iSHARES TRUST - IDV

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 14,500,643 600,761 0.04% 0.04% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 8,538,854 353,764 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 5,612,695 232,533 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,526,887 187,548 0.04% 0.04% 4 0 0.0% Q2 2026 Sep 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 4,022,070 166,634 0.21% 0.21% 5 0 0.0% Q2 2026 Aug 19, 2026
AMERIPRISE FINANCIAL INC History No change 4,020,717 166,019 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,849,528 159,485 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 3,678,911 152,417 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 07, 2026
Bank of New York Mellon Corp History No change 2,851,073 118,119 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 2,485,729 102,984 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 2,195,127 90,944 0.1% 0.1% 11 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,804,394 74,756 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,605,145 66,501 0.06% 0.06% 13 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 1,438,419 59,593 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,300,427 53,876 0.07% 0.07% 15 0 0.0% Q2 2026 Jul 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,297,636 53,761 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 12, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 1,232,000 51,041 2.97% 2.97% 17 0 0.0% Q2 2026 Jul 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,153,819 49,106 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,159,929 48,055 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,115,302 46,307 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 1,041,433 43,145 0.16% 0.16% 21 0 0.0% Q2 2026 Aug 11, 2026
STIFEL FINANCIAL CORP History No change 1,032,039 42,757 0.04% 0.04% 22 0 0.0% Q2 2026 Aug 12, 2026
GDS Wealth Management History No change 965,473 39,999 1.9% 1.9% 23 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 958,642 39,716 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 918,114 38,037 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 906,801 37,568 0.57% 0.57% 26 0 0.0% Q2 2026 Aug 10, 2026
One Capital Management, LLC History No change 828,851 35,275 0.98% 0.98% 27 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 810,468 33,577 0.26% 0.26% 28 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 798,132 33,066 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 778,589 32,256 1.19% 1.19% 30 0 0.0% Q2 2026 Jul 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 758,329 31,417 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 735,821 30,440 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 727,488 30,139 0.33% 0.33% 33 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 721,547 29,897 0.04% 0.04% 34 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 650,724 26,959 0.16% 0.16% 35 0 0.0% Q2 2026 Aug 10, 2026
Janney Montgomery Scott LLC History No change 562,136 23,289 0.05% 0.05% 36 0 0.0% Q2 2026 Aug 05, 2026
Berkshire Money Management, Inc. History No change 551,300 22,840 2.09% 2.09% 37 0 0.0% Q2 2026 Jul 23, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 500,000 21,505 0.77% 0.77% 38 0 0.0% Q2 2026 Jul 23, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 502,117 20,802 0.38% 0.38% 39 0 0.0% Q2 2026 Aug 04, 2026
&PARTNERS History No change 499,347 20,725 0.09% 0.09% 40 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 492,388 20,399 0.04% 0.04% 41 0 0.0% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History No change 475,963 19,719 0.3% 0.3% 42 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 426,275 17,660 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 421,282 17,453 0.8% 0.8% 44 0 0.0% Q2 2026 Jul 23, 2026
Baird Financial Group, Inc. History No change 383,370 15,883 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 12, 2026
Eagle Bluffs Wealth Management LLC History No change 376,612 15,603 5.21% 5.21% 46 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 375,511 15,557 0.08% 0.08% 47 0 0.0% Q2 2026 Aug 13, 2026
Destination Wealth Management History No change 373,763 15,484 0.36% 0.36% 48 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 368,931 15,284 0.38% 0.38% 49 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 348,335 14,431 0.0% 0.0% 50 0 0.0% Q2 2026 Sep 02, 2026
Disciplined Investors, L.L.C. History No change 343,245 14,220 7.11% 7.11% 51 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 335,922 13,917 0.04% 0.04% 52 0 0.0% Q2 2026 Jul 28, 2026
Chicago Wealth Management, Inc. History No change 332,842 13,789 4.89% 4.89% 53 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 327,533 13,569 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 322,886 13,377 0.02% 0.02% 55 0 0.0% Q2 2026 Jul 28, 2026
Meeder Advisory Services, Inc. History No change 322,516 13,361 0.49% 0.49% 56 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 297,112 12,309 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 10, 2026
FAS Wealth Partners, Inc. History No change 294,324 12,193 0.64% 0.64% 58 0 0.0% Q2 2026 Jul 29, 2026
Bangor Savings Bank History Added to 284,103 11,986 0.91% 0.86% 59 +1,093 0.39% Q3 2026 Oct 06, 2026
Linscomb Wealth, Inc. History No change 285,702 11,836 0.51% 0.51% 60 0 0.0% Q2 2026 Jul 31, 2026
Johnson & White Wealth Management, LLC History No change 283,503 11,745 4.39% 4.39% 61 0 0.0% Q2 2026 Jul 16, 2026
Steward Partners Investment Advisory, LLC History No change 279,758 11,590 0.06% 0.06% 62 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 276,976 11,475 0.07% 0.07% 63 0 0.0% Q2 2026 Aug 17, 2026
COWA, LLC History No change 275,470 11,412 2.86% 2.86% 64 0 0.0% Q2 2026 Aug 05, 2026
Lido Advisors, LLC History No change 274,269 11,363 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 07, 2026
Hennion & Walsh Asset Management, Inc. History No change 272,907 11,306 0.32% 0.32% 66 0 0.0% Q2 2026 Jul 08, 2026
Integrated Wealth Concepts LLC History No change 264,299 10,949 0.07% 0.07% 67 0 0.0% Q2 2026 Sep 08, 2026
Capital Advisors Wealth Management, LLC History No change 264,035 10,938 1.28% 1.28% 68 0 0.0% Q2 2026 Jul 23, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 259,436 10,748 2.29% 2.29% 69 0 0.0% Q2 2026 Jul 27, 2026
FRANKLIN RESOURCES INC History No change 254,849 10,558 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 245,488 10,170 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 12, 2026
Enclave Advisors LLC History No change 241,193 9,992 1.26% 1.26% 72 0 0.0% Q2 2026 Jul 14, 2026
Qube Research & Technologies Ltd History No change 239,934 9,940 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Outlook Wealth Advisors, LLC History No change 239,217 9,910 2.14% 2.14% 74 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History No change 232,403 9,628 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
URS Advisory LLC History No change 229,438 9,505 5.29% 5.29% 76 0 0.0% Q2 2026 Jul 27, 2026
CX Institutional History Added to 216,515 9,135 0.25% 0.24% 77 +15,321 7.62% Q3 2026 Oct 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 213,805 8,857 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
Gallagher Fiduciary Advisors, LLC History No change 213,736 8,855 0.29% 0.29% 79 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 207,061 8,579 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
FORTE ASSET MANAGEMENT LLC History No change 196,265 8,131 3.32% 3.32% 81 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 190,313 8,008 0.01% 0.01% 82 0 0.0% Q2 2026 Jul 15, 2026
Angeles Investment Advisors, LLC History No change 187,685 7,775 0.47% 0.47% 83 0 0.0% Q2 2026 Jul 22, 2026
