iSHARES TRUST - ITA

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
BANK OF AMERICA CORP /DE/ History No change 3,017,072 731,398 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,648,724 642,103 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 2,318,935 562,156 0.13% 0.13% 3 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 1,457,545 353,338 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 1,278,993 310,052 2.12% 2.12% 5 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 1,132,506 274,558 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 14, 2026
PeakShares LLC History No change 1,100 266,662 0.2% 0.2% 7 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 786,640 190,697 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 765,331 185,531 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 655,978 159,022 0.04% 0.04% 10 0 0.0% Q2 2026 Sep 23, 2026
ROYAL BANK OF CANADA History No change 617,649 149,730 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 616,653 149,489 0.08% 0.08% 12 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 592,720 143,687 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 562,286 136,309 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 560,045 133,923 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 533,033 129,287 0.15% 0.15% 16 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 494,390 119,850 0.01% 0.01% 17 0 0.0% Q2 2026 Sep 02, 2026
MML INVESTORS SERVICES, LLC History No change 403,807 97,890 0.2% 0.2% 18 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 398,559 96,618 0.09% 0.09% 19 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 366,065 88,741 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 348,483 84,479 0.63% 0.63% 21 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 343,700 83,319 0.1% 0.1% 22 0 0.0% Q2 2026 Jul 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 308,931 74,891 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 271,717 64,337 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 218,958 53,087 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 214,403 51,975 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 207,319 50,258 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 202,455 49,079 0.29% 0.29% 28 0 0.0% Q2 2026 Aug 17, 2026
TRUIST FINANCIAL CORP History No change 193,637 46,941 0.06% 0.06% 29 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 188,688 45,742 0.09% 0.09% 30 0 0.0% Q2 2026 Aug 05, 2026
HighTower Advisors, LLC History No change 177,711 43,080 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 169,244 41,028 0.09% 0.09% 32 0 0.0% Q2 2026 Jul 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 161,313 39,105 0.6% 0.6% 33 0 0.0% Q2 2026 Aug 03, 2026
OpenArc Corporate Advisory, LLC History No change 157,421 38,162 0.45% 0.45% 34 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 127,944 31,016 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 126,827 30,745 0.57% 0.57% 36 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 119,943 29,076 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 03, 2026
Point72 Asset Management, L.P. History No change 113,200 27,441 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 109,759 26,607 0.48% 0.48% 39 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Partners, LTD. History No change 98,679 23,921 0.24% 0.24% 40 0 0.0% Q2 2026 Aug 11, 2026
Cadent Capital Advisors, LLC History No change 91,179 22,103 4.56% 4.56% 41 0 0.0% Q2 2026 Jul 13, 2026
Baird Financial Group, Inc. History No change 90,461 21,929 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 12, 2026
MEITAV INVESTMENT HOUSE LTD History No change 90,081 21,837 0.15% 0.15% 43 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 89,817 21,471 0.04% 0.04% 44 0 0.0% Q2 2026 Jul 15, 2026
BARCLAYS PLC History No change 88,191 21,379 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 84,794 20,556 0.13% 0.13% 46 0 0.0% Q2 2026 Jul 20, 2026
Squarepoint Ops LLC History No change 79,530 19,279 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 79,250 19,211 0.09% 0.09% 48 0 0.0% Q2 2026 Jul 27, 2026
Prospera Financial Services Inc History No change 72,809 17,655 0.26% 0.26% 49 0 0.0% Q2 2026 Jul 15, 2026
Kestra Advisory Services, LLC History No change 72,782 17,643 0.06% 0.06% 50 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 71,785 17,402 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 19, 2026
VESTOR CAPITAL, LLC History No change 191,220 17,325 1.09% 1.09% 52 0 0.0% Q2 2026 Jul 28, 2026
MinichMacGregor Wealth Management, LLC History No change 68,882 16,698 2.53% 2.53% 53 0 0.0% Q2 2026 Jul 16, 2026
360 Financial, Inc. History No change 68,015 16,488 4.19% 4.19% 54 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 66,670 16,261 0.27% 0.27% 55 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 66,670 16,261 0.27% 0.27% 56 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 66,922 16,220 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 64,909 15,735 0.18% 0.18% 58 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 59,421 14,404 0.07% 0.07% 59 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 56,892 13,791 0.26% 0.26% 60 0 0.0% Q2 2026 Jul 15, 2026
Stone House Investment Management, LLC History No change 55,650 13,490 1.79% 1.79% 61 0 0.0% Q2 2026 Aug 05, 2026
Arkadios Wealth Advisors History No change 55,500 13,454 0.2% 0.2% 62 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 52,866 12,815 0.11% 0.11% 63 0 0.0% Q2 2026 Jul 27, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 60,788 12,594 0.15% 0.2% 64 -5,220 -7.91% Q3 2026 Oct 05, 2026
WealthCare Investment Partners, LLC History No change 51,841 12,567 3.05% 3.05% 65 0 0.0% Q2 2026 Aug 10, 2026
NorthRock Partners, LLC History No change 51,275 12,430 0.18% 0.18% 66 0 0.0% Q2 2026 Aug 11, 2026
SCOTIA CAPITAL INC. History No change 50,883 12,335 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 48,878 11,909 0.03% 0.03% 68 0 0.0% Q2 2026 Jul 27, 2026
Atria Investments, Inc History No change 48,121 11,665 0.12% 0.12% 69 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 47,028 11,400 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 46,429 11,255 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 13, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 44,300 10,739 1.33% 1.33% 72 0 0.0% Q2 2026 Aug 05, 2026
Prime Capital Investment Advisors, LLC History No change 43,889 10,639 0.1% 0.1% 73 0 0.0% Q2 2026 Aug 05, 2026
Qube Research & Technologies Ltd History No change 43,602 10,569 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 43,049 10,435 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 12, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 43,008 10,426 1.93% 1.93% 76 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 42,992 10,422 0.06% 0.06% 77 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 39,088 9,475 0.16% 0.16% 78 0 0.0% Q2 2026 Jul 21, 2026
Kraft, Davis & Associates, LLC History No change 39,541 9,459 1.98% 1.98% 79 0 0.0% Q2 2026 Jul 09, 2026
Ignite Planners, LLC History No change 38,600 9,357 1.28% 1.28% 80 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 37,982 9,207 0.1% 0.1% 81 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 37,663 9,129 0.12% 0.12% 82 0 0.0% Q2 2026 Aug 12, 2026
Well Done, LLC History No change 37,594 9,113 1.23% 1.23% 83 0 0.0% Q2 2026 Jul 24, 2026
WNY Asset Management, LLC History No change 35,997 8,726 0.78% 0.78% 84 0 0.0% Q2 2026 Aug 17, 2026
Corient Private Wealth LP History No change 35,171 8,525 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 27, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 34,670 8,404 0.43% 0.43% 86 0 0.0% Q2 2026 Jul 31, 2026
Trek Financial, LLC History No change 34,330 8,322 0.41% 0.41% 87 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 34,326 8,321 3.01% 3.01% 88 0 0.0% Q2 2026 Aug 11, 2026
FOCUS Wealth Advisors, LLC History No change 33,667 8,161 3.78% 3.78% 89 0 0.0% Q2 2026 Jul 07, 2026
TSFG, LLC History No change 32,979 7,995 1.01% 1.01% 90 0 0.0% Q2 2026 Jul 23, 2026
CADINHA & CO LLC History No change 32,693 7,925 1.17% 1.17% 91 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 32,463 7,869 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 32,379 7,849 0.19% 0.19% 93 0 0.0% Q2 2026 Aug 11, 2026
ARRIEN INVESTMENTS, INC. History No change 32,282 7,825 3.95% 3.95% 94 0 0.0% Q2 2026 Jul 30, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 31,762 7,699 4.64% 4.64% 95 0 0.0% Q2 2026 Jul 23, 2026
Integrated Wealth Concepts LLC History No change 31,448 7,623 0.05% 0.05% 96 0 0.0% Q2 2026 Sep 08, 2026
Beacon Pointe Advisors, LLC History No change 30,951 7,503 0.03% 0.03% 97 0 0.0% Q2 2026 Aug 18, 2026
EFG International AG History No change 30,735 7,463 0.14% 0.14% 98 0 0.0% Q2 2026 Aug 14, 2026
Bluesphere Advisors LLC History No change 30,772 7,459 2.3% 2.3% 99 0 0.0% Q2 2026 Jul 30, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 31,115 7,456 3.98% 3.98% 100 0 0.0% Q2 2026 Aug 07, 2026
Yarbrough Capital, LLC History No change 30,393 7,367 0.22% 0.22% 101 0 0.0% Q2 2026 Aug 10, 2026
Accel Wealth Management History No change 30,190 7,318 1.65% 1.65% 102 0 0.0% Q2 2026 Jul 10, 2026
MRA Advisory Group History Reduced 34,109 7,066 2.64% 3.34% 103 -3,847 -10.14% Q3 2026 Oct 07, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 28,932 7,013 0.92% 0.92% 104 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 28,656 6,946 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 13, 2026
PW Nova Financial Services LLC History No change 28,444 6,895 1.48% 1.48% 106 0 0.0% Q2 2026 Jul 29, 2026
BCS Private Wealth Management, Inc. History No change 28,094 6,810 2.05% 2.05% 107 0 0.0% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History No change 27,875 6,757 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 11, 2026
Principle Wealth Partners LLC History No change 27,311 6,620 0.33% 0.33% 109 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD SECURITIES, INC. History No change 27,082 6,565 0.37% 0.37% 110 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Wealth History No change 27,012 6,548 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 26,891 6,518 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 26,886 6,517 0.07% 0.07% 113 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 26,229 6,358 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
PATTEN & PATTEN INC/TN History No change 25,841 6,264 0.33% 0.33% 115 0 0.0% Q2 2026 Aug 05, 2026
Lineweaver Wealth Advisors, LLC History No change 25,782 6,250 0.74% 0.74% 116 0 0.0% Q2 2026 Jul 09, 2026
Ayalon Insurance Comp Ltd. History Added to 29,689 6,151 0.51% 0.68% 117 +6,800 29.71% Q3 2026 Oct 08, 2026
BROWN ADVISORY INC History No change 25,213 6,112 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 24,907 6,037 0.24% 0.24% 119 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 24,786 6,008 0.03% 0.03% 120 0 0.0% Q2 2026 Sep 23, 2026
CX Institutional History Added to 28,767 5,960 0.16% 0.17% 121 +4,683 19.44% Q3 2026 Oct 02, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 24,472 5,932 4.31% 4.31% 122 0 0.0% Q2 2026 Jul 24, 2026
VICUS CAPITAL History No change 23,722 5,750 0.37% 0.37% 123 0 0.0% Q2 2026 Aug 05, 2026
BANQUE PICTET & CIE SA History No change 23,535 5,715 0.04% 0.04% 124 0 0.0% Q2 2026 Jul 24, 2026
Steele Capital Management, Inc. History No change 23,467 5,688 0.21% 0.21% 125 0 0.0% Q2 2026 Jul 28, 2026
Sigma Planning Corp History No change 23,273 5,641 0.14% 0.14% 126 0 0.0% Q2 2026 Aug 07, 2026
Mosley Wealth Management History No change 23,205 5,625 1.79% 1.79% 127 0 0.0% Q2 2026 Jul 23, 2026
Apollon Financial, LLC History No change 23,157 5,613 0.66% 0.66% 128 0 0.0% Q2 2026 Jul 22, 2026
Monument Capital Management History No change 22,661 5,493 1.1% 1.1% 129 0 0.0% Q2 2026 Jul 22, 2026
Western Wealth Management, LLC History No change 22,645 5,489 0.18% 0.18% 130 0 0.0% Q2 2026 Aug 14, 2026
5th Street Advisors, LLC History No change 22,526 5,460 2.08% 2.08% 131 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 22,406 5,418 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners LLC History No change 21,895 5,307 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 21,575 5,230 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 21,430 5,204 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Capstone Wealth Management Group, Inc. History No change 21,426 5,194 3.13% 3.13% 136 0 0.0% Q2 2026 Jul 27, 2026
Wealthfront Advisers LLC History No change 21,246 5,150 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 21,038 5,100 0.08% 0.08% 138 0 0.0% Q2 2026 Aug 06, 2026
Financial Partners Group, Inc History No change 20,594 4,992 0.51% 0.51% 139 0 0.0% Q2 2026 Jul 23, 2026
