iSHARES TRUST - IJJ

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
FMR LLC History No change 4,088,134 603,940 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 3,991,007 589,591 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 3,517,335 519,615 0.08% 0.08% 3 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 2,383,455 352,107 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,237,277 330,498 0.08% 0.08% 5 0 0.0% Q2 2026 Sep 23, 2026
UBS Group AG History No change 1,938,165 286,325 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,391,097 205,506 0.1% 0.1% 7 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 1,132,668 167,329 0.92% 0.92% 8 0 0.0% Q2 2026 Jul 24, 2026
RAYMOND JAMES FINANCIAL INC History No change 867,638 128,176 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 768,548 113,537 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 07, 2026
CULLEN/FROST BANKERS, INC. History No change 768,428 113,519 1.12% 1.12% 11 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 674,681 99,670 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 635,321 93,856 0.05% 0.05% 13 0 0.0% Q2 2026 Aug 12, 2026
Financial Engines Advisors L.L.C. History No change 609,138 89,987 0.16% 0.16% 14 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 605,746 89,562 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 545,411 80,574 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 449,626 66,225 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 415,471 61,314 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 402,922 59,523 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 334,351 49,393 0.07% 0.07% 20 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 332,590 49,133 0.18% 0.18% 21 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 330,985 48,896 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 05, 2026
Evensky & Katz LLC History No change 329,371 48,658 2.51% 2.51% 23 0 0.0% Q2 2026 Jul 22, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 278,506 41,143 1.93% 1.93% 24 0 0.0% Q2 2026 Jul 24, 2026
BOKF, NA History No change 269,482 39,810 0.55% 0.55% 25 0 0.0% Q2 2026 Aug 10, 2026
Wilmington Savings Fund Society, FSB History No change 263,973 38,996 0.87% 0.87% 26 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 263,246 38,888 0.05% 0.05% 27 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 262,650 38,801 0.11% 0.11% 28 0 0.0% Q2 2026 Aug 07, 2026
Rehmann Capital Advisory Group History No change 250,706 37,049 1.7% 1.7% 29 0 0.0% Q2 2026 Aug 20, 2026
World Investment Advisors History No change 265,442 35,171 0.58% 0.58% 30 0 0.0% Q2 2026 Aug 13, 2026
Willis Johnson & Associates, Inc. History No change 232,221 34,306 1.91% 1.91% 31 0 0.0% Q2 2026 Aug 13, 2026
COURIER CAPITAL LLC History No change 227,786 33,650 1.68% 1.68% 32 0 0.0% Q2 2026 Jul 16, 2026
Rockefeller Capital Management L.P. History No change 215,877 31,891 0.05% 0.05% 33 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 209,578 30,961 0.04% 0.04% 34 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 209,429 30,938 0.04% 0.04% 35 0 0.0% Q2 2026 Jul 29, 2026
Creative Planning History No change 180,776 26,706 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 173,265 25,596 0.08% 0.08% 37 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 171,395 25,320 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 162,264 23,971 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 157,712 23,298 0.43% 0.43% 40 0 0.0% Q2 2026 Aug 06, 2026
Sterling Financial Planning, Inc. History No change 156,530 23,124 6.29% 6.29% 41 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 150,705 22,263 0.04% 0.04% 42 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 138,688 20,488 0.11% 0.11% 43 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 125,147 18,488 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 124,686 18,427 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
Lutz Financial Services LLC History No change 118,338 17,482 1.06% 1.06% 46 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 115,387 17,046 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 19, 2026
Capital Advisors, Ltd. LLC History No change 110,998 16,398 1.65% 1.65% 48 0 0.0% Q2 2026 Jul 16, 2026
Texas Yale Capital Corp. History No change 108,310 16,000 0.35% 0.35% 49 0 0.0% Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 105,579 15,597 0.12% 0.12% 50 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 105,531 15,590 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 104,147 15,385 0.08% 0.08% 52 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 101,841 15,044 0.55% 0.55% 53 0 0.0% Q2 2026 Jul 17, 2026
MML INVESTORS SERVICES, LLC History No change 101,400 14,979 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 07, 2026
HSBC HOLDINGS PLC History No change 100,500 14,839 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 100,427 14,836 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 99,253 14,662 0.05% 0.05% 57 0 0.0% Q2 2026 Jul 28, 2026
Cassaday & Co Wealth Management LLC History No change 96,183 14,209 0.27% 0.27% 58 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 94,530 13,964 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 27, 2026
Salomon & Ludwin, LLC History No change 94,459 13,861 1.14% 1.14% 60 0 0.0% Q2 2026 Aug 07, 2026
1834 INVESTMENT ADVISORS CO History No change 93,660 13,836 1.57% 1.57% 61 0 0.0% Q2 2026 Jul 30, 2026
Omega Financial Group, LLC History No change 92,908 13,725 4.18% 4.18% 62 0 0.0% Q2 2026 Jul 21, 2026
NATIXIS ADVISORS, LLC History No change 92,002 13,591 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 14, 2026
FIRST MERCHANTS CORP History No change 91,589 13,530 0.48% 0.48% 64 0 0.0% Q2 2026 Jul 15, 2026
STIFEL FINANCIAL CORP History No change 91,079 13,458 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 12, 2026
Asset Management Group, Inc. History No change 88,947 13,140 1.92% 1.92% 66 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 88,462 13,068 0.04% 0.04% 67 0 0.0% Q2 2026 Aug 13, 2026
PW Nova Financial Services LLC History No change 85,851 12,682 2.72% 2.72% 68 0 0.0% Q2 2026 Jul 29, 2026
Ellis Investment Partners, LLC History No change 84,376 12,464 1.89% 1.89% 69 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 80,133 11,838 0.57% 0.57% 70 0 0.0% Q2 2026 Jul 23, 2026
Mesirow Financial Investment Management, Inc. History No change 79,854 11,797 0.19% 0.19% 71 0 0.0% Q2 2026 Jul 22, 2026
Cambridge Investment Research Advisors, Inc. History No change 79,326 11,719 0.03% 0.03% 72 0 0.0% Q2 2026 Jul 27, 2026
Blue Edge Capital, LLC History No change 77,483 11,446 1.37% 1.37% 73 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 73,959 10,925 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Balance Wealth Partners LLC History No change 72,677 10,736 2.86% 2.86% 75 0 0.0% Q2 2026 Jul 21, 2026
REGIONS FINANCIAL CORP History No change 70,984 10,486 0.06% 0.06% 76 0 0.0% Q2 2026 Aug 10, 2026
Independence Financial Advisors, LLC History Added to 72,279 9,953 2.5% 2.54% 77 +5,956 8.98% Q3 2026 Oct 08, 2026
US BANCORP \DE\ History No change 66,399 9,818 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 63,636 9,400 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
OFS Enterprise LLC History No change 62,340 9,209 2.35% 2.35% 80 0 0.0% Q2 2026 Jul 08, 2026
LMG Wealth Partners, LLC History No change 61,225 9,044 1.45% 1.45% 81 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 59,313 8,762 0.06% 0.06% 82 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 58,676 8,668 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 07, 2026
DDFG, Inc History No change 58,149 8,590 1.71% 1.71% 84 0 0.0% Q2 2026 Jul 28, 2026
Causey Wealth LLC History No change 57,928 8,557 3.34% 3.34% 85 0 0.0% Q2 2026 Aug 11, 2026
InvesTrust History No change 57,033 8,425 3.24% 3.24% 86 0 0.0% Q2 2026 Jul 14, 2026
Foundation Wealth Management, LLC History No change 56,830 8,396 4.97% 4.97% 87 0 0.0% Q2 2026 Jul 30, 2026
Modern Wealth Management, LLC History No change 56,189 8,300 0.1% 0.1% 88 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 55,498 8,198 0.09% 0.09% 89 0 0.0% Q2 2026 Aug 12, 2026
Bryn Mawr Trust Advisors, LLC History No change 54,654 8,074 0.35% 0.35% 90 0 0.0% Q2 2026 Aug 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 54,289 8,020 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 54,179 8,003 0.12% 0.12% 92 0 0.0% Q2 2026 Aug 10, 2026
MidFirst Bank History No change 52,980 7,826 0.56% 0.56% 93 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 52,727 7,789 0.14% 0.14% 94 0 0.0% Q2 2026 Jul 20, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 51,806 7,653 0.91% 0.91% 95 0 0.0% Q2 2026 Aug 05, 2026
Bluespring Wealth Management, LLC History No change 49,771 7,352 0.14% 0.14% 96 0 0.0% Q2 2026 Aug 11, 2026
BECKER CAPITAL MANAGEMENT INC History No change 48,669 7,189 0.19% 0.19% 97 0 0.0% Q2 2026 Jul 31, 2026
Hudson Capital Management LLC History No change 48,312 7,137 1.73% 1.73% 98 0 0.0% Q2 2026 Jul 14, 2026
GREENLEAF TRUST History No change 47,962 7,085 0.07% 0.07% 99 0 0.0% Q2 2026 Jul 21, 2026
Ullmann Wealth Partners Group, LLC History No change 47,249 6,980 0.63% 0.63% 100 0 0.0% Q2 2026 Aug 10, 2026
JFS WEALTH ADVISORS, LLC History No change 46,850 6,921 0.35% 0.35% 101 0 0.0% Q2 2026 Jul 10, 2026
First Citizens Financial Corp History Reduced 50,014 6,887 2.89% 3.09% 102 -79 -0.16% Q3 2026 Oct 02, 2026
D.B. Root & Company, LLC History No change 46,490 6,867 1.46% 1.46% 103 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 44,725 6,607 0.42% 0.42% 104 0 0.0% Q2 2026 Jul 30, 2026
M&T BANK CORP History No change 44,703 6,603 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 04, 2026
PITTENGER & ANDERSON INC History No change 44,390 6,557 0.23% 0.23% 106 0 0.0% Q2 2026 Jul 27, 2026
Broadview Financial Management, LLC History No change 44,290 6,542 3.99% 3.99% 107 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 43,928 6,489 0.03% 0.03% 108 0 0.0% Q2 2026 Aug 13, 2026
NOVEM GROUP History No change 43,367 6,406 0.65% 0.65% 109 0 0.0% Q2 2026 Jul 21, 2026
ASSOCIATED BANC-CORP History No change 42,872 6,333 0.15% 0.15% 110 0 0.0% Q2 2026 Jul 31, 2026
Idaho Trust Co History No change 42,573 6,289 1.84% 1.84% 111 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 69,201 6,137 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 40,933 6,047 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 40,491 5,981 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 39,808 5,880 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
BKM Wealth Management, LLC History No change 39,374 5,816 2.06% 2.06% 116 0 0.0% Q2 2026 Jul 29, 2026
Ifrah Financial Services, Inc. History No change 38,397 5,672 1.39% 1.39% 117 0 0.0% Q2 2026 Jul 21, 2026
