iSHARES TRUST - IJK

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
MORGAN STANLEY History No change 7,365,748 865,475 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 5,894,027 692,548 0.11% 0.11% 2 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 4,492,033 527,813 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 3,677,630 432,121 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,139,491 251,390 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,065,287 242,671 0.06% 0.06% 6 0 0.0% Q2 2026 Sep 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,012,805 236,504 0.12% 0.12% 7 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 1,907,313 224,109 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 13, 2026
True Freedom Investing, LLC History No change 2,217,617 223,136 17.47% 17.47% 9 0 0.0% Q2 2026 Aug 12, 2026
PINKERTON WEALTH, LLC History No change 1,835,243 184,662 15.86% 15.86% 10 0 0.0% Q2 2026 Jul 30, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,520,276 178,632 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,476,497 173,488 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 1,251,060 146,999 0.81% 0.81% 13 0 0.0% Q2 2026 Jul 24, 2026
Financial Engines Advisors L.L.C. History No change 1,169,953 137,469 0.24% 0.24% 14 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,146,816 134,750 0.07% 0.07% 15 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 1,103,320 129,640 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 989,033 116,568 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 985,567 115,804 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 956,027 110,851 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 728,317 85,577 0.32% 0.32% 20 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 696,600 80,391 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 650,758 76,465 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 590,043 69,330 0.09% 0.09% 23 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 562,576 66,102 0.22% 0.22% 24 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 536,489 63,037 0.08% 0.08% 25 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 505,886 59,441 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 05, 2026
Joel Isaacson & Co., LLC History No change 501,110 58,880 1.7% 1.7% 27 0 0.0% Q2 2026 Aug 04, 2026
BOKF, NA History No change 483,485 56,809 0.78% 0.78% 28 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 468,196 55,013 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 12, 2026
Willis Johnson & Associates, Inc. History No change 455,280 53,495 2.98% 2.98% 30 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 447,104 52,534 0.31% 0.31% 31 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 443,550 52,117 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 417,243 49,026 0.06% 0.06% 33 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 407,266 47,853 0.24% 0.24% 34 0 0.0% Q2 2026 Aug 13, 2026
Pacific Life Fund Advisors LLC History No change 400,548 47,064 5.17% 5.17% 35 0 0.0% Q2 2026 Aug 04, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 398,575 46,832 2.2% 2.2% 36 0 0.0% Q2 2026 Jul 24, 2026
Moment Partners, LLC History No change 396,412 46,578 8.39% 8.39% 37 0 0.0% Q2 2026 Jul 29, 2026
CAPTRUST FINANCIAL ADVISORS History No change 361,510 42,477 0.06% 0.06% 38 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 350,476 41,180 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 344,211 40,444 0.9% 0.9% 40 0 0.0% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History No change 338,768 39,805 0.11% 0.11% 41 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 301,678 35,447 0.04% 0.04% 42 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 288,196 33,862 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 277,858 32,648 0.05% 0.05% 44 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 260,429 30,599 0.09% 0.09% 45 0 0.0% Q2 2026 Aug 10, 2026
COURIER CAPITAL LLC History No change 260,296 30,584 1.53% 1.53% 46 0 0.0% Q2 2026 Jul 16, 2026
Arax Advisory Partners History No change 257,702 30,280 0.2% 0.2% 47 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 245,585 28,856 0.04% 0.04% 48 0 0.0% Q2 2026 Aug 12, 2026
Kozak & Associates, Inc. History No change 230,502 26,754 4.64% 4.64% 49 0 0.0% Q2 2026 Jul 02, 2026
OSAIC HOLDINGS, INC. History No change 217,369 25,548 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 213,832 25,125 0.73% 0.73% 51 0 0.0% Q2 2026 Aug 06, 2026
Cassaday & Co Wealth Management LLC History No change 210,445 24,727 0.46% 0.46% 52 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History No change 209,812 24,652 0.45% 0.45% 53 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors, Ltd. LLC History No change 209,294 24,592 2.48% 2.48% 54 0 0.0% Q2 2026 Jul 16, 2026
Creative Planning History No change 207,056 24,329 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 13, 2026
Hudson Capital Management LLC History No change 202,922 23,843 5.76% 5.76% 56 0 0.0% Q2 2026 Jul 14, 2026
STIFEL FINANCIAL CORP History No change 188,268 22,124 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Union Bankshares Corp History No change 183,426 21,552 0.36% 0.36% 58 0 0.0% Q2 2026 Aug 11, 2026
Sterling Financial Planning, Inc. History No change 182,653 21,461 5.84% 5.84% 59 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 176,060 20,687 0.07% 0.07% 60 0 0.0% Q2 2026 Jul 28, 2026
Concurrent Investment Advisors, LLC History No change 170,893 20,079 0.17% 0.17% 61 0 0.0% Q2 2026 Jul 27, 2026
CULLEN/FROST BANKERS, INC. History No change 164,447 19,322 0.19% 0.19% 62 0 0.0% Q2 2026 Jul 27, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 166,148 19,284 2.21% 2.21% 63 0 0.0% Q2 2026 Jul 07, 2026
Salomon & Ludwin, LLC History No change 165,410 19,199 1.58% 1.58% 64 0 0.0% Q2 2026 Aug 07, 2026
Hilltop Partners LLC History No change 160,893 18,904 4.58% 4.58% 65 0 0.0% Q2 2026 Aug 05, 2026
Texas Yale Capital Corp. History No change 158,887 18,669 0.41% 0.41% 66 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 154,635 18,169 0.12% 0.12% 67 0 0.0% Q2 2026 Sep 08, 2026
Vestmark Advisory Solutions, Inc. History No change 152,013 17,861 0.17% 0.17% 68 0 0.0% Q2 2026 Aug 14, 2026
1834 INVESTMENT ADVISORS CO History No change 150,402 17,672 2.0% 2.0% 69 0 0.0% Q2 2026 Jul 30, 2026
Waverly Advisors, LLC History No change 144,718 17,004 0.1% 0.1% 70 0 0.0% Q2 2026 Aug 14, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 143,117 16,816 2.12% 2.12% 71 0 0.0% Q2 2026 Jul 23, 2026
GHP Investment Advisors, Inc. History No change 139,799 16,426 0.6% 0.6% 72 0 0.0% Q2 2026 Jul 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 133,319 15,665 0.12% 0.12% 73 0 0.0% Q2 2026 Aug 14, 2026
Ifrah Financial Services, Inc. History No change 133,087 15,637 3.82% 3.82% 74 0 0.0% Q2 2026 Jul 21, 2026
PW Nova Financial Services LLC History No change 122,533 14,397 3.09% 3.09% 75 0 0.0% Q2 2026 Jul 29, 2026
FIRST MERCHANTS CORP History No change 118,600 13,935 0.49% 0.49% 76 0 0.0% Q2 2026 Jul 15, 2026
Cambridge Investment Research Advisors, Inc. History No change 118,009 13,866 0.03% 0.03% 77 0 0.0% Q2 2026 Jul 27, 2026
AlTi Global, Inc. History No change 111,329 13,081 0.27% 0.27% 78 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 107,855 12,672 0.04% 0.04% 79 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 107,553 12,637 0.26% 0.26% 80 0 0.0% Q2 2026 Jul 29, 2026
HUNTINGTON NATIONAL BANK History No change 106,239 12,483 0.06% 0.06% 81 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 105,618 12,410 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 12, 2026
Onyx Bridge Wealth Group LLC History No change 105,580 12,405 1.12% 1.12% 83 0 0.0% Q2 2026 Jul 23, 2026
DDFG, Inc History No change 102,672 12,063 2.4% 2.4% 84 0 0.0% Q2 2026 Jul 28, 2026
HSBC HOLDINGS PLC History No change 102,173 12,005 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
White Pine Investment CO History No change 101,317 11,905 2.54% 2.54% 86 0 0.0% Q2 2026 Jul 20, 2026
Blue Edge Capital, LLC History No change 99,403 11,679 1.4% 1.4% 87 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 98,780 11,606 0.05% 0.05% 88 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 95,167 11,182 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 92,285 10,843 0.54% 0.54% 90 0 0.0% Q2 2026 Jul 10, 2026
Sanctuary Advisors, LLC History No change 92,160 10,828 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 13, 2026
Broadview Financial Management, LLC History No change 90,694 10,656 6.51% 6.51% 92 0 0.0% Q2 2026 Aug 12, 2026
ASSOCIATED BANC-CORP History No change 84,457 9,923 0.24% 0.24% 93 0 0.0% Q2 2026 Jul 31, 2026
OFS Enterprise LLC History No change 82,646 9,710 2.48% 2.48% 94 0 0.0% Q2 2026 Jul 08, 2026
Bryn Mawr Trust Advisors, LLC History No change 81,018 9,519 0.41% 0.41% 95 0 0.0% Q2 2026 Aug 03, 2026
Callan Family Office, LLC History No change 78,333 9,204 0.18% 0.18% 96 0 0.0% Q2 2026 Aug 11, 2026
Heritage Trust Co History No change 77,416 9,096 0.79% 0.79% 97 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History No change 74,498 8,753 0.07% 0.07% 98 0 0.0% Q2 2026 Jul 17, 2026
Rodgers & Associates, LTD History No change 73,635 8,652 0.79% 0.79% 99 0 0.0% Q2 2026 Jul 21, 2026
GREENLEAF TRUST History No change 71,058 8,349 0.08% 0.08% 100 0 0.0% Q2 2026 Jul 21, 2026
Mechanics Bank Trust Department History No change 70,649 8,301 1.03% 1.03% 101 0 0.0% Q2 2026 Jul 07, 2026
HB Wealth Management, LLC History No change 68,061 7,997 0.04% 0.04% 102 0 0.0% Q2 2026 Jul 29, 2026
First Citizens Financial Corp History Reduced 72,411 7,936 3.34% 3.56% 103 -127 -0.18% Q3 2026 Oct 02, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 67,391 7,918 0.94% 0.94% 104 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 66,939 7,865 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 19, 2026
TWO SIGMA INVESTMENTS, LP History No change 66,800 7,849 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
Denver PWM, LLC History No change 64,609 7,691 2.52% 2.52% 107 0 0.0% Q2 2026 Aug 17, 2026
SOA Wealth Advisors, LLC. History No change 63,642 7,477 1.26% 1.26% 108 0 0.0% Q2 2026 Jul 21, 2026
Arkadios Wealth Advisors History No change 62,244 7,313 0.11% 0.11% 109 0 0.0% Q2 2026 Aug 10, 2026
Ausdal Financial Partners, Inc. History No change 61,723 7,252 0.28% 0.28% 110 0 0.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History No change 61,696 7,249 0.55% 0.55% 111 0 0.0% Q2 2026 Jul 23, 2026
Centerpoint Advisors, LLC History No change 61,174 7,188 2.04% 2.04% 112 0 0.0% Q2 2026 Aug 05, 2026
Goelzer Investment Management, Inc. History No change 60,578 7,117 0.31% 0.31% 113 0 0.0% Q2 2026 Jul 14, 2026
Camarda Financial Advisors, LLC History No change 59,837 7,030 2.13% 2.13% 114 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 59,348 6,975 1.47% 1.47% 115 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Wealth, LLC History No change 59,026 6,935 0.07% 0.07% 116 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 57,927 6,802 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 14, 2026
InvesTrust History No change 57,284 6,730 2.59% 2.59% 118 0 0.0% Q2 2026 Jul 14, 2026
Asset Management Group, Inc. History No change 57,034 6,701 0.98% 0.98% 119 0 0.0% Q2 2026 Aug 14, 2026
Causey Wealth LLC History No change 56,781 6,671 2.61% 2.61% 120 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 56,120 6,594 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 52,290 6,144 0.08% 0.08% 122 0 0.0% Q2 2026 Aug 13, 2026
First Heartland Consultants, Inc. History No change 52,297 6,144 0.4% 0.4% 123 0 0.0% Q2 2026 Jul 08, 2026
M&T BANK CORP History No change 51,670 6,071 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 51,380 6,037 0.07% 0.07% 125 0 0.0% Q2 2026 Aug 07, 2026
Berman McAleer LLC History No change 50,031 5,878 0.68% 0.68% 126 0 0.0% Q2 2026 Jul 16, 2026
BECKER CAPITAL MANAGEMENT INC History No change 49,947 5,868 0.16% 0.16% 127 0 0.0% Q2 2026 Jul 31, 2026
