iSHARES TRUST - IEI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JPMORGAN CHASE & CO History No change 19,507,348 2,297,575 0.13% 0.13% 1 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 9,202,507 1,080,834 0.07% 0.07% 2 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 6,837,882 803,109 1.23% 1.23% 3 0 0.0% Q2 2026 Aug 13, 2026
Financial Engines Advisors L.L.C. History No change 4,330,638 508,633 0.9% 0.9% 4 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 4,292,100 504,107 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 3,939,898 462,740 0.8% 0.8% 6 0 0.0% Q2 2026 Jul 30, 2026
FMR LLC History No change 3,691,423 433,557 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,422,946 402,025 0.09% 0.09% 8 0 0.0% Q2 2026 Sep 23, 2026
MORGAN STANLEY History No change 3,020,689 354,780 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 2,885,340 338,844 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 2,616,581 307,317 0.07% 0.07% 11 0 0.0% Q2 2026 Aug 07, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 2,445,430 287,921 0.75% 0.75% 12 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 2,299,590 270,086 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 2,161,388 253,854 0.27% 0.27% 14 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 2,147,348 252,205 0.21% 0.21% 15 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 1,959,885 230,188 0.28% 0.28% 16 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,877,272 220,485 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 1,870,174 219,651 0.26% 0.26% 18 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 1,709,213 200,747 0.39% 0.39% 19 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,567,393 184,090 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,521,468 178,696 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 07, 2026
Tanglewood Wealth Management, Inc. History No change 1,445,259 169,745 14.44% 14.44% 22 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 1,361,072 159,858 0.78% 0.78% 23 0 0.0% Q2 2026 Aug 13, 2026
Dynasty Wealth Management, LLC History No change 1,257,130 147,649 1.1% 1.1% 24 0 0.0% Q2 2026 Aug 13, 2026
Facet Wealth, Inc. History No change 1,212,867 142,451 2.04% 2.04% 25 0 0.0% Q2 2026 Jul 27, 2026
Creative Planning History No change 1,147,868 134,817 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 13, 2026
WestEnd Advisors, LLC History No change 1,099,976 129,193 2.88% 2.88% 27 0 0.0% Q2 2026 Jul 22, 2026
ROYAL BANK OF CANADA History No change 1,041,493 122,322 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 922,315 108,325 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 887,965 104,056 0.09% 0.09% 30 0 0.0% Q2 2026 Aug 12, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 760,770 89,352 6.03% 6.03% 31 0 0.0% Q2 2026 Jul 24, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 730,746 85,826 1.5% 1.5% 32 0 0.0% Q2 2026 Jul 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 674,309 79,197 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 12, 2026
Strategic Point Investment Advisors, LLC History No change 667,170 78,359 10.21% 10.21% 34 0 0.0% Q2 2026 Jul 08, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 667,283 78,320 0.49% 0.49% 35 0 0.0% Q2 2026 Aug 12, 2026
WIT, LLC History No change 661,074 77,643 1.24% 1.24% 36 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 650,548 76,406 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 634,648 74,539 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 07, 2026
OpenArc Corporate Advisory, LLC History No change 575,601 67,604 0.8% 0.8% 39 0 0.0% Q2 2026 Aug 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 536,921 63,061 0.97% 0.97% 40 0 0.0% Q2 2026 Aug 03, 2026
Clarity Financial LLC History No change 536,456 63,006 5.35% 5.35% 41 0 0.0% Q2 2026 Jul 20, 2026
Bank of New York Mellon Corp History No change 484,301 56,881 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 06, 2026
Waverly Advisors, LLC History No change 468,365 55,009 0.32% 0.32% 43 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 442,453 51,966 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 07, 2026
OneDigital Investment Advisors LLC History No change 436,836 51,306 0.43% 0.43% 45 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 425,319 49,953 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 411,681 48,351 0.16% 0.16% 47 0 0.0% Q2 2026 Jul 28, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 394,622 46,348 0.85% 0.85% 48 0 0.0% Q2 2026 Aug 04, 2026
NorthCoast Asset Management LLC History No change 386,170 45,355 1.0% 1.0% 49 0 0.0% Q2 2026 Aug 12, 2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO History No change 378,065 44,403 16.0% 16.0% 50 0 0.0% Q2 2026 Jul 13, 2026
Allspring Global Investments Holdings, LLC History No change 364,950 42,863 0.07% 0.07% 51 0 0.0% Q2 2026 Aug 13, 2026
Willis Johnson & Associates, Inc. History No change 362,619 42,589 2.37% 2.37% 52 0 0.0% Q2 2026 Aug 13, 2026
Silicon Valley Capital Partners History No change 357,310 41,966 3.4% 3.4% 53 0 0.0% Q2 2026 Sep 21, 2026
Curi Capital, LLC History No change 346,292 40,671 0.63% 0.63% 54 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 340,394 40,001 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 325,845 38,270 0.18% 0.18% 56 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 311,526 36,588 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
New Harbor Financial Group, LLC History No change 294,999 34,647 5.47% 5.47% 58 0 0.0% Q2 2026 Jul 23, 2026
Banco Santander, S.A. History No change 277,829 32,631 0.2% 0.2% 59 0 0.0% Q2 2026 Jul 29, 2026
Sollinda Capital Management LLC History No change 271,334 31,868 6.8% 6.8% 60 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 263,033 30,893 0.04% 0.04% 61 0 0.0% Q2 2026 Jul 29, 2026
Strategic Wealth Partners, Ltd. History No change 259,736 30,505 1.89% 1.89% 62 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 258,429 30,445 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
MBL Wealth, LLC History No change 252,032 29,601 2.02% 2.02% 64 0 0.0% Q2 2026 Jul 15, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 252,001 29,597 0.83% 0.83% 65 0 0.0% Q2 2026 Aug 05, 2026
DT Investment Partners, LLC History No change 249,078 29,254 2.18% 2.18% 66 0 0.0% Q2 2026 Jul 27, 2026
Cambridge Investment Research Advisors, Inc. History No change 248,530 29,190 0.07% 0.07% 67 0 0.0% Q2 2026 Jul 27, 2026
3EDGE Asset Management, LP History No change 244,355 28,699 1.28% 1.28% 68 0 0.0% Q2 2026 Jul 27, 2026
DDFG, Inc History No change 236,514 27,778 5.52% 5.52% 69 0 0.0% Q2 2026 Jul 28, 2026
Weaver Capital Management LLC History No change 231,359 27,439 6.05% 6.05% 70 0 0.0% Q2 2026 Jul 30, 2026
Hoese & Co LLP History No change 226,598 26,613 17.29% 17.29% 71 0 0.0% Q2 2026 Jul 14, 2026
Orion Porfolio Solutions, LLC History No change 218,204 25,628 0.2% 0.2% 72 0 0.0% Q2 2026 Aug 14, 2026
JMAC ENTERPRISES LLC History No change 216,321 25,406 4.28% 4.28% 73 0 0.0% Q2 2026 Jul 28, 2026
MAI Capital Management History No change 211,581 24,850 0.09% 0.09% 74 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 204,268 23,991 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 12, 2026
Blueprint Investment Partners LLC History No change 203,485 23,899 1.99% 1.99% 76 0 0.0% Q2 2026 Aug 04, 2026
Acropolis Investment Management, LLC History Added to 208,079 23,604 0.95% 0.2% 77 +164,482 377.28% Q3 2026 Oct 08, 2026
Allianz Asset Management GmbH History No change 195,400 22,949 0.02% 0.02% 78 0 0.0% Q2 2026 Sep 02, 2026
Ridgepath Capital Management LLC History No change 195,218 22,928 10.12% 10.12% 79 0 0.0% Q2 2026 Aug 20, 2026
FIRST AMERICAN TRUST, FSB History No change 193,857 22,768 1.37% 1.37% 80 0 0.0% Q2 2026 Aug 10, 2026
FLOW TRADERS U.S. LLC History No change 192,087 22,561 0.93% 0.93% 81 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 191,586 22,501 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Mirabaud & Cie SA History No change 188,424 22,130 8.88% 8.88% 83 0 0.0% Q2 2026 Jul 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 215,347 21,766 0.04% 0.04% 84 0 0.0% Q2 2026 Jul 15, 2026
AE Wealth Management LLC History No change 183,643 21,569 0.1% 0.1% 85 0 0.0% Q2 2026 Aug 03, 2026
CVS HEALTH Corp History No change 182,800 21,469 9.53% 9.53% 86 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 181,640 21,334 0.29% 0.29% 87 0 0.0% Q2 2026 Aug 13, 2026
Independence Financial Advisors, LLC History Added to 184,973 20,983 5.27% 5.36% 88 +9,123 5.19% Q3 2026 Oct 08, 2026
Napier Financial, LLC History No change 173,124 20,333 4.24% 4.24% 89 0 0.0% Q2 2026 Jul 31, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 178,126 20,206 1.22% 4.7% 90 -479,302 -72.91% Q3 2026 Oct 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 168,029 19,735 0.31% 0.31% 91 0 0.0% Q2 2026 Jul 28, 2026
Haverford Trust Co History No change 165,380 19,423 0.17% 0.17% 92 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 158,124 18,571 0.06% 0.06% 93 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 156,603 18,393 0.16% 0.16% 94 0 0.0% Q2 2026 Jul 27, 2026
1832 Asset Management L.P. History No change 154,848 18,186 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 13, 2026
Canal Capital Management, LLC History No change 151,453 17,788 2.17% 2.17% 96 0 0.0% Q2 2026 Jul 28, 2026
ETF Portfolio Partners, Inc. History No change 150,016 17,619 4.19% 4.19% 97 0 0.0% Q2 2026 Jul 13, 2026
FORONJY FINANCIAL LLC History No change 144,494 16,970 6.24% 6.24% 98 0 0.0% Q2 2026 Jul 23, 2026
BANK OF MONTREAL /CAN/ History No change 144,267 16,944 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 12, 2026
Blueprint Financial Advisors LLC History No change 142,864 16,779 1.86% 1.86% 100 0 0.0% Q2 2026 Aug 14, 2026
Vectors Research Management, LLC History No change 140,476 16,498 4.31% 4.31% 101 0 0.0% Q2 2026 Jul 29, 2026
Global Trust Asset Management, LLC History No change 140,020 16,445 5.14% 5.14% 102 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Services of America, Inc. History No change 137,852 16,190 1.59% 1.59% 103 0 0.0% Q2 2026 Jul 22, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 137,479 16,146 0.19% 0.19% 104 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 135,764 15,945 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 134,277 15,770 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 13, 2026
