VANGUARD WORLD FUND - MGK

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
ASSETMARK, INC History No change 42,386,669 3,726,212 6.41% 6.41% 1 0 0.0% Q2 2026 Jul 30, 2026
Cassaday & Co Wealth Management LLC History No change 18,830,638 1,655,401 31.09% 31.09% 2 0 0.0% Q2 2026 Aug 10, 2026
MORGAN STANLEY History No change 13,160,627 1,156,950 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 10,051,265 883,606 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 5,833,591 512,830 0.12% 0.12% 5 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 5,171,112 454,592 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 13, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 4,295,085 377,580 2.83% 2.83% 7 0 0.0% Q2 2026 Aug 05, 2026
CAPTRUST FINANCIAL ADVISORS History No change 4,197,480 369,000 0.56% 0.56% 8 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 3,885,314 341,597 0.07% 0.07% 9 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 3,641,887 320,158 1.95% 1.95% 10 0 0.0% Q2 2026 Jul 20, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,554,068 312,422 0.07% 0.07% 11 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 3,270,904 287,545 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 2,984,072 262,413 0.32% 0.32% 13 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,869,561 252,281 11.52% 11.52% 14 0 0.0% Q2 2026 Jul 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,600,466 228,606 0.11% 0.11% 15 0 0.0% Q2 2026 Aug 07, 2026
Howard Capital Management, LLC History No change 2,273,520 199,865 2.38% 2.38% 16 0 0.0% Q2 2026 Jul 28, 2026
ROYAL BANK OF CANADA History No change 2,221,716 195,311 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,127,331 187,013 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 1,844,907 162,185 2.32% 2.32% 19 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 1,476,022 129,774 0.15% 0.15% 20 0 0.0% Q2 2026 Aug 14, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 1,371,662 120,582 8.12% 8.12% 21 0 0.0% Q2 2026 Jul 20, 2026
Rockefeller Capital Management L.P. History No change 1,221,378 107,371 0.16% 0.16% 22 0 0.0% Q2 2026 Aug 13, 2026
Falcon Wealth Planning History No change 1,198,494 105,359 6.65% 6.65% 23 0 0.0% Q2 2026 Jul 13, 2026
Strategic Investment Advisors / MI History No change 1,193,303 104,903 6.35% 6.35% 24 0 0.0% Q2 2026 Aug 14, 2026
Portfolio Strategies, Inc. History No change 1,176,248 103,407 10.14% 10.14% 25 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 1,127,973 99,160 0.1% 0.1% 26 0 0.0% Q2 2026 Aug 05, 2026
Black Diamond Financial, LLC History No change 1,096,819 96,421 8.5% 8.5% 27 0 0.0% Q2 2026 Aug 04, 2026
STIFEL FINANCIAL CORP History No change 998,155 87,748 0.07% 0.07% 28 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 973,489 85,579 0.57% 0.57% 29 0 0.0% Q2 2026 Aug 10, 2026
IFC Advisors LLC History No change 938,049 82,463 10.47% 10.47% 30 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 922,894 81,131 0.1% 0.1% 31 0 0.0% Q2 2026 Jul 29, 2026
Mariner, LLC History No change 912,807 80,244 0.08% 0.08% 32 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 889,770 78,219 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 872,496 76,701 0.07% 0.07% 34 0 0.0% Q2 2026 Aug 12, 2026
Praetorian Wealth Management, Inc. History No change 855,232 75,183 12.97% 12.97% 35 0 0.0% Q2 2026 Jul 07, 2026
Gratus Wealth Advisors, LLC History No change 817,879 71,899 9.15% 9.15% 36 0 0.0% Q2 2026 Jul 20, 2026
Leelyn Smith, LLC History No change 793,605 69,765 8.48% 8.48% 37 0 0.0% Q2 2026 Jul 23, 2026
JPMORGAN CHASE & CO History No change 756,909 65,450 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 743,809 65,388 0.01% 0.01% 39 0 0.0% Q2 2026 Sep 02, 2026
Creative Planning History No change 652,778 57,385 0.03% 0.03% 40 0 0.0% Q2 2026 Aug 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 621,914 54,672 2.0% 2.0% 41 0 0.0% Q2 2026 Jul 21, 2026
Janney Montgomery Scott LLC History No change 621,047 54,596 0.11% 0.11% 42 0 0.0% Q2 2026 Aug 05, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 602,809 52,992 4.11% 4.11% 43 0 0.0% Q2 2026 Jul 16, 2026
Cambridge Investment Research Advisors, Inc. History No change 557,807 49,037 0.11% 0.11% 44 0 0.0% Q2 2026 Jul 27, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 554,130 48,713 9.86% 9.86% 45 0 0.0% Q2 2026 Aug 14, 2026
Beacon Capital Management, LLC History No change 530,802 46,662 6.84% 6.84% 46 0 0.0% Q2 2026 Jul 29, 2026
BTG Pactual Asset Management US LLC History No change 515,749 45,339 2.82% 2.82% 47 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 505,515 44,439 0.09% 0.09% 48 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 499,842 43,941 0.12% 0.12% 49 0 0.0% Q2 2026 Aug 07, 2026
FC Advisory LLC History Added to 465,370 43,116 11.3% 10.69% 50 +6,330 1.38% Q3 2026 Oct 05, 2026
Bernardo Wealth Planning LLC History No change 490,460 43,116 7.37% 7.37% 51 0 0.0% Q2 2026 Jul 27, 2026
GOLDMAN SACHS GROUP INC History No change 486,456 42,764 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 484,483 42,527 0.07% 0.07% 53 0 0.0% Q2 2026 Jul 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 483,526 42,506 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
MEANS INVESTMENT CO., INC. History No change 470,858 41,393 3.13% 3.13% 55 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 469,236 41,250 0.19% 0.19% 56 0 0.0% Q2 2026 Aug 18, 2026
Savant Capital, LLC History No change 294,234 39,528 0.12% 0.12% 57 0 0.0% Q2 2026 Aug 10, 2026
ETF Portfolio Partners, Inc. History No change 440,043 38,684 9.2% 9.2% 58 0 0.0% Q2 2026 Jul 13, 2026
EP Wealth Advisors, LLC History No change 411,595 36,183 0.14% 0.14% 59 0 0.0% Q2 2026 Aug 11, 2026
Blue Edge Capital, LLC History No change 409,912 36,035 4.33% 4.33% 60 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 407,245 35,800 0.28% 0.28% 61 0 0.0% Q2 2026 Aug 13, 2026
BHK Investment Advisors, LLC History No change 391,052 34,377 10.27% 10.27% 62 0 0.0% Q2 2026 Jul 28, 2026
ALPS ADVISORS INC History No change 381,300 33,520 0.16% 0.16% 63 0 0.0% Q2 2026 Jul 29, 2026
HB Wealth Management, LLC History No change 379,143 33,330 0.19% 0.19% 64 0 0.0% Q2 2026 Jul 29, 2026
CX Institutional History Added to 357,048 33,080 0.9% 0.87% 65 +12,735 3.7% Q3 2026 Oct 02, 2026
Angeles Investment Advisors, LLC History No change 371,190 32,631 1.96% 1.96% 66 0 0.0% Q2 2026 Jul 22, 2026
Apriem Advisors History No change 343,729 30,217 2.62% 2.62% 67 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 341,174 29,992 0.06% 0.06% 68 0 0.0% Q2 2026 Aug 07, 2026
Prospera Financial Services Inc History No change 336,415 29,575 0.43% 0.43% 69 0 0.0% Q2 2026 Jul 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 343,479 28,962 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
Erickson Financial Group, LLC History No change 320,460 28,171 15.1% 15.1% 71 0 0.0% Q2 2026 Jul 27, 2026
AMARA FINANCIAL, LLC. History No change 316,007 27,780 16.62% 16.62% 72 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 312,826 27,556 0.11% 0.11% 73 0 0.0% Q2 2026 Aug 14, 2026
Clarity Financial LLC History No change 311,650 27,397 2.33% 2.33% 74 0 0.0% Q2 2026 Jul 20, 2026
Kestra Advisory Services, LLC History No change 307,853 27,063 0.09% 0.09% 75 0 0.0% Q2 2026 Jul 28, 2026
D.A. DAVIDSON & CO. History No change 302,209 26,567 0.15% 0.15% 76 0 0.0% Q2 2026 Jul 24, 2026
NORTHERN TRUST CORP History No change 286,950 25,225 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 284,728 25,030 0.37% 0.37% 78 0 0.0% Q2 2026 Jul 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 279,673 24,586 1.17% 1.17% 79 0 0.0% Q2 2026 Jul 28, 2026
Zeit Capital LLC History No change 278,413 24,475 14.75% 14.75% 80 0 0.0% Q2 2026 Aug 06, 2026
Allspring Global Investments Holdings, LLC History No change 276,640 24,319 0.04% 0.04% 81 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 269,582 23,698 0.69% 0.69% 82 0 0.0% Q2 2026 Jul 30, 2026
SALEM INVESTMENT COUNSELORS INC History No change 269,167 23,662 0.59% 0.59% 83 0 0.0% Q2 2026 Jul 14, 2026
Avior Wealth Management, LLC History No change 267,463 23,512 0.62% 0.62% 84 0 0.0% Q2 2026 Jul 07, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 265,885 23,373 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 258,150 22,693 0.11% 0.11% 86 0 0.0% Q2 2026 Aug 13, 2026
Wheelhouse Advisory Group LLC History No change 254,581 22,380 6.32% 6.32% 87 0 0.0% Q2 2026 Jul 23, 2026
ODonnell Financial Services, LLC History No change 250,832 22,050 6.49% 6.49% 88 0 0.0% Q2 2026 Aug 12, 2026
Gateway Wealth Partners, LLC History No change 245,744 21,603 1.3% 1.3% 89 0 0.0% Q2 2026 Aug 04, 2026
Kingsview Wealth Management, LLC History No change 239,584 21,061 0.26% 0.26% 90 0 0.0% Q2 2026 Aug 18, 2026
IEQ CAPITAL, LLC History No change 237,816 20,906 0.1% 0.1% 91 0 0.0% Q2 2026 Aug 11, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 237,090 20,842 0.77% 0.77% 92 0 0.0% Q2 2026 Jul 16, 2026
Concurrent Investment Advisors, LLC History No change 236,260 20,769 0.18% 0.18% 93 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 228,910 20,123 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 228,065 20,049 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 14, 2026
DT Investment Partners, LLC History No change 226,863 19,943 1.49% 1.49% 96 0 0.0% Q2 2026 Jul 27, 2026
Raab & Moskowitz Asset Management LLC History No change 224,090 19,699 3.96% 3.96% 97 0 0.0% Q2 2026 Jul 28, 2026
Randall & Associates Wealth Management History No change 217,296 19,102 11.81% 11.81% 98 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 216,008 18,989 0.07% 0.07% 99 0 0.0% Q2 2026 Aug 14, 2026
Blackston Financial Advisory Group, LLC History No change 215,599 18,953 10.68% 10.68% 100 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 210,114 18,471 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 207,977 18,291 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 12, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 206,887 18,187 2.62% 2.62% 103 0 0.0% Q2 2026 Jul 29, 2026
NWF Advisory Services Inc. History No change 205,879 18,098 1.7% 1.7% 104 0 0.0% Q2 2026 Jul 29, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 201,280 17,694 0.18% 0.18% 105 0 0.0% Q2 2026 Aug 14, 2026
OKABENA INVESTMENT SERVICES INC History No change 200,492 17,625 3.15% 3.15% 106 0 0.0% Q2 2026 Aug 04, 2026
Wealthspire Retirement, LLC History No change 197,038 17,321 0.95% 0.95% 107 0 0.0% Q2 2026 Aug 12, 2026
UNIVEST FINANCIAL Corp History No change 195,558 17,191 0.84% 0.84% 108 0 0.0% Q2 2026 Aug 07, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 190,425 16,740 5.9% 5.9% 109 0 0.0% Q2 2026 Jul 30, 2026
WealthShield Partners, LLC History No change 189,435 16,653 2.55% 2.55% 110 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 188,074 16,533 0.19% 0.19% 111 0 0.0% Q2 2026 Jul 29, 2026
Cascade Financial Partners, LLC History No change 187,887 16,517 1.43% 1.43% 112 0 0.0% Q2 2026 Aug 04, 2026
Baird Financial Group, Inc. History No change 186,602 16,404 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 184,532 16,130 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 182,057 16,004 0.15% 0.15% 115 0 0.0% Q2 2026 Aug 14, 2026
R2 Capital Strategies, LLC History No change 174,485 15,338 6.95% 6.95% 116 0 0.0% Q2 2026 Jul 23, 2026
JANE STREET GROUP, LLC History No change 172,803 15,191 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Focused Wealth Management, Inc History No change 170,372 14,977 1.3% 1.3% 118 0 0.0% Q2 2026 Aug 06, 2026
Pacific Center for Financial Services History No change 168,086 14,776 3.3% 3.3% 119 0 0.0% Q2 2026 Aug 05, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 37,286 14,476 2.03% 2.03% 120 0 0.0% Q2 2026 Aug 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 163,277 14,353 0.23% 0.23% 121 0 0.0% Q2 2026 Jul 28, 2026
J.W. COLE ADVISORS, INC. History No change 160,865 14,141 0.24% 0.24% 122 0 0.0% Q2 2026 Jul 21, 2026
Sherman Wealth Management LLC History No change 159,743 14,043 10.57% 10.57% 123 0 0.0% Q2 2026 Jul 09, 2026
Texas Capital Bank Wealth Management Services Inc History No change 159,458 14,017 0.75% 0.75% 124 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 156,140 13,726 0.08% 0.08% 125 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 154,140 13,550 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 153,239 13,471 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 12, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 152,625 13,417 3.4% 3.4% 128 0 0.0% Q2 2026 Jul 23, 2026
