iSHARES TRUST - IGV

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
GOLDMAN SACHS GROUP INC History No change 32,121,932 2,910,247 0.25% 0.25% 1 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 22,896,938 2,074,462 0.24% 0.24% 2 0 0.0% Q2 2026 Sep 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 19,635,003 1,778,931 0.14% 0.14% 3 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 19,628,200 1,778,314 0.15% 0.15% 4 0 0.0% Q2 2026 Aug 14, 2026
Elliott Investment Management L.P. History No change 15,750,000 1,426,950 6.29% 6.29% 5 0 0.0% Q2 2026 Aug 14, 2026
Varma Mutual Pension Insurance Co History No change 15,248,262 1,381,492 7.32% 7.32% 6 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,074,611 1,310,336 0.45% 0.45% 7 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 11,502,061 1,042,086 1.46% 1.46% 8 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 11,123,994 1,007,833 0.33% 0.33% 9 0 0.0% Q2 2026 Aug 03, 2026
BANK OF AMERICA CORP /DE/ History No change 9,626,317 872,144 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 8,274,243 749,646 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 13, 2026
PeakShares LLC History No change 8,000 724,800 0.54% 0.54% 12 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 3,429,256 310,690 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 2,770,543 251,011 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 2,696,390 244,292 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,267,818 205,464 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 2,036,410 184,498 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 1,894,901 171,678 0.67% 0.67% 18 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,843,566 167,027 0.23% 0.23% 19 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 1,724,569 156,245 1.05% 1.05% 20 0 0.0% Q2 2026 Jul 20, 2026
Squarepoint Ops LLC History No change 1,524,393 138,110 0.15% 0.15% 21 0 0.0% Q2 2026 Aug 14, 2026
Laura & John Arnold Foundation History No change 1,479,875 134,076 40.57% 40.57% 22 0 0.0% Q2 2026 Aug 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 1,461,587 132,361 0.19% 0.19% 23 0 0.0% Q2 2026 Aug 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 1,329,000 120,407 0.54% 0.54% 24 0 0.0% Q2 2026 Aug 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,324,838 120,030 0.77% 0.77% 25 0 0.0% Q2 2026 Aug 10, 2026
Phoenix Financial Ltd. History No change 1,314,160 119,034 0.81% 0.81% 26 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 1,308,542 117,624 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 1,277,739 115,764 0.16% 0.16% 28 0 0.0% Q2 2026 Aug 12, 2026
Walleye Trading LLC History No change 1,246,711 112,952 0.13% 0.13% 29 0 0.0% Q2 2026 Aug 03, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,035,322 93,800 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 970,443 87,922 0.02% 0.02% 31 0 0.0% Q2 2026 Sep 23, 2026
BlackRock, Inc. History No change 952,583 86,304 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 07, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 800,000 72,480 1.02% 1.02% 33 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 738,983 66,951 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 710,014 64,327 0.13% 0.13% 35 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 697,176 63,164 0.06% 0.06% 36 0 0.0% Q2 2026 Aug 05, 2026
Parallax Volatility Advisers, L.P. History No change 677,221 61,356 0.1% 0.1% 37 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 634,202 57,484 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 633,902 57,431 2.36% 2.36% 39 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 592,748 53,703 0.32% 0.32% 40 0 0.0% Q2 2026 Aug 17, 2026
OSAIC HOLDINGS, INC. History No change 552,079 50,018 0.06% 0.06% 41 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 544,355 49,318 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 04, 2026
CloudAlpha Capital Management Limited/Hong Kong History No change 525,000 47,565 1.35% 1.35% 43 0 0.0% Q2 2026 Aug 10, 2026
Schonfeld Strategic Advisors LLC History No change 482,109 43,679 0.16% 0.16% 44 0 0.0% Q2 2026 Aug 14, 2026
Ayalon Insurance Comp Ltd. History Added to 388,765 41,396 3.44% 2.75% 45 +141,740 57.38% Q3 2026 Oct 08, 2026
Capula Management Ltd History No change 450,000 40,770 0.15% 0.15% 46 0 0.0% Q2 2026 Aug 14, 2026
SP Asset Management LLC History No change 441,717 40,019 3.21% 3.21% 47 0 0.0% Q2 2026 Aug 04, 2026
MARSHALL WACE, LLP History No change 436,116 39,512 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 13, 2026
Centiva Capital, LP History No change 435,756 39,479 0.34% 0.34% 49 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 413,434 37,448 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 12, 2026
Haverford Trust Co History No change 355,940 32,248 0.28% 0.28% 51 0 0.0% Q2 2026 Aug 12, 2026
NOMURA HOLDINGS INC History No change 351,800 31,873 0.04% 0.04% 52 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 1,223 31,513 2.6% 2.6% 53 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 344,598 31,220 0.06% 0.06% 54 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 341,300 30,921 0.14% 0.14% 55 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 339,613 30,769 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 07, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 329,345 29,838 3.84% 3.84% 57 0 0.0% Q2 2026 Jul 22, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 325,549 29,494 0.13% 0.13% 58 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 315,542 28,588 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 27, 2026
J. Goldman & Co LP History No change 303,372 27,485 0.71% 0.71% 60 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 297,700 26,971 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 12, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 288,136 26,105 0.05% 0.05% 62 0 0.0% Q2 2026 Aug 17, 2026
STIFEL FINANCIAL CORP History No change 288,043 26,097 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 12, 2026
Atika Capital Management LLC History No change 2,720 24,643 1.62% 1.62% 64 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 267,300 24,217 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 261,112 23,657 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 05, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 256,956 23,280 0.35% 0.35% 67 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 254,501 23,136 0.39% 0.39% 68 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 254,501 23,136 0.39% 0.39% 69 0 0.0% Q2 2026 Jul 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 251,408 22,777 0.03% 0.03% 70 0 0.0% Q2 2026 Jul 29, 2026
Journey Advisory Group, LLC History No change 246,014 22,288 1.7% 1.7% 71 0 0.0% Q2 2026 Aug 04, 2026
Twin Tree Management, LP History No change 244,135 22,118 0.42% 0.42% 72 0 0.0% Q2 2026 Aug 12, 2026
Ninety One UK Ltd History No change 239,314 21,681 0.05% 0.05% 73 0 0.0% Q2 2026 Jul 16, 2026
LMR Partners LLP History No change 238,466 21,605 0.08% 0.08% 74 0 0.0% Q2 2026 Aug 14, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 211,582 19,169 2.37% 2.37% 75 0 0.0% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History No change 207,653 18,813 0.09% 0.09% 76 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 203,059 18,397 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 207,265 18,280 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History No change 200,000 18,120 0.32% 0.32% 79 0 0.0% Q2 2026 Aug 14, 2026
Hidden Lake Asset Management LP History No change 200,000 18,120 5.45% 5.45% 80 0 0.0% Q2 2026 Aug 14, 2026
Kapitalo Investimentos Ltda History No change 200,000 18,120 1.15% 1.15% 81 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 195,113 17,677 0.05% 0.05% 82 0 0.0% Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 192,847 17,471 1.14% 1.14% 83 0 0.0% Q2 2026 Aug 13, 2026
Y.D. More Investments Ltd History No change 178,220 16,146 0.5% 0.5% 84 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 177,524 16,083 0.09% 0.09% 85 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 176,782 16,016 0.04% 0.04% 86 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 175,870 15,933 0.03% 0.03% 87 0 0.0% Q2 2026 Jul 30, 2026
RiverFront Investment Group, LLC History No change 174,983 15,853 0.21% 0.21% 88 0 0.0% Q2 2026 Jul 29, 2026
Baker Avenue Asset Management, LP History No change 171,735 15,559 0.29% 0.29% 89 0 0.0% Q2 2026 Jul 28, 2026
Jefferies Financial Group Inc. History No change 158,971 14,402 0.09% 0.09% 90 0 0.0% Q2 2026 Aug 17, 2026
MinichMacGregor Wealth Management, LLC History No change 154,494 13,997 2.12% 2.12% 91 0 0.0% Q2 2026 Jul 16, 2026
Focused Wealth Management, Inc History No change 154,098 13,961 1.21% 1.21% 92 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History No change 153,241 13,883 0.2% 0.2% 93 0 0.0% Q2 2026 Jul 15, 2026
Arvest Bank Trust Division History No change 151,950 13,766 0.67% 0.67% 94 0 0.0% Q2 2026 Aug 13, 2026
Horizon Wealth Management, LLC History No change 151,353 13,712 1.75% 1.75% 95 0 0.0% Q2 2026 Aug 06, 2026
LOWE BROCKENBROUGH & CO INC History No change 150,394 13,625 0.61% 0.61% 96 0 0.0% Q2 2026 Aug 03, 2026
Maniro Ltd History No change 148,875 13,488 3.03% 3.03% 97 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 146,889 13,308 0.14% 0.14% 98 0 0.0% Q2 2026 Aug 11, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 144,697 13,109 0.93% 0.93% 99 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 142,305 12,892 0.02% 0.02% 100 0 0.0% Q2 2026 Jul 28, 2026
Parker Investment Management, LLC History No change 141,345 12,805 0.98% 0.98% 101 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 146,871 12,769 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 139,063 12,599 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 135,843 12,291 0.04% 0.04% 104 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 135,265 12,255 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 133,682 12,111 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 133,491 12,094 1.45% 1.45% 107 0 0.0% Q2 2026 Aug 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 126,630 11,701 0.02% 0.02% 108 0 0.0% Q2 2026 Jul 15, 2026
Insight Wealth Strategies, LLC History New 107,147 11,409 1.13% — 109 +107,147 New Q3 2026 Oct 09, 2026
Jain Global LLC History No change 125,000 11,325 0.04% 0.04% 110 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 123,162 11,158 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 118,279 10,716 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 11, 2026
GGM Financial LLC History No change 116,968 10,597 4.02% 4.02% 113 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 116,678 10,571 0.05% 0.05% 114 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 115,891 10,499 0.11% 0.11% 115 0 0.0% Q2 2026 Aug 13, 2026
Banco BTG Pactual S.A. History No change 112,900 10,228 0.86% 0.86% 116 0 0.0% Q2 2026 Aug 07, 2026
Bank of New York Mellon Corp History No change 110,231 9,986 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 06, 2026
Principle Wealth Partners LLC History No change 109,340 9,906 0.49% 0.49% 118 0 0.0% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 109,026 9,877 0.37% 0.37% 119 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 108,332 9,814 0.05% 0.05% 120 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 106,705 9,667 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 13, 2026
