iSHARES TRUST - IDEV

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
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 51,849,271 4,615,103 0.3% 0.3% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 27,205,486 2,421,560 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 18,754,418 1,669,330 0.98% 0.98% 3 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 18,680,588 1,662,759 0.82% 0.82% 4 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 14,125,260 1,257,289 0.07% 0.07% 5 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 12,986,639 1,155,942 1.02% 1.02% 6 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 12,759,885 1,145,917 0.23% 0.23% 7 0 0.0% Q2 2026 Aug 14, 2026
BANK OF KOREA History No change 11,259,397 1,002,198 25.79% 25.79% 8 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 6,375,948 567,523 0.69% 0.69% 9 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,733,645 510,351 0.12% 0.12% 10 0 0.0% Q2 2026 Sep 23, 2026
CITIGROUP INC History No change 4,999,266 444,984 0.15% 0.15% 11 0 0.0% Q2 2026 Aug 03, 2026
JPMORGAN CHASE & CO History No change 4,813,450 427,097 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Advisor Solutions, LLC History No change 4,004,183 356,405 3.02% 3.02% 13 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 3,721,879 331,284 0.34% 0.34% 14 0 0.0% Q2 2026 Aug 12, 2026
Horizon Investments, LLC History No change 3,627,322 322,867 3.54% 3.54% 15 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 3,499,288 311,706 0.92% 0.92% 16 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 3,295,103 293,297 0.27% 0.27% 17 0 0.0% Q2 2026 Aug 12, 2026
Alesco Advisors, LLC, An ESL Co History No change 3,082,892 274,408 6.29% 6.29% 18 0 0.0% Q2 2026 Aug 05, 2026
Jupiter Topco LLC History No change 2,758,894 245,569 0.1% 0.1% 19 0 0.0% Q2 2026 Aug 14, 2026
Auto-Owners Insurance Co History No change 2,412,000 214,655 4.85% 4.85% 20 0 0.0% Q2 2026 Jul 15, 2026
BESSEMER GROUP INC History No change 2,283,070 203,215 0.28% 0.28% 21 0 0.0% Q2 2026 Aug 12, 2026
Bank of Finland History Reduced 2,258,855 202,122 14.64% 19.05% 22 -1,043,579 -31.6% Q3 2026 Oct 07, 2026
MCF Advisors LLC History No change 2,228,297 198,340 7.09% 7.09% 23 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,088,837 185,927 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 2,064,106 183,726 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 07, 2026
First Command Advisory Services, Inc. History No change 1,867,431 166,220 0.99% 0.99% 26 0 0.0% Q2 2026 Aug 10, 2026
UBS Group AG History No change 1,767,038 157,284 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 1,648,519 146,734 1.39% 1.39% 28 0 0.0% Q2 2026 Aug 06, 2026
ASSETMARK, INC History No change 1,640,074 145,983 0.25% 0.25% 29 0 0.0% Q2 2026 Jul 30, 2026
GLENMEDE TRUST CO NA History No change 1,604,510 142,817 0.63% 0.63% 30 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 1,563,907 139,203 1.4% 1.4% 31 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 1,502,478 133,735 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
TFC Financial Management, Inc. History No change 1,377,805 122,638 13.59% 13.59% 33 0 0.0% Q2 2026 Jul 23, 2026
Capital Asset Advisory Services LLC History No change 1,286,823 114,540 4.15% 4.15% 34 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,282,419 114,148 1.82% 1.82% 35 0 0.0% Q2 2026 Jul 28, 2026
Empowered Funds, LLC History No change 1,275,964 113,573 0.6% 0.6% 36 0 0.0% Q2 2026 Aug 14, 2026
NIXON PEABODY TRUST CO History No change 1,106,955 98,530 6.97% 6.97% 37 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 979,686 87,201 0.4% 0.4% 38 0 0.0% Q2 2026 Aug 18, 2026
Main Management ETF Advisors, LLC History No change 971,458 86,469 2.62% 2.62% 39 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 946,087 84,210 0.09% 0.09% 40 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 919,494 81,845 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 830,678 73,938 0.04% 0.04% 42 0 0.0% Q2 2026 Aug 12, 2026
Foster Group, Inc. History No change 789,394 70,263 1.87% 1.87% 43 0 0.0% Q2 2026 Jul 07, 2026
Wealthspire Retirement, LLC History No change 777,307 69,698 3.82% 3.82% 44 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 690,319 61,445 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 05, 2026
CAPTRUST FINANCIAL ADVISORS History No change 672,551 59,863 0.09% 0.09% 46 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 665,118 59,202 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 664,418 59,139 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 661,030 58,838 0.07% 0.07% 49 0 0.0% Q2 2026 Jul 29, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 620,887 55,556 6.83% 7.76% 50 -40,768 -6.16% Q3 2026 Oct 09, 2026
Starr Indemnity & Liability Co History No change 606,060 53,945 14.31% 14.31% 51 0 0.0% Q2 2026 Aug 11, 2026
AMARILLO NATIONAL BANK History No change 602,848 53,659 8.6% 8.6% 52 0 0.0% Q2 2026 Jul 15, 2026
ARROW FINANCIAL CORP History No change 567,490 50,512 4.52% 4.52% 53 0 0.0% Q2 2026 Jul 31, 2026
ESL Trust Services, LLC History No change 564,751 50,268 8.57% 8.57% 54 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Group, LLC History No change 559,664 49,815 2.95% 2.95% 55 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL SECURITIES, INC. History No change 536,680 47,769 0.58% 0.58% 56 0 0.0% Q2 2026 Aug 04, 2026
FMR LLC History No change 515,938 45,923 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
Rock Creek Group LLC History No change 513,785 45,732 4.6% 4.6% 58 0 0.0% Q2 2026 Aug 03, 2026
OSAIC HOLDINGS, INC. History No change 493,443 43,925 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 14, 2026
Standpoint Asset Management, LLC History No change 472,600 42,066 8.82% 8.82% 60 0 0.0% Q2 2026 Jul 23, 2026
Acropolis Investment Management, LLC History Added to 459,425 41,109 1.65% 0.04% 61 +449,237 4409.47% Q3 2026 Oct 08, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 445,140 39,621 4.59% 4.59% 62 0 0.0% Q2 2026 Aug 14, 2026
Veery Capital, LLC History Added to 440,132 39,383 10.49% 10.37% 63 +6,395 1.47% Q3 2026 Oct 07, 2026
Stockman Wealth Management, Inc. History No change 438,997 39,075 4.04% 4.04% 64 0 0.0% Q2 2026 Aug 11, 2026
Hi-Line Capital Management, LLC History No change 419,487 37,338 10.5% 10.5% 65 0 0.0% Q2 2026 Jul 24, 2026
AAF Wealth Management, LLC History No change 408,779 36,385 13.42% 13.42% 66 0 0.0% Q2 2026 Jul 17, 2026
DDFG, Inc History No change 404,354 35,991 7.15% 7.15% 67 0 0.0% Q2 2026 Jul 28, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 400,802 35,675 6.91% 6.91% 68 0 0.0% Q2 2026 Aug 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 388,432 34,574 0.5% 0.5% 69 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 387,981 34,534 0.08% 0.08% 70 0 0.0% Q2 2026 Jul 27, 2026
C V STARR & CO INC History No change 378,787 33,715 18.0% 18.0% 71 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 374,293 33,315 0.6% 0.6% 72 0 0.0% Q2 2026 Jul 14, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 369,253 33,040 5.34% 5.32% 73 +1,983 0.54% Q3 2026 Oct 08, 2026
World Investment Advisors History No change 366,579 30,639 0.51% 0.51% 74 0 0.0% Q2 2026 Aug 13, 2026
BSW Wealth Partners History No change 336,665 29,966 3.33% 3.33% 75 0 0.0% Q2 2026 Jul 15, 2026
Sterling Capital Management LLC History No change 325,273 28,952 0.49% 0.49% 76 0 0.0% Q2 2026 Jul 28, 2026
MBL Wealth, LLC History No change 312,873 27,848 1.9% 1.9% 77 0 0.0% Q2 2026 Jul 15, 2026
Fortitude Family Office, LLC History No change 306,418 27,274 5.29% 5.29% 78 0 0.0% Q2 2026 Jul 20, 2026
Crestwood Advisors Group, LLC History No change 302,361 26,913 0.4% 0.4% 79 0 0.0% Q2 2026 Aug 03, 2026
Nearwater Capital Markets, Ltd History No change 300,000 26,703 0.46% 0.46% 80 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 298,584 26,576 0.32% 0.32% 81 0 0.0% Q2 2026 Aug 13, 2026
Retirement Management Systems Inc. History No change 290,113 25,822 5.29% 5.29% 82 0 0.0% Q2 2026 Jul 21, 2026
Kondo Wealth Advisors, Inc. History No change 288,994 25,723 8.6% 8.6% 83 0 0.0% Q2 2026 Jul 21, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 288,552 25,684 0.32% 0.32% 84 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 285,883 25,446 0.12% 0.12% 85 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 284,074 25,285 1.3% 1.3% 86 0 0.0% Q2 2026 Jul 31, 2026
AdvisorNet Financial, Inc History No change 277,046 24,659 1.13% 1.13% 87 0 0.0% Q2 2026 Jul 23, 2026
Aerodigm Wealth, LLC History No change 274,303 24,415 8.25% 8.25% 88 0 0.0% Q2 2026 Aug 04, 2026
Mueller Wealth, LLC History No change 270,659 24,091 16.4% 16.4% 89 0 0.0% Q2 2026 Aug 03, 2026
AE Wealth Management LLC History No change 268,737 23,920 0.11% 0.11% 90 0 0.0% Q2 2026 Aug 03, 2026
Allegiance Financial Group Advisory Services LLC History No change 267,531 23,812 4.12% 4.12% 91 0 0.0% Q2 2026 Jul 27, 2026
ABLE Financial Group, LLC History No change 264,255 23,521 3.95% 3.95% 92 0 0.0% Q2 2026 Jul 22, 2026
Financial Advisors Network, Inc. History No change 259,897 23,133 2.84% 2.84% 93 0 0.0% Q2 2026 Aug 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 258,286 22,990 3.03% 3.03% 94 0 0.0% Q2 2026 Jul 13, 2026
