iSHARES TRUST - IEF

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
Fisher Asset Management, LLC History No change 160,964,153 15,222,380 4.53% 4.53% 1 0 0.0% Q2 2026 Aug 04, 2026
JPMORGAN CHASE & CO History No change 34,258,086 3,256,573 0.18% 0.18% 2 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 24,180,402 2,286,740 0.1% 0.1% 3 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 21,307,333 2,015,034 0.13% 0.13% 4 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 18,527,894 1,780,927 0.36% 0.36% 5 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 15,382,662 1,454,684 0.34% 0.34% 6 0 0.0% Q2 2026 Sep 23, 2026
MORGAN STANLEY History No change 14,392,916 1,361,138 0.07% 0.07% 7 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 11,956,192 1,130,697 0.09% 0.09% 8 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 8,734,310 826,003 0.41% 0.41% 9 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 7,544,180 713,453 0.19% 0.19% 10 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 7,239,129 684,604 7.17% 7.17% 11 0 0.0% Q2 2026 Jul 21, 2026
UBS Group AG History No change 6,692,110 632,872 0.08% 0.08% 12 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 6,108,454 577,676 0.13% 0.13% 13 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 5,768,269 545,505 0.83% 0.83% 14 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 5,068,013 479,282 0.26% 0.26% 15 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 4,325,520 409,064 0.13% 0.13% 16 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 3,934,105 372,048 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 3,917,957 370,521 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 07, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 3,325,316 315,887 0.82% 0.82% 19 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 3,204,490 303,048 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,732,339 258,397 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 2,666,597 252,180 0.35% 0.35% 22 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 2,512,956 237,650 4.47% 4.47% 23 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 2,284,765 216,070 0.07% 0.07% 24 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 2,065,753 197,155 0.07% 0.07% 25 0 0.0% Q2 2026 Aug 14, 2026
PEAVINE CAPITAL, LLC History No change 1,982,121 187,449 39.75% 39.75% 26 0 0.0% Q2 2026 Jul 22, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 1,843,045 174,296 16.54% 16.54% 27 0 0.0% Q2 2026 Jul 09, 2026
Harvest Portfolios Group Inc. History No change 1,841,499 174,150 2.46% 2.46% 28 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners OCIO LLC History No change 1,817,337 171,865 8.7% 8.7% 29 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 1,816,898 171,823 0.14% 0.14% 30 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 1,787,909 169,083 0.07% 0.07% 31 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 1,783,901 168,703 0.2% 0.2% 32 0 0.0% Q2 2026 Jul 28, 2026
CITADEL ADVISORS LLC History No change 1,588,200 150,196 0.02% 0.02% 33 0 0.0% Q2 2026 Sep 02, 2026
BARCLAYS PLC History No change 1,444,498 136,606 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,438,690 135,822 0.12% 0.12% 35 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 1,371,260 129,680 0.25% 0.25% 36 0 0.0% Q2 2026 Aug 05, 2026
AIA Group Ltd History No change 1,350,527 127,719 1.61% 1.61% 37 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 1,325,751 125,377 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,294,903 122,458 0.13% 0.13% 39 0 0.0% Q2 2026 Aug 12, 2026
EASTERN BANK History Added to 1,346,447 120,251 1.83% 0.83% 40 +775,994 136.03% Q3 2026 Oct 05, 2026
Members Trust Co History No change 1,259,227 119,085 3.71% 3.71% 41 0 0.0% Q2 2026 Jul 31, 2026
Liberty Mutual Group Asset Management Inc. History No change 1,182,507 111,829 9.76% 9.76% 42 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 1,161,082 109,803 1.45% 1.45% 43 0 0.0% Q2 2026 Jul 29, 2026
Ally Invest Advisors Inc. History No change 1,124,596 106,352 6.42% 6.42% 44 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 1,088,166 102,907 0.7% 0.7% 45 0 0.0% Q2 2026 Aug 12, 2026
GREENLEAF TRUST History No change 1,064,492 100,669 0.97% 0.97% 46 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,072,839 100,449 0.17% 0.17% 47 0 0.0% Q2 2026 Jul 15, 2026
Cerity Partners LLC History No change 1,061,624 100,397 0.12% 0.12% 48 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,037,188 98,086 1.23% 1.23% 49 0 0.0% Q2 2026 Aug 13, 2026
McElhenny Sheffield Capital Management, LLC History No change 1,017,476 96,222 23.83% 23.83% 50 0 0.0% Q2 2026 Jul 22, 2026
Wealthcare Advisory Partners LLC History No change 1,008,438 95,368 1.81% 1.81% 51 0 0.0% Q2 2026 Jul 09, 2026
Avalon Advisory Group History No change 931,110 88,055 32.52% 32.52% 52 0 0.0% Q2 2026 Jul 29, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 877,332 82,969 1.57% 1.57% 53 0 0.0% Q2 2026 Aug 13, 2026
GREENWOOD GEARHART LLC History No change 854,092 80,771 3.76% 3.76% 54 0 0.0% Q2 2026 Jul 24, 2026
WestEnd Advisors, LLC History No change 852,633 80,634 1.8% 1.8% 55 0 0.0% Q2 2026 Jul 22, 2026
3EDGE Asset Management, LP History No change 843,322 79,752 3.56% 3.56% 56 0 0.0% Q2 2026 Jul 27, 2026
MATAURO, LLC History No change 823,365 77,865 10.29% 10.29% 57 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Investment Research Advisors, Inc. History No change 812,707 76,858 0.18% 0.18% 58 0 0.0% Q2 2026 Jul 27, 2026
MML INVESTORS SERVICES, LLC History No change 771,426 72,953 0.15% 0.15% 59 0 0.0% Q2 2026 Aug 07, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 770,000 72,818 1.08% 1.08% 60 0 0.0% Q2 2026 Aug 14, 2026
CenturyLink Investment Management Co History No change 746,500 70,596 54.73% 54.73% 61 0 0.0% Q2 2026 Jul 06, 2026
HighTower Advisors, LLC History No change 743,484 70,311 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 05, 2026
Raub Brock Capital Management LP History No change 741,129 70,088 19.29% 19.29% 63 0 0.0% Q2 2026 Jul 14, 2026
Schonfeld Strategic Advisors LLC History No change 731,067 69,137 0.25% 0.25% 64 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 695,911 65,812 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 687,507 65,017 0.1% 0.1% 66 0 0.0% Q2 2026 Aug 13, 2026
NorthRock Partners, LLC History No change 662,231 62,627 0.91% 0.91% 67 0 0.0% Q2 2026 Aug 11, 2026
Garde Capital, Inc. History No change 640,024 60,527 2.71% 2.71% 68 0 0.0% Q2 2026 Jul 31, 2026
Betterment LLC History No change 597,634 56,518 0.1% 0.1% 69 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 595,640 56,329 0.27% 0.27% 70 0 0.0% Q2 2026 Sep 23, 2026
ASSETMARK, INC History No change 590,829 55,874 0.1% 0.1% 71 0 0.0% Q2 2026 Jul 30, 2026
Arkos Global Advisors History No change 588,479 55,652 6.59% 6.59% 72 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 623,109 55,649 3.35% 0.08% 73 +609,376 4437.31% Q3 2026 Oct 09, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 585,975 55,415 10.73% 10.73% 74 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 558,248 52,793 1.81% 1.81% 75 0 0.0% Q2 2026 Jul 24, 2026
Twele Capital Management, Inc. History No change 541,981 51,255 8.37% 8.37% 76 0 0.0% Q2 2026 Jul 14, 2026
PATTON FUND MANAGEMENT, INC. History No change 522,470 49,409 10.69% 10.69% 77 0 0.0% Q2 2026 Jul 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 513,242 48,537 1.71% 1.71% 78 0 0.0% Q2 2026 Aug 13, 2026
GenWealth Group, Inc. History No change 509,980 48,228 7.51% 7.51% 79 0 0.0% Q2 2026 Jul 10, 2026
LifeGuide Financial Advisors, LLC History No change 506,239 47,875 13.63% 13.63% 80 0 0.0% Q2 2026 Jul 09, 2026
Ironwood Wealth Management, LLC. History No change 480,303 45,422 10.07% 10.07% 81 0 0.0% Q2 2026 Jul 30, 2026
Mirae Asset Global Investments Co., Ltd. History No change 473,040 44,735 0.07% 0.07% 82 0 0.0% Q2 2026 Jul 22, 2026
Sompo Asset Management Co., Ltd. History No change 473,019 44,733 7.34% 7.34% 83 0 0.0% Q2 2026 Jul 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 470,944 44,537 0.78% 0.78% 84 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 467,027 44,166 0.8% 0.8% 85 0 0.0% Q2 2026 Jul 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 461,576 43,651 0.2% 0.2% 86 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 455,680 43,093 0.16% 0.16% 87 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 435,844 41,217 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 07, 2026
FIRST TRUST ADVISORS LP History No change 433,409 40,987 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 11, 2026
Virtue Capital Management, LLC History No change 419,798 39,700 5.3% 5.3% 90 0 0.0% Q2 2026 Aug 05, 2026
Beacon Wealthcare LLC History Added to 430,508 38,448 12.19% 12.72% 91 +10,570 2.52% Q3 2026 Oct 02, 2026
Focus Financial Network, Inc. History No change 405,791 38,375 1.19% 1.19% 92 0 0.0% Q2 2026 Jul 09, 2026
Kestra Advisory Services, LLC History No change 395,637 37,415 0.12% 0.12% 93 0 0.0% Q2 2026 Jul 28, 2026
Community Financial Services Group, LLC History No change 389,041 36,581 5.33% 5.33% 94 0 0.0% Q2 2026 Jul 09, 2026
OSAIC HOLDINGS, INC. History No change 386,100 36,524 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 14, 2026
Summit Global Investments History No change 385,680 36,474 1.99% 1.99% 96 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History No change 382,730 36,194 0.11% 0.11% 97 0 0.0% Q2 2026 Aug 12, 2026
First Financial Bank - Trust Division History Added to 396,411 35,403 2.55% 2.59% 98 +12,390 3.23% Q3 2026 Oct 01, 2026
Portland Global Advisors LLC History No change 370,555 35,043 3.33% 3.33% 99 0 0.0% Q2 2026 Aug 13, 2026
Haverford Trust Co History No change 359,936 34,039 0.29% 0.29% 100 0 0.0% Q2 2026 Aug 12, 2026
TPG Financial Advisors, LLC History No change 359,592 34,006 10.16% 10.16% 101 0 0.0% Q2 2026 Aug 10, 2026
Karpus Management, Inc. History No change 331,612 31,360 0.9% 0.9% 102 0 0.0% Q2 2026 Aug 14, 2026
Joule Financial, LLC History No change 326,912 30,916 8.38% 8.38% 103 0 0.0% Q2 2026 Jul 15, 2026
SACHEM HILL LLC History No change 324,839 30,719 5.46% 5.46% 104 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 323,523 30,595 0.05% 0.05% 105 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 323,298 30,574 0.37% 0.37% 106 0 0.0% Q2 2026 Aug 18, 2026
Modern Wealth Management, LLC History No change 322,359 30,485 0.36% 0.36% 107 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 311,661 29,473 0.05% 0.05% 108 0 0.0% Q2 2026 Aug 14, 2026
FIRST CITIZENS BANK & TRUST CO History No change 305,611 28,901 0.43% 0.43% 109 0 0.0% Q2 2026 Jul 13, 2026
NOMURA HOLDINGS INC History No change 300,000 28,371 0.03% 0.03% 110 0 0.0% Q2 2026 Aug 14, 2026
Kapitalo Investimentos Ltda History No change 300,000 28,371 1.8% 1.8% 111 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 299,624 28,335 0.24% 0.24% 112 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 299,401 28,314 0.04% 0.04% 113 0 0.0% Q2 2026 Jul 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 298,082 28,189 0.02% 0.02% 114 0 0.0% Q2 2026 Sep 09, 2026
Keel Point, LLC History No change 282,810 26,745 1.58% 1.58% 115 0 0.0% Q2 2026 Aug 14, 2026
BARINGS LLC History No change 281,884 26,657 0.47% 0.47% 116 0 0.0% Q2 2026 Aug 07, 2026
Invariant Investment Management History Added to 295,577 26,321 15.22% 15.37% 117 +17,123 6.15% Q3 2026 Oct 08, 2026
WEST PACES ADVISORS INC. History No change 271,846 25,708 4.31% 4.31% 118 0 0.0% Q2 2026 Jul 17, 2026
United Capital Management of KS, Inc. History No change 271,552 25,680 3.36% 3.36% 119 0 0.0% Q2 2026 Aug 05, 2026
Rafferty Asset Management, LLC History No change 268,542 25,396 0.06% 0.06% 120 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 267,986 25,343 0.22% 0.22% 121 0 0.0% Q2 2026 Jul 27, 2026
Point72 Asset Management, L.P. History No change 266,300 25,183 0.03% 0.03% 122 0 0.0% Q2 2026 Aug 14, 2026
Tulsa Wealth Advisors, INC History No change 265,290 25,088 3.53% 3.53% 123 0 0.0% Q2 2026 Aug 06, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 260,316 24,618 7.59% 7.59% 124 0 0.0% Q2 2026 Jul 22, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 257,478 24,350 0.33% 0.33% 125 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 255,552 24,167 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 12, 2026
FORM Wealth Advisors, LLC History No change 249,869 23,630 2.6% 2.6% 127 0 0.0% Q2 2026 Jul 10, 2026
Bank of New York Mellon Corp History No change 247,857 23,439 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 06, 2026
SkyOak Wealth, LLC History No change 247,664 23,421 3.83% 3.83% 129 0 0.0% Q2 2026 Jul 30, 2026
Willis Johnson & Associates, Inc. History No change 240,768 22,769 1.27% 1.27% 130 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 235,282 22,250 0.1% 0.1% 131 0 0.0% Q2 2026 Aug 13, 2026
Banco Santander, S.A. History No change 234,654 22,191 0.14% 0.14% 132 0 0.0% Q2 2026 Jul 29, 2026
Mariner, LLC History No change 234,295 22,157 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 13, 2026
SeaBridge Investment Advisors LLC History No change 233,761 22,106 3.2% 3.2% 134 0 0.0% Q2 2026 Jul 17, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 232,776 22,013 6.48% 6.48% 135 0 0.0% Q2 2026 Jul 23, 2026
SimpliFi, Inc. History No change 231,514 21,894 8.65% 8.65% 136 0 0.0% Q2 2026 Jul 24, 2026
Equitable Holdings, Inc. History No change 230,004 21,751 0.13% 0.13% 137 0 0.0% Q2 2026 Aug 17, 2026
WLTH Capital Management, LLC History No change 226,074 21,379 13.7% 13.7% 138 0 0.0% Q2 2026 Jul 09, 2026
Beacon Pointe Advisors, LLC History No change 225,650 21,339 0.1% 0.1% 139 0 0.0% Q2 2026 Aug 18, 2026
Creative Planning History No change 223,577 21,143 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 13, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 213,887 20,227 14.98% 14.98% 141 0 0.0% Q2 2026 Jul 30, 2026
AAFMAA Wealth Management & Trust LLC History No change 210,322 19,890 6.94% 6.94% 142 0 0.0% Q2 2026 Jul 08, 2026
NorthCoast Asset Management LLC History No change 209,690 19,830 0.44% 0.44% 143 0 0.0% Q2 2026 Aug 12, 2026
Bulltick Wealth Management, LLC History No change 208,026 19,672 4.01% 4.01% 144 0 0.0% Q2 2026 Jul 30, 2026
