iSHARES TRUST - IUSB

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
ENVESTNET ASSET MANAGEMENT INC History No change 180,011,754 8,307,536 1.96% 1.96% 1 0 0.0% Q2 2026 Sep 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 87,505,839 4,051,497 1.62% 1.62% 2 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 82,039,260 3,786,111 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 62,170,177 2,869,153 0.64% 0.64% 4 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 50,463,381 2,328,885 0.38% 0.38% 5 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 33,421,651 1,542,409 0.82% 0.82% 6 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 31,037,509 1,432,381 0.08% 0.08% 7 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 22,629,549 1,048,200 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 20,743,278 957,340 1.01% 1.01% 9 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 16,937,298 781,656 3.74% 3.74% 10 0 0.0% Q2 2026 Sep 23, 2026
Bank of New York Mellon Corp History No change 14,380,566 663,663 0.11% 0.11% 11 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 13,337,519 615,526 0.56% 0.56% 12 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 13,036,714 601,295 0.12% 0.12% 13 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 12,913,640 595,965 3.72% 3.72% 14 0 0.0% Q2 2026 Jul 20, 2026
MML INVESTORS SERVICES, LLC History No change 11,405,773 526,376 1.07% 1.07% 15 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 10,566,952 487,665 0.94% 0.94% 16 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 8,476,864 391,207 3.3% 3.3% 17 0 0.0% Q2 2026 Aug 06, 2026
SigFig Wealth Management, LLC History Added to 6,051,951 266,830 6.66% 6.76% 18 +548,448 9.97% Q3 2026 Oct 07, 2026
Wealthspire Advisors, LLC History No change 5,483,050 253,042 1.39% 1.39% 19 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 5,356,065 247,182 0.07% 0.07% 20 0 0.0% Q2 2026 Aug 14, 2026
Kestra Investment Management, LLC History No change 5,336,406 246,275 4.77% 4.77% 21 0 0.0% Q2 2026 Aug 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 5,132,935 236,824 1.3% 1.3% 22 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, Inc. History No change 5,120,362 236,304 7.77% 7.77% 23 0 0.0% Q2 2026 Aug 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 4,994,324 230,488 2.37% 2.37% 24 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 4,987,957 230,195 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 4,787,854 220,959 6.95% 6.95% 26 0 0.0% Q2 2026 Jul 30, 2026
BANK OF AMERICA CORP /DE/ History No change 4,586,006 211,644 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 4,110,503 189,699 0.57% 0.57% 28 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 3,879,099 179,020 0.15% 0.15% 29 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 3,842,612 177,336 3.77% 3.77% 30 0 0.0% Q2 2026 Aug 03, 2026
First Command Advisory Services, Inc. History No change 3,635,592 167,782 1.0% 1.0% 31 0 0.0% Q2 2026 Aug 10, 2026
JB Capital LLC History No change 3,518,337 162,371 5.62% 5.62% 32 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 3,302,104 152,425 0.18% 0.18% 33 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 3,207,478 148,025 0.19% 0.19% 34 0 0.0% Q2 2026 Jul 29, 2026
Sanctuary Advisors, LLC History No change 3,165,952 146,108 0.68% 0.68% 35 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 3,214,129 141,710 1.0% 0.93% 36 +619,273 23.87% Q3 2026 Oct 08, 2026
Mason & Associates, LLC History No change 2,945,948 135,955 28.29% 28.29% 37 0 0.0% Q2 2026 Jul 14, 2026
UBS Group AG History No change 2,801,996 129,312 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 2,430,055 112,256 0.19% 0.19% 39 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 2,397,900 110,663 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 2,309,950 106,604 0.13% 0.13% 41 0 0.0% Q2 2026 Jul 28, 2026
Symmetry Partners, LLC History No change 2,223,177 102,599 5.23% 5.23% 42 0 0.0% Q2 2026 Jul 23, 2026
ASSETMARK, INC History No change 2,161,917 99,772 0.17% 0.17% 43 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,054,185 94,801 0.22% 0.22% 44 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 2,025,050 93,456 0.4% 0.4% 45 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 1,980,257 91,388 0.15% 0.15% 46 0 0.0% Q2 2026 Aug 05, 2026
Compass Ion Advisors, LLC History No change 1,789,088 82,566 7.12% 7.12% 47 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 1,657,922 76,513 0.74% 0.74% 48 0 0.0% Q2 2026 Aug 05, 2026
SOFI WEALTH, LLC History No change 1,615,903 74,573 3.0% 3.0% 49 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 1,561,092 72,044 1.36% 1.36% 50 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 1,557,969 71,900 0.81% 0.81% 51 0 0.0% Q2 2026 Aug 10, 2026
Apella Capital, LLC History Added to 1,626,651 71,605 0.91% 0.89% 52 +244,077 17.65% Q3 2026 Oct 08, 2026
Global Strategic Investment Solutions, LLC History No change 1,498,899 69,174 6.13% 6.13% 53 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 1,475,152 68,078 0.45% 0.45% 54 0 0.0% Q2 2026 Sep 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,467,812 67,739 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 1,465,036 67,611 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
Affinity Capital Advisors, LLC History No change 1,435,965 66,054 8.16% 8.16% 57 0 0.0% Q2 2026 Jul 08, 2026
Icon Wealth Advisors, LLC History No change 1,428,625 65,931 3.97% 3.97% 58 0 0.0% Q2 2026 Aug 05, 2026
Atria Investments, Inc History No change 1,381,084 63,737 0.64% 0.64% 59 0 0.0% Q2 2026 Jul 28, 2026
SteelPeak Wealth, LLC History No change 1,376,841 63,541 1.64% 1.64% 60 0 0.0% Q2 2026 Jul 13, 2026
Kestra Advisory Services, LLC History No change 1,354,854 62,526 0.2% 0.2% 61 0 0.0% Q2 2026 Jul 28, 2026
Stone House Investment Management, LLC History No change 1,302,975 60,132 7.99% 7.99% 62 0 0.0% Q2 2026 Aug 05, 2026
UNIVEST FINANCIAL Corp History No change 1,278,847 59,018 2.9% 2.9% 63 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 1,214,242 56,037 0.06% 0.06% 64 0 0.0% Q2 2026 Aug 12, 2026
Sharkey, Howes & Javer History No change 1,199,567 55,360 6.68% 6.68% 65 0 0.0% Q2 2026 Jul 09, 2026
MGO ONE SEVEN LLC History No change 1,199,447 55,354 0.91% 0.91% 66 0 0.0% Q2 2026 Jul 31, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 1,177,018 54,314 5.49% 5.49% 67 0 0.0% Q2 2026 Sep 02, 2026
INTEGRITY ALLIANCE, LLC. History No change 1,161,836 53,618 1.68% 1.68% 68 0 0.0% Q2 2026 Jul 31, 2026
NorthRock Partners, LLC History No change 1,158,879 53,482 0.78% 0.78% 69 0 0.0% Q2 2026 Aug 11, 2026
REGIONS FINANCIAL CORP History No change 1,119,089 51,645 0.31% 0.31% 70 0 0.0% Q2 2026 Aug 10, 2026
Stash Investments, LLC History No change 1,108,163 51,141 16.48% 16.48% 71 0 0.0% Q2 2026 Jul 29, 2026
MCMORGAN & CO LLC History No change 1,099,343 50,734 7.64% 7.64% 72 0 0.0% Q2 2026 Aug 13, 2026
Advocacy Wealth Management, LLC History No change 1,088,957 50,255 1.83% 1.83% 73 0 0.0% Q2 2026 Jul 29, 2026
Destination Wealth Management History No change 1,069,818 49,372 1.15% 1.15% 74 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 1,107,132 48,813 1.36% 1.46% 75 -39,305 -3.43% Q3 2026 Oct 08, 2026
Johnson Bixby & Associates, LLC History No change 1,025,312 47,318 5.28% 5.28% 76 0 0.0% Q2 2026 Jul 16, 2026
CreativeOne Wealth, LLC History No change 1,008,288 46,532 1.0% 1.0% 77 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 1,005,912 46,404 0.19% 0.19% 78 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 1,001,508 46,219 2.31% 2.31% 79 0 0.0% Q2 2026 Jul 23, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 998,099 46,062 0.15% 0.15% 80 0 0.0% Q2 2026 Jul 28, 2026
JT Stratford LLC History No change 959,075 44,261 4.85% 4.85% 81 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 953,130 43,986 0.05% 0.05% 82 0 0.0% Q2 2026 Aug 14, 2026
Horst & Graben Wealth Management LLC History No change 940,182 43,186 5.68% 5.68% 83 0 0.0% Q2 2026 Jul 22, 2026
Orion Porfolio Solutions, LLC History No change 918,375 42,383 0.32% 0.32% 84 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 911,989 42,088 0.66% 0.66% 85 0 0.0% Q2 2026 Aug 07, 2026
Trek Financial, LLC History No change 906,801 41,848 2.08% 2.08% 86 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 890,765 41,108 0.48% 0.48% 87 0 0.0% Q2 2026 Jul 22, 2026
Global Retirement Partners, LLC History No change 879,400 40,584 0.62% 0.62% 88 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 868,483 40,080 1.21% 1.21% 89 0 0.0% Q2 2026 Jul 15, 2026
Arax Advisory Partners History No change 855,023 39,459 0.26% 0.26% 90 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 859,965 39,334 0.07% 0.07% 91 0 0.0% Q2 2026 Jul 15, 2026
WEALTH ALLIANCE, LLC History No change 833,658 38,473 3.22% 3.22% 92 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 831,929 38,393 0.46% 0.46% 93 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 826,609 38,148 0.38% 0.38% 94 0 0.0% Q2 2026 Jul 15, 2026
AE Wealth Management LLC History No change 820,107 37,847 0.18% 0.18% 95 0 0.0% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 795,259 36,701 0.05% 0.05% 96 0 0.0% Q2 2026 Aug 12, 2026
ONE Advisory Partners, LLC History No change 787,646 36,349 9.89% 9.89% 97 0 0.0% Q2 2026 Jul 21, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 820,424 36,172 10.17% 10.74% 98 +43,280 5.57% Q3 2026 Oct 07, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 783,510 36,158 5.91% 5.91% 99 0 0.0% Q2 2026 Jul 14, 2026
Summit Financial, LLC History No change 766,169 35,358 0.39% 0.39% 100 0 0.0% Q2 2026 Aug 12, 2026
Legacy Financial Group LLC History No change 761,427 35,139 3.96% 3.96% 101 0 0.0% Q2 2026 Aug 05, 2026
PRINCIPAL SECURITIES, INC. History No change 760,235 35,084 0.42% 0.42% 102 0 0.0% Q2 2026 Aug 04, 2026
PAX Financial Group, LLC History No change 735,092 33,924 5.04% 5.04% 103 0 0.0% Q2 2026 Aug 05, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 728,740 33,631 11.13% 11.13% 104 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 720,843 33,266 0.87% 0.87% 105 0 0.0% Q2 2026 Aug 04, 2026
Capital Analysts, LLC History No change 715,985 33,043 0.76% 0.76% 106 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 709,293 32,747 0.54% 0.54% 107 0 0.0% Q2 2026 Aug 13, 2026
Regal Investment Advisors LLC History No change 699,010 32,259 1.68% 1.68% 108 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 673,999 30,707 0.51% 0.51% 109 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 673,999 30,707 0.51% 0.51% 110 0 0.0% Q2 2026 Jul 29, 2026
Skyline Advisors, Inc. History No change 650,653 30,027 9.42% 9.42% 111 0 0.0% Q2 2026 Jul 20, 2026