Cascade Financial Partners, LLC History No change 133,496 15,679 1.36% 1.36% 107 0 0.0% Q2 2026 Aug 04, 2026
Diversify Advisory Services, LLC History No change 131,264 15,287 0.26% 0.26% 108 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 131,264 15,287 0.26% 0.26% 109 0 0.0% Q2 2026 Jul 29, 2026
HighTower Advisors, LLC History No change 129,160 15,169 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 05, 2026
Gould Capital, LLC History No change 128,837 15,131 8.43% 8.43% 111 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 126,584 14,867 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 12, 2026
COURIER CAPITAL LLC History No change 125,533 14,743 0.74% 0.74% 113 0 0.0% Q2 2026 Jul 16, 2026
Paulson Wealth Management Inc. History No change 123,856 14,546 3.09% 3.09% 114 0 0.0% Q2 2026 Aug 04, 2026
&PARTNERS History No change 122,794 14,420 0.06% 0.06% 115 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 119,027 13,979 0.72% 0.72% 116 0 0.0% Q2 2026 Jul 28, 2026
Johnson Financial Group, Inc. History No change 118,951 13,970 0.46% 0.46% 117 0 0.0% Q2 2026 Aug 10, 2026
Cordoba Advisory Partners LLC History No change 117,308 13,777 2.92% 2.92% 118 0 0.0% Q2 2026 Jul 21, 2026
RWA WEALTH PARTNERS, LLC History No change 111,464 13,091 0.13% 0.13% 119 0 0.0% Q2 2026 Aug 07, 2026
MBM WEALTH CONSULTANTS, LLC History No change 111,055 13,043 2.52% 2.52% 120 0 0.0% Q2 2026 Jul 24, 2026
Bond & Devick Financial Network, Inc. History No change 110,728 13,005 3.2% 3.2% 121 0 0.0% Q2 2026 Jul 16, 2026
CFS Investment Advisory Services, LLC History No change 110,515 12,942 0.86% 0.86% 122 0 0.0% Q2 2026 Jul 16, 2026
M&T BANK CORP History No change 109,628 12,875 0.04% 0.04% 123 0 0.0% Q2 2026 Aug 04, 2026
CABOT WEALTH MANAGEMENT INC History No change 107,436 12,618 1.28% 1.28% 124 0 0.0% Q2 2026 Jul 31, 2026
Eley Financial Management, Inc History No change 105,761 12,421 4.02% 4.02% 125 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 105,612 12,404 0.16% 0.16% 126 0 0.0% Q2 2026 Aug 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 105,563 12,398 0.68% 0.68% 127 0 0.0% Q2 2026 Jul 27, 2026
Private Advisor Group, LLC History No change 103,589 12,166 0.06% 0.06% 128 0 0.0% Q2 2026 Jul 27, 2026
Lido Advisors, LLC History No change 103,271 12,129 0.03% 0.03% 129 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 102,190 12,002 0.1% 0.1% 130 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Added to 105,521 11,970 0.08% 0.1% 131 +1,351 1.3% Q3 2026 Oct 08, 2026
TPG Financial Advisors, LLC History No change 100,695 11,826 3.53% 3.53% 132 0 0.0% Q2 2026 Aug 10, 2026
CRITERIA CAIXA, S.A.U. History No change 82,000 11,751 49.7% 49.7% 133 0 0.0% Q2 2026 Jul 24, 2026
Westview Management dba Westview Investment Advisors History No change 99,971 11,741 5.75% 5.75% 134 0 0.0% Q2 2026 Jul 31, 2026
Austin Wealth Management, LLC History No change 99,892 11,685 2.47% 2.47% 135 0 0.0% Q2 2026 Jul 22, 2026
Hilton Capital Management, LLC History No change 98,765 11,599 0.79% 0.79% 136 0 0.0% Q2 2026 Aug 04, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 98,380 11,554 1.1% 1.1% 137 0 0.0% Q2 2026 Jul 09, 2026
Boltwood Capital Management History Added to 101,696 11,536 2.6% 2.69% 138 +1,787 1.79% Q3 2026 Oct 02, 2026
D.A. DAVIDSON & CO. History No change 97,102 11,404 0.06% 0.06% 139 0 0.0% Q2 2026 Jul 24, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 96,789 11,367 0.42% 0.42% 140 0 0.0% Q2 2026 Jul 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 96,314 11,310 0.06% 0.06% 141 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 93,839 11,021 0.07% 0.07% 142 0 0.0% Q2 2026 Sep 08, 2026
First Financial Bank - Trust Division History Added to 92,461 10,488 0.76% 0.75% 143 +2,631 2.93% Q3 2026 Oct 01, 2026
Pictet Asset Management Holding SA History No change 89,000 10,453 0.01% 0.01% 144 0 0.0% Q2 2026 Jul 30, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 88,452 10,388 0.5% 0.5% 145 0 0.0% Q2 2026 Jul 23, 2026
NORTHERN TRUST CORP History No change 87,298 10,253 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
Premier Path Wealth Partners, LLC History No change 86,909 10,207 1.17% 1.17% 147 0 0.0% Q2 2026 Jul 21, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 85,601 10,053 0.15% 0.15% 148 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History No change 85,431 10,033 0.01% 0.01% 149 0 0.0% Q2 2026 Jul 22, 2026
AmeriServ Wealth Advisors History No change 82,174 9,651 6.42% 6.42% 150 0 0.0% Q2 2026 Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 81,484 9,570 0.11% 0.11% 151 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Financial Partners, Inc. History No change 80,388 9,441 0.06% 0.06% 152 0 0.0% Q2 2026 Aug 14, 2026
PATTEN & PATTEN INC/TN History No change 79,260 9,309 0.49% 0.49% 153 0 0.0% Q2 2026 Aug 05, 2026
Foundry Financial Group, Inc. History No change 77,844 9,142 3.95% 3.95% 154 0 0.0% Q2 2026 Jul 22, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 77,593 9,113 0.47% 0.47% 155 0 0.0% Q2 2026 Jul 08, 2026
BECKER CAPITAL MANAGEMENT INC History No change 75,523 8,870 0.24% 0.24% 156 0 0.0% Q2 2026 Jul 31, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 75,500 8,867 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 75,241 8,837 0.45% 0.45% 158 0 0.0% Q2 2026 Jul 16, 2026
WRAPMANAGER INC History No change 75,233 8,836 2.76% 2.76% 159 0 0.0% Q2 2026 Aug 05, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 72,420 8,505 0.11% 0.11% 160 0 0.0% Q2 2026 Jul 15, 2026
FIFTH THIRD BANCORP History No change 71,780 8,430 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 05, 2026
Midwest Professional Planners, LTD. History No change 71,494 8,397 1.65% 1.65% 162 0 0.0% Q2 2026 Aug 05, 2026
Keel Point, LLC History No change 70,762 8,311 0.49% 0.49% 163 0 0.0% Q2 2026 Aug 14, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 67,929 7,978 8.6% 8.6% 164 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 66,441 7,803 0.04% 0.04% 165 0 0.0% Q2 2026 Aug 13, 2026
Benchmark Financial, LLC History No change 66,408 7,799 6.36% 6.36% 166 0 0.0% Q2 2026 Jul 21, 2026
4J Wealth Management LLC History No change 65,537 7,697 3.78% 3.78% 167 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 64,635 7,591 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 14, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 64,292 7,552 1.87% 1.87% 169 0 0.0% Q2 2026 Jul 21, 2026
Procyon Advisors, LLC History No change 64,226 7,543 0.33% 0.33% 170 0 0.0% Q2 2026 Jul 09, 2026
Steward Partners Investment Advisory, LLC History No change 63,976 7,513 0.04% 0.04% 171 0 0.0% Q2 2026 Aug 13, 2026
Coastal Bridge Advisors, LLC History No change 63,668 7,477 0.46% 0.46% 172 0 0.0% Q2 2026 Aug 17, 2026
Global Retirement Partners, LLC History No change 63,435 7,450 0.11% 0.11% 173 0 0.0% Q2 2026 Aug 06, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 63,232 7,426 0.75% 0.75% 174 0 0.0% Q2 2026 Jul 24, 2026
Altman Advisors, Inc. History No change 63,212 7,424 2.66% 2.66% 175 0 0.0% Q2 2026 Aug 10, 2026
Hilltop Holdings Inc. History No change 62,939 7,392 0.57% 0.57% 176 0 0.0% Q2 2026 Aug 13, 2026
CAMDEN NATIONAL BANK History No change 62,695 7,363 0.96% 0.96% 177 0 0.0% Q2 2026 Jul 31, 2026
Prospera Financial Services Inc History No change 61,597 7,234 0.11% 0.11% 178 0 0.0% Q2 2026 Jul 15, 2026
JPL Wealth Management, LLC History No change 61,566 7,230 1.43% 1.43% 179 0 0.0% Q2 2026 Aug 13, 2026
Philadelphia Investment Partners, LLC History No change 61,405 7,211 4.49% 4.49% 180 0 0.0% Q2 2026 Aug 14, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 60,622 7,119 0.25% 0.25% 181 0 0.0% Q2 2026 Aug 13, 2026
Great Diamond Partners, LLC History No change 60,578 7,114 1.22% 1.22% 182 0 0.0% Q2 2026 Jul 17, 2026
Rinkey Investments History No change 59,819 7,025 1.65% 1.65% 183 0 0.0% Q2 2026 Jul 20, 2026
Rehmann Capital Advisory Group History No change 59,748 7,017 0.32% 0.32% 184 0 0.0% Q2 2026 Aug 20, 2026
Checchi Capital Advisers, LLC History No change 59,698 7,011 0.32% 0.32% 185 0 0.0% Q2 2026 Aug 04, 2026
Frontier Asset Management, LLC History No change 58,814 6,907 1.24% 1.24% 186 0 0.0% Q2 2026 Aug 06, 2026
DSG Capital Advisors, LLC History No change 58,746 6,858 0.97% 0.97% 187 0 0.0% Q2 2026 Aug 06, 2026
Centerline Wealth Advisors, LLC History No change 56,062 6,584 2.06% 2.06% 188 0 0.0% Q2 2026 Jul 17, 2026
MFA Wealth Services History No change 54,356 6,384 3.81% 3.81% 189 0 0.0% Q2 2026 Jul 21, 2026
InTrack Investment Management Inc History No change 54,004 6,342 3.14% 3.14% 190 0 0.0% Q2 2026 Jul 17, 2026
Whalen Wealth Management Inc. History Reduced 55,584 6,305 2.69% 3.46% 191 -9,887 -15.1% Q3 2026 Oct 08, 2026
BENJAMIN EDWARDS INC History No change 53,583 6,293 0.06% 0.06% 192 0 0.0% Q2 2026 Jul 24, 2026
AMG National Trust Bank History No change 53,257 6,255 0.13% 0.13% 193 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 53,252 6,254 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 53,111 6,237 0.03% 0.03% 195 0 0.0% Q2 2026 Jul 13, 2026
CITADEL ADVISORS LLC History No change 52,800 6,201 0.0% 0.0% 196 0 0.0% Q2 2026 Sep 02, 2026
Blue Fin Capital, Inc. History No change 52,614 6,179 0.89% 0.89% 197 0 0.0% Q2 2026 Aug 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 50,001 5,872 0.4% 0.4% 198 0 0.0% Q2 2026 Aug 04, 2026
Values First Advisors, Inc. History No change 49,287 5,788 2.64% 2.64% 199 0 0.0% Q2 2026 Aug 04, 2026
Strategic Blueprint, LLC History No change 48,822 5,734 0.29% 0.29% 200 0 0.0% Q2 2026 Jul 23, 2026
Trilogy Capital Inc. History No change 48,757 5,726 0.22% 0.22% 201 0 0.0% Q2 2026 Jul 02, 2026
Columbia Bank History No change 48,433 5,688 1.28% 1.28% 202 0 0.0% Q2 2026 Jul 24, 2026
Bulltick Wealth Management, LLC History No change 47,547 5,584 1.14% 1.14% 203 0 0.0% Q2 2026 Jul 30, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 46,974 5,517 2.99% 2.99% 204 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 46,875 5,505 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 27, 2026
