 0.01% 0.01% 422 -142 -2.75% Q3 2026 Oct 07, 2026
Advisory Alpha, LLC History No change 4,971 511 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 4,928 506 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 11, 2026
Morling Financial Advisors, LLC History No change 4,922 506 0.14% 0.14% 425 0 0.0% Q2 2026 Aug 06, 2026
Affinity Capital Advisors, LLC History No change 4,841 505 0.06% 0.06% 426 0 0.0% Q2 2026 Jul 08, 2026
Sherman Asset Management, Inc. History No change 4,865 500 0.39% 0.39% 427 0 0.0% Q2 2026 Aug 05, 2026
North Berkeley Wealth Management, LLC History No change 4,789 492 0.2% 0.2% 428 0 0.0% Q2 2026 Jul 28, 2026
VALLEY NATIONAL ADVISERS INC History No change 4,740 487 0.05% 0.05% 429 0 0.0% Q2 2026 Jul 29, 2026
Baker Avenue Asset Management, LP History No change 4,704 483 0.01% 0.01% 430 0 0.0% Q2 2026 Jul 28, 2026
United Asset Strategies, Inc. History No change 4,705 483 0.03% 0.03% 431 0 0.0% Q2 2026 Jul 13, 2026
Sharkey, Howes & Javer History No change 4,699 483 0.06% 0.06% 432 0 0.0% Q2 2026 Jul 09, 2026
DWR WEALTH MANAGEMENT, LLC History No change 4,706 482 0.36% 0.36% 433 0 0.0% Q2 2026 Jul 07, 2026
Veracity Capital LLC History No change 4,680 481 0.13% 0.13% 434 0 0.0% Q2 2026 Jul 10, 2026
Bell Bank History No change 4,642 477 0.02% 0.02% 435 0 0.0% Q2 2026 Jul 15, 2026
Compass Ion Advisors, LLC History No change 4,622 475 0.04% 0.04% 436 0 0.0% Q2 2026 Aug 12, 2026
Heritage Family Offices, LLP History No change 4,614 474 0.18% 0.18% 437 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 4,614 474 0.18% 0.18% 438 0 0.0% Q2 2026 Jul 06, 2026
OpenArc Corporate Advisory, LLC History No change 4,615 474 0.01% 0.01% 439 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY COUNSELLING INC History No change 4,602 473 1.17% 1.17% 440 0 0.0% Q2 2026 Aug 03, 2026
Farmers National Bank History No change 4,601 473 0.1% 0.1% 441 0 0.0% Q2 2026 Aug 11, 2026
Sage Mountain Advisors LLC History No change 4,597 472 0.03% 0.03% 442 0 0.0% Q2 2026 Aug 05, 2026
Warren Street Wealth Advisors, LLC History No change 4,542 466 0.1% 0.1% 443 0 0.0% Q2 2026 Jul 22, 2026
Davis Wealth Advisors, LLC History No change 4,514 464 0.36% 0.36% 444 0 0.0% Q2 2026 Aug 14, 2026
Capital Management Associates, Inc History No change 4,500 462 0.09% 0.09% 445 0 0.0% Q2 2026 Jul 22, 2026
PECAUT & CO. History No change 4,481 460 0.14% 0.14% 446 0 0.0% Q2 2026 Aug 03, 2026
Hughes Financial Services, LLC History No change 4,439 456 0.06% 0.06% 447 0 0.0% Q2 2026 Jul 20, 2026
APPLETON PARTNERS INC/MA History No change 4,386 451 0.03% 0.03% 448 0 0.0% Q2 2026 Jul 21, 2026
New England Private Wealth Advisors LLC History No change 4,323 443 0.04% 0.04% 449 0 0.0% Q2 2026 Aug 04, 2026
Community Bank, N.A. History No change 4,308 442 0.05% 0.05% 450 0 0.0% Q2 2026 Aug 13, 2026
NerdWallet Wealth Partners, LLC History No change 4,277 439 0.15% 0.15% 451 0 0.0% Q2 2026 Jul 07, 2026
EFG International AG History No change 4,277 439 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 14, 2026
Darden Wealth Group Inc History No change 4,233 435 0.17% 0.17% 453 0 0.0% Q2 2026 Aug 06, 2026
Envision Financial LLC History No change 4,234 435 0.2% 0.2% 454 0 0.0% Q2 2026 Jul 10, 2026
TRUEFG, LLC History No change 4,230 434 0.1% 0.1% 455 0 0.0% Q2 2026 Jul 16, 2026
Chesley Taft & Associates LLC History No change 4,190 430 0.02% 0.02% 456 0 0.0% Q2 2026 Jul 08, 2026
AdvisorNet Financial, Inc History No change 4,188 430 0.02% 0.02% 457 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 4,180 429 0.01% 0.01% 458 0 0.0% Q2 2026 Jul 24, 2026
Etesian Wealth Advisors, Inc. History No change 4,153 426 0.13% 0.13% 459 0 0.0% Q2 2026 Jul 23, 2026
Fulcrum Capital LLC History No change 4,089 420 0.09% 0.09% 460 0 0.0% Q2 2026 Jul 20, 2026
WARNER FINANCIAL, INC History No change 4,082 419 0.12% 0.12% 461 0 0.0% Q2 2026 Jul 09, 2026
CWC Advisors, LLC. History No change 4,074 418 0.19% 0.19% 462 0 0.0% Q2 2026 Jul 21, 2026
Opulen Financial Group LLC History No change 4,030 414 0.26% 0.26% 463 0 0.0% Q2 2026 Jul 27, 2026
Nautilus Advisors LLC History No change 4,000 412 0.25% 0.24% 464 0 0.0% Q3 2026 Oct 06, 2026
