iSHARES TRUST - GOVT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 488,595,396 11,130,203 0.72% 0.72% 1 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 228,095,630 5,216,547 0.29% 0.29% 2 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 167,199,210 3,808,755 0.9% 0.9% 3 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 162,613,206 3,704,328 0.83% 0.83% 4 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 76,608,536 1,745,142 2.09% 2.09% 5 0 0.0% Q2 2026 Jul 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 59,440,029 1,354,043 0.67% 0.67% 6 0 0.0% Q2 2026 Aug 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 52,278,440 1,190,902 0.16% 0.16% 7 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 44,022,618 1,002,835 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 27,424,017 624,719 1.07% 1.07% 9 0 0.0% Q2 2026 Jul 30, 2026
TIAA Wealth Investment Management LLC History No change 26,647,476 609,427 4.07% 4.07% 10 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 25,858,813 580,249 0.97% 0.97% 11 0 0.0% Q2 2026 Jul 15, 2026
BlackRock, Inc. History No change 24,096,250 548,912 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 20,921,820 476,599 2.02% 2.02% 13 0 0.0% Q2 2026 Aug 11, 2026
Fund Evaluation Group, LLC History No change 18,424,626 419,712 11.33% 11.33% 14 0 0.0% Q2 2026 Aug 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 15,819,740 360,373 1.24% 1.24% 15 0 0.0% Q2 2026 Aug 10, 2026
UBS Group AG History No change 11,425,544 260,273 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 10,888,991 248,051 0.23% 0.23% 17 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 10,613,855 242,939 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 14, 2026
Morningstar Investment Management LLC History No change 10,483,782 240,183 14.81% 14.81% 19 0 0.0% Q2 2026 Jul 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 10,130,922 230,621 1.27% 1.27% 20 0 0.0% Q2 2026 Aug 14, 2026
Nationwide Fund Advisors History No change 2,123,836 204,822 8.46% 8.46% 21 0 0.0% Q2 2026 Jul 24, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 8,863,673 201,914 3.71% 3.71% 22 0 0.0% Q2 2026 Aug 04, 2026
Envestnet Portfolio Solutions, Inc. History No change 8,583,212 195,525 0.94% 0.94% 23 0 0.0% Q2 2026 Sep 23, 2026
Jordan Park Group LLC History No change 8,563,994 195,087 9.89% 9.89% 24 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 7,996,194 182,153 0.37% 0.37% 25 0 0.0% Q2 2026 Aug 07, 2026
Dynasty Wealth Management, LLC History No change 7,932,000 180,690 1.34% 1.34% 26 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 7,578,563 172,639 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 06, 2026
Janney Montgomery Scott LLC History No change 7,210,378 164,252 0.32% 0.32% 28 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 7,063,645 160,909 0.61% 0.61% 29 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 6,553,412 149,287 0.93% 0.93% 30 0 0.0% Q2 2026 Jul 20, 2026
Norinchukin Bank, The History No change 6,494,554 147,945 1.44% 1.44% 31 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 6,493,994 147,933 0.9% 0.9% 32 0 0.0% Q2 2026 Jul 20, 2026
FMR LLC History No change 6,348,372 144,615 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 6,203,467 141,314 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 6,018,417 137,099 0.21% 0.21% 35 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 5,594,960 127,451 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 5,489,508 125,051 0.36% 0.36% 37 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 4,966,997 113,148 0.17% 0.17% 38 0 0.0% Q2 2026 Aug 13, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 4,902,127 111,670 0.08% 0.08% 39 0 0.0% Q2 2026 Aug 12, 2026
Wedmont Private Capital History No change 4,672,099 105,519 2.89% 2.89% 40 0 0.0% Q2 2026 Jul 13, 2026
MCF Advisors LLC History No change 4,572,890 104,170 3.72% 3.72% 41 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 4,399,631 100,223 0.46% 0.46% 42 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,230,483 96,370 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 3,947,369 89,921 0.42% 0.42% 44 0 0.0% Q2 2026 Aug 03, 2026
Alesco Advisors, LLC, An ESL Co History No change 3,911,496 89,103 2.04% 2.04% 45 0 0.0% Q2 2026 Aug 05, 2026
SYM FINANCIAL Corp History No change 3,845,020 87,589 7.04% 7.04% 46 0 0.0% Q2 2026 Aug 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 3,734,884 85,111 0.14% 0.14% 47 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 3,692,267 84,109 0.25% 0.25% 48 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 3,624,472 82,573 0.1% 0.1% 49 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 3,577,996 81,507 0.12% 0.12% 50 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History No change 3,526,231 80,328 1.19% 1.19% 51 0 0.0% Q2 2026 Aug 03, 2026
OpenArc Corporate Advisory, LLC History No change 3,521,336 80,216 0.95% 0.95% 52 0 0.0% Q2 2026 Aug 05, 2026
CASTLEARK MANAGEMENT LLC History No change 3,329,569 75,847 2.04% 2.04% 53 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 3,246,145 73,947 0.51% 0.51% 54 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 3,043,419 69,329 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,987,988 68,066 1.05% 1.05% 56 0 0.0% Q2 2026 Aug 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,945,895 67,107 0.69% 0.69% 57 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,887,624 65,780 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 2,751,738 62,684 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 2,532,810 57,697 0.21% 0.21% 60 0 0.0% Q2 2026 Aug 14, 2026
1607 Capital Partners, LLC History No change 2,295,222 52,285 4.55% 4.55% 61 0 0.0% Q2 2026 Sep 02, 2026
CITIGROUP INC History No change 2,118,713 48,264 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 03, 2026
Dodds Wealth, LLC History No change 2,039,239 46,453 10.45% 10.45% 63 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,967,803 44,826 0.06% 0.06% 64 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,925,328 43,859 0.1% 0.1% 65 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Wealth History No change 1,843,887 42,003 0.04% 0.04% 66 0 0.0% Q2 2026 Aug 12, 2026
BAILARD, INC. History No change 1,767,056 40,253 0.82% 0.82% 67 0 0.0% Q2 2026 Jul 30, 2026
Heck Capital Advisors, LLC History No change 1,741,058 39,661 2.37% 2.37% 68 0 0.0% Q2 2026 Jul 10, 2026
Verum Partners LLC History No change 1,703,197 38,798 5.8% 5.8% 69 0 0.0% Q2 2026 Jul 22, 2026
PRINCIPAL SECURITIES, INC. History No change 1,657,284 37,752 0.45% 0.45% 70 0 0.0% Q2 2026 Aug 04, 2026
CreativeOne Wealth, LLC History No change 1,607,356 36,615 0.79% 0.79% 71 0 0.0% Q2 2026 Aug 13, 2026
Foster Group, Inc. History No change 1,564,093 35,630 0.95% 0.95% 72 0 0.0% Q2 2026 Jul 07, 2026
JB Capital LLC History No change 1,544,278 35,178 1.22% 1.22% 73 0 0.0% Q2 2026 Jul 29, 2026
Strategic Blueprint, LLC History No change 1,526,575 34,775 1.74% 1.74% 74 0 0.0% Q2 2026 Jul 23, 2026
Vise Technologies, Inc. History No change 1,524,956 34,738 0.39% 0.39% 75 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 1,516,171 34,538 0.23% 0.23% 76 0 0.0% Q2 2026 Aug 10, 2026
Mirae Asset Global Investments Co., Ltd. History No change 1,439,540 32,792 0.05% 0.05% 77 0 0.0% Q2 2026 Jul 22, 2026
Equitable Holdings, Inc. History No change 1,438,410 32,767 0.2% 0.2% 78 0 0.0% Q2 2026 Aug 17, 2026
INTEGRITY ALLIANCE, LLC. History No change 1,418,814 32,320 1.01% 1.01% 79 0 0.0% Q2 2026 Jul 31, 2026
Cerity Partners LLC History No change 1,415,306 32,240 0.04% 0.04% 80 0 0.0% Q2 2026 Aug 14, 2026
3EDGE Asset Management, LP History No change 1,414,914 32,231 1.44% 1.44% 81 0 0.0% Q2 2026 Jul 27, 2026
Johnson Bixby & Associates, LLC History No change 1,403,983 31,982 3.57% 3.57% 82 0 0.0% Q2 2026 Jul 16, 2026
Ascent Group, LLC History No change 1,368,476 31,173 0.93% 0.93% 83 0 0.0% Q2 2026 Aug 03, 2026
US BANCORP \DE\ History No change 1,349,783 30,748 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,340,500 30,536 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 1,328,466 30,262 0.29% 0.29% 86 0 0.0% Q2 2026 Aug 05, 2026
Sharkey, Howes & Javer History No change 1,313,251 29,915 3.61% 3.61% 87 0 0.0% Q2 2026 Jul 09, 2026
Acorns Advisers, LLC History No change 1,289,961 29,385 0.19% 0.19% 88 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 1,275,472 29,055 0.35% 0.35% 89 0 0.0% Q2 2026 Aug 13, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 1,250,000 28,475 1.13% 1.13% 90 0 0.0% Q2 2026 Aug 12, 2026
BlueStem Wealth Partners, LLC History No change 1,214,016 27,655 2.75% 2.75% 91 0 0.0% Q2 2026 Aug 11, 2026
Wealthspire Advisors, LLC History No change 1,204,706 27,443 0.15% 0.15% 92 0 0.0% Q2 2026 Aug 11, 2026
Trilogy Capital Inc. History No change 1,186,819 27,035 1.05% 1.05% 93 0 0.0% Q2 2026 Jul 02, 2026
Lifeworks Advisors, LLC History No change 1,184,445 26,981 2.83% 2.83% 94 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 1,183,233 26,954 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 13, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 1,149,762 26,191 2.47% 2.47% 96 0 0.0% Q2 2026 Jul 14, 2026
Atria Investments, Inc History No change 1,136,935 25,899 0.26% 0.26% 97 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 1,121,539 25,548 0.24% 0.24% 98 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 1,092,317 24,882 0.46% 0.46% 99 0 0.0% Q2 2026 Aug 12, 2026
Genus Capital Management Inc. History No change 1,087,346 24,769 2.44% 2.44% 100 0 0.0% Q2 2026 Jul 29, 2026
Strategic Investment Advisors / MI History No change 1,084,684 24,709 1.49% 1.49% 101 0 0.0% Q2 2026 Aug 14, 2026
DDFG, Inc History No change 1,053,127 23,990 4.76% 4.76% 102 0 0.0% Q2 2026 Jul 28, 2026
SteelPeak Wealth, LLC History No change 1,050,429 23,928 0.62% 0.62% 103 0 0.0% Q2 2026 Jul 13, 2026
Farther Finance Advisors, LLC History No change 959,649 21,861 0.17% 0.17% 104 0 0.0% Q2 2026 Jul 17, 2026
Global Retirement Partners, LLC History No change 939,632 21,404 0.33% 0.33% 105 0 0.0% Q2 2026 Aug 06, 2026
COMMERCE BANK History No change 937,112 21,347 0.09% 0.09% 106 0 0.0% Q2 2026 Aug 12, 2026
Juno Financial Group LLC History No change 927,750 21,134 7.49% 7.49% 107 0 0.0% Q2 2026 Aug 04, 2026
Baird Financial Group, Inc. History No change 918,206 20,916 0.03% 0.03% 108 0 0.0% Q2 2026 Aug 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 912,153 20,778 1.03% 1.03% 109 0 0.0% Q2 2026 Jul 20, 2026
Westshore Wealth, LLC History No change 899,561 20,491 6.36% 6.36% 110 0 0.0% Q2 2026 Aug 10, 2026
Annandale Capital, LLC History No change 875,351 19,940 2.72% 2.72% 111 0 0.0% Q2 2026 Aug 13, 2026
Horst & Graben Wealth Management LLC History No change 880,067 19,936 2.62% 2.62% 112 0 0.0% Q2 2026 Jul 22, 2026
Orion Porfolio Solutions, LLC History No change 866,864 19,747 0.15% 0.15% 113 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 861,989 19,636 0.4% 0.4% 114 0 0.0% Q2 2026 Aug 06, 2026
Key FInancial Inc History No change 861,313 19,620 3.21% 3.21% 115 0 0.0% Q2 2026 Jul 24, 2026
Envision Financial Planning, LLC History No change 847,680 19,310 6.28% 6.28% 116 0 0.0% Q2 2026 Aug 14, 2026
Pettinga Financial Advisors LLC History No change 835,484 19,032 3.05% 3.05% 117 0 0.0% Q2 2026 Jul 09, 2026
Snider Financial Group History No change 832,801 18,971 4.83% 4.83% 118 0 0.0% Q2 2026 Jul 14, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 830,475 18,918 2.94% 2.94% 119 0 0.0% Q2 2026 Jul 29, 2026
Integrated Wealth Concepts LLC History No change 825,593 18,807 0.12% 0.12% 120 0 0.0% Q2 2026 Sep 08, 2026
MGO ONE SEVEN LLC History No change 824,638 18,785 0.31% 0.31% 121 0 0.0% Q2 2026 Jul 31, 2026
Roberts Financial Services LLC History No change 820,077 18,681 5.47% 5.47% 122 0 0.0% Q2 2026 Aug 06, 2026
CFS Investment Advisory Services, LLC History No change 819,652 18,597 1.24% 1.24% 123 0 0.0% Q2 2026 Jul 16, 2026
&PARTNERS History No change 809,711 18,499 0.08% 0.08% 124 0 0.0% Q2 2026 Aug 14, 2026