Eschler Asset Management LLP History No change 20,571 4,986 8.87% 8.87% 140 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL LIFE ADVISORS History No change 20,433 4,953 1.41% 1.41% 141 0 0.0% Q2 2026 Jul 28, 2026
Stonebridge Financial Group, LLC/CA History No change 20,067 4,864 0.67% 0.67% 142 0 0.0% Q2 2026 Aug 13, 2026
JACKSON SQUARE CAPITAL, LLC History No change 20,027 4,854 0.68% 0.68% 143 0 0.0% Q2 2026 Jul 21, 2026
Main Street Financial Solutions, LLC History No change 20,019 4,853 0.31% 0.31% 144 0 0.0% Q2 2026 Aug 07, 2026
WILLIAM JOHN SEMPOLINSKI History No change 19,893 4,822 1.95% 1.95% 145 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 19,717 4,779 0.04% 0.04% 146 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 19,532 4,735 0.14% 0.14% 147 0 0.0% Q2 2026 Aug 11, 2026
SURIENCE PRIVATE WEALTH LLC History No change 19,487 4,724 4.15% 4.15% 148 0 0.0% Q2 2026 Jul 24, 2026
HERBST GROUP, LLC History No change 19,140 4,639 2.53% 2.53% 149 0 0.0% Q2 2026 Jul 09, 2026
World Investment Advisors History No change 20,913 4,616 0.08% 0.08% 150 0 0.0% Q2 2026 Aug 13, 2026
Evolution Wealth Advisors, LLC History No change 18,877 4,576 0.54% 0.54% 151 0 0.0% Q2 2026 Jul 29, 2026
WCG Wealth Advisors LLC History No change 18,800 4,557 0.11% 0.11% 152 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 18,777 4,551 0.03% 0.03% 153 0 0.0% Q2 2026 Aug 14, 2026
Beacon Bridge Wealth Partners, LLC History No change 18,516 4,488 1.28% 1.28% 154 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 18,369 4,453 0.02% 0.02% 155 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 18,590 4,445 0.14% 0.14% 156 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 18,241 4,421 0.05% 0.05% 157 0 0.0% Q2 2026 Jul 22, 2026
TigerOak Management, L.L.C. History No change 18,136 4,396 1.23% 1.23% 158 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 18,129 4,394 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 11, 2026
PHILADELPHIA TRUST CO History No change 18,055 4,377 0.28% 0.28% 160 0 0.0% Q2 2026 Aug 10, 2026
RPg Family Wealth Advisory, LLC History No change 18,058 4,377 0.91% 0.91% 161 0 0.0% Q2 2026 Aug 04, 2026
Risk Paradigm Group, LLC History No change 18,058 4,377 3.43% 3.43% 162 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 17,837 4,324 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
BigSur Wealth Management LLC History No change 17,564 4,257 1.02% 1.02% 164 0 0.0% Q2 2026 Jul 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 17,280 4,189 0.09% 0.09% 165 0 0.0% Q2 2026 Jul 17, 2026
Capital Wealth Alliance, LLC History No change 16,946 4,107 1.91% 1.91% 166 0 0.0% Q2 2026 Jul 31, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 16,872 4,090 0.04% 0.04% 167 0 0.0% Q2 2026 Aug 14, 2026
Tudor Financial Inc. History No change 16,835 4,081 1.83% 1.83% 168 0 0.0% Q2 2026 Aug 10, 2026
Sowell Financial Services LLC History No change 16,624 4,030 0.13% 0.13% 169 0 0.0% Q2 2026 Jul 17, 2026
MAI Capital Management History No change 16,622 4,029 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 16,604 4,025 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
Oasis Advisors, LLC History No change 16,219 3,931 2.55% 2.55% 172 0 0.0% Q2 2026 Jul 30, 2026
&PARTNERS History No change 16,282 3,888 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 16,006 3,880 0.16% 0.16% 174 0 0.0% Q2 2026 Aug 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 15,859 3,844 0.14% 0.14% 175 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 15,660 3,796 0.04% 0.04% 176 0 0.0% Q2 2026 Aug 10, 2026
Certified Advisory Corp History No change 15,596 3,780 0.3% 0.3% 177 0 0.0% Q2 2026 Jul 16, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 15,568 3,773 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 15,566 3,773 0.09% 0.09% 179 0 0.0% Q2 2026 Aug 13, 2026
SBI Okasan Asset Management Co.Ltd. History No change 15,680 3,749 0.12% 0.12% 180 0 0.0% Q2 2026 Jul 21, 2026
Belvedere Trading LLC History No change 15,309 3,711 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 31, 2026
Gotham Asset Management, LLC History No change 15,235 3,693 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 15,205 3,686 0.18% 0.18% 183 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 14,828 3,594 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 04, 2026
Trilogy Capital Inc. History No change 14,717 3,567 0.14% 0.14% 185 0 0.0% Q2 2026 Jul 02, 2026
FSM Wealth Advisors, LLC History No change 14,474 3,508 0.37% 0.37% 186 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 14,420 3,495 0.05% 0.05% 187 0 0.0% Q2 2026 Aug 05, 2026
Gerber Kawasaki Wealth & Investment Management History No change 14,241 3,452 0.09% 0.09% 188 0 0.0% Q2 2026 Aug 07, 2026
UNIQUE WEALTH, LLC History No change 13,934 3,377 0.39% 0.39% 189 0 0.0% Q2 2026 Jul 21, 2026
Indie Asset Partners, LLC History No change 13,853 3,358 3.22% 3.22% 190 0 0.0% Q2 2026 Aug 07, 2026
SHARPEPOINT LLC History No change 13,828 3,352 1.68% 1.68% 191 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ALLIANCE, LLC History No change 13,765 3,336 0.28% 0.28% 192 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 13,528 3,279 0.04% 0.04% 193 0 0.0% Q2 2026 Jul 28, 2026
TORONTO DOMINION BANK History No change 13,522 3,278 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 13,518 3,277 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 13,459 3,262 0.01% 0.01% 196 0 0.0% Q2 2026 Jul 30, 2026
Maxele Advisors, LLC History No change 13,310 3,226 2.25% 2.25% 197 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 12,754 3,198 0.03% 0.03% 198 0 0.0% Q2 2026 Jul 27, 2026
Keystone Financial Group History No change 13,087 3,172 0.19% 0.19% 199 0 0.0% Q2 2026 Jul 29, 2026
Wealth Quarterback LLC History No change 13,080 3,170 0.98% 0.98% 200 0 0.0% Q2 2026 Jul 27, 2026
Tandem Financial, LLC History No change 12,927 3,133 0.94% 0.94% 201 0 0.0% Q2 2026 Aug 13, 2026
MFA WEALTH ADVISORS, LLC History Reduced 15,062 3,120 0.53% 0.63% 202 -189 -1.24% Q3 2026 Oct 07, 2026
KM Capital Management Ltd. History No change 12,702 3,079 1.45% 1.45% 203 0 0.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History No change 12,634 3,062 0.45% 0.45% 204 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 12,605 3,055 0.05% 0.05% 205 0 0.0% Q2 2026 Jul 31, 2026
Icon Wealth Advisors, LLC History No change 12,371 2,999 0.18% 0.18% 206 0 0.0% Q2 2026 Aug 05, 2026
Jupiter Wealth Management LLC History No change 12,249 2,969 1.19% 1.19% 207 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 12,113 2,936 0.1% 0.1% 208 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 12,087 2,930 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 12,040 2,918 0.08% 0.08% 210 0 0.0% Q2 2026 Jul 07, 2026
Spire Wealth Management History No change 12,040 2,918 0.09% 0.09% 211 0 0.0% Q2 2026 Jul 15, 2026
Great Diamond Partners, LLC History No change 11,975 2,902 0.5% 0.5% 212 0 0.0% Q2 2026 Jul 17, 2026
BANK OF NOVA SCOTIA History No change 11,903 2,879 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 12, 2026
CDKV HOLDINGS LLC History No change 11,451 2,775 2.17% 2.17% 214 0 0.0% Q2 2026 Jul 30, 2026
Brookstone Capital Management History No change 11,442 2,773 0.03% 0.03% 215 0 0.0% Q2 2026 Jul 15, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 11,233 2,723 0.02% 0.02% 216 0 0.0% Q2 2026 Aug 10, 2026
Base Wealth Management LLC History No change 11,110 2,693 1.25% 1.25% 217 0 0.0% Q2 2026 Jul 22, 2026
Winthrop Capital Management, LLC History No change 11,076 2,685 0.65% 0.65% 218 0 0.0% Q2 2026 Aug 13, 2026
Global Financial Private Client, LLC History No change 11,047 2,678 0.73% 0.73% 219 0 0.0% Q2 2026 Jul 20, 2026
PFG Investments, LLC History No change 10,972 2,659 0.1% 0.1% 220 0 0.0% Q2 2026 Jul 23, 2026
Focus Financial Network, Inc. History No change 10,938 2,651 0.08% 0.08% 221 0 0.0% Q2 2026 Jul 09, 2026
CIBC WORLD MARKET INC. History No change 10,884 2,638 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 10,827 2,624 0.11% 0.11% 223 0 0.0% Q2 2026 Jul 22, 2026
REGIONS FINANCIAL CORP History No change 10,789 2,615 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 10, 2026
JBR Co Financial Management Inc History No change 10,752 2,606 0.95% 0.95% 225 0 0.0% Q2 2026 Jul 09, 2026
Fisher Asset Management, LLC History No change 10,718 2,598 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 04, 2026
Darwin Wealth Management, LLC History No change 10,553 2,558 0.7% 0.7% 227 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 10,553 2,558 0.04% 0.04% 228 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 10,486 2,541 0.02% 0.02% 229 0 0.0% Q2 2026 Jul 17, 2026
CAPTRUST FINANCIAL ADVISORS History No change 10,413 2,524 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
Future Financial Wealth Managment LLC History No change 10,542 2,511 1.57% 1.57% 231 0 0.0% Q2 2026 Jul 24, 2026
BlackDiamond Wealth Management, LLC History No change 9,997 2,510 1.01% 1.01% 232 0 0.0% Q2 2026 Aug 11, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 10,335 2,505 1.48% 1.48% 233 0 0.0% Q2 2026 Jul 21, 2026
BENJAMIN EDWARDS INC History No change 10,304 2,498 0.02% 0.02% 234 0 0.0% Q2 2026 Jul 24, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 10,270 2,489 0.25% 0.25% 235 0 0.0% Q2 2026 Jul 13, 2026
Systelligence, LLC History No change 10,245 2,483 0.41% 0.41% 236 0 0.0% Q2 2026 Jul 14, 2026
Ameritas Advisory Services, LLC History No change 10,183 2,468 0.05% 0.05% 237 0 0.0% Q2 2026 Aug 14, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 10,070 2,441 0.55% 0.55% 238 0 0.0% Q2 2026 Aug 07, 2026
Union Square Park Capital Management, LLC History No change 10,000 2,424 0.87% 0.87% 239 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 9,964 2,415 0.09% 0.09% 240 0 0.0% Q2 2026 Aug 10, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 10,234 2,403 1.46% 1.46% 241 0 0.0% Q2 2026 Jul 31, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 9,816 2,379 0.24% 0.24% 242 0 0.0% Q2 2026 Jul 22, 2026
BlueCrest Capital Management Ltd History No change 9,769 2,368 0.08% 0.08% 243 0 0.0% Q2 2026 Aug 14, 2026
Castle Rock Wealth Management, LLC History No change 9,641 2,350 0.46% 0.46% 244 0 0.0% Q2 2026 Jul 07, 2026
SS&H Financial Advisors, Inc. History No change 9,675 2,345 0.6% 0.6% 245 0 0.0% Q2 2026 Aug 04, 2026
Family Legacy, Inc. History No change 9,609 2,329 0.62% 0.62% 246 0 0.0% Q2 2026 Aug 06, 2026
Kingsview Wealth Management, LLC History No change 9,567 2,319 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 18, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 9,569 2,319 1.61% 1.61% 248 0 0.0% Q2 2026 Jul 21, 2026
Centerline Wealth Advisors, LLC History No change 9,510 2,305 0.72% 0.72% 249 0 0.0% Q2 2026 Jul 17, 2026
Bank of New York Mellon Corp History No change 9,441 2,288 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 06, 2026
Somerset Group LLC History No change 9,509 2,273 1.6% 1.6% 251 0 0.0% Q2 2026 Aug 12, 2026
Intrepid Financial Planning Group LLC History No change 9,379 2,273 0.77% 0.77% 252 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 9,265 2,246 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 14, 2026
Ciovacco Capital Management LLC History No change 9,145 2,216 0.99% 0.99% 254 0 0.0% Q2 2026 Aug 07, 2026
Global Assets Advisory, LLC History No change 9,048 2,207 0.48% 0.48% 255 0 0.0% Q2 2026 Jul 27, 2026
Ehrenkranz Partners L.P. History No change 9,100 2,206 1.27% 1.27% 256 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 8,931 2,165 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 12, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 8,801 2,133 0.18% 0.18% 258 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 8,789 2,130 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 12, 2026
Cardinal Point Capital Management ULC History No change 8,780 2,128 0.12% 0.12% 260 0 0.0% Q2 2026 Jul 14, 2026
Sovran Advisors, LLC History No change 8,674 2,125 0.16% 0.16% 261 0 0.0% Q2 2026 Jul 29, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 8,395 2,115 0.69% 0.69% 262 0 0.0% Q2 2026 Aug 13, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History No change 8,650 2,097 0.8% 0.8% 263 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 8,596 2,083 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 03, 2026
Bryn Mawr Trust Advisors, LLC History No change 8,525 2,066 0.09% 0.09% 265 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 8,478 2,055 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 13, 2026
Artemis Wealth Advisors, LLC History No change 8,426 2,042 0.24% 0.24% 267 0 0.0% Q2 2026 Aug 14, 2026
McGuire Investment Group, LLC History No change 8,412 2,039 0.18% 0.18% 268 0 0.0% Q2 2026 Jul 27, 2026
Vision Retirement, LLC History No change 8,414 2,039 0.49% 0.49% 269 0 0.0% Q2 2026 Jul 21, 2026
