iSHARES TRUST - IUSV

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 87,142,505 9,598,746 0.62% 0.62% 1 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 17,438,274 1,920,825 0.43% 0.43% 2 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 9,794,840 1,078,901 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,102,785 889,936 0.36% 0.36% 4 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 7,575,951 834,476 0.2% 0.2% 5 0 0.0% Q2 2026 Sep 23, 2026
SIGNATUREFD, LLC History No change 4,871,244 536,567 7.17% 7.17% 6 0 0.0% Q2 2026 Jul 23, 2026
Kestra Investment Management, LLC History No change 4,464,120 491,722 9.53% 9.53% 7 0 0.0% Q2 2026 Aug 05, 2026
Blue Trust, Inc. History No change 4,235,766 466,569 4.89% 4.89% 8 0 0.0% Q2 2026 Jul 21, 2026
ASPIRIANT, LLC History No change 3,685,507 405,961 10.02% 10.02% 9 0 0.0% Q2 2026 Jul 20, 2026
Merit Financial Group, LLC History No change 2,976,786 327,892 2.0% 2.0% 10 0 0.0% Q2 2026 Jul 20, 2026
JPMORGAN CHASE & CO History No change 1,917,456 211,322 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,655,527 182,356 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,601,375 176,391 0.09% 0.09% 13 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 1,576,412 173,641 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,540,958 169,736 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 1,392,296 153,364 1.4% 1.4% 16 0 0.0% Q2 2026 Jul 24, 2026
Modera Wealth Management, LLC History No change 1,192,955 131,403 1.4% 1.4% 17 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 1,189,639 131,038 0.34% 0.34% 18 0 0.0% Q2 2026 Aug 11, 2026
Foster Group, Inc. History No change 1,131,712 124,658 3.31% 3.31% 19 0 0.0% Q2 2026 Jul 07, 2026
NATIXIS ADVISORS, LLC History No change 1,131,519 124,636 0.14% 0.14% 20 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 997,535 109,878 0.15% 0.15% 21 0 0.0% Q2 2026 Aug 27, 2026
Auto-Owners Insurance Co History No change 864,000 95,221 2.15% 2.15% 22 0 0.0% Q2 2026 Jul 15, 2026
WELLS FARGO & COMPANY/MN History No change 851,253 93,765 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 14, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 808,560 89,062 7.51% 7.51% 24 0 0.0% Q2 2026 Jul 07, 2026
Cetera Investment Advisers History No change 755,194 83,184 0.08% 0.08% 25 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 744,190 81,972 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 05, 2026
Sequoia Financial Advisors, LLC History No change 695,001 76,554 0.38% 0.38% 27 0 0.0% Q2 2026 Jul 17, 2026
PRINCIPAL SECURITIES, INC. History No change 671,256 73,938 0.89% 0.89% 28 0 0.0% Q2 2026 Aug 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 669,764 73,774 0.09% 0.09% 29 0 0.0% Q2 2026 Jul 29, 2026
McGlone Suttner Wealth Management, Inc. History No change 664,617 73,207 8.59% 8.59% 30 0 0.0% Q2 2026 Jul 21, 2026
KINTRA WEALTH, LLC History No change 591,891 68,256 3.57% 3.57% 31 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 603,501 66,491 0.08% 0.08% 32 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 587,665 64,731 0.27% 0.27% 33 0 0.0% Q2 2026 Aug 11, 2026
Curi Capital, LLC History No change 573,084 63,125 0.97% 0.97% 34 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 532,868 58,695 0.09% 0.09% 35 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 482,741 53,173 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 472,655 52,062 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 460,850 50,706 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 450,235 49,593 0.33% 0.33% 39 0 0.0% Q2 2026 Aug 10, 2026
Nadler Financial Group, Inc. History No change 443,540 48,855 4.14% 4.14% 40 0 0.0% Q2 2026 Jul 29, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 429,490 47,308 1.81% 1.81% 41 0 0.0% Q2 2026 Jul 22, 2026
HOWE & RUSLING INC History No change 416,948 45,926 2.66% 2.66% 42 0 0.0% Q2 2026 Aug 10, 2026
Janney Montgomery Scott LLC History No change 410,476 45,214 0.09% 0.09% 43 0 0.0% Q2 2026 Aug 05, 2026
Gotham Asset Management, LLC History No change 398,466 43,891 0.1% 0.1% 44 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 397,894 43,828 0.04% 0.04% 45 0 0.0% Q2 2026 Aug 12, 2026
Financial Engines Advisors L.L.C. History No change 397,448 43,778 0.08% 0.08% 46 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 391,557 43,740 0.07% 0.07% 47 0 0.0% Q2 2026 Jul 15, 2026
Tanglewood Legacy Advisors, LLC History No change 383,487 42,241 13.63% 13.63% 48 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History No change 375,135 41,321 0.69% 0.69% 49 0 0.0% Q2 2026 Aug 11, 2026
Veracity Capital LLC History No change 368,402 40,579 10.96% 10.96% 50 0 0.0% Q2 2026 Jul 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 354,360 39,033 0.53% 0.53% 51 0 0.0% Q2 2026 Aug 13, 2026
PCA Investment Advisory Services Inc. History No change 330,925 36,451 10.17% 10.17% 52 0 0.0% Q2 2026 Jul 27, 2026
Madison Wealth Partners, Inc History No change 319,929 35,240 4.48% 4.48% 53 0 0.0% Q2 2026 Aug 12, 2026
Townsend & Associates, Inc History No change 316,302 35,220 3.0% 3.0% 54 0 0.0% Q2 2026 Jul 22, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 311,418 34,302 14.33% 14.33% 55 0 0.0% Q2 2026 Jul 14, 2026
DDFG, Inc History No change 300,399 33,088 6.57% 6.57% 56 0 0.0% Q2 2026 Jul 28, 2026
ForthRight Wealth Management, LLC History No change 294,358 32,423 8.29% 8.29% 57 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 287,524 31,670 0.06% 0.06% 58 0 0.0% Q2 2026 Aug 07, 2026
Duncan Williams Asset Management, LLC History No change 282,318 31,097 7.01% 7.01% 59 0 0.0% Q2 2026 Jul 22, 2026
Equitable Holdings, Inc. History No change 264,252 29,107 0.17% 0.17% 60 0 0.0% Q2 2026 Aug 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 254,875 28,074 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 252,461 27,808 0.2% 0.2% 62 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 249,449 27,476 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 19, 2026
Modern Wealth Management, LLC History No change 247,856 27,301 0.33% 0.33% 64 0 0.0% Q2 2026 Aug 13, 2026
Salus Financial Advisors, LLC History No change 243,298 26,799 13.21% 13.21% 65 0 0.0% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History No change 243,044 26,771 0.12% 0.12% 66 0 0.0% Q2 2026 Jul 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 237,417 26,151 0.29% 0.29% 67 0 0.0% Q2 2026 Jul 28, 2026
Sanctuary Advisors, LLC History No change 236,853 26,089 0.12% 0.12% 68 0 0.0% Q2 2026 Aug 13, 2026
Garde Capital, Inc. History No change 232,407 25,599 1.15% 1.15% 69 0 0.0% Q2 2026 Jul 31, 2026
Rockefeller Capital Management L.P. History No change 221,191 24,364 0.04% 0.04% 70 0 0.0% Q2 2026 Aug 13, 2026
GDS Wealth Management History No change 212,872 23,447 1.12% 1.12% 71 0 0.0% Q2 2026 Aug 13, 2026
Alliance Private Wealth, LLC History No change 207,767 22,885 7.95% 7.95% 72 0 0.0% Q2 2026 Jul 09, 2026
Steele Capital Management, Inc. History No change 206,988 22,799 0.84% 0.84% 73 0 0.0% Q2 2026 Jul 28, 2026
Waldron Private Wealth LLC History No change 206,863 22,786 0.79% 0.79% 74 0 0.0% Q2 2026 Jul 20, 2026
Birchcreek Wealth Management, LLC History No change 204,617 22,538 8.78% 8.78% 75 0 0.0% Q2 2026 Aug 06, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History No change 192,775 21,475 9.08% 9.08% 76 0 0.0% Q2 2026 Jul 14, 2026
Vestmark Advisory Solutions, Inc. History No change 192,811 21,238 0.2% 0.2% 77 0 0.0% Q2 2026 Aug 14, 2026
Strategies Wealth Advisors, LLC History No change 191,032 21,042 1.88% 1.88% 78 0 0.0% Q2 2026 Aug 14, 2026
SkyOak Wealth, LLC History No change 189,458 20,868 3.41% 3.41% 79 0 0.0% Q2 2026 Jul 30, 2026
High Probability Advisors, LLC History No change 189,323 20,853 2.23% 2.23% 80 0 0.0% Q2 2026 Jul 13, 2026
Kestra Advisory Services, LLC History No change 187,372 20,638 0.07% 0.07% 81 0 0.0% Q2 2026 Jul 28, 2026
Richard W. Paul & Associates, LLC History No change 184,588 20,332 6.22% 6.22% 82 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 183,058 20,171 0.11% 0.11% 83 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 173,977 19,163 0.16% 0.16% 84 0 0.0% Q2 2026 Jul 27, 2026
Allianz Asset Management GmbH History No change 170,990 18,834 0.02% 0.02% 85 0 0.0% Q2 2026 Sep 02, 2026
Crescent Grove Advisors, LLC History No change 164,622 18,133 1.51% 1.51% 86 0 0.0% Q2 2026 Aug 10, 2026
Financial Partners Group, Inc History No change 159,702 17,591 1.79% 1.79% 87 0 0.0% Q2 2026 Jul 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 154,658 17,035 0.32% 0.32% 88 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 154,119 16,976 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 12, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 153,901 16,952 0.12% 0.12% 90 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 151,715 16,711 0.04% 0.04% 91 0 0.0% Q2 2026 Jul 27, 2026
Savant Capital, LLC History No change 148,121 16,334 0.05% 0.05% 92 0 0.0% Q2 2026 Aug 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 147,513 16,254 0.05% 0.05% 93 0 0.0% Q2 2026 Aug 13, 2026
Global Strategic Investment Solutions, LLC History No change 146,101 16,093 1.43% 1.43% 94 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 141,664 15,604 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 13, 2026
Cosner Financial Group, LLC History No change 141,107 15,542 7.98% 7.98% 96 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History No change 140,385 15,463 0.31% 0.31% 97 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 134,589 14,824 0.15% 0.15% 98 0 0.0% Q2 2026 Jul 28, 2026
Main Street Financial Solutions, LLC History No change 134,115 14,772 0.95% 0.95% 99 0 0.0% Q2 2026 Aug 07, 2026
Carl P. Sherr & Co., LLC History No change 134,098 14,770 6.19% 6.19% 100 0 0.0% Q2 2026 Jul 31, 2026
Keenan, LLC History No change 132,366 14,580 10.3% 10.3% 101 0 0.0% Q2 2026 Aug 07, 2026
ARWA LLC History No change 128,517 14,478 6.01% 6.01% 102 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Advisors, LLC History No change 130,015 14,321 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 12, 2026
