iSHARES TRUST - IQLT

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 59,026,522 2,924,764 1.56% 1.56% 1 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 17,152,533 849,908 0.42% 0.42% 2 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 14,377,913 712,387 0.17% 0.17% 3 0 0.0% Q2 2026 Sep 23, 2026
AMERIPRISE FINANCIAL INC History No change 11,077,862 548,982 0.11% 0.11% 4 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 7,891,119 391,004 5.71% 5.71% 5 0 0.0% Q2 2026 Jul 14, 2026
BANK OF AMERICA CORP /DE/ History No change 7,526,589 372,942 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 6,252,224 309,797 0.37% 0.37% 7 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 6,172,336 305,839 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 6,123,953 303,441 4.0% 4.0% 9 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 4,713,571 233,557 0.21% 0.21% 10 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 4,314,368 213,776 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 4,130,838 204,683 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 3,181,448 157,640 0.54% 0.54% 13 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 2,789,127 138,201 0.19% 0.19% 14 0 0.0% Q2 2026 Aug 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,734,970 135,517 0.17% 0.17% 15 0 0.0% Q2 2026 Aug 19, 2026
HighTower Advisors, LLC History No change 2,154,717 106,766 0.1% 0.1% 16 0 0.0% Q2 2026 Aug 05, 2026
TIAA Wealth Investment Management LLC History No change 2,164,505 106,688 0.71% 0.71% 17 0 0.0% Q2 2026 Aug 10, 2026
Cresset Asset Management, LLC History No change 1,903,106 94,298 0.34% 0.34% 18 0 0.0% Q2 2026 Aug 14, 2026
Sage Mountain Advisors LLC History No change 1,706,820 84,572 5.2% 5.2% 19 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History No change 1,696,115 84,042 1.02% 1.02% 20 0 0.0% Q2 2026 Jul 22, 2026
Millburn Ridgefield LLC /DE/ History No change 1,650,206 81,767 1.55% 1.55% 21 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 1,650,206 81,767 1.36% 1.36% 22 0 0.0% Q2 2026 Jul 24, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,566,816 77,635 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 1,564,321 77,512 0.92% 0.92% 24 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 1,420,268 70,375 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,385,860 68,669 0.09% 0.09% 26 0 0.0% Q2 2026 Jul 29, 2026
FMR LLC History No change 1,369,264 67,847 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 1,345,944 66,691 1.11% 1.11% 28 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 1,276,333 63,242 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 1,155,220 57,241 0.34% 0.34% 30 0 0.0% Q2 2026 Aug 17, 2026
MML INVESTORS SERVICES, LLC History No change 1,142,286 56,600 0.12% 0.12% 31 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 1,106,741 54,839 0.11% 0.11% 32 0 0.0% Q2 2026 Aug 05, 2026
Haverford Trust Co History No change 1,095,233 54,268 0.47% 0.47% 33 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 1,076,926 53,361 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 13, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 1,061,444 52,594 6.68% 6.68% 35 0 0.0% Q2 2026 Aug 25, 2026
Allen Capital Group, LLC History No change 1,053,465 52,199 4.25% 4.25% 36 0 0.0% Q2 2026 Jul 27, 2026
Carnegie Investment Counsel History No change 1,014,957 50,291 1.01% 1.01% 37 0 0.0% Q2 2026 Jul 30, 2026
RVW Wealth, LLC History Added to 990,798 49,014 3.15% 3.13% 38 +32,437 3.38% Q3 2026 Oct 06, 2026
Rockefeller Capital Management L.P. History No change 974,936 48,308 0.07% 0.07% 39 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 945,496 46,849 1.23% 1.23% 40 0 0.0% Q2 2026 Aug 14, 2026
D'Orazio & Associates, Inc. History No change 906,626 44,923 5.2% 5.2% 41 0 0.0% Q2 2026 Jul 28, 2026
Unison Advisors LLC History No change 893,135 44,254 3.09% 3.09% 42 0 0.0% Q2 2026 Jul 22, 2026
Harbor Group, Inc. History No change 880,746 43,640 5.13% 5.13% 43 0 0.0% Q2 2026 Jul 22, 2026
Sunburst Financial Group, LLC History Added to 877,982 43,433 6.88% 6.52% 44 +65,315 8.04% Q3 2026 Oct 08, 2026
Silver Coast Investments LLC History No change 874,412 43,327 12.9% 12.9% 45 0 0.0% Q2 2026 Jul 24, 2026
Aptus Capital Advisors, LLC History No change 822,310 40,745 0.28% 0.28% 46 0 0.0% Q2 2026 Aug 12, 2026
MASON STREET ADVISORS, LLC History No change 792,666 39,276 3.54% 3.54% 47 0 0.0% Q2 2026 Aug 12, 2026
Wharton Business Group, LLC History No change 779,050 38,601 1.29% 1.29% 48 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 773,653 38,338 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 719,179 35,635 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 704,293 34,897 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 700,011 34,686 0.08% 0.08% 52 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Wealth, LLC History No change 698,840 34,627 0.35% 0.35% 53 0 0.0% Q2 2026 Aug 10, 2026
Foster Victor Wealth Advisors, LLC History No change 697,839 34,445 1.81% 1.81% 54 0 0.0% Q2 2026 Jul 22, 2026
OpenArc Corporate Advisory, LLC History No change 638,871 31,656 0.38% 0.38% 55 0 0.0% Q2 2026 Aug 05, 2026
AGF MANAGEMENT LTD History No change 583,195 28,897 0.11% 0.11% 56 0 0.0% Q2 2026 Aug 10, 2026
Carr Financial Group Corp History No change 573,316 28,407 6.54% 6.54% 57 0 0.0% Q2 2026 Aug 06, 2026
Foster Group, Inc. History No change 540,922 26,802 0.71% 0.71% 58 0 0.0% Q2 2026 Jul 07, 2026
Paragon Capital Management Ltd History Added to 536,289 26,530 4.88% 5.03% 59 +359 0.07% Q3 2026 Oct 09, 2026
SCS Capital Management LLC History No change 532,178 26,369 0.25% 0.25% 60 0 0.0% Q2 2026 Aug 06, 2026
Valence8 US LP History No change 527,435 26,134 8.7% 8.7% 61 0 0.0% Q2 2026 Aug 06, 2026
TriCert Investment Counsel Inc. History No change 519,816 25,756 2.4% 2.4% 62 0 0.0% Q2 2026 Aug 10, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 517,003 25,617 2.56% 2.56% 63 0 0.0% Q2 2026 Jul 07, 2026
Altus Wealth Management, LLC History No change 513,827 25,460 9.8% 9.8% 64 0 0.0% Q2 2026 Jul 21, 2026
Kathmere Capital Management, LLC History No change 512,630 25,400 1.34% 1.34% 65 0 0.0% Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History No change 508,468 25,062 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 12, 2026
Ascent Wealth Partners, LLC History No change 483,164 23,940 2.39% 2.39% 67 0 0.0% Q2 2026 Jul 31, 2026
Armbruster Capital Management, Inc. History No change 477,138 23,642 3.52% 3.52% 68 0 0.0% Q2 2026 Jul 16, 2026
Coastal Bridge Advisors, LLC History No change 470,381 23,307 1.44% 1.44% 69 0 0.0% Q2 2026 Aug 17, 2026
Linscomb Wealth, Inc. History No change 461,807 22,882 0.99% 0.99% 70 0 0.0% Q2 2026 Jul 31, 2026
Focus Partners Wealth History No change 459,291 22,757 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 451,815 22,378 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 10, 2026
Ledyard National Bank History No change 432,942 21,452 1.72% 1.72% 73 0 0.0% Q2 2026 Jul 16, 2026
Ameritas Advisory Services, LLC History No change 427,701 21,192 0.43% 0.43% 74 0 0.0% Q2 2026 Aug 14, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 400,574 19,848 1.66% 1.66% 75 0 0.0% Q2 2026 Jul 09, 2026
Abundance Wealth Counselors History No change 394,440 19,544 1.27% 1.27% 76 0 0.0% Q2 2026 Jul 23, 2026
Savant Capital, LLC History No change 392,096 19,428 0.06% 0.06% 77 0 0.0% Q2 2026 Aug 10, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 385,398 19,096 0.25% 0.25% 78 0 0.0% Q2 2026 Jul 15, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 379,823 18,819 11.34% 11.34% 79 0 0.0% Q2 2026 Aug 13, 2026
Advus Financial Partners, LLC History No change 373,060 18,485 5.27% 5.27% 80 0 0.0% Q2 2026 Oct 02, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 365,142 18,092 1.07% 1.07% 81 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History No change 359,565 17,816 0.33% 0.33% 82 0 0.0% Q2 2026 Aug 06, 2026
Frontier Asset Management, LLC History No change 357,755 17,726 3.17% 3.17% 83 0 0.0% Q2 2026 Aug 06, 2026