Keystone Financial Services History No change 640,210 29,545 7.61% 7.61% 112 0 0.0% Q2 2026 Aug 05, 2026
One Wealth Advisors, LLC History No change 621,674 28,690 3.17% 3.17% 113 0 0.0% Q2 2026 Aug 06, 2026
Invst, LLC History No change 616,039 28,430 2.77% 2.77% 114 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 608,522 28,083 0.24% 0.24% 115 0 0.0% Q2 2026 Jul 27, 2026
Bay Harbor Wealth Management, LLC History No change 588,169 27,144 6.26% 6.26% 116 0 0.0% Q2 2026 Jul 28, 2026
Elevated Financial Group LLC History No change 563,378 25,999 7.13% 7.13% 117 0 0.0% Q2 2026 Jul 22, 2026
Blue Trust, Inc. History No change 557,737 25,739 0.27% 0.27% 118 0 0.0% Q2 2026 Jul 21, 2026
Corient Private Wealth LP History No change 552,717 25,507 0.04% 0.04% 119 0 0.0% Q2 2026 Aug 27, 2026
Frisch Financial Group, Inc. History No change 547,658 25,274 4.34% 4.34% 120 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 542,631 25,042 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 05, 2026
KWB Wealth History No change 533,978 24,643 2.11% 2.11% 122 0 0.0% Q2 2026 Jul 10, 2026
Apeiron RIA LLC History Added to 557,270 24,536 5.58% 3.44% 123 +266,919 91.93% Q3 2026 Oct 08, 2026
Merit Financial Group, LLC History No change 491,505 22,682 0.14% 0.14% 124 0 0.0% Q2 2026 Jul 20, 2026
Creative Planning History No change 491,465 22,681 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 13, 2026
CFS Investment Advisory Services, LLC History No change 480,540 22,085 1.47% 1.47% 126 0 0.0% Q2 2026 Jul 16, 2026
West Wealth Group, LLC History No change 468,155 21,605 3.53% 3.53% 127 0 0.0% Q2 2026 Aug 06, 2026
WCG Wealth Advisors LLC History No change 461,103 21,279 0.5% 0.5% 128 0 0.0% Q2 2026 Aug 14, 2026
Shared Vision Wealth Group LLC History No change 455,884 21,039 7.23% 7.23% 129 0 0.0% Q2 2026 Jul 31, 2026
GOLDMAN SACHS GROUP INC History No change 455,121 21,003 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Stokes Family Office, LLC History No change 437,700 20,199 2.36% 2.36% 131 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 437,334 20,182 0.08% 0.08% 132 0 0.0% Q2 2026 Aug 11, 2026
Sovran Advisors, LLC History No change 434,972 19,795 1.47% 1.47% 133 0 0.0% Q2 2026 Jul 29, 2026
Vestmark Advisory Solutions, Inc. History No change 427,592 19,733 0.19% 0.19% 134 0 0.0% Q2 2026 Aug 14, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 419,748 19,371 4.71% 4.71% 135 0 0.0% Q2 2026 Aug 14, 2026
BANK OF HAWAII History No change 419,035 19,338 0.95% 0.95% 136 0 0.0% Q2 2026 Aug 13, 2026
Hoxton Planning & Management, LLC History No change 418,886 19,331 5.04% 5.04% 137 0 0.0% Q2 2026 Jul 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 418,361 19,307 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 19, 2026
Simplicity Wealth,LLC History No change 400,169 18,467 0.62% 0.62% 139 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 400,059 18,462 0.36% 0.36% 140 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 396,222 18,285 0.25% 0.25% 141 0 0.0% Q2 2026 Aug 12, 2026
Claro Advisors Inc. History No change 392,139 18,097 1.9% 1.9% 142 0 0.0% Q2 2026 Jul 30, 2026
Summit Wealth Partners, LLC History No change 377,530 17,423 2.48% 2.48% 143 0 0.0% Q2 2026 Aug 03, 2026
5T Wealth, LLC History No change 372,482 17,189 6.4% 6.4% 144 0 0.0% Q2 2026 Jul 21, 2026
FINANCIAL LIFE ADVISORS History No change 369,768 17,064 4.85% 4.85% 145 0 0.0% Q2 2026 Jul 28, 2026
VALLEY NATIONAL ADVISERS INC History No change 362,856 16,745 1.86% 1.86% 146 0 0.0% Q2 2026 Jul 29, 2026
Gateway Wealth Partners, LLC History No change 357,713 16,508 0.99% 0.99% 147 0 0.0% Q2 2026 Aug 04, 2026
Forum Private Client Group LLC History No change 355,971 16,428 4.89% 4.89% 148 0 0.0% Q2 2026 Aug 12, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 354,689 16,368 1.42% 1.42% 149 0 0.0% Q2 2026 Jul 27, 2026
Firestone Capital Management History No change 354,450 16,357 3.05% 3.05% 150 0 0.0% Q2 2026 Jul 31, 2026
Kilter Group LLC History No change 350,137 16,158 5.85% 5.85% 151 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 342,830 15,835 1.98% 1.98% 152 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 342,279 15,796 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Worth Asset Management, LLC History New 355,511 15,674 4.57% — 154 +355,511 New Q3 2026 Oct 07, 2026
Cornerstone Planning Group LLC History No change 339,310 15,445 1.94% 1.94% 155 0 0.0% Q2 2026 Jul 29, 2026
VestGen Advisors, LLC History No change 333,795 15,404 0.45% 0.45% 156 0 0.0% Q2 2026 Aug 11, 2026
Elite Financial, Inc. History No change 329,601 15,211 6.14% 6.14% 157 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 327,135 15,097 0.02% 0.02% 158 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 324,785 14,988 1.99% 1.99% 159 0 0.0% Q2 2026 Aug 04, 2026
Advus Financial Partners, LLC History No change 321,928 14,856 4.23% 4.23% 160 0 0.0% Q2 2026 Oct 02, 2026
Mayflower Financial Advisors, LLC History No change 317,974 14,674 1.27% 1.27% 161 0 0.0% Q2 2026 Jul 09, 2026
EWA, LLC History No change 317,507 14,652 2.67% 2.67% 162 0 0.0% Q2 2026 Jul 14, 2026
D.A. DAVIDSON & CO. History No change 313,806 14,482 0.08% 0.08% 163 0 0.0% Q2 2026 Jul 24, 2026
CITIGROUP INC History No change 311,852 14,391 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 03, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 310,337 14,322 3.24% 3.24% 165 0 0.0% Q2 2026 Aug 13, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 306,523 14,146 5.12% 5.12% 166 0 0.0% Q2 2026 Aug 07, 2026
Csenge Advisory Group History No change 303,018 13,984 0.57% 0.57% 167 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 303,001 13,983 0.16% 0.16% 168 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 302,827 13,975 0.17% 0.17% 169 0 0.0% Q2 2026 Jul 22, 2026
SWP FINANCIAL LLC History No change 298,965 13,797 6.38% 6.38% 170 0 0.0% Q2 2026 Jul 24, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 294,799 13,604 3.83% 3.83% 171 0 0.0% Q2 2026 Jul 24, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 286,916 13,241 1.57% 1.57% 172 0 0.0% Q2 2026 Aug 05, 2026
Focus Financial Network, Inc. History No change 284,602 13,134 0.41% 0.41% 173 0 0.0% Q2 2026 Jul 09, 2026
WealthShield Partners, LLC History No change 279,846 12,914 1.98% 1.98% 174 0 0.0% Q2 2026 Aug 12, 2026
Security Financial Services, INC. History No change 276,857 12,776 1.77% 1.77% 175 0 0.0% Q2 2026 Jul 15, 2026
Tanager Wealth Management LLP History No change 272,363 12,569 1.09% 1.09% 176 0 0.0% Q2 2026 Jul 23, 2026
Vertex Planning Partners, LLC History No change 262,029 12,092 1.8% 1.8% 177 0 0.0% Q2 2026 Aug 14, 2026
Galvin, Gaustad & Stein, LLC History Added to 270,678 11,934 0.9% 0.9% 178 +7,089 2.69% Q3 2026 Oct 08, 2026
Armor Investment Advisors, LLC History No change 256,207 11,823 3.79% 3.79% 179 0 0.0% Q2 2026 Aug 04, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 254,454 11,753 6.69% 6.69% 180 0 0.0% Q2 2026 Aug 19, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 253,902 11,717 6.72% 6.72% 181 0 0.0% Q2 2026 Jul 15, 2026
Atlatl Advisers LLC History No change 248,945 11,488 2.73% 2.73% 182 0 0.0% Q2 2026 Jul 22, 2026
Balefire, LLC History Added to 256,862 11,325 1.78% 0.91% 183 +136,555 113.51% Q3 2026 Oct 09, 2026
Betterment LLC History No change 244,719 11,294 0.02% 0.02% 184 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 242,729 11,201 1.15% 1.15% 185 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 241,668 11,152 0.21% 0.21% 186 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Partners, LLC History No change 239,969 11,074 2.49% 2.49% 187 0 0.0% Q2 2026 Jul 22, 2026
TSA Wealth Managment LLC History No change 239,010 11,030 3.12% 3.12% 188 0 0.0% Q2 2026 Aug 03, 2026
Rothschild Wealth LLC History No change 234,225 10,809 0.86% 0.86% 189 0 0.0% Q2 2026 Aug 11, 2026
PFG Advisors History No change 233,566 10,779 0.54% 0.54% 190 0 0.0% Q2 2026 Jul 16, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 230,945 10,658 2.78% 2.78% 191 0 0.0% Q2 2026 Jul 13, 2026
Bensler, LLC History No change 230,170 10,622 0.94% 0.94% 192 0 0.0% Q2 2026 Jul 23, 2026
Leslie Global Wealth, LLC History No change 224,529 10,362 4.04% 4.04% 193 0 0.0% Q2 2026 Jul 21, 2026
RETIREMENT CAPITAL STRATEGIES History No change 219,869 10,146 3.52% 3.52% 194 0 0.0% Q2 2026 Aug 13, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 213,089 9,834 2.1% 2.1% 195 0 0.0% Q2 2026 Jul 16, 2026
Cypress Wealth Services, LLC History No change 212,533 9,808 1.2% 1.2% 196 0 0.0% Q2 2026 Jul 10, 2026
Polaris Investment Advisors, LLC History No change 212,398 9,802 6.28% 6.28% 197 0 0.0% Q2 2026 Jul 09, 2026
Ashton Thomas Private Wealth, LLC History No change 209,211 9,655 0.2% 0.2% 198 0 0.0% Q2 2026 Jul 29, 2026
KICKSTAND VENTURES, LLC. History No change 209,082 9,649 1.75% 1.75% 199 0 0.0% Q2 2026 Jul 30, 2026
Arkadios Wealth Advisors History No change 209,045 9,647 0.15% 0.15% 200 0 0.0% Q2 2026 Aug 10, 2026
Triangle Securities Wealth Management History No change 207,159 9,560 1.9% 1.9% 201 0 0.0% Q2 2026 Jul 14, 2026
Orgel Wealth Management, LLC History No change 197,945 9,135 0.17% 0.17% 202 0 0.0% Q2 2026 Jul 13, 2026
New Capital Management LP History No change 196,719 9,078 2.07% 2.07% 203 0 0.0% Q2 2026 Jul 14, 2026
Barnes Wealth Management Group, Inc History No change 194,573 8,979 4.15% 4.15% 204 0 0.0% Q2 2026 Jul 24, 2026
Chatterton & Associates Inc. History No change 195,195 8,936 5.26% 5.26% 205 0 0.0% Q2 2026 Jul 14, 2026
Integrity Advisory Solutions, LLC History No change 193,520 8,930 0.92% 0.92% 206 0 0.0% Q2 2026 Jul 31, 2026
Pinion Investment Advisors, LLC History No change 191,311 8,829 1.68% 1.68% 207 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 188,838 8,714 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 07, 2026
Davis Wealth Advisors, LLC History No change 182,131 8,405 6.5% 6.5% 209 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 179,345 8,276 0.15% 0.15% 210 0 0.0% Q2 2026 Jul 15, 2026
Trivium Point Advisory, LLC History No change 176,585 8,149 0.74% 0.74% 211 0 0.0% Q2 2026 Aug 06, 2026
LifePlan Investment Advisors, Inc. History No change 175,803 8,113 2.79% 2.79% 212 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 174,307 8,044 0.04% 0.04% 213 0 0.0% Q2 2026 Aug 13, 2026
J.M. Arbour, LLC History No change 173,800 8,020 6.91% 6.91% 214 0 0.0% Q2 2026 Aug 14, 2026
BCU Wealth Advisors, LLC History No change 172,845 7,976 2.65% 2.65% 215 0 0.0% Q2 2026 Jul 14, 2026
Portfolio Resources Advisor Group, Inc. History No change 172,509 7,961 6.73% 6.73% 216 0 0.0% Q2 2026 Jul 29, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 171,994 7,937 0.12% 0.12% 217 0 0.0% Q2 2026 Aug 03, 2026
