iSHARES TRUST - IGIB

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
Financial Engines Advisors L.L.C. History No change 69,309,525 3,685,187 6.54% 6.54% 1 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 15,069,486 801,244 0.11% 0.11% 2 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 13,057,366 694,260 0.08% 0.08% 3 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 8,875,957 471,934 0.11% 0.11% 4 0 0.0% Q2 2026 Sep 23, 2026
ALLSTATE CORP History No change 8,255,575 438,948 4.38% 4.38% 5 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 7,886,379 419,318 0.72% 0.72% 6 0 0.0% Q2 2026 Jul 30, 2026
BANK OF AMERICA CORP /DE/ History No change 6,417,105 341,197 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 6,315,414 335,790 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 5,845,766 311,111 8.65% 8.65% 9 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 5,223,434 277,729 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 4,139,507 220,097 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 4,086,840 217,297 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 07, 2026
Matson Money. Inc. History No change 3,824,777 203,363 5.66% 5.66% 13 0 0.0% Q2 2026 Jul 17, 2026
AMERIPRISE FINANCIAL INC History No change 3,520,343 186,866 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,467,006 184,340 0.05% 0.05% 15 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 3,090,560 164,325 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 2,883,337 153,307 2.82% 2.82% 17 0 0.0% Q2 2026 Aug 04, 2026
GOLDMAN SACHS GROUP INC History No change 2,817,095 149,784 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 2,476,291 131,664 0.13% 0.13% 19 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 2,236,586 118,919 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
Petersen Hastings Wealth Advisors Inc. History No change 2,100,716 111,695 9.37% 9.37% 21 0 0.0% Q2 2026 Jul 17, 2026
Acropolis Investment Management, LLC History Reduced 2,184,246 109,976 4.42% 4.71% 22 -63,480 -2.82% Q3 2026 Oct 08, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,989,134 106,040 0.04% 0.04% 23 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 1,970,780 104,786 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,879,524 99,885 0.55% 0.55% 25 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,860,822 98,939 0.05% 0.05% 26 0 0.0% Q2 2026 Aug 07, 2026
GREENWOOD GEARHART LLC History No change 1,822,054 96,878 4.51% 4.51% 27 0 0.0% Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,802,788 95,854 0.12% 0.12% 28 0 0.0% Q2 2026 Aug 19, 2026
BlackRock, Inc. History No change 1,775,018 94,377 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 1,678,325 89,236 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 1,579,498 83,981 0.08% 0.08% 31 0 0.0% Q2 2026 Aug 05, 2026
Haverford Trust Co History No change 1,510,294 80,302 0.69% 0.69% 32 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 1,324,397 70,418 0.08% 0.08% 33 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 1,267,986 67,418 0.08% 0.08% 34 0 0.0% Q2 2026 Jul 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 1,232,515 65,532 0.22% 0.22% 35 0 0.0% Q2 2026 Jul 28, 2026
RMG Wealth Management LLC History No change 1,253,129 65,463 6.75% 6.75% 36 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 1,226,734 65,225 1.24% 1.24% 37 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,213,272 63,866 0.11% 0.11% 38 0 0.0% Q2 2026 Jul 15, 2026
MAI Capital Management History No change 1,196,329 63,608 0.24% 0.24% 39 0 0.0% Q2 2026 Aug 14, 2026
Ally Invest Advisors Inc. History No change 1,181,331 62,811 3.79% 3.79% 40 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 1,167,359 62,068 0.06% 0.06% 41 0 0.0% Q2 2026 Aug 12, 2026
Horizon Investments, LLC History No change 1,072,165 56,535 0.62% 0.62% 42 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 395,799 51,654 0.04% 0.04% 43 0 0.0% Q2 2026 Sep 09, 2026
MFA WEALTH ADVISORS, LLC History Added to 1,022,700 51,492 8.75% 9.23% 44 +3,811 0.37% Q3 2026 Oct 07, 2026
Dodds Wealth, LLC History No change 923,932 49,125 11.05% 11.05% 45 0 0.0% Q2 2026 Aug 06, 2026
Wealthspire Retirement, LLC History No change 846,629 45,015 2.47% 2.47% 46 0 0.0% Q2 2026 Aug 12, 2026
Flagstone Financial Management History No change 843,498 44,848 10.03% 10.03% 47 0 0.0% Q2 2026 Jul 21, 2026
Bank of New York Mellon Corp History No change 823,390 43,779 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY TRUST CO History No change 779,415 41,441 0.45% 0.45% 49 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 750,041 39,879 0.13% 0.13% 50 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 745,392 39,632 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 736,251 39,147 0.08% 0.08% 52 0 0.0% Q2 2026 Aug 05, 2026
Scarborough Advisors, LLC History No change 694,175 36,812 4.23% 4.23% 53 0 0.0% Q2 2026 Jul 21, 2026
Baird Financial Group, Inc. History No change 689,410 36,655 0.05% 0.05% 54 0 0.0% Q2 2026 Aug 12, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 680,000 36,155 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 12, 2026
Thoma Capital Management LLC History No change 677,770 36,037 19.22% 19.22% 56 0 0.0% Q2 2026 Jul 16, 2026
ProVise Management Group, LLC History No change 652,917 34,715 2.33% 2.33% 57 0 0.0% Q2 2026 Aug 03, 2026
Legal & General Group Plc History No change 635,860 33,917 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
Madison Asset Management, LLC History No change 584,799 31,093 0.37% 0.37% 59 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 573,606 30,499 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 567,423 30,289 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 552,689 29,386 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 12, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 535,661 28,481 4.43% 4.43% 63 0 0.0% Q2 2026 Jul 29, 2026
Ameliora Wealth Management Ltd. History No change 520,969 27,699 8.22% 8.22% 64 0 0.0% Q2 2026 Jul 24, 2026
Cerity Partners LLC History No change 505,318 26,867 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 14, 2026
Klaas Financial Asset Advisors, LLC History No change 497,068 26,429 3.29% 3.29% 66 0 0.0% Q2 2026 Jul 15, 2026
Financial Partners Group, Inc History No change 495,446 26,342 2.67% 2.67% 67 0 0.0% Q2 2026 Jul 23, 2026
NorthCoast Asset Management LLC History No change 491,403 26,127 0.58% 0.58% 68 0 0.0% Q2 2026 Aug 12, 2026
BIRCHBROOK, INC. History No change 481,354 25,593 12.01% 12.01% 69 0 0.0% Q2 2026 Jul 08, 2026
GDS Wealth Management History No change 468,142 24,891 1.18% 1.18% 70 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 467,698 24,867 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 455,375 24,212 1.05% 1.05% 72 0 0.0% Q2 2026 Aug 14, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 441,461 23,472 3.06% 3.06% 73 0 0.0% Q2 2026 Jul 20, 2026
Black Diamond Financial, LLC History No change 441,318 23,464 2.07% 2.07% 74 0 0.0% Q2 2026 Aug 04, 2026
CVS HEALTH Corp History No change 440,000 23,394 10.39% 10.39% 75 0 0.0% Q2 2026 Aug 06, 2026
BCK Partners, Inc. History No change 423,132 22,497 10.84% 10.84% 76 0 0.0% Q2 2026 Jul 17, 2026
HANCOCK WHITNEY CORP History No change 423,035 22,492 0.37% 0.37% 77 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 401,224 21,333 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 12, 2026
Cyndeo Wealth Partners, LLC History No change 400,135 21,275 1.0% 1.0% 79 0 0.0% Q2 2026 Jul 21, 2026
BAILARD, INC. History No change 394,985 21,001 0.43% 0.43% 80 0 0.0% Q2 2026 Jul 30, 2026
Advisors Capital Management, LLC History No change 394,976 21,000 0.22% 0.22% 81 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 392,521 20,870 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 07, 2026
Avidian Wealth Enterprises, LLC History Reduced 412,406 20,764 0.58% 0.61% 83 -1,813 -0.44% Q3 2026 Oct 08, 2026
Venture Visionary Partners LLC History New 409,520 20,619 0.54% — 85 +409,520 New Q3 2026 Oct 07, 2026
Smith Salley Wealth Management History No change 387,811 20,619 0.9% 0.9% 84 0 0.0% Q2 2026 Jul 23, 2026
Summit Wealth Group, LLC History No change 381,429 20,280 4.14% 4.14% 86 0 0.0% Q2 2026 Aug 04, 2026
Wealthspire Advisors, LLC History No change 373,105 19,838 0.11% 0.11% 87 0 0.0% Q2 2026 Aug 11, 2026
DT Investment Partners, LLC History No change 355,081 18,879 1.41% 1.41% 88 0 0.0% Q2 2026 Jul 27, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 348,531 18,531 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 06, 2026
Chicago Partners Investment Group LLC History No change 341,081 17,801 0.36% 0.36% 90 0 0.0% Q2 2026 Jul 29, 2026
Legacy Financial Group LLC History No change 332,517 17,679 1.99% 1.99% 91 0 0.0% Q2 2026 Aug 05, 2026
Roundview Capital LLC History No change 318,405 16,929 0.93% 0.93% 92 0 0.0% Q2 2026 Jul 30, 2026
