iSHARES TRUST - SCZ

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
JONES FINANCIAL COMPANIES LLLP History No change 53,299,660 4,379,131 1.75% 1.75% 1 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 14,107,864 1,160,653 1.31% 1.31% 2 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 9,651,143 795,254 5.31% 5.31% 3 0 0.0% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History No change 6,322,889 520,184 0.05% 0.05% 4 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 5,321,287 437,782 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 4,508,820 370,940 1.28% 1.28% 6 0 0.0% Q2 2026 Aug 10, 2026
BlackRock, Inc. History No change 3,880,423 319,242 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 3,798,676 312,517 0.18% 0.18% 8 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 3,702,826 304,631 1.04% 1.04% 9 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 2,987,961 245,819 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 06, 2026
MORGAN STANLEY History No change 2,276,111 187,255 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,958,678 161,140 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
Creekmur Asset Management LLC History No change 1,614 132,750 6.42% 6.42% 13 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 1,534,940 126,279 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 1,361,748 112,031 2.1% 2.1% 15 0 0.0% Q2 2026 Aug 10, 2026
NORTHERN TRUST CORP History No change 1,302,991 107,197 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 1,274,009 104,812 0.11% 0.11% 17 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 1,189,371 97,849 0.09% 0.09% 18 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,070,547 88,073 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 963,893 79,299 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 940,672 77,389 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 07, 2026
Wilmington Savings Fund Society, FSB History No change 878,997 72,315 1.61% 1.61% 22 0 0.0% Q2 2026 Jul 28, 2026
Modera Wealth Management, LLC History No change 878,343 72,261 0.77% 0.77% 23 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 724,156 59,576 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 718,382 59,101 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 611,475 50,306 0.15% 0.15% 26 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 601,647 49,497 0.05% 0.05% 27 0 0.0% Q2 2026 Aug 05, 2026
Forvis Mazars Wealth Advisors, LLC History No change 559,265 46,010 0.77% 0.77% 28 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 554,806 45,603 0.01% 0.01% 29 0 0.0% Q2 2026 Sep 23, 2026
Financial Advisory Corp History No change 550,184 45,263 6.0% 6.0% 30 0 0.0% Q2 2026 Jul 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 530,040 43,606 0.32% 0.32% 31 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 501,946 41,295 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 470,951 38,745 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 07, 2026
Baker Avenue Asset Management, LP History No change 451,566 37,150 0.7% 0.7% 34 0 0.0% Q2 2026 Jul 28, 2026
Wealthcare Advisory Partners LLC History No change 424,121 34,892 0.66% 0.66% 35 0 0.0% Q2 2026 Jul 09, 2026
Plancorp, LLC History No change 394,801 32,571 0.79% 0.79% 36 0 0.0% Q2 2026 Jul 14, 2026
FLOW TRADERS U.S. LLC History No change 392,688 32,306 1.33% 1.33% 37 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 388,759 31,983 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 19, 2026
Pathstone Holdings, LLC History No change 386,423 31,791 0.09% 0.09% 39 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 383,693 31,566 0.12% 0.12% 40 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 372,190 31,164 0.09% 0.09% 41 0 0.0% Q2 2026 Aug 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 369,979 30,438 1.32% 1.32% 42 0 0.0% Q2 2026 Jul 21, 2026
ROYAL BANK OF CANADA History No change 354,448 29,161 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Bear Mountain Capital, Inc. History No change 343,768 28,567 8.28% 8.28% 44 0 0.0% Q2 2026 Jul 20, 2026
Arvest Bank Trust Division History No change 310,319 25,529 1.24% 1.24% 45 0 0.0% Q2 2026 Aug 13, 2026
