VANGUARD WORLD FUND - ESGV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
VANGUARD ADVISERS INC History Added to 3,842,055 508,073 1.73% 1.63% 1 +141,981 3.84% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History Added to 1,819,118 240,560 0.46% 0.44% 2 +29,010 1.62% Q2 2026 Aug 07, 2026
MORGAN STANLEY History Added to 1,721,745 227,683 0.01% 0.01% 3 +41,420 2.46% Q2 2026 Aug 13, 2026
Creative Planning History Added to 1,465,297 193,770 0.11% 0.11% 4 +7,469 0.51% Q2 2026 Aug 13, 2026
VISA FOUNDATION History Reduced 1,097,235 145,098 93.46% 100.0% 5 -75,500 -6.44% Q2 2026 Aug 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 667,954 88,330 0.02% 0.02% 6 +3,373 0.51% Q2 2026 Aug 14, 2026
Betterment LLC History Reduced 596,067 78,824 0.13% 0.13% 7 -8,986 -1.49% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Reduced 573,327 75,816 0.0% 0.0% 8 -4,440 -0.77% Q2 2026 Aug 14, 2026
Stanich Group LLC History Added to 551,409 72,919 45.91% 45.15% 9 +23,788 4.51% Q2 2026 Jul 16, 2026
IMPACTfolio, LLC History Reduced 499,439 66,045 24.87% 23.84% 10 -290 -0.06% Q2 2026 Jul 22, 2026
ROYAL BANK OF CANADA History Added to 487,150 64,421 0.01% 0.01% 11 +27,901 6.08% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History Added to 442,529 58,520 0.08% 0.08% 12 +13,813 3.22% Q2 2026 Aug 12, 2026
Apella Capital, LLC History Added to 415,255 54,934 0.78% 0.77% 13 +1,540 0.37% Q2 2026 Jul 08, 2026
SCS Capital Management LLC History Added to 391,185 51,730 0.49% 0.46% 14 +652 0.17% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History Added to 364,656 48,222 3.49% 3.49% 15 +79 0.02% Q2 2026 Jul 23, 2026
IMA Advisory Services, Inc. History Added to 349,458 46,212 2.89% 2.99% 16 +76,507 28.03% Q2 2026 Aug 10, 2026
Platt Investment Counsel, LLC History Added to 348,831 46,129 30.91% 30.01% 17 +1,617 0.47% Q2 2026 Jul 08, 2026
Facet Wealth, Inc. History Reduced 347,433 45,944 0.66% 0.7% 18 -11,920 -3.32% Q2 2026 Jul 27, 2026
MATHER GROUP, LLC. History Added to 321,873 42,564 0.37% 0.33% 19 +31,476 10.84% Q2 2026 Jul 27, 2026
Sellwood Investment Partners LLC History Reduced 314,328 41,566 14.66% 14.84% 20 -21,083 -6.29% Q2 2026 Jul 27, 2026
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje History New 289,370 38,266 7.39% — 21 +289,370 New Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 290,727 37,532 0.02% 0.01% 22 +24,940 9.38% Q2 2026 Aug 14, 2026
LPL Financial LLC History Added to 273,953 36,227 0.01% 0.01% 23 +13,437 5.16% Q2 2026 Aug 07, 2026
Verde Capital Management History Reduced 268,931 35,563 6.58% 14.58% 24 -338,213 -55.71% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History Added to 249,827 33,037 0.0% 0.0% 25 +3,172 1.29% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Added to 246,817 32,639 0.01% 0.01% 26 +3,640 1.5% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 245,103 32,339 0.01% 0.01% 27 -10,002 -3.92% Q2 2026 Aug 14, 2026
Garde Capital, Inc. History Reduced 234,927 31,066 1.39% 1.6% 28 -2,819 -1.19% Q2 2026 Jul 31, 2026
Angeles Investment Advisors, LLC History Added to 230,836 30,525 1.83% 1.41% 29 +44,196 23.68% Q2 2026 Jul 22, 2026
UBS Group AG History Reduced 230,304 30,455 0.0% 0.0% 30 -26,793 -10.42% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 230,220 30,444 0.01% 0.01% 31 -10,555 -4.38% Q2 2026 Sep 23, 2026
Hanson & Doremus Investment Management History Reduced 227,643 30,103 3.06% 2.94% 32 -212 -0.09% Q2 2026 Jul 29, 2026
Cerity Partners LLC History Reduced 225,455 29,814 0.04% 0.04% 33 -1,648 -0.73% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 205,816 27,252 0.15% 0.04% 34 +142,195 223.5% Q2 2026 Aug 14, 2026
Mariner, LLC History Added to 203,100 26,857 0.03% 0.02% 35 +24,778 13.9% Q2 2026 Aug 13, 2026
Cedar Wealth Management, LLC History Reduced 202,193 26,738 6.87% 6.61% 36 -79 -0.04% Q2 2026 Aug 12, 2026
Olde Wealth Management, LLC History Added to 192,912 25,510 7.23% 6.58% 37 +7,655 4.13% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History Added to 191,841 25,369 0.01% 0.01% 38 +1,647 0.87% Q2 2026 Aug 12, 2026
Gemmer Asset Management LLC History Reduced 183,341 24,244 1.63% 1.63% 39 -284 -0.15% Q2 2026 Jul 15, 2026
Soundwatch Capital LLC History Added to 181,428 23,992 2.66% 0.55% 40 +142,330 364.03% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History Added to 171,322 22,655 0.41% 0.46% 41 +231 0.14% Q2 2026 Jul 31, 2026
CIBC Bancorp USA Inc. History Added to 170,359 22,528 0.03% 0.01% 42 +83,733 96.66% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History Added to 165,545 21,891 0.02% 0.02% 43 +2,137 1.31% Q2 2026 Aug 05, 2026
Dundas Partners LLP History New 164,888 21,804 1.58% — 44 +164,888 New Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History Added to 164,394 21,739 0.21% 0.2% 45 +494 0.3% Q2 2026 Aug 07, 2026
REGATTA CAPITAL GROUP, LLC History Added to 163,717 21,649 2.91% 2.73% 46 +3,320 2.07% Q2 2026 Aug 12, 2026
LifeGuide Financial Advisors, LLC History Added to 161,663 21,378 6.09% 5.59% 47 +6,011 3.86% Q2 2026 Jul 09, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 149,053 19,710 0.02% 0.02% 48 -4,286 -2.8% Q2 2026 Jul 29, 2026
Human Investing LLC History Reduced 148,493 19,636 2.55% 2.48% 49 -2,979 -1.97% Q2 2026 Jul 21, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Reduced 145,129 19,191 11.49% 10.8% 50 -2,968 -2.0% Q2 2026 Aug 05, 2026
Orgel Wealth Management, LLC History Added to 143,189 18,935 0.36% 0.33% 51 +5,054 3.66% Q2 2026 Jul 13, 2026
Caprock Group, LLC History Added to 139,946 18,506 0.35% 0.37% 52 +4,046 2.98% Q2 2026 Jul 27, 2026
Prime Buchholz LLC History Added to 135,621 17,934 6.46% 5.44% 53 +42,946 46.34% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History Added to 134,191 17,745 0.08% 0.07% 54 +10,880 8.82% Q2 2026 Aug 18, 2026
Focus Partners Wealth History Reduced 133,546 17,660 0.02% 0.02% 55 -2,773 -2.03% Q2 2026 Aug 12, 2026
Harpswell Capital Advisors, LLC History Added to 129,450 17,118 10.99% 10.75% 56 +900 0.7% Q2 2026 Aug 05, 2026
Diversified Portfolios, Inc. History Reduced 121,505 16,067 1.17% 1.2% 57 -9,008 -6.9% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 117,575 15,548 0.02% 0.01% 58 +38,828 49.31% Q2 2026 Aug 19, 2026
Composition Wealth, LLC History Reduced 117,352 15,518 0.18% 0.19% 59 -3,439 -2.85% Q2 2026 Jul 22, 2026
One Day In July LLC History Added to 112,962 14,938 1.04% 1.0% 60 +1,213 1.09% Q2 2026 Aug 03, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 107,988 14,280 0.03% 0.03% 61 -6,364 -5.57% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 106,893 14,135 0.01% 0.01% 62 +198 0.19% Q2 2026 Aug 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 106,687 14,108 0.83% 0.0% 63 +106,642 236982.22% Q2 2026 Aug 10, 2026
BAILARD, INC. History Added to 102,967 13,616 0.28% 0.04% 64 +88,809 627.27% Q2 2026 Jul 30, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Reduced 101,457 13,416 0.19% 0.38% 65 -111,272 -52.31% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History Added to 100,084 13,235 0.43% 0.41% 66 +1,129 1.14% Q2 2026 Aug 10, 2026
Farrell Financial LLC History Reduced 98,026 12,962 7.01% 6.62% 67 -697 -0.71% Q2 2026 Jul 10, 2026
Cresset Asset Management, LLC History Reduced 92,937 12,289 0.04% 0.05% 68 -20 -0.02% Q2 2026 Aug 14, 2026
Sanchez Levi Garrett History Added to 92,130 12,183 6.61% 6.4% 69 +1,209 1.33% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History Added to 91,218 12,062 0.03% 0.03% 70 +8,094 9.74% Q2 2026 Aug 11, 2026
Pathstone Holdings, LLC History Added to 83,825 11,085 0.03% 0.04% 71 +2,598 3.2% Q2 2026 Aug 13, 2026
AMG National Trust Bank History Reduced 83,470 11,038 0.23% 0.21% 72 -3,796 -4.35% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History Added to 82,860 10,957 0.0% 0.0% 73 +8,280 11.1% Q2 2026 Aug 14, 2026
Boston Standard Wealth Management, LLC History Added to 79,946 10,614 1.54% 1.47% 74 +774 0.98% Q2 2026 Jul 06, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 77,100 10,195 1.04% 0.99% 75 +5 0.01% Q2 2026 Jul 28, 2026
V-Square Quantitative Management LLC History New 77,000 10,182 0.97% — 76 +77,000 New Q2 2026 Jul 27, 2026
MAI Capital Management History Added to 76,485 10,114 0.04% 0.01% 77 +67,115 716.28% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History Added to 73,515 9,723 0.01% 0.01% 78 +8,346 12.81% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History Added to 72,105 9,535 0.34% 0.32% 79 +855 1.2% Q2 2026 Jul 21, 2026
JPMORGAN CHASE & CO History Added to 67,590 8,868 0.0% 0.0% 80 +3,725 5.83% Q2 2026 Aug 12, 2026
Relyea Zuckerberg Hanson LLC History Reduced 66,573 8,803 0.73% 0.78% 81 -2,575 -3.72% Q2 2026 Jul 16, 2026
AlTi Global, Inc. History Added to 64,129 8,480 0.18% 0.02% 82 +57,046 805.39% Q2 2026 Aug 05, 2026
NORTHERN TRUST CORP History Added to 63,463 8,392 0.0% 0.0% 83 +43,466 217.36% Q2 2026 Aug 13, 2026
Pearl Planning LLC History Added to 60,619 8,016 3.69% 3.52% 84 +1,991 3.4% Q2 2026 Jul 21, 2026
Cetera Investment Advisers History Reduced 60,047 7,940 0.01% 0.01% 85 -580 -0.96% Q2 2026 Aug 12, 2026
BSW Wealth Partners History Reduced 59,242 7,834 0.87% 0.82% 86 -358 -0.6% Q2 2026 Jul 15, 2026
New Covenant Trust Company, N.A. History Reduced 57,492 7,602 5.73% 6.87% 87 -11,079 -16.16% Q2 2026 Jul 13, 2026
Financial Engines Advisors L.L.C. History Reduced 56,694 7,497 0.01% 0.01% 88 -2,472 -4.18% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History Added to 54,759 7,241 0.91% 0.96% 89 +117 0.21% Q2 2026 Jul 27, 2026
Banco Santander, S.A. History Added to 54,058 7,148 0.04% 0.04% 90 +10,558 24.27% Q2 2026 Jul 29, 2026