Deeter Investments LLP History No change 106,500 9,648 1.34% 1.34% 122 0 0.0% Q2 2026 Oct 08, 2026
Joseph Group Capital Management History No change 106,101 9,612 2.02% 2.02% 123 0 0.0% Q2 2026 Aug 06, 2026
Choate Investment Advisors History No change 106,071 9,610 0.17% 0.17% 124 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 105,771 9,582 0.05% 0.05% 125 0 0.0% Q2 2026 Jul 24, 2026
SCOTIA CAPITAL INC. History No change 105,700 9,576 0.04% 0.04% 126 0 0.0% Q2 2026 Aug 11, 2026
Well Done, LLC History No change 104,489 9,466 1.27% 1.27% 127 0 0.0% Q2 2026 Jul 24, 2026
Massar Capital Management, LP History No change 102,230 9,262 0.9% 0.9% 128 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 101,274 9,175 0.17% 0.17% 129 0 0.0% Q2 2026 Jul 20, 2026
ELEMENT CAPITAL MANAGEMENT LLC History No change 100,000 9,060 0.28% 0.28% 130 0 0.0% Q2 2026 Aug 14, 2026
BlueCrest Capital Management Ltd History No change 100,000 9,060 0.3% 0.3% 131 0 0.0% Q2 2026 Aug 14, 2026
CastleKnight Management LP History No change 100,000 9,060 0.12% 0.12% 132 0 0.0% Q2 2026 Aug 14, 2026
Murchinson Ltd. History No change 100,000 9,060 1.25% 1.25% 133 0 0.0% Q2 2026 Aug 13, 2026
Metavasi Capital LP History No change 100,000 9,060 3.16% 3.16% 134 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 99,428 9,008 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 13, 2026
Cadent Capital Advisors, LLC History Added to 81,907 8,721 1.87% 0.49% 136 +55,591 211.24% Q3 2026 Oct 09, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 95,903 8,688 0.46% 0.46% 137 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 95,443 8,647 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 07, 2026
CREDIT AGRICOLE S A History No change 94,683 8,578 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 14, 2026
ARVEST INVESTMENTS, INC. History No change 93,230 8,446 1.02% 1.02% 140 0 0.0% Q2 2026 Jul 17, 2026
Jessup Wealth Management, Inc History No change 91,105 8,254 2.46% 2.46% 141 0 0.0% Q2 2026 Aug 11, 2026
KWMG, LLC History Added to 77,228 8,223 0.59% 0.49% 142 +3,047 4.11% Q3 2026 Oct 07, 2026
PRING TURNER CAPITAL GROUP INC History No change 82,327 8,184 4.69% 4.69% 143 0 0.0% Q2 2026 Aug 10, 2026
Mountain Hill Investment Partners Corp. History No change 90,210 8,173 4.63% 4.63% 144 0 0.0% Q2 2026 Jul 16, 2026
Kestra Advisory Services, LLC History No change 89,977 8,151 0.03% 0.03% 145 0 0.0% Q2 2026 Jul 28, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 89,100 8,072 0.11% 0.11% 146 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 88,403 8,009 0.04% 0.04% 147 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 86,047 7,795 0.08% 0.08% 148 0 0.0% Q2 2026 Aug 03, 2026
Trilogy Capital Inc. History No change 82,278 7,454 0.29% 0.29% 149 0 0.0% Q2 2026 Jul 02, 2026
GROUP ONE TRADING LLC History No change 81,548 7,388 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 13, 2026
CMH Wealth Management LLC History No change 80,457 7,289 1.11% 1.11% 151 0 0.0% Q2 2026 Jul 09, 2026
Ninety One SA (PTY) Ltd History No change 80,849 7,285 0.39% 0.39% 152 0 0.0% Q2 2026 Jul 16, 2026
NFSG Corp History No change 80,305 7,275 0.9% 0.9% 153 0 0.0% Q2 2026 Aug 14, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 80,000 7,248 1.58% 1.58% 154 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 77,672 7,037 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 18, 2026
Chicago Wealth Management, Inc. History No change 76,747 6,953 2.47% 2.47% 156 0 0.0% Q2 2026 Aug 11, 2026
Silver Coast Investments LLC History No change 76,612 6,941 2.07% 2.07% 157 0 0.0% Q2 2026 Jul 24, 2026
Aurora Investment Managers, LLC. History No change 76,274 6,910 4.23% 4.23% 158 0 0.0% Q2 2026 Jul 08, 2026
PRINCIPAL SECURITIES, INC. History No change 73,948 6,699 0.08% 0.08% 159 0 0.0% Q2 2026 Aug 04, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 74,388 6,695 0.04% 0.04% 160 0 0.0% Q2 2026 Aug 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 72,999 6,613 0.14% 0.14% 161 0 0.0% Q2 2026 Jul 17, 2026
WCG Wealth Advisors LLC History No change 72,401 6,559 0.16% 0.16% 162 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 70,222 6,362 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 69,737 6,318 0.04% 0.04% 164 0 0.0% Q2 2026 Jul 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 68,950 6,246 0.06% 0.06% 165 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 68,582 6,213 0.04% 0.04% 166 0 0.0% Q2 2026 Sep 08, 2026
Graham Capital Management, L.P. History No change 67,000 6,070 0.11% 0.11% 167 0 0.0% Q2 2026 Aug 14, 2026
Concentric Capital Strategies, LP History No change 66,872 6,058 0.34% 0.34% 168 0 0.0% Q2 2026 Aug 14, 2026
Genesee Capital Advisors, LLC History No change 66,660 6,039 1.9% 1.9% 169 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 66,490 6,023 0.15% 0.15% 170 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 65,860 5,949 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 19, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 55,712 5,932 0.38% 0.4% 172 -9,733 -14.87% Q3 2026 Oct 08, 2026
Crestwood Advisors Group, LLC History No change 64,378 5,832 0.09% 0.09% 173 0 0.0% Q2 2026 Aug 03, 2026
JMAC ENTERPRISES LLC History No change 64,310 5,826 0.98% 0.98% 174 0 0.0% Q2 2026 Jul 28, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 63,384 5,742 1.8% 1.8% 175 0 0.0% Q2 2026 Aug 07, 2026
Bricktown Capital, LLC History No change 63,000 5,707 1.03% 1.03% 176 0 0.0% Q2 2026 Jul 15, 2026
Monument Capital Management History New 53,036 5,647 1.18% — 177 +53,036 New Q3 2026 Oct 08, 2026
Sigma Planning Corp History No change 59,617 5,401 0.14% 0.14% 178 0 0.0% Q2 2026 Aug 07, 2026
Chicago Partners Investment Group LLC History No change 60,881 5,302 0.11% 0.11% 179 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 57,430 5,203 0.03% 0.03% 180 0 0.0% Q2 2026 Jul 20, 2026
Cresset Asset Management, LLC History No change 55,033 4,986 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 54,915 4,975 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 07, 2026
VICUS CAPITAL History No change 54,659 4,952 0.32% 0.32% 183 0 0.0% Q2 2026 Aug 05, 2026
Morningstar Investment Management LLC History No change 61,715 4,940 0.3% 0.3% 184 0 0.0% Q2 2026 Jul 21, 2026
Private Capital Management, LLC History No change 53,495 4,846 0.43% 0.43% 185 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 53,277 4,826 0.15% 0.15% 186 0 0.0% Q2 2026 Aug 07, 2026
Alternative Investment Advisors, LLC. History No change 53,046 4,806 1.83% 1.83% 187 0 0.0% Q2 2026 Aug 31, 2026
STEPHENS INC /AR/ History No change 52,930 4,795 0.05% 0.05% 188 0 0.0% Q2 2026 Jul 29, 2026
San Luis Wealth Advisors LLC History No change 52,484 4,755 0.72% 0.72% 189 0 0.0% Q2 2026 Jul 16, 2026
HSBC HOLDINGS PLC History No change 52,432 4,748 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
GFS Advisors, LLC History No change 270 4,727 0.5% 0.5% 191 0 0.0% Q2 2026 Aug 04, 2026
Belvedere Trading LLC History No change 51,914 4,703 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 31, 2026
Bawa N Mallick Trust History No change 51,002 4,620 1.49% 1.49% 193 0 0.0% Q2 2026 Aug 14, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 50,966 4,617 3.36% 3.36% 194 0 0.0% Q2 2026 Jul 24, 2026
MYDA Advisors LLC History No change 50,000 4,530 0.67% 0.67% 195 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History No change 49,624 4,495 0.13% 0.13% 196 0 0.0% Q2 2026 Aug 11, 2026
SUMMIT SECURITIES GROUP LLC History No change 48,703 4,412 0.42% 0.42% 197 0 0.0% Q2 2026 Aug 03, 2026
SFMG, LLC History No change 48,072 4,355 0.26% 0.26% 198 0 0.0% Q2 2026 Aug 13, 2026
Vontobel Holding Ltd. History No change 47,768 4,327 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 03, 2026
HERBST GROUP, LLC History No change 47,630 4,315 2.35% 2.35% 200 0 0.0% Q2 2026 Jul 09, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 47,225 4,278 2.58% 2.58% 201 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 45,601 4,131 0.75% 0.75% 202 0 0.0% Q2 2026 Jul 20, 2026
Atria Investments, Inc History No change 45,209 4,095 0.04% 0.04% 203 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 45,006 4,077 0.04% 0.04% 204 0 0.0% Q2 2026 Aug 06, 2026
Spahn Wealth & Retirement LLC History No change 44,850 4,063 2.61% 2.61% 205 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 44,699 4,049 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 44,672 4,047 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 44,562 4,037 0.4% 0.4% 208 0 0.0% Q2 2026 Jul 13, 2026
COURIER CAPITAL LLC History No change 44,480 4,029 0.2% 0.2% 209 0 0.0% Q2 2026 Jul 16, 2026
Alpine Global Management, LLC History No change 43,974 3,984 0.65% 0.65% 210 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 43,507 3,941 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 43,207 3,914 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 42,826 3,880 0.04% 0.04% 213 0 0.0% Q2 2026 Aug 12, 2026
Sage Advisory Services, Ltd.Co. History No change 42,238 3,827 1.88% 1.88% 214 0 0.0% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 42,123 3,816 0.07% 0.07% 215 0 0.0% Q2 2026 Jul 15, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 35,393 3,768 0.21% 0.12% 216 +12,015 51.39% Q3 2026 Oct 09, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 41,563 3,764 0.07% 0.07% 217 0 0.0% Q2 2026 Aug 13, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 37,500 3,715 0.02% 0.02% 218 0 0.0% Q2 2026 Jul 29, 2026
Cordoba Advisory Partners LLC History No change 40,941 3,708 0.79% 0.79% 219 0 0.0% Q2 2026 Jul 21, 2026
Nan Shan Life Insurance Co., Ltd. History No change 39,888 3,613 0.11% 0.11% 220 0 0.0% Q2 2026 Aug 14, 2026
Retirement Management Systems Inc. History No change 39,582 3,586 0.73% 0.73% 221 0 0.0% Q2 2026 Jul 21, 2026
NewEdge Advisors, LLC History No change 39,568 3,584 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 12, 2026
Bank Pictet & Cie (Europe) AG History No change 39,341 3,564 0.07% 0.07% 223 0 0.0% Q2 2026 Jul 24, 2026
Ashton Thomas Private Wealth, LLC History No change 39,133 3,545 0.07% 0.07% 224 0 0.0% Q2 2026 Jul 29, 2026
VERUS CAPITAL PARTNERS, LLC History No change 38,659 3,502 0.19% 0.19% 225 0 0.0% Q2 2026 Aug 06, 2026
BANQUE PICTET & CIE SA History No change 38,505 3,488 0.02% 0.02% 226 0 0.0% Q2 2026 Jul 24, 2026
BTG Pactual Asset Management US LLC History No change 38,451 3,483 0.22% 0.22% 227 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 32,552 3,466 0.02% 0.03% 228 -11,321 -25.8% Q3 2026 Oct 08, 2026
RIA Advisory Group LLC History No change 37,590 3,405 0.74% 0.74% 229 0 0.0% Q2 2026 Jul 23, 2026
TD Waterhouse Canada Inc. History No change 36,780 3,365 0.01% 0.01% 230 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 36,862 3,339 0.04% 0.04% 231 0 0.0% Q2 2026 Jul 22, 2026
Dynamic Wealth Strategies, LLC History No change 36,691 3,324 1.77% 1.77% 232 0 0.0% Q2 2026 Jul 23, 2026
Hudock, Inc. History No change 36,216 3,281 0.42% 0.42% 233 0 0.0% Q2 2026 Jul 31, 2026
Spartan Wealth Advisory Services LLC History No change 36,212 3,280 0.27% 0.27% 234 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 35,536 3,219 0.04% 0.04% 235 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 35,518 3,217 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 13, 2026