Inlight Wealth Management, LLC History No change 351,520 17,417 5.54% 5.54% 84 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Capital Group History Added to 324,762 16,065 1.9% 1.82% 85 +17,896 5.83% Q3 2026 Oct 08, 2026
Longview Financial Advisors, Inc. History Reduced 324,072 16,031 9.18% 9.52% 86 -4,334 -1.32% Q3 2026 Oct 08, 2026
MBA Advisors LLC History No change 317,950 15,754 5.3% 5.3% 87 0 0.0% Q2 2026 Jul 28, 2026
Retirement Planning Group, LLC History No change 317,383 15,726 0.4% 0.4% 88 0 0.0% Q2 2026 Aug 05, 2026
Intrua Financial, LLC History No change 312,897 15,504 1.42% 1.42% 89 0 0.0% Q2 2026 Jul 24, 2026
ENZI WEALTH History No change 313,267 15,462 4.9% 4.9% 90 0 0.0% Q2 2026 Jul 15, 2026
Sanctuary Advisors, LLC History No change 307,058 15,214 0.07% 0.07% 91 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 305,401 15,132 1.05% 1.05% 92 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 305,078 15,116 0.05% 0.05% 93 0 0.0% Q2 2026 Aug 12, 2026
Interchange Capital Partners, LLC History No change 295,800 14,656 2.76% 2.76% 94 0 0.0% Q2 2026 Jul 20, 2026
VERUS CAPITAL PARTNERS, LLC History No change 295,597 14,646 0.79% 0.79% 95 0 0.0% Q2 2026 Aug 06, 2026
MidFirst Bank History No change 277,660 13,758 0.98% 0.98% 96 0 0.0% Q2 2026 Aug 07, 2026
Marshall Financial Group, LLC History No change 260,992 12,932 1.89% 1.89% 97 0 0.0% Q2 2026 Jul 17, 2026
Tolleson Wealth Management, Inc. History No change 259,003 12,833 1.73% 1.73% 98 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 254,863 12,628 0.21% 0.21% 99 0 0.0% Q2 2026 Jul 31, 2026
Focus Partners Advisor Solutions, LLC History No change 252,064 12,489 0.11% 0.11% 100 0 0.0% Q2 2026 Aug 06, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 246,666 12,222 3.21% 3.21% 101 0 0.0% Q2 2026 Aug 10, 2026
SVRN Asset Management, LLC History No change 243,304 12,055 6.2% 6.2% 102 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 240,847 11,933 0.05% 0.05% 103 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 233,794 11,584 0.22% 0.22% 104 0 0.0% Q2 2026 Aug 14, 2026
Kinetic Wealth Investment Advisors LLC History No change 227,789 11,286 5.32% 5.32% 105 0 0.0% Q2 2026 Sep 02, 2026
AlTi Global, Inc. History No change 227,761 11,285 0.23% 0.23% 106 0 0.0% Q2 2026 Aug 05, 2026
Koenig Investment Advisory, LLC History Added to 227,841 11,271 8.25% 8.24% 107 +13,660 6.38% Q3 2026 Oct 09, 2026
World Investment Advisors History No change 241,247 11,152 0.18% 0.18% 108 0 0.0% Q2 2026 Aug 13, 2026
Financial Strategies Group, Inc. History No change 222,912 11,058 1.76% 1.76% 109 0 0.0% Q2 2026 Aug 10, 2026
Summit Wealth Partners, LLC History No change 222,779 11,038 1.57% 1.57% 110 0 0.0% Q2 2026 Aug 03, 2026
Sequoia Financial Advisors, LLC History No change 220,256 10,913 0.05% 0.05% 111 0 0.0% Q2 2026 Jul 17, 2026
FLOW TRADERS U.S. LLC History No change 214,337 10,620 0.44% 0.44% 112 0 0.0% Q2 2026 Aug 14, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 48,316 10,601 5.26% 5.26% 113 0 0.0% Q2 2026 Jul 07, 2026
Wealthspire Retirement, LLC History No change 211,239 10,466 0.57% 0.57% 114 0 0.0% Q2 2026 Aug 12, 2026
MIDDLETON & CO INC/MA History No change 209,381 10,374 1.1% 1.1% 115 0 0.0% Q2 2026 Aug 10, 2026
Financial Management, Inc. History No change 207,017 10,257 8.41% 8.41% 116 0 0.0% Q2 2026 Aug 12, 2026
Planning Strategies Inc. History Reduced 203,219 10,053 5.95% 6.4% 117 -3,747 -1.81% Q3 2026 Oct 02, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 202,585 10,038 5.24% 5.24% 118 0 0.0% Q2 2026 Aug 14, 2026
Clearview Wealth Management LLC History No change 199,418 9,881 6.35% 6.35% 119 0 0.0% Q2 2026 Jul 13, 2026
Bell Investment Advisors, Inc History No change 190,136 9,421 1.38% 1.38% 120 0 0.0% Q2 2026 Aug 06, 2026
1900 WEALTH MANAGEMENT LLC History No change 188,713 9,350 0.52% 0.52% 121 0 0.0% Q2 2026 Aug 04, 2026
Opulen Financial Group LLC History No change 188,137 9,322 5.86% 5.86% 122 0 0.0% Q2 2026 Jul 27, 2026
BlackRock, Inc. History No change 186,425 9,237 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 07, 2026
Ackerman Capital Advisors, LLC History No change 182,490 9,042 1.82% 1.82% 124 0 0.0% Q2 2026 Jul 30, 2026
Capital Investment Counsel, LLC History No change 179,380 8,888 1.1% 1.1% 125 0 0.0% Q2 2026 Jul 15, 2026
Richard P Slaughter Associates Inc History No change 178,701 8,854 1.74% 1.74% 126 0 0.0% Q2 2026 Jul 13, 2026
Farther Finance Advisors, LLC History Added to 175,692 8,691 0.06% 0.05% 127 +37,902 27.51% Q3 2026 Oct 08, 2026
Parallel Advisors, LLC History No change 164,978 8,174 0.12% 0.12% 128 0 0.0% Q2 2026 Aug 05, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 163,109 8,082 1.17% 1.17% 129 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 162,431 8,048 1.01% 1.01% 130 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 162,127 8,034 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 14, 2026
Auxano Advisors, LLC History No change 161,497 8,002 1.52% 1.52% 132 0 0.0% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History No change 159,576 7,906 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 13, 2026
Eagle Strategies LLC History No change 158,192 7,838 0.78% 0.78% 134 0 0.0% Q2 2026 Jul 21, 2026
BFSG, LLC History No change 155,493 7,704 0.68% 0.68% 135 0 0.0% Q2 2026 Jul 20, 2026
Apollon Financial, LLC History No change 151,067 7,485 0.88% 0.88% 136 0 0.0% Q2 2026 Jul 22, 2026
BAILARD, INC. History No change 147,917 7,329 0.15% 0.15% 137 0 0.0% Q2 2026 Jul 30, 2026
MFA Wealth Services History No change 147,176 7,292 4.36% 4.36% 138 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 143,225 7,097 0.27% 0.27% 139 0 0.0% Q2 2026 Aug 17, 2026
Dynamic Advisor Solutions LLC History No change 141,796 7,025 0.2% 0.2% 140 0 0.0% Q2 2026 Jul 07, 2026
Colonial Trust Co / SC History No change 141,037 6,988 0.88% 0.88% 141 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 139,299 6,902 0.09% 0.09% 142 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Management, LLC History No change 137,805 6,828 0.21% 0.21% 143 0 0.0% Q2 2026 Aug 05, 2026
Calydon Capital History No change 134,228 6,651 0.97% 0.97% 144 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 134,098 6,644 0.24% 0.24% 145 0 0.0% Q2 2026 Jul 21, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 133,921 6,635 0.66% 0.66% 146 0 0.0% Q2 2026 Jul 22, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 131,926 6,536 1.56% 1.56% 147 0 0.0% Q2 2026 Aug 10, 2026
Composition Wealth, LLC History No change 130,849 6,483 0.08% 0.08% 148 0 0.0% Q2 2026 Jul 22, 2026
Intergy Private Wealth, LLC History No change 130,800 6,481 1.5% 1.5% 149 0 0.0% Q2 2026 Jul 17, 2026
Quantinno Capital Management LP History No change 130,092 6,446 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History Reduced 128,504 6,357 0.1% 0.13% 151 -47,441 -26.96% Q3 2026 Oct 05, 2026
BankPlus Wealth Management LLC History No change 127,136 6,300 2.84% 2.84% 152 0 0.0% Q2 2026 Jul 17, 2026
PLIMOTH TRUST CO LLC History No change 126,424 6,264 1.25% 1.25% 153 0 0.0% Q2 2026 Jul 28, 2026
SVB WEALTH LLC History No change 124,256 6,156 0.39% 0.39% 154 0 0.0% Q2 2026 Jul 17, 2026
USAdvisors Wealth Management, LLC History No change 123,090 6,099 1.75% 1.75% 155 0 0.0% Q2 2026 Jul 29, 2026
WPG Advisers, LLC History No change 122,399 6,064 3.56% 3.56% 156 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 122,018 6,046 0.1% 0.1% 157 0 0.0% Q2 2026 Jul 21, 2026
Summit Financial, LLC History No change 119,677 5,929 0.07% 0.07% 158 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 119,025 5,897 0.01% 0.01% 159 0 0.0% Q2 2026 Jul 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 118,867 5,889 0.28% 0.28% 160 0 0.0% Q2 2026 Jul 28, 2026
DAVENPORT & Co LLC History No change 118,515 5,872 0.03% 0.03% 161 0 0.0% Q2 2026 Jul 13, 2026
OxenFree Capital LLC History Added to 116,609 5,803 2.51% 2.54% 162 +4,745 4.24% Q3 2026 Oct 07, 2026
OAK FAMILY ADVISORS, LLC History No change 115,586 5,727 1.46% 1.46% 163 0 0.0% Q2 2026 Jul 20, 2026