SEMITAM BONAM LLC History No change 46,825 5,499 4.04% 4.04% 206 0 0.0% Q2 2026 Jul 24, 2026
Tennessee Valley Asset Management Partners History No change 46,593 5,472 0.6% 0.6% 207 0 0.0% Q2 2026 Aug 10, 2026
CFO4Life Group, LLC History No change 46,421 5,452 0.73% 0.73% 208 0 0.0% Q2 2026 Aug 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 46,167 5,422 0.09% 0.09% 209 0 0.0% Q2 2026 Aug 10, 2026
1 NORTH WEALTH SERVICES LLC History No change 45,734 5,371 1.76% 1.76% 210 0 0.0% Q2 2026 Aug 03, 2026
Compass Financial Group, Inc. (Ohio) History No change 44,738 5,254 3.51% 3.51% 211 0 0.0% Q2 2026 Aug 12, 2026
Veridan Wealth LLC History No change 44,643 5,243 1.78% 1.78% 212 0 0.0% Q2 2026 Aug 10, 2026
LARCH CAPITAL PARTNERS LLC History No change 44,523 5,229 0.75% 0.75% 213 0 0.0% Q2 2026 Aug 17, 2026
Dynamic Advisor Solutions LLC History No change 44,300 5,203 0.15% 0.15% 214 0 0.0% Q2 2026 Jul 07, 2026
PINNACLE ASSOCIATES LTD History No change 44,234 5,195 0.06% 0.06% 215 0 0.0% Q2 2026 Aug 03, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 44,164 5,187 0.1% 0.1% 216 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 44,088 5,178 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 14, 2026
Monument Capital Management History Added to 45,044 5,109 1.06% 1.01% 218 +2,187 5.1% Q3 2026 Oct 08, 2026
Brookstone Capital Management History No change 43,354 5,091 0.05% 0.05% 219 0 0.0% Q2 2026 Jul 15, 2026
Storen Legacy Partners, LLC History No change 43,131 5,065 1.38% 1.38% 220 0 0.0% Q2 2026 Jul 17, 2026
Robertson Stephens Wealth Management, LLC History No change 42,777 5,024 0.12% 0.12% 221 0 0.0% Q2 2026 Jul 29, 2026
Atria Investments, Inc History No change 41,905 4,921 0.05% 0.05% 222 0 0.0% Q2 2026 Jul 28, 2026
Center For Asset Management LLC History No change 41,175 4,836 2.15% 2.15% 223 0 0.0% Q2 2026 Jul 27, 2026
Gladwyn Financial Advisors, Inc. History Added to 41,993 4,763 3.04% 3.03% 224 +796 1.93% Q3 2026 Oct 05, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 40,339 4,737 0.12% 0.12% 225 0 0.0% Q2 2026 Jul 31, 2026
UNIQUE WEALTH, LLC History No change 39,646 4,656 0.54% 0.54% 226 0 0.0% Q2 2026 Jul 21, 2026
Gotham Asset Management, LLC History No change 39,564 4,646 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 14, 2026
Latko Wealth Management, Ltd. History No change 39,046 4,585 1.95% 1.95% 228 0 0.0% Q2 2026 Jul 24, 2026
Cascades Capital Asset Management, LLC History No change 38,812 4,558 1.69% 1.69% 229 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 38,652 4,539 0.27% 0.27% 230 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 38,602 4,533 0.04% 0.04% 231 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 37,899 4,451 0.05% 0.05% 232 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 37,776 4,436 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 28, 2026
Newport Capital Group, LLC History No change 37,196 4,368 2.45% 2.45% 234 0 0.0% Q2 2026 Jul 21, 2026
Christensen, King & Associates Investment Services, Inc. History No change 36,995 4,345 1.73% 1.73% 235 0 0.0% Q2 2026 Jul 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 36,351 4,269 0.03% 0.03% 236 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 36,202 4,251 0.08% 0.08% 237 0 0.0% Q2 2026 Jul 20, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 36,036 4,232 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 11, 2026
IF Advisors, LLC History No change 35,882 4,214 2.77% 2.77% 239 0 0.0% Q2 2026 Aug 13, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 35,730 4,196 1.65% 1.65% 240 0 0.0% Q2 2026 Jul 13, 2026
Stratos Wealth Advisors, LLC History No change 35,218 4,136 0.23% 0.23% 241 0 0.0% Q2 2026 Aug 11, 2026
Maltin Wealth Management, Inc. History No change 34,617 4,065 1.36% 1.36% 242 0 0.0% Q2 2026 Jul 22, 2026
Madison Asset Management, LLC History No change 34,571 4,060 0.05% 0.05% 243 0 0.0% Q2 2026 Aug 10, 2026
CreativeOne Wealth, LLC History No change 34,459 4,047 0.09% 0.09% 244 0 0.0% Q2 2026 Aug 13, 2026
Vision Capital Management, Inc. History No change 34,064 4,000 0.46% 0.46% 245 0 0.0% Q2 2026 Aug 10, 2026
Private Advisory Group LLC History No change 34,026 3,996 0.22% 0.22% 246 0 0.0% Q2 2026 Aug 06, 2026
Mount Lucas Management LP History No change 34,011 3,994 1.42% 1.42% 247 0 0.0% Q2 2026 Aug 10, 2026
Pacific Park Financial, Inc. History No change 33,105 3,888 2.26% 2.26% 248 0 0.0% Q2 2026 Jul 21, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 33,080 3,885 0.4% 0.4% 249 0 0.0% Q2 2026 Jul 28, 2026
Ascent Group, LLC History No change 32,857 3,859 0.12% 0.12% 250 0 0.0% Q2 2026 Aug 03, 2026
Opus Capital Group, LLC History No change 31,887 3,745 0.36% 0.36% 251 0 0.0% Q2 2026 Jul 31, 2026
International Private Wealth Advisors LLC History No change 31,467 3,695 1.9% 1.9% 252 0 0.0% Q2 2026 Aug 07, 2026
EFG International AG History No change 31,334 3,680 0.07% 0.07% 253 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 30,998 3,640 0.22% 0.22% 254 0 0.0% Q2 2026 Aug 04, 2026
BayBridge Capital Group, LLC History No change 30,945 3,634 1.89% 1.89% 255 0 0.0% Q2 2026 Jul 14, 2026
Longview Financial Advisors LLC History No change 30,459 3,577 1.77% 1.77% 256 0 0.0% Q2 2026 Jul 14, 2026
Tranquilli Financial Advisor LLC History No change 30,408 3,571 1.92% 1.92% 257 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 30,170 3,543 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 30,169 3,543 0.17% 0.17% 259 0 0.0% Q2 2026 Jul 21, 2026
ENTREWEALTH, LLC History No change 30,460 3,543 1.31% 1.31% 260 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 29,564 3,472 0.09% 0.09% 261 0 0.0% Q2 2026 Aug 04, 2026
Spartan Planning & Wealth Management History No change 29,542 3,469 2.31% 2.31% 262 0 0.0% Q2 2026 Jul 22, 2026
William Howard & Co Financial Advisors Inc History No change 29,180 3,427 2.67% 2.67% 263 0 0.0% Q2 2026 Jul 09, 2026
NorthCrest Asset Manangement, LLC History No change 28,927 3,379 0.09% 0.09% 264 0 0.0% Q2 2026 Jul 15, 2026
WCG Wealth Advisors LLC History No change 28,709 3,371 0.08% 0.08% 265 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 28,574 3,355 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 10, 2026
IHT Wealth Management, LLC History No change 28,383 3,333 0.07% 0.07% 267 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History Added to 29,104 3,299 0.04% 0.01% 268 +22,084 314.59% Q3 2026 Oct 08, 2026
WARNER FINANCIAL, INC History No change 28,092 3,299 0.97% 0.97% 269 0 0.0% Q2 2026 Jul 09, 2026
HARBOUR INVESTMENTS, INC. History No change 28,041 3,293 0.04% 0.04% 270 0 0.0% Q2 2026 Aug 12, 2026
Blue Capital, Inc. History No change 28,003 3,288 2.09% 2.09% 271 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 27,965 3,284 0.07% 0.07% 272 0 0.0% Q2 2026 Aug 03, 2026
Heck Capital Advisors, LLC History No change 27,695 3,252 0.19% 0.19% 273 0 0.0% Q2 2026 Jul 10, 2026
J.W. COLE ADVISORS, INC. History No change 27,591 3,240 0.06% 0.06% 274 0 0.0% Q2 2026 Jul 21, 2026
Centennial Wealth Advisory LLC History No change 27,566 3,238 0.7% 0.7% 275 0 0.0% Q2 2026 Jul 13, 2026
ETF Store, Inc. History No change 26,986 3,169 2.65% 2.65% 276 0 0.0% Q2 2026 Jul 29, 2026
Crabel Capital Management, LLC History No change 26,797 3,147 2.3% 2.3% 277 0 0.0% Q2 2026 Aug 13, 2026
Fortune Financial Advisors, LLC History No change 26,577 3,121 1.34% 1.34% 278 0 0.0% Q2 2026 Jul 22, 2026
49 WEALTH MANAGEMENT, LLC History No change 26,529 3,115 0.59% 0.59% 279 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 26,529 3,115 0.59% 0.59% 280 0 0.0% Q2 2026 Aug 14, 2026
CDKV HOLDINGS LLC History No change 26,177 3,074 2.4% 2.4% 281 0 0.0% Q2 2026 Jul 30, 2026
One Day In July LLC History No change 25,936 3,046 0.21% 0.21% 282 0 0.0% Q2 2026 Aug 03, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 25,898 3,041 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 19, 2026
BNP PARIBAS History No change 25,420 2,985 0.08% 0.08% 284 0 0.0% Q2 2026 Aug 13, 2026
Union Bancaire Privee, UBP SA History No change 25,327 2,983 0.03% 0.03% 285 0 0.0% Q2 2026 Jul 16, 2026
Arete Wealth Advisors, LLC History No change 25,282 2,969 0.2% 0.2% 286 0 0.0% Q2 2026 Aug 12, 2026
GeoWealth Management, LLC History No change 25,200 2,959 0.09% 0.09% 287 0 0.0% Q2 2026 Jul 30, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 25,200 2,959 0.6% 0.6% 288 0 0.0% Q2 2026 Jul 17, 2026
Capital Investment Advisory Services, LLC History No change 25,170 2,956 0.18% 0.18% 289 0 0.0% Q2 2026 Jul 23, 2026
Endowment Wealth Management, Inc. History No change 24,794 2,912 1.13% 1.13% 290 0 0.0% Q2 2026 Aug 05, 2026
MMBG INVESTMENT ADVISORS CO. History No change 24,690 2,899 0.23% 0.23% 291 0 0.0% Q2 2026 Aug 10, 2026
Wealthfront Advisers LLC History No change 24,455 2,872 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 07, 2026
Tidal Investments LLC History No change 24,336 2,858 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History No change 25,015 2,837 0.3% 0.3% 294 0 0.0% Q3 2026 Oct 05, 2026
Chesley Taft & Associates LLC History No change 23,832 2,799 0.11% 0.11% 295 0 0.0% Q2 2026 Jul 08, 2026
Sequent Planning LLC History No change 23,358 2,743 0.59% 0.59% 296 0 0.0% Q2 2026 Aug 14, 2026
Magnus Financial Group LLC History No change 23,212 2,726 0.19% 0.19% 297 0 0.0% Q2 2026 Jul 09, 2026
Trajan Wealth LLC History No change 23,054 2,707 0.1% 0.1% 298 0 0.0% Q2 2026 Aug 13, 2026
REGATTA CAPITAL GROUP, LLC History No change 22,624 2,657 0.36% 0.36% 299 0 0.0% Q2 2026 Aug 12, 2026
Jacobi Capital Management LLC History No change 22,620 2,656 0.13% 0.13% 300 0 0.0% Q2 2026 Jul 31, 2026
Avidian Wealth Enterprises, LLC History Added to 22,553 2,558 0.07% 0.02% 301 +15,158 204.98% Q3 2026 Oct 08, 2026
World Investment Advisors History No change 20,953 2,484 0.04% 0.04% 302 0 0.0% Q2 2026 Aug 13, 2026
Robinson Value Management, Ltd. History No change 21,083 2,476 1.33% 1.33% 303 0 0.0% Q2 2026 Aug 10, 2026
SURIENCE PRIVATE WEALTH LLC History No change 20,911 2,455 2.16% 2.16% 304 0 0.0% Q2 2026 Jul 24, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 20,588 2,418 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 13, 2026