PHILADELPHIA TRUST CO History No change 152,500 13,406 0.86% 0.86% 129 0 0.0% Q2 2026 Aug 10, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 152,150 13,375 8.7% 8.7% 130 0 0.0% Q2 2026 Jul 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 148,916 13,091 0.24% 0.24% 131 0 0.0% Q2 2026 Jul 15, 2026
Cedar Point Capital Partners, LLC History No change 147,385 12,956 7.45% 7.45% 132 0 0.0% Q2 2026 Jul 27, 2026
Fingerlakes Wealth Management, Inc. History No change 145,553 12,795 6.89% 6.89% 133 0 0.0% Q2 2026 Jul 23, 2026
Investment Insight Wealth Management, LLC History No change 145,446 12,786 11.08% 11.08% 134 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 142,411 12,519 0.08% 0.08% 135 0 0.0% Q2 2026 Jul 20, 2026
TRUIST FINANCIAL CORP History No change 135,681 11,927 0.01% 0.01% 136 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Advisory Services, LLC History No change 135,250 11,889 0.24% 0.24% 137 0 0.0% Q2 2026 Aug 14, 2026
Clarus Wealth Advisors History No change 135,598 11,860 4.57% 4.57% 138 0 0.0% Q2 2026 Jul 09, 2026
Stratos Investment Management, LLC History No change 133,753 11,758 0.43% 0.43% 139 0 0.0% Q2 2026 Aug 11, 2026
Capital Planning LLC History No change 133,729 11,756 3.42% 3.42% 140 0 0.0% Q2 2026 Jul 22, 2026
HARBOUR INVESTMENTS, INC. History No change 132,912 11,684 0.16% 0.16% 141 0 0.0% Q2 2026 Aug 12, 2026
Clifford Group, LLC History No change 132,415 11,640 8.05% 8.05% 142 0 0.0% Q2 2026 Aug 14, 2026
Quadcap Wealth Management, LLC History No change 130,737 11,493 1.12% 1.12% 143 0 0.0% Q2 2026 Jul 31, 2026
Darwin Wealth Management, LLC History No change 130,172 11,443 3.13% 3.13% 144 0 0.0% Q2 2026 Jul 21, 2026
AE Wealth Management LLC History No change 130,079 11,435 0.05% 0.05% 145 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 129,188 11,356 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 127,559 11,214 0.43% 0.43% 147 0 0.0% Q2 2026 Aug 17, 2026
Resolute Advisors LLC History No change 126,108 11,086 2.66% 2.66% 148 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 124,191 10,917 1.29% 1.29% 149 0 0.0% Q2 2026 Jul 22, 2026
Steward Partners Investment Advisory, LLC History No change 121,873 10,713 0.05% 0.05% 150 0 0.0% Q2 2026 Aug 13, 2026
Morrissey Wealth Management, LLC History No change 112,667 10,554 6.64% 6.64% 151 0 0.0% Q2 2026 Oct 05, 2026
Cypress Wealth Services, LLC History No change 117,719 10,348 1.27% 1.27% 152 0 0.0% Q2 2026 Jul 10, 2026
WAYSTONE ADVISORS LLC History No change 114,718 10,084 7.52% 7.52% 153 0 0.0% Q2 2026 Jul 16, 2026
BESSEMER GROUP INC History No change 113,265 9,957 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 12, 2026
TFB Advisors LLC History No change 111,706 9,820 4.33% 4.33% 155 0 0.0% Q2 2026 Aug 06, 2026
Baring Financial LLC History No change 110,432 9,708 5.34% 5.34% 156 0 0.0% Q2 2026 Jul 08, 2026
Gladwyn Financial Advisors, Inc. History Reduced 104,735 9,703 6.2% 5.86% 157 -1,893 -1.78% Q3 2026 Oct 05, 2026
Coquina Private Wealth LLC History No change 108,719 9,557 6.49% 6.49% 158 0 0.0% Q2 2026 Jul 29, 2026
BLAIR WILLIAM & CO/IL History No change 106,666 9,377 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 11, 2026
McClarren Financial Advisors, Inc. History No change 106,151 9,331 4.82% 4.82% 160 0 0.0% Q2 2026 Jul 17, 2026
VALICENTI ADVISORY SERVICES INC History No change 105,515 9,276 1.75% 1.75% 161 0 0.0% Q2 2026 Jul 16, 2026
Royal Fund Management, LLC History No change 104,959 9,226 0.77% 0.77% 162 0 0.0% Q2 2026 Jul 20, 2026
CITIGROUP INC History No change 104,915 9,223 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History No change 102,073 8,973 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 101,916 8,958 0.1% 0.1% 165 0 0.0% Q2 2026 Aug 04, 2026
Accredited Investors Inc. History No change 99,742 8,768 0.38% 0.38% 166 0 0.0% Q2 2026 Jul 21, 2026
Center For Asset Management LLC History No change 99,507 8,747 3.88% 3.88% 167 0 0.0% Q2 2026 Jul 27, 2026
Private Advisor Group, LLC History No change 98,378 8,648 0.04% 0.04% 168 0 0.0% Q2 2026 Jul 27, 2026
Joel Isaacson & Co., LLC History No change 97,546 8,575 0.25% 0.25% 169 0 0.0% Q2 2026 Aug 04, 2026
Alexis Investment Partners, LLC History No change 97,765 8,453 4.94% 4.94% 170 0 0.0% Q2 2026 Jul 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 95,137 8,363 0.09% 0.09% 171 0 0.0% Q2 2026 Jul 28, 2026
VANGUARD ADVISERS INC History No change 91,153 8,013 0.03% 0.03% 172 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 91,038 8,003 0.15% 0.15% 173 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 90,063 7,917 0.19% 0.19% 174 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 90,009 7,912 0.12% 0.12% 175 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 88,161 7,746 0.07% 0.07% 176 0 0.0% Q2 2026 Aug 06, 2026
Richard P Slaughter Associates Inc History No change 86,422 7,597 1.49% 1.49% 177 0 0.0% Q2 2026 Jul 13, 2026
Plan Group Financial, LLC History No change 86,279 7,584 1.56% 1.56% 178 0 0.0% Q2 2026 Aug 03, 2026
HUB Investment Partners, LLC History No change 85,094 7,480 0.13% 0.13% 179 0 0.0% Q2 2026 Jul 31, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 84,573 7,434 3.36% 3.36% 180 0 0.0% Q2 2026 Aug 07, 2026
Brookstone Capital Management History No change 82,740 7,273 0.07% 0.07% 181 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 81,696 7,181 0.07% 0.07% 182 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History No change 81,104 7,129 0.12% 0.12% 183 0 0.0% Q2 2026 Jul 31, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 79,740 7,009 0.05% 0.05% 184 0 0.0% Q2 2026 Aug 14, 2026
Mathes Company, Inc. History No change 79,150 6,958 2.16% 2.16% 185 0 0.0% Q2 2026 Aug 11, 2026
Sicart Associates LLC History No change 78,205 6,875 1.68% 1.68% 186 0 0.0% Q2 2026 Aug 11, 2026
PCM Encore, LLC History No change 76,663 6,739 1.18% 1.18% 187 0 0.0% Q2 2026 Aug 11, 2026
Checchi Capital Advisers, LLC History No change 75,983 6,679 0.3% 0.3% 188 0 0.0% Q2 2026 Aug 04, 2026
Milestone Asset Management Group, LLC History No change 75,231 6,613 3.33% 3.33% 189 0 0.0% Q2 2026 Jul 30, 2026
KINTRA WEALTH, LLC History No change 72,122 6,573 0.34% 0.34% 190 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 73,108 6,426 0.05% 0.05% 191 0 0.0% Q2 2026 Jul 17, 2026
Integrated Wealth Concepts LLC History No change 72,332 6,358 0.04% 0.04% 192 0 0.0% Q2 2026 Sep 08, 2026
Atria Investments, Inc History No change 72,109 6,339 0.06% 0.06% 193 0 0.0% Q2 2026 Jul 28, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 69,144 6,078 0.15% 0.15% 194 0 0.0% Q2 2026 Jul 31, 2026
Virtu Financial LLC History No change 68,880 6,055 0.19% 0.19% 195 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 68,399 6,012 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 19, 2026
Hoffman, Alan N Investment Management History No change 67,302 5,916 3.49% 3.49% 197 0 0.0% Q2 2026 Jul 09, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 67,235 5,910 0.36% 0.36% 198 0 0.0% Q2 2026 Aug 07, 2026
Sigma Planning Corp History No change 66,718 5,865 0.15% 0.15% 199 0 0.0% Q2 2026 Aug 07, 2026
One Capital Management, LLC History No change 15,899 5,841 0.16% 0.16% 200 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Financial Management LLC History No change 66,353 5,833 4.68% 4.68% 201 0 0.0% Q2 2026 Aug 28, 2026
Fiduciary Alliance LLC History No change 65,427 5,751 0.39% 0.39% 202 0 0.0% Q2 2026 Jul 20, 2026
Tactive Advisors, LLC History No change 64,540 5,673 1.4% 1.4% 203 0 0.0% Q2 2026 Jul 08, 2026
Berger Financial Group, Inc History No change 64,100 5,635 0.29% 0.29% 204 0 0.0% Q2 2026 Aug 04, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 64,922 5,613 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 13, 2026
Flagship Private Wealth, LLC History No change 63,846 5,612 1.98% 1.98% 206 0 0.0% Q2 2026 Aug 04, 2026
Avidian Wealth Enterprises, LLC History No change 63,761 5,605 0.16% 0.16% 207 0 0.0% Q2 2026 Jul 24, 2026
Junk Investment Group, LLC History No change 63,622 5,593 2.48% 2.48% 208 0 0.0% Q2 2026 Jul 29, 2026
Mayfair Advisory Group, LLC History No change 65,066 5,518 1.66% 1.66% 209 0 0.0% Q2 2026 Aug 11, 2026
Sound Income Strategies, LLC History No change 62,507 5,494 0.25% 0.25% 210 0 0.0% Q2 2026 Jul 20, 2026
Stone Wealth Partners History No change 61,221 5,382 3.94% 3.94% 211 0 0.0% Q2 2026 Jul 16, 2026
Spire Wealth Management History No change 61,208 5,380 0.16% 0.16% 212 0 0.0% Q2 2026 Jul 15, 2026
Ifrah Financial Services, Inc. History No change 60,379 5,307 1.3% 1.3% 213 0 0.0% Q2 2026 Jul 21, 2026
TWO SIGMA INVESTMENTS, LP History No change 59,920 5,267 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 59,090 5,194 0.03% 0.03% 215 0 0.0% Q2 2026 Jul 13, 2026
INTEGRITY ALLIANCE, LLC. History No change 58,993 5,186 0.16% 0.16% 216 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL SECURITIES, INC. History No change 58,685 5,158 0.06% 0.06% 217 0 0.0% Q2 2026 Aug 04, 2026
Breakwater Investment Management History No change 58,624 5,153 1.75% 1.75% 218 0 0.0% Q2 2026 Aug 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 57,170 5,025 0.19% 0.19% 219 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Partners, Ltd. History No change 57,140 5,023 1.89% 1.89% 220 0 0.0% Q2 2026 Aug 03, 2026
D. E. Shaw & Co., Inc. History No change 57,057 5,015 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 57,003 5,011 0.04% 0.04% 222 0 0.0% Q2 2026 Jul 27, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 56,857 4,998 0.95% 0.95% 223 0 0.0% Q2 2026 Aug 06, 2026
Accurate Wealth Management, LLC History No change 55,088 4,906 0.47% 0.47% 224 0 0.0% Q2 2026 Jul 14, 2026
Maridea Wealth Management LLC History No change 55,667 4,893 0.53% 0.53% 225 0 0.0% Q2 2026 Aug 06, 2026
Bawa N Mallick Trust History No change 55,020 4,836 1.56% 1.56% 226 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History No change 53,888 4,737 0.57% 0.57% 227 0 0.0% Q2 2026 Jul 08, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 53,419 4,696 4.21% 4.21% 228 0 0.0% Q2 2026 Jul 09, 2026
Wealthspire Advisors, LLC History No change 53,319 4,687 0.03% 0.03% 229 0 0.0% Q2 2026 Aug 11, 2026
Redhawk Wealth Advisors, Inc. History No change 52,892 4,649 0.46% 0.46% 230 0 0.0% Q2 2026 Jul 09, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 52,836 4,644 1.41% 1.41% 231 0 0.0% Q2 2026 Jul 21, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 51,890 4,561 1.75% 1.75% 232 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Bancorp, Inc. History No change 51,483 4,525 1.18% 1.18% 233 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 51,423 4,520 0.05% 0.05% 234 0 0.0% Q2 2026 Aug 12, 2026
Colorado Capital Management, Inc. History No change 51,015 4,485 1.53% 1.53% 235 0 0.0% Q2 2026 Jul 08, 2026
Oxford Wealth Group, LLC History No change 50,516 4,440 1.99% 1.99% 236 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investment Services, LLC History No change 50,488 4,438 1.23% 1.23% 237 0 0.0% Q2 2026 Aug 06, 2026
Accretive Wealth Partners, LLC History No change 50,322 4,423 1.07% 1.07% 238 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD SECURITIES, INC. History No change 49,476 4,349 0.25% 0.25% 239 0 0.0% Q2 2026 Jul 15, 2026
MISSION WEALTH MANAGEMENT, LP History No change 49,367 4,339 0.05% 0.05% 240 0 0.0% Q2 2026 Jul 20, 2026
Forum Private Client Group LLC History No change 49,277 4,331 1.29% 1.29% 241 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 48,985 4,306 0.09% 0.09% 242 0 0.0% Q2 2026 Aug 03, 2026
HighPoint Advisor Group LLC History No change 47,763 4,198 0.15% 0.15% 243 0 0.0% Q2 2026 Aug 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 47,512 4,181 0.02% 0.02% 244 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 47,458 4,172 0.08% 0.08% 245 0 0.0% Q2 2026 Aug 04, 2026
Sharkey, Howes & Javer History No change 47,449 4,171 0.5% 0.5% 246 0 0.0% Q2 2026 Jul 09, 2026
XTX Topco Ltd History No change 47,394 4,166 0.05% 0.05% 247 0 0.0% Q2 2026 Aug 14, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 47,114 4,141 3.57% 3.57% 248 0 0.0% Q2 2026 Jul 14, 2026
Pathway Financial Advisers, LLC History No change 46,004 4,044 1.02% 1.02% 249 0 0.0% Q2 2026 Jul 30, 2026
Silicon Valley Capital Partners History No change 45,833 4,029 0.33% 0.33% 250 0 0.0% Q2 2026 Sep 21, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 45,492 3,999 0.32% 0.32% 251 0 0.0% Q2 2026 Aug 05, 2026
High Net Worth Advisory Group LLC History No change 45,447 3,995 0.85% 0.85% 252 0 0.0% Q2 2026 Jul 29, 2026
1900 WEALTH MANAGEMENT LLC History No change 44,757 3,934 0.22% 0.22% 253 0 0.0% Q2 2026 Aug 04, 2026
Pillar Financial Advisors, LLC History No change 43,793 3,849 2.01% 2.01% 254 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 43,604 3,833 0.13% 0.13% 255 0 0.0% Q2 2026 Jul 24, 2026
