iSHARES TRUST - IJT

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 3,174,467 566,960 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 2,049,349 366,013 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,862,555 332,652 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 1,119,852 200,005 0.31% 0.31% 4 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 1,094,482 195,474 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,056,380 188,669 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 919,460 164,215 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 833,353 148,836 0.07% 0.07% 8 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 764,942 136,618 0.07% 0.07% 9 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 552,733 98,718 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 503,632 89,949 0.26% 0.26% 11 0 0.0% Q2 2026 Aug 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 486,724 86,928 0.11% 0.11% 12 0 0.0% Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History No change 433,131 76,543 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 408,157 72,912 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 362,011 64,655 0.06% 0.06% 15 0 0.0% Q2 2026 Aug 05, 2026
GLENMEDE TRUST CO NA History No change 351,350 62,751 0.28% 0.28% 16 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 348,502 62,242 0.07% 0.07% 17 0 0.0% Q2 2026 Jul 28, 2026
ROYAL BANK OF CANADA History No change 335,412 59,905 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 308,932 55,199 0.06% 0.06% 19 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 300,536 53,675 0.06% 0.06% 20 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 282,475 50,449 0.01% 0.01% 21 0 0.0% Q2 2026 Sep 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 259,022 45,687 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
Beaumont Financial Advisors, LLC History No change 249,525 44,565 2.84% 2.84% 23 0 0.0% Q2 2026 Aug 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 229,363 40,964 0.3% 0.3% 24 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 204,482 36,520 0.06% 0.06% 25 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 199,352 35,604 0.24% 0.24% 26 0 0.0% Q2 2026 Aug 10, 2026
Falcon Wealth Planning History No change 182,834 32,654 2.06% 2.06% 27 0 0.0% Q2 2026 Jul 13, 2026
AlphaCore Capital LLC History No change 182,053 32,514 0.6% 0.6% 28 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 176,832 31,582 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 12, 2026
Heartwood Wealth Advisors LLC History Reduced 196,760 31,546 2.49% 2.74% 30 -436 -0.22% Q3 2026 Oct 05, 2026
Focus Partners Wealth History No change 175,674 31,375 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 12, 2026
Schneider Downs Wealth Management Advisors, LP History No change 169,475 30,268 2.84% 2.84% 32 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 164,793 29,431 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 156,039 27,868 1.02% 1.02% 34 0 0.0% Q2 2026 Jul 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 149,045 26,619 0.29% 0.29% 35 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 139,080 24,839 0.23% 0.23% 36 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 132,675 23,695 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 13, 2026
Pacific Life Fund Advisors LLC History No change 131,406 23,469 2.58% 2.58% 38 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Financial Partners, Inc. History No change 128,295 22,913 0.16% 0.16% 39 0 0.0% Q2 2026 Aug 14, 2026
Sterling Financial Planning, Inc. History No change 128,012 22,863 6.22% 6.22% 40 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 124,135 22,171 0.12% 0.12% 41 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 122,895 21,950 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 118,034 21,080 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 27, 2026
Creative Planning History No change 115,133 20,562 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 13, 2026
Probity Advisors, Inc. History No change 110,713 19,773 2.83% 2.83% 45 0 0.0% Q2 2026 Jul 31, 2026
INSPIRE TRUST CO, N.A. History No change 110,000 19,646 2.7% 2.7% 46 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 101,601 18,146 0.07% 0.07% 47 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 101,162 18,067 0.34% 0.34% 48 0 0.0% Q2 2026 Aug 10, 2026
Palisades Hudson Asset Management, L.P. History No change 96,350 17,208 6.02% 6.02% 49 0 0.0% Q2 2026 Aug 07, 2026
Texas Yale Capital Corp. History No change 94,971 16,961 0.37% 0.37% 50 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 94,470 16,872 0.06% 0.06% 51 0 0.0% Q2 2026 Jul 28, 2026
RTD Financial Advisors, Inc. History No change 88,653 15,833 1.73% 1.73% 52 0 0.0% Q2 2026 Jul 13, 2026
Equitable Holdings, Inc. History No change 88,324 15,774 0.09% 0.09% 53 0 0.0% Q2 2026 Aug 17, 2026
Cresset Asset Management, LLC History No change 86,561 15,459 0.06% 0.06% 54 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 84,506 15,092 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 82,734 14,776 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 05, 2026
Lido Advisors, LLC History No change 81,566 14,567 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 81,033 14,472 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 75,202 13,431 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 72,593 12,965 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 70,848 12,653 0.08% 0.08% 61 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 69,602 12,430 0.04% 0.04% 62 0 0.0% Q2 2026 Jul 28, 2026
Financial Engines Advisors L.L.C. History No change 69,248 12,367 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 68,525 12,237 1.4% 1.4% 64 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisors, Ltd. LLC History No change 67,084 11,981 1.21% 1.21% 65 0 0.0% Q2 2026 Jul 16, 2026
US BANCORP \DE\ History No change 66,197 11,822 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 66,055 11,797 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 65,824 11,756 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 19, 2026
Cambridge Investment Research Advisors, Inc. History No change 65,557 11,708 0.03% 0.03% 69 0 0.0% Q2 2026 Jul 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 64,682 11,552 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Rodgers & Associates, LTD History No change 64,535 11,526 1.05% 1.05% 71 0 0.0% Q2 2026 Jul 21, 2026
FRANKLIN RESOURCES INC History No change 63,999 11,430 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
PITTENGER & ANDERSON INC History No change 63,450 11,332 0.41% 0.41% 73 0 0.0% Q2 2026 Jul 27, 2026
Prospera Financial Services Inc History No change 63,402 11,325 0.16% 0.16% 74 0 0.0% Q2 2026 Jul 15, 2026
DEUTSCHE BANK AG\ History No change 62,510 11,164 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 07, 2026
Financial Advisors Network, Inc. History No change 60,086 10,731 1.32% 1.32% 76 0 0.0% Q2 2026 Aug 14, 2026
Cordatus Wealth Management LLC History No change 59,609 10,646 2.34% 2.34% 77 0 0.0% Q2 2026 Jul 29, 2026
Concurrent Investment Advisors, LLC History No change 58,134 10,382 0.09% 0.09% 78 0 0.0% Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History No change 57,390 10,249 0.51% 0.51% 79 0 0.0% Q2 2026 Jul 10, 2026
Salomon & Ludwin, LLC History No change 59,814 10,244 0.84% 0.84% 80 0 0.0% Q2 2026 Aug 07, 2026
Bank of New York Mellon Corp History No change 56,839 10,151 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 06, 2026
StoryOne LLC History No change 53,324 9,523 4.5% 4.5% 82 0 0.0% Q2 2026 Jul 24, 2026
Compound Planning, Inc. History No change 53,150 9,492 0.25% 0.25% 83 0 0.0% Q2 2026 Aug 04, 2026
PW Nova Financial Services LLC History No change 52,000 9,287 1.99% 1.99% 84 0 0.0% Q2 2026 Jul 29, 2026
Sigma Planning Corp History No change 50,908 9,092 0.23% 0.23% 85 0 0.0% Q2 2026 Aug 07, 2026
Ifrah Financial Services, Inc. History No change 50,548 9,027 2.2% 2.2% 86 0 0.0% Q2 2026 Jul 21, 2026
Clayton Financial Group LLC History No change 47,914 8,557 4.73% 4.73% 87 0 0.0% Q2 2026 Jul 20, 2026
Blue Edge Capital, LLC History No change 44,864 8,012 0.96% 0.96% 88 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 43,936 7,846 0.11% 0.11% 89 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 43,847 7,831 0.1% 0.1% 90 0 0.0% Q2 2026 Aug 13, 2026
Independence Financial Advisors, LLC History No change 43,314 7,735 2.01% 2.01% 91 0 0.0% Q2 2026 Jul 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 42,440 7,579 0.21% 0.21% 92 0 0.0% Q2 2026 Aug 10, 2026
Cottage Street Advisors LLC History No change 42,434 7,571 2.93% 2.93% 93 0 0.0% Q2 2026 Jul 20, 2026
Accretive Wealth Partners, LLC History No change 41,610 7,431 1.81% 1.81% 94 0 0.0% Q2 2026 Jul 29, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 40,897 7,304 0.08% 0.08% 95 0 0.0% Q2 2026 Aug 14, 2026
NORDEN GROUP LLC History No change 40,837 7,293 0.6% 0.6% 96 0 0.0% Q2 2026 Jul 29, 2026
Chicago Partners Investment Group LLC History No change 42,054 7,221 0.14% 0.14% 97 0 0.0% Q2 2026 Jul 29, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 39,658 7,083 0.26% 0.26% 98 0 0.0% Q2 2026 Aug 13, 2026
Centerpoint Advisors, LLC History No change 39,575 7,068 2.01% 2.01% 99 0 0.0% Q2 2026 Aug 05, 2026
Sowell Financial Services LLC History No change 39,094 6,982 0.23% 0.23% 100 0 0.0% Q2 2026 Jul 17, 2026
Arkadios Wealth Advisors History No change 37,336 6,668 0.1% 0.1% 101 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 36,780 6,568 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
Azimuth Capital Investment Management LLC History No change 36,670 6,549 0.22% 0.22% 103 0 0.0% Q2 2026 Aug 12, 2026
SOA Wealth Advisors, LLC. History No change 35,464 6,333 1.06% 1.06% 104 0 0.0% Q2 2026 Jul 21, 2026
Asset Management Group, Inc. History No change 35,060 6,261 0.92% 0.92% 105 0 0.0% Q2 2026 Aug 14, 2026