Shakespeare Wealth Management, LLC History No change 307,098 25,264 6.69% 6.69% 46 0 0.0% Q2 2026 Jul 20, 2026
CHOREO, LLC History No change 304,597 25,059 0.27% 0.27% 47 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History No change 298,877 24,588 0.04% 0.04% 48 0 0.0% Q2 2026 Aug 05, 2026
St. Louis Trust Co History No change 9,680 24,555 2.8% 2.8% 49 0 0.0% Q2 2026 Jul 30, 2026
Pure Financial Advisors, LLC History No change 295,814 24,336 0.31% 0.31% 50 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 293,676 24,160 0.3% 0.3% 51 0 0.0% Q2 2026 Jul 20, 2026
Ballentine Partners, LLC History No change 288,781 23,758 0.29% 0.29% 52 0 0.0% Q2 2026 Jul 17, 2026
Envestnet Portfolio Solutions, Inc. History No change 263,593 21,685 0.1% 0.1% 53 0 0.0% Q2 2026 Sep 23, 2026
FIRST CITIZENS BANK & TRUST CO History No change 261,333 21,499 0.32% 0.32% 54 0 0.0% Q2 2026 Jul 13, 2026
STIFEL FINANCIAL CORP History No change 251,342 20,677 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 12, 2026
Bryn Mawr Trust Advisors, LLC History No change 241,190 19,842 0.86% 0.86% 56 0 0.0% Q2 2026 Aug 03, 2026
FSM Wealth Advisors, LLC History No change 239,967 19,742 2.1% 2.1% 57 0 0.0% Q2 2026 Jul 15, 2026
Corient Private Wealth LP History No change 234,532 19,294 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 27, 2026
IMA Advisory Services, Inc. History No change 225,707 18,554 1.16% 1.16% 59 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 218,025 17,936 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 208,440 17,164 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 201,948 16,614 0.02% 0.02% 62 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 198,886 16,362 0.02% 0.02% 63 0 0.0% Q2 2026 Jul 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 196,911 16,199 0.96% 0.96% 64 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 175,462 14,435 0.07% 0.07% 65 0 0.0% Q2 2026 Jul 17, 2026
Range Advisory, LLC History No change 172,369 14,180 1.69% 1.69% 66 0 0.0% Q2 2026 Sep 02, 2026
Wealth Architects, LLC History No change 171,066 14,073 1.11% 1.11% 67 0 0.0% Q2 2026 Jul 23, 2026
RTD Financial Advisors, Inc. History No change 169,510 13,945 1.52% 1.52% 68 0 0.0% Q2 2026 Jul 13, 2026
Curi Capital, LLC History No change 168,288 13,844 0.21% 0.21% 69 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 164,067 13,497 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 162,894 13,401 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 13, 2026
Checchi Capital Advisers, LLC History No change 162,285 13,351 0.6% 0.6% 72 0 0.0% Q2 2026 Aug 04, 2026
Mariner, LLC History No change 161,488 13,285 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 13, 2026
Klingman & Associates, LLC History No change 155,240 12,771 0.54% 0.54% 74 0 0.0% Q2 2026 Jul 29, 2026
Shoker Investment Counsel, Inc. History No change 147,709 12,152 3.05% 3.05% 75 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 143,478 11,803 0.04% 0.04% 76 0 0.0% Q2 2026 Aug 12, 2026
Omega Financial Group, LLC History No change 142,432 11,717 3.57% 3.57% 77 0 0.0% Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History No change 142,085 11,689 0.04% 0.04% 78 0 0.0% Q2 2026 Aug 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 140,031 11,520 0.26% 0.26% 79 0 0.0% Q2 2026 Aug 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 139,628 11,487 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 14, 2026
Sound Stewardship, LLC History No change 137,157 11,283 4.65% 4.65% 81 0 0.0% Q2 2026 Jul 13, 2026
CULLEN/FROST BANKERS, INC. History No change 136,727 11,248 0.11% 0.11% 82 0 0.0% Q2 2026 Jul 27, 2026
Brand Asset Management Group, Inc. History No change 134,949 11,102 2.45% 2.45% 83 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 133,683 10,995 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
DORVAL Corp History No change 131,697 10,834 3.12% 3.12% 85 0 0.0% Q2 2026 Jul 24, 2026
Frontier Asset Management, LLC History No change 131,519 10,820 1.94% 1.94% 86 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 127,823 10,516 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 12, 2026