Farther Finance Advisors, LLC History No change 185,937 7,703 0.06% 0.06% 84 0 0.0% Q2 2026 Jul 17, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 184,252 7,633 3.1% 3.1% 85 0 0.0% Q2 2026 Jul 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 182,000 7,540 0.34% 0.34% 86 0 0.0% Q2 2026 Jul 28, 2026
San Luis Wealth Advisors LLC History No change 181,683 7,527 1.13% 1.13% 87 0 0.0% Q2 2026 Jul 16, 2026
Viaable, LLC History No change 177,946 7,320 6.07% 6.07% 88 0 0.0% Q2 2026 Aug 14, 2026
STRATEGY ASSET MANAGERS LLC History No change 175,556 7,273 1.09% 1.09% 89 0 0.0% Q2 2026 Aug 14, 2026
NorthCoast Asset Management LLC History No change 171,034 7,085 0.16% 0.16% 90 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 160,534 6,651 0.02% 0.02% 91 0 0.0% Q2 2026 Jul 27, 2026
Heartwood Wealth Advisors LLC History Added to 151,882 6,407 0.51% 0.49% 92 +641 0.42% Q3 2026 Oct 05, 2026
Ocean Park Asset Management, LLC History No change 153,737 6,369 0.31% 0.31% 93 0 0.0% Q2 2026 Jul 09, 2026
Creative Planning History No change 152,262 6,308 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 150,047 6,216 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 03, 2026
Wealth Management Associates, Inc. History No change 149,439 6,191 1.71% 1.71% 96 0 0.0% Q2 2026 Jul 21, 2026
ARVEST INVESTMENTS, INC. History No change 148,637 6,158 0.74% 0.74% 97 0 0.0% Q2 2026 Jul 17, 2026
J.W. COLE ADVISORS, INC. History No change 146,468 6,068 0.1% 0.1% 98 0 0.0% Q2 2026 Jul 21, 2026
OPPENHEIMER & CO INC History No change 145,965 6,047 0.06% 0.06% 99 0 0.0% Q2 2026 Aug 03, 2026
Beacon Pointe Advisors, LLC History No change 137,395 5,692 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 18, 2026
NWF Advisory Services Inc. History No change 136,811 5,668 0.53% 0.53% 101 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 134,315 5,564 0.12% 0.12% 102 0 0.0% Q2 2026 Jul 28, 2026
SSA SWISS ADVISORS AG History No change 133,117 5,515 2.07% 2.07% 103 0 0.0% Q2 2026 Aug 05, 2026
FLOW TRADERS U.S. LLC History No change 132,987 5,510 0.23% 0.23% 104 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 131,582 5,451 0.02% 0.02% 105 0 0.0% Q2 2026 Jul 27, 2026
TD Waterhouse Canada Inc. History No change 130,180 5,394 0.01% 0.01% 106 0 0.0% Q2 2026 Jul 27, 2026
Prota Financial, LLC History No change 130,379 5,363 3.53% 3.53% 107 0 0.0% Q2 2026 Jul 07, 2026
Sterling Wealth Advisors Inc History No change 126,832 5,254 2.86% 2.86% 108 0 0.0% Q2 2026 Jul 23, 2026
Access Investment Management LLC History No change 126,513 5,241 1.34% 1.34% 109 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 124,295 5,149 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 121,159 5,019 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 119,379 4,945 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 119,250 4,940 0.96% 0.96% 113 0 0.0% Q2 2026 Jul 20, 2026
Gallagher Capital Advisors, LLC History No change 118,608 4,913 2.81% 2.81% 114 0 0.0% Q2 2026 Aug 04, 2026
Snowden Capital Advisors LLC History No change 110,883 4,593 0.11% 0.11% 115 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 106,825 4,544 0.08% 0.08% 116 0 0.0% Q2 2026 Aug 13, 2026
Winthrop Partners - WNY, LLC History No change 107,760 4,464 2.21% 2.21% 117 0 0.0% Q2 2026 Jul 15, 2026
BFI Infinity Ltd. History No change 107,374 4,448 1.32% 1.32% 118 0 0.0% Q2 2026 Jul 10, 2026
HRT FINANCIAL LP History No change 106,220 4,400 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
Operose Advisors LLC History No change 104,975 4,349 0.84% 0.84% 120 0 0.0% Q2 2026 Aug 13, 2026
Simplicity Wealth,LLC History No change 104,812 4,342 0.15% 0.15% 121 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 102,160 4,232 0.06% 0.06% 122 0 0.0% Q2 2026 Aug 12, 2026
Crescent Grove Advisors, LLC History No change 100,992 4,184 0.35% 0.35% 123 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Partners, Inc. History No change 100,536 4,165 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 14, 2026
Thrive Capital Management, LLC History No change 99,061 4,104 0.77% 0.77% 125 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Advisor Solutions, LLC History No change 97,228 4,028 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 96,563 4,000 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 94,875 3,930 0.02% 0.02% 128 0 0.0% Q2 2026 Jul 24, 2026
FIRST AMERICAN TRUST, FSB History No change 93,565 3,876 0.23% 0.23% 129 0 0.0% Q2 2026 Aug 10, 2026
Brady Martz Wealth Solutions, LLC History No change 91,732 3,800 0.57% 0.57% 130 0 0.0% Q2 2026 Jul 23, 2026
Argent Advisors, Inc. History No change 90,426 3,746 0.94% 0.94% 131 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Wealth, LLC History No change 90,371 3,744 0.04% 0.04% 132 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 89,593 3,711 0.08% 0.08% 133 0 0.0% Q2 2026 Jul 29, 2026
Cascade Financial Partners, LLC History No change 87,389 3,620 0.31% 0.31% 134 0 0.0% Q2 2026 Aug 04, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 85,415 3,538 0.56% 0.56% 135 0 0.0% Q2 2026 Jul 24, 2026
COMMERCE BANK History No change 83,205 3,447 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 12, 2026
American Money Management, LLC History No change 82,327 3,410 0.49% 0.49% 137 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 81,555 3,378 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 77,803 3,223 0.06% 0.06% 139 0 0.0% Q2 2026 Aug 14, 2026
NAN FUNG TRINITY (HK) Ltd History No change 77,800 3,223 0.32% 0.32% 140 0 0.0% Q2 2026 Jul 24, 2026
NATIXIS ADVISORS, LLC History No change 77,652 3,217 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 76,680 3,176 0.04% 0.04% 142 0 0.0% Q2 2026 Jul 29, 2026
Astoria Portfolio Advisors LLC. History No change 73,382 3,040 0.51% 0.51% 143 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 73,097 3,028 0.03% 0.03% 144 0 0.0% Q2 2026 Aug 12, 2026
Atwater Malick LLC History No change 71,859 2,977 0.65% 0.65% 145 0 0.0% Q2 2026 Jul 27, 2026
Sterling Financial Planning, Inc. History No change 71,635 2,967 0.81% 0.81% 146 0 0.0% Q2 2026 Aug 11, 2026
PATTEN & PATTEN INC/TN History No change 71,608 2,966 0.16% 0.16% 147 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 70,365 2,915 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 69,989 2,899 0.05% 0.05% 149 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 67,875 2,812 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 67,767 2,807 0.29% 0.29% 151 0 0.0% Q2 2026 Jul 27, 2026
Fifth Third Wealth Advisors LLC History No change 66,689 2,762 0.08% 0.08% 152 0 0.0% Q2 2026 Jul 17, 2026
BANK OF HAWAII History No change 64,959 2,691 0.13% 0.13% 153 0 0.0% Q2 2026 Aug 13, 2026
bLong Financial, LLC History No change 64,746 2,682 1.75% 1.75% 154 0 0.0% Q2 2026 Jul 21, 2026
PARK AVENUE SECURITIES LLC History No change 64,394 2,668 0.02% 0.02% 155 0 0.0% Q2 2026 Jul 20, 2026
Financial Perspectives, Inc History No change 63,096 2,614 0.64% 0.64% 156 0 0.0% Q2 2026 Jul 24, 2026
Waverly Advisors, LLC History No change 63,089 2,613 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 62,694 2,597 0.27% 0.27% 158 0 0.0% Q2 2026 Jul 28, 2026
MAI Capital Management History No change 62,401 2,585 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
Wealth Advisory Solutions, LLC History No change 61,945 2,566 0.53% 0.53% 160 0 0.0% Q2 2026 Jul 24, 2026
IFP Advisors, Inc History No change 61,875 2,563 0.05% 0.05% 161 0 0.0% Q2 2026 Jul 20, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 61,691 2,555 0.13% 0.13% 162 0 0.0% Q2 2026 Jul 31, 2026
Golden State Wealth Management, LLC History No change 61,655 2,554 0.23% 0.23% 163 0 0.0% Q2 2026 Jul 22, 2026
WEDBUSH SECURITIES INC History No change 61,083 2,531 0.07% 0.07% 164 0 0.0% Q2 2026 Jul 28, 2026