MML INVESTORS SERVICES, LLC History No change 49,871 5,859 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 49,065 5,765 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 05, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 48,756 5,728 0.34% 0.34% 130 0 0.0% Q2 2026 Aug 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 47,088 5,532 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 47,071 5,530 0.31% 0.31% 132 0 0.0% Q2 2026 Jul 31, 2026
Corient Private Wealth LP History No change 46,937 5,513 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 27, 2026
World Investment Advisors History No change 54,596 5,494 0.09% 0.09% 134 0 0.0% Q2 2026 Aug 13, 2026
TRITONPOINT WEALTH, LLC History No change 46,349 5,446 0.54% 0.54% 135 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 46,229 5,431 0.45% 0.45% 136 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 45,403 5,334 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Partners, Ltd. History No change 45,209 5,312 2.0% 2.0% 138 0 0.0% Q2 2026 Aug 03, 2026
Brightwater Advisory LLC History No change 44,493 5,227 3.3% 3.3% 139 0 0.0% Q2 2026 Aug 07, 2026
Perkins Coie Trust Co History No change 44,168 5,189 0.86% 0.86% 140 0 0.0% Q2 2026 Jul 09, 2026
Circle Wealth Management, LLC History No change 44,000 5,170 0.06% 0.06% 141 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 43,993 5,169 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 45,499 5,169 0.09% 0.09% 143 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 45,499 5,169 0.09% 0.09% 144 0 0.0% Q2 2026 Jul 29, 2026
Independence Financial Advisors, LLC History No change 43,969 5,166 1.34% 1.34% 145 0 0.0% Q2 2026 Jul 09, 2026
NATIXIS ADVISORS, LLC History No change 43,936 5,162 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 14, 2026
Neumann Capital Management, LLC History No change 43,670 5,131 3.39% 3.39% 147 0 0.0% Q2 2026 Jul 10, 2026
Global Retirement Partners, LLC History No change 43,567 5,119 0.08% 0.08% 148 0 0.0% Q2 2026 Aug 06, 2026
UNITED BANK History No change 42,637 5,009 0.59% 0.59% 149 0 0.0% Q2 2026 Jul 30, 2026
Triangle Securities Wealth Management History No change 41,885 4,921 0.98% 0.98% 150 0 0.0% Q2 2026 Jul 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 41,110 4,691 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 15, 2026
BKM Wealth Management, LLC History No change 39,900 4,688 1.66% 1.66% 152 0 0.0% Q2 2026 Jul 29, 2026
Maltin Wealth Management, Inc. History No change 39,385 4,627 1.55% 1.55% 153 0 0.0% Q2 2026 Jul 22, 2026
Lee, Kelleher & Klein Wealth Management History No change 39,184 4,604 2.41% 2.41% 154 0 0.0% Q2 2026 Jul 10, 2026
HANCOCK WHITNEY CORP History No change 38,951 4,576 0.08% 0.08% 155 0 0.0% Q2 2026 Aug 14, 2026
ANB BANK History No change 37,998 4,464 1.67% 1.67% 156 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 37,946 4,458 0.12% 0.12% 157 0 0.0% Q2 2026 Jul 17, 2026
Cranbrook Wealth Management, LLC History No change 37,386 4,392 0.82% 0.82% 158 0 0.0% Q2 2026 Aug 06, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 37,003 4,347 4.8% 4.8% 159 0 0.0% Q2 2026 Aug 10, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 36,899 4,335 0.72% 0.72% 160 0 0.0% Q2 2026 Jul 08, 2026
UMB Bank, n.a. History No change 36,415 4,278 0.05% 0.05% 161 0 0.0% Q2 2026 Aug 13, 2026
Idaho Trust Co History No change 36,205 4,254 1.24% 1.24% 162 0 0.0% Q2 2026 Aug 06, 2026
CFS Investment Advisory Services, LLC History No change 36,413 4,192 0.28% 0.28% 163 0 0.0% Q2 2026 Jul 16, 2026
LTG Capital LLC History No change 35,611 4,184 2.8% 2.8% 164 0 0.0% Q2 2026 Aug 05, 2026
Trail Ridge Investment Advisors, LLC History No change 35,164 4,131 1.74% 1.74% 165 0 0.0% Q2 2026 Aug 13, 2026
Weinberger Asset Management, Inc History No change 35,531 3,975 1.27% 1.27% 166 0 0.0% Q2 2026 Aug 05, 2026
Midwest Trust Co History No change 33,726 3,962 0.04% 0.04% 167 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD SECURITIES, INC. History No change 33,622 3,950 0.23% 0.23% 168 0 0.0% Q2 2026 Jul 15, 2026
Clearstead Advisors, LLC History No change 33,388 3,923 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 06, 2026
BlueStem Wealth Partners, LLC History No change 32,951 3,871 0.39% 0.39% 170 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 32,847 3,859 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 11, 2026
Ironwood Financial, llc History No change 33,861 3,822 0.6% 0.6% 172 0 0.0% Q2 2026 Jul 17, 2026
M1 Capital Management LLC History No change 32,444 3,812 1.41% 1.41% 173 0 0.0% Q2 2026 Aug 11, 2026
Segment Wealth Management, LLC History No change 31,700 3,724 0.19% 0.19% 174 0 0.0% Q2 2026 Jul 16, 2026
COMMERCE BANK History No change 31,447 3,695 0.02% 0.02% 175 0 0.0% Q2 2026 Aug 12, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 31,071 3,650 0.82% 0.82% 176 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 30,968 3,638 0.04% 0.04% 177 0 0.0% Q2 2026 Aug 12, 2026
FIRST HAWAIIAN BANK History No change 30,941 3,635 0.46% 0.46% 178 0 0.0% Q2 2026 Jul 13, 2026
Beacon Pointe Advisors, LLC History No change 30,765 3,614 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 18, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 30,305 3,561 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 14, 2026
Main Management LLC History No change 30,144 3,542 0.24% 0.24% 181 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 30,016 3,526 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 17, 2026
USA FINANCIAL FORMULAS History No change 29,982 3,522 0.64% 0.64% 183 0 0.0% Q2 2026 Aug 04, 2026
Bluespring Wealth Management, LLC History No change 29,760 3,496 0.07% 0.07% 184 0 0.0% Q2 2026 Aug 11, 2026
Private Advisory Group LLC History No change 29,544 3,471 0.19% 0.19% 185 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History No change 29,431 3,458 0.04% 0.04% 186 0 0.0% Q2 2026 Aug 03, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 29,297 3,442 0.28% 0.28% 187 0 0.0% Q2 2026 Jul 28, 2026
MidFirst Bank History No change 29,240 3,435 0.24% 0.24% 188 0 0.0% Q2 2026 Aug 07, 2026
Horizon Family Wealth, Inc. History No change 29,064 3,415 1.56% 1.56% 189 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 28,292 3,324 0.08% 0.08% 190 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 28,247 3,319 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 28,243 3,318 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 28,159 3,308 0.66% 0.66% 193 0 0.0% Q2 2026 Jul 22, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 27,977 3,287 3.54% 3.54% 194 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Consulting LLC History No change 27,175 3,193 2.17% 2.17% 195 0 0.0% Q2 2026 Aug 06, 2026
Stordahl Capital Management, Inc. History No change 27,080 3,181 0.58% 0.58% 196 0 0.0% Q2 2026 Jul 14, 2026
Somerset Group LLC History No change 27,827 3,175 2.23% 2.23% 197 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 27,002 3,172 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 13, 2026
Ullmann Wealth Partners Group, LLC History No change 26,789 3,147 0.29% 0.29% 199 0 0.0% Q2 2026 Aug 10, 2026
Transcendent Capital Group LLC History No change 26,738 3,141 1.22% 1.22% 200 0 0.0% Q2 2026 Aug 05, 2026
JMAC ENTERPRISES LLC History No change 26,353 3,096 0.52% 0.52% 201 0 0.0% Q2 2026 Jul 28, 2026
Wealthspire Advisors, LLC History No change 25,894 3,042 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 11, 2026
Alpine Bank Wealth Management History No change 25,605 3,008 0.39% 0.39% 203 0 0.0% Q2 2026 Aug 07, 2026
PACIFIC FINANCIAL GROUP INC History No change 25,578 3,005 1.44% 1.44% 204 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 25,151 2,955 0.09% 0.09% 205 0 0.0% Q2 2026 Jul 15, 2026
GC Wealth Management RIA, LLC History No change 24,939 2,930 0.17% 0.17% 206 0 0.0% Q2 2026 Jul 16, 2026
Foundation Wealth Management, LLC History No change 24,932 2,929 1.73% 1.73% 207 0 0.0% Q2 2026 Jul 30, 2026
Performance Wealth Partners, LLC History No change 24,898 2,925 0.07% 0.07% 208 0 0.0% Q2 2026 Aug 07, 2026
CX Institutional History Added to 26,577 2,913 0.08% 0.09% 209 +766 2.97% Q3 2026 Oct 02, 2026
Avior Wealth Management, LLC History No change 24,472 2,875 0.08% 0.08% 210 0 0.0% Q2 2026 Jul 07, 2026
Quantinno Capital Management LP History No change 23,766 2,792 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 13, 2026
VANCE WEALTH, LLC History No change 23,339 2,742 0.62% 0.62% 212 0 0.0% Q2 2026 Aug 14, 2026
DT Investment Partners, LLC History No change 23,118 2,716 0.2% 0.2% 213 0 0.0% Q2 2026 Jul 27, 2026
ALLIANCEBERNSTEIN L.P. History No change 26,753 2,691 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 22,839 2,683 1.09% 1.09% 215 0 0.0% Q2 2026 Jul 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 22,758 2,674 0.06% 0.06% 216 0 0.0% Q2 2026 Jul 20, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 22,689 2,665 0.99% 0.99% 217 0 0.0% Q2 2026 Aug 03, 2026
Corundum Trust Company, INC History No change 22,354 2,626 7.01% 7.01% 218 0 0.0% Q2 2026 Jul 29, 2026
Apollon Wealth Management, LLC History No change 22,276 2,617 0.03% 0.03% 219 0 0.0% Q2 2026 Jul 22, 2026
Codex Capital Asset Management L.L.C. History No change 22,050 2,590 0.9% 0.9% 220 0 0.0% Q2 2026 Jul 27, 2026
Alesco Advisors, LLC, An ESL Co History No change 21,652 2,544 0.06% 0.06% 221 0 0.0% Q2 2026 Aug 05, 2026
Operose Advisors LLC History No change 21,624 2,540 0.49% 0.49% 222 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 21,281 2,500 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 21,285 2,500 0.78% 0.78% 224 0 0.0% Q2 2026 Jul 30, 2026
Grey Ledge Advisors, LLC History No change 21,144 2,484 0.5% 0.5% 225 0 0.0% Q2 2026 Jul 27, 2026
Retirement Planning Group, LLC History No change 21,003 2,467 0.06% 0.06% 226 0 0.0% Q2 2026 Aug 05, 2026
Argent Advisors, Inc. History No change 20,961 2,462 0.62% 0.62% 227 0 0.0% Q2 2026 Aug 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 20,937 2,428 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 11, 2026
Davis Investment Partners, LLC History No change 20,650 2,426 0.74% 0.74% 229 0 0.0% Q2 2026 Aug 07, 2026
Darrow Company, Inc. History No change 20,084 2,359 0.91% 0.91% 230 0 0.0% Q2 2026 Jul 29, 2026
Stenger Family Office, LLC History No change 19,982 2,347 0.37% 0.37% 231 0 0.0% Q2 2026 Jul 13, 2026
Axis Wealth Partners, LLC History No change 19,743 2,319 1.11% 1.11% 232 0 0.0% Q2 2026 Jul 28, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 19,735 2,318 0.84% 0.84% 233 0 0.0% Q2 2026 Aug 07, 2026
FRANKLIN RESOURCES INC History No change 19,682 2,312 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History No change 19,152 2,250 0.06% 0.06% 235 0 0.0% Q2 2026 Jul 28, 2026
Stratos Wealth Advisors, LLC History No change 19,030 2,236 0.12% 0.12% 236 0 0.0% Q2 2026 Aug 11, 2026
Wellspring Financial Advisors, LLC History No change 18,882 2,218 0.15% 0.15% 237 0 0.0% Q2 2026 Jul 20, 2026
Lifestyle Asset Management, Inc. History No change 18,872 2,217 0.6% 0.6% 238 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 18,588 2,184 0.04% 0.04% 239 0 0.0% Q2 2026 Jul 15, 2026
Crestwood Advisors Group, LLC History No change 18,585 2,183 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 03, 2026
C2C Wealth Management, LLC History No change 18,561 2,180 1.71% 1.71% 241 0 0.0% Q2 2026 Jul 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 18,122 2,129 0.15% 0.15% 242 0 0.0% Q2 2026 Jul 07, 2026
Meridian Wealth Management, LLC History No change 17,963 2,110 0.07% 0.07% 243 0 0.0% Q2 2026 Aug 05, 2026
Allegheny Financial Group History No change 17,921 2,105 0.22% 0.22% 244 0 0.0% Q2 2026 Jul 22, 2026
Royal Fund Management, LLC History No change 17,884 2,101 0.17% 0.17% 245 0 0.0% Q2 2026 Jul 20, 2026
CIBC Bancorp USA Inc. History No change 17,612 2,069 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 17,556 2,062 0.04% 0.04% 247 0 0.0% Q2 2026 Jul 15, 2026
Rehmann Capital Advisory Group History No change 17,202 2,021 0.09% 0.09% 248 0 0.0% Q2 2026 Aug 20, 2026
Peregrine Asset Advisers, Inc. History No change 16,909 1,986 0.43% 0.43% 249 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 16,895 1,985 0.07% 0.07% 250 0 0.0% Q2 2026 Aug 07, 2026
FULTON BANK, N.A. History No change 16,804 1,974 0.06% 0.06% 251 0 0.0% Q2 2026 Jul 09, 2026
ANDERSON HOAGLAND & CO History No change 16,582 1,948 0.15% 0.15% 252 0 0.0% Q2 2026 Jul 06, 2026