VERUS CAPITAL PARTNERS, LLC History No change 168,241 7,764 0.42% 0.42% 218 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History No change 167,394 7,753 0.42% 0.42% 219 0 0.0% Q2 2026 Jul 14, 2026
Royal Fund Management, LLC History No change 166,737 7,694 0.64% 0.64% 220 0 0.0% Q2 2026 Jul 20, 2026
Tradition Wealth Management, LLC History No change 163,704 7,554 0.46% 0.46% 221 0 0.0% Q2 2026 Aug 11, 2026
Snowden Capital Advisors LLC History No change 161,033 7,431 0.18% 0.18% 222 0 0.0% Q2 2026 Aug 13, 2026
J.E. Simmons & Co., P.C. History No change 160,869 7,424 4.18% 4.18% 223 0 0.0% Q2 2026 Jul 15, 2026
THEORY FINANCIAL LLC History No change 159,643 7,367 2.32% 2.32% 224 0 0.0% Q2 2026 Jul 31, 2026
Yukon Wealth Management, Inc. History No change 158,368 7,308 2.09% 2.09% 225 0 0.0% Q2 2026 Aug 14, 2026
Diversified Portfolios, Inc. History No change 155,148 7,160 0.52% 0.52% 226 0 0.0% Q2 2026 Aug 04, 2026
Redwood Investment Management, LLC History No change 154,696 7,139 0.71% 0.71% 227 0 0.0% Q2 2026 Aug 14, 2026
Randall & Associates Wealth Management History No change 154,526 7,131 4.41% 4.41% 228 0 0.0% Q2 2026 Jul 27, 2026
Centurion Wealth Management LLC History No change 154,257 7,118 1.7% 1.7% 229 0 0.0% Q2 2026 Jul 09, 2026
NATIXIS ADVISORS, LLC History No change 153,144 7,067 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 152,335 7,030 0.13% 0.13% 231 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 150,425 6,942 0.68% 0.68% 232 0 0.0% Q2 2026 Aug 11, 2026
SWMG, LLC History No change 151,734 6,932 1.63% 1.63% 233 0 0.0% Q2 2026 Jul 15, 2026
Alliance Private Wealth, LLC History No change 149,110 6,881 2.39% 2.39% 234 0 0.0% Q2 2026 Jul 09, 2026
Xena Financial Planning, LLC History No change 147,870 6,824 6.55% 6.55% 235 0 0.0% Q2 2026 Jul 21, 2026
Maridea Wealth Management LLC History No change 145,235 6,702 0.73% 0.73% 236 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History Added to 147,578 6,506 0.19% 0.16% 237 +29,841 25.35% Q3 2026 Oct 08, 2026
Capital Investment Management, Inc. History No change 139,876 6,455 1.98% 1.98% 238 0 0.0% Q2 2026 Jul 15, 2026
Patriot Financial Group Insurance Agency, LLC History No change 139,732 6,448 0.66% 0.66% 239 0 0.0% Q2 2026 Jul 16, 2026
FFG RETIREMENT ADVISORS LLC History No change 138,732 6,402 3.39% 3.39% 240 0 0.0% Q2 2026 Jul 09, 2026
Private Advisor Group, LLC History No change 138,718 6,401 0.03% 0.03% 241 0 0.0% Q2 2026 Jul 27, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 135,297 6,243 1.47% 1.47% 242 0 0.0% Q2 2026 Jul 16, 2026
SAX WEALTH ADVISORS, LLC History No change 134,724 6,222 0.25% 0.25% 243 0 0.0% Q2 2026 Jul 09, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 135,156 6,164 3.17% 3.17% 244 0 0.0% Q2 2026 Aug 11, 2026
EIGHT 31 FINANCIAL, LLC History No change 132,158 6,099 3.63% 3.63% 245 0 0.0% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 130,378 6,016 0.79% 0.79% 246 0 0.0% Q2 2026 Jul 27, 2026
First Heartland Consultants, Inc. History Added to 136,140 6,002 0.4% 0.33% 247 +25,807 23.39% Q3 2026 Oct 08, 2026
Daviman Financial, LLC History No change 129,818 5,991 3.31% 3.31% 248 0 0.0% Q2 2026 Jul 24, 2026
Park Place Capital Corp History No change 129,528 5,977 0.95% 0.95% 249 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 128,757 5,942 0.3% 0.3% 250 0 0.0% Q2 2026 Jul 10, 2026
Two West Capital Advisors LLC History No change 127,755 5,835 2.9% 2.9% 251 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 122,933 5,673 0.46% 0.46% 252 0 0.0% Q2 2026 Aug 06, 2026
Able Wealth Management LLC History No change 120,297 5,551 1.27% 1.27% 253 0 0.0% Q2 2026 Jul 29, 2026
Equity Wealth Partners, LLC History No change 119,930 5,534 1.99% 1.99% 254 0 0.0% Q2 2026 Jul 27, 2026
RFG Advisory, LLC History No change 119,805 5,528 0.09% 0.09% 255 0 0.0% Q2 2026 Jul 15, 2026
Clear Creek Financial Management, LLC History No change 119,621 5,520 0.35% 0.35% 256 0 0.0% Q2 2026 Jul 27, 2026
Retirement Wealth Solutions LLC History Added to 122,211 5,388 2.85% 2.52% 257 +23,263 23.51% Q3 2026 Oct 07, 2026
Equitable Holdings, Inc. History No change 113,486 5,237 0.03% 0.03% 258 0 0.0% Q2 2026 Aug 17, 2026
Ignite Planners, LLC History No change 112,592 5,209 0.71% 0.71% 259 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 112,010 5,169 0.09% 0.09% 260 0 0.0% Q2 2026 Jul 20, 2026
Cassilly Financial Group LLC History Added to 113,563 5,006 3.36% 3.17% 261 +19,022 20.12% Q3 2026 Oct 07, 2026
M1 Capital Management LLC History No change 108,135 4,990 1.84% 1.84% 262 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 107,677 4,969 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 14, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 107,688 4,969 0.78% 0.78% 264 0 0.0% Q2 2026 Jul 23, 2026
WealthPLAN Partners, LLC History No change 106,293 4,905 0.94% 0.94% 265 0 0.0% Q2 2026 Jul 28, 2026
Heck Capital Advisors, LLC History No change 105,140 4,852 0.29% 0.29% 266 0 0.0% Q2 2026 Jul 10, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 104,161 4,807 1.2% 1.2% 267 0 0.0% Q2 2026 Jul 24, 2026
FORTE ASSET MANAGEMENT LLC History No change 103,695 4,785 1.96% 1.96% 268 0 0.0% Q2 2026 Jul 21, 2026
Beacon Capital Management, LLC History No change 101,980 4,706 0.69% 0.69% 269 0 0.0% Q2 2026 Jul 29, 2026
Invesco Ltd. History No change 101,241 4,672 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
WealthPoint Financial, LLC History No change 100,866 4,654 3.39% 3.39% 271 0 0.0% Q2 2026 Aug 06, 2026
Balance Wealth Partners LLC History No change 100,699 4,647 1.24% 1.24% 272 0 0.0% Q2 2026 Jul 21, 2026
Gallagher Fiduciary Advisors, LLC History No change 100,158 4,622 0.15% 0.15% 273 0 0.0% Q2 2026 Aug 14, 2026
B.O.S.S. Retirement Advisors, LLC History No change 97,986 4,522 1.22% 1.22% 274 0 0.0% Q2 2026 Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 97,818 4,514 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
Saxony Capital Management, LLC History No change 95,847 4,423 2.03% 2.03% 276 0 0.0% Q2 2026 Jul 15, 2026
White Lighthouse Investment Management Inc. History No change 94,329 4,353 0.54% 0.54% 277 0 0.0% Q2 2026 Aug 04, 2026
BOS Asset Management, LLC History Reduced 98,552 4,345 1.02% 1.06% 278 -494 -0.5% Q3 2026 Oct 09, 2026
Venturi Wealth Management, LLC History No change 93,936 4,335 0.17% 0.17% 279 0 0.0% Q2 2026 Jul 20, 2026
Richard W. Paul & Associates, LLC History No change 91,544 4,224 1.29% 1.29% 280 0 0.0% Q2 2026 Aug 10, 2026
Financial Engines Advisors L.L.C. History No change 91,420 4,219 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 14, 2026
STRATEGY ASSET MANAGERS LLC History No change 89,258 4,119 0.62% 0.62% 282 0 0.0% Q2 2026 Aug 14, 2026
Hopwood Nicholas Hunter History No change 88,956 4,105 1.13% 1.13% 283 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 88,935 4,104 0.3% 0.3% 284 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 87,500 4,038 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 13, 2026
XY Planning Network, Inc. History No change 87,081 4,018 0.5% 0.5% 286 0 0.0% Q2 2026 Jul 14, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 87,012 4,015 3.4% 3.4% 287 0 0.0% Q2 2026 Aug 03, 2026
TMB Capital Partners, LLC History No change 85,530 3,947 1.23% 1.23% 288 0 0.0% Q2 2026 Jul 24, 2026
IFG Advisory, LLC History No change 85,435 3,942 0.14% 0.14% 289 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 85,349 3,939 0.06% 0.06% 290 0 0.0% Q2 2026 Jul 15, 2026
Gen-Wealth Partners Inc History No change 85,221 3,932 1.09% 1.09% 291 0 0.0% Q2 2026 Aug 10, 2026
ASL Financial, LLC History No change 83,853 3,869 2.73% 2.73% 292 0 0.0% Q2 2026 Jul 21, 2026
Tempus Wealth Planning, LLC History No change 83,511 3,854 0.75% 0.75% 293 0 0.0% Q2 2026 Jul 22, 2026
Pines Wealth Management, LLC History No change 83,493 3,853 1.11% 1.11% 294 0 0.0% Q2 2026 Jul 22, 2026
Aspire Private Capital, LLC History No change 83,349 3,846 0.8% 0.8% 295 0 0.0% Q2 2026 Jul 15, 2026
Renasant Bank History No change 83,135 3,836 2.46% 2.46% 296 0 0.0% Q2 2026 Aug 11, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 82,368 3,801 1.59% 1.59% 297 0 0.0% Q2 2026 Jul 15, 2026
Talisman Wealth Advisors LLC History No change 81,828 3,776 2.81% 2.81% 298 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 80,565 3,718 0.02% 0.02% 299 0 0.0% Q2 2026 Aug 14, 2026
Montecito Bank & Trust History Added to 84,275 3,715 0.56% 0.57% 300 +2,278 2.78% Q3 2026 Oct 01, 2026
GENESIS PRIVATE WEALTH, LLC History No change 79,884 3,686 1.04% 1.04% 301 0 0.0% Q2 2026 Jul 13, 2026
R. W. Roge & Company, Inc. History No change 79,421 3,665 1.53% 1.53% 302 0 0.0% Q2 2026 Jul 31, 2026
Worth Financial Advisory Group, LLC History No change 79,433 3,665 1.53% 1.53% 303 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Advisor Solutions, LLC History No change 79,105 3,650 0.03% 0.03% 304 0 0.0% Q2 2026 Aug 06, 2026
Secure Asset Management, LLC History No change 77,580 3,580 0.5% 0.5% 305 0 0.0% Q2 2026 Jul 15, 2026
Transamerica Financial Advisors, LLC History No change 77,338 3,569 0.3% 0.3% 306 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 76,409 3,526 0.06% 0.06% 307 0 0.0% Q2 2026 Jul 14, 2026
J.W. COLE ADVISORS, INC. History No change 76,158 3,514 0.06% 0.06% 308 0 0.0% Q2 2026 Jul 21, 2026
Western Wealth Management, LLC History No change 75,887 3,502 0.11% 0.11% 309 0 0.0% Q2 2026 Aug 14, 2026
REGIMEN WEALTH, LLC History No change 75,655 3,496 0.94% 0.94% 310 0 0.0% Q2 2026 Aug 05, 2026
Sunesis Advisors, LLC History No change 75,655 3,491 1.44% 1.44% 311 0 0.0% Q2 2026 Jul 10, 2026
Range Financial Group LLC History No change 74,642 3,444 0.94% 0.94% 312 0 0.0% Q2 2026 Jul 15, 2026
Arete Wealth Advisors, LLC History No change 74,112 3,420 0.23% 0.23% 313 0 0.0% Q2 2026 Aug 12, 2026
Align Financial, LLC History No change 73,175 3,377 1.68% 1.68% 314 0 0.0% Q2 2026 Jul 27, 2026
Merited Wealth, LLC History No change 72,653 3,352 2.37% 2.37% 315 0 0.0% Q2 2026 Aug 14, 2026
Life Planning Partners, Inc History No change 71,639 3,306 2.46% 2.46% 316 0 0.0% Q2 2026 Jul 21, 2026
Signal Advisors Wealth, LLC History No change 71,539 3,301 0.17% 0.17% 317 0 0.0% Q2 2026 Aug 04, 2026
OpenArc Corporate Advisory, LLC History No change 71,377 3,294 0.04% 0.04% 318 0 0.0% Q2 2026 Aug 05, 2026
FC Advisory LLC History Added to 74,677 3,292 0.86% 0.8% 319 +8,888 13.51% Q3 2026 Oct 05, 2026
Sovereign Financial Group, Inc. History No change 70,913 3,272 0.5% 0.5% 320 0 0.0% Q2 2026 Jul 24, 2026
HighPoint Advisor Group LLC History No change 68,948 3,181 0.11% 0.11% 321 0 0.0% Q2 2026 Aug 05, 2026
Sheridan Capital Management, LLC History No change 68,945 3,181 1.53% 1.53% 322 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 68,789 3,174 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 67,480 3,114 0.63% 0.63% 324 0 0.0% Q2 2026 Jul 17, 2026