VILLERE ST DENIS J & CO LLC History No change 4,000 411 0.05% 0.05% 465 0 0.0% Q2 2026 Aug 07, 2026
Hanson & Doremus Investment Management History No change 3,995 411 0.04% 0.04% 466 0 0.0% Q2 2026 Jul 29, 2026
Cadia Private Client LLC History No change 4,000 411 0.29% 0.29% 467 0 0.0% Q2 2026 Aug 11, 2026
Krilogy Financial LLC History No change 3,980 409 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 27, 2026
Keener Financial Planning LLC History No change 3,977 408 0.15% 0.15% 469 0 0.0% Q2 2026 Jul 31, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 3,965 407 0.29% 0.29% 470 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 3,940 405 0.01% 0.01% 471 0 0.0% Q2 2026 Jul 09, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,895 400 0.02% 0.02% 472 0 0.0% Q2 2026 Aug 06, 2026
Stephenson & Company, Inc. History No change 3,869 397 0.19% 0.19% 473 0 0.0% Q2 2026 Jul 28, 2026
Confluence Wealth Services, Inc. History No change 3,839 394 0.01% 0.01% 474 0 0.0% Q2 2026 Jul 22, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 3,830 393 0.06% 0.06% 475 0 0.0% Q2 2026 Jul 29, 2026
Harbor Group, Inc. History No change 3,823 393 0.05% 0.05% 476 0 0.0% Q2 2026 Jul 22, 2026
Hilltop Partners LLC History No change 3,817 392 0.1% 0.1% 477 0 0.0% Q2 2026 Aug 05, 2026
True Link Financial Advisors, LLC History No change 3,806 391 0.02% 0.02% 478 0 0.0% Q2 2026 Jul 31, 2026
Leverty Financial Group, LLC History No change 3,788 389 0.08% 0.08% 479 0 0.0% Q2 2026 Jul 10, 2026
Syntegra Private Wealth Group, LLC History No change 3,769 387 0.03% 0.03% 480 0 0.0% Q2 2026 Jul 15, 2026
Cassilly Financial Group LLC History Added to 3,740 385 0.26% 0.28% 481 +29 0.78% Q3 2026 Oct 07, 2026
Gemmer Asset Management LLC History No change 3,717 382 0.03% 0.03% 482 0 0.0% Q2 2026 Jul 15, 2026
NewEdge Wealth, LLC History No change 3,715 381 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,689 379 0.01% 0.01% 484 0 0.0% Q2 2026 Jul 14, 2026
Reynders McVeigh Capital Management, LLC History No change 3,682 379 0.02% 0.02% 485 0 0.0% Q2 2026 Sep 15, 2026
Wealth Dimensions Group, Ltd. History No change 3,690 379 0.07% 0.07% 486 0 0.0% Q2 2026 Jul 22, 2026
Physician Wealth Advisors, Inc. History No change 3,675 377 0.05% 0.05% 487 0 0.0% Q2 2026 Jul 20, 2026
HILL ISLAND FINANCIAL LLC History No change 3,675 377 0.08% 0.08% 488 0 0.0% Q2 2026 Aug 11, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 3,658 376 0.09% 0.09% 489 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 3,625 372 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 12, 2026
DWM Financial Group, Inc. History No change 3,874 368 0.33% 0.33% 491 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 3,572 367 0.01% 0.01% 492 0 0.0% Q2 2026 Jul 07, 2026
SIGNATUREFD, LLC History No change 3,551 365 0.0% 0.0% 493 0 0.0% Q2 2026 Jul 23, 2026
Financial Insights, Inc. History No change 3,555 365 0.1% 0.1% 494 0 0.0% Q2 2026 Aug 25, 2026
Arkos Global Advisors History No change 3,538 364 0.04% 0.04% 495 0 0.0% Q2 2026 Aug 14, 2026
MOTIVE WEALTH ADVISORS History No change 3,512 361 0.15% 0.15% 496 0 0.0% Q2 2026 Jul 20, 2026
Apollon Wealth Management, LLC History No change 3,504 360 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 22, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 3,510 360 0.03% 0.03% 498 0 0.0% Q2 2026 Jul 27, 2026
Daiwa Securities Group Inc. History No change 3,450 354 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Planning Group LLC History No change 3,402 351 0.04% 0.04% 500 0 0.0% Q2 2026 Jul 29, 2026
BridgePort Financial Solutions, LLC History No change 3,387 348 0.09% 0.09% 501 0 0.0% Q2 2026 Jul 24, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 3,370 346 0.16% 0.16% 502 0 0.0% Q2 2026 Aug 07, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 3,338 343 0.11% 0.11% 503 0 0.0% Q2 2026 Jul 29, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 3,328 342 0.2% 0.2% 504 0 0.0% Q2 2026 Jul 21, 2026
Snowden Capital Advisors LLC History No change 3,303 339 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 3,274 336 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 23, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,273 336 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 03, 2026