Eagle Wealth Advisors LLC History No change 43,415 3,816 2.91% 2.91% 256 0 0.0% Q2 2026 Jul 13, 2026
GTS SECURITIES LLC History No change 43,269 3,803 0.08% 0.08% 257 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 43,180 3,795 0.05% 0.05% 258 0 0.0% Q2 2026 Jul 17, 2026
WNY Asset Management, LLC History No change 42,535 3,739 0.33% 0.33% 259 0 0.0% Q2 2026 Aug 17, 2026
Sheridan Capital Management, LLC History No change 41,720 3,667 1.76% 1.76% 260 0 0.0% Q2 2026 Aug 07, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 40,715 3,579 1.77% 1.77% 261 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 40,353 3,547 0.1% 0.1% 262 0 0.0% Q2 2026 Jul 06, 2026
Fisher Asset Management, LLC History No change 40,320 3,544 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 04, 2026
BANK OF HAWAII History No change 40,149 3,529 0.17% 0.17% 264 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 39,664 3,486 0.04% 0.04% 265 0 0.0% Q2 2026 Aug 06, 2026
Kovack Advisors, Inc. History No change 39,526 3,474 0.17% 0.17% 266 0 0.0% Q2 2026 Jul 28, 2026
RMG Wealth Management LLC History No change 40,336 3,471 0.36% 0.36% 267 0 0.0% Q2 2026 Aug 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 39,473 3,470 0.14% 0.14% 268 0 0.0% Q2 2026 Jul 27, 2026
Vanguard National Trust Co History No change 39,415 3,464 0.19% 0.19% 269 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 38,445 3,379 0.11% 0.11% 270 0 0.0% Q2 2026 Jul 17, 2026
Francis Financial, Inc. History No change 37,925 3,333 0.55% 0.55% 271 0 0.0% Q2 2026 Aug 10, 2026
Sendero Wealth Management, LLC History No change 37,483 3,295 0.33% 0.33% 272 0 0.0% Q2 2026 Aug 04, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 37,073 3,259 0.7% 0.7% 273 0 0.0% Q2 2026 Jul 27, 2026
Fortune 45 LLC History No change 36,611 3,218 1.37% 1.37% 274 0 0.0% Q2 2026 Aug 05, 2026
Prime Capital Investment Advisors, LLC History No change 36,560 3,213 0.03% 0.03% 275 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Financial Partners, Inc. History No change 36,121 3,175 0.02% 0.02% 276 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 35,982 3,163 0.05% 0.05% 277 0 0.0% Q2 2026 Aug 10, 2026
Merited Wealth, LLC History No change 35,935 3,159 2.23% 2.23% 278 0 0.0% Q2 2026 Aug 14, 2026
Eagle Strategies LLC History No change 35,697 3,138 0.31% 0.31% 279 0 0.0% Q2 2026 Jul 21, 2026
Beaumont Asset Management, L.L.C. History No change 35,335 3,106 1.21% 1.21% 280 0 0.0% Q2 2026 Jul 22, 2026
MONEY CONCEPTS CAPITAL CORP History No change 35,290 3,102 0.14% 0.14% 281 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 34,524 3,035 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 34,221 3,008 0.06% 0.06% 283 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 34,016 2,990 0.02% 0.02% 284 0 0.0% Q2 2026 Aug 17, 2026
First Heartland Consultants, Inc. History No change 33,987 2,987 0.19% 0.19% 285 0 0.0% Q2 2026 Jul 08, 2026
Allworth Financial LP History No change 33,638 2,957 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 11,749 2,955 0.05% 0.05% 287 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 33,571 2,951 0.06% 0.06% 288 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 33,323 2,929 0.03% 0.03% 289 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 32,920 2,893 0.05% 0.05% 290 0 0.0% Q2 2026 Jul 09, 2026
Corient Private Wealth LP History No change 32,846 2,887 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 27, 2026
N.E.W. Advisory Services LLC History No change 32,504 2,857 0.19% 0.19% 292 0 0.0% Q2 2026 Aug 06, 2026
Bright Futures Wealth Management, LLC. History No change 32,344 2,843 1.84% 1.84% 293 0 0.0% Q2 2026 Jul 24, 2026
Financial Life Planners History No change 32,345 2,843 1.83% 1.83% 294 0 0.0% Q2 2026 Jul 21, 2026
Veridan Wealth LLC History No change 31,982 2,811 0.96% 0.96% 295 0 0.0% Q2 2026 Aug 10, 2026
Main Street Financial Solutions, LLC History No change 31,891 2,803 0.18% 0.18% 296 0 0.0% Q2 2026 Aug 07, 2026
Finward Bancorp History No change 31,846 2,799 2.12% 2.12% 297 0 0.0% Q2 2026 Jul 16, 2026
Plancorp, LLC History No change 31,910 2,798 0.07% 0.07% 298 0 0.0% Q2 2026 Jul 14, 2026
Tidal Investments LLC History No change 31,451 2,764 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 13, 2026
FIRST CITIZENS BANK & TRUST CO History No change 30,915 2,717 0.04% 0.04% 300 0 0.0% Q2 2026 Jul 13, 2026
Fearless Solutions, LLC dba Best Invest History No change 30,842 2,711 1.43% 1.43% 301 0 0.0% Q2 2026 Jul 21, 2026
M3 Advisory Group, LLC History No change 30,774 2,705 1.4% 1.4% 302 0 0.0% Q2 2026 Jul 24, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 30,442 2,676 0.97% 0.97% 303 0 0.0% Q2 2026 Jul 14, 2026
RIK SAYLOR FINANCIAL, INC. History No change 30,025 2,639 1.75% 1.75% 304 0 0.0% Q2 2026 Aug 05, 2026
MidAtlantic Capital Management, Inc. History No change 29,898 2,628 1.63% 1.63% 305 0 0.0% Q2 2026 Aug 10, 2026
Avant Capital LLC History No change 29,843 2,623 1.64% 1.64% 306 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 29,441 2,588 0.08% 0.08% 307 0 0.0% Q2 2026 Aug 03, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 29,084 2,556 0.79% 0.79% 308 0 0.0% Q2 2026 Jul 22, 2026
FLOW TRADERS U.S. LLC History No change 28,711 2,524 0.1% 0.1% 309 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 28,658 2,519 0.01% 0.01% 310 0 0.0% Q2 2026 Jul 28, 2026
Continuum Advisory, LLC History No change 28,589 2,513 0.2% 0.2% 311 0 0.0% Q2 2026 Aug 06, 2026
Cherry Creek Investment Advisors, Inc. History No change 28,452 2,501 0.98% 0.98% 312 0 0.0% Q2 2026 Jul 30, 2026
Gladstone Institutional Advisory LLC History No change 27,841 2,447 0.08% 0.08% 313 0 0.0% Q2 2026 Jul 27, 2026
RWA WEALTH PARTNERS, LLC History No change 27,599 2,426 0.02% 0.02% 314 0 0.0% Q2 2026 Aug 07, 2026
Causey Wealth LLC History No change 27,553 2,422 0.95% 0.95% 315 0 0.0% Q2 2026 Aug 11, 2026
IMC-Chicago, LLC History No change 27,183 2,389 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 06, 2026
Carr Financial Group Corp History No change 26,932 2,367 0.54% 0.54% 317 0 0.0% Q2 2026 Aug 06, 2026
Independent Wealth Advisors LLC History No change 26,881 2,363 2.14% 2.14% 318 0 0.0% Q2 2026 Jul 27, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 26,842 2,359 0.03% 0.03% 319 0 0.0% Q2 2026 Jul 15, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 26,683 2,345 0.25% 0.25% 320 0 0.0% Q2 2026 Jul 23, 2026
Elevation Capital Advisory, LLC History No change 26,668 2,344 0.9% 0.9% 321 0 0.0% Q2 2026 Jul 27, 2026
Ethos Financial Group, LLC History No change 28,193 2,343 0.16% 0.16% 322 0 0.0% Q2 2026 Aug 07, 2026
Kera Capital Partners, Inc. History No change 26,437 2,324 0.22% 0.22% 323 0 0.0% Q2 2026 Aug 14, 2026
Bucket List Wealth Management, LLC History No change 25,945 2,280 1.12% 1.12% 324 0 0.0% Q2 2026 Jul 16, 2026
Argent Trust Co History No change 25,885 2,275 0.07% 0.07% 325 0 0.0% Q2 2026 Aug 06, 2026
Gilliland Jeter Wealth Management LLC History No change 25,515 2,243 0.59% 0.59% 326 0 0.0% Q2 2026 Jul 29, 2026
Financial Engines Advisors L.L.C. History No change 25,426 2,235 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 14, 2026
SUMMITRY LLC History No change 25,302 2,224 0.07% 0.07% 328 0 0.0% Q2 2026 Jul 21, 2026
McMill Wealth Management History No change 14,112 2,214 0.53% 0.53% 329 0 0.0% Q2 2026 Aug 17, 2026
PFG Advisors History No change 25,098 2,206 0.11% 0.11% 330 0 0.0% Q2 2026 Jul 16, 2026
Blue Trust, Inc. History No change 24,695 2,170 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 21, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 24,295 2,150 0.26% 0.26% 332 0 0.0% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History No change 24,064 2,115 0.08% 0.08% 333 0 0.0% Q2 2026 Aug 14, 2026
Garden State Investment Advisory Services LLC History No change 24,030 2,112 0.38% 0.38% 334 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History No change 23,776 2,090 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 14, 2026
Owen LaRue, LLC History No change 23,713 2,084 0.72% 0.72% 336 0 0.0% Q2 2026 Jul 22, 2026
Sovereign Financial Group, Inc. History No change 23,330 2,050 0.31% 0.31% 337 0 0.0% Q2 2026 Jul 24, 2026
Keystone Financial Group History No change 23,265 2,045 0.12% 0.12% 338 0 0.0% Q2 2026 Jul 29, 2026
Clark Capital Management Group, Inc. History No change 23,222 2,041 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 11, 2026
RFP Financial Group LLC History No change 23,212 2,040 0.91% 0.91% 340 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 23,041 2,025 0.04% 0.04% 341 0 0.0% Q2 2026 Jul 20, 2026
Western Wealth Management, LLC History No change 22,891 2,012 0.07% 0.07% 342 0 0.0% Q2 2026 Aug 14, 2026
WILLNER & HELLER, LLC History No change 22,816 2,005 1.26% 1.26% 343 0 0.0% Q2 2026 Jul 07, 2026
OLD NATIONAL BANCORP /IN/ History No change 22,775 2,002 0.04% 0.04% 344 0 0.0% Q2 2026 Jul 15, 2026
Meridian Wealth Management, LLC History No change 22,329 1,962 0.06% 0.06% 345 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 22,129 1,945 0.08% 0.08% 346 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 21,994 1,933 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 21,922 1,927 0.16% 0.16% 348 0 0.0% Q2 2026 Aug 10, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 21,647 1,903 0.18% 0.18% 349 0 0.0% Q2 2026 Jul 28, 2026
Simplicity Wealth,LLC History No change 21,639 1,902 0.06% 0.06% 350 0 0.0% Q2 2026 Aug 06, 2026
Advisory Alpha, LLC History No change 21,398 1,881 0.05% 0.05% 351 0 0.0% Q2 2026 Aug 11, 2026
WESTBOURNE INVESTMENTS, INC. History No change 21,125 1,857 0.76% 0.76% 352 0 0.0% Q2 2026 Aug 11, 2026
Wellspring Financial Advisors, LLC History No change 21,108 1,855 0.12% 0.12% 353 0 0.0% Q2 2026 Jul 20, 2026
Capital Group Private Client Services, Inc. History No change 20,898 1,837 0.03% 0.03% 354 0 0.0% Q2 2026 Aug 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 20,886 1,836 0.09% 0.09% 355 0 0.0% Q2 2026 Jul 20, 2026
Onyx Bridge Wealth Group LLC History No change 20,882 1,835 0.17% 0.17% 356 0 0.0% Q2 2026 Jul 23, 2026
Lloyd Advisory Services, LLC. History No change 20,633 1,813 0.7% 0.7% 357 0 0.0% Q2 2026 Aug 07, 2026
SCS Capital Management LLC History No change 20,608 1,811 0.02% 0.02% 358 0 0.0% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History No change 20,542 1,805 0.02% 0.02% 359 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Solutions, Inc. /IL History No change 20,532 1,805 0.41% 0.41% 360 0 0.0% Q2 2026 Jul 08, 2026
ALLIANCEBERNSTEIN L.P. History No change 4,910 1,804 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 14, 2026
Fee-Only Financial Planning, L.C. History No change 20,500 1,802 0.97% 0.97% 362 0 0.0% Q2 2026 Jul 29, 2026
Mosaic Advisors LLC History No change 20,366 1,790 2.4% 2.4% 363 0 0.0% Q2 2026 Aug 07, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 20,373 1,790 0.85% 0.85% 364 0 0.0% Q2 2026 Jul 24, 2026
Flatrock Wealth Partners LLC History No change 20,175 1,773 0.7% 0.7% 365 0 0.0% Q2 2026 Aug 14, 2026
WealthTrust Asset Management, LLC History No change 20,136 1,770 0.96% 0.96% 366 0 0.0% Q2 2026 Jul 27, 2026
NWAM LLC History No change 20,081 1,765 0.09% 0.09% 367 0 0.0% Q2 2026 Jul 23, 2026
TME FINANCIAL, INC. History No change 19,834 1,743 1.08% 1.08% 368 0 0.0% Q2 2026 Jul 23, 2026
Procyon Advisors, LLC History No change 19,763 1,737 0.07% 0.07% 369 0 0.0% Q2 2026 Jul 09, 2026
Oxbow Advisors, LLC History No change 19,600 1,723 0.14% 0.14% 370 0 0.0% Q2 2026 Aug 07, 2026
Robertson Stephens Wealth Management, LLC History No change 19,521 1,716 0.04% 0.04% 371 0 0.0% Q2 2026 Jul 29, 2026
Balanced Rock Investment Advisors LLC History No change 19,462 1,710 1.07% 1.07% 372 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 19,365 1,702 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 14, 2026
Dana Investment Advisors, Inc. History No change 19,202 1,688 0.04% 0.04% 374 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 19,154 1,683 0.02% 0.02% 375 0 0.0% Q2 2026 Aug 06, 2026
American Trust History No change 19,143 1,682 0.13% 0.13% 376 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 19,060 1,675 0.03% 0.03% 377 0 0.0% Q2 2026 Aug 05, 2026
Midwest Trust Co History No change 19,000 1,670 0.02% 0.02% 378 0 0.0% Q2 2026 Aug 04, 2026
Investment Planning Advisors, Inc. History No change 18,882 1,659 0.38% 0.38% 379 0 0.0% Q2 2026 Jul 23, 2026
Sovran Advisors, LLC History No change 19,621 1,657 0.12% 0.12% 380 0 0.0% Q2 2026 Jul 29, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 18,832 1,655 0.94% 0.94% 381 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 18,794 1,652 0.03% 0.03% 382 0 0.0% Q2 2026 Aug 06, 2026
