iSHARES TRUST - IBB

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 6,875,131 1,307,581 0.08% 0.08% 1 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 4,760,709 905,439 0.3% 0.3% 2 0 0.0% Q2 2026 Aug 03, 2026
MORGAN STANLEY History No change 3,320,977 631,616 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 2,217,939 421,829 0.15% 0.15% 4 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,588,107 302,042 0.22% 0.22% 5 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,176,177 223,697 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,122,659 213,518 0.05% 0.05% 7 0 0.0% Q2 2026 Sep 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,050,594 199,812 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 1,029,643 195,827 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 909,315 172,942 0.76% 0.76% 10 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 877,373 166,867 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 13, 2026
PEAK6 LLC History No change 833,100 158,447 0.33% 0.33% 12 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 801,061 152,353 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 789,395 150,135 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 763,049 145,125 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 726,000 138,077 0.19% 0.19% 16 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 677,353 128,825 0.15% 0.15% 17 0 0.0% Q2 2026 Jul 28, 2026
WestEnd Advisors, LLC History No change 655,852 124,744 2.78% 2.78% 18 0 0.0% Q2 2026 Jul 22, 2026
Janney Montgomery Scott LLC History No change 653,390 124,268 0.24% 0.24% 19 0 0.0% Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History No change 630,190 119,603 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 553,645 105,297 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 314,505 59,815 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 07, 2026
Jefferies Financial Group Inc. History No change 302,306 57,495 0.38% 0.38% 23 0 0.0% Q2 2026 Aug 17, 2026
CITADEL ADVISORS LLC History No change 252,200 47,965 0.01% 0.01% 24 0 0.0% Q2 2026 Sep 02, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 234,310 44,563 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 208,618 39,677 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 191,100 36,345 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 174,738 33,234 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 146,356 27,835 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 137,834 26,214 0.03% 0.03% 30 0 0.0% Q2 2026 Jul 29, 2026
AMERIPRISE FINANCIAL INC History No change 131,138 25,071 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 126,258 24,013 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 12, 2026
ALBION FINANCIAL GROUP /UT History No change 119,635 22,753 1.32% 1.32% 33 0 0.0% Q2 2026 Jul 22, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 116,115 22,083 1.05% 1.05% 34 0 0.0% Q2 2026 Jul 13, 2026
Cetera Investment Advisers History No change 115,804 22,024 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 102,066 19,423 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 101,838 19,368 0.02% 0.02% 37 0 0.0% Q2 2026 Sep 09, 2026
Itau Unibanco Holding S.A. History No change 98,876 18,805 0.36% 0.36% 38 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT HOUSE LLC History No change 96,715 18,394 0.83% 0.83% 39 0 0.0% Q2 2026 Jul 31, 2026
ExodusPoint Capital Management, LP History No change 96,038 18,265 0.12% 0.12% 40 0 0.0% Q2 2026 Aug 14, 2026
Erste Asset Management GmbH History No change 102,330 17,342 0.13% 0.13% 41 0 0.0% Q2 2026 Jul 28, 2026
CANADA LIFE ASSURANCE Co History No change 88,085 16,717 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 86,701 16,489 0.06% 0.06% 43 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 85,623 16,284 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 85,289 16,221 0.03% 0.03% 45 0 0.0% Q2 2026 Jul 30, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 83,945 15,965 0.07% 0.07% 46 0 0.0% Q2 2026 Aug 13, 2026
APPLETON PARTNERS INC/MA History No change 75,359 14,333 0.88% 0.88% 47 0 0.0% Q2 2026 Jul 21, 2026
Creative Planning History No change 72,878 13,860 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
FACTORY MUTUAL INSURANCE CO History No change 71,000 13,503 0.13% 0.13% 49 0 0.0% Q2 2026 Jul 21, 2026
D. E. Shaw & Co., Inc. History No change 68,971 13,117 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
Bronte Capital Management Pty Ltd. History No change 65,807 12,515 1.34% 1.34% 51 0 0.0% Q2 2026 Aug 04, 2026
Caption Management, LLC History No change 64,100 12,191 0.06% 0.06% 52 0 0.0% Q2 2026 Aug 14, 2026
CUMBERLAND ADVISORS INC History No change 64,018 12,175 4.29% 4.29% 53 0 0.0% Q2 2026 Jul 21, 2026
NTV ASSET MANAGEMENT LLC History No change 63,985 12,169 1.19% 1.19% 54 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 63,694 12,113 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
Volterra Technologies LP History No change 63,397 12,057 1.74% 1.74% 56 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 63,297 12,038 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 18, 2026
Tradition Wealth Management, LLC History No change 62,184 11,826 0.72% 0.72% 58 0 0.0% Q2 2026 Aug 11, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 61,030 11,607 0.95% 0.95% 59 0 0.0% Q2 2026 Jul 16, 2026
SG Americas Securities, LLC History No change 60,345 11,477 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 07, 2026
Horizon Wealth Management, LLC History No change 60,285 11,465 1.46% 1.46% 61 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History No change 57,530 11,404 0.16% 0.16% 62 0 0.0% Q2 2026 Jul 08, 2026
Corient Private Wealth LP History No change 56,763 10,796 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 27, 2026
Pictet Asset Management Holding SA History No change 54,950 10,428 0.01% 0.01% 64 0 0.0% Q2 2026 Jul 30, 2026
Parker Investment Management, LLC History No change 54,803 10,423 0.8% 0.8% 65 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 54,793 10,421 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 14, 2026
Reyes Financial Architecture, Inc. History No change 52,885 10,058 5.63% 5.63% 67 0 0.0% Q2 2026 Jul 16, 2026
Waverly Advisors, LLC History No change 52,515 9,987 0.06% 0.06% 68 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 51,974 9,884 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 51,503 9,795 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 13, 2026
Humankind Investments LLC History No change 50,000 9,509 4.55% 4.55% 71 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 49,988 9,507 0.17% 0.17% 72 0 0.0% Q2 2026 Jul 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 49,951 9,500 0.11% 0.11% 73 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 48,321 9,190 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 47,278 8,991 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 47,195 8,975 0.03% 0.03% 76 0 0.0% Q2 2026 Jul 28, 2026
Henshaw Capital LLC History No change 47,000 8,938 0.29% 0.29% 77 0 0.0% Q2 2026 Aug 12, 2026
NEVILLE RODIE & SHAW INC History Added to 42,235 8,892 0.6% 0.52% 78 +233 0.55% Q3 2026 Oct 05, 2026
L & S Advisors Inc History No change 46,044 8,757 0.91% 0.91% 79 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 46,004 8,749 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 45,300 8,615 0.04% 0.04% 81 0 0.0% Q2 2026 Jul 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 43,800 8,330 0.02% 0.02% 82 0 0.0% Q2 2026 Jul 27, 2026
FORBES J M & CO LLP History No change 43,371 8,248 0.65% 0.65% 83 0 0.0% Q2 2026 Jul 20, 2026
DAFNA Capital Management LLC History No change 42,595 8,101 1.54% 1.54% 84 0 0.0% Q2 2026 Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP History No change 42,261 8,037 0.78% 0.78% 85 0 0.0% Q2 2026 Jul 14, 2026
Concurrent Investment Advisors, LLC History No change 41,899 7,968 0.07% 0.07% 86 0 0.0% Q2 2026 Jul 27, 2026
SP Asset Management LLC History No change 41,213 7,838 0.63% 0.63% 87 0 0.0% Q2 2026 Aug 04, 2026
FIRST INTERSTATE BANK History No change 40,526 7,707 0.4% 0.4% 88 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial, LLC History No change 39,708 7,552 0.08% 0.08% 89 0 0.0% Q2 2026 Aug 12, 2026
EQUITABLE TRUST CO History No change 39,645 7,540 0.31% 0.31% 90 0 0.0% Q2 2026 Jul 23, 2026
MMBG INVESTMENT ADVISORS CO. History No change 37,637 7,158 0.57% 0.57% 91 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 35,445 6,741 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
BEARING POINT CAPITAL, LLC History No change 35,304 6,714 0.91% 0.91% 93 0 0.0% Q2 2026 Aug 11, 2026
Twin Tree Management, LP History No change 35,120 6,679 0.13% 0.13% 94 0 0.0% Q2 2026 Aug 12, 2026
Michelson Medical Research Foundation, Inc. History No change 35,095 6,674 6.17% 6.17% 95 0 0.0% Q2 2026 Aug 14, 2026
J. Goldman & Co LP History No change 34,900 6,637 0.17% 0.17% 96 0 0.0% Q2 2026 Aug 14, 2026
Addison Capital Co History No change 34,397 6,542 1.07% 1.07% 97 0 0.0% Q2 2026 Aug 04, 2026
Williams Jones Wealth Management, LLC. History No change 33,917 6,450 0.07% 0.07% 98 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 33,901 6,351 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 32,336 6,147 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 31,528 5,996 0.04% 0.04% 101 0 0.0% Q2 2026 Aug 17, 2026
Colonial Trust Advisors History No change 31,392 5,970 0.42% 0.42% 102 0 0.0% Q2 2026 Aug 11, 2026
McCollum Christoferson Group LLC History No change 30,924 5,881 1.72% 1.72% 103 0 0.0% Q2 2026 Jul 13, 2026
Aristides Capital LLC History No change 30,406 5,782 1.12% 1.12% 104 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 30,280 5,758 0.11% 0.11% 105 0 0.0% Q2 2026 Jul 13, 2026
Mariner, LLC History No change 29,542 5,618 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 29,008 5,517 2.3% 2.3% 107 0 0.0% Q2 2026 Jul 14, 2026
Howard Capital Management Group, LLC History No change 28,887 5,494 0.34% 0.34% 108 0 0.0% Q2 2026 Jul 16, 2026
CMH Wealth Management LLC History No change 28,838 5,484 0.84% 0.84% 109 0 0.0% Q2 2026 Jul 09, 2026
Crescent Grove Advisors, LLC History No change 28,620 5,443 0.45% 0.45% 110 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 28,054 5,335 0.11% 0.11% 111 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 29,848 5,334 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 15, 2026
Gladstone Institutional Advisory LLC History No change 27,582 5,245 0.17% 0.17% 113 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 27,456 5,221 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 27,427 5,216 0.09% 0.09% 115 0 0.0% Q2 2026 Jul 23, 2026
Concord Investment Counsel Inc. History No change 27,445 5,216 1.42% 1.42% 116 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 27,208 5,174 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
Blume Capital Management, Inc. History No change 27,113 5,156 0.75% 0.75% 118 0 0.0% Q2 2026 Jul 27, 2026
Kera Capital Partners, Inc. History No change 26,886 5,113 0.49% 0.49% 119 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 25,150 4,783 2.47% 2.47% 120 0 0.0% Q2 2026 Jul 22, 2026
Miller Investment Management, LP History No change 25,040 4,762 0.44% 0.44% 121 0 0.0% Q2 2026 Aug 13, 2026
Militia Capital Management LLC History No change 24,100 4,583 0.14% 0.14% 122 0 0.0% Q2 2026 Aug 12, 2026
Chesley Taft & Associates LLC History No change 23,862 4,538 0.18% 0.18% 123 0 0.0% Q2 2026 Jul 08, 2026
GLENMEDE TRUST CO NA History No change 23,600 4,488 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 23,602 4,488 0.02% 0.02% 125 0 0.0% Q2 2026 Jul 27, 2026
Gotham Asset Management, LLC History No change 23,519 4,473 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 14, 2026
ASSOCIATED BANC-CORP History No change 23,298 4,431 0.11% 0.11% 127 0 0.0% Q2 2026 Jul 31, 2026
