World Gold Trust - GLDM

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
Sumitomo Mitsui Trust Group, Inc. History No change 20,057,308 1,592,951 0.91% 0.91% 1 0 0.0% Q2 2026 Jul 30, 2026
WELLS FARGO & COMPANY/MN History No change 10,614,311 842,988 0.14% 0.14% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 8,429,598 669,478 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 13, 2026
SBI Okasan Asset Management Co.Ltd. History No change 7,865,470 624,911 20.55% 20.55% 4 0 0.0% Q2 2026 Jul 21, 2026
MAI Capital Management History No change 7,497,358 595,440 2.24% 2.24% 5 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 7,179,195 570,171 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 14, 2026
Empower Advisory Group, LLC History No change 6,581,765 522,723 1.25% 1.25% 7 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 3,992,972 317,121 0.01% 0.01% 8 0 0.0% Q2 2026 Sep 22, 2026
Resona Asset Management Co.,Ltd. History No change 3,708,700 294,656 1.38% 1.38% 9 0 0.0% Q2 2026 Jul 29, 2026
LPL Financial LLC History No change 3,371,974 267,802 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 07, 2026
Arizona PSPRS Trust History No change 3,356,524 266,575 9.93% 9.93% 11 0 0.0% Q2 2026 Aug 03, 2026
Cassaday & Co Wealth Management LLC History No change 3,334,702 264,842 4.97% 4.97% 12 0 0.0% Q2 2026 Aug 10, 2026
UBS Group AG History No change 3,216,192 255,391 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 2,752,229 219,930 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,531,014 201,013 3.62% 3.62% 15 0 0.0% Q2 2026 Jul 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 2,108,788 167,479 1.16% 1.16% 16 0 0.0% Q2 2026 Jul 22, 2026
Cerity Partners LLC History No change 2,003,763 159,138 0.19% 0.19% 17 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,985,600 157,696 0.46% 0.46% 18 0 0.0% Q2 2026 Aug 17, 2026
STIFEL FINANCIAL CORP History No change 1,866,900 148,269 0.12% 0.12% 19 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 1,770,810 140,637 0.14% 0.14% 20 0 0.0% Q2 2026 Aug 05, 2026
PRUDENTIAL FINANCIAL INC History No change 1,751,574 139,110 0.15% 0.15% 21 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 1,629,472 129,412 0.15% 0.15% 22 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,601,335 127,176 0.15% 0.15% 23 0 0.0% Q2 2026 Aug 14, 2026
Evergreen Quality Fund GP, Ltd. History No change 1,487,700 118,153 1.91% 1.91% 24 0 0.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History No change 1,444,626 114,732 0.29% 0.29% 25 0 0.0% Q2 2026 Jul 28, 2026
REGENTS OF THE UNIVERSITY OF CALIFORNIA History No change 1,438,678 114,259 2.62% 2.62% 26 0 0.0% Q2 2026 Aug 11, 2026
Gradient Investments LLC History Reduced 1,313,275 107,924 1.54% 1.66% 27 -204,444 -13.47% Q3 2026 Oct 08, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,288,752 102,352 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
Hollow Brook Wealth Management LLC History No change 1,250,259 99,295 19.72% 19.72% 29 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 1,188,672 97,685 0.69% 0.45% 30 +465,716 64.42% Q3 2026 Oct 08, 2026
ROYAL BANK OF CANADA History No change 1,211,099 96,185 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,153,183 91,585 0.02% 0.02% 32 0 0.0% Q2 2026 Sep 23, 2026
BENJAMIN EDWARDS INC History No change 1,126,266 89,447 0.82% 0.82% 33 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 1,124,252 89,288 0.1% 0.1% 34 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 1,120,644 89,035 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,057,616 83,995 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
COHEN & STEERS, INC. History No change 985,318 78,254 0.12% 0.12% 37 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 978,859 77,740 0.13% 0.13% 38 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 957,120 76,014 0.45% 0.45% 39 0 0.0% Q2 2026 Aug 17, 2026
Rockefeller Capital Management L.P. History No change 902,899 71,708 0.11% 0.11% 40 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 866,299 68,801 1.09% 1.09% 41 0 0.0% Q2 2026 Aug 10, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 826,482 65,639 0.28% 0.28% 42 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 812,554 64,533 1.24% 1.24% 43 0 0.0% Q2 2026 Aug 11, 2026
Argos Wealth Advisors, LLC History No change 777,903 61,781 16.36% 16.36% 44 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 671,036 53,293 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 14, 2026
3EDGE Asset Management, LP History No change 668,550 53,096 2.37% 2.37% 46 0 0.0% Q2 2026 Jul 27, 2026
NEPC LLC History No change 664,100 52,742 0.98% 0.98% 47 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 663,735 52,713 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 653,400 51,893 0.19% 0.19% 49 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 634,699 51,270 0.86% 0.86% 50 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 634,699 51,270 0.86% 0.86% 51 0 0.0% Q2 2026 Jul 29, 2026
Fullerton Fund Management Co Ltd. History No change 639,081 50,755 3.26% 3.26% 52 0 0.0% Q2 2026 Aug 14, 2026
Parcion Private Wealth LLC History No change 628,609 49,924 2.77% 2.77% 53 0 0.0% Q2 2026 Jul 27, 2026
CITADEL ADVISORS LLC History No change 620,105 49,043 0.01% 0.01% 54 0 0.0% Q2 2026 Sep 02, 2026
Verde Servicos Internacionais S.A. History No change 595,207 47,271 17.32% 17.32% 55 0 0.0% Q2 2026 Jul 29, 2026
Strategic Financial Services, Inc. History No change 561,408 44,587 1.95% 1.95% 56 0 0.0% Q2 2026 Aug 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 533,694 42,386 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 12, 2026
Greenline Partners, LLC History No change 523,445 41,572 4.23% 4.23% 58 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 519,886 41,289 0.94% 0.94% 59 0 0.0% Q2 2026 Jul 22, 2026
Cetera Investment Advisers History No change 517,560 41,104 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 12, 2026
MBL Wealth, LLC History No change 516,616 41,029 2.8% 2.8% 61 0 0.0% Q2 2026 Jul 15, 2026
American Investment Services, Inc. History No change 491,625 39,044 8.25% 8.25% 62 0 0.0% Q2 2026 Aug 12, 2026
Bangor Savings Bank History Reduced 459,007 37,721 2.87% 2.74% 63 -9,398 -2.01% Q3 2026 Oct 06, 2026
Corient Private Wealth LP History No change 474,192 37,660 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 27, 2026
Wealthfront Advisers LLC History No change 458,933 36,448 0.07% 0.07% 65 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 456,002 36,215 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 451,418 35,851 0.05% 0.05% 67 0 0.0% Q2 2026 Jul 29, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 451,102 35,826 2.11% 2.11% 68 0 0.0% Q2 2026 Aug 03, 2026
Evercore Wealth Management, LLC History No change 438,275 34,807 0.49% 0.49% 69 0 0.0% Q2 2026 Aug 14, 2026
SENTINEL PENSION ADVISORS, LLC History No change 421,382 33,478 4.39% 4.39% 70 0 0.0% Q2 2026 Jul 23, 2026
Mission Creek Capital Partners, Inc. History No change 382,931 30,412 5.35% 5.35% 71 0 0.0% Q2 2026 Aug 14, 2026
TLT Family Holdco ULC History No change 377,800 30,004 4.26% 4.26% 72 0 0.0% Q2 2026 Aug 13, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 373,169 29,637 0.64% 0.64% 73 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 355,809 28,258 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 13, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 329,014 27,038 0.45% 0.65% 75 -193,603 -37.04% Q3 2026 Oct 01, 2026
JANE STREET GROUP, LLC History No change 322,048 25,340 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 304,186 24,158 0.06% 0.06% 77 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 293,305 23,294 0.04% 0.04% 78 0 0.0% Q2 2026 Jul 30, 2026
Baird Financial Group, Inc. History No change 289,546 22,995 0.03% 0.03% 79 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 280,855 22,346 0.09% 0.09% 80 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 277,490 22,038 0.1% 0.1% 81 0 0.0% Q2 2026 Aug 03, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 275,191 21,855 7.37% 7.37% 82 0 0.0% Q2 2026 Jul 21, 2026
Evernest Financial Advisors, LLC History No change 274,270 21,782 4.56% 4.56% 83 0 0.0% Q2 2026 Aug 05, 2026
China Universal Asset Management Co., Ltd. History No change 272,700 21,657 1.3% 1.3% 84 0 0.0% Q2 2026 Jul 24, 2026
Mirae Asset Global Investments Co., Ltd. History No change 269,700 21,419 0.03% 0.03% 85 0 0.0% Q2 2026 Jul 22, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 264,100 20,974 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 258,878 20,560 0.07% 0.07% 87 0 0.0% Q2 2026 Jul 28, 2026
NavPoint Financial, Inc. History No change 256,791 20,394 7.56% 7.56% 88 0 0.0% Q2 2026 Jul 23, 2026
Virtu Financial LLC History No change 247,787 19,679 0.62% 0.62% 89 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 246,517 19,578 0.23% 0.23% 90 0 0.0% Q2 2026 Jul 22, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History No change 245,796 19,521 4.01% 4.01% 91 0 0.0% Q2 2026 Aug 03, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 240,000 19,060 2.51% 2.51% 92 0 0.0% Q2 2026 Aug 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 238,457 18,938 1.44% 1.44% 93 0 0.0% Q2 2026 Jul 16, 2026
Timber Creek Capital Management LLC History No change 234,486 18,622 3.8% 3.8% 94 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History Added to 221,663 18,216 0.52% 0.5% 95 +6,969 3.25% Q3 2026 Oct 08, 2026
Bank of New York Mellon Corp History No change 227,684 18,082 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 06, 2026
LTS Liquid Investments LLC History No change 227,562 18,072 9.67% 9.67% 97 0 0.0% Q2 2026 Jul 17, 2026
MML INVESTORS SERVICES, LLC History No change 226,426 17,982 0.04% 0.04% 98 0 0.0% Q2 2026 Aug 07, 2026
Austin Wealth Management, LLC History No change 218,666 17,373 3.67% 3.67% 99 0 0.0% Q2 2026 Jul 22, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 217,970 17,311 2.73% 2.73% 100 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 214,950 17,071 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 07, 2026
Summitas Investment Management LLC History No change 209,626 16,648 12.37% 12.37% 102 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 200,666 15,936 0.98% 0.98% 103 0 0.0% Q2 2026 Aug 07, 2026
a16z Perennial Management, L.P. History No change 198,110 15,733 1.27% 1.27% 104 0 0.0% Q2 2026 Jul 24, 2026
Penserra Capital Management LLC History No change 195,096 15,494 0.12% 0.12% 105 0 0.0% Q2 2026 Aug 13, 2026
SAGE PRIVATE WEALTH GROUP, LLC History No change 179,875 14,285 6.42% 6.42% 106 0 0.0% Q2 2026 Aug 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 178,090 14,143 0.99% 0.99% 107 0 0.0% Q2 2026 Jul 07, 2026
PEAK FINANCIAL ADVISORS LLC History No change 173,948 13,814 5.72% 5.72% 108 0 0.0% Q2 2026 Jul 17, 2026
IHT Wealth Management, LLC History No change 172,472 13,697 0.29% 0.29% 109 0 0.0% Q2 2026 Aug 14, 2026
NOTTINGHAM ADVISORS, INC. History No change 156,625 13,255 1.58% 1.58% 110 0 0.0% Q2 2026 Jul 27, 2026
Alliance Wealth Advisors, LLC /UT History No change 166,580 13,229 2.49% 2.49% 111 0 0.0% Q2 2026 Jul 23, 2026
Quantum Financial Advisors, LLC History No change 166,254 13,203 1.31% 1.31% 112 0 0.0% Q2 2026 Jul 08, 2026
Wealthcare Advisory Partners LLC History No change 164,826 13,090 0.25% 0.25% 113 0 0.0% Q2 2026 Jul 09, 2026
Avid Wealth Partners LLC History No change 164,747 13,084 6.33% 6.33% 114 0 0.0% Q2 2026 Aug 03, 2026