Mirae Asset Global Investments Co., Ltd. History No change 61,000 2,527 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 22, 2026
Argyle Capital Partners, LLC History No change 60,423 2,503 1.58% 1.58% 166 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 60,124 2,490 0.03% 0.03% 167 0 0.0% Q2 2026 Aug 10, 2026
SAXON INTERESTS, INC. History No change 59,752 2,475 0.68% 0.68% 168 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 59,530 2,466 0.03% 0.03% 169 0 0.0% Q2 2026 Aug 18, 2026
Cooper Financial Group History No change 58,746 2,433 0.2% 0.2% 170 0 0.0% Q2 2026 Jul 08, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 57,995 2,402 0.04% 0.04% 171 0 0.0% Q2 2026 Jul 14, 2026
Manske Wealth Management History No change 57,609 2,386 0.59% 0.59% 172 0 0.0% Q2 2026 Aug 03, 2026
Midwest Trust Co History No change 56,693 2,348 0.03% 0.03% 173 0 0.0% Q2 2026 Aug 04, 2026
Park Edge Advisors, LLC History No change 56,267 2,331 0.49% 0.49% 174 0 0.0% Q2 2026 Jul 10, 2026
Balentine LLC History No change 55,809 2,312 0.08% 0.08% 175 0 0.0% Q2 2026 Aug 06, 2026
Cornell Pochily Investment Advisors, Inc. History No change 55,501 2,299 0.62% 0.62% 176 0 0.0% Q2 2026 Jul 15, 2026
Sound Stewardship, LLC History No change 54,469 2,256 0.93% 0.93% 177 0 0.0% Q2 2026 Jul 13, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 54,280 2,248 0.35% 0.35% 178 0 0.0% Q2 2026 Aug 06, 2026
180 WEALTH ADVISORS, LLC History No change 54,174 2,244 0.22% 0.22% 179 0 0.0% Q2 2026 Jul 07, 2026
Bluesphere Advisors LLC History No change 53,918 2,233 0.69% 0.69% 180 0 0.0% Q2 2026 Jul 30, 2026
Trajan Wealth LLC History No change 52,137 2,160 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 13, 2026
Quantum Portfolio Management LLC History No change 52,099 2,158 0.78% 0.78% 182 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History No change 51,943 2,151 0.05% 0.05% 183 0 0.0% Q2 2026 Jul 28, 2026
Alteri Wealth LLC History No change 51,156 2,119 0.59% 0.59% 184 0 0.0% Q2 2026 Jul 29, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 51,146 2,118 0.55% 0.55% 185 0 0.0% Q2 2026 Jul 20, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 50,857 2,107 0.13% 0.13% 186 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Group, LLC History No change 50,705 2,100 0.12% 0.12% 187 0 0.0% Q2 2026 Jul 27, 2026
Integras Partners LLC History No change 50,395 2,087 1.15% 1.15% 188 0 0.0% Q2 2026 Jul 24, 2026
Squarepoint Ops LLC History No change 50,013 2,072 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 50,027 2,072 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 05, 2026
Element Wealth, LLC History No change 48,162 1,995 0.75% 0.75% 191 0 0.0% Q2 2026 Aug 14, 2026
Gerald Baker Financial Group LLC History No change 47,702 1,976 0.56% 0.56% 192 0 0.0% Q2 2026 Aug 03, 2026
Ellis Investment Partners, LLC History No change 47,635 1,973 0.3% 0.3% 193 0 0.0% Q2 2026 Aug 05, 2026
Regal Investment Advisors LLC History No change 46,548 1,928 0.1% 0.1% 194 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 45,730 1,894 0.03% 0.03% 195 0 0.0% Q2 2026 Jul 15, 2026
Concord Wealth Partners History No change 45,698 1,893 0.22% 0.22% 196 0 0.0% Q2 2026 Jul 27, 2026
Mission Creek Capital Partners, Inc. History No change 44,881 1,859 0.33% 0.33% 197 0 0.0% Q2 2026 Aug 14, 2026
Petix & Botte Co History No change 44,479 1,842 0.37% 0.37% 198 0 0.0% Q2 2026 Aug 04, 2026
BlueStem Wealth Partners, LLC History No change 44,411 1,839 0.18% 0.18% 199 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 44,120 1,827 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 12, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 43,902 1,818 1.63% 1.63% 201 0 0.0% Q2 2026 Jul 09, 2026
JNBA Financial Advisors History No change 42,817 1,773 0.13% 0.13% 202 0 0.0% Q2 2026 Jul 23, 2026
Composition Wealth, LLC History No change 42,731 1,770 0.02% 0.02% 203 0 0.0% Q2 2026 Jul 22, 2026
NFSG Corp History No change 40,636 1,683 0.21% 0.21% 204 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History No change 40,516 1,678 0.23% 0.23% 205 0 0.0% Q2 2026 Jul 23, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 40,391 1,673 0.23% 0.23% 206 0 0.0% Q2 2026 Aug 12, 2026
Curbstone Financial Management Corp History No change 40,360 1,672 0.28% 0.28% 207 0 0.0% Q2 2026 Jul 14, 2026
Avidian Wealth Enterprises, LLC History No change 40,295 1,669 0.05% 0.05% 208 0 0.0% Q2 2026 Jul 24, 2026
Navis Wealth Advisors, LLC History No change 39,148 1,621 0.61% 0.61% 209 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 39,121 1,620 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 38,690 1,602 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History No change 38,397 1,590 0.03% 0.03% 212 0 0.0% Q2 2026 Jul 31, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 37,790 1,565 0.75% 0.75% 213 0 0.0% Q2 2026 Aug 13, 2026
Stolper Co History No change 37,656 1,560 0.4% 0.4% 214 0 0.0% Q2 2026 Jul 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 36,998 1,554 0.03% 0.03% 215 0 0.0% Q2 2026 Jul 27, 2026
CreativeOne Wealth, LLC History No change 37,243 1,542 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 13, 2026
VICUS CAPITAL History No change 36,745 1,522 0.1% 0.1% 217 0 0.0% Q2 2026 Aug 05, 2026
Fragasso Financial Advisors Inc History No change 36,755 1,522 0.08% 0.08% 218 0 0.0% Q2 2026 Jul 09, 2026
Sunflower Bank, N.A. History No change 36,571 1,515 0.36% 0.36% 219 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 36,548 1,514 0.06% 0.06% 220 0 0.0% Q2 2026 Jul 21, 2026
Rothschild Wealth LLC History No change 36,182 1,499 0.12% 0.12% 221 0 0.0% Q2 2026 Aug 11, 2026
MONETARY MANAGEMENT GROUP INC History No change 36,000 1,491 0.31% 0.31% 222 0 0.0% Q2 2026 Aug 12, 2026
PKS Advisory Services, LLC History No change 35,870 1,486 0.24% 0.24% 223 0 0.0% Q2 2026 Aug 04, 2026
BENJAMIN EDWARDS INC History No change 35,827 1,484 0.01% 0.01% 224 0 0.0% Q2 2026 Jul 24, 2026
Bryn Mawr Trust Advisors, LLC History No change 35,558 1,473 0.06% 0.06% 225 0 0.0% Q2 2026 Aug 03, 2026
PUFF WEALTH MANAGEMENT, LLC History Added to 34,720 1,464 1.38% 1.22% 226 +5,946 20.66% Q3 2026 Oct 07, 2026
Grange Capital, LLC History No change 35,248 1,460 1.35% 1.35% 227 0 0.0% Q2 2026 Jul 28, 2026
EverSource Wealth Advisors, LLC History No change 35,212 1,458 0.05% 0.05% 228 0 0.0% Q2 2026 Jul 24, 2026
Investment Research Partners LLC History No change 34,966 1,448 0.49% 0.49% 229 0 0.0% Q2 2026 Aug 04, 2026
Savant Capital, LLC History No change 34,818 1,445 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 10, 2026
Elite Financial, Inc. History No change 34,845 1,443 0.58% 0.58% 231 0 0.0% Q2 2026 Aug 13, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 34,774 1,440 0.38% 0.38% 232 0 0.0% Q2 2026 Aug 10, 2026
Axis Wealth Partners, LLC History No change 34,550 1,431 0.69% 0.69% 233 0 0.0% Q2 2026 Jul 28, 2026
MOTCO History No change 33,822 1,401 0.12% 0.12% 234 0 0.0% Q2 2026 Jul 31, 2026
HSBC HOLDINGS PLC History No change 33,434 1,383 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 32,388 1,341 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 32,215 1,334 0.01% 0.01% 237 0 0.0% Q2 2026 Jul 27, 2026
INVESTED ADVISORS History No change 32,080 1,329 1.18% 1.18% 238 0 0.0% Q2 2026 Aug 04, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 31,467 1,327 0.27% 0.27% 239 0 0.0% Q3 2026 Oct 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 31,744 1,315 0.04% 0.04% 240 0 0.0% Q2 2026 Aug 10, 2026
Arkos Global Advisors History No change 31,614 1,310 0.16% 0.16% 241 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 31,425 1,301 0.13% 0.13% 242 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 30,744 1,276 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 27, 2026