Analyst IMS Investment Management Services Ltd. History No change 23,207 4,413 0.1% 0.1% 128 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 22,980 4,370 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 12, 2026
NBT BANK, N.A. History No change 22,811 4,338 0.29% 0.29% 130 0 0.0% Q2 2026 Jul 29, 2026
COFG Advisors, LLC History No change 22,768 4,330 0.75% 0.75% 131 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 22,528 4,284 0.05% 0.05% 132 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 22,223 4,226 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 13, 2026
Eagle Strategies LLC History No change 22,192 4,220 0.42% 0.42% 134 0 0.0% Q2 2026 Jul 21, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 22,100 4,203 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 13, 2026
Greenline Partners, LLC History No change 21,569 4,102 0.42% 0.42% 136 0 0.0% Q2 2026 Aug 14, 2026
WealthCare Investment Partners, LLC History No change 21,243 4,040 0.98% 0.98% 137 0 0.0% Q2 2026 Aug 10, 2026
MARTIN & CO INC /TN/ History No change 21,024 3,998 0.62% 0.62% 138 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 20,331 3,866 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 20,236 3,848 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Fischer Financial Services, Inc. History No change 20,157 3,833 0.96% 0.96% 141 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 20,111 3,824 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 20,011 3,805 0.07% 0.07% 143 0 0.0% Q2 2026 Jul 15, 2026
Coastal Bridge Advisors, LLC History No change 20,007 3,805 0.24% 0.24% 144 0 0.0% Q2 2026 Aug 17, 2026
MISSION WEALTH MANAGEMENT, LP History No change 19,711 3,748 0.05% 0.05% 145 0 0.0% Q2 2026 Jul 20, 2026
Marion Wealth Management History No change 19,709 3,748 0.76% 0.76% 146 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Advisors, LLC History No change 19,622 3,731 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 12, 2026
LYELL WEALTH MANAGEMENT, LP History No change 19,548 3,717 0.23% 0.23% 148 0 0.0% Q2 2026 Aug 05, 2026
Perkins Coie Trust Co History No change 19,544 3,716 0.62% 0.62% 149 0 0.0% Q2 2026 Jul 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 19,367 3,683 0.08% 0.08% 150 0 0.0% Q2 2026 Jul 17, 2026
FMR LLC History No change 18,641 3,555 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
QVT Financial LP History No change 18,497 3,517 0.21% 0.21% 152 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 18,449 3,508 0.01% 0.01% 153 0 0.0% Q2 2026 Jul 28, 2026
Westside Investment Management, Inc. History No change 18,330 3,486 0.46% 0.46% 154 0 0.0% Q2 2026 Jul 27, 2026
Atria Investments, Inc History No change 17,514 3,331 0.03% 0.03% 155 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Union Bankshares Corp History No change 17,377 3,304 0.06% 0.06% 156 0 0.0% Q2 2026 Aug 11, 2026
Traynor Capital Management, Inc. History No change 17,354 3,300 0.15% 0.15% 157 0 0.0% Q2 2026 Jul 22, 2026
ANDERSON HOAGLAND & CO History No change 17,022 3,237 0.25% 0.25% 158 0 0.0% Q2 2026 Jul 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 16,928 3,218 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 16,846 3,204 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 16,849 3,204 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 16,839 3,202 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 11, 2026
ArchPoint Investors History No change 16,750 3,185 0.67% 0.67% 163 0 0.0% Q2 2026 Aug 13, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 16,740 3,183 2.31% 2.31% 164 0 0.0% Q2 2026 Jul 24, 2026
TUDOR INVESTMENT CORP ET AL History No change 16,732 3,182 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 16,689 3,174 0.03% 0.03% 166 0 0.0% Q2 2026 Jul 15, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 16,535 3,144 0.17% 0.17% 167 0 0.0% Q2 2026 Jul 15, 2026
Bank Pictet & Cie (Europe) AG History No change 16,280 3,096 0.06% 0.06% 168 0 0.0% Q2 2026 Jul 24, 2026
Sender Co & Partners, Inc. History No change 16,209 3,082 0.89% 0.89% 169 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 15,827 3,010 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
Choate Investment Advisors History No change 15,352 2,919 0.05% 0.05% 171 0 0.0% Q2 2026 Aug 11, 2026
Florin Court Capital LLP History No change 14,900 2,833 4.63% 4.63% 172 0 0.0% Q2 2026 Aug 04, 2026
Avalon Trust Co History No change 14,805 2,815 0.17% 0.17% 173 0 0.0% Q2 2026 Aug 06, 2026
BTG Pactual Asset Management US LLC History No change 14,799 2,814 0.17% 0.17% 174 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 14,753 2,805 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 14,427 2,743 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 14,017 2,665 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 13, 2026
Empirical Asset Management, LLC History No change 13,997 2,662 0.6% 0.6% 178 0 0.0% Q2 2026 Aug 10, 2026
Crestwood Advisors Group, LLC History No change 13,751 2,615 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 03, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 13,660 2,598 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 19, 2026
KCM INVESTMENT ADVISORS LLC History No change 13,640 2,594 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 13,419 2,552 0.13% 0.13% 182 0 0.0% Q2 2026 Jul 29, 2026
Martin Capital Advisors, LLP History No change 13,419 2,552 1.34% 1.34% 183 0 0.0% Q2 2026 Jul 24, 2026
CENTRAL TRUST Co History No change 13,342 2,537 0.05% 0.05% 184 0 0.0% Q2 2026 Jul 31, 2026
1ST SOURCE BANK History No change 13,311 2,531 0.11% 0.11% 185 0 0.0% Q2 2026 Aug 06, 2026
VALICENTI ADVISORY SERVICES INC History No change 13,280 2,526 0.48% 0.48% 186 0 0.0% Q2 2026 Jul 16, 2026
Viewpoint Capital Management LLC History No change 13,280 2,525 1.29% 1.29% 187 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History No change 13,147 2,500 0.02% 0.02% 188 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 13,090 2,489 0.08% 0.08% 189 0 0.0% Q2 2026 Jul 31, 2026
Intellectus Partners, LLC History No change 12,950 2,463 0.43% 0.43% 190 0 0.0% Q2 2026 Aug 12, 2026
New England Private Wealth Advisors LLC History No change 13,081 2,461 0.24% 0.24% 191 0 0.0% Q2 2026 Aug 04, 2026
Arcadia Wealth Management, Inc. History No change 12,914 2,456 1.17% 1.17% 192 0 0.0% Q2 2026 Aug 11, 2026
Texas Yale Capital Corp. History No change 12,840 2,442 0.05% 0.05% 193 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 12,725 2,420 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 12,643 2,404 0.16% 0.16% 195 0 0.0% Q2 2026 Aug 04, 2026
LEUTHOLD GROUP, LLC History No change 12,614 2,399 0.24% 0.24% 196 0 0.0% Q2 2026 Aug 04, 2026
Lido Advisors, LLC History No change 12,521 2,381 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 12,417 2,361 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 12,383 2,355 0.04% 0.04% 199 0 0.0% Q2 2026 Aug 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 12,231 2,326 0.03% 0.03% 200 0 0.0% Q2 2026 Jul 24, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 12,187 2,317 0.95% 0.95% 201 0 0.0% Q2 2026 Sep 18, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 12,170 2,314 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 12,135 2,308 0.06% 0.06% 203 0 0.0% Q2 2026 Jul 29, 2026
Cresset Asset Management, LLC History No change 11,649 2,215 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 14, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History No change 11,488 2,184 1.31% 1.31% 205 0 0.0% Q2 2026 Aug 12, 2026
KKM Financial LLC History No change 11,454 2,178 0.3% 0.3% 206 0 0.0% Q2 2026 Aug 14, 2026
Bellwether Advisors, LLC History No change 11,441 2,175 0.32% 0.32% 207 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 11,400 2,168 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 03, 2026
Advisory Services Network, LLC History No change 11,347 2,158 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 11,171 2,124 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 11,166 2,123 0.02% 0.02% 211 0 0.0% Q2 2026 Jul 22, 2026
Stegent Equity Advisors, Inc. History No change 11,097 2,110 1.51% 1.51% 212 0 0.0% Q2 2026 Jul 29, 2026
Novak & Powell Financial Services, Inc. History No change 11,077 2,106 0.99% 0.99% 213 0 0.0% Q2 2026 Aug 11, 2026
BURNS J W & CO INC/NY History No change 10,973 2,086 0.22% 0.22% 214 0 0.0% Q2 2026 Jul 15, 2026
Arkadios Wealth Advisors History No change 10,967 2,085 0.03% 0.03% 215 0 0.0% Q2 2026 Aug 10, 2026
Sage Capital Management, LLC History No change 10,923 2,077 0.81% 0.81% 216 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Financial Partners, Inc. History No change 10,693 2,033 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 10,607 2,017 0.04% 0.04% 218 0 0.0% Q2 2026 Aug 07, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 10,517 2,000 0.13% 0.13% 219 0 0.0% Q2 2026 Jul 28, 2026
World Investment Advisors History No change 11,631 1,996 0.03% 0.03% 220 0 0.0% Q2 2026 Aug 13, 2026
HOEY INVESTMENTS, INC History No change 10,486 1,994 0.26% 0.26% 221 0 0.0% Q2 2026 Jul 27, 2026
Merit Financial Group, LLC History No change 10,434 1,984 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 20, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 10,367 1,971 1.4% 1.4% 223 0 0.0% Q2 2026 Aug 10, 2026
Main Street Financial Solutions, LLC History No change 10,264 1,952 0.13% 0.13% 224 0 0.0% Q2 2026 Aug 07, 2026
SCOTIA CAPITAL INC. History No change 10,222 1,944 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 11, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 10,056 1,912 0.88% 0.88% 226 0 0.0% Q2 2026 Sep 18, 2026
FSA WEALTH PARTNERS, INC. History No change 10,052 1,911 0.48% 0.48% 227 0 0.0% Q2 2026 Aug 03, 2026
Blue Fin Capital, Inc. History No change 10,021 1,905 0.28% 0.28% 228 0 0.0% Q2 2026 Aug 04, 2026
GARRISON POINT ADVISORS, LLC History No change 9,944 1,891 0.77% 0.77% 229 0 0.0% Q2 2026 Jul 31, 2026
Gerber Kawasaki Wealth & Investment Management History No change 9,935 1,889 0.05% 0.05% 230 0 0.0% Q2 2026 Aug 07, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 9,910 1,884 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 10, 2026
Cannell & Spears LLC History No change 9,843 1,872 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 9,707 1,846 0.05% 0.05% 233 0 0.0% Q2 2026 Jul 07, 2026
Lighthouse Financial LLC History No change 9,470 1,801 0.93% 0.93% 234 0 0.0% Q2 2026 Aug 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 9,175 1,744 0.02% 0.02% 235 0 0.0% Q2 2026 Aug 14, 2026
Audent Global Asset Management, LLC History No change 9,167 1,743 1.95% 1.95% 236 0 0.0% Q2 2026 Aug 04, 2026
Moors & Cabot, Inc. History No change 9,121 1,734 0.07% 0.07% 237 0 0.0% Q2 2026 Aug 10, 2026
RS CRUM INC. History No change 9,111 1,732 0.32% 0.32% 238 0 0.0% Q2 2026 Aug 10, 2026
White Lighthouse Investment Management Inc. History No change 9,050 1,721 0.21% 0.21% 239 0 0.0% Q2 2026 Aug 04, 2026
Arrowroot Family Office, LLC History No change 8,951 1,702 0.49% 0.49% 240 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 8,939 1,700 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 12, 2026
Canton Hathaway, LLC History No change 8,711 1,656 0.32% 0.32% 242 0 0.0% Q2 2026 Aug 05, 2026
Biltmore Family Office, LLC History No change 8,704 1,655 0.22% 0.22% 243 0 0.0% Q2 2026 Aug 12, 2026
Telos Capital Management, Inc. History No change 8,609 1,637 0.14% 0.14% 244 0 0.0% Q2 2026 Jul 22, 2026
City State Bank History No change 8,602 1,636 0.37% 0.37% 245 0 0.0% Q2 2026 Jul 14, 2026
Magnus Financial Group LLC History No change 8,556 1,627 0.12% 0.12% 246 0 0.0% Q2 2026 Jul 09, 2026
Integrated Wealth Concepts LLC History No change 8,547 1,625 0.01% 0.01% 247 0 0.0% Q2 2026 Sep 08, 2026
Wealthcare Advisory Partners LLC History No change 8,457 1,608 0.03% 0.03% 248 0 0.0% Q2 2026 Jul 09, 2026
Beaumont Financial Advisors, LLC History No change 8,418 1,601 0.1% 0.1% 249 0 0.0% Q2 2026 Aug 04, 2026