Warren Street Wealth Advisors, LLC History No change 162,858 12,934 2.89% 2.89% 115 0 0.0% Q2 2026 Jul 22, 2026
Apriem Advisors History No change 159,205 12,644 1.09% 1.09% 116 0 0.0% Q2 2026 Aug 14, 2026
January Capital Advisors LLC History No change 159,214 12,644 10.57% 10.57% 117 0 0.0% Q2 2026 Aug 25, 2026
Buck Wealth Strategies, LLC History No change 159,140 12,638 1.32% 1.32% 118 0 0.0% Q2 2026 Jul 30, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 129,822 12,033 2.07% 2.07% 119 0 0.0% Q2 2026 Aug 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 147,721 12,008 0.02% 0.02% 120 0 0.0% Q2 2026 Jul 15, 2026
R. W. Roge & Company, Inc. History No change 147,721 11,732 4.91% 4.91% 121 0 0.0% Q2 2026 Jul 31, 2026
New Perspectives, Inc History No change 144,811 11,500 3.53% 3.53% 122 0 0.0% Q2 2026 Jul 22, 2026
MONEY CONCEPTS CAPITAL CORP History No change 143,547 11,400 0.53% 0.53% 123 0 0.0% Q2 2026 Aug 04, 2026
Accretive Wealth Partners, LLC History No change 140,951 11,194 2.72% 2.72% 124 0 0.0% Q2 2026 Jul 29, 2026
AQR CAPITAL MANAGEMENT LLC History No change 139,218 11,056 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Plum Street Advisors, LLC History No change 138,085 10,966 3.5% 3.5% 126 0 0.0% Q2 2026 Aug 13, 2026
McAlvany Wealth Management LLC History No change 137,885 10,950 8.19% 8.19% 127 0 0.0% Q2 2026 Jul 23, 2026
Walkner Condon Financial Advisors LLC History No change 137,537 10,923 1.25% 1.25% 128 0 0.0% Q2 2026 Jul 27, 2026
AA Financial Advisors, LLC History No change 136,361 10,829 1.3% 1.3% 129 0 0.0% Q2 2026 Jul 17, 2026
Pitcairn Wealth Advisors LLC History No change 135,573 10,767 1.18% 1.18% 130 0 0.0% Q2 2026 Aug 10, 2026
KPP Advisory Services LLC History No change 126,522 10,048 1.27% 1.27% 131 0 0.0% Q2 2026 Jul 24, 2026
Arax Advisory Partners History No change 123,622 9,817 0.07% 0.07% 132 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 123,404 9,800 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Advisors, LLC History No change 122,220 9,706 0.53% 0.53% 134 0 0.0% Q2 2026 Aug 11, 2026
Allen Capital Group, LLC History No change 121,388 9,640 0.78% 0.78% 135 0 0.0% Q2 2026 Jul 27, 2026
Wealth Advisory Solutions, LLC History No change 119,715 9,507 1.95% 1.95% 136 0 0.0% Q2 2026 Jul 24, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 114,893 9,441 1.07% 1.09% 137 -4,226 -3.55% Q3 2026 Oct 08, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 117,731 9,377 0.03% 0.03% 138 0 0.0% Q2 2026 Aug 13, 2026
AAF Wealth Management, LLC History No change 117,528 9,334 3.44% 3.44% 139 0 0.0% Q2 2026 Jul 17, 2026
Kraft, Davis & Associates, LLC History No change 114,636 9,219 1.93% 1.93% 140 0 0.0% Q2 2026 Jul 09, 2026
RM Financial Services, LLC History No change 115,788 9,195 6.83% 6.83% 141 0 0.0% Q2 2026 Aug 04, 2026
Napier Financial, LLC History No change 114,725 9,111 1.9% 1.9% 142 0 0.0% Q2 2026 Jul 31, 2026
TRUIST FINANCIAL CORP History No change 113,781 9,036 0.01% 0.01% 143 0 0.0% Q2 2026 Jul 28, 2026
SEI INVESTMENTS CO History No change 113,486 9,013 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 14, 2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO History No change 113,357 9,002 3.24% 3.24% 145 0 0.0% Q2 2026 Jul 13, 2026
AMJ Financial Wealth Management History No change 95,394 8,842 2.09% 2.09% 146 0 0.0% Q2 2026 Aug 10, 2026
Financial Enhancement Group LLC History Added to 108,686 8,815 1.01% 0.47% 147 +58,787 117.81% Q3 2026 Oct 08, 2026
Versant Capital Management, Inc History Added to 103,614 8,515 0.73% 0.67% 148 +8,864 9.36% Q3 2026 Oct 01, 2026
Hudson Capital Management LLC History No change 106,828 8,484 2.05% 2.05% 149 0 0.0% Q2 2026 Jul 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 105,157 8,476 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
MCMORGAN & CO LLC History No change 105,909 8,411 1.27% 1.27% 151 0 0.0% Q2 2026 Aug 13, 2026
Tidemark, LLC History No change 104,713 8,316 1.87% 1.87% 152 0 0.0% Q2 2026 Aug 10, 2026
Main Street Financial Solutions, LLC History No change 104,211 8,276 0.53% 0.53% 153 0 0.0% Q2 2026 Aug 07, 2026
Daiwa Securities Group Inc. History No change 104,177 8,273 0.02% 0.02% 154 0 0.0% Q2 2026 Jul 31, 2026
FRANKLIN RESOURCES INC History No change 103,094 8,187 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
Secure Asset Management, LLC History No change 102,922 8,174 1.15% 1.15% 156 0 0.0% Q2 2026 Jul 15, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 101,567 8,066 0.92% 0.92% 157 0 0.0% Q2 2026 Aug 06, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 98,042 8,057 1.58% 1.59% 158 +3,815 4.05% Q3 2026 Oct 05, 2026
Purus Wealth Management, LLC History No change 101,226 8,039 2.21% 2.21% 159 0 0.0% Q2 2026 Jul 13, 2026
Zhang Financial LLC History No change 100,369 7,971 0.23% 0.23% 160 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Financial Partners, Inc. History No change 100,221 7,959 0.05% 0.05% 161 0 0.0% Q2 2026 Aug 14, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 98,737 7,841 0.72% 0.72% 162 0 0.0% Q2 2026 Aug 14, 2026
CHATHAM CAPITAL GROUP, INC. History No change 98,062 7,788 0.99% 0.99% 163 0 0.0% Q2 2026 Jul 10, 2026
ENTREWEALTH, LLC History No change 92,074 7,736 2.87% 2.87% 164 0 0.0% Q2 2026 Aug 13, 2026
CABOT WEALTH MANAGEMENT INC History No change 96,935 7,698 0.78% 0.78% 165 0 0.0% Q2 2026 Jul 31, 2026
PARK AVENUE SECURITIES LLC History No change 96,631 7,674 0.05% 0.05% 166 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIENT ADVISORS LLC History No change 96,619 7,673 1.1% 1.1% 167 0 0.0% Q2 2026 Aug 07, 2026
PFG Advisors History No change 96,161 7,637 0.38% 0.38% 168 0 0.0% Q2 2026 Jul 16, 2026
ELEMENT POINTE ADVISORS, LLC History No change 95,869 7,613 1.23% 1.23% 169 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 95,178 7,559 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 05, 2026
Integrated Advisors Network LLC History No change 93,457 7,422 0.34% 0.34% 171 0 0.0% Q2 2026 Aug 11, 2026
Wilkerson Advisory Group LLC History No change 91,948 7,302 2.24% 2.24% 172 0 0.0% Q2 2026 Jul 21, 2026
Avior Wealth Management, LLC History No change 91,749 7,286 0.19% 0.19% 173 0 0.0% Q2 2026 Jul 07, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 91,401 7,259 3.04% 3.04% 174 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 89,723 7,125 0.08% 0.08% 175 0 0.0% Q2 2026 Aug 12, 2026
Cardinal Strategic Wealth Guidance History No change 89,116 7,077 1.6% 1.6% 176 0 0.0% Q2 2026 Jul 30, 2026
Archford Capital Strategies, LLC History No change 89,093 7,075 0.72% 0.72% 177 0 0.0% Q2 2026 Jul 17, 2026
Copley Financial Group, Inc. History No change 88,903 7,060 4.27% 4.27% 178 0 0.0% Q2 2026 Aug 11, 2026
Glenview Trust Co History No change 88,233 7,007 0.1% 0.1% 179 0 0.0% Q2 2026 Aug 18, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 88,030 6,991 0.07% 0.07% 180 0 0.0% Q2 2026 Aug 14, 2026
Integrity Wealth Solutions LLC History No change 87,645 6,960 2.57% 2.57% 181 0 0.0% Q2 2026 Jul 30, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 87,109 6,918 0.6% 0.6% 182 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 85,953 6,826 0.05% 0.05% 183 0 0.0% Q2 2026 Aug 12, 2026
CreativeOne Wealth, LLC History No change 85,682 6,804 0.15% 0.15% 184 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 85,518 6,791 0.07% 0.07% 185 0 0.0% Q2 2026 Jul 15, 2026
Avos Capital Management, LLC History No change 81,444 6,468 2.69% 2.69% 186 0 0.0% Q2 2026 Aug 14, 2026
Seven Post Investment Office LP History No change 79,348 6,301 1.79% 1.79% 187 0 0.0% Q2 2026 Jul 28, 2026
COURIER CAPITAL LLC History No change 78,531 6,236 0.31% 0.31% 188 0 0.0% Q2 2026 Jul 16, 2026
Team Financial Group, LLC History No change 78,500 6,234 2.65% 2.65% 189 0 0.0% Q2 2026 Jul 10, 2026
Financial Guidance Group, Inc. History No change 78,428 6,228 2.33% 2.33% 190 0 0.0% Q2 2026 Jul 22, 2026
DeDora Capital, Inc. History No change 77,348 6,142 1.33% 1.33% 191 0 0.0% Q2 2026 Jul 13, 2026
Compass Wealth Management, LLC/GA History No change 77,151 6,127 2.44% 2.44% 192 0 0.0% Q2 2026 Jul 21, 2026
Aureum Wealth Management, LLC History No change 75,875 6,025 3.74% 3.74% 193 0 0.0% Q2 2026 Jul 22, 2026
Financial Planning Navigators CORP History No change 75,868 6,025 2.25% 2.25% 194 0 0.0% Q2 2026 Jul 28, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 75,445 5,991 0.07% 0.07% 195 0 0.0% Q2 2026 Jul 28, 2026
AMG National Trust Bank History No change 75,313 5,981 0.12% 0.12% 196 0 0.0% Q2 2026 Aug 06, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 75,295 5,979 1.6% 1.6% 197 0 0.0% Q2 2026 Jul 16, 2026
Vestmark Advisory Solutions, Inc. History No change 74,190 5,892 0.06% 0.06% 198 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 74,058 5,881 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 73,273 5,819 0.03% 0.03% 200 0 0.0% Q2 2026 Aug 11, 2026
STAPP WEALTH MANAGEMENT, PLLC History No change 73,084 5,804 7.58% 7.58% 201 0 0.0% Q2 2026 Jul 21, 2026
Chatterton & Associates Inc. History No change 70,991 5,788 3.41% 3.41% 202 0 0.0% Q2 2026 Jul 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 71,374 5,668 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
Lynx Investment Advisory History No change 71,293 5,662 1.85% 1.85% 204 0 0.0% Q2 2026 Jul 27, 2026
Encompass More Asset Management History No change 69,393 5,511 0.8% 0.8% 205 0 0.0% Q2 2026 Jul 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 68,674 5,454 0.09% 0.09% 206 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History No change 68,171 5,444 0.01% 0.01% 207 0 0.0% Q2 2026 Jul 27, 2026
Compass Ion Advisors, LLC History No change 67,152 5,333 0.46% 0.46% 208 0 0.0% Q2 2026 Aug 12, 2026
MONECO ADVISORS, LLC History No change 66,585 5,288 0.32% 0.32% 209 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 65,431 5,196 0.26% 0.26% 210 0 0.0% Q2 2026 Aug 10, 2026
Global Retirement Partners, LLC History No change 65,278 5,184 0.08% 0.08% 211 0 0.0% Q2 2026 Aug 06, 2026
Cedar Point Capital Partners, LLC History No change 65,255 5,182 2.98% 2.98% 212 0 0.0% Q2 2026 Jul 27, 2026
Royal Harbor Partners, LLC History No change 64,341 5,109 1.58% 1.58% 213 0 0.0% Q2 2026 Jul 27, 2026
Relyea Zuckerberg Hanson LLC History No change 63,878 5,073 0.42% 0.42% 214 0 0.0% Q2 2026 Jul 16, 2026
Sankala Group LLC History No change 58,346 5,026 3.35% 3.35% 215 0 0.0% Q2 2026 Aug 18, 2026
Richard P Slaughter Associates Inc History No change 62,554 4,968 0.97% 0.97% 216 0 0.0% Q2 2026 Jul 13, 2026
Upper Left Wealth Management, LLC History No change 62,175 4,937 2.74% 2.74% 217 0 0.0% Q2 2026 Jul 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 62,028 4,926 0.14% 0.14% 218 0 0.0% Q2 2026 Aug 10, 2026
Churchill Financial Advisors, LLC History No change 58,843 4,673 0.9% 0.9% 219 0 0.0% Q2 2026 Jul 15, 2026
Roan Capital Partners History Reduced 56,837 4,670 3.42% 4.05% 220 -4,707 -7.65% Q3 2026 Oct 09, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 58,786 4,668 3.48% 3.48% 221 0 0.0% Q2 2026 Jul 24, 2026
KWB Wealth History No change 58,748 4,665 0.4% 0.4% 222 0 0.0% Q2 2026 Jul 10, 2026
BANK OF MONTREAL /CAN/ History No change 58,071 4,611 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 12, 2026
GC Wealth Management RIA, LLC History No change 57,375 4,556 0.26% 0.26% 224 0 0.0% Q2 2026 Jul 16, 2026
Empowered Funds, LLC History No change 57,160 4,539 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 56,929 4,521 0.04% 0.04% 226 0 0.0% Q2 2026 Aug 05, 2026
