iSHARES TRUST - IJS

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 3,179,960 434,637 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 3,174,297 433,862 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,658,864 226,733 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
True Freedom Investing, LLC History No change 1,906,412 225,814 17.68% 17.68% 4 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 1,524,599 208,382 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 14, 2026
PINKERTON WEALTH, LLC History No change 1,579,899 187,139 16.07% 16.07% 6 0 0.0% Q2 2026 Jul 30, 2026
UBS Group AG History No change 946,480 129,364 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 871,179 119,072 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 756,315 103,373 1.0% 1.0% 9 0 0.0% Q2 2026 Aug 05, 2026
Modera Wealth Management, LLC History No change 697,547 95,340 1.02% 1.02% 10 0 0.0% Q2 2026 Aug 03, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 569,424 77,828 0.02% 0.02% 11 0 0.0% Q2 2026 Sep 23, 2026
M&T BANK CORP History No change 544,152 74,374 0.22% 0.22% 12 0 0.0% Q2 2026 Aug 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 533,549 72,925 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 476,147 65,080 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 465,878 63,676 0.08% 0.08% 15 0 0.0% Q2 2026 Jul 29, 2026
AMERIPRISE FINANCIAL INC History No change 420,919 57,903 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 414,318 57,601 0.17% 0.17% 17 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 402,732 55,045 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 391,964 53,573 0.05% 0.05% 19 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 377,557 51,697 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 366,066 50,033 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 347,351 47,502 0.06% 0.06% 22 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 339,448 46,280 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 336,656 46,014 0.27% 0.27% 24 0 0.0% Q2 2026 Aug 10, 2026
World Investment Advisors History No change 342,539 40,573 0.67% 0.67% 25 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 288,193 39,390 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 286,626 39,176 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 12, 2026
Palisades Hudson Asset Management, L.P. History No change 273,676 37,406 13.09% 13.09% 28 0 0.0% Q2 2026 Aug 07, 2026
BAILARD, INC. History No change 265,163 36,242 0.74% 0.74% 29 0 0.0% Q2 2026 Jul 30, 2026
Cetera Investment Advisers History No change 257,840 35,241 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 246,679 33,716 0.05% 0.05% 31 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 246,399 33,677 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 12, 2026
Heartwood Wealth Advisors LLC History Reduced 246,003 31,512 2.49% 2.62% 33 -434 -0.18% Q3 2026 Oct 05, 2026
Cerity Partners LLC History No change 226,908 31,013 0.04% 0.04% 34 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 222,345 30,390 0.56% 0.56% 35 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 203,895 27,868 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 196,094 26,802 0.1% 0.1% 37 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 194,925 26,642 0.98% 0.98% 38 0 0.0% Q2 2026 Jul 17, 2026
Rockefeller Capital Management L.P. History No change 194,856 26,632 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 188,438 25,755 0.22% 0.22% 40 0 0.0% Q2 2026 Jul 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 182,126 24,892 0.27% 0.27% 41 0 0.0% Q2 2026 Jul 28, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 175,321 23,962 0.18% 0.18% 42 0 0.0% Q2 2026 Aug 14, 2026
Probity Advisors, Inc. History No change 169,228 23,130 3.31% 3.31% 43 0 0.0% Q2 2026 Jul 31, 2026
Creative Planning History No change 165,672 22,644 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 159,182 21,761 0.12% 0.12% 45 0 0.0% Q2 2026 Aug 14, 2026
Parallax Volatility Advisers, L.P. History No change 150,002 20,502 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 146,840 20,070 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 140,180 19,159 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 139,128 19,016 0.06% 0.06% 49 0 0.0% Q2 2026 Jul 28, 2026
Ellis Investment Partners, LLC History No change 136,152 18,609 2.82% 2.82% 50 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 135,715 18,549 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 132,411 18,098 0.04% 0.04% 52 0 0.0% Q2 2026 Jul 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 129,156 17,653 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 19, 2026
Waverly Advisors, LLC History No change 123,583 16,891 0.1% 0.1% 54 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisors Network, Inc. History No change 122,972 16,807 2.06% 2.06% 55 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 121,232 16,570 1.02% 1.02% 56 0 0.0% Q2 2026 Aug 17, 2026
TRUIST FINANCIAL CORP History No change 119,236 16,297 0.02% 0.02% 57 0 0.0% Q2 2026 Jul 28, 2026
Wealth Architects, LLC History No change 108,795 14,870 1.17% 1.17% 58 0 0.0% Q2 2026 Jul 23, 2026
Lido Advisors, LLC History No change 107,553 14,700 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Partners, Inc. History No change 107,217 14,654 0.1% 0.1% 60 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 100,598 13,749 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Reduced 101,480 12,999 0.09% 0.11% 62 -1,315 -1.28% Q3 2026 Oct 08, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 92,156 12,595 0.76% 0.76% 63 0 0.0% Q2 2026 Aug 07, 2026
TABR Capital Management, LLC History No change 86,085 11,766 10.03% 10.03% 64 0 0.0% Q2 2026 Jul 24, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 85,450 11,679 1.34% 1.34% 65 0 0.0% Q2 2026 Aug 10, 2026
Asset Management Group, Inc. History No change 83,985 11,479 1.68% 1.68% 66 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 82,793 11,316 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 10, 2026
HOME FEDERAL BANK OF TENNESSEE History No change 82,628 11,293 2.44% 2.44% 68 0 0.0% Q2 2026 Jul 15, 2026
CIBC WORLD MARKET INC. History No change 81,174 11,094 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 78,821 10,773 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 27, 2026
Chicago Partners Investment Group LLC History No change 79,292 10,755 0.22% 0.22% 71 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 78,669 10,752 0.07% 0.07% 72 0 0.0% Q2 2026 Jul 20, 2026
Cassaday & Co Wealth Management LLC History No change 78,070 10,670 0.2% 0.2% 73 0 0.0% Q2 2026 Aug 10, 2026
Evanson Financial, LLC History No change 77,708 10,621 0.52% 0.52% 74 0 0.0% Q2 2026 Jul 07, 2026
Arkadios Wealth Advisors History No change 75,901 10,374 0.16% 0.16% 75 0 0.0% Q2 2026 Aug 10, 2026
Sterling Financial Planning, Inc. History No change 73,343 10,024 2.73% 2.73% 76 0 0.0% Q2 2026 Aug 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 71,809 9,815 0.11% 0.11% 77 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 71,803 9,814 0.49% 0.49% 78 0 0.0% Q2 2026 Jul 10, 2026
Capital Advisors, Ltd. LLC History No change 71,773 9,810 0.99% 0.99% 79 0 0.0% Q2 2026 Jul 16, 2026
One Capital Management, LLC History No change 82,509 9,773 0.27% 0.27% 80 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 71,269 9,741 0.13% 0.13% 81 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 71,221 9,734 0.11% 0.11% 82 0 0.0% Q2 2026 Aug 12, 2026
RTD Financial Advisors, Inc. History Reduced 74,269 9,513 1.04% 1.15% 83 -2,713 -3.52% Q3 2026 Oct 09, 2026
Occidental Asset Management, LLC History No change 69,146 9,450 0.94% 0.94% 84 0 0.0% Q2 2026 Aug 07, 2026
Private Advisor Group, LLC History No change 68,001 9,294 0.04% 0.04% 85 0 0.0% Q2 2026 Jul 27, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 67,838 9,272 4.64% 4.64% 86 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 65,337 8,930 0.05% 0.05% 87 0 0.0% Q2 2026 Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 64,417 8,804 0.65% 0.65% 88 0 0.0% Q2 2026 Aug 03, 2026
Pathstone Holdings, LLC History No change 63,600 8,692 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 13, 2026
One Day In July LLC History No change 63,462 8,673 0.6% 0.6% 90 0 0.0% Q2 2026 Aug 03, 2026
Ifrah Financial Services, Inc. History No change 63,432 8,669 2.12% 2.12% 91 0 0.0% Q2 2026 Jul 21, 2026
Accretive Wealth Partners, LLC History No change 62,513 8,544 2.08% 2.08% 92 0 0.0% Q2 2026 Jul 29, 2026
Councilor Wealth, LLC History Reduced 64,852 8,307 3.42% 3.71% 93 -2,322 -3.46% Q3 2026 Oct 09, 2026
Beacon Pointe Advisors, LLC History No change 60,485 8,267 0.04% 0.04% 94 0 0.0% Q2 2026 Aug 18, 2026
MISSION WEALTH MANAGEMENT, LP History No change 59,948 8,193 0.1% 0.1% 95 0 0.0% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History No change 59,203 8,091 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Advisor Solutions, LLC History No change 58,544 8,001 0.07% 0.07% 97 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 105,999 7,979 0.01% 0.01% 98 0 0.0% Q2 2026 Jul 15, 2026
Blue Edge Capital, LLC History No change 58,297 7,968 0.96% 0.96% 99 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 58,261 7,963 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 58,249 7,961 0.31% 0.31% 101 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 57,619 7,875 0.2% 0.2% 102 0 0.0% Q2 2026 Aug 07, 2026
SAX WEALTH ADVISORS, LLC History No change 65,132 7,714 0.31% 0.31% 103 0 0.0% Q2 2026 Jul 09, 2026
Independence Financial Advisors, LLC History Added to 58,951 7,551 1.9% 1.92% 104 +4,723 8.71% Q3 2026 Oct 08, 2026
Allworth Financial LP History No change 54,900 7,503 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 53,695 7,339 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 53,291 7,283 0.52% 0.52% 107 0 0.0% Q2 2026 Aug 07, 2026
Crescent Grove Advisors, LLC History No change 52,809 7,217 0.6% 0.6% 108 0 0.0% Q2 2026 Aug 10, 2026
Sowell Financial Services LLC History No change 52,487 7,173 0.23% 0.23% 109 0 0.0% Q2 2026 Jul 17, 2026
Rodgers & Associates, LTD History No change 52,262 7,143 0.65% 0.65% 110 0 0.0% Q2 2026 Jul 21, 2026
Ironwood Financial, llc History No change 52,299 7,069 1.11% 1.11% 111 0 0.0% Q2 2026 Jul 17, 2026
Arax Advisory Partners History No change 51,701 7,066 0.05% 0.05% 112 0 0.0% Q2 2026 Aug 10, 2026
Camarda Financial Advisors, LLC History No change 51,363 7,020 2.12% 2.12% 113 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 51,220 7,000 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
MMA ASSET MANAGEMENT LLC History No change 50,311 6,876 2.19% 2.19% 115 0 0.0% Q2 2026 Aug 04, 2026
First County Bank /CT/ History No change 50,032 6,838 3.22% 3.22% 116 0 0.0% Q2 2026 Jul 02, 2026
INSPIRE TRUST CO, N.A. History No change 50,000 6,834 0.94% 0.94% 117 0 0.0% Q2 2026 Aug 05, 2026