SYKON CAPITAL LLC History No change 8,394 2,034 0.63% 0.63% 270 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History No change 8,330 2,019 0.2% 0.2% 271 0 0.0% Q2 2026 Jul 16, 2026
Beckerman Institutional, LLC History No change 8,241 1,997 0.95% 0.95% 272 0 0.0% Q2 2026 Aug 11, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 8,107 1,965 0.61% 0.61% 273 0 0.0% Q2 2026 Aug 07, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 8,042 1,949 1.42% 1.42% 274 0 0.0% Q2 2026 Jul 24, 2026
Vestmark Advisory Solutions, Inc. History No change 8,038 1,948 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 8,017 1,943 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
Massachusetts Wealth Management History No change 8,008 1,941 0.74% 0.74% 277 0 0.0% Q2 2026 Aug 03, 2026
Allworth Financial LP History No change 8,005 1,940 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 11, 2026
PACIFIC SUN FINANCIAL CORP History No change 7,980 1,934 0.8% 0.8% 279 0 0.0% Q2 2026 Aug 07, 2026
Storen Legacy Partners, LLC History No change 7,917 1,919 0.52% 0.52% 280 0 0.0% Q2 2026 Jul 17, 2026
PFG Advisors History No change 7,904 1,916 0.1% 0.1% 281 0 0.0% Q2 2026 Jul 16, 2026
Owen LaRue, LLC History No change 7,888 1,912 0.66% 0.66% 282 0 0.0% Q2 2026 Jul 22, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 7,837 1,899 0.54% 0.54% 283 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 7,782 1,886 0.05% 0.05% 284 0 0.0% Q2 2026 Jul 28, 2026
Knoll Capital Management, LLC History No change 7,650 1,854 0.87% 0.87% 285 0 0.0% Q2 2026 Sep 09, 2026
Missouri Trust & Investment Co History No change 7,705 1,846 0.5% 0.5% 286 0 0.0% Q2 2026 Aug 13, 2026
FLC Capital Advisors History No change 7,602 1,842 0.3% 0.3% 287 0 0.0% Q2 2026 Jul 20, 2026
Ridgeline Wealth Planning, LLC History No change 7,569 1,834 1.16% 1.16% 288 0 0.0% Q2 2026 Jul 24, 2026
Prepared Retirement Institute LLC History No change 7,528 1,824 0.78% 0.78% 289 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 7,515 1,821 0.07% 0.07% 290 0 0.0% Q2 2026 Jul 22, 2026
STEPHENS INC /AR/ History No change 7,506 1,819 0.02% 0.02% 291 0 0.0% Q2 2026 Jul 29, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 7,470 1,810 0.1% 0.1% 292 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 7,447 1,805 0.04% 0.04% 293 0 0.0% Q2 2026 Aug 14, 2026
BridgePort Financial Solutions, LLC History No change 7,393 1,792 0.46% 0.46% 294 0 0.0% Q2 2026 Jul 24, 2026
Odyssey Capital Advisors, Inc. History No change 7,383 1,789 1.28% 1.28% 295 0 0.0% Q2 2026 Jul 31, 2026
Pathstone Holdings, LLC History No change 7,340 1,779 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 13, 2026
Asset One Wealth Management LLC History No change 7,524 1,778 0.19% 0.19% 297 0 0.0% Q2 2026 Aug 13, 2026
Almanack Investment Partners, LLC. History No change 7,241 1,755 0.22% 0.22% 298 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Advisory, LLC History No change 7,206 1,746 0.14% 0.14% 299 0 0.0% Q2 2026 Jul 29, 2026
B. Riley Wealth Advisors, Inc. History No change 7,289 1,743 0.09% 0.09% 300 0 0.0% Q2 2026 Jul 14, 2026
BURNS J W & CO INC/NY History No change 7,074 1,714 0.18% 0.18% 301 0 0.0% Q2 2026 Jul 15, 2026
Essex Financial Services, Inc. History No change 7,056 1,710 0.09% 0.09% 302 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 7,017 1,701 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 6,962 1,687 0.04% 0.04% 304 0 0.0% Q2 2026 Jul 29, 2026
Total Wealth Planning & Management, Inc. History No change 6,926 1,679 1.14% 1.14% 305 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 6,870 1,675 0.14% 0.14% 306 0 0.0% Q2 2026 Aug 07, 2026
Joseph P. Lucia & Associates, LLC History No change 6,855 1,661 0.5% 0.5% 307 0 0.0% Q2 2026 Aug 07, 2026
Kovack Advisors, Inc. History No change 6,817 1,658 0.08% 0.08% 308 0 0.0% Q2 2026 Jul 28, 2026
IEQ CAPITAL, LLC History No change 6,762 1,639 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 11, 2026
Independent Wealth Network Inc. History No change 6,685 1,620 0.41% 0.41% 310 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Advisory Partners LLC History No change 6,674 1,617 0.03% 0.03% 311 0 0.0% Q2 2026 Jul 09, 2026
Crescent Grove Advisors, LLC History No change 6,602 1,600 0.13% 0.13% 312 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 6,601 1,600 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
LANDAAS & CO /WI /ADV History No change 6,589 1,597 0.29% 0.29% 314 0 0.0% Q2 2026 Jul 21, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,559 1,590 0.03% 0.03% 315 0 0.0% Q2 2026 Aug 12, 2026
Gladstone Institutional Advisory LLC History No change 6,537 1,584 0.05% 0.05% 316 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 6,475 1,569 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 05, 2026
Fifth Third Wealth Advisors LLC History No change 6,461 1,566 0.04% 0.04% 318 0 0.0% Q2 2026 Jul 17, 2026
Vontobel Holding Ltd. History No change 6,427 1,558 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 03, 2026
Nova Wealth Management, Inc. History No change 6,385 1,547 0.85% 0.85% 320 0 0.0% Q2 2026 Jul 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,368 1,543 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 6,331 1,534 0.01% 0.01% 322 0 0.0% Q2 2026 Jul 17, 2026
Tradition Wealth Management, LLC History No change 6,328 1,533 0.09% 0.09% 323 0 0.0% Q2 2026 Aug 11, 2026
Intesa Sanpaolo Wealth Management History No change 6,301 1,527 0.31% 0.31% 324 0 0.0% Q2 2026 Jul 23, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 6,236 1,521 1.0% 1.0% 325 0 0.0% Q2 2026 Jul 06, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 6,234 1,511 0.56% 0.56% 326 0 0.0% Q2 2026 Jul 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 6,174 1,497 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 6,134 1,478 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 6,090 1,476 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 6,086 1,475 0.03% 0.03% 330 0 0.0% Q2 2026 Aug 06, 2026
VISIONARY HORIZONS, LLC History No change 6,040 1,464 0.61% 0.61% 331 0 0.0% Q2 2026 Jul 16, 2026
Cyndeo Wealth Partners, LLC History No change 6,006 1,455 0.07% 0.07% 332 0 0.0% Q2 2026 Jul 21, 2026
Raab & Moskowitz Asset Management LLC History No change 5,987 1,451 0.29% 0.29% 333 0 0.0% Q2 2026 Jul 28, 2026
Allen Capital Group, LLC History No change 5,943 1,440 0.12% 0.12% 334 0 0.0% Q2 2026 Jul 27, 2026
Calamos Wealth Management LLC History No change 5,931 1,437 0.04% 0.04% 335 0 0.0% Q2 2026 Jul 31, 2026
Mutual Advisors, LLC History No change 5,751 1,394 0.03% 0.03% 336 0 0.0% Q2 2026 Aug 14, 2026
Ring Mountain Capital, LLC History No change 5,713 1,384 0.58% 0.58% 337 0 0.0% Q2 2026 Aug 11, 2026
Brookwood Investment Group LLC History No change 5,702 1,382 0.16% 0.16% 338 0 0.0% Q2 2026 Jul 23, 2026
Able Wealth Management LLC History No change 5,681 1,377 0.32% 0.32% 339 0 0.0% Q2 2026 Jul 29, 2026
KINTRA WEALTH, LLC History No change 5,514 1,376 0.07% 0.07% 340 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Network, LLC History No change 5,671 1,374 0.94% 0.94% 341 0 0.0% Q2 2026 Jul 07, 2026
NWF Advisory Services Inc. History No change 5,649 1,369 0.13% 0.13% 342 0 0.0% Q2 2026 Jul 29, 2026
Granite Bay Wealth Management, LLC History No change 5,632 1,366 0.13% 0.13% 343 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 5,609 1,359 0.05% 0.05% 344 0 0.0% Q2 2026 Jul 27, 2026
Evergreen Wealth Partners LLC History No change 5,591 1,355 0.81% 0.81% 345 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,588 1,354 0.02% 0.02% 346 0 0.0% Q2 2026 Jul 14, 2026
MCF Advisors LLC History No change 5,555 1,346 0.05% 0.05% 347 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History No change 5,644 1,344 0.03% 0.03% 348 0 0.0% Q2 2026 Jul 29, 2026
Robertson Stephens Wealth Management, LLC History No change 5,548 1,344 0.03% 0.03% 349 0 0.0% Q2 2026 Jul 29, 2026
Purus Wealth Management, LLC History No change 5,491 1,331 0.37% 0.37% 350 0 0.0% Q2 2026 Jul 13, 2026
Realta Investment Advisors History No change 5,486 1,329 0.41% 0.41% 351 0 0.0% Q2 2026 Jul 20, 2026
BFSG, LLC History No change 5,463 1,324 0.12% 0.12% 352 0 0.0% Q2 2026 Jul 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 5,456 1,322 0.04% 0.04% 353 0 0.0% Q2 2026 Aug 10, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 5,418 1,313 0.48% 0.48% 354 0 0.0% Q2 2026 Jul 15, 2026
Independent Advisor Alliance History No change 5,406 1,310 0.03% 0.03% 355 0 0.0% Q2 2026 Aug 12, 2026
WARNER FINANCIAL, INC History No change 5,386 1,305 0.38% 0.38% 356 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Advisory Services, LLC History No change 5,356 1,298 0.08% 0.08% 357 0 0.0% Q2 2026 Jul 23, 2026
ELLERSON GROUP INC /ADV History No change 5,354 1,297 0.77% 0.77% 358 0 0.0% Q2 2026 Jul 31, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 5,240 1,270 0.07% 0.07% 359 0 0.0% Q2 2026 Aug 14, 2026
Genesee Capital Advisors, LLC History No change 5,240 1,270 0.4% 0.4% 360 0 0.0% Q2 2026 Aug 06, 2026
Eddie Patel Inc History No change 5,214 1,264 0.76% 0.76% 361 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 5,195 1,259 0.06% 0.06% 362 0 0.0% Q2 2026 Aug 04, 2026
Patriot Financial Group Insurance Agency, LLC History No change 5,178 1,255 0.13% 0.13% 363 0 0.0% Q2 2026 Jul 16, 2026
Rehmann Capital Advisory Group History No change 5,109 1,238 0.06% 0.06% 364 0 0.0% Q2 2026 Aug 20, 2026
Savant Capital, LLC History No change 4,962 1,232 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 10, 2026
IBEX WEALTH ADVISORS History No change 5,082 1,231 0.1% 0.1% 366 0 0.0% Q2 2026 Jul 27, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 5,064 1,227 0.8% 0.8% 367 0 0.0% Q2 2026 Aug 07, 2026
Avondale Wealth Management History No change 5,050 1,224 0.5% 0.5% 368 0 0.0% Q2 2026 Jul 13, 2026
Aptus Capital Advisors, LLC History No change 5,048 1,223 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 12, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 5,029 1,219 0.42% 0.42% 370 0 0.0% Q2 2026 Aug 13, 2026
EPG Wealth Management LLC History No change 5,024 1,217 0.29% 0.29% 371 0 0.0% Q2 2026 Jul 28, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 5,024 1,217 0.3% 0.3% 372 0 0.0% Q2 2026 Jul 24, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 5,000 1,212 0.26% 0.26% 373 0 0.0% Q2 2026 Jul 16, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 4,994 1,210 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 13, 2026
Belpointe Asset Management LLC History No change 4,994 1,210 0.04% 0.04% 375 0 0.0% Q2 2026 Jul 31, 2026
Quadcap Wealth Management, LLC History No change 4,975 1,206 0.12% 0.12% 376 0 0.0% Q2 2026 Jul 31, 2026
Caprock Group, LLC History No change 4,924 1,193 0.02% 0.02% 377 0 0.0% Q2 2026 Jul 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 4,910 1,190 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 13, 2026
Powell Investment Advisors, LLC History No change 4,885 1,184 0.37% 0.37% 379 0 0.0% Q2 2026 Jul 28, 2026
NORTHLAND SECURITIES, INC. History No change 4,850 1,175 0.68% 0.68% 380 0 0.0% Q2 2026 Aug 04, 2026
SFMG, LLC History No change 4,840 1,173 0.07% 0.07% 381 0 0.0% Q2 2026 Aug 13, 2026
Safe Harbor Fiduciary, LLC History No change 4,809 1,165 0.91% 0.91% 382 0 0.0% Q2 2026 Aug 14, 2026
ATLas Financial Planning LLC History No change 4,804 1,164 0.94% 0.94% 383 0 0.0% Q2 2026 Jul 22, 2026
CreativeOne Wealth, LLC History No change 4,756 1,152 0.02% 0.02% 384 0 0.0% Q2 2026 Aug 13, 2026
JB Capital LLC History No change 4,726 1,145 0.04% 0.04% 385 0 0.0% Q2 2026 Jul 29, 2026
Resolute Wealth Strategies, LLC History No change 4,700 1,139 0.44% 0.44% 386 0 0.0% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,653 1,134 0.07% 0.07% 387 0 0.0% Q2 2026 Jul 22, 2026
Secure Asset Management, LLC History No change 4,656 1,128 0.16% 0.16% 388 0 0.0% Q2 2026 Jul 15, 2026
Vise Technologies, Inc. History No change 4,652 1,127 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 10, 2026
1607 Capital Partners, LLC History No change 4,645 1,126 0.1% 0.1% 390 0 0.0% Q2 2026 Sep 02, 2026
Clear Creek Financial Management, LLC History No change 4,644 1,125 0.07% 0.07% 391 0 0.0% Q2 2026 Jul 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 4,640 1,124 0.0% 0.0% 392 0 0.0% Q2 2026 Jul 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 4,563 1,106 0.16% 0.16% 393 0 0.0% Q2 2026 Jul 21, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 4,558 1,104 0.3% 0.3% 394 0 0.0% Q2 2026 Jul 23, 2026
Rathbones Group PLC History No change 4,541 1,100 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 23, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 4,499 1,090 0.12% 0.12% 396 0 0.0% Q2 2026 Jul 09, 2026