Welch Group, LLC History No change 56,867 4,516 0.15% 0.15% 227 0 0.0% Q2 2026 Jul 23, 2026
Claro Advisors Inc. History No change 56,739 4,506 0.47% 0.47% 228 0 0.0% Q2 2026 Jul 30, 2026
OakTrust Wealth Advisors, LLC History No change 56,356 4,475 3.86% 3.86% 229 0 0.0% Q2 2026 Aug 06, 2026
Catalyst Capital Advisors LLC History No change 56,300 4,471 0.07% 0.07% 230 0 0.0% Q2 2026 Jul 24, 2026
Heritage Wealth Advisors History No change 56,161 4,460 0.15% 0.15% 231 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 56,160 4,460 0.17% 0.17% 232 0 0.0% Q2 2026 Jul 22, 2026
PALLADIEM, LLC History No change 55,829 4,433 4.3% 4.3% 233 0 0.0% Q2 2026 Aug 13, 2026
Marex Group Ltd History No change 55,138 4,379 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 55,034 4,370 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 53,900 4,280 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 12, 2026
Forbes Financial Planning, Inc. History No change 53,510 4,248 2.28% 2.28% 237 0 0.0% Q2 2026 Jul 23, 2026
Patten Group, Inc. History No change 53,393 4,240 0.66% 0.66% 238 0 0.0% Q2 2026 Aug 06, 2026
Modern Wealth Management, LLC History No change 53,067 4,214 0.05% 0.05% 239 0 0.0% Q2 2026 Aug 13, 2026
CFS Investment Advisory Services, LLC History No change 51,434 4,193 0.28% 0.28% 240 0 0.0% Q2 2026 Jul 16, 2026
Joseph Group Capital Management History No change 52,735 4,188 0.88% 0.88% 241 0 0.0% Q2 2026 Aug 06, 2026
JNBA Financial Advisors History No change 52,392 4,160 0.31% 0.31% 242 0 0.0% Q2 2026 Jul 23, 2026
Stonebridge Financial Group, LLC History Reduced 50,206 4,125 0.3% 0.31% 243 -1,201 -2.34% Q3 2026 Oct 01, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 51,900 4,121 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 13, 2026
Detalus Advisors, LLC History No change 51,663 4,103 0.8% 0.8% 245 0 0.0% Q2 2026 Jul 27, 2026
Henderson Brothers Financial Partners, LLC History No change 51,599 4,098 1.94% 1.94% 246 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 51,460 4,086 0.11% 0.11% 247 0 0.0% Q2 2026 Aug 14, 2026
DV Trading LLC History No change 51,431 4,084 0.13% 0.13% 248 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 50,954 4,046 0.04% 0.04% 249 0 0.0% Q2 2026 Aug 06, 2026
Baker Ellis Asset Management LLC History No change 50,275 3,992 0.41% 0.41% 250 0 0.0% Q2 2026 Jul 23, 2026
Clark Capital Management Group, Inc. History No change 50,263 3,991 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 11, 2026
SCOTIA CAPITAL INC. History No change 49,593 3,938 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 11, 2026
CHOREO, LLC History No change 49,184 3,906 0.04% 0.04% 253 0 0.0% Q2 2026 Aug 04, 2026
Jacobi Capital Management LLC History No change 48,559 3,856 0.19% 0.19% 254 0 0.0% Q2 2026 Jul 31, 2026
Beckerman Institutional, LLC History No change 48,362 3,840 1.83% 1.83% 255 0 0.0% Q2 2026 Aug 11, 2026
INTEGRITY ALLIANCE, LLC. History No change 48,061 3,817 0.12% 0.12% 256 0 0.0% Q2 2026 Jul 31, 2026
Marble Harbor Investment Counsel, LLC History No change 47,600 3,780 0.38% 0.38% 257 0 0.0% Q2 2026 Aug 07, 2026
Horst & Graben Wealth Management LLC History No change 47,121 3,766 0.5% 0.5% 258 0 0.0% Q2 2026 Jul 22, 2026
Bridgewater Advisors Inc. History No change 46,238 3,705 0.2% 0.2% 259 0 0.0% Q2 2026 Aug 05, 2026
Intesa Sanpaolo Wealth Management History No change 46,638 3,703 0.74% 0.74% 260 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 46,611 3,701 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 19, 2026
Tennessee Valley Asset Management Partners History No change 46,564 3,698 0.41% 0.41% 262 0 0.0% Q2 2026 Aug 10, 2026
American Trust History No change 45,334 3,696 0.28% 0.28% 263 0 0.0% Q2 2026 Aug 14, 2026
Collaborative Wealth Managment Inc. History No change 46,477 3,691 1.55% 1.55% 264 0 0.0% Q2 2026 Aug 05, 2026
Gateway Wealth Partners, LLC History No change 46,166 3,666 0.22% 0.22% 265 0 0.0% Q2 2026 Aug 04, 2026
Apella Capital, LLC History Reduced 44,844 3,637 0.05% 0.05% 267 -432 -0.95% Q3 2026 Oct 08, 2026
Fortis Advisors, LLC History No change 45,800 3,637 1.7% 1.7% 266 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 44,838 3,595 0.35% 0.35% 268 0 0.0% Q2 2026 Aug 04, 2026
Gotham Asset Management, LLC History No change 45,236 3,592 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 14, 2026
Mills Wealth Advisors LLC History No change 44,793 3,557 1.12% 1.12% 270 0 0.0% Q2 2026 Jul 07, 2026
Hobbs Group Advisors, LLC History No change 43,356 3,443 0.91% 0.91% 271 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL LIFE ADVISORS History No change 43,332 3,441 0.98% 0.98% 272 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 42,903 3,407 0.06% 0.06% 273 0 0.0% Q2 2026 Aug 14, 2026
Heritage Family Offices, LLP History No change 41,784 3,318 1.28% 1.28% 274 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 41,784 3,318 1.28% 1.28% 275 0 0.0% Q2 2026 Jul 06, 2026
One Wealth Advisors, LLC History No change 41,686 3,310 0.37% 0.37% 276 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 40,244 3,196 0.38% 0.38% 277 0 0.0% Q2 2026 Jul 20, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 40,205 3,193 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 04, 2026
SENTINEL TRUST CO LBA History No change 39,693 3,152 0.28% 0.28% 279 0 0.0% Q2 2026 Jul 13, 2026
Legacy Capital Wealth Partners, LLC History No change 39,047 3,101 0.59% 0.59% 280 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History No change 39,050 3,101 0.1% 0.1% 281 0 0.0% Q2 2026 Aug 06, 2026
American National Bank of Texas History Added to 37,124 3,050 2.79% 2.55% 282 +1,940 5.51% Q3 2026 Oct 07, 2026
Magnolia Private Wealth, LLC History No change 147,199 3,048 1.67% 1.67% 283 0 0.0% Q2 2026 Aug 05, 2026
Destiny Capital Corp/CO History No change 38,055 3,022 1.41% 1.41% 284 0 0.0% Q2 2026 Aug 10, 2026
Global Wealth Management Investment Advisory, Inc. History No change 37,516 2,979 0.42% 0.42% 285 0 0.0% Q2 2026 Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 36,803 2,922 0.04% 0.04% 286 0 0.0% Q2 2026 Aug 07, 2026
Western Wealth Management, LLC History No change 35,934 2,853 0.09% 0.09% 287 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 35,912 2,852 0.02% 0.02% 288 0 0.0% Q2 2026 Jul 20, 2026
Portside Wealth Group, LLC History No change 35,378 2,809 0.33% 0.33% 289 0 0.0% Q2 2026 Jul 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 33,838 2,687 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
BCM ADVISORS, LLC History No change 33,154 2,658 0.52% 0.52% 291 0 0.0% Q2 2026 Jul 28, 2026
Clear Harbor Asset Management, LLC History No change 33,409 2,653 0.16% 0.16% 292 0 0.0% Q2 2026 Aug 12, 2026
Hudson Oak Wealth Advisory LLC History No change 33,285 2,643 2.04% 2.04% 293 0 0.0% Q2 2026 Jul 21, 2026
Financial Planning Hawaii, Inc. History No change 33,250 2,640 1.42% 1.42% 294 0 0.0% Q2 2026 Jul 23, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 33,214 2,638 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Securities, Inc. History No change 33,090 2,628 0.61% 0.61% 296 0 0.0% Q2 2026 Aug 11, 2026
WFA of San Diego, LLC History No change 30,106 2,590 2.12% 2.12% 297 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 32,478 2,579 0.32% 0.32% 298 0 0.0% Q2 2026 Aug 11, 2026
Visionary Wealth Advisors History No change 31,814 2,526 0.1% 0.1% 299 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 31,713 2,518 0.06% 0.06% 300 0 0.0% Q2 2026 Aug 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 31,600 2,509 0.03% 0.03% 301 0 0.0% Q2 2026 Aug 14, 2026
Peak Retirement Planning, Inc. History No change 31,598 2,509 0.4% 0.4% 302 0 0.0% Q2 2026 Aug 10, 2026
GUGGENHEIM CAPITAL LLC History No change 31,417 2,495 0.02% 0.02% 303 0 0.0% Q2 2026 Aug 12, 2026
WBH ADVISORY INC History No change 31,326 2,487 0.17% 0.17% 304 0 0.0% Q2 2026 Aug 05, 2026
Headlands Technologies LLC History No change 31,269 2,483 0.26% 0.26% 305 0 0.0% Q2 2026 Aug 12, 2026
Paul R. Ried Financial Group, LLC History No change 30,899 2,453 1.07% 1.07% 306 0 0.0% Q2 2026 Jul 06, 2026
NWAM LLC History No change 30,743 2,441 0.12% 0.12% 307 0 0.0% Q2 2026 Jul 23, 2026
UPTICK PARTNERS, LLC History No change 30,613 2,431 0.38% 0.38% 308 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 30,199 2,398 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 18, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 30,003 2,382 0.14% 0.14% 310 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 29,799 2,366 0.03% 0.03% 311 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 29,695 2,358 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 29,499 2,342 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 29,355 2,327 0.24% 0.24% 314 0 0.0% Q2 2026 Aug 13, 2026
LifeGoal Investments, LLC History Added to 28,310 2,326 0.71% 0.99% 315 +987 3.61% Q3 2026 Oct 08, 2026
FORBES J M & CO LLP History No change 29,211 2,319 0.18% 0.18% 316 0 0.0% Q2 2026 Jul 20, 2026
Aspetuck Financial Management LLC History No change 29,076 2,309 1.36% 1.36% 317 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 29,058 2,307 0.73% 0.73% 318 0 0.0% Q2 2026 Jul 31, 2026
Vertex Planning Partners, LLC History No change 29,047 2,306 0.34% 0.34% 319 0 0.0% Q2 2026 Aug 14, 2026
PDS Planning, Inc History No change 28,787 2,286 0.13% 0.13% 320 0 0.0% Q2 2026 Aug 05, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 28,020 2,225 1.37% 1.37% 321 0 0.0% Q2 2026 Jul 28, 2026
Q3 Asset Management History No change 25,152 2,223 0.41% 0.41% 322 0 0.0% Q2 2026 Aug 14, 2026
McNaughton Wealth Management, LLC History Added to 26,901 2,210 0.77% 0.72% 323 +1,262 4.92% Q3 2026 Oct 08, 2026
Ashton Thomas Private Wealth, LLC History No change 27,762 2,204 0.05% 0.05% 324 0 0.0% Q2 2026 Jul 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 27,725 2,201 0.04% 0.04% 325 0 0.0% Q2 2026 Jul 15, 2026
Choate Investment Advisors History No change 27,598 2,191 0.04% 0.04% 326 0 0.0% Q2 2026 Aug 11, 2026
Bravias Capital Group, LLC History No change 27,359 2,172 1.29% 1.29% 327 0 0.0% Q2 2026 Jul 30, 2026
IFP Advisors, Inc History No change 27,158 2,156 0.04% 0.04% 328 0 0.0% Q2 2026 Jul 20, 2026
Clark Asset Management, LLC History No change 27,120 2,153 0.17% 0.17% 329 0 0.0% Q2 2026 Jul 07, 2026
SHP Wealth Management History No change 26,942 2,139 0.15% 0.15% 330 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 26,827 2,130 0.03% 0.03% 331 0 0.0% Q2 2026 Aug 12, 2026
Genesis Wealth Advisors, LLC History No change 26,718 2,121 1.27% 1.27% 332 0 0.0% Q2 2026 Aug 07, 2026
MYECFO, LLC History No change 26,651 2,116 0.8% 0.8% 333 0 0.0% Q2 2026 Aug 10, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 26,600 2,113 0.04% 0.04% 334 0 0.0% Q2 2026 Aug 11, 2026
Brown Financial Advisors History No change 26,599 2,112 0.74% 0.74% 335 0 0.0% Q2 2026 Aug 26, 2026
WCG Wealth Advisors LLC History No change 26,259 2,085 0.05% 0.05% 336 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 25,500 2,075 0.04% 0.04% 337 0 0.0% Q2 2026 Jul 27, 2026
Certified Advisory Corp History No change 26,079 2,071 0.17% 0.17% 338 0 0.0% Q2 2026 Jul 16, 2026
Brown Miller Wealth Management, LLC History No change 25,958 2,061 0.52% 0.52% 339 0 0.0% Q2 2026 Jul 16, 2026
Integrated Wealth Concepts LLC History No change 25,798 2,048 0.01% 0.01% 340 0 0.0% Q2 2026 Sep 08, 2026