First PREMIER Bank History No change 30,515 1,264 0.2% 0.2% 244 0 0.0% Q2 2026 Jul 15, 2026
Castle Rock Wealth Management, LLC History No change 30,567 1,257 0.25% 0.25% 245 0 0.0% Q2 2026 Jul 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 30,266 1,253 0.05% 0.05% 246 0 0.0% Q2 2026 Jul 27, 2026
Sagace Wealth Management LLC History No change 30,241 1,252 0.79% 0.79% 247 0 0.0% Q2 2026 Aug 03, 2026
Inman Jager Wealth Management, LLC History No change 30,138 1,248 0.66% 0.66% 248 0 0.0% Q2 2026 Aug 07, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 29,864 1,237 0.1% 0.1% 249 0 0.0% Q2 2026 Jul 16, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 29,633 1,227 0.12% 0.12% 250 0 0.0% Q2 2026 Jul 29, 2026
Eagle Strategies LLC History No change 29,568 1,225 0.12% 0.12% 251 0 0.0% Q2 2026 Jul 21, 2026
DAVENPORT & Co LLC History No change 29,503 1,222 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 13, 2026
Godfrey Financial Associates, Inc. History No change 29,503 1,222 0.94% 0.94% 253 0 0.0% Q2 2026 Aug 11, 2026
Capital Wealth Alliance, LLC History No change 29,136 1,207 0.56% 0.56% 254 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Union Bankshares Corp History No change 28,952 1,199 0.02% 0.02% 255 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 28,732 1,190 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 06, 2026
Belpointe Asset Management LLC History No change 28,609 1,185 0.04% 0.04% 257 0 0.0% Q2 2026 Jul 31, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 28,355 1,174 0.09% 0.09% 258 0 0.0% Q2 2026 Jul 16, 2026
Peregrine Asset Advisers, Inc. History No change 28,302 1,172 0.25% 0.25% 259 0 0.0% Q2 2026 Aug 10, 2026
Index Technologies Group LLC History No change 28,312 1,172 0.94% 0.94% 260 0 0.0% Q2 2026 Aug 14, 2026
WESPAC Advisors, LLC History No change 28,143 1,165 0.57% 0.57% 261 0 0.0% Q2 2026 Aug 10, 2026
Robertson Stephens Wealth Management, LLC History No change 27,930 1,157 0.03% 0.03% 262 0 0.0% Q2 2026 Jul 29, 2026
Yukon Wealth Management, Inc. History No change 27,914 1,156 0.33% 0.33% 263 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 27,763 1,150 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 13, 2026
American Capital Advisory, LLC History No change 27,645 1,145 0.42% 0.42% 265 0 0.0% Q2 2026 Jul 28, 2026
Creekside Partners History No change 27,358 1,133 0.41% 0.41% 266 0 0.0% Q2 2026 Jul 30, 2026
Sovran Advisors, LLC History No change 25,919 1,127 0.08% 0.08% 267 0 0.0% Q2 2026 Jul 29, 2026
BEAM WEALTH ADVISORS, INC. History No change 27,033 1,119 0.25% 0.25% 268 0 0.0% Q2 2026 Jul 29, 2026
PSI Advisors, LLC History No change 26,614 1,102 0.26% 0.26% 269 0 0.0% Q2 2026 Aug 03, 2026
Sowell Financial Services LLC History No change 26,351 1,091 0.04% 0.04% 270 0 0.0% Q2 2026 Jul 17, 2026
Allspring Global Investments Holdings, LLC History No change 26,502 1,090 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 25,669 1,063 0.05% 0.05% 272 0 0.0% Q2 2026 Jul 22, 2026
CAHILL FINANCIAL ADVISORS INC History No change 25,091 1,039 0.1% 0.1% 273 0 0.0% Q2 2026 Aug 11, 2026
Columbia River Financial Group, LLC History No change 24,998 1,035 0.56% 0.56% 274 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 24,830 1,028 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 24,292 1,006 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 28, 2026
Anchor Bay Capital, Inc. History No change 22,657 1,005 0.54% 0.54% 277 0 0.0% Q2 2026 Aug 11, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 23,613 978 0.06% 0.06% 278 0 0.0% Q2 2026 Aug 07, 2026
Quantinno Capital Management LP History No change 23,553 975 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 23,124 958 0.21% 0.21% 280 0 0.0% Q2 2026 Aug 05, 2026
NTV ASSET MANAGEMENT LLC History No change 23,058 955 0.09% 0.09% 281 0 0.0% Q2 2026 Aug 05, 2026
Independent Wealth Network Inc. History No change 23,047 954 0.24% 0.24% 282 0 0.0% Q2 2026 Jul 20, 2026
WealthTrust Axiom LLC History No change 22,804 944 0.21% 0.21% 283 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 22,792 944 0.05% 0.05% 284 0 0.0% Q2 2026 Jul 10, 2026
Stratos Investment Management, LLC History No change 22,756 942 0.03% 0.03% 285 0 0.0% Q2 2026 Aug 11, 2026
Oxinas Partners, LLC History No change 22,568 934 0.37% 0.37% 286 0 0.0% Q2 2026 Jul 14, 2026
Hubbell Strickland Wealth Management, LLC History No change 22,323 924 0.33% 0.33% 287 0 0.0% Q2 2026 Jul 29, 2026
Prime Capital Investment Advisors, LLC History No change 22,212 920 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 05, 2026
Spectrum Planning & Advisory Services Inc. History No change 21,746 900 0.4% 0.4% 289 0 0.0% Q2 2026 Jul 14, 2026
IBEX WEALTH ADVISORS History No change 21,666 897 0.07% 0.07% 290 0 0.0% Q2 2026 Jul 27, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 21,557 893 0.16% 0.16% 291 0 0.0% Q2 2026 Jul 21, 2026
Arax Advisory Partners History No change 21,515 891 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 10, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 21,452 888 0.05% 0.05% 293 0 0.0% Q2 2026 Jul 13, 2026
Summit Financial, LLC History No change 21,297 882 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 12, 2026
1900 WEALTH MANAGEMENT LLC History No change 21,232 879 0.05% 0.05% 295 0 0.0% Q2 2026 Aug 04, 2026
Texas Capital Bank Wealth Management Services Inc History No change 21,055 872 0.05% 0.05% 296 0 0.0% Q2 2026 Aug 07, 2026
LANDAAS & CO /WI /ADV History No change 20,720 858 0.16% 0.16% 297 0 0.0% Q2 2026 Jul 21, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 20,261 839 0.02% 0.02% 298 0 0.0% Q2 2026 Jul 14, 2026
Summa Corp. History No change 20,022 829 0.26% 0.26% 299 0 0.0% Q2 2026 Aug 06, 2026
Asempa Wealth Advisors History No change 20,019 829 0.62% 0.62% 300 0 0.0% Q2 2026 Jul 13, 2026
Hyposwiss Advisors SA History No change 19,935 825 0.78% 0.78% 301 0 0.0% Q2 2026 Jul 21, 2026
Centennial Bank/AR/ History No change 19,867 823 0.26% 0.26% 302 0 0.0% Q2 2026 Aug 10, 2026
DEARBORN PARTNERS LLC History No change 19,282 820 0.04% 0.04% 303 0 0.0% Q2 2026 Aug 13, 2026
Planned Solutions, Inc. History No change 19,703 816 0.23% 0.23% 304 0 0.0% Q2 2026 Jul 13, 2026
Valmark Advisers, Inc. History No change 19,352 801 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 06, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 19,229 796 0.13% 0.13% 306 0 0.0% Q2 2026 Jul 21, 2026
KOM Wealth Management Group, LLC History No change 19,197 795 0.48% 0.48% 307 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Retirement, LLC History No change 19,164 793 0.04% 0.04% 308 0 0.0% Q2 2026 Aug 12, 2026
Fort Sheridan Advisors LLC History No change 18,832 780 0.08% 0.08% 309 0 0.0% Q2 2026 Aug 05, 2026
Dorsey & Whitney Trust CO LLC History No change 18,368 760 0.04% 0.04% 310 0 0.0% Q2 2026 Aug 14, 2026
Tactive Advisors, LLC History No change 18,358 760 0.19% 0.19% 311 0 0.0% Q2 2026 Jul 08, 2026
Compound Planning, Inc. History No change 17,850 739 0.02% 0.02% 312 0 0.0% Q2 2026 Aug 04, 2026
GTS SECURITIES LLC History No change 17,727 734 0.02% 0.02% 313 0 0.0% Q2 2026 Aug 14, 2026
Investmark Advisory Group LLC History No change 17,640 730 0.28% 0.28% 314 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 17,501 725 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
Fusion Family Wealth, LLC History No change 17,498 724 0.05% 0.05% 316 0 0.0% Q2 2026 Aug 07, 2026
AlTi Global, Inc. History No change 16,976 703 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 05, 2026
First Citizens Financial Corp History Reduced 16,581 699 0.29% 0.3% 318 -500 -2.93% Q3 2026 Oct 02, 2026
Advisors Preferred, LLC History No change 16,661 696 0.11% 0.11% 319 0 0.0% Q2 2026 Aug 11, 2026