SONATA CAPITAL GROUP INC History No change 47,705 6,520 2.1% 2.1% 118 0 0.0% Q2 2026 Jul 24, 2026
Gerald Baker Financial Group LLC History Added to 49,991 6,403 1.81% 1.93% 119 +457 0.92% Q3 2026 Oct 09, 2026
SAPIENT CAPITAL LLC History Added to 49,646 6,359 0.09% 0.09% 120 +1,828 3.82% Q3 2026 Oct 08, 2026
NorthCrest Asset Manangement, LLC History No change 47,115 6,328 0.16% 0.16% 121 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 46,137 6,306 0.11% 0.11% 122 0 0.0% Q2 2026 Jul 20, 2026
PITTENGER & ANDERSON INC History No change 45,700 6,246 0.22% 0.22% 123 0 0.0% Q2 2026 Jul 27, 2026
Quent Capital, LLC History No change 45,554 6,226 0.38% 0.38% 124 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 45,505 6,219 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 45,489 6,217 0.18% 0.18% 126 0 0.0% Q2 2026 Aug 10, 2026
First Heartland Consultants, Inc. History Reduced 47,748 6,116 0.41% 0.56% 127 -16,078 -25.19% Q3 2026 Oct 08, 2026
Parallel Advisors, LLC History No change 44,666 6,105 0.09% 0.09% 128 0 0.0% Q2 2026 Aug 05, 2026
Quantinno Capital Management LP History No change 43,706 5,973 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 43,426 5,935 0.07% 0.07% 130 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 43,034 5,881 0.09% 0.09% 131 0 0.0% Q2 2026 Jul 14, 2026
Wilmington Savings Fund Society, FSB History No change 42,706 5,837 0.13% 0.13% 132 0 0.0% Q2 2026 Jul 28, 2026
Lutz Financial Services LLC History No change 42,637 5,827 0.35% 0.35% 133 0 0.0% Q2 2026 Aug 05, 2026
Eley Financial Management, Inc History No change 42,127 5,757 1.86% 1.86% 134 0 0.0% Q2 2026 Aug 11, 2026
Asset Dedication, LLC History No change 41,242 5,636 0.35% 0.35% 135 0 0.0% Q2 2026 Jul 30, 2026
Allspring Global Investments Holdings, LLC History No change 40,794 5,568 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
Veratis Advisors, Inc. History No change 40,638 5,554 3.93% 3.93% 137 0 0.0% Q2 2026 Aug 13, 2026
BURNS J W & CO INC/NY History No change 40,438 5,527 0.58% 0.58% 138 0 0.0% Q2 2026 Jul 15, 2026
Salomon & Ludwin, LLC History No change 39,626 5,408 0.45% 0.45% 139 0 0.0% Q2 2026 Aug 07, 2026
Salus Financial Advisors, LLC History No change 39,535 5,403 2.66% 2.66% 140 0 0.0% Q2 2026 Aug 06, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 39,152 5,351 0.1% 0.1% 141 0 0.0% Q2 2026 Jul 15, 2026
Clayton Financial Group LLC History No change 39,132 5,348 2.96% 2.96% 142 0 0.0% Q2 2026 Jul 20, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 41,438 5,308 0.5% 0.53% 143 -178 -0.43% Q3 2026 Oct 08, 2026
DT Investment Partners, LLC History No change 38,530 5,266 0.39% 0.39% 144 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 37,867 5,176 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 05, 2026
Kestra Advisory Services, LLC History No change 37,421 5,114 0.02% 0.02% 146 0 0.0% Q2 2026 Jul 28, 2026
Integrated Wealth Concepts LLC History No change 37,398 5,111 0.03% 0.03% 147 0 0.0% Q2 2026 Sep 08, 2026
First Citizens Financial Corp History Reduced 39,701 5,085 2.14% 2.28% 148 -199 -0.5% Q3 2026 Oct 02, 2026
BKM Wealth Management, LLC History No change 37,020 5,059 1.79% 1.79% 149 0 0.0% Q2 2026 Jul 29, 2026
Ethos Financial Group, LLC History No change 36,819 5,032 0.34% 0.34% 150 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 35,797 4,892 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 13, 2026
Stokes Family Office, LLC History No change 35,625 4,869 0.57% 0.57% 152 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 35,584 4,863 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 07, 2026
Centerpoint Advisors, LLC History No change 35,485 4,850 1.38% 1.38% 154 0 0.0% Q2 2026 Aug 05, 2026
LTG Capital LLC History No change 34,903 4,770 3.19% 3.19% 155 0 0.0% Q2 2026 Aug 05, 2026
HB Wealth Management, LLC History No change 34,529 4,719 0.03% 0.03% 156 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 34,469 4,711 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 34,320 4,690 0.12% 0.12% 158 0 0.0% Q2 2026 Jul 07, 2026
GREENLEAF TRUST History No change 33,970 4,643 0.04% 0.04% 159 0 0.0% Q2 2026 Jul 21, 2026
Liberty Capital Management, Inc. History No change 33,073 4,520 0.78% 0.78% 160 0 0.0% Q2 2026 Jul 17, 2026
EP Wealth Advisors, LLC History No change 33,055 4,517 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 11, 2026
Access Investment Management LLC History No change 32,764 4,478 1.15% 1.15% 162 0 0.0% Q2 2026 Aug 03, 2026
Azimuth Capital Investment Management LLC History No change 32,319 4,417 0.15% 0.15% 163 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History No change 32,204 4,401 0.09% 0.09% 164 0 0.0% Q2 2026 Jul 29, 2026
COURIER CAPITAL LLC History No change 32,082 4,384 0.22% 0.22% 165 0 0.0% Q2 2026 Jul 16, 2026
Cambridge Financial Group, LLC History No change 31,516 4,307 1.36% 1.36% 166 0 0.0% Q3 2026 Oct 06, 2026
Texas Yale Capital Corp. History No change 30,964 4,232 0.09% 0.09% 167 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 30,506 4,169 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 17, 2026
1834 INVESTMENT ADVISORS CO History No change 29,847 4,079 0.46% 0.46% 169 0 0.0% Q2 2026 Jul 30, 2026
Oxler Private Wealth LLC History No change 29,757 4,067 1.16% 1.16% 170 0 0.0% Q2 2026 Aug 03, 2026
Transcendent Capital Group LLC History No change 29,751 4,066 1.58% 1.58% 171 0 0.0% Q2 2026 Aug 05, 2026
InvesTrust History No change 29,311 4,006 1.54% 1.54% 172 0 0.0% Q2 2026 Jul 14, 2026
Broadview Financial Management, LLC History No change 29,219 3,993 2.44% 2.44% 173 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 28,685 3,920 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 14, 2026
Evensky & Katz LLC History No change 28,481 3,893 0.2% 0.2% 175 0 0.0% Q2 2026 Jul 22, 2026
NORTHERN TRUST CORP History No change 28,472 3,891 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
Causey Wealth LLC History No change 28,136 3,845 1.5% 1.5% 177 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 27,741 3,791 0.04% 0.04% 178 0 0.0% Q2 2026 Aug 10, 2026
LifeSteps Financial, Inc. History No change 27,480 3,755 1.75% 1.75% 179 0 0.0% Q2 2026 Jul 17, 2026
M1 Capital Management LLC History No change 27,354 3,738 1.38% 1.38% 180 0 0.0% Q2 2026 Aug 11, 2026
Apella Capital, LLC History Added to 28,839 3,720 0.05% 0.04% 181 +8,680 43.06% Q3 2026 Oct 08, 2026
Neumann Capital Management, LLC History No change 26,880 3,673 2.43% 2.43% 182 0 0.0% Q2 2026 Jul 10, 2026
McKinley Carter Wealth Services, Inc. History No change 26,798 3,662 0.19% 0.19% 183 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 26,706 3,650 0.03% 0.03% 184 0 0.0% Q2 2026 Jul 27, 2026
Ullmann Wealth Partners Group, LLC History No change 26,589 3,634 0.33% 0.33% 185 0 0.0% Q2 2026 Aug 10, 2026
Birch Hill Investment Advisors LLC History No change 26,434 3,613 0.15% 0.15% 186 0 0.0% Q2 2026 Jul 21, 2026
Tortoise Investment Management, LLC History No change 26,352 3,601 0.27% 0.27% 187 0 0.0% Q2 2026 Aug 07, 2026
Baring Financial LLC History Added to 27,993 3,585 1.92% 2.08% 188 +395 1.43% Q3 2026 Oct 07, 2026
USA FINANCIAL FORMULAS History No change 26,155 3,574 0.65% 0.65% 189 0 0.0% Q2 2026 Aug 04, 2026
BECKER CAPITAL MANAGEMENT INC History No change 25,611 3,500 0.09% 0.09% 190 0 0.0% Q2 2026 Jul 31, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 25,396 3,471 1.26% 1.26% 191 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 25,341 3,463 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
EVERPAR ADVISORS LLC History No change 25,341 3,463 0.99% 0.99% 193 0 0.0% Q2 2026 Jul 09, 2026
Ramiah Investment Group History No change 25,120 3,433 2.62% 2.62% 194 0 0.0% Q2 2026 Jul 16, 2026
Abacus Planning Group, Inc. History No change 24,975 3,413 0.42% 0.42% 195 0 0.0% Q2 2026 Jul 20, 2026
Columbia Bank History No change 24,581 3,359 0.75% 0.75% 196 0 0.0% Q2 2026 Jul 24, 2026
Ballentine Partners, LLC History No change 24,498 3,348 0.04% 0.04% 197 0 0.0% Q2 2026 Jul 17, 2026
Summit Financial Consulting LLC History No change 23,869 3,262 2.21% 2.21% 198 0 0.0% Q2 2026 Aug 06, 2026
MSH Capital Advisors LLC History No change 23,835 3,257 0.57% 0.57% 199 0 0.0% Q2 2026 Aug 10, 2026
SOA Wealth Advisors, LLC. History No change 23,620 3,228 0.54% 0.54% 200 0 0.0% Q2 2026 Jul 21, 2026
One Wealth Advisors, LLC History No change 23,603 3,226 0.36% 0.36% 201 0 0.0% Q2 2026 Aug 06, 2026
Stillwater Capital Advisors, LLC History No change 23,595 3,225 0.33% 0.33% 202 0 0.0% Q2 2026 Jul 23, 2026
WESBANCO BANK INC History No change 23,173 3,167 0.08% 0.08% 203 0 0.0% Q2 2026 Jul 28, 2026
Midwest Trust Co History No change 23,014 3,145 0.04% 0.04% 204 0 0.0% Q2 2026 Aug 04, 2026
Astra Wealth Partners LLC History No change 22,634 3,093 1.64% 1.64% 205 0 0.0% Q2 2026 Aug 11, 2026
Avidian Wealth Enterprises, LLC History Reduced 24,090 3,085 0.09% 0.09% 206 -682 -2.75% Q3 2026 Oct 08, 2026
PINNACLE ASSOCIATES LTD History No change 22,554 3,082 0.03% 0.03% 207 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History No change 22,146 3,026 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 12, 2026
ARK & TLK INVESTMENTS, LLC History No change 22,136 3,025 0.75% 0.75% 209 0 0.0% Q2 2026 Jul 20, 2026
Triangle Securities Wealth Management History No change 21,623 2,955 0.59% 0.59% 210 0 0.0% Q2 2026 Jul 14, 2026
NWAM LLC History No change 21,244 2,903 0.15% 0.15% 211 0 0.0% Q2 2026 Jul 23, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 20,914 2,858 0.03% 0.03% 212 0 0.0% Q2 2026 Aug 07, 2026
CARDIFF PARK ADVISORS, LLC History No change 20,865 2,851 0.22% 0.22% 213 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 20,000 2,733 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 13, 2026
Three Seasons Wealth, LLC History No change 19,949 2,726 0.25% 0.25% 215 0 0.0% Q2 2026 Aug 13, 2026
Strategic Blueprint, LLC History No change 19,928 2,723 0.14% 0.14% 216 0 0.0% Q2 2026 Jul 23, 2026
Capital Squared Financial LLC History No change 19,852 2,713 1.77% 1.77% 217 0 0.0% Q2 2026 Jul 21, 2026
Quadcap Wealth Management, LLC History No change 19,576 2,675 0.26% 0.26% 218 0 0.0% Q2 2026 Jul 31, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 19,556 2,672 1.33% 1.33% 219 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 19,464 2,660 0.03% 0.03% 220 0 0.0% Q2 2026 Aug 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 19,389 2,650 0.04% 0.04% 221 0 0.0% Q2 2026 Aug 10, 2026
AtlasMark Financial, Inc History No change 19,360 2,646 1.3% 1.3% 222 0 0.0% Q2 2026 Aug 17, 2026
Clear Creek Financial Management, LLC History No change 19,317 2,640 0.17% 0.17% 223 0 0.0% Q2 2026 Jul 27, 2026
LMG Wealth Partners, LLC History No change 19,234 2,628 0.42% 0.42% 224 0 0.0% Q2 2026 Aug 12, 2026
Glass Jacobson Investment Advisors llc History No change 19,222 2,627 0.82% 0.82% 225 0 0.0% Q2 2026 Jul 30, 2026
Mainsail Financial Group, LLC History No change 18,808 2,570 0.87% 0.87% 226 0 0.0% Q2 2026 Jul 15, 2026
