iSHARES TRUST - IXN

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
Phoenix Financial Ltd. History No change 4,005,100 578,656 3.95% 3.95% 1 0 0.0% Q2 2026 Aug 11, 2026
Fisher Asset Management, LLC History No change 2,999,200 433,324 0.13% 0.13% 2 0 0.0% Q2 2026 Aug 04, 2026
BANK OF AMERICA CORP /DE/ History No change 2,165,529 312,875 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 1,501,581 216,948 0.16% 0.16% 4 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,378,958 193,757 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 12, 2026
PGIM Custom Harvest LLC History No change 1,093,248 157,952 1.98% 1.98% 6 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,068,822 154,423 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,023,056 147,811 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 966,457 139,633 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 07, 2026
Portfolio Strategies, Inc. History No change 911,690 132,242 12.97% 12.97% 10 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 887,649 128,248 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 711,470 99,968 0.1% 0.1% 12 0 0.0% Q2 2026 Jul 30, 2026
PATTEN & PATTEN INC/TN History No change 569,817 82,327 4.36% 4.36% 13 0 0.0% Q2 2026 Aug 05, 2026
BlackRock, Inc. History No change 541,660 78,259 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 482,782 70,043 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 438,244 63,317 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 413,247 59,706 0.14% 0.14% 17 0 0.0% Q2 2026 Jul 27, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 408,970 57,464 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 284,758 41,141 0.63% 0.63% 19 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 278,002 40,165 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 270,625 39,099 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 250,574 36,202 0.05% 0.05% 22 0 0.0% Q2 2026 Jul 29, 2026
GOLDMAN SACHS GROUP INC History No change 229,488 33,156 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 210,421 30,401 0.19% 0.19% 24 0 0.0% Q2 2026 Jul 29, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 210,313 30,386 0.01% 0.01% 25 0 0.0% Q2 2026 Sep 23, 2026
OSAIC HOLDINGS, INC. History No change 196,338 28,373 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 194,263 28,067 0.05% 0.05% 27 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 191,174 27,618 0.1% 0.1% 28 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History No change 186,288 26,914 0.04% 0.04% 29 0 0.0% Q2 2026 Jul 22, 2026
FSA WEALTH PARTNERS, INC. History No change 183,648 26,533 6.64% 6.64% 30 0 0.0% Q2 2026 Aug 03, 2026
Amundi History No change 170,457 24,627 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 163,407 23,609 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 153,245 22,140 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 142,379 20,571 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 148,417 20,504 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 176,230 20,388 5.44% 5.44% 36 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 117,699 17,005 0.05% 0.05% 37 0 0.0% Q2 2026 Aug 04, 2026
Rathbones Group PLC History No change 112,498 16,253 0.06% 0.06% 38 0 0.0% Q2 2026 Jul 23, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 111,125 16,055 0.12% 0.12% 39 0 0.0% Q2 2026 Jul 23, 2026
Integrated Wealth Concepts LLC History No change 107,571 15,541 0.1% 0.1% 40 0 0.0% Q2 2026 Sep 08, 2026
NFSG Corp History No change 103,630 14,972 1.85% 1.85% 41 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 103,396 14,938 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 19, 2026
Summit Wealth Group, LLC History No change 100,969 14,587 2.98% 2.98% 43 0 0.0% Q2 2026 Aug 04, 2026
Federation des caisses Desjardins du Quebec History No change 94,150 13,572 0.04% 0.04% 44 0 0.0% Q2 2026 Aug 13, 2026
New Insight Wealth Advisors History No change 88,111 12,730 3.75% 3.75% 45 0 0.0% Q2 2026 Jul 27, 2026
Rollins Financial Advisors, LLC History No change 87,215 12,600 1.66% 1.66% 46 0 0.0% Q2 2026 Aug 04, 2026
VAUGHAN & Co SECURITIES, INC. History No change 82,393 11,904 5.55% 5.55% 47 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 82,002 11,847 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 79,590 11,499 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 75,592 10,921 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
Nicholson Meyer Capital Management, Inc. History No change 72,285 10,443 6.96% 6.96% 51 0 0.0% Q2 2026 Jul 21, 2026
MARSHALL WACE, LLP History No change 70,393 10,170 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 69,878 10,095 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 07, 2026
Shira Ridge Wealth Management History No change 69,258 10,006 3.49% 3.49% 54 0 0.0% Q2 2026 Jul 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 69,158 9,992 0.18% 0.18% 55 0 0.0% Q2 2026 Jul 14, 2026
Aptus Capital Advisors, LLC History No change 67,411 9,739 0.07% 0.07% 56 0 0.0% Q2 2026 Aug 12, 2026
Bellwether Advisors, LLC History No change 66,780 9,648 1.43% 1.43% 57 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 63,104 9,117 0.04% 0.04% 58 0 0.0% Q2 2026 Jul 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 67,736 8,988 0.02% 0.02% 59 0 0.0% Q2 2026 Jul 15, 2026
Cardinal Strategic Wealth Guidance History No change 59,402 8,582 1.95% 1.95% 60 0 0.0% Q2 2026 Jul 30, 2026
Vickerman Investment Advisors, Inc. History No change 57,026 8,239 1.6% 1.6% 61 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 56,532 8,167 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 52,824 7,632 0.01% 0.01% 63 0 0.0% Q2 2026 Jul 28, 2026
DV EQUITIES, LLC History No change 50,000 7,224 1.04% 1.04% 64 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 71,262 7,151 0.12% 0.12% 65 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 48,657 7,029 0.15% 0.15% 66 0 0.0% Q2 2026 Aug 14, 2026
Cambria Investment Management, L.P. History No change 48,380 6,989 0.35% 0.35% 67 0 0.0% Q2 2026 Aug 14, 2026
Flagship Private Wealth, LLC History No change 47,737 6,897 2.44% 2.44% 68 0 0.0% Q2 2026 Aug 04, 2026
COURIER CAPITAL LLC History No change 46,782 6,759 0.34% 0.34% 69 0 0.0% Q2 2026 Jul 16, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 45,740 6,608 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
SP Asset Management LLC History No change 44,314 6,402 0.51% 0.51% 71 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History No change 44,097 6,371 0.02% 0.02% 72 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 42,661 6,163 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
FCA CORP /TX History No change 41,725 6,028 1.48% 1.48% 74 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 41,284 5,959 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 39,887 5,762 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