Balentine LLC History No change 112,722 5,585 0.2% 0.2% 164 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 111,181 5,509 0.12% 0.12% 165 0 0.0% Q2 2026 Aug 14, 2026
HOWE & RUSLING INC History No change 109,205 5,411 0.31% 0.31% 166 0 0.0% Q2 2026 Aug 10, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 109,000 5,400 1.93% 1.93% 167 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 108,416 5,372 0.03% 0.03% 168 0 0.0% Q2 2026 Jul 29, 2026
BENJAMIN EDWARDS INC History No change 108,195 5,361 0.05% 0.05% 169 0 0.0% Q2 2026 Jul 24, 2026
Bleakley Financial Group, LLC History No change 107,814 5,342 0.07% 0.07% 170 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 103,239 5,115 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Tacita Capital Inc History No change 102,043 5,056 2.74% 2.74% 172 0 0.0% Q2 2026 Aug 10, 2026
PALLADIEM, LLC History No change 99,191 4,914 4.77% 4.77% 173 0 0.0% Q2 2026 Aug 13, 2026
Baron Financial Group, LLC History Reduced 99,135 4,904 2.39% 2.36% 174 -585 -0.59% Q3 2026 Oct 09, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 98,568 4,884 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 07, 2026
SFM, LLC History No change 97,261 4,819 2.47% 2.47% 176 0 0.0% Q2 2026 Jul 07, 2026
Councilor Wealth, LLC History Reduced 97,003 4,798 1.98% 2.1% 177 -7,600 -7.27% Q3 2026 Oct 09, 2026
CAPTRUST FINANCIAL ADVISORS History No change 96,274 4,770 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 13, 2026
Shum Financial Group, Inc. History No change 95,491 4,731 2.85% 2.85% 179 0 0.0% Q2 2026 Jul 22, 2026
WARNER FINANCIAL, INC History No change 95,167 4,715 1.39% 1.39% 180 0 0.0% Q2 2026 Jul 09, 2026
Evensky & Katz LLC History No change 94,610 4,688 0.24% 0.24% 181 0 0.0% Q2 2026 Jul 22, 2026
Legacy Advisory Services, LLC History No change 92,729 4,594 3.23% 3.23% 182 0 0.0% Q2 2026 Jul 21, 2026
Veridan Wealth LLC History No change 91,594 4,538 1.54% 1.54% 183 0 0.0% Q2 2026 Aug 10, 2026
ICICI Prudential Asset Management Co Ltd History No change 91,455 4,531 0.5% 0.5% 184 0 0.0% Q2 2026 Aug 06, 2026
Thrive Wealth Management, LLC History No change 91,017 4,509 0.57% 0.57% 185 0 0.0% Q2 2026 Jul 07, 2026
LongView Wealth Management History No change 88,614 4,390 1.13% 1.13% 186 0 0.0% Q2 2026 Jul 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 88,457 4,308 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 84,874 4,205 0.09% 0.09% 188 0 0.0% Q2 2026 Aug 03, 2026
AQR CAPITAL MANAGEMENT LLC History No change 83,960 4,160 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
Madison Asset Management, LLC History No change 83,599 4,142 0.05% 0.05% 190 0 0.0% Q2 2026 Aug 10, 2026
Valmark Advisers, Inc. History No change 83,405 4,132 0.04% 0.04% 191 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 83,084 4,117 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 15, 2026
Clearwave Capital, LLC History No change 82,885 4,106 2.26% 2.26% 193 0 0.0% Q2 2026 Jul 17, 2026
Crumly & Associates Inc. History Reduced 81,590 4,036 0.72% 0.86% 194 -8,988 -9.92% Q3 2026 Oct 07, 2026
Dorsey & Whitney Trust CO LLC History No change 80,230 3,975 0.19% 0.19% 195 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History Reduced 78,148 3,853 0.05% 0.06% 196 -6,835 -8.04% Q3 2026 Oct 08, 2026
Wingate Wealth Advisors, Inc. History No change 77,442 3,837 1.69% 1.69% 197 0 0.0% Q2 2026 Jul 29, 2026
Sigma Planning Corp History No change 76,911 3,810 0.1% 0.1% 198 0 0.0% Q2 2026 Aug 07, 2026
FIRST FOUNDATION ADVISORS History No change 76,511 3,791 0.14% 0.14% 199 0 0.0% Q2 2026 Aug 14, 2026
Milestone Investment Advisors LLC History No change 74,692 3,700 0.8% 0.8% 200 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 73,643 3,649 0.02% 0.02% 201 0 0.0% Q2 2026 Aug 10, 2026
DURANTE & WATERS, LLC History No change 73,093 3,621 2.37% 2.37% 202 0 0.0% Q2 2026 Aug 10, 2026
Capital Analysts, LLC History No change 72,907 3,612 0.08% 0.08% 203 0 0.0% Q2 2026 Aug 05, 2026
One Capital Management, LLC History No change 77,910 3,601 0.1% 0.1% 204 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 71,853 3,560 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 28, 2026
PRINCIPAL SECURITIES, INC. History No change 71,795 3,557 0.04% 0.04% 206 0 0.0% Q2 2026 Aug 04, 2026
Pathway Financial Advisors LLC History Added to 71,846 3,554 0.39% 0.15% 207 +45,912 177.03% Q3 2026 Oct 07, 2026
Lantern Wealth Advisors, LLC History No change 71,405 3,538 1.62% 1.62% 208 0 0.0% Q2 2026 Jul 28, 2026
Rockingstone Advisors LLC History No change 71,195 3,527 1.42% 1.42% 209 0 0.0% Q2 2026 Jul 13, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 68,134 3,376 0.25% 0.25% 210 0 0.0% Q2 2026 Jul 28, 2026
Investor's Fiduciary Advisor Network, LLC History No change 67,405 3,339 1.13% 1.13% 211 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 66,559 3,297 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 11, 2026
Nova R Wealth, Inc. History No change 66,413 3,290 0.96% 0.96% 213 0 0.0% Q2 2026 Jul 17, 2026
Professional Financial Advisors, LLC History No change 63,878 3,165 0.55% 0.55% 214 0 0.0% Q2 2026 Jul 09, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 63,600 3,146 1.89% 1.85% 215 +1,430 2.3% Q3 2026 Oct 07, 2026
Emerald Advisors, LLC History No change 63,291 3,136 0.39% 0.39% 216 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD SECURITIES, INC. History No change 63,084 3,125 0.18% 0.18% 217 0 0.0% Q2 2026 Jul 15, 2026
Arrowroot Family Office, LLC History No change 62,287 3,086 0.88% 0.88% 218 0 0.0% Q2 2026 Aug 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 62,047 3,074 0.06% 0.06% 219 0 0.0% Q2 2026 Jul 14, 2026
CLG LLC History No change 61,474 3,046 0.67% 0.67% 220 0 0.0% Q2 2026 Jul 16, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 61,108 3,027 2.48% 2.48% 221 0 0.0% Q2 2026 Jul 21, 2026
IEQ CAPITAL, LLC History No change 60,750 3,010 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 59,216 2,947 0.04% 0.04% 223 0 0.0% Q2 2026 Aug 06, 2026
Advisors Capital Management, LLC History No change 59,217 2,934 0.03% 0.03% 224 0 0.0% Q2 2026 Aug 11, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 58,714 2,909 2.61% 2.61% 225 0 0.0% Q2 2026 Jul 09, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 58,233 2,885 0.71% 0.71% 226 0 0.0% Q2 2026 Aug 12, 2026
Beacon Financial Advisory LLC History No change 56,643 2,806 0.55% 0.55% 227 0 0.0% Q2 2026 Aug 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 56,194 2,784 0.1% 0.1% 228 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 56,289 2,757 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 27, 2026
My Personal CFO, LLC History No change 55,612 2,755 1.08% 1.08% 230 0 0.0% Q2 2026 Jul 21, 2026
Private Advisor Group, LLC History No change 54,448 2,697 0.01% 0.01% 231 0 0.0% Q2 2026 Jul 27, 2026
Kraft, Davis & Associates, LLC History No change 54,923 2,697 0.56% 0.56% 232 0 0.0% Q2 2026 Jul 09, 2026
D.A. DAVIDSON & CO. History No change 54,379 2,694 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 24, 2026
Moors & Cabot, Inc. History No change 54,081 2,679 0.1% 0.1% 234 0 0.0% Q2 2026 Aug 10, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 53,817 2,666 0.41% 0.41% 235 0 0.0% Q2 2026 Jul 29, 2026
Lifetime Wealth Management P.C. History No change 53,687 2,660 1.55% 1.55% 236 0 0.0% Q2 2026 Aug 14, 2026
OMNI 360 Wealth, Inc. History No change 53,485 2,650 1.22% 1.22% 237 0 0.0% Q2 2026 Jul 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 53,325 2,642 0.3% 0.3% 238 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 51,935 2,573 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 51,307 2,542 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 50,737 2,514 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 07, 2026
RFG Advisory, LLC History No change 49,073 2,431 0.04% 0.04% 242 0 0.0% Q2 2026 Jul 15, 2026
Chicago Partners Investment Group LLC History No change 49,115 2,420 0.05% 0.05% 243 0 0.0% Q2 2026 Jul 29, 2026