Convergence Financial, LLC History No change 253,880 22,597 1.8% 1.8% 95 0 0.0% Q2 2026 Aug 05, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 247,915 22,004 6.02% 6.02% 96 0 0.0% Q2 2026 Jul 24, 2026
Sovereign Investment Advisors, LLC History No change 245,035 21,810 4.09% 4.09% 97 0 0.0% Q2 2026 Aug 14, 2026
Columbus Macro, LLC History No change 242,353 21,571 2.1% 2.1% 98 0 0.0% Q2 2026 Jul 22, 2026
Vision Capital Management, Inc. History No change 238,266 21,208 2.42% 2.42% 99 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 237,146 21,108 0.07% 0.07% 100 0 0.0% Q2 2026 Jul 28, 2026
Ausdal Financial Partners, Inc. History No change 236,893 21,085 0.82% 0.82% 101 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 231,229 20,563 0.74% 0.74% 102 0 0.0% Q2 2026 Jul 23, 2026
Global Strategic Investment Solutions, LLC History No change 227,080 20,212 1.79% 1.79% 103 0 0.0% Q2 2026 Aug 07, 2026
Relyea Zuckerberg Hanson LLC History No change 221,366 19,703 1.64% 1.64% 104 0 0.0% Q2 2026 Jul 16, 2026
TRUIST FINANCIAL CORP History No change 213,098 18,967 0.02% 0.02% 105 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 212,751 18,936 0.18% 0.18% 106 0 0.0% Q2 2026 Aug 14, 2026
Missouri Trust & Investment Co History No change 199,952 18,093 4.92% 4.92% 107 0 0.0% Q2 2026 Aug 13, 2026
Squire Investment Management Company, LLC History No change 201,400 17,926 4.32% 4.32% 108 0 0.0% Q2 2026 Jul 28, 2026
Friday Financial History Added to 199,509 17,690 3.5% 4.0% 109 +32,233 19.27% Q3 2026 Oct 09, 2026
&PARTNERS History No change 197,866 17,605 0.07% 0.07% 110 0 0.0% Q2 2026 Aug 14, 2026
Crane Advisory, LLC History No change 193,146 17,261 2.48% 2.48% 111 0 0.0% Q2 2026 Jul 17, 2026
Equitable Holdings, Inc. History No change 193,001 17,179 0.1% 0.1% 112 0 0.0% Q2 2026 Aug 17, 2026
Peirce Capital Management, LLC History No change 189,919 16,904 6.2% 6.2% 113 0 0.0% Q2 2026 Jul 10, 2026
Integrated Wealth Concepts LLC History No change 188,992 16,822 0.11% 0.11% 114 0 0.0% Q2 2026 Sep 08, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 183,269 16,312 0.2% 0.2% 115 0 0.0% Q2 2026 Aug 07, 2026
Aspirean Wealth, LLC History No change 179,490 15,976 14.85% 14.85% 116 0 0.0% Q2 2026 Aug 06, 2026
Aurdan Capital Management, LLC History No change 175,969 15,662 3.97% 3.97% 117 0 0.0% Q2 2026 Jul 15, 2026
Accelerate Investment Advisors LLC History No change 173,530 15,445 8.87% 8.87% 118 0 0.0% Q2 2026 Aug 12, 2026
Oak Root LLC History No change 171,318 15,329 1.69% 1.68% 119 0 0.0% Q3 2026 Oct 09, 2026
FDx Advisors, Inc. History No change 171,645 15,278 4.61% 4.61% 120 0 0.0% Q2 2026 Aug 04, 2026
COURIER CAPITAL LLC History No change 171,049 15,225 0.76% 0.76% 121 0 0.0% Q2 2026 Jul 16, 2026
CarsonAllaria Wealth Management, Ltd. History No change 168,393 14,988 6.49% 6.49% 122 0 0.0% Q2 2026 Jul 28, 2026
Wealthquest Corp History No change 166,308 14,803 0.93% 0.93% 123 0 0.0% Q2 2026 Jul 23, 2026
Orion Porfolio Solutions, LLC History No change 166,147 14,788 0.11% 0.11% 124 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 163,313 14,536 0.11% 0.11% 125 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 162,670 14,479 0.09% 0.09% 126 0 0.0% Q2 2026 Jul 20, 2026
Heritage Investment Group, Inc. History No change 162,064 14,425 1.94% 1.94% 127 0 0.0% Q2 2026 Jul 29, 2026
Steward Partners Investment Advisory, LLC History No change 160,305 14,268 0.07% 0.07% 128 0 0.0% Q2 2026 Aug 13, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 154,642 13,764 0.51% 0.51% 129 0 0.0% Q2 2026 Aug 13, 2026
Solstein Capital, LLC History No change 151,954 13,525 4.63% 4.63% 130 0 0.0% Q2 2026 Aug 12, 2026
Alliance Private Wealth, LLC History No change 151,550 13,489 4.69% 4.69% 131 0 0.0% Q2 2026 Jul 09, 2026
True North Advisors, LLC History No change 146,012 12,996 1.24% 1.24% 132 0 0.0% Q2 2026 Jul 22, 2026
Green Ridge Wealth Planning LLC History Added to 145,148 12,987 5.21% 5.05% 133 +10,274 7.62% Q3 2026 Oct 08, 2026
Cerity Partners OCIO LLC History No change 143,247 12,750 0.65% 0.65% 134 0 0.0% Q2 2026 Aug 14, 2026
Tenzing Financial LLC History No change 140,394 12,700 8.72% 8.72% 135 0 0.0% Q2 2026 Jul 09, 2026
FAMILY WEALTH PARTNERS, LLC History No change 142,445 12,679 3.89% 3.89% 136 0 0.0% Q2 2026 Jul 10, 2026
Premier Path Wealth Partners, LLC History No change 141,161 12,564 1.44% 1.44% 137 0 0.0% Q2 2026 Jul 21, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 140,588 12,513 1.02% 1.02% 138 0 0.0% Q2 2026 Aug 14, 2026
LTS Liquid Investments LLC History No change 137,075 12,201 6.53% 6.53% 139 0 0.0% Q2 2026 Jul 17, 2026
Klaas Financial Asset Advisors, LLC History No change 135,939 12,099 1.51% 1.51% 140 0 0.0% Q2 2026 Jul 15, 2026
Brady Martz Wealth Solutions, LLC History No change 134,086 11,934 1.8% 1.8% 141 0 0.0% Q2 2026 Jul 23, 2026
Allworth Financial LP History No change 132,087 11,757 0.05% 0.05% 142 0 0.0% Q2 2026 Aug 11, 2026
Financial Management, Inc. History No change 129,318 11,510 9.44% 9.44% 143 0 0.0% Q2 2026 Aug 12, 2026
Peterson Wealth Advisors, LLC History Reduced 128,339 11,483 1.33% 1.37% 144 -1,846 -1.42% Q3 2026 Oct 08, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 128,897 11,473 0.18% 0.18% 145 0 0.0% Q2 2026 Aug 03, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 128,558 11,442 2.56% 2.56% 146 0 0.0% Q2 2026 Jul 20, 2026
Prism Planning Partners LLC History No change 127,728 11,369 12.03% 12.03% 147 0 0.0% Q2 2026 Jul 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 126,402 11,251 0.12% 0.12% 148 0 0.0% Q2 2026 Jul 28, 2026
INTEGRITY ALLIANCE, LLC. History No change 125,381 11,160 0.35% 0.35% 149 0 0.0% Q2 2026 Jul 31, 2026
Global Retirement Partners, LLC History No change 125,113 11,136 0.17% 0.17% 150 0 0.0% Q2 2026 Aug 06, 2026
Range Advisory, LLC History No change 124,419 11,074 1.32% 1.32% 151 0 0.0% Q2 2026 Sep 02, 2026
JGP Wealth Management, LLC History No change 122,942 10,943 0.98% 0.98% 152 0 0.0% Q2 2026 Jul 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 122,934 10,942 0.4% 0.4% 153 0 0.0% Q2 2026 Jul 21, 2026
STIFEL FINANCIAL CORP History No change 120,841 10,755 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 12, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 119,639 10,649 0.62% 0.62% 155 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 118,333 10,605 0.02% 0.02% 156 0 0.0% Q2 2026 Jul 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 117,827 10,487 0.17% 0.17% 157 0 0.0% Q2 2026 Aug 10, 2026
Nova R Wealth, Inc. History No change 117,014 10,415 3.04% 3.04% 158 0 0.0% Q2 2026 Jul 17, 2026
National Wealth Management Group, LLC History No change 116,723 10,389 3.21% 3.21% 159 0 0.0% Q2 2026 Jul 14, 2026
ASPIRIANT, LLC History No change 116,285 10,350 0.26% 0.26% 160 0 0.0% Q2 2026 Jul 20, 2026
Causey Wealth LLC History No change 110,998 9,879 3.86% 3.86% 161 0 0.0% Q2 2026 Aug 11, 2026
Legacy Private Trust Co. History No change 110,211 9,861 0.54% 0.54% 162 0 0.0% Q3 2026 Oct 06, 2026
Steele Capital Management, Inc. History No change 109,178 9,717 0.36% 0.36% 163 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 106,593 9,487 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
Kaufman Rossin Wealth, LLC History No change 103,095 9,196 4.36% 4.36% 165 0 0.0% Q2 2026 Jul 16, 2026
Nolet Wealth Management, LLC History No change 100,895 8,980 4.96% 4.96% 166 0 0.0% Q2 2026 Jul 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 99,366 8,844 0.16% 0.16% 167 0 0.0% Q2 2026 Aug 12, 2026
MBA Advisors LLC History No change 98,981 8,810 2.97% 2.97% 168 0 0.0% Q2 2026 Jul 28, 2026
Kingsview Wealth Management, LLC History No change 98,449 8,762 0.11% 0.11% 169 0 0.0% Q2 2026 Aug 18, 2026
Simplicity Wealth,LLC History No change 97,096 8,642 0.29% 0.29% 170 0 0.0% Q2 2026 Aug 06, 2026
Resonant Capital Advisors, LLC History No change 96,323 8,573 0.41% 0.41% 171 0 0.0% Q2 2026 Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 95,404 8,491 0.04% 0.04% 172 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History No change 95,637 8,469 0.2% 0.24% 173 0 0.0% Q3 2026 Oct 09, 2026
NewEdge Advisors, LLC History No change 94,723 8,431 0.03% 0.03% 174 0 0.0% Q2 2026 Aug 12, 2026
OMNI 360 Wealth, Inc. History No change 93,948 8,362 3.86% 3.86% 175 0 0.0% Q2 2026 Jul 13, 2026
Beckerman Institutional, LLC History No change 91,459 8,140 3.87% 3.87% 176 0 0.0% Q2 2026 Aug 11, 2026
PW ADVISORS, LLC \ FL History No change 91,347 8,130 5.43% 5.43% 177 0 0.0% Q2 2026 Aug 06, 2026
Summit Wealth Partners, LLC History No change 91,321 8,128 1.16% 1.16% 178 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 89,352 7,953 0.13% 0.13% 179 0 0.0% Q2 2026 Aug 07, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 85,711 7,629 3.15% 3.15% 180 0 0.0% Q2 2026 Jul 16, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 85,238 7,587 0.44% 0.44% 181 0 0.0% Q2 2026 Jul 15, 2026
ALPS ADVISORS INC History No change 84,580 7,528 0.04% 0.04% 182 0 0.0% Q2 2026 Jul 29, 2026
David J Yvars Group History Reduced 84,024 7,518 3.46% 3.61% 183 -1,889 -2.2% Q3 2026 Oct 09, 2026
Worth Asset Management, LLC History New 83,575 7,478 2.18% — 184 +83,575 New Q3 2026 Oct 07, 2026
DRAVO BAY LLC History No change 83,023 7,389 2.56% 2.56% 185 0 0.0% Q2 2026 Aug 11, 2026