Ironwood Financial, llc History No change 38,447 5,628 0.88% 0.88% 118 0 0.0% Q2 2026 Jul 17, 2026
ETF Portfolio Partners, Inc. History No change 37,302 5,510 1.31% 1.31% 119 0 0.0% Q2 2026 Jul 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 36,753 5,429 0.03% 0.03% 120 0 0.0% Q2 2026 Sep 23, 2026
Csenge Advisory Group History No change 36,185 5,345 0.22% 0.22% 121 0 0.0% Q2 2026 Aug 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 36,061 5,327 0.15% 0.15% 122 0 0.0% Q2 2026 Aug 10, 2026
Bleakley Financial Group, LLC History No change 34,712 5,127 0.07% 0.07% 123 0 0.0% Q2 2026 Aug 05, 2026
Betterment LLC History No change 34,192 5,051 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 14, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 34,160 5,046 0.26% 0.26% 125 0 0.0% Q2 2026 Sep 11, 2026
EP Wealth Advisors, LLC History No change 34,147 5,044 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 11, 2026
JNBA Financial Advisors History No change 33,379 4,931 0.37% 0.37% 127 0 0.0% Q2 2026 Jul 23, 2026
King Wealth Management Group History No change 32,843 4,852 0.53% 0.53% 128 0 0.0% Q2 2026 Aug 05, 2026
CFS Investment Advisory Services, LLC History No change 32,465 4,764 0.32% 0.32% 129 0 0.0% Q2 2026 Jul 16, 2026
Brightwater Advisory LLC History No change 32,195 4,756 3.01% 3.01% 130 0 0.0% Q2 2026 Aug 07, 2026
Centerpoint Advisors, LLC History No change 32,160 4,751 1.35% 1.35% 131 0 0.0% Q2 2026 Aug 05, 2026
Soltis Investment Advisors LLC History No change 32,125 4,745 0.26% 0.26% 132 0 0.0% Q2 2026 Jul 31, 2026
Astra Wealth Partners LLC History No change 31,895 4,711 2.51% 2.51% 133 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 31,680 4,680 0.02% 0.02% 134 0 0.0% Q2 2026 Jul 17, 2026
Fifth Third Wealth Advisors LLC History No change 31,421 4,641 0.13% 0.13% 135 0 0.0% Q2 2026 Jul 17, 2026
Sanctuary Advisors, LLC History No change 30,928 4,569 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History No change 30,008 4,433 0.05% 0.05% 137 0 0.0% Q2 2026 Aug 03, 2026
Midwest Trust Co History No change 29,619 4,375 0.05% 0.05% 138 0 0.0% Q2 2026 Aug 04, 2026
Goelzer Investment Management, Inc. History No change 29,472 4,353 0.19% 0.19% 139 0 0.0% Q2 2026 Jul 14, 2026
HB Wealth Management, LLC History No change 29,358 4,337 0.02% 0.02% 140 0 0.0% Q2 2026 Jul 29, 2026
Trail Ridge Investment Advisors, LLC History No change 29,297 4,328 1.83% 1.83% 141 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 29,015 4,286 0.02% 0.02% 142 0 0.0% Q2 2026 Jul 27, 2026
River Wealth Advisors LLC History No change 28,497 4,209 0.44% 0.44% 143 0 0.0% Q2 2026 Aug 04, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 28,428 4,199 4.63% 4.63% 144 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 28,055 4,144 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 14, 2026
Columbia Bank History No change 28,042 4,142 0.93% 0.93% 146 0 0.0% Q2 2026 Jul 24, 2026
Cranbrook Wealth Management, LLC History No change 28,034 4,141 0.77% 0.77% 147 0 0.0% Q2 2026 Aug 06, 2026
LTG Capital LLC History No change 27,894 4,120 2.76% 2.76% 148 0 0.0% Q2 2026 Aug 05, 2026
Alesco Advisors, LLC, An ESL Co History No change 27,297 4,032 0.09% 0.09% 149 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 27,288 4,031 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 18, 2026
NorthCrest Asset Manangement, LLC History No change 27,433 3,998 0.1% 0.1% 151 0 0.0% Q2 2026 Jul 15, 2026
Ashton Thomas Private Wealth, LLC History No change 26,966 3,983 0.08% 0.08% 152 0 0.0% Q2 2026 Jul 29, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 27,127 3,960 0.07% 0.07% 153 0 0.0% Q2 2026 Jul 27, 2026
Glass Jacobson Investment Advisors llc History No change 26,376 3,896 1.21% 1.21% 154 0 0.0% Q2 2026 Jul 30, 2026
Heritage Wealth Advisors History No change 28,654 3,829 0.13% 0.13% 155 0 0.0% Q2 2026 Aug 14, 2026
Neumann Capital Management, LLC History No change 25,748 3,803 2.52% 2.52% 156 0 0.0% Q2 2026 Jul 10, 2026
HANCOCK WHITNEY CORP History No change 25,622 3,785 0.06% 0.06% 157 0 0.0% Q2 2026 Aug 14, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 26,987 3,716 0.61% 0.72% 158 -2,296 -7.84% Q3 2026 Oct 08, 2026
Campion Asset Management History No change 24,617 3,636 2.22% 2.22% 159 0 0.0% Q2 2026 Jul 28, 2026
ANB BANK History Added to 25,936 3,571 1.27% 1.42% 160 +201 0.78% Q3 2026 Oct 09, 2026
Leeward Investments, LLC - MA History No change 24,062 3,554 0.16% 0.16% 161 0 0.0% Q2 2026 Jul 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 23,989 3,543 0.04% 0.04% 162 0 0.0% Q2 2026 Aug 13, 2026
Members Trust Co History No change 23,013 3,399 0.11% 0.11% 163 0 0.0% Q2 2026 Jul 31, 2026
Heritage Wealth Management, Inc. /CA/ History No change 22,890 3,381 1.28% 1.28% 164 0 0.0% Q2 2026 Jul 22, 2026
FIRST HAWAIIAN BANK History No change 22,452 3,316 0.42% 0.42% 165 0 0.0% Q2 2026 Jul 13, 2026
RWA WEALTH PARTNERS, LLC History No change 21,924 3,238 0.03% 0.03% 166 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Added to 23,317 3,211 0.02% 0.02% 167 +4,802 25.94% Q3 2026 Oct 08, 2026
OLD NATIONAL BANCORP /IN/ History No change 21,517 3,178 0.06% 0.06% 168 0 0.0% Q2 2026 Jul 15, 2026
Prosperity Planning, Inc. History Reduced 22,889 3,152 0.7% 0.79% 169 -483 -2.07% Q3 2026 Oct 08, 2026
FLOW TRADERS U.S. LLC History No change 21,052 3,110 0.13% 0.13% 170 0 0.0% Q2 2026 Aug 14, 2026
Cooke Wealth Management, LLC History No change 20,918 3,090 2.53% 2.53% 171 0 0.0% Q2 2026 Jul 16, 2026
AQR CAPITAL MANAGEMENT LLC History No change 20,716 3,060 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 20,453 3,022 0.05% 0.05% 173 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 20,372 3,009 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Guidance Point Advisors, LLC History No change 20,202 2,985 0.63% 0.63% 175 0 0.0% Q2 2026 Jul 31, 2026
COMMERCE BANK History No change 20,061 2,963 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 19,840 2,930 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 19,822 2,928 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 03, 2026
Bragg Financial Advisors, Inc History No change 19,744 2,916 0.08% 0.08% 179 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 19,695 2,909 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 19,497 2,880 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 12, 2026
Turning Point Benefit Group, Inc. History No change 19,473 2,864 1.23% 1.23% 182 0 0.0% Q2 2026 Jul 23, 2026
Nikulski Financial, Inc. History No change 19,346 2,857 0.62% 0.62% 183 0 0.0% Q2 2026 Jul 28, 2026
Axis Wealth Partners, LLC History No change 19,233 2,841 1.36% 1.36% 184 0 0.0% Q2 2026 Jul 28, 2026
COZAD ASSET MANAGEMENT INC History No change 19,042 2,813 0.18% 0.18% 185 0 0.0% Q2 2026 Aug 14, 2026
Allegheny Financial Group History No change 18,973 2,802 0.3% 0.3% 186 0 0.0% Q2 2026 Jul 22, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 18,904 2,792 1.01% 1.01% 187 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 18,879 2,789 0.02% 0.02% 188 0 0.0% Q2 2026 Jul 27, 2026
UMB Bank, n.a. History No change 18,422 2,721 0.03% 0.03% 189 0 0.0% Q2 2026 Aug 13, 2026
Wealth Advisory Solutions, LLC History No change 18,366 2,713 0.56% 0.56% 190 0 0.0% Q2 2026 Jul 24, 2026
Stokes Family Office, LLC History No change 18,261 2,697 0.31% 0.31% 191 0 0.0% Q2 2026 Aug 11, 2026
Heck Capital Advisors, LLC History No change 18,071 2,669 0.16% 0.16% 192 0 0.0% Q2 2026 Jul 10, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 17,720 2,617 0.59% 0.59% 193 0 0.0% Q2 2026 Aug 07, 2026
Gerald Baker Financial Group LLC History Added to 18,597 2,560 0.72% 0.76% 194 +605 3.36% Q3 2026 Oct 09, 2026
Operose Advisors LLC History No change 17,288 2,553 0.49% 0.49% 195 0 0.0% Q2 2026 Aug 13, 2026
Almanack Investment Partners, LLC. History No change 17,145 2,532 0.32% 0.32% 196 0 0.0% Q2 2026 Jul 30, 2026
HAZLETT, BURT & WATSON, INC. History No change 16,862 2,491 0.66% 0.66% 197 0 0.0% Q2 2026 Jul 30, 2026
Sierra Capital LLC History No change 16,693 2,466 0.24% 0.24% 198 0 0.0% Q2 2026 Aug 13, 2026
Stordahl Capital Management, Inc. History No change 16,610 2,453 0.45% 0.45% 199 0 0.0% Q2 2026 Jul 14, 2026
Private Advisory Group LLC History No change 16,587 2,450 0.13% 0.13% 200 0 0.0% Q2 2026 Aug 06, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 16,521 2,440 0.04% 0.04% 201 0 0.0% Q2 2026 Aug 04, 2026
Oxler Private Wealth LLC History No change 16,382 2,420 0.69% 0.69% 202 0 0.0% Q2 2026 Aug 03, 2026
Allworth Financial LP History No change 16,325 2,411 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 16,306 2,408 0.06% 0.06% 204 0 0.0% Q2 2026 Jul 07, 2026
SONATA CAPITAL GROUP INC History No change 16,290 2,406 0.78% 0.78% 205 0 0.0% Q2 2026 Jul 24, 2026
Sowell Financial Services LLC History No change 16,257 2,401 0.08% 0.08% 206 0 0.0% Q2 2026 Jul 17, 2026
One Capital Management, LLC History No change 18,082 2,395 0.07% 0.07% 207 0 0.0% Q2 2026 Aug 13, 2026
Sageworth Trust Co History No change 16,072 2,374 0.09% 0.09% 208 0 0.0% Q2 2026 Jul 28, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 15,555 2,297 0.86% 0.86% 209 0 0.0% Q2 2026 Aug 03, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 15,374 2,271 0.45% 0.45% 210 0 0.0% Q2 2026 Jul 22, 2026
Breakwater Capital Group History Added to 16,463 2,267 0.27% 0.29% 211 +175 1.07% Q3 2026 Oct 08, 2026
FIRST CITIZENS BANK & TRUST CO History No change 15,183 2,242 0.03% 0.03% 212 0 0.0% Q2 2026 Jul 13, 2026
Equitable Holdings, Inc. History No change 14,691 2,170 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 17, 2026
GLENMEDE TRUST CO NA History No change 14,574 2,153 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 10, 2026
ALLIANCEBERNSTEIN L.P. History No change 16,121 2,136 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 14, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 14,403 2,127 0.86% 0.86% 216 0 0.0% Q2 2026 Jul 14, 2026
Kingsview Wealth Management, LLC History No change 14,347 2,119 0.03% 0.03% 217 0 0.0% Q2 2026 Aug 18, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 14,333 2,117 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 13, 2026
Wealth Care LLC History No change 14,271 2,108 1.71% 1.71% 219 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Bancorp, Inc. History No change 14,023 2,071 0.54% 0.54% 220 0 0.0% Q2 2026 Jul 28, 2026
Caldwell Trust Co History No change 13,889 2,051 0.17% 0.17% 221 0 0.0% Q2 2026 Aug 03, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 13,783 2,036 0.23% 0.23% 222 0 0.0% Q2 2026 Jul 13, 2026
Alliance Private Wealth, LLC History No change 13,645 2,015 0.7% 0.7% 223 0 0.0% Q2 2026 Jul 09, 2026
Rodgers & Associates, LTD History No change 13,622 2,012 0.18% 0.18% 224 0 0.0% Q2 2026 Jul 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 13,619 2,011 0.14% 0.14% 225 0 0.0% Q2 2026 Jul 07, 2026