Well Done, LLC History No change 47,639 2,360 0.32% 0.32% 244 0 0.0% Q2 2026 Jul 24, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 47,387 2,348 1.81% 1.81% 245 0 0.0% Q2 2026 Jul 24, 2026
Fort Sheridan Advisors LLC History No change 47,240 2,340 0.25% 0.25% 246 0 0.0% Q2 2026 Aug 05, 2026
SWEENEY & MICHEL, LLC History No change 45,216 2,336 0.61% 0.61% 247 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 47,204 2,317 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 46,365 2,297 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 14, 2026
Glass Jacobson Investment Advisors llc History No change 45,607 2,259 0.7% 0.7% 250 0 0.0% Q2 2026 Jul 30, 2026
Wealthspire Advisors, LLC History No change 45,435 2,251 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 11, 2026
YHB Investment Advisors, Inc. History Reduced 45,369 2,244 0.14% 0.17% 252 -9,609 -17.48% Q3 2026 Oct 08, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 45,084 2,233 0.12% 0.12% 253 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 44,390 2,199 0.18% 0.18% 254 0 0.0% Q2 2026 Jul 28, 2026
PATRON PARTNERS, LLC History No change 43,840 2,172 0.84% 0.84% 255 0 0.0% Q2 2026 Aug 11, 2026
VIAWEALTH, LLC History No change 43,755 2,168 1.09% 1.09% 256 0 0.0% Q2 2026 Aug 11, 2026
LANDAAS & CO /WI /ADV History No change 43,648 2,162 0.39% 0.39% 257 0 0.0% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History No change 43,544 2,157 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 13, 2026
HMV Wealth Advisors, LLC History No change 43,125 2,136 0.83% 0.83% 259 0 0.0% Q2 2026 Jul 13, 2026
CIBC Bancorp USA Inc. History No change 40,605 2,012 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 40,092 1,986 0.09% 0.09% 261 0 0.0% Q2 2026 Jul 23, 2026
Box Hill Private Wealth LLC History Added to 39,955 1,976 1.44% 1.35% 262 +5,968 17.56% Q3 2026 Oct 05, 2026
Integrated Advisors Network LLC History No change 39,799 1,972 0.09% 0.09% 263 0 0.0% Q2 2026 Aug 11, 2026
TME FINANCIAL, INC. History No change 39,671 1,965 1.21% 1.21% 264 0 0.0% Q2 2026 Jul 23, 2026
Trilogy Capital Inc. History No change 39,653 1,964 0.08% 0.08% 265 0 0.0% Q2 2026 Jul 02, 2026
Arkadios Wealth Advisors History No change 39,309 1,947 0.03% 0.03% 266 0 0.0% Q2 2026 Aug 10, 2026
Avidian Wealth Enterprises, LLC History Added to 39,353 1,946 0.05% 0.01% 267 +34,563 721.57% Q3 2026 Oct 08, 2026
SlateStone Wealth, LLC History No change 39,193 1,942 0.15% 0.15% 268 0 0.0% Q2 2026 Jul 20, 2026
SAX WEALTH ADVISORS, LLC History No change 40,553 1,874 0.08% 0.08% 269 0 0.0% Q2 2026 Jul 09, 2026
Connecticut Capital Management Group, LLC History No change 36,584 1,812 1.46% 1.46% 270 0 0.0% Q2 2026 Jul 17, 2026
Addison Advisors LLC History No change 36,489 1,808 0.85% 0.85% 271 0 0.0% Q2 2026 Aug 10, 2026
Integrated Wealth Concepts LLC History No change 36,234 1,795 0.01% 0.01% 272 0 0.0% Q2 2026 Sep 08, 2026
Waverly Advisors, LLC History No change 36,114 1,789 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 35,861 1,776 0.16% 0.16% 274 0 0.0% Q2 2026 Aug 05, 2026
Klaas Financial Asset Advisors, LLC History No change 34,934 1,730 0.22% 0.22% 275 0 0.0% Q2 2026 Jul 15, 2026
Integrity Financial Corp /WA History No change 34,371 1,703 0.81% 0.81% 276 0 0.0% Q2 2026 Jul 31, 2026
Southland Equity Partners LLC History No change 34,201 1,694 0.3% 0.3% 277 0 0.0% Q2 2026 Jul 13, 2026
SFI Advisors, LLC History No change 33,876 1,678 1.45% 1.45% 278 0 0.0% Q2 2026 Jul 27, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 33,590 1,664 0.31% 0.31% 279 0 0.0% Q2 2026 Jul 09, 2026
Keystone Financial Group History No change 32,740 1,622 0.1% 0.1% 280 0 0.0% Q2 2026 Jul 29, 2026
Montis Financial, LLC History No change 32,702 1,620 0.33% 0.33% 281 0 0.0% Q2 2026 Aug 05, 2026
Capital Squared Financial LLC History No change 32,418 1,606 1.05% 1.05% 282 0 0.0% Q2 2026 Jul 21, 2026
Meridian Financial Partners LLC History No change 32,406 1,605 0.55% 0.55% 283 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Financial Group, LLC /NE/ History No change 32,392 1,605 0.99% 0.99% 284 0 0.0% Q2 2026 Aug 11, 2026
TAGStone Capital, Inc. History No change 32,263 1,598 0.51% 0.51% 285 0 0.0% Q2 2026 Aug 11, 2026
Medallion Wealth Advisors, LLC History No change 30,225 1,597 0.5% 0.5% 286 0 0.0% Q2 2026 Aug 14, 2026
Avestar Capital, LLC History No change 31,919 1,581 0.09% 0.09% 287 0 0.0% Q2 2026 Jul 29, 2026
Wealth Group Ltd History No change 31,560 1,571 0.29% 0.3% 288 0 0.0% Q3 2026 Oct 07, 2026
Alpine Bank Wealth Management History No change 31,563 1,563 0.2% 0.2% 289 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 31,386 1,555 0.02% 0.02% 290 0 0.0% Q2 2026 Aug 06, 2026
Robertson Stephens Wealth Management, LLC History No change 31,399 1,555 0.04% 0.04% 291 0 0.0% Q2 2026 Jul 29, 2026
Berger Financial Group, Inc History No change 31,162 1,544 0.08% 0.08% 292 0 0.0% Q2 2026 Aug 04, 2026
Yoder Wealth Management, Inc. History No change 31,106 1,541 0.6% 0.6% 293 0 0.0% Q2 2026 Jul 22, 2026
CITADEL ADVISORS LLC History No change 30,936 1,532 0.0% 0.0% 294 0 0.0% Q2 2026 Sep 02, 2026
Raab & Moskowitz Asset Management LLC History No change 30,669 1,519 0.31% 0.31% 295 0 0.0% Q2 2026 Jul 28, 2026
RED REEF ADVISORS LLC History No change 30,587 1,515 1.4% 1.4% 296 0 0.0% Q2 2026 Jul 23, 2026
BIP Wealth, LLC History No change 30,390 1,505 0.04% 0.04% 297 0 0.0% Q2 2026 Aug 03, 2026
Capital Advisors, Ltd. LLC History No change 30,325 1,503 0.15% 0.15% 298 0 0.0% Q2 2026 Jul 16, 2026
CoreCap Advisors, LLC History Reduced 29,923 1,480 0.04% 0.05% 299 -951 -3.08% Q3 2026 Oct 08, 2026
Clark Capital Management Group, Inc. History No change 29,556 1,464 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 11, 2026
Bryant Woods Investment Advisors, LLC History No change 29,447 1,459 0.41% 0.41% 301 0 0.0% Q2 2026 Jul 22, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 29,078 1,438 0.09% 0.1% 302 -1 -0.0% Q3 2026 Oct 08, 2026
GHP Investment Advisors, Inc. History No change 28,993 1,436 0.05% 0.05% 303 0 0.0% Q2 2026 Jul 17, 2026
Rothschild Wealth LLC History No change 28,894 1,431 0.11% 0.11% 304 0 0.0% Q2 2026 Aug 11, 2026
Daybright Advisory Services, Inc. History No change 28,494 1,429 0.34% 0.34% 305 0 0.0% Q2 2026 Aug 04, 2026
Forefront Wealth Partners, LLC History No change 27,850 1,379 0.43% 0.43% 306 0 0.0% Q2 2026 Aug 20, 2026
BankPlus Trust Department History No change 27,566 1,365 0.32% 0.32% 307 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History No change 26,841 1,329 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 05, 2026
FLAGSTAR SECURITIES, INC History No change 26,748 1,325 0.4% 0.4% 309 0 0.0% Q2 2026 Jul 15, 2026
Allworth Financial LP History No change 26,497 1,312 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 25,593 1,268 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
Crane Advisory, LLC History No change 25,501 1,263 0.18% 0.18% 312 0 0.0% Q2 2026 Jul 17, 2026
MAI Capital Management History No change 25,487 1,262 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 14, 2026
Arete Wealth Advisors, LLC History No change 24,948 1,236 0.08% 0.08% 314 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 24,519 1,214 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
Pasadena Private Wealth, LLC History No change 24,320 1,205 0.15% 0.15% 316 0 0.0% Q2 2026 Aug 10, 2026
Visionary Wealth Advisors History No change 24,110 1,194 0.05% 0.05% 317 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History Added to 23,813 1,178 0.1% 0.1% 318 +1,269 5.63% Q3 2026 Oct 09, 2026
McHugh Group, LLC History No change 23,700 1,174 0.6% 0.6% 319 0 0.0% Q2 2026 Jul 16, 2026
Merit Financial Group, LLC History No change 23,224 1,150 0.01% 0.01% 320 0 0.0% Q2 2026 Jul 20, 2026
Choate Investment Advisors History No change 23,207 1,149 0.02% 0.02% 321 0 0.0% Q2 2026 Aug 11, 2026
Firestone Capital Management History No change 23,048 1,142 0.21% 0.21% 322 0 0.0% Q2 2026 Jul 31, 2026
GTS SECURITIES LLC History No change 22,799 1,129 0.02% 0.02% 323 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 22,640 1,121 0.07% 0.07% 324 0 0.0% Q2 2026 Aug 11, 2026
