iSHARES TRUST - IGSB

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
NORTHERN TRUST CORP History No change 26,252,076 1,375,871 0.16% 0.16% 1 0 0.0% Q2 2026 Aug 13, 2026
Matson Money. Inc. History No change 15,505,032 813,083 22.65% 22.65% 2 0 0.0% Q2 2026 Jul 17, 2026
EP Wealth Advisors, LLC History No change 13,710,330 718,558 2.75% 2.75% 3 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 12,595,321 660,120 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 10,015,306 524,163 0.11% 0.11% 5 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 9,160,330 480,092 4.79% 4.79% 6 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 8,818,356 462,170 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 8,281,325 434,024 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 14, 2026
BARINGS LLC History No change 6,840,027 358,485 6.36% 6.36% 9 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 6,834,814 358,212 0.08% 0.08% 10 0 0.0% Q2 2026 Sep 23, 2026
GOLDMAN SACHS GROUP INC History No change 6,412,760 336,092 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 6,086,054 318,970 0.49% 0.49% 12 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 5,508,239 288,686 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 5,506,117 288,575 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,392,728 230,222 0.06% 0.06% 15 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 3,980,191 208,601 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,934,430 206,203 0.1% 0.1% 17 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 3,665,930 192,131 0.2% 0.2% 18 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 3,525,156 184,753 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 3,313,324 173,651 2.21% 2.21% 20 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 3,279,401 171,873 0.14% 0.14% 21 0 0.0% Q2 2026 Aug 12, 2026
Members Trust Co History No change 3,201,864 167,809 5.22% 5.22% 22 0 0.0% Q2 2026 Jul 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,768,665 145,105 0.18% 0.18% 23 0 0.0% Q2 2026 Jul 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 2,508,677 131,492 1.57% 1.57% 24 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 2,462,123 129,039 0.15% 0.15% 25 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 2,399,367 125,750 1.47% 1.47% 26 0 0.0% Q2 2026 Jul 22, 2026
PRUDENTIAL FINANCIAL INC History No change 2,330,032 122,116 0.13% 0.13% 27 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 2,245,918 117,708 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 2,167,426 113,594 0.37% 0.37% 29 0 0.0% Q2 2026 Jul 28, 2026
ROYAL BANK OF CANADA History No change 2,116,211 110,912 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 2,028,500 106,313 0.12% 0.12% 31 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 1,944,485 101,910 0.21% 0.21% 32 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 1,902,181 99,693 0.1% 0.1% 33 0 0.0% Q2 2026 Aug 05, 2026
Parkside Investments, LLC History No change 1,876,303 98,337 10.9% 10.9% 34 0 0.0% Q2 2026 Jul 13, 2026
Williams Jones Wealth Management, LLC. History No change 1,855,860 97,265 1.1% 1.1% 35 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 1,835,731 96,210 0.36% 0.36% 36 0 0.0% Q2 2026 Aug 14, 2026
Busey Bank History No change 1,831,639 95,996 2.33% 2.33% 37 0 0.0% Q2 2026 Aug 13, 2026
RiverFront Investment Group, LLC History No change 1,704,771 89,347 1.18% 1.18% 38 0 0.0% Q2 2026 Jul 29, 2026
ASSETMARK, INC History No change 1,695,928 88,883 0.15% 0.15% 39 0 0.0% Q2 2026 Jul 30, 2026
Haverford Trust Co History No change 1,656,261 86,804 0.75% 0.75% 40 0 0.0% Q2 2026 Aug 12, 2026
Destination Wealth Management History No change 1,594,200 83,552 1.95% 1.95% 41 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 1,571,911 82,619 2.3% 2.3% 42 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,518,855 79,603 0.37% 0.37% 43 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,476,104 77,465 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 1,389,346 72,815 0.08% 0.08% 45 0 0.0% Q2 2026 Aug 12, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1,373,167 71,967 23.06% 23.06% 46 0 0.0% Q2 2026 Jul 17, 2026
Mariner, LLC History No change 1,334,985 69,966 0.07% 0.07% 47 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 1,302,960 68,288 0.06% 0.06% 48 0 0.0% Q2 2026 Aug 12, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 1,190,935 62,416 7.87% 7.87% 49 0 0.0% Q2 2026 Jul 23, 2026
Dakota Wealth Management History No change 1,104,802 57,902 1.11% 1.11% 50 0 0.0% Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,056,853 55,389 1.02% 1.02% 51 0 0.0% Q2 2026 Aug 04, 2026
GREENWOOD GEARHART LLC History No change 1,050,207 55,041 2.56% 2.56% 52 0 0.0% Q2 2026 Jul 24, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 1,039,573 54,484 1.03% 1.03% 53 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 1,019,362 53,428 0.06% 0.06% 54 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 987,415 51,750 6.52% 6.52% 55 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 923,586 48,405 0.14% 0.14% 56 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 902,951 47,324 0.09% 0.09% 57 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 897,036 47,013 0.06% 0.06% 58 0 0.0% Q2 2026 Aug 14, 2026
Zurich Insurance Group Ltd/FI History No change 894,272 46,859 0.33% 0.33% 59 0 0.0% Q2 2026 Aug 14, 2026
Bangor Savings Bank History Added to 911,775 46,710 3.56% 3.5% 60 +3,061 0.34% Q3 2026 Oct 06, 2026
BANK OF MONTREAL /CAN/ History No change 890,251 46,658 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 12, 2026
CVS HEALTH Corp History No change 890,000 46,644 20.72% 20.72% 62 0 0.0% Q2 2026 Aug 06, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 881,726 46,211 4.35% 4.35% 63 0 0.0% Q2 2026 Jul 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 858,952 45,017 0.67% 0.67% 64 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY TRUST CO History No change 840,330 44,041 0.48% 0.48% 65 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 840,189 43,799 0.07% 0.07% 66 0 0.0% Q2 2026 Jul 15, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 815,000 42,714 0.02% 0.02% 67 0 0.0% Q2 2026 Jul 30, 2026
PDS Planning, Inc History No change 801,548 42,009 2.43% 2.43% 68 0 0.0% Q2 2026 Aug 05, 2026
Nelson Capital Management, LLC History No change 776,458 40,694 4.46% 4.46% 69 0 0.0% Q2 2026 Jul 24, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 761,949 39,933 3.28% 3.28% 70 0 0.0% Q2 2026 Aug 14, 2026
Stockman Wealth Management, Inc. History No change 749,535 39,283 4.06% 4.06% 71 0 0.0% Q2 2026 Aug 11, 2026
Clearwater Capital Advisors, LLC History No change 740,410 38,804 2.84% 2.84% 72 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 727,413 38,123 0.69% 0.69% 73 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 686,092 35,958 0.55% 0.55% 74 0 0.0% Q2 2026 Aug 05, 2026
Schaeffer Financial LLC History No change 674,253 35,337 27.33% 27.33% 75 0 0.0% Q2 2026 Aug 03, 2026
Kestra Advisory Services, LLC History No change 670,567 35,144 0.11% 0.11% 76 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 664,743 34,839 0.05% 0.05% 77 0 0.0% Q2 2026 Aug 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 663,554 34,776 1.27% 1.27% 78 0 0.0% Q2 2026 Jul 21, 2026
Wharton Business Group, LLC History No change 662,380 34,715 1.16% 1.16% 79 0 0.0% Q2 2026 Aug 10, 2026
NewSquare Capital LLC History No change 609,297 31,933 2.36% 2.36% 80 0 0.0% Q2 2026 Jul 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 605,628 31,740 0.15% 0.15% 81 0 0.0% Q2 2026 Sep 23, 2026
Chicago Partners Investment Group LLC History No change 596,458 31,021 0.62% 0.62% 82 0 0.0% Q2 2026 Jul 29, 2026
NorthCoast Asset Management LLC History No change 588,685 30,853 0.68% 0.68% 83 0 0.0% Q2 2026 Aug 12, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 581,391 30,470 3.97% 3.97% 84 0 0.0% Q2 2026 Jul 20, 2026
LAZARD ASSET MANAGEMENT LLC History No change 571,644 29,959 0.05% 0.05% 85 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 567,579 29,746 0.29% 0.29% 86 0 0.0% Q2 2026 Aug 05, 2026
FIRST AMERICAN TRUST, FSB History No change 561,393 29,422 1.77% 1.77% 87 0 0.0% Q2 2026 Aug 10, 2026
STEPHENS INC /AR/ History No change 546,640 28,649 0.32% 0.32% 88 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 530,389 27,797 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 12, 2026
Klaas Financial Asset Advisors, LLC History No change 527,909 27,667 3.45% 3.45% 90 0 0.0% Q2 2026 Jul 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 513,282 26,901 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 19, 2026
Beacon Pointe Advisors, LLC History No change 507,466 26,596 0.12% 0.12% 92 0 0.0% Q2 2026 Aug 18, 2026
MEMBERS CAPITAL ADVISORS INC History No change 500,000 26,205 22.51% 22.51% 93 0 0.0% Q2 2026 Aug 04, 2026
DT Investment Partners, LLC History No change 495,278 25,957 1.94% 1.94% 94 0 0.0% Q2 2026 Jul 27, 2026
Wellington Grp LLC History No change 485,916 25,466 6.74% 6.74% 95 0 0.0% Q2 2026 Aug 26, 2026
Fiduciary Group, LLC History No change 480,270 25,170 1.97% 1.97% 96 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 479,786 25,145 0.31% 0.31% 97 0 0.0% Q2 2026 Jul 24, 2026
Lutz Financial Services LLC History No change 478,615 25,084 1.53% 1.53% 98 0 0.0% Q2 2026 Aug 05, 2026
ARCH CAPITAL GROUP LTD. History No change 469,378 24,600 8.45% 8.45% 99 0 0.0% Q2 2026 Aug 04, 2026
Blue Fin Capital, Inc. History No change 469,389 24,600 3.56% 3.56% 100 0 0.0% Q2 2026 Aug 04, 2026
Courage Miller Partners, LLC History No change 465,818 24,413 6.44% 6.44% 101 0 0.0% Q2 2026 Jul 23, 2026
Alesco Advisors, LLC, An ESL Co History No change 465,393 24,391 0.56% 0.56% 102 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History No change 460,712 24,145 0.16% 0.16% 103 0 0.0% Q2 2026 Sep 08, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 444,432 23,292 1.25% 1.25% 104 0 0.0% Q2 2026 Jul 15, 2026
Ameliora Wealth Management Ltd. History No change 437,075 22,907 6.8% 6.8% 105 0 0.0% Q2 2026 Jul 24, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 424,384 22,241 3.63% 3.63% 106 0 0.0% Q2 2026 Jul 14, 2026
Bank of New York Mellon Corp History No change 421,146 22,072 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 06, 2026
Northstar Advisory Group, LLC History No change 411,298 21,556 6.68% 6.68% 108 0 0.0% Q2 2026 Jul 14, 2026
Strategic Investment Advisors / MI History No change 410,458 21,512 1.3% 1.3% 109 0 0.0% Q2 2026 Aug 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 398,214 20,870 3.2% 3.2% 110 0 0.0% Q2 2026 Jul 22, 2026
FIRST CITIZENS BANK & TRUST CO History No change 385,331 20,195 0.3% 0.3% 111 0 0.0% Q2 2026 Jul 13, 2026
Elevate Capital Advisors, LLC History No change 384,797 20,167 11.09% 11.09% 112 0 0.0% Q2 2026 Jul 31, 2026
JBGlobal.com LLC History No change 383,615 20,105 17.58% 17.58% 113 0 0.0% Q2 2026 Jul 06, 2026
Alley Investment Management Company, LLC History No change 372,097 19,501 2.28% 2.28% 114 0 0.0% Q2 2026 Jul 23, 2026
Black Diamond Financial, LLC History No change 368,663 19,321 1.7% 1.7% 115 0 0.0% Q2 2026 Aug 04, 2026
Amtrust Financial Services, Inc. History No change 367,800 19,276 5.73% 5.73% 116 0 0.0% Q2 2026 Jul 29, 2026
Steward Partners Investment Advisory, LLC History No change 367,164 19,243 0.1% 0.1% 117 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 366,075 19,186 0.04% 0.04% 118 0 0.0% Q2 2026 Jul 27, 2026
Creative Planning History No change 364,445 19,100 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 13, 2026
Discipline Wealth Solutions, LLC History No change 363,629 19,057 1.66% 1.66% 120 0 0.0% Q2 2026 Jul 21, 2026
ATWOOD & PALMER INC History No change 362,875 19,018 1.01% 1.01% 121 0 0.0% Q2 2026 Jul 08, 2026
Arax Advisory Partners History No change 360,543 18,896 0.13% 0.13% 122 0 0.0% Q2 2026 Aug 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 355,169 18,606 0.06% 0.06% 123 0 0.0% Q2 2026 Aug 13, 2026
GUGGENHEIM CAPITAL LLC History No change 350,102 18,348 0.12% 0.12% 124 0 0.0% Q2 2026 Aug 12, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 330,632 17,328 0.49% 0.49% 125 0 0.0% Q2 2026 Aug 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 327,173 17,139 0.09% 0.09% 126 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 325,351 17,051 0.08% 0.08% 127 0 0.0% Q2 2026 Jul 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 324,772 17,021 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 323,646 16,962 0.37% 0.37% 129 0 0.0% Q2 2026 Jul 17, 2026