BROWN ADVISORY INC History No change 16,354 1,921 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 16,344 1,920 0.01% 0.01% 254 0 0.0% Q2 2026 Sep 23, 2026
GLENMEDE TRUST CO NA History No change 16,323 1,917 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO History No change 16,518 1,915 0.02% 0.02% 256 0 0.0% Q2 2026 Jul 27, 2026
Novak & Powell Financial Services, Inc. History No change 16,244 1,908 0.9% 0.9% 257 0 0.0% Q2 2026 Aug 11, 2026
Columbia Bank History No change 15,868 1,864 0.42% 0.42% 258 0 0.0% Q2 2026 Jul 24, 2026
GENESIS PRIVATE WEALTH, LLC History No change 15,632 1,836 0.52% 0.52% 259 0 0.0% Q2 2026 Jul 13, 2026
Harvest Investment Services, LLC History No change 15,578 1,830 0.28% 0.28% 260 0 0.0% Q2 2026 Aug 14, 2026
TAGStone Capital, Inc. History No change 15,542 1,826 0.58% 0.58% 261 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 15,414 1,811 1.39% 1.39% 262 0 0.0% Q2 2026 Aug 11, 2026
Verdence Capital Advisors LLC History No change 15,274 1,794 0.09% 0.09% 263 0 0.0% Q2 2026 Jul 29, 2026
River Wealth Advisors LLC History No change 15,266 1,793 0.19% 0.19% 264 0 0.0% Q2 2026 Aug 04, 2026
Finley Financial, LLC History No change 15,037 1,766 0.71% 0.71% 265 0 0.0% Q2 2026 Jul 08, 2026
Stratos Wealth Partners, LTD. History No change 14,968 1,758 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 11, 2026
Atria Investments, Inc History No change 14,882 1,748 0.02% 0.02% 267 0 0.0% Q2 2026 Jul 28, 2026
StoneX Group Inc. History No change 14,849 1,744 0.07% 0.07% 268 0 0.0% Q2 2026 Aug 12, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 14,820 1,741 0.27% 0.27% 269 0 0.0% Q2 2026 Jul 14, 2026
MONECO ADVISORS, LLC History No change 14,624 1,718 0.11% 0.11% 270 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 14,600 1,715 0.0% 0.0% 271 0 0.0% Q2 2026 Sep 02, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 14,519 1,706 0.09% 0.09% 272 0 0.0% Q2 2026 Aug 10, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 14,001 1,645 0.85% 0.85% 273 0 0.0% Q2 2026 Aug 12, 2026
Ellis Investment Partners, LLC History No change 13,949 1,639 0.25% 0.25% 274 0 0.0% Q2 2026 Aug 05, 2026
Dana Investment Advisors, Inc. History No change 13,902 1,633 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 13,900 1,633 0.03% 0.03% 276 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 13,895 1,632 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 12, 2026
YHB Investment Advisors, Inc. History No change 13,822 1,624 0.1% 0.1% 278 0 0.0% Q2 2026 Jul 14, 2026
AFT, FORSYTH & COMPANY, INC. History No change 13,823 1,624 0.78% 0.78% 279 0 0.0% Q2 2026 Aug 14, 2026
PITTENGER & ANDERSON INC History No change 13,800 1,621 0.06% 0.06% 280 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL SECURITIES, INC. History No change 13,667 1,605 0.02% 0.02% 281 0 0.0% Q2 2026 Aug 04, 2026
HAZLETT, BURT & WATSON, INC. History No change 13,631 1,603 0.43% 0.43% 282 0 0.0% Q2 2026 Jul 30, 2026
Pallas Capital Advisors LLC History No change 13,609 1,599 0.05% 0.05% 283 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 13,393 1,573 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 13, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 13,200 1,551 2.11% 2.11% 285 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 13,179 1,548 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 14, 2026
Fairscale Capital, LLC History No change 13,096 1,538 0.92% 0.92% 287 0 0.0% Q2 2026 Aug 07, 2026
Keystone Financial Group History No change 13,066 1,535 0.09% 0.09% 288 0 0.0% Q2 2026 Jul 29, 2026
PKS Advisory Services, LLC History No change 13,029 1,530 0.24% 0.24% 289 0 0.0% Q2 2026 Aug 04, 2026
FIRST HORIZON CORP History No change 12,964 1,523 0.06% 0.06% 290 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 12,968 1,523 0.03% 0.03% 291 0 0.0% Q2 2026 Jul 21, 2026
Heck Capital Advisors, LLC History No change 12,835 1,508 0.09% 0.09% 292 0 0.0% Q2 2026 Jul 10, 2026
CITY HOLDING CO History No change 12,773 1,500 0.17% 0.17% 293 0 0.0% Q2 2026 Jul 10, 2026
Moors & Cabot, Inc. History No change 12,652 1,486 0.06% 0.06% 294 0 0.0% Q2 2026 Aug 10, 2026
Bleakley Financial Group, LLC History No change 12,588 1,479 0.02% 0.02% 295 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 12,487 1,467 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 18, 2026
Watchman Group, Inc. History No change 12,426 1,460 0.33% 0.33% 297 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History No change 12,245 1,438 0.02% 0.02% 298 0 0.0% Q2 2026 Jul 29, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 12,198 1,433 0.03% 0.03% 299 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History No change 12,159 1,428 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 12,155 1,428 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 06, 2026
Thayer Partners, LLC / MA History No change 12,023 1,412 0.58% 0.58% 302 0 0.0% Q2 2026 Jul 31, 2026
Embree Financial Group History No change 11,875 1,395 0.14% 0.14% 303 0 0.0% Q2 2026 Jul 15, 2026
Bragg Financial Advisors, Inc History No change 11,806 1,387 0.04% 0.04% 304 0 0.0% Q2 2026 Aug 12, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 11,800 1,386 0.03% 0.03% 305 0 0.0% Q2 2026 Jul 31, 2026
FIRST NATIONAL BANK OF OMAHA History No change 11,937 1,384 0.04% 0.04% 306 0 0.0% Q2 2026 Aug 07, 2026
OneDigital Investment Advisors LLC History No change 11,684 1,372 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 06, 2026
AMG National Trust Bank History No change 11,652 1,369 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 06, 2026
Aprio Wealth Management, LLC History No change 11,649 1,368 0.07% 0.07% 309 0 0.0% Q2 2026 Jul 24, 2026
MassMutual Private Wealth & Trust, FSB History Added to 12,401 1,359 0.04% 0.04% 310 +304 2.51% Q3 2026 Oct 05, 2026
Private Wealth Asset Management, LLC History No change 11,565 1,358 0.13% 0.13% 311 0 0.0% Q2 2026 Aug 11, 2026
Fortitude Family Office, LLC History No change 11,539 1,355 0.26% 0.26% 312 0 0.0% Q2 2026 Jul 20, 2026
FIRST CITIZENS BANK & TRUST CO History No change 11,449 1,345 0.02% 0.02% 313 0 0.0% Q2 2026 Jul 13, 2026
Western Wealth Management, LLC History No change 11,409 1,340 0.04% 0.04% 314 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 11,369 1,335 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 11, 2026
Marietta Wealth Management, LLC History No change 11,220 1,318 0.14% 0.14% 316 0 0.0% Q2 2026 Aug 03, 2026
VICUS CAPITAL History No change 11,123 1,306 0.08% 0.08% 317 0 0.0% Q2 2026 Aug 05, 2026
Cordoba Advisory Partners LLC History No change 11,129 1,304 0.28% 0.28% 318 0 0.0% Q2 2026 Jul 21, 2026
BRIGHTON JONES LLC History No change 11,067 1,300 0.02% 0.02% 319 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 11,047 1,297 0.03% 0.03% 320 0 0.0% Q2 2026 Aug 14, 2026
Laurel Wealth Advisors LLC History No change 10,909 1,281 0.12% 0.12% 321 0 0.0% Q2 2026 Jul 17, 2026
Buck Wealth Strategies, LLC History No change 10,890 1,279 0.13% 0.13% 322 0 0.0% Q2 2026 Jul 30, 2026
Capital Analysts, LLC History No change 10,867 1,277 0.03% 0.03% 323 0 0.0% Q2 2026 Aug 05, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 10,812 1,270 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 10,687 1,255 0.02% 0.02% 325 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 10,669 1,253 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 11, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 10,644 1,250 0.27% 0.27% 327 0 0.0% Q2 2026 Jul 22, 2026
Schneider Downs Wealth Management Advisors, LP History No change 10,589 1,244 0.12% 0.12% 328 0 0.0% Q2 2026 Aug 05, 2026
Keenan, LLC History No change 10,554 1,240 0.88% 0.88% 329 0 0.0% Q2 2026 Aug 07, 2026
MainStreet Investment Advisors LLC History No change 10,463 1,229 0.17% 0.17% 330 0 0.0% Q2 2026 Aug 12, 2026
Vanguard National Trust Co History No change 10,439 1,226 0.07% 0.07% 331 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History No change 11,168 1,224 0.09% 0.1% 332 0 0.0% Q3 2026 Oct 06, 2026
Plante Moran Financial Advisors, LLC History No change 10,248 1,204 0.06% 0.06% 333 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 10,193 1,197 0.01% 0.01% 334 0 0.0% Q2 2026 Jul 20, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 10,184 1,196 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 10, 2026
Patten Group, Inc. History No change 10,178 1,195 0.19% 0.19% 336 0 0.0% Q2 2026 Aug 06, 2026
Front Row Advisors LLC History No change 10,082 1,183 0.34% 0.34% 337 0 0.0% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History No change 9,976 1,172 0.01% 0.01% 338 0 0.0% Q2 2026 Jul 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 10,067 1,168 0.07% 0.07% 339 0 0.0% Q2 2026 Jul 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 9,919 1,165 0.06% 0.06% 340 0 0.0% Q2 2026 Jul 23, 2026
Harbour Capital Advisors, LLC History No change 10,055 1,147 0.21% 0.21% 341 0 0.0% Q2 2026 Jul 15, 2026
Chicago Partners Investment Group LLC History No change 10,077 1,141 0.02% 0.02% 342 0 0.0% Q2 2026 Jul 29, 2026
Fiduciary Alliance LLC History No change 9,595 1,127 0.08% 0.08% 343 0 0.0% Q2 2026 Jul 20, 2026
BlackRock, Inc. History No change 9,567 1,124 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 07, 2026
Breakwater Capital Group History No change 9,531 1,119 0.13% 0.13% 345 0 0.0% Q2 2026 Jul 08, 2026
Prime Capital Investment Advisors, LLC History No change 9,481 1,114 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 05, 2026
BENJAMIN EDWARDS INC History No change 9,455 1,111 0.01% 0.01% 347 0 0.0% Q2 2026 Jul 24, 2026
Atlas Brown,Inc. History No change 9,392 1,103 0.3% 0.3% 348 0 0.0% Q2 2026 Jul 09, 2026
CreativeOne Wealth, LLC History No change 9,381 1,102 0.02% 0.02% 349 0 0.0% Q2 2026 Aug 13, 2026
RKL Wealth Management LLC History No change 9,352 1,098 0.09% 0.09% 350 0 0.0% Q2 2026 Aug 10, 2026
Tudor Financial Inc. History No change 9,342 1,097 0.49% 0.49% 351 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 9,327 1,095 0.09% 0.09% 352 0 0.0% Q2 2026 Jul 28, 2026
Stratos Investment Management, LLC History No change 9,282 1,090 0.04% 0.04% 353 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 9,263 1,088 0.02% 0.02% 354 0 0.0% Q2 2026 Aug 05, 2026
Venture Visionary Partners LLC History No change 9,153 1,075 0.03% 0.03% 355 0 0.0% Q2 2026 Jul 27, 2026
Veratis Advisors, Inc. History No change 9,117 1,071 0.76% 0.76% 356 0 0.0% Q2 2026 Aug 13, 2026
Financial Alternatives, Inc History No change 9,084 1,067 0.53% 0.53% 357 0 0.0% Q2 2026 Aug 10, 2026
Clear Creek Financial Management, LLC History No change 9,049 1,063 0.07% 0.07% 358 0 0.0% Q2 2026 Jul 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 9,013 1,059 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 13, 2026
DAVIDSON TRUST CO History No change 9,002 1,057 0.41% 0.41% 360 0 0.0% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 8,976 1,054 0.01% 0.01% 361 0 0.0% Q2 2026 Jul 20, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 8,970 1,054 0.05% 0.05% 362 0 0.0% Q2 2026 Jul 20, 2026
Oakworth Capital, Inc. History No change 8,952 1,051 0.05% 0.05% 363 0 0.0% Q2 2026 Jul 22, 2026
CHILTON INVESTMENT CO INC. History No change 8,875 1,042 0.02% 0.02% 364 0 0.0% Q2 2026 Aug 14, 2026
Truepoint, Inc. History No change 8,787 1,032 0.02% 0.02% 365 0 0.0% Q2 2026 Jul 31, 2026
Busey Bank History No change 8,713 1,023 0.02% 0.02% 366 0 0.0% Q2 2026 Aug 13, 2026
Topsail Wealth Management, LLC History No change 8,691 1,021 0.13% 0.13% 367 0 0.0% Q2 2026 Aug 13, 2026
NTV ASSET MANAGEMENT LLC History No change 8,670 1,018 0.1% 0.1% 368 0 0.0% Q2 2026 Aug 05, 2026
AdvisorNet Financial, Inc History No change 8,622 1,013 0.05% 0.05% 369 0 0.0% Q2 2026 Jul 23, 2026
Heartwood Wealth Advisors LLC History No change 9,234 1,012 0.08% 0.08% 370 0 0.0% Q3 2026 Oct 05, 2026
Ruggaard & Associates LLC History No change 8,598 1,010 0.36% 0.36% 371 0 0.0% Q2 2026 Aug 17, 2026
Atlantic Edge Private Wealth Management, LLC History No change 8,583 1,008 0.21% 0.21% 372 0 0.0% Q2 2026 Jul 23, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 8,558 1,005 0.11% 0.11% 373 0 0.0% Q2 2026 Jul 23, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 8,560 1,005 0.42% 0.42% 374 0 0.0% Q2 2026 Jul 16, 2026