CAPTRUST FINANCIAL ADVISORS History No change 67,296 3,105 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 66,930 3,088 0.09% 0.09% 326 0 0.0% Q2 2026 Aug 11, 2026
SageGuard Financial Group, LLC History No change 66,577 3,072 0.43% 0.43% 327 0 0.0% Q2 2026 Jul 27, 2026
Seneca Financial Advisors LLC History No change 66,428 3,065 0.8% 0.8% 328 0 0.0% Q2 2026 Jul 27, 2026
Geneos Wealth Management Inc. History No change 65,463 3,021 0.06% 0.06% 329 0 0.0% Q2 2026 Aug 06, 2026
Sculati Wealth Management, LLC History No change 65,368 2,993 1.0% 1.0% 330 0 0.0% Q2 2026 Jul 21, 2026
Investment Advisory Group, LLC History No change 64,863 2,993 0.65% 0.65% 331 0 0.0% Q2 2026 Aug 06, 2026
MONEYWISE, INC. History No change 64,798 2,990 1.12% 1.12% 332 0 0.0% Q2 2026 Jul 21, 2026
DAVENPORT & Co LLC History No change 64,173 2,961 0.01% 0.01% 333 0 0.0% Q2 2026 Jul 13, 2026
Argent Trust Co History No change 63,496 2,930 0.08% 0.08% 334 0 0.0% Q2 2026 Aug 06, 2026
Advisory Solutions Group, LLC History No change 63,276 2,920 0.99% 0.99% 335 0 0.0% Q2 2026 Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 62,964 2,905 0.03% 0.03% 336 0 0.0% Q2 2026 Jul 28, 2026
Apollon Financial, LLC History No change 62,631 2,890 0.34% 0.34% 337 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD SECURITIES, INC. History No change 62,065 2,864 0.16% 0.16% 338 0 0.0% Q2 2026 Jul 15, 2026
W ADVISORS, LLC History No change 62,058 2,863 1.3% 1.3% 339 0 0.0% Q2 2026 Jul 31, 2026
Professional Financial Advisors, LLC History No change 61,667 2,845 0.49% 0.49% 340 0 0.0% Q2 2026 Jul 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 61,587 2,842 0.19% 0.19% 341 0 0.0% Q2 2026 Aug 04, 2026
KFA Private Wealth Group, LLC History Reduced 64,371 2,838 0.67% 0.74% 342 -1,887 -2.85% Q3 2026 Oct 07, 2026
Kroeger Financial Partners History No change 61,361 2,831 2.74% 2.74% 343 0 0.0% Q2 2026 Jul 27, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 60,998 2,814 1.0% 1.0% 344 0 0.0% Q2 2026 Aug 11, 2026
RDA Financial Network History No change 60,553 2,794 0.61% 0.61% 345 0 0.0% Q2 2026 Jul 06, 2026
Forefront Wealth Partners, LLC History No change 60,374 2,786 0.86% 0.86% 346 0 0.0% Q2 2026 Aug 20, 2026
Ausdal Financial Partners, Inc. History No change 60,133 2,775 0.11% 0.11% 347 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History Reduced 62,692 2,767 0.12% 0.14% 348 -6,900 -9.91% Q3 2026 Oct 09, 2026
Hobbs Wealth Management, LLC History No change 59,903 2,764 2.34% 2.34% 349 0 0.0% Q2 2026 Aug 06, 2026
Maia Wealth LLC History No change 58,794 2,713 0.4% 0.4% 350 0 0.0% Q2 2026 Jul 28, 2026
M Holdings Securities, Inc. History No change 58,217 2,693 0.37% 0.37% 351 0 0.0% Q2 2026 Aug 11, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 57,342 2,646 0.35% 0.35% 352 0 0.0% Q2 2026 Aug 11, 2026
Capital Square, LLC History No change 57,772 2,642 1.16% 1.16% 353 0 0.0% Q2 2026 Aug 12, 2026
Vision Retirement, LLC History No change 57,214 2,640 0.64% 0.64% 354 0 0.0% Q2 2026 Jul 21, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 56,990 2,630 0.85% 0.85% 355 0 0.0% Q2 2026 Jul 15, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 56,291 2,597 0.13% 0.13% 356 0 0.0% Q2 2026 Jul 20, 2026
Resurgent Financial Advisors LLC History No change 55,822 2,576 0.72% 0.72% 357 0 0.0% Q2 2026 Aug 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 55,389 2,556 0.15% 0.15% 358 0 0.0% Q2 2026 Jul 15, 2026
Sigma Planning Corp History No change 55,332 2,553 0.06% 0.06% 359 0 0.0% Q2 2026 Aug 07, 2026
BLALOCK WILLIAMS, LLC History No change 55,066 2,541 1.65% 1.65% 360 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 54,652 2,522 0.2% 0.2% 361 0 0.0% Q2 2026 Jul 28, 2026
Americana Partners, LLC History No change 54,362 2,508 0.06% 0.06% 362 0 0.0% Q2 2026 Aug 05, 2026
EFG International AG History No change 54,337 2,507 0.05% 0.05% 363 0 0.0% Q2 2026 Aug 14, 2026
Merkkuri Wealth Advisors LLC History No change 54,166 2,499 1.55% 1.55% 364 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 54,060 2,494 0.67% 0.67% 365 0 0.0% Q2 2026 Jul 23, 2026
Smartleaf Asset Management LLC History No change 53,653 2,485 0.08% 0.08% 366 0 0.0% Q2 2026 Aug 12, 2026
Wealthstar Advisors, LLC History No change 53,125 2,451 0.71% 0.71% 367 0 0.0% Q2 2026 Jul 30, 2026
CENTAURUS FINANCIAL, INC. History No change 53,056 2,449 0.09% 0.09% 368 0 0.0% Q2 2026 Aug 17, 2026
Capital Investment Advisory Services, LLC History No change 52,748 2,434 0.15% 0.15% 369 0 0.0% Q2 2026 Jul 23, 2026
Columbus Macro, LLC History No change 52,294 2,413 0.23% 0.23% 370 0 0.0% Q2 2026 Jul 22, 2026
VISIONARY HORIZONS, LLC History No change 51,685 2,385 1.0% 1.0% 371 0 0.0% Q2 2026 Jul 16, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 51,169 2,361 0.11% 0.11% 372 0 0.0% Q2 2026 Jul 23, 2026
Mosley Wealth Management History No change 51,039 2,355 0.75% 0.75% 373 0 0.0% Q2 2026 Jul 23, 2026
Central Pacific Bank - Trust Division History Added to 52,166 2,299 0.24% 0.24% 374 +668 1.3% Q3 2026 Oct 05, 2026
SUTTON PLACE INVESTORS LLC History No change 49,293 2,274 1.1% 1.1% 375 0 0.0% Q2 2026 Aug 06, 2026
Blue Capital, Inc. History No change 49,029 2,262 1.44% 1.44% 376 0 0.0% Q2 2026 Aug 11, 2026
Fiscal Wisdom Wealth Management, LLC History No change 47,728 2,202 1.87% 1.87% 377 0 0.0% Q2 2026 Jul 21, 2026
WealthTrak Capital Management LLC History No change 47,643 2,198 1.45% 1.45% 378 0 0.0% Q2 2026 Aug 04, 2026
BridgePort Financial Solutions, LLC History No change 47,384 2,186 0.56% 0.56% 379 0 0.0% Q2 2026 Jul 24, 2026
WORLD EQUITY GROUP, INC. History No change 47,087 2,173 0.49% 0.49% 380 0 0.0% Q2 2026 Jul 09, 2026
Madson Wealth Advisors Inc History No change 47,003 2,169 1.47% 1.47% 381 0 0.0% Q2 2026 Jul 21, 2026
Beacon Financial Advisory LLC History No change 46,020 2,123 0.42% 0.42% 382 0 0.0% Q2 2026 Aug 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 45,986 2,122 0.08% 0.08% 383 0 0.0% Q2 2026 Jul 21, 2026
Legacy Edge Advisors, LLC History No change 45,923 2,119 0.19% 0.19% 384 0 0.0% Q2 2026 Aug 11, 2026
Golden State Wealth Management, LLC History No change 45,309 2,091 0.19% 0.19% 385 0 0.0% Q2 2026 Jul 22, 2026
Triad Wealth Partners, LLC History No change 45,878 2,081 0.12% 0.12% 386 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 44,957 2,069 0.1% 0.1% 387 0 0.0% Q2 2026 Jul 28, 2026
Ascentis Wealth Management, LLC History No change 44,765 2,065 0.31% 0.31% 388 0 0.0% Q2 2026 Jul 30, 2026
Hamrick Investment Counsel, llc History No change 44,000 2,030 1.35% 1.35% 389 0 0.0% Q2 2026 Aug 13, 2026
LongView Wealth Management History No change 43,961 2,028 0.52% 0.52% 390 0 0.0% Q2 2026 Jul 17, 2026
VestGen Investment Management History No change 43,178 1,992 1.06% 1.06% 391 0 0.0% Q2 2026 Jul 31, 2026
Parallel Advisors, LLC History No change 42,451 1,959 0.03% 0.03% 392 0 0.0% Q2 2026 Aug 05, 2026
MATHER GROUP, LLC. History No change 42,427 1,958 0.02% 0.02% 393 0 0.0% Q2 2026 Jul 27, 2026
Cyndeo Wealth Partners, LLC History No change 42,411 1,957 0.09% 0.09% 394 0 0.0% Q2 2026 Jul 21, 2026
FWG Investments, LLC. History No change 42,136 1,944 1.03% 1.03% 395 0 0.0% Q2 2026 Jul 28, 2026
Pathstone Holdings, LLC History No change 42,029 1,939 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 13, 2026
Hoese & Co LLP History No change 41,966 1,936 1.26% 1.26% 397 0 0.0% Q2 2026 Jul 14, 2026
LPWM LLC History No change 41,822 1,930 0.43% 0.43% 398 0 0.0% Q2 2026 Jul 24, 2026
Rossby Financial, LCC History No change 41,466 1,913 0.35% 0.35% 399 0 0.0% Q2 2026 Aug 04, 2026
Inspire Advisors, LLC History No change 39,895 1,841 0.13% 0.13% 400 0 0.0% Q2 2026 Aug 13, 2026
CAP Partners, LLC History No change 38,389 1,771 0.87% 0.87% 401 0 0.0% Q2 2026 Jul 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 38,298 1,767 0.08% 0.08% 402 0 0.0% Q2 2026 Jul 28, 2026
Cooper Financial Group History Reduced 39,426 1,738 0.14% 0.15% 403 -456 -1.14% Q3 2026 Oct 07, 2026
NWAM LLC History No change 37,547 1,732 0.09% 0.09% 404 0 0.0% Q2 2026 Jul 23, 2026
Targeted Financial Services LLC History No change 37,481 1,729 1.28% 1.28% 405 0 0.0% Q2 2026 Jul 16, 2026
MSH Capital Advisors LLC History No change 36,897 1,702 0.3% 0.3% 406 0 0.0% Q2 2026 Aug 10, 2026
Kelly Financial Services LLC History No change 36,806 1,698 0.36% 0.36% 407 0 0.0% Q2 2026 Jul 14, 2026
Latitude Advisors, LLC History No change 36,617 1,689 0.67% 0.67% 408 0 0.0% Q2 2026 Jul 27, 2026
Brookwood Investment Group LLC History No change 36,088 1,665 0.19% 0.19% 409 0 0.0% Q2 2026 Jul 23, 2026
Northstar Financial Companies, Inc. History No change 35,960 1,659 1.12% 1.12% 410 0 0.0% Q2 2026 Aug 06, 2026
ARWA LLC History No change 36,242 1,658 0.69% 0.69% 411 0 0.0% Q2 2026 Jul 24, 2026
OMNI 360 Wealth, Inc. History No change 35,775 1,651 0.76% 0.76% 412 0 0.0% Q2 2026 Jul 13, 2026
ZENITH SOLUTIONS, INC. History No change 35,741 1,649 1.49% 1.49% 413 0 0.0% Q2 2026 Aug 03, 2026
Hershey Financial Advisers, LLC History No change 35,438 1,635 1.17% 1.17% 414 0 0.0% Q2 2026 Aug 11, 2026
Quotient Wealth Partners, LLC History No change 34,915 1,611 0.04% 0.04% 415 0 0.0% Q2 2026 Aug 03, 2026
Moors & Cabot, Inc. History No change 34,612 1,597 0.06% 0.06% 416 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 34,605 1,597 0.02% 0.02% 417 0 0.0% Q2 2026 Aug 18, 2026
Vested Financial Planning, LLC History No change 34,155 1,576 1.06% 1.06% 418 0 0.0% Q2 2026 Aug 05, 2026
LiftPoint Family Wealth Advisors LLC History No change 33,868 1,563 1.06% 1.06% 419 0 0.0% Q2 2026 Aug 05, 2026
Farrell Financial LLC History No change 33,783 1,559 0.84% 0.84% 420 0 0.0% Q2 2026 Jul 10, 2026
RCS Financial Planning, LLC History No change 33,269 1,535 0.73% 0.73% 421 0 0.0% Q2 2026 Jul 22, 2026
Argent Advisors, Inc. History No change 33,189 1,531 0.38% 0.38% 422 0 0.0% Q2 2026 Aug 05, 2026
WEALTHGARDEN F.S. LLC History No change 32,897 1,518 0.86% 0.86% 423 0 0.0% Q2 2026 Jul 31, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 32,635 1,506 2.3% 2.3% 424 0 0.0% Q2 2026 Jul 16, 2026
LCW Services, LLC History No change 32,589 1,503 0.65% 0.65% 425 0 0.0% Q2 2026 Jul 30, 2026
Clearstead Advisors, LLC History No change 32,545 1,501 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 31,831 1,468 0.05% 0.05% 427 0 0.0% Q2 2026 Jul 24, 2026
ASPIRIANT, LLC History No change 31,528 1,455 0.04% 0.04% 428 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Planning & Advisory Services Inc. History No change 31,503 1,453 0.65% 0.65% 429 0 0.0% Q2 2026 Jul 14, 2026