Johns Hopkins University History No change 321,905 16,871 1.13% 1.13% 130 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Planning, Inc. History No change 317,095 16,618 3.81% 3.81% 131 0 0.0% Q2 2026 Jul 10, 2026
Gemmer Asset Management LLC History No change 316,610 16,593 1.12% 1.12% 132 0 0.0% Q2 2026 Jul 15, 2026
AE Wealth Management LLC History No change 316,308 16,577 0.08% 0.08% 133 0 0.0% Q2 2026 Aug 03, 2026
KWMG, LLC History No change 313,609 16,436 1.19% 1.19% 134 0 0.0% Q2 2026 Jul 08, 2026
GSA CAPITAL PARTNERS LLP History No change 313,035 16,406 1.03% 1.03% 135 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 309,171 16,203 0.92% 0.92% 136 0 0.0% Q2 2026 Jul 16, 2026
Legal & General Group Plc History No change 305,437 16,022 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 300,671 15,758 1.27% 1.27% 138 0 0.0% Q2 2026 Aug 03, 2026
Ensign Peak Advisors, Inc History No change 300,000 15,723 0.03% 0.03% 139 0 0.0% Q2 2026 Aug 14, 2026
North Dakota State Investment Board History No change 297,278 15,580 0.63% 0.63% 140 0 0.0% Q2 2026 Aug 04, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 290,200 15,209 0.03% 0.03% 141 0 0.0% Q2 2026 Aug 06, 2026
EQUITABLE TRUST CO History No change 288,614 15,126 0.63% 0.63% 142 0 0.0% Q2 2026 Jul 23, 2026
ABLE Financial Group, LLC History No change 287,972 15,092 2.53% 2.53% 143 0 0.0% Q2 2026 Jul 22, 2026
Secure Asset Management, LLC History No change 283,647 14,865 2.08% 2.08% 144 0 0.0% Q2 2026 Jul 15, 2026
Summit Financial, LLC History No change 283,389 14,852 0.16% 0.16% 145 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 281,971 14,778 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 280,681 14,710 0.55% 0.55% 147 0 0.0% Q2 2026 Aug 06, 2026
Bernardo Wealth Planning LLC History No change 279,481 14,647 2.5% 2.5% 148 0 0.0% Q2 2026 Jul 27, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 276,838 14,509 4.52% 4.52% 149 0 0.0% Q2 2026 Aug 14, 2026
Fortis Capital Management LLC History No change 275,229 14,424 1.61% 1.61% 150 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 273,721 14,345 0.16% 0.16% 151 0 0.0% Q2 2026 Aug 04, 2026
Summit Wealth Partners, LLC History No change 265,804 13,930 1.98% 1.98% 152 0 0.0% Q2 2026 Aug 03, 2026
Smithfield Trust Co History No change 258,275 13,537 0.54% 0.54% 153 0 0.0% Q2 2026 Aug 05, 2026
TCTC Holdings, LLC History No change 257,417 13,491 0.35% 0.35% 154 0 0.0% Q2 2026 Aug 11, 2026
MTC Wealth Management LLC History No change 254,281 13,326 5.98% 5.98% 155 0 0.0% Q2 2026 Jul 31, 2026
Galilei Investment Office LLP History No change 253,721 13,297 6.1% 6.1% 156 0 0.0% Q2 2026 Jul 30, 2026
AFFINITY WEALTH LLC History No change 252,844 13,251 7.12% 7.12% 157 0 0.0% Q2 2026 Aug 26, 2026
Paulson Wealth Management Inc. History No change 252,024 13,208 2.8% 2.8% 158 0 0.0% Q2 2026 Aug 04, 2026
Kiker Wealth Management, LLC History No change 250,646 13,136 5.13% 5.13% 159 0 0.0% Q2 2026 Jul 30, 2026
Disciplina Capital Management LLC History No change 248,592 13,028 1.35% 1.35% 160 0 0.0% Q2 2026 Aug 10, 2026
REGIONS FINANCIAL CORP History No change 248,395 13,018 0.08% 0.08% 161 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 248,306 13,013 0.06% 0.06% 162 0 0.0% Q2 2026 Aug 13, 2026
Smith Salley Wealth Management History No change 245,485 12,865 0.56% 0.56% 163 0 0.0% Q2 2026 Jul 23, 2026
Sigma Planning Corp History No change 244,321 12,804 0.32% 0.32% 164 0 0.0% Q2 2026 Aug 07, 2026
NBT BANK, N.A. History No change 241,578 12,661 0.84% 0.84% 165 0 0.0% Q2 2026 Jul 29, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 240,709 12,632 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 13, 2026
Vertex Investment Solutions Co., Ltd. History No change 240,700 12,618 8.51% 8.51% 167 0 0.0% Q2 2026 Jul 15, 2026
FRANKLIN RESOURCES INC History No change 240,195 12,588 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 239,299 12,561 0.02% 0.02% 169 0 0.0% Q2 2026 Aug 13, 2026
Goelzer Investment Management, Inc. History No change 238,502 12,499 0.54% 0.54% 170 0 0.0% Q2 2026 Jul 14, 2026
SCOTIA CAPITAL INC. History No change 237,894 12,468 0.05% 0.05% 171 0 0.0% Q2 2026 Aug 11, 2026
D L CARLSON INVESTMENT GROUP INC History No change 235,028 12,317 1.96% 1.96% 172 0 0.0% Q2 2026 Aug 11, 2026
TICINO WEALTH History No change 233,447 12,234 3.86% 3.86% 173 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Financial Partners, Inc. History No change 230,809 12,096 0.08% 0.08% 174 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 228,227 11,961 0.04% 0.04% 175 0 0.0% Q2 2026 Aug 12, 2026
Hilton Capital Management, LLC History No change 227,201 11,907 0.81% 0.81% 176 0 0.0% Q2 2026 Aug 04, 2026
Ballentine Capital Advisors, Inc History No change 227,117 11,903 4.49% 4.49% 177 0 0.0% Q2 2026 Jul 23, 2026
Avior Wealth Management, LLC History No change 217,255 11,386 0.3% 0.3% 178 0 0.0% Q2 2026 Jul 07, 2026
Wealth Forward, LLC History No change 208,621 10,933 5.44% 5.44% 179 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 203,927 10,687 0.16% 0.16% 180 0 0.0% Q2 2026 Aug 06, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 199,000 10,429 1.06% 1.06% 181 0 0.0% Q2 2026 Jul 24, 2026
FIFTH THIRD BANCORP History No change 195,950 10,269 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 05, 2026
Wealthstar Advisors, LLC History No change 194,548 10,196 2.97% 2.97% 183 0 0.0% Q2 2026 Jul 30, 2026
Kroeger Financial Partners History No change 193,295 10,130 9.79% 9.79% 184 0 0.0% Q2 2026 Jul 27, 2026
Powers Advisory Group, LLC History No change 190,125 9,964 3.12% 3.12% 185 0 0.0% Q2 2026 Jul 31, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 189,106 9,911 0.59% 0.59% 186 0 0.0% Q2 2026 Aug 12, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 188,580 9,883 0.85% 0.85% 187 0 0.0% Q2 2026 Aug 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 187,190 9,810 0.57% 0.57% 188 0 0.0% Q2 2026 Jul 15, 2026
Sandy Cove Advisors, LLC History No change 187,185 9,810 2.45% 2.45% 189 0 0.0% Q2 2026 Jul 07, 2026
Heck Capital Advisors, LLC History No change 186,679 9,783 0.58% 0.58% 190 0 0.0% Q2 2026 Jul 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 182,382 9,567 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 182,189 9,548 0.06% 0.06% 192 0 0.0% Q2 2026 Aug 14, 2026
BlueSky Wealth Advisors, LLC History No change 181,196 9,496 1.1% 1.1% 193 0 0.0% Q2 2026 Jul 28, 2026
Kelsey Financial, LLC History No change 180,138 9,441 7.16% 7.16% 194 0 0.0% Q2 2026 Aug 10, 2026
Artesa Financial Group, LLC History No change 179,447 9,404 8.03% 8.03% 195 0 0.0% Q2 2026 Jul 27, 2026
BURNS J W & CO INC/NY History No change 178,750 9,368 0.98% 0.98% 196 0 0.0% Q2 2026 Jul 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 166,169 8,710 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 164,980 8,646 0.37% 0.37% 198 0 0.0% Q2 2026 Jul 09, 2026
JPL Wealth Management, LLC History No change 162,617 8,522 1.69% 1.69% 199 0 0.0% Q2 2026 Aug 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 161,544 8,466 0.99% 0.99% 200 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 160,754 8,425 0.22% 0.22% 201 0 0.0% Q2 2026 Aug 04, 2026
SeaBridge Investment Advisors LLC History No change 159,641 8,366 1.21% 1.21% 202 0 0.0% Q2 2026 Jul 17, 2026
Aspen Investment Management Inc History No change 158,883 8,327 2.24% 2.24% 203 0 0.0% Q2 2026 Jul 17, 2026
Crestwood Advisors Group, LLC History No change 158,147 8,288 0.12% 0.12% 204 0 0.0% Q2 2026 Aug 03, 2026
CROBAN History No change 155,936 8,170 3.6% 3.6% 205 0 0.0% Q2 2026 Aug 03, 2026
Larson Financial Group LLC History No change 155,301 8,139 0.21% 0.21% 206 0 0.0% Q2 2026 Aug 14, 2026
BCS Private Wealth Management, Inc. History No change 153,852 8,063 2.43% 2.43% 207 0 0.0% Q2 2026 Jul 31, 2026
SEMITAM BONAM LLC History No change 153,771 8,059 5.92% 5.92% 208 0 0.0% Q2 2026 Jul 24, 2026
Dynamic Advisor Solutions LLC History No change 152,140 7,973 0.23% 0.23% 209 0 0.0% Q2 2026 Jul 07, 2026
Clear Retirement Advice LLC History No change 151,850 7,958 5.45% 5.45% 210 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER & CO INC History No change 151,346 7,932 0.08% 0.08% 211 0 0.0% Q2 2026 Aug 03, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 150,113 7,867 0.43% 0.43% 212 0 0.0% Q2 2026 Jul 27, 2026
Mendota Financial Group, LLC History No change 146,166 7,660 4.75% 4.75% 213 0 0.0% Q2 2026 Jul 09, 2026
Aptus Capital Advisors, LLC History No change 145,413 7,621 0.05% 0.05% 214 0 0.0% Q2 2026 Aug 12, 2026
PROFFITT & GOODSON INC History No change 144,029 7,548 1.04% 1.04% 215 0 0.0% Q2 2026 Jul 22, 2026
Retirement Planning Group, LLC History No change 142,025 7,443 0.19% 0.19% 216 0 0.0% Q2 2026 Aug 05, 2026
1832 Asset Management L.P. History No change 141,518 7,416 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 13, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 137,200 7,190 0.03% 0.03% 218 0 0.0% Q2 2026 Aug 13, 2026
Mittelman Wealth Management History No change 30,463 7,185 4.75% 4.75% 219 0 0.0% Q2 2026 Aug 06, 2026
INVESTMENT PARTNERS, LTD. History No change 135,771 7,115 2.22% 2.22% 220 0 0.0% Q2 2026 Aug 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 135,742 7,114 0.11% 0.11% 221 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Counsel, LLC History No change 134,449 7,046 0.87% 0.87% 222 0 0.0% Q2 2026 Jul 15, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 131,490 6,891 0.81% 0.81% 223 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 127,588 6,686 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 04, 2026
UNITED BANK History No change 127,313 6,672 0.78% 0.78% 225 0 0.0% Q2 2026 Jul 30, 2026
HSBC HOLDINGS PLC History No change 126,771 6,644 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 125,837 6,595 0.07% 0.07% 227 0 0.0% Q2 2026 Aug 03, 2026
Mutual Advisors, LLC History No change 125,786 6,592 0.12% 0.12% 228 0 0.0% Q2 2026 Aug 14, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 123,703 6,483 0.77% 0.77% 229 0 0.0% Q2 2026 Aug 12, 2026
Mirae Asset Global Investments Co., Ltd. History No change 123,000 6,446 0.01% 0.01% 230 0 0.0% Q2 2026 Jul 22, 2026
Shore Point Advisors, LLC History No change 134,168 6,408 2.19% 2.19% 231 0 0.0% Q2 2026 Jul 14, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 121,161 6,350 0.34% 0.34% 232 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Services of America, Inc. History No change 119,822 6,279 0.62% 0.62% 233 0 0.0% Q2 2026 Jul 22, 2026
OneDigital Investment Advisors LLC History No change 118,885 6,230 0.05% 0.05% 234 0 0.0% Q2 2026 Aug 06, 2026
AMARA FINANCIAL, LLC. History No change 117,911 6,179 3.7% 3.7% 235 0 0.0% Q2 2026 Aug 07, 2026
HANCOCK WHITNEY CORP History No change 114,318 5,991 0.1% 0.1% 236 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 113,828 5,965 0.03% 0.03% 237 0 0.0% Q2 2026 Aug 13, 2026
L. Roy Papp & Associates, LLP History No change 111,774 5,858 0.62% 0.62% 238 0 0.0% Q2 2026 Jul 23, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 111,556 5,846 0.54% 0.54% 239 0 0.0% Q2 2026 Jul 09, 2026
Union Bancaire Privee, UBP SA History No change 112,148 5,803 0.06% 0.06% 240 0 0.0% Q2 2026 Jul 16, 2026
TABLEAUX LLC History No change 110,404 5,786 2.44% 2.44% 241 0 0.0% Q2 2026 Aug 07, 2026
PINKERTON WEALTH, LLC History No change 108,988 5,728 0.49% 0.49% 242 0 0.0% Q2 2026 Jul 30, 2026
Nalls Sherbakoff Group, LLC History No change 108,761 5,700 4.05% 4.05% 243 0 0.0% Q2 2026 Aug 17, 2026
True Freedom Investing, LLC History No change 107,643 5,657 0.44% 0.44% 244 0 0.0% Q2 2026 Aug 12, 2026
Outlook Wealth Advisors, LLC History No change 107,144 5,615 1.21% 1.21% 245 0 0.0% Q2 2026 Aug 03, 2026
DAVIS R M INC History No change 106,981 5,606 0.09% 0.09% 246 0 0.0% Q2 2026 Aug 14, 2026
Agate Pass Investment Management, LLC History No change 106,227 5,567 2.05% 2.05% 247 0 0.0% Q2 2026 Jul 08, 2026
Providence Capital Advisors, LLC History No change 106,219 5,566 0.84% 0.84% 248 0 0.0% Q2 2026 Aug 11, 2026
Main Management LLC History No change 106,145 5,563 0.37% 0.37% 249 0 0.0% Q2 2026 Aug 14, 2026
Grey Ledge Advisors, LLC History No change 105,245 5,515 1.11% 1.11% 250 0 0.0% Q2 2026 Jul 27, 2026
Trinity Legacy Partners, LLC History No change 104,999 5,480 1.09% 1.09% 251 0 0.0% Q2 2026 Jul 24, 2026
BLAIR WILLIAM & CO/IL History No change 103,775 5,438 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 103,747 5,437 0.17% 0.17% 253 0 0.0% Q2 2026 Aug 05, 2026
Diversified Portfolios, Inc. History No change 102,614 5,378 0.39% 0.39% 254 0 0.0% Q2 2026 Aug 04, 2026
Aventus Investment Advisors, Inc. History No change 99,895 5,235 3.84% 3.84% 255 0 0.0% Q2 2026 Jul 24, 2026