Cornerstone Advisory, LLC History No change 13,500 1,994 0.17% 0.17% 226 0 0.0% Q2 2026 Jul 29, 2026
Pure Financial Advisors, LLC History No change 13,434 1,984 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 13,248 1,957 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History No change 13,248 1,957 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 11, 2026
American Trust History No change 13,215 1,952 0.15% 0.15% 230 0 0.0% Q2 2026 Aug 14, 2026
Corundum Trust Company, INC History No change 13,166 1,945 5.19% 5.19% 231 0 0.0% Q2 2026 Jul 29, 2026
Novak & Powell Financial Services, Inc. History No change 13,126 1,939 0.91% 0.91% 232 0 0.0% Q2 2026 Aug 11, 2026
C2C Wealth Management, LLC History No change 13,108 1,936 1.52% 1.52% 233 0 0.0% Q2 2026 Jul 09, 2026
GC Wealth Management RIA, LLC History No change 12,998 1,920 0.11% 0.11% 234 0 0.0% Q2 2026 Jul 16, 2026
Apollon Wealth Management, LLC History No change 12,911 1,907 0.02% 0.02% 235 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 12,873 1,901 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 10, 2026
MISSION WEALTH MANAGEMENT, LP History No change 12,874 1,901 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 20, 2026
Accurate Wealth Management, LLC History No change 12,771 1,870 0.18% 0.18% 238 0 0.0% Q2 2026 Jul 14, 2026
Chicago Partners Investment Group LLC History No change 12,699 1,863 0.04% 0.04% 239 0 0.0% Q2 2026 Jul 29, 2026
VANCE WEALTH, LLC History No change 12,576 1,857 0.42% 0.42% 240 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 12,362 1,826 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 12,303 1,817 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
RIK SAYLOR FINANCIAL, INC. History No change 12,186 1,800 1.19% 1.19% 243 0 0.0% Q2 2026 Aug 05, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 12,144 1,794 0.27% 0.27% 244 0 0.0% Q2 2026 Jul 14, 2026
Sigma Planning Corp History No change 12,036 1,778 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 12,040 1,778 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 12,012 1,774 0.07% 0.07% 247 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 11,938 1,763 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 06, 2026
Hudson Oak Wealth Advisory LLC History No change 11,906 1,758 1.36% 1.36% 249 0 0.0% Q2 2026 Jul 21, 2026
Crescent Grove Advisors, LLC History No change 11,806 1,744 0.15% 0.15% 250 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 11,738 1,734 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 11,692 1,727 0.02% 0.02% 252 0 0.0% Q2 2026 Aug 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 11,637 1,719 0.04% 0.04% 253 0 0.0% Q2 2026 Jul 20, 2026
SOA Wealth Advisors, LLC. History No change 11,586 1,711 0.29% 0.29% 254 0 0.0% Q2 2026 Jul 21, 2026
Berman McAleer LLC History No change 11,569 1,709 0.2% 0.2% 255 0 0.0% Q2 2026 Jul 16, 2026
Bangor Savings Bank History No change 12,083 1,663 0.13% 0.13% 256 0 0.0% Q3 2026 Oct 06, 2026
Peregrine Asset Advisers, Inc. History No change 11,196 1,653 0.36% 0.36% 257 0 0.0% Q2 2026 Aug 10, 2026
JMAC ENTERPRISES LLC History No change 11,149 1,647 0.28% 0.28% 258 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO History No change 11,113 1,633 0.02% 0.02% 259 0 0.0% Q2 2026 Jul 27, 2026
Stenger Family Office, LLC History No change 10,909 1,611 0.26% 0.26% 260 0 0.0% Q2 2026 Jul 13, 2026
Keel Point, LLC History No change 10,638 1,571 0.09% 0.09% 261 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 10,614 1,568 0.01% 0.01% 262 0 0.0% Q2 2026 Jul 23, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 10,394 1,535 0.24% 0.24% 263 0 0.0% Q2 2026 Jul 22, 2026
Ramiah Investment Group History No change 10,374 1,532 1.17% 1.17% 264 0 0.0% Q2 2026 Jul 16, 2026
VICUS CAPITAL History No change 10,283 1,519 0.1% 0.1% 265 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 10,192 1,505 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 10,178 1,503 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 10,085 1,489 0.04% 0.04% 268 0 0.0% Q2 2026 Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 10,082 1,489 0.11% 0.11% 269 0 0.0% Q2 2026 Aug 03, 2026
Clear Creek Financial Management, LLC History No change 10,032 1,482 0.1% 0.1% 270 0 0.0% Q2 2026 Jul 27, 2026
HighMark Wealth Management LLC History No change 9,998 1,476 0.49% 0.49% 271 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 9,972 1,473 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 06, 2026
Keystone Financial Group History No change 9,449 1,395 0.08% 0.08% 273 0 0.0% Q2 2026 Jul 29, 2026
FULTON BANK, N.A. History No change 9,431 1,393 0.04% 0.04% 274 0 0.0% Q2 2026 Jul 09, 2026
NWAM LLC History No change 9,391 1,387 0.07% 0.07% 275 0 0.0% Q2 2026 Jul 23, 2026
GENESIS PRIVATE WEALTH, LLC History No change 9,337 1,379 0.39% 0.39% 276 0 0.0% Q2 2026 Jul 13, 2026
NewEdge Advisors, LLC History No change 9,185 1,357 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 12, 2026
PACIFIC FINANCIAL GROUP INC History No change 9,054 1,337 0.64% 0.64% 278 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 8,944 1,328 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 10, 2026
ANDERSON HOAGLAND & CO History No change 8,966 1,324 0.1% 0.1% 280 0 0.0% Q2 2026 Jul 06, 2026
SIMON QUICK ADVISORS, LLC History No change 8,925 1,318 0.05% 0.05% 281 0 0.0% Q2 2026 Jul 28, 2026
AMG National Trust Bank History No change 8,843 1,306 0.03% 0.03% 282 0 0.0% Q2 2026 Aug 06, 2026
Financial Partners Group, Inc History No change 8,844 1,306 0.13% 0.13% 283 0 0.0% Q2 2026 Jul 23, 2026
CARDIFF PARK ADVISORS, LLC History No change 8,845 1,306 0.1% 0.1% 284 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 8,664 1,279 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 10, 2026
FAS Wealth Partners, Inc. History No change 8,548 1,262 0.07% 0.07% 286 0 0.0% Q2 2026 Jul 29, 2026
WESBANCO BANK INC History No change 8,471 1,251 0.03% 0.03% 287 0 0.0% Q2 2026 Jul 28, 2026
Aspire Growth Partners LLC History No change 8,436 1,246 0.72% 0.72% 288 0 0.0% Q2 2026 Jul 29, 2026
TAGStone Capital, Inc. History No change 8,413 1,242 0.39% 0.39% 289 0 0.0% Q2 2026 Aug 11, 2026
Essex LLC History No change 8,306 1,226 0.19% 0.19% 290 0 0.0% Q2 2026 Jul 24, 2026
Compass Financial Group, Inc. (Ohio) History No change 8,306 1,226 0.82% 0.82% 291 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 8,173 1,207 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 03, 2026
Capital Analysts, LLC History No change 8,146 1,203 0.03% 0.03% 293 0 0.0% Q2 2026 Aug 05, 2026
Schneider Downs Wealth Management Advisors, LP History No change 8,058 1,190 0.11% 0.11% 294 0 0.0% Q2 2026 Aug 05, 2026
AssuredPartners Investment Advisors, LLC History No change 8,000 1,181 0.11% 0.11% 295 0 0.0% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History No change 7,993 1,180 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 13, 2026
Keenan, LLC History No change 7,976 1,178 0.83% 0.83% 297 0 0.0% Q2 2026 Aug 07, 2026
Alpine Bank Wealth Management History No change 7,910 1,168 0.15% 0.15% 298 0 0.0% Q2 2026 Aug 07, 2026
DAVIDSON TRUST CO History Reduced 8,418 1,159 0.46% 0.49% 299 -91 -1.07% Q3 2026 Oct 09, 2026
Wellspring Financial Advisors, LLC History No change 7,795 1,151 0.08% 0.08% 300 0 0.0% Q2 2026 Jul 20, 2026
JMG Financial Group, Ltd. History No change 7,771 1,148 0.03% 0.03% 301 0 0.0% Q2 2026 Jul 31, 2026
Finley Financial, LLC History No change 7,760 1,146 0.46% 0.46% 302 0 0.0% Q2 2026 Jul 08, 2026
Houlihan Financial Resource Group, Ltd. History No change 7,727 1,141 0.41% 0.41% 303 0 0.0% Q2 2026 Aug 10, 2026
KLCM Advisors, Inc. History No change 7,698 1,137 0.09% 0.09% 304 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 7,692 1,136 0.02% 0.02% 305 0 0.0% Q2 2026 Aug 06, 2026
CreativeOne Wealth, LLC History No change 7,587 1,120 0.02% 0.02% 306 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 7,571 1,118 0.06% 0.06% 307 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 7,300 1,078 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 04, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 7,269 1,073 0.03% 0.03% 309 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Edge Private Wealth Management, LLC History No change 7,155 1,057 0.22% 0.22% 310 0 0.0% Q2 2026 Jul 23, 2026
Private Wealth Asset Management, LLC History No change 7,099 1,048 0.1% 0.1% 311 0 0.0% Q2 2026 Aug 11, 2026
Mystic Asset Management, Inc. History No change 7,000 1,034 0.22% 0.22% 312 0 0.0% Q2 2026 Aug 11, 2026
SCS Capital Management LLC History No change 6,971 1,029 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 06, 2026
Y-Intercept (Hong Kong) Ltd History No change 6,931 1,023 0.02% 0.02% 314 0 0.0% Q2 2026 Jul 13, 2026
Narwhal Capital Management History No change 6,923 1,022 0.07% 0.07% 315 0 0.0% Q2 2026 Jul 24, 2026
BRIGHTON JONES LLC History No change 6,905 1,020 0.02% 0.02% 316 0 0.0% Q2 2026 Aug 11, 2026
Innovative Wealth Building LLC History No change 6,870 1,014 0.59% 0.59% 317 0 0.0% Q2 2026 Jul 23, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 6,862 1,013 0.01% 0.01% 318 0 0.0% Q2 2026 Sep 23, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 6,828 1,008 0.03% 0.03% 319 0 0.0% Q2 2026 Aug 05, 2026
GLR Partners, LLC History No change 6,808 1,005 0.47% 0.47% 320 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 6,763 997 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 14, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 6,648 982 0.21% 0.21% 322 0 0.0% Q2 2026 Jul 22, 2026
MainStreet Investment Advisors LLC History No change 6,573 971 0.13% 0.13% 323 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 6,523 965 0.01% 0.01% 324 0 0.0% Q2 2026 Jul 15, 2026
Calamos Wealth Management LLC History No change 6,511 961 0.03% 0.03% 325 0 0.0% Q2 2026 Jul 31, 2026
AFT, FORSYTH & COMPANY, INC. History No change 6,500 960 0.46% 0.46% 326 0 0.0% Q2 2026 Aug 14, 2026
Matthew Goff Investment Advisor, LLC History No change 6,436 950 0.16% 0.16% 327 0 0.0% Q2 2026 Jul 07, 2026
Kohmann Bosshard Financial Services, LLC History No change 6,350 938 0.08% 0.08% 328 0 0.0% Q2 2026 Jul 14, 2026
Atria Investments, Inc History No change 6,343 937 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 28, 2026
Venture Visionary Partners LLC History Added to 6,772 932 0.02% 0.03% 330 +183 2.78% Q3 2026 Oct 07, 2026
Beirne Wealth Consulting Services, LLC History No change 6,282 928 0.18% 0.18% 331 0 0.0% Q2 2026 Jul 15, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 6,221 919 0.1% 0.1% 332 0 0.0% Q2 2026 Jul 23, 2026
Allspring Global Investments Holdings, LLC History No change 6,205 910 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 13, 2026
StoneCrest Wealth Management, Inc. History No change 6,162 910 0.29% 0.29% 334 0 0.0% Q2 2026 Jul 09, 2026
