iSHARES TRUST - ESGU

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 13,667,632 2,236,981 0.14% 0.14% 1 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 11,759,389 1,911,371 0.11% 0.11% 2 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 5,586,428 914,330 0.11% 0.11% 3 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 4,697,103 763,467 5.1% 5.1% 4 0 0.0% Q2 2026 Aug 10, 2026
Betterment LLC History No change 4,058,596 664,270 1.12% 1.12% 5 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 3,914,328 640,658 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 2,748,033 449,770 0.86% 0.86% 7 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 2,678,106 438,326 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
Acorns Advisers, LLC History No change 2,646,512 433,154 2.82% 2.82% 9 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 2,343,264 383,522 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,064,131 337,836 0.08% 0.08% 11 0 0.0% Q2 2026 Sep 23, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,336,785 218,791 0.75% 0.75% 12 0 0.0% Q2 2026 Aug 10, 2026
LPL Financial LLC History No change 1,291,785 211,426 0.05% 0.05% 13 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 1,279,895 209,480 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,070,042 175,133 0.09% 0.09% 15 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 708,529 115,964 1.26% 1.26% 16 0 0.0% Q2 2026 Aug 13, 2026
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje History No change 519,600 85,042 16.43% 16.43% 17 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 514,461 84,201 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
Empower Advisory Group, LLC History No change 510,183 83,501 0.2% 0.2% 19 0 0.0% Q2 2026 Aug 12, 2026
Composition Wealth, LLC History No change 380,376 62,256 0.73% 0.73% 20 0 0.0% Q2 2026 Jul 22, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 362,915 59,398 0.07% 0.07% 21 0 0.0% Q2 2026 Jul 29, 2026
Ally Invest Advisors Inc. History No change 350,467 57,360 3.46% 3.46% 22 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 340,370 55,710 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 328,566 53,776 0.26% 0.26% 24 0 0.0% Q2 2026 Sep 23, 2026
Creative Planning History No change 317,597 51,981 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 314,851 51,531 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 19, 2026
HighTower Advisors, LLC History No change 312,666 51,174 0.05% 0.05% 27 0 0.0% Q2 2026 Aug 05, 2026
UBS Group AG History No change 304,149 49,780 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 342,065 48,374 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 281,229 46,028 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 276,693 45,286 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 273,754 44,805 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 03, 2026
Brookstone Capital Management History No change 267,702 43,814 0.44% 0.44% 33 0 0.0% Q2 2026 Jul 15, 2026
IMPACTfolio, LLC History No change 259,848 42,529 16.02% 16.02% 34 0 0.0% Q2 2026 Jul 22, 2026
Alesco Advisors, LLC, An ESL Co History No change 241,166 39,471 0.9% 0.9% 35 0 0.0% Q2 2026 Aug 05, 2026
MISSION WEALTH MANAGEMENT, LP History No change 232,232 38,009 0.46% 0.46% 36 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 205,158 33,788 0.06% 0.06% 37 0 0.0% Q2 2026 Jul 15, 2026
Atomic Invest LLC History No change 205,231 33,349 2.93% 2.93% 38 0 0.0% Q2 2026 Sep 25, 2026
PARK AVENUE SECURITIES LLC History No change 201,434 32,969 0.21% 0.21% 39 0 0.0% Q2 2026 Jul 20, 2026
RAYMOND JAMES FINANCIAL INC History No change 199,418 32,638 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 196,199 32,122 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 194,181 31,782 0.07% 0.07% 42 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 184,713 30,231 0.14% 0.14% 43 0 0.0% Q2 2026 Aug 18, 2026
BANK OF MONTREAL /CAN/ History No change 184,616 30,216 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 183,780 30,079 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 07, 2026
Ashton Thomas Private Wealth, LLC History No change 182,890 29,933 0.62% 0.62% 46 0 0.0% Q2 2026 Jul 29, 2026
Joel Isaacson & Co., LLC History No change 178,905 29,281 0.85% 0.85% 47 0 0.0% Q2 2026 Aug 04, 2026
Rock Creek Group LLC History No change 161,100 26,367 2.65% 2.65% 48 0 0.0% Q2 2026 Aug 03, 2026
Sand Hill Global Advisors, LLC History No change 154,912 25,354 0.76% 0.76% 49 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 153,263 25,084 0.08% 0.08% 50 0 0.0% Q2 2026 Jul 28, 2026
Affinity Capital Advisors, LLC History No change 146,606 24,187 2.99% 2.99% 51 0 0.0% Q2 2026 Jul 08, 2026
Clearstead Advisors, LLC History No change 147,226 24,096 0.23% 0.23% 52 0 0.0% Q2 2026 Aug 06, 2026
Erickson Financial Group, LLC History No change 137,404 22,488 12.05% 12.05% 53 0 0.0% Q2 2026 Jul 27, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 132,064 21,599 0.26% 0.26% 54 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 129,466 21,189 0.14% 0.14% 55 0 0.0% Q2 2026 Sep 08, 2026
NewEdge Advisors, LLC History No change 127,139 20,808 0.06% 0.06% 56 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 126,597 20,719 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 123,135 20,153 0.42% 0.42% 58 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History No change 116,519 19,070 0.21% 0.21% 59 0 0.0% Q2 2026 Aug 04, 2026
Janney Montgomery Scott LLC History No change 104,841 17,159 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History No change 102,610 16,794 0.23% 0.23% 61 0 0.0% Q2 2026 Aug 12, 2026
One Wealth Advisors, LLC History No change 101,285 16,577 1.83% 1.83% 62 0 0.0% Q2 2026 Aug 06, 2026
Sharkey, Howes & Javer History No change 99,194 16,235 1.96% 1.96% 63 0 0.0% Q2 2026 Jul 09, 2026
Mariner, LLC History No change 96,975 15,871 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 13, 2026
Facet Wealth, Inc. History No change 84,286 13,795 0.2% 0.2% 65 0 0.0% Q2 2026 Jul 27, 2026
Blue Edge Capital, LLC History No change 83,906 13,732 1.65% 1.65% 66 0 0.0% Q2 2026 Aug 14, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 82,557 13,512 3.52% 3.52% 67 0 0.0% Q2 2026 Jul 13, 2026
SEI INVESTMENTS CO History No change 80,721 13,211 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
STALEY CAPITAL ADVISERS INC History No change 80,000 13,093 0.51% 0.51% 69 0 0.0% Q2 2026 Aug 11, 2026
Van Hulzen Asset Management, LLC History No change 79,800 13,060 0.93% 0.93% 70 0 0.0% Q2 2026 Aug 13, 2026
Relyea Zuckerberg Hanson LLC History No change 78,634 12,870 1.07% 1.07% 71 0 0.0% Q2 2026 Jul 16, 2026
Apella Capital, LLC History No change 70,792 11,616 0.16% 0.16% 72 0 0.0% Q2 2026 Jul 08, 2026
Laurel Wealth Planning LLC History No change 70,642 11,561 5.12% 5.12% 73 0 0.0% Q2 2026 Jul 30, 2026
Plancorp, LLC History No change 69,531 11,439 0.28% 0.28% 74 0 0.0% Q2 2026 Jul 14, 2026
Wealth Architects, LLC History No change 69,767 11,418 0.9% 0.9% 75 0 0.0% Q2 2026 Jul 23, 2026
OneDigital Investment Advisors LLC History No change 69,207 11,327 0.1% 0.1% 76 0 0.0% Q2 2026 Aug 06, 2026
Kestra Advisory Services, LLC History No change 69,012 11,295 0.04% 0.04% 77 0 0.0% Q2 2026 Jul 28, 2026
Fisher Asset Management, LLC History No change 67,897 11,112 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 67,340 11,021 0.16% 0.16% 79 0 0.0% Q2 2026 Jul 14, 2026
NorthRock Partners, LLC History No change 65,741 10,759 0.16% 0.16% 80 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 65,598 10,715 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 62,952 10,303 0.13% 0.13% 82 0 0.0% Q2 2026 Jul 23, 2026
Strategic Blueprint, LLC History No change 62,223 10,184 0.51% 0.51% 83 0 0.0% Q2 2026 Jul 23, 2026
&PARTNERS History No change 62,304 10,174 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 61,615 10,014 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 13, 2026
Klaas Financial Asset Advisors, LLC History No change 61,121 10,003 1.25% 1.25% 86 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 60,483 9,899 0.15% 0.15% 87 0 0.0% Q2 2026 Aug 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 60,173 9,855 0.05% 0.05% 88 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 59,809 9,788 0.05% 0.05% 89 0 0.0% Q2 2026 Aug 11, 2026
Clarity Asset Management, Inc. History No change 59,611 9,756 4.78% 4.78% 90 0 0.0% Q2 2026 Jul 16, 2026
Decker Retirement Planning Inc. History No change 58,583 9,588 3.26% 3.26% 91 0 0.0% Q2 2026 Jul 16, 2026
Prudent Man Advisors, LLC History No change 58,312 9,543 2.18% 2.18% 92 0 0.0% Q2 2026 Aug 05, 2026
Keebeck Wealth Management History No change 58,228 9,530 0.93% 0.93% 93 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 57,996 9,492 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 57,618 9,430 0.1% 0.1% 95 0 0.0% Q2 2026 Aug 03, 2026
Corient Private Wealth LP History No change 57,214 9,364 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 27, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 57,114 9,347 0.15% 0.15% 97 0 0.0% Q2 2026 Jul 28, 2026
Sanctuary Advisors, LLC History No change 56,830 9,301 0.04% 0.04% 98 0 0.0% Q2 2026 Aug 13, 2026
Cypress Wealth Services, LLC History No change 56,035 9,171 1.13% 1.13% 99 0 0.0% Q2 2026 Jul 10, 2026
One Capital Management, LLC History No change 64,783 9,161 0.25% 0.25% 100 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 54,672 8,948 0.11% 0.11% 101 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 54,113 8,855 0.07% 0.07% 102 0 0.0% Q2 2026 Jul 17, 2026
CAPTRUST FINANCIAL ADVISORS History No change 53,396 8,739 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 52,234 8,549 0.01% 0.01% 104 0 0.0% Q2 2026 Jul 30, 2026
Merit Financial Group, LLC History No change 51,721 8,465 0.05% 0.05% 105 0 0.0% Q2 2026 Jul 20, 2026
Atlas Legacy Advisors, LLC History No change 50,505 8,253 1.22% 1.22% 106 0 0.0% Q2 2026 Jul 31, 2026
TRUIST FINANCIAL CORP History No change 49,229 8,057 0.01% 0.01% 107 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 48,735 7,976 0.09% 0.09% 108 0 0.0% Q2 2026 Aug 12, 2026
CFS Investment Advisory Services, LLC History No change 48,723 7,961 0.53% 0.53% 109 0 0.0% Q2 2026 Jul 16, 2026
Birchwood Financial Partners, Inc. History No change 48,250 7,897 6.46% 6.46% 110 0 0.0% Q2 2026 Aug 06, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 54,534 7,712 1.33% 1.33% 111 0 0.0% Q2 2026 Aug 03, 2026
Yukon Wealth Management, Inc. History No change 45,850 7,504 2.15% 2.15% 112 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 44,872 7,344 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 44,554 7,292 0.05% 0.05% 114 0 0.0% Q2 2026 Aug 12, 2026