ASSOCIATED BANC-CORP History No change 18,778 2,566 0.06% 0.06% 227 0 0.0% Q2 2026 Jul 31, 2026
Sequent Asset Management, LLC History No change 18,402 2,515 1.06% 1.06% 228 0 0.0% Q2 2026 Jul 21, 2026
CIBC Bancorp USA Inc. History No change 18,133 2,478 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 18,091 2,472 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 17,987 2,458 0.06% 0.06% 231 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 17,975 2,456 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 06, 2026
Taylor Financial Group, Inc. History No change 17,817 2,435 1.34% 1.34% 233 0 0.0% Q2 2026 Jul 24, 2026
OARSMAN CAPITAL, INC. History No change 17,672 2,415 0.26% 0.26% 234 0 0.0% Q2 2026 Aug 07, 2026
Hurley Capital, LLC History No change 17,397 2,377 1.23% 1.23% 235 0 0.0% Q2 2026 Aug 10, 2026
Bluespring Wealth Management, LLC History No change 17,164 2,345 0.05% 0.05% 236 0 0.0% Q2 2026 Aug 11, 2026
FIRST MERCHANTS CORP History No change 17,086 2,335 0.08% 0.08% 237 0 0.0% Q2 2026 Jul 15, 2026
Wealthspire Advisors, LLC History No change 16,968 2,319 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 11, 2026
Novak & Powell Financial Services, Inc. History No change 16,889 2,308 1.09% 1.09% 239 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 16,740 2,287 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 16,700 2,282 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
Lifestyle Asset Management, Inc. History No change 16,474 2,251 0.61% 0.61% 242 0 0.0% Q2 2026 Jul 20, 2026
PKS Advisory Services, LLC History No change 16,230 2,218 0.35% 0.35% 243 0 0.0% Q2 2026 Aug 04, 2026
Sequent Planning LLC History No change 16,217 2,216 0.47% 0.47% 244 0 0.0% Q2 2026 Aug 14, 2026
Alpine Bank Wealth Management History No change 16,183 2,211 0.28% 0.28% 245 0 0.0% Q2 2026 Aug 07, 2026
Prostatis Group LLC History No change 15,862 2,168 0.5% 0.5% 246 0 0.0% Q2 2026 Aug 14, 2026
CITY HOLDING CO History No change 15,395 2,104 0.24% 0.24% 247 0 0.0% Q2 2026 Jul 10, 2026
Soltis Investment Advisors LLC History No change 14,459 1,976 0.11% 0.11% 248 0 0.0% Q2 2026 Jul 31, 2026
AGF MANAGEMENT LTD History No change 14,400 1,968 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 14,156 1,935 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 14,174 1,932 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 07, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 14,028 1,917 0.25% 0.25% 252 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 13,969 1,909 0.06% 0.06% 253 0 0.0% Q2 2026 Jul 30, 2026
Physician Wealth Advisors, Inc. History No change 13,942 1,905 0.23% 0.23% 254 0 0.0% Q2 2026 Jul 20, 2026
Lee, Kelleher & Klein Wealth Management History Added to 14,743 1,888 0.97% 1.02% 255 +409 2.85% Q3 2026 Oct 08, 2026
KLINGENSTEIN FIELDS & CO LP History No change 13,758 1,880 0.07% 0.07% 256 0 0.0% Q2 2026 Aug 05, 2026
BlackRock, Inc. History No change 13,731 1,876 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 07, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 13,705 1,873 0.24% 0.24% 258 0 0.0% Q2 2026 Aug 25, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 13,424 1,838 0.59% 0.59% 259 0 0.0% Q2 2026 Jul 23, 2026
Cranbrook Wealth Management, LLC History No change 13,441 1,837 0.34% 0.34% 260 0 0.0% Q2 2026 Aug 06, 2026
HANCOCK WHITNEY CORP History No change 13,361 1,826 0.03% 0.03% 261 0 0.0% Q2 2026 Aug 14, 2026
Harvest Investment Services, LLC History No change 13,316 1,820 0.28% 0.28% 262 0 0.0% Q2 2026 Aug 14, 2026
King Wealth Management Group History No change 13,254 1,812 0.2% 0.2% 263 0 0.0% Q2 2026 Aug 05, 2026
Bleakley Financial Group, LLC History No change 13,183 1,801 0.02% 0.02% 264 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 13,051 1,783 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 12,765 1,744 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 12, 2026
FIRST HAWAIIAN BANK History No change 12,429 1,698 0.22% 0.22% 267 0 0.0% Q2 2026 Jul 13, 2026
Hudson Oak Wealth Advisory LLC History No change 12,396 1,694 1.31% 1.31% 268 0 0.0% Q2 2026 Jul 21, 2026
SigFig Wealth Management, LLC History Added to 13,186 1,689 0.04% 0.05% 269 +42 0.32% Q3 2026 Oct 07, 2026
American Investment Services, Inc. History No change 12,345 1,687 0.36% 0.36% 270 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 12,326 1,655 0.03% 0.03% 271 0 0.0% Q2 2026 Jul 27, 2026
Intergy Private Wealth, LLC History No change 12,111 1,655 0.38% 0.38% 272 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 12,087 1,652 0.1% 0.1% 273 0 0.0% Q2 2026 Aug 05, 2026
Goelzer Investment Management, Inc. History No change 11,880 1,623 0.07% 0.07% 274 0 0.0% Q2 2026 Jul 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 11,870 1,622 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 05, 2026
FAS Wealth Partners, Inc. History No change 11,859 1,620 0.08% 0.08% 276 0 0.0% Q2 2026 Jul 29, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 11,754 1,606 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 11,717 1,599 0.42% 0.42% 278 0 0.0% Q2 2026 Jul 30, 2026
Operose Advisors LLC History No change 11,660 1,593 0.31% 0.31% 279 0 0.0% Q2 2026 Aug 13, 2026
SIMON QUICK ADVISORS, LLC History No change 11,414 1,560 0.06% 0.06% 280 0 0.0% Q2 2026 Jul 28, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 12,174 1,559 0.44% 0.5% 281 +49 0.4% Q3 2026 Oct 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 11,405 1,558 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 14, 2026
Collaborative Capital Advisors LLC History No change 11,349 1,551 0.98% 0.98% 283 0 0.0% Q2 2026 Aug 14, 2026
WealthShield Partners, LLC History No change 11,309 1,545 0.24% 0.24% 284 0 0.0% Q2 2026 Aug 12, 2026
Lansing Street Advisors History No change 11,233 1,535 0.33% 0.33% 285 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 10,944 1,495 0.05% 0.05% 286 0 0.0% Q2 2026 Aug 12, 2026
Bragg Financial Advisors, Inc History No change 10,908 1,490 0.04% 0.04% 287 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 10,562 1,443 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group History No change 10,377 1,418 0.08% 0.08% 289 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 10,320 1,410 0.02% 0.02% 290 0 0.0% Q2 2026 Aug 06, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 10,251 1,401 0.15% 0.15% 291 0 0.0% Q2 2026 Aug 12, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 10,146 1,386 0.16% 0.16% 292 0 0.0% Q2 2026 Jul 13, 2026
Independent Family Office, LLC History No change 10,080 1,377 0.55% 0.55% 293 0 0.0% Q2 2026 Aug 11, 2026
3Chopt Investment Partners, LLC History No change 10,045 1,372 0.26% 0.26% 294 0 0.0% Q2 2026 Jul 29, 2026
Versant Capital Management, Inc History No change 10,686 1,368 0.12% 0.13% 295 0 0.0% Q3 2026 Oct 01, 2026
CITIGROUP INC History No change 9,937 1,358 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 9,845 1,345 0.0% 0.0% 297 0 0.0% Q2 2026 Sep 02, 2026
Marin Bay Wealth Advisors, LLC History No change 9,798 1,339 0.72% 0.72% 298 0 0.0% Q2 2026 Aug 10, 2026
Squire Investment Management Company, LLC History No change 9,761 1,334 0.32% 0.32% 299 0 0.0% Q2 2026 Jul 28, 2026
PACIFIC FINANCIAL GROUP INC History No change 9,752 1,332 0.64% 0.64% 300 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 9,750 1,332 0.03% 0.03% 301 0 0.0% Q2 2026 Aug 04, 2026
Crestwood Advisors Group, LLC History No change 9,585 1,310 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 03, 2026
Buck Wealth Strategies, LLC History No change 9,510 1,299 0.14% 0.14% 303 0 0.0% Q2 2026 Jul 30, 2026
Thomasville National Bank History No change 9,486 1,296 0.07% 0.07% 304 0 0.0% Q2 2026 Jul 20, 2026
GFS Advisors, LLC History No change 870 1,294 0.14% 0.14% 305 0 0.0% Q2 2026 Aug 04, 2026
Campion Asset Management History No change 9,439 1,290 0.79% 0.79% 306 0 0.0% Q2 2026 Jul 28, 2026
Bedel Financial Consulting, Inc. History No change 9,354 1,278 0.12% 0.12% 307 0 0.0% Q2 2026 Jul 29, 2026
AMERICAN NATIONAL BANK & TRUST History No change 9,800 1,255 0.11% 0.11% 308 0 0.0% Q3 2026 Oct 07, 2026
Bangor Savings Bank History No change 9,799 1,255 0.1% 0.1% 309 0 0.0% Q3 2026 Oct 06, 2026
TOMPKINS FINANCIAL CORP History Reduced 9,690 1,241 0.09% 0.09% 310 -155 -1.57% Q3 2026 Oct 05, 2026
Claro Advisors Inc. History No change 9,080 1,241 0.13% 0.13% 311 0 0.0% Q2 2026 Jul 30, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 9,074 1,240 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 10,466 1,239 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 14, 2026
Peregrine Asset Advisers, Inc. History No change 9,019 1,232 0.27% 0.27% 314 0 0.0% Q2 2026 Aug 10, 2026
Regal Investment Advisors LLC History No change 8,996 1,229 0.06% 0.06% 315 0 0.0% Q2 2026 Aug 14, 2026
Bruce G. Allen Investments, LLC History No change 8,928 1,220 0.78% 0.78% 316 0 0.0% Q2 2026 Jul 31, 2026
Nalls Sherbakoff Group, LLC History No change 8,798 1,202 0.85% 0.85% 317 0 0.0% Q2 2026 Aug 17, 2026
CHOREO, LLC History No change 8,768 1,198 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 04, 2026
ROMAN BUTLER FULLERTON & CO History No change 8,800 1,189 0.28% 0.28% 319 0 0.0% Q2 2026 Aug 06, 2026
Axis Wealth Partners, LLC History No change 8,673 1,185 0.57% 0.57% 320 0 0.0% Q2 2026 Jul 28, 2026
Militia Capital Management LLC History No change 8,633 1,179 0.03% 0.03% 321 0 0.0% Q2 2026 Aug 12, 2026
Parkwoods Wealth Partners, LLC History No change 8,614 1,177 0.19% 0.19% 322 0 0.0% Q2 2026 Jul 27, 2026
VAUGHAN & Co SECURITIES, INC. History No change 8,581 1,172 0.55% 0.55% 323 0 0.0% Q2 2026 Aug 03, 2026
Wealth Management Partners, LLC History No change 8,540 1,167 0.27% 0.27% 324 0 0.0% Q2 2026 Jul 22, 2026
Christensen, King & Associates Investment Services, Inc. History No change 8,519 1,164 0.46% 0.46% 325 0 0.0% Q2 2026 Jul 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 8,463 1,156 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 04, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 8,447 1,154 0.18% 0.18% 327 0 0.0% Q2 2026 Jul 14, 2026
Prospera Financial Services Inc History No change 8,410 1,150 0.02% 0.02% 328 0 0.0% Q2 2026 Jul 15, 2026
Powerhouse Assets LLC History No change 8,285 1,132 0.92% 0.92% 329 0 0.0% Q2 2026 Jul 23, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 8,237 1,126 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 11, 2026
Everest Private Wealth History No change 8,216 1,123 0.42% 0.42% 331 0 0.0% Q2 2026 Aug 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 8,117 1,109 0.06% 0.06% 332 0 0.0% Q2 2026 Jul 15, 2026
Keenan, LLC History No change 8,048 1,100 0.78% 0.78% 333 0 0.0% Q2 2026 Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 8,047 1,099 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 10, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 7,995 1,092 0.25% 0.25% 335 0 0.0% Q2 2026 Aug 07, 2026
