iSHARES TRUST - IXUS

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
BlackRock, Inc. History No change 274,117,987 26,161,820 0.39% 0.39% 1 0 0.0% Q2 2026 Aug 07, 2026
Acorns Advisers, LLC History No change 37,327,069 3,562,495 23.23% 23.23% 2 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 25,793,599 2,234,757 0.74% 0.74% 3 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 12,009,882 1,146,223 0.27% 0.27% 4 0 0.0% Q2 2026 Sep 23, 2026
US BANCORP \DE\ History No change 11,650,196 1,111,894 1.21% 1.21% 5 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 10,690,453 1,020,296 1.56% 1.56% 6 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 9,990,270 953,471 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 8,096,593 772,738 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 7,913,764 755,289 4.18% 4.18% 9 0 0.0% Q2 2026 Jul 24, 2026
Focus Partners Wealth History No change 6,980,418 666,211 0.68% 0.68% 10 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 6,296,845 600,970 2.99% 2.99% 11 0 0.0% Q2 2026 Jul 17, 2026
Pathstone Holdings, LLC History No change 5,389,360 514,360 1.5% 1.5% 12 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 5,023,941 479,484 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 07, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History No change 3,160,758 301,665 9.67% 9.67% 14 0 0.0% Q2 2026 Aug 12, 2026
AMICA MUTUAL INSURANCE CO History No change 3,083,208 294,508 24.53% 24.53% 15 0 0.0% Q2 2026 Aug 05, 2026
Clark Capital Management Group, Inc. History No change 2,941,250 280,712 1.53% 1.53% 16 0 0.0% Q2 2026 Aug 11, 2026
Waldron Private Wealth LLC History No change 2,890,655 275,883 9.55% 9.55% 17 0 0.0% Q2 2026 Jul 20, 2026
UBS Group AG History No change 2,513,209 239,860 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 2,455,521 233,930 0.25% 0.25% 19 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,335,950 222,944 0.03% 0.03% 20 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 2,187,306 208,716 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 14, 2026
Fund Evaluation Group, LLC History No change 2,134,934 203,758 5.5% 5.5% 22 0 0.0% Q2 2026 Aug 07, 2026
DAVIDSON INVESTMENT ADVISORS History No change 2,122,254 202,547 8.28% 8.28% 23 0 0.0% Q2 2026 Jul 21, 2026
WELLS FARGO & COMPANY/MN History No change 2,061,566 196,755 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 1,909,445 182,237 0.18% 0.18% 25 0 0.0% Q2 2026 Aug 05, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 1,807,604 172,517 10.41% 10.41% 26 0 0.0% Q2 2026 Jul 31, 2026
AMG National Trust Bank History No change 1,799,901 171,782 3.52% 3.52% 27 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 1,771,279 169,050 0.15% 0.15% 28 0 0.0% Q2 2026 Aug 12, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,680,304 160,367 4.28% 4.28% 29 0 0.0% Q2 2026 Aug 07, 2026
Hardy Reed LLC History No change 1,585,303 151,301 9.71% 9.71% 30 0 0.0% Q2 2026 Aug 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,571,026 149,938 0.19% 0.19% 31 0 0.0% Q2 2026 Jul 29, 2026
Janney Montgomery Scott LLC History No change 1,525,461 145,590 0.28% 0.28% 32 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,521,349 145,197 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 1,404,457 134,041 1.3% 1.3% 34 0 0.0% Q2 2026 Aug 05, 2026
Orion Porfolio Solutions, LLC History No change 1,292,181 123,325 0.94% 0.94% 35 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 1,232,210 117,602 0.5% 0.5% 36 0 0.0% Q2 2026 Aug 11, 2026
Compass Ion Advisors, LLC History No change 1,152,135 109,959 9.48% 9.48% 37 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,147,148 109,509 0.13% 0.13% 38 0 0.0% Q2 2026 Aug 14, 2026
BANK OF HAWAII History No change 1,137,805 108,592 5.36% 5.36% 39 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 1,047,523 99,975 0.94% 0.94% 40 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,026,979 97,063 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 987,573 93,612 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 956,986 91,334 1.68% 1.68% 43 0 0.0% Q2 2026 Aug 06, 2026
Capstone Financial Advisors, Inc. History No change 911,328 86,977 4.24% 4.24% 44 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 903,923 86,270 0.2% 0.2% 45 0 0.0% Q2 2026 Jul 27, 2026
TRUE Private Wealth Advisors History No change 862,127 82,281 7.1% 7.1% 46 0 0.0% Q2 2026 Jul 23, 2026
ALERUS FINANCIAL NA History No change 845,112 80,657 3.53% 3.53% 47 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 842,622 80,419 0.44% 0.44% 48 0 0.0% Q2 2026 Aug 11, 2026
LOWE BROCKENBROUGH & CO INC History No change 760,416 72,574 3.23% 3.23% 49 0 0.0% Q2 2026 Aug 03, 2026
Aviso Financial Inc. History No change 745,177 71,119 2.47% 2.47% 50 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Management, LLC History No change 728,716 69,548 3.64% 3.64% 51 0 0.0% Q2 2026 Jul 09, 2026
Forvis Mazars Wealth Advisors, LLC History No change 728,090 69,488 1.16% 1.16% 52 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 666,181 63,579 0.09% 0.09% 53 0 0.0% Q2 2026 Aug 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 633,567 60,467 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 624,773 59,627 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 12, 2026
Tiller Private Wealth, Inc. History No change 621,092 59,276 18.57% 18.57% 56 0 0.0% Q2 2026 Jul 24, 2026
M&T BANK CORP History No change 616,609 58,849 0.17% 0.17% 57 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 594,031 56,694 0.29% 0.29% 58 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 591,873 56,488 0.66% 0.66% 59 0 0.0% Q2 2026 Jul 22, 2026
MML INVESTORS SERVICES, LLC History No change 576,881 55,057 0.11% 0.11% 60 0 0.0% Q2 2026 Aug 07, 2026
Adventist Health System/ West History No change 552,898 52,768 8.27% 8.27% 61 0 0.0% Q2 2026 Aug 14, 2026
Astoria Strategic Wealth, Inc. History No change 542,748 51,799 11.83% 11.83% 62 0 0.0% Q2 2026 Jul 16, 2026
Chesley Taft & Associates LLC History No change 540,179 51,554 2.01% 2.01% 63 0 0.0% Q2 2026 Jul 08, 2026
EQUITABLE TRUST CO History No change 529,756 50,559 2.11% 2.11% 64 0 0.0% Q2 2026 Jul 23, 2026
FACTORY MUTUAL INSURANCE CO History No change 524,000 50,010 0.47% 0.47% 65 0 0.0% Q2 2026 Jul 21, 2026
Waverly Advisors, LLC History No change 518,215 49,458 0.29% 0.29% 66 0 0.0% Q2 2026 Aug 14, 2026
Bricktown Capital, LLC History No change 514,044 49,060 8.86% 8.86% 67 0 0.0% Q2 2026 Jul 15, 2026
Allen Investment Management, LLC History No change 480,805 45,888 0.54% 0.54% 68 0 0.0% Q2 2026 Aug 05, 2026
Johnson Financial Group, Inc. History No change 469,910 44,848 1.47% 1.47% 69 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 463,174 44,205 0.9% 0.9% 70 0 0.0% Q2 2026 Aug 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 449,280 42,879 0.05% 0.05% 71 0 0.0% Q2 2026 Aug 19, 2026
Standpoint Asset Management, LLC History No change 444,300 42,403 8.89% 8.89% 72 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 462,244 40,261 0.67% 0.67% 73 0 0.0% Q2 2026 Aug 13, 2026
SWF LLC History No change 412,419 39,361 2.63% 2.63% 74 0 0.0% Q2 2026 Aug 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 409,902 39,121 3.38% 3.38% 75 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL SECURITIES, INC. History No change 404,333 38,589 0.46% 0.46% 76 0 0.0% Q2 2026 Aug 04, 2026
Graney & King, LLC History No change 397,614 37,948 13.64% 13.64% 77 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 385,388 36,781 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 361,898 34,539 0.1% 0.1% 79 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History No change 348,109 33,223 0.6% 0.6% 80 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Partners, LLC History No change 336,456 32,111 3.89% 3.89% 81 0 0.0% Q2 2026 Aug 12, 2026
Stone House Investment Management, LLC History No change 325,020 31,019 4.12% 4.12% 82 0 0.0% Q2 2026 Aug 05, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 320,820 30,619 6.2% 6.2% 83 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 311,599 29,739 0.19% 0.19% 84 0 0.0% Q2 2026 Sep 08, 2026
Wick Capital Partners, LLC History No change 294,580 28,114 4.24% 4.24% 85 0 0.0% Q2 2026 Aug 14, 2026
REGATTA CAPITAL GROUP, LLC History No change 289,517 27,631 3.72% 3.72% 86 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 277,937 26,526 0.18% 0.18% 87 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 273,452 26,098 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 272,923 26,047 0.26% 0.26% 89 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 269,832 25,752 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 13, 2026
Ullmann Wealth Partners Group, LLC History No change 267,386 25,519 2.32% 2.32% 91 0 0.0% Q2 2026 Aug 10, 2026
Alliance Wealth Advisors, LLC /UT History No change 266,800 25,463 4.8% 4.8% 92 0 0.0% Q2 2026 Jul 23, 2026
49 WEALTH MANAGEMENT, LLC History No change 265,293 25,319 4.83% 4.83% 93 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 265,293 25,319 4.83% 4.83% 94 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 258,912 24,710 0.04% 0.04% 95 0 0.0% Q2 2026 Jul 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 253,609 24,163 0.04% 0.04% 96 0 0.0% Q2 2026 Jul 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 237,405 22,657 1.66% 1.66% 97 0 0.0% Q2 2026 Aug 03, 2026
Magnolia Wealth Management, LLC History No change 234,771 22,406 11.73% 11.73% 98 0 0.0% Q2 2026 Jul 14, 2026
Finley Financial, LLC History No change 228,192 21,778 8.77% 8.77% 99 0 0.0% Q2 2026 Jul 08, 2026
Patrick Mauro Investment Advisor, INC. History No change 227,748 21,736 10.92% 10.92% 100 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 227,271 21,690 0.25% 0.25% 101 0 0.0% Q2 2026 Aug 12, 2026
MontVue Capital Management, Inc. History No change 220,795 21,072 12.12% 12.12% 102 0 0.0% Q2 2026 Jul 27, 2026
Private Advisor Group, LLC History No change 219,975 20,994 0.1% 0.1% 103 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 216,735 20,685 0.13% 0.13% 104 0 0.0% Q2 2026 Jul 20, 2026
Strategic Point Investment Advisors, LLC History No change 215,909 20,606 2.68% 2.68% 105 0 0.0% Q2 2026 Jul 08, 2026
Tide Cove Capital Partners LLC History No change 202,436 19,545 12.65% 12.65% 106 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 203,450 19,417 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
Spectrum Investment Advisors, Inc. History No change 201,581 19,238 7.87% 7.87% 108 0 0.0% Q2 2026 Jul 30, 2026
Vestmark Advisory Solutions, Inc. History No change 197,891 18,886 0.18% 0.18% 109 0 0.0% Q2 2026 Aug 14, 2026
FIRST HAWAIIAN BANK History No change 197,871 18,884 2.39% 2.39% 110 0 0.0% Q2 2026 Jul 13, 2026
ES4, LLC History No change 195,098 18,620 9.78% 9.78% 111 0 0.0% Q2 2026 Jul 29, 2026
St. Louis Trust Co History No change 84,346 18,433 2.11% 2.11% 112 0 0.0% Q2 2026 Jul 30, 2026
Dynasty Wealth Management, LLC History No change 189,668 18,101 0.13% 0.13% 113 0 0.0% Q2 2026 Aug 13, 2026
McKinley Carter Wealth Services, Inc. History No change 189,126 18,050 0.93% 0.93% 114 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 188,288 17,970 0.07% 0.07% 115 0 0.0% Q2 2026 Aug 11, 2026
Baker Ellis Asset Management LLC History No change 186,101 17,761 1.84% 1.84% 116 0 0.0% Q2 2026 Jul 23, 2026
CADINHA & CO LLC History No change 184,768 17,634 2.61% 2.61% 117 0 0.0% Q2 2026 Jul 28, 2026
SPINNAKER TRUST History No change 184,159 17,576 0.85% 0.85% 118 0 0.0% Q2 2026 Aug 03, 2026
White Lighthouse Investment Management Inc. History No change 182,901 17,456 2.18% 2.18% 119 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 182,082 17,377 0.27% 0.27% 120 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 178,576 17,043 0.1% 0.1% 121 0 0.0% Q2 2026 Jul 29, 2026
CHOREO, LLC History No change 178,529 17,037 0.19% 0.19% 122 0 0.0% Q2 2026 Aug 04, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 178,358 17,022 0.78% 0.78% 123 0 0.0% Q2 2026 Jul 28, 2026
AssuredPartners Investment Advisors, LLC History No change 175,684 16,767 1.62% 1.62% 124 0 0.0% Q2 2026 Aug 10, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 173,127 16,523 4.46% 4.46% 125 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 172,370 16,450 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Goldstein Advisors, LLC History No change 168,051 16,038 1.47% 1.47% 127 0 0.0% Q2 2026 Jul 20, 2026
Kastel Capital Advisors, LLC History No change 184,076 15,948 10.09% 10.09% 128 0 0.0% Q2 2026 Jul 09, 2026
GOLDMAN SACHS GROUP INC History No change 166,979 15,936 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
Trinity Wealth Management, LLC History No change 166,651 15,905 5.05% 5.05% 130 0 0.0% Q2 2026 Jul 07, 2026
Rockefeller Capital Management L.P. History No change 163,548 15,609 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 155,513 14,842 1.21% 1.21% 132 0 0.0% Q2 2026 Aug 06, 2026
Gotham Asset Management, LLC History No change 153,815 14,680 0.03% 0.03% 133 0 0.0% Q2 2026 Aug 14, 2026
Financial Designs Corp History No change 153,403 14,640 7.85% 7.85% 134 0 0.0% Q2 2026 Jul 10, 2026
