iSHARES TRUST - IWO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 3,483,298 1,372,280 0.09% 0.09% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,328,293 917,255 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 13, 2026
BARINGS LLC History No change 1,579,950 622,437 11.04% 11.04% 3 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,080,233 425,568 0.1% 0.1% 4 0 0.0% Q2 2026 Sep 23, 2026
GOLDMAN SACHS GROUP INC History No change 965,896 380,524 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 947,047 373,098 7.01% 7.01% 6 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 704,958 277,725 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 598,485 235,779 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 592,625 233,470 0.12% 0.12% 9 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 550,307 216,799 1.2% 1.2% 10 0 0.0% Q2 2026 Jul 24, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 546,451 215,279 0.74% 0.74% 11 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 531,617 209,435 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 513,500 202,298 0.28% 0.28% 13 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 511,151 201,373 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 13, 2026
Cohen Klingenstein LLC History No change 484,414 190,839 5.46% 5.46% 15 0 0.0% Q2 2026 Jul 15, 2026
TIAA Wealth Investment Management LLC History No change 468,427 182,803 1.22% 1.22% 16 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 433,927 170,950 0.05% 0.05% 17 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 425,316 167,557 0.21% 0.21% 18 0 0.0% Q2 2026 Jul 29, 2026
NORTHERN TRUST CORP History No change 412,943 162,683 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 397,150 154,988 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 374,910 147,699 0.05% 0.05% 21 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 446,583 140,142 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 344,603 135,759 0.4% 0.4% 23 0 0.0% Q2 2026 Aug 04, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 340,110 133,989 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 328,945 129,591 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 232,731 91,686 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 12, 2026
Badgley Phelps Wealth Managers, LLC History No change 228,374 89,970 1.58% 1.58% 27 0 0.0% Q2 2026 Jul 31, 2026
Financial Engines Advisors L.L.C. History No change 223,223 87,940 0.16% 0.16% 28 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 218,652 86,140 0.12% 0.12% 29 0 0.0% Q2 2026 Aug 27, 2026
COMMERCE BANK History No change 216,194 85,171 0.37% 0.37% 30 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 197,092 77,646 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History No change 170,877 67,318 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 161,302 63,546 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 161,029 63,438 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 159,500 63,331 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 159,552 62,857 0.06% 0.06% 36 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 157,199 61,054 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 143,663 56,597 0.19% 0.19% 38 0 0.0% Q2 2026 Jul 28, 2026
BROWN ADVISORY INC History No change 135,926 53,549 0.08% 0.08% 39 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 133,779 52,703 0.08% 0.08% 40 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 131,388 51,761 0.19% 0.19% 41 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 130,483 51,405 0.15% 0.15% 42 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 122,843 48,395 0.08% 0.08% 43 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 121,973 46,920 0.08% 0.08% 44 0 0.0% Q2 2026 Jul 15, 2026
JANE STREET GROUP, LLC History No change 117,491 46,286 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 116,668 45,962 0.04% 0.04% 46 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 114,055 44,933 0.49% 0.49% 47 0 0.0% Q2 2026 Aug 04, 2026
TRUIST FINANCIAL CORP History No change 112,730 44,411 0.05% 0.05% 48 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 112,606 44,362 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 106,920 42,122 0.21% 0.21% 50 0 0.0% Q2 2026 Jul 17, 2026
MAI Capital Management History No change 103,431 40,747 0.15% 0.15% 51 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 101,157 39,883 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 97,455 38,393 0.52% 0.52% 53 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 87,193 34,350 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 86,150 33,939 0.78% 0.78% 55 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 81,647 32,166 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 80,572 31,742 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 79,296 31,239 0.05% 0.05% 58 0 0.0% Q2 2026 Aug 13, 2026
Confluence Wealth Services, Inc. History No change 78,858 31,066 0.89% 0.89% 59 0 0.0% Q2 2026 Jul 22, 2026
STIFEL FINANCIAL CORP History No change 78,206 30,821 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 77,728 30,621 0.23% 0.23% 61 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 74,615 29,395 1.66% 1.66% 62 0 0.0% Q2 2026 Jul 16, 2026
HighTower Advisors, LLC History No change 73,549 28,975 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 05, 2026
WoodTrust Financial Corp History No change 72,513 28,567 3.39% 3.39% 64 0 0.0% Q2 2026 Jul 27, 2026
FRANKLIN RESOURCES INC History No change 70,478 27,765 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 13, 2026
VAUGHAN & Co SECURITIES, INC. History No change 69,826 27,508 12.83% 12.83% 66 0 0.0% Q2 2026 Aug 03, 2026
MML INVESTORS SERVICES, LLC History No change 69,634 27,432 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 07, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 67,372 26,541 6.03% 6.03% 68 0 0.0% Q2 2026 Aug 10, 2026
FIRST HORIZON CORP History No change 64,280 25,323 0.97% 0.97% 69 0 0.0% Q2 2026 Jul 20, 2026
Summit Financial, LLC History No change 63,786 25,128 0.28% 0.28% 70 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History No change 62,311 24,369 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 61,560 24,252 0.61% 0.61% 72 0 0.0% Q2 2026 Aug 13, 2026
Powell Investment Advisors, LLC History No change 60,650 23,893 7.54% 7.54% 73 0 0.0% Q2 2026 Jul 28, 2026
Kestra Advisory Services, LLC History No change 59,901 23,598 0.08% 0.08% 74 0 0.0% Q2 2026 Jul 28, 2026
Waldron Private Wealth LLC History No change 59,303 23,363 0.81% 0.81% 75 0 0.0% Q2 2026 Jul 20, 2026
CITADEL ADVISORS LLC History No change 59,276 23,352 0.0% 0.0% 76 0 0.0% Q2 2026 Sep 02, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 58,463 23,032 0.06% 0.06% 77 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 56,396 22,217 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 53,700 21,155 0.03% 0.03% 79 0 0.0% Q2 2026 Jul 22, 2026
Baird Financial Group, Inc. History No change 52,508 20,686 0.03% 0.03% 80 0 0.0% Q2 2026 Aug 12, 2026
Avantax Planning Partners, Inc. History No change 51,994 20,483 0.51% 0.51% 81 0 0.0% Q2 2026 Jul 28, 2026
AMG National Trust Bank History No change 51,759 20,391 0.42% 0.42% 82 0 0.0% Q2 2026 Aug 06, 2026
BARCLAYS PLC History No change 51,002 20,092 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
HBK INVESTMENTS L P History No change 50,000 19,698 0.19% 0.19% 84 0 0.0% Q2 2026 Sep 16, 2026
COURIER CAPITAL LLC History No change 49,719 19,587 0.98% 0.98% 85 0 0.0% Q2 2026 Jul 16, 2026
Wealthspire Advisors, LLC History No change 48,319 19,035 0.1% 0.1% 86 0 0.0% Q2 2026 Aug 11, 2026
LMG Wealth Partners, LLC History No change 47,501 18,713 2.99% 2.99% 87 0 0.0% Q2 2026 Aug 12, 2026
AXIOM INVESTORS LLC /DE History No change 46,400 18,279 0.16% 0.16% 88 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 45,510 17,929 0.09% 0.09% 89 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 45,212 17,811 0.12% 0.12% 90 0 0.0% Q2 2026 Aug 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 42,656 16,804 2.13% 2.13% 91 0 0.0% Q2 2026 Aug 25, 2026
BLAIR WILLIAM & CO/IL History No change 41,456 16,332 0.04% 0.04% 92 0 0.0% Q2 2026 Aug 11, 2026
RTD Financial Advisors, Inc. History No change 39,530 15,573 1.7% 1.7% 93 0 0.0% Q2 2026 Jul 13, 2026
BlackRock, Inc. History No change 39,455 15,543 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Partners, Inc. History No change 39,437 15,536 0.11% 0.11% 95 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 39,839 15,365 0.29% 0.29% 96 0 0.0% Q2 2026 Jul 27, 2026
Quent Capital, LLC History No change 38,920 15,333 0.94% 0.94% 97 0 0.0% Q2 2026 Aug 07, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 38,392 15,124 5.41% 5.41% 98 0 0.0% Q2 2026 Jul 21, 2026
HSBC HOLDINGS PLC History No change 37,162 14,640 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 37,120 14,623 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 37,077 14,607 0.08% 0.08% 101 0 0.0% Q2 2026 Aug 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 36,502 14,380 0.86% 0.86% 102 0 0.0% Q2 2026 Jul 31, 2026
Shepherd Financial Partners LLC History No change 35,669 14,052 1.15% 1.15% 103 0 0.0% Q2 2026 Aug 10, 2026
Corundum Group, Inc. History No change 34,722 13,679 4.06% 4.06% 104 0 0.0% Q2 2026 Aug 07, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 34,294 13,510 0.8% 0.8% 105 0 0.0% Q2 2026 Aug 10, 2026
Fund Evaluation Group, LLC History No change 33,679 13,268 0.36% 0.36% 106 0 0.0% Q2 2026 Aug 07, 2026
Optiver Holding B.V. History No change 33,503 13,198 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 33,085 13,034 0.15% 0.15% 108 0 0.0% Q2 2026 Jul 29, 2026
BOKF, NA History No change 32,483 12,797 0.18% 0.18% 109 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 32,384 12,757 0.1% 0.1% 110 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 29,965 11,805 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 19, 2026
EverSource Wealth Advisors, LLC History No change 29,733 11,713 0.39% 0.39% 112 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 28,805 11,348 0.05% 0.05% 113 0 0.0% Q2 2026 Aug 13, 2026
Erickson Financial Group, LLC History No change 28,164 11,095 5.95% 5.95% 114 0 0.0% Q2 2026 Jul 27, 2026
CIBC Bancorp USA Inc. History No change 27,246 10,734 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 13, 2026
OFS Enterprise LLC History No change 26,514 10,445 2.67% 2.67% 116 0 0.0% Q2 2026 Jul 08, 2026
NewEdge Advisors, LLC History No change 26,386 10,395 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 26,096 10,280 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 25,925 10,213 0.06% 0.06% 119 0 0.0% Q2 2026 Aug 17, 2026
GLENMEDE TRUST CO NA History No change 25,920 10,211 0.05% 0.05% 120 0 0.0% Q2 2026 Aug 10, 2026
Team Hewins, LLC History No change 25,574 10,075 2.76% 2.76% 121 0 0.0% Q2 2026 Jul 29, 2026
Modern Wealth Management, LLC History No change 25,117 9,895 0.12% 0.12% 122 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History No change 24,652 9,712 0.1% 0.1% 123 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 24,326 9,576 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 10, 2026
360 Financial, Inc. History No change 24,154 9,515 2.42% 2.42% 125 0 0.0% Q2 2026 Aug 11, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 24,001 9,455 0.07% 0.07% 126 0 0.0% Q2 2026 Jul 23, 2026
MidFirst Bank History No change 23,443 9,235 0.65% 0.65% 127 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 23,358 9,202 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
LWM ADVISORS INC History No change 23,160 9,124 6.8% 6.8% 129 0 0.0% Q2 2026 Jul 09, 2026
WHITTIER TRUST CO History No change 23,276 9,077 0.09% 0.09% 130 0 0.0% Q2 2026 Jul 27, 2026
GTS SECURITIES LLC History No change 22,645 8,921 0.19% 0.19% 131 0 0.0% Q2 2026 Aug 14, 2026
St. Louis Trust Co History No change 11,467 8,771 1.0% 1.0% 132 0 0.0% Q2 2026 Jul 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 22,042 8,683 0.1% 0.1% 133 0 0.0% Q2 2026 Jul 28, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 24,264 8,660 4.42% 4.85% 134 -97 -0.4% Q3 2026 Oct 01, 2026
Yarbrough Capital, LLC History No change 21,764 8,574 0.26% 0.26% 135 0 0.0% Q2 2026 Aug 10, 2026
Trilogy Capital Inc. History No change 21,667 8,535 0.33% 0.33% 136 0 0.0% Q2 2026 Jul 02, 2026
Farther Finance Advisors, LLC History No change 21,447 8,449 0.07% 0.07% 137 0 0.0% Q2 2026 Jul 17, 2026
Noble Family Wealth, LLC History No change 21,418 8,437 1.51% 1.51% 138 0 0.0% Q2 2026 Aug 04, 2026
DT Investment Partners, LLC History No change 20,537 8,090 0.6% 0.6% 139 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 20,518 8,083 0.04% 0.04% 140 0 0.0% Q2 2026 Aug 18, 2026
Avidian Wealth Enterprises, LLC History No change 20,249 7,977 0.22% 0.22% 141 0 0.0% Q2 2026 Jul 24, 2026
Occidental Asset Management, LLC History No change 20,235 7,971 0.79% 0.79% 142 0 0.0% Q2 2026 Aug 07, 2026
Highland Investment Advisors LLC History No change 20,110 7,922 3.45% 3.45% 143 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 19,973 7,868 0.09% 0.09% 144 0 0.0% Q2 2026 Aug 13, 2026
XML Financial, LLC History No change 19,777 7,791 0.57% 0.57% 145 0 0.0% Q2 2026 Jul 24, 2026