Pathstone Holdings, LLC History No change 18,747 1,648 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 18,528 1,628 0.28% 0.28% 384 0 0.0% Q2 2026 Aug 10, 2026
NICOLET BANKSHARES INC History No change 18,433 1,627 0.05% 0.05% 385 0 0.0% Q2 2026 Aug 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 18,505 1,626 0.08% 0.08% 386 0 0.0% Q2 2026 Aug 11, 2026
SFM, LLC History No change 18,445 1,621 0.83% 0.83% 387 0 0.0% Q2 2026 Jul 07, 2026
Belpointe Asset Management LLC History No change 18,283 1,607 0.05% 0.05% 388 0 0.0% Q2 2026 Jul 31, 2026
Parallel Advisors, LLC History No change 18,270 1,606 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 05, 2026
LifePlan Financial, LLC History No change 18,271 1,606 1.12% 1.12% 390 0 0.0% Q2 2026 Jul 21, 2026
Tempo Wealth, LLC History No change 18,207 1,600 0.24% 0.24% 391 0 0.0% Q2 2026 Jul 27, 2026
Choate Investment Advisors History No change 17,988 1,581 0.03% 0.03% 392 0 0.0% Q2 2026 Aug 11, 2026
Avestar Capital, LLC History No change 17,953 1,578 0.09% 0.09% 393 0 0.0% Q2 2026 Jul 29, 2026
LANDAAS & CO /WI /ADV History No change 17,386 1,528 0.28% 0.28% 394 0 0.0% Q2 2026 Jul 21, 2026
Fort Sheridan Advisors LLC History No change 17,271 1,518 0.16% 0.16% 395 0 0.0% Q2 2026 Aug 05, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 17,225 1,514 0.1% 0.1% 396 0 0.0% Q2 2026 Aug 05, 2026
Jacobi Capital Management LLC History No change 17,150 1,507 0.07% 0.07% 397 0 0.0% Q2 2026 Jul 31, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 17,142 1,506 0.2% 0.2% 398 0 0.0% Q2 2026 Jul 24, 2026
Hershey Financial Advisers, LLC History No change 17,132 1,506 1.08% 1.08% 399 0 0.0% Q2 2026 Aug 11, 2026
VSM Wealth Advisory, LLC History No change 16,919 1,487 0.39% 0.39% 400 0 0.0% Q2 2026 Jul 22, 2026
FIRST HORIZON CORP History No change 16,910 1,486 0.06% 0.06% 401 0 0.0% Q2 2026 Jul 20, 2026
LifeSteps Financial, Inc. History No change 16,739 1,471 0.69% 0.69% 402 0 0.0% Q2 2026 Jul 17, 2026
Crown Wealth Group, LLC History No change 16,734 1,471 0.37% 0.37% 403 0 0.0% Q2 2026 Jul 21, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 16,704 1,468 0.4% 0.4% 404 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Personalized Indexing Management, LLC History No change 16,651 1,463 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 16,607 1,459 0.03% 0.03% 406 0 0.0% Q2 2026 Aug 14, 2026
Adirondack Capital Advisors, LLC History No change 16,355 1,437 0.77% 0.77% 407 0 0.0% Q2 2026 Jul 10, 2026
Insight Advisors, LLC/ PA History No change 16,295 1,432 0.25% 0.25% 408 0 0.0% Q2 2026 Aug 05, 2026
Kassira Wealth Management LLC History No change 16,250 1,428 1.15% 1.15% 409 0 0.0% Q2 2026 Aug 07, 2026
Diversify Advisory Services, LLC History No change 16,884 1,427 0.02% 0.02% 410 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 16,884 1,427 0.02% 0.02% 411 0 0.0% Q2 2026 Jul 29, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 3,881 1,426 0.18% 0.18% 412 0 0.0% Q2 2026 Aug 05, 2026
Worth Asset Management, LLC History No change 16,068 1,412 0.45% 0.45% 413 0 0.0% Q2 2026 Jul 08, 2026
Integrated Advisors Network LLC History No change 15,977 1,404 0.06% 0.06% 414 0 0.0% Q2 2026 Aug 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 15,850 1,393 0.09% 0.09% 415 0 0.0% Q2 2026 Aug 13, 2026
Graney & King, LLC History No change 15,714 1,381 0.5% 0.5% 416 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 15,687 1,379 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 07, 2026
Capital Squared Financial LLC History No change 15,664 1,377 0.9% 0.9% 418 0 0.0% Q2 2026 Jul 21, 2026
Legacy Wealth Managment, LLC/ID History No change 15,658 1,376 0.57% 0.57% 419 0 0.0% Q2 2026 Aug 13, 2026
Nicholas Hoffman & Company, LLC. History No change 15,540 1,366 0.03% 0.03% 420 0 0.0% Q2 2026 Aug 04, 2026
Clearwater Capital Advisors, LLC History No change 15,525 1,364 0.1% 0.1% 421 0 0.0% Q2 2026 Aug 06, 2026
First International Bank of Israel Ltd. History No change 15,330 1,347 0.37% 0.37% 422 0 0.0% Q2 2026 Aug 12, 2026
Echo Wealth Management, LLC History No change 15,231 1,338 0.68% 0.68% 423 0 0.0% Q2 2026 Jul 24, 2026
BRIGHTON JONES LLC History No change 15,217 1,337 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 14,944 1,313 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 14, 2026
Detalus Advisors, LLC History No change 14,888 1,308 0.25% 0.25% 426 0 0.0% Q2 2026 Jul 27, 2026
Jump Financial, LLC History No change 14,873 1,307 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 14,848 1,305 0.07% 0.07% 428 0 0.0% Q2 2026 Aug 04, 2026
City State Bank History No change 14,700 1,292 0.3% 0.3% 429 0 0.0% Q2 2026 Jul 14, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 14,680 1,290 0.34% 0.34% 430 0 0.0% Q2 2026 Jul 13, 2026
PENNINGTON PARTNERS & CO., LLC History No change 14,515 1,276 0.41% 0.41% 431 0 0.0% Q2 2026 Aug 14, 2026
Well Done, LLC History No change 14,490 1,273 0.17% 0.17% 432 0 0.0% Q2 2026 Jul 24, 2026
Turtle Creek Wealth Advisors, LLC History No change 14,470 1,272 0.07% 0.07% 433 0 0.0% Q2 2026 Jul 27, 2026
Cyndeo Wealth Partners, LLC History No change 14,441 1,269 0.06% 0.06% 434 0 0.0% Q2 2026 Jul 21, 2026
Prosperity Consulting Group, LLC History No change 14,375 1,263 0.05% 0.05% 435 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 14,122 1,241 0.03% 0.03% 436 0 0.0% Q2 2026 Aug 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 14,080 1,237 0.02% 0.02% 437 0 0.0% Q2 2026 Aug 03, 2026
Marin Bay Wealth Advisors, LLC History No change 14,064 1,236 0.66% 0.66% 438 0 0.0% Q2 2026 Aug 10, 2026
RETIREMENT GUYS FORMULA LLC History No change 13,938 1,225 0.46% 0.46% 439 0 0.0% Q2 2026 Jul 30, 2026
Essex Financial Services, Inc. History No change 13,925 1,224 0.06% 0.06% 440 0 0.0% Q2 2026 Aug 10, 2026
J. M. Brown & Associates Inc. History No change 13,933 1,224 0.7% 0.7% 441 0 0.0% Q2 2026 Jul 23, 2026
RFG Advisory, LLC History No change 13,912 1,222 0.02% 0.02% 442 0 0.0% Q2 2026 Jul 15, 2026
Estate Counselors, LLC History No change 13,870 1,219 0.1% 0.1% 443 0 0.0% Q2 2026 Aug 07, 2026
Snowden Capital Advisors LLC History No change 13,771 1,210 0.03% 0.03% 444 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 13,660 1,200 0.01% 0.01% 445 0 0.0% Q2 2026 Jul 22, 2026
FIRST TRUST ADVISORS LP History No change 13,543 1,190 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 13,505 1,187 0.01% 0.01% 447 0 0.0% Q2 2026 Aug 12, 2026
Heartwood Wealth Advisors LLC History Added to 12,760 1,182 0.09% 0.08% 448 +370 2.99% Q3 2026 Oct 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 13,335 1,172 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 12, 2026
LongView Wealth Management History No change 13,270 1,166 0.3% 0.3% 450 0 0.0% Q2 2026 Jul 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 12,891 1,133 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 12,776 1,123 0.03% 0.03% 452 0 0.0% Q2 2026 Aug 11, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 12,708 1,117 0.88% 0.88% 453 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 12,698 1,116 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 12,670 1,113 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 12, 2026
Ridgepath Capital Management LLC History No change 12,480 1,097 0.48% 0.48% 456 0 0.0% Q2 2026 Aug 20, 2026
CERTUITY, LLC History No change 12,430 1,092 0.05% 0.05% 457 0 0.0% Q2 2026 Jul 28, 2026
Diversified Trust Co History No change 12,410 1,090 0.02% 0.02% 458 0 0.0% Q2 2026 Jul 17, 2026
Americana Partners, LLC History No change 12,335 1,084 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 05, 2026
Wescott Financial Advisory Group, LLC History No change 12,341 1,084 0.08% 0.08% 460 0 0.0% Q2 2026 Aug 04, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 12,255 1,077 0.75% 0.75% 461 0 0.0% Q2 2026 Jul 23, 2026
Weaver Consulting Group History No change 12,209 1,073 0.22% 0.22% 462 0 0.0% Q2 2026 Jul 29, 2026
ASPIRIANT, LLC History No change 12,200 1,072 0.03% 0.03% 463 0 0.0% Q2 2026 Jul 20, 2026
CALTON & ASSOCIATES, INC. History No change 12,187 1,071 0.16% 0.16% 464 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisory Services, LLC History No change 12,119 1,065 0.07% 0.07% 465 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 12,124 1,065 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 06, 2026
Pinion Investment Advisors, LLC History No change 12,097 1,063 0.2% 0.2% 467 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Group, LLC History No change 12,090 1,062 0.41% 0.41% 468 0 0.0% Q2 2026 Jul 08, 2026
Legacy Financial Advisors, Inc. History No change 12,091 1,062 0.13% 0.13% 469 0 0.0% Q2 2026 Aug 05, 2026
Ethos Capital Management, Inc. History No change 11,793 1,036 0.74% 0.74% 470 0 0.0% Q2 2026 Jul 16, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 11,627 1,022 0.02% 0.02% 471 0 0.0% Q2 2026 Jul 17, 2026
HUNTINGTON NATIONAL BANK History No change 11,620 1,021 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 13, 2026
Squire Investment Management Company, LLC History No change 11,625 1,021 0.25% 0.25% 473 0 0.0% Q2 2026 Jul 28, 2026
CENTRAL TRUST Co History No change 11,545 1,014 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 31, 2026
Prestige Wealth Management Group LLC History No change 11,500 1,010 0.18% 0.18% 475 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 11,227 986 0.02% 0.02% 476 0 0.0% Q2 2026 Jul 17, 2026
Key Capital Management, INC History No change 11,209 985 0.51% 0.51% 477 0 0.0% Q2 2026 Jul 27, 2026
HARTLINE INVESTMENT CORP/ History No change 11,125 977 0.09% 0.09% 478 0 0.0% Q2 2026 Jul 28, 2026
Rolek Wealth Management LLC History No change 11,095 975 0.55% 0.55% 479 0 0.0% Q2 2026 Jul 14, 2026
Centennial Advisors, LLC History No change 11,066 972 1.16% 1.16% 480 0 0.0% Q2 2026 Jul 27, 2026
Qube Research & Technologies Ltd History No change 11,009 967 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 14, 2026
Wagner Wealth Management, LLC History No change 10,982 965 0.18% 0.18% 482 0 0.0% Q2 2026 Jul 24, 2026
Resurgent Financial Advisors LLC History No change 10,973 964 0.27% 0.27% 483 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 10,951 962 0.03% 0.03% 484 0 0.0% Q2 2026 Jul 09, 2026
Aptus Capital Advisors, LLC History No change 10,815 950 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 10,789 948 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 10,670 938 0.04% 0.04% 487 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Counsel, LLC History No change 10,565 928 0.11% 0.11% 488 0 0.0% Q2 2026 Jul 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 10,405 914 0.04% 0.04% 489 0 0.0% Q2 2026 Jul 24, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 10,146 891 0.01% 0.01% 490 0 0.0% Q2 2026 Sep 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 10,089 886 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 07, 2026
Csenge Advisory Group History No change 10,012 880 0.04% 0.04% 492 0 0.0% Q2 2026 Aug 10, 2026
PFG Investments, LLC History No change 10,003 879 0.03% 0.03% 493 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 10,033 871 0.12% 0.12% 494 0 0.0% Q2 2026 Aug 06, 2026
Accel Wealth Management History No change 9,890 869 0.2% 0.2% 495 0 0.0% Q2 2026 Jul 10, 2026
Bestgate Wealth Advisors, LLC History No change 9,855 866 1.38% 1.38% 496 0 0.0% Q2 2026 Jul 29, 2026
Quent Capital, LLC History No change 9,787 860 0.05% 0.05% 497 0 0.0% Q2 2026 Aug 07, 2026
DiPaolo Financial Group, Inc. History No change 9,760 857 0.56% 0.56% 498 0 0.0% Q2 2026 Jul 09, 2026
McAdam, LLC History No change 9,748 856 0.03% 0.03% 499 0 0.0% Q2 2026 Aug 04, 2026
PRIVATE TRUST CO NA History No change 9,709 853 0.07% 0.07% 500 0 0.0% Q2 2026 Jul 28, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 9,699 852 0.09% 0.09% 501 0 0.0% Q2 2026 Jul 09, 2026
Summit Investment Advisory Services, LLC History No change 9,551 839 0.21% 0.21% 502 0 0.0% Q2 2026 Jul 24, 2026
FF Advisors,LLC History No change 9,530 837 0.31% 0.31% 503 0 0.0% Q2 2026 Jul 29, 2026
Avalon Trust Co History No change 9,500 835 0.05% 0.05% 504 0 0.0% Q2 2026 Aug 06, 2026
Beaumont Financial Advisors, LLC History No change 9,499 835 0.05% 0.05% 505 0 0.0% Q2 2026 Aug 04, 2026
FAS Wealth Partners, Inc. History No change 9,475 832 0.04% 0.04% 506 0 0.0% Q2 2026 Jul 29, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 9,475 832 0.08% 0.08% 507 0 0.0% Q2 2026 Jul 29, 2026
HBW ADVISORY SERVICES LLC History No change 9,455 831 0.08% 0.08% 508 0 0.0% Q2 2026 Jul 16, 2026