Sanchez Gaunt Capital Management, LLC History No change 8,368 1,591 0.89% 0.89% 250 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 8,313 1,581 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Co / SC History No change 8,302 1,578 0.2% 0.2% 252 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisors, LLC History No change 8,246 1,568 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 06, 2026
Busey Bank History No change 8,223 1,563 0.04% 0.04% 254 0 0.0% Q2 2026 Aug 13, 2026
Acropolis Investment Management, LLC History No change 8,187 1,557 0.06% 0.06% 255 0 0.0% Q2 2026 Jul 16, 2026
Apollon Wealth Management, LLC History No change 8,118 1,543 0.02% 0.02% 256 0 0.0% Q2 2026 Jul 22, 2026
Pathstone Holdings, LLC History No change 8,071 1,534 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 8,039 1,528 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 07, 2026
Tidal Investments LLC History No change 7,952 1,512 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 7,937 1,509 0.09% 0.09% 260 0 0.0% Q2 2026 Jul 15, 2026
Vestmark Advisory Solutions, Inc. History No change 7,930 1,508 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 7,882 1,499 0.01% 0.01% 262 0 0.0% Q2 2026 Jul 27, 2026
Chicago Partners Investment Group LLC History No change 7,922 1,497 0.03% 0.03% 263 0 0.0% Q2 2026 Jul 29, 2026
Milestone Investment Advisors LLC History No change 7,787 1,481 0.32% 0.32% 264 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 7,737 1,471 0.02% 0.02% 265 0 0.0% Q2 2026 Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 7,723 1,468 0.02% 0.02% 266 0 0.0% Q2 2026 Jul 28, 2026
Signature Wealth Management Partners, LLC History No change 7,606 1,446 0.67% 0.67% 267 0 0.0% Q2 2026 Jul 29, 2026
Tudor Financial Inc. History No change 7,487 1,423 0.64% 0.64% 268 0 0.0% Q2 2026 Aug 10, 2026
Shulman DeMeo Asset Management LLC History No change 7,202 1,369 0.26% 0.26% 269 0 0.0% Q2 2026 Jul 08, 2026
Clark Capital Management Group, Inc. History No change 6,979 1,327 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 11, 2026
CONGRESS ASSET MANAGEMENT CO History New 6,240 1,313 0.01% — 271 +6,240 New Q3 2026 Oct 06, 2026
Mirae Asset Global Investments Co., Ltd. History No change 6,876 1,307 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 22, 2026
Banco Santander, S.A. History No change 6,846 1,302 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 29, 2026
Strategic Blueprint, LLC History No change 6,775 1,288 0.06% 0.06% 274 0 0.0% Q2 2026 Jul 23, 2026
Finer Wealth Management, Inc. History No change 6,742 1,282 0.57% 0.57% 275 0 0.0% Q2 2026 Aug 03, 2026
ADELL HARRIMAN & CARPENTER INC History No change 6,696 1,273 0.07% 0.07% 276 0 0.0% Q2 2026 Aug 04, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 6,694 1,273 0.71% 0.71% 277 0 0.0% Q2 2026 Jul 16, 2026
CIBC WORLD MARKET INC. History No change 6,666 1,267 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 13, 2026
LM Advisors LLC History No change 6,624 1,260 0.15% 0.15% 279 0 0.0% Q2 2026 Aug 12, 2026
Westwood Wealth Management History No change 6,600 1,255 0.36% 0.36% 280 0 0.0% Q2 2026 Aug 07, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 5,948 1,252 0.01% 0.01% 281 -65 -1.08% Q3 2026 Oct 05, 2026
O'ROURKE & COMPANY, Inc History No change 6,521 1,240 0.43% 0.43% 282 0 0.0% Q2 2026 Aug 14, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 6,516 1,239 0.05% 0.05% 283 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 6,520 1,239 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 6,448 1,226 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 6,407 1,218 0.05% 0.05% 286 0 0.0% Q2 2026 Jul 22, 2026
FIL Ltd History No change 6,381 1,217 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 6,402 1,217 0.01% 0.01% 288 0 0.0% Q2 2026 Jul 24, 2026
Wealthspire Advisors, LLC History No change 6,379 1,213 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 11, 2026
HARMONY ASSET MANAGEMENT LLC History No change 6,350 1,207 0.32% 0.32% 290 0 0.0% Q2 2026 Jul 20, 2026
WEBSTER BANK, N. A. History No change 6,241 1,186 0.1% 0.1% 291 0 0.0% Q2 2026 Jul 20, 2026
Snowden Capital Advisors LLC History No change 6,185 1,176 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 6,147 1,169 0.03% 0.03% 293 0 0.0% Q2 2026 Jul 13, 2026
Essex Financial Services, Inc. History No change 6,121 1,164 0.06% 0.06% 294 0 0.0% Q2 2026 Aug 10, 2026
PROFFITT & GOODSON INC History No change 6,119 1,163 0.16% 0.16% 295 0 0.0% Q2 2026 Jul 22, 2026
Modera Wealth Management, LLC History No change 6,054 1,151 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 03, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 6,750 1,139 0.16% 0.16% 297 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History No change 5,864 1,115 0.04% 0.04% 298 0 0.0% Q2 2026 Aug 06, 2026
Ascent Group, LLC History No change 5,805 1,104 0.03% 0.03% 299 0 0.0% Q2 2026 Aug 03, 2026
BigSur Wealth Management LLC History No change 5,800 1,103 0.27% 0.27% 300 0 0.0% Q2 2026 Jul 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 5,799 1,102 0.06% 0.06% 301 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 5,794 1,101 0.22% 0.22% 302 0 0.0% Q2 2026 Jul 17, 2026
Focus Financial Network, Inc. History No change 5,697 1,083 0.03% 0.03% 303 0 0.0% Q2 2026 Jul 09, 2026
Endowment Wealth Management, Inc. History No change 5,691 1,082 0.42% 0.42% 304 0 0.0% Q2 2026 Aug 05, 2026
Sound View Wealth Advisors Group, LLC History No change 5,612 1,067 0.07% 0.07% 305 0 0.0% Q2 2026 Aug 11, 2026
Kessler Investment Group, LLC History No change 5,546 1,054 0.45% 0.45% 306 0 0.0% Q2 2026 Jul 13, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 5,525 1,050 0.06% 0.06% 307 0 0.0% Q2 2026 Jul 20, 2026
Knott David M Jr History No change 5,500 1,046 0.55% 0.55% 308 0 0.0% Q2 2026 Aug 12, 2026
BAILARD, INC. History No change 5,462 1,038 0.02% 0.02% 309 0 0.0% Q2 2026 Jul 30, 2026
Cassaday & Co Wealth Management LLC History No change 5,383 1,023 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 10, 2026
Evolution Wealth Advisors, LLC History No change 5,377 1,022 0.12% 0.12% 311 0 0.0% Q2 2026 Jul 29, 2026
MEANS INVESTMENT CO., INC. History No change 5,364 1,020 0.08% 0.08% 312 0 0.0% Q2 2026 Aug 14, 2026
RAELIPSKIE PARTNERSHIP History No change 5,280 1,004 0.38% 0.38% 313 0 0.0% Q2 2026 Aug 04, 2026
OneDigital Investment Advisors LLC History No change 5,259 1,000 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 06, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 5,240 996 0.12% 0.12% 315 0 0.0% Q2 2026 Aug 14, 2026
Odyssey Capital Advisors, Inc. History No change 5,197 988 0.71% 0.71% 316 0 0.0% Q2 2026 Jul 31, 2026
Cladis Investment Advisory, LLC History No change 5,175 984 0.46% 0.46% 317 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 5,168 982 0.06% 0.06% 318 0 0.0% Q2 2026 Aug 05, 2026
Point72 Asset Management, L.P. History No change 5,100 969 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 5,096 969 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 14, 2026
Sharper & Granite LLC History No change 5,099 969 0.3% 0.3% 321 0 0.0% Q2 2026 Jul 16, 2026
Point Nemo Capital, LLC History No change 5,097 969 0.49% 0.49% 322 0 0.0% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History No change 5,096 968 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 13, 2026
American State Bank (Iowa) History No change 5,082 966 0.39% 0.39% 324 0 0.0% Q2 2026 Jul 09, 2026
IEQ CAPITAL, LLC History No change 5,062 962 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 5,013 953 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 20, 2026
Harbour Capital Advisors, LLC History No change 4,958 952 0.17% 0.17% 327 0 0.0% Q2 2026 Jul 15, 2026
New Paradigm Capital Management, LLC History No change 5,000 950 2.03% 2.03% 328 0 0.0% Q2 2026 Aug 04, 2026
Alpha Wealth Funds, LLC History No change 5,000 948 0.52% 0.52% 329 0 0.0% Q2 2026 Aug 10, 2026
BAXTER BROS INC History No change 4,949 941 0.11% 0.11% 330 0 0.0% Q2 2026 Aug 06, 2026
Aprio Wealth Management, LLC History No change 4,943 940 0.05% 0.05% 331 0 0.0% Q2 2026 Jul 24, 2026
SMITH, MOORE & CO. History No change 4,924 936 0.06% 0.06% 332 0 0.0% Q2 2026 Aug 12, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 4,916 934 0.06% 0.06% 333 0 0.0% Q2 2026 Aug 03, 2026
Arax Advisory Partners History No change 4,914 934 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 10, 2026
Nikulski Financial, Inc. History No change 4,915 934 0.2% 0.2% 335 0 0.0% Q2 2026 Jul 28, 2026
VestGen Advisors, LLC History No change 4,850 922 0.03% 0.03% 336 0 0.0% Q2 2026 Aug 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 4,846 921 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 13, 2026
Legacy Edge Advisors, LLC History No change 4,844 921 0.08% 0.08% 338 0 0.0% Q2 2026 Aug 11, 2026
Advantage Trust Co History No change 4,817 916 0.32% 0.32% 339 0 0.0% Q2 2026 Jul 17, 2026
Principle Wealth Partners LLC History No change 4,781 909 0.04% 0.04% 340 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 4,771 907 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 29, 2026
DEARBORN PARTNERS LLC History No change 5,362 905 0.05% 0.05% 342 0 0.0% Q2 2026 Aug 13, 2026
Maxele Advisors, LLC History No change 4,755 904 0.63% 0.63% 343 0 0.0% Q2 2026 Aug 14, 2026
Summit Global Investments History No change 4,712 896 0.05% 0.05% 344 0 0.0% Q2 2026 Aug 03, 2026
REGIONS FINANCIAL CORP History No change 4,701 894 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO History No change 4,562 891 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 27, 2026
Philadelphia Investment Partners, LLC History No change 4,665 888 0.55% 0.55% 347 0 0.0% Q2 2026 Aug 14, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 4,601 875 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 4,604 875 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 4,581 871 0.03% 0.03% 350 0 0.0% Q2 2026 Jul 23, 2026
DECISION INVESTMENTS, INC History No change 4,533 862 0.78% 0.78% 351 0 0.0% Q2 2026 Jul 13, 2026
Haverford Trust Co History No change 4,470 850 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 12, 2026
STONEBRIDGE CAPITAL MANAGEMENT INC History No change 4,455 847 0.41% 0.41% 353 0 0.0% Q2 2026 Aug 14, 2026
Massachusetts Wealth Management History No change 4,446 845 0.32% 0.32% 354 0 0.0% Q2 2026 Aug 03, 2026
ROTHSCHILD INVESTMENT LLC History No change 4,425 841 0.03% 0.03% 355 0 0.0% Q2 2026 Aug 06, 2026
Midwest Trust Co History No change 4,423 841 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 04, 2026
CWA Asset Management Group, LLC History No change 4,414 839 0.03% 0.03% 357 0 0.0% Q2 2026 Jul 14, 2026
EFG International AG History No change 4,378 833 0.02% 0.02% 358 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,365 830 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 14, 2026
Fort Sheridan Advisors LLC History No change 4,329 823 0.09% 0.09% 360 0 0.0% Q2 2026 Aug 05, 2026
TCV Trust & Wealth Management, Inc. History No change 4,295 816 0.06% 0.06% 361 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 4,235 805 0.02% 0.02% 362 0 0.0% Q2 2026 Jul 28, 2026
Fairvoy Private Wealth, LLC History No change 4,226 803 0.16% 0.16% 363 0 0.0% Q2 2026 Jul 17, 2026
Navis Wealth Advisors, LLC History No change 4,210 800 0.3% 0.3% 364 0 0.0% Q2 2026 Aug 14, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 4,200 798 0.07% 0.07% 365 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 4,193 797 0.04% 0.04% 366 0 0.0% Q2 2026 Aug 11, 2026
KFG WEALTH MANAGEMENT, LLC History No change 4,160 791 0.09% 0.09% 367 0 0.0% Q2 2026 Jul 22, 2026
HEADINVEST, LLC History No change 4,156 790 0.15% 0.15% 368 0 0.0% Q2 2026 Aug 14, 2026
Shepherd Financial Partners LLC History No change 4,130 785 0.06% 0.06% 369 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,088 777 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 12, 2026