Monument Capital Management History No change 19,586 7,716 1.55% 1.55% 146 0 0.0% Q2 2026 Jul 22, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 19,272 7,592 0.63% 0.63% 147 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 19,078 7,516 0.05% 0.05% 148 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 19,024 7,495 0.02% 0.02% 149 0 0.0% Q2 2026 Jul 27, 2026
BAILARD, INC. History No change 18,963 7,470 0.15% 0.15% 150 0 0.0% Q2 2026 Jul 30, 2026
Fortis Group Advisors, LLC History No change 18,757 7,389 1.18% 1.18% 151 0 0.0% Q2 2026 Jul 24, 2026
Mechanics Bank Trust Department History No change 18,505 7,290 0.9% 0.9% 152 0 0.0% Q2 2026 Jul 07, 2026
HB Wealth Management, LLC History No change 18,497 7,287 0.04% 0.04% 153 0 0.0% Q2 2026 Jul 29, 2026
XTX Topco Ltd History No change 18,379 7,240 0.09% 0.09% 154 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 18,223 7,179 0.5% 0.5% 155 0 0.0% Q2 2026 Jul 07, 2026
Rodgers & Associates, LTD History No change 18,142 7,147 0.65% 0.65% 156 0 0.0% Q2 2026 Jul 21, 2026
FIRST CITIZENS BANK & TRUST CO History No change 17,935 7,065 0.11% 0.11% 157 0 0.0% Q2 2026 Jul 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 17,873 7,041 0.03% 0.03% 158 0 0.0% Q2 2026 Sep 23, 2026
Foundation Wealth Management, LLC History No change 17,660 6,956 4.11% 4.11% 159 0 0.0% Q2 2026 Jul 30, 2026
InvesTrust History No change 17,580 6,925 2.67% 2.67% 160 0 0.0% Q2 2026 Jul 14, 2026
TRITONPOINT WEALTH, LLC History No change 17,477 6,885 0.68% 0.68% 161 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 17,477 6,885 0.57% 0.57% 162 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 17,300 6,815 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 17,242 6,792 0.16% 0.16% 164 0 0.0% Q2 2026 Jul 20, 2026
STOCK YARDS BANK & TRUST CO History No change 16,813 6,623 0.19% 0.19% 165 0 0.0% Q2 2026 Aug 19, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 16,709 6,582 0.08% 0.08% 166 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 16,622 6,548 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 16,509 6,504 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 13, 2026
Mach-1 Financial Group, LLC History No change 16,496 6,498 2.52% 2.52% 169 0 0.0% Q2 2026 Jul 29, 2026
Idaho Trust Co History No change 16,104 6,344 1.85% 1.85% 170 0 0.0% Q2 2026 Aug 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 15,225 5,998 0.16% 0.16% 171 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 15,150 5,968 0.34% 0.34% 172 0 0.0% Q2 2026 Jul 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 15,100 5,948 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 14,965 5,895 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 12, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 14,692 5,788 4.88% 4.88% 175 0 0.0% Q2 2026 Jul 24, 2026
Carbahal Olsen Financial Services Group, LLC History No change 14,625 5,761 4.0% 4.0% 176 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 14,419 5,680 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 03, 2026
Thoma Capital Management LLC History No change 14,419 5,680 3.03% 3.03% 178 0 0.0% Q2 2026 Jul 16, 2026
STEVENS CAPITAL PARTNERS History No change 14,293 5,631 1.07% 1.07% 179 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 14,153 5,575 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 30, 2026
VANCE WEALTH, LLC History No change 14,120 5,562 1.25% 1.25% 181 0 0.0% Q2 2026 Aug 14, 2026
WELCH & FORBES LLC History No change 13,919 5,483 0.07% 0.07% 182 0 0.0% Q2 2026 Jul 30, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 13,811 5,441 0.33% 0.33% 183 0 0.0% Q2 2026 Aug 06, 2026
EMC Capital Management History No change 13,732 5,410 2.14% 2.14% 184 0 0.0% Q2 2026 Jul 29, 2026
Finley Financial, LLC History No change 13,555 5,340 2.15% 2.15% 185 0 0.0% Q2 2026 Jul 08, 2026
LOWERY THOMAS, LLC History No change 13,472 5,307 2.59% 2.59% 186 0 0.0% Q2 2026 Jul 29, 2026
Prime Buchholz LLC History No change 13,458 5,301 1.91% 1.91% 187 0 0.0% Q2 2026 Aug 13, 2026
Connective Capital Management, LLC History No change 13,453 5,299 3.73% 3.73% 188 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 13,236 5,214 0.08% 0.08% 189 0 0.0% Q2 2026 Aug 10, 2026
INSTRUMENTAL WEALTH, LLC History No change 13,188 5,195 2.63% 2.63% 190 0 0.0% Q2 2026 Jul 16, 2026
AQR CAPITAL MANAGEMENT LLC History No change 13,135 5,174 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 12,911 5,086 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 12,771 5,031 0.56% 0.56% 193 0 0.0% Q2 2026 Jul 22, 2026
PINNACLE ASSOCIATES LTD History No change 12,712 5,007 0.05% 0.05% 194 0 0.0% Q2 2026 Aug 03, 2026
Crescent Grove Advisors, LLC History No change 12,648 4,982 0.42% 0.42% 195 0 0.0% Q2 2026 Aug 10, 2026
REGIONS FINANCIAL CORP History No change 12,219 4,813 0.03% 0.03% 196 0 0.0% Q2 2026 Aug 10, 2026
Sequent Asset Management, LLC History No change 12,209 4,809 2.03% 2.03% 197 0 0.0% Q2 2026 Jul 21, 2026
Stratos Wealth Partners, LTD. History No change 12,194 4,803 0.05% 0.05% 198 0 0.0% Q2 2026 Aug 11, 2026
LGL PARTNERS, LLC History No change 12,133 4,779 1.75% 1.75% 199 0 0.0% Q2 2026 Jul 27, 2026
Rehmann Capital Advisory Group History No change 11,774 4,638 0.21% 0.21% 200 0 0.0% Q2 2026 Aug 20, 2026
Ariston Services Group History No change 11,713 4,614 2.55% 2.55% 201 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 11,684 4,603 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 05, 2026
Tradition Wealth Management, LLC History No change 11,654 4,591 0.28% 0.28% 203 0 0.0% Q2 2026 Aug 11, 2026
Dorsey & Whitney Trust CO LLC History No change 11,421 4,499 0.22% 0.22% 204 0 0.0% Q2 2026 Aug 14, 2026
Bare Financial Services, Inc History No change 11,420 4,499 1.03% 1.03% 205 0 0.0% Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History No change 11,285 4,445 0.3% 0.3% 206 0 0.0% Q2 2026 Sep 04, 2026
Echo45 Advisors LLC History No change 11,210 4,416 2.28% 2.28% 207 0 0.0% Q2 2026 Jul 13, 2026
SIMON QUICK ADVISORS, LLC History No change 11,012 4,338 0.18% 0.18% 208 0 0.0% Q2 2026 Jul 28, 2026
FIRST FOUNDATION ADVISORS History No change 10,891 4,290 0.15% 0.15% 209 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 10,833 4,267 0.05% 0.05% 210 0 0.0% Q2 2026 Aug 04, 2026
Larson Financial Group LLC History No change 10,785 4,248 0.11% 0.11% 211 0 0.0% Q2 2026 Aug 14, 2026
SACKS & ASSOCIATES, LLC History No change 11,430 4,236 2.86% 2.86% 212 0 0.0% Q2 2026 Aug 04, 2026
Quantum Portfolio Management LLC History No change 10,574 4,165 1.5% 1.5% 213 0 0.0% Q2 2026 Aug 14, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 10,527 4,147 3.03% 3.03% 214 0 0.0% Q2 2026 Jul 24, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 10,326 4,068 0.04% 0.04% 215 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History No change 11,398 4,067 0.35% 0.4% 216 0 0.0% Q3 2026 Oct 01, 2026
&PARTNERS History No change 10,308 4,060 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 14, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 10,299 4,057 0.21% 0.21% 218 0 0.0% Q2 2026 Jul 20, 2026
Atlas Brown,Inc. History No change 10,295 4,055 1.09% 1.09% 219 0 0.0% Q2 2026 Jul 09, 2026
BBR PARTNERS, LLC History No change 10,057 3,962 0.19% 0.19% 220 0 0.0% Q2 2026 Aug 11, 2026
CFS Investment Advisory Services, LLC History No change 10,202 3,945 0.26% 0.26% 221 0 0.0% Q2 2026 Jul 16, 2026
Midwest Professional Planners, LTD. History No change 9,990 3,935 0.77% 0.77% 222 0 0.0% Q2 2026 Aug 05, 2026
Montecito Bank & Trust History Reduced 10,996 3,924 0.59% 0.67% 223 -344 -3.03% Q3 2026 Oct 01, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 9,918 3,907 0.19% 0.19% 224 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 9,838 3,875 0.06% 0.06% 225 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History No change 9,807 3,863 0.04% 0.04% 226 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 9,802 3,861 0.07% 0.07% 227 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 9,794 3,860 0.06% 0.06% 228 0 0.0% Q2 2026 Jul 15, 2026
MV CAPITAL MANAGEMENT, INC. History No change 9,783 3,854 0.34% 0.34% 229 0 0.0% Q2 2026 Jul 30, 2026
Merit Financial Group, LLC History No change 9,697 3,820 0.02% 0.02% 230 0 0.0% Q2 2026 Jul 20, 2026
CreativeOne Wealth, LLC History No change 9,678 3,812 0.08% 0.08% 231 0 0.0% Q2 2026 Aug 13, 2026
Vanguard National Trust Co History No change 9,516 3,748 0.2% 0.2% 232 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 9,483 3,736 0.34% 0.34% 233 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 9,385 3,697 0.11% 0.11% 234 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 9,375 3,693 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 9,319 3,671 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 9,320 3,671 0.06% 0.06% 237 0 0.0% Q2 2026 Aug 10, 2026
Grey Fox Wealth Advisors, LLC History No change 9,053 3,566 0.56% 0.56% 238 0 0.0% Q2 2026 Jul 17, 2026
Sand Hill Global Advisors, LLC History No change 9,012 3,550 0.11% 0.11% 239 0 0.0% Q2 2026 Aug 11, 2026
Widmann Financial Services, Inc. History No change 9,013 3,550 1.9% 1.9% 240 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 8,954 3,527 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 06, 2026
TICINO WEALTH History No change 8,887 3,501 1.1% 1.1% 242 0 0.0% Q2 2026 Jul 20, 2026
INVESTMENT PARTNERS, LTD. History No change 8,878 3,497 1.09% 1.09% 243 0 0.0% Q2 2026 Aug 04, 2026
Integrated Wealth Concepts LLC History No change 8,763 3,452 0.02% 0.02% 244 0 0.0% Q2 2026 Sep 08, 2026
RIVERBRIDGE PARTNERS LLC History No change 8,718 3,434 0.1% 0.1% 245 0 0.0% Q2 2026 Jul 13, 2026
TOMPKINS FINANCIAL CORP History No change 9,438 3,368 0.24% 0.26% 246 0 0.0% Q3 2026 Oct 05, 2026
SGL Investment Advisors, Inc. History No change 8,653 3,357 1.16% 1.16% 247 0 0.0% Q2 2026 Aug 11, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 8,484 3,342 0.42% 0.42% 248 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 8,356 3,292 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 8,335 3,283 0.04% 0.04% 250 0 0.0% Q2 2026 Jul 24, 2026
Lido Advisors, LLC History No change 8,268 3,257 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 07, 2026
1834 INVESTMENT ADVISORS CO History No change 8,262 3,254 0.37% 0.37% 252 0 0.0% Q2 2026 Jul 30, 2026
Quantinno Capital Management LP History No change 8,020 3,159 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 7,916 3,118 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 7,916 3,118 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 11, 2026
Whitegate Investment Counselors, Inc. History No change 7,853 3,093 0.88% 0.88% 256 0 0.0% Q2 2026 Aug 10, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 7,798 3,072 0.33% 0.33% 257 0 0.0% Q2 2026 Aug 21, 2026
Geneos Wealth Management Inc. History No change 7,786 3,067 0.06% 0.06% 258 0 0.0% Q2 2026 Aug 06, 2026
Legacy Bridge, LLC History No change 7,755 3,055 0.94% 0.94% 259 0 0.0% Q2 2026 Aug 13, 2026
Legacy Edge Advisors, LLC History No change 7,700 3,033 0.28% 0.28% 260 0 0.0% Q2 2026 Aug 11, 2026
Hilltop Holdings Inc. History No change 7,626 3,004 0.23% 0.23% 261 0 0.0% Q2 2026 Aug 13, 2026
WASHINGTON TRUST BANK History No change 7,499 2,954 0.21% 0.21% 262 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 7,428 2,926 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 7,400 2,915 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 04, 2026
CHEMUNG CANAL TRUST CO History No change 7,299 2,875 0.53% 0.53% 265 0 0.0% Q2 2026 Jul 15, 2026
Blue Trust, Inc. History No change 7,277 2,866 0.03% 0.03% 266 0 0.0% Q2 2026 Jul 21, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 7,212 2,841 0.37% 0.37% 267 0 0.0% Q2 2026 Aug 06, 2026
Kelsey Financial, LLC History No change 7,178 2,827 2.15% 2.15% 268 0 0.0% Q2 2026 Aug 10, 2026
Relyea Zuckerberg Hanson LLC History No change 7,101 2,797 0.23% 0.23% 269 0 0.0% Q2 2026 Jul 16, 2026
One Capital Management, LLC History No change 8,856 2,779 0.08% 0.08% 270 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 7,005 2,759 0.07% 0.07% 271 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Asset Management, LLC History No change 6,957 2,740 0.26% 0.26% 272 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Management, LLC History No change 6,927 2,728 0.12% 0.12% 273 0 0.0% Q2 2026 Jul 22, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 6,851 2,699 2.04% 2.04% 274 0 0.0% Q2 2026 Aug 07, 2026
HRT FINANCIAL LP History No change 6,850 2,698 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
jvl associates llc History No change 6,784 2,672 0.76% 0.76% 276 0 0.0% Q2 2026 Jul 06, 2026
Visionary Wealth Advisors History No change 6,685 2,633 0.1% 0.1% 277 0 0.0% Q2 2026 Aug 13, 2026
Private Advisory Group LLC History No change 6,678 2,630 0.14% 0.14% 278 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 6,644 2,618 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
JMG Financial Group, Ltd. History No change 6,616 2,606 0.06% 0.06% 280 0 0.0% Q2 2026 Jul 31, 2026
Grey Ledge Advisors, LLC History No change 6,523 2,569 0.52% 0.52% 281 0 0.0% Q2 2026 Jul 27, 2026
EQUITABLE TRUST CO History No change 6,481 2,553 0.11% 0.11% 282 0 0.0% Q2 2026 Jul 23, 2026
Financial Sense Advisors, Inc. History No change 6,474 2,550 0.5% 0.5% 283 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 7,950 2,547 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 6,452 2,541 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 17, 2026
Index Technologies Group LLC History No change 6,410 2,525 2.02% 2.02% 286 0 0.0% Q2 2026 Aug 14, 2026