Oak Barrel Wealth Advisory LLC History No change 38,569 5,572 2.46% 2.46% 77 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 38,398 5,547 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 37,000 5,345 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 12, 2026
LARCH CAPITAL PARTNERS LLC History No change 35,975 5,197 0.74% 0.74% 80 0 0.0% Q2 2026 Aug 17, 2026
FIFTH THIRD BANCORP History No change 35,717 5,160 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 05, 2026
PINNACLE ASSOCIATES LTD History No change 34,864 5,037 0.05% 0.05% 82 0 0.0% Q2 2026 Aug 03, 2026
Janney Montgomery Scott LLC History No change 34,831 5,033 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 05, 2026
NORTHLAND SECURITIES, INC. History No change 34,721 5,016 2.92% 2.92% 84 0 0.0% Q2 2026 Aug 04, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 34,622 5,002 2.57% 2.57% 85 0 0.0% Q2 2026 Jul 28, 2026
FMR LLC History No change 33,481 4,837 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 33,407 4,826 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 13, 2026
Bernardo Wealth Planning LLC History No change 31,666 4,575 0.78% 0.78% 88 0 0.0% Q2 2026 Jul 27, 2026
EQ LLC History No change 30,457 4,400 1.08% 1.08% 89 0 0.0% Q2 2026 Jul 23, 2026
DECISION INVESTMENTS, INC History No change 30,298 4,377 3.98% 3.98% 90 0 0.0% Q2 2026 Jul 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 28,460 4,111 0.19% 0.19% 91 0 0.0% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 28,049 4,052 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 27,986 4,043 0.13% 0.13% 93 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 27,929 4,035 0.2% 0.2% 94 0 0.0% Q2 2026 Jul 16, 2026
Stratos Wealth Partners, LTD. History No change 27,603 3,988 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 11, 2026
CHOREO, LLC History No change 27,376 3,955 0.04% 0.04% 96 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 27,305 3,945 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 26,311 3,801 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 26,069 3,766 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 03, 2026
J. Mark Nickell & Co. History No change 25,165 3,635 2.9% 2.9% 100 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 24,296 3,510 0.06% 0.06% 101 0 0.0% Q2 2026 Aug 11, 2026
BURKE & HERBERT BANK & TRUST CO History No change 24,248 3,503 0.87% 0.87% 102 0 0.0% Q2 2026 Aug 07, 2026
Icon Wealth Advisors, LLC History No change 23,977 3,464 0.21% 0.21% 103 0 0.0% Q2 2026 Aug 05, 2026
MA Private Wealth History No change 23,824 3,442 0.51% 0.51% 104 0 0.0% Q2 2026 Jul 28, 2026
Gladstone Institutional Advisory LLC History No change 23,546 3,401 0.11% 0.11% 105 0 0.0% Q2 2026 Jul 27, 2026
Marotta Asset Management History Reduced 22,603 3,350 0.57% 0.53% 106 -152 -0.67% Q3 2026 Oct 02, 2026
Snowden Capital Advisors LLC History No change 23,106 3,338 0.08% 0.08% 107 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Advisory Partners LLC History No change 22,305 3,222 0.06% 0.06% 108 0 0.0% Q2 2026 Jul 09, 2026
Keystone Financial Group History No change 21,922 3,167 0.19% 0.19% 109 0 0.0% Q2 2026 Jul 29, 2026
Slow Capital, Inc. History No change 21,849 3,156 0.37% 0.37% 110 0 0.0% Q2 2026 Jul 22, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 21,800 3,149 1.89% 1.89% 111 0 0.0% Q2 2026 Jul 13, 2026
Sanctuary Advisors, LLC History No change 21,465 3,101 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 13, 2026
NTV ASSET MANAGEMENT LLC History No change 21,290 3,075 0.3% 0.3% 113 0 0.0% Q2 2026 Aug 05, 2026
Carnegie Investment Counsel History No change 21,219 3,065 0.06% 0.06% 114 0 0.0% Q2 2026 Jul 30, 2026
Equitable Holdings, Inc. History No change 21,172 3,058 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 17, 2026
Freestone Capital Holdings, LLC History No change 19,296 2,788 0.07% 0.07% 116 0 0.0% Q2 2026 Jul 31, 2026
Arax Advisory Partners History No change 19,000 2,745 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 19,234 2,696 0.13% 0.13% 118 0 0.0% Q2 2026 Jul 28, 2026
Shum Financial Group, Inc. History No change 18,531 2,677 1.61% 1.61% 119 0 0.0% Q2 2026 Jul 22, 2026
Geneos Wealth Management Inc. History No change 18,332 2,648 0.05% 0.05% 120 0 0.0% Q2 2026 Aug 06, 2026
Columbus Macro, LLC History No change 18,136 2,620 0.25% 0.25% 121 0 0.0% Q2 2026 Jul 22, 2026
HSBC HOLDINGS PLC History No change 18,000 2,600 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 17,920 2,588 0.04% 0.04% 123 0 0.0% Q2 2026 Aug 10, 2026
Patten Group, Inc. History No change 17,397 2,513 0.39% 0.39% 124 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 17,283 2,497 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 17,200 2,485 0.0% 0.0% 126 0 0.0% Q2 2026 Sep 02, 2026
GREENLEAF TRUST History No change 16,985 2,453 0.02% 0.02% 127 0 0.0% Q2 2026 Jul 21, 2026
Sharkey, Howes & Javer History No change 16,914 2,443 0.29% 0.29% 128 0 0.0% Q2 2026 Jul 09, 2026
Concurrent Investment Advisors, LLC History No change 16,771 2,423 0.02% 0.02% 129 0 0.0% Q2 2026 Jul 27, 2026
Clarus Wealth Advisors History No change 17,571 2,417 0.93% 0.93% 130 0 0.0% Q2 2026 Jul 09, 2026
US BANCORP \DE\ History No change 16,703 2,413 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 16,692 2,411 0.02% 0.02% 132 0 0.0% Q2 2026 Jul 17, 2026
Ashton Thomas Private Wealth, LLC History No change 16,675 2,409 0.05% 0.05% 133 0 0.0% Q2 2026 Jul 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 16,717 2,393 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 10, 2026
NORTHERN TRUST CORP History No change 16,420 2,372 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 16,274 2,351 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 14, 2026
Balance Wealth Partners LLC History No change 15,924 2,300 0.61% 0.61% 137 0 0.0% Q2 2026 Jul 21, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 15,564 2,248 1.72% 1.72% 138 0 0.0% Q2 2026 Jul 21, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 15,172 2,191 0.35% 0.35% 139 0 0.0% Q2 2026 Jul 24, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 15,034 2,172 0.11% 0.11% 140 0 0.0% Q2 2026 Jul 20, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 14,872 2,148 0.16% 0.16% 141 0 0.0% Q2 2026 Jul 16, 2026
FORTE ASSET MANAGEMENT LLC History No change 14,590 2,107 0.86% 0.86% 142 0 0.0% Q2 2026 Jul 21, 2026
Corient Private Wealth LP History No change 14,403 2,080 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 27, 2026
HANOVER ADVISORS INC History No change 14,314 2,068 0.74% 0.74% 144 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History No change 14,275 2,062 0.21% 0.21% 145 0 0.0% Q2 2026 Jul 16, 2026
WEDBUSH SECURITIES INC History No change 14,093 2,036 0.05% 0.05% 146 0 0.0% Q2 2026 Jul 28, 2026