Shum Financial Group, Inc. History No change 3,223 331 0.2% 0.2% 508 0 0.0% Q2 2026 Jul 22, 2026
MOR Wealth Management, LLC History No change 3,216 330 0.13% 0.13% 509 0 0.0% Q2 2026 Aug 06, 2026
RFG Advisory, LLC History No change 3,191 328 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 15, 2026
Kingsview Wealth Management, LLC History No change 3,186 327 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 18, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 3,175 326 0.03% 0.03% 512 0 0.0% Q2 2026 Aug 14, 2026
PW ADVISORS, LLC \ FL History No change 3,161 325 0.22% 0.22% 513 0 0.0% Q2 2026 Aug 06, 2026
NorthCrest Asset Manangement, LLC History No change 3,150 324 0.01% 0.01% 514 0 0.0% Q2 2026 Jul 15, 2026
Avantax Planning Partners, Inc. History No change 3,146 323 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 28, 2026
Abacus Planning Group, Inc. History No change 3,147 323 0.04% 0.04% 516 0 0.0% Q2 2026 Jul 20, 2026
Nadler Financial Group, Inc. History No change 3,130 321 0.03% 0.03% 517 0 0.0% Q2 2026 Jul 29, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,127 321 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 11, 2026
Callan Family Office, LLC History No change 3,104 319 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 11, 2026
Wealth Management Nebraska History No change 3,111 319 0.03% 0.03% 520 0 0.0% Q2 2026 Jul 27, 2026
Metis Global Partners, LLC History No change 3,098 318 0.01% 0.01% 521 0 0.0% Q2 2026 Aug 10, 2026
FIRST HAWAIIAN BANK History No change 3,085 317 0.04% 0.04% 522 0 0.0% Q2 2026 Jul 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 3,080 316 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 3,070 315 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 07, 2026
J. Mark Nickell & Co. History No change 3,073 315 0.25% 0.25% 525 0 0.0% Q2 2026 Aug 11, 2026
Regal Investment Advisors LLC History No change 3,062 314 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 14, 2026
Rockbridge Investment Management, LCC History No change 3,026 311 0.03% 0.03% 527 0 0.0% Q2 2026 Aug 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 3,014 309 0.04% 0.04% 528 0 0.0% Q2 2026 Aug 10, 2026
Tortoise Investment Management, LLC History No change 2,996 308 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History No change 2,972 305 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 07, 2026
Mission Creek Capital Partners, Inc. History No change 2,969 305 0.05% 0.05% 531 0 0.0% Q2 2026 Aug 14, 2026
JGP Wealth Management, LLC History No change 2,941 302 0.03% 0.03% 532 0 0.0% Q2 2026 Jul 07, 2026
XML Financial, LLC History No change 2,943 302 0.02% 0.02% 533 0 0.0% Q2 2026 Jul 24, 2026
CWS Financial Advisors, LLC History No change 2,930 301 0.07% 0.07% 534 0 0.0% Q2 2026 Jul 30, 2026
Crusonia Wealth Advisors LLC History No change 2,910 299 0.05% 0.05% 535 0 0.0% Q2 2026 Jul 30, 2026
MANNING & NAPIER ADVISORS LLC History No change 2,907 298 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 13, 2026
Round Rock Advisors LLC History No change 2,895 297 0.04% 0.04% 537 0 0.0% Q2 2026 Aug 12, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 2,845 292 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 07, 2026
Well Done, LLC History No change 2,833 291 0.04% 0.04% 539 0 0.0% Q2 2026 Jul 24, 2026
Connecticut Wealth Management, LLC History No change 2,835 291 0.01% 0.01% 540 0 0.0% Q2 2026 Jul 29, 2026
NWF Advisory Services Inc. History No change 2,831 291 0.03% 0.03% 541 0 0.0% Q2 2026 Jul 29, 2026
Basecamp Wealth Advisors LLC History No change 2,813 289 0.05% 0.05% 542 0 0.0% Q2 2026 Aug 14, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 2,803 288 0.02% 0.02% 543 0 0.0% Q2 2026 Jul 15, 2026
AE Wealth Management LLC History No change 2,804 288 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 03, 2026
Investment Research Partners LLC History No change 2,801 287 0.1% 0.1% 545 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 2,752 282 0.22% 0.22% 546 0 0.0% Q2 2026 Jul 31, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 2,737 281 0.13% 0.13% 547 0 0.0% Q2 2026 Jul 09, 2026