Roundview Capital LLC History No change 99,392 5,209 0.28% 0.28% 256 0 0.0% Q2 2026 Jul 30, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 99,376 5,208 0.24% 0.24% 257 0 0.0% Q2 2026 Jul 24, 2026
Crescent Grove Advisors, LLC History No change 98,866 5,181 0.43% 0.43% 258 0 0.0% Q2 2026 Aug 10, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 98,639 5,169 0.32% 0.32% 259 0 0.0% Q2 2026 Jul 23, 2026
Bigelow Investment Advisors, LLC History No change 97,430 5,106 1.85% 1.85% 260 0 0.0% Q2 2026 Jul 30, 2026
Pines Wealth Management, LLC History No change 97,405 5,104 1.47% 1.47% 261 0 0.0% Q2 2026 Jul 22, 2026
Veridan Wealth LLC History No change 97,160 5,092 1.73% 1.73% 262 0 0.0% Q2 2026 Aug 10, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 97,028 5,085 1.37% 1.37% 263 0 0.0% Q2 2026 Aug 17, 2026
BECKER CAPITAL MANAGEMENT INC History No change 95,784 5,020 0.13% 0.13% 264 0 0.0% Q2 2026 Jul 31, 2026
NTV ASSET MANAGEMENT LLC History No change 95,334 4,996 0.49% 0.49% 265 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 94,811 4,969 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 94,232 4,938 0.43% 0.43% 267 0 0.0% Q2 2026 Jul 27, 2026
Ally Invest Advisors Inc. History No change 93,130 4,880 0.29% 0.29% 268 0 0.0% Q2 2026 Aug 13, 2026
Banco Santander, S.A. History No change 93,094 4,879 0.03% 0.03% 269 0 0.0% Q2 2026 Jul 29, 2026
CWA Asset Management Group, LLC History No change 90,724 4,754 0.14% 0.14% 270 0 0.0% Q2 2026 Jul 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 90,647 4,750 0.32% 0.32% 271 0 0.0% Q2 2026 Aug 05, 2026
Quaker Capital Investments, LLC History No change 90,200 4,727 1.29% 1.29% 272 0 0.0% Q2 2026 Aug 14, 2026
Fire Capital Management LLC History No change 89,854 4,709 1.92% 1.92% 273 0 0.0% Q2 2026 Aug 03, 2026
Martin Capital Partners, LLC History No change 88,807 4,654 1.71% 1.71% 274 0 0.0% Q2 2026 Jul 07, 2026
Gradient Capital Advisors, LLC History No change 87,994 4,611 1.07% 1.07% 275 0 0.0% Q2 2026 Jul 13, 2026
Resonant Capital Advisors, LLC History No change 87,816 4,602 0.22% 0.22% 276 0 0.0% Q2 2026 Jul 24, 2026
Apella Capital, LLC History No change 87,657 4,573 0.06% 0.06% 277 0 0.0% Q2 2026 Jul 08, 2026
Regal Investment Advisors LLC History No change 86,384 4,527 0.24% 0.24% 278 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 85,657 4,489 0.17% 0.17% 279 0 0.0% Q2 2026 Jul 22, 2026
Galvin, Gaustad & Stein, LLC History No change 85,561 4,484 0.33% 0.33% 280 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 85,350 4,473 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 27, 2026
Edgestream Partners, L.P. History No change 85,136 4,461 0.13% 0.13% 282 0 0.0% Q2 2026 Aug 11, 2026
Bull Street Advisors, LLC History No change 84,055 4,405 2.01% 2.01% 283 0 0.0% Q2 2026 Jul 28, 2026
J.W. COLE ADVISORS, INC. History No change 83,365 4,369 0.07% 0.07% 284 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 82,764 4,337 0.07% 0.07% 285 0 0.0% Q2 2026 Jul 24, 2026
WELCH & FORBES LLC History No change 82,588 4,328 0.05% 0.05% 286 0 0.0% Q2 2026 Jul 30, 2026
BOKF, NA History No change 82,433 4,320 0.06% 0.06% 287 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 81,788 4,292 0.14% 0.14% 288 0 0.0% Q2 2026 Aug 12, 2026
CABOT WEALTH MANAGEMENT INC History No change 81,232 4,257 0.43% 0.43% 289 0 0.0% Q2 2026 Jul 31, 2026
Boltwood Capital Management History Added to 82,882 4,246 0.96% 0.98% 290 +1,577 1.94% Q3 2026 Oct 02, 2026
Chesley Taft & Associates LLC History No change 80,593 4,223 0.16% 0.16% 291 0 0.0% Q2 2026 Jul 08, 2026
Eley Financial Management, Inc History No change 79,472 4,165 1.35% 1.35% 292 0 0.0% Q2 2026 Aug 11, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 79,362 4,159 0.83% 0.83% 293 0 0.0% Q2 2026 Jul 22, 2026
Maia Wealth LLC History No change 78,742 4,126 0.61% 0.61% 294 0 0.0% Q2 2026 Jul 28, 2026
Investment Advisory Group, LLC History No change 78,511 4,114 0.89% 0.89% 295 0 0.0% Q2 2026 Aug 06, 2026
Wealthfront Advisers LLC History No change 77,414 4,057 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 07, 2026
DMC Group, LLC History No change 77,296 4,051 2.78% 2.78% 297 0 0.0% Q2 2026 Jul 28, 2026
HM PAYSON & CO History No change 77,292 4,050 0.05% 0.05% 298 0 0.0% Q2 2026 Jul 17, 2026
Mesirow Financial Investment Management, Inc. History No change 76,896 4,030 0.06% 0.06% 299 0 0.0% Q2 2026 Jul 22, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 77,560 3,973 1.02% 1.06% 300 -292 -0.38% Q3 2026 Oct 06, 2026
Apollon Wealth Management, LLC History No change 75,708 3,967 0.05% 0.05% 301 0 0.0% Q2 2026 Jul 22, 2026
Advisory Services Network, LLC History No change 74,878 3,924 0.04% 0.04% 302 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 74,549 3,906 0.4% 0.4% 303 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 74,310 3,894 0.16% 0.16% 304 0 0.0% Q2 2026 Aug 06, 2026
1620 INVESTMENT ADVISORS, INC. History No change 72,427 3,795 2.35% 2.35% 305 0 0.0% Q2 2026 Jul 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 71,471 3,745 0.42% 0.42% 306 0 0.0% Q2 2026 Jul 22, 2026
HOURGLASS CAPITAL, LLC History No change 71,200 3,731 0.73% 0.73% 307 0 0.0% Q2 2026 Jul 30, 2026
Ascent Group, LLC History No change 70,900 3,715 0.11% 0.11% 308 0 0.0% Q2 2026 Aug 03, 2026
Rathbones Group PLC History No change 70,271 3,682 0.01% 0.01% 309 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 69,922 3,664 0.02% 0.02% 310 0 0.0% Q2 2026 Jul 27, 2026
Princeton Global Asset Management LLC History No change 69,799 3,658 0.52% 0.52% 311 0 0.0% Q2 2026 Jul 16, 2026
Diversify Advisory Services, LLC History No change 69,821 3,634 0.06% 0.06% 312 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 69,821 3,634 0.06% 0.06% 313 0 0.0% Q2 2026 Jul 29, 2026
Autumn Glory Partners, LLC History No change 69,120 3,622 1.03% 1.03% 314 0 0.0% Q2 2026 Aug 03, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 68,667 3,598 1.33% 1.33% 315 0 0.0% Q2 2026 Aug 13, 2026
NOVEM GROUP History No change 68,581 3,594 0.36% 0.36% 316 0 0.0% Q2 2026 Jul 21, 2026
IVC Wealth Advisors LLC History No change 68,030 3,565 1.39% 1.39% 317 0 0.0% Q2 2026 Jul 14, 2026
LaFleur & Godfrey LLC History No change 67,790 3,552 0.42% 0.42% 318 0 0.0% Q2 2026 Jul 15, 2026
Vise Technologies, Inc. History No change 66,029 3,460 0.04% 0.04% 319 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 65,949 3,456 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 12, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 65,957 3,456 1.4% 1.4% 321 0 0.0% Q2 2026 Aug 04, 2026
Ifrah Financial Services, Inc. History No change 65,788 3,447 0.84% 0.84% 322 0 0.0% Q2 2026 Jul 21, 2026
Tidal Investments LLC History No change 65,384 3,426 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 13, 2026
EAGLE GLOBAL ADVISORS LLC History No change 65,165 3,415 0.11% 0.11% 324 0 0.0% Q2 2026 Jul 30, 2026
David Kennon Inc History No change 64,760 3,394 1.12% 1.12% 325 0 0.0% Q2 2026 Jul 22, 2026
YHB Investment Advisors, Inc. History No change 64,272 3,368 0.22% 0.22% 326 0 0.0% Q2 2026 Jul 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 63,707 3,338 0.15% 0.15% 327 0 0.0% Q2 2026 Aug 03, 2026
ADVISORY RESEARCH INC History No change 63,572 3,331 0.33% 0.33% 328 0 0.0% Q2 2026 Aug 13, 2026
Hudson Portfolio Management LLC History No change 63,361 3,320 2.51% 2.51% 329 0 0.0% Q2 2026 Aug 12, 2026
SevenBridge Financial Group, LLC History No change 63,333 3,301 0.49% 0.49% 330 0 0.0% Q2 2026 Aug 12, 2026
Buska Wealth Management, LLC History No change 62,881 3,295 1.19% 1.19% 331 0 0.0% Q2 2026 Jul 10, 2026
Avidian Wealth Enterprises, LLC History No change 62,501 3,275 0.09% 0.09% 332 0 0.0% Q2 2026 Jul 24, 2026
CoreCap Advisors, LLC History No change 62,256 3,262 0.1% 0.1% 333 0 0.0% Q2 2026 Jul 06, 2026
OAK FAMILY ADVISORS, LLC History No change 61,563 3,226 0.82% 0.82% 334 0 0.0% Q2 2026 Jul 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 61,367 3,216 0.04% 0.04% 335 0 0.0% Q2 2026 Jul 28, 2026
AmeriServ Wealth Advisors History No change 60,999 3,196 2.13% 2.13% 336 0 0.0% Q2 2026 Aug 03, 2026
BAILARD, INC. History No change 59,514 3,119 0.06% 0.06% 337 0 0.0% Q2 2026 Jul 30, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 59,418 3,114 2.06% 2.06% 338 0 0.0% Q2 2026 Jul 21, 2026
AlTi Global, Inc. History No change 59,360 3,111 0.06% 0.06% 339 0 0.0% Q2 2026 Aug 05, 2026
Concurrent Investment Advisors, LLC History No change 57,971 3,038 0.03% 0.03% 340 0 0.0% Q2 2026 Jul 27, 2026
Robertson Stephens Wealth Management, LLC History No change 57,542 3,015 0.07% 0.07% 341 0 0.0% Q2 2026 Jul 29, 2026
CITIGROUP INC History No change 56,995 2,987 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 03, 2026
MASECO LLP History No change 56,275 2,949 0.08% 0.08% 343 0 0.0% Q2 2026 Aug 05, 2026
WHITTIER TRUST CO History No change 56,270 2,941 0.03% 0.03% 344 0 0.0% Q2 2026 Jul 27, 2026
BG Investment Services, LLC History No change 56,061 2,938 2.12% 2.12% 345 0 0.0% Q2 2026 Aug 05, 2026
Curbstone Financial Management Corp History No change 55,540 2,910 0.5% 0.5% 346 0 0.0% Q2 2026 Jul 14, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History No change 55,380 2,902 0.13% 0.13% 347 0 0.0% Q2 2026 Aug 10, 2026
Sowell Financial Services LLC History No change 54,994 2,882 0.09% 0.09% 348 0 0.0% Q2 2026 Jul 17, 2026
MGO ONE SEVEN LLC History No change 54,579 2,860 0.05% 0.05% 349 0 0.0% Q2 2026 Jul 31, 2026
SlateStone Wealth, LLC History No change 54,404 2,851 0.22% 0.22% 350 0 0.0% Q2 2026 Jul 20, 2026
E&G Advisors, LLC History No change 54,075 2,834 0.55% 0.55% 351 0 0.0% Q2 2026 Jul 23, 2026
UMB Bank, n.a. History No change 53,272 2,791 0.04% 0.04% 352 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 52,986 2,776 0.03% 0.03% 353 0 0.0% Q2 2026 Jul 24, 2026
Wealth Advisors of Tampa Bay, LLC History No change 52,912 2,773 0.85% 0.85% 354 0 0.0% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History No change 52,261 2,739 0.29% 0.29% 355 0 0.0% Q2 2026 Jul 30, 2026
TD Waterhouse Canada Inc. History No change 51,871 2,706 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 27, 2026
PW Nova Financial Services LLC History No change 51,549 2,701 0.58% 0.58% 357 0 0.0% Q2 2026 Jul 29, 2026
Berger Financial Group, Inc History No change 51,406 2,694 0.14% 0.14% 358 0 0.0% Q2 2026 Aug 04, 2026
PRAIRIE ADVISORY, LLC History No change 51,056 2,675 0.63% 0.63% 359 0 0.0% Q2 2026 Jul 20, 2026
BROWN BROTHERS HARRIMAN & CO History No change 49,581 2,598 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 12, 2026
Aries Wealth Management History No change 49,269 2,582 0.51% 0.51% 361 0 0.0% Q2 2026 Jul 24, 2026
AMG National Trust Bank History No change 49,239 2,580 0.05% 0.05% 362 0 0.0% Q2 2026 Aug 06, 2026
DUNCKER STREETT & CO INC History No change 48,933 2,564 0.43% 0.43% 363 0 0.0% Q2 2026 Jul 28, 2026
LightSquare Wealth Management, LLC History No change 48,522 2,543 1.75% 1.75% 364 0 0.0% Q2 2026 Aug 03, 2026
Hirtle & Co., LLC History No change 46,920 2,459 0.08% 0.08% 365 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 46,785 2,452 0.05% 0.05% 366 0 0.0% Q2 2026 Aug 06, 2026
Glen Eagle Advisors, LLC History No change 46,628 2,443 0.31% 0.31% 367 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 46,364 2,429 0.19% 0.19% 368 0 0.0% Q2 2026 Aug 13, 2026
Unified Investment Management History No change 46,042 2,413 2.22% 2.22% 369 0 0.0% Q2 2026 Jul 27, 2026
One Wealth Map LLC History No change 46,047 2,400 1.09% 1.09% 370 0 0.0% Q2 2026 Jul 30, 2026
Sound View Wealth Advisors Group, LLC History No change 45,612 2,390 0.15% 0.15% 371 0 0.0% Q2 2026 Aug 11, 2026
MONEYWISE, INC. History No change 45,392 2,378 0.89% 0.89% 372 0 0.0% Q2 2026 Jul 21, 2026
United Financial Planning Group LLC History No change 44,979 2,359 1.2% 1.2% 373 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History No change 44,711 2,343 0.03% 0.03% 374 0 0.0% Q2 2026 Jul 15, 2026
SCS Capital Management LLC History No change 43,969 2,304 0.02% 0.02% 375 0 0.0% Q2 2026 Aug 06, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 43,221 2,265 0.23% 0.23% 376 0 0.0% Q2 2026 Jul 07, 2026
Sovereign Financial Group, Inc. History No change 42,879 2,247 0.34% 0.34% 377 0 0.0% Q2 2026 Jul 24, 2026
SWEENEY & MICHEL, LLC History No change 42,712 2,226 0.58% 0.58% 378 0 0.0% Q2 2026 Aug 10, 2026
Nordwand Advisors, LLC History No change 42,155 2,209 0.34% 0.34% 379 0 0.0% Q2 2026 Aug 07, 2026
GODSEY & GIBB, INC History No change 42,014 2,201 0.18% 0.18% 380 0 0.0% Q2 2026 Jul 13, 2026
