iSHARES TRUST - HDV

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 20,579,379 564,080 0.04% 0.04% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 17,370,883 476,135 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 16,884,985 462,817 0.1% 0.1% 3 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 7,979,758 218,725 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,470,281 199,546 0.07% 0.07% 5 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 7,016,198 192,313 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 6,638,509 183,820 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 6,282,053 174,938 0.07% 0.07% 8 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 6,338,436 173,736 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 6,135,794 168,182 0.04% 0.04% 10 0 0.0% Q2 2026 Sep 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,529,592 124,156 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 4,486,897 122,986 0.24% 0.24% 12 0 0.0% Q2 2026 Aug 05, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 3,569,010 100,824 3.62% 3.62% 13 0 0.0% Q2 2026 Jul 23, 2026
Cetera Investment Advisers History No change 3,542,948 97,112 0.09% 0.09% 14 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 3,340,337 91,558 0.27% 0.27% 15 0 0.0% Q2 2026 Aug 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 3,178,190 87,114 0.11% 0.11% 16 0 0.0% Q2 2026 Jul 29, 2026
BlackRock, Inc. History No change 3,147,076 86,261 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 2,959,921 81,085 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 2,883,622 79,040 0.09% 0.09% 19 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 2,535,010 69,484 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 2,307,284 63,242 3.43% 3.43% 21 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 2,145,662 58,815 0.06% 0.06% 22 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 2,088,507 57,248 0.07% 0.07% 23 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 2,050,948 56,216 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 1,721,703 47,191 0.1% 0.1% 25 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 1,490,723 40,860 0.21% 0.21% 26 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 1,377,900 37,768 0.03% 0.03% 27 0 0.0% Q2 2026 Sep 02, 2026
Private Advisor Group, LLC History No change 1,361,188 37,310 0.17% 0.17% 28 0 0.0% Q2 2026 Jul 27, 2026
Townsend & Associates, Inc History No change 1,311,868 36,968 3.15% 3.15% 29 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 1,219,092 33,415 0.6% 0.6% 30 0 0.0% Q2 2026 Jul 20, 2026
REGIMEN WEALTH, LLC History No change 1,203,858 32,997 8.89% 8.89% 31 0 0.0% Q2 2026 Aug 05, 2026
SBI Securities Co., Ltd. History No change 1,180,822 32,366 0.74% 0.74% 32 0 0.0% Q2 2026 Jul 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,151,334 31,891 0.05% 0.05% 33 0 0.0% Q2 2026 Jul 15, 2026
Kestra Advisory Services, LLC History No change 1,101,619 30,195 0.1% 0.1% 34 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,080,660 29,620 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 1,016,944 27,874 0.19% 0.19% 36 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 992,912 27,216 0.06% 0.06% 37 0 0.0% Q2 2026 Jul 27, 2026
VAUGHAN & Co SECURITIES, INC. History No change 910,132 24,946 11.63% 11.63% 38 0 0.0% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History No change 894,746 24,524 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 13, 2026
SWEENEY & MICHEL, LLC History No change 836,134 24,063 6.32% 6.32% 40 0 0.0% Q2 2026 Aug 10, 2026
Simmons Bank History No change 872,596 23,917 1.36% 1.36% 41 0 0.0% Q2 2026 Jul 31, 2026
Atwater Malick LLC History No change 860,904 23,597 5.14% 5.14% 42 0 0.0% Q2 2026 Jul 27, 2026
Kohmann Bosshard Financial Services, LLC History No change 845,826 23,184 1.97% 1.97% 43 0 0.0% Q2 2026 Jul 14, 2026
STIFEL FINANCIAL CORP History No change 842,993 23,106 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 826,398 22,651 0.04% 0.04% 45 0 0.0% Q2 2026 Aug 05, 2026
HB Wealth Management, LLC History No change 819,098 22,451 0.13% 0.13% 46 0 0.0% Q2 2026 Jul 29, 2026
Wharton Business Group, LLC History No change 799,575 21,916 0.73% 0.73% 47 0 0.0% Q2 2026 Aug 10, 2026
Waverly Advisors, LLC History No change 791,070 21,683 0.13% 0.13% 48 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 765,835 20,991 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 692,567 18,983 0.12% 0.12% 50 0 0.0% Q2 2026 Sep 08, 2026
Cerity Partners LLC History No change 684,558 18,763 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 14, 2026
Columbia River Financial Group, LLC History No change 632,009 17,323 9.3% 9.3% 52 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 622,619 17,065 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
McElhenny Sheffield Capital Management, LLC History No change 620,715 17,013 4.21% 4.21% 54 0 0.0% Q2 2026 Jul 22, 2026
HighTower Advisors, LLC History No change 608,957 16,691 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History No change 594,785 16,303 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
Lantz Financial LLC History No change 585,336 16,044 2.94% 2.94% 57 0 0.0% Q2 2026 Jul 09, 2026
Adirondack Capital Advisors, LLC History No change 570,043 15,624 8.38% 8.38% 58 0 0.0% Q2 2026 Jul 10, 2026
GLENMEDE TRUST CO NA History No change 532,000 14,582 0.06% 0.06% 59 0 0.0% Q2 2026 Aug 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 503,597 13,806 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 13, 2026
Kapstone Financial Advisors LLC History No change 498,717 13,669 5.72% 5.72% 61 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 487,499 13,362 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 480,585 13,172 0.1% 0.1% 63 0 0.0% Q2 2026 Aug 14, 2026
Global Strategic Investment Solutions, LLC History No change 479,931 13,154 1.17% 1.17% 64 0 0.0% Q2 2026 Aug 07, 2026
COURIER CAPITAL LLC History No change 477,335 13,083 0.65% 0.65% 65 0 0.0% Q2 2026 Jul 16, 2026
Atria Investments, Inc History No change 475,848 13,042 0.13% 0.13% 66 0 0.0% Q2 2026 Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS History No change 475,468 13,032 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 461,508 12,649 0.14% 0.14% 68 0 0.0% Q2 2026 Aug 12, 2026
NTV ASSET MANAGEMENT LLC History No change 458,277 12,561 1.23% 1.23% 69 0 0.0% Q2 2026 Aug 05, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 439,320 12,041 1.42% 1.42% 70 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 410,680 11,256 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 07, 2026
FAS Wealth Partners, Inc. History No change 402,591 11,035 0.57% 0.57% 72 0 0.0% Q2 2026 Jul 29, 2026
Base Wealth Management LLC History No change 380,207 10,421 4.85% 4.85% 73 0 0.0% Q2 2026 Jul 22, 2026
Smithfield Trust Co History No change 376,569 10,316 0.41% 0.41% 74 0 0.0% Q2 2026 Aug 05, 2026
Beaumont Financial Advisors, LLC History No change 374,778 10,272 0.65% 0.65% 75 0 0.0% Q2 2026 Aug 04, 2026
Financial Perspectives, Inc History No change 374,187 10,256 2.5% 2.5% 76 0 0.0% Q2 2026 Jul 24, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 357,709 9,804 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Maltin Wealth Management, Inc. History No change 349,061 9,567 3.2% 3.2% 78 0 0.0% Q2 2026 Jul 22, 2026
Forefront Analytics, LLC History No change 342,756 9,394 10.21% 10.21% 79 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 336,832 9,232 0.14% 0.14% 80 0 0.0% Q2 2026 Aug 06, 2026
REGIONS FINANCIAL CORP History No change 336,191 9,214 0.06% 0.06% 81 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 333,872 9,151 0.09% 0.09% 82 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 326,297 8,943 0.41% 0.41% 83 0 0.0% Q2 2026 Aug 04, 2026
Gotham Asset Management, LLC History No change 323,140 8,857 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 313,524 8,593 0.28% 0.28% 85 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 304,531 8,347 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 19, 2026
Godfrey Financial Associates, Inc. History No change 304,349 8,342 6.38% 6.38% 87 0 0.0% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History No change 299,888 8,219 0.04% 0.04% 88 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 298,144 8,172 0.1% 0.1% 89 0 0.0% Q2 2026 Aug 04, 2026
Envestnet Portfolio Solutions, Inc. History No change 296,320 8,122 0.04% 0.04% 90 0 0.0% Q2 2026 Sep 23, 2026
Farther Finance Advisors, LLC History No change 293,870 8,056 0.06% 0.06% 91 0 0.0% Q2 2026 Jul 17, 2026
COWA, LLC History No change 287,720 7,886 1.98% 1.98% 92 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 285,061 7,813 0.04% 0.04% 93 0 0.0% Q2 2026 Jul 13, 2026
Equitable Holdings, Inc. History No change 284,502 7,798 0.05% 0.05% 94 0 0.0% Q2 2026 Aug 17, 2026
Arax Advisory Partners History No change 281,487 7,715 0.05% 0.05% 95 0 0.0% Q2 2026 Aug 10, 2026
Sigma Planning Corp History No change 279,010 7,647 0.19% 0.19% 96 0 0.0% Q2 2026 Aug 07, 2026
Gray Private Wealth, LLC History No change 278,649 7,637 3.3% 3.3% 97 0 0.0% Q2 2026 Jul 24, 2026
OLD NATIONAL BANCORP /IN/ History No change 273,540 7,497 0.15% 0.15% 98 0 0.0% Q2 2026 Jul 15, 2026
Corient Private Wealth LP History No change 271,194 7,433 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 269,724 7,393 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 265,075 7,265 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 260,006 7,126 0.09% 0.09% 102 0 0.0% Q2 2026 Aug 07, 2026
Advisor OS, LLC History No change 259,472 7,112 0.47% 0.47% 103 0 0.0% Q2 2026 Aug 05, 2026
Qube Research & Technologies Ltd History No change 255,394 7,000 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
Foundry Financial Group, Inc. History No change 254,210 6,967 3.01% 3.01% 105 0 0.0% Q2 2026 Jul 22, 2026
&PARTNERS History No change 253,401 6,945 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 14, 2026
MJP ASSOCIATES INC /ADV History No change 252,467 6,920 0.76% 0.76% 107 0 0.0% Q2 2026 Aug 11, 2026
MEMBERS CAPITAL ADVISORS INC History No change 248,675 6,816 5.85% 5.85% 108 0 0.0% Q2 2026 Aug 04, 2026
Virtue Capital Management, LLC History No change 241,147 6,609 0.88% 0.88% 109 0 0.0% Q2 2026 Aug 05, 2026
Summit Wealth Partners, LLC History No change 240,773 6,599 0.94% 0.94% 110 0 0.0% Q2 2026 Aug 03, 2026
CHATHAM CAPITAL GROUP, INC. History No change 237,590 6,512 0.83% 0.83% 111 0 0.0% Q2 2026 Jul 10, 2026
Paller Financial Services Inc History No change 230,773 6,325 4.73% 4.73% 112 0 0.0% Q2 2026 Jul 07, 2026
CIBC WORLD MARKET INC. History No change 228,901 6,274 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 13, 2026
Aureum Wealth Management, LLC History No change 223,474 6,125 3.8% 3.8% 114 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Planning, LLC History No change 219,625 6,019 1.39% 1.39% 115 0 0.0% Q2 2026 Jul 29, 2026