APS Management Group, Inc. History No change 2,741 281 0.22% 0.22% 548 0 0.0% Q2 2026 Jul 10, 2026
Topel & Distasi Wealth Management, LLC History No change 2,716 279 0.13% 0.13% 549 0 0.0% Q2 2026 Aug 07, 2026
NATURAL INVESTMENTS, LLC History No change 2,710 278 0.06% 0.06% 550 0 0.0% Q2 2026 Jul 31, 2026
Silver Oak Advisory Group, Inc. History No change 2,687 276 0.11% 0.11% 551 0 0.0% Q2 2026 Jul 31, 2026
Prospera Financial Services Inc History No change 2,681 275 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 15, 2026
Kelman-Lazarov, Inc. History No change 2,680 275 0.04% 0.04% 553 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ALLIANCE, LLC History No change 2,664 273 0.02% 0.02% 554 0 0.0% Q2 2026 Aug 11, 2026
American Money Management, LLC History No change 2,617 269 0.04% 0.04% 555 0 0.0% Q2 2026 Aug 13, 2026
Rede Wealth, LLC History No change 2,606 267 0.09% 0.09% 556 0 0.0% Q2 2026 Aug 03, 2026
SmartHarvest Portfolios, LLC History No change 2,601 267 0.09% 0.09% 557 0 0.0% Q2 2026 Aug 04, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 2,576 264 0.11% 0.11% 558 0 0.0% Q2 2026 Jul 14, 2026
COREPATH WEALTH PARTNERS LLC History No change 2,586 264 0.16% 0.16% 559 0 0.0% Q2 2026 Jul 09, 2026
Rossby Financial, LCC History No change 2,568 264 0.05% 0.05% 560 0 0.0% Q2 2026 Aug 04, 2026
Busey Bank History No change 2,560 263 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 13, 2026
Sachetta, LLC History No change 2,544 261 0.13% 0.13% 562 0 0.0% Q2 2026 Jul 15, 2026
Fairlight Advisors History No change 2,533 260 0.21% 0.21% 563 0 0.0% Q2 2026 Jul 24, 2026
WealthSpring Partners, LLC History No change 2,528 259 0.22% 0.22% 564 0 0.0% Q2 2026 Aug 05, 2026
Elmwood Wealth Management, Inc. History No change 2,514 258 0.06% 0.06% 565 0 0.0% Q2 2026 Jul 07, 2026
Fairway Financial, LLC History No change 2,466 253 0.17% 0.17% 566 0 0.0% Q2 2026 Aug 03, 2026
Columbia Bank History No change 2,469 253 0.06% 0.06% 567 0 0.0% Q2 2026 Jul 24, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 2,464 253 0.02% 0.02% 568 0 0.0% Q2 2026 Aug 14, 2026
Essex Bank History No change 2,458 252 0.05% 0.05% 569 0 0.0% Q2 2026 Jul 23, 2026
JSF Financial, LLC History No change 2,460 252 0.04% 0.04% 570 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 2,426 249 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA SECURITIES, LLC History No change 2,418 248 0.02% 0.02% 572 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC History No change 2,414 248 0.02% 0.02% 573 0 0.0% Q3 2026 Oct 01, 2026
WELCH & FORBES LLC History No change 2,396 246 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 30, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,377 244 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 27, 2026
BayBridge Capital Group, LLC History No change 2,369 243 0.13% 0.13% 576 0 0.0% Q2 2026 Jul 14, 2026
Financial Council, LLC History No change 2,355 242 0.08% 0.08% 577 0 0.0% Q2 2026 Aug 04, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 2,330 240 0.05% 0.05% 578 0 0.0% Q3 2026 Oct 05, 2026
Compton Financial Group, LLC History No change 2,341 240 0.05% 0.05% 579 0 0.0% Q2 2026 Aug 12, 2026
MA Private Wealth History No change 2,326 239 0.04% 0.04% 580 0 0.0% Q2 2026 Jul 28, 2026
Midway Capital Research & Management History No change 2,321 238 0.19% 0.19% 581 0 0.0% Q2 2026 Jul 13, 2026
Stewardship Advisors, LLC History No change 2,315 237 0.05% 0.05% 582 0 0.0% Q2 2026 Jul 20, 2026
Kellett Wealth Advisors, LLC History No change 2,295 235 0.11% 0.11% 583 0 0.0% Q2 2026 Jul 23, 2026
Gateway Wealth Partners, LLC History No change 2,288 235 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 04, 2026
WBH ADVISORY INC History No change 2,272 233 0.02% 0.02% 585 0 0.0% Q2 2026 Aug 05, 2026
Liberty Atlantic Advisors LLC History No change 2,261 232 0.17% 0.17% 586 0 0.0% Q2 2026 Jul 21, 2026
Fifth Third Wealth Advisors LLC History No change 2,252 231 0.01% 0.01% 587 0 0.0% Q2 2026 Jul 17, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,244 230 0.02% 0.02% 588 0 0.0% Q2 2026 Jul 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 2,236 229 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 15, 2026