SFI Advisors, LLC History No change 35,387 3,206 2.77% 2.77% 237 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Partners, LTD. History No change 35,334 3,201 0.03% 0.03% 238 0 0.0% Q2 2026 Aug 11, 2026
Sharper & Granite LLC History No change 34,617 3,136 0.97% 0.97% 239 0 0.0% Q2 2026 Jul 16, 2026
Rockingstone Advisors LLC History No change 34,578 3,132 1.26% 1.26% 240 0 0.0% Q2 2026 Jul 13, 2026
Paragon Advisors, LLC History No change 34,183 3,096 0.65% 0.65% 241 0 0.0% Q2 2026 Jul 29, 2026
Fortis Group Advisors, LLC History No change 34,016 3,081 0.49% 0.49% 242 0 0.0% Q2 2026 Jul 24, 2026
Intesa Sanpaolo S.p.A. History No change 34,050 3,080 0.11% 0.11% 243 0 0.0% Q2 2026 Jul 31, 2026
Trek Financial, LLC History No change 33,861 3,067 0.15% 0.15% 244 0 0.0% Q2 2026 Aug 13, 2026
Banco Santander, S.A. History No change 33,811 3,063 0.02% 0.02% 245 0 0.0% Q2 2026 Jul 29, 2026
KKM Financial LLC History No change 33,753 3,058 0.42% 0.42% 246 0 0.0% Q2 2026 Aug 14, 2026
Aster Capital Management (DIFC) Ltd History No change 33,472 3,032 0.65% 0.65% 247 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Concepts, LLC History No change 33,060 2,995 0.89% 0.89% 248 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 32,714 2,963 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 32,601 2,953 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 11, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 32,343 2,930 0.49% 0.49% 251 0 0.0% Q2 2026 Jul 21, 2026
BANK HAPOALIM BM History No change 32,226 2,920 0.19% 0.19% 252 0 0.0% Q2 2026 Aug 05, 2026
Tidal Investments LLC History No change 32,027 2,901 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 31,996 2,898 0.02% 0.02% 254 0 0.0% Q2 2026 Jul 27, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 29,606 2,800 1.5% 1.5% 255 0 0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 30,900 2,799 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 13, 2026
Longitude (Cayman) Ltd. History No change 30,400 2,754 0.88% 0.88% 257 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Management, LLC History No change 29,777 2,697 1.67% 1.67% 258 0 0.0% Q2 2026 Jul 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 28,791 2,687 0.16% 0.16% 259 0 0.0% Q2 2026 Jul 22, 2026
FORTE ASSET MANAGEMENT LLC History No change 29,646 2,685 1.1% 1.1% 260 0 0.0% Q2 2026 Jul 21, 2026
Arax Advisory Partners History No change 29,498 2,672 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 29,375 2,661 0.05% 0.05% 262 0 0.0% Q2 2026 Jul 09, 2026
Advocacy Wealth Management, LLC History No change 29,123 2,638 0.1% 0.1% 263 0 0.0% Q2 2026 Jul 29, 2026
NORTHERN TRUST CORP History No change 28,764 2,606 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 28,622 2,593 0.08% 0.08% 265 0 0.0% Q2 2026 Jul 15, 2026
Marathon Trading Investment Management LLC History No change 28,470 2,579 0.08% 0.08% 266 0 0.0% Q2 2026 Aug 12, 2026
Westwind Capital History Reduced 23,764 2,530 0.59% 0.56% 267 -2,451 -9.35% Q3 2026 Oct 08, 2026
Future Financial Wealth Managment LLC History No change 28,553 2,486 1.55% 1.55% 268 0 0.0% Q2 2026 Jul 24, 2026
Y-Intercept (Hong Kong) Ltd History No change 27,427 2,484 0.05% 0.05% 269 0 0.0% Q2 2026 Jul 13, 2026
Ebert Capital Management Inc. History Reduced 23,253 2,475 2.15% 2.1% 270 -1,441 -5.84% Q3 2026 Oct 08, 2026
GUERRA PAN ADVISORS, LLC History No change 27,273 2,470 1.38% 1.38% 271 0 0.0% Q2 2026 Aug 12, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 26,705 2,419 0.16% 0.16% 272 0 0.0% Q2 2026 Jul 24, 2026
FLOYD FINANCIAL GROUP LLC History No change 25,774 2,413 1.58% 1.58% 273 0 0.0% Q2 2026 Jul 22, 2026
Argyle Capital Partners, LLC History No change 26,576 2,407 1.52% 1.52% 274 0 0.0% Q2 2026 Aug 07, 2026
NTV ASSET MANAGEMENT LLC History No change 26,462 2,397 0.23% 0.23% 275 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 26,314 2,384 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 12, 2026
PSI Advisors, LLC History No change 26,249 2,378 0.55% 0.55% 277 0 0.0% Q2 2026 Aug 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 25,628 2,321 0.12% 0.12% 278 0 0.0% Q2 2026 Jul 31, 2026
Quantinno Capital Management LP History No change 25,589 2,318 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 25,269 2,289 0.05% 0.05% 280 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 25,171 2,280 0.05% 0.05% 281 0 0.0% Q2 2026 Aug 14, 2026
Intellectus Partners, LLC History No change 24,762 2,243 0.39% 0.39% 282 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 24,642 2,232 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 13, 2026
GC Wealth Management RIA, LLC History No change 24,522 2,221 0.13% 0.13% 284 0 0.0% Q2 2026 Jul 16, 2026
CURIO WEALTH, LLC History No change 24,011 2,175 0.67% 0.67% 285 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History No change 23,750 2,152 0.06% 0.06% 286 0 0.0% Q2 2026 Jul 28, 2026
Ethos Financial Group, LLC History No change 23,140 2,137 0.14% 0.14% 287 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 23,516 2,130 0.01% 0.01% 288 0 0.0% Q2 2026 Sep 23, 2026
Horizon Investments, LLC History No change 23,468 2,126 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 13, 2026
Keystone Wealth Services, LLC History No change 23,225 2,104 0.39% 0.39% 290 0 0.0% Q2 2026 Aug 05, 2026
Stone Summit Wealth LLC History No change 23,019 2,085 0.53% 0.53% 291 0 0.0% Q2 2026 Jul 23, 2026
Ruggiero Investments, Inc. History No change 22,692 2,055 1.73% 1.73% 292 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 1,349,322 2,040 0.13% 0.13% 293 0 0.0% Q2 2026 Jul 20, 2026
Capstone Capital Management Ltd History No change 22,200 2,011 0.9% 0.9% 294 0 0.0% Q2 2026 Jul 20, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 22,081 2,000 0.07% 0.07% 295 0 0.0% Q2 2026 Aug 13, 2026
NorthRock Partners, LLC History No change 22,003 1,993 0.03% 0.03% 296 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 21,936 1,987 0.91% 0.91% 297 0 0.0% Q2 2026 Jul 30, 2026
FIRST MANHATTAN CO. LLC. History No change 21,927 1,986 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 14, 2026
CenterStar Asset Management, LLC History New 18,500 1,969 0.46% — 299 +18,500 New Q3 2026 Oct 09, 2026
Capital Investment Advisors, LLC History No change 21,329 1,932 0.03% 0.03% 300 0 0.0% Q2 2026 Aug 06, 2026
Hartford Financial Management Inc. History No change 21,317 1,931 0.43% 0.43% 301 0 0.0% Q2 2026 Jul 23, 2026
BANTA ASSET MANAGEMENT LP History No change 21,320 1,931 1.72% 1.72% 302 0 0.0% Q2 2026 Jul 22, 2026
Freestone Capital Holdings, LLC History No change 20,737 1,878 0.05% 0.05% 303 0 0.0% Q2 2026 Jul 31, 2026
FFT WEALTH MANAGEMENT LLC History No change 20,702 1,875 0.29% 0.29% 304 0 0.0% Q2 2026 Jul 27, 2026
FDx Advisors, Inc. History No change 20,458 1,854 0.56% 0.56% 305 0 0.0% Q2 2026 Aug 04, 2026
Guardian Asset Advisors, LLC History No change 20,400 1,848 0.85% 0.85% 306 0 0.0% Q2 2026 Jul 21, 2026
SIH Partners, LLLP History No change 20,392 1,847 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Group LLC History No change 20,110 1,821 0.64% 0.64% 308 0 0.0% Q2 2026 Jul 21, 2026
Cavalier Investments, LLC History No change 20,085 1,819 0.08% 0.08% 309 0 0.0% Q2 2026 Aug 14, 2026
SIG BROKERAGE, LP History No change 20,000 1,812 0.04% 0.04% 310 0 0.0% Q2 2026 Aug 14, 2026
Shay Capital LLC History No change 20,000 1,812 0.12% 0.12% 311 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 19,900 1,802 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 13, 2026
Joule Financial, LLC History No change 19,897 1,802 0.49% 0.49% 313 0 0.0% Q2 2026 Jul 15, 2026
Legal & General Group Plc History No change 19,800 1,780 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 18,962 1,718 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 18,834 1,706 0.17% 0.17% 316 0 0.0% Q2 2026 Jul 24, 2026
Sowell Financial Services LLC History No change 18,754 1,699 0.06% 0.06% 317 0 0.0% Q2 2026 Jul 17, 2026
MATAURO, LLC History No change 18,760 1,699 0.22% 0.22% 318 0 0.0% Q2 2026 Jul 21, 2026
LRI Investments, LLC History No change 18,648 1,689 0.14% 0.14% 319 0 0.0% Q2 2026 Jul 14, 2026
Colonial Trust Advisors History No change 18,561 1,681 0.12% 0.12% 320 0 0.0% Q2 2026 Aug 11, 2026
GoalVest Advisory LLC History New 60,650 1,637 0.28% — 321 +60,650 New Q3 2026 Oct 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 17,780 1,610 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 17,760 1,609 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 17,696 1,603 0.01% 0.01% 324 0 0.0% Q2 2026 Jul 13, 2026
HB Wealth Management, LLC History No change 17,643 1,598 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 29, 2026
Cascade Wealth Advisors, Inc History No change 15,521 1,593 0.64% 0.64% 326 0 0.0% Q2 2026 Aug 10, 2026
Cinctive Capital Management LP History No change 17,513 1,586 0.06% 0.06% 327 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 17,439 1,579 0.38% 0.38% 328 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 17,156 1,554 0.02% 0.02% 329 0 0.0% Q2 2026 Aug 18, 2026
WESBANCO BANK INC History No change 16,775 1,519 0.04% 0.04% 330 0 0.0% Q2 2026 Jul 28, 2026
Altura Wealth Advisors Inc. History No change 16,529 1,497 0.5% 0.5% 331 0 0.0% Q2 2026 Jul 22, 2026
Main Management LLC History No change 16,202 1,468 0.1% 0.1% 332 0 0.0% Q2 2026 Aug 14, 2026
WP Advisors, LLC History No change 15,992 1,448 0.35% 0.35% 333 0 0.0% Q2 2026 Jul 29, 2026
Empirical Asset Management, LLC History No change 15,950 1,445 0.33% 0.33% 334 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 15,914 1,441 0.08% 0.08% 335 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 15,908 1,441 0.02% 0.02% 336 0 0.0% Q2 2026 Aug 10, 2026
JTC Employer Solutions Trustee Ltd History No change 15,753 1,426 0.11% 0.11% 337 0 0.0% Q2 2026 Jul 31, 2026
Modern Wealth Management, LLC History No change 15,707 1,423 0.02% 0.02% 338 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Counsel, Inc History No change 15,565 1,410 0.15% 0.15% 339 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 15,513 1,405 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 15,427 1,397 0.02% 0.02% 341 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 15,407 1,395 0.02% 0.02% 342 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD BANCORP History No change 15,183 1,375 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 05, 2026
HARMONY ASSET MANAGEMENT LLC History No change 15,095 1,367 0.37% 0.37% 344 0 0.0% Q2 2026 Jul 20, 2026
Colonial Trust Co / SC History No change 15,055 1,363 0.17% 0.17% 345 0 0.0% Q2 2026 Aug 11, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 15,000 1,359 0.02% 0.02% 346 0 0.0% Q2 2026 Aug 10, 2026
GWN SECURITIES INC. History No change 14,824 1,343 0.22% 0.22% 347 0 0.0% Q2 2026 Aug 05, 2026
Heritage Wealth Management, Inc. History No change 14,765 1,337 0.33% 0.33% 348 0 0.0% Q2 2026 Jul 28, 2026
VALLEY NATIONAL ADVISERS INC History No change 14,682 1,330 0.15% 0.15% 349 0 0.0% Q2 2026 Jul 29, 2026
KCM INVESTMENT ADVISORS LLC History No change 14,485 1,312 0.04% 0.04% 350 0 0.0% Q2 2026 Aug 13, 2026
Global Financial Private Client, LLC History No change 14,420 1,306 0.35% 0.35% 351 0 0.0% Q2 2026 Jul 20, 2026