Meridian Financial Advisors, LLC History No change 6,152 908 0.44% 0.44% 335 0 0.0% Q2 2026 Jul 22, 2026
RFG Advisory, LLC History No change 6,142 907 0.01% 0.01% 336 0 0.0% Q2 2026 Jul 15, 2026
MassMutual Private Wealth & Trust, FSB History No change 6,565 904 0.02% 0.03% 337 0 0.0% Q3 2026 Oct 05, 2026
Harbour Capital Advisors, LLC History No change 6,080 890 0.16% 0.16% 338 0 0.0% Q2 2026 Jul 15, 2026
Brand Asset Management Group, Inc. History No change 5,864 866 0.19% 0.19% 339 0 0.0% Q2 2026 Aug 12, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 5,830 861 0.13% 0.13% 340 0 0.0% Q2 2026 Aug 13, 2026
Independence Bank of Kentucky History No change 5,828 860 0.1% 0.1% 341 0 0.0% Q2 2026 Jul 13, 2026
Bay Capital Advisors, LLC History No change 5,797 856 0.46% 0.46% 342 0 0.0% Q2 2026 Jul 21, 2026
Krilogy Financial LLC History No change 5,747 848 0.03% 0.03% 343 0 0.0% Q2 2026 Jul 27, 2026
Vanguard National Trust Co History No change 5,656 835 0.05% 0.05% 344 0 0.0% Q2 2026 Aug 13, 2026
Texas Capital Bank Wealth Management Services Inc History No change 5,634 832 0.04% 0.04% 345 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 5,607 828 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 5,604 827 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 11, 2026
Connecticut Wealth Management, LLC History No change 5,572 823 0.03% 0.03% 348 0 0.0% Q2 2026 Jul 29, 2026
Balefire, LLC History New 5,955 820 0.13% — 350 +5,955 New Q3 2026 Oct 09, 2026
Robertson Stephens Wealth Management, LLC History No change 5,557 820 0.02% 0.02% 349 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 5,483 810 0.06% 0.06% 351 0 0.0% Q2 2026 Jul 28, 2026
IFG Advisory, LLC History No change 5,486 810 0.03% 0.03% 352 0 0.0% Q2 2026 Aug 13, 2026
Thomasville National Bank History No change 5,414 799 0.04% 0.04% 353 0 0.0% Q2 2026 Jul 20, 2026
PKS Advisory Services, LLC History No change 5,382 795 0.13% 0.13% 354 0 0.0% Q2 2026 Aug 04, 2026
Cambridge Financial Group, LLC History No change 5,378 794 0.25% 0.25% 355 0 0.0% Q3 2026 Oct 06, 2026
J.W. COLE ADVISORS, INC. History No change 5,340 788 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 21, 2026
Cannon Financial Strategists, Inc. History No change 5,302 783 0.09% 0.09% 357 0 0.0% Q2 2026 Aug 07, 2026
MONECO ADVISORS, LLC History No change 5,252 775 0.05% 0.05% 358 0 0.0% Q2 2026 Aug 11, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 5,251 775 0.09% 0.09% 359 0 0.0% Q2 2026 Jul 27, 2026
Fairscale Capital, LLC History No change 5,181 765 0.46% 0.46% 360 0 0.0% Q2 2026 Aug 07, 2026
SAXON INTERESTS, INC. History No change 5,174 764 0.21% 0.21% 361 0 0.0% Q2 2026 Aug 12, 2026
Composition Wealth, LLC History No change 5,144 759 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 22, 2026
Cambridge Advisors Inc. History No change 5,127 757 0.13% 0.13% 363 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Family Advisors, LLC History No change 5,130 757 0.32% 0.32% 364 0 0.0% Q2 2026 Aug 14, 2026
apricus wealth, LLC History No change 5,114 755 0.36% 0.36% 365 0 0.0% Q2 2026 Jul 22, 2026
PRINCIPAL SECURITIES, INC. History No change 5,040 744 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 04, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,034 743 0.01% 0.01% 367 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 5,009 740 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History No change 4,949 731 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 03, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 4,923 727 0.05% 0.05% 370 0 0.0% Q2 2026 Jul 28, 2026
Destiny Capital Corp/CO History No change 4,895 723 0.34% 0.34% 371 0 0.0% Q2 2026 Aug 10, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 4,881 721 0.33% 0.33% 372 0 0.0% Q2 2026 Aug 07, 2026
Main Street Financial Solutions, LLC History No change 4,885 721 0.05% 0.05% 373 0 0.0% Q2 2026 Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 4,872 719 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 10, 2026
Fiduciary Alliance LLC History No change 4,848 716 0.05% 0.05% 375 0 0.0% Q2 2026 Jul 20, 2026
Crestwood Advisors Group, LLC History No change 4,821 712 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 03, 2026
AWM CAPITAL, LLC History No change 4,822 712 0.06% 0.06% 377 0 0.0% Q2 2026 Jul 31, 2026
Professional Financial Advisors, LLC History No change 4,805 709 0.12% 0.12% 378 0 0.0% Q2 2026 Jul 09, 2026
Strategic Blueprint, LLC History No change 4,796 708 0.04% 0.04% 379 0 0.0% Q2 2026 Jul 23, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 4,797 708 0.06% 0.06% 380 0 0.0% Q2 2026 Jul 27, 2026
Stratos Investment Management, LLC History No change 4,790 707 0.03% 0.03% 381 0 0.0% Q2 2026 Aug 11, 2026
Purkiss Capital Advisors LLC History No change 4,760 703 0.27% 0.27% 382 0 0.0% Q2 2026 Jul 30, 2026
Dakota Wealth Management History No change 4,757 702 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 07, 2026
MSH Capital Advisors LLC History No change 4,725 698 0.12% 0.12% 384 0 0.0% Q2 2026 Aug 10, 2026
Performance Wealth Partners, LLC History No change 4,649 686 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 07, 2026
Nicholas Hoffman & Company, LLC. History No change 4,630 683 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 04, 2026
Meridian Wealth Management, LLC History No change 4,618 682 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 05, 2026
SageView Advisory Group, LLC History No change 4,623 682 0.02% 0.02% 388 0 0.0% Q2 2026 Aug 10, 2026
GW HENSSLER & ASSOCIATES LTD History No change 4,588 677 0.03% 0.03% 389 0 0.0% Q2 2026 Jul 28, 2026
Rockbridge Investment Management, LCC History No change 4,566 674 0.05% 0.05% 390 0 0.0% Q2 2026 Aug 14, 2026
EPG Wealth Management LLC History No change 4,540 670 0.16% 0.16% 391 0 0.0% Q2 2026 Jul 28, 2026
Flaharty Asset Management, LLC History No change 4,553 668 0.96% 0.96% 392 0 0.0% Q2 2026 Jul 08, 2026
American Wealth Advisors, LLC History No change 4,428 654 0.61% 0.61% 393 0 0.0% Q2 2026 Aug 07, 2026
Avantax Planning Partners, Inc. History No change 4,422 653 0.02% 0.02% 394 0 0.0% Q2 2026 Jul 28, 2026
Yanni & Associates Investment Advisors, LLC History No change 4,400 650 0.6% 0.6% 395 0 0.0% Q2 2026 Jul 08, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 4,394 649 0.64% 0.64% 396 0 0.0% Q2 2026 Jul 21, 2026
BAILARD, INC. History No change 4,383 647 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 30, 2026
FC Advisory LLC History Added to 4,651 640 0.17% 0.18% 398 +15 0.32% Q3 2026 Oct 05, 2026
Triangle Securities Wealth Management History No change 4,292 634 0.13% 0.13% 399 0 0.0% Q2 2026 Jul 14, 2026
COOKSON PEIRCE & CO INC History No change 4,274 631 0.02% 0.02% 400 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Advisory Services, LLC History No change 4,252 628 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 14, 2026
Weinberger Asset Management, Inc History No change 4,250 628 0.2% 0.2% 402 0 0.0% Q2 2026 Aug 05, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 4,502 619 0.04% 0.04% 403 0 0.0% Q3 2026 Oct 09, 2026
Montecito Bank & Trust History No change 4,490 618 0.09% 0.1% 404 0 0.0% Q3 2026 Oct 01, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 4,179 617 0.04% 0.04% 405 0 0.0% Q2 2026 Jul 23, 2026
Ancora Advisors LLC History No change 4,175 616 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 14, 2026
First Citizens Asset Management, Inc. History No change 4,151 613 0.2% 0.2% 407 0 0.0% Q2 2026 Jul 17, 2026
Clark Capital Management Group, Inc. History No change 4,149 612 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 11, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 4,139 611 0.02% 0.02% 409 0 0.0% Q2 2026 Aug 20, 2026
Capital Investment Advisors, LLC History No change 4,142 611 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 4,141 610 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History No change 4,100 605 0.04% 0.04% 412 0 0.0% Q2 2026 Aug 04, 2026
XTX Topco Ltd History No change 4,081 602 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 14, 2026
Blackston Financial Advisory Group, LLC History No change 4,072 601 0.34% 0.34% 414 0 0.0% Q2 2026 Aug 14, 2026
Hyundai Investments Co., Ltd. History No change 4,063 598 0.65% 0.65% 415 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 4,041 596 0.02% 0.02% 416 0 0.0% Q2 2026 Jul 20, 2026
IFG Advisors, LLC History No change 4,008 592 0.08% 0.08% 417 0 0.0% Q2 2026 Jul 22, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,001 591 0.04% 0.04% 418 0 0.0% Q2 2026 Aug 07, 2026
Wolff Financial Management LLC History No change 4,000 590 0.12% 0.12% 419 0 0.0% Q2 2026 Jul 16, 2026
Riverbend Wealth Management, LLC History No change 4,000 590 0.3% 0.3% 420 0 0.0% Q2 2026 Jul 22, 2026
ASPIRIANT, LLC History No change 3,976 587 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 20, 2026
MV CAPITAL MANAGEMENT, INC. History No change 3,951 583 0.05% 0.05% 422 0 0.0% Q2 2026 Jul 30, 2026
First Command Advisory Services, Inc. History No change 3,948 583 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 10, 2026
River Street Advisors LLC History No change 3,877 572 0.17% 0.17% 424 0 0.0% Q2 2026 Jul 21, 2026
Net Worth Advisory Group History No change 3,866 571 0.14% 0.14% 425 0 0.0% Q2 2026 Jul 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,853 569 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 14, 2026
Financial Alternatives, Inc History No change 3,806 562 0.28% 0.28% 427 0 0.0% Q2 2026 Aug 10, 2026
Claro Advisors Inc. History No change 3,803 561 0.06% 0.06% 428 0 0.0% Q2 2026 Jul 30, 2026
TrinityBridge Ltd History No change 3,741 552 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 11, 2026
Topsail Wealth Management, LLC History No change 3,624 535 0.07% 0.07% 430 0 0.0% Q2 2026 Aug 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,601 531 0.08% 0.08% 431 0 0.0% Q2 2026 Jul 21, 2026
SouthState Bank Corp History No change 3,516 519 0.02% 0.02% 432 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 3,515 519 0.06% 0.06% 433 0 0.0% Q2 2026 Jul 10, 2026
BROWN ADVISORY INC History No change 3,506 517 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 3,496 516 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 06, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 3,482 514 0.03% 0.03% 436 0 0.0% Q2 2026 Jul 28, 2026
ARWA LLC History No change 3,449 514 0.21% 0.21% 437 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 3,454 510 0.01% 0.01% 438 0 0.0% Q2 2026 Jul 28, 2026
Ironsides Asset Advisors, LLC History No change 3,450 509 0.12% 0.12% 439 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 3,444 508 0.01% 0.01% 440 0 0.0% Q2 2026 Jul 28, 2026
BANK OF STOCKTON History No change 3,437 507 0.14% 0.14% 441 0 0.0% Q2 2026 Jul 29, 2026
Goldstein Advisors, LLC History No change 3,420 505 0.05% 0.05% 442 0 0.0% Q2 2026 Jul 20, 2026