OLD NATIONAL BANCORP /IN/ History No change 82,655 7,357 0.15% 0.15% 186 0 0.0% Q2 2026 Jul 15, 2026
EIGHT 31 FINANCIAL, LLC History No change 82,237 7,319 4.35% 4.35% 187 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 80,503 7,165 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 13, 2026
Compass Wealth Management, LLC/GA History No change 80,187 7,137 2.84% 2.84% 189 0 0.0% Q2 2026 Jul 21, 2026
GOLDMAN SACHS GROUP INC History No change 80,004 7,121 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
CogentBlue Wealth Advisors, LLC History Reduced 78,365 7,012 6.52% 4.08% 191 -1,656 -2.07% Q3 2026 Oct 09, 2026
KICKSTAND VENTURES, LLC. History No change 78,323 6,971 1.27% 1.27% 192 0 0.0% Q2 2026 Jul 30, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 78,178 6,958 0.47% 0.47% 193 0 0.0% Q2 2026 Jul 24, 2026
Red Wave Investments LLC History No change 76,232 6,785 1.72% 1.72% 194 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 75,431 6,714 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 06, 2026
Envestnet Portfolio Solutions, Inc. History No change 74,064 6,592 0.03% 0.03% 196 0 0.0% Q2 2026 Sep 23, 2026
HMV Wealth Advisors, LLC History No change 73,605 6,551 2.55% 2.55% 197 0 0.0% Q2 2026 Jul 13, 2026
HBE Wealth Management, LLC History No change 73,346 6,528 4.69% 4.69% 198 0 0.0% Q2 2026 Jul 13, 2026
Midwest Trust Co History No change 73,282 6,522 0.07% 0.07% 199 0 0.0% Q2 2026 Aug 04, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 71,895 6,433 4.16% 3.86% 200 +6,335 9.66% Q3 2026 Oct 07, 2026
IHT Wealth Management, LLC History No change 71,875 6,397 0.14% 0.14% 201 0 0.0% Q2 2026 Aug 14, 2026
Equity Wealth Partners, LLC History No change 68,749 6,119 2.2% 2.2% 202 0 0.0% Q2 2026 Jul 27, 2026
Tanager Wealth Management LLP History No change 68,555 6,102 0.53% 0.53% 203 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 67,293 5,989 0.18% 0.18% 204 0 0.0% Q2 2026 Jul 15, 2026
FLOW TRADERS U.S. LLC History No change 67,025 5,966 0.25% 0.25% 205 0 0.0% Q2 2026 Aug 14, 2026
Tranquilli Financial Advisor LLC History No change 65,649 5,843 3.14% 3.14% 206 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Added to 63,999 5,726 0.04% 0.02% 207 +33,222 107.94% Q3 2026 Oct 08, 2026
R. W. Roge & Company, Inc. History No change 64,329 5,725 2.39% 2.39% 208 0 0.0% Q2 2026 Jul 31, 2026
ELEVATE WEALTH ADVISORY, INC History No change 64,235 5,717 3.27% 3.27% 209 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 64,228 5,716 0.06% 0.06% 210 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 63,678 5,668 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 13, 2026
Cosner Financial Group, LLC History No change 62,365 5,551 2.85% 2.85% 212 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 61,938 5,513 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 61,904 5,510 0.09% 0.09% 214 0 0.0% Q2 2026 Jul 31, 2026
Asset Dedication, LLC History No change 60,580 5,392 0.34% 0.34% 215 0 0.0% Q2 2026 Jul 30, 2026
Gladstone Institutional Advisory LLC History No change 60,328 5,369 0.17% 0.17% 216 0 0.0% Q2 2026 Jul 27, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 59,987 5,339 3.47% 3.47% 217 0 0.0% Q2 2026 Jul 28, 2026
Baird Financial Group, Inc. History No change 56,753 5,051 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 12, 2026
Arbor Investment Advisors, LLC History No change 55,529 4,942 0.56% 0.56% 219 0 0.0% Q2 2026 Jul 24, 2026
Cloud Capital Management, LLC History No change 55,518 4,940 1.8% 1.8% 220 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 55,246 4,917 0.11% 0.11% 221 0 0.0% Q2 2026 Aug 13, 2026
Cascade Financial Partners, LLC History No change 55,144 4,908 0.43% 0.43% 222 0 0.0% Q2 2026 Aug 04, 2026
Arsenal Capital Advisors LLC History No change 52,146 4,641 2.74% 2.74% 223 0 0.0% Q2 2026 Aug 11, 2026
Inman Jager Wealth Management, LLC History No change 51,361 4,571 2.43% 2.43% 224 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 50,536 4,498 0.04% 0.04% 225 0 0.0% Q2 2026 Jul 27, 2026
OpenArc Corporate Advisory, LLC History No change 50,154 4,464 0.05% 0.05% 226 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 49,609 4,415 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 07, 2026
FF Advisors,LLC History No change 49,324 4,390 1.64% 1.64% 228 0 0.0% Q2 2026 Jul 29, 2026
Granite Bay Wealth Management, LLC History No change 49,110 4,371 0.4% 0.4% 229 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 48,052 4,277 0.11% 0.11% 230 0 0.0% Q2 2026 Aug 07, 2026
Probity Advisors, Inc. History No change 48,002 4,272 0.61% 0.61% 231 0 0.0% Q2 2026 Jul 31, 2026
Prosperity Consulting Group, LLC History No change 45,361 4,037 0.15% 0.15% 232 0 0.0% Q2 2026 Aug 13, 2026
Advus Financial Partners, LLC History No change 45,306 4,032 1.15% 1.15% 233 0 0.0% Q2 2026 Oct 02, 2026
CLARIS ADVISORS, LLC / MO / History No change 45,171 4,020 1.05% 1.05% 234 0 0.0% Q2 2026 Jul 21, 2026
Strid Group, LLC History No change 44,094 3,924 0.44% 0.44% 235 0 0.0% Q2 2026 Jul 23, 2026
Diversify Advisory Services, LLC History No change 43,707 3,908 0.07% 0.07% 236 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 43,707 3,908 0.07% 0.07% 237 0 0.0% Q2 2026 Jul 29, 2026
Janney Montgomery Scott LLC History No change 43,786 3,897 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 41,222 3,669 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 14, 2026
Cordant, Inc. History No change 40,317 3,588 1.29% 1.29% 240 0 0.0% Q2 2026 Jul 14, 2026
Summit Financial, LLC History No change 40,114 3,570 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 12, 2026
Greenspring Advisors, LLC History No change 40,086 3,568 0.2% 0.2% 242 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 39,522 3,517 0.05% 0.05% 243 0 0.0% Q2 2026 Aug 12, 2026
Lakeridge Wealth Management LLC History No change 39,228 3,491 1.28% 1.28% 244 0 0.0% Q2 2026 Jul 14, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 39,194 3,488 1.79% 1.79% 245 0 0.0% Q2 2026 Jul 28, 2026
RHS Financial, LLC History No change 38,877 3,460 1.4% 1.4% 246 0 0.0% Q2 2026 Aug 07, 2026
OneAscent Financial Services LLC History No change 38,730 3,447 0.16% 0.16% 247 0 0.0% Q2 2026 Aug 11, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 38,717 3,446 0.27% 0.27% 248 0 0.0% Q2 2026 Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 38,688 3,441 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 14, 2026
Unconventional Investor, LLC History No change 37,387 3,327 1.38% 1.38% 250 0 0.0% Q2 2026 Aug 18, 2026
Centennial Bank/AR/ History No change 37,015 3,294 1.06% 1.06% 251 0 0.0% Q2 2026 Aug 10, 2026
Resolute Advisors LLC History No change 36,603 3,258 0.78% 0.78% 252 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 36,283 3,230 0.02% 0.02% 253 0 0.0% Q2 2026 Jul 20, 2026
IFP Advisors, Inc History No change 36,077 3,211 0.06% 0.06% 254 0 0.0% Q2 2026 Jul 20, 2026
Noble Wealth Partners LLC History No change 35,557 3,164 2.75% 2.75% 255 0 0.0% Q2 2026 Jul 24, 2026
RWA WEALTH PARTNERS, LLC History No change 34,998 3,115 0.03% 0.03% 256 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 34,857 3,102 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 34,593 3,079 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 27, 2026
D.A. DAVIDSON & CO. History No change 34,481 3,069 0.02% 0.02% 259 0 0.0% Q2 2026 Jul 24, 2026
Csenge Advisory Group History No change 34,487 3,069 0.12% 0.12% 260 0 0.0% Q2 2026 Aug 10, 2026
Belleair Asset Management, LLC History No change 34,297 3,052 2.57% 2.57% 261 0 0.0% Q2 2026 Jul 15, 2026
TENET WEALTH PARTNERS, LLC History No change 34,046 3,044 2.26% 2.26% 262 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 33,810 3,009 0.05% 0.05% 263 0 0.0% Q2 2026 Jul 21, 2026
Lido Advisors, LLC History No change 33,803 3,008 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 07, 2026
Gateway Wealth Partners, LLC History No change 33,745 3,003 0.18% 0.18% 265 0 0.0% Q2 2026 Aug 04, 2026
Rossby Financial, LCC History No change 33,401 2,973 0.54% 0.54% 266 0 0.0% Q2 2026 Aug 04, 2026
United Advisor Group, LLC History No change 33,336 2,967 0.31% 0.31% 267 0 0.0% Q2 2026 Jul 29, 2026
Snowden Capital Advisors LLC History No change 32,958 2,933 0.07% 0.07% 268 0 0.0% Q2 2026 Aug 13, 2026
Karras Company, Inc. History No change 32,916 2,929 2.65% 2.65% 269 0 0.0% Q2 2026 Jul 23, 2026
BEAM WEALTH ADVISORS, INC. History No change 32,705 2,911 0.64% 0.64% 270 0 0.0% Q2 2026 Jul 29, 2026
Towne Trust Company, N.A History No change 32,249 2,870 0.87% 0.87% 271 0 0.0% Q2 2026 Jul 30, 2026
Advisory Services Network, LLC History No change 31,819 2,832 0.03% 0.03% 272 0 0.0% Q2 2026 Aug 12, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 31,677 2,819 1.39% 1.39% 273 0 0.0% Q2 2026 Aug 13, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 31,106 2,768 1.87% 1.87% 274 0 0.0% Q2 2026 Jul 22, 2026
Lauterbach Financial Advisors, LLC History No change 30,933 2,753 1.18% 1.18% 275 0 0.0% Q2 2026 Jul 27, 2026
Argent Trust Co History No change 30,858 2,746 0.08% 0.08% 276 0 0.0% Q2 2026 Aug 06, 2026
B&D White Capital Company, LLC History No change 30,765 2,738 0.27% 0.27% 277 0 0.0% Q2 2026 Jul 31, 2026
HOGE FINANCIAL SERVICES, LLC History No change 30,199 2,688 1.29% 1.29% 278 0 0.0% Q2 2026 Jul 29, 2026