San Luis Wealth Advisors LLC History No change 35,009 6,252 0.94% 0.94% 106 0 0.0% Q2 2026 Jul 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 34,880 6,079 0.01% 0.01% 107 0 0.0% Q2 2026 Jul 15, 2026
Taylor Financial Group, Inc. History No change 33,671 6,013 3.31% 3.31% 108 0 0.0% Q2 2026 Jul 24, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 33,603 6,001 1.35% 1.35% 109 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 33,140 5,919 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 32,879 5,872 0.03% 0.03% 111 0 0.0% Q2 2026 Jul 27, 2026
MMA ASSET MANAGEMENT LLC History No change 32,748 5,848 1.86% 1.86% 112 0 0.0% Q2 2026 Aug 04, 2026
Veratis Advisors, Inc. History No change 31,660 5,654 4.0% 4.0% 113 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 30,438 5,436 0.03% 0.03% 114 0 0.0% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History No change 30,337 5,418 0.03% 0.03% 115 0 0.0% Q2 2026 Jul 20, 2026
Guidance Point Advisors, LLC History No change 30,314 5,415 1.14% 1.14% 116 0 0.0% Q2 2026 Jul 31, 2026
First Citizens Financial Corp History Reduced 32,763 5,252 2.21% 2.46% 117 -168 -0.51% Q3 2026 Oct 02, 2026
PINNACLE ASSOCIATES LTD History No change 29,380 5,247 0.06% 0.06% 118 0 0.0% Q2 2026 Aug 03, 2026
NATIXIS ADVISORS, LLC History No change 29,291 5,231 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
Neumann Capital Management, LLC History No change 29,240 5,222 3.45% 3.45% 120 0 0.0% Q2 2026 Jul 10, 2026
BFSG, LLC History No change 28,965 5,173 0.46% 0.46% 121 0 0.0% Q2 2026 Jul 20, 2026
NORTHERN TRUST CORP History No change 28,943 5,169 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 28,840 5,150 0.11% 0.11% 123 0 0.0% Q2 2026 Jul 28, 2026
&PARTNERS History No change 28,704 5,128 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 28,544 5,098 0.17% 0.17% 125 0 0.0% Q2 2026 Jul 31, 2026
Councilor Wealth, LLC History No change 28,440 5,079 2.05% 2.05% 126 0 0.0% Q2 2026 Jul 21, 2026
LTG Capital LLC History No change 28,348 5,062 3.39% 3.39% 127 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 28,261 5,047 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 12, 2026
GREENLEAF TRUST History No change 28,248 5,045 0.05% 0.05% 129 0 0.0% Q2 2026 Jul 21, 2026
Mesirow Financial Investment Management, Inc. History No change 27,766 4,959 0.08% 0.08% 130 0 0.0% Q2 2026 Jul 22, 2026
Stone Wealth Partners History No change 26,920 4,807 3.51% 3.51% 131 0 0.0% Q2 2026 Jul 16, 2026
FIRST HORIZON CORP History No change 26,440 4,722 0.18% 0.18% 132 0 0.0% Q2 2026 Jul 20, 2026
Beacon Pointe Advisors, LLC History No change 25,824 4,612 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 18, 2026
Crestwood Advisors Group, LLC History No change 25,392 4,535 0.07% 0.07% 134 0 0.0% Q2 2026 Aug 03, 2026
1834 INVESTMENT ADVISORS CO History No change 24,159 4,314 0.49% 0.49% 135 0 0.0% Q2 2026 Jul 30, 2026
Savant Capital, LLC History No change 23,936 4,276 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 10, 2026
D.A. DAVIDSON & CO. History No change 23,856 4,260 0.02% 0.02% 137 0 0.0% Q2 2026 Jul 24, 2026
ASSOCIATED BANC-CORP History No change 22,949 4,098 0.1% 0.1% 138 0 0.0% Q2 2026 Jul 31, 2026
Sanctuary Advisors, LLC History No change 22,903 4,090 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 13, 2026
Baring Financial LLC History No change 22,826 4,076 2.24% 2.24% 140 0 0.0% Q2 2026 Jul 08, 2026
PACIFIC SUN FINANCIAL CORP History No change 22,596 4,035 1.66% 1.66% 141 0 0.0% Q2 2026 Aug 07, 2026
STEVENS CAPITAL PARTNERS History No change 21,918 3,914 0.74% 0.74% 142 0 0.0% Q2 2026 Aug 07, 2026
M1 Capital Management LLC History No change 21,904 3,912 1.44% 1.44% 143 0 0.0% Q2 2026 Aug 11, 2026
BKM Wealth Management, LLC History No change 21,580 3,854 1.36% 1.36% 144 0 0.0% Q2 2026 Jul 29, 2026
VICTORY FINANCIAL GROUP, LLC History No change 21,518 3,843 0.4% 0.4% 145 0 0.0% Q2 2026 Jul 28, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 21,232 3,791 0.48% 0.48% 146 0 0.0% Q2 2026 Aug 25, 2026
HUNTINGTON NATIONAL BANK History No change 21,028 3,755 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 20,979 3,746 0.02% 0.02% 148 0 0.0% Q2 2026 Sep 08, 2026
COURIER CAPITAL LLC History No change 20,524 3,665 0.18% 0.18% 149 0 0.0% Q2 2026 Jul 16, 2026
Bluespring Wealth Management, LLC History No change 20,280 3,621 0.07% 0.07% 150 0 0.0% Q2 2026 Aug 11, 2026
John A. Wolfe & Associates, Inc. History No change 19,744 3,526 4.86% 4.86% 151 0 0.0% Q2 2026 Jul 29, 2026
Quotient Wealth Partners, LLC History No change 19,199 3,428 0.08% 0.08% 152 0 0.0% Q2 2026 Aug 03, 2026
Broadview Financial Management, LLC History No change 18,931 3,381 2.06% 2.06% 153 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 18,870 3,370 0.21% 0.21% 154 0 0.0% Q2 2026 Jul 30, 2026
Cypress Capital Management LLC (WY) History No change 18,843 3,365 2.81% 2.81% 155 0 0.0% Q2 2026 Aug 06, 2026
MSH Capital Advisors LLC History No change 18,728 3,344 0.58% 0.58% 156 0 0.0% Q2 2026 Aug 10, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 18,356 3,278 1.64% 1.64% 157 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 18,014 3,217 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 17,475 3,120 0.17% 0.17% 159 0 0.0% Q2 2026 Jul 31, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 17,350 3,098 0.7% 0.7% 160 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History No change 17,007 3,037 0.02% 0.02% 161 0 0.0% Q2 2026 Jul 17, 2026
J.W. COLE ADVISORS, INC. History No change 16,946 3,026 0.05% 0.05% 162 0 0.0% Q2 2026 Jul 21, 2026
Quantinno Capital Management LP History No change 16,890 3,016 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
Lee, Kelleher & Klein Wealth Management History No change 16,847 3,008 1.57% 1.57% 164 0 0.0% Q2 2026 Jul 10, 2026
Connecticut Wealth Management, LLC History No change 16,818 3,003 0.11% 0.11% 165 0 0.0% Q2 2026 Jul 29, 2026
Serenity Investment Advisors History No change 17,364 3,001 1.28% 1.28% 166 0 0.0% Q2 2026 Aug 24, 2026
HARBOR ADVISORY CORP /MA/ History No change 16,685 2,979 0.8% 0.8% 167 0 0.0% Q2 2026 Aug 13, 2026
InvesTrust History No change 16,669 2,977 1.15% 1.15% 168 0 0.0% Q2 2026 Jul 14, 2026
Trail Ridge Investment Advisors, LLC History No change 16,632 2,970 1.25% 1.25% 169 0 0.0% Q2 2026 Aug 13, 2026
NorthRock Partners, LLC History No change 16,329 2,916 0.04% 0.04% 170 0 0.0% Q2 2026 Aug 11, 2026
Pathway Financial Advisors LLC History No change 16,037 2,820 0.33% 0.33% 171 0 0.0% Q2 2026 Jul 06, 2026
Ullmann Wealth Partners Group, LLC History No change 15,737 2,810 0.26% 0.26% 172 0 0.0% Q2 2026 Aug 10, 2026
Dominguez Wealth Management Solutions, Inc. History No change 15,727 2,808 1.55% 1.55% 173 0 0.0% Q2 2026 Jul 09, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 15,679 2,800 0.37% 0.37% 174 0 0.0% Q2 2026 Aug 14, 2026
DIVERSIFIED MANAGEMENT INC History No change 15,612 2,788 0.6% 0.6% 175 0 0.0% Q2 2026 Jul 09, 2026
MidFirst Bank History No change 15,594 2,785 0.2% 0.2% 176 0 0.0% Q2 2026 Aug 07, 2026
OneDigital Investment Advisors LLC History No change 15,589 2,784 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 15,374 2,745 0.04% 0.04% 178 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 15,366 2,744 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 05, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 14,973 2,674 0.97% 0.97% 180 0 0.0% Q2 2026 Aug 07, 2026
Capital Squared Financial LLC History No change 14,560 2,600 1.7% 1.7% 181 0 0.0% Q2 2026 Jul 21, 2026
EP Wealth Advisors, LLC History No change 14,383 2,568 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 14,208 2,537 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 03, 2026
SONATA CAPITAL GROUP INC History No change 14,129 2,523 0.81% 0.81% 184 0 0.0% Q2 2026 Jul 24, 2026
Columbia Bank History No change 13,587 2,426 0.54% 0.54% 185 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 13,359 2,385 0.03% 0.03% 186 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 13,154 2,349 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 13,128 2,344 1.06% 1.06% 188 0 0.0% Q2 2026 Aug 07, 2026
Thomasville National Bank History No change 13,096 2,338 0.13% 0.13% 189 0 0.0% Q2 2026 Jul 20, 2026
CITY HOLDING CO History No change 13,035 2,328 0.26% 0.26% 190 0 0.0% Q2 2026 Jul 10, 2026
One Capital Management, LLC History No change 15,996 2,314 0.06% 0.06% 191 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 12,907 2,305 0.02% 0.02% 192 0 0.0% Q2 2026 Jul 27, 2026
BECKER CAPITAL MANAGEMENT INC History No change 12,801 2,286 0.06% 0.06% 193 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 15,581 2,257 0.04% 0.04% 194 0 0.0% Q2 2026 Aug 13, 2026
White Lighthouse Investment Management Inc. History No change 12,559 2,243 0.28% 0.28% 195 0 0.0% Q2 2026 Aug 04, 2026
Regal Investment Advisors LLC History No change 12,328 2,201 0.11% 0.11% 196 0 0.0% Q2 2026 Aug 14, 2026
FIRST MERCHANTS CORP History No change 12,317 2,199 0.08% 0.08% 197 0 0.0% Q2 2026 Jul 15, 2026
Capital Square, LLC History No change 12,272 2,138 0.94% 0.94% 198 0 0.0% Q2 2026 Aug 12, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 11,958 2,135 0.26% 0.26% 199 0 0.0% Q2 2026 Jul 27, 2026
Prime Capital Investment Advisors, LLC History No change 11,889 2,123 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 05, 2026
Novak & Powell Financial Services, Inc. History No change 11,852 2,116 1.0% 1.0% 201 0 0.0% Q2 2026 Aug 11, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 11,697 2,089 0.04% 0.04% 202 0 0.0% Q2 2026 Aug 04, 2026
Sovereign Investment Advisors, LLC History No change 11,684 2,086 0.39% 0.39% 203 0 0.0% Q2 2026 Aug 14, 2026
OARSMAN CAPITAL, INC. History No change 11,653 2,081 0.22% 0.22% 204 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 11,537 2,060 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
Newton One Investments LLC History No change 11,485 2,051 0.52% 0.52% 206 0 0.0% Q2 2026 Jul 22, 2026
Ashton Thomas Private Wealth, LLC History No change 11,410 2,037 0.04% 0.04% 207 0 0.0% Q2 2026 Jul 29, 2026
Ironwood Financial, llc History No change 11,804 2,036 0.32% 0.32% 208 0 0.0% Q2 2026 Jul 17, 2026