Act Two Investors LLC History No change 206,772 19,554 3.95% 3.95% 145 0 0.0% Q2 2026 Aug 10, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 202,783 19,177 0.28% 0.28% 146 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 200,828 18,994 0.23% 0.23% 147 0 0.0% Q2 2026 Aug 06, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 196,504 18,583 0.52% 0.52% 148 0 0.0% Q2 2026 Aug 05, 2026
DSG Capital Advisors, LLC History No change 197,141 18,442 2.62% 2.62% 149 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 194,779 18,420 0.12% 0.12% 150 0 0.0% Q2 2026 Aug 10, 2026
Crescent Grove Advisors, LLC History No change 190,711 18,035 1.51% 1.51% 151 0 0.0% Q2 2026 Aug 10, 2026
Quaker Wealth Management, LLC History No change 190,443 18,010 5.24% 5.24% 152 0 0.0% Q2 2026 Jul 24, 2026
Concurrent Investment Advisors, LLC History No change 187,958 17,775 0.15% 0.15% 153 0 0.0% Q2 2026 Jul 27, 2026
ARVEST INVESTMENTS, INC. History No change 183,980 17,399 2.1% 2.1% 154 0 0.0% Q2 2026 Jul 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 182,904 17,297 0.08% 0.08% 155 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 181,830 17,195 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 13, 2026
Cordoba Advisory Partners LLC History No change 180,881 17,105 3.63% 3.63% 157 0 0.0% Q2 2026 Jul 21, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 180,387 17,059 1.02% 1.02% 158 0 0.0% Q2 2026 Aug 12, 2026
Waterloo Capital, L.P. History No change 179,061 16,933 0.95% 0.95% 159 0 0.0% Q2 2026 Jul 29, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 189,320 16,908 1.09% 1.26% 160 -9,248 -4.66% Q3 2026 Oct 08, 2026
JONES FINANCIAL COMPANIES LLLP History No change 171,533 16,300 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
Werba Rubin Papier Wealth Management History No change 170,993 16,170 1.96% 1.96% 162 0 0.0% Q2 2026 Jul 27, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 168,547 15,939 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 06, 2026
Dynasty Wealth Management, LLC History No change 168,401 15,925 0.12% 0.12% 164 0 0.0% Q2 2026 Aug 13, 2026
Silverleafe Capital Partners, LLC History New 177,759 15,875 4.52% — 165 +177,759 New Q3 2026 Oct 02, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 167,289 15,820 0.24% 0.24% 166 0 0.0% Q2 2026 Aug 11, 2026
Optiver Holding B.V. History No change 163,874 15,497 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
Madison Asset Management, LLC History No change 162,986 15,413 0.18% 0.18% 168 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 162,813 15,397 0.22% 0.22% 169 0 0.0% Q2 2026 Jul 15, 2026
Atria Investments, Inc History No change 158,890 15,026 0.15% 0.15% 170 0 0.0% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History No change 158,015 14,943 0.09% 0.09% 171 0 0.0% Q2 2026 Aug 14, 2026
Strategic Point Investment Advisors, LLC History No change 154,555 14,616 1.9% 1.9% 172 0 0.0% Q2 2026 Jul 08, 2026
PINKERTON WEALTH, LLC History No change 151,448 14,454 1.24% 1.24% 173 0 0.0% Q2 2026 Jul 30, 2026
Atlas Private Wealth Advisors History No change 152,138 14,387 3.15% 3.15% 174 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 150,950 14,275 0.26% 0.26% 175 0 0.0% Q2 2026 Aug 04, 2026
Edenbrook Capital, LLC History No change 150,000 14,138 2.85% 2.85% 176 0 0.0% Q2 2026 Aug 13, 2026
True Freedom Investing, LLC History No change 147,572 14,084 1.1% 1.1% 177 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 145,358 13,746 0.07% 0.07% 178 0 0.0% Q2 2026 Aug 13, 2026
Global Trust Asset Management, LLC History No change 145,287 13,739 4.3% 4.3% 179 0 0.0% Q2 2026 Aug 03, 2026
Cadence Wealth Management LLC History No change 144,074 13,625 6.1% 6.1% 180 0 0.0% Q2 2026 Aug 12, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 142,938 13,517 10.01% 10.01% 181 0 0.0% Q2 2026 Jul 22, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 141,862 13,416 0.21% 0.21% 182 0 0.0% Q2 2026 Aug 10, 2026
Columbia Bank History No change 141,822 13,412 3.01% 3.01% 183 0 0.0% Q2 2026 Jul 24, 2026
SYNTAX RESEARCH, INC. History No change 141,033 13,337 9.74% 9.74% 184 0 0.0% Q2 2026 Jul 31, 2026
Trilogy Capital Inc. History No change 140,376 13,275 0.52% 0.52% 185 0 0.0% Q2 2026 Jul 02, 2026
MERIDIAN MANAGEMENT CO History No change 138,437 13,091 2.94% 2.94% 186 0 0.0% Q2 2026 Aug 04, 2026
One Day In July LLC History No change 138,239 13,073 0.91% 0.91% 187 0 0.0% Q2 2026 Aug 03, 2026
Sollinda Capital Management LLC History No change 137,700 13,022 2.78% 2.78% 188 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 137,362 12,990 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 27, 2026
IFG Advisory, LLC History No change 133,965 12,669 0.44% 0.44% 190 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History No change 133,606 12,635 0.55% 0.55% 191 0 0.0% Q2 2026 Jul 09, 2026
Integrated Wealth Concepts LLC History No change 132,696 12,549 0.08% 0.08% 192 0 0.0% Q2 2026 Sep 08, 2026
FIRST FOUNDATION ADVISORS History No change 132,012 12,484 0.45% 0.45% 193 0 0.0% Q2 2026 Aug 14, 2026
U S WEALTH GROUP, LLC. History No change 131,067 12,394 7.42% 7.42% 194 0 0.0% Q2 2026 Sep 10, 2026
Prime Capital Investment Advisors, LLC History No change 130,776 12,367 0.12% 0.12% 195 0 0.0% Q2 2026 Aug 05, 2026
PINNACLE ASSOCIATES LTD History No change 128,723 12,173 0.13% 0.13% 196 0 0.0% Q2 2026 Aug 03, 2026
William Howard & Co Financial Advisors Inc History No change 128,576 12,159 9.46% 9.46% 197 0 0.0% Q2 2026 Jul 09, 2026
OPPENHEIMER & CO INC History No change 128,158 12,119 0.13% 0.13% 198 0 0.0% Q2 2026 Aug 03, 2026
MIDDLETON & CO INC/MA History No change 126,601 11,972 1.27% 1.27% 199 0 0.0% Q2 2026 Aug 10, 2026
LINCOLN CAPITAL CORP History No change 126,444 11,957 3.89% 3.89% 200 0 0.0% Q2 2026 Jul 16, 2026
Sicart Associates LLC History No change 124,666 11,789 2.89% 2.89% 201 0 0.0% Q2 2026 Aug 11, 2026
FIRST NATIONAL BANK OF OMAHA History No change 124,222 11,787 0.33% 0.33% 202 0 0.0% Q2 2026 Aug 07, 2026
Premier Path Wealth Partners, LLC History No change 123,390 11,669 1.34% 1.34% 203 0 0.0% Q2 2026 Jul 21, 2026
COURIER CAPITAL LLC History No change 122,550 11,589 0.58% 0.58% 204 0 0.0% Q2 2026 Jul 16, 2026
Peak Asset Management, LLC History No change 120,576 11,402 1.68% 1.68% 205 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 122,421 11,366 0.23% 0.23% 206 0 0.0% Q2 2026 Jul 29, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 119,486 11,319 0.07% 0.07% 207 0 0.0% Q2 2026 Aug 12, 2026
DV Trading LLC History No change 119,400 11,291 0.37% 0.37% 208 0 0.0% Q2 2026 Aug 14, 2026
Jessup Wealth Management, Inc History No change 118,652 11,220 3.35% 3.35% 209 0 0.0% Q2 2026 Aug 11, 2026
Rothschild Wealth LLC History No change 118,636 11,219 0.9% 0.9% 210 0 0.0% Q2 2026 Aug 11, 2026
Transamerica Financial Advisors, LLC History No change 118,578 11,213 0.95% 0.95% 211 0 0.0% Q2 2026 Aug 14, 2026
Hudock, Inc. History No change 117,395 11,102 1.42% 1.42% 212 0 0.0% Q2 2026 Jul 31, 2026
Landing Point Financial Group, LLC History No change 116,745 11,040 3.75% 3.75% 213 0 0.0% Q2 2026 Aug 06, 2026
LITTLE HOUSE CAPITAL LLC History No change 115,743 10,945 2.46% 2.46% 214 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 114,264 10,806 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 113,260 10,711 0.33% 0.33% 216 0 0.0% Q2 2026 Aug 07, 2026
1607 Capital Partners, LLC History No change 112,316 10,621 0.92% 0.92% 217 0 0.0% Q2 2026 Sep 02, 2026
Vestmark Advisory Solutions, Inc. History No change 112,146 10,605 0.1% 0.1% 218 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 111,947 10,586 0.32% 0.32% 219 0 0.0% Q2 2026 Jul 15, 2026
Private Advisor Group, LLC History No change 110,194 10,421 0.05% 0.05% 220 0 0.0% Q2 2026 Jul 27, 2026
IPG Investment Advisors LLC History No change 108,690 10,278 1.48% 1.48% 221 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 108,452 10,256 0.06% 0.06% 222 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 108,136 10,226 0.16% 0.16% 223 0 0.0% Q2 2026 Aug 06, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 108,000 10,213 0.04% 0.04% 224 0 0.0% Q2 2026 Aug 13, 2026
Tennessee Valley Asset Management Partners History No change 107,472 10,163 1.12% 1.12% 225 0 0.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History No change 106,091 10,033 0.11% 0.11% 226 0 0.0% Q2 2026 Aug 03, 2026
LARCH CAPITAL PARTNERS LLC History No change 105,541 9,981 1.43% 1.43% 227 0 0.0% Q2 2026 Aug 17, 2026
AmeriServ Wealth Advisors History No change 105,080 9,937 6.61% 6.61% 228 0 0.0% Q2 2026 Aug 03, 2026
Advisory Services Network, LLC History No change 103,887 9,824 0.11% 0.11% 229 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 103,715 9,808 0.04% 0.04% 230 0 0.0% Q2 2026 Aug 11, 2026
SIG BROKERAGE, LP History No change 103,055 9,745 0.19% 0.19% 231 0 0.0% Q2 2026 Aug 14, 2026
Bond & Devick Financial Network, Inc. History No change 102,738 9,715 2.39% 2.39% 232 0 0.0% Q2 2026 Jul 16, 2026
High Note Wealth, LLC History No change 101,586 9,606 1.64% 1.64% 233 0 0.0% Q2 2026 Jul 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 101,234 9,571 0.05% 0.05% 234 0 0.0% Q2 2026 Aug 14, 2026
Bison Wealth, LLC History No change 101,433 9,552 0.88% 0.88% 235 0 0.0% Q2 2026 Jul 07, 2026
LMR Partners LLP History No change 100,000 9,457 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 99,593 9,418 0.17% 0.17% 237 0 0.0% Q2 2026 Aug 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 99,428 9,402 0.11% 0.11% 238 0 0.0% Q2 2026 Aug 07, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 98,598 9,324 2.51% 2.51% 239 0 0.0% Q2 2026 Aug 17, 2026
Walleye Trading LLC History No change 97,154 9,187 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Group, LLC History Added to 102,205 9,127 8.84% 9.17% 241 +1,033 1.02% Q3 2026 Oct 08, 2026
Pacific Wealth Management History Reduced 101,981 9,107 4.01% 6.66% 242 -56,930 -35.83% Q3 2026 Oct 05, 2026
Lifestyle Asset Management, Inc. History No change 95,567 9,037 2.43% 2.43% 243 0 0.0% Q2 2026 Jul 20, 2026
Arkadios Wealth Advisors History No change 93,646 8,856 0.13% 0.13% 244 0 0.0% Q2 2026 Aug 10, 2026
MILLENNIUM MANAGEMENT LLC History No change 93,056 8,800 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 92,967 8,791 1.28% 1.28% 246 0 0.0% Q2 2026 Jul 21, 2026
Summit Asset Management, LLC History No change 92,840 8,779 1.12% 1.12% 247 0 0.0% Q2 2026 Aug 06, 2026
MTC Wealth Management LLC History No change 92,448 8,742 3.92% 3.92% 248 0 0.0% Q2 2026 Jul 31, 2026
Goodman Advisory Group, LLC History No change 92,283 8,727 2.01% 2.01% 249 0 0.0% Q2 2026 Aug 12, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 91,631 8,665 0.8% 0.8% 250 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 90,194 8,529 0.03% 0.03% 251 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 89,610 8,474 0.09% 0.09% 252 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History No change 88,893 8,406 0.42% 0.42% 253 0 0.0% Q2 2026 Jul 16, 2026
Ascent Advisors, LLC History No change 88,282 8,301 9.58% 9.58% 254 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 86,798 8,208 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 86,725 8,201 0.06% 0.06% 256 0 0.0% Q2 2026 Aug 12, 2026
BAILARD, INC. History No change 85,787 8,112 0.17% 0.17% 257 0 0.0% Q2 2026 Jul 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 85,618 8,096 0.03% 0.03% 258 0 0.0% Q2 2026 Jul 28, 2026
AE Wealth Management LLC History No change 83,781 7,923 0.04% 0.04% 259 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 83,694 7,914 0.47% 0.47% 260 0 0.0% Q2 2026 Aug 05, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 83,668 7,912 0.39% 0.39% 261 0 0.0% Q2 2026 Jul 20, 2026
Thayer Partners, LLC / MA History No change 82,669 7,818 3.24% 3.24% 262 0 0.0% Q2 2026 Jul 31, 2026
White Pine Investment CO History No change 81,884 7,744 1.65% 1.65% 263 0 0.0% Q2 2026 Jul 20, 2026
RPg Family Wealth Advisory, LLC History No change 80,046 7,569 1.57% 1.57% 264 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Financial Partners, Inc. History No change 79,974 7,563 0.05% 0.05% 265 0 0.0% Q2 2026 Aug 14, 2026
Risk Paradigm Group, LLC History No change 79,693 7,536 5.91% 5.91% 266 0 0.0% Q2 2026 Aug 05, 2026
Edgestream Partners, L.P. History No change 79,216 7,491 0.22% 0.22% 267 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Partners, LLC History No change 78,799 7,451 1.06% 1.06% 268 0 0.0% Q2 2026 Aug 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 78,503 7,424 0.05% 0.05% 269 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 78,387 7,413 0.11% 0.11% 270 0 0.0% Q2 2026 Aug 03, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 76,374 7,222 0.85% 0.85% 271 0 0.0% Q2 2026 Aug 14, 2026
Rezny Wealth Management, Inc. History No change 75,022 7,094 1.23% 1.23% 272 0 0.0% Q2 2026 Jul 17, 2026
LEUTHOLD GROUP, LLC History No change 74,708 7,065 0.71% 0.71% 273 0 0.0% Q2 2026 Aug 04, 2026
D.A. DAVIDSON & CO. History No change 73,871 6,986 0.04% 0.04% 274 0 0.0% Q2 2026 Jul 24, 2026
Benchmark Financial, LLC History No change 73,813 6,980 5.69% 5.69% 275 0 0.0% Q2 2026 Jul 21, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 73,299 6,967 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 72,632 6,868 0.07% 0.07% 277 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 73,592 6,864 0.11% 0.11% 278 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 73,592 6,864 0.11% 0.11% 279 0 0.0% Q2 2026 Jul 29, 2026
Ameraudi Asset Management, Inc. History No change 72,337 6,840 3.1% 3.1% 280 0 0.0% Q2 2026 Aug 06, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 72,034 6,812 0.67% 0.67% 281 0 0.0% Q2 2026 Jul 28, 2026
Systelligence, LLC History No change 71,851 6,794 1.13% 1.13% 282 0 0.0% Q2 2026 Jul 14, 2026
RFG Advisory, LLC History No change 71,332 6,745 0.11% 0.11% 283 0 0.0% Q2 2026 Jul 15, 2026
DDD Partners, LLC History No change 71,108 6,724 0.42% 0.42% 284 0 0.0% Q2 2026 Aug 05, 2026
AMG National Trust Bank History No change 69,807 6,601 0.14% 0.14% 285 0 0.0% Q2 2026 Aug 06, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 69,262 6,550 0.67% 0.67% 286 0 0.0% Q2 2026 Jul 24, 2026
Miller Financial Services LLC History No change 69,200 6,544 5.27% 5.27% 287 0 0.0% Q2 2026 Jul 29, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 68,793 6,505 4.25% 4.25% 288 0 0.0% Q2 2026 Aug 07, 2026