Petix & Botte Co History No change 128,789 14,186 2.86% 2.86% 104 0 0.0% Q2 2026 Aug 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 125,306 13,802 0.66% 0.66% 105 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 121,788 13,414 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 115,577 12,730 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 115,040 12,671 0.13% 0.13% 108 0 0.0% Q2 2026 Aug 11, 2026
Weil Company, Inc. History No change 111,888 12,324 2.17% 2.17% 109 0 0.0% Q2 2026 Aug 05, 2026
Roberts Financial Services LLC History No change 111,670 12,300 3.6% 3.6% 110 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 110,696 12,193 0.01% 0.01% 111 0 0.0% Q2 2026 Jul 28, 2026
Lutz Financial Services LLC History No change 110,245 12,143 0.74% 0.74% 112 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 109,887 12,093 0.05% 0.05% 113 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 105,349 11,604 0.08% 0.08% 114 0 0.0% Q2 2026 Sep 08, 2026
IFG Advisory, LLC History No change 105,162 11,583 0.41% 0.41% 115 0 0.0% Q2 2026 Aug 13, 2026
Crestwood Advisors Group, LLC History No change 104,872 11,551 0.17% 0.17% 116 0 0.0% Q2 2026 Aug 03, 2026
Sigma Planning Corp History No change 102,816 11,325 0.29% 0.29% 117 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History No change 101,192 11,146 0.32% 0.32% 118 0 0.0% Q2 2026 Jul 07, 2026
Tortoise Investment Management, LLC History No change 100,080 11,023 0.82% 0.82% 119 0 0.0% Q2 2026 Aug 07, 2026
Alpha Zero LLC History No change 96,604 10,883 4.13% 4.13% 120 0 0.0% Q2 2026 Jul 17, 2026
CIBC Bancorp USA Inc. History No change 96,387 10,617 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 13, 2026
Quent Capital, LLC History No change 96,105 10,585 0.65% 0.65% 122 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 95,713 10,542 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 13, 2026
Gallagher Fiduciary Advisors, LLC History No change 94,711 10,432 0.34% 0.34% 124 0 0.0% Q2 2026 Aug 14, 2026
Financial Council, LLC History No change 90,868 10,009 3.25% 3.25% 125 0 0.0% Q2 2026 Aug 04, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 86,730 9,553 0.18% 0.18% 126 0 0.0% Q2 2026 Aug 04, 2026
Zuckerman Investment Group, LLC History No change 86,389 9,515 0.8% 0.8% 127 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 83,214 9,166 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Foundry Financial Group, Inc. History No change 82,226 9,057 3.92% 3.92% 129 0 0.0% Q2 2026 Jul 22, 2026
Canvas Wealth Advisors, LLC History No change 81,196 8,943 1.25% 1.25% 130 0 0.0% Q2 2026 Jul 10, 2026
Amplius Wealth Advisors, LLC History No change 78,975 8,699 0.64% 0.64% 131 0 0.0% Q2 2026 Jul 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 83,216 8,508 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 77,236 8,507 0.07% 0.07% 133 0 0.0% Q2 2026 Aug 06, 2026
Family Capital Management, Inc. History No change 76,041 8,375 3.25% 3.25% 134 0 0.0% Q2 2026 Jul 31, 2026
Symphony Financial, Ltd. Co. History No change 76,013 8,374 0.92% 0.92% 135 0 0.0% Q2 2026 Aug 03, 2026
HighMark Wealth Management LLC History No change 75,506 8,316 2.79% 2.79% 136 0 0.0% Q2 2026 Aug 12, 2026
MOTIVE WEALTH ADVISORS History No change 75,144 8,277 3.4% 3.4% 137 0 0.0% Q2 2026 Jul 20, 2026
Focus Partners Advisor Solutions, LLC History No change 72,992 8,040 0.07% 0.07% 138 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 71,676 7,896 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 71,180 7,840 0.09% 0.09% 140 0 0.0% Q2 2026 Aug 12, 2026
LEGACY SOLUTIONS, LLC History No change 71,120 7,833 6.34% 6.34% 141 0 0.0% Q2 2026 Jul 06, 2026
INTEGRITY ALLIANCE, LLC. History No change 70,949 7,815 0.24% 0.24% 142 0 0.0% Q2 2026 Jul 31, 2026
Mutual Advisors, LLC History No change 69,391 7,643 0.14% 0.14% 143 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 67,360 7,420 0.29% 0.29% 144 0 0.0% Q2 2026 Aug 17, 2026
Valmark Advisers, Inc. History No change 67,246 7,407 0.08% 0.08% 145 0 0.0% Q2 2026 Aug 06, 2026
Townsend Financial Planning, LLC History No change 66,032 7,273 6.34% 6.34% 146 0 0.0% Q2 2026 Aug 06, 2026
Able Wealth Management LLC History No change 65,508 7,215 1.66% 1.66% 147 0 0.0% Q2 2026 Jul 29, 2026
SAPIENT CAPITAL LLC History No change 65,069 7,167 0.09% 0.09% 148 0 0.0% Q2 2026 Jul 09, 2026
Independence Financial Advisors, LLC History No change 63,795 7,027 1.82% 1.82% 149 0 0.0% Q2 2026 Jul 09, 2026
Arkadios Wealth Advisors History No change 62,727 6,909 0.1% 0.1% 150 0 0.0% Q2 2026 Aug 10, 2026
BEAM WEALTH ADVISORS, INC. History No change 60,856 6,703 1.48% 1.48% 151 0 0.0% Q2 2026 Jul 29, 2026
Columbus Macro, LLC History No change 59,827 6,589 0.64% 0.64% 152 0 0.0% Q2 2026 Jul 22, 2026
STEVENS CAPITAL PARTNERS History No change 58,938 6,492 1.23% 1.23% 153 0 0.0% Q2 2026 Aug 07, 2026
COREPATH WEALTH PARTNERS LLC History No change 57,271 6,349 3.96% 3.96% 154 0 0.0% Q2 2026 Jul 09, 2026
SCS Capital Management LLC History No change 56,387 6,211 0.06% 0.06% 155 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 56,366 6,208 0.07% 0.07% 156 0 0.0% Q2 2026 Aug 12, 2026
Elm Partners Management LLC History No change 55,571 6,121 0.22% 0.22% 157 0 0.0% Q2 2026 Jul 28, 2026
Old Mission Investment Co LLC History No change 55,257 6,086 1.27% 1.27% 158 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 54,741 6,029 0.09% 0.09% 159 0 0.0% Q2 2026 Aug 06, 2026
CAPTRUST FINANCIAL ADVISORS History No change 54,346 5,986 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 52,080 5,736 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 05, 2026
Integrated Advisors Network LLC History No change 51,476 5,670 0.26% 0.26% 162 0 0.0% Q2 2026 Aug 11, 2026
Eley Financial Management, Inc History No change 51,439 5,666 1.83% 1.83% 163 0 0.0% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 50,974 5,614 0.17% 0.17% 164 0 0.0% Q2 2026 Jul 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 50,872 5,603 0.09% 0.09% 165 0 0.0% Q2 2026 Aug 10, 2026
180 WEALTH ADVISORS, LLC History No change 50,297 5,540 0.56% 0.56% 166 0 0.0% Q2 2026 Jul 07, 2026
Perigon Wealth Management, LLC History No change 50,013 5,508 0.09% 0.09% 167 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 49,111 5,430 0.01% 0.01% 168 0 0.0% Q2 2026 Jul 27, 2026
Summit Wealth Partners, LLC History No change 49,048 5,402 0.77% 0.77% 169 0 0.0% Q2 2026 Aug 03, 2026
Variant Private Wealth, LLC History No change 47,616 5,244 5.9% 5.9% 170 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 47,013 5,178 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 12, 2026
Eaton Financial Holdings Company, LLC History No change 46,626 5,135 1.41% 1.41% 172 0 0.0% Q2 2026 Aug 04, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 46,125 5,080 2.51% 2.51% 173 0 0.0% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History No change 45,179 4,976 0.06% 0.06% 174 0 0.0% Q2 2026 Aug 05, 2026
Breakwater Capital Group History No change 44,873 4,942 0.59% 0.59% 175 0 0.0% Q2 2026 Jul 08, 2026
Beacon Pointe Advisors, LLC History No change 44,361 4,886 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 18, 2026
Venturi Wealth Management, LLC History No change 44,127 4,860 0.19% 0.19% 177 0 0.0% Q2 2026 Jul 20, 2026
Towne Trust Company, N.A History No change 43,291 4,768 1.45% 1.45% 178 0 0.0% Q2 2026 Jul 30, 2026
Certified Advisory Corp History No change 42,269 4,655 0.38% 0.38% 179 0 0.0% Q2 2026 Jul 16, 2026
DEUTSCHE BANK AG\ History No change 42,174 4,645 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 07, 2026
Asset Management Group, Inc. History No change 41,777 4,601 0.67% 0.67% 181 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History No change 40,116 4,418 0.09% 0.09% 182 0 0.0% Q2 2026 Jul 30, 2026
Wealth Management Partners, LLC History No change 39,998 4,405 1.04% 1.04% 183 0 0.0% Q2 2026 Jul 22, 2026
IHT Wealth Management, LLC History No change 39,724 4,375 0.09% 0.09% 184 0 0.0% Q2 2026 Aug 14, 2026
Forefront Wealth Partners, LLC History No change 39,329 4,332 1.34% 1.34% 185 0 0.0% Q2 2026 Aug 20, 2026
NORTHERN TRUST CORP History No change 38,824 4,276 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 38,495 4,240 0.05% 0.05% 187 0 0.0% Q2 2026 Aug 03, 2026
M&T BANK CORP History No change 38,345 4,223 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 04, 2026
Diversify Advisory Services, LLC History No change 37,277 4,198 0.07% 0.07% 189 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 37,277 4,198 0.07% 0.07% 190 0 0.0% Q2 2026 Jul 29, 2026
Windward Private Wealth Management Inc. History No change 37,500 4,130 1.32% 1.32% 191 0 0.0% Q2 2026 Aug 04, 2026
EP Wealth Advisors, LLC History No change 37,153 4,092 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 11, 2026
Trek Financial, LLC History No change 36,621 4,033 0.2% 0.2% 193 0 0.0% Q2 2026 Aug 13, 2026
EQUITY INVESTMENT CORP History No change 36,057 3,971 0.08% 0.08% 194 0 0.0% Q2 2026 Aug 07, 2026
Greenline Partners, LLC History No change 35,658 3,927 0.4% 0.4% 195 0 0.0% Q2 2026 Aug 14, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 35,098 3,866 0.16% 0.16% 196 0 0.0% Q2 2026 Jul 27, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 34,118 3,758 1.88% 1.88% 197 0 0.0% Q2 2026 Aug 12, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 33,901 3,734 0.96% 0.96% 198 0 0.0% Q2 2026 Aug 07, 2026
Geneos Wealth Management Inc. History No change 33,883 3,732 0.08% 0.08% 199 0 0.0% Q2 2026 Aug 06, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 31,906 3,514 0.45% 0.45% 200 0 0.0% Q2 2026 Aug 25, 2026
CATALYST PRIVATE WEALTH, LLC History No change 31,393 3,457 1.67% 1.67% 201 0 0.0% Q2 2026 Jul 21, 2026
Family Manage LLC History No change 31,284 3,445 0.35% 0.35% 202 0 0.0% Q2 2026 Aug 14, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 30,945 3,408 0.54% 0.54% 203 0 0.0% Q2 2026 Jul 23, 2026
HighPoint Advisor Group LLC History No change 29,610 3,261 0.11% 0.11% 204 0 0.0% Q2 2026 Aug 05, 2026