Gradient Capital Advisors, LLC History No change 25,547 2,028 0.47% 0.47% 341 0 0.0% Q2 2026 Jul 13, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 25,401 2,017 1.11% 1.11% 342 0 0.0% Q2 2026 Jul 20, 2026
Waverly Advisors, LLC History No change 25,362 2,014 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 14, 2026
KICKSTAND VENTURES, LLC. History No change 24,956 1,982 0.36% 0.36% 344 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Advisor Solutions, LLC History No change 24,835 1,972 0.02% 0.02% 345 0 0.0% Q2 2026 Aug 06, 2026
Pacific Capital Wealth Advisors, Inc. History No change 24,776 1,967 0.3% 0.3% 346 0 0.0% Q2 2026 Jul 09, 2026
BlackDiamond Wealth Management, LLC History No change 22,588 1,960 0.79% 0.79% 347 0 0.0% Q2 2026 Aug 11, 2026
Mayflower Financial Advisors, LLC History No change 24,653 1,957 0.17% 0.17% 348 0 0.0% Q2 2026 Jul 09, 2026
One Charles Private Wealth Services, LLC History No change 24,604 1,954 0.45% 0.45% 349 0 0.0% Q2 2026 Jul 15, 2026
Sargent Investment Group, LLC History No change 24,507 1,946 0.23% 0.23% 350 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 24,420 1,939 0.03% 0.03% 351 0 0.0% Q2 2026 Aug 10, 2026
SEMPER AUGUSTUS INVESTMENTS GROUP LLC History No change 24,063 1,911 0.22% 0.22% 352 0 0.0% Q2 2026 Aug 14, 2026
Curry Webb Wealth Management LLC History No change 23,591 1,873 0.78% 0.78% 353 0 0.0% Q2 2026 Aug 13, 2026
Wealth Management Nebraska History No change 23,468 1,863 0.17% 0.17% 354 0 0.0% Q2 2026 Jul 27, 2026
Leading Edge Financial Planning LLC History No change 23,442 1,861 0.33% 0.33% 355 0 0.0% Q2 2026 Aug 06, 2026
RCW Management, LLC History No change 23,081 1,833 1.64% 1.64% 356 0 0.0% Q2 2026 Jul 21, 2026
Savvy Advisors, Inc. History No change 23,046 1,830 0.04% 0.04% 357 0 0.0% Q2 2026 Aug 03, 2026
CIBC Bancorp USA Inc. History No change 23,020 1,828 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 13, 2026
Oxbow Advisors, LLC History No change 22,975 1,824 0.15% 0.15% 359 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 22,915 1,819 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 18, 2026
IFG Advisory, LLC History No change 22,381 1,777 0.06% 0.06% 361 0 0.0% Q2 2026 Aug 13, 2026
YHB Investment Advisors, Inc. History Added to 21,591 1,774 0.11% 0.1% 362 +2,635 13.9% Q3 2026 Oct 08, 2026
PECAUT & CO. History No change 22,268 1,768 0.54% 0.54% 363 0 0.0% Q2 2026 Aug 03, 2026
Mattson Financial Services, LLC History No change 22,110 1,740 0.36% 0.36% 364 0 0.0% Q2 2026 Aug 04, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 21,902 1,739 0.11% 0.11% 365 0 0.0% Q2 2026 Aug 13, 2026
Thrive Capital Management, LLC History No change 21,888 1,738 0.33% 0.33% 366 0 0.0% Q2 2026 Aug 05, 2026
VALICENTI ADVISORY SERVICES INC History No change 21,860 1,736 0.33% 0.33% 367 0 0.0% Q2 2026 Jul 16, 2026
CacheTech Inc. History No change 21,843 1,734 0.28% 0.28% 368 0 0.0% Q2 2026 Aug 11, 2026
Three Magnolias Financial Advisors, LLC History No change 21,843 1,734 0.97% 0.97% 369 0 0.0% Q2 2026 Jul 31, 2026
VISTA FINANCE, LLC History No change 21,605 1,715 0.96% 0.96% 370 0 0.0% Q2 2026 Jul 16, 2026
PENNINGTON PARTNERS & CO., LLC History No change 21,582 1,714 0.55% 0.55% 371 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 21,417 1,700 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 21,404 1,699 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 21,157 1,680 0.02% 0.02% 374 0 0.0% Q2 2026 Aug 06, 2026
Hegarty Advisors, LLC History No change 21,146 1,679 1.16% 1.16% 375 0 0.0% Q2 2026 Jul 27, 2026
CARRET ASSET MANAGEMENT, LLC History No change 21,124 1,677 0.15% 0.15% 376 0 0.0% Q2 2026 Aug 04, 2026
ALTFEST L J & CO INC History No change 20,974 1,665 0.16% 0.16% 377 0 0.0% Q2 2026 Jul 30, 2026
Sovran Advisors, LLC History No change 20,611 1,649 0.12% 0.12% 378 0 0.0% Q2 2026 Jul 29, 2026
Betterment LLC History No change 20,687 1,643 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 20,700 1,643 0.11% 0.11% 380 0 0.0% Q2 2026 Aug 05, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 20,343 1,615 0.28% 0.28% 381 0 0.0% Q2 2026 Aug 10, 2026
MISSION WEALTH MANAGEMENT, LP History No change 20,336 1,615 0.02% 0.02% 382 0 0.0% Q2 2026 Jul 20, 2026
Quantinno Capital Management LP History No change 20,322 1,613 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 13, 2026
Fiduciary Alliance LLC History No change 20,251 1,608 0.11% 0.11% 384 0 0.0% Q2 2026 Jul 20, 2026
NATIONAL BANK OF CANADA /FI/ History No change 20,259 1,606 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 10, 2026
MEDICI CAPITAL LLC History No change 20,200 1,604 3.14% 3.14% 386 0 0.0% Q2 2026 Aug 11, 2026
Merkkuri Wealth Advisors LLC History No change 20,162 1,601 0.99% 0.99% 387 0 0.0% Q2 2026 Jul 27, 2026
Savant Capital, LLC History No change 18,714 1,600 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 10, 2026
Paladin Wealth, LLC History No change 20,138 1,599 0.93% 0.93% 389 0 0.0% Q2 2026 Jul 09, 2026
Shira Ridge Wealth Management History Reduced 19,441 1,597 0.56% 0.73% 390 -6,938 -26.3% Q3 2026 Oct 08, 2026
EAGLE GLOBAL ADVISORS LLC History No change 20,100 1,596 0.05% 0.05% 391 0 0.0% Q2 2026 Jul 30, 2026
Petix & Botte Co History No change 20,092 1,595 0.32% 0.32% 392 0 0.0% Q2 2026 Aug 04, 2026
Matrix Trust Co History Added to 19,392 1,594 0.23% 0.1% 393 +10,734 123.98% Q3 2026 Oct 07, 2026
FORONJY FINANCIAL LLC History No change 19,778 1,570 0.58% 0.58% 394 0 0.0% Q2 2026 Jul 23, 2026
Medallion Wealth Advisors, LLC History No change 19,572 1,554 0.49% 0.49% 395 0 0.0% Q2 2026 Aug 14, 2026
Milestones Private Investment Advisors LLC History No change 19,523 1,550 1.23% 1.23% 396 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial, LLC History No change 19,497 1,548 0.02% 0.02% 397 0 0.0% Q2 2026 Aug 12, 2026
Quartz Partners, LLC History No change 19,269 1,530 0.5% 0.5% 398 0 0.0% Q2 2026 Aug 10, 2026
WELLINGTON-ALTUS USA INC. History No change 16,462 1,525 1.09% 1.09% 399 0 0.0% Q2 2026 Sep 17, 2026
Kendall Capital Management History No change 19,124 1,518 0.25% 0.25% 400 0 0.0% Q2 2026 Aug 12, 2026
Diligent Investors, LLC History No change 19,011 1,509 0.34% 0.34% 401 0 0.0% Q2 2026 Jul 24, 2026
Gambit Capital Management, LLC History No change 18,924 1,502 0.87% 0.87% 402 0 0.0% Q2 2026 Aug 11, 2026
InTrack Investment Management Inc History No change 18,836 1,495 0.74% 0.74% 403 0 0.0% Q2 2026 Jul 17, 2026
Daviman Financial, LLC History No change 18,435 1,464 0.81% 0.81% 404 0 0.0% Q2 2026 Jul 24, 2026
CIBC WORLD MARKET INC. History No change 18,331 1,455 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
Perennial Investment Advisors, LLC History No change 18,118 1,438 0.1% 0.1% 406 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 17,623 1,399 0.73% 0.73% 407 0 0.0% Q2 2026 Aug 06, 2026
Pathway Financial Advisors LLC History No change 16,965 1,394 0.15% 0.16% 408 0 0.0% Q3 2026 Oct 07, 2026
Capital Analysts, LLC History No change 17,289 1,373 0.03% 0.03% 409 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 17,230 1,368 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 12, 2026
Copia Wealth Management History No change 17,155 1,362 0.82% 0.82% 411 0 0.0% Q2 2026 Aug 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 17,093 1,357 0.02% 0.02% 412 0 0.0% Q2 2026 Aug 10, 2026
S. R. Schill & Associates History No change 16,867 1,339 0.81% 0.81% 413 0 0.0% Q2 2026 Jul 15, 2026
Interchange Capital Partners, LLC History No change 16,801 1,334 0.25% 0.25% 414 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Capital Partners, LLC History No change 16,706 1,326 0.55% 0.55% 415 0 0.0% Q2 2026 Jul 09, 2026
EP Wealth Advisors, LLC History No change 16,627 1,320 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History Added to 15,950 1,310 0.09% 0.08% 417 +363 2.33% Q3 2026 Oct 08, 2026
ZEGA Investments, LLC History No change 16,394 1,302 0.13% 0.13% 418 0 0.0% Q2 2026 Jul 31, 2026
JBR Co Financial Management Inc History No change 16,379 1,300 0.47% 0.47% 419 0 0.0% Q2 2026 Jul 09, 2026
Noble Wealth Partners LLC History No change 16,207 1,287 1.12% 1.12% 420 0 0.0% Q2 2026 Jul 24, 2026
Piedmont Capital Management, LLC History No change 15,681 1,260 0.64% 0.64% 421 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 15,837 1,257 0.03% 0.03% 422 0 0.0% Q2 2026 Aug 04, 2026
Signal Advisors Wealth, LLC History No change 15,796 1,254 0.06% 0.06% 423 0 0.0% Q2 2026 Aug 04, 2026
First Financial Bank - Trust Division History No change 15,176 1,247 0.09% 0.09% 424 0 0.0% Q3 2026 Oct 01, 2026
HighPoint Advisor Group LLC History No change 15,699 1,246 0.04% 0.04% 425 0 0.0% Q2 2026 Aug 05, 2026
Aberdeen Group plc History No change 15,683 1,245 0.0% 0.0% 426 0 0.0% Q2 2026 Jul 31, 2026
Caerus Investment Advisors, LLC History No change 15,658 1,243 0.41% 0.41% 427 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Investment Partners LLC History No change 15,628 1,241 0.1% 0.1% 428 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 15,593 1,238 0.14% 0.14% 429 0 0.0% Q2 2026 Aug 14, 2026
Formidable Asset Management, LLC History No change 13,314 1,234 0.2% 0.2% 430 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 15,548 1,234 0.04% 0.04% 431 0 0.0% Q2 2026 Jul 31, 2026
NICOLET BANKSHARES INC History No change 15,476 1,229 0.04% 0.04% 432 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 15,438 1,226 0.01% 0.01% 433 0 0.0% Q2 2026 Aug 14, 2026
Frederick Financial Consultants, LLC History No change 15,438 1,226 0.52% 0.52% 434 0 0.0% Q2 2026 Aug 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 15,226 1,209 0.1% 0.1% 435 0 0.0% Q2 2026 Jul 14, 2026
WEALTH ALLIANCE, LLC History No change 15,079 1,197 0.1% 0.1% 436 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 14,927 1,185 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 14,890 1,182 0.07% 0.07% 438 0 0.0% Q2 2026 Aug 07, 2026
TD Capital Management LLC History No change 14,861 1,180 0.1% 0.1% 439 0 0.0% Q2 2026 Aug 06, 2026
Valtinson Bruner Financial Planning LLC History No change 14,382 1,142 0.29% 0.29% 440 0 0.0% Q2 2026 Aug 03, 2026
Advisor OS, LLC History No change 14,307 1,136 0.08% 0.08% 441 0 0.0% Q2 2026 Aug 05, 2026
Maia Wealth LLC History No change 14,224 1,129 0.17% 0.17% 442 0 0.0% Q2 2026 Jul 28, 2026
ENTRUST FINANCIAL LLC History No change 14,188 1,126 0.73% 0.73% 443 0 0.0% Q2 2026 Jul 20, 2026
CULLEN/FROST BANKERS, INC. History No change 14,011 1,112 0.01% 0.01% 444 0 0.0% Q2 2026 Jul 27, 2026
Legacy Wealth Managment, LLC/ID History No change 14,009 1,112 0.46% 0.46% 445 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 13,985 1,110 0.01% 0.01% 446 0 0.0% Q2 2026 Jul 22, 2026
Capital Management Associates, Inc History No change 13,877 1,102 0.22% 0.22% 447 0 0.0% Q2 2026 Jul 22, 2026
Caldwell Trust Co History No change 13,886 1,102 0.09% 0.09% 448 0 0.0% Q2 2026 Aug 03, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 13,851 1,100 0.11% 0.11% 449 0 0.0% Q2 2026 Jul 13, 2026
Sage Mountain Advisors LLC History No change 13,857 1,100 0.07% 0.07% 450 0 0.0% Q2 2026 Aug 05, 2026
Waterloo Capital, L.P. History No change 13,837 1,098 0.06% 0.06% 451 0 0.0% Q2 2026 Jul 29, 2026
Sovereign Financial Group, Inc. History No change 13,808 1,096 0.17% 0.17% 452 0 0.0% Q2 2026 Jul 24, 2026
TABLEAUX LLC History No change 13,770 1,093 0.46% 0.46% 453 0 0.0% Q2 2026 Aug 07, 2026
Confluence Wealth Services, Inc. History No change 13,744 1,091 0.03% 0.03% 454 0 0.0% Q2 2026 Jul 22, 2026