LIBRA WEALTH LLC History Reduced 53,482 7,072 1.81% 1.69% 91 -42 -0.08% Q2 2026 Aug 06, 2026
Paragon Capital Management Ltd History Added to 52,721 6,971 1.32% 1.24% 92 +112 0.21% Q2 2026 Jul 29, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 51,103 6,757 0.08% 0.08% 93 0 0.0% Q2 2026 Jul 24, 2026
Palisades Hudson Asset Management, L.P. History Added to 50,847 6,724 2.35% 2.04% 94 +4,195 8.99% Q2 2026 Aug 07, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 48,546 6,419 0.08% 0.06% 95 +23,718 95.53% Q2 2026 Jul 20, 2026
Atlas Legacy Advisors, LLC History Added to 47,899 6,324 0.93% 0.97% 96 +304 0.64% Q2 2026 Jul 31, 2026
EQ LLC History Reduced 47,209 6,242 1.53% 1.59% 97 -3,114 -6.19% Q2 2026 Jul 23, 2026
White Lighthouse Investment Management Inc. History Added to 47,053 6,222 0.78% 0.73% 98 +428 0.92% Q2 2026 Aug 04, 2026
US BANCORP \DE\ History Added to 46,828 6,192 0.01% 0.01% 99 +125 0.27% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History Reduced 46,213 6,111 0.03% 0.03% 100 -994 -2.11% Q2 2026 Jul 24, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 45,509 6,018 0.46% 0.44% 101 -978 -2.1% Q2 2026 Jul 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 43,453 5,746 0.09% — 102 +43,453 New Q2 2026 Jul 28, 2026
Westfuller Advisors, LLC History Added to 42,011 5,555 2.02% 1.25% 103 +16,151 62.46% Q2 2026 Jul 29, 2026
Atlantic Private Wealth, LLC History Reduced 40,214 5,317 3.26% 3.16% 104 -2,875 -6.67% Q2 2026 Aug 11, 2026
PFG Investments, LLC History Added to 39,421 5,213 0.2% 0.19% 105 +2,437 6.59% Q2 2026 Jul 23, 2026
Corient Private Wealth LP History Reduced 38,812 5,132 0.01% 0.01% 106 -304 -0.78% Q2 2026 Aug 27, 2026
Freestone Capital Holdings, LLC History Added to 38,630 5,108 0.13% 0.13% 107 +177 0.46% Q2 2026 Jul 31, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 38,529 5,095 0.8% 0.76% 108 -385 -0.99% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History Added to 38,470 5,087 0.02% 0.02% 109 +4,771 14.16% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History Added to 38,032 5,029 0.07% 0.06% 110 +1,249 3.4% Q2 2026 Aug 12, 2026
Sageworth Trust Co History Added to 38,034 5,029 0.2% 0.18% 111 +421 1.12% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History Added to 37,580 4,969 0.01% 0.01% 112 +4,453 13.44% Q2 2026 Aug 07, 2026
CHOREO, LLC History Added to 36,284 4,798 0.05% 0.05% 113 +3,440 10.47% Q2 2026 Aug 04, 2026
Ashford Advisors, LLC History No change 35,896 4,746 0.98% 0.94% 114 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Reduced 35,516 4,693 0.04% 0.04% 115 -310 -0.87% Q2 2026 Jul 17, 2026
Brooklyn FI, LLC History No change 35,296 4,666 0.85% 0.83% 116 0 0.0% Q2 2026 Aug 04, 2026
New England Private Wealth Advisors LLC History Reduced 34,489 4,553 0.44% 0.47% 117 -2,011 -5.51% Q2 2026 Aug 04, 2026
Stonehearth Capital Management, LLC History Reduced 34,233 4,526 1.54% 1.58% 118 -1,398 -3.92% Q2 2026 Jul 07, 2026
FIRST HORIZON CORP History No change 33,939 4,488 0.17% 0.16% 119 0 0.0% Q2 2026 Jul 20, 2026
Haverford Trust Co History Added to 33,053 4,370 0.04% 0.03% 120 +3,753 12.81% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History Reduced 32,341 4,276 0.01% 0.01% 121 -449 -1.37% Q2 2026 Aug 07, 2026
RETIREMENT CAPITAL STRATEGIES History Added to 32,329 4,275 1.48% 1.37% 122 +29 0.09% Q2 2026 Aug 13, 2026
Well Done, LLC History Added to 32,251 4,264 0.57% 0.53% 123 +2 0.01% Q2 2026 Jul 24, 2026
McClarren Financial Advisors, Inc. History Reduced 31,290 4,137 2.14% 2.28% 124 -3,062 -8.91% Q2 2026 Jul 17, 2026
Koshinski Asset Management, Inc. History Reduced 30,555 4,040 0.22% 0.22% 125 -1,080 -3.41% Q2 2026 Jul 27, 2026
CITIGROUP INC History Added to 30,527 4,036 0.0% 0.0% 126 +12,637 70.64% Q2 2026 Aug 03, 2026
Ballentine Partners, LLC History Added to 30,309 4,008 0.05% 0.05% 127 +1 0.0% Q2 2026 Jul 17, 2026
Vanguard National Trust Co History No change 29,933 3,958 0.22% 0.21% 128 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History Reduced 29,862 3,948 0.04% 0.04% 129 -115 -0.38% Q2 2026 Aug 06, 2026
Trademark Financial Management, LLC History Reduced 29,581 3,911 1.6% 1.66% 130 -551 -1.83% Q2 2026 Jul 27, 2026
FMR LLC History Added to 29,290 3,873 0.0% 0.0% 131 +3,902 15.37% Q2 2026 Aug 13, 2026
Mallini Complete Financial Planning LLC History Reduced 29,154 3,855 2.75% 2.61% 132 -225 -0.77% Q2 2026 Jul 08, 2026
WHITTIER TRUST CO History No change 28,585 3,804 0.04% 0.04% 133 0 0.0% Q2 2026 Jul 27, 2026
Modera Wealth Management, LLC History Added to 28,108 3,716 0.04% 0.04% 134 +2 0.01% Q2 2026 Aug 03, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 27,124 3,586 0.21% 0.19% 135 +81 0.3% Q2 2026 Jul 15, 2026
Affinity Capital Advisors, LLC History Reduced 26,153 3,480 0.43% 0.42% 136 -729 -2.71% Q2 2026 Jul 08, 2026
Hamrick Investment Counsel, llc History Reduced 26,080 3,448 2.29% 1.74% 137 -1,956 -6.98% Q2 2026 Aug 13, 2026
PENNINGTON PARTNERS & CO., LLC History No change 26,069 3,447 1.1% 1.0% 138 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History Added to 25,537 3,376 0.01% 0.01% 139 +543 2.17% Q2 2026 Aug 12, 2026
Topel & Distasi Wealth Management, LLC History Added to 25,287 3,343 1.61% 1.46% 140 +89 0.35% Q2 2026 Aug 07, 2026
Wealth Group Ltd History Added to 25,258 3,340 0.64% 0.64% 141 +139 0.55% Q2 2026 Jul 10, 2026
FIDUCIARY TRUST CO History Reduced 24,731 3,270 0.04% 0.03% 142 -151 -0.61% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History Reduced 24,717 3,268 0.0% 0.0% 143 -484 -1.92% Q2 2026 Aug 12, 2026
DAVIS R M INC History Added to 24,658 3,260 0.05% 0.05% 144 +481 1.99% Q2 2026 Aug 14, 2026
Fingerlakes Wealth Management, Inc. History Added to 24,636 3,257 1.75% 1.69% 145 +1,975 8.72% Q2 2026 Jul 23, 2026
BlackRock, Inc. History Added to 24,217 3,202 0.0% 0.0% 146 +14,703 154.54% Q2 2026 Aug 07, 2026
Strategic Point Investment Advisors, LLC History Added to 23,880 3,157 0.41% 0.39% 147 +170 0.72% Q2 2026 Jul 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 23,244 3,109 0.01% 0.01% 148 +1,183 5.36% Q2 2026 Jul 15, 2026
CGN Advisors LLC History Reduced 23,238 3,072 0.22% 0.22% 149 -1,914 -7.61% Q2 2026 Jul 06, 2026
ATMOS ADVISORY, LLC History Added to 23,083 3,052 1.6% 1.43% 150 +677 3.02% Q2 2026 Jul 02, 2026
Bank of New York Mellon Corp History Reduced 22,929 3,032 0.0% 0.0% 151 -38,567 -62.71% Q2 2026 Aug 06, 2026
Armbruster Capital Management, Inc. History Added to 22,528 2,979 0.44% 0.41% 152 +36 0.16% Q2 2026 Jul 16, 2026
PROFFITT & GOODSON INC History Added to 22,268 2,944 0.4% 0.38% 153 +401 1.83% Q2 2026 Jul 22, 2026
EP Wealth Advisors, LLC History Added to 22,190 2,934 0.01% 0.01% 154 +2 0.01% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 21,923 2,900 0.05% 0.04% 155 +4,360 24.82% Q2 2026 Jul 27, 2026
Savant Capital, LLC History Added to 23,999 2,899 0.01% 0.01% 156 +9,851 69.63% Q2 2026 Aug 10, 2026
Fairlight Advisors History New 21,520 2,845 2.32% — 157 +21,520 New Q2 2026 Jul 24, 2026
Davis Wealth Advisors, LLC History Reduced 21,485 2,840 2.2% 2.01% 158 -71 -0.33% Q2 2026 Aug 14, 2026
Prospera Capital Management, LLC History New 21,260 2,829 0.88% — 159 +21,260 New Q2 2026 Jul 27, 2026
Clarity Asset Management, Inc. History Added to 21,255 2,810 1.38% 1.17% 160 +720 3.51% Q2 2026 Jul 16, 2026
Perigon Wealth Management, LLC History Added to 20,859 2,758 0.04% 0.04% 161 +38 0.18% Q2 2026 Aug 07, 2026
XY Planning Network, Inc. History New 20,812 2,752 0.35% — 162 +20,812 New Q2 2026 Jul 14, 2026
Sequoia Financial Advisors, LLC History Reduced 20,671 2,733 0.01% 0.02% 163 -3,991 -16.18% Q2 2026 Jul 17, 2026
TRUIST FINANCIAL CORP History Reduced 20,071 2,654 0.0% 0.0% 164 -115 -0.57% Q2 2026 Jul 28, 2026
MAYPORT, LLC History Reduced 19,942 2,637 0.41% 0.42% 165 -386 -1.9% Q2 2026 Aug 07, 2026
NewEdge Wealth, LLC History Added to 19,723 2,608 0.03% 0.03% 166 +103 0.52% Q2 2026 Aug 10, 2026
Bell Investment Advisors, Inc History Added to 19,609 2,593 0.38% 0.34% 167 +85 0.44% Q2 2026 Aug 06, 2026
Glenview Trust Co History Reduced 19,029 2,516 0.03% 0.03% 168 -268 -1.39% Q2 2026 Aug 18, 2026
Summit Wealth Group, LLC History Reduced 19,012 2,514 0.51% 0.49% 169 -181 -0.94% Q2 2026 Aug 04, 2026
Wedmont Private Capital History Added to 18,588 2,486 0.07% 0.07% 170 +22 0.12% Q2 2026 Jul 13, 2026
West Financial Advisors, LLC History Reduced 18,386 2,431 0.37% 0.36% 171 -274 -1.47% Q2 2026 Jul 08, 2026
Laurel Wealth Planning LLC History Reduced 18,236 2,411 1.07% 1.15% 172 -1,146 -5.91% Q2 2026 Jul 30, 2026
EQUITABLE TRUST CO History Reduced 18,154 2,400 0.1% 0.1% 173 -374 -2.02% Q2 2026 Jul 23, 2026
Arjuna Capital History Added to 18,118 2,395 0.54% 0.5% 174 +643 3.68% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History New 18,034 2,384 0.0% — 175 +18,034 New Q2 2026 Aug 13, 2026
WEBSTER BANK, N. A. History Reduced 17,904 2,367 0.21% 0.2% 176 -1,000 -5.29% Q2 2026 Jul 20, 2026
SAPIENT CAPITAL LLC History No change 17,094 2,260 0.03% 0.03% 177 0 0.0% Q2 2026 Jul 09, 2026
Tortoise Investment Management, LLC History Reduced 17,083 2,259 0.17% 0.16% 178 -443 -2.53% Q2 2026 Aug 07, 2026
Cornerstone Wealth Management, LLC History Reduced 17,001 2,248 0.1% 0.1% 179 -93 -0.54% Q2 2026 Jul 22, 2026
Parallel Advisors, LLC History Reduced 16,946 2,240 0.03% 0.04% 180 -407 -2.35% Q2 2026 Aug 05, 2026
Thayer Partners, LLC / MA History Added to 16,490 2,180 0.9% 0.88% 181 +25 0.15% Q2 2026 Jul 31, 2026
WealthCollab, LLC History No change 16,380 2,166 0.78% 0.76% 182 0 0.0% Q2 2026 Aug 10, 2026
Mesirow Financial Investment Management, Inc. History Added to 16,282 2,153 0.03% 0.03% 183 +48 0.3% Q2 2026 Jul 22, 2026
EVERETT HARRIS & CO /CA/ History No change 16,000 2,115 0.03% 0.02% 184 0 0.0% Q2 2026 Aug 03, 2026