Aptus Capital Advisors, LLC History No change 30,643 1,414 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 30,478 1,407 0.04% 0.04% 431 0 0.0% Q2 2026 Jul 28, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 30,336 1,400 0.14% 0.14% 432 0 0.0% Q2 2026 Jul 22, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 30,286 1,397 0.03% 0.03% 433 0 0.0% Q2 2026 Jul 31, 2026
MN Wealth Advisors, LLC History No change 30,213 1,394 0.59% 0.59% 434 0 0.0% Q2 2026 Jul 23, 2026
Klaas Financial Asset Advisors, LLC History No change 29,584 1,365 0.17% 0.17% 435 0 0.0% Q2 2026 Jul 15, 2026
Foster Group, Inc. History No change 29,522 1,362 0.04% 0.04% 436 0 0.0% Q2 2026 Jul 07, 2026
IHT Wealth Management, LLC History No change 29,106 1,343 0.03% 0.03% 437 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 28,984 1,337 0.06% 0.06% 438 0 0.0% Q2 2026 Jul 31, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 28,685 1,323 0.35% 0.35% 439 0 0.0% Q2 2026 Jul 09, 2026
Archer Investment Management, LLC History No change 28,591 1,319 0.45% 0.45% 440 0 0.0% Q2 2026 Jul 07, 2026
NORTHLAND SECURITIES, INC. History No change 28,385 1,309 0.76% 0.76% 441 0 0.0% Q2 2026 Aug 04, 2026
Quartz Partners, LLC History No change 28,231 1,302 0.43% 0.43% 442 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 28,089 1,296 0.04% 0.04% 443 0 0.0% Q2 2026 Aug 03, 2026
Joule Financial, LLC History No change 28,030 1,293 0.35% 0.35% 444 0 0.0% Q2 2026 Jul 15, 2026
Asempa Wealth Advisors History Reduced 29,197 1,285 0.98% 1.03% 445 -672 -2.25% Q3 2026 Oct 07, 2026
GWN SECURITIES INC. History No change 27,704 1,278 0.21% 0.21% 446 0 0.0% Q2 2026 Aug 05, 2026
BENJAMIN EDWARDS INC History No change 27,673 1,277 0.01% 0.01% 447 0 0.0% Q2 2026 Jul 24, 2026
WBH ADVISORY INC History No change 27,546 1,271 0.09% 0.09% 448 0 0.0% Q2 2026 Aug 05, 2026
Meridian Wealth Partners, LLC History No change 26,791 1,236 0.15% 0.15% 449 0 0.0% Q2 2026 Aug 12, 2026
Aprio Wealth Management, LLC History No change 26,543 1,224 0.06% 0.06% 450 0 0.0% Q2 2026 Jul 24, 2026
Lifeworks Advisors, LLC History No change 26,111 1,205 0.13% 0.13% 451 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 26,078 1,203 0.05% 0.05% 452 0 0.0% Q2 2026 Aug 12, 2026
Noble Wealth Partners LLC History No change 25,807 1,190 1.03% 1.03% 453 0 0.0% Q2 2026 Jul 24, 2026
ETF Portfolio Partners, Inc. History No change 25,701 1,186 0.28% 0.28% 454 0 0.0% Q2 2026 Jul 13, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 25,664 1,184 0.19% 0.19% 455 0 0.0% Q2 2026 Jul 24, 2026
Bleakley Financial Group, LLC History No change 25,127 1,159 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 05, 2026
KERR FINANCIAL PLANNING Corp History No change 25,052 1,156 1.29% 1.29% 457 0 0.0% Q2 2026 Jul 02, 2026
Stratos Wealth Partners, LTD. History No change 24,891 1,148 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 11, 2026
RCW Management, LLC History No change 24,760 1,142 1.02% 1.02% 459 0 0.0% Q2 2026 Jul 21, 2026
Old North State Trust, LLC History No change 24,550 1,133 0.58% 0.58% 460 0 0.0% Q2 2026 Aug 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 24,542 1,132 0.05% 0.05% 461 0 0.0% Q2 2026 Jul 27, 2026
Perennial Investment Advisors, LLC History No change 24,384 1,125 0.07% 0.07% 462 0 0.0% Q2 2026 Aug 14, 2026
Vantus Wealth LLC History No change 24,064 1,110 0.6% 0.6% 463 0 0.0% Q2 2026 Aug 07, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 23,865 1,101 0.34% 0.34% 464 0 0.0% Q2 2026 Jul 29, 2026
Raleigh Capital Management Inc. History No change 23,779 1,097 0.35% 0.35% 465 0 0.0% Q2 2026 Jul 21, 2026
Strategies Wealth Advisors, LLC History No change 23,646 1,091 0.1% 0.1% 466 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 23,564 1,087 0.1% 0.1% 467 0 0.0% Q2 2026 Aug 11, 2026
Valmark Advisers, Inc. History No change 23,512 1,085 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 06, 2026
PKS Advisory Services, LLC History No change 23,521 1,085 0.17% 0.17% 469 0 0.0% Q2 2026 Aug 04, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 23,222 1,071 0.61% 0.61% 470 0 0.0% Q2 2026 Aug 10, 2026
FLP Wealth Management, LLC History No change 23,146 1,068 1.9% 1.9% 471 0 0.0% Q2 2026 Jul 28, 2026
Parkway Wealth Management Group, LLC History No change 23,142 1,068 0.12% 0.12% 472 0 0.0% Q2 2026 Jul 27, 2026
Keystone Wealth Services, LLC History No change 23,112 1,066 0.2% 0.2% 473 0 0.0% Q2 2026 Aug 05, 2026
LexAurum Advisors, LLC History No change 23,063 1,064 0.12% 0.12% 474 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Family Advisors, LLC History No change 22,958 1,059 0.44% 0.44% 475 0 0.0% Q2 2026 Aug 14, 2026
Detalus Advisors, LLC History No change 22,838 1,053 0.21% 0.21% 476 0 0.0% Q2 2026 Jul 27, 2026
ACORN CREEK CAPITAL LLC History No change 22,728 1,048 0.35% 0.35% 477 0 0.0% Q2 2026 Aug 06, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 22,694 1,047 0.18% 0.18% 478 0 0.0% Q2 2026 Aug 14, 2026
Alta Wealth Advisors LLC History No change 22,630 1,044 0.28% 0.28% 479 0 0.0% Q2 2026 Jul 30, 2026
Sovereign Investment Advisors, LLC History No change 22,236 1,026 0.19% 0.19% 480 0 0.0% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History No change 22,202 1,024 0.03% 0.03% 481 0 0.0% Q2 2026 Aug 10, 2026
17 CAPITAL PARTNERS, LLC History No change 22,177 1,023 0.46% 0.46% 482 0 0.0% Q2 2026 Aug 06, 2026
Sowell Financial Services LLC History No change 21,773 1,004 0.03% 0.03% 483 0 0.0% Q2 2026 Jul 17, 2026
Heritage Family Offices, LLP History No change 21,344 985 0.38% 0.38% 484 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 21,344 985 0.38% 0.38% 485 0 0.0% Q2 2026 Jul 06, 2026
EQ LLC History No change 21,335 984 0.24% 0.24% 486 0 0.0% Q2 2026 Jul 23, 2026
Stirlingshire Investments, Inc. History No change 21,209 979 0.73% 0.73% 487 0 0.0% Q2 2026 Jul 31, 2026
Robertson Stephens Wealth Management, LLC History No change 21,175 977 0.02% 0.02% 488 0 0.0% Q2 2026 Jul 29, 2026
Main Street Financial Solutions, LLC History No change 21,105 973 0.06% 0.06% 489 0 0.0% Q2 2026 Aug 07, 2026
Payne Capital LLC History No change 21,054 971 0.81% 0.81% 490 0 0.0% Q2 2026 Aug 11, 2026
Fulcrum Equity Management History No change 20,948 966 0.71% 0.71% 491 0 0.0% Q2 2026 Jul 09, 2026
Windward Private Wealth Management Inc. History No change 20,926 965 0.31% 0.31% 492 0 0.0% Q2 2026 Aug 04, 2026
Empirical Asset Management, LLC History No change 20,365 939 0.21% 0.21% 493 0 0.0% Q2 2026 Aug 10, 2026
Elevation Wealth Management LLC History No change 20,217 933 0.7% 0.7% 494 0 0.0% Q2 2026 Jul 29, 2026
KELLY FINANCIAL GROUP LLC History No change 20,164 930 0.21% 0.21% 495 0 0.0% Q2 2026 Jul 14, 2026
Petros Family Wealth, LLC History No change 20,161 930 0.57% 0.57% 496 0 0.0% Q2 2026 Jul 27, 2026
DAVIDSON TRUST CO History Added to 20,771 915 0.36% 0.27% 497 +5,700 37.82% Q3 2026 Oct 09, 2026
Semus Wealth Partners LLC History No change 19,813 914 0.44% 0.44% 498 0 0.0% Q2 2026 Aug 10, 2026
Accurate Wealth Management, LLC History No change 19,901 910 0.09% 0.09% 499 0 0.0% Q2 2026 Jul 14, 2026
STEPHENS INC /AR/ History No change 19,705 909 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 29, 2026
Oregon Pacific Wealth Management, LLC History No change 19,696 908 0.85% 0.85% 501 0 0.0% Q2 2026 Jul 22, 2026
TSFG, LLC History No change 19,473 899 0.11% 0.11% 502 0 0.0% Q2 2026 Jul 23, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 19,434 896 0.09% 0.09% 503 0 0.0% Q2 2026 Jul 22, 2026
Capital Asset Managemnet, LLC History No change 19,253 888 2.0% 2.0% 504 0 0.0% Q2 2026 Jul 24, 2026
Prosperity Consulting Group, LLC History No change 19,234 887 0.03% 0.03% 505 0 0.0% Q2 2026 Aug 13, 2026
Centerline Wealth Advisors, LLC History No change 19,079 880 0.28% 0.28% 506 0 0.0% Q2 2026 Jul 17, 2026
OPPENHEIMER & CO INC History No change 18,987 876 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 03, 2026
Beacon Pointe Advisors, LLC History No change 18,717 863 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 18, 2026
Spinnaker Investment Group, LLC History No change 18,575 857 0.14% 0.14% 509 0 0.0% Q2 2026 Jul 10, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 18,345 846 0.06% 0.06% 510 0 0.0% Q2 2026 Jul 24, 2026
Oxinas Partners, LLC History No change 17,934 827 0.33% 0.33% 511 0 0.0% Q2 2026 Jul 14, 2026
Silverleafe Capital Partners, LLC History Added to 18,635 821 0.23% 0.23% 512 +171 0.93% Q3 2026 Oct 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 17,884 821 0.05% 0.05% 513 0 0.0% Q2 2026 Jul 22, 2026
CV Advisors LLC History No change 17,687 813 0.15% 0.15% 514 0 0.0% Q2 2026 Jul 21, 2026
Essential Planning, LLC. History No change 17,581 811 0.23% 0.23% 515 0 0.0% Q2 2026 Aug 03, 2026
Aegis Wealth Management, Inc. History No change 17,553 810 0.52% 0.52% 516 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Financial Partners, Inc. History No change 17,481 806 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 14, 2026
HILL ISLAND FINANCIAL LLC History No change 17,456 805 0.17% 0.17% 518 0 0.0% Q2 2026 Aug 11, 2026
Twelve Points Wealth Management LLC History No change 17,048 786 0.16% 0.16% 519 0 0.0% Q2 2026 Aug 07, 2026
Avion Wealth History No change 16,905 780 0.15% 0.15% 520 0 0.0% Q2 2026 Jul 31, 2026
XTX Topco Ltd History No change 16,878 778 0.01% 0.01% 521 0 0.0% Q2 2026 Aug 14, 2026
APPLETON PARTNERS INC/MA History No change 16,833 777 0.05% 0.05% 522 0 0.0% Q2 2026 Jul 21, 2026
Lansing Street Advisors History No change 16,826 776 0.16% 0.16% 523 0 0.0% Q2 2026 Jul 24, 2026
Veridan Wealth LLC History No change 16,736 772 0.26% 0.26% 524 0 0.0% Q2 2026 Aug 10, 2026
PFG Investments, LLC History No change 16,620 767 0.03% 0.03% 525 0 0.0% Q2 2026 Jul 23, 2026
Andina Capital Management, LLC History No change 16,577 765 1.23% 1.23% 526 0 0.0% Q2 2026 Aug 05, 2026
NORTHERN TRUST CORP History No change 16,450 759 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 13, 2026
NOVUS ADVISORS, LLC History No change 16,392 756 1.58% 1.58% 528 0 0.0% Q2 2026 Jul 27, 2026
TrueWealth Advisors, LLC History Added to 16,873 743 0.17% 0.15% 530 +2,304 15.81% Q3 2026 Oct 08, 2026
MCF Advisors LLC History No change 16,115 743 0.03% 0.03% 529 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 16,028 739 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 15,967 736 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Network, LLC History No change 15,788 728 0.5% 0.5% 533 0 0.0% Q2 2026 Jul 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 15,528 716 0.03% 0.03% 534 0 0.0% Q2 2026 Jul 22, 2026
Prosperity Planning, Inc. History Added to 16,213 714 0.16% 0.14% 535 +3,039 23.07% Q3 2026 Oct 08, 2026
Capital Advisor Network LLC History No change 15,408 711 0.89% 0.89% 536 0 0.0% Q2 2026 Aug 13, 2026
Shira Ridge Wealth Management History Reduced 15,943 702 0.24% 1.67% 537 -87,989 -84.66% Q3 2026 Oct 08, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 14,914 688 0.11% 0.11% 538 0 0.0% Q2 2026 Jul 29, 2026
