iShares, Inc. - ESGE

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 16,489,651 901,819 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 5,936,258 324,654 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 5,462,480 298,743 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 4,655,004 254,582 0.61% 0.61% 4 0 0.0% Q2 2026 Aug 12, 2026
WIT, LLC History No change 4,518,911 247,139 3.95% 3.95% 5 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 3,292,738 180,079 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 3,042,236 166,380 0.28% 0.28% 7 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 2,822,780 152,176 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
TIAA Wealth Investment Management LLC History No change 2,776,338 149,672 1.0% 1.0% 9 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,621,901 143,391 0.03% 0.03% 10 0 0.0% Q2 2026 Sep 23, 2026
Wealthfront Advisers LLC History No change 2,516,931 137,650 0.26% 0.26% 11 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 2,026,010 110,802 0.06% 0.06% 12 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 1,907,808 104,338 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 1,781,398 97,424 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 1,718,903 94,006 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,703,590 93,169 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 1,299,752 71,763 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,288,929 70,491 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 1,283,116 70,173 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
Acorns Advisers, LLC History No change 1,187,994 64,971 0.42% 0.42% 20 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,041,491 56,959 0.2% 0.2% 21 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 932,491 50,997 0.06% 0.06% 22 0 0.0% Q2 2026 Aug 19, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 734,756 40,502 0.48% 0.48% 23 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 730,940 39,975 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 718,646 39,302 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 693,861 37,947 0.11% 0.11% 26 0 0.0% Q2 2026 Aug 04, 2026
ROYAL BANK OF CANADA History No change 665,440 36,394 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 622,173 34,026 0.42% 0.42% 28 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD BANCORP History No change 564,283 30,860 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 500,000 27,345 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
IMPACTfolio, LLC History No change 498,176 27,245 10.26% 10.26% 31 0 0.0% Q2 2026 Jul 22, 2026
Envestnet Portfolio Solutions, Inc. History No change 425,195 23,253 0.11% 0.11% 32 0 0.0% Q2 2026 Sep 23, 2026
FIDUCIARY TRUST CO History No change 407,888 22,307 0.24% 0.24% 33 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 363,923 19,902 0.03% 0.03% 34 0 0.0% Q2 2026 Jul 29, 2026
HighTower Advisors, LLC History No change 349,451 19,111 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 339,722 18,579 0.09% 0.09% 36 0 0.0% Q2 2026 Aug 18, 2026
EASTERN BANK History Reduced 336,114 18,203 0.28% 0.28% 37 -2,980 -0.88% Q3 2026 Oct 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 331,003 18,102 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 322,945 17,661 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 319,148 17,454 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 312,630 17,097 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 280,372 15,184 0.18% 0.19% 42 -1,377 -0.49% Q3 2026 Oct 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 262,736 14,369 0.21% 0.21% 43 0 0.0% Q2 2026 Jul 14, 2026
PARK AVENUE SECURITIES LLC History No change 249,207 13,629 0.09% 0.09% 44 0 0.0% Q2 2026 Jul 20, 2026
ALLIANCEBERNSTEIN L.P. History No change 282,277 12,835 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 205,792 11,254 0.01% 0.01% 46 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 193,007 10,555 0.16% 0.16% 47 0 0.0% Q2 2026 Aug 06, 2026
Forefront Analytics, LLC History No change 192,398 10,522 11.43% 11.43% 48 0 0.0% Q2 2026 Aug 12, 2026
Composition Wealth, LLC History No change 186,685 10,209 0.12% 0.12% 49 0 0.0% Q2 2026 Jul 22, 2026
MML INVESTORS SERVICES, LLC History No change 174,125 9,522 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 07, 2026
MARSHALL WACE, LLP History No change 170,076 9,301 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 13, 2026
Ally Invest Advisors Inc. History No change 169,049 9,245 0.56% 0.56% 52 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 168,404 9,210 0.08% 0.08% 53 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 171,457 9,204 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 166,631 9,113 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 04, 2026
Intergy Private Wealth, LLC History No change 163,205 8,925 2.06% 2.06% 56 0 0.0% Q2 2026 Jul 17, 2026
CITIGROUP INC History No change 159,429 8,719 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 03, 2026
Modera Wealth Management, LLC History No change 155,700 8,515 0.09% 0.09% 58 0 0.0% Q2 2026 Aug 03, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 153,284 8,383 0.42% 0.42% 59 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 150,083 8,208 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 148,882 8,142 0.02% 0.02% 61 0 0.0% Q2 2026 Jul 27, 2026
Stanich Group LLC History No change 147,616 8,072 5.08% 5.08% 62 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Advisors, LLC History No change 139,626 7,636 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 132,262 7,233 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 12, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 130,114 7,115 0.47% 0.47% 65 0 0.0% Q2 2026 Jul 14, 2026
Laurel Wealth Planning LLC History No change 128,745 7,041 3.12% 3.12% 66 0 0.0% Q2 2026 Jul 30, 2026
Steward Partners Investment Advisory, LLC History No change 127,903 6,995 0.04% 0.04% 67 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 126,515 6,919 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 06, 2026
BROWN ADVISORY INC History No change 123,954 6,779 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 121,454 6,642 0.15% 0.15% 70 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 120,456 6,567 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 113,898 6,229 0.03% 0.03% 72 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History No change 109,539 5,990 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 107,893 5,900 0.36% 0.36% 74 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 106,171 5,806 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
BAILARD, INC. History No change 104,287 5,703 0.12% 0.12% 76 0 0.0% Q2 2026 Jul 30, 2026
Wealthspire Advisors, LLC History No change 101,665 5,560 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 100,292 5,484 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 100,200 5,479 1.61% 1.61% 79 0 0.0% Q2 2026 Jul 28, 2026
Financial Engines Advisors L.L.C. History No change 95,940 5,246 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 94,530 5,169 0.88% 0.88% 81 0 0.0% Q2 2026 Jul 23, 2026
Mirae Asset Global Investments Co., Ltd. History No change 92,730 5,071 0.01% 0.01% 82 0 0.0% Q2 2026 Jul 22, 2026
Sand Hill Global Advisors, LLC History No change 92,355 5,050 0.15% 0.15% 83 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 92,013 5,032 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 91,220 4,886 0.01% 0.01% 85 0 0.0% Q2 2026 Jul 15, 2026
CABOT WEALTH MANAGEMENT INC History No change 88,811 4,857 0.49% 0.49% 86 0 0.0% Q2 2026 Jul 31, 2026
Janney Montgomery Scott LLC History No change 88,721 4,852 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 05, 2026