Banque Transatlantique SA History No change 41,945 2,198 0.05% 0.05% 381 0 0.0% Q2 2026 Jul 30, 2026
CreativeOne Wealth, LLC History No change 41,813 2,191 0.05% 0.05% 382 0 0.0% Q2 2026 Aug 13, 2026
SAPIENT CAPITAL LLC History No change 41,630 2,181 0.03% 0.03% 383 0 0.0% Q2 2026 Jul 09, 2026
Trajan Wealth LLC History No change 41,430 2,171 0.08% 0.08% 384 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 40,868 2,141 0.1% 0.1% 385 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History No change 40,807 2,138 0.02% 0.02% 386 0 0.0% Q2 2026 Jul 17, 2026
MMBG INVESTMENT ADVISORS CO. History No change 40,637 2,129 0.17% 0.17% 387 0 0.0% Q2 2026 Aug 10, 2026
Hennion & Walsh Asset Management, Inc. History No change 40,396 2,117 0.06% 0.06% 388 0 0.0% Q2 2026 Jul 08, 2026
COMMERCE BANK History No change 39,924 2,092 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 39,773 2,084 0.14% 0.14% 390 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 39,738 2,082 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 17, 2026
World Investment Advisors History No change 39,375 2,069 0.03% 0.03% 392 0 0.0% Q2 2026 Aug 13, 2026
SHUTTLEWORTH & Co History No change 38,381 2,011 1.61% 1.61% 393 0 0.0% Q2 2026 Aug 05, 2026
TILIA FIDUCIARY PARTNERS, INC. History No change 37,892 1,985 0.94% 0.94% 394 0 0.0% Q2 2026 Aug 18, 2026
Trivium Point Advisory, LLC History No change 37,769 1,979 0.18% 0.18% 395 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 37,540 1,968 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 14, 2026
Israel Discount Bank of New York History No change 37,504 1,965 3.64% 3.64% 397 0 0.0% Q2 2026 Jul 07, 2026
RHS Financial, LLC History No change 37,059 1,942 0.78% 0.78% 398 0 0.0% Q2 2026 Aug 07, 2026
PW ADVISORS, LLC \ FL History No change 37,071 1,942 1.3% 1.3% 399 0 0.0% Q2 2026 Aug 06, 2026
Steele Capital Management, Inc. History No change 36,654 1,921 0.07% 0.07% 400 0 0.0% Q2 2026 Jul 28, 2026
Cooksen Wealth, LLC History No change 36,443 1,909 1.2% 1.2% 401 0 0.0% Q2 2026 Jul 30, 2026
Solstein Capital, LLC History No change 36,035 1,888 0.65% 0.65% 402 0 0.0% Q2 2026 Aug 12, 2026
Bryant Woods Investment Advisors, LLC History No change 35,931 1,883 0.52% 0.52% 403 0 0.0% Q2 2026 Jul 22, 2026
D.A. DAVIDSON & CO. History No change 35,776 1,875 0.01% 0.01% 404 0 0.0% Q2 2026 Jul 24, 2026
Snowden Capital Advisors LLC History No change 35,593 1,865 0.04% 0.04% 405 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Services, Inc. History No change 35,388 1,854 0.08% 0.08% 406 0 0.0% Q2 2026 Aug 24, 2026
Rose Capital Advisors LLC History No change 35,045 1,836 0.92% 0.92% 407 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Advisory Partners LLC History No change 35,004 1,834 0.03% 0.03% 408 0 0.0% Q2 2026 Jul 09, 2026
Jefferies Financial Group Inc. History No change 34,955 1,831 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 17, 2026
MidAtlantic Capital Management, Inc. History No change 34,920 1,830 1.14% 1.14% 410 0 0.0% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History No change 34,524 1,809 0.03% 0.03% 411 0 0.0% Q2 2026 Aug 10, 2026
Wescott Financial Advisory Group, LLC History No change 34,427 1,804 0.14% 0.14% 412 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 34,319 1,798 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 06, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 34,185 1,791 0.61% 0.61% 414 0 0.0% Q2 2026 Aug 06, 2026
ALLIANZ SE History No change 33,144 1,737 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Advisors, LLC History No change 32,983 1,728 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 11, 2026
Analyst IMS Investment Management Services Ltd. History No change 32,465 1,701 0.04% 0.04% 417 0 0.0% Q2 2026 Jul 29, 2026
Checchi Capital Advisers, LLC History No change 32,396 1,697 0.08% 0.08% 418 0 0.0% Q2 2026 Aug 04, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 32,273 1,691 0.26% 0.26% 419 0 0.0% Q2 2026 Jul 29, 2026
SONA ASSET MANAGEMENT (US) LLC History No change 32,114 1,683 0.04% 0.04% 420 0 0.0% Q2 2026 Aug 14, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 32,042 1,679 0.17% 0.17% 421 0 0.0% Q2 2026 Jul 13, 2026
Kovack Advisors, Inc. History No change 31,974 1,670 0.08% 0.08% 422 0 0.0% Q2 2026 Jul 28, 2026
Brookstone Capital Management History No change 31,613 1,656 0.02% 0.02% 423 0 0.0% Q2 2026 Jul 15, 2026
Ridge Creek Global, Inc History No change 31,589 1,655 1.29% 1.29% 424 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History Added to 31,959 1,637 0.04% 0.03% 425 +10,603 49.65% Q3 2026 Oct 05, 2026
A. D. Beadell Investment Counsel, Inc. History No change 30,975 1,623 1.04% 1.04% 426 0 0.0% Q2 2026 Jul 15, 2026
Sage Advisory Services, Ltd.Co. History No change 30,916 1,620 0.8% 0.8% 427 0 0.0% Q2 2026 Jul 22, 2026
United Community Bank History No change 30,808 1,614 0.5% 0.5% 428 0 0.0% Q2 2026 Aug 13, 2026
Ridgewood Investments LLC History Reduced 31,394 1,608 0.59% 0.71% 429 -4,661 -12.93% Q3 2026 Oct 05, 2026
DEUTSCHE BANK AG\ History No change 30,634 1,605 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 07, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 30,337 1,589 1.09% 1.09% 431 0 0.0% Q2 2026 Aug 11, 2026
GWN SECURITIES INC. History No change 30,207 1,583 0.26% 0.26% 432 0 0.0% Q2 2026 Aug 05, 2026
Johnson Bixby & Associates, LLC History No change 30,167 1,581 0.18% 0.18% 433 0 0.0% Q2 2026 Jul 16, 2026
COURIER CAPITAL LLC History No change 30,073 1,576 0.08% 0.08% 434 0 0.0% Q2 2026 Jul 16, 2026
IMA Advisory Services, Inc. History No change 29,711 1,557 0.1% 0.1% 435 0 0.0% Q2 2026 Aug 10, 2026
Premier Path Wealth Partners, LLC History No change 29,684 1,555 0.18% 0.18% 436 0 0.0% Q2 2026 Jul 21, 2026
Kingsview Wealth Management, LLC History No change 29,421 1,541 0.02% 0.02% 437 0 0.0% Q2 2026 Aug 18, 2026
FIRST TRUST ADVISORS LP History No change 29,185 1,529 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 28,982 1,518 0.1% 0.1% 439 0 0.0% Q2 2026 Aug 04, 2026
Aprio Wealth Management, LLC History No change 28,955 1,517 0.07% 0.07% 440 0 0.0% Q2 2026 Jul 24, 2026
Compass Ion Advisors, LLC History No change 28,782 1,508 0.13% 0.13% 441 0 0.0% Q2 2026 Aug 12, 2026
Cumberland Partners Ltd History No change 28,627 1,500 0.1% 0.1% 442 0 0.0% Q2 2026 Aug 06, 2026
PINNACLE ASSOCIATES LTD History No change 28,610 1,499 0.02% 0.02% 443 0 0.0% Q2 2026 Aug 03, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 28,404 1,488 0.17% 0.17% 444 0 0.0% Q2 2026 Jul 23, 2026
Meeder Advisory Services, Inc. History No change 28,330 1,484 0.05% 0.05% 445 0 0.0% Q2 2026 Aug 07, 2026
Vestmark Advisory Solutions, Inc. History No change 27,594 1,446 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 14, 2026
PEOPLES BANK /OH History No change 27,168 1,423 0.73% 0.73% 447 0 0.0% Q2 2026 Jul 27, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 26,940 1,411 0.59% 0.59% 448 0 0.0% Q2 2026 Aug 11, 2026
Bulwark Capital Corp History No change 26,567 1,392 0.78% 0.78% 449 0 0.0% Q2 2026 Jul 06, 2026
NVWM, LLC History No change 26,540 1,390 0.28% 0.28% 450 0 0.0% Q2 2026 Jul 28, 2026
INGALLS & SNYDER LLC History No change 26,455 1,387 0.04% 0.04% 451 0 0.0% Q2 2026 Aug 14, 2026
Factor Wealth Management LTD History No change 26,375 1,382 0.21% 0.21% 452 0 0.0% Q2 2026 Jul 07, 2026
Y.D. More Investments Ltd History No change 26,346 1,380 0.04% 0.04% 453 0 0.0% Q2 2026 Aug 05, 2026
JGP Wealth Management, LLC History No change 25,895 1,357 0.12% 0.12% 454 0 0.0% Q2 2026 Jul 07, 2026
American National Bank of Texas History No change 25,678 1,345 1.23% 1.23% 455 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 25,609 1,342 0.04% 0.04% 456 0 0.0% Q2 2026 Jul 09, 2026
NWAM LLC History No change 25,501 1,336 0.07% 0.07% 457 0 0.0% Q2 2026 Jul 23, 2026
Plancorp, LLC History No change 25,550 1,329 0.03% 0.03% 458 0 0.0% Q2 2026 Jul 14, 2026
Woodside Wealth Management LLC History No change 25,364 1,329 0.93% 0.93% 459 0 0.0% Q2 2026 Jul 24, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 25,310 1,320 0.02% 0.02% 460 0 0.0% Q2 2026 Jul 27, 2026
Rehmann Capital Advisory Group History No change 25,297 1,318 0.06% 0.06% 461 0 0.0% Q2 2026 Aug 20, 2026
Triad Wealth Partners, LLC History No change 25,182 1,309 0.08% 0.08% 462 0 0.0% Q2 2026 Aug 10, 2026
Savant Capital, LLC History No change 24,790 1,296 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 24,595 1,289 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 07, 2026
Longview Financial Advisors LLC History No change 24,518 1,284 0.63% 0.63% 465 0 0.0% Q2 2026 Jul 14, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 24,375 1,277 0.27% 0.27% 466 0 0.0% Q2 2026 Jul 27, 2026
Pacific Point Advisors, LLC History No change 24,231 1,269 0.58% 0.58% 467 0 0.0% Q2 2026 Jul 24, 2026
BBR PARTNERS, LLC History No change 24,091 1,262 0.06% 0.06% 468 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 23,974 1,256 0.03% 0.03% 469 0 0.0% Q2 2026 Aug 03, 2026
FORTE ASSET MANAGEMENT LLC History No change 23,942 1,254 0.51% 0.51% 470 0 0.0% Q2 2026 Jul 21, 2026
Guidance Point Advisors, LLC History No change 23,841 1,250 0.26% 0.26% 471 0 0.0% Q2 2026 Jul 31, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 23,786 1,246 0.08% 0.08% 472 0 0.0% Q2 2026 Jul 20, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 23,765 1,245 0.05% 0.05% 473 0 0.0% Q2 2026 Jul 27, 2026
Madson Wealth Advisors Inc History No change 23,768 1,245 0.85% 0.85% 474 0 0.0% Q2 2026 Jul 21, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 23,684 1,241 0.52% 0.52% 475 0 0.0% Q2 2026 Jul 15, 2026
SAX WEALTH ADVISORS, LLC History No change 23,603 1,240 0.05% 0.05% 476 0 0.0% Q2 2026 Jul 09, 2026
Peregrine Asset Advisers, Inc. History No change 23,629 1,238 0.27% 0.27% 477 0 0.0% Q2 2026 Aug 10, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 23,538 1,233 0.02% 0.02% 478 0 0.0% Q2 2026 Aug 10, 2026
Apex Wealth Management, LLC History No change 23,516 1,232 0.75% 0.75% 479 0 0.0% Q2 2026 Aug 11, 2026
McCartney Wealth Management LLC History No change 23,158 1,213 0.92% 0.92% 480 0 0.0% Q2 2026 Aug 03, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 22,989 1,204 0.42% 0.42% 481 0 0.0% Q2 2026 Jul 30, 2026
JHP Wealth Management, LLC History No change 22,952 1,202 0.98% 0.98% 482 0 0.0% Q2 2026 Jul 30, 2026
Advisor OS, LLC History No change 22,846 1,197 0.08% 0.08% 483 0 0.0% Q2 2026 Aug 05, 2026
49 WEALTH MANAGEMENT, LLC History No change 22,820 1,195 0.23% 0.23% 484 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 22,820 1,195 0.23% 0.23% 485 0 0.0% Q2 2026 Aug 14, 2026
WHITE PINE CAPITAL LLC History No change 22,344 1,171 0.28% 0.28% 486 0 0.0% Q2 2026 Aug 05, 2026
ZACKS INVESTMENT MANAGEMENT History No change 22,206 1,163 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 13, 2026
GC Wealth Management RIA, LLC History No change 22,177 1,162 0.07% 0.07% 488 0 0.0% Q2 2026 Jul 16, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 22,034 1,154 0.04% 0.04% 489 0 0.0% Q2 2026 Aug 14, 2026
Weaver Consulting Group History No change 21,981 1,152 0.24% 0.24% 490 0 0.0% Q2 2026 Jul 29, 2026
FLAGSTAR SECURITIES, INC History No change 21,718 1,138 0.34% 0.34% 491 0 0.0% Q2 2026 Jul 15, 2026
Peak Planning Group, LLC History No change 21,641 1,134 0.26% 0.26% 492 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CAPITAL MANAGEMENT INC History No change 21,496 1,126 0.05% 0.05% 493 0 0.0% Q2 2026 Aug 14, 2026
Wilshire Advisors LLC History No change 21,439 1,123 10.87% 10.87% 494 0 0.0% Q2 2026 Jul 27, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 21,136 1,107 0.02% 0.02% 495 0 0.0% Q2 2026 Jul 15, 2026
First International Bank of Israel Ltd. History No change 20,951 1,098 0.3% 0.3% 496 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 20,838 1,092 0.03% 0.03% 497 0 0.0% Q2 2026 Jul 15, 2026
CIBC Asset Management Inc History No change 20,772 1,088 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 03, 2026
Garde Capital, Inc. History No change 20,743 1,087 0.05% 0.05% 499 0 0.0% Q2 2026 Jul 31, 2026
Modern Wealth Management, LLC History No change 20,743 1,087 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 20,497 1,074 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 06, 2026
BURKE & HERBERT BANK & TRUST CO History No change 20,380 1,068 0.26% 0.26% 502 0 0.0% Q2 2026 Aug 07, 2026
Traub Capital Management LLC History No change 20,385 1,068 0.95% 0.95% 503 0 0.0% Q2 2026 Jul 23, 2026
American Institute for Advanced Investment Management, LLP History No change 20,362 1,067 0.62% 0.62% 504 0 0.0% Q2 2026 Jul 21, 2026