Main Street Financial Solutions, LLC History No change 7,971 1,089 0.07% 0.07% 336 0 0.0% Q2 2026 Aug 07, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 7,916 1,082 0.33% 0.33% 337 0 0.0% Q2 2026 Jul 29, 2026
PRINCIPAL SECURITIES, INC. History No change 7,898 1,079 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 04, 2026
High Net Worth Advisory Group LLC History No change 7,900 1,079 0.23% 0.23% 339 0 0.0% Q2 2026 Jul 29, 2026
Schneider Downs Wealth Management Advisors, LP History No change 7,855 1,073 0.1% 0.1% 340 0 0.0% Q2 2026 Aug 05, 2026
BRIGHTON JONES LLC History No change 7,730 1,056 0.02% 0.02% 341 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 7,726 1,055 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 12, 2026
Newton One Investments LLC History No change 7,713 1,054 0.27% 0.27% 343 0 0.0% Q2 2026 Jul 22, 2026
Argent Trust Co History No change 7,685 1,050 0.03% 0.03% 344 0 0.0% Q2 2026 Aug 06, 2026
Valpey Financial Services, LLC History No change 7,645 1,044 0.62% 0.62% 345 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History No change 7,635 1,043 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 22, 2026
CAHILL FINANCIAL ADVISORS INC History No change 7,587 1,037 0.1% 0.1% 347 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 7,554 1,032 0.07% 0.07% 348 0 0.0% Q2 2026 Sep 04, 2026
Financial Partners Group, Inc History No change 7,392 1,010 0.1% 0.1% 349 0 0.0% Q2 2026 Jul 23, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 7,305 998 0.05% 0.05% 350 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 7,259 992 0.02% 0.02% 351 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 7,168 979 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 07, 2026
Wedmont Private Capital History No change 7,530 975 0.02% 0.03% 353 0 0.0% Q3 2026 Oct 09, 2026
Composition Wealth, LLC History No change 7,075 967 0.01% 0.01% 354 0 0.0% Q2 2026 Jul 22, 2026
Vickerman Investment Advisors, Inc. History No change 7,076 967 0.19% 0.19% 355 0 0.0% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History No change 7,001 956 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 05, 2026
FIRST TRUST ADVISORS LP History No change 6,985 954 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 6,963 951 0.04% 0.04% 358 0 0.0% Q2 2026 Aug 04, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,932 947 0.01% 0.01% 359 0 0.0% Q2 2026 Jul 23, 2026
QUARRY HILL ADVISORS, LLC History No change 6,890 941 0.36% 0.36% 360 0 0.0% Q2 2026 Jul 27, 2026
Callan Family Office, LLC History No change 6,865 938 0.02% 0.02% 361 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 6,825 932 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 13, 2026
Carolina Wealth Management Inc History No change 6,826 932 0.43% 0.43% 363 0 0.0% Q2 2026 Aug 11, 2026
Sherman Wealth Management LLC History No change 6,819 931 0.7% 0.7% 364 0 0.0% Q2 2026 Jul 09, 2026
OPPENHEIMER & CO INC History No change 6,787 927 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 03, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 6,778 926 0.6% 0.6% 366 0 0.0% Q2 2026 Jul 28, 2026
OneDigital Investment Advisors LLC History No change 6,755 923 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 6,576 898 0.06% 0.06% 368 0 0.0% Q2 2026 Jul 07, 2026
Cordatus Wealth Management LLC History No change 6,564 897 0.2% 0.2% 369 0 0.0% Q2 2026 Jul 29, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 6,552 895 0.09% 0.09% 370 0 0.0% Q2 2026 Jul 22, 2026
DIVERSIFIED MANAGEMENT INC History Added to 6,933 888 0.16% 0.2% 371 +29 0.42% Q3 2026 Oct 08, 2026
IEQ CAPITAL, LLC History No change 6,441 880 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 11, 2026
SCS Capital Management LLC History No change 6,423 877 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 06, 2026
TAGStone Capital, Inc. History No change 6,408 875 0.28% 0.28% 374 0 0.0% Q2 2026 Aug 11, 2026
Financial Strategies Group, Inc. History No change 6,365 874 0.14% 0.14% 375 0 0.0% Q2 2026 Aug 10, 2026
Robertson Stephens Wealth Management, LLC History No change 6,383 872 0.02% 0.02% 376 0 0.0% Q2 2026 Jul 29, 2026
Mystic Asset Management, Inc. History No change 6,345 867 0.19% 0.19% 377 0 0.0% Q2 2026 Aug 11, 2026
Kendall Capital Management History No change 6,271 857 0.14% 0.14% 378 0 0.0% Q2 2026 Aug 12, 2026
Heritage Wealth Advisors History No change 6,270 856 0.03% 0.03% 379 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 6,246 853 0.04% 0.04% 380 0 0.0% Q2 2026 Jul 21, 2026
Snowden Capital Advisors LLC History No change 6,223 850 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 13, 2026
Forum Private Client Group LLC History No change 6,226 850 0.25% 0.25% 382 0 0.0% Q2 2026 Aug 12, 2026
TrinityBridge Ltd History No change 6,201 848 0.02% 0.02% 383 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 6,195 846 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 06, 2026
Serenity Investment Advisors History No change 6,137 843 0.36% 0.36% 385 0 0.0% Q2 2026 Aug 24, 2026
Center for Financial Planning, Inc. History No change 6,102 834 0.08% 0.08% 386 0 0.0% Q2 2026 Jul 21, 2026
Sprinkle Financial Consultants LLC History Added to 6,498 832 0.32% 0.35% 387 +28 0.43% Q3 2026 Oct 09, 2026
Y-Intercept (Hong Kong) Ltd History No change 6,084 831 0.02% 0.02% 388 0 0.0% Q2 2026 Jul 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 5,977 817 0.05% 0.05% 389 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 5,969 815 0.02% 0.02% 390 0 0.0% Q2 2026 Jul 15, 2026
Financial Alternatives, Inc History No change 5,970 815 0.4% 0.4% 391 0 0.0% Q2 2026 Aug 10, 2026
Greenspring Advisors, LLC History No change 5,938 811 0.04% 0.04% 392 0 0.0% Q2 2026 Aug 11, 2026
Frankly Finances, LLC History No change 5,889 804 0.64% 0.64% 393 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 5,766 788 0.02% 0.02% 394 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 5,746 785 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 05, 2026
PW Nova Financial Services LLC History No change 5,750 785 0.17% 0.17% 396 0 0.0% Q2 2026 Jul 29, 2026
Busey Bank History No change 5,739 784 0.02% 0.02% 397 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 5,704 779 0.02% 0.02% 398 0 0.0% Q2 2026 Jul 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 5,693 778 0.03% 0.03% 399 0 0.0% Q2 2026 Jul 27, 2026
Crusonia Wealth Advisors LLC History No change 5,699 778 0.13% 0.13% 400 0 0.0% Q2 2026 Jul 30, 2026
Destiny Capital Corp/CO History No change 5,675 775 0.36% 0.36% 401 0 0.0% Q2 2026 Aug 10, 2026
WJ Financial Advisors LLC History No change 5,657 773 0.57% 0.57% 402 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 5,627 769 0.08% 0.08% 403 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 5,603 765 0.02% 0.02% 404 0 0.0% Q2 2026 Jul 15, 2026
COZAD ASSET MANAGEMENT INC History No change 5,601 765 0.05% 0.05% 405 0 0.0% Q2 2026 Aug 14, 2026
SACHEM HILL LLC History No change 5,595 764 0.14% 0.14% 406 0 0.0% Q2 2026 Aug 10, 2026
Beaird Harris Wealth Management, LLC History No change 5,588 763 0.05% 0.05% 407 0 0.0% Q2 2026 Jul 08, 2026
SAGE FINANCIAL GROUP INC History No change 5,526 755 0.04% 0.04% 408 0 0.0% Q2 2026 Jul 21, 2026
FLOW TRADERS U.S. LLC History No change 5,514 754 0.03% 0.03% 409 0 0.0% Q2 2026 Aug 14, 2026
Meredith Wealth Planning History No change 5,521 754 0.18% 0.18% 410 0 0.0% Q2 2026 Jul 24, 2026
Next Capital Management LLC History No change 5,496 751 0.2% 0.2% 411 0 0.0% Q2 2026 Aug 03, 2026
SageView Advisory Group, LLC History No change 5,486 749 0.02% 0.02% 412 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5,361 732 0.03% 0.03% 413 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 5,339 729 0.02% 0.02% 414 0 0.0% Q2 2026 Jul 17, 2026
Pure Financial Advisors, LLC History No change 5,339 729 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 14, 2026
Finley Financial, LLC History No change 5,340 729 0.29% 0.29% 416 0 0.0% Q2 2026 Jul 08, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 5,333 728 0.28% 0.28% 417 0 0.0% Q2 2026 Aug 10, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 5,317 726 0.1% 0.1% 418 0 0.0% Q2 2026 Jul 13, 2026
D.A. DAVIDSON & CO. History No change 5,303 724 0.0% 0.0% 419 0 0.0% Q2 2026 Jul 24, 2026
Private Advisory Group LLC History No change 5,255 718 0.04% 0.04% 420 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,253 717 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 13, 2026
Hubbell Strickland Wealth Management, LLC History No change 5,202 711 0.26% 0.26% 422 0 0.0% Q2 2026 Jul 29, 2026
Nikulski Financial, Inc. History No change 5,132 701 0.15% 0.15% 423 0 0.0% Q2 2026 Jul 28, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 5,110 698 0.14% 0.14% 424 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Wealth Management, LLC History No change 5,096 696 0.03% 0.03% 425 0 0.0% Q2 2026 Jul 22, 2026
AWM CAPITAL, LLC History No change 5,073 693 0.06% 0.06% 426 0 0.0% Q2 2026 Jul 31, 2026
J.W. COLE ADVISORS, INC. History No change 5,060 691 0.01% 0.01% 427 0 0.0% Q2 2026 Jul 21, 2026
Stratos Wealth Advisors, LLC History No change 5,053 690 0.04% 0.04% 428 0 0.0% Q2 2026 Aug 11, 2026
NorthLanding Financial Partners, LLC History No change 5,046 689 0.48% 0.48% 429 0 0.0% Q2 2026 Jul 23, 2026
VISTA CAPITAL PARTNERS, INC. History No change 5,034 688 0.06% 0.06% 430 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD SECURITIES, INC. History No change 4,998 683 0.04% 0.04% 431 0 0.0% Q2 2026 Jul 15, 2026
Plante Moran Financial Advisors, LLC History No change 4,987 681 0.03% 0.03% 432 0 0.0% Q2 2026 Aug 06, 2026
TCFG Investment Advisors, LLC History No change 4,994 677 0.23% 0.23% 433 0 0.0% Q2 2026 Jul 17, 2026
Tactive Advisors, LLC History Reduced 5,272 675 0.16% 0.18% 434 -70 -1.31% Q3 2026 Oct 08, 2026
Richwood Investment Advisors, LLC History No change 4,905 670 0.47% 0.47% 435 0 0.0% Q2 2026 Jul 29, 2026
EQUITABLE TRUST CO History No change 4,896 669 0.03% 0.03% 436 0 0.0% Q2 2026 Jul 23, 2026
CM WEALTH ADVISORS LLC History No change 4,849 662 0.12% 0.12% 437 0 0.0% Q2 2026 Aug 10, 2026
Thayer Partners, LLC / MA History No change 4,846 662 0.27% 0.27% 438 0 0.0% Q2 2026 Jul 31, 2026
JSF Financial, LLC History No change 4,813 657 0.1% 0.1% 439 0 0.0% Q2 2026 Jul 28, 2026
CALTON & ASSOCIATES, INC. History No change 4,792 654 0.1% 0.1% 440 0 0.0% Q2 2026 Aug 10, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 4,748 649 0.04% 0.04% 441 0 0.0% Q2 2026 Aug 04, 2026
JNBA Financial Advisors History No change 4,736 647 0.05% 0.05% 442 0 0.0% Q2 2026 Jul 23, 2026
FIRST HORIZON CORP History No change 4,714 644 0.02% 0.02% 443 0 0.0% Q2 2026 Jul 20, 2026
HARBOUR INVESTMENTS, INC. History No change 4,682 639 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 12, 2026
BCS Private Wealth Management, Inc. History No change 4,666 637 0.19% 0.19% 445 0 0.0% Q2 2026 Jul 31, 2026
WEBSTER BANK, N. A. History No change 4,659 636 0.06% 0.06% 446 0 0.0% Q2 2026 Jul 20, 2026
