iSHARES TRUST - IYW

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
MORGAN STANLEY History No change 4,965,507 1,252,450 0.07% 0.07% 1 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 4,549,815 1,147,599 14.37% 14.37% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 3,434,260 866,223 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 3,035,854 765,733 0.17% 0.17% 4 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 1,727,967 435,845 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,482,795 374,005 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,435,567 362,093 0.1% 0.1% 7 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,352,659 341,173 0.08% 0.08% 8 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 1,337,767 329,372 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 1,261,481 310,589 0.22% 0.22% 10 0 0.0% Q2 2026 Aug 13, 2026
RiverFront Investment Group, LLC History No change 1,043,122 263,106 3.48% 3.48% 11 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 922,417 232,661 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 795,221 200,578 0.16% 0.16% 13 0 0.0% Q2 2026 Sep 09, 2026
HSBC HOLDINGS PLC History No change 794,128 200,302 0.08% 0.08% 14 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 787,551 198,643 0.14% 0.14% 15 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 669,449 168,855 0.21% 0.21% 16 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 638,240 161,018 0.19% 0.19% 17 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 593,207 149,597 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 477,728 120,497 0.39% 0.39% 19 0 0.0% Q2 2026 Jul 28, 2026
Cetera Investment Advisers History No change 462,996 116,781 0.11% 0.11% 20 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 394,966 99,622 0.15% 0.15% 21 0 0.0% Q2 2026 Aug 13, 2026
Portfolio Strategies, Inc. History No change 392,227 98,931 9.7% 9.7% 22 0 0.0% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History No change 389,496 98,242 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 372,361 93,920 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 334,262 84,311 0.08% 0.08% 25 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 328,689 82,905 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 319,172 80,566 0.44% 0.44% 27 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 300,880 75,890 0.56% 0.56% 28 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 293,418 74,009 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 288,268 72,709 0.15% 0.15% 30 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 300,558 72,053 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 282,300 71,204 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 271,683 68,526 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 259,001 65,327 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 12, 2026
Atlas Legacy Advisors, LLC History No change 246,172 61,826 9.13% 9.13% 35 0 0.0% Q2 2026 Jul 31, 2026
Sanctuary Advisors, LLC History No change 241,829 60,996 0.28% 0.28% 36 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 233,713 58,952 0.05% 0.05% 37 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 224,115 56,528 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 206,739 52,145 0.83% 0.83% 39 0 0.0% Q2 2026 Jul 28, 2026
Parker Investment Management, LLC History No change 204,468 51,573 3.94% 3.94% 40 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 203,626 51,361 0.1% 0.1% 41 0 0.0% Q2 2026 Aug 05, 2026
Belvedere Trading LLC History No change 181,011 45,656 0.05% 0.05% 42 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Advisors, LLC History No change 180,228 45,458 0.14% 0.14% 43 0 0.0% Q2 2026 Aug 12, 2026
Howard Capital Management Group, LLC History No change 176,535 44,527 2.72% 2.72% 44 0 0.0% Q2 2026 Jul 16, 2026
OneDigital Investment Advisors LLC History No change 173,863 43,853 0.37% 0.37% 45 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 166,200 41,920 0.0% 0.0% 46 0 0.0% Q2 2026 Sep 02, 2026
FIRST MERCHANTS CORP History No change 161,871 40,828 1.44% 1.44% 47 0 0.0% Q2 2026 Jul 15, 2026
ASSETMARK, INC History No change 160,431 40,465 0.07% 0.07% 48 0 0.0% Q2 2026 Jul 30, 2026
Stratos Wealth Partners, LTD. History No change 152,728 38,522 0.39% 0.39% 49 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 152,265 38,405 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 145,376 36,668 0.16% 0.16% 51 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 141,383 35,661 0.08% 0.08% 52 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 128,742 32,472 0.85% 0.85% 53 0 0.0% Q2 2026 Aug 04, 2026
Equitable Holdings, Inc. History No change 126,439 31,891 0.19% 0.19% 54 0 0.0% Q2 2026 Aug 17, 2026
Perigon Wealth Management, LLC History No change 113,658 28,667 0.45% 0.45% 55 0 0.0% Q2 2026 Aug 07, 2026
RVW Wealth, LLC History Added to 104,891 27,785 1.78% 1.49% 56 +15,114 16.84% Q3 2026 Oct 06, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 107,832 27,198 2.71% 2.71% 57 0 0.0% Q2 2026 Jul 22, 2026
JANE STREET GROUP, LLC History No change 105,300 26,559 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 105,036 26,493 0.35% 0.35% 59 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 102,615 25,798 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 13, 2026
Stillwater Capital Advisors, LLC History No change 100,052 25,236 2.57% 2.57% 61 0 0.0% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History No change 98,807 24,922 0.16% 0.16% 62 0 0.0% Q2 2026 Jul 20, 2026
FMR LLC History No change 97,559 24,607 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 97,544 24,603 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 95,969 24,206 0.16% 0.16% 65 0 0.0% Q2 2026 Sep 08, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 94,407 23,812 0.37% 0.37% 66 0 0.0% Q2 2026 Aug 03, 2026
TritonPoint Partners, LLC History No change 93,853 23,672 1.96% 1.96% 67 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 93,125 23,488 0.11% 0.11% 68 0 0.0% Q2 2026 Jul 27, 2026
First Citizens Financial Corp History Reduced 88,349 23,403 9.84% 9.4% 69 -837 -0.94% Q3 2026 Oct 02, 2026
TRITONPOINT WEALTH, LLC History No change 92,429 23,313 2.29% 2.29% 70 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 92,976 23,251 0.04% 0.04% 71 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 91,702 23,129 0.26% 0.26% 72 0 0.0% Q2 2026 Aug 12, 2026
Perennial Investment Advisors, LLC History No change 91,197 23,022 1.53% 1.53% 73 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 90,781 22,897 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 90,046 22,712 0.23% 0.23% 75 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 88,630 22,355 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 27, 2026
HC Advisors, LLC History No change 87,053 21,957 13.33% 13.33% 77 0 0.0% Q2 2026 Aug 07, 2026
Mendel Capital Management LLC History No change 84,767 21,380 9.62% 9.62% 78 0 0.0% Q2 2026 Jul 21, 2026
Merit Financial Group, LLC History No change 83,644 21,097 0.13% 0.13% 79 0 0.0% Q2 2026 Jul 20, 2026
Arax Advisory Partners History No change 82,347 20,770 0.14% 0.14% 80 0 0.0% Q2 2026 Aug 10, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 80,582 20,325 0.13% 0.13% 81 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 78,430 19,782 0.02% 0.02% 82 0 0.0% Q2 2026 Jul 28, 2026
Macro Advisors, Inc. History No change 77,817 19,627 6.26% 6.26% 83 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 72,794 18,360 0.31% 0.31% 84 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 72,429 18,268 0.43% 0.43% 85 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 70,286 17,721 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD SECURITIES, INC. History No change 66,865 16,865 0.96% 0.96% 87 0 0.0% Q2 2026 Jul 15, 2026
Camarda Financial Advisors, LLC History No change 65,684 16,567 5.01% 5.01% 88 0 0.0% Q2 2026 Aug 14, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 64,798 16,343 9.85% 9.85% 89 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 64,058 16,157 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 19, 2026
Rollins Financial Advisors, LLC History No change 63,934 16,126 2.12% 2.12% 91 0 0.0% Q2 2026 Aug 04, 2026
HUNTINGTON NATIONAL BANK History No change 63,790 16,089 0.08% 0.08% 92 0 0.0% Q2 2026 Aug 13, 2026
Pettinga Financial Advisors LLC History No change 62,900 15,865 2.54% 2.54% 93 0 0.0% Q2 2026 Jul 09, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 62,336 15,723 0.11% 0.11% 94 0 0.0% Q2 2026 Jul 23, 2026
Farther Finance Advisors, LLC History No change 61,699 15,549 0.12% 0.12% 95 0 0.0% Q2 2026 Jul 17, 2026
Signature Wealth Management Partners, LLC History No change 61,513 15,515 7.23% 7.23% 96 0 0.0% Q2 2026 Jul 29, 2026
J.W. COLE ADVISORS, INC. History No change 60,936 15,369 0.26% 0.26% 97 0 0.0% Q2 2026 Jul 21, 2026
Finley Financial, LLC History No change 60,556 15,274 6.15% 6.15% 98 0 0.0% Q2 2026 Jul 08, 2026
CITIGROUP INC History No change 59,554 15,021 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 03, 2026
Pathstone Holdings, LLC History No change 58,678 14,800 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 57,766 14,572 0.21% 0.21% 101 0 0.0% Q2 2026 Jul 15, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 57,381 14,473 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 04, 2026
&PARTNERS History No change 57,592 14,420 0.06% 0.06% 103 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 56,352 14,213 0.05% 0.05% 104 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 55,378 13,967 0.04% 0.04% 105 0 0.0% Q2 2026 Aug 04, 2026
CIBC Bancorp USA Inc. History No change 54,690 13,819 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Planning Group, LLC History No change 54,362 13,711 4.37% 4.37% 107 0 0.0% Q2 2026 Jul 31, 2026
Bank of New York Mellon Corp History No change 52,838 13,327 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 06, 2026
Perkins Coie Trust Co History No change 52,686 13,288 2.2% 2.2% 109 0 0.0% Q2 2026 Jul 09, 2026
Mechanics Bank Trust Department History No change 51,874 13,084 1.62% 1.62% 110 0 0.0% Q2 2026 Jul 07, 2026
Quantinno Capital Management LP History No change 51,863 13,081 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 51,502 12,990 0.04% 0.04% 112 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 50,749 12,800 0.07% 0.07% 113 0 0.0% Q2 2026 Aug 13, 2026
High Point Wealth Management, LLC History No change 50,732 12,796 10.47% 10.47% 114 0 0.0% Q2 2026 Jul 20, 2026
Cresset Asset Management, LLC History No change 49,210 12,412 0.04% 0.04% 115 0 0.0% Q2 2026 Aug 14, 2026
J.Safra Asset Management Corp History No change 47,904 12,082 0.56% 0.56% 116 0 0.0% Q2 2026 Aug 06, 2026
Prime Capital Investment Advisors, LLC History No change 47,802 12,056 0.12% 0.12% 117 0 0.0% Q2 2026 Aug 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 47,508 11,983 0.22% 0.22% 118 0 0.0% Q2 2026 Jul 15, 2026
OpenArc Corporate Advisory, LLC History No change 46,701 11,779 0.14% 0.14% 119 0 0.0% Q2 2026 Aug 05, 2026
CERTUITY, LLC History No change 46,029 11,609 0.57% 0.57% 120 0 0.0% Q2 2026 Jul 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 45,985 11,598 0.47% 0.47% 121 0 0.0% Q2 2026 Jul 27, 2026
Bleakley Financial Group, LLC History No change 45,878 11,571 0.15% 0.15% 122 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 45,565 11,492 0.35% 0.35% 123 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 45,383 11,446 0.24% 0.24% 124 0 0.0% Q2 2026 Aug 14, 2026
Cadent Capital Advisors, LLC History No change 45,056 11,364 2.34% 2.34% 125 0 0.0% Q2 2026 Jul 13, 2026
Essex LLC History No change 44,767 11,291 1.71% 1.71% 126 0 0.0% Q2 2026 Jul 24, 2026
Crown Wealth Group, LLC History No change 44,221 11,153 2.84% 2.84% 127 0 0.0% Q2 2026 Jul 21, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 43,554 10,985 2.58% 2.58% 128 0 0.0% Q2 2026 Jul 16, 2026
SWMG, LLC History No change 43,987 10,917 2.57% 2.57% 129 0 0.0% Q2 2026 Jul 15, 2026
BBR PARTNERS, LLC History No change 43,189 10,893 0.51% 0.51% 130 0 0.0% Q2 2026 Aug 11, 2026
PITTENGER & ANDERSON INC History No change 43,015 10,849 0.39% 0.39% 131 0 0.0% Q2 2026 Jul 27, 2026
Three Seasons Wealth, LLC History No change 42,945 10,832 0.99% 0.99% 132 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 42,796 10,794 0.14% 0.14% 133 0 0.0% Q2 2026 Jul 24, 2026
KICKSTAND VENTURES, LLC. History No change 42,688 10,767 1.96% 1.96% 134 0 0.0% Q2 2026 Jul 30, 2026
Federation des caisses Desjardins du Quebec History No change 42,123 10,624 0.03% 0.03% 135 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 40,859 10,305 0.3% 0.3% 136 0 0.0% Q2 2026 Jul 06, 2026
One Wealth Advisors, LLC History No change 40,648 10,252 1.13% 1.13% 137 0 0.0% Q2 2026 Aug 06, 2026
SCOTIA CAPITAL INC. History No change 40,341 10,177 0.04% 0.04% 138 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 40,124 10,120 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 39,953 10,077 0.29% 0.29% 140 0 0.0% Q2 2026 Jul 07, 2026
Baird Financial Group, Inc. History No change 39,370 9,930 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 12, 2026
TABLEAUX LLC History No change 38,529 9,718 4.09% 4.09% 142 0 0.0% Q2 2026 Aug 07, 2026
Simmons Bank History No change 38,347 9,672 0.55% 0.55% 143 0 0.0% Q2 2026 Jul 31, 2026
Central Pacific Bank - Trust Division History Reduced 35,653 9,444 0.99% 0.92% 144 -412 -1.14% Q3 2026 Oct 05, 2026
Ashton Thomas Private Wealth, LLC History No change 37,237 9,392 0.2% 0.2% 145 0 0.0% Q2 2026 Jul 29, 2026
Keebeck Wealth Management History No change 37,163 9,373 0.92% 0.92% 146 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 36,919 9,312 0.13% 0.13% 147 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 36,499 9,205 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 36,296 9,154 0.46% 0.46% 149 0 0.0% Q2 2026 Jul 23, 2026
Prostatis Group LLC History No change 36,208 9,132 2.13% 2.13% 150 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 35,517 8,958 0.2% 0.2% 151 0 0.0% Q2 2026 Jul 17, 2026
EP Wealth Advisors, LLC History No change 34,871 8,795 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 33,944 8,561 0.15% 0.15% 153 0 0.0% Q2 2026 Jul 20, 2026
Gerald Baker Financial Group LLC History No change 33,520 8,454 2.41% 2.41% 154 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 33,341 8,409 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 05, 2026
Kingsman Wealth Management, Inc. History No change 33,318 8,403 3.93% 3.93% 156 0 0.0% Q2 2026 Jul 22, 2026
IEQ CAPITAL, LLC History No change 32,935 8,307 0.04% 0.04% 157 0 0.0% Q2 2026 Aug 11, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 32,931 8,306 1.29% 1.29% 158 0 0.0% Q2 2026 Jul 29, 2026
STALEY CAPITAL ADVISERS INC History No change 32,810 8,275 0.32% 0.32% 159 0 0.0% Q2 2026 Aug 11, 2026
Valor Advisors LLC History No change 32,477 8,191 6.04% 6.04% 160 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 32,446 8,183 1.84% 1.84% 161 0 0.0% Q2 2026 Aug 10, 2026
Fortitude Family Office, LLC History No change 32,215 8,125 1.57% 1.57% 162 0 0.0% Q2 2026 Jul 20, 2026
Summit Financial Consulting LLC History No change 31,841 8,031 5.45% 5.45% 163 0 0.0% Q2 2026 Aug 06, 2026
CPR Investments Inc. History No change 30,918 7,798 6.0% 6.0% 164 0 0.0% Q2 2026 Jul 14, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 30,220 7,622 1.11% 1.11% 165 0 0.0% Q2 2026 Aug 12, 2026
WealthBridge Capital Management, LLC History No change 30,218 7,621 1.51% 1.51% 166 0 0.0% Q2 2026 Jul 24, 2026
1832 Asset Management L.P. History No change 29,900 7,541 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
CFS Investment Advisory Services, LLC History No change 30,884 7,519 0.5% 0.5% 168 0 0.0% Q2 2026 Jul 16, 2026
First Heartland Consultants, Inc. History No change 29,777 7,510 0.49% 0.49% 169 0 0.0% Q2 2026 Jul 08, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 29,758 7,505 0.44% 0.44% 170 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 29,713 7,494 0.02% 0.02% 171 0 0.0% Q2 2026 Aug 11, 2026