Eukles Asset Management History No change 6,283 2,475 1.02% 1.02% 287 0 0.0% Q2 2026 Aug 05, 2026
SONATA CAPITAL GROUP INC History No change 6,281 2,474 0.8% 0.8% 288 0 0.0% Q2 2026 Jul 24, 2026
OneDigital Investment Advisors LLC History No change 6,250 2,462 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 6,229 2,453 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 6,076 2,393 0.05% 0.05% 291 0 0.0% Q2 2026 Aug 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 5,998 2,362 0.02% 0.02% 292 0 0.0% Q2 2026 Jul 30, 2026
Wescott Financial Advisory Group, LLC History No change 5,978 2,355 0.18% 0.18% 293 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 5,967 2,350 0.02% 0.02% 294 0 0.0% Q2 2026 Jul 27, 2026
Fifth Third Wealth Advisors LLC History No change 5,909 2,327 0.07% 0.07% 295 0 0.0% Q2 2026 Jul 17, 2026
Haverford Trust Co History No change 5,876 2,314 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 12, 2026
Somerset Group LLC History No change 5,990 2,304 1.62% 1.62% 297 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 5,825 2,294 0.06% 0.06% 298 0 0.0% Q2 2026 Aug 11, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 5,578 2,197 0.2% 0.2% 299 0 0.0% Q2 2026 Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,555 2,188 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 13, 2026
Heck Capital Advisors, LLC History No change 5,535 2,180 0.13% 0.13% 301 0 0.0% Q2 2026 Jul 10, 2026
Atria Investments, Inc History No change 5,498 2,165 0.02% 0.02% 302 0 0.0% Q2 2026 Jul 28, 2026
Robertson Stephens Wealth Management, LLC History No change 5,497 2,165 0.05% 0.05% 303 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Advisor Solutions, LLC History No change 5,455 2,149 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 06, 2026
Sigma Planning Corp History No change 5,452 2,147 0.05% 0.05% 305 0 0.0% Q2 2026 Aug 07, 2026
Stronghold Wealth Management L.L.C. History No change 5,449 2,146 2.87% 2.87% 306 0 0.0% Q2 2026 Jul 24, 2026
MATHER GROUP, LLC. History No change 5,432 2,140 0.02% 0.02% 307 0 0.0% Q2 2026 Jul 27, 2026
Clear Creek Financial Management, LLC History No change 5,427 2,138 0.14% 0.14% 308 0 0.0% Q2 2026 Jul 27, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 5,404 2,128 0.86% 0.86% 309 0 0.0% Q2 2026 Jul 14, 2026
Eagle Strategies LLC History No change 5,400 2,127 0.21% 0.21% 310 0 0.0% Q2 2026 Jul 21, 2026
BTC Capital Management, Inc. History No change 5,394 2,125 0.13% 0.13% 311 0 0.0% Q2 2026 Jul 16, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 5,367 2,114 0.1% 0.1% 312 0 0.0% Q2 2026 Jul 21, 2026
Sentinel Advisory Group, LLC History No change 5,349 2,107 0.86% 0.86% 313 0 0.0% Q2 2026 Jul 23, 2026
Pointe Capital Management LLC History No change 5,324 2,097 0.94% 0.94% 314 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 5,323 2,096 0.06% 0.06% 315 0 0.0% Q2 2026 Aug 05, 2026
Risk Paradigm Group, LLC History No change 5,309 2,091 1.64% 1.64% 316 0 0.0% Q2 2026 Aug 05, 2026
Caprock Group, LLC History No change 5,284 2,081 0.04% 0.04% 317 0 0.0% Q2 2026 Jul 27, 2026
DECISION INVESTMENTS, INC History No change 5,239 2,063 1.88% 1.88% 318 0 0.0% Q2 2026 Jul 13, 2026
RPg Family Wealth Advisory, LLC History No change 5,199 2,048 0.42% 0.42% 319 0 0.0% Q2 2026 Aug 04, 2026
Shakespeare Wealth Management, LLC History No change 5,194 2,046 0.54% 0.54% 320 0 0.0% Q2 2026 Jul 20, 2026
Ashton Thomas Private Wealth, LLC History No change 5,181 2,041 0.04% 0.04% 321 0 0.0% Q2 2026 Jul 29, 2026
Forum Finance Group S.A. History No change 6,385 2,033 0.73% 0.73% 322 0 0.0% Q2 2026 Aug 14, 2026
Jasper Ridge Partners, L.P. History No change 5,145 2,026 0.04% 0.04% 323 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History No change 5,136 2,023 0.04% 0.04% 324 0 0.0% Q2 2026 Jul 08, 2026
Sterling Capital Management LLC History No change 5,074 1,998 0.03% 0.03% 325 0 0.0% Q2 2026 Jul 28, 2026
Krilogy Financial LLC History No change 4,951 1,950 0.06% 0.06% 326 0 0.0% Q2 2026 Jul 27, 2026
Jackson, Grant Investment Advisers, Inc. History No change 4,949 1,949 0.61% 0.61% 327 0 0.0% Q2 2026 Jul 31, 2026
Compound Planning, Inc. History No change 4,886 1,924 0.05% 0.05% 328 0 0.0% Q2 2026 Aug 04, 2026
Connecticut Wealth Management, LLC History No change 4,863 1,915 0.07% 0.07% 329 0 0.0% Q2 2026 Jul 29, 2026
Tranquility Partners, LLC History No change 4,860 1,914 0.66% 0.66% 330 0 0.0% Q2 2026 Jul 23, 2026
CULLEN/FROST BANKERS, INC. History No change 4,856 1,913 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 27, 2026
McKinley Carter Wealth Services, Inc. History No change 4,842 1,907 0.1% 0.1% 332 0 0.0% Q2 2026 Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 4,821 1,899 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 14, 2026
Lewis Asset Management, LLC History No change 4,801 1,891 0.66% 0.66% 334 0 0.0% Q2 2026 Jul 21, 2026
Foundation Wealth Management, LLC\PA History No change 4,786 1,885 0.57% 0.57% 335 0 0.0% Q2 2026 Jul 21, 2026
Trust Point Inc. History No change 4,724 1,861 0.16% 0.16% 336 0 0.0% Q2 2026 Jul 08, 2026
MWA Asset Management History No change 4,702 1,852 0.84% 0.84% 337 0 0.0% Q2 2026 Jul 31, 2026
J.W. COLE ADVISORS, INC. History No change 4,693 1,849 0.03% 0.03% 338 0 0.0% Q2 2026 Jul 21, 2026
Ironwood Financial, llc History No change 4,852 1,838 0.29% 0.29% 339 0 0.0% Q2 2026 Jul 17, 2026
APPLETON PARTNERS INC/MA History No change 4,619 1,820 0.11% 0.11% 340 0 0.0% Q2 2026 Jul 21, 2026
Affinity Capital Advisors, LLC History No change 4,668 1,820 0.22% 0.22% 341 0 0.0% Q2 2026 Jul 08, 2026
Naviter Wealth, LLC History No change 4,560 1,796 0.16% 0.16% 342 0 0.0% Q2 2026 Aug 07, 2026
Sowell Financial Services LLC History No change 4,527 1,783 0.06% 0.06% 343 0 0.0% Q2 2026 Jul 17, 2026
Chicago Capital, LLC History No change 4,469 1,760 0.04% 0.04% 344 0 0.0% Q2 2026 Jul 27, 2026
BOSTON FAMILY OFFICE LLC History No change 4,441 1,750 0.11% 0.11% 345 0 0.0% Q2 2026 Aug 12, 2026
Vawter Financial, Ltd. History No change 4,406 1,735 0.65% 0.65% 346 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 4,401 1,733 0.02% 0.02% 347 0 0.0% Q2 2026 Aug 13, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 4,397 1,732 1.13% 1.13% 348 0 0.0% Q2 2026 Aug 13, 2026
CHATHAM CAPITAL GROUP, INC. History No change 4,360 1,717 0.22% 0.22% 349 0 0.0% Q2 2026 Jul 10, 2026
Lighthouse Financial LLC History No change 4,360 1,717 0.89% 0.89% 350 0 0.0% Q2 2026 Aug 13, 2026
Independent Advisor Alliance History No change 4,351 1,713 0.04% 0.04% 351 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Advisors, Inc. History No change 4,348 1,713 0.36% 0.36% 352 0 0.0% Q2 2026 Jul 17, 2026
SilverOak Wealth Management LLC History No change 4,308 1,697 0.22% 0.22% 353 0 0.0% Q2 2026 Jul 29, 2026
Armstrong, Fleming & Moore, Inc History No change 4,272 1,682 0.56% 0.56% 354 0 0.0% Q2 2026 Jul 28, 2026
Integrated Advisors Network LLC History No change 4,201 1,655 0.08% 0.08% 355 0 0.0% Q2 2026 Aug 11, 2026
Capital Group Private Client Services, Inc. History No change 4,191 1,651 0.02% 0.02% 356 0 0.0% Q2 2026 Aug 12, 2026
Curated Wealth Partners LLC History No change 4,189 1,650 0.19% 0.19% 357 0 0.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 4,162 1,639 0.11% 0.11% 358 0 0.0% Q2 2026 Jul 29, 2026
Apollon Wealth Management, LLC History No change 4,056 1,598 0.02% 0.02% 359 0 0.0% Q2 2026 Jul 22, 2026
Betterment LLC History No change 4,041 1,592 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 3,995 1,573 0.3% 0.3% 361 0 0.0% Q2 2026 Jul 20, 2026
Navis Wealth Advisors, LLC History No change 3,980 1,568 0.59% 0.59% 362 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 4,187 1,564 0.57% 0.57% 363 0 0.0% Q2 2026 Jul 28, 2026
DAVIDSON TRUST CO History No change 3,928 1,547 0.6% 0.6% 364 0 0.0% Q2 2026 Jul 29, 2026
Intrua Financial, LLC History No change 3,905 1,538 0.14% 0.14% 365 0 0.0% Q2 2026 Jul 24, 2026
Intrepid Financial Planning Group LLC History No change 3,889 1,532 0.52% 0.52% 366 0 0.0% Q2 2026 Aug 12, 2026
MMA ASSET MANAGEMENT LLC History No change 3,891 1,532 0.49% 0.49% 367 0 0.0% Q2 2026 Aug 04, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 3,886 1,530 1.0% 1.0% 368 0 0.0% Q2 2026 Jul 28, 2026
Diversified Trust Co History No change 3,859 1,520 0.02% 0.02% 369 0 0.0% Q2 2026 Jul 17, 2026
Brookstone Capital Management History No change 3,847 1,515 0.02% 0.02% 370 0 0.0% Q2 2026 Jul 15, 2026
Bragg Financial Advisors, Inc History No change 3,842 1,513 0.04% 0.04% 371 0 0.0% Q2 2026 Aug 12, 2026
Frederick Financial Consultants, LLC History No change 3,835 1,510 0.64% 0.64% 372 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 3,816 1,503 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 3,817 1,503 0.03% 0.03% 374 0 0.0% Q2 2026 Jul 20, 2026
Smartleaf Asset Management LLC History No change 3,846 1,501 0.05% 0.05% 375 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 3,780 1,489 0.03% 0.03% 376 0 0.0% Q2 2026 Jul 09, 2026
WESBANCO BANK INC History No change 3,747 1,476 0.04% 0.04% 377 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Partners, Ltd. History No change 3,712 1,462 0.09% 0.09% 378 0 0.0% Q2 2026 Aug 12, 2026
McAdam, LLC History No change 3,688 1,452 0.06% 0.06% 379 0 0.0% Q2 2026 Aug 04, 2026
INSIGHT 2811, INC. History No change 3,566 1,404 0.54% 0.54% 380 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 3,566 1,404 0.03% 0.03% 381 0 0.0% Q2 2026 Aug 14, 2026
RIVERSEDGE ADVISORS, LLC History No change 3,558 1,401 0.18% 0.18% 382 0 0.0% Q2 2026 Jul 16, 2026
CENTAURUS FINANCIAL, INC. History No change 3,537 1,394 0.05% 0.05% 383 0 0.0% Q2 2026 Aug 17, 2026
FAS Wealth Partners, Inc. History No change 3,538 1,393 0.07% 0.07% 384 0 0.0% Q2 2026 Jul 29, 2026
BAYBAN History No change 3,531 1,391 1.07% 1.07% 385 0 0.0% Q2 2026 Jul 30, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 3,494 1,376 0.03% 0.03% 386 0 0.0% Q2 2026 Aug 04, 2026
Walsh & Associates, LLC History No change 3,491 1,375 1.12% 1.12% 387 0 0.0% Q2 2026 Jul 21, 2026
Veery Capital, LLC History Reduced 3,843 1,371 0.37% 0.42% 388 -169 -4.21% Q3 2026 Oct 07, 2026
Glass Jacobson Investment Advisors llc History No change 3,470 1,366 0.43% 0.43% 389 0 0.0% Q2 2026 Jul 30, 2026
OpenArc Corporate Advisory, LLC History No change 3,466 1,365 0.02% 0.02% 390 0 0.0% Q2 2026 Aug 05, 2026
Guidance Point Advisors, LLC History No change 3,441 1,359 0.29% 0.29% 391 0 0.0% Q2 2026 Jul 31, 2026
Quadcap Wealth Management, LLC History No change 3,433 1,352 0.13% 0.13% 392 0 0.0% Q2 2026 Jul 31, 2026
Parallel Advisors, LLC History No change 3,431 1,351 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 3,429 1,350 0.02% 0.02% 394 0 0.0% Q2 2026 Aug 18, 2026
LANARK FINANCIAL, INC. History No change 3,408 1,342 0.09% 0.09% 395 0 0.0% Q2 2026 Jul 21, 2026
Neuberger Berman Group LLC History No change 3,399 1,339 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 13, 2026
Keudell/Morrison Wealth Management History No change 3,399 1,339 0.25% 0.25% 397 0 0.0% Q2 2026 Jul 15, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 3,380 1,331 0.43% 0.43% 398 0 0.0% Q2 2026 Jul 24, 2026
Ironwood Investment Counsel, LLC History No change 3,368 1,326 0.17% 0.17% 399 0 0.0% Q2 2026 Aug 05, 2026
Clarion Wealth Managment Partners, LLC History No change 3,352 1,320 1.07% 1.07% 400 0 0.0% Q2 2026 Aug 12, 2026
DHJJ Financial Advisors, Ltd. History No change 3,348 1,318 0.38% 0.38% 401 0 0.0% Q2 2026 Jul 24, 2026
Dakota Wealth Management History No change 3,267 1,287 0.02% 0.02% 402 0 0.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History No change 3,248 1,279 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 11, 2026
Crestwood Advisors Group, LLC History No change 3,224 1,270 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 03, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 3,219 1,268 0.11% 0.11% 405 0 0.0% Q2 2026 Jul 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 3,215 1,266 0.04% 0.04% 406 0 0.0% Q2 2026 Jul 31, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 3,181 1,253 0.07% 0.07% 407 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,163 1,246 0.02% 0.02% 408 0 0.0% Q2 2026 Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 3,155 1,242 0.02% 0.02% 409 0 0.0% Q2 2026 Jul 15, 2026
AFT, FORSYTH & COMPANY, INC. History No change 3,153 1,242 0.6% 0.6% 410 0 0.0% Q2 2026 Aug 14, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 3,132 1,233 0.1% 0.1% 411 0 0.0% Q2 2026 Jul 28, 2026
Allegheny Financial Group History No change 3,128 1,232 0.13% 0.13% 412 0 0.0% Q2 2026 Jul 22, 2026
DAVENPORT & Co LLC History No change 3,123 1,230 0.01% 0.01% 413 0 0.0% Q2 2026 Jul 13, 2026
First Bancorp, Inc /ME/ History No change 3,110 1,225 0.48% 0.48% 414 0 0.0% Q2 2026 Aug 11, 2026
Fiduciary Alliance LLC History No change 3,105 1,223 0.08% 0.08% 415 0 0.0% Q2 2026 Jul 20, 2026
Savvy Advisors, Inc. History No change 3,050 1,201 0.03% 0.03% 416 0 0.0% Q2 2026 Aug 03, 2026
Waterloo Capital, L.P. History No change 3,043 1,198 0.07% 0.07% 417 0 0.0% Q2 2026 Jul 29, 2026
Prosperity Planning, Inc. History No change 3,006 1,184 0.27% 0.27% 418 0 0.0% Q2 2026 Jul 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,008 1,184 0.02% 0.02% 419 0 0.0% Q2 2026 Aug 03, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 3,000 1,181 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 3,000 1,181 0.03% 0.03% 421 0 0.0% Q2 2026 Aug 05, 2026