WESCAP Management Group, Inc. History No change 127,477 10,487 1.96% 1.96% 88 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History No change 122,742 10,097 0.19% 0.19% 89 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 121,299 9,995 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 12, 2026
Fonville Wealth Management LLC History No change 118,451 9,744 1.59% 1.59% 91 0 0.0% Q2 2026 Jul 28, 2026
M&T BANK CORP History No change 118,277 9,730 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 04, 2026
DRW Securities, LLC History No change 117,097 9,633 0.23% 0.23% 93 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 115,123 9,471 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
Charles Schwab Trust Co History No change 113,154 9,309 0.52% 0.52% 95 0 0.0% Q2 2026 Jul 10, 2026
Ifrah Financial Services, Inc. History No change 111,756 9,194 2.25% 2.25% 96 0 0.0% Q2 2026 Jul 21, 2026
Focus Partners Advisor Solutions, LLC History No change 111,022 9,133 0.08% 0.08% 97 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History No change 107,225 8,821 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 12, 2026
SACHEM HILL LLC History No change 106,770 8,784 1.56% 1.56% 99 0 0.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History No change 106,672 8,775 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 106,188 8,736 0.06% 0.06% 101 0 0.0% Q2 2026 Sep 08, 2026
Ocean Park Asset Management, LLC History No change 105,074 8,644 0.42% 0.42% 102 0 0.0% Q2 2026 Jul 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 102,065 8,511 0.01% 0.01% 103 0 0.0% Q2 2026 Jul 15, 2026
Brooklyn FI, LLC History No change 102,259 8,489 1.55% 1.55% 104 0 0.0% Q2 2026 Aug 04, 2026
LTG Capital LLC History No change 102,786 8,456 5.66% 5.66% 105 0 0.0% Q2 2026 Aug 05, 2026
Bleakley Financial Group, LLC History No change 101,101 8,317 0.11% 0.11% 106 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisors, LLC History No change 99,986 8,225 1.13% 1.13% 107 0 0.0% Q2 2026 Jul 22, 2026
ARVEST INVESTMENTS, INC. History No change 98,417 8,096 0.98% 0.98% 108 0 0.0% Q2 2026 Jul 17, 2026
Cambridge Investment Research Advisors, Inc. History No change 95,940 7,893 0.02% 0.02% 109 0 0.0% Q2 2026 Jul 27, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 93,904 7,725 2.35% 2.35% 110 0 0.0% Q2 2026 Jul 21, 2026
BANK OF STOCKTON History No change 88,871 7,311 2.05% 2.05% 111 0 0.0% Q2 2026 Jul 29, 2026
Beacon Pointe Advisors, LLC History No change 88,345 7,268 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 18, 2026
US BANCORP \DE\ History No change 86,465 7,121 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Retirement, LLC History No change 86,551 7,120 0.39% 0.39% 114 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 84,016 6,911 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
NorthStar Asset Management LLC /NJ/ History No change 82,601 6,795 2.76% 2.76% 116 0 0.0% Q2 2026 Aug 05, 2026
BLUELINE ADVISORS LLC History No change 81,096 6,671 4.62% 4.62% 117 0 0.0% Q2 2026 Jul 27, 2026
BEAM WEALTH ADVISORS, INC. History No change 81,014 6,665 1.47% 1.47% 118 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 78,164 6,430 0.07% 0.07% 119 0 0.0% Q2 2026 Aug 03, 2026
Waverly Advisors, LLC History No change 74,463 6,126 0.04% 0.04% 120 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Management, Inc. History No change 73,520 6,048 0.87% 0.87% 121 0 0.0% Q2 2026 Jul 16, 2026
My Personal CFO, LLC History No change 72,844 5,992 2.34% 2.34% 122 0 0.0% Q2 2026 Jul 21, 2026
Parkside Financial Bank & Trust History No change 72,294 5,947 0.41% 0.41% 123 0 0.0% Q2 2026 Sep 04, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 71,800 5,906 0.09% 0.09% 124 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 71,711 5,899 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 71,309 5,866 0.1% 0.1% 126 0 0.0% Q2 2026 Jul 28, 2026
HARBOR ADVISORY CORP /MA/ History No change 70,845 5,828 1.56% 1.56% 127 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 68,932 5,671 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
Cascade Financial Partners, LLC History No change 68,728 5,654 0.49% 0.49% 129 0 0.0% Q2 2026 Aug 04, 2026
