iSHARES TRUST - IWV

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
GOLDMAN SACHS GROUP INC History No change 1,960,068 835,772 0.07% 0.07% 1 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 1,858,646 792,526 7.49% 7.49% 2 0 0.0% Q2 2026 Aug 06, 2026
American Family Investments, Inc. History No change 1,627,426 693,934 12.52% 12.52% 3 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,155,278 492,611 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 1,004,513 428,324 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 993,509 423,632 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 680,045 289,971 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
UNC Management Company, Inc. History No change 529,017 225,573 10.91% 10.91% 8 0 0.0% Q2 2026 Aug 14, 2026
Pitcairn Wealth Advisors LLC History No change 503,370 214,638 23.51% 23.51% 9 0 0.0% Q2 2026 Aug 10, 2026
JPMORGAN CHASE & CO History No change 479,995 203,119 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 465,469 198,475 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 440,213 187,707 0.19% 0.19% 12 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 405,547 172,964 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 348,820 148,736 0.07% 0.07% 14 0 0.0% Q2 2026 Aug 07, 2026
Evensky & Katz LLC History No change 336,531 143,497 7.41% 7.41% 15 0 0.0% Q2 2026 Jul 22, 2026
Bank of New York Mellon Corp History No change 331,519 141,359 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 319,386 136,186 0.13% 0.13% 17 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 301,846 128,707 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 295,890 126,167 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 292,440 124,696 0.29% 0.29% 20 0 0.0% Q2 2026 Aug 14, 2026
TLWM History Reduced 283,869 122,534 19.53% 20.3% 21 -8,947 -3.06% Q3 2026 Oct 08, 2026
Lido Advisors, LLC History No change 268,919 114,667 0.31% 0.31% 22 0 0.0% Q2 2026 Aug 07, 2026
SENTINEL TRUST CO LBA History No change 250,902 106,985 9.47% 9.47% 23 0 0.0% Q2 2026 Jul 13, 2026
WELLS FARGO & COMPANY/MN History No change 244,347 104,189 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 242,291 103,312 0.13% 0.13% 25 0 0.0% Q2 2026 Aug 19, 2026
Corient Private Wealth LP History No change 216,236 92,203 0.13% 0.13% 26 0 0.0% Q2 2026 Aug 27, 2026
Wealthspire Advisors, LLC History No change 212,799 90,737 0.5% 0.5% 27 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 202,285 86,254 0.13% 0.13% 28 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 193,707 82,596 0.22% 0.22% 29 0 0.0% Q2 2026 Aug 11, 2026
Bricktown Capital, LLC History No change 187,144 79,798 14.42% 14.42% 30 0 0.0% Q2 2026 Jul 15, 2026
STEPHENS INC /AR/ History No change 177,801 75,814 0.85% 0.85% 31 0 0.0% Q2 2026 Jul 29, 2026
Geneos Wealth Management Inc. History No change 167,834 71,564 1.46% 1.46% 32 0 0.0% Q2 2026 Aug 06, 2026
Calamos Wealth Management LLC History No change 163,526 69,727 2.1% 2.1% 33 0 0.0% Q2 2026 Jul 31, 2026
BANK OF NOVA SCOTIA History No change 159,700 68,096 0.1% 0.1% 34 0 0.0% Q2 2026 Aug 12, 2026
DAVIS R M INC History No change 159,675 68,085 1.07% 1.07% 35 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 159,058 67,822 0.2% 0.2% 36 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 156,335 66,661 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 151,447 64,576 0.1% 0.1% 38 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 149,816 63,881 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 148,874 63,479 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 146,205 62,341 0.36% 0.36% 41 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 145,453 62,021 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 145,100 61,870 0.27% 0.27% 43 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 144,384 61,565 0.1% 0.1% 44 0 0.0% Q2 2026 Aug 05, 2026
Proficio Capital Partners LLC History No change 143,298 61,102 2.19% 2.19% 45 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 138,773 59,172 0.72% 0.72% 46 0 0.0% Q2 2026 Jul 17, 2026
FFT WEALTH MANAGEMENT LLC History No change 136,855 58,354 9.14% 9.14% 47 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History No change 127,832 54,507 0.07% 0.07% 48 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 125,851 53,662 0.25% 0.25% 49 0 0.0% Q2 2026 Aug 18, 2026
Heck Capital Advisors, LLC History No change 124,292 52,997 3.17% 3.17% 50 0 0.0% Q2 2026 Jul 10, 2026
Cresset Asset Management, LLC History No change 124,004 52,875 0.19% 0.19% 51 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 119,191 50,823 0.97% 0.97% 52 0 0.0% Q2 2026 Jul 27, 2026
IEQ CAPITAL, LLC History No change 116,454 49,655 0.23% 0.23% 53 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 117,905 49,202 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
Wind River Trust Co History No change 113,918 48,574 16.4% 16.4% 55 0 0.0% Q2 2026 Aug 14, 2026
PENNINGTON PARTNERS & CO., LLC History No change 109,483 46,683 14.96% 14.96% 56 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 109,289 46,601 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 108,567 46,293 0.06% 0.06% 58 0 0.0% Q2 2026 Jul 29, 2026
Clearstead Advisors, LLC History No change 103,636 44,190 0.42% 0.42% 59 0 0.0% Q2 2026 Aug 06, 2026
AlphaCore Capital LLC History No change 102,427 43,674 0.8% 0.8% 60 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 98,874 42,179 0.05% 0.05% 61 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 93,596 39,909 0.01% 0.01% 62 0 0.0% Q2 2026 Sep 23, 2026
ROYAL BANK OF CANADA History No change 91,682 39,093 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 90,538 38,605 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History No change 87,817 37,445 0.08% 0.08% 65 0 0.0% Q2 2026 Aug 03, 2026
BANK OF MONTREAL /CAN/ History No change 85,698 36,541 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History No change 80,702 34,411 0.19% 0.19% 67 0 0.0% Q2 2026 Jul 29, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 78,942 33,661 0.46% 0.46% 68 0 0.0% Q2 2026 Aug 13, 2026
Brooklyn FI, LLC History No change 79,177 33,631 6.15% 6.15% 69 0 0.0% Q2 2026 Aug 04, 2026
Waldron Private Wealth LLC History No change 78,861 33,626 1.16% 1.16% 70 0 0.0% Q2 2026 Jul 20, 2026
Provenance Wealth Advisors, LLC History No change 78,528 33,484 3.19% 3.19% 71 0 0.0% Q2 2026 Jul 24, 2026
BRIGHTON JONES LLC History No change 76,042 32,424 0.6% 0.6% 72 0 0.0% Q2 2026 Aug 11, 2026
EPIQ PARTNERS, LLC History Added to 74,545 32,178 13.86% 12.98% 73 +2,790 3.89% Q3 2026 Oct 07, 2026
Tanglewood Wealth Management, Inc. History No change 74,519 31,775 2.7% 2.7% 74 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 74,325 31,692 0.05% 0.05% 75 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 74,224 31,649 0.09% 0.09% 76 0 0.0% Q2 2026 Aug 10, 2026
Great Diamond Partners, LLC History No change 72,221 30,795 5.29% 5.29% 77 0 0.0% Q2 2026 Jul 17, 2026
Finley Financial, LLC History No change 69,374 29,580 11.91% 11.91% 78 0 0.0% Q2 2026 Jul 08, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 68,656 29,275 1.4% 1.4% 79 0 0.0% Q2 2026 Jul 23, 2026
Laird Norton Wetherby Trust Company, LLC History No change 66,920 28,534 0.55% 0.55% 80 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 63,550 27,097 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 60,355 25,735 0.09% 0.09% 82 0 0.0% Q2 2026 Aug 10, 2026
Trajan Wealth LLC History No change 59,839 25,515 0.96% 0.96% 83 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 58,190 24,812 0.18% 0.18% 84 0 0.0% Q2 2026 Jul 23, 2026
Truepoint, Inc. History No change 57,571 24,548 0.51% 0.51% 85 0 0.0% Q2 2026 Jul 31, 2026
Stairway Partners, LLC History Reduced 55,804 24,088 1.14% 1.14% 86 -730 -1.29% Q3 2026 Oct 01, 2026
Diversified Portfolios, Inc. History No change 56,280 23,997 1.74% 1.74% 87 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 54,790 23,362 0.28% 0.28% 88 0 0.0% Q2 2026 Aug 07, 2026
Greenspring Advisors, LLC History No change 53,486 22,806 1.26% 1.26% 89 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History No change 53,370 22,757 0.03% 0.03% 90 0 0.0% Q2 2026 Jul 28, 2026
Strategic Equity Management History No change 53,092 22,638 7.6% 7.6% 91 0 0.0% Q2 2026 Aug 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 52,594 22,426 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 52,369 22,330 0.37% 0.37% 93 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 52,068 22,201 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 03, 2026
Compass Financial Group, Inc. History No change 48,145 20,529 8.67% 8.67% 95 0 0.0% Q2 2026 Aug 04, 2026
Quantinno Capital Management LP History No change 47,784 20,375 0.02% 0.02% 96 0 0.0% Q2 2026 Aug 13, 2026
KDK Private Wealth Management, LLC History No change 46,734 19,927 16.53% 16.53% 97 0 0.0% Q2 2026 Aug 12, 2026
NEPC LLC History No change 46,031 19,627 0.37% 0.37% 98 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 44,680 19,051 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 13, 2026
Balentine LLC History No change 43,941 18,736 0.67% 0.67% 100 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO History No change 42,663 18,278 0.18% 0.18% 101 0 0.0% Q2 2026 Jul 27, 2026
Fund Evaluation Group, LLC History No change 42,134 17,965 0.49% 0.49% 102 0 0.0% Q2 2026 Aug 07, 2026
Moss Adams Wealth Advisors LLC History No change 41,783 17,816 1.11% 1.11% 103 0 0.0% Q2 2026 Jul 27, 2026
Embree Financial Group History No change 41,512 17,700 1.77% 1.77% 104 0 0.0% Q2 2026 Jul 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 41,483 17,695 0.1% 0.1% 105 0 0.0% Q2 2026 Aug 14, 2026
STRATEGIC INVESTMENT MANAGEMENT, LLC History No change 41,391 17,649 6.07% 6.07% 106 0 0.0% Q2 2026 Jul 20, 2026
Crestwood Advisors Group, LLC History No change 41,335 17,625 0.26% 0.26% 107 0 0.0% Q2 2026 Aug 03, 2026
FIRST HORIZON CORP History No change 41,229 17,580 0.68% 0.68% 108 0 0.0% Q2 2026 Jul 20, 2026
Kestra Advisory Services, LLC History No change 40,750 17,375 0.06% 0.06% 109 0 0.0% Q2 2026 Jul 28, 2026
AlTi Global, Inc. History No change 40,240 17,158 0.35% 0.35% 110 0 0.0% Q2 2026 Aug 05, 2026
MONEYWISE, INC. History No change 39,011 16,634 6.21% 6.21% 111 0 0.0% Q2 2026 Jul 21, 2026
HANOVER ADVISORS INC History No change 37,867 16,146 5.82% 5.82% 112 0 0.0% Q2 2026 Aug 12, 2026
Ipswich Investment Management Co., Inc. History No change 36,947 15,754 3.33% 3.33% 113 0 0.0% Q2 2026 Jul 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 36,574 15,711 0.03% 0.03% 114 0 0.0% Q2 2026 Jul 15, 2026
Roble, Belko & Company, Inc History No change 36,119 15,401 1.66% 1.66% 115 0 0.0% Q2 2026 Jul 24, 2026
Tanager Wealth Management LLP History No change 35,804 15,266 1.33% 1.33% 116 0 0.0% Q2 2026 Jul 23, 2026
Allen Investment Management, LLC History No change 35,363 15,078 0.18% 0.18% 117 0 0.0% Q2 2026 Aug 05, 2026
Allspring Global Investments Holdings, LLC History No change 35,323 15,061 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 34,374 14,657 0.1% 0.1% 119 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 33,691 14,366 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 31,561 13,457 0.67% 0.67% 121 0 0.0% Q2 2026 Jul 10, 2026