HBK Sorce Advisory LLC History No change 3,031 1,172 0.02% 0.02% 422 0 0.0% Q2 2026 Aug 06, 2026
Renasant Bank History No change 2,974 1,171 0.75% 0.75% 423 0 0.0% Q2 2026 Aug 11, 2026
Stonebridge Financial Planning Group, LLC History No change 2,951 1,162 0.37% 0.37% 424 0 0.0% Q2 2026 Jul 31, 2026
Advisory Services Network, LLC History No change 2,940 1,158 0.01% 0.01% 425 0 0.0% Q2 2026 Aug 12, 2026
Bishop & Co Investment Management, LLC History No change 2,931 1,154 0.36% 0.36% 426 0 0.0% Q2 2026 Jul 22, 2026
National Philanthropic Trust History No change 2,925 1,152 0.02% 0.02% 427 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 2,918 1,149 0.06% 0.06% 428 0 0.0% Q2 2026 Jul 10, 2026
ASPIRIANT, LLC History No change 2,915 1,148 0.03% 0.03% 429 0 0.0% Q2 2026 Jul 20, 2026
Aptus Capital Advisors, LLC History No change 2,913 1,147 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 12, 2026
Disciplined Investments, LLC History No change 2,892 1,139 0.37% 0.37% 431 0 0.0% Q2 2026 Aug 07, 2026
ACIMA PRIVATE WEALTH, LLC History No change 3,170 1,131 0.33% 0.36% 432 0 0.0% Q3 2026 Oct 05, 2026
AdvisorNet Financial, Inc History No change 2,870 1,130 0.05% 0.05% 433 0 0.0% Q2 2026 Jul 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,861 1,127 0.07% 0.07% 434 0 0.0% Q2 2026 Aug 13, 2026
Garde Capital, Inc. History No change 2,853 1,123 0.05% 0.05% 435 0 0.0% Q2 2026 Jul 31, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,835 1,116 0.01% 0.01% 436 0 0.0% Q2 2026 Jul 20, 2026
Intergy Private Wealth, LLC History No change 2,811 1,107 0.26% 0.26% 437 0 0.0% Q2 2026 Jul 17, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 3,159 1,101 0.3% 0.3% 438 0 0.0% Q2 2026 Jul 24, 2026
DIVERSIFIED MANAGEMENT INC History No change 2,778 1,094 0.23% 0.23% 439 0 0.0% Q2 2026 Jul 09, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 3,047 1,087 0.01% 0.01% 440 -2,004 -39.68% Q3 2026 Oct 06, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,760 1,087 0.16% 0.16% 441 0 0.0% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History No change 2,757 1,086 0.04% 0.04% 442 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 2,745 1,081 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 12, 2026
Friday Financial History No change 2,804 1,081 0.29% 0.29% 444 0 0.0% Q2 2026 Jul 09, 2026
Glenview Trust Co History No change 2,742 1,080 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 18, 2026
Intellectus Partners, LLC History No change 2,735 1,077 0.19% 0.19% 446 0 0.0% Q2 2026 Aug 12, 2026
Bedel Financial Consulting, Inc. History No change 2,730 1,075 0.1% 0.1% 447 0 0.0% Q2 2026 Jul 29, 2026
Copia Wealth Management History No change 2,719 1,071 0.64% 0.64% 448 0 0.0% Q2 2026 Aug 17, 2026
EASTERN BANK History Reduced 2,950 1,052 0.02% 0.02% 449 -70 -2.32% Q3 2026 Oct 05, 2026
Gladstone Institutional Advisory LLC History No change 2,658 1,047 0.03% 0.03% 450 0 0.0% Q2 2026 Jul 27, 2026
Mesirow Financial Investment Management, Inc. History No change 2,655 1,045 0.02% 0.02% 451 0 0.0% Q2 2026 Jul 22, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 2,665 1,042 0.12% 0.12% 452 0 0.0% Q2 2026 Jul 07, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 2,643 1,041 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 04, 2026
Kovack Advisors, Inc. History No change 2,645 1,040 0.05% 0.05% 454 0 0.0% Q2 2026 Jul 28, 2026
MILLENNIUM MANAGEMENT LLC History No change 2,628 1,035 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 14, 2026
Nicholas Investment Partners, LP History No change 2,625 1,034 0.06% 0.06% 456 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 2,639 1,033 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 07, 2026
Perigon Wealth Management, LLC History No change 2,622 1,032 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 07, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 2,605 1,026 0.14% 0.14% 459 0 0.0% Q2 2026 Aug 12, 2026
Accredited Investors Inc. History No change 2,606 1,026 0.04% 0.04% 460 0 0.0% Q2 2026 Jul 21, 2026
Palisades Hudson Asset Management, L.P. History No change 2,579 1,016 0.36% 0.36% 461 0 0.0% Q2 2026 Aug 07, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 2,575 1,014 0.37% 0.37% 462 0 0.0% Q2 2026 Aug 07, 2026
NorthRock Partners, LLC History No change 2,571 1,012 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 11, 2026
Venture Visionary Partners LLC History No change 2,568 1,011 0.03% 0.03% 464 0 0.0% Q2 2026 Jul 27, 2026
Global View Capital Management LLC History No change 2,558 1,007 0.21% 0.21% 465 0 0.0% Q2 2026 Jul 23, 2026
WealthPlan Investment Management, LLC History No change 2,546 1,003 0.05% 0.05% 466 0 0.0% Q2 2026 Jul 28, 2026
Pacific Point Advisors, LLC History No change 2,500 984 0.45% 0.45% 467 0 0.0% Q2 2026 Jul 24, 2026
VERUS CAPITAL PARTNERS, LLC History No change 2,496 983 0.05% 0.05% 468 0 0.0% Q2 2026 Aug 06, 2026
Freestone Capital Holdings, LLC History No change 2,491 981 0.03% 0.03% 469 0 0.0% Q2 2026 Jul 31, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 2,481 977 0.22% 0.22% 470 0 0.0% Q2 2026 Jul 20, 2026
GARRISON POINT ADVISORS, LLC History No change 2,477 975 0.4% 0.4% 471 0 0.0% Q2 2026 Jul 31, 2026
Focus Financial Network, Inc. History No change 2,459 968 0.03% 0.03% 472 0 0.0% Q2 2026 Jul 09, 2026
AMJ Financial Wealth Management History No change 3,083 967 0.23% 0.23% 473 0 0.0% Q2 2026 Aug 10, 2026
American State Bank (Iowa) History No change 2,448 964 0.39% 0.39% 474 0 0.0% Q2 2026 Jul 09, 2026
FULTON BANK, N.A. History No change 2,417 952 0.03% 0.03% 475 0 0.0% Q2 2026 Jul 09, 2026
Consilium Wealth Advisory, LLC History No change 2,416 951 0.28% 0.28% 476 0 0.0% Q2 2026 Aug 10, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 2,382 938 0.15% 0.15% 477 0 0.0% Q2 2026 Aug 07, 2026
MGO ONE SEVEN LLC History No change 2,371 933 0.02% 0.02% 478 0 0.0% Q2 2026 Jul 31, 2026
Madrid Wealth Management, LLC History No change 2,367 932 0.61% 0.61% 479 0 0.0% Q2 2026 Jul 31, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 2,353 927 0.06% 0.06% 480 0 0.0% Q2 2026 Jul 31, 2026
Sound View Wealth Advisors Group, LLC History No change 2,352 926 0.06% 0.06% 481 0 0.0% Q2 2026 Aug 11, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 2,350 925 0.09% 0.09% 482 0 0.0% Q2 2026 Jul 28, 2026
ARK & TLK INVESTMENTS, LLC History No change 2,332 918 0.23% 0.23% 483 0 0.0% Q2 2026 Jul 20, 2026
GHP Investment Advisors, Inc. History No change 2,306 908 0.03% 0.03% 484 0 0.0% Q2 2026 Jul 17, 2026
GC Wealth Management RIA, LLC History No change 2,300 906 0.05% 0.05% 485 0 0.0% Q2 2026 Jul 16, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 2,297 905 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 2,295 904 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 2,290 902 0.01% 0.01% 488 0 0.0% Q2 2026 Jul 20, 2026
Legacy Trust History No change 2,291 902 0.16% 0.16% 489 0 0.0% Q2 2026 Jul 31, 2026
Bell Bank History No change 2,288 901 0.03% 0.03% 490 0 0.0% Q2 2026 Jul 15, 2026
Sepio Capital, LP History No change 2,287 900 0.05% 0.05% 491 0 0.0% Q2 2026 Jul 28, 2026
Symphony Financial, Ltd. Co. History No change 2,298 897 0.1% 0.1% 492 0 0.0% Q2 2026 Aug 03, 2026
Flaharty Asset Management, LLC History No change 2,296 888 1.27% 1.27% 493 0 0.0% Q2 2026 Jul 08, 2026
Emerald Investment Advisers, LLC History No change 2,254 887 0.06% 0.06% 494 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 2,242 883 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 10, 2026
SkyOak Wealth, LLC History No change 2,229 878 0.14% 0.14% 496 0 0.0% Q2 2026 Jul 30, 2026
Sierra Capital LLC History No change 2,223 875 0.08% 0.08% 497 0 0.0% Q2 2026 Aug 13, 2026
CI INVESTMENTS INC. History No change 2,221 874 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 13, 2026
Newton One Investments LLC History No change 2,219 874 0.22% 0.22% 499 0 0.0% Q2 2026 Jul 22, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 2,216 873 0.4% 0.4% 500 0 0.0% Q2 2026 Jul 10, 2026
Integrity Wealth Solutions LLC History No change 2,218 873 0.32% 0.32% 501 0 0.0% Q2 2026 Jul 30, 2026
Stordahl Capital Management, Inc. History No change 2,209 870 0.16% 0.16% 502 0 0.0% Q2 2026 Jul 14, 2026
Banque Transatlantique SA History No change 2,200 866 0.02% 0.02% 503 0 0.0% Q2 2026 Jul 30, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 2,183 860 0.58% 0.58% 504 0 0.0% Q2 2026 Jul 15, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 2,181 859 0.61% 0.61% 505 0 0.0% Q2 2026 Aug 10, 2026
American Wealth Advisors, LLC History No change 2,147 845 0.79% 0.79% 506 0 0.0% Q2 2026 Aug 07, 2026
Advisors Capital Management, LLC History No change 2,127 838 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 11, 2026
Carnegie Investment Counsel History No change 2,120 835 0.02% 0.02% 508 0 0.0% Q2 2026 Jul 30, 2026
RFG Advisory, LLC History No change 2,082 820 0.01% 0.01% 509 0 0.0% Q2 2026 Jul 15, 2026
Elgethun Capital Management History No change 2,075 817 0.11% 0.11% 510 0 0.0% Q2 2026 Jul 29, 2026
SVB WEALTH LLC History No change 2,071 815 0.05% 0.05% 511 0 0.0% Q2 2026 Jul 17, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,057 810 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 11, 2026
FC Advisory LLC History Reduced 2,256 805 0.21% 0.24% 514 -93 -3.96% Q3 2026 Oct 05, 2026
Laird Norton Wetherby Trust Company, LLC History No change 2,045 805 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 14, 2026
HM PAYSON & CO History No change 2,000 787 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 17, 2026
Quantbot Technologies LP History No change 2,000 787 0.03% 0.03% 516 0 0.0% Q2 2026 Aug 12, 2026
Moors & Cabot, Inc. History No change 2,000 787 0.03% 0.03% 517 0 0.0% Q2 2026 Aug 10, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 1,956 770 0.24% 0.24% 518 0 0.0% Q2 2026 Jul 29, 2026
Platform Technology Partners History No change 1,940 764 0.13% 0.13% 519 0 0.0% Q2 2026 Jul 24, 2026
CFG Wealth Management Services, Inc. History No change 2,424 760 0.71% 0.71% 520 0 0.0% Q2 2026 Jul 15, 2026
Palisade Asset Management, LLC History No change 1,928 759 0.07% 0.07% 521 0 0.0% Q2 2026 Jul 20, 2026
Colonial Trust Co / SC History No change 1,927 759 0.1% 0.1% 522 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 1,923 757 0.01% 0.01% 523 0 0.0% Q2 2026 Jul 24, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,921 756 0.01% 0.01% 524 0 0.0% Q2 2026 Sep 23, 2026
Premier Path Wealth Partners, LLC History No change 1,920 756 0.09% 0.09% 525 0 0.0% Q2 2026 Jul 21, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 1,900 749 0.0% 0.0% 526 0 0.0% Q2 2026 Jul 29, 2026
United Advisor Group, LLC History No change 1,902 749 0.08% 0.08% 527 0 0.0% Q2 2026 Jul 29, 2026
NTV ASSET MANAGEMENT LLC History No change 1,878 739 0.07% 0.07% 528 0 0.0% Q2 2026 Aug 05, 2026
Bensler, LLC History No change 1,877 739 0.07% 0.07% 529 0 0.0% Q2 2026 Jul 23, 2026
Hoxton Planning & Management, LLC History No change 1,865 734 0.19% 0.19% 530 0 0.0% Q2 2026 Jul 16, 2026
Genesee Capital Advisors, LLC History No change 1,840 724 0.23% 0.23% 531 0 0.0% Q2 2026 Aug 06, 2026
Verdence Capital Advisors LLC History No change 1,816 715 0.04% 0.04% 532 0 0.0% Q2 2026 Jul 29, 2026
Prime Capital Investment Advisors, LLC History No change 1,814 714 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 05, 2026
DRAVO BAY LLC History No change 1,808 712 0.25% 0.25% 534 0 0.0% Q2 2026 Aug 11, 2026
Resonant Capital Advisors, LLC History No change 1,800 709 0.03% 0.03% 535 0 0.0% Q2 2026 Jul 24, 2026
FSM Wealth Advisors, LLC History No change 1,799 708 0.08% 0.08% 536 0 0.0% Q2 2026 Jul 15, 2026
Atlantic Union Bankshares Corp History No change 1,793 706 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 11, 2026
ANDERSON HOAGLAND & CO History No change 1,790 705 0.06% 0.06% 538 0 0.0% Q2 2026 Jul 06, 2026
Strategies Wealth Advisors, LLC History No change 1,791 705 0.06% 0.06% 539 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIENT ADVISORS LLC History No change 1,789 704 0.1% 0.1% 540 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA SECURITIES, LLC History No change 1,771 697 0.06% 0.06% 541 0 0.0% Q2 2026 Aug 14, 2026
McGuire Investment Group, LLC History No change 1,768 696 0.06% 0.06% 542 0 0.0% Q2 2026 Jul 27, 2026
Oak Barrel Wealth Advisory LLC History No change 1,762 694 0.31% 0.31% 543 0 0.0% Q2 2026 Aug 07, 2026
Accurate Wealth Management, LLC History No change 1,803 693 0.07% 0.07% 544 0 0.0% Q2 2026 Jul 14, 2026
Trifecta Capital Advisors, LLC History No change 1,737 684 0.09% 0.09% 545 0 0.0% Q2 2026 Aug 03, 2026
Brand Asset Management Group, Inc. History No change 1,727 680 0.15% 0.15% 546 0 0.0% Q2 2026 Aug 12, 2026
Seelaus Asset Management LLC History No change 1,725 679 0.48% 0.48% 547 0 0.0% Q2 2026 Jul 16, 2026
Allen Investment Management, LLC History No change 1,720 677 0.01% 0.01% 548 0 0.0% Q2 2026 Aug 05, 2026
ST GERMAIN D J CO INC History No change 1,714 675 0.02% 0.02% 549 0 0.0% Q2 2026 Jul 21, 2026
SOA Wealth Advisors, LLC. History No change 1,704 671 0.11% 0.11% 550 0 0.0% Q2 2026 Jul 21, 2026
IHT Wealth Management, LLC History No change 1,703 670 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 14, 2026
Cascade Wealth Advisors, Inc History No change 1,718 670 0.27% 0.27% 552 0 0.0% Q2 2026 Aug 10, 2026
Athena Investment Management History No change 1,694 667 0.4% 0.4% 553 0 0.0% Q2 2026 Aug 06, 2026