ASSETMARK, INC History No change 207,433 14,617 0.03% 0.03% 135 0 0.0% Q2 2026 Jul 30, 2026
Verus Financial Partners, Inc. History No change 147,737 14,100 1.21% 1.21% 136 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 144,003 13,744 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 143,229 13,669 4.95% 4.95% 138 0 0.0% Q2 2026 Aug 10, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 142,981 13,646 1.73% 1.73% 139 0 0.0% Q2 2026 Jul 31, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 141,607 13,514 0.18% 0.18% 140 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 140,901 13,447 0.25% 0.25% 141 0 0.0% Q2 2026 Jul 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 138,737 13,241 0.04% 0.04% 142 0 0.0% Q2 2026 Jul 28, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 137,758 13,147 1.29% 1.29% 143 0 0.0% Q2 2026 Jul 28, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 137,189 13,093 2.34% 2.34% 144 0 0.0% Q2 2026 Aug 17, 2026
Eldridge Investment Advisors, Inc. History No change 136,061 12,985 2.57% 2.57% 145 0 0.0% Q2 2026 Aug 10, 2026
FORTE ASSET MANAGEMENT LLC History No change 135,907 12,970 5.3% 5.3% 146 0 0.0% Q2 2026 Jul 21, 2026
Traveka Wealth, LLC History No change 135,685 12,949 4.31% 4.31% 147 0 0.0% Q2 2026 Jul 21, 2026
MONEY CONCEPTS CAPITAL CORP History No change 135,268 12,909 0.6% 0.6% 148 0 0.0% Q2 2026 Aug 04, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 132,348 12,631 0.46% 0.46% 149 0 0.0% Q2 2026 Jul 13, 2026
SYKON CAPITAL LLC History No change 132,289 12,625 3.89% 3.89% 150 0 0.0% Q2 2026 Aug 12, 2026
Skyline Advisors, Inc. History No change 131,900 12,588 3.95% 3.95% 151 0 0.0% Q2 2026 Jul 20, 2026
Carl P. Sherr & Co., LLC History No change 128,087 12,224 5.12% 5.12% 152 0 0.0% Q2 2026 Jul 31, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 124,908 11,921 3.12% 3.12% 153 0 0.0% Q2 2026 Jul 13, 2026
FORBES J M & CO LLP History No change 124,730 11,904 0.94% 0.94% 154 0 0.0% Q2 2026 Jul 20, 2026
Kestra Advisory Services, LLC History No change 122,394 11,681 0.04% 0.04% 155 0 0.0% Q2 2026 Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 121,940 11,634 0.06% 0.06% 156 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 121,021 11,550 0.07% 0.07% 157 0 0.0% Q2 2026 Aug 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 116,827 11,149 0.43% 0.43% 158 0 0.0% Q2 2026 Jul 22, 2026
MCF Advisors LLC History No change 116,456 11,114 0.4% 0.4% 159 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 115,377 11,011 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 03, 2026
Smithfield Trust Co History No change 113,117 10,791 0.43% 0.43% 161 0 0.0% Q2 2026 Aug 05, 2026
SCOTIA CAPITAL INC. History No change 112,876 10,772 0.04% 0.04% 162 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 112,820 10,767 0.13% 0.13% 163 0 0.0% Q2 2026 Aug 13, 2026
Forum Private Client Group LLC History No change 111,851 10,675 3.18% 3.18% 164 0 0.0% Q2 2026 Aug 12, 2026
Riggs Asset Managment Co. Inc. History No change 111,247 10,617 1.9% 1.9% 165 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 110,492 10,545 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 103,258 9,854 0.29% 0.29% 167 0 0.0% Q2 2026 Aug 03, 2026
Summit Financial, LLC History No change 102,027 9,737 0.11% 0.11% 168 0 0.0% Q2 2026 Aug 12, 2026
Madison Wealth Partners, Inc History No change 100,263 9,569 1.22% 1.22% 169 0 0.0% Q2 2026 Aug 12, 2026
DV EQUITIES, LLC History No change 100,000 9,544 1.37% 1.37% 170 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 99,345 9,481 0.09% 0.09% 171 0 0.0% Q2 2026 Jul 28, 2026
Ancora Advisors LLC History No change 99,138 9,461 0.18% 0.18% 172 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Partners - WNY, LLC History No change 98,469 9,397 4.65% 4.65% 173 0 0.0% Q2 2026 Jul 15, 2026
Advisors Capital Management, LLC History No change 98,369 9,388 0.1% 0.1% 174 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 96,322 9,192 0.11% 0.11% 175 0 0.0% Q2 2026 Aug 13, 2026
Newton One Investments LLC History No change 95,687 9,132 2.3% 2.3% 176 0 0.0% Q2 2026 Jul 22, 2026
CATALYST PRIVATE WEALTH, LLC History No change 94,206 8,990 4.34% 4.34% 177 0 0.0% Q2 2026 Jul 21, 2026
Winthrop Advisory Group LLC History No change 93,618 8,934 0.6% 0.6% 178 0 0.0% Q2 2026 Jul 17, 2026
SWMG, LLC History No change 94,284 8,915 2.1% 2.1% 179 0 0.0% Q2 2026 Jul 15, 2026
Farther Finance Advisors, LLC History No change 92,962 8,872 0.07% 0.07% 180 0 0.0% Q2 2026 Jul 17, 2026
Bank of New York Mellon Corp History No change 92,326 8,811 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History No change 91,582 8,740 0.09% 0.09% 182 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 92,686 8,675 0.14% 0.14% 183 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 92,686 8,675 0.14% 0.14% 184 0 0.0% Q2 2026 Jul 29, 2026
Savvy Advisors, Inc. History No change 90,674 8,653 0.18% 0.18% 185 0 0.0% Q2 2026 Aug 03, 2026
Physician Wealth Advisors, Inc. History No change 90,195 8,608 1.03% 1.03% 186 0 0.0% Q2 2026 Jul 20, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 89,603 8,551 1.76% 1.76% 187 0 0.0% Q2 2026 Jul 17, 2026
FC Advisory LLC History Reduced 88,648 8,420 2.21% 2.26% 188 -659 -0.74% Q3 2026 Oct 05, 2026
James J. Burns & Company, LLC History No change 88,048 8,403 0.91% 0.91% 189 0 0.0% Q2 2026 Aug 06, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 86,077 8,215 0.58% 0.58% 190 0 0.0% Q2 2026 Jul 20, 2026
Fairvoy Private Wealth, LLC History No change 85,779 8,186 1.65% 1.65% 191 0 0.0% Q2 2026 Jul 17, 2026
HILL ISLAND FINANCIAL LLC History No change 85,126 8,124 1.73% 1.73% 192 0 0.0% Q2 2026 Aug 11, 2026
MANNING & NAPIER ADVISORS LLC History No change 85,094 8,121 0.1% 0.1% 193 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 84,966 8,109 0.19% 0.19% 194 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 83,606 7,979 0.04% 0.04% 195 0 0.0% Q2 2026 Aug 18, 2026
Quantinno Capital Management LP History No change 83,144 7,935 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 13, 2026
Hubbell Strickland Wealth Management, LLC History No change 82,722 7,894 2.85% 2.85% 197 0 0.0% Q2 2026 Jul 29, 2026
NATIXIS ADVISORS, LLC History No change 81,662 7,793 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 14, 2026
Investment Advisory Services Group LLC History No change 81,425 7,771 5.69% 5.69% 199 0 0.0% Q2 2026 Jul 29, 2026
Gateway Wealth Partners, LLC History No change 80,979 7,728 0.46% 0.46% 200 0 0.0% Q2 2026 Aug 04, 2026
Zhang Financial LLC History No change 80,174 7,651 0.22% 0.22% 201 0 0.0% Q2 2026 Jul 30, 2026
Pitcairn Wealth Advisors LLC History No change 79,478 7,585 0.83% 0.83% 202 0 0.0% Q2 2026 Aug 10, 2026
First Command Advisory Services, Inc. History No change 79,433 7,581 0.05% 0.05% 203 0 0.0% Q2 2026 Aug 10, 2026
WESBANCO BANK INC History No change 79,003 7,540 0.19% 0.19% 204 0 0.0% Q2 2026 Jul 28, 2026
NWAM LLC History No change 78,162 7,459 0.37% 0.37% 205 0 0.0% Q2 2026 Jul 23, 2026
OneDigital Investment Advisors LLC History No change 78,159 7,459 0.06% 0.06% 206 0 0.0% Q2 2026 Aug 06, 2026
Abundance Wealth Counselors History No change 77,718 7,417 0.48% 0.48% 207 0 0.0% Q2 2026 Jul 23, 2026
Gallagher Fiduciary Advisors, LLC History No change 77,355 7,382 0.24% 0.24% 208 0 0.0% Q2 2026 Aug 14, 2026
CFO4Life Group, LLC History No change 77,266 7,374 0.99% 0.99% 209 0 0.0% Q2 2026 Aug 12, 2026
Gleason Group, Inc. History No change 77,240 7,371 0.64% 0.64% 210 0 0.0% Q2 2026 Jul 13, 2026
Strategic Blueprint, LLC History No change 75,411 7,197 0.36% 0.36% 211 0 0.0% Q2 2026 Jul 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 74,916 7,149 0.11% 0.11% 212 0 0.0% Q2 2026 Aug 10, 2026
Allianz Asset Management GmbH History No change 74,466 7,107 0.01% 0.01% 213 0 0.0% Q2 2026 Sep 02, 2026
Family Manage LLC History No change 73,660 7,030 0.72% 0.72% 214 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 73,656 7,029 0.06% 0.06% 215 0 0.0% Q2 2026 Aug 06, 2026
Alpha Financial Partners LLC History No change 72,356 6,905 3.63% 3.63% 216 0 0.0% Q2 2026 Aug 11, 2026
Crescent Grove Advisors, LLC History No change 72,209 6,891 0.58% 0.58% 217 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 71,468 6,828 0.06% 0.06% 218 0 0.0% Q2 2026 Jul 24, 2026
GuidedMoney, LLC History No change 71,400 6,814 3.15% 3.15% 219 0 0.0% Q2 2026 Jul 28, 2026
Lunt Capital Management, Inc. History No change 70,663 6,744 2.47% 2.47% 220 0 0.0% Q2 2026 Jul 30, 2026
COMMERCE BANK History No change 70,326 6,711 0.03% 0.03% 221 0 0.0% Q2 2026 Aug 12, 2026
NYL Investors LLC History No change 70,326 6,711 2.57% 2.57% 222 0 0.0% Q2 2026 Aug 12, 2026
KFA Private Wealth Group, LLC History Added to 67,964 6,455 1.52% 1.55% 223 +682 1.01% Q3 2026 Oct 07, 2026
Mesirow Financial Investment Management, Inc. History No change 66,932 6,388 0.1% 0.1% 224 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD BANCORP History No change 66,348 6,332 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 05, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 66,224 6,320 0.05% 0.05% 226 0 0.0% Q2 2026 Jul 23, 2026
Soltis Investment Advisors LLC History No change 65,152 6,218 0.35% 0.35% 227 0 0.0% Q2 2026 Jul 31, 2026
SIGNATUREFD, LLC History No change 64,662 6,171 0.08% 0.08% 228 0 0.0% Q2 2026 Jul 23, 2026
BROWN ADVISORY INC History No change 64,358 6,142 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 64,191 6,126 0.41% 0.41% 230 0 0.0% Q2 2026 Aug 05, 2026
BLAIR WILLIAM & CO/IL History No change 63,972 6,105 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 11, 2026
Ellis Investment Partners, LLC History No change 63,518 6,062 0.92% 0.92% 232 0 0.0% Q2 2026 Aug 05, 2026
Manuka Financial, LLC History No change 63,521 6,062 3.15% 3.15% 233 0 0.0% Q2 2026 Jul 31, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 63,103 6,023 0.5% 0.5% 234 0 0.0% Q2 2026 Jul 09, 2026
MISSION WEALTH MANAGEMENT, LP History No change 62,155 5,932 0.07% 0.07% 235 0 0.0% Q2 2026 Jul 20, 2026
DAVIDSON TRUST CO History No change 60,317 5,756 2.25% 2.25% 236 0 0.0% Q2 2026 Jul 29, 2026
Townsend Financial Planning, LLC History No change 60,239 5,749 5.01% 5.01% 237 0 0.0% Q2 2026 Aug 06, 2026
Patriot Financial Group Insurance Agency, LLC History No change 59,988 5,725 0.59% 0.59% 238 0 0.0% Q2 2026 Jul 16, 2026
CreativeOne Wealth, LLC History No change 59,539 5,682 0.12% 0.12% 239 0 0.0% Q2 2026 Aug 13, 2026
Firestone Capital Management History No change 59,271 5,656 1.05% 1.05% 240 0 0.0% Q2 2026 Jul 31, 2026
Catalyst Investment Management LLC History No change 58,712 5,603 5.08% 5.08% 241 0 0.0% Q2 2026 Aug 10, 2026
Windward Private Wealth Management Inc. History No change 58,205 5,555 1.78% 1.78% 242 0 0.0% Q2 2026 Aug 04, 2026
GeoWealth Management, LLC History No change 57,868 5,523 0.17% 0.17% 243 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Advisors, LLC History No change 57,874 5,523 0.02% 0.02% 244 0 0.0% Q2 2026 Aug 12, 2026
TCV Trust & Wealth Management, Inc. History No change 57,087 5,448 0.41% 0.41% 245 0 0.0% Q2 2026 Jul 24, 2026
Envestnet Portfolio Solutions, Inc. History No change 57,014 5,441 0.03% 0.03% 246 0 0.0% Q2 2026 Sep 23, 2026
AE Wealth Management LLC History No change 56,601 5,402 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 03, 2026
Atlas Legacy Advisors, LLC History No change 55,769 5,322 0.79% 0.79% 248 0 0.0% Q2 2026 Jul 31, 2026
COFG Advisors, LLC History No change 55,632 5,309 0.92% 0.92% 249 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 55,596 5,306 0.47% 0.47% 250 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 57,169 5,259 0.35% 0.35% 251 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Retirement, LLC History No change 55,280 5,248 0.29% 0.29% 252 0 0.0% Q2 2026 Aug 12, 2026
Blueprint Investment Partners LLC History No change 54,546 5,205 0.43% 0.43% 253 0 0.0% Q2 2026 Aug 04, 2026
Lineweaver Wealth Advisors, LLC History No change 54,491 5,200 0.62% 0.62% 254 0 0.0% Q2 2026 Jul 09, 2026
Blueprint Financial Advisors LLC History No change 54,439 5,195 0.58% 0.58% 255 0 0.0% Q2 2026 Aug 14, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 54,282 5,180 3.63% 3.63% 256 0 0.0% Q2 2026 Jul 27, 2026
PINNACLE ASSOCIATES LTD History No change 54,147 5,167 0.06% 0.06% 257 0 0.0% Q2 2026 Aug 03, 2026
AdvisorNet Financial, Inc History No change 53,725 5,127 0.23% 0.23% 258 0 0.0% Q2 2026 Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 53,427 5,099 0.08% 0.08% 259 0 0.0% Q2 2026 Jul 28, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 52,080 4,970 3.71% 3.71% 260 0 0.0% Q2 2026 Aug 05, 2026
Everest Private Wealth History No change 51,676 4,931 1.84% 1.84% 261 0 0.0% Q2 2026 Aug 07, 2026
Oliver Luxxe Assets LLC History No change 51,634 4,927 0.72% 0.72% 262 0 0.0% Q2 2026 Jul 09, 2026
Downshift Financial, LLC History No change 51,274 4,893 2.2% 2.2% 263 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 51,213 4,887 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 28, 2026
TBH Global Asset Management, LLC History No change 51,160 4,882 0.89% 0.89% 265 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY ADVISORS, INC. History No change 50,817 4,849 3.26% 3.26% 266 0 0.0% Q2 2026 Jul 24, 2026