Mengis Capital Management, Inc. History No change 2,221 228 0.03% 0.03% 590 0 0.0% Q2 2026 Jul 28, 2026
ARQ WEALTH ADVISORS, LLC History No change 2,210 228 0.03% 0.03% 591 0 0.0% Q2 2026 Jul 24, 2026
Pekin Hardy Strauss, Inc. History No change 2,210 227 0.02% 0.02% 592 0 0.0% Q2 2026 Jul 30, 2026
ETF Portfolio Partners, Inc. History No change 2,214 227 0.05% 0.05% 593 0 0.0% Q2 2026 Jul 13, 2026
Grey Ledge Advisors, LLC History No change 2,209 227 0.05% 0.05% 594 0 0.0% Q2 2026 Jul 27, 2026
GenWealth Group, Inc. History No change 2,201 226 0.04% 0.04% 595 0 0.0% Q2 2026 Jul 10, 2026
Snider Financial Group History No change 2,207 226 0.06% 0.06% 596 0 0.0% Q2 2026 Jul 14, 2026
LifeGoal Investments, LLC History No change 2,194 225 0.1% 0.1% 597 0 0.0% Q2 2026 Jul 08, 2026
Armstrong, Fleming & Moore, Inc History No change 2,178 223 0.07% 0.07% 598 0 0.0% Q2 2026 Jul 28, 2026
Navigation Group, LLC History No change 2,169 223 0.04% 0.04% 599 0 0.0% Q2 2026 Jul 29, 2026
TPG Financial Advisors, LLC History No change 2,169 222 0.07% 0.07% 600 0 0.0% Q2 2026 Aug 10, 2026
SWEENEY & MICHEL, LLC History No change 2,063 222 0.06% 0.06% 601 0 0.0% Q2 2026 Aug 10, 2026
SeaCrest Wealth Management, LLC History No change 2,155 221 0.02% 0.02% 602 0 0.0% Q2 2026 Jul 09, 2026
Financial Futures Ltd Liability Co. History No change 2,156 221 0.08% 0.08% 603 0 0.0% Q2 2026 Jul 27, 2026
Revolve Wealth Partners, LLC History No change 2,135 219 0.02% 0.02% 604 0 0.0% Q2 2026 Jul 09, 2026
Frankly Finances, LLC History No change 2,130 218 0.17% 0.17% 605 0 0.0% Q2 2026 Jul 15, 2026
Allworth Financial LP History No change 2,119 217 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 11, 2026
Emergent Wealth Advisors, LLC History No change 2,101 216 0.11% 0.11% 607 0 0.0% Q2 2026 Jul 13, 2026
Argyle Capital Partners, LLC History No change 2,107 216 0.14% 0.14% 608 0 0.0% Q2 2026 Aug 07, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 2,100 215 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 04, 2026
Sowell Financial Services LLC History No change 2,097 215 0.01% 0.01% 610 0 0.0% Q2 2026 Jul 17, 2026
Wolff Financial Management LLC History No change 2,099 215 0.04% 0.04% 611 0 0.0% Q2 2026 Jul 16, 2026
MOTCO History No change 2,091 214 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 31, 2026
Kaizen Financial Strategies History No change 2,100 214 0.07% 0.07% 613 0 0.0% Q2 2026 Jul 30, 2026
Capital Advisors Wealth Management, LLC History No change 2,077 213 0.03% 0.03% 614 0 0.0% Q2 2026 Jul 23, 2026
L & S Advisors Inc History No change 2,068 212 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 12, 2026
Eaton Financial Holdings Company, LLC History No change 2,072 212 0.06% 0.06% 616 0 0.0% Q2 2026 Aug 04, 2026
Clarity Asset Management, Inc. History No change 2,041 209 0.1% 0.1% 617 0 0.0% Q2 2026 Jul 16, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 2,032 208 0.06% 0.06% 618 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 2,020 207 0.01% 0.01% 619 0 0.0% Q2 2026 Sep 04, 2026
FC Advisory LLC History New 1,981 204 0.05% — 621 +1,981 New Q3 2026 Oct 05, 2026
DEUTSCHE BANK AG\ History No change 1,986 204 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 1,971 202 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 1,969 202 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 07, 2026
EQ LLC History No change 1,973 202 0.05% 0.05% 624 0 0.0% Q2 2026 Jul 23, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,974 202 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 11, 2026
WPG Advisers, LLC History No change 1,974 202 0.12% 0.12% 626 0 0.0% Q2 2026 Aug 05, 2026
Curry Webb Wealth Management LLC History No change 1,961 201 0.08% 0.08% 627 0 0.0% Q2 2026 Aug 13, 2026
Mallini Complete Financial Planning LLC History No change 1,950 200 0.14% 0.14% 628 0 0.0% Q3 2026 Oct 06, 2026
Old Peak Finance LLC History No change 1,952 200 0.1% 0.1% 629 0 0.0% Q2 2026 Aug 03, 2026
Gould Capital, LLC History No change 1,887 194 0.11% 0.11% 630 0 0.0% Q2 2026 Aug 07, 2026