HM PAYSON & CO History No change 768,174 17,499 0.23% 0.23% 125 0 0.0% Q2 2026 Jul 17, 2026
ST GERMAIN D J CO INC History No change 758,976 17,289 0.62% 0.62% 126 0 0.0% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History No change 754,954 17,197 0.09% 0.09% 127 0 0.0% Q2 2026 Aug 13, 2026
JT Stratford LLC History No change 739,452 16,844 1.85% 1.85% 128 0 0.0% Q2 2026 Aug 14, 2026
Arcadia Wealth Management, LLC History No change 729,380 16,615 5.22% 5.22% 129 0 0.0% Q2 2026 Jul 20, 2026
Topel & Distasi Wealth Management, LLC History No change 687,708 15,665 7.56% 7.56% 130 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 684,975 15,602 0.05% 0.05% 131 0 0.0% Q2 2026 Aug 10, 2026
NorthRock Partners, LLC History No change 682,331 15,543 0.23% 0.23% 132 0 0.0% Q2 2026 Aug 11, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 678,839 15,453 0.29% 0.29% 133 0 0.0% Q2 2026 Aug 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 658,297 14,995 1.51% 1.51% 134 0 0.0% Q2 2026 Sep 02, 2026
Gotham Asset Management, LLC History No change 654,307 14,905 0.03% 0.03% 135 0 0.0% Q2 2026 Aug 14, 2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO History No change 651,153 14,833 5.34% 5.34% 136 0 0.0% Q2 2026 Jul 13, 2026
Clear Creek Financial Management, LLC History No change 647,842 14,757 0.95% 0.95% 137 0 0.0% Q2 2026 Jul 27, 2026
Kelly Financial Services LLC History No change 646,386 14,724 3.15% 3.15% 138 0 0.0% Q2 2026 Jul 14, 2026
Shepherd Financial Partners LLC History No change 640,815 14,597 1.2% 1.2% 139 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 629,015 14,328 0.07% 0.07% 140 0 0.0% Q2 2026 Jul 27, 2026
Icon Wealth Advisors, LLC History No change 628,739 14,322 0.86% 0.86% 141 0 0.0% Q2 2026 Aug 05, 2026
Perigon Wealth Management, LLC History No change 624,075 14,216 0.22% 0.22% 142 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 613,825 13,982 0.12% 0.12% 143 0 0.0% Q2 2026 Jul 27, 2026
IFG Advisory, LLC History No change 611,164 13,922 0.49% 0.49% 144 0 0.0% Q2 2026 Aug 13, 2026
STAR Financial Bank History No change 607,625 13,841 5.64% 5.64% 145 0 0.0% Q2 2026 Aug 07, 2026
Stone House Investment Management, LLC History No change 606,615 13,818 1.84% 1.84% 146 0 0.0% Q2 2026 Aug 05, 2026
Lineweaver Wealth Advisors, LLC History No change 598,663 13,637 1.61% 1.61% 147 0 0.0% Q2 2026 Jul 09, 2026
SCS Capital Management LLC History No change 595,973 13,576 0.13% 0.13% 148 0 0.0% Q2 2026 Aug 06, 2026
Addison Capital Co History No change 590,216 13,445 2.2% 2.2% 149 0 0.0% Q2 2026 Aug 04, 2026
One Wealth Advisors, LLC History No change 583,146 13,284 1.47% 1.47% 150 0 0.0% Q2 2026 Aug 06, 2026
MMA ASSET MANAGEMENT LLC History No change 579,075 13,191 4.2% 4.2% 151 0 0.0% Q2 2026 Aug 04, 2026
Mariner, LLC History No change 563,429 12,834 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
Bernardo Wealth Planning LLC History No change 558,067 12,712 2.17% 2.17% 153 0 0.0% Q2 2026 Jul 27, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 548,054 12,484 0.74% 0.74% 154 0 0.0% Q2 2026 Aug 10, 2026
Hirtle & Co., LLC History No change 546,775 12,455 0.41% 0.41% 155 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ALLIANCE, LLC History No change 536,417 12,219 1.02% 1.02% 156 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 521,849 11,887 0.22% 0.22% 157 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 519,418 11,832 0.23% 0.23% 158 0 0.0% Q2 2026 Aug 11, 2026
Midwest Capital Advisors, LLC History No change 513,973 11,708 4.76% 4.76% 159 0 0.0% Q2 2026 Jul 28, 2026
STOLZ & ASSOCIATES, PS History No change 500,701 11,405 7.12% 7.12% 160 0 0.0% Q2 2026 Jul 29, 2026
Trek Financial, LLC History No change 489,541 11,151 0.55% 0.55% 161 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 493,694 11,117 0.19% 0.19% 162 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 493,694 11,117 0.19% 0.19% 163 0 0.0% Q2 2026 Jul 29, 2026
Pacific Wealth Management History Reduced 497,893 10,888 4.79% 6.83% 164 -178,586 -26.4% Q3 2026 Oct 05, 2026
Phoenix Wealth Advisors History No change 473,607 10,788 3.64% 3.64% 165 0 0.0% Q2 2026 Jul 31, 2026
Regal Investment Advisors LLC History No change 471,560 10,742 0.56% 0.56% 166 0 0.0% Q2 2026 Aug 14, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 466,531 10,627 3.68% 3.68% 167 0 0.0% Q2 2026 Jul 23, 2026
Cerity Partners OCIO LLC History No change 466,476 10,626 0.54% 0.54% 168 0 0.0% Q2 2026 Aug 14, 2026
Montecito Bank & Trust History Added to 482,821 10,559 1.6% 1.64% 169 +274 0.06% Q3 2026 Oct 01, 2026
Seascape Capital Management History No change 461,624 10,516 2.52% 2.52% 170 0 0.0% Q2 2026 Jul 21, 2026
a16z Perennial Management, L.P. History No change 459,986 10,478 0.85% 0.85% 171 0 0.0% Q2 2026 Jul 24, 2026
Fairlight Advisors History No change 458,746 10,450 8.52% 8.52% 172 0 0.0% Q2 2026 Jul 24, 2026
Stokes Family Office, LLC History No change 457,706 10,426 1.22% 1.22% 173 0 0.0% Q2 2026 Aug 11, 2026
TSA Wealth Managment LLC History No change 442,717 10,085 2.85% 2.85% 174 0 0.0% Q2 2026 Aug 03, 2026
Westfuller Advisors, LLC History No change 439,520 10,012 3.64% 3.64% 175 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 433,748 9,880 0.15% 0.15% 176 0 0.0% Q2 2026 Aug 10, 2026
Capital Analysts, LLC History No change 430,843 9,814 0.23% 0.23% 177 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History No change 428,427 9,759 0.1% 0.1% 178 0 0.0% Q2 2026 Jul 15, 2026
FFG RETIREMENT ADVISORS LLC History No change 423,991 9,658 5.11% 5.11% 179 0 0.0% Q2 2026 Jul 09, 2026
Cardinal Strategic Wealth Guidance History No change 418,426 9,531 2.16% 2.16% 180 0 0.0% Q2 2026 Jul 30, 2026
JONES FINANCIAL COMPANIES LLLP History No change 415,136 9,487 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
Itau Unibanco Holding S.A. History No change 415,293 9,460 0.18% 0.18% 182 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 413,219 9,408 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 10, 2026
Compagnie Lombard Odier SCmA History No change 410,396 9,348 0.1% 0.1% 184 0 0.0% Q2 2026 Jul 29, 2026
ONE Advisory Partners, LLC History No change 406,771 9,266 2.52% 2.52% 185 0 0.0% Q2 2026 Jul 21, 2026
PRUDENTIAL PLC History No change 403,210 9,185 0.05% 0.05% 186 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 402,300 9,164 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 397,744 9,060 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 395,336 9,005 0.03% 0.03% 189 0 0.0% Q2 2026 Jul 28, 2026
Spectrum Strategic Capital Management, LLC History No change 388,234 8,843 4.38% 4.38% 190 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 387,987 8,838 0.1% 0.1% 191 0 0.0% Q2 2026 Aug 12, 2026
Traveka Wealth, LLC History No change 386,951 8,814 2.93% 2.93% 192 0 0.0% Q2 2026 Jul 21, 2026
SWP FINANCIAL LLC History No change 380,597 8,670 4.01% 4.01% 193 0 0.0% Q2 2026 Jul 24, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 371,787 8,469 1.33% 1.33% 194 0 0.0% Q2 2026 Jul 15, 2026
Madson Wealth Advisors Inc History No change 362,918 8,267 5.62% 5.62% 195 0 0.0% Q2 2026 Jul 21, 2026
True North Advisors, LLC History No change 359,346 8,185 0.78% 0.78% 196 0 0.0% Q2 2026 Jul 22, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 356,861 8,129 0.1% 0.1% 197 0 0.0% Q2 2026 Jul 24, 2026
Peak Wealth Management LLC History No change 356,494 8,120 5.7% 5.7% 198 0 0.0% Q2 2026 Jul 14, 2026
Henderson Brothers Financial Partners, LLC History No change 351,555 8,008 3.79% 3.79% 199 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 347,838 7,923 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 19, 2026
BEACON FINANCIAL GROUP History No change 347,722 7,921 0.72% 0.72% 201 0 0.0% Q2 2026 Jul 16, 2026
Shared Vision Wealth Group LLC History No change 346,706 7,897 2.71% 2.71% 202 0 0.0% Q2 2026 Jul 31, 2026
Synergy Investment Management, LLC History No change 343,109 7,816 1.89% 1.89% 203 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 343,024 7,814 1.58% 1.58% 204 0 0.0% Q2 2026 Jul 15, 2026
Coign Capital Advisors LLC History No change 340,171 7,749 3.49% 3.49% 205 0 0.0% Q2 2026 Jul 29, 2026
PAX Financial Group, LLC History No change 338,975 7,721 1.15% 1.15% 206 0 0.0% Q2 2026 Aug 05, 2026
MEITAV INVESTMENT HOUSE LTD History No change 339,541 7,719 0.05% 0.05% 207 0 0.0% Q2 2026 Jul 20, 2026
Arch Global Advisors, LLC History No change 337,663 7,691 3.4% 3.4% 208 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 335,094 7,655 0.13% 0.13% 209 0 0.0% Q2 2026 Aug 13, 2026
Gateway Wealth Partners, LLC History No change 329,833 7,513 0.45% 0.45% 210 0 0.0% Q2 2026 Aug 04, 2026
Archer Investment Management, LLC History No change 329,090 7,496 2.56% 2.56% 211 0 0.0% Q2 2026 Jul 07, 2026
Arrowroot Family Office, LLC History No change 327,477 7,459 2.14% 2.14% 212 0 0.0% Q2 2026 Aug 06, 2026
Beacon Bridge Wealth Partners, LLC History No change 326,927 7,447 2.12% 2.12% 213 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 319,340 7,274 0.08% 0.08% 214 0 0.0% Q2 2026 Jul 28, 2026
Bay Harbor Wealth Management, LLC History No change 317,486 7,232 1.67% 1.67% 215 0 0.0% Q2 2026 Jul 28, 2026
Centerline Wealth Advisors, LLC History No change 317,463 7,231 2.27% 2.27% 216 0 0.0% Q2 2026 Jul 17, 2026
Invst, LLC History No change 316,938 7,219 0.7% 0.7% 217 0 0.0% Q2 2026 Aug 14, 2026
SigFig Wealth Management, LLC History No change 314,903 7,201 0.19% 0.19% 218 0 0.0% Q2 2026 Jul 07, 2026
Keystone Financial Services History No change 316,119 7,201 1.85% 1.85% 219 0 0.0% Q2 2026 Aug 05, 2026
BCGM Wealth Management, LLC History No change 315,310 7,182 1.52% 1.52% 220 0 0.0% Q2 2026 Aug 04, 2026
Rothschild Wealth LLC History No change 314,534 7,165 0.57% 0.57% 221 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 309,532 7,075 2.96% 2.96% 222 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 308,865 7,035 0.17% 0.17% 223 0 0.0% Q2 2026 Jul 29, 2026
McNaughton Wealth Management, LLC History No change 308,636 7,030 2.5% 2.5% 224 0 0.0% Q2 2026 Jul 07, 2026
Sovran Advisors, LLC History No change 311,887 7,015 0.52% 0.52% 225 0 0.0% Q2 2026 Jul 29, 2026
ALLIANCEBERNSTEIN L.P. History No change 301,630 6,910 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 302,014 6,880 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 11, 2026
Family Capital Trust Co History No change 301,903 6,874 2.24% 2.24% 228 0 0.0% Q2 2026 Jul 30, 2026
SIMON QUICK ADVISORS, LLC History No change 299,493 6,822 0.28% 0.28% 229 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History No change 297,456 6,776 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 291,999 6,607 0.95% 0.95% 231 0 0.0% Q2 2026 Aug 06, 2026
Cobblestone Asset Management LLC History No change 288,832 6,579 2.74% 2.74% 232 0 0.0% Q2 2026 Jul 21, 2026
DEUTSCHE BANK AG\ History No change 288,498 6,571 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 07, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 287,911 6,558 3.76% 3.76% 234 0 0.0% Q2 2026 Jul 15, 2026
Simplicity Wealth,LLC History No change 287,718 6,554 0.22% 0.22% 235 0 0.0% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History No change 287,257 6,543 0.07% 0.07% 236 0 0.0% Q2 2026 Jul 21, 2026
Legacy Financial Group LLC History No change 285,832 6,511 0.73% 0.73% 237 0 0.0% Q2 2026 Aug 05, 2026
Quadrant Private Wealth Management, LLC History No change 283,562 6,459 1.45% 1.45% 238 0 0.0% Q2 2026 Jul 30, 2026
CIBC WORLD MARKET INC. History No change 283,172 6,450 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 283,058 6,448 1.57% 1.57% 240 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 280,614 6,392 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 278,657 6,347 0.13% 0.13% 242 0 0.0% Q2 2026 Jul 29, 2026
Hilltop Holdings Inc. History No change 276,895 6,307 0.49% 0.49% 243 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 276,489 6,298 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 05, 2026