Alexis Investment Partners, LLC History No change 14,418 1,296 0.76% 0.76% 352 0 0.0% Q2 2026 Jul 23, 2026
Runnymede Capital Advisors, Inc. History No change 14,305 1,296 0.77% 0.77% 353 0 0.0% Q2 2026 Jul 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 14,302 1,295 0.05% 0.05% 354 0 0.0% Q2 2026 Aug 14, 2026
Generation Capital Management LLC History No change 14,080 1,275 0.78% 0.78% 355 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 14,071 1,274 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 14,110 1,269 0.02% 0.02% 357 0 0.0% Q2 2026 Aug 10, 2026
PINNACLE ASSOCIATES LTD History No change 13,829 1,252 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 03, 2026
KINTRA WEALTH, LLC History No change 11,655 1,238 0.06% 0.06% 359 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 13,395 1,213 0.04% 0.04% 360 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 13,365 1,210 0.08% 0.08% 361 0 0.0% Q2 2026 Aug 14, 2026
Houlihan Financial Resource Group, Ltd. History No change 13,283 1,203 0.43% 0.43% 362 0 0.0% Q2 2026 Aug 10, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 13,254 1,200 0.16% 0.16% 363 0 0.0% Q2 2026 Jul 20, 2026
CreativeOne Wealth, LLC History No change 13,224 1,198 0.03% 0.03% 364 0 0.0% Q2 2026 Aug 13, 2026
STG SECURITIES, LLC History No change 13,220 1,197 0.08% 0.08% 365 0 0.0% Q2 2026 Aug 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 13,190 1,194 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 13,159 1,192 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 14, 2026
AFT, FORSYTH & COMPANY, INC. History No change 13,090 1,186 0.57% 0.57% 368 0 0.0% Q2 2026 Aug 14, 2026
Eagle Strategies LLC History No change 12,998 1,177 0.12% 0.12% 369 0 0.0% Q2 2026 Jul 21, 2026
TRITONPOINT WEALTH, LLC History No change 12,957 1,173 0.12% 0.12% 370 0 0.0% Q2 2026 Aug 11, 2026
Evergreen Private Wealth LLC History No change 12,958 1,173 0.43% 0.43% 371 0 0.0% Q2 2026 Jul 23, 2026
TritonPoint Partners, LLC History No change 12,957 1,173 0.1% 0.1% 372 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 12,910 1,169 0.02% 0.02% 373 0 0.0% Q2 2026 Jul 21, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 12,779 1,157 0.07% 0.07% 374 0 0.0% Q2 2026 Jul 23, 2026
Union Bancaire Privee, UBP SA History No change 14,371 1,157 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 16, 2026
OAK FAMILY ADVISORS, LLC History No change 12,576 1,139 0.29% 0.29% 376 0 0.0% Q2 2026 Jul 20, 2026
Cardinal Point Capital Management ULC History No change 12,565 1,138 0.06% 0.06% 377 0 0.0% Q2 2026 Jul 14, 2026
MARINER INVESTMENT GROUP LLC History No change 12,500 1,132 0.24% 0.24% 378 0 0.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 12,470 1,129 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 11, 2026
Flagship Private Wealth, LLC History No change 12,431 1,126 0.4% 0.4% 380 0 0.0% Q2 2026 Aug 04, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 12,300 1,114 0.05% 0.05% 381 0 0.0% Q2 2026 Jul 24, 2026
MIDDLETON & CO INC/MA History No change 12,221 1,107 0.12% 0.12% 382 0 0.0% Q2 2026 Aug 10, 2026
Venture Visionary Partners LLC History Reduced 10,382 1,105 0.03% 0.03% 383 -979 -8.62% Q3 2026 Oct 07, 2026
Cornerstone Wealth Management, LLC History No change 12,154 1,101 0.05% 0.05% 384 0 0.0% Q2 2026 Jul 22, 2026
VIAWEALTH, LLC History No change 12,049 1,091 0.55% 0.55% 385 0 0.0% Q2 2026 Aug 11, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 11,895 1,077 0.17% 0.17% 386 0 0.0% Q2 2026 Jul 15, 2026
Cassaday & Co Wealth Management LLC History No change 11,865 1,074 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 10, 2026
Hills Bank & Trust Co History No change 11,777 1,066 0.05% 0.05% 388 0 0.0% Q2 2026 Aug 10, 2026
LGL PARTNERS, LLC History No change 11,635 1,054 0.39% 0.39% 389 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Wealth LLC History No change 11,440 1,036 0.08% 0.08% 390 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 11,427 1,035 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 11,393 1,032 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 07, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 11,387 1,031 0.13% 0.13% 393 0 0.0% Q2 2026 Jul 23, 2026
SteelPeak Wealth, LLC History No change 11,354 1,028 0.03% 0.03% 394 0 0.0% Q2 2026 Jul 13, 2026
Berkshire Money Management, Inc. History No change 11,230 1,017 0.09% 0.09% 395 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 11,161 1,011 0.04% 0.04% 396 0 0.0% Q2 2026 Aug 13, 2026
IPG Investment Advisors LLC History No change 11,151 1,010 0.15% 0.15% 397 0 0.0% Q2 2026 Aug 12, 2026
Advisor Resource Council History No change 10,660 1,010 0.28% 0.28% 398 0 0.0% Q2 2026 Jul 28, 2026
BANK OF NOVA SCOTIA History No change 11,062 1,001 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 12,240 987 0.02% 0.02% 400 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 10,881 985 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 12, 2026
JT Stratford LLC History No change 10,859 983 0.11% 0.11% 402 0 0.0% Q2 2026 Aug 14, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 10,790 977 0.44% 0.44% 403 0 0.0% Q2 2026 Aug 17, 2026
Sound View Wealth Advisors Group, LLC History No change 10,751 974 0.06% 0.06% 404 0 0.0% Q2 2026 Aug 11, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 10,754 974 0.34% 0.34% 405 0 0.0% Q2 2026 Aug 03, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 10,417 943 0.08% 0.08% 406 0 0.0% Q2 2026 Jul 27, 2026
Sterling Investment Counsel, LLC History No change 10,355 938 0.22% 0.22% 407 0 0.0% Q2 2026 Jul 20, 2026
LM Advisors LLC History No change 10,355 938 0.11% 0.11% 408 0 0.0% Q2 2026 Aug 12, 2026
Next Capital Management LLC History No change 10,342 936 0.25% 0.25% 409 0 0.0% Q2 2026 Aug 03, 2026
Advocate Investing Services LLC History No change 10,300 933 0.72% 0.72% 410 0 0.0% Q2 2026 Jul 28, 2026
MONETARY MANAGEMENT GROUP INC History No change 10,275 930 0.19% 0.19% 411 0 0.0% Q2 2026 Aug 12, 2026
Carr Financial Group Corp History No change 10,225 926 0.21% 0.21% 412 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 10,205 924 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 13, 2026
Allen Investment Management, LLC History No change 10,207 924 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 05, 2026
Raab & Moskowitz Asset Management LLC History No change 10,190 923 0.19% 0.19% 415 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 10,166 921 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 06, 2026
Tortuga Wealth Management, Inc History No change 10,130 917 0.7% 0.7% 417 0 0.0% Q2 2026 Jul 30, 2026
K2 PRINCIPAL FUND, L.P. History No change 10,000 906 0.07% 0.07% 418 0 0.0% Q2 2026 Aug 07, 2026
III Capital Management History No change 10,000 906 0.23% 0.23% 419 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 9,957 902 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 04, 2026
Patten Group, Inc. History No change 9,927 899 0.14% 0.14% 421 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History No change 9,878 894 0.02% 0.02% 422 0 0.0% Q2 2026 Jul 30, 2026
Ameritas Advisory Services, LLC History No change 9,821 889 0.02% 0.02% 423 0 0.0% Q2 2026 Aug 14, 2026
Ulland Investment Advisors, LLC History No change 9,802 888 0.66% 0.66% 424 0 0.0% Q2 2026 Jul 16, 2026
TCTC Holdings, LLC History No change 9,775 885 0.02% 0.02% 425 0 0.0% Q2 2026 Aug 11, 2026
Investment Partners Asset Management, Inc. History Reduced 8,295 883 0.48% 0.44% 426 -530 -6.01% Q3 2026 Oct 08, 2026
PACIFIC SUN FINANCIAL CORP History No change 9,745 882 0.36% 0.36% 427 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 9,638 873 0.02% 0.02% 428 0 0.0% Q2 2026 Aug 10, 2026
Apollon Financial, LLC History No change 9,600 869 0.1% 0.1% 429 0 0.0% Q2 2026 Jul 22, 2026
Odyssey Capital Advisors, Inc. History No change 9,584 868 0.62% 0.62% 430 0 0.0% Q2 2026 Jul 31, 2026
Jacobi Capital Management LLC History No change 9,580 867 0.04% 0.04% 431 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Holdings Inc. History No change 9,510 861 0.07% 0.07% 432 0 0.0% Q2 2026 Aug 13, 2026
Arsenal Capital Advisors LLC History No change 9,484 859 0.51% 0.51% 433 0 0.0% Q2 2026 Aug 11, 2026
United Asset Strategies, Inc. History No change 9,347 846 0.06% 0.06% 434 0 0.0% Q2 2026 Jul 13, 2026
Csenge Advisory Group History No change 9,335 845 0.03% 0.03% 435 0 0.0% Q2 2026 Aug 10, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 9,322 844 0.02% 0.02% 436 0 0.0% Q2 2026 Aug 11, 2026
Woodline Partners LP History No change 9,321 844 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 9,306 843 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 11, 2026
Calamos Wealth Management LLC History No change 9,300 842 0.03% 0.03% 439 0 0.0% Q2 2026 Jul 31, 2026
Allianz Asset Management GmbH History No change 9,300 842 0.0% 0.0% 440 0 0.0% Q2 2026 Sep 02, 2026
Planning Strategies Inc. History Added to 7,849 835 0.49% 0.36% 441 +1,465 22.95% Q3 2026 Oct 02, 2026
StoneX Group Inc. History No change 9,203 833 0.03% 0.03% 442 0 0.0% Q2 2026 Aug 12, 2026
EFG International AG History No change 8,960 812 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 14, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 8,953 811 0.17% 0.17% 444 0 0.0% Q2 2026 Jul 16, 2026
Yarbrough Capital, LLC History No change 8,945 810 0.02% 0.02% 445 0 0.0% Q2 2026 Aug 10, 2026
HighPoint Advisor Group LLC History No change 8,862 802 0.03% 0.03% 446 0 0.0% Q2 2026 Aug 05, 2026
Citizens National Bank Trust Department History No change 8,723 790 0.12% 0.12% 447 0 0.0% Q2 2026 Jul 22, 2026
EP Wealth Advisors, LLC History No change 8,716 789 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 8,618 780 0.02% 0.02% 449 0 0.0% Q2 2026 Jul 14, 2026
Montis Financial, LLC History No change 8,588 778 0.16% 0.16% 450 0 0.0% Q2 2026 Aug 05, 2026
Goelzer Investment Management, Inc. History No change 8,577 777 0.03% 0.03% 451 0 0.0% Q2 2026 Jul 14, 2026
Key Client Fiduciary Advisors, LLC History No change 8,580 777 0.22% 0.22% 452 0 0.0% Q2 2026 Jul 09, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 8,568 776 0.09% 0.09% 453 0 0.0% Q2 2026 Aug 14, 2026
Triangle Securities Wealth Management History No change 8,450 765 0.15% 0.15% 454 0 0.0% Q2 2026 Jul 14, 2026
United Community Bank History No change 8,265 748 0.23% 0.23% 455 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 8,247 747 0.15% 0.15% 456 0 0.0% Q2 2026 Jul 15, 2026
LOM Asset Management Ltd History No change 8,245 746 0.19% 0.19% 457 0 0.0% Q2 2026 Aug 04, 2026
Strategic Blueprint, LLC History No change 8,218 744 0.04% 0.04% 458 0 0.0% Q2 2026 Jul 23, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 8,169 740 0.11% 0.11% 459 0 0.0% Q2 2026 Aug 10, 2026
LMCG INVESTMENTS, LLC History No change 8,041 728 0.04% 0.04% 460 0 0.0% Q2 2026 Jul 22, 2026
Bulltick Wealth Management, LLC History No change 8,028 727 0.15% 0.15% 461 0 0.0% Q2 2026 Jul 30, 2026
Gerber Kawasaki Wealth & Investment Management History No change 7,982 723 0.02% 0.02% 462 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Group, LLC History No change 7,936 718 0.02% 0.02% 463 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History No change 7,935 718 0.01% 0.01% 464 0 0.0% Q2 2026 Jul 15, 2026