DEUTSCHE BANK AG\ History No change 310,890 16,530 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Consulting Group, LLC History No change 299,448 15,921 0.6% 0.6% 94 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 288,431 15,335 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 277,106 14,733 0.02% 0.02% 96 0 0.0% Q2 2026 Jul 29, 2026
Blue Fin Capital, Inc. History No change 276,970 14,726 2.13% 2.13% 97 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 276,207 14,685 0.04% 0.04% 98 0 0.0% Q2 2026 Aug 12, 2026
RATIONAL ADVISORS, INC. History No change 271,160 14,417 1.32% 1.32% 99 0 0.0% Q2 2026 Jul 24, 2026
D.A. DAVIDSON & CO. History No change 267,934 14,246 0.08% 0.08% 100 0 0.0% Q2 2026 Jul 24, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 280,456 14,120 3.31% 3.36% 101 +19,242 7.37% Q3 2026 Oct 06, 2026
CASTLEARK MANAGEMENT LLC History No change 259,994 13,823 0.37% 0.37% 102 0 0.0% Q2 2026 Aug 14, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 257,358 13,683 0.73% 0.73% 103 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 255,644 13,592 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 254,606 13,549 0.22% 0.22% 105 0 0.0% Q2 2026 Aug 13, 2026
Modern Wealth Management, LLC History No change 254,655 13,539 0.16% 0.16% 106 0 0.0% Q2 2026 Aug 13, 2026
WESPAC Advisors SoCal, LLC History No change 253,160 13,460 2.4% 2.4% 107 0 0.0% Q2 2026 Jul 16, 2026
Caldwell Trust Co History No change 250,113 13,298 1.08% 1.08% 108 0 0.0% Q2 2026 Aug 03, 2026
FIRST AMERICAN TRUST, FSB History No change 246,523 13,107 0.79% 0.79% 109 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 242,741 12,906 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 05, 2026
FIRST TRUST ADVISORS LP History No change 242,743 12,906 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 242,572 12,897 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 237,811 12,644 0.78% 0.78% 113 0 0.0% Q2 2026 Jul 23, 2026
JMAC ENTERPRISES LLC History No change 234,126 12,448 2.1% 2.1% 114 0 0.0% Q2 2026 Jul 28, 2026
49 WEALTH MANAGEMENT, LLC History No change 232,254 12,348 2.35% 2.35% 115 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 232,254 12,348 2.35% 2.35% 116 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 231,299 12,298 0.06% 0.06% 117 0 0.0% Q2 2026 Aug 13, 2026
Summit Wealth Partners, LLC History No change 228,606 12,154 1.73% 1.73% 118 0 0.0% Q2 2026 Aug 03, 2026
Onyx Bridge Wealth Group LLC History No change 228,395 12,143 1.09% 1.09% 119 0 0.0% Q2 2026 Jul 23, 2026
Mendota Financial Group, LLC History Added to 236,711 11,918 7.39% 7.59% 120 +6,445 2.8% Q3 2026 Oct 07, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 223,045 11,859 4.18% 4.18% 121 0 0.0% Q2 2026 Jul 30, 2026
CoreCap Advisors, LLC History Added to 234,396 11,801 0.34% 0.29% 122 +51,368 28.07% Q3 2026 Oct 08, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 220,463 11,722 0.33% 0.33% 123 0 0.0% Q2 2026 Aug 05, 2026
TPG Financial Advisors, LLC History No change 218,163 11,599 3.46% 3.46% 124 0 0.0% Q2 2026 Aug 10, 2026
Burns Matteson Capital Management, LLC History No change 218,148 11,598 3.63% 3.63% 125 0 0.0% Q2 2026 Jul 17, 2026
SEMITAM BONAM LLC History No change 215,503 11,458 8.42% 8.42% 126 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 213,516 11,353 0.07% 0.07% 127 0 0.0% Q2 2026 Jul 20, 2026
Carl P. Sherr & Co., LLC History No change 209,596 11,144 4.67% 4.67% 128 0 0.0% Q2 2026 Jul 31, 2026
Sigma Planning Corp History No change 209,320 11,129 0.28% 0.28% 129 0 0.0% Q2 2026 Aug 07, 2026
TICINO WEALTH History No change 203,319 10,810 3.41% 3.41% 130 0 0.0% Q2 2026 Jul 20, 2026
Empowered Funds, LLC History No change 203,993 10,802 0.06% 0.06% 131 0 0.0% Q2 2026 Aug 14, 2026
Mittelman Wealth Management History No change 39,056 10,611 7.02% 7.02% 132 0 0.0% Q2 2026 Aug 06, 2026
Banque Transatlantique SA History No change 199,121 10,587 0.23% 0.23% 133 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Investment Research Advisors, Inc. History No change 193,657 10,297 0.02% 0.02% 134 0 0.0% Q2 2026 Jul 27, 2026
NATIXIS ADVISORS, LLC History No change 191,034 10,157 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
REBALANCE, LLC History No change 189,127 10,055 0.53% 0.53% 136 0 0.0% Q2 2026 Jul 16, 2026
NewSquare Capital LLC History No change 189,074 10,053 0.74% 0.74% 137 0 0.0% Q2 2026 Jul 28, 2026
AMJ Financial Wealth Management History No change 187,237 9,964 2.35% 2.35% 138 0 0.0% Q2 2026 Aug 10, 2026
NorthRock Partners, LLC History No change 186,286 9,904 0.14% 0.14% 139 0 0.0% Q2 2026 Aug 11, 2026
LaSalle St. Investment Advisors, LLC History No change 182,316 9,693 1.18% 1.18% 140 0 0.0% Q2 2026 Aug 11, 2026
Phoenix Financial Ltd. History No change 182,199 9,682 0.07% 0.07% 141 0 0.0% Q2 2026 Aug 11, 2026
PROFFITT & GOODSON INC History No change 169,812 9,028 1.24% 1.24% 142 0 0.0% Q2 2026 Jul 22, 2026
OPPENHEIMER & CO INC History No change 169,163 8,994 0.1% 0.1% 143 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 169,105 8,991 0.04% 0.04% 144 0 0.0% Q2 2026 Jul 13, 2026
Compound Planning, Inc. History No change 168,033 8,934 0.23% 0.23% 145 0 0.0% Q2 2026 Aug 04, 2026
Galvin, Gaustad & Stein, LLC History Reduced 175,966 8,859 0.67% 0.73% 146 -11,163 -5.97% Q3 2026 Oct 08, 2026
THEORY FINANCIAL LLC History No change 166,224 8,838 2.79% 2.79% 147 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History No change 165,718 8,811 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 03, 2026
NATIONAL BANK OF CANADA /FI/ History No change 165,611 8,803 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 10, 2026
Aspen Investment Management Inc History No change 162,040 8,616 2.32% 2.32% 150 0 0.0% Q2 2026 Jul 17, 2026
Mutual Advisors, LLC History No change 162,056 8,616 0.16% 0.16% 151 0 0.0% Q2 2026 Aug 14, 2026
Manhattan West Asset Management, LLC History No change 161,242 8,573 1.43% 1.43% 152 0 0.0% Q2 2026 Aug 11, 2026
Freestate Advisors LLC History Reduced 170,095 8,564 6.59% 7.17% 153 -10,308 -5.71% Q3 2026 Oct 09, 2026
BECKER CAPITAL MANAGEMENT INC History No change 158,867 8,446 0.23% 0.23% 154 0 0.0% Q2 2026 Jul 31, 2026
Destination Wealth Management History No change 153,126 8,141 0.19% 0.19% 155 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 146,736 7,801 1.58% 1.58% 156 0 0.0% Q2 2026 Jul 15, 2026
Asio Capital, LLC History No change 146,190 7,772 1.0% 1.0% 157 0 0.0% Q2 2026 Jul 17, 2026
LEUTHOLD GROUP, LLC History No change 142,552 7,579 0.76% 0.76% 158 0 0.0% Q2 2026 Aug 04, 2026
Darrow Company, Inc. History No change 141,012 7,501 2.91% 2.91% 159 0 0.0% Q2 2026 Jul 29, 2026
Betterment LLC History No change 140,587 7,475 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 14, 2026
Invera Wealth Advisors, LLC History No change 140,153 7,451 4.0% 4.0% 161 0 0.0% Q2 2026 Jul 29, 2026
D L CARLSON INVESTMENT GROUP INC History No change 138,502 7,364 1.17% 1.17% 162 0 0.0% Q2 2026 Aug 11, 2026
Prime Capital Investment Advisors, LLC History No change 135,227 7,190 0.07% 0.07% 163 0 0.0% Q2 2026 Aug 05, 2026
Prasad Wealth Partners, LLC History No change 131,233 6,977 1.68% 1.68% 164 0 0.0% Q2 2026 Jul 29, 2026
Maia Wealth LLC History No change 131,046 6,967 1.03% 1.03% 165 0 0.0% Q2 2026 Jul 28, 2026
Goldstone Financial Group, LLC History No change 130,482 6,937 0.63% 0.63% 166 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 129,223 6,870 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 13, 2026
Hennion & Walsh Asset Management, Inc. History No change 128,121 6,812 0.19% 0.19% 168 0 0.0% Q2 2026 Jul 08, 2026
PRUDENTIAL FINANCIAL INC History No change 127,384 6,773 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Reduced 132,634 6,678 0.05% 0.06% 170 -3,742 -2.74% Q3 2026 Oct 08, 2026
STEPHENS INC /AR/ History No change 125,437 6,669 0.07% 0.07% 171 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 125,443 6,669 0.08% 0.08% 172 0 0.0% Q2 2026 Aug 10, 2026
Balance Wealth Partners LLC History No change 122,537 6,515 1.73% 1.73% 173 0 0.0% Q2 2026 Jul 21, 2026
Investment Research Partners LLC History No change 121,847 6,478 2.19% 2.19% 174 0 0.0% Q2 2026 Aug 04, 2026
RiverFront Investment Group, LLC History No change 118,379 6,294 0.08% 0.08% 175 0 0.0% Q2 2026 Jul 29, 2026
One Wealth Map LLC History No change 119,212 6,231 2.83% 2.83% 176 0 0.0% Q2 2026 Jul 30, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 116,746 6,207 0.36% 0.36% 177 0 0.0% Q2 2026 Jul 15, 2026
Winthrop Partners - WNY, LLC History No change 116,030 6,169 3.05% 3.05% 178 0 0.0% Q2 2026 Jul 15, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 114,881 6,108 0.72% 0.72% 179 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 114,780 6,102 1.4% 1.4% 180 0 0.0% Q2 2026 Jul 14, 2026
Herold Advisors, Inc. History No change 109,570 5,829 1.15% 1.15% 181 0 0.0% Q2 2026 Jul 22, 2026