Savant Capital, LLC History No change 85,133 4,655 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 84,868 4,641 0.01% 0.01% 89 0 0.0% Q2 2026 Jul 30, 2026
Rockefeller Capital Management L.P. History No change 83,930 4,590 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 13, 2026
Centennial Bank/AR/ History No change 80,250 4,388 1.41% 1.41% 91 0 0.0% Q2 2026 Aug 10, 2026
North Berkeley Wealth Management, LLC History No change 77,840 4,257 1.72% 1.72% 92 0 0.0% Q2 2026 Jul 28, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 75,966 4,154 0.52% 0.52% 93 0 0.0% Q2 2026 Jul 27, 2026
Baird Financial Group, Inc. History No change 70,631 3,862 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 12, 2026
AlTi Global, Inc. History No change 70,186 3,838 0.08% 0.08% 95 0 0.0% Q2 2026 Aug 05, 2026
Robertson Stephens Wealth Management, LLC History No change 70,005 3,828 0.09% 0.09% 96 0 0.0% Q2 2026 Jul 29, 2026
&PARTNERS History No change 69,962 3,826 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 14, 2026
Atomic Invest LLC History No change 70,239 3,788 0.33% 0.33% 98 0 0.0% Q2 2026 Sep 25, 2026
Farther Finance Advisors, LLC History No change 68,299 3,734 0.03% 0.03% 99 0 0.0% Q2 2026 Jul 17, 2026
Apella Capital, LLC History No change 70,927 3,731 0.05% 0.05% 100 0 0.0% Q2 2026 Jul 08, 2026
GeoWealth Management, LLC History No change 66,693 3,647 0.11% 0.11% 101 0 0.0% Q2 2026 Jul 30, 2026
Perigon Wealth Management, LLC History No change 64,509 3,528 0.06% 0.06% 102 0 0.0% Q2 2026 Aug 07, 2026
QUADRANT CAPITAL GROUP LLC History No change 63,089 3,450 0.09% 0.09% 103 0 0.0% Q2 2026 Aug 14, 2026
Koss-Olinger Consulting, LLC History No change 61,944 3,387 0.26% 0.26% 104 0 0.0% Q2 2026 Aug 10, 2026
BOKF, NA History No change 61,437 3,359 0.05% 0.05% 105 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 60,404 3,303 0.04% 0.04% 106 0 0.0% Q2 2026 Aug 12, 2026
SOFI WEALTH, LLC History No change 59,148 3,234 0.13% 0.13% 107 0 0.0% Q2 2026 Aug 10, 2026
CRUX WEALTH ADVISORS History No change 59,144 3,234 1.12% 1.12% 108 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Management, LLC History No change 58,417 3,194 1.09% 1.09% 109 0 0.0% Q2 2026 Jul 07, 2026
Wescott Financial Advisory Group, LLC History No change 58,079 3,176 0.25% 0.25% 110 0 0.0% Q2 2026 Aug 04, 2026
TRUE BLUE FINANCIAL, LLC History No change 58,081 3,176 1.34% 1.34% 111 0 0.0% Q2 2026 Jul 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 57,159 3,126 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
Blue Edge Capital, LLC History No change 55,892 3,056 0.37% 0.37% 113 0 0.0% Q2 2026 Aug 14, 2026
Avise Financial Cooperative, Inc. History No change 53,840 2,944 2.09% 2.09% 114 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 53,593 2,930 0.03% 0.03% 115 0 0.0% Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 53,144 2,906 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 52,988 2,897 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 51,050 2,791 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
Affiance Financial, LLC History No change 50,876 2,782 0.4% 0.4% 119 0 0.0% Q2 2026 Jul 09, 2026
Impact Investors, Inc History No change 50,744 2,775 2.03% 2.03% 120 0 0.0% Q2 2026 Jul 31, 2026
Orion Porfolio Solutions, LLC History No change 50,724 2,774 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 50,519 2,762 0.0% 0.0% 122 0 0.0% Q2 2026 Sep 02, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 50,353 2,753 0.01% 0.01% 123 0 0.0% Q2 2026 Jul 28, 2026
HB Wealth Management, LLC History No change 48,249 2,638 0.01% 0.01% 124 0 0.0% Q2 2026 Jul 29, 2026
One Wealth Advisors, LLC History No change 46,912 2,565 0.28% 0.28% 125 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 46,725 2,555 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 46,287 2,532 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Pitcairn Wealth Advisors LLC History No change 45,683 2,498 0.27% 0.27% 128 0 0.0% Q2 2026 Aug 10, 2026
OneDigital Investment Advisors LLC History No change 45,550 2,491 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 06, 2026
One Capital Management, LLC History No change 53,260 2,421 0.07% 0.07% 130 0 0.0% Q2 2026 Aug 13, 2026
Bear Mountain Capital, Inc. History No change 45,810 2,407 0.7% 0.7% 131 0 0.0% Q2 2026 Jul 20, 2026
Brookstone Capital Management History No change 42,824 2,342 0.02% 0.02% 132 0 0.0% Q2 2026 Jul 15, 2026
JNBA Financial Advisors History No change 42,317 2,314 0.18% 0.18% 133 0 0.0% Q2 2026 Jul 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 42,275 2,312 0.03% 0.03% 134 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 41,579 2,273 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
XY Planning Network, Inc. History No change 41,579 2,273 0.29% 0.29% 136 0 0.0% Q2 2026 Jul 14, 2026
Heritage Wealth Advisors History No change 41,252 2,256 0.08% 0.08% 137 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 41,232 2,254 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
Midwest Financial Partners Investments, Inc. History No change 40,998 2,242 0.93% 0.93% 139 0 0.0% Q2 2026 Jul 15, 2026
Vise Technologies, Inc. History No change 40,097 2,192 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History No change 39,969 2,185 0.06% 0.06% 141 0 0.0% Q2 2026 Jul 07, 2026
EP Wealth Advisors, LLC History No change 39,567 2,163 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 39,118 2,139 0.13% 0.13% 143 0 0.0% Q2 2026 Aug 10, 2026
Birchwood Financial Partners, Inc. History No change 38,731 2,118 1.73% 1.73% 144 0 0.0% Q2 2026 Aug 06, 2026
Alaska Wealth Advisors, LLC History No change 38,634 2,112 0.23% 0.23% 145 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 38,589 2,110 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
Haverford Trust Co History No change 37,866 2,070 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 37,773 2,065 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
Legacy Edge Advisors, LLC History No change 37,375 2,044 0.19% 0.19% 149 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 37,361 2,043 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 17, 2026
Integrated Wealth Concepts LLC History No change 37,247 2,037 0.01% 0.01% 151 0 0.0% Q2 2026 Sep 08, 2026
Aptus Capital Advisors, LLC History No change 37,082 2,028 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 12, 2026
Davis Wealth Advisors, LLC History No change 36,669 2,005 1.55% 1.55% 153 0 0.0% Q2 2026 Aug 14, 2026
Baron Financial Group, LLC History No change 36,366 1,988 0.95% 0.95% 154 0 0.0% Q2 2026 Jul 09, 2026
NorthRock Partners, LLC History No change 35,948 1,965 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 35,533 1,943 0.03% 0.03% 156 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History No change 34,244 1,872 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 04, 2026
Merit Financial Group, LLC History No change 33,860 1,851 0.01% 0.01% 158 0 0.0% Q2 2026 Jul 20, 2026
Wealth Architects, LLC History No change 33,604 1,837 0.15% 0.15% 159 0 0.0% Q2 2026 Jul 23, 2026
Wealth Advisory Team LLC History No change 32,895 1,799 1.46% 1.46% 160 0 0.0% Q2 2026 Jul 23, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 32,786 1,793 0.18% 0.18% 161 0 0.0% Q2 2026 Jul 28, 2026
Omega Financial Group, LLC History No change 32,629 1,784 0.54% 0.54% 162 0 0.0% Q2 2026 Jul 21, 2026
CreativeOne Wealth, LLC History No change 32,409 1,772 0.04% 0.04% 163 0 0.0% Q2 2026 Aug 13, 2026
Vision Capital Management, Inc. History No change 31,802 1,739 0.2% 0.2% 164 0 0.0% Q2 2026 Aug 10, 2026