Neuberger Berman Group LLC History Added to 15,933 2,106 0.0% 0.0% 185 +515 3.34% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History Added to 15,776 2,086 0.02% 0.01% 186 +5,315 50.81% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 15,562 2,057 0.03% 0.02% 187 0 0.0% Q2 2026 Aug 13, 2026
Wingate Wealth Advisors, Inc. History Added to 15,464 2,044 0.9% 0.87% 188 +911 6.26% Q2 2026 Jul 29, 2026
Skyline Advisors, Inc. History Reduced 15,342 2,028 0.64% 0.64% 189 -1,076 -6.55% Q2 2026 Jul 20, 2026
Robertson Stephens Wealth Management, LLC History Reduced 15,123 1,999 0.05% 0.05% 190 -1 -0.01% Q2 2026 Jul 29, 2026
Wealth Analytics Partners, LLC History Reduced 14,996 1,998 0.72% 0.69% 191 -29 -0.19% Q2 2026 Jul 16, 2026
M&T BANK CORP History No change 14,967 1,979 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 04, 2026
BROWN ADVISORY INC History Reduced 14,806 1,957 0.0% 0.0% 193 -506 -3.3% Q2 2026 Aug 14, 2026
Scott Capital Advisors, LLC History Added to 14,606 1,931 0.3% 0.34% 194 +574 4.09% Q2 2026 Jul 10, 2026
Silver Oak Advisory Group, Inc. History Reduced 14,599 1,930 0.76% 0.73% 195 -427 -2.84% Q2 2026 Jul 31, 2026
Rock Point Advisors, LLC History Added to 14,500 1,917 0.47% 0.42% 196 +735 5.34% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History Added to 14,503 1,917 0.01% 0.01% 197 +194 1.36% Q2 2026 Aug 13, 2026
Farnam Financial LLC History Reduced 14,308 1,892 1.38% 1.44% 198 -1,311 -8.39% Q2 2026 Jul 22, 2026
Burkett Asset Management Ltd History No change 14,250 1,884 1.76% 1.58% 199 0 0.0% Q2 2026 Jul 28, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 14,121 1,867 0.5% 0.33% 200 +4,028 39.91% Q2 2026 Jul 16, 2026
Smithfield Trust Co History Reduced 14,109 1,866 0.07% 0.07% 201 -382 -2.64% Q2 2026 Aug 05, 2026
Johnson Bixby & Associates, LLC History Reduced 14,112 1,866 0.21% 0.2% 202 -340 -2.35% Q2 2026 Jul 16, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 14,034 1,855 0.29% 0.27% 203 +66 0.47% Q2 2026 Jul 23, 2026
Vermillion & White Wealth Management Group, LLC History No change 13,755 1,818 0.92% 0.89% 204 0 0.0% Q2 2026 Aug 18, 2026
Ervin Investment Management, LLC History Added to 13,688 1,810 0.98% 0.84% 205 +860 6.7% Q2 2026 Jul 14, 2026
Wilmington Savings Fund Society, FSB History Reduced 13,431 1,776 0.04% 0.04% 206 -1,939 -12.62% Q2 2026 Jul 28, 2026
McLean Asset Management Corp History Added to 13,302 1,756 0.23% 0.25% 207 +713 5.66% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History Added to 13,202 1,745 0.05% 0.05% 208 +83 0.63% Q2 2026 Aug 04, 2026
Merit Financial Group, LLC History Reduced 13,176 1,742 0.01% 0.01% 209 -983 -6.94% Q2 2026 Jul 20, 2026
Values Added Financial LLC History Reduced 13,177 1,742 0.63% 0.67% 210 -938 -6.65% Q2 2026 Jul 27, 2026
Weil Company, Inc. History Reduced 13,095 1,731 0.3% 0.35% 211 -650 -4.73% Q2 2026 Aug 05, 2026
Allworth Financial LP History Added to 12,961 1,713 0.01% 0.0% 212 +3,205 32.85% Q2 2026 Aug 11, 2026
Shepherd Financial Partners LLC History No change 12,933 1,710 0.14% 0.14% 213 0 0.0% Q2 2026 Aug 10, 2026
Fifth Third Wealth Advisors LLC History Added to 12,905 1,706 0.05% 0.05% 214 +325 2.58% Q2 2026 Jul 17, 2026
Atomic Invest LLC History Added to 12,971 1,702 0.15% 0.13% 215 +10,508 426.63% Q2 2026 Sep 25, 2026
Northland Capital Management LLC History Reduced 12,753 1,686 0.91% 1.0% 216 -3,596 -22.0% Q2 2026 Jul 21, 2026
Snowden Capital Advisors LLC History Added to 12,756 1,686 0.04% 0.04% 217 +146 1.16% Q2 2026 Aug 13, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 12,615 1,668 0.27% 0.25% 218 +253 2.05% Q2 2026 Jul 24, 2026
Towerpoint Wealth, LLC History Added to 12,586 1,664 0.58% 0.57% 219 +43 0.34% Q2 2026 Jul 09, 2026
Federation des caisses Desjardins du Quebec History Added to 12,464 1,648 0.01% 0.0% 220 +380 3.14% Q2 2026 Aug 13, 2026
Napier Financial, LLC History Added to 12,437 1,644 0.34% 0.32% 221 +145 1.18% Q2 2026 Jul 31, 2026
Compound Planning, Inc. History Added to 12,421 1,642 0.04% 0.04% 222 +638 5.41% Q2 2026 Aug 04, 2026
Selective Wealth Management, Inc. History Reduced 12,446 1,637 0.43% 0.5% 223 -1,148 -8.44% Q2 2026 Jul 20, 2026
OKABENA INVESTMENT SERVICES INC History Added to 12,339 1,631 0.29% 0.26% 224 +87 0.71% Q2 2026 Aug 04, 2026
BEACON FINANCIAL PLANNING, INC History Added to 12,277 1,623 0.55% 0.53% 225 +26 0.21% Q2 2026 Aug 06, 2026
Pine Harbor Wealth Management, LLC History Reduced 12,062 1,595 0.43% 0.42% 226 -310 -2.51% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History Added to 11,997 1,586 0.01% 0.01% 227 +2,606 27.75% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History New 11,760 1,555 0.0% — 228 +11,760 New Q2 2026 Aug 14, 2026
DeDora Capital, Inc. History Added to 11,631 1,538 0.33% 0.06% 229 +9,407 422.98% Q2 2026 Jul 13, 2026
Arbor Investment Advisors, LLC History Added to 11,442 1,513 0.17% 0.17% 230 +22 0.19% Q2 2026 Jul 24, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 11,278 1,491 0.11% 0.1% 231 +125 1.12% Q2 2026 Aug 07, 2026
Bell Bank History Reduced 11,171 1,477 0.06% 0.05% 232 -70 -0.62% Q2 2026 Jul 15, 2026
Chemistry Wealth Management LLC History No change 10,827 1,431 0.23% 0.21% 233 0 0.0% Q2 2026 Jul 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 10,710 1,416 0.0% 0.0% 234 -1,676 -13.53% Q2 2026 Aug 14, 2026
Balanced Rock Investment Advisors LLC History Reduced 10,696 1,414 0.88% 0.9% 235 -720 -6.31% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 10,570 1,397 0.13% 0.13% 236 -233 -2.16% Q2 2026 Aug 11, 2026
Addison Advisors LLC History Reduced 10,310 1,363 0.64% 0.43% 237 -7,132 -40.89% Q2 2026 Aug 10, 2026
Brickley Wealth Management History Reduced 10,227 1,352 0.19% 0.2% 238 -181 -1.74% Q2 2026 Jul 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 10,200 1,348 0.0% — 239 +10,200 New Q2 2026 Aug 13, 2026
Xena Financial Planning, LLC History Added to 10,117 1,337 1.28% 1.26% 240 +167 1.68% Q2 2026 Jul 21, 2026
Stratos Wealth Partners, LTD. History Added to 10,109 1,336 0.01% 0.01% 241 +256 2.6% Q2 2026 Aug 11, 2026
NWAM LLC History Added to 10,036 1,327 0.07% 0.01% 242 +8,079 412.83% Q2 2026 Jul 23, 2026
Joel Adams & Associates, Inc. History Reduced 9,875 1,305 0.84% 0.85% 243 -327 -3.21% Q2 2026 Aug 06, 2026
Midwest Trust Co History Added to 9,837 1,300 0.01% 0.01% 244 +2,010 25.68% Q2 2026 Aug 04, 2026
Wealthspire Advisors, LLC History Added to 9,827 1,299 0.01% 0.01% 245 +574 6.2% Q2 2026 Aug 11, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 9,794 1,295 0.02% 0.02% 246 +358 3.79% Q2 2026 Aug 10, 2026
Family CFO Inc History Added to 9,678 1,279 0.49% 0.47% 248 +314 3.35% Q2 2026 Jul 20, 2026
Jefferies Financial Group Inc. History Added to 9,677 1,279 0.01% 0.01% 247 +17 0.18% Q2 2026 Aug 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 5,499 1,278 0.0% 0.0% 249 +2,283 70.99% Q2 2026 Aug 03, 2026
Bragg Financial Advisors, Inc History Reduced 9,557 1,263 0.03% 0.03% 250 -256 -2.61% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 9,436 1,247 0.0% 0.0% 251 +580 6.55% Q2 2026 Aug 14, 2026
Central Pacific Bank - Trust Division History No change 9,407 1,243 0.13% 0.13% 252 0 0.0% Q2 2026 Jul 07, 2026
ANB BANK History Reduced 9,318 1,232 0.46% 0.42% 253 -9 -0.1% Q2 2026 Aug 11, 2026
Townsend Financial Planning, LLC History Reduced 9,231 1,220 1.06% 1.07% 254 -616 -6.26% Q2 2026 Aug 06, 2026
IFG Advisors, LLC History Added to 9,208 1,217 0.17% 0.17% 255 +212 2.36% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History Reduced 9,152 1,210 0.03% 0.04% 256 -875 -8.73% Q2 2026 Aug 14, 2026
Greenspring Advisors, LLC History No change 9,130 1,207 0.07% 0.06% 257 0 0.0% Q2 2026 Aug 11, 2026
PFG Advisors History Added to 9,071 1,199 0.06% 0.05% 258 +30 0.33% Q2 2026 Jul 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 8,927 1,181 0.02% 0.02% 259 +7 0.08% Q2 2026 Aug 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 8,880 1,174 0.01% 0.01% 260 +973 12.31% Q2 2026 Aug 07, 2026
SFM, LLC History Reduced 8,862 1,171 0.6% 0.6% 261 -33 -0.37% Q2 2026 Jul 07, 2026
Continuum Advisory, LLC History Added to 8,832 1,167 0.09% 0.03% 262 +5,891 200.31% Q2 2026 Aug 06, 2026
Van Hulzen Asset Management, LLC History Added to 8,820 1,166 0.08% 0.06% 263 +1,207 15.85% Q2 2026 Aug 13, 2026
ZEVIN ASSET MANAGEMENT LLC History Reduced 8,807 1,164 0.16% 0.14% 264 -27 -0.31% Q2 2026 Aug 06, 2026
World Investment Advisors History Reduced 9,287 1,157 0.02% 0.02% 265 -150 -1.59% Q2 2026 Aug 13, 2026
Nuveen, LLC History New 8,735 1,155 0.0% — 266 +8,735 New Q2 2026 Aug 11, 2026
PRESILIUM PRIVATE WEALTH, LLC History Reduced 8,734 1,154 0.18% 0.17% 267 -40 -0.46% Q2 2026 Jul 22, 2026
My Personal CFO, LLC History No change 8,696 1,149 0.45% 0.43% 268 0 0.0% Q2 2026 Jul 21, 2026
Savvy Advisors, Inc. History Reduced 8,625 1,140 0.02% 0.03% 270 -247 -2.78% Q2 2026 Aug 03, 2026
LANDAAS & CO /WI /ADV History No change 8,624 1,140 0.21% 0.21% 269 0 0.0% Q2 2026 Jul 21, 2026
Avantax Planning Partners, Inc. History Added to 8,600 1,137 0.03% 0.02% 271 +2,016 30.62% Q2 2026 Jul 28, 2026
HBK Sorce Advisory LLC History Reduced 8,336 1,135 0.02% 0.02% 272 -43 -0.51% Q2 2026 Aug 06, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Reduced 8,473 1,120 0.07% 0.09% 273 -2,330 -21.57% Q2 2026 Jul 21, 2026
Sageworth Trust Co of South Dakota History Reduced 8,398 1,110 0.68% 0.79% 275 -538 -6.02% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History Added to 8,394 1,110 0.0% 0.0% 274 +34 0.41% Q2 2026 Aug 05, 2026
TRUEFG, LLC History Reduced 8,285 1,095 0.26% 0.25% 276 -139 -1.65% Q2 2026 Jul 16, 2026