Biltmore Family Office, LLC History No change 13,626 1,082 0.14% 0.14% 455 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Financial Services LLC History No change 13,471 1,069 0.05% 0.05% 456 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 13,414 1,065 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 05, 2026
Sunpointe, LLC History No change 13,318 1,057 0.3% 0.3% 458 0 0.0% Q2 2026 Jul 24, 2026
QUANTIFY CHAOS ADVISORS, LLC History No change 13,267 1,053 2.97% 2.97% 459 0 0.0% Q2 2026 Jul 30, 2026
TWO SIGMA SECURITIES, LLC History No change 13,193 1,047 0.09% 0.09% 460 0 0.0% Q2 2026 Aug 14, 2026
XY Planning Network, Inc. History No change 13,183 1,046 0.13% 0.13% 461 0 0.0% Q2 2026 Jul 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 13,101 1,040 0.01% 0.01% 462 0 0.0% Q2 2026 Jul 17, 2026
Ausdal Financial Partners, Inc. History No change 13,039 1,035 0.04% 0.04% 463 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 12,767 1,013 0.08% 0.08% 464 0 0.0% Q2 2026 Aug 06, 2026
Johnson Financial Group, Inc. History No change 12,674 1,006 0.03% 0.03% 465 0 0.0% Q2 2026 Aug 10, 2026
Graetz Wealth LLC History No change 12,577 998 0.8% 0.8% 466 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 12,535 995 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 31, 2026
Payne Capital Management, LLC History No change 12,500 992 0.26% 0.26% 468 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 12,378 983 0.09% 0.09% 469 0 0.0% Q2 2026 Jul 16, 2026
Stonebridge Financial Group, LLC/CA History No change 12,206 969 0.13% 0.13% 470 0 0.0% Q2 2026 Aug 13, 2026
Able Wealth Management LLC History No change 12,096 960 0.22% 0.22% 471 0 0.0% Q2 2026 Jul 29, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 11,880 943 0.16% 0.16% 472 0 0.0% Q2 2026 Aug 10, 2026
Advisor Resource Council History No change 11,417 940 0.27% 0.27% 473 0 0.0% Q2 2026 Jul 28, 2026
Nvest Financial, LLC History No change 11,825 939 0.3% 0.3% 474 0 0.0% Q2 2026 Jul 30, 2026
Caitlin John, LLC History No change 11,726 931 0.51% 0.51% 475 0 0.0% Q2 2026 Aug 17, 2026
Cornerstone Planning Group LLC History No change 11,308 924 0.12% 0.12% 476 0 0.0% Q2 2026 Jul 29, 2026
Kovack Advisors, Inc. History No change 11,568 919 0.04% 0.04% 477 0 0.0% Q2 2026 Jul 28, 2026
Astoria Portfolio Advisors LLC. History No change 11,423 907 0.15% 0.15% 478 0 0.0% Q2 2026 Jul 28, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 11,365 902 0.29% 0.29% 479 0 0.0% Q2 2026 Jul 16, 2026
Acorn Wealth Advisors, LLC History No change 11,352 901 0.22% 0.22% 480 0 0.0% Q2 2026 Jul 30, 2026
CX Institutional History Added to 10,956 900 0.02% 0.02% 481 +280 2.62% Q3 2026 Oct 02, 2026
Wallace Advisory Group, LLC History No change 11,285 896 0.84% 0.84% 482 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History No change 11,232 892 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 27, 2026
4WEALTH ADVISORS, INC. History No change 11,114 883 0.68% 0.68% 484 0 0.0% Q2 2026 Jul 17, 2026
RWA WEALTH PARTNERS, LLC History No change 11,107 882 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 07, 2026
RMR Wealth Builders History No change 10,946 869 0.05% 0.05% 486 0 0.0% Q2 2026 Jul 24, 2026
Talon Private Wealth, LLC History No change 10,935 868 0.1% 0.1% 487 0 0.0% Q2 2026 Sep 11, 2026
Focus Financial Network, Inc. History No change 10,910 866 0.03% 0.03% 488 0 0.0% Q2 2026 Jul 09, 2026
JT Stratford LLC History No change 10,896 865 0.09% 0.09% 489 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 10,794 857 0.02% 0.02% 490 0 0.0% Q2 2026 Aug 14, 2026
Keudell/Morrison Wealth Management History No change 10,779 856 0.16% 0.16% 491 0 0.0% Q2 2026 Jul 15, 2026
Advisors Capital Management, LLC History No change 10,719 851 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 11, 2026
Nova Wealth Management, Inc. History No change 10,704 850 0.47% 0.47% 493 0 0.0% Q2 2026 Jul 13, 2026
Advyzon Investment Management, LLC History No change 10,644 845 0.06% 0.06% 494 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 10,522 835 0.01% 0.01% 495 0 0.0% Q2 2026 Jul 21, 2026
MSH Capital Advisors LLC History No change 10,188 809 0.14% 0.14% 496 0 0.0% Q2 2026 Aug 10, 2026
LEGACY SOLUTIONS, LLC History No change 9,803 805 0.61% 0.63% 497 0 0.0% Q3 2026 Oct 07, 2026
Clear Creek Financial Management, LLC History No change 10,094 801 0.05% 0.05% 498 0 0.0% Q2 2026 Jul 27, 2026
Ares Financial Consulting, LLC History No change 10,081 800 0.57% 0.57% 499 0 0.0% Q2 2026 Jul 09, 2026
Corecam Pte. Ltd. History No change 9,950 790 0.3% 0.3% 500 0 0.0% Q2 2026 Jul 14, 2026
BRIGHTON JONES LLC History No change 9,916 787 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 9,739 775 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 14, 2026
Triumph Capital Management History No change 9,698 770 0.14% 0.14% 503 0 0.0% Q2 2026 Jul 20, 2026
Tradition Wealth Management, LLC History No change 9,645 766 0.05% 0.05% 504 0 0.0% Q2 2026 Aug 11, 2026
Alpha Financial Partners LLC History No change 9,550 758 0.4% 0.4% 505 0 0.0% Q2 2026 Aug 11, 2026
Indiana Trust & Investment Management Co History No change 9,510 755 0.21% 0.21% 506 0 0.0% Q2 2026 Jul 22, 2026
Segment Wealth Management, LLC History No change 9,500 754 0.04% 0.04% 507 0 0.0% Q2 2026 Jul 16, 2026
Parallel Advisors, LLC History No change 9,459 751 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 05, 2026
Wedmont Private Capital History Reduced 9,149 747 0.02% 0.02% 509 -684 -6.96% Q3 2026 Oct 09, 2026
AlphaStar Capital Management, LLC History No change 9,326 740 0.05% 0.05% 510 0 0.0% Q2 2026 Jul 30, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 9,300 738 0.02% 0.02% 511 0 0.0% Q2 2026 Jul 30, 2026
BlackRock, Inc. History No change 9,248 734 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 07, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 9,241 733 0.17% 0.17% 513 0 0.0% Q2 2026 Jul 16, 2026
Dynamic Advisor Solutions LLC History No change 9,227 732 0.02% 0.02% 514 0 0.0% Q2 2026 Jul 07, 2026
Oakmont Advisory Group, LLC History No change 9,193 730 0.61% 0.61% 515 0 0.0% Q2 2026 Aug 03, 2026
MIDDLETON & CO INC/MA History No change 9,151 726 0.08% 0.08% 516 0 0.0% Q2 2026 Aug 10, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 9,010 715 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 07, 2026
Shepherd Financial Partners LLC History No change 8,973 712 0.06% 0.06% 518 0 0.0% Q2 2026 Aug 10, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History No change 8,881 705 0.46% 0.46% 519 0 0.0% Q2 2026 Jul 10, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 8,557 703 0.05% 0.04% 520 +1,926 29.05% Q3 2026 Oct 08, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 8,788 697 0.07% 0.07% 521 0 0.0% Q2 2026 Jul 09, 2026
Vigilare Wealth Management History No change 8,759 695 0.21% 0.21% 522 0 0.0% Q2 2026 Jul 06, 2026
Access Investment Management LLC History No change 8,759 695 0.18% 0.18% 523 0 0.0% Q2 2026 Aug 03, 2026
M1 Capital Management LLC History No change 8,750 694 0.26% 0.26% 524 0 0.0% Q2 2026 Aug 11, 2026
Independent Wealth Network Inc. History No change 8,722 692 0.18% 0.18% 525 0 0.0% Q2 2026 Jul 20, 2026
Proficio Capital Partners LLC History No change 8,685 689 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 8,547 678 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 8,470 672 0.02% 0.02% 528 0 0.0% Q2 2026 Aug 05, 2026
THEORY FINANCIAL LLC History No change 8,470 672 0.21% 0.21% 529 0 0.0% Q2 2026 Jul 31, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 8,421 668 0.19% 0.19% 530 0 0.0% Q2 2026 Aug 07, 2026
HORAN Wealth, LLC History No change 8,400 667 0.08% 0.08% 531 0 0.0% Q2 2026 Aug 26, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 8,365 664 0.03% 0.03% 532 0 0.0% Q2 2026 Jul 28, 2026
Balefire, LLC History Added to 8,042 660 0.1% 0.07% 534 +2,550 46.43% Q3 2026 Oct 09, 2026
Patriot Financial Group Insurance Agency, LLC History No change 8,319 660 0.07% 0.07% 533 0 0.0% Q2 2026 Jul 16, 2026
Snowden Capital Advisors LLC History No change 8,271 656 0.02% 0.02% 535 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 8,215 652 0.09% 0.09% 536 0 0.0% Q2 2026 Jul 16, 2026
Quest 10 Wealth Builders, Inc. History No change 8,174 649 0.5% 0.5% 537 0 0.0% Q2 2026 Jul 24, 2026
Stratos Investment Management, LLC History No change 8,171 648 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 11, 2026
Fiscal Wisdom Wealth Management, LLC History No change 8,143 646 0.55% 0.55% 539 0 0.0% Q2 2026 Jul 21, 2026
FIRST NATIONAL TRUST CO History No change 8,066 640 0.02% 0.02% 540 0 0.0% Q2 2026 Jul 30, 2026
TOWER BRIDGE ADVISORS History No change 8,055 639 0.06% 0.06% 541 0 0.0% Q2 2026 Aug 12, 2026
Auour Investments LLC History No change 8,053 639 0.18% 0.18% 542 0 0.0% Q2 2026 Jul 21, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 7,886 626 0.01% 0.01% 543 0 0.0% Q2 2026 Aug 12, 2026
APPLETON PARTNERS INC/MA History No change 7,848 623 0.04% 0.04% 544 0 0.0% Q2 2026 Jul 21, 2026
Tactive Advisors, LLC History Added to 7,570 622 0.15% 0.13% 546 +1,064 16.35% Q3 2026 Oct 08, 2026
GeoWealth Management, LLC History No change 7,833 622 0.02% 0.02% 545 0 0.0% Q2 2026 Jul 30, 2026
Redwood Investment Management, LLC History No change 7,813 621 0.06% 0.06% 547 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 7,780 617 0.01% 0.01% 548 0 0.0% Q2 2026 Jul 27, 2026
ArborFi Advisors, LLC History No change 7,660 608 0.44% 0.44% 549 0 0.0% Q2 2026 Aug 06, 2026
WEDBUSH SECURITIES INC History No change 7,637 607 0.02% 0.02% 550 0 0.0% Q2 2026 Jul 28, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 7,640 606 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 28, 2026
Atlas Legacy Advisors, LLC History No change 7,640 606 0.09% 0.09% 552 0 0.0% Q2 2026 Jul 31, 2026
Fermata Advisors, LLC History No change 7,581 602 0.12% 0.12% 553 0 0.0% Q2 2026 Jul 07, 2026
Smartleaf Asset Management LLC History No change 7,523 597 0.02% 0.02% 554 0 0.0% Q2 2026 Aug 12, 2026
OMNI 360 Wealth, Inc. History No change 7,507 596 0.28% 0.28% 555 0 0.0% Q2 2026 Jul 13, 2026
CITIGROUP INC History No change 7,490 594 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 03, 2026
Prosperity Consulting Group, LLC History No change 7,467 593 0.02% 0.02% 557 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 6,381 591 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 13, 2026
Arcus Capital Partners, LLC History No change 7,414 588 0.24% 0.24% 559 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 7,319 581 0.02% 0.02% 560 0 0.0% Q2 2026 Aug 14, 2026
Intrua Financial, LLC History No change 7,257 576 0.05% 0.05% 561 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 7,167 569 0.05% 0.05% 562 0 0.0% Q2 2026 Jul 28, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 7,114 564 0.48% 0.48% 563 0 0.0% Q2 2026 Aug 03, 2026
Cassilly Financial Group LLC History Added to 6,782 557 0.37% 0.38% 564 +180 2.73% Q3 2026 Oct 07, 2026
Brindle & Bay Financial Advisors, LLC History No change 6,947 551 0.28% 0.28% 565 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Planning & Advisory Services Inc. History No change 6,888 547 0.24% 0.24% 566 0 0.0% Q2 2026 Jul 14, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 6,895 547 0.32% 0.32% 567 0 0.0% Q2 2026 Jul 21, 2026
StoneX Group Inc. History No change 6,565 541 0.02% 0.02% 568 0 0.0% Q2 2026 Aug 12, 2026
Garde Capital, Inc. History No change 6,823 541 0.02% 0.02% 569 0 0.0% Q2 2026 Jul 31, 2026