AFT, FORSYTH & COMPANY, INC. History No change 4,654 636 0.31% 0.31% 447 0 0.0% Q2 2026 Aug 14, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 4,882 625 0.09% 0.09% 448 0 0.0% Q3 2026 Oct 08, 2026
Chevy Chase Trust Holdings, LLC History No change 4,566 624 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 14, 2026
Beckerman Institutional, LLC History No change 4,568 624 0.3% 0.3% 450 0 0.0% Q2 2026 Aug 11, 2026
Hyundai Investments Co., Ltd. History No change 4,556 621 0.67% 0.67% 451 0 0.0% Q2 2026 Aug 14, 2026
Cottage Street Advisors LLC History No change 4,514 616 0.24% 0.24% 452 0 0.0% Q2 2026 Jul 20, 2026
Savvy Advisors, Inc. History No change 4,510 616 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 03, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 4,762 609 0.16% 0.16% 454 -19 -0.4% Q3 2026 Oct 09, 2026
Key FInancial Inc History No change 4,430 605 0.1% 0.1% 455 0 0.0% Q2 2026 Jul 24, 2026
Breakwater Capital Group History Reduced 4,704 602 0.07% 0.08% 456 -12 -0.25% Q3 2026 Oct 08, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 4,409 602 0.23% 0.23% 457 0 0.0% Q2 2026 Jul 30, 2026
Quotient Wealth Partners, LLC History No change 4,393 600 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 03, 2026
Uptown Financial Advisors LLC History No change 4,371 597 0.39% 0.39% 459 0 0.0% Q2 2026 Jul 10, 2026
BARRETT & COMPANY, INC. History No change 4,327 591 0.17% 0.17% 460 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History No change 4,282 585 0.01% 0.01% 461 0 0.0% Q2 2026 Jul 29, 2026
Dorsey & Whitney Trust CO LLC History No change 4,243 579 0.03% 0.03% 462 0 0.0% Q2 2026 Aug 14, 2026
Index Fund Advisors, Inc. History No change 4,190 572 0.02% 0.02% 463 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 4,139 565 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 07, 2026
SkyOak Wealth, LLC History No change 4,136 565 0.09% 0.09% 465 0 0.0% Q2 2026 Jul 30, 2026
Painted Porch Advisors LLC History No change 4,115 562 0.25% 0.25% 466 0 0.0% Q2 2026 Jul 24, 2026
Essex Financial Services, Inc. History No change 4,092 559 0.03% 0.03% 467 0 0.0% Q2 2026 Aug 10, 2026
First Financial Bank - Trust Division History No change 4,336 555 0.04% 0.04% 468 0 0.0% Q3 2026 Oct 01, 2026
JMG Financial Group, Ltd. History No change 4,050 553 0.01% 0.01% 469 0 0.0% Q2 2026 Jul 31, 2026
Woodward Financial Advisors, Inc. History No change 4,046 553 0.18% 0.18% 470 0 0.0% Q2 2026 Aug 14, 2026
St. Louis Trust Co History No change 19,946 551 0.06% 0.06% 471 0 0.0% Q2 2026 Jul 30, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 4,021 549 0.15% 0.15% 472 0 0.0% Q2 2026 Jul 16, 2026
VALLEY NATIONAL ADVISERS INC History No change 3,962 541 0.06% 0.06% 473 0 0.0% Q2 2026 Jul 29, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 3,960 541 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 13, 2026
Trail Ridge Investment Advisors, LLC History No change 3,944 539 0.23% 0.23% 475 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Wealth Advisors, LLC History No change 3,914 534 0.07% 0.07% 476 0 0.0% Q2 2026 Jul 15, 2026
Retirement Planning Co of New England, Inc. History No change 3,910 534 0.19% 0.19% 477 0 0.0% Q2 2026 Jul 30, 2026
Breachway Investments LLC History No change 3,872 529 0.8% 0.8% 478 0 0.0% Q2 2026 Jul 13, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 3,842 525 0.04% 0.04% 479 0 0.0% Q2 2026 Aug 14, 2026
CERTUITY, LLC History No change 3,839 524 0.03% 0.03% 480 0 0.0% Q2 2026 Jul 28, 2026
McGlone Suttner Wealth Management, Inc. History No change 3,806 520 0.06% 0.06% 481 0 0.0% Q2 2026 Jul 21, 2026
BFSG, LLC History No change 3,725 509 0.05% 0.05% 482 0 0.0% Q2 2026 Jul 20, 2026
LJI Wealth Management, LLC History No change 3,718 508 0.07% 0.07% 483 0 0.0% Q2 2026 Jul 31, 2026
Maple Capital Management, Inc. History No change 3,695 505 0.03% 0.03% 484 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,701 505 0.0% 0.0% 485 0 0.0% Q2 2026 Sep 23, 2026
Vestmark Advisory Solutions, Inc. History No change 3,689 504 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 3,679 502 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 11, 2026
FOCUSED ALPHA, LLC History No change 3,679 502 0.13% 0.13% 488 0 0.0% Q2 2026 Aug 07, 2026
Sage Capital Management, LLC History No change 3,613 494 0.19% 0.19% 489 0 0.0% Q2 2026 Jul 20, 2026
Valmark Advisers, Inc. History No change 3,595 491 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 06, 2026
Roberts Financial Services LLC History No change 3,579 489 0.14% 0.14% 491 0 0.0% Q2 2026 Aug 06, 2026
Blackston Financial Advisory Group, LLC History No change 3,579 489 0.28% 0.28% 492 0 0.0% Q2 2026 Aug 14, 2026
MAYPORT, LLC History No change 3,580 489 0.08% 0.08% 493 0 0.0% Q2 2026 Aug 07, 2026
CONNING INC. History No change 3,559 486 0.01% 0.01% 494 0 0.0% Q2 2026 Jul 30, 2026
HBE Wealth Management, LLC History No change 3,563 486 0.35% 0.35% 495 0 0.0% Q2 2026 Jul 13, 2026
GW HENSSLER & ASSOCIATES LTD History No change 3,541 483 0.02% 0.02% 496 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO History No change 3,510 475 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 27, 2026
Venture Visionary Partners LLC History Added to 3,707 474 0.01% 0.01% 498 +1,258 51.37% Q3 2026 Oct 07, 2026
Altiora Financial Group, LLC History No change 3,466 473 0.07% 0.07% 499 0 0.0% Q2 2026 Aug 07, 2026
Focus Financial Network, Inc. History No change 3,462 473 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 09, 2026
PACIFIC SUN FINANCIAL CORP History No change 3,440 470 0.19% 0.19% 501 0 0.0% Q2 2026 Aug 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 3,443 470 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 14, 2026
CIM, LLC History No change 3,397 464 0.06% 0.06% 503 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,378 461 0.01% 0.01% 504 0 0.0% Q2 2026 Jul 14, 2026
Park Place Capital Corp History No change 3,338 456 0.07% 0.07% 505 0 0.0% Q2 2026 Aug 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 3,324 454 0.04% 0.04% 506 0 0.0% Q2 2026 Jul 14, 2026
New Republic Capital, LLC History No change 3,322 454 0.1% 0.1% 507 0 0.0% Q2 2026 Jul 31, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 3,290 449 0.02% 0.02% 508 0 0.0% Q2 2026 Sep 11, 2026
SYM FINANCIAL Corp History No change 3,270 446 0.04% 0.04% 509 0 0.0% Q2 2026 Aug 04, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 3,252 444 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 17, 2026
Shoker Investment Counsel, Inc. History No change 3,246 443 0.11% 0.11% 511 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3,205 438 0.01% 0.01% 512 0 0.0% Q2 2026 Jul 20, 2026
Mutual Advisors, LLC History No change 3,182 434 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 14, 2026
Element Wealth, LLC History No change 3,123 426 0.16% 0.16% 514 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 3,102 423 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 13, 2026
Wealth Dimensions Group, Ltd. History No change 3,098 423 0.08% 0.08% 516 0 0.0% Q2 2026 Jul 22, 2026
Summit Global Investments History No change 3,085 422 0.02% 0.02% 517 0 0.0% Q2 2026 Aug 03, 2026
TrueWealth Advisors, LLC History Added to 3,294 421 0.09% 0.09% 518 +234 7.65% Q3 2026 Oct 08, 2026
SouthState Bank Corp History No change 3,036 414 0.02% 0.02% 519 0 0.0% Q2 2026 Aug 06, 2026
Stonebridge Financial Group, LLC / MO History No change 3,034 414 0.28% 0.28% 520 0 0.0% Q2 2026 Jul 24, 2026
Montecito Bank & Trust History No change 3,225 413 0.06% 0.07% 521 0 0.0% Q3 2026 Oct 01, 2026
GENESIS PRIVATE WEALTH, LLC History No change 3,016 412 0.12% 0.12% 522 0 0.0% Q2 2026 Jul 13, 2026
Wagner Wealth Management, Corp History No change 3,002 410 0.33% 0.33% 523 0 0.0% Q2 2026 Aug 10, 2026
FULTON BANK, N.A. History No change 2,958 404 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 09, 2026
Smith Salley Wealth Management History No change 2,960 404 0.02% 0.02% 525 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisors, LLC History No change 2,946 402 0.01% 0.01% 526 0 0.0% Q2 2026 Aug 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 2,944 402 0.02% 0.02% 527 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 2,938 401 0.02% 0.02% 528 0 0.0% Q2 2026 Jul 23, 2026
Brand Asset Management Group, Inc. History No change 2,937 401 0.09% 0.09% 529 0 0.0% Q2 2026 Aug 12, 2026
Diversified Trust Co History No change 2,930 400 0.01% 0.01% 530 0 0.0% Q2 2026 Jul 17, 2026
Aegis Wealth Management LLC History No change 2,925 399 0.19% 0.19% 531 0 0.0% Q2 2026 Aug 07, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 2,917 398 0.11% 0.11% 532 0 0.0% Q2 2026 Aug 07, 2026
Compass Ion Advisors, LLC History No change 2,881 393 0.03% 0.03% 533 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Group, LLC / IL History No change 2,875 392 0.1% 0.1% 534 0 0.0% Q2 2026 Jul 30, 2026
Atlantic Union Bankshares Corp History No change 2,861 391 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 2,861 391 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 28, 2026
Dynamic Advisor Solutions LLC History No change 2,865 391 0.01% 0.01% 537 0 0.0% Q2 2026 Jul 07, 2026
PARK AVENUE SECURITIES LLC History No change 2,856 390 0.0% 0.0% 538 0 0.0% Q2 2026 Jul 20, 2026
Confluence Wealth Services, Inc. History No change 2,823 385 0.01% 0.01% 539 0 0.0% Q2 2026 Jul 22, 2026
STOCK YARDS BANK & TRUST CO History No change 2,814 384 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 19, 2026
Sequoia Financial Advisors, LLC History No change 2,803 383 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 17, 2026
Fort Sheridan Advisors LLC History No change 2,788 381 0.04% 0.04% 542 0 0.0% Q2 2026 Aug 05, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 2,788 381 0.01% 0.01% 543 0 0.0% Q2 2026 Jul 31, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 2,971 380 0.02% 0.02% 544 +86 2.98% Q3 2026 Oct 09, 2026
Renasant Bank History No change 2,750 375 0.24% 0.24% 545 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Financial Group History No change 2,747 375 0.28% 0.28% 546 0 0.0% Q2 2026 Jul 27, 2026
WILLNER & HELLER, LLC History No change 2,730 373 0.23% 0.23% 547 0 0.0% Q2 2026 Jul 07, 2026
WARNER FINANCIAL, INC History No change 2,716 371 0.11% 0.11% 548 0 0.0% Q2 2026 Jul 09, 2026
Keystone Wealth Services, LLC History No change 2,662 363 0.07% 0.07% 549 0 0.0% Q2 2026 Aug 05, 2026
Krilogy Financial LLC History No change 2,654 362 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 27, 2026
Advisory Solutions Group, LLC History No change 2,630 359 0.12% 0.12% 551 0 0.0% Q2 2026 Jul 29, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 2,606 356 0.05% 0.05% 552 0 0.0% Q2 2026 Jul 21, 2026
Sepio Capital, LP History No change 2,586 353 0.02% 0.02% 553 0 0.0% Q2 2026 Jul 28, 2026
SAXON INTERESTS, INC. History No change 2,589 353 0.1% 0.1% 554 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning, LLC History No change 2,578 352 0.08% 0.08% 555 0 0.0% Q2 2026 Jul 29, 2026