Conservest Capital Advisors, Inc. History No change 31,236 13,318 1.06% 1.06% 122 0 0.0% Q2 2026 Jul 22, 2026
Cambridge Investment Research Advisors, Inc. History No change 30,025 12,803 0.03% 0.03% 123 0 0.0% Q2 2026 Jul 27, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 29,975 12,781 0.45% 0.45% 124 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 29,521 12,587 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 12, 2026
jvl associates llc History No change 29,127 12,572 3.62% 3.52% 126 0 0.0% Q3 2026 Oct 09, 2026
Post Resch Tallon Group Inc. History Added to 28,344 12,235 8.4% 8.19% 127 +587 2.11% Q3 2026 Oct 08, 2026
UMB Bank, n.a. History No change 28,354 12,090 0.15% 0.15% 128 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 27,962 11,921 0.22% 0.22% 129 0 0.0% Q2 2026 Jul 27, 2026
One Day In July LLC History No change 27,411 11,688 0.81% 0.81% 130 0 0.0% Q2 2026 Aug 03, 2026
Strategic Wealth Partners, Ltd. History No change 26,127 11,140 0.69% 0.69% 131 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 26,000 11,086 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 13, 2026
BigSur Wealth Management LLC History No change 25,200 10,745 2.59% 2.59% 133 0 0.0% Q2 2026 Jul 14, 2026
GLENMEDE TRUST CO NA History No change 24,275 10,350 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 10, 2026
REBALANCE, LLC History No change 24,185 10,312 0.54% 0.54% 135 0 0.0% Q2 2026 Jul 16, 2026
LCNB CORP History No change 23,748 10,126 3.11% 3.11% 136 0 0.0% Q2 2026 Aug 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 23,484 10,013 0.03% 0.03% 137 0 0.0% Q2 2026 Jul 28, 2026
Arcus Capital Partners, LLC History No change 23,199 9,892 4.09% 4.09% 138 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 22,970 9,794 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 22,665 9,664 0.1% 0.1% 140 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 22,630 9,649 0.11% 0.11% 141 0 0.0% Q2 2026 Aug 12, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 22,541 9,611 0.56% 0.56% 142 0 0.0% Q2 2026 Jul 21, 2026
Circle Wealth Management, LLC History No change 22,161 9,449 0.12% 0.12% 143 0 0.0% Q2 2026 Aug 12, 2026
New Republic Capital, LLC History No change 22,118 9,431 2.17% 2.17% 144 0 0.0% Q2 2026 Jul 31, 2026
ALLIANCEBERNSTEIN L.P. History No change 25,431 9,426 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Vanguard National Trust Co History No change 22,103 9,424 0.51% 0.51% 146 0 0.0% Q2 2026 Aug 13, 2026
Cedar Wealth Management, LLC History No change 21,419 9,133 2.35% 2.35% 147 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 21,412 9,130 0.2% 0.2% 148 0 0.0% Q2 2026 Jul 28, 2026
Mueller Wealth, LLC History No change 21,245 9,059 6.17% 6.17% 149 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 21,108 9,000 0.0% 0.0% 150 0 0.0% Q2 2026 Sep 02, 2026
Baird Financial Group, Inc. History No change 21,109 9,000 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 12, 2026
Apella Capital, LLC History Added to 20,472 8,996 0.11% 0.12% 152 +26 0.13% Q3 2026 Oct 08, 2026
FIDUCIARY TRUST CO History No change 20,818 8,876 0.1% 0.1% 153 0 0.0% Q2 2026 Aug 13, 2026
Sheridan Capital Management, LLC History No change 20,455 8,722 4.2% 4.2% 154 0 0.0% Q2 2026 Aug 07, 2026
ANCHYRA PARTNERS LLC History No change 19,989 8,523 2.05% 2.05% 155 0 0.0% Q2 2026 Jul 23, 2026
ASPIRIANT, LLC History No change 19,662 8,384 0.21% 0.21% 156 0 0.0% Q2 2026 Jul 20, 2026
LM Advisors LLC History No change 19,334 8,244 0.95% 0.95% 157 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 18,837 8,032 0.16% 0.16% 158 0 0.0% Q2 2026 Aug 14, 2026
FORTE ASSET MANAGEMENT LLC History No change 18,733 7,987 3.26% 3.26% 159 0 0.0% Q2 2026 Jul 21, 2026
XPONANCE LLC History No change 18,575 7,920 0.05% 0.05% 160 0 0.0% Q2 2026 Aug 10, 2026
Jordan Park Group LLC History No change 18,515 7,894 0.4% 0.4% 161 0 0.0% Q2 2026 Aug 11, 2026
FIRST NATIONAL BANK OF OMAHA History No change 18,574 7,884 0.22% 0.22% 162 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 18,378 7,836 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 07, 2026
Legacy Trust History No change 18,331 7,816 1.38% 1.38% 164 0 0.0% Q2 2026 Jul 31, 2026
WEST PACES ADVISORS INC. History No change 17,766 7,575 1.27% 1.27% 165 0 0.0% Q2 2026 Jul 17, 2026
Elyxium Wealth, LLC History No change 17,730 7,560 0.79% 0.79% 166 0 0.0% Q2 2026 Aug 03, 2026
EP Wealth Advisors, LLC History No change 17,713 7,552 0.03% 0.03% 167 0 0.0% Q2 2026 Aug 11, 2026
WHI TRUST Co LLC History No change 17,421 7,428 4.8% 4.8% 168 0 0.0% Q2 2026 Aug 11, 2026
Triune Financial Partners, LLC History No change 17,410 7,423 1.55% 1.55% 169 0 0.0% Q2 2026 Aug 07, 2026
Winthrop Advisory Group LLC History No change 16,711 7,125 0.48% 0.48% 170 0 0.0% Q2 2026 Jul 17, 2026
BTC Capital Management, Inc. History No change 16,691 7,117 0.43% 0.43% 171 0 0.0% Q2 2026 Jul 16, 2026
Gilbert & Cook, Inc. History No change 16,481 7,027 0.81% 0.81% 172 0 0.0% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History No change 16,130 6,877 0.17% 0.17% 173 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 15,860 6,762 0.03% 0.03% 174 0 0.0% Q2 2026 Jul 17, 2026
MISSION WEALTH MANAGEMENT, LP History No change 15,777 6,727 0.08% 0.08% 175 0 0.0% Q2 2026 Jul 20, 2026
Bleakley Financial Group, LLC History No change 15,643 6,670 0.08% 0.08% 176 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 15,344 6,542 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 12, 2026
Aries Wealth Management History No change 15,294 6,521 1.28% 1.28% 178 0 0.0% Q2 2026 Jul 24, 2026
Midwest Professional Planners, LTD. History No change 15,165 6,466 1.27% 1.27% 179 0 0.0% Q2 2026 Aug 05, 2026
KLINGENSTEIN FIELDS & CO LP History No change 14,928 6,365 0.22% 0.22% 180 0 0.0% Q2 2026 Aug 05, 2026
Summit Trail Advisors, LLC History No change 14,796 6,309 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 11, 2026
Financial Council, LLC History No change 14,651 6,247 2.03% 2.03% 182 0 0.0% Q2 2026 Aug 04, 2026
Ascent Wealth Partners, LLC History No change 14,599 6,225 0.62% 0.62% 183 0 0.0% Q2 2026 Jul 31, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 14,597 6,224 0.09% 0.09% 184 0 0.0% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History No change 14,588 6,220 0.4% 0.4% 185 0 0.0% Q2 2026 Aug 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 14,354 6,120 0.26% 0.26% 186 0 0.0% Q2 2026 Jul 21, 2026
MAI Capital Management History No change 14,352 6,119 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 13,962 5,953 0.09% 0.09% 188 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 13,867 5,912 0.19% 0.19% 189 0 0.0% Q2 2026 Jul 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 13,806 5,886 0.04% 0.04% 190 0 0.0% Q2 2026 Aug 14, 2026
William Howard & Co Financial Advisors Inc History No change 13,778 5,874 4.57% 4.57% 191 0 0.0% Q2 2026 Jul 09, 2026
Vise Technologies, Inc. History No change 13,545 5,775 0.07% 0.07% 192 0 0.0% Q2 2026 Aug 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 13,520 5,764 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 13, 2026
Greenline Partners, LLC History No change 13,244 5,647 0.57% 0.57% 194 0 0.0% Q2 2026 Aug 14, 2026
MPS Loria Financial Planners, LLC History No change 13,100 5,585 1.28% 1.28% 195 0 0.0% Q2 2026 Jul 30, 2026
Basecamp Wealth Advisors LLC History No change 12,875 5,489 1.02% 1.02% 196 0 0.0% Q2 2026 Aug 14, 2026
Aquire Wealth Advisors, LLC History No change 12,834 5,472 1.25% 1.25% 197 0 0.0% Q2 2026 Aug 06, 2026
LOWE BROCKENBROUGH & CO INC History No change 12,814 5,463 0.24% 0.24% 198 0 0.0% Q2 2026 Aug 03, 2026
St. Louis Trust Co History No change 21,772 5,269 0.6% 0.6% 199 0 0.0% Q2 2026 Jul 30, 2026
Prime Capital Investment Advisors, LLC History No change 12,344 5,263 0.05% 0.05% 200 0 0.0% Q2 2026 Aug 05, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 12,154 5,182 1.79% 1.79% 201 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 12,133 5,173 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 12,000 5,116 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 10, 2026
Blue Fin Capital, Inc. History No change 11,859 5,056 0.73% 0.73% 204 0 0.0% Q2 2026 Aug 04, 2026
Lutz Financial Services LLC History No change 11,854 5,054 0.31% 0.31% 205 0 0.0% Q2 2026 Aug 05, 2026
SAX WEALTH ADVISORS, LLC History No change 13,630 5,052 0.21% 0.21% 206 0 0.0% Q2 2026 Jul 09, 2026
SIMON QUICK ADVISORS, LLC History No change 11,845 5,050 0.2% 0.2% 207 0 0.0% Q2 2026 Jul 28, 2026
ZACKS INVESTMENT MANAGEMENT History No change 11,437 4,877 0.03% 0.03% 208 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 11,267 4,804 0.04% 0.04% 209 0 0.0% Q2 2026 Aug 06, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 11,226 4,786 0.49% 0.49% 210 0 0.0% Q2 2026 Jul 28, 2026
Savvy Advisors, Inc. History No change 11,134 4,747 0.1% 0.1% 211 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 10,880 4,639 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 10,709 4,566 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 14, 2026
Single Point Partners, LLC History No change 10,695 4,560 0.8% 0.8% 214 0 0.0% Q2 2026 Jul 16, 2026
Intelligence Driven Advisers, LLC History Reduced 10,346 4,465 0.77% 0.74% 215 -345 -3.23% Q3 2026 Oct 09, 2026
Chicago Partners Investment Group LLC History No change 10,402 4,372 0.09% 0.09% 216 0 0.0% Q2 2026 Jul 29, 2026
First Heartland Consultants, Inc. History Reduced 10,097 4,358 0.29% 0.3% 217 -627 -5.85% Q3 2026 Oct 08, 2026
McClarren Financial Advisors, Inc. History No change 10,165 4,334 2.24% 2.24% 218 0 0.0% Q2 2026 Jul 17, 2026
Stratos Wealth Partners, LTD. History No change 9,780 4,170 0.04% 0.04% 219 0 0.0% Q2 2026 Aug 11, 2026
CERTUITY, LLC History No change 9,720 4,144 0.2% 0.2% 220 0 0.0% Q2 2026 Jul 28, 2026
Chesapeake Wealth Management History No change 9,714 4,142 1.16% 1.16% 221 0 0.0% Q2 2026 Aug 13, 2026
NORDEN GROUP LLC History No change 9,711 4,140 0.34% 0.34% 222 0 0.0% Q2 2026 Jul 29, 2026
Alesco Advisors, LLC, An ESL Co History No change 9,608 4,096 0.09% 0.09% 223 0 0.0% Q2 2026 Aug 05, 2026
Zhang Financial LLC History No change 9,511 4,055 0.12% 0.12% 224 0 0.0% Q2 2026 Jul 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 9,421 4,017 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 13, 2026
Sand Hill Global Advisors, LLC History No change 9,385 4,001 0.12% 0.12% 226 0 0.0% Q2 2026 Aug 11, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 9,379 3,999 0.02% 0.02% 227 0 0.0% Q2 2026 Jul 17, 2026
Institute for Wealth Management, LLC. History No change 9,363 3,992 0.35% 0.35% 228 0 0.0% Q2 2026 Jul 28, 2026
Mosaic Advisors LLC History No change 9,249 3,943 5.29% 5.29% 229 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 9,090 3,875 0.03% 0.03% 230 0 0.0% Q2 2026 Jul 27, 2026
Tolleson Wealth Management, Inc. History No change 9,066 3,865 0.52% 0.52% 231 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 9,031 3,850 0.37% 0.37% 232 0 0.0% Q2 2026 Aug 11, 2026
Simmons Bank History No change 8,955 3,817 0.22% 0.22% 233 0 0.0% Q2 2026 Jul 31, 2026
Lakeshore Financial Planning, Inc. History No change 8,897 3,793 1.22% 1.22% 234 0 0.0% Q2 2026 Jul 13, 2026