Center For Asset Management LLC History No change 276,384 6,296 2.79% 2.79% 245 0 0.0% Q2 2026 Jul 27, 2026
ShoreHaven Wealth Partners, LLC History No change 271,524 6,185 1.95% 1.95% 246 0 0.0% Q2 2026 Jul 14, 2026
Privium Fund Management (UK) Ltd History No change 269,080 6,153 2.56% 2.56% 247 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 268,267 6,111 0.31% 0.31% 248 0 0.0% Q2 2026 Jul 16, 2026
Fairtree Asset Management (Pty) Ltd History No change 264,514 6,025 2.31% 2.31% 249 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 263,866 6,010 0.04% 0.04% 250 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone National Bank & Trust Co History No change 259,263 5,872 1.98% 1.98% 251 0 0.0% Q2 2026 Jul 21, 2026
UNIQUE WEALTH, LLC History No change 257,154 5,857 0.68% 0.68% 252 0 0.0% Q2 2026 Jul 21, 2026
Pinion Investment Advisors, LLC History No change 256,039 5,832 1.11% 1.11% 253 0 0.0% Q2 2026 Aug 06, 2026
Daviman Financial, LLC History No change 249,508 5,683 3.14% 3.14% 254 0 0.0% Q2 2026 Jul 24, 2026
Atlatl Advisers LLC History No change 247,655 5,641 1.34% 1.34% 255 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisory Services, LLC History No change 246,995 5,626 0.35% 0.35% 256 0 0.0% Q2 2026 Jul 23, 2026
Spectrum Planning & Advisory Services Inc. History No change 246,181 5,608 2.51% 2.51% 257 0 0.0% Q2 2026 Jul 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 244,533 5,570 0.09% 0.09% 258 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 243,965 5,557 1.1% 1.1% 259 0 0.0% Q2 2026 Aug 13, 2026
Cypress Wealth Services, LLC History No change 243,728 5,552 0.68% 0.68% 260 0 0.0% Q2 2026 Jul 10, 2026
Smartleaf Asset Management LLC History No change 241,957 5,533 0.18% 0.18% 261 0 0.0% Q2 2026 Aug 12, 2026
KWB Wealth History No change 242,255 5,518 0.47% 0.47% 262 0 0.0% Q2 2026 Jul 10, 2026
WealthCare Investment Partners, LLC History No change 240,628 5,481 1.33% 1.33% 263 0 0.0% Q2 2026 Aug 10, 2026
SEEDS INVESTOR LLC History No change 240,454 5,477 0.56% 0.56% 264 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 238,091 5,423 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 236,265 5,382 0.06% 0.06% 266 0 0.0% Q2 2026 Aug 04, 2026
West Wealth Group, LLC History No change 232,206 5,289 0.87% 0.87% 267 0 0.0% Q2 2026 Aug 06, 2026
Storen Legacy Partners, LLC History No change 228,310 5,200 1.42% 1.42% 268 0 0.0% Q2 2026 Jul 17, 2026
Financial Engines Advisors L.L.C. History No change 223,569 5,092 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 223,459 5,090 0.64% 0.64% 270 0 0.0% Q2 2026 Jul 23, 2026
Drucker Wealth 3.0, LLC History No change 222,675 5,072 0.8% 0.8% 271 0 0.0% Q2 2026 Jul 13, 2026
Detalus Advisors, LLC History No change 222,323 5,064 0.99% 0.99% 272 0 0.0% Q2 2026 Jul 27, 2026
WCG Wealth Advisors LLC History No change 220,236 5,016 0.12% 0.12% 273 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 217,888 4,991 0.62% 0.62% 274 0 0.0% Q2 2026 Aug 05, 2026
Portside Wealth Group, LLC History No change 217,927 4,964 0.58% 0.58% 275 0 0.0% Q2 2026 Jul 14, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 216,785 4,938 4.18% 4.18% 276 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Counsel, LLC History No change 215,293 4,904 0.61% 0.61% 277 0 0.0% Q2 2026 Jul 15, 2026
Dynamic Advisor Solutions LLC History No change 214,097 4,877 0.14% 0.14% 278 0 0.0% Q2 2026 Jul 07, 2026
Connecticut Capital Management Group, LLC History No change 212,598 4,842 3.9% 3.9% 279 0 0.0% Q2 2026 Jul 17, 2026
Perennial Investment Advisors, LLC History No change 212,348 4,837 0.32% 0.32% 280 0 0.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 210,327 4,791 1.09% 1.09% 281 0 0.0% Q2 2026 Aug 13, 2026
Cyndeo Wealth Partners, LLC History No change 210,310 4,790 0.23% 0.23% 282 0 0.0% Q2 2026 Jul 21, 2026
Plancorp, LLC History No change 212,495 4,785 0.12% 0.12% 283 0 0.0% Q2 2026 Jul 14, 2026
Crabel Capital Management, LLC History No change 209,762 4,778 3.49% 3.49% 284 0 0.0% Q2 2026 Aug 13, 2026
WATERSHED PRIVATE WEALTH LLC History No change 208,974 4,760 1.34% 1.34% 285 0 0.0% Q2 2026 Jul 17, 2026
Range Financial Group LLC History No change 205,901 4,690 1.28% 1.28% 286 0 0.0% Q2 2026 Jul 15, 2026
WealthShield Partners, LLC History No change 205,853 4,689 0.72% 0.72% 287 0 0.0% Q2 2026 Aug 12, 2026
Chatterton & Associates Inc. History No change 203,659 4,602 2.71% 2.71% 288 0 0.0% Q2 2026 Jul 14, 2026
Stonekeep Investments, LLC History No change 198,431 4,520 2.63% 2.63% 289 0 0.0% Q2 2026 Jul 10, 2026
Sterling Financial Planning, Inc. History No change 198,231 4,515 1.23% 1.23% 290 0 0.0% Q2 2026 Aug 11, 2026
Redhawk Wealth Advisors, Inc. History No change 197,003 4,487 0.44% 0.44% 291 0 0.0% Q2 2026 Jul 09, 2026
Vertex Planning Partners, LLC History No change 196,731 4,481 0.67% 0.67% 292 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 196,465 4,475 0.59% 0.59% 293 0 0.0% Q2 2026 Aug 04, 2026
Shira Ridge Wealth Management History No change 195,392 4,451 1.55% 1.55% 294 0 0.0% Q2 2026 Jul 09, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 194,766 4,436 1.53% 1.53% 295 0 0.0% Q2 2026 Aug 05, 2026
Ullmann Wealth Partners Group, LLC History No change 194,716 4,435 0.4% 0.4% 296 0 0.0% Q2 2026 Aug 10, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 194,208 4,424 3.28% 3.28% 297 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Planning Group LLC History No change 194,584 4,377 0.55% 0.55% 298 0 0.0% Q2 2026 Jul 29, 2026
MATHER GROUP, LLC. History No change 190,404 4,337 0.04% 0.04% 299 0 0.0% Q2 2026 Jul 27, 2026
Wealthfront Advisers LLC History No change 189,877 4,325 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 07, 2026
Olde Wealth Management, LLC History No change 189,217 4,310 1.22% 1.22% 301 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 189,012 4,305 0.34% 0.34% 302 0 0.0% Q2 2026 Jul 28, 2026
DSG Capital Advisors, LLC History No change 190,416 4,297 0.61% 0.61% 303 0 0.0% Q2 2026 Aug 06, 2026
Keebeck Wealth Management History No change 188,239 4,288 0.42% 0.42% 304 0 0.0% Q2 2026 Aug 11, 2026
Twele Capital Management, Inc. History No change 187,305 4,266 0.7% 0.7% 305 0 0.0% Q2 2026 Jul 14, 2026
Sollinda Capital Management LLC History No change 187,003 4,259 0.91% 0.91% 306 0 0.0% Q2 2026 Aug 05, 2026
GTS SECURITIES LLC History No change 186,457 4,247 0.09% 0.09% 307 0 0.0% Q2 2026 Aug 14, 2026
Bull Oak Capital, LLC History No change 185,121 4,217 1.4% 1.4% 308 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 184,746 4,208 0.07% 0.07% 309 0 0.0% Q2 2026 Jul 15, 2026
SWMG, LLC History No change 185,862 4,194 0.99% 0.99% 310 0 0.0% Q2 2026 Jul 15, 2026
Sowell Financial Services LLC History No change 183,128 4,171 0.14% 0.14% 311 0 0.0% Q2 2026 Jul 17, 2026
Bedminster, LLC History No change 181,962 4,145 3.54% 3.54% 312 0 0.0% Q2 2026 Aug 04, 2026
Phoenix Financial Ltd. History No change 179,012 4,074 0.03% 0.03% 313 0 0.0% Q2 2026 Aug 11, 2026
Integrity Advisory Solutions, LLC History No change 178,608 4,068 0.42% 0.42% 314 0 0.0% Q2 2026 Jul 31, 2026
Mayflower Financial Advisors, LLC History No change 177,196 4,036 0.35% 0.35% 315 0 0.0% Q2 2026 Jul 09, 2026
Dakota Wealth Management History No change 174,530 3,975 0.08% 0.08% 316 0 0.0% Q2 2026 Aug 07, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 173,991 3,961 2.41% 2.41% 317 0 0.0% Q2 2026 Jul 31, 2026
Hoxton Planning & Management, LLC History No change 173,599 3,954 1.03% 1.03% 318 0 0.0% Q2 2026 Jul 16, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 172,812 3,936 1.11% 1.11% 319 0 0.0% Q2 2026 Jul 24, 2026
VestGen Advisors, LLC History No change 170,838 3,891 0.11% 0.11% 320 0 0.0% Q2 2026 Aug 11, 2026
Element Wealth, LLC History No change 170,401 3,881 1.45% 1.45% 321 0 0.0% Q2 2026 Aug 14, 2026
Davis Wealth Advisors, LLC History No change 167,604 3,818 2.95% 2.95% 322 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 166,517 3,793 0.05% 0.05% 323 0 0.0% Q2 2026 Jul 22, 2026
NorthCrest Asset Manangement, LLC History No change 166,898 3,771 0.1% 0.1% 324 0 0.0% Q2 2026 Jul 15, 2026
NOVEM GROUP History No change 164,220 3,740 0.38% 0.38% 325 0 0.0% Q2 2026 Jul 21, 2026
Stratos Wealth Partners, LTD. History No change 163,686 3,728 0.04% 0.04% 326 0 0.0% Q2 2026 Aug 11, 2026
THEORY FINANCIAL LLC History No change 159,136 3,625 1.14% 1.14% 327 0 0.0% Q2 2026 Jul 31, 2026
Dorsey & Whitney Trust CO LLC History No change 157,918 3,597 0.18% 0.18% 328 0 0.0% Q2 2026 Aug 14, 2026
EQ LLC History No change 157,131 3,579 0.88% 0.88% 329 0 0.0% Q2 2026 Jul 23, 2026
Roan Capital Partners History No change 154,845 3,527 2.92% 2.92% 330 0 0.0% Q2 2026 Jul 08, 2026
Heritage Wealth Management, Inc. /CA/ History No change 153,705 3,501 1.33% 1.33% 331 0 0.0% Q2 2026 Jul 22, 2026
BLUELINE ADVISORS LLC History No change 153,235 3,490 2.42% 2.42% 332 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History No change 152,970 3,484 0.05% 0.05% 333 0 0.0% Q2 2026 Aug 12, 2026
Security Financial Services, INC. History No change 152,223 3,467 0.48% 0.48% 334 0 0.0% Q2 2026 Jul 15, 2026
Quadrature Capital Ltd History No change 150,084 3,418 0.03% 0.03% 335 0 0.0% Q2 2026 Aug 06, 2026
Catalyst Investment Management LLC History No change 149,442 3,404 3.09% 3.09% 336 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 147,433 3,358 0.13% 0.13% 337 0 0.0% Q2 2026 Jul 22, 2026
Maia Wealth LLC History No change 147,053 3,349 0.49% 0.49% 338 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 145,329 3,310 0.06% 0.06% 339 0 0.0% Q2 2026 Jul 20, 2026
Csenge Advisory Group History No change 144,084 3,282 0.13% 0.13% 340 0 0.0% Q2 2026 Aug 10, 2026
Cheviot Value Management, LLC History No change 142,817 3,253 0.33% 0.33% 341 0 0.0% Q2 2026 Aug 06, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 139,532 3,178 0.04% 0.04% 342 0 0.0% Q2 2026 Jul 15, 2026
PKS Advisory Services, LLC History No change 137,574 3,133 0.5% 0.5% 343 0 0.0% Q2 2026 Aug 04, 2026
Shelter Mutual Insurance Co History No change 136,932 3,119 0.66% 0.66% 344 0 0.0% Q2 2026 Aug 11, 2026
Cassilly Financial Group LLC History No change 136,043 3,099 2.25% 2.25% 345 0 0.0% Q2 2026 Jul 15, 2026
Klaas Financial Asset Advisors, LLC History No change 135,928 3,096 0.39% 0.39% 346 0 0.0% Q2 2026 Jul 15, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 128,111 2,918 0.18% 0.18% 347 0 0.0% Q2 2026 Jul 13, 2026
Advus Financial Partners, LLC History No change 127,446 2,903 0.83% 0.83% 348 0 0.0% Q2 2026 Oct 02, 2026
CALTON & ASSOCIATES, INC. History No change 126,389 2,879 0.42% 0.42% 349 0 0.0% Q2 2026 Aug 10, 2026
AtlasMark Financial, Inc History No change 125,947 2,869 1.41% 1.41% 350 0 0.0% Q2 2026 Aug 17, 2026
Balefire, LLC History No change 124,015 2,825 0.46% 0.46% 351 0 0.0% Q2 2026 Jul 07, 2026
LifePlan Investment Advisors, Inc. History No change 123,180 2,806 0.97% 0.97% 352 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 123,134 2,804 0.05% 0.05% 353 0 0.0% Q2 2026 Jul 14, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 121,386 2,780 1.58% 1.58% 354 0 0.0% Q2 2026 Aug 19, 2026
VERUS CAPITAL PARTNERS, LLC History No change 121,869 2,776 0.15% 0.15% 355 0 0.0% Q2 2026 Aug 06, 2026
Blueprint Investment Partners LLC History No change 118,748 2,705 0.23% 0.23% 356 0 0.0% Q2 2026 Aug 04, 2026
Eldridge Investment Advisors, Inc. History No change 117,200 2,669 0.53% 0.53% 357 0 0.0% Q2 2026 Aug 10, 2026
UPTICK PARTNERS, LLC History No change 116,774 2,660 0.41% 0.41% 358 0 0.0% Q2 2026 Aug 10, 2026
Tradition Wealth Management, LLC History No change 116,450 2,652 0.16% 0.16% 359 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group History No change 115,920 2,640 0.16% 0.16% 360 0 0.0% Q2 2026 Jul 29, 2026
Western Financial Corp/CA History No change 115,863 2,639 0.77% 0.77% 361 0 0.0% Q2 2026 Jul 22, 2026
Inspire Advisors, LLC History No change 115,548 2,631 0.18% 0.18% 362 0 0.0% Q2 2026 Aug 13, 2026