Goelzer Investment Management, Inc. History No change 109,441 5,818 0.25% 0.25% 182 0 0.0% Q2 2026 Jul 14, 2026
LFA - Lugano Financial Advisors SA History No change 108,384 5,721 3.44% 3.44% 183 0 0.0% Q2 2026 Jul 28, 2026
PLANWISER FINANCIAL, LLC History No change 106,302 5,652 3.93% 3.93% 184 0 0.0% Q2 2026 Aug 07, 2026
JB Capital LLC History No change 104,696 5,566 0.19% 0.19% 185 0 0.0% Q2 2026 Jul 29, 2026
CONNING INC. History No change 100,754 5,357 0.16% 0.16% 186 0 0.0% Q2 2026 Jul 30, 2026
Agate Pass Investment Management, LLC History No change 100,402 5,338 1.97% 1.97% 187 0 0.0% Q2 2026 Jul 08, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 97,660 5,261 0.74% 0.74% 188 0 0.0% Q2 2026 Aug 11, 2026
Viaable, LLC History No change 98,145 5,211 4.32% 4.32% 189 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 97,750 5,197 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 14, 2026
Shelter Mutual Insurance Co History No change 97,200 5,167 1.09% 1.09% 191 0 0.0% Q2 2026 Aug 11, 2026
HM PAYSON & CO History No change 94,511 5,025 0.07% 0.07% 192 0 0.0% Q2 2026 Jul 17, 2026
Kingsview Wealth Management, LLC History No change 93,852 4,990 0.06% 0.06% 193 0 0.0% Q2 2026 Aug 18, 2026
YHB Investment Advisors, Inc. History Added to 98,256 4,947 0.31% 0.29% 194 +14,302 17.04% Q3 2026 Oct 08, 2026
MV CAPITAL MANAGEMENT, INC. History No change 92,462 4,916 0.44% 0.44% 195 0 0.0% Q2 2026 Jul 30, 2026
Man Group plc History No change 92,416 4,913 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 90,560 4,815 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 13, 2026
Checchi Capital Advisers, LLC History No change 90,164 4,794 0.22% 0.22% 198 0 0.0% Q2 2026 Aug 04, 2026
PEOPLES BANK /OH History No change 89,259 4,745 2.44% 2.44% 199 0 0.0% Q2 2026 Jul 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 88,576 4,709 0.06% 0.06% 200 0 0.0% Q2 2026 Jul 24, 2026
Banco Santander, S.A. History No change 87,712 4,663 0.03% 0.03% 201 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 85,589 4,550 0.02% 0.02% 202 0 0.0% Q2 2026 Jul 27, 2026
Stratos Investment Management, LLC History No change 84,963 4,517 0.16% 0.16% 203 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 84,674 4,502 0.04% 0.04% 204 0 0.0% Q2 2026 Aug 06, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 83,675 4,449 0.08% 0.08% 205 0 0.0% Q2 2026 Jul 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 83,212 4,424 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 83,075 4,417 0.05% 0.05% 207 0 0.0% Q2 2026 Aug 03, 2026
XML Financial, LLC History No change 81,823 4,350 0.32% 0.32% 208 0 0.0% Q2 2026 Jul 24, 2026
Breakwater Capital Group History Added to 86,310 4,345 0.51% 0.53% 209 +3,138 3.77% Q3 2026 Oct 08, 2026
1832 Asset Management L.P. History No change 81,697 4,343 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 13, 2026
SageView Advisory Group, LLC History No change 81,404 4,328 0.14% 0.14% 211 0 0.0% Q2 2026 Aug 10, 2026
Fiduciary Alliance LLC History No change 80,224 4,265 0.29% 0.29% 212 0 0.0% Q2 2026 Jul 20, 2026
FDx Advisors, Inc. History No change 78,217 4,159 1.25% 1.25% 213 0 0.0% Q2 2026 Aug 04, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 75,788 4,029 0.97% 0.97% 214 0 0.0% Q2 2026 Aug 10, 2026
Private Advisory Group LLC History No change 75,306 4,004 0.22% 0.22% 215 0 0.0% Q2 2026 Aug 06, 2026
Center For Asset Management LLC History No change 74,538 3,963 1.76% 1.76% 216 0 0.0% Q2 2026 Jul 27, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 73,864 3,927 0.4% 0.4% 217 0 0.0% Q2 2026 Jul 24, 2026
Chesley Taft & Associates LLC History No change 73,726 3,920 0.15% 0.15% 218 0 0.0% Q2 2026 Jul 08, 2026
EP Wealth Advisors, LLC History No change 73,436 3,904 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 11, 2026
BlueSky Wealth Advisors, LLC History No change 72,763 3,868 0.45% 0.45% 220 0 0.0% Q2 2026 Jul 28, 2026
INVESTED ADVISORS History No change 72,615 3,860 3.41% 3.41% 221 0 0.0% Q2 2026 Aug 04, 2026
Blue Trust, Inc. History No change 71,954 3,825 0.04% 0.04% 222 0 0.0% Q2 2026 Jul 21, 2026
Van Hulzen Asset Management, LLC History No change 70,867 3,768 0.27% 0.27% 223 0 0.0% Q2 2026 Aug 13, 2026
Eagle Wealth Advisors LLC History No change 70,807 3,764 2.87% 2.87% 224 0 0.0% Q2 2026 Jul 13, 2026
FORTE ASSET MANAGEMENT LLC History No change 70,315 3,738 1.53% 1.53% 225 0 0.0% Q2 2026 Jul 21, 2026
PW ADVISORS, LLC \ FL History No change 70,224 3,733 2.49% 2.49% 226 0 0.0% Q2 2026 Aug 06, 2026
Wealthstar Advisors, LLC History No change 70,012 3,722 1.09% 1.09% 227 0 0.0% Q2 2026 Jul 30, 2026
SWS Partners History No change 69,976 3,720 0.8% 0.8% 228 0 0.0% Q2 2026 Aug 03, 2026
Smartleaf Asset Management LLC History No change 68,383 3,650 0.12% 0.12% 229 0 0.0% Q2 2026 Aug 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 68,461 3,638 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 13, 2026
Israel Discount Bank of New York History No change 67,106 3,568 6.61% 6.61% 231 0 0.0% Q2 2026 Jul 07, 2026
Financial Management, Inc. History No change 66,386 3,529 2.89% 2.89% 232 0 0.0% Q2 2026 Aug 12, 2026
Great Diamond Partners, LLC History No change 63,843 3,394 0.58% 0.58% 233 0 0.0% Q2 2026 Jul 17, 2026
DMC Group, LLC History No change 63,399 3,370 2.31% 2.31% 234 0 0.0% Q2 2026 Jul 28, 2026
North Dakota State Investment Board History No change 63,000 3,349 0.14% 0.14% 235 0 0.0% Q2 2026 Aug 04, 2026
Procyon Advisors, LLC History No change 62,663 3,331 0.14% 0.14% 236 0 0.0% Q2 2026 Jul 09, 2026
&PARTNERS History No change 62,431 3,137 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 58,905 3,131 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 58,397 3,104 0.01% 0.01% 239 0 0.0% Q2 2026 Sep 23, 2026
NWAM LLC History No change 58,039 3,085 0.15% 0.15% 240 0 0.0% Q2 2026 Jul 23, 2026
ADVISORY RESEARCH INC History No change 57,761 3,071 0.31% 0.31% 241 0 0.0% Q2 2026 Aug 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 57,516 3,058 0.12% 0.12% 242 0 0.0% Q2 2026 Jul 27, 2026
Ackerman Capital Advisors, LLC History No change 57,211 3,041 0.61% 0.61% 243 0 0.0% Q2 2026 Jul 30, 2026
SCS Capital Management LLC History No change 56,117 2,983 0.03% 0.03% 244 0 0.0% Q2 2026 Aug 06, 2026
Concurrent Investment Advisors, LLC History No change 54,807 2,914 0.02% 0.02% 245 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 53,740 2,857 0.03% 0.03% 246 0 0.0% Q2 2026 Jul 22, 2026
TAGStone Capital, Inc. History No change 53,409 2,839 0.9% 0.9% 247 0 0.0% Q2 2026 Aug 11, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 52,815 2,808 0.6% 0.6% 248 0 0.0% Q2 2026 Jul 27, 2026
Tranquilli Financial Advisor LLC History No change 52,650 2,799 1.51% 1.51% 249 0 0.0% Q2 2026 Aug 07, 2026
Courage Miller Partners, LLC History No change 51,690 2,748 0.73% 0.73% 250 0 0.0% Q2 2026 Jul 23, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 51,336 2,729 0.12% 0.12% 251 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Management Group, LLC History No change 50,810 2,701 0.63% 0.63% 252 0 0.0% Q2 2026 Jul 27, 2026
Fisher Asset Management, LLC History No change 49,385 2,625 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 04, 2026
OPTIMA CAPITAL LLC History No change 49,275 2,619 1.03% 1.03% 254 0 0.0% Q2 2026 Jul 24, 2026
Avail Investment Partners, LLC History No change 49,232 2,617 2.02% 2.02% 255 0 0.0% Q2 2026 Jul 31, 2026
Ballentine Partners, LLC History No change 48,924 2,601 0.03% 0.03% 256 0 0.0% Q2 2026 Jul 17, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 48,509 2,579 0.2% 0.2% 257 0 0.0% Q2 2026 Jul 16, 2026
JT Stratford LLC History No change 48,484 2,577 0.28% 0.28% 258 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 48,258 2,565 0.05% 0.05% 259 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 47,042 2,501 0.03% 0.03% 260 0 0.0% Q2 2026 Aug 13, 2026
Bigelow Investment Advisors, LLC History No change 47,002 2,499 0.9% 0.9% 261 0 0.0% Q2 2026 Jul 30, 2026
Outlook Wealth Advisors, LLC History No change 46,385 2,466 0.53% 0.53% 262 0 0.0% Q2 2026 Aug 03, 2026
Hilltop Holdings Inc. History No change 46,163 2,454 0.19% 0.19% 263 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 45,848 2,437 0.07% 0.07% 264 0 0.0% Q2 2026 Jul 07, 2026
Diversified Portfolios, Inc. History No change 45,075 2,396 0.17% 0.17% 265 0 0.0% Q2 2026 Aug 04, 2026
Keeler Thomas Management LLC History No change 44,575 2,370 0.84% 0.84% 266 0 0.0% Q2 2026 Jul 29, 2026
Forza Wealth Management, LLC History No change 44,461 2,363 0.72% 0.72% 267 0 0.0% Q2 2026 Jul 17, 2026
Gateway Wealth Partners, LLC History No change 44,289 2,354 0.14% 0.14% 268 0 0.0% Q2 2026 Aug 04, 2026
MGO ONE SEVEN LLC History No change 44,168 2,348 0.04% 0.04% 269 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Counsel, LLC History No change 43,788 2,328 0.29% 0.29% 270 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 43,464 2,310 0.05% 0.05% 271 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Advisors Inc. History No change 43,863 2,288 0.12% 0.12% 272 0 0.0% Q2 2026 Aug 05, 2026