INTEGRITY ALLIANCE, LLC. History No change 29,147 7,351 0.23% 0.23% 172 0 0.0% Q2 2026 Jul 31, 2026
Runnymede Capital Advisors, Inc. History No change 28,930 7,297 4.35% 4.35% 173 0 0.0% Q2 2026 Jul 21, 2026
Envestnet Portfolio Solutions, Inc. History No change 28,858 7,278 0.03% 0.03% 174 0 0.0% Q2 2026 Sep 23, 2026
Montecito Bank & Trust History Added to 27,332 7,240 1.1% 1.03% 175 +87 0.32% Q3 2026 Oct 01, 2026
AQR CAPITAL MANAGEMENT LLC History No change 28,645 7,225 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 28,600 7,213 0.15% 0.15% 177 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 28,085 7,083 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 27,803 7,012 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 14, 2026
Quotient Wealth Partners, LLC History No change 27,770 7,004 0.17% 0.17% 180 0 0.0% Q2 2026 Aug 03, 2026
Valmark Advisers, Inc. History No change 27,663 6,977 0.07% 0.07% 181 0 0.0% Q2 2026 Aug 06, 2026
NATIXIS ADVISORS, LLC History No change 27,455 6,925 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 27,387 6,913 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 13, 2026
Gallagher Capital Advisors, LLC History No change 27,388 6,886 3.94% 3.94% 184 0 0.0% Q2 2026 Aug 04, 2026
Koshinski Asset Management, Inc. History No change 27,063 6,826 0.36% 0.36% 185 0 0.0% Q2 2026 Jul 27, 2026
Security Financial Services, INC. History No change 26,906 6,786 0.94% 0.94% 186 0 0.0% Q2 2026 Jul 15, 2026
STEPHENS INC /AR/ History No change 26,560 6,699 0.08% 0.08% 187 0 0.0% Q2 2026 Jul 29, 2026
AdvisorShares Investments LLC History No change 26,393 6,657 0.8% 0.8% 188 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 26,378 6,653 0.17% 0.17% 189 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 26,370 6,651 0.14% 0.14% 190 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 26,353 6,647 0.13% 0.13% 191 0 0.0% Q2 2026 Jul 30, 2026
FIRST NATIONAL BANK OF OMAHA History No change 26,870 6,628 0.19% 0.19% 192 0 0.0% Q2 2026 Aug 07, 2026
MA Private Wealth History No change 26,280 6,628 0.99% 0.99% 193 0 0.0% Q2 2026 Jul 28, 2026
Financial Freedom, LLC History No change 26,237 6,617 3.04% 3.04% 194 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 25,895 6,531 0.44% 0.44% 195 0 0.0% Q2 2026 Aug 07, 2026
Ciovacco Capital Management LLC History No change 25,866 6,524 2.9% 2.9% 196 0 0.0% Q2 2026 Aug 07, 2026
S&A Financial Services, Inc. History No change 25,761 6,497 3.97% 3.97% 197 0 0.0% Q2 2026 Jul 27, 2026
Centerline Wealth Advisors, LLC History No change 25,688 6,479 2.03% 2.03% 198 0 0.0% Q2 2026 Jul 17, 2026
Avidian Wealth Enterprises, LLC History No change 25,661 6,472 0.18% 0.18% 199 0 0.0% Q2 2026 Jul 24, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 24,228 6,417 0.08% 0.07% 200 -85 -0.35% Q3 2026 Oct 05, 2026
Parallel Advisors, LLC History No change 25,399 6,406 0.1% 0.1% 201 0 0.0% Q2 2026 Aug 05, 2026
Forthright Family Wealth Advisory LLC History No change 25,388 6,403 3.62% 3.62% 202 0 0.0% Q2 2026 Jul 16, 2026
Elevated Financial Group LLC History No change 25,314 6,384 1.75% 1.75% 203 0 0.0% Q2 2026 Jul 22, 2026
Focus Financial Network, Inc. History No change 24,743 6,240 0.19% 0.19% 204 0 0.0% Q2 2026 Jul 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 24,650 6,217 0.07% 0.07% 205 0 0.0% Q2 2026 Aug 07, 2026
XTX Topco Ltd History No change 24,569 6,197 0.08% 0.08% 206 0 0.0% Q2 2026 Aug 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 24,467 6,171 0.03% 0.03% 207 0 0.0% Q2 2026 Jul 17, 2026
USA FINANCIAL FORMULAS History No change 24,341 6,139 1.12% 1.12% 208 0 0.0% Q2 2026 Aug 04, 2026
Gilliland Jeter Wealth Management LLC History No change 24,307 6,130 1.61% 1.61% 209 0 0.0% Q2 2026 Jul 29, 2026
Eagle Strategies LLC History No change 24,302 6,129 0.61% 0.61% 210 0 0.0% Q2 2026 Jul 21, 2026
FINANCIAL LIFE ADVISORS History No change 24,153 6,092 1.73% 1.73% 211 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Wealth Management, LLC History No change 23,870 6,020 0.26% 0.26% 212 0 0.0% Q2 2026 Jul 22, 2026
MONEY CONCEPTS CAPITAL CORP History No change 23,780 5,998 0.28% 0.28% 213 0 0.0% Q2 2026 Aug 04, 2026
WBH ADVISORY INC History No change 23,717 5,982 0.4% 0.4% 214 0 0.0% Q2 2026 Aug 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 23,174 5,845 0.02% 0.02% 215 0 0.0% Q2 2026 Jul 28, 2026
Geneos Wealth Management Inc. History No change 23,080 5,821 0.12% 0.12% 216 0 0.0% Q2 2026 Aug 06, 2026
Weinberger Asset Management, Inc History No change 24,422 5,813 1.86% 1.86% 217 0 0.0% Q2 2026 Aug 05, 2026
Vise Technologies, Inc. History No change 22,885 5,772 0.07% 0.07% 218 0 0.0% Q2 2026 Aug 10, 2026
DT Investment Partners, LLC History No change 22,678 5,720 0.43% 0.43% 219 0 0.0% Q2 2026 Jul 27, 2026
Rathbones Group PLC History No change 22,596 5,699 0.02% 0.02% 220 0 0.0% Q2 2026 Jul 23, 2026
Laurel Wealth Advisors LLC History No change 22,566 5,691 0.55% 0.55% 221 0 0.0% Q2 2026 Jul 17, 2026
IFG Advisory, LLC History No change 22,264 5,615 0.2% 0.2% 222 0 0.0% Q2 2026 Aug 13, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 21,828 5,505 0.81% 0.81% 223 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 21,570 5,440 0.09% 0.09% 224 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Management, LLC History No change 21,052 5,309 0.16% 0.16% 225 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 21,013 5,300 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 20,894 5,270 0.05% 0.05% 227 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 28,877 5,245 0.66% 0.66% 228 0 0.0% Q2 2026 Aug 05, 2026
Ascent Group, LLC History No change 20,600 5,195 0.16% 0.16% 229 0 0.0% Q2 2026 Aug 03, 2026
Arkadios Wealth Advisors History No change 20,475 5,164 0.08% 0.08% 230 0 0.0% Q2 2026 Aug 10, 2026
Ayalon Insurance Comp Ltd. History Added to 19,439 5,149 0.43% 0.52% 231 +2,639 15.71% Q3 2026 Oct 08, 2026
CIBC WORLD MARKET INC. History No change 20,377 5,139 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 20,042 5,055 0.06% 0.06% 233 0 0.0% Q2 2026 Jul 28, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 20,000 5,044 0.16% 0.16% 234 0 0.0% Q2 2026 Aug 20, 2026
HEMMING& WEALTH MANAGEMENT, INC. History No change 19,938 5,028 3.06% 3.06% 235 0 0.0% Q2 2026 Aug 06, 2026
Counterweight Ventures, LLC History No change 19,807 4,995 2.49% 2.49% 236 0 0.0% Q2 2026 Jul 23, 2026
Beacon Pointe Advisors, LLC History No change 19,325 4,874 0.02% 0.02% 237 0 0.0% Q2 2026 Aug 18, 2026
Global Retirement Partners, LLC History No change 19,322 4,873 0.07% 0.07% 238 0 0.0% Q2 2026 Aug 06, 2026
Acropolis Investment Management, LLC History No change 19,300 4,868 0.19% 0.19% 239 0 0.0% Q2 2026 Jul 16, 2026
Lakeshore Financial Planning, Inc. History No change 19,141 4,828 1.55% 1.55% 240 0 0.0% Q2 2026 Jul 13, 2026
Mutual Advisors, LLC History No change 19,027 4,799 0.09% 0.09% 241 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 18,998 4,791 0.05% 0.05% 242 0 0.0% Q2 2026 Aug 04, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 18,839 4,752 0.05% 0.05% 243 0 0.0% Q2 2026 Aug 14, 2026
Tennessee Valley Asset Management Partners History No change 18,762 4,732 0.52% 0.52% 244 0 0.0% Q2 2026 Aug 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 18,730 4,724 0.23% 0.23% 245 0 0.0% Q2 2026 Jul 20, 2026
Inscription Capital, LLC History No change 18,570 4,683 0.42% 0.42% 246 0 0.0% Q2 2026 Aug 13, 2026
Cypress Wealth Services, LLC History No change 18,410 4,643 0.57% 0.57% 247 0 0.0% Q2 2026 Jul 10, 2026
Quest 10 Wealth Builders, Inc. History No change 18,329 4,623 3.59% 3.59% 248 0 0.0% Q2 2026 Jul 24, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 18,141 4,575 0.21% 0.21% 249 0 0.0% Q2 2026 Jul 24, 2026
Joel Isaacson & Co., LLC History No change 18,140 4,575 0.13% 0.13% 250 0 0.0% Q2 2026 Aug 04, 2026
PINNACLE ASSOCIATES LTD History No change 18,112 4,568 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 03, 2026
Snowden Capital Advisors LLC History No change 18,113 4,568 0.11% 0.11% 252 0 0.0% Q2 2026 Aug 13, 2026
STOCK YARDS BANK & TRUST CO History No change 17,793 4,487 0.13% 0.13% 253 0 0.0% Q2 2026 Aug 19, 2026
Caprock Group, LLC History No change 17,783 4,485 0.09% 0.09% 254 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 17,704 4,465 0.02% 0.02% 255 0 0.0% Q2 2026 Jul 24, 2026
Connecticut Wealth Management, LLC History No change 17,688 4,461 0.16% 0.16% 256 0 0.0% Q2 2026 Jul 29, 2026
Horst & Graben Wealth Management LLC History No change 17,838 4,437 0.58% 0.58% 257 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 17,467 4,405 0.13% 0.13% 258 0 0.0% Q2 2026 Aug 11, 2026
RFG Advisory, LLC History No change 17,169 4,330 0.07% 0.07% 259 0 0.0% Q2 2026 Jul 15, 2026
FLOW TRADERS U.S. LLC History No change 17,158 4,328 0.18% 0.18% 260 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 17,110 4,315 0.04% 0.04% 261 0 0.0% Q2 2026 Jul 27, 2026
Terra Nova Asset Management LLC History No change 17,021 4,293 2.63% 2.63% 262 0 0.0% Q2 2026 Aug 04, 2026
CENTAURUS FINANCIAL, INC. History No change 16,861 4,253 0.16% 0.16% 263 0 0.0% Q2 2026 Aug 17, 2026
Western Wealth Management, LLC History No change 16,799 4,237 0.14% 0.14% 264 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 16,784 4,233 0.04% 0.04% 265 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History No change 16,774 4,231 0.02% 0.02% 266 0 0.0% Q2 2026 Jul 29, 2026
Matthew Goff Investment Advisor, LLC History No change 16,670 4,204 0.71% 0.71% 267 0 0.0% Q2 2026 Jul 07, 2026
Focus Partners Advisor Solutions, LLC History No change 16,530 4,169 0.04% 0.04% 268 0 0.0% Q2 2026 Aug 06, 2026
Wallace Hart LLC History No change 16,531 4,169 2.6% 2.6% 269 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 16,375 4,130 0.4% 0.4% 270 0 0.0% Q2 2026 Aug 11, 2026
TSA Wealth Managment LLC History No change 16,376 4,130 1.17% 1.17% 271 0 0.0% Q2 2026 Aug 03, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 16,287 4,107 1.07% 1.07% 272 0 0.0% Q2 2026 Jul 13, 2026
Wealthspire Advisors, LLC History No change 16,263 4,102 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 11, 2026
Tyche Wealth Partners LLC History No change 16,055 4,049 0.57% 0.57% 274 0 0.0% Q2 2026 Aug 06, 2026
Arete Wealth Advisors, LLC History No change 16,036 4,044 0.27% 0.27% 275 0 0.0% Q2 2026 Aug 12, 2026
FLAGSTAR SECURITIES, INC History No change 16,013 4,038 1.22% 1.22% 276 0 0.0% Q2 2026 Jul 15, 2026
Apollon Wealth Management, LLC History No change 15,994 4,034 0.05% 0.05% 277 0 0.0% Q2 2026 Jul 22, 2026
Mullooly Asset Management, Inc. History No change 15,926 4,016 1.24% 1.24% 278 0 0.0% Q2 2026 Aug 05, 2026
FIRST MANHATTAN CO. LLC. History No change 15,903 4,011 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 15,766 3,976 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 14, 2026
Teucrium Investment Advisors, LLC History No change 15,760 3,975 3.54% 3.54% 281 0 0.0% Q2 2026 Aug 14, 2026
May Hill Capital, LLC History No change 15,745 3,971 0.83% 0.83% 282 0 0.0% Q2 2026 Aug 07, 2026
Icon Wealth Advisors, LLC History No change 15,600 3,934 0.24% 0.24% 283 0 0.0% Q2 2026 Aug 05, 2026
Regal Investment Advisors LLC History No change 15,520 3,914 0.2% 0.2% 284 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ALLIANCE, LLC History No change 15,443 3,895 0.33% 0.33% 285 0 0.0% Q2 2026 Aug 11, 2026
Sanchez Gaunt Capital Management, LLC History No change 15,441 3,894 2.17% 2.17% 286 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 15,411 3,887 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 16,689 3,875 0.29% 0.29% 288 0 0.0% Q2 2026 Jul 29, 2026
Adams Wealth Management History No change 15,323 3,864 0.74% 0.74% 289 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 15,323 3,864 0.63% 0.63% 290 0 0.0% Q2 2026 Aug 11, 2026
CHOREO, LLC History No change 15,242 3,844 0.04% 0.04% 291 0 0.0% Q2 2026 Aug 04, 2026
Commonwealth Financial Services, LLC History No change 15,205 3,835 0.52% 0.52% 292 0 0.0% Q2 2026 Jul 15, 2026
PROMETHIUM ADVISORS,LLC History No change 15,060 3,798 1.82% 1.82% 293 0 0.0% Q2 2026 Aug 05, 2026
Leeward Financial Partners, LLC History No change 15,002 3,783 0.99% 0.99% 294 0 0.0% Q2 2026 Aug 06, 2026
MMBG INVESTMENT ADVISORS CO. History No change 14,991 3,781 0.3% 0.3% 295 0 0.0% Q2 2026 Aug 10, 2026
Integrity Advisory Solutions, LLC History No change 14,985 3,779 0.39% 0.39% 296 0 0.0% Q2 2026 Jul 31, 2026
FORTE ASSET MANAGEMENT LLC History No change 14,958 3,772 1.54% 1.54% 297 0 0.0% Q2 2026 Jul 21, 2026
Second Half Financial Partners, LLC History No change 14,955 3,772 1.55% 1.55% 298 0 0.0% Q2 2026 Jul 16, 2026
W ADVISORS, LLC History No change 14,834 3,741 1.7% 1.7% 299 0 0.0% Q2 2026 Jul 31, 2026
EWA, LLC History No change 14,579 3,677 0.67% 0.67% 300 0 0.0% Q2 2026 Jul 14, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 14,395 3,630 0.22% 0.22% 301 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC/CA History No change 14,238 3,591 0.5% 0.5% 302 0 0.0% Q2 2026 Aug 13, 2026
FIRST UNITED BANK & TRUST History No change 14,137 3,565 1.03% 1.03% 303 0 0.0% Q2 2026 Jul 20, 2026
Daybright Advisory Services, Inc. History No change 14,506 3,453 0.82% 0.82% 304 0 0.0% Q2 2026 Aug 04, 2026
Avior Wealth Management, LLC History No change 13,673 3,448 0.09% 0.09% 305 0 0.0% Q2 2026 Jul 07, 2026
Lakeshore Capital Group, Inc. History No change 13,621 3,435 2.54% 2.54% 306 0 0.0% Q2 2026 Jul 31, 2026
Glenview Trust Co History No change 13,587 3,427 0.05% 0.05% 307 0 0.0% Q2 2026 Aug 18, 2026
Tempus Wealth Planning, LLC History No change 13,504 3,406 0.67% 0.67% 308 0 0.0% Q2 2026 Jul 22, 2026
Roof Eidam Maycock Peralta, LLC History No change 13,408 3,381 0.67% 0.67% 309 0 0.0% Q2 2026 Jul 24, 2026
Savant Capital, LLC History No change 13,333 3,363 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 10, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 13,332 3,362 0.2% 0.2% 311 0 0.0% Q2 2026 Aug 07, 2026
WADDELL & ASSOCIATES, LLC History No change 13,316 3,358 0.17% 0.17% 312 0 0.0% Q2 2026 Jul 15, 2026
EARNED WEALTH ADVISORS, LLC History No change 13,317 3,358 0.22% 0.22% 313 0 0.0% Q2 2026 Aug 14, 2026
EQ LLC History No change 13,310 3,357 0.82% 0.82% 314 0 0.0% Q2 2026 Jul 23, 2026
CONDOR CAPITAL MANAGEMENT History No change 13,282 3,350 0.25% 0.25% 315 0 0.0% Q2 2026 Aug 12, 2026
Conservest Capital Advisors, Inc. History No change 13,284 3,350 0.27% 0.27% 316 0 0.0% Q2 2026 Jul 22, 2026
PFG Investments, LLC History No change 13,082 3,299 0.13% 0.13% 317 0 0.0% Q2 2026 Jul 23, 2026
Financial Perspectives, Inc History No change 12,996 3,278 0.8% 0.8% 318 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 12,624 3,184 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 13, 2026
LongView Wealth Management History No change 12,509 3,155 0.81% 0.81% 320 0 0.0% Q2 2026 Jul 17, 2026
LRI Investments, LLC History No change 12,465 3,144 0.25% 0.25% 321 0 0.0% Q2 2026 Jul 14, 2026
Concorde Asset Management, LLC History No change 12,266 3,093 1.79% 1.79% 322 0 0.0% Q2 2026 Aug 18, 2026
Nuveen, LLC History No change 12,159 3,066 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 11, 2026
DUNCKER STREETT & CO INC History No change 12,153 3,065 0.52% 0.52% 324 0 0.0% Q2 2026 Jul 28, 2026
Montis Financial, LLC History No change 12,085 3,048 0.62% 0.62% 325 0 0.0% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History No change 12,024 3,032 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 03, 2026
Keystone Wealth Services, LLC History No change 11,984 3,022 0.56% 0.56% 327 0 0.0% Q2 2026 Aug 05, 2026
Amundi History No change 11,907 3,003 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 11,855 2,992 0.03% 0.03% 329 0 0.0% Q2 2026 Jul 24, 2026
PRINCIPAL SECURITIES, INC. History No change 11,858 2,991 0.04% 0.04% 330 0 0.0% Q2 2026 Aug 04, 2026
KKM Financial LLC History No change 11,857 2,990 0.41% 0.41% 331 0 0.0% Q2 2026 Aug 14, 2026