Meridian Wealth Management, LLC History No change 13,899 2,008 0.06% 0.06% 147 0 0.0% Q2 2026 Aug 05, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 13,842 1,999 0.2% 0.2% 148 0 0.0% Q2 2026 Jul 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 13,823 1,997 0.19% 0.19% 149 0 0.0% Q2 2026 Jul 22, 2026
BESSEMER GROUP INC History No change 13,783 1,991 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 13,672 1,975 0.11% 0.11% 151 0 0.0% Q2 2026 Jul 15, 2026
OneDigital Investment Advisors LLC History No change 13,659 1,973 0.02% 0.02% 152 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 13,536 1,955 0.05% 0.05% 153 0 0.0% Q2 2026 Jul 14, 2026
Accurate Wealth Management, LLC History No change 13,753 1,935 0.18% 0.18% 154 0 0.0% Q2 2026 Jul 14, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 13,257 1,915 0.25% 0.25% 155 0 0.0% Q2 2026 Jul 24, 2026
CIBC WORLD MARKET INC. History No change 13,108 1,893 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Yukon Wealth Management, Inc. History No change 13,105 1,893 0.54% 0.54% 157 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 12,814 1,851 0.09% 0.09% 158 0 0.0% Q2 2026 Aug 10, 2026
Worth Financial Advisory Group, LLC History No change 12,723 1,838 0.77% 0.77% 159 0 0.0% Q2 2026 Jul 30, 2026
Beacon Pointe Advisors, LLC History No change 12,674 1,831 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 18, 2026
Hilltop Holdings Inc. History No change 12,600 1,820 0.14% 0.14% 161 0 0.0% Q2 2026 Aug 13, 2026
Oxinas Partners, LLC History No change 12,342 1,783 0.7% 0.7% 162 0 0.0% Q2 2026 Jul 14, 2026
Avidian Wealth Enterprises, LLC History No change 12,158 1,756 0.05% 0.05% 163 0 0.0% Q2 2026 Jul 24, 2026
Q3 Asset Management History No change 12,141 1,752 0.32% 0.32% 164 0 0.0% Q2 2026 Aug 14, 2026
James Hambro & Partners LLP History No change 12,125 1,749 0.06% 0.06% 165 0 0.0% Q2 2026 Jul 23, 2026
Maridea Wealth Management LLC History No change 11,926 1,723 0.19% 0.19% 166 0 0.0% Q2 2026 Aug 06, 2026
Narus Financial Partners, LLC History No change 11,828 1,708 0.44% 0.44% 167 0 0.0% Q2 2026 Jul 31, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 4,589 1,697 0.58% 0.58% 168 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 11,470 1,657 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 07, 2026
Montis Financial, LLC History No change 11,437 1,652 0.34% 0.34% 170 0 0.0% Q2 2026 Aug 05, 2026
AIRE ADVISORS, LLC History No change 11,275 1,629 0.26% 0.26% 171 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 11,254 1,626 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
Sterling Group Wealth Management, LLC History No change 11,258 1,626 0.67% 0.67% 173 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 11,197 1,617 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 07, 2026
Tempo Wealth, LLC History No change 11,166 1,613 0.24% 0.24% 175 0 0.0% Q2 2026 Jul 27, 2026
Front Row Advisors LLC History No change 11,332 1,584 0.46% 0.46% 176 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 10,947 1,581 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 10,941 1,580 0.02% 0.02% 178 0 0.0% Q2 2026 Jul 22, 2026
Ellis Investment Partners, LLC History No change 10,549 1,524 0.23% 0.23% 179 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 10,265 1,483 0.03% 0.03% 180 0 0.0% Q2 2026 Jul 21, 2026
MAI Capital Management History No change 9,891 1,429 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 9,889 1,428 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 9,841 1,421 0.03% 0.03% 183 0 0.0% Q2 2026 Jul 15, 2026
Eldridge Investment Advisors, Inc. History No change 9,778 1,412 0.28% 0.28% 184 0 0.0% Q2 2026 Aug 10, 2026
Cynosure Group, LLC History No change 9,611 1,388 0.21% 0.21% 185 0 0.0% Q2 2026 Aug 05, 2026
Composition Wealth, LLC History No change 9,458 1,366 0.02% 0.02% 186 0 0.0% Q2 2026 Jul 22, 2026
Mascagni Wealth Management, Inc. History No change 9,444 1,364 0.85% 0.85% 187 0 0.0% Q2 2026 Jul 31, 2026
Dynamic Advisor Solutions LLC History No change 9,440 1,363 0.04% 0.04% 188 0 0.0% Q2 2026 Jul 07, 2026
Cypress Wealth Services, LLC History No change 9,424 1,361 0.17% 0.17% 189 0 0.0% Q2 2026 Jul 10, 2026
Keystone Wealth Services, LLC History No change 9,408 1,359 0.25% 0.25% 190 0 0.0% Q2 2026 Aug 05, 2026
Gotham Asset Management, LLC History No change 9,358 1,352 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 9,342 1,327 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 10, 2026
Pictet North America Advisors SA History No change 9,077 1,311 0.12% 0.12% 193 0 0.0% Q2 2026 Jul 24, 2026
Strategies Wealth Advisors, LLC History No change 9,072 1,310 0.12% 0.12% 194 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 9,027 1,304 0.02% 0.02% 195 0 0.0% Q2 2026 Jul 31, 2026
Merit Financial Group, LLC History No change 9,015 1,302 0.01% 0.01% 196 0 0.0% Q2 2026 Jul 20, 2026
Stonebridge Financial Planning Group, LLC History No change 8,820 1,274 0.41% 0.41% 197 0 0.0% Q2 2026 Jul 31, 2026
Mutual Advisors, LLC History No change 8,749 1,264 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 14, 2026
RASP WEALTH SOLUTIONS, LLC History No change 8,717 1,259 0.42% 0.42% 199 0 0.0% Q2 2026 Aug 11, 2026
Clearwater Capital Advisors, LLC History No change 8,676 1,253 0.09% 0.09% 200 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 8,592 1,241 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 03, 2026
Mayflower Financial Advisors, LLC History No change 8,559 1,236 0.11% 0.11% 202 0 0.0% Q2 2026 Jul 09, 2026
Montecito Bank & Trust History No change 8,127 1,204 0.18% 0.18% 203 0 0.0% Q3 2026 Oct 01, 2026
Sageworth Trust Co History No change 8,311 1,200 0.05% 0.05% 204 0 0.0% Q2 2026 Jul 28, 2026
Dakota Wealth Management History No change 8,184 1,182 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 8,145 1,176 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 06, 2026
Asempa Wealth Advisors History No change 8,106 1,171 0.87% 0.87% 207 0 0.0% Q2 2026 Jul 13, 2026
Bawa N Mallick Trust History No change 8,000 1,155 0.37% 0.37% 208 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 7,954 1,149 0.04% 0.04% 209 0 0.0% Q2 2026 Aug 05, 2026
Ironwood Financial, llc History No change 8,285 1,132 0.18% 0.18% 210 0 0.0% Q2 2026 Jul 17, 2026
HARBOUR INVESTMENTS, INC. History No change 7,730 1,116 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 12, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 7,699 1,112 0.29% 0.29% 212 0 0.0% Q2 2026 Jul 21, 2026
Integrity Advisory Solutions, LLC History No change 7,646 1,104 0.11% 0.11% 213 0 0.0% Q2 2026 Jul 31, 2026
Cresset Asset Management, LLC History No change 7,557 1,091 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History No change 7,709 1,083 0.06% 0.06% 215 0 0.0% Q2 2026 Jul 14, 2026
BLAIR WILLIAM & CO/IL History No change 7,466 1,078 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 11, 2026