Winter & Associates, Inc. History No change 42,325 2,250 1.69% 1.69% 273 0 0.0% Q2 2026 Jul 09, 2026
EAGLE GLOBAL ADVISORS LLC History No change 41,175 2,189 0.07% 0.07% 274 0 0.0% Q2 2026 Jul 30, 2026
Busey Bank History No change 40,842 2,171 0.05% 0.05% 275 0 0.0% Q2 2026 Aug 13, 2026
Calamos Wealth Management LLC History No change 40,593 2,158 0.07% 0.07% 276 0 0.0% Q2 2026 Jul 31, 2026
Charles Schwab Trust Co History No change 40,219 2,138 0.12% 0.12% 277 0 0.0% Q2 2026 Jul 10, 2026
Strategic Investment Advisors / MI History No change 39,710 2,111 0.13% 0.13% 278 0 0.0% Q2 2026 Aug 14, 2026
Squire Investment Management Company, LLC History No change 39,657 2,108 0.51% 0.51% 279 0 0.0% Q2 2026 Jul 28, 2026
SEEDS INVESTOR LLC History No change 39,499 2,100 0.22% 0.22% 280 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 39,136 2,080 0.03% 0.03% 281 0 0.0% Q2 2026 Aug 14, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 38,127 2,027 0.51% 0.51% 282 0 0.0% Q2 2026 Jul 24, 2026
Montecito Bank & Trust History Added to 40,050 2,016 0.31% 0.32% 283 +70 0.18% Q3 2026 Oct 01, 2026
REICON WEALTH ADVISORS, LLC History No change 37,843 2,012 1.24% 1.24% 284 0 0.0% Q2 2026 Jul 29, 2026
Cumberland Partners Ltd History No change 37,673 2,003 0.13% 0.13% 285 0 0.0% Q2 2026 Aug 06, 2026
Savvy Advisors, Inc. History No change 37,361 1,986 0.04% 0.04% 286 0 0.0% Q2 2026 Aug 03, 2026
Sanctuary Advisors, LLC History No change 37,070 1,971 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 36,971 1,965 0.11% 0.11% 288 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 36,120 1,921 0.04% 0.04% 289 0 0.0% Q2 2026 Aug 05, 2026
DAVIS R M INC History No change 36,050 1,916 0.03% 0.03% 290 0 0.0% Q2 2026 Aug 14, 2026
Royal Fund Management, LLC History No change 35,704 1,898 0.16% 0.16% 291 0 0.0% Q2 2026 Jul 20, 2026
Archvest Wealth Advisors, Inc. History No change 35,269 1,875 1.08% 1.08% 292 0 0.0% Q2 2026 Jul 27, 2026
WESPAC Advisors, LLC History No change 34,597 1,839 0.9% 0.9% 293 0 0.0% Q2 2026 Aug 10, 2026
Voya Financial Advisors, Inc. History No change 34,310 1,831 0.16% 0.16% 294 0 0.0% Q2 2026 Aug 12, 2026
Wealth Enhancement Trust Services, Inc. History Added to 36,040 1,814 0.19% 0.19% 295 +3,057 9.27% Q3 2026 Oct 07, 2026
Urban Wealth Management, LLC History No change 34,094 1,812 1.58% 1.58% 296 0 0.0% Q2 2026 Jul 23, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 33,800 1,797 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 33,228 1,779 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 32,763 1,742 0.02% 0.02% 299 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 31,697 1,685 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 14, 2026
ADAPT WEALTH ADVISORS, LLC History No change 31,667 1,683 0.55% 0.55% 301 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 31,477 1,674 0.02% 0.02% 302 0 0.0% Q2 2026 Jul 15, 2026
JPL Wealth Management, LLC History No change 30,253 1,608 0.32% 0.32% 303 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 30,153 1,603 0.01% 0.01% 304 0 0.0% Q2 2026 Jul 24, 2026
Valtrion Capital Management, LLC History No change 30,142 1,602 1.19% 1.19% 305 0 0.0% Q2 2026 Aug 14, 2026
Hidden Cove Wealth Management, LLC History No change 29,312 1,558 0.86% 0.86% 306 0 0.0% Q2 2026 Jul 21, 2026
First International Bank of Israel Ltd. History No change 29,207 1,552 0.42% 0.42% 307 0 0.0% Q2 2026 Aug 12, 2026
LightSquare Wealth Management, LLC History No change 29,158 1,550 1.07% 1.07% 308 0 0.0% Q2 2026 Aug 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 28,726 1,527 0.08% 0.08% 309 0 0.0% Q2 2026 Jul 31, 2026
WHITTIER TRUST CO History No change 28,757 1,524 0.01% 0.01% 310 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 28,674 1,524 0.01% 0.01% 311 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 28,541 1,517 0.03% 0.03% 312 0 0.0% Q2 2026 Jul 21, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 30,021 1,511 0.21% 0.23% 313 -1,063 -3.42% Q3 2026 Oct 08, 2026
Turtle Creek Wealth Advisors, LLC History No change 28,370 1,511 0.08% 0.08% 314 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Family Advisors, LLC History No change 28,315 1,505 0.63% 0.63% 315 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History No change 28,175 1,499 0.06% 0.06% 316 0 0.0% Q2 2026 Jul 09, 2026
Manchester Capital Management LLC History No change 28,047 1,491 0.19% 0.19% 317 0 0.0% Q2 2026 Aug 13, 2026
Union Bancaire Privee, UBP SA History No change 27,647 1,475 0.02% 0.02% 318 0 0.0% Q2 2026 Jul 16, 2026
Crescent Grove Advisors, LLC History No change 26,935 1,432 0.12% 0.12% 319 0 0.0% Q2 2026 Aug 10, 2026
Texas Bank & Trust Co History No change 26,882 1,429 0.47% 0.47% 320 0 0.0% Q2 2026 Jul 31, 2026
LOWE BROCKENBROUGH & CO INC History No change 26,813 1,425 0.06% 0.06% 321 0 0.0% Q2 2026 Aug 03, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 26,659 1,417 0.58% 0.58% 322 0 0.0% Q2 2026 Jul 16, 2026
PKS Advisory Services, LLC History No change 26,542 1,411 0.23% 0.23% 323 0 0.0% Q2 2026 Aug 04, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 26,284 1,397 0.57% 0.57% 324 0 0.0% Q2 2026 Aug 04, 2026
CRUX WEALTH ADVISORS History No change 26,014 1,383 0.48% 0.48% 325 0 0.0% Q2 2026 Jul 21, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 25,792 1,371 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 17, 2026
Fire Capital Management LLC History No change 25,038 1,331 0.54% 0.54% 327 0 0.0% Q2 2026 Aug 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 24,974 1,327 0.03% 0.03% 328 0 0.0% Q2 2026 Jul 17, 2026
Composition Wealth, LLC History No change 24,955 1,326 0.02% 0.02% 329 0 0.0% Q2 2026 Jul 22, 2026
Quadrature Capital Ltd History No change 24,880 1,322 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 06, 2026
TFB Advisors LLC History No change 24,872 1,322 0.58% 0.58% 331 0 0.0% Q2 2026 Aug 06, 2026
Boltwood Capital Management History Added to 26,120 1,315 0.3% 0.3% 332 +1,889 7.8% Q3 2026 Oct 02, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 24,531 1,304 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 10, 2026
THRYVE WEALTH MANAGEMENT LLC History Added to 24,499 1,233 0.69% 0.68% 334 +1,620 7.08% Q3 2026 Oct 09, 2026
Equitable Holdings, Inc. History No change 23,023 1,224 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 17, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 23,058 1,223 0.75% 0.75% 336 0 0.0% Q2 2026 Jul 31, 2026
ETF Portfolio Partners, Inc. History No change 22,321 1,186 0.28% 0.28% 337 0 0.0% Q2 2026 Jul 13, 2026
Regal Investment Advisors LLC History No change 21,788 1,158 0.06% 0.06% 338 0 0.0% Q2 2026 Aug 14, 2026
Grey Ledge Advisors, LLC History No change 21,734 1,155 0.23% 0.23% 339 0 0.0% Q2 2026 Jul 27, 2026
Asset One Wealth Management LLC History No change 21,540 1,135 0.12% 0.12% 340 0 0.0% Q2 2026 Aug 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 21,089 1,121 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 20,773 1,104 0.12% 0.12% 342 0 0.0% Q2 2026 Jul 29, 2026
Pure Financial Advisors, LLC History No change 20,557 1,093 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 20,560 1,093 0.02% 0.02% 344 0 0.0% Q2 2026 Jul 20, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 20,097 1,068 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 10, 2026
Hexagon Capital Partners LLC History No change 20,093 1,068 0.15% 0.15% 346 0 0.0% Q2 2026 Aug 06, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 20,000 1,063 0.0% 0.0% 347 0 0.0% Q2 2026 Jul 30, 2026
Global Retirement Partners, LLC History No change 19,581 1,041 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 06, 2026
Brucke Financial, Inc. History No change 19,436 1,033 0.46% 0.46% 349 0 0.0% Q2 2026 Jul 21, 2026
Horizon Investment Services, LLC History No change 19,387 1,030 0.29% 0.29% 350 0 0.0% Q2 2026 Aug 06, 2026
Diversify Advisory Services, LLC History No change 19,425 1,016 0.02% 0.02% 351 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 19,425 1,016 0.02% 0.02% 352 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 19,106 1,015 0.02% 0.02% 353 0 0.0% Q2 2026 Aug 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 18,911 1,005 0.02% 0.02% 354 0 0.0% Q2 2026 Aug 10, 2026
LAZARD ASSET MANAGEMENT LLC History No change 18,900 1,004 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 14, 2026
Revisor Wealth Management LLC History No change 18,725 995 0.24% 0.24% 356 0 0.0% Q2 2026 Jul 21, 2026
Atria Investments, Inc History No change 18,440 980 0.01% 0.01% 357 0 0.0% Q2 2026 Jul 28, 2026
PW Nova Financial Services LLC History No change 18,313 973 0.21% 0.21% 358 0 0.0% Q2 2026 Jul 29, 2026