BURKE & HERBERT BANK & TRUST CO History No change 3,391 500 0.12% 0.12% 443 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Group, LLC / MO History No change 3,387 500 0.33% 0.33% 444 0 0.0% Q2 2026 Jul 24, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 3,750 496 0.06% 0.06% 445 0 0.0% Q2 2026 Aug 05, 2026
DOLIVER ADVISORS, LP History Reduced 3,589 494 0.11% 0.12% 446 -5 -0.14% Q3 2026 Oct 01, 2026
MidAtlantic Capital Management, Inc. History No change 3,344 494 0.31% 0.31% 447 0 0.0% Q2 2026 Aug 10, 2026
Park Place Capital Corp History No change 3,333 492 0.08% 0.08% 448 0 0.0% Q2 2026 Aug 13, 2026
Sensible Money, LLC History No change 3,311 489 0.13% 0.13% 449 0 0.0% Q2 2026 Jul 30, 2026
Mayflower Financial Advisors, LLC History No change 3,294 486 0.04% 0.04% 450 0 0.0% Q2 2026 Jul 09, 2026
Ally Invest Advisors Inc. History No change 3,289 485 0.03% 0.03% 451 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 3,273 483 0.02% 0.02% 452 0 0.0% Q2 2026 Jul 27, 2026
Highland Investment Advisors LLC History No change 3,252 480 0.21% 0.21% 453 0 0.0% Q2 2026 Aug 13, 2026
SlateStone Wealth, LLC History No change 3,223 476 0.04% 0.04% 454 0 0.0% Q2 2026 Jul 20, 2026
Integrated Wealth Concepts LLC History No change 3,207 473 0.0% 0.0% 455 0 0.0% Q2 2026 Sep 08, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 3,198 472 0.07% 0.07% 456 0 0.0% Q2 2026 Aug 12, 2026
SAGE FINANCIAL GROUP INC History No change 3,193 471 0.03% 0.03% 457 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Planning, LLC History No change 3,189 471 0.11% 0.11% 458 0 0.0% Q2 2026 Jul 29, 2026
DAVENPORT & Co LLC History No change 3,181 469 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 13, 2026
BOSTON FAMILY OFFICE LLC History No change 3,166 468 0.03% 0.03% 460 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 3,151 465 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 04, 2026
Crusonia Wealth Advisors LLC History No change 3,126 461 0.08% 0.08% 462 0 0.0% Q2 2026 Jul 30, 2026
Independent Solutions Wealth Management, LLC History No change 3,062 452 0.06% 0.06% 463 0 0.0% Q2 2026 Jul 29, 2026
FIRST NATIONAL BANK OF OMAHA History No change 3,055 449 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 07, 2026
Caprock Group, LLC History No change 3,034 448 0.01% 0.01% 465 0 0.0% Q2 2026 Jul 27, 2026
UPTICK PARTNERS, LLC History No change 3,014 445 0.07% 0.07% 466 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 2,994 442 0.03% 0.03% 467 0 0.0% Q2 2026 Sep 04, 2026
TENET WEALTH PARTNERS, LLC History No change 2,972 441 0.33% 0.33% 468 0 0.0% Q2 2026 Aug 07, 2026
ROMANO BROTHERS AND COMPANY History No change 2,965 438 0.04% 0.04% 469 0 0.0% Q2 2026 Jul 21, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 2,961 437 0.07% 0.07% 470 0 0.0% Q2 2026 Jul 27, 2026
Perigon Wealth Management, LLC History No change 2,936 433 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 07, 2026
WASHINGTON TRUST BANK History No change 2,930 432 0.03% 0.03% 472 0 0.0% Q2 2026 Aug 05, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 2,900 428 0.2% 0.2% 473 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 2,880 425 0.01% 0.01% 474 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,877 425 0.01% 0.01% 475 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Wealth Management, LLC History No change 2,869 423 0.02% 0.02% 476 0 0.0% Q2 2026 Jul 22, 2026
Nilsine Partners, LLC History No change 2,870 423 0.03% 0.03% 477 0 0.0% Q2 2026 Jul 24, 2026
Zhang Financial LLC History No change 2,828 417 0.01% 0.01% 478 0 0.0% Q2 2026 Jul 30, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 2,814 415 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 2,800 413 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 13, 2026
Callan Family Office, LLC History No change 2,770 409 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 11, 2026
Hilltop Holdings Inc. History No change 2,768 408 0.03% 0.03% 482 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 2,758 407 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 05, 2026
Lewis Asset Management, LLC History No change 2,750 406 0.14% 0.14% 484 0 0.0% Q2 2026 Jul 21, 2026
Rayburn West Financial Services LLC History No change 2,750 406 0.22% 0.22% 485 0 0.0% Q2 2026 Aug 07, 2026
Mezzasalma Advisors, LLC History No change 2,727 402 0.08% 0.08% 486 0 0.0% Q2 2026 Aug 10, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,694 397 0.06% 0.06% 487 0 0.0% Q2 2026 Aug 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 2,693 397 0.02% 0.02% 488 0 0.0% Q2 2026 Jul 31, 2026
CRA Financial Services, LLC History No change 2,672 394 0.05% 0.05% 489 0 0.0% Q2 2026 Jul 24, 2026
Wagner Wealth Management, LLC History No change 2,658 392 0.07% 0.07% 490 0 0.0% Q2 2026 Jul 24, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 2,658 392 0.26% 0.26% 491 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 2,652 391 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 11, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 2,634 389 0.07% 0.07% 493 0 0.0% Q2 2026 Jul 21, 2026
WILLNER & HELLER, LLC History No change 2,637 389 0.24% 0.24% 494 0 0.0% Q2 2026 Jul 07, 2026
Root Financial Partners, LLC History No change 2,635 389 0.02% 0.02% 495 0 0.0% Q2 2026 Jul 29, 2026
EQUITABLE TRUST CO History No change 2,632 388 0.02% 0.02% 496 0 0.0% Q2 2026 Jul 23, 2026
Bellwether Advisors, LLC History No change 2,621 387 0.06% 0.06% 497 0 0.0% Q2 2026 Aug 13, 2026
KPP Advisory Services LLC History No change 2,618 386 0.05% 0.05% 498 0 0.0% Q2 2026 Jul 24, 2026
StoneX Group Inc. History No change 2,612 385 0.02% 0.02% 499 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 2,593 383 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 2,594 383 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 15, 2026
Western Wealth Management, LLC History No change 2,576 380 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 14, 2026
Busey Bank History No change 2,549 376 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 2,532 374 0.01% 0.01% 504 0 0.0% Q2 2026 Jul 24, 2026
Gryphon Financial Partners LLC History No change 2,528 373 0.03% 0.03% 505 0 0.0% Q2 2026 Aug 05, 2026
Atlas Brown,Inc. History Added to 2,703 372 0.1% 0.11% 506 +9 0.33% Q3 2026 Oct 09, 2026
IHT Wealth Management, LLC History No change 2,521 372 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 14, 2026
Bonfire Financial History No change 2,515 371 0.24% 0.24% 508 0 0.0% Q2 2026 Aug 07, 2026
BIP Wealth, LLC History No change 2,501 369 0.01% 0.01% 509 0 0.0% Q2 2026 Aug 03, 2026
Renasant Bank History No change 2,500 369 0.24% 0.24% 510 0 0.0% Q2 2026 Aug 11, 2026
MKT Advisors LLC History No change 2,507 366 0.11% 0.11% 511 0 0.0% Q2 2026 Jul 09, 2026
Heartwood Wealth Advisors LLC History No change 2,645 364 0.03% 0.03% 512 0 0.0% Q3 2026 Oct 05, 2026
Savvy Advisors, Inc. History No change 2,465 364 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY TRUST CO History No change 2,459 363 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 13, 2026
FAYEZ SAROFIM & CO History No change 2,446 361 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 14, 2026
Clarity Asset Management, Inc. History No change 2,450 361 0.18% 0.18% 516 0 0.0% Q2 2026 Jul 16, 2026
Confluence Wealth Services, Inc. History No change 2,433 359 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 22, 2026
VeraBank, N.A. History No change 2,417 357 0.06% 0.06% 518 0 0.0% Q2 2026 Aug 05, 2026
KWMG, LLC History No change 2,588 356 0.03% 0.03% 519 0 0.0% Q3 2026 Oct 07, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,406 355 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 2,402 354 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 06, 2026
Haverford Trust Co History No change 2,383 352 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 12, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 2,355 348 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 04, 2026
Gen-Wealth Partners Inc History No change 2,357 348 0.1% 0.1% 524 0 0.0% Q2 2026 Aug 10, 2026
Eagle Strategies LLC History No change 2,350 347 0.03% 0.03% 525 0 0.0% Q2 2026 Jul 21, 2026
Insight Inv LLC History No change 2,344 346 0.16% 0.16% 526 0 0.0% Q2 2026 Jul 23, 2026
Merit Financial Group, LLC History No change 2,331 344 0.0% 0.0% 527 0 0.0% Q2 2026 Jul 20, 2026
Capital Square, LLC History No change 2,354 344 0.15% 0.15% 528 0 0.0% Q2 2026 Aug 12, 2026
Rockwood Wealth Management, LLC History No change 2,333 344 0.02% 0.02% 529 0 0.0% Q2 2026 Jul 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,320 342 0.04% 0.04% 530 0 0.0% Q2 2026 Jul 29, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 2,312 341 0.06% 0.06% 531 0 0.0% Q2 2026 Aug 04, 2026
Portland Global Advisors LLC History No change 2,312 341 0.03% 0.03% 532 0 0.0% Q2 2026 Aug 13, 2026
Reynders McVeigh Capital Management, LLC History No change 2,300 340 0.02% 0.02% 533 0 0.0% Q2 2026 Sep 15, 2026
Brookstone Capital Management History No change 2,283 337 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 15, 2026
Heritage Family Offices, LLP History No change 2,287 337 0.13% 0.13% 535 0 0.0% Q2 2026 Jul 29, 2026
Townsend Financial Planning, LLC History No change 2,286 337 0.29% 0.29% 536 0 0.0% Q2 2026 Aug 06, 2026
Pacific Excel Wealth Advisors, Inc. History No change 2,287 337 0.13% 0.13% 537 0 0.0% Q2 2026 Jul 06, 2026
Guardian Financial Partners, LLC History No change 2,272 335 0.13% 0.13% 538 0 0.0% Q2 2026 Jul 15, 2026
Royal Fund Management, LLC History No change 2,270 335 0.03% 0.03% 539 0 0.0% Q2 2026 Jul 20, 2026
Clientfirst Wealth Management, LLC History No change 2,258 333 0.27% 0.27% 540 0 0.0% Q2 2026 Jul 30, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,245 331 0.02% 0.02% 541 0 0.0% Q2 2026 Jul 15, 2026
Waldron Private Wealth LLC History No change 2,218 327 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 20, 2026
Breachway Investments LLC History No change 2,220 327 0.49% 0.49% 543 0 0.0% Q2 2026 Jul 13, 2026
MATHER GROUP, LLC. History No change 2,195 324 0.0% 0.0% 544 0 0.0% Q2 2026 Jul 27, 2026
LexAurum Advisors, LLC History No change 2,197 324 0.04% 0.04% 545 0 0.0% Q2 2026 Jul 15, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 2,172 320 0.02% 0.02% 546 0 0.0% Q2 2026 Aug 11, 2026
ENZI WEALTH History No change 2,160 317 0.1% 0.1% 547 0 0.0% Q2 2026 Jul 15, 2026
PETRA FINANCIAL ADVISORS INC History No change 2,150 317 0.15% 0.15% 548 0 0.0% Q2 2026 Jul 24, 2026
VSM Wealth Advisory, LLC History No change 2,148 317 0.08% 0.08% 549 0 0.0% Q2 2026 Jul 22, 2026
Blankinship & Foster, LLC History No change 2,123 313 0.06% 0.06% 550 0 0.0% Q2 2026 Jul 30, 2026
Hilltop National Bank History No change 2,116 312 0.07% 0.07% 551 0 0.0% Q2 2026 Jul 01, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 2,107 311 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 14, 2026