MSH Capital Advisors LLC History No change 4,088 777 0.14% 0.14% 371 0 0.0% Q2 2026 Aug 10, 2026
Sovereign Financial Group, Inc. History No change 4,083 776 0.12% 0.12% 372 0 0.0% Q2 2026 Jul 24, 2026
NVWM, LLC History No change 4,072 774 0.16% 0.16% 373 0 0.0% Q2 2026 Jul 28, 2026
AFT, FORSYTH & COMPANY, INC. History No change 4,017 764 0.37% 0.37% 374 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 4,017 763 0.02% 0.02% 375 0 0.0% Q2 2026 Jul 30, 2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ History No change 4,000 760 0.98% 0.98% 376 0 0.0% Q2 2026 Aug 10, 2026
OpenArc Corporate Advisory, LLC History No change 3,996 760 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 05, 2026
Clarity Wealth Advisors, LLC History No change 3,994 759 0.13% 0.13% 378 0 0.0% Q2 2026 Jul 24, 2026
Pine Valley Investments Ltd Liability Co History No change 3,992 759 0.03% 0.03% 379 0 0.0% Q2 2026 Jul 24, 2026
Core Wealth Partners LLC History No change 3,989 758 0.32% 0.32% 380 0 0.0% Q2 2026 Jul 17, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 3,985 757 0.01% 0.01% 381 0 0.0% Q2 2026 Jul 23, 2026
Meridian Wealth Management, LLC History No change 3,957 752 0.02% 0.02% 382 0 0.0% Q2 2026 Aug 05, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 3,957 752 0.16% 0.16% 383 0 0.0% Q2 2026 Jul 09, 2026
Clear Harbor Asset Management, LLC History No change 3,906 742 0.05% 0.05% 384 0 0.0% Q2 2026 Aug 12, 2026
CreativeOne Wealth, LLC History No change 3,897 741 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 13, 2026
ICICI Prudential Asset Management Co Ltd History No change 3,877 737 0.08% 0.08% 386 0 0.0% Q2 2026 Aug 06, 2026
VERITY Wealth Advisors History No change 3,860 734 0.44% 0.44% 387 0 0.0% Q2 2026 Jul 16, 2026
RWA WEALTH PARTNERS, LLC History No change 3,829 728 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 3,833 728 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 18, 2026
Pines Wealth Management, LLC History No change 3,793 721 0.21% 0.21% 390 0 0.0% Q2 2026 Jul 22, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 3,743 711 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 10, 2026
Community Financial Services Group, LLC History No change 3,716 706 0.1% 0.1% 392 0 0.0% Q2 2026 Jul 09, 2026
Krilogy Financial LLC History No change 3,707 705 0.02% 0.02% 393 0 0.0% Q2 2026 Jul 27, 2026
WATERS PARKERSON & CO., LLC History No change 3,700 703 0.03% 0.03% 394 0 0.0% Q2 2026 Jul 30, 2026
AlphaCore Capital LLC History No change 3,688 701 0.01% 0.01% 395 0 0.0% Q2 2026 Aug 06, 2026
Wellington Shields Capital Management, LLC History No change 3,660 696 0.09% 0.09% 396 0 0.0% Q2 2026 Aug 10, 2026
KINTRA WEALTH, LLC History No change 3,479 692 0.04% 0.04% 397 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History No change 3,610 686 0.02% 0.02% 398 0 0.0% Q2 2026 Jul 08, 2026
MIDDLETON & CO INC/MA History No change 3,600 684 0.07% 0.07% 399 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 3,572 679 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 05, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 3,565 678 0.12% 0.12% 401 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History No change 3,527 677 0.02% 0.02% 402 0 0.0% Q2 2026 Jul 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,558 676 0.03% 0.03% 403 0 0.0% Q2 2026 Jul 27, 2026
TrinityBridge Ltd History No change 3,535 672 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 11, 2026
Creekside Partners History No change 3,527 670 0.24% 0.24% 405 0 0.0% Q2 2026 Jul 30, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 3,514 668 0.04% 0.04% 406 0 0.0% Q2 2026 Jul 20, 2026
Destiny Wealth Partners, LLC History No change 3,580 667 0.09% 0.09% 407 0 0.0% Q2 2026 Aug 07, 2026
CHELSEA COUNSEL CO History No change 3,500 665 0.28% 0.28% 408 0 0.0% Q2 2026 Aug 11, 2026
SYMMETRY PEAK MANAGEMENT LLC History No change 3,500 665 0.18% 0.18% 409 0 0.0% Q2 2026 Aug 14, 2026
Glassman Wealth Services History No change 3,476 661 0.08% 0.08% 410 0 0.0% Q2 2026 Aug 05, 2026
Financial Concepts Unlimited, Inc. History No change 3,477 661 0.52% 0.52% 411 0 0.0% Q2 2026 Aug 06, 2026
Capstone Wealth Management Group, Inc. History No change 3,449 656 0.4% 0.4% 412 0 0.0% Q2 2026 Jul 27, 2026
Banque Transatlantique SA History No change 3,447 655 0.01% 0.01% 413 0 0.0% Q2 2026 Jul 30, 2026
Caprock Group, LLC History No change 3,437 653 0.01% 0.01% 414 0 0.0% Q2 2026 Jul 27, 2026
Chemistry Wealth Management LLC History No change 3,436 653 0.1% 0.1% 415 0 0.0% Q2 2026 Jul 09, 2026
CHOREO, LLC History No change 3,403 647 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 04, 2026
First International Bank of Israel Ltd. History No change 3,394 645 0.18% 0.18% 417 0 0.0% Q2 2026 Aug 12, 2026
Abbot Financial Management, Inc. History No change 3,384 643 0.22% 0.22% 418 0 0.0% Q2 2026 Aug 06, 2026
Andrews Advisory Associates, LLC History No change 3,381 643 0.31% 0.31% 419 0 0.0% Q2 2026 Jul 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 3,362 639 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 10, 2026
Savant Capital, LLC History No change 3,345 635 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 10, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 3,300 627 0.0% 0.0% 422 0 0.0% Q2 2026 Jul 17, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,288 625 0.06% 0.06% 423 0 0.0% Q2 2026 Jul 07, 2026
Larson Financial Group LLC History No change 3,264 620 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 3,258 619 0.0% 0.0% 425 0 0.0% Q2 2026 Jul 17, 2026
Kelman-Lazarov, Inc. History No change 3,258 619 0.08% 0.08% 426 0 0.0% Q2 2026 Aug 10, 2026
My Personal CFO, LLC History No change 3,240 616 0.24% 0.24% 427 0 0.0% Q2 2026 Jul 21, 2026
BENJAMIN EDWARDS INC History No change 3,231 614 0.01% 0.01% 428 0 0.0% Q2 2026 Jul 24, 2026
Institute for Wealth Management, LLC. History No change 3,206 609 0.05% 0.05% 429 0 0.0% Q2 2026 Jul 28, 2026
Ellis Investment Partners, LLC History No change 3,202 609 0.09% 0.09% 430 0 0.0% Q2 2026 Aug 05, 2026
Walleye Capital LLC History No change 3,202 608 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 03, 2026
Vise Technologies, Inc. History No change 3,202 608 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 10, 2026
Rockingstone Advisors LLC History No change 3,185 605 0.24% 0.24% 433 0 0.0% Q2 2026 Jul 13, 2026
Clearstead Advisors, LLC History No change 3,140 597 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,992 593 0.01% 0.01% 435 0 0.0% Q2 2026 Jul 27, 2026
Lansing Street Advisors History No change 3,123 593 0.13% 0.13% 436 0 0.0% Q2 2026 Jul 24, 2026
Coastwise Capital Group, LLC History No change 3,123 593 0.34% 0.34% 437 0 0.0% Q2 2026 Jul 16, 2026
King Wealth Management Group History No change 3,102 590 0.06% 0.06% 438 0 0.0% Q2 2026 Aug 05, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 3,100 589 0.01% 0.01% 439 0 0.0% Q2 2026 Jul 30, 2026
Thayer Partners, LLC / MA History No change 3,101 589 0.24% 0.24% 440 0 0.0% Q2 2026 Jul 31, 2026
Flagship Private Wealth, LLC History No change 3,091 587 0.21% 0.21% 441 0 0.0% Q2 2026 Aug 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 3,085 586 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 13, 2026
BURKE & HERBERT BANK & TRUST CO History No change 3,085 586 0.15% 0.15% 443 0 0.0% Q2 2026 Aug 07, 2026
Tyche Wealth Partners LLC History No change 3,071 584 0.08% 0.08% 444 0 0.0% Q2 2026 Aug 06, 2026
Maltin Wealth Management, Inc. History No change 3,068 583 0.19% 0.19% 445 0 0.0% Q2 2026 Jul 22, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 3,447 582 0.07% 0.07% 446 0 0.0% Q2 2026 Aug 05, 2026
Dynamic Advisor Solutions LLC History No change 3,058 581 0.02% 0.02% 447 0 0.0% Q2 2026 Jul 07, 2026
GC Wealth Management RIA, LLC History No change 3,019 574 0.03% 0.03% 448 0 0.0% Q2 2026 Jul 16, 2026
Oakworth Capital, Inc. History No change 3,018 573 0.03% 0.03% 449 0 0.0% Q2 2026 Jul 22, 2026
WESBANCO BANK INC History No change 3,000 570 0.01% 0.01% 450 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 2,994 569 0.04% 0.04% 451 0 0.0% Q2 2026 Jul 21, 2026
Carbahal Olsen Financial Services Group, LLC History No change 2,989 568 0.39% 0.39% 452 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY TRUST CO History No change 2,970 564 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 13, 2026
Bravias Capital Group, LLC History No change 2,956 562 0.33% 0.33% 454 0 0.0% Q2 2026 Jul 30, 2026
Peregrine Asset Advisers, Inc. History No change 2,916 554 0.12% 0.12% 455 0 0.0% Q2 2026 Aug 10, 2026
Marotta Asset Management History Reduced 2,628 553 0.09% 0.08% 456 -21 -0.79% Q3 2026 Oct 02, 2026
Outlook Wealth Advisors, LLC History No change 2,889 551 0.12% 0.12% 457 0 0.0% Q2 2026 Aug 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,887 549 0.04% 0.04% 458 0 0.0% Q2 2026 Jul 07, 2026
Mutual Advisors, LLC History No change 2,872 546 0.01% 0.01% 459 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 2,875 546 0.02% 0.02% 460 0 0.0% Q2 2026 Jul 15, 2026
Triangle Securities Wealth Management History No change 2,868 545 0.11% 0.11% 461 0 0.0% Q2 2026 Jul 14, 2026
NWAM LLC History No change 2,865 544 0.03% 0.03% 462 0 0.0% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENTS, INC. History No change 2,840 540 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 12, 2026
PACIFIC SUN FINANCIAL CORP History No change 2,833 538 0.22% 0.22% 464 0 0.0% Q2 2026 Aug 07, 2026
Beverly Hills Private Wealth, LLC History No change 2,821 536 0.1% 0.1% 465 0 0.0% Q2 2026 Aug 06, 2026
Wick Capital Partners, LLC History No change 832 533 0.08% 0.08% 466 0 0.0% Q2 2026 Aug 14, 2026
NAVELLIER & ASSOCIATES INC History No change 2,794 531 0.04% 0.04% 467 0 0.0% Q2 2026 Aug 04, 2026
Joel Isaacson & Co., LLC History No change 2,796 531 0.02% 0.02% 468 0 0.0% Q2 2026 Aug 04, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 2,795 531 0.08% 0.08% 469 0 0.0% Q2 2026 Aug 07, 2026
Kesler, Norman & Wride, LLC History No change 2,797 531 0.08% 0.08% 470 0 0.0% Q2 2026 Jul 23, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 2,785 529 0.04% 0.04% 471 0 0.0% Q2 2026 Jul 16, 2026
Wescott Financial Advisory Group, LLC History No change 2,769 526 0.04% 0.04% 472 0 0.0% Q2 2026 Aug 04, 2026
Clare Market Investments LLC History No change 2,760 524 0.1% 0.1% 473 0 0.0% Q2 2026 Jul 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 2,749 522 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 23, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 2,734 519 0.11% 0.11% 475 0 0.0% Q2 2026 Jul 22, 2026
CERTUITY, LLC History No change 2,732 519 0.03% 0.03% 476 0 0.0% Q2 2026 Jul 28, 2026
J.W. COLE ADVISORS, INC. History No change 2,722 517 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 21, 2026
Prospera Financial Services Inc History No change 2,715 516 0.01% 0.01% 478 0 0.0% Q2 2026 Jul 15, 2026
HCR Wealth Advisors History No change 2,712 515 0.05% 0.05% 479 0 0.0% Q2 2026 Jul 13, 2026
Wealth Management Partners, LLC History No change 2,672 508 0.12% 0.12% 480 0 0.0% Q2 2026 Jul 22, 2026
Heritage Investment Group, Inc. History No change 2,675 508 0.07% 0.07% 481 0 0.0% Q2 2026 Jul 29, 2026
Joseph P. Lucia & Associates, LLC History No change 2,670 507 0.15% 0.15% 482 0 0.0% Q2 2026 Aug 07, 2026
Sowell Financial Services LLC History No change 2,639 501 0.02% 0.02% 483 0 0.0% Q2 2026 Jul 17, 2026
Simmons Bank History No change 2,625 499 0.03% 0.03% 484 0 0.0% Q2 2026 Jul 31, 2026
Phillips Wealth Planners LLC History No change 2,520 499 0.37% 0.37% 485 0 0.0% Q2 2026 Aug 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,621 498 0.06% 0.06% 486 0 0.0% Q2 2026 Jul 29, 2026
GROUP ONE TRADING LLC History No change 2,622 498 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 2,617 497 0.03% 0.03% 488 0 0.0% Q2 2026 Jul 16, 2026