Koss-Olinger Consulting, LLC History No change 7,462 1,078 0.08% 0.08% 217 0 0.0% Q2 2026 Aug 10, 2026
Spire Wealth Management History No change 7,454 1,076 0.03% 0.03% 218 0 0.0% Q2 2026 Jul 15, 2026
Catalyst Investment Management LLC History No change 7,292 1,053 0.96% 0.96% 219 0 0.0% Q2 2026 Aug 10, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 7,286 1,052 0.69% 0.69% 220 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 7,230 1,044 0.01% 0.01% 221 0 0.0% Q2 2026 Jul 24, 2026
Sonoma Private Wealth LLC History No change 7,177 1,036 1.11% 1.11% 222 0 0.0% Q2 2026 Aug 14, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 7,000 1,011 0.45% 0.45% 223 0 0.0% Q2 2026 Aug 17, 2026
SBI Securities Co., Ltd. History No change 6,976 1,007 0.02% 0.02% 224 0 0.0% Q2 2026 Jul 22, 2026
Lunt Capital Management, Inc. History No change 6,956 1,005 0.37% 0.37% 225 0 0.0% Q2 2026 Jul 30, 2026
Milestone Asset Management Group, LLC History No change 6,915 999 0.5% 0.5% 226 0 0.0% Q2 2026 Jul 30, 2026
Pathstone Holdings, LLC History No change 6,787 980 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 13, 2026
Belvedere Trading LLC History No change 6,757 976 0.0% 0.0% 228 0 0.0% Q2 2026 Jul 31, 2026
STEPHENS INC /AR/ History No change 6,659 962 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 29, 2026
Farmers National Bank History No change 6,650 960 0.2% 0.2% 230 0 0.0% Q2 2026 Aug 11, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 6,648 960 0.08% 0.08% 231 0 0.0% Q2 2026 Jul 28, 2026
HB Wealth Management, LLC History No change 6,480 936 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,374 920 0.02% 0.02% 233 0 0.0% Q2 2026 Aug 12, 2026
Physician Wealth Advisors, Inc. History No change 6,310 911 0.11% 0.11% 234 0 0.0% Q2 2026 Jul 20, 2026
Windsor Capital Management, LLC History No change 6,300 910 0.24% 0.24% 235 0 0.0% Q2 2026 Jul 08, 2026
PINEBRIDGE INVESTMENTS LLC History No change 6,264 905 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 6,217 898 0.0% 0.0% 237 0 0.0% Q2 2026 Jul 17, 2026
Clearstead Advisors, LLC History No change 6,074 877 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 06, 2026
PRUDENTIAL PLC History No change 6,070 876 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 6,019 869 0.05% 0.05% 240 0 0.0% Q2 2026 Aug 05, 2026
Platform Technology Partners History No change 6,016 869 0.14% 0.14% 241 0 0.0% Q2 2026 Jul 24, 2026
UHLMANN PRICE SECURITIES, LLC History No change 6,000 866 0.03% 0.03% 242 0 0.0% Q2 2026 Jul 24, 2026
Well Done, LLC History No change 5,937 857 0.12% 0.12% 243 0 0.0% Q2 2026 Jul 24, 2026
RWA WEALTH PARTNERS, LLC History No change 5,868 847 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 5,827 841 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 03, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 5,813 839 0.08% 0.08% 246 0 0.0% Q2 2026 Jul 22, 2026
Arkadios Wealth Advisors History No change 5,653 816 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 5,635 814 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 11, 2026
Pines Wealth Management, LLC History No change 5,629 813 0.23% 0.23% 249 0 0.0% Q2 2026 Jul 22, 2026
&PARTNERS History No change 5,626 812 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 5,770 806 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 27, 2026
Able Wealth Management LLC History No change 5,546 801 0.18% 0.18% 252 0 0.0% Q2 2026 Jul 29, 2026
KCM INVESTMENT ADVISORS LLC History No change 5,526 798 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 5,474 790 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 11, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 5,430 784 0.27% 0.27% 255 0 0.0% Q2 2026 Aug 06, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 5,425 783 0.04% 0.04% 256 0 0.0% Q2 2026 Aug 14, 2026
Goodman Advisory Group, LLC History No change 5,367 775 0.18% 0.18% 257 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 5,332 769 0.08% 0.08% 258 0 0.0% Q2 2026 Aug 13, 2026
CFS Investment Advisory Services, LLC History No change 5,561 759 0.05% 0.05% 259 0 0.0% Q2 2026 Jul 16, 2026
Blue Trust, Inc. History No change 5,204 751 0.01% 0.01% 260 0 0.0% Q2 2026 Jul 21, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 5,190 749 0.32% 0.32% 261 0 0.0% Q2 2026 Jul 16, 2026
MISSION WEALTH MANAGEMENT, LP History No change 5,129 741 0.01% 0.01% 262 0 0.0% Q2 2026 Jul 20, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 5,123 740 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 23, 2026
WealthTrust Axiom LLC History No change 5,067 732 0.16% 0.16% 264 0 0.0% Q2 2026 Aug 11, 2026
Sava Infond d.o.o. History No change 5,000 722 0.05% 0.05% 265 0 0.0% Q2 2026 Jul 16, 2026
IFP Advisors, Inc History No change 4,901 708 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 20, 2026
Mandatum Life Insurance Co Ltd History No change 4,846 700 0.13% 0.13% 267 0 0.0% Q2 2026 Aug 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 4,811 695 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
Napier Financial, LLC History No change 4,800 693 0.14% 0.14% 269 0 0.0% Q2 2026 Jul 31, 2026
Tull Financial Group, Inc. History No change 4,668 674 0.26% 0.26% 270 0 0.0% Q2 2026 Aug 05, 2026
Sequent Planning LLC History No change 4,663 673 0.14% 0.14% 271 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 4,656 672 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 10, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 4,598 664 0.22% 0.22% 273 0 0.0% Q2 2026 Jul 21, 2026
Empower Advisory Group, LLC History No change 4,563 659 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History No change 4,523 653 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 4,474 646 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 4,470 645 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 12, 2026
MontVue Capital Management, Inc. History No change 4,429 639 0.37% 0.37% 278 0 0.0% Q2 2026 Jul 27, 2026
Avantax Planning Partners, Inc. History No change 4,414 637 0.02% 0.02% 279 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 4,415 637 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 4,413 637 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 06, 2026
Shelter Rock Management, LLC History No change 4,410 637 0.62% 0.62% 282 0 0.0% Q2 2026 Jul 10, 2026
TABLEAUX LLC History No change 4,394 634 0.27% 0.27% 283 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History No change 4,269 616 0.02% 0.02% 284 0 0.0% Q2 2026 Jul 06, 2026
Wealthspire Advisors, LLC History No change 4,262 615 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 11, 2026
HBW ADVISORY SERVICES LLC History No change 4,229 611 0.06% 0.06% 286 0 0.0% Q2 2026 Jul 16, 2026
Orion Porfolio Solutions, LLC History No change 4,108 593 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 4,102 592 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 30, 2026