MEMBERS CAPITAL ADVISORS INC History No change 44,358 7,260 6.24% 6.24% 115 0 0.0% Q2 2026 Aug 04, 2026
Banco Santander, S.A. History No change 43,263 7,080 0.04% 0.04% 116 0 0.0% Q2 2026 Jul 29, 2026
Midwest Financial Partners Investments, Inc. History No change 42,400 6,939 2.88% 2.88% 117 0 0.0% Q2 2026 Jul 15, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 42,126 6,893 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 41,534 6,797 0.03% 0.03% 119 0 0.0% Q2 2026 Aug 11, 2026
McKinley Carter Wealth Services, Inc. History No change 40,778 6,674 0.34% 0.34% 120 0 0.0% Q2 2026 Jul 28, 2026
Summit Wealth Group, LLC History No change 39,245 6,423 1.31% 1.31% 121 0 0.0% Q2 2026 Aug 04, 2026
Perigon Wealth Management, LLC History No change 38,895 6,366 0.1% 0.1% 122 0 0.0% Q2 2026 Aug 07, 2026
Mutual Advisors, LLC History No change 38,855 6,359 0.12% 0.12% 123 0 0.0% Q2 2026 Aug 14, 2026
SPINNAKER TRUST History No change 38,657 6,326 0.31% 0.31% 124 0 0.0% Q2 2026 Aug 03, 2026
Private Advisor Group, LLC History No change 38,657 6,326 0.03% 0.03% 125 0 0.0% Q2 2026 Jul 27, 2026
Avise Financial Cooperative, Inc. History No change 38,367 6,279 4.45% 4.45% 126 0 0.0% Q2 2026 Aug 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 38,183 6,249 0.27% 0.27% 127 0 0.0% Q2 2026 Jul 21, 2026
Physician Wealth Advisors, Inc. History No change 37,743 6,177 0.74% 0.74% 128 0 0.0% Q2 2026 Jul 20, 2026
Mascoma Wealth Management LLC History No change 37,403 6,121 1.13% 1.13% 129 0 0.0% Q2 2026 Jul 24, 2026
Balanced Rock Investment Advisors LLC History No change 35,948 5,883 3.67% 3.67% 130 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 34,457 5,639 0.18% 0.18% 131 0 0.0% Q2 2026 Jul 30, 2026
Orion Porfolio Solutions, LLC History No change 33,489 5,481 0.04% 0.04% 132 0 0.0% Q2 2026 Aug 14, 2026
Horst & Graben Wealth Management LLC History No change 33,221 5,434 0.71% 0.71% 133 0 0.0% Q2 2026 Jul 22, 2026
Archer Investment Management, LLC History No change 33,187 5,431 1.86% 1.86% 134 0 0.0% Q2 2026 Jul 07, 2026
BROWN ADVISORY INC History No change 32,836 5,374 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 32,609 5,337 0.57% 0.57% 136 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 32,371 5,301 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 32,222 5,273 0.06% 0.06% 138 0 0.0% Q2 2026 Aug 10, 2026
Maia Wealth LLC History No change 31,902 5,221 0.77% 0.77% 139 0 0.0% Q2 2026 Jul 28, 2026
TWO SIGMA INVESTMENTS, LP History No change 31,500 5,155 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 31,224 5,110 0.07% 0.07% 141 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 31,083 5,087 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 13, 2026
Goodwin Investment Advisory History No change 30,636 5,014 10.1% 10.1% 143 0 0.0% Q2 2026 Aug 19, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 30,631 5,013 0.08% 0.08% 144 0 0.0% Q2 2026 Aug 03, 2026
Keystone Wealth Services, LLC History No change 30,347 4,966 0.92% 0.92% 145 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Advisor Solutions, LLC History No change 30,281 4,956 0.04% 0.04% 146 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 29,580 4,841 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 28,761 4,707 0.05% 0.05% 148 0 0.0% Q2 2026 Aug 11, 2026
RFG Advisory, LLC History No change 28,118 4,602 0.07% 0.07% 149 0 0.0% Q2 2026 Jul 15, 2026
Colter Lewis Investment Partners LLC History No change 27,794 4,549 2.02% 2.02% 150 0 0.0% Q2 2026 Aug 14, 2026
TRUE BLUE FINANCIAL, LLC History No change 27,079 4,431 1.87% 1.87% 151 0 0.0% Q2 2026 Jul 17, 2026
HRT FINANCIAL LP History No change 26,866 4,397 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 26,579 4,350 0.09% 0.09% 153 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 26,401 4,321 0.11% 0.11% 154 0 0.0% Q2 2026 Aug 04, 2026
SOFI WEALTH, LLC History No change 26,173 4,283 0.17% 0.17% 155 0 0.0% Q2 2026 Aug 10, 2026
WealthPlan Investment Management, LLC History No change 25,744 4,213 0.21% 0.21% 156 0 0.0% Q2 2026 Jul 28, 2026
Balance Wealth Partners LLC History No change 25,646 4,197 1.12% 1.12% 157 0 0.0% Q2 2026 Jul 21, 2026
Pioneer Wealth Management Group History No change 25,232 4,129 1.0% 1.0% 158 0 0.0% Q2 2026 Jul 07, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 25,008 4,093 1.23% 1.23% 159 0 0.0% Q2 2026 Jul 07, 2026
Weil Company, Inc. History No change 24,989 4,089 0.72% 0.72% 160 0 0.0% Q2 2026 Aug 05, 2026
Jordan Park Group LLC History No change 24,728 4,047 0.21% 0.21% 161 0 0.0% Q2 2026 Aug 11, 2026
Moment Partners, LLC History No change 24,625 4,030 0.73% 0.73% 162 0 0.0% Q2 2026 Jul 29, 2026
Davis Wealth Advisors, LLC History No change 24,610 4,028 3.12% 3.12% 163 0 0.0% Q2 2026 Aug 14, 2026
Foster Group, Inc. History No change 24,599 4,026 0.11% 0.11% 164 0 0.0% Q2 2026 Jul 07, 2026
HB Wealth Management, LLC History No change 24,534 4,015 0.02% 0.02% 165 0 0.0% Q2 2026 Jul 29, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 24,119 3,947 0.14% 0.14% 166 0 0.0% Q2 2026 Aug 13, 2026
WT Wealth Management History No change 23,990 3,926 1.09% 1.09% 167 0 0.0% Q2 2026 Jul 22, 2026
FLC Capital Advisors History No change 23,256 3,806 0.61% 0.61% 168 0 0.0% Q2 2026 Jul 20, 2026
REGIONS FINANCIAL CORP History No change 23,226 3,801 0.02% 0.02% 169 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 23,091 3,779 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 17, 2026
MA Private Wealth History No change 23,078 3,777 0.56% 0.56% 171 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 23,068 3,775 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 22,938 3,754 0.1% 0.1% 173 0 0.0% Q2 2026 Jul 28, 2026
IEQ CAPITAL, LLC History No change 22,760 3,725 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 22,712 3,717 0.04% 0.04% 175 0 0.0% Q2 2026 Jul 21, 2026
CITADEL ADVISORS LLC History No change 22,696 3,714 0.0% 0.0% 176 0 0.0% Q2 2026 Sep 02, 2026
Gilbert Capital Group, Inc. History No change 22,299 3,649 2.56% 2.56% 177 0 0.0% Q2 2026 Jul 13, 2026
Integris Wealth Management, LLC History No change 21,972 3,596 0.73% 0.73% 178 0 0.0% Q2 2026 Jul 10, 2026
Garde Capital, Inc. History No change 21,854 3,576 0.16% 0.16% 179 0 0.0% Q2 2026 Jul 31, 2026
SigFig Wealth Management, LLC History No change 21,765 3,537 0.09% 0.09% 180 0 0.0% Q2 2026 Jul 07, 2026
Bank of New York Mellon Corp History No change 21,380 3,499 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 06, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 21,241 3,476 0.82% 0.82% 182 0 0.0% Q2 2026 Jul 16, 2026
PFG Investments, LLC History No change 21,235 3,475 0.13% 0.13% 183 0 0.0% Q2 2026 Jul 23, 2026
Brooklyn FI, LLC History No change 20,887 3,422 0.63% 0.63% 184 0 0.0% Q2 2026 Aug 04, 2026
HF Advisory Group, LLC History No change 20,485 3,352 1.04% 1.04% 185 0 0.0% Q2 2026 Jul 08, 2026
Pure Financial Advisors, LLC History No change 20,431 3,343 0.04% 0.04% 186 0 0.0% Q2 2026 Aug 14, 2026
KPP Advisory Services LLC History No change 20,065 3,283 0.42% 0.42% 187 0 0.0% Q2 2026 Jul 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 19,623 3,211 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 14, 2026
Integrity Advisory Solutions, LLC History No change 19,509 3,193 0.33% 0.33% 189 0 0.0% Q2 2026 Jul 31, 2026
FRANKLIN RESOURCES INC History No change 19,437 3,181 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 19,626 3,181 0.05% 0.05% 191 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 19,626 3,181 0.05% 0.05% 192 0 0.0% Q2 2026 Jul 29, 2026
Pathstone Holdings, LLC History No change 19,285 3,156 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 19,206 3,143 0.03% 0.03% 194 0 0.0% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History No change 18,769 3,071 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 03, 2026
Arax Advisory Partners History No change 18,695 3,059 0.02% 0.02% 196 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 18,529 3,032 0.09% 0.09% 197 0 0.0% Q2 2026 Jul 09, 2026
Cascade Financial Partners, LLC History No change 18,500 3,027 0.26% 0.26% 198 0 0.0% Q2 2026 Aug 04, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 18,487 3,025 0.15% 0.15% 199 0 0.0% Q2 2026 Jul 20, 2026
Ridgeline Wealth, LLC History No change 18,213 2,980 1.74% 1.74% 200 0 0.0% Q2 2026 Jul 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 18,200 2,978 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 18,171 2,958 0.05% 0.05% 202 0 0.0% Q2 2026 Jul 31, 2026
FIRST HORIZON CORP History No change 18,032 2,951 0.11% 0.11% 203 0 0.0% Q2 2026 Jul 20, 2026
Fingerlakes Wealth Management, Inc. History No change 18,034 2,951 1.59% 1.59% 204 0 0.0% Q2 2026 Jul 23, 2026
CGN Advisors LLC History No change 18,017 2,948 0.22% 0.22% 205 0 0.0% Q2 2026 Jul 06, 2026
MAI Capital Management History No change 17,884 2,927 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 14, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 17,600 2,880 1.19% 1.19% 207 0 0.0% Q2 2026 Jul 16, 2026
White Lighthouse Investment Management Inc. History No change 17,387 2,845 0.35% 0.35% 208 0 0.0% Q2 2026 Aug 04, 2026
Vision Capital Management, Inc. History No change 17,349 2,839 0.32% 0.32% 209 0 0.0% Q2 2026 Aug 10, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 17,323 2,835 0.43% 0.43% 210 0 0.0% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History No change 17,219 2,818 0.04% 0.04% 211 0 0.0% Q2 2026 Aug 10, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 17,089 2,796 0.78% 0.78% 212 0 0.0% Q2 2026 Jul 31, 2026
Diversified Trust Co History No change 16,966 2,776 0.04% 0.04% 213 0 0.0% Q2 2026 Jul 17, 2026
Perennial Investment Advisors, LLC History No change 16,866 2,760 0.18% 0.18% 214 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 16,819 2,752 0.03% 0.03% 215 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 16,792 2,746 0.01% 0.01% 216 0 0.0% Q2 2026 Jul 27, 2026
Icon Wealth Advisors, LLC History No change 16,638 2,723 0.16% 0.16% 217 0 0.0% Q2 2026 Aug 05, 2026
ONE Advisory Partners, LLC History No change 16,475 2,696 0.73% 0.73% 218 0 0.0% Q2 2026 Jul 21, 2026
Regal Investment Advisors LLC History No change 15,604 2,553 0.13% 0.13% 219 0 0.0% Q2 2026 Aug 14, 2026
Madrid Wealth Management, LLC History No change 15,506 2,537 1.66% 1.66% 220 0 0.0% Q2 2026 Jul 31, 2026
Snowden Capital Advisors LLC History No change 15,409 2,522 0.06% 0.06% 221 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 15,133 2,476 0.04% 0.04% 222 0 0.0% Q2 2026 Jul 21, 2026