WEDBUSH SECURITIES INC History Reduced 8,268 1,093 0.03% 0.03% 277 -1,001 -10.8% Q2 2026 Jul 28, 2026
THOMPSON DAVIS & CO., INC. History No change 8,124 1,074 0.64% 0.61% 278 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History Reduced 8,066 1,066 0.0% 0.0% 279 -14 -0.17% Q2 2026 Jul 28, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 7,869 1,040 0.09% 0.08% 280 +619 8.54% Q2 2026 Jul 27, 2026
Concurrent Investment Advisors, LLC History Added to 7,862 1,039 0.01% 0.0% 281 +6,044 332.45% Q2 2026 Jul 27, 2026
CJM Wealth Advisers, Ltd. History Reduced 7,846 1,037 0.27% 0.27% 282 -17 -0.22% Q2 2026 Jul 17, 2026
Main Street Financial Solutions, LLC History Reduced 7,813 1,033 0.07% 0.07% 283 -334 -4.1% Q2 2026 Aug 07, 2026
Cherry Tree Wealth Management, LLC History No change 7,803 1,031 0.19% 0.19% 284 0 0.0% Q2 2026 Sep 15, 2026
Passive Capital Management, LLC. History Added to 8,520 1,030 0.32% 0.28% 285 +118 1.4% Q2 2026 Aug 10, 2026
Rockbridge Investment Management, LCC History Added to 7,699 1,018 0.08% 0.08% 286 +109 1.44% Q2 2026 Aug 14, 2026
GOLDEN ROAD ADVISORS LLC History Reduced 7,552 998 0.48% 0.5% 288 -129 -1.68% Q2 2026 Aug 07, 2026
CM WEALTH ADVISORS LLC History No change 7,547 998 0.18% 0.18% 287 0 0.0% Q2 2026 Aug 10, 2026
Winter & Associates, Inc. History Added to 7,532 996 0.75% 0.24% 289 +5,129 213.44% Q2 2026 Jul 09, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History Added to 7,444 984 0.0% 0.0% 290 +2,201 41.98% Q2 2026 Aug 10, 2026
Tradition Wealth Management, LLC History Reduced 7,440 983 0.06% 0.06% 291 -275 -3.56% Q2 2026 Aug 11, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Reduced 7,409 979 0.26% 0.26% 292 -121 -1.61% Q2 2026 Jul 13, 2026
TPG Financial Advisors, LLC History Added to 7,397 978 0.29% 0.24% 293 +728 10.92% Q2 2026 Aug 10, 2026
Csenge Advisory Group History Added to 7,373 975 0.04% 0.04% 294 +15 0.2% Q2 2026 Aug 10, 2026
May Hill Capital, LLC History No change 7,312 966 0.2% 0.21% 295 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History Added to 7,214 953 0.03% 0.03% 296 +55 0.77% Q2 2026 Jul 07, 2026
Milestone Investment Advisors LLC History Reduced 7,202 952 0.21% 0.2% 297 -37 -0.51% Q2 2026 Aug 14, 2026
PECAUT & CO. History Reduced 7,118 941 0.29% 0.27% 298 -229 -3.12% Q2 2026 Aug 03, 2026
Equitable Holdings, Inc. History Reduced 7,082 936 0.01% 0.01% 299 -48 -0.67% Q2 2026 Aug 17, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 6,950 919 0.01% 0.01% 300 0 0.0% Q2 2026 Jul 30, 2026
Princeton Global Asset Management LLC History Added to 6,929 916 0.13% 0.12% 301 +379 5.79% Q2 2026 Jul 16, 2026
CURIO WEALTH, LLC History No change 6,797 898 0.28% 0.26% 302 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History Added to 6,780 896 0.0% 0.0% 303 +1,905 39.08% Q2 2026 Aug 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 6,774 895 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 14, 2026
Weinberger Asset Management, Inc History Added to 6,764 893 0.29% 0.28% 305 +156 2.36% Q2 2026 Aug 05, 2026
Abacus Planning Group, Inc. History No change 6,711 887 0.11% 0.1% 306 0 0.0% Q2 2026 Jul 20, 2026
Cadia Private Client LLC History Added to 6,703 886 0.64% 0.61% 307 +10 0.15% Q2 2026 Aug 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 6,666 881 0.01% 0.01% 308 -1,248 -15.77% Q2 2026 Aug 14, 2026
Empower Advisory Group, LLC History Reduced 6,619 875 0.0% 0.0% 309 -437 -6.19% Q2 2026 Aug 12, 2026
Symmetry Partners, LLC History Added to 6,526 862 0.04% 0.04% 310 +249 3.97% Q2 2026 Jul 23, 2026
Birchwood Financial Partners, Inc. History Added to 6,428 850 0.7% 0.64% 311 +510 8.62% Q2 2026 Aug 06, 2026
Millstone Evans Group, LLC History Reduced 6,409 847 0.46% 0.47% 312 -610 -8.69% Q2 2026 Aug 11, 2026
Noble Wealth Partners LLC History New 6,377 843 0.73% — 313 +6,377 New Q2 2026 Jul 24, 2026
Steward Partners Investment Advisory, LLC History Added to 6,283 830 0.0% 0.0% 314 +482 8.31% Q2 2026 Aug 13, 2026
Coston, McIsaac & Partners History Added to 6,248 825 0.17% 0.14% 315 +640 11.41% Q2 2026 Aug 12, 2026
Black Diamond Financial, LLC History No change 6,120 809 0.07% 0.07% 316 0 0.0% Q2 2026 Aug 04, 2026
Keystone Financial Group History Added to 6,102 806 0.05% 0.04% 317 +770 14.44% Q2 2026 Jul 29, 2026
Sonoma Private Wealth LLC History Added to 6,077 803 0.86% 0.62% 318 +1,575 34.98% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History Reduced 6,052 800 0.05% 0.07% 319 -1,460 -19.44% Q2 2026 Aug 14, 2026
GenTrust, LLC History Added to 6,031 797 0.03% 0.03% 320 +13 0.22% Q2 2026 Aug 06, 2026
ETF Portfolio Partners, Inc. History No change 6,022 796 0.19% 0.18% 321 0 0.0% Q2 2026 Jul 13, 2026
Financial Alternatives, Inc History Added to 5,953 787 0.39% 0.36% 322 +41 0.69% Q2 2026 Aug 10, 2026
Firestone Capital Management History Added to 5,942 785 0.15% 0.14% 323 +12 0.2% Q2 2026 Jul 31, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 5,900 780 0.07% 0.05% 324 0 0.0% Q2 2026 Jul 09, 2026
Badgley Phelps Wealth Managers, LLC History No change 5,885 778 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 31, 2026
Peirce Capital Management, LLC History Added to 5,883 777 0.28% 0.26% 326 +2 0.03% Q2 2026 Jul 10, 2026
Clearstead Advisors, LLC History Reduced 5,860 774 0.01% 0.01% 327 -6,846 -53.88% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History Reduced 5,832 771 0.02% 0.02% 328 -82 -1.39% Q2 2026 Aug 13, 2026
Quantum Financial Planning Services, Inc. History Added to 5,818 769 0.24% 0.23% 329 +64 1.11% Q2 2026 Jul 15, 2026
Ameraudi Asset Management, Inc. History No change 5,793 766 0.35% 0.35% 330 0 0.0% Q2 2026 Aug 06, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 5,775 763 0.03% 0.03% 331 +216 3.89% Q2 2026 Jul 16, 2026
TD Waterhouse Canada Inc. History Added to 5,710 756 0.0% 0.0% 332 +422 7.98% Q2 2026 Jul 27, 2026
Andrews Advisory Associates, LLC History No change 5,677 750 0.36% 0.34% 333 0 0.0% Q2 2026 Jul 17, 2026
Truepoint, Inc. History Reduced 5,590 739 0.02% 0.02% 334 -1,508 -21.25% Q2 2026 Jul 31, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History Added to 5,588 738 0.52% 0.49% 335 +8 0.14% Q2 2026 Jul 27, 2026
Vickerman Investment Advisors, Inc. History No change 5,538 732 0.14% 0.13% 336 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History Added to 5,527 731 0.02% 0.0% 337 +4,484 429.91% Q2 2026 Aug 05, 2026
Compass Ion Advisors, LLC History Reduced 5,505 728 0.06% 0.06% 338 -561 -9.25% Q2 2026 Aug 12, 2026
EFG International AG History Added to 5,499 727 0.01% 0.01% 342 +2,283 70.99% Q2 2026 Aug 14, 2026
Capstone Financial Advisors, Inc. History Reduced 5,500 727 0.04% 0.03% 340 -266 -4.61% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 5,503 727 0.02% 0.02% 339 0 0.0% Q2 2026 Aug 14, 2026
Gordian Advisors LLC History No change 5,501 727 0.43% 0.41% 341 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History Added to 5,496 726 0.02% 0.02% 343 +314 6.06% Q2 2026 Jul 09, 2026
Sherman Asset Management, Inc. History No change 5,478 724 0.56% 0.57% 344 0 0.0% Q2 2026 Aug 05, 2026
Ellevest, Inc. History Added to 5,876 722 0.09% 0.08% 345 +965 19.65% Q2 2026 Aug 10, 2026
JNBA Financial Advisors History Reduced 5,381 711 0.05% 0.05% 346 -243 -4.32% Q2 2026 Jul 23, 2026
BRIGHTON JONES LLC History Added to 5,347 707 0.01% 0.01% 347 +72 1.36% Q2 2026 Aug 11, 2026
Confluence Wealth Services, Inc. History Added to 5,315 702 0.02% 0.02% 348 +28 0.53% Q2 2026 Jul 22, 2026
PDS Planning, Inc History Added to 5,226 691 0.04% 0.04% 349 +134 2.63% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History Added to 5,209 688 0.0% 0.0% 350 +2,307 79.5% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 5,081 671 0.0% 0.0% 351 +86 1.72% Q2 2026 Aug 07, 2026
APPLETON PARTNERS INC/MA History No change 5,052 668 0.04% 0.04% 352 0 0.0% Q2 2026 Jul 21, 2026
Factor Wealth Management LTD History Reduced 4,951 654 0.1% 0.12% 353 -848 -14.62% Q2 2026 Jul 07, 2026
Rossmore Private Capital History Reduced 4,925 651 0.05% 0.05% 354 -73 -1.46% Q2 2026 Jul 31, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 4,921 650 0.14% 0.13% 356 +225 4.79% Q2 2026 Jul 07, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 4,920 650 0.03% 0.03% 355 +81 1.67% Q2 2026 Aug 04, 2026
RAM Investment Partners, LLC History No change 4,878 645 0.1% 0.1% 357 0 0.0% Q2 2026 Jul 29, 2026
J.W. COLE ADVISORS, INC. History New 4,768 630 0.01% — 358 +4,768 New Q2 2026 Jul 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 4,759 629 0.01% 0.01% 359 -23 -0.48% Q2 2026 Jul 28, 2026
Chicago Partners Investment Group LLC History Reduced 4,828 627 0.01% 0.01% 360 -307 -5.98% Q2 2026 Jul 29, 2026
FIRST HAWAIIAN BANK History Reduced 4,721 624 0.08% 0.07% 361 -34 -0.72% Q2 2026 Jul 13, 2026
Rehmann Capital Advisory Group History Reduced 4,699 621 0.03% 0.03% 362 -110 -2.29% Q2 2026 Aug 20, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 4,685 619 0.03% 0.03% 363 -319 -6.37% Q2 2026 Jul 21, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 4,650 614 0.12% 0.11% 364 +2 0.04% Q2 2026 Aug 06, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 4,655 605 0.11% 0.12% 365 -20 -0.43% Q2 2026 Jul 27, 2026
VSM Wealth Advisory, LLC History Added to 4,579 605 0.16% 0.15% 366 +5 0.11% Q2 2026 Jul 22, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,569 604 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History Added to 4,548 601 0.01% 0.01% 368 +3 0.07% Q2 2026 Aug 06, 2026
Canopy Partners, LLC History Added to 4,512 596 0.18% 0.11% 369 +1,714 61.26% Q2 2026 Jul 22, 2026
Goldenstone Wealth Management LLC History No change 4,505 595 0.39% 0.37% 370 0 0.0% Q2 2026 Aug 05, 2026