MARINER INVESTMENT GROUP LLC History No change 20,551 2,413 0.52% 0.52% 306 0 0.0% Q2 2026 Jul 24, 2026
PW Nova Financial Services LLC History No change 20,546 2,413 0.52% 0.52% 307 0 0.0% Q2 2026 Jul 29, 2026
GC Wealth Management RIA, LLC History No change 20,458 2,402 0.14% 0.14% 308 0 0.0% Q2 2026 Jul 16, 2026
HighPoint Advisor Group LLC History No change 20,218 2,374 0.08% 0.08% 309 0 0.0% Q2 2026 Aug 05, 2026
Eagle Strategies LLC History No change 20,219 2,374 0.24% 0.24% 310 0 0.0% Q2 2026 Jul 21, 2026
MFA WEALTH ADVISORS, LLC History Added to 20,852 2,365 0.4% 0.41% 311 +151 0.73% Q3 2026 Oct 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 19,977 2,345 0.24% 0.24% 312 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 19,900 2,337 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 19,905 2,337 0.34% 0.34% 314 0 0.0% Q2 2026 Jul 21, 2026
Aerodigm Wealth, LLC History No change 19,831 2,329 0.79% 0.79% 315 0 0.0% Q2 2026 Aug 04, 2026
Braeburn Wealth Management LLC History No change 19,831 2,328 1.0% 1.0% 316 0 0.0% Q2 2026 Jul 21, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 19,789 2,324 1.6% 1.6% 317 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 19,745 2,319 0.11% 0.11% 318 0 0.0% Q2 2026 Aug 04, 2026
Markin Asset Management, LP History No change 19,531 2,293 1.96% 1.96% 319 0 0.0% Q2 2026 Jul 13, 2026
MY Wealth Management Inc. History No change 19,443 2,283 1.61% 1.61% 320 0 0.0% Q2 2026 Aug 07, 2026
Maridea Wealth Management LLC History No change 19,399 2,278 0.25% 0.25% 321 0 0.0% Q2 2026 Aug 06, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 19,364 2,274 1.05% 1.05% 322 0 0.0% Q2 2026 Jul 29, 2026
CONNING INC. History No change 19,236 2,259 0.07% 0.07% 323 0 0.0% Q2 2026 Jul 30, 2026
Strategic Investment Advisors / MI History No change 19,120 2,245 0.14% 0.14% 324 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 18,987 2,230 0.04% 0.04% 325 0 0.0% Q2 2026 Jul 14, 2026
Perigon Wealth Management, LLC History No change 18,982 2,229 0.04% 0.04% 326 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 18,930 2,223 0.01% 0.01% 327 0 0.0% Q2 2026 Sep 23, 2026
Cresset Asset Management, LLC History No change 18,462 2,168 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 18,379 2,158 0.24% 0.24% 329 0 0.0% Q2 2026 Jul 09, 2026
Merit Financial Group, LLC History No change 18,226 2,140 0.01% 0.01% 330 0 0.0% Q2 2026 Jul 20, 2026
Resonant Capital Advisors, LLC History No change 18,225 2,140 0.1% 0.1% 331 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History No change 18,192 2,136 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 29, 2026
Federation des caisses Desjardins du Quebec History No change 18,168 2,133 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 13, 2026
PW ADVISORS, LLC \ FL History No change 17,556 2,061 1.38% 1.38% 334 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 17,400 2,043 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 03, 2026
REGIONS FINANCIAL CORP History No change 17,038 2,001 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 10, 2026
Royal Fund Management, LLC History No change 16,768 1,969 0.16% 0.16% 337 0 0.0% Q2 2026 Jul 20, 2026
Verdence Capital Advisors LLC History No change 16,510 1,939 0.1% 0.1% 338 0 0.0% Q2 2026 Jul 29, 2026
Twele Capital Management, Inc. History No change 16,501 1,938 0.32% 0.32% 339 0 0.0% Q2 2026 Jul 14, 2026
Edgestream Partners, L.P. History No change 16,502 1,938 0.06% 0.06% 340 0 0.0% Q2 2026 Aug 11, 2026
Balefire, LLC History Added to 16,787 1,904 0.3% 0.03% 341 +15,065 874.85% Q3 2026 Oct 09, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 16,185 1,900 1.11% 1.11% 342 0 0.0% Q2 2026 Jul 28, 2026
PROFFITT & GOODSON INC History No change 16,028 1,882 0.26% 0.26% 343 0 0.0% Q2 2026 Jul 22, 2026
Belleair Asset Management, LLC History No change 16,004 1,879 1.58% 1.58% 344 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 15,967 1,875 0.02% 0.02% 345 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 15,793 1,854 0.04% 0.04% 346 0 0.0% Q2 2026 Jul 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 15,612 1,833 0.05% 0.05% 347 0 0.0% Q2 2026 Aug 10, 2026
Beacon Bank & Trust History No change 15,427 1,811 0.35% 0.35% 348 0 0.0% Q2 2026 Aug 03, 2026
Sowell Financial Services LLC History No change 15,383 1,806 0.06% 0.06% 349 0 0.0% Q2 2026 Jul 17, 2026
RKL Wealth Management LLC History No change 15,146 1,778 0.14% 0.14% 350 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 15,092 1,772 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 14,986 1,760 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 10, 2026
TWO SIGMA SECURITIES, LLC History No change 14,577 1,712 0.15% 0.15% 353 0 0.0% Q2 2026 Aug 14, 2026
WAYSTONE ADVISORS LLC History No change 14,572 1,711 1.28% 1.28% 354 0 0.0% Q2 2026 Jul 16, 2026
Israel Discount Bank of New York History No change 14,532 1,706 3.16% 3.16% 355 0 0.0% Q2 2026 Jul 07, 2026
Betterment LLC History No change 14,398 1,691 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 13,916 1,634 0.06% 0.06% 357 0 0.0% Q2 2026 Aug 13, 2026
Entelevest, LLC History No change 13,910 1,633 1.4% 1.4% 358 0 0.0% Q2 2026 Jul 22, 2026
Spire Wealth Management History No change 13,886 1,630 0.05% 0.05% 359 0 0.0% Q2 2026 Jul 15, 2026
BANK HAPOALIM BM History No change 13,858 1,628 0.11% 0.11% 360 0 0.0% Q2 2026 Aug 05, 2026
E&G Advisors, LLC History No change 13,437 1,578 0.3% 0.3% 361 0 0.0% Q2 2026 Jul 23, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 13,434 1,577 0.39% 0.39% 362 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 13,361 1,569 0.29% 0.29% 363 0 0.0% Q2 2026 Aug 04, 2026
BURKE & HERBERT BANK & TRUST CO History No change 13,332 1,565 0.39% 0.39% 364 0 0.0% Q2 2026 Aug 07, 2026
Alliance Private Wealth, LLC History No change 13,254 1,556 0.54% 0.54% 365 0 0.0% Q2 2026 Jul 09, 2026
Allworth Financial LP History No change 13,219 1,552 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 11, 2026
COMMERCE BANK History No change 13,100 1,538 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 12, 2026
Stronghold Wealth Management L.L.C. History No change 13,098 1,538 2.06% 2.06% 368 0 0.0% Q2 2026 Jul 24, 2026
THOR TRADING ADVISORS, LLC History No change 13,050 1,532 0.48% 0.48% 369 0 0.0% Q2 2026 Aug 12, 2026
Generation Capital Management LLC History No change 12,916 1,516 0.93% 0.93% 370 0 0.0% Q2 2026 Aug 13, 2026
Avestar Capital, LLC History No change 12,865 1,510 0.08% 0.08% 371 0 0.0% Q2 2026 Jul 29, 2026
ATWOOD & PALMER INC History Reduced 13,220 1,499 0.08% 0.08% 372 -35 -0.26% Q3 2026 Oct 08, 2026
SummitTX Capital, L.P. History No change 12,751 1,497 0.04% 0.04% 373 0 0.0% Q2 2026 Aug 14, 2026
Welch Group, LLC History No change 12,500 1,468 0.05% 0.05% 374 0 0.0% Q2 2026 Jul 23, 2026
PKS Advisory Services, LLC History No change 12,431 1,460 0.23% 0.23% 375 0 0.0% Q2 2026 Aug 04, 2026
NICOLET BANKSHARES INC History No change 12,423 1,456 0.05% 0.05% 376 0 0.0% Q2 2026 Aug 11, 2026
Greenspring Advisors, LLC History No change 12,314 1,446 0.08% 0.08% 377 0 0.0% Q2 2026 Aug 11, 2026
Emprise Bank History Added to 12,732 1,444 0.55% 0.37% 378 +4,242 49.96% Q3 2026 Oct 07, 2026
Verger Capital Management LLC History No change 12,101 1,421 0.42% 0.42% 379 0 0.0% Q2 2026 Jul 28, 2026
TRED AVON FAMILY WEALTH, LLC History No change 12,099 1,421 0.43% 0.43% 380 0 0.0% Q2 2026 Aug 10, 2026
Fisher Asset Management, LLC History No change 12,028 1,412 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 04, 2026
Penobscot Investment Management Company, Inc. History No change 11,972 1,406 0.1% 0.1% 382 0 0.0% Q2 2026 Jul 24, 2026
COGENT STRATEGIC WEALTH LLC History No change 11,959 1,404 1.34% 1.34% 383 0 0.0% Q2 2026 Aug 11, 2026
Nolet Wealth Management, LLC History No change 11,862 1,393 0.77% 0.77% 384 0 0.0% Q2 2026 Jul 10, 2026
Legacy Private Trust Co. History Added to 12,135 1,376 0.08% 0.08% 385 +485 4.16% Q3 2026 Oct 06, 2026
NWAM LLC History No change 11,716 1,376 0.07% 0.07% 386 0 0.0% Q2 2026 Jul 23, 2026
WNY Asset Management, LLC History No change 11,682 1,372 0.12% 0.12% 387 0 0.0% Q2 2026 Aug 17, 2026
FIRST NATIONAL BANK OF OMAHA History No change 11,610 1,367 0.04% 0.04% 388 0 0.0% Q2 2026 Aug 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 11,342 1,332 0.02% 0.02% 389 0 0.0% Q2 2026 Jul 14, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 11,313 1,328 0.09% 0.09% 390 0 0.0% Q2 2026 Jul 16, 2026
SevenBridge Financial Group, LLC History No change 11,376 1,325 0.19% 0.19% 391 0 0.0% Q2 2026 Aug 12, 2026
HCR Wealth Advisors History No change 11,235 1,319 0.12% 0.12% 392 0 0.0% Q2 2026 Jul 13, 2026
Summit Financial, LLC History No change 11,213 1,317 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 12, 2026
Bryn Mawr Trust Advisors, LLC History No change 11,083 1,301 0.06% 0.06% 394 0 0.0% Q2 2026 Aug 03, 2026
Sanchez Gaunt Capital Management, LLC History No change 11,074 1,300 0.73% 0.73% 395 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 11,004 1,292 0.04% 0.04% 396 0 0.0% Q2 2026 Aug 14, 2026
LightSquare Wealth Management, LLC History No change 10,714 1,258 0.87% 0.87% 397 0 0.0% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History No change 10,689 1,250 0.0% 0.0% 398 0 0.0% Q2 2026 Jul 27, 2026
Compagnie Lombard Odier SCmA History No change 10,533 1,237 0.01% 0.01% 399 0 0.0% Q2 2026 Jul 29, 2026
TFB Advisors LLC History No change 10,504 1,233 0.54% 0.54% 400 0 0.0% Q2 2026 Aug 06, 2026
Montecito Bank & Trust History Added to 10,699 1,213 0.18% 0.18% 401 +374 3.62% Q3 2026 Oct 01, 2026
WEST MICHIGAN ADVISORS, LLC History No change 10,217 1,199 0.23% 0.23% 402 0 0.0% Q2 2026 Aug 21, 2026
HBE Wealth Management, LLC History No change 10,027 1,177 0.85% 0.85% 403 0 0.0% Q2 2026 Jul 13, 2026
CADINHA & CO LLC History No change 9,968 1,170 0.17% 0.17% 404 0 0.0% Q2 2026 Jul 28, 2026
Fiduciary Alliance LLC History No change 9,893 1,161 0.08% 0.08% 405 0 0.0% Q2 2026 Jul 20, 2026
Oak Grove Capital LLC History No change 10,200 1,157 0.05% 0.06% 406 0 0.0% Q3 2026 Oct 09, 2026
FLP Wealth Management, LLC History No change 9,758 1,146 2.04% 2.04% 407 0 0.0% Q2 2026 Jul 28, 2026