LiftPoint Family Wealth Advisors LLC History No change 4,472 1,084 0.73% 0.73% 397 0 0.0% Q2 2026 Aug 05, 2026
Wisconsin Wealth Advisors, LLC History No change 4,471 1,083 0.93% 0.93% 398 0 0.0% Q2 2026 Jul 07, 2026
Global View Capital Management LLC History No change 4,464 1,082 0.22% 0.22% 399 0 0.0% Q2 2026 Jul 23, 2026
Warner Group LLC History No change 4,444 1,077 0.27% 0.27% 400 0 0.0% Q2 2026 Jul 27, 2026
INTEGRITY ALLIANCE, LLC. History No change 4,435 1,075 0.03% 0.03% 401 0 0.0% Q2 2026 Jul 31, 2026
Firestone Capital Management History No change 4,426 1,072 0.2% 0.2% 402 0 0.0% Q2 2026 Jul 31, 2026
Gen-Wealth Partners Inc History No change 4,383 1,062 0.3% 0.3% 403 0 0.0% Q2 2026 Aug 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,351 1,054 0.2% 0.2% 404 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History No change 4,298 1,041 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 04, 2026
Fusion Capital, LLC History No change 4,284 1,038 0.24% 0.24% 406 0 0.0% Q2 2026 Aug 05, 2026
Roxbury Financial LLC History Added to 4,992 1,034 0.79% 0.93% 407 +153 3.16% Q3 2026 Oct 01, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 4,242 1,028 0.13% 0.13% 408 0 0.0% Q2 2026 Aug 11, 2026
Clearwave Capital, LLC History No change 4,222 1,023 0.56% 0.56% 409 0 0.0% Q2 2026 Jul 17, 2026
Ameliora Wealth Management Ltd. History No change 4,210 1,020 0.3% 0.3% 410 0 0.0% Q2 2026 Jul 24, 2026
RATIONAL ADVISORS, INC. History No change 4,172 1,011 0.09% 0.09% 411 0 0.0% Q2 2026 Jul 24, 2026
Solstein Capital, LLC History No change 4,070 986 0.34% 0.34% 412 0 0.0% Q2 2026 Aug 12, 2026
Onyx Bridge Wealth Group LLC History No change 4,050 981 0.09% 0.09% 413 0 0.0% Q2 2026 Jul 23, 2026
GAMCO INVESTORS, INC. ET AL History No change 4,000 969 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 12, 2026
V2 Financial group LLC History No change 4,000 969 0.36% 0.36% 415 0 0.0% Q2 2026 Aug 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 3,971 962 0.06% 0.06% 416 0 0.0% Q2 2026 Jul 15, 2026
Schuylkill Financial LLC History No change 3,967 961 0.89% 0.89% 417 0 0.0% Q2 2026 Aug 07, 2026
CRA Financial Services, LLC History No change 3,958 959 0.11% 0.11% 418 0 0.0% Q2 2026 Jul 24, 2026
LM Advisors LLC History No change 3,957 959 0.11% 0.11% 419 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 3,922 950 0.08% 0.08% 420 0 0.0% Q2 2026 Jul 28, 2026
CYPRESS ASSET MANAGEMENT INC/TX History No change 3,888 942 0.18% 0.18% 421 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Partners, Inc. History No change 3,878 940 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 3,821 926 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 14, 2026
WealthBridge Capital Management, LLC History No change 3,817 925 0.18% 0.18% 424 0 0.0% Q2 2026 Jul 24, 2026
GRANVILLE CAPITAL, INC. History No change 3,810 923 0.41% 0.41% 425 0 0.0% Q2 2026 Aug 11, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 3,800 921 0.11% 0.11% 426 0 0.0% Q2 2026 Aug 10, 2026
Prostatis Group LLC History No change 3,795 919 0.21% 0.21% 427 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 3,757 910 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 12, 2026
Hilltop Holdings Inc. History No change 3,740 906 0.07% 0.07% 429 0 0.0% Q2 2026 Aug 13, 2026
Guardian Asset Advisors, LLC History No change 3,692 895 0.41% 0.41% 430 0 0.0% Q2 2026 Jul 21, 2026
Advyzon Investment Management, LLC History No change 3,674 890 0.06% 0.06% 431 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 3,665 888 0.1% 0.1% 432 0 0.0% Q2 2026 Jul 09, 2026
FIRST FOUNDATION ADVISORS History No change 3,602 873 0.03% 0.03% 433 0 0.0% Q2 2026 Aug 14, 2026
Ackerman Asset Management, LLC History No change 3,579 867 0.52% 0.52% 434 0 0.0% Q2 2026 Aug 10, 2026
One Wealth Advisors, LLC History No change 3,566 864 0.1% 0.1% 435 0 0.0% Q2 2026 Aug 06, 2026
Unify Financial Advisors History No change 3,560 863 0.8% 0.8% 436 0 0.0% Q2 2026 Jul 21, 2026
Rollins Financial Advisors, LLC History No change 3,553 861 0.11% 0.11% 437 0 0.0% Q2 2026 Aug 04, 2026
Ellis Investment Partners, LLC History No change 3,538 857 0.13% 0.13% 438 0 0.0% Q2 2026 Aug 05, 2026
Symphony Financial, Ltd. Co. History No change 3,554 850 0.09% 0.09% 439 0 0.0% Q2 2026 Aug 03, 2026
Mission Hills Financial Advisory, LLC History No change 3,503 849 0.37% 0.37% 440 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,484 844 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 11, 2026
KKM Financial LLC History No change 3,484 844 0.12% 0.12% 442 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 3,477 843 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial Services, Inc. History No change 3,467 840 0.38% 0.38% 444 0 0.0% Q2 2026 Jul 22, 2026
Neuberger Berman Group LLC History No change 3,458 838 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 13, 2026
NWAM LLC History No change 3,458 838 0.04% 0.04% 446 0 0.0% Q2 2026 Jul 23, 2026
10Elms LLP History No change 3,459 838 0.35% 0.35% 447 0 0.0% Q2 2026 Aug 14, 2026
Cheviot Value Management, LLC History No change 3,449 836 0.08% 0.08% 448 0 0.0% Q2 2026 Aug 06, 2026
Avidian Wealth Enterprises, LLC History No change 3,452 836 0.02% 0.02% 449 0 0.0% Q2 2026 Jul 24, 2026
Hudock, Inc. History No change 3,447 835 0.11% 0.11% 450 0 0.0% Q2 2026 Jul 31, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 3,442 834 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 11, 2026
WEALTHGARDEN F.S. LLC History No change 3,398 823 0.47% 0.47% 452 0 0.0% Q2 2026 Jul 31, 2026
StoneX Group Inc. History No change 3,365 815 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 12, 2026
PLANNING DIRECTIONS INC History No change 3,347 811 0.38% 0.38% 454 0 0.0% Q2 2026 Aug 10, 2026
Independent Wealth Advisors LLC History No change 3,347 811 0.73% 0.73% 455 0 0.0% Q2 2026 Jul 27, 2026
CVA Family Office, LLC History No change 3,338 809 0.07% 0.07% 456 0 0.0% Q2 2026 Aug 07, 2026
HighPoint Advisor Group LLC History No change 3,320 804 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 05, 2026
Darden Wealth Group Inc History No change 3,320 804 0.32% 0.32% 458 0 0.0% Q2 2026 Aug 06, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 3,254 788 0.12% 0.12% 459 0 0.0% Q2 2026 Jul 29, 2026
Innovative Asset Advisors Group, LLC History No change 3,239 785 0.34% 0.34% 460 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisors, LLC History No change 3,222 780 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 06, 2026
OneDigital Investment Advisors LLC History No change 3,169 768 0.01% 0.01% 462 0 0.0% Q2 2026 Aug 06, 2026
Sonoma Private Wealth LLC History No change 3,143 761 0.82% 0.82% 463 0 0.0% Q2 2026 Aug 14, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 3,040 754 0.59% 0.59% 464 0 0.0% Q2 2026 Jul 09, 2026
CATHY PARETO & ASSOCIATES, INC History No change 3,114 754 0.44% 0.44% 465 0 0.0% Q2 2026 Jul 15, 2026
CENTAURUS FINANCIAL, INC. History No change 3,107 753 0.03% 0.03% 466 0 0.0% Q2 2026 Aug 17, 2026
Centurion Wealth Management LLC History No change 3,109 753 0.18% 0.18% 467 0 0.0% Q2 2026 Jul 09, 2026
Arax Advisory Partners History No change 3,106 752 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 10, 2026
MARSHALL WACE, LLP History No change 3,100 751 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,093 749 0.04% 0.04% 470 0 0.0% Q2 2026 Aug 06, 2026
Summit Wealth Partners, LLC History No change 3,039 736 0.1% 0.1% 471 0 0.0% Q2 2026 Aug 03, 2026
Krilogy Financial LLC History No change 3,034 735 0.02% 0.02% 472 0 0.0% Q2 2026 Jul 27, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 3,015 731 0.5% 0.5% 473 0 0.0% Q2 2026 Jul 10, 2026
BFI Infinity Ltd. History No change 2,987 724 0.22% 0.22% 474 0 0.0% Q2 2026 Jul 10, 2026
NVWM, LLC History No change 2,986 723 0.15% 0.15% 475 0 0.0% Q2 2026 Jul 28, 2026
Caldwell Trust Co History No change 2,977 721 0.06% 0.06% 476 0 0.0% Q2 2026 Aug 03, 2026
Midwest Trust Co History No change 2,974 720 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 04, 2026
WORLD EQUITY GROUP, INC. History No change 2,960 717 0.16% 0.16% 478 0 0.0% Q2 2026 Jul 09, 2026
Venturi Wealth Management, LLC History No change 2,959 717 0.03% 0.03% 479 0 0.0% Q2 2026 Jul 20, 2026
Interchange Capital Partners, LLC History No change 2,949 714 0.13% 0.13% 480 0 0.0% Q2 2026 Jul 20, 2026
Register Financial Advisors LLC History No change 2,949 714 0.22% 0.22% 481 0 0.0% Q2 2026 Jul 15, 2026
Mullooly Asset Management, Inc. History No change 2,930 709 0.22% 0.22% 482 0 0.0% Q2 2026 Aug 05, 2026
JT Stratford LLC History No change 2,913 706 0.08% 0.08% 483 0 0.0% Q2 2026 Aug 14, 2026
JM2 Capital Inc. History No change 2,912 706 0.48% 0.48% 484 0 0.0% Q2 2026 Jul 21, 2026
RWA WEALTH PARTNERS, LLC History No change 2,895 701 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 07, 2026
HRC WEALTH MANAGEMENT, LLC History No change 2,894 701 0.29% 0.29% 486 0 0.0% Q2 2026 Jul 10, 2026
Allspring Global Investments Holdings, LLC History No change 2,833 700 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 13, 2026
Modern Wealth Management, LLC History No change 2,872 696 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 2,867 695 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 13, 2026
Berkeley Capital Partners, LLC History No change 2,855 692 0.14% 0.14% 490 0 0.0% Q2 2026 Aug 06, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 2,853 691 0.11% 0.11% 491 0 0.0% Q2 2026 Jul 15, 2026
Clearstead Advisors, LLC History No change 2,813 682 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Management, Inc. History No change 2,817 682 0.1% 0.1% 493 0 0.0% Q2 2026 Jul 16, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 2,816 682 0.38% 0.38% 494 0 0.0% Q2 2026 Jul 16, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 2,782 674 0.19% 0.19% 495 0 0.0% Q2 2026 Jul 24, 2026
Magnus Financial Group LLC History No change 2,767 670 0.05% 0.05% 496 0 0.0% Q2 2026 Jul 09, 2026
Fox Hill Wealth Management History No change 2,754 667 0.27% 0.27% 497 0 0.0% Q2 2026 Aug 18, 2026
SeaBridge Investment Advisors LLC History No change 2,749 666 0.1% 0.1% 498 0 0.0% Q2 2026 Jul 17, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,713 657 0.06% 0.06% 499 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 2,700 654 0.02% 0.02% 500 0 0.0% Q2 2026 Aug 04, 2026
Larry Mathis Financial Planning, LLC History No change 2,678 649 0.49% 0.49% 501 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 2,676 648 0.02% 0.02% 502 0 0.0% Q2 2026 Jul 24, 2026
SMART Wealth LLC History No change 2,676 648 0.14% 0.14% 503 0 0.0% Q2 2026 Aug 05, 2026
Nuveen, LLC History No change 2,654 643 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 11, 2026
W1M Asset Management Ltd History No change 2,651 642 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 12, 2026
Integrated Advisors Network LLC History No change 2,644 640 0.03% 0.03% 506 0 0.0% Q2 2026 Aug 11, 2026
Keel Point, LLC History No change 2,640 639 0.04% 0.04% 507 0 0.0% Q2 2026 Aug 14, 2026
Quartz Partners, LLC History No change 2,628 637 0.21% 0.21% 508 0 0.0% Q2 2026 Aug 10, 2026
Redhawk Wealth Advisors, Inc. History No change 2,621 635 0.06% 0.06% 509 0 0.0% Q2 2026 Jul 09, 2026
New England Private Wealth Advisors LLC History No change 2,647 635 0.06% 0.06% 510 0 0.0% Q2 2026 Aug 04, 2026
YANKCOM Partnership History No change 2,600 630 0.23% 0.23% 511 0 0.0% Q2 2026 Jul 21, 2026
Round Rock Advisors LLC History No change 2,584 626 0.08% 0.08% 512 0 0.0% Q2 2026 Aug 12, 2026
First Heartland Consultants, Inc. History No change 2,582 625 0.04% 0.04% 513 0 0.0% Q2 2026 Jul 08, 2026
Beaumont Financial Advisors, LLC History No change 2,579 625 0.04% 0.04% 514 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 2,573 623 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 29, 2026
Duncan Williams Asset Management, LLC History No change 2,565 621 0.14% 0.14% 516 0 0.0% Q2 2026 Jul 22, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,550 618 0.09% 0.09% 517 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 2,519 610 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 03, 2026
Winthrop Advisory Group LLC History No change 2,518 610 0.04% 0.04% 519 0 0.0% Q2 2026 Jul 17, 2026
Merrion Investment Management Co, LLC History No change 2,500 606 0.29% 0.29% 520 0 0.0% Q2 2026 Jul 13, 2026
LEIGH BALDWIN & CO., LLC History No change 2,483 601 0.32% 0.32% 521 0 0.0% Q2 2026 Aug 13, 2026
Rothschild Wealth LLC History No change 2,450 594 0.05% 0.05% 522 0 0.0% Q2 2026 Aug 11, 2026
PCG Wealth Advisors, LLC History No change 2,434 590 0.13% 0.13% 523 0 0.0% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,424 587 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 2,415 585 0.08% 0.08% 525 0 0.0% Q2 2026 Aug 04, 2026
Plan Group Financial, LLC History No change 2,414 585 0.12% 0.12% 526 0 0.0% Q2 2026 Aug 03, 2026