LRI Investments, LLC History No change 4,485 593 0.05% 0.04% 371 0 0.0% Q2 2026 Jul 14, 2026
Florida Trust Wealth Management Co History No change 4,450 588 0.01% 0.01% 372 0 0.0% Q2 2026 Jul 27, 2026
LexAurum Advisors, LLC History Reduced 4,438 586 0.07% 0.09% 373 -1,527 -25.6% Q2 2026 Jul 15, 2026
Pinnacle Financial Group, LLC / IL History Added to 4,439 586 0.14% 0.14% 374 +22 0.5% Q2 2026 Jul 30, 2026
Sterling Wealth Management, Inc. History Added to 4,438 586 0.15% 0.14% 375 +9 0.2% Q2 2026 Jul 30, 2026
Acropolis Investment Management, LLC History No change 4,220 558 0.02% 0.02% 376 0 0.0% Q2 2026 Jul 16, 2026
Level Financial Advisors History No change 4,225 558 0.12% 0.12% 377 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Advisors, LLC History Reduced 4,193 554 0.01% 0.01% 378 -725 -14.74% Q2 2026 Aug 06, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 4,171 551 0.09% 0.08% 379 -3 -0.07% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History Added to 4,148 548 0.01% 0.0% 380 +2,136 106.16% Q2 2026 Aug 10, 2026
Wood Tarver Financial Group, LLC History Added to 4,139 547 0.13% 0.12% 381 +137 3.42% Q2 2026 Aug 13, 2026
Aureum Wealth Management, LLC History Reduced 4,100 542 0.34% 0.34% 382 -300 -6.82% Q2 2026 Jul 22, 2026
WNY Asset Management, LLC History Reduced 4,083 539 0.05% 0.05% 384 -4 -0.1% Q2 2026 Aug 17, 2026
Zhang Financial LLC History No change 4,082 539 0.02% 0.02% 383 0 0.0% Q2 2026 Jul 30, 2026
Physician Wealth Advisors, Inc. History Reduced 4,067 537 0.06% 0.07% 385 -112 -2.68% Q2 2026 Jul 20, 2026
Wealth Management Strategies, Inc. History Added to 4,000 529 0.21% 0.2% 386 +25 0.63% Q2 2026 Aug 17, 2026
COREPATH WEALTH PARTNERS LLC History Reduced 4,000 527 0.33% 0.32% 387 -69 -1.7% Q2 2026 Jul 09, 2026
Advisory Services Network, LLC History Reduced 3,970 525 0.01% 0.01% 388 -21 -0.53% Q2 2026 Aug 12, 2026
Summit Financial, LLC History New 3,965 524 0.01% — 389 +3,965 New Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 3,964 524 0.06% 0.05% 390 +440 12.49% Q2 2026 Jul 10, 2026
Aspen Capital Management, LLC History Added to 3,961 523 0.12% 0.11% 391 +8 0.2% Q2 2026 Aug 04, 2026
Cardinal Point Capital Management ULC History Added to 3,923 518 0.03% 0.02% 392 +963 32.53% Q2 2026 Jul 14, 2026
Integrated Wealth Concepts LLC History Added to 3,903 516 0.0% 0.0% 393 +58 1.51% Q2 2026 Sep 08, 2026
Gladstone Institutional Advisory LLC History Added to 3,885 513 0.02% 0.02% 394 +31 0.8% Q2 2026 Jul 27, 2026
Mokosak Advisory Group, LLC History Added to 3,866 511 0.11% 0.11% 396 +9 0.23% Q2 2026 Aug 03, 2026
Bridgewater Advisors Inc. History No change 3,817 511 0.03% 0.03% 395 0 0.0% Q2 2026 Aug 05, 2026
NWF Advisory Services Inc. History No change 3,870 511 0.05% 0.05% 397 0 0.0% Q2 2026 Jul 29, 2026
Sulzberger Capital Advisors, Inc. History No change 3,863 510 0.5% 0.44% 398 0 0.0% Q2 2026 Jul 17, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 3,838 507 0.17% 0.15% 399 0 0.0% Q2 2026 Jul 16, 2026
CUTLER INVESTMENT COUNSEL LLC History Reduced 3,820 505 0.05% 0.04% 400 -30 -0.78% Q2 2026 Jul 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 3,816 504 0.03% 0.03% 401 -330 -7.96% Q2 2026 Jul 13, 2026
Peregrine Asset Advisers, Inc. History Added to 3,797 502 0.11% 0.1% 402 +611 19.18% Q2 2026 Aug 10, 2026
Downshift Financial, LLC History Added to 3,786 500 0.22% 0.24% 403 +8 0.21% Q2 2026 Aug 12, 2026
Ally Invest Advisors Inc. History Reduced 3,777 499 0.03% 0.03% 404 -163 -4.14% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History Reduced 3,712 490 0.01% 0.01% 405 -1,629 -30.5% Q2 2026 Jul 29, 2026
BDFS Capital LLC History Reduced 3,700 489 0.21% 0.21% 406 -125 -3.27% Q2 2026 Jul 15, 2026
Rollins Financial Advisors, LLC History Reduced 3,659 483 0.06% 0.07% 407 -54 -1.45% Q2 2026 Aug 04, 2026
Rothschild Wealth LLC History No change 3,645 482 0.04% 0.04% 408 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Bancorp, Inc. History Added to 3,635 480 0.12% 0.12% 409 +7 0.19% Q2 2026 Jul 28, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 3,610 477 0.02% 0.02% 410 +178 5.19% Q2 2026 Jul 24, 2026
Five Pine Wealth Management History Added to 3,609 477 0.27% 0.25% 411 +3 0.08% Q2 2026 Aug 13, 2026
Ethic Inc. History New 3,586 474 0.01% — 412 +3,586 New Q2 2026 Jul 29, 2026
Mengis Capital Management, Inc. History Added to 3,574 472 0.07% 0.07% 413 +108 3.12% Q2 2026 Jul 28, 2026
SAX WEALTH ADVISORS, LLC History New 4,175 468 0.02% — 414 +4,175 New Q2 2026 Jul 09, 2026
MSH Capital Advisors LLC History No change 3,530 466 0.08% 0.08% 415 0 0.0% Q2 2026 Aug 10, 2026
Rice Partnership, LLC History Reduced 3,496 462 0.06% 0.05% 416 -23 -0.65% Q2 2026 Jul 29, 2026
HEADINVEST, LLC History No change 3,488 461 0.09% 0.08% 417 0 0.0% Q2 2026 Aug 14, 2026
IBEX WEALTH ADVISORS History Added to 3,484 460 0.04% 0.04% 418 +9 0.26% Q2 2026 Jul 27, 2026
Essential Planning, LLC. History Added to 3,469 458 0.13% 0.12% 419 +34 0.99% Q2 2026 Aug 03, 2026
AAF Wealth Management, LLC History Reduced 3,461 457 0.17% 0.31% 420 -3,336 -49.08% Q2 2026 Jul 17, 2026
Old Peak Finance LLC History Added to 3,457 457 0.22% 0.2% 421 +432 14.28% Q2 2026 Aug 03, 2026
PINNACLE ASSOCIATES LTD History Added to 3,433 453 0.0% 0.0% 422 +3 0.09% Q2 2026 Aug 03, 2026
Meridian Financial Partners LLC History Added to 3,375 452 0.15% 0.14% 423 +213 6.74% Q2 2026 Jul 24, 2026
Five Oceans Advisors History No change 3,416 451 0.14% 0.14% 424 0 0.0% Q2 2026 Jul 15, 2026
Brio Consultants, LLC History Added to 3,409 450 0.05% 0.05% 425 +31 0.92% Q2 2026 Aug 12, 2026
PRUDENT INVESTORS NETWORK, INC. History New 3,400 449 0.09% — 426 +3,400 New Q2 2026 Aug 13, 2026
Tribridge Partners Financial LLC History Added to 3,451 449 0.18% 0.16% 428 +7 0.2% Q2 2026 Aug 04, 2026
Panoramic Capital Partners, LLC History Added to 3,398 449 0.21% 0.23% 427 +1 0.03% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History New 3,391 448 0.01% — 430 +3,391 New Q2 2026 Aug 11, 2026
DAVENPORT & Co LLC History Added to 3,393 448 0.0% 0.0% 429 +1,469 76.35% Q2 2026 Jul 13, 2026
Aprio Wealth Management, LLC History Reduced 3,377 446 0.02% 0.02% 431 -82 -2.37% Q2 2026 Jul 24, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 3,365 444 0.27% 0.27% 432 +7 0.21% Q2 2026 Aug 11, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 3,328 440 0.02% 0.01% 433 0 0.0% Q2 2026 Aug 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 3,320 439 0.0% — 434 +3,320 New Q2 2026 Aug 14, 2026
Legacy Capital Wealth Partners, LLC History No change 3,320 439 0.08% 0.08% 435 0 0.0% Q2 2026 Aug 12, 2026
Quantum Financial Advisors, LLC History No change 3,323 439 0.04% 0.04% 436 0 0.0% Q2 2026 Jul 08, 2026
Octavia Wealth Advisors, LLC History Added to 3,319 438 0.04% 0.03% 437 +240 7.79% Q2 2026 Jul 14, 2026
Cascade Investment Advisors, Inc. History Reduced 3,300 436 0.24% 0.36% 438 -2,098 -38.87% Q2 2026 Jul 15, 2026
PARK NATIONAL CORP /OH/ History Added to 3,250 429 0.01% 0.01% 439 +494 17.92% Q2 2026 Jul 15, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 3,231 427 0.07% 0.06% 440 +5 0.15% Q2 2026 Aug 07, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 3,220 425 0.03% 0.02% 441 +542 20.24% Q2 2026 Jul 14, 2026
Parcion Private Wealth LLC History No change 3,192 422 0.02% 0.02% 442 0 0.0% Q2 2026 Jul 27, 2026
WARNER FINANCIAL, INC History Added to 3,170 419 0.12% 0.1% 443 +675 27.05% Q2 2026 Jul 09, 2026
Hilltop Holdings Inc. History No change 3,161 418 0.03% 0.03% 444 0 0.0% Q2 2026 Aug 13, 2026
Principle Wealth Partners LLC History No change 3,154 417 0.02% 0.02% 445 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 3,133 414 0.02% 0.02% 446 +144 4.82% Q2 2026 Aug 05, 2026
&PARTNERS History Reduced 3,103 410 0.0% 0.0% 447 -89 -2.79% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History Reduced 3,086 408 0.01% 0.01% 448 -14 -0.45% Q2 2026 Aug 14, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 3,079 407 0.06% 0.05% 449 0 0.0% Q2 2026 Jul 20, 2026
Valeo Financial Advisors, LLC History No change 3,068 405 0.01% 0.01% 450 0 0.0% Q2 2026 Jul 08, 2026
OPPENHEIMER & CO INC History New 3,032 400 0.0% — 451 +3,032 New Q2 2026 Aug 03, 2026
Legacy Private Trust Co. History Reduced 3,025 400 0.02% 0.02% 452 -100 -3.2% Q2 2026 Jul 21, 2026
Sandy Cove Advisors, LLC History Added to 3,023 399 0.1% 0.1% 453 +3 0.1% Q2 2026 Jul 07, 2026
True North Advisors, LLC History New 3,017 398 0.04% — 454 +3,017 New Q2 2026 Jul 22, 2026
RTD Financial Advisors, Inc. History No change 3,017 398 0.04% 0.04% 455 0 0.0% Q2 2026 Jul 13, 2026
NCM Capital Management, LLC History No change 3,000 396 0.12% 0.12% 456 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History Reduced 2,977 393 0.03% 0.02% 457 -5 -0.17% Q2 2026 Aug 06, 2026
Prime Capital Investment Advisors, LLC History Added to 2,952 390 0.0% 0.0% 458 +450 17.99% Q2 2026 Aug 05, 2026
Brookstone Capital Management History Added to 2,923 386 0.0% 0.0% 459 +166 6.02% Q2 2026 Jul 15, 2026
Cornerstone Wealth Advisors, Inc. History No change 2,900 383 0.08% 0.07% 460 0 0.0% Q2 2026 Jul 17, 2026
Blue Zone Wealth Advisors, LLC History No change 2,883 381 0.07% 0.07% 461 0 0.0% Q2 2026 Jul 14, 2026
NATURAL INVESTMENTS, LLC History Added to 2,874 380 0.08% 0.06% 462 +530 22.61% Q2 2026 Jul 31, 2026
Fiera Capital Corp History Added to 2,863 378 0.0% 0.0% 463 +6 0.21% Q2 2026 Aug 07, 2026
Medallion Wealth Advisors, LLC History Reduced 2,850 376 0.12% 0.12% 465 -305 -9.67% Q2 2026 Aug 14, 2026
CFS Investment Advisory Services, LLC History No change 2,856 376 0.03% 0.02% 464 0 0.0% Q2 2026 Jul 16, 2026
Hurley Capital, LLC History Added to 2,827 373 0.19% 0.17% 466 +2 0.07% Q2 2026 Aug 10, 2026