Ballew Advisors, Inc History Reduced 11,076 2,987 1.48% 1.45% 332 -462 -4.0% Q3 2026 Oct 05, 2026
Virtue Capital Management, LLC History No change 11,808 2,978 0.4% 0.4% 333 0 0.0% Q2 2026 Aug 05, 2026
Outlook Wealth Advisors, LLC History No change 11,758 2,965 0.64% 0.64% 334 0 0.0% Q2 2026 Aug 03, 2026
Allworth Financial LP History No change 11,740 2,961 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 11,642 2,936 0.13% 0.13% 336 0 0.0% Q2 2026 Jul 23, 2026
Bragg Financial Advisors, Inc History No change 11,615 2,929 0.08% 0.08% 337 0 0.0% Q2 2026 Aug 12, 2026
Oak Barrel Wealth Advisory LLC History No change 11,580 2,920 1.29% 1.29% 338 0 0.0% Q2 2026 Aug 07, 2026
Principle Wealth Partners LLC History No change 11,548 2,912 0.14% 0.14% 339 0 0.0% Q2 2026 Aug 07, 2026
NWAM LLC History No change 11,542 2,911 0.15% 0.15% 340 0 0.0% Q2 2026 Jul 23, 2026
Mayflower Financial Advisors, LLC History No change 11,542 2,911 0.25% 0.25% 341 0 0.0% Q2 2026 Jul 09, 2026
Redwood Financial Network Corp History No change 11,456 2,889 1.6% 1.6% 342 0 0.0% Q2 2026 Aug 07, 2026
ONE Advisory Partners, LLC History No change 11,300 2,850 0.78% 0.78% 343 0 0.0% Q2 2026 Jul 21, 2026
NorthRock Partners, LLC History No change 11,188 2,821 0.04% 0.04% 344 0 0.0% Q2 2026 Aug 11, 2026
SeaCrest Wealth Management, LLC History No change 11,159 2,814 0.31% 0.31% 345 0 0.0% Q2 2026 Jul 09, 2026
Dale Q Rice Investment Management Ltd History No change 11,143 2,810 1.52% 1.52% 346 0 0.0% Q2 2026 Aug 07, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 11,116 2,803 0.4% 0.4% 347 0 0.0% Q2 2026 Jul 20, 2026
Aptus Capital Advisors, LLC History No change 11,098 2,799 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 12, 2026
Legacy Private Trust Co. History Reduced 10,561 2,797 0.15% 0.15% 349 -334 -3.07% Q3 2026 Oct 06, 2026
Steelhead Wealth Management LLC History No change 10,929 2,756 1.11% 1.11% 350 0 0.0% Q2 2026 Aug 13, 2026
Castle Rock Wealth Management, LLC History No change 11,002 2,736 0.54% 0.54% 351 0 0.0% Q2 2026 Jul 07, 2026
Canvas Wealth Advisors, LLC History No change 10,702 2,699 0.38% 0.38% 352 0 0.0% Q2 2026 Jul 10, 2026
Patriot Financial Group Insurance Agency, LLC History No change 10,682 2,694 0.28% 0.28% 353 0 0.0% Q2 2026 Jul 16, 2026
Allen Investment Management, LLC History No change 10,606 2,675 0.03% 0.03% 354 0 0.0% Q2 2026 Aug 05, 2026
Nova Wealth Management, Inc. History No change 10,601 2,673 1.48% 1.48% 355 0 0.0% Q2 2026 Jul 13, 2026
Apollon Financial, LLC History No change 10,539 2,658 0.31% 0.31% 356 0 0.0% Q2 2026 Jul 22, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 10,480 2,643 0.02% 0.02% 357 0 0.0% Q2 2026 Aug 14, 2026
SONATA CAPITAL GROUP INC History No change 10,480 2,643 0.85% 0.85% 358 0 0.0% Q2 2026 Jul 24, 2026
Global Financial Private Client, LLC History No change 10,464 2,639 0.72% 0.72% 359 0 0.0% Q2 2026 Jul 20, 2026
Coastal Bridge Advisors, LLC History No change 10,410 2,625 0.16% 0.16% 360 0 0.0% Q2 2026 Aug 17, 2026
Apella Capital, LLC History No change 10,760 2,617 0.04% 0.04% 361 0 0.0% Q2 2026 Jul 08, 2026
NCM Capital Management, LLC History No change 10,359 2,612 0.8% 0.8% 362 0 0.0% Q2 2026 Aug 14, 2026
Avid Wealth Partners LLC History No change 10,348 2,610 1.26% 1.26% 363 0 0.0% Q2 2026 Aug 03, 2026
PATTEN & PATTEN INC/TN History No change 10,273 2,591 0.14% 0.14% 364 0 0.0% Q2 2026 Aug 05, 2026
AVALON CAPITAL MANAGEMENT History No change 10,265 2,589 0.61% 0.61% 365 0 0.0% Q2 2026 Jul 16, 2026
WESBANCO BANK INC History No change 10,225 2,579 0.06% 0.06% 366 0 0.0% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History No change 10,119 2,552 0.03% 0.03% 367 0 0.0% Q2 2026 Aug 03, 2026
Brookstone Capital Management History No change 10,047 2,534 0.03% 0.03% 368 0 0.0% Q2 2026 Jul 15, 2026
B. Riley Wealth Advisors, Inc. History No change 10,286 2,532 0.14% 0.14% 369 0 0.0% Q2 2026 Jul 14, 2026
Wealthspire Retirement, LLC History No change 10,059 2,520 0.14% 0.14% 370 0 0.0% Q2 2026 Aug 12, 2026
BEACON FINANCIAL GROUP History No change 9,927 2,503 0.23% 0.23% 371 0 0.0% Q2 2026 Jul 16, 2026
WealthCare Investment Partners, LLC History No change 9,895 2,495 0.61% 0.61% 372 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 9,955 2,487 0.12% 0.12% 373 0 0.0% Q2 2026 Jul 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 9,994 2,486 0.15% 0.15% 374 0 0.0% Q2 2026 Jul 22, 2026
Magnus Financial Group LLC History No change 9,825 2,478 0.18% 0.18% 375 0 0.0% Q2 2026 Jul 09, 2026
Visionary Wealth Advisors History No change 9,810 2,474 0.1% 0.1% 376 0 0.0% Q2 2026 Aug 13, 2026
Northside Capital Management, LLC History No change 9,800 2,471 0.2% 0.2% 377 0 0.0% Q2 2026 Jul 10, 2026
WESTBOURNE INVESTMENTS, INC. History No change 9,618 2,425 0.99% 0.99% 378 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History No change 9,568 2,413 0.1% 0.1% 379 0 0.0% Q2 2026 Aug 10, 2026
Maltin Wealth Management, Inc. History No change 9,510 2,398 0.8% 0.8% 380 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 10,188 2,394 0.04% 0.04% 381 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 10,188 2,394 0.04% 0.04% 382 0 0.0% Q2 2026 Jul 29, 2026
CARRET ASSET MANAGEMENT, LLC History No change 9,262 2,336 0.2% 0.2% 383 0 0.0% Q2 2026 Aug 04, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 9,258 2,335 0.27% 0.27% 384 0 0.0% Q2 2026 Aug 10, 2026
MERIDIAN MANAGEMENT CO History No change 9,200 2,320 0.52% 0.52% 385 0 0.0% Q2 2026 Aug 04, 2026
RWA WEALTH PARTNERS, LLC History No change 9,146 2,306 0.02% 0.02% 386 0 0.0% Q2 2026 Aug 07, 2026
Kelly Financial Services LLC History No change 9,089 2,292 0.49% 0.49% 387 0 0.0% Q2 2026 Jul 14, 2026
FIRST NATIONAL TRUST CO History No change 9,039 2,279 0.08% 0.08% 388 0 0.0% Q2 2026 Jul 30, 2026
Aviance Capital Partners, LLC History No change 8,886 2,241 0.23% 0.23% 389 0 0.0% Q2 2026 Jul 30, 2026
Investment Advisory Group, LLC History No change 8,822 2,225 0.48% 0.48% 390 0 0.0% Q2 2026 Aug 06, 2026
Maia Wealth LLC History No change 8,810 2,222 0.33% 0.33% 391 0 0.0% Q2 2026 Jul 28, 2026
Samara Investment Management, LLC History No change 8,757 2,208 2.03% 2.03% 392 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 8,694 2,192 0.06% 0.06% 393 0 0.0% Q2 2026 Jul 17, 2026
Asempa Wealth Advisors History Added to 8,209 2,190 1.67% 1.42% 394 +636 8.4% Q3 2026 Oct 07, 2026
Advisory Alpha, LLC History No change 8,609 2,171 0.05% 0.05% 395 0 0.0% Q2 2026 Aug 11, 2026
HRT FINANCIAL LP History No change 8,606 2,170 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 14, 2026
HCR Wealth Advisors History No change 8,516 2,148 0.19% 0.19% 397 0 0.0% Q2 2026 Jul 13, 2026
Balance Wealth Partners LLC History No change 8,508 2,146 0.57% 0.57% 398 0 0.0% Q2 2026 Jul 21, 2026
BOSTON FAMILY OFFICE LLC History No change 8,500 2,144 0.13% 0.13% 399 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 8,622 2,144 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History No change 8,483 2,139 0.04% 0.04% 401 0 0.0% Q2 2026 Aug 06, 2026
Chesley Taft & Associates LLC History No change 8,421 2,124 0.08% 0.08% 402 0 0.0% Q2 2026 Jul 08, 2026
Freestone Capital Holdings, LLC History No change 8,379 2,113 0.05% 0.05% 403 0 0.0% Q2 2026 Jul 31, 2026
DAVENPORT & Co LLC History No change 8,370 2,111 0.01% 0.01% 404 0 0.0% Q2 2026 Jul 13, 2026
Modern Wealth Management, LLC History No change 8,372 2,111 0.03% 0.03% 405 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 8,334 2,102 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 8,538 2,092 1.34% 1.34% 407 0 0.0% Q2 2026 Jul 09, 2026
Lewis Asset Management, LLC History No change 8,277 2,087 0.73% 0.73% 408 0 0.0% Q2 2026 Jul 21, 2026
Intrepid Financial Planning Group LLC History No change 8,198 2,067 0.7% 0.7% 409 0 0.0% Q2 2026 Aug 12, 2026
CPWA, LLC History No change 8,198 2,067 2.4% 2.4% 410 0 0.0% Q2 2026 Jul 30, 2026
Advus Financial Partners, LLC History No change 8,192 2,066 0.59% 0.59% 411 0 0.0% Q2 2026 Oct 02, 2026
Aprio Wealth Management, LLC History No change 8,059 2,032 0.1% 0.1% 412 0 0.0% Q2 2026 Jul 24, 2026
Meridian Wealth Advisors, LLC History No change 8,051 2,030 0.23% 0.23% 413 0 0.0% Q2 2026 Aug 14, 2026
Bawa N Mallick Trust History No change 8,000 2,017 0.65% 0.65% 414 0 0.0% Q2 2026 Aug 14, 2026
Sharkey, Howes & Javer History No change 7,941 2,003 0.24% 0.24% 415 0 0.0% Q2 2026 Jul 09, 2026
Pallas Capital Advisors LLC History No change 7,917 1,996 0.06% 0.06% 416 0 0.0% Q2 2026 Aug 07, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 7,866 1,984 0.02% 0.02% 417 0 0.0% Q2 2026 Sep 23, 2026
NewEdge Wealth, LLC History No change 7,847 1,979 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 10, 2026
NAVELLIER & ASSOCIATES INC History No change 7,835 1,976 0.16% 0.16% 419 0 0.0% Q2 2026 Aug 04, 2026
PRIVATE TRUST CO NA History No change 7,837 1,976 0.16% 0.16% 420 0 0.0% Q2 2026 Jul 28, 2026
VICTORY FINANCIAL GROUP, LLC History No change 7,784 1,963 0.21% 0.21% 421 0 0.0% Q2 2026 Jul 28, 2026
West Wealth Group, LLC History No change 7,744 1,953 0.32% 0.32% 422 0 0.0% Q2 2026 Aug 06, 2026
UNIQUE WEALTH, LLC History No change 7,741 1,952 0.23% 0.23% 423 0 0.0% Q2 2026 Jul 21, 2026
Tower Research Capital LLC (TRC) History No change 7,629 1,924 0.05% 0.05% 424 0 0.0% Q2 2026 Aug 11, 2026
CX Institutional History Reduced 7,193 1,905 0.05% 0.06% 425 -1,012 -12.33% Q3 2026 Oct 02, 2026
Certified Advisory Corp History No change 7,551 1,904 0.15% 0.15% 426 0 0.0% Q2 2026 Jul 16, 2026
Sowell Financial Services LLC History No change 7,539 1,901 0.06% 0.06% 427 0 0.0% Q2 2026 Jul 17, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 7,509 1,893 0.3% 0.3% 428 0 0.0% Q2 2026 Aug 07, 2026
Moors & Cabot, Inc. History No change 7,495 1,890 0.07% 0.07% 429 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 7,399 1,866 0.34% 0.34% 430 0 0.0% Q2 2026 Aug 04, 2026
Greenspring Advisors, LLC History No change 7,329 1,848 0.1% 0.1% 431 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 7,322 1,847 0.03% 0.03% 432 0 0.0% Q2 2026 Aug 12, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 7,290 1,838 0.15% 0.15% 433 0 0.0% Q2 2026 Jul 28, 2026
BridgePort Financial Solutions, LLC History No change 7,253 1,829 0.47% 0.47% 434 0 0.0% Q2 2026 Jul 24, 2026
Stratos Investment Management, LLC History No change 7,250 1,828 0.07% 0.07% 435 0 0.0% Q2 2026 Aug 11, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 7,243 1,827 0.63% 0.63% 436 0 0.0% Q2 2026 Aug 13, 2026
Kaydan Wealth Management, Inc. History No change 7,185 1,812 0.55% 0.55% 437 0 0.0% Q2 2026 Jul 24, 2026
Compass Financial Group, Inc. (Ohio) History No change 7,172 1,808 1.21% 1.21% 438 0 0.0% Q2 2026 Aug 12, 2026
Curi Capital, LLC History No change 7,108 1,792 0.03% 0.03% 439 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 7,094 1,789 0.12% 0.12% 440 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Financial Partners, Inc. History No change 7,035 1,774 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 7,007 1,767 0.23% 0.23% 442 0 0.0% Q2 2026 Jul 27, 2026
FIRST CITIZENS BANK & TRUST CO History No change 6,995 1,764 0.03% 0.03% 443 0 0.0% Q2 2026 Jul 13, 2026
SAXON INTERESTS, INC. History No change 6,935 1,749 0.48% 0.48% 444 0 0.0% Q2 2026 Aug 12, 2026
American Institute for Advanced Investment Management, LLP History No change 6,929 1,747 1.01% 1.01% 445 0 0.0% Q2 2026 Jul 21, 2026
LANARK FINANCIAL, INC. History No change 6,878 1,734 0.12% 0.12% 446 0 0.0% Q2 2026 Jul 21, 2026
Americana Partners, LLC History No change 6,840 1,725 0.04% 0.04% 447 0 0.0% Q2 2026 Aug 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 6,797 1,714 0.06% 0.06% 448 0 0.0% Q2 2026 Aug 14, 2026
ADELL HARRIMAN & CARPENTER INC History No change 6,788 1,712 0.09% 0.09% 449 0 0.0% Q2 2026 Aug 04, 2026
Aurora Private Wealth, Inc. History No change 6,764 1,706 1.08% 1.08% 450 0 0.0% Q2 2026 Jul 21, 2026
First Western Trust Bank History No change 6,700 1,689 0.08% 0.08% 451 0 0.0% Q2 2026 Jul 29, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 6,680 1,684 0.54% 0.54% 452 0 0.0% Q2 2026 Jul 17, 2026
Olde Wealth Management, LLC History No change 6,667 1,681 0.48% 0.48% 453 0 0.0% Q2 2026 Aug 13, 2026
CWA Asset Management Group, LLC History No change 6,651 1,677 0.05% 0.05% 454 0 0.0% Q2 2026 Jul 14, 2026
Empowered Funds, LLC History No change 6,632 1,672 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 14, 2026
Ridgeline Wealth, LLC History No change 6,617 1,669 0.98% 0.98% 456 0 0.0% Q2 2026 Jul 06, 2026
Cyndeo Wealth Partners, LLC History No change 6,565 1,655 0.08% 0.08% 457 0 0.0% Q2 2026 Jul 21, 2026
Blue Trust, Inc. History No change 6,539 1,649 0.02% 0.02% 458 0 0.0% Q2 2026 Jul 21, 2026
HARMONY ASSET MANAGEMENT LLC History No change 6,498 1,639 0.44% 0.44% 459 0 0.0% Q2 2026 Jul 20, 2026
Purewater Capital LLC History No change 6,499 1,639 1.18% 1.18% 460 0 0.0% Q2 2026 Jul 28, 2026
BROOKTREE CAPITAL MANAGEMENT History No change 6,476 1,633 1.07% 1.07% 461 0 0.0% Q2 2026 Aug 05, 2026
M3 Advisory Group, LLC History No change 6,462 1,629 0.84% 0.84% 462 0 0.0% Q2 2026 Jul 24, 2026
Zhang Financial LLC History No change 6,454 1,627 0.05% 0.05% 463 0 0.0% Q2 2026 Jul 30, 2026
TWO SIGMA SECURITIES, LLC History No change 6,385 1,610 0.14% 0.14% 464 0 0.0% Q2 2026 Aug 14, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 6,386 1,610 0.52% 0.52% 465 0 0.0% Q2 2026 Jul 15, 2026
WILLNER & HELLER, LLC History No change 6,372 1,607 1.01% 1.01% 466 0 0.0% Q2 2026 Jul 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 6,352 1,602 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 10, 2026
Graves Light Lenhart Wealth, Inc. History No change 6,348 1,601 0.15% 0.15% 468 0 0.0% Q2 2026 Jul 07, 2026
Summit Financial, LLC History No change 6,324 1,595 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 12, 2026
Berkeley Capital Partners, LLC History No change 6,280 1,584 0.33% 0.33% 470 0 0.0% Q2 2026 Aug 06, 2026
Essex Financial Services, Inc. History No change 6,254 1,577 0.08% 0.08% 471 0 0.0% Q2 2026 Aug 10, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 6,238 1,573 0.16% 0.16% 472 0 0.0% Q2 2026 Sep 02, 2026
IBEX WEALTH ADVISORS History No change 6,234 1,572 0.12% 0.12% 473 0 0.0% Q2 2026 Jul 27, 2026
SEI INVESTMENTS CO History No change 6,161 1,553 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 14, 2026
DAGCO, INC. History No change 6,107 1,540 0.28% 0.28% 475 0 0.0% Q2 2026 Jul 10, 2026
Worth Asset Management, LLC History Reduced 5,791 1,534 0.45% 0.48% 476 -205 -3.42% Q3 2026 Oct 07, 2026
PKS Advisory Services, LLC History No change 6,073 1,531 0.24% 0.24% 477 0 0.0% Q2 2026 Aug 04, 2026
Lavaca Capital LLC History No change 6,059 1,528 0.15% 0.15% 478 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 6,048 1,525 0.07% 0.07% 479 0 0.0% Q2 2026 Jul 28, 2026
Comprehensive Financial Planning, Inc./PA History No change 6,032 1,521 0.81% 0.81% 480 0 0.0% Q2 2026 Aug 10, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 6,029 1,520 0.43% 0.43% 481 0 0.0% Q2 2026 Jul 24, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 5,694 1,508 0.16% 0.9% 482 -26,475 -82.3% Q3 2026 Oct 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 5,898 1,487 0.1% 0.1% 483 0 0.0% Q2 2026 Jul 07, 2026
Wealthstar Advisors, LLC History No change 5,879 1,482 0.43% 0.43% 484 0 0.0% Q2 2026 Jul 30, 2026
Montz Harcus Wealth Management LLC History No change 5,811 1,465 0.52% 0.52% 485 0 0.0% Q2 2026 Jul 24, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 5,789 1,460 0.08% 0.08% 486 0 0.0% Q2 2026 Jul 15, 2026
Petix & Botte Co History No change 5,758 1,452 0.29% 0.29% 487 0 0.0% Q2 2026 Aug 04, 2026
WEDBUSH SECURITIES INC History No change 5,750 1,450 0.04% 0.04% 488 0 0.0% Q2 2026 Jul 28, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 5,749 1,450 0.08% 0.08% 489 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Advisors, LLC History No change 5,731 1,445 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 06, 2026