Magnolia Private Wealth, LLC History No change 22,279 1,103 0.61% 0.61% 325 0 0.0% Q2 2026 Aug 05, 2026
WNY Asset Management, LLC History No change 22,217 1,100 0.1% 0.1% 326 0 0.0% Q2 2026 Aug 17, 2026
Gladstone Institutional Advisory LLC History No change 22,114 1,095 0.03% 0.03% 327 0 0.0% Q2 2026 Jul 27, 2026
L & S Advisors Inc History No change 21,785 1,079 0.11% 0.11% 328 0 0.0% Q2 2026 Aug 12, 2026
GREENWOOD GEARHART LLC History No change 21,681 1,074 0.05% 0.05% 329 0 0.0% Q2 2026 Jul 24, 2026
Pallas Capital Advisors LLC History No change 21,561 1,068 0.03% 0.03% 330 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 21,092 1,045 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 20, 2026
M&T BANK CORP History No change 20,736 1,027 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 04, 2026
US BANCORP \DE\ History No change 20,631 1,022 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 20,360 1,008 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 13, 2026
Investment Research Partners LLC History No change 20,042 993 0.34% 0.34% 335 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 19,944 988 0.76% 0.76% 336 0 0.0% Q2 2026 Jul 31, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 19,848 983 0.36% 0.36% 337 0 0.0% Q2 2026 Jul 14, 2026
PFG Investments, LLC History No change 19,797 980 0.04% 0.04% 338 0 0.0% Q2 2026 Jul 23, 2026
Geneos Wealth Management Inc. History No change 19,770 979 0.02% 0.02% 339 0 0.0% Q2 2026 Aug 06, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 19,741 978 0.59% 0.59% 340 0 0.0% Q2 2026 Jul 29, 2026
Go Invest LLC History Added to 19,742 976 0.21% 0.22% 341 +520 2.71% Q3 2026 Oct 08, 2026
Archer Investment Management, LLC History No change 19,384 960 0.33% 0.33% 342 0 0.0% Q2 2026 Jul 07, 2026
Maridea Wealth Management LLC History No change 19,379 960 0.1% 0.1% 343 0 0.0% Q2 2026 Aug 06, 2026
Triumph Capital Management History No change 19,159 949 0.17% 0.17% 344 0 0.0% Q2 2026 Jul 20, 2026
Y-Intercept (Hong Kong) Ltd History No change 18,647 923 0.02% 0.02% 345 0 0.0% Q2 2026 Jul 13, 2026
Ausdal Financial Partners, Inc. History No change 18,411 912 0.04% 0.04% 346 0 0.0% Q2 2026 Aug 14, 2026
MBL Wealth, LLC History No change 18,281 905 0.06% 0.06% 347 0 0.0% Q2 2026 Jul 15, 2026
Orgel Wealth Management, LLC History No change 17,691 876 0.02% 0.02% 348 0 0.0% Q2 2026 Jul 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 17,672 875 0.01% 0.01% 349 0 0.0% Q2 2026 Aug 13, 2026
IRON Financial LLC History No change 17,656 874 0.36% 0.36% 350 0 0.0% Q2 2026 Jul 22, 2026
Blue Chip Partners, LLC History No change 17,015 843 0.05% 0.05% 351 0 0.0% Q2 2026 Aug 14, 2026
JGP Wealth Management, LLC History No change 16,875 836 0.08% 0.08% 352 0 0.0% Q2 2026 Jul 07, 2026
Atria Investments, Inc History No change 16,863 835 0.01% 0.01% 353 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 16,161 800 0.05% 0.05% 354 0 0.0% Q2 2026 Aug 10, 2026
VICUS CAPITAL History No change 16,143 799 0.05% 0.05% 355 0 0.0% Q2 2026 Aug 05, 2026
Orcam Financial Group History No change 15,701 777 0.38% 0.38% 356 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 15,649 775 0.02% 0.02% 357 0 0.0% Q2 2026 Jul 29, 2026
Thrive Capital Management, LLC History No change 15,500 768 0.14% 0.14% 358 0 0.0% Q2 2026 Aug 05, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 15,365 765 0.22% 0.22% 359 0 0.0% Q3 2026 Oct 09, 2026
B. Riley Wealth Advisors, Inc. History No change 15,406 759 0.04% 0.04% 360 0 0.0% Q2 2026 Jul 14, 2026
17 CAPITAL PARTNERS, LLC History No change 15,070 746 0.34% 0.34% 361 0 0.0% Q2 2026 Aug 06, 2026
Financial Engines Advisors L.L.C. History No change 14,846 735 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 14, 2026
EPG Wealth Management LLC History No change 14,768 731 0.18% 0.18% 363 0 0.0% Q2 2026 Jul 28, 2026
NorthRock Partners, LLC History No change 14,689 727 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 14,594 723 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
Brady Martz Wealth Solutions, LLC History No change 14,572 722 0.11% 0.11% 366 0 0.0% Q2 2026 Jul 23, 2026
MSH Capital Advisors LLC History No change 14,555 721 0.13% 0.13% 367 0 0.0% Q2 2026 Aug 10, 2026
M Holdings Securities, Inc. History No change 14,349 708 0.1% 0.1% 368 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 14,304 708 0.11% 0.11% 369 0 0.0% Q2 2026 Aug 04, 2026
Envestnet Portfolio Solutions, Inc. History No change 14,152 701 0.0% 0.0% 370 0 0.0% Q2 2026 Sep 23, 2026
Crescent Sterling, Ltd. History No change 13,980 692 0.62% 0.62% 371 0 0.0% Q2 2026 Jul 07, 2026
Fortis Capital Management LLC History No change 13,752 681 0.08% 0.08% 372 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 13,516 670 0.0% 0.0% 373 0 0.0% Q2 2026 Jul 20, 2026
Boreal Capital Management LLC History No change 13,441 666 0.5% 0.5% 374 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 13,373 662 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 06, 2026
Annex Advisory Services, LLC History No change 13,238 655 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 10, 2026
Journey Advisory Group, LLC History No change 13,163 652 0.05% 0.05% 377 0 0.0% Q2 2026 Aug 04, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 13,080 648 0.07% 0.07% 378 0 0.0% Q2 2026 Jul 28, 2026
Aerodigm Wealth, LLC History No change 13,072 647 0.22% 0.22% 379 0 0.0% Q2 2026 Aug 04, 2026
Summit Trail Advisors, LLC History No change 12,870 637 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 11, 2026
COWA, LLC History No change 12,856 637 0.16% 0.16% 381 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 12,396 614 0.06% 0.06% 382 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 12,269 607 0.01% 0.01% 383 0 0.0% Q2 2026 Jul 27, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 12,099 599 0.0% 0.0% 384 0 0.0% Q2 2026 Sep 23, 2026
BROWN ADVISORY INC History No change 12,007 594 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 11,996 594 0.21% 0.21% 386 0 0.0% Q2 2026 Aug 04, 2026
National Philanthropic Trust History No change 12,000 594 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 11,800 584 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA SECURITIES, LLC History No change 11,522 570 0.05% 0.05% 389 0 0.0% Q2 2026 Aug 14, 2026
Hyundai Investments Co., Ltd. History No change 11,576 570 0.62% 0.62% 390 0 0.0% Q2 2026 Aug 14, 2026
Belleair Asset Management, LLC History No change 11,392 564 0.47% 0.47% 391 0 0.0% Q2 2026 Jul 15, 2026
Orion Porfolio Solutions, LLC History No change 11,261 557 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 11,122 551 0.09% 0.09% 393 0 0.0% Q2 2026 Aug 05, 2026
BTG Pactual Asset Management US LLC History No change 11,038 546 0.03% 0.03% 394 0 0.0% Q2 2026 Aug 14, 2026
KPP Advisory Services LLC History No change 10,971 543 0.07% 0.07% 395 0 0.0% Q2 2026 Jul 24, 2026
American Trust History No change 10,936 541 0.04% 0.04% 396 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 10,862 538 0.01% 0.01% 397 0 0.0% Q2 2026 Aug 12, 2026
Friday Financial History Added to 10,764 529 0.1% 0.14% 399 +172 1.62% Q3 2026 Oct 09, 2026
HUNTINGTON NATIONAL BANK History No change 10,687 529 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 13, 2026
Ipsen Advisor Group LLC History No change 10,525 521 0.34% 0.34% 400 0 0.0% Q2 2026 Jul 29, 2026
Rollins Financial Advisors, LLC History No change 10,451 517 0.07% 0.07% 401 0 0.0% Q2 2026 Aug 04, 2026
Andina Capital Management, LLC History No change 10,419 516 0.83% 0.83% 402 0 0.0% Q2 2026 Aug 05, 2026
CFS Investment Advisory Services, LLC History No change 10,318 511 0.03% 0.03% 403 0 0.0% Q2 2026 Jul 16, 2026
Ruggiero Investments, Inc. History No change 10,089 499 0.42% 0.42% 404 0 0.0% Q2 2026 Aug 14, 2026
Asset One Wealth Management LLC History No change 9,992 497 0.05% 0.05% 405 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 10,011 496 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 13, 2026