ATLAS CAPITAL ADVISORS INC. History No change 29,547 3,254 0.36% 0.36% 205 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 28,904 3,183 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 11, 2026
Guidance Point Advisors, LLC History No change 28,606 3,151 0.67% 0.67% 207 0 0.0% Q2 2026 Jul 31, 2026
Steward Partners Investment Advisory, LLC History No change 28,364 3,124 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 13, 2026
Apollon Financial, LLC History No change 27,987 3,082 0.36% 0.36% 209 0 0.0% Q2 2026 Jul 22, 2026
NewEdge Wealth, LLC History No change 27,969 3,080 0.03% 0.03% 210 0 0.0% Q2 2026 Aug 10, 2026
Eagle Strategies LLC History No change 27,887 3,071 0.31% 0.31% 211 0 0.0% Q2 2026 Jul 21, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 27,648 3,045 1.82% 1.82% 212 0 0.0% Q2 2026 Jul 29, 2026
RWA WEALTH PARTNERS, LLC History No change 27,415 3,019 0.03% 0.03% 213 0 0.0% Q2 2026 Aug 07, 2026
ZWJ INVESTMENT COUNSEL INC History No change 27,343 3,011 0.1% 0.1% 214 0 0.0% Q2 2026 Jul 16, 2026
VestGen Advisors, LLC History No change 27,135 2,988 0.09% 0.09% 215 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 27,058 2,980 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 27,020 2,976 0.02% 0.02% 217 0 0.0% Q2 2026 Jul 17, 2026
Valpey Financial Services, LLC History No change 26,960 2,969 1.77% 1.77% 218 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 26,936 2,966 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 26,701 2,941 0.03% 0.03% 220 0 0.0% Q2 2026 Jul 22, 2026
Sterling Wealth Management, Inc. History No change 26,258 2,892 0.72% 0.72% 221 0 0.0% Q2 2026 Jul 30, 2026
17 CAPITAL PARTNERS, LLC History No change 26,157 2,881 1.3% 1.3% 222 0 0.0% Q2 2026 Aug 06, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 25,920 2,855 0.28% 0.28% 223 0 0.0% Q2 2026 Jul 22, 2026
General Partner, Inc. History No change 25,634 2,823 1.52% 1.52% 224 0 0.0% Q2 2026 Jul 06, 2026
PRIVATE TRUST CO NA History No change 25,390 2,796 0.22% 0.22% 225 0 0.0% Q2 2026 Jul 28, 2026
HARBOUR INVESTMENTS, INC. History No change 25,147 2,769 0.04% 0.04% 226 0 0.0% Q2 2026 Aug 12, 2026
Silver Lake Advisory, LLC History No change 24,836 2,735 0.98% 0.98% 227 0 0.0% Q2 2026 Jul 24, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 24,500 2,698 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 13, 2026
Life Planning Partners, Inc History No change 24,491 2,697 2.0% 2.0% 229 0 0.0% Q2 2026 Jul 21, 2026
Regal Investment Advisors LLC History No change 24,218 2,667 0.14% 0.14% 230 0 0.0% Q2 2026 Aug 14, 2026
MFA Wealth Services History No change 24,157 2,660 1.59% 1.59% 231 0 0.0% Q2 2026 Jul 21, 2026
Wealth Advisors of Iowa, LLC History No change 23,953 2,638 0.71% 0.71% 232 0 0.0% Q2 2026 Jul 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 23,363 2,573 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 23,173 2,552 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 23,146 2,549 0.44% 0.44% 235 0 0.0% Q2 2026 Aug 14, 2026
XY Planning Network, Inc. History No change 22,487 2,476 0.31% 0.31% 236 0 0.0% Q2 2026 Jul 14, 2026
MATAURO, LLC History No change 22,319 2,458 0.32% 0.32% 237 0 0.0% Q2 2026 Jul 21, 2026
CAHILL FINANCIAL ADVISORS INC History No change 22,152 2,440 0.23% 0.23% 238 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 21,952 2,419 0.04% 0.04% 239 0 0.0% Q2 2026 Jul 15, 2026
Caprock Group, LLC History No change 21,771 2,398 0.05% 0.05% 240 0 0.0% Q2 2026 Jul 27, 2026
Western Wealth Management, LLC History No change 21,166 2,331 0.08% 0.08% 241 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 20,932 2,305 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 03, 2026
Legacy Financial Strategies, LLC History No change 20,721 2,282 0.35% 0.35% 243 0 0.0% Q2 2026 Jul 21, 2026
Quantinno Capital Management LP History No change 20,668 2,276 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 13, 2026
Drake & Associates, LLC History No change 20,238 2,229 0.38% 0.38% 245 0 0.0% Q2 2026 Aug 10, 2026
Denver PWM, LLC History No change 19,221 2,217 0.73% 0.73% 246 0 0.0% Q2 2026 Aug 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 19,889 2,190 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 14, 2026
Joule Financial, LLC History No change 19,474 2,145 0.58% 0.58% 248 0 0.0% Q2 2026 Jul 15, 2026
NWF Advisory Services Inc. History No change 19,472 2,144 0.2% 0.2% 249 0 0.0% Q2 2026 Jul 29, 2026
Next Capital Management LLC History No change 19,159 2,110 0.57% 0.57% 250 0 0.0% Q2 2026 Aug 03, 2026
First Heartland Consultants, Inc. History No change 19,105 2,104 0.14% 0.14% 251 0 0.0% Q2 2026 Jul 08, 2026
D. E. Shaw & Co., Inc. History No change 18,693 2,059 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 18,661 2,055 0.09% 0.09% 253 0 0.0% Q2 2026 Aug 05, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 18,351 2,021 0.2% 0.2% 254 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 18,290 2,014 0.02% 0.02% 255 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 18,219 2,006 0.1% 0.1% 256 0 0.0% Q2 2026 Jul 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 17,969 1,979 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 17,561 1,934 0.1% 0.1% 258 0 0.0% Q2 2026 Jul 16, 2026
TL Private Wealth History No change 17,105 1,912 0.7% 0.7% 259 0 0.0% Q2 2026 Jul 08, 2026
BESSEMER GROUP INC History No change 16,756 1,845 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 12, 2026
UPTICK PARTNERS, LLC History No change 16,398 1,806 0.28% 0.28% 261 0 0.0% Q2 2026 Aug 10, 2026
TriaGen Wealth Management LLC History No change 16,304 1,795 0.45% 0.45% 262 0 0.0% Q2 2026 Jul 21, 2026
MFA WEALTH ADVISORS, LLC History No change 16,244 1,789 0.3% 0.3% 263 0 0.0% Q2 2026 Jul 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 16,241 1,788 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 15,964 1,758 0.12% 0.12% 265 0 0.0% Q2 2026 Aug 04, 2026
WJ Wealth Management, LLC History No change 15,956 1,757 0.69% 0.69% 266 0 0.0% Q2 2026 Aug 03, 2026
Sovereign Financial Group, Inc. History No change 15,900 1,751 0.27% 0.27% 267 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History No change 15,736 1,733 0.03% 0.03% 268 0 0.0% Q2 2026 Jul 31, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 15,307 1,712 0.55% 0.55% 269 0 0.0% Q2 2026 Jul 23, 2026
Traub Capital Management LLC History No change 15,284 1,683 1.5% 1.5% 270 0 0.0% Q2 2026 Jul 23, 2026
Waverly Advisors, LLC History No change 15,165 1,670 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 15,080 1,661 0.01% 0.01% 272 0 0.0% Q2 2026 Jul 20, 2026
Soltis Investment Advisors LLC History No change 14,901 1,641 0.09% 0.09% 273 0 0.0% Q2 2026 Jul 31, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 14,756 1,625 0.21% 0.21% 274 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 14,742 1,623 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 14,527 1,600 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 11, 2026
Ipswich Investment Management Co., Inc. History No change 14,365 1,582 0.33% 0.33% 277 0 0.0% Q2 2026 Jul 16, 2026
One Day In July LLC History No change 14,094 1,552 0.11% 0.11% 278 0 0.0% Q2 2026 Aug 03, 2026
Cambria Investment Management, L.P. History No change 14,000 1,542 0.08% 0.08% 279 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 14,000 1,542 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 13,993 1,541 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 13,624 1,500 0.05% 0.05% 282 0 0.0% Q2 2026 Jul 13, 2026
Inspire Advisors, LLC History No change 13,363 1,471 0.1% 0.1% 283 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 13,310 1,466 0.3% 0.3% 284 0 0.0% Q2 2026 Jul 23, 2026
Endowment Wealth Management, Inc. History No change 13,299 1,464 0.57% 0.57% 285 0 0.0% Q2 2026 Aug 05, 2026
Boyd Wealth Management, LLC History No change 13,275 1,462 0.55% 0.55% 286 0 0.0% Q2 2026 Jul 16, 2026
SYON CAPITAL LLC History No change 13,239 1,458 0.06% 0.06% 287 0 0.0% Q2 2026 Aug 14, 2026
RIK SAYLOR FINANCIAL, INC. History No change 13,151 1,448 0.96% 0.96% 288 0 0.0% Q2 2026 Aug 05, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 13,073 1,440 0.46% 0.46% 289 0 0.0% Q2 2026 Jul 17, 2026
Carr Financial Group Corp History No change 12,667 1,395 0.32% 0.32% 290 0 0.0% Q2 2026 Aug 06, 2026
1900 WEALTH MANAGEMENT LLC History No change 12,639 1,392 0.08% 0.08% 291 0 0.0% Q2 2026 Aug 04, 2026
Tennessee Valley Asset Management Partners History No change 12,557 1,383 0.15% 0.15% 292 0 0.0% Q2 2026 Aug 10, 2026
Point72 Asset Management, L.P. History No change 12,551 1,382 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 14, 2026
Prism Planning Partners LLC History No change 12,340 1,359 1.44% 1.44% 294 0 0.0% Q2 2026 Jul 23, 2026
Wealthquest Corp History No change 12,187 1,342 0.08% 0.08% 295 0 0.0% Q2 2026 Jul 23, 2026
Narus Financial Partners, LLC History No change 12,175 1,341 0.34% 0.34% 296 0 0.0% Q2 2026 Jul 31, 2026
POTENTIA WEALTH History No change 12,173 1,340 0.55% 0.55% 297 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History No change 12,117 1,334 0.02% 0.02% 298 0 0.0% Q2 2026 Jul 15, 2026
Perennial Investment Advisors, LLC History No change 12,108 1,333 0.09% 0.09% 299 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 12,006 1,322 0.02% 0.02% 300 0 0.0% Q2 2026 Aug 18, 2026
American State Bank (Iowa) History No change 11,979 1,319 0.54% 0.54% 301 0 0.0% Q2 2026 Jul 09, 2026
GC Wealth Management RIA, LLC History No change 11,876 1,308 0.08% 0.08% 302 0 0.0% Q2 2026 Jul 16, 2026
Brickley Wealth Management History No change 11,806 1,300 0.19% 0.19% 303 0 0.0% Q2 2026 Jul 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 11,801 1,299 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 13, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 11,722 1,291 0.35% 0.35% 305 0 0.0% Q2 2026 Jul 23, 2026
VERUS CAPITAL PARTNERS, LLC History No change 11,486 1,265 0.07% 0.07% 306 0 0.0% Q2 2026 Aug 06, 2026