GLOBALT Investments LLC / GA History No change 115,225 2,624 0.09% 0.09% 363 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 114,470 2,608 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 06, 2026
Asempa Wealth Advisors History No change 114,069 2,598 1.94% 1.94% 365 0 0.0% Q2 2026 Jul 13, 2026
Sound Portfolio Advisors, LLC History No change 112,629 2,565 1.82% 1.82% 366 0 0.0% Q2 2026 Aug 06, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 110,733 2,522 0.59% 0.59% 367 0 0.0% Q2 2026 Jul 16, 2026
Focus Financial Network, Inc. History No change 109,124 2,485 0.08% 0.08% 368 0 0.0% Q2 2026 Jul 09, 2026
5T Wealth, LLC History No change 106,638 2,429 0.9% 0.9% 369 0 0.0% Q2 2026 Jul 21, 2026
Advyzon Investment Management, LLC History No change 105,708 2,408 0.17% 0.17% 370 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 105,508 2,403 0.15% 0.15% 371 0 0.0% Q2 2026 Aug 10, 2026
WESBANCO BANK INC History No change 105,025 2,392 0.06% 0.06% 372 0 0.0% Q2 2026 Jul 28, 2026
Blueprint Financial Advisors LLC History No change 104,194 2,373 0.26% 0.26% 373 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 104,014 2,369 0.02% 0.02% 374 0 0.0% Q2 2026 Aug 06, 2026
Valmark Advisers, Inc. History No change 103,932 2,367 0.03% 0.03% 375 0 0.0% Q2 2026 Aug 06, 2026
Town Capital LLC History No change 103,763 2,363 1.5% 1.5% 376 0 0.0% Q2 2026 Jul 27, 2026
Avondale Wealth Management History No change 103,473 2,357 0.96% 0.96% 377 0 0.0% Q2 2026 Jul 13, 2026
Redwood Investment Management, LLC History No change 103,347 2,354 0.23% 0.23% 378 0 0.0% Q2 2026 Aug 14, 2026
Oxinas Partners, LLC History No change 102,424 2,333 0.92% 0.92% 379 0 0.0% Q2 2026 Jul 14, 2026
HRT FINANCIAL LP History No change 100,836 2,297 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 14, 2026
Blue Edge Capital, LLC History No change 99,822 2,273 0.27% 0.27% 381 0 0.0% Q2 2026 Aug 14, 2026
Cadia Private Client LLC History No change 99,262 2,261 1.62% 1.62% 382 0 0.0% Q2 2026 Aug 11, 2026
BOS Asset Management, LLC History No change 98,179 2,236 0.52% 0.52% 383 0 0.0% Q2 2026 Jul 13, 2026
Clearstead Advisors, LLC History No change 98,015 2,232 0.02% 0.02% 384 0 0.0% Q2 2026 Aug 06, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 97,962 2,231 0.11% 0.11% 385 0 0.0% Q2 2026 Jul 31, 2026
Snowden Capital Advisors LLC History No change 97,667 2,224 0.05% 0.05% 386 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 97,870 2,215 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 13, 2026
Tempus Wealth Planning, LLC History No change 96,656 2,201 0.43% 0.43% 388 0 0.0% Q2 2026 Jul 22, 2026
Able Wealth Management LLC History No change 96,138 2,190 0.5% 0.5% 389 0 0.0% Q2 2026 Jul 29, 2026
Parallel Advisors, LLC History No change 95,728 2,180 0.03% 0.03% 390 0 0.0% Q2 2026 Aug 05, 2026
Barnes Wealth Management Group, Inc History No change 95,275 2,170 1.0% 1.0% 391 0 0.0% Q2 2026 Jul 24, 2026
DMC Group, LLC History No change 95,193 2,168 1.49% 1.49% 392 0 0.0% Q2 2026 Jul 28, 2026
Meridian Wealth Management, LLC History No change 95,034 2,164 0.07% 0.07% 393 0 0.0% Q2 2026 Aug 05, 2026
Odyssey Capital Advisors, Inc. History No change 94,697 2,157 1.55% 1.55% 394 0 0.0% Q2 2026 Jul 31, 2026
Altiora Financial Group, LLC History No change 94,459 2,151 0.34% 0.34% 395 0 0.0% Q2 2026 Aug 07, 2026
Centurion Wealth Management LLC History No change 93,685 2,134 0.51% 0.51% 396 0 0.0% Q2 2026 Jul 09, 2026
Lansing Street Advisors History No change 92,150 2,099 0.44% 0.44% 397 0 0.0% Q2 2026 Jul 24, 2026
Bull Harbor Capital LLC History No change 92,088 2,097 0.41% 0.41% 398 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History No change 91,687 2,088 0.06% 0.06% 399 0 0.0% Q2 2026 Aug 03, 2026
Beacon Pointe Advisors, LLC History No change 91,667 2,088 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 18, 2026
Triad Wealth Partners, LLC History No change 93,204 2,088 0.12% 0.12% 401 0 0.0% Q2 2026 Aug 10, 2026
Regency Capital Management Inc.\DE History No change 89,500 2,038 0.81% 0.81% 402 0 0.0% Q2 2026 Aug 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 89,006 2,027 0.04% 0.04% 403 0 0.0% Q2 2026 Jul 15, 2026
McKinley Carter Wealth Services, Inc. History No change 87,497 1,993 0.1% 0.1% 404 0 0.0% Q2 2026 Jul 28, 2026
Jordan Park Trust Co LLC History No change 87,331 1,989 1.39% 1.39% 405 0 0.0% Q2 2026 Jul 27, 2026
Polaris Investment Advisors, LLC History No change 86,799 1,977 1.27% 1.27% 406 0 0.0% Q2 2026 Jul 09, 2026
J.M. Arbour, LLC History No change 86,076 1,960 1.69% 1.69% 407 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS History No change 85,929 1,957 0.05% 0.05% 408 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History No change 85,456 1,946 0.05% 0.05% 409 0 0.0% Q2 2026 Jul 24, 2026
Wealth Enhancement Trust Services, Inc. History No change 85,236 1,941 0.22% 0.22% 410 0 0.0% Q2 2026 Jul 22, 2026
MA Private Wealth History No change 84,855 1,932 0.29% 0.29% 411 0 0.0% Q2 2026 Jul 28, 2026
BCU Wealth Advisors, LLC History No change 84,671 1,928 0.64% 0.64% 412 0 0.0% Q2 2026 Jul 14, 2026
Gen-Wealth Partners Inc History No change 83,815 1,909 0.53% 0.53% 413 0 0.0% Q2 2026 Aug 10, 2026
Tyche Wealth Partners LLC History No change 83,089 1,892 0.27% 0.27% 414 0 0.0% Q2 2026 Aug 06, 2026
JFS WEALTH ADVISORS, LLC History No change 81,840 1,864 0.09% 0.09% 415 0 0.0% Q2 2026 Jul 10, 2026
WealthPLAN Partners, LLC History No change 81,231 1,850 0.35% 0.35% 416 0 0.0% Q2 2026 Jul 28, 2026
First Heartland Consultants, Inc. History No change 81,018 1,845 0.12% 0.12% 417 0 0.0% Q2 2026 Jul 08, 2026
Ascent Wealth Partners, LLC History No change 80,528 1,834 0.18% 0.18% 418 0 0.0% Q2 2026 Jul 31, 2026
Portfolio Resources Advisor Group, Inc. History No change 80,461 1,832 1.55% 1.55% 419 0 0.0% Q2 2026 Jul 29, 2026
National Wealth Management Group, LLC History No change 80,097 1,824 0.56% 0.56% 420 0 0.0% Q2 2026 Jul 14, 2026
May Hill Capital, LLC History No change 79,957 1,821 0.38% 0.38% 421 0 0.0% Q2 2026 Aug 07, 2026
Compton Financial Group, LLC History No change 79,684 1,815 0.35% 0.35% 422 0 0.0% Q2 2026 Aug 12, 2026
Arete Wealth Advisors, LLC History No change 78,677 1,792 0.12% 0.12% 423 0 0.0% Q2 2026 Aug 12, 2026
Keel Point, LLC History No change 78,171 1,780 0.11% 0.11% 424 0 0.0% Q2 2026 Aug 14, 2026
LongView Wealth Management History No change 77,794 1,772 0.45% 0.45% 425 0 0.0% Q2 2026 Jul 17, 2026
Golden State Wealth Management, LLC History No change 77,618 1,768 0.16% 0.16% 426 0 0.0% Q2 2026 Jul 22, 2026
One Capital Management, LLC History No change 76,335 1,748 0.05% 0.05% 427 0 0.0% Q2 2026 Aug 13, 2026
One Day In July LLC History No change 76,372 1,739 0.12% 0.12% 428 0 0.0% Q2 2026 Aug 03, 2026
CENTAURUS FINANCIAL, INC. History No change 74,758 1,703 0.07% 0.07% 429 0 0.0% Q2 2026 Aug 17, 2026
B. Riley Wealth Advisors, Inc. History No change 74,360 1,700 0.09% 0.09% 430 0 0.0% Q2 2026 Jul 14, 2026
Prospera Financial Services Inc History No change 74,006 1,686 0.02% 0.02% 431 0 0.0% Q2 2026 Jul 15, 2026
Patriot Financial Group Insurance Agency, LLC History No change 74,034 1,686 0.17% 0.17% 432 0 0.0% Q2 2026 Jul 16, 2026
Edgestream Partners, L.P. History No change 73,819 1,681 0.05% 0.05% 433 0 0.0% Q2 2026 Aug 11, 2026
Brookwood Investment Group LLC History No change 73,705 1,679 0.19% 0.19% 434 0 0.0% Q2 2026 Jul 23, 2026
CFO4Life Group, LLC History No change 73,689 1,678 0.23% 0.23% 435 0 0.0% Q2 2026 Aug 12, 2026
Collier Financial History No change 73,609 1,676 1.15% 1.15% 436 0 0.0% Q2 2026 Jul 30, 2026
Integrated Advisors Network LLC History No change 73,415 1,672 0.08% 0.08% 437 0 0.0% Q2 2026 Aug 11, 2026
Wilshire Advisors LLC History No change 72,841 1,659 16.05% 16.05% 438 0 0.0% Q2 2026 Jul 27, 2026
NWAM LLC History No change 72,644 1,654 0.08% 0.08% 439 0 0.0% Q2 2026 Jul 23, 2026
PFG Investments, LLC History No change 72,559 1,652 0.06% 0.06% 440 0 0.0% Q2 2026 Jul 23, 2026
Cosner Financial Group, LLC History No change 72,312 1,647 0.85% 0.85% 441 0 0.0% Q2 2026 Aug 10, 2026
Two West Capital Advisors LLC History No change 72,530 1,637 0.81% 0.81% 442 0 0.0% Q2 2026 Jul 22, 2026
Unify Financial Advisors History No change 71,786 1,635 1.51% 1.51% 443 0 0.0% Q2 2026 Jul 21, 2026
4WEALTH ADVISORS, INC. History No change 70,299 1,607 1.23% 1.23% 444 0 0.0% Q2 2026 Jul 17, 2026
Argent Trust Co History No change 70,247 1,600 0.05% 0.05% 445 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 70,234 1,600 0.0% 0.0% 446 0 0.0% Q2 2026 Jul 27, 2026
Wealth Advisory Solutions, LLC History No change 69,998 1,594 0.33% 0.33% 447 0 0.0% Q2 2026 Jul 24, 2026
MONEY CONCEPTS CAPITAL CORP History No change 69,849 1,591 0.07% 0.07% 448 0 0.0% Q2 2026 Aug 04, 2026
Spire Wealth Management History No change 69,164 1,575 0.05% 0.05% 449 0 0.0% Q2 2026 Jul 15, 2026
Western Wealth Management, LLC History No change 68,549 1,561 0.05% 0.05% 450 0 0.0% Q2 2026 Aug 14, 2026
BURKE & HERBERT BANK & TRUST CO History No change 67,673 1,541 0.38% 0.38% 451 0 0.0% Q2 2026 Aug 07, 2026
Fairvoy Private Wealth, LLC History No change 67,277 1,532 0.31% 0.31% 452 0 0.0% Q2 2026 Jul 17, 2026
ADE, LLC History No change 67,105 1,528 0.65% 0.65% 453 0 0.0% Q2 2026 Aug 04, 2026
HighPoint Advisor Group LLC History No change 66,517 1,515 0.05% 0.05% 454 0 0.0% Q2 2026 Aug 05, 2026
WealthPoint Financial, LLC History No change 66,416 1,512 1.1% 1.1% 455 0 0.0% Q2 2026 Aug 06, 2026
Summit Wealth Group, LLC History No change 65,784 1,498 0.31% 0.31% 456 0 0.0% Q2 2026 Aug 04, 2026
TME FINANCIAL, INC. History No change 65,800 1,498 0.92% 0.92% 457 0 0.0% Q2 2026 Jul 23, 2026
Signal Advisors Wealth, LLC History No change 64,961 1,479 0.07% 0.07% 458 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Management, Inc. History No change 64,905 1,478 0.45% 0.45% 459 0 0.0% Q2 2026 Jul 15, 2026
Marks Group Wealth Management, Inc History No change 63,551 1,447 0.13% 0.13% 460 0 0.0% Q2 2026 Jul 27, 2026
Verdence Capital Advisors LLC History No change 63,261 1,441 0.08% 0.08% 461 0 0.0% Q2 2026 Jul 29, 2026
J.W. COLE ADVISORS, INC. History No change 63,247 1,440 0.02% 0.02% 462 0 0.0% Q2 2026 Jul 21, 2026
ESL Trust Services, LLC History No change 62,991 1,434 0.24% 0.24% 463 0 0.0% Q2 2026 Aug 13, 2026
Farmers National Bank History No change 62,706 1,428 0.3% 0.3% 464 0 0.0% Q2 2026 Aug 11, 2026
Hopwood Nicholas Hunter History No change 62,062 1,413 0.39% 0.39% 465 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 62,018 1,412 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 14, 2026
M1 Capital Management LLC History No change 61,849 1,408 0.52% 0.52% 467 0 0.0% Q2 2026 Aug 11, 2026
Roble, Belko & Company, Inc History No change 61,454 1,400 0.15% 0.15% 468 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 61,341 1,397 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 18, 2026
Savvy Advisors, Inc. History No change 61,211 1,394 0.03% 0.03% 470 0 0.0% Q2 2026 Aug 03, 2026
CoreCap Advisors, LLC History No change 60,379 1,375 0.04% 0.04% 471 0 0.0% Q2 2026 Jul 06, 2026
Willis Johnson & Associates, Inc. History No change 59,601 1,357 0.08% 0.08% 472 0 0.0% Q2 2026 Aug 13, 2026
NICOLET BANKSHARES INC History No change 59,663 1,355 0.04% 0.04% 473 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History No change 59,315 1,351 0.09% 0.09% 474 0 0.0% Q2 2026 Aug 05, 2026
XY Planning Network, Inc. History No change 58,933 1,342 0.17% 0.17% 475 0 0.0% Q2 2026 Jul 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 58,597 1,334 0.06% 0.06% 476 0 0.0% Q2 2026 Jul 28, 2026
JANE STREET GROUP, LLC History No change 58,182 1,325 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 57,398 1,307 0.26% 0.26% 478 0 0.0% Q2 2026 Jul 17, 2026
RDA Financial Network History No change 56,672 1,290 0.28% 0.28% 479 0 0.0% Q2 2026 Jul 06, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 56,230 1,280 0.46% 0.46% 480 0 0.0% Q2 2026 Aug 11, 2026
Empirical Asset Management, LLC History No change 56,188 1,279 0.29% 0.29% 481 0 0.0% Q2 2026 Aug 10, 2026