Jupiter Wealth Management LLC History No change 1,683 663 0.27% 0.27% 554 0 0.0% Q2 2026 Aug 10, 2026
Brady Martz Wealth Solutions, LLC History No change 1,679 661 0.1% 0.1% 555 0 0.0% Q2 2026 Jul 23, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 1,675 659 0.16% 0.16% 556 0 0.0% Q2 2026 Aug 13, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 1,672 658 0.19% 0.19% 557 0 0.0% Q2 2026 Jul 31, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,661 654 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 12, 2026
Northstar Financial Companies, Inc. History No change 1,661 654 0.44% 0.44% 559 0 0.0% Q2 2026 Aug 06, 2026
Performance Wealth Partners, LLC History No change 1,658 653 0.02% 0.02% 560 0 0.0% Q2 2026 Aug 07, 2026
Joel Isaacson & Co., LLC History No change 1,648 649 0.02% 0.02% 561 0 0.0% Q2 2026 Aug 04, 2026
Apella Capital, LLC History No change 1,667 642 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 08, 2026
Investmark Advisory Group LLC History No change 1,631 642 0.24% 0.24% 563 0 0.0% Q2 2026 Aug 07, 2026
BEARING POINT CAPITAL, LLC History No change 1,626 640 0.09% 0.09% 564 0 0.0% Q2 2026 Aug 11, 2026
Destination Wealth Management History No change 1,624 639 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 14, 2026
KDK Private Wealth Management, LLC History No change 1,624 639 0.53% 0.53% 566 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 1,621 638 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 06, 2026
Tassel Capital Management, Inc. History No change 1,619 637 0.3% 0.3% 568 0 0.0% Q2 2026 Aug 07, 2026
Proactive Wealth Strategies LLC History No change 1,612 635 0.1% 0.1% 569 0 0.0% Q2 2026 Aug 10, 2026
Fiera Capital Corp History No change 1,596 628 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 07, 2026
Forum Financial Management, LP History No change 1,584 624 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 23, 2026
Summa Corp. History No change 1,585 624 0.2% 0.2% 572 0 0.0% Q2 2026 Aug 06, 2026
UNIVEST FINANCIAL Corp History No change 1,581 622 0.03% 0.03% 573 0 0.0% Q2 2026 Aug 07, 2026
CHAPIN DAVIS, INC. History No change 1,578 621 0.11% 0.11% 574 0 0.0% Q2 2026 Jul 07, 2026
MONTAG A & ASSOCIATES INC History No change 1,562 615 0.03% 0.03% 575 0 0.0% Q2 2026 Aug 05, 2026
Diversified Portfolios, Inc. History No change 1,543 607 0.04% 0.04% 576 0 0.0% Q2 2026 Aug 04, 2026
Rossby Financial, LCC History No change 1,516 597 0.11% 0.11% 577 0 0.0% Q2 2026 Aug 04, 2026
Cranbrook Wealth Management, LLC History No change 1,510 594 0.11% 0.11% 578 0 0.0% Q2 2026 Aug 06, 2026
Key FInancial Inc History No change 1,506 593 0.1% 0.1% 579 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 1,497 589 0.05% 0.05% 580 0 0.0% Q2 2026 Jul 28, 2026
Sage Capital Management, LLC History No change 1,494 589 0.23% 0.23% 581 0 0.0% Q2 2026 Jul 20, 2026
True North Advisors, LLC History No change 1,491 587 0.06% 0.06% 582 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 1,574 587 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 1,574 587 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 29, 2026
KLCM Advisors, Inc. History No change 1,476 581 0.05% 0.05% 585 0 0.0% Q2 2026 Aug 06, 2026
LS Investment Advisors, LLC History No change 1,475 581 0.08% 0.08% 586 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisory Services, LLC History No change 1,457 574 0.04% 0.04% 587 0 0.0% Q2 2026 Jul 23, 2026
WILLNER & HELLER, LLC History No change 1,459 574 0.36% 0.36% 588 0 0.0% Q2 2026 Jul 07, 2026
Oakworth Capital, Inc. History No change 1,453 572 0.03% 0.03% 589 0 0.0% Q2 2026 Jul 22, 2026
Callan Family Office, LLC History No change 1,452 572 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 11, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,446 569 0.03% 0.03% 591 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Partners, LLC History No change 1,446 569 0.08% 0.08% 592 0 0.0% Q2 2026 Aug 03, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,438 566 0.03% 0.03% 593 0 0.0% Q2 2026 Jul 13, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 1,430 563 0.17% 0.17% 594 0 0.0% Q2 2026 Aug 10, 2026
Curtis Advisory Group, LLC History No change 1,423 560 0.11% 0.11% 595 0 0.0% Q2 2026 Jul 29, 2026
SHAKER INVESTMENTS LLC/OH History No change 1,413 556 0.2% 0.2% 596 0 0.0% Q2 2026 Jul 15, 2026
RWA WEALTH PARTNERS, LLC History No change 1,413 556 0.01% 0.01% 597 0 0.0% Q2 2026 Aug 07, 2026
PIER 88 INVESTMENT PARTNERS LLC History No change 1,400 551 0.13% 0.13% 598 0 0.0% Q2 2026 Aug 04, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 1,397 550 0.19% 0.19% 599 0 0.0% Q2 2026 Aug 13, 2026
Eagle Bay Advisors LLC History No change 1,388 546 0.41% 0.41% 600 0 0.0% Q2 2026 Aug 03, 2026
Empirical Asset Management, LLC History No change 1,385 545 0.12% 0.12% 601 0 0.0% Q2 2026 Aug 10, 2026
Parkshore Wealth Management, Inc. History No change 1,380 543 0.16% 0.16% 602 0 0.0% Q2 2026 Aug 07, 2026
NICOLET BANKSHARES INC History No change 1,372 540 0.02% 0.02% 603 0 0.0% Q2 2026 Aug 11, 2026
Pegasus Asset Management, Inc. History No change 1,357 534 0.15% 0.15% 604 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History No change 1,353 533 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 28, 2026
Coastwise Capital Group, LLC History No change 1,345 529 0.31% 0.31% 606 0 0.0% Q2 2026 Jul 16, 2026
Citizens National Bank Trust Department History No change 1,340 527 0.08% 0.08% 607 0 0.0% Q2 2026 Jul 22, 2026
Orgel Wealth Management, LLC History No change 1,334 525 0.01% 0.01% 608 0 0.0% Q2 2026 Jul 13, 2026
CROBAN History No change 1,334 525 0.23% 0.23% 609 0 0.0% Q2 2026 Aug 03, 2026
KLINGENSTEIN FIELDS & CO LP History No change 1,331 524 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 05, 2026
Quotient Wealth Partners, LLC History No change 1,331 524 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 03, 2026
S&CO INC History No change 1,329 523 0.03% 0.03% 612 0 0.0% Q2 2026 Aug 06, 2026
Gutierrez Wealth Advisory, LLC History No change 1,330 523 0.3% 0.3% 613 0 0.0% Q2 2026 Aug 03, 2026
BIP Wealth, LLC History No change 1,326 522 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 03, 2026
Gallagher Fiduciary Advisors, LLC History No change 1,323 521 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 14, 2026
GREENLEAF TRUST History No change 1,320 520 0.01% 0.01% 616 0 0.0% Q2 2026 Jul 21, 2026
Alpine Bank Wealth Management History No change 1,310 516 0.07% 0.07% 617 0 0.0% Q2 2026 Aug 07, 2026
KKM Financial LLC History No change 1,311 516 0.07% 0.07% 618 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 1,308 515 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 06, 2026
Penobscot Investment Management Company, Inc. History No change 1,307 514 0.04% 0.04% 620 0 0.0% Q2 2026 Jul 24, 2026
CARDIFF PARK ADVISORS, LLC History No change 1,304 513 0.04% 0.04% 621 0 0.0% Q2 2026 Aug 14, 2026
William Allan Corp History No change 1,301 512 0.25% 0.25% 622 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 1,300 512 0.06% 0.06% 623 0 0.0% Q2 2026 Jul 10, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 1,298 511 0.03% 0.03% 624 0 0.0% Q2 2026 Jul 28, 2026
Chicago Partners Investment Group LLC History No change 1,369 511 0.01% 0.01% 625 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 1,282 505 0.02% 0.02% 626 0 0.0% Q2 2026 Aug 03, 2026
TCP Asset Management, LLC History No change 1,282 505 0.06% 0.06% 627 0 0.0% Q2 2026 Jul 15, 2026
Klingman & Associates, LLC History No change 1,280 504 0.02% 0.02% 628 0 0.0% Q2 2026 Jul 29, 2026
NWAM LLC History No change 1,279 503 0.03% 0.03% 629 0 0.0% Q2 2026 Jul 23, 2026
INVESTED ADVISORS History No change 1,278 503 0.44% 0.44% 630 0 0.0% Q2 2026 Aug 04, 2026
TRUST CO OF VERMONT History No change 1,273 501 0.02% 0.02% 631 0 0.0% Q2 2026 Aug 07, 2026
Summit Trail Advisors, LLC History No change 1,273 501 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 11, 2026
HighPoint Advisor Group LLC History No change 1,265 498 0.02% 0.02% 633 0 0.0% Q2 2026 Aug 05, 2026
FAYEZ SAROFIM & CO History No change 1,264 497 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,260 496 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 13, 2026
Oder Investment Management, LLC History No change 1,260 496 0.33% 0.33% 636 0 0.0% Q2 2026 Aug 11, 2026
Financial Guidance Group, Inc. History No change 1,260 496 0.19% 0.19% 637 0 0.0% Q2 2026 Jul 22, 2026
Paladin Advisory Group, LLC History No change 1,259 495 0.33% 0.33% 638 0 0.0% Q2 2026 Jul 28, 2026
Argentarii, LLC History No change 1,272 495 0.15% 0.15% 639 0 0.0% Q2 2026 Aug 12, 2026
Nelson Capital Management, LLC History No change 1,250 492 0.05% 0.05% 640 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,247 491 0.05% 0.05% 641 0 0.0% Q2 2026 Aug 07, 2026
Hanson & Doremus Investment Management History No change 1,239 488 0.05% 0.05% 642 0 0.0% Q2 2026 Jul 29, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History No change 1,236 486 0.03% 0.03% 643 0 0.0% Q2 2026 Jul 13, 2026
FIRST NATIONAL TRUST CO History No change 1,231 484 0.02% 0.02% 644 0 0.0% Q2 2026 Jul 30, 2026
Wealth Architects, LLC History No change 1,226 483 0.04% 0.04% 645 0 0.0% Q2 2026 Jul 23, 2026
FourThought Financial Partners, LLC History No change 1,221 480 0.04% 0.04% 646 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 1,217 479 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 04, 2026
SMITH, MOORE & CO. History No change 1,216 478 0.03% 0.03% 648 0 0.0% Q2 2026 Aug 12, 2026
Independence Bank of Kentucky History No change 1,215 478 0.05% 0.05% 649 0 0.0% Q2 2026 Jul 13, 2026
First Western Trust Bank History No change 1,205 474 0.02% 0.02% 650 0 0.0% Q2 2026 Jul 29, 2026
CASTLEARK MANAGEMENT LLC History No change 1,200 472 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 14, 2026
Keystone Wealth Services, LLC History No change 1,197 471 0.09% 0.09% 652 0 0.0% Q2 2026 Aug 05, 2026
Clare Market Investments LLC History No change 1,198 471 0.09% 0.09% 653 0 0.0% Q2 2026 Jul 27, 2026
UPTICK PARTNERS, LLC History No change 1,185 466 0.07% 0.07% 654 0 0.0% Q2 2026 Aug 10, 2026
BHK Investment Advisors, LLC History No change 1,175 463 0.14% 0.14% 655 0 0.0% Q2 2026 Jul 28, 2026
American Trust History No change 1,172 461 0.04% 0.04% 656 0 0.0% Q2 2026 Aug 14, 2026
Allodium Investment Consultants, LLC History No change 1,172 461 0.2% 0.2% 657 0 0.0% Q2 2026 Jul 14, 2026
Livet Wealth, LLC History No change 1,170 460 0.27% 0.27% 658 0 0.0% Q2 2026 Jul 28, 2026
BCI SECURITIES, INC. History No change 1,164 458 3.95% 3.95% 659 0 0.0% Q2 2026 Jul 30, 2026
Trivium Point Advisory, LLC History No change 1,164 458 0.04% 0.04% 660 0 0.0% Q2 2026 Aug 06, 2026
Triad Wealth Partners, LLC History No change 1,202 454 0.03% 0.03% 661 0 0.0% Q2 2026 Aug 10, 2026
Selective Wealth Management, Inc. History No change 1,202 452 0.12% 0.12% 662 0 0.0% Q2 2026 Jul 20, 2026
Smith Salley Wealth Management History No change 1,144 450 0.02% 0.02% 663 0 0.0% Q2 2026 Jul 23, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 1,136 447 0.03% 0.03% 664 0 0.0% Q2 2026 Aug 05, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 1,131 445 0.06% 0.06% 665 0 0.0% Q2 2026 Jul 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 1,125 443 0.03% 0.03% 666 0 0.0% Q2 2026 Jul 15, 2026
Granite Harbor Advisors, Inc. History No change 1,126 443 0.18% 0.18% 667 0 0.0% Q2 2026 Jul 31, 2026
Cordatus Wealth Management LLC History No change 1,124 442 0.1% 0.1% 668 0 0.0% Q2 2026 Jul 29, 2026
R.H. Investment Group, LLC History No change 1,123 442 0.33% 0.33% 669 0 0.0% Q2 2026 Aug 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 1,229 438 0.01% 0.01% 670 0 0.0% Q3 2026 Oct 05, 2026
Csenge Advisory Group History No change 1,104 434 0.02% 0.02% 671 0 0.0% Q2 2026 Aug 10, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,100 433 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 10, 2026
Arbor Investment Advisors, LLC History No change 1,101 433 0.05% 0.05% 673 0 0.0% Q2 2026 Jul 24, 2026
CAHILL FINANCIAL ADVISORS INC History No change 1,085 427 0.04% 0.04% 674 0 0.0% Q2 2026 Aug 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 1,260 423 0.01% 0.01% 675 0 0.0% Q2 2026 Aug 06, 2026
Rialto Wealth Management, LLC History No change 1,076 423 0.08% 0.08% 676 0 0.0% Q2 2026 Aug 11, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,072 422 0.02% 0.02% 677 0 0.0% Q2 2026 Aug 03, 2026
SCS Capital Management LLC History No change 1,071 422 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 06, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 1,067 420 0.05% 0.05% 679 0 0.0% Q2 2026 Aug 11, 2026
SlateStone Wealth, LLC History No change 1,066 420 0.03% 0.03% 680 0 0.0% Q2 2026 Jul 20, 2026
Kaizen Financial Strategies History No change 1,075 420 0.14% 0.14% 681 0 0.0% Q2 2026 Jul 30, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,065 419 0.01% 0.01% 682 0 0.0% Q2 2026 Jul 31, 2026
Mascagni Wealth Management, Inc. History No change 1,065 419 0.26% 0.26% 683 0 0.0% Q2 2026 Jul 31, 2026
BESSEMER GROUP INC History No change 1,058 417 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 1,059 417 0.05% 0.05% 685 0 0.0% Q2 2026 Jul 09, 2026
Gilliland Jeter Wealth Management LLC History No change 1,060 417 0.11% 0.11% 686 0 0.0% Q2 2026 Jul 29, 2026
EPIQ PARTNERS, LLC History No change 1,053 414 0.18% 0.18% 687 0 0.0% Q2 2026 Jul 07, 2026