Belpointe Asset Management LLC History No change 8,528 1,002 0.03% 0.03% 375 0 0.0% Q2 2026 Jul 31, 2026
BANK OF STOCKTON History No change 8,503 999 0.28% 0.28% 376 0 0.0% Q2 2026 Jul 29, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 8,414 988 0.07% 0.07% 377 0 0.0% Q2 2026 Jul 16, 2026
WELCH & FORBES LLC History No change 8,373 983 0.01% 0.01% 378 0 0.0% Q2 2026 Jul 30, 2026
HMS Capital Management, LLC History No change 8,337 979 0.37% 0.37% 379 0 0.0% Q2 2026 Jul 21, 2026
SageView Advisory Group, LLC History No change 8,329 978 0.03% 0.03% 380 0 0.0% Q2 2026 Aug 10, 2026
Wagner Wealth Management, LLC History No change 8,280 972 0.18% 0.18% 381 0 0.0% Q2 2026 Jul 24, 2026
IFP Advisors, Inc History No change 8,194 962 0.02% 0.02% 382 0 0.0% Q2 2026 Jul 20, 2026
MONEY CONCEPTS CAPITAL CORP History No change 8,151 957 0.04% 0.04% 383 0 0.0% Q2 2026 Aug 04, 2026
DEARBORN PARTNERS LLC History No change 9,505 956 0.05% 0.05% 384 0 0.0% Q2 2026 Aug 13, 2026
Peterson Wealth Advisors, LLC History No change 8,114 953 0.11% 0.11% 385 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 8,083 949 0.4% 0.4% 386 0 0.0% Q2 2026 Aug 14, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 8,016 941 0.34% 0.34% 387 0 0.0% Q2 2026 Aug 07, 2026
RFG Advisory, LLC History No change 7,975 937 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 15, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 7,926 931 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 07, 2026
Integrated Advisors Network LLC History No change 7,908 929 0.04% 0.04% 390 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 8,003 928 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 7,836 920 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 7,780 914 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 18, 2026
TCV Trust & Wealth Management, Inc. History No change 7,689 903 0.07% 0.07% 394 0 0.0% Q2 2026 Jul 24, 2026
HARBOUR INVESTMENTS, INC. History No change 7,631 896 0.01% 0.01% 395 0 0.0% Q2 2026 Aug 12, 2026
Valeo Financial Advisors, LLC History No change 7,594 892 0.02% 0.02% 396 0 0.0% Q2 2026 Jul 08, 2026
DSG Capital Advisors, LLC History No change 7,852 891 0.13% 0.13% 397 0 0.0% Q2 2026 Aug 06, 2026
Allen Investment Management, LLC History No change 7,556 887 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 05, 2026
Texas Bank & Trust Co History No change 7,529 884 0.29% 0.29% 399 0 0.0% Q2 2026 Jul 31, 2026
Perigon Wealth Management, LLC History No change 7,515 882 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 07, 2026
Modera Wealth Management, LLC History No change 7,457 876 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 03, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 7,401 869 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 13, 2026
Montecito Bank & Trust History Reduced 7,919 868 0.13% 0.14% 403 -18 -0.23% Q3 2026 Oct 01, 2026
ProVise Management Group, LLC History No change 7,272 854 0.06% 0.06% 404 0 0.0% Q2 2026 Aug 03, 2026
Crescent Grove Advisors, LLC History No change 7,255 852 0.07% 0.07% 405 0 0.0% Q2 2026 Aug 10, 2026
AWM CAPITAL, LLC History No change 7,224 848 0.07% 0.07% 406 0 0.0% Q2 2026 Jul 31, 2026
PRIVATE MANAGEMENT GROUP INC History No change 7,165 841 0.02% 0.02% 407 0 0.0% Q2 2026 Jul 31, 2026
River Street Advisors LLC History No change 7,124 837 0.25% 0.25% 408 0 0.0% Q2 2026 Jul 21, 2026
Focus Financial Network, Inc. History No change 7,105 834 0.03% 0.03% 409 0 0.0% Q2 2026 Jul 09, 2026
Outlook Wealth Advisors, LLC History No change 7,077 831 0.18% 0.18% 410 0 0.0% Q2 2026 Aug 03, 2026
Nicholas Hoffman & Company, LLC. History No change 7,056 829 0.02% 0.02% 411 0 0.0% Q2 2026 Aug 04, 2026
Compton Wealth Advisory Group, LLC History No change 7,134 828 0.17% 0.17% 412 0 0.0% Q2 2026 Jul 21, 2026
Montis Financial, LLC History No change 7,024 825 0.17% 0.17% 413 0 0.0% Q2 2026 Aug 05, 2026
Tannin Capital LLC History No change 6,931 814 0.53% 0.53% 414 0 0.0% Q2 2026 Aug 04, 2026
Prospera Financial Services Inc History No change 6,899 811 0.01% 0.01% 415 0 0.0% Q2 2026 Jul 15, 2026
Hubbell Strickland Wealth Management, LLC History No change 6,902 811 0.29% 0.29% 416 0 0.0% Q2 2026 Jul 29, 2026
MATHER GROUP, LLC. History No change 6,856 805 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 27, 2026
ALERUS FINANCIAL NA History No change 6,787 797 0.03% 0.03% 418 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 6,779 797 0.0% 0.0% 419 0 0.0% Q2 2026 Jul 20, 2026
PACIFIC SUN FINANCIAL CORP History No change 6,762 794 0.33% 0.33% 420 0 0.0% Q2 2026 Aug 07, 2026
Hickory Point Bank & Trust History No change 7,181 787 0.47% 0.51% 421 0 0.0% Q3 2026 Oct 01, 2026
Compass Financial Group, Inc. (Ohio) History No change 6,695 786 0.53% 0.53% 422 0 0.0% Q2 2026 Aug 12, 2026
Prosperity Planning, Inc. History No change 6,686 785 0.18% 0.18% 423 0 0.0% Q2 2026 Jul 10, 2026
CHOREO, LLC History No change 6,666 783 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 04, 2026
FAYEZ SAROFIM & CO History No change 6,644 780 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 6,624 777 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 14, 2026
Bonfire Financial History No change 6,620 777 0.5% 0.5% 427 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 6,596 774 0.1% 0.1% 428 0 0.0% Q2 2026 Aug 14, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 6,587 773 0.05% 0.05% 429 0 0.0% Q2 2026 Jul 31, 2026
PGIM Custom Harvest LLC History No change 6,571 772 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 13, 2026
Daner Wealth Management, LLC History No change 6,461 766 0.42% 0.42% 431 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 6,712 764 0.01% 0.01% 432 0 0.0% Q2 2026 Jul 27, 2026
SouthState Bank Corp History No change 6,462 759 0.03% 0.03% 433 0 0.0% Q2 2026 Aug 06, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,449 757 0.01% 0.01% 434 0 0.0% Q2 2026 Jul 23, 2026
Smith & Howard Wealth Management, LLC History No change 6,442 756 0.15% 0.15% 435 0 0.0% Q2 2026 Aug 03, 2026
Destiny Capital Corp/CO History No change 6,391 750 0.35% 0.35% 436 0 0.0% Q2 2026 Aug 10, 2026
WASHINGTON TRUST BANK History No change 6,371 748 0.05% 0.05% 437 0 0.0% Q2 2026 Aug 05, 2026
Keel Point, LLC History No change 6,369 748 0.04% 0.04% 438 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 6,361 747 0.01% 0.01% 439 0 0.0% Q2 2026 Aug 10, 2026
MSH Capital Advisors LLC History No change 6,340 744 0.13% 0.13% 440 0 0.0% Q2 2026 Aug 10, 2026
Z3 Capital Partners, LLC History No change 6,324 743 0.16% 0.16% 441 0 0.0% Q2 2026 Jul 28, 2026
Signature Wealth Management Partners, LLC History No change 6,300 740 0.35% 0.35% 442 0 0.0% Q2 2026 Jul 29, 2026
Corundum Group, Inc. History No change 6,265 736 0.22% 0.22% 443 0 0.0% Q2 2026 Aug 07, 2026
Palisade Asset Management, LLC History No change 6,257 735 0.07% 0.07% 444 0 0.0% Q2 2026 Jul 20, 2026
Confluence Wealth Services, Inc. History No change 6,254 734 0.02% 0.02% 445 0 0.0% Q2 2026 Jul 22, 2026
August Group Capital Ltd History No change 6,180 726 0.8% 0.8% 446 0 0.0% Q2 2026 Aug 10, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 6,138 721 0.26% 0.26% 447 0 0.0% Q2 2026 Jul 23, 2026
VestGen Advisors, LLC History No change 6,140 721 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 11, 2026
Waldron Private Wealth LLC History No change 6,134 720 0.02% 0.02% 449 0 0.0% Q2 2026 Jul 20, 2026
AE Wealth Management LLC History No change 6,113 718 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 03, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 6,037 709 0.03% 0.03% 451 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 6,033 708 0.08% 0.08% 452 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Group, LLC / IL History No change 6,003 705 0.17% 0.17% 453 0 0.0% Q2 2026 Jul 30, 2026
Legacy Private Trust Co. History No change 6,370 698 0.04% 0.04% 454 0 0.0% Q3 2026 Oct 06, 2026
Octavia Wealth Advisors, LLC History No change 5,919 695 0.06% 0.06% 455 0 0.0% Q2 2026 Jul 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 5,900 693 0.06% 0.06% 456 0 0.0% Q2 2026 Jul 14, 2026
IFG Advisors, LLC History No change 5,884 691 0.1% 0.1% 457 0 0.0% Q2 2026 Jul 22, 2026
KINTRA WEALTH, LLC History No change 5,780 685 0.04% 0.04% 458 0 0.0% Q2 2026 Aug 14, 2026
GUERRA PAN ADVISORS, LLC History No change 5,836 685 0.38% 0.38% 459 0 0.0% Q2 2026 Aug 12, 2026
Independent Wealth Network Inc. History No change 5,738 674 0.17% 0.17% 460 0 0.0% Q2 2026 Jul 20, 2026
Greenspring Advisors, LLC History No change 5,738 674 0.04% 0.04% 461 0 0.0% Q2 2026 Aug 11, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 5,719 672 0.1% 0.1% 462 0 0.0% Q2 2026 Jul 21, 2026
Nova Wealth Management, Inc. History No change 5,678 667 0.37% 0.37% 463 0 0.0% Q2 2026 Jul 13, 2026
Pure Financial Advisors, LLC History No change 5,656 664 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 5,650 663 0.02% 0.02% 465 0 0.0% Q2 2026 Aug 10, 2026
Sunpointe, LLC History No change 5,613 659 0.19% 0.19% 466 0 0.0% Q2 2026 Jul 24, 2026
Vienna Asset Management LLC History No change 5,607 658 0.46% 0.46% 467 0 0.0% Q2 2026 Aug 14, 2026
Net Worth Advisory Group History No change 5,598 657 0.17% 0.17% 468 0 0.0% Q2 2026 Jul 13, 2026
Slow Capital, Inc. History No change 5,590 656 0.08% 0.08% 469 0 0.0% Q2 2026 Jul 22, 2026
SAPIENT CAPITAL LLC History No change 5,547 651 0.01% 0.01% 470 0 0.0% Q2 2026 Jul 09, 2026
Geometric Wealth Advisors History No change 5,537 650 0.07% 0.07% 471 0 0.0% Q2 2026 Aug 11, 2026
Resonant Capital Advisors, LLC History No change 5,500 646 0.03% 0.03% 472 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Holdings Inc. History No change 5,475 643 0.05% 0.05% 473 0 0.0% Q2 2026 Aug 13, 2026
WESBANCO BANK INC History No change 5,428 637 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 28, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 5,411 635 0.2% 0.2% 475 0 0.0% Q2 2026 Jul 16, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 5,406 635 0.29% 0.29% 476 0 0.0% Q2 2026 Aug 07, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 5,410 635 0.46% 0.46% 477 0 0.0% Q2 2026 Jul 24, 2026
CRA Financial Services, LLC History No change 5,404 634 0.07% 0.07% 478 0 0.0% Q2 2026 Jul 24, 2026
21 West Wealth Management LLC History No change 5,404 634 0.54% 0.54% 479 0 0.0% Q2 2026 Jul 13, 2026
626 Financial, LLC History No change 5,380 632 0.25% 0.25% 480 0 0.0% Q2 2026 Jul 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 5,371 631 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 03, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,370 630 0.01% 0.01% 482 0 0.0% Q2 2026 Jul 23, 2026
SEI INVESTMENTS CO History No change 5,352 628 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 14, 2026
Turtle Creek Wealth Advisors, LLC History No change 5,344 627 0.03% 0.03% 484 0 0.0% Q2 2026 Jul 27, 2026
Crusonia Wealth Advisors LLC History No change 5,295 622 0.1% 0.1% 485 0 0.0% Q2 2026 Jul 30, 2026
MidAtlantic Capital Management, Inc. History No change 5,279 620 0.39% 0.39% 486 0 0.0% Q2 2026 Aug 10, 2026
Key FInancial Inc History No change 5,257 617 0.1% 0.1% 487 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisors, LLC History No change 5,246 616 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 5,244 616 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 06, 2026
Hyundai Investments Co., Ltd. History No change 5,267 610 0.66% 0.66% 490 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 5,108 600 0.04% 0.04% 491 0 0.0% Q2 2026 Aug 05, 2026
KLCM Advisors, Inc. History No change 5,104 599 0.05% 0.05% 492 0 0.0% Q2 2026 Aug 06, 2026
Haverford Trust Co History No change 4,976 584 0.01% 0.01% 493 0 0.0% Q2 2026 Aug 12, 2026
Mezzasalma Advisors, LLC History No change 4,903 576 0.12% 0.12% 494 0 0.0% Q2 2026 Aug 10, 2026
PETRA FINANCIAL ADVISORS INC History No change 4,901 575 0.27% 0.27% 495 0 0.0% Q2 2026 Jul 24, 2026
Hershey Financial Advisers, LLC History No change 4,894 575 0.41% 0.41% 496 0 0.0% Q2 2026 Aug 11, 2026
Wagner Wealth Management, Corp History No change 4,842 568 0.46% 0.46% 497 0 0.0% Q2 2026 Aug 10, 2026
Destination Wealth Management History No change 4,819 566 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 4,825 566 0.02% 0.02% 499 0 0.0% Q2 2026 Jul 27, 2026