NORTHERN TRUST CORP History No change 49,813 4,754 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Advisory Resource Group History No change 49,819 4,754 0.71% 0.71% 268 0 0.0% Q2 2026 Jul 14, 2026
Tortoise Investment Management, LLC History No change 49,007 4,677 0.35% 0.35% 269 0 0.0% Q2 2026 Aug 07, 2026
Shelter Mutual Insurance Co History No change 48,818 4,663 0.99% 0.99% 270 0 0.0% Q2 2026 Aug 11, 2026
SteelPeak Wealth, LLC History No change 48,418 4,621 0.12% 0.12% 271 0 0.0% Q2 2026 Jul 13, 2026
GWN SECURITIES INC. History No change 48,215 4,601 0.77% 0.77% 272 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 47,722 4,554 0.14% 0.14% 273 0 0.0% Q2 2026 Jul 15, 2026
Park Place Capital Corp History No change 47,477 4,531 0.72% 0.72% 274 0 0.0% Q2 2026 Aug 13, 2026
Guidance Point Advisors, LLC History No change 46,628 4,451 0.94% 0.94% 275 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD SECURITIES, INC. History No change 46,511 4,439 0.25% 0.25% 276 0 0.0% Q2 2026 Jul 15, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 46,130 4,402 3.1% 3.1% 277 0 0.0% Q2 2026 Aug 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 46,093 4,399 0.21% 0.21% 278 0 0.0% Q2 2026 Aug 11, 2026
BEACON FINANCIAL PLANNING, INC History No change 45,432 4,336 1.47% 1.47% 279 0 0.0% Q2 2026 Aug 06, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 44,886 4,283 0.67% 0.67% 280 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 44,556 4,252 0.15% 0.15% 281 0 0.0% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History No change 44,234 4,221 1.18% 1.18% 282 0 0.0% Q2 2026 Jul 24, 2026
Wescott Financial Advisory Group, LLC History No change 44,235 4,221 0.33% 0.33% 283 0 0.0% Q2 2026 Aug 04, 2026
Taylor & Morgan Wealth Management, LLC History No change 44,217 4,220 2.08% 2.08% 284 0 0.0% Q2 2026 Jul 10, 2026
Private Wealth Asset Management, LLC History No change 44,135 4,212 0.41% 0.41% 285 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 43,599 4,174 0.5% 0.5% 286 0 0.0% Q2 2026 Aug 12, 2026
Disciplina Capital Management LLC History No change 43,620 4,163 0.43% 0.43% 287 0 0.0% Q2 2026 Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC History No change 43,000 4,103 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 10, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 42,618 4,067 1.03% 1.03% 289 0 0.0% Q2 2026 Jul 23, 2026
Caprock Group, LLC History No change 42,126 4,020 0.08% 0.08% 290 0 0.0% Q2 2026 Jul 27, 2026
Carnegie Investment Counsel History No change 41,680 3,977 0.08% 0.08% 291 0 0.0% Q2 2026 Jul 30, 2026
Balentine LLC History No change 41,439 3,954 0.14% 0.14% 292 0 0.0% Q2 2026 Aug 06, 2026
Chicago Partners Investment Group LLC History No change 42,260 3,945 0.08% 0.08% 293 0 0.0% Q2 2026 Jul 29, 2026
Olde Wealth Management, LLC History No change 40,993 3,912 1.11% 1.11% 294 0 0.0% Q2 2026 Aug 13, 2026
Blue Edge Capital, LLC History No change 40,950 3,908 0.47% 0.47% 295 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 40,351 3,851 0.12% 0.12% 296 0 0.0% Q2 2026 Jul 31, 2026
Robertson Stephens Wealth Management, LLC History No change 39,829 3,801 0.09% 0.09% 297 0 0.0% Q2 2026 Jul 29, 2026
Amplius Wealth Advisors, LLC History No change 39,818 3,800 0.28% 0.28% 298 0 0.0% Q2 2026 Jul 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 39,408 3,761 0.04% 0.04% 299 0 0.0% Q2 2026 Jul 28, 2026
Bellwether Advisors, LLC History No change 39,313 3,752 0.56% 0.56% 300 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 39,284 3,749 0.03% 0.03% 301 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 39,139 3,735 0.13% 0.13% 302 0 0.0% Q2 2026 Aug 06, 2026
Main Street Research LLC History No change 39,073 3,729 0.18% 0.18% 303 0 0.0% Q2 2026 Jul 29, 2026
Freedom Day Solutions, LLC History No change 38,904 3,712 0.82% 0.82% 304 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 38,488 3,673 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 18, 2026
Cyndeo Wealth Partners, LLC History No change 38,245 3,650 0.17% 0.17% 306 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Wealth Management, LLC History No change 38,164 3,642 0.16% 0.16% 307 0 0.0% Q2 2026 Jul 22, 2026
Roble, Belko & Company, Inc History No change 38,136 3,640 0.39% 0.39% 308 0 0.0% Q2 2026 Jul 24, 2026
Rather & Kittrell, Inc. History No change 38,000 3,626 0.51% 0.51% 309 0 0.0% Q2 2026 Aug 12, 2026
Single Point Partners, LLC History No change 190,730 3,591 0.63% 0.63% 310 0 0.0% Q2 2026 Jul 16, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 37,152 3,545 0.34% 0.34% 311 0 0.0% Q2 2026 Jul 09, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 36,919 3,523 0.22% 0.22% 312 0 0.0% Q2 2026 Jul 23, 2026
Independent Solutions Wealth Management, LLC History No change 36,803 3,512 0.46% 0.46% 313 0 0.0% Q2 2026 Jul 29, 2026
Transamerica Financial Advisors, LLC History No change 36,770 3,509 0.3% 0.3% 314 0 0.0% Q2 2026 Aug 14, 2026
SENTINEL TRUST CO LBA History No change 35,992 3,435 0.3% 0.3% 315 0 0.0% Q2 2026 Jul 13, 2026
Garden State Investment Advisory Services LLC History No change 35,845 3,421 0.62% 0.62% 316 0 0.0% Q2 2026 Aug 11, 2026
Valmark Advisers, Inc. History No change 35,494 3,387 0.04% 0.04% 317 0 0.0% Q2 2026 Aug 06, 2026
Gladstone Institutional Advisory LLC History No change 35,456 3,383 0.11% 0.11% 318 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 35,417 3,380 0.2% 0.2% 319 0 0.0% Q2 2026 Aug 05, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 35,249 3,364 0.9% 0.9% 320 0 0.0% Q2 2026 Jul 16, 2026
Integrated Advisors Network LLC History No change 34,939 3,334 0.15% 0.15% 321 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 34,350 3,278 0.03% 0.03% 322 0 0.0% Q2 2026 Jul 27, 2026
Canandaigua National Trust Co of Florida History New 34,437 3,271 1.81% — 323 +34,437 New Q3 2026 Oct 07, 2026
Pacific Park Financial, Inc. History No change 34,252 3,269 1.9% 1.9% 324 0 0.0% Q2 2026 Jul 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 34,116 3,256 0.02% 0.02% 325 0 0.0% Q2 2026 Aug 13, 2026
Wealth Group Ltd History Reduced 33,878 3,238 0.6% 0.62% 326 -144 -0.42% Q3 2026 Oct 07, 2026
CITADEL ADVISORS LLC History No change 33,922 3,237 0.0% 0.0% 327 0 0.0% Q2 2026 Sep 02, 2026
Beacon Bridge Wealth Partners, LLC History No change 33,625 3,209 0.91% 0.91% 328 0 0.0% Q2 2026 Aug 05, 2026
Marietta Wealth Management, LLC History No change 33,470 3,194 0.33% 0.33% 329 0 0.0% Q2 2026 Aug 03, 2026
ADE, LLC History No change 33,466 3,193 1.35% 1.35% 330 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 33,403 3,188 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 33,231 3,171 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 14, 2026
Lakeridge Wealth Management LLC History No change 33,162 3,165 1.16% 1.16% 333 0 0.0% Q2 2026 Jul 14, 2026
Sharkey, Howes & Javer History No change 33,040 3,153 0.38% 0.38% 334 0 0.0% Q2 2026 Jul 09, 2026
GARRISON POINT ADVISORS, LLC History No change 32,828 3,133 1.27% 1.27% 335 0 0.0% Q2 2026 Jul 31, 2026
SageView Advisory Group, LLC History No change 32,288 3,081 0.1% 0.1% 336 0 0.0% Q2 2026 Aug 10, 2026
Essex Financial Services, Inc. History No change 32,220 3,075 0.15% 0.15% 337 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 32,214 3,074 0.1% 0.1% 338 0 0.0% Q2 2026 Jul 31, 2026
KELLY FINANCIAL GROUP LLC History No change 31,830 3,037 0.67% 0.67% 339 0 0.0% Q2 2026 Jul 14, 2026
OARSMAN CAPITAL, INC. History No change 31,795 3,034 0.32% 0.32% 340 0 0.0% Q2 2026 Aug 07, 2026
Betterment LLC History No change 31,683 3,024 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 14, 2026
SJBENEN ADVISORY, LLC History No change 31,690 3,016 1.71% 1.71% 342 0 0.0% Q2 2026 Aug 10, 2026
VICTORY FINANCIAL GROUP, LLC History No change 31,362 2,993 0.31% 0.31% 343 0 0.0% Q2 2026 Jul 28, 2026
&PARTNERS History No change 31,274 2,984 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 31,272 2,984 0.09% 0.09% 345 0 0.0% Q2 2026 Aug 06, 2026
COZAD ASSET MANAGEMENT INC History No change 31,265 2,983 0.19% 0.19% 346 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 31,174 2,975 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 14, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 30,753 2,935 1.95% 1.95% 348 0 0.0% Q2 2026 Aug 14, 2026
ADVOCATE GROUP LLC History No change 30,001 2,863 0.43% 0.43% 349 0 0.0% Q2 2026 Jul 17, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 29,800 2,830 0.58% 0.58% 350 0 0.0% Q3 2026 Oct 05, 2026
Klingman & Associates, LLC History No change 29,484 2,813 0.12% 0.12% 351 0 0.0% Q2 2026 Jul 29, 2026
Carr Financial Group Corp History No change 29,206 2,787 0.64% 0.64% 352 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 28,981 2,765 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 13, 2026
CARDIFF PARK ADVISORS, LLC History No change 28,923 2,760 0.21% 0.21% 354 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 28,884 2,756 0.02% 0.02% 355 0 0.0% Q2 2026 Aug 10, 2026
Goldstone Financial Group, LLC History No change 28,606 2,730 0.25% 0.25% 356 0 0.0% Q2 2026 Aug 11, 2026
Madson Wealth Advisors Inc History No change 28,407 2,711 1.84% 1.84% 357 0 0.0% Q2 2026 Jul 21, 2026
Advyzon Investment Management, LLC History No change 28,397 2,710 0.2% 0.2% 358 0 0.0% Q2 2026 Aug 14, 2026
Williams & Novak, LLC History No change 28,278 2,698 1.78% 1.78% 359 0 0.0% Q2 2026 Jul 08, 2026
Snowden Capital Advisors LLC History No change 28,071 2,679 0.06% 0.06% 360 0 0.0% Q2 2026 Aug 13, 2026
CHATHAM CAPITAL GROUP, INC. History No change 28,020 2,674 0.34% 0.34% 361 0 0.0% Q2 2026 Jul 10, 2026
J.W. COLE ADVISORS, INC. History No change 27,723 2,645 0.05% 0.05% 362 0 0.0% Q2 2026 Jul 21, 2026
BRIGHTON JONES LLC History No change 27,703 2,643 0.05% 0.05% 363 0 0.0% Q2 2026 Aug 11, 2026
Rede Wealth, LLC History No change 27,536 2,628 0.87% 0.87% 364 0 0.0% Q2 2026 Aug 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 27,200 2,595 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
Revolve Wealth Partners, LLC History No change 26,994 2,576 0.27% 0.27% 366 0 0.0% Q2 2026 Jul 09, 2026
BlueChip Wealth Advisors LLC History No change 26,922 2,569 0.97% 0.97% 367 0 0.0% Q2 2026 Jul 30, 2026
ISTHMUS PARTNERS, LLC History No change 26,615 2,540 0.25% 0.25% 368 0 0.0% Q2 2026 Jul 20, 2026
Keel Point, LLC History No change 26,454 2,524 0.15% 0.15% 369 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Wealth LLC History No change 26,399 2,519 0.2% 0.2% 370 0 0.0% Q2 2026 Aug 11, 2026
Haverford Trust Co History No change 26,301 2,510 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 12, 2026
XML Financial, LLC History No change 25,909 2,472 0.18% 0.18% 372 0 0.0% Q2 2026 Jul 24, 2026
Element Wealth, LLC History No change 25,662 2,449 0.92% 0.92% 373 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 25,463 2,418 0.14% 0.14% 374 0 0.0% Q2 2026 Aug 10, 2026
Donor Advised Charitable Giving, Inc. History No change 25,275 2,412 0.05% 0.05% 375 0 0.0% Q2 2026 Jul 24, 2026
Van Cleef Asset Management,Inc History No change 25,119 2,397 0.24% 0.24% 376 0 0.0% Q2 2026 Aug 03, 2026
Flagship Private Wealth, LLC History No change 25,086 2,394 0.85% 0.85% 377 0 0.0% Q2 2026 Aug 04, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 24,902 2,376 0.02% 0.02% 378 0 0.0% Q2 2026 Sep 23, 2026
SAX WEALTH ADVISORS, LLC History No change 27,356 2,370 0.1% 0.1% 379 0 0.0% Q2 2026 Jul 09, 2026
Connecticut Wealth Management, LLC History No change 24,685 2,355 0.09% 0.09% 380 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 24,598 2,347 0.04% 0.04% 381 0 0.0% Q2 2026 Aug 10, 2026
Bond & Devick Financial Network, Inc. History No change 24,594 2,347 0.58% 0.58% 382 0 0.0% Q2 2026 Jul 16, 2026
Summit Wealth Partners, LLC History No change 24,443 2,332 0.33% 0.33% 383 0 0.0% Q2 2026 Aug 03, 2026
Vise Technologies, Inc. History No change 24,339 2,322 0.03% 0.03% 384 0 0.0% Q2 2026 Aug 10, 2026
VICUS CAPITAL History No change 24,317 2,320 0.15% 0.15% 385 0 0.0% Q2 2026 Aug 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 24,118 2,301 0.17% 0.17% 386 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Financial Partners, Inc. History No change 24,095 2,299 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 14, 2026
Sterling Investment Counsel, LLC History No change 24,009 2,291 0.54% 0.54% 388 0 0.0% Q2 2026 Jul 20, 2026
Global Strategic Investment Solutions, LLC History No change 24,000 2,290 0.2% 0.2% 389 0 0.0% Q2 2026 Aug 07, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 23,790 2,270 0.68% 0.68% 390 0 0.0% Q2 2026 Aug 04, 2026
Procyon Advisors, LLC History No change 23,760 2,267 0.1% 0.1% 391 0 0.0% Q2 2026 Jul 09, 2026
JGP Wealth Management, LLC History No change 23,718 2,263 0.2% 0.2% 392 0 0.0% Q2 2026 Jul 07, 2026
Kathmere Capital Management, LLC History No change 23,521 2,244 0.12% 0.12% 393 0 0.0% Q2 2026 Jul 29, 2026
Glass Jacobson Investment Advisors llc History No change 23,002 2,195 0.68% 0.68% 394 0 0.0% Q2 2026 Jul 30, 2026
New England Professional Planning Group Inc. History No change 22,723 2,168 0.81% 0.81% 395 0 0.0% Q2 2026 Jul 28, 2026
Empowered Funds, LLC History No change 22,253 2,123 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 14, 2026