Lakeridge Wealth Management LLC History No change 16,613 688 0.25% 0.25% 320 0 0.0% Q2 2026 Jul 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 16,385 678 0.18% 0.18% 321 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 16,158 669 0.0% 0.0% 322 0 0.0% Q2 2026 Jul 20, 2026
Modern Wealth Management, LLC History No change 16,063 665 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 13, 2026
Intentional Wealth Strategies, LLC History No change 16,073 665 0.62% 0.62% 324 0 0.0% Q2 2026 Jul 28, 2026
Auour Investments LLC History No change 15,726 651 0.19% 0.19% 325 0 0.0% Q2 2026 Jul 21, 2026
CIBC WORLD MARKET INC. History No change 15,572 645 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 15,510 643 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 14, 2026
CHEMUNG CANAL TRUST CO History No change 15,481 641 0.12% 0.12% 328 0 0.0% Q2 2026 Jul 15, 2026
Ironwood Financial, llc History No change 15,143 638 0.1% 0.1% 329 0 0.0% Q2 2026 Jul 17, 2026
Diversify Advisory Services, LLC History No change 14,731 637 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 14,731 637 0.01% 0.01% 331 0 0.0% Q2 2026 Jul 29, 2026
Beacon Bank & Trust History No change 15,071 624 0.12% 0.12% 332 0 0.0% Q2 2026 Aug 03, 2026
WINNACLE WEALTH LLC History No change 14,925 618 0.42% 0.42% 333 0 0.0% Q2 2026 Jul 21, 2026
NorthRock Partners, LLC History No change 14,846 615 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 11, 2026
Michels Family Financial, LLC History No change 14,724 610 0.39% 0.39% 335 0 0.0% Q2 2026 Aug 14, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 14,523 601 0.15% 0.15% 336 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 14,501 600 0.01% 0.01% 337 0 0.0% Q2 2026 Jul 15, 2026
Frederick Financial Consultants, LLC History No change 14,474 599 0.25% 0.25% 338 0 0.0% Q2 2026 Aug 14, 2026
Noble Family Wealth, LLC History No change 14,248 590 0.11% 0.11% 339 0 0.0% Q2 2026 Aug 04, 2026
Sound View Wealth Advisors Group, LLC History No change 14,227 589 0.04% 0.04% 340 0 0.0% Q2 2026 Aug 11, 2026
MONECO ADVISORS, LLC History No change 14,059 582 0.04% 0.04% 341 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 13,995 579 0.02% 0.02% 342 0 0.0% Q2 2026 Jul 23, 2026
Aureum Wealth Management, LLC History No change 13,876 574 0.36% 0.36% 343 0 0.0% Q2 2026 Jul 22, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 13,812 572 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 14, 2026
Van Hulzen Asset Management, LLC History No change 13,826 572 0.04% 0.04% 345 0 0.0% Q2 2026 Aug 13, 2026
ASPIRIANT, LLC History No change 13,755 569 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 20, 2026
Security National Bank History No change 13,697 567 0.07% 0.07% 347 0 0.0% Q2 2026 Jul 15, 2026
Integris Wealth Management, LLC History No change 13,541 561 0.11% 0.11% 348 0 0.0% Q2 2026 Jul 10, 2026
Daiwa Securities Group Inc. History No change 13,475 558 0.0% 0.0% 349 0 0.0% Q2 2026 Jul 31, 2026
Global Retirement Partners, LLC History No change 13,408 555 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 13,376 554 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 13,271 549 0.12% 0.12% 352 0 0.0% Q2 2026 Sep 02, 2026
New Republic Capital, LLC History No change 13,258 549 0.13% 0.13% 353 0 0.0% Q2 2026 Jul 31, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 13,095 542 0.03% 0.03% 354 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 13,101 542 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 11, 2026
Advyzon Investment Management, LLC History No change 13,049 540 0.04% 0.04% 356 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 12,980 537 0.01% 0.01% 357 0 0.0% Q2 2026 Jul 15, 2026
TWO SIGMA SECURITIES, LLC History No change 12,957 536 0.05% 0.05% 358 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 12,951 536 0.03% 0.03% 359 0 0.0% Q2 2026 Jul 27, 2026
Horizon Family Wealth, Inc. History No change 12,944 536 0.24% 0.24% 360 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 12,851 532 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 06, 2026
BlackRock, Inc. History No change 12,780 529 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 07, 2026
Gladstone Institutional Advisory LLC History No change 12,669 524 0.02% 0.02% 363 0 0.0% Q2 2026 Jul 27, 2026
Mechanics Bank Trust Department History No change 12,600 522 0.06% 0.06% 364 0 0.0% Q2 2026 Jul 07, 2026
Keystone Financial Group History No change 12,515 518 0.03% 0.03% 365 0 0.0% Q2 2026 Jul 29, 2026
Bleakley Financial Group, LLC History No change 12,362 512 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 05, 2026
TFC Financial Management, Inc. History No change 12,280 508 0.06% 0.06% 367 0 0.0% Q2 2026 Jul 23, 2026
Fiduciary Group, LLC History No change 12,081 500 0.04% 0.04% 368 0 0.0% Q2 2026 Aug 10, 2026
Trivium Point Advisory, LLC History No change 12,085 500 0.05% 0.05% 369 0 0.0% Q2 2026 Aug 06, 2026
SeaCrest Wealth Management, LLC History No change 12,004 497 0.06% 0.06% 370 0 0.0% Q2 2026 Jul 09, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 11,881 492 0.01% 0.01% 371 0 0.0% Q2 2026 Jul 31, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 11,847 490 0.02% 0.02% 372 0 0.0% Q2 2026 Jul 23, 2026
Hilltop Holdings Inc. History No change 11,844 490 0.04% 0.04% 373 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 11,831 490 0.01% 0.01% 374 0 0.0% Q2 2026 Jul 28, 2026
First Financial Group Corp History No change 11,842 490 0.35% 0.35% 375 0 0.0% Q2 2026 Jul 15, 2026
Haverford Trust Co History No change 11,640 482 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 12, 2026
Sankala Group LLC History No change 10,674 476 0.32% 0.32% 377 0 0.0% Q2 2026 Aug 18, 2026
Cherry Tree Wealth Management, LLC History No change 11,425 473 0.09% 0.09% 378 0 0.0% Q2 2026 Sep 15, 2026
Turning Point Benefit Group, Inc. History No change 11,280 466 0.2% 0.2% 379 0 0.0% Q2 2026 Jul 23, 2026
Mezzasalma Advisors, LLC History No change 11,048 457 0.09% 0.09% 380 0 0.0% Q2 2026 Aug 10, 2026
Tranquilli Financial Advisor LLC History No change 11,012 456 0.25% 0.25% 381 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY TRUST CO History No change 10,992 455 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 13, 2026
SWS Partners History No change 10,794 447 0.1% 0.1% 383 0 0.0% Q2 2026 Aug 03, 2026
ELLERSON GROUP INC /ADV History No change 10,776 446 0.26% 0.26% 384 0 0.0% Q2 2026 Jul 31, 2026
SWEENEY & MICHEL, LLC History No change 9,940 443 0.12% 0.12% 385 0 0.0% Q2 2026 Aug 10, 2026
Oregon Pacific Wealth Management, LLC History No change 10,702 443 0.42% 0.42% 386 0 0.0% Q2 2026 Jul 22, 2026
Envestnet Portfolio Solutions, Inc. History No change 10,665 441 0.0% 0.0% 387 0 0.0% Q2 2026 Sep 23, 2026
PARK NATIONAL CORP /OH/ History Reduced 10,433 440 0.01% 0.02% 388 -3,420 -24.69% Q3 2026 Oct 05, 2026
XY Planning Network, Inc. History No change 10,456 433 0.05% 0.05% 389 0 0.0% Q2 2026 Jul 14, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 10,388 430 0.15% 0.15% 390 0 0.0% Q2 2026 Jul 22, 2026
Patten Group, Inc. History No change 10,375 429 0.07% 0.07% 391 0 0.0% Q2 2026 Aug 06, 2026
TCI Wealth Advisors, Inc. History No change 10,304 426 0.02% 0.02% 392 0 0.0% Q2 2026 Jul 29, 2026
Platform Technology Partners History No change 10,290 426 0.07% 0.07% 393 0 0.0% Q2 2026 Jul 24, 2026
Beta Wealth Group, Inc. History No change 10,172 421 0.16% 0.16% 394 0 0.0% Q2 2026 Jul 24, 2026
Annex Advisory Services, LLC History No change 10,143 420 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 10, 2026
Avail Investment Partners, LLC History No change 10,156 420 0.32% 0.32% 396 0 0.0% Q2 2026 Jul 31, 2026
FIRST MERCHANTS CORP History No change 10,080 417 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 15, 2026