STEPHENS INC /AR/ History No change 29,825 2,654 0.03% 0.03% 279 0 0.0% Q2 2026 Jul 29, 2026
Purkiss Capital Advisors LLC History No change 29,544 2,629 1.0% 1.0% 280 0 0.0% Q2 2026 Jul 30, 2026
FRANKLIN RESOURCES INC History No change 29,524 2,627 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 13, 2026
Dorsey & Whitney Trust CO LLC History No change 29,354 2,612 0.13% 0.13% 282 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 29,086 2,588 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 19, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 28,468 2,533 0.92% 0.92% 284 0 0.0% Q2 2026 Jul 14, 2026
Savvy Advisors, Inc. History No change 28,217 2,511 0.05% 0.05% 285 0 0.0% Q2 2026 Aug 03, 2026
Cassady Wealth & Retirement Planning, LLC History No change 27,899 2,483 1.15% 1.15% 286 0 0.0% Q2 2026 Jul 24, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 26,338 2,452 0.8% 0.8% 287 0 0.0% Q2 2026 Aug 13, 2026
Diversified Enterprises, LLC History No change 27,453 2,443 0.12% 0.12% 288 0 0.0% Q2 2026 Jul 31, 2026
FC Advisory LLC History Added to 26,759 2,394 0.63% 0.62% 290 +419 1.59% Q3 2026 Oct 05, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 26,898 2,394 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 04, 2026
FWG Investments, LLC. History No change 26,154 2,327 1.23% 1.23% 291 0 0.0% Q2 2026 Jul 28, 2026
Chicago Capital, LLC History No change 25,744 2,291 0.06% 0.06% 292 0 0.0% Q2 2026 Jul 27, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 25,717 2,289 0.19% 0.19% 293 0 0.0% Q2 2026 Jul 28, 2026
Sequoia Financial Advisors, LLC History No change 25,581 2,276 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 17, 2026
Bienville Capital Management, LLC History No change 25,475 2,267 0.3% 0.3% 295 0 0.0% Q2 2026 Aug 13, 2026
EHRLICH FINANCIAL GROUP History No change 25,349 2,256 1.16% 1.16% 296 0 0.0% Q2 2026 Jul 09, 2026
C M BIDWELL & ASSOCIATES LTD History No change 25,182 2,241 0.92% 0.92% 297 0 0.0% Q2 2026 Aug 11, 2026
Capital Analysts, LLC History No change 24,800 2,207 0.05% 0.05% 298 0 0.0% Q2 2026 Aug 05, 2026
SMITH, MOORE & CO. History No change 24,179 2,152 0.14% 0.14% 299 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 23,851 2,123 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 13, 2026
Prepared Retirement Institute LLC History No change 23,779 2,116 0.9% 0.9% 301 0 0.0% Q2 2026 Aug 10, 2026
Kera Capital Partners, Inc. History No change 23,574 2,098 0.2% 0.2% 302 0 0.0% Q2 2026 Aug 14, 2026
United Financial Planning Group LLC History No change 23,377 2,080 1.06% 1.06% 303 0 0.0% Q2 2026 Aug 06, 2026
Ironwood Wealth Management, LLC. History No change 22,853 2,034 0.45% 0.45% 304 0 0.0% Q2 2026 Jul 30, 2026
CGN Advisors LLC History No change 22,789 2,028 0.15% 0.15% 305 0 0.0% Q2 2026 Jul 06, 2026
K2 Financial Inc. History No change 22,310 2,018 1.42% 1.42% 306 0 0.0% Q2 2026 Jul 21, 2026
Vertex Planning Partners, LLC History No change 22,516 2,004 0.3% 0.3% 307 0 0.0% Q2 2026 Aug 14, 2026
Atwater Malick LLC History No change 22,314 1,986 0.43% 0.43% 308 0 0.0% Q2 2026 Jul 27, 2026
Robertson Stephens Wealth Management, LLC History No change 21,929 1,951 0.05% 0.05% 309 0 0.0% Q2 2026 Jul 29, 2026
Retirement Planning Group, LLC History No change 21,802 1,940 0.05% 0.05% 310 0 0.0% Q2 2026 Aug 05, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 21,341 1,899 0.09% 0.09% 311 0 0.0% Q2 2026 Jul 28, 2026
Compound Planning, Inc. History No change 21,309 1,896 0.05% 0.05% 312 0 0.0% Q2 2026 Aug 04, 2026
E&G Advisors, LLC History No change 21,274 1,893 0.37% 0.37% 313 0 0.0% Q2 2026 Jul 23, 2026
Mann Financial Group, Inc. History No change 21,107 1,878 1.57% 1.57% 314 0 0.0% Q2 2026 Jul 22, 2026
Sage Mountain Advisors LLC History No change 20,686 1,841 0.11% 0.11% 315 0 0.0% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 20,545 1,828 0.05% 0.05% 316 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 20,455 1,820 0.02% 0.02% 317 0 0.0% Q2 2026 Jul 22, 2026
Sanchez Gaunt Capital Management, LLC History No change 20,235 1,801 1.01% 1.01% 318 0 0.0% Q2 2026 Aug 14, 2026
BXM Wealth LLC History No change 20,100 1,789 0.97% 0.97% 319 0 0.0% Q2 2026 Jul 24, 2026
Rede Wealth, LLC History No change 19,364 1,723 0.57% 0.57% 320 0 0.0% Q2 2026 Aug 03, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 19,126 1,711 0.34% 0.37% 321 -648 -3.28% Q3 2026 Oct 05, 2026
Financial Synergies Wealth Advisors, Inc. History No change 19,161 1,705 0.14% 0.14% 322 0 0.0% Q2 2026 Jul 17, 2026
Strategic Financial Planning, Inc. History No change 19,065 1,697 0.89% 0.89% 323 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 18,790 1,672 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 18,516 1,640 0.0% 0.0% 325 0 0.0% Q2 2026 Jul 27, 2026
Evensky & Katz LLC History No change 17,996 1,602 0.08% 0.08% 326 0 0.0% Q2 2026 Jul 22, 2026
F&V Capital Management, LLC History No change 17,920 1,595 0.29% 0.29% 327 0 0.0% Q2 2026 Jul 21, 2026
Stewardship Advisors, LLC History No change 17,800 1,584 0.33% 0.33% 328 0 0.0% Q2 2026 Jul 20, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 17,698 1,575 0.66% 0.66% 329 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 17,685 1,574 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 13, 2026
Indivisible Partners History No change 17,490 1,556 0.09% 0.09% 331 0 0.0% Q2 2026 Aug 04, 2026
Aptus Capital Advisors, LLC History No change 17,380 1,546 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History No change 17,263 1,536 0.02% 0.02% 333 0 0.0% Q2 2026 Jul 21, 2026
LifePlan Investment Advisors, Inc. History No change 17,124 1,524 0.52% 0.52% 334 0 0.0% Q2 2026 Aug 11, 2026
Wealthspire Advisors, LLC History No change 16,948 1,508 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 11, 2026
SageView Advisory Group, LLC History No change 16,925 1,506 0.05% 0.05% 336 0 0.0% Q2 2026 Aug 10, 2026
Arista Wealth Management, LLC History No change 16,767 1,492 0.16% 0.16% 337 0 0.0% Q2 2026 Jul 08, 2026
NATIXIS ADVISORS, LLC History No change 15,833 1,409 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 15,830 1,409 0.01% 0.01% 339 0 0.0% Q2 2026 Jul 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 15,940 1,404 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 14, 2026
Verum Partners LLC History No change 15,533 1,382 0.21% 0.21% 341 0 0.0% Q2 2026 Jul 22, 2026
Heritage Trust Co History No change 15,477 1,377 0.12% 0.12% 342 0 0.0% Q2 2026 Aug 06, 2026
Interchange Capital Partners, LLC History No change 15,370 1,368 0.26% 0.26% 343 0 0.0% Q2 2026 Jul 20, 2026
Kingdom Financial Group LLC. History No change 15,350 1,366 0.35% 0.35% 344 0 0.0% Q2 2026 Aug 07, 2026
Independent Wealth Network Inc. History No change 15,114 1,345 0.34% 0.34% 345 0 0.0% Q2 2026 Jul 20, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 15,000 1,335 0.07% 0.07% 346 0 0.0% Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History No change 15,031 1,330 0.03% 0.03% 347 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 14,922 1,328 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 10, 2026
Empire Financial Management Company, LLC History No change 14,899 1,326 0.53% 0.53% 349 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 14,885 1,324 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History Added to 14,785 1,322 0.02% 0.02% 351 +2,501 20.36% Q3 2026 Oct 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 14,677 1,306 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 14, 2026
HOWARD BAILEY SECURITIES, LLC History No change 14,663 1,305 0.49% 0.49% 353 0 0.0% Q2 2026 Aug 10, 2026
Tribridge Partners Financial LLC History No change 14,021 1,253 0.49% 0.49% 354 0 0.0% Q2 2026 Aug 04, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 13,989 1,245 0.83% 0.83% 355 0 0.0% Q2 2026 Aug 05, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 13,983 1,244 0.06% 0.06% 356 0 0.0% Q2 2026 Jul 28, 2026
Larson Financial Group LLC History No change 13,854 1,233 0.03% 0.03% 357 0 0.0% Q2 2026 Aug 14, 2026
New England Private Wealth Advisors LLC History No change 13,804 1,228 0.12% 0.12% 358 0 0.0% Q2 2026 Aug 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 13,745 1,223 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 13,628 1,213 0.0% 0.0% 360 0 0.0% Q2 2026 Sep 02, 2026
Visionary Wealth Advisors History No change 13,633 1,213 0.05% 0.05% 361 0 0.0% Q2 2026 Aug 13, 2026
KEB ASSET MANAGEMENT, LLC History No change 13,630 1,213 0.2% 0.2% 362 0 0.0% Q2 2026 Jul 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 13,521 1,203 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
Gainplan LLC History Added to 13,437 1,202 0.47% 0.44% 364 +976 7.83% Q3 2026 Oct 08, 2026
Tranquility Partners, LLC History No change 13,344 1,187 0.41% 0.41% 365 0 0.0% Q2 2026 Jul 23, 2026
Veltria Advisors Corp. History No change 13,182 1,173 1.77% 1.77% 366 0 0.0% Q2 2026 Aug 14, 2026
Tudor Financial Inc. History No change 13,127 1,168 0.52% 0.52% 367 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 13,095 1,165 0.03% 0.03% 368 0 0.0% Q2 2026 Aug 03, 2026
Parallel Advisors, LLC History No change 12,993 1,156 0.02% 0.02% 369 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 12,865 1,141 0.06% 0.06% 370 0 0.0% Q2 2026 Jul 14, 2026