Transcendent Capital Group LLC History No change 11,353 2,027 0.79% 0.79% 209 0 0.0% Q2 2026 Aug 05, 2026
BlackRock, Inc. History No change 11,176 1,996 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 07, 2026
Ballentine Partners, LLC History No change 11,116 1,985 0.02% 0.02% 211 0 0.0% Q2 2026 Jul 17, 2026
Moors & Cabot, Inc. History No change 11,020 1,968 0.08% 0.08% 212 0 0.0% Q2 2026 Aug 10, 2026
Cranbrook Wealth Management, LLC History No change 10,901 1,946 0.36% 0.36% 213 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 13,259 1,918 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 10,774 1,906 0.02% 0.02% 215 0 0.0% Q2 2026 Jul 27, 2026
WESBANCO BANK INC History No change 10,631 1,898 0.05% 0.05% 216 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 10,614 1,895 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 11, 2026
LGL PARTNERS, LLC History No change 10,608 1,894 0.69% 0.69% 218 0 0.0% Q2 2026 Jul 27, 2026
CITADEL ADVISORS LLC History No change 10,398 1,857 0.0% 0.0% 219 0 0.0% Q2 2026 Sep 02, 2026
Crusonia Wealth Advisors LLC History No change 10,311 1,841 0.3% 0.3% 220 0 0.0% Q2 2026 Jul 30, 2026
CIBC Bancorp USA Inc. History No change 10,303 1,840 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 10,258 1,832 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 10,230 1,827 0.04% 0.04% 223 0 0.0% Q2 2026 Aug 05, 2026
FIRST HAWAIIAN BANK History No change 10,174 1,817 0.23% 0.23% 224 0 0.0% Q2 2026 Jul 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 10,132 1,809 0.28% 0.28% 225 0 0.0% Q2 2026 Jul 14, 2026
Three Seasons Wealth, LLC History No change 10,129 1,809 0.16% 0.16% 226 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 10,092 1,802 0.02% 0.02% 227 0 0.0% Q2 2026 Jul 20, 2026
Beaumont Asset Management, L.L.C. History No change 9,944 1,775 0.69% 0.69% 228 0 0.0% Q2 2026 Jul 22, 2026
NBT BANK, N.A. History No change 9,733 1,738 0.12% 0.12% 229 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Advisors, LLC History No change 9,690 1,730 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 9,845 1,722 0.03% 0.03% 231 0 0.0% Q2 2026 Jul 27, 2026
Mutual Advisors, LLC History No change 9,469 1,691 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 9,442 1,686 0.08% 0.08% 233 0 0.0% Q2 2026 Jul 23, 2026
Modera Wealth Management, LLC History No change 9,311 1,663 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 03, 2026
PSI Advisors, LLC History No change 9,279 1,657 0.38% 0.38% 235 0 0.0% Q2 2026 Aug 03, 2026
Keystone Financial Group History No change 9,159 1,635 0.1% 0.1% 236 0 0.0% Q2 2026 Jul 29, 2026
PACIFIC FINANCIAL GROUP INC History No change 9,057 1,617 0.78% 0.78% 237 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 9,059 1,617 0.11% 0.11% 238 0 0.0% Q2 2026 Sep 04, 2026
WILLNER & HELLER, LLC History No change 8,982 1,604 1.0% 1.0% 239 0 0.0% Q2 2026 Jul 07, 2026
EFG International AG History No change 8,860 1,582 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 8,745 1,561 0.02% 0.02% 241 0 0.0% Q2 2026 Aug 04, 2026
Merit Financial Group, LLC History No change 8,700 1,553 0.01% 0.01% 242 0 0.0% Q2 2026 Jul 20, 2026
AFT, FORSYTH & COMPANY, INC. History No change 8,679 1,550 0.75% 0.75% 243 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 8,680 1,550 0.03% 0.03% 244 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 8,635 1,542 0.08% 0.08% 245 0 0.0% Q2 2026 Jul 28, 2026
Joel Isaacson & Co., LLC History No change 8,506 1,519 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 04, 2026
Financial Alternatives, Inc History No change 8,407 1,501 0.74% 0.74% 247 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 8,349 1,491 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 8,340 1,489 0.03% 0.03% 249 0 0.0% Q2 2026 Jul 09, 2026
Brookstone Capital Management History No change 8,293 1,481 0.01% 0.01% 250 0 0.0% Q2 2026 Jul 15, 2026
Bragg Financial Advisors, Inc History No change 8,283 1,479 0.04% 0.04% 251 0 0.0% Q2 2026 Aug 12, 2026
VICUS CAPITAL History No change 8,222 1,468 0.09% 0.09% 252 0 0.0% Q2 2026 Aug 05, 2026
Ruggaard & Associates LLC History No change 8,212 1,466 0.53% 0.53% 253 0 0.0% Q2 2026 Aug 17, 2026
Peregrine Asset Advisers, Inc. History No change 8,099 1,446 0.31% 0.31% 254 0 0.0% Q2 2026 Aug 10, 2026
Patten Group, Inc. History No change 7,972 1,423 0.22% 0.22% 255 0 0.0% Q2 2026 Aug 06, 2026
RWA WEALTH PARTNERS, LLC History No change 7,802 1,393 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 07, 2026
Royal Fund Management, LLC History No change 7,691 1,373 0.11% 0.11% 257 0 0.0% Q2 2026 Jul 20, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 7,653 1,366 0.33% 0.33% 258 0 0.0% Q2 2026 Aug 13, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 7,465 1,333 0.23% 0.23% 259 0 0.0% Q2 2026 Aug 10, 2026
Hurley Capital, LLC History No change 7,411 1,323 0.69% 0.69% 260 0 0.0% Q2 2026 Aug 10, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 7,300 1,303 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 7,256 1,295 0.08% 0.08% 262 0 0.0% Q2 2026 Jul 15, 2026
Acropolis Investment Management, LLC History No change 7,208 1,287 0.05% 0.05% 263 0 0.0% Q2 2026 Jul 16, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 7,180 1,282 0.26% 0.26% 264 0 0.0% Q2 2026 Jul 22, 2026
Stratos Wealth Partners, LTD. History No change 7,144 1,276 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 11, 2026
STEPHENS INC /AR/ History No change 7,035 1,256 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,966 1,244 0.01% 0.01% 267 0 0.0% Q2 2026 Jul 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 6,955 1,242 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 6,959 1,242 0.39% 0.39% 269 0 0.0% Q2 2026 Jul 30, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,954 1,242 0.01% 0.01% 270 0 0.0% Q2 2026 Sep 23, 2026
Key FInancial Inc History No change 6,896 1,231 0.2% 0.2% 271 0 0.0% Q2 2026 Jul 24, 2026
Sequent Asset Management, LLC History No change 6,877 1,228 0.52% 0.52% 272 0 0.0% Q2 2026 Jul 21, 2026
Essex Financial Services, Inc. History No change 6,864 1,225 0.06% 0.06% 273 0 0.0% Q2 2026 Aug 10, 2026
Quadcap Wealth Management, LLC History No change 6,853 1,223 0.12% 0.12% 274 0 0.0% Q2 2026 Jul 31, 2026
Tower Research Capital LLC (TRC) History No change 6,830 1,219 0.03% 0.03% 275 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 6,831 1,219 0.04% 0.04% 276 0 0.0% Q2 2026 Aug 11, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 6,804 1,215 0.03% 0.03% 277 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Advisors, LLC History No change 6,738 1,203 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 06, 2026
JNBA Financial Advisors History No change 6,643 1,186 0.09% 0.09% 279 0 0.0% Q2 2026 Jul 23, 2026
MCF Advisors LLC History No change 6,635 1,184 0.04% 0.04% 280 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 6,589 1,176 0.02% 0.02% 281 0 0.0% Q2 2026 Jul 20, 2026
PKS Advisory Services, LLC History No change 6,513 1,163 0.19% 0.19% 282 0 0.0% Q2 2026 Aug 04, 2026
Kingsview Wealth Management, LLC History No change 6,511 1,162 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 18, 2026
Signature Equity Partners, LLC History No change 6,489 1,158 0.53% 0.53% 284 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Investment Group, LLC History No change 6,404 1,143 0.14% 0.14% 285 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 6,371 1,137 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 6,350 1,134 0.03% 0.03% 287 0 0.0% Q2 2026 Jul 20, 2026
PRINCIPAL SECURITIES, INC. History No change 6,181 1,103 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 04, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 6,172 1,102 0.08% 0.08% 289 0 0.0% Q2 2026 Jul 07, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 6,091 1,087 0.25% 0.25% 290 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 6,088 1,087 0.21% 0.21% 291 0 0.0% Q2 2026 Jul 20, 2026
Prospect Financial Services LLC History No change 6,053 1,081 0.55% 0.55% 292 0 0.0% Q2 2026 Aug 06, 2026
Finley Financial, LLC History No change 6,055 1,081 0.44% 0.44% 293 0 0.0% Q2 2026 Jul 08, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 6,244 1,079 0.15% 0.15% 294 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD SECURITIES, INC. History No change 5,883 1,050 0.06% 0.06% 295 0 0.0% Q2 2026 Jul 15, 2026
GUERRA PAN ADVISORS, LLC History No change 5,814 1,038 0.58% 0.58% 296 0 0.0% Q2 2026 Aug 12, 2026
Kendall Capital Management History No change 5,690 1,016 0.17% 0.17% 297 0 0.0% Q2 2026 Aug 12, 2026
Legacy Trust History No change 5,690 1,016 0.18% 0.18% 298 0 0.0% Q2 2026 Jul 31, 2026
Christensen, King & Associates Investment Services, Inc. History No change 5,659 1,010 0.4% 0.4% 299 0 0.0% Q2 2026 Jul 14, 2026
ASPIRIANT, LLC History No change 5,653 1,009 0.02% 0.02% 300 0 0.0% Q2 2026 Jul 20, 2026
Cannon Financial Strategists, Inc. History No change 5,629 1,005 0.11% 0.11% 301 0 0.0% Q2 2026 Aug 07, 2026
NorthAvenue LLC History No change 5,621 1,003 0.72% 0.72% 302 0 0.0% Q2 2026 Jul 21, 2026
MONEY CONCEPTS CAPITAL CORP History No change 5,590 998 0.05% 0.05% 303 0 0.0% Q2 2026 Aug 04, 2026
Private Advisory Group LLC History No change 5,440 971 0.05% 0.05% 304 0 0.0% Q2 2026 Aug 06, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 5,330 951 0.3% 0.3% 305 0 0.0% Q2 2026 Jul 16, 2026
Claro Advisors Inc. History No change 5,327 951 0.1% 0.1% 306 0 0.0% Q2 2026 Jul 30, 2026
Essex Bank History No change 5,240 935 0.2% 0.2% 307 0 0.0% Q2 2026 Jul 23, 2026
Signature Wealth Management Partners, LLC History No change 5,232 934 0.44% 0.44% 308 0 0.0% Q2 2026 Jul 29, 2026
Apollon Wealth Management, LLC History No change 5,198 928 0.01% 0.01% 309 0 0.0% Q2 2026 Jul 22, 2026
Principle Wealth Partners LLC History No change 5,178 924 0.05% 0.05% 310 0 0.0% Q2 2026 Aug 07, 2026
TAGStone Capital, Inc. History No change 5,132 916 0.29% 0.29% 311 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 5,122 914 0.0% 0.0% 312 0 0.0% Q2 2026 Jul 17, 2026