Gateway Wealth Partners, LLC History No change 2,417 585 0.04% 0.04% 527 0 0.0% Q2 2026 Aug 04, 2026
CGN Advisors LLC History No change 2,406 583 0.04% 0.04% 528 0 0.0% Q2 2026 Jul 06, 2026
Perigon Wealth Management, LLC History No change 2,402 582 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 07, 2026
Grantvest Financial Group LLC History No change 2,395 580 0.34% 0.34% 530 0 0.0% Q2 2026 Aug 07, 2026
Kingdom Financial Group LLC. History No change 2,386 578 0.15% 0.15% 531 0 0.0% Q2 2026 Aug 07, 2026
IMC-Chicago, LLC History No change 2,378 576 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 06, 2026
Octavia Wealth Advisors, LLC History No change 2,371 574 0.05% 0.05% 533 0 0.0% Q2 2026 Jul 14, 2026
Crestwood Advisors Group, LLC History No change 2,358 571 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 03, 2026
Poehling Capital Management, INC. History No change 2,350 569 0.12% 0.12% 535 0 0.0% Q2 2026 Jul 20, 2026
WULFF, HANSEN & CO. History No change 2,337 566 0.43% 0.43% 536 0 0.0% Q2 2026 Aug 05, 2026
Cypress Wealth Services, LLC History No change 2,313 560 0.07% 0.07% 537 0 0.0% Q2 2026 Jul 10, 2026
Hoxton Planning & Management, LLC History No change 2,312 560 0.15% 0.15% 538 0 0.0% Q2 2026 Jul 16, 2026
Provenance Wealth Advisors, LLC History No change 2,311 560 0.05% 0.05% 539 0 0.0% Q2 2026 Jul 24, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 2,309 559 0.2% 0.2% 540 0 0.0% Q2 2026 Aug 03, 2026
MEANS INVESTMENT CO., INC. History No change 2,304 558 0.04% 0.04% 541 0 0.0% Q2 2026 Aug 14, 2026
Quantum Portfolio Management LLC History No change 2,297 556 0.2% 0.2% 542 0 0.0% Q2 2026 Aug 14, 2026
CITY HOLDING CO History No change 2,280 552 0.06% 0.06% 543 0 0.0% Q2 2026 Jul 10, 2026
Lewis Asset Management, LLC History No change 2,275 551 0.19% 0.19% 544 0 0.0% Q2 2026 Jul 21, 2026
Simplicity Wealth,LLC History No change 2,266 549 0.02% 0.02% 545 0 0.0% Q2 2026 Aug 06, 2026
Narwhal Capital Management History No change 2,260 547 0.04% 0.04% 546 0 0.0% Q2 2026 Jul 24, 2026
Financial Management Professionals, Inc. History No change 2,249 545 0.05% 0.05% 547 0 0.0% Q2 2026 Jul 09, 2026
AdvisorNet Financial, Inc History No change 2,240 543 0.02% 0.02% 548 0 0.0% Q2 2026 Jul 23, 2026
Edgestream Partners, L.P. History No change 2,221 538 0.02% 0.02% 549 0 0.0% Q2 2026 Aug 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 2,216 537 0.03% 0.03% 550 0 0.0% Q2 2026 Jul 20, 2026
Centerpoint Advisory Group History No change 2,210 535 0.34% 0.34% 551 0 0.0% Q2 2026 Jul 29, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 2,206 534 0.02% 0.02% 552 0 0.0% Q2 2026 Jul 08, 2026
Financial Management, Inc. History No change 2,187 530 0.43% 0.43% 553 0 0.0% Q2 2026 Aug 12, 2026
Confluence Wealth Services, Inc. History No change 2,150 521 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 22, 2026
Traction Financial Partners, LLC History No change 2,150 521 0.28% 0.28% 555 0 0.0% Q2 2026 Aug 13, 2026
Briaud Financial Planning Inc History No change 2,149 520 0.14% 0.14% 556 0 0.0% Q2 2026 Jul 30, 2026
Eagle Strategies LLC History No change 2,143 519 0.05% 0.05% 557 0 0.0% Q2 2026 Jul 21, 2026
Valmark Advisers, Inc. History No change 2,121 514 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 06, 2026
ARS Investment Partners, LLC History No change 2,084 505 0.02% 0.02% 559 0 0.0% Q2 2026 Jul 09, 2026
Keebeck Wealth Management History No change 2,084 505 0.05% 0.05% 560 0 0.0% Q2 2026 Aug 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 2,081 504 0.02% 0.02% 561 0 0.0% Q2 2026 Aug 11, 2026
Karnit Road Accident Victims Compensation Fund History No change 2,080 504 0.29% 0.29% 562 0 0.0% Q2 2026 Aug 03, 2026
Ifrah Financial Services, Inc. History No change 2,073 502 0.12% 0.12% 563 0 0.0% Q2 2026 Jul 21, 2026
PRIVATE CLIENT SERVICES, LLC History No change 2,389 494 0.13% 0.15% 564 0 0.0% Q3 2026 Oct 02, 2026
Chicago Wealth Management, Inc. History No change 2,036 493 0.17% 0.17% 565 0 0.0% Q2 2026 Aug 11, 2026
Investment Management Trust, LLC History No change 2,026 491 0.44% 0.44% 566 0 0.0% Q2 2026 Aug 11, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 2,018 489 0.05% 0.05% 567 0 0.0% Q2 2026 Jul 23, 2026
IMA Advisory Services, Inc. History No change 2,015 488 0.03% 0.03% 568 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 2,015 488 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 03, 2026
Compagnie Lombard Odier SCmA History No change 2,000 485 0.01% 0.01% 570 0 0.0% Q2 2026 Jul 29, 2026
Third View Private Wealth, LLC History No change 2,000 484 0.06% 0.06% 571 0 0.0% Q2 2026 Jul 27, 2026
Hamilton Wealth, LLC History No change 1,994 483 0.09% 0.09% 572 0 0.0% Q2 2026 Aug 06, 2026
Investment Partners Asset Management, Inc. History No change 1,983 480 0.27% 0.27% 573 0 0.0% Q2 2026 Jul 24, 2026
LPWM LLC History No change 1,967 476 0.11% 0.11% 574 0 0.0% Q2 2026 Jul 24, 2026
Wealth Management Partners, LLC History No change 1,966 476 0.11% 0.11% 575 0 0.0% Q2 2026 Jul 22, 2026
Alteri Wealth LLC History No change 1,966 476 0.13% 0.13% 576 0 0.0% Q2 2026 Jul 29, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 1,958 475 0.01% 0.01% 577 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 1,950 472 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 10, 2026
Envision Financial Transparency, LLC History No change 3,719 471 0.4% 0.4% 579 0 0.0% Q2 2026 Aug 21, 2026
Argent Trust Co History No change 1,929 467 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,915 464 0.03% 0.03% 581 0 0.0% Q2 2026 Jul 07, 2026
Juno Financial Group LLC History No change 1,917 464 0.16% 0.16% 582 0 0.0% Q2 2026 Aug 04, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 1,913 463 0.45% 0.45% 583 0 0.0% Q2 2026 Jul 21, 2026
CoreCap Advisors, LLC History No change 1,909 462 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 06, 2026
Axis Wealth Partners, LLC History No change 1,905 461 0.22% 0.22% 585 0 0.0% Q2 2026 Jul 28, 2026
WESPAC Advisors, LLC History No change 1,901 460 0.22% 0.22% 586 0 0.0% Q2 2026 Aug 10, 2026
Concorde Asset Management, LLC History No change 1,900 460 0.27% 0.27% 587 0 0.0% Q2 2026 Aug 18, 2026
Retirement Wealth Solutions LLC History Reduced 2,219 459 0.24% 0.49% 588 -1,443 -39.4% Q3 2026 Oct 07, 2026
Purkiss Capital Advisors LLC History No change 1,884 456 0.17% 0.17% 589 0 0.0% Q2 2026 Jul 30, 2026
Xcel Wealth Management, LLC History No change 1,880 455 0.11% 0.11% 590 0 0.0% Q2 2026 Jul 24, 2026
Heritage Investment Group, Inc. History No change 1,881 455 0.06% 0.06% 591 0 0.0% Q2 2026 Jul 29, 2026
CARLSON FINANCIAL, INC. History No change 1,882 455 0.23% 0.23% 592 0 0.0% Q2 2026 Aug 24, 2026
Koshinski Asset Management, Inc. History No change 1,857 450 0.02% 0.02% 593 0 0.0% Q2 2026 Jul 27, 2026
RMR Capital Management, LLC History No change 1,860 450 0.31% 0.31% 594 0 0.0% Q2 2026 Jul 27, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 1,850 448 0.02% 0.02% 595 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 1,834 444 0.03% 0.03% 596 0 0.0% Q2 2026 Aug 05, 2026
Fiduciary Alliance LLC History No change 1,830 443 0.03% 0.03% 597 0 0.0% Q2 2026 Jul 20, 2026
Marex Group Ltd History No change 1,816 440 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 14, 2026
Mayfair Advisory Group, LLC History No change 1,830 439 0.13% 0.13% 599 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,804 437 0.24% 0.24% 600 0 0.0% Q2 2026 Aug 14, 2026
HCR Wealth Advisors History No change 1,799 436 0.04% 0.04% 601 0 0.0% Q2 2026 Jul 13, 2026
Vermillion Wealth Management, Inc. History No change 1,802 436 0.1% 0.1% 602 0 0.0% Q2 2026 Jul 15, 2026
Tepp RIA, LLC History No change 1,799 436 0.3% 0.3% 603 0 0.0% Q2 2026 Jul 28, 2026
Aurora Private Wealth, Inc. History No change 1,785 433 0.27% 0.27% 604 0 0.0% Q2 2026 Jul 21, 2026
Burns Matteson Capital Management, LLC History No change 1,781 431 0.13% 0.13% 605 0 0.0% Q2 2026 Jul 17, 2026
Atlatl Advisers LLC History No change 1,772 429 0.1% 0.1% 606 0 0.0% Q2 2026 Jul 22, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 1,769 428 0.03% 0.03% 607 0 0.0% Q2 2026 Jul 20, 2026
ProCore Advisors, LLC History No change 1,769 428 0.53% 0.53% 608 0 0.0% Q2 2026 Jul 27, 2026
COFG Advisors, LLC History No change 1,767 428 0.07% 0.07% 609 0 0.0% Q2 2026 Aug 14, 2026
L & S Advisors Inc History No change 1,745 423 0.04% 0.04% 610 0 0.0% Q2 2026 Aug 12, 2026
Thompson David Blair History No change 1,716 415 0.21% 0.21% 611 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 1,698 411 0.01% 0.01% 612 0 0.0% Q2 2026 Jul 15, 2026
Meridian Wealth Management, LLC History No change 1,698 411 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 05, 2026
Plotkin Financial Advisors, LLC History No change 1,699 411 0.17% 0.17% 614 0 0.0% Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 1,697 411 0.04% 0.04% 615 0 0.0% Q2 2026 Aug 14, 2026
TCI Wealth Advisors, Inc. History No change 1,668 404 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 29, 2026
Coastal Bridge Advisors, LLC History No change 1,667 404 0.02% 0.02% 617 0 0.0% Q2 2026 Aug 17, 2026
Index Technologies Group LLC History No change 1,660 402 0.32% 0.32% 618 0 0.0% Q2 2026 Aug 14, 2026
Anson Capital, Inc. History No change 1,658 401 0.26% 0.26% 619 0 0.0% Q2 2026 Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,650 400 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 07, 2026
Verity Asset Management, Inc. History No change 1,654 400 0.15% 0.15% 621 0 0.0% Q2 2026 Aug 13, 2026
Journey Advisory Group, LLC History No change 1,650 399 0.03% 0.03% 622 0 0.0% Q2 2026 Aug 04, 2026
Badgley Phelps Wealth Managers, LLC History No change 1,644 398 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 31, 2026
Collaborative Wealth Managment Inc. History No change 1,632 395 0.17% 0.17% 624 0 0.0% Q2 2026 Aug 05, 2026
SAXON INTERESTS, INC. History No change 1,633 395 0.11% 0.11% 625 0 0.0% Q2 2026 Aug 12, 2026
Planning Strategies Inc. History Added to 1,873 388 0.23% 0.19% 627 +623 49.84% Q3 2026 Oct 02, 2026
TCFG Investment Advisors, LLC History No change 1,601 388 0.13% 0.13% 626 0 0.0% Q2 2026 Jul 17, 2026
FRANKLIN RESOURCES INC History No change 1,591 385 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 13, 2026
Mesirow Financial Investment Management, Inc. History No change 1,590 385 0.01% 0.01% 629 0 0.0% Q2 2026 Jul 22, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 1,588 384 0.1% 0.1% 630 0 0.0% Q2 2026 Jul 27, 2026
HUB Investment Partners, LLC History No change 1,587 384 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 31, 2026
N.E.W. Advisory Services LLC History No change 1,579 382 0.03% 0.03% 632 0 0.0% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History No change 1,563 378 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 21, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 1,822 377 0.24% 0.28% 634 -59 -3.14% Q3 2026 Oct 07, 2026
Horizon Investments, LLC History No change 1,548 375 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,550 375 0.01% 0.01% 636 0 0.0% Q2 2026 Jul 31, 2026
Tactive Advisors, LLC History No change 1,550 375 0.09% 0.09% 637 0 0.0% Q2 2026 Jul 08, 2026
Wealth Management Nebraska History No change 1,551 375 0.03% 0.03% 638 0 0.0% Q2 2026 Jul 27, 2026
Callan Family Office, LLC History No change 1,533 371 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 1,529 370 0.02% 0.02% 640 0 0.0% Q2 2026 Jul 23, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 1,524 369 0.09% 0.09% 641 0 0.0% Q2 2026 Aug 14, 2026
Carter Financial Group, INC. History No change 1,516 367 0.19% 0.19% 642 0 0.0% Q2 2026 Jul 30, 2026
SAX WEALTH ADVISORS, LLC History No change 1,665 364 0.01% 0.01% 643 0 0.0% Q2 2026 Jul 09, 2026
Gruss & Co., LLC History No change 1,500 363 0.89% 0.89% 644 0 0.0% Q2 2026 Aug 05, 2026
Segment Wealth Management, LLC History No change 1,500 363 0.02% 0.02% 645 0 0.0% Q2 2026 Jul 16, 2026
JDM Financial Group LLC History No change 1,496 362 0.12% 0.12% 646 0 0.0% Q2 2026 Aug 17, 2026
Heritage Wealth Management, Inc. History No change 1,490 361 0.09% 0.09% 647 0 0.0% Q2 2026 Jul 28, 2026
Advantage Trust Co History No change 1,490 361 0.13% 0.13% 648 0 0.0% Q2 2026 Jul 17, 2026
High Net Worth Advisory Group LLC History No change 1,486 360 0.08% 0.08% 649 0 0.0% Q2 2026 Jul 29, 2026
Perennial Investment Advisors, LLC History No change 1,483 359 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 14, 2026
Runnymede Capital Advisors, Inc. History No change 1,480 358 0.21% 0.21% 651 0 0.0% Q2 2026 Jul 21, 2026
STOCK YARDS BANK & TRUST CO History No change 1,457 353 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 19, 2026
Ironwood Financial, llc History No change 1,503 353 0.06% 0.06% 653 0 0.0% Q2 2026 Jul 17, 2026