StoneX Group Inc. History No change 9,751 1,145 0.05% 0.05% 408 0 0.0% Q2 2026 Aug 12, 2026
NDWM LLC History No change 9,646 1,132 0.67% 0.67% 409 0 0.0% Q2 2026 Jul 23, 2026
J. Safra Sarasin Holding AG History No change 9,485 1,124 0.02% 0.02% 410 0 0.0% Q2 2026 Jul 31, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 9,440 1,108 0.89% 0.89% 411 0 0.0% Q2 2026 Aug 06, 2026
Martin Capital Partners, LLC History Added to 9,762 1,107 0.4% 0.4% 412 +431 4.62% Q3 2026 Oct 07, 2026
Core Wealth Partners LLC History No change 9,402 1,104 0.47% 0.47% 413 0 0.0% Q2 2026 Jul 17, 2026
Stelac Advisory Services LLC History No change 9,347 1,097 0.2% 0.2% 414 0 0.0% Q2 2026 Aug 10, 2026
PACIFIC FINANCIAL GROUP INC History No change 8,944 1,050 0.5% 0.5% 415 0 0.0% Q2 2026 Aug 13, 2026
AlTi Global, Inc. History No change 8,788 1,032 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 05, 2026
Bigelow Investment Advisors, LLC History No change 8,735 1,025 0.37% 0.37% 417 0 0.0% Q2 2026 Jul 30, 2026
Kingsview Wealth Management, LLC History No change 8,723 1,024 0.01% 0.01% 418 0 0.0% Q2 2026 Aug 18, 2026
Ameritas Advisory Services, LLC History No change 8,630 1,013 0.02% 0.02% 419 0 0.0% Q2 2026 Aug 14, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 8,502 998 0.03% 0.03% 420 0 0.0% Q2 2026 Aug 17, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 8,452 992 0.2% 0.2% 421 0 0.0% Q2 2026 Jul 22, 2026
Analyst IMS Investment Management Services Ltd. History No change 8,251 969 0.02% 0.02% 422 0 0.0% Q2 2026 Jul 29, 2026
Timber Creek Capital Management LLC History No change 8,248 968 0.2% 0.2% 423 0 0.0% Q2 2026 Aug 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 8,179 960 0.12% 0.12% 424 0 0.0% Q2 2026 Aug 12, 2026
Composition Wealth, LLC History No change 8,143 956 0.01% 0.01% 425 0 0.0% Q2 2026 Jul 22, 2026
Simplicity Wealth,LLC History No change 8,122 953 0.03% 0.03% 426 0 0.0% Q2 2026 Aug 06, 2026
Roehl & Yi Investment Advisors, LLC History No change 943,948 943 0.31% 0.31% 427 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 8,028 942 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 8,012 941 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 15, 2026
Strathmore Capital Advisors, Inc. History No change 8,078 941 0.25% 0.25% 430 0 0.0% Q2 2026 Aug 10, 2026
Camarda Financial Advisors, LLC History No change 7,993 938 0.28% 0.28% 431 0 0.0% Q2 2026 Aug 14, 2026
GenWealth Group, Inc. History No change 7,971 936 0.15% 0.15% 432 0 0.0% Q2 2026 Jul 10, 2026
J.M. Arbour, LLC History No change 7,894 927 0.8% 0.8% 433 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History No change 7,872 924 0.03% 0.03% 434 0 0.0% Q2 2026 Jul 27, 2026
Hudson Portfolio Management LLC History No change 7,781 913 0.69% 0.69% 435 0 0.0% Q2 2026 Aug 12, 2026
Parker Financial LLC History No change 7,767 912 0.33% 0.33% 436 0 0.0% Q2 2026 Aug 03, 2026
Edge Wealth Management LLC History No change 7,750 910 0.15% 0.15% 437 0 0.0% Q2 2026 Jul 09, 2026
CULLEN/FROST BANKERS, INC. History No change 7,691 903 0.01% 0.01% 438 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO History No change 7,700 902 0.01% 0.01% 439 0 0.0% Q2 2026 Jul 27, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 7,951 901 0.54% 0.56% 440 +23 0.29% Q3 2026 Oct 07, 2026
Peak Asset Management, LLC History No change 7,659 899 0.13% 0.13% 441 0 0.0% Q2 2026 Aug 13, 2026
ABLE Financial Group, LLC History No change 7,632 896 0.15% 0.15% 442 0 0.0% Q2 2026 Jul 22, 2026
BSW Wealth Partners History No change 7,620 894 0.1% 0.1% 443 0 0.0% Q2 2026 Jul 15, 2026
Upper Left Wealth Management, LLC History No change 7,612 894 0.5% 0.5% 444 0 0.0% Q2 2026 Jul 14, 2026
Koa Wealth Management, LLC History No change 7,561 888 0.6% 0.6% 445 0 0.0% Q2 2026 Jul 20, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 7,735 877 0.14% 0.15% 447 +74 0.97% Q3 2026 Oct 08, 2026
BLAIR WILLIAM & CO/IL History No change 7,468 877 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 11, 2026
Klaas Financial Asset Advisors, LLC History No change 7,459 876 0.11% 0.11% 448 0 0.0% Q2 2026 Jul 15, 2026
Alaska Permanent Capital Management, LLC History No change 7,328 860 0.06% 0.06% 449 0 0.0% Q2 2026 Aug 11, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 7,346 859 0.56% 0.56% 450 0 0.0% Q2 2026 Jul 06, 2026
Crestwood Advisors Group, LLC History No change 7,314 858 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 03, 2026
MGO ONE SEVEN LLC History No change 7,284 855 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 31, 2026
F/m Investments LLC History No change 7,222 848 0.04% 0.04% 453 0 0.0% Q2 2026 Aug 05, 2026
Summit Wealth Partners, LLC History No change 7,196 845 0.12% 0.12% 454 0 0.0% Q2 2026 Aug 03, 2026
Vontobel Holding Ltd. History No change 7,114 835 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 03, 2026
Patten Group, Inc. History No change 7,083 831 0.13% 0.13% 456 0 0.0% Q2 2026 Aug 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 6,995 821 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 14, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 6,944 815 0.25% 0.25% 458 0 0.0% Q2 2026 Jul 16, 2026
Vestmark Advisory Solutions, Inc. History No change 6,806 799 0.01% 0.01% 459 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,806 799 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 6,643 780 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 6,595 774 0.01% 0.01% 462 0 0.0% Q2 2026 Aug 06, 2026
ROCKLAND TRUST CO History Reduced 6,631 752 0.03% 0.03% 463 -71 -1.06% Q3 2026 Oct 05, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 6,264 735 0.06% 0.06% 464 0 0.0% Q2 2026 Aug 14, 2026
Columbus Macro, LLC History No change 6,239 732 0.07% 0.07% 465 0 0.0% Q2 2026 Jul 22, 2026
CHOREO, LLC History No change 6,179 725 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 04, 2026
Summa Corp. History No change 6,170 724 0.23% 0.23% 467 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 6,150 722 0.3% 0.3% 468 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 6,044 709 0.02% 0.02% 469 0 0.0% Q2 2026 Jul 24, 2026
Fairvoy Private Wealth, LLC History No change 6,017 706 0.14% 0.14% 470 0 0.0% Q2 2026 Jul 17, 2026
MorganRosel Wealth Management, LLC History No change 5,863 688 0.23% 0.23% 471 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 5,856 687 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 04, 2026
Leverty Financial Group, LLC History New 6,004 681 0.12% — 473 +6,004 New Q3 2026 Oct 08, 2026
Gambit Capital Management, LLC History No change 5,682 667 0.39% 0.39% 474 0 0.0% Q2 2026 Aug 11, 2026
Argent Advisors, Inc. History No change 5,600 657 0.16% 0.16% 475 0 0.0% Q2 2026 Aug 05, 2026
Kovack Advisors, Inc. History No change 5,568 653 0.03% 0.03% 476 0 0.0% Q2 2026 Jul 28, 2026
CogentBlue Wealth Advisors, LLC History Added to 5,715 648 0.6% 0.28% 477 +1,483 35.04% Q3 2026 Oct 09, 2026
Waterloo Capital, L.P. History No change 5,474 642 0.04% 0.04% 478 0 0.0% Q2 2026 Jul 29, 2026
HORAN Wealth, LLC History No change 5,322 625 0.08% 0.08% 479 0 0.0% Q2 2026 Aug 26, 2026
MASECO LLP History No change 5,328 625 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 05, 2026
Noble Family Wealth, LLC History No change 5,308 623 0.11% 0.11% 481 0 0.0% Q2 2026 Aug 04, 2026
ARGUS INVESTORS' COUNSEL, INC. History Added to 5,413 614 0.48% 0.48% 482 +75 1.41% Q3 2026 Oct 09, 2026
AlphaCentric Advisors LLC History No change 5,214 612 0.52% 0.52% 483 0 0.0% Q2 2026 Jul 24, 2026
Asempa Wealth Advisors History Reduced 5,311 602 0.46% 0.69% 484 -2,570 -32.61% Q3 2026 Oct 07, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 5,071 601 0.1% 0.1% 485 0 0.0% Q2 2026 Aug 03, 2026
L.K. Benson & Company, P.C. History No change 5,104 599 0.18% 0.18% 486 0 0.0% Q2 2026 Jul 24, 2026
Canandaigua National Trust Co of Florida History New 5,227 592 0.33% — 490 +5,227 New Q3 2026 Oct 07, 2026
Bangor Savings Bank History Reduced 5,225 592 0.05% 0.05% 487 -2 -0.04% Q3 2026 Oct 06, 2026
Capital Investment Counsel, LLC History No change 5,043 592 0.07% 0.07% 488 0 0.0% Q2 2026 Jul 15, 2026
Thompson David Blair History No change 5,042 592 0.3% 0.3% 489 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Reduced 5,200 589 0.02% 0.02% 492 -272 -4.97% Q3 2026 Oct 08, 2026
Sequoia Financial Advisors, LLC History No change 5,020 589 0.0% 0.0% 491 0 0.0% Q2 2026 Jul 17, 2026
Paragon Capital Management Ltd History Reduced 5,127 581 0.11% 0.33% 493 -9,773 -65.59% Q3 2026 Oct 09, 2026
Bedel Financial Consulting, Inc. History No change 4,843 568 0.05% 0.05% 494 0 0.0% Q2 2026 Jul 29, 2026
SFMG, LLC History No change 4,835 567 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 13, 2026
Investment Research Partners LLC History No change 4,734 556 0.19% 0.19% 496 0 0.0% Q2 2026 Aug 04, 2026
Midwest Trust Co History No change 4,718 554 0.01% 0.01% 497 0 0.0% Q2 2026 Aug 04, 2026
CVA Family Office, LLC History No change 4,711 553 0.05% 0.05% 498 0 0.0% Q2 2026 Aug 07, 2026
Freestone Capital Holdings, LLC History No change 4,698 551 0.01% 0.01% 499 0 0.0% Q2 2026 Jul 31, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 4,659 547 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 4,590 539 0.04% 0.04% 501 0 0.0% Q2 2026 Jul 28, 2026
Argyle Capital Partners, LLC History No change 4,569 536 0.34% 0.34% 502 0 0.0% Q2 2026 Aug 07, 2026
RMR Wealth Builders History No change 4,500 528 0.03% 0.03% 503 0 0.0% Q2 2026 Jul 24, 2026
Asset One Wealth Management LLC History No change 4,509 527 0.06% 0.06% 504 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 4,458 523 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 14, 2026
ARRIEN INVESTMENTS, INC. History No change 4,443 521 0.26% 0.26% 506 0 0.0% Q2 2026 Jul 30, 2026
Asset Management One Co., Ltd. History No change 4,322 507 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 28, 2026
BANQUE PICTET & CIE SA History No change 4,324 507 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 24, 2026
Crewe Advisors LLC History No change 4,319 507 0.04% 0.04% 509 0 0.0% Q2 2026 Jul 23, 2026
Obermeyer Wealth Partners History No change 4,316 506 0.02% 0.02% 510 0 0.0% Q2 2026 Jul 29, 2026
DEUTSCHE BANK AG\ History No change 4,295 504 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 07, 2026