Jacobi Capital Management LLC History No change 4,811 565 0.03% 0.03% 500 0 0.0% Q2 2026 Jul 31, 2026
IBEX WEALTH ADVISORS History No change 4,799 563 0.04% 0.04% 501 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Wealth LLC History No change 4,745 557 0.04% 0.04% 502 0 0.0% Q2 2026 Aug 11, 2026
SAXON INTERESTS, INC. History No change 4,734 556 0.15% 0.15% 503 0 0.0% Q2 2026 Aug 12, 2026
Harbour Trust & Investment Management Co History No change 4,738 556 0.05% 0.05% 504 0 0.0% Q2 2026 Jul 28, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 4,721 554 0.07% 0.07% 505 0 0.0% Q2 2026 Jul 29, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 4,718 554 0.07% 0.07% 506 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 4,691 551 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 12, 2026
Biltmore Family Office, LLC History No change 4,674 549 0.07% 0.07% 508 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 4,662 547 0.09% 0.09% 509 0 0.0% Q2 2026 Aug 13, 2026
Glassman Wealth Services History No change 4,640 545 0.07% 0.07% 510 0 0.0% Q2 2026 Aug 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 4,645 545 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 10, 2026
EFG International AG History No change 4,640 545 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 4,588 539 0.01% 0.01% 513 0 0.0% Q2 2026 Jul 28, 2026
Robertson Stephens Wealth Management, LLC History No change 4,587 538 0.01% 0.01% 514 0 0.0% Q2 2026 Jul 29, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 4,578 537 0.35% 0.35% 515 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 4,569 536 0.02% 0.02% 516 0 0.0% Q2 2026 Jul 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 4,524 531 0.03% 0.03% 517 0 0.0% Q2 2026 Aug 13, 2026
Navigate Wealth Management, LLC History No change 4,721 530 0.33% 0.33% 518 0 0.0% Q2 2026 Jul 23, 2026
Friday Financial History No change 4,638 528 0.14% 0.14% 519 0 0.0% Q2 2026 Jul 09, 2026
KPP Advisory Services LLC History No change 4,464 524 0.07% 0.07% 520 0 0.0% Q2 2026 Jul 24, 2026
Crewe Advisors LLC History No change 4,458 523 0.04% 0.04% 521 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 4,445 522 0.06% 0.06% 522 0 0.0% Q2 2026 Jul 10, 2026
Meridian Financial Advisors, LLC History No change 4,423 519 0.25% 0.25% 523 0 0.0% Q2 2026 Jul 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 4,404 517 0.02% 0.02% 524 0 0.0% Q2 2026 Jul 27, 2026
Milestones Private Investment Advisors LLC History No change 4,396 516 0.41% 0.41% 525 0 0.0% Q2 2026 Jul 24, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 4,385 515 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 4,377 514 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 4,353 511 0.08% 0.08% 528 0 0.0% Q2 2026 Jul 27, 2026
Clientfirst Wealth Management, LLC History No change 4,324 508 0.42% 0.42% 529 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisory, LLC History No change 4,320 507 0.02% 0.02% 530 0 0.0% Q2 2026 Aug 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 4,300 505 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 4,292 504 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 06, 2026
HighPoint Advisor Group LLC History No change 4,247 499 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 05, 2026
Mattern Wealth Management LLC History No change 4,249 499 0.08% 0.08% 534 0 0.0% Q2 2026 Jul 23, 2026
NCM Capital Management, LLC History No change 4,187 492 0.15% 0.15% 535 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 4,186 491 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 30, 2026
United Community Bank History No change 4,183 491 0.15% 0.15% 537 0 0.0% Q2 2026 Aug 13, 2026
Vickerman Investment Advisors, Inc. History No change 4,154 488 0.09% 0.09% 538 0 0.0% Q2 2026 Aug 13, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 4,147 487 0.07% 0.07% 539 0 0.0% Q2 2026 Aug 12, 2026
EQUITABLE TRUST CO History No change 4,138 486 0.02% 0.02% 540 0 0.0% Q2 2026 Jul 23, 2026
Ally Invest Advisors Inc. History No change 4,140 486 0.03% 0.03% 541 0 0.0% Q2 2026 Aug 13, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 4,116 483 0.03% 0.03% 542 0 0.0% Q2 2026 Jul 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 4,117 483 0.03% 0.03% 543 0 0.0% Q2 2026 Jul 13, 2026
All Terrain Financial Advisors, LLC History No change 4,086 480 0.08% 0.08% 544 0 0.0% Q2 2026 Aug 11, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 4,373 479 0.0% 0.01% 545 -10,686 -70.96% Q3 2026 Oct 06, 2026
Savvy Advisors, Inc. History No change 4,074 478 0.01% 0.01% 546 0 0.0% Q2 2026 Aug 03, 2026
Indiana Trust & Investment Management Co History No change 4,067 477 0.13% 0.13% 547 0 0.0% Q2 2026 Jul 22, 2026
Community Bank, N.A. History No change 4,045 475 0.05% 0.05% 548 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 4,042 474 0.01% 0.01% 549 0 0.0% Q2 2026 Aug 13, 2026
Highland Investment Advisors LLC History No change 4,042 474 0.21% 0.21% 550 0 0.0% Q2 2026 Aug 13, 2026
STEVENS CAPITAL PARTNERS History No change 4,021 472 0.09% 0.09% 551 0 0.0% Q2 2026 Aug 07, 2026
INTRUST BANK NA History No change 3,991 468 0.03% 0.03% 552 0 0.0% Q2 2026 Aug 05, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 3,978 467 0.03% 0.03% 553 0 0.0% Q2 2026 Jul 15, 2026
HCR Wealth Advisors History No change 3,942 463 0.04% 0.04% 554 0 0.0% Q2 2026 Jul 13, 2026
PCG Wealth Advisors, LLC History No change 3,933 462 0.1% 0.1% 555 0 0.0% Q2 2026 Aug 03, 2026
NBT BANK, N.A. History No change 3,900 458 0.03% 0.03% 556 0 0.0% Q2 2026 Jul 29, 2026
American Wealth Advisors, LLC History No change 3,902 458 0.43% 0.43% 557 0 0.0% Q2 2026 Aug 07, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,896 457 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 3,888 456 0.03% 0.03% 559 0 0.0% Q2 2026 Jul 30, 2026
Neuberger Berman Group LLC History No change 3,863 453 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 3,854 452 0.02% 0.02% 561 0 0.0% Q2 2026 Jul 21, 2026
TD Waterhouse Canada Inc. History No change 3,900 452 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 27, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,830 450 0.05% 0.05% 563 0 0.0% Q2 2026 Jul 09, 2026
Koshinski Asset Management, Inc. History No change 3,813 448 0.02% 0.02% 564 0 0.0% Q2 2026 Jul 27, 2026
Bay Capital Advisors, LLC History No change 3,815 448 0.24% 0.24% 565 0 0.0% Q2 2026 Jul 21, 2026
Navigation Group, LLC History No change 3,817 448 0.09% 0.09% 566 0 0.0% Q2 2026 Jul 29, 2026
Cove Private Wealth, LLC History No change 3,810 447 0.09% 0.09% 567 0 0.0% Q2 2026 Jul 31, 2026
Linscomb Wealth, Inc. History No change 3,757 441 0.02% 0.02% 568 0 0.0% Q2 2026 Jul 31, 2026
Independence Bank of Kentucky History No change 3,760 441 0.05% 0.05% 569 0 0.0% Q2 2026 Jul 13, 2026
MKT Advisors LLC History No change 3,874 441 0.14% 0.14% 570 0 0.0% Q2 2026 Jul 09, 2026
Goldenstone Wealth Management LLC History No change 3,750 440 0.29% 0.29% 571 0 0.0% Q2 2026 Aug 05, 2026
Gerald Baker Financial Group LLC History No change 3,740 439 0.12% 0.12% 572 0 0.0% Q2 2026 Aug 03, 2026
DOLIVER ADVISORS, LP History No change 3,980 436 0.1% 0.11% 573 0 0.0% Q3 2026 Oct 01, 2026
Johnson Financial Group, LLC History No change 3,695 434 0.02% 0.02% 574 0 0.0% Q2 2026 Aug 06, 2026
Carl P. Sherr & Co., LLC History No change 3,665 430 0.18% 0.18% 575 0 0.0% Q2 2026 Jul 31, 2026
Veracity Capital LLC History No change 3,652 429 0.12% 0.12% 576 0 0.0% Q2 2026 Jul 10, 2026
Trueblood Wealth Management, LLC History No change 3,642 427 0.15% 0.15% 577 0 0.0% Q2 2026 Jul 27, 2026
BAILARD, INC. History No change 3,626 426 0.01% 0.01% 578 0 0.0% Q2 2026 Jul 30, 2026
Integrated Investment Consultants, LLC History No change 3,633 426 0.08% 0.08% 579 0 0.0% Q2 2026 Aug 17, 2026
Breachway Investments LLC History No change 3,618 425 0.64% 0.64% 580 0 0.0% Q2 2026 Jul 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 3,600 423 0.05% 0.05% 581 0 0.0% Q2 2026 Aug 14, 2026
Delta Investment Management, LLC History No change 3,602 423 0.07% 0.07% 582 0 0.0% Q2 2026 Aug 13, 2026
Parcion Private Wealth LLC History No change 3,603 423 0.02% 0.02% 583 0 0.0% Q2 2026 Jul 27, 2026
Insight Advisors, LLC/ PA History No change 3,603 423 0.07% 0.07% 584 0 0.0% Q2 2026 Aug 05, 2026
MMA ASSET MANAGEMENT LLC History No change 3,562 418 0.13% 0.13% 585 0 0.0% Q2 2026 Aug 04, 2026
KCM INVESTMENT ADVISORS LLC History No change 3,550 417 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 3,527 414 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 17, 2026
Parkside Financial Bank & Trust History No change 3,514 412 0.03% 0.03% 588 0 0.0% Q2 2026 Sep 04, 2026
Vann Equity Management LLC History No change 3,508 412 0.25% 0.25% 589 0 0.0% Q2 2026 Aug 05, 2026
Everstar Asset Management, LLC History No change 3,512 412 0.2% 0.2% 590 0 0.0% Q2 2026 Aug 03, 2026
Renasant Bank History No change 3,500 411 0.26% 0.26% 591 0 0.0% Q2 2026 Aug 11, 2026
Bensler, LLC History No change 3,504 411 0.04% 0.04% 592 0 0.0% Q2 2026 Jul 23, 2026
FAS Wealth Partners, Inc. History No change 3,465 407 0.02% 0.02% 593 0 0.0% Q2 2026 Jul 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,464 406 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 14, 2026
American Trust History No change 3,448 405 0.03% 0.03% 595 0 0.0% Q2 2026 Aug 14, 2026
Sandy Cove Advisors, LLC History No change 3,437 403 0.1% 0.1% 596 0 0.0% Q2 2026 Jul 07, 2026
DAVENPORT & Co LLC History No change 3,422 402 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 13, 2026
Wick Capital Partners, LLC History No change 3,425 402 0.06% 0.06% 598 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 3,539 402 0.15% 0.15% 599 0 0.0% Q2 2026 Jul 28, 2026
TERRIL BROTHERS, INC. History No change 3,406 400 0.1% 0.1% 600 0 0.0% Q2 2026 Jul 24, 2026
Composition Wealth, LLC History No change 3,410 400 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 22, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 3,398 399 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 30, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,400 399 0.02% 0.02% 603 0 0.0% Q2 2026 Aug 07, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 3,402 399 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 16, 2026
NBH Bank History No change 3,390 398 0.17% 0.17% 605 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 3,385 397 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 3,368 395 0.02% 0.02% 607 0 0.0% Q2 2026 Aug 10, 2026
SCS Capital Management LLC History No change 3,319 390 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 06, 2026
Benchmark Financial, LLC History No change 3,327 390 0.32% 0.32% 609 0 0.0% Q2 2026 Jul 21, 2026
CAHILL FINANCIAL ADVISORS INC History No change 3,274 384 0.04% 0.04% 610 0 0.0% Q2 2026 Aug 11, 2026
Probity Advisors, Inc. History No change 3,260 383 0.05% 0.05% 611 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Advisory Services, LLC History No change 3,251 381 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 23, 2026
Clayton Financial Group LLC History No change 3,248 381 0.21% 0.21% 613 0 0.0% Q2 2026 Jul 20, 2026
WEDBUSH SECURITIES INC History No change 3,234 380 0.01% 0.01% 614 0 0.0% Q2 2026 Jul 28, 2026
MV CAPITAL MANAGEMENT, INC. History No change 3,236 380 0.03% 0.03% 615 0 0.0% Q2 2026 Jul 30, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 3,231 379 0.1% 0.1% 616 0 0.0% Q2 2026 Jul 20, 2026
Elm Partners Management LLC History No change 3,213 377 0.01% 0.01% 617 0 0.0% Q2 2026 Jul 28, 2026
Matthew Goff Investment Advisor, LLC History No change 3,205 376 0.06% 0.06% 618 0 0.0% Q2 2026 Jul 07, 2026
Strategic Blueprint, LLC History No change 3,176 373 0.02% 0.02% 619 0 0.0% Q2 2026 Jul 23, 2026
IEQ CAPITAL, LLC History No change 3,178 373 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 11, 2026
MEITAV INVESTMENT HOUSE LTD History No change 3,200 371 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 20, 2026
Balboa Wealth Partners History No change 3,151 370 0.05% 0.05% 622 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 3,128 367 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 15, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 3,050 358 0.12% 0.12% 624 0 0.0% Q2 2026 Aug 06, 2026