Holistic Financial Partners History No change 18,277 971 0.59% 0.59% 359 0 0.0% Q2 2026 Jul 23, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 18,165 965 0.35% 0.35% 360 0 0.0% Q2 2026 Aug 07, 2026
Wescott Financial Advisory Group, LLC History No change 18,162 965 0.07% 0.07% 361 0 0.0% Q2 2026 Aug 04, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 18,070 960 0.36% 0.36% 362 0 0.0% Q2 2026 Aug 13, 2026
TENET WEALTH PARTNERS, LLC History No change 18,261 955 0.71% 0.71% 363 0 0.0% Q2 2026 Aug 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 17,923 952 0.07% 0.07% 364 0 0.0% Q2 2026 Aug 03, 2026
PRIVATE TRUST CO NA History No change 17,837 948 0.08% 0.08% 365 0 0.0% Q2 2026 Jul 28, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 18,789 946 0.44% 0.49% 366 -485 -2.52% Q3 2026 Oct 09, 2026
Centennial Bank/AR/ History No change 17,792 946 0.3% 0.3% 367 0 0.0% Q2 2026 Aug 10, 2026
Roehl & Yi Investment Advisors, LLC History No change 945,471 945 0.31% 0.31% 368 0 0.0% Q2 2026 Aug 13, 2026
VICUS CAPITAL History No change 17,633 937 0.06% 0.06% 369 0 0.0% Q2 2026 Aug 05, 2026
GSA CAPITAL PARTNERS LLP History No change 17,612 936 0.06% 0.06% 370 0 0.0% Q2 2026 Aug 06, 2026
Payne Capital LLC History No change 17,363 923 0.77% 0.77% 371 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 17,138 911 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 14, 2026
Heck Capital Advisors, LLC History No change 17,032 905 0.05% 0.05% 373 0 0.0% Q2 2026 Jul 10, 2026
SIMON QUICK ADVISORS, LLC History No change 16,684 887 0.04% 0.04% 374 0 0.0% Q2 2026 Jul 28, 2026
Panoramic Capital Partners, LLC History No change 16,435 873 0.41% 0.41% 375 0 0.0% Q2 2026 Aug 07, 2026
F/m Investments LLC History No change 16,335 868 0.04% 0.04% 376 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 16,165 859 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 28, 2026
NORTH DALLAS BANK & TRUST CO History No change 16,025 852 0.51% 0.51% 378 0 0.0% Q2 2026 Jul 13, 2026
AmeriServ Wealth Advisors History No change 15,942 847 0.56% 0.56% 379 0 0.0% Q2 2026 Aug 03, 2026
Sanchez Gaunt Capital Management, LLC History No change 15,897 845 0.47% 0.47% 380 0 0.0% Q2 2026 Aug 14, 2026
Miller Capital Partners, Inc. History No change 15,745 837 0.33% 0.33% 381 0 0.0% Q2 2026 Aug 12, 2026
WAYSTONE ADVISORS LLC History No change 15,680 833 0.62% 0.62% 382 0 0.0% Q2 2026 Jul 16, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 15,583 828 0.17% 0.17% 383 0 0.0% Q2 2026 Jul 22, 2026
SWP FINANCIAL LLC History No change 15,490 823 0.38% 0.38% 384 0 0.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History No change 15,364 816 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 15,334 815 0.02% 0.02% 386 0 0.0% Q2 2026 Jul 28, 2026
Perigon Wealth Management, LLC History No change 15,136 804 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 07, 2026
CULLEN/FROST BANKERS, INC. History No change 14,861 790 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 27, 2026
MITCHELL SINKLER & STARR/PA History No change 14,871 790 0.33% 0.33% 389 0 0.0% Q2 2026 Jul 21, 2026
Trivium Point Advisory, LLC History No change 14,843 789 0.07% 0.07% 390 0 0.0% Q2 2026 Aug 06, 2026
ALLIANZ SE History No change 14,597 776 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 10, 2026
Legacy Capital Group California, Inc. History No change 14,605 776 0.23% 0.23% 392 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Investment Partners, Inc. History No change 14,525 772 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 13, 2026
Prossimo Advisors, LLC History No change 14,272 758 4.37% 4.37% 394 0 0.0% Q2 2026 Jul 27, 2026
Hobbs Group Advisors, LLC History No change 14,106 749 0.2% 0.2% 395 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 14,050 747 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 12, 2026
ACT WEALTH MANAGEMENT, LLC History No change 14,815 745 0.22% 0.23% 397 0 0.0% Q3 2026 Oct 08, 2026
Integrated Wealth Concepts LLC History No change 13,990 743 0.0% 0.0% 398 0 0.0% Q2 2026 Sep 08, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 13,565 721 0.01% 0.01% 399 0 0.0% Q2 2026 Jul 16, 2026
Verdence Capital Advisors LLC History No change 13,566 721 0.04% 0.04% 400 0 0.0% Q2 2026 Jul 29, 2026
Hoxton Planning & Management, LLC History No change 13,545 720 0.19% 0.19% 401 0 0.0% Q2 2026 Jul 16, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 13,516 718 0.1% 0.1% 402 0 0.0% Q2 2026 Jul 24, 2026
Lewis Asset Management, LLC History No change 13,429 714 0.25% 0.25% 403 0 0.0% Q2 2026 Jul 21, 2026
Orion Porfolio Solutions, LLC History No change 13,394 712 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 14, 2026
Apriem Advisors History No change 13,234 703 0.06% 0.06% 405 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 13,085 695 0.02% 0.02% 406 0 0.0% Q2 2026 Jul 14, 2026
Hudson Portfolio Management LLC History No change 13,090 695 0.53% 0.53% 407 0 0.0% Q2 2026 Aug 12, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 13,065 694 0.48% 0.48% 408 0 0.0% Q2 2026 Aug 11, 2026
4J Wealth Management LLC History No change 12,858 683 0.34% 0.34% 409 0 0.0% Q2 2026 Jul 21, 2026
Stelac Advisory Services LLC History No change 12,718 676 0.13% 0.13% 410 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 12,412 659 0.04% 0.04% 411 0 0.0% Q2 2026 Jul 21, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 12,313 654 0.18% 0.18% 412 0 0.0% Q2 2026 Aug 07, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 12,300 653 0.1% 0.1% 413 0 0.0% Q2 2026 Jul 22, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 12,195 648 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 10, 2026
GFI Investment Counsel Ltd. History No change 11,984 637 0.09% 0.09% 415 0 0.0% Q2 2026 Aug 13, 2026
Fortis Capital Management LLC History No change 11,997 637 0.07% 0.07% 416 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 11,961 635 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 10, 2026
Emerald Investment Advisers, LLC History No change 11,757 625 0.04% 0.04% 418 0 0.0% Q2 2026 Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 11,685 621 0.01% 0.01% 419 0 0.0% Q2 2026 Jul 28, 2026
MEITAV INVESTMENT HOUSE LTD History No change 11,651 619 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 20, 2026
Equita Financial Network, Inc. History No change 11,480 610 0.17% 0.17% 421 0 0.0% Q2 2026 Jul 29, 2026
EFG International AG History No change 11,490 610 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 14, 2026
Bangor Savings Bank History Reduced 12,047 606 0.05% 0.05% 423 -1,445 -10.71% Q3 2026 Oct 06, 2026
COURIER CAPITAL LLC History No change 11,371 604 0.03% 0.03% 424 0 0.0% Q2 2026 Jul 16, 2026
Axis Wealth Partners, LLC History No change 11,245 597 0.29% 0.29% 425 0 0.0% Q2 2026 Jul 28, 2026
Meridian Financial Advisors, LLC History No change 11,174 594 0.29% 0.29% 426 0 0.0% Q2 2026 Jul 22, 2026
Calamos Advisors LLC History No change 11,151 592 0.0% 0.0% 427 0 0.0% Q2 2026 Jul 31, 2026
Keel Point, LLC History No change 11,149 592 0.03% 0.03% 428 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 10,937 582 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 04, 2026
Navigation Group, LLC History No change 10,926 580 0.11% 0.11% 430 0 0.0% Q2 2026 Jul 29, 2026
Vestmark Advisory Solutions, Inc. History No change 10,730 570 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 14, 2026
KPP Advisory Services LLC History No change 10,702 569 0.07% 0.07% 432 0 0.0% Q2 2026 Jul 24, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 10,696 568 0.06% 0.06% 433 0 0.0% Q2 2026 Jul 09, 2026
DUNCKER STREETT & CO INC History No change 10,651 566 0.1% 0.1% 434 0 0.0% Q2 2026 Jul 28, 2026
Brookstone Capital Management History No change 10,485 557 0.01% 0.01% 435 0 0.0% Q2 2026 Jul 15, 2026
FOCUS Wealth Advisors, LLC History No change 10,434 554 0.26% 0.26% 436 0 0.0% Q2 2026 Jul 07, 2026
NTV ASSET MANAGEMENT LLC History No change 10,394 552 0.05% 0.05% 437 0 0.0% Q2 2026 Aug 05, 2026
Resurgent Financial Advisors LLC History No change 10,355 550 0.15% 0.15% 438 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 10,251 545 0.01% 0.01% 439 0 0.0% Q2 2026 Jul 29, 2026
Simmons Bank History No change 10,247 544 0.03% 0.03% 440 0 0.0% Q2 2026 Jul 31, 2026
Lantern Wealth Advisors, LLC History No change 10,094 536 0.25% 0.25% 441 0 0.0% Q2 2026 Jul 28, 2026
COMMERCE BANK History No change 9,679 514 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 12, 2026
Wealth Advisory Solutions, LLC History No change 9,593 510 0.1% 0.1% 443 0 0.0% Q2 2026 Jul 24, 2026
Expressive Wealth LLC History No change 9,606 510 0.48% 0.48% 444 0 0.0% Q2 2026 Aug 11, 2026
SHP Wealth Management History No change 9,484 504 0.03% 0.03% 445 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 9,416 500 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 9,394 499 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 18, 2026