Family Office Research LLC History No change 8,872 3,783 1.42% 1.42% 235 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Wealth, LLC History No change 8,789 3,747 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 10, 2026
Integrated Wealth Concepts LLC History No change 8,662 3,693 0.02% 0.02% 237 0 0.0% Q2 2026 Sep 08, 2026
WASHINGTON TRUST Co History No change 8,562 3,650 0.11% 0.11% 238 0 0.0% Q2 2026 Aug 03, 2026
Foundation Wealth Management, LLC\PA History No change 8,541 3,641 1.1% 1.1% 239 0 0.0% Q2 2026 Jul 21, 2026
FIRST HAWAIIAN BANK History No change 8,107 3,456 0.44% 0.44% 240 0 0.0% Q2 2026 Jul 13, 2026
BOK Financial Private Wealth, Inc. History No change 8,103 3,455 0.18% 0.18% 241 0 0.0% Q2 2026 Aug 07, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 7,967 3,397 1.57% 1.57% 242 0 0.0% Q2 2026 Aug 14, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 7,948 3,389 1.47% 1.47% 243 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 7,818 3,333 0.08% 0.08% 244 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 7,680 3,274 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 13, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 7,653 3,263 0.31% 0.31% 246 0 0.0% Q2 2026 Jul 09, 2026
WESBANCO BANK INC History No change 7,644 3,259 0.08% 0.08% 247 0 0.0% Q2 2026 Jul 28, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 7,516 3,204 0.34% 0.34% 248 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 7,440 3,172 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 7,334 3,127 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 14, 2026
Renasant Bank History No change 7,326 3,123 2.01% 2.01% 251 0 0.0% Q2 2026 Aug 11, 2026
Meridian Financial Partners LLC History No change 7,209 3,096 1.06% 1.06% 252 0 0.0% Q2 2026 Jul 24, 2026
Financial Engines Advisors L.L.C. History No change 7,167 3,056 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 7,088 3,022 0.05% 0.05% 254 0 0.0% Q2 2026 Jul 31, 2026
Wedmont Private Capital History Added to 6,858 3,005 0.07% 0.08% 255 +15 0.22% Q3 2026 Oct 09, 2026
GC Wealth Management RIA, LLC History No change 7,027 2,996 0.17% 0.17% 256 0 0.0% Q2 2026 Jul 16, 2026
Orion Porfolio Solutions, LLC History No change 7,011 2,989 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 14, 2026
Fonville Wealth Management LLC History No change 6,887 2,936 0.48% 0.48% 258 0 0.0% Q2 2026 Jul 28, 2026
Sterling Capital Management LLC History No change 6,833 2,913 0.05% 0.05% 259 0 0.0% Q2 2026 Jul 28, 2026
Avant Financial Advisors LLC History No change 6,764 2,884 1.8% 1.8% 260 0 0.0% Q2 2026 Jul 09, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 6,945 2,880 0.03% 0.03% 261 0 0.0% Q2 2026 Aug 06, 2026
JMG Financial Group, Ltd. History No change 6,702 2,857 0.07% 0.07% 262 0 0.0% Q2 2026 Jul 31, 2026
IMA Advisory Services, Inc. History No change 6,690 2,852 0.18% 0.18% 263 0 0.0% Q2 2026 Aug 10, 2026
OpenArc Corporate Advisory, LLC History No change 6,572 2,802 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 05, 2026
XY Planning Network, Inc. History No change 6,565 2,799 0.35% 0.35% 265 0 0.0% Q2 2026 Jul 14, 2026
Private Advisor Group, LLC History No change 6,489 2,766 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 27, 2026
CITY HOLDING CO History No change 6,434 2,743 0.31% 0.31% 267 0 0.0% Q2 2026 Jul 10, 2026
Signature Resources Capital Management, LLC History No change 6,380 2,720 1.07% 1.07% 268 0 0.0% Q2 2026 Jul 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 6,331 2,699 0.14% 0.14% 269 0 0.0% Q2 2026 Aug 11, 2026
GeoWealth Management, LLC History No change 6,271 2,673 0.08% 0.08% 270 0 0.0% Q2 2026 Jul 30, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 6,208 2,647 0.16% 0.16% 271 0 0.0% Q2 2026 Aug 10, 2026
OneAscent Financial Services LLC History No change 6,190 2,639 0.13% 0.13% 272 0 0.0% Q2 2026 Aug 11, 2026
Modera Wealth Management, LLC History No change 6,164 2,628 0.03% 0.03% 273 0 0.0% Q2 2026 Aug 03, 2026
Janney Montgomery Scott LLC History No change 6,082 2,594 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 05, 2026
Portland Global Advisors LLC History No change 6,067 2,586 0.25% 0.25% 275 0 0.0% Q2 2026 Aug 13, 2026
Dorsey & Whitney Trust CO LLC History No change 5,997 2,557 0.12% 0.12% 276 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 5,812 2,478 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,772 2,461 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 12, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 5,763 2,457 0.84% 0.84% 279 0 0.0% Q2 2026 Jul 21, 2026
Yardley Wealth Management LLC History No change 5,741 2,448 1.11% 1.11% 280 0 0.0% Q2 2026 Jul 16, 2026
Rialto Wealth Management, LLC History No change 5,729 2,442 0.48% 0.48% 281 0 0.0% Q2 2026 Aug 11, 2026
FIRST NATIONAL TRUST CO History No change 5,675 2,419 0.08% 0.08% 282 0 0.0% Q2 2026 Jul 30, 2026
SouthState Bank Corp History No change 5,629 2,400 0.1% 0.1% 283 0 0.0% Q2 2026 Aug 06, 2026
National Philanthropic Trust History No change 5,622 2,397 0.03% 0.03% 284 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 5,590 2,383 0.12% 0.12% 285 0 0.0% Q2 2026 Jul 23, 2026
M&T BANK CORP History No change 5,588 2,382 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 04, 2026
Nvest Financial, LLC History No change 5,582 2,380 0.75% 0.75% 287 0 0.0% Q2 2026 Jul 30, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 5,566 2,373 0.12% 0.12% 288 0 0.0% Q2 2026 Aug 14, 2026
Verum Partners LLC History No change 5,539 2,361 0.35% 0.35% 289 0 0.0% Q2 2026 Jul 22, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 5,448 2,351 1.41% 1.4% 290 0 0.0% Q3 2026 Oct 07, 2026
Moisand Fitzgerald Tamayo, LLC History No change 5,500 2,345 0.23% 0.23% 291 0 0.0% Q2 2026 Jul 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 5,497 2,344 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 5,484 2,338 0.04% 0.04% 293 0 0.0% Q2 2026 Jul 31, 2026
Wealth Architects, LLC History No change 5,430 2,315 0.18% 0.18% 294 0 0.0% Q2 2026 Jul 23, 2026
Avidian Wealth Enterprises, LLC History Added to 5,311 2,292 0.06% 0.06% 295 +31 0.59% Q3 2026 Oct 08, 2026
BCS Private Wealth Management, Inc. History No change 5,211 2,221 0.67% 0.67% 296 0 0.0% Q2 2026 Jul 31, 2026
High Probability Advisors, LLC History No change 5,180 2,208 0.24% 0.24% 297 0 0.0% Q2 2026 Jul 13, 2026
BEACON FINANCIAL GROUP History No change 5,105 2,176 0.2% 0.2% 298 0 0.0% Q2 2026 Jul 16, 2026
Independence Bank of Kentucky History No change 5,094 2,172 0.24% 0.24% 299 0 0.0% Q2 2026 Jul 13, 2026
Castle Rock Wealth Management, LLC History Reduced 4,892 2,159 0.41% 0.52% 300 -1,292 -20.89% Q3 2026 Oct 09, 2026
MANCHESTER FINANCIAL INC History No change 4,996 2,130 0.38% 0.38% 301 0 0.0% Q2 2026 Jul 17, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 4,941 2,106 0.08% 0.08% 302 0 0.0% Q2 2026 Aug 05, 2026
Fiduciary Wealth Partners, LLC History No change 4,888 2,084 1.15% 1.15% 303 0 0.0% Q2 2026 Jul 29, 2026
Wealthcare Advisory Partners LLC History No change 4,842 2,064 0.04% 0.04% 304 0 0.0% Q2 2026 Jul 09, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 4,828 2,058 0.12% 0.12% 305 0 0.0% Q2 2026 Aug 14, 2026
Ledyard National Bank History No change 4,806 2,049 0.16% 0.16% 306 0 0.0% Q2 2026 Jul 16, 2026
Indivisible Partners History No change 4,781 2,038 0.12% 0.12% 307 0 0.0% Q2 2026 Aug 04, 2026
Pure Financial Advisors, LLC History No change 4,742 2,021 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 4,695 2,002 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 13, 2026
Cohen Capital Management, Inc. History No change 4,637 1,977 0.27% 0.27% 310 0 0.0% Q2 2026 Jul 07, 2026
Garde Capital, Inc. History No change 4,628 1,973 0.09% 0.09% 311 0 0.0% Q2 2026 Jul 31, 2026
Dakota Wealth Management History No change 4,626 1,972 0.04% 0.04% 312 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 4,603 1,962 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 4,519 1,926 0.12% 0.12% 314 0 0.0% Q2 2026 Jul 30, 2026
MOTIVE WEALTH ADVISORS History No change 4,508 1,922 0.79% 0.79% 315 0 0.0% Q2 2026 Jul 20, 2026
Chesley Taft & Associates LLC History No change 4,458 1,900 0.07% 0.07% 316 0 0.0% Q2 2026 Jul 08, 2026
BIP Wealth, LLC History No change 4,405 1,878 0.05% 0.05% 317 0 0.0% Q2 2026 Aug 03, 2026
Bakala Capital LLC History No change 4,405 1,878 8.23% 8.23% 318 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 4,373 1,864 0.02% 0.02% 319 0 0.0% Q2 2026 Aug 04, 2026
KilterHowling LLC History No change 4,324 1,843 0.83% 0.83% 320 0 0.0% Q2 2026 Aug 11, 2026
Clark Capital Management Group, Inc. History No change 4,312 1,838 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 11, 2026
CVA Family Office, LLC History No change 4,295 1,831 0.17% 0.17% 322 0 0.0% Q2 2026 Aug 07, 2026
Dunhill Financial, LLC History No change 4,278 1,824 0.37% 0.37% 323 0 0.0% Q2 2026 Aug 07, 2026
Tennessee Valley Asset Management Partners History No change 4,249 1,811 0.2% 0.2% 324 0 0.0% Q2 2026 Aug 10, 2026
Evercore Wealth Management, LLC History No change 4,232 1,804 0.03% 0.03% 325 0 0.0% Q2 2026 Aug 14, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 4,150 1,791 0.16% 0.15% 326 0 0.0% Q3 2026 Oct 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 4,183 1,783 0.03% 0.03% 327 0 0.0% Q2 2026 Jul 15, 2026
Nuveen, LLC History No change 4,177 1,780 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 4,174 1,779 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,154 1,771 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 4,137 1,764 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 14, 2026
Timonier Family Office, LTD. History No change 4,101 1,748 0.49% 0.49% 332 0 0.0% Q2 2026 Aug 03, 2026
HUNTINGTON NATIONAL BANK History No change 4,058 1,730 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 13, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 3,987 1,699 0.38% 0.38% 334 0 0.0% Q2 2026 Jul 20, 2026
NICOLET BANKSHARES INC History No change 3,984 1,698 0.05% 0.05% 335 0 0.0% Q2 2026 Aug 11, 2026
Well Done, LLC History No change 3,946 1,682 0.23% 0.23% 336 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 3,877 1,653 0.04% 0.04% 337 0 0.0% Q2 2026 Aug 05, 2026
Fisher Asset Management, LLC History No change 3,840 1,637 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 04, 2026
RHUMBLINE ADVISERS History No change 3,831 1,633 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 11, 2026
Johnson Financial Group, Inc. History No change 3,803 1,621 0.05% 0.05% 340 0 0.0% Q2 2026 Aug 10, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 3,797 1,619 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 3,799 1,619 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 10, 2026
Retirement Planning Group, LLC History No change 3,775 1,609 0.04% 0.04% 343 0 0.0% Q2 2026 Aug 05, 2026
Rossmore Private Capital History No change 3,754 1,600 0.13% 0.13% 344 0 0.0% Q2 2026 Jul 31, 2026
Firestone Capital Management History No change 3,732 1,591 0.3% 0.3% 345 0 0.0% Q2 2026 Jul 31, 2026
Sensible Money, LLC History No change 3,729 1,590 0.42% 0.42% 346 0 0.0% Q2 2026 Jul 30, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 3,714 1,583 0.32% 0.32% 347 0 0.0% Q2 2026 Jul 13, 2026