Midwest Trust Co History No change 15,030 2,459 0.03% 0.03% 223 0 0.0% Q2 2026 Aug 04, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 14,938 2,444 1.51% 1.51% 224 0 0.0% Q2 2026 Jul 28, 2026
SYM FINANCIAL Corp History No change 14,901 2,438 0.2% 0.2% 225 0 0.0% Q2 2026 Aug 04, 2026
BEACON FINANCIAL GROUP History No change 14,809 2,423 0.22% 0.22% 226 0 0.0% Q2 2026 Jul 16, 2026
Apollon Wealth Management, LLC History No change 14,737 2,412 0.03% 0.03% 227 0 0.0% Q2 2026 Jul 22, 2026
1ST SOURCE BANK History No change 14,560 2,383 0.11% 0.11% 228 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 14,464 2,367 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 17, 2026
Mayflower Financial Advisors, LLC History No change 13,967 2,285 0.2% 0.2% 230 0 0.0% Q2 2026 Jul 09, 2026
NEPC LLC History No change 13,905 2,275 0.04% 0.04% 231 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 13,825 2,262 0.13% 0.13% 232 0 0.0% Q2 2026 Aug 10, 2026
Bluespring Wealth Management, LLC History No change 13,795 2,257 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 11, 2026
Boulder Wealth Advisors, LLC History No change 13,661 2,235 0.81% 0.81% 234 0 0.0% Q2 2026 Aug 07, 2026
BlueStem Wealth Partners, LLC History No change 13,602 2,226 0.22% 0.22% 235 0 0.0% Q2 2026 Aug 11, 2026
Acropolis Investment Management, LLC History No change 13,510 2,211 0.09% 0.09% 236 0 0.0% Q2 2026 Jul 16, 2026
AQR CAPITAL MANAGEMENT LLC History No change 13,499 2,209 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 14, 2026
GFS Advisors, LLC History No change 1,681 2,209 0.23% 0.23% 238 0 0.0% Q2 2026 Aug 04, 2026
Noble Wealth Partners LLC History No change 13,474 2,205 1.92% 1.92% 239 0 0.0% Q2 2026 Jul 24, 2026
JONES FINANCIAL COMPANIES LLLP History No change 13,524 2,166 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History No change 13,232 2,165 0.06% 0.06% 241 0 0.0% Q2 2026 Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 13,181 2,157 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 13, 2026
Grey Ledge Advisors, LLC History No change 13,036 2,133 0.43% 0.43% 243 0 0.0% Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History No change 13,017 2,130 0.05% 0.05% 244 0 0.0% Q2 2026 Aug 11, 2026
RHS Financial, LLC History No change 12,998 2,127 0.86% 0.86% 245 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 12,932 2,116 0.01% 0.01% 246 0 0.0% Q2 2026 Jul 13, 2026
Advisory Solutions Group, LLC History No change 12,925 2,115 0.72% 0.72% 247 0 0.0% Q2 2026 Jul 29, 2026
Morling Financial Advisors, LLC History No change 12,727 2,083 0.58% 0.58% 248 0 0.0% Q2 2026 Aug 06, 2026
Mendel Capital Management LLC History No change 12,652 2,070 0.93% 0.93% 249 0 0.0% Q2 2026 Jul 21, 2026
Ramiah Investment Group History No change 12,607 2,063 1.57% 1.57% 250 0 0.0% Q2 2026 Jul 16, 2026
Cranbrook Wealth Management, LLC History No change 12,598 2,061 0.39% 0.39% 251 0 0.0% Q2 2026 Aug 06, 2026
WIT, LLC History No change 12,474 2,041 0.03% 0.03% 252 0 0.0% Q2 2026 Aug 14, 2026
Strategic Point Investment Advisors, LLC History No change 12,390 2,027 0.26% 0.26% 253 0 0.0% Q2 2026 Jul 08, 2026
Allworth Financial LP History No change 12,372 2,024 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 12,143 1,987 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 11, 2026
OpenArc Corporate Advisory, LLC History No change 12,070 1,975 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 05, 2026
Oak Barrel Wealth Advisory LLC History No change 12,048 1,971 0.87% 0.87% 257 0 0.0% Q2 2026 Aug 07, 2026
ZENITH SOLUTIONS, INC. History No change 11,867 1,942 1.76% 1.76% 258 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 11,675 1,910 0.03% 0.03% 259 0 0.0% Q2 2026 Aug 06, 2026
Indivisible Partners History No change 11,588 1,896 0.11% 0.11% 260 0 0.0% Q2 2026 Aug 04, 2026
Ipsen Advisor Group LLC History No change 11,556 1,891 1.22% 1.22% 261 0 0.0% Q2 2026 Jul 29, 2026
Sage Mountain Advisors LLC History No change 11,476 1,878 0.12% 0.12% 262 0 0.0% Q2 2026 Aug 05, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 11,466 1,876 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 04, 2026
Chicago Partners Investment Group LLC History No change 11,566 1,872 0.04% 0.04% 264 0 0.0% Q2 2026 Jul 29, 2026
GenTrust, LLC History No change 11,332 1,854 0.07% 0.07% 265 0 0.0% Q2 2026 Aug 06, 2026
Simplicity Wealth,LLC History No change 10,833 1,772 0.06% 0.06% 266 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 10,798 1,767 0.06% 0.06% 267 0 0.0% Q2 2026 Jul 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 10,765 1,761 0.02% 0.02% 268 0 0.0% Q2 2026 Jul 28, 2026
Sowell Financial Services LLC History No change 10,724 1,755 0.06% 0.06% 269 0 0.0% Q2 2026 Jul 17, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 10,657 1,744 0.17% 0.17% 270 0 0.0% Q2 2026 Jul 22, 2026
Scott Capital Advisors, LLC History No change 10,607 1,735 0.27% 0.27% 271 0 0.0% Q2 2026 Jul 10, 2026
RTD Financial Advisors, Inc. History No change 10,600 1,734 0.19% 0.19% 272 0 0.0% Q2 2026 Jul 13, 2026
Smartleaf Asset Management LLC History No change 10,649 1,731 0.06% 0.06% 273 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 12,115 1,722 0.03% 0.03% 274 0 0.0% Q2 2026 Aug 13, 2026
OLIO Financial Planning History No change 10,384 1,699 0.42% 0.42% 275 0 0.0% Q2 2026 Jul 17, 2026
RCS Financial Planning, LLC History No change 10,260 1,679 0.79% 0.79% 276 0 0.0% Q2 2026 Jul 22, 2026
Baird Financial Group, Inc. History No change 10,240 1,675 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 12, 2026
WNY Asset Management, LLC History No change 10,134 1,658 0.15% 0.15% 278 0 0.0% Q2 2026 Aug 17, 2026
GC Wealth Management RIA, LLC History No change 10,098 1,652 0.1% 0.1% 279 0 0.0% Q2 2026 Jul 16, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 10,075 1,648 0.11% 0.11% 280 0 0.0% Q2 2026 Aug 04, 2026
PITTENGER & ANDERSON INC History No change 10,006 1,637 0.06% 0.06% 281 0 0.0% Q2 2026 Jul 27, 2026
Hoxton Planning & Management, LLC History No change 9,971 1,631 0.43% 0.43% 282 0 0.0% Q2 2026 Jul 16, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 9,863 1,614 0.25% 0.25% 283 0 0.0% Q2 2026 Aug 06, 2026
KICKSTAND VENTURES, LLC. History No change 9,843 1,611 0.29% 0.29% 284 0 0.0% Q2 2026 Jul 30, 2026
BESSEMER GROUP INC History No change 9,834 1,609 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 12, 2026
Shared Vision Wealth Group LLC History No change 9,789 1,602 0.55% 0.55% 286 0 0.0% Q2 2026 Jul 31, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,782 1,600 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 9,649 1,579 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 05, 2026
Symmetry Partners, LLC History No change 9,477 1,551 0.08% 0.08% 289 0 0.0% Q2 2026 Jul 23, 2026
CWC Advisors, LLC. History No change 9,418 1,541 0.68% 0.68% 290 0 0.0% Q2 2026 Jul 21, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 9,395 1,537 0.08% 0.08% 291 0 0.0% Q2 2026 Jul 31, 2026
Dynamic Advisor Solutions LLC History No change 9,322 1,525 0.04% 0.04% 292 0 0.0% Q2 2026 Jul 07, 2026
West Wealth Group, LLC History No change 9,303 1,522 0.25% 0.25% 293 0 0.0% Q2 2026 Aug 06, 2026
Gerber Kawasaki Wealth & Investment Management History No change 9,275 1,518 0.04% 0.04% 294 0 0.0% Q2 2026 Aug 07, 2026
Orin Green Financial, LLC History No change 9,260 1,515 0.56% 0.56% 295 0 0.0% Q2 2026 Jul 13, 2026
Compass Ion Advisors, LLC History No change 9,250 1,513 0.13% 0.13% 296 0 0.0% Q2 2026 Aug 12, 2026
Montecito Bank & Trust History Reduced 9,055 1,510 0.23% 0.23% 297 -490 -5.13% Q3 2026 Oct 01, 2026
WEALTHGARDEN F.S. LLC History No change 9,222 1,509 0.86% 0.86% 298 0 0.0% Q2 2026 Jul 31, 2026
BLB&B Advisors, LLC History No change 9,216 1,508 0.06% 0.06% 299 0 0.0% Q2 2026 Aug 05, 2026
Mountain Capital Investment Advisors Inc. History No change 42,927 1,507 0.21% 0.21% 300 0 0.0% Q2 2026 Jul 14, 2026
JMG Financial Group, Ltd. History No change 9,141 1,496 0.04% 0.04% 301 0 0.0% Q2 2026 Jul 31, 2026
EverSource Wealth Advisors, LLC History No change 9,133 1,494 0.05% 0.05% 302 0 0.0% Q2 2026 Jul 24, 2026
CENTRAL TRUST Co History No change 9,093 1,488 0.03% 0.03% 303 0 0.0% Q2 2026 Jul 31, 2026
Ethic Inc. History No change 9,068 1,484 0.02% 0.02% 304 0 0.0% Q2 2026 Jul 29, 2026
Tempus Wealth Planning, LLC History No change 9,022 1,476 0.29% 0.29% 305 0 0.0% Q2 2026 Jul 22, 2026
Ryan Investment Management, Inc. History No change 8,960 1,466 0.66% 0.66% 306 0 0.0% Q2 2026 Jul 07, 2026
Robertson Stephens Wealth Management, LLC History No change 8,795 1,439 0.04% 0.04% 307 0 0.0% Q2 2026 Jul 29, 2026
KilterHowling LLC History No change 8,753 1,432 0.64% 0.64% 308 0 0.0% Q2 2026 Aug 11, 2026
Advisors Capital Management, LLC History No change 8,734 1,429 0.02% 0.02% 309 0 0.0% Q2 2026 Aug 11, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 8,619 1,410 0.14% 0.14% 310 0 0.0% Q2 2026 Sep 02, 2026
Modern Wealth Management, LLC History No change 8,581 1,404 0.02% 0.02% 311 0 0.0% Q2 2026 Aug 13, 2026
Rehmann Capital Advisory Group History No change 8,531 1,396 0.06% 0.06% 312 0 0.0% Q2 2026 Aug 20, 2026
McClarren Financial Advisors, Inc. History No change 8,481 1,388 0.72% 0.72% 313 0 0.0% Q2 2026 Jul 17, 2026
CoreCap Advisors, LLC History No change 8,464 1,385 0.04% 0.04% 314 0 0.0% Q2 2026 Jul 06, 2026
Quantinno Capital Management LP History No change 8,425 1,378 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 8,400 1,374 0.02% 0.02% 316 0 0.0% Q2 2026 Jul 29, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 8,356 1,367 0.38% 0.38% 317 0 0.0% Q2 2026 Jul 24, 2026
WEALTH ALLIANCE, LLC History No change 8,336 1,364 0.11% 0.11% 318 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Services History No change 8,281 1,355 0.35% 0.35% 319 0 0.0% Q2 2026 Aug 05, 2026
Headlands Technologies LLC History No change 8,132 1,330 0.14% 0.14% 320 0 0.0% Q2 2026 Aug 12, 2026
Milestone Asset Management Group, LLC History No change 8,132 1,330 0.67% 0.67% 321 0 0.0% Q2 2026 Jul 30, 2026
W ADVISORS, LLC History No change 7,957 1,302 0.59% 0.59% 322 0 0.0% Q2 2026 Jul 31, 2026
WBH ADVISORY INC History No change 7,943 1,300 0.09% 0.09% 323 0 0.0% Q2 2026 Aug 05, 2026
Axis Wealth Partners, LLC History No change 7,919 1,296 0.62% 0.62% 324 0 0.0% Q2 2026 Jul 28, 2026
JB Capital LLC History No change 7,914 1,295 0.04% 0.04% 325 0 0.0% Q2 2026 Jul 29, 2026
Aprio Wealth Management, LLC History No change 7,842 1,283 0.06% 0.06% 326 0 0.0% Q2 2026 Jul 24, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 7,792 1,275 0.2% 0.2% 327 0 0.0% Q2 2026 Jul 24, 2026