Serenus Wealth Advisors, LLC History No change 9,365 823 0.14% 0.14% 509 0 0.0% Q2 2026 Aug 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 9,350 821 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 14, 2026
DHJJ Financial Advisors, Ltd. History No change 9,323 819 0.24% 0.24% 511 0 0.0% Q2 2026 Jul 24, 2026
Optivise Advisory Services LLC History No change 9,260 814 0.41% 0.41% 512 0 0.0% Q2 2026 Jul 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 9,063 796 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 9,050 795 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History No change 9,040 794 0.13% 0.13% 515 0 0.0% Q2 2026 Jul 07, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 9,023 793 0.11% 0.11% 516 0 0.0% Q2 2026 Jul 20, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 8,986 789 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 23, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 8,504 787 0.18% 0.2% 519 -736 -7.97% Q3 2026 Oct 06, 2026
Jefferies Financial Group Inc. History No change 8,957 787 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 17, 2026
Wealth Management Nebraska History No change 8,935 785 0.07% 0.07% 520 0 0.0% Q2 2026 Jul 27, 2026
Westmount Partners, LLC History No change 8,906 782 0.17% 0.17% 521 0 0.0% Q2 2026 Jul 07, 2026
CVA Family Office, LLC History No change 8,890 781 0.07% 0.07% 522 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 8,880 780 0.19% 0.19% 523 0 0.0% Q2 2026 Aug 14, 2026
Asempa Wealth Advisors History No change 8,799 773 0.58% 0.58% 524 0 0.0% Q2 2026 Jul 13, 2026
ATWOOD & PALMER INC History No change 8,776 771 0.04% 0.04% 525 0 0.0% Q2 2026 Jul 08, 2026
Buttonwood Financial Advisors Inc. History No change 8,736 767 0.23% 0.23% 526 0 0.0% Q2 2026 Jul 13, 2026
Zinnia Wealth Advisory, LLC History No change 8,735 767 0.78% 0.78% 527 0 0.0% Q2 2026 Jul 30, 2026
Latitude Advisors, LLC History No change 8,705 765 0.31% 0.31% 528 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Wealth Group, LLC History No change 8,693 764 0.05% 0.05% 529 0 0.0% Q2 2026 Jul 27, 2026
Independent Solutions Wealth Management, LLC History No change 8,670 762 0.1% 0.1% 530 0 0.0% Q2 2026 Jul 29, 2026
Guardian Capital, LLC History No change 8,673 762 0.62% 0.62% 531 0 0.0% Q2 2026 Aug 07, 2026
AA Financial Advisors, LLC History No change 8,659 761 0.09% 0.09% 532 0 0.0% Q2 2026 Jul 17, 2026
United Advisor Group, LLC History No change 8,652 760 0.08% 0.08% 533 0 0.0% Q2 2026 Jul 29, 2026
Legacy Advisory Services, LLC History No change 8,647 760 0.53% 0.53% 534 0 0.0% Q2 2026 Jul 21, 2026
Nuveen, LLC History No change 8,628 758 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 11, 2026
Rodgers & Associates, LTD History No change 8,622 757 0.07% 0.07% 536 0 0.0% Q2 2026 Jul 21, 2026
Stonebridge Financial Planning Group, LLC History No change 8,592 755 0.24% 0.24% 537 0 0.0% Q2 2026 Jul 31, 2026
LS Investment Advisors, LLC History No change 8,550 751 0.1% 0.1% 538 0 0.0% Q2 2026 Jul 21, 2026
Sequoia Financial Advisors, LLC History No change 8,525 749 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 17, 2026
SBI Securities Co., Ltd. History No change 8,511 748 0.02% 0.02% 540 0 0.0% Q2 2026 Jul 22, 2026
BAILARD, INC. History No change 8,500 747 0.02% 0.02% 541 0 0.0% Q2 2026 Jul 30, 2026
OneDigital Investment Advisors LLC History No change 8,505 747 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 06, 2026
Lakeshore Financial Planning, Inc. History No change 8,388 737 0.24% 0.24% 543 0 0.0% Q2 2026 Jul 13, 2026
Measured Wealth Private Client Group, LLC History No change 8,249 725 0.18% 0.18% 544 0 0.0% Q2 2026 Aug 10, 2026
National Wealth Management Group, LLC History No change 8,250 725 0.22% 0.22% 545 0 0.0% Q2 2026 Jul 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 8,245 724 0.01% 0.01% 546 0 0.0% Q2 2026 Aug 10, 2026
Capstone Wealth Management Group, Inc. History No change 8,206 721 0.43% 0.43% 547 0 0.0% Q2 2026 Jul 27, 2026
Aurora Private Wealth, Inc. History No change 8,134 715 0.45% 0.45% 548 0 0.0% Q2 2026 Jul 21, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 8,030 705 0.32% 0.32% 549 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 7,970 700 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 10, 2026
JGP Wealth Management, LLC History No change 7,967 700 0.06% 0.06% 551 0 0.0% Q2 2026 Jul 07, 2026
Pacific Point Advisors, LLC History No change 7,880 692 0.32% 0.32% 552 0 0.0% Q2 2026 Jul 24, 2026
MFA WEALTH ADVISORS, LLC History No change 7,862 691 0.12% 0.12% 553 0 0.0% Q2 2026 Jul 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 7,850 690 0.22% 0.22% 554 0 0.0% Q2 2026 Jul 17, 2026
SMITH, MOORE & CO. History No change 7,795 685 0.04% 0.04% 555 0 0.0% Q2 2026 Aug 12, 2026
Sage Investment Advisers LLC History No change 7,775 683 0.46% 0.46% 556 0 0.0% Q2 2026 Jul 09, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 7,772 683 0.05% 0.05% 557 0 0.0% Q2 2026 Jul 16, 2026
Marex Group Ltd History No change 7,762 682 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 14, 2026
Canvas Wealth Advisors, LLC History No change 7,725 679 0.09% 0.09% 559 0 0.0% Q2 2026 Jul 10, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 7,653 672 0.03% 0.03% 560 0 0.0% Q2 2026 Aug 05, 2026
Gotham Asset Management, LLC History No change 7,640 671 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 14, 2026
RASP WEALTH SOLUTIONS, LLC History No change 7,618 669 0.22% 0.22% 562 0 0.0% Q2 2026 Aug 11, 2026
Woodward Financial Advisors, Inc. History No change 7,600 668 0.22% 0.22% 563 0 0.0% Q2 2026 Aug 14, 2026
David Kennon Inc History No change 7,507 659 0.22% 0.22% 564 0 0.0% Q2 2026 Jul 22, 2026
COZAD ASSET MANAGEMENT INC History No change 7,490 658 0.04% 0.04% 565 0 0.0% Q2 2026 Aug 14, 2026
Carroll Investors, Inc History No change 7,435 653 0.28% 0.28% 566 0 0.0% Q2 2026 Aug 03, 2026
Financial Freedom, LLC History No change 7,393 649 0.3% 0.3% 567 0 0.0% Q2 2026 Aug 05, 2026
Embree Financial Group History No change 7,335 644 0.06% 0.06% 568 0 0.0% Q2 2026 Jul 15, 2026
Heritage Investment Group, Inc. History No change 7,313 642 0.09% 0.09% 569 0 0.0% Q2 2026 Jul 29, 2026
Regal Investment Advisors LLC History No change 7,292 641 0.03% 0.03% 570 0 0.0% Q2 2026 Aug 14, 2026
ICONIQ Capital, LLC History No change 7,295 641 0.02% 0.02% 571 0 0.0% Q2 2026 Aug 13, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 7,265 638 0.08% 0.08% 572 0 0.0% Q2 2026 Aug 11, 2026
COMMERCE BANK History No change 7,250 637 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 12, 2026
Platform Technology Partners History No change 7,225 635 0.1% 0.1% 574 0 0.0% Q2 2026 Jul 24, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,723 633 0.11% 0.11% 575 0 0.0% Q2 2026 Aug 03, 2026
CVFG LLC History No change 7,210 633 0.07% 0.07% 576 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 7,195 632 0.12% 0.12% 577 0 0.0% Q2 2026 Aug 04, 2026
WBH ADVISORY INC History No change 7,134 627 0.04% 0.04% 578 0 0.0% Q2 2026 Aug 05, 2026
Quotient Wealth Partners, LLC History No change 7,131 626 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 03, 2026
RDA Financial Network History No change 7,088 623 0.14% 0.14% 580 0 0.0% Q2 2026 Jul 06, 2026
TWO SIGMA SECURITIES, LLC History No change 7,083 622 0.05% 0.05% 581 0 0.0% Q2 2026 Aug 14, 2026
NorthCrest Asset Manangement, LLC History No change 7,005 620 0.02% 0.02% 582 0 0.0% Q2 2026 Jul 15, 2026
Beacon Financial Advisory LLC History No change 7,047 619 0.12% 0.12% 583 0 0.0% Q2 2026 Aug 05, 2026
Simmons Bank History No change 7,000 615 0.04% 0.04% 584 0 0.0% Q2 2026 Jul 31, 2026
New England Private Wealth Advisors LLC History No change 7,205 611 0.06% 0.06% 585 0 0.0% Q2 2026 Aug 04, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 6,904 606 0.03% 0.03% 586 0 0.0% Q2 2026 Jul 27, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 6,900 606 0.14% 0.14% 587 0 0.0% Q2 2026 Jul 27, 2026
OPPENHEIMER & CO INC History No change 6,857 602 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 03, 2026
Morton Capital Management LLC/CA History No change 6,805 598 0.08% 0.08% 589 0 0.0% Q2 2026 Jul 23, 2026
Fortis Capital Advisors, LLC History No change 6,795 597 0.07% 0.07% 590 0 0.0% Q2 2026 Jul 31, 2026
Sterling Investment Counsel, LLC History No change 6,782 596 0.14% 0.14% 591 0 0.0% Q2 2026 Jul 20, 2026
ENTRUST FINANCIAL LLC History No change 6,791 596 0.39% 0.39% 592 0 0.0% Q2 2026 Jul 20, 2026
Roundview Capital LLC History No change 6,757 593 0.03% 0.03% 593 0 0.0% Q2 2026 Jul 30, 2026
Bell Bank History No change 6,738 592 0.02% 0.02% 594 0 0.0% Q2 2026 Jul 15, 2026
BCO Wealth Management LLC History No change 6,735 592 0.32% 0.32% 595 0 0.0% Q2 2026 Jul 14, 2026
Fairscale Capital, LLC History No change 6,695 588 0.35% 0.35% 596 0 0.0% Q2 2026 Aug 07, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 6,650 584 0.11% 0.11% 597 0 0.0% Q2 2026 Aug 04, 2026
Perennial Investment Advisors, LLC History No change 6,581 578 0.04% 0.04% 598 0 0.0% Q2 2026 Aug 14, 2026
Provenance Wealth Advisors, LLC History No change 6,574 577 0.05% 0.05% 599 0 0.0% Q2 2026 Jul 24, 2026
Kingdom Financial Group LLC. History No change 6,550 575 0.15% 0.15% 600 0 0.0% Q2 2026 Aug 07, 2026
Advisors Capital Management, LLC History No change 6,505 571 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 11, 2026
49 WEALTH MANAGEMENT, LLC History No change 6,498 571 0.11% 0.11% 602 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 6,498 571 0.11% 0.11% 603 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 6,485 570 0.11% 0.11% 604 0 0.0% Q2 2026 Jul 23, 2026
Compound Planning, Inc. History No change 6,481 569 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 04, 2026
Cloud Capital Management, LLC History No change 6,445 566 0.21% 0.21% 606 0 0.0% Q2 2026 Aug 13, 2026
Clear Creek Financial Management, LLC History No change 6,361 559 0.04% 0.04% 607 0 0.0% Q2 2026 Jul 27, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 6,368 559 0.13% 0.13% 608 0 0.0% Q2 2026 Jul 20, 2026
TCI Wealth Advisors, Inc. History No change 6,355 558 0.02% 0.02% 609 0 0.0% Q2 2026 Jul 29, 2026
Atomic Invest LLC History No change 6,458 558 0.05% 0.05% 610 0 0.0% Q2 2026 Sep 25, 2026
HOWE & RUSLING INC History No change 6,327 556 0.03% 0.03% 611 0 0.0% Q2 2026 Aug 10, 2026
NFC Investments, LLC History No change 6,300 554 0.14% 0.14% 612 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Management, LLC History No change 6,303 554 0.02% 0.02% 613 0 0.0% Q2 2026 Jul 22, 2026
Rothschild Wealth LLC History No change 6,306 554 0.04% 0.04% 614 0 0.0% Q2 2026 Aug 11, 2026
Baker Avenue Asset Management, LP History No change 6,295 553 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 28, 2026
JACKSON SQUARE CAPITAL, LLC History No change 6,260 550 0.08% 0.08% 616 0 0.0% Q2 2026 Jul 21, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 6,190 544 0.07% 0.07% 617 0 0.0% Q2 2026 Aug 14, 2026
SOA Wealth Advisors, LLC. History No change 6,187 543 0.09% 0.09% 618 0 0.0% Q2 2026 Jul 21, 2026
KEB ASSET MANAGEMENT, LLC History No change 6,175 542 0.09% 0.09% 619 0 0.0% Q2 2026 Jul 14, 2026
Marathon Mission, Inc. History No change 5,840 541 0.27% 0.26% 620 0 0.0% Q3 2026 Oct 01, 2026
CWC Advisors, LLC. History No change 6,153 540 0.24% 0.24% 621 0 0.0% Q2 2026 Jul 21, 2026
HAZLETT, BURT & WATSON, INC. History No change 6,108 536 0.14% 0.14% 622 0 0.0% Q2 2026 Jul 30, 2026
CIBC WORLD MARKET INC. History No change 6,084 534 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 6,053 532 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 07, 2026
WATERS PARKERSON & CO., LLC History No change 6,041 531 0.03% 0.03% 625 0 0.0% Q2 2026 Jul 30, 2026
Pitcairn Wealth Advisors LLC History No change 6,005 527 0.06% 0.06% 626 0 0.0% Q2 2026 Aug 10, 2026
Principle Wealth Partners LLC History No change 5,978 525 0.03% 0.03% 627 0 0.0% Q2 2026 Aug 07, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 5,935 521 0.08% 0.08% 628 0 0.0% Q2 2026 Aug 12, 2026
Live Oak Investment Partners History No change 5,932 521 0.28% 0.28% 629 0 0.0% Q2 2026 Aug 10, 2026
LWM ADVISORS INC History No change 5,927 521 0.39% 0.39% 630 0 0.0% Q2 2026 Jul 09, 2026
ProVise Management Group, LLC History No change 5,920 520 0.03% 0.03% 631 0 0.0% Q2 2026 Aug 03, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 5,870 516 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 14, 2026
Trevian Wealth Management LLC History No change 5,850 514 0.22% 0.22% 633 0 0.0% Q2 2026 Jul 24, 2026
White Lighthouse Investment Management Inc. History No change 5,840 513 0.06% 0.06% 634 0 0.0% Q2 2026 Aug 04, 2026
OARSMAN CAPITAL, INC. History No change 5,807 510 0.05% 0.05% 635 0 0.0% Q2 2026 Aug 07, 2026