Argent Trust Co History No change 11,412 1,257 0.04% 0.04% 307 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 11,349 1,250 0.01% 0.01% 308 0 0.0% Q2 2026 Jul 29, 2026
Eldridge Investment Advisors, Inc. History No change 11,109 1,223 0.24% 0.24% 309 0 0.0% Q2 2026 Aug 10, 2026
Occidental Asset Management, LLC History No change 11,042 1,216 0.12% 0.12% 310 0 0.0% Q2 2026 Aug 07, 2026
CFO4Life Group, LLC History No change 10,996 1,211 0.16% 0.16% 311 0 0.0% Q2 2026 Aug 12, 2026
Pure Financial Advisors, LLC History No change 10,713 1,180 0.02% 0.02% 312 0 0.0% Q2 2026 Aug 14, 2026
WHITE PINE CAPITAL LLC History No change 10,661 1,174 0.28% 0.28% 313 0 0.0% Q2 2026 Aug 05, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History No change 4,187 1,169 0.65% 0.65% 314 0 0.0% Q2 2026 Aug 27, 2026
Stratos Wealth Advisors, LLC History No change 10,360 1,141 0.06% 0.06% 315 0 0.0% Q2 2026 Aug 11, 2026
Sound Income Strategies, LLC History No change 10,357 1,140 0.05% 0.05% 316 0 0.0% Q2 2026 Jul 20, 2026
Total Clarity Wealth Management, Inc. History No change 10,134 1,116 0.22% 0.22% 317 0 0.0% Q2 2026 Jul 23, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 10,053 1,107 0.14% 0.14% 318 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 10,055 1,107 0.02% 0.02% 319 0 0.0% Q2 2026 Aug 11, 2026
ELEVATE WEALTH ADVISORY, INC History No change 9,772 1,076 0.61% 0.61% 320 0 0.0% Q2 2026 Aug 14, 2026
R. W. Roge & Company, Inc. History No change 9,677 1,065 0.45% 0.45% 321 0 0.0% Q2 2026 Jul 31, 2026
Verity Asset Management, Inc. History No change 9,629 1,060 0.4% 0.4% 322 0 0.0% Q2 2026 Aug 13, 2026
Lansing Street Advisors History No change 9,561 1,053 0.22% 0.22% 323 0 0.0% Q2 2026 Jul 24, 2026
Riverwater Partners LLC History No change 9,463 1,042 0.31% 0.31% 324 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 9,414 1,036 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 9,391 1,034 0.05% 0.05% 326 0 0.0% Q2 2026 Jul 10, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 9,193 1,012 0.21% 0.21% 327 0 0.0% Q2 2026 Jul 02, 2026
Wall Capital Group, Inc. History No change 9,161 1,009 0.83% 0.83% 328 0 0.0% Q2 2026 Jul 24, 2026
World Investment Advisors History No change 9,856 1,007 0.02% 0.02% 329 0 0.0% Q2 2026 Aug 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 9,147 1,007 0.1% 0.1% 330 0 0.0% Q2 2026 Sep 02, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 9,022 993 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 15, 2026
ERn Financial, LLC History No change 8,851 974 0.16% 0.16% 332 0 0.0% Q2 2026 Jul 23, 2026
USAdvisors Wealth Management, LLC History No change 8,780 967 0.28% 0.28% 333 0 0.0% Q2 2026 Jul 29, 2026
Robertson Stephens Wealth Management, LLC History No change 8,734 962 0.02% 0.02% 334 0 0.0% Q2 2026 Jul 29, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 8,720 960 0.1% 0.1% 335 0 0.0% Q2 2026 Jul 27, 2026
NWAM LLC History No change 8,689 957 0.05% 0.05% 336 0 0.0% Q2 2026 Jul 23, 2026
COMMERCE BANK History No change 8,613 948 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 12, 2026
Grey Fox Wealth Advisors, LLC History No change 8,605 947 0.15% 0.15% 338 0 0.0% Q2 2026 Jul 17, 2026
MONECO ADVISORS, LLC History No change 8,544 941 0.06% 0.06% 339 0 0.0% Q2 2026 Aug 11, 2026
Patten Group, Inc. History No change 8,537 940 0.15% 0.15% 340 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY ADVISORS, INC. History No change 8,316 915 0.62% 0.62% 341 0 0.0% Q2 2026 Jul 24, 2026
Empirical Asset Management, LLC History No change 8,283 912 0.21% 0.21% 342 0 0.0% Q2 2026 Aug 10, 2026
Per Stirling Capital Management, LLC. History No change 8,108 893 0.08% 0.08% 343 0 0.0% Q2 2026 Aug 14, 2026
William Howard & Co Financial Advisors Inc History No change 8,056 887 0.69% 0.69% 344 0 0.0% Q2 2026 Jul 09, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 8,030 884 0.95% 0.95% 345 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 7,963 877 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 11, 2026
Pathstone Holdings, LLC History No change 7,866 866 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 7,836 863 0.21% 0.21% 348 0 0.0% Q2 2026 Aug 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 7,833 862 0.11% 0.11% 349 0 0.0% Q2 2026 Jul 13, 2026
Beirne Wealth Consulting Services, LLC History No change 7,807 860 0.17% 0.17% 350 0 0.0% Q2 2026 Jul 15, 2026
Diversified Enterprises, LLC History No change 7,753 854 0.04% 0.04% 351 0 0.0% Q2 2026 Jul 31, 2026
D.A. DAVIDSON & CO. History No change 7,724 850 0.0% 0.0% 352 0 0.0% Q2 2026 Jul 24, 2026
Savvy Advisors, Inc. History No change 7,722 850 0.02% 0.02% 353 0 0.0% Q2 2026 Aug 03, 2026
Innovative Wealth Building LLC History No change 7,696 847 0.49% 0.49% 354 0 0.0% Q2 2026 Jul 23, 2026
Hoxton Planning & Management, LLC History No change 7,626 840 0.22% 0.22% 355 0 0.0% Q2 2026 Jul 16, 2026
WHITTIER TRUST CO History No change 7,498 839 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 27, 2026
Interchange Capital Partners, LLC History No change 7,622 839 0.16% 0.16% 357 0 0.0% Q2 2026 Jul 20, 2026
Gladstone Institutional Advisory LLC History No change 7,504 826 0.03% 0.03% 358 0 0.0% Q2 2026 Jul 27, 2026
CALTON & ASSOCIATES, INC. History No change 7,486 824 0.12% 0.12% 359 0 0.0% Q2 2026 Aug 10, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 7,415 816 0.06% 0.06% 360 0 0.0% Q2 2026 Aug 03, 2026
Tower Research Capital LLC (TRC) History No change 7,346 809 0.02% 0.02% 361 0 0.0% Q2 2026 Aug 11, 2026
Prime Capital Investment Advisors, LLC History No change 7,332 807 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 05, 2026
Berman McAleer LLC History No change 7,308 804 0.09% 0.09% 363 0 0.0% Q2 2026 Jul 16, 2026
Essex Bank History No change 7,289 802 0.17% 0.17% 364 0 0.0% Q2 2026 Jul 23, 2026
CHOREO, LLC History No change 7,131 785 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 7,134 785 0.01% 0.01% 366 0 0.0% Q2 2026 Jul 28, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 7,036 775 0.03% 0.03% 367 0 0.0% Q2 2026 Aug 13, 2026
One Charles Private Wealth Services, LLC History No change 6,995 770 0.18% 0.18% 368 0 0.0% Q2 2026 Jul 15, 2026
Trust Point Inc. History No change 6,958 766 0.07% 0.07% 369 0 0.0% Q2 2026 Jul 08, 2026
Firestone Capital Management History No change 6,942 764 0.14% 0.14% 370 0 0.0% Q2 2026 Jul 31, 2026
Sachetta, LLC History No change 6,880 757 0.37% 0.37% 371 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 6,857 755 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 6,804 749 0.03% 0.03% 373 0 0.0% Q2 2026 Jul 21, 2026
Barnes Wealth Management Group, Inc History No change 6,800 749 0.35% 0.35% 374 0 0.0% Q2 2026 Jul 24, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 6,795 748 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 10, 2026
Qube Research & Technologies Ltd History No change 6,694 737 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 6,660 733 0.04% 0.04% 377 0 0.0% Q2 2026 Jul 15, 2026
TRUE Private Wealth Advisors History No change 6,650 732 0.06% 0.06% 378 0 0.0% Q2 2026 Jul 23, 2026
COFG Advisors, LLC History No change 6,650 732 0.13% 0.13% 379 0 0.0% Q2 2026 Aug 14, 2026
XML Financial, LLC History No change 6,624 729 0.05% 0.05% 380 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 6,525 718 0.04% 0.04% 381 0 0.0% Q2 2026 Aug 10, 2026
Essex Financial Services, Inc. History No change 6,507 716 0.04% 0.04% 382 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 6,506 716 0.01% 0.01% 383 0 0.0% Q2 2026 Jul 28, 2026
MISSION WEALTH MANAGEMENT, LP History No change 6,449 710 0.01% 0.01% 384 0 0.0% Q2 2026 Jul 20, 2026
Dorsey & Whitney Trust CO LLC History No change 6,343 698 0.03% 0.03% 385 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Financial Group History No change 6,310 694 0.52% 0.52% 386 0 0.0% Q2 2026 Jul 27, 2026
BRIGHTON JONES LLC History No change 6,289 692 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 11, 2026
Cascade Financial Partners, LLC History No change 6,233 686 0.06% 0.06% 388 0 0.0% Q2 2026 Aug 04, 2026
Prospect Financial Services LLC History No change 6,184 681 0.34% 0.34% 389 0 0.0% Q2 2026 Aug 06, 2026
REGIMEN WEALTH, LLC History No change 6,154 677 0.18% 0.18% 390 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 6,106 672 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 06, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,989 659 0.01% 0.01% 392 0 0.0% Q2 2026 Sep 23, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 5,971 657 0.07% 0.07% 393 0 0.0% Q2 2026 Jul 16, 2026
Roble, Belko & Company, Inc History No change 5,864 646 0.07% 0.07% 394 0 0.0% Q2 2026 Jul 24, 2026
BIP Wealth, LLC History No change 5,829 642 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 03, 2026
Simplicity Wealth,LLC History No change 5,805 639 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 06, 2026
GERMAN AMERICAN BANCORP, INC. History No change 5,792 637 0.05% 0.05% 397 0 0.0% Q2 2026 Aug 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 5,767 635 0.01% 0.01% 398 0 0.0% Q2 2026 Jul 14, 2026
BROWN ADVISORY INC History No change 5,719 629 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 5,713 629 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 07, 2026
Facet Wealth, Inc. History No change 5,596 616 0.01% 0.01% 401 0 0.0% Q2 2026 Jul 27, 2026
Annex Advisory Services, LLC History No change 5,583 614 0.01% 0.01% 402 0 0.0% Q2 2026 Jul 10, 2026
Meridian Wealth Management, LLC History No change 5,579 614 0.02% 0.02% 403 0 0.0% Q2 2026 Aug 05, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 5,577 614 0.12% 0.12% 404 0 0.0% Q2 2026 Aug 13, 2026
Hobbs Group Advisors, LLC History No change 5,483 603 0.16% 0.16% 405 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Financial Group, LLC History No change 5,476 603 0.19% 0.19% 406 0 0.0% Q2 2026 Jul 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 5,453 600 0.09% 0.09% 407 0 0.0% Q2 2026 Jul 22, 2026
VANGUARD ADVISERS INC History No change 5,434 598 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 13, 2026
Waterloo Capital, L.P. History No change 5,424 597 0.03% 0.03% 409 0 0.0% Q2 2026 Jul 29, 2026