Verity Asset Management, Inc. History No change 5,043 901 0.34% 0.34% 313 0 0.0% Q2 2026 Aug 13, 2026
Allen Investment Management, LLC History No change 5,000 893 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 4,999 892 0.0% 0.0% 315 0 0.0% Q2 2026 Jul 13, 2026
Trilogy Capital Inc. History No change 4,994 891 0.03% 0.03% 316 0 0.0% Q2 2026 Jul 02, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 4,977 888 0.02% 0.02% 317 0 0.0% Q2 2026 Jul 17, 2026
VAUGHAN & Co SECURITIES, INC. History No change 4,940 882 0.41% 0.41% 318 0 0.0% Q2 2026 Aug 03, 2026
Lee Financial Co History No change 4,925 879 0.11% 0.11% 319 0 0.0% Q2 2026 Jul 22, 2026
GTS SECURITIES LLC History No change 4,917 878 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 4,878 871 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 04, 2026
Main Street Financial Solutions, LLC History No change 4,860 867 0.06% 0.06% 322 0 0.0% Q2 2026 Aug 07, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 4,802 857 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 14, 2026
AWM CAPITAL, LLC History No change 4,718 842 0.07% 0.07% 324 0 0.0% Q2 2026 Jul 31, 2026
Operose Advisors LLC History No change 4,707 840 0.16% 0.16% 325 0 0.0% Q2 2026 Aug 13, 2026
Ellis Investment Partners, LLC History No change 4,638 828 0.13% 0.13% 326 0 0.0% Q2 2026 Aug 05, 2026
Gerald Baker Financial Group LLC History No change 4,636 828 0.24% 0.24% 327 0 0.0% Q2 2026 Aug 03, 2026
Performance Wealth Partners, LLC History No change 4,622 825 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 4,595 820 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 03, 2026
NWAM LLC History No change 4,586 819 0.04% 0.04% 330 0 0.0% Q2 2026 Jul 23, 2026
Keenan, LLC History No change 4,541 811 0.57% 0.57% 331 0 0.0% Q2 2026 Aug 07, 2026
Axis Wealth Partners, LLC History No change 4,528 808 0.39% 0.39% 332 0 0.0% Q2 2026 Jul 28, 2026
SAXON INTERESTS, INC. History No change 4,503 804 0.22% 0.22% 333 0 0.0% Q2 2026 Aug 12, 2026
Simmons Bank History No change 4,488 801 0.05% 0.05% 334 0 0.0% Q2 2026 Jul 31, 2026
Front Row Advisors LLC History No change 4,490 792 0.23% 0.23% 335 0 0.0% Q2 2026 Aug 13, 2026
Tannin Capital LLC History No change 4,430 791 0.52% 0.52% 336 0 0.0% Q2 2026 Aug 04, 2026
XTX Topco Ltd History No change 4,426 790 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 4,414 788 0.02% 0.02% 338 0 0.0% Q2 2026 Aug 11, 2026
FC Advisory LLC History Reduced 4,907 786 0.21% 0.23% 339 -23 -0.47% Q3 2026 Oct 05, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 4,374 781 0.51% 0.51% 340 0 0.0% Q2 2026 Jul 28, 2026
Shoker Investment Counsel, Inc. History No change 4,366 779 0.2% 0.2% 341 0 0.0% Q2 2026 Aug 10, 2026
FAS Wealth Partners, Inc. History No change 4,352 777 0.04% 0.04% 342 0 0.0% Q2 2026 Jul 29, 2026
Dana Investment Advisors, Inc. History No change 4,339 774 0.02% 0.02% 343 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 4,306 769 0.05% 0.05% 344 0 0.0% Q2 2026 Aug 05, 2026
Destiny Capital Corp/CO History No change 4,301 768 0.36% 0.36% 345 0 0.0% Q2 2026 Aug 10, 2026
Meridian Wealth Management, LLC History No change 4,292 766 0.02% 0.02% 346 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History No change 4,259 760 0.02% 0.02% 347 0 0.0% Q2 2026 Jul 08, 2026
Montecito Bank & Trust History Reduced 4,712 755 0.11% 0.13% 348 -67 -1.4% Q3 2026 Oct 01, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 4,200 750 0.2% 0.2% 349 0 0.0% Q2 2026 Aug 07, 2026
FIRST TRUST ADVISORS LP History No change 4,147 740 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4,099 732 0.03% 0.03% 351 0 0.0% Q2 2026 Jul 28, 2026
Fragasso Financial Advisors Inc History No change 4,101 732 0.04% 0.04% 352 0 0.0% Q2 2026 Jul 09, 2026
Forbes Financial Planning, Inc. History No change 4,080 728 0.39% 0.39% 353 0 0.0% Q2 2026 Jul 23, 2026
Krilogy Financial LLC History No change 4,044 722 0.02% 0.02% 354 0 0.0% Q2 2026 Jul 27, 2026
IEQ CAPITAL, LLC History No change 4,025 718 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 11, 2026
Hickory Point Bank & Trust History No change 4,464 715 0.43% 0.48% 356 0 0.0% Q3 2026 Oct 01, 2026
IFG Advisory, LLC History No change 3,967 708 0.02% 0.02% 357 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History No change 3,953 706 0.02% 0.02% 358 0 0.0% Q2 2026 Jul 24, 2026
FULTON BANK, N.A. History No change 3,952 705 0.02% 0.02% 359 0 0.0% Q2 2026 Jul 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 3,933 702 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 10, 2026
Carl P. Sherr & Co., LLC History No change 3,929 701 0.29% 0.29% 361 0 0.0% Q2 2026 Jul 31, 2026
Godfrey Financial Associates, Inc. History No change 3,911 698 0.53% 0.53% 362 0 0.0% Q2 2026 Aug 11, 2026
Sprinkle Financial Consultants LLC History No change 3,888 694 0.27% 0.27% 363 0 0.0% Q2 2026 Jul 08, 2026
Meridian Financial Advisors, LLC History No change 3,877 692 0.33% 0.33% 364 0 0.0% Q2 2026 Jul 22, 2026
Capital Analysts, LLC History No change 3,863 690 0.02% 0.02% 365 0 0.0% Q2 2026 Aug 05, 2026
Vickerman Investment Advisors, Inc. History No change 3,848 687 0.13% 0.13% 366 0 0.0% Q2 2026 Aug 13, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 3,848 687 0.03% 0.03% 367 0 0.0% Q2 2026 Jul 24, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,837 685 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 24, 2026
Paragon Private Wealth Management, LLC History No change 3,799 678 0.18% 0.18% 369 0 0.0% Q2 2026 Jul 28, 2026
Geneos Wealth Management Inc. History No change 3,795 677 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 3,723 665 0.18% 0.18% 371 0 0.0% Q2 2026 Jul 30, 2026
One Day In July LLC History No change 3,659 653 0.05% 0.05% 372 0 0.0% Q2 2026 Aug 03, 2026
Hyundai Investments Co., Ltd. History No change 3,700 653 0.71% 0.71% 373 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 3,627 647 0.02% 0.02% 374 0 0.0% Q2 2026 Aug 14, 2026
Z3 Capital Partners, LLC History No change 3,626 647 0.14% 0.14% 375 0 0.0% Q2 2026 Jul 28, 2026
jvl associates llc History No change 3,605 643 0.18% 0.18% 376 0 0.0% Q2 2026 Jul 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,559 635 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 3,550 634 0.05% 0.05% 378 0 0.0% Q2 2026 Aug 14, 2026
Roble, Belko & Company, Inc History No change 3,530 630 0.07% 0.07% 379 0 0.0% Q2 2026 Jul 24, 2026
Everstar Asset Management, LLC History No change 3,525 629 0.3% 0.3% 380 0 0.0% Q2 2026 Aug 03, 2026
Wellspring Financial Advisors, LLC History No change 3,510 626 0.04% 0.04% 381 0 0.0% Q2 2026 Jul 20, 2026
TCTC Holdings, LLC History No change 3,500 625 0.02% 0.02% 382 0 0.0% Q2 2026 Aug 11, 2026
Pitcairn Wealth Advisors LLC History No change 3,500 625 0.07% 0.07% 383 0 0.0% Q2 2026 Aug 10, 2026
Plante Moran Financial Advisors, LLC History No change 3,492 623 0.03% 0.03% 384 0 0.0% Q2 2026 Aug 06, 2026
Rehmann Capital Advisory Group History No change 3,466 619 0.03% 0.03% 385 0 0.0% Q2 2026 Aug 20, 2026
Bedel Financial Consulting, Inc. History No change 3,446 615 0.06% 0.06% 386 0 0.0% Q2 2026 Jul 29, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 3,395 606 0.41% 0.41% 387 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 3,392 605 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 14, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 3,340 596 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 07, 2026
NIXON PEABODY TRUST CO History No change 3,324 593 0.04% 0.04% 390 0 0.0% Q2 2026 Jul 27, 2026
Trueblood Wealth Management, LLC History No change 3,316 592 0.21% 0.21% 391 0 0.0% Q2 2026 Jul 27, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 3,314 591 0.03% 0.03% 392 0 0.0% Q2 2026 Jul 20, 2026
Vise Technologies, Inc. History No change 3,271 584 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 10, 2026
Calamos Wealth Management LLC History No change 3,266 583 0.02% 0.02% 394 0 0.0% Q2 2026 Jul 31, 2026
Investmark Advisory Group LLC History No change 3,255 581 0.22% 0.22% 395 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 3,254 581 0.07% 0.07% 396 0 0.0% Q2 2026 Aug 14, 2026
Bangor Savings Bank History No change 3,613 579 0.04% 0.05% 397 0 0.0% Q3 2026 Oct 06, 2026
TritonPoint Partners, LLC History No change 3,232 577 0.05% 0.05% 398 0 0.0% Q2 2026 Aug 13, 2026
Decker Wealth Management LLC History No change 3,221 575 0.12% 0.12% 399 0 0.0% Q2 2026 Jul 30, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 3,189 569 0.37% 0.37% 400 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History No change 3,190 555 0.02% 0.02% 401 0 0.0% Q2 2026 Jul 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,102 554 0.01% 0.01% 402 0 0.0% Q2 2026 Jul 15, 2026
TRITONPOINT WEALTH, LLC History No change 3,097 553 0.05% 0.05% 403 0 0.0% Q2 2026 Aug 11, 2026
TBH Global Asset Management, LLC History No change 3,084 550 0.1% 0.1% 404 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Edge Private Wealth Management, LLC History No change 3,077 549 0.11% 0.11% 405 0 0.0% Q2 2026 Jul 23, 2026
First Western Trust Bank History No change 3,042 543 0.03% 0.03% 406 0 0.0% Q2 2026 Jul 29, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 3,058 542 0.06% 0.06% 407 0 0.0% Q2 2026 Jul 07, 2026
Neuberger Berman Group LLC History No change 2,983 532 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 13, 2026
Traynor Capital Management, Inc. History No change 2,969 530 0.02% 0.02% 409 0 0.0% Q2 2026 Jul 22, 2026
TENET WEALTH PARTNERS, LLC History No change 3,066 529 0.39% 0.39% 410 0 0.0% Q2 2026 Aug 07, 2026
Breakwater Capital Group History No change 2,958 528 0.06% 0.06% 411 0 0.0% Q2 2026 Jul 08, 2026
WealthPlan Investment Management, LLC History No change 2,948 526 0.03% 0.03% 412 0 0.0% Q2 2026 Jul 28, 2026
Bison Wealth, LLC History No change 2,969 525 0.05% 0.05% 413 0 0.0% Q2 2026 Jul 07, 2026
Pure Financial Advisors, LLC History No change 2,915 520 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 3,008 519 0.19% 0.19% 415 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE TRUST CO NA History No change 2,900 517 0.04% 0.04% 416 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 2,843 507 0.01% 0.01% 417 0 0.0% Q2 2026 Aug 12, 2026