CHAPIN DAVIS, INC. History No change 5,700 1,437 0.25% 0.25% 491 0 0.0% Q2 2026 Jul 07, 2026
World Investment Advisors History No change 7,825 1,435 0.02% 0.02% 492 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History No change 5,657 1,426 0.01% 0.01% 493 0 0.0% Q2 2026 Jul 21, 2026
Cassaday & Co Wealth Management LLC History No change 5,620 1,417 0.03% 0.03% 494 0 0.0% Q2 2026 Aug 10, 2026
Tradition Wealth Management, LLC History No change 5,596 1,411 0.09% 0.09% 495 0 0.0% Q2 2026 Aug 11, 2026
Beacon Bridge Wealth Partners, LLC History No change 5,595 1,411 0.4% 0.4% 496 0 0.0% Q2 2026 Aug 05, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 5,644 1,409 0.93% 0.93% 497 0 0.0% Q2 2026 Jul 06, 2026
Westwood Wealth Management History No change 5,590 1,409 0.41% 0.41% 498 0 0.0% Q2 2026 Aug 07, 2026
Hudson Portfolio Management LLC History No change 5,575 1,406 1.06% 1.06% 499 0 0.0% Q2 2026 Aug 12, 2026
Shared Vision Wealth Group LLC History No change 5,574 1,405 0.48% 0.48% 500 0 0.0% Q2 2026 Jul 31, 2026
HighPoint Advisor Group LLC History No change 5,563 1,403 0.05% 0.05% 501 0 0.0% Q2 2026 Aug 05, 2026
Balboa Wealth Partners History No change 5,508 1,389 0.19% 0.19% 502 0 0.0% Q2 2026 Aug 10, 2026
MKT Advisors LLC History No change 5,707 1,388 0.43% 0.43% 503 0 0.0% Q2 2026 Jul 09, 2026
Savvy Advisors, Inc. History No change 5,426 1,368 0.03% 0.03% 504 0 0.0% Q2 2026 Aug 03, 2026
SAX WEALTH ADVISORS, LLC History No change 7,525 1,365 0.06% 0.06% 505 0 0.0% Q2 2026 Jul 09, 2026
Fortis Group Advisors, LLC History No change 5,390 1,359 0.22% 0.22% 506 0 0.0% Q2 2026 Jul 24, 2026
GRANVILLE CAPITAL, INC. History No change 5,355 1,350 0.6% 0.6% 507 0 0.0% Q2 2026 Aug 11, 2026
Accredited Investors Inc. History No change 5,307 1,338 0.06% 0.06% 508 0 0.0% Q2 2026 Jul 21, 2026
WealthPlan Investment Management, LLC History No change 5,302 1,337 0.07% 0.07% 509 0 0.0% Q2 2026 Jul 28, 2026
Russell Investments Group, Ltd. History No change 5,278 1,331 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 06, 2026
Symphony Financial Services, Inc. History No change 5,270 1,329 0.6% 0.6% 511 0 0.0% Q2 2026 Jul 22, 2026
Orion Porfolio Solutions, LLC History No change 5,250 1,324 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 14, 2026
Concord Wealth Partners History No change 5,210 1,314 0.15% 0.15% 513 0 0.0% Q2 2026 Jul 27, 2026
KM Capital Management Ltd. History No change 5,206 1,313 0.62% 0.62% 514 0 0.0% Q2 2026 Aug 14, 2026
Palumbo Wealth Management LLC History No change 5,200 1,311 0.27% 0.27% 515 0 0.0% Q2 2026 Aug 12, 2026
Old North State Wealth Management, LLC History No change 5,177 1,308 0.56% 0.56% 516 0 0.0% Q2 2026 Jul 17, 2026
SIGNATUREFD, LLC History No change 5,176 1,305 0.02% 0.02% 517 0 0.0% Q2 2026 Jul 23, 2026
Strategic Financial Concepts, LLC History No change 5,167 1,303 0.39% 0.39% 518 0 0.0% Q2 2026 Jul 27, 2026
Yukon Wealth Management, Inc. History No change 5,152 1,299 0.37% 0.37% 519 0 0.0% Q2 2026 Aug 14, 2026
Tactive Advisors, LLC History No change 5,133 1,294 0.32% 0.32% 520 0 0.0% Q2 2026 Jul 08, 2026
MONTAG A & ASSOCIATES INC History No change 5,130 1,293 0.05% 0.05% 521 0 0.0% Q2 2026 Aug 05, 2026
Capital Analysts, LLC History No change 5,096 1,285 0.03% 0.03% 522 0 0.0% Q2 2026 Aug 05, 2026
Qube Research & Technologies Ltd History No change 5,087 1,283 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 5,075 1,280 0.02% 0.02% 524 0 0.0% Q2 2026 Aug 07, 2026
Advyzon Investment Management, LLC History No change 5,031 1,268 0.09% 0.09% 525 0 0.0% Q2 2026 Aug 14, 2026
Retirement Wealth Solutions LLC History Reduced 4,780 1,266 0.67% 0.67% 526 -28 -0.58% Q3 2026 Oct 07, 2026
Plancorp, LLC History No change 5,142 1,258 0.03% 0.03% 527 0 0.0% Q2 2026 Jul 14, 2026
COURIER CAPITAL LLC History No change 4,979 1,255 0.06% 0.06% 528 0 0.0% Q2 2026 Jul 16, 2026
Choate Investment Advisors History No change 4,950 1,248 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 11, 2026
UNIVEST FINANCIAL Corp History No change 4,934 1,244 0.06% 0.06% 530 0 0.0% Q2 2026 Aug 07, 2026
Rede Wealth, LLC History No change 4,868 1,227 0.41% 0.41% 531 0 0.0% Q2 2026 Aug 03, 2026
FAS Wealth Partners, Inc. History No change 4,864 1,226 0.06% 0.06% 532 0 0.0% Q2 2026 Jul 29, 2026
Capital Investment Advisory Services, LLC History No change 4,859 1,225 0.08% 0.08% 533 0 0.0% Q2 2026 Jul 23, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 4,860 1,225 0.33% 0.33% 534 0 0.0% Q2 2026 Jul 16, 2026
Unified Investment Management History No change 4,855 1,224 1.13% 1.13% 535 0 0.0% Q2 2026 Jul 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 4,829 1,218 0.02% 0.02% 536 0 0.0% Q2 2026 Jul 14, 2026
SIERRA SUMMIT ADVISORS LLC History No change 4,812 1,213 0.14% 0.14% 537 0 0.0% Q2 2026 Jul 20, 2026
Lighthouse Financial LLC History No change 4,795 1,209 0.63% 0.63% 538 0 0.0% Q2 2026 Aug 13, 2026
Cardinal Point Capital Management ULC History No change 4,775 1,204 0.07% 0.07% 539 0 0.0% Q2 2026 Jul 14, 2026
Retirement Planning Group, LLC History No change 4,736 1,194 0.03% 0.03% 540 0 0.0% Q2 2026 Aug 05, 2026
Triad Wealth Partners, LLC History No change 4,903 1,194 0.07% 0.07% 541 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 4,710 1,188 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 13, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 4,712 1,188 0.16% 0.16% 543 0 0.0% Q2 2026 Jul 24, 2026
GLENMEDE TRUST CO NA History No change 4,684 1,181 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 10, 2026
LANE BROTHERS & CO INC History No change 4,683 1,181 0.77% 0.77% 545 0 0.0% Q2 2026 Aug 05, 2026
NORTHLAND SECURITIES, INC. History No change 4,658 1,174 0.68% 0.68% 546 0 0.0% Q2 2026 Aug 04, 2026
Smartleaf Asset Management LLC History No change 4,731 1,164 0.04% 0.04% 547 0 0.0% Q2 2026 Aug 12, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 4,606 1,161 0.17% 0.17% 548 0 0.0% Q2 2026 Jul 21, 2026
ROMAN BUTLER FULLERTON & CO History No change 4,735 1,159 0.28% 0.28% 549 0 0.0% Q2 2026 Aug 06, 2026
BURNS J W & CO INC/NY History No change 4,560 1,150 0.12% 0.12% 550 0 0.0% Q2 2026 Jul 15, 2026
Westmount Partners, LLC History No change 4,530 1,142 0.25% 0.25% 551 0 0.0% Q2 2026 Jul 07, 2026
Mainstream Capital Management LLC History No change 4,515 1,138 0.69% 0.69% 552 0 0.0% Q2 2026 Jul 15, 2026
CrossGen Wealth, LLC History No change 4,488 1,132 0.88% 0.88% 553 0 0.0% Q2 2026 Jul 24, 2026
Cooper Financial Group History Reduced 4,272 1,131 0.09% 0.09% 555 -48 -1.11% Q3 2026 Oct 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 4,485 1,131 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 14, 2026
Occidental Asset Management, LLC History No change 4,482 1,130 0.11% 0.11% 556 0 0.0% Q2 2026 Aug 07, 2026
Riverview Capital Advisers, LLC History No change 9,834 1,129 0.32% 0.32% 557 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 4,459 1,124 0.08% 0.08% 558 0 0.0% Q2 2026 Aug 06, 2026
Stanich Group LLC History No change 4,455 1,123 0.71% 0.71% 559 0 0.0% Q2 2026 Jul 16, 2026
Vestmark Advisory Solutions, Inc. History No change 4,435 1,118 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 4,418 1,114 0.01% 0.01% 561 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Wealth Group, LLC History No change 4,417 1,114 0.07% 0.07% 562 0 0.0% Q2 2026 Jul 27, 2026
Affiance Financial, LLC History No change 4,400 1,109 0.16% 0.16% 563 0 0.0% Q2 2026 Jul 09, 2026
Integras Partners LLC History No change 4,396 1,108 0.61% 0.61% 564 0 0.0% Q2 2026 Jul 24, 2026
Presidio Capital Management, LLC History No change 4,343 1,095 0.27% 0.27% 565 0 0.0% Q2 2026 Jul 14, 2026
Financial Engines Advisors L.L.C. History No change 4,329 1,091 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 14, 2026
Lakeridge Wealth Management LLC History No change 4,323 1,090 0.4% 0.4% 567 0 0.0% Q2 2026 Jul 14, 2026
WARNER FINANCIAL, INC History No change 4,313 1,087 0.32% 0.32% 568 0 0.0% Q2 2026 Jul 09, 2026
Modera Wealth Management, LLC History No change 4,275 1,078 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 03, 2026
Orange Investment Advisors, Inc. History No change 4,270 1,077 0.13% 0.13% 570 0 0.0% Q2 2026 Jul 21, 2026
LiftPoint Family Wealth Advisors LLC History No change 4,271 1,077 0.73% 0.73% 571 0 0.0% Q2 2026 Aug 05, 2026
Signet Private Wealth LLC History No change 4,227 1,066 0.85% 0.85% 572 0 0.0% Q2 2026 Aug 06, 2026
Harvest Investment Services, LLC History No change 4,218 1,063 0.16% 0.16% 573 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 4,187 1,056 0.07% 0.07% 574 0 0.0% Q2 2026 Jul 30, 2026
Neuberger Berman Group LLC History No change 4,174 1,052 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History No change 4,170 1,051 0.04% 0.04% 576 0 0.0% Q2 2026 Jul 29, 2026
SPINNAKER TRUST History No change 4,148 1,046 0.05% 0.05% 577 0 0.0% Q2 2026 Aug 03, 2026
NICOLET BANKSHARES INC History No change 4,227 1,045 0.03% 0.03% 578 0 0.0% Q2 2026 Aug 11, 2026
Advance Capital Management, Inc. History No change 4,137 1,043 0.03% 0.03% 579 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 4,135 1,043 0.02% 0.02% 580 0 0.0% Q2 2026 Jul 09, 2026
Bison Wealth, LLC History No change 4,185 1,035 0.09% 0.09% 581 0 0.0% Q2 2026 Jul 07, 2026
RIK SAYLOR FINANCIAL, INC. History No change 4,079 1,028 0.68% 0.68% 582 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History No change 4,012 1,011 0.02% 0.02% 583 0 0.0% Q2 2026 Jul 08, 2026
Invesco Ltd. History No change 3,998 1,008 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 14, 2026
Westover Capital Advisors, LLC History No change 4,000 1,008 0.17% 0.17% 585 0 0.0% Q2 2026 Aug 04, 2026
Latitude Advisors, LLC History No change 3,963 999 0.4% 0.4% 586 0 0.0% Q2 2026 Jul 27, 2026
Argyle Capital Partners, LLC History No change 3,963 999 0.63% 0.63% 587 0 0.0% Q2 2026 Aug 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,939 993 0.01% 0.01% 588 0 0.0% Q2 2026 Jul 20, 2026
Gladstone Institutional Advisory LLC History No change 3,922 989 0.03% 0.03% 589 0 0.0% Q2 2026 Jul 27, 2026
Schuylkill Financial LLC History No change 3,921 988 0.91% 0.91% 590 0 0.0% Q2 2026 Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 3,865 975 0.02% 0.02% 591 0 0.0% Q2 2026 Aug 10, 2026
Family Manage LLC History No change 3,860 973 0.1% 0.1% 592 0 0.0% Q2 2026 Aug 14, 2026
Dodds Wealth, LLC History No change 3,851 971 0.22% 0.22% 593 0 0.0% Q2 2026 Aug 06, 2026
Accel Wealth Management History No change 3,840 968 0.22% 0.22% 594 0 0.0% Q2 2026 Jul 10, 2026
TrueWealth Advisors, LLC History No change 3,825 964 0.22% 0.22% 595 0 0.0% Q2 2026 Jul 08, 2026
Ausdal Financial Partners, Inc. History No change 3,756 947 0.04% 0.04% 596 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History No change 3,752 946 0.03% 0.03% 597 0 0.0% Q2 2026 Jul 29, 2026
GFS Advisors, LLC History No change 45,680 943 0.1% 0.1% 598 0 0.0% Q2 2026 Aug 04, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 3,715 937 0.18% 0.18% 599 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 3,710 935 0.05% 0.05% 600 0 0.0% Q2 2026 Jul 10, 2026
Davis Wealth Advisors, LLC History No change 3,703 933 0.72% 0.72% 601 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Partners LLC History No change 3,694 931 0.23% 0.23% 602 0 0.0% Q2 2026 Aug 05, 2026
Amicus Financial Advisors, LLC History No change 3,674 926 0.23% 0.23% 603 0 0.0% Q2 2026 Jul 20, 2026
Kingsview Wealth Management, LLC History No change 3,619 912 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 18, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 3,619 912 0.06% 0.06% 605 0 0.0% Q2 2026 Aug 12, 2026
United Capital Management of KS, Inc. History No change 3,574 901 0.12% 0.12% 606 0 0.0% Q2 2026 Aug 05, 2026
BLVD Private Wealth, LLC History No change 3,551 895 0.67% 0.67% 607 0 0.0% Q2 2026 Jul 23, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 3,534 891 0.31% 0.31% 608 0 0.0% Q2 2026 Jul 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 3,512 885 0.02% 0.02% 609 0 0.0% Q2 2026 Jul 17, 2026
Lantz Financial LLC History No change 3,496 881 0.16% 0.16% 610 0 0.0% Q2 2026 Jul 09, 2026
EverSource Wealth Advisors, LLC History No change 3,461 872 0.03% 0.03% 611 0 0.0% Q2 2026 Jul 24, 2026
Astoria Portfolio Advisors LLC. History No change 3,455 871 0.15% 0.15% 612 0 0.0% Q2 2026 Jul 28, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 3,438 867 0.02% 0.02% 613 0 0.0% Q2 2026 Jul 31, 2026
Oxinas Partners, LLC History No change 3,430 865 0.34% 0.34% 614 0 0.0% Q2 2026 Jul 14, 2026
ASL Financial, LLC History No change 3,431 865 0.61% 0.61% 615 0 0.0% Q2 2026 Jul 21, 2026
Urban Wealth Management, LLC History No change 3,405 858 0.75% 0.75% 616 0 0.0% Q2 2026 Jul 23, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 3,400 857 0.15% 0.15% 617 0 0.0% Q2 2026 Aug 04, 2026
Avalon Trust Co History No change 3,396 856 0.05% 0.05% 618 0 0.0% Q2 2026 Aug 06, 2026
Bedminster, LLC History No change 3,390 855 0.73% 0.73% 619 0 0.0% Q2 2026 Aug 04, 2026
WORLD EQUITY GROUP, INC. History No change 3,386 854 0.19% 0.19% 620 0 0.0% Q2 2026 Jul 09, 2026
Intrua Financial, LLC History No change 3,375 851 0.08% 0.08% 621 0 0.0% Q2 2026 Jul 24, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,369 849 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 13, 2026
Nikulski Financial, Inc. History No change 3,360 847 0.18% 0.18% 623 0 0.0% Q2 2026 Jul 28, 2026
XML Financial, LLC History No change 3,352 845 0.06% 0.06% 624 0 0.0% Q2 2026 Jul 24, 2026
Hoxton Planning & Management, LLC History No change 3,350 844 0.22% 0.22% 625 0 0.0% Q2 2026 Jul 16, 2026
Essex Bank History No change 3,345 843 0.18% 0.18% 626 0 0.0% Q2 2026 Jul 23, 2026
Moment Partners, LLC History No change 3,339 842 0.15% 0.15% 627 0 0.0% Q2 2026 Jul 29, 2026
VISIONARY HORIZONS, LLC History No change 3,335 841 0.35% 0.35% 628 0 0.0% Q2 2026 Jul 16, 2026
Mosley Wealth Management History No change 3,300 832 0.26% 0.26% 629 0 0.0% Q2 2026 Jul 23, 2026
Avantax Planning Partners, Inc. History No change 3,296 831 0.02% 0.02% 630 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Wealth, LLC/TN History No change 3,346 831 0.42% 0.42% 631 0 0.0% Q2 2026 Jul 29, 2026
Interchange Capital Partners, LLC History No change 3,284 828 0.16% 0.16% 632 0 0.0% Q2 2026 Jul 20, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,248 819 0.02% 0.02% 633 0 0.0% Q2 2026 Jul 15, 2026
Diversified Trust Co History No change 3,225 813 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 17, 2026
Aspen Investment Management Inc History No change 3,215 811 0.22% 0.22% 635 0 0.0% Q2 2026 Jul 17, 2026
Main Street Group, LTD History No change 3,213 810 0.19% 0.19% 636 0 0.0% Q2 2026 Jul 13, 2026
Sensible Money, LLC History No change 3,200 807 0.21% 0.21% 637 0 0.0% Q2 2026 Jul 30, 2026
Columbia Bank History No change 3,200 807 0.18% 0.18% 638 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Holdings Inc. History No change 3,160 797 0.06% 0.06% 639 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 3,149 794 0.02% 0.02% 640 0 0.0% Q2 2026 Aug 14, 2026
TBH Global Asset Management, LLC History No change 3,128 788 0.14% 0.14% 641 0 0.0% Q2 2026 Aug 05, 2026
Next Level Private LLC History No change 3,111 784 0.15% 0.15% 642 0 0.0% Q2 2026 Jul 09, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,099 781 0.01% 0.01% 643 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 3,099 781 0.05% 0.05% 644 0 0.0% Q2 2026 Jul 23, 2026
Howard Capital Management, LLC History No change 3,087 778 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 28, 2026
Fiduciary Group, LLC History No change 3,044 767 0.06% 0.06% 646 0 0.0% Q2 2026 Aug 10, 2026
Forvis Mazars Wealth Advisors, LLC History No change 3,037 765 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 10, 2026
Shepherd Financial Partners LLC History No change 3,032 764 0.06% 0.06% 648 0 0.0% Q2 2026 Aug 10, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 3,025 762 0.1% 0.1% 649 0 0.0% Q2 2026 Aug 25, 2026