CONDOR CAPITAL MANAGEMENT History No change 3,004 352 0.03% 0.03% 625 0 0.0% Q2 2026 Aug 12, 2026
WESTWOOD HOLDINGS GROUP INC History No change 2,993 351 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 14, 2026
Opus Financial Solutions LLC History No change 2,985 350 0.28% 0.28% 627 0 0.0% Q2 2026 Jul 24, 2026
SAGE FINANCIAL GROUP INC History No change 2,971 349 0.02% 0.02% 628 0 0.0% Q2 2026 Jul 21, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 2,955 347 0.02% 0.02% 629 0 0.0% Q2 2026 Jul 28, 2026
Institute for Wealth Management, LLC. History No change 2,956 347 0.03% 0.03% 630 0 0.0% Q2 2026 Jul 28, 2026
BURKE & HERBERT BANK & TRUST CO History No change 2,950 346 0.09% 0.09% 631 0 0.0% Q2 2026 Aug 07, 2026
Thomasville National Bank History No change 2,933 344 0.02% 0.02% 632 0 0.0% Q2 2026 Jul 20, 2026
BIP Wealth, LLC History No change 2,932 344 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 03, 2026
Creekside Partners History No change 2,931 344 0.12% 0.12% 634 0 0.0% Q2 2026 Jul 30, 2026
Baker Avenue Asset Management, LP History No change 2,922 343 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 28, 2026
Clearwater Capital Advisors, LLC History No change 2,918 342 0.03% 0.03% 636 0 0.0% Q2 2026 Aug 06, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 2,900 341 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 04, 2026
One Capital Management, LLC History No change 3,395 341 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 13, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 2,900 340 0.04% 0.04% 639 0 0.0% Q2 2026 Jul 07, 2026
Meeder Advisory Services, Inc. History No change 2,894 340 0.01% 0.01% 640 0 0.0% Q2 2026 Aug 07, 2026
Amplius Wealth Advisors, LLC History No change 2,881 338 0.02% 0.02% 641 0 0.0% Q2 2026 Jul 17, 2026
LYELL WEALTH MANAGEMENT, LP History No change 2,875 337 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 05, 2026
Connecticut Wealth Management, LLC History No change 2,867 336 0.01% 0.01% 643 0 0.0% Q2 2026 Jul 29, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,844 334 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 2,846 334 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 13, 2026
Merkkuri Wealth Advisors LLC History No change 2,831 332 0.21% 0.21% 646 0 0.0% Q2 2026 Jul 27, 2026
TUDOR INVESTMENT CORP ET AL History No change 2,822 331 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT INVESTORS INC History No change 2,800 329 0.06% 0.06% 648 0 0.0% Q2 2026 Jul 16, 2026
Forvis Mazars Wealth Advisors, LLC History No change 2,803 329 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 10, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,804 329 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 11, 2026
VeraBank, N.A. History No change 2,798 328 0.05% 0.05% 651 0 0.0% Q2 2026 Aug 05, 2026
MOTCO History No change 2,789 327 0.03% 0.03% 652 0 0.0% Q2 2026 Jul 31, 2026
Krilogy Financial LLC History No change 2,786 327 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 27, 2026
Westmount Partners, LLC History No change 2,776 326 0.07% 0.07% 654 0 0.0% Q2 2026 Jul 07, 2026
Farmers National Bank History No change 2,766 325 0.07% 0.07% 655 0 0.0% Q2 2026 Aug 11, 2026
GARRISON POINT ADVISORS, LLC History No change 2,770 325 0.13% 0.13% 656 0 0.0% Q2 2026 Jul 31, 2026
Value Investment Professionals, LLC History No change 2,767 325 0.27% 0.27% 657 0 0.0% Q2 2026 Jul 07, 2026
CHEMUNG CANAL TRUST CO History No change 2,761 324 0.06% 0.06% 658 0 0.0% Q2 2026 Jul 15, 2026
Winthrop Capital Management, LLC History No change 2,758 324 0.08% 0.08% 659 0 0.0% Q2 2026 Aug 13, 2026
Horizon Wealth Management, LLC History No change 2,755 323 0.04% 0.04% 660 0 0.0% Q2 2026 Aug 06, 2026
Fisher Asset Management, LLC History No change 2,737 321 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 04, 2026
First City Capital Management, Inc. History No change 2,732 321 0.16% 0.16% 662 0 0.0% Q2 2026 Jul 13, 2026
CNB Bank History No change 2,737 321 0.13% 0.13% 663 0 0.0% Q2 2026 Aug 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 2,921 320 0.0% 0.0% 664 0 0.0% Q3 2026 Oct 05, 2026
Ironwood Investment Counsel, LLC History No change 2,728 320 0.04% 0.04% 665 0 0.0% Q2 2026 Aug 05, 2026
Greater Midwest Financial Group, LLC History No change 2,730 320 0.16% 0.16% 666 0 0.0% Q2 2026 Jul 15, 2026
Fortis Capital Advisors, LLC History No change 2,713 318 0.04% 0.04% 667 0 0.0% Q2 2026 Jul 31, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 2,713 318 0.11% 0.11% 668 0 0.0% Q2 2026 Aug 05, 2026
High Net Worth Advisory Group LLC History No change 2,700 317 0.07% 0.07% 669 0 0.0% Q2 2026 Jul 29, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 2,688 315 0.05% 0.05% 670 0 0.0% Q2 2026 Aug 10, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 2,670 313 0.1% 0.1% 671 0 0.0% Q2 2026 Jul 24, 2026
UPTICK PARTNERS, LLC History No change 2,662 312 0.05% 0.05% 672 0 0.0% Q2 2026 Aug 10, 2026
Valmark Advisers, Inc. History No change 2,650 311 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 06, 2026
Accredited Investors Inc. History No change 2,649 311 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 21, 2026
SMITH, MOORE & CO. History No change 2,640 310 0.02% 0.02% 675 0 0.0% Q2 2026 Aug 12, 2026
Csenge Advisory Group History No change 2,626 308 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 10, 2026
DOVER ADVISORS, LLC History No change 3,188 308 0.13% 0.13% 677 0 0.0% Q2 2026 Aug 07, 2026
Huntleigh Advisors, Inc. History No change 2,603 305 0.04% 0.04% 678 0 0.0% Q2 2026 Aug 04, 2026
Dakota Wealth Management History No change 2,595 304 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 07, 2026
Sterling Investment Counsel, LLC History No change 2,576 302 0.07% 0.07% 680 0 0.0% Q2 2026 Jul 20, 2026
FIRST MANHATTAN CO. LLC. History No change 2,562 301 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 14, 2026
Noble Wealth Management PBC History Added to 2,737 300 0.13% 0.14% 683 +126 4.83% Q3 2026 Oct 01, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 2,560 300 0.09% 0.09% 682 0 0.0% Q2 2026 Jul 22, 2026
New Age Alpha Advisors, LLC History No change 2,545 299 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 13, 2026
Trivium Point Advisory, LLC History No change 2,545 299 0.03% 0.03% 685 0 0.0% Q2 2026 Aug 06, 2026
MONEYWISE, INC. History No change 2,539 298 0.11% 0.11% 686 0 0.0% Q2 2026 Jul 21, 2026
Redwood Investment Management, LLC History No change 2,532 298 0.03% 0.03% 687 0 0.0% Q2 2026 Aug 14, 2026
Trifecta Capital Advisors, LLC History No change 2,540 298 0.04% 0.04% 688 0 0.0% Q2 2026 Aug 03, 2026
CENTAURUS FINANCIAL, INC. History No change 2,523 296 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 17, 2026
Insight Inv LLC History No change 2,509 294 0.14% 0.14% 690 0 0.0% Q2 2026 Jul 23, 2026
Freedom Day Solutions, LLC History No change 2,494 293 0.06% 0.06% 691 0 0.0% Q2 2026 Jul 24, 2026
Elyxium Wealth, LLC History No change 2,480 291 0.03% 0.03% 692 0 0.0% Q2 2026 Aug 03, 2026
Mayflower Financial Advisors, LLC History No change 2,469 290 0.03% 0.03% 693 0 0.0% Q2 2026 Jul 09, 2026
Fee-Only Financial Planning, L.C. History No change 2,460 289 0.15% 0.15% 694 0 0.0% Q2 2026 Jul 29, 2026
Sequent Asset Management, LLC History No change 2,446 287 0.12% 0.12% 695 0 0.0% Q2 2026 Jul 21, 2026
Relyea Zuckerberg Hanson LLC History No change 2,451 287 0.02% 0.02% 696 0 0.0% Q2 2026 Jul 16, 2026
Park Capital Management, LLC / WI History No change 2,451 287 0.17% 0.17% 697 0 0.0% Q2 2026 Jul 10, 2026
Stanich Group LLC History No change 2,437 286 0.18% 0.18% 698 0 0.0% Q2 2026 Jul 16, 2026
HUB Investment Partners, LLC History No change 2,410 283 0.01% 0.01% 699 0 0.0% Q2 2026 Jul 31, 2026
Strategies Wealth Advisors, LLC History No change 2,416 283 0.03% 0.03% 700 0 0.0% Q2 2026 Aug 14, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 2,400 282 0.13% 0.13% 701 0 0.0% Q2 2026 Sep 18, 2026
NWAM LLC History No change 2,392 281 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 23, 2026
CHAPIN DAVIS, INC. History No change 2,376 279 0.05% 0.05% 703 0 0.0% Q2 2026 Jul 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,376 279 0.02% 0.02% 704 0 0.0% Q2 2026 Jul 15, 2026
ASSETMARK, INC History No change 2,360 277 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 30, 2026
JTC Employer Solutions Trustee Ltd History No change 2,360 277 0.02% 0.02% 706 0 0.0% Q2 2026 Jul 31, 2026
Sowell Financial Services LLC History No change 2,355 276 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 17, 2026
Radnor Capital Management, LLC History No change 2,352 276 0.04% 0.04% 708 0 0.0% Q2 2026 Jul 16, 2026
Intergy Private Wealth, LLC History No change 2,356 276 0.06% 0.06% 709 0 0.0% Q2 2026 Jul 17, 2026
New Insight Wealth Advisors History No change 2,355 276 0.08% 0.08% 710 0 0.0% Q2 2026 Jul 27, 2026
HBK Sorce Advisory LLC History No change 2,395 275 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 06, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 2,345 275 0.09% 0.09% 712 0 0.0% Q2 2026 Jul 09, 2026
TOMPKINS FINANCIAL CORP History No change 2,501 274 0.02% 0.02% 713 0 0.0% Q3 2026 Oct 05, 2026
Pine Valley Investments Ltd Liability Co History No change 2,340 274 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 24, 2026
Procyon Advisors, LLC History No change 2,325 273 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 09, 2026
Sightline Wealth Advisors, LLC History No change 2,328 273 0.1% 0.1% 716 0 0.0% Q2 2026 Jul 22, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 2,320 272 0.05% 0.05% 717 0 0.0% Q2 2026 Aug 04, 2026
Orion Porfolio Solutions, LLC History No change 2,323 272 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 14, 2026
Rockwood Wealth Management, LLC History No change 2,320 272 0.02% 0.02% 719 0 0.0% Q2 2026 Jul 13, 2026
Arlington Trust Co LLC History No change 2,310 271 0.02% 0.02% 720 0 0.0% Q2 2026 Jul 07, 2026
EAGLE GLOBAL ADVISORS LLC History No change 2,300 270 0.01% 0.01% 721 0 0.0% Q2 2026 Jul 30, 2026
Legacy Financial Group LLC History No change 2,293 269 0.03% 0.03% 722 0 0.0% Q2 2026 Aug 05, 2026
FIRST INTERSTATE BANK History No change 2,288 268 0.01% 0.01% 723 0 0.0% Q2 2026 Jul 24, 2026
LaFleur & Godfrey LLC History No change 2,287 268 0.03% 0.03% 724 0 0.0% Q2 2026 Jul 15, 2026
WOLFF WIESE MAGANA LLC History No change 2,285 268 0.12% 0.12% 725 0 0.0% Q2 2026 Jul 13, 2026
Legacy Bridge, LLC History No change 2,266 266 0.08% 0.08% 726 0 0.0% Q2 2026 Aug 13, 2026
Financial Life Planners History No change 2,260 265 0.17% 0.17% 727 0 0.0% Q2 2026 Jul 21, 2026
Stelac Advisory Services LLC History No change 2,250 264 0.05% 0.05% 728 0 0.0% Q2 2026 Aug 10, 2026
Granite Bay Wealth Management, LLC History No change 2,247 264 0.02% 0.02% 729 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 2,243 263 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 09, 2026
Plotkin Financial Advisors, LLC History No change 2,244 263 0.11% 0.11% 731 0 0.0% Q2 2026 Aug 14, 2026
Hidden Cove Wealth Management, LLC History No change 2,240 263 0.14% 0.14% 732 0 0.0% Q2 2026 Jul 21, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 2,240 263 0.11% 0.11% 733 0 0.0% Q2 2026 Jul 13, 2026
North Capital, Inc. History No change 2,228 261 0.2% 0.2% 734 0 0.0% Q2 2026 Jul 14, 2026
Highview Capital Management LLC/DE/ History No change 2,216 260 0.07% 0.07% 735 0 0.0% Q2 2026 Aug 11, 2026
FSA Advisors, Inc. History No change 2,213 260 0.12% 0.12% 736 0 0.0% Q2 2026 Aug 17, 2026
Gateway Wealth Partners, LLC History No change 2,214 260 0.02% 0.02% 737 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD ADVISERS INC History No change 2,172 255 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 2,174 255 0.01% 0.01% 739 0 0.0% Q2 2026 Jul 22, 2026
W ADVISORS, LLC History No change 2,170 255 0.12% 0.12% 740 0 0.0% Q2 2026 Jul 31, 2026
LANARK FINANCIAL, INC. History No change 2,162 254 0.02% 0.02% 741 0 0.0% Q2 2026 Jul 21, 2026
Alpha Omega Wealth Management LLC History No change 2,170 254 0.04% 0.04% 742 0 0.0% Q2 2026 Jul 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,154 253 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 2,148 252 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 21, 2026