Legacy Bridge, LLC History No change 21,933 2,093 0.65% 0.65% 397 0 0.0% Q2 2026 Aug 13, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 21,768 2,077 0.39% 0.39% 398 0 0.0% Q2 2026 Jul 13, 2026
PFG Investments, LLC History No change 21,418 2,044 0.08% 0.08% 399 0 0.0% Q2 2026 Jul 23, 2026
Verum Partners LLC History No change 21,227 2,025 0.3% 0.3% 400 0 0.0% Q2 2026 Jul 22, 2026
Ipswich Investment Management Co., Inc. History No change 21,176 2,021 0.43% 0.43% 401 0 0.0% Q2 2026 Jul 16, 2026
GSG Advisors LLC History No change 21,037 2,007 0.44% 0.44% 402 0 0.0% Q2 2026 Aug 13, 2026
MA Private Wealth History No change 21,014 2,005 0.3% 0.3% 403 0 0.0% Q2 2026 Jul 28, 2026
Alliance Wealth Advisors, LLC History No change 21,007 2,004 0.65% 0.65% 404 0 0.0% Q2 2026 Jul 09, 2026
Bluespring Wealth Management, LLC History No change 20,785 1,983 0.04% 0.04% 405 0 0.0% Q2 2026 Aug 11, 2026
Financial Management Professionals, Inc. History No change 20,771 1,982 0.19% 0.19% 406 0 0.0% Q2 2026 Jul 09, 2026
High Probability Advisors, LLC History No change 20,709 1,976 0.21% 0.21% 407 0 0.0% Q2 2026 Jul 13, 2026
Golden State Wealth Management, LLC History No change 20,654 1,971 0.18% 0.18% 408 0 0.0% Q2 2026 Jul 22, 2026
GLENMEDE TRUST CO NA History No change 20,650 1,970 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 10, 2026
SAGE FINANCIAL GROUP INC History No change 20,577 1,963 0.11% 0.11% 410 0 0.0% Q2 2026 Jul 21, 2026
Asset Dedication, LLC History No change 20,474 1,954 0.12% 0.12% 411 0 0.0% Q2 2026 Jul 30, 2026
Wealth Enhancement Trust Services, Inc. History Added to 20,487 1,946 0.21% 0.11% 412 +10,454 104.2% Q3 2026 Oct 07, 2026
Arrowroot Family Office, LLC History No change 20,246 1,932 0.55% 0.55% 413 0 0.0% Q2 2026 Aug 06, 2026
Luminvest Wealth Management LLC History No change 20,181 1,926 0.45% 0.45% 414 0 0.0% Q2 2026 Jul 29, 2026
TWO SIGMA SECURITIES, LLC History No change 20,047 1,913 0.16% 0.16% 415 0 0.0% Q2 2026 Aug 14, 2026
Intentional Wealth Strategies, LLC History No change 20,044 1,912 1.79% 1.79% 416 0 0.0% Q2 2026 Jul 28, 2026
IHT Wealth Management, LLC History No change 19,976 1,906 0.04% 0.04% 417 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 19,632 1,873 0.03% 0.03% 418 0 0.0% Q2 2026 Jul 31, 2026
Neuberger Berman Group LLC History No change 19,576 1,868 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 19,623 1,863 0.16% 0.18% 420 -2,820 -12.57% Q3 2026 Oct 07, 2026
Apollon Wealth Management, LLC History No change 19,421 1,853 0.02% 0.02% 421 0 0.0% Q2 2026 Jul 22, 2026
PW Nova Financial Services LLC History No change 19,387 1,850 0.4% 0.4% 422 0 0.0% Q2 2026 Jul 29, 2026
Gainplan LLC History No change 19,314 1,843 0.73% 0.73% 423 0 0.0% Q2 2026 Jul 07, 2026
Valtrion Capital Management, LLC History No change 19,120 1,824 1.36% 1.36% 424 0 0.0% Q2 2026 Aug 14, 2026
ETF Portfolio Partners, Inc. History No change 18,993 1,812 0.43% 0.43% 425 0 0.0% Q2 2026 Jul 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 18,874 1,801 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 10, 2026
Arlington Trust Co LLC History No change 18,664 1,781 0.15% 0.15% 427 0 0.0% Q2 2026 Jul 07, 2026
Shared Vision Wealth Group LLC History No change 18,527 1,768 0.61% 0.61% 428 0 0.0% Q2 2026 Jul 31, 2026
Clear Creek Financial Management, LLC History No change 18,200 1,737 0.11% 0.11% 429 0 0.0% Q2 2026 Jul 27, 2026
StoneX Group Inc. History No change 18,067 1,722 0.07% 0.07% 430 0 0.0% Q2 2026 Aug 12, 2026
Arista Wealth Management, LLC History No change 17,805 1,699 0.18% 0.18% 431 0 0.0% Q2 2026 Jul 08, 2026
Roundview Capital LLC History No change 17,738 1,692 0.09% 0.09% 432 0 0.0% Q2 2026 Jul 30, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 17,397 1,660 0.17% 0.17% 433 0 0.0% Q2 2026 Jul 16, 2026
Burk Holdings LLC History No change 17,207 1,642 0.61% 0.61% 434 0 0.0% Q2 2026 Aug 12, 2026
Cedar Mountain Advisors, LLC History No change 17,104 1,632 0.28% 0.28% 435 0 0.0% Q2 2026 Jul 02, 2026
Kachkovsky & Fisher, Inc. History No change 17,006 1,623 1.56% 1.56% 436 0 0.0% Q2 2026 Sep 08, 2026
Factor Wealth Management LTD History No change 16,786 1,602 0.24% 0.24% 437 0 0.0% Q2 2026 Jul 07, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 16,709 1,594 1.42% 1.42% 438 0 0.0% Q2 2026 Aug 05, 2026
Western Wealth Management, LLC History No change 16,599 1,584 0.05% 0.05% 439 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 16,566 1,581 0.16% 0.16% 440 0 0.0% Q2 2026 Aug 12, 2026
Crews Bank & Trust History No change 16,560 1,580 0.21% 0.21% 441 0 0.0% Q2 2026 Jul 16, 2026
PROFFITT & GOODSON INC History No change 16,529 1,577 0.22% 0.22% 442 0 0.0% Q2 2026 Jul 22, 2026
Cambridge Financial Group, LLC History No change 16,294 1,555 0.49% 0.49% 443 0 0.0% Q3 2026 Oct 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 16,286 1,554 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 12, 2026
Fisher Asset Management, LLC History No change 16,279 1,553 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 04, 2026
Canopy Partners, LLC History No change 16,185 1,544 0.46% 0.46% 446 0 0.0% Q2 2026 Jul 22, 2026
Stash Investments, LLC History No change 16,169 1,543 0.5% 0.5% 447 0 0.0% Q2 2026 Jul 29, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 15,891 1,516 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 15,683 1,496 0.03% 0.03% 449 0 0.0% Q2 2026 Jul 17, 2026
Twelve Points Wealth Management LLC History No change 15,612 1,490 0.3% 0.3% 450 0 0.0% Q2 2026 Aug 07, 2026
WealthShield Partners, LLC History No change 15,424 1,472 0.23% 0.23% 451 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 15,332 1,463 0.02% 0.02% 452 0 0.0% Q2 2026 Aug 12, 2026
Pacific Point Advisors, LLC History No change 15,217 1,452 0.66% 0.66% 453 0 0.0% Q2 2026 Jul 24, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 15,146 1,445 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 14, 2026
Clark Asset Management, LLC History No change 15,022 1,433 0.11% 0.11% 455 0 0.0% Q2 2026 Jul 07, 2026
Quest 10 Wealth Builders, Inc. History No change 14,965 1,428 1.11% 1.11% 456 0 0.0% Q2 2026 Jul 24, 2026
Lido Advisors, LLC History No change 14,915 1,423 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 07, 2026
Breakwater Capital Group History No change 14,749 1,407 0.17% 0.17% 458 0 0.0% Q2 2026 Jul 08, 2026
Sandy Cove Advisors, LLC History No change 14,734 1,406 0.35% 0.35% 459 0 0.0% Q2 2026 Jul 07, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 14,843 1,400 0.45% 0.45% 460 0 0.0% Q2 2026 Jul 23, 2026
Independent Wealth Advisors LLC History No change 14,674 1,400 1.27% 1.27% 461 0 0.0% Q2 2026 Jul 27, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 14,579 1,391 0.06% 0.06% 462 0 0.0% Q2 2026 Jul 24, 2026
Csenge Advisory Group History No change 14,295 1,364 0.06% 0.06% 463 0 0.0% Q2 2026 Aug 10, 2026
4WEALTH ADVISORS, INC. History No change 14,386 1,363 1.05% 1.05% 464 0 0.0% Q2 2026 Jul 17, 2026
Arete Wealth Advisors, LLC History No change 14,129 1,348 0.09% 0.09% 465 0 0.0% Q2 2026 Aug 12, 2026
Rooted Wealth Advisors, Inc. History No change 14,103 1,346 0.33% 0.33% 466 0 0.0% Q2 2026 Jul 28, 2026
Prospera Financial Services Inc History No change 13,907 1,327 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 13,858 1,322 0.02% 0.02% 468 0 0.0% Q2 2026 Aug 05, 2026
Note Advisors, LLC History No change 13,852 1,322 0.57% 0.57% 469 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 13,739 1,311 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 14, 2026
Byrne Asset Management LLC History Added to 13,732 1,297 0.72% 0.71% 471 +55 0.4% Q3 2026 Oct 06, 2026
Keystone Financial Group, Inc. History No change 13,389 1,277 0.67% 0.67% 472 0 0.0% Q2 2026 Jul 21, 2026
PENNINGTON PARTNERS & CO., LLC History No change 13,325 1,271 0.41% 0.41% 473 0 0.0% Q2 2026 Aug 14, 2026
JMG Financial Group, Ltd. History No change 13,234 1,263 0.03% 0.03% 474 0 0.0% Q2 2026 Jul 31, 2026
Financial Alternatives, Inc History No change 13,175 1,257 0.62% 0.62% 475 0 0.0% Q2 2026 Aug 10, 2026
Leo H. Evart, Inc. History No change 13,147 1,254 0.99% 0.99% 476 0 0.0% Q2 2026 Aug 17, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 13,095 1,249 0.21% 0.21% 477 0 0.0% Q2 2026 Aug 04, 2026
Avantax Planning Partners, Inc. History No change 13,036 1,244 0.03% 0.03% 478 0 0.0% Q2 2026 Jul 28, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 12,941 1,236 0.5% 0.49% 479 -108 -0.83% Q3 2026 Oct 06, 2026
Maple Capital Management, Inc. History No change 12,924 1,233 0.07% 0.07% 480 0 0.0% Q2 2026 Aug 13, 2026
Alpha Wealth Funds, LLC History No change 12,829 1,224 0.67% 0.67% 481 0 0.0% Q2 2026 Aug 10, 2026
TRED AVON FAMILY WEALTH, LLC History No change 12,810 1,222 0.37% 0.37% 482 0 0.0% Q2 2026 Aug 10, 2026
Balefire, LLC History No change 12,794 1,221 0.2% 0.2% 483 0 0.0% Q2 2026 Jul 07, 2026
Concurrent Investment Advisors, LLC History No change 12,764 1,218 0.01% 0.01% 484 0 0.0% Q2 2026 Jul 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 12,776 1,215 0.05% 0.05% 485 0 0.0% Q2 2026 Jul 27, 2026
SCS Capital Management LLC History No change 12,711 1,213 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 06, 2026
Wilmington Savings Fund Society, FSB History No change 12,660 1,208 0.03% 0.03% 487 0 0.0% Q2 2026 Jul 28, 2026
GenTrust, LLC History No change 12,553 1,198 0.05% 0.05% 488 0 0.0% Q2 2026 Aug 06, 2026
Vertex Planning Partners, LLC History No change 12,552 1,197 0.18% 0.18% 489 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 12,512 1,194 0.03% 0.03% 490 0 0.0% Q2 2026 Aug 04, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 12,500 1,193 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 12,508 1,193 0.02% 0.02% 492 0 0.0% Q2 2026 Jul 15, 2026
SC&H Financial Advisors, Inc. History No change 12,497 1,192 0.16% 0.16% 493 0 0.0% Q2 2026 Aug 04, 2026
SFAM, LLC History No change 12,401 1,183 0.97% 0.97% 494 0 0.0% Q2 2026 Aug 13, 2026
Nemes Rush Group LLC History No change 12,365 1,180 0.1% 0.1% 495 0 0.0% Q2 2026 Aug 14, 2026
Venturi Wealth Management, LLC History No change 12,359 1,179 0.05% 0.05% 496 0 0.0% Q2 2026 Jul 20, 2026
RKL Wealth Management LLC History No change 12,353 1,178 0.09% 0.09% 497 0 0.0% Q2 2026 Aug 10, 2026
Cushing Capital Partners, LLC History No change 12,313 1,175 0.81% 0.81% 498 0 0.0% Q2 2026 Jul 29, 2026
NBT BANK, N.A. History No change 12,280 1,172 0.08% 0.08% 499 0 0.0% Q2 2026 Jul 29, 2026
Columbia River Financial Group, LLC History No change 12,096 1,154 0.62% 0.62% 500 0 0.0% Q2 2026 Aug 13, 2026
VERITY Wealth Advisors History No change 12,028 1,147 0.69% 0.69% 501 0 0.0% Q2 2026 Jul 16, 2026
Aspen Wealth Management LLC History No change 11,938 1,139 0.19% 0.19% 502 0 0.0% Q2 2026 Jul 31, 2026
MAYPORT, LLC History No change 11,908 1,136 0.18% 0.18% 503 0 0.0% Q2 2026 Aug 07, 2026
Capstone Wealth Management, LLC History No change 11,897 1,135 0.53% 0.53% 504 0 0.0% Q2 2026 Jul 23, 2026
Stirlingshire Investments, Inc. History No change 11,787 1,124 0.83% 0.83% 505 0 0.0% Q2 2026 Jul 31, 2026
CGN Advisors LLC History No change 11,752 1,121 0.08% 0.08% 506 0 0.0% Q2 2026 Jul 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 11,700 1,116 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 10, 2026
NorthRock Partners, LLC History No change 11,644 1,111 0.02% 0.02% 508 0 0.0% Q2 2026 Aug 11, 2026
Hilltop Partners LLC History No change 11,583 1,105 0.27% 0.27% 509 0 0.0% Q2 2026 Aug 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 11,508 1,100 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 06, 2026
Ally Invest Advisors Inc. History No change 11,446 1,092 0.07% 0.07% 511 0 0.0% Q2 2026 Aug 13, 2026
HORAN Wealth, LLC History No change 11,389 1,086 0.14% 0.14% 512 0 0.0% Q2 2026 Aug 26, 2026
Broadview Financial Management, LLC History No change 11,368 1,084 0.66% 0.66% 513 0 0.0% Q2 2026 Aug 12, 2026
GKV Capital Management Co., Inc. History No change 11,324 1,080 0.35% 0.35% 514 0 0.0% Q2 2026 Jul 23, 2026
TAGStone Capital, Inc. History No change 11,191 1,068 0.34% 0.34% 515 0 0.0% Q2 2026 Aug 11, 2026
Inman Jager Wealth Management, LLC History No change 11,179 1,066 0.57% 0.57% 516 0 0.0% Q2 2026 Aug 07, 2026
Life Planning Partners, Inc History No change 11,061 1,055 0.78% 0.78% 517 0 0.0% Q2 2026 Jul 21, 2026
PKS Advisory Services, LLC History No change 11,046 1,054 0.17% 0.17% 518 0 0.0% Q2 2026 Aug 04, 2026
Sightline Wealth Advisors, LLC History No change 11,007 1,050 0.38% 0.38% 519 0 0.0% Q2 2026 Jul 22, 2026
SeaCrest Wealth Management, LLC History No change 10,985 1,048 0.12% 0.12% 520 0 0.0% Q2 2026 Jul 09, 2026
WEDBUSH SECURITIES INC History No change 10,934 1,044 0.03% 0.03% 521 0 0.0% Q2 2026 Jul 28, 2026
BAILARD, INC. History No change 10,781 1,028 0.02% 0.02% 522 0 0.0% Q2 2026 Jul 30, 2026
Meridian Wealth Management, LLC History No change 10,709 1,022 0.03% 0.03% 523 0 0.0% Q2 2026 Aug 05, 2026
Wedmont Private Capital History No change 10,662 1,015 0.03% 0.03% 524 0 0.0% Q2 2026 Jul 13, 2026
MorganRosel Wealth Management, LLC History No change 10,610 1,012 0.34% 0.34% 525 0 0.0% Q2 2026 Aug 14, 2026