STEVENS CAPITAL PARTNERS History No change 12,694 1,129 0.21% 0.21% 371 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 12,367 1,100 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 10, 2026
Apella Capital, LLC History Reduced 12,338 1,095 0.01% 0.02% 373 -6,495 -34.49% Q3 2026 Oct 08, 2026
Lloyd Advisory Services, LLC. History No change 12,312 1,095 0.42% 0.42% 374 0 0.0% Q2 2026 Aug 07, 2026
Traveka Wealth, LLC History No change 12,238 1,089 0.36% 0.36% 375 0 0.0% Q2 2026 Jul 21, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 12,125 1,079 0.24% 0.24% 376 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History No change 11,762 1,046 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 14, 2026
Accurate Wealth Management, LLC History No change 11,574 1,037 0.1% 0.1% 378 0 0.0% Q2 2026 Jul 14, 2026
EP Wealth Advisors, LLC History No change 11,627 1,034 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 11, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 11,615 1,033 0.29% 0.29% 380 0 0.0% Q2 2026 Aug 12, 2026
IEQ CAPITAL, LLC History No change 11,550 1,028 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 11, 2026
Valpey Financial Services, LLC History No change 11,523 1,025 0.61% 0.61% 382 0 0.0% Q2 2026 Aug 11, 2026
Tactive Advisors, LLC History Reduced 11,436 1,023 0.25% 0.26% 383 -376 -3.18% Q3 2026 Oct 08, 2026
Heck Capital Advisors, LLC History No change 11,395 1,014 0.06% 0.06% 384 0 0.0% Q2 2026 Jul 10, 2026
Ameritas Advisory Services, LLC History No change 11,364 1,011 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 14, 2026
Cogent Private Wealth, Inc. History No change 11,352 1,010 0.63% 0.63% 386 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 11,335 1,008 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 12, 2026
Graney & King, LLC History No change 11,288 1,004 0.36% 0.36% 388 0 0.0% Q2 2026 Aug 07, 2026
CAHILL FINANCIAL ADVISORS INC History No change 11,276 1,003 0.1% 0.1% 389 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 11,199 996 0.03% 0.03% 390 0 0.0% Q2 2026 Aug 05, 2026
Berman McAleer LLC History No change 11,180 995 0.12% 0.12% 391 0 0.0% Q2 2026 Jul 16, 2026
HB Wealth Management, LLC History No change 11,150 992 0.01% 0.01% 392 0 0.0% Q2 2026 Jul 29, 2026
OKABENA INVESTMENT SERVICES INC History No change 11,059 984 0.18% 0.18% 393 0 0.0% Q2 2026 Aug 04, 2026
Vistica Wealth Advisors, LLC History No change 11,063 984 0.85% 0.85% 394 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 11,010 980 0.07% 0.07% 395 0 0.0% Q2 2026 Jul 07, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 10,972 976 0.05% 0.05% 396 0 0.0% Q2 2026 Jul 20, 2026
Greykasell Wealth Strategies, Inc. History No change 10,945 974 0.35% 0.35% 397 0 0.0% Q2 2026 Aug 11, 2026
CHOREO, LLC History No change 10,897 969 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 04, 2026
Squarepoint Ops LLC History No change 10,704 952 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 10,684 950 0.04% 0.04% 400 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Partners, LLC History No change 10,572 941 0.21% 0.21% 401 0 0.0% Q2 2026 Jul 22, 2026
Nicholas Hoffman & Company, LLC. History No change 10,547 938 0.02% 0.02% 402 0 0.0% Q2 2026 Aug 04, 2026
Fiduciary Wealth Partners, LLC History No change 10,455 930 0.51% 0.51% 403 0 0.0% Q2 2026 Jul 29, 2026
OneDigital Investment Advisors LLC History No change 10,369 922 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 06, 2026
LexAurum Advisors, LLC History No change 10,314 918 0.11% 0.11% 405 0 0.0% Q2 2026 Jul 15, 2026
FIRST HORIZON CORP History No change 10,039 893 0.03% 0.03% 406 0 0.0% Q2 2026 Jul 20, 2026
Stratos Investment Management, LLC History No change 10,026 892 0.03% 0.03% 407 0 0.0% Q2 2026 Aug 11, 2026
Rossmore Private Capital History No change 10,018 891 0.07% 0.07% 408 0 0.0% Q2 2026 Jul 31, 2026
Twelve Points Wealth Management LLC History No change 10,010 890 0.18% 0.18% 409 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 9,809 871 0.21% 0.21% 410 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 9,783 870 0.04% 0.04% 411 0 0.0% Q2 2026 Jul 10, 2026
Wealthfront Advisers LLC History No change 9,657 859 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 07, 2026
Portside Wealth Group, LLC History No change 9,650 858 0.1% 0.1% 413 0 0.0% Q2 2026 Jul 14, 2026
Matisse Capital History No change 9,632 857 0.34% 0.34% 414 0 0.0% Q2 2026 Aug 12, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 9,620 856 0.05% 0.05% 415 0 0.0% Q2 2026 Aug 04, 2026
Atlanta Consulting Group Advisors, LLC History No change 9,497 845 0.13% 0.13% 416 0 0.0% Q2 2026 Aug 14, 2026
Strathmore Capital Advisors, Inc. History No change 9,446 844 0.23% 0.23% 417 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 9,460 842 0.04% 0.04% 418 0 0.0% Q2 2026 Jul 16, 2026
Manuka Financial, LLC History No change 9,447 840 0.44% 0.44% 419 0 0.0% Q2 2026 Jul 31, 2026
Tennessee Valley Asset Management Partners History No change 9,359 833 0.09% 0.09% 420 0 0.0% Q2 2026 Aug 10, 2026
Berger Financial Group, Inc History No change 9,350 832 0.04% 0.04% 421 0 0.0% Q2 2026 Aug 04, 2026
J. Team Financial, Inc. History No change 9,070 807 0.78% 0.78% 422 0 0.0% Q2 2026 Jul 27, 2026
E-Wealth Partners, LLC History No change 9,049 805 0.58% 0.58% 423 0 0.0% Q2 2026 Aug 17, 2026
NewEdge Wealth, LLC History No change 8,846 787 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 10, 2026
Discipline Wealth Solutions, LLC History No change 8,844 787 0.07% 0.07% 425 0 0.0% Q2 2026 Jul 21, 2026
UMB Bank, n.a. History No change 8,789 782 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 8,750 777 0.04% 0.04% 427 0 0.0% Q2 2026 Jul 27, 2026
Ballast Rock Private Wealth LLC History No change 8,692 773 0.36% 0.36% 428 0 0.0% Q2 2026 Aug 10, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 8,579 763 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 11, 2026
Bonfire Financial History No change 8,477 754 0.48% 0.48% 430 0 0.0% Q2 2026 Aug 07, 2026
Avantax Planning Partners, Inc. History No change 8,414 748 0.02% 0.02% 431 0 0.0% Q2 2026 Jul 28, 2026
Bryn Mawr Trust Advisors, LLC History No change 8,364 744 0.03% 0.03% 432 0 0.0% Q2 2026 Aug 03, 2026
Private Advisor Group, LLC History No change 8,239 733 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 27, 2026
Parkwoods Wealth Partners, LLC History No change 8,216 731 0.12% 0.12% 434 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 8,133 723 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 06, 2026
Clarity Capital Advisors, LLC History No change 8,112 722 0.3% 0.3% 436 0 0.0% Q2 2026 Jul 13, 2026
TFB Advisors LLC History No change 8,091 720 0.32% 0.32% 437 0 0.0% Q2 2026 Aug 06, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 8,006 716 0.17% 0.17% 438 -63 -0.78% Q3 2026 Oct 06, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 7,960 708 0.58% 0.58% 439 0 0.0% Q2 2026 Jul 30, 2026
GeoWealth Management, LLC History No change 7,857 699 0.02% 0.02% 440 0 0.0% Q2 2026 Jul 30, 2026
Mutual Advisors, LLC History No change 7,851 698 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 14, 2026
Lexington Hill Partners, LLC History No change 7,835 697 0.34% 0.34% 442 0 0.0% Q2 2026 Jul 08, 2026
Quest 10 Wealth Builders, Inc. History No change 7,781 692 0.54% 0.54% 443 0 0.0% Q2 2026 Jul 24, 2026
Rockwood Wealth Management, LLC History No change 7,703 685 0.04% 0.04% 444 0 0.0% Q2 2026 Jul 13, 2026
James J. Burns & Company, LLC History No change 7,560 672 0.07% 0.07% 445 0 0.0% Q2 2026 Aug 06, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 7,276 671 0.4% 0.4% 446 0 0.0% Q2 2026 Aug 07, 2026
REGIMEN WEALTH, LLC History No change 7,519 669 0.18% 0.18% 447 0 0.0% Q2 2026 Aug 05, 2026
Financial Engines Advisors L.L.C. History No change 7,506 668 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 14, 2026
Elyxium Wealth, LLC History No change 7,487 666 0.07% 0.07% 449 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 7,417 660 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History No change 7,393 658 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 11, 2026
Sound Income Strategies, LLC History Reduced 7,343 650 0.03% 0.03% 452 -423 -5.45% Q3 2026 Oct 09, 2026
Mayflower Financial Advisors, LLC History No change 7,289 648 0.06% 0.06% 453 0 0.0% Q2 2026 Jul 09, 2026
CORRADO ADVISORS, LLC History No change 7,256 645 0.3% 0.3% 454 0 0.0% Q2 2026 Jul 29, 2026
Nuveen, LLC History No change 7,251 645 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Personalized Indexing Management, LLC History No change 7,166 637 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 11, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History No change 7,120 637 0.43% 0.43% 457 0 0.0% Q3 2026 Oct 09, 2026
FORTE ASSET MANAGEMENT LLC History No change 7,125 634 0.26% 0.26% 458 0 0.0% Q2 2026 Jul 21, 2026
DAVIDSON INVESTMENT ADVISORS History No change 7,118 633 0.03% 0.03% 459 0 0.0% Q2 2026 Jul 21, 2026
CONNORS INVESTOR SERVICES INC History No change 6,940 617 0.05% 0.05% 460 0 0.0% Q2 2026 Aug 14, 2026
Networth Advisors, LLC History No change 6,924 616 0.36% 0.36% 461 0 0.0% Q2 2026 Jul 22, 2026