NOTTINGHAM ADVISORS, INC. History No change 7,811 1,270 0.15% 0.15% 328 0 0.0% Q2 2026 Jul 27, 2026
Xena Financial Planning, LLC History No change 7,720 1,263 1.21% 1.21% 329 0 0.0% Q2 2026 Jul 21, 2026
STRATEGY ASSET MANAGERS LLC History No change 7,705 1,261 0.19% 0.19% 330 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 7,709 1,261 0.03% 0.03% 331 0 0.0% Q2 2026 Aug 03, 2026
Sovran Advisors, LLC History No change 7,652 1,242 0.09% 0.09% 332 0 0.0% Q2 2026 Jul 29, 2026
Crown Wealth Group, LLC History No change 7,556 1,236 0.31% 0.31% 333 0 0.0% Q2 2026 Jul 21, 2026
AlphaCore Capital LLC History No change 7,522 1,231 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 06, 2026
Bell Investment Advisors, Inc History No change 7,516 1,230 0.18% 0.18% 335 0 0.0% Q2 2026 Aug 06, 2026
Hughes Financial Services, LLC History No change 7,397 1,210 0.16% 0.16% 336 0 0.0% Q2 2026 Jul 20, 2026
Patriot Financial Group Insurance Agency, LLC History No change 7,279 1,191 0.12% 0.12% 337 0 0.0% Q2 2026 Jul 16, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 7,281 1,191 0.38% 0.38% 338 0 0.0% Q2 2026 Jul 15, 2026
Morton Brown Family Wealth, LLC History No change 7,250 1,186 0.27% 0.27% 339 0 0.0% Q2 2026 Jul 21, 2026
SENTINEL TRUST CO LBA History No change 7,234 1,184 0.1% 0.1% 340 0 0.0% Q2 2026 Jul 13, 2026
Keener Financial Planning LLC History No change 7,236 1,184 0.42% 0.42% 341 0 0.0% Q2 2026 Jul 31, 2026
Cresset Asset Management, LLC History No change 7,140 1,168 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 7,083 1,159 0.18% 0.18% 343 0 0.0% Q2 2026 Jul 22, 2026
TSA Wealth Managment LLC History No change 7,052 1,154 0.33% 0.33% 344 0 0.0% Q2 2026 Aug 03, 2026
Kelsey Financial, LLC History No change 7,044 1,152 0.87% 0.87% 345 0 0.0% Q2 2026 Aug 10, 2026
D.A. DAVIDSON & CO. History No change 6,994 1,144 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 24, 2026
RETIREMENT CAPITAL STRATEGIES History No change 6,973 1,141 0.4% 0.4% 347 0 0.0% Q2 2026 Aug 13, 2026
Midwest Heritage Bank, FSB History No change 6,960 1,139 0.32% 0.32% 348 0 0.0% Q2 2026 Jul 28, 2026
American Capital Advisory, LLC History No change 6,958 1,138 0.41% 0.41% 349 0 0.0% Q2 2026 Jul 28, 2026
VALLEY NATIONAL ADVISERS INC History No change 6,936 1,135 0.13% 0.13% 350 0 0.0% Q2 2026 Jul 29, 2026
Bangor Savings Bank History No change 6,931 1,134 0.08% 0.08% 351 0 0.0% Q2 2026 Jul 06, 2026
Dunhill Financial, LLC History No change 6,914 1,132 0.23% 0.23% 352 0 0.0% Q2 2026 Aug 07, 2026
ERn Financial, LLC History No change 6,910 1,130 0.19% 0.19% 353 0 0.0% Q2 2026 Jul 23, 2026
Prospera Financial Services Inc History No change 6,760 1,106 0.02% 0.02% 354 0 0.0% Q2 2026 Jul 15, 2026
Chicago Capital, LLC History No change 6,700 1,096 0.03% 0.03% 355 0 0.0% Q2 2026 Jul 27, 2026
MKT Advisors LLC History No change 6,638 1,089 0.34% 0.34% 356 0 0.0% Q2 2026 Jul 09, 2026
VANGUARD ADVISERS INC History No change 6,651 1,088 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY COUNSELLING INC History No change 6,645 1,087 2.68% 2.68% 358 0 0.0% Q2 2026 Aug 03, 2026
Brookwood Investment Group LLC History No change 6,639 1,086 0.12% 0.12% 359 0 0.0% Q2 2026 Jul 23, 2026
Financial Partners Group, Inc History No change 6,576 1,076 0.11% 0.11% 360 0 0.0% Q2 2026 Jul 23, 2026
M&T BANK CORP History No change 6,548 1,071 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 04, 2026
Live Oak Investment Partners History No change 6,455 1,056 0.57% 0.57% 362 0 0.0% Q2 2026 Aug 10, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 6,426 1,051 0.21% 0.21% 363 0 0.0% Q2 2026 Jul 17, 2026
Ascent Group, LLC History No change 6,425 1,051 0.03% 0.03% 364 0 0.0% Q2 2026 Aug 03, 2026
Ballentine Partners, LLC History No change 6,351 1,039 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 17, 2026
Great Diamond Partners, LLC History No change 6,309 1,032 0.18% 0.18% 366 0 0.0% Q2 2026 Jul 17, 2026
CI INVESTMENTS INC. History No change 6,300 1,031 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 6,280 1,027 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 10, 2026
Bigelow Investment Advisors, LLC History No change 6,277 1,027 0.37% 0.37% 369 0 0.0% Q2 2026 Jul 30, 2026
XML Financial, LLC History No change 6,169 1,009 0.07% 0.07% 370 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 6,119 1,001 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 6,115 1,000 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 14, 2026
Walkner Condon Financial Advisors LLC History No change 6,090 996 0.11% 0.11% 373 0 0.0% Q2 2026 Jul 27, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 6,033 987 0.07% 0.07% 374 0 0.0% Q2 2026 Jul 16, 2026
Gateway Wealth Partners, LLC History No change 6,026 986 0.06% 0.06% 375 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO History No change 5,944 980 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 27, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 5,858 958 0.58% 0.58% 377 0 0.0% Q2 2026 Jul 13, 2026
XY Planning Network, Inc. History No change 5,834 954 0.12% 0.12% 378 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Financial Group, LLC /NE/ History No change 5,826 953 0.59% 0.59% 379 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 5,790 947 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 11, 2026
Western Wealth Management, LLC History No change 5,753 941 0.03% 0.03% 381 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 5,549 937 0.27% 0.27% 382 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 5,718 935 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Management, LLC History No change 5,708 934 0.03% 0.03% 384 0 0.0% Q2 2026 Aug 05, 2026
Vident Advisory, LLC History No change 5,710 934 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 5,630 921 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 11, 2026
Quadrant Private Wealth Management, LLC History No change 5,596 915 0.2% 0.2% 387 0 0.0% Q2 2026 Jul 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,590 914 0.02% 0.02% 388 0 0.0% Q2 2026 Jul 15, 2026
IFG Advisory, LLC History No change 5,585 914 0.03% 0.03% 389 0 0.0% Q2 2026 Aug 13, 2026
Riverwater Partners LLC History No change 5,587 914 0.27% 0.27% 390 0 0.0% Q2 2026 Aug 14, 2026
THEORY FINANCIAL LLC History No change 5,505 901 0.28% 0.28% 391 0 0.0% Q2 2026 Jul 31, 2026
Aaron Wealth Advisors LLC History No change 5,494 899 0.05% 0.05% 392 0 0.0% Q2 2026 Jul 16, 2026
Two West Capital Advisors LLC History No change 5,532 899 0.45% 0.45% 393 0 0.0% Q2 2026 Jul 22, 2026
LifePlan Investment Advisors, Inc. History No change 5,498 899 0.31% 0.31% 394 0 0.0% Q2 2026 Aug 11, 2026
BECKER CAPITAL MANAGEMENT INC History No change 5,489 898 0.02% 0.02% 395 0 0.0% Q2 2026 Jul 31, 2026
SUTTON PLACE INVESTORS LLC History No change 5,477 896 0.43% 0.43% 396 0 0.0% Q2 2026 Aug 06, 2026
Farrell Financial LLC History No change 5,471 895 0.48% 0.48% 397 0 0.0% Q2 2026 Jul 10, 2026
IFP Advisors, Inc History No change 5,444 891 0.02% 0.02% 398 0 0.0% Q2 2026 Jul 20, 2026
GTS SECURITIES LLC History No change 5,436 889 0.02% 0.02% 399 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 5,428 888 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 18, 2026
Keel Point, LLC History No change 5,412 885 0.05% 0.05% 401 0 0.0% Q2 2026 Aug 14, 2026
Weinberger Asset Management, Inc History No change 5,402 884 0.28% 0.28% 402 0 0.0% Q2 2026 Aug 05, 2026
Lido Advisors, LLC History No change 5,314 869 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 07, 2026
Shotwell Rutter Baer Inc History No change 5,308 868 0.48% 0.48% 404 0 0.0% Q2 2026 Jul 21, 2026
Jeter Robert S II History No change 5,239 868 0.83% 0.83% 405 0 0.0% Q2 2026 Jul 13, 2026
MBE Wealth Management, LLC History No change 5,242 857 0.3% 0.3% 406 0 0.0% Q2 2026 Jul 24, 2026
XTX Topco Ltd History No change 5,215 853 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 5,214 853 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 5,183 848 0.15% 0.15% 409 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL SECURITIES, INC. History No change 5,181 847 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 04, 2026
ASPIRIANT, LLC History No change 5,145 842 0.02% 0.02% 411 0 0.0% Q2 2026 Jul 20, 2026
PRIVATE TRUST CO NA History No change 5,139 841 0.07% 0.07% 412 0 0.0% Q2 2026 Jul 28, 2026
Detalus Advisors, LLC History No change 5,125 838 0.16% 0.16% 413 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 5,112 836 0.02% 0.02% 414 0 0.0% Q2 2026 Aug 12, 2026
Navigation Group, LLC History No change 5,079 831 0.16% 0.16% 415 0 0.0% Q2 2026 Jul 29, 2026
Resonant Capital Advisors, LLC History No change 5,048 826 0.04% 0.04% 416 0 0.0% Q2 2026 Jul 24, 2026
Atria Investments, Inc History No change 5,038 824 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 28, 2026
Chatterton & Associates Inc. History No change 4,929 813 0.48% 0.48% 418 0 0.0% Q2 2026 Jul 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 4,960 811 0.07% 0.07% 419 0 0.0% Q2 2026 Jul 27, 2026
OMNI 360 Wealth, Inc. History No change 4,948 809 0.37% 0.37% 420 0 0.0% Q2 2026 Jul 13, 2026
Main Street Financial Solutions, LLC History No change 4,905 802 0.05% 0.05% 421 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 4,882 799 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 14, 2026
Intrua Financial, LLC History No change 4,794 784 0.07% 0.07% 423 0 0.0% Q2 2026 Jul 24, 2026
FC Advisory LLC History No change 4,786 783 0.21% 0.21% 424 0 0.0% Q2 2026 Jul 09, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 4,785 783 0.08% 0.08% 425 0 0.0% Q2 2026 Jul 07, 2026
MOTIVE WEALTH ADVISORS History No change 4,789 783 0.32% 0.32% 426 0 0.0% Q2 2026 Jul 20, 2026
Belpointe Asset Management LLC History No change 4,765 780 0.03% 0.03% 427 0 0.0% Q2 2026 Jul 31, 2026
TWO SIGMA SECURITIES, LLC History No change 4,755 778 0.07% 0.07% 428 0 0.0% Q2 2026 Aug 14, 2026
Meridian Financial Partners LLC History No change 4,669 774 0.26% 0.26% 429 0 0.0% Q2 2026 Jul 24, 2026
Trilogy Capital Inc. History No change 4,705 770 0.03% 0.03% 430 0 0.0% Q2 2026 Jul 02, 2026
Brewster Financial Planning LLC History No change 4,678 765 0.42% 0.42% 431 0 0.0% Q2 2026 Jul 14, 2026
Basecamp Wealth Advisors LLC History No change 4,660 762 0.14% 0.14% 432 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 4,647 760 0.09% 0.09% 433 0 0.0% Q2 2026 Jul 10, 2026
Forefront Wealth Partners, LLC History No change 4,624 756 0.23% 0.23% 434 0 0.0% Q2 2026 Aug 20, 2026
StoneX Group Inc. History No change 4,709 752 0.03% 0.03% 435 0 0.0% Q2 2026 Aug 12, 2026
EQ LLC History No change 4,599 752 0.18% 0.18% 436 0 0.0% Q2 2026 Jul 23, 2026