Mechanics Financial Corp History No change 2,576 352 0.13% 0.13% 556 0 0.0% Q2 2026 Aug 05, 2026
Sterling Wealth Management, Inc. History No change 2,568 351 0.09% 0.09% 557 0 0.0% Q2 2026 Jul 30, 2026
Rehmann Capital Advisory Group History No change 2,567 350 0.02% 0.02% 558 0 0.0% Q2 2026 Aug 20, 2026
Avion Wealth History No change 2,552 348 0.06% 0.06% 559 0 0.0% Q2 2026 Jul 31, 2026
Kraft, Davis & Associates, LLC History No change 2,623 348 0.07% 0.07% 560 0 0.0% Q2 2026 Jul 09, 2026
Modern Wealth Management, LLC History No change 2,552 348 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 2,540 347 0.07% 0.07% 562 0 0.0% Q2 2026 Jul 23, 2026
Hardin Capital Partners, LLC History Added to 2,673 342 0.17% 0.16% 563 +80 3.09% Q3 2026 Oct 08, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 2,498 341 0.09% 0.09% 564 0 0.0% Q2 2026 Aug 07, 2026
Moors & Cabot, Inc. History No change 2,502 341 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 10, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 2,501 341 0.06% 0.06% 566 0 0.0% Q2 2026 Jul 27, 2026
Meramec Financial Planners, LLC History No change 2,476 337 0.12% 0.12% 567 0 0.0% Q2 2026 Jul 28, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 2,440 333 0.04% 0.04% 568 0 0.0% Q2 2026 Aug 05, 2026
Gladstone Institutional Advisory LLC History No change 2,430 332 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 27, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 2,423 331 0.06% 0.06% 570 0 0.0% Q2 2026 Aug 06, 2026
Guardian Financial Partners, LLC History No change 2,404 328 0.13% 0.13% 571 0 0.0% Q2 2026 Jul 15, 2026
Gen-Wealth Partners Inc History No change 2,401 328 0.09% 0.09% 572 0 0.0% Q2 2026 Aug 10, 2026
Green Ridge Wealth Planning LLC History No change 2,554 327 0.13% 0.15% 573 0 0.0% Q3 2026 Oct 08, 2026
Signature Equity Partners, LLC History No change 2,382 325 0.15% 0.15% 574 0 0.0% Q2 2026 Jul 30, 2026
Bensler, LLC History No change 2,354 321 0.03% 0.03% 575 0 0.0% Q2 2026 Jul 23, 2026
VICTORY FINANCIAL GROUP, LLC History No change 2,354 321 0.03% 0.03% 576 0 0.0% Q2 2026 Jul 28, 2026
NorthRock Partners, LLC History No change 2,327 318 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 11, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,330 318 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 14, 2026
Vines Capital Management, LLC History No change 2,308 315 0.26% 0.26% 579 0 0.0% Q2 2026 Aug 14, 2026
Morton Brown Family Wealth, LLC History No change 2,304 314 0.07% 0.07% 580 0 0.0% Q2 2026 Jul 21, 2026
KPP Advisory Services LLC History No change 2,302 314 0.04% 0.04% 581 0 0.0% Q2 2026 Jul 24, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 2,292 313 0.02% 0.02% 582 0 0.0% Q2 2026 Aug 03, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 2,295 313 0.15% 0.15% 583 0 0.0% Q2 2026 Aug 13, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 2,442 312 0.08% 0.09% 584 -59 -2.36% Q3 2026 Oct 06, 2026
Koss-Olinger Consulting, LLC History No change 2,286 312 0.02% 0.02% 585 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 2,279 311 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 12, 2026
Per Stirling Capital Management, LLC. History No change 2,277 311 0.03% 0.03% 587 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 2,268 309 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 14, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 2,250 308 0.01% 0.01% 589 0 0.0% Q2 2026 Aug 04, 2026
Keener Financial Planning LLC History No change 2,257 308 0.11% 0.11% 590 0 0.0% Q2 2026 Jul 31, 2026
FOSTER & MOTLEY INC History No change 2,238 306 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 07, 2026
Integrated Investment Consultants, LLC History No change 2,234 305 0.06% 0.06% 592 0 0.0% Q2 2026 Aug 17, 2026
Atwater Malick LLC History No change 2,235 305 0.07% 0.07% 593 0 0.0% Q2 2026 Jul 27, 2026
Mullaney, Keating & Wright, Inc. History No change 2,218 303 0.15% 0.15% 594 0 0.0% Q2 2026 Jul 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 2,205 301 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 12, 2026
Peak Asset Management, LLC History No change 2,200 300 0.04% 0.04% 596 0 0.0% Q2 2026 Aug 13, 2026
Guidance Point Advisors, LLC History No change 2,177 298 0.06% 0.06% 597 0 0.0% Q2 2026 Jul 31, 2026
Towerpoint Wealth, LLC History No change 2,175 297 0.1% 0.1% 598 0 0.0% Q2 2026 Jul 09, 2026
VICUS CAPITAL History No change 2,135 291 0.02% 0.02% 599 0 0.0% Q2 2026 Aug 05, 2026
Proactive Wealth Strategies LLC History No change 2,127 290 0.05% 0.05% 600 0 0.0% Q2 2026 Aug 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 2,113 288 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 2,105 287 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 27, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 2,223 284 0.0% 0.0% 603 +18 0.82% Q3 2026 Oct 05, 2026
Neuberger Berman Group LLC History No change 2,069 282 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 13, 2026
Gallagher Fiduciary Advisors, LLC History No change 2,060 281 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 14, 2026
Wealth Quarterback LLC History No change 2,057 281 0.09% 0.09% 606 0 0.0% Q2 2026 Jul 27, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 2,048 279 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 31, 2026
Wealthcare Advisory Partners LLC History No change 2,042 279 0.01% 0.01% 608 0 0.0% Q2 2026 Jul 09, 2026
Life Planning Partners, Inc History No change 2,042 279 0.21% 0.21% 609 0 0.0% Q2 2026 Jul 21, 2026
Financial Perspectives, Inc History No change 2,044 279 0.07% 0.07% 610 0 0.0% Q2 2026 Jul 24, 2026
Curi Capital, LLC History No change 2,040 278 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 14, 2026
Compass Financial Group, Inc. (Ohio) History No change 2,030 277 0.19% 0.19% 612 0 0.0% Q2 2026 Aug 12, 2026
Vawter Financial, Ltd. History No change 2,020 276 0.1% 0.1% 613 0 0.0% Q2 2026 Jul 24, 2026
BESSEMER GROUP INC History No change 2,008 275 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 12, 2026
Perigon Wealth Management, LLC History No change 2,009 274 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 07, 2026
CAPITAL ADVISORS INC/OK History No change 2,000 273 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 22, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 2,000 273 0.08% 0.08% 617 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY ADVISORS, INC. History No change 1,991 272 0.18% 0.18% 618 0 0.0% Q2 2026 Jul 24, 2026
Sound Income Strategies, LLC History Added to 2,093 271 0.01% 0.01% 619 +12 0.58% Q3 2026 Oct 09, 2026
Facet Wealth, Inc. History No change 1,987 271 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 27, 2026
WELCH & FORBES LLC History No change 1,978 270 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisors, LLC History No change 1,979 270 0.04% 0.04% 622 0 0.0% Q2 2026 Jul 22, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 1,965 268 0.2% 0.2% 623 0 0.0% Q2 2026 Jul 30, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,950 266 0.01% 0.01% 624 0 0.0% Q2 2026 Jul 27, 2026
Inlight Wealth Management, LLC History No change 1,940 265 0.08% 0.08% 625 0 0.0% Q2 2026 Jul 28, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 1,944 265 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 03, 2026
Net Worth Advisory Group History No change 1,935 264 0.07% 0.07% 627 0 0.0% Q2 2026 Jul 13, 2026
Trust Co of the South History No change 1,931 263 0.04% 0.04% 628 0 0.0% Q2 2026 Jul 01, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,912 261 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 10, 2026
Wick Capital Partners, LLC History No change 1,916 261 0.04% 0.04% 630 0 0.0% Q2 2026 Aug 14, 2026
Foundation Wealth Management, LLC\PA History No change 1,911 261 0.08% 0.08% 631 0 0.0% Q2 2026 Jul 21, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 1,923 261 0.08% 0.08% 632 0 0.0% Q2 2026 Jul 21, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,896 259 0.08% 0.08% 633 0 0.0% Q2 2026 Jul 31, 2026
CGC Financial Services, LLC History No change 1,893 258 0.06% 0.06% 634 0 0.0% Q2 2026 Jul 13, 2026
Blue Trust, Inc. History No change 1,883 257 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 21, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 2,006 256 0.17% 0.18% 637 +4 0.2% Q3 2026 Oct 09, 2026
Kingsview Wealth Management, LLC History No change 1,875 256 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 18, 2026
IFG Advisory, LLC History No change 1,865 254 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 13, 2026
Weil Company, Inc. History No change 1,853 253 0.04% 0.04% 639 0 0.0% Q2 2026 Aug 05, 2026
Sharp Wealth Advisory, LLC History No change 1,854 253 0.12% 0.12% 640 0 0.0% Q2 2026 Jul 24, 2026
Kathmere Capital Management, LLC History No change 1,840 251 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 29, 2026
Optimist Retirement Group LLC History No change 1,842 251 0.1% 0.1% 642 0 0.0% Q2 2026 Aug 10, 2026
Allen Investment Management, LLC History No change 1,836 250 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 05, 2026
Sharper & Granite LLC History No change 1,827 249 0.08% 0.08% 644 0 0.0% Q2 2026 Jul 16, 2026
Fortune Financial Advisors, LLC History No change 1,826 249 0.11% 0.11% 645 0 0.0% Q2 2026 Jul 22, 2026
Joseph P. Lucia & Associates, LLC History No change 1,804 246 0.07% 0.07% 646 0 0.0% Q2 2026 Aug 07, 2026
RFG Advisory, LLC History No change 1,794 245 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 15, 2026
REGATTA CAPITAL GROUP, LLC History No change 1,795 245 0.03% 0.03% 648 0 0.0% Q2 2026 Aug 12, 2026
WealthPlan Investment Management, LLC History No change 1,777 242 0.01% 0.01% 649 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,762 240 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 13, 2026
Quantum Financial Advisors, LLC History No change 1,750 239 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 08, 2026
Stonebridge Financial Planning Group, LLC History No change 1,737 237 0.08% 0.08% 652 0 0.0% Q2 2026 Jul 31, 2026
Benchmark Investment Advisors LLC History No change 1,722 235 0.1% 0.1% 653 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,716 234 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 1,716 234 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 15, 2026
Garde Capital, Inc. History No change 1,715 234 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 31, 2026
Geneos Wealth Management Inc. History No change 1,716 234 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 06, 2026
Destiny Wealth Partners, LLC History No change 1,727 234 0.03% 0.03% 658 0 0.0% Q2 2026 Aug 07, 2026
GWN SECURITIES INC. History No change 1,699 232 0.04% 0.04% 659 0 0.0% Q2 2026 Aug 05, 2026
Allegheny Financial Group History No change 1,704 232 0.02% 0.02% 660 0 0.0% Q2 2026 Jul 22, 2026
TCV Trust & Wealth Management, Inc. History No change 1,688 230 0.02% 0.02% 661 0 0.0% Q2 2026 Jul 24, 2026