NATIXIS ADVISORS, LLC History No change 216,393 5,931 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 213,758 5,859 0.59% 0.59% 117 0 0.0% Q2 2026 Jul 16, 2026
IHT Wealth Management, LLC History No change 211,757 5,804 0.12% 0.12% 118 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 208,811 5,723 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 12, 2026
JB Capital LLC History No change 204,080 5,593 0.19% 0.19% 120 0 0.0% Q2 2026 Jul 29, 2026
Embree Financial Group History No change 201,347 5,518 0.55% 0.55% 121 0 0.0% Q2 2026 Jul 15, 2026
Farrow Financial, Inc. History No change 198,603 5,443 2.91% 2.91% 122 0 0.0% Q2 2026 Aug 04, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 197,526 5,414 3.66% 3.66% 123 0 0.0% Q2 2026 Jul 15, 2026
REGATTA CAPITAL GROUP, LLC History No change 193,852 5,313 0.71% 0.71% 124 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 193,560 5,305 0.08% 0.08% 125 0 0.0% Q2 2026 Aug 10, 2026
Viaable, LLC History No change 189,809 5,202 4.32% 4.32% 126 0 0.0% Q2 2026 Aug 14, 2026
Kensington Asset Management, LLC History No change 188,695 5,172 0.28% 0.28% 127 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 188,590 5,169 0.06% 0.06% 128 0 0.0% Q2 2026 Aug 18, 2026
Houlihan Financial Resource Group, Ltd. History No change 188,448 5,165 1.84% 1.84% 129 0 0.0% Q2 2026 Aug 10, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 187,624 5,142 1.2% 1.2% 130 0 0.0% Q2 2026 Aug 14, 2026
AtlasMark Financial, Inc History No change 186,551 5,113 2.52% 2.52% 131 0 0.0% Q2 2026 Aug 17, 2026
BLAIR WILLIAM & CO/IL History No change 184,444 5,055 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 11, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 183,493 5,029 0.38% 0.38% 133 0 0.0% Q2 2026 Jul 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 182,284 4,996 0.19% 0.19% 134 0 0.0% Q2 2026 Jul 22, 2026
Focus Partners Wealth History No change 177,235 4,858 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 175,483 4,809 0.17% 0.17% 136 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 170,098 4,662 0.01% 0.01% 137 0 0.0% Q2 2026 Jul 30, 2026
GODSEY & GIBB, INC History No change 169,863 4,655 0.38% 0.38% 138 0 0.0% Q2 2026 Jul 13, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 167,400 4,588 2.07% 2.07% 139 0 0.0% Q2 2026 Aug 07, 2026
Shulman DeMeo Asset Management LLC History No change 163,436 4,479 0.84% 0.84% 140 0 0.0% Q2 2026 Jul 08, 2026
Capital Advisors Wealth Management, LLC History No change 162,111 4,443 0.52% 0.52% 141 0 0.0% Q2 2026 Jul 23, 2026
CAHILL FINANCIAL ADVISORS INC History No change 160,794 4,407 0.42% 0.42% 142 0 0.0% Q2 2026 Aug 11, 2026
Wolff Financial Management LLC History No change 159,370 4,368 0.87% 0.87% 143 0 0.0% Q2 2026 Jul 16, 2026
J2 Capital Management Inc History No change 159,275 4,365 2.93% 2.93% 144 0 0.0% Q2 2026 Jul 20, 2026
Independent Solutions Wealth Management, LLC History No change 156,463 4,288 0.56% 0.56% 145 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 155,363 4,262 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 155,283 4,256 0.06% 0.06% 147 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 151,254 4,145 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 148,186 4,061 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 11, 2026
Connecticut Wealth Management, LLC History No change 148,025 4,057 0.15% 0.15% 150 0 0.0% Q2 2026 Jul 29, 2026
Allen Investment Management, LLC History No change 145,975 4,001 0.05% 0.05% 151 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 145,863 3,998 0.07% 0.07% 152 0 0.0% Q2 2026 Jul 21, 2026
Gallagher Capital Advisors, LLC History No change 145,302 3,982 2.28% 2.28% 153 0 0.0% Q2 2026 Aug 04, 2026
Gladstone Institutional Advisory LLC History No change 143,326 3,928 0.12% 0.12% 154 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 140,342 3,846 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 138,897 3,807 0.02% 0.02% 156 0 0.0% Q2 2026 Jul 24, 2026
Baird Financial Group, Inc. History No change 137,445 3,767 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 12, 2026
NOTTINGHAM ADVISORS, INC. History No change 44,561 3,761 0.45% 0.45% 158 0 0.0% Q2 2026 Jul 27, 2026
Mayflower Financial Advisors, LLC History No change 134,695 3,691 0.32% 0.32% 159 0 0.0% Q2 2026 Jul 09, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 132,302 3,626 0.46% 0.46% 160 0 0.0% Q2 2026 Jul 31, 2026
Diversify Advisory Services, LLC History No change 124,327 3,573 0.06% 0.06% 161 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 124,327 3,573 0.06% 0.06% 162 0 0.0% Q2 2026 Jul 29, 2026
High Point Wealth Management, LLC History No change 130,155 3,567 2.92% 2.92% 163 0 0.0% Q2 2026 Jul 20, 2026
BEACON FINANCIAL GROUP History No change 126,975 3,480 0.32% 0.32% 164 0 0.0% Q2 2026 Jul 16, 2026
BURKE & HERBERT BANK & TRUST CO History No change 126,555 3,468 0.86% 0.86% 165 0 0.0% Q2 2026 Aug 07, 2026
BESSEMER GROUP INC History No change 125,875 3,450 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 125,003 3,425 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 10, 2026
World Investment Advisors History No change 35,845 3,416 0.06% 0.06% 168 0 0.0% Q2 2026 Aug 13, 2026
Valeo Financial Advisors, LLC History No change 122,830 3,366 0.07% 0.07% 169 0 0.0% Q2 2026 Jul 08, 2026
Investment Research Partners LLC History No change 122,482 3,357 1.14% 1.14% 170 0 0.0% Q2 2026 Aug 04, 2026
CRA Financial Services, LLC History No change 120,651 3,307 0.38% 0.38% 171 0 0.0% Q2 2026 Jul 24, 2026
GTS SECURITIES LLC History No change 120,556 3,304 0.07% 0.07% 172 0 0.0% Q2 2026 Aug 14, 2026
Wealth Management Associates, Inc. History No change 119,144 3,265 0.9% 0.9% 173 0 0.0% Q2 2026 Jul 21, 2026
Auto-Owners Insurance Co History No change 119,000 3,261 0.07% 0.07% 174 0 0.0% Q2 2026 Jul 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 118,065 3,236 0.15% 0.15% 175 0 0.0% Q2 2026 Jul 23, 2026
PlanVest Financial, Inc History No change 117,358 3,216 2.15% 2.15% 176 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 114,327 3,134 0.02% 0.02% 177 0 0.0% Q2 2026 Jul 20, 2026
GSG Advisors LLC History No change 113,825 3,119 0.69% 0.69% 178 0 0.0% Q2 2026 Aug 13, 2026
High Net Worth Advisory Group LLC History No change 111,976 3,069 0.65% 0.65% 179 0 0.0% Q2 2026 Jul 29, 2026
Gerald Baker Financial Group LLC History No change 111,092 3,045 0.87% 0.87% 180 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 110,800 3,037 0.0% 0.0% 181 0 0.0% Q2 2026 Sep 02, 2026
Ironwood Financial, llc History No change 106,403 2,971 0.47% 0.47% 182 0 0.0% Q2 2026 Jul 17, 2026
FC Advisory LLC History No change 107,781 2,954 0.78% 0.78% 183 0 0.0% Q2 2026 Jul 09, 2026
Morton Brown Family Wealth, LLC History No change 107,643 2,950 0.67% 0.67% 184 0 0.0% Q2 2026 Jul 21, 2026
Merit Financial Group, LLC History No change 106,815 2,927 0.02% 0.02% 185 0 0.0% Q2 2026 Jul 20, 2026
1900 WEALTH MANAGEMENT LLC History No change 106,530 2,919 0.16% 0.16% 186 0 0.0% Q2 2026 Aug 04, 2026
Calamos Wealth Management LLC History No change 106,225 2,911 0.09% 0.09% 187 0 0.0% Q2 2026 Jul 31, 2026
Tidal Investments LLC History No change 105,698 2,897 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 105,170 2,882 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 11, 2026
American State Bank (Iowa) History No change 105,028 2,878 1.17% 1.17% 190 0 0.0% Q2 2026 Jul 09, 2026
Capital Squared Financial LLC History No change 104,916 2,875 1.88% 1.88% 191 0 0.0% Q2 2026 Jul 21, 2026
Smartleaf Asset Management LLC History No change 101,266 2,804 0.09% 0.09% 192 0 0.0% Q2 2026 Aug 12, 2026
Indivisible Partners History No change 102,237 2,802 0.16% 0.16% 193 0 0.0% Q2 2026 Aug 04, 2026
Frisch Financial Group, Inc. History No change 101,589 2,784 0.48% 0.48% 194 0 0.0% Q2 2026 Aug 14, 2026
Formidable Asset Management, LLC History No change 20,444 2,774 0.44% 0.44% 195 0 0.0% Q2 2026 Jul 17, 2026
Klingman & Associates, LLC History No change 100,967 2,767 0.12% 0.12% 196 0 0.0% Q2 2026 Jul 29, 2026
Texas Capital Bank Wealth Management Services Inc History No change 100,915 2,766 0.15% 0.15% 197 0 0.0% Q2 2026 Aug 07, 2026
Atlas Private Wealth Advisors History No change 99,878 2,737 0.6% 0.6% 198 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 99,529 2,728 0.11% 0.11% 199 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 99,085 2,716 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 98,704 2,705 0.02% 0.02% 201 0 0.0% Q2 2026 Aug 17, 2026
Valmark Advisers, Inc. History No change 97,997 2,686 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 06, 2026
NORDEN GROUP LLC History No change 97,665 2,676 0.22% 0.22% 203 0 0.0% Q2 2026 Jul 29, 2026
Bernardo Wealth Planning LLC History No change 97,153 2,662 0.45% 0.45% 204 0 0.0% Q2 2026 Jul 27, 2026
WCG Wealth Advisors LLC History No change 96,758 2,652 0.06% 0.06% 205 0 0.0% Q2 2026 Aug 14, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 96,107 2,634 0.89% 0.89% 206 0 0.0% Q2 2026 Jul 09, 2026
Western Wealth Management, LLC History No change 95,580 2,619 0.09% 0.09% 207 0 0.0% Q2 2026 Aug 14, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 95,357 2,613 1.26% 1.26% 208 0 0.0% Q2 2026 Aug 05, 2026
Broussard Financial Group LLC History No change 94,829 2,599 2.08% 2.08% 209 0 0.0% Q2 2026 Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 94,810 2,598 0.02% 0.02% 210 0 0.0% Q2 2026 Jul 23, 2026
Keystone Financial Planning, Inc. History No change 94,568 2,592 0.67% 0.67% 211 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 91,490 2,569 0.05% 0.05% 212 0 0.0% Q2 2026 Jul 27, 2026
Goldstone Financial Group, LLC History No change 92,907 2,546 0.23% 0.23% 213 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 92,653 2,539 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 11, 2026
Ellis Investment Partners, LLC History No change 92,478 2,534 0.38% 0.38% 215 0 0.0% Q2 2026 Aug 05, 2026
TruNorth Capital Management, LLC History No change 92,435 2,533 0.41% 0.41% 216 0 0.0% Q2 2026 Jul 23, 2026
Sowell Financial Services LLC History No change 91,501 2,508 0.08% 0.08% 217 0 0.0% Q2 2026 Jul 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 91,477 2,507 0.04% 0.04% 218 0 0.0% Q2 2026 Aug 03, 2026
KOM Wealth Management Group, LLC History No change 91,188 2,499 1.51% 1.51% 219 0 0.0% Q2 2026 Jul 23, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 90,304 2,475 0.17% 0.17% 220 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 89,609 2,456 0.02% 0.02% 221 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 89,134 2,443 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 18, 2026
Sowa Financial Group, Inc. History No change 89,118 2,443 1.14% 1.14% 223 0 0.0% Q2 2026 Jul 28, 2026
Crews Bank & Trust History No change 89,015 2,439 0.32% 0.32% 224 0 0.0% Q2 2026 Jul 16, 2026
Concord Wealth Partners History No change 87,377 2,395 0.27% 0.27% 225 0 0.0% Q2 2026 Jul 27, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 86,893 2,381 0.04% 0.04% 226 0 0.0% Q2 2026 Jul 28, 2026