MONTAG A & ASSOCIATES INC History No change 2,600 494 0.02% 0.02% 489 0 0.0% Q2 2026 Aug 05, 2026
Chancellor Financial Group WB LP History No change 2,599 494 0.31% 0.31% 490 0 0.0% Q2 2026 Aug 10, 2026
Coppell Advisory Solutions LLC History No change 60 493 0.04% 0.04% 491 0 0.0% Q2 2026 Aug 14, 2026
Investmark Advisory Group LLC History No change 2,597 493 0.19% 0.19% 492 0 0.0% Q2 2026 Aug 07, 2026
Mesirow Financial Investment Management, Inc. History No change 2,572 489 0.01% 0.01% 493 0 0.0% Q2 2026 Jul 22, 2026
Kovack Advisors, Inc. History No change 2,551 485 0.02% 0.02% 494 0 0.0% Q2 2026 Jul 28, 2026
Triumph Capital Management History No change 2,532 481 0.09% 0.09% 495 0 0.0% Q2 2026 Jul 20, 2026
Beckerman Institutional, LLC History No change 2,528 480 0.23% 0.23% 496 0 0.0% Q2 2026 Aug 11, 2026
COURIER CAPITAL LLC History No change 2,517 478 0.02% 0.02% 497 0 0.0% Q2 2026 Jul 16, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,517 478 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 13, 2026
BlueCrest Capital Management Ltd History No change 2,500 475 0.02% 0.02% 499 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 2,491 473 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 11, 2026
GSA CAPITAL PARTNERS LLP History No change 2,481 472 0.03% 0.03% 501 0 0.0% Q2 2026 Aug 06, 2026
Grant Private Wealth Management Inc History No change 2,481 471 0.2% 0.2% 502 0 0.0% Q2 2026 Jul 07, 2026
RB Capital Management, LLC History No change 2,473 470 0.09% 0.09% 503 0 0.0% Q2 2026 Aug 17, 2026
Continuum Advisory, LLC History No change 2,468 469 0.04% 0.04% 504 0 0.0% Q2 2026 Aug 06, 2026
Timbuktu Capital Management, LLC History No change 2,439 463 0.7% 0.7% 505 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History No change 2,426 461 0.02% 0.02% 506 0 0.0% Q2 2026 Jul 21, 2026
Carter Financial Group, INC. History No change 2,423 460 0.24% 0.24% 507 0 0.0% Q2 2026 Jul 30, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 2,412 458 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 07, 2026
CARRET ASSET MANAGEMENT, LLC History No change 2,404 457 0.04% 0.04% 509 0 0.0% Q2 2026 Aug 04, 2026
Connecticut Wealth Management, LLC History No change 2,405 457 0.02% 0.02% 510 0 0.0% Q2 2026 Jul 29, 2026
WARNER FINANCIAL, INC History No change 2,379 452 0.13% 0.13% 511 0 0.0% Q2 2026 Jul 09, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 2,363 449 0.05% 0.05% 512 0 0.0% Q2 2026 Jul 09, 2026
Berger Financial Group, Inc History No change 2,364 449 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 04, 2026
Valmark Advisers, Inc. History No change 2,360 448 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 06, 2026
Gerald Baker Financial Group LLC History No change 2,355 447 0.13% 0.13% 515 0 0.0% Q2 2026 Aug 03, 2026
Fisher Asset Management, LLC History No change 2,339 444 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 04, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 2,441 442 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 06, 2026
Jacobi Capital Management LLC History No change 2,321 441 0.02% 0.02% 518 0 0.0% Q2 2026 Jul 31, 2026
Clearwater Capital Advisors, LLC History No change 2,314 440 0.03% 0.03% 519 0 0.0% Q2 2026 Aug 06, 2026
Cassady Wealth & Retirement Planning, LLC History No change 2,317 440 0.2% 0.2% 520 0 0.0% Q2 2026 Jul 24, 2026
Neuberger Berman Group LLC History No change 2,301 437 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 13, 2026
Bigelow Investment Advisors, LLC History No change 2,292 435 0.16% 0.16% 522 0 0.0% Q2 2026 Jul 30, 2026
MinichMacGregor Wealth Management, LLC History No change 2,290 435 0.07% 0.07% 523 0 0.0% Q2 2026 Jul 16, 2026
Keystone Financial Group History No change 2,282 434 0.03% 0.03% 524 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 2,282 433 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 03, 2026
CX Institutional History Reduced 2,046 431 0.01% 0.01% 527 -34 -1.63% Q3 2026 Oct 02, 2026
SeaCrest Wealth Management, LLC History No change 2,271 431 0.05% 0.05% 526 0 0.0% Q2 2026 Jul 09, 2026
Interchange Capital Partners, LLC History No change 2,256 429 0.08% 0.08% 528 0 0.0% Q2 2026 Jul 20, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 2,249 427 0.02% 0.02% 529 0 0.0% Q2 2026 Jul 08, 2026
IFG Advisory, LLC History No change 2,241 426 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 13, 2026
EVERETT HARRIS & CO /CA/ History No change 2,235 425 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 03, 2026
Neumann Capital Management, LLC History No change 2,226 423 0.28% 0.28% 532 0 0.0% Q2 2026 Jul 10, 2026
Procyon Advisors, LLC History No change 2,210 420 0.02% 0.02% 533 0 0.0% Q2 2026 Jul 09, 2026
SlateStone Wealth, LLC History No change 2,180 415 0.03% 0.03% 534 0 0.0% Q2 2026 Jul 20, 2026
SFE Investment Counsel History No change 2,131 405 0.05% 0.05% 535 0 0.0% Q2 2026 Aug 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,126 404 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 14, 2026
Vanguard Capital Wealth Advisors History No change 2,125 404 0.27% 0.27% 537 0 0.0% Q2 2026 Jul 23, 2026
Financial Solutions Advisory Group, Inc. History No change 2,031 400 0.05% 0.05% 538 0 0.0% Q2 2026 Jul 13, 2026
NorthCrest Asset Manangement, LLC History No change 2,018 398 0.01% 0.01% 539 0 0.0% Q2 2026 Jul 15, 2026
Hanson & Doremus Investment Management History No change 2,087 397 0.04% 0.04% 540 0 0.0% Q2 2026 Jul 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,084 396 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 13, 2026
CHAPIN DAVIS, INC. History No change 2,077 395 0.07% 0.07% 542 0 0.0% Q2 2026 Jul 07, 2026
Vontobel Holding Ltd. History No change 2,074 394 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 03, 2026
EverSource Wealth Advisors, LLC History No change 2,074 394 0.01% 0.01% 544 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,074 394 0.02% 0.02% 545 0 0.0% Q2 2026 Jul 22, 2026
COOKSON PEIRCE & CO INC History No change 2,066 392 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 23, 2026
WELCH & FORBES LLC History No change 2,057 391 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 30, 2026
ALTFEST L J & CO INC History No change 2,051 389 0.04% 0.04% 548 0 0.0% Q2 2026 Jul 30, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 2,050 389 0.07% 0.07% 549 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 2,030 386 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 31, 2026
Bay Rivers Group History No change 2,026 385 0.13% 0.13% 551 0 0.0% Q2 2026 Jul 09, 2026
10Elms LLP History No change 2,025 385 0.16% 0.16% 552 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,029 383 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 10, 2026
Avidian Wealth Enterprises, LLC History No change 2,015 383 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 24, 2026
Global Assets Advisory, LLC History No change 2,020 383 0.08% 0.08% 555 0 0.0% Q2 2026 Jul 27, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 2,000 381 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 14, 2026
Merrion Investment Management Co, LLC History No change 2,000 380 0.18% 0.18% 557 0 0.0% Q2 2026 Jul 13, 2026
Dale Q Rice Investment Management Ltd History No change 2,003 380 0.21% 0.21% 558 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 1,990 378 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 04, 2026
Elk River Wealth Management LLC History No change 1,990 378 0.06% 0.06% 560 0 0.0% Q2 2026 Aug 12, 2026
Werba Rubin Papier Wealth Management History No change 1,986 377 0.05% 0.05% 561 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 1,986 377 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 04, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,978 376 0.02% 0.02% 563 0 0.0% Q2 2026 Aug 03, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 1,961 373 0.05% 0.05% 564 0 0.0% Q2 2026 Aug 14, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 1,952 371 0.02% 0.02% 565 0 0.0% Q2 2026 Jul 29, 2026
NorthRock Partners, LLC History No change 1,940 368 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 11, 2026
Parcion Private Wealth LLC History No change 1,940 368 0.02% 0.02% 567 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 1,929 366 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 12, 2026
DOVER ADVISORS, LLC History No change 2,173 366 0.15% 0.15% 569 0 0.0% Q2 2026 Aug 07, 2026
Perigon Wealth Management, LLC History No change 1,904 362 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 07, 2026
CALTON & ASSOCIATES, INC. History No change 1,900 361 0.05% 0.05% 571 0 0.0% Q2 2026 Aug 10, 2026
Sculati Wealth Management, LLC History No change 1,895 359 0.12% 0.12% 572 0 0.0% Q2 2026 Jul 21, 2026
Regent Peak Wealth Advisors LLC History No change 1,887 358 0.07% 0.07% 573 0 0.0% Q2 2026 Jul 10, 2026
CoreCap Advisors, LLC History No change 1,874 356 0.01% 0.01% 574 0 0.0% Q2 2026 Jul 06, 2026
NCM Capital Management, LLC History No change 1,865 354 0.11% 0.11% 575 0 0.0% Q2 2026 Aug 14, 2026
MTM FINANCIAL GROUP, LLC History No change 1,857 353 0.15% 0.15% 576 0 0.0% Q2 2026 Jul 27, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 1,875 352 0.07% 0.07% 577 0 0.0% Q2 2026 Jul 27, 2026
MGO ONE SEVEN LLC History No change 1,853 352 0.01% 0.01% 578 0 0.0% Q2 2026 Jul 31, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 1,846 351 0.25% 0.25% 579 0 0.0% Q2 2026 Jul 29, 2026
RFG Advisory, LLC History No change 1,837 349 0.01% 0.01% 580 0 0.0% Q2 2026 Jul 15, 2026
FIRST MERCHANTS CORP History No change 1,810 344 0.01% 0.01% 581 0 0.0% Q2 2026 Jul 15, 2026
Byrne Asset Management LLC History No change 1,674 344 0.19% 0.17% 582 0 0.0% Q3 2026 Oct 06, 2026
Mascagni Wealth Management, Inc. History No change 1,807 343 0.21% 0.21% 583 0 0.0% Q2 2026 Jul 31, 2026
Brick & Kyle, Associates History No change 2,029 342 0.11% 0.11% 584 0 0.0% Q2 2026 Aug 06, 2026
ESL Trust Services, LLC History No change 1,800 342 0.06% 0.06% 585 0 0.0% Q2 2026 Aug 13, 2026
Bluespring Wealth Management, LLC History No change 1,795 341 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 11, 2026
FNY Investment Advisers, LLC History No change 1,791 340 0.12% 0.12% 587 0 0.0% Q2 2026 Jul 08, 2026
PAX Financial Group, LLC History No change 1,789 340 0.05% 0.05% 588 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 1,782 338 0.01% 0.01% 589 0 0.0% Q2 2026 Aug 06, 2026
Western Wealth Management, LLC History No change 1,771 336 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 14, 2026
Asset Management Group, Inc. History No change 1,756 333 0.05% 0.05% 591 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Advisors History No change 1,750 332 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 14, 2026
Green Ridge Wealth Planning LLC History No change 1,750 332 0.14% 0.14% 593 0 0.0% Q2 2026 Jul 08, 2026
SeaBridge Investment Advisors LLC History No change 1,742 331 0.05% 0.05% 594 0 0.0% Q2 2026 Jul 17, 2026
PRINCIPAL SECURITIES, INC. History No change 1,735 329 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 04, 2026
MONEY CONCEPTS CAPITAL CORP History No change 1,735 329 0.02% 0.02% 596 0 0.0% Q2 2026 Aug 04, 2026
LCNB CORP History No change 1,720 327 0.1% 0.1% 597 0 0.0% Q2 2026 Aug 10, 2026
Retirement Planning Co of New England, Inc. History No change 1,720 327 0.12% 0.12% 598 0 0.0% Q2 2026 Jul 30, 2026
MONECO ADVISORS, LLC History No change 1,717 326 0.02% 0.02% 599 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,711 325 0.02% 0.02% 600 0 0.0% Q2 2026 Jul 28, 2026
Ancora Advisors LLC History No change 1,712 325 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 1,710 325 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 14, 2026
RPS ADVISORY SOLUTIONS LLC History No change 1,711 325 0.21% 0.21% 603 0 0.0% Q2 2026 Aug 11, 2026
Bank of New Hampshire History Reduced 1,542 324 0.07% 0.07% 604 -225 -12.73% Q3 2026 Oct 06, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 1,700 323 0.04% 0.04% 605 0 0.0% Q2 2026 Aug 11, 2026