LVW Advisors, LLC History No change 1,686 230 0.02% 0.02% 662 0 0.0% Q2 2026 Jul 15, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1,684 230 0.02% 0.02% 663 0 0.0% Q2 2026 Jul 30, 2026
Enclave Advisors LLC History No change 1,673 228 0.03% 0.03% 664 0 0.0% Q2 2026 Jul 14, 2026
Financial Planning Hawaii, Inc. History No change 1,670 228 0.12% 0.12% 665 0 0.0% Q2 2026 Jul 23, 2026
HHM Wealth Advisors, LLC History No change 1,660 226 0.02% 0.02% 666 0 0.0% Q2 2026 Jul 13, 2026
LCNB CORP History No change 1,650 225 0.07% 0.07% 667 0 0.0% Q2 2026 Aug 10, 2026
MEANS INVESTMENT CO., INC. History No change 1,638 223 0.02% 0.02% 668 0 0.0% Q2 2026 Aug 14, 2026
Landmark Wealth Management, LLC History No change 1,633 223 0.05% 0.05% 669 0 0.0% Q2 2026 Aug 10, 2026
Milestone Asset Management Group, LLC History No change 1,621 221 0.11% 0.11% 670 0 0.0% Q2 2026 Jul 30, 2026
Turning Point Benefit Group, Inc. History No change 1,612 220 0.09% 0.09% 671 0 0.0% Q2 2026 Jul 23, 2026
BOSTON FAMILY OFFICE LLC History No change 1,603 219 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 12, 2026
Connecticut Wealth Management, LLC History No change 1,606 219 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 29, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 1,600 218 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 14, 2026
Fee-Only Financial Planning, L.C. History No change 1,600 218 0.12% 0.12% 675 0 0.0% Q2 2026 Jul 29, 2026
Octavia Wealth Advisors, LLC History No change 1,580 215 0.02% 0.02% 676 0 0.0% Q2 2026 Jul 14, 2026
Meridian Financial Advisors, LLC History No change 1,576 215 0.1% 0.1% 677 0 0.0% Q2 2026 Jul 22, 2026
Fiduciary Alliance LLC History No change 1,570 214 0.01% 0.01% 678 0 0.0% Q2 2026 Jul 20, 2026
Embree Financial Group History No change 1,573 214 0.02% 0.02% 679 0 0.0% Q2 2026 Jul 15, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 1,562 213 0.02% 0.02% 680 0 0.0% Q2 2026 Jul 16, 2026
Vann Equity Management LLC History Added to 1,660 212 0.13% 0.13% 682 +33 2.03% Q3 2026 Oct 07, 2026
Grey Fox Wealth Advisors, LLC History No change 1,554 212 0.03% 0.03% 681 0 0.0% Q2 2026 Jul 17, 2026
SG Americas Securities, LLC History No change 1,542 211 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 07, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,547 211 0.09% 0.09% 684 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Reduced 1,646 210 0.0% 0.01% 685 -741 -31.04% Q3 2026 Oct 08, 2026
Investment Advisory Group, LLC History No change 1,537 210 0.05% 0.05% 686 0 0.0% Q2 2026 Aug 06, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 1,538 210 0.09% 0.09% 687 0 0.0% Q2 2026 Jul 13, 2026
VSM Wealth Advisory, LLC History No change 1,539 210 0.06% 0.06% 688 0 0.0% Q2 2026 Jul 22, 2026
Jacobs Equity LLC History No change 1,538 210 0.15% 0.15% 689 0 0.0% Q2 2026 Aug 14, 2026
Whalen Wealth Management Inc. History New 1,629 208 0.09% — 693 +1,629 New Q3 2026 Oct 08, 2026
LaFleur & Godfrey LLC History No change 1,524 208 0.02% 0.02% 690 0 0.0% Q2 2026 Jul 15, 2026
Commonwealth Financial Services, LLC History No change 1,522 208 0.03% 0.03% 691 0 0.0% Q2 2026 Jul 15, 2026
Sovereign Financial Group, Inc. History No change 1,523 208 0.03% 0.03% 692 0 0.0% Q2 2026 Jul 24, 2026
Mesirow Financial Investment Management, Inc. History No change 1,512 206 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 22, 2026
Glenview Trust Co History No change 1,511 206 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 18, 2026
HighMark Wealth Management LLC History No change 1,512 206 0.07% 0.07% 696 0 0.0% Q2 2026 Aug 12, 2026
Genesis Financial Group, LLC History No change 1,511 206 0.13% 0.13% 697 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,500 205 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 10, 2026
Dana Investment Advisors, Inc. History No change 1,504 205 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 13, 2026
Storen Legacy Partners, LLC History No change 1,506 205 0.06% 0.06% 700 0 0.0% Q2 2026 Jul 17, 2026
D. E. Shaw & Co., Inc. History No change 1,498 204 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 1,498 204 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 11, 2026
Diversified Portfolios, Inc. History No change 1,496 204 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 04, 2026
COREPATH WEALTH PARTNERS LLC History No change 1,526 202 0.13% 0.13% 704 0 0.0% Q2 2026 Jul 09, 2026
Axim Planning & Wealth History No change 1,482 202 0.28% 0.28% 705 0 0.0% Q2 2026 Aug 13, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 1,481 202 0.13% 0.13% 706 0 0.0% Q2 2026 Aug 13, 2026
FIRST INTERSTATE BANK History No change 1,476 201 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 24, 2026
Sunesis Advisors, LLC History No change 1,474 201 0.08% 0.08% 708 0 0.0% Q2 2026 Jul 10, 2026
FIRST CITIZENS BANK & TRUST CO History No change 1,467 200 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 13, 2026
E&G Advisors, LLC History No change 1,470 200 0.04% 0.04% 710 0 0.0% Q2 2026 Jul 23, 2026
Wealthquest Corp History No change 1,463 200 0.01% 0.01% 711 0 0.0% Q2 2026 Jul 23, 2026
Trivium Point Advisory, LLC History No change 1,467 200 0.02% 0.02% 712 0 0.0% Q2 2026 Aug 06, 2026
Synergy Investment Management, LLC History No change 1,456 199 0.05% 0.05% 713 0 0.0% Q2 2026 Aug 14, 2026
Dogwood Wealth Management LLC History No change 1,456 199 0.08% 0.08% 714 0 0.0% Q2 2026 Jul 06, 2026
MONTAG A & ASSOCIATES INC History No change 1,367 186 0.01% 0.01% 715 0 0.0% Q2 2026 Aug 05, 2026
Westside Investment Management, Inc. History No change 1,354 185 0.02% 0.02% 716 0 0.0% Q2 2026 Jul 27, 2026
Archer Investment Corp History No change 1,345 183 0.04% 0.04% 717 0 0.0% Q2 2026 Aug 03, 2026
GAMMA Investing LLC History No change 1,418 181 0.01% 0.01% 718 0 0.0% Q3 2026 Oct 08, 2026
Oakworth Capital, Inc. History No change 1,314 179 0.01% 0.01% 719 0 0.0% Q2 2026 Jul 22, 2026
Financial Life Planners History No change 1,254 171 0.11% 0.11% 720 0 0.0% Q2 2026 Jul 21, 2026
Copia Wealth Management History No change 1,255 171 0.1% 0.1% 721 0 0.0% Q2 2026 Aug 17, 2026
HM PAYSON & CO History No change 1,248 170 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 17, 2026
Insight Inv LLC History No change 1,238 169 0.08% 0.08% 723 0 0.0% Q2 2026 Jul 23, 2026
NBT BANK, N.A. History No change 1,221 166 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 1,209 165 0.01% 0.01% 725 0 0.0% Q2 2026 Jul 28, 2026
Harbor Asset Planning, Inc. History No change 1,200 163 0.12% 0.12% 726 0 0.0% Q2 2026 Jul 22, 2026
ATWOOD & PALMER INC History No change 1,271 162 0.01% 0.01% 727 0 0.0% Q3 2026 Oct 08, 2026
Longview Financial Advisors LLC History No change 1,173 160 0.08% 0.08% 728 0 0.0% Q2 2026 Jul 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,159 158 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 13, 2026
Evergreen Private Wealth LLC History No change 1,136 155 0.06% 0.06% 730 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 1,125 153 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 03, 2026
SHP Wealth Management History No change 1,118 152 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 1,090 148 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 27, 2026
Continuum Advisory, LLC History No change 1,088 148 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,057 144 0.0% 0.0% 735 0 0.0% Q2 2026 Jul 14, 2026
Horizon Investments, LLC History No change 1,056 144 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 1,000 136 0.02% 0.02% 737 0 0.0% Q2 2026 Aug 11, 2026
Cordant, Inc. History No change 984 134 0.05% 0.05% 738 0 0.0% Q2 2026 Jul 14, 2026
Walsh & Associates, LLC History No change 975 133 0.11% 0.11% 739 0 0.0% Q2 2026 Jul 21, 2026
DUNCKER STREETT & CO INC History No change 923 126 0.02% 0.02% 740 0 0.0% Q2 2026 Jul 28, 2026
Arlington Trust Co LLC History No change 915 125 0.01% 0.01% 741 0 0.0% Q2 2026 Jul 07, 2026
Ancora Advisors LLC History No change 905 123 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 893 121 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 12, 2026
EASTERN BANK History Added to 922 118 0.0% 0.0% 744 +772 514.67% Q3 2026 Oct 05, 2026
Coastline Trust Co History Reduced 883 113 0.01% 0.02% 745 -519 -37.02% Q3 2026 Oct 01, 2026
Moisand Fitzgerald Tamayo, LLC History No change 829 113 0.01% 0.01% 746 0 0.0% Q2 2026 Jul 13, 2026
Princeton Global Asset Management LLC History No change 824 112 0.02% 0.02% 747 0 0.0% Q2 2026 Jul 16, 2026
Tidemark, LLC History No change 820 112 0.03% 0.03% 748 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 820 112 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 14, 2026
Hilton Head Capital Partners, LLC History No change 819 111 0.06% 0.06% 750 0 0.0% Q2 2026 Jul 27, 2026
Orion Capital Management LLC History No change 804 109 0.03% 0.03% 751 0 0.0% Q2 2026 Aug 17, 2026
Anchor Investment Management, LLC History No change 784 107 0.01% 0.01% 752 0 0.0% Q2 2026 Sep 15, 2026
Hilltop National Bank History No change 780 106 0.02% 0.02% 753 0 0.0% Q2 2026 Jul 01, 2026
Biltmore Family Office, LLC History No change 768 104 0.01% 0.01% 754 0 0.0% Q2 2026 Aug 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 740 101 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 10, 2026
Washington Trust Advisors, Inc. History No change 694 94 0.01% 0.01% 756 0 0.0% Q2 2026 Jul 29, 2026
Smithfield Trust Co History No change 668 91 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 05, 2026
COUNTRY TRUST BANK History No change 659 90 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 15, 2026
Russell Investments Group, Ltd. History No change 656 89 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 644 88 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 06, 2026
Institute for Wealth Management, LLC. History No change 651 88 0.01% 0.01% 761 0 0.0% Q2 2026 Jul 28, 2026
Concord Wealth Partners History No change 643 87 0.01% 0.01% 762 0 0.0% Q2 2026 Jul 27, 2026
Kings Path Partners LLC History No change 608 83 0.02% 0.02% 763 0 0.0% Q2 2026 Jul 14, 2026
Glassman Wealth Services History No change 571 78 0.01% 0.01% 764 0 0.0% Q2 2026 Aug 05, 2026
Global Trust Asset Management, LLC History No change 565 77 0.02% 0.02% 765 0 0.0% Q2 2026 Aug 03, 2026
Measured Wealth Private Client Group, LLC History No change 562 76 0.02% 0.02% 766 0 0.0% Q2 2026 Aug 10, 2026
Vanguard National Trust Co History No change 558 76 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Reduced 591 75 0.0% 0.02% 768 -4,388 -88.13% Q3 2026 Oct 08, 2026
Powell Investment Advisors, LLC History No change 533 72 0.02% 0.02% 769 0 0.0% Q2 2026 Jul 28, 2026
JTC Employer Solutions Trustee Ltd History No change 526 72 0.01% 0.01% 770 0 0.0% Q2 2026 Jul 31, 2026
Topsail Wealth Management, LLC History No change 532 72 0.01% 0.01% 771 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 550 70 0.0% 0.0% 772 0 0.0% Q3 2026 Oct 09, 2026