BESSEMER GROUP INC History No change 68,269 6,456 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 12, 2026
Insight Wealth Partners, LLC History No change 68,061 6,436 0.86% 0.86% 290 0 0.0% Q2 2026 Aug 06, 2026
Compass Financial Group, Inc. History No change 67,777 6,409 2.71% 2.71% 291 0 0.0% Q2 2026 Aug 04, 2026
AlphaCore Capital LLC History No change 66,619 6,300 0.12% 0.12% 292 0 0.0% Q2 2026 Aug 06, 2026
Argo Wealth Advisory, LLC History No change 66,370 6,276 3.46% 3.46% 293 0 0.0% Q2 2026 Aug 07, 2026
Aspire Capital Advisors LLC History No change 65,724 6,215 1.21% 1.21% 294 0 0.0% Q2 2026 Aug 05, 2026
Heck Capital Advisors, LLC History No change 64,857 6,133 0.37% 0.37% 295 0 0.0% Q2 2026 Jul 10, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 64,672 6,116 0.22% 0.22% 296 0 0.0% Q2 2026 Jul 21, 2026
MONEY CONCEPTS CAPITAL CORP History No change 64,401 6,090 0.28% 0.28% 297 0 0.0% Q2 2026 Aug 04, 2026
Acropolis Investment Management, LLC History Reduced 67,080 5,990 0.24% 0.26% 298 -1,442 -2.1% Q3 2026 Oct 08, 2026
Portside Wealth Group, LLC History No change 63,075 5,965 0.69% 0.69% 299 0 0.0% Q2 2026 Jul 14, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 62,946 5,952 1.43% 1.43% 300 0 0.0% Q2 2026 Aug 10, 2026
Ballew Advisors, Inc History Added to 65,561 5,838 2.9% 2.77% 301 +8,663 15.23% Q3 2026 Oct 05, 2026
Dorsey & Whitney Trust CO LLC History No change 61,590 5,824 0.28% 0.28% 302 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 61,264 5,793 0.03% 0.03% 303 0 0.0% Q2 2026 Jul 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 61,124 5,780 0.08% 0.08% 304 0 0.0% Q2 2026 Jul 15, 2026
Compound Planning, Inc. History No change 60,587 5,729 0.15% 0.15% 305 0 0.0% Q2 2026 Aug 04, 2026
Values First Advisors, Inc. History No change 60,525 5,723 2.61% 2.61% 306 0 0.0% Q2 2026 Aug 04, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 59,600 5,636 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 59,400 5,617 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 62,363 5,569 0.59% 0.67% 309 -1,455 -2.28% Q3 2026 Oct 07, 2026
HighPoint Advisor Group LLC History No change 57,723 5,458 0.19% 0.19% 310 0 0.0% Q2 2026 Aug 05, 2026
FIRST INTERSTATE BANK History No change 57,684 5,455 0.28% 0.28% 311 0 0.0% Q2 2026 Jul 24, 2026
Crabel Capital Management, LLC History No change 57,629 5,449 3.98% 3.98% 312 0 0.0% Q2 2026 Aug 13, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 57,412 5,429 2.94% 2.94% 313 0 0.0% Q2 2026 Aug 11, 2026
1832 Asset Management L.P. History No change 57,340 5,422 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 13, 2026
Good Steward Wealth Advisors,LLC History No change 55,545 5,252 3.17% 3.17% 315 0 0.0% Q2 2026 Aug 03, 2026
IMC-Chicago, LLC History No change 55,388 5,238 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 06, 2026
GAM Holding AG History No change 55,000 5,201 0.4% 0.4% 317 0 0.0% Q2 2026 Aug 14, 2026
Sun Financial Inc History No change 56,033 5,197 2.45% 2.45% 318 0 0.0% Q2 2026 Aug 11, 2026
Stablepoint Partners, LLC History No change 54,935 5,195 0.72% 0.72% 319 0 0.0% Q2 2026 Jul 09, 2026
Spectrum Strategic Capital Management, LLC History No change 54,412 5,145 2.55% 2.55% 320 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 54,201 5,125 0.06% 0.06% 321 0 0.0% Q2 2026 Aug 04, 2026
MEEDER ASSET MANAGEMENT INC History No change 54,062 5,112 0.26% 0.26% 322 0 0.0% Q2 2026 Aug 07, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 54,032 5,109 2.5% 2.5% 323 0 0.0% Q2 2026 Jul 29, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 53,724 5,080 0.29% 0.29% 324 0 0.0% Q2 2026 Aug 10, 2026
STEPHENS INC /AR/ History No change 53,692 5,077 0.06% 0.06% 325 0 0.0% Q2 2026 Jul 29, 2026
GTS SECURITIES LLC History No change 53,643 5,073 0.11% 0.11% 326 0 0.0% Q2 2026 Aug 14, 2026
WARNER FINANCIAL, INC History No change 53,572 5,066 1.49% 1.49% 327 0 0.0% Q2 2026 Jul 09, 2026
SSA SWISS ADVISORS AG History No change 53,434 5,053 1.9% 1.9% 328 0 0.0% Q2 2026 Aug 05, 2026
COMMERCE BANK History No change 52,625 4,976 0.02% 0.02% 329 0 0.0% Q2 2026 Aug 12, 2026
AssuredPartners Investment Advisors, LLC History No change 52,147 4,931 0.48% 0.48% 330 0 0.0% Q2 2026 Aug 10, 2026
Perigon Wealth Management, LLC History No change 51,449 4,865 0.08% 0.08% 331 0 0.0% Q2 2026 Aug 07, 2026
Brookstone Capital Management History No change 50,203 4,747 0.05% 0.05% 332 0 0.0% Q2 2026 Jul 15, 2026
INTREPID FAMILY OFFICE LLC History No change 50,000 4,728 3.5% 3.5% 333 0 0.0% Q2 2026 Aug 14, 2026
WHI TRUST Co LLC History No change 49,536 4,684 3.03% 3.03% 334 0 0.0% Q2 2026 Aug 11, 2026
PROMETHIUM ADVISORS,LLC History No change 49,057 4,639 2.23% 2.23% 335 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 48,642 4,595 0.02% 0.02% 336 0 0.0% Q2 2026 Aug 14, 2026
Whalen Wealth Management Inc. History Added to 51,374 4,588 1.96% 0.36% 337 +42,902 506.4% Q3 2026 Oct 08, 2026
NORTHERN TRUST CORP History No change 47,915 4,531 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 13, 2026
Veridan Wealth LLC History No change 47,157 4,459 1.52% 1.52% 339 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 46,942 4,439 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 19, 2026
Capital Advisors Wealth Management, LLC History No change 46,752 4,421 0.52% 0.52% 341 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Wealth Strategies, LLC History No change 46,469 4,394 2.34% 2.34% 342 0 0.0% Q2 2026 Jul 23, 2026
Accurate Wealth Management, LLC History No change 46,805 4,382 0.42% 0.42% 343 0 0.0% Q2 2026 Jul 14, 2026
Meridian Wealth Management, LLC History No change 45,773 4,329 0.13% 0.13% 344 0 0.0% Q2 2026 Aug 05, 2026
IHT Wealth Management, LLC History No change 45,533 4,306 0.09% 0.09% 345 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 44,853 4,241 0.26% 0.26% 346 0 0.0% Q2 2026 Aug 17, 2026
Canal Capital Management, LLC History No change 44,730 4,230 0.52% 0.52% 347 0 0.0% Q2 2026 Jul 28, 2026
TD Waterhouse Canada Inc. History No change 44,940 4,228 0.01% 0.01% 348 0 0.0% Q2 2026 Jul 27, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 44,702 4,227 0.52% 0.52% 349 0 0.0% Q2 2026 Aug 13, 2026
Granite Bay Wealth Management, LLC History No change 44,015 4,162 0.38% 0.38% 350 0 0.0% Q2 2026 Aug 14, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 43,935 4,155 1.05% 1.05% 351 0 0.0% Q2 2026 Jul 24, 2026
FCA CORP /TX History No change 43,676 4,130 1.02% 1.02% 352 0 0.0% Q2 2026 Aug 11, 2026
Focused Wealth Management, Inc History No change 43,305 4,095 0.36% 0.36% 353 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 43,108 4,076 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 13, 2026
Boreal Capital Management LLC History No change 42,993 4,065 3.03% 3.03% 355 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 42,660 4,030 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 13, 2026
Circle Wealth Management, LLC History No change 42,358 4,005 0.05% 0.05% 357 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 42,249 3,995 0.02% 0.02% 358 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History No change 42,006 3,972 0.13% 0.13% 359 0 0.0% Q2 2026 Aug 06, 2026
Wealthcare Capital Partners, LLC History No change 41,803 3,953 1.63% 1.63% 360 0 0.0% Q2 2026 Jul 09, 2026
Integrated Advisors Network LLC History No change 41,702 3,943 0.18% 0.18% 361 0 0.0% Q2 2026 Aug 11, 2026
LAZARD ASSET MANAGEMENT LLC History No change 41,271 3,903 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 43,430 3,878 0.03% 0.03% 363 +5,666 15.0% Q3 2026 Oct 08, 2026
FreeGulliver LLC History No change 41,000 3,877 1.37% 1.37% 364 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 40,738 3,852 0.02% 0.02% 365 0 0.0% Q2 2026 Jul 20, 2026
BEAM WEALTH ADVISORS, INC. History No change 40,324 3,813 0.84% 0.84% 366 0 0.0% Q2 2026 Jul 29, 2026
Greenland Capital Management LP History No change 40,000 3,782 0.47% 0.47% 367 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 39,806 3,764 0.12% 0.12% 368 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 39,219 3,708 0.07% 0.07% 369 0 0.0% Q2 2026 Jul 15, 2026
Apollon Wealth Management, LLC History No change 39,133 3,700 0.04% 0.04% 370 0 0.0% Q2 2026 Jul 22, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 38,958 3,684 2.18% 2.18% 371 0 0.0% Q2 2026 Jul 21, 2026
MGO ONE SEVEN LLC History No change 38,527 3,643 0.06% 0.06% 372 0 0.0% Q2 2026 Jul 31, 2026
CULLEN/FROST BANKERS, INC. History No change 38,461 3,637 0.04% 0.04% 373 0 0.0% Q2 2026 Jul 27, 2026
Jefferies Financial Group Inc. History No change 38,397 3,631 0.02% 0.02% 374 0 0.0% Q2 2026 Aug 17, 2026
Christensen, King & Associates Investment Services, Inc. History No change 38,287 3,620 1.44% 1.44% 375 0 0.0% Q2 2026 Jul 14, 2026
Wall Street Financial Group, Inc. History No change 38,236 3,615 1.93% 1.93% 376 0 0.0% Q2 2026 Jul 13, 2026
MFA Wealth Services History No change 38,171 3,609 2.16% 2.16% 377 0 0.0% Q2 2026 Jul 21, 2026
1620 INVESTMENT ADVISORS, INC. History No change 37,970 3,590 2.22% 2.22% 378 0 0.0% Q2 2026 Jul 14, 2026
Dakota Wealth Management History No change 37,946 3,588 0.07% 0.07% 379 0 0.0% Q2 2026 Aug 07, 2026
J. Safra Sarasin Holding AG History No change 37,609 3,585 0.05% 0.05% 380 0 0.0% Q2 2026 Jul 31, 2026
Beirne Wealth Consulting Services, LLC History No change 37,706 3,567 0.71% 0.71% 381 0 0.0% Q2 2026 Jul 15, 2026
Arete Wealth Advisors, LLC History No change 37,594 3,555 0.23% 0.23% 382 0 0.0% Q2 2026 Aug 12, 2026
CFS Investment Advisory Services, LLC History No change 37,648 3,543 0.24% 0.24% 383 0 0.0% Q2 2026 Jul 16, 2026
NATIONAL BANK OF CANADA /FI/ History No change 36,964 3,490 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 10, 2026
Sage Advisory Services, Ltd.Co. History No change 36,863 3,486 1.72% 1.72% 385 0 0.0% Q2 2026 Jul 22, 2026
World Investment Advisors History No change 36,205 3,444 0.06% 0.06% 386 0 0.0% Q2 2026 Aug 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 36,406 3,442 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 36,326 3,435 0.04% 0.04% 388 0 0.0% Q2 2026 Jul 28, 2026
Columbus Macro, LLC History No change 36,229 3,426 0.33% 0.33% 389 0 0.0% Q2 2026 Jul 22, 2026
Solstein Capital, LLC History No change 36,208 3,424 1.17% 1.17% 390 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 35,628 3,369 0.29% 0.29% 391 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 35,500 3,357 0.11% 0.11% 392 0 0.0% Q2 2026 Jul 31, 2026
FORTE ASSET MANAGEMENT LLC History No change 35,209 3,329 1.36% 1.36% 393 0 0.0% Q2 2026 Jul 21, 2026
Dorsey Wright & Associates History No change 35,074 3,316 0.56% 0.56% 394 0 0.0% Q2 2026 Aug 06, 2026
CVS HEALTH Corp History No change 35,000 3,309 1.47% 1.47% 395 0 0.0% Q2 2026 Aug 06, 2026
Quinn Opportunity Partners LLC History No change 35,000 3,309 0.15% 0.15% 396 0 0.0% Q2 2026 Aug 14, 2026
WorthPointe, LLC History No change 34,974 3,307 0.83% 0.83% 397 0 0.0% Q2 2026 Jul 31, 2026
Blue Capital, Inc. History No change 34,899 3,300 2.1% 2.1% 398 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 34,891 3,299 0.07% 0.07% 399 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 34,691 3,280 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History No change 34,637 3,275 0.1% 0.1% 401 0 0.0% Q2 2026 Aug 11, 2026
Advisors Preferred, LLC History No change 34,537 3,250 0.5% 0.5% 402 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 34,287 3,242 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 07, 2026
TSA Wealth Managment LLC History No change 34,182 3,232 0.91% 0.91% 404 0 0.0% Q2 2026 Aug 03, 2026
Insight Wealth Strategies, LLC History Added to 36,078 3,222 0.32% 0.32% 405 +1,031 2.94% Q3 2026 Oct 09, 2026
Core Capital Management & Research, inc. History No change 34,222 3,177 1.67% 1.67% 406 0 0.0% Q2 2026 Sep 09, 2026
Advisor OS, LLC History No change 33,287 3,147 0.21% 0.21% 407 0 0.0% Q2 2026 Aug 05, 2026
REGATTA CAPITAL GROUP, LLC History No change 32,921 3,113 0.42% 0.42% 408 0 0.0% Q2 2026 Aug 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 32,750 3,097 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History No change 32,444 3,069 0.03% 0.03% 410 0 0.0% Q2 2026 Aug 04, 2026
Lighthouse Investment Partners, LLC History No change 31,860 3,013 0.08% 0.08% 411 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 31,804 3,008 0.07% 0.07% 412 0 0.0% Q2 2026 Aug 05, 2026
CreativeOne Wealth, LLC History No change 31,778 3,005 0.06% 0.06% 413 0 0.0% Q2 2026 Aug 13, 2026
Alliance Wealth Advisors, LLC /UT History No change 31,763 3,003 0.57% 0.57% 414 0 0.0% Q2 2026 Jul 23, 2026
Biltmore Wealth Management, LLC History No change 31,350 2,964 0.93% 0.93% 415 0 0.0% Q2 2026 Jul 21, 2026
Empowered Funds, LLC History No change 31,387 2,958 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 31,107 2,941 0.03% 0.03% 417 0 0.0% Q2 2026 Aug 10, 2026
TOP Private Wealth LLC. History No change 30,812 2,913 2.79% 2.79% 418 0 0.0% Q2 2026 Aug 13, 2026
Evergreen Private Wealth LLC History No change 30,671 2,900 1.07% 1.07% 419 0 0.0% Q2 2026 Jul 23, 2026
Strategic Blueprint, LLC History No change 30,647 2,898 0.14% 0.14% 420 0 0.0% Q2 2026 Jul 23, 2026
LWM ADVISORS INC History Reduced 32,423 2,895 2.19% 2.36% 421 -988 -2.96% Q3 2026 Oct 08, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 30,539 2,888 1.58% 1.58% 422 0 0.0% Q2 2026 Jul 20, 2026
Stordahl Capital Management, Inc. History No change 30,535 2,887 0.53% 0.53% 423 0 0.0% Q2 2026 Jul 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 30,487 2,883 0.07% 0.07% 424 0 0.0% Q2 2026 Jul 31, 2026
Koshinski Asset Management, Inc. History No change 30,470 2,881 0.15% 0.15% 425 0 0.0% Q2 2026 Jul 27, 2026
GenTrust, LLC History No change 29,880 2,825 0.11% 0.11% 426 0 0.0% Q2 2026 Aug 06, 2026
Lifeworks Advisors, LLC History No change 29,786 2,816 0.29% 0.29% 427 0 0.0% Q2 2026 Aug 14, 2026
Boltwood Capital Management History Added to 31,290 2,794 0.63% 0.66% 428 +922 3.04% Q3 2026 Oct 02, 2026
BTG Pactual Asset Management US LLC History No change 29,495 2,790 0.17% 0.17% 429 0 0.0% Q2 2026 Aug 14, 2026
ABLE Financial Group, LLC History No change 29,329 2,773 0.47% 0.47% 430 0 0.0% Q2 2026 Jul 22, 2026
VestGen Investment Management History No change 29,260 2,767 1.47% 1.47% 431 0 0.0% Q2 2026 Jul 31, 2026