Jacobs Equity LLC History No change 2,839 507 0.35% 0.35% 418 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,836 506 0.01% 0.01% 419 0 0.0% Q2 2026 Jul 14, 2026
Liberty Capital Management, Inc. History No change 2,836 506 0.09% 0.09% 420 0 0.0% Q2 2026 Jul 17, 2026
TRED AVON FAMILY WEALTH, LLC History No change 2,827 504 0.15% 0.15% 421 0 0.0% Q2 2026 Aug 10, 2026
KPP Advisory Services LLC History No change 2,818 503 0.06% 0.06% 422 0 0.0% Q2 2026 Jul 24, 2026
Fifth Third Wealth Advisors LLC History No change 2,808 501 0.01% 0.01% 423 0 0.0% Q2 2026 Jul 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 2,806 501 0.02% 0.02% 424 0 0.0% Q2 2026 Jul 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 2,799 499 0.03% 0.03% 425 0 0.0% Q2 2026 Aug 04, 2026
Park Place Capital Corp History No change 2,789 498 0.08% 0.08% 426 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 2,777 496 0.0% 0.0% 427 0 0.0% Q2 2026 Jul 28, 2026
Blackston Financial Advisory Group, LLC History No change 2,772 495 0.28% 0.28% 428 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 2,769 494 0.07% 0.07% 429 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Financial Group, LLC History No change 2,745 490 0.15% 0.15% 430 0 0.0% Q3 2026 Oct 06, 2026
CONNING INC. History No change 2,707 483 0.01% 0.01% 431 0 0.0% Q2 2026 Jul 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 2,703 482 0.01% 0.01% 432 0 0.0% Q2 2026 Jul 15, 2026
Grove Bank & Trust History No change 2,691 480 0.05% 0.05% 433 0 0.0% Q2 2026 Jul 07, 2026
Stonebridge Financial Group, LLC / MO History No change 2,685 479 0.32% 0.32% 434 0 0.0% Q2 2026 Jul 24, 2026
Crescent Grove Advisors, LLC History No change 2,669 476 0.04% 0.04% 435 0 0.0% Q2 2026 Aug 10, 2026
All Terrain Financial Advisors, LLC History No change 2,669 476 0.08% 0.08% 436 0 0.0% Q2 2026 Aug 11, 2026
Waterloo Capital, L.P. History No change 2,664 475 0.03% 0.03% 437 0 0.0% Q2 2026 Jul 29, 2026
Argent Trust Co History No change 2,657 474 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 06, 2026
Roberts Financial Services LLC History No change 2,652 473 0.14% 0.14% 439 0 0.0% Q2 2026 Aug 06, 2026
ZWJ INVESTMENT COUNSEL INC History No change 2,602 464 0.02% 0.02% 440 0 0.0% Q2 2026 Jul 16, 2026
Park Edge Advisors, LLC History No change 2,600 464 0.1% 0.1% 441 0 0.0% Q2 2026 Jul 10, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 2,582 461 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 10, 2026
Atlas Brown,Inc. History No change 2,585 461 0.12% 0.12% 443 0 0.0% Q2 2026 Jul 09, 2026
Compass Ion Advisors, LLC History No change 2,574 459 0.04% 0.04% 444 0 0.0% Q2 2026 Aug 12, 2026
Sensible Money, LLC History No change 2,537 453 0.12% 0.12% 445 0 0.0% Q2 2026 Jul 30, 2026
Composition Wealth, LLC History No change 2,523 450 0.01% 0.01% 446 0 0.0% Q2 2026 Jul 22, 2026
Renasant Bank History No change 2,500 446 0.29% 0.29% 447 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,471 441 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 06, 2026
Diversify Advisory Services, LLC History No change 2,557 441 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 2,557 441 0.01% 0.01% 450 0 0.0% Q2 2026 Jul 29, 2026
Betterment LLC History No change 2,459 439 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 14, 2026
NTV ASSET MANAGEMENT LLC History No change 2,456 438 0.04% 0.04% 452 0 0.0% Q2 2026 Aug 05, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 2,455 438 0.05% 0.05% 453 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 2,447 437 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 12, 2026
21 West Wealth Management LLC History No change 2,432 434 0.37% 0.37% 455 0 0.0% Q2 2026 Jul 13, 2026
Coastal Bridge Advisors, LLC History No change 2,420 432 0.03% 0.03% 456 0 0.0% Q2 2026 Aug 17, 2026
Dynamic Advisor Solutions LLC History No change 2,413 430 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 07, 2026
CENTRAL BANK & TRUST CO History No change 2,382 425 0.06% 0.06% 458 0 0.0% Q2 2026 Jul 17, 2026
Vanguard National Trust Co History No change 2,371 423 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,363 422 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 10, 2026
Total Clarity Wealth Management, Inc. History No change 2,356 420 0.08% 0.08% 461 0 0.0% Q2 2026 Jul 23, 2026
Bestgate Wealth Advisors, LLC History No change 2,353 420 0.67% 0.67% 462 0 0.0% Q2 2026 Jul 29, 2026
YHB Investment Advisors, Inc. History No change 2,346 418 0.03% 0.03% 463 0 0.0% Q2 2026 Jul 14, 2026
Capital Investment Advisors, LLC History No change 2,343 418 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 06, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 2,336 417 0.03% 0.03% 465 0 0.0% Q2 2026 Aug 05, 2026
BURKE & HERBERT BANK & TRUST CO History No change 2,330 416 0.1% 0.1% 466 0 0.0% Q2 2026 Aug 07, 2026
First Financial Bank - Trust Division History No change 2,591 415 0.03% 0.03% 467 0 0.0% Q3 2026 Oct 01, 2026
Advisory Alpha, LLC History No change 2,305 411 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 11, 2026
LaFleur & Godfrey LLC History No change 2,300 410 0.05% 0.05% 469 0 0.0% Q2 2026 Jul 15, 2026
Ackerman Capital Advisors, LLC History No change 2,300 410 0.08% 0.08% 470 0 0.0% Q2 2026 Jul 30, 2026
DEARBORN PARTNERS LLC History No change 3,296 409 0.02% 0.02% 471 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History No change 2,288 408 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 2,288 408 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 09, 2026
GC Wealth Management RIA, LLC History No change 2,254 402 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 16, 2026
Clarity Asset Management, Inc. History No change 2,248 401 0.2% 0.2% 475 0 0.0% Q2 2026 Jul 16, 2026
WARNER FINANCIAL, INC History No change 2,247 401 0.12% 0.12% 476 0 0.0% Q2 2026 Jul 09, 2026
Prosperity Planning, Inc. History No change 2,238 399 0.09% 0.09% 477 0 0.0% Q2 2026 Jul 10, 2026
Essential Planning, LLC. History No change 2,229 398 0.11% 0.11% 478 0 0.0% Q2 2026 Aug 03, 2026
Summit Financial Strategies, Inc. History No change 2,224 397 0.03% 0.03% 479 0 0.0% Q2 2026 Jul 24, 2026
Verdence Capital Advisors LLC History No change 2,222 396 0.02% 0.02% 480 0 0.0% Q2 2026 Jul 29, 2026
Cedarwood Wealth LLC History No change 2,221 396 0.3% 0.3% 481 0 0.0% Q2 2026 Jul 23, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 2,215 395 0.06% 0.06% 482 0 0.0% Q2 2026 Jul 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 2,210 394 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 14, 2026
PIONEER TRUST BANK N A/OR History No change 2,200 392 0.09% 0.09% 484 0 0.0% Q2 2026 Jul 22, 2026
Sterling Investment Counsel, LLC History No change 2,196 392 0.09% 0.09% 485 0 0.0% Q2 2026 Jul 20, 2026
Goodwin Investment Advisory History No change 2,189 390 0.79% 0.79% 486 0 0.0% Q2 2026 Aug 19, 2026
TRUST CO OF VERMONT History No change 2,168 387 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 07, 2026
COZAD ASSET MANAGEMENT INC History No change 2,155 384 0.02% 0.02% 488 0 0.0% Q2 2026 Aug 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 2,150 383 0.03% 0.03% 489 0 0.0% Q2 2026 Jul 14, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 2,136 381 0.18% 0.18% 490 0 0.0% Q2 2026 Aug 14, 2026
CRA Financial Services, LLC History No change 2,100 375 0.04% 0.04% 491 0 0.0% Q2 2026 Jul 24, 2026
Essex LLC History No change 2,080 371 0.06% 0.06% 492 0 0.0% Q2 2026 Jul 24, 2026
Amplius Wealth Advisors, LLC History No change 2,066 368 0.03% 0.03% 493 0 0.0% Q2 2026 Jul 17, 2026
Evergreen Private Wealth LLC History No change 2,062 368 0.14% 0.14% 494 0 0.0% Q2 2026 Jul 23, 2026
WealthTrust Axiom LLC History No change 2,035 363 0.08% 0.08% 495 0 0.0% Q2 2026 Aug 11, 2026
Armstrong, Fleming & Moore, Inc History No change 2,033 363 0.12% 0.12% 496 0 0.0% Q2 2026 Jul 28, 2026
Equity Wealth Partners, LLC History No change 2,031 362 0.13% 0.13% 497 0 0.0% Q2 2026 Jul 27, 2026
WEDBUSH SECURITIES INC History No change 2,022 361 0.01% 0.01% 498 0 0.0% Q2 2026 Jul 28, 2026
GWN SECURITIES INC. History No change 2,022 361 0.06% 0.06% 499 0 0.0% Q2 2026 Aug 05, 2026
Snowden Capital Advisors LLC History No change 2,009 358 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 2,000 357 0.05% 0.05% 501 0 0.0% Q2 2026 Aug 13, 2026
Apollon Financial, LLC History No change 2,000 357 0.04% 0.04% 502 0 0.0% Q2 2026 Jul 22, 2026
Marin Bay Wealth Advisors, LLC History No change 1,966 351 0.19% 0.19% 503 0 0.0% Q2 2026 Aug 10, 2026
Compton Wealth Advisory Group, LLC History No change 1,955 346 0.07% 0.07% 504 0 0.0% Q2 2026 Jul 21, 2026
Fortis Capital Management LLC History No change 1,939 346 0.04% 0.04% 505 0 0.0% Q2 2026 Aug 12, 2026
Florida Trust Wealth Management Co History No change 1,920 342 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 27, 2026
Venture Visionary Partners LLC History No change 1,911 341 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 1,911 341 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 06, 2026
RFG Advisory, LLC History No change 1,906 340 0.01% 0.01% 509 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Advisors, LLC History No change 1,907 340 0.02% 0.02% 510 0 0.0% Q2 2026 Aug 11, 2026
Integrated Advisors Network LLC History No change 1,892 337 0.02% 0.02% 511 0 0.0% Q2 2026 Aug 11, 2026
Financial Solutions Advisory Group, Inc. History No change 1,931 337 0.04% 0.04% 512 0 0.0% Q2 2026 Jul 13, 2026
Northern Lights Advisors, Inc. History No change 1,876 335 0.18% 0.18% 513 0 0.0% Q2 2026 Aug 06, 2026
Confluence Wealth Services, Inc. History No change 1,866 333 0.01% 0.01% 514 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Investment Partners, Inc. History No change 1,860 332 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 13, 2026
Sentinel Advisory Group, LLC History No change 1,861 332 0.14% 0.14% 516 0 0.0% Q2 2026 Jul 23, 2026
Bensler, LLC History No change 1,852 330 0.03% 0.03% 517 0 0.0% Q2 2026 Jul 23, 2026