BARRETT & COMPANY, INC. History No change 10,041 415 0.12% 0.12% 398 0 0.0% Q2 2026 Jul 24, 2026
SteelPeak Wealth, LLC History No change 10,004 414 0.01% 0.01% 399 0 0.0% Q2 2026 Jul 13, 2026
Latitude Advisors, LLC History No change 9,956 412 0.16% 0.16% 400 0 0.0% Q2 2026 Jul 27, 2026
Indivisible Partners History No change 9,939 411 0.02% 0.02% 401 0 0.0% Q2 2026 Aug 04, 2026
Welch Group, LLC History No change 9,906 410 0.01% 0.01% 402 0 0.0% Q2 2026 Jul 23, 2026
Forum Finance Group S.A. History No change 12,160 407 0.15% 0.15% 403 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 9,657 406 0.0% 0.0% 404 0 0.0% Q2 2026 Jul 27, 2026
Oakmont Advisory Group, LLC History No change 9,809 406 0.34% 0.34% 405 0 0.0% Q2 2026 Aug 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 9,710 402 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 07, 2026
Perigon Wealth Management, LLC History No change 9,677 400 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 07, 2026
Summit Wealth Partners, LLC History No change 9,665 400 0.06% 0.06% 408 0 0.0% Q2 2026 Aug 03, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 9,640 399 0.01% 0.01% 409 0 0.0% Q2 2026 Jul 15, 2026
HC Advisors, LLC History No change 9,600 397 0.24% 0.24% 410 0 0.0% Q2 2026 Aug 07, 2026
Fairfield Financial Advisors, LTD History No change 9,492 393 0.15% 0.15% 411 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 9,373 388 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 12, 2026
Community Bank & Trust, Waco, Texas History No change 9,356 388 0.07% 0.07% 413 0 0.0% Q2 2026 Aug 04, 2026
Badgley Phelps Wealth Managers, LLC History No change 9,387 388 0.01% 0.01% 414 0 0.0% Q2 2026 Jul 31, 2026
Per Stirling Capital Management, LLC. History No change 9,109 377 0.04% 0.04% 415 0 0.0% Q2 2026 Aug 14, 2026
Heirloom Wealth Management History No change 9,083 376 0.05% 0.05% 416 0 0.0% Q2 2026 Aug 03, 2026
HUB Investment Partners, LLC History No change 8,919 369 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 31, 2026
Capital Advantage, Inc. History No change 8,677 359 0.04% 0.04% 418 0 0.0% Q2 2026 Jul 13, 2026
EFG International AG History No change 8,655 358 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 14, 2026
LWM Advisory Services, LLC History No change 8,503 352 0.63% 0.63% 420 0 0.0% Q2 2026 Aug 03, 2026
Magnus Financial Group LLC History No change 8,383 347 0.02% 0.02% 421 0 0.0% Q2 2026 Jul 09, 2026
Chicago Partners Investment Group LLC History No change 7,991 344 0.01% 0.01% 422 0 0.0% Q2 2026 Jul 29, 2026
TMB Capital Partners, LLC History No change 8,249 341 0.11% 0.11% 423 0 0.0% Q2 2026 Jul 24, 2026
Inspire Advisors, LLC History No change 8,180 338 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 13, 2026
PCM Encore, LLC History No change 8,160 338 0.06% 0.06% 425 0 0.0% Q2 2026 Aug 11, 2026
Rockwood Wealth Management, LLC History No change 8,153 337 0.02% 0.02% 426 0 0.0% Q2 2026 Jul 13, 2026
XTX Topco Ltd History No change 8,096 335 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 8,105 335 0.03% 0.03% 428 0 0.0% Q2 2026 Aug 06, 2026
Vestmark Advisory Solutions, Inc. History No change 8,029 332 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 8,029 332 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 12, 2026
Atlas Private Wealth Advisors History No change 8,000 331 0.07% 0.07% 431 0 0.0% Q2 2026 Jul 27, 2026
Plan A Wealth LLC History No change 7,990 331 0.14% 0.14% 432 0 0.0% Q2 2026 Jul 14, 2026
WEBSTER BANK, N. A. History No change 7,821 324 0.03% 0.03% 433 0 0.0% Q2 2026 Jul 20, 2026
United Advisor Group, LLC History No change 7,798 323 0.03% 0.03% 434 0 0.0% Q2 2026 Jul 29, 2026
Western Wealth Management, LLC History No change 7,741 320 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 7,698 319 0.03% 0.03% 436 0 0.0% Q2 2026 Jul 16, 2026
Cresset Asset Management, LLC History No change 7,677 318 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 14, 2026
Prepared Retirement Institute LLC History No change 7,658 317 0.13% 0.13% 438 0 0.0% Q2 2026 Aug 10, 2026
KINTRA WEALTH, LLC History No change 7,120 316 0.02% 0.02% 439 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 7,636 316 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 13, 2026
PINNACLE ASSOCIATES LTD History No change 7,512 311 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 03, 2026
AE Wealth Management LLC History No change 7,391 306 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 03, 2026
Hamilton Wealth, LLC History No change 7,352 304 0.06% 0.06% 443 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History No change 7,264 301 0.02% 0.02% 444 0 0.0% Q2 2026 Jul 14, 2026
Onyx Bridge Wealth Group LLC History No change 7,159 296 0.03% 0.03% 445 0 0.0% Q2 2026 Jul 23, 2026
StoneX Group Inc. History No change 7,108 294 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 12, 2026
Rossmore Private Capital History No change 7,100 294 0.02% 0.02% 447 0 0.0% Q2 2026 Jul 31, 2026
WELLINGTON-ALTUS USA INC. History No change 6,870 292 0.21% 0.21% 448 0 0.0% Q2 2026 Sep 17, 2026
PRIVATE TRUST CO NA History No change 7,043 291 0.02% 0.02% 449 0 0.0% Q2 2026 Jul 28, 2026
Symmetry Partners, LLC History No change 7,046 291 0.01% 0.01% 450 0 0.0% Q2 2026 Jul 23, 2026
Apollon Wealth Management, LLC History No change 7,038 291 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 22, 2026
Chemistry Wealth Management LLC History No change 7,018 290 0.05% 0.05% 452 0 0.0% Q2 2026 Jul 09, 2026
Broyhill Asset Management, LLC History No change 7,000 290 0.26% 0.26% 453 0 0.0% Q2 2026 Aug 04, 2026
Millington Financial Advisors, LLC History No change 6,700 288 0.11% 0.11% 454 0 0.0% Q2 2026 Aug 07, 2026
Caprock Group, LLC History No change 6,944 287 0.01% 0.01% 455 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 6,887 285 0.01% 0.01% 456 0 0.0% Q2 2026 Jul 15, 2026
Vernal Point Advisors, LLC History No change 6,845 283 0.1% 0.1% 457 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 6,752 279 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 13, 2026
Elyxium Wealth, LLC History No change 6,715 278 0.03% 0.03% 459 0 0.0% Q2 2026 Aug 03, 2026
Retirement Planning Co of New England, Inc. History No change 6,677 276 0.1% 0.1% 460 0 0.0% Q2 2026 Jul 30, 2026
Genesee Capital Advisors, LLC History No change 6,626 274 0.09% 0.09% 461 0 0.0% Q2 2026 Aug 06, 2026
MFA Wealth Services History No change 6,537 270 0.16% 0.16% 462 0 0.0% Q2 2026 Jul 21, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 6,467 267 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 05, 2026
HHM Wealth Advisors, LLC History No change 6,443 266 0.03% 0.03% 464 0 0.0% Q2 2026 Jul 13, 2026
Gradient Investments LLC History No change 6,404 265 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 08, 2026
OneAscent Financial Services LLC History No change 6,408 265 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 11, 2026
Mayflower Financial Advisors, LLC History No change 6,410 265 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 09, 2026
OBSIDIAN CIO, LLC History No change 6,337 262 0.19% 0.19% 468 0 0.0% Q2 2026 Aug 03, 2026
Abundance Wealth Counselors History No change 6,278 260 0.02% 0.02% 469 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 6,249 258 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 6,155 255 0.01% 0.01% 471 0 0.0% Q2 2026 Jul 20, 2026
TRUE Private Wealth Advisors History No change 6,119 253 0.02% 0.02% 472 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Private Wealth, LLC History No change 6,070 251 0.15% 0.15% 473 0 0.0% Q2 2026 Aug 11, 2026
Accredited Investors Inc. History No change 5,989 248 0.01% 0.01% 474 0 0.0% Q2 2026 Jul 21, 2026
Revolve Wealth Partners, LLC History No change 5,990 248 0.03% 0.03% 475 0 0.0% Q2 2026 Jul 09, 2026