WASHINGTON TRUST BANK History No change 68,611 5,644 0.39% 0.39% 130 0 0.0% Q2 2026 Aug 05, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 68,600 5,643 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 68,241 5,614 0.07% 0.07% 132 0 0.0% Q2 2026 Aug 13, 2026
Quent Capital, LLC History No change 67,573 5,559 0.34% 0.34% 133 0 0.0% Q2 2026 Aug 07, 2026
BANK OF HAWAII History No change 67,150 5,524 0.27% 0.27% 134 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 66,846 5,499 0.1% 0.1% 135 0 0.0% Q2 2026 Jul 31, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 66,200 5,446 0.31% 0.31% 136 0 0.0% Q2 2026 Aug 05, 2026
MSH Capital Advisors LLC History No change 63,895 5,256 0.91% 0.91% 137 0 0.0% Q2 2026 Aug 10, 2026
Shore Point Advisors, LLC History No change 63,860 5,253 1.8% 1.8% 138 0 0.0% Q2 2026 Jul 14, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 50,162 5,210 1.25% 1.25% 139 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 63,074 5,197 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 62,890 5,173 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 11, 2026
Private Advisor Group, LLC History No change 62,723 5,160 0.02% 0.02% 142 0 0.0% Q2 2026 Jul 27, 2026
&PARTNERS History No change 62,748 5,144 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 62,336 5,128 0.01% 0.01% 144 0 0.0% Q2 2026 Jul 30, 2026
FCA CORP /TX History No change 62,199 5,117 1.26% 1.26% 145 0 0.0% Q2 2026 Aug 11, 2026
One Capital Management, LLC History No change 65,083 5,102 0.14% 0.14% 146 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 60,932 5,013 0.06% 0.06% 147 0 0.0% Q2 2026 Jul 22, 2026
CIBC Bancorp USA Inc. History No change 60,101 4,944 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 13, 2026
Clearwater Capital Advisors, LLC History No change 58,515 4,814 0.35% 0.35% 149 0 0.0% Q2 2026 Aug 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 58,070 4,777 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 13, 2026
SVB WEALTH LLC History No change 57,388 4,721 0.3% 0.3% 151 0 0.0% Q2 2026 Jul 17, 2026
Qube Research & Technologies Ltd History No change 56,232 4,626 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Investors Research Corp History No change 56,196 4,623 0.83% 0.83% 153 0 0.0% Q2 2026 Jul 10, 2026
Larson Financial Group LLC History No change 54,638 4,495 0.12% 0.12% 154 0 0.0% Q2 2026 Aug 14, 2026
Heritage Trust Co History No change 54,534 4,486 0.39% 0.39% 155 0 0.0% Q2 2026 Aug 06, 2026
Goldstein Advisors, LLC History No change 54,262 4,464 0.41% 0.41% 156 0 0.0% Q2 2026 Jul 20, 2026
Cooke Wealth Management, LLC History No change 54,179 4,457 3.65% 3.65% 157 0 0.0% Q2 2026 Jul 16, 2026
Vise Technologies, Inc. History No change 53,741 4,421 0.05% 0.05% 158 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 52,518 4,320 0.03% 0.03% 159 0 0.0% Q2 2026 Aug 12, 2026
Auto-Owners Insurance Co History No change 52,300 4,304 0.1% 0.1% 160 0 0.0% Q2 2026 Jul 15, 2026
Partners in Financial Planning History No change 51,454 4,233 0.64% 0.64% 161 0 0.0% Q2 2026 Aug 10, 2026
Endowment Wealth Management, Inc. History No change 50,158 4,126 1.6% 1.6% 162 0 0.0% Q2 2026 Aug 05, 2026
MARTIN & CO INC /TN/ History No change 50,003 4,113 0.64% 0.64% 163 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 48,992 4,031 0.03% 0.03% 164 0 0.0% Q2 2026 Jul 20, 2026
NBT BANK, N.A. History No change 48,846 4,018 0.27% 0.27% 165 0 0.0% Q2 2026 Jul 29, 2026
GLENMEDE TRUST CO NA History No change 48,387 3,980 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 48,137 3,960 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 46,499 3,920 0.12% 0.12% 168 0 0.0% Q2 2026 Aug 11, 2026
Richard W. Paul & Associates, LLC History No change 46,878 3,856 1.18% 1.18% 169 0 0.0% Q2 2026 Aug 10, 2026
World Investment Advisors History No change 49,024 3,844 0.06% 0.06% 170 0 0.0% Q2 2026 Aug 13, 2026
Professional Financial Advisors, LLC History No change 46,618 3,835 0.66% 0.66% 171 0 0.0% Q2 2026 Jul 09, 2026
IFP Advisors, Inc History No change 46,221 3,802 0.07% 0.07% 172 0 0.0% Q2 2026 Jul 20, 2026
Foundation Wealth Management, LLC History No change 46,093 3,792 2.24% 2.24% 173 0 0.0% Q2 2026 Jul 30, 2026
Waldron Private Wealth LLC History No change 46,015 3,785 0.13% 0.13% 174 0 0.0% Q2 2026 Jul 20, 2026