eCIO, Inc. History No change 31,670 1,732 0.49% 0.49% 165 0 0.0% Q2 2026 Jul 27, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 31,278 1,710 1.02% 1.02% 166 0 0.0% Q2 2026 Aug 05, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 30,686 1,678 0.07% 0.07% 167 0 0.0% Q2 2026 Jul 21, 2026
Savvy Advisors, Inc. History No change 30,395 1,662 0.04% 0.04% 168 0 0.0% Q2 2026 Aug 03, 2026
STALEY CAPITAL ADVISERS INC History No change 30,000 1,640 0.06% 0.06% 169 0 0.0% Q2 2026 Aug 11, 2026
Horst & Graben Wealth Management LLC History No change 30,678 1,629 0.21% 0.21% 170 0 0.0% Q2 2026 Jul 22, 2026
JMG Financial Group, Ltd. History No change 29,701 1,624 0.04% 0.04% 171 0 0.0% Q2 2026 Jul 31, 2026
Sharkey, Howes & Javer History No change 29,321 1,603 0.19% 0.19% 172 0 0.0% Q2 2026 Jul 09, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 29,187 1,596 0.79% 0.79% 173 0 0.0% Q2 2026 Aug 13, 2026
Equita Financial Network, Inc. History No change 28,878 1,579 0.44% 0.44% 174 0 0.0% Q2 2026 Jul 29, 2026
Perennial Investment Advisors, LLC History No change 28,674 1,568 0.1% 0.1% 175 0 0.0% Q2 2026 Aug 14, 2026
Integris Wealth Management, LLC History No change 28,005 1,531 0.31% 0.31% 176 0 0.0% Q2 2026 Jul 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 27,600 1,509 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 13, 2026
NOTTINGHAM ADVISORS, INC. History No change 29,290 1,492 0.18% 0.18% 178 0 0.0% Q2 2026 Jul 27, 2026
EQ LLC History No change 27,251 1,490 0.37% 0.37% 179 0 0.0% Q2 2026 Jul 23, 2026
Torren Management, LLC History No change 27,109 1,482 0.75% 0.75% 180 0 0.0% Q2 2026 Jul 10, 2026
Compound Planning, Inc. History No change 27,094 1,481 0.04% 0.04% 181 0 0.0% Q2 2026 Aug 04, 2026
SAGE FINANCIAL GROUP INC History No change 26,784 1,464 0.08% 0.08% 182 0 0.0% Q2 2026 Jul 21, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 26,763 1,463 0.03% 0.03% 183 0 0.0% Q2 2026 Jul 17, 2026
Weil Company, Inc. History No change 26,393 1,443 0.25% 0.25% 184 0 0.0% Q2 2026 Aug 05, 2026
WESBANCO BANK INC History No change 26,382 1,442 0.04% 0.04% 185 0 0.0% Q2 2026 Jul 28, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 26,526 1,436 0.12% 0.12% 186 -126 -0.47% Q3 2026 Oct 07, 2026
Physician Wealth Advisors, Inc. History No change 25,699 1,405 0.17% 0.17% 187 0 0.0% Q2 2026 Jul 20, 2026
Maia Wealth LLC History No change 25,612 1,400 0.21% 0.21% 188 0 0.0% Q2 2026 Jul 28, 2026
Johnson Financial Group, Inc. History No change 25,427 1,390 0.05% 0.05% 189 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 25,185 1,377 0.03% 0.03% 190 0 0.0% Q2 2026 Jul 29, 2026
Balanced Rock Investment Advisors LLC History No change 25,159 1,375 0.86% 0.86% 191 0 0.0% Q2 2026 Aug 14, 2026
Trilogy Capital Inc. History No change 25,047 1,369 0.05% 0.05% 192 0 0.0% Q2 2026 Jul 02, 2026
Kestra Advisory Services, LLC History No change 24,951 1,364 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 28, 2026
SigFig Wealth Management, LLC History Reduced 24,974 1,352 0.03% 0.04% 194 -571 -2.24% Q3 2026 Oct 07, 2026
RTD Financial Advisors, Inc. History No change 24,595 1,345 0.15% 0.15% 195 0 0.0% Q2 2026 Jul 13, 2026
McKinley Carter Wealth Services, Inc. History No change 24,162 1,321 0.07% 0.07% 196 0 0.0% Q2 2026 Jul 28, 2026
Amundi History No change 24,115 1,318 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 23,849 1,304 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 23,493 1,284 0.02% 0.02% 199 0 0.0% Q2 2026 Jul 28, 2026
SEEDS INVESTOR LLC History No change 23,281 1,273 0.13% 0.13% 200 0 0.0% Q2 2026 Aug 12, 2026
Pure Financial Advisors, LLC History No change 23,082 1,262 0.02% 0.02% 201 0 0.0% Q2 2026 Aug 14, 2026
Greykasell Wealth Strategies, Inc. History No change 22,782 1,245 0.45% 0.45% 202 0 0.0% Q2 2026 Aug 11, 2026
LFA - Lugano Financial Advisors SA History No change 22,721 1,242 0.75% 0.75% 203 0 0.0% Q2 2026 Jul 28, 2026
CENTRAL TRUST Co History No change 21,085 1,153 0.02% 0.02% 204 0 0.0% Q2 2026 Jul 31, 2026
Trust Co History No change 20,775 1,136 0.1% 0.1% 205 0 0.0% Q2 2026 Jul 10, 2026
Mascoma Wealth Management LLC History No change 20,620 1,127 0.21% 0.21% 206 0 0.0% Q2 2026 Jul 24, 2026
Brooklyn FI, LLC History No change 21,640 1,127 0.21% 0.21% 207 0 0.0% Q2 2026 Aug 04, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 20,599 1,126 0.18% 0.18% 208 0 0.0% Q2 2026 Aug 06, 2026
Western Wealth Management, LLC History No change 20,386 1,114 0.04% 0.04% 209 0 0.0% Q2 2026 Aug 14, 2026
Columbia Bank History No change 20,210 1,105 0.25% 0.25% 210 0 0.0% Q2 2026 Jul 24, 2026
Jordan Park Group LLC History No change 20,089 1,098 0.06% 0.06% 211 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 19,811 1,083 0.03% 0.03% 212 0 0.0% Q2 2026 Jul 28, 2026
SageView Advisory Group, LLC History No change 19,668 1,075 0.04% 0.04% 213 0 0.0% Q2 2026 Aug 10, 2026
REGATTA CAPITAL GROUP, LLC History No change 19,609 1,072 0.14% 0.14% 214 0 0.0% Q2 2026 Aug 12, 2026
Van Hulzen Asset Management, LLC History No change 19,514 1,067 0.08% 0.08% 215 0 0.0% Q2 2026 Aug 13, 2026
Decker Retirement Planning Inc. History No change 19,462 1,064 0.36% 0.36% 216 0 0.0% Q2 2026 Jul 16, 2026
Connecticut Wealth Management, LLC History No change 19,372 1,059 0.04% 0.04% 217 0 0.0% Q2 2026 Jul 29, 2026
Diversified Enterprises, LLC History No change 19,075 1,043 0.05% 0.05% 218 0 0.0% Q2 2026 Jul 31, 2026
Cresset Asset Management, LLC History No change 18,825 1,029 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 18,470 1,010 0.15% 0.15% 220 0 0.0% Q2 2026 Aug 10, 2026
Madrid Wealth Management, LLC History No change 18,478 1,010 0.66% 0.66% 221 0 0.0% Q2 2026 Jul 31, 2026
MGO ONE SEVEN LLC History No change 18,239 997 0.02% 0.02% 222 0 0.0% Q2 2026 Jul 31, 2026
Krilogy Financial LLC History No change 18,172 993 0.03% 0.03% 223 0 0.0% Q2 2026 Jul 27, 2026
Concurrent Investment Advisors, LLC History No change 18,132 991 0.01% 0.01% 224 0 0.0% Q2 2026 Jul 27, 2026
Prism Advisors, Inc. History No change 18,021 985 0.24% 0.24% 225 0 0.0% Q2 2026 Jul 24, 2026
Bond & Devick Financial Network, Inc. History No change 17,828 975 0.24% 0.24% 226 0 0.0% Q2 2026 Jul 16, 2026
Aureum Wealth Management, LLC History No change 17,779 972 0.6% 0.6% 227 0 0.0% Q2 2026 Jul 22, 2026
COMMERCE BANK History No change 17,566 960 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 12, 2026
MainStreet Investment Advisors LLC History No change 17,510 957 0.13% 0.13% 229 0 0.0% Q2 2026 Aug 12, 2026
Napier Financial, LLC History No change 17,366 949 0.2% 0.2% 230 0 0.0% Q2 2026 Jul 31, 2026
Benchmark Financial, LLC History No change 17,243 943 0.77% 0.77% 231 0 0.0% Q2 2026 Jul 21, 2026
Morling Financial Advisors, LLC History No change 17,117 936 0.26% 0.26% 232 0 0.0% Q2 2026 Aug 06, 2026
Modern Wealth Management, LLC History No change 17,075 933 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 13, 2026
OLIO Financial Planning History No change 16,910 924 0.23% 0.23% 234 0 0.0% Q2 2026 Jul 17, 2026
HUNTINGTON NATIONAL BANK History No change 16,654 910 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
BIRCHBROOK, INC. History No change 16,567 906 0.43% 0.43% 236 0 0.0% Q2 2026 Jul 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 16,650 901 0.02% 0.02% 237 -660 -3.81% Q3 2026 Oct 05, 2026
WHITTIER TRUST CO History No change 16,461 889 0.01% 0.01% 238 0 0.0% Q2 2026 Jul 27, 2026
Diversify Advisory Services, LLC History No change 17,403 889 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 17,403 889 0.01% 0.01% 240 0 0.0% Q2 2026 Jul 29, 2026
RFG Advisory, LLC History No change 15,817 865 0.01% 0.01% 241 0 0.0% Q2 2026 Jul 15, 2026
Arax Advisory Partners History No change 15,776 862 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 10, 2026
Hardy Reed LLC History No change 15,626 854 0.05% 0.05% 243 0 0.0% Q2 2026 Aug 03, 2026