TOP Private Wealth LLC. History No change 1,870 192 0.18% 0.18% 631 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 1,833 188 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 07, 2026
Finley Financial, LLC History No change 1,830 188 0.08% 0.08% 633 0 0.0% Q2 2026 Jul 08, 2026
CoreCap Advisors, LLC History No change 1,808 185 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 06, 2026
Smartleaf Asset Management LLC History No change 1,775 181 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History No change 1,739 179 0.1% 0.1% 636 0 0.0% Q2 2026 Aug 07, 2026
Johnson Financial Group, Inc. History No change 1,686 173 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 10, 2026
Clean Yield Group History No change 1,682 172 0.04% 0.04% 638 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 1,666 171 0.01% 0.01% 639 0 0.0% Q2 2026 Jul 24, 2026
Russell Investments Group, Ltd. History No change 1,644 169 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 06, 2026
Capital Analysts, LLC History No change 1,479 152 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 05, 2026
Kennebec Savings Bank History No change 1,365 140 0.11% 0.11% 642 0 0.0% Q2 2026 Jul 13, 2026
Princeton Global Asset Management LLC History No change 1,297 133 0.02% 0.02% 643 0 0.0% Q2 2026 Jul 16, 2026
Larson Financial Group LLC History No change 1,251 128 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 1,199 123 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 21, 2026
TD Waterhouse Canada Inc. History No change 1,198 122 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 27, 2026
Fort Vancouver Investment Management, LLC History No change 1,090 112 0.05% 0.05% 647 0 0.0% Q2 2026 Jul 29, 2026
Arax Advisory Partners History No change 1,084 111 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 10, 2026
Addison Advisors LLC History No change 1,063 109 0.05% 0.05% 649 0 0.0% Q2 2026 Aug 10, 2026
Westend Capital Management, LLC History No change 1,030 105 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 07, 2026
Spire Wealth Management History No change 981 100 0.0% 0.0% 651 0 0.0% Q2 2026 Jul 15, 2026
Concord Wealth Partners History No change 967 99 0.01% 0.01% 652 0 0.0% Q2 2026 Jul 27, 2026
CVA Family Office, LLC History No change 957 98 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 937 96 0.02% 0.02% 654 0 0.0% Q2 2026 Jul 24, 2026
Hurley Capital, LLC History No change 929 95 0.05% 0.05% 655 0 0.0% Q2 2026 Aug 10, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 931 95 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 28, 2026
Trust Co History No change 882 90 0.01% 0.01% 657 0 0.0% Q2 2026 Jul 10, 2026
STANCE CAPITAL LLC History No change 871 89 0.03% 0.03% 658 0 0.0% Q2 2026 Aug 14, 2026
Kilter Group LLC History No change 833 85 0.03% 0.03% 659 0 0.0% Q2 2026 Aug 11, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 796 82 0.05% 0.05% 661 +33 4.33% Q3 2026 Oct 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 799 82 0.05% 0.05% 660 0 0.0% Q2 2026 Jul 21, 2026
BFSG, LLC History No change 783 80 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 20, 2026
Financial Gravity Companies, Inc. History No change 772 79 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 763 78 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 765 78 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 06, 2026
4Thought Financial Group Inc. History No change 767 78 0.04% 0.04% 666 0 0.0% Q2 2026 Jul 28, 2026
Pacifica Partners Inc. History No change 750 77 0.02% 0.02% 667 0 0.0% Q2 2026 Jul 13, 2026
AMERICAN NATIONAL BANK & TRUST History No change 725 74 0.01% 0.01% 668 0 0.0% Q3 2026 Oct 07, 2026
Redwood Park Advisors LLC History No change 711 73 0.05% 0.05% 669 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 707 72 0.02% 0.02% 670 0 0.0% Q2 2026 Jul 23, 2026
Gen-Wealth Partners Inc History No change 703 72 0.02% 0.02% 671 0 0.0% Q2 2026 Aug 10, 2026
Keating Financial Advisory Services, Inc. History No change 710 72 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 691 71 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Corp History No change 685 70 0.01% 0.01% 674 0 0.0% Q2 2026 Aug 03, 2026