Ethos Financial Group, LLC History No change 1,045 411 0.03% 0.03% 688 0 0.0% Q2 2026 Aug 07, 2026
MAIRS & POWER INC History No change 1,040 409 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History No change 1,039 409 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 09, 2026
49 WEALTH MANAGEMENT, LLC History No change 1,035 407 0.08% 0.08% 691 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 1,035 407 0.08% 0.08% 692 0 0.0% Q2 2026 Aug 14, 2026
Madison Asset Management, LLC History No change 1,032 406 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 10, 2026
Florida Trust Wealth Management Co History No change 1,030 405 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 27, 2026
Cordgrass Capital Advisors, LLC History No change 1,026 404 0.15% 0.15% 695 0 0.0% Q2 2026 Aug 06, 2026
Falcon Wealth Planning History No change 1,025 403 0.03% 0.03% 696 0 0.0% Q2 2026 Jul 13, 2026
Baker Avenue Asset Management, LP History No change 1,019 401 0.01% 0.01% 697 0 0.0% Q2 2026 Jul 28, 2026
Avior Wealth Management, LLC History No change 1,020 401 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 07, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 1,013 399 0.05% 0.05% 699 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 1,010 398 0.01% 0.01% 700 0 0.0% Q2 2026 Jul 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 1,009 397 0.03% 0.03% 701 0 0.0% Q2 2026 Aug 04, 2026
Mezzasalma Advisors, LLC History No change 1,008 397 0.08% 0.08% 702 0 0.0% Q2 2026 Aug 10, 2026
Embree Financial Group History No change 1,006 396 0.04% 0.04% 703 0 0.0% Q2 2026 Jul 15, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,000 394 0.01% 0.01% 704 0 0.0% Q2 2026 Aug 11, 2026
Westover Capital Advisors, LLC History No change 1,000 393 0.07% 0.07% 705 0 0.0% Q2 2026 Aug 04, 2026
Laurel Wealth Advisors LLC History No change 998 393 0.04% 0.04% 706 0 0.0% Q2 2026 Jul 17, 2026
Cladis Investment Advisory, LLC History No change 1,000 393 0.18% 0.18% 707 0 0.0% Q2 2026 Aug 13, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 993 391 0.03% 0.03% 708 0 0.0% Q2 2026 Aug 14, 2026
BridgePort Financial Solutions, LLC History No change 993 391 0.1% 0.1% 709 0 0.0% Q2 2026 Jul 24, 2026
Sunbeam Capital Management, LLC History No change 994 391 0.18% 0.18% 710 0 0.0% Q2 2026 Jul 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 979 386 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 985 385 0.02% 0.02% 712 0 0.0% Q2 2026 Jul 22, 2026
MONECO ADVISORS, LLC History No change 975 384 0.02% 0.02% 713 0 0.0% Q2 2026 Aug 11, 2026
WEALTHSPAN PARTNERS, LLC History No change 977 384 0.12% 0.12% 714 0 0.0% Q2 2026 Aug 06, 2026
Towerpoint Wealth, LLC History No change 973 383 0.13% 0.13% 715 0 0.0% Q2 2026 Jul 09, 2026
Investment Advisory Group, LLC History No change 973 383 0.08% 0.08% 716 0 0.0% Q2 2026 Aug 06, 2026
Osbon Capital Management LLC History No change 970 382 0.3% 0.3% 717 0 0.0% Q2 2026 Aug 13, 2026
Linscomb Wealth, Inc. History No change 969 381 0.02% 0.02% 718 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 967 380 0.1% 0.1% 719 0 0.0% Q2 2026 Jul 21, 2026
Tulsa Wealth Advisors, INC History No change 966 380 0.05% 0.05% 720 0 0.0% Q2 2026 Aug 06, 2026
Navigation Wealth Management, Inc. History No change 964 379 0.52% 0.52% 721 0 0.0% Q2 2026 Jul 16, 2026
Bank OZK History No change 960 378 0.11% 0.11% 722 0 0.0% Q2 2026 Aug 17, 2026
SPINNAKER TRUST History No change 958 377 0.02% 0.02% 723 0 0.0% Q2 2026 Aug 03, 2026
Stonebridge Financial Group, LLC / MO History No change 956 376 0.25% 0.25% 724 0 0.0% Q2 2026 Jul 24, 2026
Mutual Advisors, LLC History No change 953 375 0.01% 0.01% 725 0 0.0% Q2 2026 Aug 14, 2026
Evercore Wealth Management, LLC History No change 951 374 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 14, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 945 372 0.02% 0.02% 727 0 0.0% Q2 2026 Aug 03, 2026
HUB Investment Partners, LLC History No change 946 372 0.01% 0.01% 728 0 0.0% Q2 2026 Jul 31, 2026
Aprio Wealth Management, LLC History No change 941 370 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 24, 2026
SCOTIA CAPITAL INC. History No change 936 368 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 11, 2026
Gerber Kawasaki Wealth & Investment Management History No change 927 365 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 07, 2026
Elm Partners Management LLC History No change 928 365 0.01% 0.01% 732 0 0.0% Q2 2026 Jul 28, 2026
Bangor Savings Bank History No change 1,010 360 0.03% 0.03% 733 0 0.0% Q3 2026 Oct 06, 2026
Institute for Wealth Management, LLC. History No change 911 358 0.03% 0.03% 734 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Advisors, LLC History No change 906 356 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 06, 2026
Holland Advisory Services, Inc. History No change 905 356 0.39% 0.39% 736 0 0.0% Q2 2026 Jul 13, 2026
BAXTER BROS INC History No change 900 354 0.04% 0.04% 737 0 0.0% Q2 2026 Aug 06, 2026
Triumph Capital Management History No change 899 354 0.06% 0.06% 738 0 0.0% Q2 2026 Jul 20, 2026
Heartwood Wealth Advisors LLC History Reduced 989 352 0.03% 0.03% 741 -6 -0.6% Q3 2026 Oct 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 895 352 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 11, 2026
Ocean Park Asset Management, LLC History No change 895 352 0.02% 0.02% 740 0 0.0% Q2 2026 Jul 09, 2026
Indivisible Partners History No change 896 352 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 04, 2026
Nvest Financial, LLC History No change 891 351 0.11% 0.11% 743 0 0.0% Q2 2026 Jul 30, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 890 350 0.04% 0.04% 744 0 0.0% Q2 2026 Jul 24, 2026
WEST MICHIGAN ADVISORS, LLC History No change 890 350 0.07% 0.07% 745 0 0.0% Q2 2026 Aug 21, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 885 348 0.01% 0.01% 746 0 0.0% Q2 2026 Aug 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 884 348 0.01% 0.01% 747 0 0.0% Q2 2026 Aug 14, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 880 346 0.02% 0.02% 748 0 0.0% Q2 2026 Jul 28, 2026
DAVIS R M INC History No change 875 344 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 871 343 0.02% 0.02% 750 0 0.0% Q2 2026 Aug 05, 2026
Cornell Pochily Investment Advisors, Inc. History No change 871 343 0.09% 0.09% 751 0 0.0% Q2 2026 Jul 15, 2026
WADDELL & ASSOCIATES, LLC History No change 873 343 0.02% 0.02% 752 0 0.0% Q2 2026 Jul 15, 2026
Radnor Capital Management, LLC History No change 870 342 0.05% 0.05% 753 0 0.0% Q2 2026 Jul 16, 2026
Rossmore Private Capital History No change 864 340 0.03% 0.03% 754 0 0.0% Q2 2026 Jul 31, 2026
EIGHT 31 FINANCIAL, LLC History No change 863 339 0.2% 0.2% 755 0 0.0% Q2 2026 Aug 13, 2026
Gryphon Financial Partners LLC History No change 853 336 0.03% 0.03% 756 0 0.0% Q2 2026 Aug 05, 2026
CGN Advisors LLC History No change 850 334 0.02% 0.02% 757 0 0.0% Q2 2026 Jul 06, 2026
Sunpointe, LLC History No change 850 334 0.09% 0.09% 758 0 0.0% Q2 2026 Jul 24, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 850 334 0.12% 0.12% 759 0 0.0% Q2 2026 Aug 03, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 849 334 0.06% 0.06% 760 0 0.0% Q2 2026 Aug 10, 2026
TBH Global Asset Management, LLC History No change 845 332 0.06% 0.06% 761 0 0.0% Q2 2026 Aug 05, 2026
CERTUITY, LLC History No change 841 331 0.02% 0.02% 762 0 0.0% Q2 2026 Jul 28, 2026
Greenspring Advisors, LLC History No change 838 330 0.02% 0.02% 763 0 0.0% Q2 2026 Aug 11, 2026
Diversified Enterprises, LLC History No change 833 328 0.02% 0.02% 764 0 0.0% Q2 2026 Jul 31, 2026
Polaris Investment Advisors, LLC History No change 833 328 0.21% 0.21% 765 0 0.0% Q2 2026 Jul 09, 2026
Rothschild Capital Partners, LLC History No change 831 327 0.07% 0.07% 766 0 0.0% Q2 2026 Aug 14, 2026
E&G Advisors, LLC History No change 832 327 0.06% 0.06% 767 0 0.0% Q2 2026 Jul 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 831 327 0.01% 0.01% 768 0 0.0% Q2 2026 Jul 27, 2026
Roof Eidam Maycock Peralta, LLC History No change 829 326 0.06% 0.06% 769 0 0.0% Q2 2026 Jul 24, 2026
Pure Financial Advisors, LLC History No change 826 325 0.0% 0.0% 770 0 0.0% Q2 2026 Aug 14, 2026
WARNER FINANCIAL, INC History No change 827 325 0.1% 0.1% 771 0 0.0% Q2 2026 Jul 09, 2026
Cedar Mountain Advisors, LLC History No change 821 323 0.06% 0.06% 772 0 0.0% Q2 2026 Jul 02, 2026
Icon Wealth Advisors, LLC History No change 821 323 0.02% 0.02% 773 0 0.0% Q2 2026 Aug 05, 2026
William Howard & Co Financial Advisors Inc History No change 814 320 0.25% 0.25% 774 0 0.0% Q2 2026 Jul 09, 2026
StoneX Group Inc. History No change 808 318 0.01% 0.01% 775 0 0.0% Q2 2026 Aug 12, 2026
Argent Trust Co History No change 808 318 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 06, 2026
PATTEN & PATTEN INC/TN History No change 805 317 0.02% 0.02% 777 0 0.0% Q2 2026 Aug 05, 2026
HANCOCK WHITNEY CORP History No change 800 315 0.01% 0.01% 778 0 0.0% Q2 2026 Aug 14, 2026
Birch Hill Investment Advisors LLC History No change 800 315 0.01% 0.01% 779 0 0.0% Q2 2026 Jul 21, 2026
Breachway Investments LLC History No change 799 314 0.47% 0.47% 780 0 0.0% Q2 2026 Jul 13, 2026
Stratos Investment Management, LLC History No change 792 312 0.01% 0.01% 781 0 0.0% Q2 2026 Aug 11, 2026
Aviance Capital Partners, LLC History No change 790 311 0.03% 0.03% 782 0 0.0% Q2 2026 Jul 30, 2026
Salus Financial Advisors, LLC History No change 785 309 0.15% 0.15% 783 0 0.0% Q2 2026 Aug 06, 2026
HFG Advisors, Inc. History No change 784 308 0.19% 0.19% 784 0 0.0% Q2 2026 Aug 07, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 780 307 0.02% 0.02% 785 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 780 307 0.01% 0.01% 786 0 0.0% Q2 2026 Jul 28, 2026
Opal Wealth Advisors, LLC History No change 779 306 0.07% 0.07% 787 0 0.0% Q2 2026 Jul 20, 2026
VIAWEALTH, LLC History No change 778 306 0.15% 0.15% 788 0 0.0% Q2 2026 Aug 11, 2026
Trust Co of the South History No change 775 305 0.04% 0.04% 789 0 0.0% Q2 2026 Jul 01, 2026
Beacon Financial Advisory LLC History No change 773 304 0.06% 0.06% 790 0 0.0% Q2 2026 Aug 05, 2026
Clearwater Capital Advisors, LLC History No change 767 302 0.02% 0.02% 791 0 0.0% Q2 2026 Aug 06, 2026
L & S Advisors Inc History No change 766 301 0.03% 0.03% 792 0 0.0% Q2 2026 Aug 12, 2026
Compass Ion Advisors, LLC History No change 766 301 0.03% 0.03% 793 0 0.0% Q2 2026 Aug 12, 2026
Intelligence Driven Advisers, LLC History No change 766 301 0.05% 0.05% 794 0 0.0% Q2 2026 Aug 06, 2026
SAGE FINANCIAL GROUP INC History No change 763 300 0.02% 0.02% 795 0 0.0% Q2 2026 Jul 21, 2026
SAX WEALTH ADVISORS, LLC History No change 957 300 0.01% 0.01% 796 0 0.0% Q2 2026 Jul 09, 2026
ROTHSCHILD INVESTMENT LLC History No change 751 295 0.01% 0.01% 797 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 751 295 0.04% 0.04% 798 0 0.0% Q2 2026 Aug 14, 2026
Cannell & Spears LLC History No change 742 292 0.01% 0.01% 799 0 0.0% Q2 2026 Aug 11, 2026
New England Professional Planning Group Inc. History No change 743 292 0.11% 0.11% 800 0 0.0% Q2 2026 Jul 28, 2026
MassMutual Private Wealth & Trust, FSB History No change 810 289 0.01% 0.01% 801 0 0.0% Q3 2026 Oct 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 736 289 0.01% 0.01% 802 0 0.0% Q2 2026 Jul 23, 2026
Legacy Advisors, LLC History No change 727 286 0.03% 0.03% 803 0 0.0% Q2 2026 Jul 24, 2026
Clearwave Capital, LLC History No change 728 286 0.16% 0.16% 804 0 0.0% Q2 2026 Jul 17, 2026
Ballentine Partners, LLC History No change 723 284 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 17, 2026
Smithfield Trust Co History No change 721 282 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 05, 2026
Western Wealth Management, LLC History No change 716 282 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 14, 2026
Topel & Distasi Wealth Management, LLC History No change 714 281 0.14% 0.14% 808 0 0.0% Q2 2026 Aug 07, 2026
Asempa Wealth Advisors History No change 711 279 0.21% 0.21% 809 0 0.0% Q2 2026 Jul 13, 2026
Soltis Investment Advisors LLC History No change 703 276 0.02% 0.02% 810 0 0.0% Q2 2026 Jul 31, 2026
FIRST MERCHANTS CORP History No change 700 275 0.01% 0.01% 811 0 0.0% Q2 2026 Jul 15, 2026
MAYPORT, LLC History No change 700 275 0.04% 0.04% 812 0 0.0% Q2 2026 Aug 07, 2026
Advocate Investing Services LLC History No change 700 275 0.21% 0.21% 813 0 0.0% Q2 2026 Jul 28, 2026
Clear Retirement Advice LLC History No change 699 275 0.19% 0.19% 814 0 0.0% Q2 2026 Jul 15, 2026
ADIRONDACK TRUST CO History No change 697 274 0.08% 0.08% 815 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Planning Group LLC History No change 730 274 0.03% 0.03% 816 0 0.0% Q2 2026 Jul 29, 2026
JP Wealth Management, Inc. History No change 697 274 0.17% 0.17% 817 0 0.0% Q2 2026 Jul 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 694 273 0.03% 0.03% 818 0 0.0% Q2 2026 Aug 10, 2026
Everhart Financial Group, Inc. History No change 693 273 0.02% 0.02% 819 0 0.0% Q2 2026 Jul 08, 2026
Accelerate Investment Advisors LLC History No change 694 273 0.16% 0.16% 820 0 0.0% Q2 2026 Aug 12, 2026
Synergy Asset Management, LLC History No change 689 271 0.03% 0.03% 821 0 0.0% Q2 2026 Jul 22, 2026
First Nebraska Trust Co History No change 688 271 0.02% 0.02% 822 0 0.0% Q2 2026 Aug 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 687 270 0.03% 0.03% 823 0 0.0% Q2 2026 Jul 27, 2026
Harbour Capital Advisors, LLC History No change 703 270 0.05% 0.05% 824 0 0.0% Q2 2026 Jul 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 684 269 0.01% 0.01% 825 0 0.0% Q2 2026 Jul 17, 2026