Savant Capital, LLC History No change 14,690 677 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 10, 2026
Centennial Advisors, LLC History No change 14,339 661 0.79% 0.79% 540 0 0.0% Q2 2026 Jul 27, 2026
LifeGoal Investments, LLC History Added to 14,973 660 0.2% 0.29% 541 +1,444 10.67% Q3 2026 Oct 08, 2026
HUB Investment Partners, LLC History No change 13,936 643 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 31, 2026
Lloyd Advisory Services, LLC. History No change 13,931 642 0.25% 0.25% 543 0 0.0% Q2 2026 Aug 07, 2026
Insight Wealth Partners, LLC History No change 13,747 634 0.09% 0.09% 544 0 0.0% Q2 2026 Aug 06, 2026
Avantra Family Wealth, Inc. History No change 13,753 634 0.4% 0.4% 545 0 0.0% Q2 2026 Jul 29, 2026
GC Wealth Management RIA, LLC History No change 13,649 629 0.04% 0.04% 546 0 0.0% Q2 2026 Jul 16, 2026
Brand Asset Management Group, Inc. History No change 13,570 626 0.14% 0.14% 547 0 0.0% Q2 2026 Aug 12, 2026
Atlas Brown,Inc. History Added to 14,091 621 0.16% 0.11% 548 +4,820 51.99% Q3 2026 Oct 09, 2026
CFO4Life Group, LLC History No change 13,418 619 0.08% 0.08% 549 0 0.0% Q2 2026 Aug 12, 2026
Western Financial Corp/CA History No change 13,400 618 0.18% 0.18% 550 0 0.0% Q2 2026 Jul 22, 2026
FLAGSTAR SECURITIES, INC History No change 13,372 617 0.19% 0.19% 551 0 0.0% Q2 2026 Jul 15, 2026
Belpointe Asset Management LLC History No change 13,293 613 0.02% 0.02% 552 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 13,293 613 0.07% 0.07% 553 0 0.0% Q2 2026 Jul 31, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 12,989 599 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 23, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 12,925 596 0.04% 0.04% 555 0 0.0% Q2 2026 Jul 31, 2026
Shepherd Street Advisors LLC History No change 13,032 596 0.52% 0.52% 556 0 0.0% Q2 2026 Jul 24, 2026
Cresset Asset Management, LLC History No change 12,894 595 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 14, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 12,955 592 0.52% 0.52% 558 0 0.0% Q2 2026 Jul 16, 2026
Roger Wittlin Investment Advisory, LLC History No change 12,665 584 0.46% 0.46% 559 0 0.0% Q2 2026 Jul 17, 2026
HORAN Wealth, LLC History No change 12,672 584 0.07% 0.07% 560 0 0.0% Q2 2026 Aug 26, 2026
Scarborough Advisors, LLC History No change 12,646 582 0.07% 0.07% 561 0 0.0% Q2 2026 Jul 21, 2026
Rehmann Capital Advisory Group History No change 12,523 577 0.03% 0.03% 562 0 0.0% Q2 2026 Aug 20, 2026
Valpey Financial Services, LLC History No change 12,492 576 0.34% 0.34% 563 0 0.0% Q2 2026 Aug 11, 2026
Wealth Group Ltd History Reduced 13,102 575 0.11% 0.15% 564 -3,903 -22.95% Q3 2026 Oct 07, 2026
Atwater Malick LLC History No change 12,449 574 0.13% 0.13% 565 0 0.0% Q2 2026 Jul 27, 2026
Cadia Private Client LLC History No change 12,323 568 0.41% 0.41% 566 0 0.0% Q2 2026 Aug 11, 2026
TENET WEALTH PARTNERS, LLC History No change 12,462 567 0.42% 0.42% 567 0 0.0% Q2 2026 Aug 07, 2026
DAVIDSON INVESTMENT ADVISORS History No change 12,237 564 0.02% 0.02% 568 0 0.0% Q2 2026 Jul 21, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 12,209 563 0.04% 0.04% 569 0 0.0% Q2 2026 Aug 03, 2026
AMERIFLEX GROUP, INC. History No change 11,910 549 0.22% 0.22% 570 0 0.0% Q2 2026 Aug 13, 2026
Sanchez Gaunt Capital Management, LLC History No change 11,910 549 0.31% 0.31% 571 0 0.0% Q2 2026 Aug 14, 2026
Precision Wealth Strategies, LLC History No change 11,773 543 0.16% 0.16% 572 0 0.0% Q2 2026 Aug 10, 2026
New Republic Capital, LLC History No change 11,768 543 0.13% 0.13% 573 0 0.0% Q2 2026 Jul 31, 2026
Syntegra Private Wealth Group, LLC History No change 11,655 537 0.04% 0.04% 574 0 0.0% Q2 2026 Jul 15, 2026
PUREfi Wealth, LLC History No change 11,573 534 0.29% 0.29% 575 0 0.0% Q2 2026 Jul 27, 2026
GatePass Capital, LLC History No change 11,553 533 0.2% 0.2% 576 0 0.0% Q2 2026 Jul 30, 2026
A4 Wealth Advisors LLC History No change 11,525 531 0.35% 0.35% 577 0 0.0% Q2 2026 Jul 28, 2026
WealthPlan Investment Management, LLC History No change 11,308 521 0.03% 0.03% 578 0 0.0% Q2 2026 Jul 28, 2026
BAM Wealth Management, LLC History No change 11,258 519 0.32% 0.32% 579 0 0.0% Q2 2026 Jul 14, 2026
ENTREWEALTH, LLC History No change 11,357 516 0.19% 0.19% 580 0 0.0% Q2 2026 Aug 13, 2026
OLD MISSION CAPITAL LLC History No change 11,106 512 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 14, 2026
SMART Wealth LLC History No change 11,065 510 0.11% 0.11% 582 0 0.0% Q2 2026 Aug 05, 2026
IMA Advisory Services, Inc. History No change 11,039 509 0.03% 0.03% 583 0 0.0% Q2 2026 Aug 10, 2026
Independent Wealth Network Inc. History No change 10,940 504 0.13% 0.13% 584 0 0.0% Q2 2026 Jul 20, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 10,893 502 0.05% 0.05% 585 0 0.0% Q2 2026 Jul 28, 2026
TRUE Private Wealth Advisors History No change 10,851 500 0.04% 0.04% 586 0 0.0% Q2 2026 Jul 23, 2026
Tarbox Family Office, Inc. History No change 10,822 499 0.07% 0.07% 587 0 0.0% Q2 2026 Aug 03, 2026
BANK OF MONTREAL /CAN/ History No change 10,781 497 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 12, 2026
BEACON FINANCIAL GROUP History No change 10,772 497 0.05% 0.05% 589 0 0.0% Q2 2026 Jul 16, 2026
SFMG, LLC History No change 10,679 492 0.03% 0.03% 590 0 0.0% Q2 2026 Aug 13, 2026
TFB Advisors LLC History No change 10,587 488 0.21% 0.21% 591 0 0.0% Q2 2026 Aug 06, 2026
Key Capital Management, INC History No change 10,269 473 0.24% 0.24% 592 0 0.0% Q2 2026 Jul 27, 2026
Braun-Bostich & Associates Inc. History No change 10,242 472 0.26% 0.26% 593 0 0.0% Q2 2026 Jul 24, 2026
HUNTINGTON NATIONAL BANK History No change 10,029 462 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 13, 2026
Ridgeline Wealth, LLC History No change 10,010 461 0.27% 0.27% 595 0 0.0% Q2 2026 Jul 06, 2026
Midwest Trust Co History No change 9,946 459 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 04, 2026
PSI Advisors, LLC History No change 9,759 450 0.1% 0.1% 597 0 0.0% Q2 2026 Aug 03, 2026
Gladstone Institutional Advisory LLC History No change 9,532 439 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 27, 2026
Gerber Kawasaki Wealth & Investment Management History No change 9,478 437 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 07, 2026
Hirtle & Co., LLC History No change 9,451 436 0.01% 0.01% 600 0 0.0% Q2 2026 Aug 14, 2026
Kingdom Financial Group LLC. History No change 9,394 433 0.11% 0.11% 601 0 0.0% Q2 2026 Aug 07, 2026
Opal Wealth Advisors, LLC History No change 9,339 430 0.09% 0.09% 602 0 0.0% Q2 2026 Jul 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 9,299 429 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 14, 2026
HOWE & RUSLING INC History No change 9,257 427 0.02% 0.02% 604 0 0.0% Q2 2026 Aug 10, 2026
Tennessee Valley Asset Management Partners History No change 9,205 424 0.05% 0.05% 605 0 0.0% Q2 2026 Aug 10, 2026
Cogent Private Wealth, Inc. History No change 9,147 422 0.26% 0.26% 606 0 0.0% Q2 2026 Aug 05, 2026
Ethos Capital Management, Inc. History No change 9,043 417 0.3% 0.3% 607 0 0.0% Q2 2026 Jul 16, 2026
Intelligence Driven Advisers, LLC History Reduced 9,420 415 0.07% 7.63% 608 -1,009,652 -99.08% Q3 2026 Oct 09, 2026
PACIFIC FINANCIAL GROUP INC History No change 8,895 410 0.2% 0.2% 609 0 0.0% Q2 2026 Aug 13, 2026
LANE BROTHERS & CO INC History No change 8,883 409 0.27% 0.27% 610 0 0.0% Q2 2026 Aug 05, 2026
Strategic Financial Services, Inc. History No change 8,812 406 0.02% 0.02% 611 0 0.0% Q2 2026 Aug 24, 2026
Dynamic Advisor Solutions LLC History No change 8,779 405 0.01% 0.01% 612 0 0.0% Q2 2026 Jul 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 8,761 404 0.04% 0.04% 613 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group History No change 8,605 397 0.02% 0.02% 614 0 0.0% Q2 2026 Jul 29, 2026
SPINNAKER TRUST History No change 8,593 396 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 03, 2026
Trilogy Capital Inc. History No change 8,589 396 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 02, 2026
180 WEALTH ADVISORS, LLC History No change 8,546 394 0.04% 0.04% 617 0 0.0% Q2 2026 Jul 07, 2026
Family Capital Trust Co History No change 8,502 392 0.13% 0.13% 618 0 0.0% Q2 2026 Jul 30, 2026
Viaable, LLC History No change 8,479 390 0.32% 0.32% 619 0 0.0% Q2 2026 Aug 14, 2026
Financial Partners Group, Inc History No change 8,404 387 0.04% 0.04% 620 0 0.0% Q2 2026 Jul 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 8,269 381 0.22% 0.22% 621 0 0.0% Q2 2026 Jul 21, 2026
CBM Financial, LLC History No change 8,171 374 0.22% 0.22% 622 0 0.0% Q2 2026 Aug 10, 2026
TCP Asset Management, LLC History No change 8,083 373 0.04% 0.04% 623 0 0.0% Q2 2026 Jul 15, 2026
Trinity Wealth Management, LLC History No change 8,034 370 0.12% 0.12% 624 0 0.0% Q2 2026 Jul 07, 2026
Genesis Wealth Advisors, LLC History No change 7,959 367 0.22% 0.22% 625 0 0.0% Q2 2026 Aug 07, 2026
Kathmere Capital Management, LLC History No change 7,910 365 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 29, 2026
Keenan, LLC History No change 7,831 361 0.26% 0.26% 627 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 7,792 359 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 29, 2026
SC&H Financial Advisors, Inc. History No change 7,765 358 0.05% 0.05% 629 0 0.0% Q2 2026 Aug 04, 2026
Asset One Wealth Management LLC History No change 7,816 357 0.04% 0.04% 630 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 7,698 355 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 7,663 353 0.02% 0.02% 632 0 0.0% Q2 2026 Jul 27, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 7,613 351 0.04% 0.04% 633 0 0.0% Q2 2026 Jul 31, 2026
Advisor OS, LLC History No change 7,588 350 0.02% 0.02% 634 0 0.0% Q2 2026 Aug 05, 2026
Riverbend Wealth Management, LLC History No change 7,556 348 0.17% 0.17% 635 0 0.0% Q2 2026 Jul 22, 2026
Sequent Planning LLC History No change 7,515 346 0.07% 0.07% 636 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 7,445 343 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC/CA History No change 7,435 343 0.05% 0.05% 638 0 0.0% Q2 2026 Aug 13, 2026
City State Bank History No change 7,377 340 0.08% 0.08% 639 0 0.0% Q2 2026 Jul 14, 2026
Meridian Wealth Management, LLC History No change 7,334 338 0.01% 0.01% 640 0 0.0% Q2 2026 Aug 05, 2026
Proactive Wealth Strategies LLC History No change 7,326 338 0.05% 0.05% 641 0 0.0% Q2 2026 Aug 10, 2026
UPTICK PARTNERS, LLC History No change 7,228 333 0.05% 0.05% 642 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 7,212 332 0.02% 0.02% 643 0 0.0% Q2 2026 Jul 21, 2026
NewEdge Wealth, LLC History No change 7,141 329 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 10, 2026