Canal Capital Management, LLC History No change 2,985 752 0.09% 0.09% 650 0 0.0% Q2 2026 Jul 28, 2026
Gerber Kawasaki Wealth & Investment Management History No change 2,983 752 0.02% 0.02% 651 0 0.0% Q2 2026 Aug 07, 2026
Manchester Capital Management LLC History No change 2,968 748 0.1% 0.1% 652 0 0.0% Q2 2026 Aug 13, 2026
Maridea Wealth Management LLC History No change 2,921 736 0.08% 0.08% 653 0 0.0% Q2 2026 Aug 06, 2026
PARK NATIONAL CORP /OH/ History Reduced 2,775 735 0.02% 0.04% 654 -2,998 -51.93% Q3 2026 Oct 05, 2026
Spectrum Planning & Advisory Services Inc. History No change 2,912 734 0.33% 0.33% 655 0 0.0% Q2 2026 Jul 14, 2026
Chesapeake Wealth Management History No change 2,892 729 0.2% 0.2% 656 0 0.0% Q2 2026 Aug 13, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 2,892 729 0.27% 0.27% 657 0 0.0% Q2 2026 Aug 13, 2026
CARDEROCK CAPITAL MANAGEMENT INC History No change 2,875 725 0.16% 0.16% 658 0 0.0% Q2 2026 Jul 07, 2026
Schorn Wealth LLC History No change 2,866 722 0.19% 0.19% 659 0 0.0% Q2 2026 Jul 31, 2026
PUREfi Wealth, LLC History No change 2,865 722 0.4% 0.4% 660 0 0.0% Q2 2026 Jul 27, 2026
Michels Family Financial, LLC History No change 2,862 721 0.46% 0.46% 661 0 0.0% Q2 2026 Aug 14, 2026
Madrid Wealth Management, LLC History No change 2,855 720 0.47% 0.47% 662 0 0.0% Q2 2026 Jul 31, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 2,998 719 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 2,850 718 0.55% 0.55% 664 0 0.0% Q2 2026 Aug 11, 2026
Kesler, Norman & Wride, LLC History No change 2,836 715 0.11% 0.11% 665 0 0.0% Q2 2026 Jul 23, 2026
REDW Wealth LLC History No change 2,816 710 0.25% 0.25% 666 0 0.0% Q2 2026 Jul 30, 2026
Cambria Investment Management, L.P. History No change 2,807 708 0.04% 0.04% 667 0 0.0% Q2 2026 Aug 14, 2026
Bensler, LLC History No change 2,771 699 0.06% 0.06% 668 0 0.0% Q2 2026 Jul 23, 2026
Crestwood Advisors Group, LLC History No change 2,769 698 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 03, 2026
Asset Management Group, Inc. History No change 2,770 698 0.1% 0.1% 670 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 2,739 690 0.03% 0.03% 671 0 0.0% Q2 2026 Aug 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 2,733 689 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 10, 2026
Empower Advisory Group, LLC History No change 2,724 687 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 12, 2026
WESPAC Advisors SoCal, LLC History No change 2,710 683 0.12% 0.12% 674 0 0.0% Q2 2026 Jul 16, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 2,700 681 0.1% 0.1% 675 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History No change 2,679 675 0.01% 0.01% 676 0 0.0% Q2 2026 Jul 31, 2026
Jackson Wealth Management, LLC History No change 2,666 672 0.4% 0.4% 677 0 0.0% Q2 2026 Aug 20, 2026
Samalin Investment Counsel, LLC History No change 2,656 670 0.21% 0.21% 678 0 0.0% Q2 2026 Jul 27, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,651 668 0.04% 0.04% 679 0 0.0% Q2 2026 Jul 28, 2026
Vontobel Holding Ltd. History No change 2,645 667 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 03, 2026
CVA Family Office, LLC History No change 2,635 664 0.06% 0.06% 681 0 0.0% Q2 2026 Aug 07, 2026
HT Partners LLC History No change 2,612 658 0.18% 0.18% 682 0 0.0% Q2 2026 Jul 16, 2026
OMNI 360 Wealth, Inc. History No change 2,610 658 0.3% 0.3% 683 0 0.0% Q2 2026 Jul 13, 2026
Legacy Financial Advisors, Inc. History No change 2,607 657 0.08% 0.08% 684 0 0.0% Q2 2026 Aug 05, 2026
Golden State Wealth Management, LLC History No change 2,607 657 0.06% 0.06% 685 0 0.0% Q2 2026 Jul 22, 2026
SMITH, MOORE & CO. History No change 2,600 655 0.04% 0.04% 686 0 0.0% Q2 2026 Aug 12, 2026
AMERIFLEX GROUP, INC. History No change 2,588 652 0.27% 0.27% 687 0 0.0% Q2 2026 Aug 13, 2026
PRAIRIE ADVISORY, LLC History No change 2,585 652 0.15% 0.15% 688 0 0.0% Q2 2026 Jul 20, 2026
Asset Advisory Group, Inc. History No change 2,580 650 0.28% 0.28% 689 0 0.0% Q2 2026 Jul 09, 2026
Founders Financial Alliance, LLC History No change 2,575 649 0.09% 0.09% 690 0 0.0% Q2 2026 Aug 04, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,570 648 0.02% 0.02% 691 0 0.0% Q2 2026 Jul 21, 2026
Signal Advisors Wealth, LLC History No change 2,569 647 0.03% 0.03% 692 0 0.0% Q2 2026 Aug 04, 2026
Buck Wealth Strategies, LLC History No change 2,557 644 0.07% 0.07% 693 0 0.0% Q2 2026 Jul 30, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 2,556 644 0.04% 0.04% 694 0 0.0% Q2 2026 Jul 20, 2026
Scarborough Advisors, LLC History No change 2,610 639 0.07% 0.07% 695 0 0.0% Q2 2026 Jul 21, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 2,532 638 0.03% 0.03% 696 0 0.0% Q2 2026 Aug 11, 2026
STRATEGY ASSET MANAGERS LLC History No change 2,522 636 0.09% 0.09% 697 0 0.0% Q2 2026 Aug 14, 2026
Blue Fin Capital, Inc. History No change 2,524 636 0.09% 0.09% 698 0 0.0% Q2 2026 Aug 04, 2026
MCDONALD PARTNERS LLC History No change 2,512 633 0.15% 0.15% 699 0 0.0% Q2 2026 Jul 28, 2026
IFG Advisors, LLC History No change 2,510 632 0.09% 0.09% 700 0 0.0% Q2 2026 Jul 22, 2026
Beaird Harris Wealth Management, LLC History No change 2,505 631 0.04% 0.04% 701 0 0.0% Q2 2026 Jul 08, 2026
Fisher Asset Management, LLC History No change 2,501 630 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 04, 2026
Advisors Capital Management, LLC History No change 2,489 627 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 11, 2026
Antonelli Financial Advisors, LLC History No change 2,461 621 0.43% 0.43% 704 0 0.0% Q2 2026 Jul 14, 2026
XY Planning Network, Inc. History No change 2,446 616 0.08% 0.08% 705 0 0.0% Q2 2026 Jul 14, 2026
BRIGHTON JONES LLC History No change 2,435 614 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 2,426 611 0.04% 0.04% 707 0 0.0% Q2 2026 Sep 04, 2026
Resonant Capital Advisors, LLC History No change 2,407 607 0.03% 0.03% 708 0 0.0% Q2 2026 Jul 24, 2026
CIDEL ASSET MANAGEMENT INC History No change 2,400 605 0.03% 0.03% 709 0 0.0% Q2 2026 Jul 17, 2026
Fulcrum Equity Management History No change 2,400 605 0.44% 0.44% 710 0 0.0% Q2 2026 Jul 09, 2026
Ranch Capital Advisors Inc. History No change 2,400 605 0.19% 0.19% 711 0 0.0% Q2 2026 Aug 03, 2026
Accurate Wealth Management, LLC History No change 2,423 605 0.06% 0.06% 712 0 0.0% Q2 2026 Jul 14, 2026
Clark Capital Management Group, Inc. History No change 2,393 603 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 11, 2026
Powell Investment Advisors, LLC History No change 2,386 601 0.19% 0.19% 714 0 0.0% Q2 2026 Jul 28, 2026
Center for Financial Planning, Inc. History No change 2,384 601 0.06% 0.06% 715 0 0.0% Q2 2026 Jul 21, 2026
Inspire Advisors, LLC History No change 2,385 601 0.04% 0.04% 716 0 0.0% Q2 2026 Aug 13, 2026
SCS Capital Management LLC History No change 2,370 597 0.01% 0.01% 717 0 0.0% Q2 2026 Aug 06, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 2,368 597 0.12% 0.12% 718 0 0.0% Q2 2026 Jul 22, 2026
Main Street Financial Solutions, LLC History No change 2,368 597 0.04% 0.04% 719 0 0.0% Q2 2026 Aug 07, 2026
Weaver Consulting Group History No change 2,254 596 0.12% 0.12% 720 0 0.0% Q3 2026 Oct 07, 2026
PFG Advisors History No change 2,361 595 0.03% 0.03% 721 0 0.0% Q2 2026 Jul 16, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 2,360 595 0.04% 0.04% 722 0 0.0% Q2 2026 Aug 04, 2026
BAILARD, INC. History No change 2,347 591 0.01% 0.01% 723 0 0.0% Q2 2026 Jul 30, 2026
Tilson Financial Group, Inc. History No change 2,338 589 0.16% 0.16% 724 0 0.0% Q2 2026 Jul 27, 2026
ALTFEST L J & CO INC History No change 2,330 587 0.06% 0.06% 725 0 0.0% Q2 2026 Jul 30, 2026
Westfuller Advisors, LLC History No change 2,330 587 0.21% 0.21% 726 0 0.0% Q2 2026 Jul 29, 2026
Robertson Stephens Wealth Management, LLC History No change 2,313 583 0.01% 0.01% 727 0 0.0% Q2 2026 Jul 29, 2026
Warm Springs Advisors Inc. History No change 2,312 583 0.4% 0.4% 728 0 0.0% Q2 2026 Aug 12, 2026
Stonebrook Private Inc. History No change 2,307 581 0.11% 0.11% 729 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History No change 2,302 580 0.08% 0.08% 730 0 0.0% Q2 2026 Jul 23, 2026
Independence Bank of Kentucky History No change 2,296 579 0.07% 0.07% 731 0 0.0% Q2 2026 Jul 13, 2026
WEALTHGARDEN F.S. LLC History No change 2,298 579 0.33% 0.33% 732 0 0.0% Q2 2026 Jul 31, 2026
BIP Wealth, LLC History No change 2,293 578 0.02% 0.02% 733 0 0.0% Q2 2026 Aug 03, 2026
GARRISON POINT ADVISORS, LLC History No change 2,290 577 0.23% 0.23% 734 0 0.0% Q2 2026 Jul 31, 2026
Crescent Grove Advisors, LLC History No change 2,272 573 0.05% 0.05% 735 0 0.0% Q2 2026 Aug 10, 2026
StoneX Group Inc. History No change 2,256 569 0.02% 0.02% 736 0 0.0% Q2 2026 Aug 12, 2026
WASHINGTON TRUST BANK History No change 2,255 568 0.04% 0.04% 737 0 0.0% Q2 2026 Aug 05, 2026
Elevation Wealth Management LLC History No change 2,246 566 0.42% 0.42% 738 0 0.0% Q2 2026 Jul 29, 2026
New Insight Wealth Advisors History No change 2,237 564 0.17% 0.17% 739 0 0.0% Q2 2026 Jul 27, 2026
D. E. Shaw & Co., Inc. History No change 2,232 562 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 14, 2026
One Charles Private Wealth Services, LLC History No change 2,224 560 0.13% 0.13% 741 0 0.0% Q2 2026 Jul 15, 2026
WealthShield Partners, LLC History No change 2,212 557 0.09% 0.09% 742 0 0.0% Q2 2026 Aug 12, 2026
Facet Wealth, Inc. History No change 2,208 556 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 27, 2026
BOK Financial Private Wealth, Inc. History No change 2,200 554 0.03% 0.03% 744 0 0.0% Q2 2026 Aug 07, 2026
Chicago Partners Investment Group LLC History No change 2,323 554 0.01% 0.01% 745 0 0.0% Q2 2026 Jul 29, 2026
JT Stratford LLC History No change 2,200 554 0.06% 0.06% 746 0 0.0% Q2 2026 Aug 14, 2026
Livet Wealth, LLC History No change 2,193 553 0.32% 0.32% 747 0 0.0% Q2 2026 Jul 28, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 2,190 552 0.32% 0.32% 748 0 0.0% Q2 2026 Jul 21, 2026
AlTi Global, Inc. History No change 2,166 546 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 05, 2026
Harbour Trust & Investment Management Co History No change 2,157 544 0.05% 0.05% 750 0 0.0% Q2 2026 Jul 28, 2026
Strathmore Capital Advisors, Inc. History No change 2,222 543 0.15% 0.15% 751 0 0.0% Q2 2026 Aug 10, 2026
Vision Retirement, LLC History No change 2,142 540 0.13% 0.13% 752 0 0.0% Q2 2026 Jul 21, 2026
Garde Capital, Inc. History No change 2,138 539 0.02% 0.02% 753 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Edge Private Wealth Management, LLC History No change 2,140 539 0.11% 0.11% 754 0 0.0% Q2 2026 Jul 23, 2026
Accelerate Investment Advisors LLC History No change 2,140 539 0.31% 0.31% 755 0 0.0% Q2 2026 Aug 12, 2026
Cassilly Financial Group LLC History No change 2,037 539 0.36% 0.37% 756 0 0.0% Q3 2026 Oct 07, 2026
Sound Income Strategies, LLC History No change 2,136 538 0.02% 0.02% 757 0 0.0% Q2 2026 Jul 20, 2026
Eagle Wealth Advisors LLC History No change 2,136 538 0.41% 0.41% 758 0 0.0% Q2 2026 Jul 13, 2026
SUTTON PLACE INVESTORS LLC History No change 2,116 533 0.26% 0.26% 759 0 0.0% Q2 2026 Aug 06, 2026
Silicon Valley Capital Partners History No change 2,107 531 0.04% 0.04% 760 0 0.0% Q2 2026 Sep 21, 2026
Farmers & Merchants Trust Co of Long Beach History No change 2,107 531 0.11% 0.11% 761 0 0.0% Q2 2026 Aug 05, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 2,109 531 0.22% 0.22% 762 0 0.0% Q2 2026 Aug 04, 2026
OFS Enterprise LLC History No change 2,100 529 0.14% 0.14% 763 0 0.0% Q2 2026 Jul 08, 2026
Madson Wealth Advisors Inc History No change 2,098 529 0.36% 0.36% 764 0 0.0% Q2 2026 Jul 21, 2026
D L CARLSON INVESTMENT GROUP INC History No change 2,088 526 0.08% 0.08% 765 0 0.0% Q2 2026 Aug 11, 2026
Marex Group Ltd History No change 2,088 526 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 14, 2026
Acorn Wealth Advisors, LLC History No change 2,057 518 0.13% 0.13% 767 0 0.0% Q2 2026 Jul 30, 2026
First City Capital Management, Inc. History No change 2,050 517 0.25% 0.25% 768 0 0.0% Q2 2026 Jul 13, 2026
Center for Wealth Management Advisory History No change 2,052 517 0.32% 0.32% 769 0 0.0% Q2 2026 Aug 14, 2026
Jacobi Capital Management LLC History No change 2,044 515 0.03% 0.03% 770 0 0.0% Q2 2026 Jul 31, 2026
Transcendent Capital Group LLC History No change 2,035 513 0.2% 0.2% 771 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 2,029 511 0.1% 0.1% 772 0 0.0% Q2 2026 Jul 17, 2026
Venture Visionary Partners LLC History No change 1,924 509 0.01% 0.01% 773 0 0.0% Q3 2026 Oct 07, 2026
MV CAPITAL MANAGEMENT, INC. History No change 2,000 504 0.04% 0.04% 774 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Advisors Inc. History No change 2,000 504 0.09% 0.09% 775 0 0.0% Q2 2026 Jul 16, 2026
Rialto Wealth Management, LLC History No change 2,000 504 0.1% 0.1% 776 0 0.0% Q2 2026 Aug 11, 2026
ASSOCIATED BANC-CORP History No change 1,998 503 0.01% 0.01% 777 0 0.0% Q2 2026 Jul 31, 2026
Argentarii, LLC History No change 2,000 502 0.15% 0.15% 778 0 0.0% Q2 2026 Aug 12, 2026
CEERA INVESTMENTS, LLC History No change 1,970 496 0.21% 0.21% 779 0 0.0% Q2 2026 Aug 05, 2026
Frankly Finances, LLC History No change 1,960 494 0.39% 0.39% 780 0 0.0% Q2 2026 Jul 15, 2026
Resolute Wealth Strategies, LLC History No change 1,952 492 0.19% 0.19% 781 0 0.0% Q2 2026 Aug 12, 2026
Financial Solutions Advisory Group, Inc. History No change 1,970 491 0.06% 0.06% 782 0 0.0% Q2 2026 Jul 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 1,946 490 0.03% 0.03% 783 0 0.0% Q2 2026 Aug 14, 2026
SIERRA OCEAN, LLC History No change 1,946 490 0.34% 0.34% 784 0 0.0% Q2 2026 Aug 07, 2026
Center For Asset Management LLC History No change 1,942 489 0.22% 0.22% 785 0 0.0% Q2 2026 Jul 27, 2026
Tiller Private Wealth, Inc. History No change 1,931 487 0.15% 0.15% 786 0 0.0% Q2 2026 Jul 24, 2026
Baldwin Investment Management, LLC History No change 1,930 486 0.05% 0.05% 787 0 0.0% Q2 2026 Jul 28, 2026
PEOPLES BANK /OH History No change 1,926 485 0.25% 0.25% 788 0 0.0% Q2 2026 Jul 27, 2026
Keystone Financial Services History No change 1,920 484 0.12% 0.12% 789 0 0.0% Q2 2026 Aug 05, 2026
Colonial Trust Co / SC History No change 1,920 484 0.06% 0.06% 790 0 0.0% Q2 2026 Aug 11, 2026
Flagship Private Wealth, LLC History No change 1,918 483 0.17% 0.17% 791 0 0.0% Q2 2026 Aug 04, 2026
DF DENT & CO INC History No change 1,910 481 0.01% 0.01% 792 0 0.0% Q2 2026 Aug 14, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 1,907 481 0.08% 0.08% 793 0 0.0% Q2 2026 Jul 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 1,909 481 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 1,901 479 0.01% 0.01% 795 0 0.0% Q2 2026 Jul 28, 2026
Confluence Wealth Services, Inc. History No change 1,901 479 0.01% 0.01% 796 0 0.0% Q2 2026 Jul 22, 2026
FPC INVESTMENT ADVISORY, INC. History No change 2,003 479 0.23% 0.23% 797 0 0.0% Q2 2026 Aug 13, 2026
V2 Financial group LLC History No change 1,900 479 0.18% 0.18% 798 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History No change 1,896 478 0.02% 0.02% 799 0 0.0% Q2 2026 Jul 07, 2026
Daviman Financial, LLC History No change 1,899 478 0.26% 0.26% 800 0 0.0% Q2 2026 Jul 24, 2026
Nilsine Partners, LLC History No change 1,895 477 0.03% 0.03% 801 0 0.0% Q2 2026 Jul 24, 2026
Novak & Powell Financial Services, Inc. History No change 1,894 477 0.22% 0.22% 802 0 0.0% Q2 2026 Aug 11, 2026
RESOLUTE CAPITAL, LLC History No change 1,885 475 0.16% 0.16% 803 0 0.0% Q2 2026 Jul 29, 2026
SOA Wealth Advisors, LLC. History No change 1,876 473 0.08% 0.08% 804 0 0.0% Q2 2026 Jul 21, 2026
GWN SECURITIES INC. History No change 1,872 472 0.08% 0.08% 805 0 0.0% Q2 2026 Aug 05, 2026
Key FInancial Inc History No change 1,875 472 0.08% 0.08% 806 0 0.0% Q2 2026 Jul 24, 2026
Centurion Wealth Management LLC History No change 1,874 472 0.11% 0.11% 807 0 0.0% Q2 2026 Jul 09, 2026
Yardley Wealth Management LLC History No change 1,872 472 0.21% 0.21% 808 0 0.0% Q2 2026 Jul 16, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,869 471 0.01% 0.01% 809 0 0.0% Q2 2026 Aug 04, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 1,865 470 0.06% 0.06% 810 0 0.0% Q2 2026 Jul 24, 2026