Tidemark, LLC History No change 4,028 581 0.13% 0.13% 289 0 0.0% Q2 2026 Aug 10, 2026
EVERETT HARRIS & CO /CA/ History No change 4,020 580 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 03, 2026
Godfrey Financial Associates, Inc. History No change 4,020 580 0.44% 0.44% 291 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 3,974 574 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 07, 2026
Integrated Advisors Network LLC History No change 3,951 570 0.03% 0.03% 293 0 0.0% Q2 2026 Aug 11, 2026
PDS Planning, Inc History No change 3,943 569 0.03% 0.03% 294 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,942 569 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
Balboa Wealth Partners History No change 3,897 563 0.08% 0.08% 296 0 0.0% Q2 2026 Aug 10, 2026
EXCALIBUR MANAGEMENT CORP History No change 3,842 555 0.18% 0.18% 297 0 0.0% Q2 2026 Aug 03, 2026
VISTA CAPITAL PARTNERS, INC. History No change 3,839 554 0.05% 0.05% 298 0 0.0% Q2 2026 Jul 23, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 3,793 548 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,794 548 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 03, 2026
Lido Advisors, LLC History No change 3,771 544 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 07, 2026
NorthCrest Asset Manangement, LLC History No change 3,875 544 0.01% 0.01% 302 0 0.0% Q2 2026 Jul 15, 2026
ROMANO BROTHERS AND COMPANY History No change 3,715 536 0.05% 0.05% 303 0 0.0% Q2 2026 Jul 21, 2026
Urban Wealth Management, LLC History No change 3,715 536 0.47% 0.47% 304 0 0.0% Q2 2026 Jul 23, 2026
Independent Advisor Alliance History No change 3,706 535 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 12, 2026
Marin Bay Wealth Advisors, LLC History No change 3,702 534 0.29% 0.29% 306 0 0.0% Q2 2026 Aug 10, 2026
NORDEN GROUP LLC History No change 3,687 532 0.04% 0.04% 307 0 0.0% Q2 2026 Jul 29, 2026
Bryn Mawr Trust Advisors, LLC History No change 3,629 524 0.02% 0.02% 308 0 0.0% Q2 2026 Aug 03, 2026
KTF INVESTMENTS, LLC History No change 3,622 523 0.05% 0.05% 309 0 0.0% Q2 2026 Aug 10, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 3,600 520 0.11% 0.11% 310 0 0.0% Q2 2026 Aug 11, 2026
Texas Yale Capital Corp. History No change 3,600 520 0.01% 0.01% 311 0 0.0% Q2 2026 Aug 12, 2026
Segment Wealth Management, LLC History No change 3,600 520 0.03% 0.03% 312 0 0.0% Q2 2026 Jul 16, 2026
Delta Investment Management, LLC History No change 3,604 520 0.09% 0.09% 313 0 0.0% Q2 2026 Aug 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 3,579 517 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 13, 2026
JB Capital LLC History No change 3,558 513 0.02% 0.02% 315 0 0.0% Q2 2026 Jul 29, 2026
LaSalle St. Investment Advisors, LLC History No change 3,553 513 0.06% 0.06% 316 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 3,527 509 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 12, 2026
Richardson Capital Management LLC History No change 3,507 506 0.22% 0.22% 318 0 0.0% Q2 2026 Jul 17, 2026
Thomasville National Bank History No change 3,500 505 0.03% 0.03% 319 0 0.0% Q2 2026 Jul 20, 2026
COMMERCE BANK History No change 3,471 501 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 12, 2026
Minot DeBlois Advisors LLC History No change 3,450 498 0.43% 0.43% 321 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 3,442 497 0.04% 0.04% 322 0 0.0% Q2 2026 Jul 28, 2026
GLENMEDE TRUST CO NA History No change 3,400 491 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 10, 2026
Ignite Planners, LLC History No change 3,376 487 0.07% 0.07% 324 0 0.0% Q2 2026 Jul 23, 2026
United Advisor Group, LLC History No change 3,344 483 0.05% 0.05% 325 0 0.0% Q2 2026 Jul 29, 2026
Valmark Advisers, Inc. History No change 3,313 478 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 06, 2026
BENJAMIN EDWARDS INC History No change 3,291 475 0.0% 0.0% 327 0 0.0% Q2 2026 Jul 24, 2026
Secure Asset Management, LLC History No change 3,271 472 0.07% 0.07% 328 0 0.0% Q2 2026 Jul 15, 2026
Knights of Columbus Asset Advisors LLC History No change 3,251 469 0.02% 0.02% 329 0 0.0% Q2 2026 Jul 31, 2026
PFG Investments, LLC History No change 3,248 469 0.02% 0.02% 330 0 0.0% Q2 2026 Jul 23, 2026
Savvy Advisors, Inc. History No change 3,222 465 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 03, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 3,218 464 0.02% 0.02% 332 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 3,194 461 0.01% 0.01% 333 0 0.0% Q2 2026 Jul 15, 2026
Rosenberg Matthew Hamilton History No change 3,185 460 0.09% 0.09% 334 0 0.0% Q2 2026 Jul 17, 2026
Intelligence Driven Advisers, LLC History No change 3,177 459 0.07% 0.07% 335 0 0.0% Q2 2026 Aug 06, 2026
Nova Wealth Management, Inc. History No change 3,173 458 0.25% 0.25% 336 0 0.0% Q2 2026 Jul 13, 2026
MAIRS & POWER INC History No change 3,150 455 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 3,143 454 0.04% 0.04% 338 0 0.0% Q2 2026 Jul 28, 2026
Peak Asset Management, LLC History No change 3,076 444 0.07% 0.07% 339 0 0.0% Q2 2026 Aug 13, 2026
Financial Partners Group, Inc History No change 3,077 444 0.05% 0.05% 340 0 0.0% Q2 2026 Jul 23, 2026
Next Level Wealth Planning, LLC History No change 3,079 444 0.2% 0.2% 341 0 0.0% Q2 2026 Jul 30, 2026
Seascape Capital Management History No change 3,066 443 0.11% 0.11% 342 0 0.0% Q2 2026 Jul 21, 2026
L & S Advisors Inc History No change 3,043 439 0.05% 0.05% 343 0 0.0% Q2 2026 Aug 12, 2026
Union Bancaire Privee, UBP SA History No change 4,124 437 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 16, 2026
SEARLE & CO. History No change 3,000 433 0.1% 0.1% 345 0 0.0% Q2 2026 Jul 27, 2026
RiverFront Investment Group, LLC History No change 3,000 433 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 29, 2026
MASECO LLP History No change 3,000 432 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 2,968 428 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History No change 2,950 426 0.03% 0.03% 349 0 0.0% Q2 2026 Jul 08, 2026
Graves Light Lenhart Wealth, Inc. History No change 2,931 423 0.04% 0.04% 350 0 0.0% Q2 2026 Jul 07, 2026
Junk Investment Group, LLC History No change 2,927 422 0.19% 0.19% 351 0 0.0% Q2 2026 Jul 29, 2026
BRIGHTON JONES LLC History No change 2,888 417 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 11, 2026
Barnes Wealth Management Group, Inc History No change 2,881 416 0.19% 0.19% 353 0 0.0% Q2 2026 Jul 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 2,856 412 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 2,835 409 0.02% 0.02% 355 0 0.0% Q2 2026 Jul 28, 2026
Zullo Investment Group, Inc. History No change 2,833 409 0.14% 0.14% 356 0 0.0% Q2 2026 Jul 31, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 2,817 407 0.06% 0.06% 357 0 0.0% Q2 2026 Jul 21, 2026