NOVEM GROUP History No change 7,127 328 0.03% 0.03% 645 0 0.0% Q2 2026 Jul 21, 2026
Vermillion & White Wealth Management Group, LLC History No change 7,005 323 0.16% 0.16% 646 0 0.0% Q2 2026 Aug 18, 2026
VICTORY FINANCIAL GROUP, LLC History No change 7,010 323 0.03% 0.03% 647 0 0.0% Q2 2026 Jul 28, 2026
Torrey-Payne Wealth Management, LLC History No change 6,976 321 0.26% 0.26% 648 0 0.0% Q2 2026 Jul 23, 2026
NBT BANK, N.A. History No change 6,948 320 0.02% 0.02% 649 0 0.0% Q2 2026 Jul 29, 2026
Orcam Financial Group History No change 6,943 320 0.16% 0.16% 650 0 0.0% Q2 2026 Aug 13, 2026
Flagship Private Wealth, LLC History No change 6,900 318 0.11% 0.11% 651 0 0.0% Q2 2026 Aug 04, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 6,833 315 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 10, 2026
LifeSteps Financial, Inc. History No change 6,839 315 0.15% 0.15% 653 0 0.0% Q2 2026 Jul 17, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 6,774 312 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 04, 2026
Freedom Investment Management, Inc. History No change 6,780 312 0.09% 0.09% 655 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 6,730 310 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 23, 2026
ETF Store, Inc. History No change 6,671 307 0.26% 0.26% 657 0 0.0% Q2 2026 Jul 29, 2026
Fisher Asset Management, LLC History No change 6,640 306 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 6,621 305 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 14, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 6,583 303 0.02% 0.02% 660 0 0.0% Q2 2026 Aug 03, 2026
Global Financial Private Client, LLC History No change 6,587 303 0.08% 0.08% 661 0 0.0% Q2 2026 Jul 20, 2026
Independent Advisor Alliance History No change 6,465 298 0.01% 0.01% 662 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Advisory Group LLC History No change 6,463 298 0.02% 0.02% 663 0 0.0% Q2 2026 Jul 17, 2026
SOROS CAPITAL MANAGEMENT LLC History No change 6,436 297 0.05% 0.05% 664 0 0.0% Q2 2026 Aug 14, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 6,392 294 0.14% 0.14% 665 0 0.0% Q2 2026 Aug 13, 2026
SeaCrest Wealth Management, LLC History No change 6,369 293 0.03% 0.03% 666 0 0.0% Q2 2026 Jul 09, 2026
CHOREO, LLC History No change 6,335 292 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 04, 2026
Strategic Equity Management History No change 6,346 292 0.1% 0.1% 668 0 0.0% Q2 2026 Aug 10, 2026
Fermata Advisors, LLC History No change 6,308 291 0.06% 0.06% 669 0 0.0% Q2 2026 Jul 07, 2026
Valtrion Capital Management, LLC History No change 6,254 288 0.21% 0.21% 670 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 6,233 287 0.02% 0.02% 671 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 6,199 286 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 27, 2026
Bellwether Advisors, LLC History No change 6,161 284 0.04% 0.04% 673 0 0.0% Q2 2026 Aug 13, 2026
Magnolia Private Wealth, LLC History No change 6,094 281 0.15% 0.15% 674 0 0.0% Q2 2026 Aug 05, 2026
Arlington Trust Co LLC History No change 6,066 279 0.02% 0.02% 675 0 0.0% Q2 2026 Jul 07, 2026
Stratos Wealth Advisors, LLC History No change 5,939 274 0.02% 0.02% 676 0 0.0% Q2 2026 Aug 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 5,943 274 0.03% 0.03% 677 0 0.0% Q2 2026 Jul 09, 2026
MAI Capital Management History No change 5,921 273 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 5,923 273 0.07% 0.07% 679 0 0.0% Q2 2026 Jul 28, 2026
Madison Wealth Partners, Inc History No change 5,932 273 0.03% 0.03% 680 0 0.0% Q2 2026 Aug 12, 2026
Alpha Financial Partners LLC History No change 5,926 273 0.14% 0.14% 681 0 0.0% Q2 2026 Aug 11, 2026
Apex Wealth Management, LLC History No change 5,924 273 0.17% 0.17% 682 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL DISCOVERY GROUP INC History No change 5,823 268 0.57% 0.57% 683 0 0.0% Q2 2026 Jul 23, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 5,789 267 0.03% 0.03% 684 0 0.0% Q2 2026 Aug 04, 2026
BDFS Capital LLC History No change 5,763 265 0.12% 0.12% 685 0 0.0% Q2 2026 Jul 15, 2026
Pointe Capital Management LLC History No change 5,710 263 0.12% 0.12% 686 0 0.0% Q2 2026 Aug 14, 2026
Financial Sense Advisors, Inc. History No change 5,662 261 0.05% 0.05% 687 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 5,654 260 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 13, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 5,599 254 0.03% 0.03% 689 0 0.0% Q2 2026 Aug 03, 2026
Darden Wealth Group Inc History No change 5,483 253 0.1% 0.1% 690 0 0.0% Q2 2026 Aug 06, 2026
Plan Group Financial, LLC History No change 5,472 252 0.05% 0.05% 691 0 0.0% Q2 2026 Aug 03, 2026
Fortune Financial Advisors, LLC History No change 5,421 250 0.11% 0.11% 692 0 0.0% Q2 2026 Jul 22, 2026
STEVENS CAPITAL PARTNERS History No change 5,414 249 0.05% 0.05% 693 0 0.0% Q2 2026 Aug 07, 2026
Arcadia Wealth Management, LLC History No change 5,320 245 0.08% 0.08% 694 0 0.0% Q2 2026 Jul 20, 2026
Interchange Capital Partners, LLC History No change 5,236 241 0.05% 0.05% 695 0 0.0% Q2 2026 Jul 20, 2026
Successful Portfolios LLC History Reduced 5,484 240 0.11% 0.12% 697 -5 -0.09% Q3 2026 Oct 09, 2026
Wilmington Savings Fund Society, FSB History No change 5,211 240 0.01% 0.01% 696 0 0.0% Q2 2026 Jul 28, 2026
Brio Consultants, LLC History No change 5,188 239 0.03% 0.03% 698 0 0.0% Q2 2026 Aug 12, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 5,158 238 0.03% 0.03% 699 0 0.0% Q2 2026 Jul 20, 2026
Quad-Cities Investment Group, LLC History No change 5,140 237 0.09% 0.09% 700 0 0.0% Q2 2026 Jul 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 5,130 236 0.01% 0.01% 701 0 0.0% Q2 2026 Jul 17, 2026
Members Trust Co History No change 5,100 235 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 31, 2026
Impact Capital Partners LLC History No change 5,113 235 0.06% 0.06% 703 0 0.0% Q2 2026 Jul 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,061 233 0.01% 0.01% 704 0 0.0% Q2 2026 Jul 24, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 5,037 232 0.04% 0.04% 705 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 5,017 231 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 14, 2026
Magnus Financial Group LLC History No change 5,024 231 0.02% 0.02% 707 0 0.0% Q2 2026 Jul 09, 2026
Glass Wealth Management Co LLC History No change 5,022 231 0.08% 0.08% 708 0 0.0% Q2 2026 Jul 30, 2026
Chesley Taft & Associates LLC History No change 4,983 229 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 08, 2026
Altiora Financial Group, LLC History No change 4,964 229 0.04% 0.04% 710 0 0.0% Q2 2026 Aug 07, 2026
Strathmore Capital Advisors, Inc. History No change 5,039 229 0.06% 0.06% 711 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 4,958 228 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 4,877 225 0.01% 0.01% 713 0 0.0% Q2 2026 Jul 07, 2026
Empower Advisory Group, LLC History No change 4,877 225 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 12, 2026
United Community Bank History No change 4,866 224 0.07% 0.07% 715 0 0.0% Q2 2026 Aug 13, 2026
Stewardship Advisors, LLC History No change 4,848 223 0.05% 0.05% 716 0 0.0% Q2 2026 Jul 20, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 4,783 220 0.07% 0.07% 717 0 0.0% Q2 2026 Jul 31, 2026
Pacific Capital Wealth Advisors, Inc. History No change 4,755 219 0.03% 0.03% 718 0 0.0% Q2 2026 Jul 09, 2026
Investment Research Partners LLC History No change 4,684 216 0.07% 0.07% 719 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 4,684 216 0.17% 0.17% 720 0 0.0% Q2 2026 Jul 31, 2026
Bridgewealth Advisory Group, LLC History No change 4,564 210 0.04% 0.04% 721 0 0.0% Q2 2026 Jul 27, 2026
WELLINGTON-ALTUS USA INC. History No change 4,545 209 0.15% 0.15% 722 0 0.0% Q2 2026 Sep 17, 2026
Citrine Capital LLC History No change 4,527 208 0.08% 0.08% 723 0 0.0% Q2 2026 Jul 23, 2026
FIRST AMERICAN TRUST, FSB History No change 4,469 206 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 10, 2026
XML Financial, LLC History No change 4,466 206 0.01% 0.01% 725 0 0.0% Q2 2026 Jul 24, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,387 202 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 10, 2026
Bison Wealth, LLC History No change 4,376 201 0.02% 0.02% 727 0 0.0% Q2 2026 Jul 07, 2026
Gilbert & Cook, Inc. History No change 4,344 200 0.02% 0.02% 728 0 0.0% Q2 2026 Jul 28, 2026
Impact Partnership Wealth, LLC History No change 4,351 200 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 29, 2026
Corsicana & Co. History No change 4,275 197 0.1% 0.1% 730 0 0.0% Q2 2026 Jul 24, 2026
Signature Equity Partners, LLC History No change 4,254 196 0.09% 0.09% 731 0 0.0% Q2 2026 Jul 30, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 3,785 174 0.01% 0.01% 732 0 0.0% Q2 2026 Jul 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,640 167 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 3,386 156 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 14, 2026
MeadowBrook Investment Advisors LLC History No change 3,266 150 0.12% 0.12% 735 0 0.0% Q2 2026 Jul 20, 2026
Financial Management Professionals, Inc. History No change 3,243 149 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 09, 2026
TUCKER ASSET MANAGEMENT LLC History No change 3,078 142 0.04% 0.04% 737 0 0.0% Q2 2026 Aug 27, 2026
Indiana Trust & Investment Management Co History No change 3,071 141 0.04% 0.04% 738 0 0.0% Q2 2026 Jul 22, 2026
Quest 10 Wealth Builders, Inc. History No change 2,969 137 0.11% 0.11% 739 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Co / SC History No change 2,809 129 0.02% 0.02% 740 0 0.0% Q2 2026 Aug 11, 2026
CVA Family Office, LLC History No change 2,715 125 0.01% 0.01% 741 0 0.0% Q2 2026 Aug 07, 2026
Finley Financial, LLC History No change 2,700 124 0.05% 0.05% 742 0 0.0% Q2 2026 Jul 08, 2026
Key FInancial Inc History No change 2,679 123 0.02% 0.02% 743 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 2,609 120 0.09% 0.09% 744 0 0.0% Q2 2026 Aug 11, 2026
Rialto Wealth Management, LLC History No change 2,512 115 0.02% 0.02% 745 0 0.0% Q2 2026 Aug 11, 2026
Strategic Wealth Partners, Ltd. History No change 2,438 112 0.01% 0.01% 746 0 0.0% Q2 2026 Aug 12, 2026
BOK Financial Private Wealth, Inc. History No change 2,261 104 0.01% 0.01% 747 0 0.0% Q2 2026 Aug 07, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 2,200 101 0.01% 0.01% 748 0 0.0% Q2 2026 Jul 13, 2026
Regatta Research & Money Management History No change 2,169 100 0.09% 0.09% 749 0 0.0% Q2 2026 Aug 11, 2026
Imprint Wealth LLC History No change 2,155 99 0.4% 0.4% 750 0 0.0% Q2 2026 Aug 14, 2026