Orion Porfolio Solutions, LLC History No change 20,337 1,065 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 20,236 1,061 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 20, 2026
IHT Wealth Management, LLC History No change 20,250 1,061 0.02% 0.02% 507 0 0.0% Q2 2026 Aug 14, 2026
SWP FINANCIAL LLC History No change 20,050 1,050 0.49% 0.49% 508 0 0.0% Q2 2026 Jul 24, 2026
Strive Financial Group ,LLC History No change 19,941 1,045 0.45% 0.45% 509 0 0.0% Q2 2026 Aug 14, 2026
SIMA Wealth Partners, LLC History No change 19,854 1,040 0.74% 0.74% 510 0 0.0% Q2 2026 Jul 28, 2026
Westview Management dba Westview Investment Advisors History No change 19,731 1,034 0.51% 0.51% 511 0 0.0% Q2 2026 Jul 31, 2026
Bear Mountain Capital, Inc. History No change 19,752 1,029 0.3% 0.3% 512 0 0.0% Q2 2026 Jul 20, 2026
Powerhouse Assets LLC History No change 19,629 1,028 0.84% 0.84% 513 0 0.0% Q2 2026 Jul 23, 2026
NATIXIS ADVISORS, LLC History No change 19,532 1,023 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 19,492 1,021 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 04, 2026
PFG Investments, LLC History No change 19,440 1,018 0.04% 0.04% 516 0 0.0% Q2 2026 Jul 23, 2026
Exchange Bank History No change 19,274 1,010 0.63% 0.63% 517 0 0.0% Q2 2026 Jul 08, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 19,210 1,007 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 14, 2026
Cogent Private Wealth, Inc. History No change 19,182 1,005 0.63% 0.63% 519 0 0.0% Q2 2026 Aug 05, 2026
Quantinno Capital Management LP History No change 19,126 1,002 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 13, 2026
TAGStone Capital, Inc. History No change 18,860 988 0.31% 0.31% 521 0 0.0% Q2 2026 Aug 11, 2026
Quotient Wealth Partners, LLC History No change 18,825 986 0.02% 0.02% 522 0 0.0% Q2 2026 Aug 03, 2026
Western Wealth Management, LLC History No change 18,712 980 0.03% 0.03% 523 0 0.0% Q2 2026 Aug 14, 2026
Saiph Capital, LLC History No change 18,643 977 0.29% 0.29% 524 0 0.0% Q2 2026 Jul 29, 2026
Maridea Wealth Management LLC History No change 18,582 973 0.11% 0.11% 525 0 0.0% Q2 2026 Aug 06, 2026
Atria Investments, Inc History No change 18,442 966 0.01% 0.01% 526 0 0.0% Q2 2026 Jul 28, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 18,425 965 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 23, 2026
Dynasty Wealth Management, LLC History No change 18,411 964 0.01% 0.01% 528 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 18,213 954 0.05% 0.05% 529 0 0.0% Q2 2026 Jul 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 18,071 947 0.02% 0.02% 530 0 0.0% Q2 2026 Jul 23, 2026
Keel Point, LLC History No change 18,086 947 0.06% 0.06% 531 0 0.0% Q2 2026 Aug 14, 2026
Calamos Wealth Management LLC History No change 18,051 946 0.03% 0.03% 532 0 0.0% Q2 2026 Jul 31, 2026
Allie Family Office LLC History No change 18,065 946 0.35% 0.35% 533 0 0.0% Q2 2026 Oct 02, 2026
Stelac Advisory Services LLC History No change 17,960 941 0.18% 0.18% 534 0 0.0% Q2 2026 Aug 10, 2026
BLALOCK WILLIAMS, LLC History No change 17,882 937 0.61% 0.61% 535 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 17,840 935 0.03% 0.03% 536 0 0.0% Q2 2026 Aug 13, 2026
White Lighthouse Investment Management Inc. History No change 17,825 934 0.12% 0.12% 537 0 0.0% Q2 2026 Aug 04, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 17,784 932 0.51% 0.51% 538 0 0.0% Q2 2026 Aug 13, 2026
Tuttle Capital Management, LLC History No change 17,710 928 0.63% 0.63% 539 0 0.0% Q2 2026 Jul 30, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 17,704 927 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisors, LLC History No change 17,662 925 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 06, 2026
STRATEGY ASSET MANAGERS LLC History No change 17,554 920 0.14% 0.14% 542 0 0.0% Q2 2026 Aug 14, 2026
Mount Lucas Management LP History No change 17,529 918 0.33% 0.33% 543 0 0.0% Q2 2026 Aug 10, 2026
Schuylkill Financial LLC History No change 17,501 917 0.85% 0.85% 544 0 0.0% Q2 2026 Aug 07, 2026
Wilmington Savings Fund Society, FSB History No change 17,438 913 0.02% 0.02% 545 0 0.0% Q2 2026 Jul 28, 2026
Independent Solutions Wealth Management, LLC History No change 17,354 909 0.12% 0.12% 546 0 0.0% Q2 2026 Jul 29, 2026
Elevation Capital Advisory, LLC History No change 17,303 906 0.35% 0.35% 547 0 0.0% Q2 2026 Jul 27, 2026
Fiduciary Alliance LLC History No change 17,279 905 0.06% 0.06% 548 0 0.0% Q2 2026 Jul 20, 2026
Rockbridge Investment Management, LCC History No change 17,138 898 0.07% 0.07% 549 0 0.0% Q2 2026 Aug 14, 2026
PALLADIEM, LLC History No change 17,047 893 0.87% 0.87% 550 0 0.0% Q2 2026 Aug 13, 2026
Equita Financial Network, Inc. History No change 16,911 886 0.25% 0.25% 551 0 0.0% Q2 2026 Jul 29, 2026
Stonekeep Investments, LLC History No change 16,853 883 0.51% 0.51% 552 0 0.0% Q2 2026 Jul 10, 2026
Geneos Wealth Management Inc. History No change 16,799 880 0.02% 0.02% 553 0 0.0% Q2 2026 Aug 06, 2026
Belpointe Asset Management LLC History No change 16,658 873 0.03% 0.03% 554 0 0.0% Q2 2026 Jul 31, 2026
UNION SAVINGS BANK History No change 16,673 873 0.35% 0.35% 555 0 0.0% Q2 2026 Jul 23, 2026
Unify Financial Advisors History No change 16,636 871 0.8% 0.8% 556 0 0.0% Q2 2026 Jul 21, 2026
Rockwood Wealth Management, LLC History No change 16,617 870 0.05% 0.05% 557 0 0.0% Q2 2026 Jul 13, 2026
Perigon Wealth Management, LLC History No change 16,458 862 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 07, 2026
WESBANCO BANK INC History No change 16,371 858 0.02% 0.02% 559 0 0.0% Q2 2026 Jul 28, 2026
Phoenix Financial Ltd. History No change 16,308 854 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 11, 2026
SkyOak Wealth, LLC History No change 16,033 840 0.14% 0.14% 561 0 0.0% Q2 2026 Jul 30, 2026
Westshore Wealth, LLC History No change 15,896 833 0.26% 0.26% 562 0 0.0% Q2 2026 Aug 10, 2026
Great Diamond Partners, LLC History No change 15,890 832 0.14% 0.14% 563 0 0.0% Q2 2026 Jul 17, 2026
Cloud Capital Management, LLC History No change 15,776 826 0.3% 0.3% 564 0 0.0% Q2 2026 Aug 13, 2026
KDT Advisors, LLC History No change 15,725 824 1.14% 1.14% 565 0 0.0% Q2 2026 Jul 31, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 15,647 820 0.05% 0.05% 566 0 0.0% Q2 2026 Jul 28, 2026
NATIONAL BANK OF CANADA /FI/ History No change 15,455 809 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 10, 2026
Pekin Hardy Strauss, Inc. History No change 15,290 801 0.07% 0.07% 568 0 0.0% Q2 2026 Jul 30, 2026
Enclave Advisors LLC History No change 15,250 799 0.1% 0.1% 569 0 0.0% Q2 2026 Jul 14, 2026
WATERS PARKERSON & CO., LLC History No change 15,195 796 0.04% 0.04% 570 0 0.0% Q2 2026 Jul 30, 2026
McKinley Carter Wealth Services, Inc. History No change 14,905 781 0.04% 0.04% 571 0 0.0% Q2 2026 Jul 28, 2026
Balefire, LLC History No change 14,895 780 0.13% 0.13% 572 0 0.0% Q2 2026 Jul 07, 2026
PRINCIPAL SECURITIES, INC. History No change 14,865 779 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 04, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 14,846 778 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 17, 2026
Rossmore Private Capital History No change 14,689 769 0.06% 0.06% 575 0 0.0% Q2 2026 Jul 31, 2026
CALTON & ASSOCIATES, INC. History No change 14,615 765 0.11% 0.11% 576 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 14,598 765 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 15, 2026
Forum Private Client Group LLC History No change 14,555 762 0.23% 0.23% 578 0 0.0% Q2 2026 Aug 12, 2026
Emerald Investment Advisers, LLC History No change 14,550 762 0.05% 0.05% 579 0 0.0% Q2 2026 Aug 12, 2026
Lifeworks Advisors, LLC History No change 14,511 760 0.08% 0.08% 580 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 14,426 756 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History No change 14,347 751 0.05% 0.05% 582 0 0.0% Q2 2026 Aug 04, 2026
Pacific Park Financial, Inc. History No change 14,319 750 0.44% 0.44% 583 0 0.0% Q2 2026 Jul 21, 2026
MEITAV INVESTMENT HOUSE LTD History No change 14,230 745 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 20, 2026
WULFF, HANSEN & CO. History No change 14,195 743 0.57% 0.57% 585 0 0.0% Q2 2026 Aug 05, 2026
FIL Ltd History No change 14,050 736 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 14,046 736 0.02% 0.02% 587 0 0.0% Q2 2026 Aug 14, 2026
Sunburst Financial Group, LLC History No change 14,057 736 0.12% 0.12% 588 0 0.0% Q2 2026 Jul 08, 2026
Strategic Advocates LLC History No change 13,895 728 2.82% 2.82% 589 0 0.0% Q2 2026 Aug 13, 2026
Fonville Wealth Management LLC History No change 13,895 728 0.12% 0.12% 590 0 0.0% Q2 2026 Jul 28, 2026
Severin Investments, LLC History No change 13,884 727 0.55% 0.55% 591 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Capital Management History No change 13,826 724 0.09% 0.09% 592 0 0.0% Q2 2026 Jul 21, 2026
Cypress Capital Group History No change 13,805 723 0.07% 0.07% 593 0 0.0% Q2 2026 Aug 05, 2026
BANK HAPOALIM BM History No change 13,697 718 0.05% 0.05% 594 0 0.0% Q2 2026 Aug 05, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 13,716 718 0.29% 0.29% 595 0 0.0% Q2 2026 Aug 12, 2026
SAGE FINANCIAL GROUP INC History No change 13,679 716 0.04% 0.04% 596 0 0.0% Q2 2026 Jul 21, 2026
Clearstead Trust, LLC History No change 13,579 711 0.09% 0.09% 597 0 0.0% Q2 2026 Aug 06, 2026
Peloton Wealth Strategists History No change 13,453 705 0.26% 0.26% 598 0 0.0% Q2 2026 Aug 10, 2026
Compagnie Lombard Odier SCmA History No change 13,466 705 0.01% 0.01% 599 0 0.0% Q2 2026 Jul 29, 2026
Good Harbor Advisors, Inc. History No change 13,363 700 0.68% 0.68% 600 0 0.0% Q2 2026 Jul 17, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 13,282 696 0.21% 0.21% 601 0 0.0% Q2 2026 Jul 22, 2026
BOSTON FAMILY OFFICE LLC History No change 13,270 695 0.04% 0.04% 602 0 0.0% Q2 2026 Aug 12, 2026
Strategic Wealth Partners, Ltd. History No change 13,109 687 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 13,069 684 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 11, 2026
Avant Financial Advisors LLC History No change 12,959 679 0.42% 0.42% 605 0 0.0% Q2 2026 Jul 09, 2026
Wynn Capital, LLC History No change 12,900 676 0.3% 0.3% 606 0 0.0% Q2 2026 Jul 08, 2026
Betterment LLC History No change 12,848 673 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 14, 2026
Laurel Wealth Advisors LLC History No change 12,837 672 0.07% 0.07% 608 0 0.0% Q2 2026 Jul 17, 2026
Sandhill Capital Partners LLC History No change 12,765 669 0.05% 0.05% 609 0 0.0% Q2 2026 Aug 13, 2026
ARK & TLK INVESTMENTS, LLC History No change 12,685 664 0.16% 0.16% 610 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 12,502 655 0.02% 0.02% 611 0 0.0% Q2 2026 Jul 24, 2026
Curtis Advisory Group, LLC History No change 12,415 650 0.13% 0.13% 612 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 12,279 643 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 17, 2026
Alpha Financial Partners LLC History No change 12,187 638 0.34% 0.34% 614 0 0.0% Q2 2026 Aug 11, 2026
BankPlus Trust Department History No change 12,066 632 0.15% 0.15% 615 0 0.0% Q2 2026 Jul 28, 2026
PROTECTIVE LIFE CORP History No change 11,991 628 4.49% 4.49% 616 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 11,994 628 0.01% 0.01% 617 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 11,911 624 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 11,856 621 0.03% 0.03% 619 0 0.0% Q2 2026 Jul 29, 2026
EASTERN BANK History No change 12,068 618 0.01% 0.01% 620 0 0.0% Q3 2026 Oct 05, 2026
GreatBanc Trust CO History No change 11,802 618 0.38% 0.38% 621 0 0.0% Q2 2026 Jul 29, 2026
National Philanthropic Trust History No change 11,638 609 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 14, 2026
BEACON FINANCIAL GROUP History No change 11,581 606 0.06% 0.06% 623 0 0.0% Q2 2026 Jul 16, 2026
Strategic Blueprint, LLC History No change 11,551 605 0.03% 0.03% 624 0 0.0% Q2 2026 Jul 23, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 11,474 601 0.08% 0.08% 625 0 0.0% Q2 2026 Jul 24, 2026
Rock Creek Group LLC History No change 11,347 594 0.06% 0.06% 626 0 0.0% Q2 2026 Aug 03, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 11,343 594 0.02% 0.02% 627 0 0.0% Q2 2026 Aug 17, 2026
F/m Investments LLC History No change 11,204 587 0.03% 0.03% 628 0 0.0% Q2 2026 Aug 05, 2026
Lewis Asset Management, LLC History No change 11,151 584 0.2% 0.2% 629 0 0.0% Q2 2026 Jul 21, 2026
Wingate Wealth Advisors, Inc. History No change 11,154 584 0.26% 0.26% 630 0 0.0% Q2 2026 Jul 29, 2026
Brucke Financial, Inc. History No change 10,914 572 0.25% 0.25% 631 0 0.0% Q2 2026 Jul 21, 2026