Pathstone Holdings, LLC History No change 6,815 541 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 13, 2026
Miller Global Investments, LLC History No change 6,594 541 0.44% 0.43% 571 0 0.0% Q3 2026 Oct 02, 2026
BURKE & HERBERT BANK & TRUST CO History No change 6,769 537 0.13% 0.13% 572 0 0.0% Q2 2026 Aug 07, 2026
Eldridge Investment Advisors, Inc. History No change 6,662 529 0.1% 0.1% 573 0 0.0% Q2 2026 Aug 10, 2026
HB Wealth Management, LLC History No change 6,644 527 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 29, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 6,556 525 0.06% 0.06% 575 0 0.0% Q2 2026 Aug 03, 2026
Tempus Wealth Planning, LLC History No change 6,609 524 0.1% 0.1% 576 0 0.0% Q2 2026 Jul 22, 2026
HUB Investment Partners, LLC History No change 6,603 524 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 31, 2026
Decker Wealth Management LLC History No change 6,335 520 0.11% 0.11% 578 0 0.0% Q3 2026 Oct 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 6,497 519 0.03% 0.03% 579 0 0.0% Q2 2026 Jul 22, 2026
Apeiron RIA LLC History Reduced 6,238 515 0.12% 0.22% 581 -4,504 -41.93% Q3 2026 Oct 08, 2026
SMI Advisory Services, LLC History No change 6,261 515 0.08% 0.08% 580 0 0.0% Q2 2026 Jul 09, 2026
ARWA LLC History No change 6,532 514 0.21% 0.21% 582 0 0.0% Q2 2026 Jul 24, 2026
WASHINGTON TRUST Co History No change 6,459 512 0.02% 0.02% 583 0 0.0% Q2 2026 Aug 03, 2026
OneDigital Investment Advisors LLC History No change 6,371 505 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 06, 2026
Selective Wealth Management, Inc. History No change 6,328 502 0.13% 0.13% 585 0 0.0% Q2 2026 Jul 20, 2026
WealthPoint Financial, LLC History No change 6,315 501 0.37% 0.37% 586 0 0.0% Q2 2026 Aug 06, 2026
Estate Planners Group, LLC History No change 6,291 499 0.23% 0.23% 587 0 0.0% Q2 2026 Aug 13, 2026
King Wealth Management Group History No change 6,258 497 0.05% 0.05% 588 0 0.0% Q2 2026 Aug 05, 2026
Weil Company, Inc. History No change 6,248 496 0.09% 0.09% 589 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History Added to 6,006 493 0.01% 0.01% 590 +658 12.3% Q3 2026 Oct 08, 2026
Annex Advisory Services, LLC History No change 6,126 486 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 10, 2026
Global View Capital Management LLC History No change 6,107 485 0.1% 0.1% 592 0 0.0% Q2 2026 Jul 23, 2026
Sound View Wealth Advisors Group, LLC History No change 6,105 484 0.03% 0.03% 593 0 0.0% Q2 2026 Aug 11, 2026
VERUS CAPITAL PARTNERS, LLC History No change 6,097 484 0.03% 0.03% 594 0 0.0% Q2 2026 Aug 06, 2026
NORDEN GROUP LLC History No change 6,020 478 0.04% 0.04% 595 0 0.0% Q2 2026 Jul 29, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 6,030 478 0.13% 0.13% 596 0 0.0% Q2 2026 Aug 07, 2026
Coppell Advisory Solutions LLC History No change 3,788 477 0.04% 0.04% 597 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 5,976 474 0.26% 0.26% 598 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 5,899 468 0.04% 0.04% 599 0 0.0% Q2 2026 Sep 15, 2026
Integrity Advisory Solutions, LLC History No change 5,905 468 0.05% 0.05% 600 0 0.0% Q2 2026 Jul 31, 2026
Bauman Advisory Group, LLC History No change 5,878 466 0.25% 0.25% 601 0 0.0% Q2 2026 Aug 04, 2026
Souders Financial Advisors History No change 5,860 465 0.05% 0.05% 602 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 5,768 458 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 24, 2026
ROMAN BUTLER FULLERTON & CO History No change 5,750 455 0.11% 0.11% 604 0 0.0% Q2 2026 Aug 06, 2026
Oceanside Advisors LLC History No change 5,673 450 0.23% 0.23% 605 0 0.0% Q2 2026 Jul 27, 2026
Family CFO Inc History No change 5,543 440 0.17% 0.17% 606 0 0.0% Q2 2026 Jul 20, 2026
Freedom Investment Management, Inc. History No change 5,539 439 0.12% 0.12% 607 0 0.0% Q2 2026 Aug 10, 2026
HM PAYSON & CO History No change 5,511 437 0.01% 0.01% 608 0 0.0% Q2 2026 Jul 17, 2026
Etesian Wealth Advisors, Inc. History No change 5,501 436 0.13% 0.13% 609 0 0.0% Q2 2026 Jul 23, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 5,449 432 0.11% 0.11% 610 0 0.0% Q2 2026 Jul 24, 2026
ShoreHaven Wealth Partners, LLC History No change 5,433 431 0.14% 0.14% 611 0 0.0% Q2 2026 Jul 14, 2026
A4 Wealth Advisors LLC History No change 5,410 429 0.28% 0.28% 612 0 0.0% Q2 2026 Jul 28, 2026
B.O.S.S. Retirement Advisors, LLC History No change 5,388 427 0.12% 0.12% 613 0 0.0% Q2 2026 Jul 20, 2026
GWN SECURITIES INC. History No change 5,366 426 0.07% 0.07% 614 0 0.0% Q2 2026 Aug 05, 2026
Beacon Capital Management, LLC History No change 5,356 425 0.06% 0.06% 615 0 0.0% Q2 2026 Jul 29, 2026
WealthPLAN Partners, LLC History No change 5,345 424 0.08% 0.08% 616 0 0.0% Q2 2026 Jul 28, 2026
Manhattan West Asset Management, LLC History No change 5,310 421 0.07% 0.07% 617 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 5,257 417 0.02% 0.02% 618 0 0.0% Q2 2026 Jul 23, 2026
Equita Financial Network, Inc. History No change 5,212 413 0.11% 0.11% 619 0 0.0% Q2 2026 Jul 29, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 5,196 412 0.02% 0.02% 620 0 0.0% Q2 2026 Aug 11, 2026
Clarity Capital Advisors, LLC History No change 5,197 412 0.17% 0.17% 621 0 0.0% Q2 2026 Jul 13, 2026
Greenwich Wealth Management LLC History No change 5,164 410 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 12, 2026
LWM Advisory Services, LLC History No change 5,166 410 0.73% 0.73% 623 0 0.0% Q2 2026 Aug 03, 2026
Total Clarity Wealth Management, Inc. History No change 5,127 407 0.08% 0.08% 624 0 0.0% Q2 2026 Jul 23, 2026
Financial Engines Advisors L.L.C. History No change 5,110 405 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
AMI ASSET MANAGEMENT CORP History No change 5,069 402 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 21, 2026
Hopwood Nicholas Hunter History No change 5,030 399 0.11% 0.11% 627 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 5,013 398 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 20, 2026
Financial Network Wealth Advisors LLC History No change 5,019 398 0.4% 0.4% 629 0 0.0% Q2 2026 Jul 29, 2026
Fortis Capital Management LLC History No change 5,004 397 0.04% 0.04% 630 0 0.0% Q2 2026 Aug 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 4,988 396 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 06, 2026
Range Advisory, LLC History No change 4,966 394 0.05% 0.05% 632 0 0.0% Q2 2026 Sep 02, 2026
Gerber Kawasaki Wealth & Investment Management History No change 4,944 392 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 07, 2026
CENTAURUS FINANCIAL, INC. History No change 4,926 391 0.02% 0.02% 634 0 0.0% Q2 2026 Aug 17, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 4,931 391 0.27% 0.27% 635 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 4,848 384 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 04, 2026
FOCUSED ALPHA, LLC History No change 4,814 382 0.1% 0.1% 637 0 0.0% Q2 2026 Aug 07, 2026
Crestwood Advisors Group, LLC History No change 4,751 377 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Advisory Services, LLC History No change 4,743 376 0.02% 0.02% 639 0 0.0% Q2 2026 Jul 23, 2026
Regal Investment Advisors LLC History No change 4,731 375 0.02% 0.02% 640 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 4,666 370 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 15, 2026
Capstone Financial Advisors, Inc. History No change 4,664 370 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 14, 2026
Beacon Financial Advisory LLC History No change 4,658 369 0.07% 0.07% 643 0 0.0% Q2 2026 Aug 05, 2026
Hobbs Wealth Management, LLC History No change 4,657 369 0.31% 0.31% 644 0 0.0% Q2 2026 Aug 06, 2026
LexAurum Advisors, LLC History No change 4,631 367 0.04% 0.04% 645 0 0.0% Q2 2026 Jul 15, 2026
WNY Asset Management, LLC History No change 4,581 363 0.03% 0.03% 646 0 0.0% Q2 2026 Aug 17, 2026
MBE Wealth Management, LLC History No change 4,547 361 0.13% 0.13% 647 0 0.0% Q2 2026 Jul 24, 2026
AlTi Global, Inc. History No change 4,518 358 0.01% 0.01% 648 0 0.0% Q2 2026 Aug 05, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 4,494 356 0.04% 0.04% 649 0 0.0% Q2 2026 Aug 04, 2026
Kaizen Financial Strategies History Added to 4,323 355 0.14% 0.07% 650 +1,785 70.33% Q3 2026 Oct 09, 2026
Smith Salley Wealth Management History No change 4,460 354 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 23, 2026
TFO Wealth Partners, LLC History No change 4,445 353 0.04% 0.04% 652 0 0.0% Q2 2026 Aug 10, 2026
Bank of Marin History No change 4,448 353 0.25% 0.25% 653 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 4,404 349 0.01% 0.01% 654 0 0.0% Q2 2026 Jul 31, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,391 348 0.07% 0.07% 655 0 0.0% Q2 2026 Aug 06, 2026
Hamilton Capital, LLC History Reduced 4,227 347 0.02% 0.03% 656 -3,364 -44.32% Q3 2026 Oct 08, 2026
Vermillion Wealth Management, Inc. History No change 4,370 347 0.08% 0.08% 657 0 0.0% Q2 2026 Jul 15, 2026
Aegis Wealth Management LLC History No change 4,335 344 0.16% 0.16% 658 0 0.0% Q2 2026 Aug 07, 2026
Lee Financial Co History No change 4,220 335 0.04% 0.04% 659 0 0.0% Q2 2026 Jul 22, 2026
MMA ASSET MANAGEMENT LLC History No change 4,213 334 0.11% 0.11% 660 0 0.0% Q2 2026 Aug 04, 2026
Asempa Wealth Advisors History Reduced 4,032 333 0.25% 0.24% 663 -3 -0.07% Q3 2026 Oct 07, 2026
GREENLEAF TRUST History No change 4,204 333 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 21, 2026
Meredith Wealth Planning History No change 4,197 333 0.08% 0.08% 662 0 0.0% Q2 2026 Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 4,189 332 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 4,139 330 0.03% 0.03% 665 0 0.0% Q2 2026 Aug 07, 2026
Guidance Point Advisors, LLC History No change 4,122 327 0.07% 0.07% 666 0 0.0% Q2 2026 Jul 31, 2026
Asset Allocation Strategies LLC History No change 4,126 327 0.05% 0.05% 667 0 0.0% Q2 2026 Aug 17, 2026
GK Wealth Management LLC History New 3,936 323 0.18% — 668 +3,936 New Q3 2026 Oct 09, 2026
Parkside Financial Bank & Trust History No change 4,059 322 0.02% 0.02% 669 0 0.0% Q2 2026 Sep 04, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 4,041 321 0.02% 0.02% 670 0 0.0% Q2 2026 Aug 07, 2026
Meeder Advisory Services, Inc. History No change 4,043 321 0.01% 0.01% 671 0 0.0% Q2 2026 Aug 07, 2026
Ascension Capital Advisors, Inc. History No change 4,032 320 0.09% 0.09% 672 0 0.0% Q2 2026 Jul 27, 2026
Livet Wealth, LLC History No change 4,040 320 0.18% 0.18% 673 0 0.0% Q2 2026 Jul 28, 2026
Sowell Financial Services LLC History No change 4,026 319 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 17, 2026
SVB WEALTH LLC History No change 4,010 318 0.02% 0.02% 675 0 0.0% Q2 2026 Jul 17, 2026
WealthBridge Capital Management, LLC History No change 3,996 317 0.06% 0.06% 676 0 0.0% Q2 2026 Jul 24, 2026
Northstar Advisory Group, LLC History No change 3,991 316 0.1% 0.1% 677 0 0.0% Q2 2026 Jul 14, 2026
Bell Investment Advisors, Inc History No change 3,985 316 0.05% 0.05% 678 0 0.0% Q2 2026 Aug 06, 2026
Gen-Wealth Partners Inc History No change 3,980 316 0.09% 0.09% 679 0 0.0% Q2 2026 Aug 10, 2026
GENESIS PRIVATE WEALTH, LLC History No change 3,969 315 0.09% 0.09% 680 0 0.0% Q2 2026 Jul 13, 2026
Paragon Advisors, LLC History No change 3,956 314 0.07% 0.07% 681 0 0.0% Q2 2026 Jul 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 3,946 313 0.01% 0.01% 682 0 0.0% Q2 2026 Jul 28, 2026
XTX Topco Ltd History No change 3,912 310 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 14, 2026