Merited Wealth, LLC History No change 9,365 497 0.35% 0.35% 448 0 0.0% Q2 2026 Aug 14, 2026
Florida Trust Wealth Management Co History No change 9,299 494 0.01% 0.01% 449 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL SECURITIES, INC. History No change 9,272 492 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 04, 2026
Hilltop Partners LLC History No change 9,112 484 0.12% 0.12% 451 0 0.0% Q2 2026 Aug 05, 2026
Bellecapital International Ltd. History No change 8,936 475 0.08% 0.08% 452 0 0.0% Q2 2026 Jul 22, 2026
TCTC Holdings, LLC History No change 8,879 472 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 8,941 471 0.01% 0.01% 454 0 0.0% Q2 2026 Jul 27, 2026
Transcendent Capital Group LLC History No change 8,817 468 0.18% 0.18% 455 0 0.0% Q2 2026 Aug 05, 2026
Ascent Group, LLC History No change 8,530 453 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 03, 2026
Avior Wealth Management, LLC History No change 8,413 447 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 07, 2026
Corient Private Wealth LP History No change 8,206 436 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 8,143 432 0.01% 0.01% 459 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 8,099 430 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 8,060 428 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 14, 2026
Ceeto Capital Group, LLC History No change 8,000 425 0.12% 0.12% 462 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History Added to 8,396 422 0.03% 0.03% 463 +583 7.46% Q3 2026 Oct 08, 2026
Ausdal Financial Partners, Inc. History No change 7,904 420 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 14, 2026
EQUITABLE TRUST CO History No change 7,871 418 0.02% 0.02% 465 0 0.0% Q2 2026 Jul 23, 2026
Sowell Financial Services LLC History No change 7,855 417 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 8,114 408 0.03% 0.08% 467 -13,579 -62.6% Q3 2026 Oct 08, 2026
Y.D. More Investments Ltd History No change 7,660 405 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 05, 2026
Precision Wealth Strategies, LLC History No change 7,603 404 0.12% 0.12% 469 0 0.0% Q2 2026 Aug 10, 2026
Evolution Wealth Advisors, LLC History No change 7,476 397 0.05% 0.05% 470 0 0.0% Q2 2026 Jul 29, 2026
Sandhill Capital Partners LLC History No change 7,440 395 0.03% 0.03% 471 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 7,407 393 0.03% 0.03% 472 0 0.0% Q2 2026 Jul 29, 2026
Wynn Capital, LLC History No change 7,400 393 0.18% 0.18% 473 0 0.0% Q2 2026 Jul 08, 2026
Clearstead Advisors, LLC History No change 7,367 391 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 7,340 390 0.03% 0.03% 475 0 0.0% Q2 2026 Aug 04, 2026
Exchange Bank History No change 7,672 386 0.24% 0.25% 476 0 0.0% Q3 2026 Oct 07, 2026
Cresset Asset Management, LLC History No change 7,252 385 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 14, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 7,195 382 0.05% 0.05% 478 0 0.0% Q2 2026 Jul 29, 2026
Argent Trust Co History No change 7,149 380 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 7,132 379 0.01% 0.01% 480 0 0.0% Q2 2026 Jul 23, 2026
Quotient Wealth Partners, LLC History No change 7,068 375 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 03, 2026
FC Advisory LLC History Added to 7,227 363 0.1% 0.09% 482 +756 11.68% Q3 2026 Oct 05, 2026
Visionary Wealth Advisors History No change 6,769 359 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 13, 2026
Evanson Financial, LLC History No change 6,758 359 0.02% 0.02% 484 0 0.0% Q2 2026 Jul 07, 2026
Apella Capital, LLC History Added to 7,048 354 0.0% 0.0% 485 +2,243 46.68% Q3 2026 Oct 08, 2026
Hofer & Associates. Inc History No change 6,568 349 0.17% 0.17% 486 0 0.0% Q2 2026 Jul 21, 2026
OneDigital Investment Advisors LLC History No change 6,561 348 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 06, 2026
BSW Wealth Partners History No change 6,500 345 0.04% 0.04% 488 0 0.0% Q2 2026 Jul 15, 2026
MEMBERS WEALTH LLC History No change 6,500 345 0.19% 0.19% 489 0 0.0% Q2 2026 Jul 09, 2026
Balefire, LLC History New 6,631 333 0.05% — 490 +6,631 New Q3 2026 Oct 09, 2026
Stratos Wealth Partners, LTD. History No change 6,226 331 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 11, 2026
Walleye Partners, LLC History No change 6,179 328 0.37% 0.37% 492 0 0.0% Q2 2026 Jul 24, 2026
Kelly Financial Services LLC History No change 6,163 327 0.07% 0.07% 493 0 0.0% Q2 2026 Jul 14, 2026
Pinion Investment Advisors, LLC History No change 6,077 323 0.06% 0.06% 494 0 0.0% Q2 2026 Aug 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 6,000 319 0.03% 0.03% 495 0 0.0% Q2 2026 Jul 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,974 317 0.02% 0.02% 496 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Advisory Services, LLC History No change 5,977 317 0.01% 0.01% 497 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 5,870 312 0.08% 0.08% 498 0 0.0% Q2 2026 Jul 09, 2026
Ancora Advisors LLC History No change 5,821 309 0.01% 0.01% 499 0 0.0% Q2 2026 Aug 14, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 5,740 305 0.02% 0.02% 500 0 0.0% Q2 2026 Aug 14, 2026
Inman Jager Wealth Management, LLC History No change 5,712 303 0.16% 0.16% 501 0 0.0% Q2 2026 Aug 07, 2026
Accurate Wealth Management, LLC History No change 5,754 302 0.03% 0.03% 502 0 0.0% Q2 2026 Jul 14, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 5,625 299 0.04% 0.04% 503 0 0.0% Q2 2026 Aug 12, 2026
Tyche Wealth Partners LLC History No change 5,613 298 0.04% 0.04% 504 0 0.0% Q2 2026 Aug 06, 2026
McAdam, LLC History No change 5,553 295 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 04, 2026
OLD NATIONAL BANCORP /IN/ History No change 5,513 293 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 15, 2026
Grove Bank & Trust History New 5,783 291 0.03% — 508 +5,783 New Q3 2026 Oct 08, 2026
VERUS CAPITAL PARTNERS, LLC History No change 5,484 291 0.02% 0.02% 507 0 0.0% Q2 2026 Aug 06, 2026
Paragon Capital Management Ltd History Reduced 5,776 290 0.05% 0.06% 509 -491 -7.83% Q3 2026 Oct 09, 2026
Seaside Wealth Management, Inc. History No change 5,470 290 0.07% 0.07% 510 0 0.0% Q2 2026 Aug 05, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 5,365 285 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 04, 2026
Genesis Wealth Advisors, LLC History No change 5,373 285 0.17% 0.17% 512 0 0.0% Q2 2026 Aug 07, 2026
Adams Wealth Management History No change 5,367 285 0.05% 0.05% 513 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 5,367 285 0.05% 0.05% 514 0 0.0% Q2 2026 Aug 11, 2026
PFG Advisors History No change 5,327 283 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 16, 2026
Rossby Financial, LCC History No change 5,329 283 0.05% 0.05% 516 0 0.0% Q2 2026 Aug 04, 2026
BRIGHTON JONES LLC History No change 5,305 282 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 11, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 5,299 281 0.12% 0.12% 518 0 0.0% Q2 2026 Sep 18, 2026
FLAGSTAR SECURITIES, INC History No change 5,274 280 0.08% 0.08% 519 0 0.0% Q2 2026 Jul 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 5,248 279 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 5,210 277 0.01% 0.01% 521 0 0.0% Q2 2026 Jul 21, 2026
RFG Advisory, LLC History No change 5,197 276 0.0% 0.0% 522 0 0.0% Q2 2026 Jul 15, 2026
INTEGRITY ALLIANCE, LLC. History No change 5,189 275 0.01% 0.01% 523 0 0.0% Q2 2026 Jul 31, 2026
RiverGlades Family Offices LLC History No change 5,165 274 0.13% 0.13% 524 0 0.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History No change 5,147 273 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 03, 2026
SIMA Wealth Partners, LLC History No change 5,107 271 0.19% 0.19% 526 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL BANK OF OMAHA History No change 5,006 267 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 4,978 264 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 10, 2026
Lee Financial Co History No change 4,950 263 0.03% 0.03% 529 0 0.0% Q2 2026 Jul 22, 2026
Beacon Capital Management, Inc. History No change 4,963 263 0.02% 0.02% 530 0 0.0% Q2 2026 Aug 13, 2026
Roan Capital Partners History Reduced 5,215 262 0.19% 0.26% 533 -715 -12.06% Q3 2026 Oct 09, 2026
Merit Financial Group, LLC History No change 4,939 262 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 20, 2026
Spire Wealth Management History No change 4,939 262 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 15, 2026
KINTRA WEALTH, LLC History No change 4,945 259 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 14, 2026
Maridea Wealth Management LLC History No change 4,792 254 0.03% 0.03% 535 0 0.0% Q2 2026 Aug 06, 2026
RDA Financial Network History No change 4,756 252 0.05% 0.05% 536 0 0.0% Q2 2026 Jul 06, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 4,679 248 0.1% 0.1% 537 0 0.0% Q2 2026 Jul 15, 2026