Community Bank & Trust, Waco, Texas History No change 2,098 310 0.06% 0.06% 553 0 0.0% Q2 2026 Aug 04, 2026
Retirement Planning Co of New England, Inc. History No change 2,095 309 0.11% 0.11% 554 0 0.0% Q2 2026 Jul 30, 2026
HARBOUR INVESTMENTS, INC. History No change 2,066 305 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 12, 2026
Horizon Wealth Management, LLC History No change 2,068 305 0.04% 0.04% 556 0 0.0% Q2 2026 Aug 06, 2026
Wick Capital Partners, LLC History No change 2,069 305 0.05% 0.05% 557 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 2,061 304 0.01% 0.01% 558 0 0.0% Q2 2026 Jul 30, 2026
Vestmark Advisory Solutions, Inc. History No change 2,061 304 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,056 303 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,065 303 0.02% 0.02% 561 0 0.0% Q2 2026 Jul 22, 2026
JPL Wealth Management, LLC History No change 2,053 303 0.06% 0.06% 562 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History No change 2,049 302 0.02% 0.02% 563 0 0.0% Q2 2026 Jul 21, 2026
ZWJ INVESTMENT COUNSEL INC History No change 2,048 302 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 16, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 2,038 301 0.01% 0.01% 565 0 0.0% Q2 2026 Jul 27, 2026
Accredited Investors Inc. History No change 2,034 300 0.01% 0.01% 566 0 0.0% Q2 2026 Jul 21, 2026
FSA Advisors, Inc. History No change 2,032 300 0.14% 0.14% 567 0 0.0% Q2 2026 Aug 17, 2026
Bravias Capital Group, LLC History No change 2,037 300 0.18% 0.18% 568 0 0.0% Q2 2026 Jul 30, 2026
Wedmont Private Capital History Reduced 2,134 299 0.01% 0.01% 569 -42 -1.93% Q3 2026 Oct 09, 2026
LaSalle St. Investment Advisors, LLC History No change 2,022 298 0.04% 0.04% 570 0 0.0% Q2 2026 Aug 11, 2026
EARNEST PARTNERS LLC History No change 2,013 297 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 13, 2026
DT Investment Partners, LLC History No change 2,000 295 0.02% 0.02% 572 0 0.0% Q2 2026 Jul 27, 2026
MMA ASSET MANAGEMENT LLC History No change 1,998 295 0.09% 0.09% 573 0 0.0% Q2 2026 Aug 04, 2026
First Heartland Consultants, Inc. History Reduced 2,135 294 0.02% 0.07% 574 -5,478 -71.96% Q3 2026 Oct 08, 2026
Valeo Financial Advisors, LLC History No change 2,136 294 0.01% 0.01% 575 0 0.0% Q3 2026 Oct 08, 2026
Aprio Wealth Management, LLC History No change 1,996 294 0.01% 0.01% 576 0 0.0% Q2 2026 Jul 24, 2026
Vann Equity Management LLC History Added to 2,130 293 0.17% 0.19% 577 +29 1.38% Q3 2026 Oct 07, 2026
MOTCO History No change 1,979 292 0.02% 0.02% 578 0 0.0% Q2 2026 Jul 31, 2026
Sunesis Advisors, LLC History No change 1,977 292 0.12% 0.12% 579 0 0.0% Q2 2026 Jul 10, 2026
Vickerman Investment Advisors, Inc. History No change 1,958 289 0.06% 0.06% 580 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 1,950 288 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 14, 2026
Insight Advisors, LLC/ PA History No change 1,949 287 0.05% 0.05% 582 0 0.0% Q2 2026 Aug 05, 2026
NorthRock Partners, LLC History No change 1,939 286 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 1,936 285 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 09, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 1,925 284 0.07% 0.07% 585 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 1,919 283 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 1,921 283 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 1,914 282 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 1,912 282 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 23, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 1,905 281 0.02% 0.02% 590 0 0.0% Q2 2026 Jul 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 2,037 280 0.0% 0.0% 592 +112 5.82% Q3 2026 Oct 05, 2026
STOCK YARDS BANK & TRUST CO History No change 1,902 280 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 19, 2026
Cape Investment Advisory, Inc. History No change 1,892 279 0.07% 0.07% 593 0 0.0% Q2 2026 Jul 23, 2026
Alpha Financial Advisors, LLC History No change 1,887 278 0.07% 0.07% 594 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History Reduced 1,985 276 0.0% 0.0% 596 -39 -1.93% Q3 2026 Oct 08, 2026
BENJAMIN EDWARDS INC History No change 1,869 276 0.0% 0.0% 595 0 0.0% Q2 2026 Jul 24, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 2,000 275 0.03% 0.03% 597 0 0.0% Q3 2026 Oct 08, 2026
Accelerate Investment Advisors LLC History No change 1,863 275 0.16% 0.16% 598 0 0.0% Q2 2026 Aug 12, 2026
CHAPIN DAVIS, INC. History No change 1,949 268 0.05% 0.05% 599 0 0.0% Q3 2026 Oct 08, 2026
INTEGRITY ALLIANCE, LLC. History No change 1,811 267 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 31, 2026
MB Generational Wealth, LLC History No change 1,814 267 0.13% 0.13% 601 0 0.0% Q2 2026 Jul 31, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 1,800 265 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 1,799 265 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 24, 2026
Nalls Sherbakoff Group, LLC History No change 1,799 265 0.19% 0.19% 604 0 0.0% Q2 2026 Aug 17, 2026
V2 Financial group LLC History No change 1,800 265 0.1% 0.1% 605 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 1,785 263 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 23, 2026
SAPIENT CAPITAL LLC History No change 1,910 263 0.0% 0.0% 607 0 0.0% Q3 2026 Oct 08, 2026
Financial Solutions Advisory Group, Inc. History No change 1,810 263 0.03% 0.03% 608 0 0.0% Q2 2026 Jul 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 1,770 261 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 14, 2026
HCR Wealth Advisors History No change 1,767 261 0.02% 0.02% 610 0 0.0% Q2 2026 Jul 13, 2026
Weil Company, Inc. History No change 1,764 260 0.05% 0.05% 611 0 0.0% Q2 2026 Aug 05, 2026
NWF Advisory Services Inc. History No change 1,766 260 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 29, 2026
Blue Trust, Inc. History No change 1,749 258 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 21, 2026
Greenspring Advisors, LLC History No change 1,741 257 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 11, 2026
Advisors Capital Management, LLC History No change 1,732 255 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 11, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 1,732 255 0.09% 0.09% 616 0 0.0% Q2 2026 Jul 14, 2026
Investmark Advisory Group LLC History No change 1,729 255 0.1% 0.1% 617 0 0.0% Q2 2026 Aug 07, 2026
SWP FINANCIAL LLC History No change 1,728 255 0.12% 0.12% 618 0 0.0% Q2 2026 Jul 24, 2026
Madden Advisory Services, Inc. History No change 1,720 254 0.09% 0.09% 619 0 0.0% Q2 2026 Aug 04, 2026
Wealth Advisory Team LLC History No change 1,723 254 0.21% 0.21% 620 0 0.0% Q2 2026 Jul 23, 2026
MBL Wealth, LLC History No change 1,700 251 0.02% 0.02% 621 0 0.0% Q2 2026 Jul 15, 2026
Aufman Associates Inc History No change 1,699 250 0.1% 0.1% 622 0 0.0% Q2 2026 Aug 12, 2026
First County Bank /CT/ History No change 1,696 250 0.12% 0.12% 623 0 0.0% Q2 2026 Jul 02, 2026
First City Capital Management, Inc. History No change 1,690 249 0.12% 0.12% 624 0 0.0% Q2 2026 Jul 13, 2026
Clark Asset Management, LLC History No change 1,684 248 0.02% 0.02% 625 0 0.0% Q2 2026 Jul 07, 2026
Veridan Wealth LLC History No change 1,677 247 0.08% 0.08% 626 0 0.0% Q2 2026 Aug 10, 2026
MONEYWISE, INC. History No change 1,667 246 0.09% 0.09% 627 0 0.0% Q2 2026 Jul 21, 2026
WBH ADVISORY INC History No change 1,663 245 0.02% 0.02% 628 0 0.0% Q2 2026 Aug 05, 2026
Relyea Zuckerberg Hanson LLC History No change 1,663 245 0.02% 0.02% 629 0 0.0% Q2 2026 Jul 16, 2026
Noble Wealth Partners LLC History No change 1,661 245 0.21% 0.21% 630 0 0.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History No change 1,652 244 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 12, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,654 244 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 13, 2026
Lee, Kelleher & Klein Wealth Management History No change 1,772 244 0.13% 0.14% 633 0 0.0% Q3 2026 Oct 08, 2026
KCM INVESTMENT ADVISORS LLC History No change 1,649 243 0.01% 0.01% 634 0 0.0% Q2 2026 Aug 13, 2026
Convergence Financial, LLC History No change 1,650 243 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 05, 2026
Elm Partners Management LLC History No change 1,636 241 0.01% 0.01% 636 0 0.0% Q2 2026 Oct 07, 2026
Geneos Wealth Management Inc. History No change 1,634 241 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 06, 2026
Baker Avenue Asset Management, LP History No change 1,629 240 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 28, 2026
Holland Advisory Services, Inc. History No change 1,627 240 0.27% 0.27% 639 0 0.0% Q2 2026 Jul 13, 2026
Huntleigh Advisors, Inc. History No change 1,620 239 0.03% 0.03% 640 0 0.0% Q2 2026 Aug 04, 2026
Hamilton Capital, LLC History No change 1,738 239 0.01% 0.01% 641 0 0.0% Q3 2026 Oct 08, 2026
Friday Financial History No change 1,724 239 0.05% 0.07% 642 0 0.0% Q3 2026 Oct 09, 2026
Allen Investment Management, LLC History No change 1,612 238 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 05, 2026
Buttonwood Financial Advisors Inc. History No change 1,615 238 0.07% 0.07% 644 0 0.0% Q2 2026 Jul 13, 2026
Empower Advisory Group, LLC History No change 1,616 238 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 12, 2026
Hixon Zuercher, LLC History No change 1,600 236 0.07% 0.07% 646 0 0.0% Q2 2026 Jul 20, 2026
OpenArc Corporate Advisory, LLC History No change 1,600 236 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 05, 2026
Decker Wealth Management LLC History No change 1,720 236 0.05% 0.05% 648 0 0.0% Q3 2026 Oct 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 1,589 234 0.01% 0.01% 649 0 0.0% Q2 2026 Jul 17, 2026
Cosner Financial Group, LLC History No change 1,578 233 0.12% 0.12% 650 0 0.0% Q2 2026 Aug 10, 2026
Gateway Wealth Partners, LLC History No change 1,580 233 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 04, 2026
ABLE Financial Group, LLC History No change 1,573 232 0.04% 0.04% 652 0 0.0% Q2 2026 Jul 22, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,564 231 0.07% 0.07% 653 0 0.0% Q2 2026 Jul 16, 2026
PRIVATE MANAGEMENT GROUP INC History No change 1,546 228 0.01% 0.01% 654 0 0.0% Q2 2026 Jul 31, 2026
Align Financial, LLC History No change 1,548 228 0.11% 0.11% 655 0 0.0% Q2 2026 Jul 27, 2026
Belpointe Asset Management LLC History No change 1,540 227 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 1,540 227 0.03% 0.03% 657 0 0.0% Q2 2026 Jul 31, 2026
Dynamic Financial Group History No change 1,538 227 0.17% 0.17% 658 0 0.0% Q2 2026 Jul 27, 2026
Clayton Financial Group LLC History No change 1,535 226 0.12% 0.12% 659 0 0.0% Q2 2026 Jul 20, 2026
Christensen, King & Associates Investment Services, Inc. History No change 1,535 226 0.09% 0.09% 660 0 0.0% Q2 2026 Jul 14, 2026