Allworth Financial LP History No change 3,713 1,583 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 11, 2026
ETF Portfolio Partners, Inc. History No change 3,693 1,574 0.37% 0.37% 349 0 0.0% Q2 2026 Jul 13, 2026
VISTA CAPITAL PARTNERS, INC. History No change 3,690 1,573 0.14% 0.14% 350 0 0.0% Q2 2026 Jul 23, 2026
SilverOak Wealth Management LLC History No change 3,666 1,563 0.2% 0.2% 351 0 0.0% Q2 2026 Jul 29, 2026
SYON CAPITAL LLC History No change 3,639 1,551 0.07% 0.07% 352 0 0.0% Q2 2026 Aug 14, 2026
New England Private Wealth Advisors LLC History No change 3,653 1,536 0.15% 0.15% 353 0 0.0% Q2 2026 Aug 04, 2026
Indiana Trust & Investment Management Co History No change 3,547 1,512 0.41% 0.41% 354 0 0.0% Q2 2026 Jul 22, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 3,483 1,503 0.36% 0.4% 355 -440 -11.22% Q3 2026 Oct 09, 2026
IHT Wealth Management, LLC History No change 3,517 1,499 0.03% 0.03% 356 0 0.0% Q2 2026 Aug 14, 2026
Stokes Family Office, LLC History No change 3,500 1,492 0.17% 0.17% 357 0 0.0% Q2 2026 Aug 11, 2026
Wellspring Financial Advisors, LLC History No change 3,498 1,491 0.1% 0.1% 358 0 0.0% Q2 2026 Jul 20, 2026
Cambria Investment Management, L.P. History No change 3,454 1,472 0.07% 0.07% 359 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 3,454 1,472 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 14, 2026
Smith Salley Wealth Management History No change 3,413 1,455 0.06% 0.06% 361 0 0.0% Q2 2026 Jul 23, 2026
Bernardo Wealth Planning LLC History No change 3,411 1,454 0.25% 0.25% 362 0 0.0% Q2 2026 Jul 27, 2026
Abacus Planning Group, Inc. History No change 3,387 1,444 0.18% 0.18% 363 0 0.0% Q2 2026 Jul 20, 2026
Atala Financial Inc History No change 3,383 1,442 0.88% 0.88% 364 0 0.0% Q2 2026 Jul 23, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 3,372 1,437 0.09% 0.09% 365 0 0.0% Q2 2026 Jul 31, 2026
J.W. COLE ADVISORS, INC. History No change 3,368 1,436 0.02% 0.02% 366 0 0.0% Q2 2026 Jul 21, 2026
Fort Sheridan Advisors LLC History No change 3,363 1,433 0.15% 0.15% 367 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,345 1,426 0.02% 0.02% 368 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Advisors, LLC History No change 3,331 1,420 0.08% 0.08% 369 0 0.0% Q2 2026 Aug 11, 2026
AMG National Trust Bank History No change 3,315 1,413 0.03% 0.03% 370 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History Added to 3,271 1,411 0.04% 0.04% 371 +45 1.39% Q3 2026 Oct 08, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 3,244 1,400 0.13% 0.13% 372 -61 -1.85% Q3 2026 Oct 08, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 3,270 1,394 0.08% 0.08% 373 0 0.0% Q2 2026 Jul 31, 2026
Valeo Financial Advisors, LLC History No change 3,194 1,378 0.03% 0.03% 374 0 0.0% Q3 2026 Oct 08, 2026
Visionary Wealth Advisors History No change 3,219 1,372 0.05% 0.05% 375 0 0.0% Q2 2026 Aug 13, 2026
Crescent Grove Advisors, LLC History No change 3,195 1,362 0.11% 0.11% 376 0 0.0% Q2 2026 Aug 10, 2026
SONATA CAPITAL GROUP INC History No change 3,190 1,360 0.44% 0.44% 377 0 0.0% Q2 2026 Jul 24, 2026
Callan Family Office, LLC History No change 3,156 1,345 0.03% 0.03% 378 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 3,164 1,338 0.04% 0.04% 379 0 0.0% Q2 2026 Aug 12, 2026
Carter Financial Group, INC. History No change 3,115 1,328 0.69% 0.69% 380 0 0.0% Q2 2026 Jul 30, 2026
Parcion Private Wealth LLC History No change 3,110 1,326 0.07% 0.07% 381 0 0.0% Q2 2026 Jul 27, 2026
Sage Mountain Advisors LLC History No change 3,053 1,301 0.08% 0.08% 382 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 3,024 1,289 0.02% 0.02% 383 0 0.0% Q2 2026 Aug 18, 2026
E&G Advisors, LLC History No change 3,002 1,280 0.25% 0.25% 384 0 0.0% Q2 2026 Jul 23, 2026
American State Bank (Iowa) History No change 2,999 1,278 0.52% 0.52% 385 0 0.0% Q2 2026 Jul 09, 2026
Owl Creek Wealth Partners LLC History No change 2,983 1,271 0.37% 0.37% 386 0 0.0% Q2 2026 Jul 20, 2026
RWA WEALTH PARTNERS, LLC History No change 2,975 1,268 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 07, 2026
XML Financial, LLC History No change 2,961 1,262 0.09% 0.09% 388 0 0.0% Q2 2026 Jul 24, 2026
CONDOR CAPITAL MANAGEMENT History No change 2,936 1,251 0.09% 0.09% 389 0 0.0% Q2 2026 Aug 12, 2026
Gross & Hartman Investments LLC History No change 2,919 1,244 0.55% 0.55% 390 0 0.0% Q2 2026 Aug 13, 2026
Safe Harbor Family Capital, LLC History No change 2,919 1,244 0.83% 0.83% 391 0 0.0% Q2 2026 Aug 10, 2026
Sargent Investment Group, LLC History No change 2,917 1,243 0.15% 0.15% 392 0 0.0% Q2 2026 Aug 11, 2026
GHP Investment Advisors, Inc. History No change 2,910 1,240 0.05% 0.05% 393 0 0.0% Q2 2026 Jul 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,881 1,226 0.07% 0.07% 394 0 0.0% Q2 2026 Jul 22, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 2,871 1,224 0.12% 0.12% 395 0 0.0% Q2 2026 Jul 28, 2026
Old Mission Investment Co LLC History No change 2,800 1,193 0.25% 0.25% 396 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 2,795 1,191 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 13, 2026
Glenview Trust Co History No change 2,792 1,190 0.02% 0.02% 398 0 0.0% Q2 2026 Aug 18, 2026
Beaumont Asset Management, L.L.C. History No change 2,791 1,190 0.46% 0.46% 399 0 0.0% Q2 2026 Jul 22, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 2,728 1,163 0.07% 0.07% 400 0 0.0% Q2 2026 Jul 23, 2026
Aprio Wealth Management, LLC History No change 2,729 1,163 0.06% 0.06% 401 0 0.0% Q2 2026 Jul 24, 2026
Dynamic Advisor Solutions LLC History No change 2,709 1,155 0.03% 0.03% 402 0 0.0% Q2 2026 Jul 07, 2026
PARK AVENUE SECURITIES LLC History No change 2,660 1,134 0.01% 0.01% 403 0 0.0% Q2 2026 Jul 20, 2026
Soltis Investment Advisors LLC History No change 2,651 1,130 0.06% 0.06% 404 0 0.0% Q2 2026 Jul 31, 2026
Asset Allocation & Management Company, LLC History No change 2,641 1,126 0.37% 0.37% 405 0 0.0% Q2 2026 Jul 15, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 2,640 1,125 0.26% 0.26% 406 0 0.0% Q2 2026 Aug 14, 2026
SkyOak Wealth, LLC History No change 2,640 1,125 0.18% 0.18% 407 0 0.0% Q2 2026 Jul 30, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 2,625 1,120 0.13% 0.13% 408 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 2,603 1,109 0.04% 0.04% 409 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 2,594 1,106 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 14, 2026
Wealth Management Partners, LLC History No change 2,587 1,103 0.26% 0.26% 411 0 0.0% Q2 2026 Jul 22, 2026
W1M Asset Management Ltd History No change 2,526 1,076 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 12, 2026
McGlone Suttner Wealth Management, Inc. History No change 2,523 1,075 0.13% 0.13% 413 0 0.0% Q2 2026 Jul 21, 2026
Farther Finance Advisors, LLC History Added to 2,487 1,073 0.01% 0.01% 415 +341 15.89% Q3 2026 Oct 08, 2026
Gallagher Fiduciary Advisors, LLC History No change 2,517 1,073 0.04% 0.04% 414 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 2,517 1,071 0.05% 0.05% 416 0 0.0% Q2 2026 Jul 28, 2026
W ADVISORS, LLC History No change 2,512 1,071 0.49% 0.49% 417 0 0.0% Q2 2026 Jul 31, 2026
Performa Ltd (US), LLC History No change 2,500 1,066 0.17% 0.17% 418 0 0.0% Q2 2026 Aug 03, 2026
NESTEGG ADVISORS, INC. History No change 2,497 1,064 0.75% 0.75% 419 0 0.0% Q2 2026 Jul 14, 2026
Coyle Financial Counsel LLC History No change 2,460 1,048 0.19% 0.19% 420 0 0.0% Q2 2026 Aug 07, 2026
KEB ASSET MANAGEMENT, LLC History No change 2,439 1,040 0.17% 0.17% 421 0 0.0% Q2 2026 Jul 14, 2026
Red Spruce Capital, LLC History Added to 2,408 1,039 0.37% 0.35% 422 +33 1.39% Q3 2026 Oct 07, 2026
Steelhead Wealth Management LLC History No change 2,387 1,017 0.41% 0.41% 423 0 0.0% Q2 2026 Aug 13, 2026
Acropolis Investment Management, LLC History No change 2,355 1,016 0.04% 0.04% 424 0 0.0% Q3 2026 Oct 08, 2026
Capstone Financial Advisors, Inc. History No change 2,363 1,007 0.05% 0.05% 425 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,358 1,005 0.07% 0.07% 426 0 0.0% Q2 2026 Jul 07, 2026
Blue Edge Capital, LLC History No change 2,344 999 0.12% 0.12% 427 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 2,334 995 0.01% 0.01% 428 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE TRUST CO NA History No change 2,329 993 0.08% 0.08% 429 0 0.0% Q2 2026 Jul 28, 2026
Houlihan Financial Resource Group, Ltd. History No change 2,324 990 0.35% 0.35% 430 0 0.0% Q2 2026 Aug 10, 2026
Bayshore Capital Advisors, LLC History No change 2,301 981 0.46% 0.46% 431 0 0.0% Q2 2026 Jul 22, 2026
HSBC HOLDINGS PLC History No change 2,255 961 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 14, 2026
PATTEN & PATTEN INC/TN History No change 2,247 958 0.05% 0.05% 433 0 0.0% Q2 2026 Aug 05, 2026
TBH Global Asset Management, LLC History No change 2,236 953 0.17% 0.17% 434 0 0.0% Q2 2026 Aug 05, 2026
KLCM Advisors, Inc. History No change 2,165 923 0.07% 0.07% 435 0 0.0% Q2 2026 Aug 06, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 2,151 917 0.53% 0.53% 436 0 0.0% Q2 2026 Jul 28, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 2,210 913 0.68% 0.68% 437 0 0.0% Q2 2026 Jul 30, 2026
MSH Capital Advisors LLC History No change 2,140 912 0.16% 0.16% 438 0 0.0% Q2 2026 Aug 10, 2026
Prosperity Planning, Inc. History Reduced 2,098 905 0.2% 0.22% 439 -182 -7.98% Q3 2026 Oct 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,122 904 0.02% 0.02% 440 0 0.0% Q2 2026 Jul 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,116 902 0.06% 0.06% 441 0 0.0% Q2 2026 Aug 13, 2026
AGH Wealth Advisors, LLC History No change 2,106 897 0.57% 0.57% 442 0 0.0% Q2 2026 Jul 22, 2026
Dempze Nancy E History No change 2,102 896 0.43% 0.43% 443 0 0.0% Q2 2026 Aug 12, 2026
BURNS J W & CO INC/NY History No change 2,085 889 0.09% 0.09% 444 0 0.0% Q2 2026 Jul 15, 2026
CHOREO, LLC History No change 2,077 885 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 04, 2026
Sightline Wealth Advisors, LLC History No change 2,072 883 0.32% 0.32% 446 0 0.0% Q2 2026 Jul 22, 2026
Legacy Capital Wealth Partners, LLC History No change 2,060 878 0.17% 0.17% 447 0 0.0% Q2 2026 Aug 12, 2026
Facet Wealth, Inc. History No change 2,048 873 0.01% 0.01% 448 0 0.0% Q2 2026 Jul 27, 2026
Martin Capital Advisors, LLP History No change 2,040 869 0.46% 0.46% 449 0 0.0% Q2 2026 Jul 24, 2026
Ascent Group, LLC History No change 2,022 862 0.03% 0.03% 450 0 0.0% Q2 2026 Aug 03, 2026
Valmark Advisers, Inc. History No change 2,021 861 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 06, 2026
D.A. DAVIDSON & CO. History No change 2,007 856 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 24, 2026
World Investment Advisors History No change 2,310 856 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 2,004 854 0.01% 0.01% 454 0 0.0% Q2 2026 Jul 28, 2026
Aegis Wealth Management LLC History No change 2,000 852 0.4% 0.4% 455 0 0.0% Q2 2026 Aug 07, 2026
Harbor Advisors LLC History No change 2,000 852 0.11% 0.11% 456 0 0.0% Q2 2026 Jul 28, 2026
Mason & Associates Inc History No change 1,983 845 0.14% 0.14% 457 0 0.0% Q2 2026 Jul 23, 2026
LWM Advisory Services, LLC History No change 1,977 842 1.5% 1.5% 458 0 0.0% Q2 2026 Aug 03, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 1,964 837 0.04% 0.04% 459 0 0.0% Q2 2026 Jul 20, 2026