OpenArc Corporate Advisory, LLC History No change 15,616 854 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 05, 2026
Fund Evaluation Group, LLC History No change 15,605 853 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 07, 2026
Keel Point, LLC History No change 15,376 840 0.05% 0.05% 246 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 15,352 839 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 15,319 838 0.02% 0.02% 248 0 0.0% Q2 2026 Aug 05, 2026
Ameraudi Asset Management, Inc. History No change 15,284 835 0.38% 0.38% 249 0 0.0% Q2 2026 Aug 06, 2026
White Lighthouse Investment Management Inc. History No change 15,192 830 0.1% 0.1% 250 0 0.0% Q2 2026 Aug 04, 2026
Boston Standard Wealth Management, LLC History Reduced 15,314 829 0.12% 0.12% 251 -91 -0.59% Q3 2026 Oct 07, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 15,062 823 0.04% 0.04% 252 0 0.0% Q2 2026 Jul 20, 2026
Yukon Wealth Management, Inc. History No change 14,861 812 0.23% 0.23% 253 0 0.0% Q2 2026 Aug 14, 2026
Fort Point Capital Partners LLC History No change 14,603 798 0.06% 0.06% 254 0 0.0% Q2 2026 Aug 14, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 14,422 788 0.03% 0.03% 255 0 0.0% Q2 2026 Jul 13, 2026
Schneider Downs Wealth Management Advisors, LP History No change 14,388 786 0.07% 0.07% 256 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 14,154 774 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 28, 2026
Shepherd Financial Partners LLC History No change 14,159 774 0.06% 0.06% 258 0 0.0% Q2 2026 Aug 10, 2026
PFG Investments, LLC History No change 14,079 769 0.03% 0.03% 259 0 0.0% Q2 2026 Jul 23, 2026
Facet Wealth, Inc. History No change 13,893 759 0.01% 0.01% 260 0 0.0% Q2 2026 Jul 27, 2026
Ethos Financial Group, LLC History No change 15,429 756 0.05% 0.05% 261 0 0.0% Q2 2026 Aug 07, 2026
Sage Advisory Services, Ltd.Co. History No change 13,639 746 0.37% 0.37% 262 0 0.0% Q2 2026 Jul 22, 2026
CIBC Asset Management Inc History No change 13,610 744 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 13,538 740 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 13,464 736 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 13, 2026
Portland Global Advisors LLC History No change 13,275 726 0.07% 0.07% 266 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 13,237 723 0.05% 0.05% 267 0 0.0% Q2 2026 Jul 30, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 13,210 722 0.04% 0.04% 268 0 0.0% Q2 2026 Aug 12, 2026
Summit Wealth Group, LLC History No change 13,120 717 0.15% 0.15% 269 0 0.0% Q2 2026 Aug 04, 2026
Tortoise Investment Management, LLC History No change 12,859 703 0.05% 0.05% 270 0 0.0% Q2 2026 Aug 07, 2026
Capital Advantage, Inc. History No change 12,805 700 0.09% 0.09% 271 0 0.0% Q2 2026 Jul 13, 2026
Diversified Trust Co History No change 12,772 698 0.01% 0.01% 272 0 0.0% Q2 2026 Jul 17, 2026
PDS Planning, Inc History No change 12,750 697 0.04% 0.04% 273 0 0.0% Q2 2026 Aug 05, 2026
New England Private Wealth Advisors LLC History No change 12,736 696 0.07% 0.07% 274 0 0.0% Q2 2026 Aug 04, 2026
World Investment Advisors History No change 15,114 692 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 13, 2026
Focus Financial Network, Inc. History No change 12,583 688 0.02% 0.02% 276 0 0.0% Q2 2026 Jul 09, 2026
Pine Haven Investment Counsel, Inc History No change 12,573 687 0.46% 0.46% 277 0 0.0% Q2 2026 Jul 08, 2026
Regal Investment Advisors LLC History No change 12,540 685 0.04% 0.04% 278 0 0.0% Q2 2026 Aug 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 12,520 684 0.05% 0.05% 279 0 0.0% Q2 2026 Jul 16, 2026
A&I FINANCIAL SERVICES, LLC History No change 12,506 683 0.3% 0.3% 280 0 0.0% Q2 2026 Jul 09, 2026
UMB Bank, n.a. History No change 12,481 682 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 12,334 674 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 03, 2026
B. Riley Wealth Advisors, Inc. History No change 12,480 672 0.04% 0.04% 283 0 0.0% Q2 2026 Jul 14, 2026
CGN Advisors LLC History No change 12,267 670 0.05% 0.05% 284 0 0.0% Q2 2026 Jul 06, 2026
ZENITH SOLUTIONS, INC. History No change 12,174 665 0.6% 0.6% 285 0 0.0% Q2 2026 Aug 03, 2026
MA Private Wealth History No change 12,096 661 0.1% 0.1% 286 0 0.0% Q2 2026 Jul 28, 2026
Federation des caisses Desjardins du Quebec History No change 12,015 657 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
Mountain Capital Investment Advisors Inc. History No change 11,971 654 0.09% 0.09% 288 0 0.0% Q2 2026 Jul 14, 2026
Bell Investment Advisors, Inc History No change 11,914 651 0.1% 0.1% 289 0 0.0% Q2 2026 Aug 06, 2026
Shotwell Rutter Baer Inc History No change 11,873 649 0.36% 0.36% 290 0 0.0% Q2 2026 Jul 21, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 11,807 645 0.17% 0.17% 291 0 0.0% Q2 2026 Jul 16, 2026
TriaGen Wealth Management LLC History No change 11,737 641 0.16% 0.16% 292 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Advisory Partners LLC History No change 11,643 636 0.01% 0.01% 293 0 0.0% Q2 2026 Jul 09, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 11,712 634 0.18% 0.19% 295 +296 2.59% Q3 2026 Oct 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 11,593 634 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 11,558 632 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 27, 2026
Advisory Solutions Group, LLC History No change 11,559 632 0.21% 0.21% 297 0 0.0% Q2 2026 Jul 29, 2026
Midwest Trust Co History No change 11,440 625 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 04, 2026
Range Advisory, LLC History No change 11,241 614 0.07% 0.07% 299 0 0.0% Q2 2026 Sep 02, 2026
Plancorp, LLC History No change 11,820 610 0.01% 0.01% 300 0 0.0% Q2 2026 Jul 14, 2026
Cambridge Financial Group, LLC History No change 11,065 605 0.19% 0.19% 301 0 0.0% Q3 2026 Oct 06, 2026
WASHINGTON TRUST BANK History No change 10,916 596 0.04% 0.04% 302 0 0.0% Q2 2026 Aug 05, 2026
Private Wealth Management Group, LLC History No change 10,902 596 0.14% 0.14% 303 0 0.0% Q2 2026 Jul 27, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 10,892 595 0.14% 0.14% 304 0 0.0% Q2 2026 Jul 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 10,782 589 0.02% 0.02% 305 0 0.0% Q2 2026 Jul 22, 2026
HSBC HOLDINGS PLC History No change 10,709 585 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 14, 2026
Foster Group, Inc. History No change 10,699 585 0.02% 0.02% 307 0 0.0% Q2 2026 Jul 07, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 10,572 578 0.06% 0.06% 308 0 0.0% Q2 2026 Jul 22, 2026
Falcon Wealth Planning History No change 10,517 575 0.04% 0.04% 309 0 0.0% Q2 2026 Jul 13, 2026
Xena Financial Planning, LLC History No change 10,458 571 0.55% 0.55% 310 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 10,424 570 0.05% 0.05% 311 0 0.0% Q2 2026 Jul 16, 2026
Garde Capital, Inc. History No change 10,318 564 0.03% 0.03% 312 0 0.0% Q2 2026 Jul 31, 2026
Gemmer Asset Management LLC History No change 10,267 561 0.04% 0.04% 313 0 0.0% Q2 2026 Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 10,196 557 0.01% 0.01% 314 0 0.0% Q2 2026 Jul 14, 2026
Larson Financial Group LLC History No change 10,084 551 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 14, 2026
BlueStem Wealth Partners, LLC History No change 9,977 545 0.05% 0.05% 316 0 0.0% Q2 2026 Aug 11, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 9,958 544 0.08% 0.08% 317 0 0.0% Q2 2026 Jul 22, 2026
BLB&B Advisors, LLC History No change 9,939 543 0.02% 0.02% 318 0 0.0% Q2 2026 Aug 05, 2026
Meridian Wealth Partners, LLC History No change 9,831 537 0.07% 0.07% 319 0 0.0% Q2 2026 Aug 12, 2026
Navigation Group, LLC History No change 9,584 524 0.1% 0.1% 320 0 0.0% Q2 2026 Jul 29, 2026
RW Investment Management LLC History No change 9,474 518 0.05% 0.05% 321 0 0.0% Q2 2026 Aug 06, 2026