WEST BANCORPORATION INC History No change 2,140 251 0.11% 0.11% 745 0 0.0% Q2 2026 Jul 23, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 2,097 246 0.05% 0.05% 746 0 0.0% Q2 2026 Jul 21, 2026
Eagle Bay Advisors LLC History No change 2,097 246 0.18% 0.18% 747 0 0.0% Q2 2026 Aug 03, 2026
Nilsine Partners, LLC History No change 2,102 246 0.02% 0.02% 748 0 0.0% Q2 2026 Jul 24, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,093 245 0.0% 0.0% 749 0 0.0% Q2 2026 Jul 14, 2026
FFT WEALTH MANAGEMENT LLC History No change 2,092 245 0.04% 0.04% 750 0 0.0% Q2 2026 Jul 27, 2026
Quadcap Wealth Management, LLC History No change 2,093 245 0.02% 0.02% 751 0 0.0% Q2 2026 Jul 31, 2026
Parkshore Wealth Management, Inc. History No change 2,077 244 0.07% 0.07% 752 0 0.0% Q2 2026 Aug 07, 2026
ROMAN BUTLER FULLERTON & CO History No change 2,155 243 0.06% 0.06% 753 0 0.0% Q2 2026 Aug 06, 2026
CWS Financial Advisors, LLC History No change 2,072 243 0.05% 0.05% 754 0 0.0% Q2 2026 Jul 30, 2026
Wealthspire Retirement, LLC History No change 2,075 243 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 12, 2026
Plan A Wealth LLC History No change 2,069 243 0.1% 0.1% 756 0 0.0% Q2 2026 Jul 14, 2026
Azimuth Capital Investment Management LLC History No change 2,024 237 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 12, 2026
Lewis Asset Management, LLC History No change 2,021 237 0.08% 0.08% 758 0 0.0% Q2 2026 Jul 21, 2026
Tradewinds, LLC. History No change 27,442 235 0.05% 0.05% 759 0 0.0% Q2 2026 Aug 14, 2026
Aufman Associates Inc History No change 1,988 233 0.09% 0.09% 760 0 0.0% Q2 2026 Aug 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 1,977 232 0.01% 0.01% 761 0 0.0% Q2 2026 Jul 21, 2026
Simmons Bank History No change 1,964 230 0.01% 0.01% 762 0 0.0% Q2 2026 Jul 31, 2026
Winthrop Advisory Group LLC History No change 1,964 230 0.02% 0.02% 763 0 0.0% Q2 2026 Jul 17, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 2,293 230 0.03% 0.03% 764 0 0.0% Q2 2026 Aug 05, 2026
SC&H Financial Advisors, Inc. History No change 1,960 230 0.03% 0.03% 765 0 0.0% Q2 2026 Aug 04, 2026
Security National Bank History No change 1,951 229 0.03% 0.03% 766 0 0.0% Q2 2026 Jul 15, 2026
FSM Wealth Advisors, LLC History No change 1,951 229 0.02% 0.02% 767 0 0.0% Q2 2026 Jul 15, 2026
GLR Partners, LLC History No change 1,957 229 0.11% 0.11% 768 0 0.0% Q2 2026 Jul 27, 2026
MEANS INVESTMENT CO., INC. History No change 1,934 227 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 14, 2026
Oakwell Private Wealth Management, LLC History No change 1,932 227 0.04% 0.04% 770 0 0.0% Q2 2026 Aug 03, 2026
Cannon Wealth Management Services, LLC History No change 1,934 227 0.12% 0.12% 771 0 0.0% Q2 2026 Aug 11, 2026
Gemmer Asset Management LLC History No change 1,929 226 0.02% 0.02% 772 0 0.0% Q2 2026 Jul 15, 2026
STAR Financial Bank History No change 1,926 226 0.09% 0.09% 773 0 0.0% Q2 2026 Aug 07, 2026
Nalls Sherbakoff Group, LLC History No change 1,916 225 0.16% 0.16% 774 0 0.0% Q2 2026 Aug 17, 2026
First National Bank of Hutchinson History No change 1,900 223 0.12% 0.12% 775 0 0.0% Q2 2026 Aug 03, 2026
Saxony Capital Management, LLC History No change 1,903 223 0.1% 0.1% 776 0 0.0% Q2 2026 Jul 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 1,906 223 0.01% 0.01% 777 0 0.0% Q2 2026 Jul 22, 2026
KWMG, LLC History No change 1,880 220 0.02% 0.02% 778 0 0.0% Q2 2026 Jul 08, 2026
ROMANO BROTHERS AND COMPANY History No change 1,868 219 0.02% 0.02% 779 0 0.0% Q2 2026 Jul 21, 2026
Penobscot Investment Management Company, Inc. History No change 1,850 217 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 24, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,842 216 0.02% 0.02% 781 0 0.0% Q2 2026 Jul 29, 2026
Mountain Capital Investment Advisors Inc. History No change 1,829 214 0.03% 0.03% 782 0 0.0% Q2 2026 Jul 14, 2026
Main Street Financial Solutions, LLC History No change 1,827 214 0.01% 0.01% 783 0 0.0% Q2 2026 Aug 07, 2026
Capstone Wealth Management, Inc. History No change 1,840 214 0.16% 0.16% 784 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 1,808 212 0.01% 0.01% 785 0 0.0% Q2 2026 Jul 13, 2026
FC Advisory LLC History Added to 1,928 211 0.06% 0.06% 786 +2 0.1% Q3 2026 Oct 05, 2026
Park Edge Advisors, LLC History No change 1,781 209 0.04% 0.04% 787 0 0.0% Q2 2026 Jul 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 1,769 207 0.01% 0.01% 788 0 0.0% Q2 2026 Jul 31, 2026
Cordatus Wealth Management LLC History No change 1,764 207 0.05% 0.05% 789 0 0.0% Q2 2026 Jul 29, 2026
Red Door Wealth Management, LLC History No change 1,765 207 0.02% 0.02% 790 0 0.0% Q2 2026 Jul 13, 2026
United Advisor Group, LLC History No change 1,761 206 0.02% 0.02% 791 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial Strategies, Inc. History No change 1,753 205 0.01% 0.01% 792 0 0.0% Q2 2026 Jul 24, 2026
Parkwoods Wealth Partners, LLC History No change 1,750 205 0.03% 0.03% 793 0 0.0% Q2 2026 Jul 27, 2026
Financial Advisory Corp History No change 1,744 204 0.03% 0.03% 794 0 0.0% Q2 2026 Jul 09, 2026
M3 Advisory Group, LLC History No change 1,744 204 0.11% 0.11% 795 0 0.0% Q2 2026 Jul 24, 2026
Richmond Investment Services, LLC History No change 1,741 204 0.06% 0.06% 796 0 0.0% Q2 2026 Jul 27, 2026
IFC Advisors LLC History No change 1,741 204 0.03% 0.03% 797 0 0.0% Q2 2026 Aug 05, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 1,733 203 0.01% 0.01% 798 0 0.0% Q2 2026 Jul 28, 2026
Sovereign Financial Group, Inc. History No change 1,733 203 0.03% 0.03% 799 0 0.0% Q2 2026 Jul 24, 2026
Charter Capital Management, LLC\DE History No change 1,732 203 0.09% 0.09% 800 0 0.0% Q2 2026 Jul 24, 2026
Advisors Capital Management, LLC History No change 1,722 202 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 11, 2026
King Wealth Management Group History No change 1,723 202 0.02% 0.02% 802 0 0.0% Q2 2026 Aug 05, 2026
BENNETT SELBY INVESTMENTS LP History No change 1,720 202 0.06% 0.06% 803 0 0.0% Q2 2026 Jul 24, 2026
HM PAYSON & CO History No change 1,712 201 0.0% 0.0% 804 0 0.0% Q2 2026 Jul 17, 2026
Christensen, King & Associates Investment Services, Inc. History No change 1,716 201 0.08% 0.08% 805 0 0.0% Q2 2026 Jul 14, 2026
Insight Wealth Partners, LLC History No change 1,706 200 0.03% 0.03% 806 0 0.0% Q2 2026 Aug 06, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 1,704 200 0.04% 0.04% 807 0 0.0% Q2 2026 Jul 13, 2026
MCDONALD PARTNERS LLC History No change 1,676 196 0.05% 0.05% 808 0 0.0% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History No change 1,652 194 0.01% 0.01% 809 0 0.0% Q2 2026 Jul 07, 2026
Federation des caisses Desjardins du Quebec History No change 1,654 194 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 13, 2026
Midwest Capital Advisors, LLC History No change 1,632 191 0.08% 0.08% 811 0 0.0% Q2 2026 Jul 28, 2026
PROSPERITY BANCSHARES INC History No change 1,595 187 0.12% 0.12% 812 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 1,564 183 0.05% 0.05% 813 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Trust, LLC History No change 1,560 183 0.02% 0.02% 814 0 0.0% Q2 2026 Aug 06, 2026
Financial Perspectives, Inc History No change 1,564 183 0.04% 0.04% 815 0 0.0% Q2 2026 Jul 24, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,520 178 0.01% 0.01% 816 0 0.0% Q2 2026 Jul 16, 2026
N.E.W. Advisory Services LLC History No change 1,523 178 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 06, 2026
DUNCKER STREETT & CO INC History No change 1,500 176 0.03% 0.03% 818 0 0.0% Q2 2026 Jul 28, 2026
Grove Bank & Trust History No change 1,472 172 0.02% 0.02% 819 0 0.0% Q2 2026 Jul 07, 2026
Peachtree Investment Partners, LLC History No change 1,441 169 0.05% 0.05% 820 0 0.0% Q2 2026 Aug 06, 2026
WEST PACES ADVISORS INC. History No change 1,441 169 0.03% 0.03% 821 0 0.0% Q2 2026 Jul 17, 2026
Gen-Wealth Partners Inc History No change 1,440 169 0.05% 0.05% 822 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 1,439 169 0.04% 0.04% 823 0 0.0% Q2 2026 Aug 14, 2026
Titan Wealth (CI) Ltd History No change 1,400 164 0.06% 0.06% 824 0 0.0% Q2 2026 Aug 12, 2026
Rice Partnership, LLC History No change 1,389 163 0.02% 0.02% 825 0 0.0% Q2 2026 Jul 29, 2026
Strategic Investment Advisors / MI History No change 1,386 162 0.01% 0.01% 826 0 0.0% Q2 2026 Aug 14, 2026
Signature Resources Capital Management, LLC History No change 1,379 162 0.06% 0.06% 827 0 0.0% Q2 2026 Jul 13, 2026
EASTERN BANK History New 1,476 161 0.0% — 829 +1,476 New Q3 2026 Oct 05, 2026
Rosenberg Matthew Hamilton History Reduced 1,472 161 0.03% 0.03% 828 -82 -5.28% Q3 2026 Oct 05, 2026
SIGNATUREFD, LLC History No change 1,360 159 0.0% 0.0% 830 0 0.0% Q2 2026 Jul 23, 2026
WEBSTER BANK, N. A. History No change 1,352 158 0.01% 0.01% 831 0 0.0% Q2 2026 Jul 20, 2026
CENTRAL TRUST Co History No change 1,342 157 0.0% 0.0% 832 0 0.0% Q2 2026 Jul 31, 2026
S.A. Mason LLC History No change 1,336 156 0.05% 0.05% 833 0 0.0% Q2 2026 Jul 31, 2026
PFS Partners, LLC History No change 1,332 156 0.06% 0.06% 834 0 0.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History No change 1,300 152 0.01% 0.01% 835 0 0.0% Q2 2026 Aug 07, 2026
BOK Financial Private Wealth, Inc. History No change 1,282 150 0.01% 0.01% 836 0 0.0% Q2 2026 Aug 07, 2026
Walsh & Associates, LLC History No change 1,251 146 0.12% 0.12% 837 0 0.0% Q2 2026 Jul 21, 2026
KELLEHER FINANCIAL ADVISORS History No change 1,240 145 0.02% 0.02% 838 0 0.0% Q2 2026 Aug 06, 2026
Horrell Capital Management, Inc. History No change 1,220 143 0.07% 0.07% 839 0 0.0% Q2 2026 Jul 16, 2026
CARDIFF PARK ADVISORS, LLC History No change 1,200 141 0.01% 0.01% 840 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 1,168 137 0.01% 0.01% 841 0 0.0% Q2 2026 Aug 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,167 137 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 14, 2026
Strategic Wealth Partners, Ltd. History No change 1,170 137 0.01% 0.01% 843 0 0.0% Q2 2026 Aug 12, 2026
Kentucky Trust Co History No change 1,170 137 0.07% 0.07% 844 0 0.0% Q2 2026 Jul 10, 2026
Founders Capital Management History No change 1,126 132 0.06% 0.06% 845 0 0.0% Q2 2026 Jul 21, 2026
First Command Advisory Services, Inc. History No change 1,117 131 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 1,091 128 0.0% 0.0% 847 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 1,085 127 0.03% 0.03% 848 0 0.0% Q2 2026 Aug 07, 2026
Windsor Advisory Group, LLC History No change 1,076 126 0.09% 0.09% 849 0 0.0% Q2 2026 Aug 14, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 1,074 126 0.11% 0.11% 850 0 0.0% Q2 2026 Jul 09, 2026
DHJJ Financial Advisors, Ltd. History No change 1,068 125 0.04% 0.04% 851 0 0.0% Q2 2026 Jul 24, 2026
SIMA Wealth Partners, LLC History No change 1,043 122 0.09% 0.09% 852 0 0.0% Q2 2026 Jul 28, 2026
Evergreen Private Wealth LLC History No change 1,030 121 0.04% 0.04% 853 0 0.0% Q2 2026 Jul 23, 2026
POM Investment Strategies, LLC History No change 994 116 0.13% 0.13% 854 0 0.0% Q2 2026 Jul 30, 2026
Register Financial Advisors LLC History No change 933 109 0.03% 0.03% 855 0 0.0% Q2 2026 Jul 15, 2026
Smithfield Trust Co History No change 914 108 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 05, 2026
Owl Creek Wealth Partners LLC History No change 906 106 0.03% 0.03% 857 0 0.0% Q2 2026 Jul 20, 2026
ESL Trust Services, LLC History No change 898 105 0.02% 0.02% 858 0 0.0% Q2 2026 Aug 13, 2026
Mill Capital Management, LLC History No change 900 105 0.01% 0.01% 859 0 0.0% Q2 2026 Aug 03, 2026
Founders Financial Alliance, LLC History No change 872 102 0.01% 0.01% 860 0 0.0% Q2 2026 Aug 04, 2026
Main Street Group, LTD History No change 850 99 0.02% 0.02% 861 0 0.0% Q2 2026 Jul 13, 2026
Kings Path Partners LLC History No change 840 98 0.03% 0.03% 862 0 0.0% Q2 2026 Jul 14, 2026
Millstone Evans Group, LLC History No change 827 97 0.05% 0.05% 863 0 0.0% Q2 2026 Aug 11, 2026
Quent Capital, LLC History No change 809 95 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 07, 2026
Rialto Wealth Management, LLC History No change 785 92 0.02% 0.02% 865 0 0.0% Q2 2026 Aug 11, 2026
Glassy Mountain Advisors, Inc. History No change 752 88 0.02% 0.02% 866 0 0.0% Q2 2026 Jul 31, 2026