Erickson Financial Group, LLC History No change 29,057 2,747 1.47% 1.47% 432 0 0.0% Q2 2026 Jul 27, 2026
Wealthspire Retirement, LLC History No change 29,266 2,746 0.15% 0.15% 433 0 0.0% Q2 2026 Aug 12, 2026
CDKV HOLDINGS LLC History No change 28,881 2,731 2.13% 2.13% 434 0 0.0% Q2 2026 Jul 30, 2026
Snowden Capital Advisors LLC History No change 28,746 2,718 0.06% 0.06% 435 0 0.0% Q2 2026 Aug 13, 2026
Etesian Wealth Advisors, Inc. History No change 28,651 2,709 0.8% 0.8% 436 0 0.0% Q2 2026 Jul 23, 2026
Sigma Planning Corp History No change 28,294 2,675 0.07% 0.07% 437 0 0.0% Q2 2026 Aug 07, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 27,904 2,639 0.18% 0.18% 438 0 0.0% Q2 2026 Aug 07, 2026
Centerline Wealth Advisors, LLC History No change 27,869 2,635 0.83% 0.83% 439 0 0.0% Q2 2026 Jul 17, 2026
Horst & Graben Wealth Management LLC History No change 28,030 2,635 0.35% 0.35% 440 0 0.0% Q2 2026 Jul 22, 2026
SageGuard Financial Group, LLC History No change 27,738 2,623 0.37% 0.37% 441 0 0.0% Q2 2026 Jul 27, 2026
SEMITAM BONAM LLC History No change 27,659 2,615 1.92% 1.92% 442 0 0.0% Q2 2026 Jul 24, 2026
Sovran Advisors, LLC History No change 27,886 2,609 0.19% 0.19% 443 0 0.0% Q2 2026 Jul 29, 2026
Autumn Glory Partners, LLC History No change 27,227 2,574 0.73% 0.73% 444 0 0.0% Q2 2026 Aug 03, 2026
Magnolia Private Wealth, LLC History No change 354,106 2,551 1.4% 1.4% 445 0 0.0% Q2 2026 Aug 05, 2026
HCR Wealth Advisors History No change 26,590 2,514 0.23% 0.23% 446 0 0.0% Q2 2026 Jul 13, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 26,556 2,511 0.28% 0.28% 447 0 0.0% Q2 2026 Jul 24, 2026
Purus Wealth Management, LLC History No change 26,461 2,502 0.69% 0.69% 448 0 0.0% Q2 2026 Jul 13, 2026
United Advisor Group, LLC History No change 26,369 2,493 0.26% 0.26% 449 0 0.0% Q2 2026 Jul 29, 2026
WBH ADVISORY INC History No change 25,880 2,447 0.16% 0.16% 450 0 0.0% Q2 2026 Aug 05, 2026
TORONTO DOMINION BANK History No change 25,767 2,436 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 26,160 2,428 0.14% 0.14% 452 0 0.0% Q2 2026 Aug 10, 2026
Cypress Capital, LLC History No change 25,276 2,390 0.65% 0.65% 453 0 0.0% Q2 2026 Jul 17, 2026
LANARK FINANCIAL, INC. History No change 25,250 2,387 0.16% 0.16% 454 0 0.0% Q2 2026 Jul 21, 2026
Man Group plc History No change 25,220 2,385 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 14, 2026
Q Fund Management (Hong Kong) Ltd History No change 25,000 2,364 2.16% 2.16% 456 0 0.0% Q2 2026 Jul 21, 2026
Ascent Group, LLC History No change 24,882 2,353 0.07% 0.07% 457 0 0.0% Q2 2026 Aug 03, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 24,839 2,349 0.24% 0.24% 458 0 0.0% Q2 2026 Jul 28, 2026
GeoWealth Management, LLC History No change 24,500 2,317 0.07% 0.07% 459 0 0.0% Q2 2026 Jul 30, 2026
Mount Lucas Management LP History No change 24,494 2,316 0.83% 0.83% 460 0 0.0% Q2 2026 Aug 10, 2026
Sowell Financial Services LLC History No change 24,390 2,306 0.08% 0.08% 461 0 0.0% Q2 2026 Jul 17, 2026
Krilogy Financial LLC History No change 24,020 2,271 0.07% 0.07% 462 0 0.0% Q2 2026 Jul 27, 2026
ETF Store, Inc. History No change 23,876 2,257 1.89% 1.89% 463 0 0.0% Q2 2026 Jul 29, 2026
Prestige Wealth Management Group LLC History No change 23,644 2,236 0.41% 0.41% 464 0 0.0% Q2 2026 Aug 14, 2026
Analyst IMS Investment Management Services Ltd. History No change 23,627 2,234 0.05% 0.05% 465 0 0.0% Q2 2026 Jul 29, 2026
Legacy Advisors, LLC History No change 23,561 2,228 0.21% 0.21% 466 0 0.0% Q2 2026 Jul 24, 2026
MFA WEALTH ADVISORS, LLC History Added to 24,821 2,216 0.38% 0.39% 467 +478 1.96% Q3 2026 Oct 07, 2026
Orion Porfolio Solutions, LLC History No change 22,907 2,166 0.02% 0.02% 468 0 0.0% Q2 2026 Aug 14, 2026
Asset Management Group, Inc. History No change 22,821 2,158 0.32% 0.32% 469 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History No change 22,777 2,153 0.07% 0.07% 470 0 0.0% Q2 2026 Jul 29, 2026
Savior LLC History No change 22,642 2,141 6.14% 6.14% 471 0 0.0% Q2 2026 Jul 22, 2026
MARINER INVESTMENT GROUP LLC History No change 22,596 2,136 0.46% 0.46% 472 0 0.0% Q2 2026 Jul 24, 2026
Midwest Professional Planners, LTD. History No change 22,018 2,082 0.41% 0.41% 473 0 0.0% Q2 2026 Aug 05, 2026
Fortitude Advisory Group L.L.C. History No change 21,943 2,075 0.79% 0.79% 474 0 0.0% Q2 2026 Jul 22, 2026
FIRST AMERICAN TRUST, FSB History No change 21,855 2,066 0.12% 0.12% 475 0 0.0% Q2 2026 Aug 10, 2026
EAGLE GLOBAL ADVISORS LLC History No change 21,547 2,037 0.07% 0.07% 476 0 0.0% Q2 2026 Jul 30, 2026
5T Wealth, LLC History No change 21,536 2,036 0.76% 0.76% 477 0 0.0% Q2 2026 Jul 21, 2026
First International Bank of Israel Ltd. History No change 21,374 2,021 0.55% 0.55% 478 0 0.0% Q2 2026 Aug 12, 2026
Formidable Asset Management, LLC History No change 21,170 2,020 0.32% 0.32% 479 0 0.0% Q2 2026 Jul 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 21,300 2,014 0.41% 0.41% 480 0 0.0% Q2 2026 Jul 17, 2026
Midwest Trust Co History No change 21,197 2,004 0.02% 0.02% 481 0 0.0% Q2 2026 Aug 04, 2026
Advyzon Investment Management, LLC History No change 21,179 2,002 0.15% 0.15% 482 0 0.0% Q2 2026 Aug 14, 2026
DMC Group, LLC History No change 21,025 1,988 1.36% 1.36% 483 0 0.0% Q2 2026 Jul 28, 2026
Prism Advisors, Inc. History Added to 21,929 1,961 0.49% 0.38% 484 +5,510 33.56% Q3 2026 Oct 09, 2026
Central Pacific Bank - Trust Division History Reduced 21,815 1,948 0.2% 0.21% 485 -400 -1.8% Q3 2026 Oct 05, 2026
Raleigh Capital Management Inc. History No change 20,440 1,932 0.62% 0.62% 486 0 0.0% Q2 2026 Jul 21, 2026
EHRLICH FINANCIAL GROUP History No change 20,416 1,930 0.99% 0.99% 487 0 0.0% Q2 2026 Jul 09, 2026
PW ADVISORS, LLC \ FL History No change 20,380 1,927 1.29% 1.29% 488 0 0.0% Q2 2026 Aug 06, 2026
SURIENCE PRIVATE WEALTH LLC History No change 20,137 1,904 1.67% 1.67% 489 0 0.0% Q2 2026 Jul 24, 2026
Titiun Yejiel History No change 20,034 1,894 1.64% 1.64% 490 0 0.0% Q2 2026 Aug 06, 2026
Biondo Investment Advisors, LLC History No change 19,965 1,888 0.23% 0.23% 491 0 0.0% Q2 2026 Aug 13, 2026
Robinson Value Management, Ltd. History No change 19,828 1,875 1.0% 1.0% 492 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS ADVISORS, LLC History No change 19,799 1,872 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 14, 2026
Atlas Brown,Inc. History Added to 20,878 1,864 0.49% 0.51% 494 +679 3.36% Q3 2026 Oct 09, 2026
Legacy Wealth Managment, LLC/ID History No change 19,407 1,835 0.76% 0.76% 495 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 19,372 1,832 0.19% 0.19% 496 0 0.0% Q2 2026 Jul 30, 2026
Prentice Wealth Management LLC History No change 19,286 1,823 0.38% 0.38% 497 0 0.0% Q2 2026 Jul 15, 2026
Israel Discount Bank of New York History No change 19,113 1,807 3.35% 3.35% 498 0 0.0% Q2 2026 Jul 07, 2026
FLP Wealth Management, LLC History No change 18,828 1,780 3.17% 3.17% 499 0 0.0% Q2 2026 Jul 28, 2026
Cyndeo Wealth Partners, LLC History No change 18,572 1,756 0.08% 0.08% 500 0 0.0% Q2 2026 Jul 21, 2026
Csenge Advisory Group History No change 18,264 1,727 0.07% 0.07% 501 0 0.0% Q2 2026 Aug 10, 2026
Cresset Asset Management, LLC History No change 18,142 1,715 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 14, 2026
ShoreHaven Wealth Partners, LLC History No change 18,052 1,707 0.54% 0.54% 503 0 0.0% Q2 2026 Jul 14, 2026
United Asset Strategies, Inc. History No change 17,951 1,697 0.12% 0.12% 504 0 0.0% Q2 2026 Jul 13, 2026
GC Wealth Management RIA, LLC History No change 17,936 1,696 0.1% 0.1% 505 0 0.0% Q2 2026 Jul 16, 2026
Matrix Trust Co History Reduced 18,960 1,693 0.25% 0.26% 506 -299 -1.55% Q3 2026 Oct 07, 2026
waypoint wealth counsel History No change 17,784 1,681 1.05% 1.05% 507 0 0.0% Q2 2026 Aug 04, 2026
Ferguson Shapiro LLC History No change 17,543 1,659 0.49% 0.49% 508 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Advisory Services, LLC History No change 17,422 1,647 0.1% 0.1% 509 0 0.0% Q2 2026 Jul 23, 2026
DELPHI FINANCIAL GROUP, INC. History No change 17,400 1,645 0.81% 0.81% 510 0 0.0% Q2 2026 Aug 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 17,370 1,642 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 17,230 1,629 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 17,198 1,626 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 11, 2026
Independent Advisor Alliance History No change 17,055 1,612 0.04% 0.04% 514 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 16,898 1,598 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 07, 2026
Valtrion Capital Management, LLC History No change 16,716 1,580 1.18% 1.18% 516 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIENT ADVISORS LLC History No change 16,630 1,572 0.23% 0.23% 517 0 0.0% Q2 2026 Aug 07, 2026
Maltin Wealth Management, Inc. History No change 16,605 1,570 0.53% 0.53% 518 0 0.0% Q2 2026 Jul 22, 2026
National Philanthropic Trust History No change 16,432 1,553 0.02% 0.02% 519 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 16,373 1,548 0.02% 0.02% 520 0 0.0% Q2 2026 Aug 10, 2026
Keebeck Wealth Management History No change 16,342 1,545 0.15% 0.15% 521 0 0.0% Q2 2026 Aug 11, 2026
Entelevest, LLC History No change 16,302 1,541 1.32% 1.32% 522 0 0.0% Q2 2026 Jul 22, 2026
Invst, LLC History No change 16,282 1,539 0.15% 0.15% 523 0 0.0% Q2 2026 Aug 14, 2026
SevenBridge Financial Group, LLC History No change 16,444 1,532 0.23% 0.23% 524 0 0.0% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History No change 16,089 1,521 0.06% 0.06% 525 0 0.0% Q2 2026 Aug 14, 2026
IBEX WEALTH ADVISORS History No change 16,036 1,516 0.12% 0.12% 526 0 0.0% Q2 2026 Jul 27, 2026
Cadia Private Client LLC History No change 15,846 1,498 1.07% 1.07% 527 0 0.0% Q2 2026 Aug 11, 2026
Glaxis Capital Management, LLC History No change 15,840 1,497 3.01% 3.01% 528 0 0.0% Q2 2026 Aug 10, 2026
FIRST HORIZON CORP History No change 15,816 1,495 0.06% 0.06% 529 0 0.0% Q2 2026 Jul 20, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 15,818 1,495 0.37% 0.37% 530 0 0.0% Q2 2026 Jul 30, 2026
Cascades Capital Asset Management, LLC History No change 15,658 1,480 0.55% 0.55% 531 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 15,589 1,473 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 20, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 15,533 1,468 0.36% 0.36% 533 0 0.0% Q2 2026 Jul 09, 2026
Stratos Wealth Partners, LTD. History No change 15,463 1,462 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 15,315 1,448 0.04% 0.04% 535 0 0.0% Q2 2026 Jul 28, 2026
Henderson Brothers Financial Partners, LLC History No change 15,283 1,445 0.68% 0.68% 536 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 15,279 1,444 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 11, 2026
FFT WEALTH MANAGEMENT LLC History No change 15,182 1,435 0.22% 0.22% 538 0 0.0% Q2 2026 Jul 27, 2026
Clarity Financial LLC History No change 15,086 1,426 0.12% 0.12% 539 0 0.0% Q2 2026 Jul 20, 2026
CABANA LLC History No change 14,868 1,406 10.6% 10.6% 540 0 0.0% Q2 2026 Jul 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 14,866 1,405 0.05% 0.05% 541 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 14,848 1,404 0.09% 0.09% 542 0 0.0% Q2 2026 Aug 12, 2026
One Degree Advisors Inc History No change 14,938 1,404 0.31% 0.31% 543 0 0.0% Q2 2026 Jul 31, 2026
Gerber Kawasaki Wealth & Investment Management History No change 14,794 1,399 0.04% 0.04% 544 0 0.0% Q2 2026 Aug 07, 2026
WealthTrust Asset Management, LLC History No change 14,792 1,398 0.76% 0.76% 545 0 0.0% Q2 2026 Jul 27, 2026
Wallace Advisory Group, LLC History No change 14,669 1,387 1.3% 1.3% 546 0 0.0% Q2 2026 Aug 03, 2026
Generation Capital Management LLC History No change 14,636 1,384 0.85% 0.85% 547 0 0.0% Q2 2026 Aug 13, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 14,541 1,375 0.95% 0.95% 548 0 0.0% Q2 2026 Aug 11, 2026
CCG WEALTH MANAGEMENT, LLC History No change 14,470 1,368 0.32% 0.32% 549 0 0.0% Q2 2026 Aug 07, 2026
IF Advisors, LLC History No change 14,412 1,362 0.9% 0.9% 550 0 0.0% Q2 2026 Aug 13, 2026
Dedeker Financial LLC History No change 14,311 1,353 0.77% 0.77% 551 0 0.0% Q2 2026 Aug 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 14,210 1,343 0.09% 0.09% 552 0 0.0% Q2 2026 Aug 05, 2026
Gotham Asset Management, LLC History No change 14,177 1,340 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 14, 2026
BCM ADVISORS, LLC History No change 14,322 1,332 0.26% 0.26% 554 0 0.0% Q2 2026 Jul 28, 2026
HARBOUR INVESTMENTS, INC. History No change 13,963 1,320 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 14,095 1,320 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD SECURITIES, INC. History No change 13,901 1,314 0.07% 0.07% 557 0 0.0% Q2 2026 Jul 15, 2026
Summa Corp. History No change 13,827 1,307 0.41% 0.41% 558 0 0.0% Q2 2026 Aug 06, 2026
HUB Investment Partners, LLC History No change 13,742 1,299 0.02% 0.02% 559 0 0.0% Q2 2026 Jul 31, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 13,713 1,296 0.03% 0.03% 560 0 0.0% Q2 2026 Jul 31, 2026
MISSION WEALTH MANAGEMENT, LP History No change 13,657 1,291 0.02% 0.02% 561 0 0.0% Q2 2026 Jul 20, 2026
LexAurum Advisors, LLC History No change 13,578 1,284 0.15% 0.15% 562 0 0.0% Q2 2026 Jul 15, 2026
Zhang Financial LLC History No change 13,571 1,283 0.04% 0.04% 563 0 0.0% Q2 2026 Jul 30, 2026
WCG Wealth Advisors LLC History No change 13,568 1,283 0.03% 0.03% 564 0 0.0% Q2 2026 Aug 14, 2026
Center For Asset Management LLC History No change 13,537 1,280 0.57% 0.57% 565 0 0.0% Q2 2026 Jul 27, 2026
REGIONS FINANCIAL CORP History No change 13,509 1,277 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 10, 2026
Rollins Financial Advisors, LLC History No change 13,351 1,262 0.17% 0.17% 567 0 0.0% Q2 2026 Aug 04, 2026
17 CAPITAL PARTNERS, LLC History No change 13,319 1,259 0.57% 0.57% 568 0 0.0% Q2 2026 Aug 06, 2026
Sound View Wealth Advisors Group, LLC History No change 13,253 1,253 0.08% 0.08% 569 0 0.0% Q2 2026 Aug 11, 2026
Voya Financial Advisors, Inc. History No change 12,879 1,224 0.11% 0.11% 570 0 0.0% Q2 2026 Aug 12, 2026
Redwood Investment Management, LLC History No change 12,930 1,223 0.12% 0.12% 571 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 12,889 1,218 0.16% 0.16% 572 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 12,845 1,214 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 12,762 1,206 0.07% 0.07% 574 0 0.0% Q2 2026 Aug 11, 2026