CAHILL FINANCIAL ADVISORS INC History No change 7,911 716 0.07% 0.07% 465 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 7,855 711 0.0% 0.0% 466 0 0.0% Q2 2026 Jul 28, 2026
WEST MICHIGAN ADVISORS, LLC History No change 7,791 705 0.13% 0.13% 467 0 0.0% Q2 2026 Aug 21, 2026
Telos Capital Management, Inc. History No change 7,634 691 0.06% 0.06% 468 0 0.0% Q2 2026 Jul 22, 2026
CHATHAM CAPITAL GROUP, INC. History No change 7,625 690 0.09% 0.09% 469 0 0.0% Q2 2026 Jul 10, 2026
Leonteq Securities AG History No change 7,600 688 0.02% 0.02% 470 0 0.0% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History No change 7,562 685 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Advisory Services, LLC History No change 7,526 681 0.04% 0.04% 472 0 0.0% Q2 2026 Jul 23, 2026
HOLDERNESS INVESTMENTS CO History No change 7,500 679 0.11% 0.11% 473 0 0.0% Q2 2026 Aug 12, 2026
LJI Wealth Management, LLC History No change 7,494 678 0.09% 0.09% 474 0 0.0% Q2 2026 Jul 31, 2026
PFG Investments, LLC History No change 7,474 677 0.03% 0.03% 475 0 0.0% Q2 2026 Jul 23, 2026
Marex Group Ltd History No change 7,424 672 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 14, 2026
Financial Solutions Advisory Group, Inc. History No change 7,157 671 0.08% 0.08% 477 0 0.0% Q2 2026 Jul 13, 2026
AlphaCore Capital LLC History No change 7,394 669 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History No change 7,333 659 0.04% 0.04% 479 0 0.0% Q2 2026 Jul 14, 2026
Rathbones Group PLC History No change 7,260 657 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 23, 2026
Saranac Partners Ltd History No change 7,200 652 0.19% 0.19% 481 0 0.0% Q2 2026 Aug 13, 2026
HBK Sorce Advisory LLC History No change 6,425 650 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 06, 2026
Huntleigh Advisors, Inc. History No change 7,133 646 0.09% 0.09% 483 0 0.0% Q2 2026 Aug 04, 2026
Ignite Planners, LLC History No change 7,111 644 0.09% 0.09% 484 0 0.0% Q2 2026 Jul 23, 2026
First Growth Capital LLC History No change 7,092 642 0.49% 0.49% 485 0 0.0% Q2 2026 Jul 16, 2026
Curbstone Financial Management Corp History No change 7,086 641 0.11% 0.11% 486 0 0.0% Q2 2026 Jul 14, 2026
Bayesian Capital Management, LP History No change 7,060 639 0.41% 0.41% 487 0 0.0% Q2 2026 Aug 14, 2026
Roxbury Financial LLC History Added to 6,000 638 0.49% 0.42% 488 +192 3.31% Q3 2026 Oct 01, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 7,030 636 0.03% 0.03% 489 0 0.0% Q2 2026 Jul 27, 2026
MONEY CONCEPTS CAPITAL CORP History No change 6,985 632 0.03% 0.03% 490 0 0.0% Q2 2026 Aug 04, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 6,932 628 0.25% 0.25% 491 0 0.0% Q2 2026 Jul 27, 2026
NVWM, LLC History No change 6,911 626 0.13% 0.13% 492 0 0.0% Q2 2026 Jul 28, 2026
Silphium Asset Management Ltd History No change 6,900 625 0.21% 0.21% 493 0 0.0% Q2 2026 Jul 30, 2026
WBH ADVISORY INC History No change 6,837 619 0.04% 0.04% 494 0 0.0% Q2 2026 Aug 05, 2026
HUB Investment Partners, LLC History No change 6,763 612 0.01% 0.01% 495 0 0.0% Q2 2026 Jul 31, 2026
Balentine LLC History No change 6,724 609 0.02% 0.02% 496 0 0.0% Q2 2026 Aug 06, 2026
Composition Wealth, LLC History No change 6,711 608 0.01% 0.01% 497 0 0.0% Q2 2026 Jul 22, 2026
Kropog Financial Group, LLC History No change 6,717 608 0.43% 0.43% 498 0 0.0% Q2 2026 Aug 06, 2026
Legacy Edge Advisors, LLC History No change 6,696 606 0.06% 0.06% 499 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 6,656 603 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 03, 2026
BROWN ADVISORY INC History No change 6,639 601 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 6,632 600 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 07, 2026
Simplicity Wealth,LLC History No change 6,621 599 0.02% 0.02% 503 0 0.0% Q2 2026 Aug 06, 2026
Ethos Capital Management, Inc. History No change 6,568 595 0.42% 0.42% 504 0 0.0% Q2 2026 Jul 16, 2026
One Capital Management, LLC History No change 7,415 593 0.02% 0.02% 505 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 6,546 592 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 6,533 591 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 12, 2026
Stelac Advisory Services LLC History No change 6,522 590 0.11% 0.11% 508 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 6,503 589 0.03% 0.03% 509 0 0.0% Q2 2026 Jul 16, 2026
GSA CAPITAL PARTNERS LLP History No change 6,444 584 0.04% 0.04% 510 0 0.0% Q2 2026 Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 6,424 581 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 14, 2026
Mathes Company, Inc. History No change 6,400 580 0.18% 0.18% 512 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 6,408 580 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 10, 2026
Avantax Planning Partners, Inc. History No change 6,375 577 0.01% 0.01% 514 0 0.0% Q2 2026 Jul 28, 2026
Northstar Group, Inc. History No change 6,315 572 0.07% 0.07% 515 0 0.0% Q2 2026 Aug 03, 2026
SWMG, LLC History No change 6,103 571 0.13% 0.13% 516 0 0.0% Q2 2026 Jul 15, 2026
Caprock Group, LLC History No change 6,271 568 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 27, 2026
Madison Wealth Partners, Inc History No change 6,279 568 0.07% 0.07% 518 0 0.0% Q2 2026 Aug 12, 2026
Cannon Global Investment Management, LLC History No change 6,200 561 1.59% 1.59% 519 0 0.0% Q2 2026 Jul 30, 2026
Greenspring Advisors, LLC History No change 6,122 554 0.03% 0.03% 520 0 0.0% Q2 2026 Aug 11, 2026
Quantum Portfolio Management LLC History No change 6,108 553 0.2% 0.2% 521 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 6,031 546 0.02% 0.02% 522 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 5,976 541 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 14, 2026
Provenance Wealth Advisors, LLC History No change 5,942 538 0.05% 0.05% 524 0 0.0% Q2 2026 Jul 24, 2026
Quarry LP History No change 5,935 537 0.04% 0.04% 525 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 5,920 536 0.0% 0.0% 526 0 0.0% Q2 2026 Jul 22, 2026
FIRST HORIZON CORP History No change 5,914 535 0.02% 0.02% 527 0 0.0% Q2 2026 Jul 20, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 4,981 530 0.13% 0.12% 528 -527 -9.57% Q3 2026 Oct 09, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 5,840 529 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 17, 2026
Praxis Capital Management LLC History No change 5,800 525 0.83% 0.83% 530 0 0.0% Q2 2026 Jul 22, 2026
Realta Investment Advisors History No change 5,745 520 0.16% 0.16% 531 0 0.0% Q2 2026 Jul 20, 2026
Fortis Capital Management LLC History No change 5,737 519 0.06% 0.06% 532 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 5,695 515 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 5,684 514 0.04% 0.04% 534 0 0.0% Q2 2026 Jul 28, 2026
Round Rock Advisors LLC History No change 5,646 511 0.07% 0.07% 535 0 0.0% Q2 2026 Aug 12, 2026
Chevy Chase Trust Holdings, LLC History No change 5,621 509 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 5,609 508 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 04, 2026
FRANKLIN RESOURCES INC History No change 5,603 507 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 13, 2026
LYELL WEALTH MANAGEMENT, LP History No change 5,579 505 0.03% 0.03% 539 0 0.0% Q2 2026 Aug 05, 2026
Novak & Powell Financial Services, Inc. History No change 5,525 500 0.24% 0.24% 540 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 5,493 497 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 12, 2026
COFG Advisors, LLC History No change 5,450 493 0.09% 0.09% 542 0 0.0% Q2 2026 Aug 14, 2026
Voya Financial Advisors, Inc. History No change 5,439 488 0.04% 0.04% 543 0 0.0% Q2 2026 Aug 12, 2026
High Point Wealth Management, LLC History No change 5,375 486 0.4% 0.4% 544 0 0.0% Q2 2026 Jul 20, 2026
RB Capital Management, LLC History No change 5,343 484 0.09% 0.09% 545 0 0.0% Q2 2026 Aug 17, 2026
Mesirow Financial Investment Management, Inc. History No change 5,294 479 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 22, 2026
BBR PARTNERS, LLC History No change 5,267 477 0.02% 0.02% 547 0 0.0% Q2 2026 Aug 11, 2026
Plotkin Financial Advisors, LLC History No change 5,254 476 0.2% 0.2% 548 0 0.0% Q2 2026 Aug 14, 2026
Tenzing Financial LLC History No change 4,927 466 0.32% 0.32% 549 0 0.0% Q2 2026 Jul 09, 2026
Galvin, Gaustad & Stein, LLC History New 4,365 464 0.03% — 551 +4,365 New Q3 2026 Oct 08, 2026
Vestmark Advisory Solutions, Inc. History No change 5,130 464 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 4,357 463 0.09% 0.08% 552 0 0.0% Q3 2026 Oct 05, 2026
Edgestream Partners, L.P. History No change 5,109 462 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 11, 2026
Capital Square, LLC History No change 5,002 462 0.2% 0.2% 554 0 0.0% Q2 2026 Aug 12, 2026
TAGStone Capital, Inc. History No change 5,090 461 0.15% 0.15% 555 0 0.0% Q2 2026 Aug 11, 2026
Koa Wealth Management, LLC History No change 5,043 456 0.31% 0.31% 556 0 0.0% Q2 2026 Jul 20, 2026
Samalin Investment Counsel, LLC History No change 5,000 453 0.14% 0.14% 557 0 0.0% Q2 2026 Jul 27, 2026
GFG Capital, LLC History No change 5,000 453 0.12% 0.12% 558 0 0.0% Q2 2026 Jul 20, 2026
ExodusPoint Capital Management, LP History No change 5,000 453 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 14, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 4,900 443 0.1% 0.1% 560 0 0.0% Q2 2026 Aug 07, 2026
Thrive Wealth Management, LLC History No change 4,890 443 0.06% 0.06% 561 0 0.0% Q2 2026 Jul 07, 2026
Vienna Asset Management LLC History No change 4,890 443 0.31% 0.31% 562 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 4,794 434 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 31, 2026
LaSalle St. Investment Advisors, LLC History No change 4,735 428 0.05% 0.05% 564 0 0.0% Q2 2026 Aug 11, 2026
Aristotle Capital Management, LLC History No change 4,683 424 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 14, 2026
Sharp Wealth Advisory, LLC History No change 4,690 424 0.2% 0.2% 566 0 0.0% Q2 2026 Jul 24, 2026
VESTOR CAPITAL, LLC History No change 1,498 421 0.03% 0.03% 567 0 0.0% Q2 2026 Jul 28, 2026
Karnit Road Accident Victims Compensation Fund History No change 4,640 420 0.24% 0.24% 568 0 0.0% Q2 2026 Aug 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 4,626 419 0.04% 0.04% 569 0 0.0% Q2 2026 Jul 22, 2026
Benin Management CORP History No change 4,600 416 0.08% 0.08% 570 0 0.0% Q2 2026 Jul 15, 2026
WJ Wealth Management, LLC History No change 4,575 414 0.16% 0.16% 571 0 0.0% Q2 2026 Aug 03, 2026
Granite Bay Wealth Management, LLC History No change 4,548 412 0.04% 0.04% 572 0 0.0% Q2 2026 Aug 14, 2026
Curated Wealth Partners LLC History No change 4,545 411 0.05% 0.05% 573 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 4,536 410 0.01% 0.01% 574 0 0.0% Q2 2026 Jul 15, 2026
Strategic Wealth Partners, Ltd. History No change 4,491 406 0.03% 0.03% 575 0 0.0% Q2 2026 Aug 12, 2026
CARRET ASSET MANAGEMENT, LLC History No change 4,430 401 0.04% 0.04% 576 0 0.0% Q2 2026 Aug 04, 2026
Maxele Advisors, LLC History No change 4,430 401 0.28% 0.28% 577 0 0.0% Q2 2026 Aug 14, 2026
Cove Private Wealth, LLC History No change 4,425 400 0.08% 0.08% 578 0 0.0% Q2 2026 Jul 31, 2026
Index Technologies Group LLC History No change 4,415 399 0.32% 0.32% 579 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 4,397 398 0.01% 0.01% 580 0 0.0% Q2 2026 Jul 07, 2026