Elm Partners Management LLC History No change 1,951 831 0.02% 0.02% 460 0 0.0% Q2 2026 Oct 07, 2026
Baring Financial LLC History Reduced 1,921 829 0.44% 0.52% 461 -284 -12.88% Q3 2026 Oct 07, 2026
Perigon Wealth Management, LLC History No change 1,940 827 0.01% 0.01% 462 0 0.0% Q2 2026 Aug 07, 2026
Diversified Trust Co History No change 1,932 824 0.01% 0.01% 463 0 0.0% Q2 2026 Jul 17, 2026
Topsail Wealth Management, LLC History No change 1,931 823 0.11% 0.11% 464 0 0.0% Q2 2026 Aug 13, 2026
RESOLUTE CAPITAL, LLC History No change 1,914 816 0.28% 0.28% 465 0 0.0% Q2 2026 Jul 29, 2026
Gladstone Institutional Advisory LLC History No change 1,905 812 0.03% 0.03% 466 0 0.0% Q2 2026 Jul 27, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 1,906 812 0.57% 0.57% 467 0 0.0% Q2 2026 Aug 10, 2026
BOKF, NA History No change 1,898 809 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 10, 2026
SlateStone Wealth, LLC History No change 1,869 797 0.06% 0.06% 469 0 0.0% Q2 2026 Jul 20, 2026
Forum Financial Management, LP History No change 1,864 794 0.01% 0.01% 470 0 0.0% Q2 2026 Jul 23, 2026
WAYSTONE ADVISORS LLC History No change 1,842 785 0.59% 0.59% 471 0 0.0% Q2 2026 Jul 16, 2026
Armbruster Capital Management, Inc. History No change 1,840 784 0.12% 0.12% 472 0 0.0% Q2 2026 Jul 16, 2026
RKL Wealth Management LLC History No change 1,823 777 0.06% 0.06% 473 0 0.0% Q2 2026 Aug 10, 2026
One Capital Management, LLC History No change 2,075 769 0.02% 0.02% 474 0 0.0% Q2 2026 Aug 13, 2026
Climber Capital SA History No change 1,800 766 0.47% 0.47% 475 0 0.0% Q2 2026 Jul 22, 2026
Joel Isaacson & Co., LLC History No change 1,772 755 0.02% 0.02% 476 0 0.0% Q2 2026 Aug 04, 2026
Ellis Investment Partners, LLC History No change 1,750 746 0.11% 0.11% 477 0 0.0% Q2 2026 Aug 05, 2026
1834 INVESTMENT ADVISORS CO History No change 1,731 738 0.08% 0.08% 478 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Financial Group, LLC History No change 1,732 738 0.23% 0.23% 479 0 0.0% Q3 2026 Oct 06, 2026
Patten Group, Inc. History No change 1,722 734 0.11% 0.11% 480 0 0.0% Q2 2026 Aug 06, 2026
MTM Investment Management, LLC History No change 1,720 733 0.21% 0.21% 481 0 0.0% Q2 2026 Aug 03, 2026
FIRST INTERSTATE BANK History No change 1,718 732 0.04% 0.04% 482 0 0.0% Q2 2026 Jul 24, 2026
Mullaney, Keating & Wright, Inc. History No change 1,718 732 0.35% 0.35% 483 0 0.0% Q2 2026 Jul 14, 2026
BURKE & HERBERT BANK & TRUST CO History No change 1,716 731 0.18% 0.18% 484 0 0.0% Q2 2026 Aug 07, 2026
ASL Financial, LLC History No change 1,715 731 0.51% 0.51% 485 0 0.0% Q2 2026 Jul 21, 2026
Ashton Thomas Private Wealth, LLC History No change 1,693 721 0.02% 0.02% 486 0 0.0% Q2 2026 Jul 29, 2026
Third View Private Wealth, LLC History No change 1,690 720 0.09% 0.09% 487 0 0.0% Q2 2026 Jul 27, 2026
Betterment LLC History No change 1,669 712 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 14, 2026
Stronghold Wealth Management L.L.C. History No change 1,664 709 0.95% 0.95% 489 0 0.0% Q2 2026 Jul 24, 2026
FWG Holdings, LLC History No change 1,684 708 0.25% 0.25% 490 0 0.0% Q2 2026 Aug 13, 2026
17 CAPITAL PARTNERS, LLC History No change 1,658 706 0.32% 0.32% 491 0 0.0% Q2 2026 Aug 06, 2026
SCOTIA CAPITAL INC. History No change 1,652 704 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 11, 2026
Bradley & Co. Private Wealth Management, LLC History No change 1,653 704 0.34% 0.34% 493 0 0.0% Q2 2026 Aug 10, 2026
VERITY Wealth Advisors History No change 1,651 703 0.42% 0.42% 494 0 0.0% Q2 2026 Jul 16, 2026
Affinity Capital Advisors, LLC History No change 1,643 703 0.09% 0.09% 495 0 0.0% Q2 2026 Jul 08, 2026
Foster Group, Inc. History No change 1,634 696 0.02% 0.02% 496 0 0.0% Q2 2026 Jul 07, 2026
Grey Fox Wealth Advisors, LLC History No change 1,630 695 0.11% 0.11% 497 0 0.0% Q2 2026 Jul 17, 2026
CIM INVESTMENT MANAGEMENT INC History No change 1,628 694 0.17% 0.17% 498 0 0.0% Q2 2026 Sep 29, 2026
Root Financial Partners, LLC History No change 1,615 688 0.03% 0.03% 499 0 0.0% Q2 2026 Jul 29, 2026
Prime Buchholz LLC History No change 1,607 685 0.25% 0.25% 500 0 0.0% Q2 2026 Aug 13, 2026
Boston Trust Walden Corp History No change 1,590 677 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 24, 2026
POINCIANA ADVISORS GROUP, LLC History No change 1,587 676 0.5% 0.5% 502 0 0.0% Q2 2026 Jul 28, 2026
Ashford Advisors, LLC History No change 1,583 674 0.14% 0.14% 503 0 0.0% Q2 2026 Aug 06, 2026
Ironwood Wealth Management, LLC. History No change 1,572 670 0.15% 0.15% 504 0 0.0% Q2 2026 Jul 30, 2026
WEALTH EFFECTS LLC History No change 1,569 669 0.18% 0.18% 505 0 0.0% Q2 2026 Aug 06, 2026
Baker Avenue Asset Management, LP History No change 1,560 665 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 28, 2026
Rehmann Capital Advisory Group History No change 1,553 662 0.03% 0.03% 507 0 0.0% Q2 2026 Aug 20, 2026
HM PAYSON & CO History No change 1,550 660 0.01% 0.01% 508 0 0.0% Q2 2026 Jul 17, 2026
RVW Wealth, LLC History No change 1,522 656 0.04% 0.04% 509 0 0.0% Q3 2026 Oct 06, 2026
USA FINANCIAL FORMULAS History No change 1,536 654 0.12% 0.12% 510 0 0.0% Q2 2026 Aug 04, 2026
Mayflower Financial Advisors, LLC History No change 1,521 648 0.06% 0.06% 511 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 1,511 647 0.01% 0.01% 512 0 0.0% Q2 2026 Jul 15, 2026
Keel Point, LLC History No change 1,517 646 0.04% 0.04% 513 0 0.0% Q2 2026 Aug 14, 2026
Vawter Financial, Ltd. History No change 1,515 645 0.24% 0.24% 514 0 0.0% Q2 2026 Jul 24, 2026
Global View Capital Management LLC History No change 1,511 644 0.13% 0.13% 515 0 0.0% Q2 2026 Jul 23, 2026
MITCHELL SINKLER & STARR/PA History No change 1,500 639 0.27% 0.27% 516 0 0.0% Q2 2026 Jul 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,497 638 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 14, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 1,487 634 0.03% 0.03% 518 0 0.0% Q2 2026 Jul 24, 2026
Collaborative Wealth Managment Inc. History No change 1,482 631 0.26% 0.26% 519 0 0.0% Q2 2026 Aug 05, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,468 626 0.01% 0.01% 520 0 0.0% Q2 2026 Sep 23, 2026
Mason & Associates, LLC History No change 1,462 623 0.13% 0.13% 521 0 0.0% Q2 2026 Jul 14, 2026
Frank, Rimerman Advisors LLC History No change 1,463 623 0.04% 0.04% 522 0 0.0% Q2 2026 Jul 27, 2026
CWA Asset Management Group, LLC History No change 1,449 617 0.02% 0.02% 523 0 0.0% Q2 2026 Jul 14, 2026
REICON WEALTH ADVISORS, LLC History No change 1,435 611 0.38% 0.38% 524 0 0.0% Q2 2026 Jul 29, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,433 611 0.04% 0.04% 525 0 0.0% Q2 2026 Aug 13, 2026
Curry Webb Wealth Management LLC History No change 1,435 611 0.25% 0.25% 526 0 0.0% Q2 2026 Aug 13, 2026
May Hill Capital, LLC History No change 1,407 600 0.13% 0.13% 527 0 0.0% Q2 2026 Aug 07, 2026
Spire Wealth Management History No change 1,402 597 0.02% 0.02% 528 0 0.0% Q2 2026 Jul 15, 2026
Haverford Trust Co History No change 1,400 596 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 1,397 596 0.02% 0.02% 530 0 0.0% Q2 2026 Jul 28, 2026
McLean Asset Management Corp History No change 1,396 593 0.08% 0.08% 531 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER & CO INC History No change 1,390 592 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 03, 2026
Blue Chip Partners, LLC History No change 1,390 592 0.04% 0.04% 533 0 0.0% Q2 2026 Aug 14, 2026
CAMDEN NATIONAL BANK History No change 1,390 592 0.08% 0.08% 534 0 0.0% Q2 2026 Jul 31, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 1,388 591 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 12, 2026
Phillip James Consulting Co. History No change 1,361 580 0.39% 0.39% 536 0 0.0% Q2 2026 Jul 28, 2026
BENJAMIN EDWARDS INC History No change 1,352 576 0.01% 0.01% 537 0 0.0% Q2 2026 Jul 24, 2026
Daybright Advisory Services, Inc. History No change 1,341 569 0.14% 0.14% 538 0 0.0% Q2 2026 Aug 04, 2026
Meridian Wealth Management, LLC History No change 1,322 563 0.02% 0.02% 539 0 0.0% Q2 2026 Aug 05, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 1,317 561 0.09% 0.09% 540 0 0.0% Q2 2026 Jul 29, 2026
Detalus Advisors, LLC History No change 1,276 544 0.11% 0.11% 541 0 0.0% Q2 2026 Jul 27, 2026
Ackerman Asset Management, LLC History No change 1,263 538 0.32% 0.32% 542 0 0.0% Q2 2026 Aug 10, 2026
William Mack & Associates, Inc. History No change 1,258 536 0.19% 0.19% 543 0 0.0% Q2 2026 Jul 10, 2026
DV Trading LLC History No change 1,255 535 0.02% 0.02% 544 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 1,250 533 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 12, 2026
CM WEALTH ADVISORS LLC History No change 1,252 533 0.1% 0.1% 546 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial Strategies, Inc. History No change 1,221 520 0.04% 0.04% 547 0 0.0% Q2 2026 Jul 24, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 1,203 519 0.01% 0.01% 548 0 0.0% Q3 2026 Oct 05, 2026
Crewe Advisors LLC History No change 1,213 517 0.04% 0.04% 549 0 0.0% Q2 2026 Jul 23, 2026
Auour Investments LLC History No change 1,208 515 0.15% 0.15% 550 0 0.0% Q2 2026 Jul 21, 2026
Madrid Wealth Management, LLC History No change 1,205 513 0.34% 0.34% 551 0 0.0% Q2 2026 Jul 31, 2026
Mesirow Financial Investment Management, Inc. History No change 1,199 511 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 22, 2026
Greenhouse Wealth Management, LLC History No change 1,204 509 0.36% 0.36% 553 0 0.0% Q2 2026 Aug 06, 2026
Plancorp, LLC History No change 1,187 506 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 14, 2026
MONECO ADVISORS, LLC History No change 1,183 504 0.03% 0.03% 555 0 0.0% Q2 2026 Aug 11, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,183 504 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 31, 2026
Fluent Financial, LLC History No change 1,160 494 0.18% 0.18% 557 0 0.0% Q2 2026 Jul 09, 2026
Versant Capital Management, Inc History Added to 1,142 493 0.04% 0.04% 559 +2 0.18% Q3 2026 Oct 01, 2026
Shakespeare Wealth Management, LLC History No change 1,158 493 0.13% 0.13% 558 0 0.0% Q2 2026 Jul 20, 2026
Williams Jones Wealth Management, LLC. History No change 1,150 490 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 05, 2026
1900 WEALTH MANAGEMENT LLC History No change 1,151 490 0.03% 0.03% 561 0 0.0% Q2 2026 Aug 04, 2026
Oxbow Advisors, LLC History No change 1,145 488 0.04% 0.04% 562 0 0.0% Q2 2026 Aug 07, 2026
VERUS CAPITAL PARTNERS, LLC History No change 1,139 485 0.03% 0.03% 563 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,138 485 0.02% 0.02% 564 0 0.0% Q2 2026 Jul 28, 2026
Veracity Capital LLC History Added to 1,120 483 0.13% 0.1% 566 +229 25.7% Q3 2026 Oct 08, 2026
Global Retirement Partners, LLC History No change 1,133 483 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 06, 2026
NorthRock Partners, LLC History No change 1,120 477 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 11, 2026
WJ Financial Advisors LLC History No change 1,118 476 0.35% 0.35% 568 0 0.0% Q2 2026 Aug 13, 2026
Revolve Wealth Partners, LLC History No change 1,115 475 0.05% 0.05% 569 0 0.0% Q2 2026 Jul 09, 2026
MATHER GROUP, LLC. History No change 1,104 470 0.0% 0.0% 570 0 0.0% Q2 2026 Jul 27, 2026