Argent Trust Co History No change 10,905 571 0.02% 0.02% 632 0 0.0% Q2 2026 Aug 06, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 11,111 569 0.37% 0.37% 633 -388 -3.37% Q3 2026 Oct 07, 2026
Councilor Wealth, LLC History No change 10,841 568 0.23% 0.23% 634 0 0.0% Q2 2026 Jul 21, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 10,723 562 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 04, 2026
PACIFIC FINANCIAL GROUP INC History No change 10,739 562 0.27% 0.27% 636 0 0.0% Q2 2026 Aug 13, 2026
MFA WEALTH ADVISORS, LLC History No change 10,730 562 0.1% 0.1% 637 0 0.0% Q2 2026 Jul 13, 2026
BRIGHTON JONES LLC History No change 10,562 553 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 11, 2026
Rothschild Wealth LLC History No change 10,558 553 0.04% 0.04% 639 0 0.0% Q2 2026 Aug 11, 2026
Value Investment Professionals, LLC History No change 10,540 552 0.46% 0.46% 640 0 0.0% Q2 2026 Jul 07, 2026
Osprey Private Wealth LLC History No change 10,500 550 0.14% 0.14% 641 0 0.0% Q2 2026 Aug 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 10,443 547 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 10, 2026
1492 Capital Management LLC History No change 10,381 544 0.16% 0.16% 643 0 0.0% Q2 2026 Aug 11, 2026
Bryn Mawr Trust Advisors, LLC History No change 10,344 542 0.02% 0.02% 644 0 0.0% Q2 2026 Aug 03, 2026
Advyzon Investment Management, LLC History No change 10,338 541 0.04% 0.04% 645 0 0.0% Q2 2026 Aug 14, 2026
FIRST UNITED BANK & TRUST History No change 10,320 540 0.16% 0.16% 646 0 0.0% Q2 2026 Jul 20, 2026
FIRST MANHATTAN CO. LLC. History No change 10,170 533 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 10,152 532 0.03% 0.03% 648 0 0.0% Q2 2026 Aug 10, 2026
LVW Advisors, LLC History No change 10,103 529 0.05% 0.05% 649 0 0.0% Q2 2026 Jul 15, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 10,040 526 0.43% 0.43% 650 0 0.0% Q2 2026 Jul 21, 2026
Glenview Trust Co History No change 9,969 522 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 18, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 9,955 521 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 03, 2026
Asset Management One Co., Ltd. History No change 9,797 513 0.0% 0.0% 653 0 0.0% Q2 2026 Jul 28, 2026
CULLEN/FROST BANKERS, INC. History No change 9,661 506 0.0% 0.0% 654 0 0.0% Q2 2026 Jul 27, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 9,670 506 0.07% 0.07% 655 0 0.0% Q2 2026 Jul 21, 2026
RWA WEALTH PARTNERS, LLC History No change 9,642 505 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 07, 2026
Wealth Advisory Solutions, LLC History No change 9,638 505 0.1% 0.1% 657 0 0.0% Q2 2026 Jul 24, 2026
HB Wealth Management, LLC History No change 9,623 504 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 29, 2026
LANARK FINANCIAL, INC. History No change 9,614 503 0.03% 0.03% 659 0 0.0% Q2 2026 Jul 21, 2026
Clarendon Private LLC History No change 9,613 503 0.32% 0.32% 660 0 0.0% Q2 2026 Jul 22, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 9,500 497 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 10, 2026
Invst, LLC History No change 9,470 496 0.05% 0.05% 662 0 0.0% Q2 2026 Aug 14, 2026
Florida Trust Wealth Management Co History No change 9,445 495 0.01% 0.01% 663 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History No change 9,338 489 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 9,324 489 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 28, 2026
Cyndeo Wealth Partners, LLC History No change 9,324 488 0.02% 0.02% 666 0 0.0% Q2 2026 Jul 21, 2026
Beaird Harris Wealth Management, LLC History No change 9,248 484 0.03% 0.03% 667 0 0.0% Q2 2026 Jul 08, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 9,200 482 0.33% 0.33% 668 0 0.0% Q2 2026 Aug 07, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 9,172 480 0.13% 0.13% 669 0 0.0% Q2 2026 Aug 07, 2026
Asset Allocation & Management Company, LLC History No change 9,139 479 0.16% 0.16% 670 0 0.0% Q2 2026 Jul 15, 2026
CGN Advisors LLC History No change 9,100 476 0.03% 0.03% 671 0 0.0% Q2 2026 Jul 06, 2026
CFM WEALTH PARTNERS LLC History No change 9,070 475 0.06% 0.06% 672 0 0.0% Q2 2026 Aug 07, 2026
Genesis Wealth Advisors, LLC History No change 9,059 474 0.28% 0.28% 673 0 0.0% Q2 2026 Aug 07, 2026
BURLING WEALTH PARTNERS, LLC History No change 9,035 473 0.07% 0.07% 674 0 0.0% Q2 2026 Aug 04, 2026
BankPlus Wealth Management LLC History No change 8,959 469 0.21% 0.21% 675 0 0.0% Q2 2026 Jul 17, 2026
PKS Advisory Services, LLC History No change 8,938 468 0.07% 0.07% 676 0 0.0% Q2 2026 Aug 04, 2026
Cherry Tree Wealth Management, LLC History No change 8,923 467 0.09% 0.09% 677 0 0.0% Q2 2026 Sep 15, 2026
Acorn Wealth Advisors, LLC History No change 8,860 464 0.11% 0.11% 678 0 0.0% Q2 2026 Jul 30, 2026
Golden State Wealth Management, LLC History No change 8,809 461 0.04% 0.04% 679 0 0.0% Q2 2026 Jul 22, 2026
GARRISON POINT ADVISORS, LLC History No change 8,590 450 0.18% 0.18% 680 0 0.0% Q2 2026 Jul 31, 2026
Dana Investment Advisors, Inc. History No change 8,569 449 0.01% 0.01% 681 0 0.0% Q2 2026 Aug 13, 2026
McAdam, LLC History No change 8,585 449 0.02% 0.02% 682 0 0.0% Q2 2026 Aug 04, 2026
Mayflower Financial Advisors, LLC History No change 8,463 443 0.04% 0.04% 683 0 0.0% Q2 2026 Jul 09, 2026
Successful Portfolios LLC History No change 8,468 441 0.21% 0.21% 684 0 0.0% Q2 2026 Jul 14, 2026
MetLife Investment Management, LLC History No change 8,404 440 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 13, 2026
WealthBridge Capital Management, LLC History No change 8,402 440 0.09% 0.09% 686 0 0.0% Q2 2026 Jul 24, 2026
Roger Wittlin Investment Advisory, LLC History No change 8,334 436 0.34% 0.34% 687 0 0.0% Q2 2026 Jul 17, 2026
Legacy Bridge, LLC History No change 8,317 435 0.13% 0.13% 688 0 0.0% Q2 2026 Aug 13, 2026
American Financial Advisors, LLC History No change 8,299 434 0.05% 0.05% 689 0 0.0% Q2 2026 Jul 14, 2026
HEADINVEST, LLC History No change 8,271 433 0.08% 0.08% 690 0 0.0% Q2 2026 Aug 14, 2026
FIRST COMMUNITY TRUST NA History No change 8,114 425 0.19% 0.19% 691 0 0.0% Q2 2026 Jul 10, 2026
Cornerstone Advisory, LLC History No change 8,113 425 0.04% 0.04% 692 0 0.0% Q2 2026 Jul 29, 2026
Proactive Wealth Strategies LLC History No change 8,118 425 0.07% 0.07% 693 0 0.0% Q2 2026 Aug 10, 2026
Financial Solutions Advisory Group, Inc. History No change 8,147 425 0.05% 0.05% 694 0 0.0% Q2 2026 Jul 13, 2026
Dodds Wealth, LLC History No change 8,099 424 0.1% 0.1% 695 0 0.0% Q2 2026 Aug 06, 2026
Winthrop Advisory Group LLC History No change 8,071 423 0.03% 0.03% 696 0 0.0% Q2 2026 Jul 17, 2026
Marathon Strategic Advisors, LLC History No change 8,039 421 0.24% 0.24% 697 0 0.0% Q2 2026 Jul 16, 2026
Capital Analysts, LLC History No change 7,988 419 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 05, 2026
Ceeto Capital Group, LLC History No change 8,000 419 0.11% 0.11% 699 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 7,930 415 0.03% 0.03% 700 0 0.0% Q2 2026 Aug 05, 2026
Elyxium Wealth, LLC History No change 7,914 414 0.04% 0.04% 701 0 0.0% Q2 2026 Aug 03, 2026
Aegis Wealth Management, Inc. History No change 7,881 413 0.27% 0.27% 702 0 0.0% Q2 2026 Jul 16, 2026
TCFG Investment Advisors, LLC History No change 7,867 412 0.14% 0.14% 703 0 0.0% Q2 2026 Jul 17, 2026
Parkside Financial Bank & Trust History No change 7,857 411 0.03% 0.03% 704 0 0.0% Q2 2026 Sep 04, 2026
First Bank & Trust History No change 7,849 411 0.06% 0.06% 705 0 0.0% Q2 2026 Jul 09, 2026
BESSEMER GROUP INC History No change 7,699 403 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 7,680 402 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 7,684 402 0.01% 0.01% 708 0 0.0% Q2 2026 Jul 31, 2026
EJMK Ventures LLC History No change 7,675 402 0.18% 0.18% 709 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 7,653 401 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisory Services, LLC History No change 7,666 401 0.02% 0.02% 711 0 0.0% Q2 2026 Jul 23, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 7,649 400 0.11% 0.11% 712 0 0.0% Q2 2026 Aug 07, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 7,625 399 0.01% 0.01% 713 0 0.0% Q2 2026 Jul 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 7,578 397 0.23% 0.23% 714 0 0.0% Q2 2026 Jul 21, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 7,515 393 0.03% 0.03% 715 0 0.0% Q2 2026 Aug 14, 2026
RMR Wealth Builders History No change 7,515 393 0.02% 0.02% 716 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisors Wealth Management, LLC History No change 7,496 392 0.05% 0.05% 717 0 0.0% Q2 2026 Jul 23, 2026
Wagner Wealth Management, Corp History No change 7,478 391 0.32% 0.32% 718 0 0.0% Q2 2026 Aug 10, 2026
WEBSTER BANK, N. A. History No change 7,381 386 0.03% 0.03% 719 0 0.0% Q2 2026 Jul 20, 2026
MA Private Wealth History No change 7,371 386 0.06% 0.06% 720 0 0.0% Q2 2026 Jul 28, 2026
Octavia Wealth Advisors, LLC History No change 7,326 383 0.03% 0.03% 721 0 0.0% Q2 2026 Jul 14, 2026
TRUEFG, LLC History No change 7,267 380 0.09% 0.09% 722 0 0.0% Q2 2026 Jul 16, 2026
Choate Investment Advisors History No change 7,234 379 0.01% 0.01% 723 0 0.0% Q2 2026 Aug 11, 2026
American Trust History No change 7,228 378 0.03% 0.03% 724 0 0.0% Q2 2026 Aug 14, 2026
Panoramic Capital Partners, LLC History No change 7,195 377 0.18% 0.18% 725 0 0.0% Q2 2026 Aug 07, 2026
Oath Planning, LLC History No change 7,097 371 0.28% 0.28% 726 0 0.0% Q2 2026 Jul 24, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 6,937 363 0.15% 0.15% 727 0 0.0% Q2 2026 Jul 24, 2026
Brookwood Investment Group LLC History No change 6,944 363 0.04% 0.04% 728 0 0.0% Q2 2026 Jul 23, 2026
Clear Creek Financial Management, LLC History No change 6,871 360 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 27, 2026
Highview Capital Management LLC/DE/ History No change 6,776 355 0.1% 0.1% 730 0 0.0% Q2 2026 Aug 11, 2026
Downshift Financial, LLC History No change 6,791 355 0.16% 0.16% 731 0 0.0% Q2 2026 Aug 12, 2026
Seed Wealth Management, Inc. History No change 6,745 353 0.22% 0.22% 732 0 0.0% Q2 2026 Jul 27, 2026
ASPIRIANT, LLC History No change 6,678 349 0.01% 0.01% 733 0 0.0% Q2 2026 Jul 20, 2026
KPP Advisory Services LLC History No change 6,596 345 0.04% 0.04% 734 0 0.0% Q2 2026 Jul 24, 2026
Seascape Capital Management History No change 6,560 344 0.08% 0.08% 735 0 0.0% Q2 2026 Jul 21, 2026
Patten Group, Inc. History No change 6,573 344 0.05% 0.05% 736 0 0.0% Q2 2026 Aug 06, 2026
Destiny Capital Corp/CO History No change 6,447 337 0.16% 0.16% 737 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group, Inc. History No change 6,404 335 0.18% 0.18% 738 0 0.0% Q2 2026 Jul 21, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History No change 6,327 331 0.02% 0.02% 739 0 0.0% Q2 2026 Jul 31, 2026
Value Partners Investments Inc. History No change 6,333 331 0.02% 0.02% 740 0 0.0% Q2 2026 Jul 15, 2026
Tandem Investment Partners LLC History No change 6,288 329 0.25% 0.25% 741 0 0.0% Q2 2026 Jul 27, 2026
Obermeyer Wealth Partners History No change 6,276 328 0.01% 0.01% 742 0 0.0% Q2 2026 Jul 29, 2026
Intentional Wealth Strategies, LLC History No change 6,272 328 0.31% 0.31% 743 0 0.0% Q2 2026 Jul 28, 2026
Peak Retirement Planning, Inc. History No change 6,250 327 0.05% 0.05% 744 0 0.0% Q2 2026 Aug 10, 2026
Edgemoor Investment Advisors, Inc. History No change 6,223 326 0.02% 0.02% 745 0 0.0% Q2 2026 Aug 07, 2026
Fortis Capital Advisors, LLC History No change 6,194 324 0.04% 0.04% 746 0 0.0% Q2 2026 Jul 31, 2026
Cheviot Value Management, LLC History No change 6,078 318 0.03% 0.03% 747 0 0.0% Q2 2026 Aug 06, 2026
Valeo Financial Advisors, LLC History No change 6,073 318 0.01% 0.01% 748 0 0.0% Q2 2026 Jul 08, 2026
Waterloo Capital, L.P. History No change 6,070 318 0.02% 0.02% 749 0 0.0% Q2 2026 Jul 29, 2026
Rede Wealth, LLC History No change 5,995 314 0.1% 0.1% 750 0 0.0% Q2 2026 Aug 03, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 5,907 309 0.05% 0.05% 751 0 0.0% Q2 2026 Aug 07, 2026
Hoxton Planning & Management, LLC History No change 5,815 304 0.08% 0.08% 752 0 0.0% Q2 2026 Jul 16, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 5,800 303 0.01% 0.01% 753 0 0.0% Q2 2026 Jul 17, 2026
NewEdge Wealth, LLC History No change 5,731 300 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 5,575 292 0.03% 0.03% 755 0 0.0% Q2 2026 Aug 07, 2026
Intergy Private Wealth, LLC History No change 5,590 292 0.07% 0.07% 756 0 0.0% Q2 2026 Jul 17, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 5,560 291 0.15% 0.15% 757 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Planning Group, LLC History No change 5,548 290 0.09% 0.09% 758 0 0.0% Q2 2026 Jul 31, 2026