NATIXIS History No change 1,461 351 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 13, 2026
Platt Wealth Management LLC History No change 1,450 351 0.28% 0.28% 655 0 0.0% Q2 2026 Jul 31, 2026
Platform Technology Partners History No change 1,444 350 0.06% 0.06% 656 0 0.0% Q2 2026 Jul 24, 2026
LFA - Lugano Financial Advisors SA History No change 1,437 348 0.21% 0.21% 657 0 0.0% Q2 2026 Jul 28, 2026
ELEVATE WEALTH ADVISORY, INC History No change 1,437 348 0.2% 0.2% 658 0 0.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 1,430 346 0.08% 0.08% 659 0 0.0% Q2 2026 Aug 13, 2026
CVFG LLC History No change 1,428 346 0.04% 0.04% 660 0 0.0% Q2 2026 Aug 11, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 1,406 346 0.03% 0.03% 661 0 0.0% Q2 2026 Sep 02, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,425 345 0.02% 0.02% 662 0 0.0% Q2 2026 Aug 03, 2026
Golden State Wealth Management, LLC History No change 1,417 343 0.03% 0.03% 663 0 0.0% Q2 2026 Jul 22, 2026
Glen Eagle Advisors, LLC History No change 1,416 343 0.04% 0.04% 664 0 0.0% Q2 2026 Aug 14, 2026
Polaris Investment Advisors, LLC History No change 1,418 343 0.22% 0.22% 665 0 0.0% Q2 2026 Jul 09, 2026
COZAD ASSET MANAGEMENT INC History No change 1,414 342 0.02% 0.02% 666 0 0.0% Q2 2026 Aug 14, 2026
Rinkey Investments History No change 1,412 342 0.08% 0.08% 667 0 0.0% Q2 2026 Jul 20, 2026
Kestra Investment Management, LLC History No change 1,406 340 0.01% 0.01% 668 0 0.0% Q2 2026 Aug 05, 2026
MATAURO, LLC History No change 1,405 340 0.04% 0.04% 669 0 0.0% Q2 2026 Jul 21, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 1,400 339 0.06% 0.06% 670 0 0.0% Q2 2026 Aug 04, 2026
Leeward Financial Partners, LLC History No change 1,401 339 0.09% 0.09% 671 0 0.0% Q2 2026 Aug 06, 2026
Regatta Research & Money Management History No change 1,400 339 0.32% 0.32% 672 0 0.0% Q2 2026 Aug 11, 2026
Bramshill Investments, LLC History No change 1,390 336 0.03% 0.03% 673 0 0.0% Q2 2026 Aug 14, 2026
BankChampaign, National Association History No change 1,385 335 0.26% 0.26% 674 0 0.0% Q2 2026 Jul 23, 2026
Y.D. More Investments Ltd History No change 1,376 332 0.01% 0.01% 675 0 0.0% Q2 2026 Aug 05, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 1,371 332 0.13% 0.13% 676 0 0.0% Q2 2026 Jul 30, 2026
IPG Investment Advisors LLC History No change 1,368 331 0.05% 0.05% 677 0 0.0% Q2 2026 Aug 12, 2026
Pekin Hardy Strauss, Inc. History No change 1,362 330 0.03% 0.03% 678 0 0.0% Q2 2026 Jul 30, 2026
Pine Valley Investments Ltd Liability Co History No change 1,355 328 0.01% 0.01% 679 0 0.0% Q2 2026 Jul 24, 2026
Analyst IMS Investment Management Services Ltd. History No change 1,349 327 0.01% 0.01% 680 0 0.0% Q2 2026 Jul 29, 2026
TrueWealth Advisors, LLC History No change 1,353 327 0.07% 0.07% 681 0 0.0% Q2 2026 Jul 08, 2026
Wingate Wealth Advisors, Inc. History No change 1,346 326 0.14% 0.14% 682 0 0.0% Q2 2026 Jul 29, 2026
Pure Financial Advisors, LLC History No change 1,338 324 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 14, 2026
Rockport Wealth LLC History No change 1,337 324 0.05% 0.05% 684 0 0.0% Q2 2026 Jul 27, 2026
Milestone Asset Management Group, LLC History No change 1,336 323 0.16% 0.16% 685 0 0.0% Q2 2026 Jul 30, 2026
SMITH, MOORE & CO. History No change 1,332 322 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 12, 2026
1900 WEALTH MANAGEMENT LLC History No change 1,331 322 0.02% 0.02% 687 0 0.0% Q2 2026 Aug 04, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 1,323 320 0.18% 0.18% 688 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Family Advisors, LLC History No change 1,320 319 0.13% 0.13% 689 0 0.0% Q2 2026 Aug 14, 2026
BCGM Wealth Management, LLC History No change 1,318 319 0.07% 0.07% 690 0 0.0% Q2 2026 Aug 04, 2026
Winch Advisory Services, LLC History No change 1,311 317 0.07% 0.07% 691 0 0.0% Q2 2026 Aug 06, 2026
Weaver Consulting Group History No change 1,532 317 0.06% 0.08% 692 0 0.0% Q3 2026 Oct 07, 2026
Quotient Wealth Partners, LLC History No change 1,311 317 0.01% 0.01% 693 0 0.0% Q2 2026 Aug 03, 2026
SBI Securities Co., Ltd. History No change 1,307 316 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 22, 2026
Mountain Capital Investment Advisors Inc. History No change 1,298 314 0.04% 0.04% 695 0 0.0% Q2 2026 Jul 14, 2026
Biltmore Family Office, LLC History No change 1,299 314 0.04% 0.04% 696 0 0.0% Q2 2026 Aug 12, 2026
Apeiron RIA LLC History No change 1,292 313 0.08% 0.08% 697 0 0.0% Q2 2026 Jul 16, 2026
Tidemark, LLC History No change 1,282 310 0.07% 0.07% 698 0 0.0% Q2 2026 Aug 10, 2026
ROCKLAND TRUST CO History No change 1,493 309 0.01% 0.01% 699 0 0.0% Q3 2026 Oct 05, 2026
Russell Investments Group, Ltd. History No change 1,275 309 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 06, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 1,266 306 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 05, 2026
SENTINEL PENSION ADVISORS, LLC History No change 1,329 306 0.04% 0.04% 702 0 0.0% Q2 2026 Jul 23, 2026
Dorsey & Whitney Trust CO LLC History No change 1,262 305 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 14, 2026
Zullo Investment Group, Inc. History No change 1,255 304 0.1% 0.1% 704 0 0.0% Q2 2026 Jul 31, 2026
ELCO Management Co., LLC History No change 1,250 303 0.13% 0.13% 705 0 0.0% Q2 2026 Aug 10, 2026
MONECO ADVISORS, LLC History No change 1,252 303 0.02% 0.02% 706 0 0.0% Q2 2026 Aug 11, 2026
Modera Wealth Management, LLC History No change 1,248 302 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 03, 2026
Perennial Advisors, LLC History No change 1,247 302 0.05% 0.05% 708 0 0.0% Q2 2026 Jul 13, 2026
SOA Wealth Advisors, LLC. History No change 1,244 301 0.05% 0.05% 709 0 0.0% Q2 2026 Jul 21, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,239 300 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 14, 2026
STEVENS CAPITAL PARTNERS History No change 1,239 300 0.06% 0.06% 711 0 0.0% Q2 2026 Aug 07, 2026
Composition Wealth, LLC History No change 1,236 299 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 22, 2026
Diversified Trust Co History No change 1,230 298 0.0% 0.0% 713 0 0.0% Q2 2026 Jul 17, 2026
Centric Wealth Management History No change 1,395 298 0.05% 0.05% 714 0 0.0% Q2 2026 Aug 06, 2026
Gallagher Capital Advisors, LLC History No change 1,233 298 0.17% 0.17% 715 0 0.0% Q2 2026 Aug 04, 2026
SIMON QUICK ADVISORS, LLC History No change 1,222 296 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 28, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 1,220 295 0.14% 0.14% 717 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Capital Partners, LLC History No change 1,221 295 0.12% 0.12% 718 0 0.0% Q2 2026 Jul 09, 2026
CURA WEALTH ADVISORS, LLC History No change 1,220 295 0.13% 0.13% 719 0 0.0% Q2 2026 Aug 06, 2026
Sound View Wealth Advisors Group, LLC History No change 1,216 294 0.02% 0.02% 720 0 0.0% Q2 2026 Aug 11, 2026
Kingsbury Capital Investment Advisors LLC History No change 1,210 293 0.25% 0.25% 721 0 0.0% Q2 2026 Aug 25, 2026
Forza Wealth Management, LLC History No change 1,210 293 0.09% 0.09% 722 0 0.0% Q2 2026 Jul 17, 2026
KMT WEALTH MANAGEMENT, LLC History No change 1,210 293 0.25% 0.25% 723 0 0.0% Q2 2026 Aug 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,205 292 0.11% 0.11% 724 0 0.0% Q2 2026 Jul 08, 2026
Safeguard Investment Advisory Group, LLC History No change 1,208 292 0.07% 0.07% 725 0 0.0% Q2 2026 Aug 13, 2026
HOLDERNESS INVESTMENTS CO History No change 1,204 291 0.05% 0.05% 726 0 0.0% Q2 2026 Aug 12, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 1,201 291 0.15% 0.15% 727 0 0.0% Q2 2026 Jul 20, 2026
EAGLE GLOBAL ADVISORS LLC History No change 1,200 290 0.01% 0.01% 728 0 0.0% Q2 2026 Jul 30, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,190 288 0.02% 0.02% 729 0 0.0% Q2 2026 Aug 07, 2026
Horizon Wealth Management, LLC History No change 1,190 288 0.04% 0.04% 730 0 0.0% Q2 2026 Aug 06, 2026
Institute for Wealth Management, LLC. History No change 1,185 287 0.03% 0.03% 731 0 0.0% Q2 2026 Jul 28, 2026
Value Investment Professionals, LLC History No change 1,188 287 0.24% 0.24% 732 0 0.0% Q2 2026 Jul 07, 2026
Advocate Investing Services LLC History No change 1,180 286 0.22% 0.22% 733 0 0.0% Q2 2026 Jul 28, 2026
SFG Wealth Management, LLC. History No change 1,179 285 0.1% 0.1% 734 0 0.0% Q2 2026 Jul 22, 2026
Procyon Advisors, LLC History No change 1,175 284 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 09, 2026
Ironwood Investment Counsel, LLC History No change 1,170 283 0.04% 0.04% 736 0 0.0% Q2 2026 Aug 05, 2026
TRUE Private Wealth Advisors History No change 1,166 282 0.02% 0.02% 737 0 0.0% Q2 2026 Jul 23, 2026
FNY Investment Advisers, LLC History No change 1,164 282 0.1% 0.1% 738 0 0.0% Q2 2026 Jul 08, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 1,155 280 0.04% 0.04% 739 0 0.0% Q2 2026 Aug 25, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 1,132 274 0.02% 0.02% 740 0 0.0% Q2 2026 Jul 31, 2026
Visionary Wealth Advisors History No change 1,133 274 0.01% 0.01% 741 0 0.0% Q2 2026 Aug 13, 2026
BLALOCK WILLIAMS, LLC History No change 1,127 273 0.18% 0.18% 742 0 0.0% Q2 2026 Aug 07, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,125 272 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 13, 2026
Fort Sheridan Advisors LLC History No change 1,124 272 0.03% 0.03% 744 0 0.0% Q2 2026 Aug 05, 2026
CFS Investment Advisory Services, LLC History No change 1,096 272 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 16, 2026
Nadler Financial Group, Inc. History No change 1,120 271 0.02% 0.02% 746 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Planning Group LLC History No change 1,175 271 0.03% 0.03% 747 0 0.0% Q2 2026 Jul 29, 2026
Mason & Associates Inc History No change 1,122 271 0.04% 0.04% 748 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 1,116 270 0.07% 0.07% 749 0 0.0% Q2 2026 Aug 14, 2026
Corecam Pte. Ltd. History No change 1,110 269 0.1% 0.1% 750 0 0.0% Q2 2026 Jul 14, 2026
Herold Advisors, Inc. History No change 1,112 268 0.05% 0.05% 751 0 0.0% Q2 2026 Jul 22, 2026
Verum Partners LLC History No change 1,107 268 0.04% 0.04% 752 0 0.0% Q2 2026 Jul 22, 2026
Fairvoy Private Wealth, LLC History No change 1,108 268 0.05% 0.05% 753 0 0.0% Q2 2026 Jul 17, 2026
FIRST NATIONAL TRUST CO History No change 1,098 266 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 30, 2026
Stelac Advisory Services LLC History No change 1,090 264 0.05% 0.05% 755 0 0.0% Q2 2026 Aug 10, 2026
Ballew Advisors, Inc History No change 1,275 264 0.13% 0.16% 756 0 0.0% Q3 2026 Oct 05, 2026
Werba Rubin Papier Wealth Management History No change 1,093 264 0.03% 0.03% 757 0 0.0% Q2 2026 Jul 27, 2026
PUREfi Wealth, LLC History No change 1,085 263 0.14% 0.14% 758 0 0.0% Q2 2026 Jul 27, 2026
Ancora Advisors LLC History No change 1,081 262 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,080 261 0.0% 0.0% 760 0 0.0% Q2 2026 Sep 23, 2026
Financial Engines Advisors L.L.C. History No change 1,073 260 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 1,071 259 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 07, 2026
Vigilare Wealth Management History No change 1,061 257 0.08% 0.08% 763 0 0.0% Q2 2026 Jul 06, 2026
ZENITH SOLUTIONS, INC. History No change 1,063 257 0.23% 0.23% 764 0 0.0% Q2 2026 Aug 03, 2026
Southeast Asset Advisors, LLC History No change 1,060 256 0.03% 0.03% 765 0 0.0% Q2 2026 Aug 14, 2026
Three Cord True Wealth Management, LLC History No change 1,060 256 0.12% 0.12% 766 0 0.0% Q2 2026 Jul 23, 2026
Maltin Wealth Management, Inc. History No change 1,054 255 0.09% 0.09% 767 0 0.0% Q2 2026 Jul 22, 2026
Investment Planning Advisors, Inc. History No change 1,054 255 0.06% 0.06% 768 0 0.0% Q2 2026 Jul 23, 2026
Shared Vision Wealth Group LLC History No change 1,052 254 0.09% 0.09% 769 0 0.0% Q2 2026 Jul 31, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 1,050 254 0.02% 0.02% 770 0 0.0% Q2 2026 Jul 22, 2026
Clark Capital Management Group, Inc. History No change 1,042 252 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 1,057 252 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 11, 2026
LexAurum Advisors, LLC History No change 1,037 251 0.03% 0.03% 773 0 0.0% Q2 2026 Jul 15, 2026
Bravias Capital Group, LLC History No change 1,037 251 0.15% 0.15% 774 0 0.0% Q2 2026 Jul 30, 2026
PKS Advisory Services, LLC History No change 1,031 250 0.04% 0.04% 775 0 0.0% Q2 2026 Aug 04, 2026
Black Diamond Financial, LLC History No change 1,033 250 0.02% 0.02% 776 0 0.0% Q2 2026 Aug 04, 2026
AlTi Global, Inc. History No change 1,033 250 0.01% 0.01% 777 0 0.0% Q2 2026 Aug 05, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 1,031 250 0.04% 0.04% 778 0 0.0% Q2 2026 Aug 10, 2026
Sound Income Strategies, LLC History No change 1,031 249 0.01% 0.01% 779 0 0.0% Q2 2026 Jul 20, 2026