MAI Capital Management History No change 5,401 594 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 14, 2026
Beaumont Financial Advisors, LLC History No change 5,385 593 0.04% 0.04% 411 0 0.0% Q2 2026 Aug 04, 2026
Ketron Financial History No change 5,368 591 0.18% 0.18% 412 0 0.0% Q2 2026 Aug 05, 2026
AWM CAPITAL, LLC History No change 5,354 589 0.05% 0.05% 413 0 0.0% Q2 2026 Jul 31, 2026
ZENITH SOLUTIONS, INC. History No change 5,330 587 0.53% 0.53% 414 0 0.0% Q2 2026 Aug 03, 2026
AE Wealth Management LLC History No change 5,302 584 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 03, 2026
FORTE ASSET MANAGEMENT LLC History No change 5,288 582 0.24% 0.24% 416 0 0.0% Q2 2026 Jul 21, 2026
Cyndeo Wealth Partners, LLC History No change 5,234 576 0.03% 0.03% 417 0 0.0% Q2 2026 Jul 21, 2026
LaSalle St. Investment Advisors, LLC History No change 5,233 576 0.07% 0.07% 418 0 0.0% Q2 2026 Aug 11, 2026
GWN SECURITIES INC. History No change 5,198 572 0.1% 0.1% 419 0 0.0% Q2 2026 Aug 05, 2026
Premier Path Wealth Partners, LLC History No change 5,191 571 0.07% 0.07% 420 0 0.0% Q2 2026 Jul 21, 2026
Indivisible Partners History No change 5,179 570 0.03% 0.03% 421 0 0.0% Q2 2026 Aug 04, 2026
PGIM Custom Harvest LLC History No change 5,153 567 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 13, 2026
SWEENEY & MICHEL, LLC History No change 4,970 567 0.15% 0.15% 423 0 0.0% Q2 2026 Aug 10, 2026
BTC Capital Management, Inc. History No change 5,140 566 0.03% 0.03% 424 0 0.0% Q2 2026 Jul 16, 2026
Retirement Management Systems Inc. History No change 5,144 566 0.12% 0.12% 425 0 0.0% Q2 2026 Jul 21, 2026
Invariant Investment Management History No change 5,032 563 0.33% 0.33% 426 0 0.0% Q2 2026 Jul 08, 2026
United Advisor Group, LLC History No change 5,109 562 0.06% 0.06% 427 0 0.0% Q2 2026 Jul 29, 2026
Unique Wealth Strategies, LLC History No change 5,052 556 0.2% 0.2% 428 0 0.0% Q2 2026 Jul 15, 2026
Monument Capital Management History No change 5,036 554 0.11% 0.11% 429 0 0.0% Q2 2026 Jul 22, 2026
ASSETMARK, INC History No change 4,959 546 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 30, 2026
BECKER CAPITAL MANAGEMENT INC History No change 4,948 545 0.01% 0.01% 431 0 0.0% Q2 2026 Jul 31, 2026
SYM FINANCIAL Corp History No change 4,862 535 0.04% 0.04% 432 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4,761 532 0.01% 0.01% 433 0 0.0% Q2 2026 Jul 27, 2026
Mascoma Wealth Management LLC History No change 4,811 529 0.1% 0.1% 434 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 4,615 525 0.06% 0.06% 435 0 0.0% Q2 2026 Aug 12, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 4,728 520 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 4,698 517 0.13% 0.13% 437 0 0.0% Q2 2026 Jul 21, 2026
Burk Holdings LLC History No change 4,621 509 0.19% 0.19% 438 0 0.0% Q2 2026 Aug 12, 2026
CIM, LLC History No change 4,603 507 0.07% 0.07% 439 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 4,602 506 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 05, 2026
Cutler Capital Management, LLC History No change 4,550 501 0.13% 0.13% 441 0 0.0% Q2 2026 Aug 14, 2026
Investment Advisory Group, LLC History No change 4,547 500 0.11% 0.11% 442 0 0.0% Q2 2026 Aug 06, 2026
Redwood Financial Network Corp History No change 4,542 500 0.28% 0.28% 443 0 0.0% Q2 2026 Aug 07, 2026
Choate Investment Advisors History No change 4,500 495 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 11, 2026
FourThought Financial Partners, LLC History No change 4,484 493 0.04% 0.04% 445 0 0.0% Q2 2026 Aug 12, 2026
Y-Intercept (Hong Kong) Ltd History No change 4,456 490 0.01% 0.01% 446 0 0.0% Q2 2026 Jul 13, 2026
Bright Futures Wealth Management, LLC. History No change 4,452 490 0.32% 0.32% 447 0 0.0% Q2 2026 Jul 24, 2026
Verdence Capital Advisors LLC History No change 4,431 488 0.03% 0.03% 448 0 0.0% Q2 2026 Jul 29, 2026
NORDEN GROUP LLC History No change 4,422 487 0.04% 0.04% 449 0 0.0% Q2 2026 Jul 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 4,389 483 0.02% 0.02% 450 0 0.0% Q2 2026 Jul 27, 2026
Sovran Advisors, LLC History No change 4,256 483 0.04% 0.04% 451 0 0.0% Q2 2026 Jul 29, 2026
BANK OF MONTREAL /CAN/ History No change 4,382 482 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 4,353 479 0.03% 0.03% 453 0 0.0% Q2 2026 Jul 30, 2026
Vigil Wealth Management, LLC History No change 4,298 473 0.34% 0.34% 454 0 0.0% Q2 2026 Aug 05, 2026
Bellecapital International Ltd. History No change 4,291 472 0.08% 0.08% 455 0 0.0% Q2 2026 Jul 22, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 4,294 472 0.2% 0.2% 456 0 0.0% Q2 2026 Jul 20, 2026
Csenge Advisory Group History No change 4,282 471 0.02% 0.02% 457 0 0.0% Q2 2026 Aug 10, 2026
Global Assets Advisory, LLC History No change 4,244 470 0.1% 0.1% 458 0 0.0% Q2 2026 Jul 27, 2026
Good Harbor Advisors, Inc. History No change 4,241 467 0.46% 0.46% 459 0 0.0% Q2 2026 Jul 17, 2026
Ellis Investment Partners, LLC History No change 4,230 466 0.07% 0.07% 460 0 0.0% Q2 2026 Aug 05, 2026
Claro Advisors Inc. History No change 4,219 464 0.05% 0.05% 461 0 0.0% Q2 2026 Jul 30, 2026
TFR Capital, LLC. History No change 4,217 464 0.13% 0.13% 462 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 4,200 462 0.0% 0.0% 463 0 0.0% Q2 2026 Sep 02, 2026
Collier Financial History No change 4,202 462 0.32% 0.32% 464 0 0.0% Q2 2026 Jul 30, 2026
Tidal Investments LLC History No change 4,188 461 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 4,187 461 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 4,122 455 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 28, 2026
Zhang Financial LLC History No change 4,121 453 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 30, 2026
WESBANCO BANK INC History No change 4,112 452 0.01% 0.01% 469 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 4,095 451 0.02% 0.02% 470 0 0.0% Q2 2026 Jul 27, 2026
STEPHENS INC /AR/ History No change 4,086 450 0.01% 0.01% 471 0 0.0% Q2 2026 Jul 29, 2026
VICTORY FINANCIAL GROUP, LLC History No change 4,094 450 0.05% 0.05% 472 0 0.0% Q2 2026 Jul 28, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,072 448 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 10, 2026
MCF Advisors LLC History No change 4,041 445 0.02% 0.02% 474 0 0.0% Q2 2026 Aug 12, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 4,004 441 0.09% 0.09% 475 0 0.0% Q2 2026 Jul 17, 2026
JMG Financial Group, Ltd. History No change 4,001 440 0.01% 0.01% 476 0 0.0% Q2 2026 Jul 31, 2026
Intrua Financial, LLC History No change 3,998 440 0.04% 0.04% 477 0 0.0% Q2 2026 Jul 24, 2026
Bedel Financial Consulting, Inc. History No change 3,976 437 0.04% 0.04% 478 0 0.0% Q2 2026 Jul 29, 2026
Financial Planning Hawaii, Inc. History No change 3,966 436 0.23% 0.23% 479 0 0.0% Q2 2026 Jul 23, 2026
SeaCrest Wealth Management, LLC History No change 3,937 433 0.05% 0.05% 480 0 0.0% Q2 2026 Jul 09, 2026
McGowan Group Asset Management, Inc. History No change 3,923 432 0.05% 0.05% 481 0 0.0% Q2 2026 Aug 12, 2026
Bank of Marin History No change 3,922 432 0.3% 0.3% 482 0 0.0% Q2 2026 Aug 13, 2026
MMBG INVESTMENT ADVISORS CO. History No change 3,919 431 0.03% 0.03% 483 0 0.0% Q2 2026 Aug 10, 2026
PATTEN & PATTEN INC/TN History No change 3,905 430 0.02% 0.02% 484 0 0.0% Q2 2026 Aug 05, 2026
Beck Bode, LLC History No change 3,887 428 0.06% 0.06% 485 0 0.0% Q2 2026 Aug 13, 2026
American Trust History No change 3,894 428 0.03% 0.03% 486 0 0.0% Q2 2026 Aug 14, 2026
TritonPoint Partners, LLC History No change 3,879 427 0.04% 0.04% 487 0 0.0% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History No change 3,847 423 0.02% 0.02% 488 0 0.0% Q2 2026 Jul 24, 2026
Valeo Financial Advisors, LLC History No change 3,833 422 0.01% 0.01% 489 0 0.0% Q2 2026 Jul 08, 2026
RDA Financial Network History No change 3,830 421 0.09% 0.09% 490 0 0.0% Q2 2026 Jul 06, 2026
Avestar Capital, LLC History No change 3,818 420 0.02% 0.02% 491 0 0.0% Q2 2026 Jul 29, 2026
Melone Private Wealth, LLC History No change 3,808 419 0.16% 0.16% 492 0 0.0% Q2 2026 Jul 09, 2026
FF Advisors,LLC History No change 3,772 415 0.16% 0.16% 493 0 0.0% Q2 2026 Jul 29, 2026
Palogic Value Management, L.P. History No change 3,739 411 0.14% 0.14% 494 0 0.0% Q2 2026 Aug 14, 2026
Peak Retirement Planning, Inc. History No change 3,730 410 0.06% 0.06% 495 0 0.0% Q2 2026 Aug 10, 2026
COZAD ASSET MANAGEMENT INC History No change 3,711 408 0.03% 0.03% 496 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 3,560 407 0.12% 0.12% 497 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 3,703 407 0.03% 0.03% 498 0 0.0% Q2 2026 Jul 14, 2026
Colonial Trust Co / SC History No change 3,689 406 0.05% 0.05% 499 0 0.0% Q2 2026 Aug 11, 2026
Braeburn Wealth Management LLC History No change 3,659 402 0.17% 0.17% 500 0 0.0% Q2 2026 Jul 21, 2026
CreativeOne Wealth, LLC History No change 3,630 399 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 13, 2026
Lauterbach Financial Advisors, LLC History No change 3,623 399 0.17% 0.17% 502 0 0.0% Q2 2026 Jul 27, 2026
WEALTH ALLIANCE, LLC History No change 3,571 393 0.03% 0.03% 503 0 0.0% Q2 2026 Aug 11, 2026
Greenspring Advisors, LLC History No change 3,573 393 0.02% 0.02% 504 0 0.0% Q2 2026 Aug 11, 2026
FLAGSTAR SECURITIES, INC History No change 3,512 386 0.12% 0.12% 505 0 0.0% Q2 2026 Jul 15, 2026
Compass Ion Advisors, LLC History No change 3,513 386 0.03% 0.03% 506 0 0.0% Q2 2026 Aug 12, 2026
Alliance Wealth Advisors, LLC History No change 3,473 382 0.12% 0.12% 507 0 0.0% Q2 2026 Jul 09, 2026
SFG Wealth Management, LLC. History No change 3,471 382 0.14% 0.14% 508 0 0.0% Q2 2026 Jul 22, 2026
SCOTIA CAPITAL INC. History No change 3,434 378 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 11, 2026
Christensen, King & Associates Investment Services, Inc. History No change 3,383 372 0.15% 0.15% 510 0 0.0% Q2 2026 Jul 14, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 3,376 371 0.14% 0.14% 511 0 0.0% Q2 2026 Jul 09, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,338 367 0.01% 0.01% 512 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF VERMONT History No change 3,334 367 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 07, 2026