Greenspring Advisors, LLC History No change 5,799 509 0.03% 0.03% 636 0 0.0% Q2 2026 Aug 11, 2026
Birch Hill Investment Advisors LLC History No change 5,755 505 0.02% 0.02% 637 0 0.0% Q2 2026 Jul 21, 2026
Hubbell Strickland Wealth Management, LLC History No change 5,740 504 0.18% 0.18% 638 0 0.0% Q2 2026 Jul 29, 2026
Waldron Private Wealth LLC History No change 5,685 499 0.02% 0.02% 639 0 0.0% Q2 2026 Jul 20, 2026
Envestnet Portfolio Solutions, Inc. History No change 5,665 498 0.0% 0.0% 640 0 0.0% Q2 2026 Sep 23, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 5,665 498 0.17% 0.17% 641 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 5,368 497 0.13% 0.16% 643 -1,662 -23.64% Q3 2026 Oct 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,656 497 0.02% 0.02% 642 0 0.0% Q2 2026 Jul 23, 2026
Cape Investment Advisory, Inc. History No change 5,660 497 0.13% 0.13% 644 0 0.0% Q2 2026 Jul 23, 2026
Prudent Man Investment Management, Inc. History No change 1,198 494 0.17% 0.17% 645 0 0.0% Q2 2026 Jul 28, 2026
SpringVest Wealth Management LLC History No change 5,625 494 0.31% 0.31% 646 0 0.0% Q2 2026 Jul 22, 2026
WELLINGTON-ALTUS USA INC. History No change 1,342 493 0.35% 0.35% 647 0 0.0% Q2 2026 Sep 17, 2026
XML Financial, LLC History No change 5,616 493 0.04% 0.04% 648 0 0.0% Q2 2026 Jul 24, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 5,600 492 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 14, 2026
Peak Retirement Planning, Inc. History No change 5,588 491 0.08% 0.08% 650 0 0.0% Q2 2026 Aug 10, 2026
Aprio Wealth Management, LLC History No change 5,525 485 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 24, 2026
CGN Advisors LLC History No change 5,514 484 0.04% 0.04% 652 0 0.0% Q2 2026 Jul 06, 2026
Apella Capital, LLC History No change 5,518 482 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 08, 2026
Orion Porfolio Solutions, LLC History No change 5,468 480 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History No change 5,465 480 0.02% 0.02% 655 0 0.0% Q2 2026 Jul 29, 2026
Fortis Group Advisors, LLC History No change 5,427 477 0.08% 0.08% 656 0 0.0% Q2 2026 Jul 24, 2026
NATIONAL BANK OF CANADA /FI/ History No change 5,415 475 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 10, 2026
Pure Financial Advisors, LLC History No change 5,392 474 0.01% 0.01% 658 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 5,397 474 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 11, 2026
Stonebridge Financial Group, LLC History No change 5,125 474 0.03% 0.03% 660 0 0.0% Q3 2026 Oct 01, 2026
Wealth Group Ltd History No change 5,400 474 0.09% 0.09% 661 0 0.0% Q2 2026 Jul 10, 2026
Strategic Blueprint, LLC History No change 5,348 470 0.02% 0.02% 662 0 0.0% Q2 2026 Jul 23, 2026
Root Financial Partners, LLC History No change 5,324 468 0.02% 0.02% 663 0 0.0% Q2 2026 Jul 29, 2026
Intellus Advisors LLC History No change 5,320 467 0.06% 0.06% 664 0 0.0% Q2 2026 Aug 12, 2026
Barnett & Company, Inc. History No change 5,298 465 0.34% 0.34% 665 0 0.0% Q2 2026 Aug 12, 2026
Shepherd Financial Partners LLC History No change 5,295 465 0.04% 0.04% 666 0 0.0% Q2 2026 Aug 10, 2026
Castle Rock Wealth Management, LLC History No change 5,279 464 0.09% 0.09% 667 0 0.0% Q2 2026 Jul 07, 2026
Comprehensive Financial Planning, Inc./PA History No change 5,268 463 0.25% 0.25% 668 0 0.0% Q2 2026 Aug 10, 2026
Icon Wealth Advisors, LLC History No change 5,227 459 0.03% 0.03% 669 0 0.0% Q2 2026 Aug 05, 2026
Certified Advisory Corp History No change 5,202 457 0.04% 0.04% 670 0 0.0% Q2 2026 Jul 16, 2026
SteelPeak Wealth, LLC History No change 5,202 457 0.01% 0.01% 671 0 0.0% Q2 2026 Jul 13, 2026
Dakota Wealth Management History No change 5,183 455 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 07, 2026
Glenview Trust Co History No change 5,180 455 0.01% 0.01% 673 0 0.0% Q2 2026 Aug 18, 2026
Baldwin Investment Management, LLC History No change 5,175 454 0.04% 0.04% 674 0 0.0% Q2 2026 Jul 28, 2026
NATURAL INVESTMENTS, LLC History No change 5,160 453 0.1% 0.1% 675 0 0.0% Q2 2026 Jul 31, 2026
TOEWS CORP /ADV History No change 5,121 450 0.07% 0.07% 676 0 0.0% Q2 2026 Aug 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 5,128 450 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 13, 2026
FRANKLIN RESOURCES INC History No change 5,115 449 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 13, 2026
DAHRING | CUSMANO LLC History No change 5,099 448 0.24% 0.24% 679 0 0.0% Q2 2026 Jul 28, 2026
Winthrop Advisory Group LLC History No change 5,087 447 0.03% 0.03% 680 0 0.0% Q2 2026 Jul 17, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 5,085 447 0.04% 0.04% 681 0 0.0% Q2 2026 Aug 14, 2026
Monument Group Wealth Advisors, LLC History No change 5,207 445 0.21% 0.21% 682 0 0.0% Q2 2026 Jul 27, 2026
PLANNING DIRECTIONS INC History No change 5,060 444 0.21% 0.21% 683 0 0.0% Q2 2026 Aug 10, 2026
Lauterbach Financial Advisors, LLC History No change 5,060 444 0.19% 0.19% 684 0 0.0% Q2 2026 Jul 27, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 5,000 439 0.01% 0.01% 685 0 0.0% Q2 2026 Aug 05, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 4,973 437 0.06% 0.06% 686 0 0.0% Q2 2026 Jul 21, 2026
UMB Bank, n.a. History No change 4,948 434 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 13, 2026
GSG Advisors LLC History No change 4,903 431 0.09% 0.09% 688 0 0.0% Q2 2026 Aug 13, 2026
Sequent Planning LLC History No change 4,902 430 0.09% 0.09% 689 0 0.0% Q2 2026 Aug 14, 2026
Aspen Wealth Management LLC History No change 4,890 429 0.07% 0.07% 690 0 0.0% Q2 2026 Jul 31, 2026
Ashton Thomas Private Wealth, LLC History No change 4,800 421 0.01% 0.01% 691 0 0.0% Q2 2026 Jul 29, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 4,785 420 0.06% 0.06% 692 0 0.0% Q2 2026 Jul 30, 2026
SIMON QUICK ADVISORS, LLC History No change 4,775 419 0.02% 0.02% 693 0 0.0% Q2 2026 Jul 28, 2026
FIRST FINANCIAL BANKSHARES INC History No change 4,765 418 0.01% 0.01% 694 0 0.0% Q2 2026 Aug 11, 2026
Leeward Financial Partners, LLC History No change 4,730 415 0.11% 0.11% 695 0 0.0% Q2 2026 Aug 06, 2026
Retireful, LLC History No change 4,695 414 0.39% 0.39% 696 0 0.0% Q2 2026 Jul 22, 2026
MWA Asset Management History No change 4,700 413 0.19% 0.19% 697 0 0.0% Q2 2026 Jul 31, 2026
Integrity Advisory Solutions, LLC History No change 4,646 408 0.04% 0.04% 698 0 0.0% Q2 2026 Jul 31, 2026
Wealthstar Advisors, LLC History No change 4,635 407 0.12% 0.12% 699 0 0.0% Q2 2026 Jul 30, 2026
OxenFree Capital LLC History No change 4,651 406 0.19% 0.19% 700 0 0.0% Q2 2026 Jul 08, 2026
SEI INVESTMENTS CO History No change 4,609 405 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 14, 2026
BCS Wealth Management History No change 4,600 404 0.07% 0.07% 702 0 0.0% Q2 2026 Jul 16, 2026
ST GERMAIN D J CO INC History No change 4,590 403 0.01% 0.01% 703 0 0.0% Q2 2026 Jul 21, 2026
Hughes Financial Services, LLC History No change 4,579 402 0.05% 0.05% 704 0 0.0% Q2 2026 Jul 20, 2026
Blom & Howell Financial Planning, Inc. History No change 4,564 401 0.33% 0.33% 705 0 0.0% Q2 2026 Aug 04, 2026
SIMPLEX TRADING, LLC History No change 4,469 392 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 12, 2026
Allied Investment Advisors, LLC History No change 4,436 389 0.05% 0.05% 707 0 0.0% Q2 2026 Jul 20, 2026
ARS Wealth Advisors Group, LLC History No change 4,428 389 0.03% 0.03% 708 0 0.0% Q2 2026 Jul 16, 2026
M&T BANK CORP History No change 4,395 386 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 04, 2026
FLP Wealth Management, LLC History No change 4,396 386 0.69% 0.69% 710 0 0.0% Q2 2026 Jul 28, 2026
Range Advisory, LLC History No change 4,379 384 0.05% 0.05% 711 0 0.0% Q2 2026 Sep 02, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 4,365 383 0.3% 0.3% 712 0 0.0% Q2 2026 Jul 24, 2026
S.A. Mason LLC History No change 4,340 381 0.12% 0.12% 713 0 0.0% Q2 2026 Jul 31, 2026
Clarion Wealth Managment Partners, LLC History No change 4,338 381 0.31% 0.31% 714 0 0.0% Q2 2026 Aug 12, 2026
Sage Mountain Advisors LLC History No change 4,330 380 0.02% 0.02% 715 0 0.0% Q2 2026 Aug 05, 2026
Fusion Capital, LLC History No change 4,316 379 0.09% 0.09% 716 0 0.0% Q2 2026 Aug 05, 2026
Palisade Asset Management, LLC History No change 4,300 378 0.03% 0.03% 717 0 0.0% Q2 2026 Jul 20, 2026
Anchor Investment Management, LLC History No change 4,300 378 0.03% 0.03% 718 0 0.0% Q2 2026 Sep 15, 2026
Vontobel Holding Ltd. History No change 4,285 376 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 03, 2026
GeoWealth Management, LLC History No change 4,285 376 0.01% 0.01% 720 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisory, LLC History No change 4,285 376 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 13, 2026
Mason & Associates, LLC History No change 4,275 375 0.08% 0.08% 722 0 0.0% Q2 2026 Jul 14, 2026
Dynamic Advisor Solutions LLC History No change 4,257 374 0.01% 0.01% 723 0 0.0% Q2 2026 Jul 07, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 4,228 371 0.06% 0.06% 724 0 0.0% Q2 2026 Aug 04, 2026
Spectrum Planning & Advisory Services Inc. History No change 4,217 370 0.17% 0.17% 725 0 0.0% Q2 2026 Jul 14, 2026
Advyzon Investment Management, LLC History No change 4,210 370 0.03% 0.03% 726 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 4,200 369 0.0% 0.0% 727 0 0.0% Q2 2026 Jul 22, 2026
TD Waterhouse Canada Inc. History No change 4,210 369 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 27, 2026
TFR Capital, LLC. History No change 4,197 368 0.1% 0.1% 729 0 0.0% Q2 2026 Aug 06, 2026
Symphony Financial, Ltd. Co. History No change 4,184 367 0.04% 0.04% 730 0 0.0% Q2 2026 Aug 03, 2026
AMG National Trust Bank History No change 4,150 364 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 06, 2026
JMG Financial Group, Ltd. History No change 4,130 363 0.01% 0.01% 732 0 0.0% Q2 2026 Jul 31, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 4,125 362 0.01% 0.01% 733 0 0.0% Q2 2026 Jul 08, 2026
Maia Wealth LLC History No change 4,096 360 0.05% 0.05% 734 0 0.0% Q2 2026 Jul 28, 2026
Welch Group, LLC History No change 4,075 358 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 4,076 358 0.07% 0.07% 736 0 0.0% Q2 2026 Aug 07, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 4,075 358 0.24% 0.24% 737 0 0.0% Q2 2026 Jul 22, 2026
Caprock Group, LLC History No change 4,052 356 0.01% 0.01% 738 0 0.0% Q2 2026 Jul 27, 2026
Venture Visionary Partners LLC History No change 4,030 354 0.01% 0.01% 739 0 0.0% Q2 2026 Jul 27, 2026
Bouchey Financial Group, Ltd. History No change 4,020 353 0.02% 0.02% 740 0 0.0% Q2 2026 Jul 27, 2026
Provident Wealth Management, LLC History No change 4,020 353 0.09% 0.09% 741 0 0.0% Q2 2026 Aug 04, 2026
SAX WEALTH ADVISORS, LLC History No change 962 353 0.01% 0.01% 742 0 0.0% Q2 2026 Jul 09, 2026
Rockwood Wealth Management, LLC History No change 4,016 353 0.02% 0.02% 743 0 0.0% Q2 2026 Jul 13, 2026
Financial Alternatives, Inc History No change 4,015 352 0.17% 0.17% 744 0 0.0% Q2 2026 Aug 10, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 4,000 351 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 15, 2026
Empower Advisory Group, LLC History No change 4,000 351 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 3,980 349 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 03, 2026
Farmers & Merchants Trust Co of Long Beach History No change 3,975 349 0.08% 0.08% 748 0 0.0% Q2 2026 Aug 05, 2026
Piedmont Capital Management, LLC History No change 3,960 348 0.18% 0.18% 749 0 0.0% Q2 2026 Aug 13, 2026
Tulsa Wealth Advisors, INC History No change 3,955 347 0.05% 0.05% 750 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Advisors, LLC History No change 3,925 345 0.02% 0.02% 751 0 0.0% Q2 2026 Aug 11, 2026
Global Trust Asset Management, LLC History No change 3,927 345 0.11% 0.11% 752 0 0.0% Q2 2026 Aug 03, 2026
Keystone Wealth Services, LLC History No change 3,933 345 0.06% 0.06% 753 0 0.0% Q2 2026 Aug 05, 2026
CHANNEL WEALTH LLC History No change 3,935 345 0.08% 0.08% 754 0 0.0% Q2 2026 Aug 04, 2026
Freestone Capital Holdings, LLC History No change 3,920 344 0.01% 0.01% 755 0 0.0% Q2 2026 Jul 31, 2026
Koshinski Asset Management, Inc. History No change 3,912 343 0.02% 0.02% 756 0 0.0% Q2 2026 Jul 27, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 3,695 342 0.0% — 759 +3,695 New Q3 2026 Oct 05, 2026
DAVIDSON TRUST CO History No change 3,900 342 0.13% 0.13% 757 0 0.0% Q2 2026 Jul 29, 2026
DAVIDSON INVESTMENT ADVISORS History No change 3,900 342 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 21, 2026
MidFirst Bank History No change 3,880 341 0.02% 0.02% 760 0 0.0% Q2 2026 Aug 07, 2026