GUERRA PAN ADVISORS, LLC History No change 1,030 249 0.14% 0.14% 780 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,020 247 0.05% 0.05% 781 0 0.0% Q2 2026 Jul 17, 2026
USAdvisors Wealth Management, LLC History No change 1,018 246 0.07% 0.07% 782 0 0.0% Q2 2026 Jul 29, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 775 246 0.08% 0.08% 783 0 0.0% Q2 2026 Jul 15, 2026
Texas Capital Bank Wealth Management Services Inc History No change 1,015 246 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 07, 2026
Ascent Group, LLC History No change 1,017 246 0.01% 0.01% 785 0 0.0% Q2 2026 Aug 03, 2026
Saxony Capital Management, LLC History No change 1,012 245 0.11% 0.11% 786 0 0.0% Q2 2026 Jul 15, 2026
ONE Advisory Partners, LLC History No change 1,008 244 0.07% 0.07% 787 0 0.0% Q2 2026 Jul 21, 2026
Caerus Investment Advisors, LLC History No change 1,010 244 0.08% 0.08% 788 0 0.0% Q2 2026 Aug 14, 2026
SCHULHOFF & CO INC History No change 1,000 242 0.1% 0.1% 789 0 0.0% Q2 2026 Aug 13, 2026
NEPC LLC History No change 1,000 242 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 14, 2026
Avalon Trust Co History No change 1,000 242 0.01% 0.01% 791 0 0.0% Q2 2026 Aug 06, 2026
HC Advisors, LLC History No change 1,000 242 0.15% 0.15% 792 0 0.0% Q2 2026 Aug 07, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 1,105 241 0.14% 0.14% 793 0 0.0% Q2 2026 Aug 19, 2026
Sanchez Gaunt Capital Management, LLC History No change 997 241 0.13% 0.13% 794 0 0.0% Q2 2026 Aug 14, 2026
WESPAC Advisors SoCal, LLC History No change 992 240 0.04% 0.04% 795 0 0.0% Q2 2026 Jul 16, 2026
HUNTINGTON NATIONAL BANK History No change 989 239 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 13, 2026
WealthShield Partners, LLC History No change 989 239 0.04% 0.04% 797 0 0.0% Q2 2026 Aug 12, 2026
Kesler, Norman & Wride, LLC History No change 986 239 0.04% 0.04% 798 0 0.0% Q2 2026 Jul 23, 2026
Chung Wu Investment Group, LLC History No change 970 235 0.15% 0.15% 799 0 0.0% Q2 2026 Jul 31, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 966 234 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 23, 2026
LANARK FINANCIAL, INC. History No change 962 233 0.02% 0.02% 801 0 0.0% Q2 2026 Jul 21, 2026
Dynamic Advisor Solutions LLC History No change 961 233 0.01% 0.01% 802 0 0.0% Q2 2026 Jul 07, 2026
NFSG Corp History No change 962 233 0.03% 0.03% 803 0 0.0% Q2 2026 Aug 14, 2026
Huntleigh Advisors, Inc. History No change 959 232 0.03% 0.03% 804 0 0.0% Q2 2026 Aug 04, 2026
Fortis Capital Advisors, LLC History No change 961 232 0.03% 0.03% 805 0 0.0% Q2 2026 Jul 31, 2026
Insight Advisors, LLC/ PA History No change 953 231 0.04% 0.04% 806 0 0.0% Q2 2026 Aug 05, 2026
Retirement Planning Group, LLC History No change 950 230 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 05, 2026
Hennion & Walsh Asset Management, Inc. History No change 950 230 0.01% 0.01% 808 0 0.0% Q2 2026 Jul 08, 2026
Eagle Capital Management, LLC History No change 945 229 0.08% 0.08% 809 0 0.0% Q2 2026 Jul 13, 2026
Hilltop Partners LLC History No change 944 228 0.06% 0.06% 810 0 0.0% Q2 2026 Aug 05, 2026
WESBANCO BANK INC History No change 937 227 0.01% 0.01% 811 0 0.0% Q2 2026 Jul 28, 2026
Montecito Bank & Trust History No change 1,099 227 0.03% 0.04% 812 0 0.0% Q3 2026 Oct 01, 2026
City State Bank History No change 940 227 0.05% 0.05% 813 0 0.0% Q2 2026 Jul 14, 2026
ZynergyRetirementPlanningLLC History No change 940 227 0.12% 0.12% 814 0 0.0% Q2 2026 Jul 17, 2026
Scarborough Advisors, LLC History No change 968 226 0.03% 0.03% 815 0 0.0% Q2 2026 Jul 21, 2026
Bellwether Advisors, LLC History No change 935 226 0.03% 0.03% 816 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 930 225 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 920 223 0.05% 0.05% 818 0 0.0% Q2 2026 Jul 15, 2026
HARMONY ASSET MANAGEMENT LLC History No change 917 222 0.06% 0.06% 819 0 0.0% Q2 2026 Jul 20, 2026
E&G Advisors, LLC History No change 910 220 0.04% 0.04% 820 0 0.0% Q2 2026 Jul 23, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 900 218 0.01% 0.01% 821 0 0.0% Q2 2026 Aug 03, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 900 218 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 27, 2026
TRUST CO OF VERMONT History No change 893 216 0.01% 0.01% 823 0 0.0% Q2 2026 Aug 07, 2026
TCV Trust & Wealth Management, Inc. History No change 890 215 0.02% 0.02% 824 0 0.0% Q2 2026 Jul 24, 2026
BRIGHTON JONES LLC History No change 883 214 0.0% 0.0% 825 0 0.0% Q2 2026 Aug 11, 2026
Quad-Cities Investment Group, LLC History No change 886 214 0.08% 0.08% 826 0 0.0% Q2 2026 Jul 07, 2026
BESSEMER GROUP INC History No change 880 213 0.0% 0.0% 827 0 0.0% Q2 2026 Aug 12, 2026
Intrua Financial, LLC History No change 881 213 0.02% 0.02% 828 0 0.0% Q2 2026 Jul 24, 2026
Lynx Investment Advisory History No change 876 212 0.07% 0.07% 829 0 0.0% Q2 2026 Jul 27, 2026
Archer Investment Management, LLC History No change 873 211 0.07% 0.07% 830 0 0.0% Q2 2026 Jul 07, 2026
GFS Advisors, LLC History No change 21,640 210 0.02% 0.02% 831 0 0.0% Q2 2026 Aug 04, 2026
Berger Financial Group, Inc History No change 869 210 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 04, 2026
Selective Wealth Management, Inc. History No change 909 209 0.05% 0.05% 833 0 0.0% Q2 2026 Jul 20, 2026
Manchester Capital Management LLC History No change 860 208 0.03% 0.03% 834 0 0.0% Q2 2026 Aug 13, 2026
WEALTH EFFECTS LLC History No change 861 208 0.06% 0.06% 835 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 837 202 0.0% 0.0% 836 0 0.0% Q2 2026 Jul 27, 2026
Aldebaran Financial Inc. History No change 830 201 0.16% 0.16% 837 0 0.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History No change 830 201 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 14, 2026
Barnes Dennig Private Wealth Management LLC History No change 831 201 0.16% 0.16% 839 0 0.0% Q2 2026 Jul 15, 2026
McClarren Financial Advisors, Inc. History No change 827 200 0.1% 0.1% 840 0 0.0% Q2 2026 Jul 17, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 826 200 0.13% 0.13% 841 0 0.0% Q2 2026 Jul 28, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 809 196 0.09% 0.09% 842 0 0.0% Q2 2026 Aug 04, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 802 194 0.07% 0.07% 843 0 0.0% Q2 2026 Jul 22, 2026
SIGNATUREFD, LLC History No change 796 193 0.0% 0.0% 844 0 0.0% Q2 2026 Jul 23, 2026
Medallion Wealth Advisors, LLC History No change 778 190 0.06% 0.06% 845 0 0.0% Q2 2026 Aug 14, 2026
Global Trust Asset Management, LLC History No change 780 189 0.06% 0.06% 846 0 0.0% Q2 2026 Aug 03, 2026
SHP Wealth Management History No change 767 185 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 11, 2026
FAS Wealth Partners, Inc. History No change 731 177 0.01% 0.01% 848 0 0.0% Q2 2026 Jul 29, 2026
Acropolis Investment Management, LLC History No change 720 174 0.01% 0.01% 849 0 0.0% Q2 2026 Jul 16, 2026
Aviso Financial Inc. History No change 696 168 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 692 167 0.02% 0.02% 851 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 662 160 0.01% 0.01% 852 0 0.0% Q2 2026 Jul 28, 2026
Wagner Wealth Management, LLC History No change 659 159 0.03% 0.03% 853 0 0.0% Q2 2026 Jul 24, 2026
GROUP ONE TRADING LLC History No change 620 150 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 13, 2026
Financial Perspectives, Inc History No change 611 148 0.04% 0.04% 855 0 0.0% Q2 2026 Jul 24, 2026
Bulwark Capital Corp History No change 607 147 0.08% 0.08% 856 0 0.0% Q2 2026 Jul 06, 2026
Coastline Trust Co History No change 700 145 0.01% 0.01% 857 0 0.0% Q3 2026 Oct 01, 2026
McMillan Office, Inc. History No change 600 145 0.02% 0.02% 858 0 0.0% Q2 2026 Aug 13, 2026
Commonwealth Retirement Investments LLC History No change 587 142 0.04% 0.04% 859 0 0.0% Q2 2026 Aug 03, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 582 141 0.01% 0.01% 860 0 0.0% Q2 2026 Jul 27, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 580 140 0.06% 0.06% 861 0 0.0% Q2 2026 Aug 13, 2026
Swisher Financial Concepts, Inc. History No change 571 138 0.09% 0.09% 862 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 565 136 0.0% 0.0% 863 0 0.0% Q2 2026 Jul 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 560 135 0.03% 0.03% 864 0 0.0% Q2 2026 Sep 02, 2026
Central Pacific Bank - Trust Division History No change 656 135 0.01% 0.02% 865 0 0.0% Q3 2026 Oct 05, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 560 135 0.09% 0.09% 866 0 0.0% Q2 2026 Aug 11, 2026
Guardian Partners Inc. History No change 555 134 0.01% 0.01% 867 0 0.0% Q2 2026 Jul 29, 2026
UMB Bank, n.a. History No change 550 133 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 13, 2026
Mascoma Wealth Management LLC History No change 542 131 0.02% 0.02% 869 0 0.0% Q2 2026 Jul 24, 2026
Activest Wealth Management History No change 544 131 0.03% 0.03% 870 0 0.0% Q2 2026 Jul 16, 2026
Twin Tree Management, LP History No change 537 130 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 512 124 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 05, 2026
GODSEY & GIBB, INC History No change 510 123 0.01% 0.01% 873 0 0.0% Q2 2026 Jul 13, 2026
Parkside Financial Bank & Trust History No change 500 121 0.01% 0.01% 874 0 0.0% Q2 2026 Sep 04, 2026
VALLEY NATIONAL ADVISERS INC History No change 481 116 0.01% 0.01% 875 0 0.0% Q2 2026 Jul 29, 2026
Cassaday & Co Wealth Management LLC History No change 466 112 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 462 111 0.01% 0.01% 877 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 441 106 0.01% 0.01% 878 0 0.0% Q2 2026 Jul 10, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 440 106 0.01% 0.01% 879 0 0.0% Q2 2026 Jul 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 429 103 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 12, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 425 103 0.23% 0.23% 881 0 0.0% Q2 2026 Aug 13, 2026
Costello Asset Management, INC History No change 421 102 0.03% 0.03% 882 0 0.0% Q2 2026 Jul 28, 2026
Strategic Investment Solutions, Inc. /IL History No change 424 102 0.02% 0.02% 883 0 0.0% Q2 2026 Jul 08, 2026
Buck Wealth Strategies, LLC History No change 423 102 0.01% 0.01% 884 0 0.0% Q2 2026 Jul 30, 2026
Frazier Financial Advisors, LLC History No change 417 101 0.05% 0.05% 885 0 0.0% Q2 2026 Aug 10, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 412 99 0.04% 0.04% 886 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 397 96 0.0% 0.0% 887 0 0.0% Q2 2026 Aug 06, 2026
Clark Wealth Partners History No change 398 96 0.05% 0.05% 888 0 0.0% Q2 2026 Jul 28, 2026
Hughes Financial Services, LLC History No change 385 93 0.01% 0.01% 889 0 0.0% Q2 2026 Jul 20, 2026
FIRST HORIZON CORP History No change 377 91 0.0% 0.0% 890 0 0.0% Q2 2026 Jul 20, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 363 88 0.0% 0.0% 891 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 360 87 0.01% 0.01% 892 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Union Bankshares Corp History No change 355 86 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 11, 2026
Murphy & Mullick Capital Management Corp History No change 356 86 0.05% 0.05% 894 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 357 86 0.03% 0.03% 895 0 0.0% Q2 2026 Jul 15, 2026
Oakworth Capital, Inc. History No change 350 85 0.0% 0.0% 896 0 0.0% Q2 2026 Jul 22, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 326 79 0.0% 0.0% 897 0 0.0% Q2 2026 Aug 13, 2026
Bernard Wealth Management Corp. History No change 325 78 0.03% 0.03% 898 0 0.0% Q2 2026 Aug 21, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 315 77 0.0% 0.0% 899 0 0.0% Q2 2026 Jul 27, 2026
J.Safra Asset Management Corp History No change 303 73 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 300 72 0.01% 0.01% 901 0 0.0% Q2 2026 Jul 22, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 300 72 0.02% 0.02% 902 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Wealth Strategies, LLC History No change 285 69 0.04% 0.04% 903 0 0.0% Q2 2026 Jul 23, 2026
Redwood Park Advisors LLC History No change 277 67 0.04% 0.04% 904 0 0.0% Q2 2026 Aug 11, 2026
Markowski Investments History No change 280 67 0.01% 0.01% 905 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 275 66 0.01% 0.01% 906 0 0.0% Q2 2026 Jul 31, 2026
REYL & Cie S.A. History No change 300 65 0.07% 0.07% 907 0 0.0% Q2 2026 Oct 02, 2026
Cedar Mountain Advisors, LLC History No change 270 65 0.01% 0.01% 908 0 0.0% Q2 2026 Jul 02, 2026
Harbor Asset Planning, Inc. History No change 272 65 0.05% 0.05% 909 0 0.0% Q2 2026 Jul 22, 2026
ADIRONDACK TRUST CO History No change 266 64 0.02% 0.02% 910 0 0.0% Q2 2026 Jul 16, 2026
REAP Financial Group, LLC History No change 268 64 0.01% 0.01% 911 0 0.0% Q2 2026 Aug 04, 2026
Copia Wealth Management History No change 257 62 0.04% 0.04% 912 0 0.0% Q2 2026 Aug 17, 2026