Beacon Capital Management, LLC History No change 55,509 1,264 0.19% 0.19% 482 0 0.0% Q2 2026 Jul 29, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 55,079 1,254 1.0% 1.0% 483 0 0.0% Q2 2026 Aug 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 55,012 1,253 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 52,011 1,184 0.08% 0.08% 485 0 0.0% Q2 2026 Aug 04, 2026
B.O.S.S. Retirement Advisors, LLC History No change 52,011 1,184 0.32% 0.32% 486 0 0.0% Q2 2026 Jul 20, 2026
M&T BANK CORP History No change 51,920 1,182 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 04, 2026
TFB Advisors LLC History No change 50,945 1,160 0.51% 0.51% 488 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 50,802 1,157 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 13, 2026
Apeiron RIA LLC History No change 50,640 1,153 0.3% 0.3% 490 0 0.0% Q2 2026 Jul 16, 2026
Idaho Trust Co History No change 50,017 1,138 0.33% 0.33% 491 0 0.0% Q2 2026 Aug 06, 2026
Ausdal Financial Partners, Inc. History No change 49,802 1,134 0.04% 0.04% 492 0 0.0% Q2 2026 Aug 14, 2026
Yukon Wealth Management, Inc. History No change 49,755 1,133 0.32% 0.32% 493 0 0.0% Q2 2026 Aug 14, 2026
Parkway Wealth Management Group, LLC History No change 49,730 1,132 0.13% 0.13% 494 0 0.0% Q2 2026 Jul 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 49,289 1,122 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 13, 2026
Clarendon Private LLC History No change 48,877 1,113 0.72% 0.72% 496 0 0.0% Q2 2026 Jul 22, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 48,690 1,109 0.28% 0.28% 497 0 0.0% Q2 2026 Jul 24, 2026
OneDigital Investment Advisors LLC History No change 48,594 1,106 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 06, 2026
WAYSTONE ADVISORS LLC History No change 48,457 1,103 0.82% 0.82% 499 0 0.0% Q2 2026 Jul 16, 2026
Composition Wealth, LLC History No change 47,709 1,086 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 22, 2026
Meeder Advisory Services, Inc. History No change 47,551 1,083 0.04% 0.04% 501 0 0.0% Q2 2026 Aug 07, 2026
Gladstone Institutional Advisory LLC History No change 47,418 1,080 0.03% 0.03% 502 0 0.0% Q2 2026 Jul 27, 2026
Retirement Wealth Solutions LLC History No change 47,299 1,077 0.59% 0.59% 503 0 0.0% Q2 2026 Jul 07, 2026
AdvisorNet Financial, Inc History No change 47,200 1,075 0.05% 0.05% 504 0 0.0% Q2 2026 Jul 23, 2026
STRATEGY ASSET MANAGERS LLC History No change 47,008 1,070 0.16% 0.16% 505 0 0.0% Q2 2026 Aug 14, 2026
Stonehearth Capital Management, LLC History No change 46,789 1,065 0.36% 0.36% 506 0 0.0% Q2 2026 Jul 07, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 46,711 1,064 0.14% 0.14% 507 0 0.0% Q2 2026 Aug 11, 2026
Pines Wealth Management, LLC History No change 46,163 1,051 0.3% 0.3% 508 0 0.0% Q2 2026 Jul 22, 2026
Transamerica Financial Advisors, LLC History No change 45,917 1,045 0.09% 0.09% 509 0 0.0% Q2 2026 Aug 14, 2026
Bank of Marin History No change 45,891 1,045 0.73% 0.73% 510 0 0.0% Q2 2026 Aug 13, 2026
SBI Okasan Asset Management Co.Ltd. History No change 45,639 1,043 0.03% 0.03% 511 0 0.0% Q2 2026 Jul 21, 2026
INVESTED ADVISORS History No change 45,688 1,040 0.92% 0.92% 512 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Advisors, LLC History No change 44,955 1,024 0.06% 0.06% 513 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 44,497 1,013 0.02% 0.02% 514 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 44,415 1,011 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 27, 2026
BTG Pactual Asset Management US LLC History No change 44,003 1,002 0.06% 0.06% 516 0 0.0% Q2 2026 Aug 14, 2026
Ninety One SA (PTY) Ltd History No change 43,412 990 0.05% 0.05% 517 0 0.0% Q2 2026 Jul 16, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 43,465 990 0.54% 0.54% 518 0 0.0% Q2 2026 Jul 20, 2026
Bestgate Wealth Advisors, LLC History No change 43,482 990 1.58% 1.58% 519 0 0.0% Q2 2026 Jul 29, 2026
Oakworth Capital, Inc. History No change 43,677 989 0.05% 0.05% 520 0 0.0% Q2 2026 Jul 22, 2026
Betterment LLC History No change 43,373 988 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 14, 2026
Saxony Capital Management, LLC History No change 42,495 968 0.44% 0.44% 522 0 0.0% Q2 2026 Jul 15, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 42,483 967 0.31% 0.31% 523 0 0.0% Q2 2026 Jul 15, 2026
Wallace Advisory Group, LLC History No change 42,200 961 0.9% 0.9% 524 0 0.0% Q2 2026 Aug 03, 2026
D.A. DAVIDSON & CO. History No change 41,958 955 0.01% 0.01% 525 0 0.0% Q2 2026 Jul 24, 2026
Florida Trust Wealth Management Co History No change 41,866 953 0.02% 0.02% 526 0 0.0% Q2 2026 Jul 27, 2026
GatePass Capital, LLC History No change 41,841 953 0.36% 0.36% 527 0 0.0% Q2 2026 Jul 30, 2026
Clifford Group, LLC History No change 41,592 947 0.65% 0.65% 528 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 41,224 939 0.03% 0.03% 529 0 0.0% Q2 2026 Jul 30, 2026
Cape Investment Advisory, Inc. History No change 40,232 916 0.24% 0.24% 530 0 0.0% Q2 2026 Jul 23, 2026
KKM Financial LLC History No change 40,253 916 0.13% 0.13% 531 0 0.0% Q2 2026 Aug 14, 2026
ANDERSON HOAGLAND & CO History No change 40,081 913 0.07% 0.07% 532 0 0.0% Q2 2026 Jul 06, 2026
SUTTON PLACE INVESTORS LLC History No change 39,833 907 0.44% 0.44% 533 0 0.0% Q2 2026 Aug 06, 2026
Paragon Private Wealth Management, LLC History No change 39,519 900 0.23% 0.23% 534 0 0.0% Q2 2026 Jul 28, 2026
EFG International AG History No change 39,292 895 0.02% 0.02% 535 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 39,142 891 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 10, 2026
Tennessee Valley Asset Management Partners History No change 38,902 886 0.1% 0.1% 537 0 0.0% Q2 2026 Aug 10, 2026
WEDBUSH SECURITIES INC History No change 38,726 882 0.02% 0.02% 538 0 0.0% Q2 2026 Jul 28, 2026
BANK OF MONTREAL /CAN/ History No change 38,649 880 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 12, 2026
PACIFIC FINANCIAL GROUP INC History No change 38,496 876 0.42% 0.42% 540 0 0.0% Q2 2026 Aug 13, 2026
MSH Capital Advisors LLC History No change 38,210 870 0.15% 0.15% 541 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 38,116 868 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 38,064 867 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 12, 2026
FLP Wealth Management, LLC History No change 37,791 860 1.53% 1.53% 544 0 0.0% Q2 2026 Jul 28, 2026
IHT Wealth Management, LLC History No change 37,443 852 0.02% 0.02% 545 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 37,388 851 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 13, 2026
Stelac Advisory Services LLC History No change 37,199 847 0.16% 0.16% 547 0 0.0% Q2 2026 Aug 10, 2026
WEALTHGARDEN F.S. LLC History No change 37,125 845 0.48% 0.48% 548 0 0.0% Q2 2026 Jul 31, 2026
Beacon Financial Advisory LLC History No change 36,803 838 0.16% 0.16% 549 0 0.0% Q2 2026 Aug 05, 2026
1ST SOURCE BANK History No change 36,526 832 0.04% 0.04% 550 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 36,481 831 0.0% 0.0% 551 0 0.0% Q2 2026 Jul 17, 2026
Hobbs Wealth Management, LLC History No change 36,101 822 0.69% 0.69% 552 0 0.0% Q2 2026 Aug 06, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 35,759 814 0.39% 0.39% 553 0 0.0% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History No change 35,396 806 0.05% 0.05% 554 0 0.0% Q2 2026 Aug 07, 2026
J.E. Simmons & Co., P.C. History No change 35,337 804 0.45% 0.45% 555 0 0.0% Q2 2026 Jul 15, 2026
Aspire Private Capital, LLC History No change 35,044 798 0.16% 0.16% 556 0 0.0% Q2 2026 Jul 15, 2026
Invera Wealth Advisors, LLC History No change 35,006 797 0.43% 0.43% 557 0 0.0% Q2 2026 Jul 29, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 34,730 791 0.21% 0.21% 558 0 0.0% Q2 2026 Jul 13, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 34,722 790 0.21% 0.21% 559 0 0.0% Q2 2026 Jul 13, 2026
CENTRAL TRUST Co History No change 34,381 783 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 31, 2026
M Holdings Securities, Inc. History No change 34,167 780 0.11% 0.11% 561 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 33,811 770 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 33,627 766 0.19% 0.19% 563 0 0.0% Q2 2026 Jul 21, 2026
Continuum Advisory, LLC History No change 33,587 765 0.06% 0.06% 564 0 0.0% Q2 2026 Aug 06, 2026
WORLD EQUITY GROUP, INC. History No change 33,388 760 0.17% 0.17% 565 0 0.0% Q2 2026 Jul 09, 2026
Waverly Advisors, LLC History No change 33,001 751 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 14, 2026
Sovereign Financial Group, Inc. History No change 32,552 741 0.11% 0.11% 567 0 0.0% Q2 2026 Jul 24, 2026
Resurgent Financial Advisors LLC History No change 32,478 739 0.21% 0.21% 568 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 32,231 734 0.03% 0.03% 569 0 0.0% Q2 2026 Aug 10, 2026
WealthTrak Capital Management LLC History No change 32,119 731 0.48% 0.48% 570 0 0.0% Q2 2026 Aug 04, 2026
Arlington Trust Co LLC History No change 31,361 714 0.06% 0.06% 571 0 0.0% Q2 2026 Jul 07, 2026
Magnolia Private Wealth, LLC History No change 31,266 712 0.39% 0.39% 572 0 0.0% Q2 2026 Aug 05, 2026
Financial Partners Group, Inc History No change 31,241 711 0.07% 0.07% 573 0 0.0% Q2 2026 Jul 23, 2026
Alteri Wealth LLC History No change 31,188 710 0.2% 0.2% 574 0 0.0% Q2 2026 Jul 29, 2026
Elevation Wealth Management LLC History No change 31,191 710 0.53% 0.53% 575 0 0.0% Q2 2026 Jul 29, 2026
VestGen Investment Management History No change 31,137 709 0.38% 0.38% 576 0 0.0% Q2 2026 Jul 31, 2026
Sigma Planning Corp History No change 31,113 708 0.02% 0.02% 577 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 31,097 708 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 29, 2026
Fiscal Wisdom Wealth Management, LLC History No change 30,416 692 0.59% 0.59% 579 0 0.0% Q2 2026 Jul 21, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 30,214 688 0.04% 0.04% 580 0 0.0% Q2 2026 Jul 31, 2026
Merkkuri Wealth Advisors LLC History No change 30,230 688 0.43% 0.43% 581 0 0.0% Q2 2026 Jul 27, 2026
GREENLEAF TRUST History No change 30,087 685 0.01% 0.01% 582 0 0.0% Q2 2026 Jul 21, 2026
Integrated Wealth Management History No change 30,101 685 0.72% 0.72% 583 0 0.0% Q2 2026 Aug 10, 2026
Noble Wealth Partners LLC History No change 29,945 682 0.59% 0.59% 584 0 0.0% Q2 2026 Jul 24, 2026
NORDEN GROUP LLC History No change 29,791 678 0.06% 0.06% 585 0 0.0% Q2 2026 Jul 29, 2026
Scarborough Advisors, LLC History No change 29,463 669 0.08% 0.08% 586 0 0.0% Q2 2026 Jul 21, 2026
Quotient Wealth Partners, LLC History No change 28,950 659 0.02% 0.02% 587 0 0.0% Q2 2026 Aug 03, 2026
GLR Partners, LLC History No change 27,840 634 0.3% 0.3% 588 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 27,747 632 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 27,410 624 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 27, 2026
Downshift Financial, LLC History No change 27,389 623 0.28% 0.28% 591 0 0.0% Q2 2026 Aug 12, 2026
Joel Adams & Associates, Inc. History No change 27,224 620 0.4% 0.4% 592 0 0.0% Q2 2026 Aug 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 27,189 619 0.12% 0.12% 593 0 0.0% Q2 2026 Aug 06, 2026
Wise Wealth Partners History No change 27,215 619 1.05% 1.05% 594 0 0.0% Q2 2026 Jul 28, 2026
Intelligence Driven Advisers, LLC History No change 27,110 617 0.1% 0.1% 595 0 0.0% Q2 2026 Aug 06, 2026
Kestra Investment Management, LLC History No change 27,114 617 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 05, 2026
Blue Capital, Inc. History No change 26,853 611 0.39% 0.39% 597 0 0.0% Q2 2026 Aug 11, 2026
Marble Wealth, LLC History No change 26,796 610 0.09% 0.09% 598 0 0.0% Q2 2026 Aug 07, 2026
Braun-Bostich & Associates Inc. History No change 26,605 606 0.34% 0.34% 599 0 0.0% Q2 2026 Jul 24, 2026
CIBC Bancorp USA Inc. History No change 26,599 605 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 13, 2026
OBSIDIAN CIO, LLC History No change 26,549 604 0.45% 0.45% 601 0 0.0% Q2 2026 Aug 03, 2026