Apex Wealth Management, LLC History No change 86,747 2,377 1.45% 1.45% 227 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 86,690 2,376 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 83,336 2,366 0.05% 0.05% 229 0 0.0% Q2 2026 Jul 29, 2026
Investment Advisory Group, LLC History No change 86,195 2,362 0.51% 0.51% 230 0 0.0% Q2 2026 Aug 06, 2026
HFG Advisors, Inc. History No change 86,061 2,358 1.47% 1.47% 231 0 0.0% Q2 2026 Aug 07, 2026
CHOREO, LLC History No change 85,021 2,330 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Partners, LTD. History No change 84,338 2,311 0.02% 0.02% 233 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 84,000 2,302 0.55% 0.55% 234 0 0.0% Q2 2026 Aug 10, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 83,889 2,299 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 83,497 2,288 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 13, 2026
RAELIPSKIE PARTNERSHIP History No change 83,065 2,276 0.86% 0.86% 237 0 0.0% Q2 2026 Aug 04, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 82,875 2,271 0.03% 0.03% 238 0 0.0% Q2 2026 Jul 15, 2026
Fiduciary Group, LLC History No change 82,665 2,265 0.18% 0.18% 239 0 0.0% Q2 2026 Aug 10, 2026
MCF Advisors LLC History No change 82,131 2,251 0.08% 0.08% 240 0 0.0% Q2 2026 Aug 12, 2026
AMG National Trust Bank History No change 81,541 2,235 0.05% 0.05% 241 0 0.0% Q2 2026 Aug 06, 2026
LOM Asset Management Ltd History No change 81,234 2,226 0.58% 0.58% 242 0 0.0% Q2 2026 Aug 04, 2026
Targeted Financial Services LLC History No change 80,995 2,220 1.64% 1.64% 243 0 0.0% Q2 2026 Jul 16, 2026
WOODSTOCK CORP History No change 80,900 2,217 0.18% 0.18% 244 0 0.0% Q2 2026 Jul 13, 2026
Onyx Bridge Wealth Group LLC History No change 80,241 2,199 0.2% 0.2% 245 0 0.0% Q2 2026 Jul 23, 2026
StoneX Group Inc. History No change 79,220 2,169 0.09% 0.09% 246 0 0.0% Q2 2026 Aug 12, 2026
S&A Financial Services, Inc. History No change 78,203 2,143 1.31% 1.31% 247 0 0.0% Q2 2026 Jul 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 78,002 2,138 0.09% 0.09% 248 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Financial Partners, Inc. History No change 77,332 2,119 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 76,921 2,108 0.07% 0.07% 250 0 0.0% Q2 2026 Jul 31, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 76,627 2,100 0.15% 0.15% 251 0 0.0% Q2 2026 Jul 07, 2026
AE Wealth Management LLC History No change 76,633 2,100 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 03, 2026
Rehmann Capital Advisory Group History No change 76,705 2,099 0.1% 0.1% 253 0 0.0% Q2 2026 Aug 20, 2026
Rakuten Investment Management, Inc. History No change 74,410 2,060 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 17, 2026
HOWE & RUSLING INC History No change 74,185 2,033 0.12% 0.12% 255 0 0.0% Q2 2026 Aug 10, 2026
Cooper Financial Group History No change 73,773 2,022 0.17% 0.17% 256 0 0.0% Q2 2026 Jul 08, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 72,265 1,980 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 72,251 1,980 0.1% 0.1% 258 0 0.0% Q2 2026 Jul 28, 2026
Verity Asset Management, Inc. History No change 71,523 1,960 0.74% 0.74% 259 0 0.0% Q2 2026 Aug 13, 2026
ProVise Management Group, LLC History No change 70,013 1,919 0.13% 0.13% 260 0 0.0% Q2 2026 Aug 03, 2026
RDA Financial Network History No change 69,838 1,914 0.42% 0.42% 261 0 0.0% Q2 2026 Jul 06, 2026
Regal Investment Advisors LLC History No change 69,566 1,906 0.1% 0.1% 262 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 68,616 1,880 0.02% 0.02% 263 0 0.0% Q2 2026 Jul 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 67,676 1,855 0.05% 0.05% 264 0 0.0% Q2 2026 Aug 10, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 67,650 1,854 0.38% 0.38% 265 0 0.0% Q2 2026 Jul 02, 2026
Decker Retirement Planning Inc. History No change 67,029 1,837 0.63% 0.63% 266 0 0.0% Q2 2026 Jul 16, 2026
NCM Capital Management, LLC History No change 66,711 1,828 0.56% 0.56% 267 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 66,471 1,821 0.04% 0.04% 268 0 0.0% Q2 2026 Aug 13, 2026
Avail Investment Partners, LLC History No change 66,424 1,820 1.4% 1.4% 269 0 0.0% Q2 2026 Jul 31, 2026
Argent Trust Co History No change 66,165 1,813 0.05% 0.05% 270 0 0.0% Q2 2026 Aug 06, 2026
Continuum Advisory, LLC History No change 65,507 1,795 0.15% 0.15% 271 0 0.0% Q2 2026 Aug 06, 2026
Atlas Legacy Advisors, LLC History No change 64,780 1,775 0.26% 0.26% 272 0 0.0% Q2 2026 Jul 31, 2026
CreativeOne Wealth, LLC History No change 64,757 1,774 0.04% 0.04% 273 0 0.0% Q2 2026 Aug 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 64,136 1,757 0.09% 0.09% 274 0 0.0% Q2 2026 Jul 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 63,925 1,752 0.1% 0.1% 275 0 0.0% Q2 2026 Jul 15, 2026
Biondo Investment Advisors, LLC History No change 63,838 1,749 0.21% 0.21% 276 0 0.0% Q2 2026 Aug 13, 2026
Per Stirling Capital Management, LLC. History No change 63,605 1,743 0.17% 0.17% 277 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 63,300 1,735 0.03% 0.03% 278 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 62,940 1,725 0.07% 0.07% 279 0 0.0% Q2 2026 Jul 23, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 62,438 1,711 0.22% 0.22% 280 0 0.0% Q2 2026 Aug 11, 2026
Bauman Advisory Group, LLC History No change 62,313 1,707 0.9% 0.9% 281 0 0.0% Q2 2026 Aug 04, 2026
Straight Path Wealth Management History No change 62,143 1,703 0.4% 0.4% 282 0 0.0% Q2 2026 Jul 27, 2026
AFT, FORSYTH & COMPANY, INC. History No change 61,677 1,690 0.81% 0.81% 283 0 0.0% Q2 2026 Aug 14, 2026
Independent Wealth Advisors LLC History No change 61,449 1,684 1.52% 1.52% 284 0 0.0% Q2 2026 Jul 27, 2026
Wellspring Financial Advisors, LLC History No change 61,365 1,682 0.11% 0.11% 285 0 0.0% Q2 2026 Jul 20, 2026
FLOW TRADERS U.S. LLC History No change 61,189 1,677 0.07% 0.07% 286 0 0.0% Q2 2026 Aug 14, 2026
INVESTED ADVISORS History No change 60,948 1,670 1.48% 1.48% 287 0 0.0% Q2 2026 Aug 04, 2026
Jackson, Grant Investment Advisers, Inc. History No change 60,152 1,648 0.51% 0.51% 288 0 0.0% Q2 2026 Jul 31, 2026
M3 Wealth Management, LLC History No change 59,889 1,641 1.06% 1.06% 289 0 0.0% Q2 2026 Aug 06, 2026
Anchor Investment Management, LLC History No change 59,045 1,618 0.12% 0.12% 290 0 0.0% Q2 2026 Sep 15, 2026
Evercore Wealth Management, LLC History No change 58,960 1,616 0.02% 0.02% 291 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 58,990 1,616 0.58% 0.58% 292 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 58,144 1,593 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 13, 2026
ICONIQ Capital, LLC History No change 57,825 1,584 0.05% 0.05% 294 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 56,755 1,555 0.09% 0.09% 295 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 56,551 1,550 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 05, 2026
Triad Wealth Partners, LLC History No change 53,817 1,541 0.09% 0.09% 297 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 56,111 1,537 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History No change 56,087 1,537 0.05% 0.05% 299 0 0.0% Q2 2026 Jul 06, 2026
Ancora Advisors LLC History No change 55,683 1,526 0.03% 0.03% 300 0 0.0% Q2 2026 Aug 14, 2026
SOA Wealth Advisors, LLC. History No change 55,349 1,517 0.25% 0.25% 301 0 0.0% Q2 2026 Jul 21, 2026
Operose Advisors LLC History No change 55,276 1,515 0.29% 0.29% 302 0 0.0% Q2 2026 Aug 13, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 55,261 1,514 0.03% 0.03% 303 0 0.0% Q2 2026 Aug 11, 2026
180 WEALTH ADVISORS, LLC History No change 54,616 1,497 0.15% 0.15% 304 0 0.0% Q2 2026 Jul 07, 2026
OneDigital Investment Advisors LLC History No change 54,133 1,483 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 06, 2026
Krilogy Financial LLC History No change 54,053 1,481 0.04% 0.04% 306 0 0.0% Q2 2026 Jul 27, 2026
CORA CAPITAL ADVISORS LLC History No change 53,971 1,479 0.42% 0.42% 307 0 0.0% Q2 2026 Jul 24, 2026
Beacon Bank & Trust History No change 52,660 1,443 0.28% 0.28% 308 0 0.0% Q2 2026 Aug 03, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 52,615 1,442 0.05% 0.05% 309 0 0.0% Q2 2026 Aug 20, 2026
Quadcap Wealth Management, LLC History No change 51,507 1,411 0.14% 0.14% 310 0 0.0% Q2 2026 Jul 31, 2026
Cornell Pochily Investment Advisors, Inc. History No change 50,421 1,382 0.37% 0.37% 311 0 0.0% Q2 2026 Jul 15, 2026
Federation des caisses Desjardins du Quebec History No change 50,385 1,380 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 50,061 1,372 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 03, 2026
Avestar Capital, LLC History No change 50,000 1,370 0.08% 0.08% 314 0 0.0% Q2 2026 Jul 29, 2026
One Capital Management, LLC History No change 10,002 1,357 0.04% 0.04% 315 0 0.0% Q2 2026 Aug 13, 2026
Patten Group, Inc. History No change 49,400 1,354 0.21% 0.21% 316 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 49,200 1,348 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 14, 2026
Walkner Condon Financial Advisors LLC History No change 48,590 1,331 0.15% 0.15% 318 0 0.0% Q2 2026 Jul 27, 2026
Prosperity Consulting Group, LLC History No change 48,334 1,324 0.05% 0.05% 319 0 0.0% Q2 2026 Aug 13, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 48,100 1,318 0.19% 0.19% 320 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 47,889 1,312 0.01% 0.01% 321 0 0.0% Q2 2026 Jul 17, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 47,868 1,312 0.13% 0.13% 322 0 0.0% Q2 2026 Jul 31, 2026
Weaver Consulting Group History No change 47,228 1,294 0.27% 0.27% 323 0 0.0% Q2 2026 Jul 29, 2026
Talisman Wealth Advisors LLC History No change 47,161 1,292 0.96% 0.96% 324 0 0.0% Q2 2026 Aug 14, 2026
MV CAPITAL MANAGEMENT, INC. History No change 46,521 1,275 0.11% 0.11% 325 0 0.0% Q2 2026 Jul 30, 2026
Archer Investment Corp History No change 46,118 1,264 0.25% 0.25% 326 0 0.0% Q2 2026 Aug 03, 2026
Cove Private Wealth, LLC History No change 46,095 1,263 0.24% 0.24% 327 0 0.0% Q2 2026 Jul 31, 2026
Prospera Financial Services Inc History No change 45,281 1,241 0.02% 0.02% 328 0 0.0% Q2 2026 Jul 15, 2026
Y-Intercept (Hong Kong) Ltd History No change 45,186 1,238 0.02% 0.02% 329 0 0.0% Q2 2026 Jul 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 45,050 1,234 0.06% 0.06% 330 0 0.0% Q2 2026 Jul 24, 2026
MISSION WEALTH MANAGEMENT, LP History No change 45,030 1,234 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 20, 2026
ADG Wealth Management Group, LLC History No change 45,039 1,234 0.78% 0.78% 332 0 0.0% Q2 2026 Jul 27, 2026
KFA Private Wealth Group, LLC History No change 44,146 1,210 0.29% 0.29% 333 0 0.0% Q2 2026 Jul 28, 2026
Integrated Advisors Network LLC History No change 43,862 1,202 0.06% 0.06% 334 0 0.0% Q2 2026 Aug 11, 2026
Claro Advisors Inc. History No change 43,670 1,197 0.13% 0.13% 335 0 0.0% Q2 2026 Jul 30, 2026
Sunbeam Capital Management, LLC History No change 43,229 1,184 0.54% 0.54% 336 0 0.0% Q2 2026 Jul 14, 2026
D. E. Shaw & Co., Inc. History No change 42,920 1,176 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