Ignite Planners, LLC History No change 2,813 371 0.05% 0.05% 467 0 0.0% Q2 2026 Jul 23, 2026
Obermeyer Wealth Partners History No change 2,800 370 0.02% 0.01% 468 0 0.0% Q2 2026 Jul 29, 2026
Stonebridge Financial Planning Group, LLC History No change 2,805 370 0.12% 0.12% 469 0 0.0% Q2 2026 Jul 31, 2026
Retirement Planning Group, LLC History Added to 2,763 365 0.01% 0.01% 470 +1 0.04% Q2 2026 Aug 05, 2026
NOTTINGHAM ADVISORS, INC. History No change 2,750 361 0.04% 0.04% 471 0 0.0% Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History Reduced 2,727 360 0.01% 0.01% 472 -320 -10.5% Q2 2026 Aug 06, 2026
CAPITAL MANAGEMENT CORP /VA History Added to 2,722 359 0.05% 0.05% 473 +3 0.11% Q2 2026 Jul 29, 2026
J. Mark Nickell & Co. History Added to 2,712 358 0.29% 0.3% 475 +137 5.32% Q2 2026 Aug 11, 2026
RB Capital Management, LLC History No change 2,709 358 0.07% 0.06% 474 0 0.0% Q2 2026 Aug 17, 2026
FIRST MANHATTAN CO. LLC. History No change 2,705 357 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History Added to 2,696 356 0.27% 0.25% 477 +6 0.22% Q2 2026 Jul 22, 2026
Evergreen Wealth Partners LLC History Added to 2,687 355 0.21% 0.23% 479 +6 0.22% Q2 2026 Aug 11, 2026
Plancorp, LLC History No change 2,679 355 0.01% 0.01% 478 0 0.0% Q2 2026 Jul 14, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Reduced 2,684 354 0.04% 0.04% 482 -58 -2.12% Q2 2026 Jul 31, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 2,680 354 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 10, 2026
Fort Sheridan Advisors LLC History No change 2,684 354 0.04% 0.04% 481 0 0.0% Q2 2026 Aug 05, 2026
Schaeffer Financial LLC History Added to 2,674 353 0.27% 0.21% 483 +465 21.05% Q2 2026 Aug 03, 2026
Financial Futures Ltd Liability Co. History Reduced 2,622 346 0.13% 0.15% 484 -509 -16.26% Q2 2026 Jul 27, 2026
TCI Wealth Advisors, Inc. History No change 2,608 344 0.01% 0.02% 485 0 0.0% Q2 2026 Jul 29, 2026
MANCHESTER FINANCIAL INC History No change 2,595 343 0.06% 0.06% 486 0 0.0% Q2 2026 Jul 17, 2026
Curi Capital, LLC History No change 2,590 342 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History Added to 2,586 341 0.01% 0.01% 488 +2 0.08% Q2 2026 Jul 07, 2026
Carr Financial Group Corp History Added to 2,571 339 0.08% 0.06% 490 +609 31.04% Q2 2026 Aug 06, 2026
Sound View Wealth Advisors Group, LLC History Reduced 2,567 339 0.02% 0.02% 489 -79 -2.99% Q2 2026 Aug 11, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,543 336 0.0% 0.0% 491 +744 41.36% Q2 2026 Sep 23, 2026
CIBC WORLD MARKET INC. History Added to 2,520 333 0.0% 0.0% 492 +240 10.53% Q2 2026 Aug 13, 2026
Quent Capital, LLC History Added to 2,522 333 0.02% 0.02% 493 +106 4.39% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 2,500 330 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 11, 2026
B & T Capital Management DBA Alpha Capital Management History Added to 2,490 329 0.04% 0.04% 495 +195 8.5% Q2 2026 Aug 07, 2026
PW Nova Financial Services LLC History New 2,478 327 0.07% — 498 +2,478 New Q2 2026 Jul 29, 2026
Disciplined Investors, L.L.C. History Added to 2,480 327 0.16% 0.16% 497 +77 3.2% Q2 2026 Aug 11, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 2,474 327 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 2,464 325 0.0% — 500 +2,464 New Q2 2026 Jul 14, 2026
MBE Wealth Management, LLC History Added to 2,460 325 0.11% 0.11% 501 +14 0.57% Q2 2026 Jul 24, 2026
Orion Porfolio Solutions, LLC History No change 2,459 325 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 14, 2026
First National Advisers, LLC History No change 2,460 325 0.05% 0.04% 502 0 0.0% Q2 2026 Jul 21, 2026
FC Advisory LLC History Added to 2,454 324 0.09% 0.08% 503 +37 1.53% Q2 2026 Jul 09, 2026
True Link Financial Advisors, LLC History Reduced 2,439 322 0.02% 0.02% 504 -65 -2.6% Q2 2026 Jul 31, 2026
Diversified Enterprises, LLC History Reduced 2,401 317 0.02% 0.02% 505 -263 -9.87% Q2 2026 Jul 31, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 2,394 316 0.0% 0.0% 506 +290 13.78% Q2 2026 Aug 03, 2026
Salus Financial Advisors, LLC History Reduced 2,391 316 0.16% 0.16% 507 -100 -4.01% Q2 2026 Aug 06, 2026
Everhart Financial Group, Inc. History Reduced 2,380 314 0.02% 0.02% 508 -20 -0.83% Q2 2026 Jul 08, 2026
Winthrop Advisory Group LLC History New 2,361 312 0.02% — 509 +2,361 New Q2 2026 Jul 17, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Reduced 2,349 310 0.11% 0.11% 510 -104 -4.24% Q2 2026 Jul 22, 2026
Round Rock Advisors LLC History Reduced 2,345 310 0.04% 0.04% 511 -100 -4.09% Q2 2026 Aug 12, 2026
First Heartland Consultants, Inc. History New 2,337 309 0.02% — 512 +2,337 New Q2 2026 Jul 08, 2026
Sowell Financial Services LLC History Reduced 2,333 308 0.01% 0.01% 513 -50 -2.1% Q2 2026 Jul 17, 2026
HM PAYSON & CO History Added to 2,324 307 0.0% 0.0% 514 +249 12.0% Q2 2026 Jul 17, 2026
LANARK FINANCIAL, INC. History No change 2,306 304 0.02% 0.02% 515 0 0.0% Q2 2026 Jul 21, 2026
Dakota Wealth Management History No change 2,299 304 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 07, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 2,283 301 0.1% 0.09% 517 0 0.0% Q2 2026 Jul 24, 2026
LongView Wealth Management History Added to 2,272 300 0.08% 0.07% 518 +4 0.18% Q2 2026 Jul 17, 2026
Trust Point Inc. History New 2,267 299 0.03% — 519 +2,267 New Q2 2026 Jul 08, 2026
Abacus Wealth Partners, LLC History No change 2,252 297 0.03% 0.02% 520 0 0.0% Q2 2026 Jul 22, 2026
Wolfstich Capital, LLC History Reduced 2,219 292 0.23% 0.27% 522 -574 -20.55% Q2 2026 Jul 24, 2026
Whitegate Investment Counselors, Inc. History Reduced 2,215 292 0.08% 0.08% 521 -54 -2.38% Q2 2026 Aug 10, 2026
Dunhill Financial, LLC History No change 2,187 289 0.06% 0.06% 523 0 0.0% Q2 2026 Aug 07, 2026
Ackerman Capital Advisors, LLC History No change 2,178 288 0.06% 0.05% 524 0 0.0% Q2 2026 Jul 30, 2026
Apollon Wealth Management, LLC History No change 2,178 288 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 22, 2026
Tandem Financial, LLC History Added to 2,164 286 0.09% 0.08% 526 +5 0.23% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History Reduced 2,153 284 0.0% 0.0% 527 -2,895 -57.35% Q2 2026 Aug 06, 2026
CreativeOne Wealth, LLC History New 2,149 284 0.01% — 528 +2,149 New Q2 2026 Aug 13, 2026
Reliant Wealth Planning History No change 2,133 282 0.08% 0.07% 529 0 0.0% Q2 2026 Aug 07, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 2,498 280 0.03% 0.03% 530 0 0.0% Q2 2026 Aug 05, 2026
Investment Advisory Group, LLC History No change 2,105 278 0.06% 0.06% 531 0 0.0% Q2 2026 Aug 06, 2026
CONTINUUM WEALTH ADVISORS, LLC History Added to 2,098 277 0.09% 0.09% 533 +213 11.3% Q2 2026 Jul 21, 2026
AGF MANAGEMENT LTD History Reduced 2,100 277 0.0% 0.0% 532 -200 -8.7% Q2 2026 Aug 10, 2026
North Star Investment Management Corp. History Reduced 2,077 274 0.01% 0.01% 534 -72 -3.35% Q2 2026 Jul 28, 2026
KINTRA WEALTH, LLC History Added to 1,991 274 0.01% 0.02% 535 +4 0.2% Q2 2026 Aug 14, 2026
Rathbones Group PLC History New 2,066 273 0.0% — 536 +2,066 New Q2 2026 Jul 23, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 2,026 267 0.02% 0.02% 537 -459 -18.47% Q2 2026 Aug 14, 2026
Equity Wealth Partners, LLC History Reduced 2,020 267 0.1% 0.15% 539 -5 -0.25% Q2 2026 Jul 27, 2026
VestGen Advisors, LLC History Added to 2,024 267 0.01% 0.01% 538 +4 0.2% Q2 2026 Aug 11, 2026
Fiduciary Alliance LLC History Added to 2,014 266 0.02% 0.01% 540 +2 0.1% Q2 2026 Jul 20, 2026
TritonPoint Partners, LLC History New 2,009 265 0.02% — 543 +2,009 New Q2 2026 Aug 13, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 2,007 265 0.02% 0.02% 541 0 0.0% Q2 2026 Jul 21, 2026
TRITONPOINT WEALTH, LLC History No change 2,009 265 0.03% 0.02% 542 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History New 2,000 264 0.0% — 544 +2,000 New Q2 2026 Sep 02, 2026
Level Wealth Management LLC History Added to 1,983 262 0.1% 0.1% 545 +5 0.25% Q2 2026 Jul 28, 2026
Trek Financial, LLC History Reduced 1,970 260 0.01% 0.01% 546 -289 -12.79% Q2 2026 Aug 13, 2026
Bouchey Financial Group, Ltd. History Added to 1,954 258 0.02% 0.02% 548 +87 4.66% Q2 2026 Jul 27, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 1,957 258 0.01% 0.01% 547 0 0.0% Q2 2026 Sep 11, 2026
Cornerstone Advisory, LLC History Added to 1,936 256 0.02% 0.02% 549 +3 0.16% Q2 2026 Jul 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,920 253 0.02% 0.01% 550 0 0.0% Q2 2026 Aug 13, 2026
Nemes Rush Group LLC History Reduced 1,908 252 0.02% 0.03% 551 -1,268 -39.92% Q2 2026 Aug 14, 2026
Chesley Taft & Associates LLC History New 1,903 251 0.01% — 552 +1,903 New Q2 2026 Jul 08, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 1,898 250 0.01% 0.01% 553 -83 -4.19% Q2 2026 Aug 11, 2026
Carnegie Investment Counsel History New 1,871 247 0.0% — 554 +1,871 New Q2 2026 Jul 30, 2026
Ledgewood Wealth Advisors, LLC History Reduced 1,855 245 0.13% 0.13% 556 -134 -6.74% Q2 2026 Jul 08, 2026
Vawter Financial, Ltd. History No change 1,860 245 0.09% 0.09% 555 0 0.0% Q2 2026 Jul 24, 2026
Jacobsen Capital Management History Added to 1,853 244 0.07% 0.07% 557 +4 0.22% Q2 2026 Jul 29, 2026
Legacy Financial Advisors, Inc. History Reduced 1,843 243 0.03% 0.03% 558 -125 -6.35% Q2 2026 Aug 05, 2026
Momentous Wealth Management, Inc. History No change 1,840 243 0.12% 0.12% 559 0 0.0% Q2 2026 Aug 11, 2026
VISTA INVESTMENT PARTNERS II, LLC History New 1,832 242 0.09% — 560 +1,832 New Q2 2026 Jul 21, 2026
OFC FINANCIAL PLANNING, LLC History No change 1,816 240 0.21% 0.2% 561 0 0.0% Q2 2026 Aug 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History New 1,808 239 0.0% — 562 +1,808 New Q2 2026 Jul 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History New 1,804 239 0.0% — 563 +1,804 New Q2 2026 Aug 14, 2026