Evanson Financial, LLC History No change 5,539 290 0.01% 0.01% 759 0 0.0% Q2 2026 Jul 07, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 5,526 289 0.12% 0.12% 760 0 0.0% Q2 2026 Jul 28, 2026
Rialto Wealth Management, LLC History No change 5,524 289 0.06% 0.06% 761 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 5,510 288 0.07% 0.07% 762 0 0.0% Q2 2026 Jul 21, 2026
Orca Wealth Management, LLC History No change 5,502 288 0.17% 0.17% 763 0 0.0% Q2 2026 Jul 22, 2026
Crescent Sterling, Ltd. History No change 5,493 287 0.26% 0.26% 764 0 0.0% Q2 2026 Jul 07, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 5,489 287 0.02% 0.02% 765 0 0.0% Q2 2026 Jul 28, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,464 286 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 23, 2026
TD Capital Management LLC History No change 5,450 285 0.02% 0.02% 767 0 0.0% Q2 2026 Aug 06, 2026
RFG - Bristol Wealth Advisors, LLC History No change 5,438 285 0.07% 0.07% 768 0 0.0% Q2 2026 Jul 27, 2026
Americana Partners, LLC History No change 5,429 284 0.01% 0.01% 769 0 0.0% Q2 2026 Aug 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 5,415 283 0.0% 0.0% 770 0 0.0% Q2 2026 Jul 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 5,409 283 0.03% 0.03% 771 0 0.0% Q2 2026 Jul 16, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 5,408 283 0.03% 0.03% 772 0 0.0% Q2 2026 Jul 31, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 5,372 281 0.12% 0.12% 773 0 0.0% Q2 2026 Jul 28, 2026
Bayshore Capital Advisors, LLC History No change 5,361 280 0.13% 0.13% 774 0 0.0% Q2 2026 Jul 22, 2026
WEST MICHIGAN ADVISORS, LLC History No change 5,306 278 0.05% 0.05% 775 0 0.0% Q2 2026 Aug 21, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,284 276 0.0% 0.0% 776 0 0.0% Q2 2026 Aug 10, 2026
Baldwin Investment Management, LLC History No change 5,273 276 0.03% 0.03% 777 0 0.0% Q2 2026 Jul 28, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 5,280 276 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 10, 2026
Ignite Planners, LLC History No change 5,251 275 0.04% 0.04% 779 0 0.0% Q2 2026 Jul 23, 2026
C2C Wealth Management, LLC History No change 5,202 272 0.21% 0.21% 780 0 0.0% Q2 2026 Jul 09, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 5,208 272 0.13% 0.13% 781 0 0.0% Q2 2026 Aug 13, 2026
Front Row Advisors LLC History No change 5,193 270 0.08% 0.08% 782 0 0.0% Q2 2026 Aug 13, 2026
Grove Bank & Trust History No change 5,137 269 0.03% 0.03% 783 0 0.0% Q2 2026 Jul 07, 2026
Townsend & Associates, Inc History No change 5,170 269 0.02% 0.02% 784 0 0.0% Q2 2026 Jul 22, 2026
PLIMOTH TRUST CO LLC History No change 5,127 268 0.05% 0.05% 785 0 0.0% Q2 2026 Jul 28, 2026
Disciplined Investments, LLC History No change 5,086 266 0.09% 0.09% 786 0 0.0% Q2 2026 Aug 07, 2026
Insight Wealth Partners, LLC History No change 5,072 265 0.04% 0.04% 787 0 0.0% Q2 2026 Aug 06, 2026
Gateway Wealth Partners, LLC History No change 5,063 265 0.02% 0.02% 788 0 0.0% Q2 2026 Aug 04, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 5,052 264 0.03% 0.03% 789 0 0.0% Q2 2026 Jul 22, 2026
Black Maple Capital Management LP History No change 5,000 262 0.15% 0.15% 790 0 0.0% Q2 2026 Aug 14, 2026
Tanager Wealth Management LLP History No change 5,000 262 0.02% 0.02% 791 0 0.0% Q2 2026 Jul 23, 2026
Integrated Investment Consultants, LLC History No change 4,988 261 0.05% 0.05% 792 0 0.0% Q2 2026 Aug 17, 2026
Sanchez Gaunt Capital Management, LLC History No change 4,990 261 0.15% 0.15% 793 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 4,964 260 0.01% 0.01% 794 0 0.0% Q2 2026 Jul 21, 2026
Wick Capital Partners, LLC History No change 4,962 260 0.04% 0.04% 795 0 0.0% Q2 2026 Aug 14, 2026
Synergy Investment Management, LLC History No change 5,003 260 0.06% 0.06% 796 0 0.0% Q2 2026 Aug 14, 2026
New World Advisors LLC History No change 4,956 259 0.04% 0.04% 797 0 0.0% Q2 2026 Aug 12, 2026
4J Wealth Management LLC History No change 4,949 259 0.13% 0.13% 798 0 0.0% Q2 2026 Jul 21, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 4,946 259 0.01% 0.01% 799 0 0.0% Q2 2026 Jul 31, 2026
Walleye Partners, LLC History No change 4,950 259 0.3% 0.3% 800 0 0.0% Q2 2026 Jul 24, 2026
Gallagher Fiduciary Advisors, LLC History No change 4,923 258 0.01% 0.01% 801 0 0.0% Q2 2026 Aug 14, 2026
Richardson Capital Management LLC History No change 4,902 256 0.11% 0.11% 802 0 0.0% Q2 2026 Jul 17, 2026
Independent Advisor Alliance History No change 4,883 255 0.01% 0.01% 803 0 0.0% Q2 2026 Aug 12, 2026
Lynx Investment Advisory History No change 4,875 255 0.08% 0.08% 804 0 0.0% Q2 2026 Jul 27, 2026
Vermillion & White Wealth Management Group, LLC History No change 4,851 254 0.13% 0.13% 805 0 0.0% Q2 2026 Aug 18, 2026
Grey Fox Wealth Advisors, LLC History No change 4,832 253 0.04% 0.04% 806 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 4,825 252 0.02% 0.02% 807 0 0.0% Q2 2026 Aug 05, 2026
STEVENS CAPITAL PARTNERS History No change 4,795 251 0.05% 0.05% 808 0 0.0% Q2 2026 Aug 07, 2026
Ninety One UK Ltd History No change 4,770 249 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 16, 2026
Ancora Advisors LLC History No change 4,735 248 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 14, 2026
Brick & Kyle, Associates History No change 4,702 247 0.08% 0.08% 811 0 0.0% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History No change 4,700 246 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 14, 2026
Cerro Pacific Wealth Advisors LLC History No change 4,688 245 0.06% 0.06% 813 0 0.0% Q2 2026 Jul 15, 2026
Atlantic Edge Private Wealth Management, LLC History No change 4,665 244 0.05% 0.05% 814 0 0.0% Q2 2026 Jul 23, 2026
J. L. Bainbridge & Co., Inc. History No change 4,653 243 0.02% 0.02% 815 0 0.0% Q2 2026 Jul 22, 2026
eCIO, Inc. History No change 4,652 243 0.07% 0.07% 816 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 4,629 242 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 14, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 4,624 242 0.2% 0.2% 818 0 0.0% Q2 2026 Jul 30, 2026
PRIVATE TRUST CO NA History No change 4,605 241 0.02% 0.02% 819 0 0.0% Q2 2026 Jul 28, 2026
Concord Wealth Partners History No change 4,610 241 0.03% 0.03% 820 0 0.0% Q2 2026 Jul 27, 2026
Glass Jacobson Investment Advisors llc History No change 4,612 241 0.08% 0.08% 821 0 0.0% Q2 2026 Jul 30, 2026
PCG Wealth Advisors, LLC History No change 4,575 239 0.05% 0.05% 822 0 0.0% Q2 2026 Aug 03, 2026
Clearwave Capital, LLC History No change 4,560 239 0.13% 0.13% 823 0 0.0% Q2 2026 Jul 17, 2026
Miller Global Investments, LLC History Reduced 4,632 237 0.19% 2.26% 826 -47,399 -91.1% Q3 2026 Oct 02, 2026
Accurate Wealth Management, LLC History No change 4,552 237 0.02% 0.02% 824 0 0.0% Q2 2026 Jul 14, 2026
FourThought Financial Partners, LLC History No change 4,531 237 0.02% 0.02% 825 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 4,437 232 0.0% 0.0% 827 0 0.0% Q2 2026 Aug 11, 2026
Compton Financial Group, LLC History No change 4,416 231 0.04% 0.04% 828 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 4,391 230 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 06, 2026
Piscataqua Savings Bank History No change 4,383 229 0.15% 0.15% 830 0 0.0% Q2 2026 Jul 09, 2026
NovaPoint Capital, LLC History No change 4,362 228 0.05% 0.05% 831 0 0.0% Q2 2026 Aug 06, 2026
Ponta Wealth Partners, LLC History No change 4,353 228 0.12% 0.12% 832 0 0.0% Q2 2026 Aug 12, 2026
Relyea Zuckerberg Hanson LLC History No change 4,279 224 0.02% 0.02% 833 0 0.0% Q2 2026 Jul 16, 2026
Kestra Investment Management, LLC History No change 4,292 224 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 05, 2026
FF Advisors,LLC History No change 4,257 223 0.08% 0.08% 835 0 0.0% Q2 2026 Jul 29, 2026
Navigoe, LLC History No change 4,238 222 0.12% 0.12% 836 0 0.0% Q2 2026 Jul 31, 2026
AQR CAPITAL MANAGEMENT LLC History No change 4,201 220 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 14, 2026
SimpliFi, Inc. History No change 4,199 220 0.09% 0.09% 838 0 0.0% Q2 2026 Jul 24, 2026
Portland Financial Advisors Inc History No change 4,190 219 0.4% 0.4% 839 0 0.0% Q2 2026 Aug 10, 2026
Hexagon Capital Partners LLC History No change 4,165 218 0.03% 0.03% 840 0 0.0% Q2 2026 Aug 06, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 4,150 217 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 14, 2026
Avise Financial Cooperative, Inc. History No change 4,073 213 0.15% 0.15% 842 0 0.0% Q2 2026 Aug 06, 2026
Fisher Asset Management, LLC History No change 4,039 211 0.0% 0.0% 843 0 0.0% Q2 2026 Aug 04, 2026
Csenge Advisory Group History No change 4,026 211 0.01% 0.01% 844 0 0.0% Q2 2026 Aug 10, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 4,041 211 0.22% 0.22% 845 0 0.0% Q2 2026 Jul 13, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 4,019 210 0.04% 0.04% 846 0 0.0% Q2 2026 Jul 22, 2026
Legacy Capital Group California, Inc. History No change 4,013 210 0.06% 0.06% 847 0 0.0% Q2 2026 Jul 29, 2026
Apollon Financial, LLC History No change 4,024 210 0.02% 0.02% 848 0 0.0% Q2 2026 Jul 22, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 4,000 209 0.01% 0.01% 849 0 0.0% Q2 2026 Jul 29, 2026
Ipswich Investment Management Co., Inc. History No change 4,000 209 0.04% 0.04% 850 0 0.0% Q2 2026 Jul 16, 2026
AA Financial Advisors, LLC History No change 3,990 209 0.03% 0.03% 851 0 0.0% Q2 2026 Jul 17, 2026
M&T BANK CORP History No change 3,952 207 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 04, 2026
Martin Capital Advisors, LLP History No change 3,960 207 0.11% 0.11% 853 0 0.0% Q2 2026 Jul 24, 2026
JT Stratford LLC History No change 3,851 201 0.02% 0.02% 854 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 3,837 201 0.02% 0.02% 855 0 0.0% Q2 2026 Aug 05, 2026
Sunflower Bank, N.A. History No change 3,830 200 0.05% 0.05% 856 0 0.0% Q2 2026 Aug 14, 2026
Valpey Financial Services, LLC History No change 3,833 200 0.12% 0.12% 857 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 3,787 198 0.01% 0.01% 858 0 0.0% Q2 2026 Aug 17, 2026
Alaska Permanent Capital Management, LLC History No change 3,750 196 0.01% 0.01% 859 0 0.0% Q2 2026 Aug 11, 2026
Archer Investment Corp History No change 3,352 175 0.03% 0.03% 860 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Investment Partners, Inc. History No change 3,325 174 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 13, 2026
Provenance Wealth Advisors, LLC History No change 3,327 174 0.02% 0.02% 862 0 0.0% Q2 2026 Jul 24, 2026
Bogart Wealth, LLC History No change 3,239 169 0.01% 0.01% 863 0 0.0% Q2 2026 Jul 24, 2026
Continuum Advisory, LLC History No change 3,185 166 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 06, 2026
Forum Finance Group S.A. History No change 3,912 166 0.06% 0.06% 865 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 2,871 150 0.02% 0.02% 866 0 0.0% Q2 2026 Jul 16, 2026
Johnson Financial Group, Inc. History No change 2,862 149 0.0% 0.0% 867 0 0.0% Q2 2026 Aug 10, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 2,699 141 0.01% 0.01% 868 0 0.0% Q2 2026 Aug 14, 2026
Highland Investment Advisors LLC History No change 2,695 141 0.06% 0.06% 869 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 2,645 138 0.0% 0.0% 870 0 0.0% Q2 2026 Jul 27, 2026
AlphaCentric Advisors LLC History No change 2,623 137 0.12% 0.12% 871 0 0.0% Q2 2026 Jul 24, 2026
Guardian Partners Inc. History No change 2,600 136 0.01% 0.01% 872 0 0.0% Q2 2026 Jul 29, 2026
CARDIFF PARK ADVISORS, LLC History No change 2,578 135 0.01% 0.01% 873 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 2,499 130 0.01% 0.01% 874 0 0.0% Q2 2026 Aug 07, 2026
WELLINGTON-ALTUS USA INC. History No change 2,404 126 0.09% 0.09% 875 0 0.0% Q2 2026 Sep 17, 2026
AMERIFLEX GROUP, INC. History No change 2,268 118 0.05% 0.05% 876 0 0.0% Q2 2026 Aug 13, 2026
EPG Wealth Management LLC History No change 2,242 117 0.03% 0.03% 877 0 0.0% Q2 2026 Jul 28, 2026
Colonial Trust Co / SC History No change 2,132 111 0.01% 0.01% 878 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History No change 2,100 110 0.0% 0.0% 879 0 0.0% Q2 2026 Jul 22, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 2,080 108 0.06% 0.06% 880 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 2,010 105 0.0% 0.0% 881 0 0.0% Q2 2026 Jul 31, 2026
Ascentis Independent Advisors History No change 2,000 104 0.28% 0.28% 882 0 0.0% Q2 2026 Aug 04, 2026
Main Street Group, LTD History No change 2,000 104 0.02% 0.02% 883 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Bancorp, Inc. History No change 1,974 103 0.03% 0.03% 884 0 0.0% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History No change 1,973 103 0.05% 0.05% 885 0 0.0% Q2 2026 Jul 30, 2026