Mayflower Financial Advisors, LLC History No change 12,762 1,206 0.1% 0.1% 575 0 0.0% Q2 2026 Jul 09, 2026
Checchi Capital Advisers, LLC History No change 12,711 1,202 0.05% 0.05% 576 0 0.0% Q2 2026 Aug 04, 2026
EFG International AG History No change 12,718 1,202 0.02% 0.02% 577 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 12,675 1,198 0.01% 0.01% 578 0 0.0% Q2 2026 Jul 17, 2026
FLAGSTAR SECURITIES, INC History No change 12,436 1,176 0.36% 0.36% 579 0 0.0% Q2 2026 Jul 15, 2026
Integras Partners LLC History No change 12,403 1,172 0.65% 0.65% 580 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 12,416 1,167 0.07% 0.07% 581 0 0.0% Q2 2026 Jul 22, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 13,046 1,165 0.79% 0.77% 582 +1,326 11.31% Q3 2026 Oct 09, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 12,317 1,164 0.16% 0.16% 583 0 0.0% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 12,134 1,147 0.04% 0.04% 584 0 0.0% Q2 2026 Jul 23, 2026
TriaGen Wealth Management LLC History No change 12,098 1,144 0.29% 0.29% 585 0 0.0% Q2 2026 Jul 21, 2026
BANQUE PICTET & CIE SA History No change 11,976 1,132 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 24, 2026
Lifetime Wealth Management P.C. History No change 11,955 1,130 0.66% 0.66% 587 0 0.0% Q2 2026 Aug 14, 2026
KICKSTAND VENTURES, LLC. History No change 11,883 1,123 0.2% 0.2% 588 0 0.0% Q2 2026 Jul 30, 2026
Cosner Financial Group, LLC History No change 11,834 1,119 0.57% 0.57% 589 0 0.0% Q2 2026 Aug 10, 2026
SeaCrest Wealth Management, LLC History No change 11,665 1,103 0.12% 0.12% 590 0 0.0% Q2 2026 Jul 09, 2026
Forza Wealth Management, LLC History No change 11,615 1,098 0.34% 0.34% 591 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Advisor Solutions, LLC History No change 11,530 1,090 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE TRUST CO NA History No change 11,472 1,084 0.09% 0.09% 593 0 0.0% Q2 2026 Jul 28, 2026
Brookwood Investment Group LLC History No change 11,456 1,083 0.12% 0.12% 594 0 0.0% Q2 2026 Jul 23, 2026
LEIGH BALDWIN & CO., LLC History No change 11,449 1,082 0.58% 0.58% 595 0 0.0% Q2 2026 Aug 13, 2026
Lewis Asset Management, LLC History No change 11,418 1,079 0.38% 0.38% 596 0 0.0% Q2 2026 Jul 21, 2026
NDWM LLC History No change 11,163 1,055 0.62% 0.62% 597 0 0.0% Q2 2026 Jul 23, 2026
Carr Financial Group Corp History No change 11,053 1,045 0.24% 0.24% 598 0 0.0% Q2 2026 Aug 06, 2026
Paragon Private Wealth Management, LLC History No change 10,952 1,035 0.27% 0.27% 599 0 0.0% Q2 2026 Jul 28, 2026
HANOVER ADVISORS INC History No change 10,942 1,034 0.37% 0.37% 600 0 0.0% Q2 2026 Aug 12, 2026
Maridea Wealth Management LLC History No change 10,812 1,022 0.11% 0.11% 601 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 10,706 1,012 0.05% 0.05% 602 0 0.0% Q2 2026 Aug 14, 2026
Union Bancaire Privee, UBP SA History No change 10,457 994 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 16, 2026
Veltria Advisors Corp. History No change 10,515 994 1.5% 1.5% 604 0 0.0% Q2 2026 Aug 14, 2026
Financial Network Wealth Advisors LLC History No change 10,510 993 1.01% 1.01% 605 0 0.0% Q2 2026 Jul 29, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 10,470 990 0.13% 0.13% 606 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 10,448 988 0.03% 0.03% 607 0 0.0% Q2 2026 Jul 13, 2026
Evolution Wealth Advisors, LLC History No change 10,382 981 0.11% 0.11% 608 0 0.0% Q2 2026 Jul 29, 2026
CREDIT AGRICOLE S A History No change 10,245 968 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 14, 2026
Blue Edge Capital, LLC History No change 10,144 959 0.12% 0.12% 610 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 10,043 949 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 11, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 10,033 948 0.43% 0.43% 612 0 0.0% Q2 2026 Jul 29, 2026
Texas Bank & Trust Co History No change 10,010 946 0.31% 0.31% 613 0 0.0% Q2 2026 Jul 31, 2026
King Wealth Management Group History No change 9,980 944 0.1% 0.1% 614 0 0.0% Q2 2026 Aug 05, 2026
Fortune Financial Advisors, LLC History No change 9,945 940 0.4% 0.4% 615 0 0.0% Q2 2026 Jul 22, 2026
Moors & Cabot, Inc. History No change 9,931 939 0.04% 0.04% 616 0 0.0% Q2 2026 Aug 10, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 9,882 934 0.25% 0.25% 617 0 0.0% Q2 2026 Aug 07, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 9,859 932 0.15% 0.15% 618 0 0.0% Q2 2026 Aug 07, 2026
OLD MISSION CAPITAL LLC History No change 1,460,500 928 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 14, 2026
Ethos Financial Group, LLC History No change 9,769 923 0.06% 0.06% 620 0 0.0% Q2 2026 Aug 07, 2026
Paladin Partners, LLC History No change 10,226 913 0.56% 0.64% 621 0 0.0% Q3 2026 Oct 06, 2026
Robertson Stephens Wealth Management, LLC History No change 9,649 912 0.02% 0.02% 622 0 0.0% Q2 2026 Jul 29, 2026
BENJAMIN EDWARDS INC History No change 9,628 910 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 24, 2026
Benin Management CORP History No change 9,555 903 0.18% 0.18% 624 0 0.0% Q2 2026 Jul 15, 2026
Gateway Wealth Partners, LLC History No change 9,492 897 0.05% 0.05% 625 0 0.0% Q2 2026 Aug 04, 2026
VERUS CAPITAL PARTNERS, LLC History No change 9,370 886 0.05% 0.05% 626 0 0.0% Q2 2026 Aug 06, 2026
GROUP ONE TRADING LLC History No change 9,326 881 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 13, 2026
MMBG INVESTMENT ADVISORS CO. History No change 9,304 879 0.07% 0.07% 628 0 0.0% Q2 2026 Aug 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 9,271 877 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Wealth Management, LLC History No change 9,238 873 0.13% 0.13% 630 0 0.0% Q2 2026 Jul 30, 2026
Gladstone Institutional Advisory LLC History No change 9,122 862 0.03% 0.03% 631 0 0.0% Q2 2026 Jul 27, 2026
Two West Capital Advisors LLC History No change 9,212 861 0.43% 0.43% 632 0 0.0% Q2 2026 Jul 22, 2026
TCP Asset Management, LLC History No change 9,076 858 0.1% 0.1% 633 0 0.0% Q2 2026 Jul 15, 2026
Addis & Hill, Inc History No change 9,078 858 0.47% 0.47% 634 0 0.0% Q2 2026 Jul 07, 2026
Tandem Financial, LLC History No change 9,035 854 0.26% 0.26% 635 0 0.0% Q2 2026 Aug 13, 2026
PRAIRIE ADVISORY, LLC History No change 9,034 854 0.2% 0.2% 636 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 8,983 849 0.02% 0.02% 637 0 0.0% Q2 2026 Jul 22, 2026
First Citizens Asset Management, Inc. History No change 8,987 849 0.27% 0.27% 638 0 0.0% Q2 2026 Jul 17, 2026
B. Riley Wealth Advisors, Inc. History No change 8,856 841 0.05% 0.05% 639 0 0.0% Q2 2026 Jul 14, 2026
Roundview Capital LLC History No change 8,839 835 0.05% 0.05% 640 0 0.0% Q2 2026 Jul 30, 2026
Clearstead Advisors, LLC History No change 8,789 831 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 06, 2026
BANK HAPOALIM BM History No change 8,777 830 0.06% 0.06% 642 0 0.0% Q2 2026 Aug 05, 2026
Bayshore Capital Advisors, LLC History No change 8,685 821 0.38% 0.38% 643 0 0.0% Q2 2026 Jul 22, 2026
FDx Advisors, Inc. History No change 8,655 818 0.25% 0.25% 644 0 0.0% Q2 2026 Aug 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 8,508 804 0.02% 0.02% 645 0 0.0% Q2 2026 Aug 10, 2026
Fiduciary Alliance LLC History No change 8,512 804 0.05% 0.05% 646 0 0.0% Q2 2026 Jul 20, 2026
NWAM LLC History No change 8,433 797 0.04% 0.04% 647 0 0.0% Q2 2026 Jul 23, 2026
BLAIR WILLIAM & CO/IL History No change 8,388 793 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 11, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 8,362 790 1.03% 1.03% 649 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 8,326 787 0.01% 0.01% 650 0 0.0% Q2 2026 Jul 22, 2026
Signal Advisors Wealth, LLC History No change 8,308 785 0.04% 0.04% 651 0 0.0% Q2 2026 Aug 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 8,217 777 0.01% 0.01% 652 0 0.0% Q2 2026 Jul 28, 2026
LightSquare Wealth Management, LLC History No change 8,216 776 0.53% 0.53% 653 0 0.0% Q2 2026 Aug 03, 2026
Hoxton Planning & Management, LLC History No change 8,180 773 0.2% 0.2% 654 0 0.0% Q2 2026 Jul 16, 2026
Apella Capital, LLC History Added to 8,554 762 0.01% 0.01% 655 +40 0.47% Q3 2026 Oct 08, 2026
Legacy Private Trust Co. History Reduced 8,493 758 0.04% 0.08% 656 -6,395 -42.95% Q3 2026 Oct 06, 2026
Kovack Advisors, Inc. History No change 8,037 758 0.04% 0.04% 657 0 0.0% Q2 2026 Jul 28, 2026
OpenArc Corporate Advisory, LLC History No change 7,922 749 0.01% 0.01% 658 0 0.0% Q2 2026 Aug 05, 2026
Advance Capital Management, Inc. History No change 7,876 744 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 12, 2026
International Private Wealth Advisors LLC History No change 7,826 740 0.38% 0.38% 660 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History Added to 8,234 735 0.02% 0.02% 661 +613 8.04% Q3 2026 Oct 05, 2026
Freestone Capital Holdings, LLC History No change 7,750 732 0.02% 0.02% 662 0 0.0% Q2 2026 Jul 31, 2026
Pathstone Holdings, LLC History No change 7,744 732 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 13, 2026
CATALYST PRIVATE WEALTH, LLC History No change 7,713 729 0.35% 0.35% 664 0 0.0% Q2 2026 Jul 21, 2026
CoreCap Advisors, LLC History Added to 8,040 718 0.02% 0.01% 665 +5,159 179.07% Q3 2026 Oct 08, 2026
First Heartland Consultants, Inc. History Added to 8,015 715 0.05% 0.05% 666 +333 4.33% Q3 2026 Oct 08, 2026
KG Capital Management History No change 7,560 714 0.42% 0.42% 667 0 0.0% Q2 2026 Aug 07, 2026
Caitlin John, LLC History No change 7,549 713 0.39% 0.39% 668 0 0.0% Q2 2026 Aug 17, 2026
Narus Financial Partners, LLC History No change 7,528 711 0.18% 0.18% 669 0 0.0% Q2 2026 Jul 31, 2026
Obermeyer Wealth Partners History No change 7,420 701 0.03% 0.03% 670 0 0.0% Q2 2026 Jul 29, 2026
Shared Vision Wealth Group LLC History No change 7,399 699 0.24% 0.24% 671 0 0.0% Q2 2026 Jul 31, 2026
Bryn Mawr Trust Advisors, LLC History No change 7,329 693 0.03% 0.03% 672 0 0.0% Q2 2026 Aug 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 7,318 692 0.07% 0.07% 673 0 0.0% Q2 2026 Jul 22, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 7,295 689 0.02% 0.02% 674 0 0.0% Q2 2026 Aug 17, 2026
Orcam Financial Group History No change 7,278 688 0.34% 0.34% 675 0 0.0% Q2 2026 Aug 13, 2026
Beverly Hills Private Wealth, LLC History No change 7,265 687 0.13% 0.13% 676 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 7,242 684 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 17, 2026
Core Wealth Partners LLC History No change 7,201 680 0.29% 0.29% 678 0 0.0% Q2 2026 Jul 17, 2026
NORDEN GROUP LLC History No change 7,064 668 0.05% 0.05% 679 0 0.0% Q2 2026 Jul 29, 2026
Banque Transatlantique SA History No change 6,997 661 0.01% 0.01% 680 0 0.0% Q2 2026 Jul 30, 2026
Rockingstone Advisors LLC History No change 6,955 657 0.26% 0.26% 681 0 0.0% Q2 2026 Jul 13, 2026
HSBC HOLDINGS PLC History No change 6,917 654 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 14, 2026
Bedminster, LLC History No change 6,917 654 0.56% 0.56% 683 0 0.0% Q2 2026 Aug 04, 2026
Connecticut Wealth Management, LLC History No change 6,890 651 0.02% 0.02% 684 0 0.0% Q2 2026 Jul 29, 2026
Hamilton Capital, LLC History Added to 7,223 645 0.04% 0.03% 685 +1,120 18.35% Q3 2026 Oct 08, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 6,784 641 0.04% 0.04% 686 0 0.0% Q2 2026 Aug 07, 2026
AMARILLO NATIONAL BANK History No change 6,770 640 0.1% 0.1% 687 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Wealth Management Group, Inc. History No change 6,746 637 0.3% 0.3% 688 0 0.0% Q2 2026 Jul 15, 2026
Brickley Wealth Management History No change 6,723 635 0.09% 0.09% 689 0 0.0% Q2 2026 Jul 13, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 6,682 631 0.34% 0.34% 690 0 0.0% Q2 2026 Jul 24, 2026
Seelaus Asset Management LLC History No change 6,665 630 0.44% 0.44% 691 0 0.0% Q2 2026 Jul 16, 2026
Wealthspire Advisors, LLC History No change 6,662 629 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 11, 2026
ARWA LLC History No change 6,707 628 0.26% 0.26% 693 0 0.0% Q2 2026 Jul 24, 2026
American Institute for Advanced Investment Management, LLP History No change 6,625 626 0.36% 0.36% 694 0 0.0% Q2 2026 Jul 21, 2026
Ameritas Advisory Services, LLC History No change 6,619 626 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 14, 2026
Quadcap Wealth Management, LLC History No change 6,620 626 0.06% 0.06% 696 0 0.0% Q2 2026 Jul 31, 2026
Cambridge Advisors Inc. History No change 6,571 621 0.11% 0.11% 697 0 0.0% Q2 2026 Jul 16, 2026
Ascension Capital Advisors, Inc. History No change 6,567 621 0.17% 0.17% 698 0 0.0% Q2 2026 Jul 27, 2026
Hyundai Investments Co., Ltd. History No change 6,471 615 0.67% 0.67% 699 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 6,495 614 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 13, 2026
PATTEN & PATTEN INC/TN History No change 6,397 604 0.03% 0.03% 701 0 0.0% Q2 2026 Aug 05, 2026
Faithward Advisors, LLC History No change 6,388 604 0.07% 0.07% 702 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Capital Management, LLC History No change 6,323 598 0.14% 0.14% 703 0 0.0% Q2 2026 Aug 13, 2026
Goelzer Investment Management, Inc. History No change 6,310 596 0.03% 0.03% 704 0 0.0% Q2 2026 Jul 14, 2026
City Center Advisors, LLC History Added to 6,595 588 0.45% 0.45% 706 +748 12.79% Q3 2026 Oct 07, 2026
Archer Investment Corp History No change 6,221 588 0.12% 0.12% 705 0 0.0% Q2 2026 Aug 03, 2026
Independence Financial Advisors, LLC History Reduced 6,551 585 0.15% 0.35% 707 -7,805 -54.37% Q3 2026 Oct 08, 2026
Vectors Research Management, LLC History No change 6,165 583 0.15% 0.15% 708 0 0.0% Q2 2026 Jul 29, 2026
RIK SAYLOR FINANCIAL, INC. History No change 6,159 582 0.39% 0.39% 709 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY TRUST CO History No change 6,153 581 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History No change 6,146 581 0.02% 0.02% 711 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 6,145 581 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 21, 2026
HORAN Wealth, LLC History No change 6,114 578 0.07% 0.07% 713 0 0.0% Q2 2026 Aug 26, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 6,063 573 0.21% 0.21% 714 0 0.0% Q2 2026 Jul 15, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 6,066 573 0.11% 0.11% 715 0 0.0% Q2 2026 Aug 06, 2026