Rehmann Capital Advisory Group History No change 1,693 322 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 20, 2026
Spinnaker Investment Group, LLC History No change 1,695 322 0.05% 0.05% 607 0 0.0% Q2 2026 Jul 10, 2026
Red Door Wealth Management, LLC History No change 1,682 319 0.03% 0.03% 608 0 0.0% Q2 2026 Jul 13, 2026
TD Waterhouse Canada Inc. History No change 1,668 316 0.0% 0.0% 609 0 0.0% Q2 2026 Jul 27, 2026
Valeo Financial Advisors, LLC History No change 1,646 312 0.01% 0.01% 610 0 0.0% Q2 2026 Jul 08, 2026
Ignite Planners, LLC History No change 1,644 312 0.04% 0.04% 611 0 0.0% Q2 2026 Jul 23, 2026
Millennium Capital Advisors, LLC History No change 1,633 310 0.17% 0.17% 612 0 0.0% Q2 2026 Jul 28, 2026
First Nebraska Trust Co History No change 1,634 310 0.03% 0.03% 613 0 0.0% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History No change 1,627 309 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 1,618 307 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 06, 2026
PACK Private Wealth, LLC History No change 1,614 306 0.13% 0.13% 616 0 0.0% Q2 2026 Aug 12, 2026
Bond & Devick Financial Network, Inc. History No change 1,604 305 0.08% 0.08% 617 0 0.0% Q2 2026 Jul 16, 2026
Verition Fund Management LLC History No change 1,602 304 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 14, 2026
Oxler Private Wealth LLC History No change 1,597 303 0.09% 0.09% 619 0 0.0% Q2 2026 Aug 03, 2026
UMB Bank, n.a. History No change 1,585 301 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 1,576 299 0.08% 0.08% 621 0 0.0% Q2 2026 Jul 15, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 1,567 298 0.02% 0.02% 622 0 0.0% Q2 2026 Aug 10, 2026
Ally Invest Advisors Inc. History No change 1,571 298 0.02% 0.02% 623 0 0.0% Q2 2026 Aug 13, 2026
XML Financial, LLC History No change 1,555 295 0.02% 0.02% 624 0 0.0% Q2 2026 Jul 24, 2026
VANCE WEALTH, LLC History No change 1,552 295 0.07% 0.07% 625 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 1,541 293 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 14, 2026
Apriem Advisors History No change 1,545 293 0.03% 0.03% 627 0 0.0% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History No change 1,546 293 0.02% 0.02% 628 0 0.0% Q2 2026 Jul 14, 2026
HBW ADVISORY SERVICES LLC History No change 1,536 292 0.03% 0.03% 629 0 0.0% Q2 2026 Jul 16, 2026
SBI Securities Co., Ltd. History No change 1,540 292 0.01% 0.01% 630 0 0.0% Q2 2026 Jul 22, 2026
Juno Financial Group LLC History No change 1,537 292 0.1% 0.1% 631 0 0.0% Q2 2026 Aug 04, 2026
Regal Investment Advisors LLC History No change 1,533 291 0.02% 0.02% 632 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 1,530 290 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 14, 2026
Penobscot Investment Management Company, Inc. History No change 1,518 288 0.02% 0.02% 634 0 0.0% Q2 2026 Jul 24, 2026
IFC Advisors LLC History No change 1,513 287 0.04% 0.04% 635 0 0.0% Q2 2026 Aug 05, 2026
CITY HOLDING CO History No change 1,507 286 0.03% 0.03% 636 0 0.0% Q2 2026 Jul 10, 2026
HBK Sorce Advisory LLC History No change 1,489 285 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 06, 2026
Vision Capital Management, Inc. History No change 1,500 285 0.03% 0.03% 638 0 0.0% Q2 2026 Aug 10, 2026
Broyhill Asset Management, LLC History No change 1,500 285 0.25% 0.25% 639 0 0.0% Q2 2026 Aug 04, 2026
Platform Technology Partners History No change 1,492 283 0.05% 0.05% 640 0 0.0% Q2 2026 Jul 24, 2026
Sovran Advisors, LLC History No change 1,490 283 0.02% 0.02% 641 0 0.0% Q2 2026 Jul 29, 2026
Community Bank, N.A. History No change 1,483 282 0.03% 0.03% 642 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 1,475 280 0.02% 0.02% 643 0 0.0% Q2 2026 Sep 15, 2026
SevenBridge Financial Group, LLC History No change 1,417 280 0.04% 0.04% 644 0 0.0% Q2 2026 Aug 12, 2026
Objective Capital Management, LLC History No change 1,467 279 0.25% 0.25% 645 0 0.0% Q2 2026 Jul 20, 2026
Sargent Investment Group, LLC History No change 1,449 275 0.03% 0.03% 646 0 0.0% Q2 2026 Aug 11, 2026
TRITONPOINT WEALTH, LLC History No change 1,446 275 0.03% 0.03% 647 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 1,446 275 0.02% 0.02% 648 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 1,434 272 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 14, 2026
Castle Rock Wealth Management, LLC History No change 1,430 271 0.05% 0.05% 650 0 0.0% Q2 2026 Jul 07, 2026
PW Nova Financial Services LLC History No change 1,428 271 0.06% 0.06% 651 0 0.0% Q2 2026 Jul 29, 2026
GTS SECURITIES LLC History No change 1,399 266 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 1,399 266 0.04% 0.04% 653 0 0.0% Q2 2026 Jul 21, 2026
MARATHON CAPITAL MANAGEMENT History No change 1,375 261 0.05% 0.05% 654 0 0.0% Q2 2026 Jul 22, 2026
Hikari Tsushin, Inc. History No change 1,373 261 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 11, 2026
South Shore Capital Advisors History No change 1,375 261 0.17% 0.17% 656 0 0.0% Q2 2026 Jul 30, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,376 261 0.01% 0.01% 657 0 0.0% Q2 2026 Jul 31, 2026
CAHILL FINANCIAL ADVISORS INC History No change 1,370 260 0.02% 0.02% 658 0 0.0% Q2 2026 Aug 11, 2026
Caldwell Trust Co History No change 1,368 260 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 03, 2026
WILLIAM JOHN SEMPOLINSKI History No change 1,368 260 0.1% 0.1% 660 0 0.0% Q2 2026 Aug 14, 2026
Mechanics Bank Trust Department History No change 1,350 256 0.03% 0.03% 661 0 0.0% Q2 2026 Jul 07, 2026
Beck Bode, LLC History No change 1,350 256 0.04% 0.04% 662 0 0.0% Q2 2026 Aug 13, 2026
High Net Worth Advisory Group LLC History No change 1,350 256 0.05% 0.05% 663 0 0.0% Q2 2026 Jul 29, 2026
Worth Financial Advisory Group, LLC History No change 1,347 256 0.11% 0.11% 664 0 0.0% Q2 2026 Jul 30, 2026
Empower Advisory Group, LLC History No change 1,351 256 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 12, 2026
Florida Trust Wealth Management Co History No change 1,344 255 0.01% 0.01% 666 0 0.0% Q2 2026 Jul 27, 2026
StoneX Group Inc. History No change 1,339 254 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 1,335 253 0.01% 0.01% 668 0 0.0% Q2 2026 Aug 10, 2026
Elm3 Financial Group, LLC History No change 1,330 252 0.17% 0.17% 669 0 0.0% Q2 2026 Jul 29, 2026
Matisse Capital History No change 1,311 249 0.1% 0.1% 670 0 0.0% Q2 2026 Aug 12, 2026
Kaydan Wealth Management, Inc. History No change 1,312 249 0.08% 0.08% 671 0 0.0% Q2 2026 Jul 24, 2026
Stonebridge Financial Group, LLC/CA History No change 1,305 248 0.03% 0.03% 672 0 0.0% Q2 2026 Aug 13, 2026
Circle Wealth Management, LLC History No change 1,302 247 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 12, 2026
Madrona Financial Services, LLC History No change 1,294 246 0.05% 0.05% 674 0 0.0% Q2 2026 Jul 17, 2026
Wellington Shields & Co., LLC History No change 1,290 245 0.05% 0.05% 675 0 0.0% Q2 2026 Aug 10, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,291 245 0.0% 0.0% 676 0 0.0% Q2 2026 Sep 23, 2026
Ellsworth Advisors, LLC History No change 1,276 242 0.04% 0.04% 677 0 0.0% Q2 2026 Jul 16, 2026
RDA Financial Network History No change 1,268 241 0.05% 0.05% 678 0 0.0% Q2 2026 Jul 06, 2026
Register Financial Advisors LLC History No change 1,268 241 0.07% 0.07% 679 0 0.0% Q2 2026 Jul 15, 2026
North Star Investment Management Corp. History No change 1,263 240 0.01% 0.01% 680 0 0.0% Q2 2026 Jul 28, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 1,260 239 0.03% 0.03% 681 0 0.0% Q2 2026 Aug 12, 2026
HighPoint Advisor Group LLC History No change 1,245 236 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 05, 2026
Savvy Advisors, Inc. History No change 1,239 235 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 03, 2026
Samalin Investment Counsel, LLC History No change 1,232 234 0.07% 0.07% 684 0 0.0% Q2 2026 Jul 27, 2026
Keudell/Morrison Wealth Management History No change 1,235 234 0.04% 0.04% 685 0 0.0% Q2 2026 Jul 15, 2026
Edge Wealth Management LLC History No change 1,227 233 0.04% 0.04% 686 0 0.0% Q2 2026 Jul 09, 2026
VISTA INVESTMENT MANAGEMENT History No change 1,230 233 0.07% 0.07% 687 0 0.0% Q2 2026 Aug 12, 2026
FAIRFIELD, BUSH & CO. History No change 1,223 232 0.11% 0.11% 688 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 1,217 231 0.01% 0.01% 689 0 0.0% Q2 2026 Jul 20, 2026
HUNTINGTON NATIONAL BANK History No change 1,218 231 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 13, 2026
Bragg Financial Advisors, Inc History No change 1,215 231 0.01% 0.01% 691 0 0.0% Q2 2026 Aug 12, 2026
Bangor Savings Bank History No change 1,099 231 0.02% 0.02% 692 0 0.0% Q3 2026 Oct 06, 2026
LightSquare Wealth Management, LLC History No change 1,217 231 0.16% 0.16% 693 0 0.0% Q2 2026 Aug 03, 2026
TriCert Investment Counsel Inc. History No change 1,215 231 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth Group, LLC History No change 1,213 230 0.01% 0.01% 695 0 0.0% Q2 2026 Jul 27, 2026
Sterling Investment Counsel, LLC History No change 1,211 230 0.05% 0.05% 696 0 0.0% Q2 2026 Jul 20, 2026
TCP Asset Management, LLC History No change 1,214 230 0.03% 0.03% 697 0 0.0% Q2 2026 Jul 15, 2026
ALERUS FINANCIAL NA History No change 1,206 229 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 1,356 229 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 13, 2026
Aureus Asset Management, LLC History No change 1,200 228 0.01% 0.01% 700 0 0.0% Q2 2026 Aug 14, 2026
Portland Global Advisors LLC History No change 1,200 228 0.02% 0.02% 701 0 0.0% Q2 2026 Aug 13, 2026
LFA - Lugano Financial Advisors SA History No change 1,200 228 0.14% 0.14% 702 0 0.0% Q2 2026 Jul 28, 2026
UNION SAVINGS BANK History No change 1,200 228 0.09% 0.09% 703 0 0.0% Q2 2026 Jul 23, 2026
Modern Wealth Management, LLC History No change 1,204 228 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 13, 2026
Selective Wealth Management, Inc. History No change 1,200 227 0.06% 0.06% 705 0 0.0% Q2 2026 Jul 20, 2026
Next Level Private LLC History No change 1,193 226 0.04% 0.04% 706 0 0.0% Q2 2026 Jul 09, 2026
Sand Hill Global Advisors, LLC History No change 1,187 225 0.01% 0.01% 707 0 0.0% Q2 2026 Aug 11, 2026
Embree Financial Group History No change 1,187 225 0.02% 0.02% 708 0 0.0% Q2 2026 Jul 15, 2026
Clearbridge Investments, LLC History No change 1,180 224 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 1,181 224 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 11, 2026
Integrated Advisors Network LLC History No change 1,180 224 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 11, 2026
LEIGH BALDWIN & CO., LLC History No change 1,176 223 0.12% 0.12% 712 0 0.0% Q2 2026 Aug 13, 2026
EPG Wealth Management LLC History No change 1,175 223 0.05% 0.05% 713 0 0.0% Q2 2026 Jul 28, 2026
Founders Financial Alliance, LLC History No change 1,177 223 0.03% 0.03% 714 0 0.0% Q2 2026 Aug 04, 2026
Brookwood Investment Group LLC History No change 1,175 223 0.03% 0.03% 715 0 0.0% Q2 2026 Jul 23, 2026
ASL Financial, LLC History No change 1,175 223 0.16% 0.16% 716 0 0.0% Q2 2026 Jul 21, 2026
ST GERMAIN D J CO INC History No change 1,170 222 0.01% 0.01% 717 0 0.0% Q2 2026 Jul 21, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 1,163 221 0.05% 0.05% 718 0 0.0% Q2 2026 Aug 14, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 1,178 219 0.02% 0.02% 719 0 0.0% Q2 2026 Aug 03, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,142 217 0.08% 0.08% 720 0 0.0% Q2 2026 Aug 05, 2026
Orca Wealth Management, LLC History No change 1,143 217 0.13% 0.13% 721 0 0.0% Q2 2026 Jul 22, 2026
Cornell Pochily Investment Advisors, Inc. History No change 1,140 216 0.06% 0.06% 722 0 0.0% Q2 2026 Jul 15, 2026
Atlas Private Wealth Advisors History No change 1,140 216 0.05% 0.05% 723 0 0.0% Q2 2026 Jul 27, 2026
Rockport Wealth LLC History No change 1,137 216 0.04% 0.04% 724 0 0.0% Q2 2026 Jul 27, 2026