Faithward Advisors, LLC History No change 4,292 504 0.06% 0.06% 512 0 0.0% Q2 2026 Aug 12, 2026
RFG Advisory, LLC History No change 4,290 503 0.01% 0.01% 513 0 0.0% Q2 2026 Jul 15, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 4,275 502 0.22% 0.22% 514 0 0.0% Q2 2026 Jul 28, 2026
Rede Wealth, LLC History No change 4,180 490 0.16% 0.16% 515 0 0.0% Q2 2026 Aug 03, 2026
Robinswood Financial LLC History No change 4,155 488 0.14% 0.14% 516 0 0.0% Q2 2026 Jul 14, 2026
CAMBIAR INVESTORS LLC History No change 4,139 486 0.02% 0.02% 517 0 0.0% Q2 2026 Jul 31, 2026
Savant Capital, LLC History No change 4,114 483 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 10, 2026
MEITAV INVESTMENT HOUSE LTD History No change 4,038 473 0.0% 0.0% 519 0 0.0% Q2 2026 Jul 20, 2026
EP Wealth Advisors, LLC History No change 4,006 470 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 3,920 460 0.02% 0.02% 521 0 0.0% Q2 2026 Jul 23, 2026
Oxbow Advisors, LLC History No change 3,908 459 0.04% 0.04% 522 0 0.0% Q2 2026 Aug 07, 2026
High Probability Advisors, LLC History No change 3,902 458 0.05% 0.05% 523 0 0.0% Q2 2026 Jul 13, 2026
JGP Wealth Management, LLC History No change 3,877 455 0.04% 0.04% 524 0 0.0% Q2 2026 Jul 07, 2026
Prime Capital Investment Advisors, LLC History No change 3,868 454 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 3,813 447 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 3,792 445 0.0% 0.0% 527 0 0.0% Q2 2026 Jul 27, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 3,878 439 0.03% 0.03% 528 0 0.0% Q3 2026 Oct 09, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 3,733 438 0.06% 0.06% 529 0 0.0% Q2 2026 Jul 20, 2026
Element Wealth, LLC History No change 3,726 437 0.16% 0.16% 530 0 0.0% Q2 2026 Aug 14, 2026
KELLY FINANCIAL GROUP LLC History No change 3,715 436 0.1% 0.1% 531 0 0.0% Q2 2026 Jul 14, 2026
Carl P. Sherr & Co., LLC History No change 3,706 435 0.18% 0.18% 532 0 0.0% Q2 2026 Jul 31, 2026
Dana Investment Advisors, Inc. History No change 3,701 434 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 3,700 434 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 3,674 431 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 13, 2026
Ausdal Financial Partners, Inc. History No change 3,676 431 0.02% 0.02% 536 0 0.0% Q2 2026 Aug 14, 2026
Sierra Capital LLC History No change 3,659 429 0.04% 0.04% 537 0 0.0% Q2 2026 Aug 13, 2026
Phoenix Financial Ltd. History No change 3,649 428 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 11, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 3,652 428 0.06% 0.06% 539 0 0.0% Q2 2026 Jul 13, 2026
StoryOne LLC History No change 3,651 428 0.2% 0.2% 540 0 0.0% Q2 2026 Jul 24, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 3,642 427 0.06% 0.06% 541 0 0.0% Q2 2026 Aug 06, 2026
Principle Wealth Partners LLC History No change 3,623 425 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 3,590 421 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 10, 2026
John W. Brooker & Co., CPAs History No change 3,578 420 0.51% 0.51% 544 0 0.0% Q2 2026 Jul 20, 2026
Wilmington Savings Fund Society, FSB History No change 3,556 417 0.01% 0.01% 545 0 0.0% Q2 2026 Jul 28, 2026
JDM Financial Group LLC History No change 3,552 417 0.14% 0.14% 546 0 0.0% Q2 2026 Aug 17, 2026
Voya Financial Advisors, Inc. History No change 3,531 415 0.04% 0.04% 547 0 0.0% Q2 2026 Aug 12, 2026
Ethos Financial Group, LLC History No change 3,560 415 0.03% 0.03% 548 0 0.0% Q2 2026 Aug 07, 2026
Obsido Oy History No change 3,517 413 0.22% 0.22% 549 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 3,500 411 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 31, 2026
HSBC HOLDINGS PLC History No change 3,476 408 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 14, 2026
Stanley-Laman Group, Ltd. History No change 3,430 402 0.04% 0.04% 552 0 0.0% Q2 2026 Aug 05, 2026
Maxele Advisors, LLC History No change 3,427 402 0.28% 0.28% 553 0 0.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 3,350 393 0.03% 0.03% 554 0 0.0% Q2 2026 Jul 29, 2026
Firestone Capital Management History No change 3,338 392 0.07% 0.07% 555 0 0.0% Q2 2026 Jul 31, 2026
Goldstone Financial Group, LLC History No change 3,326 390 0.04% 0.04% 556 0 0.0% Q2 2026 Aug 11, 2026
Fortis Group Advisors, LLC History No change 3,274 384 0.06% 0.06% 557 0 0.0% Q2 2026 Jul 24, 2026
FORTE ASSET MANAGEMENT LLC History No change 3,250 381 0.16% 0.16% 558 0 0.0% Q2 2026 Jul 21, 2026
Aries Wealth Management History No change 3,238 380 0.07% 0.07% 559 0 0.0% Q2 2026 Jul 24, 2026
Allie Family Office LLC History No change 3,199 375 0.14% 0.14% 560 0 0.0% Q2 2026 Oct 02, 2026
Arkadios Wealth Advisors History No change 3,179 373 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 10, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 3,163 371 0.02% 0.02% 562 0 0.0% Q2 2026 Jul 15, 2026
WBH ADVISORY INC History No change 3,099 363 0.02% 0.02% 563 0 0.0% Q2 2026 Aug 05, 2026
WestHill Financial Advisors, Inc. History No change 3,094 363 0.06% 0.06% 564 0 0.0% Q2 2026 Jul 21, 2026
Redwood Investment Management, LLC History No change 3,084 362 0.04% 0.04% 565 0 0.0% Q2 2026 Aug 14, 2026
Balboa Wealth Partners History No change 3,088 362 0.05% 0.05% 566 0 0.0% Q2 2026 Aug 10, 2026
Genesis Wealth Advisors, LLC History No change 3,078 361 0.22% 0.22% 567 0 0.0% Q2 2026 Aug 07, 2026
D L CARLSON INVESTMENT GROUP INC History No change 3,058 359 0.06% 0.06% 568 0 0.0% Q2 2026 Aug 11, 2026
FIRST UNITED BANK & TRUST History No change 2,999 352 0.1% 0.1% 569 0 0.0% Q2 2026 Jul 20, 2026
JMG Financial Group, Ltd. History No change 2,995 351 0.01% 0.01% 570 0 0.0% Q2 2026 Jul 31, 2026
Members Trust Co History No change 2,963 348 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 31, 2026
BLALOCK WILLIAMS, LLC History No change 2,971 348 0.23% 0.23% 572 0 0.0% Q2 2026 Aug 07, 2026
United Asset Strategies, Inc. History No change 2,954 346 0.02% 0.02% 573 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Wealth Group, LLC History No change 2,948 346 0.02% 0.02% 574 0 0.0% Q2 2026 Jul 27, 2026
Blue Edge Capital, LLC History No change 2,921 343 0.04% 0.04% 575 0 0.0% Q2 2026 Aug 14, 2026
Walkner Condon Financial Advisors LLC History No change 2,889 339 0.04% 0.04% 576 0 0.0% Q2 2026 Jul 27, 2026
Mittelman Wealth Management History No change 2,859 339 0.22% 0.22% 577 0 0.0% Q2 2026 Aug 06, 2026
Tempo Wealth, LLC History No change 2,892 339 0.05% 0.05% 578 0 0.0% Q2 2026 Jul 27, 2026
Charles Schwab Trust Co History No change 2,865 336 0.02% 0.02% 579 0 0.0% Q2 2026 Jul 10, 2026
Legacy Capital Group California, Inc. History No change 2,859 335 0.1% 0.1% 580 0 0.0% Q2 2026 Jul 29, 2026
Signal Advisors Wealth, LLC History No change 2,849 334 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 04, 2026
WEST PACES ADVISORS INC. History No change 2,842 333 0.06% 0.06% 582 0 0.0% Q2 2026 Jul 17, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 2,830 332 0.05% 0.05% 583 0 0.0% Q2 2026 Jul 20, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 2,790 328 0.21% 0.21% 584 0 0.0% Q2 2026 Aug 13, 2026
Oath Planning, LLC History No change 2,798 328 0.24% 0.24% 585 0 0.0% Q2 2026 Jul 24, 2026
TopTier Wealth Management, LLC History No change 2,788 327 0.2% 0.2% 586 0 0.0% Q2 2026 Jul 14, 2026
PETRA FINANCIAL ADVISORS INC History No change 2,770 325 0.15% 0.15% 587 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 2,754 323 0.04% 0.04% 588 0 0.0% Q2 2026 Jul 23, 2026
Idaho Trust Co History No change 2,745 322 0.09% 0.09% 589 0 0.0% Q2 2026 Aug 06, 2026
IMA Advisory Services, Inc. History No change 2,740 321 0.02% 0.02% 590 0 0.0% Q2 2026 Aug 10, 2026
Friday Financial History New 2,766 313 0.06% — 592 +2,766 New Q3 2026 Oct 09, 2026
VISTA CAPITAL PARTNERS, INC. History No change 2,666 313 0.03% 0.03% 591 0 0.0% Q2 2026 Jul 23, 2026
Range Advisory, LLC History No change 2,660 312 0.04% 0.04% 593 0 0.0% Q2 2026 Sep 02, 2026
FIDUCIENT ADVISORS LLC History No change 2,626 308 0.04% 0.04% 594 0 0.0% Q2 2026 Aug 07, 2026
Stablepoint Partners, LLC History No change 2,610 306 0.04% 0.04% 595 0 0.0% Q2 2026 Jul 09, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 2,595 304 0.06% 0.06% 596 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 2,576 302 0.02% 0.02% 597 0 0.0% Q2 2026 Jul 21, 2026
Busey Bank History No change 2,563 301 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 13, 2026
Kelly Financial Services LLC History No change 2,569 301 0.06% 0.06% 599 0 0.0% Q2 2026 Jul 14, 2026
OPPENHEIMER & CO INC History No change 2,558 300 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 03, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 2,546 299 0.12% 0.12% 601 0 0.0% Q2 2026 Aug 04, 2026
Riggs Asset Managment Co. Inc. History No change 2,506 294 0.05% 0.05% 602 0 0.0% Q2 2026 Jul 29, 2026
SkyView Investment Advisors, LLC History No change 2,500 294 0.23% 0.23% 603 0 0.0% Q2 2026 Sep 14, 2026
DV Trading LLC History No change 2,500 293 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 14, 2026
INVESTED ADVISORS History No change 2,502 293 0.26% 0.26% 605 0 0.0% Q2 2026 Aug 04, 2026
Brightwater Advisory LLC History No change 2,494 292 0.18% 0.18% 606 0 0.0% Q2 2026 Aug 07, 2026
Portfolio Resources Advisor Group, Inc. History No change 2,493 292 0.25% 0.25% 607 0 0.0% Q2 2026 Jul 29, 2026
IEQ CAPITAL, LLC History No change 2,467 289 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,460 288 0.02% 0.02% 609 0 0.0% Q2 2026 Jul 15, 2026
SACHEM HILL LLC History No change 2,415 283 0.05% 0.05% 610 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 2,403 282 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 18, 2026
Wealthquest Corp History No change 2,390 280 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 23, 2026
Avail Investment Partners, LLC History No change 2,355 276 0.21% 0.21% 613 0 0.0% Q2 2026 Jul 31, 2026
Value Partners Investments Inc. History No change 2,350 275 0.02% 0.02% 614 0 0.0% Q2 2026 Jul 15, 2026
Wealth Advisory Solutions, LLC History No change 2,333 274 0.06% 0.06% 615 0 0.0% Q2 2026 Jul 24, 2026
Turim 21 Investimentos Ltda. History No change 2,335 273 0.04% 0.04% 616 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 2,310 271 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 13, 2026