Resonant Capital Advisors, LLC History No change 4,380 396 0.02% 0.02% 581 0 0.0% Q2 2026 Jul 24, 2026
Applied Fundamental Research, LLC History No change 4,294 389 0.46% 0.46% 582 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 4,271 386 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 14, 2026
WARNER FINANCIAL, INC History No change 4,248 384 0.11% 0.11% 584 0 0.0% Q2 2026 Jul 09, 2026
Fortune Financial Group, Inc. History No change 4,240 384 0.3% 0.3% 585 0 0.0% Q2 2026 Jul 24, 2026
Canal Capital Management, LLC History No change 4,232 383 0.05% 0.05% 586 0 0.0% Q2 2026 Jul 28, 2026
Crusonia Wealth Advisors LLC History No change 4,232 383 0.06% 0.06% 587 0 0.0% Q2 2026 Jul 30, 2026
SFM, LLC History No change 4,206 381 0.2% 0.2% 588 0 0.0% Q2 2026 Jul 07, 2026
TopTier Wealth Management, LLC History No change 4,185 379 0.23% 0.23% 589 0 0.0% Q2 2026 Jul 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,175 378 0.02% 0.02% 590 0 0.0% Q2 2026 Aug 07, 2026
APPLETON PARTNERS INC/MA History No change 4,160 377 0.02% 0.02% 591 0 0.0% Q2 2026 Jul 21, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 4,145 375 0.08% 0.08% 592 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Financial, llc History No change 4,041 374 0.06% 0.06% 593 0 0.0% Q2 2026 Jul 17, 2026
Valeo Financial Advisors, LLC History Reduced 3,483 370 0.01% 0.01% 594 -440 -11.22% Q3 2026 Oct 08, 2026
IMA Advisory Services, Inc. History No change 4,070 368 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 10, 2026
KICKSTAND VENTURES, LLC. History No change 4,031 365 0.07% 0.07% 596 0 0.0% Q2 2026 Jul 30, 2026
Sankala Group LLC History No change 3,550 364 0.24% 0.24% 597 0 0.0% Q2 2026 Aug 18, 2026
Pine Valley Investments Ltd Liability Co History No change 4,002 362 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 24, 2026
Matthew Goff Investment Advisor, LLC History No change 3,957 358 0.06% 0.06% 599 0 0.0% Q2 2026 Jul 07, 2026
Kingsbury Capital Investment Advisors LLC History No change 3,945 357 0.3% 0.3% 600 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 3,945 357 0.3% 0.3% 601 0 0.0% Q2 2026 Aug 05, 2026
Dupree Financial Group, LLC History Reduced 3,341 355 0.13% 0.11% 602 -40 -1.18% Q3 2026 Oct 09, 2026
Meadowbrook Wealth Management, LLC History Reduced 3,330 354 0.37% 0.41% 604 -775 -18.88% Q3 2026 Oct 08, 2026
Tranquilli Financial Advisor LLC History No change 3,908 354 0.19% 0.19% 603 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 3,900 353 0.02% 0.02% 605 0 0.0% Q2 2026 Jul 07, 2026
OPTIMA CAPITAL LLC History No change 3,901 353 0.14% 0.14% 606 0 0.0% Q2 2026 Jul 24, 2026
PINEBRIDGE INVESTMENTS LLC History No change 3,906 353 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 13, 2026
Clear Creek Financial Management, LLC History No change 3,856 349 0.02% 0.02% 608 0 0.0% Q2 2026 Jul 27, 2026
Sherman Wealth Management LLC History No change 3,858 349 0.26% 0.26% 609 0 0.0% Q2 2026 Jul 09, 2026
Militia Capital Management LLC History No change 3,846 348 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 12, 2026
Conservest Capital Advisors, Inc. History No change 3,824 346 0.03% 0.03% 611 0 0.0% Q2 2026 Jul 22, 2026
Ridgewood Investments LLC History New 3,247 345 0.13% — 612 +3,247 New Q3 2026 Oct 05, 2026
Harvest Investment Services, LLC History No change 3,800 344 0.05% 0.05% 613 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,771 341 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 3,754 340 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 27, 2026
FIRST FOUNDATION ADVISORS History No change 3,746 339 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 3,700 335 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 10, 2026
SOA Wealth Advisors, LLC. History No change 3,619 327 0.05% 0.05% 618 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 3,599 326 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 17, 2026
MWA Asset Management History No change 3,608 326 0.15% 0.15% 620 0 0.0% Q2 2026 Jul 31, 2026
Collaborative Capital Advisors LLC History No change 3,600 326 0.21% 0.21% 621 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 3,592 325 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 3,597 325 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 06, 2026
Andina Capital Management, LLC History No change 3,582 324 0.52% 0.52% 624 0 0.0% Q2 2026 Aug 05, 2026
Betterment LLC History No change 3,566 323 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
Whitcomb & Hess, Inc. History Added to 3,028 322 0.07% 0.05% 627 +253 9.12% Q3 2026 Oct 07, 2026
Soltis Investment Advisors LLC History No change 3,565 322 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 31, 2026
CEERA INVESTMENTS, LLC History No change 3,545 321 0.14% 0.14% 628 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,530 319 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,486 319 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 06, 2026
Moors & Cabot, Inc. History No change 3,527 319 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,519 318 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 12, 2026
Auour Investments LLC History No change 3,510 318 0.09% 0.09% 633 0 0.0% Q2 2026 Jul 21, 2026
Bramshill Investments, LLC History No change 3,500 317 0.02% 0.02% 634 0 0.0% Q2 2026 Aug 14, 2026
Cache Advisors, LLC History No change 3,490 316 0.03% 0.03% 635 0 0.0% Q2 2026 Jul 14, 2026
Millennium Capital Advisors, LLC History No change 3,479 315 0.17% 0.17% 636 0 0.0% Q2 2026 Jul 28, 2026
Tempus Wealth Planning, LLC History No change 3,466 314 0.06% 0.06% 637 0 0.0% Q2 2026 Jul 22, 2026
Wealth Forward, LLC History No change 3,422 310 0.15% 0.15% 638 0 0.0% Q2 2026 Jul 29, 2026
Integrated Advisors Network LLC History No change 3,415 309 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 11, 2026
Neuberger Berman Group LLC History No change 3,397 307 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 3,378 306 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 23, 2026
Institute for Wealth Management, LLC. History No change 3,388 306 0.03% 0.03% 642 0 0.0% Q2 2026 Jul 28, 2026
Ellis Investment Partners, LLC History No change 3,375 305 0.05% 0.05% 643 0 0.0% Q2 2026 Aug 05, 2026
Clare Market Investments LLC History No change 3,315 300 0.05% 0.05% 644 0 0.0% Q2 2026 Jul 27, 2026
Essex Bank History No change 3,297 298 0.06% 0.06% 645 0 0.0% Q2 2026 Jul 23, 2026
Wealth Advisors of Tampa Bay, LLC History No change 3,268 296 0.09% 0.09% 646 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 396 296 0.02% 0.02% 647 0 0.0% Q2 2026 Aug 14, 2026
PVG ASSET MANAGEMENT CORP History No change 3,265 295 0.17% 0.17% 648 0 0.0% Q2 2026 Jul 01, 2026
Modera Wealth Management, LLC History No change 3,258 295 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 03, 2026
NWAM LLC History No change 3,234 293 0.01% 0.01% 650 0 0.0% Q2 2026 Jul 23, 2026
Westfuller Advisors, LLC History No change 3,230 292 0.11% 0.11% 651 0 0.0% Q2 2026 Jul 29, 2026
Garrett Wealth Advisory Group, LLC History No change 3,201 290 0.04% 0.04% 652 0 0.0% Q2 2026 Aug 04, 2026
Lansing Street Advisors History No change 3,212 290 0.06% 0.06% 653 0 0.0% Q2 2026 Jul 24, 2026
Canoe Financial LP History No change 750 285 0.0% 0.0% 654 0 0.0% Q2 2026 Jul 16, 2026
CALTON & ASSOCIATES, INC. History No change 3,135 284 0.04% 0.04% 655 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 3,128 283 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 17, 2026
Cane Capital Partners, LLC History No change 3,120 282 0.11% 0.11% 657 0 0.0% Q2 2026 Aug 05, 2026
Indivisible Partners History No change 3,122 282 0.02% 0.02% 658 0 0.0% Q2 2026 Aug 04, 2026
SONATA CAPITAL GROUP INC History No change 3,090 279 0.09% 0.09% 659 0 0.0% Q2 2026 Jul 24, 2026
Balboa Wealth Partners History No change 3,089 279 0.04% 0.04% 660 0 0.0% Q2 2026 Aug 10, 2026
Dakota Wealth Management History No change 3,049 276 0.01% 0.01% 661 0 0.0% Q2 2026 Aug 07, 2026
Sovran Advisors, LLC History No change 3,008 276 0.02% 0.02% 662 0 0.0% Q2 2026 Jul 29, 2026
Clear Trail Advisors, LLC History No change 3,050 276 0.04% 0.04% 663 0 0.0% Q2 2026 Jul 21, 2026
LANARK FINANCIAL, INC. History No change 3,032 274 0.02% 0.02% 664 0 0.0% Q2 2026 Jul 21, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 3,032 274 0.03% 0.03% 665 0 0.0% Q2 2026 Jul 28, 2026
Mullaney, Keating & Wright, Inc. History No change 1,680 274 0.13% 0.13% 666 0 0.0% Q2 2026 Jul 14, 2026
Cadia Private Client LLC History No change 3,002 271 0.19% 0.19% 667 0 0.0% Q2 2026 Aug 11, 2026
Hunter Perkins Capital Management, LLC History No change 2,982 270 0.06% 0.06% 668 0 0.0% Q2 2026 Jul 16, 2026
Garden State Investment Advisory Services LLC History No change 2,975 269 0.05% 0.05% 669 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 2,959 268 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 27, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 2,951 267 0.17% 0.17% 671 0 0.0% Q2 2026 Aug 07, 2026
Murphy & Mullick Capital Management Corp History No change 2,957 267 0.17% 0.17% 672 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 2,925 265 0.01% 0.01% 673 0 0.0% Q2 2026 Aug 12, 2026
TRUE Private Wealth Advisors History No change 2,930 265 0.02% 0.02% 674 0 0.0% Q2 2026 Jul 23, 2026
Hexagon Capital Partners LLC History No change 2,936 265 0.04% 0.04% 675 0 0.0% Q2 2026 Aug 06, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 2,915 264 0.09% 0.09% 676 0 0.0% Q2 2026 Jul 16, 2026
Purus Wealth Management, LLC History No change 2,911 263 0.07% 0.07% 677 0 0.0% Q2 2026 Jul 13, 2026
Arrowroot Family Office, LLC History No change 2,910 263 0.08% 0.08% 678 0 0.0% Q2 2026 Aug 06, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 2,898 262 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Family Advisors, LLC History No change 2,880 260 0.11% 0.11% 680 0 0.0% Q2 2026 Aug 14, 2026
Cannell & Spears LLC History No change 2,825 255 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 11, 2026
360 Financial, Inc. History No change 2,815 255 0.06% 0.06% 682 0 0.0% Q2 2026 Aug 11, 2026
REGATTA CAPITAL GROUP, LLC History No change 2,821 255 0.03% 0.03% 683 0 0.0% Q2 2026 Aug 12, 2026
Kesler, Norman & Wride, LLC History No change 2,807 254 0.04% 0.04% 684 0 0.0% Q2 2026 Jul 23, 2026
Lauer Wealth, LLC History No change 2,720 254 0.15% 0.15% 685 0 0.0% Q2 2026 Jul 15, 2026
Clark Asset Management, LLC History No change 2,795 253 0.02% 0.02% 686 0 0.0% Q2 2026 Jul 07, 2026
Outlook Wealth Advisors, LLC History No change 2,782 252 0.05% 0.05% 687 0 0.0% Q2 2026 Aug 03, 2026
Global Assets Advisory, LLC History No change 2,689 252 0.05% 0.05% 688 0 0.0% Q2 2026 Jul 27, 2026
Breakwater Capital Group History Reduced 2,360 251 0.03% 0.03% 689 -404 -14.62% Q3 2026 Oct 08, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 2,759 249 0.02% 0.02% 690 0 0.0% Q2 2026 Jul 16, 2026
Garde Capital, Inc. History No change 2,732 247 0.01% 0.01% 691 0 0.0% Q2 2026 Jul 31, 2026
RENAISSANCE GROUP LLC History No change 2,724 246 0.01% 0.01% 692 0 0.0% Q2 2026 Aug 13, 2026
RPG Investment Advisory, LLC History No change 2,718 246 0.03% 0.03% 693 0 0.0% Q2 2026 Aug 04, 2026
Cypress Capital Management LLC (WY) History No change 2,702 244 0.2% 0.2% 694 0 0.0% Q2 2026 Aug 06, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,688 243 0.02% 0.02% 695 0 0.0% Q2 2026 Jul 07, 2026