Broadleaf Partners, LLC History No change 1,133 215 0.04% 0.04% 725 0 0.0% Q2 2026 Aug 13, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 1,134 215 0.03% 0.03% 726 0 0.0% Q2 2026 Jul 24, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,127 214 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 14, 2026
Keystone Wealth Services, LLC History No change 1,128 214 0.04% 0.04% 728 0 0.0% Q2 2026 Aug 05, 2026
GREENLEAF TRUST History No change 1,124 213 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 21, 2026
Gilman Hill Asset Management, LLC History No change 1,125 213 0.03% 0.03% 730 0 0.0% Q2 2026 Jul 09, 2026
Harbour Trust & Investment Management Co History No change 1,125 213 0.02% 0.02% 731 0 0.0% Q2 2026 Jul 28, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 1,115 212 0.01% 0.01% 732 0 0.0% Q2 2026 Jul 24, 2026
Prism Advisors, Inc. History No change 1,115 212 0.05% 0.05% 733 0 0.0% Q2 2026 Jul 24, 2026
Seed Wealth Management, Inc. History No change 1,115 212 0.13% 0.13% 734 0 0.0% Q2 2026 Jul 27, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 1,110 211 0.04% 0.04% 735 0 0.0% Q2 2026 Jul 10, 2026
Lee Financial Co History No change 1,110 211 0.03% 0.03% 736 0 0.0% Q2 2026 Jul 22, 2026
Essex LLC History No change 1,106 210 0.03% 0.03% 737 0 0.0% Q2 2026 Jul 24, 2026
Passive Capital Management, LLC. History No change 1,238 208 0.07% 0.07% 738 0 0.0% Q2 2026 Aug 10, 2026
INVESTMENT PARTNERS, LTD. History No change 1,090 207 0.06% 0.06% 739 0 0.0% Q2 2026 Aug 04, 2026
BOKF, NA History No change 1,087 206 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 10, 2026
Ballentine Partners, LLC History No change 1,080 205 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 17, 2026
Venture Visionary Partners LLC History No change 1,073 204 0.01% 0.01% 742 0 0.0% Q2 2026 Jul 27, 2026
Keebeck Wealth Management History No change 1,075 204 0.02% 0.02% 743 0 0.0% Q2 2026 Aug 11, 2026
Mainstream Capital Management LLC History No change 1,076 204 0.12% 0.12% 744 0 0.0% Q2 2026 Jul 15, 2026
Betterment LLC History No change 1,064 202 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 14, 2026
Greykasell Wealth Strategies, Inc. History No change 1,064 202 0.07% 0.07% 746 0 0.0% Q2 2026 Aug 11, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 1,057 201 0.01% 0.01% 747 0 0.0% Q2 2026 Jul 14, 2026
Journey Advisory Group, LLC History No change 1,062 201 0.02% 0.02% 748 0 0.0% Q2 2026 Aug 04, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,186 200 0.03% 0.03% 749 0 0.0% Q2 2026 Aug 03, 2026
Hilltop Partners LLC History No change 1,056 200 0.05% 0.05% 750 0 0.0% Q2 2026 Aug 05, 2026
WJ Financial Advisors LLC History No change 1,054 200 0.15% 0.15% 751 0 0.0% Q2 2026 Aug 13, 2026
PITTENGER & ANDERSON INC History No change 1,050 199 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 27, 2026
Portfolio Resources Advisor Group, Inc. History No change 1,037 197 0.17% 0.17% 753 0 0.0% Q2 2026 Jul 29, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 978 186 0.13% 0.13% 754 0 0.0% Q2 2026 Aug 18, 2026
Blue Trust, Inc. History No change 981 186 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 21, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 975 185 0.01% 0.01% 756 0 0.0% Q2 2026 Jul 13, 2026
Parallel Advisors, LLC History No change 970 184 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 05, 2026
Quaker Wealth Management, LLC History No change 970 184 0.05% 0.05% 758 0 0.0% Q2 2026 Jul 24, 2026
CENTAURUS FINANCIAL, INC. History No change 944 180 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 17, 2026
CDKV HOLDINGS LLC History No change 918 174 0.14% 0.14% 760 0 0.0% Q2 2026 Jul 30, 2026
Minot DeBlois Advisors LLC History No change 850 161 0.14% 0.14% 761 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 829 158 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 12, 2026
Innovative Asset Advisors Group, LLC History No change 819 155 0.07% 0.07% 763 0 0.0% Q2 2026 Aug 05, 2026
Smithfield Trust Co History No change 800 152 0.01% 0.01% 764 0 0.0% Q2 2026 Aug 05, 2026
Sava Infond d.o.o. History No change 800 152 0.01% 0.01% 765 0 0.0% Q2 2026 Jul 16, 2026
AdvisorNet Financial, Inc History No change 757 143 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 23, 2026
LOM Asset Management Ltd History No change 740 140 0.04% 0.04% 767 0 0.0% Q2 2026 Aug 04, 2026
Golden State Wealth Management, LLC History No change 706 134 0.01% 0.01% 768 0 0.0% Q2 2026 Jul 22, 2026
Activest Wealth Management History No change 708 134 0.03% 0.03% 769 0 0.0% Q2 2026 Jul 16, 2026
Financial Perspectives, Inc History No change 700 133 0.03% 0.03% 770 0 0.0% Q2 2026 Jul 24, 2026
Finley Financial, LLC History No change 675 128 0.05% 0.05% 771 0 0.0% Q2 2026 Jul 08, 2026
GAMMA Investing LLC History No change 667 126 0.0% 0.0% 772 0 0.0% Q2 2026 Jul 07, 2026
Winch Advisory Services, LLC History No change 653 124 0.03% 0.03% 773 0 0.0% Q2 2026 Aug 06, 2026
Cape Investment Advisory, Inc. History No change 654 124 0.03% 0.03% 774 0 0.0% Q2 2026 Jul 23, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 655 124 0.11% 0.11% 775 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History No change 628 119 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 28, 2026
Pacific Center for Financial Services History No change 623 118 0.03% 0.03% 777 0 0.0% Q2 2026 Aug 05, 2026
HAZLETT, BURT & WATSON, INC. History No change 609 116 0.03% 0.03% 778 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Partners, Ltd. History No change 613 116 0.01% 0.01% 779 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 600 114 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 12, 2026
Quintet Private Bank (Europe) S.A. History No change 600 114 0.01% 0.01% 781 0 0.0% Q2 2026 Jul 13, 2026
McMillan Office, Inc. History No change 600 114 0.01% 0.01% 782 0 0.0% Q2 2026 Aug 13, 2026
Rossmore Private Capital History No change 599 113 0.01% 0.01% 783 0 0.0% Q2 2026 Jul 31, 2026
Plante Moran Financial Advisors, LLC History No change 591 112 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 06, 2026
Alpine Bank Wealth Management History No change 585 111 0.01% 0.01% 785 0 0.0% Q2 2026 Aug 07, 2026
Strive Financial Group ,LLC History No change 587 111 0.05% 0.05% 786 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 576 109 0.0% 0.0% 787 0 0.0% Q2 2026 Jul 23, 2026
Fourth Dimension Wealth, LLC History No change 570 108 0.03% 0.03% 788 0 0.0% Q2 2026 Jul 31, 2026
BARRETT & COMPANY, INC. History No change 566 107 0.03% 0.03% 789 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 558 106 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 28, 2026
HOWE & RUSLING INC History No change 556 105 0.01% 0.01% 791 0 0.0% Q2 2026 Aug 10, 2026
HighMark Wealth Management LLC History No change 547 104 0.03% 0.03% 792 0 0.0% Q2 2026 Aug 12, 2026
First Bancorp, Inc /ME/ History No change 539 102 0.04% 0.04% 793 0 0.0% Q2 2026 Aug 11, 2026
IMA Advisory Services, Inc. History No change 541 102 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History No change 484 101 0.0% 0.0% 795 0 0.0% Q3 2026 Oct 05, 2026
Westfuller Advisors, LLC History No change 527 100 0.04% 0.04% 796 0 0.0% Q2 2026 Jul 29, 2026
Medallion Wealth Advisors, LLC History No change 510 96 0.03% 0.03% 797 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 490 93 0.01% 0.01% 798 0 0.0% Q2 2026 Jul 30, 2026
WELLINGTON-ALTUS USA INC. History No change 510 86 0.06% 0.06% 799 0 0.0% Q2 2026 Sep 17, 2026
Buck Wealth Strategies, LLC History No change 452 85 0.01% 0.01% 800 0 0.0% Q2 2026 Jul 30, 2026
Russell Investments Group, Ltd. History No change 431 82 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 06, 2026
Realta Investment Advisors History No change 435 82 0.03% 0.03% 802 0 0.0% Q2 2026 Jul 20, 2026
BAYBAN History No change 432 82 0.06% 0.06% 803 0 0.0% Q2 2026 Jul 30, 2026
Vermillion Wealth Management, Inc. History No change 426 81 0.02% 0.02% 804 0 0.0% Q2 2026 Jul 15, 2026
MATHER GROUP, LLC. History No change 423 80 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Wealth Strategies, LLC History No change 422 80 0.04% 0.04% 806 0 0.0% Q2 2026 Jul 23, 2026
Comprehensive Financial Planning, Inc./PA History No change 406 77 0.04% 0.04% 807 0 0.0% Q2 2026 Aug 10, 2026
Axiom Investment Management LLC History No change 400 76 0.05% 0.05% 808 0 0.0% Q2 2026 Jul 30, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 400 76 0.03% 0.03% 809 0 0.0% Q2 2026 Aug 14, 2026
Y.D. More Investments Ltd History No change 385 73 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 05, 2026
Keating Financial Advisory Services, Inc. History No change 384 73 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 11, 2026
Archer Investment Corp History No change 379 72 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 03, 2026
SOA Wealth Advisors, LLC. History No change 363 68 0.01% 0.01% 813 0 0.0% Q2 2026 Jul 21, 2026
Glen Eagle Advisors, LLC History No change 360 68 0.01% 0.01% 814 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 348 66 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 06, 2026
Bollard Group LLC History No change 334 64 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 12, 2026
SummitTX Capital, L.P. History No change 340 64 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 330 62 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 17, 2026
Solstein Capital, LLC History No change 330 62 0.02% 0.02% 819 0 0.0% Q2 2026 Aug 12, 2026
Crews Bank & Trust History No change 330 62 0.01% 0.01% 820 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 330 62 0.01% 0.01% 821 0 0.0% Q2 2026 Aug 13, 2026
WOLFF WIESE MAGANA LLC History No change 322 61 0.03% 0.03% 822 0 0.0% Q2 2026 Jul 13, 2026
Security National Bank History No change 300 57 0.01% 0.01% 823 0 0.0% Q2 2026 Jul 15, 2026
Trifecta Capital Advisors, LLC History No change 300 57 0.01% 0.01% 824 0 0.0% Q2 2026 Aug 03, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 296 56 0.01% 0.01% 825 0 0.0% Q2 2026 Aug 12, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 291 55 0.01% 0.01% 826 0 0.0% Q2 2026 Jul 13, 2026
Hurley Capital, LLC History No change 290 55 0.03% 0.03% 827 0 0.0% Q2 2026 Aug 10, 2026
N.E.W. Advisory Services LLC History No change 272 51 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 06, 2026
HM PAYSON & CO History No change 265 50 0.0% 0.0% 829 0 0.0% Q2 2026 Jul 17, 2026
Parkside Financial Bank & Trust History No change 267 50 0.0% 0.0% 830 0 0.0% Q2 2026 Sep 04, 2026
Bogart Wealth, LLC History No change 262 49 0.0% 0.0% 831 0 0.0% Q2 2026 Jul 24, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 260 49 0.02% 0.02% 832 0 0.0% Q2 2026 Jul 20, 2026
High Note Wealth, LLC History No change 257 48 0.01% 0.01% 833 0 0.0% Q2 2026 Jul 23, 2026
Raleigh Capital Management Inc. History No change 257 48 0.02% 0.02% 834 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 250 47 0.0% 0.0% 835 0 0.0% Q2 2026 Jul 16, 2026
MONETARY MANAGEMENT GROUP INC History No change 250 47 0.01% 0.01% 836 0 0.0% Q2 2026 Aug 12, 2026
Rakuten Securities, Inc. History No change 250 47 0.01% 0.01% 837 0 0.0% Q2 2026 Aug 11, 2026
Harbor Asset Planning, Inc. History No change 248 47 0.04% 0.04% 838 0 0.0% Q2 2026 Jul 22, 2026
Key FInancial Inc History No change 244 46 0.01% 0.01% 839 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 246 46 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 11, 2026
Bradley & Co. Private Wealth Management, LLC History No change 245 46 0.02% 0.02% 841 0 0.0% Q2 2026 Aug 10, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 237 45 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF VERMONT History No change 230 43 0.0% 0.0% 843 0 0.0% Q2 2026 Aug 07, 2026
Financial Gravity Companies, Inc. History No change 231 43 0.01% 0.01% 844 0 0.0% Q2 2026 Aug 05, 2026