Net Worth Advisory Group History No change 26,127 595 0.15% 0.15% 602 0 0.0% Q2 2026 Jul 13, 2026
Thrive Capital Management, LLC History No change 26,009 592 0.11% 0.11% 603 0 0.0% Q2 2026 Aug 05, 2026
Breakwater Investment Management History No change 25,932 590 0.2% 0.2% 604 0 0.0% Q2 2026 Aug 06, 2026
Bryn Mawr Trust Advisors, LLC History No change 25,898 589 0.03% 0.03% 605 0 0.0% Q2 2026 Aug 03, 2026
Darden Wealth Group Inc History No change 25,804 587 0.23% 0.23% 606 0 0.0% Q2 2026 Aug 06, 2026
CADINHA & CO LLC History No change 25,713 585 0.09% 0.09% 607 0 0.0% Q2 2026 Jul 28, 2026
FWG Investments, LLC. History No change 25,709 585 0.31% 0.31% 608 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 24,982 569 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 12, 2026
StoneX Group Inc. History No change 24,925 567 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 12, 2026
Precision Wealth Strategies, LLC History No change 24,584 560 0.17% 0.17% 611 0 0.0% Q2 2026 Aug 10, 2026
Avid Wealth Partners LLC History No change 24,621 560 0.27% 0.27% 612 0 0.0% Q2 2026 Aug 03, 2026
FOSTER & MOTLEY INC History No change 24,468 557 0.03% 0.03% 613 0 0.0% Q2 2026 Aug 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 24,357 554 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 07, 2026
TRUE BLUE FINANCIAL, LLC History No change 24,218 551 0.23% 0.23% 615 0 0.0% Q2 2026 Jul 17, 2026
HBK Sorce Advisory LLC History No change 24,314 547 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 06, 2026
Hara Capital LLC History No change 23,972 546 0.29% 0.29% 617 0 0.0% Q2 2026 Aug 11, 2026
Independent Advisor Alliance History No change 23,925 545 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 12, 2026
Garden State Investment Advisory Services LLC History No change 23,922 544 0.1% 0.1% 619 0 0.0% Q2 2026 Aug 11, 2026
BAM Wealth Management, LLC History No change 23,694 539 0.34% 0.34% 620 0 0.0% Q2 2026 Jul 14, 2026
Waterloo Capital, L.P. History No change 23,243 529 0.03% 0.03% 621 0 0.0% Q2 2026 Jul 29, 2026
ZENITH SOLUTIONS, INC. History No change 23,216 528 0.48% 0.48% 622 0 0.0% Q2 2026 Aug 03, 2026
Warner Group LLC History No change 23,028 524 0.13% 0.13% 623 0 0.0% Q2 2026 Jul 27, 2026
Van Hulzen Asset Management, LLC History No change 22,947 522 0.04% 0.04% 624 0 0.0% Q2 2026 Aug 13, 2026
Patten Group, Inc. History No change 22,839 520 0.08% 0.08% 625 0 0.0% Q2 2026 Aug 06, 2026
Kovack Advisors, Inc. History No change 22,844 518 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 28, 2026
Financial Network Wealth Advisors LLC History No change 22,684 516 0.52% 0.52% 627 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Partners, LLC History No change 22,583 514 0.12% 0.12% 628 0 0.0% Q2 2026 Jul 22, 2026
Clear Harbor Asset Management, LLC History No change 22,527 513 0.03% 0.03% 629 0 0.0% Q2 2026 Aug 12, 2026
Vermillion & White Wealth Management Group, LLC History No change 22,057 502 0.25% 0.25% 630 0 0.0% Q2 2026 Aug 18, 2026
DecisionMap Wealth Management, LLC History No change 22,026 501 0.28% 0.28% 631 0 0.0% Q2 2026 Jul 21, 2026
Total Clarity Wealth Management, Inc. History No change 21,976 500 0.1% 0.1% 632 0 0.0% Q2 2026 Jul 23, 2026
Midwest Trust Co History No change 21,828 497 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 04, 2026
DOLIVER ADVISORS, LP History Added to 22,228 486 0.11% 0.11% 634 +214 0.97% Q3 2026 Oct 01, 2026
Roundview Capital LLC History No change 21,341 486 0.03% 0.03% 635 0 0.0% Q2 2026 Jul 30, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 21,353 486 0.02% 0.02% 636 0 0.0% Q2 2026 Jul 27, 2026
Alliance Wealth Advisors, LLC /UT History No change 21,324 485 0.09% 0.09% 637 0 0.0% Q2 2026 Jul 23, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 21,290 484 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 10, 2026
TrustWell Financial Advisors, LLC History No change 21,264 484 0.41% 0.41% 639 0 0.0% Q2 2026 Jul 22, 2026
Marshall Financial Group, LLC History No change 21,222 483 0.07% 0.07% 640 0 0.0% Q2 2026 Jul 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 21,144 481 0.02% 0.02% 641 0 0.0% Q2 2026 Jul 23, 2026
Members Trust Co History No change 20,991 478 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 31, 2026
PETRA FINANCIAL ADVISORS INC History No change 20,960 477 0.22% 0.22% 643 0 0.0% Q2 2026 Jul 24, 2026
MONECO ADVISORS, LLC History No change 20,862 475 0.03% 0.03% 644 0 0.0% Q2 2026 Aug 11, 2026
BridgePort Financial Solutions, LLC History No change 20,813 474 0.12% 0.12% 645 0 0.0% Q2 2026 Jul 24, 2026
Third View Private Wealth, LLC History No change 20,775 473 0.06% 0.06% 646 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Family Advisors, LLC History No change 20,661 470 0.2% 0.2% 647 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 20,553 468 0.01% 0.01% 648 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 20,465 466 0.02% 0.02% 649 0 0.0% Q2 2026 Aug 13, 2026
HFG Wealth Management, LLC History No change 20,482 466 0.47% 0.47% 650 0 0.0% Q2 2026 Aug 12, 2026
KICKSTAND VENTURES, LLC. History No change 20,423 465 0.08% 0.08% 651 0 0.0% Q2 2026 Jul 30, 2026
Petix & Botte Co History No change 20,321 462 0.09% 0.09% 652 0 0.0% Q2 2026 Aug 04, 2026
Heritage Family Offices, LLP History No change 20,282 462 0.18% 0.18% 653 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 20,282 462 0.18% 0.18% 654 0 0.0% Q2 2026 Jul 06, 2026
Sculati Wealth Management, LLC History No change 20,206 457 0.15% 0.15% 655 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 19,978 455 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 28, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 19,947 454 0.08% 0.08% 657 0 0.0% Q2 2026 Aug 17, 2026
Cooper Financial Group History No change 19,616 446 0.04% 0.04% 658 0 0.0% Q2 2026 Jul 08, 2026
Destiny Wealth Partners, LLC History No change 19,910 446 0.06% 0.06% 659 0 0.0% Q2 2026 Aug 07, 2026
BLALOCK WILLIAMS, LLC History No change 19,609 446 0.29% 0.29% 660 0 0.0% Q2 2026 Aug 07, 2026
Accurate Wealth Management, LLC History No change 19,588 442 0.04% 0.04% 661 0 0.0% Q2 2026 Jul 14, 2026
Latitude Advisors, LLC History No change 19,370 441 0.18% 0.18% 662 0 0.0% Q2 2026 Jul 27, 2026
Steelhead Wealth Management LLC History No change 19,328 440 0.18% 0.18% 663 0 0.0% Q2 2026 Aug 13, 2026
Falcon Wealth Planning History No change 19,252 438 0.03% 0.03% 664 0 0.0% Q2 2026 Jul 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 19,130 435 0.04% 0.04% 665 0 0.0% Q2 2026 Jul 22, 2026
W ADVISORS, LLC History No change 18,944 431 0.2% 0.2% 666 0 0.0% Q2 2026 Jul 31, 2026
Elevated Financial Group LLC History No change 18,826 428 0.12% 0.12% 667 0 0.0% Q2 2026 Jul 22, 2026
Investment Advisory Group, LLC History No change 18,533 422 0.09% 0.09% 668 0 0.0% Q2 2026 Aug 06, 2026
Intrua Financial, LLC History No change 18,397 419 0.04% 0.04% 669 0 0.0% Q2 2026 Jul 24, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 18,192 414 0.04% 0.04% 670 0 0.0% Q2 2026 Jul 31, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 18,157 413 0.07% 0.07% 671 0 0.0% Q2 2026 Aug 14, 2026
Roof Eidam Maycock Peralta, LLC History No change 18,070 411 0.08% 0.08% 672 0 0.0% Q2 2026 Jul 24, 2026
Rinkey Investments History No change 18,057 411 0.1% 0.1% 673 0 0.0% Q2 2026 Jul 20, 2026
Qube Research & Technologies Ltd History No change 18,024 410 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 14, 2026
Three Bridge Wealth Advisors, LLC History No change 18,034 410 0.1% 0.1% 675 0 0.0% Q2 2026 Jul 27, 2026
Fulcrum Equity Management History No change 17,994 409 0.3% 0.3% 676 0 0.0% Q2 2026 Jul 09, 2026
Frisch Financial Group, Inc. History No change 17,785 405 0.07% 0.07% 677 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 17,691 403 0.09% 0.09% 678 0 0.0% Q2 2026 Jul 14, 2026
Raleigh Capital Management Inc. History No change 17,723 403 0.13% 0.13% 679 0 0.0% Q2 2026 Jul 21, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 18,160 397 0.0% 0.0% 680 +1,700 10.33% Q3 2026 Oct 05, 2026
Oregon Pacific Wealth Management, LLC History No change 17,259 393 0.37% 0.37% 681 0 0.0% Q2 2026 Jul 22, 2026
RHUMBLINE ADVISERS History No change 16,974 386 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 11, 2026
Stewardship Advisors, LLC History No change 16,878 384 0.08% 0.08% 683 0 0.0% Q2 2026 Jul 20, 2026
Venture Visionary Partners LLC History No change 16,818 383 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 27, 2026
GK Wealth Management LLC History No change 16,814 383 0.2% 0.2% 685 0 0.0% Q2 2026 Jul 07, 2026
Avantra Family Wealth, Inc. History No change 16,574 377 0.24% 0.24% 686 0 0.0% Q2 2026 Jul 29, 2026
Triumph Capital Management History No change 16,181 368 0.07% 0.07% 687 0 0.0% Q2 2026 Jul 20, 2026
Compound Planning, Inc. History No change 16,193 368 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 04, 2026
Legacy Edge Advisors, LLC History No change 16,043 365 0.03% 0.03% 689 0 0.0% Q2 2026 Aug 11, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 16,424 359 0.07% 0.06% 690 +3,449 26.58% Q3 2026 Oct 05, 2026
Ares Financial Consulting, LLC History No change 15,722 358 0.26% 0.26% 691 0 0.0% Q2 2026 Jul 09, 2026
Vantage Point Financial LLC History No change 15,687 357 0.11% 0.11% 692 0 0.0% Q2 2026 Aug 14, 2026
Atomic Invest LLC History No change 15,635 357 0.03% 0.03% 693 0 0.0% Q2 2026 Sep 25, 2026
CAHILL FINANCIAL ADVISORS INC History No change 15,592 355 0.03% 0.03% 694 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 15,617 355 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 07, 2026
KM Capital Management Ltd. History No change 15,618 355 0.17% 0.17% 696 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 15,551 354 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 04, 2026
Lloyd Advisory Services, LLC. History No change 15,325 349 0.14% 0.14% 698 0 0.0% Q2 2026 Aug 07, 2026
Collaborative Wealth Managment Inc. History No change 15,256 347 0.15% 0.15% 699 0 0.0% Q2 2026 Aug 05, 2026
GWN SECURITIES INC. History No change 15,137 344 0.06% 0.06% 700 0 0.0% Q2 2026 Aug 05, 2026
SageView Advisory Group, LLC History No change 15,062 343 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 10, 2026
Indivisible Partners History No change 14,993 341 0.02% 0.02% 702 0 0.0% Q2 2026 Aug 04, 2026
Elevated Capital Advisors, LLC History No change 14,893 339 0.09% 0.09% 703 0 0.0% Q2 2026 Aug 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 14,913 337 0.02% 0.02% 704 0 0.0% Q2 2026 Jul 22, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 14,791 336 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 14, 2026
Paladin Advisory Group, LLC History No change 14,646 333 0.22% 0.22% 706 0 0.0% Q2 2026 Jul 28, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 14,649 333 0.09% 0.09% 707 0 0.0% Q2 2026 Jul 09, 2026
OMNI 360 Wealth, Inc. History No change 14,560 331 0.15% 0.15% 708 0 0.0% Q2 2026 Jul 13, 2026
CAP Partners, LLC History No change 14,442 328 0.16% 0.16% 709 0 0.0% Q2 2026 Jul 30, 2026
Gilliland Jeter Wealth Management LLC History No change 14,437 328 0.09% 0.09% 710 0 0.0% Q2 2026 Jul 29, 2026
VICTORY FINANCIAL GROUP, LLC History No change 14,406 328 0.03% 0.03% 711 0 0.0% Q2 2026 Jul 28, 2026
DAGCO, INC. History No change 14,365 327 0.06% 0.06% 712 0 0.0% Q2 2026 Jul 10, 2026
Berger Financial Group, Inc History No change 14,298 325 0.02% 0.02% 713 0 0.0% Q2 2026 Aug 04, 2026
Forthright Family Wealth Advisory LLC History No change 14,241 324 0.18% 0.18% 714 0 0.0% Q2 2026 Jul 16, 2026
Fourth Dimension Wealth, LLC History No change 14,260 324 0.1% 0.1% 715 0 0.0% Q2 2026 Jul 31, 2026
LVW Advisors, LLC History No change 14,106 321 0.03% 0.03% 716 0 0.0% Q2 2026 Jul 15, 2026
Stirlingshire Investments, Inc. History No change 14,127 321 0.24% 0.24% 717 0 0.0% Q2 2026 Jul 31, 2026