KDT Advisors, LLC History No change 10,590 1,010 1.4% 1.4% 526 0 0.0% Q2 2026 Jul 31, 2026
SWS Partners History No change 10,376 990 0.21% 0.21% 527 0 0.0% Q2 2026 Aug 03, 2026
FSM Wealth Advisors, LLC History No change 10,311 984 0.1% 0.1% 528 0 0.0% Q2 2026 Jul 15, 2026
Michels Family Financial, LLC History No change 10,266 979 0.63% 0.63% 529 0 0.0% Q2 2026 Aug 14, 2026
Financial Council, LLC History No change 10,224 975 0.32% 0.32% 530 0 0.0% Q2 2026 Aug 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 10,217 975 0.05% 0.05% 531 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 10,122 966 0.04% 0.04% 532 0 0.0% Q2 2026 Aug 20, 2026
SilverOak Wealth Management LLC History No change 10,130 966 0.12% 0.12% 533 0 0.0% Q2 2026 Jul 29, 2026
Brady Martz Wealth Solutions, LLC History No change 10,085 962 0.15% 0.15% 534 0 0.0% Q2 2026 Jul 23, 2026
Investment Advisory Group, LLC History No change 10,062 960 0.21% 0.21% 535 0 0.0% Q2 2026 Aug 06, 2026
RBF Capital, LLC History No change 10,000 954 0.04% 0.04% 536 0 0.0% Q2 2026 Aug 14, 2026
Squire Investment Management Company, LLC History No change 9,995 953 0.23% 0.23% 537 0 0.0% Q2 2026 Jul 28, 2026
Integrity Advisory Solutions, LLC History No change 9,970 951 0.1% 0.1% 538 0 0.0% Q2 2026 Jul 31, 2026
Greenline Partners, LLC History No change 9,930 947 0.1% 0.1% 539 0 0.0% Q2 2026 Aug 14, 2026
DecisionMap Wealth Management, LLC History No change 9,809 936 0.52% 0.52% 540 0 0.0% Q2 2026 Jul 21, 2026
Daybright Advisory Services, Inc. History No change 9,865 932 0.22% 0.22% 541 0 0.0% Q2 2026 Aug 04, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 9,758 931 0.14% 0.14% 542 0 0.0% Q2 2026 Jul 30, 2026
Brand Asset Management Group, Inc. History No change 9,685 924 0.2% 0.2% 543 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 9,668 922 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 9,665 922 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 07, 2026
Boston Standard Wealth Management, LLC History Reduced 9,636 915 0.13% 0.13% 546 -1 -0.01% Q3 2026 Oct 07, 2026
Adams Wealth Management History No change 9,525 909 0.17% 0.17% 547 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 9,525 909 0.15% 0.15% 548 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 9,462 903 0.01% 0.01% 549 0 0.0% Q2 2026 Jul 21, 2026
Stokes Family Office, LLC History No change 9,443 901 0.11% 0.11% 550 0 0.0% Q2 2026 Aug 11, 2026
PFG Advisors History No change 9,382 895 0.05% 0.05% 551 0 0.0% Q2 2026 Jul 16, 2026
Clare Market Investments LLC History No change 9,355 892 0.16% 0.16% 552 0 0.0% Q2 2026 Jul 27, 2026
Naviter Wealth, LLC History No change 9,312 888 0.08% 0.08% 553 0 0.0% Q2 2026 Aug 07, 2026
Legacies Wealth LLC History No change 9,271 884 0.48% 0.48% 554 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Trust, LLC History No change 9,253 883 0.12% 0.12% 555 0 0.0% Q2 2026 Aug 06, 2026
Integrity Wealth Solutions LLC History No change 9,232 881 0.33% 0.33% 556 0 0.0% Q2 2026 Jul 30, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 9,158 874 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 11, 2026
DMC Group, LLC History No change 9,000 858 0.59% 0.59% 558 0 0.0% Q2 2026 Jul 28, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 8,995 858 0.21% 0.21% 559 0 0.0% Q2 2026 Jul 28, 2026
Platform Wealth Management, LLC History No change 8,980 857 0.31% 0.31% 560 0 0.0% Q2 2026 Aug 10, 2026
Snider Financial Group History No change 8,874 846 0.22% 0.22% 561 0 0.0% Q2 2026 Jul 14, 2026
PRIVATE TRUST CO NA History No change 8,842 843 0.07% 0.07% 562 0 0.0% Q2 2026 Jul 28, 2026
AlTi Global, Inc. History No change 8,817 841 0.02% 0.02% 563 0 0.0% Q2 2026 Aug 05, 2026
Courage Miller Partners, LLC History No change 8,785 838 0.22% 0.22% 564 0 0.0% Q2 2026 Jul 23, 2026
Confluence Wealth Services, Inc. History No change 8,634 823 0.02% 0.02% 565 0 0.0% Q2 2026 Jul 22, 2026
WEALTH EFFECTS LLC History No change 8,590 819 0.22% 0.22% 566 0 0.0% Q2 2026 Aug 06, 2026
CFS Investment Advisory Services, LLC History No change 8,559 810 0.05% 0.05% 567 0 0.0% Q2 2026 Jul 16, 2026
LJI Wealth Management, LLC History No change 8,439 805 0.11% 0.11% 568 0 0.0% Q2 2026 Jul 31, 2026
Icon Wealth Advisors, LLC History No change 8,426 804 0.05% 0.05% 569 0 0.0% Q2 2026 Aug 05, 2026
Evanson Financial, LLC History No change 8,432 804 0.04% 0.04% 570 0 0.0% Q2 2026 Jul 07, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 8,352 797 0.21% 0.21% 571 0 0.0% Q2 2026 Jul 09, 2026
Cherry Tree Wealth Management, LLC History No change 8,317 793 0.15% 0.15% 572 0 0.0% Q2 2026 Sep 15, 2026
Equity Wealth Partners, LLC History No change 8,295 791 0.28% 0.28% 573 0 0.0% Q2 2026 Jul 27, 2026
UNIQUE WEALTH, LLC History No change 8,275 789 0.09% 0.09% 574 0 0.0% Q2 2026 Jul 21, 2026
Ballast Financial Advisors LLC History No change 8,257 788 0.71% 0.71% 575 0 0.0% Q2 2026 Aug 13, 2026
Pine Valley Investments Ltd Liability Co History No change 8,254 787 0.03% 0.03% 576 0 0.0% Q2 2026 Jul 24, 2026
HUNTINGTON NATIONAL BANK History No change 8,216 784 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 13, 2026
Fermata Advisors, LLC History No change 8,187 781 0.16% 0.16% 578 0 0.0% Q2 2026 Jul 07, 2026
Sigma Planning Corp History No change 8,083 771 0.02% 0.02% 579 0 0.0% Q2 2026 Aug 07, 2026
ARS Investment Partners, LLC History No change 8,065 769 0.03% 0.03% 580 0 0.0% Q2 2026 Jul 09, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 8,000 763 0.17% 0.17% 581 0 0.0% Q2 2026 Aug 07, 2026
J.E. Simmons & Co., P.C. History No change 7,955 759 0.43% 0.43% 582 0 0.0% Q2 2026 Jul 15, 2026
CAHILL FINANCIAL ADVISORS INC History No change 7,939 757 0.07% 0.07% 583 0 0.0% Q2 2026 Aug 11, 2026
Biltmore Family Office, LLC History No change 7,908 754 0.1% 0.1% 584 0 0.0% Q2 2026 Aug 12, 2026
Sara-Bay Financial History No change 7,887 752 0.2% 0.2% 585 0 0.0% Q2 2026 Jul 17, 2026
Cassilly Financial Group LLC History No change 7,733 734 0.49% 0.54% 586 0 0.0% Q3 2026 Oct 07, 2026
Venture Visionary Partners LLC History Reduced 7,621 723 0.02% 0.02% 588 -100 -1.3% Q3 2026 Oct 07, 2026
Columbus Macro, LLC History No change 7,578 723 0.07% 0.07% 587 0 0.0% Q2 2026 Jul 22, 2026
Valeo Financial Advisors, LLC History No change 7,535 719 0.02% 0.02% 589 0 0.0% Q2 2026 Jul 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 7,458 712 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 7,377 704 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 11, 2026
Bouvel Investment Partners, LLC History No change 7,326 699 0.16% 0.16% 592 0 0.0% Q2 2026 Jul 17, 2026
STAR Financial Bank History No change 7,308 697 0.28% 0.28% 593 0 0.0% Q2 2026 Aug 07, 2026
Mayflower Financial Advisors, LLC History No change 7,288 695 0.06% 0.06% 594 0 0.0% Q2 2026 Jul 09, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 7,274 694 0.05% 0.05% 595 0 0.0% Q2 2026 Jul 24, 2026
Pallas Capital Advisors LLC History No change 7,233 690 0.02% 0.02% 596 0 0.0% Q2 2026 Aug 07, 2026
Essential Planning, LLC. History No change 7,214 688 0.19% 0.19% 597 0 0.0% Q2 2026 Aug 03, 2026
Madison Park Capital Advisors, LLC History No change 7,195 686 0.49% 0.49% 598 0 0.0% Q2 2026 Jul 07, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 7,173 684 0.18% 0.18% 599 0 0.0% Q2 2026 Jul 13, 2026
Karras Company, Inc. History No change 7,176 684 0.62% 0.62% 600 0 0.0% Q2 2026 Jul 23, 2026
WATERSHED PRIVATE WEALTH LLC History No change 7,157 683 0.19% 0.19% 601 0 0.0% Q2 2026 Jul 17, 2026
TRUEFG, LLC History No change 7,069 674 0.16% 0.16% 602 0 0.0% Q2 2026 Jul 16, 2026
TRUE BLUE FINANCIAL, LLC History No change 7,006 668 0.28% 0.28% 603 0 0.0% Q2 2026 Jul 17, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 6,980 666 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 15, 2026
Signal Advisors Wealth, LLC History No change 6,923 660 0.03% 0.03% 605 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 6,865 655 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 20, 2026
Legacy Advisors, LLC History No change 6,810 649 0.06% 0.06% 607 0 0.0% Q2 2026 Jul 24, 2026
Hoxton Planning & Management, LLC History No change 6,756 644 0.17% 0.17% 608 0 0.0% Q2 2026 Jul 16, 2026
Atlas Private Wealth Advisors History No change 6,740 643 0.14% 0.14% 609 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,730 642 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 6,693 638 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 13, 2026
KOM Wealth Management Group, LLC History No change 6,541 624 0.38% 0.38% 612 0 0.0% Q2 2026 Jul 23, 2026
Sound Stewardship, LLC History No change 6,540 624 0.26% 0.26% 613 0 0.0% Q2 2026 Jul 13, 2026
Vantus Wealth LLC History No change 6,481 618 0.33% 0.33% 614 0 0.0% Q2 2026 Aug 07, 2026
HighPoint Advisor Group LLC History No change 6,465 617 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 05, 2026
William Mack & Associates, Inc. History No change 6,327 603 0.21% 0.21% 616 0 0.0% Q2 2026 Jul 10, 2026
Traynor Capital Management, Inc. History No change 6,303 601 0.03% 0.03% 617 0 0.0% Q2 2026 Jul 22, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 6,276 598 0.1% 0.1% 618 0 0.0% Q2 2026 Jul 14, 2026
OpenArc Corporate Advisory, LLC History No change 6,264 597 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 05, 2026
Verdence Capital Advisors LLC History No change 6,210 592 0.03% 0.03% 620 0 0.0% Q2 2026 Jul 29, 2026
Kestra Investment Management, LLC History No change 6,162 588 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 6,115 583 0.03% 0.03% 622 0 0.0% Q2 2026 Jul 23, 2026
Ashton Thomas Private Wealth, LLC History No change 6,117 583 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 29, 2026
Benchmark Financial Wealth Advisors, LLC History No change 6,093 581 0.14% 0.14% 624 0 0.0% Q2 2026 Jul 17, 2026
Merit Financial Group, LLC History No change 6,069 579 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 20, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 6,072 579 0.21% 0.21% 626 0 0.0% Q2 2026 Aug 11, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 6,029 575 0.07% 0.07% 627 0 0.0% Q2 2026 Aug 10, 2026
Aegis Wealth Management LLC History No change 6,000 572 0.27% 0.27% 628 0 0.0% Q2 2026 Aug 07, 2026
Regal Investment Advisors LLC History No change 5,961 568 0.03% 0.03% 629 0 0.0% Q2 2026 Aug 14, 2026
Sovereign Financial Group, Inc. History No change 5,946 567 0.09% 0.09% 630 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 5,860 559 0.06% 0.06% 631 0 0.0% Q2 2026 Jul 10, 2026
Private Capital Management, LLC History No change 5,840 557 0.05% 0.05% 632 0 0.0% Q2 2026 Aug 14, 2026
Fairway Wealth LLC History No change 5,839 557 0.13% 0.13% 633 0 0.0% Q2 2026 Jul 24, 2026
ZEGA Investments, LLC History No change 5,816 555 0.06% 0.06% 634 0 0.0% Q2 2026 Jul 31, 2026
TECTONIC ADVISORS LLC History No change 5,802 553 0.03% 0.03% 635 0 0.0% Q2 2026 Jul 15, 2026
Glenview Trust Co History No change 5,794 552 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 18, 2026
Selective Wealth Management, Inc. History No change 5,930 552 0.14% 0.14% 637 0 0.0% Q2 2026 Jul 20, 2026
Indivisible Partners History No change 5,781 551 0.03% 0.03% 638 0 0.0% Q2 2026 Aug 04, 2026
Urban Wealth Management, LLC History No change 5,771 550 0.48% 0.48% 639 0 0.0% Q2 2026 Jul 23, 2026
Beirne Wealth Consulting Services, LLC History No change 5,755 549 0.11% 0.11% 640 0 0.0% Q2 2026 Jul 15, 2026
MBL Wealth, LLC History No change 5,733 547 0.04% 0.04% 641 0 0.0% Q2 2026 Jul 15, 2026
Sharper & Granite LLC History No change 5,736 547 0.17% 0.17% 642 0 0.0% Q2 2026 Jul 16, 2026
RPG Investment Advisory, LLC History No change 5,718 545 0.06% 0.06% 643 0 0.0% Q2 2026 Aug 04, 2026
Valpey Financial Services, LLC History No change 5,711 545 0.32% 0.32% 644 0 0.0% Q2 2026 Aug 11, 2026
Ausdal Financial Partners, Inc. History No change 5,696 543 0.02% 0.02% 645 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 5,689 543 0.02% 0.02% 646 0 0.0% Q2 2026 Aug 10, 2026
ROMANO BROTHERS AND COMPANY History No change 5,638 538 0.05% 0.05% 647 0 0.0% Q2 2026 Jul 21, 2026
UNIVEST FINANCIAL Corp History No change 5,626 536 0.03% 0.03% 648 0 0.0% Q2 2026 Aug 07, 2026
BURLING WEALTH PARTNERS, LLC History No change 5,624 536 0.08% 0.08% 649 0 0.0% Q2 2026 Aug 04, 2026
Advisor Resource Council History No change 5,512 530 0.15% 0.15% 650 0 0.0% Q2 2026 Jul 28, 2026
Westmount Partners, LLC History No change 5,563 530 0.12% 0.12% 651 0 0.0% Q2 2026 Jul 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,530 527 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 13, 2026
Facet Wealth, Inc. History No change 5,521 526 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 27, 2026
Strathmore Capital Advisors, Inc. History No change 5,574 526 0.14% 0.14% 654 0 0.0% Q2 2026 Aug 10, 2026
Portside Wealth Group, LLC History No change 5,482 523 0.06% 0.06% 655 0 0.0% Q2 2026 Jul 14, 2026
Wealth Management Associates, Inc. History No change 5,449 520 0.14% 0.14% 656 0 0.0% Q2 2026 Jul 21, 2026
WOLFF WIESE MAGANA LLC History No change 5,439 519 0.24% 0.24% 657 0 0.0% Q2 2026 Jul 13, 2026
NOVUS ADVISORS, LLC History No change 5,422 517 1.08% 1.08% 658 0 0.0% Q2 2026 Jul 27, 2026