Clark Capital Management Group, Inc. History No change 2,791 403 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 11, 2026
Legacy Advisors, LLC History No change 2,700 390 0.04% 0.04% 359 0 0.0% Q2 2026 Jul 24, 2026
Naviter Wealth, LLC History No change 2,700 390 0.04% 0.04% 360 0 0.0% Q2 2026 Aug 07, 2026
4J Wealth Management LLC History No change 2,696 389 0.19% 0.19% 361 0 0.0% Q2 2026 Jul 21, 2026
Key Client Fiduciary Advisors, LLC History No change 2,682 387 0.11% 0.11% 362 0 0.0% Q2 2026 Jul 09, 2026
Continuum Advisory, LLC History No change 2,676 386 0.03% 0.03% 363 0 0.0% Q2 2026 Aug 06, 2026
Cardinal Point Capital Management ULC History No change 2,600 374 0.02% 0.02% 364 0 0.0% Q2 2026 Jul 14, 2026
Plancorp, LLC History No change 2,693 367 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 14, 2026
Financial Perspectives, Inc History No change 2,530 365 0.09% 0.09% 366 0 0.0% Q2 2026 Jul 24, 2026
STRATEGY ASSET MANAGERS LLC History No change 2,516 363 0.05% 0.05% 367 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 2,518 363 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 13, 2026
Bellecapital International Ltd. History No change 2,508 362 0.06% 0.06% 369 0 0.0% Q2 2026 Jul 22, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 2,500 361 0.03% 0.03% 370 0 0.0% Q2 2026 Jul 28, 2026
Sound View Wealth Advisors Group, LLC History No change 2,500 361 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 11, 2026
SkyOak Wealth, LLC History No change 2,488 359 0.06% 0.06% 372 0 0.0% Q2 2026 Jul 30, 2026
ATX Financial Planning, LLC History No change 2,488 359 0.24% 0.24% 373 0 0.0% Q2 2026 Aug 20, 2026
NewEdge Wealth, LLC History No change 2,471 356 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS History No change 2,478 355 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 2,442 352 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 10, 2026
BCGM Wealth Management, LLC History No change 2,418 349 0.07% 0.07% 377 0 0.0% Q2 2026 Aug 04, 2026
SK Wealth Management, LLC History No change 2,503 348 0.08% 0.08% 378 0 0.0% Q2 2026 Aug 11, 2026
TENET WEALTH PARTNERS, LLC History No change 2,639 348 0.26% 0.26% 379 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL SECURITIES, INC. History No change 2,401 346 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 04, 2026
One Charles Private Wealth Services, LLC History No change 2,396 346 0.08% 0.08% 381 0 0.0% Q2 2026 Jul 15, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 2,400 346 0.19% 0.19% 382 0 0.0% Q2 2026 Jul 06, 2026
Clarity Wealth Advisors, LLC History No change 2,382 344 0.06% 0.06% 383 0 0.0% Q2 2026 Jul 24, 2026
Sovran Advisors, LLC History No change 2,660 343 0.03% 0.03% 384 0 0.0% Q2 2026 Jul 29, 2026
Investor's Fiduciary Advisor Network, LLC History No change 2,373 342 0.12% 0.12% 385 0 0.0% Q2 2026 Aug 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 2,349 339 0.04% 0.04% 386 0 0.0% Q2 2026 Jul 20, 2026
VERUS CAPITAL PARTNERS, LLC History No change 2,340 338 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 06, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 2,322 335 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 20, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,309 333 0.02% 0.02% 389 0 0.0% Q2 2026 Jul 28, 2026
Zhang Financial LLC History No change 2,280 329 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 30, 2026
Key FInancial Inc History No change 2,272 328 0.05% 0.05% 391 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Advisory Services, LLC History No change 2,274 328 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 14, 2026
DecisionMap Wealth Management, LLC History No change 2,270 328 0.18% 0.18% 393 0 0.0% Q2 2026 Jul 21, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,264 327 0.17% 0.17% 394 0 0.0% Q2 2026 Aug 18, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,253 325 0.02% 0.02% 395 0 0.0% Q2 2026 Jul 07, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,235 322 0.01% 0.01% 396 0 0.0% Q2 2026 Jul 28, 2026
GoalVest Advisory LLC History No change 2,160 320 0.06% 0.06% 397 0 0.0% Q3 2026 Oct 02, 2026
FLC Capital Advisors History No change 2,208 319 0.05% 0.05% 398 0 0.0% Q2 2026 Jul 20, 2026
Mesirow Financial Investment Management, Inc. History No change 2,204 318 0.0% 0.0% 399 0 0.0% Q2 2026 Jul 22, 2026
Kingsview Wealth Management, LLC History No change 2,200 317 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 18, 2026
GENTRY PRIVATE WEALTH, LLC History No change 2,160 312 0.16% 0.16% 401 0 0.0% Q2 2026 Aug 05, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 2,126 307 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 07, 2026
Traynor Capital Management, Inc. History No change 2,123 306 0.01% 0.01% 403 0 0.0% Q2 2026 Jul 22, 2026
PARK AVENUE SECURITIES LLC History No change 2,112 305 0.0% 0.0% 404 0 0.0% Q2 2026 Jul 20, 2026
Glen Eagle Advisors, LLC History No change 2,094 302 0.04% 0.04% 405 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,136 298 0.02% 0.02% 406 0 0.0% Q2 2026 Jul 22, 2026
SIMON QUICK ADVISORS, LLC History No change 2,060 297 0.01% 0.01% 407 0 0.0% Q2 2026 Jul 28, 2026
CHARTIST INC /CA/ History No change 2,049 296 0.18% 0.18% 408 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 2,050 296 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 07, 2026
WealthPlan Investment Management, LLC History No change 2,050 296 0.01% 0.01% 410 0 0.0% Q2 2026 Jul 28, 2026
Trek Financial, LLC History No change 2,029 293 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 13, 2026
JSF Financial, LLC History No change 2,019 291 0.05% 0.05% 412 0 0.0% Q2 2026 Jul 28, 2026
Arlington Trust Co LLC History No change 2,000 288 0.02% 0.02% 413 0 0.0% Q2 2026 Jul 07, 2026
5th Street Advisors, LLC History No change 1,974 285 0.11% 0.11% 414 0 0.0% Q2 2026 Aug 05, 2026
UMB Bank, n.a. History No change 1,955 282 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 13, 2026
Signature Resources Capital Management, LLC History No change 1,950 281 0.11% 0.11% 416 0 0.0% Q2 2026 Jul 13, 2026
J.E. Simmons & Co., P.C. History No change 1,950 281 0.16% 0.16% 417 0 0.0% Q2 2026 Jul 15, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 1,935 279 0.1% 0.1% 418 0 0.0% Q2 2026 Jul 15, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 1,930 278 0.08% 0.08% 419 0 0.0% Q2 2026 Jul 23, 2026
CENTRAL TRUST Co History No change 1,918 277 0.01% 0.01% 420 0 0.0% Q2 2026 Jul 31, 2026
PHILADELPHIA TRUST CO History No change 1,920 277 0.02% 0.02% 421 0 0.0% Q2 2026 Aug 10, 2026
Frederick Financial Consultants, LLC History No change 1,921 277 0.12% 0.12% 422 0 0.0% Q2 2026 Aug 14, 2026
Fielder Capital Group LLC History No change 1,914 276 0.06% 0.06% 423 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 1,908 275 0.0% 0.0% 424 0 0.0% Q2 2026 Jul 23, 2026