APS Management Group, Inc. History No change 2,682 243 0.19% 0.19% 696 0 0.0% Q2 2026 Jul 10, 2026
SWEENEY & MICHEL, LLC History No change 2,375 243 0.06% 0.06% 697 0 0.0% Q2 2026 Aug 10, 2026
Advyzon Investment Management, LLC History No change 2,668 241 0.02% 0.02% 698 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 2,649 240 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 14, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 2,645 239 0.06% 0.06% 700 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,638 239 0.01% 0.01% 701 0 0.0% Q2 2026 Jul 17, 2026
Redhawk Wealth Advisors, Inc. History No change 2,623 237 0.02% 0.02% 702 0 0.0% Q2 2026 Jul 09, 2026
Abbot Financial Management, Inc. History No change 2,625 237 0.08% 0.08% 703 0 0.0% Q2 2026 Aug 06, 2026
Merkkuri Wealth Advisors LLC History No change 2,607 236 0.15% 0.15% 704 0 0.0% Q2 2026 Jul 27, 2026
PATTEN & PATTEN INC/TN History No change 2,602 235 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 05, 2026
Arlington Capital Management, Inc. History No change 2,571 232 0.14% 0.14% 706 0 0.0% Q2 2026 Jul 24, 2026
Keystone Financial Group History No change 2,560 231 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 29, 2026
Banque Transatlantique SA History No change 2,550 231 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 30, 2026
Hanson & Doremus Investment Management History No change 2,540 230 0.02% 0.02% 709 0 0.0% Q2 2026 Jul 29, 2026
Silverleafe Capital Partners, LLC History New 2,144 228 0.06% — 710 +2,144 New Q3 2026 Oct 02, 2026
Sequent Planning LLC History No change 2,505 226 0.05% 0.05% 711 0 0.0% Q2 2026 Aug 14, 2026
Transcendent Capital Group LLC History No change 2,500 226 0.09% 0.09% 712 0 0.0% Q2 2026 Aug 05, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 2,464 223 0.03% 0.03% 713 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 2,354 223 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 11, 2026
Mission Creek Capital Partners, Inc. History No change 2,467 223 0.04% 0.04% 715 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Co of New England, Inc. History No change 2,460 222 0.08% 0.08% 716 0 0.0% Q2 2026 Jul 30, 2026
M&T BANK CORP History No change 2,450 221 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 04, 2026
Cedar Wealth Management, LLC History No change 2,443 221 0.06% 0.06% 718 0 0.0% Q2 2026 Aug 12, 2026
Keudell/Morrison Wealth Management History No change 2,431 220 0.04% 0.04% 719 0 0.0% Q2 2026 Jul 15, 2026
Capital Analysts, LLC History No change 2,424 219 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 05, 2026
South Shore Capital Advisors History No change 2,411 218 0.15% 0.15% 721 0 0.0% Q2 2026 Jul 30, 2026
Advus Financial Partners, LLC History No change 2,401 217 0.06% 0.06% 722 0 0.0% Q2 2026 Oct 02, 2026
TCV Trust & Wealth Management, Inc. History No change 2,375 215 0.02% 0.02% 723 0 0.0% Q2 2026 Jul 24, 2026
Ceeto Capital Group, LLC History No change 2,375 215 0.06% 0.06% 724 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 2,376 215 0.01% 0.01% 725 0 0.0% Q2 2026 Aug 06, 2026
Hofer & Associates. Inc History No change 2,363 214 0.1% 0.1% 726 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 2,358 213 0.01% 0.01% 727 0 0.0% Q2 2026 Jul 22, 2026
LifeGoal Investments, LLC History New 2,000 212 0.06% — 728 +2,000 New Q3 2026 Oct 08, 2026
Birch Hill Investment Advisors LLC History No change 2,330 211 0.01% 0.01% 729 0 0.0% Q2 2026 Jul 21, 2026
Team Financial Group, LLC History No change 2,337 211 0.09% 0.09% 730 0 0.0% Q2 2026 Jul 10, 2026
North Forty Two & Co. History No change 2,335 211 0.18% 0.18% 731 0 0.0% Q2 2026 Jul 24, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 2,335 211 0.09% 0.09% 732 0 0.0% Q2 2026 Aug 14, 2026
Tennessee Valley Asset Management Partners History No change 2,308 209 0.02% 0.02% 733 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 2,300 208 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 2,293 207 0.0% 0.0% 735 0 0.0% Q2 2026 Jul 27, 2026
Riggs Asset Managment Co. Inc. History No change 2,294 207 0.04% 0.04% 736 0 0.0% Q2 2026 Jul 29, 2026
Allen Mooney & Barnes Investment Advisors LLC History New 1,940 206 0.03% — 739 +1,940 New Q3 2026 Oct 08, 2026
Gateway Wealth Partners, LLC History No change 2,283 206 0.01% 0.01% 737 0 0.0% Q2 2026 Aug 04, 2026
Forum Finance Group S.A. History No change 2,817 206 0.07% 0.07% 738 0 0.0% Q2 2026 Aug 14, 2026
Plan A Wealth LLC History New 1,926 205 0.07% — 743 +1,926 New Q3 2026 Oct 08, 2026
Fort Point Capital Partners LLC History No change 2,273 205 0.01% 0.01% 740 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 2,269 205 0.01% 0.01% 741 0 0.0% Q2 2026 Aug 03, 2026
Americana Partners, LLC History No change 2,263 205 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 05, 2026
Kovack Advisors, Inc. History No change 2,211 204 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 28, 2026
John A. Wolfe & Associates, Inc. History No change 2,252 204 0.28% 0.28% 745 0 0.0% Q2 2026 Jul 29, 2026
Russell Investments Group, Ltd. History No change 2,251 203 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,246 203 0.03% 0.03% 747 0 0.0% Q2 2026 Aug 14, 2026
E&G Advisors, LLC History No change 2,225 201 0.04% 0.04% 748 0 0.0% Q2 2026 Jul 23, 2026
Aptus Capital Advisors, LLC History No change 2,207 199 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 12, 2026
CENTRICA WEALTH MANAGEMENT, LLC History No change 2,150 198 0.15% 0.15% 750 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,036 184 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 28, 2026
KBC Group NV History No change 1,911 173 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 05, 2026
Rossmore Private Capital History No change 1,918 173 0.01% 0.01% 753 0 0.0% Q2 2026 Jul 31, 2026
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD History No change 200,900 171 0.93% 0.93% 754 0 0.0% Q2 2026 Sep 01, 2026
High Note Wealth, LLC History No change 1,885 170 0.03% 0.03% 755 0 0.0% Q2 2026 Jul 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,870 169 0.0% 0.0% 756 0 0.0% Q2 2026 Jul 24, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 1,858 168 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 07, 2026
Cheviot Value Management, LLC History No change 1,850 167 0.02% 0.02% 758 0 0.0% Q2 2026 Aug 06, 2026
Atomic Invest LLC History No change 1,853 166 0.01% 0.01% 759 0 0.0% Q2 2026 Sep 25, 2026
Powell Investment Advisors, LLC History No change 1,714 155 0.05% 0.05% 760 0 0.0% Q2 2026 Jul 28, 2026
Bullseye Investment Management, LLC History No change 1,605 145 0.07% 0.07% 761 0 0.0% Q2 2026 Sep 11, 2026
Regatta Research & Money Management History No change 1,611 145 0.14% 0.14% 762 0 0.0% Q2 2026 Aug 11, 2026
St. Johns Investment Management Company, LLC History No change 1,580 143 0.05% 0.05% 763 0 0.0% Q2 2026 Aug 03, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,574 142 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 1,521 136 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History No change 1,485 134 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 22, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,437 130 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 04, 2026
Global Trust Asset Management, LLC History No change 1,410 127 0.04% 0.04% 768 0 0.0% Q2 2026 Aug 03, 2026
Mosley Wealth Management History No change 1,391 126 0.04% 0.04% 769 0 0.0% Q2 2026 Jul 23, 2026
CoreCap Advisors, LLC History Added to 1,144 121 0.0% 0.0% 770 +32 2.88% Q3 2026 Oct 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,277 115 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 1,234 111 0.01% 0.01% 772 0 0.0% Q2 2026 Jul 23, 2026
Comprehensive Financial Planning, Inc./PA History No change 1,216 110 0.06% 0.06% 773 0 0.0% Q2 2026 Aug 10, 2026
Ankerstar Wealth, LLC History No change 1,175 106 0.09% 0.09% 774 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 1,162 105 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,155 104 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 1,141 103 0.01% 0.01% 777 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 1,115 101 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 06, 2026
Harbor Asset Planning, Inc. History No change 1,077 97 0.07% 0.07% 779 0 0.0% Q2 2026 Jul 22, 2026
Orion Capital Management LLC History No change 1,060 96 0.03% 0.03% 780 0 0.0% Q2 2026 Aug 17, 2026
Copia Wealth Management History No change 1,064 96 0.06% 0.06% 781 0 0.0% Q2 2026 Aug 17, 2026
ABOUND FINANCIAL, LLC History No change 1,020 92 0.04% 0.04% 782 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 995 90 0.01% 0.01% 783 0 0.0% Q2 2026 Aug 04, 2026
HOWE & RUSLING INC History No change 993 89 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 10, 2026
Align Financial, LLC History No change 974 88 0.04% 0.04% 785 0 0.0% Q2 2026 Jul 27, 2026
TFC Financial Management, Inc. History No change 929 84 0.01% 0.01% 786 0 0.0% Q2 2026 Jul 23, 2026
Plante Moran Financial Advisors, LLC History No change 905 81 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 06, 2026
Oak Harvest Investment Services History No change 1,000 81 0.01% 0.01% 788 0 0.0% Q2 2026 Jul 24, 2026
Winthrop Capital Management, LLC History No change 885 80 0.02% 0.02% 789 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 850 77 0.0% 0.0% 790 0 0.0% Q2 2026 Jul 29, 2026
Mondrian Investment Partners LTD History No change 826 74 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 30, 2026
Anchor Investment Management, LLC History No change 793 71 0.01% 0.01% 792 0 0.0% Q2 2026 Sep 15, 2026
Tanglewood Legacy Advisors, LLC History No change 775 70 0.02% 0.02% 793 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 750 67 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 07, 2026
Wealth Enhancement Trust Services, Inc. History Added to 583 62 0.01% 0.01% 795 +31 5.62% Q3 2026 Oct 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 569 60 0.0% 0.0% 796 -127 -18.25% Q3 2026 Oct 05, 2026
Activest Wealth Management History No change 664 60 0.01% 0.01% 797 0 0.0% Q2 2026 Jul 16, 2026
SouthState Bank Corp History No change 655 59 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 06, 2026
Biltmore Family Office, LLC History No change 644 58 0.01% 0.01% 799 0 0.0% Q2 2026 Aug 12, 2026
Investors Research Corp History No change 525 55 0.01% 0.01% 800 0 0.0% Q3 2026 Oct 07, 2026
Key FInancial Inc History No change 610 55 0.01% 0.01% 801 0 0.0% Q2 2026 Jul 24, 2026
Westside Investment Management, Inc. History No change 600 54 0.01% 0.01% 802 0 0.0% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History No change 602 54 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 24, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 605 54 0.03% 0.03% 804 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 605 54 0.01% 0.01% 805 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 592 53 0.0% 0.0% 806 0 0.0% Q2 2026 Jul 31, 2026
SHP Wealth Management History No change 579 52 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 11, 2026
MONTAG A & ASSOCIATES INC History No change 558 50 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 05, 2026
Aventura Private Wealth, LLC History No change 562 50 0.02% 0.02% 809 0 0.0% Q2 2026 Jul 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 540 48 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 20, 2026