Verdence Capital Advisors LLC History No change 1,867 470 0.02% 0.02% 811 0 0.0% Q2 2026 Jul 29, 2026
Hopwood Financial Services, Inc. History No change 1,860 469 0.27% 0.27% 812 0 0.0% Q2 2026 Jul 22, 2026
Roble, Belko & Company, Inc History No change 1,835 463 0.05% 0.05% 813 0 0.0% Q2 2026 Jul 24, 2026
Human Investing LLC History No change 1,834 462 0.06% 0.06% 814 0 0.0% Q2 2026 Jul 21, 2026
BESSEMER GROUP INC History No change 1,818 459 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 12, 2026
TOWNSQUARE CAPITAL LLC History No change 1,821 459 0.08% 0.08% 816 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 1,820 459 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 14, 2026
Peak Planning Group, LLC History No change 1,814 457 0.1% 0.1% 818 0 0.0% Q2 2026 Aug 12, 2026
3Chopt Investment Partners, LLC History No change 1,810 456 0.09% 0.09% 819 0 0.0% Q2 2026 Jul 29, 2026
Brookwood Investment Group LLC History No change 1,807 455 0.05% 0.05% 820 0 0.0% Q2 2026 Jul 23, 2026
Composition Wealth, LLC History No change 1,802 454 0.01% 0.01% 821 0 0.0% Q2 2026 Jul 22, 2026
ELCO Management Co., LLC History No change 1,800 454 0.2% 0.2% 822 0 0.0% Q2 2026 Aug 10, 2026
Widmann Financial Services, Inc. History No change 1,800 454 0.24% 0.24% 823 0 0.0% Q2 2026 Aug 14, 2026
Granite Bay Wealth Management, LLC History No change 1,800 454 0.04% 0.04% 824 0 0.0% Q2 2026 Aug 14, 2026
Bravera Wealth History No change 1,796 453 0.17% 0.17% 825 0 0.0% Q2 2026 Jul 23, 2026
Bluespring Wealth Management, LLC History No change 1,792 451 0.01% 0.01% 826 0 0.0% Q2 2026 Aug 11, 2026
PLANNING DIRECTIONS INC History No change 1,786 450 0.21% 0.21% 827 0 0.0% Q2 2026 Aug 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 1,787 450 0.01% 0.01% 828 0 0.0% Q2 2026 Jul 23, 2026
PENNINGTON PARTNERS & CO., LLC History No change 1,782 449 0.14% 0.14% 829 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 1,776 448 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 1,776 448 0.01% 0.01% 831 0 0.0% Q2 2026 Jul 13, 2026
Berman McAleer LLC History No change 1,775 447 0.05% 0.05% 832 0 0.0% Q2 2026 Jul 16, 2026
Gryphon Financial Partners LLC History No change 1,770 446 0.04% 0.04% 833 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 1,765 445 0.02% 0.02% 834 0 0.0% Q2 2026 Jul 23, 2026
Gradient Capital Advisors, LLC History No change 1,760 443 0.1% 0.1% 835 0 0.0% Q2 2026 Jul 13, 2026
GREENWOOD GEARHART LLC History No change 1,744 439 0.02% 0.02% 836 0 0.0% Q2 2026 Jul 24, 2026
Storen Legacy Partners, LLC History No change 1,729 436 0.12% 0.12% 837 0 0.0% Q2 2026 Jul 17, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 1,726 435 0.2% 0.2% 838 0 0.0% Q2 2026 Jul 09, 2026
Mandatum Life Insurance Co Ltd History No change 1,722 434 0.08% 0.08% 839 0 0.0% Q2 2026 Aug 03, 2026
Integrated Capital Management, LLC History No change 1,722 434 0.16% 0.16% 840 0 0.0% Q2 2026 Jul 31, 2026
HBK Sorce Advisory LLC History No change 1,726 433 0.01% 0.01% 841 0 0.0% Q2 2026 Aug 06, 2026
Atlas Brown,Inc. History No change 1,716 432 0.12% 0.12% 842 0 0.0% Q2 2026 Jul 09, 2026
Polaris Investment Advisors, LLC History No change 1,704 429 0.27% 0.27% 843 0 0.0% Q2 2026 Jul 09, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 1,700 428 0.03% 0.03% 844 0 0.0% Q2 2026 Aug 03, 2026
ZENITH SOLUTIONS, INC. History No change 1,690 426 0.39% 0.39% 845 0 0.0% Q2 2026 Aug 03, 2026
Madden Advisory Services, Inc. History No change 1,683 424 0.15% 0.15% 846 0 0.0% Q2 2026 Aug 04, 2026
Plante Moran Financial Advisors, LLC History No change 1,680 423 0.02% 0.02% 847 0 0.0% Q2 2026 Aug 06, 2026
Tranquility Partners, LLC History No change 1,680 423 0.15% 0.15% 848 0 0.0% Q2 2026 Jul 23, 2026
MMA ASSET MANAGEMENT LLC History No change 1,680 423 0.13% 0.13% 849 0 0.0% Q2 2026 Aug 04, 2026
Strategic Wealth Partners, Ltd. History No change 1,673 422 0.03% 0.03% 850 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 1,670 421 0.01% 0.01% 851 0 0.0% Q2 2026 Aug 12, 2026
Elevated Capital Advisors, LLC History No change 1,666 420 0.12% 0.12% 852 0 0.0% Q2 2026 Aug 03, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 1,657 417 0.05% 0.05% 853 0 0.0% Q2 2026 Jul 09, 2026
Harborfront Financial Group LLC History No change 1,656 417 1.57% 1.57% 854 0 0.0% Q2 2026 Aug 07, 2026
Fiduciary Alliance LLC History No change 1,652 416 0.03% 0.03% 855 0 0.0% Q2 2026 Jul 20, 2026
HM PAYSON & CO History No change 1,640 413 0.01% 0.01% 856 0 0.0% Q2 2026 Jul 17, 2026
Vident Advisory, LLC History No change 1,631 411 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 12, 2026
Chatterton & Associates Inc. History No change 1,649 411 0.24% 0.24% 858 0 0.0% Q2 2026 Jul 14, 2026
Shelter Rock Management, LLC History No change 1,627 410 0.4% 0.4% 859 0 0.0% Q2 2026 Jul 10, 2026
LexAurum Advisors, LLC History No change 1,623 409 0.05% 0.05% 860 0 0.0% Q2 2026 Jul 15, 2026
Flower City Capital History No change 1,620 408 0.18% 0.18% 861 0 0.0% Q2 2026 Jul 07, 2026
Provident Wealth Management, LLC History No change 1,616 407 0.1% 0.1% 862 0 0.0% Q2 2026 Aug 04, 2026
Sequent Planning LLC History No change 1,609 405 0.09% 0.09% 863 0 0.0% Q2 2026 Aug 14, 2026
Synergy Asset Management, LLC History No change 1,604 404 0.04% 0.04% 864 0 0.0% Q2 2026 Jul 22, 2026
Adirondack Capital Advisors, LLC History No change 1,604 404 0.22% 0.22% 865 0 0.0% Q2 2026 Jul 10, 2026
LVW Advisors, LLC History No change 1,597 402 0.03% 0.03% 866 0 0.0% Q2 2026 Jul 15, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 1,591 401 0.07% 0.07% 867 0 0.0% Q2 2026 Aug 04, 2026
Financial Gravity Companies, Inc. History No change 1,564 394 0.06% 0.06% 868 0 0.0% Q2 2026 Aug 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 1,560 393 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 14, 2026
Beacon Financial Advisory LLC History No change 1,550 390 0.08% 0.08% 870 0 0.0% Q2 2026 Aug 05, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 1,549 390 0.05% 0.05% 871 0 0.0% Q2 2026 Aug 14, 2026
Valtinson Bruner Financial Planning LLC History No change 1,545 389 0.1% 0.1% 872 0 0.0% Q2 2026 Aug 03, 2026
Abundance Wealth Counselors History No change 1,545 389 0.03% 0.03% 873 0 0.0% Q2 2026 Jul 23, 2026
Midwest Heritage Bank, FSB History No change 1,543 389 0.11% 0.11% 874 0 0.0% Q2 2026 Jul 28, 2026
DOVER ADVISORS, LLC History No change 1,950 389 0.16% 0.16% 875 0 0.0% Q2 2026 Aug 07, 2026
CORRADO ADVISORS, LLC History No change 1,538 388 0.18% 0.18% 876 0 0.0% Q2 2026 Jul 29, 2026
FIRST AMERICAN TRUST, FSB History No change 1,538 387 0.02% 0.02% 877 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 1,535 387 0.01% 0.01% 878 0 0.0% Q2 2026 Jul 31, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 1,537 387 0.33% 0.33% 879 0 0.0% Q2 2026 Aug 03, 2026
71 West Capital Partners History No change 1,538 387 0.01% 0.01% 880 0 0.0% Q2 2026 Aug 04, 2026
EVERPAR ADVISORS LLC History No change 1,534 386 0.11% 0.11% 881 0 0.0% Q2 2026 Jul 09, 2026
Campion Asset Management History No change 1,530 385 0.23% 0.23% 882 0 0.0% Q2 2026 Jul 28, 2026
Objective Capital Management, LLC History No change 1,528 385 0.34% 0.34% 883 0 0.0% Q2 2026 Jul 20, 2026
Bonfire Financial History No change 1,511 381 0.24% 0.24% 884 0 0.0% Q2 2026 Aug 07, 2026
UPTICK PARTNERS, LLC History No change 1,502 378 0.06% 0.06% 885 0 0.0% Q2 2026 Aug 10, 2026
Fiscal Wisdom Wealth Management, LLC History No change 1,500 378 0.32% 0.32% 886 0 0.0% Q2 2026 Jul 21, 2026
Summit Wealth Group, LLC History No change 1,495 377 0.08% 0.08% 887 0 0.0% Q2 2026 Aug 04, 2026
A4 Wealth Advisors LLC History No change 1,497 377 0.25% 0.25% 888 0 0.0% Q2 2026 Jul 28, 2026
5T Wealth, LLC History No change 1,496 377 0.14% 0.14% 889 0 0.0% Q2 2026 Jul 21, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 1,498 377 0.04% 0.04% 890 0 0.0% Q2 2026 Jul 22, 2026
Firestone Capital Management History No change 1,480 373 0.07% 0.07% 891 0 0.0% Q2 2026 Jul 31, 2026
Rose Capital Advisors LLC History No change 1,480 373 0.19% 0.19% 892 0 0.0% Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 1,479 372 0.03% 0.03% 893 0 0.0% Q2 2026 Sep 15, 2026
Klingman & Associates, LLC History No change 1,476 372 0.02% 0.02% 894 0 0.0% Q2 2026 Jul 29, 2026
HHM Wealth Advisors, LLC History No change 1,475 372 0.04% 0.04% 895 0 0.0% Q2 2026 Jul 13, 2026
Claro Advisors Inc. History No change 1,471 371 0.04% 0.04% 896 0 0.0% Q2 2026 Jul 30, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 1,470 370 0.05% 0.05% 897 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Wealth LLC History No change 1,470 370 0.03% 0.03% 898 0 0.0% Q2 2026 Aug 11, 2026
Willis Johnson & Associates, Inc. History No change 1,456 367 0.02% 0.02% 899 0 0.0% Q2 2026 Aug 13, 2026
DecisionMap Wealth Management, LLC History No change 1,452 366 0.2% 0.2% 900 0 0.0% Q2 2026 Jul 21, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 1,455 366 0.33% 0.33% 901 0 0.0% Q2 2026 Aug 05, 2026
BlackDiamond Wealth Management, LLC History No change 1,445 364 0.15% 0.15% 902 0 0.0% Q2 2026 Aug 11, 2026
Apeiron RIA LLC History No change 1,441 363 0.09% 0.09% 903 0 0.0% Q2 2026 Jul 16, 2026
Balentine LLC History No change 1,437 362 0.01% 0.01% 904 0 0.0% Q2 2026 Aug 06, 2026
WHITE PINE CAPITAL LLC History No change 1,432 361 0.09% 0.09% 905 0 0.0% Q2 2026 Aug 05, 2026
Werba Rubin Papier Wealth Management History No change 1,433 361 0.04% 0.04% 906 0 0.0% Q2 2026 Jul 27, 2026
Third View Private Wealth, LLC History No change 1,426 359 0.04% 0.04% 907 0 0.0% Q2 2026 Jul 27, 2026
Financial Advisors Network, Inc. History No change 1,420 358 0.04% 0.04% 908 0 0.0% Q2 2026 Aug 14, 2026
IVC Wealth Advisors LLC History No change 1,420 358 0.14% 0.14% 909 0 0.0% Q2 2026 Jul 14, 2026
Lifestyle Asset Management, Inc. History No change 1,420 358 0.1% 0.1% 910 0 0.0% Q2 2026 Jul 20, 2026
Bell Bank History No change 1,418 357 0.01% 0.01% 911 0 0.0% Q2 2026 Jul 15, 2026
YHB Investment Advisors, Inc. History No change 1,418 357 0.02% 0.02% 912 0 0.0% Q2 2026 Jul 14, 2026
Sage Mountain Advisors LLC History No change 1,412 356 0.02% 0.02% 913 0 0.0% Q2 2026 Aug 05, 2026
INSIGHT 2811, INC. History No change 1,410 355 0.14% 0.14% 914 0 0.0% Q2 2026 Aug 11, 2026
Peak Financial Management, Inc. History No change 1,406 354 0.08% 0.08% 915 0 0.0% Q2 2026 Jul 20, 2026
COZAD ASSET MANAGEMENT INC History No change 1,390 350 0.02% 0.02% 916 0 0.0% Q2 2026 Aug 14, 2026
Ironwood Investment Counsel, LLC History No change 1,388 350 0.05% 0.05% 917 0 0.0% Q2 2026 Aug 05, 2026
Soundwatch Capital LLC History No change 1,378 347 0.04% 0.04% 918 0 0.0% Q2 2026 Aug 13, 2026
Beverly Hills Private Wealth, LLC History No change 1,378 347 0.07% 0.07% 919 0 0.0% Q2 2026 Aug 06, 2026
Lynx Investment Advisory History No change 1,368 345 0.11% 0.11% 920 0 0.0% Q2 2026 Jul 27, 2026
Verum Partners LLC History No change 1,352 341 0.05% 0.05% 921 0 0.0% Q2 2026 Jul 22, 2026
Tarbox Family Office, Inc. History No change 1,348 340 0.05% 0.05% 922 0 0.0% Q2 2026 Aug 03, 2026
Wealth Quarterback LLC History No change 1,344 338 0.1% 0.1% 923 0 0.0% Q2 2026 Jul 27, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,340 338 0.11% 0.11% 924 0 0.0% Q2 2026 Aug 13, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 1,343 338 0.23% 0.23% 925 0 0.0% Q2 2026 Aug 14, 2026
Florida Trust Wealth Management Co History No change 1,337 337 0.01% 0.01% 926 0 0.0% Q2 2026 Jul 27, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 1,333 336 0.08% 0.08% 927 0 0.0% Q2 2026 Aug 14, 2026
WealthTrust Asset Management, LLC History No change 1,319 332 0.18% 0.18% 928 0 0.0% Q2 2026 Jul 27, 2026
Forum Financial Management, LP History No change 1,318 332 0.0% 0.0% 929 0 0.0% Q2 2026 Jul 23, 2026
Venturi Wealth Management, LLC History No change 1,316 331 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 20, 2026
DDD Partners, LLC History No change 1,316 331 0.02% 0.02% 931 0 0.0% Q2 2026 Aug 05, 2026
THEORY FINANCIAL LLC History No change 1,316 331 0.1% 0.1% 932 0 0.0% Q2 2026 Jul 31, 2026
GUIDANCE CAPITAL, INC History No change 1,367 331 0.07% 0.07% 933 0 0.0% Q2 2026 Jul 20, 2026
Quadcap Wealth Management, LLC History No change 1,314 331 0.03% 0.03% 934 0 0.0% Q2 2026 Jul 31, 2026
Allegheny Financial Group History No change 1,311 330 0.04% 0.04% 935 0 0.0% Q2 2026 Jul 22, 2026
Seneca House Advisors History No change 1,308 329 0.12% 0.12% 936 0 0.0% Q2 2026 Jul 31, 2026
STEVENS CAPITAL PARTNERS History No change 1,284 323 0.06% 0.06% 937 0 0.0% Q2 2026 Aug 07, 2026
REDSTONE WEALTH MANAGEMENT, LLC History No change 1,283 323 0.21% 0.21% 938 0 0.0% Q2 2026 Jul 15, 2026
Mascagni Wealth Management, Inc. History No change 1,284 323 0.2% 0.2% 939 0 0.0% Q2 2026 Jul 31, 2026
FIRST FINANCIAL BANKSHARES INC History No change 1,278 322 0.01% 0.01% 940 0 0.0% Q2 2026 Aug 11, 2026
RCS Financial Planning, LLC History No change 1,274 321 0.15% 0.15% 941 0 0.0% Q2 2026 Jul 22, 2026
E6 Portfolios, LLC History No change 1,275 321 0.26% 0.26% 942 0 0.0% Q2 2026 Aug 10, 2026
Waldron Private Wealth LLC History No change 1,272 320 0.01% 0.01% 943 0 0.0% Q2 2026 Jul 20, 2026
One Capital Management, LLC History No change 1,765 320 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 13, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 1,263 318 0.02% 0.02% 945 0 0.0% Q2 2026 Jul 31, 2026
SFMG, LLC History No change 1,261 317 0.02% 0.02% 946 0 0.0% Q2 2026 Aug 13, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 1,748 317 0.18% 0.18% 947 0 0.0% Q2 2026 Aug 19, 2026
Fairvoy Private Wealth, LLC History No change 1,257 317 0.06% 0.06% 948 0 0.0% Q2 2026 Jul 17, 2026
Portus Wealth Advisors, LLC History No change 1,260 317 0.26% 0.26% 949 0 0.0% Q2 2026 Jul 21, 2026
KELLY FINANCIAL GROUP LLC History No change 1,249 315 0.07% 0.07% 950 0 0.0% Q2 2026 Jul 14, 2026
Everhart Financial Group, Inc. History No change 1,249 315 0.02% 0.02% 951 0 0.0% Q2 2026 Jul 08, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 1,245 314 0.03% 0.03% 952 0 0.0% Q2 2026 Jul 23, 2026
FCA CORP /TX History No change 1,238 312 0.08% 0.08% 953 0 0.0% Q2 2026 Aug 11, 2026
Patten Group, Inc. History No change 1,238 312 0.05% 0.05% 954 0 0.0% Q2 2026 Aug 06, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 1,236 311 0.15% 0.15% 955 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,713 310 0.0% 0.0% 956 0 0.0% Q2 2026 Aug 14, 2026
POTENTIA WEALTH History No change 1,232 310 0.13% 0.13% 957 0 0.0% Q2 2026 Aug 13, 2026
DDFG, Inc History No change 1,222 308 0.06% 0.06% 958 0 0.0% Q2 2026 Jul 28, 2026
River Wealth Advisors LLC History No change 1,217 306 0.03% 0.03% 959 0 0.0% Q2 2026 Aug 04, 2026
JGP Wealth Management, LLC History No change 1,215 306 0.03% 0.03% 960 0 0.0% Q2 2026 Jul 07, 2026
CENTRAL TRUST Co History No change 1,207 304 0.01% 0.01% 961 0 0.0% Q2 2026 Jul 31, 2026
Parkshore Wealth Management, Inc. History No change 1,204 303 0.09% 0.09% 962 0 0.0% Q2 2026 Aug 07, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,200 302 0.02% 0.02% 963 0 0.0% Q2 2026 Aug 11, 2026
Mesirow Financial Investment Management, Inc. History No change 1,200 302 0.0% 0.0% 964 0 0.0% Q2 2026 Jul 22, 2026
Paragon Capital Management Ltd History No change 1,200 302 0.06% 0.06% 965 0 0.0% Q2 2026 Jul 29, 2026
Larson Financial Group LLC History No change 1,199 302 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 14, 2026
Omega Financial Group, LLC History No change 1,198 302 0.09% 0.09% 967 0 0.0% Q2 2026 Jul 21, 2026
WEALTH EFFECTS LLC History No change 1,200 302 0.08% 0.08% 968 0 0.0% Q2 2026 Aug 06, 2026
DSG Capital Advisors, LLC History No change 1,220 302 0.04% 0.04% 969 0 0.0% Q2 2026 Aug 06, 2026
WINCAP FINANCIAL LLC History No change 1,200 302 0.16% 0.16% 970 0 0.0% Q2 2026 Jul 09, 2026
WHITTIER TRUST CO History No change 1,206 298 0.0% 0.0% 971 0 0.0% Q2 2026 Jul 27, 2026