Pacific Center for Financial Services History No change 673 69 0.02% 0.02% 675 0 0.0% Q2 2026 Aug 05, 2026
Smithfield Trust Co History No change 658 68 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 05, 2026
DT Investment Partners, LLC History No change 670 68 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 27, 2026
Harbor Asset Planning, Inc. History No change 670 68 0.05% 0.05% 678 0 0.0% Q2 2026 Jul 22, 2026
Ancora Advisors LLC History No change 657 67 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 645 66 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 20, 2026
Nalls Sherbakoff Group, LLC History No change 647 66 0.05% 0.05% 681 0 0.0% Q2 2026 Aug 17, 2026
StrongBox Wealth, LLC History No change 646 66 0.02% 0.02% 682 0 0.0% Q2 2026 Jul 23, 2026
Evolution Advisers, Inc. History No change 650 66 0.02% 0.02% 683 0 0.0% Q2 2026 Jul 31, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 620 63 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 14, 2026
Seneschal Advisors, LLC History No change 615 63 0.04% 0.04% 685 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 592 60 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 13, 2026
Your Advocates Ltd., LLP History No change 577 59 0.02% 0.02% 687 0 0.0% Q2 2026 Aug 05, 2026
UMB Bank, n.a. History No change 568 58 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 551 56 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 29, 2026
Center for Financial Planning, Inc. History No change 549 56 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 21, 2026
MCF Advisors LLC History No change 537 55 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 517 53 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 479 49 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 477 49 0.01% 0.01% 694 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 434 44 0.01% 0.01% 695 0 0.0% Q2 2026 Jul 17, 2026
BLUELINE ADVISORS LLC History No change 437 44 0.03% 0.03% 696 0 0.0% Q2 2026 Jul 27, 2026
Downshift Financial, LLC History No change 427 43 0.02% 0.02% 697 0 0.0% Q2 2026 Aug 12, 2026
TD Capital Management LLC History No change 411 42 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 06, 2026
NBT BANK, N.A. History No change 402 41 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 29, 2026
North Star Investment Management Corp. History No change 367 37 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 353 36 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 07, 2026
Creative Capital Management Investments LLC History No change 321 33 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 24, 2026
Winthrop Capital Management, LLC History No change 323 33 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 320 32 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 06, 2026
Founders Financial Alliance, LLC History No change 305 31 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 04, 2026
Coston, McIsaac & Partners History No change 302 31 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 299 30 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 20, 2026
Rossmore Private Capital History No change 300 30 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 31, 2026
JFS WEALTH ADVISORS, LLC History No change 265 27 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 10, 2026
HM PAYSON & CO History No change 260 26 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 17, 2026
JDM Financial Group LLC History No change 254 26 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 17, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 232 23 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 20, 2026
Investors Research Corp History Reduced 217 22 0.0% 0.01% 714 -372 -63.16% Q3 2026 Oct 07, 2026
Crewe Advisors LLC History No change 221 22 0.0% 0.0% 713 0 0.0% Q2 2026 Jul 23, 2026
Longview Financial Advisors LLC History No change 222 22 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 14, 2026
GW&K Investment Management, LLC History No change 208 21 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 12, 2026