CX Institutional History Added to 425 45 0.0% 0.0% 813 +75 21.43% Q3 2026 Oct 02, 2026
Manchester Capital Management LLC History No change 500 45 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 13, 2026
Turim 21 Investimentos Ltda. History No change 6,100 45 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 10, 2026
Allspring Global Investments Holdings, LLC History No change 483 45 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 500 45 0.01% 0.01% 815 0 0.0% Q2 2026 Jul 20, 2026
Finley Financial, LLC History No change 500 45 0.02% 0.02% 816 0 0.0% Q2 2026 Jul 08, 2026
TRUST CO OF VERMONT History No change 495 44 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 07, 2026
Physician Wealth Advisors, Inc. History No change 479 43 0.01% 0.01% 818 0 0.0% Q2 2026 Jul 20, 2026
Purpose Unlimited Inc. History No change 480 43 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 450 40 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 17, 2026
WEBSTER BANK, N. A. History No change 450 40 0.0% 0.0% 821 0 0.0% Q2 2026 Jul 20, 2026
REYL & Cie S.A. History No change 507 40 0.05% 0.05% 822 0 0.0% Q2 2026 Oct 02, 2026
JFS WEALTH ADVISORS, LLC History No change 440 39 0.0% 0.0% 823 0 0.0% Q2 2026 Jul 10, 2026
Cape Investment Advisory, Inc. History No change 432 39 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 23, 2026
BARRETT & COMPANY, INC. History No change 428 38 0.01% 0.01% 825 0 0.0% Q2 2026 Jul 24, 2026
Vanguard National Trust Co History No change 425 38 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 13, 2026
Fairscale Capital, LLC History No change 420 38 0.02% 0.02% 827 0 0.0% Q2 2026 Aug 07, 2026
Fourth Dimension Wealth, LLC History No change 393 35 0.01% 0.01% 828 0 0.0% Q2 2026 Jul 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 375 33 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 13, 2026
Silicon Valley Capital Partners History No change 370 33 0.0% 0.0% 830 0 0.0% Q2 2026 Sep 21, 2026
Bank of New Hampshire History New 305 32 0.01% — 831 +305 New Q3 2026 Oct 06, 2026
OLD MISSION CAPITAL LLC History No change 78,000 31 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 14, 2026
Strengthening Families & Communities, LLC History No change 345 31 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 11, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 350 31 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 326 31 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 320 30 0.0% 0.0% 836 0 0.0% Q2 2026 Jul 27, 2026
Nova Wealth Management, Inc. History No change 335 30 0.02% 0.02% 837 0 0.0% Q2 2026 Jul 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 315 28 0.0% 0.0% 838 0 0.0% Q2 2026 Jul 21, 2026
Downshift Financial, LLC History No change 310 28 0.01% 0.01% 839 0 0.0% Q2 2026 Aug 12, 2026
Addison Advisors LLC History No change 300 27 0.01% 0.01% 840 0 0.0% Q2 2026 Aug 10, 2026
Chung Wu Investment Group, LLC History No change 300 27 0.02% 0.02% 841 0 0.0% Q2 2026 Jul 31, 2026
Archer Investment Corp History No change 290 26 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 03, 2026
Greykasell Wealth Strategies, Inc. History No change 281 25 0.01% 0.01% 843 0 0.0% Q2 2026 Aug 11, 2026
PINNEY & SCOFIELD, INC. History No change 280 25 0.01% 0.01% 844 0 0.0% Q2 2026 Aug 07, 2026
Pflug Koory, LLC History No change 265 24 0.01% 0.01% 845 0 0.0% Q2 2026 Jul 21, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 272 24 0.01% 0.01% 846 0 0.0% Q2 2026 Aug 13, 2026
GODSEY & GIBB, INC History No change 260 23 0.0% 0.0% 847 0 0.0% Q2 2026 Jul 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 236 22 0.0% 0.0% 848 0 0.0% Q2 2026 Jul 27, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 250 22 0.03% 0.03% 849 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 232 21 0.0% 0.0% 850 0 0.0% Q2 2026 Jul 24, 2026
Rosenberg Matthew Hamilton History No change 200 21 0.0% 0.0% 851 0 0.0% Q3 2026 Oct 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 225 20 0.01% 0.01% 852 0 0.0% Q2 2026 Jul 08, 2026
Byrne Asset Management LLC History No change 190 20 0.01% 0.01% 853 0 0.0% Q3 2026 Oct 06, 2026
GAMMA Investing LLC History No change 195 20 0.0% 0.0% 854 0 0.0% Q3 2026 Oct 08, 2026
Darwin Wealth Management, LLC History No change 207 18 0.0% 0.0% 855 0 0.0% Q2 2026 Jul 21, 2026
Vermillion Wealth Management, Inc. History No change 200 18 0.0% 0.0% 856 0 0.0% Q2 2026 Jul 15, 2026
Quent Capital, LLC History No change 200 18 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 07, 2026
Arlington Trust Co LLC History No change 204 18 0.0% 0.0% 858 0 0.0% Q2 2026 Jul 07, 2026
Allied Private Wealth LLC History No change 195 18 0.01% 0.01% 859 0 0.0% Q2 2026 Jul 09, 2026
Markowski Investments History No change 200 18 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 179 16 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 14, 2026
REICON WEALTH ADVISORS, LLC History No change 180 16 0.01% 0.01% 862 0 0.0% Q2 2026 Jul 29, 2026
Rossby Financial, LCC History No change 186 16 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 04, 2026
Financial Perspectives, Inc History No change 170 15 0.0% 0.0% 864 0 0.0% Q2 2026 Jul 24, 2026
VISION FINANCIAL MARKETS LLC History No change 152 14 0.01% 0.01% 865 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 160 14 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 12, 2026
SYNTAX RESEARCH, INC. History No change 165 14 0.01% 0.01% 867 0 0.0% Q2 2026 Jul 31, 2026
Ancora Advisors LLC History No change 145 13 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 14, 2026
Morse Asset Management, Inc History No change 149 13 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 13, 2026
Tidemark, LLC History No change 147 13 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 10, 2026
SYM FINANCIAL Corp History No change 133 12 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 04, 2026
BLUELINE ADVISORS LLC History No change 46 12 0.01% 0.01% 872 0 0.0% Q2 2026 Jul 27, 2026
Continuum Advisory, LLC History No change 130 11 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 06, 2026
GK Wealth Management LLC History New 100 10 0.01% — 877 +100 New Q3 2026 Oct 09, 2026
WestEnd Advisors, LLC History No change 117 10 0.0% 0.0% 874 0 0.0% Q2 2026 Jul 22, 2026
IMG Wealth Management, Inc. History No change 115 10 0.01% 0.01% 875 0 0.0% Q2 2026 Aug 07, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 115 10 0.0% 0.0% 876 0 0.0% Q2 2026 Jul 27, 2026
Founders Capital Management History No change 100 9 0.0% 0.0% 878 0 0.0% Q2 2026 Jul 21, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 110 9 0.0% 0.0% 879 0 0.0% Q2 2026 Jul 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 93 8 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History No change 94 8 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 14, 2026
Oakworth Capital, Inc. History No change 75 7 0.0% 0.0% 882 0 0.0% Q2 2026 Jul 22, 2026
Central Pacific Bank - Trust Division History No change 66 7 0.0% 0.0% 883 0 0.0% Q3 2026 Oct 05, 2026
Napier Financial, LLC History No change 85 7 0.0% 0.0% 884 0 0.0% Q2 2026 Jul 31, 2026
DUNCKER STREETT & CO INC History No change 70 6 0.0% 0.0% 885 0 0.0% Q2 2026 Jul 28, 2026
EPG Wealth Management LLC History No change 67 6 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 28, 2026
Kingdom Financial Group LLC. History No change 75 6 0.0% 0.0% 887 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 68 6 0.0% 0.0% 888 0 0.0% Q2 2026 Aug 14, 2026
ARK Investment Management LLC History No change 56 5 0.0% 0.0% 889 0 0.0% Q2 2026 Aug 14, 2026
Register Financial Advisors LLC History No change 60 5 0.0% 0.0% 890 0 0.0% Q2 2026 Jul 15, 2026
ROGCO, LP History No change 66 5 0.0% 0.0% 891 0 0.0% Q2 2026 Jul 30, 2026
Portfolio Resources Advisor Group, Inc. History No change 65 5 0.0% 0.0% 892 0 0.0% Q2 2026 Jul 29, 2026
Godfrey Financial Associates, Inc. History No change 56 5 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 11, 2026
GW&K Investment Management, LLC History No change 48 4 0.0% 0.0% 894 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 50 4 0.0% 0.0% 895 0 0.0% Q2 2026 Jul 30, 2026
Legacies Wealth LLC History No change 50 4 0.0% 0.0% 896 0 0.0% Q2 2026 Jul 22, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 50 4 0.0% 0.0% 897 0 0.0% Q2 2026 Aug 14, 2026
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd History No change 50 4 0.01% 0.01% 898 0 0.0% Q2 2026 Aug 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 50 4 0.0% 0.0% 899 0 0.0% Q2 2026 Aug 27, 2026
Caitlin John, LLC History No change 50 4 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 28 3 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 13, 2026
LONDON CO OF VIRGINIA History No change 35 3 0.0% 0.0% 902 0 0.0% Q2 2026 Aug 14, 2026
Blume Capital Management, Inc. History No change 35 3 0.0% 0.0% 903 0 0.0% Q2 2026 Jul 27, 2026
Strategic Investment Solutions, Inc. /IL History No change 40 3 0.0% 0.0% 904 0 0.0% Q2 2026 Jul 08, 2026
Millstone Evans Group, LLC History No change 37 3 0.0% 0.0% 905 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 30 2 0.0% 0.0% 906 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Planning Group LLC History No change 31 2 0.0% 0.0% 907 0 0.0% Q2 2026 Jul 29, 2026
AMERIFLEX GROUP, INC. History No change 33 2 0.0% 0.0% 908 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History New 13 1 0.0% — 918 +13 New Q3 2026 Oct 09, 2026
Olistico Wealth, LLC History New 11 1 0.0% — 919 +11 New Q3 2026 Oct 05, 2026
Go Invest LLC History Reduced 12 1 0.0% 0.0% 917 -2 -14.29% Q3 2026 Oct 08, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 12 1 0.0% 0.0% 909 0 0.0% Q2 2026 Sep 02, 2026
Advanced Asset Management Advisors Inc History No change 20 1 0.0% 0.0% 910 0 0.0% Q2 2026 Jul 16, 2026
Crewe Advisors LLC History No change 17 1 0.0% 0.0% 911 0 0.0% Q2 2026 Jul 23, 2026
TSFG, LLC History No change 12 1 0.0% 0.0% 912 0 0.0% Q2 2026 Jul 23, 2026
WOLFF WIESE MAGANA LLC History No change 20 1 0.0% 0.0% 913 0 0.0% Q2 2026 Jul 13, 2026
DB Fitzpatrick & Co, Inc History No change 21 1 0.0% 0.0% 914 0 0.0% Q2 2026 Jul 16, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 16 1 0.0% 0.0% 915 0 0.0% Q2 2026 Jul 28, 2026
Key Capital Management, INC History No change 20 1 0.0% 0.0% 916 0 0.0% Q2 2026 Jul 27, 2026
First Heartland Consultants, Inc. History Closed out 0 0 — 0.09% — -15,862 -100.0% Q3 2026 Oct 08, 2026
Paladin Partners, LLC History Closed out 0 0 — 0.02% — -383 -100.0% Q3 2026 Oct 06, 2026
Coastline Trust Co History Closed out 0 0 — 0.0% — -125 -100.0% Q3 2026 Oct 01, 2026
ATWOOD & PALMER INC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 08, 2026
CULLEN/FROST BANKERS, INC. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
BERKSHIRE CAPITAL HOLDINGS INC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Legacy Bridge, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Banque Cantonale Vaudoise History No change 6,024 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Elevated Capital Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Dunhill Financial, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Edge Private Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
ELEVATE WEALTH ADVISORY, INC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026