Aerodigm Wealth, LLC History No change 3,320 365 0.12% 0.12% 514 0 0.0% Q2 2026 Aug 04, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 3,297 363 0.04% 0.04% 515 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 3,303 363 0.03% 0.03% 516 0 0.0% Q2 2026 Aug 07, 2026
Fiduciary Alliance LLC History No change 3,284 361 0.02% 0.02% 517 0 0.0% Q2 2026 Jul 20, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 3,254 358 0.02% 0.02% 518 0 0.0% Q2 2026 Jul 23, 2026
BankPlus Trust Department History No change 3,236 356 0.08% 0.08% 519 0 0.0% Q2 2026 Jul 28, 2026
Kroeger Financial Partners History No change 3,222 354 0.34% 0.34% 520 0 0.0% Q2 2026 Jul 27, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 3,209 353 0.02% 0.02% 521 0 0.0% Q2 2026 Jul 24, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 3,193 351 0.05% 0.05% 522 0 0.0% Q2 2026 Jul 30, 2026
CX Institutional History Added to 3,156 348 0.01% 0.01% 523 +48 1.54% Q3 2026 Oct 02, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,165 348 0.04% 0.04% 524 0 0.0% Q2 2026 Jul 09, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 3,150 346 0.17% 0.17% 525 0 0.0% Q2 2026 Aug 05, 2026
Garrett Wealth Advisory Group, LLC History No change 3,133 345 0.05% 0.05% 526 0 0.0% Q2 2026 Aug 04, 2026
Neuberger Berman Group LLC History No change 3,124 344 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 3,092 340 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 30, 2026
Founders Financial Alliance, LLC History No change 3,090 340 0.05% 0.05% 529 0 0.0% Q2 2026 Aug 04, 2026
SC&H Financial Advisors, Inc. History No change 3,083 339 0.04% 0.04% 530 0 0.0% Q2 2026 Aug 04, 2026
Summit Investment Advisory Services, LLC History No change 3,083 339 0.09% 0.09% 531 0 0.0% Q2 2026 Jul 24, 2026
Valued Wealth Advisors LLC History No change 3,066 337 0.12% 0.12% 532 0 0.0% Q2 2026 Jul 20, 2026
TOWER BRIDGE ADVISORS History No change 3,000 330 0.03% 0.03% 533 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 3,000 330 0.01% 0.01% 534 0 0.0% Q2 2026 Jul 09, 2026
Clifford Group, LLC History No change 2,997 330 0.23% 0.23% 535 0 0.0% Q2 2026 Aug 14, 2026
WEALTHSPAN PARTNERS, LLC History No change 2,981 328 0.1% 0.1% 536 0 0.0% Q2 2026 Aug 06, 2026
TRED AVON FAMILY WEALTH, LLC History No change 2,973 327 0.1% 0.1% 537 0 0.0% Q2 2026 Aug 10, 2026
Mullaney, Keating & Wright, Inc. History No change 2,942 324 0.16% 0.16% 538 0 0.0% Q2 2026 Jul 14, 2026
KWB Wealth History No change 2,933 323 0.03% 0.03% 539 0 0.0% Q2 2026 Jul 10, 2026
Collaborative Wealth Managment Inc. History No change 2,938 323 0.14% 0.14% 540 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History No change 2,924 322 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 15, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 2,905 319 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 07, 2026
Atala Financial Inc History No change 2,894 318 0.19% 0.19% 543 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Personalized Indexing Management, LLC History No change 2,886 317 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Management, Inc./Texas History No change 2,885 317 0.12% 0.12% 545 0 0.0% Q2 2026 Aug 10, 2026
Fingerlakes Wealth Management, Inc. History No change 2,840 312 0.17% 0.17% 546 0 0.0% Q2 2026 Jul 23, 2026
Heritage Family Offices, LLP History No change 2,832 311 0.12% 0.12% 547 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 2,832 311 0.12% 0.12% 548 0 0.0% Q2 2026 Jul 06, 2026
ELEVATUS WELATH MANAGEMENT History No change 2,818 310 0.08% 0.08% 549 0 0.0% Q2 2026 Aug 13, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 2,800 308 0.04% 0.04% 550 0 0.0% Q2 2026 Jul 29, 2026
Roxbury Financial LLC History Reduced 2,781 306 0.23% 0.24% 551 -3 -0.11% Q3 2026 Oct 01, 2026
WEDBUSH SECURITIES INC History No change 2,741 302 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 28, 2026
Cassaday & Co Wealth Management LLC History No change 2,740 301 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 10, 2026
Storgate, LLC History No change 2,733 301 0.06% 0.06% 554 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 2,728 300 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 03, 2026
Weaver Consulting Group History No change 2,720 299 0.06% 0.06% 556 0 0.0% Q2 2026 Jul 29, 2026
Apella Capital, LLC History No change 2,648 296 0.0% 0.0% 557 0 0.0% Q2 2026 Jul 08, 2026
Bank OZK History No change 2,687 295 0.09% 0.09% 558 0 0.0% Q2 2026 Aug 17, 2026
HEADINVEST, LLC History No change 2,673 294 0.05% 0.05% 559 0 0.0% Q2 2026 Aug 14, 2026
Greenhouse Wealth Management, LLC History No change 2,661 293 0.21% 0.21% 560 0 0.0% Q2 2026 Aug 06, 2026
HBK Sorce Advisory LLC History No change 2,557 291 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 06, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 2,639 290 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 31, 2026
Aspen Wealth Management LLC History No change 2,625 289 0.05% 0.05% 563 0 0.0% Q2 2026 Jul 31, 2026
TWO SIGMA SECURITIES, LLC History No change 2,617 288 0.02% 0.02% 564 0 0.0% Q2 2026 Aug 14, 2026
Mason Investment Advisory Services, Inc. History No change 2,620 288 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 13, 2026
Klingman & Associates, LLC History No change 2,607 287 0.01% 0.01% 566 0 0.0% Q2 2026 Jul 29, 2026
Oak Asset Management, LLC History No change 2,611 287 0.09% 0.09% 567 0 0.0% Q2 2026 Jul 10, 2026
Octavia Wealth Advisors, LLC History No change 2,598 286 0.02% 0.02% 568 0 0.0% Q2 2026 Jul 14, 2026
IFP Advisors, Inc History No change 2,576 283 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 20, 2026
Elevation Wealth Management LLC History No change 2,551 281 0.21% 0.21% 570 0 0.0% Q2 2026 Jul 29, 2026
Legacy Advisors, LLC History No change 2,517 277 0.03% 0.03% 571 0 0.0% Q2 2026 Jul 24, 2026
Francis Financial, Inc. History No change 2,519 277 0.05% 0.05% 572 0 0.0% Q2 2026 Aug 10, 2026
Godfrey Financial Associates, Inc. History No change 2,522 277 0.21% 0.21% 573 0 0.0% Q2 2026 Aug 11, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 2,493 274 0.02% 0.02% 574 0 0.0% Q2 2026 Jul 28, 2026
ZACKS INVESTMENT MANAGEMENT History No change 2,483 273 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Retirement, LLC History No change 2,483 273 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 12, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 2,455 270 0.03% 0.03% 577 0 0.0% Q2 2026 Jul 31, 2026
Apollon Wealth Management, LLC History No change 2,445 269 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 22, 2026
Hubbell Strickland Wealth Management, LLC History No change 2,444 269 0.1% 0.1% 579 0 0.0% Q2 2026 Jul 29, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,432 267 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 03, 2026
Continuum Advisory, LLC History No change 2,418 266 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 06, 2026
Keystone Financial Group History No change 2,413 265 0.02% 0.02% 582 0 0.0% Q2 2026 Jul 29, 2026
Hopwood Financial Services, Inc. History No change 2,410 265 0.15% 0.15% 583 0 0.0% Q2 2026 Jul 22, 2026
GREENLEAF TRUST History No change 2,396 263 0.0% 0.0% 584 0 0.0% Q2 2026 Jul 21, 2026
HUB Investment Partners, LLC History No change 2,384 262 0.0% 0.0% 585 0 0.0% Q2 2026 Jul 31, 2026
Main Street Research LLC History No change 2,371 261 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 29, 2026
Manhattan West Asset Management, LLC History No change 2,376 261 0.04% 0.04% 587 0 0.0% Q2 2026 Aug 11, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 2,345 258 0.05% 0.05% 588 0 0.0% Q2 2026 Jul 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 2,341 257 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 28, 2026
CoreCap Advisors, LLC History No change 2,324 255 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 06, 2026
Operose Advisors LLC History No change 2,322 255 0.05% 0.05% 591 0 0.0% Q2 2026 Aug 13, 2026
Legacy Financial Group LLC History No change 2,313 254 0.03% 0.03% 592 0 0.0% Q2 2026 Aug 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 2,315 254 0.01% 0.01% 593 0 0.0% Q2 2026 Aug 14, 2026
Alpine Global Management, LLC History No change 2,302 253 0.04% 0.04% 594 0 0.0% Q2 2026 Aug 14, 2026
Falcon Wealth Planning History No change 2,305 253 0.02% 0.02% 595 0 0.0% Q2 2026 Jul 13, 2026
Maridea Wealth Management LLC History No change 2,301 253 0.03% 0.03% 596 0 0.0% Q2 2026 Aug 06, 2026
Trilogy Capital Inc. History No change 2,294 252 0.01% 0.01% 597 0 0.0% Q2 2026 Jul 02, 2026
Invst, LLC History No change 2,295 252 0.02% 0.02% 598 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 2,281 251 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 2,272 250 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 28, 2026
Pallas Capital Advisors LLC History No change 2,265 249 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 07, 2026
Advisors Capital Management, LLC History No change 2,259 248 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 11, 2026
Accel Wealth Management History No change 2,253 248 0.06% 0.06% 603 0 0.0% Q2 2026 Jul 10, 2026
New England Private Wealth Advisors LLC History No change 2,204 247 0.02% 0.02% 604 0 0.0% Q2 2026 Aug 04, 2026
Key FInancial Inc History No change 2,244 247 0.04% 0.04% 605 0 0.0% Q2 2026 Jul 24, 2026
Ullmann Wealth Partners Group, LLC History No change 2,236 246 0.02% 0.02% 606 0 0.0% Q2 2026 Aug 10, 2026
Visionary Wealth Advisors History No change 2,222 244 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 13, 2026
Plum Street Advisors, LLC History No change 2,222 244 0.08% 0.08% 608 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 2,207 243 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 11, 2026