Ballast Rock Private Wealth LLC History No change 6,060 573 0.26% 0.26% 716 0 0.0% Q2 2026 Aug 10, 2026
Claro Advisors Inc. History No change 6,041 571 0.06% 0.06% 717 0 0.0% Q2 2026 Jul 30, 2026
Turim 21 Investimentos Ltda. History No change 6,026 569 0.09% 0.09% 718 0 0.0% Q2 2026 Aug 10, 2026
Andina Capital Management, LLC History No change 5,954 563 0.91% 0.91% 719 0 0.0% Q2 2026 Aug 05, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 5,982 562 0.37% 0.37% 720 0 0.0% Q2 2026 Jul 06, 2026
Icon Wealth Advisors, LLC History No change 5,931 560 0.03% 0.03% 721 0 0.0% Q2 2026 Aug 05, 2026
Cypress Wealth Services, LLC History No change 5,870 555 0.07% 0.07% 722 0 0.0% Q2 2026 Jul 10, 2026
E&G Advisors, LLC History No change 5,762 544 0.11% 0.11% 723 0 0.0% Q2 2026 Jul 23, 2026
Headlands Technologies LLC History No change 5,737 542 0.06% 0.06% 724 0 0.0% Q2 2026 Aug 12, 2026
Detalus Advisors, LLC History No change 5,722 541 0.11% 0.11% 725 0 0.0% Q2 2026 Jul 27, 2026
Kinloch Capital, LLC History No change 5,722 541 0.2% 0.2% 726 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 5,731 541 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 11, 2026
D L CARLSON INVESTMENT GROUP INC History No change 5,715 540 0.09% 0.09% 728 0 0.0% Q2 2026 Aug 11, 2026
Global View Capital Management LLC History No change 5,702 539 0.11% 0.11% 729 0 0.0% Q2 2026 Jul 23, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 5,658 535 0.82% 0.82% 730 0 0.0% Q2 2026 Jul 16, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 5,656 534 0.03% 0.03% 731 0 0.0% Q2 2026 Aug 03, 2026
Triumph Capital Management History No change 5,625 531 0.1% 0.1% 732 0 0.0% Q2 2026 Jul 20, 2026
J.E. Simmons & Co., P.C. History No change 5,600 529 0.3% 0.3% 733 0 0.0% Q2 2026 Jul 15, 2026
BEACON FINANCIAL GROUP History No change 5,587 528 0.05% 0.05% 734 0 0.0% Q2 2026 Jul 16, 2026
XY Planning Network, Inc. History No change 5,562 525 0.07% 0.07% 735 0 0.0% Q2 2026 Jul 14, 2026
ASSOCIATED BANC-CORP History No change 5,517 521 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 31, 2026
Montecito Bank & Trust History Added to 5,832 520 0.08% 0.07% 737 +578 11.0% Q3 2026 Oct 01, 2026
DEUTSCHE BANK AG\ History No change 5,400 510 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Consulting Group, LLC History No change 5,399 510 0.02% 0.02% 739 0 0.0% Q2 2026 Aug 13, 2026
WEST MICHIGAN ADVISORS, LLC History No change 5,391 509 0.1% 0.1% 740 0 0.0% Q2 2026 Aug 21, 2026
Ashton Thomas Private Wealth, LLC History No change 5,387 509 0.01% 0.01% 741 0 0.0% Q2 2026 Jul 29, 2026
AlTi Global, Inc. History No change 5,373 508 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 05, 2026
Canvas Wealth Advisors, LLC History No change 5,300 501 0.07% 0.07% 743 0 0.0% Q2 2026 Jul 10, 2026
ZACKS INVESTMENT MANAGEMENT History No change 5,234 495 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 13, 2026
WealthShield Partners, LLC History No change 5,239 495 0.08% 0.08% 745 0 0.0% Q2 2026 Aug 12, 2026
SAPIENT CAPITAL LLC History Reduced 5,501 491 0.01% 0.01% 746 -553 -9.13% Q3 2026 Oct 08, 2026
M3 Advisory Group, LLC History No change 5,199 491 0.25% 0.25% 747 0 0.0% Q2 2026 Jul 24, 2026
Cresta Advisors, Ltd. History No change 5,140 486 0.17% 0.17% 748 0 0.0% Q2 2026 Jul 22, 2026
Innova Wealth Partners History No change 5,136 485 0.2% 0.2% 749 0 0.0% Q2 2026 Jul 15, 2026
Acorn Wealth Advisors, LLC History No change 5,099 482 0.12% 0.12% 750 0 0.0% Q2 2026 Jul 30, 2026
Asset Management One Co., Ltd. History No change 5,096 481 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 28, 2026
SHARPEPOINT LLC History No change 5,091 481 0.24% 0.24% 752 0 0.0% Q2 2026 Jul 29, 2026
Callan Family Office, LLC History No change 5,030 475 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 11, 2026
Omnia Family Wealth, LLC History No change 5,000 472 0.13% 0.13% 754 0 0.0% Q2 2026 Jul 09, 2026
Facet Wealth, Inc. History No change 4,983 471 0.01% 0.01% 755 0 0.0% Q2 2026 Jul 27, 2026
Patriot Financial Group Insurance Agency, LLC History No change 4,972 470 0.05% 0.05% 756 0 0.0% Q2 2026 Jul 16, 2026
Ducere Wealth Management LLC History No change 4,954 468 0.14% 0.14% 757 0 0.0% Q2 2026 Jul 28, 2026
Fiduciary Wealth Partners, LLC History No change 4,936 466 0.26% 0.26% 758 0 0.0% Q2 2026 Jul 29, 2026
Intergy Private Wealth, LLC History No change 4,887 462 0.11% 0.11% 759 0 0.0% Q2 2026 Jul 17, 2026
Maia Wealth LLC History No change 4,895 462 0.07% 0.07% 760 0 0.0% Q2 2026 Jul 28, 2026
Retirement Planning Group, LLC History No change 4,867 460 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 05, 2026
WELLINGTON-ALTUS USA INC. History No change 4,830 460 0.33% 0.33% 762 0 0.0% Q2 2026 Sep 17, 2026
Bluespring Wealth Management, LLC History No change 4,835 457 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisors, LLC History No change 4,798 453 0.01% 0.01% 764 0 0.0% Q2 2026 Aug 06, 2026
CAMBIAR INVESTORS LLC History No change 4,740 448 0.02% 0.02% 765 0 0.0% Q2 2026 Jul 31, 2026
AQR CAPITAL MANAGEMENT LLC History No change 4,726 446 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 14, 2026
DKM Wealth Management, Inc. History No change 4,702 444 0.29% 0.29% 767 0 0.0% Q2 2026 Jul 30, 2026
SouthState Bank Corp History No change 4,619 436 0.02% 0.02% 768 0 0.0% Q2 2026 Aug 06, 2026
Tyche Wealth Partners LLC History No change 4,601 435 0.06% 0.06% 769 0 0.0% Q2 2026 Aug 06, 2026
Savvy Advisors, Inc. History No change 4,572 432 0.01% 0.01% 770 0 0.0% Q2 2026 Aug 03, 2026
Markin Asset Management, LP History No change 4,578 432 0.37% 0.37% 771 0 0.0% Q2 2026 Jul 13, 2026
Joel Adams & Associates, Inc. History No change 4,549 430 0.28% 0.28% 772 0 0.0% Q2 2026 Aug 06, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 4,496 425 0.05% 0.05% 773 0 0.0% Q2 2026 Jul 09, 2026
Legacy PCG, LLC History No change 4,576 424 2.05% 2.05% 774 0 0.0% Q2 2026 Aug 12, 2026
SEEDS INVESTOR LLC History No change 4,474 423 0.04% 0.04% 775 0 0.0% Q2 2026 Aug 12, 2026
Axis Wealth Partners, LLC History No change 4,473 423 0.2% 0.2% 776 0 0.0% Q2 2026 Jul 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4,469 422 0.02% 0.02% 777 0 0.0% Q2 2026 Jul 28, 2026
Net Worth Advisory Group History No change 4,460 421 0.11% 0.11% 778 0 0.0% Q2 2026 Jul 13, 2026
BridgePort Financial Solutions, LLC History No change 4,445 420 0.11% 0.11% 779 0 0.0% Q2 2026 Jul 24, 2026
CWC Advisors, LLC. History No change 4,386 414 0.18% 0.18% 780 0 0.0% Q2 2026 Jul 21, 2026
Avidian Wealth Enterprises, LLC History Reduced 4,626 413 0.01% 0.03% 781 -8,323 -64.28% Q3 2026 Oct 08, 2026
M&T BANK CORP History No change 4,363 412 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 04, 2026
Trek Financial, LLC History No change 4,362 412 0.02% 0.02% 783 0 0.0% Q2 2026 Aug 13, 2026
Capital Asset Advisory Services LLC History No change 4,304 407 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 4,296 406 0.17% 0.17% 785 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ALLIANCE, LLC History No change 4,289 405 0.03% 0.03% 786 0 0.0% Q2 2026 Aug 11, 2026
One Wealth Advisors, LLC History No change 4,262 403 0.04% 0.04% 787 0 0.0% Q2 2026 Aug 06, 2026
Realta Investment Advisors History No change 4,243 401 0.12% 0.12% 788 0 0.0% Q2 2026 Jul 20, 2026
TRAN CAPITAL MANAGEMENT, L.P. History No change 4,230 400 0.05% 0.05% 789 0 0.0% Q2 2026 Jul 15, 2026
Financial & Tax Architects, LLC History No change 4,171 394 0.08% 0.08% 790 0 0.0% Q2 2026 Jul 23, 2026
Perennial Investment Advisors, LLC History No change 4,166 394 0.03% 0.03% 791 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 4,160 393 0.04% 0.04% 792 0 0.0% Q2 2026 Aug 13, 2026
Berger Financial Group, Inc History No change 4,138 391 0.02% 0.02% 793 0 0.0% Q2 2026 Aug 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 4,113 388 0.01% 0.01% 794 0 0.0% Q2 2026 Jul 14, 2026
UMB Bank, n.a. History No change 4,095 387 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 4,100 387 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 10, 2026
Valmark Advisers, Inc. History No change 4,076 385 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 06, 2026
EJMK Ventures LLC History No change 4,043 382 0.17% 0.17% 798 0 0.0% Q2 2026 Aug 06, 2026
Stanley-Laman Group, Ltd. History No change 4,000 378 0.04% 0.04% 799 0 0.0% Q2 2026 Aug 05, 2026
HBK Sorce Advisory LLC History No change 4,040 376 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 06, 2026
Inspire Advisors, LLC History No change 3,983 376 0.03% 0.03% 801 0 0.0% Q2 2026 Aug 13, 2026
IMG Wealth Management, Inc. History No change 3,969 375 0.21% 0.21% 802 0 0.0% Q2 2026 Aug 07, 2026
American Financial Advisors, LLC History No change 3,960 374 0.05% 0.05% 803 0 0.0% Q2 2026 Jul 14, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 3,954 373 0.03% 0.03% 804 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 4,187 372 0.05% 0.06% 805 +11 0.26% Q3 2026 Oct 08, 2026
Hobart Private Capital, LLC History No change 3,906 369 0.06% 0.06% 806 0 0.0% Q2 2026 Jul 06, 2026
Investment Planning Advisors, Inc. History No change 3,904 369 0.09% 0.09% 807 0 0.0% Q2 2026 Jul 23, 2026
Mesirow Financial Investment Management, Inc. History No change 3,860 365 0.01% 0.01% 808 0 0.0% Q2 2026 Jul 22, 2026
Endowment Wealth Management, Inc. History No change 3,836 362 0.14% 0.14% 809 0 0.0% Q2 2026 Aug 05, 2026
Verdence Capital Advisors LLC History No change 3,820 361 0.02% 0.02% 810 0 0.0% Q2 2026 Jul 29, 2026
ENTREWEALTH, LLC History No change 3,892 361 0.13% 0.13% 811 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 3,793 358 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 11, 2026
Legacy Wealth Partners, LLC History No change 3,789 358 0.08% 0.08% 813 0 0.0% Q2 2026 Jul 22, 2026
AlphaCentric Advisors LLC History No change 3,755 355 0.3% 0.3% 814 0 0.0% Q2 2026 Jul 24, 2026
RWA WEALTH PARTNERS, LLC History No change 3,748 354 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 3,752 354 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 05, 2026
Braeburn Wealth Management LLC History No change 3,726 352 0.15% 0.15% 817 0 0.0% Q2 2026 Jul 21, 2026
Lunt Capital Management, Inc. History No change 3,717 351 0.13% 0.13% 818 0 0.0% Q2 2026 Jul 30, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 3,717 351 0.12% 0.12% 819 0 0.0% Q2 2026 Aug 05, 2026
PACIFIC FINANCIAL GROUP INC History No change 3,708 350 0.17% 0.17% 820 0 0.0% Q2 2026 Aug 13, 2026
SVB WEALTH LLC History No change 3,701 350 0.02% 0.02% 821 0 0.0% Q2 2026 Jul 17, 2026
NOTTINGHAM ADVISORS, INC. History No change 3,723 348 0.04% 0.04% 822 0 0.0% Q2 2026 Jul 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,686 348 0.01% 0.01% 823 0 0.0% Q2 2026 Jul 27, 2026
Gaddis Premier Wealth Advisors LLC History No change 3,670 347 0.21% 0.21% 824 0 0.0% Q2 2026 Aug 04, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 3,651 345 0.15% 0.15% 825 0 0.0% Q2 2026 Jul 28, 2026
NBT BANK, N.A. History No change 3,627 343 0.02% 0.02% 826 0 0.0% Q2 2026 Jul 29, 2026
BRIGHTON JONES LLC History No change 3,618 342 0.01% 0.01% 827 0 0.0% Q2 2026 Aug 11, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 3,626 342 0.07% 0.07% 828 0 0.0% Q2 2026 Jul 22, 2026
Tull Financial Group, Inc. History No change 3,605 340 0.13% 0.13% 829 0 0.0% Q2 2026 Aug 05, 2026
WealthCare Investment Partners, LLC History No change 3,603 340 0.08% 0.08% 830 0 0.0% Q2 2026 Aug 10, 2026
Aurora Private Wealth, Inc. History No change 3,577 338 0.21% 0.21% 831 0 0.0% Q2 2026 Jul 21, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 3,522 333 0.11% 0.11% 832 0 0.0% Q2 2026 Jul 15, 2026
Clear Creek Financial Management, LLC History No change 3,528 333 0.02% 0.02% 833 0 0.0% Q2 2026 Jul 27, 2026
Venturi Wealth Management, LLC History No change 3,510 331 0.01% 0.01% 834 0 0.0% Q2 2026 Jul 20, 2026
Legacy Trust History No change 3,500 330 0.06% 0.06% 835 0 0.0% Q2 2026 Jul 31, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 3,479 329 0.07% 0.07% 836 0 0.0% Q2 2026 Aug 13, 2026
Ignite Planners, LLC History No change 3,477 328 0.04% 0.04% 837 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 3,464 327 0.02% 0.02% 838 0 0.0% Q2 2026 Jul 23, 2026
Independent Family Office, LLC History No change 3,444 325 0.13% 0.13% 839 0 0.0% Q2 2026 Aug 11, 2026
CALTON & ASSOCIATES, INC. History No change 3,389 320 0.05% 0.05% 840 0 0.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 3,378 319 0.01% 0.01% 841 0 0.0% Q2 2026 Jul 31, 2026
Yoder Wealth Management, Inc. History No change 3,394 319 0.12% 0.12% 842 0 0.0% Q2 2026 Jul 22, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 3,371 318 0.05% 0.05% 843 0 0.0% Q2 2026 Aug 10, 2026
Strathmore Capital Advisors, Inc. History No change 3,405 317 0.09% 0.09% 844 0 0.0% Q2 2026 Aug 10, 2026
WNY Asset Management, LLC History No change 3,347 316 0.03% 0.03% 845 0 0.0% Q2 2026 Aug 17, 2026
Sound Income Strategies, LLC History No change 3,332 315 0.01% 0.01% 846 0 0.0% Q2 2026 Jul 20, 2026
FRANKLIN RESOURCES INC History No change 3,325 314 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 13, 2026
WealthTrak Capital Management LLC History No change 3,314 313 0.21% 0.21% 848 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Bancorp, Inc. History No change 3,267 308 0.08% 0.08% 849 0 0.0% Q2 2026 Jul 28, 2026
Advisory Alpha, LLC History No change 3,244 306 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,244 306 0.02% 0.02% 851 0 0.0% Q2 2026 Aug 04, 2026
Sovereign Financial Group, Inc. History No change 3,246 306 0.05% 0.05% 852 0 0.0% Q2 2026 Jul 24, 2026
REGIMEN WEALTH, LLC History No change 3,241 306 0.08% 0.08% 853 0 0.0% Q2 2026 Aug 05, 2026
FC Advisory LLC History Added to 3,406 304 0.08% 0.08% 855 +147 4.51% Q3 2026 Oct 05, 2026
Patten Group, Inc. History No change 3,218 304 0.05% 0.05% 854 0 0.0% Q2 2026 Aug 06, 2026
R. W. Roge & Company, Inc. History No change 3,217 304 0.13% 0.13% 856 0 0.0% Q2 2026 Jul 31, 2026
Tactive Advisors, LLC History New 3,386 302 0.07% — 858 +3,386 New Q3 2026 Oct 08, 2026
Hudson Capital Management LLC History No change 3,199 302 0.07% 0.07% 857 0 0.0% Q2 2026 Jul 14, 2026