Onyx Bridge Wealth Group LLC History No change 9,308 509 0.05% 0.05% 322 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 9,293 508 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 03, 2026
ASPIRIANT, LLC History No change 9,300 508 0.01% 0.01% 324 0 0.0% Q2 2026 Jul 20, 2026
Plum Street Advisors, LLC History No change 9,290 508 0.16% 0.16% 325 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 9,253 506 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 11, 2026
McAdam, LLC History No change 9,229 504 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 04, 2026
TME FINANCIAL, INC. History No change 9,000 492 0.3% 0.3% 328 0 0.0% Q2 2026 Jul 23, 2026
Montecito Bank & Trust History No change 8,837 478 0.07% 0.07% 329 0 0.0% Q3 2026 Oct 01, 2026
Caprock Group, LLC History No change 8,718 476 0.01% 0.01% 330 0 0.0% Q2 2026 Jul 27, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 8,686 475 0.13% 0.13% 331 0 0.0% Q2 2026 Jul 24, 2026
Argentarii, LLC History No change 9,000 472 0.14% 0.14% 332 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 8,600 470 0.01% 0.01% 333 0 0.0% Q2 2026 Jul 24, 2026
Keystone Financial Services History No change 8,577 469 0.12% 0.12% 334 0 0.0% Q2 2026 Aug 05, 2026
Great Diamond Partners, LLC History No change 8,509 465 0.08% 0.08% 335 0 0.0% Q2 2026 Jul 17, 2026
PRIVATE TRUST CO NA History No change 8,470 463 0.04% 0.04% 336 0 0.0% Q2 2026 Jul 28, 2026
AE Wealth Management LLC History No change 8,404 459 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 03, 2026
EverSource Wealth Advisors, LLC History No change 8,280 452 0.02% 0.02% 338 0 0.0% Q2 2026 Jul 24, 2026
MOLLER WEALTH PARTNERS History No change 8,256 451 0.08% 0.08% 339 0 0.0% Q2 2026 Jul 15, 2026
Pathstone Holdings, LLC History No change 8,249 451 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 13, 2026
RED REEF ADVISORS LLC History No change 8,239 450 0.42% 0.42% 341 0 0.0% Q2 2026 Jul 23, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 8,222 449 0.19% 0.19% 342 0 0.0% Q2 2026 Jul 16, 2026
GenTrust, LLC History No change 8,128 444 0.02% 0.02% 343 0 0.0% Q2 2026 Aug 06, 2026
SEVEN MILE ADVISORY History No change 8,103 443 0.3% 0.3% 344 0 0.0% Q2 2026 Aug 13, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 8,024 438 0.02% 0.02% 345 0 0.0% Q2 2026 Jul 28, 2026
Valeo Financial Advisors, LLC History No change 8,025 438 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 08, 2026
Richard P Slaughter Associates Inc History No change 7,945 434 0.09% 0.09% 347 0 0.0% Q2 2026 Jul 13, 2026
GC Wealth Management RIA, LLC History No change 7,948 434 0.03% 0.03% 348 0 0.0% Q2 2026 Jul 16, 2026
WEALTH ALLIANCE, LLC History No change 7,923 433 0.04% 0.04% 349 0 0.0% Q2 2026 Aug 11, 2026
Williams & Novak, LLC History No change 7,846 429 0.28% 0.28% 350 0 0.0% Q2 2026 Jul 08, 2026
Ellevest, Inc. History No change 169,106 428 0.05% 0.05% 351 0 0.0% Q2 2026 Aug 10, 2026
Per Stirling Capital Management, LLC. History No change 7,764 424 0.04% 0.04% 352 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 7,667 419 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 7,632 417 0.03% 0.03% 354 0 0.0% Q2 2026 Aug 04, 2026
McCartney Wealth Management LLC History No change 7,563 413 0.31% 0.31% 355 0 0.0% Q2 2026 Aug 03, 2026
Hoxton Planning & Management, LLC History No change 7,493 409 0.11% 0.11% 356 0 0.0% Q2 2026 Jul 16, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,457 407 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 13, 2026
Community Bank, N.A. History No change 7,379 403 0.04% 0.04% 358 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 8,882 403 0.02% 0.02% 359 0 0.0% Q2 2026 Jul 09, 2026
SCS Capital Management LLC History No change 7,280 398 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 06, 2026
LifePlan Investment Advisors, Inc. History No change 7,207 394 0.14% 0.14% 361 0 0.0% Q2 2026 Aug 11, 2026
THEORY FINANCIAL LLC History No change 7,180 392 0.12% 0.12% 362 0 0.0% Q2 2026 Jul 31, 2026
Avior Wealth Management, LLC History No change 7,161 391 0.01% 0.01% 363 0 0.0% Q2 2026 Jul 07, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 7,164 391 0.06% 0.06% 364 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 7,138 390 0.02% 0.02% 365 0 0.0% Q2 2026 Jul 23, 2026
Ryan Investment Management, Inc. History No change 7,139 390 0.18% 0.18% 366 0 0.0% Q2 2026 Jul 07, 2026
Cypress Wealth Services, LLC History No change 7,122 389 0.05% 0.05% 367 0 0.0% Q2 2026 Jul 10, 2026
RHS Financial, LLC History No change 7,067 386 0.16% 0.16% 368 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Partners, LTD. History No change 7,009 383 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 3,968 381 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 03, 2026
CoreCap Advisors, LLC History No change 6,964 380 0.01% 0.01% 371 0 0.0% Q2 2026 Jul 06, 2026
Noble Wealth Partners LLC History No change 6,960 380 0.33% 0.33% 372 0 0.0% Q2 2026 Jul 24, 2026
Cranbrook Wealth Management, LLC History No change 6,940 379 0.07% 0.07% 373 0 0.0% Q2 2026 Aug 06, 2026
Sharper & Granite LLC History No change 6,846 374 0.12% 0.12% 374 0 0.0% Q2 2026 Jul 16, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 6,777 370 0.03% 0.03% 375 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Financial Management LLC History No change 6,730 368 0.3% 0.3% 376 0 0.0% Q2 2026 Aug 28, 2026
Freestone Capital Holdings, LLC History No change 6,721 367 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 31, 2026
Warren Street Wealth Advisors, LLC History No change 6,717 367 0.08% 0.08% 378 0 0.0% Q2 2026 Jul 22, 2026
Laird Norton Wetherby Trust Company, LLC History No change 6,693 366 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History No change 6,700 366 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 31, 2026
CAPE ANN SAVINGS BANK History No change 6,668 364 0.17% 0.17% 381 0 0.0% Q2 2026 Aug 04, 2026
Topel & Distasi Wealth Management, LLC History No change 6,607 361 0.17% 0.17% 382 0 0.0% Q2 2026 Aug 07, 2026
Atria Investments, Inc History No change 6,521 356 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 28, 2026
Hughes Financial Services, LLC History No change 6,512 356 0.05% 0.05% 384 0 0.0% Q2 2026 Jul 20, 2026
Winter & Associates, Inc. History No change 6,524 356 0.27% 0.27% 385 0 0.0% Q2 2026 Jul 09, 2026
Tempus Wealth Planning, LLC History No change 6,457 353 0.07% 0.07% 386 0 0.0% Q2 2026 Jul 22, 2026
Causey Wealth LLC History No change 6,462 353 0.14% 0.14% 387 0 0.0% Q2 2026 Aug 11, 2026
Keener Financial Planning LLC History No change 6,451 352 0.13% 0.13% 388 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Planning Group LLC History No change 6,742 351 0.04% 0.04% 389 0 0.0% Q2 2026 Jul 29, 2026
Peak Financial Management, Inc. History No change 6,412 350 0.08% 0.08% 390 0 0.0% Q2 2026 Jul 20, 2026
Venturi Wealth Management, LLC History No change 6,374 348 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 20, 2026
R. W. Roge & Company, Inc. History No change 6,365 348 0.15% 0.15% 392 0 0.0% Q2 2026 Jul 31, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 7,628 346 0.06% 0.06% 393 0 0.0% Q2 2026 Aug 03, 2026
Continuum Advisory, LLC History No change 6,337 346 0.03% 0.03% 394 0 0.0% Q2 2026 Aug 06, 2026
BRIGHTON JONES LLC History No change 6,247 341 0.01% 0.01% 395 0 0.0% Q2 2026 Aug 11, 2026
WT Wealth Management History No change 6,248 341 0.09% 0.09% 396 0 0.0% Q2 2026 Jul 22, 2026
Aaron Wealth Advisors LLC History No change 6,219 340 0.02% 0.02% 397 0 0.0% Q2 2026 Jul 16, 2026