Optimist Retirement Group LLC History No change 1,849 330 0.13% 0.13% 518 0 0.0% Q2 2026 Aug 10, 2026
Intrua Financial, LLC History No change 1,845 329 0.03% 0.03% 519 0 0.0% Q2 2026 Jul 24, 2026
Paragon Capital Management Ltd History No change 1,831 327 0.06% 0.06% 520 0 0.0% Q2 2026 Jul 29, 2026
Gen-Wealth Partners Inc History No change 1,833 327 0.09% 0.09% 521 0 0.0% Q2 2026 Aug 10, 2026
CAHILL FINANCIAL ADVISORS INC History No change 1,825 325 0.03% 0.03% 522 0 0.0% Q2 2026 Aug 11, 2026
Vawter Financial, Ltd. History No change 1,824 325 0.12% 0.12% 523 0 0.0% Q2 2026 Jul 24, 2026
AdvisorNet Financial, Inc History No change 1,814 323 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 23, 2026
Perigon Wealth Management, LLC History No change 1,799 321 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 07, 2026
Avior Wealth Management, LLC History No change 1,798 321 0.01% 0.01% 526 0 0.0% Q2 2026 Jul 07, 2026
CFS Investment Advisory Services, LLC History No change 1,823 320 0.02% 0.02% 527 0 0.0% Q2 2026 Jul 16, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,780 317 0.04% 0.04% 528 0 0.0% Q2 2026 Jul 29, 2026
Net Worth Advisory Group History No change 1,775 316 0.08% 0.08% 529 0 0.0% Q2 2026 Jul 13, 2026
MOTCO History No change 1,767 315 0.03% 0.03% 530 0 0.0% Q2 2026 Jul 31, 2026
PFG Private Wealth Management, LLC History No change 1,766 315 0.14% 0.14% 531 0 0.0% Q2 2026 Jul 23, 2026
Vann Equity Management LLC History No change 1,767 315 0.19% 0.19% 532 0 0.0% Q2 2026 Aug 05, 2026
Alteri Wealth LLC History No change 1,750 312 0.09% 0.09% 533 0 0.0% Q2 2026 Jul 29, 2026
Oak Wealth Advisors LLC History No change 1,750 312 0.15% 0.15% 534 0 0.0% Q2 2026 Jul 22, 2026
CONGRESS ASSET MANAGEMENT CO History New 1,942 311 0.0% — 536 +1,942 New Q3 2026 Oct 06, 2026
FOCUSED ALPHA, LLC History No change 1,743 311 0.08% 0.08% 535 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Counsel, LLC History No change 1,728 308 0.04% 0.04% 537 0 0.0% Q2 2026 Jul 15, 2026
BRIGHTON JONES LLC History No change 1,709 305 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 11, 2026
Sage Financial Management Group, Inc. History No change 1,709 305 0.08% 0.08% 539 0 0.0% Q2 2026 Jul 24, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 1,677 299 0.02% 0.02% 540 0 0.0% Q2 2026 Jul 15, 2026
Modern Wealth Management, LLC History No change 1,678 299 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 13, 2026
Eagle Strategies LLC History No change 1,671 298 0.03% 0.03% 542 0 0.0% Q2 2026 Jul 21, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,669 298 0.0% 0.0% 543 0 0.0% Q2 2026 Sep 23, 2026
Independent Advisor Alliance History No change 1,666 297 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 12, 2026
Curi Capital, LLC History No change 1,659 296 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 14, 2026
Beaton Management Co. Inc. History No change 1,640 293 0.12% 0.12% 546 0 0.0% Q2 2026 Aug 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,640 292 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 13, 2026
BURLING WEALTH PARTNERS, LLC History No change 1,636 292 0.04% 0.04% 548 0 0.0% Q2 2026 Aug 04, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 1,600 286 0.01% 0.01% 549 0 0.0% Q2 2026 Aug 04, 2026
Segment Wealth Management, LLC History No change 1,600 285 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 16, 2026
Tulsa Wealth Advisors, INC History No change 1,601 285 0.04% 0.04% 551 0 0.0% Q2 2026 Aug 06, 2026
FLAGSTAR SECURITIES, INC History No change 1,582 282 0.09% 0.09% 552 0 0.0% Q2 2026 Jul 15, 2026
Balboa Wealth Partners History No change 1,584 282 0.04% 0.04% 553 0 0.0% Q2 2026 Aug 10, 2026
Financial Life Planners History No change 1,583 282 0.18% 0.18% 554 0 0.0% Q2 2026 Jul 21, 2026
Synergy Asset Management, LLC History No change 1,571 280 0.03% 0.03% 555 0 0.0% Q2 2026 Jul 22, 2026
Twelve Points Wealth Management LLC History No change 1,561 278 0.06% 0.06% 556 0 0.0% Q2 2026 Aug 07, 2026
Astra Wealth Partners LLC History No change 1,540 275 0.15% 0.15% 557 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 1,535 274 0.01% 0.01% 558 0 0.0% Q2 2026 Jul 23, 2026
DECISION INVESTMENTS, INC History No change 1,526 272 0.25% 0.25% 559 0 0.0% Q2 2026 Jul 13, 2026
First Heartland Consultants, Inc. History No change 1,514 270 0.02% 0.02% 560 0 0.0% Q2 2026 Jul 08, 2026
IFG Advisors, LLC History No change 1,509 269 0.04% 0.04% 561 0 0.0% Q2 2026 Jul 22, 2026
Tranquility Partners, LLC History No change 1,506 268 0.09% 0.09% 562 0 0.0% Q2 2026 Jul 23, 2026
Hoxton Planning & Management, LLC History No change 1,504 268 0.07% 0.07% 563 0 0.0% Q2 2026 Jul 16, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 1,499 267 0.03% 0.03% 564 0 0.0% Q2 2026 Jul 14, 2026
Garde Capital, Inc. History No change 1,477 263 0.01% 0.01% 565 0 0.0% Q2 2026 Jul 31, 2026
SouthState Bank Corp History No change 1,469 262 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 06, 2026
COOPER/HAIMS ADVISORS, LLC History No change 1,472 262 0.11% 0.11% 567 0 0.0% Q2 2026 Aug 14, 2026
Cornell Pochily Investment Advisors, Inc. History No change 1,457 260 0.07% 0.07% 568 0 0.0% Q2 2026 Jul 15, 2026
Ascent Group, LLC History No change 1,457 260 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 03, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,452 259 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 1,451 259 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 10, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,453 259 0.02% 0.02% 572 0 0.0% Q2 2026 Aug 14, 2026
Breachway Investments LLC History No change 1,455 259 0.39% 0.39% 573 0 0.0% Q2 2026 Jul 13, 2026
EASTERN BANK History Added to 1,610 258 0.0% 0.0% 574 +670 71.28% Q3 2026 Oct 05, 2026
Freedom Day Solutions, LLC History No change 1,446 258 0.06% 0.06% 575 0 0.0% Q2 2026 Jul 24, 2026
Security Financial Services, INC. History No change 1,440 257 0.04% 0.04% 576 0 0.0% Q2 2026 Jul 15, 2026
Noble Family Wealth, LLC History No change 1,432 255 0.05% 0.05% 577 0 0.0% Q2 2026 Aug 04, 2026
Redwood Investment Management, LLC History No change 1,418 253 0.03% 0.03% 578 0 0.0% Q2 2026 Aug 14, 2026
WJ Financial Advisors LLC History No change 1,420 253 0.19% 0.19% 579 0 0.0% Q2 2026 Aug 13, 2026
D.B. Root & Company, LLC History No change 1,412 252 0.05% 0.05% 580 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 1,408 251 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 05, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 1,400 250 0.05% 0.05% 582 0 0.0% Q2 2026 Aug 13, 2026
HFG Advisors, Inc. History No change 1,405 250 0.16% 0.16% 583 0 0.0% Q2 2026 Aug 07, 2026
TERRIL BROTHERS, INC. History No change 1,398 249 0.06% 0.06% 584 0 0.0% Q2 2026 Jul 24, 2026
HANCOCK WHITNEY CORP History No change 1,398 249 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 1,398 249 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 03, 2026
Allodium Investment Consultants, LLC History No change 1,379 246 0.1% 0.1% 587 0 0.0% Q2 2026 Jul 14, 2026
Eagle Bay Advisors LLC History No change 1,367 244 0.18% 0.18% 588 0 0.0% Q2 2026 Aug 03, 2026
First Long Island Investors, LLC History No change 1,340 239 0.02% 0.02% 589 0 0.0% Q2 2026 Aug 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 1,342 239 0.05% 0.05% 590 0 0.0% Q2 2026 Aug 06, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 1,327 237 0.14% 0.14% 591 0 0.0% Q2 2026 Jul 31, 2026
Aptus Capital Advisors, LLC History No change 1,322 236 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 12, 2026
Kentucky Trust Co History No change 1,325 236 0.11% 0.11% 593 0 0.0% Q2 2026 Jul 10, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 1,316 235 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 31, 2026
Fee-Only Financial Planning, L.C. History No change 1,320 235 0.13% 0.13% 595 0 0.0% Q2 2026 Jul 29, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 1,313 234 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 05, 2026
SAPIENT CAPITAL LLC History No change 1,312 234 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 09, 2026
EQUITABLE TRUST CO History No change 1,310 233 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 1,305 233 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 1,300 232 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 1,296 231 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History No change 1,290 230 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 21, 2026
Strategic Blueprint, LLC History No change 1,287 229 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 23, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 1,277 228 0.04% 0.04% 604 0 0.0% Q2 2026 Jul 27, 2026
Turning Point Benefit Group, Inc. History No change 1,280 228 0.1% 0.1% 605 0 0.0% Q2 2026 Jul 23, 2026
Axim Planning & Wealth History No change 1,263 225 0.31% 0.31% 606 0 0.0% Q2 2026 Aug 13, 2026
Clear Trail Advisors, LLC History No change 1,261 225 0.03% 0.03% 607 0 0.0% Q2 2026 Jul 21, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 1,255 224 0.02% 0.02% 608 0 0.0% Q2 2026 Jul 28, 2026
Alpine Bank Wealth Management History No change 1,250 223 0.03% 0.03% 609 0 0.0% Q2 2026 Aug 07, 2026
ORBA Wealth Advisors, L.L.C. History No change 1,247 222 0.19% 0.19% 610 0 0.0% Q2 2026 Jul 23, 2026
Bryn Mawr Trust Advisors, LLC History No change 1,241 221 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 03, 2026
Bogart Wealth, LLC History No change 1,242 221 0.01% 0.01% 612 0 0.0% Q2 2026 Jul 24, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 1,237 220 0.03% 0.03% 613 0 0.0% Q2 2026 Jul 20, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 1,230 219 0.08% 0.08% 614 0 0.0% Q2 2026 Jul 30, 2026
Badgley Phelps Wealth Managers, LLC History No change 1,222 218 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 31, 2026
BridgePort Financial Solutions, LLC History No change 1,225 218 0.06% 0.06% 616 0 0.0% Q2 2026 Jul 24, 2026
Financial Management, Inc. History No change 1,224 218 0.18% 0.18% 617 0 0.0% Q2 2026 Aug 12, 2026