Tidemark, LLC History No change 2,202 242 0.05% 0.05% 610 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 2,195 241 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 2,164 238 0.02% 0.02% 612 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 2,143 236 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 13, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 2,105 236 0.02% 0.02% 614 0 0.0% Q2 2026 Aug 03, 2026
FIRST TRUST ADVISORS LP History No change 2,147 236 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 11, 2026
Watchman Group, Inc. History No change 2,138 235 0.05% 0.05% 616 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Family Advisors, LLC History No change 2,124 233 0.1% 0.1% 617 0 0.0% Q2 2026 Aug 14, 2026
Signature Resources Capital Management, LLC History No change 2,119 233 0.09% 0.09% 618 0 0.0% Q2 2026 Jul 13, 2026
Gibson Capital, LLC History No change 2,106 231 0.04% 0.04% 619 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 2,099 231 0.01% 0.01% 620 0 0.0% Q2 2026 Aug 05, 2026
Fiduciary Group, LLC History No change 2,100 231 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 10, 2026
J.W. COLE ADVISORS, INC. History No change 2,061 227 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2,059 226 0.08% 0.08% 623 0 0.0% Q2 2026 Jul 08, 2026
NorthRock Partners, LLC History No change 2,058 226 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 11, 2026
Financial Solutions Advisory Group, Inc. History No change 2,025 225 0.03% 0.03% 625 0 0.0% Q2 2026 Jul 13, 2026
Proficio Capital Partners LLC History No change 2,022 222 0.01% 0.01% 626 0 0.0% Q2 2026 Aug 14, 2026
Values Added Financial LLC History No change 2,024 222 0.08% 0.08% 627 0 0.0% Q2 2026 Jul 27, 2026
Calamos Wealth Management LLC History No change 2,013 221 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 31, 2026
SIMON QUICK ADVISORS, LLC History No change 2,009 221 0.01% 0.01% 629 0 0.0% Q2 2026 Jul 28, 2026
Scarborough Advisors, LLC History No change 1,995 221 0.03% 0.03% 630 0 0.0% Q2 2026 Jul 21, 2026
Marble Harbor Investment Counsel, LLC History No change 2,000 220 0.02% 0.02% 631 0 0.0% Q2 2026 Aug 07, 2026
Discipline Wealth Solutions, LLC History No change 2,000 220 0.02% 0.02% 632 0 0.0% Q2 2026 Jul 21, 2026
Riverstone Advisors, LLC History No change 1,993 219 0.09% 0.09% 633 0 0.0% Q2 2026 Aug 06, 2026
JMN Financial LLC History No change 1,994 219 0.17% 0.17% 634 0 0.0% Q2 2026 Aug 10, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 1,985 218 0.13% 0.13% 635 0 0.0% Q2 2026 Jul 28, 2026
ELEMENT POINTE ADVISORS, LLC History No change 1,983 218 0.04% 0.04% 636 0 0.0% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,963 216 0.01% 0.01% 637 0 0.0% Q2 2026 Jul 22, 2026
Linscomb Wealth, Inc. History No change 1,935 213 0.01% 0.01% 638 0 0.0% Q2 2026 Jul 31, 2026
Prasad Wealth Partners, LLC History No change 1,935 213 0.05% 0.05% 639 0 0.0% Q2 2026 Jul 29, 2026
WESPAC Advisors SoCal, LLC History No change 1,925 212 0.04% 0.04% 640 0 0.0% Q2 2026 Jul 16, 2026
CPC Advisors, LLC History No change 1,931 212 0.03% 0.03% 641 0 0.0% Q2 2026 Jul 24, 2026
Geometric Wealth Advisors History No change 1,916 211 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 11, 2026
Teamwork Financial Advisors, LLC History No change 1,913 210 0.02% 0.02% 643 0 0.0% Q2 2026 Jul 08, 2026
JANE STREET GROUP, LLC History No change 1,900 209 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,904 209 0.0% 0.0% 645 0 0.0% Q2 2026 Sep 23, 2026
WARNER FINANCIAL, INC History No change 1,890 208 0.06% 0.06% 646 0 0.0% Q2 2026 Jul 09, 2026
Russell Investments Group, Ltd. History No change 1,886 207 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 06, 2026
Alpha Omega Wealth Management LLC History No change 1,860 204 0.03% 0.03% 648 0 0.0% Q2 2026 Jul 20, 2026
Empower Advisory Group, LLC History No change 1,860 204 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 12, 2026
Clark Capital Management Group, Inc. History No change 1,829 201 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 1,830 201 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Management, LLC History No change 1,832 201 0.01% 0.01% 652 0 0.0% Q2 2026 Jul 22, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,759 193 0.07% 0.07% 653 0 0.0% Q2 2026 Jul 07, 2026
Keystone Financial Group, Inc. History No change 1,758 193 0.1% 0.1% 654 0 0.0% Q2 2026 Jul 21, 2026
Fourth Dimension Wealth, LLC History No change 1,740 191 0.06% 0.06% 655 0 0.0% Q2 2026 Jul 31, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 1,705 187 0.21% 0.21% 656 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,672 184 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 1,605 176 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 06, 2026
VIMA LLC History No change 1,580 174 0.17% 0.17% 659 0 0.0% Q2 2026 Jul 24, 2026
Birchwood Financial Partners, Inc. History No change 1,560 171 0.14% 0.14% 660 0 0.0% Q2 2026 Aug 06, 2026
Hoese & Co LLP History No change 1,500 165 0.11% 0.11% 661 0 0.0% Q2 2026 Jul 14, 2026
Archer Investment Corp History No change 1,463 161 0.03% 0.03% 662 0 0.0% Q2 2026 Aug 03, 2026
EverSource Wealth Advisors, LLC History No change 1,444 159 0.01% 0.01% 663 0 0.0% Q2 2026 Jul 24, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,383 152 0.01% 0.01% 664 0 0.0% Q2 2026 Jul 31, 2026
CULLEN/FROST BANKERS, INC. History No change 1,362 150 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 27, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 1,336 147 0.07% 0.07% 666 0 0.0% Q2 2026 Aug 04, 2026
Stone House Investment Management, LLC History No change 1,325 146 0.02% 0.02% 667 0 0.0% Q2 2026 Aug 05, 2026
Avion Wealth History No change 1,331 146 0.03% 0.03% 668 0 0.0% Q2 2026 Jul 31, 2026
TD Capital Management LLC History No change 1,325 145 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 06, 2026
Vermillion Wealth Management, Inc. History No change 1,295 142 0.03% 0.03% 670 0 0.0% Q2 2026 Jul 15, 2026
Glass Jacobson Investment Advisors llc History No change 1,241 136 0.04% 0.04% 671 0 0.0% Q2 2026 Jul 30, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 1,228 135 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 10, 2026
CBIZ Investment Advisory Services, LLC History No change 1,329 135 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 1,234 135 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 29, 2026
IMG Wealth Management, Inc. History No change 1,186 130 0.07% 0.07% 675 0 0.0% Q2 2026 Aug 07, 2026
Rosenberg Matthew Hamilton History No change 1,119 123 0.02% 0.02% 676 0 0.0% Q2 2026 Jul 17, 2026
Manchester Capital Management LLC History No change 1,089 119 0.02% 0.02% 677 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 1,084 119 0.01% 0.01% 678 0 0.0% Q2 2026 Jul 23, 2026
Buck Wealth Strategies, LLC History No change 1,052 115 0.01% 0.01% 679 0 0.0% Q2 2026 Jul 30, 2026
Park Place Capital Corp History No change 972 107 0.02% 0.02% 680 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 935 103 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 12, 2026
Regatta Research & Money Management History No change 915 100 0.09% 0.09% 682 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 901 99 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 06, 2026
Anchor Investment Management, LLC History No change 895 98 0.01% 0.01% 684 0 0.0% Q2 2026 Sep 15, 2026
TIAA Wealth Investment Management LLC History No change 894 98 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 10, 2026
Rossmore Private Capital History No change 880 96 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 31, 2026
FIRST UNITED BANK & TRUST History No change 871 95 0.03% 0.03% 687 0 0.0% Q2 2026 Jul 20, 2026
Sage Mountain Advisors LLC History No change 835 91 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL CONSULATE, INC History No change 818 90 0.01% 0.01% 689 0 0.0% Q2 2026 Jul 23, 2026
Ankerstar Wealth, LLC History No change 781 86 0.07% 0.07% 690 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 777 85 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 773 85 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 763 84 0.02% 0.02% 693 0 0.0% Q2 2026 Jul 17, 2026
FIRST HORIZON CORP History No change 754 83 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History No change 740 81 0.01% 0.01% 695 0 0.0% Q2 2026 Jul 22, 2026
Pacific Center for Financial Services History No change 709 78 0.02% 0.02% 696 0 0.0% Q2 2026 Aug 05, 2026
MATHER GROUP, LLC. History No change 665 73 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 27, 2026
Abound Wealth Management History No change 658 72 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 10, 2026
Truvestments Capital LLC History No change 650 71 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 12, 2026
ABOUND FINANCIAL, LLC History No change 650 71 0.03% 0.03% 700 0 0.0% Q2 2026 Aug 14, 2026
Finley Financial, LLC History No change 640 70 0.03% 0.03% 701 0 0.0% Q2 2026 Jul 08, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 611 67 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 24, 2026
Morton Brown Family Wealth, LLC History No change 578 63 0.01% 0.01% 703 0 0.0% Q2 2026 Jul 21, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 538 59 0.02% 0.02% 704 0 0.0% Q2 2026 Sep 18, 2026
GAMMA Investing LLC History No change 538 59 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 540 59 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 523 57 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 519 57 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 24, 2026
Perkins Coie Trust Co History No change 512 56 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 09, 2026
Moisand Fitzgerald Tamayo, LLC History No change 505 55 0.01% 0.01% 710 0 0.0% Q2 2026 Jul 13, 2026
Concord Wealth Partners History No change 508 55 0.01% 0.01% 711 0 0.0% Q2 2026 Jul 27, 2026
TSFG, LLC History No change 487 54 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 23, 2026
Winthrop Capital Management, LLC History No change 488 54 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 13, 2026
DHJJ Financial Advisors, Ltd. History No change 476 52 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 24, 2026