OneAscent Family Office, LLC History No change 6,000 248 0.13% 0.13% 476 0 0.0% Q2 2026 Aug 11, 2026
Christensen, King & Associates Investment Services, Inc. History No change 5,982 247 0.1% 0.1% 477 0 0.0% Q2 2026 Jul 14, 2026
Wealthcare Advisory Partners LLC History No change 5,940 246 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 09, 2026
Stratos Wealth Advisors, LLC History No change 5,958 246 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 11, 2026
Townsend & Associates, Inc History No change 5,655 241 0.02% 0.02% 480 0 0.0% Q2 2026 Jul 22, 2026
HB Wealth Management, LLC History No change 5,794 240 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 29, 2026
Guardian Partners Inc. History No change 5,740 237 0.02% 0.02% 482 0 0.0% Q2 2026 Jul 29, 2026
BOS Asset Management, LLC History No change 5,705 236 0.05% 0.05% 483 0 0.0% Q2 2026 Jul 13, 2026
Tanglewood Wealth Management, Inc. History No change 5,550 229 0.02% 0.02% 484 0 0.0% Q2 2026 Jul 27, 2026
Sharp Wealth Advisory, LLC History No change 5,500 227 0.11% 0.11% 485 0 0.0% Q2 2026 Jul 24, 2026
CHOREO, LLC History No change 5,461 226 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 04, 2026
Essex Bank History No change 5,463 226 0.05% 0.05% 487 0 0.0% Q2 2026 Jul 23, 2026
EP Wealth Advisors, LLC History No change 5,454 225 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 11, 2026
OLD NATIONAL BANCORP /IN/ History No change 5,353 221 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 15, 2026
Radnor Capital Management, LLC History No change 5,315 220 0.03% 0.03% 490 0 0.0% Q2 2026 Jul 16, 2026
GSG Advisors LLC History No change 5,329 220 0.05% 0.05% 491 0 0.0% Q2 2026 Aug 13, 2026
Lodestone Wealth Management LLC History No change 5,303 219 0.08% 0.08% 492 0 0.0% Q2 2026 Jul 23, 2026
UNIQUE WEALTH, LLC History No change 5,251 217 0.03% 0.03% 493 0 0.0% Q2 2026 Jul 21, 2026
WESBANCO BANK INC History No change 5,235 216 0.01% 0.01% 494 0 0.0% Q2 2026 Jul 28, 2026
Powers Advisory Group, LLC History No change 5,164 213 0.07% 0.07% 495 0 0.0% Q2 2026 Jul 31, 2026
Mendel Capital Management LLC History No change 5,113 211 0.09% 0.09% 496 0 0.0% Q2 2026 Jul 21, 2026
SHP Wealth Management History No change 5,070 210 0.01% 0.01% 497 0 0.0% Q2 2026 Aug 11, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 5,063 209 0.11% 0.11% 498 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 5,029 208 0.01% 0.01% 499 0 0.0% Q2 2026 Aug 05, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 5,015 207 0.02% 0.02% 500 0 0.0% Q2 2026 Jul 22, 2026
Aventura Private Wealth, LLC History No change 5,000 207 0.06% 0.06% 501 0 0.0% Q2 2026 Jul 15, 2026
RWA WEALTH PARTNERS, LLC History No change 4,963 205 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 07, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 4,942 204 0.03% 0.03% 503 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 4,890 202 0.01% 0.01% 504 0 0.0% Q2 2026 Jul 23, 2026
Kovack Advisors, Inc. History No change 4,931 202 0.01% 0.01% 505 0 0.0% Q2 2026 Jul 28, 2026
Thompson David Blair History No change 4,883 202 0.1% 0.1% 506 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 4,864 201 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 29, 2026
Financial Partners Group, Inc History No change 4,852 201 0.02% 0.02% 508 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 4,828 200 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 13, 2026
Etesian Wealth Advisors, Inc. History No change 4,828 200 0.06% 0.06% 510 0 0.0% Q2 2026 Jul 23, 2026
Geneos Wealth Management Inc. History No change 4,698 194 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 06, 2026
BALLAST ADVISORS LLC History No change 4,567 189 0.05% 0.05% 512 0 0.0% Q2 2026 Aug 12, 2026
Cape Investment Advisory, Inc. History No change 4,179 173 0.05% 0.05% 513 0 0.0% Q2 2026 Jul 23, 2026
Crews Bank & Trust History No change 4,185 173 0.02% 0.02% 514 0 0.0% Q2 2026 Jul 16, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,188 172 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 22, 2026
City State Bank History No change 4,114 170 0.04% 0.04% 516 0 0.0% Q2 2026 Jul 14, 2026
Triumph Capital Management History No change 3,968 164 0.03% 0.03% 517 0 0.0% Q2 2026 Jul 20, 2026
Clearstead Trust, LLC History No change 3,846 159 0.02% 0.02% 518 0 0.0% Q2 2026 Aug 06, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 3,769 156 0.01% 0.01% 519 0 0.0% Q2 2026 Jul 08, 2026
Front Row Advisors LLC History No change 3,349 148 0.04% 0.04% 520 0 0.0% Q2 2026 Aug 13, 2026
Owl Creek Wealth Partners LLC History No change 3,527 146 0.04% 0.04% 521 0 0.0% Q2 2026 Jul 20, 2026
10Elms LLP History No change 3,500 145 0.06% 0.06% 522 0 0.0% Q2 2026 Aug 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 3,486 144 0.01% 0.01% 523 0 0.0% Q2 2026 Jul 21, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 3,344 138 0.06% 0.06% 524 0 0.0% Q2 2026 Jul 13, 2026
Anchor Investment Management, LLC History No change 3,308 137 0.01% 0.01% 525 0 0.0% Q2 2026 Sep 15, 2026
First Command Advisory Services, Inc. History No change 3,286 136 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 10, 2026
Plante Moran Financial Advisors, LLC History No change 3,238 134 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 06, 2026
BARCLAYS PLC History No change 3,200 132 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 14, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 3,165 131 0.05% 0.05% 529 0 0.0% Q2 2026 Sep 18, 2026
Founders Financial Alliance, LLC History No change 3,172 131 0.02% 0.02% 530 0 0.0% Q2 2026 Aug 04, 2026
CoreCap Advisors, LLC History No change 3,113 128 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 3,000 124 0.09% 0.09% 532 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 2,776 115 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 13, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 2,759 114 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 13, 2026
SOA Wealth Advisors, LLC. History No change 69,782 112 0.02% 0.02% 535 0 0.0% Q2 2026 Jul 21, 2026
WOLFF WIESE MAGANA LLC History No change 2,650 109 0.05% 0.05% 536 0 0.0% Q2 2026 Jul 13, 2026
SYM FINANCIAL Corp History No change 2,595 107 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 04, 2026
Measured Wealth Private Client Group, LLC History No change 2,591 107 0.03% 0.03% 538 0 0.0% Q2 2026 Aug 10, 2026
Intesa Sanpaolo Wealth Management History No change 2,500 103 0.02% 0.02% 539 0 0.0% Q2 2026 Jul 23, 2026
Align Financial, LLC History No change 2,423 100 0.05% 0.05% 540 0 0.0% Q2 2026 Jul 27, 2026
Colonial Trust Co / SC History No change 2,408 99 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 11, 2026
RMG Wealth Management LLC History No change 2,210 97 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 13, 2026
Centerpoint Advisors, LLC History No change 2,298 95 0.03% 0.03% 543 0 0.0% Q2 2026 Aug 05, 2026
GLENMEDE TRUST CO NA History No change 2,172 89 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 2,115 87 0.05% 0.05% 545 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 2,005 83 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL CONSULATE, INC History No change 1,966 81 0.01% 0.01% 547 0 0.0% Q2 2026 Jul 23, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,925 79 0.01% 0.01% 548 0 0.0% Q2 2026 Jul 21, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 1,904 78 0.02% 0.02% 549 0 0.0% Q2 2026 Jul 29, 2026
Colonial Trust Advisors History No change 1,900 78 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 11, 2026
Strategic Wealth Partners, Ltd. History No change 1,899 78 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 12, 2026