Sound Income Strategies, LLC History Added to 1,608 225 0.01% 0.01% 661 +4 0.25% Q3 2026 Oct 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 1,521 224 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 17, 2026
Dana Investment Advisors, Inc. History No change 1,516 223 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 13, 2026
Plan Group Financial, LLC History No change 1,510 223 0.05% 0.05% 664 0 0.0% Q2 2026 Aug 03, 2026
McGlone Suttner Wealth Management, Inc. History No change 1,515 223 0.03% 0.03% 665 0 0.0% Q2 2026 Jul 21, 2026
BlueChip Wealth Advisors LLC History No change 1,516 223 0.08% 0.08% 666 0 0.0% Q2 2026 Jul 30, 2026
Simmons Bank History No change 1,506 222 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 31, 2026
Wealth Preservation Advisors, LLC History No change 1,505 222 0.13% 0.13% 668 0 0.0% Q2 2026 Aug 14, 2026
Virtus Wealth Solutions LLC History No change 1,505 222 0.03% 0.03% 669 0 0.0% Q2 2026 Jul 24, 2026
NICOLET BANKSHARES INC History No change 1,500 221 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 11, 2026
JTC Employer Solutions Trustee Ltd History No change 1,496 221 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 31, 2026
TRUE Private Wealth Advisors History No change 1,490 220 0.02% 0.02% 672 0 0.0% Q2 2026 Jul 23, 2026
PFS Partners, LLC History No change 1,483 219 0.09% 0.09% 673 0 0.0% Q2 2026 Jul 20, 2026
Perissos Private Wealth Management, LLC History No change 1,489 219 0.15% 0.15% 674 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 1,485 219 0.03% 0.03% 675 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 1,482 218 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 29, 2026
Hidden Cove Wealth Management, LLC History No change 1,477 218 0.12% 0.12% 677 0 0.0% Q2 2026 Jul 21, 2026
VANGUARD ADVISERS INC History No change 1,470 217 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 1,464 216 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,448 213 0.07% 0.07% 680 0 0.0% Q2 2026 Jul 31, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 1,447 213 0.07% 0.07% 681 0 0.0% Q2 2026 Jul 09, 2026
Fee-Only Financial Planning, L.C. History No change 1,440 212 0.11% 0.11% 682 0 0.0% Q2 2026 Jul 29, 2026
Smithfield Trust Co History No change 1,422 210 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 05, 2026
Horizon Investments, LLC History No change 1,420 209 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 13, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 1,419 209 0.04% 0.04% 685 0 0.0% Q2 2026 Jul 09, 2026
Strategies Wealth Advisors, LLC History No change 1,409 208 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 14, 2026
BEARING POINT CAPITAL, LLC History No change 1,409 208 0.03% 0.03% 687 0 0.0% Q2 2026 Aug 11, 2026
FOSTER & MOTLEY INC History No change 1,400 207 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 07, 2026
Milestones Private Investment Advisors LLC History No change 1,406 207 0.16% 0.16% 689 0 0.0% Q2 2026 Jul 24, 2026
Grant Street Asset Management, Inc. History No change 1,395 206 0.03% 0.03% 690 0 0.0% Q2 2026 Aug 05, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 1,400 206 0.07% 0.07% 691 0 0.0% Q2 2026 Aug 05, 2026
Wealth Architects, LLC History No change 1,389 205 0.02% 0.02% 692 0 0.0% Q2 2026 Jul 23, 2026
Forvis Mazars Wealth Advisors, LLC History No change 1,383 204 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 10, 2026
Investment Advisory Group, LLC History No change 1,387 204 0.04% 0.04% 694 0 0.0% Q2 2026 Aug 06, 2026
Independent Wealth Advisors LLC History No change 1,385 204 0.18% 0.18% 695 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 1,369 202 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 20, 2026
Summit Asset Management, LLC History No change 1,372 202 0.03% 0.03% 697 0 0.0% Q2 2026 Aug 06, 2026
Garde Capital, Inc. History No change 1,371 202 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 31, 2026
Glenview Trust Co History No change 1,373 202 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 18, 2026
HM PAYSON & CO History No change 1,367 201 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 17, 2026
Summit Trail Advisors, LLC History No change 1,365 201 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 11, 2026
Meeder Advisory Services, Inc. History No change 1,355 200 0.01% 0.01% 702 0 0.0% Q2 2026 Aug 07, 2026
Koss-Olinger Consulting, LLC History No change 1,357 200 0.02% 0.02% 703 0 0.0% Q2 2026 Aug 10, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,352 199 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 14, 2026
Sage Mountain Advisors LLC History No change 1,338 197 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 05, 2026
Silicon Valley Capital Partners History No change 1,313 193 0.02% 0.02% 706 0 0.0% Q2 2026 Sep 21, 2026
ALERUS FINANCIAL NA History No change 1,256 185 0.01% 0.01% 707 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 1,248 184 0.01% 0.01% 708 0 0.0% Q2 2026 Jul 22, 2026
Meramec Financial Planners, LLC History No change 1,240 184 0.07% 0.07% 709 0 0.0% Q2 2026 Jul 28, 2026
Legacy Bridge, LLC History No change 1,185 175 0.05% 0.05% 710 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 1,190 175 0.03% 0.03% 711 0 0.0% Q2 2026 Jul 24, 2026
LRI Investments, LLC History No change 1,180 174 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 14, 2026
Physician Wealth Advisors, Inc. History No change 1,174 173 0.02% 0.02% 713 0 0.0% Q2 2026 Jul 20, 2026
CoreCap Advisors, LLC History Reduced 1,250 172 0.0% 0.01% 715 -49 -3.77% Q3 2026 Oct 08, 2026
Larson Financial Group LLC History No change 1,167 172 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 1,143 168 0.01% 0.01% 716 0 0.0% Q2 2026 Aug 10, 2026
TFC Financial Management, Inc. History No change 1,138 168 0.02% 0.02% 717 0 0.0% Q2 2026 Jul 23, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,090 161 0.01% 0.01% 718 0 0.0% Q2 2026 Jul 27, 2026
GAMMA Investing LLC History No change 1,174 161 0.01% 0.01% 719 0 0.0% Q3 2026 Oct 08, 2026
Smartleaf Asset Management LLC History No change 1,098 161 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 1,070 158 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 06, 2026
Towne Trust Company, N.A History No change 1,062 156 0.05% 0.05% 722 0 0.0% Q2 2026 Jul 30, 2026
Concord Wealth Partners History No change 1,062 156 0.02% 0.02% 723 0 0.0% Q2 2026 Jul 27, 2026
Rosenberg Matthew Hamilton History No change 1,131 155 0.03% 0.03% 724 0 0.0% Q3 2026 Oct 05, 2026
CENTRAL TRUST Co History No change 1,037 153 0.0% 0.0% 725 0 0.0% Q2 2026 Jul 31, 2026
PROSPERITY BANCSHARES INC History No change 1,030 152 0.1% 0.1% 726 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 1,014 149 0.0% 0.0% 727 0 0.0% Q2 2026 Jul 30, 2026
Mechanics Financial Corp History No change 1,004 148 0.05% 0.05% 728 0 0.0% Q2 2026 Aug 05, 2026
Main Street Group, LTD History No change 952 140 0.03% 0.03% 729 0 0.0% Q2 2026 Jul 13, 2026
MCDONALD PARTNERS LLC History No change 932 137 0.03% 0.03% 730 0 0.0% Q2 2026 Jul 28, 2026
Front Row Advisors LLC History No change 915 137 0.04% 0.04% 731 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History New 990 136 0.0% — 732 +990 New Q3 2026 Oct 05, 2026
Clearstead Trust, LLC History No change 920 135 0.02% 0.02% 733 0 0.0% Q2 2026 Aug 06, 2026
Holos Integrated Wealth LLC History No change 918 134 0.06% 0.06% 734 0 0.0% Q2 2026 Jul 15, 2026
S.A. Mason LLC History No change 880 130 0.04% 0.04% 735 0 0.0% Q2 2026 Jul 31, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 870 128 0.0% 0.0% 736 0 0.0% Q2 2026 Jul 30, 2026
High Note Wealth, LLC History No change 851 125 0.02% 0.02% 737 0 0.0% Q2 2026 Jul 23, 2026
Kentucky Trust Co History No change 850 125 0.06% 0.06% 738 0 0.0% Q2 2026 Jul 10, 2026
CITY HOLDING CO History No change 825 121 0.01% 0.01% 739 0 0.0% Q2 2026 Jul 10, 2026
Mascoma Wealth Management LLC History No change 825 121 0.02% 0.02% 740 0 0.0% Q2 2026 Jul 24, 2026
United Community Bank History No change 818 120 0.04% 0.04% 741 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 811 119 0.04% 0.04% 742 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 795 117 0.01% 0.01% 743 0 0.0% Q2 2026 Aug 07, 2026
DHJJ Financial Advisors, Ltd. History No change 798 117 0.03% 0.03% 744 0 0.0% Q2 2026 Jul 24, 2026
ALBION FINANCIAL GROUP /UT History No change 775 114 0.01% 0.01% 745 0 0.0% Q2 2026 Jul 22, 2026
WealthShield Partners, LLC History No change 778 114 0.02% 0.02% 746 0 0.0% Q2 2026 Aug 12, 2026
Walsh & Associates, LLC History No change 778 114 0.09% 0.09% 747 0 0.0% Q2 2026 Jul 21, 2026
Rice Partnership, LLC History No change 765 113 0.01% 0.01% 748 0 0.0% Q2 2026 Jul 29, 2026
POM Investment Strategies, LLC History No change 766 113 0.13% 0.13% 749 0 0.0% Q2 2026 Jul 30, 2026
Millstone Evans Group, LLC History No change 753 111 0.06% 0.06% 750 0 0.0% Q2 2026 Aug 11, 2026
Acropolis Investment Management, LLC History Added to 790 108 0.0% 0.0% 751 +2 0.25% Q3 2026 Oct 08, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 725 107 0.03% 0.03% 752 0 0.0% Q2 2026 Jul 24, 2026
NBT BANK, N.A. History No change 685 101 0.01% 0.01% 753 0 0.0% Q2 2026 Jul 29, 2026
Western Pacific Wealth Management, LP History No change 668 98 0.09% 0.09% 754 0 0.0% Q2 2026 Aug 07, 2026
Milestone Investment Advisors LLC History No change 669 98 0.02% 0.02% 755 0 0.0% Q2 2026 Aug 14, 2026
Center for Financial Planning, Inc. History No change 660 97 0.01% 0.01% 756 0 0.0% Q2 2026 Jul 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 630 93 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 06, 2026
Financial Life Planners History No change 632 93 0.06% 0.06% 758 0 0.0% Q2 2026 Jul 21, 2026
Colonial Trust Co / SC History No change 623 92 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 11, 2026
Indiana Trust & Investment Management Co History No change 600 88 0.02% 0.02% 760 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisory Services, LLC History No change 599 88 0.01% 0.01% 761 0 0.0% Q2 2026 Jul 23, 2026
SIMA Wealth Partners, LLC History No change 590 87 0.06% 0.06% 762 0 0.0% Q2 2026 Jul 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 585 86 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 12, 2026
Plante Moran Financial Advisors, LLC History No change 515 76 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 06, 2026
Provenance Wealth Advisors, LLC History No change 516 76 0.01% 0.01% 765 0 0.0% Q2 2026 Jul 24, 2026
Napier Financial, LLC History No change 493 72 0.02% 0.02% 766 0 0.0% Q2 2026 Jul 31, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 515 70 0.02% 0.02% 767 +2 0.39% Q3 2026 Oct 01, 2026
Piscataqua Savings Bank History No change 474 70 0.05% 0.05% 768 0 0.0% Q2 2026 Jul 09, 2026