KPP Advisory Services LLC History No change 1,182 298 0.04% 0.04% 972 0 0.0% Q2 2026 Jul 24, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 1,180 297 0.09% 0.09% 973 0 0.0% Q2 2026 Jul 23, 2026
Evanson Financial, LLC History No change 1,180 297 0.01% 0.01% 974 0 0.0% Q2 2026 Jul 07, 2026
ROCKLAND TRUST CO History No change 1,116 295 0.01% 0.01% 975 0 0.0% Q3 2026 Oct 05, 2026
BNC WEALTH MANAGEMENT, LLC History No change 1,173 295 0.07% 0.07% 976 0 0.0% Q2 2026 Jul 21, 2026
St. Louis Trust Co History No change 1,290 294 0.03% 0.03% 977 0 0.0% Q2 2026 Jul 30, 2026
Guidance Point Advisors, LLC History No change 1,166 294 0.06% 0.06% 978 0 0.0% Q2 2026 Jul 31, 2026
Legacy Financial Group LLC History No change 1,168 294 0.03% 0.03% 979 0 0.0% Q2 2026 Aug 05, 2026
MSH Capital Advisors LLC History No change 1,168 294 0.05% 0.05% 980 0 0.0% Q2 2026 Aug 10, 2026
Capstone Financial Advisors, Inc. History No change 1,159 292 0.01% 0.01% 981 0 0.0% Q2 2026 Aug 14, 2026
KTF INVESTMENTS, LLC History No change 1,160 292 0.03% 0.03% 982 0 0.0% Q2 2026 Aug 10, 2026
Cedar Wealth Management, LLC History No change 1,155 291 0.07% 0.07% 983 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,150 290 0.06% 0.06% 984 0 0.0% Q2 2026 Jul 27, 2026
Legacy Wealth Partners, LLC History No change 1,151 290 0.07% 0.07% 985 0 0.0% Q2 2026 Jul 22, 2026
Pitcairn Wealth Advisors LLC History No change 1,150 290 0.03% 0.03% 986 0 0.0% Q2 2026 Aug 10, 2026
KLCM Advisors, Inc. History No change 1,145 288 0.02% 0.02% 987 0 0.0% Q2 2026 Aug 06, 2026
Total Clarity Wealth Management, Inc. History No change 1,145 288 0.06% 0.06% 988 0 0.0% Q2 2026 Jul 23, 2026
One Day In July LLC History No change 1,144 288 0.02% 0.02% 989 0 0.0% Q2 2026 Aug 03, 2026
Advisor OS, LLC History No change 1,139 287 0.02% 0.02% 990 0 0.0% Q2 2026 Aug 05, 2026
Quantbot Technologies LP History No change 1,134 286 0.01% 0.01% 991 0 0.0% Q2 2026 Aug 12, 2026
Frederick Financial Consultants, LLC History No change 1,136 286 0.12% 0.12% 992 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 1,133 285 0.03% 0.03% 993 0 0.0% Q2 2026 Jul 09, 2026
Midwest Capital Advisors, LLC History No change 1,129 284 0.12% 0.12% 994 0 0.0% Q2 2026 Jul 28, 2026
Stratos Wealth Advisors, LLC History No change 1,119 282 0.02% 0.02% 995 0 0.0% Q2 2026 Aug 11, 2026
Oak Asset Management, LLC History No change 1,120 282 0.09% 0.09% 996 0 0.0% Q2 2026 Jul 10, 2026
Clarus Group, Inc. History No change 1,120 282 0.1% 0.1% 997 0 0.0% Q2 2026 Jul 24, 2026
SEVEN MILE ADVISORY History No change 1,121 282 0.19% 0.19% 998 0 0.0% Q2 2026 Aug 13, 2026
Broussard Financial Group LLC History No change 1,117 281 0.23% 0.23% 999 0 0.0% Q2 2026 Jul 27, 2026
Fort Sheridan Advisors LLC History No change 1,118 281 0.03% 0.03% 1000 0 0.0% Q2 2026 Aug 05, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 1,116 281 0.08% 0.08% 1001 0 0.0% Q2 2026 Jul 09, 2026
Three Cord True Wealth Management, LLC History No change 1,115 281 0.13% 0.13% 1002 0 0.0% Q2 2026 Jul 23, 2026
FOCUSED ALPHA, LLC History No change 1,116 281 0.07% 0.07% 1003 0 0.0% Q2 2026 Aug 07, 2026
Live Oak Investment Partners History No change 1,112 280 0.15% 0.15% 1004 0 0.0% Q2 2026 Aug 10, 2026
FIRST TRUST ADVISORS LP History No change 1,109 279 0.0% 0.0% 1005 0 0.0% Q2 2026 Aug 11, 2026
CASCADE INVESTMENT GROUP, INC. History No change 1,100 277 0.16% 0.16% 1006 0 0.0% Q2 2026 Jul 23, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,100 277 0.02% 0.02% 1007 0 0.0% Q2 2026 Aug 03, 2026
CROBAN History No change 1,098 276 0.12% 0.12% 1008 0 0.0% Q2 2026 Aug 03, 2026
Bedel Financial Consulting, Inc. History No change 1,091 275 0.03% 0.03% 1009 0 0.0% Q2 2026 Jul 29, 2026
Taylor Financial Group, Inc. History No change 1,088 274 0.15% 0.15% 1010 0 0.0% Q2 2026 Jul 24, 2026
GW&K Investment Management, LLC History No change 1,081 273 0.0% 0.0% 1011 0 0.0% Q2 2026 Aug 12, 2026
WealthCare Asset Management, LLC History No change 1,084 273 0.11% 0.11% 1012 0 0.0% Q2 2026 Jul 30, 2026
ASPIRIANT, LLC History No change 1,081 272 0.01% 0.01% 1013 0 0.0% Q2 2026 Jul 20, 2026
Simplicity Wealth,LLC History No change 1,080 272 0.01% 0.01% 1014 0 0.0% Q2 2026 Aug 06, 2026
NTV ASSET MANAGEMENT LLC History No change 1,076 271 0.03% 0.03% 1015 0 0.0% Q2 2026 Aug 05, 2026
Altura Wealth Advisors Inc. History No change 1,077 271 0.09% 0.09% 1016 0 0.0% Q2 2026 Jul 22, 2026
WAYSTONE ADVISORS LLC History No change 1,075 271 0.2% 0.2% 1017 0 0.0% Q2 2026 Jul 16, 2026
Wealth Management Partners, LLC History No change 1,072 270 0.06% 0.06% 1018 0 0.0% Q2 2026 Jul 22, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,066 268 0.01% 0.01% 1019 0 0.0% Q2 2026 Jul 28, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 1,066 268 0.04% 0.04% 1020 0 0.0% Q2 2026 Jul 15, 2026
DV Trading LLC History No change 1,061 267 0.01% 0.01% 1021 0 0.0% Q2 2026 Aug 14, 2026
JACKSON SQUARE CAPITAL, LLC History No change 1,058 266 0.04% 0.04% 1022 0 0.0% Q2 2026 Jul 21, 2026
Galvin, Gaustad & Stein, LLC History No change 1,050 264 0.02% 0.02% 1023 0 0.0% Q2 2026 Jul 29, 2026
Koss-Olinger Consulting, LLC History No change 1,050 264 0.02% 0.02% 1024 0 0.0% Q2 2026 Aug 10, 2026
NDWM LLC History No change 1,045 263 0.15% 0.15% 1025 0 0.0% Q2 2026 Jul 23, 2026
Almanack Investment Partners, LLC. History No change 1,040 262 0.03% 0.03% 1026 0 0.0% Q2 2026 Jul 30, 2026
RHS Financial, LLC History No change 1,039 262 0.11% 0.11% 1027 0 0.0% Q2 2026 Aug 07, 2026
Evergreen Advisors, LLC History No change 1,038 261 0.06% 0.06% 1028 0 0.0% Q2 2026 Aug 04, 2026
Hobart Private Capital, LLC History No change 1,036 261 0.04% 0.04% 1029 0 0.0% Q2 2026 Jul 06, 2026
OPINICUS CAPITAL, INC. History No change 1,038 261 0.14% 0.14% 1030 0 0.0% Q2 2026 Jul 27, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,027 259 0.0% 0.0% 1031 0 0.0% Q2 2026 Aug 13, 2026
American Trust History No change 1,016 256 0.02% 0.02% 1032 0 0.0% Q2 2026 Aug 14, 2026
Zullo Investment Group, Inc. History No change 1,017 256 0.09% 0.09% 1033 0 0.0% Q2 2026 Jul 31, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 1,011 255 0.02% 0.02% 1034 0 0.0% Q2 2026 Aug 11, 2026
First Bancorp, Inc /ME/ History No change 1,010 254 0.1% 0.1% 1035 0 0.0% Q2 2026 Aug 11, 2026
Y-Intercept (Hong Kong) Ltd History No change 1,007 253 0.01% 0.01% 1036 0 0.0% Q2 2026 Jul 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,007 253 0.01% 0.01% 1037 0 0.0% Q2 2026 Jul 28, 2026
Ground Swell Capital, LLC History No change 1,001 252 0.27% 0.27% 1038 0 0.0% Q2 2026 Aug 05, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 1,000 252 0.06% 0.06% 1039 0 0.0% Q2 2026 Jul 15, 2026
SUCCESSION FINANCIAL, INC. History No change 1,000 252 0.24% 0.24% 1040 0 0.0% Q2 2026 Aug 07, 2026
WASHINGTON TRUST Co History No change 997 251 0.01% 0.01% 1041 0 0.0% Q2 2026 Aug 03, 2026
Finer Wealth Management, Inc. History No change 984 248 0.11% 0.11% 1042 0 0.0% Q2 2026 Aug 03, 2026
Destiny Capital Corp/CO History No change 984 248 0.12% 0.12% 1043 0 0.0% Q2 2026 Aug 10, 2026
InTrack Investment Management Inc History No change 983 247 0.12% 0.12% 1044 0 0.0% Q2 2026 Jul 17, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 983 247 0.03% 0.03% 1045 0 0.0% Q2 2026 Aug 12, 2026
Aldebaran Financial Inc. History No change 978 246 0.2% 0.2% 1046 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 978 246 0.02% 0.02% 1047 0 0.0% Q2 2026 Aug 06, 2026
Powers Advisory Group, LLC History No change 975 245 0.08% 0.08% 1048 0 0.0% Q2 2026 Jul 31, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 970 244 0.12% 0.12% 1049 0 0.0% Q2 2026 Jul 20, 2026
Burns Matteson Capital Management, LLC History No change 960 242 0.08% 0.08% 1050 0 0.0% Q2 2026 Jul 17, 2026
Athena Investment Management History No change 960 242 0.14% 0.14% 1051 0 0.0% Q2 2026 Aug 06, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 959 241 0.01% 0.01% 1052 0 0.0% Q2 2026 Jul 13, 2026
Clearwater Capital Advisors, LLC History No change 945 238 0.02% 0.02% 1053 0 0.0% Q2 2026 Aug 06, 2026
White Lighthouse Investment Management Inc. History No change 947 238 0.03% 0.03% 1054 0 0.0% Q2 2026 Aug 04, 2026
PACIFIC SUN FINANCIAL CORP History No change 940 237 0.1% 0.1% 1055 0 0.0% Q2 2026 Aug 07, 2026
Pathway Financial Advisors LLC History No change 896 237 0.03% 0.03% 1056 0 0.0% Q3 2026 Oct 07, 2026
Caitlin John, LLC History No change 942 237 0.13% 0.13% 1057 0 0.0% Q2 2026 Aug 17, 2026
Athena Wealth Management, LLC History No change 942 237 0.18% 0.18% 1058 0 0.0% Q2 2026 Jul 21, 2026
Hurley Capital, LLC History No change 937 236 0.12% 0.12% 1059 0 0.0% Q2 2026 Aug 10, 2026
NOVUS ADVISORS, LLC History No change 936 236 0.49% 0.49% 1060 0 0.0% Q2 2026 Jul 27, 2026
VERUS CAPITAL PARTNERS, LLC History No change 926 233 0.01% 0.01% 1061 0 0.0% Q2 2026 Aug 06, 2026
DUTCH ASSET Corp History No change 927 233 0.12% 0.12% 1062 0 0.0% Q2 2026 Aug 10, 2026
Sound View Wealth Advisors Group, LLC History No change 921 232 0.01% 0.01% 1063 0 0.0% Q2 2026 Aug 11, 2026
Drucker Wealth 3.0, LLC History No change 921 232 0.04% 0.04% 1064 0 0.0% Q2 2026 Jul 13, 2026
Tannin Capital LLC History No change 920 232 0.15% 0.15% 1065 0 0.0% Q2 2026 Aug 04, 2026
BLALOCK WILLIAMS, LLC History No change 919 231 0.15% 0.15% 1066 0 0.0% Q2 2026 Aug 07, 2026
SIMON QUICK ADVISORS, LLC History No change 907 228 0.01% 0.01% 1067 0 0.0% Q2 2026 Jul 28, 2026
Advisors Preferred, LLC History No change 934 227 0.04% 0.04% 1068 0 0.0% Q2 2026 Aug 11, 2026
Hexagon Capital Partners LLC History No change 900 227 0.03% 0.03% 1069 0 0.0% Q2 2026 Aug 06, 2026
NOVEM GROUP History No change 904 227 0.02% 0.02% 1070 0 0.0% Q2 2026 Jul 21, 2026
Cherry Tree Wealth Management, LLC History No change 889 224 0.04% 0.04% 1071 0 0.0% Q2 2026 Sep 15, 2026
Pure Financial Advisors, LLC History No change 887 223 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 14, 2026
Round Rock Advisors LLC History No change 883 222 0.03% 0.03% 1073 0 0.0% Q2 2026 Aug 12, 2026
River Street Advisors LLC History No change 882 222 0.07% 0.07% 1074 0 0.0% Q2 2026 Jul 21, 2026
Fonville Wealth Management LLC History No change 880 221 0.04% 0.04% 1075 0 0.0% Q2 2026 Jul 28, 2026
Chemistry Wealth Management LLC History No change 875 220 0.04% 0.04% 1076 0 0.0% Q2 2026 Jul 09, 2026
Three Magnolias Financial Advisors, LLC History No change 875 220 0.12% 0.12% 1077 0 0.0% Q2 2026 Jul 31, 2026
Journey Advisory Group, LLC History No change 870 219 0.02% 0.02% 1078 0 0.0% Q2 2026 Aug 04, 2026
Wealth Group Ltd History No change 812 218 0.04% 0.04% 1079 0 0.0% Q3 2026 Oct 07, 2026
FF Advisors,LLC History No change 867 218 0.08% 0.08% 1080 0 0.0% Q2 2026 Jul 29, 2026
Arlington Capital Management, Inc. History No change 863 217 0.13% 0.13% 1081 0 0.0% Q2 2026 Jul 24, 2026
Capital Advantage, Inc. History No change 863 217 0.03% 0.03% 1082 0 0.0% Q2 2026 Jul 13, 2026
GGM Financial LLC History No change 863 217 0.08% 0.08% 1083 0 0.0% Q2 2026 Jul 23, 2026
United Asset Strategies, Inc. History No change 850 214 0.02% 0.02% 1084 0 0.0% Q2 2026 Jul 13, 2026
Invera Wealth Advisors, LLC History No change 850 214 0.11% 0.11% 1085 0 0.0% Q2 2026 Jul 29, 2026
SIMA Wealth Partners, LLC History No change 850 214 0.15% 0.15% 1086 0 0.0% Q2 2026 Jul 28, 2026
Banco Santander, S.A. History No change 848 213 0.0% 0.0% 1087 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 847 213 0.01% 0.01% 1088 0 0.0% Q2 2026 Aug 05, 2026
Selective Wealth Management, Inc. History No change 890 212 0.06% 0.06% 1089 0 0.0% Q2 2026 Jul 20, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 844 212 0.06% 0.06% 1090 0 0.0% Q2 2026 Jul 24, 2026
First County Bank /CT/ History No change 841 212 0.1% 0.1% 1091 0 0.0% Q2 2026 Jul 02, 2026
SYM FINANCIAL Corp History No change 833 210 0.02% 0.02% 1092 0 0.0% Q2 2026 Aug 04, 2026
Gilbert Capital Group, Inc. History No change 834 210 0.15% 0.15% 1093 0 0.0% Q2 2026 Jul 13, 2026
Peachtree Investment Partners, LLC History No change 829 208 0.07% 0.07% 1094 0 0.0% Q2 2026 Aug 06, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 828 208 0.03% 0.03% 1095 0 0.0% Q2 2026 Jul 22, 2026
Hartford Financial Management Inc. History No change 823 207 0.05% 0.05% 1096 0 0.0% Q2 2026 Jul 23, 2026
Nadler Financial Group, Inc. History No change 820 206 0.02% 0.02% 1097 0 0.0% Q2 2026 Jul 29, 2026
Colonial Trust Advisors History No change 818 206 0.01% 0.01% 1098 0 0.0% Q2 2026 Aug 11, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 816 205 0.03% 0.03% 1099 0 0.0% Q2 2026 Aug 06, 2026
Richardson Capital Management LLC History No change 815 205 0.09% 0.09% 1100 0 0.0% Q2 2026 Jul 17, 2026
Summit Trail Advisors, LLC History No change 816 205 0.0% 0.0% 1101 0 0.0% Q2 2026 Aug 11, 2026
Cornell Pochily Investment Advisors, Inc. History No change 816 205 0.06% 0.06% 1102 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Partners, LLC History No change 810 204 0.01% 0.01% 1103 0 0.0% Q2 2026 Aug 03, 2026
CATHY PARETO & ASSOCIATES, INC History No change 811 204 0.12% 0.12% 1104 0 0.0% Q2 2026 Jul 15, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 802 202 0.03% 0.03% 1105 0 0.0% Q2 2026 Aug 14, 2026
WELCH & FORBES LLC History No change 800 201 0.0% 0.0% 1106 0 0.0% Q2 2026 Jul 30, 2026
CAPITAL ADVISORS INC/OK History No change 800 201 0.0% 0.0% 1107 0 0.0% Q2 2026 Jul 22, 2026
PENINSULA ASSET MANAGEMENT INC History No change 800 201 0.1% 0.1% 1108 0 0.0% Q2 2026 Aug 12, 2026
Bank Pictet & Cie (Europe) AG History No change 800 201 0.0% 0.0% 1109 0 0.0% Q2 2026 Jul 24, 2026
DOCK STREET ASSET MANAGEMENT INC History No change 800 201 0.02% 0.02% 1110 0 0.0% Q2 2026 Jul 30, 2026
AMG National Trust Bank History No change 800 201 0.0% 0.0% 1111 0 0.0% Q2 2026 Aug 06, 2026
Evercore Wealth Management, LLC History No change 800 201 0.0% 0.0% 1112 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 800 201 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 12, 2026
Goelzer Investment Management, Inc. History No change 800 201 0.01% 0.01% 1114 0 0.0% Q2 2026 Jul 14, 2026
Legacy Advisors, LLC History No change 800 201 0.02% 0.02% 1115 0 0.0% Q2 2026 Jul 24, 2026
Praetorian Wealth Management, Inc. History No change 800 201 0.03% 0.03% 1116 0 0.0% Q2 2026 Jul 07, 2026
New Republic Capital, LLC History No change 764 192 0.04% 0.04% 1117 0 0.0% Q2 2026 Jul 31, 2026
Physician Wealth Advisors, Inc. History No change 747 188 0.02% 0.02% 1118 0 0.0% Q2 2026 Jul 20, 2026
Caldwell Trust Co History No change 733 184 0.01% 0.01% 1119 0 0.0% Q2 2026 Aug 03, 2026
Vanguard National Trust Co History No change 724 182 0.01% 0.01% 1120 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 748 181 0.0% 0.0% 1121 0 0.0% Q2 2026 Jul 27, 2026
Regatta Research & Money Management History No change 719 181 0.17% 0.17% 1122 0 0.0% Q2 2026 Aug 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 702 177 0.01% 0.01% 1123 0 0.0% Q2 2026 Jul 31, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 700 176 0.0% 0.0% 1124 0 0.0% Q2 2026 Aug 13, 2026
Fourth Dimension Wealth, LLC History No change 700 176 0.06% 0.06% 1125 0 0.0% Q2 2026 Jul 31, 2026
AMERICAN NATIONAL BANK & TRUST History No change 655 173 0.02% 0.01% 1126 0 0.0% Q3 2026 Oct 07, 2026
TUCKER ASSET MANAGEMENT LLC History No change 657 165 0.04% 0.04% 1127 0 0.0% Q2 2026 Aug 27, 2026
Synergy Investment Management, LLC History No change 656 165 0.04% 0.04% 1128 0 0.0% Q2 2026 Aug 14, 2026
ADIRONDACK TRUST CO History No change 654 164 0.05% 0.05% 1129 0 0.0% Q2 2026 Jul 16, 2026
SALEM INVESTMENT COUNSELORS INC History No change 650 163 0.0% 0.0% 1130 0 0.0% Q2 2026 Jul 14, 2026
CoreFirst Bank & Trust History No change 650 163 0.08% 0.08% 1131 0 0.0% Q2 2026 Aug 05, 2026
Allspring Global Investments Holdings, LLC History No change 660 161 0.0% 0.0% 1132 0 0.0% Q2 2026 Aug 13, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 605 160 0.05% 0.05% 1133 0 0.0% Q3 2026 Oct 01, 2026
Bollard Group LLC History No change 625 158 0.0% 0.0% 1134 0 0.0% Q2 2026 Aug 12, 2026
Wells Financial Advisors INC History No change 625 157 1.46% 1.46% 1135 0 0.0% Q2 2026 Jul 23, 2026