James J. Burns & Company, LLC History No change 1,100 469 0.05% 0.05% 571 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 1,098 468 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 12, 2026
Magnolia Private Wealth, LLC History No change 1,096 467 0.26% 0.26% 573 0 0.0% Q2 2026 Aug 05, 2026
Lauterbach Financial Advisors, LLC History No change 1,089 464 0.2% 0.2% 574 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Union Bankshares Corp History No change 1,084 462 0.01% 0.01% 575 0 0.0% Q2 2026 Aug 11, 2026
Pine Ridge Advisers LLC History No change 1,083 461 0.03% 0.03% 576 0 0.0% Q2 2026 Aug 14, 2026
Consolidated Portfolio Review Corp History No change 1,083 461 0.04% 0.04% 577 0 0.0% Q2 2026 Jul 23, 2026
Outlook Wealth Advisors, LLC History No change 1,068 455 0.1% 0.1% 578 0 0.0% Q2 2026 Aug 03, 2026
J.Safra Asset Management Corp History No change 1,056 450 0.02% 0.02% 579 0 0.0% Q2 2026 Aug 06, 2026
DAVIDSON INVESTMENT ADVISORS History No change 1,050 447 0.02% 0.02% 580 0 0.0% Q2 2026 Jul 21, 2026
IFP Advisors, Inc History No change 1,048 446 0.01% 0.01% 581 0 0.0% Q2 2026 Jul 20, 2026
Robertson Stephens Wealth Management, LLC History No change 1,042 444 0.01% 0.01% 582 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 1,031 439 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 03, 2026
Avantax Planning Partners, Inc. History No change 1,028 438 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 28, 2026
ARS Wealth Advisors Group, LLC History No change 1,025 437 0.03% 0.03% 585 0 0.0% Q2 2026 Jul 16, 2026
FIRST AMERICAN TRUST, FSB History No change 1,018 434 0.03% 0.03% 586 0 0.0% Q2 2026 Aug 10, 2026
Rockwood Wealth Management, LLC History No change 1,017 433 0.03% 0.03% 587 0 0.0% Q2 2026 Jul 13, 2026
Capital Advisors Wealth Management, LLC History No change 1,000 431 0.05% 0.05% 588 0 0.0% Q3 2026 Oct 09, 2026
WLTH Capital Management, LLC History No change 1,013 431 0.28% 0.28% 589 0 0.0% Q2 2026 Jul 09, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 1,009 430 0.11% 0.11% 590 0 0.0% Q2 2026 Jul 20, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 993 428 0.05% 0.05% 591 -10 -1.0% Q3 2026 Oct 08, 2026
Biltmore Family Office, LLC History No change 1,005 428 0.06% 0.06% 592 0 0.0% Q2 2026 Aug 12, 2026
Manchester Capital Management LLC History No change 1,000 426 0.06% 0.06% 593 0 0.0% Q2 2026 Aug 13, 2026
Wealth Management Associates, Inc. History No change 1,000 426 0.12% 0.12% 594 0 0.0% Q2 2026 Jul 21, 2026
Trexquant Investment LP History No change 995 424 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 14, 2026
JACOBS & CO/CA History No change 982 423 0.04% 0.04% 596 0 0.0% Q3 2026 Oct 09, 2026
Legacy Capital Group California, Inc. History No change 987 420 0.13% 0.13% 597 0 0.0% Q2 2026 Jul 29, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 982 418 0.02% 0.02% 598 0 0.0% Q2 2026 Aug 03, 2026
N.E.W. Advisory Services LLC History No change 982 418 0.03% 0.03% 599 0 0.0% Q2 2026 Aug 06, 2026
DT Investment Partners, LLC History No change 975 415 0.03% 0.03% 600 0 0.0% Q2 2026 Jul 27, 2026
Members Trust Co History No change 975 415 0.01% 0.01% 601 0 0.0% Q2 2026 Jul 31, 2026
REGIONS FINANCIAL CORP History No change 957 408 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 10, 2026
Portfolio Strategies, Inc. History No change 955 407 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 10, 2026
Altiora Financial Group, LLC History No change 953 406 0.06% 0.06% 604 0 0.0% Q2 2026 Aug 07, 2026
Eldridge Investment Advisors, Inc. History No change 944 402 0.08% 0.08% 605 0 0.0% Q2 2026 Aug 10, 2026
Maridea Wealth Management LLC History No change 940 400 0.04% 0.04% 606 0 0.0% Q2 2026 Aug 06, 2026
Blom & Howell Financial Planning, Inc. History No change 938 399 0.33% 0.33% 607 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Capital, Inc. History No change 934 398 0.04% 0.04% 608 0 0.0% Q2 2026 Aug 03, 2026
HBK Sorce Advisory LLC History No change 897 392 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 06, 2026
KPP Advisory Services LLC History No change 921 392 0.05% 0.05% 610 0 0.0% Q2 2026 Jul 24, 2026
COOKSON PEIRCE & CO INC History No change 917 391 0.01% 0.01% 611 0 0.0% Q2 2026 Jul 23, 2026
Thomasville National Bank History No change 919 391 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 20, 2026
Perennial Investment Advisors, LLC History No change 918 391 0.03% 0.03% 613 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 908 387 0.02% 0.02% 614 0 0.0% Q2 2026 Jul 23, 2026
Kesler, Norman & Wride, LLC History No change 900 383 0.06% 0.06% 615 0 0.0% Q2 2026 Jul 23, 2026
AdvisorNet Financial, Inc History No change 886 377 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 23, 2026
Accurate Wealth Management, LLC History No change 876 376 0.04% 0.04% 617 0 0.0% Q2 2026 Jul 14, 2026
HighPoint Advisor Group LLC History No change 878 374 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 05, 2026
Navigation Group, LLC History No change 876 373 0.07% 0.07% 619 0 0.0% Q2 2026 Jul 29, 2026
Broussard Financial Group LLC History No change 873 372 0.3% 0.3% 620 0 0.0% Q2 2026 Jul 27, 2026
Meridian Wealth Partners, LLC History No change 863 368 0.04% 0.04% 621 0 0.0% Q2 2026 Aug 12, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 864 368 0.05% 0.05% 622 0 0.0% Q2 2026 Jul 24, 2026
Linden Thomas Advisory Services, LLC History No change 861 367 0.03% 0.03% 623 0 0.0% Q2 2026 Jul 16, 2026
Capital Squared Financial LLC History No change 859 366 0.24% 0.24% 624 0 0.0% Q2 2026 Jul 21, 2026
Vestmark Advisory Solutions, Inc. History No change 855 364 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
Reynders McVeigh Capital Management, LLC History No change 851 363 0.02% 0.02% 626 0 0.0% Q2 2026 Sep 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 845 360 0.01% 0.01% 627 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisors, LLC History No change 831 354 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 06, 2026
United Advisor Group, LLC History No change 831 354 0.04% 0.04% 629 0 0.0% Q2 2026 Jul 29, 2026
Alternative Investment Advisors, LLC. History No change 832 354 0.13% 0.13% 630 0 0.0% Q2 2026 Aug 31, 2026
ASSETMARK, INC History No change 824 351 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 30, 2026
VestGen Advisors, LLC History No change 819 349 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 820 349 0.05% 0.05% 633 0 0.0% Q2 2026 Aug 11, 2026
Tepp RIA, LLC History No change 816 347 0.24% 0.24% 634 0 0.0% Q2 2026 Jul 28, 2026
Arkadios Wealth Advisors History No change 807 344 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 10, 2026
Galvin, Gaustad & Stein, LLC History Added to 793 342 0.03% 0.02% 637 +1 0.13% Q3 2026 Oct 08, 2026
Francis Financial, Inc. History No change 803 342 0.06% 0.06% 636 0 0.0% Q2 2026 Aug 10, 2026
J. Derek Lewis & Associates Inc. History No change 804 342 0.06% 0.06% 638 0 0.0% Q2 2026 Jul 31, 2026
Alpine Bank Wealth Management History No change 800 341 0.04% 0.04% 639 0 0.0% Q2 2026 Aug 07, 2026
Western Wealth Management, LLC History No change 794 338 0.01% 0.01% 640 0 0.0% Q2 2026 Aug 14, 2026
Willis Johnson & Associates, Inc. History No change 795 338 0.02% 0.02% 641 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 788 336 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 17, 2026
BostonPremier Wealth LLC History No change 784 334 0.14% 0.14% 643 0 0.0% Q2 2026 Jul 24, 2026
Frisch Financial Group, Inc. History No change 783 333 0.06% 0.06% 644 0 0.0% Q2 2026 Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 783 333 0.06% 0.06% 645 0 0.0% Q2 2026 Aug 06, 2026
Prosperity Financial Group, Inc. History No change 782 333 0.1% 0.1% 646 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 776 331 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 777 331 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 777 331 0.01% 0.01% 649 0 0.0% Q2 2026 Jul 08, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 765 330 0.02% 0.02% 650 +24 3.24% Q3 2026 Oct 08, 2026
Summit Financial, LLC History No change 772 329 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 12, 2026
Core Wealth Management, Inc. History No change 769 327 0.09% 0.09% 652 0 0.0% Q2 2026 Jul 29, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 764 326 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 774 326 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 774 326 0.01% 0.01% 655 0 0.0% Q2 2026 Jul 29, 2026
Kera Capital Partners, Inc. History No change 764 325 0.03% 0.03% 656 0 0.0% Q2 2026 Aug 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 761 324 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Counsel, LLC History No change 761 324 0.04% 0.04% 658 0 0.0% Q2 2026 Jul 15, 2026
RMR Wealth Builders History No change 757 322 0.02% 0.02% 659 0 0.0% Q2 2026 Jul 24, 2026
PFG Advisors History No change 754 321 0.02% 0.02% 660 0 0.0% Q2 2026 Jul 16, 2026
Legacy Financial Advisors, Inc. History No change 754 321 0.04% 0.04% 661 0 0.0% Q2 2026 Aug 05, 2026
BURLING WEALTH PARTNERS, LLC History No change 750 319 0.05% 0.05% 662 0 0.0% Q2 2026 Aug 04, 2026
M3 Advisory Group, LLC History No change 745 317 0.16% 0.16% 663 0 0.0% Q2 2026 Jul 24, 2026
Anchor Investment Management, LLC History No change 742 316 0.02% 0.02% 664 0 0.0% Q2 2026 Sep 15, 2026
SAPIENT CAPITAL LLC History No change 734 316 0.0% 0.0% 665 0 0.0% Q3 2026 Oct 08, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 740 315 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 04, 2026
Investmark Advisory Group LLC History No change 729 310 0.12% 0.12% 667 0 0.0% Q2 2026 Aug 07, 2026
Empower Advisory Group, LLC History No change 727 309 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 12, 2026
Cannon Financial Strategists, Inc. History No change 723 308 0.04% 0.04% 669 0 0.0% Q2 2026 Aug 07, 2026
Summit Place Financial Advisors, LLC History No change 720 307 0.13% 0.13% 670 0 0.0% Q2 2026 Jul 29, 2026
Evanson Financial, LLC History No change 716 305 0.01% 0.01% 671 0 0.0% Q2 2026 Jul 07, 2026
Gateway Wealth Partners, LLC History No change 713 304 0.02% 0.02% 672 0 0.0% Q2 2026 Aug 04, 2026
Shepherd Street Advisors LLC History No change 708 304 0.27% 0.27% 673 0 0.0% Q2 2026 Jul 24, 2026
Bluespring Wealth Management, LLC History No change 710 302 0.01% 0.01% 674 0 0.0% Q2 2026 Aug 11, 2026
Tribridge Partners Financial LLC History No change 715 301 0.12% 0.12% 675 0 0.0% Q2 2026 Aug 04, 2026
Briggs Wealth Management, Inc History No change 706 301 0.27% 0.27% 676 0 0.0% Q2 2026 Aug 06, 2026
Legacy Advisors, LLC History No change 704 300 0.03% 0.03% 677 0 0.0% Q2 2026 Jul 24, 2026
Petersen Hastings Wealth Advisors Inc. History No change 704 300 0.03% 0.03% 678 0 0.0% Q2 2026 Jul 17, 2026
Pacific Center for Financial Services History No change 699 298 0.07% 0.07% 679 0 0.0% Q2 2026 Aug 05, 2026
Bawa N Mallick Trust History No change 700 298 0.1% 0.1% 680 0 0.0% Q2 2026 Aug 14, 2026
EARNED WEALTH ADVISORS, LLC History No change 698 297 0.02% 0.02% 681 0 0.0% Q2 2026 Aug 14, 2026
RIA Advisory Group LLC History No change 697 297 0.06% 0.06% 682 0 0.0% Q2 2026 Jul 23, 2026