55 North Private Wealth, LLC History No change 5,424 517 0.1% 0.1% 659 0 0.0% Q2 2026 Jul 07, 2026
Linscomb Wealth, Inc. History No change 5,414 516 0.02% 0.02% 660 0 0.0% Q2 2026 Jul 31, 2026
Continuum Advisory, LLC History No change 5,408 516 0.04% 0.04% 661 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 5,463 515 0.03% 0.03% 662 0 0.0% Q2 2026 Jul 22, 2026
Thrive Wealth Management, LLC History No change 5,390 514 0.07% 0.07% 663 0 0.0% Q2 2026 Jul 07, 2026
Good Harbor Advisors, Inc. History No change 5,387 514 0.5% 0.5% 664 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 5,416 513 0.02% 0.02% 665 0 0.0% Q2 2026 Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 5,358 511 0.04% 0.04% 666 0 0.0% Q2 2026 Jul 07, 2026
Pure Financial Advisors, LLC History No change 5,362 511 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 5,361 511 0.02% 0.02% 668 0 0.0% Q2 2026 Aug 10, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 5,279 510 0.4% 0.4% 669 0 0.0% Q2 2026 Aug 13, 2026
Summit Wealth Group, LLC History No change 5,319 507 0.1% 0.1% 670 0 0.0% Q2 2026 Aug 04, 2026
WEALTH ALLIANCE, LLC History No change 5,269 502 0.04% 0.04% 671 0 0.0% Q2 2026 Aug 11, 2026
Raleigh Capital Management Inc. History No change 5,270 502 0.16% 0.16% 672 0 0.0% Q2 2026 Jul 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 5,242 500 0.02% 0.02% 673 0 0.0% Q2 2026 Aug 14, 2026
AAF Wealth Management, LLC History No change 5,236 499 0.18% 0.18% 674 0 0.0% Q2 2026 Jul 17, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 5,206 496 0.03% 0.03% 675 0 0.0% Q2 2026 Aug 07, 2026
Everstar Asset Management, LLC History No change 5,187 495 0.24% 0.24% 676 0 0.0% Q2 2026 Aug 03, 2026
Liberty Capital Management, Inc. History No change 5,159 492 0.08% 0.08% 677 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Wealth Management Group, Inc. History No change 5,150 491 0.23% 0.23% 678 0 0.0% Q2 2026 Jul 15, 2026
Financial Engines Advisors L.L.C. History No change 5,144 490 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 5,125 489 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 5,126 489 0.03% 0.03% 681 0 0.0% Q2 2026 Jul 27, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 5,042 487 0.29% 0.29% 682 0 0.0% Q2 2026 Aug 07, 2026
Obermeyer Wealth Partners History No change 5,092 485 0.02% 0.02% 683 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 5,084 485 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 5,040 481 0.04% 0.04% 685 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 5,223 480 0.04% 0.04% 686 0 0.0% Q2 2026 Jul 29, 2026
Aspiring Ventures, LLC History No change 5,000 477 0.12% 0.12% 687 0 0.0% Q2 2026 Aug 05, 2026
Next Capital Management LLC History No change 4,962 473 0.13% 0.13% 688 0 0.0% Q2 2026 Aug 03, 2026
COGENT STRATEGIC WEALTH LLC History No change 4,963 473 0.45% 0.45% 689 0 0.0% Q2 2026 Aug 11, 2026
DAGCO, INC. History No change 4,947 472 0.09% 0.09% 690 0 0.0% Q2 2026 Jul 10, 2026
Tenon Financial LLC History No change 4,925 470 0.15% 0.15% 691 0 0.0% Q2 2026 Jul 24, 2026
KWB Wealth History No change 4,910 468 0.04% 0.04% 692 0 0.0% Q2 2026 Jul 10, 2026
Bison Wealth, LLC History No change 4,800 461 0.04% 0.04% 693 0 0.0% Q2 2026 Jul 07, 2026
Planning Center, Inc. History No change 4,822 460 0.04% 0.04% 694 0 0.0% Q2 2026 Jul 29, 2026
Modera Wealth Management, LLC History No change 4,815 459 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 03, 2026
B. Riley Wealth Advisors, Inc. History No change 4,825 457 0.02% 0.02% 696 0 0.0% Q2 2026 Jul 14, 2026
Strid Group, LLC History No change 4,716 450 0.05% 0.05% 697 0 0.0% Q2 2026 Jul 23, 2026
Spectrum Strategic Capital Management, LLC History No change 4,663 445 0.22% 0.22% 698 0 0.0% Q2 2026 Aug 14, 2026
PUREfi Wealth, LLC History No change 4,643 443 0.24% 0.24% 699 0 0.0% Q2 2026 Jul 27, 2026
Advisor OS, LLC History No change 4,638 442 0.03% 0.03% 700 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 4,639 442 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 11, 2026
HOWE & RUSLING INC History No change 4,609 439 0.03% 0.03% 702 0 0.0% Q2 2026 Aug 10, 2026
Tranquility Partners, LLC History No change 4,609 439 0.15% 0.15% 703 0 0.0% Q2 2026 Jul 23, 2026
ForthRight Wealth Management, LLC History No change 4,591 438 0.11% 0.11% 704 0 0.0% Q2 2026 Aug 07, 2026
TFC Financial Management, Inc. History No change 4,586 437 0.05% 0.05% 705 0 0.0% Q2 2026 Jul 23, 2026
Wealthcare Capital Partners, LLC History No change 4,582 437 0.18% 0.18% 706 0 0.0% Q2 2026 Jul 09, 2026
BlackDiamond Wealth Management, LLC History No change 4,472 433 0.17% 0.17% 707 0 0.0% Q2 2026 Aug 11, 2026
AlphaStar Capital Management, LLC History No change 4,520 431 0.03% 0.03% 708 0 0.0% Q2 2026 Jul 30, 2026
Sage Mountain Advisors LLC History No change 4,506 430 0.03% 0.03% 709 0 0.0% Q2 2026 Aug 05, 2026
Accredited Investors Inc. History No change 4,490 428 0.02% 0.02% 710 0 0.0% Q2 2026 Jul 21, 2026
Intelligence Driven Advisers, LLC History No change 4,484 427 0.07% 0.07% 711 0 0.0% Q2 2026 Aug 06, 2026
Riverbend Wealth Management, LLC History No change 4,476 427 0.21% 0.21% 712 0 0.0% Q2 2026 Jul 22, 2026
Able Wealth Management LLC History No change 4,472 426 0.1% 0.1% 713 0 0.0% Q2 2026 Jul 29, 2026
Claro Advisors Inc. History No change 4,448 424 0.04% 0.04% 714 0 0.0% Q2 2026 Jul 30, 2026
True North Advisors, LLC History No change 4,441 423 0.04% 0.04% 715 0 0.0% Q2 2026 Jul 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 4,389 418 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 14, 2026
Colorado Capital Management, Inc. History No change 4,364 417 0.14% 0.14% 717 0 0.0% Q2 2026 Jul 08, 2026
Quotient Wealth Partners, LLC History No change 4,363 416 0.01% 0.01% 718 0 0.0% Q2 2026 Aug 03, 2026
M3 Advisory Group, LLC History No change 4,361 416 0.22% 0.22% 719 0 0.0% Q2 2026 Jul 24, 2026
Vision Retirement, LLC History No change 4,366 416 0.1% 0.1% 720 0 0.0% Q2 2026 Jul 21, 2026
Marex Group Ltd History No change 4,352 415 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 14, 2026
McGlone Suttner Wealth Management, Inc. History No change 4,334 413 0.05% 0.05% 722 0 0.0% Q2 2026 Jul 21, 2026
waypoint wealth counsel History No change 4,314 411 0.26% 0.26% 723 0 0.0% Q2 2026 Aug 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 4,301 410 0.06% 0.06% 724 0 0.0% Q2 2026 Jul 21, 2026
CIBC Bancorp USA Inc. History No change 4,275 408 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 13, 2026
JDH Wealth Management, LLC History No change 4,283 408 0.25% 0.25% 726 0 0.0% Q2 2026 Jul 22, 2026
MJP ASSOCIATES INC /ADV History No change 4,255 406 0.04% 0.04% 727 0 0.0% Q2 2026 Aug 11, 2026
Ballentine Partners, LLC History No change 4,252 405 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 17, 2026
Curi Capital, LLC History No change 4,223 403 0.01% 0.01% 729 0 0.0% Q2 2026 Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,183 399 0.08% 0.08% 730 0 0.0% Q2 2026 Aug 06, 2026
BIP Wealth, LLC History No change 4,165 397 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 03, 2026
STEPHENS INC /AR/ History No change 4,154 396 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 29, 2026
CoreCap Advisors, LLC History No change 4,156 396 0.01% 0.01% 733 0 0.0% Q2 2026 Jul 06, 2026
DUNCKER STREETT & CO INC History No change 4,143 395 0.07% 0.07% 734 0 0.0% Q2 2026 Jul 28, 2026
CALTON & ASSOCIATES, INC. History No change 4,123 393 0.06% 0.06% 735 0 0.0% Q2 2026 Aug 10, 2026
Roof Eidam Maycock Peralta, LLC History No change 4,121 393 0.08% 0.08% 736 0 0.0% Q2 2026 Jul 24, 2026
May Hill Capital, LLC History No change 4,105 391 0.08% 0.08% 737 0 0.0% Q2 2026 Aug 07, 2026
TPG Advisors LLC History No change 4,076 388 0.21% 0.21% 738 0 0.0% Q2 2026 Jul 29, 2026
Beckerman Institutional, LLC History No change 4,074 388 0.18% 0.18% 739 0 0.0% Q2 2026 Aug 11, 2026
LFG Wealth Partners, LLC History No change 4,045 386 0.18% 0.18% 740 0 0.0% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History No change 4,032 384 0.03% 0.03% 741 0 0.0% Q2 2026 Jul 21, 2026
Evernest Financial Advisors, LLC History No change 4,014 383 0.08% 0.08% 742 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 3,988 380 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 06, 2026
Impact Partnership Wealth, LLC History No change 3,991 380 0.04% 0.04% 744 0 0.0% Q2 2026 Jul 29, 2026
BIRCHBROOK, INC. History No change 3,987 380 0.18% 0.18% 745 0 0.0% Q2 2026 Jul 08, 2026
REGIONS FINANCIAL CORP History No change 3,972 379 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 10, 2026
GDS Wealth Management History No change 3,978 379 0.02% 0.02% 747 0 0.0% Q2 2026 Aug 13, 2026
Spartan Wealth Advisory Services LLC History No change 3,965 378 0.03% 0.03% 748 0 0.0% Q2 2026 Aug 05, 2026
Aspect Partners, LLC History No change 3,957 377 0.14% 0.14% 749 0 0.0% Q2 2026 Jul 16, 2026
RAM Investment Partners, LLC History No change 3,955 377 0.06% 0.06% 750 0 0.0% Q2 2026 Jul 29, 2026
ATLas Financial Planning LLC History No change 3,956 377 0.31% 0.31% 751 0 0.0% Q2 2026 Jul 22, 2026
FSA Advisors, Inc. History No change 3,931 375 0.17% 0.17% 752 0 0.0% Q2 2026 Aug 17, 2026
Capital Investment Advisory Services, LLC History No change 3,908 372 0.02% 0.02% 753 0 0.0% Q2 2026 Jul 23, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 3,900 372 0.06% 0.06% 754 0 0.0% Q2 2026 Aug 07, 2026
American Financial Advisors, LLC History No change 3,890 371 0.04% 0.04% 755 0 0.0% Q2 2026 Jul 14, 2026
Tactive Advisors, LLC History No change 3,894 371 0.09% 0.09% 756 0 0.0% Q2 2026 Jul 08, 2026
Perigon Wealth Management, LLC History No change 3,848 367 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 07, 2026
Summit Investment Advisory Services, LLC History No change 3,848 367 0.09% 0.09% 758 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 3,823 364 0.03% 0.03% 759 0 0.0% Q2 2026 Aug 11, 2026
Security Financial Services, INC. History No change 3,811 363 0.05% 0.05% 760 0 0.0% Q2 2026 Jul 15, 2026
Talon Private Wealth, LLC History No change 3,812 363 0.04% 0.04% 761 0 0.0% Q2 2026 Sep 11, 2026
Kaufman Rossin Wealth, LLC History No change 3,837 363 0.17% 0.17% 762 0 0.0% Q2 2026 Jul 16, 2026
SIMA Wealth Partners, LLC History No change 3,800 362 0.26% 0.26% 763 0 0.0% Q2 2026 Jul 28, 2026
CENTRAL TRUST Co History No change 3,785 361 0.01% 0.01% 764 0 0.0% Q2 2026 Jul 31, 2026
Main Street Financial Solutions, LLC History No change 3,783 361 0.02% 0.02% 765 0 0.0% Q2 2026 Aug 07, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 4,350 360 0.09% 0.09% 766 0 0.0% Q2 2026 Aug 14, 2026
Financial Architects, LLC History No change 3,770 359 0.17% 0.17% 767 0 0.0% Q2 2026 Jul 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,761 358 0.02% 0.02% 768 0 0.0% Q2 2026 Aug 04, 2026
ENZI WEALTH History No change 3,793 358 0.11% 0.11% 769 0 0.0% Q2 2026 Jul 15, 2026
Rossby Financial, LCC History No change 3,738 356 0.07% 0.07% 770 0 0.0% Q2 2026 Aug 04, 2026
Blue Water Asset Management History No change 3,723 355 0.11% 0.11% 771 0 0.0% Q2 2026 Aug 03, 2026
Capital Advisors, Ltd. LLC History No change 3,698 353 0.04% 0.04% 772 0 0.0% Q2 2026 Jul 16, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 3,704 353 0.12% 0.12% 773 0 0.0% Q2 2026 Jul 16, 2026
Strategic Investment Solutions, Inc. /IL History No change 3,658 349 0.08% 0.08% 774 0 0.0% Q2 2026 Jul 08, 2026
Keystone Financial Group History No change 3,613 344 0.02% 0.02% 775 0 0.0% Q2 2026 Jul 29, 2026
Total Clarity Wealth Management, Inc. History No change 3,548 338 0.07% 0.07% 776 0 0.0% Q2 2026 Jul 23, 2026
BlueStem Wealth Partners, LLC History No change 3,548 338 0.03% 0.03% 777 0 0.0% Q2 2026 Aug 11, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 3,492 333 0.15% 0.15% 778 0 0.0% Q2 2026 Jul 09, 2026
CVFG LLC History No change 3,492 333 0.03% 0.03% 779 0 0.0% Q2 2026 Aug 11, 2026
Alpine Global Management, LLC History No change 3,483 332 0.05% 0.05% 780 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 3,479 332 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 14, 2026
LIBRA WEALTH LLC History No change 3,485 332 0.08% 0.08% 782 0 0.0% Q2 2026 Aug 06, 2026
Park State Asset Management History No change 3,465 330 0.32% 0.32% 783 0 0.0% Q2 2026 Aug 07, 2026
COOPER/HAIMS ADVISORS, LLC History No change 3,402 324 0.14% 0.14% 784 0 0.0% Q2 2026 Aug 14, 2026
Bravias Capital Group, LLC History No change 3,367 321 0.19% 0.19% 785 0 0.0% Q2 2026 Jul 30, 2026
Princeton Global Asset Management LLC History No change 3,336 318 0.05% 0.05% 786 0 0.0% Q2 2026 Jul 16, 2026
Apella Capital, LLC History No change 3,358 317 0.0% 0.0% 787 0 0.0% Q2 2026 Jul 08, 2026
Beacon Financial Advisory LLC History No change 3,309 315 0.06% 0.06% 788 0 0.0% Q2 2026 Aug 05, 2026
First Heartland Consultants, Inc. History No change 3,285 313 0.02% 0.02% 789 0 0.0% Q2 2026 Jul 08, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,254 310 0.03% 0.03% 790 0 0.0% Q2 2026 Jul 07, 2026
Williams Jones Wealth Management, LLC. History No change 3,240 309 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 05, 2026
Dorsey & Whitney Trust CO LLC History No change 3,236 308 0.02% 0.02% 792 0 0.0% Q2 2026 Aug 14, 2026