DT Investment Partners, LLC History No change 255 61 0.0% 0.0% 913 0 0.0% Q2 2026 Jul 27, 2026
Cypress Capital Management LLC (WY) History No change 255 61 0.05% 0.05% 914 0 0.0% Q2 2026 Aug 06, 2026
WPG Advisers, LLC History No change 255 61 0.04% 0.04% 915 0 0.0% Q2 2026 Aug 05, 2026
Community Financial Services Group, LLC History No change 250 60 0.01% 0.01% 916 0 0.0% Q2 2026 Jul 09, 2026
Concord Wealth Partners History No change 248 60 0.01% 0.01% 917 0 0.0% Q2 2026 Jul 27, 2026
DHJJ Financial Advisors, Ltd. History No change 247 59 0.02% 0.02% 918 0 0.0% Q2 2026 Jul 24, 2026
Abound Wealth Management History No change 238 57 0.01% 0.01% 919 0 0.0% Q2 2026 Jul 10, 2026
HHM Wealth Advisors, LLC History No change 225 54 0.01% 0.01% 920 0 0.0% Q2 2026 Jul 13, 2026
ESL Trust Services, LLC History No change 224 54 0.01% 0.01% 921 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 226 54 0.02% 0.02% 922 0 0.0% Q2 2026 Aug 12, 2026
SouthState Bank Corp History No change 222 53 0.0% 0.0% 923 0 0.0% Q2 2026 Aug 06, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 220 53 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 10, 2026
Prestige Wealth Management Group LLC History No change 220 53 0.01% 0.01% 925 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 220 53 0.02% 0.02% 926 0 0.0% Q2 2026 Aug 14, 2026
1 NORTH WEALTH SERVICES LLC History No change 216 52 0.02% 0.02% 927 0 0.0% Q2 2026 Aug 03, 2026
Horizons Wealth Management History New 247 51 0.03% — 932 +247 New Q3 2026 Oct 05, 2026
LifeSteps Financial, Inc. History No change 211 51 0.02% 0.02% 928 0 0.0% Q2 2026 Jul 17, 2026
Lodestone Wealth Management LLC History No change 214 51 0.02% 0.02% 929 0 0.0% Q2 2026 Jul 23, 2026
Cherry Tree Wealth Management, LLC History No change 212 51 0.01% 0.01% 930 0 0.0% Q2 2026 Sep 15, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 211 51 0.01% 0.01% 931 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 200 48 0.01% 0.01% 933 0 0.0% Q2 2026 Jul 20, 2026
Basepoint Wealth LLC History No change 201 48 0.03% 0.03% 934 0 0.0% Q2 2026 Aug 10, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 195 47 0.02% 0.02% 935 0 0.0% Q2 2026 Jul 20, 2026
PFS Partners, LLC History No change 191 46 0.02% 0.02% 936 0 0.0% Q2 2026 Jul 20, 2026
Kiker Wealth Management, LLC History No change 192 46 0.02% 0.02% 937 0 0.0% Q2 2026 Jul 30, 2026
Rialto Wealth Management, LLC History No change 190 46 0.01% 0.01% 938 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 184 44 0.01% 0.01% 939 0 0.0% Q2 2026 Jul 31, 2026
Key Capital Management, INC History No change 180 43 0.02% 0.02% 940 0 0.0% Q2 2026 Jul 27, 2026
Bangor Savings Bank History No change 204 42 0.0% 0.0% 941 0 0.0% Q3 2026 Oct 06, 2026
Signature Resources Capital Management, LLC History No change 175 42 0.02% 0.02% 942 0 0.0% Q2 2026 Jul 13, 2026
Glass Jacobson Investment Advisors llc History No change 176 42 0.01% 0.01% 943 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Co / SC History No change 173 40 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 166 40 0.02% 0.02% 945 0 0.0% Q2 2026 Aug 13, 2026
Triumph Capital Management History No change 162 39 0.01% 0.01% 946 0 0.0% Q2 2026 Jul 20, 2026
WOLFF WIESE MAGANA LLC History No change 164 39 0.02% 0.02% 947 0 0.0% Q2 2026 Jul 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 160 38 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 11, 2026
Pflug Koory, LLC History No change 160 38 0.02% 0.02% 949 0 0.0% Q2 2026 Jul 21, 2026
Networth Advisors, LLC History No change 156 37 0.02% 0.02% 950 0 0.0% Q2 2026 Jul 22, 2026
BOKF, NA History No change 150 36 0.0% 0.0% 951 0 0.0% Q2 2026 Aug 10, 2026
SYM FINANCIAL Corp History No change 150 36 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 04, 2026
Glassman Wealth Services History No change 150 36 0.0% 0.0% 953 0 0.0% Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History No change 142 34 0.0% 0.0% 954 0 0.0% Q2 2026 Jul 17, 2026
SRH ADVISORS, LLC History No change 142 34 0.01% 0.01% 955 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 136 33 0.01% 0.01% 956 0 0.0% Q2 2026 Aug 07, 2026
WEBSTER BANK, N. A. History No change 135 32 0.0% 0.0% 957 0 0.0% Q2 2026 Jul 20, 2026
FINANCIAL CONSULATE, INC History No change 132 32 0.0% 0.0% 958 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Edge Private Wealth Management, LLC History No change 135 32 0.01% 0.01% 959 0 0.0% Q2 2026 Jul 23, 2026
Indiana Trust & Investment Management Co History No change 125 30 0.01% 0.01% 960 0 0.0% Q2 2026 Jul 22, 2026
TUCKER ASSET MANAGEMENT LLC History No change 125 30 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 27, 2026
Ankerstar Wealth, LLC History No change 125 30 0.03% 0.03% 962 0 0.0% Q2 2026 Aug 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 123 29 0.0% 0.0% 963 0 0.0% Q2 2026 Aug 05, 2026
Strategic Wealth Partners, Ltd. History No change 123 29 0.0% 0.0% 964 0 0.0% Q2 2026 Aug 12, 2026
Physician Wealth Advisors, Inc. History No change 120 29 0.0% 0.0% 965 0 0.0% Q2 2026 Jul 20, 2026
SWAN Capital LLC History No change 122 29 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 13, 2026
Fairscale Capital, LLC History No change 123 29 0.02% 0.02% 967 0 0.0% Q2 2026 Aug 07, 2026
Robinswood Financial LLC History No change 123 29 0.01% 0.01% 968 0 0.0% Q2 2026 Jul 14, 2026
MARINER INVESTMENT GROUP LLC History No change 10,000 26 0.01% 0.01% 969 0 0.0% Q2 2026 Jul 24, 2026
Continuum Advisory, LLC History No change 108 26 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 06, 2026
New Republic Capital, LLC History No change 111 26 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 31, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 100 24 0.0% 0.0% 972 0 0.0% Q2 2026 Aug 10, 2026
NBT BANK, N.A. History No change 100 24 0.0% 0.0% 973 0 0.0% Q2 2026 Jul 29, 2026
Financial Avengers, Inc. History No change 100 24 0.01% 0.01% 974 0 0.0% Q2 2026 Aug 18, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 100 24 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 14, 2026
Rakuten Securities, Inc. History No change 102 24 0.01% 0.01% 976 0 0.0% Q2 2026 Aug 11, 2026
Nvest Wealth Strategies, Inc. History No change 97 23 0.01% 0.01% 977 0 0.0% Q2 2026 Jul 10, 2026
PlanVest Financial, Inc History No change 98 23 0.02% 0.02% 978 0 0.0% Q2 2026 Aug 10, 2026
HM PAYSON & CO History No change 87 21 0.0% 0.0% 979 0 0.0% Q2 2026 Jul 17, 2026
MassMutual Private Wealth & Trust, FSB History No change 100 20 0.0% 0.0% 980 0 0.0% Q3 2026 Oct 05, 2026
Anchor Bay Capital, Inc. History No change 81 20 0.01% 0.01% 981 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 81 19 0.01% 0.01% 982 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 75 18 0.0% 0.0% 983 0 0.0% Q2 2026 Jul 21, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 75 18 0.01% 0.01% 984 0 0.0% Q2 2026 Aug 14, 2026
Financial Life Planners History No change 78 18 0.01% 0.01% 985 0 0.0% Q2 2026 Jul 21, 2026
Anchor Investment Management, LLC History No change 72 17 0.0% 0.0% 986 0 0.0% Q2 2026 Sep 15, 2026
Larson Financial Group LLC History No change 73 17 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 14, 2026
Game Plan Financial Advisors, LLC History No change 100 17 0.01% 0.01% 988 0 0.0% Q2 2026 Aug 07, 2026
Heritage Wealth Advisors History No change 62 15 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 59 14 0.0% 0.0% 990 0 0.0% Q2 2026 Jul 30, 2026
Bogart Wealth, LLC History No change 58 14 0.0% 0.0% 991 0 0.0% Q2 2026 Jul 24, 2026
First Command Advisory Services, Inc. History No change 59 14 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History No change 72 14 0.0% 0.0% 993 0 0.0% Q3 2026 Oct 05, 2026
PITTENGER & ANDERSON INC History No change 52 12 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 27, 2026
Hanson & Doremus Investment Management History No change 49 12 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 29, 2026
Plante Moran Financial Advisors, LLC History No change 50 12 0.0% 0.0% 996 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Advisors History No change 50 12 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 11, 2026
Trust Co History No change 50 12 0.0% 0.0% 998 0 0.0% Q2 2026 Jul 10, 2026
Princeton Global Asset Management LLC History No change 50 12 0.0% 0.0% 999 0 0.0% Q2 2026 Jul 16, 2026
Byrne Asset Management LLC History No change 60 12 0.01% 0.01% 1000 0 0.0% Q3 2026 Oct 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 50 12 0.0% 0.0% 1001 0 0.0% Q2 2026 Jul 24, 2026
Quest 10 Wealth Builders, Inc. History No change 52 12 0.01% 0.01% 1002 0 0.0% Q2 2026 Jul 24, 2026
CENTRAL TRUST Co History No change 48 11 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 31, 2026
DUNCKER STREETT & CO INC History No change 46 11 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 28, 2026
Moisand Fitzgerald Tamayo, LLC History No change 48 11 0.0% 0.0% 1005 0 0.0% Q2 2026 Jul 13, 2026
High Note Wealth, LLC History No change 45 10 0.0% 0.0% 1006 0 0.0% Q2 2026 Jul 23, 2026
NBH Bank History No change 42 10 0.0% 0.0% 1007 0 0.0% Q2 2026 Aug 14, 2026
Raleigh Capital Management Inc. History No change 38 9 0.0% 0.0% 1008 0 0.0% Q2 2026 Jul 21, 2026
Hilton Head Capital Partners, LLC History No change 40 9 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 27, 2026
St. Johns Investment Management Company, LLC History No change 35 8 0.0% 0.0% 1010 0 0.0% Q2 2026 Aug 03, 2026
Portfolio Resources Advisor Group, Inc. History No change 34 8 0.01% 0.01% 1011 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Investment Partners, Inc. History No change 31 7 0.0% 0.0% 1012 0 0.0% Q2 2026 Aug 13, 2026
Montgomery Financial Services LLC History No change 30 7 0.01% 0.01% 1013 0 0.0% Q2 2026 Aug 12, 2026
Highland Investment Advisors LLC History No change 33 7 0.0% 0.0% 1014 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 28 6 0.0% 0.0% 1015 0 0.0% Q2 2026 Jul 28, 2026
Cape Investment Advisory, Inc. History No change 27 6 0.0% 0.0% 1016 0 0.0% Q2 2026 Jul 23, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 24 5 0.0% 0.0% 1017 0 0.0% Q2 2026 Aug 10, 2026
Pacific Center for Financial Services History No change 21 5 0.0% 0.0% 1018 0 0.0% Q2 2026 Aug 05, 2026
Smallwood Wealth Investment Management, LLC History No change 22 5 0.0% 0.0% 1019 0 0.0% Q2 2026 Jul 23, 2026
Fortis Group Advisors, LLC History No change 19 4 0.0% 0.0% 1020 0 0.0% Q2 2026 Jul 24, 2026
Quent Capital, LLC History No change 19 4 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 18 4 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group, Inc. History No change 19 4 0.0% 0.0% 1023 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 15 3 0.0% 0.0% 1024 0 0.0% Q2 2026 Jul 16, 2026
Minot DeBlois Advisors LLC History No change 15 3 0.0% 0.0% 1025 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 16 3 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 04, 2026
Atomic Invest LLC History No change 15 3 0.0% 0.0% 1027 0 0.0% Q2 2026 Sep 25, 2026
CULLEN/FROST BANKERS, INC. History No change 9 2 0.0% 0.0% 1028 0 0.0% Q2 2026 Jul 27, 2026
MTM Investment Management, LLC History No change 10 2 0.0% 0.0% 1029 0 0.0% Q2 2026 Aug 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 10 2 0.0% 0.0% 1030 0 0.0% Q2 2026 Jul 21, 2026
American Capital Advisory, LLC History No change 10 2 0.0% 0.0% 1031 0 0.0% Q2 2026 Jul 28, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 12 2 0.0% 0.0% 1032 0 0.0% Q2 2026 Aug 13, 2026
Signature Equity Partners, LLC History No change 10 2 0.0% 0.0% 1033 0 0.0% Q2 2026 Jul 30, 2026
BLUELINE ADVISORS LLC History No change 24 2 0.0% 0.0% 1034 0 0.0% Q2 2026 Jul 27, 2026
Elevated Capital Advisors, LLC History No change 8 1 0.0% 0.0% 1035 0 0.0% Q2 2026 Aug 03, 2026
Sage Mountain Advisors LLC History No change 5 1 0.0% 0.0% 1036 0 0.0% Q2 2026 Aug 05, 2026
Morton Brown Family Wealth, LLC History No change 6 1 0.0% 0.0% 1037 0 0.0% Q2 2026 Jul 21, 2026
Wealth Enhancement Trust Services, Inc. History No change 6 1 0.0% 0.0% 1038 0 0.0% Q3 2026 Oct 07, 2026
Asempa Wealth Advisors History Closed out 0 0 — 0.19% — -1,045 -100.0% Q3 2026 Oct 07, 2026
EASTERN BANK History Closed out 0 0 — 0.0% — -102 -100.0% Q3 2026 Oct 05, 2026
BARRETT & COMPANY, INC. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
ATWOOD & PALMER INC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Orion Capital Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Beaird Harris Wealth Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Bullseye Investment Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Sep 11, 2026
Richard W. Paul & Associates, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Imprint Wealth LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Benson Wealth Management INC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026