Greykasell Wealth Strategies, Inc. History No change 622 156 0.06% 0.06% 1136 0 0.0% Q2 2026 Aug 11, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 615 155 0.05% 0.05% 1137 0 0.0% Q2 2026 Jul 24, 2026
MTM Investment Management, LLC History No change 600 151 0.04% 0.04% 1138 0 0.0% Q2 2026 Aug 03, 2026
Align Financial, LLC History No change 600 151 0.07% 0.07% 1139 0 0.0% Q2 2026 Jul 27, 2026
Truvestments Capital LLC History No change 580 146 0.02% 0.02% 1140 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 572 144 0.0% 0.0% 1141 0 0.0% Q2 2026 Aug 07, 2026
Davis Capital Management History No change 573 144 0.09% 0.09% 1142 0 0.0% Q2 2026 Jul 16, 2026
Cheviot Value Management, LLC History No change 550 138 0.01% 0.01% 1143 0 0.0% Q2 2026 Aug 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 545 137 0.0% 0.0% 1144 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 544 137 0.01% 0.01% 1145 0 0.0% Q2 2026 Aug 06, 2026
ELEVATE WEALTH ADVISORY, INC History No change 545 137 0.08% 0.08% 1146 0 0.0% Q2 2026 Aug 14, 2026
CKW FINANCIAL GROUP History No change 540 134 0.01% 0.01% 1147 0 0.0% Q2 2026 Jul 24, 2026
Johnson Financial Group, Inc. History No change 531 133 0.0% 0.0% 1148 0 0.0% Q2 2026 Aug 10, 2026
LifeSteps Financial, Inc. History No change 520 131 0.06% 0.06% 1149 0 0.0% Q2 2026 Jul 17, 2026
NFSG Corp History No change 510 128 0.02% 0.02% 1150 0 0.0% Q2 2026 Aug 14, 2026
Founders Capital Management History No change 490 123 0.05% 0.05% 1151 0 0.0% Q2 2026 Jul 21, 2026
Newton One Investments LLC History No change 479 120 0.03% 0.03% 1152 0 0.0% Q2 2026 Jul 22, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 475 119 0.04% 0.04% 1153 0 0.0% Q2 2026 Jul 08, 2026
Crewe Advisors LLC History No change 474 119 0.01% 0.01% 1154 0 0.0% Q2 2026 Jul 23, 2026
Medallion Wealth Advisors, LLC History No change 474 119 0.04% 0.04% 1155 0 0.0% Q2 2026 Aug 14, 2026
MeadowBrook Investment Advisors LLC History No change 465 117 0.09% 0.09% 1156 0 0.0% Q2 2026 Jul 20, 2026
Stone House Investment Management, LLC History No change 462 116 0.02% 0.02% 1157 0 0.0% Q2 2026 Aug 05, 2026
Aventura Private Wealth, LLC History No change 456 115 0.04% 0.04% 1158 0 0.0% Q2 2026 Jul 15, 2026
Morton Brown Family Wealth, LLC History No change 452 114 0.03% 0.03% 1159 0 0.0% Q2 2026 Jul 21, 2026
Millstone Evans Group, LLC History No change 450 113 0.06% 0.06% 1160 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 450 113 0.01% 0.01% 1161 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 435 109 0.03% 0.03% 1162 0 0.0% Q2 2026 Jul 30, 2026
FIRST COMMUNITY TRUST NA History No change 400 105 0.03% 0.05% 1163 0 0.0% Q3 2026 Oct 07, 2026
Keating Financial Advisory Services, Inc. History No change 409 103 0.01% 0.01% 1164 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 403 101 0.0% 0.0% 1165 0 0.0% Q2 2026 Jul 27, 2026
Biltmore Family Office, LLC History No change 400 100 0.01% 0.01% 1166 0 0.0% Q2 2026 Aug 12, 2026
WEST PACES ADVISORS INC. History No change 400 100 0.02% 0.02% 1167 0 0.0% Q2 2026 Jul 17, 2026
BankChampaign, National Association History No change 400 100 0.08% 0.08% 1168 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 396 99 0.02% 0.02% 1169 0 0.0% Q2 2026 Aug 03, 2026
Hamilton Point Investment Advisors, LLC History No change 386 97 0.01% 0.01% 1170 0 0.0% Q2 2026 Jul 28, 2026
Cape Investment Advisory, Inc. History No change 382 96 0.03% 0.03% 1171 0 0.0% Q2 2026 Jul 23, 2026
BOKF, NA History No change 364 91 0.0% 0.0% 1172 0 0.0% Q2 2026 Aug 10, 2026
Financial Network Wealth Advisors LLC History No change 361 91 0.09% 0.09% 1173 0 0.0% Q2 2026 Jul 29, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 352 88 0.0% 0.0% 1174 0 0.0% Q2 2026 Jul 08, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 349 87 0.11% 0.11% 1175 0 0.0% Q2 2026 Aug 13, 2026
Cordgrass Capital Advisors, LLC History No change 344 86 0.03% 0.03% 1176 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 340 85 0.0% 0.0% 1177 0 0.0% Q2 2026 Aug 13, 2026
Park Place Capital Corp History No change 340 85 0.01% 0.01% 1178 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 335 84 0.0% 0.0% 1179 0 0.0% Q2 2026 Jul 17, 2026
Realta Investment Advisors History No change 335 84 0.03% 0.03% 1180 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Planning Group LLC History No change 345 84 0.01% 0.01% 1181 0 0.0% Q2 2026 Jul 29, 2026
MCF Advisors LLC History No change 312 78 0.0% 0.0% 1182 0 0.0% Q2 2026 Aug 12, 2026
Turtle Creek Wealth Advisors, LLC History No change 308 77 0.0% 0.0% 1183 0 0.0% Q2 2026 Jul 27, 2026
Lodestone Wealth Management LLC History No change 294 74 0.03% 0.03% 1184 0 0.0% Q2 2026 Jul 23, 2026
Bay Harbor Wealth Management, LLC History No change 291 73 0.02% 0.02% 1185 0 0.0% Q2 2026 Jul 28, 2026
Clark Wealth Partners History No change 293 73 0.04% 0.04% 1186 0 0.0% Q2 2026 Jul 28, 2026
Dunhill Financial, LLC History No change 286 72 0.01% 0.01% 1187 0 0.0% Q2 2026 Aug 07, 2026
Lloyd Advisory Services, LLC. History No change 279 70 0.03% 0.03% 1188 0 0.0% Q2 2026 Aug 07, 2026
Leo H. Evart, Inc. History No change 270 68 0.05% 0.05% 1189 0 0.0% Q2 2026 Aug 17, 2026
Atomic Invest LLC History No change 275 67 0.01% 0.01% 1190 0 0.0% Q2 2026 Sep 25, 2026
GoalVest Advisory LLC History Reduced 250 66 0.01% 0.01% 1191 -20 -7.41% Q3 2026 Oct 02, 2026
Forum Finance Group S.A. History No change 321 65 0.02% 0.02% 1192 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 235 59 0.0% 0.0% 1193 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History No change 235 59 0.01% 0.01% 1194 0 0.0% Q2 2026 Jul 22, 2026
Meramec Financial Planners, LLC History No change 244 57 0.02% 0.02% 1195 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 219 55 0.01% 0.01% 1196 0 0.0% Q2 2026 Aug 07, 2026
Grove Bank & Trust History No change 218 54 0.01% 0.01% 1197 0 0.0% Q2 2026 Jul 07, 2026
First Command Advisory Services, Inc. History No change 216 54 0.0% 0.0% 1198 0 0.0% Q2 2026 Aug 10, 2026
Centennial Bank/AR/ History No change 214 53 0.02% 0.02% 1199 0 0.0% Q2 2026 Aug 10, 2026
FINANCIAL CONSULATE, INC History No change 207 52 0.01% 0.01% 1200 0 0.0% Q2 2026 Jul 23, 2026
Beacon Financial Strategies CORP History No change 205 51 0.03% 0.03% 1201 0 0.0% Q2 2026 Jul 08, 2026
Sankala Group LLC History No change 206 51 0.03% 0.03% 1202 0 0.0% Q2 2026 Aug 18, 2026
Nalls Sherbakoff Group, LLC History No change 200 50 0.04% 0.04% 1203 0 0.0% Q2 2026 Aug 17, 2026
HOEY INVESTMENTS, INC History No change 190 47 0.01% 0.01% 1204 0 0.0% Q2 2026 Jul 27, 2026
Tidemark, LLC History No change 190 47 0.01% 0.01% 1205 0 0.0% Q2 2026 Aug 10, 2026
Downshift Financial, LLC History No change 186 46 0.02% 0.02% 1206 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisor Network LLC History No change 180 45 0.06% 0.06% 1207 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 172 43 0.0% 0.0% 1208 0 0.0% Q2 2026 Aug 13, 2026
Citizens National Bank Trust Department History No change 170 42 0.01% 0.01% 1209 0 0.0% Q2 2026 Jul 22, 2026
SOFI WEALTH, LLC History No change 167 42 0.0% 0.0% 1210 0 0.0% Q2 2026 Aug 10, 2026
Commonwealth Retirement Investments LLC History No change 168 42 0.01% 0.01% 1211 0 0.0% Q2 2026 Aug 03, 2026
Bangor Savings Bank History No change 158 41 0.0% 0.0% 1212 0 0.0% Q3 2026 Oct 06, 2026
TSFG, LLC History No change 164 41 0.01% 0.01% 1213 0 0.0% Q2 2026 Jul 23, 2026
Collier Financial History No change 163 41 0.03% 0.03% 1214 0 0.0% Q2 2026 Jul 30, 2026
TOMPKINS FINANCIAL CORP History No change 152 40 0.0% 0.0% 1215 0 0.0% Q3 2026 Oct 05, 2026
Kingdom Financial Group LLC. History No change 160 40 0.01% 0.01% 1216 0 0.0% Q2 2026 Aug 07, 2026
Institute for Wealth Management, LLC. History No change 156 39 0.0% 0.0% 1217 0 0.0% Q2 2026 Jul 28, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 157 39 0.01% 0.01% 1218 0 0.0% Q2 2026 Jul 15, 2026
Harbor Asset Planning, Inc. History No change 156 39 0.03% 0.03% 1219 0 0.0% Q2 2026 Jul 22, 2026
JDM Financial Group LLC History No change 151 38 0.01% 0.01% 1220 0 0.0% Q2 2026 Aug 17, 2026
Global Trust Asset Management, LLC History No change 150 37 0.01% 0.01% 1221 0 0.0% Q2 2026 Aug 03, 2026
Triumph Capital Management History No change 143 36 0.01% 0.01% 1222 0 0.0% Q2 2026 Jul 20, 2026
Bell Investment Advisors, Inc History No change 143 36 0.01% 0.01% 1223 0 0.0% Q2 2026 Aug 06, 2026
JPL Wealth Management, LLC History No change 146 36 0.01% 0.01% 1224 0 0.0% Q2 2026 Aug 13, 2026
Activest Wealth Management History No change 140 35 0.01% 0.01% 1225 0 0.0% Q2 2026 Jul 16, 2026
Miller Capital Partners, Inc. History No change 140 35 0.01% 0.01% 1226 0 0.0% Q2 2026 Aug 12, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 136 33 0.0% 0.0% 1227 0 0.0% Q2 2026 Aug 10, 2026
Front Row Advisors LLC History No change 134 33 0.01% 0.01% 1228 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 128 32 0.0% 0.0% 1229 0 0.0% Q2 2026 Aug 13, 2026
Monetary Solutions, Ltd History No change 130 32 0.03% 0.03% 1230 0 0.0% Q2 2026 Jul 23, 2026
EPG Wealth Management LLC History No change 126 31 0.01% 0.01% 1231 0 0.0% Q2 2026 Jul 28, 2026
Evolution Advisers, Inc. History No change 124 31 0.01% 0.01% 1232 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Bancorp, Inc. History No change 121 30 0.01% 0.01% 1233 0 0.0% Q2 2026 Jul 28, 2026
Transamerica Financial Advisors, LLC History No change 112 28 0.0% 0.0% 1234 0 0.0% Q2 2026 Aug 14, 2026
Go Invest LLC History No change 113 28 0.01% 0.01% 1235 0 0.0% Q2 2026 Aug 05, 2026
Morse Asset Management, Inc History No change 100 25 0.0% 0.0% 1236 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 101 25 0.01% 0.01% 1237 0 0.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History No change 95 25 0.0% 0.0% 1238 0 0.0% Q3 2026 Oct 05, 2026
Pacifica Partners Inc. History No change 100 24 0.01% 0.01% 1239 0 0.0% Q2 2026 Jul 13, 2026
Armor Investment Advisors, LLC History No change 92 23 0.01% 0.01% 1240 0 0.0% Q2 2026 Aug 04, 2026
PlanVest Financial, Inc History No change 84 21 0.01% 0.01% 1241 0 0.0% Q2 2026 Aug 10, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 82 20 0.0% 0.0% 1242 0 0.0% Q2 2026 Jul 13, 2026
Bogart Wealth, LLC History No change 80 20 0.0% 0.0% 1243 0 0.0% Q2 2026 Jul 24, 2026
Glen Eagle Advisors, LLC History No change 82 20 0.0% 0.0% 1244 0 0.0% Q2 2026 Aug 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 80 20 0.01% 0.01% 1245 0 0.0% Q2 2026 Aug 11, 2026
Darwin Wealth Management, LLC History No change 76 19 0.01% 0.01% 1246 0 0.0% Q2 2026 Jul 21, 2026
Joseph Group Capital Management History No change 75 18 0.0% 0.0% 1247 0 0.0% Q2 2026 Aug 06, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 68 17 0.01% 0.01% 1248 0 0.0% Q2 2026 Sep 18, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 69 17 0.01% 0.01% 1249 0 0.0% Q2 2026 Aug 04, 2026
Benson Wealth Management INC History No change 69 17 0.02% 0.02% 1250 0 0.0% Q2 2026 Aug 10, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 66 16 0.01% 0.01% 1251 0 0.0% Q2 2026 Aug 04, 2026
Cedar Mountain Advisors, LLC History No change 65 16 0.0% 0.0% 1252 0 0.0% Q2 2026 Jul 02, 2026
NorthAvenue LLC History No change 67 16 0.01% 0.01% 1253 0 0.0% Q2 2026 Jul 21, 2026
LOWE BROCKENBROUGH & CO INC History No change 61 15 0.0% 0.0% 1254 0 0.0% Q2 2026 Aug 03, 2026
West Branch Capital LLC History No change 60 15 0.0% 0.0% 1255 0 0.0% Q2 2026 Jul 10, 2026
VAN ECK ASSOCIATES CORP History No change 56 14 0.0% 0.0% 1256 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 59 14 0.0% 0.0% 1257 0 0.0% Q2 2026 Aug 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 52 13 0.01% 0.01% 1258 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History No change 50 12 0.0% 0.0% 1259 0 0.0% Q2 2026 Jul 10, 2026
Smithfield Trust Co History No change 47 12 0.0% 0.0% 1260 0 0.0% Q2 2026 Aug 05, 2026
Investors Research Corp History No change 46 12 0.0% 0.0% 1261 0 0.0% Q3 2026 Oct 07, 2026
Gen-Wealth Partners Inc History No change 49 12 0.0% 0.0% 1262 0 0.0% Q2 2026 Aug 10, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 50 12 0.0% 0.0% 1263 0 0.0% Q2 2026 Aug 13, 2026
Highland Investment Advisors LLC History No change 51 12 0.01% 0.01% 1264 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 45 11 0.0% 0.0% 1265 0 0.0% Q2 2026 Jul 20, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 45 11 0.0% 0.0% 1266 0 0.0% Q3 2026 Oct 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 40 10 0.0% 0.0% 1267 0 0.0% Q2 2026 Aug 06, 2026
Strive Financial Group ,LLC History No change 40 10 0.0% 0.0% 1268 0 0.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 36 9 0.0% 0.0% 1269 0 0.0% Q2 2026 Jul 29, 2026
ALBION FINANCIAL GROUP /UT History No change 39 9 0.0% 0.0% 1270 0 0.0% Q2 2026 Jul 22, 2026
Glassman Wealth Services History No change 36 9 0.0% 0.0% 1271 0 0.0% Q2 2026 Aug 05, 2026
Strategic Investment Solutions, Inc. /IL History No change 38 9 0.0% 0.0% 1272 0 0.0% Q2 2026 Jul 08, 2026
SWAN Capital LLC History No change 35 8 0.0% 0.0% 1273 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 30 7 0.0% 0.0% 1274 0 0.0% Q2 2026 Jul 15, 2026
Ankerstar Wealth, LLC History No change 31 7 0.01% 0.01% 1275 0 0.0% Q2 2026 Aug 13, 2026
Hanson & Doremus Investment Management History No change 22 6 0.0% 0.0% 1276 0 0.0% Q2 2026 Jul 29, 2026
Corsicana & Co. History No change 25 6 0.0% 0.0% 1277 0 0.0% Q2 2026 Jul 24, 2026
Abound Wealth Management History No change 25 6 0.0% 0.0% 1278 0 0.0% Q2 2026 Jul 10, 2026
Raleigh Capital Management Inc. History No change 21 5 0.0% 0.0% 1279 0 0.0% Q2 2026 Jul 21, 2026
Roxbury Financial LLC History No change 19 5 0.0% 0.0% 1280 0 0.0% Q3 2026 Oct 01, 2026
Advocate Investing Services LLC History No change 23 5 0.0% 0.0% 1281 0 0.0% Q2 2026 Jul 28, 2026
ST GERMAIN D J CO INC History No change 19 4 0.0% 0.0% 1282 0 0.0% Q2 2026 Jul 21, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 16 4 0.01% 0.01% 1283 0 0.0% Q2 2026 Aug 13, 2026
Strategic Advocates LLC History No change 19 4 0.02% 0.02% 1284 0 0.0% Q2 2026 Aug 13, 2026
VIMA LLC History No change 16 4 0.0% 0.0% 1285 0 0.0% Q2 2026 Jul 24, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 19 4 0.0% 0.0% 1286 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 13 3 0.0% 0.0% 1287 0 0.0% Q2 2026 Jul 28, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 13 3 0.0% 0.0% 1288 0 0.0% Q2 2026 Aug 05, 2026
ALERUS FINANCIAL NA History No change 10 2 0.0% 0.0% 1289 0 0.0% Q2 2026 Aug 13, 2026
CHELSEA COUNSEL CO History No change 9 2 0.0% 0.0% 1290 0 0.0% Q2 2026 Aug 11, 2026
Indiana Trust & Investment Management Co History No change 9 2 0.0% 0.0% 1291 0 0.0% Q2 2026 Jul 22, 2026
Core Capital Management & Research, inc. History No change 12 2 0.0% 0.0% 1292 0 0.0% Q2 2026 Sep 09, 2026
SHP Wealth Management History No change 8 2 0.0% 0.0% 1293 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 7 1 0.0% 0.0% 1294 0 0.0% Q2 2026 Jul 20, 2026
BARCLAYS PLC History No change 5 1 0.0% 0.0% 1295 0 0.0% Q2 2026 Aug 14, 2026
VALLEY NATIONAL ADVISERS INC History No change 4 1 0.0% 0.0% 1296 0 0.0% Q2 2026 Jul 29, 2026
Oakworth Capital, Inc. History No change 7 1 0.0% 0.0% 1297 0 0.0% Q2 2026 Jul 22, 2026
Costello Asset Management, INC History No change 7 1 0.0% 0.0% 1298 0 0.0% Q2 2026 Jul 28, 2026
DHJJ Financial Advisors, Ltd. History No change 4 1 0.0% 0.0% 1299 0 0.0% Q2 2026 Jul 24, 2026
Imprint Wealth LLC History No change 5 1 0.0% 0.0% 1300 0 0.0% Q2 2026 Aug 14, 2026
United Financial Planning Group LLC History No change 4 1 0.0% 0.0% 1301 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE CLIENT SERVICES, LLC History Closed out 0 0 — 0.3% — -4,595 -100.0% Q3 2026 Oct 02, 2026
DOLIVER ADVISORS, LP History Closed out 0 0 — 0.11% — -1,909 -100.0% Q3 2026 Oct 01, 2026
Aristotle Capital Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Banque Cantonale Vaudoise History No change 208 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Kilter Group LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026