Planning Strategies Inc. History Reduced 41,815 1,169 0.69% 0.73% 338 -1,103 -2.57% Q3 2026 Oct 02, 2026
First Heartland Consultants, Inc. History No change 42,143 1,155 0.07% 0.07% 339 0 0.0% Q2 2026 Jul 08, 2026
Caldwell Trust Co History No change 42,125 1,154 0.09% 0.09% 340 0 0.0% Q2 2026 Aug 03, 2026
Noble Family Wealth, LLC History No change 41,975 1,150 0.21% 0.21% 341 0 0.0% Q2 2026 Aug 04, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 41,774 1,145 0.02% 0.02% 342 0 0.0% Q2 2026 Jul 15, 2026
Thompson David Blair History No change 41,382 1,134 0.57% 0.57% 343 0 0.0% Q2 2026 Aug 14, 2026
Lakeshore Capital Group, Inc. History No change 41,247 1,130 0.84% 0.84% 344 0 0.0% Q2 2026 Jul 31, 2026
NBT BANK, N.A. History No change 40,790 1,118 0.07% 0.07% 345 0 0.0% Q2 2026 Jul 29, 2026
ROMANO BROTHERS AND COMPANY History No change 40,325 1,105 0.11% 0.11% 346 0 0.0% Q2 2026 Jul 21, 2026
SAGE FINANCIAL GROUP INC History No change 40,106 1,099 0.06% 0.06% 347 0 0.0% Q2 2026 Jul 21, 2026
BROWN ADVISORY INC History No change 39,824 1,091 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 14, 2026
GENESIS PRIVATE WEALTH, LLC History No change 39,685 1,087 0.31% 0.31% 349 0 0.0% Q2 2026 Jul 13, 2026
Curi Capital, LLC History No change 39,488 1,082 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 39,456 1,081 0.05% 0.05% 351 0 0.0% Q2 2026 Jul 22, 2026
LongView Wealth Management History No change 39,380 1,079 0.28% 0.28% 352 0 0.0% Q2 2026 Jul 17, 2026
Teamwork Financial Advisors, LLC History No change 39,336 1,078 0.1% 0.1% 353 0 0.0% Q2 2026 Jul 08, 2026
Sunesis Advisors, LLC History No change 39,295 1,077 0.45% 0.45% 354 0 0.0% Q2 2026 Jul 10, 2026
Advus Financial Partners, LLC History No change 39,311 1,077 0.31% 0.31% 355 0 0.0% Q2 2026 Oct 02, 2026
Chevy Chase Trust Holdings, LLC History No change 39,235 1,075 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 14, 2026
Cresta Advisors, Ltd. History No change 39,053 1,070 0.38% 0.38% 357 0 0.0% Q2 2026 Jul 22, 2026
KINTRA WEALTH, LLC History No change 36,392 1,064 0.06% 0.06% 358 0 0.0% Q2 2026 Aug 14, 2026
WealthShield Partners, LLC History No change 38,627 1,058 0.16% 0.16% 359 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 38,495 1,055 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History No change 38,460 1,054 0.0% 0.0% 361 0 0.0% Q2 2026 Jul 27, 2026
Provenance Wealth Advisors, LLC History No change 38,350 1,051 0.1% 0.1% 362 0 0.0% Q2 2026 Jul 24, 2026
SouthState Bank Corp History No change 37,710 1,033 0.04% 0.04% 363 0 0.0% Q2 2026 Aug 06, 2026
Tacita Capital Inc History No change 37,700 1,033 0.56% 0.56% 364 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 37,628 1,031 0.02% 0.02% 365 0 0.0% Q2 2026 Jul 31, 2026
WHITE PINE CAPITAL LLC History No change 37,465 1,026 0.24% 0.24% 366 0 0.0% Q2 2026 Aug 05, 2026
Capital Analysts, LLC History No change 37,290 1,022 0.02% 0.02% 367 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 37,062 1,015 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 12, 2026
WealthBridge Capital Management, LLC History No change 36,950 1,012 0.2% 0.2% 369 0 0.0% Q2 2026 Jul 24, 2026
Collaborative Wealth Managment Inc. History No change 36,305 995 0.42% 0.42% 370 0 0.0% Q2 2026 Aug 05, 2026
JSF Financial, LLC History No change 35,899 984 0.16% 0.16% 371 0 0.0% Q2 2026 Jul 28, 2026
Northwest Bancshares, Inc. History No change 35,735 979 0.18% 0.18% 372 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 35,752 979 0.05% 0.05% 373 0 0.0% Q2 2026 Jul 31, 2026
ALBION FINANCIAL GROUP /UT History No change 35,643 976 0.06% 0.06% 374 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Wealth Planning Services, Inc. History No change 35,345 968 0.09% 0.09% 375 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 35,178 964 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 10, 2026
PATTEN & PATTEN INC/TN History No change 35,045 960 0.05% 0.05% 377 0 0.0% Q2 2026 Aug 05, 2026
Van Hulzen Asset Management, LLC History No change 34,840 954 0.07% 0.07% 378 0 0.0% Q2 2026 Aug 13, 2026
Apollon Financial, LLC History No change 34,700 951 0.11% 0.11% 379 0 0.0% Q2 2026 Jul 22, 2026
Kathmere Capital Management, LLC History No change 34,630 949 0.05% 0.05% 380 0 0.0% Q2 2026 Jul 29, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 34,544 946 0.38% 0.38% 381 0 0.0% Q2 2026 Jul 27, 2026
Element Wealth, LLC History No change 34,446 944 0.35% 0.35% 382 0 0.0% Q2 2026 Aug 14, 2026
CFS Investment Advisory Services, LLC History No change 33,550 940 0.06% 0.06% 383 0 0.0% Q2 2026 Jul 16, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 34,181 936 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 34,082 934 0.03% 0.03% 385 0 0.0% Q2 2026 Aug 06, 2026
ASPIRIANT, LLC History No change 33,701 923 0.02% 0.02% 386 0 0.0% Q2 2026 Jul 20, 2026
Amplius Wealth Advisors, LLC History No change 33,370 914 0.07% 0.07% 387 0 0.0% Q2 2026 Jul 17, 2026
Fifth Third Wealth Advisors LLC History No change 33,086 906 0.03% 0.03% 388 0 0.0% Q2 2026 Jul 17, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 32,980 903 0.07% 0.07% 389 0 0.0% Q2 2026 Aug 05, 2026
Jacobi Capital Management LLC History No change 32,930 902 0.04% 0.04% 390 0 0.0% Q2 2026 Jul 31, 2026
Climber Capital SA History No change 32,500 889 0.54% 0.54% 391 0 0.0% Q2 2026 Jul 22, 2026
GWN SECURITIES INC. History No change 32,374 887 0.15% 0.15% 392 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Advisor Solutions, LLC History No change 32,220 883 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 06, 2026
PHILADELPHIA TRUST CO History No change 32,085 879 0.06% 0.06% 394 0 0.0% Q2 2026 Aug 10, 2026
BETO FINANCIAL GROUP, LLC History No change 31,172 878 0.46% 0.46% 395 0 0.0% Q2 2026 Aug 07, 2026
NorthRock Partners, LLC History No change 31,940 875 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 31,948 875 0.02% 0.02% 397 0 0.0% Q2 2026 Aug 12, 2026
EVERPAR ADVISORS LLC History No change 31,690 868 0.25% 0.25% 398 0 0.0% Q2 2026 Jul 09, 2026
BEAM WEALTH ADVISORS, INC. History No change 31,246 856 0.19% 0.19% 399 0 0.0% Q2 2026 Jul 29, 2026
NORTHERN TRUST CORP History No change 31,195 855 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 13, 2026
VICUS CAPITAL History No change 31,084 852 0.05% 0.05% 401 0 0.0% Q2 2026 Aug 05, 2026
American Wealth Advisors, LLC History No change 31,044 850 0.8% 0.8% 402 0 0.0% Q2 2026 Aug 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 30,655 840 0.03% 0.03% 403 0 0.0% Q2 2026 Jul 21, 2026
Symphony Financial, Ltd. Co. History No change 30,237 837 0.09% 0.09% 404 0 0.0% Q2 2026 Aug 03, 2026
Investment Partners Asset Management, Inc. History No change 30,429 834 0.46% 0.46% 405 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 30,358 832 0.07% 0.07% 406 0 0.0% Q2 2026 Jul 28, 2026
Human Investing LLC History No change 30,366 832 0.11% 0.11% 407 0 0.0% Q2 2026 Jul 21, 2026
Squarepoint Ops LLC History No change 30,300 830 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 30,207 827 0.02% 0.02% 409 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 29,925 820 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 29,891 819 0.06% 0.06% 411 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 29,483 808 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 13, 2026
Sound View Wealth Advisors Group, LLC History No change 29,375 805 0.05% 0.05% 413 0 0.0% Q2 2026 Aug 11, 2026
Black Diamond Financial, LLC History No change 29,325 803 0.07% 0.07% 414 0 0.0% Q2 2026 Aug 04, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 29,011 795 0.43% 0.43% 415 0 0.0% Q2 2026 Jul 06, 2026
FIRST MANHATTAN CO. LLC. History No change 28,965 793 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 14, 2026
Milestone Asset Management Group, LLC History No change 28,891 791 0.4% 0.4% 417 0 0.0% Q2 2026 Jul 30, 2026
BANK OF NOVA SCOTIA History No change 28,645 785 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 28,094 770 0.09% 0.09% 419 0 0.0% Q2 2026 Jul 09, 2026
Concentrum Wealth Management History No change 27,903 764 0.18% 0.18% 420 0 0.0% Q2 2026 Aug 06, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 27,861 763 0.16% 0.16% 421 0 0.0% Q2 2026 Jul 27, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 27,533 754 0.04% 0.04% 422 0 0.0% Q2 2026 Jul 27, 2026
Crusonia Wealth Advisors LLC History No change 27,515 754 0.12% 0.12% 423 0 0.0% Q2 2026 Jul 30, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 27,483 753 0.09% 0.09% 424 0 0.0% Q2 2026 Jul 07, 2026
CHAPIN DAVIS, INC. History No change 27,430 751 0.13% 0.13% 425 0 0.0% Q2 2026 Jul 07, 2026
Raleigh Capital Management Inc. History No change 27,420 751 0.24% 0.24% 426 0 0.0% Q2 2026 Jul 21, 2026
Ausdal Financial Partners, Inc. History No change 26,821 735 0.03% 0.03% 427 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 26,749 733 0.02% 0.02% 428 0 0.0% Q2 2026 Jul 28, 2026
Spire Wealth Management History No change 26,495 726 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 15, 2026
FLAGSTAR SECURITIES, INC History No change 26,415 724 0.22% 0.22% 430 0 0.0% Q2 2026 Jul 15, 2026
Trust Point Inc. History No change 25,819 707 0.06% 0.06% 431 0 0.0% Q2 2026 Jul 08, 2026
LGL PARTNERS, LLC History No change 25,742 705 0.26% 0.26% 432 0 0.0% Q2 2026 Jul 27, 2026
Bank of New York Mellon Corp History No change 25,707 704 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Wealth, LLC History No change 25,638 702 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 25,198 690 0.02% 0.02% 435 0 0.0% Q2 2026 Jul 09, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 25,132 688 0.02% 0.02% 436 0 0.0% Q2 2026 Jul 31, 2026
CIBC Bancorp USA Inc. History No change 25,078 687 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 24,880 681 0.06% 0.06% 438 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 24,715 677 0.01% 0.01% 439 0 0.0% Q2 2026 Jul 15, 2026
Quantum Portfolio Management LLC History No change 24,687 676 0.24% 0.24% 440 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 24,551 672 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 24,540 672 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 10, 2026
INVESTMENT PARTNERS, LTD. History No change 24,516 671 0.21% 0.21% 443 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Advisors, LLC History No change 24,455 670 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 06, 2026
Prime Capital Investment Advisors, LLC History No change 24,467 670 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 05, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 24,112 660 0.13% 0.13% 446 0 0.0% Q2 2026 Aug 06, 2026
Helium Advisors LLC History No change 24,091 660 0.55% 0.55% 447 0 0.0% Q2 2026 Aug 11, 2026
David J Yvars Group History No change 24,022 658 0.31% 0.31% 448 0 0.0% Q2 2026 Jul 07, 2026
Destination Wealth Management History No change 23,955 656 0.02% 0.02% 449 0 0.0% Q2 2026 Aug 14, 2026
TECTONIC ADVISORS LLC History No change 23,805 652 0.03% 0.03% 450 0 0.0% Q2 2026 Jul 15, 2026