Everhart Financial Group, Inc. History Reduced 6,879 615 0.04% 0.04% 462 -169 -2.4% Q3 2026 Oct 08, 2026
SAPIENT CAPITAL LLC History No change 6,841 612 0.01% 0.01% 463 0 0.0% Q3 2026 Oct 08, 2026
AlphaStar Capital Management, LLC History No change 6,865 611 0.04% 0.04% 464 0 0.0% Q2 2026 Jul 30, 2026
Westmount Partners, LLC History No change 6,827 607 0.13% 0.13% 465 0 0.0% Q2 2026 Jul 07, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 6,784 603 0.07% 0.07% 466 0 0.0% Q2 2026 Jul 20, 2026
Klingman & Associates, LLC History No change 6,749 600 0.03% 0.03% 467 0 0.0% Q2 2026 Jul 29, 2026
One Day In July LLC History No change 6,632 590 0.04% 0.04% 468 0 0.0% Q2 2026 Aug 03, 2026
Prospera Financial Services Inc History No change 6,524 580 0.01% 0.01% 469 0 0.0% Q2 2026 Jul 15, 2026
COGENT STRATEGIC WEALTH LLC History No change 6,499 578 0.55% 0.55% 470 0 0.0% Q2 2026 Aug 11, 2026
Strategies Wealth Advisors, LLC History No change 6,488 577 0.05% 0.05% 471 0 0.0% Q2 2026 Aug 14, 2026
Cannell & Spears LLC History No change 6,295 560 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 11, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 6,283 559 0.24% 0.24% 473 0 0.0% Q2 2026 Aug 07, 2026
SIMA Wealth Partners, LLC History No change 6,288 559 0.4% 0.4% 474 0 0.0% Q2 2026 Jul 28, 2026
Williams & Novak Wealth Management, LLC History Reduced 6,210 555 0.33% 0.38% 475 -240 -3.72% Q3 2026 Oct 09, 2026
Joel Isaacson & Co., LLC History No change 6,217 553 0.02% 0.02% 476 0 0.0% Q2 2026 Aug 04, 2026
Altiora Financial Group, LLC History No change 6,173 549 0.09% 0.09% 477 0 0.0% Q2 2026 Aug 07, 2026
Investor's Fiduciary Advisor Network, LLC History No change 6,163 548 0.19% 0.19% 478 0 0.0% Q2 2026 Aug 13, 2026
SVB WEALTH LLC History No change 6,143 546 0.03% 0.03% 479 0 0.0% Q2 2026 Jul 17, 2026
IFG Advisors, LLC History No change 6,112 543 0.07% 0.07% 480 0 0.0% Q2 2026 Jul 22, 2026
XTX Topco Ltd History No change 6,070 540 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 14, 2026
Thayer Financial, L.L.C. History No change 6,037 537 0.49% 0.49% 482 0 0.0% Q2 2026 Jul 08, 2026
Aureus Asset Management, LLC History No change 5,984 532 0.03% 0.03% 483 0 0.0% Q2 2026 Aug 14, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 5,965 530 0.03% 0.03% 484 0 0.0% Q2 2026 Jul 13, 2026
Lynx Investment Advisory History No change 5,923 527 0.17% 0.17% 485 0 0.0% Q2 2026 Jul 27, 2026
FIRST TRUST ADVISORS LP History No change 5,920 526 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 5,904 525 0.01% 0.01% 487 0 0.0% Q2 2026 Jul 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,872 522 0.02% 0.02% 488 0 0.0% Q2 2026 Jul 23, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 5,844 520 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 14, 2026
Glass Jacobson Investment Advisors llc History No change 5,827 518 0.16% 0.16% 490 0 0.0% Q2 2026 Jul 30, 2026
Continuum Advisory, LLC History No change 5,787 515 0.04% 0.04% 491 0 0.0% Q2 2026 Aug 06, 2026
Endowment Wealth Management, Inc. History No change 5,786 515 0.2% 0.2% 492 0 0.0% Q2 2026 Aug 05, 2026
Tannin Capital LLC History No change 5,758 512 0.34% 0.34% 493 0 0.0% Q2 2026 Aug 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 5,761 512 0.07% 0.07% 494 0 0.0% Q2 2026 Jul 21, 2026
SFG Wealth Management, LLC. History No change 5,718 508 0.18% 0.18% 495 0 0.0% Q2 2026 Jul 22, 2026
Balanced Rock Investment Advisors LLC History No change 5,638 501 0.31% 0.31% 496 0 0.0% Q2 2026 Aug 14, 2026
Merited Wealth, LLC History No change 5,624 500 0.35% 0.35% 497 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 5,553 494 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 06, 2026
FAS Wealth Partners, Inc. History No change 5,512 490 0.03% 0.03% 499 0 0.0% Q2 2026 Jul 29, 2026
Choate Investment Advisors History No change 5,494 489 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 11, 2026
City State Bank History No change 5,362 477 0.11% 0.11% 501 0 0.0% Q2 2026 Jul 14, 2026
Baker Avenue Asset Management, LP History No change 5,344 475 0.01% 0.01% 502 0 0.0% Q2 2026 Jul 28, 2026
Diversified Trust Co History No change 5,335 474 0.01% 0.01% 503 0 0.0% Q2 2026 Jul 17, 2026
Balefire, LLC History Added to 5,287 473 0.07% 0.07% 504 +166 3.24% Q3 2026 Oct 09, 2026
Capstone Wealth Management, LLC History No change 5,284 470 0.22% 0.22% 505 0 0.0% Q2 2026 Jul 23, 2026
Opulen Financial Group LLC History No change 5,289 470 0.3% 0.3% 506 0 0.0% Q2 2026 Jul 27, 2026
Arcadia Wealth Management, LLC History No change 5,264 468 0.15% 0.15% 507 0 0.0% Q2 2026 Jul 20, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 5,236 466 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 28, 2026
Marble Harbor Investment Counsel, LLC History No change 5,184 461 0.05% 0.05% 509 0 0.0% Q2 2026 Aug 07, 2026
CENTRAL TRUST Co History No change 5,146 458 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 31, 2026
Clark Capital Management Group, Inc. History No change 5,052 449 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 11, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 5,028 447 0.03% 0.03% 512 0 0.0% Q2 2026 Jul 16, 2026
B.O.S.S. Retirement Advisors, LLC History No change 4,965 441 0.12% 0.12% 513 0 0.0% Q2 2026 Jul 20, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 4,941 439 0.02% 0.02% 514 0 0.0% Q2 2026 Aug 18, 2026
Barnes Dennig Private Wealth Management LLC History No change 4,885 434 0.35% 0.35% 515 0 0.0% Q2 2026 Jul 15, 2026
Alteri Wealth LLC History No change 4,808 427 0.12% 0.12% 516 0 0.0% Q2 2026 Jul 29, 2026
Bensler, LLC History No change 4,776 425 0.04% 0.04% 517 0 0.0% Q2 2026 Jul 23, 2026
Beaumont Financial Advisors, LLC History No change 4,700 418 0.03% 0.03% 518 0 0.0% Q2 2026 Aug 04, 2026
DV Trading LLC History No change 4,688 417 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 4,645 413 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 4,620 411 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 4,602 409 0.01% 0.01% 522 0 0.0% Q2 2026 Jul 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,539 404 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 12, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 4,525 402 0.14% 0.14% 524 0 0.0% Q2 2026 Aug 11, 2026
Valeo Financial Advisors, LLC History New 4,467 399 0.01% — 525 +4,467 New Q3 2026 Oct 08, 2026
Apeiron RIA LLC History New 4,499 398 0.09% — 526 +4,499 New Q3 2026 Oct 08, 2026
Mascoma Wealth Management LLC History No change 4,464 397 0.07% 0.07% 527 0 0.0% Q2 2026 Jul 24, 2026
Winter & Associates, Inc. History No change 4,384 390 0.29% 0.29% 528 0 0.0% Q2 2026 Jul 09, 2026
Venturi Wealth Management, LLC History No change 4,317 384 0.01% 0.01% 529 0 0.0% Q2 2026 Jul 20, 2026
Schrum Private Wealth Management LLC History No change 5,653 384 0.39% 0.39% 530 0 0.0% Q2 2026 Aug 10, 2026
WATERSHED PRIVATE WEALTH LLC History No change 4,300 382 0.11% 0.11% 531 0 0.0% Q2 2026 Jul 17, 2026
Montgomery Financial Services LLC History No change 4,276 380 0.33% 0.33% 532 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 4,256 378 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 14, 2026
WMG Financial Advisors, LLC History No change 4,249 378 0.14% 0.14% 534 0 0.0% Q2 2026 Jul 23, 2026
COMMERCE BANK History No change 4,245 377 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 12, 2026
Sowell Financial Services LLC History No change 4,237 377 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 17, 2026
Second Line Capital, LLC History No change 4,195 373 0.07% 0.07% 537 0 0.0% Q2 2026 Sep 02, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 4,113 366 0.06% 0.06% 538 0 0.0% Q2 2026 Aug 14, 2026
Tortoise Investment Management, LLC History No change 4,100 364 0.03% 0.03% 539 0 0.0% Q2 2026 Aug 07, 2026
NorthLanding Financial Partners, LLC History No change 4,091 364 0.25% 0.25% 540 0 0.0% Q2 2026 Jul 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 4,045 360 0.01% 0.01% 541 0 0.0% Q2 2026 Jul 14, 2026
Silver Grove Financial Group, Inc. History No change 4,000 356 0.19% 0.19% 542 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 3,937 350 0.05% 0.05% 543 0 0.0% Q2 2026 Aug 06, 2026
Storgate, LLC History No change 3,936 350 0.07% 0.07% 544 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 3,900 347 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 03, 2026
Western Wealth Management, LLC History No change 3,902 347 0.01% 0.01% 546 0 0.0% Q2 2026 Aug 14, 2026
Fairvoy Private Wealth, LLC History No change 3,887 345 0.07% 0.07% 547 0 0.0% Q2 2026 Jul 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,867 344 0.07% 0.07% 548 0 0.0% Q2 2026 Aug 06, 2026
SYON CAPITAL LLC History No change 3,846 342 0.01% 0.01% 549 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 3,767 340 0.0% 0.0% 550 0 0.0% Q2 2026 Jul 27, 2026
Colter Lewis Investment Partners LLC History No change 3,818 339 0.15% 0.15% 551 0 0.0% Q2 2026 Aug 14, 2026
Commerce Advisors, LLC History No change 3,764 335 0.18% 0.18% 552 0 0.0% Q2 2026 Aug 04, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 3,752 333 0.03% 0.03% 553 0 0.0% Q2 2026 Jul 31, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 3,721 332 0.09% 0.08% 554 -94 -2.46% Q3 2026 Oct 09, 2026