ASPIRIANT, LLC History No change 1,902 274 0.01% 0.01% 425 0 0.0% Q2 2026 Jul 20, 2026
JANE STREET GROUP, LLC History No change 1,900 274 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 14, 2026
Bravias Capital Group, LLC History No change 1,894 273 0.16% 0.16% 427 0 0.0% Q2 2026 Jul 30, 2026
Aspen Investment Management Inc History No change 1,881 272 0.07% 0.07% 428 0 0.0% Q2 2026 Jul 17, 2026
Resurgent Financial Advisors LLC History No change 1,887 272 0.08% 0.08% 429 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 1,863 269 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 14, 2026
Investmark Advisory Group LLC History No change 1,863 269 0.1% 0.1% 431 0 0.0% Q2 2026 Aug 07, 2026
Traub Capital Management LLC History No change 1,860 268 0.24% 0.24% 432 0 0.0% Q2 2026 Jul 23, 2026
Advisory Alpha, LLC History No change 1,840 265 0.01% 0.01% 433 0 0.0% Q2 2026 Aug 11, 2026
Kilter Group LLC History No change 1,828 264 0.1% 0.1% 434 0 0.0% Q2 2026 Aug 11, 2026
Forefront Wealth Partners, LLC History No change 1,814 262 0.08% 0.08% 435 0 0.0% Q2 2026 Aug 20, 2026
BAXTER BROS INC History No change 1,800 260 0.03% 0.03% 436 0 0.0% Q2 2026 Aug 06, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 1,802 260 0.02% 0.02% 437 0 0.0% Q2 2026 Jul 16, 2026
CM WEALTH ADVISORS LLC History No change 1,803 260 0.05% 0.05% 438 0 0.0% Q2 2026 Aug 10, 2026
CRA Financial Services, LLC History No change 1,800 260 0.03% 0.03% 439 0 0.0% Q2 2026 Jul 24, 2026
BROWN ADVISORY INC History No change 1,780 257 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 1,745 252 0.01% 0.01% 441 0 0.0% Q2 2026 Jul 13, 2026
CENTAURUS FINANCIAL, INC. History No change 1,708 247 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 17, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 1,690 244 0.12% 0.12% 443 0 0.0% Q2 2026 Aug 13, 2026
EFG International AG History No change 1,686 243 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC/CA History No change 1,667 240 0.03% 0.03% 445 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 1,740 238 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 13, 2026
Acumen Wealth Advisors, LLC History No change 1,639 236 0.05% 0.05% 447 0 0.0% Q2 2026 Aug 03, 2026
Midwest Trust Co History No change 1,636 236 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 04, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 1,692 234 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 06, 2026
Williams Jones Wealth Management, LLC. History No change 1,599 231 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 05, 2026
ARS Wealth Advisors Group, LLC History No change 1,601 231 0.02% 0.02% 451 0 0.0% Q2 2026 Jul 16, 2026
Chicago Partners Investment Group LLC History No change 1,700 229 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 29, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 1,730 229 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 06, 2026
Williams & Novak, LLC History No change 1,590 229 0.15% 0.15% 454 0 0.0% Q2 2026 Jul 08, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 1,582 228 0.09% 0.09% 455 0 0.0% Q2 2026 Aug 04, 2026
Hamilton Capital, LLC History No change 1,565 226 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 17, 2026
Vontobel Holding Ltd. History No change 1,638 224 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 03, 2026
Outlook Wealth Advisors, LLC History No change 1,551 224 0.05% 0.05% 458 0 0.0% Q2 2026 Aug 03, 2026
SPINNAKER TRUST History No change 1,530 221 0.01% 0.01% 459 0 0.0% Q2 2026 Aug 03, 2026
SevenBridge Financial Group, LLC History No change 1,537 216 0.03% 0.03% 460 0 0.0% Q2 2026 Aug 12, 2026
TFB Advisors LLC History No change 1,494 215 0.09% 0.09% 461 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors Wealth Management, LLC History No change 1,483 214 0.03% 0.03% 462 0 0.0% Q2 2026 Jul 23, 2026
AM INVESTMENT STRATEGIES LLC History No change 1,470 212 0.04% 0.04% 463 0 0.0% Q2 2026 Jul 16, 2026
CORA CAPITAL ADVISORS LLC History No change 1,467 211 0.06% 0.06% 464 0 0.0% Q2 2026 Jul 24, 2026
SWEENEY & MICHEL, LLC History No change 1,499 211 0.06% 0.06% 465 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Partners, Ltd. History No change 1,459 210 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 12, 2026
OpenArc Corporate Advisory, LLC History No change 1,460 210 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 05, 2026
Proactive Wealth Strategies LLC History No change 1,445 208 0.03% 0.03% 468 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 1,434 207 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 11, 2026
Annex Advisory Services, LLC History No change 1,404 202 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 10, 2026
MYECFO, LLC History No change 1,400 202 0.08% 0.08% 471 0 0.0% Q2 2026 Aug 10, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 1,392 201 0.12% 0.12% 472 0 0.0% Q2 2026 Jul 21, 2026
Allworth Financial LP History No change 1,315 189 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 11, 2026
Purpose Unlimited Inc. History No change 1,290 186 0.01% 0.01% 474 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 1,272 183 0.05% 0.05% 475 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 1,267 183 0.04% 0.04% 476 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 1,230 177 0.02% 0.02% 477 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 1,171 164 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,120 161 0.03% 0.03% 479 0 0.0% Q2 2026 Jul 17, 2026
Commonwealth Retirement Investments LLC History No change 1,074 155 0.04% 0.04% 480 0 0.0% Q2 2026 Aug 03, 2026
1 NORTH WEALTH SERVICES LLC History No change 1,056 152 0.05% 0.05% 481 0 0.0% Q2 2026 Aug 03, 2026
Morse Asset Management, Inc History No change 1,000 144 0.02% 0.02% 482 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 869 126 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 863 124 0.04% 0.04% 484 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Reduced 803 119 0.0% 0.05% 485 -11,660 -93.56% Q3 2026 Oct 02, 2026
Elevated Capital Advisors, LLC History No change 799 115 0.03% 0.03% 486 0 0.0% Q2 2026 Aug 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 794 114 0.01% 0.01% 487 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 795 114 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 771 111 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 17, 2026
Archer Investment Corp History No change 765 110 0.02% 0.02% 490 0 0.0% Q2 2026 Aug 03, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 735 106 0.02% 0.02% 491 0 0.0% Q2 2026 Jul 15, 2026
Qube Research & Technologies Ltd History No change 681 98 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 628 90 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 06, 2026
Institute for Wealth Management, LLC. History No change 605 87 0.01% 0.01% 494 0 0.0% Q2 2026 Jul 28, 2026