Seascape Capital Management History No change 3,217 307 0.07% 0.07% 793 0 0.0% Q2 2026 Jul 21, 2026
Atomic Invest LLC History No change 3,246 307 0.03% 0.03% 794 0 0.0% Q2 2026 Sep 25, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 3,213 306 0.01% 0.01% 795 0 0.0% Q2 2026 Jul 28, 2026
Helium Advisors LLC History No change 3,196 305 0.25% 0.25% 796 0 0.0% Q2 2026 Aug 11, 2026
Stratos Investment Management, LLC History No change 3,174 303 0.01% 0.01% 797 0 0.0% Q2 2026 Aug 11, 2026
Certified Advisory Corp History No change 3,180 303 0.02% 0.02% 798 0 0.0% Q2 2026 Jul 16, 2026
DAVENPORT & Co LLC History No change 3,170 302 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 13, 2026
Sonoma Private Wealth LLC History No change 3,140 299 0.32% 0.32% 800 0 0.0% Q2 2026 Aug 14, 2026
TritonPoint Partners, LLC History No change 3,141 299 0.02% 0.02% 801 0 0.0% Q2 2026 Aug 13, 2026
Beacon Bank & Trust History No change 3,127 298 0.06% 0.06% 802 0 0.0% Q2 2026 Aug 03, 2026
SAPIENT CAPITAL LLC History No change 3,130 298 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 09, 2026
Rialto Wealth Management, LLC History No change 3,132 298 0.06% 0.06% 804 0 0.0% Q2 2026 Aug 11, 2026
Veracity Capital LLC History No change 3,110 296 0.08% 0.08% 805 0 0.0% Q2 2026 Jul 10, 2026
Dakota Wealth Management History No change 3,087 294 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 07, 2026
Drucker Wealth 3.0, LLC History No change 3,085 294 0.05% 0.05% 807 0 0.0% Q2 2026 Jul 13, 2026
TCI Wealth Advisors, Inc. History No change 3,065 292 0.01% 0.01% 808 0 0.0% Q2 2026 Jul 29, 2026
Conservest Capital Advisors, Inc. History No change 3,041 290 0.02% 0.02% 809 0 0.0% Q2 2026 Jul 22, 2026
LEE DANNER & BASS INC History No change 3,035 289 0.02% 0.02% 810 0 0.0% Q2 2026 Jul 21, 2026
SHUFRO ROSE & CO LLC History No change 3,025 288 0.02% 0.02% 811 0 0.0% Q2 2026 Aug 12, 2026
Lakeshore Financial Planning, Inc. History No change 3,024 288 0.09% 0.09% 812 0 0.0% Q2 2026 Jul 13, 2026
Sanchez Levi Garrett History No change 3,022 288 0.16% 0.16% 813 0 0.0% Q2 2026 Aug 14, 2026
MEANS INVESTMENT CO., INC. History No change 3,016 287 0.02% 0.02% 814 0 0.0% Q2 2026 Aug 14, 2026
Marshall Financial Group, LLC History No change 3,008 287 0.04% 0.04% 815 0 0.0% Q2 2026 Jul 17, 2026
Red Mountain Financial, LLC History No change 2,998 286 0.24% 0.24% 816 0 0.0% Q2 2026 Jul 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,000 286 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 24, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,992 285 0.08% 0.08% 818 0 0.0% Q2 2026 Jul 30, 2026
LPWM LLC History No change 2,987 285 0.06% 0.06% 819 0 0.0% Q2 2026 Jul 24, 2026
Cooper Financial Group History Added to 2,972 282 0.02% 0.02% 820 +62 2.13% Q3 2026 Oct 07, 2026
Hobbs Group Advisors, LLC History No change 2,951 281 0.07% 0.07% 821 0 0.0% Q2 2026 Aug 13, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 2,945 281 0.11% 0.11% 822 0 0.0% Q2 2026 Jul 28, 2026
Kovack Advisors, Inc. History No change 2,958 279 0.01% 0.01% 823 0 0.0% Q2 2026 Jul 28, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,928 279 0.02% 0.02% 824 0 0.0% Q2 2026 Jul 15, 2026
Cape Investment Advisory, Inc. History No change 2,893 276 0.07% 0.07% 825 0 0.0% Q2 2026 Jul 23, 2026
EPG Wealth Management LLC History No change 2,854 272 0.07% 0.07% 826 0 0.0% Q2 2026 Jul 28, 2026
First Fiduciary Investment Counsel, Inc. History No change 2,824 270 0.05% 0.05% 827 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 2,837 270 0.01% 0.01% 828 0 0.0% Q2 2026 Aug 04, 2026
Bedel Financial Consulting, Inc. History No change 2,767 264 0.02% 0.02% 829 0 0.0% Q2 2026 Jul 29, 2026
Magnus Financial Group LLC History No change 2,769 264 0.02% 0.02% 830 0 0.0% Q2 2026 Jul 09, 2026
Polaris Investment Advisors, LLC History No change 2,763 263 0.17% 0.17% 831 0 0.0% Q2 2026 Jul 09, 2026
Capital Advisors Wealth Management, LLC History No change 2,739 261 0.03% 0.03% 832 0 0.0% Q2 2026 Jul 23, 2026
NewEdge Wealth, LLC History No change 2,736 261 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ADVISERS INC History No change 2,729 260 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 13, 2026
Capital Group Private Client Services, Inc. History No change 2,717 259 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 12, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 2,698 257 0.03% 0.03% 836 0 0.0% Q2 2026 Aug 11, 2026
Wellington Shields & Co., LLC History No change 2,670 254 0.06% 0.06% 837 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 2,645 252 0.0% 0.0% 838 0 0.0% Q2 2026 Jul 28, 2026
Invera Wealth Advisors, LLC History No change 2,645 252 0.14% 0.14% 839 0 0.0% Q2 2026 Jul 29, 2026
XTX Topco Ltd History No change 2,630 251 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 14, 2026
CORA CAPITAL ADVISORS LLC History No change 2,632 251 0.07% 0.07% 841 0 0.0% Q2 2026 Jul 24, 2026
RFP Financial Group LLC History No change 2,625 250 0.11% 0.11% 842 0 0.0% Q2 2026 Aug 14, 2026
Wilkins Miller Wealth Management, LLC History No change 2,630 250 0.14% 0.14% 843 0 0.0% Q2 2026 Jul 21, 2026
Inlight Wealth Management, LLC History No change 2,594 247 0.08% 0.08% 844 0 0.0% Q2 2026 Jul 28, 2026
Aaron Wealth Advisors LLC History No change 2,594 247 0.01% 0.01% 845 0 0.0% Q2 2026 Jul 16, 2026
INVESTED ADVISORS History No change 2,578 246 0.22% 0.22% 846 0 0.0% Q2 2026 Aug 04, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 2,828 245 0.03% 0.03% 847 0 0.0% Q2 2026 Aug 05, 2026
Parkway Wealth Management Group, LLC History No change 2,559 244 0.03% 0.03% 848 0 0.0% Q2 2026 Jul 27, 2026
Empower Advisory Group, LLC History No change 2,551 243 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 12, 2026
Meeder Advisory Services, Inc. History No change 2,536 242 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 07, 2026
Embree Financial Group History No change 2,527 241 0.02% 0.02% 851 0 0.0% Q2 2026 Jul 15, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 2,520 240 0.03% 0.03% 852 0 0.0% Q2 2026 Jul 20, 2026
American State Bank (Iowa) History No change 2,525 240 0.1% 0.1% 853 0 0.0% Q2 2026 Jul 09, 2026
Trust Point Inc. History No change 2,514 239 0.02% 0.02% 854 0 0.0% Q2 2026 Jul 08, 2026
National Wealth Management Group, LLC History No change 2,501 238 0.07% 0.07% 855 0 0.0% Q2 2026 Jul 14, 2026
Raab & Moskowitz Asset Management LLC History No change 2,486 237 0.05% 0.05% 856 0 0.0% Q2 2026 Jul 28, 2026
Godfrey Financial Associates, Inc. History No change 2,467 235 0.18% 0.18% 857 0 0.0% Q2 2026 Aug 11, 2026
ELEMENT POINTE ADVISORS, LLC History No change 2,438 232 0.04% 0.04% 858 0 0.0% Q2 2026 Aug 07, 2026
Commonwealth Retirement Investments LLC History No change 2,441 232 0.06% 0.06% 859 0 0.0% Q2 2026 Aug 03, 2026
Christensen, King & Associates Investment Services, Inc. History No change 2,413 230 0.09% 0.09% 860 0 0.0% Q2 2026 Jul 14, 2026
Capital Investment Counsel, LLC History No change 2,411 230 0.03% 0.03% 861 0 0.0% Q2 2026 Jul 15, 2026
IEQ CAPITAL, LLC History No change 2,409 229 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 11, 2026
GREENWOOD GEARHART LLC History No change 2,399 228 0.01% 0.01% 863 0 0.0% Q2 2026 Jul 24, 2026
BridgePort Financial Solutions, LLC History No change 2,396 228 0.06% 0.06% 864 0 0.0% Q2 2026 Jul 24, 2026
Falcon Wealth Planning History No change 2,384 227 0.01% 0.01% 865 0 0.0% Q2 2026 Jul 13, 2026
Abacus Planning Group, Inc. History No change 2,369 226 0.03% 0.03% 866 0 0.0% Q2 2026 Jul 20, 2026
Forza Wealth Management, LLC History No change 2,344 223 0.07% 0.07% 867 0 0.0% Q2 2026 Jul 17, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 2,322 221 0.34% 0.34% 868 0 0.0% Q2 2026 Aug 11, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 2,311 220 0.02% 0.02% 869 0 0.0% Q2 2026 Jul 28, 2026
Alesco Advisors, LLC, An ESL Co History No change 2,265 216 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 05, 2026
Plan Group Financial, LLC History No change 2,270 216 0.04% 0.04% 871 0 0.0% Q2 2026 Aug 03, 2026
Opus Financial Solutions LLC History No change 2,254 215 0.17% 0.17% 872 0 0.0% Q2 2026 Jul 24, 2026
Maridea Wealth Management LLC History No change 2,254 215 0.02% 0.02% 873 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 2,275 214 0.0% 0.0% 874 0 0.0% Q2 2026 Jul 27, 2026
Busey Bank History No change 2,241 213 0.01% 0.01% 875 0 0.0% Q2 2026 Aug 13, 2026
UPTICK PARTNERS, LLC History No change 2,241 213 0.03% 0.03% 876 0 0.0% Q2 2026 Aug 10, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History No change 2,681 213 0.12% 0.12% 877 0 0.0% Q2 2026 Aug 27, 2026
Onyx Bridge Wealth Group LLC History No change 2,224 212 0.02% 0.02% 878 0 0.0% Q2 2026 Jul 23, 2026
Wise Wealth Partners History No change 2,226 212 0.36% 0.36% 879 0 0.0% Q2 2026 Jul 28, 2026
MidFirst Bank History No change 2,225 212 0.02% 0.02% 880 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History No change 2,213 211 0.01% 0.01% 881 0 0.0% Q2 2026 Jul 07, 2026
Klaas Financial Asset Advisors, LLC History No change 2,216 211 0.03% 0.03% 882 0 0.0% Q2 2026 Jul 15, 2026
Holos Integrated Wealth LLC History No change 2,236 211 0.1% 0.1% 883 0 0.0% Q2 2026 Jul 15, 2026
Harbor Group, Inc. History No change 2,196 209 0.02% 0.02% 884 0 0.0% Q2 2026 Jul 22, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 2,180 208 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 14, 2026
Forum Financial Management, LP History No change 2,174 207 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 23, 2026
Accurate Wealth Management, LLC History No change 2,172 206 0.02% 0.02% 887 0 0.0% Q2 2026 Jul 14, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 2,142 204 0.13% 0.13% 888 0 0.0% Q2 2026 Aug 04, 2026
Madrona Financial Services, LLC History No change 2,129 203 0.04% 0.04% 889 0 0.0% Q2 2026 Jul 17, 2026
Larson Financial Group LLC History No change 2,136 203 0.01% 0.01% 890 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 2,117 202 0.0% 0.0% 891 0 0.0% Q2 2026 Aug 14, 2026
Wealthquest Corp History No change 2,123 202 0.01% 0.01% 892 0 0.0% Q2 2026 Jul 23, 2026
Independence Financial Advisors, LLC History No change 2,111 201 0.05% 0.05% 893 0 0.0% Q2 2026 Jul 09, 2026
Tacita Capital Inc History No change 2,101 200 0.11% 0.11% 894 0 0.0% Q2 2026 Aug 10, 2026
Old Mission Investment Co LLC History No change 2,105 200 0.04% 0.04% 895 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 2,053 195 0.03% 0.03% 896 0 0.0% Q2 2026 Jul 24, 2026
CoreFirst Bank & Trust History No change 2,034 194 0.1% 0.1% 897 0 0.0% Q2 2026 Aug 05, 2026
Torren Management, LLC History No change 2,042 194 0.1% 0.1% 898 0 0.0% Q2 2026 Jul 10, 2026
Delos Wealth Advisors, LLC History No change 1,958 186 0.1% 0.1% 899 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 1,929 184 0.08% 0.08% 900 0 0.0% Q2 2026 Aug 13, 2026
DT Investment Partners, LLC History No change 1,888 180 0.01% 0.01% 901 0 0.0% Q2 2026 Jul 27, 2026
Operose Advisors LLC History No change 1,858 177 0.03% 0.03% 902 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 1,785 170 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 1,700 162 0.01% 0.01% 904 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,582 150 0.0% 0.0% 905 0 0.0% Q2 2026 Aug 04, 2026
Glen Eagle Advisors, LLC History No change 1,555 148 0.02% 0.02% 906 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,519 144 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 1,485 141 0.01% 0.01% 908 0 0.0% Q2 2026 Jul 13, 2026
Comprehensive Financial Planning, Inc./PA History No change 1,418 135 0.07% 0.07% 909 0 0.0% Q2 2026 Aug 10, 2026
Addison Advisors LLC History No change 1,393 132 0.06% 0.06% 910 0 0.0% Q2 2026 Aug 10, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,366 130 0.03% 0.03% 911 0 0.0% Q2 2026 Aug 27, 2026
Main Street Group, LTD History No change 1,345 128 0.03% 0.03% 912 0 0.0% Q2 2026 Jul 13, 2026
CVA Family Office, LLC History No change 1,324 126 0.01% 0.01% 913 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,240 118 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,233 117 0.0% 0.0% 915 0 0.0% Q2 2026 Jul 30, 2026
Global Trust Asset Management, LLC History No change 1,196 114 0.04% 0.04% 916 0 0.0% Q2 2026 Aug 03, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,124 107 0.02% 0.02% 917 0 0.0% Q2 2026 Sep 02, 2026
Cornerstone Planning Group LLC History No change 1,094 103 0.01% 0.01% 918 0 0.0% Q2 2026 Jul 29, 2026
ESL Trust Services, LLC History No change 1,057 100 0.02% 0.02% 919 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History No change 1,000 95 0.02% 0.02% 920 0 0.0% Q2 2026 Jul 27, 2026
GHP Investment Advisors, Inc. History No change 991 94 0.0% 0.0% 921 0 0.0% Q2 2026 Jul 17, 2026
Federation des caisses Desjardins du Quebec History No change 927 88 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 907 86 0.01% 0.01% 923 0 0.0% Q2 2026 Aug 11, 2026
Breakwater Investment Management History No change 910 86 0.03% 0.03% 924 0 0.0% Q2 2026 Aug 06, 2026
Ball & Co Wealth Management Inc. History No change 910 86 0.06% 0.06% 925 0 0.0% Q2 2026 Jul 31, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 890 84 0.0% 0.0% 926 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 877 83 0.02% 0.02% 927 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 834 79 0.02% 0.02% 928 0 0.0% Q2 2026 Jul 15, 2026