Wagner Wealth Management, LLC History No change 1,998 92 0.02% 0.02% 751 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,959 90 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Asset Management, LLC History No change 1,971 90 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 11, 2026
Montgomery Financial Services LLC History No change 1,930 89 0.08% 0.08% 754 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,849 85 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 07, 2026
TOMPKINS FINANCIAL CORP History No change 1,735 76 0.01% 0.01% 756 0 0.0% Q3 2026 Oct 05, 2026
WEST PACES ADVISORS INC. History No change 1,563 72 0.01% 0.01% 757 0 0.0% Q2 2026 Jul 17, 2026
Archer Investment Corp History No change 1,490 68 0.01% 0.01% 758 0 0.0% Q2 2026 Aug 03, 2026
Bravera Wealth History No change 1,483 68 0.03% 0.03% 759 0 0.0% Q2 2026 Jul 23, 2026
Cordant, Inc. History No change 1,432 66 0.02% 0.02% 760 0 0.0% Q2 2026 Jul 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,334 61 0.03% 0.03% 761 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 1,305 60 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 11, 2026
Advocate Investing Services LLC History No change 1,297 59 0.05% 0.05% 763 0 0.0% Q2 2026 Jul 28, 2026
Nemes Rush Group LLC History No change 1,224 56 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 14, 2026
Strive Financial Group ,LLC History No change 1,232 56 0.02% 0.02% 765 0 0.0% Q2 2026 Aug 14, 2026
Oakworth Capital, Inc. History No change 1,175 54 0.0% 0.0% 766 0 0.0% Q2 2026 Jul 22, 2026
Glen Eagle Advisors, LLC History No change 1,172 54 0.01% 0.01% 767 0 0.0% Q2 2026 Aug 14, 2026
Anchor Investment Management, LLC History No change 1,112 51 0.0% 0.0% 768 0 0.0% Q2 2026 Sep 15, 2026
Fourth Dimension Wealth, LLC History No change 1,113 51 0.02% 0.02% 769 0 0.0% Q2 2026 Jul 31, 2026
FRANKLIN RESOURCES INC History No change 1,049 48 0.0% 0.0% 770 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 1,061 48 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD ADVISERS INC History No change 987 45 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 981 45 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 05, 2026
REAP Financial Group, LLC History No change 906 41 0.01% 0.01% 774 0 0.0% Q2 2026 Aug 04, 2026
Tower Research Capital LLC (TRC) History No change 816 37 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 11, 2026
Greykasell Wealth Strategies, Inc. History No change 808 37 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 793 36 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 14, 2026
FAS Wealth Partners, Inc. History No change 792 36 0.0% 0.0% 778 0 0.0% Q2 2026 Jul 29, 2026
FIRST FINANCIAL CORP /IN/ History No change 767 35 0.01% 0.01% 779 0 0.0% Q2 2026 Jul 07, 2026
Atlantic Union Bankshares Corp History No change 705 32 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 11, 2026
Wells Financial Advisors INC History No change 700 32 0.3% 0.3% 781 0 0.0% Q2 2026 Jul 23, 2026
Collier Financial History No change 704 32 0.02% 0.02% 782 0 0.0% Q2 2026 Jul 30, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 686 31 0.02% 0.02% 783 0 0.0% Q2 2026 Aug 04, 2026
1620 INVESTMENT ADVISORS, INC. History No change 688 31 0.02% 0.02% 784 0 0.0% Q2 2026 Jul 14, 2026
Trust Co History Added to 675 29 0.0% 0.0% 785 +400 145.45% Q3 2026 Oct 09, 2026
AlphaCore Capital LLC History No change 629 29 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 06, 2026
CULLEN/FROST BANKERS, INC. History No change 613 28 0.0% 0.0% 787 0 0.0% Q2 2026 Jul 27, 2026
GK Wealth Management LLC History New 600 26 0.01% — 789 +600 New Q3 2026 Oct 09, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 565 26 0.01% 0.01% 788 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 539 24 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 500 23 0.01% 0.01% 791 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 493 22 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 23, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 474 21 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 12, 2026
HM PAYSON & CO History No change 447 20 0.0% 0.0% 794 0 0.0% Q2 2026 Jul 17, 2026
Atomic Invest LLC History No change 435 20 0.0% 0.0% 795 0 0.0% Q2 2026 Sep 25, 2026
Investors Research Corp History Added to 448 19 0.0% 0.0% 796 +1 0.22% Q3 2026 Oct 07, 2026
Bernard Wealth Management Corp. History No change 425 19 0.01% 0.01% 797 0 0.0% Q2 2026 Aug 21, 2026
Keating Financial Advisory Services, Inc. History No change 406 18 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 369 17 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 13, 2026
Valued Wealth Advisors LLC History No change 373 17 0.01% 0.01% 800 0 0.0% Q2 2026 Jul 20, 2026
YANKCOM Partnership History No change 353 16 0.01% 0.01% 801 0 0.0% Q2 2026 Jul 21, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 363 16 0.01% 0.01% 802 0 0.0% Q2 2026 Aug 07, 2026
Roxbury Financial LLC History New 348 15 0.01% — 807 +348 New Q3 2026 Oct 01, 2026
WOLFF WIESE MAGANA LLC History No change 337 15 0.01% 0.01% 803 0 0.0% Q2 2026 Jul 13, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 338 15 0.01% 0.01% 804 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 335 15 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 20, 2026
Robinswood Financial LLC History No change 339 15 0.0% 0.0% 806 0 0.0% Q2 2026 Jul 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 337 14 0.01% 0.01% 811 +57 20.36% Q3 2026 Oct 09, 2026
Cranbrook Wealth Management, LLC History No change 312 14 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 06, 2026
Buck Wealth Strategies, LLC History No change 325 14 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 30, 2026
Financial Perspectives, Inc History No change 310 14 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 24, 2026
FIRST HORIZON CORP History No change 300 13 0.0% 0.0% 812 0 0.0% Q2 2026 Jul 20, 2026
Provident Wealth Management, LLC History No change 291 13 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 04, 2026
Hilltop National Bank History No change 289 13 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 01, 2026
Birchwood Financial Partners, Inc. History No change 286 13 0.01% 0.01% 815 0 0.0% Q2 2026 Aug 06, 2026
First Bancorp, Inc /ME/ History No change 276 12 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 11, 2026
ARVEST INVESTMENTS, INC. History No change 267 12 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 17, 2026
HFM Investment Advisors, LLC History No change 262 12 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 04, 2026
PITTENGER & ANDERSON INC History No change 230 10 0.0% 0.0% 819 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 221 10 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 27, 2026
Versant Capital Management, Inc History No change 233 10 0.0% 0.0% 821 0 0.0% Q3 2026 Oct 01, 2026
Milestone Investment Advisors LLC History No change 222 10 0.0% 0.0% 822 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 207 9 0.0% 0.0% 823 0 0.0% Q2 2026 Jul 08, 2026
EASTERN BANK History No change 200 8 0.0% 0.0% 824 0 0.0% Q3 2026 Oct 05, 2026
Tidemark, LLC History No change 188 8 0.0% 0.0% 825 0 0.0% Q2 2026 Aug 10, 2026
Caldwell Trust Co History No change 184 8 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 03, 2026
BAYBAN History No change 175 8 0.01% 0.01% 827 0 0.0% Q2 2026 Jul 30, 2026
Wilkerson Advisory Group LLC History No change 171 7 0.0% 0.0% 828 0 0.0% Q2 2026 Jul 21, 2026
Timbuktu Capital Management, LLC History No change 153 7 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History No change 151 6 0.0% 0.0% 830 0 0.0% Q2 2026 Jul 10, 2026
UMB Bank, n.a. History No change 146 6 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 13, 2026
CBIZ Investment Advisory Services, LLC History No change 137 6 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 136 6 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 06, 2026
Center for Financial Planning, Inc. History No change 143 6 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 21, 2026
Rachor Investment Advisory Services, LLC History No change 138 6 0.0% 0.0% 835 0 0.0% Q2 2026 Jul 16, 2026
Crews Bank & Trust History No change 143 6 0.0% 0.0% 836 0 0.0% Q2 2026 Jul 16, 2026
Copia Wealth Management History No change 147 6 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 17, 2026
CHELSEA COUNSEL CO History No change 109 5 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 11, 2026
EPG Wealth Management LLC History No change 122 5 0.0% 0.0% 839 0 0.0% Q2 2026 Jul 28, 2026
Institute for Wealth Management, LLC. History No change 103 4 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 28, 2026
Princeton Global Asset Management LLC History No change 95 4 0.0% 0.0% 841 0 0.0% Q2 2026 Jul 16, 2026
Realta Investment Advisors History No change 105 4 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 20, 2026
Coppell Advisory Solutions LLC History No change 505,473 4 0.0% 0.0% 843 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 108 4 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 17, 2026
United Financial Planning Group LLC History No change 93 4 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 85 3 0.0% 0.0% 846 0 0.0% Q2 2026 Jul 23, 2026
TD Capital Management LLC History No change 67 3 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 70 3 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 13, 2026
Markowski Investments History No change 81 3 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 13, 2026
SOA Wealth Advisors, LLC. History No change 45 2 0.0% 0.0% 850 0 0.0% Q2 2026 Jul 21, 2026
TD Waterhouse Canada Inc. History No change 37 1 0.0% 0.0% 851 0 0.0% Q2 2026 Jul 27, 2026
Burk Holdings LLC History No change 38 1 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 12, 2026
TIAA Wealth Investment Management LLC History No change 42 1 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 10, 2026
SAPIENT CAPITAL LLC History Closed out 0 0 — 0.01% — -15,494 -100.0% Q3 2026 Oct 08, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -985 -100.0% Q3 2026 Oct 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 13 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
HOEY INVESTMENTS, INC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Game Plan Financial Advisors, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Allspring Global Investments Holdings, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
DecisionPoint Financial, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Dunhill Financial, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Cherry Tree Wealth Management, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Sep 15, 2026
NorthAvenue LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Essential Partners LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026