Acropolis Investment Management, LLC History No change 1,965 102 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 16, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,952 102 0.01% 0.01% 887 0 0.0% Q2 2026 Jul 22, 2026
Cape Investment Advisory, Inc. History No change 1,933 101 0.03% 0.03% 888 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Advisors History No change 1,829 95 0.01% 0.01% 889 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 1,824 95 0.07% 0.07% 890 0 0.0% Q2 2026 Aug 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,800 94 0.0% 0.0% 891 0 0.0% Q2 2026 Jul 08, 2026
Mascoma Wealth Management LLC History No change 1,795 94 0.02% 0.02% 892 0 0.0% Q2 2026 Jul 24, 2026
Alpine Bank Wealth Management History No change 1,720 90 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 07, 2026
NFSG Corp History No change 1,700 89 0.01% 0.01% 894 0 0.0% Q2 2026 Aug 14, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1,618 84 0.06% 0.06% 895 0 0.0% Q2 2026 Aug 05, 2026
Armor Investment Advisors, LLC History No change 1,530 80 0.03% 0.03% 896 0 0.0% Q2 2026 Aug 04, 2026
ELEVATE WEALTH ADVISORY, INC History No change 1,534 80 0.05% 0.05% 897 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 1,480 77 0.0% 0.0% 898 0 0.0% Q2 2026 Jul 20, 2026
AdvisorNet Financial, Inc History No change 1,465 76 0.0% 0.0% 899 0 0.0% Q2 2026 Jul 23, 2026
TOMPKINS FINANCIAL CORP History No change 1,473 75 0.01% 0.01% 900 0 0.0% Q3 2026 Oct 05, 2026
Community Financial Services Group, LLC History No change 1,361 71 0.01% 0.01% 901 0 0.0% Q2 2026 Jul 09, 2026
VALLEY WEALTH MANAGERS, INC. History No change 1,287 67 0.0% 0.0% 902 0 0.0% Q2 2026 Aug 04, 2026
Park Place Capital Corp History No change 1,280 67 0.01% 0.01% 903 0 0.0% Q2 2026 Aug 13, 2026
Financial Perspectives, Inc History No change 1,279 67 0.02% 0.02% 904 0 0.0% Q2 2026 Jul 24, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,271 66 0.0% 0.0% 905 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Planning Group LLC History No change 1,281 66 0.01% 0.01% 906 0 0.0% Q2 2026 Jul 29, 2026
Security National Bank History No change 1,245 65 0.01% 0.01% 907 0 0.0% Q2 2026 Jul 15, 2026
Buck Wealth Strategies, LLC History No change 1,257 65 0.01% 0.01% 908 0 0.0% Q2 2026 Jul 30, 2026
BankChampaign, National Association History No change 1,234 64 0.05% 0.05% 909 0 0.0% Q2 2026 Jul 23, 2026
Hyposwiss Advisors SA History No change 1,198 62 0.06% 0.06% 910 0 0.0% Q2 2026 Jul 21, 2026
Atlantic Union Bankshares Corp History No change 1,182 61 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 11, 2026
BARD ASSOCIATES INC History No change 1,174 61 0.01% 0.01% 912 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 1,182 61 0.01% 0.01% 913 0 0.0% Q2 2026 Aug 04, 2026
TRUST CO OF VERMONT History No change 1,134 59 0.0% 0.0% 914 0 0.0% Q2 2026 Aug 07, 2026
KELLEHER FINANCIAL ADVISORS History No change 1,140 59 0.01% 0.01% 915 0 0.0% Q2 2026 Aug 06, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,111 58 0.01% 0.01% 916 0 0.0% Q2 2026 Jul 13, 2026
Abound Wealth Management History No change 1,105 57 0.01% 0.01% 917 0 0.0% Q2 2026 Jul 10, 2026
Federation des caisses Desjardins du Quebec History No change 1,089 57 0.0% 0.0% 918 0 0.0% Q2 2026 Aug 13, 2026
Founders Capital Management History No change 1,040 54 0.02% 0.02% 919 0 0.0% Q2 2026 Jul 21, 2026
First PREMIER Bank History No change 1,003 53 0.01% 0.01% 920 0 0.0% Q2 2026 Jul 15, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,016 53 0.02% 0.02% 921 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 997 52 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 06, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,005 52 0.01% 0.01% 923 0 0.0% Q2 2026 Jul 15, 2026
Tower Research Capital LLC (TRC) History No change 985 51 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 11, 2026
Purpose Unlimited Inc. History No change 975 51 0.0% 0.0% 925 0 0.0% Q2 2026 Aug 13, 2026
Tidemark, LLC History No change 948 49 0.01% 0.01% 926 0 0.0% Q2 2026 Aug 10, 2026
PITTENGER & ANDERSON INC History No change 888 46 0.0% 0.0% 927 0 0.0% Q2 2026 Jul 27, 2026
SHP Wealth Management History No change 884 46 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 11, 2026
PlanVest Financial, Inc History No change 881 46 0.03% 0.03% 929 0 0.0% Q2 2026 Aug 10, 2026
Darwin Wealth Management, LLC History No change 860 45 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 21, 2026
Independence Bank of Kentucky History No change 864 45 0.01% 0.01% 931 0 0.0% Q2 2026 Jul 13, 2026
Birchwood Financial Partners, Inc. History No change 850 44 0.04% 0.04% 932 0 0.0% Q2 2026 Aug 06, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 821 43 0.0% 0.0% 933 0 0.0% Q2 2026 Aug 10, 2026
Kennebec Savings Bank History No change 809 42 0.03% 0.03% 934 0 0.0% Q2 2026 Jul 13, 2026
BARRETT & COMPANY, INC. History No change 800 41 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 24, 2026
FAS Wealth Partners, Inc. History No change 800 41 0.0% 0.0% 936 0 0.0% Q2 2026 Jul 29, 2026
Bank of New Hampshire History No change 753 38 0.01% 0.01% 937 0 0.0% Q3 2026 Oct 06, 2026
Copia Wealth Management History No change 740 38 0.02% 0.02% 938 0 0.0% Q2 2026 Aug 17, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 682 35 0.01% 0.01% 939 0 0.0% Q2 2026 Aug 05, 2026
Aventura Private Wealth, LLC History No change 649 34 0.01% 0.01% 940 0 0.0% Q2 2026 Jul 15, 2026
Triumph Capital Management History No change 624 32 0.01% 0.01% 941 0 0.0% Q2 2026 Jul 20, 2026
Westfuller Advisors, LLC History No change 627 32 0.01% 0.01% 942 0 0.0% Q2 2026 Jul 29, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 546 29 0.0% 0.0% 943 0 0.0% Q2 2026 Aug 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 555 29 0.0% 0.0% 944 0 0.0% Q2 2026 Aug 11, 2026
High Note Wealth, LLC History No change 512 26 0.0% 0.0% 945 0 0.0% Q2 2026 Jul 23, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 500 26 0.0% 0.0% 946 0 0.0% Q2 2026 Jul 14, 2026
PFS Partners, LLC History No change 513 26 0.01% 0.01% 947 0 0.0% Q2 2026 Jul 20, 2026
Boreal Capital Management LLC History No change 501 26 0.02% 0.02% 948 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History No change 490 25 0.0% 0.0% 949 0 0.0% Q2 2026 Jul 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 493 25 0.0% 0.0% 950 0 0.0% Q2 2026 Jul 22, 2026
Indiana Trust & Investment Management Co History No change 461 24 0.01% 0.01% 951 0 0.0% Q2 2026 Jul 22, 2026
Granite Investment Partners, LLC History No change 476 24 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 450 23 0.01% 0.01% 953 0 0.0% Q2 2026 Sep 02, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 440 23 0.02% 0.02% 954 0 0.0% Q2 2026 Jul 09, 2026
Physician Wealth Advisors, Inc. History No change 427 22 0.0% 0.0% 955 0 0.0% Q2 2026 Jul 20, 2026
Asset Dedication, LLC History No change 371 19 0.0% 0.0% 956 0 0.0% Q2 2026 Jul 30, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 350 18 0.0% 0.0% 957 0 0.0% Q2 2026 Jul 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 350 18 0.0% 0.0% 958 0 0.0% Q2 2026 Jul 07, 2026
CKW FINANCIAL GROUP History No change 337 18 0.0% 0.0% 959 0 0.0% Q2 2026 Jul 24, 2026
Founders Financial Alliance, LLC History No change 334 17 0.0% 0.0% 960 0 0.0% Q2 2026 Aug 04, 2026
Medallion Wealth Advisors, LLC History No change 336 17 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 14, 2026
JCIC Asset Management Inc. History No change 320 16 0.0% 0.0% 962 0 0.0% Q2 2026 Jul 17, 2026
Axiom Investment Management LLC History No change 320 16 0.01% 0.01% 963 0 0.0% Q2 2026 Jul 30, 2026
Dogwood Wealth Management LLC History No change 318 16 0.01% 0.01% 964 0 0.0% Q2 2026 Jul 06, 2026
Planning Strategies Inc. History No change 329 16 0.01% 0.01% 965 0 0.0% Q3 2026 Oct 02, 2026
SRH ADVISORS, LLC History No change 300 15 0.0% 0.0% 966 0 0.0% Q2 2026 Jul 24, 2026
MTM Investment Management, LLC History No change 300 15 0.0% 0.0% 967 0 0.0% Q2 2026 Aug 03, 2026
Decker Retirement Planning Inc. History No change 283 14 0.0% 0.0% 968 0 0.0% Q2 2026 Jul 16, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 265 13 0.0% 0.0% 969 0 0.0% Q2 2026 Aug 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 249 13 0.01% 0.01% 970 0 0.0% Q2 2026 Aug 10, 2026
Nvest Wealth Strategies, Inc. History No change 255 13 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 10, 2026
Silicon Valley Capital Partners History No change 239 12 0.0% 0.0% 972 0 0.0% Q2 2026 Sep 21, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 200 10 0.0% 0.0% 973 0 0.0% Q2 2026 Jul 21, 2026
Westside Investment Management, Inc. History No change 208 10 0.0% 0.0% 974 0 0.0% Q2 2026 Jul 27, 2026
TSFG, LLC History No change 198 10 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 23, 2026
VANGUARD ADVISERS INC History No change 179 9 0.0% 0.0% 976 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 178 9 0.01% 0.01% 977 0 0.0% Q2 2026 Jul 24, 2026
ALERUS FINANCIAL NA History No change 156 8 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 13, 2026
Register Financial Advisors LLC History No change 161 8 0.0% 0.0% 979 0 0.0% Q2 2026 Jul 15, 2026
Harbor Asset Planning, Inc. History No change 158 8 0.01% 0.01% 980 0 0.0% Q2 2026 Jul 22, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 157 8 0.01% 0.01% 981 0 0.0% Q2 2026 Aug 05, 2026
MONTAG A & ASSOCIATES INC History No change 140 7 0.0% 0.0% 982 0 0.0% Q2 2026 Aug 05, 2026
LifeSteps Financial, Inc. History No change 150 7 0.0% 0.0% 983 0 0.0% Q2 2026 Jul 17, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 137 7 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 11, 2026
JNBA Financial Advisors History No change 119 6 0.0% 0.0% 985 0 0.0% Q2 2026 Jul 23, 2026
Kingdom Financial Group LLC. History No change 110 5 0.0% 0.0% 986 0 0.0% Q2 2026 Aug 07, 2026
SYNTAX RESEARCH, INC. History No change 99 5 0.0% 0.0% 987 0 0.0% Q2 2026 Jul 31, 2026
GAMMA Investing LLC History No change 98 5 0.0% 0.0% 988 0 0.0% Q2 2026 Jul 07, 2026
Caitlin John, LLC History No change 100 5 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 17, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 109 5 0.0% 0.0% 990 0 0.0% Q2 2026 Jul 21, 2026
Vision Retirement, LLC History No change 100 5 0.0% 0.0% 991 0 0.0% Q2 2026 Jul 21, 2026
Capital Advisors, Ltd. LLC History No change 80 4 0.0% 0.0% 992 0 0.0% Q2 2026 Jul 16, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 77 4 0.0% 0.0% 993 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN NATIONAL BANK & TRUST History No change 65 3 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 22, 2026
Balentine LLC History No change 60 3 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 06, 2026
CNB Bank History No change 69 3 0.0% 0.0% 996 0 0.0% Q2 2026 Aug 06, 2026
Quest 10 Wealth Builders, Inc. History No change 61 3 0.0% 0.0% 997 0 0.0% Q2 2026 Jul 24, 2026
JFS WEALTH ADVISORS, LLC History No change 51 2 0.0% 0.0% 998 0 0.0% Q2 2026 Jul 10, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 43 2 0.0% 0.0% 999 0 0.0% Q2 2026 Aug 04, 2026
SOFI WEALTH, LLC History No change 49 2 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 10, 2026
Olistico Wealth, LLC History No change 57 2 0.0% 0.0% 1001 0 0.0% Q3 2026 Oct 05, 2026
Lummis Asset Management, LP History No change 55 2 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 03, 2026
GGM Financial LLC History No change 53 2 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 23, 2026
LRI Investments, LLC History No change 49 2 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Financial Management LLC History No change 41 2 0.0% 0.0% 1005 0 0.0% Q2 2026 Aug 28, 2026
Silver Grove Financial Group, Inc. History No change 55 2 0.0% 0.0% 1006 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 22 1 0.0% 0.0% 1007 0 0.0% Q2 2026 Jul 31, 2026
Rosenberg Matthew Hamilton History No change 37 1 0.0% 0.0% 1008 0 0.0% Q3 2026 Oct 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 22 1 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 13, 2026
Sunrise Financial Services, LLC History No change 23 1 0.0% 0.0% 1010 0 0.0% Q2 2026 Aug 12, 2026
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.03% — -6,366 -100.0% Q3 2026 Oct 05, 2026
BARCLAYS PLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Dunhill Financial, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Ashton Thomas Private Wealth, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 29, 2026