Martel Wealth Advisors LLC History Reduced 1,814 239 0.04% 0.04% 564 -386 -17.55% Q2 2026 Jul 13, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 1,800 238 0.07% 0.07% 565 0 0.0% Q2 2026 Aug 10, 2026
Argyle Capital Partners, LLC History New 1,799 237 0.15% — 566 +1,799 New Q2 2026 Aug 07, 2026
Astra Wealth Partners LLC History New 1,771 234 0.12% — 567 +1,771 New Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History New 1,761 232 0.0% — 568 +1,761 New Q2 2026 Aug 14, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History New 1,750 231 0.01% — 569 +1,750 New Q2 2026 Aug 14, 2026
Keystone Wealth Services, LLC History New 1,743 230 0.04% — 571 +1,743 New Q2 2026 Aug 05, 2026
Cassilly Financial Group LLC History New 1,743 230 0.17% — 572 +1,743 New Q2 2026 Jul 15, 2026
Coastal Bridge Advisors, LLC History Reduced 1,745 230 0.01% 0.01% 570 -58 -3.22% Q2 2026 Aug 17, 2026
Synergy Financial Group, LTD History New 1,735 229 0.16% — 574 +1,735 New Q2 2026 Aug 04, 2026
Amplius Wealth Advisors, LLC History New 1,732 229 0.02% — 573 +1,732 New Q2 2026 Jul 17, 2026
ZENITH SOLUTIONS, INC. History New 1,728 228 0.21% — 575 +1,728 New Q2 2026 Aug 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 1,694 224 0.01% — 576 +1,694 New Q2 2026 Jul 22, 2026
DDD Partners, LLC History New 1,690 223 0.01% — 577 +1,690 New Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History New 1,661 219 0.0% — 578 +1,661 New Q2 2026 Aug 18, 2026
Partners in Financial Planning History New 1,656 219 0.03% — 579 +1,656 New Q2 2026 Aug 10, 2026
GGM Financial LLC History Reduced 1,652 218 0.08% 0.49% 580 -7,777 -82.48% Q2 2026 Jul 23, 2026
Walkner Condon Financial Advisors LLC History New 1,644 217 0.02% — 581 +1,644 New Q2 2026 Jul 27, 2026
KEYVANTAGE WEALTH, LLC History New 1,632 215 0.08% — 582 +1,632 New Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History New 1,621 214 0.01% — 583 +1,621 New Q2 2026 Aug 07, 2026
Donalies Financial Planning, LLC History New 1,621 214 0.16% — 585 +1,621 New Q2 2026 Aug 06, 2026
Atria Investments, Inc History New 1,620 214 0.0% — 584 +1,620 New Q2 2026 Jul 28, 2026
Connecticut Wealth Management, LLC History New 1,604 212 0.01% — 586 +1,604 New Q2 2026 Jul 29, 2026
Northern Capital Management, Inc. History New 1,601 211 0.09% — 588 +1,601 New Q2 2026 Jul 23, 2026
JSF Financial, LLC History New 1,598 211 0.03% — 589 +1,598 New Q2 2026 Jul 28, 2026
Nadler Financial Group, Inc. History Reduced 1,600 211 0.02% 0.02% 587 -575 -26.44% Q2 2026 Jul 29, 2026
Covestor Ltd History Added to 1,579 209 0.12% 0.12% 590 +92 6.19% Q2 2026 Aug 07, 2026
BostonPremier Wealth LLC History New 1,578 208 0.09% — 592 +1,578 New Q2 2026 Jul 24, 2026
W ADVISORS, LLC History New 1,574 208 0.09% — 591 +1,574 New Q2 2026 Jul 31, 2026
Avidian Wealth Enterprises, LLC History New 1,571 207 0.01% — 593 +1,571 New Q2 2026 Jul 24, 2026
Post Resch Tallon Group Inc. History New 1,571 207 0.14% — 594 +1,571 New Q2 2026 Jul 07, 2026
Cascade Financial Partners, LLC History New 1,565 206 0.02% — 596 +1,565 New Q2 2026 Aug 04, 2026
Concord Wealth Partners History New 1,562 206 0.02% — 595 +1,562 New Q2 2026 Jul 27, 2026
NerdWallet Wealth Partners, LLC History New 1,553 205 0.07% — 597 +1,553 New Q2 2026 Jul 07, 2026
Krilogy Financial LLC History New 1,550 204 0.01% — 598 +1,550 New Q2 2026 Jul 27, 2026
MB Generational Wealth, LLC History Reduced 1,533 202 0.1% 0.11% 599 -265 -14.74% Q2 2026 Jul 31, 2026
Alpha Financial Partners LLC History New 1,524 201 0.11% — 600 +1,524 New Q2 2026 Aug 11, 2026
GAMMA Investing LLC History No change 1,442 190 0.01% 0.01% 601 0 0.0% Q2 2026 Jul 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,340 177 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 12, 2026
DHJJ Financial Advisors, Ltd. History New 1,325 175 0.05% — 603 +1,325 New Q2 2026 Jul 24, 2026
AdvisorNet Financial, Inc History Added to 1,318 174 0.01% 0.01% 604 +18 1.38% Q2 2026 Jul 23, 2026
JFS WEALTH ADVISORS, LLC History No change 1,266 167 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 10, 2026
EASTERN BANK History Reduced 1,228 162 0.0% 0.0% 606 -51 -3.99% Q2 2026 Jul 01, 2026
Carolina Wealth Advisors, LLC History No change 1,205 159 0.06% 0.06% 607 0 0.0% Q2 2026 Jul 09, 2026
IFP Advisors, Inc History Added to 1,155 152 0.0% 0.0% 608 +280 32.0% Q2 2026 Jul 20, 2026
Graney & King, LLC History Reduced 1,142 151 0.05% 0.09% 610 -270 -19.12% Q2 2026 Aug 07, 2026
Investors Research Corp History Added to 1,143 151 0.03% 0.02% 609 +66 6.13% Q2 2026 Jul 10, 2026
Gould Capital, LLC History New 1,089 144 0.08% — 612 +1,089 New Q2 2026 Aug 07, 2026
Aptus Capital Advisors, LLC History No change 1,089 144 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 12, 2026
Frankly Finances, LLC History New 968 128 0.1% — 614 +968 New Q2 2026 Jul 15, 2026
Strategic Wealth Partners, Ltd. History No change 970 128 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 12, 2026
Capitol Family Office, Inc. History Added to 956 126 0.13% 0.13% 616 +11 1.16% Q2 2026 Jul 31, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 960 126 0.04% 0.04% 615 0 0.0% Q2 2026 Jul 16, 2026
Fort Vancouver Investment Management, LLC History No change 955 126 0.06% 0.05% 617 0 0.0% Q2 2026 Jul 29, 2026
GILL CAPITAL PARTNERS, LLC History No change 943 124 0.03% 0.03% 618 0 0.0% Q2 2026 Aug 20, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 938 124 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History New 905 119 0.05% — 620 +905 New Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History Reduced 886 117 0.01% 0.01% 621 -741 -45.54% Q2 2026 Sep 04, 2026
Cornerstone Financial Management LLC History No change 875 115 0.09% 0.09% 622 0 0.0% Q2 2026 Aug 28, 2026
Rialto Wealth Management, LLC History Reduced 863 114 0.02% 0.02% 623 -60 -6.5% Q2 2026 Aug 11, 2026
Abound Wealth Management History Reduced 859 113 0.02% 0.02% 624 -16 -1.83% Q2 2026 Jul 10, 2026
IFG Advisory, LLC History New 824 108 0.0% — 625 +824 New Q2 2026 Aug 13, 2026
Winthrop Capital Management, LLC History No change 814 108 0.03% 0.02% 626 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 805 106 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History New 795 105 0.0% — 628 +795 New Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 799 105 0.01% 0.01% 629 0 0.0% Q2 2026 Jul 22, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 103,431 103 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 17, 2026
Trust Co History No change 760 100 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 10, 2026
Keating Financial Advisory Services, Inc. History No change 728 96 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 725 95 0.0% 0.0% 633 -770 -51.51% Q2 2026 Jul 14, 2026
PITTENGER & ANDERSON INC History No change 717 94 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 27, 2026
Piscataqua Savings Bank History No change 711 94 0.06% 0.06% 635 0 0.0% Q2 2026 Jul 09, 2026
FIDUCIARY FINANCIAL ADVISORS History New 702 92 0.01% — 636 +702 New Q2 2026 Aug 13, 2026
Richardson Capital Management LLC History Added to 689 91 0.04% 0.04% 637 +2 0.29% Q2 2026 Jul 17, 2026
Newton One Investments LLC History Added to 678 89 0.02% 0.02% 639 +158 30.38% Q2 2026 Jul 22, 2026
Fortis Group Advisors, LLC History No change 680 89 0.01% 0.01% 638 0 0.0% Q2 2026 Jul 24, 2026
TUCKER ASSET MANAGEMENT LLC History New 651 86 0.02% — 640 +651 New Q2 2026 Aug 27, 2026
American Capital Advisory, LLC History Added to 625 82 0.03% 0.01% 641 +323 106.95% Q2 2026 Jul 28, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 603 79 0.03% 0.03% 642 0 0.0% Q2 2026 Aug 05, 2026
UNION SAVINGS BANK History No change 586 77 0.03% 0.03% 643 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 572 75 0.0% 0.0% 644 -1,157 -66.92% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 491 64 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 15, 2026
Midway Capital Research & Management History No change 487 64 0.05% 0.05% 646 0 0.0% Q2 2026 Jul 13, 2026
Qube Research & Technologies Ltd History New 482 63 0.0% — 648 +482 New Q2 2026 Aug 14, 2026
Fairway Wealth LLC History Added to 479 63 0.01% 0.01% 649 +1 0.21% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 482 63 0.01% 0.0% 647 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History Added to 465 61 0.0% 0.0% 650 +197 73.51% Q2 2026 Jul 30, 2026
YANKCOM Partnership History No change 458 60 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 21, 2026
Smartleaf Asset Management LLC History No change 454 59 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 12, 2026
Pacific Center for Financial Services History Added to 444 58 0.01% 0.01% 653 +1 0.23% Q2 2026 Aug 05, 2026
Glen Eagle Advisors, LLC History No change 440 58 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 14, 2026
Roble, Belko & Company, Inc History No change 422 56 0.01% 0.01% 655 0 0.0% Q2 2026 Jul 24, 2026
CBIZ Investment Advisory Services, LLC History No change 504 56 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 13, 2026
Aberdeen Wealth Management LLC History New 411 54 0.03% — 657 +411 New Q2 2026 Aug 13, 2026
Harborfront Financial Group LLC History New 395 52 0.2% — 658 +395 New Q2 2026 Aug 07, 2026
Winch Advisory Services, LLC History No change 387 51 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 06, 2026
Avalon Trust Co History No change 375 49 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 06, 2026
AMERIFLEX GROUP, INC. History New 363 48 0.02% — 661 +363 New Q2 2026 Aug 13, 2026