Genesis Wealth Advisors, LLC History No change 9,946 492 0.29% 0.29% 407 0 0.0% Q2 2026 Aug 07, 2026
TFC Financial Management, Inc. History No change 9,767 483 0.05% 0.05% 408 0 0.0% Q2 2026 Jul 23, 2026
HAZLETT, BURT & WATSON, INC. History No change 9,740 482 0.13% 0.13% 409 0 0.0% Q2 2026 Jul 30, 2026
Redwood Financial Network Corp History No change 9,724 481 0.27% 0.27% 410 0 0.0% Q2 2026 Aug 07, 2026
Midwest Trust Co History No change 9,695 480 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 04, 2026
Per Stirling Capital Management, LLC. History No change 9,650 478 0.05% 0.05% 412 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 9,655 478 0.01% 0.01% 413 0 0.0% Q2 2026 Jul 15, 2026
Capasso Planning Partners LLC History No change 9,543 472 0.24% 0.24% 414 0 0.0% Q2 2026 Aug 18, 2026
StoneX Group Inc. History No change 9,470 469 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 12, 2026
Evergreen Wealth Partners LLC History No change 9,478 469 0.28% 0.28% 416 0 0.0% Q2 2026 Aug 11, 2026
STEPHENS INC /AR/ History No change 9,219 456 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 29, 2026
Diversified Trust Co History No change 9,053 448 0.01% 0.01% 418 0 0.0% Q2 2026 Jul 17, 2026
Strategic Blueprint, LLC History No change 9,033 447 0.02% 0.02% 419 0 0.0% Q2 2026 Jul 23, 2026
Triad Wealth Partners, LLC History No change 8,880 447 0.03% 0.03% 420 0 0.0% Q2 2026 Aug 10, 2026
Prism Planning Partners LLC History No change 9,033 447 0.47% 0.47% 421 0 0.0% Q2 2026 Jul 23, 2026
Freestate Advisors LLC History Added to 9,007 445 0.34% 0.33% 422 +19 0.21% Q3 2026 Oct 09, 2026
FIRST TRUST ADVISORS LP History No change 8,980 444 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 11, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 8,924 442 0.25% 0.25% 424 0 0.0% Q2 2026 Aug 05, 2026
Wells Financial Advisors INC History No change 8,816 436 4.05% 4.05% 425 0 0.0% Q2 2026 Jul 23, 2026
CVA Family Office, LLC History No change 8,790 435 0.04% 0.04% 426 0 0.0% Q2 2026 Aug 07, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 8,690 430 0.09% 0.09% 427 0 0.0% Q2 2026 Aug 11, 2026
NICOLET BANKSHARES INC History No change 8,593 429 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 11, 2026
Platform Technology Partners History No change 8,667 429 0.07% 0.07% 429 0 0.0% Q2 2026 Jul 24, 2026
Worth Financial Advisory Group, LLC History No change 8,639 428 0.18% 0.18% 430 0 0.0% Q2 2026 Jul 30, 2026
International Private Wealth Advisors LLC History No change 8,608 426 0.22% 0.22% 431 0 0.0% Q2 2026 Aug 07, 2026
Nicholas Hoffman & Company, LLC. History No change 8,540 423 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 04, 2026
Legacy Trust History No change 8,500 421 0.07% 0.07% 433 0 0.0% Q2 2026 Jul 31, 2026
BRIGHTON JONES LLC History No change 8,436 417 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 8,202 406 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 8,100 401 0.17% 0.17% 436 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 8,053 399 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 7,929 393 0.01% 0.01% 438 0 0.0% Q2 2026 Jul 28, 2026
Certified Advisory Corp History No change 7,781 385 0.03% 0.03% 439 0 0.0% Q2 2026 Jul 16, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 7,724 382 0.21% 0.21% 440 0 0.0% Q2 2026 Aug 13, 2026
RHS Financial, LLC History No change 7,542 373 0.15% 0.15% 441 0 0.0% Q2 2026 Aug 07, 2026
BEACON FINANCIAL GROUP History No change 7,518 372 0.03% 0.03% 442 0 0.0% Q2 2026 Jul 16, 2026
Perigon Wealth Management, LLC History No change 7,483 370 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 07, 2026
CHILTON INVESTMENT CO INC. History No change 7,459 369 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 7,412 367 0.23% 0.23% 445 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 7,282 360 0.03% 0.03% 446 0 0.0% Q2 2026 Jul 29, 2026
WORLD EQUITY GROUP, INC. History No change 7,249 359 0.08% 0.08% 447 0 0.0% Q2 2026 Jul 09, 2026
Waterloo Capital, L.P. History No change 7,258 359 0.02% 0.02% 448 0 0.0% Q2 2026 Jul 29, 2026
Hoese & Co LLP History No change 7,230 358 0.23% 0.23% 449 0 0.0% Q2 2026 Jul 14, 2026
Opus Financial Solutions LLC History No change 7,220 357 0.29% 0.29% 450 0 0.0% Q2 2026 Jul 24, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 7,165 355 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 7,146 354 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 13, 2026
Partners in Financial Planning History No change 7,096 351 0.05% 0.05% 453 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 7,101 349 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 11, 2026
Hickory Point Bank & Trust History No change 7,072 349 0.21% 0.21% 455 0 0.0% Q3 2026 Oct 01, 2026
Astra Wealth Partners LLC History No change 6,943 344 0.18% 0.18% 456 0 0.0% Q2 2026 Aug 11, 2026
Abel Hall, LLC History No change 6,869 340 0.06% 0.06% 457 0 0.0% Q2 2026 Jul 24, 2026
CreativeOne Wealth, LLC History No change 6,840 338 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 13, 2026
Gateway Wealth Partners, LLC History No change 6,826 338 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 04, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 6,790 338 0.3% 0.3% 460 0 0.0% Q2 2026 Jul 16, 2026
Inspire Advisors, LLC History No change 6,790 336 0.02% 0.02% 461 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 6,671 330 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 03, 2026
LEIGH BALDWIN & CO., LLC History No change 6,673 330 0.18% 0.18% 463 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 6,624 328 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 13, 2026
Insight Wealth Strategies, LLC History No change 6,621 327 0.03% 0.03% 465 0 0.0% Q3 2026 Oct 09, 2026
HM PAYSON & CO History No change 6,587 326 0.0% 0.0% 466 0 0.0% Q2 2026 Jul 17, 2026
LWM Advisory Services, LLC History No change 6,486 321 0.57% 0.57% 467 0 0.0% Q2 2026 Aug 03, 2026
Kastel Capital Advisors, LLC History No change 6,928 320 0.2% 0.2% 468 0 0.0% Q2 2026 Jul 09, 2026
Haverford Financial Services, Inc. History No change 6,415 317 0.09% 0.09% 469 0 0.0% Q2 2026 Aug 12, 2026
Bond & Devick Financial Network, Inc. History No change 6,370 315 0.08% 0.08% 470 0 0.0% Q2 2026 Jul 16, 2026
Cooper Financial Group History Added to 6,363 314 0.03% 0.03% 472 +146 2.35% Q3 2026 Oct 07, 2026
BLAIR WILLIAM & CO/IL History No change 6,345 314 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 11, 2026
Acorn Wealth Advisors, LLC History No change 6,335 313 0.08% 0.08% 473 0 0.0% Q2 2026 Jul 30, 2026
Ethic Inc. History No change 6,336 313 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 29, 2026
NWAM LLC History No change 6,307 312 0.02% 0.02% 475 0 0.0% Q2 2026 Jul 23, 2026
Beacon Pointe Advisors, LLC History No change 6,213 307 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 18, 2026
E6 Portfolios, LLC History No change 6,195 306 0.24% 0.24% 477 0 0.0% Q2 2026 Aug 10, 2026
Avior Wealth Management, LLC History No change 6,162 305 0.01% 0.01% 478 0 0.0% Q2 2026 Jul 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,131 303 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 12, 2026
KICKSTAND VENTURES, LLC. History No change 6,131 303 0.06% 0.06% 480 0 0.0% Q2 2026 Jul 30, 2026
Wolff Financial Management LLC History No change 6,024 298 0.06% 0.06% 481 0 0.0% Q2 2026 Jul 16, 2026
Sterling Wealth Management, Inc. History No change 5,896 292 0.07% 0.07% 482 0 0.0% Q2 2026 Jul 30, 2026
Baird Financial Group, Inc. History No change 5,877 291 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 5,829 288 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Advisors Inc. History No change 5,799 287 0.05% 0.05% 485 0 0.0% Q2 2026 Jul 16, 2026
Russell Investments Group, Ltd. History No change 5,776 286 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 06, 2026
Hurlow Wealth Management Group, Inc. History No change 5,777 286 0.06% 0.06% 487 0 0.0% Q2 2026 Aug 05, 2026
Key FInancial Inc History No change 5,777 286 0.05% 0.05% 488 0 0.0% Q2 2026 Jul 24, 2026