Vanguard National Trust Co History No change 600 86 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 13, 2026
VSM Wealth Advisory, LLC History No change 600 86 0.02% 0.02% 496 0 0.0% Q2 2026 Jul 22, 2026
Downshift Financial, LLC History No change 568 82 0.04% 0.04% 497 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 534 77 0.02% 0.02% 498 0 0.0% Q2 2026 Jul 27, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 514 74 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 21, 2026
Bay Harbor Wealth Management, LLC History No change 499 72 0.02% 0.02% 500 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 490 70 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 06, 2026
Triumph Capital Management History No change 481 69 0.01% 0.01% 502 0 0.0% Q2 2026 Jul 20, 2026
AMERIFLEX GROUP, INC. History No change 465 67 0.03% 0.03% 503 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 456 65 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 450 65 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 438 63 0.03% 0.03% 506 0 0.0% Q2 2026 Jul 17, 2026
Harbor Asset Planning, Inc. History No change 443 63 0.05% 0.05% 507 0 0.0% Q2 2026 Jul 22, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 400 57 0.02% 0.02% 508 0 0.0% Q2 2026 Jul 16, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 393 56 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 13, 2026
Advisors Preferred, LLC History No change 417 56 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 11, 2026
TUCKER ASSET MANAGEMENT LLC History No change 393 56 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 27, 2026
Darwin Wealth Management, LLC History No change 387 55 0.02% 0.02% 512 0 0.0% Q2 2026 Jul 21, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 375 54 0.02% 0.02% 513 0 0.0% Q2 2026 Jul 29, 2026
PFS Partners, LLC History No change 376 54 0.02% 0.02% 514 0 0.0% Q2 2026 Jul 20, 2026
XP Advisory US, Inc. History No change 370 53 0.03% 0.03% 515 0 0.0% Q2 2026 Jul 30, 2026
First Bancorp, Inc /ME/ History No change 362 52 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 367 52 0.0% 0.0% 517 0 0.0% Q2 2026 Jul 23, 2026
Ancora Advisors LLC History No change 354 51 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 321 46 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Advisors History No change 294 42 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 11, 2026
BAYBAN History No change 285 41 0.03% 0.03% 521 0 0.0% Q2 2026 Jul 30, 2026
Founders Financial Alliance, LLC History No change 282 40 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 04, 2026
West Branch Capital LLC History No change 272 39 0.01% 0.01% 523 0 0.0% Q2 2026 Jul 10, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 271 39 0.02% 0.02% 524 0 0.0% Q2 2026 Aug 14, 2026
Walsh & Associates, LLC History No change 272 39 0.03% 0.03% 525 0 0.0% Q2 2026 Jul 21, 2026
Capital Analysts, LLC History No change 262 38 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 05, 2026
Founders Capital Management History No change 266 38 0.02% 0.02% 527 0 0.0% Q2 2026 Jul 21, 2026
Investors Research Corp History No change 265 38 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 10, 2026
Larson Financial Group LLC History No change 270 38 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Wealth Management, LLC History No change 266 38 0.01% 0.01% 530 0 0.0% Q2 2026 Jul 30, 2026
HAZLETT, BURT & WATSON, INC. History No change 250 36 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 30, 2026
Atomic Invest LLC History No change 255 35 0.0% 0.0% 532 0 0.0% Q2 2026 Sep 25, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 222 32 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 05, 2026
Abound Wealth Management History No change 219 31 0.01% 0.01% 534 0 0.0% Q2 2026 Jul 10, 2026
Go Invest LLC History No change 215 31 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 05, 2026
C M BIDWELL & ASSOCIATES LTD History No change 210 30 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 210 30 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 07, 2026
TSFG, LLC History No change 192 28 0.0% 0.0% 538 0 0.0% Q2 2026 Jul 23, 2026
Orion Capital Management LLC History No change 190 27 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 17, 2026
Capital Investment Advisory Services, LLC History No change 182 26 0.0% 0.0% 540 0 0.0% Q2 2026 Jul 23, 2026
HHM Wealth Advisors, LLC History No change 178 25 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 150 21 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 03, 2026
EverSource Wealth Advisors, LLC History No change 147 21 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 24, 2026
Frazier Financial Advisors, LLC History No change 137 19 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 121 17 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 14, 2026
Bravera Wealth History No change 118 17 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 23, 2026
Reyes Financial Architecture, Inc. History No change 113 16 0.01% 0.01% 547 0 0.0% Q2 2026 Jul 16, 2026
Vision Retirement, LLC History No change 100 14 0.0% 0.0% 548 0 0.0% Q2 2026 Jul 21, 2026
Key Capital Management, INC History No change 93 13 0.01% 0.01% 549 0 0.0% Q2 2026 Jul 27, 2026
Westside Investment Management, Inc. History No change 85 12 0.0% 0.0% 550 0 0.0% Q2 2026 Jul 27, 2026
Sankala Group LLC History No change 86 11 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 18, 2026
Byrne Asset Management LLC History No change 76 10 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 07, 2026
VAN ECK ASSOCIATES CORP History No change 67 9 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 59 8 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 49 7 0.0% 0.0% 555 0 0.0% Q2 2026 Sep 02, 2026
WealthShield Partners, LLC History No change 50 7 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 12, 2026
Mosley Wealth Management History No change 46 6 0.0% 0.0% 557 0 0.0% Q2 2026 Jul 23, 2026
Quest 10 Wealth Builders, Inc. History No change 48 6 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 24, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 22 3 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 05, 2026
FAS Wealth Partners, Inc. History No change 24 3 0.0% 0.0% 560 0 0.0% Q2 2026 Jul 29, 2026
Polaris Financial Partners History New 15 2 0.0% — 564 +15 New Q3 2026 Oct 02, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 20 2 0.0% 0.0% 561 0 0.0% Q2 2026 Sep 18, 2026
Advanced Asset Management Advisors Inc History No change 18 2 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 16, 2026
Central Pacific Bank - Trust Division History No change 17 2 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 07, 2026
Retirement Wealth Solutions LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 07, 2026