Busey Bank History No change 3,853 338 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 13, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 3,853 338 0.09% 0.09% 762 0 0.0% Q2 2026 Aug 07, 2026
GUIDANCE CAPITAL, INC History No change 3,844 338 0.07% 0.07% 763 0 0.0% Q2 2026 Jul 20, 2026
ZACKS INVESTMENT MANAGEMENT History No change 3,838 337 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 3,840 337 0.0% 0.0% 765 0 0.0% Q2 2026 Jul 24, 2026
CPC Advisors, LLC History No change 3,830 336 0.05% 0.05% 766 0 0.0% Q2 2026 Jul 24, 2026
Sunburst Financial Group, LLC History No change 3,817 335 0.05% 0.05% 767 0 0.0% Q2 2026 Jul 08, 2026
Sollinda Capital Management LLC History No change 3,820 335 0.07% 0.07% 768 0 0.0% Q2 2026 Aug 05, 2026
Plus Group Wealth Advisors LLC History No change 3,813 335 0.32% 0.32% 769 0 0.0% Q2 2026 Jul 13, 2026
Ridgewood Investments LLC History No change 3,565 330 0.12% 0.12% 770 0 0.0% Q3 2026 Oct 05, 2026
180 WEALTH ADVISORS, LLC History No change 3,755 330 0.03% 0.03% 771 0 0.0% Q2 2026 Jul 07, 2026
Key FInancial Inc History No change 3,765 330 0.05% 0.05% 772 0 0.0% Q2 2026 Jul 24, 2026
OneAscent Financial Services LLC History No change 3,750 329 0.02% 0.02% 773 0 0.0% Q2 2026 Aug 11, 2026
MANCHESTER FINANCIAL INC History No change 3,725 327 0.06% 0.06% 774 0 0.0% Q2 2026 Jul 17, 2026
ENTREWEALTH, LLC History No change 3,637 327 0.12% 0.12% 775 0 0.0% Q2 2026 Aug 13, 2026
Mystic Asset Management, Inc. History No change 3,700 325 0.07% 0.07% 776 0 0.0% Q2 2026 Aug 11, 2026
HM PAYSON & CO History No change 3,680 323 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 17, 2026
SC&H Financial Advisors, Inc. History No change 3,680 323 0.04% 0.04% 778 0 0.0% Q2 2026 Aug 04, 2026
FreeGulliver LLC History No change 3,670 322 0.11% 0.11% 779 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,634 319 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 11, 2026
Brio Consultants, LLC History No change 3,633 319 0.04% 0.04% 781 0 0.0% Q2 2026 Aug 12, 2026
AMERIFLEX GROUP, INC. History No change 3,610 317 0.13% 0.13% 782 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 3,590 315 0.01% 0.01% 783 0 0.0% Q2 2026 Aug 05, 2026
Gradient Investments LLC History No change 3,556 312 0.0% 0.0% 784 0 0.0% Q2 2026 Jul 08, 2026
Trilogy Capital Inc. History No change 3,523 309 0.01% 0.01% 785 0 0.0% Q2 2026 Jul 02, 2026
GREENLEAF TRUST History No change 3,489 306 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 21, 2026
ACUTE INVESTMENT ADVISORY, LLC History No change 3,483 306 3.24% 3.24% 787 0 0.0% Q2 2026 Jul 27, 2026
Legacy Private Trust Co. History No change 3,275 303 0.02% 0.02% 788 0 0.0% Q3 2026 Oct 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 3,384 297 0.02% 0.02% 789 0 0.0% Q2 2026 Jul 20, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 3,345 294 0.07% 0.07% 790 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 3,323 292 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 13, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 3,314 291 0.03% 0.03% 792 0 0.0% Q2 2026 Jul 07, 2026
VESTOR CAPITAL, LLC History No change 3,510 290 0.02% 0.02% 793 0 0.0% Q2 2026 Jul 28, 2026
Kaydan Wealth Management, Inc. History No change 3,300 290 0.09% 0.09% 794 0 0.0% Q2 2026 Jul 24, 2026
First Pacific Financial History No change 3,292 289 0.03% 0.03% 795 0 0.0% Q2 2026 Jul 20, 2026
FIRST NATIONAL TRUST CO History No change 3,287 288 0.01% 0.01% 796 0 0.0% Q2 2026 Jul 30, 2026
Seven Springs Wealth Group, LLC History No change 3,285 288 0.06% 0.06% 797 0 0.0% Q2 2026 Aug 04, 2026
BARCLAYS PLC History No change 3,275 287 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 14, 2026
Saiph Capital, LLC History No change 3,275 287 0.09% 0.09% 799 0 0.0% Q2 2026 Jul 29, 2026
Bridgewater Advisors Inc. History No change 3,250 286 0.02% 0.02% 800 0 0.0% Q2 2026 Aug 05, 2026
Emissary Wealth LLC History No change 3,260 286 0.22% 0.22% 801 0 0.0% Q2 2026 Jul 28, 2026
Ballast, Inc. History No change 3,232 284 0.05% 0.05% 802 0 0.0% Q2 2026 Jul 10, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 3,241 284 0.07% 0.07% 803 0 0.0% Q2 2026 Aug 10, 2026
GERMAN AMERICAN BANCORP, INC. History No change 3,210 282 0.02% 0.02% 804 0 0.0% Q2 2026 Aug 06, 2026
Guardian Financial Partners, LLC History No change 3,204 281 0.11% 0.11% 805 0 0.0% Q2 2026 Jul 15, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 3,205 281 0.03% 0.03% 806 0 0.0% Q2 2026 Jul 31, 2026
Madison Wealth Partners, Inc History No change 3,185 279 0.04% 0.04% 807 0 0.0% Q2 2026 Aug 12, 2026
Steffes Financial, Ltd. History No change 3,175 279 0.12% 0.12% 808 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 3,139 275 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 29, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 3,119 274 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 13, 2026
Ponta Wealth Partners, LLC History No change 3,105 272 0.15% 0.15% 811 0 0.0% Q2 2026 Aug 12, 2026
KERR FINANCIAL PLANNING Corp History No change 3,072 269 0.3% 0.3% 812 0 0.0% Q2 2026 Jul 02, 2026
KCM INVESTMENT ADVISORS LLC History No change 3,045 267 0.01% 0.01% 813 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,045 267 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 23, 2026
Trivium Point Advisory, LLC History No change 3,030 266 0.02% 0.02% 815 0 0.0% Q2 2026 Aug 06, 2026
MONEYWISE, INC. History No change 3,021 265 0.1% 0.1% 816 0 0.0% Q2 2026 Jul 21, 2026
LFG Wealth Partners, LLC History No change 3,014 264 0.12% 0.12% 817 0 0.0% Q2 2026 Aug 04, 2026
Smithfield Trust Co History No change 2,960 262 0.01% 0.01% 818 0 0.0% Q2 2026 Aug 05, 2026
SHP Wealth Management History No change 2,991 262 0.02% 0.02% 819 0 0.0% Q2 2026 Aug 11, 2026
Orin Green Financial, LLC History No change 2,985 262 0.1% 0.1% 820 0 0.0% Q2 2026 Jul 13, 2026
Copia Wealth Management History No change 2,990 262 0.16% 0.16% 821 0 0.0% Q2 2026 Aug 17, 2026
Financial Advisors Network, Inc. History No change 2,950 259 0.03% 0.03% 822 0 0.0% Q2 2026 Aug 14, 2026
YARGER WEALTH STRATEGIES, LLC History No change 2,909 259 0.09% 0.09% 823 0 0.0% Q2 2026 Jul 14, 2026
Arkadios Wealth Advisors History No change 2,926 257 0.0% 0.0% 824 0 0.0% Q2 2026 Aug 10, 2026
SouthState Bank Corp History No change 2,885 253 0.01% 0.01% 825 0 0.0% Q2 2026 Aug 06, 2026
Fifth Third Wealth Advisors LLC History No change 2,886 253 0.01% 0.01% 826 0 0.0% Q2 2026 Jul 17, 2026
DOVER ADVISORS, LLC History No change 615 253 0.1% 0.1% 827 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Financial Group, Inc. History No change 2,867 252 0.08% 0.08% 828 0 0.0% Q2 2026 Jul 28, 2026
Markowski Investments History No change 2,873 252 0.06% 0.06% 829 0 0.0% Q2 2026 Aug 13, 2026
Prospect Financial Services LLC History No change 2,842 249 0.13% 0.13% 830 0 0.0% Q2 2026 Aug 06, 2026
Alchemi Wealth, LLC History No change 2,843 249 0.12% 0.12% 831 0 0.0% Q2 2026 Jul 29, 2026
Calamos Wealth Management LLC History No change 2,800 246 0.01% 0.01% 832 0 0.0% Q2 2026 Jul 31, 2026
Investors Research Corp History No change 2,792 245 0.04% 0.04% 833 0 0.0% Q2 2026 Jul 10, 2026
Swisher Financial Concepts, Inc. History No change 2,792 245 0.15% 0.15% 834 0 0.0% Q2 2026 Aug 06, 2026
ADVISORTRUST PARTNERS, LLC History No change 2,760 242 0.08% 0.08% 835 0 0.0% Q2 2026 Aug 10, 2026
MONETARY MANAGEMENT GROUP INC History No change 2,745 241 0.05% 0.05% 836 0 0.0% Q2 2026 Aug 12, 2026
Annex Advisory Services, LLC History No change 2,740 240 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 10, 2026
Invesco Ltd. History No change 2,702 237 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History No change 2,666 237 0.01% 0.01% 839 0 0.0% Q2 2026 Jul 13, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 2,705 237 0.25% 0.25% 840 0 0.0% Q2 2026 Jul 13, 2026
Nadler Financial Group, Inc. History No change 2,690 236 0.02% 0.02% 841 0 0.0% Q2 2026 Jul 29, 2026
Bluespring Wealth Management, LLC History No change 2,695 236 0.0% 0.0% 842 0 0.0% Q2 2026 Aug 11, 2026
Faithward Advisors, LLC History No change 2,674 235 0.03% 0.03% 843 0 0.0% Q2 2026 Aug 12, 2026
Confluence Wealth Services, Inc. History No change 2,683 235 0.01% 0.01% 844 0 0.0% Q2 2026 Jul 22, 2026
Madison Park Capital Advisors, LLC History No change 1,477 234 0.17% 0.17% 845 0 0.0% Q2 2026 Jul 07, 2026
Concord Wealth Partners History No change 2,660 233 0.03% 0.03% 846 0 0.0% Q2 2026 Jul 27, 2026
Valley Financial Group, Inc. History No change 2,640 232 0.11% 0.11% 847 0 0.0% Q2 2026 Aug 14, 2026
Great Point Wealth Advisors, LLC History No change 2,635 231 0.04% 0.04% 848 0 0.0% Q2 2026 Jul 23, 2026
Salomon & Ludwin, LLC History No change 2,625 230 0.02% 0.02% 849 0 0.0% Q2 2026 Aug 07, 2026
Truepoint, Inc. History No change 2,616 229 0.0% 0.0% 850 0 0.0% Q2 2026 Jul 31, 2026
Chicago Partners Investment Group LLC History No change 2,691 228 0.0% 0.0% 851 0 0.0% Q2 2026 Jul 29, 2026
Verdence Capital Advisors LLC History No change 2,601 228 0.01% 0.01% 852 0 0.0% Q2 2026 Jul 29, 2026
OMNI 360 Wealth, Inc. History No change 2,604 228 0.11% 0.11% 853 0 0.0% Q2 2026 Jul 13, 2026
Vigilare Wealth Management History No change 2,590 227 0.07% 0.07% 854 0 0.0% Q2 2026 Jul 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 2,578 226 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 12, 2026
Foguth Wealth Management, LLC. History No change 2,604 226 0.03% 0.03% 856 0 0.0% Q2 2026 Jul 21, 2026
Teamwork Financial Advisors, LLC History No change 2,562 225 0.02% 0.02% 857 0 0.0% Q2 2026 Jul 08, 2026
Evansbrook LLC History No change 2,530 222 0.13% 0.13% 858 0 0.0% Q2 2026 Aug 04, 2026
Maple Capital Management, Inc. History No change 2,515 221 0.01% 0.01% 859 0 0.0% Q2 2026 Aug 13, 2026
SageView Advisory Group, LLC History No change 2,520 221 0.01% 0.01% 860 0 0.0% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,475 217 0.01% 0.01% 861 0 0.0% Q2 2026 Aug 14, 2026
Strategic Equity Management History No change 2,465 216 0.07% 0.07% 862 0 0.0% Q2 2026 Aug 10, 2026
Crestwood Advisors Group, LLC History No change 2,456 215 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 03, 2026
IFS Group,LLC History No change 2,450 215 0.3% 0.3% 864 0 0.0% Q2 2026 Jul 23, 2026
WEDBUSH SECURITIES INC History No change 2,431 214 0.01% 0.01% 865 0 0.0% Q2 2026 Jul 28, 2026
Gerber Kawasaki Wealth & Investment Management History No change 2,437 214 0.01% 0.01% 866 0 0.0% Q2 2026 Aug 07, 2026
Compass Ion Advisors, LLC History No change 2,425 213 0.02% 0.02% 867 0 0.0% Q2 2026 Aug 12, 2026
KWMG, LLC History No change 2,425 213 0.02% 0.02% 868 0 0.0% Q2 2026 Jul 08, 2026
Jackson Wealth Management, LLC History No change 2,410 212 0.12% 0.12% 869 0 0.0% Q2 2026 Aug 20, 2026
GoalFusion Wealth Management, LLC History No change 2,290 212 0.08% 0.08% 870 0 0.0% Q3 2026 Oct 06, 2026
Crane Advisory, LLC History No change 2,400 211 0.03% 0.03% 871 0 0.0% Q2 2026 Jul 17, 2026
Kingsman Wealth Management, Inc. History No change 2,395 210 0.1% 0.1% 872 0 0.0% Q2 2026 Jul 22, 2026
Investment Advisory Services Group LLC History No change 2,392 210 0.15% 0.15% 873 0 0.0% Q2 2026 Jul 29, 2026
Buska Wealth Management, LLC History No change 2,382 209 0.08% 0.08% 874 0 0.0% Q2 2026 Jul 10, 2026
Premier Path Wealth Partners, LLC History No change 2,360 207 0.02% 0.02% 875 0 0.0% Q2 2026 Jul 21, 2026
Valeo Financial Advisors, LLC History No change 2,346 206 0.0% 0.0% 876 0 0.0% Q2 2026 Jul 08, 2026
Connecticut Wealth Management, LLC History No change 2,325 204 0.01% 0.01% 877 0 0.0% Q2 2026 Jul 29, 2026
Chesapeake Wealth Management History No change 2,325 204 0.06% 0.06% 878 0 0.0% Q2 2026 Aug 13, 2026
Stirlingshire Investments, Inc. History No change 2,329 204 0.15% 0.15% 879 0 0.0% Q2 2026 Jul 31, 2026
Spectrum Investment Advisors, Inc. History No change 2,315 203 0.08% 0.08% 880 0 0.0% Q2 2026 Jul 30, 2026
LWM Advisory Services, LLC History No change 2,302 202 0.36% 0.36% 881 0 0.0% Q2 2026 Aug 03, 2026
Narus Financial Partners, LLC History No change 2,302 202 0.05% 0.05% 882 0 0.0% Q2 2026 Jul 31, 2026
Vision Retirement, LLC History No change 2,225 195 0.05% 0.05% 883 0 0.0% Q2 2026 Jul 21, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,135 187 0.01% 0.01% 884 0 0.0% Q2 2026 Jul 22, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,125 186 0.01% 0.01% 885 0 0.0% Q2 2026 Jul 07, 2026
Orion Capital Management LLC History No change 2,089 183 0.06% 0.06% 886 0 0.0% Q2 2026 Aug 17, 2026
Cherry Tree Wealth Management, LLC History No change 2,055 180 0.03% 0.03% 887 0 0.0% Q2 2026 Sep 15, 2026
CULLEN/FROST BANKERS, INC. History No change 1,995 175 0.0% 0.0% 888 0 0.0% Q2 2026 Jul 27, 2026
GGM Financial LLC History No change 1,901 167 0.06% 0.06% 889 0 0.0% Q2 2026 Jul 23, 2026