Financial Gravity Companies, Inc. History No change 5,757 285 0.05% 0.05% 489 0 0.0% Q2 2026 Aug 05, 2026
Ballast Rock Private Wealth LLC History No change 5,772 285 0.13% 0.13% 490 0 0.0% Q2 2026 Aug 10, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 5,738 284 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 5,697 282 0.01% 0.01% 492 0 0.0% Q2 2026 Jul 09, 2026
Mission Financial Group, LLC History No change 5,666 280 0.23% 0.23% 493 0 0.0% Q2 2026 Aug 12, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 5,633 279 0.06% 0.06% 494 0 0.0% Q2 2026 Jul 27, 2026
GLENMEDE TRUST CO NA History No change 5,630 278 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 10, 2026
XTX Topco Ltd History No change 5,617 278 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 14, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 5,588 276 0.07% 0.07% 497 0 0.0% Q2 2026 Aug 07, 2026
Modera Wealth Management, LLC History No change 5,587 276 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 03, 2026
Unique Wealth Strategies, LLC History No change 5,581 276 0.1% 0.1% 499 0 0.0% Q2 2026 Jul 15, 2026
Bison Wealth, LLC History No change 5,483 273 0.03% 0.03% 500 0 0.0% Q2 2026 Jul 07, 2026
Versant Capital Management, Inc History No change 5,490 271 0.02% 0.02% 501 0 0.0% Q3 2026 Oct 01, 2026
HBE Wealth Management, LLC History No change 5,481 271 0.19% 0.19% 502 0 0.0% Q2 2026 Jul 13, 2026
Johnson Financial Group, Inc. History No change 5,414 268 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 10, 2026
SYM FINANCIAL Corp History No change 5,402 267 0.02% 0.02% 504 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 5,360 265 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 30, 2026
Diversified Enterprises, LLC History No change 5,318 263 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 31, 2026
GENESIS PRIVATE WEALTH, LLC History No change 5,253 260 0.07% 0.07% 507 0 0.0% Q2 2026 Jul 13, 2026
Retirement Management Systems Inc. History No change 5,236 259 0.05% 0.05% 508 0 0.0% Q2 2026 Jul 21, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,203 257 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 15, 2026
PINNACLE ASSOCIATES LTD History No change 5,173 256 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 03, 2026
Western Wealth Management, LLC History No change 5,167 256 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 14, 2026
Alta Wealth Advisors LLC History No change 5,182 256 0.07% 0.07% 512 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 5,147 255 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 05, 2026
Continuum Advisory, LLC History No change 5,130 254 0.02% 0.02% 514 0 0.0% Q2 2026 Aug 06, 2026
Brookstone Capital Management History No change 5,111 253 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 15, 2026
Everhart Financial Group, Inc. History Added to 5,076 251 0.02% 0.02% 516 +305 6.39% Q3 2026 Oct 08, 2026
Cyr Financial Inc. History No change 5,076 251 0.13% 0.13% 517 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Financial Partners, Inc. History No change 5,043 249 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 5,031 246 0.01% 0.01% 519 0 0.0% Q2 2026 Jul 28, 2026
Stewardship Advisors, LLC History No change 4,975 246 0.05% 0.05% 520 0 0.0% Q2 2026 Jul 20, 2026
Koshinski Asset Management, Inc. History No change 4,933 244 0.01% 0.01% 521 0 0.0% Q2 2026 Jul 27, 2026
Legacy Wealth Managment, LLC/ID History No change 4,838 239 0.1% 0.1% 522 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History No change 4,796 237 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 10, 2026
Cherry Tree Wealth Management, LLC History No change 4,770 236 0.04% 0.04% 524 0 0.0% Q2 2026 Sep 15, 2026
COMMERCE BANK History No change 4,694 232 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 12, 2026
Seek First Inc. History No change 4,670 231 0.15% 0.15% 526 0 0.0% Q2 2026 Jul 28, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 4,658 230 0.11% 0.11% 527 0 0.0% Q2 2026 Jul 17, 2026
C M BIDWELL & ASSOCIATES LTD History No change 4,613 228 0.09% 0.09% 528 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 4,586 227 0.0% 0.0% 529 0 0.0% Q2 2026 Jul 28, 2026
Keeler Thomas Management LLC History No change 4,532 224 0.08% 0.08% 530 0 0.0% Q2 2026 Jul 29, 2026
Aspen Wealth Management LLC History No change 4,504 223 0.04% 0.04% 531 0 0.0% Q2 2026 Jul 31, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,439 219 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 14, 2026
Steelhead Wealth Management LLC History No change 4,434 219 0.09% 0.09% 533 0 0.0% Q2 2026 Aug 13, 2026
SHUFRO ROSE & CO LLC History No change 4,403 218 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 12, 2026
Venture Visionary Partners LLC History Reduced 4,357 215 0.01% 0.01% 535 -5,837 -57.26% Q3 2026 Oct 07, 2026
Cyndeo Wealth Partners, LLC History No change 4,359 215 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 21, 2026
HEARTLAND ADVISORS INC History No change 4,299 213 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 11, 2026
Vident Advisory, LLC History No change 4,314 213 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 12, 2026
Meridian Financial Advisors, LLC History No change 4,288 212 0.1% 0.1% 539 0 0.0% Q2 2026 Jul 22, 2026
NBT BANK, N.A. History No change 4,179 207 0.01% 0.01% 540 0 0.0% Q2 2026 Jul 29, 2026
American Money Management, LLC History No change 4,185 207 0.03% 0.03% 541 0 0.0% Q2 2026 Aug 13, 2026
CM WEALTH ADVISORS LLC History No change 4,185 207 0.04% 0.04% 542 0 0.0% Q2 2026 Aug 10, 2026
Oasis Advisors, LLC History No change 4,195 207 0.13% 0.13% 543 0 0.0% Q2 2026 Jul 30, 2026
Private Wealth Partners, LLC History No change 4,168 206 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 03, 2026
Argent Trust Co History No change 4,137 204 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 06, 2026
Wedmont Private Capital History No change 4,128 203 0.0% 0.01% 546 0 0.0% Q3 2026 Oct 09, 2026
Sagace Wealth Management LLC History No change 4,102 203 0.13% 0.13% 547 0 0.0% Q2 2026 Aug 03, 2026
Princeton Global Asset Management LLC History No change 3,742 185 0.03% 0.03% 548 0 0.0% Q2 2026 Jul 16, 2026
VANGUARD ADVISERS INC History No change 3,553 176 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,503 173 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 3,478 172 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 07, 2026
Physician Wealth Advisors, Inc. History No change 2,950 146 0.02% 0.02% 552 0 0.0% Q2 2026 Jul 20, 2026
Horizons Wealth Management History New 2,767 136 0.08% — 553 +2,767 New Q3 2026 Oct 05, 2026
JFS WEALTH ADVISORS, LLC History No change 2,321 115 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 10, 2026
Copia Wealth Management History No change 2,264 112 0.07% 0.07% 555 0 0.0% Q2 2026 Aug 17, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,207 109 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 2,176 107 0.0% 0.0% 557 0 0.0% Q2 2026 Jul 24, 2026
Wilmington Savings Fund Society, FSB History No change 1,992 98 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 28, 2026
BESSEMER GROUP INC History No change 1,979 98 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 12, 2026
MOTCO History No change 1,995 98 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History No change 1,954 96 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 21, 2026
SouthState Bank Corp History No change 1,911 94 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 06, 2026
Vermillion Wealth Management, Inc. History No change 1,755 86 0.02% 0.02% 563 0 0.0% Q2 2026 Jul 15, 2026
BANK OF MONTREAL /CAN/ History No change 1,719 85 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 12, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,557 77 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 1,485 73 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 06, 2026
Arlington Trust Co LLC History No change 1,450 71 0.01% 0.01% 567 0 0.0% Q2 2026 Jul 07, 2026