Glassman Wealth Services History No change 472 69 0.01% 0.01% 769 0 0.0% Q2 2026 Aug 05, 2026
Abound Wealth Management History No change 469 69 0.01% 0.01% 770 0 0.0% Q2 2026 Jul 10, 2026
Tidemark, LLC History No change 462 68 0.02% 0.02% 771 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Investment Management History No change 463 68 0.02% 0.02% 772 0 0.0% Q2 2026 Aug 06, 2026
Birchwood Financial Partners, Inc. History No change 462 68 0.06% 0.06% 773 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 450 66 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 28, 2026
Centennial Bank/AR/ History No change 450 66 0.02% 0.02% 775 0 0.0% Q2 2026 Aug 10, 2026
WOLFF WIESE MAGANA LLC History No change 440 65 0.03% 0.03% 776 0 0.0% Q2 2026 Jul 13, 2026
Strategic Wealth Partners, Ltd. History No change 432 63 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 431 63 0.01% 0.01% 778 0 0.0% Q2 2026 Jul 20, 2026
TSFG, LLC History No change 424 63 0.01% 0.01% 779 0 0.0% Q2 2026 Jul 23, 2026
Greykasell Wealth Strategies, Inc. History No change 430 63 0.02% 0.02% 780 0 0.0% Q2 2026 Aug 11, 2026
Johnson Financial Group, Inc. History No change 415 61 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 404 60 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 409 60 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 11, 2026
Quent Capital, LLC History No change 401 59 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 07, 2026
Murphy & Mullick Capital Management Corp History No change 386 57 0.04% 0.04% 785 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 382 56 0.01% 0.01% 786 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 380 56 0.04% 0.04% 787 0 0.0% Q2 2026 Aug 28, 2026
Synergy Investment Management, LLC History No change 360 53 0.01% 0.01% 788 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 348 51 0.01% 0.01% 789 0 0.0% Q2 2026 Aug 04, 2026
HOWE & RUSLING INC History No change 342 50 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 10, 2026
N.E.W. Advisory Services LLC History No change 340 50 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 300 44 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Advisors History No change 289 42 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 11, 2026
Global Trust Asset Management, LLC History No change 286 42 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 03, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 304 41 0.01% 0.01% 795 0 0.0% Q3 2026 Oct 07, 2026
WealthCollab, LLC History No change 284 41 0.01% 0.01% 796 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 272 40 0.0% 0.0% 797 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Counsel, Inc History No change 266 39 0.0% 0.0% 798 0 0.0% Q2 2026 Jul 27, 2026
Financial Perspectives, Inc History No change 262 38 0.01% 0.01% 799 0 0.0% Q2 2026 Jul 24, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 251 37 0.01% 0.01% 800 0 0.0% Q2 2026 Jul 17, 2026
Palouse Capital Management, Inc. History No change 244 36 0.02% 0.02% 801 0 0.0% Q2 2026 Jul 08, 2026
Bear Mountain Capital, Inc. History No change 249 36 0.01% 0.01% 802 0 0.0% Q2 2026 Jul 20, 2026
BankPlus Trust Department History No change 246 36 0.01% 0.01% 803 0 0.0% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History No change 246 36 0.02% 0.02% 804 0 0.0% Q2 2026 Jul 30, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 253 34 0.0% 0.0% 805 -253 -50.0% Q3 2026 Oct 09, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 237 34 0.02% 0.02% 806 0 0.0% Q2 2026 Jul 21, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 240 33 0.0% 0.0% 807 -114 -32.2% Q3 2026 Oct 07, 2026
CX Institutional History Added to 233 32 0.0% 0.0% 809 +1 0.43% Q3 2026 Oct 02, 2026
Quaker Wealth Management, LLC History No change 220 32 0.01% 0.01% 808 0 0.0% Q2 2026 Jul 24, 2026
Caitlin John, LLC History No change 217 32 0.02% 0.02% 810 0 0.0% Q2 2026 Aug 17, 2026
Comprehensive Financial Planning, Inc./PA History No change 213 31 0.02% 0.02% 811 0 0.0% Q2 2026 Aug 10, 2026
TOTH FINANCIAL ADVISORY CORP History No change 221 30 0.0% 0.0% 812 0 0.0% Q3 2026 Oct 08, 2026
Institute for Wealth Management, LLC. History No change 207 30 0.0% 0.0% 813 0 0.0% Q2 2026 Jul 28, 2026
Merrithew & Thorsten Inc History No change 204 30 0.03% 0.03% 814 0 0.0% Q2 2026 Jul 31, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 206 30 0.02% 0.02% 815 0 0.0% Q2 2026 Aug 11, 2026
Cedar Mountain Advisors, LLC History No change 202 29 0.0% 0.0% 816 0 0.0% Q2 2026 Jul 02, 2026
Orion Capital Management LLC History No change 200 29 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 17, 2026
Sankala Group LLC History No change 200 29 0.02% 0.02% 818 0 0.0% Q2 2026 Aug 18, 2026
Signature Resources Capital Management, LLC History No change 192 28 0.01% 0.01% 819 0 0.0% Q2 2026 Jul 13, 2026
North Star Investment Management Corp. History No change 187 27 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 28, 2026
Dunhill Financial, LLC History No change 185 27 0.01% 0.01% 821 0 0.0% Q2 2026 Aug 07, 2026
Bullock Wealth Management Group History Reduced 187 26 0.01% 0.01% 824 -49 -20.76% Q3 2026 Oct 09, 2026
SHP Wealth Management History No change 182 26 0.0% 0.0% 822 0 0.0% Q2 2026 Aug 11, 2026
UNION SAVINGS BANK History No change 176 26 0.01% 0.01% 823 0 0.0% Q2 2026 Jul 23, 2026
Key Capital Management, INC History No change 172 25 0.01% 0.01% 825 0 0.0% Q2 2026 Jul 27, 2026
Anchor Investment Management, LLC History No change 165 24 0.0% 0.0% 826 0 0.0% Q2 2026 Sep 15, 2026
Avalon Trust Co History No change 164 24 0.0% 0.0% 827 0 0.0% Q2 2026 Aug 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 155 22 0.0% 0.0% 828 0 0.0% Q2 2026 Jul 21, 2026
Piedmont Capital Management, LLC/NC History No change 152 22 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 148 21 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 05, 2026
Darwin Wealth Management, LLC History No change 138 20 0.01% 0.01% 831 0 0.0% Q2 2026 Jul 21, 2026
StrongBox Wealth, LLC History No change 137 20 0.01% 0.01% 832 0 0.0% Q2 2026 Jul 23, 2026
SITTNER & NELSON, LLC History No change 139 20 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 07, 2026
Imprint Wealth LLC History No change 138 20 0.08% 0.08% 834 0 0.0% Q2 2026 Aug 14, 2026
Regatta Research & Money Management History No change 140 20 0.02% 0.02% 835 0 0.0% Q2 2026 Aug 11, 2026
Sterling Capital Management LLC History No change 124 18 0.0% 0.0% 836 0 0.0% Q2 2026 Jul 28, 2026
Graney & King, LLC History No change 124 18 0.01% 0.01% 837 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 126 18 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 04, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 128 18 0.0% 0.0% 839 0 0.0% Q2 2026 Aug 07, 2026
Grove Bank & Trust History No change 126 17 0.0% 0.0% 840 0 0.0% Q3 2026 Oct 08, 2026
Kingdom Financial Group LLC. History No change 120 17 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 07, 2026
LOWE BROCKENBROUGH & CO INC History No change 102 15 0.0% 0.0% 842 0 0.0% Q2 2026 Aug 03, 2026
Pacifica Partners Inc. History No change 115 15 0.0% 0.0% 843 0 0.0% Q3 2026 Oct 08, 2026
Monetary Solutions, Ltd History No change 105 15 0.01% 0.01% 844 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 98 14 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 03, 2026
Beacon Financial Strategies CORP History No change 98 14 0.01% 0.01% 846 0 0.0% Q2 2026 Jul 08, 2026
Strive Financial Group ,LLC History No change 97 14 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 92 13 0.0% 0.0% 848 0 0.0% Q2 2026 Jul 31, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 88 13 0.0% 0.0% 849 0 0.0% Q2 2026 Jul 27, 2026
STEPH & CO History Reduced 94 12 0.0% 0.0% 850 -3 -3.09% Q3 2026 Oct 07, 2026
TOMPKINS FINANCIAL CORP History No change 88 12 0.0% 0.0% 851 0 0.0% Q3 2026 Oct 05, 2026
CoreFirst Bank & Trust History No change 84 12 0.01% 0.01% 852 0 0.0% Q2 2026 Aug 05, 2026
Moisand Fitzgerald Tamayo, LLC History No change 78 11 0.0% 0.0% 853 0 0.0% Q2 2026 Jul 13, 2026
Burk Holdings LLC History No change 80 11 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 12, 2026
ATLAS CAPITAL ADVISORS INC. History No change 70 10 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 13, 2026
Balentine LLC History No change 73 10 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 06, 2026
Sawyer & Company, Inc History No change 71 10 0.0% 0.0% 857 0 0.0% Q2 2026 Jul 23, 2026
TUCKER ASSET MANAGEMENT LLC History No change 70 10 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 27, 2026
CNB Bank History No change 61 9 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 06, 2026
3 FACTOR INDEXING, LLC History No change 63 9 0.01% 0.01% 860 0 0.0% Q2 2026 Jul 08, 2026
Atomic Invest LLC History No change 66 9 0.0% 0.0% 861 0 0.0% Q2 2026 Sep 25, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 50 7 0.0% 0.0% 862 0 0.0% Q2 2026 Jul 08, 2026
TIAA Wealth Investment Management LLC History No change 48 7 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 10, 2026
Timbuktu Capital Management, LLC History No change 52 7 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 13, 2026
Noble Wealth Management PBC History Reduced 45 6 0.0% 0.0% 867 -34 -43.04% Q3 2026 Oct 01, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 42 6 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 18, 2026
Fortitude Family Office, LLC History No change 47 6 0.0% 0.0% 866 0 0.0% Q2 2026 Jul 20, 2026
Godfrey Financial Associates, Inc. History No change 46 6 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 11, 2026
Beaird Harris Wealth Management, LLC History No change 37 5 0.0% 0.0% 869 0 0.0% Q2 2026 Jul 08, 2026
TD Waterhouse Canada Inc. History No change 40 5 0.0% 0.0% 870 0 0.0% Q2 2026 Jul 27, 2026
New Republic Capital, LLC History No change 33 4 0.0% 0.0% 871 0 0.0% Q2 2026 Jul 31, 2026
Chung Wu Investment Group, LLC History No change 32 4 0.0% 0.0% 872 0 0.0% Q2 2026 Jul 31, 2026
SYM FINANCIAL Corp History No change 21 3 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Wealth Planning Services, Inc. History No change 21 3 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 07, 2026
Bank of New Hampshire History No change 15 2 0.0% 0.0% 875 0 0.0% Q3 2026 Oct 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 11 1 0.0% 0.0% 876 0 0.0% Q2 2026 Jul 08, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 10 1 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 11 1 0.0% 0.0% 878 0 0.0% Q2 2026 Jul 27, 2026
Fairman Group, LLC History No change 13 1 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 04, 2026
MFA WEALTH ADVISORS, LLC History Closed out 0 0 — 1.38% — -54,925 -100.0% Q3 2026 Oct 07, 2026
Kings Path Partners LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Silver Grove Financial Group, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026