KPP Advisory Services LLC History No change 3,183 301 0.04% 0.04% 859 0 0.0% Q2 2026 Jul 24, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 3,173 300 0.25% 0.25% 860 0 0.0% Q2 2026 Aug 03, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 3,176 300 0.13% 0.13% 861 0 0.0% Q2 2026 Jul 16, 2026
F/m Investments LLC History No change 3,169 299 0.02% 0.02% 862 0 0.0% Q2 2026 Aug 05, 2026
Second Half Financial Partners, LLC History No change 3,163 299 0.12% 0.12% 863 0 0.0% Q2 2026 Jul 16, 2026
Bramshill Investments, LLC History No change 3,155 298 0.02% 0.02% 864 0 0.0% Q2 2026 Aug 14, 2026
STRATEGY ASSET MANAGERS LLC History No change 3,138 296 0.04% 0.04% 865 0 0.0% Q2 2026 Aug 14, 2026
Integrity Advisory Solutions, LLC History No change 3,131 296 0.03% 0.03% 866 0 0.0% Q2 2026 Jul 31, 2026
Camarda Financial Advisors, LLC History No change 3,130 295 0.09% 0.09% 867 0 0.0% Q2 2026 Aug 14, 2026
BLALOCK WILLIAMS, LLC History No change 3,099 293 0.19% 0.19% 868 0 0.0% Q2 2026 Aug 07, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 3,085 292 0.01% 0.01% 869 0 0.0% Q2 2026 Aug 04, 2026
RDA Financial Network History No change 3,070 290 0.06% 0.06% 870 0 0.0% Q2 2026 Jul 06, 2026
Investment Advisory Group, LLC History No change 3,073 290 0.06% 0.06% 871 0 0.0% Q2 2026 Aug 06, 2026
SHAYNE & JACOBS, LLC History No change 3,040 287 0.09% 0.09% 872 0 0.0% Q2 2026 Jul 07, 2026
Accretive Wealth Partners, LLC History No change 3,000 283 0.07% 0.07% 873 0 0.0% Q2 2026 Jul 29, 2026
BURKE & HERBERT BANK & TRUST CO History No change 2,987 282 0.07% 0.07% 874 0 0.0% Q2 2026 Aug 07, 2026
Compass Ion Advisors, LLC History No change 2,940 278 0.02% 0.02% 875 0 0.0% Q2 2026 Aug 12, 2026
TCFG Investment Advisors, LLC History No change 2,944 278 0.09% 0.09% 876 0 0.0% Q2 2026 Jul 17, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 2,909 277 0.05% 0.05% 877 0 0.0% Q2 2026 Aug 03, 2026
Hilltop Holdings Inc. History No change 2,925 276 0.02% 0.02% 878 0 0.0% Q2 2026 Aug 13, 2026
Stirlingshire Investments, Inc. History No change 2,919 276 0.2% 0.2% 879 0 0.0% Q2 2026 Jul 31, 2026
4J Wealth Management LLC History No change 2,912 275 0.13% 0.13% 880 0 0.0% Q2 2026 Jul 21, 2026
Northwest Financial Advisors History No change 2,917 275 0.04% 0.04% 881 0 0.0% Q2 2026 Jul 27, 2026
PCM Encore, LLC History No change 2,901 274 0.05% 0.05% 882 0 0.0% Q2 2026 Aug 11, 2026
Strait & Sound Wealth Management LLC History No change 2,896 273 0.1% 0.1% 883 0 0.0% Q2 2026 Aug 17, 2026
VVR Holdings LLC History No change 2,814 266 0.12% 0.12% 884 0 0.0% Q2 2026 Jul 15, 2026
Rathbones Group PLC History No change 2,797 264 0.0% 0.0% 885 0 0.0% Q2 2026 Jul 23, 2026
Stelac Advisory Services LLC History No change 2,790 263 0.05% 0.05% 886 0 0.0% Q2 2026 Aug 10, 2026
Rede Wealth, LLC History No change 2,768 261 0.09% 0.09% 887 0 0.0% Q2 2026 Aug 03, 2026
Keystone Global Partners, LLC History No change 2,752 260 0.1% 0.1% 888 0 0.0% Q2 2026 Jul 16, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 2,756 260 0.04% 0.04% 889 0 0.0% Q2 2026 Jul 15, 2026
Accelerate Investment Advisors LLC History No change 2,754 260 0.15% 0.15% 890 0 0.0% Q2 2026 Aug 12, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 2,730 258 0.07% 0.07% 891 0 0.0% Q2 2026 Jul 24, 2026
LongView Wealth Management History No change 2,728 257 0.07% 0.07% 892 0 0.0% Q2 2026 Jul 17, 2026
Ridgewood Investments LLC History Reduced 2,862 255 0.09% 0.1% 893 -49 -1.68% Q3 2026 Oct 05, 2026
Carrera Capital Advisors History No change 2,693 254 0.04% 0.04% 894 0 0.0% Q2 2026 Aug 03, 2026
FORBES J M & CO LLP History No change 2,672 252 0.02% 0.02% 895 0 0.0% Q2 2026 Jul 20, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 2,664 251 0.08% 0.08% 896 0 0.0% Q2 2026 Jul 22, 2026
Winch Advisory Services, LLC History No change 2,621 247 0.05% 0.05% 897 0 0.0% Q2 2026 Aug 06, 2026
Sun Group Wealth Partners History No change 2,618 247 0.17% 0.17% 898 0 0.0% Q2 2026 Jul 23, 2026
M.E. ALLISON & CO., INC. History Added to 2,764 246 0.14% 0.15% 899 +7 0.25% Q3 2026 Oct 08, 2026
MONECO ADVISORS, LLC History No change 2,610 246 0.02% 0.02% 900 0 0.0% Q2 2026 Aug 11, 2026
Navis Wealth Advisors, LLC History No change 2,600 245 0.09% 0.09% 901 0 0.0% Q2 2026 Aug 14, 2026
Indivisible Partners History No change 2,596 245 0.01% 0.01% 902 0 0.0% Q2 2026 Aug 04, 2026
Red Door Wealth Management, LLC History No change 2,561 242 0.02% 0.02% 903 0 0.0% Q2 2026 Jul 13, 2026
Founders Financial Alliance, LLC History No change 2,569 242 0.03% 0.03% 904 0 0.0% Q2 2026 Aug 04, 2026
TopTier Wealth Management, LLC History No change 2,557 241 0.15% 0.15% 905 0 0.0% Q2 2026 Jul 14, 2026
Continuum Advisory, LLC History No change 2,544 240 0.02% 0.02% 906 0 0.0% Q2 2026 Aug 06, 2026
Phillips Wealth Planners LLC History No change 2,565 240 0.18% 0.18% 907 0 0.0% Q2 2026 Aug 07, 2026
McAdam, LLC History No change 2,532 239 0.01% 0.01% 908 0 0.0% Q2 2026 Aug 04, 2026
NORTH DALLAS BANK & TRUST CO History No change 2,520 238 0.14% 0.14% 909 0 0.0% Q2 2026 Jul 13, 2026
SYON CAPITAL LLC History No change 2,509 237 0.01% 0.01% 910 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History No change 2,506 236 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 03, 2026
Gilman Hill Asset Management, LLC History No change 2,500 236 0.03% 0.03% 912 0 0.0% Q2 2026 Jul 09, 2026
Advisory Solutions Group, LLC History No change 2,505 236 0.08% 0.08% 913 0 0.0% Q2 2026 Jul 29, 2026
PLIMOTH TRUST CO LLC History No change 2,490 235 0.05% 0.05% 914 0 0.0% Q2 2026 Jul 28, 2026
Town Capital LLC History No change 2,481 234 0.15% 0.15% 915 0 0.0% Q2 2026 Jul 27, 2026
Embree Financial Group History No change 2,484 234 0.02% 0.02% 916 0 0.0% Q2 2026 Jul 15, 2026
Keeler Thomas Management LLC History No change 2,466 233 0.08% 0.08% 917 0 0.0% Q2 2026 Jul 29, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 2,474 233 0.16% 0.16% 918 0 0.0% Q2 2026 Jul 23, 2026
Bigelow Investment Advisors, LLC History No change 2,463 232 0.08% 0.08% 919 0 0.0% Q2 2026 Jul 30, 2026
Sound Financial Strategies Group, LLC History No change 2,460 232 0.15% 0.15% 920 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 2,446 231 0.01% 0.01% 921 0 0.0% Q2 2026 Jul 31, 2026
Centurion Wealth Management LLC History No change 2,453 231 0.06% 0.06% 922 0 0.0% Q2 2026 Jul 09, 2026
WELCH & FORBES LLC History No change 2,416 228 0.0% 0.0% 923 0 0.0% Q2 2026 Jul 30, 2026
Permanent Capital Management, LP History No change 2,413 228 0.03% 0.03% 924 0 0.0% Q2 2026 Aug 12, 2026
KFA Private Wealth Group, LLC History Reduced 2,512 224 0.05% 0.06% 925 -87 -3.35% Q3 2026 Oct 07, 2026
Breakwater Capital Group History Reduced 2,507 223 0.03% 0.09% 926 -5,063 -66.88% Q3 2026 Oct 08, 2026
SigFig Wealth Management, LLC History New 2,502 223 0.01% — 927 +2,502 New Q3 2026 Oct 07, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 2,337 221 0.07% 0.07% 928 0 0.0% Q2 2026 Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,331 220 0.0% 0.0% 929 0 0.0% Q2 2026 Jul 14, 2026
Professional Financial Advisors, LLC History No change 2,331 220 0.04% 0.04% 930 0 0.0% Q2 2026 Jul 09, 2026
Mirabaud & Cie SA History No change 2,325 219 0.09% 0.09% 931 0 0.0% Q2 2026 Jul 08, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 2,320 219 0.15% 0.15% 932 0 0.0% Q2 2026 Aug 05, 2026
Dynamic Advisor Solutions LLC History No change 2,313 218 0.01% 0.01% 933 0 0.0% Q2 2026 Jul 07, 2026
MONEYWISE, INC. History No change 2,313 218 0.08% 0.08% 934 0 0.0% Q2 2026 Jul 21, 2026
Diligent Investors, LLC History No change 2,294 216 0.05% 0.05% 935 0 0.0% Q2 2026 Jul 24, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 2,286 216 0.03% 0.03% 936 0 0.0% Q2 2026 Jul 23, 2026
VISIONARY HORIZONS, LLC History No change 2,267 214 0.09% 0.09% 937 0 0.0% Q2 2026 Jul 16, 2026
Vanguard Capital Wealth Advisors History No change 2,253 213 0.14% 0.14% 938 0 0.0% Q2 2026 Jul 23, 2026
Piscataqua Savings Bank History No change 2,256 213 0.14% 0.14% 939 0 0.0% Q2 2026 Jul 09, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 2,253 213 0.07% 0.07% 940 0 0.0% Q2 2026 Jul 23, 2026
Portfolio Resources Advisor Group, Inc. History No change 2,255 213 0.18% 0.18% 941 0 0.0% Q2 2026 Jul 29, 2026
BankPlus Wealth Management LLC History No change 2,259 213 0.1% 0.1% 942 0 0.0% Q2 2026 Jul 17, 2026
Palisade Asset Management, LLC History No change 2,250 212 0.02% 0.02% 943 0 0.0% Q2 2026 Jul 20, 2026
Glenview Trust Co History No change 2,234 211 0.0% 0.0% 944 0 0.0% Q2 2026 Aug 18, 2026
Westside Investment Management, Inc. History No change 2,224 210 0.03% 0.03% 945 0 0.0% Q2 2026 Jul 27, 2026
KINTRA WEALTH, LLC History No change 2,256 210 0.01% 0.01% 946 0 0.0% Q2 2026 Aug 14, 2026
Kraft, Davis & Associates, LLC History No change 2,256 210 0.04% 0.04% 947 0 0.0% Q2 2026 Jul 09, 2026
XXI WEALTH, LLC History No change 2,227 210 0.1% 0.1% 948 0 0.0% Q2 2026 Aug 14, 2026
Busey Bank History No change 2,214 209 0.01% 0.01% 949 0 0.0% Q2 2026 Aug 13, 2026
JCIC Asset Management Inc. History No change 2,145 204 0.06% 0.06% 950 0 0.0% Q2 2026 Jul 17, 2026
Genesis Wealth Advisors, LLC History No change 2,160 204 0.12% 0.12% 951 0 0.0% Q2 2026 Aug 07, 2026
Huntleigh Advisors, Inc. History No change 2,132 201 0.03% 0.03% 952 0 0.0% Q2 2026 Aug 04, 2026
Integrated Investment Consultants, LLC History No change 2,134 201 0.04% 0.04% 953 0 0.0% Q2 2026 Aug 17, 2026
Ruggiero Investments, Inc. History No change 2,132 201 0.17% 0.17% 954 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Wealth Advisors, LLC History No change 2,116 200 0.03% 0.03% 955 0 0.0% Q2 2026 Jul 15, 2026
Avantra Family Wealth, Inc. History No change 2,116 200 0.13% 0.13% 956 0 0.0% Q2 2026 Jul 29, 2026
BAYBAN History No change 2,100 198 0.15% 0.15% 957 0 0.0% Q2 2026 Jul 30, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 2,052 194 0.11% 0.11% 958 0 0.0% Q2 2026 Jul 21, 2026
Copia Wealth Management History No change 1,922 181 0.11% 0.11% 959 0 0.0% Q2 2026 Aug 17, 2026
Dogwood Wealth Management LLC History No change 1,866 176 0.07% 0.07% 960 0 0.0% Q2 2026 Jul 06, 2026
BOKF, NA History No change 1,852 175 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 10, 2026
Transce3nd, LLC History No change 1,784 167 1.47% 1.47% 962 0 0.0% Q2 2026 Jul 24, 2026
Institute for Wealth Management, LLC. History No change 1,706 161 0.01% 0.01% 963 0 0.0% Q2 2026 Jul 28, 2026
MCF Advisors LLC History No change 1,704 161 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History No change 1,648 156 0.09% 0.09% 965 0 0.0% Q2 2026 Aug 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,646 155 0.06% 0.06% 966 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 1,622 153 0.0% 0.0% 967 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 1,585 149 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 1,563 148 0.01% 0.01% 969 0 0.0% Q2 2026 Aug 17, 2026
Mechanics Financial Corp History No change 1,510 142 0.05% 0.05% 970 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History No change 1,474 139 0.0% 0.0% 971 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Union Bankshares Corp History No change 1,437 135 0.0% 0.0% 972 0 0.0% Q2 2026 Aug 11, 2026
DUNCKER STREETT & CO INC History No change 1,437 135 0.02% 0.02% 973 0 0.0% Q2 2026 Jul 28, 2026
Center for Financial Planning, Inc. History No change 1,390 131 0.01% 0.01% 974 0 0.0% Q2 2026 Jul 21, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,365 129 0.01% 0.01% 975 0 0.0% Q2 2026 Aug 13, 2026
Owl Creek Wealth Partners LLC History No change 1,374 129 0.04% 0.04% 976 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History No change 1,354 128 0.01% 0.01% 977 0 0.0% Q2 2026 Jul 22, 2026
Noble Wealth Management PBC History Reduced 1,427 127 0.06% 0.07% 979 -266 -15.71% Q3 2026 Oct 01, 2026
BALLAST ADVISORS LLC History No change 1,344 127 0.03% 0.03% 978 0 0.0% Q2 2026 Aug 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,286 121 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 10, 2026
HOWE & RUSLING INC History No change 1,241 117 0.01% 0.01% 981 0 0.0% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,242 117 0.02% 0.02% 982 0 0.0% Q2 2026 Jul 15, 2026
Nova Wealth Management, Inc. History No change 1,231 116 0.06% 0.06% 983 0 0.0% Q2 2026 Jul 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,211 114 0.01% 0.01% 984 0 0.0% Q2 2026 Jul 07, 2026
ALERUS FINANCIAL NA History No change 1,202 113 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 1,196 113 0.02% 0.02% 986 0 0.0% Q2 2026 Sep 15, 2026
Vision Retirement, LLC History No change 1,117 105 0.03% 0.03% 987 0 0.0% Q2 2026 Jul 21, 2026
BFSG, LLC History No change 1,098 103 0.01% 0.01% 988 0 0.0% Q2 2026 Jul 20, 2026
Finley Financial, LLC History No change 1,050 99 0.04% 0.04% 989 0 0.0% Q2 2026 Jul 08, 2026
Cordgrass Capital Advisors, LLC History No change 1,036 97 0.04% 0.04% 990 0 0.0% Q2 2026 Aug 06, 2026
VAN ECK ASSOCIATES CORP History No change 1,019 96 0.0% 0.0% 991 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 1,013 95 0.01% 0.01% 992 0 0.0% Q2 2026 Jul 20, 2026
Activest Wealth Management History No change 990 93 0.02% 0.02% 993 0 0.0% Q2 2026 Jul 16, 2026
Forum Finance Group S.A. History No change 1,215 93 0.03% 0.03% 994 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 943 89 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 24, 2026
NVWM, LLC History No change 914 86 0.02% 0.02% 996 0 0.0% Q2 2026 Jul 28, 2026
Itau Unibanco Holding S.A. History No change 879 83 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 881 83 0.01% 0.01% 998 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 12,606 81 0.0% 0.0% 999 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 827 78 0.01% 0.01% 1000 0 0.0% Q2 2026 Aug 07, 2026
Graney & King, LLC History No change 805 76 0.03% 0.03% 1001 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 788 74 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 14, 2026
Pflug Koory, LLC History No change 761 71 0.03% 0.03% 1003 0 0.0% Q2 2026 Jul 21, 2026
BankChampaign, National Association History No change 758 71 0.05% 0.05% 1004 0 0.0% Q2 2026 Jul 23, 2026
Barnes Dennig Private Wealth Management LLC History No change 742 70 0.06% 0.06% 1005 0 0.0% Q2 2026 Jul 15, 2026
SOA Wealth Advisors, LLC. History No change 726 68 0.01% 0.01% 1006 0 0.0% Q2 2026 Jul 21, 2026
Parkside Financial Bank & Trust History No change 714 67 0.0% 0.0% 1007 0 0.0% Q2 2026 Sep 04, 2026