Entruity Wealth, LLC History No change 3,900 309 0.2% 0.2% 684 0 0.0% Q2 2026 Aug 13, 2026
Clifford Group, LLC History No change 3,885 308 0.21% 0.21% 685 0 0.0% Q2 2026 Aug 14, 2026
Invera Wealth Advisors, LLC History No change 3,840 304 0.16% 0.16% 686 0 0.0% Q2 2026 Jul 29, 2026
WealthTrak Capital Management LLC History No change 3,806 302 0.2% 0.2% 687 0 0.0% Q2 2026 Aug 04, 2026
LongView Wealth Management History No change 3,800 301 0.08% 0.08% 688 0 0.0% Q2 2026 Jul 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 3,778 300 0.02% 0.02% 689 0 0.0% Q2 2026 Jul 27, 2026
Washington Trust Advisors, Inc. History No change 3,733 296 0.02% 0.02% 690 0 0.0% Q2 2026 Jul 29, 2026
MKT Advisors LLC History No change 3,614 294 0.09% 0.09% 691 0 0.0% Q2 2026 Jul 09, 2026
Blue Water Asset Management History No change 3,694 293 0.09% 0.09% 692 0 0.0% Q2 2026 Aug 03, 2026
Ignite Planners, LLC History No change 3,618 289 0.04% 0.04% 693 0 0.0% Q2 2026 Jul 23, 2026
Range Financial Group LLC History No change 3,628 288 0.08% 0.08% 694 0 0.0% Q2 2026 Jul 15, 2026
Barnett & Company, Inc. History No change 3,625 287 0.21% 0.21% 695 0 0.0% Q2 2026 Aug 12, 2026
Virtue Capital Management, LLC History No change 3,610 286 0.04% 0.04% 696 0 0.0% Q2 2026 Aug 05, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 3,587 284 0.15% 0.15% 697 0 0.0% Q2 2026 Jul 20, 2026
OPPENHEIMER & CO INC History No change 3,573 283 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 03, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 3,566 283 0.08% 0.08% 699 0 0.0% Q2 2026 Jul 24, 2026
Armstrong, Fleming & Moore, Inc History No change 3,560 282 0.09% 0.09% 700 0 0.0% Q2 2026 Jul 28, 2026
Carnegie Investment Counsel History No change 3,550 281 0.01% 0.01% 701 0 0.0% Q2 2026 Jul 30, 2026
Clear Point Advisors Inc. History No change 3,549 281 0.25% 0.25% 702 0 0.0% Q2 2026 Jul 28, 2026
Bank of New Hampshire History Added to 3,390 278 0.06% 0.04% 703 +996 41.6% Q3 2026 Oct 06, 2026
SUTTON PLACE INVESTORS LLC History No change 3,478 276 0.13% 0.13% 704 0 0.0% Q2 2026 Aug 06, 2026
SteelPeak Wealth, LLC History No change 3,445 273 0.01% 0.01% 705 0 0.0% Q2 2026 Jul 13, 2026
National Wealth Management Group, LLC History No change 3,448 273 0.08% 0.08% 706 0 0.0% Q2 2026 Jul 14, 2026
Brookwood Investment Group LLC History No change 3,448 273 0.03% 0.03% 707 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 3,427 272 0.01% 0.01% 708 0 0.0% Q2 2026 Jul 24, 2026
Inspire Advisors, LLC History No change 3,423 272 0.02% 0.02% 709 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,418 271 0.0% 0.0% 710 0 0.0% Q2 2026 Sep 23, 2026
Painted Porch Advisors LLC History No change 3,415 271 0.12% 0.12% 711 0 0.0% Q2 2026 Jul 24, 2026
OxenFree Capital LLC History Added to 3,278 270 0.12% 0.12% 712 +121 3.83% Q3 2026 Oct 07, 2026
Tranquility Partners, LLC History No change 3,383 268 0.09% 0.09% 713 0 0.0% Q2 2026 Jul 23, 2026
Professional Financial Advisors, LLC History No change 3,386 268 0.05% 0.05% 714 0 0.0% Q2 2026 Jul 09, 2026
Key FInancial Inc History No change 3,377 268 0.04% 0.04% 715 0 0.0% Q2 2026 Jul 24, 2026
RDA Financial Network History No change 3,373 267 0.06% 0.06% 716 0 0.0% Q2 2026 Jul 06, 2026
STOCK YARDS BANK & TRUST CO History No change 3,359 266 0.01% 0.01% 717 0 0.0% Q2 2026 Aug 19, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 3,341 265 0.11% 0.11% 718 0 0.0% Q2 2026 Jul 24, 2026
LIBRA WEALTH LLC History No change 3,331 264 0.07% 0.07% 719 0 0.0% Q2 2026 Aug 06, 2026
Essential Partners LLC History No change 3,245 257 0.12% 0.12% 720 0 0.0% Q2 2026 Aug 10, 2026
LOOMIS SAYLES & CO L P History No change 3,214 255 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 3,171 251 0.03% 0.03% 722 0 0.0% Q2 2026 Aug 11, 2026
CERTUITY, LLC History No change 3,140 249 0.01% 0.01% 723 0 0.0% Q2 2026 Jul 28, 2026
Flatrock Wealth Partners LLC History No change 3,137 249 0.1% 0.1% 724 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 3,122 247 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 10, 2026
N.E.W. Advisory Services LLC History No change 3,094 245 0.02% 0.02% 726 0 0.0% Q2 2026 Aug 06, 2026
MidFirst Bank History No change 3,082 244 0.02% 0.02% 727 0 0.0% Q2 2026 Aug 07, 2026
Cypress Capital Group History No change 3,072 243 0.02% 0.02% 728 0 0.0% Q2 2026 Aug 05, 2026
Refined Wealth Management History No change 3,072 243 0.15% 0.15% 729 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Partners, Ltd. History No change 3,045 241 0.01% 0.01% 730 0 0.0% Q2 2026 Aug 12, 2026
Founders Financial Alliance, LLC History No change 3,032 240 0.03% 0.03% 731 0 0.0% Q2 2026 Aug 04, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 3,021 239 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 05, 2026
INVESTED ADVISORS History No change 3,013 239 0.21% 0.21% 733 0 0.0% Q2 2026 Aug 04, 2026
Indivisible Partners History No change 3,014 239 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 04, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 3,005 238 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 15, 2026
Abacus Wealth Partners, LLC History No change 3,000 238 0.03% 0.03% 736 0 0.0% Q2 2026 Jul 22, 2026
Bouchey Financial Group, Ltd. History No change 2,980 236 0.02% 0.02% 737 0 0.0% Q2 2026 Jul 27, 2026
HCR Wealth Advisors History No change 2,964 235 0.02% 0.02% 738 0 0.0% Q2 2026 Jul 13, 2026
Princeton Global Asset Management LLC History No change 2,965 235 0.03% 0.03% 739 0 0.0% Q2 2026 Jul 16, 2026
Rialto Wealth Management, LLC History No change 2,960 235 0.05% 0.05% 740 0 0.0% Q2 2026 Aug 11, 2026
Keel Point, LLC History No change 2,942 233 0.01% 0.01% 741 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 2,929 232 0.01% 0.01% 742 0 0.0% Q2 2026 Jul 27, 2026
Sequoia Financial Advisors, LLC History No change 2,897 230 0.0% 0.0% 743 0 0.0% Q2 2026 Jul 17, 2026
Richardson Capital Management LLC History No change 2,905 230 0.1% 0.1% 744 0 0.0% Q2 2026 Jul 17, 2026
Rodgers & Associates, LTD History No change 2,875 228 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 21, 2026
International Private Wealth Advisors LLC History No change 2,872 228 0.12% 0.12% 746 0 0.0% Q2 2026 Aug 07, 2026
TOWNSQUARE CAPITAL LLC History No change 2,859 227 0.04% 0.04% 747 0 0.0% Q2 2026 Aug 14, 2026
Marks Group Wealth Management, Inc History No change 2,860 227 0.02% 0.02% 748 0 0.0% Q2 2026 Jul 27, 2026
Lansing Street Advisors History No change 2,870 227 0.05% 0.05% 749 0 0.0% Q2 2026 Jul 24, 2026
Federation des caisses Desjardins du Quebec History No change 2,859 227 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 13, 2026
Impact Partnership Wealth, LLC History No change 2,804 222 0.02% 0.02% 751 0 0.0% Q2 2026 Jul 29, 2026
Transamerica Financial Advisors, LLC History No change 2,784 221 0.02% 0.02% 752 0 0.0% Q2 2026 Aug 14, 2026
LFG Wealth Partners, LLC History No change 2,790 221 0.1% 0.1% 753 0 0.0% Q2 2026 Aug 04, 2026
Mason Investment Advisory Services, Inc. History No change 2,774 220 0.01% 0.01% 754 0 0.0% Q2 2026 Aug 13, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 2,728 216 0.13% 0.13% 755 0 0.0% Q2 2026 Jul 28, 2026
Briggs Wealth Management, Inc History No change 2,725 216 0.2% 0.2% 756 0 0.0% Q2 2026 Aug 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 2,712 215 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 14, 2026
Accurate Wealth Management, LLC History No change 2,654 215 0.02% 0.02% 758 0 0.0% Q2 2026 Jul 14, 2026
Stonebrook Private Inc. History No change 2,694 213 0.04% 0.04% 759 0 0.0% Q2 2026 Aug 14, 2026
Foundry Financial LLC History No change 2,694 213 0.07% 0.07% 760 0 0.0% Q2 2026 Jul 21, 2026
Traynor Capital Management, Inc. History No change 2,680 212 0.01% 0.01% 761 0 0.0% Q2 2026 Jul 22, 2026
Birch Capital Management, LLC History No change 2,678 212 0.1% 0.1% 762 0 0.0% Q2 2026 Jul 27, 2026
Soundwatch Capital LLC History No change 2,667 211 0.02% 0.02% 763 0 0.0% Q2 2026 Aug 13, 2026
CHAPIN DAVIS, INC. History New 2,557 210 0.04% — 765 +2,557 New Q3 2026 Oct 08, 2026
Redhawk Wealth Advisors, Inc. History No change 2,650 210 0.02% 0.02% 764 0 0.0% Q2 2026 Jul 09, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 2,619 207 0.12% 0.12% 766 0 0.0% Q2 2026 Aug 10, 2026
Nicholas Hoffman & Company, LLC. History No change 2,595 206 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 04, 2026
Maridea Wealth Management LLC History No change 2,591 205 0.02% 0.02% 768 0 0.0% Q2 2026 Aug 06, 2026
Redwood Park Advisors LLC History No change 2,592 205 0.13% 0.13% 769 0 0.0% Q2 2026 Aug 11, 2026
Hofer & Associates. Inc History No change 2,541 201 0.1% 0.1% 770 0 0.0% Q2 2026 Jul 21, 2026
Elevated Capital Advisors, LLC History No change 2,528 200 0.06% 0.06% 771 0 0.0% Q2 2026 Aug 03, 2026
Strathmore Capital Advisors, Inc. History No change 2,477 200 0.05% 0.05% 772 0 0.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History Added to 2,385 195 0.03% 0.03% 773 +223 10.31% Q3 2026 Oct 05, 2026
Bulwark Capital Corp History No change 2,411 191 0.11% 0.11% 774 0 0.0% Q2 2026 Jul 06, 2026
Community Bank, N.A. History No change 2,195 174 0.02% 0.02% 775 0 0.0% Q2 2026 Aug 13, 2026
MASECO LLP History No change 2,040 162 0.0% 0.0% 776 0 0.0% Q2 2026 Aug 05, 2026
Tradewinds Capital Management, LLC History No change 2,032 161 0.03% 0.03% 777 0 0.0% Q2 2026 Jul 23, 2026
BFSG, LLC History No change 1,877 149 0.01% 0.01% 778 0 0.0% Q2 2026 Jul 20, 2026
Piscataqua Savings Bank History No change 1,791 142 0.1% 0.1% 779 0 0.0% Q2 2026 Jul 09, 2026
WealthNavi Inc. History No change 1,614,358 128 1.0% 1.0% 780 0 0.0% Q2 2026 Jul 23, 2026
Geneos Wealth Management Inc. History No change 1,508 119 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History No change 1,465 116 0.01% 0.01% 782 0 0.0% Q2 2026 Jul 23, 2026
Signature Equity Partners, LLC History No change 1,425 113 0.05% 0.05% 783 0 0.0% Q2 2026 Jul 30, 2026
Private Wealth Asset Management, LLC History No change 1,400 111 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 11, 2026
Gould Capital, LLC History No change 1,285 102 0.06% 0.06% 785 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History No change 1,263 100 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 1,256 99 0.0% 0.0% 787 0 0.0% Q2 2026 Jul 20, 2026
LGT Financial Advisors LLC History No change 1,227 97 0.51% 0.51% 788 0 0.0% Q2 2026 Jul 24, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,181 93 0.02% 0.02% 789 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 1,127 89 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 11, 2026
WestEnd Advisors, LLC History No change 1,114 88 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 22, 2026
Atlantic Union Bankshares Corp History No change 1,099 87 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 11, 2026
Key Capital Management, INC History No change 1,098 87 0.04% 0.04% 793 0 0.0% Q2 2026 Jul 27, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 1,085 86 0.09% 0.09% 794 0 0.0% Q2 2026 Aug 10, 2026
Glassman Wealth Services History No change 1,084 86 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,075 85 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 06, 2026
NBT BANK, N.A. History No change 1,025 81 0.01% 0.01% 797 0 0.0% Q2 2026 Jul 29, 2026
Lloyd Advisory Services, LLC. History No change 981 77 0.03% 0.03% 798 0 0.0% Q2 2026 Aug 07, 2026
COUNTRY TRUST BANK History No change 966 76 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 15, 2026