TritonPoint Partners, LLC History No change 694 295 0.02% 0.02% 683 0 0.0% Q2 2026 Aug 13, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 691 294 0.2% 0.2% 684 0 0.0% Q2 2026 Aug 11, 2026
Van Hulzen Asset Management, LLC History No change 685 292 0.02% 0.02% 685 0 0.0% Q2 2026 Aug 13, 2026
Winthrop Partners - WNY, LLC History No change 685 292 0.14% 0.14% 686 0 0.0% Q2 2026 Jul 15, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 686 292 0.02% 0.02% 687 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 683 290 0.02% 0.02% 688 0 0.0% Q2 2026 Aug 07, 2026
Canopy Partners, LLC History No change 682 290 0.09% 0.09% 689 0 0.0% Q2 2026 Jul 22, 2026
Benchmark Financial, LLC History No change 680 289 0.24% 0.24% 690 0 0.0% Q2 2026 Jul 21, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 675 287 0.0% 0.0% 691 0 0.0% Q2 2026 Jul 30, 2026
Florida Trust Wealth Management Co History No change 675 287 0.01% 0.01% 692 0 0.0% Q2 2026 Jul 27, 2026
TUDOR INVESTMENT CORP ET AL History No change 673 286 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 672 286 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 06, 2026
Marquette Asset Management, LLC History No change 661 285 0.04% 0.04% 695 0 0.0% Q3 2026 Oct 09, 2026
Ridgewood Investments LLC History No change 658 284 0.1% 0.1% 696 0 0.0% Q3 2026 Oct 05, 2026
Grant Street Asset Management, Inc. History No change 668 284 0.05% 0.05% 697 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD ADVISERS INC History No change 662 282 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 13, 2026
QTR Family Wealth, LLC History No change 658 280 0.1% 0.1% 699 0 0.0% Q2 2026 Jul 27, 2026
Schorn Wealth LLC History No change 654 278 0.07% 0.07% 700 0 0.0% Q2 2026 Jul 31, 2026
CFG Wealth Management Services, Inc. History No change 813 278 0.26% 0.26% 701 0 0.0% Q2 2026 Jul 15, 2026
Naviter Wealth, LLC History No change 650 277 0.03% 0.03% 702 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History No change 650 275 0.01% 0.01% 703 0 0.0% Q2 2026 Jul 14, 2026
Private Wealth Management Group, LLC History No change 645 275 0.06% 0.06% 704 0 0.0% Q2 2026 Jul 27, 2026
Dana Investment Advisors, Inc. History No change 634 270 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 13, 2026
Empire Financial Management Company, LLC History No change 634 270 0.11% 0.11% 706 0 0.0% Q2 2026 Aug 14, 2026
SwitchPoint Financial Planning, LLC History No change 634 270 0.16% 0.16% 707 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 633 269 0.01% 0.01% 708 0 0.0% Q2 2026 Jul 30, 2026
Birch Hill Investment Advisors LLC History No change 630 268 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 21, 2026
Qube Research & Technologies Ltd History No change 627 267 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 14, 2026
Penobscot Investment Management Company, Inc. History No change 626 266 0.02% 0.02% 711 0 0.0% Q2 2026 Jul 24, 2026
Main Street Financial Solutions, LLC History No change 617 263 0.02% 0.02% 712 0 0.0% Q2 2026 Aug 07, 2026
LJI Wealth Management, LLC History No change 615 262 0.04% 0.04% 713 0 0.0% Q2 2026 Jul 31, 2026
Granite FO LLC History No change 612 260 0.14% 0.14% 714 0 0.0% Q2 2026 Jul 15, 2026
Partners in Financial Planning History No change 611 260 0.04% 0.04% 715 0 0.0% Q2 2026 Aug 10, 2026
BSW Wealth Partners History No change 609 259 0.03% 0.03% 716 0 0.0% Q2 2026 Jul 15, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 668 258 0.04% 0.04% 717 0 0.0% Q2 2026 Aug 11, 2026
ICONIQ Capital, LLC History No change 603 257 0.01% 0.01% 718 0 0.0% Q2 2026 Aug 13, 2026
CCG WEALTH MANAGEMENT, LLC History No change 602 256 0.06% 0.06% 719 0 0.0% Q2 2026 Aug 07, 2026
CRA Financial Services, LLC History No change 600 255 0.03% 0.03% 720 0 0.0% Q2 2026 Jul 24, 2026
Stone Wealth Partners History No change 596 254 0.19% 0.19% 721 0 0.0% Q2 2026 Jul 16, 2026
Napier Financial, LLC History No change 596 254 0.05% 0.05% 722 0 0.0% Q2 2026 Jul 31, 2026
ROTHSCHILD INVESTMENT LLC History No change 593 252 0.01% 0.01% 723 0 0.0% Q2 2026 Aug 06, 2026
Parkside Investments, LLC History No change 589 251 0.03% 0.03% 724 0 0.0% Q2 2026 Jul 13, 2026
Wayfinding Financial, LLC History No change 584 249 0.09% 0.09% 725 0 0.0% Q2 2026 Aug 13, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 582 248 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 568 242 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 14, 2026
BURNEY CO/ History No change 566 241 0.01% 0.01% 728 0 0.0% Q2 2026 Jul 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 566 241 0.03% 0.03% 729 0 0.0% Q2 2026 Jul 28, 2026
ALBION FINANCIAL GROUP /UT History No change 558 237 0.01% 0.01% 730 0 0.0% Q2 2026 Jul 22, 2026
Kohmann Bosshard Financial Services, LLC History No change 555 236 0.02% 0.02% 731 0 0.0% Q2 2026 Jul 14, 2026
Kearns & Associates LLC History No change 549 236 0.11% 0.11% 732 0 0.0% Q3 2026 Oct 09, 2026
Allegheny Financial Group History No change 551 235 0.02% 0.02% 733 0 0.0% Q2 2026 Jul 22, 2026
MCF Advisors LLC History No change 550 234 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 12, 2026
BetterWealth, LLC History No change 551 234 0.04% 0.04% 735 0 0.0% Q2 2026 Jul 21, 2026
Optivise Advisory Services LLC History No change 549 234 0.12% 0.12% 736 0 0.0% Q2 2026 Jul 13, 2026
Apollon Wealth Management, LLC History No change 545 232 0.0% 0.0% 737 0 0.0% Q2 2026 Jul 22, 2026
CAPE ANN SAVINGS BANK History No change 540 230 0.11% 0.11% 738 0 0.0% Q2 2026 Aug 04, 2026
Tempo Wealth, LLC History No change 539 229 0.03% 0.03% 739 0 0.0% Q2 2026 Jul 27, 2026
Godfrey Financial Associates, Inc. History No change 531 226 0.17% 0.17% 740 0 0.0% Q2 2026 Aug 11, 2026
Innovative Asset Advisors Group, LLC History No change 530 225 0.1% 0.1% 741 0 0.0% Q2 2026 Aug 05, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 525 223 0.01% 0.01% 742 0 0.0% Q2 2026 Jul 24, 2026
Peak Retirement Planning, Inc. History No change 525 223 0.04% 0.04% 743 0 0.0% Q2 2026 Aug 10, 2026
UPTICK PARTNERS, LLC History No change 520 221 0.03% 0.03% 744 0 0.0% Q2 2026 Aug 10, 2026
Marks Group Wealth Management, Inc History No change 517 220 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 27, 2026
Innova Wealth Partners History No change 517 220 0.09% 0.09% 746 0 0.0% Q2 2026 Jul 15, 2026
GSG Advisors LLC History No change 517 220 0.05% 0.05% 747 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 518 220 0.05% 0.05% 748 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History No change 514 219 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 10, 2026
Riverstone Advisors, LLC History No change 514 219 0.09% 0.09% 750 0 0.0% Q2 2026 Aug 06, 2026
Avior Wealth Management, LLC History No change 511 217 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 07, 2026
EverSource Wealth Advisors, LLC History No change 510 217 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 24, 2026
Passive Capital Management, LLC. History No change 561 217 0.07% 0.07% 753 0 0.0% Q2 2026 Aug 10, 2026
Friedenthal Financial History No change 508 216 0.1% 0.1% 754 0 0.0% Q2 2026 Jul 13, 2026
Financial Enhancement Group LLC History No change 493 216 0.02% 0.03% 755 0 0.0% Q3 2026 Oct 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 505 215 0.01% 0.01% 756 0 0.0% Q2 2026 Jul 28, 2026
Grove Bank & Trust History No change 500 215 0.02% 0.02% 757 0 0.0% Q3 2026 Oct 08, 2026
Cornerstone Wealth Management, LLC History No change 503 214 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 22, 2026
Campion Asset Management History No change 501 213 0.13% 0.13% 759 0 0.0% Q2 2026 Jul 28, 2026
Bensler, LLC History No change 500 213 0.02% 0.02% 760 0 0.0% Q2 2026 Jul 23, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 499 212 0.02% 0.02% 761 0 0.0% Q2 2026 Aug 10, 2026
Legacy Edge Advisors, LLC History No change 499 212 0.02% 0.02% 762 0 0.0% Q2 2026 Aug 11, 2026
Harfst & Associates, Inc. History No change 496 211 0.03% 0.03% 763 0 0.0% Q2 2026 Jul 31, 2026
Omega Financial Group, LLC History No change 495 211 0.06% 0.06% 764 0 0.0% Q2 2026 Jul 21, 2026
GWN SECURITIES INC. History No change 491 209 0.03% 0.03% 765 0 0.0% Q2 2026 Aug 05, 2026
Freestone Capital Holdings, LLC History No change 492 209 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 31, 2026
Shepherd Financial Partners LLC History No change 491 209 0.02% 0.02% 767 0 0.0% Q2 2026 Aug 10, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 492 209 0.08% 0.08% 768 0 0.0% Q2 2026 Aug 13, 2026
Auxano Advisors, LLC History No change 490 208 0.04% 0.04% 769 0 0.0% Q2 2026 Aug 07, 2026
Tradition Wealth Management, LLC History No change 489 208 0.01% 0.01% 770 0 0.0% Q2 2026 Aug 11, 2026
Aletheian Wealth Advisors LLC History No change 484 208 0.08% 0.09% 771 0 0.0% Q3 2026 Oct 08, 2026
Estate Planners Group, LLC History No change 488 208 0.09% 0.09% 772 0 0.0% Q2 2026 Aug 13, 2026
Principle Wealth Partners LLC History No change 486 207 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 07, 2026
Austin Wealth Management, LLC History No change 490 207 0.04% 0.04% 774 0 0.0% Q2 2026 Jul 22, 2026
VSM Wealth Advisory, LLC History No change 487 207 0.05% 0.05% 775 0 0.0% Q2 2026 Jul 22, 2026
WHALEROCK POINT PARTNERS, LLC History No change 485 206 0.04% 0.04% 776 0 0.0% Q2 2026 Aug 13, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 485 206 0.02% 0.02% 777 0 0.0% Q2 2026 Jul 29, 2026
POWER WEALTH MANAGEMENT LLC History No change 485 206 0.07% 0.07% 778 0 0.0% Q2 2026 Aug 03, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 482 205 0.01% 0.01% 779 0 0.0% Q2 2026 Jul 20, 2026
MILLENNIUM MANAGEMENT LLC History No change 482 205 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 14, 2026
Flagship Private Wealth, LLC History No change 479 204 0.07% 0.07% 781 0 0.0% Q2 2026 Aug 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 477 203 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 474 202 0.01% 0.01% 783 0 0.0% Q2 2026 Jul 31, 2026
CFO4Life Group, LLC History No change 474 202 0.03% 0.03% 784 0 0.0% Q2 2026 Aug 12, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 474 202 0.12% 0.12% 785 0 0.0% Q2 2026 Jul 21, 2026
Morton Capital Management LLC/CA History No change 474 202 0.03% 0.03% 786 0 0.0% Q2 2026 Jul 23, 2026
GLOBALT Investments LLC / GA History No change 474 202 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 10, 2026
FF Advisors,LLC History No change 476 202 0.08% 0.08% 788 0 0.0% Q2 2026 Jul 29, 2026
DAVENPORT & Co LLC History No change 473 201 0.0% 0.0% 789 0 0.0% Q2 2026 Jul 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 473 201 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 03, 2026
Wealth Advisors Northwest LLC History No change 473 201 0.07% 0.07% 791 0 0.0% Q2 2026 Jul 14, 2026
Newton One Investments LLC History No change 469 200 0.05% 0.05% 792 0 0.0% Q2 2026 Jul 22, 2026
Align Financial, LLC History No change 465 198 0.1% 0.1% 793 0 0.0% Q2 2026 Jul 27, 2026
PITTENGER & ANDERSON INC History No change 428 182 0.01% 0.01% 794 0 0.0% Q2 2026 Jul 27, 2026
Key FInancial Inc History No change 425 181 0.03% 0.03% 795 0 0.0% Q2 2026 Jul 24, 2026
Parkside Financial Bank & Trust History No change 423 180 0.01% 0.01% 796 0 0.0% Q2 2026 Sep 04, 2026