VSM Wealth Advisory, LLC History No change 228 43 0.01% 0.01% 845 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Planning Group LLC History No change 225 42 0.01% 0.01% 846 0 0.0% Q2 2026 Jul 29, 2026
Murphy & Mullick Capital Management Corp History No change 221 42 0.03% 0.03% 847 0 0.0% Q2 2026 Aug 14, 2026
Darwin Wealth Management, LLC History No change 200 38 0.01% 0.01% 848 0 0.0% Q2 2026 Jul 21, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 200 38 0.09% 0.09% 849 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 205 38 0.01% 0.01% 850 0 0.0% Q2 2026 Jul 15, 2026
Copia Wealth Management History No change 204 38 0.02% 0.02% 851 0 0.0% Q2 2026 Aug 17, 2026
Strengthening Families & Communities, LLC History No change 193 36 0.01% 0.01% 852 0 0.0% Q2 2026 Aug 11, 2026
GFS Advisors, LLC History No change 52,175 35 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 04, 2026
Mascoma Wealth Management LLC History No change 187 35 0.01% 0.01% 854 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 182 35 0.0% 0.0% 855 0 0.0% Q2 2026 Jul 23, 2026
Cordgrass Capital Advisors, LLC History No change 189 35 0.01% 0.01% 856 0 0.0% Q2 2026 Aug 06, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 187 35 0.0% 0.0% 857 0 0.0% Q2 2026 Jul 13, 2026
Strategic Wealth Advisors LLC History No change 208 35 0.03% 0.03% 858 0 0.0% Q2 2026 Aug 07, 2026
HORIZON BANCORP INC /IN/ History No change 181 34 0.02% 0.02% 859 0 0.0% Q2 2026 Aug 04, 2026
Advanced Asset Management Advisors Inc History No change 180 34 0.01% 0.01% 860 0 0.0% Q2 2026 Jul 16, 2026
Family Manage LLC History No change 184 34 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History No change 162 34 0.01% 0.01% 862 0 0.0% Q3 2026 Oct 05, 2026
HHM Wealth Advisors, LLC History No change 175 33 0.0% 0.0% 863 0 0.0% Q2 2026 Jul 13, 2026
Prestige Wealth Management Group LLC History No change 159 30 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 153 29 0.01% 0.01% 865 0 0.0% Q2 2026 Aug 07, 2026
CVA Family Office, LLC History No change 150 28 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 07, 2026
Addison Advisors LLC History No change 150 28 0.01% 0.01% 867 0 0.0% Q2 2026 Aug 10, 2026
Basepoint Wealth LLC History No change 152 28 0.02% 0.02% 868 0 0.0% Q2 2026 Aug 10, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 145 27 0.01% 0.01% 869 0 0.0% Q2 2026 Aug 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 140 26 0.01% 0.01% 870 0 0.0% Q2 2026 Aug 13, 2026
Godfrey Financial Associates, Inc. History No change 140 26 0.02% 0.02% 871 0 0.0% Q2 2026 Aug 11, 2026
Providence Capital Advisors, LLC History No change 135 25 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 11, 2026
Main Street Group, LTD History No change 130 24 0.01% 0.01% 873 0 0.0% Q2 2026 Jul 13, 2026
Johnson Financial Group, Inc. History No change 125 23 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 10, 2026
Union Bancaire Privee, UBP SA History No change 150 23 0.0% 0.0% 875 0 0.0% Q2 2026 Jul 16, 2026
JDM Financial Group LLC History No change 121 23 0.01% 0.01% 876 0 0.0% Q2 2026 Aug 17, 2026
WPG Advisers, LLC History No change 117 22 0.01% 0.01% 877 0 0.0% Q2 2026 Aug 05, 2026
West Branch Capital LLC History No change 114 21 0.0% 0.0% 878 0 0.0% Q2 2026 Jul 10, 2026
DEUTSCHE BANK AG\ History No change 110 20 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 07, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 106 20 0.0% 0.0% 880 0 0.0% Q2 2026 Jul 27, 2026
Ascentis Wealth Management, LLC History No change 106 20 0.0% 0.0% 881 0 0.0% Q2 2026 Jul 30, 2026
Synergy Investment Management, LLC History No change 106 20 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 14, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 100 19 0.01% 0.01% 883 0 0.0% Q2 2026 Jul 21, 2026
CBIZ Investment Advisory Services, LLC History No change 114 19 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 13, 2026
Ramirez Asset Management, Inc. History No change 100 19 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 100 19 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 21, 2026
Bravera Wealth History No change 105 19 0.01% 0.01% 887 0 0.0% Q2 2026 Jul 23, 2026
Rossby Financial, LCC History No change 97 18 0.0% 0.0% 888 0 0.0% Q2 2026 Aug 04, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 90 17 0.01% 0.01% 889 0 0.0% Q2 2026 Jul 29, 2026
TUCKER ASSET MANAGEMENT LLC History No change 93 17 0.0% 0.0% 890 0 0.0% Q2 2026 Aug 27, 2026
ABOUND FINANCIAL, LLC History No change 87 16 0.01% 0.01% 891 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 82 15 0.0% 0.0% 892 0 0.0% Q2 2026 Aug 06, 2026
Princeton Global Asset Management LLC History No change 80 15 0.0% 0.0% 893 0 0.0% Q2 2026 Jul 16, 2026
SITTNER & NELSON, LLC History No change 80 15 0.0% 0.0% 894 0 0.0% Q2 2026 Aug 07, 2026
Morton Brown Family Wealth, LLC History No change 79 15 0.0% 0.0% 895 0 0.0% Q2 2026 Jul 21, 2026
Winthrop Capital Management, LLC History No change 81 15 0.0% 0.0% 896 0 0.0% Q2 2026 Aug 13, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 75 14 0.0% 0.0% 897 0 0.0% Q2 2026 Jul 16, 2026
Sage Mountain Advisors LLC History No change 75 14 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 05, 2026
Coston, McIsaac & Partners History No change 74 14 0.0% 0.0% 899 0 0.0% Q2 2026 Aug 12, 2026
Centennial Bank/AR/ History No change 75 14 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 10, 2026
WealthCollab, LLC History No change 78 14 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 10, 2026
High Point Wealth Management, LLC History No change 75 14 0.01% 0.01% 902 0 0.0% Q2 2026 Jul 20, 2026
Physician Wealth Advisors, Inc. History No change 72 13 0.0% 0.0% 903 0 0.0% Q2 2026 Jul 20, 2026
Horrell Capital Management, Inc. History No change 65 12 0.01% 0.01% 904 0 0.0% Q2 2026 Jul 16, 2026
Creative Capital Management Investments LLC History No change 68 12 0.0% 0.0% 905 0 0.0% Q2 2026 Jul 24, 2026
Kroeger Financial Partners History No change 68 12 0.01% 0.01% 906 0 0.0% Q2 2026 Jul 27, 2026
DUNCKER STREETT & CO INC History No change 63 11 0.0% 0.0% 907 0 0.0% Q2 2026 Jul 28, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 60 11 0.0% 0.0% 908 0 0.0% Q2 2026 Aug 07, 2026
Lodestone Wealth Management LLC History No change 62 11 0.0% 0.0% 909 0 0.0% Q2 2026 Jul 23, 2026
Glass Jacobson Investment Advisors llc History No change 63 11 0.0% 0.0% 910 0 0.0% Q2 2026 Jul 30, 2026
Breakwater Investment Management History No change 63 11 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 06, 2026
Rialto Wealth Management, LLC History No change 60 11 0.0% 0.0% 912 0 0.0% Q2 2026 Aug 11, 2026
Wealth Enhancement Trust Services, Inc. History No change 55 10 0.0% 0.0% 913 0 0.0% Q2 2026 Jul 22, 2026
Pioneer Family Office, LLC History No change 55 10 0.01% 0.01% 914 0 0.0% Q2 2026 Jul 27, 2026
Montgomery Financial Services LLC History No change 57 10 0.01% 0.01% 915 0 0.0% Q2 2026 Aug 12, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 52 9 0.0% 0.0% 916 0 0.0% Q2 2026 Jul 24, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 50 9 0.0% 0.0% 917 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 50 9 0.0% 0.0% 918 0 0.0% Q2 2026 Jul 10, 2026
Capital Investment Advisory Services, LLC History No change 50 9 0.0% 0.0% 919 0 0.0% Q2 2026 Jul 23, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 52 9 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 49 9 0.0% 0.0% 921 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 45 8 0.0% 0.0% 922 0 0.0% Q2 2026 Jul 10, 2026
Independence Bank of Kentucky History No change 45 8 0.0% 0.0% 923 0 0.0% Q2 2026 Jul 13, 2026
MTM Investment Management, LLC History No change 46 8 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 03, 2026
Napier Financial, LLC History No change 45 8 0.0% 0.0% 925 0 0.0% Q2 2026 Jul 31, 2026
Polaris Financial Partners History New 34 7 0.0% — 934 +34 New Q3 2026 Oct 02, 2026
MOTCO History No change 42 7 0.0% 0.0% 926 0 0.0% Q2 2026 Jul 31, 2026
1 NORTH WEALTH SERVICES LLC History No change 37 7 0.0% 0.0% 927 0 0.0% Q2 2026 Aug 03, 2026
Powell Investment Advisors, LLC History No change 40 7 0.0% 0.0% 928 0 0.0% Q2 2026 Jul 28, 2026
Concord Wealth Partners History No change 39 7 0.0% 0.0% 929 0 0.0% Q2 2026 Jul 27, 2026
CARDIFF PARK ADVISORS, LLC History No change 37 7 0.0% 0.0% 930 0 0.0% Q2 2026 Aug 14, 2026
Nova Wealth Management, Inc. History No change 40 7 0.0% 0.0% 931 0 0.0% Q2 2026 Jul 13, 2026
BLUELINE ADVISORS LLC History No change 46 7 0.0% 0.0% 932 0 0.0% Q2 2026 Jul 27, 2026
Highland Investment Advisors LLC History No change 40 7 0.0% 0.0% 933 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History No change 32 6 0.0% 0.0% 935 0 0.0% Q3 2026 Oct 05, 2026
Tradewinds Capital Management, LLC History No change 35 6 0.0% 0.0% 936 0 0.0% Q2 2026 Jul 23, 2026
Game Plan Financial Advisors, LLC History No change 34 6 0.0% 0.0% 937 0 0.0% Q2 2026 Aug 07, 2026
DHJJ Financial Advisors, Ltd. History No change 35 6 0.0% 0.0% 938 0 0.0% Q2 2026 Jul 24, 2026
Signature Resources Capital Management, LLC History No change 32 6 0.0% 0.0% 939 0 0.0% Q2 2026 Jul 13, 2026
IMG Wealth Management, Inc. History No change 33 6 0.0% 0.0% 940 0 0.0% Q2 2026 Aug 07, 2026
Hilton Head Capital Partners, LLC History No change 34 6 0.0% 0.0% 941 0 0.0% Q2 2026 Jul 27, 2026
Ameritas Investment Partners, Inc. History No change 30 5 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 31 5 0.0% 0.0% 943 0 0.0% Q2 2026 Jul 31, 2026
GoalVest Advisory LLC History No change 25 5 0.0% 0.0% 944 0 0.0% Q3 2026 Oct 02, 2026
Richard W. Paul & Associates, LLC History No change 28 5 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 30 5 0.0% 0.0% 946 0 0.0% Q2 2026 Jul 27, 2026
Quest 10 Wealth Builders, Inc. History No change 24 4 0.0% 0.0% 947 0 0.0% Q2 2026 Jul 24, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 20 3 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 07, 2026
Stone House Investment Management, LLC History No change 16 3 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 05, 2026
Aberdeen Wealth Management LLC History No change 20 3 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 20 3 0.0% 0.0% 951 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 16 3 0.0% 0.0% 952 0 0.0% Q2 2026 Jul 09, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 10 2 0.0% 0.0% 953 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 14 2 0.0% 0.0% 954 0 0.0% Q2 2026 Jul 21, 2026
Millstone Evans Group, LLC History No change 15 2 0.0% 0.0% 955 0 0.0% Q2 2026 Aug 11, 2026
Barnes Dennig Private Wealth Management LLC History No change 15 2 0.0% 0.0% 956 0 0.0% Q2 2026 Jul 15, 2026
Purpose Unlimited Inc. History No change 15 2 0.0% 0.0% 957 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 13 2 0.0% 0.0% 958 0 0.0% Q2 2026 Aug 03, 2026
Founders Capital Management History No change 6 1 0.0% 0.0% 959 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 8 1 0.0% 0.0% 960 0 0.0% Q2 2026 Aug 07, 2026
LifeSteps Financial, Inc. History No change 10 1 0.0% 0.0% 961 0 0.0% Q2 2026 Jul 17, 2026
Covestor Ltd History No change 4 1 0.0% 0.0% 962 0 0.0% Q2 2026 Aug 07, 2026
Smallwood Wealth Investment Management, LLC History No change 10 1 0.0% 0.0% 963 0 0.0% Q2 2026 Jul 23, 2026
Central Pacific Bank - Trust Division History No change 5 1 0.0% — 964 0 0.0% Q3 2026 Oct 05, 2026
Signature Equity Partners, LLC History No change 7 1 0.0% 0.0% 965 0 0.0% Q2 2026 Jul 30, 2026
Morse Asset Management, Inc History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Banque Cantonale Vaudoise History No change 1,905 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Elevated Capital Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Mechanics Financial Corp History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Western Pacific Wealth Management, LP History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
TOP Private Wealth LLC. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026