BLB&B Advisors, LLC History No change 681 268 0.01% 0.01% 826 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 681 268 0.01% 0.01% 827 0 0.0% Q2 2026 Jul 15, 2026
Center for Financial Planning, Inc. History No change 675 265 0.02% 0.02% 828 0 0.0% Q2 2026 Jul 21, 2026
B. Riley Wealth Advisors, Inc. History No change 677 264 0.01% 0.01% 829 0 0.0% Q2 2026 Jul 14, 2026
Dynamic Financial Group History No change 672 264 0.2% 0.2% 830 0 0.0% Q2 2026 Jul 27, 2026
Galvin, Gaustad & Stein, LLC History No change 669 263 0.02% 0.02% 831 0 0.0% Q2 2026 Jul 29, 2026
Aaron Wealth Advisors LLC History No change 667 262 0.01% 0.01% 832 0 0.0% Q2 2026 Jul 16, 2026
Retirement Planning Group, LLC History No change 665 261 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 663 261 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 14, 2026
Tyche Wealth Partners LLC History No change 664 261 0.04% 0.04% 835 0 0.0% Q2 2026 Aug 06, 2026
Global Wealth Strategies & Associates History Reduced 730 260 0.05% 0.06% 836 -14 -1.88% Q3 2026 Oct 01, 2026
Essex Financial Services, Inc. History No change 653 257 0.01% 0.01% 837 0 0.0% Q2 2026 Aug 10, 2026
Schneider Downs Wealth Management Advisors, LP History No change 654 257 0.02% 0.02% 838 0 0.0% Q2 2026 Aug 05, 2026
Davis Investment Partners, LLC History No change 650 256 0.08% 0.08% 839 0 0.0% Q2 2026 Aug 07, 2026
LOWE BROCKENBROUGH & CO INC History No change 648 255 0.01% 0.01% 840 0 0.0% Q2 2026 Aug 03, 2026
Belpointe Asset Management LLC History No change 646 254 0.01% 0.01% 841 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 646 254 0.03% 0.03% 842 0 0.0% Q2 2026 Jul 31, 2026
ASSOCIATED BANC-CORP History No change 642 252 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 31, 2026
Sovran Advisors, LLC History No change 670 249 0.02% 0.02% 844 0 0.0% Q2 2026 Jul 29, 2026
Trail Ridge Investment Advisors, LLC History No change 630 248 0.1% 0.1% 845 0 0.0% Q2 2026 Aug 13, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 627 247 0.05% 0.05% 846 0 0.0% Q2 2026 Aug 04, 2026
Plancorp, LLC History No change 651 246 0.01% 0.01% 847 0 0.0% Q2 2026 Jul 14, 2026
Ellis Investment Partners, LLC History No change 620 244 0.04% 0.04% 848 0 0.0% Q2 2026 Aug 05, 2026
LaSalle St. Investment Advisors, LLC History No change 621 244 0.03% 0.03% 849 0 0.0% Q2 2026 Aug 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 615 242 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 11, 2026
OARSMAN CAPITAL, INC. History No change 615 242 0.03% 0.03% 851 0 0.0% Q2 2026 Aug 07, 2026
SeaCrest Wealth Management, LLC History No change 617 242 0.03% 0.03% 852 0 0.0% Q2 2026 Jul 09, 2026
Safeguard Investment Advisory Group, LLC History No change 617 242 0.06% 0.06% 853 0 0.0% Q2 2026 Aug 13, 2026
Financial Perspectives, Inc History No change 616 242 0.06% 0.06% 854 0 0.0% Q2 2026 Jul 24, 2026
626 Financial, LLC History No change 614 241 0.09% 0.09% 855 0 0.0% Q2 2026 Jul 27, 2026
Presidio Capital Management, LLC History No change 612 241 0.06% 0.06% 856 0 0.0% Q2 2026 Jul 14, 2026
Capital Analysts, LLC History No change 606 239 0.01% 0.01% 857 0 0.0% Q2 2026 Aug 05, 2026
Prosperity Consulting Group, LLC History No change 607 239 0.01% 0.01% 858 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History No change 606 238 0.04% 0.04% 859 0 0.0% Q2 2026 Jul 07, 2026
Legend Capital Advisors LLC History No change 606 238 0.13% 0.13% 860 0 0.0% Q2 2026 Aug 14, 2026
Essex Bank History No change 604 237 0.05% 0.05% 861 0 0.0% Q2 2026 Jul 23, 2026
Plante Moran Financial Advisors, LLC History No change 597 235 0.01% 0.01% 862 0 0.0% Q2 2026 Aug 06, 2026
ARS Wealth Advisors Group, LLC History No change 598 235 0.02% 0.02% 863 0 0.0% Q2 2026 Jul 16, 2026
Strategic Blueprint, LLC History No change 591 233 0.01% 0.01% 864 0 0.0% Q2 2026 Jul 23, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 617 232 0.07% 0.07% 865 0 0.0% Q2 2026 Jul 23, 2026
Clientfirst Wealth Management, LLC History No change 591 232 0.19% 0.19% 866 0 0.0% Q2 2026 Jul 30, 2026
Lee, Kelleher & Klein Wealth Management History No change 589 232 0.12% 0.12% 867 0 0.0% Q2 2026 Jul 10, 2026
NorthStar Asset Management LLC /NJ/ History No change 583 229 0.09% 0.09% 868 0 0.0% Q2 2026 Aug 05, 2026
PHILADELPHIA TRUST CO History No change 580 228 0.01% 0.01% 869 0 0.0% Q2 2026 Aug 10, 2026
Sterling Investment Counsel, LLC History No change 581 228 0.05% 0.05% 870 0 0.0% Q2 2026 Jul 20, 2026
River Wealth Advisors LLC History No change 577 227 0.02% 0.02% 871 0 0.0% Q2 2026 Aug 04, 2026
Financial Life Planners History No change 576 226 0.15% 0.15% 872 0 0.0% Q2 2026 Jul 21, 2026
Zhang Financial LLC History No change 572 225 0.01% 0.01% 873 0 0.0% Q2 2026 Jul 30, 2026
Black Diamond Financial, LLC History No change 571 224 0.02% 0.02% 874 0 0.0% Q2 2026 Aug 04, 2026
BankPlus Trust Department History No change 570 224 0.05% 0.05% 875 0 0.0% Q2 2026 Jul 28, 2026
ROMANO BROTHERS AND COMPANY History No change 566 222 0.02% 0.02% 876 0 0.0% Q2 2026 Jul 21, 2026
CWC Advisors, LLC. History No change 564 222 0.1% 0.1% 877 0 0.0% Q2 2026 Jul 21, 2026
Obermeyer Wealth Partners History No change 563 221 0.01% 0.01% 878 0 0.0% Q2 2026 Jul 29, 2026
Family Investment Center, Inc. History No change 559 220 0.04% 0.04% 879 0 0.0% Q2 2026 Jul 23, 2026
MidAtlantic Capital Management, Inc. History No change 557 219 0.14% 0.14% 880 0 0.0% Q2 2026 Aug 10, 2026
Magnus Financial Group LLC History No change 555 218 0.02% 0.02% 881 0 0.0% Q2 2026 Jul 09, 2026
Capstone Wealth Management, Inc. History No change 553 217 0.16% 0.16% 882 0 0.0% Q2 2026 Aug 13, 2026
17 CAPITAL PARTNERS, LLC History No change 550 216 0.1% 0.1% 883 0 0.0% Q2 2026 Aug 06, 2026
Wealth Dimensions Group, Ltd. History No change 550 216 0.04% 0.04% 884 0 0.0% Q2 2026 Jul 22, 2026
SAXON INTERESTS, INC. History No change 549 216 0.06% 0.06% 885 0 0.0% Q2 2026 Aug 12, 2026
Auxano Advisors, LLC History No change 547 215 0.04% 0.04% 886 0 0.0% Q2 2026 Aug 07, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 544 214 0.01% 0.01% 887 0 0.0% Q2 2026 Aug 05, 2026
Flagship Private Wealth, LLC History No change 543 213 0.08% 0.08% 888 0 0.0% Q2 2026 Aug 04, 2026
Maridea Wealth Management LLC History No change 543 213 0.02% 0.02% 889 0 0.0% Q2 2026 Aug 06, 2026
LEIGH BALDWIN & CO., LLC History No change 540 212 0.11% 0.11% 890 0 0.0% Q2 2026 Aug 13, 2026
Tanager Wealth Management LLP History No change 540 212 0.02% 0.02% 891 0 0.0% Q2 2026 Jul 23, 2026
Annex Advisory Services, LLC History No change 538 211 0.0% 0.0% 892 0 0.0% Q2 2026 Jul 10, 2026
Traynor Capital Management, Inc. History No change 537 211 0.01% 0.01% 893 0 0.0% Q2 2026 Jul 22, 2026
PFG Investments, LLC History No change 538 211 0.01% 0.01% 894 0 0.0% Q2 2026 Jul 23, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 536 211 0.06% 0.06% 895 0 0.0% Q2 2026 Jul 07, 2026
Cascade Financial Partners, LLC History No change 533 209 0.02% 0.02% 896 0 0.0% Q2 2026 Aug 04, 2026
Beverly Hills Private Wealth, LLC History No change 530 208 0.04% 0.04% 897 0 0.0% Q2 2026 Aug 06, 2026
Avise Financial Cooperative, Inc. History No change 530 208 0.15% 0.15% 898 0 0.0% Q2 2026 Aug 06, 2026
Advyzon Investment Management, LLC History No change 527 207 0.02% 0.02% 899 0 0.0% Q2 2026 Aug 14, 2026
1492 Capital Management LLC History No change 523 206 0.06% 0.06% 900 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Advisors, LLC History No change 524 206 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 11, 2026
Stokes Family Office, LLC History No change 525 206 0.02% 0.02% 902 0 0.0% Q2 2026 Aug 11, 2026
RIK SAYLOR FINANCIAL, INC. History No change 525 206 0.14% 0.14% 903 0 0.0% Q2 2026 Aug 05, 2026
Sanchez Gaunt Capital Management, LLC History No change 523 206 0.12% 0.12% 904 0 0.0% Q2 2026 Aug 14, 2026
O'Connor Financial Group LLC History No change 521 205 0.07% 0.07% 905 0 0.0% Q2 2026 Jul 17, 2026
PVG ASSET MANAGEMENT CORP History No change 520 204 0.12% 0.12% 906 0 0.0% Q2 2026 Jul 01, 2026
Manchester Capital Management LLC History No change 518 204 0.03% 0.03% 907 0 0.0% Q2 2026 Aug 13, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 516 203 0.05% 0.05% 908 0 0.0% Q2 2026 Jul 15, 2026
Signal Advisors Wealth, LLC History No change 517 203 0.01% 0.01% 909 0 0.0% Q2 2026 Aug 04, 2026
WRAPMANAGER INC History No change 513 202 0.06% 0.06% 910 0 0.0% Q2 2026 Aug 05, 2026
Keel Point, LLC History No change 514 202 0.01% 0.01% 911 0 0.0% Q2 2026 Aug 14, 2026
Advance Capital Management, Inc. History No change 514 202 0.01% 0.01% 912 0 0.0% Q2 2026 Aug 12, 2026
TCI Wealth Advisors, Inc. History No change 513 202 0.01% 0.01% 913 0 0.0% Q2 2026 Jul 29, 2026
Bridge City Capital, LLC History No change 513 202 0.05% 0.05% 914 0 0.0% Q2 2026 Aug 11, 2026
MainStreet Investment Advisors LLC History No change 515 202 0.03% 0.03% 915 0 0.0% Q2 2026 Aug 12, 2026
Rockwood Wealth Management, LLC History No change 513 202 0.01% 0.01% 916 0 0.0% Q2 2026 Jul 13, 2026
Red Door Wealth Management, LLC History No change 511 201 0.02% 0.02% 917 0 0.0% Q2 2026 Jul 13, 2026
Procyon Advisors, LLC History No change 510 200 0.01% 0.01% 918 0 0.0% Q2 2026 Jul 09, 2026
MRA Advisory Group History No change 508 200 0.07% 0.07% 919 0 0.0% Q2 2026 Jul 08, 2026
EFG International AG History No change 509 200 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 14, 2026
FIRST UNITED BANK & TRUST History No change 505 198 0.06% 0.06% 921 0 0.0% Q2 2026 Jul 20, 2026
Capital Advisors, Ltd. LLC History No change 498 196 0.02% 0.02% 922 0 0.0% Q2 2026 Jul 16, 2026
New Age Alpha Advisors, LLC History No change 500 196 0.01% 0.01% 923 0 0.0% Q2 2026 Aug 13, 2026
Armor Investment Advisors, LLC History No change 484 190 0.06% 0.06% 924 0 0.0% Q2 2026 Aug 04, 2026
MOTCO History No change 475 187 0.02% 0.02% 925 0 0.0% Q2 2026 Jul 31, 2026
Milestone Investment Advisors LLC History No change 457 180 0.04% 0.04% 926 0 0.0% Q2 2026 Aug 14, 2026
Rice Partnership, LLC History No change 456 179 0.02% 0.02% 927 0 0.0% Q2 2026 Jul 29, 2026
Miller Global Investments, LLC History No change 500 178 0.14% 0.16% 928 0 0.0% Q3 2026 Oct 02, 2026
LAZARD ASSET MANAGEMENT LLC History No change 450 177 0.0% 0.0% 929 0 0.0% Q2 2026 Aug 14, 2026
UNION SAVINGS BANK History No change 451 177 0.07% 0.07% 930 0 0.0% Q2 2026 Jul 23, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 430 169 0.01% 0.01% 931 0 0.0% Q2 2026 Aug 03, 2026
Grove Bank & Trust History No change 427 168 0.02% 0.02% 932 0 0.0% Q2 2026 Jul 07, 2026
Peachtree Investment Partners, LLC History No change 428 168 0.05% 0.05% 933 0 0.0% Q2 2026 Aug 06, 2026
WEBSTER BANK, N. A. History No change 425 167 0.01% 0.01% 934 0 0.0% Q2 2026 Jul 20, 2026
Ancora Advisors LLC History No change 426 167 0.0% 0.0% 935 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 424 167 0.0% 0.0% 936 0 0.0% Q2 2026 Aug 12, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 419 165 0.07% 0.07% 937 0 0.0% Q2 2026 Jul 13, 2026
BOK Financial Private Wealth, Inc. History No change 416 163 0.01% 0.01% 938 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 416 163 0.01% 0.01% 939 0 0.0% Q2 2026 Aug 13, 2026
Addison Advisors LLC History No change 401 157 0.07% 0.07% 940 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 392 154 0.0% 0.0% 941 0 0.0% Q2 2026 Jul 31, 2026
United Community Bank History No change 387 152 0.05% 0.05% 942 0 0.0% Q2 2026 Aug 13, 2026
Tidemark, LLC History No change 384 151 0.03% 0.03% 943 0 0.0% Q2 2026 Aug 10, 2026
NBH Bank History No change 385 151 0.06% 0.06% 944 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 355 139 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 06, 2026
TSFG, LLC History No change 350 138 0.02% 0.02% 946 0 0.0% Q2 2026 Jul 23, 2026
Trust Co History No change 344 135 0.01% 0.01% 947 0 0.0% Q2 2026 Jul 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 325 128 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 10, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 325 128 0.03% 0.03% 949 0 0.0% Q2 2026 Jul 24, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 326 128 0.05% 0.05% 950 0 0.0% Q2 2026 Jul 22, 2026
SIGNATUREFD, LLC History No change 321 126 0.0% 0.0% 951 0 0.0% Q2 2026 Jul 23, 2026
SYM FINANCIAL Corp History No change 318 125 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 04, 2026
Elevated Capital Advisors, LLC History No change 313 123 0.03% 0.03% 953 0 0.0% Q2 2026 Aug 03, 2026
Dunhill Financial, LLC History No change 313 123 0.03% 0.03% 954 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 310 122 0.01% 0.01% 955 0 0.0% Q2 2026 Aug 06, 2026
Murphy & Mullick Capital Management Corp History No change 303 119 0.07% 0.07% 956 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 300 118 0.0% 0.0% 957 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 301 118 0.01% 0.01% 958 0 0.0% Q2 2026 Jul 16, 2026
ATLAS CAPITAL ADVISORS INC. History No change 277 109 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 13, 2026
Concord Investment Counsel Inc. History No change 394 105 0.03% 0.03% 960 0 0.0% Q2 2026 Aug 11, 2026
CNB Bank History No change 264 104 0.04% 0.04% 961 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 266 104 0.01% 0.01% 962 0 0.0% Q2 2026 Aug 11, 2026