Mascoma Wealth Management LLC History No change 355 46 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 24, 2026
FIFTH THIRD BANCORP History Reduced 331 43 0.0% 0.0% 663 -1,623 -83.06% Q2 2026 Aug 05, 2026
Gladwyn Financial Advisors, Inc. History Added to 330 43 0.03% 0.03% 664 +1 0.3% Q2 2026 Jul 02, 2026
MASECO LLP History No change 314 41 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 05, 2026
Westend Capital Management, LLC History Reduced 310 40 0.01% 0.02% 666 -161 -34.18% Q2 2026 Aug 07, 2026
Quaker Wealth Management, LLC History No change 309 40 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 307 40 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 11, 2026
Bogart Wealth, LLC History Added to 297 39 0.0% 0.0% 671 +59 24.79% Q2 2026 Jul 24, 2026
DT Investment Partners, LLC History Added to 301 39 0.0% 0.0% 670 +13 4.51% Q2 2026 Jul 27, 2026
SIGNATUREFD, LLC History No change 298 39 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 281 37 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History No change 266 35 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 10, 2026
Glassman Wealth Services History No change 260 34 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 05, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History New 250 33 0.01% — 675 +250 New Q2 2026 Sep 18, 2026
Arax Advisory Partners History Added to 243 32 0.0% 0.0% 676 +17 7.52% Q2 2026 Aug 10, 2026
TOTH FINANCIAL ADVISORY CORP History No change 227 30 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 14, 2026
Operose Advisors LLC History No change 233 30 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 13, 2026
Breakwater Investment Management History No change 229 30 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 223 29 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 14, 2026
Financial Network Wealth Advisors LLC History No change 217 28 0.03% 0.02% 681 0 0.0% Q2 2026 Jul 29, 2026
Archer Investment Corp History Added to 201 26 0.01% 0.0% 682 +75 59.52% Q2 2026 Aug 03, 2026
Evolution Advisers, Inc. History No change 199 26 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 31, 2026
Navigoe, LLC History No change 200 26 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 31, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 190 25 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 04, 2026
Silver Grove Financial Group, Inc. History No change 187 24 0.01% 0.02% 686 0 0.0% Q2 2026 Aug 13, 2026
Seneschal Advisors, LLC History New 175 23 0.02% — 687 +175 New Q2 2026 Aug 13, 2026
NVWM, LLC History No change 166 21 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 28, 2026
ACIMA PRIVATE WEALTH, LLC History No change 158 20 0.01% 0.01% 689 0 0.0% Q2 2026 Jul 06, 2026
BIRCHBROOK, INC. History No change 152 20 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 08, 2026
StrongBox Wealth, LLC History New 149 19 0.01% — 692 +149 New Q2 2026 Jul 23, 2026
BFSG, LLC History No change 148 19 0.0% 0.0% 691 0 0.0% Q2 2026 Jul 20, 2026
TIAA Wealth Investment Management LLC History Reduced 130 16 0.0% 0.0% 694 -380 -74.51% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 125 16 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 28, 2026
Godfrey Financial Associates, Inc. History Reduced 114 15 0.01% 0.01% 696 -19 -14.29% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 115 15 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 24, 2026
Institute for Wealth Management, LLC. History New 100 13 0.0% — 697 +100 New Q2 2026 Jul 28, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 100 13 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 13, 2026
Lodestone Wealth Management LLC History Added to 93 12 0.0% 0.0% 699 +1 1.09% Q2 2026 Jul 23, 2026
ALBION FINANCIAL GROUP /UT History Reduced 85 11 0.0% 0.04% 700 -4,874 -98.29% Q2 2026 Jul 22, 2026
CX Institutional History New 77 10 0.0% — 701 +77 New Q2 2026 Jul 01, 2026
Bernard Wealth Management Corp. History No change 80 10 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 21, 2026
Sage Mountain Advisors LLC History No change 74 9 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 05, 2026
Financial Avengers, Inc. History No change 75 9 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 18, 2026
CoreCap Advisors, LLC History No change 61 8 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 06, 2026
Evelyn Partners Group Ltd History New 56 7 0.0% — 706 +56 New Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 50 6 0.0% 0.0% 707 0 0.0% Q2 2026 Sep 15, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 49 6 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 27, 2026
Tower View Wealth Management LLC History No change 42 5 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 24, 2026
Tidemark, LLC History No change 43 5 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 23 3 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 06, 2026
Olistico Wealth, LLC History No change 29 3 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 13, 2026
Topsail Wealth Management, LLC History No change 20 2 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 20 2 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 05, 2026
3Chopt Investment Partners, LLC History Reduced 13 1 0.0% 0.0% 717 -1 -7.14% Q2 2026 Jul 29, 2026
TSFG, LLC History No change 4 1 0.0% — 715 0 0.0% Q2 2026 Jul 23, 2026
Strategic Investment Solutions, Inc. /IL History No change 12 1 0.0% 0.0% 716 0 0.0% Q2 2026 Jul 08, 2026
Financial Life Planners History No change 10 1 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 21, 2026
Leo Wealth, LLC History Closed out 0 0 — 5.65% — -692,530 -100.0% Q1 2026 May 05, 2026
Mill Creek Capital Advisors, LLC History Closed out 0 0 — 0.4% — -173,348 -100.0% Q1 2026 May 14, 2026
Financial Connections Group, Inc. History Closed out 0 0 — 6.5% — -166,585 -100.0% Q1 2026 May 01, 2026
EVOKE WEALTH, LLC History Closed out 0 0 — 0.13% — -66,700 -100.0% Q2 2026 Aug 10, 2026
Charter Oak Capital Management, LLC History Closed out 0 0 — 0.46% — -52,582 -100.0% Q1 2026 Apr 24, 2026
Strategic Financial Planning, Inc. History Closed out 0 0 — 0.98% — -21,237 -100.0% Q2 2026 Aug 14, 2026
CWM, LLC History Closed out 0 0 — 0.0% — -13,492 -100.0% Q1 2026 May 14, 2026
M Holdings Securities, Inc. History Closed out 0 0 — 0.1% — -11,351 -100.0% Q2 2026 Aug 11, 2026
SEEDS INVESTOR LLC History Closed out 0 0 — 0.16% — -9,735 -100.0% Q2 2026 Aug 12, 2026
Fortress Financial Solutions, LLC History Closed out 0 0 — 1.13% — -9,614 -100.0% Q1 2026 May 04, 2026
Sage Advisory Services, Ltd.Co. History Closed out 0 0 — 0.51% — -8,302 -100.0% Q2 2026 Jul 22, 2026
Brooklyn Investment Group History Closed out 0 0 — 0.03% — -7,958 -100.0% Q1 2026 Apr 29, 2026
FRG Family Wealth Advisors LLC History Closed out 0 0 — 0.11% — -5,879 -100.0% Q1 2026 Apr 24, 2026
Per Stirling Capital Management, LLC. History Closed out 0 0 — 0.06% — -4,693 -100.0% Q2 2026 Aug 14, 2026
Pathfinder Wealth Consulting, Inc. History Closed out 0 0 — 0.34% — -4,606 -100.0% Q1 2026 Apr 20, 2026
Northeast Financial Group, Inc. History Closed out 0 0 — 0.1% — -3,474 -100.0% Q1 2026 May 15, 2026
Antonelli Financial Advisors, LLC History Closed out 0 0 — 0.26% — -3,299 -100.0% Q2 2026 Jul 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Closed out 0 0 — 0.01% — -3,238 -100.0% Q2 2026 Jul 14, 2026
Belpointe Asset Management LLC History Closed out 0 0 — 0.01% — -2,935 -100.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History Closed out 0 0 — 0.04% — -2,935 -100.0% Q2 2026 Jul 31, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Closed out 0 0 — 0.14% — -2,935 -100.0% Q2 2026 Aug 05, 2026
Independent Advisor Alliance History Closed out 0 0 — 0.0% — -2,713 -100.0% Q2 2026 Aug 12, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -2,692 -100.0% Q2 2026 Jul 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.03% — -2,415 -100.0% Q2 2026 Jul 27, 2026
Marks Group Wealth Management, Inc History Closed out 0 0 — 0.02% — -2,289 -100.0% Q2 2026 Jul 27, 2026
McIlrath & Eck, LLC History Closed out 0 0 — 0.02% — -2,228 -100.0% Q1 2026 May 19, 2026
MEMBERS WEALTH LLC History Closed out 0 0 — 0.15% — -2,027 -100.0% Q2 2026 Jul 09, 2026
Scarborough Advisors, LLC History Closed out 0 0 — 0.02% — -1,480 -100.0% Q2 2026 Jul 21, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.01% — -1,124 -100.0% Q2 2026 Jul 20, 2026
WFA of San Diego, LLC History Closed out 0 0 — 0.07% — -807 -100.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History Reduced 1 0 — 0.01% — -364 -99.73% Q2 2026 Aug 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -347 -100.0% Q2 2026 Aug 03, 2026
North Ridge Wealth Advisors, Inc. History Closed out 0 0 — 0.02% — -322 -100.0% Q1 2026 May 14, 2026
Aviso Financial Inc. History Closed out 0 0 — 0.0% — -205 -100.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History Closed out 0 0 — 0.0% — -146 -100.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -141 -100.0% Q2 2026 Jul 29, 2026
Innovative Asset Advisors Group, LLC History Closed out 0 0 — 0.01% — -100 -100.0% Q2 2026 Aug 05, 2026
Evelyn Partners Asset Management Ltd History Closed out 0 0 — 0.0% — -56 -100.0% Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Closed out 0 0 — 0.0% — -51 -100.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Closed out 0 0 — 0.0% — -42 -100.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History Closed out 0 0 — — — -6 -100.0% Q2 2026 Jul 06, 2026
Your Advocates Ltd., LLP History Closed out 0 0 — — — -1 -100.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
RMG Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 11, 2026