Impact Partnership Wealth, LLC History No change 14,122 321 0.03% 0.03% 718 0 0.0% Q2 2026 Jul 29, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History No change 13,957 318 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 12, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 13,834 315 0.03% 0.03% 720 0 0.0% Q2 2026 Aug 10, 2026
Johnson Financial Group, LLC History No change 13,829 315 0.02% 0.02% 721 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 13,678 311 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 29, 2026
HUNTINGTON NATIONAL BANK History No change 13,552 308 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 13, 2026
LiftPoint Family Wealth Advisors LLC History No change 13,534 308 0.21% 0.21% 724 0 0.0% Q2 2026 Aug 05, 2026
Lantern Wealth Advisors, LLC History No change 13,502 307 0.14% 0.14% 725 0 0.0% Q2 2026 Jul 28, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 13,431 305 0.06% 0.06% 726 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 13,377 304 0.08% 0.08% 727 0 0.0% Q2 2026 Aug 07, 2026
Seneca Financial Advisors LLC History No change 13,382 304 0.08% 0.08% 728 0 0.0% Q2 2026 Jul 27, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 13,316 303 0.46% 0.46% 729 0 0.0% Q2 2026 Jul 16, 2026
NOVUS ADVISORS, LLC History No change 13,331 303 0.63% 0.63% 730 0 0.0% Q2 2026 Jul 27, 2026
GDS Wealth Management History No change 13,274 302 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 13, 2026
PUREfi Wealth, LLC History No change 13,242 301 0.17% 0.17% 732 0 0.0% Q2 2026 Jul 27, 2026
MEYER HANDELMAN CO History No change 13,131 299 0.01% 0.01% 733 0 0.0% Q2 2026 Aug 03, 2026
Quartz Partners, LLC History No change 12,836 292 0.1% 0.1% 734 0 0.0% Q2 2026 Aug 10, 2026
Leading Edge Financial Planning LLC History No change 12,841 292 0.05% 0.05% 735 0 0.0% Q2 2026 Aug 06, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 12,829 292 0.02% 0.02% 736 0 0.0% Q2 2026 Jul 28, 2026
Pine Valley Investments Ltd Liability Co History No change 12,792 291 0.01% 0.01% 737 0 0.0% Q2 2026 Jul 24, 2026
Midwest Financial Network, LLC History No change 12,799 291 0.2% 0.2% 738 0 0.0% Q2 2026 Jul 07, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 12,739 290 0.03% 0.03% 739 0 0.0% Q2 2026 Jul 10, 2026
BLAIR WILLIAM & CO/IL History No change 12,693 289 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 12,600 287 0.0% 0.0% 741 0 0.0% Q2 2026 Sep 02, 2026
CV Advisors LLC History No change 12,584 285 0.05% 0.05% 742 0 0.0% Q2 2026 Jul 21, 2026
Ballast Rock Private Wealth LLC History No change 12,456 283 0.13% 0.13% 743 0 0.0% Q2 2026 Aug 10, 2026
BFSG, LLC History No change 12,406 282 0.02% 0.02% 744 0 0.0% Q2 2026 Jul 20, 2026
Sand Hill Global Advisors, LLC History No change 12,335 280 0.01% 0.01% 745 0 0.0% Q2 2026 Aug 11, 2026
Aberdeen Group plc History No change 12,316 280 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 31, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 12,300 280 0.1% 0.1% 747 0 0.0% Q2 2026 Aug 07, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 12,306 280 0.16% 0.16% 748 0 0.0% Q2 2026 Aug 10, 2026
Sterling Investment Counsel, LLC History No change 12,182 277 0.07% 0.07% 749 0 0.0% Q2 2026 Jul 20, 2026
IRON Financial LLC History No change 12,100 275 0.11% 0.11% 750 0 0.0% Q2 2026 Jul 22, 2026
EverSource Wealth Advisors, LLC History No change 12,078 275 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 24, 2026
Astoria Portfolio Advisors LLC. History No change 12,031 274 0.05% 0.05% 752 0 0.0% Q2 2026 Jul 28, 2026
ROTHSCHILD INVESTMENT LLC History No change 11,983 272 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 06, 2026
PSI Advisors, LLC History No change 11,921 271 0.06% 0.06% 754 0 0.0% Q2 2026 Aug 03, 2026
Americana Partners, LLC History No change 11,869 270 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 05, 2026
4J Wealth Management LLC History No change 11,815 269 0.13% 0.13% 756 0 0.0% Q2 2026 Jul 21, 2026
Merited Wealth, LLC History No change 11,740 267 0.19% 0.19% 757 0 0.0% Q2 2026 Aug 14, 2026
SELDON CAPITAL LP History No change 11,600 264 0.08% 0.08% 758 0 0.0% Q2 2026 Aug 14, 2026
Key Capital Management, INC History No change 11,614 264 0.14% 0.14% 759 0 0.0% Q2 2026 Jul 27, 2026
TRUE Private Wealth Advisors History No change 11,586 263 0.02% 0.02% 760 0 0.0% Q2 2026 Jul 23, 2026
Stonebridge Financial Group, LLC/CA History No change 11,490 261 0.04% 0.04% 761 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 11,452 260 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 24, 2026
Rossby Financial, LCC History No change 11,453 260 0.05% 0.05% 763 0 0.0% Q2 2026 Aug 04, 2026
Leslie Global Wealth, LLC History No change 11,401 259 0.1% 0.1% 764 0 0.0% Q2 2026 Jul 21, 2026
STABLEFORD CAPITAL II LLC History No change 11,204 255 0.09% 0.09% 765 0 0.0% Q2 2026 Jul 06, 2026
Tidemark, LLC History No change 11,163 254 0.06% 0.06% 766 0 0.0% Q2 2026 Aug 10, 2026
TrueWealth Advisors, LLC History No change 11,018 250 0.06% 0.06% 767 0 0.0% Q2 2026 Jul 08, 2026
BROWN BROTHERS HARRIMAN & CO History No change 10,894 248 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 12, 2026
Syntegra Private Wealth Group, LLC History No change 10,736 244 0.02% 0.02% 769 0 0.0% Q2 2026 Jul 15, 2026
Prasad Wealth Partners, LLC History No change 10,706 243 0.06% 0.06% 770 0 0.0% Q2 2026 Jul 29, 2026
Axis Wealth Partners, LLC History No change 10,680 243 0.12% 0.12% 771 0 0.0% Q2 2026 Jul 28, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 10,495 239 0.09% 0.09% 772 0 0.0% Q2 2026 Jul 09, 2026
GC Wealth Management RIA, LLC History No change 10,452 238 0.01% 0.01% 773 0 0.0% Q2 2026 Jul 16, 2026
American Trust History No change 10,407 237 0.02% 0.02% 774 0 0.0% Q2 2026 Aug 14, 2026
Hickory Point Bank & Trust History No change 10,877 237 0.14% 0.15% 775 0 0.0% Q3 2026 Oct 01, 2026
KFG WEALTH MANAGEMENT, LLC History No change 10,345 235 0.03% 0.03% 776 0 0.0% Q2 2026 Jul 22, 2026
GAMMA Investing LLC History No change 10,336 235 0.01% 0.01% 777 0 0.0% Q2 2026 Jul 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 10,300 234 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 14, 2026
Bellwether Advisors, LLC History No change 10,246 233 0.03% 0.03% 779 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 10,186 232 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 10,160 231 0.0% 0.0% 781 0 0.0% Q2 2026 Jul 28, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 10,175 231 0.03% 0.03% 782 0 0.0% Q2 2026 Jul 09, 2026
Rialto Wealth Management, LLC History No change 10,113 230 0.05% 0.05% 783 0 0.0% Q2 2026 Aug 11, 2026
ASL Financial, LLC History No change 10,032 228 0.16% 0.16% 784 0 0.0% Q2 2026 Jul 21, 2026
Flatrock Wealth Partners LLC History No change 10,025 228 0.09% 0.09% 785 0 0.0% Q2 2026 Aug 14, 2026
Spinnaker Investment Group, LLC History No change 9,982 227 0.04% 0.04% 786 0 0.0% Q2 2026 Jul 10, 2026
NewEdge Wealth, LLC History No change 9,962 226 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 10, 2026
Williams Jones Wealth Management, LLC. History No change 9,905 225 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 05, 2026
Modera Wealth Management, LLC History No change 9,724 221 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 03, 2026
Mosley Wealth Management History No change 9,708 221 0.07% 0.07% 790 0 0.0% Q2 2026 Jul 23, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 9,665 220 0.03% 0.03% 791 0 0.0% Q2 2026 Aug 14, 2026
NORTHLAND SECURITIES, INC. History No change 9,600 218 0.13% 0.13% 792 0 0.0% Q2 2026 Aug 04, 2026
Columbia River Financial Group, LLC History No change 9,557 217 0.12% 0.12% 793 0 0.0% Q2 2026 Aug 13, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 9,509 216 0.12% 0.12% 794 0 0.0% Q2 2026 Aug 05, 2026
Sanchez Gaunt Capital Management, LLC History No change 9,500 216 0.12% 0.12% 795 0 0.0% Q2 2026 Aug 14, 2026
Alta Wealth Advisors LLC History No change 9,443 215 0.06% 0.06% 796 0 0.0% Q2 2026 Jul 30, 2026
Apella Capital, LLC History No change 9,472 214 0.0% 0.0% 797 0 0.0% Q2 2026 Jul 08, 2026
LFG Wealth Partners, LLC History No change 9,364 213 0.1% 0.1% 798 0 0.0% Q2 2026 Aug 04, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History No change 9,300 211 0.16% 0.16% 799 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisor Network LLC History No change 9,266 211 0.26% 0.26% 800 0 0.0% Q2 2026 Aug 13, 2026
Costello Asset Management, INC History No change 9,169 208 0.06% 0.06% 801 0 0.0% Q2 2026 Jul 28, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 9,136 208 0.01% 0.01% 802 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 9,097 207 0.03% 0.03% 803 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 9,053 206 0.01% 0.01% 804 0 0.0% Q2 2026 Jul 21, 2026
Embree Financial Group History No change 8,966 204 0.02% 0.02% 805 0 0.0% Q2 2026 Jul 15, 2026
PROFFITT & GOODSON INC History No change 8,933 203 0.03% 0.03% 806 0 0.0% Q2 2026 Jul 22, 2026
Baker Avenue Asset Management, LP History No change 8,885 202 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 28, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 8,500 193 0.1% 0.1% 808 0 0.0% Q2 2026 Aug 13, 2026
Imprint Wealth LLC History No change 7,941 180 0.73% 0.73% 809 0 0.0% Q2 2026 Aug 14, 2026
ALBION FINANCIAL GROUP /UT History No change 7,590 172 0.01% 0.01% 810 0 0.0% Q2 2026 Jul 22, 2026
LifeSteps Financial, Inc. History No change 7,581 172 0.08% 0.08% 811 0 0.0% Q2 2026 Jul 17, 2026
Independence Bank of Kentucky History No change 7,324 166 0.02% 0.02% 812 0 0.0% Q2 2026 Jul 13, 2026
New Republic Capital, LLC History No change 6,909 157 0.04% 0.04% 813 0 0.0% Q2 2026 Jul 31, 2026
First Pacific Financial History No change 6,872 156 0.02% 0.02% 814 0 0.0% Q2 2026 Jul 20, 2026
Signature Resources Capital Management, LLC History No change 6,454 147 0.06% 0.06% 815 0 0.0% Q2 2026 Jul 13, 2026
NBT BANK, N.A. History No change 6,349 144 0.01% 0.01% 816 0 0.0% Q2 2026 Jul 29, 2026
Buck Wealth Strategies, LLC History No change 6,160 140 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 30, 2026
ADIRONDACK TRUST CO History No change 5,647 128 0.04% 0.04% 818 0 0.0% Q2 2026 Jul 16, 2026
Signature Equity Partners, LLC History No change 5,246 119 0.05% 0.05% 819 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 4,977 113 0.01% 0.01% 820 0 0.0% Q2 2026 Aug 13, 2026
Pflug Koory, LLC History No change 4,953 112 0.04% 0.04% 821 0 0.0% Q2 2026 Jul 21, 2026
Vanguard National Trust Co History No change 4,881 111 0.01% 0.01% 822 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 4,530 102 0.0% 0.0% 823 0 0.0% Q2 2026 Jul 27, 2026
Realta Investment Advisors History No change 4,430 100 0.03% 0.03% 824 0 0.0% Q2 2026 Jul 20, 2026
Bogart Wealth, LLC History No change 4,355 99 0.0% 0.0% 825 0 0.0% Q2 2026 Jul 24, 2026
Beaird Harris Wealth Management, LLC History No change 4,320 98 0.01% 0.01% 826 0 0.0% Q2 2026 Jul 08, 2026
Caldwell Trust Co History No change 4,229 96 0.01% 0.01% 827 0 0.0% Q2 2026 Aug 03, 2026
Wilmington Savings Fund Society, FSB History No change 4,106 93 0.0% 0.0% 828 0 0.0% Q2 2026 Jul 28, 2026
WELLINGTON-ALTUS USA INC. History No change 4,000 91 0.06% 0.06% 829 0 0.0% Q2 2026 Sep 17, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 3,994 90 0.05% 0.05% 830 0 0.0% Q2 2026 Jul 21, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 3,916 89 0.04% 0.04% 831 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 3,862 87 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 12, 2026
Quest 10 Wealth Builders, Inc. History No change 3,831 87 0.07% 0.07% 833 0 0.0% Q2 2026 Jul 24, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 3,532 80 0.02% 0.02% 834 0 0.0% Q2 2026 Sep 02, 2026
AlphaCore Capital LLC History No change 3,495 79 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 06, 2026
SIMA Wealth Partners, LLC History No change 3,435 78 0.06% 0.06% 836 0 0.0% Q2 2026 Jul 28, 2026
Towne Trust Company, N.A History No change 3,417 77 0.02% 0.02% 837 0 0.0% Q2 2026 Jul 30, 2026
TRUST CO OF VERMONT History No change 3,399 77 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 3,327 75 0.01% 0.01% 839 0 0.0% Q2 2026 Jul 07, 2026