Cranbrook Wealth Management, LLC History No change 824 78 0.01% 0.01% 929 0 0.0% Q2 2026 Aug 06, 2026
Quarry LP History No change 820 78 0.01% 0.01% 930 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 795 75 0.0% 0.0% 931 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Edge Private Wealth Management, LLC History No change 785 74 0.02% 0.02% 932 0 0.0% Q2 2026 Jul 23, 2026
FAS Wealth Partners, Inc. History No change 772 73 0.0% 0.0% 933 0 0.0% Q2 2026 Jul 29, 2026
JFS WEALTH ADVISORS, LLC History No change 752 71 0.0% 0.0% 934 0 0.0% Q2 2026 Jul 10, 2026
MeadowBrook Investment Advisors LLC History No change 725 69 0.05% 0.05% 935 0 0.0% Q2 2026 Jul 20, 2026
Indiana Trust & Investment Management Co History No change 705 67 0.02% 0.02% 936 0 0.0% Q2 2026 Jul 22, 2026
Oakworth Capital, Inc. History No change 710 66 0.0% 0.0% 937 0 0.0% Q2 2026 Jul 22, 2026
SIMPLEX TRADING, LLC History No change 687 65 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 12, 2026
BLUELINE ADVISORS LLC History No change 669 63 0.04% 0.04% 939 0 0.0% Q2 2026 Jul 27, 2026
SOA Wealth Advisors, LLC. History No change 640 61 0.01% 0.01% 940 0 0.0% Q2 2026 Jul 21, 2026
Bank of New Hampshire History No change 651 61 0.01% 0.01% 941 0 0.0% Q3 2026 Oct 06, 2026
Polaris Financial Partners History New 739 60 0.03% — 942 +739 New Q3 2026 Oct 02, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 600 57 0.02% 0.02% 943 0 0.0% Q2 2026 Jul 29, 2026
Blume Capital Management, Inc. History No change 594 56 0.01% 0.01% 944 0 0.0% Q2 2026 Jul 27, 2026
Financial Life Planners History No change 586 55 0.04% 0.04% 945 0 0.0% Q2 2026 Jul 21, 2026
TOMPKINS FINANCIAL CORP History No change 573 54 0.0% 0.0% 946 0 0.0% Q3 2026 Oct 05, 2026
Abound Wealth Management History No change 568 54 0.01% 0.01% 947 0 0.0% Q2 2026 Jul 10, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 576 54 0.03% 0.03% 948 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History New 559 53 0.0% — 949 +559 New Q3 2026 Oct 02, 2026
TOTH FINANCIAL ADVISORY CORP History No change 550 52 0.01% 0.01% 950 0 0.0% Q2 2026 Jul 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 547 52 0.01% 0.01% 951 0 0.0% Q2 2026 Jul 13, 2026
Signature Equity Partners, LLC History No change 534 50 0.02% 0.02% 952 0 0.0% Q2 2026 Jul 30, 2026
Heritage Wealth Advisors History No change 503 48 0.0% 0.0% 953 0 0.0% Q2 2026 Aug 14, 2026
Mascoma Wealth Management LLC History No change 510 48 0.01% 0.01% 954 0 0.0% Q2 2026 Jul 24, 2026
ST GERMAIN D J CO INC History No change 490 46 0.0% 0.0% 955 0 0.0% Q2 2026 Jul 21, 2026
YANKCOM Partnership History No change 449 42 0.02% 0.02% 956 0 0.0% Q2 2026 Jul 21, 2026
IAG Wealth Partners, LLC History No change 436 41 0.0% 0.0% 957 0 0.0% Q2 2026 Aug 06, 2026
United Financial Planning Group LLC History No change 436 41 0.02% 0.02% 958 0 0.0% Q2 2026 Aug 06, 2026
Avion Wealth History No change 426 40 0.01% 0.01% 959 0 0.0% Q2 2026 Jul 31, 2026
Financial Perspectives, Inc History No change 410 39 0.01% 0.01% 960 0 0.0% Q2 2026 Jul 24, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 415 39 0.02% 0.02% 961 0 0.0% Q2 2026 Aug 13, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 407 38 0.02% 0.02% 962 0 0.0% Q2 2026 Aug 14, 2026
Kingdom Financial Group LLC. History No change 404 38 0.01% 0.01% 963 0 0.0% Q2 2026 Aug 07, 2026
Canton Hathaway, LLC History No change 389 37 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 05, 2026
Miller Capital Partners, Inc. History No change 385 36 0.01% 0.01% 965 0 0.0% Q2 2026 Aug 12, 2026
MCDONALD PARTNERS LLC History No change 369 35 0.01% 0.01% 966 0 0.0% Q2 2026 Jul 28, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 367 35 0.0% 0.0% 967 0 0.0% Q2 2026 Jul 21, 2026
LFA - Lugano Financial Advisors SA History No change 369 35 0.02% 0.02% 968 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Advisors LLC History No change 416 35 0.03% 0.03% 969 0 0.0% Q2 2026 Aug 07, 2026
StrongBox Wealth, LLC History No change 361 34 0.01% 0.01% 970 0 0.0% Q2 2026 Jul 23, 2026
Luken Investment Analytics, LLC History No change 347 33 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 28, 2026
REAP Financial Group, LLC History No change 351 33 0.01% 0.01% 972 0 0.0% Q2 2026 Aug 04, 2026
Medallion Wealth Advisors, LLC History No change 330 31 0.01% 0.01% 973 0 0.0% Q2 2026 Aug 14, 2026
KELLEHER FINANCIAL ADVISORS History No change 321 30 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 311 29 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 27, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 305 29 0.02% 0.02% 976 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Counsel, Inc History No change 300 28 0.0% 0.0% 977 0 0.0% Q2 2026 Jul 27, 2026
Hamilton Point Investment Advisors, LLC History No change 284 27 0.0% 0.0% 978 0 0.0% Q2 2026 Jul 28, 2026
LRI Investments, LLC History No change 288 27 0.0% 0.0% 979 0 0.0% Q2 2026 Jul 14, 2026
Plante Moran Financial Advisors, LLC History No change 279 26 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 276 26 0.0% 0.0% 981 0 0.0% Q2 2026 Jul 24, 2026
Vanguard National Trust Co History No change 280 26 0.0% 0.0% 982 0 0.0% Q2 2026 Aug 13, 2026
Networth Advisors, LLC History No change 274 26 0.02% 0.02% 983 0 0.0% Q2 2026 Jul 22, 2026
Retirement Wealth Solutions LLC History No change 254 24 0.01% 0.01% 984 0 0.0% Q3 2026 Oct 07, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 251 23 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 14, 2026
VSM Wealth Advisory, LLC History No change 245 23 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 22, 2026
United Community Bank History No change 232 22 0.01% 0.01% 987 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 231 22 0.01% 0.01% 988 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 226 21 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 04, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 222 21 0.0% 0.0% 990 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 210 20 0.0% 0.0% 991 0 0.0% Q2 2026 Aug 07, 2026
Paladin Advisory Group, LLC History No change 218 20 0.01% 0.01% 992 0 0.0% Q2 2026 Jul 28, 2026
West Branch Capital LLC History No change 203 19 0.0% 0.0% 993 0 0.0% Q2 2026 Jul 10, 2026
TSFG, LLC History No change 197 19 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 23, 2026
Activest Wealth Management History No change 202 19 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 16, 2026
Beaird Harris Wealth Management, LLC History No change 208 19 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 08, 2026
Oakmont Advisory Group, LLC History No change 208 19 0.02% 0.02% 997 0 0.0% Q2 2026 Aug 03, 2026
Hanson & Doremus Investment Management History No change 187 18 0.0% 0.0% 998 0 0.0% Q2 2026 Jul 29, 2026
Strategic Wealth Partners, Ltd. History No change 173 16 0.0% 0.0% 999 0 0.0% Q2 2026 Aug 12, 2026
Rossmore Private Capital History No change 175 16 0.0% 0.0% 1000 0 0.0% Q2 2026 Jul 31, 2026
TIAA Wealth Investment Management LLC History No change 171 16 0.0% 0.0% 1001 0 0.0% Q2 2026 Aug 10, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 166 15 0.01% 0.01% 1002 0 0.0% Q2 2026 Jul 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 160 15 0.01% 0.01% 1003 0 0.0% Q2 2026 Jul 21, 2026
GAMMA Investing LLC History No change 160 15 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 07, 2026
Sachetta, LLC History No change 160 15 0.01% 0.01% 1005 0 0.0% Q2 2026 Jul 15, 2026
Triumph Capital Management History No change 154 14 0.0% 0.0% 1006 0 0.0% Q2 2026 Jul 20, 2026
LifeSteps Financial, Inc. History No change 157 14 0.01% 0.01% 1007 0 0.0% Q2 2026 Jul 17, 2026
Fortitude Family Office, LLC History No change 139 13 0.0% 0.0% 1008 0 0.0% Q2 2026 Jul 20, 2026
Timmons Wealth Management, LLC History No change 137 13 0.01% 0.01% 1009 0 0.0% Q2 2026 Aug 07, 2026
3Chopt Investment Partners, LLC History No change 136 12 0.0% 0.0% 1010 0 0.0% Q2 2026 Jul 29, 2026
Key Capital Management, INC History No change 127 12 0.01% 0.01% 1011 0 0.0% Q2 2026 Jul 27, 2026
Go Invest LLC History No change 133 12 0.0% 0.0% 1012 0 0.0% Q2 2026 Aug 05, 2026
Parkside Financial Bank & Trust History No change 122 11 0.0% 0.0% 1013 0 0.0% Q2 2026 Sep 04, 2026
Wellington Shields Capital Management, LLC History No change 120 11 0.0% 0.0% 1014 0 0.0% Q2 2026 Aug 10, 2026
Birchwood Financial Partners, Inc. History No change 123 11 0.01% 0.01% 1015 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 105 10 0.0% 0.0% 1016 0 0.0% Q2 2026 Jul 23, 2026
NFSG Corp History No change 105 10 0.0% 0.0% 1017 0 0.0% Q2 2026 Aug 14, 2026
Copia Wealth Management History No change 106 10 0.01% 0.01% 1018 0 0.0% Q2 2026 Aug 17, 2026
Allspring Global Investments Holdings, LLC History No change 105 9 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 13, 2026
Coston, McIsaac & Partners History No change 100 9 0.0% 0.0% 1020 0 0.0% Q2 2026 Aug 12, 2026
WPG Advisers, LLC History No change 100 9 0.01% 0.01% 1021 0 0.0% Q2 2026 Aug 05, 2026
GW&K Investment Management, LLC History No change 79 8 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 12, 2026
Independence Bank of Kentucky History No change 88 8 0.0% 0.0% 1023 0 0.0% Q2 2026 Jul 13, 2026
WEST PACES ADVISORS INC. History No change 85 8 0.0% 0.0% 1024 0 0.0% Q2 2026 Jul 17, 2026
GGM Financial LLC History No change 86 8 0.0% 0.0% 1025 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Advisors History No change 80 7 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 79 7 0.0% 0.0% 1027 0 0.0% Q2 2026 Jul 27, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 78 7 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 10, 2026
Millstone Evans Group, LLC History No change 82 7 0.0% 0.0% 1029 0 0.0% Q2 2026 Aug 11, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 73 6 0.0% 0.0% 1030 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 71 6 0.0% 0.0% 1031 0 0.0% Q2 2026 Jul 17, 2026
Cassaday & Co Wealth Management LLC History No change 73 6 0.0% 0.0% 1032 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 53 5 0.0% 0.0% 1033 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Corp History No change 54 5 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 03, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 56 5 0.0% 0.0% 1035 0 0.0% Q2 2026 Aug 13, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 42 4 0.0% 0.0% 1036 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 48 4 0.0% 0.0% 1037 0 0.0% Q2 2026 Jul 27, 2026
HighMark Wealth Management LLC History No change 46 4 0.0% 0.0% 1038 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Private Wealth, LLC History No change 49 4 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 11, 2026
SJS Investment Consulting Inc. History No change 51 4 0.0% 0.0% 1040 0 0.0% Q2 2026 Jul 22, 2026
Buck Wealth Strategies, LLC History No change 44 4 0.0% 0.0% 1041 0 0.0% Q2 2026 Jul 30, 2026
Basepoint Wealth LLC History No change 46 4 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 33 3 0.0% 0.0% 1043 0 0.0% Q2 2026 Jul 29, 2026
ATWOOD & PALMER INC History No change 36 3 0.0% 0.0% 1044 0 0.0% Q2 2026 Jul 08, 2026
Orion Capital Management LLC History No change 32 3 0.0% 0.0% 1045 0 0.0% Q2 2026 Aug 17, 2026
EASTERN BANK History New 30 2 0.0% — 1050 +30 New Q3 2026 Oct 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 25 2 0.0% 0.0% 1046 0 0.0% Q2 2026 Jul 14, 2026
Trust Co History No change 26 2 0.0% 0.0% 1047 0 0.0% Q2 2026 Jul 10, 2026
Versant Capital Management, Inc History No change 26 2 0.0% 0.0% 1048 0 0.0% Q3 2026 Oct 01, 2026
Barnes Dennig Private Wealth Management LLC History No change 29 2 0.0% 0.0% 1049 0 0.0% Q2 2026 Jul 15, 2026
CKW FINANCIAL GROUP History No change 9 1 0.0% 0.0% 1051 0 0.0% Q2 2026 Jul 24, 2026
MV CAPITAL MANAGEMENT, INC. History No change 14 1 0.0% 0.0% 1052 0 0.0% Q2 2026 Jul 30, 2026
Glassman Wealth Services History No change 16 1 0.0% 0.0% 1053 0 0.0% Q2 2026 Aug 05, 2026
Crewe Advisors LLC History No change 19 1 0.0% 0.0% 1054 0 0.0% Q2 2026 Jul 23, 2026
Quent Capital, LLC History No change 12 1 0.0% 0.0% 1055 0 0.0% Q2 2026 Aug 07, 2026
Wiser Advisor Group LLC History No change 19 1 0.0% 0.0% 1056 0 0.0% Q2 2026 Aug 14, 2026
Greykasell Wealth Strategies, Inc. History No change 11 1 0.0% 0.0% 1057 0 0.0% Q2 2026 Aug 11, 2026
Anchor Bay Capital, Inc. History No change 11 1 0.0% 0.0% 1058 0 0.0% Q2 2026 Aug 11, 2026
Benson Wealth Management INC History No change 14 1 0.0% 0.0% 1059 0 0.0% Q2 2026 Aug 10, 2026
Investors Research Corp History Closed out 0 0 — 0.0% — -123 -100.0% Q3 2026 Oct 07, 2026
Tower Research Capital LLC (TRC) History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Coppell Advisory Solutions LLC History No change 47,218 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Richard W. Paul & Associates, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Kilter Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Walsh & Associates, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 21, 2026