Charis Legacy Partners, LLC History No change 3,710 330 0.41% 0.41% 555 0 0.0% Q2 2026 Jul 09, 2026
Fermata Advisors, LLC History No change 3,699 329 0.07% 0.07% 556 0 0.0% Q2 2026 Jul 07, 2026
PETRA FINANCIAL ADVISORS INC History No change 3,702 329 0.15% 0.15% 557 0 0.0% Q2 2026 Jul 24, 2026
Fisher Asset Management, LLC History No change 3,685 328 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 04, 2026
GREENLEAF TRUST History No change 3,660 325 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 21, 2026
Secure Asset Management, LLC History No change 3,657 325 0.05% 0.05% 560 0 0.0% Q2 2026 Jul 15, 2026
UPTICK PARTNERS, LLC History No change 3,653 325 0.05% 0.05% 561 0 0.0% Q2 2026 Aug 10, 2026
Cyndeo Wealth Partners, LLC History No change 3,646 324 0.02% 0.02% 562 0 0.0% Q2 2026 Jul 21, 2026
Riverbend Wealth Management, LLC History No change 3,634 323 0.16% 0.16% 563 0 0.0% Q2 2026 Jul 22, 2026
BAM Wealth Management, LLC History No change 3,607 321 0.2% 0.2% 564 0 0.0% Q2 2026 Jul 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,585 319 0.01% 0.01% 565 0 0.0% Q2 2026 Jul 17, 2026
EJMK Ventures LLC History No change 3,562 317 0.14% 0.14% 566 0 0.0% Q2 2026 Aug 06, 2026
Nicholas Wealth, LLC. History No change 3,519 313 0.17% 0.17% 567 0 0.0% Q2 2026 Jul 24, 2026
Evercore Wealth Management, LLC History No change 3,491 310 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 3,493 310 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 29, 2026
Proficio Capital Partners LLC History No change 3,475 309 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 14, 2026
Shared Vision Wealth Group LLC History No change 3,442 306 0.11% 0.11% 571 0 0.0% Q2 2026 Jul 31, 2026
WPG Advisers, LLC History No change 3,360 299 0.18% 0.18% 572 0 0.0% Q2 2026 Aug 05, 2026
New Republic Capital, LLC History No change 3,334 296 0.07% 0.07% 573 0 0.0% Q2 2026 Jul 31, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 3,222 286 0.08% 0.08% 574 0 0.0% Q2 2026 Jul 31, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 3,220 286 0.23% 0.23% 575 0 0.0% Q2 2026 Jul 21, 2026
AIRE ADVISORS, LLC History No change 3,208 285 0.05% 0.05% 576 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,184 283 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 27, 2026
Slagle Financial, LLC History No change 3,164 281 0.08% 0.08% 578 0 0.0% Q2 2026 Jul 29, 2026
EPIQ PARTNERS, LLC History Added to 3,131 280 0.12% 0.12% 579 +66 2.15% Q3 2026 Oct 07, 2026
Investment Advisory Group, LLC History No change 3,154 280 0.06% 0.06% 580 0 0.0% Q2 2026 Aug 06, 2026
Ethos Financial Group, LLC History No change 3,150 280 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 07, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 3,139 279 0.06% 0.06% 582 0 0.0% Q2 2026 Jul 27, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 3,077 273 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 07, 2026
Founders Financial Alliance, LLC History No change 3,000 267 0.04% 0.04% 584 0 0.0% Q2 2026 Aug 04, 2026
Fiduciary Alliance LLC History No change 3,006 267 0.02% 0.02% 585 0 0.0% Q2 2026 Jul 20, 2026
MATHER GROUP, LLC. History No change 2,992 266 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 27, 2026
Bond & Devick Financial Network, Inc. History No change 2,975 264 0.07% 0.07% 587 0 0.0% Q2 2026 Jul 16, 2026
Fairman Group, LLC History No change 2,950 262 0.21% 0.21% 588 0 0.0% Q2 2026 Aug 04, 2026
Lakeshore Capital Group, Inc. History No change 2,860 254 0.19% 0.19% 589 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisors, Ltd. LLC History No change 2,835 252 0.03% 0.03% 590 0 0.0% Q2 2026 Jul 16, 2026
AMERIFLEX GROUP, INC. History No change 2,835 252 0.1% 0.1% 591 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 2,828 251 0.02% 0.02% 592 0 0.0% Q2 2026 Jul 22, 2026
Allie Family Office LLC History No change 2,800 249 0.09% 0.09% 593 0 0.0% Q2 2026 Oct 02, 2026
Sovereign Financial Group, Inc. History No change 2,792 248 0.04% 0.04% 594 0 0.0% Q2 2026 Jul 24, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,757 245 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Group History No change 2,722 242 0.02% 0.02% 596 0 0.0% Q2 2026 Aug 05, 2026
Harfst & Associates, Inc. History No change 2,725 242 0.04% 0.04% 597 0 0.0% Q2 2026 Jul 31, 2026
Fort Point Capital Partners LLC History No change 2,714 241 0.02% 0.02% 598 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 2,708 241 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 17, 2026
Insight Advisors, LLC/ PA History No change 2,700 240 0.04% 0.04% 600 0 0.0% Q2 2026 Aug 05, 2026
PFG Investments, LLC History No change 2,659 236 0.01% 0.01% 601 0 0.0% Q2 2026 Jul 23, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 2,646 235 0.13% 0.13% 602 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 2,610 232 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 2,603 231 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 15, 2026
HUB Investment Partners, LLC History No change 2,562 228 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 31, 2026
HHM Wealth Advisors, LLC History No change 2,534 225 0.02% 0.02% 606 0 0.0% Q2 2026 Jul 13, 2026
Values Added Financial LLC History No change 2,527 224 0.08% 0.08% 607 0 0.0% Q2 2026 Jul 27, 2026
Summit Wealth Group, LLC History No change 2,508 223 0.05% 0.05% 608 0 0.0% Q2 2026 Aug 04, 2026
SMART Wealth LLC History No change 2,495 222 0.05% 0.05% 609 0 0.0% Q2 2026 Aug 05, 2026
Compass Ion Advisors, LLC History No change 2,484 221 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 12, 2026
Kachkovsky & Fisher, Inc. History No change 2,476 220 0.21% 0.21% 611 0 0.0% Q2 2026 Sep 08, 2026
FSA Advisors, Inc. History No change 2,468 218 0.1% 0.1% 612 0 0.0% Q2 2026 Aug 17, 2026
Penobscot Investment Management Company, Inc. History No change 2,434 216 0.01% 0.01% 613 0 0.0% Q2 2026 Jul 24, 2026
Facet Wealth, Inc. History No change 2,436 216 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 27, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,409 214 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 10, 2026
WEDBUSH SECURITIES INC History No change 2,401 214 0.01% 0.01% 616 0 0.0% Q2 2026 Jul 28, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 2,360 210 0.05% 0.05% 617 0 0.0% Q2 2026 Jul 09, 2026
Capstone Wealth Management, Inc. History No change 2,374 210 0.16% 0.16% 618 0 0.0% Q2 2026 Aug 13, 2026
Advisory Solutions Group, LLC History No change 2,369 210 0.07% 0.07% 619 0 0.0% Q2 2026 Jul 29, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 2,356 209 0.1% 0.1% 620 0 0.0% Q2 2026 Aug 05, 2026
Maia Wealth LLC History No change 2,339 208 0.03% 0.03% 621 0 0.0% Q2 2026 Jul 28, 2026
Crewe Advisors LLC History No change 2,327 207 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 23, 2026
MASECO LLP History No change 2,315 205 0.01% 0.01% 623 0 0.0% Q2 2026 Aug 05, 2026
Asio Capital, LLC History No change 2,300 204 0.03% 0.03% 624 0 0.0% Q2 2026 Jul 17, 2026
CIBC Bancorp USA Inc. History No change 2,291 203 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 13, 2026
CWA Asset Management Group, LLC History No change 2,270 202 0.01% 0.01% 626 0 0.0% Q2 2026 Jul 14, 2026
BostonPremier Wealth LLC History No change 2,273 202 0.09% 0.09% 627 0 0.0% Q2 2026 Jul 24, 2026
Accel Wealth Management History No change 2,264 201 0.05% 0.05% 628 0 0.0% Q2 2026 Jul 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,276 200 0.05% 0.05% 629 0 0.0% Q2 2026 Jul 30, 2026
Integrity Financial Corp /WA History No change 2,256 200 0.1% 0.1% 630 0 0.0% Q2 2026 Jul 31, 2026
3 FACTOR INDEXING, LLC History No change 2,220 197 0.17% 0.17% 631 0 0.0% Q2 2026 Jul 08, 2026
BANK OF MONTREAL /CAN/ History No change 2,201 195 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 2,188 194 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 2,057 183 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 2,008 178 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,972 175 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 1,962 174 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD ADVISERS INC History No change 1,845 164 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 1,768 158 0.01% 0.01% 639 0 0.0% Q3 2026 Oct 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,767 157 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 20, 2026
Physician Wealth Advisors, Inc. History No change 1,735 154 0.02% 0.02% 641 0 0.0% Q2 2026 Jul 20, 2026
PRIVATE TRUST CO NA History No change 1,651 146 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 28, 2026
Walsh & Associates, LLC History No change 1,602 142 0.12% 0.12% 643 0 0.0% Q2 2026 Jul 21, 2026
Ashton Thomas Private Wealth, LLC History No change 1,592 141 0.0% 0.0% 644 0 0.0% Q2 2026 Jul 29, 2026
Allspring Global Investments Holdings, LLC History No change 1,569 140 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 13, 2026
First PREMIER Bank History No change 1,547 138 0.02% 0.02% 646 0 0.0% Q2 2026 Jul 15, 2026
Caldwell Trust Co History No change 1,547 137 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 03, 2026
PETERSON WEALTH MANAGEMENT History No change 1,388 123 0.06% 0.06% 648 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisory, LLC History No change 1,355 120 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 13, 2026