ShoreHaven Wealth Partners, LLC History No change 23,725 650 0.2% 0.2% 451 0 0.0% Q2 2026 Jul 14, 2026
Midwest Trust Co History No change 23,570 646 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 04, 2026
Sovereign Financial Group, Inc. History No change 23,555 645 0.1% 0.1% 453 0 0.0% Q2 2026 Jul 24, 2026
Chatterton & Associates Inc. History No change 23,395 645 0.38% 0.38% 454 0 0.0% Q2 2026 Jul 14, 2026
Compound Planning, Inc. History No change 23,512 644 0.02% 0.02% 455 0 0.0% Q2 2026 Aug 04, 2026
WorthPointe, LLC History No change 23,276 637 0.16% 0.16% 456 0 0.0% Q2 2026 Jul 31, 2026
Birchcreek Wealth Management, LLC History No change 23,235 636 0.25% 0.25% 457 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 23,000 630 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 13, 2026
Cadent Capital Advisors, LLC History No change 22,782 624 0.13% 0.13% 459 0 0.0% Q2 2026 Jul 13, 2026
Tannin Capital LLC History No change 22,701 622 0.41% 0.41% 460 0 0.0% Q2 2026 Aug 04, 2026
Ashton Thomas Private Wealth, LLC History No change 22,637 620 0.01% 0.01% 461 0 0.0% Q2 2026 Jul 29, 2026
WealthPlan Investment Management, LLC History No change 22,491 616 0.03% 0.03% 462 0 0.0% Q2 2026 Jul 28, 2026
Trust Co History No change 22,400 613 0.06% 0.06% 463 0 0.0% Q2 2026 Jul 10, 2026
Beacon Financial Advisory LLC History No change 22,306 611 0.12% 0.12% 464 0 0.0% Q2 2026 Aug 05, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 22,189 608 0.04% 0.04% 465 0 0.0% Q2 2026 Aug 05, 2026
PMG Wealth Management, Inc. History No change 22,200 608 0.38% 0.38% 466 0 0.0% Q2 2026 Aug 05, 2026
CGN Advisors LLC History No change 22,080 605 0.04% 0.04% 467 0 0.0% Q2 2026 Jul 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 21,981 602 0.07% 0.07% 468 0 0.0% Q2 2026 Aug 12, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 21,670 593 0.27% 0.27% 469 0 0.0% Q2 2026 Aug 17, 2026
Olde Wealth Management, LLC History No change 21,610 592 0.17% 0.17% 470 0 0.0% Q2 2026 Aug 13, 2026
Invst, LLC History No change 21,367 585 0.06% 0.06% 471 0 0.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History No change 21,289 583 0.11% 0.11% 472 0 0.0% Q2 2026 Aug 04, 2026
Roehl & Yi Investment Advisors, LLC History No change 393,167 576 0.19% 0.19% 473 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 20,931 573 0.48% 0.48% 474 0 0.0% Q2 2026 Aug 03, 2026
CFM WEALTH PARTNERS LLC History No change 20,810 570 0.07% 0.07% 475 0 0.0% Q2 2026 Aug 07, 2026
SAX WEALTH ADVISORS, LLC History No change 4,187 568 0.02% 0.02% 476 0 0.0% Q2 2026 Jul 09, 2026
Fort Sheridan Advisors LLC History No change 20,663 566 0.06% 0.06% 477 0 0.0% Q2 2026 Aug 05, 2026
Quadrant Private Wealth Management, LLC History No change 20,560 563 0.13% 0.13% 478 0 0.0% Q2 2026 Jul 30, 2026
Gateway Wealth Partners, LLC History No change 20,384 558 0.03% 0.03% 479 0 0.0% Q2 2026 Aug 04, 2026
Purewater Capital LLC History No change 20,345 557 0.4% 0.4% 480 0 0.0% Q2 2026 Jul 28, 2026
Index Technologies Group LLC History No change 20,276 555 0.44% 0.44% 481 0 0.0% Q2 2026 Aug 14, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 20,055 549 0.1% 0.1% 482 0 0.0% Q2 2026 Aug 07, 2026
MERIDIAN MANAGEMENT CO History No change 20,000 548 0.12% 0.12% 483 0 0.0% Q2 2026 Aug 04, 2026
1 NORTH WEALTH SERVICES LLC History No change 20,025 548 0.18% 0.18% 484 0 0.0% Q2 2026 Aug 03, 2026
PFG Advisors History No change 20,013 548 0.03% 0.03% 485 0 0.0% Q2 2026 Jul 16, 2026
Navis Wealth Advisors, LLC History No change 19,920 546 0.21% 0.21% 486 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 19,930 546 0.03% 0.03% 487 0 0.0% Q2 2026 Aug 04, 2026
Clear Harbor Asset Management, LLC History No change 19,820 543 0.03% 0.03% 488 0 0.0% Q2 2026 Aug 12, 2026
Retirement Planning Group, LLC History No change 19,592 537 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 18,868 536 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 06, 2026
Coastal Bridge Advisors, LLC History No change 19,557 536 0.03% 0.03% 491 0 0.0% Q2 2026 Aug 17, 2026
Baring Financial LLC History No change 19,582 536 0.29% 0.29% 492 0 0.0% Q2 2026 Jul 08, 2026
PACIFIC SUN FINANCIAL CORP History No change 19,545 535 0.22% 0.22% 493 0 0.0% Q2 2026 Aug 07, 2026
STEPHENS INC /AR/ History No change 19,490 534 0.01% 0.01% 494 0 0.0% Q2 2026 Jul 29, 2026
Point72 Asset Management, L.P. History No change 19,500 534 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History No change 18,960 532 0.01% 0.01% 496 0 0.0% Q2 2026 Jul 08, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 19,196 526 0.15% 0.15% 497 0 0.0% Q2 2026 Jul 23, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 18,993 520 0.04% 0.04% 498 0 0.0% Q2 2026 Jul 16, 2026
Brookstone Capital Management History No change 18,994 520 0.01% 0.01% 499 0 0.0% Q2 2026 Jul 15, 2026
Zullo Investment Group, Inc. History No change 18,750 513 0.18% 0.18% 500 0 0.0% Q2 2026 Jul 31, 2026
EQUITABLE TRUST CO History No change 18,690 512 0.02% 0.02% 501 0 0.0% Q2 2026 Jul 23, 2026
Meridian Wealth Management, LLC History No change 18,518 507 0.02% 0.02% 502 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 18,216 504 0.03% 0.03% 503 0 0.0% Q2 2026 Jul 14, 2026
Geneos Wealth Management Inc. History No change 18,295 501 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 06, 2026
HCR Wealth Advisors History No change 18,220 499 0.04% 0.04% 505 0 0.0% Q2 2026 Jul 13, 2026
Richwood Investment Advisors, LLC History No change 18,190 498 0.35% 0.35% 506 0 0.0% Q2 2026 Jul 29, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 18,162 497 0.04% 0.04% 507 0 0.0% Q2 2026 Jul 27, 2026
ROMAN BUTLER FULLERTON & CO History No change 17,785 496 0.12% 0.12% 508 0 0.0% Q2 2026 Aug 06, 2026
Shum Financial Group, Inc. History No change 18,101 496 0.3% 0.3% 509 0 0.0% Q2 2026 Jul 22, 2026
Abundance Wealth Counselors History No change 18,025 494 0.03% 0.03% 510 0 0.0% Q2 2026 Jul 23, 2026
Firestone Capital Management History No change 18,000 493 0.09% 0.09% 511 0 0.0% Q2 2026 Jul 31, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 17,785 487 0.2% 0.2% 512 0 0.0% Q2 2026 Aug 04, 2026
Arete Wealth Advisors, LLC History No change 17,762 486 0.03% 0.03% 513 0 0.0% Q2 2026 Aug 12, 2026
Detalus Advisors, LLC History No change 17,756 486 0.09% 0.09% 514 0 0.0% Q2 2026 Jul 27, 2026
Bleakley Financial Group, LLC History No change 17,730 485 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 05, 2026
Composition Wealth, LLC History No change 17,635 483 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 22, 2026
VALLEY NATIONAL ADVISERS INC History No change 17,584 481 0.05% 0.05% 517 0 0.0% Q2 2026 Jul 29, 2026
Greenline Partners, LLC History No change 17,480 479 0.05% 0.05% 518 0 0.0% Q2 2026 Aug 14, 2026
Shepherd Financial Partners LLC History No change 17,450 478 0.04% 0.04% 519 0 0.0% Q2 2026 Aug 10, 2026
PURSUE WEALTH PARTNERS LLC History No change 17,475 478 0.27% 0.27% 520 0 0.0% Q2 2026 Aug 07, 2026
Eley Financial Management, Inc History No change 17,445 478 0.15% 0.15% 521 0 0.0% Q2 2026 Aug 11, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 17,435 477 0.03% 0.03% 522 0 0.0% Q2 2026 Jul 23, 2026
Perennial Investment Advisors, LLC History No change 17,400 476 0.03% 0.03% 523 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 17,311 474 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 17, 2026
Citizens National Bank Trust Department History No change 17,270 473 0.07% 0.07% 525 0 0.0% Q2 2026 Jul 22, 2026
RIK SAYLOR FINANCIAL, INC. History No change 17,275 473 0.31% 0.31% 526 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History No change 17,185 471 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 22, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 17,045 467 0.02% 0.02% 528 0 0.0% Q2 2026 Jul 31, 2026
Synergy Investment Management, LLC History No change 17,041 467 0.11% 0.11% 529 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 17,018 466 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 14, 2026
TrueWealth Advisors, LLC History No change 16,860 462 0.1% 0.1% 531 0 0.0% Q2 2026 Jul 08, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 16,811 460 0.1% 0.1% 532 0 0.0% Q2 2026 Jul 27, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 16,750 459 0.32% 0.32% 533 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 16,666 456 0.05% 0.05% 534 0 0.0% Q2 2026 Jul 09, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 16,567 454 0.1% 0.1% 535 0 0.0% Q2 2026 Jul 27, 2026
GDS Wealth Management History No change 16,572 454 0.02% 0.02% 536 0 0.0% Q2 2026 Aug 13, 2026
ARWA LLC History No change 15,913 451 0.19% 0.19% 537 0 0.0% Q2 2026 Jul 24, 2026
FORTEM FINANCIAL GROUP, LLC History No change 16,265 445 0.09% 0.09% 538 0 0.0% Q2 2026 Jul 20, 2026
Phoenix Wealth Advisors History No change 16,265 445 0.15% 0.15% 539 0 0.0% Q2 2026 Jul 31, 2026
TSFG, LLC History No change 16,176 443 0.06% 0.06% 540 0 0.0% Q2 2026 Jul 23, 2026
TRUST CO OF VERMONT History No change 16,135 442 0.02% 0.02% 541 0 0.0% Q2 2026 Aug 07, 2026
New England Private Wealth Advisors LLC History No change 15,394 442 0.04% 0.04% 542 0 0.0% Q2 2026 Aug 04, 2026
Alpha Omega Wealth Management LLC History No change 16,150 442 0.07% 0.07% 543 0 0.0% Q2 2026 Jul 20, 2026
Tennessee Valley Asset Management Partners History No change 16,122 441 0.05% 0.05% 544 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 16,081 440 0.03% 0.03% 545 0 0.0% Q2 2026 Jul 21, 2026
Cypress Wealth Services, LLC History No change 16,054 440 0.05% 0.05% 546 0 0.0% Q2 2026 Jul 10, 2026
WEALTH ALLIANCE, LLC History No change 16,036 439 0.04% 0.04% 547 0 0.0% Q2 2026 Aug 11, 2026
HANOVER ADVISORS INC History No change 15,995 438 0.16% 0.16% 548 0 0.0% Q2 2026 Aug 12, 2026
CATHY PARETO & ASSOCIATES, INC History No change 16,000 438 0.26% 0.26% 549 0 0.0% Q2 2026 Jul 15, 2026
OakTrust Wealth Advisors, LLC History No change 15,953 437 0.38% 0.38% 550 0 0.0% Q2 2026 Aug 06, 2026
Washington Trust Advisors, Inc. History No change 15,910 436 0.03% 0.03% 551 0 0.0% Q2 2026 Jul 29, 2026
Compass Financial Services Inc History No change 15,840 434 0.16% 0.16% 552 0 0.0% Q2 2026 Jul 24, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 15,770 433 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 14, 2026
First American Bank History No change 15,750 431 0.02% 0.02% 554 0 0.0% Q2 2026 Jul 15, 2026
Circle Wealth Management, LLC History No change 15,720 430 0.01% 0.01% 555 0 0.0% Q2 2026 Aug 12, 2026
Saxony Capital Management, LLC History No change 15,684 429 0.2% 0.2% 556 0 0.0% Q2 2026 Jul 15, 2026
Summit Financial, LLC History No change 15,659 429 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 12, 2026
Integrity Advisory Solutions, LLC History No change 15,662 429 0.04% 0.04% 558 0 0.0% Q2 2026 Jul 31, 2026
Valued Retirements, Inc. History No change 15,577 426 0.38% 0.38% 559 0 0.0% Q2 2026 Aug 13, 2026
Maridea Wealth Management LLC History No change 15,532 425 0.05% 0.05% 560 0 0.0% Q2 2026 Aug 06, 2026