APS Management Group, Inc. History No change 4,557 745 0.57% 0.57% 437 0 0.0% Q2 2026 Jul 10, 2026
Spire Wealth Management History No change 4,552 744 0.02% 0.02% 438 0 0.0% Q2 2026 Jul 15, 2026
Retirement Planning Group, LLC History No change 4,543 743 0.02% 0.02% 439 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 4,491 734 0.02% 0.02% 440 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 4,481 733 0.01% 0.01% 441 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Planning Group LLC History No change 4,457 730 0.09% 0.09% 442 0 0.0% Q2 2026 Jul 29, 2026
Capasso Planning Partners LLC History No change 4,435 725 0.36% 0.36% 443 0 0.0% Q2 2026 Aug 18, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 4,424 724 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 4,405 720 0.02% 0.02% 445 0 0.0% Q2 2026 Aug 12, 2026
Greenspring Advisors, LLC History No change 4,404 720 0.04% 0.04% 446 0 0.0% Q2 2026 Aug 11, 2026
Rosenberg Matthew Hamilton History No change 4,318 706 0.13% 0.13% 447 0 0.0% Q2 2026 Jul 17, 2026
WealthCollab, LLC History No change 4,311 705 0.26% 0.26% 448 0 0.0% Q2 2026 Aug 10, 2026
Asempa Wealth Advisors History No change 4,274 699 0.52% 0.52% 449 0 0.0% Q2 2026 Jul 13, 2026
BRIGHTON JONES LLC History No change 4,251 695 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 4,243 694 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 07, 2026
Factor Wealth Management LTD History No change 4,235 693 0.1% 0.1% 452 0 0.0% Q2 2026 Jul 07, 2026
WealthShield Partners, LLC History No change 4,234 692 0.11% 0.11% 453 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 4,212 690 0.02% 0.02% 454 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 4,233 688 0.04% 0.04% 455 0 0.0% Q2 2026 Jul 14, 2026
Metis Global Partners, LLC History No change 4,204 688 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 10, 2026
Bison Wealth, LLC History No change 4,168 687 0.06% 0.06% 457 0 0.0% Q2 2026 Jul 07, 2026
GTS FINANCIAL, LLC History No change 5,064 685 0.5% 0.5% 458 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 4,143 678 0.03% 0.03% 459 0 0.0% Q2 2026 Jul 23, 2026
Archford Capital Strategies, LLC History No change 4,130 675 0.07% 0.07% 460 0 0.0% Q2 2026 Jul 17, 2026
Veridan Wealth LLC History No change 4,129 675 0.23% 0.23% 461 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Managment, LLC/ID History No change 4,092 669 0.28% 0.28% 462 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 4,083 668 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 06, 2026
Old Peak Finance LLC History No change 4,040 661 0.32% 0.32% 464 0 0.0% Q2 2026 Aug 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4,027 659 0.01% 0.01% 465 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER & CO INC History No change 4,005 655 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 03, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 4,004 654 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 10, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 3,972 650 0.04% 0.04% 468 0 0.0% Q2 2026 Aug 04, 2026
Lantz Financial LLC History No change 3,950 646 0.12% 0.12% 469 0 0.0% Q2 2026 Jul 09, 2026
Single Point Partners, LLC History No change 3,952 646 0.11% 0.11% 470 0 0.0% Q2 2026 Jul 16, 2026
COMMERCE BANK History No change 3,941 645 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 12, 2026
Diversified Enterprises, LLC History No change 3,944 645 0.03% 0.03% 472 0 0.0% Q2 2026 Jul 31, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 3,930 643 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 22, 2026
Odyssey Group, LLC History No change 3,916 640 0.17% 0.17% 474 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 3,860 631 0.01% 0.01% 475 0 0.0% Q2 2026 Aug 14, 2026
North Berkeley Wealth Management, LLC History No change 3,845 629 0.25% 0.25% 476 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Advisors, LLC History No change 3,840 628 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 3,824 625 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 14, 2026
Tarbox Family Office, Inc. History No change 3,793 620 0.09% 0.09% 479 0 0.0% Q2 2026 Aug 03, 2026
Venturi Wealth Management, LLC History No change 3,774 617 0.02% 0.02% 480 0 0.0% Q2 2026 Jul 20, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 3,775 617 0.15% 0.15% 481 0 0.0% Q2 2026 Aug 14, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 3,746 613 0.04% 0.04% 482 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 3,747 613 0.47% 0.47% 483 0 0.0% Q2 2026 Aug 11, 2026
Destination Wealth Management History No change 3,745 612 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 14, 2026
Capital Asset Advisory Services LLC History No change 3,703 606 0.02% 0.02% 485 0 0.0% Q2 2026 Aug 14, 2026
Peak Financial Management, Inc. History No change 3,702 605 0.14% 0.14% 486 0 0.0% Q2 2026 Jul 20, 2026
Financial Gravity Companies, Inc. History No change 3,686 603 0.1% 0.1% 487 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 3,651 597 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 06, 2026
LIBRA WEALTH LLC History No change 3,653 597 0.15% 0.15% 489 0 0.0% Q2 2026 Aug 06, 2026
EASTERN BANK History No change 3,634 594 0.01% 0.01% 490 0 0.0% Q2 2026 Jul 01, 2026
Sovereign Financial Group, Inc. History No change 3,630 594 0.09% 0.09% 491 0 0.0% Q2 2026 Jul 24, 2026
Oregon Pacific Wealth Management, LLC History No change 3,634 594 0.56% 0.56% 492 0 0.0% Q2 2026 Jul 22, 2026
Golden State Wealth Management, LLC History No change 3,612 591 0.05% 0.05% 493 0 0.0% Q2 2026 Jul 22, 2026
CIBC Bancorp USA Inc. History No change 3,590 587 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 3,578 585 0.16% 0.16% 495 0 0.0% Q2 2026 Aug 10, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 3,569 584 0.08% 0.08% 496 0 0.0% Q2 2026 Aug 11, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 3,538 579 0.5% 0.5% 497 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 3,513 575 0.03% 0.03% 498 0 0.0% Q2 2026 Jul 16, 2026
Traveka Wealth, LLC History No change 3,504 573 0.19% 0.19% 499 0 0.0% Q2 2026 Jul 21, 2026
Proactive Wealth Strategies LLC History No change 3,497 572 0.09% 0.09% 500 0 0.0% Q2 2026 Aug 10, 2026
NWF Advisory Services Inc. History No change 3,494 571 0.05% 0.05% 501 0 0.0% Q2 2026 Jul 29, 2026
Napier Financial, LLC History No change 3,460 566 0.12% 0.12% 502 0 0.0% Q2 2026 Jul 31, 2026
Prosperitas Financial LLC History No change 3,422 560 0.18% 0.18% 503 0 0.0% Q2 2026 Aug 19, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 3,414 558 0.47% 0.47% 504 0 0.0% Q2 2026 Aug 03, 2026
Chris Bulman Inc History No change 3,393 555 0.2% 0.2% 505 0 0.0% Q2 2026 Jul 22, 2026
Baker Avenue Asset Management, LP History No change 3,386 554 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 28, 2026
Caprock Group, LLC History No change 3,384 553 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 27, 2026
CORE WEALTH ADVISORS, LLC History No change 3,366 550 0.41% 0.41% 508 0 0.0% Q2 2026 Aug 04, 2026
Legacy Wealth Partners, LLC History No change 3,357 549 0.12% 0.12% 509 0 0.0% Q2 2026 Jul 22, 2026
CX Institutional History No change 3,280 547 0.01% 0.02% 510 0 0.0% Q3 2026 Oct 02, 2026
MATHER GROUP, LLC. History No change 3,340 546 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,339 546 0.02% 0.02% 512 0 0.0% Q2 2026 Jul 27, 2026
JHP Wealth Management, LLC History No change 3,332 545 0.45% 0.45% 513 0 0.0% Q2 2026 Jul 30, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 3,324 544 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 23, 2026
Tanager Wealth Management LLP History No change 3,319 543 0.05% 0.05% 515 0 0.0% Q2 2026 Jul 23, 2026
RKL Wealth Management LLC History No change 3,303 540 0.04% 0.04% 516 0 0.0% Q2 2026 Aug 10, 2026
Visionary Wealth Advisors History No change 3,297 539 0.02% 0.02% 517 0 0.0% Q2 2026 Aug 13, 2026
Emergent Wealth Advisors, LLC History No change 3,275 535 0.28% 0.28% 518 0 0.0% Q2 2026 Jul 13, 2026
STOCK YARDS BANK & TRUST CO History No change 3,257 533 0.02% 0.02% 519 0 0.0% Q2 2026 Aug 19, 2026
J. Mark Nickell & Co. History No change 3,246 531 0.42% 0.42% 520 0 0.0% Q2 2026 Aug 11, 2026
TABLEAUX LLC History No change 3,235 529 0.22% 0.22% 521 0 0.0% Q2 2026 Aug 07, 2026
Grey Fox Wealth Advisors, LLC History No change 3,221 527 0.08% 0.08% 522 0 0.0% Q2 2026 Jul 17, 2026
Range Advisory, LLC History No change 3,225 527 0.06% 0.06% 523 0 0.0% Q2 2026 Sep 02, 2026
Kestra Investment Management, LLC History No change 3,193 522 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 05, 2026
PDS Planning, Inc History No change 3,185 521 0.03% 0.03% 525 0 0.0% Q2 2026 Aug 05, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 3,184 521 0.21% 0.21% 526 0 0.0% Q2 2026 Jul 14, 2026
Smithfield Trust Co History No change 3,149 516 0.02% 0.02% 527 0 0.0% Q2 2026 Aug 05, 2026
Precision Wealth Strategies, LLC History No change 3,149 515 0.16% 0.16% 528 0 0.0% Q2 2026 Aug 10, 2026
ASL Financial, LLC History No change 3,137 513 0.36% 0.36% 529 0 0.0% Q2 2026 Jul 21, 2026
BAILARD, INC. History No change 3,127 511 0.01% 0.01% 530 0 0.0% Q2 2026 Jul 30, 2026
Summit Financial, LLC History No change 3,106 508 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 12, 2026
Clear Creek Financial Management, LLC History No change 3,063 501 0.03% 0.03% 532 0 0.0% Q2 2026 Jul 27, 2026
Vision Retirement, LLC History No change 3,056 500 0.12% 0.12% 533 0 0.0% Q2 2026 Jul 21, 2026
Csenge Advisory Group History No change 3,012 493 0.02% 0.02% 534 0 0.0% Q2 2026 Aug 10, 2026
Andrews Advisory Associates, LLC History No change 3,016 493 0.24% 0.24% 535 0 0.0% Q2 2026 Jul 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,005 491 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 23, 2026
VERUS CAPITAL PARTNERS, LLC History No change 2,980 487 0.03% 0.03% 537 0 0.0% Q2 2026 Aug 06, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 2,981 487 0.12% 0.12% 538 0 0.0% Q2 2026 Jul 24, 2026
Farmers National Bank History No change 2,932 479 0.1% 0.1% 539 0 0.0% Q2 2026 Aug 11, 2026
Sherman Asset Management, Inc. History No change 2,893 473 0.37% 0.37% 540 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,884 472 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 13, 2026
Finley Financial, LLC History No change 2,860 468 0.19% 0.19% 542 0 0.0% Q2 2026 Jul 08, 2026
American Money Management, LLC History No change 2,852 466 0.07% 0.07% 543 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 2,820 461 0.01% 0.01% 544 0 0.0% Q2 2026 Jul 31, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 2,829 461 0.07% 0.07% 545 0 0.0% Q2 2026 Aug 06, 2026