Capasso Planning Partners LLC History No change 6,187 338 0.17% 0.17% 398 0 0.0% Q2 2026 Aug 18, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 6,124 334 0.05% 0.05% 399 0 0.0% Q2 2026 Jul 24, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 6,091 333 0.03% 0.03% 400 0 0.0% Q2 2026 Sep 02, 2026
SPINNAKER TRUST History No change 6,061 331 0.02% 0.02% 401 0 0.0% Q2 2026 Aug 03, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 6,037 330 0.02% 0.02% 402 0 0.0% Q2 2026 Jul 13, 2026
Apollon Wealth Management, LLC History No change 5,980 327 0.0% 0.0% 403 0 0.0% Q2 2026 Jul 22, 2026
Empowered Funds, LLC History No change 5,971 326 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 14, 2026
Bigelow Investment Advisors, LLC History No change 5,975 326 0.12% 0.12% 405 0 0.0% Q2 2026 Jul 30, 2026
Kingsview Wealth Management, LLC History No change 5,890 322 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 18, 2026
Sage Mountain Advisors LLC History No change 5,876 321 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 05, 2026
Armstrong, Fleming & Moore, Inc History No change 5,786 316 0.1% 0.1% 408 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 5,766 315 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 14, 2026
West Wealth Group, LLC History No change 5,718 312 0.05% 0.05% 410 0 0.0% Q2 2026 Aug 06, 2026
Strategic Blueprint, LLC History No change 5,675 310 0.02% 0.02% 411 0 0.0% Q2 2026 Jul 23, 2026
Morton Brown Family Wealth, LLC History No change 5,650 308 0.07% 0.07% 412 0 0.0% Q2 2026 Jul 21, 2026
W ADVISORS, LLC History No change 5,639 308 0.14% 0.14% 413 0 0.0% Q2 2026 Jul 31, 2026
Financial Planning Fort Collins, LLC History No change 5,661 302 0.23% 0.23% 414 0 0.0% Q2 2026 Jul 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 5,500 300 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 14, 2026
Financial Futures Ltd Liability Co. History No change 5,451 298 0.11% 0.11% 416 0 0.0% Q2 2026 Jul 27, 2026
KPP Advisory Services LLC History No change 5,453 298 0.04% 0.04% 417 0 0.0% Q2 2026 Jul 24, 2026
ROGCO, LP History No change 5,398 295 0.09% 0.09% 418 0 0.0% Q2 2026 Jul 30, 2026
GLENMEDE TRUST CO NA History No change 5,383 294 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 5,338 291 0.01% 0.01% 420 0 0.0% Q2 2026 Jul 31, 2026
Keystone Wealth Services, LLC History No change 5,321 291 0.05% 0.05% 421 0 0.0% Q2 2026 Aug 05, 2026
Freedom Investment Management, Inc. History No change 5,284 288 0.08% 0.08% 422 0 0.0% Q2 2026 Aug 10, 2026
WEALTHGARDEN F.S. LLC History No change 5,278 288 0.16% 0.16% 423 0 0.0% Q2 2026 Jul 31, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,144 281 0.01% 0.01% 424 0 0.0% Q2 2026 Jul 23, 2026
Institute for Wealth Management, LLC. History No change 5,153 281 0.02% 0.02% 425 0 0.0% Q2 2026 Jul 28, 2026
Keebeck Wealth Management History No change 5,091 278 0.03% 0.03% 426 0 0.0% Q2 2026 Aug 11, 2026
Old Peak Finance LLC History No change 5,094 278 0.13% 0.13% 427 0 0.0% Q2 2026 Aug 03, 2026
Bison Wealth, LLC History No change 5,097 275 0.03% 0.03% 428 0 0.0% Q2 2026 Jul 07, 2026
Bogart Wealth, LLC History No change 5,019 274 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 24, 2026
Francis Financial, Inc. History No change 5,025 274 0.04% 0.04% 430 0 0.0% Q2 2026 Aug 10, 2026
COURIER CAPITAL LLC History No change 4,968 271 0.01% 0.01% 431 0 0.0% Q2 2026 Jul 16, 2026
Veridan Wealth LLC History No change 4,965 271 0.09% 0.09% 432 0 0.0% Q2 2026 Aug 10, 2026
Odyssey Group, LLC History No change 4,961 271 0.07% 0.07% 433 0 0.0% Q2 2026 Aug 14, 2026
Etesian Wealth Advisors, Inc. History No change 4,953 270 0.08% 0.08% 434 0 0.0% Q2 2026 Jul 23, 2026
Rossby Financial, LCC History No change 4,936 269 0.05% 0.05% 435 0 0.0% Q2 2026 Aug 04, 2026
Traveka Wealth, LLC History No change 4,915 268 0.09% 0.09% 436 0 0.0% Q2 2026 Jul 21, 2026
Armbruster Capital Management, Inc. History No change 4,900 267 0.04% 0.04% 437 0 0.0% Q2 2026 Jul 16, 2026
PFG Advisors History No change 4,843 264 0.01% 0.01% 438 0 0.0% Q2 2026 Jul 16, 2026
Gladstone Institutional Advisory LLC History No change 4,842 264 0.01% 0.01% 439 0 0.0% Q2 2026 Jul 27, 2026
Elmwood Wealth Management, Inc. History No change 4,810 263 0.07% 0.07% 440 0 0.0% Q2 2026 Jul 07, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 4,788 261 0.03% 0.03% 441 0 0.0% Q2 2026 Aug 12, 2026
VERUS CAPITAL PARTNERS, LLC History No change 4,790 261 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 06, 2026
CFM WEALTH PARTNERS LLC History No change 4,739 259 0.03% 0.03% 443 0 0.0% Q2 2026 Aug 07, 2026
Heritage Family Offices, LLP History No change 4,733 258 0.1% 0.1% 444 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 4,733 258 0.1% 0.1% 445 0 0.0% Q2 2026 Jul 06, 2026
VALLEY NATIONAL ADVISERS INC History No change 4,669 255 0.03% 0.03% 446 0 0.0% Q2 2026 Jul 29, 2026
Worth Financial Advisory Group, LLC History No change 4,659 254 0.11% 0.11% 447 0 0.0% Q2 2026 Jul 30, 2026
Asempa Wealth Advisors History Reduced 4,673 253 0.19% 0.22% 448 -806 -14.71% Q3 2026 Oct 07, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 4,622 252 0.02% 0.02% 449 0 0.0% Q2 2026 Jul 27, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 4,600 251 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 4,590 251 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 21, 2026
Csenge Advisory Group History No change 4,597 251 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 10, 2026
True Link Financial Advisors, LLC History No change 4,605 251 0.01% 0.01% 453 0 0.0% Q2 2026 Jul 31, 2026
JB Capital LLC History No change 4,604 251 0.01% 0.01% 454 0 0.0% Q2 2026 Jul 29, 2026
Oregon Pacific Wealth Management, LLC History No change 4,575 250 0.23% 0.23% 455 0 0.0% Q2 2026 Jul 22, 2026
Plan A Wealth LLC History No change 4,489 245 0.1% 0.1% 456 0 0.0% Q2 2026 Jul 14, 2026
EFG International AG History No change 4,452 243 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 4,415 241 0.02% 0.02% 458 0 0.0% Q2 2026 Jul 16, 2026
Leverty Financial Group, LLC History No change 4,393 240 0.05% 0.05% 459 0 0.0% Q2 2026 Jul 10, 2026
Eley Financial Management, Inc History No change 4,398 240 0.08% 0.08% 460 0 0.0% Q2 2026 Aug 11, 2026
Gen-Wealth Partners Inc History No change 4,387 239 0.07% 0.07% 461 0 0.0% Q2 2026 Aug 10, 2026
1ST SOURCE BANK History No change 4,364 238 0.01% 0.01% 462 0 0.0% Q2 2026 Aug 06, 2026
DeDora Capital, Inc. History No change 4,362 238 0.05% 0.05% 463 0 0.0% Q2 2026 Jul 13, 2026
Fifth Third Wealth Advisors LLC History No change 4,359 238 0.01% 0.01% 464 0 0.0% Q2 2026 Jul 17, 2026
Livet Wealth, LLC History No change 4,362 238 0.14% 0.14% 465 0 0.0% Q2 2026 Jul 28, 2026
MBE Wealth Management, LLC History No change 4,339 237 0.08% 0.08% 466 0 0.0% Q2 2026 Jul 24, 2026
Tradition Wealth Management, LLC History No change 4,328 236 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 11, 2026
Symmetry Partners, LLC History No change 4,272 233 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 23, 2026
SK Wealth Management, LLC History No change 4,466 233 0.05% 0.05% 469 0 0.0% Q2 2026 Aug 11, 2026
DWR WEALTH MANAGEMENT, LLC History No change 4,336 233 0.17% 0.17% 470 0 0.0% Q2 2026 Jul 07, 2026
Fingerlakes Wealth Management, Inc. History No change 4,247 232 0.12% 0.12% 471 0 0.0% Q2 2026 Jul 23, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 4,217 230 0.06% 0.06% 472 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 4,171 228 0.02% 0.02% 473 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial, LLC History No change 4,161 227 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 12, 2026
Liberty Atlantic Advisors LLC History No change 4,136 226 0.16% 0.16% 475 0 0.0% Q2 2026 Jul 21, 2026
Integrity Advisory Solutions, LLC History No change 4,115 225 0.02% 0.02% 476 0 0.0% Q2 2026 Jul 31, 2026