Investors Portfolio Services LLC History No change 211 21 0.02% 0.02% 717 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 185 19 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 13, 2026
Centerpoint Advisors, LLC History No change 178 18 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 176 17 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 22, 2026
United Financial Planning Group LLC History No change 169 17 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 06, 2026
BOKF, NA History No change 160 16 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 10, 2026
CX Institutional History No change 157 16 0.0% 0.0% 723 0 0.0% Q3 2026 Oct 02, 2026
Copia Wealth Management History No change 164 16 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 138 14 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 145 14 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 28, 2026
Godfrey Financial Associates, Inc. History No change 141 14 0.01% 0.01% 727 0 0.0% Q2 2026 Aug 11, 2026
Strategic Wealth Advisors LLC History No change 149 14 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 134 13 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 10, 2026
Vision Retirement, LLC History No change 126 12 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 21, 2026
Financial Avengers, Inc. History No change 102 10 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 18, 2026
Signature Resources Capital Management, LLC History No change 99 10 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 13, 2026
Cherry Tree Wealth Management, LLC History No change 89 9 0.0% 0.0% 733 0 0.0% Q2 2026 Sep 15, 2026
JPL Wealth Management, LLC History No change 92 9 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 82 8 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 79 8 0.0% 0.0% 736 0 0.0% Q2 2026 Jul 21, 2026
Founders Capital Management History No change 73 7 0.0% 0.0% 737 0 0.0% Q2 2026 Jul 21, 2026
Front Row Advisors LLC History No change 66 7 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 59 6 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 14, 2026
BESSEMER GROUP INC History No change 61 6 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 12, 2026
Commonwealth Retirement Investments LLC History No change 63 6 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 03, 2026
Buck Wealth Strategies, LLC History No change 62 6 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 55 5 0.0% 0.0% 743 0 0.0% Q2 2026 Jul 27, 2026
LifeSteps Financial, Inc. History No change 50 5 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 17, 2026
Provenance Wealth Advisors, LLC History No change 52 5 0.0% 0.0% 745 0 0.0% Q2 2026 Jul 24, 2026
Horizons Wealth Management History New 47 4 0.0% — 749 +47 New Q3 2026 Oct 05, 2026
WealthShield Partners, LLC History No change 40 4 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 12, 2026
Lodestone Wealth Management LLC History No change 41 4 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 23, 2026
Millstone Evans Group, LLC History No change 44 4 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 11, 2026
BARRETT & COMPANY, INC. History No change 27 2 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 24, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 24 2 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 22 2 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 20 2 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 13 1 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 18 1 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 16, 2026
Hilton Head Capital Partners, LLC History No change 11 1 0.0% 0.0% 756 0 0.0% Q2 2026 Jul 27, 2026
Glassman Wealth Services History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Measured Wealth Private Client Group, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Davis Capital Management History No change 9 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Portfolio Resources Advisor Group, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
MASECO LLP History No change 8 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Key Capital Management, INC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026