Downshift Financial, LLC History No change 1,791 157 0.07% 0.07% 890 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 1,771 156 0.0% 0.0% 891 0 0.0% Q2 2026 Aug 05, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,735 152 0.05% 0.05% 892 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,708 150 0.02% 0.02% 893 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 1,685 148 0.02% 0.02% 894 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 1,655 145 0.0% 0.0% 895 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History No change 1,635 143 0.04% 0.04% 896 0 0.0% Q2 2026 Aug 03, 2026
Institute for Wealth Management, LLC. History No change 1,595 140 0.01% 0.01% 897 0 0.0% Q2 2026 Jul 28, 2026
Register Financial Advisors LLC History No change 1,570 138 0.04% 0.04% 898 0 0.0% Q2 2026 Jul 15, 2026
LANARK FINANCIAL, INC. History No change 1,450 127 0.01% 0.01% 899 0 0.0% Q2 2026 Jul 21, 2026
Atlantic Union Bankshares Corp History No change 1,456 127 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 1,452 127 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 12, 2026
Activest Wealth Management History No change 1,454 127 0.02% 0.02% 902 0 0.0% Q2 2026 Jul 16, 2026
TRUST CO OF VERMONT History No change 1,415 124 0.0% 0.0% 903 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 1,415 124 0.02% 0.02% 904 0 0.0% Q2 2026 Aug 11, 2026
PITTENGER & ANDERSON INC History No change 1,375 120 0.0% 0.0% 905 0 0.0% Q2 2026 Jul 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,375 120 0.0% 0.0% 906 0 0.0% Q2 2026 Jul 24, 2026
Align Financial, LLC History No change 1,350 118 0.06% 0.06% 907 0 0.0% Q2 2026 Jul 27, 2026
Signature Equity Partners, LLC History No change 1,346 118 0.05% 0.05% 908 0 0.0% Q2 2026 Jul 30, 2026
Winch Advisory Services, LLC History No change 1,314 115 0.02% 0.02% 909 0 0.0% Q2 2026 Aug 06, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,301 114 0.03% 0.03% 910 0 0.0% Q2 2026 Aug 27, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 1,250 109 0.08% 0.08% 911 0 0.0% Q2 2026 Aug 04, 2026
NATIXIS History No change 1,239 108 0.0% 0.0% 912 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 1,236 108 0.01% 0.01% 913 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Advisors LLC History No change 260 107 0.09% 0.09% 914 0 0.0% Q2 2026 Aug 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,135 99 0.0% 0.0% 915 0 0.0% Q2 2026 Aug 04, 2026
Signature Resources Capital Management, LLC History No change 1,105 97 0.04% 0.04% 916 0 0.0% Q2 2026 Jul 13, 2026
Bogart Wealth, LLC History No change 1,100 96 0.0% 0.0% 917 0 0.0% Q2 2026 Jul 24, 2026
Truvestments Capital LLC History No change 1,100 96 0.01% 0.01% 918 0 0.0% Q2 2026 Aug 12, 2026
ALLIANZ SE History No change 1,080 94 0.0% 0.0% 919 0 0.0% Q2 2026 Aug 10, 2026
Alpine Bank Wealth Management History No change 1,045 91 0.01% 0.01% 920 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 1,017 89 0.0% 0.0% 921 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 1,005 88 0.01% 0.01% 922 0 0.0% Q2 2026 Jul 20, 2026
Citizens National Bank Trust Department History No change 1,000 87 0.01% 0.01% 923 0 0.0% Q2 2026 Jul 22, 2026
Tanglewood Legacy Advisors, LLC History No change 1,000 87 0.03% 0.03% 924 0 0.0% Q2 2026 Aug 10, 2026
Arlington Trust Co LLC History No change 1,000 87 0.01% 0.01% 925 0 0.0% Q2 2026 Jul 07, 2026
AdvisorNet Financial, Inc History No change 985 86 0.0% 0.0% 926 0 0.0% Q2 2026 Jul 23, 2026
Parkside Financial Bank & Trust History No change 960 84 0.01% 0.01% 927 0 0.0% Q2 2026 Sep 04, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 925 81 0.03% 0.03% 928 0 0.0% Q2 2026 Jul 16, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 885 77 0.0% 0.0% 929 0 0.0% Q2 2026 Jul 21, 2026
Networth Advisors, LLC History No change 877 77 0.04% 0.04% 930 0 0.0% Q2 2026 Jul 22, 2026
FIRST COMMUNITY TRUST NA History No change 875 76 0.03% 0.03% 931 0 0.0% Q2 2026 Jul 10, 2026
North Star Investment Management Corp. History No change 858 75 0.0% 0.0% 932 0 0.0% Q2 2026 Jul 28, 2026
Cranbrook Wealth Management, LLC History No change 855 75 0.01% 0.01% 933 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 861 75 0.01% 0.01% 934 0 0.0% Q2 2026 Aug 14, 2026
Brooklyn FI, LLC History No change 855 74 0.01% 0.01% 935 0 0.0% Q2 2026 Aug 04, 2026
Bay Harbor Wealth Management, LLC History No change 840 73 0.02% 0.02% 936 0 0.0% Q2 2026 Jul 28, 2026
Napier Financial, LLC History No change 831 73 0.02% 0.02% 937 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Planning Group LLC History No change 788 68 0.01% 0.01% 938 0 0.0% Q2 2026 Jul 29, 2026
MV CAPITAL MANAGEMENT, INC. History No change 750 65 0.01% 0.01% 939 0 0.0% Q2 2026 Jul 30, 2026
Nalls Sherbakoff Group, LLC History No change 750 65 0.05% 0.05% 940 0 0.0% Q2 2026 Aug 17, 2026
Wells Financial Advisors INC History No change 680 59 0.55% 0.55% 941 0 0.0% Q2 2026 Jul 23, 2026
Sankala Group LLC History No change 659 58 0.04% 0.04% 942 0 0.0% Q2 2026 Aug 18, 2026
Rice Partnership, LLC History No change 646 56 0.01% 0.01% 943 0 0.0% Q2 2026 Jul 29, 2026
CARDIFF PARK ADVISORS, LLC History No change 631 55 0.0% 0.0% 944 0 0.0% Q2 2026 Aug 14, 2026
Valued Wealth Advisors LLC History No change 629 55 0.02% 0.02% 945 0 0.0% Q2 2026 Jul 20, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 625 54 0.02% 0.02% 946 0 0.0% Q2 2026 Jul 08, 2026
Dynamic Wealth Strategies, LLC History No change 605 53 0.03% 0.03% 947 0 0.0% Q2 2026 Jul 23, 2026
MTM Investment Management, LLC History No change 600 52 0.01% 0.01% 948 0 0.0% Q2 2026 Aug 03, 2026
EFG International AG History No change 600 52 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 585 51 0.02% 0.02% 950 0 0.0% Q2 2026 Jul 15, 2026
EASTERN BANK History No change 540 50 0.0% 0.0% 951 0 0.0% Q3 2026 Oct 05, 2026
Leo H. Evart, Inc. History No change 516 45 0.04% 0.04% 952 0 0.0% Q2 2026 Aug 17, 2026
Anchor Bay Capital, Inc. History No change 500 45 0.02% 0.02% 953 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 500 43 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 495 43 0.0% 0.0% 955 0 0.0% Q2 2026 Aug 12, 2026
Glen Eagle Advisors, LLC History No change 490 43 0.01% 0.01% 956 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 480 42 0.0% 0.0% 957 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 483 42 0.0% 0.0% 958 0 0.0% Q2 2026 Aug 14, 2026
Quest 10 Wealth Builders, Inc. History No change 484 42 0.03% 0.03% 959 0 0.0% Q2 2026 Jul 24, 2026
Seneschal Advisors, LLC History No change 480 42 0.03% 0.03% 960 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 451 40 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 13, 2026
VIMA LLC History No change 425 37 0.04% 0.04% 962 0 0.0% Q2 2026 Jul 24, 2026
GoalVest Advisory LLC History No change 395 36 0.01% 0.01% 963 0 0.0% Q3 2026 Oct 02, 2026
Montgomery Financial Services LLC History No change 410 36 0.03% 0.03% 964 0 0.0% Q2 2026 Aug 12, 2026
New England Capital Financial Advisors LLC History No change 400 35 0.01% 0.01% 965 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 400 35 0.0% 0.0% 966 0 0.0% Q2 2026 Aug 13, 2026
CDKV HOLDINGS LLC History No change 405 35 0.03% 0.03% 967 0 0.0% Q2 2026 Jul 30, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 395 34 0.01% 0.01% 968 0 0.0% Q2 2026 Aug 07, 2026
HOEY INVESTMENTS, INC History No change 385 33 0.0% 0.0% 969 0 0.0% Q2 2026 Jul 27, 2026
Harbor Asset Planning, Inc. History No change 378 33 0.02% 0.02% 970 0 0.0% Q2 2026 Jul 22, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 365 32 0.0% 0.0% 971 0 0.0% Q2 2026 Aug 05, 2026
Noble Wealth Management PBC History No change 350 32 0.01% 0.01% 972 0 0.0% Q3 2026 Oct 01, 2026
Go Invest LLC History No change 363 31 0.01% 0.01% 973 0 0.0% Q2 2026 Aug 05, 2026
TIAA Wealth Investment Management LLC History No change 350 30 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 10, 2026
Clean Yield Group History No change 340 29 0.01% 0.01% 975 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 334 29 0.01% 0.01% 976 0 0.0% Q2 2026 Jul 20, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 305 26 0.01% 0.01% 977 0 0.0% Q2 2026 Jul 24, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 300 26 0.01% 0.01% 978 0 0.0% Q2 2026 Jul 07, 2026
Medallion Wealth Advisors, LLC History No change 300 26 0.01% 0.01% 979 0 0.0% Q2 2026 Aug 14, 2026
Mascoma Wealth Management LLC History No change 280 24 0.0% 0.0% 980 0 0.0% Q2 2026 Jul 24, 2026
New Republic Capital, LLC History No change 280 24 0.01% 0.01% 981 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 279 24 0.0% 0.0% 982 0 0.0% Q2 2026 Aug 12, 2026
Crews Bank & Trust History No change 284 24 0.0% 0.0% 983 0 0.0% Q2 2026 Jul 16, 2026
IAG Wealth Partners, LLC History No change 260 22 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 06, 2026
Field & Main Bank History No change 250 21 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 19, 2026
Smallwood Wealth Investment Management, LLC History No change 250 21 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 23, 2026
Costello Asset Management, INC History No change 217 19 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 28, 2026
Your Advocates Ltd., LLP History No change 225 19 0.01% 0.01% 988 0 0.0% Q2 2026 Aug 05, 2026
United Financial Planning Group LLC History No change 214 18 0.01% 0.01% 989 0 0.0% Q2 2026 Aug 06, 2026
Grove Bank & Trust History No change 200 17 0.0% 0.0% 990 0 0.0% Q2 2026 Jul 07, 2026
Abound Wealth Management History No change 200 17 0.0% 0.0% 991 0 0.0% Q2 2026 Jul 10, 2026
Financial Gravity Companies, Inc. History No change 180 15 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 180 15 0.01% 0.01% 993 0 0.0% Q2 2026 Jul 21, 2026
Robinswood Financial LLC History No change 165 14 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 14, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 149 13 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 07, 2026
DUNCKER STREETT & CO INC History No change 150 13 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 28, 2026
Colonial Trust Co / SC History No change 150 13 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 11, 2026
Monetary Solutions, Ltd History No change 145 12 0.01% 0.01% 998 0 0.0% Q2 2026 Jul 23, 2026
ALERUS FINANCIAL NA History No change 130 11 0.0% 0.0% 999 0 0.0% Q2 2026 Aug 13, 2026
Advocate Investing Services LLC History No change 133 11 0.01% 0.01% 1000 0 0.0% Q2 2026 Jul 28, 2026
Highland Investment Advisors LLC History No change 130 11 0.0% 0.0% 1001 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History Reduced 115 10 0.0% 0.0% 1002 -20 -14.81% Q3 2026 Oct 05, 2026
Plante Moran Financial Advisors, LLC History No change 80 7 0.0% 0.0% 1003 0 0.0% Q2 2026 Aug 06, 2026
BFSG, LLC History No change 90 7 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 20, 2026
Fairway Wealth LLC History No change 90 7 0.0% 0.0% 1005 0 0.0% Q2 2026 Jul 24, 2026
Kroeger Financial Partners History No change 85 7 0.01% 0.01% 1006 0 0.0% Q2 2026 Jul 27, 2026
DecisionPoint Financial, LLC History No change 70 6 0.0% 0.0% 1007 0 0.0% Q2 2026 Aug 05, 2026
Ascentis Wealth Management, LLC History No change 70 6 0.0% 0.0% 1008 0 0.0% Q2 2026 Jul 30, 2026
Hurley Capital, LLC History No change 60 5 0.0% 0.0% 1009 0 0.0% Q2 2026 Aug 10, 2026
Strategic Advocates LLC History No change 60 5 0.02% 0.02% 1010 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 60 5 0.0% 0.0% 1011 0 0.0% Q2 2026 Aug 14, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 40 4 0.0% 0.0% 1012 0 0.0% Q2 2026 Aug 18, 2026
Tradewinds Capital Management, LLC History No change 53 4 0.0% 0.0% 1013 0 0.0% Q2 2026 Jul 23, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 55 4 0.0% 0.0% 1014 0 0.0% Q2 2026 Jul 21, 2026
Longview Financial Advisors LLC History No change 50 4 0.0% 0.0% 1015 0 0.0% Q2 2026 Jul 14, 2026
Planning Strategies Inc. History New 35 3 0.0% — 1018 +35 New Q3 2026 Oct 02, 2026
NVWM, LLC History No change 45 3 0.0% 0.0% 1016 0 0.0% Q2 2026 Jul 28, 2026
Sawyer & Company, Inc History No change 35 3 0.0% 0.0% 1017 0 0.0% Q2 2026 Jul 23, 2026
Quaker Wealth Management, LLC History No change 30 2 0.0% 0.0% 1019 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 25 2 0.0% 0.0% 1020 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 30 2 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 03, 2026
Decker Retirement Planning Inc. History No change 30 2 0.0% 0.0% 1022 0 0.0% Q2 2026 Jul 16, 2026
Roble, Belko & Company, Inc History No change 10 1 0.0% 0.0% 1023 0 0.0% Q2 2026 Jul 24, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Rakuten Securities, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026