VERITY Wealth Advisors History No change 4,062 222 0.13% 0.13% 477 0 0.0% Q2 2026 Jul 16, 2026
Bright Futures Wealth Management, LLC. History No change 4,075 222 0.14% 0.14% 478 0 0.0% Q2 2026 Jul 24, 2026
Capital Asset Advisory Services LLC History No change 4,047 221 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 4,041 221 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 06, 2026
Family Investment Center, Inc. History No change 4,057 221 0.04% 0.04% 481 0 0.0% Q2 2026 Jul 23, 2026
Financial Alternatives, Inc History No change 4,047 221 0.11% 0.11% 482 0 0.0% Q2 2026 Aug 10, 2026
SENTINEL TRUST CO LBA History No change 4,022 220 0.02% 0.02% 483 0 0.0% Q2 2026 Jul 13, 2026
SWEENEY & MICHEL, LLC History No change 4,175 219 0.06% 0.06% 484 0 0.0% Q2 2026 Aug 10, 2026
Rockbridge Investment Management, LCC History No change 3,965 216 0.02% 0.02% 485 0 0.0% Q2 2026 Aug 14, 2026
Hamrick Investment Counsel, llc History No change 3,965 216 0.14% 0.14% 486 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 3,941 215 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY COUNSELLING INC History No change 3,930 214 0.53% 0.53% 488 0 0.0% Q2 2026 Aug 03, 2026
Addison Advisors LLC History No change 3,914 214 0.1% 0.1% 489 0 0.0% Q2 2026 Aug 10, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 3,910 213 0.13% 0.13% 490 0 0.0% Q2 2026 Jul 28, 2026
Brewster Financial Planning LLC History No change 3,896 213 0.12% 0.12% 491 0 0.0% Q2 2026 Jul 14, 2026
Darden Wealth Group Inc History No change 3,903 213 0.08% 0.08% 492 0 0.0% Q2 2026 Aug 06, 2026
Bangor Savings Bank History Reduced 3,931 212 0.02% 0.02% 494 -772 -16.42% Q3 2026 Oct 06, 2026
VANGUARD ADVISERS INC History No change 3,878 212 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 13, 2026
Sovereign Financial Group, Inc. History No change 3,865 211 0.03% 0.03% 495 0 0.0% Q2 2026 Jul 24, 2026
Values Added Financial LLC History No change 3,864 211 0.08% 0.08% 496 0 0.0% Q2 2026 Jul 27, 2026
BSW Wealth Partners History No change 3,847 210 0.02% 0.02% 497 0 0.0% Q2 2026 Jul 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 3,858 210 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 3,823 209 0.09% 0.09% 499 0 0.0% Q2 2026 Aug 07, 2026
Evergreen Private Wealth LLC History No change 3,805 208 0.08% 0.08% 500 0 0.0% Q2 2026 Jul 23, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 3,749 205 0.05% 0.05% 501 0 0.0% Q2 2026 Jul 24, 2026
Orin Green Financial, LLC History No change 3,755 205 0.08% 0.08% 502 0 0.0% Q2 2026 Jul 13, 2026
Ascent Group, LLC History No change 3,720 203 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 03, 2026
Chicago Wealth Management, Inc. History No change 3,698 202 0.07% 0.07% 504 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 3,698 202 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 05, 2026
Trek Financial, LLC History No change 3,697 202 0.01% 0.01% 506 0 0.0% Q2 2026 Aug 13, 2026
Shared Vision Wealth Group LLC History No change 3,709 202 0.07% 0.07% 507 0 0.0% Q2 2026 Jul 31, 2026
Dorsey & Whitney Trust CO LLC History No change 3,659 200 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 3,642 196 0.01% 0.01% 509 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Wealth Strategies, LLC History No change 3,514 192 0.1% 0.1% 510 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 3,483 190 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 13, 2026
UNION SAVINGS BANK History No change 3,493 190 0.08% 0.08% 512 0 0.0% Q2 2026 Jul 23, 2026
TFC Financial Management, Inc. History No change 3,425 187 0.02% 0.02% 513 0 0.0% Q2 2026 Jul 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,417 181 0.01% 0.01% 514 0 0.0% Q2 2026 Jul 22, 2026
Urban Financial Advisory Corp History No change 3,235 176 0.05% 0.05% 515 0 0.0% Q2 2026 Aug 06, 2026
American Capital Advisory, LLC History No change 2,834 154 0.06% 0.06% 516 0 0.0% Q2 2026 Jul 28, 2026
MANNING & NAPIER ADVISORS LLC History No change 2,783 152 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 2,688 147 0.0% 0.0% 518 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 2,690 147 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 2,482 135 0.03% 0.03% 520 0 0.0% Q2 2026 Aug 14, 2026
Finley Financial, LLC History No change 2,420 132 0.05% 0.05% 521 0 0.0% Q2 2026 Jul 08, 2026
AlphaCore Capital LLC History No change 2,257 123 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 06, 2026
GGM Financial LLC History No change 2,238 122 0.05% 0.05% 523 0 0.0% Q2 2026 Jul 23, 2026
TSFG, LLC History No change 2,200 120 0.02% 0.02% 524 0 0.0% Q2 2026 Jul 23, 2026
MOTCO History No change 2,184 119 0.01% 0.01% 525 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 2,038 111 0.0% 0.0% 526 0 0.0% Q2 2026 Jul 15, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 2,004 109 0.03% 0.03% 527 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History No change 1,990 108 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 07, 2026
Rosenberg Matthew Hamilton History No change 1,946 105 0.02% 0.02% 529 0 0.0% Q3 2026 Oct 05, 2026
WPG Advisers, LLC History No change 1,907 104 0.06% 0.06% 530 0 0.0% Q2 2026 Aug 05, 2026
Godfrey Financial Associates, Inc. History No change 1,895 103 0.08% 0.08% 531 0 0.0% Q2 2026 Aug 11, 2026
Founders Financial Alliance, LLC History No change 1,817 99 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 04, 2026
PRUDENTIAL PLC History No change 1,800 98 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 13, 2026
Gould Capital, LLC History No change 1,797 98 0.05% 0.05% 534 0 0.0% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History No change 1,759 96 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 10, 2026
Clean Yield Group History No change 1,708 93 0.02% 0.02% 536 0 0.0% Q2 2026 Aug 05, 2026
Covestor Ltd History No change 1,692 93 0.05% 0.05% 537 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 1,594 87 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 07, 2026
Frankly Finances, LLC History No change 1,593 87 0.07% 0.07% 539 0 0.0% Q2 2026 Jul 15, 2026
WealthCollab, LLC History No change 1,562 85 0.03% 0.03% 540 0 0.0% Q2 2026 Aug 10, 2026
4Thought Financial Group Inc. History No change 1,487 81 0.04% 0.04% 541 0 0.0% Q2 2026 Jul 28, 2026
North Star Investment Management Corp. History No change 1,446 79 0.0% 0.0% 542 0 0.0% Q2 2026 Jul 28, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,445 79 0.05% 0.05% 543 0 0.0% Q2 2026 Jul 21, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 1,331 72 0.02% 0.02% 544 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,274 69 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 1,142 64 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 05, 2026
C M BIDWELL & ASSOCIATES LTD History No change 1,104 60 0.02% 0.02% 547 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,100 59 0.01% 0.01% 548 0 0.0% Q3 2026 Oct 07, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,107 58 0.0% 0.0% 549 0 0.0% Q2 2026 Jul 27, 2026
Nalls Sherbakoff Group, LLC History No change 1,046 57 0.04% 0.04% 550 0 0.0% Q2 2026 Aug 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,007 55 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 934 51 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 16, 2026
GAMMA Investing LLC History No change 931 50 0.0% 0.0% 553 0 0.0% Q2 2026 Jul 07, 2026
Hurley Capital, LLC History No change 889 48 0.02% 0.02% 554 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 869 47 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 06, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 853 46 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History No change 842 46 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 10, 2026