John W. Brooker & Co., CPAs History No change 4,623 245 0.3% 0.3% 538 0 0.0% Q2 2026 Jul 20, 2026
UNIVEST FINANCIAL Corp History No change 4,594 244 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 07, 2026
Pathstone Holdings, LLC History No change 4,533 241 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 13, 2026
Triad Wealth Partners, LLC History No change 4,624 241 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 10, 2026
Piscataqua Savings Bank History No change 4,525 240 0.16% 0.16% 542 0 0.0% Q2 2026 Jul 09, 2026
OneAscent Financial Services LLC History No change 4,507 239 0.01% 0.01% 543 0 0.0% Q2 2026 Aug 11, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 4,474 237 0.03% 0.03% 544 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 4,421 235 0.02% 0.02% 545 0 0.0% Q2 2026 Aug 06, 2026
Farmers & Merchants Trust Co of Long Beach History No change 4,376 232 0.05% 0.05% 546 0 0.0% Q2 2026 Aug 05, 2026
Crumly & Associates Inc. History No change 4,625 232 0.04% 0.05% 547 0 0.0% Q3 2026 Oct 07, 2026
CIBC WORLD MARKET INC. History No change 4,336 230 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 13, 2026
Farrell Financial LLC History No change 4,317 229 0.12% 0.12% 549 0 0.0% Q2 2026 Jul 10, 2026
Sage Advisory Services, Ltd.Co. History No change 4,292 228 0.11% 0.11% 550 0 0.0% Q2 2026 Jul 22, 2026
CITADEL ADVISORS LLC History No change 4,200 223 0.0% 0.0% 551 0 0.0% Q2 2026 Sep 02, 2026
Trilogy Capital Inc. History No change 4,183 222 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 02, 2026
Parkside Financial Bank & Trust History No change 4,147 220 0.02% 0.02% 553 0 0.0% Q2 2026 Sep 04, 2026
Prostatis Group LLC History No change 4,155 220 0.05% 0.05% 554 0 0.0% Q2 2026 Aug 14, 2026
Gradient Capital Advisors, LLC History No change 4,141 220 0.05% 0.05% 555 0 0.0% Q2 2026 Jul 13, 2026
PROMETHIUM ADVISORS,LLC History No change 4,131 219 0.11% 0.11% 556 0 0.0% Q2 2026 Aug 05, 2026
Lutz Financial Services LLC History No change 4,007 213 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,988 212 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 14, 2026
Snowden Capital Advisors LLC History No change 3,993 212 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 3,934 209 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 06, 2026
VISTA INVESTMENT MANAGEMENT History No change 3,947 209 0.06% 0.06% 561 0 0.0% Q2 2026 Aug 12, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 3,931 208 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 20, 2026
Haverford Financial Services, Inc. History No change 3,767 200 0.06% 0.06% 563 0 0.0% Q2 2026 Aug 12, 2026
MainStreet Investment Advisors LLC History No change 3,775 200 0.03% 0.03% 564 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 3,724 197 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 3,678 195 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 3,656 194 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL CONSULATE, INC History No change 3,582 190 0.02% 0.02% 568 0 0.0% Q2 2026 Jul 23, 2026
AlphaCore Capital LLC History No change 3,427 182 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 06, 2026
TD Capital Management LLC History No change 3,357 178 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 06, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 3,200 170 0.09% 0.09% 571 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,212 170 0.02% 0.02% 572 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 3,055 162 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 10, 2026
Paladin Advisory Group, LLC History No change 3,059 162 0.11% 0.11% 574 0 0.0% Q2 2026 Jul 28, 2026
EverSource Wealth Advisors, LLC History No change 3,038 161 0.01% 0.01% 575 0 0.0% Q2 2026 Jul 24, 2026
CNB Bank History No change 2,818 149 0.06% 0.06% 576 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,765 147 0.01% 0.01% 577 0 0.0% Q2 2026 Aug 06, 2026
WEBSTER BANK, N. A. History No change 2,678 142 0.01% 0.01% 578 0 0.0% Q2 2026 Jul 20, 2026
Morton Brown Family Wealth, LLC History No change 2,486 132 0.03% 0.03% 579 0 0.0% Q2 2026 Jul 21, 2026
Hanson & Doremus Investment Management History No change 2,461 131 0.01% 0.01% 580 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 2,400 127 0.0% 0.0% 581 0 0.0% Q2 2026 Jul 28, 2026
UNION SAVINGS BANK History No change 2,406 127 0.05% 0.05% 582 0 0.0% Q2 2026 Jul 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,214 117 0.01% 0.01% 583 0 0.0% Q2 2026 Jul 22, 2026
General Partner, Inc. History No change 2,165 109 0.06% 0.06% 584 0 0.0% Q3 2026 Oct 05, 2026
ALBION FINANCIAL GROUP /UT History No change 2,017 107 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisory Services, LLC History No change 1,991 105 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 23, 2026
Glassman Wealth Services History No change 1,900 101 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 05, 2026
American Capital Advisory, LLC History No change 1,815 96 0.03% 0.03% 588 0 0.0% Q2 2026 Jul 28, 2026
Signature Resources Capital Management, LLC History No change 1,614 85 0.03% 0.03% 589 0 0.0% Q2 2026 Jul 13, 2026
HUNTINGTON NATIONAL BANK History No change 1,507 80 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History No change 1,470 78 0.02% 0.02% 591 0 0.0% Q2 2026 Jul 28, 2026
Glen Eagle Advisors, LLC History No change 1,483 78 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 1,471 78 0.03% 0.03% 593 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 1,432 76 0.02% 0.02% 594 0 0.0% Q2 2026 Aug 11, 2026
Sachetta, LLC History No change 1,426 75 0.04% 0.04% 595 0 0.0% Q2 2026 Jul 15, 2026
Pacific Center for Financial Services History No change 1,404 74 0.02% 0.02% 596 0 0.0% Q2 2026 Aug 05, 2026
Polaris Financial Partners History New 1,440 73 0.03% — 597 +1,440 New Q3 2026 Oct 02, 2026
IFG Advisory, LLC History No change 1,363 72 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 1,341 71 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History No change 1,392 70 0.0% 0.0% 600 0 0.0% Q3 2026 Oct 05, 2026
Cherry Tree Wealth Management, LLC History No change 1,306 69 0.01% 0.01% 601 0 0.0% Q2 2026 Sep 15, 2026
REAP Financial Group, LLC History No change 1,233 65 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 04, 2026
CVA Family Office, LLC History No change 1,196 63 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 07, 2026
Aptus Capital Advisors, LLC History No change 1,025 54 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 12, 2026
Viewpoint Capital Management LLC History No change 1,000 53 0.03% 0.03% 605 0 0.0% Q2 2026 Aug 04, 2026
Birchwood Financial Partners, Inc. History No change 1,000 53 0.04% 0.04% 606 0 0.0% Q2 2026 Aug 06, 2026
Realta Investment Advisors History No change 995 52 0.02% 0.02% 607 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 853 45 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 05, 2026
Brooklyn FI, LLC History No change 822 43 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 04, 2026
BLUELINE ADVISORS LLC History No change 817 43 0.03% 0.03% 610 0 0.0% Q2 2026 Jul 27, 2026
Strive Financial Group ,LLC History No change 800 42 0.02% 0.02% 611 0 0.0% Q2 2026 Aug 14, 2026
BankChampaign, National Association History No change 778 41 0.03% 0.03% 612 0 0.0% Q2 2026 Jul 23, 2026
Mechanics Financial Corp History No change 764 40 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 736 39 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 28, 2026
Indiana Trust & Investment Management Co History No change 742 39 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 22, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 697 37 0.02% 0.02% 616 0 0.0% Q2 2026 Aug 14, 2026
Go Invest LLC History Added to 734 36 0.01% 0.0% 617 +597 435.77% Q3 2026 Oct 08, 2026
Glass Jacobson Investment Advisors llc History No change 667 35 0.01% 0.01% 618 0 0.0% Q2 2026 Jul 30, 2026
JCIC Asset Management Inc. History No change 620 32 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 17, 2026
Founders Financial Alliance, LLC History No change 611 32 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 04, 2026
Signature Equity Partners, LLC History No change 617 32 0.01% 0.01% 621 0 0.0% Q2 2026 Jul 30, 2026
GK Wealth Management LLC History New 620 31 0.02% — 625 +620 New Q3 2026 Oct 09, 2026
NFSG Corp History No change 585 31 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 590 31 0.02% 0.02% 623 0 0.0% Q2 2026 Jul 14, 2026
Cape Investment Advisory, Inc. History No change 586 31 0.01% 0.01% 624 0 0.0% Q2 2026 Jul 23, 2026
VANGUARD ADVISERS INC History No change 579 30 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 13, 2026
CARDIFF PARK ADVISORS, LLC History No change 570 30 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 571 30 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 10, 2026