Arlington Trust Co LLC History No change 480 52 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 07, 2026
Atomic Invest LLC History No change 468 51 0.0% 0.0% 716 0 0.0% Q2 2026 Sep 25, 2026
SHP Wealth Management History No change 460 50 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 11, 2026
1 NORTH WEALTH SERVICES LLC History No change 450 49 0.02% 0.02% 718 0 0.0% Q2 2026 Aug 03, 2026
Markowski Investments History No change 448 49 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 444 48 0.02% 0.02% 720 0 0.0% Q2 2026 Jul 23, 2026
Hilton Head Capital Partners, LLC History No change 442 48 0.02% 0.02% 721 0 0.0% Q2 2026 Jul 27, 2026
MidFirst Bank History No change 428 47 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History No change 400 44 0.0% 0.0% 723 0 0.0% Q2 2026 Jul 21, 2026
Register Financial Advisors LLC History No change 404 44 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 15, 2026
Hickory Point Bank & Trust History No change 400 44 0.03% 0.03% 725 0 0.0% Q3 2026 Oct 01, 2026
Vision Retirement, LLC History No change 397 43 0.01% 0.01% 726 0 0.0% Q2 2026 Jul 21, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 384 42 0.01% 0.01% 727 0 0.0% Q2 2026 Jul 07, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 375 41 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 13, 2026
Institute for Wealth Management, LLC. History No change 375 41 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History No change 356 39 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 20, 2026
Johnson Financial Group, Inc. History No change 351 38 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 10, 2026
Anchor Bay Capital, Inc. History No change 334 38 0.02% 0.02% 732 0 0.0% Q2 2026 Aug 11, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 322 35 0.02% 0.02% 733 0 0.0% Q2 2026 Jul 20, 2026
Mechanics Financial Corp History No change 317 34 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 312 34 0.02% 0.02% 735 0 0.0% Q2 2026 Jul 21, 2026
Kings Path Partners LLC History No change 315 34 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 14, 2026
Meramec Financial Planners, LLC History No change 292 32 0.01% 0.01% 737 0 0.0% Q2 2026 Jul 28, 2026
Smithfield Trust Co History No change 282 31 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 05, 2026
DT Investment Partners, LLC History No change 283 31 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 27, 2026
FAS Wealth Partners, Inc. History No change 282 31 0.0% 0.0% 740 0 0.0% Q2 2026 Jul 29, 2026
SJS Investment Consulting Inc. History No change 273 30 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 22, 2026
Bell Investment Advisors, Inc History No change 258 28 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 06, 2026
Plante Moran Financial Advisors, LLC History No change 250 27 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 254 27 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 07, 2026
CNB Bank History No change 250 27 0.01% 0.01% 745 0 0.0% Q2 2026 Aug 06, 2026
IAG Wealth Partners, LLC History No change 236 25 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 214 23 0.01% 0.01% 747 0 0.0% Q2 2026 Aug 05, 2026
Nemes Rush Group LLC History No change 195 21 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 193 21 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 185 20 0.0% 0.0% 750 0 0.0% Q2 2026 Sep 02, 2026
Legacies Wealth LLC History No change 180 19 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 22, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 179 19 0.0% 0.0% 752 0 0.0% Q2 2026 Jul 28, 2026
VSM Wealth Advisory, LLC History No change 174 19 0.01% 0.01% 753 0 0.0% Q2 2026 Jul 22, 2026
Crews Bank & Trust History No change 180 19 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 16, 2026
TUCKER ASSET MANAGEMENT LLC History No change 172 18 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 27, 2026
NFSG Corp History No change 165 18 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 14, 2026
MOTCO History No change 159 17 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisors, Ltd. LLC History No change 153 17 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 16, 2026
SITTNER & NELSON, LLC History No change 158 17 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 150 16 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 06, 2026
JPL Wealth Management, LLC History No change 148 16 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 13, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 132 14 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 16, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 130 14 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 05, 2026
Topsail Wealth Management, LLC History No change 134 14 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 13, 2026
Signature Equity Partners, LLC History No change 130 14 0.01% 0.01% 765 0 0.0% Q2 2026 Jul 30, 2026
BARRETT & COMPANY, INC. History No change 123 13 0.0% 0.0% 766 0 0.0% Q2 2026 Jul 24, 2026
CITY HOLDING CO History No change 118 12 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 10, 2026
Providence Capital Advisors, LLC History No change 117 12 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 11, 2026
Sherman Asset Management, Inc. History No change 114 12 0.01% 0.01% 769 0 0.0% Q2 2026 Aug 05, 2026
Independence Bank of Kentucky History No change 100 11 0.0% 0.0% 770 0 0.0% Q2 2026 Jul 13, 2026
N.E.W. Advisory Services LLC History No change 108 11 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History No change 93 10 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 07, 2026
Bullock Wealth Management Group History No change 96 10 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 19, 2026
Gleason Group, Inc. History No change 89 9 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 13, 2026
Glen Eagle Advisors, LLC History No change 82 9 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History No change 90 9 0.01% 0.01% 776 0 0.0% Q2 2026 Jul 22, 2026
Wilkerson Advisory Group LLC History No change 87 9 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 86 9 0.01% 0.01% 778 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 82 9 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 20, 2026
CENTRAL TRUST Co History No change 74 8 0.0% 0.0% 780 0 0.0% Q2 2026 Jul 31, 2026
SouthState Bank Corp History No change 77 8 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 06, 2026
Greykasell Wealth Strategies, Inc. History No change 75 8 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 11, 2026
Sunrise Financial Services, LLC History No change 78 8 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 12, 2026
Olistico Wealth, LLC History No change 72 7 0.0% 0.0% 784 0 0.0% Q2 2026 Jul 13, 2026
Caldwell Trust Co History No change 67 7 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 03, 2026
HM PAYSON & CO History No change 62 6 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 17, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 55 6 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 11, 2026
ATWOOD & PALMER INC History No change 53 5 0.0% 0.0% 788 0 0.0% Q2 2026 Jul 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 48 5 0.0% 0.0% 789 0 0.0% Q2 2026 Jul 20, 2026
Financial Management Professionals, Inc. History No change 54 5 0.0% 0.0% 790 0 0.0% Q2 2026 Jul 09, 2026
City State Bank History No change 48 5 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 14, 2026
Financial Life Planners History No change 46 5 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 21, 2026
VALLEY NATIONAL ADVISERS INC History No change 37 4 0.0% 0.0% 793 0 0.0% Q2 2026 Jul 29, 2026
ARVEST INVESTMENTS, INC. History No change 40 4 0.0% 0.0% 794 0 0.0% Q2 2026 Jul 17, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 37 4 0.0% 0.0% 795 0 0.0% Q2 2026 Jul 21, 2026
MTM Investment Management, LLC History No change 40 4 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 03, 2026
Delos Wealth Advisors, LLC History No change 44 4 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 14, 2026
YANKCOM Partnership History No change 41 4 0.0% 0.0% 798 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 40 4 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 04, 2026
Realta Investment Advisors History No change 34 3 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 20, 2026
REICON WEALTH ADVISORS, LLC History No change 30 3 0.0% 0.0% 801 0 0.0% Q2 2026 Jul 29, 2026
Kingdom Financial Group LLC. History No change 29 3 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 07, 2026
Central Pacific Bank - Trust Division History No change 31 3 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 07, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 28 3 0.0% 0.0% 804 0 0.0% Q2 2026 Jul 15, 2026
Prudent Man Investment Management, Inc. History No change 31 3 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 28, 2026
Fairscale Capital, LLC History No change 21 2 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 07, 2026
Bernard Wealth Management Corp. History No change 21 2 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 21, 2026
Strive Financial Group ,LLC History No change 21 2 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 14, 2026
Monetary Solutions, Ltd History No change 23 2 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 23, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 13 1 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 10 1 0.0% 0.0% 811 0 0.0% Q2 2026 Aug 07, 2026
Murphy & Mullick Capital Management Corp History No change 16 1 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 14, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Financial Perspectives, Inc History No change 1,775 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Copia Wealth Management History No change 7 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Kilter Group LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026