United Community Bank History No change 1,884 78 0.02% 0.02% 552 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 1,880 77 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 05, 2026
Bogart Wealth, LLC History No change 1,816 75 0.0% 0.0% 554 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 1,680 69 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History No change 1,660 68 0.0% 0.0% 556 0 0.0% Q2 2026 Jul 07, 2026
BESSEMER GROUP INC History No change 1,623 67 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 12, 2026
Hurley Capital, LLC History No change 1,500 62 0.03% 0.03% 558 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History No change 1,489 62 0.01% 0.01% 559 0 0.0% Q3 2026 Oct 01, 2026
Hilton Head Capital Partners, LLC History No change 1,457 60 0.03% 0.03% 560 0 0.0% Q2 2026 Jul 27, 2026
TORONTO DOMINION BANK History No change 1,403 58 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 1,405 58 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 07, 2026
Vanguard National Trust Co History No change 1,400 58 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 13, 2026
Sunrise Financial Services, LLC History No change 1,395 57 0.03% 0.03% 564 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 1,367 56 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 1,270 52 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
DHJJ Financial Advisors, Ltd. History No change 1,215 50 0.01% 0.01% 567 0 0.0% Q2 2026 Jul 24, 2026
Rossby Financial, LCC History No change 1,184 49 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 04, 2026
Bravera Wealth History No change 1,166 48 0.02% 0.02% 569 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 1,097 45 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 03, 2026
North Star Investment Management Corp. History No change 1,075 44 0.0% 0.0% 571 0 0.0% Q2 2026 Jul 28, 2026
Register Financial Advisors LLC History No change 1,058 43 0.01% 0.01% 572 0 0.0% Q2 2026 Jul 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,035 42 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 31, 2026
Mascoma Wealth Management LLC History No change 1,035 42 0.01% 0.01% 574 0 0.0% Q2 2026 Jul 24, 2026
Windsor Advisory Group, LLC History No change 1,014 42 0.03% 0.03% 575 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 945 39 0.01% 0.01% 576 0 0.0% Q2 2026 Jul 27, 2026
Rosenberg Matthew Hamilton History New 911 38 0.01% — 577 +911 New Q3 2026 Oct 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 888 37 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 855 35 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 30, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 834 34 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 27, 2026
Stone House Investment Management, LLC History No change 780 32 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 05, 2026
Realta Investment Advisors History No change 775 32 0.01% 0.01% 582 0 0.0% Q2 2026 Jul 20, 2026
Strive Financial Group ,LLC History No change 795 32 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY ADVISORS, INC. History No change 714 29 0.02% 0.02% 584 0 0.0% Q2 2026 Jul 24, 2026
Beaird Harris Wealth Management, LLC History No change 699 28 0.0% 0.0% 585 0 0.0% Q2 2026 Jul 08, 2026
Glassy Mountain Advisors, Inc. History No change 660 27 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 31, 2026
Provenance Wealth Advisors, LLC History No change 665 27 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 24, 2026
Avalon Trust Co History No change 650 26 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 618 26 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History No change 600 24 0.0% 0.0% 590 0 0.0% Q2 2026 Jul 21, 2026
Lloyd Advisory Services, LLC. History No change 563 23 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 535 22 0.0% 0.0% 592 0 0.0% Q2 2026 Sep 04, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 512 21 0.01% 0.01% 593 0 0.0% Q2 2026 Jul 21, 2026
AMERIFLEX GROUP, INC. History No change 508 21 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds Capital Management, LLC History No change 500 20 0.0% 0.0% 595 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Bancorp, Inc. History No change 500 20 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 28, 2026
Institute for Wealth Management, LLC. History No change 439 18 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 28, 2026
CVA Family Office, LLC History No change 457 18 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 07, 2026
Physician Wealth Advisors, Inc. History No change 423 17 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 362 14 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 07, 2026
Mosley Wealth Management History No change 345 14 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 23, 2026
LOM Asset Management Ltd History No change 337 13 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 04, 2026
Robinswood Financial LLC History No change 321 13 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 14, 2026
VANGUARD ADVISERS INC History No change 294 12 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 280 11 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 08, 2026
VIMA LLC History No change 280 11 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 24, 2026
Vision Retirement, LLC History No change 274 11 0.0% 0.0% 607 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 236 9 0.0% 0.0% 608 0 0.0% Q2 2026 Jul 23, 2026
Capital Analysts, LLC History No change 217 9 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 218 9 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 14, 2026
Kozak & Associates, Inc. History No change 237 9 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 02, 2026
Meramec Financial Planners, LLC History No change 230 9 0.0% 0.0% 612 0 0.0% Q2 2026 Jul 28, 2026
NBT BANK, N.A. History No change 208 8 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 29, 2026
Abound Wealth Management History No change 198 8 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 10, 2026
Smartleaf Asset Management LLC History No change 194 8 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 187 7 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 16, 2026
LANARK FINANCIAL, INC. History No change 190 7 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 21, 2026
TSFG, LLC History No change 163 7 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 180 7 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 24, 2026
HOWE & RUSLING INC History No change 141 5 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 10, 2026
Main Street Group, LTD History No change 110 4 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 13, 2026
LifeSteps Financial, Inc. History No change 90 3 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 17, 2026
Davis Capital Management History No change 52 2 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 16, 2026
Bell Investment Advisors, Inc History No change 65 2 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 06, 2026
Go Invest LLC History No change 68 2 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 05, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 44 1 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 03, 2026
Crewe Advisors LLC History No change 36 1 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 23, 2026
TUCKER ASSET MANAGEMENT LLC History No change 43 1 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 27, 2026
Ancora Advisors LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Signature Resources Capital Management, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Arlington Trust Co LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Fourth Dimension Wealth, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026