Barnes Wealth Management Group, Inc History No change 2,819 461 0.21% 0.21% 546 0 0.0% Q2 2026 Jul 24, 2026
Bright Futures Wealth Management, LLC. History No change 2,811 460 0.3% 0.3% 547 0 0.0% Q2 2026 Jul 24, 2026
W.H. Cornerstone Investments Inc. History No change 2,814 460 0.26% 0.26% 548 0 0.0% Q2 2026 Aug 07, 2026
ABLE Financial Group, LLC History No change 2,804 458 0.08% 0.08% 549 0 0.0% Q2 2026 Jul 22, 2026
NerdWallet Wealth Partners, LLC History No change 2,800 458 0.16% 0.16% 550 0 0.0% Q2 2026 Jul 07, 2026
Valtinson Bruner Financial Planning LLC History No change 2,795 457 0.11% 0.11% 551 0 0.0% Q2 2026 Aug 03, 2026
Quent Capital, LLC History No change 2,797 457 0.03% 0.03% 552 0 0.0% Q2 2026 Aug 07, 2026
Laird Norton Wetherby Trust Company, LLC History No change 2,784 455 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 2,783 455 0.02% 0.02% 554 0 0.0% Q2 2026 Aug 10, 2026
Fort Point Capital Partners LLC History No change 2,780 455 0.03% 0.03% 555 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 2,762 452 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 14, 2026
Waldron Private Wealth LLC History No change 2,755 450 0.02% 0.02% 557 0 0.0% Q2 2026 Jul 20, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 2,721 445 0.07% 0.07% 558 0 0.0% Q2 2026 Aug 13, 2026
Magnus Financial Group LLC History No change 2,718 444 0.03% 0.03% 559 0 0.0% Q2 2026 Jul 09, 2026
Spectrum Planning & Advisory Services Inc. History No change 2,701 442 0.2% 0.2% 560 0 0.0% Q2 2026 Jul 14, 2026
Liberty Atlantic Advisors LLC History No change 2,685 439 0.32% 0.32% 561 0 0.0% Q2 2026 Jul 21, 2026
MOLLER WEALTH PARTNERS History No change 2,649 433 0.08% 0.08% 562 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 2,650 433 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 09, 2026
Heritage Family Offices, LLP History No change 2,647 433 0.17% 0.17% 564 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 2,647 433 0.17% 0.17% 565 0 0.0% Q2 2026 Jul 06, 2026
Trek Financial, LLC History No change 2,619 428 0.02% 0.02% 566 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,603 426 0.01% 0.01% 567 0 0.0% Q2 2026 Jul 17, 2026
Broussard Financial Group LLC History No change 2,604 426 0.34% 0.34% 568 0 0.0% Q2 2026 Jul 27, 2026
One Day In July LLC History No change 2,600 425 0.03% 0.03% 569 0 0.0% Q2 2026 Aug 03, 2026
Milestone Investment Advisors LLC History No change 2,597 425 0.09% 0.09% 570 0 0.0% Q2 2026 Aug 14, 2026
Aureum Wealth Management, LLC History No change 2,556 418 0.26% 0.26% 571 0 0.0% Q2 2026 Jul 22, 2026
Syntegra Private Wealth Group, LLC History No change 2,549 417 0.03% 0.03% 572 0 0.0% Q2 2026 Jul 15, 2026
Seven Post Investment Office LP History No change 2,532 414 0.12% 0.12% 573 0 0.0% Q2 2026 Jul 28, 2026
Wealth Enhancement Trust Services, Inc. History No change 2,507 410 0.05% 0.05% 574 0 0.0% Q2 2026 Jul 22, 2026
VILLERE ST DENIS J & CO LLC History No change 2,500 409 0.05% 0.05% 575 0 0.0% Q2 2026 Aug 07, 2026
Clean Yield Group History No change 2,474 404 0.1% 0.1% 576 0 0.0% Q2 2026 Aug 05, 2026
Pallas Capital Advisors LLC History No change 2,463 403 0.01% 0.01% 577 0 0.0% Q2 2026 Aug 07, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 2,455 401 0.03% 0.03% 578 0 0.0% Q2 2026 Aug 07, 2026
Elevation Wealth Management LLC History No change 2,448 400 0.3% 0.3% 579 0 0.0% Q2 2026 Jul 29, 2026
DWR WEALTH MANAGEMENT, LLC History No change 2,463 400 0.3% 0.3% 580 0 0.0% Q2 2026 Jul 07, 2026
WESBANCO BANK INC History No change 2,430 397 0.01% 0.01% 581 0 0.0% Q2 2026 Jul 28, 2026
OARSMAN CAPITAL, INC. History No change 2,426 397 0.04% 0.04% 582 0 0.0% Q2 2026 Aug 07, 2026
Argent Trust Co History No change 2,429 397 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 2,371 395 0.11% 0.1% 584 -7 -0.29% Q3 2026 Oct 02, 2026
Aspen Wealth Strategies, LLC History No change 2,397 392 0.19% 0.19% 585 0 0.0% Q2 2026 Aug 07, 2026
Pettinga Financial Advisors LLC History No change 2,389 391 0.06% 0.06% 586 0 0.0% Q2 2026 Jul 09, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,391 391 0.02% 0.02% 587 0 0.0% Q2 2026 Jul 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,376 388 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 14, 2026
True North Advisors, LLC History No change 2,365 387 0.04% 0.04% 589 0 0.0% Q2 2026 Jul 22, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 2,354 385 0.08% 0.08% 590 0 0.0% Q2 2026 Jul 17, 2026
Destiny Wealth Partners, LLC History No change 2,346 383 0.05% 0.05% 591 0 0.0% Q2 2026 Aug 07, 2026
BCU Wealth Advisors, LLC History No change 2,326 380 0.13% 0.13% 592 0 0.0% Q2 2026 Jul 14, 2026
TritonPoint Partners, LLC History No change 2,314 378 0.03% 0.03% 593 0 0.0% Q2 2026 Aug 13, 2026
WHALEROCK POINT PARTNERS, LLC History No change 2,306 377 0.06% 0.06% 594 0 0.0% Q2 2026 Aug 13, 2026
CGC Financial Services, LLC History No change 2,297 375 0.08% 0.08% 595 0 0.0% Q2 2026 Jul 13, 2026
Legacy Edge Advisors, LLC History No change 2,294 375 0.03% 0.03% 596 0 0.0% Q2 2026 Aug 11, 2026
Bellwether Advisors, LLC History No change 2,288 374 0.06% 0.06% 597 0 0.0% Q2 2026 Aug 13, 2026
Trademark Financial Management, LLC History No change 2,290 374 0.15% 0.15% 598 0 0.0% Q2 2026 Jul 27, 2026
Northstar Financial Companies, Inc. History No change 2,278 372 0.25% 0.25% 599 0 0.0% Q2 2026 Aug 06, 2026
Sound View Wealth Advisors Group, LLC History No change 2,270 371 0.02% 0.02% 600 0 0.0% Q2 2026 Aug 11, 2026
Sentinel Advisory Group, LLC History No change 2,270 371 0.15% 0.15% 601 0 0.0% Q2 2026 Jul 23, 2026
Avantax Planning Partners, Inc. History No change 2,250 368 0.01% 0.01% 602 0 0.0% Q2 2026 Jul 28, 2026
Rede Wealth, LLC History No change 2,247 367 0.12% 0.12% 603 0 0.0% Q2 2026 Aug 03, 2026
Merkkuri Wealth Advisors LLC History No change 2,246 367 0.23% 0.23% 604 0 0.0% Q2 2026 Jul 27, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 2,224 364 0.05% 0.05% 605 0 0.0% Q2 2026 Jul 31, 2026
Oxinas Partners, LLC History No change 2,219 363 0.14% 0.14% 606 0 0.0% Q2 2026 Jul 14, 2026
5T Wealth, LLC History No change 2,214 362 0.13% 0.13% 607 0 0.0% Q2 2026 Jul 21, 2026
NBT BANK, N.A. History No change 2,211 361 0.02% 0.02% 608 0 0.0% Q2 2026 Jul 29, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,211 361 0.18% 0.18% 609 0 0.0% Q2 2026 Aug 18, 2026
Leverty Financial Group, LLC History No change 2,209 361 0.07% 0.07% 610 0 0.0% Q2 2026 Jul 10, 2026
BURLING WEALTH PARTNERS, LLC History No change 2,200 360 0.05% 0.05% 611 0 0.0% Q2 2026 Aug 04, 2026
DAVIS R M INC History No change 2,194 359 0.01% 0.01% 612 0 0.0% Q2 2026 Aug 14, 2026
Level Financial Advisors History No change 2,191 358 0.08% 0.08% 613 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 2,141 350 0.03% 0.03% 614 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 2,136 349 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 11, 2026
SEMITAM BONAM LLC History No change 2,134 349 0.26% 0.26% 616 0 0.0% Q2 2026 Jul 24, 2026
Fortis Capital Advisors, LLC History No change 2,131 348 0.04% 0.04% 617 0 0.0% Q2 2026 Jul 31, 2026
Amplius Wealth Advisors, LLC History No change 2,115 346 0.03% 0.03% 618 0 0.0% Q2 2026 Jul 17, 2026
Wedmont Private Capital History No change 2,086 345 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 13, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 2,102 344 0.03% 0.03% 620 0 0.0% Q2 2026 Aug 14, 2026
Vertex Planning Partners, LLC History No change 2,107 344 0.05% 0.05% 621 0 0.0% Q2 2026 Aug 14, 2026
Worth Financial Advisory Group, LLC History No change 2,079 340 0.14% 0.14% 622 0 0.0% Q2 2026 Jul 30, 2026
Pine Valley Investments Ltd Liability Co History No change 2,083 340 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 24, 2026
Martel Wealth Advisors LLC History No change 2,080 340 0.05% 0.05% 624 0 0.0% Q2 2026 Jul 13, 2026
Transamerica Financial Advisors, LLC History No change 2,058 336 0.03% 0.03% 625 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 2,057 336 0.01% 0.01% 626 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 2,053 335 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,033 332 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 14, 2026
WRAPMANAGER INC History No change 2,024 331 0.1% 0.1% 629 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 2,014 329 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 07, 2026
Forum Financial Management, LP History No change 2,011 329 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 23, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 2,006 328 0.16% 0.16% 632 0 0.0% Q2 2026 Aug 13, 2026
Seascape Capital Management History No change 1,998 327 0.08% 0.08% 633 0 0.0% Q2 2026 Jul 21, 2026
Total Clarity Wealth Management, Inc. History No change 1,977 323 0.06% 0.06% 634 0 0.0% Q2 2026 Jul 23, 2026
Buttonwood Financial Group, LLC History No change 1,975 323 0.18% 0.18% 635 0 0.0% Q2 2026 Jul 30, 2026
Note Advisors, LLC History No change 1,974 323 0.14% 0.14% 636 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Group LLC History No change 1,968 322 0.04% 0.04% 637 0 0.0% Q2 2026 Aug 05, 2026
Callan Family Office, LLC History No change 1,968 322 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 11, 2026
NATURAL INVESTMENTS, LLC History No change 1,960 320 0.07% 0.07% 639 0 0.0% Q2 2026 Jul 31, 2026
CHANNEL WEALTH LLC History No change 1,955 319 0.07% 0.07% 640 0 0.0% Q2 2026 Aug 04, 2026
Klingman & Associates, LLC History No change 1,922 314 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 29, 2026
Signal Advisors Wealth, LLC History No change 1,921 314 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 04, 2026
Drucker Wealth 3.0, LLC History No change 1,920 314 0.05% 0.05% 643 0 0.0% Q2 2026 Jul 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 1,907 312 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 23, 2026
BKM Wealth Management, LLC History No change 1,900 310 0.11% 0.11% 645 0 0.0% Q2 2026 Jul 29, 2026
Invesco Ltd. History No change 1,892 309 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 14, 2026
KINTRA WEALTH, LLC History No change 1,812 308 0.02% 0.02% 647 0 0.0% Q2 2026 Aug 14, 2026
Etesian Wealth Advisors, Inc. History No change 1,883 308 0.09% 0.09% 648 0 0.0% Q2 2026 Jul 23, 2026
PECAUT & CO. History No change 1,879 307 0.09% 0.09% 649 0 0.0% Q2 2026 Aug 03, 2026
Chesapeake Wealth Management History No change 1,865 305 0.09% 0.09% 650 0 0.0% Q2 2026 Aug 13, 2026
Gallacher Capital Management LLC History No change 1,866 305 0.17% 0.17% 651 0 0.0% Q2 2026 Jul 16, 2026
Polaris Investment Advisors, LLC History No change 1,866 305 0.2% 0.2% 652 0 0.0% Q2 2026 Jul 09, 2026