Rothschild Wealth LLC History No change 2,315 271 0.02% 0.02% 618 0 0.0% Q2 2026 Aug 11, 2026
BAM Wealth Management, LLC History No change 2,312 271 0.17% 0.17% 619 0 0.0% Q2 2026 Jul 14, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 2,300 270 0.09% 0.09% 620 0 0.0% Q2 2026 Jul 15, 2026
MONTAG A & ASSOCIATES INC History No change 2,243 263 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 05, 2026
INTEGRITY ALLIANCE, LLC. History No change 2,246 263 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 31, 2026
Alhambra Investment Management LLC History No change 2,241 263 0.11% 0.11% 623 0 0.0% Q2 2026 Jul 16, 2026
Capital Analysts, LLC History No change 2,221 261 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 05, 2026
HUB Investment Partners, LLC History No change 2,215 260 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 31, 2026
PARK AVENUE SECURITIES LLC History No change 2,207 259 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 20, 2026
Capstone Wealth Management, LLC History No change 2,209 259 0.12% 0.12% 627 0 0.0% Q2 2026 Jul 23, 2026
Everstar Asset Management, LLC History No change 2,211 259 0.12% 0.12% 628 0 0.0% Q2 2026 Aug 03, 2026
NorthRock Partners, LLC History No change 2,186 256 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 11, 2026
Chemistry Wealth Management LLC History No change 2,182 256 0.04% 0.04% 630 0 0.0% Q2 2026 Jul 09, 2026
SouthState Bank Corp History No change 2,175 255 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 06, 2026
Rathbones Group PLC History No change 2,161 253 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 23, 2026
SSA SWISS ADVISORS AG History No change 2,154 252 0.09% 0.09% 633 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 2,144 251 0.01% 0.01% 634 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 2,132 250 0.03% 0.03% 635 0 0.0% Q2 2026 Jul 27, 2026
FLAGSTAR SECURITIES, INC History No change 2,102 246 0.07% 0.07% 636 0 0.0% Q2 2026 Jul 15, 2026
My Personal CFO, LLC History No change 2,096 246 0.1% 0.1% 637 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 2,088 245 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 17, 2026
A4 Wealth Advisors LLC History No change 2,087 245 0.16% 0.16% 639 0 0.0% Q2 2026 Jul 28, 2026
Accurate Wealth Management, LLC History No change 2,090 244 0.02% 0.02% 640 0 0.0% Q2 2026 Jul 14, 2026
Avalon Advisory Group History No change 2,072 243 0.09% 0.09% 641 0 0.0% Q2 2026 Jul 29, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 2,120 240 0.03% 0.04% 643 -777 -26.82% Q3 2026 Oct 07, 2026
Pasadena Private Wealth, LLC History No change 2,047 240 0.03% 0.03% 642 0 0.0% Q2 2026 Aug 10, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 2,037 239 0.03% 0.03% 644 0 0.0% Q2 2026 Aug 25, 2026
Flagstone Financial Management History No change 2,042 239 0.05% 0.05% 645 0 0.0% Q2 2026 Jul 21, 2026
Redhawk Wealth Advisors, Inc. History No change 2,013 236 0.02% 0.02% 646 0 0.0% Q2 2026 Jul 09, 2026
GUIDANCE CAPITAL, INC History No change 2,019 236 0.05% 0.05% 647 0 0.0% Q2 2026 Jul 20, 2026
United Advisor Group, LLC History No change 2,015 236 0.02% 0.02% 648 0 0.0% Q2 2026 Jul 29, 2026
Kastel Capital Advisors, LLC History No change 1,997 236 0.15% 0.15% 649 0 0.0% Q2 2026 Jul 09, 2026
ASL Financial, LLC History No change 1,993 234 0.16% 0.16% 650 0 0.0% Q2 2026 Jul 21, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 2,055 233 0.01% 0.02% 651 -367 -15.15% Q3 2026 Oct 09, 2026
King Wealth Management Group History No change 1,978 232 0.03% 0.03% 652 0 0.0% Q2 2026 Aug 05, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 1,943 228 0.08% 0.08% 653 0 0.0% Q2 2026 Jul 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,931 226 0.09% 0.09% 654 0 0.0% Q2 2026 Aug 05, 2026
Five Pine Wealth Management History No change 1,919 225 0.13% 0.13% 655 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 1,909 224 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 1,911 224 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 29, 2026
Sather Financial Group Inc History No change 1,898 222 0.01% 0.01% 658 0 0.0% Q2 2026 Jul 30, 2026
BRIGHTON JONES LLC History No change 1,883 221 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 11, 2026
Claro Advisors Inc. History No change 1,869 219 0.02% 0.02% 660 0 0.0% Q2 2026 Jul 30, 2026
Mullooly Asset Management, Inc. History No change 1,870 219 0.07% 0.07% 661 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 1,829 215 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 14, 2026
STOCK YARDS BANK & TRUST CO History No change 1,812 212 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 19, 2026
Ellenbecker Investment Group History No change 1,769 207 0.02% 0.02% 664 0 0.0% Q2 2026 Jul 27, 2026
Frederick Financial Consultants, LLC History No change 1,771 207 0.09% 0.09% 665 0 0.0% Q2 2026 Aug 14, 2026
WORLD EQUITY GROUP, INC. History No change 1,760 206 0.05% 0.05% 666 0 0.0% Q2 2026 Jul 09, 2026
Evercore Wealth Management, LLC History No change 1,760 206 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 14, 2026
Hardin Capital Partners, LLC History Added to 1,802 204 0.1% 0.09% 668 +89 5.2% Q3 2026 Oct 08, 2026
JCIC Asset Management Inc. History No change 1,715 203 0.06% 0.06% 669 0 0.0% Q2 2026 Jul 17, 2026
Quotient Wealth Partners, LLC History No change 1,731 203 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 03, 2026
Retirement Planning Group, LLC History No change 1,727 202 0.01% 0.01% 671 0 0.0% Q2 2026 Aug 05, 2026
Bright Futures Wealth Management, LLC. History No change 1,726 202 0.13% 0.13% 672 0 0.0% Q2 2026 Jul 24, 2026
Pathstone Holdings, LLC History No change 1,724 202 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 1,716 201 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 07, 2026
Platform Technology Partners History No change 1,717 201 0.03% 0.03% 675 0 0.0% Q2 2026 Jul 24, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 1,704 200 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 1,678 197 0.02% 0.02% 677 0 0.0% Q2 2026 Jul 20, 2026
Investors Research Corp History Added to 1,699 192 0.03% 0.03% 678 +63 3.85% Q3 2026 Oct 07, 2026
Darwin Wealth Management, LLC History No change 1,599 187 0.05% 0.05% 679 0 0.0% Q2 2026 Jul 21, 2026
WOLFF WIESE MAGANA LLC History No change 1,578 185 0.09% 0.09% 680 0 0.0% Q2 2026 Jul 13, 2026
Canton Hathaway, LLC History No change 1,571 184 0.04% 0.04% 681 0 0.0% Q2 2026 Aug 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,496 175 0.01% 0.01% 682 0 0.0% Q2 2026 Jul 28, 2026
Mascoma Wealth Management LLC History No change 1,414 166 0.03% 0.03% 683 0 0.0% Q2 2026 Jul 24, 2026
Morton Brown Family Wealth, LLC History No change 1,298 152 0.03% 0.03% 684 0 0.0% Q2 2026 Jul 21, 2026
Y.D. More Investments Ltd History No change 1,250 146 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History No change 1,143 134 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 17, 2026
CNB Bank History No change 1,113 130 0.05% 0.05% 687 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 1,078 126 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 1,045 122 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 988 116 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 24, 2026
AlphaCore Capital LLC History No change 900 105 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 888 104 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 849 99 0.01% 0.01% 693 0 0.0% Q2 2026 Aug 07, 2026
EASTERN BANK History No change 870 98 0.0% 0.0% 694 0 0.0% Q3 2026 Oct 05, 2026
1620 INVESTMENT ADVISORS, INC. History No change 821 96 0.06% 0.06% 695 0 0.0% Q2 2026 Jul 14, 2026
Smartleaf Asset Management LLC History No change 816 96 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning Group LLC History No change 825 95 0.01% 0.01% 697 0 0.0% Q2 2026 Jul 29, 2026
ST GERMAIN D J CO INC History No change 808 94 0.0% 0.0% 698 0 0.0% Q2 2026 Jul 21, 2026
Elevated Capital Advisors, LLC History No change 798 93 0.03% 0.03% 699 0 0.0% Q2 2026 Aug 03, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 786 91 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 27, 2026
Keating Financial Advisory Services, Inc. History No change 779 91 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 757 88 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 12, 2026
Kiker Wealth Management, LLC History No change 748 87 0.03% 0.03% 703 0 0.0% Q2 2026 Jul 30, 2026
Boreal Capital Management LLC History No change 744 87 0.06% 0.06% 704 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 725 85 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 29, 2026
Triumph Capital Management History No change 719 84 0.02% 0.02% 706 0 0.0% Q2 2026 Jul 20, 2026
CARDIFF PARK ADVISORS, LLC History No change 712 83 0.01% 0.01% 707 0 0.0% Q2 2026 Aug 14, 2026
MCF Advisors LLC History No change 704 82 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 650 76 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 608 71 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 604 70 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 10, 2026
Gen-Wealth Partners Inc History No change 604 70 0.02% 0.02% 712 0 0.0% Q2 2026 Aug 10, 2026
Nemes Rush Group LLC History No change 588 69 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 587 68 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 20, 2026
Blue Trust, Inc. History No change 553 64 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 21, 2026
WELLINGTON-ALTUS USA INC. History No change 525 62 0.04% 0.04% 716 0 0.0% Q2 2026 Sep 17, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 500 58 0.01% 0.01% 717 0 0.0% Q2 2026 Jul 15, 2026
SHP Wealth Management History No change 491 57 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 11, 2026
Cedar Mountain Advisors, LLC History No change 477 56 0.01% 0.01% 719 0 0.0% Q2 2026 Jul 02, 2026
Glen Eagle Advisors, LLC History No change 455 53 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 14, 2026
BankChampaign, National Association History No change 455 53 0.04% 0.04% 721 0 0.0% Q2 2026 Jul 23, 2026