SFAM, LLC History No change 931 73 0.06% 0.06% 800 0 0.0% Q2 2026 Aug 13, 2026
Hickory Point Bank & Trust History Reduced 879 72 0.04% 0.08% 801 -881 -50.06% Q3 2026 Oct 01, 2026
Deane Retirement Strategies, Inc. History Reduced 832 68 0.03% 0.04% 802 -477 -36.44% Q3 2026 Oct 08, 2026
FIDUCIARY ADVISORS, INC. History No change 844 66 0.04% 0.04% 803 0 0.0% Q2 2026 Jul 24, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 827 65 0.04% 0.04% 804 0 0.0% Q2 2026 Jul 21, 2026
Allied Private Wealth LLC History No change 739 59 0.04% 0.04% 805 0 0.0% Q2 2026 Jul 09, 2026
Glass Jacobson Investment Advisors llc History No change 712 56 0.02% 0.02% 806 0 0.0% Q2 2026 Jul 30, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 691 54 0.02% 0.02% 807 0 0.0% Q2 2026 Jul 08, 2026
Clearstead Trust, LLC History No change 656 52 0.01% 0.01% 808 0 0.0% Q2 2026 Aug 06, 2026
Beaird Harris Wealth Management, LLC History No change 662 52 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 08, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 655 52 0.01% 0.01% 810 0 0.0% Q2 2026 Aug 12, 2026
First Bancorp, Inc /ME/ History No change 646 51 0.02% 0.02% 811 0 0.0% Q2 2026 Aug 11, 2026
ABOUND FINANCIAL, LLC History No change 651 51 0.02% 0.02% 812 0 0.0% Q2 2026 Aug 14, 2026
HHM Wealth Advisors, LLC History No change 630 50 0.01% 0.01% 813 0 0.0% Q2 2026 Jul 13, 2026
BARRETT & COMPANY, INC. History No change 622 49 0.01% 0.01% 814 0 0.0% Q2 2026 Jul 24, 2026
Wells Financial Advisors INC History No change 600 47 0.44% 0.44% 815 0 0.0% Q2 2026 Jul 23, 2026
NewEdge Advisors, LLC History No change 586 46 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 12, 2026
IAG Wealth Partners, LLC History No change 582 46 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 06, 2026
Delos Wealth Advisors, LLC History No change 546 43 0.02% 0.02% 818 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 552 43 0.01% 0.01% 819 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 532 42 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 21, 2026
Financial Management Professionals, Inc. History No change 520 41 0.0% 0.0% 821 0 0.0% Q2 2026 Jul 09, 2026
GAMMA Investing LLC History No change 476 39 0.0% 0.0% 822 0 0.0% Q3 2026 Oct 08, 2026
Kingdom Financial Group LLC. History No change 454 36 0.01% 0.01% 823 0 0.0% Q2 2026 Aug 07, 2026
Plante Moran Financial Advisors, LLC History No change 449 35 0.0% 0.0% 824 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 450 35 0.0% 0.0% 825 0 0.0% Q2 2026 Jul 23, 2026
Costello Asset Management, INC History No change 450 35 0.01% 0.01% 826 0 0.0% Q2 2026 Jul 28, 2026
WEST PACES ADVISORS INC. History No change 452 35 0.01% 0.01% 827 0 0.0% Q2 2026 Jul 17, 2026
Bogart Wealth, LLC History No change 414 32 0.0% 0.0% 828 0 0.0% Q2 2026 Jul 24, 2026
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ History No change 396 31 0.05% 0.05% 829 0 0.0% Q2 2026 Jul 15, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 380 30 0.07% 0.07% 830 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 382 30 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 11, 2026
TSFG, LLC History No change 340 27 0.0% 0.0% 832 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 351 27 0.0% 0.0% 833 0 0.0% Q2 2026 Jul 15, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 309 25 0.0% 0.0% 835 -235 -43.2% Q3 2026 Oct 07, 2026
Pacifica Partners Inc. History Reduced 304 25 0.01% 0.01% 834 -10 -3.18% Q3 2026 Oct 08, 2026
HUNTINGTON NATIONAL BANK History No change 310 24 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 294 23 0.01% 0.01% 837 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 289 22 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 10, 2026
CITY HOLDING CO History No change 281 22 0.0% 0.0% 839 0 0.0% Q2 2026 Jul 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 283 22 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 268 21 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 07, 2026
CVA Family Office, LLC History No change 265 21 0.0% 0.0% 842 0 0.0% Q2 2026 Aug 07, 2026
Groupe la Francaise History No change 300 21 0.0% 0.0% 843 0 0.0% Q2 2026 Aug 25, 2026
LANARK FINANCIAL, INC. History No change 255 20 0.0% 0.0% 844 0 0.0% Q2 2026 Jul 21, 2026
SALEM INVESTMENT COUNSELORS INC History No change 252 20 0.0% 0.0% 845 0 0.0% Q2 2026 Jul 14, 2026
Golden State Wealth Management, LLC History No change 250 19 0.0% 0.0% 846 0 0.0% Q2 2026 Jul 22, 2026
United Financial Planning Group LLC History No change 246 19 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 06, 2026
Wilmington Savings Fund Society, FSB History No change 236 18 0.0% 0.0% 848 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 235 18 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 03, 2026
Commonwealth Retirement Investments LLC History No change 232 18 0.0% 0.0% 850 0 0.0% Q2 2026 Aug 03, 2026
Main Street Group, LTD History No change 227 18 0.0% 0.0% 851 0 0.0% Q2 2026 Jul 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 230 18 0.0% 0.0% 852 0 0.0% Q2 2026 Jul 15, 2026
Financial Perspectives, Inc History No change 217 17 0.0% 0.0% 853 0 0.0% Q2 2026 Jul 24, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 218 17 0.01% 0.01% 854 0 0.0% Q2 2026 Aug 07, 2026
Asset Dedication, LLC History No change 210 16 0.0% 0.0% 855 0 0.0% Q2 2026 Jul 30, 2026
Front Row Advisors LLC History No change 194 16 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 13, 2026
Luminist Capital LLC History No change 188 15 0.02% 0.02% 857 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ADVISERS INC History No change 152 12 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 160 12 0.0% 0.0% 859 0 0.0% Q2 2026 Jul 23, 2026
Cape Investment Advisory, Inc. History No change 163 12 0.0% 0.0% 860 0 0.0% Q2 2026 Jul 23, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 150 11 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 31, 2026
SouthState Bank Corp History No change 139 11 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Advisors History No change 150 11 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 11, 2026
TOWER TRUST & INVESTMENT Co History No change 139 11 0.01% 0.01% 864 0 0.0% Q2 2026 Jul 09, 2026
JPL Wealth Management, LLC History No change 126 10 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 13, 2026
FIRST COMMUNITY TRUST NA History Added to 118 9 0.0% 0.0% 866 +10 9.26% Q3 2026 Oct 07, 2026
WHITTIER TRUST CO History No change 101 8 0.0% 0.0% 867 0 0.0% Q2 2026 Jul 27, 2026
Community Financial Services Group, LLC History No change 110 8 0.0% 0.0% 868 0 0.0% Q2 2026 Jul 09, 2026
Grove Bank & Trust History No change 100 8 0.0% 0.0% 869 0 0.0% Q3 2026 Oct 08, 2026
Prestige Wealth Management Group LLC History No change 109 8 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History No change 88 7 0.0% 0.0% 871 0 0.0% Q3 2026 Oct 05, 2026
MCF Advisors LLC History No change 100 7 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 12, 2026
HAZLETT, BURT & WATSON, INC. History No change 70 6 0.0% 0.0% 873 0 0.0% Q2 2026 Jul 30, 2026
FIRST FINANCIAL CORP /IN/ History No change 72 5 0.0% 0.0% 874 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 73 5 0.0% 0.0% 875 0 0.0% Q2 2026 Aug 07, 2026
High Note Wealth, LLC History No change 70 5 0.0% 0.0% 876 0 0.0% Q2 2026 Jul 23, 2026
SITTNER & NELSON, LLC History No change 73 5 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 07, 2026
Strengthening Families & Communities, LLC History No change 72 5 0.0% 0.0% 878 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 55 4 0.0% — 887 +55 New Q3 2026 Oct 09, 2026
TOTH FINANCIAL ADVISORY CORP History No change 55 4 0.0% 0.0% 879 0 0.0% Q3 2026 Oct 08, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 59 4 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 04, 2026
Hillsdale Investment Management Inc. History No change 57 4 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 12, 2026
Signature Resources Capital Management, LLC History No change 60 4 0.0% 0.0% 882 0 0.0% Q2 2026 Jul 13, 2026
Valued Wealth Advisors LLC History No change 61 4 0.0% 0.0% 883 0 0.0% Q2 2026 Jul 20, 2026
Rossby Financial, LCC History No change 51 4 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 04, 2026
Purpose Unlimited Inc. History No change 58 4 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 13, 2026
Montgomery Financial Services LLC History No change 57 4 0.0% 0.0% 886 0 0.0% Q2 2026 Aug 12, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 49 3 0.0% 0.0% 888 0 0.0% Q2 2026 Aug 07, 2026
Clean Yield Group History No change 47 3 0.0% 0.0% 889 0 0.0% Q2 2026 Aug 05, 2026
LifeSteps Financial, Inc. History No change 42 3 0.0% 0.0% 890 0 0.0% Q2 2026 Jul 17, 2026
Abound Wealth Management History No change 47 3 0.0% 0.0% 891 0 0.0% Q2 2026 Jul 10, 2026
Strategic Investment Solutions, Inc. /IL History No change 41 3 0.0% 0.0% 892 0 0.0% Q2 2026 Jul 08, 2026
Aspect Partners, LLC History No change 50 3 0.0% 0.0% 893 0 0.0% Q2 2026 Jul 16, 2026
Cherry Tree Wealth Management, LLC History No change 38 3 0.0% 0.0% 894 0 0.0% Q2 2026 Sep 15, 2026
Atlantic Edge Private Wealth Management, LLC History No change 50 3 0.0% 0.0% 895 0 0.0% Q2 2026 Jul 23, 2026
American Capital Advisory, LLC History No change 44 3 0.0% 0.0% 896 0 0.0% Q2 2026 Jul 28, 2026
Godfrey Financial Associates, Inc. History No change 42 3 0.0% 0.0% 897 0 0.0% Q2 2026 Aug 11, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 36 2 0.0% 0.0% 898 0 0.0% Q2 2026 Sep 02, 2026
WEBSTER BANK, N. A. History No change 32 2 0.0% 0.0% 899 0 0.0% Q2 2026 Jul 20, 2026
MOTCO History No change 36 2 0.0% 0.0% 900 0 0.0% Q2 2026 Jul 31, 2026
Minot DeBlois Advisors LLC History No change 35 2 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 13, 2026
Darwin Wealth Management, LLC History No change 27 2 0.0% 0.0% 902 0 0.0% Q2 2026 Jul 21, 2026
DHJJ Financial Advisors, Ltd. History No change 36 2 0.0% 0.0% 903 0 0.0% Q2 2026 Jul 24, 2026
Covestor Ltd History No change 20 2 0.0% 0.0% 904 0 0.0% Q2 2026 Aug 07, 2026
Networth Advisors, LLC History No change 26 2 0.0% 0.0% 905 0 0.0% Q2 2026 Jul 22, 2026
AdvisorNet Financial, Inc History No change 21 1 0.0% 0.0% 906 0 0.0% Q2 2026 Jul 23, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 20 1 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 07, 2026
Avion Wealth History No change 17 1 0.0% 0.0% 908 0 0.0% Q2 2026 Jul 31, 2026
MTM Investment Management, LLC History No change 17 1 0.0% 0.0% 909 0 0.0% Q2 2026 Aug 03, 2026
Nemes Rush Group LLC History No change 25 1 0.0% 0.0% 910 0 0.0% Q2 2026 Aug 14, 2026
Markowski Investments History No change 20 1 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History Closed out 0 0 — 0.01% — -5,563 -100.0% Q3 2026 Oct 08, 2026
Go Invest LLC History Closed out 0 0 — 0.0% — -262 -100.0% Q3 2026 Oct 08, 2026
TOEWS CORP /ADV History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Eukles Asset Management History No change 4 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Cordant, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Creative Capital Management Investments LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Graney & King, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
BIRCHBROOK, INC. History No change 12 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Ravenstone Capital Management Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Aug 04, 2026