HBK Sorce Advisory LLC History No change 14,830 424 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 06, 2026
AlphaStar Capital Management, LLC History No change 15,484 424 0.03% 0.03% 562 0 0.0% Q2 2026 Jul 30, 2026
AMERIFLEX GROUP, INC. History No change 15,289 419 0.17% 0.17% 563 0 0.0% Q2 2026 Aug 13, 2026
SFMG, LLC History No change 15,252 418 0.03% 0.03% 564 0 0.0% Q2 2026 Aug 13, 2026
Premier Private Wealth Management LLC History No change 15,214 417 0.36% 0.36% 565 0 0.0% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History No change 15,157 415 0.12% 0.12% 566 0 0.0% Q2 2026 Jul 24, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 15,157 415 0.11% 0.11% 567 0 0.0% Q2 2026 Jul 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 15,067 412 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 15,055 412 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 17, 2026
Urban Wealth Management, LLC History No change 15,020 411 0.36% 0.36% 570 0 0.0% Q2 2026 Jul 23, 2026
SUCCESSION FINANCIAL, INC. History No change 14,938 409 0.39% 0.39% 571 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History No change 14,859 407 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 11, 2026
Nicholas Hoffman & Company, LLC. History No change 14,782 405 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 04, 2026
Penobscot Investment Management Company, Inc. History No change 14,750 404 0.03% 0.03% 574 0 0.0% Q2 2026 Jul 24, 2026
Fisher Asset Management, LLC History No change 14,631 401 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 04, 2026
Intrepid Financial Planning Group LLC History No change 14,570 399 0.14% 0.14% 576 0 0.0% Q2 2026 Aug 12, 2026
Gen-Wealth Partners Inc History No change 14,520 397 0.11% 0.11% 577 0 0.0% Q2 2026 Aug 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 14,338 393 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 14, 2026
Madison Wealth Partners, Inc History No change 14,221 389 0.05% 0.05% 579 0 0.0% Q2 2026 Aug 12, 2026
HBW ADVISORY SERVICES LLC History No change 14,120 387 0.04% 0.04% 580 0 0.0% Q2 2026 Jul 16, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 14,047 385 0.02% 0.02% 581 0 0.0% Q2 2026 Jul 13, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 14,025 384 0.21% 0.21% 582 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 13,987 383 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 13,770 383 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 13, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 13,933 381 0.04% 0.04% 585 0 0.0% Q2 2026 Jul 09, 2026
HUB Investment Partners, LLC History No change 13,925 381 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 31, 2026
Eagle Strategies LLC History No change 13,921 381 0.04% 0.04% 587 0 0.0% Q2 2026 Jul 21, 2026
Dynamic Advisor Solutions LLC History No change 13,871 380 0.01% 0.01% 588 0 0.0% Q2 2026 Jul 07, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 13,900 380 0.14% 0.14% 589 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY TRUST CO History No change 13,775 377 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 13, 2026
Alpha Financial Partners LLC History No change 13,755 377 0.2% 0.2% 591 0 0.0% Q2 2026 Aug 11, 2026
ARS Wealth Advisors Group, LLC History No change 13,615 373 0.03% 0.03% 592 0 0.0% Q2 2026 Jul 16, 2026
SMITH, MOORE & CO. History No change 13,600 372 0.02% 0.02% 593 0 0.0% Q2 2026 Aug 12, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 13,550 371 0.3% 0.3% 594 0 0.0% Q2 2026 Jul 23, 2026
CPWA, LLC History No change 13,547 371 0.43% 0.43% 595 0 0.0% Q2 2026 Jul 30, 2026
XTX Topco Ltd History No change 13,489 369 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 13,445 368 0.01% 0.01% 597 0 0.0% Q2 2026 Jul 31, 2026
Mission Creek Capital Partners, Inc. History No change 13,339 365 0.06% 0.06% 598 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 13,239 362 0.02% 0.02% 599 0 0.0% Q2 2026 Jul 10, 2026
Verdence Capital Advisors LLC History No change 13,182 361 0.02% 0.02% 600 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Advisors, LLC History No change 13,156 360 0.02% 0.02% 601 0 0.0% Q2 2026 Aug 11, 2026
EFG International AG History No change 13,170 360 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 12,945 354 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 12, 2026
Rydar Equities, Inc. History No change 12,549 354 0.2% 0.2% 604 0 0.0% Q2 2026 Jul 20, 2026
Skyline Advisors, Inc. History No change 12,862 352 0.11% 0.11% 605 0 0.0% Q2 2026 Jul 20, 2026
WBH ADVISORY INC History No change 12,839 351 0.02% 0.02% 606 0 0.0% Q2 2026 Aug 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 12,835 351 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 08, 2026
Smith Salley Wealth Management History No change 12,633 346 0.02% 0.02% 608 0 0.0% Q2 2026 Jul 23, 2026
Financial Insights, Inc. History No change 12,635 346 0.09% 0.09% 609 0 0.0% Q2 2026 Aug 25, 2026
Keystone Financial Group History No change 12,500 342 0.02% 0.02% 610 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 12,475 341 0.02% 0.02% 611 0 0.0% Q2 2026 Aug 05, 2026
Shira Ridge Wealth Management History No change 12,444 341 0.12% 0.12% 612 0 0.0% Q2 2026 Jul 09, 2026
Arta Finance Wealth Management LLC History No change 12,463 341 0.15% 0.15% 613 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 12,241 335 0.09% 0.09% 614 0 0.0% Q2 2026 Aug 07, 2026
Essex Bank History No change 12,135 332 0.07% 0.07% 615 0 0.0% Q2 2026 Jul 23, 2026
STAR Financial Bank History No change 12,040 330 0.13% 0.13% 616 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Group, LLC History No change 12,020 329 0.02% 0.02% 617 0 0.0% Q2 2026 Jul 27, 2026
Strategic Blueprint, LLC History No change 11,939 327 0.02% 0.02% 618 0 0.0% Q2 2026 Jul 23, 2026
Advyzon Investment Management, LLC History No change 11,908 326 0.02% 0.02% 619 0 0.0% Q2 2026 Aug 14, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 11,861 325 0.15% 0.15% 620 0 0.0% Q2 2026 Jul 09, 2026
Atlatl Advisers LLC History No change 11,835 324 0.08% 0.08% 621 0 0.0% Q2 2026 Jul 22, 2026
Financial Partners Group, Inc History No change 11,791 323 0.03% 0.03% 622 0 0.0% Q2 2026 Jul 23, 2026
Main Street Financial Solutions, LLC History No change 11,765 322 0.02% 0.02% 623 0 0.0% Q2 2026 Aug 07, 2026
Interchange Capital Partners, LLC History No change 11,610 318 0.06% 0.06% 624 0 0.0% Q2 2026 Jul 20, 2026
Tyche Wealth Partners LLC History No change 11,580 317 0.04% 0.04% 625 0 0.0% Q2 2026 Aug 06, 2026
VERUS CAPITAL PARTNERS, LLC History No change 11,560 316 0.02% 0.02% 626 0 0.0% Q2 2026 Aug 06, 2026
Jackson Wealth Management, LLC History No change 11,479 315 0.19% 0.19% 627 0 0.0% Q2 2026 Aug 20, 2026
UPTICK PARTNERS, LLC History No change 11,492 315 0.05% 0.05% 628 0 0.0% Q2 2026 Aug 10, 2026
Gradient Investments LLC History No change 11,320 310 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 08, 2026
Bouchey Financial Group, Ltd. History No change 11,325 310 0.02% 0.02% 630 0 0.0% Q2 2026 Jul 27, 2026
AdvisorNet Financial, Inc History No change 11,262 308 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 23, 2026
Modern Wealth Management, LLC History No change 11,210 307 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 13, 2026
Grant Private Wealth Management Inc History No change 11,145 305 0.13% 0.13% 633 0 0.0% Q2 2026 Jul 07, 2026
Moors & Cabot, Inc. History No change 11,010 301 0.01% 0.01% 634 0 0.0% Q2 2026 Aug 10, 2026
Chemistry Wealth Management LLC History No change 10,880 298 0.05% 0.05% 635 0 0.0% Q2 2026 Jul 09, 2026
Woodward Financial Advisors, Inc. History No change 10,895 298 0.1% 0.1% 636 0 0.0% Q2 2026 Aug 14, 2026
Avantra Family Wealth, Inc. History No change 10,720 293 0.19% 0.19% 637 0 0.0% Q2 2026 Jul 29, 2026
Hamrick Investment Counsel, llc History No change 10,685 292 0.19% 0.19% 638 0 0.0% Q2 2026 Aug 13, 2026
NWF Advisory Services Inc. History No change 10,620 291 0.03% 0.03% 639 0 0.0% Q2 2026 Jul 29, 2026
MONECO ADVISORS, LLC History No change 10,564 289 0.02% 0.02% 640 0 0.0% Q2 2026 Aug 11, 2026
Bison Wealth, LLC History No change 10,448 289 0.03% 0.03% 641 0 0.0% Q2 2026 Jul 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 10,500 287 0.0% 0.0% 642 0 0.0% Q2 2026 Jul 14, 2026
Realta Investment Advisors History No change 10,505 287 0.09% 0.09% 643 0 0.0% Q2 2026 Jul 20, 2026
DEUTSCHE BANK AG\ History No change 10,345 283 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 07, 2026
Visionary Wealth Advisors History No change 10,315 282 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 13, 2026
Register Financial Advisors LLC History No change 10,321 282 0.09% 0.09% 646 0 0.0% Q2 2026 Jul 15, 2026
BCS Wealth Management History No change 10,215 280 0.05% 0.05% 647 0 0.0% Q2 2026 Jul 16, 2026
Bluespring Wealth Management, LLC History No change 10,165 278 0.01% 0.01% 648 0 0.0% Q2 2026 Aug 11, 2026
Harbor Group, Inc. History No change 10,145 278 0.03% 0.03% 649 0 0.0% Q2 2026 Jul 22, 2026
MATHER GROUP, LLC. History No change 10,111 277 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 10,060 275 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 22, 2026
Marshall Financial Group, LLC History No change 10,050 275 0.04% 0.04% 652 0 0.0% Q2 2026 Jul 17, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 10,055 275 0.07% 0.07% 653 0 0.0% Q2 2026 Aug 10, 2026
UNIVEST FINANCIAL Corp History No change 10,000 274 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 07, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 10,018 274 0.03% 0.03% 655 0 0.0% Q2 2026 Jul 28, 2026
TOWNSQUARE CAPITAL LLC History No change 10,007 274 0.05% 0.05% 656 0 0.0% Q2 2026 Aug 14, 2026
SYKON CAPITAL LLC History No change 10,013 274 0.08% 0.08% 657 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Financial Services LLC History No change 9,970 273 0.01% 0.01% 658 0 0.0% Q2 2026 Aug 11, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 9,890 271 0.01% 0.01% 659 0 0.0% Q2 2026 Sep 11, 2026
Huntleigh Advisors, Inc. History No change 9,865 270 0.04% 0.04% 660 0 0.0% Q2 2026 Aug 04, 2026
Fiduciary Alliance LLC History No change 9,800 268 0.02% 0.02% 661 0 0.0% Q2 2026 Jul 20, 2026
TopTier Wealth Management, LLC History No change 9,760 267 0.16% 0.16% 662 0 0.0% Q2 2026 Jul 14, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 9,728 266 0.04% 0.04% 663 0 0.0% Q2 2026 Jul 24, 2026
Breachway Investments LLC History No change 9,685 265 0.4% 0.4% 664 0 0.0% Q2 2026 Jul 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 9,640 264 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 12, 2026
Impact Partnership Wealth, LLC History No change 9,638 264 0.03% 0.03% 666 0 0.0% Q2 2026 Jul 29, 2026
San Luis Wealth Advisors LLC History No change 9,614 263 0.04% 0.04% 667 0 0.0% Q2 2026 Jul 16, 2026
GC Wealth Management RIA, LLC History No change 9,535 261 0.02% 0.02% 668 0 0.0% Q2 2026 Jul 16, 2026
SigFig Wealth Management, LLC History No change 9,406 260 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 07, 2026