FINANCIAL CONSULATE, INC History No change 3,270 74 0.01% 0.01% 840 0 0.0% Q2 2026 Jul 23, 2026
Ascentis Independent Advisors History No change 3,275 74 0.2% 0.2% 841 0 0.0% Q2 2026 Aug 04, 2026
FAS Wealth Partners, Inc. History No change 2,918 66 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 29, 2026
First PREMIER Bank History No change 2,885 66 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 15, 2026
Cherry Tree Wealth Management, LLC History No change 2,893 65 0.01% 0.01% 844 0 0.0% Q2 2026 Sep 15, 2026
Medallion Wealth Advisors, LLC History No change 2,327 60 0.02% 0.02% 845 0 0.0% Q2 2026 Aug 14, 2026
Piscataqua Savings Bank History No change 2,607 59 0.04% 0.04% 846 0 0.0% Q2 2026 Jul 09, 2026
Kilter Group LLC History No change 2,448 55 0.02% 0.02% 847 0 0.0% Q2 2026 Aug 11, 2026
YANKCOM Partnership History No change 2,403 54 0.02% 0.02% 848 0 0.0% Q2 2026 Jul 21, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 2,338 53 0.03% 0.03% 849 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 2,264 51 0.01% 0.01% 850 0 0.0% Q2 2026 Jul 22, 2026
Bravera Wealth History No change 2,151 49 0.02% 0.02% 851 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 2,101 47 0.0% 0.0% 852 0 0.0% Q2 2026 Jul 23, 2026
Glen Eagle Advisors, LLC History No change 2,099 47 0.01% 0.01% 853 0 0.0% Q2 2026 Aug 14, 2026
TOMPKINS FINANCIAL CORP History Added to 2,126 46 0.0% 0.0% 854 +1,970 1262.82% Q3 2026 Oct 05, 2026
Avion Wealth History No change 2,047 46 0.01% 0.01% 855 0 0.0% Q2 2026 Jul 31, 2026
Hilton Head Capital Partners, LLC History No change 1,998 45 0.02% 0.02% 856 0 0.0% Q2 2026 Jul 27, 2026
Canton Hathaway, LLC History No change 1,950 44 0.01% 0.01% 857 0 0.0% Q2 2026 Aug 05, 2026
Decker Retirement Planning Inc. History No change 1,881 42 0.01% 0.01% 858 0 0.0% Q2 2026 Jul 16, 2026
Birchwood Financial Partners, Inc. History No change 1,827 41 0.03% 0.03% 859 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 1,777 40 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 11, 2026
Guardian Partners Inc. History No change 1,770 40 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 29, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,694 38 0.0% 0.0% 862 0 0.0% Q2 2026 Jul 14, 2026
Dunhill Financial, LLC History No change 1,671 38 0.01% 0.01% 863 0 0.0% Q2 2026 Aug 07, 2026
WealthCollab, LLC History No change 1,678 38 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 1,602 36 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 14, 2026
Owl Creek Wealth Partners LLC History No change 1,573 35 0.01% 0.01% 866 0 0.0% Q2 2026 Jul 20, 2026
VANGUARD ADVISERS INC History No change 1,499 34 0.0% 0.0% 867 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 1,534 34 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History No change 1,501 34 0.02% 0.02% 869 0 0.0% Q2 2026 Aug 13, 2026
Park Place Capital Corp History No change 1,455 33 0.01% 0.01% 870 0 0.0% Q2 2026 Aug 13, 2026
United Financial Planning Group LLC History No change 1,478 33 0.02% 0.02% 871 0 0.0% Q2 2026 Aug 06, 2026
Strive Financial Group ,LLC History No change 1,403 31 0.01% 0.01% 872 0 0.0% Q2 2026 Aug 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,250 28 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 03, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,196 27 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 1,162 26 0.01% 0.01% 875 0 0.0% Q2 2026 Aug 13, 2026
S&T BANK/PA History No change 1,081 24 0.01% 0.01% 876 0 0.0% Q2 2026 Aug 12, 2026
MONTAG A & ASSOCIATES INC History No change 1,031 23 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 05, 2026
Millstone Evans Group, LLC History No change 1,014 23 0.01% 0.01% 878 0 0.0% Q2 2026 Aug 11, 2026
Investors Research Corp History No change 996 22 0.0% 0.0% 879 0 0.0% Q2 2026 Jul 10, 2026
NFSG Corp History No change 1,000 22 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 14, 2026
Montgomery Financial Services LLC History No change 976 22 0.02% 0.02% 881 0 0.0% Q2 2026 Aug 12, 2026
Washington Trust Advisors, Inc. History No change 965 21 0.0% 0.0% 882 0 0.0% Q2 2026 Jul 29, 2026
Register Financial Advisors LLC History No change 932 21 0.01% 0.01% 883 0 0.0% Q2 2026 Jul 15, 2026
Aventura Private Wealth, LLC History No change 924 21 0.01% 0.01% 884 0 0.0% Q2 2026 Jul 15, 2026
Your Advocates Ltd., LLP History No change 873 19 0.01% 0.01% 885 0 0.0% Q2 2026 Aug 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 772 17 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 27, 2026
BankPlus Trust Department History No change 785 17 0.0% 0.0% 887 0 0.0% Q2 2026 Jul 28, 2026
Allied Private Wealth LLC History No change 773 17 0.01% 0.01% 888 0 0.0% Q2 2026 Jul 09, 2026
SIGNATUREFD, LLC History No change 727 16 0.0% 0.0% 889 0 0.0% Q2 2026 Jul 23, 2026
REAP Financial Group, LLC History No change 744 16 0.0% 0.0% 890 0 0.0% Q2 2026 Aug 04, 2026
BARRETT & COMPANY, INC. History No change 692 15 0.0% 0.0% 891 0 0.0% Q2 2026 Jul 24, 2026
Rosenberg Matthew Hamilton History Reduced 677 14 0.0% 0.0% 895 -124 -15.48% Q3 2026 Oct 05, 2026
First Bancorp, Inc /ME/ History No change 638 14 0.01% 0.01% 892 0 0.0% Q2 2026 Aug 11, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 619 14 0.01% 0.01% 893 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 623 14 0.0% 0.0% 894 0 0.0% Q2 2026 Aug 14, 2026
Networth Advisors, LLC History No change 643 14 0.01% 0.01% 896 0 0.0% Q2 2026 Jul 22, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 590 13 0.0% 0.0% 897 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 577 13 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 11, 2026
Prudent Man Investment Management, Inc. History No change 575 13 0.0% 0.0% 899 0 0.0% Q2 2026 Jul 28, 2026
Cordant, Inc. History No change 556 12 0.0% 0.0% 900 0 0.0% Q2 2026 Jul 14, 2026
MTM Investment Management, LLC History No change 527 12 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 03, 2026
Strategic Investment Solutions, Inc. /IL History No change 539 12 0.0% 0.0% 902 0 0.0% Q2 2026 Jul 08, 2026
SYNTAX RESEARCH, INC. History No change 496 11 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 31, 2026
West Branch Capital LLC History No change 447 10 0.0% 0.0% 904 0 0.0% Q2 2026 Jul 10, 2026
Nova Wealth Management, Inc. History No change 478 10 0.01% 0.01% 905 0 0.0% Q2 2026 Jul 13, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 447 10 0.01% 0.01% 906 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 451 10 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 12, 2026
BAYBAN History No change 434 9 0.01% 0.01% 908 0 0.0% Q2 2026 Jul 30, 2026
Kroeger Financial Partners History No change 420 9 0.01% 0.01% 909 0 0.0% Q2 2026 Jul 27, 2026
Godfrey Financial Associates, Inc. History No change 395 8 0.01% 0.01% 910 0 0.0% Q2 2026 Aug 11, 2026
PITTENGER & ANDERSON INC History No change 325 7 0.0% 0.0% 911 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Planning Services, Inc. History No change 331 7 0.0% 0.0% 912 0 0.0% Q2 2026 Aug 07, 2026
SOA Wealth Advisors, LLC. History No change 332 7 0.0% 0.0% 913 0 0.0% Q2 2026 Jul 21, 2026
Nemes Rush Group LLC History No change 308 7 0.0% 0.0% 914 0 0.0% Q2 2026 Aug 14, 2026
Fairscale Capital, LLC History No change 330 7 0.0% 0.0% 915 0 0.0% Q2 2026 Aug 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 300 6 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 05, 2026
VIMA LLC History No change 282 6 0.01% 0.01% 917 0 0.0% Q2 2026 Jul 24, 2026
WestEnd Advisors, LLC History No change 242 5 0.0% 0.0% 918 0 0.0% Q2 2026 Jul 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 261 5 0.0% 0.0% 919 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 249 5 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 12, 2026
Anchor Investment Management, LLC History No change 252 5 0.0% 0.0% 921 0 0.0% Q2 2026 Sep 15, 2026
Rossmore Private Capital History No change 222 5 0.0% 0.0% 922 0 0.0% Q2 2026 Jul 31, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 228 5 0.0% 0.0% 923 0 0.0% Q2 2026 Jul 24, 2026
KERR FINANCIAL PLANNING Corp History No change 222 5 0.01% 0.01% 924 0 0.0% Q2 2026 Jul 02, 2026
Advocate Investing Services LLC History No change 249 5 0.0% 0.0% 925 0 0.0% Q2 2026 Jul 28, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 254 5 0.0% 0.0% 926 0 0.0% Q2 2026 Aug 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 212 4 0.0% 0.0% 927 0 0.0% Q2 2026 Jul 08, 2026
Heritage Wealth Advisors History No change 185 4 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 182 4 0.0% 0.0% 929 0 0.0% Q2 2026 Aug 03, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 202 4 0.0% 0.0% 930 0 0.0% Q2 2026 Aug 07, 2026
HAZLETT, BURT & WATSON, INC. History No change 113 3 0.0% 0.0% 931 0 0.0% Q2 2026 Jul 30, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 147 3 0.0% 0.0% 932 0 0.0% Q2 2026 Jul 24, 2026
SouthState Bank Corp History No change 171 3 0.0% 0.0% 933 0 0.0% Q2 2026 Aug 06, 2026
MOTCO History No change 147 3 0.0% 0.0% 934 0 0.0% Q2 2026 Jul 31, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 171 3 0.0% 0.0% 935 0 0.0% Q2 2026 Aug 03, 2026
Financial Gravity Companies, Inc. History No change 154 3 0.0% 0.0% 936 0 0.0% Q2 2026 Aug 05, 2026
N.E.W. Advisory Services LLC History No change 169 3 0.0% 0.0% 937 0 0.0% Q2 2026 Aug 06, 2026
Richard W. Paul & Associates, LLC History No change 166 3 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 10, 2026
Reyes Financial Architecture, Inc. History No change 170 3 0.0% 0.0% 939 0 0.0% Q2 2026 Jul 16, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 161 3 0.0% 0.0% 940 0 0.0% Q2 2026 Aug 13, 2026
HOWE & RUSLING INC History No change 101 2 0.0% 0.0% 941 0 0.0% Q2 2026 Aug 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 100 2 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 13, 2026
Davis Capital Management History No change 93 2 0.0% 0.0% 943 0 0.0% Q2 2026 Jul 16, 2026
DHJJ Financial Advisors, Ltd. History No change 96 2 0.0% 0.0% 944 0 0.0% Q2 2026 Jul 24, 2026
Morton Brown Family Wealth, LLC History No change 113 2 0.0% 0.0% 945 0 0.0% Q2 2026 Jul 21, 2026
LRI Investments, LLC History No change 122 2 0.0% 0.0% 946 0 0.0% Q2 2026 Jul 14, 2026
Keating Financial Advisory Services, Inc. History No change 128 2 0.0% 0.0% 947 0 0.0% Q2 2026 Aug 11, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 54 1 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 14, 2026
Eukles Asset Management History No change 57 1 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 05, 2026
Kozak & Associates, Inc. History No change 79 1 0.0% 0.0% 950 0 0.0% Q2 2026 Jul 02, 2026
CARDIFF PARK ADVISORS, LLC History No change 55 1 0.0% 0.0% 951 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History No change 71 1 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 28, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -92 -100.0% Q3 2026 Oct 05, 2026
ALERUS FINANCIAL NA History No change 21 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 37 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Community Financial Services Group, LLC History No change 44 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Concord Wealth Partners History No change 4 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Fortis Group Advisors, LLC History No change 39 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
RMG Wealth Management LLC History No change 27 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Delos Wealth Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Integrity Financial Corp /WA History No change 11 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Aspect Partners, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Meramec Financial Planners, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Sunrise Financial Services, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Oakmont Advisory Group, LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 03, 2026