Piedmont Capital Management, LLC/NC History No change 1,217 217 0.13% 0.13% 618 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 1,212 216 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 27, 2026
Mayflower Financial Advisors, LLC History No change 1,211 216 0.02% 0.02% 620 0 0.0% Q2 2026 Jul 09, 2026
Stratos Investment Management, LLC History No change 1,200 214 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 11, 2026
Lionshead Wealth Management, LLC History No change 1,200 214 0.14% 0.14% 622 0 0.0% Q2 2026 Jul 28, 2026
First Citizens Asset Management, Inc. History No change 1,196 213 0.07% 0.07% 623 0 0.0% Q2 2026 Jul 17, 2026
Financial Freedom, LLC History No change 1,190 212 0.1% 0.1% 624 0 0.0% Q2 2026 Aug 05, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,185 211 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 14, 2026
Eldridge Investment Advisors, Inc. History No change 1,174 209 0.04% 0.04% 626 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIENT ADVISORS LLC History No change 1,175 209 0.03% 0.03% 627 0 0.0% Q2 2026 Aug 07, 2026
Legacy Financial Group LLC History No change 1,175 209 0.02% 0.02% 628 0 0.0% Q2 2026 Aug 05, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,174 209 0.09% 0.09% 629 0 0.0% Q2 2026 Aug 14, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 1,209 209 0.08% 0.08% 630 0 0.0% Q2 2026 Aug 12, 2026
New Insight Wealth Advisors History No change 1,165 208 0.06% 0.06% 631 0 0.0% Q2 2026 Jul 27, 2026
Valued Retirements, Inc. History No change 1,166 208 0.19% 0.19% 632 0 0.0% Q2 2026 Aug 13, 2026
Compass Financial Group, Inc. (Ohio) History No change 1,166 208 0.14% 0.14% 633 0 0.0% Q2 2026 Aug 12, 2026
Elm Partners Management LLC History No change 1,164 207 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 28, 2026
CFM WEALTH PARTNERS LLC History No change 1,156 206 0.03% 0.03% 635 0 0.0% Q2 2026 Aug 07, 2026
M3 Advisory Group, LLC History No change 1,156 206 0.11% 0.11% 636 0 0.0% Q2 2026 Jul 24, 2026
Ironwood Investment Counsel, LLC History No change 1,149 205 0.03% 0.03% 637 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 1,149 205 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 06, 2026
Thrive Wealth Management, LLC History No change 1,147 204 0.03% 0.03% 639 0 0.0% Q2 2026 Jul 07, 2026
Savvy Advisors, Inc. History No change 1,147 204 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 03, 2026
UPTICK PARTNERS, LLC History No change 1,147 204 0.03% 0.03% 641 0 0.0% Q2 2026 Aug 10, 2026
ALERUS FINANCIAL NA History No change 1,140 203 0.01% 0.01% 642 0 0.0% Q2 2026 Aug 13, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,139 203 0.06% 0.06% 643 0 0.0% Q2 2026 Jul 31, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 1,259 201 0.0% 0.0% 644 0 0.0% Q3 2026 Oct 05, 2026
SAGE FINANCIAL GROUP INC History No change 1,125 201 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 21, 2026
HM PAYSON & CO History No change 1,121 200 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 17, 2026
Valmark Advisers, Inc. History No change 1,122 200 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 06, 2026
Institute for Wealth Management, LLC. History No change 1,120 199 0.02% 0.02% 648 0 0.0% Q2 2026 Jul 28, 2026
Windsor Advisory Group, LLC History No change 1,104 197 0.14% 0.14% 649 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 1,090 194 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 1,076 192 0.0% 0.0% 651 0 0.0% Q2 2026 Jul 31, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,080 192 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL CONSULATE, INC History No change 1,073 191 0.02% 0.02% 653 0 0.0% Q2 2026 Jul 23, 2026
Tidemark, LLC History No change 1,055 188 0.04% 0.04% 654 0 0.0% Q2 2026 Aug 10, 2026
United Community Bank History No change 1,047 186 0.06% 0.06% 655 0 0.0% Q2 2026 Aug 13, 2026
Community Financial Services Group, LLC History No change 1,023 181 0.03% 0.03% 656 0 0.0% Q2 2026 Jul 09, 2026
DUNCKER STREETT & CO INC History No change 1,007 179 0.03% 0.03% 657 0 0.0% Q2 2026 Jul 28, 2026
TD Waterhouse Canada Inc. History No change 1,000 177 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 27, 2026
Security National Bank History No change 954 170 0.02% 0.02% 659 0 0.0% Q2 2026 Jul 15, 2026
MV CAPITAL MANAGEMENT, INC. History No change 928 165 0.01% 0.01% 660 0 0.0% Q2 2026 Jul 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 913 163 0.02% 0.02% 661 0 0.0% Q2 2026 Jul 27, 2026
Mechanics Financial Corp History No change 916 163 0.06% 0.06% 662 0 0.0% Q2 2026 Aug 05, 2026
N.E.W. Advisory Services LLC History No change 846 151 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 06, 2026
one8zero8, LLC History No change 829 148 0.03% 0.03% 664 0 0.0% Q2 2026 Aug 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 800 142 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 04, 2026
GAMMA Investing LLC History No change 767 136 0.01% 0.01% 666 0 0.0% Q2 2026 Jul 07, 2026
Atlantic Union Bankshares Corp History No change 752 134 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 11, 2026
Insight Inv LLC History No change 692 123 0.06% 0.06% 668 0 0.0% Q2 2026 Jul 23, 2026
ALBION FINANCIAL GROUP /UT History No change 679 121 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 22, 2026
ATWOOD & PALMER INC History No change 658 117 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 08, 2026
Qube Research & Technologies Ltd History No change 649 115 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 635 113 0.01% 0.01% 672 0 0.0% Q2 2026 Jul 28, 2026
VANGUARD ADVISERS INC History No change 631 112 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 626 111 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 609 108 0.01% 0.01% 675 0 0.0% Q2 2026 Aug 07, 2026
Princeton Global Asset Management LLC History No change 610 108 0.02% 0.02% 676 0 0.0% Q2 2026 Jul 16, 2026
Financial Perspectives, Inc History No change 610 108 0.03% 0.03% 677 0 0.0% Q2 2026 Jul 24, 2026
FIRST FINANCIAL CORP /IN/ History No change 600 107 0.04% 0.04% 678 0 0.0% Q2 2026 Jul 07, 2026
EverSource Wealth Advisors, LLC History No change 603 107 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 24, 2026
Nalls Sherbakoff Group, LLC History No change 588 105 0.07% 0.07% 680 0 0.0% Q2 2026 Aug 17, 2026
Buck Wealth Strategies, LLC History No change 580 103 0.01% 0.01% 681 0 0.0% Q2 2026 Jul 30, 2026
Topsail Wealth Management, LLC History No change 576 102 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 13, 2026
Basepoint Wealth LLC History No change 577 102 0.06% 0.06% 683 0 0.0% Q2 2026 Aug 10, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 570 101 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 29, 2026
Sunrise Financial Services, LLC History No change 561 100 0.06% 0.06% 685 0 0.0% Q2 2026 Aug 12, 2026
FIRST UNITED BANK & TRUST History No change 550 98 0.03% 0.03% 686 0 0.0% Q2 2026 Jul 20, 2026
USA FINANCIAL FORMULAS History No change 552 98 0.02% 0.02% 687 0 0.0% Q2 2026 Aug 04, 2026
Kings Path Partners LLC History No change 546 97 0.03% 0.03% 688 0 0.0% Q2 2026 Jul 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 540 96 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 536 95 0.05% 0.05% 690 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 524 93 0.0% 0.0% 691 0 0.0% Q2 2026 Jul 15, 2026
Monetary Solutions, Ltd History No change 526 93 0.08% 0.08% 692 0 0.0% Q2 2026 Jul 23, 2026
Peachtree Investment Partners, LLC History No change 521 92 0.03% 0.03% 693 0 0.0% Q2 2026 Aug 06, 2026
Centennial Bank/AR/ History No change 500 89 0.03% 0.03% 694 0 0.0% Q2 2026 Aug 10, 2026
Hilltop National Bank History No change 500 89 0.02% 0.02% 695 0 0.0% Q2 2026 Jul 01, 2026
Longview Financial Advisors LLC History No change 500 89 0.04% 0.04% 696 0 0.0% Q2 2026 Jul 14, 2026
Owl Creek Wealth Partners LLC History No change 502 89 0.03% 0.03% 697 0 0.0% Q2 2026 Jul 20, 2026
Ancora Advisors LLC History No change 492 87 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 486 86 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 14, 2026
MassMutual Private Wealth & Trust, FSB History Added to 530 84 0.0% 0.0% 700 +190 55.88% Q3 2026 Oct 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 473 84 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 13, 2026
Glassman Wealth Services History No change 475 84 0.01% 0.01% 702 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Bancorp, Inc. History No change 471 84 0.02% 0.02% 703 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 468 83 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 30, 2026
Concord Wealth Partners History No change 466 83 0.01% 0.01% 705 0 0.0% Q2 2026 Jul 27, 2026
Bullock Wealth Management Group History No change 471 83 0.04% 0.04% 706 0 0.0% Q2 2026 Aug 19, 2026
SIMA Wealth Partners, LLC History No change 466 83 0.06% 0.06% 707 0 0.0% Q2 2026 Jul 28, 2026
Colonial Trust Advisors History No change 443 79 0.01% 0.01% 708 0 0.0% Q2 2026 Aug 11, 2026
ACIMA PRIVATE WEALTH, LLC History No change 470 75 0.02% 0.02% 709 0 0.0% Q3 2026 Oct 05, 2026
Continuum Advisory, LLC History No change 412 73 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 06, 2026
BankPlus Trust Department History No change 411 73 0.02% 0.02% 711 0 0.0% Q2 2026 Jul 28, 2026
Smithfield Trust Co History No change 402 72 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 05, 2026
MONTAG A & ASSOCIATES INC History No change 400 71 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 05, 2026
Powell Investment Advisors, LLC History No change 400 71 0.02% 0.02% 714 0 0.0% Q2 2026 Jul 28, 2026
Citizens National Bank Trust Department History No change 400 71 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 22, 2026
Cedar Mountain Advisors, LLC History No change 381 68 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 02, 2026
Allspring Global Investments Holdings, LLC History No change 390 68 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 13, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 360 64 0.06% 0.06% 718 0 0.0% Q2 2026 Jul 09, 2026