Winthrop Capital Management, LLC History No change 824 45 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 13, 2026
Dunhill Financial, LLC History No change 769 42 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 07, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 734 39 0.03% 0.03% 560 +12 1.66% Q3 2026 Oct 07, 2026
BOK Financial Private Wealth, Inc. History No change 701 38 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 711 38 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 22, 2026
Vision Retirement, LLC History No change 704 38 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 21, 2026
HOWE & RUSLING INC History No change 667 36 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 651 35 0.0% 0.0% 565 0 0.0% Q2 2026 Jul 21, 2026
IFP Advisors, Inc History No change 591 32 0.0% 0.0% 566 0 0.0% Q2 2026 Jul 20, 2026
NBT BANK, N.A. History No change 578 31 0.0% 0.0% 567 0 0.0% Q2 2026 Jul 29, 2026
TOMPKINS FINANCIAL CORP History No change 590 31 0.0% 0.0% 568 0 0.0% Q3 2026 Oct 05, 2026
FAS Wealth Partners, Inc. History No change 518 28 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 29, 2026
First Bancorp, Inc /ME/ History No change 462 25 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 11, 2026
Rice Partnership, LLC History No change 474 25 0.0% 0.0% 571 0 0.0% Q2 2026 Jul 29, 2026
CVA Family Office, LLC History No change 475 25 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 420 22 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 375 21 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 395 21 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 23, 2026
Highland Investment Advisors LLC History No change 393 21 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 375 20 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 373 20 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 14, 2026
Buck Wealth Strategies, LLC History No change 366 20 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Advisors LLC History No change 466 20 0.02% 0.02% 580 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 354 19 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 360 19 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 12, 2026
Timbuktu Capital Management, LLC History No change 341 18 0.03% 0.03% 583 0 0.0% Q2 2026 Aug 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 325 17 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 20, 2026
BLUELINE ADVISORS LLC History No change 313 17 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 27, 2026
Commonwealth Retirement Investments LLC History No change 294 16 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Investment Partners, Inc. History No change 290 15 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 13, 2026
Bravera Wealth History No change 290 15 0.01% 0.01% 588 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Bancorp, Inc. History No change 260 14 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 28, 2026
JDM Financial Group LLC History No change 241 13 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 17, 2026
Ares Financial Consulting, LLC History No change 241 13 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 09, 2026
WealthShield Partners, LLC History No change 236 12 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 12, 2026
Tradewinds Capital Management, LLC History No change 214 11 0.0% 0.0% 593 0 0.0% Q2 2026 Jul 23, 2026
TD Waterhouse Canada Inc. History No change 212 11 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 27, 2026
AMERIFLEX GROUP, INC. History No change 204 11 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 205 11 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 11, 2026
Centerpoint Advisors, LLC History No change 178 10 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 05, 2026
Center for Financial Planning, Inc. History No change 199 10 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History No change 191 10 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 22, 2026
MASECO LLP History No change 165 9 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 05, 2026
Harbor Asset Planning, Inc. History No change 167 9 0.01% 0.01% 601 0 0.0% Q2 2026 Jul 22, 2026
CDKV HOLDINGS LLC History No change 172 9 0.01% 0.01% 602 0 0.0% Q2 2026 Jul 30, 2026
Midway Capital Research & Management History No change 178 9 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 13, 2026
Hanson & Doremus Investment Management History No change 138 8 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 160 8 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 07, 2026
Cape Investment Advisory, Inc. History No change 158 8 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 23, 2026
1 NORTH WEALTH SERVICES LLC History No change 145 7 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 03, 2026
Front Row Advisors LLC History No change 120 6 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 89 5 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 12, 2026
Abound Wealth Management History No change 100 5 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 87 4 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 28, 2026
Tidemark, LLC History No change 81 4 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 10, 2026
Noble Wealth Management PBC History No change 87 4 0.0% 0.0% 613 0 0.0% Q3 2026 Oct 01, 2026
Capital Investment Advisory Services, LLC History No change 66 3 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 23, 2026
WELLINGTON-ALTUS USA INC. History No change 85 3 0.0% 0.0% 615 0 0.0% Q2 2026 Sep 17, 2026
Concord Wealth Partners History No change 72 3 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 27, 2026
Signature Resources Capital Management, LLC History No change 61 3 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 13, 2026
JPL Wealth Management, LLC History No change 72 3 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 64 3 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 24, 2026
BARRETT & COMPANY, INC. History No change 43 2 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 24, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 40 2 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 27, 2026
Portfolio Resources Advisor Group, Inc. History No change 45 2 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 29, 2026
XP Advisory US, Inc. History No change 49 2 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Advisors History No change 26 1 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 26 1 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 11, 2026
Caitlin John, LLC History No change 23 1 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 17, 2026
Financial Life Planners History No change 27 1 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 21, 2026
Key Capital Management, INC History No change 29 1 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 27, 2026
Retirement Wealth Solutions LLC History Reduced 7 0 — — — -1 -12.5% Q3 2026 Oct 07, 2026
Financial Gravity Companies, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Glassman Wealth Services History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Realta Investment Advisors History No change 13 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Key FInancial Inc History No change 17 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Davis Capital Management History No change 12 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
RMG Wealth Management LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 27, 2026
3Chopt Investment Partners, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Hilton Head Capital Partners, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 14, 2026