Midwestern Financial, LLC /IA History No change 9,476 259 0.18% 0.18% 670 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 9,435 258 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 07, 2026
Performance Wealth Partners, LLC History No change 9,402 257 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 9,373 256 0.03% 0.03% 673 0 0.0% Q2 2026 Aug 13, 2026
KELLY FINANCIAL GROUP LLC History No change 9,310 255 0.06% 0.06% 674 0 0.0% Q2 2026 Jul 14, 2026
Clearstead Trust, LLC History No change 9,325 255 0.03% 0.03% 675 0 0.0% Q2 2026 Aug 06, 2026
Note Advisors, LLC History No change 9,271 254 0.11% 0.11% 676 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 9,190 251 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 14, 2026
NOVEM GROUP History No change 9,193 251 0.03% 0.03% 678 0 0.0% Q2 2026 Jul 21, 2026
SageView Advisory Group, LLC History No change 9,123 250 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 10, 2026
Pines Wealth Management, LLC History No change 9,142 250 0.07% 0.07% 680 0 0.0% Q2 2026 Jul 22, 2026
Covenant Asset Management, LLC History No change 9,115 249 0.04% 0.04% 681 0 0.0% Q2 2026 Jul 20, 2026
Salvus Wealth Management, LLC History No change 8,975 246 0.14% 0.14% 682 0 0.0% Q2 2026 Jul 10, 2026
Southeast Asset Advisors, LLC History No change 8,950 245 0.02% 0.02% 683 0 0.0% Q2 2026 Aug 14, 2026
Accel Wealth Management History No change 8,966 245 0.06% 0.06% 684 0 0.0% Q2 2026 Jul 10, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 8,910 244 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 22, 2026
PDS Planning, Inc History No change 8,882 243 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 05, 2026
Dorsey & Whitney Trust CO LLC History No change 8,875 243 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 14, 2026
Transamerica Financial Advisors, LLC History No change 8,875 243 0.02% 0.02% 688 0 0.0% Q2 2026 Aug 14, 2026
Resurgent Financial Advisors LLC History No change 8,886 243 0.07% 0.07% 689 0 0.0% Q2 2026 Aug 14, 2026
Cascade Financial Partners, LLC History No change 8,900 243 0.02% 0.02% 690 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO History No change 8,770 242 0.0% 0.0% 691 0 0.0% Q2 2026 Jul 27, 2026
Ascent Group, LLC History No change 8,855 242 0.01% 0.01% 692 0 0.0% Q2 2026 Aug 03, 2026
WHALEROCK POINT PARTNERS, LLC History No change 8,780 240 0.04% 0.04% 693 0 0.0% Q2 2026 Aug 13, 2026
Security Financial Services, INC. History No change 8,787 240 0.03% 0.03% 694 0 0.0% Q2 2026 Jul 15, 2026
Convergence Financial, LLC History No change 8,715 238 0.02% 0.02% 695 0 0.0% Q2 2026 Aug 05, 2026
Storen Legacy Partners, LLC History No change 8,718 238 0.06% 0.06% 696 0 0.0% Q2 2026 Jul 17, 2026
Lantern Wealth Advisors, LLC History No change 8,650 237 0.11% 0.11% 697 0 0.0% Q2 2026 Jul 28, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 8,555 234 0.05% 0.05% 698 0 0.0% Q2 2026 Jul 17, 2026
Valued Wealth Advisors LLC History No change 8,544 234 0.09% 0.09% 699 0 0.0% Q2 2026 Jul 20, 2026
GeoWealth Management, LLC History No change 8,533 233 0.01% 0.01% 700 0 0.0% Q2 2026 Jul 30, 2026
Gambit Capital Management, LLC History No change 8,525 233 0.14% 0.14% 701 0 0.0% Q2 2026 Aug 11, 2026
Plan A Wealth LLC History No change 8,410 230 0.1% 0.1% 702 0 0.0% Q2 2026 Jul 14, 2026
Pure Financial Advisors, LLC History No change 8,325 228 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 7,967 228 0.08% 0.08% 704 0 0.0% Q2 2026 Jul 28, 2026
Abacus Planning Group, Inc. History No change 8,305 227 0.03% 0.03% 705 0 0.0% Q2 2026 Jul 20, 2026
COMMERCE BANK History No change 8,245 225 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 12, 2026
Brick & Kyle, Associates History No change 1,653 224 0.07% 0.07% 707 0 0.0% Q2 2026 Aug 06, 2026
Shared Vision Wealth Group LLC History No change 8,184 224 0.08% 0.08% 708 0 0.0% Q2 2026 Jul 31, 2026
BTG Pactual Asset Management US LLC History No change 8,160 223 0.01% 0.01% 709 0 0.0% Q2 2026 Aug 14, 2026
SWMG, LLC History No change 8,065 222 0.05% 0.05% 710 0 0.0% Q2 2026 Jul 15, 2026
Bryn Mawr Trust Advisors, LLC History No change 8,072 221 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 03, 2026
Empower Advisory Group, LLC History No change 8,080 221 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 12, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 8,070 221 0.15% 0.15% 713 0 0.0% Q2 2026 Aug 11, 2026
KPP Advisory Services LLC History No change 8,045 220 0.03% 0.03% 714 0 0.0% Q2 2026 Jul 24, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 1,616 219 0.03% 0.03% 715 0 0.0% Q2 2026 Aug 05, 2026
Palisade Asset Management, LLC History No change 7,945 217 0.02% 0.02% 716 0 0.0% Q2 2026 Jul 20, 2026
Turtle Creek Wealth Advisors, LLC History No change 7,920 217 0.01% 0.01% 717 0 0.0% Q2 2026 Jul 27, 2026
Benchmark Financial Wealth Advisors, LLC History No change 7,901 216 0.05% 0.05% 718 0 0.0% Q2 2026 Jul 17, 2026
RWA WEALTH PARTNERS, LLC History No change 7,855 215 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 07, 2026
Advisory Solutions Group, LLC History No change 7,837 214 0.07% 0.07% 720 0 0.0% Q2 2026 Jul 29, 2026
Belpointe Asset Management LLC History No change 7,785 213 0.01% 0.01% 721 0 0.0% Q2 2026 Jul 31, 2026
SENTINEL PENSION ADVISORS, LLC History No change 7,566 213 0.03% 0.03% 722 0 0.0% Q2 2026 Jul 23, 2026
TRB Wealth Management, LLC History No change 7,791 213 0.03% 0.03% 723 0 0.0% Q2 2026 Aug 11, 2026
Patriot Financial Group Insurance Agency, LLC History No change 7,760 212 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 16, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 7,675 210 0.09% 0.09% 725 0 0.0% Q2 2026 Jul 28, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 7,665 210 0.06% 0.06% 726 0 0.0% Q2 2026 Jul 15, 2026
Austin Wealth Management, LLC History No change 7,400 209 0.04% 0.04% 727 0 0.0% Q2 2026 Jul 22, 2026
Joel Isaacson & Co., LLC History No change 7,575 207 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 04, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 7,550 206 0.03% 0.03% 729 0 0.0% Q2 2026 Aug 07, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 7,491 205 0.08% 0.08% 730 0 0.0% Q2 2026 Aug 06, 2026
Seven Springs Wealth Group, LLC History No change 7,500 205 0.04% 0.04% 731 0 0.0% Q2 2026 Aug 04, 2026
KTF INVESTMENTS, LLC History No change 7,500 205 0.02% 0.02% 732 0 0.0% Q2 2026 Aug 10, 2026
TRED AVON FAMILY WEALTH, LLC History No change 7,469 204 0.06% 0.06% 733 0 0.0% Q2 2026 Aug 10, 2026
OBSIDIAN CIO, LLC History No change 7,415 203 0.15% 0.15% 734 0 0.0% Q2 2026 Aug 03, 2026
Live Oak Investment Partners History No change 7,370 202 0.11% 0.11% 735 0 0.0% Q2 2026 Aug 10, 2026
United Community Bank History No change 7,400 202 0.06% 0.06% 736 0 0.0% Q2 2026 Aug 13, 2026
WINCAP FINANCIAL LLC History No change 7,375 202 0.11% 0.11% 737 0 0.0% Q2 2026 Jul 09, 2026
Indiana Trust & Investment Management Co History No change 7,355 201 0.05% 0.05% 738 0 0.0% Q2 2026 Jul 22, 2026
GREENLEAF TRUST History No change 7,310 200 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 21, 2026
Procyon Advisors, LLC History No change 7,310 200 0.01% 0.01% 740 0 0.0% Q2 2026 Jul 09, 2026
Acropolis Investment Management, LLC History No change 7,125 195 0.01% 0.01% 741 0 0.0% Q2 2026 Jul 16, 2026
CENTAURUS FINANCIAL, INC. History No change 6,686 183 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 17, 2026
John A. Wolfe & Associates, Inc. History No change 6,700 183 0.25% 0.25% 743 0 0.0% Q2 2026 Jul 29, 2026
Colonial Trust Co / SC History No change 6,365 174 0.02% 0.02% 744 0 0.0% Q2 2026 Aug 11, 2026
Plante Moran Financial Advisors, LLC History No change 6,220 170 0.01% 0.01% 745 0 0.0% Q2 2026 Aug 06, 2026
Rakuten Securities, Inc. History No change 6,117 167 0.04% 0.04% 746 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 6,085 166 0.06% 0.06% 747 0 0.0% Q2 2026 Jul 08, 2026
Manchester Capital Management LLC History No change 5,830 159 0.02% 0.02% 748 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 5,812 159 0.01% 0.01% 749 0 0.0% Q2 2026 Jul 23, 2026
Nalls Sherbakoff Group, LLC History No change 5,767 158 0.11% 0.11% 750 0 0.0% Q2 2026 Aug 17, 2026
Paladin Advisory Group, LLC History No change 5,795 158 0.1% 0.1% 751 0 0.0% Q2 2026 Jul 28, 2026
Wilmington Savings Fund Society, FSB History No change 5,665 155 0.0% 0.0% 752 0 0.0% Q2 2026 Jul 28, 2026
Westfuller Advisors, LLC History No change 5,248 143 0.05% 0.05% 753 0 0.0% Q2 2026 Jul 29, 2026
New Republic Capital, LLC History No change 5,000 137 0.03% 0.03% 754 0 0.0% Q2 2026 Jul 31, 2026
EverSource Wealth Advisors, LLC History No change 4,719 129 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 24, 2026
Rosenberg Matthew Hamilton History No change 4,740 129 0.02% 0.02% 756 0 0.0% Q2 2026 Jul 17, 2026
Horizon Investments, LLC History No change 4,655 127 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 4,610 126 0.03% 0.03% 758 0 0.0% Q2 2026 Jul 21, 2026
Cheviot Value Management, LLC History No change 4,470 122 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 06, 2026
Triumph Capital Management History No change 4,428 121 0.02% 0.02% 760 0 0.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History No change 4,425 121 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 4,415 121 0.02% 0.02% 762 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 4,410 120 0.02% 0.02% 763 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 4,329 118 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 21, 2026
SYNTAX RESEARCH, INC. History No change 4,325 118 0.09% 0.09% 765 0 0.0% Q2 2026 Jul 31, 2026
Golden State Wealth Management, LLC History No change 4,262 116 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 22, 2026
UMB Bank, n.a. History No change 4,200 115 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 4,100 112 0.01% 0.01% 768 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Planning Group LLC History No change 3,865 109 0.01% 0.01% 769 0 0.0% Q2 2026 Jul 29, 2026
NI ACQUISITIONS COMPANY, LLC History No change 4,005 109 0.05% 0.05% 770 0 0.0% Q2 2026 Aug 05, 2026
Nova Wealth Management, Inc. History No change 3,959 108 0.06% 0.06% 771 0 0.0% Q2 2026 Jul 13, 2026
AlphaCore Capital LLC History No change 3,854 105 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 06, 2026
LRI Investments, LLC History No change 3,600 98 0.01% 0.01% 773 0 0.0% Q2 2026 Jul 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,550 97 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 3,500 95 0.01% 0.01% 775 0 0.0% Q2 2026 Jul 28, 2026
FIRST UNITED BANK & TRUST History No change 3,385 92 0.03% 0.03% 776 0 0.0% Q2 2026 Jul 20, 2026
Union Bancaire Privee, UBP SA History No change 4,350 90 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 16, 2026
Allied Private Wealth LLC History No change 3,150 87 0.06% 0.06% 778 0 0.0% Q2 2026 Jul 09, 2026