Tortoise Investment Management, LLC History No change 1,862 304 0.02% 0.02% 653 0 0.0% Q2 2026 Aug 07, 2026
Avantra Family Wealth, Inc. History No change 1,860 304 0.19% 0.19% 654 0 0.0% Q2 2026 Jul 29, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 1,858 304 0.07% 0.07% 655 0 0.0% Q2 2026 Jul 15, 2026
Financial Engines Advisors L.L.C. History No change 1,856 303 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 14, 2026
SAGE FINANCIAL GROUP INC History No change 1,850 302 0.02% 0.02% 657 0 0.0% Q2 2026 Jul 21, 2026
Frankly Finances, LLC History No change 1,848 302 0.24% 0.24% 658 0 0.0% Q2 2026 Jul 15, 2026
Cadia Private Client LLC History No change 1,850 302 0.22% 0.22% 659 0 0.0% Q2 2026 Aug 11, 2026
SageView Advisory Group, LLC History No change 1,842 301 0.01% 0.01% 660 0 0.0% Q2 2026 Aug 10, 2026
Williams Financial, LLC History No change 1,834 300 0.16% 0.16% 661 0 0.0% Q2 2026 Jul 21, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 1,819 297 0.01% 0.01% 662 0 0.0% Q2 2026 Aug 18, 2026
MontVue Capital Management, Inc. History No change 1,819 297 0.17% 0.17% 663 0 0.0% Q2 2026 Jul 27, 2026
Ameraudi Asset Management, Inc. History No change 1,793 293 0.13% 0.13% 664 0 0.0% Q2 2026 Aug 06, 2026
PINNACLE ASSOCIATES LTD History No change 1,787 292 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 03, 2026
FSA WEALTH PARTNERS, INC. History No change 1,787 292 0.07% 0.07% 666 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth Management, LLC History No change 1,774 290 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 22, 2026
Advisory Alpha, LLC History No change 1,760 288 0.01% 0.01% 668 0 0.0% Q2 2026 Aug 11, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 1,755 287 0.08% 0.08% 669 0 0.0% Q2 2026 Jul 09, 2026
Fermata Advisors, LLC History No change 1,752 286 0.06% 0.06% 670 0 0.0% Q2 2026 Jul 07, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,740 284 0.02% 0.02% 671 0 0.0% Q2 2026 Aug 11, 2026
Braun-Bostich & Associates Inc. History No change 1,733 283 0.16% 0.16% 672 0 0.0% Q2 2026 Jul 24, 2026
Quadcap Wealth Management, LLC History No change 1,732 283 0.03% 0.03% 673 0 0.0% Q2 2026 Jul 31, 2026
Pearl Planning LLC History No change 1,732 283 0.13% 0.13% 674 0 0.0% Q2 2026 Jul 21, 2026
Haverford Trust Co History No change 1,711 280 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 12, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 1,712 280 0.04% 0.04% 676 0 0.0% Q2 2026 Jul 13, 2026
MOTCO History No change 1,708 279 0.02% 0.02% 677 0 0.0% Q2 2026 Jul 31, 2026
M3 Advisory Group, LLC History No change 1,694 277 0.14% 0.14% 678 0 0.0% Q2 2026 Jul 24, 2026
Francis Financial, Inc. History No change 1,691 276 0.05% 0.05% 679 0 0.0% Q2 2026 Aug 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,675 274 0.02% 0.02% 680 0 0.0% Q2 2026 Jul 22, 2026
Vestmark Advisory Solutions, Inc. History No change 1,672 273 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 1,649 270 0.01% 0.01% 682 0 0.0% Q2 2026 Jul 28, 2026
Founders Financial Alliance, LLC History No change 1,643 268 0.04% 0.04% 683 0 0.0% Q2 2026 Aug 04, 2026
Schwallier Wealth Management LLC History No change 1,641 268 0.17% 0.17% 684 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History No change 1,642 268 0.01% 0.01% 685 0 0.0% Q2 2026 Jul 29, 2026
Institute for Wealth Management, LLC. History No change 1,631 266 0.02% 0.02% 686 0 0.0% Q2 2026 Jul 28, 2026
Fiduciary Alliance LLC History No change 1,623 265 0.02% 0.02% 687 0 0.0% Q2 2026 Jul 20, 2026
Hopwood Nicholas Hunter History No change 1,623 265 0.07% 0.07% 688 0 0.0% Q2 2026 Aug 14, 2026
TD Capital Management LLC History No change 1,615 264 0.02% 0.02% 689 0 0.0% Q2 2026 Aug 06, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,613 264 0.0% 0.0% 690 0 0.0% Q2 2026 Sep 23, 2026
Sage Financial Management Group, Inc. History No change 1,595 261 0.07% 0.07% 691 0 0.0% Q2 2026 Jul 24, 2026
Fire Capital Management LLC History No change 1,600 261 0.11% 0.11% 692 0 0.0% Q2 2026 Aug 03, 2026
Scarborough Advisors, LLC History No change 1,596 258 0.03% 0.03% 693 0 0.0% Q2 2026 Jul 21, 2026
Investors Research Corp History No change 1,565 256 0.05% 0.05% 694 0 0.0% Q2 2026 Jul 10, 2026
Stratos Investment Management, LLC History No change 1,558 254 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 11, 2026
Urban Wealth Management, LLC History No change 1,542 252 0.22% 0.22% 696 0 0.0% Q2 2026 Jul 23, 2026
Bragg Financial Advisors, Inc History No change 1,530 250 0.01% 0.01% 697 0 0.0% Q2 2026 Aug 12, 2026
UPTICK PARTNERS, LLC History No change 1,532 250 0.04% 0.04% 698 0 0.0% Q2 2026 Aug 10, 2026
Frederick Financial Consultants, LLC History No change 1,522 249 0.11% 0.11% 699 0 0.0% Q2 2026 Aug 14, 2026
Commonwealth Financial Services, LLC History No change 1,511 247 0.03% 0.03% 700 0 0.0% Q2 2026 Jul 15, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 1,737 245 0.03% 0.03% 701 0 0.0% Q2 2026 Aug 05, 2026
Curry Webb Wealth Management LLC History No change 1,500 245 0.1% 0.1% 702 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 1,496 244 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 1,496 244 0.02% 0.02% 704 0 0.0% Q2 2026 Aug 14, 2026
Integrated Advisors Network LLC History No change 1,480 242 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 11, 2026
Vantus Wealth LLC History No change 1,484 242 0.13% 0.13% 706 0 0.0% Q2 2026 Aug 07, 2026
Abundance Wealth Counselors History No change 1,470 240 0.02% 0.02% 707 0 0.0% Q2 2026 Jul 23, 2026
Mesirow Financial Investment Management, Inc. History No change 1,458 238 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 22, 2026
Essex LLC History No change 1,449 237 0.04% 0.04% 709 0 0.0% Q2 2026 Jul 24, 2026
Security Financial Services, INC. History No change 1,453 237 0.03% 0.03% 710 0 0.0% Q2 2026 Jul 15, 2026
Graves Light Lenhart Wealth, Inc. History No change 1,444 236 0.02% 0.02% 711 0 0.0% Q2 2026 Jul 07, 2026
NORTHLAND SECURITIES, INC. History No change 1,437 235 0.14% 0.14% 712 0 0.0% Q2 2026 Aug 04, 2026
Arcadia Wealth Management, Inc. History No change 1,441 235 0.11% 0.11% 713 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History No change 1,421 232 0.02% 0.02% 714 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 1,420 232 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 14, 2026
Capital Advantage, Inc. History No change 1,415 231 0.03% 0.03% 716 0 0.0% Q2 2026 Jul 13, 2026
Brand Asset Management Group, Inc. History No change 1,408 230 0.05% 0.05% 717 0 0.0% Q2 2026 Aug 12, 2026
Cooper Financial Group History No change 1,410 230 0.02% 0.02% 718 0 0.0% Q2 2026 Jul 08, 2026
Greenfield Savings Bank History No change 1,400 229 0.09% 0.09% 719 0 0.0% Q2 2026 Jul 07, 2026
GGM Financial LLC History No change 1,401 229 0.09% 0.09% 720 0 0.0% Q2 2026 Jul 23, 2026
Asset One Wealth Management LLC History No change 1,387 229 0.02% 0.02% 721 0 0.0% Q2 2026 Aug 13, 2026
Madison Wealth Partners, Inc History No change 1,375 225 0.03% 0.03% 722 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 1,365 223 0.01% 0.01% 723 0 0.0% Q2 2026 Aug 05, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,368 223 0.08% 0.08% 724 0 0.0% Q2 2026 Aug 13, 2026
Guilbault Capital LLC History No change 1,339 219 0.22% 0.22% 725 0 0.0% Q2 2026 Jul 23, 2026
JFS WEALTH ADVISORS, LLC History No change 1,336 218 0.01% 0.01% 726 0 0.0% Q2 2026 Jul 10, 2026
NOVUS ADVISORS, LLC History No change 1,337 218 0.45% 0.45% 727 0 0.0% Q2 2026 Jul 27, 2026
Qube Research & Technologies Ltd History No change 1,331 217 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Wealth LLC History No change 1,322 216 0.02% 0.02% 729 0 0.0% Q2 2026 Aug 11, 2026
Element Wealth, LLC History No change 1,315 215 0.08% 0.08% 730 0 0.0% Q2 2026 Aug 14, 2026
SC&H Financial Advisors, Inc. History No change 1,318 215 0.03% 0.03% 731 0 0.0% Q2 2026 Aug 04, 2026
Cassilly Financial Group LLC History No change 1,319 215 0.16% 0.16% 732 0 0.0% Q2 2026 Jul 15, 2026
INTEGRITY ALLIANCE, LLC. History No change 1,306 213 0.01% 0.01% 733 0 0.0% Q2 2026 Jul 31, 2026
Neuberger Berman Group LLC History No change 1,305 213 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 13, 2026
Foguth Wealth Management, LLC. History No change 1,310 213 0.02% 0.02% 735 0 0.0% Q2 2026 Jul 21, 2026
D'Orazio & Associates, Inc. History No change 1,298 212 0.02% 0.02% 736 0 0.0% Q2 2026 Jul 28, 2026
Bernardo Wealth Planning LLC History No change 1,287 210 0.04% 0.04% 737 0 0.0% Q2 2026 Jul 27, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 1,289 210 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 14, 2026
Wealthquest Corp History No change 1,277 209 0.01% 0.01% 739 0 0.0% Q2 2026 Jul 23, 2026
Plum Street Advisors, LLC History No change 1,275 208 0.07% 0.07% 740 0 0.0% Q2 2026 Aug 13, 2026
ARQ WEALTH ADVISORS, LLC History No change 1,264 207 0.03% 0.03% 741 0 0.0% Q2 2026 Jul 24, 2026
Rollins Financial Advisors, LLC History No change 1,268 207 0.03% 0.03% 742 0 0.0% Q2 2026 Aug 04, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 1,248 204 0.05% 0.05% 743 0 0.0% Q2 2026 Jul 15, 2026
Coign Capital Advisors LLC History No change 1,249 204 0.09% 0.09% 744 0 0.0% Q2 2026 Jul 29, 2026
BANK OF HAWAII History No change 1,241 203 0.01% 0.01% 745 0 0.0% Q2 2026 Aug 13, 2026
Bond & Devick Financial Network, Inc. History No change 1,241 203 0.05% 0.05% 746 0 0.0% Q2 2026 Jul 16, 2026
NorthCrest Asset Manangement, LLC History No change 1,225 202 0.01% 0.01% 747 0 0.0% Q2 2026 Jul 15, 2026
PAX Financial Group, LLC History No change 1,230 201 0.03% 0.03% 748 0 0.0% Q2 2026 Aug 05, 2026
Badgley Phelps Wealth Managers, LLC History No change 1,230 201 0.0% 0.0% 749 0 0.0% Q2 2026 Jul 31, 2026
Valtrion Capital Management, LLC History No change 1,226 200 0.15% 0.15% 750 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 1,215 198 0.01% 0.01% 751 0 0.0% Q2 2026 Aug 12, 2026
Harbor Asset Planning, Inc. History No change 1,157 189 0.14% 0.14% 752 0 0.0% Q2 2026 Jul 22, 2026
Manchester Capital Management LLC History No change 1,140 186 0.02% 0.02% 753 0 0.0% Q2 2026 Aug 13, 2026
Bank of New Hampshire History No change 1,095 179 0.04% 0.04% 754 0 0.0% Q2 2026 Jul 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,050 171 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 14, 2026
HUNTINGTON NATIONAL BANK History No change 1,023 167 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 1,002 163 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 07, 2026
Tanglewood Legacy Advisors, LLC History No change 1,000 163 0.05% 0.05% 758 0 0.0% Q2 2026 Aug 10, 2026