Portfolio Resources Advisor Group, Inc. History No change 1,337 119 0.1% 0.1% 650 0 0.0% Q2 2026 Jul 29, 2026
CoreCap Advisors, LLC History Reduced 1,320 118 0.0% 0.01% 651 -594 -31.03% Q3 2026 Oct 08, 2026
LANARK FINANCIAL, INC. History No change 1,288 114 0.01% 0.01% 652 0 0.0% Q2 2026 Jul 21, 2026
Nemes Rush Group LLC History No change 1,222 108 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 1,210 107 0.01% 0.01% 654 0 0.0% Q2 2026 Jul 27, 2026
Hilton Head Capital Partners, LLC History No change 1,203 107 0.05% 0.05% 655 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 1,169 104 0.03% 0.03% 656 0 0.0% Q2 2026 Jul 23, 2026
Godfrey Financial Associates, Inc. History No change 1,161 103 0.08% 0.08% 657 0 0.0% Q2 2026 Aug 11, 2026
Turim 21 Investimentos Ltda. History No change 1,133 100 0.02% 0.02% 658 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 1,039 92 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 1,042 92 0.02% 0.02% 660 0 0.0% Q2 2026 Aug 03, 2026
Security National Bank History No change 976 86 0.01% 0.01% 661 0 0.0% Q2 2026 Jul 15, 2026
NATIONAL BANK OF CANADA /FI/ History No change 930 82 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 10, 2026
Napier Financial, LLC History No change 908 80 0.02% 0.02% 663 0 0.0% Q2 2026 Jul 31, 2026
Arax Advisory Partners History No change 896 79 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 852 75 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 21, 2026
Avion Wealth History No change 835 74 0.01% 0.01% 666 0 0.0% Q2 2026 Jul 31, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 831 73 0.0% 0.0% 667 0 0.0% Q2 2026 Jul 28, 2026
COUNTRY TRUST BANK History No change 732 65 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 15, 2026
Geneos Wealth Management Inc. History No change 665 59 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 06, 2026
Brooklyn FI, LLC History No change 664 59 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 04, 2026
Russell Investments Group, Ltd. History No change 661 58 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 628 55 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 23, 2026
Harbor Asset Planning, Inc. History No change 612 54 0.04% 0.04% 673 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 535 47 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 13, 2026
Cetera Trust Company, N.A History No change 517 46 0.02% 0.02% 675 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY ADVISORS, INC. History No change 522 46 0.03% 0.03% 676 0 0.0% Q2 2026 Jul 24, 2026
Paladin Advisory Group, LLC History No change 511 45 0.03% 0.03% 677 0 0.0% Q2 2026 Jul 28, 2026
CX Institutional History No change 463 41 0.0% 0.0% 678 0 0.0% Q3 2026 Oct 02, 2026
Main Street Group, LTD History No change 437 38 0.01% 0.01% 679 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 399 35 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 07, 2026
Armor Investment Advisors, LLC History No change 379 33 0.01% 0.01% 681 0 0.0% Q2 2026 Aug 04, 2026
Creative Capital Management Investments LLC History No change 381 33 0.01% 0.01% 682 0 0.0% Q2 2026 Jul 24, 2026
WEST PACES ADVISORS INC. History No change 381 33 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 17, 2026
IMA Advisory Services, Inc. History No change 364 32 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 365 32 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 21, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 358 31 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 22, 2026
Raleigh Capital Management Inc. History No change 352 31 0.01% 0.01% 687 0 0.0% Q2 2026 Jul 21, 2026
N.E.W. Advisory Services LLC History No change 342 30 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 06, 2026
Center for Financial Planning, Inc. History No change 323 28 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 21, 2026
Clark Wealth Partners History No change 320 28 0.02% 0.02% 690 0 0.0% Q2 2026 Jul 28, 2026
YANKCOM Partnership History No change 307 27 0.01% 0.01% 691 0 0.0% Q2 2026 Jul 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 295 26 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 06, 2026
GHP Investment Advisors, Inc. History No change 302 26 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 17, 2026
SYM FINANCIAL Corp History No change 292 25 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 04, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 283 25 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 14, 2026
Reyes Financial Architecture, Inc. History No change 260 23 0.01% 0.01% 696 0 0.0% Q2 2026 Jul 16, 2026
High Note Wealth, LLC History No change 255 22 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 23, 2026
Financial Gravity Companies, Inc. History No change 241 21 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 05, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 233 20 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 12, 2026
Institute for Wealth Management, LLC. History No change 203 18 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 28, 2026
Investors Research Corp History No change 200 17 0.0% 0.0% 701 0 0.0% Q3 2026 Oct 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 180 16 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 186 16 0.0% 0.0% 703 0 0.0% Q2 2026 Sep 04, 2026
Legacy Bridge, LLC History No change 187 16 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 167 14 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 07, 2026
Strive Financial Group ,LLC History No change 164 14 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 138 12 0.0% 0.0% 707 0 0.0% Q2 2026 Jul 24, 2026
SJS Investment Consulting Inc. History No change 142 12 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 22, 2026
Glen Eagle Advisors, LLC History No change 143 12 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 126 11 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 22, 2026
WELLINGTON-ALTUS USA INC. History No change 110 9 0.01% 0.01% 711 0 0.0% Q2 2026 Sep 17, 2026
Buck Wealth Strategies, LLC History No change 108 9 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 30, 2026
Murphy & Mullick Capital Management Corp History No change 110 9 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 97 8 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 99 8 0.01% 0.01% 715 0 0.0% Q3 2026 Oct 09, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 95 8 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 85 7 0.0% 0.0% 717 0 0.0% Q2 2026 Jul 28, 2026
AMERICAN NATIONAL BANK & TRUST History No change 72 6 0.0% 0.0% 718 0 0.0% Q3 2026 Oct 07, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 68 6 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 04, 2026
Key Capital Management, INC History No change 74 6 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 27, 2026
Signature Resources Capital Management, LLC History No change 66 5 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 13, 2026
Dunhill Financial, LLC History No change 64 5 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 07, 2026
Principia Wealth Advisory, LLC History No change 61 5 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 26, 2026
SALEM INVESTMENT COUNSELORS INC History No change 55 4 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 14, 2026
Bogart Wealth, LLC History No change 55 4 0.0% 0.0% 725 0 0.0% Q2 2026 Jul 24, 2026
Downshift Financial, LLC History No change 53 4 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 12, 2026
Elevated Capital Advisors, LLC History No change 40 3 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 03, 2026
Abound Wealth Management History No change 38 3 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 10, 2026
Deane Retirement Strategies, Inc. History No change 25 2 0.0% 0.0% 729 0 0.0% Q3 2026 Oct 08, 2026
Cornerstone Planning Group LLC History No change 24 2 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 29, 2026
Olistico Wealth, LLC History No change 30 2 0.0% 0.0% 731 0 0.0% Q3 2026 Oct 05, 2026
MV CAPITAL MANAGEMENT, INC. History No change 19 1 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 30, 2026
Ascentis Independent Advisors History No change 13 1 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 04, 2026
NFSG Corp History No change 16 1 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 14, 2026
VALLEY WEALTH MANAGERS, INC. History Closed out 0 0 — 0.04% — -6,869 -100.0% Q3 2026 Oct 09, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Oakworth Capital, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Qube Research & Technologies Ltd History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Providence Capital Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
LifeSteps Financial, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Delos Wealth Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Morling Financial Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Westfuller Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Spurstone Advisory Services, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 9 0 — — — 0 0.0% Q2 2026 Aug 17, 2026