SALEM INVESTMENT COUNSELORS INC History No change 3,165 86 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 14, 2026
Glassman Wealth Services History No change 3,103 85 0.01% 0.01% 780 0 0.0% Q2 2026 Aug 05, 2026
Salomon & Ludwin, LLC History No change 3,125 85 0.01% 0.01% 781 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ADVISERS INC History No change 2,974 81 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 2,865 78 0.01% 0.01% 783 0 0.0% Q2 2026 Jul 24, 2026
EASTERN BANK History No change 2,725 74 0.0% 0.0% 784 0 0.0% Q2 2026 Jul 01, 2026
Essential Investment Partners LLC History No change 2,625 71 0.06% 0.06% 785 0 0.0% Q2 2026 Jul 15, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 2,530 69 0.06% 0.06% 786 0 0.0% Q2 2026 Jul 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,483 68 0.0% 0.0% 787 0 0.0% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History No change 2,506 68 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 05, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 2,506 68 0.02% 0.02% 789 0 0.0% Q2 2026 Aug 07, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 2,465 67 0.04% 0.04% 790 0 0.0% Q2 2026 Jul 21, 2026
True Wealth Design, LLC History No change 2,410 66 0.02% 0.02% 791 0 0.0% Q2 2026 Jul 16, 2026
Founders Financial Alliance, LLC History No change 2,377 65 0.01% 0.01% 792 0 0.0% Q2 2026 Aug 04, 2026
Aventus Investment Advisors, Inc. History No change 2,350 64 0.05% 0.05% 793 0 0.0% Q2 2026 Jul 24, 2026
TOMPKINS FINANCIAL CORP History No change 2,250 61 0.0% 0.0% 794 0 0.0% Q2 2026 Jul 15, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,250 61 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Wealth Strategies, LLC History No change 2,240 61 0.03% 0.03% 796 0 0.0% Q2 2026 Jul 23, 2026
Harbor Asset Planning, Inc. History No change 2,247 61 0.05% 0.05% 797 0 0.0% Q2 2026 Jul 22, 2026
PARK NATIONAL CORP /OH/ History No change 2,175 59 0.0% 0.0% 798 0 0.0% Q2 2026 Jul 15, 2026
FIRST COMMUNITY TRUST NA History No change 2,175 59 0.03% 0.03% 799 0 0.0% Q2 2026 Jul 10, 2026
Vermillion Wealth Management, Inc. History No change 2,083 57 0.01% 0.01% 800 0 0.0% Q2 2026 Jul 15, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 2,075 56 0.02% 0.02% 801 0 0.0% Q2 2026 Aug 07, 2026
YANKCOM Partnership History No change 2,004 54 0.02% 0.02% 802 0 0.0% Q2 2026 Jul 21, 2026
Measured Wealth Private Client Group, LLC History No change 1,970 53 0.01% 0.01% 803 0 0.0% Q2 2026 Aug 10, 2026
First Command Advisory Services, Inc. History No change 1,950 53 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 10, 2026
Roxbury Financial LLC History Added to 1,805 50 0.04% 0.04% 806 +8 0.45% Q3 2026 Oct 01, 2026
Westside Investment Management, Inc. History No change 1,831 50 0.01% 0.01% 805 0 0.0% Q2 2026 Jul 27, 2026
Highland Investment Advisors LLC History No change 1,825 50 0.02% 0.02% 807 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 1,775 48 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 13, 2026
Rossmore Private Capital History No change 1,750 47 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 31, 2026
Caitlin John, LLC History No change 1,725 47 0.03% 0.03% 810 0 0.0% Q2 2026 Aug 17, 2026
Fortitude Family Office, LLC History No change 1,550 42 0.01% 0.01% 811 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 1,529 41 0.0% 0.0% 812 0 0.0% Q2 2026 Jul 23, 2026
Avalon Trust Co History No change 1,500 41 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 1,469 40 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 1,395 38 0.0% 0.0% 815 0 0.0% Q2 2026 Jul 20, 2026
Bogart Wealth, LLC History No change 1,420 38 0.0% 0.0% 816 0 0.0% Q2 2026 Jul 24, 2026
CULLEN/FROST BANKERS, INC. History No change 1,364 37 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,315 36 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 1,310 35 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 06, 2026
Financial Management Professionals, Inc. History No change 1,250 34 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Bancorp, Inc. History No change 1,250 34 0.01% 0.01% 821 0 0.0% Q2 2026 Jul 28, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 1,250 34 0.02% 0.02% 822 0 0.0% Q2 2026 Aug 04, 2026
Tidemark, LLC History No change 1,220 33 0.01% 0.01% 823 0 0.0% Q2 2026 Aug 10, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 1,148 31 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 22, 2026
LFA - Lugano Financial Advisors SA History No change 1,105 30 0.02% 0.02% 825 0 0.0% Q2 2026 Jul 28, 2026
WELLINGTON-ALTUS USA INC. History No change 220 29 0.02% 0.02% 826 0 0.0% Q2 2026 Sep 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,050 28 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 31, 2026
Community Bank, N.A. History No change 1,050 28 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 1,036 28 0.01% 0.01% 829 0 0.0% Q2 2026 Jul 31, 2026
Vanguard National Trust Co History No change 900 24 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 13, 2026
Hanson & Doremus Investment Management History No change 820 22 0.0% 0.0% 831 0 0.0% Q2 2026 Jul 29, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 825 22 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 13, 2026
Bear Mountain Capital, Inc. History No change 785 21 0.01% 0.01% 833 0 0.0% Q2 2026 Jul 20, 2026
Bullock Wealth Management Group History No change 767 21 0.01% 0.01% 834 0 0.0% Q2 2026 Aug 19, 2026
GAMMA Investing LLC History No change 730 20 0.0% 0.0% 835 0 0.0% Q2 2026 Jul 07, 2026
HighMark Wealth Management LLC History No change 705 19 0.01% 0.01% 836 0 0.0% Q2 2026 Aug 12, 2026
Cape Investment Advisory, Inc. History No change 636 17 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 23, 2026
Seneschal Advisors, LLC History No change 650 17 0.01% 0.01% 838 0 0.0% Q2 2026 Aug 13, 2026
Grove Bank & Trust History No change 600 16 0.0% 0.0% 839 0 0.0% Q2 2026 Jul 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 606 16 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 17, 2026
Johnson Financial Group, Inc. History No change 560 15 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 10, 2026
Eukles Asset Management History No change 565 15 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 05, 2026
RHL GROUP, LLC History No change 540 14 0.01% 0.01% 843 0 0.0% Q2 2026 Aug 03, 2026
First Bancorp, Inc /ME/ History No change 485 13 0.01% 0.01% 844 0 0.0% Q2 2026 Aug 11, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 460 13 0.01% 0.01% 845 0 0.0% Q2 2026 Aug 18, 2026
Gleason Group, Inc. History No change 486 13 0.0% 0.0% 846 0 0.0% Q2 2026 Jul 13, 2026
JPL Wealth Management, LLC History No change 510 13 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 455 12 0.0% 0.0% 848 0 0.0% Q2 2026 Jul 28, 2026
Brooklyn FI, LLC History No change 425 12 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 04, 2026
Hickory Point Bank & Trust History No change 450 12 0.01% 0.01% 850 0 0.0% Q3 2026 Oct 01, 2026
Burnham & Co LLC History No change 446 12 0.01% 0.01% 851 0 0.0% Q2 2026 Aug 11, 2026
Front Row Advisors LLC History No change 400 11 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 13, 2026
Providence Capital Advisors, LLC History No change 420 11 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 395 10 0.0% 0.0% 854 0 0.0% Q2 2026 Jul 30, 2026
Asset Dedication, LLC History No change 400 10 0.0% 0.0% 855 0 0.0% Q2 2026 Jul 30, 2026
Signature Resources Capital Management, LLC History No change 375 10 0.0% 0.0% 856 0 0.0% Q2 2026 Jul 13, 2026
REAP Financial Group, LLC History No change 375 10 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 04, 2026
Sankala Group LLC History No change 365 10 0.01% 0.01% 858 0 0.0% Q2 2026 Aug 18, 2026
Lodestone Wealth Management LLC History No change 355 9 0.0% 0.0% 859 0 0.0% Q2 2026 Jul 23, 2026
Abound Wealth Management History No change 330 9 0.0% 0.0% 860 0 0.0% Q2 2026 Jul 10, 2026
Roble, Belko & Company, Inc History No change 300 8 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 24, 2026
Versant Capital Management, Inc History No change 290 8 0.0% 0.0% 862 0 0.0% Q3 2026 Oct 01, 2026
Physician Wealth Advisors, Inc. History No change 320 8 0.0% 0.0% 863 0 0.0% Q2 2026 Jul 20, 2026
Birchwood Financial Partners, Inc. History No change 319 8 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 06, 2026
Global Trust Asset Management, LLC History No change 270 7 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 290 7 0.0% 0.0% 866 0 0.0% Q2 2026 Jul 24, 2026
Aviso Financial Inc. History No change 260 7 0.0% 0.0% 867 0 0.0% Q2 2026 Aug 13, 2026
Timbuktu Capital Management, LLC History No change 273 7 0.01% 0.01% 868 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 250 6 0.0% 0.0% 869 0 0.0% Q2 2026 Sep 02, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 220 6 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 10, 2026
Miller Capital Partners, Inc. History No change 200 5 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 12, 2026
Silicon Valley Capital Partners History No change 155 4 0.0% 0.0% 872 0 0.0% Q2 2026 Sep 21, 2026
LifeSteps Financial, Inc. History No change 150 4 0.0% 0.0% 873 0 0.0% Q2 2026 Jul 17, 2026
Cherry Tree Wealth Management, LLC History No change 165 4 0.0% 0.0% 874 0 0.0% Q2 2026 Sep 15, 2026
Bernard Wealth Management Corp. History No change 130 3 0.0% 0.0% 875 0 0.0% Q2 2026 Aug 21, 2026
Silver Grove Financial Group, Inc. History No change 116 3 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History No change 75 2 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 04, 2026
Strategic Wealth Partners, Ltd. History No change 88 2 0.0% 0.0% 878 0 0.0% Q2 2026 Aug 12, 2026
Gould Capital, LLC History No change 90 2 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 75 2 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 10, 2026
Portfolio Resources Advisor Group, Inc. History No change 80 2 0.0% 0.0% 881 0 0.0% Q2 2026 Jul 29, 2026
Strive Financial Group ,LLC History No change 105 2 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 95 2 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 55 1 0.0% 0.0% 884 0 0.0% Q2 2026 Sep 04, 2026
Princeton Global Asset Management LLC History No change 55 1 0.0% 0.0% 885 0 0.0% Q2 2026 Jul 16, 2026
Mountain Hill Investment Partners Corp. History No change 55 1 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 16, 2026
Signature Equity Partners, LLC History No change 69 1 0.0% 0.0% 887 0 0.0% Q2 2026 Jul 30, 2026
Tower Research Capital LLC (TRC) History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Hurley Capital, LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Banque Cantonale Vaudoise History No change 1,600 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Coppell Advisory Solutions LLC History No change 39,497 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Retirement Wealth Solutions LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Keating Financial Advisory Services, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026