Prestige Wealth Management Group LLC History No change 407 173 0.03% 0.03% 797 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 400 171 0.02% 0.02% 798 0 0.0% Q2 2026 Jul 23, 2026
Trust Co History Added to 392 169 0.01% 0.01% 799 +103 35.64% Q3 2026 Oct 09, 2026
Pinnacle Wealth Planning Services, Inc. History No change 395 168 0.02% 0.02% 800 0 0.0% Q2 2026 Aug 07, 2026
Realta Investment Advisors History No change 395 168 0.05% 0.05% 801 0 0.0% Q2 2026 Jul 20, 2026
Financial Gravity Companies, Inc. History No change 390 166 0.03% 0.03% 802 0 0.0% Q2 2026 Aug 05, 2026
Security National Bank History No change 379 161 0.02% 0.02% 803 0 0.0% Q2 2026 Jul 15, 2026
TFC Financial Management, Inc. History No change 375 159 0.02% 0.02% 804 0 0.0% Q2 2026 Jul 23, 2026
Acumen Wealth Advisors, LLC History No change 372 158 0.03% 0.03% 805 0 0.0% Q2 2026 Aug 03, 2026
Kilter Group LLC History No change 370 157 0.06% 0.06% 806 0 0.0% Q2 2026 Aug 11, 2026
Plante Moran Financial Advisors, LLC History No change 368 156 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 358 152 0.01% 0.01% 808 0 0.0% Q2 2026 Jul 22, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 355 151 0.02% 0.02% 809 0 0.0% Q2 2026 Jul 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 343 146 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 328 140 0.0% 0.0% 811 0 0.0% Q2 2026 Jul 21, 2026
Addison Advisors LLC History No change 326 139 0.07% 0.07% 812 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 323 137 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 04, 2026
Front Row Advisors LLC History No change 300 131 0.04% 0.04% 814 0 0.0% Q2 2026 Aug 13, 2026
Abound Wealth Management History No change 305 130 0.03% 0.03% 815 0 0.0% Q2 2026 Jul 10, 2026
MassMutual Private Wealth & Trust, FSB History No change 300 129 0.0% 0.0% 816 0 0.0% Q3 2026 Oct 05, 2026
NWK Group, Inc. History No change 293 124 0.04% 0.04% 817 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 292 124 0.01% 0.01% 818 0 0.0% Q2 2026 Aug 11, 2026
one8zero8, LLC History No change 290 123 0.02% 0.02% 819 0 0.0% Q2 2026 Aug 10, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 285 121 0.02% 0.02% 820 0 0.0% Q2 2026 Jul 23, 2026
Cranbrook Wealth Management, LLC History No change 275 117 0.02% 0.02% 821 0 0.0% Q2 2026 Aug 06, 2026
Concord Wealth Partners History No change 263 112 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 27, 2026
HOWE & RUSLING INC History No change 252 107 0.01% 0.01% 823 0 0.0% Q2 2026 Aug 10, 2026
Founders Financial Alliance, LLC History No change 248 105 0.01% 0.01% 824 0 0.0% Q2 2026 Aug 04, 2026
Cape Investment Advisory, Inc. History No change 248 105 0.03% 0.03% 825 0 0.0% Q2 2026 Jul 23, 2026
Cassaday & Co Wealth Management LLC History No change 246 104 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 10, 2026
DUNCKER STREETT & CO INC History No change 240 102 0.02% 0.02% 827 0 0.0% Q2 2026 Jul 28, 2026
JNBA Financial Advisors History No change 240 102 0.01% 0.01% 828 0 0.0% Q2 2026 Jul 23, 2026
Gould Capital, LLC History No change 238 101 0.06% 0.06% 829 0 0.0% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History No change 236 100 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 06, 2026
Tower View Wealth Management LLC History No change 236 100 0.04% 0.04% 831 0 0.0% Q2 2026 Jul 24, 2026
Parallel Advisors, LLC History No change 224 95 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 211 89 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 13, 2026
Centennial Bank/AR/ History No change 207 88 0.03% 0.03% 834 0 0.0% Q2 2026 Aug 10, 2026
Millstone Evans Group, LLC History No change 208 88 0.05% 0.05% 835 0 0.0% Q2 2026 Aug 11, 2026
ST GERMAIN D J CO INC History No change 205 87 0.0% 0.0% 836 0 0.0% Q2 2026 Jul 21, 2026
WealthShield Partners, LLC History No change 202 86 0.01% 0.01% 837 0 0.0% Q2 2026 Aug 12, 2026
Pflug Koory, LLC History No change 199 84 0.03% 0.03% 838 0 0.0% Q2 2026 Jul 21, 2026
Stone House Investment Management, LLC History No change 192 81 0.01% 0.01% 839 0 0.0% Q2 2026 Aug 05, 2026
Legacies Wealth LLC History No change 175 74 0.04% 0.04% 840 0 0.0% Q2 2026 Jul 22, 2026
SIMPLEX TRADING, LLC History No change 173 73 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 12, 2026
Silicon Valley Capital Partners History No change 168 71 0.01% 0.01% 842 0 0.0% Q2 2026 Sep 21, 2026
Lodestone Wealth Management LLC History No change 166 70 0.02% 0.02% 843 0 0.0% Q2 2026 Jul 23, 2026
MidFirst Bank History No change 166 70 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 07, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 163 69 0.01% 0.01% 845 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Advisors LLC History No change 175 67 0.06% 0.06% 846 0 0.0% Q2 2026 Aug 07, 2026
1620 INVESTMENT ADVISORS, INC. History No change 148 63 0.04% 0.04% 847 0 0.0% Q2 2026 Jul 14, 2026
Tidemark, LLC History No change 148 63 0.01% 0.01% 848 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Private Wealth, LLC History No change 141 60 0.04% 0.04% 849 0 0.0% Q2 2026 Aug 11, 2026
Center for Financial Planning, Inc. History No change 139 59 0.01% 0.01% 850 0 0.0% Q2 2026 Jul 21, 2026
BALLAST ADVISORS LLC History No change 131 56 0.01% 0.01% 851 0 0.0% Q2 2026 Aug 12, 2026
TIAA Wealth Investment Management LLC History No change 130 55 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 10, 2026
Advocate Investing Services LLC History No change 126 53 0.04% 0.04% 853 0 0.0% Q2 2026 Jul 28, 2026
SALEM INVESTMENT COUNSELORS INC History No change 120 51 0.0% 0.0% 854 0 0.0% Q2 2026 Jul 14, 2026
Horizons Wealth Management History New 116 50 0.03% — 855 +116 New Q3 2026 Oct 05, 2026
Copia Wealth Management History No change 117 49 0.03% 0.03% 856 0 0.0% Q2 2026 Aug 17, 2026
Aventura Private Wealth, LLC History No change 116 49 0.02% 0.02% 857 0 0.0% Q2 2026 Jul 15, 2026
Glass Jacobson Investment Advisors llc History No change 110 46 0.01% 0.01% 858 0 0.0% Q2 2026 Jul 30, 2026
Hughes Financial Services, LLC History No change 108 46 0.01% 0.01% 859 0 0.0% Q2 2026 Jul 20, 2026
Federation des caisses Desjardins du Quebec History No change 106 45 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 13, 2026
LONDON CO OF VIRGINIA History No change 105 44 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 100 42 0.0% 0.0% 862 0 0.0% Q2 2026 Jul 21, 2026
MONETARY MANAGEMENT GROUP INC History No change 100 42 0.01% 0.01% 863 0 0.0% Q2 2026 Aug 12, 2026
Chung Wu Investment Group, LLC History No change 100 42 0.03% 0.03% 864 0 0.0% Q2 2026 Jul 31, 2026
RMG Wealth Management LLC History No change 95 41 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 13, 2026
Washington Trust Advisors, Inc. History No change 93 39 0.0% 0.0% 866 0 0.0% Q2 2026 Jul 29, 2026
Bangor Savings Bank History No change 85 36 0.0% 0.0% 867 0 0.0% Q3 2026 Oct 06, 2026
Breakwater Investment Management History No change 83 35 0.01% 0.01% 868 0 0.0% Q2 2026 Aug 06, 2026
JDM Financial Group LLC History No change 73 31 0.01% 0.01% 869 0 0.0% Q2 2026 Aug 17, 2026
MOTCO History No change 68 28 0.0% 0.0% 870 0 0.0% Q2 2026 Jul 31, 2026
GAMMA Investing LLC History Reduced 64 27 0.0% 0.0% 871 -64 -50.0% Q3 2026 Oct 08, 2026
SITTNER & NELSON, LLC History No change 63 26 0.01% 0.01% 872 0 0.0% Q2 2026 Aug 07, 2026
Game Plan Financial Advisors, LLC History No change 60 25 0.01% 0.01% 873 0 0.0% Q2 2026 Aug 07, 2026
Coston, McIsaac & Partners History No change 59 25 0.01% 0.01% 874 0 0.0% Q2 2026 Aug 12, 2026
High Point Wealth Management, LLC History No change 57 24 0.02% 0.02% 875 0 0.0% Q2 2026 Jul 20, 2026
CARDIFF PARK ADVISORS, LLC History No change 55 23 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 14, 2026
ELEVATE WEALTH ADVISORY, INC History No change 56 23 0.01% 0.01% 877 0 0.0% Q2 2026 Aug 14, 2026
Walsh & Associates, LLC History No change 55 23 0.02% 0.02% 878 0 0.0% Q2 2026 Jul 21, 2026
Regatta Research & Money Management History No change 55 23 0.02% 0.02% 879 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 51 21 0.0% 0.0% 880 0 0.0% Q2 2026 Jul 27, 2026
CNB Bank History No change 50 21 0.01% 0.01% 881 0 0.0% Q2 2026 Aug 06, 2026
Financial Perspectives, Inc History No change 50 21 0.01% 0.01% 882 0 0.0% Q2 2026 Jul 24, 2026
GROUP ONE TRADING LLC History No change 49 20 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 13, 2026
Operose Advisors LLC History No change 49 20 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 44 18 0.0% 0.0% 885 0 0.0% Q2 2026 Jul 22, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 42 17 0.0% 0.0% 886 0 0.0% Q2 2026 Aug 13, 2026
Imprint Wealth LLC History No change 34 14 0.06% 0.06% 887 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 34 14 0.01% 0.01% 888 0 0.0% Q2 2026 Aug 14, 2026
Creative Capital Management Investments LLC History No change 31 13 0.0% 0.0% 889 0 0.0% Q2 2026 Jul 24, 2026
Frazier Financial Advisors, LLC History No change 31 13 0.01% 0.01% 890 0 0.0% Q2 2026 Aug 10, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 30 12 0.0% 0.0% 891 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 30 12 0.0% 0.0% 892 0 0.0% Q2 2026 Aug 14, 2026
Delos Wealth Advisors, LLC History No change 28 11 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 14, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 27 11 0.0% 0.0% 894 0 0.0% Q2 2026 Jul 22, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 25 10 0.01% 0.01% 895 0 0.0% Q3 2026 Oct 09, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 23 9 0.0% 0.0% 896 0 0.0% Q2 2026 Jul 29, 2026
Financial Life Planners History No change 23 9 0.01% 0.01% 897 0 0.0% Q2 2026 Jul 21, 2026
Vision Retirement, LLC History No change 20 8 0.0% 0.0% 898 0 0.0% Q2 2026 Jul 21, 2026
GW&K Investment Management, LLC History No change 14 6 0.0% 0.0% 899 0 0.0% Q2 2026 Aug 12, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 14 5 0.0% 0.0% 900 0 0.0% Q2 2026 Jul 28, 2026
Continuum Advisory, LLC History No change 12 5 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 06, 2026
Armor Investment Advisors, LLC History No change 11 4 0.0% 0.0% 902 0 0.0% Q2 2026 Aug 04, 2026
WOLFF WIESE MAGANA LLC History No change 10 4 0.0% 0.0% 903 0 0.0% Q2 2026 Jul 13, 2026
Murphy & Mullick Capital Management Corp History No change 10 4 0.0% 0.0% 904 0 0.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 10 4 0.0% 0.0% 905 0 0.0% Q3 2026 Oct 07, 2026
Kingdom Financial Group LLC. History No change 8 3 0.0% 0.0% 906 0 0.0% Q2 2026 Aug 07, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 5 2 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 07, 2026
BFSG, LLC History No change 5 2 0.0% 0.0% 908 0 0.0% Q2 2026 Jul 20, 2026
Strategic Advocates LLC History No change 5 2 0.01% 0.01% 909 0 0.0% Q2 2026 Aug 13, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 5 2 0.0% 0.0% 910 0 0.0% Q2 2026 Jul 21, 2026
Bullseye Investment Management, LLC History No change 3 1 0.0% 0.0% 911 0 0.0% Q2 2026 Sep 11, 2026
Pathway Financial Advisors LLC History Closed out 0 0 — 0.08% — -1,600 -100.0% Q3 2026 Oct 07, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -56 -100.0% Q3 2026 Oct 08, 2026
NFSG Corp History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026