Asset Dedication, LLC History No change 958 156 0.01% 0.01% 759 0 0.0% Q2 2026 Jul 30, 2026
Financial Perspectives, Inc History No change 955 156 0.04% 0.04% 760 0 0.0% Q2 2026 Jul 24, 2026
Larson Financial Group LLC History No change 924 151 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 900 147 0.03% 0.03% 762 0 0.0% Q2 2026 Jul 10, 2026
Balentine LLC History No change 871 142 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 865 141 0.01% 0.01% 764 0 0.0% Q2 2026 Aug 12, 2026
BOK Financial Private Wealth, Inc. History No change 849 138 0.01% 0.01% 765 0 0.0% Q2 2026 Aug 07, 2026
Downshift Financial, LLC History No change 847 138 0.06% 0.06% 766 0 0.0% Q2 2026 Aug 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 837 136 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 30, 2026
First Bancorp, Inc /ME/ History No change 807 132 0.05% 0.05% 768 0 0.0% Q2 2026 Aug 11, 2026
DT Investment Partners, LLC History No change 782 127 0.01% 0.01% 769 0 0.0% Q2 2026 Jul 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 760 124 0.0% 0.0% 770 0 0.0% Q2 2026 Jul 20, 2026
MeadowBrook Investment Advisors LLC History No change 746 122 0.1% 0.1% 771 0 0.0% Q2 2026 Jul 20, 2026
Continuum Advisory, LLC History No change 742 121 0.01% 0.01% 772 0 0.0% Q2 2026 Aug 06, 2026
Winthrop Capital Management, LLC History No change 719 118 0.03% 0.03% 773 0 0.0% Q2 2026 Aug 13, 2026
New Republic Capital, LLC History No change 719 117 0.03% 0.03% 774 0 0.0% Q2 2026 Jul 31, 2026
FINANCIAL CONSULATE, INC History No change 704 115 0.01% 0.01% 775 0 0.0% Q2 2026 Jul 23, 2026
Clearstead Trust, LLC History No change 659 107 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 06, 2026
Centerpoint Advisors, LLC History No change 642 105 0.03% 0.03% 777 0 0.0% Q2 2026 Aug 05, 2026
Key FInancial Inc History No change 632 103 0.02% 0.02% 778 0 0.0% Q2 2026 Jul 24, 2026
Center for Financial Planning, Inc. History No change 588 96 0.01% 0.01% 779 0 0.0% Q2 2026 Jul 21, 2026
Bravera Wealth History No change 591 96 0.04% 0.04% 780 0 0.0% Q2 2026 Jul 23, 2026
Federation des caisses Desjardins du Quebec History No change 568 92 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 13, 2026
BLUELINE ADVISORS LLC History No change 559 91 0.06% 0.06% 782 0 0.0% Q2 2026 Jul 27, 2026
Nalls Sherbakoff Group, LLC History No change 550 90 0.06% 0.06% 783 0 0.0% Q2 2026 Aug 17, 2026
Timbuktu Capital Management, LLC History No change 547 89 0.13% 0.13% 784 0 0.0% Q2 2026 Aug 13, 2026
Forum Finance Group S.A. History No change 660 87 0.03% 0.03% 785 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 527 86 0.01% 0.01% 786 0 0.0% Q2 2026 Jul 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 521 85 0.0% 0.0% 787 0 0.0% Q2 2026 Jul 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 510 83 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 12, 2026
VIMA LLC History No change 490 80 0.08% 0.08% 789 0 0.0% Q2 2026 Jul 24, 2026
Arlington Trust Co LLC History No change 480 78 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 07, 2026
GW&K Investment Management, LLC History No change 469 77 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 12, 2026
Investors Portfolio Services LLC History No change 462 75 0.06% 0.06% 792 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 442 72 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 10, 2026
Addison Advisors LLC History No change 436 71 0.03% 0.03% 794 0 0.0% Q2 2026 Aug 10, 2026
Archer Investment Corp History No change 414 67 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 03, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 411 67 0.01% 0.01% 796 0 0.0% Q2 2026 Jul 27, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 405 66 0.04% 0.04% 797 0 0.0% Q2 2026 Jul 21, 2026
EFG International AG History No change 382 62 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 14, 2026
DHJJ Financial Advisors, Ltd. History No change 365 59 0.02% 0.02% 799 0 0.0% Q2 2026 Jul 24, 2026
JNBA Financial Advisors History No change 354 57 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 23, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 323 52 0.01% 0.01% 801 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 282 46 0.01% 0.01% 802 0 0.0% Q2 2026 Aug 14, 2026
United Financial Planning Group LLC History No change 271 44 0.02% 0.02% 803 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 254 41 0.0% 0.0% 804 0 0.0% Q2 2026 Jul 23, 2026
Buck Wealth Strategies, LLC History No change 254 41 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 30, 2026
Fortitude Family Office, LLC History No change 247 40 0.01% 0.01% 806 0 0.0% Q2 2026 Jul 20, 2026
Caitlin John, LLC History No change 247 40 0.02% 0.02% 807 0 0.0% Q2 2026 Aug 17, 2026
Triumph Capital Management History No change 240 39 0.01% 0.01% 808 0 0.0% Q2 2026 Jul 20, 2026
Kennebec Savings Bank History No change 237 38 0.03% 0.03% 809 0 0.0% Q2 2026 Jul 13, 2026
BOKF, NA History No change 229 37 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 10, 2026
Commonwealth Retirement Investments LLC History No change 227 37 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 03, 2026
Kilter Group LLC History No change 232 37 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 222 36 0.0% 0.0% 813 0 0.0% Q2 2026 Jul 27, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 209 34 0.01% 0.01% 814 0 0.0% Q2 2026 Sep 02, 2026
Highland Investment Advisors LLC History No change 203 33 0.01% 0.01% 815 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 192 31 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 189 30 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 10, 2026
Keating Financial Advisory Services, Inc. History No change 187 30 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 11, 2026
PROFFITT & GOODSON INC History No change 183 29 0.0% 0.0% 819 0 0.0% Q2 2026 Jul 22, 2026
Cape Investment Advisory, Inc. History No change 168 27 0.01% 0.01% 820 0 0.0% Q2 2026 Jul 23, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 153 25 0.01% 0.01% 821 0 0.0% Q2 2026 Sep 18, 2026
Creative Capital Management Investments LLC History No change 154 25 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History No change 147 24 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History No change 141 23 0.0% 0.0% 824 0 0.0% Q2 2026 Jul 21, 2026
Bernard Wealth Management Corp. History No change 140 22 0.01% 0.01% 825 0 0.0% Q2 2026 Aug 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 132 21 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 06, 2026
Quest 10 Wealth Builders, Inc. History No change 133 21 0.02% 0.02% 827 0 0.0% Q2 2026 Jul 24, 2026
Benson Wealth Management INC History No change 134 21 0.02% 0.02% 828 0 0.0% Q2 2026 Aug 10, 2026
Community Bank, N.A. History No change 125 20 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 13, 2026
Signature Resources Capital Management, LLC History No change 123 20 0.01% 0.01% 830 0 0.0% Q2 2026 Jul 13, 2026
JPL Wealth Management, LLC History No change 119 19 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 13, 2026
ELEVATE WEALTH ADVISORY, INC History No change 110 18 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 14, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 111 18 0.01% 0.01% 833 0 0.0% Q2 2026 Jul 06, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 109 17 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History No change 86 14 0.0% 0.0% 835 0 0.0% Q2 2026 Sep 04, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 70 11 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 12, 2026
FAS Wealth Partners, Inc. History No change 62 10 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 29, 2026
United Community Bank History No change 66 10 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 13, 2026
Wiser Advisor Group LLC History No change 64 10 0.01% 0.01% 839 0 0.0% Q2 2026 Aug 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 58 9 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 52 9 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 55 9 0.0% 0.0% 842 0 0.0% Q2 2026 Aug 12, 2026
Strategic Wealth Advisors LLC History No change 61 9 0.01% 0.01% 843 0 0.0% Q2 2026 Aug 07, 2026
Hanson & Doremus Investment Management History No change 49 8 0.0% 0.0% 844 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 49 8 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 48 7 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 45 7 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 07, 2026
Capitol Family Office, Inc. History No change 42 6 0.01% 0.01% 848 0 0.0% Q2 2026 Jul 31, 2026
Alpine Bank Wealth Management History No change 42 6 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 07, 2026
Portfolio Resources Advisor Group, Inc. History No change 37 6 0.01% 0.01% 850 0 0.0% Q2 2026 Jul 29, 2026
Synergy Investment Management, LLC History No change 35 5 0.0% 0.0% 851 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 29 4 0.0% 0.0% 852 0 0.0% Q2 2026 Jul 21, 2026
Colonial Trust Advisors History No change 27 4 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 11, 2026
Retirement Wealth Solutions LLC History No change 30 4 0.0% 0.0% 854 0 0.0% Q2 2026 Jul 07, 2026
GHP Investment Advisors, Inc. History No change 20 3 0.0% 0.0% 855 0 0.0% Q2 2026 Jul 17, 2026
Coston, McIsaac & Partners History No change 22 3 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 12, 2026
Key Capital Management, INC History No change 24 3 0.0% 0.0% 857 0 0.0% Q2 2026 Jul 27, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 23 3 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 11, 2026
Glassman Wealth Services History No change 17 2 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 05, 2026
Davis Capital Management History No change 18 2 0.0% 0.0% 860 0 0.0% Q2 2026 Jul 16, 2026
Robbins Farley History No change 16 2 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 22, 2026
Hurley Capital, LLC History No change 11 1 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 10, 2026
TSFG, LLC History No change 6 1 0.0% 0.0% 863 0 0.0% Q2 2026 Jul 23, 2026
Covestor Ltd History No change 9 1 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 07, 2026
Financial Life Planners History No change 7 1 0.0% 0.0% 865 0 0.0% Q2 2026 Jul 21, 2026
ATWOOD & PALMER INC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
SBI Securities Co., Ltd. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
MASECO LLP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Silver Grove Financial Group, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026