Oakworth Capital, Inc. History No change 358 63 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 22, 2026
Robinswood Financial LLC History No change 350 62 0.02% 0.02% 720 0 0.0% Q2 2026 Jul 14, 2026
CoreCap Advisors, LLC History No change 337 60 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 06, 2026
Highland Investment Advisors LLC History No change 332 59 0.03% 0.03% 722 0 0.0% Q2 2026 Aug 13, 2026
GGM Financial LLC History No change 314 56 0.02% 0.02% 723 0 0.0% Q2 2026 Jul 23, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 308 55 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 16, 2026
Perkins Coie Trust Co History No change 312 55 0.01% 0.01% 725 0 0.0% Q2 2026 Jul 09, 2026
Quent Capital, LLC History No change 310 55 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 301 54 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 304 54 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 04, 2026
Caldwell Trust Co History No change 296 52 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 03, 2026
Walsh & Associates, LLC History No change 295 52 0.04% 0.04% 730 0 0.0% Q2 2026 Jul 21, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 290 51 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 10, 2026
Independence Bank of Kentucky History No change 280 50 0.01% 0.01% 732 0 0.0% Q2 2026 Jul 13, 2026
Creative Capital Management Investments LLC History No change 273 48 0.01% 0.01% 733 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History No change 267 47 0.0% 0.0% 734 0 0.0% Q2 2026 Jul 15, 2026
HHM Wealth Advisors, LLC History No change 263 46 0.0% 0.0% 735 0 0.0% Q2 2026 Jul 13, 2026
JPL Wealth Management, LLC History No change 257 45 0.01% 0.01% 736 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 255 45 0.02% 0.02% 737 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 250 44 0.0% 0.0% 738 0 0.0% Q2 2026 Jul 21, 2026
Horizons Wealth Management History New 270 43 0.03% — 739 +270 New Q3 2026 Oct 05, 2026
Legacy Bridge, LLC History No change 236 42 0.01% 0.01% 740 0 0.0% Q2 2026 Aug 13, 2026
Palouse Capital Management, Inc. History No change 232 41 0.03% 0.03% 741 0 0.0% Q2 2026 Jul 08, 2026
CX Institutional History Added to 247 40 0.0% 0.0% 742 +1 0.41% Q3 2026 Oct 02, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 224 40 0.02% 0.02% 743 0 0.0% Q2 2026 Aug 10, 2026
Quaker Wealth Management, LLC History No change 220 39 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 24, 2026
Mosley Wealth Management History No change 221 39 0.01% 0.01% 745 0 0.0% Q2 2026 Jul 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 200 35 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 188 33 0.01% 0.01% 747 0 0.0% Q2 2026 Aug 20, 2026
SITTNER & NELSON, LLC History No change 187 33 0.01% 0.01% 748 0 0.0% Q2 2026 Aug 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 180 32 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 177 31 0.02% 0.02% 750 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History No change 194 31 0.01% 0.01% 751 0 0.0% Q3 2026 Oct 05, 2026
WOLFF WIESE MAGANA LLC History No change 174 31 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 180 31 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 169 30 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 20, 2026
LOWE BROCKENBROUGH & CO INC History No change 164 29 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 03, 2026
CNB Bank History No change 164 29 0.01% 0.01% 756 0 0.0% Q2 2026 Aug 06, 2026
Community Bank, N.A. History No change 160 28 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 159 28 0.0% 0.0% 758 0 0.0% Q2 2026 Aug 12, 2026
Washington Trust Advisors, Inc. History No change 162 28 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 29, 2026
Bollard Group LLC History No change 152 27 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 150 26 0.01% 0.01% 761 0 0.0% Q2 2026 Jul 16, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 140 25 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 30, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 141 25 0.01% 0.01% 763 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 146 25 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 12, 2026
HOWE & RUSLING INC History No change 135 24 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 10, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 130 23 0.02% 0.02% 766 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 130 23 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 127 22 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Advisory Services, LLC History No change 126 22 0.0% 0.0% 769 0 0.0% Q2 2026 Jul 23, 2026
Bank of New Hampshire History No change 128 20 0.0% 0.0% 770 0 0.0% Q3 2026 Oct 06, 2026
Cordgrass Capital Advisors, LLC History No change 112 20 0.01% 0.01% 771 0 0.0% Q2 2026 Aug 06, 2026
Wealth Enhancement Trust Services, Inc. History No change 113 20 0.0% 0.0% 772 0 0.0% Q2 2026 Jul 22, 2026
Avalon Trust Co History No change 108 19 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 06, 2026
EPG Wealth Management LLC History No change 108 19 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 28, 2026
TUCKER ASSET MANAGEMENT LLC History No change 109 19 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 103 18 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 08, 2026
Register Financial Advisors LLC History No change 101 18 0.01% 0.01% 777 0 0.0% Q2 2026 Jul 15, 2026
DiNuzzo Private Wealth, Inc. History No change 104 18 0.0% 0.0% 778 0 0.0% Q2 2026 Jul 10, 2026
Hughes Financial Services, LLC History No change 105 18 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 20, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 96 17 0.0% 0.0% 780 0 0.0% Q2 2026 Sep 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 97 17 0.0% 0.0% 781 0 0.0% Q2 2026 Jul 22, 2026
Versant Capital Management, Inc History No change 100 16 0.0% 0.0% 782 0 0.0% Q3 2026 Oct 01, 2026
Imprint Wealth LLC History No change 95 16 0.06% 0.06% 783 0 0.0% Q2 2026 Aug 14, 2026
Sankala Group LLC History No change 93 16 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 18, 2026
C M BIDWELL & ASSOCIATES LTD History No change 86 15 0.01% 0.01% 785 0 0.0% Q2 2026 Aug 11, 2026
VSM Wealth Advisory, LLC History No change 88 15 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 22, 2026
BARRETT & COMPANY, INC. History No change 80 14 0.0% 0.0% 787 0 0.0% Q2 2026 Jul 24, 2026
Moisand Fitzgerald Tamayo, LLC History No change 80 14 0.0% 0.0% 788 0 0.0% Q2 2026 Jul 13, 2026
Indiana Trust & Investment Management Co History No change 75 13 0.0% 0.0% 789 0 0.0% Q2 2026 Jul 22, 2026
SIGNATUREFD, LLC History No change 75 13 0.0% 0.0% 790 0 0.0% Q2 2026 Jul 23, 2026
CULLEN/FROST BANKERS, INC. History No change 71 12 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 27, 2026
Crewe Advisors LLC History No change 68 12 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 23, 2026
Murphy & Mullick Capital Management Corp History No change 70 12 0.01% 0.01% 793 0 0.0% Q2 2026 Aug 14, 2026
Chung Wu Investment Group, LLC History No change 62 11 0.01% 0.01% 794 0 0.0% Q2 2026 Jul 31, 2026
Darwin Wealth Management, LLC History No change 52 9 0.0% 0.0% 795 0 0.0% Q2 2026 Jul 21, 2026
WealthShield Partners, LLC History No change 55 9 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 12, 2026
Millstone Evans Group, LLC History No change 52 9 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 11, 2026
United Financial Planning Group LLC History No change 52 9 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 06, 2026
RED REEF ADVISORS LLC History No change 53 9 0.01% 0.01% 799 0 0.0% Q2 2026 Jul 23, 2026
Activest Wealth Management History No change 44 7 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 16, 2026
TIAA Wealth Investment Management LLC History No change 41 7 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 10, 2026
DHJJ Financial Advisors, Ltd. History No change 38 6 0.0% 0.0% 802 0 0.0% Q2 2026 Jul 24, 2026
Main Street Group, LTD History No change 34 6 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 33 5 0.0% 0.0% 804 0 0.0% Q2 2026 Jul 08, 2026
Archer Investment Corp History No change 30 5 0.0% 0.0% 805 0 0.0% Q2 2026 Aug 03, 2026
Strive Financial Group ,LLC History No change 31 5 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 14, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 25 4 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Planning Group LLC History No change 25 4 0.0% 0.0% 808 0 0.0% Q2 2026 Jul 29, 2026
ATLAS CAPITAL ADVISORS INC. History No change 19 3 0.0% 0.0% 809 0 0.0% Q2 2026 Aug 13, 2026
Armor Investment Advisors, LLC History No change 20 3 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 04, 2026
Golden State Wealth Management, LLC History No change 21 3 0.0% 0.0% 811 0 0.0% Q2 2026 Jul 22, 2026
Synergy Investment Management, LLC History No change 22 3 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 14, 2026
Nvest Wealth Strategies, Inc. History No change 19 3 0.0% 0.0% 813 0 0.0% Q2 2026 Jul 10, 2026
PlanVest Financial, Inc History No change 21 3 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 10, 2026
Fairman Group, LLC History No change 12 2 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 04, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 4 1 0.0% 0.0% 816 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 10 1 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 9 1 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 10, 2026
Colonial Trust Co / SC History No change 7 1 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 11, 2026
ROCKLAND TRUST CO History Closed out 0 0 — 0.01% — -1,193 -100.0% Q3 2026 Oct 05, 2026
Coastline Trust Co History Closed out 0 0 — 0.0% — -144 -100.0% Q3 2026 Oct 01, 2026
Cape Investment Advisory, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Provenance Wealth Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026