Coston, McIsaac & Partners History No change 259 102 0.02% 0.02% 963 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 254 100 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Capital Management, LLC History No change 255 100 0.02% 0.02% 965 0 0.0% Q2 2026 Aug 13, 2026
Sage Mountain Advisors LLC History No change 253 99 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 05, 2026
J.Safra Asset Management Corp History No change 250 98 0.0% 0.0% 967 0 0.0% Q2 2026 Aug 06, 2026
HHM Wealth Advisors, LLC History No change 237 93 0.01% 0.01% 968 0 0.0% Q2 2026 Jul 13, 2026
VANGUARD ADVISERS INC History No change 235 92 0.0% 0.0% 969 0 0.0% Q2 2026 Aug 13, 2026
WEST PACES ADVISORS INC. History No change 216 85 0.01% 0.01% 970 0 0.0% Q2 2026 Jul 17, 2026
Glen Eagle Advisors, LLC History No change 212 83 0.01% 0.01% 971 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 207 81 0.02% 0.02% 972 0 0.0% Q2 2026 Jul 14, 2026
MCF Advisors LLC History No change 199 78 0.0% 0.0% 973 0 0.0% Q2 2026 Aug 12, 2026
Realta Investment Advisors History No change 200 78 0.02% 0.02% 974 0 0.0% Q2 2026 Jul 20, 2026
Key Capital Management, INC History No change 198 78 0.04% 0.04% 975 0 0.0% Q2 2026 Jul 27, 2026
GAMMA Investing LLC History No change 188 74 0.0% 0.0% 976 0 0.0% Q2 2026 Jul 07, 2026
HORIZON BANCORP INC /IN/ History No change 182 72 0.03% 0.03% 977 0 0.0% Q2 2026 Aug 04, 2026
Archer Investment Corp History No change 184 72 0.01% 0.01% 978 0 0.0% Q2 2026 Aug 03, 2026
General Partner, Inc. History No change 200 71 0.04% 0.04% 979 0 0.0% Q3 2026 Oct 05, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 178 70 0.13% 0.13% 980 0 0.0% Q2 2026 Aug 10, 2026
Dorato Capital Management History No change 184 70 0.05% 0.05% 981 0 0.0% Q2 2026 Jul 13, 2026
SRH ADVISORS, LLC History No change 169 66 0.02% 0.02% 982 0 0.0% Q2 2026 Jul 24, 2026
CX Institutional History No change 185 66 0.0% 0.0% 983 0 0.0% Q3 2026 Oct 02, 2026
Seneschal Advisors, LLC History No change 167 65 0.04% 0.04% 984 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 161 63 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 10, 2026
Gleason Group, Inc. History No change 156 61 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 13, 2026
Integrity Financial Corp /WA History No change 157 61 0.03% 0.03% 987 0 0.0% Q2 2026 Jul 31, 2026
TD Waterhouse Canada Inc. History No change 155 60 0.0% 0.0% 988 0 0.0% Q2 2026 Jul 27, 2026
TUCKER ASSET MANAGEMENT LLC History No change 150 59 0.01% 0.01% 989 0 0.0% Q2 2026 Aug 27, 2026
Parvin Asset Management, LLC History No change 150 59 0.05% 0.05% 990 0 0.0% Q2 2026 Aug 14, 2026
SYNTAX RESEARCH, INC. History No change 146 57 0.04% 0.04% 991 0 0.0% Q2 2026 Jul 31, 2026
Signature Equity Partners, LLC History No change 146 57 0.03% 0.03% 992 0 0.0% Q2 2026 Jul 30, 2026
North Star Investment Management Corp. History No change 140 55 0.0% 0.0% 993 0 0.0% Q2 2026 Jul 28, 2026
CoreCap Advisors, LLC History No change 138 54 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 06, 2026
Hurley Capital, LLC History No change 135 53 0.03% 0.03% 995 0 0.0% Q2 2026 Aug 10, 2026
Perkins Coie Trust Co History No change 132 52 0.01% 0.01% 996 0 0.0% Q2 2026 Jul 09, 2026
Asset Dedication, LLC History No change 127 50 0.0% 0.0% 997 0 0.0% Q2 2026 Jul 30, 2026
Quarry LP History No change 120 47 0.0% 0.0% 998 0 0.0% Q2 2026 Aug 14, 2026
Retirement Wealth Solutions LLC History No change 115 45 0.02% 0.02% 999 0 0.0% Q2 2026 Jul 07, 2026
Arlington Trust Co LLC History No change 112 44 0.0% 0.0% 1000 0 0.0% Q2 2026 Jul 07, 2026
Harbor Asset Planning, Inc. History No change 113 44 0.03% 0.03% 1001 0 0.0% Q2 2026 Jul 22, 2026
ESL Trust Services, LLC History No change 111 43 0.01% 0.01% 1002 0 0.0% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History No change 110 43 0.02% 0.02% 1003 0 0.0% Q2 2026 Aug 10, 2026
Johnson Financial Group, Inc. History No change 106 41 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Bancorp, Inc. History No change 100 39 0.01% 0.01% 1005 0 0.0% Q2 2026 Jul 28, 2026
HighMark Wealth Management LLC History No change 101 39 0.01% 0.01% 1006 0 0.0% Q2 2026 Aug 12, 2026
Caitlin John, LLC History No change 98 38 0.02% 0.02% 1007 0 0.0% Q2 2026 Aug 17, 2026
First Command Advisory Services, Inc. History No change 95 37 0.0% 0.0% 1008 0 0.0% Q2 2026 Aug 10, 2026
Coastline Trust Co History No change 101 36 0.0% 0.0% 1009 0 0.0% Q3 2026 Oct 01, 2026
TD Capital Management LLC History No change 93 36 0.0% 0.0% 1010 0 0.0% Q2 2026 Aug 06, 2026
EPG Wealth Management LLC History No change 93 36 0.01% 0.01% 1011 0 0.0% Q2 2026 Jul 28, 2026
Pflug Koory, LLC History No change 90 35 0.01% 0.01% 1012 0 0.0% Q2 2026 Jul 21, 2026
Clearstead Trust, LLC History No change 88 34 0.0% 0.0% 1013 0 0.0% Q2 2026 Aug 06, 2026
Bear Mountain Capital, Inc. History No change 91 34 0.01% 0.01% 1014 0 0.0% Q2 2026 Jul 20, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 86 33 0.0% 0.0% 1015 0 0.0% Q2 2026 Jul 28, 2026
Insight Inv LLC History No change 82 32 0.02% 0.02% 1016 0 0.0% Q2 2026 Jul 23, 2026
PFS Partners, LLC History No change 81 31 0.01% 0.01% 1017 0 0.0% Q2 2026 Jul 20, 2026
Strive Financial Group ,LLC History No change 79 31 0.01% 0.01% 1018 0 0.0% Q2 2026 Aug 14, 2026
Nalls Sherbakoff Group, LLC History No change 75 29 0.02% 0.02% 1019 0 0.0% Q2 2026 Aug 17, 2026
LifeSteps Financial, Inc. History No change 76 29 0.01% 0.01% 1020 0 0.0% Q2 2026 Jul 17, 2026
Abound Wealth Management History No change 75 29 0.01% 0.01% 1021 0 0.0% Q2 2026 Jul 10, 2026
AMERIFLEX GROUP, INC. History No change 74 29 0.01% 0.01% 1022 0 0.0% Q2 2026 Aug 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 71 27 0.01% 0.01% 1023 0 0.0% Q2 2026 Aug 20, 2026
Provenance Wealth Advisors, LLC History No change 66 26 0.0% 0.0% 1024 0 0.0% Q2 2026 Jul 24, 2026
Quest 10 Wealth Builders, Inc. History No change 66 25 0.02% 0.02% 1025 0 0.0% Q2 2026 Jul 24, 2026
Bernard Wealth Management Corp. History No change 65 25 0.01% 0.01% 1026 0 0.0% Q2 2026 Aug 21, 2026
WPG Advisers, LLC History No change 65 25 0.01% 0.01% 1027 0 0.0% Q2 2026 Aug 05, 2026
Steigerwald, Gordon & Koch Inc. History No change 59 23 0.0% 0.0% 1028 0 0.0% Q2 2026 Jul 22, 2026
Centennial Bank/AR/ History No change 59 23 0.01% 0.01% 1029 0 0.0% Q2 2026 Aug 10, 2026
Cape Investment Advisory, Inc. History No change 53 20 0.01% 0.01% 1030 0 0.0% Q2 2026 Jul 23, 2026
Gen-Wealth Partners Inc History No change 51 20 0.01% 0.01% 1031 0 0.0% Q2 2026 Aug 10, 2026
JNBA Financial Advisors History No change 50 19 0.0% 0.0% 1032 0 0.0% Q2 2026 Jul 23, 2026
Signature Resources Capital Management, LLC History No change 50 19 0.01% 0.01% 1033 0 0.0% Q2 2026 Jul 13, 2026
Purpose Unlimited Inc. History No change 50 19 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 13, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 50 18 0.0% 0.0% 1035 0 0.0% Q2 2026 Jul 27, 2026
GW&K Investment Management, LLC History No change 42 17 0.0% 0.0% 1036 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 46 17 0.0% 0.0% 1037 0 0.0% Q2 2026 Aug 07, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 44 17 0.01% 0.01% 1038 0 0.0% Q2 2026 Aug 10, 2026
one8zero8, LLC History No change 45 17 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 10, 2026
Financial Gravity Companies, Inc. History No change 41 16 0.0% 0.0% 1040 0 0.0% Q2 2026 Aug 05, 2026
Bogart Wealth, LLC History No change 43 16 0.0% 0.0% 1041 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 42 16 0.0% 0.0% 1042 0 0.0% Q2 2026 Jul 31, 2026
WOLFF WIESE MAGANA LLC History No change 43 16 0.01% 0.01% 1043 0 0.0% Q2 2026 Jul 13, 2026
Keating Financial Advisory Services, Inc. History No change 41 16 0.0% 0.0% 1044 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 43 16 0.0% 0.0% 1045 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 39 15 0.0% 0.0% 1046 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Advisors LLC History No change 47 15 0.01% 0.01% 1047 0 0.0% Q2 2026 Aug 07, 2026
SALEM INVESTMENT COUNSELORS INC History No change 37 14 0.0% 0.0% 1048 0 0.0% Q2 2026 Jul 14, 2026
Hoese & Co LLP History No change 37 14 0.01% 0.01% 1049 0 0.0% Q2 2026 Jul 14, 2026
Longview Financial Advisors LLC History No change 38 14 0.01% 0.01% 1050 0 0.0% Q2 2026 Jul 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 33 13 0.0% 0.0% 1051 0 0.0% Q2 2026 Aug 05, 2026
Glassman Wealth Services History No change 33 13 0.0% 0.0% 1052 0 0.0% Q2 2026 Aug 05, 2026
LRI Investments, LLC History No change 34 13 0.0% 0.0% 1053 0 0.0% Q2 2026 Jul 14, 2026
SIMA Wealth Partners, LLC History No change 33 13 0.01% 0.01% 1054 0 0.0% Q2 2026 Jul 28, 2026
WealthShield Partners, LLC History No change 32 12 0.0% 0.0% 1055 0 0.0% Q2 2026 Aug 12, 2026
Concord Wealth Partners History No change 32 12 0.0% 0.0% 1056 0 0.0% Q2 2026 Jul 27, 2026
Bullock Wealth Management Group History No change 33 12 0.01% 0.01% 1057 0 0.0% Q2 2026 Aug 19, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 29 11 0.01% 0.01% 1058 0 0.0% Q2 2026 Jul 21, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 30 11 0.01% 0.01% 1059 0 0.0% Q2 2026 Aug 13, 2026
Twin Lakes Capital Management, LLC History No change 26 10 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 17, 2026
Delos Wealth Advisors, LLC History No change 26 10 0.01% 0.01% 1061 0 0.0% Q2 2026 Aug 14, 2026
KERR FINANCIAL PLANNING Corp History No change 27 10 0.01% 0.01% 1062 0 0.0% Q2 2026 Jul 02, 2026
Marquette Asset Management, LLC History No change 25 9 0.0% 0.0% 1063 0 0.0% Q2 2026 Jul 09, 2026
Richardson Capital Management LLC History No change 25 9 0.0% 0.0% 1064 0 0.0% Q2 2026 Jul 17, 2026
Ares Financial Consulting, LLC History No change 23 9 0.01% 0.01% 1065 0 0.0% Q2 2026 Jul 09, 2026
Allied Private Wealth LLC History No change 25 9 0.01% 0.01% 1066 0 0.0% Q2 2026 Jul 09, 2026
Essential Investment Partners LLC History No change 25 9 0.01% 0.01% 1067 0 0.0% Q2 2026 Jul 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 21 8 0.0% 0.0% 1068 0 0.0% Q2 2026 Jul 08, 2026
RMG Wealth Management LLC History No change 21 8 0.0% 0.0% 1069 0 0.0% Q2 2026 Aug 13, 2026
Aventura Private Wealth, LLC History No change 22 8 0.0% 0.0% 1070 0 0.0% Q2 2026 Jul 15, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 21 8 0.0% 0.0% 1071 0 0.0% Q2 2026 Aug 12, 2026
Biltmore Family Office, LLC History No change 20 7 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 12, 2026
Commonwealth Retirement Investments LLC History No change 20 7 0.0% 0.0% 1073 0 0.0% Q2 2026 Aug 03, 2026
Cherry Tree Wealth Management, LLC History No change 20 7 0.0% 0.0% 1074 0 0.0% Q2 2026 Sep 15, 2026
Turtle Creek Wealth Advisors, LLC History No change 20 7 0.0% 0.0% 1075 0 0.0% Q2 2026 Jul 27, 2026
Breakwater Investment Management History No change 20 7 0.0% 0.0% 1076 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 19 7 0.01% 0.01% 1077 0 0.0% Q2 2026 Aug 11, 2026
Clean Yield Group History No change 17 6 0.0% 0.0% 1078 0 0.0% Q2 2026 Aug 05, 2026
Mascoma Wealth Management LLC History No change 16 6 0.0% 0.0% 1079 0 0.0% Q2 2026 Jul 24, 2026
Vermillion Wealth Management, Inc. History No change 13 5 0.0% 0.0% 1080 0 0.0% Q2 2026 Jul 15, 2026
CVA Family Office, LLC History No change 15 5 0.0% 0.0% 1081 0 0.0% Q2 2026 Aug 07, 2026
Founders Financial Alliance, LLC History No change 14 5 0.0% 0.0% 1082 0 0.0% Q2 2026 Aug 04, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 13 5 0.0% 0.0% 1083 0 0.0% Q2 2026 Aug 07, 2026
Medallion Wealth Advisors, LLC History No change 14 5 0.0% 0.0% 1084 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 10 4 0.0% 0.0% 1085 0 0.0% Q2 2026 Aug 14, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 11 4 0.0% 0.0% 1086 0 0.0% Q2 2026 Jul 24, 2026
Go Invest LLC History No change 12 4 0.0% 0.0% 1087 0 0.0% Q2 2026 Aug 05, 2026
ALERUS FINANCIAL NA History No change 9 3 0.0% 0.0% 1088 0 0.0% Q2 2026 Aug 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 8 3 0.0% 0.0% 1089 0 0.0% Q2 2026 Jul 21, 2026
Game Plan Financial Advisors, LLC History No change 10 3 0.0% 0.0% 1090 0 0.0% Q2 2026 Aug 07, 2026
N.E.W. Advisory Services LLC History No change 8 3 0.0% 0.0% 1091 0 0.0% Q2 2026 Aug 06, 2026
New Republic Capital, LLC History No change 10 3 0.0% 0.0% 1092 0 0.0% Q2 2026 Jul 31, 2026
PlanVest Financial, Inc History No change 9 3 0.0% 0.0% 1093 0 0.0% Q2 2026 Aug 10, 2026
HOWE & RUSLING INC History No change 6 2 0.0% 0.0% 1094 0 0.0% Q2 2026 Aug 10, 2026
TFC Financial Management, Inc. History No change 7 2 0.0% 0.0% 1095 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 6 2 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP History No change 3 1 0.0% 0.0% 1097 0 0.0% Q2 2026 Jul 14, 2026
MCDONALD PARTNERS LLC History No change 4 1 0.0% 0.0% 1098 0 0.0% Q2 2026 Jul 28, 2026
Operose Advisors LLC History No change 5 1 0.0% 0.0% 1099 0 0.0% Q2 2026 Aug 13, 2026
Millstone Evans Group, LLC History No change 4 1 0.0% 0.0% 1100 0 0.0% Q2 2026 Aug 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Prestige Wealth Management Group LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History No change 2 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Morton Brown Family Wealth, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
GGM Financial LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Anchor Bay Capital, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Napier Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Downshift Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026