Ares Financial Consulting, LLC History No change 414 48 0.03% 0.03% 722 0 0.0% Q2 2026 Jul 09, 2026
TIAA Wealth Investment Management LLC History No change 404 47 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 10, 2026
Hanson & Doremus Investment Management History No change 365 43 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 29, 2026
Tower Research Capital LLC (TRC) History No change 366 42 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 11, 2026
WealthShield Partners, LLC History No change 355 41 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 12, 2026
Cherry Tree Wealth Management, LLC History No change 343 40 0.01% 0.01% 727 0 0.0% Q2 2026 Sep 15, 2026
Pioneer Family Office, LLC History No change 347 40 0.02% 0.02% 728 0 0.0% Q2 2026 Jul 27, 2026
Ameritas Investment Partners, Inc. History No change 317 37 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 307 36 0.02% 0.02% 730 0 0.0% Q2 2026 Jul 23, 2026
Fourth Dimension Wealth, LLC History No change 303 35 0.01% 0.01% 731 0 0.0% Q2 2026 Jul 31, 2026
Bravera Wealth History No change 302 35 0.01% 0.01% 732 0 0.0% Q2 2026 Jul 23, 2026
Crews Bank & Trust History No change 290 34 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 16, 2026
Cape Investment Advisory, Inc. History No change 280 32 0.01% 0.01% 734 0 0.0% Q2 2026 Jul 23, 2026
Forum Finance Group S.A. History No change 325 31 0.01% 0.01% 735 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 260 30 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 11, 2026
HOWE & RUSLING INC History No change 251 29 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ADVISERS INC History No change 250 29 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 238 27 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 226 26 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 225 26 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 216 25 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 31, 2026
COUNTRY TRUST BANK History No change 209 24 0.0% 0.0% 743 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 206 24 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 05, 2026
Silver Grove Financial Group, Inc. History No change 205 24 0.01% 0.01% 745 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Counsel, Inc History No change 204 23 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 27, 2026
Friedenthal Financial History No change 202 23 0.01% 0.01% 747 0 0.0% Q2 2026 Jul 13, 2026
Biltmore Family Office, LLC History No change 200 23 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 12, 2026
Caitlin John, LLC History No change 179 21 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 17, 2026
FIRST HORIZON CORP History No change 173 20 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 171 20 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 14, 2026
Dogwood Wealth Management LLC History No change 173 20 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 06, 2026
WealthCollab, LLC History No change 162 19 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History No change 169 19 0.01% 0.01% 754 0 0.0% Q3 2026 Oct 02, 2026
Coston, McIsaac & Partners History No change 153 17 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Investment Management History No change 152 17 0.01% 0.01% 756 0 0.0% Q2 2026 Aug 06, 2026
WPG Advisers, LLC History No change 142 16 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 05, 2026
AMERICAN NATIONAL BANK & TRUST History No change 141 15 0.0% 0.0% 758 0 0.0% Q3 2026 Oct 07, 2026
Hartford Financial Management Inc. History No change 132 15 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 23, 2026
Cranbrook Wealth Management, LLC History No change 130 15 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 06, 2026
Brooklyn FI, LLC History No change 130 15 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 04, 2026
Dunhill Financial, LLC History No change 136 15 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 07, 2026
Financial Network Wealth Advisors LLC History No change 136 15 0.02% 0.02% 763 0 0.0% Q2 2026 Jul 29, 2026
Granite FO LLC History No change 133 15 0.01% 0.01% 764 0 0.0% Q2 2026 Jul 15, 2026
Copia Wealth Management History No change 133 15 0.01% 0.01% 765 0 0.0% Q2 2026 Aug 17, 2026
Walsh & Associates, LLC History No change 135 15 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 127 14 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 31, 2026
Versant Capital Management, Inc History No change 131 14 0.0% 0.0% 768 0 0.0% Q3 2026 Oct 01, 2026
Park Place Capital Corp History No change 125 14 0.0% 0.0% 769 0 0.0% Q2 2026 Aug 13, 2026
Nvest Wealth Strategies, Inc. History No change 127 14 0.01% 0.01% 770 0 0.0% Q2 2026 Jul 10, 2026
Lavaca Capital LLC History No change 114 13 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 118 13 0.01% 0.01% 772 0 0.0% Q2 2026 Aug 10, 2026
Provident Wealth Management, LLC History No change 100 11 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 04, 2026
EPG Wealth Management LLC History No change 99 11 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 28, 2026
ROTHSCHILD INVESTMENT LLC History No change 92 10 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 06, 2026
BARRETT & COMPANY, INC. History No change 89 10 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 24, 2026
Strategic Advocates LLC History No change 91 10 0.04% 0.04% 777 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 88 10 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 79 9 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 28, 2026
Winthrop Capital Management, LLC History No change 73 9 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 13, 2026
TOMPKINS FINANCIAL CORP History No change 79 8 0.0% 0.0% 781 0 0.0% Q3 2026 Oct 05, 2026
MCDONALD PARTNERS LLC History No change 74 8 0.0% 0.0% 782 0 0.0% Q2 2026 Jul 28, 2026
Horizon Investments, LLC History No change 60 7 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 68 7 0.0% 0.0% 784 0 0.0% Q2 2026 Jul 17, 2026
Founders Financial Alliance, LLC History No change 65 7 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 04, 2026
Allied Private Wealth LLC History No change 68 7 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 09, 2026
Vanguard National Trust Co History No change 55 6 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 55 6 0.0% 0.0% 788 0 0.0% Q3 2026 Oct 08, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 57 6 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 11, 2026
Synergy Investment Management, LLC History No change 56 6 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 14, 2026
Sunrise Financial Services, LLC History No change 57 6 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 12, 2026
Community Financial Services Group, LLC History No change 46 5 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 09, 2026
Caldwell Trust Co History No change 50 5 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 03, 2026
BOKF, NA History No change 36 4 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 10, 2026
PROSPERITY BANCSHARES INC History No change 35 4 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 34 4 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 03, 2026
Main Street Group, LTD History No change 41 4 0.0% 0.0% 797 0 0.0% Q2 2026 Jul 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 32 3 0.0% 0.0% 798 0 0.0% Q2 2026 Jul 08, 2026
TUCKER ASSET MANAGEMENT LLC History No change 27 3 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 27, 2026
REICON WEALTH ADVISORS, LLC History No change 28 3 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 29, 2026
Capital Advisor Network LLC History No change 31 3 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History Reduced 23 2 0.0% 0.0% 804 -85 -78.7% Q3 2026 Oct 05, 2026
Smithfield Trust Co History No change 14 2 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 05, 2026
ALBION FINANCIAL GROUP /UT History No change 24 2 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 22, 2026
IMG Wealth Management, Inc. History No change 19 2 0.0% 0.0% 805 0 0.0% Q2 2026 Aug 07, 2026
Quest 10 Wealth Builders, Inc. History No change 25 2 0.0% 0.0% 806 0 0.0% Q2 2026 Jul 24, 2026
Downshift Financial, LLC History No change 24 2 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 12, 2026
SYM FINANCIAL Corp History No change 13 1 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 04, 2026
Imprint Wealth LLC History No change 9 1 0.0% 0.0% 809 0 0.0% Q2 2026 Aug 14, 2026
Key Capital Management, INC History No change 10 1 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 27, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 15 1 0.0% 0.0% 811 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL MANAGEMENT NETWORK INC History Closed out 0 0 — 0.73% — -43,349 -100.0% Q3 2026 Oct 08, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.03% — -10,063 -100.0% Q3 2026 Oct 05, 2026
Meadowbrook Wealth Management, LLC History Closed out 0 0 — 0.3% — -2,387 -100.0% Q3 2026 Oct 08, 2026
Allen Mooney & Barnes Investment Advisors LLC History Closed out 0 0 — 0.03% — -1,720 -100.0% Q3 2026 Oct 08, 2026
Successful Portfolios LLC History Closed out 0 0 — 0.09% — -1,716 -100.0% Q3 2026 Oct 09, 2026
Pacifica Partners Inc. History Closed out 0 0 — 0.01% — -200 -100.0% Q3 2026 Oct 08, 2026
Go Invest LLC History Closed out 0 0 — 0.0% — -96 -100.0% Q3 2026 Oct 08, 2026
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 — 0.01% — -92 -100.0% Q3 2026 Oct 07, 2026
Clearstead Trust, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Independence Bank of Kentucky History No change 3 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Banque Cantonale Vaudoise History No change 1,718 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Lloyd Advisory Services, LLC. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
DHJJ Financial Advisors, Ltd. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Integrity Financial Corp /WA History No change 8 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Spurstone Advisory Services, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Vision Retirement, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026