WestEnd Advisors, LLC History No change 562 29 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 22, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 547 29 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF VERMONT History No change 545 28 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 511 27 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 13, 2026
Balentine LLC History No change 500 26 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 06, 2026
Rossmore Private Capital History No change 500 26 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 31, 2026
Vermillion Wealth Management, Inc. History No change 506 26 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 15, 2026
Geneos Wealth Management Inc. History No change 499 26 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 475 25 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 28, 2026
Dunhill Financial, LLC History No change 483 25 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 07, 2026
TOMPKINS FINANCIAL CORP History New 477 24 0.0% — 640 +477 New Q3 2026 Oct 05, 2026
SBI Securities Co., Ltd. History No change 469 24 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 22, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 450 23 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 21, 2026
EPG Wealth Management LLC History No change 451 23 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 28, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 423 22 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 420 22 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 12, 2026
Community Bank, N.A. History No change 428 22 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 426 22 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 22, 2026
Crews Bank & Trust History No change 406 21 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 16, 2026
GeoWealth Management, LLC History No change 386 20 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 30, 2026
DHJJ Financial Advisors, Ltd. History No change 387 20 0.01% 0.01% 649 0 0.0% Q2 2026 Jul 24, 2026
MassMutual Private Wealth & Trust, FSB History No change 380 19 0.0% 0.0% 650 0 0.0% Q3 2026 Oct 05, 2026
WOLFF WIESE MAGANA LLC History No change 350 18 0.01% 0.01% 651 0 0.0% Q2 2026 Jul 13, 2026
SOA Wealth Advisors, LLC. History No change 344 18 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 21, 2026
Colonial Trust Advisors History No change 330 17 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 11, 2026
Friedenthal Financial History No change 323 17 0.01% 0.01% 654 0 0.0% Q2 2026 Jul 13, 2026
Aventura Private Wealth, LLC History No change 322 17 0.01% 0.01% 655 0 0.0% Q2 2026 Jul 15, 2026
SYM FINANCIAL Corp History No change 318 16 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 04, 2026
HOWE & RUSLING INC History No change 301 16 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone National Bank & Trust Co History No change 308 16 0.01% 0.01% 658 0 0.0% Q2 2026 Jul 21, 2026
Asset Dedication, LLC History No change 266 14 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 30, 2026
MONTAG A & ASSOCIATES INC History No change 255 13 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 05, 2026
Wagner Wealth Management, LLC History No change 234 12 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 239 12 0.01% 0.01% 662 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 222 11 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 31, 2026
Physician Wealth Advisors, Inc. History No change 220 11 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 20, 2026
Beaird Harris Wealth Management, LLC History No change 208 11 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 08, 2026
Buck Wealth Strategies, LLC History No change 219 11 0.0% 0.0% 666 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Partners, Ltd. History No change 199 10 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 12, 2026
Kingdom Financial Group LLC. History No change 201 10 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 07, 2026
BankPlus Trust Department History No change 197 10 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 28, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 189 10 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 12, 2026
CITY HOLDING CO History No change 170 9 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 10, 2026
Tower Research Capital LLC (TRC) History No change 179 9 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 11, 2026
NEPC LLC History No change 160 8 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 14, 2026
Quantum Portfolio Management LLC History No change 167 8 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 14, 2026
Westfuller Advisors, LLC History No change 167 8 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 29, 2026
Index Technologies Group LLC History No change 167 8 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 155 8 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 14, 2026
Robinswood Financial LLC History No change 169 8 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 14, 2026
Institute for Wealth Management, LLC. History No change 144 7 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 149 7 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 07, 2026
Axiom Investment Management LLC History No change 120 6 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 30, 2026
Investors Research Corp History No change 120 6 0.0% 0.0% 682 0 0.0% Q3 2026 Oct 07, 2026
Sunrise Financial Services, LLC History No change 122 6 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 12, 2026
BARRETT & COMPANY, INC. History No change 108 5 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 24, 2026
Costello Asset Management, INC History No change 100 5 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 28, 2026
Oakmont Advisory Group, LLC History No change 102 5 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 03, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 87 4 0.0% 0.0% 687 0 0.0% Q2 2026 Jul 16, 2026
KELLEHER FINANCIAL ADVISORS History No change 77 4 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Trust, LLC History No change 90 4 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 48 3 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 30, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 75 3 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History No change 55 3 0.0% 0.0% 692 0 0.0% Q2 2026 Jul 16, 2026
Avion Wealth History No change 67 3 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 31, 2026
Cassaday & Co Wealth Management LLC History No change 59 3 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 63 3 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 21, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 72 3 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 21, 2026
Perkins Coie Trust Co History No change 40 2 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 09, 2026
Archer Investment Corp History No change 52 2 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 03, 2026
Bank of New Hampshire History No change 56 2 0.0% 0.0% 699 0 0.0% Q3 2026 Oct 06, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 44 2 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 21, 2026
Quest 10 Wealth Builders, Inc. History No change 49 2 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 24, 2026
Portfolio Resources Advisor Group, Inc. History No change 51 2 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 29, 2026
Anchor Investment Management, LLC History No change 28 1 0.0% 0.0% 703 0 0.0% Q2 2026 Sep 15, 2026
N.E.W. Advisory Services LLC History No change 19 1 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 06, 2026
Rosenberg Matthew Hamilton History No change 26 1 0.0% 0.0% 705 0 0.0% Q3 2026 Oct 05, 2026
TUCKER ASSET MANAGEMENT LLC History No change 35 1 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 27, 2026
New Republic Capital, LLC History No change 37 1 0.0% 0.0% 707 0 0.0% Q2 2026 Jul 31, 2026
Kilter Group LLC History No change 21 1 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 11, 2026
MASECO LLP History No change 34 1 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 05, 2026
Keating Financial Advisory Services, Inc. History No change 19 1 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 11, 2026
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.03% — -6,347 -100.0% Q3 2026 Oct 05, 2026
Retireful, LLC History Closed out 0 0 — 0.28% — -5,617 -100.0% Q3 2026 Oct 08, 2026
KFA Private Wealth Group, LLC History Closed out 0 0 — 0.06% — -4,812 -100.0% Q3 2026 Oct 07, 2026
Gradient Investments LLC History Closed out 0 0 — 0.0% — -4,001 -100.0% Q3 2026 Oct 08, 2026
Cheviot Value Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Montgomery Financial Services LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 12, 2026