Clearstead Trust, LLC History No change 1,410 69 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 1,360 67 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History No change 1,343 66 0.02% 0.02% 570 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Planning Group LLC History No change 1,301 64 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 29, 2026
MCF Advisors LLC History No change 1,268 62 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,146 56 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,132 55 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 1,095 53 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 12, 2026
Delos Wealth Advisors, LLC History No change 1,020 50 0.03% 0.03% 576 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 986 48 0.0% 0.0% 577 0 0.0% Q2 2026 Jul 24, 2026
IFG Advisory, LLC History No change 896 44 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 13, 2026
Navigoe, LLC History No change 880 43 0.02% 0.02% 579 0 0.0% Q2 2026 Jul 31, 2026
Vanguard National Trust Co History No change 794 39 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 13, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 769 38 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 750 37 0.0% 0.0% 582 0 0.0% Q2 2026 Sep 15, 2026
Ancora Advisors LLC History No change 735 36 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 14, 2026
Plante Moran Financial Advisors, LLC History No change 669 33 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 06, 2026
Cetera Trust Company, N.A History No change 686 33 0.02% 0.02% 585 0 0.0% Q2 2026 Aug 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 648 32 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 24, 2026
LifeSteps Financial, Inc. History No change 629 31 0.01% 0.01% 587 0 0.0% Q2 2026 Jul 17, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 609 30 0.01% 0.01% 588 0 0.0% Q2 2026 Jul 15, 2026
Asset Dedication, LLC History No change 595 29 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 30, 2026
TD Capital Management LLC History No change 603 29 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 520 25 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 12, 2026
ELEVATE WEALTH ADVISORY, INC History No change 479 23 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 14, 2026
Noble Wealth Management PBC History Reduced 445 22 0.01% 0.01% 593 -5 -1.11% Q3 2026 Oct 01, 2026
MATHER GROUP, LLC. History No change 426 21 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 352 17 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 331 16 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 04, 2026
Financial Perspectives, Inc History No change 328 16 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 24, 2026
Kingdom Financial Group LLC. History No change 313 15 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 07, 2026
GK Wealth Management LLC History Reduced 299 14 0.01% 0.27% 604 -10,024 -97.1% Q3 2026 Oct 09, 2026
GAMMA Investing LLC History Reduced 292 14 0.0% 0.0% 603 -1 -0.34% Q3 2026 Oct 08, 2026
Lloyd Advisory Services, LLC. History No change 285 14 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 292 14 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 11, 2026
Dunhill Financial, LLC History No change 297 14 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 07, 2026
CGC Financial Services, LLC History No change 289 14 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 13, 2026
AMERIFLEX GROUP, INC. History No change 276 13 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 245 12 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 16, 2026
Napier Financial, LLC History No change 260 12 0.0% 0.0% 607 0 0.0% Q2 2026 Jul 31, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 229 11 0.0% — 610 +229 New Q3 2026 Oct 07, 2026
Osbon Capital Management LLC History No change 236 11 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 13, 2026
WOLFF WIESE MAGANA LLC History No change 240 11 0.01% 0.01% 609 0 0.0% Q2 2026 Jul 13, 2026
Golden State Wealth Management, LLC History No change 206 10 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 22, 2026
Operose Advisors LLC History No change 212 10 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 13, 2026
DecisionPoint Financial, LLC History No change 210 10 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 05, 2026
Wagner Wealth Management, LLC History No change 177 8 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 24, 2026
Mascoma Wealth Management LLC History No change 156 7 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 24, 2026
SOA Wealth Advisors, LLC. History No change 159 7 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 21, 2026
LANARK FINANCIAL, INC. History No change 125 6 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 21, 2026
MONTAG A & ASSOCIATES INC History No change 124 6 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 122 6 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 07, 2026
ST GERMAIN D J CO INC History No change 114 5 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 103 5 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 16, 2026
TUCKER ASSET MANAGEMENT LLC History No change 111 5 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 27, 2026
GoalVest Advisory LLC History New 97 4 0.0% — 625 +97 New Q3 2026 Oct 02, 2026
SALEM INVESTMENT COUNSELORS INC History No change 96 4 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 14, 2026
Synergy Investment Management, LLC History No change 91 4 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 14, 2026
GODSEY & GIBB, INC History No change 74 3 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 13, 2026
SIMPLEX TRADING, LLC History No change 79 3 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 73 3 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 23, 2026
NFSG Corp History No change 76 3 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 14, 2026
United Financial Planning Group LLC History No change 70 3 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 06, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 42 2 0.0% 0.0% 631 0 0.0% Q2 2026 Sep 18, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 60 2 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 29, 2026
Transamerica Financial Advisors, LLC History No change 58 2 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 14, 2026
Buck Wealth Strategies, LLC History No change 45 2 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 30, 2026
Strive Financial Group ,LLC History No change 54 2 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 14, 2026
NorthAvenue LLC History No change 60 2 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 21 1 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 23, 2026
Institute for Wealth Management, LLC. History No change 26 1 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 28, 2026
DHJJ Financial Advisors, Ltd. History No change 22 1 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 24, 2026
Evolution Advisers, Inc. History No change 22 1 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 31, 2026
SWAN Capital LLC History No change 39 1 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 37 1 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 11, 2026
Birchwood Financial Partners, Inc. History No change 28 1 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 06, 2026
Factor Wealth Management LTD History Closed out 0 0 — 0.03% — -4,160 -100.0% Q3 2026 Oct 08, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History No change 14 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
Measured Wealth Private Client Group, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Citizens National Bank Trust Department History No change 18 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Beaird Harris Wealth Management, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
IMG Wealth Management, Inc. History No change 14 0 — — — 0 0.0% Q2 2026 Aug 07, 2026