Lavaca Capital LLC History No change 670 63 0.01% 0.01% 1008 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 653 61 0.01% 0.01% 1009 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 623 58 0.0% 0.0% 1010 0 0.0% Q2 2026 Jul 21, 2026
Colonial Trust Co / SC History No change 608 57 0.01% 0.01% 1011 0 0.0% Q2 2026 Aug 11, 2026
Aventura Private Wealth, LLC History No change 606 57 0.02% 0.02% 1012 0 0.0% Q2 2026 Jul 15, 2026
Johnson Financial Group, Inc. History No change 591 55 0.0% 0.0% 1013 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 589 55 0.01% 0.01% 1014 0 0.0% Q2 2026 Aug 13, 2026
PFS Partners, LLC History No change 567 53 0.02% 0.02% 1015 0 0.0% Q2 2026 Jul 20, 2026
Hartford Financial Management Inc. History No change 521 49 0.01% 0.01% 1016 0 0.0% Q2 2026 Jul 23, 2026
Powell Investment Advisors, LLC History No change 524 49 0.02% 0.02% 1017 0 0.0% Q2 2026 Jul 28, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 499 47 0.01% 0.01% 1018 0 0.0% Q2 2026 Jul 16, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 503 47 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 14, 2026
REYL & Cie S.A. History No change 490 46 0.05% 0.05% 1020 0 0.0% Q2 2026 Oct 02, 2026
BARRETT & COMPANY, INC. History No change 460 43 0.01% 0.01% 1021 0 0.0% Q2 2026 Jul 24, 2026
CX Institutional History Added to 469 42 0.0% 0.0% 1022 +126 36.73% Q3 2026 Oct 02, 2026
Smartleaf Asset Management LLC History No change 446 42 0.0% 0.0% 1023 0 0.0% Q2 2026 Aug 12, 2026
TOMPKINS FINANCIAL CORP History New 458 40 0.0% — 1024 +458 New Q3 2026 Oct 05, 2026
Glen Eagle Advisors, LLC History No change 415 39 0.0% 0.0% 1025 0 0.0% Q2 2026 Aug 14, 2026
Fairscale Capital, LLC History No change 409 38 0.02% 0.02% 1026 0 0.0% Q2 2026 Aug 07, 2026
ALBION FINANCIAL GROUP /UT History No change 399 37 0.0% 0.0% 1027 0 0.0% Q2 2026 Jul 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 400 37 0.0% 0.0% 1028 0 0.0% Q2 2026 Jul 20, 2026
Y.D. More Investments Ltd History No change 400 37 0.0% 0.0% 1029 0 0.0% Q2 2026 Aug 05, 2026
Medallion Wealth Advisors, LLC History No change 395 37 0.01% 0.01% 1030 0 0.0% Q2 2026 Aug 14, 2026
ROGCO, LP History No change 376 35 0.01% 0.01% 1031 0 0.0% Q2 2026 Jul 30, 2026
Rossby Financial, LCC History No change 380 35 0.01% 0.01% 1032 0 0.0% Q2 2026 Aug 04, 2026
Game Plan Financial Advisors, LLC History No change 357 33 0.01% 0.01% 1033 0 0.0% Q2 2026 Aug 07, 2026
Cape Investment Advisory, Inc. History No change 357 33 0.01% 0.01% 1034 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Planning Group LLC History No change 337 31 0.0% 0.0% 1035 0 0.0% Q2 2026 Jul 29, 2026
BankPlus Trust Department History No change 335 31 0.01% 0.01% 1036 0 0.0% Q2 2026 Jul 28, 2026
RED REEF ADVISORS LLC History No change 337 31 0.03% 0.03% 1037 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 329 30 0.0% 0.0% 1038 0 0.0% Q2 2026 Jul 27, 2026
Indiana Trust & Investment Management Co History No change 318 30 0.01% 0.01% 1039 0 0.0% Q2 2026 Jul 22, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 325 30 0.01% 0.01% 1040 0 0.0% Q2 2026 Aug 07, 2026
Strive Financial Group ,LLC History No change 309 29 0.01% 0.01% 1041 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 297 28 0.0% 0.0% 1042 0 0.0% Q2 2026 Jul 30, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 285 28 0.03% 0.03% 1043 0 0.0% Q2 2026 Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 305 28 0.0% 0.0% 1044 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Counsel, Inc History No change 295 27 0.0% 0.0% 1045 0 0.0% Q2 2026 Jul 27, 2026
Aspect Partners, LLC History No change 291 27 0.01% 0.01% 1046 0 0.0% Q2 2026 Jul 16, 2026
VANGUARD ADVISERS INC History No change 276 26 0.0% 0.0% 1047 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 265 25 0.0% 0.0% 1048 0 0.0% Q2 2026 Jul 23, 2026
CBIZ Investment Advisory Services, LLC History No change 262 25 0.0% 0.0% 1049 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Independent Advisors History No change 265 25 0.07% 0.07% 1050 0 0.0% Q2 2026 Aug 04, 2026
Pioneer Family Office, LLC History No change 270 25 0.01% 0.01% 1051 0 0.0% Q2 2026 Jul 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 263 24 0.0% 0.0% 1052 0 0.0% Q2 2026 Aug 06, 2026
Plante Moran Financial Advisors, LLC History No change 254 24 0.0% 0.0% 1053 0 0.0% Q2 2026 Aug 06, 2026
Mosley Wealth Management History No change 254 24 0.01% 0.01% 1054 0 0.0% Q2 2026 Jul 23, 2026
Robinswood Financial LLC History No change 255 24 0.01% 0.01% 1055 0 0.0% Q2 2026 Jul 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 251 23 0.0% 0.0% 1056 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History No change 265 23 0.0% 0.0% 1057 0 0.0% Q3 2026 Oct 01, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 246 23 0.0% 0.0% 1058 0 0.0% Q2 2026 Jul 28, 2026
Elevated Capital Advisors, LLC History No change 235 22 0.01% 0.01% 1059 0 0.0% Q2 2026 Aug 03, 2026
CARDIFF PARK ADVISORS, LLC History No change 242 22 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 14, 2026
RATIONAL ADVISORS, INC. History No change 231 21 0.0% 0.0% 1061 0 0.0% Q2 2026 Jul 24, 2026
Park Place Capital Corp History No change 228 21 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 13, 2026
Strengthening Families & Communities, LLC History No change 218 20 0.0% 0.0% 1063 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 217 20 0.01% 0.01% 1064 0 0.0% Q2 2026 Jul 30, 2026
Versant Capital Management, Inc History No change 223 19 0.0% 0.0% 1065 0 0.0% Q3 2026 Oct 01, 2026
West Branch Capital LLC History No change 210 19 0.0% 0.0% 1066 0 0.0% Q2 2026 Jul 10, 2026
TSFG, LLC History No change 196 19 0.0% 0.0% 1067 0 0.0% Q2 2026 Jul 23, 2026
Coston, McIsaac & Partners History No change 210 19 0.0% 0.0% 1068 0 0.0% Q2 2026 Aug 12, 2026
Register Financial Advisors LLC History No change 197 18 0.01% 0.01% 1069 0 0.0% Q2 2026 Jul 15, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 172 16 0.01% 0.01% 1070 0 0.0% Q2 2026 Aug 03, 2026
Princeton Global Asset Management LLC History No change 173 16 0.0% 0.0% 1071 0 0.0% Q2 2026 Jul 16, 2026
MONTAG A & ASSOCIATES INC History No change 160 15 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 05, 2026
Bangor Savings Bank History No change 172 15 0.0% 0.0% 1073 0 0.0% Q3 2026 Oct 06, 2026
IMA Advisory Services, Inc. History No change 163 15 0.0% 0.0% 1074 0 0.0% Q2 2026 Aug 10, 2026
Hurley Capital, LLC History No change 164 15 0.01% 0.01% 1075 0 0.0% Q2 2026 Aug 10, 2026
Murphy & Mullick Capital Management Corp History No change 169 15 0.01% 0.01% 1076 0 0.0% Q2 2026 Aug 14, 2026
Hickory Point Bank & Trust History No change 161 14 0.01% 0.01% 1077 0 0.0% Q3 2026 Oct 01, 2026
Avion Wealth History No change 131 12 0.0% 0.0% 1078 0 0.0% Q2 2026 Jul 31, 2026
SJS Investment Consulting Inc. History No change 128 12 0.0% 0.0% 1079 0 0.0% Q2 2026 Jul 22, 2026
Main Street Group, LTD History No change 128 12 0.0% 0.0% 1080 0 0.0% Q2 2026 Jul 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 126 11 0.0% 0.0% 1081 0 0.0% Q2 2026 Aug 03, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 117 11 0.0% 0.0% 1082 0 0.0% Q2 2026 Jul 16, 2026
Horizon Investments, LLC History No change 122 11 0.0% 0.0% 1083 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Reduced 117 10 0.0% 0.0% 1086 -302 -72.08% Q3 2026 Oct 08, 2026
SIGNATUREFD, LLC History No change 111 10 0.0% 0.0% 1084 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 114 10 0.0% 0.0% 1085 0 0.0% Q2 2026 Jul 20, 2026
Topsail Wealth Management, LLC History No change 108 10 0.0% 0.0% 1087 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 105 9 0.0% 0.0% 1088 0 0.0% Q2 2026 Jul 15, 2026
Clearstead Trust, LLC History No change 99 9 0.0% 0.0% 1089 0 0.0% Q2 2026 Aug 06, 2026
Kingdom Financial Group LLC. History No change 104 9 0.0% 0.0% 1090 0 0.0% Q2 2026 Aug 07, 2026
WealthCollab, LLC History No change 105 9 0.0% 0.0% 1091 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 100 9 0.0% 0.0% 1092 0 0.0% Q2 2026 Aug 13, 2026
Pacifica Partners Inc. History Reduced 100 8 0.0% 0.17% 1097 -5,922 -98.34% Q3 2026 Oct 08, 2026
CENTRAL TRUST Co History No change 92 8 0.0% 0.0% 1093 0 0.0% Q2 2026 Jul 31, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 91 8 0.0% 0.0% 1094 0 0.0% Q2 2026 Jul 24, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 86 8 0.0% 0.0% 1095 0 0.0% Q2 2026 Aug 04, 2026
Tower Research Capital LLC (TRC) History No change 93 8 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 11, 2026
EPG Wealth Management LLC History No change 85 8 0.0% 0.0% 1098 0 0.0% Q2 2026 Jul 28, 2026
TUCKER ASSET MANAGEMENT LLC History No change 87 8 0.0% 0.0% 1099 0 0.0% Q2 2026 Aug 27, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 85 8 0.0% 0.0% 1100 0 0.0% Q2 2026 Aug 10, 2026
Kiker Wealth Management, LLC History No change 86 8 0.0% 0.0% 1101 0 0.0% Q2 2026 Jul 30, 2026
Costello Asset Management, INC History No change 76 7 0.0% 0.0% 1102 0 0.0% Q2 2026 Jul 28, 2026
Trust Co History Reduced 71 6 0.0% 0.0% 1108 -110 -60.77% Q3 2026 Oct 09, 2026
Olistico Wealth, LLC History New 77 6 0.0% — 1112 +77 New Q3 2026 Oct 05, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 72 6 0.0% 0.0% 1103 0 0.0% Q2 2026 Sep 02, 2026
Axiom Investment Management LLC History No change 65 6 0.0% 0.0% 1104 0 0.0% Q2 2026 Jul 30, 2026
JFS WEALTH ADVISORS, LLC History No change 71 6 0.0% 0.0% 1105 0 0.0% Q2 2026 Jul 10, 2026
Balentine LLC History No change 65 6 0.0% 0.0% 1106 0 0.0% Q2 2026 Aug 06, 2026
Community Bank, N.A. History No change 65 6 0.0% 0.0% 1107 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 71 6 0.0% 0.0% 1109 0 0.0% Q2 2026 Aug 07, 2026
Networth Advisors, LLC History No change 65 6 0.0% 0.0% 1110 0 0.0% Q2 2026 Jul 22, 2026
SIMA Wealth Partners, LLC History No change 66 6 0.0% 0.0% 1111 0 0.0% Q2 2026 Jul 28, 2026
First Bancorp, Inc /ME/ History No change 61 5 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 58 5 0.0% 0.0% 1114 0 0.0% Q2 2026 Jul 27, 2026
Rosenberg Matthew Hamilton History No change 56 5 0.0% 0.0% 1115 0 0.0% Q3 2026 Oct 05, 2026
Fortis Group Advisors, LLC History No change 54 5 0.0% 0.0% 1116 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 61 5 0.0% 0.0% 1117 0 0.0% Q2 2026 Aug 07, 2026
Hilton Head Capital Partners, LLC History No change 55 5 0.0% 0.0% 1118 0 0.0% Q2 2026 Jul 27, 2026
MOTCO History No change 44 4 0.0% 0.0% 1119 0 0.0% Q2 2026 Jul 31, 2026
LifeSteps Financial, Inc. History No change 51 4 0.0% 0.0% 1120 0 0.0% Q2 2026 Jul 17, 2026
NWK Group, Inc. History No change 45 4 0.0% 0.0% 1121 0 0.0% Q2 2026 Aug 10, 2026
Gleason Group, Inc. History No change 51 4 0.0% 0.0% 1122 0 0.0% Q2 2026 Jul 13, 2026
REICON WEALTH ADVISORS, LLC History No change 43 4 0.0% 0.0% 1123 0 0.0% Q2 2026 Jul 29, 2026
Vanguard National Trust Co History No change 43 4 0.0% 0.0% 1124 0 0.0% Q2 2026 Aug 13, 2026
Napier Financial, LLC History No change 50 4 0.0% 0.0% 1125 0 0.0% Q2 2026 Jul 31, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 51 4 0.0% 0.0% 1126 0 0.0% Q2 2026 Aug 14, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 296,006 3 0.0% 0.0% 1127 0 0.0% Q2 2026 Jul 14, 2026
Towne Trust Company, N.A History No change 41 3 0.0% 0.0% 1128 0 0.0% Q2 2026 Jul 30, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 40 3 0.0% 0.0% 1129 0 0.0% Q2 2026 Jul 29, 2026
Measured Wealth Private Client Group, LLC History No change 33 3 0.0% 0.0% 1130 0 0.0% Q2 2026 Aug 10, 2026
Investors Research Corp History No change 41 3 0.0% 0.0% 1131 0 0.0% Q3 2026 Oct 07, 2026
Imprint Wealth LLC History No change 37 3 0.01% 0.01% 1132 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 32 3 0.0% 0.0% 1133 0 0.0% Q2 2026 Aug 14, 2026
BIRCHBROOK, INC. History No change 42 3 0.0% 0.0% 1134 0 0.0% Q2 2026 Jul 08, 2026
SYM FINANCIAL Corp History No change 27 2 0.0% 0.0% 1135 0 0.0% Q2 2026 Aug 04, 2026
Smithfield Trust Co History No change 12 1 0.0% 0.0% 1136 0 0.0% Q2 2026 Aug 05, 2026
Eukles Asset Management History No change 20 1 0.0% 0.0% 1137 0 0.0% Q2 2026 Aug 05, 2026
Darwin Wealth Management, LLC History No change 14 1 0.0% 0.0% 1138 0 0.0% Q2 2026 Jul 21, 2026
SHP Wealth Management History No change 12 1 0.0% 0.0% 1139 0 0.0% Q2 2026 Aug 11, 2026
Addison Advisors LLC History No change 19 1 0.0% 0.0% 1140 0 0.0% Q2 2026 Aug 10, 2026
DHJJ Financial Advisors, Ltd. History No change 15 1 0.0% 0.0% 1141 0 0.0% Q2 2026 Jul 24, 2026
Coppell Advisory Solutions LLC History No change 35,652 1 0.0% 0.0% 1142 0 0.0% Q2 2026 Aug 14, 2026
Signature Resources Capital Management, LLC History No change 15 1 0.0% 0.0% 1143 0 0.0% Q2 2026 Jul 13, 2026
Meramec Financial Planners, LLC History No change 12 1 0.0% 0.0% 1144 0 0.0% Q2 2026 Jul 28, 2026
Kaydan Wealth Management, Inc. History Closed out 0 0 — 3.44% — -119,262 -100.0% Q3 2026 Oct 08, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 — 0.57% — -13,376 -100.0% Q3 2026 Oct 07, 2026
Hamlin Capital Management, LLC History Closed out 0 0 — 0.02% — -10,756 -100.0% Q3 2026 Oct 08, 2026
STABLEFORD CAPITAL II LLC History Closed out 0 0 — 0.18% — -5,385 -100.0% Q3 2026 Oct 08, 2026
Gradient Investments LLC History Closed out 0 0 — 0.0% — -2,499 -100.0% Q3 2026 Oct 08, 2026
Asempa Wealth Advisors History Closed out 0 0 — 0.16% — -2,221 -100.0% Q3 2026 Oct 07, 2026
Meadowbrook Wealth Management, LLC History Closed out 0 0 — 0.22% — -2,125 -100.0% Q3 2026 Oct 08, 2026
GW&K Investment Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Financial Gravity Companies, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Banque Cantonale Vaudoise History No change 1,106 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Luminist Capital LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
First Pacific Financial History No change 10 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Strategic Investment Solutions, Inc. /IL History No change 10 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Rakuten Securities, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Quest 10 Wealth Builders, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Provenance Wealth Advisors, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Sankala Group LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 18, 2026
Oakmont Advisory Group, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 03, 2026