Napier Financial, LLC History No change 501 68 0.01% 0.01% 773 0 0.0% Q2 2026 Jul 31, 2026
Regatta Research & Money Management History No change 500 68 0.06% 0.06% 774 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 493 67 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 24, 2026
Granite Investment Partners, LLC History No change 481 65 0.0% 0.0% 776 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Advisors History No change 476 65 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 465 63 0.0% 0.0% 778 0 0.0% Q2 2026 Jul 31, 2026
Front Row Advisors LLC History No change 450 62 0.02% 0.02% 779 0 0.0% Q2 2026 Aug 13, 2026
Seneschal Advisors, LLC History No change 459 62 0.04% 0.04% 780 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 452 61 0.0% 0.0% 781 0 0.0% Q2 2026 Jul 22, 2026
Robinswood Financial LLC History No change 433 59 0.02% 0.02% 782 0 0.0% Q2 2026 Jul 14, 2026
Capital Investment Advisory Services, LLC History No change 431 58 0.0% 0.0% 783 0 0.0% Q2 2026 Jul 23, 2026
Brooklyn FI, LLC History No change 426 58 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 04, 2026
Grove Bank & Trust History No change 450 57 0.01% 0.01% 785 0 0.0% Q3 2026 Oct 08, 2026
Essential Partners LLC History No change 424 57 0.03% 0.03% 786 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 405 55 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 400 54 0.01% 0.01% 788 0 0.0% Q2 2026 Aug 05, 2026
Millstone Evans Group, LLC History No change 388 53 0.03% 0.03% 789 0 0.0% Q2 2026 Aug 11, 2026
Sankala Group LLC History No change 385 53 0.04% 0.04% 790 0 0.0% Q2 2026 Aug 18, 2026
First PREMIER Bank History No change 370 51 0.01% 0.01% 791 0 0.0% Q2 2026 Jul 15, 2026
Sage Mountain Advisors LLC History No change 377 51 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 05, 2026
Cape Investment Advisory, Inc. History No change 374 51 0.01% 0.01% 793 0 0.0% Q2 2026 Jul 23, 2026
Caldwell Trust Co History No change 376 51 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 03, 2026
JPL Wealth Management, LLC History No change 367 50 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 350 47 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD ADVISERS INC History No change 334 45 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 332 45 0.0% 0.0% 798 0 0.0% Q2 2026 Jul 22, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 320 43 0.01% 0.01% 799 0 0.0% Q2 2026 Sep 02, 2026
Independence Bank of Kentucky History No change 318 43 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 13, 2026
Fortis Group Advisors, LLC History No change 317 43 0.01% 0.01% 801 0 0.0% Q2 2026 Jul 24, 2026
Abound Wealth Management History No change 318 43 0.01% 0.01% 802 0 0.0% Q2 2026 Jul 10, 2026
Trifecta Capital Advisors, LLC History No change 320 43 0.01% 0.01% 803 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Investment Partners, Inc. History No change 310 42 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 303 41 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 16, 2026
Medallion Wealth Advisors, LLC History No change 300 41 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 293 40 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 27, 2026
N.E.W. Advisory Services LLC History No change 290 39 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 279 38 0.03% 0.03% 809 0 0.0% Q2 2026 Aug 11, 2026
Monetary Solutions, Ltd History No change 276 37 0.03% 0.03% 810 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Counsel, Inc History No change 268 36 0.0% 0.0% 811 0 0.0% Q2 2026 Jul 27, 2026
Fairman Group, LLC History No change 267 36 0.03% 0.03% 812 0 0.0% Q2 2026 Aug 04, 2026
DEUTSCHE BANK AG\ History No change 250 34 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 07, 2026
Ulland Investment Advisors, LLC History No change 250 34 0.03% 0.03% 814 0 0.0% Q2 2026 Jul 16, 2026
Palouse Capital Management, Inc. History No change 244 33 0.02% 0.02% 815 0 0.0% Q2 2026 Jul 08, 2026
ASSETMARK, INC History No change 240 32 0.0% 0.0% 816 0 0.0% Q2 2026 Jul 30, 2026
Triumph Capital Management History No change 236 32 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 20, 2026
Strategic Wealth Partners, Ltd. History No change 227 31 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Financial Management LLC History No change 227 31 0.02% 0.02% 819 0 0.0% Q2 2026 Aug 28, 2026
SIGNATUREFD, LLC History No change 225 30 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 23, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 224 30 0.02% 0.02% 821 0 0.0% Q2 2026 Aug 10, 2026
Merrithew & Thorsten Inc History No change 222 30 0.03% 0.03% 822 0 0.0% Q2 2026 Jul 31, 2026
Bullock Wealth Management Group History Added to 226 29 0.01% 0.01% 825 +1 0.44% Q3 2026 Oct 09, 2026
BARCLAYS PLC History No change 215 29 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 14, 2026
Corsicana & Co. History No change 216 29 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 24, 2026
Founders Capital Management History No change 207 28 0.01% 0.01% 826 0 0.0% Q2 2026 Jul 21, 2026
Hughes Financial Services, LLC History No change 211 28 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 20, 2026
ABOUND FINANCIAL, LLC History No change 200 27 0.01% 0.01% 828 0 0.0% Q2 2026 Aug 14, 2026
United Financial Planning Group LLC History No change 199 27 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 180 24 0.0% 0.0% 830 0 0.0% Q2 2026 Jul 22, 2026
Rice Partnership, LLC History No change 174 23 0.0% 0.0% 831 0 0.0% Q2 2026 Jul 29, 2026
Noble Wealth Management PBC History No change 180 23 0.01% 0.01% 832 0 0.0% Q3 2026 Oct 01, 2026
LOWE BROCKENBROUGH & CO INC History No change 164 22 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 03, 2026
Advocate Investing Services LLC History No change 158 21 0.02% 0.02% 834 0 0.0% Q2 2026 Jul 28, 2026
FIRST UNITED BANK & TRUST History No change 150 20 0.01% 0.01% 835 0 0.0% Q2 2026 Jul 20, 2026
TUCKER ASSET MANAGEMENT LLC History No change 142 19 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 27, 2026
Indiana Trust & Investment Management Co History No change 128 17 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 22, 2026
Wagner Wealth Management, LLC History No change 126 17 0.0% 0.0% 838 0 0.0% Q2 2026 Jul 24, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 130 17 0.0% 0.0% 839 0 0.0% Q2 2026 Jul 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 118 16 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Reduced 118 15 0.0% 0.0% 841 -84 -41.58% Q3 2026 Oct 02, 2026
Golden State Wealth Management, LLC History No change 111 15 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 22, 2026
Pacifica Partners Inc. History No change 118 15 0.0% 0.0% 843 0 0.0% Q3 2026 Oct 08, 2026
DiNuzzo Private Wealth, Inc. History No change 110 15 0.0% 0.0% 844 0 0.0% Q2 2026 Jul 10, 2026
Towne Trust Company, N.A History No change 100 13 0.0% 0.0% 845 0 0.0% Q2 2026 Jul 30, 2026
Cordgrass Capital Advisors, LLC History No change 100 13 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 06, 2026
NorthAvenue LLC History No change 102 13 0.01% 0.01% 847 0 0.0% Q2 2026 Jul 21, 2026
MTM Investment Management, LLC History No change 90 12 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 03, 2026
SIMA Wealth Partners, LLC History No change 89 12 0.01% 0.01% 849 0 0.0% Q2 2026 Jul 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 84 11 0.0% 0.0% 850 0 0.0% Q2 2026 Jul 08, 2026
SITTNER & NELSON, LLC History No change 81 11 0.0% 0.0% 851 0 0.0% Q2 2026 Aug 07, 2026
Principia Wealth Advisory, LLC History No change 83 11 0.01% 0.01% 852 0 0.0% Q2 2026 Aug 26, 2026
PROFFITT & GOODSON INC History No change 75 10 0.0% 0.0% 853 0 0.0% Q2 2026 Jul 22, 2026
TRUST CO OF VERMONT History No change 77 10 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 68 9 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 05, 2026
Crewe Advisors LLC History No change 66 9 0.0% 0.0% 856 0 0.0% Q2 2026 Jul 23, 2026
Atomic Invest LLC History No change 72 9 0.0% 0.0% 857 0 0.0% Q2 2026 Sep 25, 2026
BALLAST ADVISORS LLC History No change 60 8 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 60 8 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 11, 2026
Imprint Wealth LLC History No change 62 8 0.03% 0.03% 860 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Wealth Management, LLC History No change 61 8 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 30, 2026
Bogart Wealth, LLC History No change 52 7 0.0% 0.0% 862 0 0.0% Q2 2026 Jul 24, 2026
Winthrop Capital Management, LLC History No change 53 7 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 13, 2026
EPG Wealth Management LLC History No change 50 6 0.0% 0.0% 864 0 0.0% Q2 2026 Jul 28, 2026
RMG Wealth Management LLC History No change 47 6 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 13, 2026
Bank of New Hampshire History No change 52 6 0.0% 0.0% 866 0 0.0% Q3 2026 Oct 06, 2026
Tradewinds Capital Management, LLC History No change 35 4 0.0% 0.0% 867 0 0.0% Q2 2026 Jul 23, 2026
First Command Advisory Services, Inc. History No change 30 4 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 10, 2026
Realta Investment Advisors History No change 30 4 0.0% 0.0% 869 0 0.0% Q2 2026 Jul 20, 2026
VIMA LLC History No change 30 4 0.0% 0.0% 870 0 0.0% Q2 2026 Jul 24, 2026
Portfolio Resources Advisor Group, Inc. History No change 34 4 0.0% 0.0% 871 0 0.0% Q2 2026 Jul 29, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 22 3 0.0% 0.0% 872 0 0.0% Q2 2026 Jul 24, 2026
NVWM, LLC History No change 24 3 0.0% 0.0% 873 0 0.0% Q2 2026 Jul 28, 2026
Dunhill Financial, LLC History No change 25 3 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 07, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 26 3 0.0% 0.0% 875 0 0.0% Q2 2026 Aug 11, 2026
Nvest Wealth Strategies, Inc. History No change 26 3 0.0% 0.0% 876 0 0.0% Q2 2026 Jul 10, 2026
MassMutual Private Wealth & Trust, FSB History No change 17 2 0.0% 0.0% 877 0 0.0% Q3 2026 Oct 05, 2026
Pinnacle Bancorp, Inc. History No change 20 2 0.0% 0.0% 878 0 0.0% Q2 2026 Jul 28, 2026
Register Financial Advisors LLC History No change 21 2 0.0% 0.0% 879 0 0.0% Q2 2026 Jul 15, 2026
Graney & King, LLC History No change 21 2 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Advisors LLC History No change 24 2 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 07, 2026
Piedmont Capital Management, LLC/NC History No change 21 2 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 5 1 0.0% 0.0% 883 0 0.0% Q2 2026 Jul 24, 2026
Kozak & Associates, Inc. History No change 14 1 0.0% 0.0% 884 0 0.0% Q2 2026 Jul 02, 2026
TIAA Wealth Investment Management LLC History No change 13 1 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 10, 2026
Financial Gravity Companies, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
KERR FINANCIAL PLANNING Corp History No change 5 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026