Jackson, Grant Investment Advisers, Inc. History No change 724 85 0.03% 0.03% 867 0 0.0% Q2 2026 Jul 31, 2026
Sage Mountain Advisors LLC History No change 725 85 0.01% 0.01% 868 0 0.0% Q2 2026 Aug 05, 2026
MASECO LLP History No change 713 83 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 05, 2026
Hilltop National Bank History No change 700 82 0.02% 0.02% 870 0 0.0% Q2 2026 Jul 01, 2026
Y.D. More Investments Ltd History No change 680 79 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 656 77 0.01% 0.01% 872 0 0.0% Q2 2026 Jul 13, 2026
Smartleaf Asset Management LLC History No change 659 76 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 12, 2026
John A. Wolfe & Associates, Inc. History No change 617 72 0.1% 0.1% 874 0 0.0% Q2 2026 Jul 29, 2026
Milestone Investment Advisors LLC History No change 608 71 0.02% 0.02% 875 0 0.0% Q2 2026 Aug 14, 2026
Tidemark, LLC History No change 612 71 0.02% 0.02% 876 0 0.0% Q2 2026 Aug 10, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 600 70 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 11, 2026
Johnson Financial Group, Inc. History No change 565 66 0.0% 0.0% 878 0 0.0% Q2 2026 Aug 10, 2026
STEPH & CO History No change 560 65 0.02% 0.02% 879 0 0.0% Q2 2026 Jul 16, 2026
RMG Wealth Management LLC History No change 504 59 0.01% 0.01% 880 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 495 58 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 11, 2026
Fortis Group Advisors, LLC History No change 500 58 0.01% 0.01% 882 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Planning Group LLC History No change 513 57 0.01% 0.01% 883 0 0.0% Q2 2026 Jul 29, 2026
Frazier Financial Advisors, LLC History No change 481 56 0.03% 0.03% 884 0 0.0% Q2 2026 Aug 10, 2026
Murphy & Mullick Capital Management Corp History No change 464 54 0.03% 0.03% 885 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 452 53 0.01% 0.01% 886 0 0.0% Q2 2026 Jul 23, 2026
Basepoint Wealth LLC History No change 458 53 0.03% 0.03% 887 0 0.0% Q2 2026 Aug 10, 2026
AMERICAN NATIONAL BANK & TRUST History No change 443 52 0.0% 0.0% 888 0 0.0% Q2 2026 Jul 22, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 473 51 0.02% 0.02% 890 +1 0.21% Q3 2026 Oct 01, 2026
Armor Investment Advisors, LLC History No change 440 51 0.02% 0.02% 889 0 0.0% Q2 2026 Aug 04, 2026
Strengthening Families & Communities, LLC History No change 432 50 0.01% 0.01% 891 0 0.0% Q2 2026 Aug 11, 2026
SHP Wealth Management History No change 421 49 0.0% 0.0% 892 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Counsel, Inc History No change 410 48 0.01% 0.01% 893 0 0.0% Q2 2026 Jul 27, 2026
Hanson & Doremus Investment Management History No change 396 47 0.0% 0.0% 894 0 0.0% Q2 2026 Jul 29, 2026
IMA Advisory Services, Inc. History No change 408 47 0.0% 0.0% 895 0 0.0% Q2 2026 Aug 10, 2026
Quaker Wealth Management, LLC History No change 386 45 0.01% 0.01% 896 0 0.0% Q2 2026 Jul 24, 2026
Comprehensive Financial Planning, Inc./PA History No change 381 44 0.02% 0.02% 897 0 0.0% Q2 2026 Aug 10, 2026
Palouse Capital Management, Inc. History No change 368 43 0.03% 0.03% 898 0 0.0% Q2 2026 Jul 08, 2026
Rossmore Private Capital History No change 366 43 0.0% 0.0% 899 0 0.0% Q2 2026 Jul 31, 2026
ATWOOD & PALMER INC History No change 365 42 0.0% 0.0% 900 0 0.0% Q2 2026 Jul 08, 2026
Centennial Bank/AR/ History No change 350 41 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 10, 2026
WealthShield Partners, LLC History No change 343 40 0.01% 0.01% 902 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 348 40 0.0% 0.0% 903 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 339 39 0.01% 0.01% 904 0 0.0% Q2 2026 Jul 10, 2026
Align Financial, LLC History No change 336 39 0.02% 0.02% 905 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 318 37 0.0% 0.0% 906 0 0.0% Q2 2026 Aug 12, 2026
Bear Mountain Capital, Inc. History No change 333 37 0.01% 0.01% 907 0 0.0% Q2 2026 Jul 20, 2026
SYM FINANCIAL Corp History No change 311 36 0.0% 0.0% 908 0 0.0% Q2 2026 Aug 04, 2026
Silver Grove Financial Group, Inc. History No change 314 36 0.02% 0.02% 909 0 0.0% Q2 2026 Aug 13, 2026
First PREMIER Bank History No change 296 35 0.01% 0.01% 910 0 0.0% Q2 2026 Jul 15, 2026
HARRIS ASSOCIATES L P History No change 292 34 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 293 34 0.0% 0.0% 912 0 0.0% Q2 2026 Jul 27, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 296 34 0.0% 0.0% 913 0 0.0% Q2 2026 Jul 28, 2026
Nemes Rush Group LLC History No change 293 34 0.0% 0.0% 914 0 0.0% Q2 2026 Aug 14, 2026
Sankala Group LLC History No change 298 34 0.02% 0.02% 915 0 0.0% Q2 2026 Aug 18, 2026
Westside Investment Management, Inc. History No change 288 33 0.0% 0.0% 916 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 287 33 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 14, 2026
Citizens National Bank Trust Department History No change 280 32 0.0% 0.0% 918 0 0.0% Q2 2026 Jul 22, 2026
ROTHSCHILD INVESTMENT LLC History No change 272 31 0.0% 0.0% 919 0 0.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History No change 262 30 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 14, 2026
Avalon Trust Co History No change 250 29 0.0% 0.0% 921 0 0.0% Q2 2026 Aug 06, 2026
Keating Financial Advisory Services, Inc. History No change 247 29 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 11, 2026
Your Advocates Ltd., LLP History No change 237 27 0.01% 0.01% 923 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 232 27 0.0% 0.0% 924 0 0.0% Q2 2026 Jul 23, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 230 27 0.01% 0.01% 925 0 0.0% Q2 2026 Aug 14, 2026
BankPlus Trust Department History No change 233 27 0.01% 0.01% 926 0 0.0% Q2 2026 Jul 28, 2026
Piedmont Capital Management, LLC/NC History No change 233 27 0.02% 0.02% 927 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 220 25 0.0% 0.0% 928 0 0.0% Q2 2026 Jul 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 201 24 0.0% 0.0% 929 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 204 23 0.01% 0.01% 930 0 0.0% Q2 2026 Aug 05, 2026
Creative Capital Management Investments LLC History No change 204 23 0.01% 0.01% 931 0 0.0% Q2 2026 Jul 24, 2026
1015 Capital Partners, LLC History No change 200 23 0.02% 0.02% 932 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Corp History No change 185 21 0.0% 0.0% 933 0 0.0% Q2 2026 Aug 03, 2026
North Star Investment Management Corp. History No change 174 20 0.0% 0.0% 934 0 0.0% Q2 2026 Jul 28, 2026
Kingdom Financial Group LLC. History No change 176 20 0.01% 0.01% 935 0 0.0% Q2 2026 Aug 07, 2026
Imprint Wealth LLC History No change 173 20 0.08% 0.08% 936 0 0.0% Q2 2026 Aug 14, 2026
Piscataqua Savings Bank History No change 160 18 0.01% 0.01% 937 0 0.0% Q2 2026 Jul 09, 2026
Beaird Harris Wealth Management, LLC History No change 159 18 0.0% 0.0% 938 0 0.0% Q2 2026 Jul 08, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 160 18 0.01% 0.01% 939 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 159 18 0.0% 0.0% 940 0 0.0% Q2 2026 Aug 03, 2026
Beacon Financial Strategies CORP History No change 156 18 0.01% 0.01% 941 0 0.0% Q2 2026 Jul 08, 2026
LOWE BROCKENBROUGH & CO INC History No change 147 17 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 03, 2026
VSM Wealth Advisory, LLC History No change 145 17 0.0% 0.0% 943 0 0.0% Q2 2026 Jul 22, 2026
LifeSteps Financial, Inc. History No change 144 16 0.01% 0.01% 944 0 0.0% Q2 2026 Jul 17, 2026
CoreFirst Bank & Trust History No change 132 15 0.01% 0.01% 945 0 0.0% Q2 2026 Aug 05, 2026
DiNuzzo Private Wealth, Inc. History No change 132 15 0.0% 0.0% 946 0 0.0% Q2 2026 Jul 10, 2026
Napier Financial, LLC History No change 133 15 0.0% 0.0% 947 0 0.0% Q2 2026 Jul 31, 2026
NorthAvenue LLC History No change 128 15 0.01% 0.01% 948 0 0.0% Q2 2026 Jul 21, 2026
C M BIDWELL & ASSOCIATES LTD History No change 124 14 0.01% 0.01% 949 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 112 13 0.0% 0.0% 950 0 0.0% Q2 2026 Jul 08, 2026
ADIRONDACK TRUST CO History No change 112 13 0.0% 0.0% 951 0 0.0% Q2 2026 Jul 16, 2026
Bullock Wealth Management Group History No change 112 13 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 19, 2026
Pacifica Partners Inc. History No change 112 12 0.0% 0.0% 953 0 0.0% Q2 2026 Jul 13, 2026
Kroeger Financial Partners History No change 103 12 0.01% 0.01% 954 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 96 11 0.0% 0.0% 955 0 0.0% Q2 2026 Jul 10, 2026
BALLAST ADVISORS LLC History No change 100 11 0.0% 0.0% 956 0 0.0% Q2 2026 Aug 12, 2026
Decker Retirement Planning Inc. History No change 100 11 0.0% 0.0% 957 0 0.0% Q2 2026 Jul 16, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 95 11 0.0% 0.0% 958 0 0.0% Q2 2026 Jul 21, 2026
Chung Wu Investment Group, LLC History No change 100 11 0.01% 0.01% 959 0 0.0% Q2 2026 Jul 31, 2026
Hughes Financial Services, LLC History No change 94 11 0.0% 0.0% 960 0 0.0% Q2 2026 Jul 20, 2026
AMERIFLEX GROUP, INC. History No change 100 11 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 88 10 0.0% 0.0% 962 0 0.0% Q2 2026 Aug 13, 2026
Elevated Capital Advisors, LLC History No change 81 9 0.0% 0.0% 963 0 0.0% Q2 2026 Aug 03, 2026
Burk Holdings LLC History No change 80 9 0.0% 0.0% 964 0 0.0% Q2 2026 Aug 12, 2026
Strive Financial Group ,LLC History No change 82 9 0.0% 0.0% 965 0 0.0% Q2 2026 Aug 14, 2026
Essential Investment Partners LLC History No change 80 9 0.01% 0.01% 966 0 0.0% Q2 2026 Jul 15, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 72 8 0.01% 0.01% 967 0 0.0% Q2 2026 Aug 18, 2026
Artisan Partners Limited Partnership History No change 72 8 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 13, 2026
Sawyer & Company, Inc History No change 71 8 0.0% 0.0% 969 0 0.0% Q2 2026 Jul 23, 2026
EPG Wealth Management LLC History No change 72 8 0.0% 0.0% 970 0 0.0% Q2 2026 Jul 28, 2026
Provenance Wealth Advisors, LLC History No change 76 8 0.0% 0.0% 971 0 0.0% Q2 2026 Jul 24, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 65 7 0.0% 0.0% 972 0 0.0% Q2 2026 Jul 28, 2026
BAYBAN History No change 56 6 0.0% 0.0% 973 0 0.0% Q2 2026 Jul 30, 2026
Robinswood Financial LLC History No change 58 6 0.0% 0.0% 974 0 0.0% Q2 2026 Jul 14, 2026
Avion Wealth History No change 48 5 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 31, 2026
First Pacific Financial History No change 44 5 0.0% 0.0% 976 0 0.0% Q2 2026 Jul 20, 2026
SITTNER & NELSON, LLC History No change 48 5 0.0% 0.0% 977 0 0.0% Q2 2026 Aug 07, 2026
Integrity Financial Corp /WA History No change 43 5 0.0% 0.0% 978 0 0.0% Q2 2026 Jul 31, 2026
Smallwood Wealth Investment Management, LLC History No change 48 5 0.0% 0.0% 979 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 46 5 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 36 4 0.0% 0.0% 981 0 0.0% Q2 2026 Jul 22, 2026
HOWE & RUSLING INC History No change 31 3 0.0% 0.0% 982 0 0.0% Q2 2026 Aug 10, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 30 3 0.0% 0.0% 983 0 0.0% Q2 2026 Jul 27, 2026
Mosley Wealth Management History No change 27 3 0.0% 0.0% 984 0 0.0% Q2 2026 Jul 23, 2026
TUCKER ASSET MANAGEMENT LLC History No change 24 2 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 27, 2026
Cape Investment Advisory, Inc. History No change 22 2 0.0% 0.0% 986 0 0.0% Q2 2026 Jul 23, 2026
Fairman Group, LLC History No change 18 2 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 04, 2026
MCF Advisors LLC History No change 11 1 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 12, 2026
Physician Wealth Advisors, Inc. History No change 9 1 0.0% 0.0% 989 0 0.0% Q2 2026 Jul 20, 2026
Morton Brown Family Wealth, LLC History No change 16 1 0.0% 0.0% 990 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 11 1 0.0% 0.0% 991 0 0.0% Q2 2026 Aug 04, 2026
Key Capital Management, INC History No change 12 1 0.0% 0.0% 992 0 0.0% Q2 2026 Jul 27, 2026
TIAA Wealth Investment Management LLC History No change 17 1 0.0% 0.0% 993 0 0.0% Q2 2026 Aug 10, 2026
Timbuktu Capital Management, LLC History No change 16 1 0.0% 0.0% 994 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Raleigh Capital Management Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Networth Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026