ASPIRIANT, LLC History No change 45,220 3,720 0.09% 0.09% 175 0 0.0% Q2 2026 Jul 20, 2026
Steward Partners Investment Advisory, LLC History No change 45,110 3,711 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 43,500 3,578 0.05% 0.05% 177 0 0.0% Q2 2026 Aug 11, 2026
Narus Financial Partners, LLC History No change 43,185 3,552 0.91% 0.91% 178 0 0.0% Q2 2026 Jul 31, 2026
Creekside Partners History No change 42,843 3,524 1.28% 1.28% 179 0 0.0% Q2 2026 Jul 30, 2026
James J. Burns & Company, LLC History No change 42,698 3,512 0.38% 0.38% 180 0 0.0% Q2 2026 Aug 06, 2026
HANCOCK WHITNEY CORP History No change 42,089 3,462 0.06% 0.06% 181 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 41,895 3,446 0.03% 0.03% 182 0 0.0% Q2 2026 Jul 27, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 40,870 3,429 0.67% 0.67% 183 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 40,793 3,356 0.05% 0.05% 184 0 0.0% Q2 2026 Aug 06, 2026
PINNACLE ASSOCIATES LTD History No change 40,465 3,329 0.04% 0.04% 185 0 0.0% Q2 2026 Aug 03, 2026
Eagle Strategies LLC History No change 39,702 3,266 0.32% 0.32% 186 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 39,586 3,256 0.24% 0.24% 187 0 0.0% Q2 2026 Jul 23, 2026
Partnership Wealth Management, LLC History No change 38,716 3,185 2.15% 2.15% 188 0 0.0% Q2 2026 Jul 10, 2026
Strategic Wealth Advisors LLC History No change 40,598 3,147 2.69% 2.69% 189 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 38,017 3,127 0.04% 0.04% 190 0 0.0% Q2 2026 Aug 12, 2026
Pointe Capital Management LLC History No change 37,483 3,083 1.38% 1.38% 191 0 0.0% Q2 2026 Aug 14, 2026
Disciplined Investments, LLC History No change 37,414 3,078 0.99% 0.99% 192 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 36,111 2,970 0.01% 0.01% 193 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 36,048 2,965 0.18% 0.18% 194 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History No change 35,806 2,937 0.08% 0.08% 195 0 0.0% Q2 2026 Jul 07, 2026
BIP Wealth, LLC History No change 35,635 2,931 0.08% 0.08% 196 0 0.0% Q2 2026 Aug 03, 2026
PRINCIPAL SECURITIES, INC. History No change 35,100 2,887 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 04, 2026
Abacus Planning Group, Inc. History No change 35,084 2,886 0.36% 0.36% 198 0 0.0% Q2 2026 Jul 20, 2026
Probity Advisors, Inc. History No change 35,087 2,886 0.41% 0.41% 199 0 0.0% Q2 2026 Jul 31, 2026
D.A. DAVIDSON & CO. History No change 34,676 2,852 0.02% 0.02% 200 0 0.0% Q2 2026 Jul 24, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 34,531 2,840 0.04% 0.04% 201 0 0.0% Q2 2026 Jul 24, 2026
Sowell Financial Services LLC History No change 34,519 2,839 0.09% 0.09% 202 0 0.0% Q2 2026 Jul 17, 2026
Noble Family Wealth, LLC History No change 34,131 2,807 0.5% 0.5% 203 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 33,493 2,755 0.03% 0.03% 204 0 0.0% Q2 2026 Aug 07, 2026
Acropolis Investment Management, LLC History No change 33,125 2,725 0.11% 0.11% 205 0 0.0% Q2 2026 Jul 16, 2026
AQR CAPITAL MANAGEMENT LLC History No change 32,914 2,707 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History No change 32,889 2,705 0.32% 0.32% 207 0 0.0% Q2 2026 Jul 08, 2026
SAX WEALTH ADVISORS, LLC History No change 34,412 2,698 0.11% 0.11% 208 0 0.0% Q2 2026 Jul 09, 2026
RESTON WEALTH MANAGEMENT LLC History No change 32,366 2,662 0.72% 0.72% 209 0 0.0% Q2 2026 Jul 23, 2026
Nicholas Hoffman & Company, LLC. History No change 31,845 2,619 0.06% 0.06% 210 0 0.0% Q2 2026 Aug 04, 2026
NTV ASSET MANAGEMENT LLC History No change 31,550 2,595 0.25% 0.25% 211 0 0.0% Q2 2026 Aug 05, 2026
Wescott Financial Advisory Group, LLC History No change 31,471 2,589 0.2% 0.2% 212 0 0.0% Q2 2026 Aug 04, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 31,194 2,566 0.58% 0.58% 213 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 31,094 2,558 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 07, 2026
Foundation Wealth Management, LLC\PA History No change 31,049 2,554 0.77% 0.77% 215 0 0.0% Q2 2026 Jul 21, 2026
Canopy Partners, LLC History No change 30,908 2,542 0.76% 0.76% 216 0 0.0% Q2 2026 Jul 22, 2026
First Citizens Asset Management, Inc. History No change 30,874 2,539 0.81% 0.81% 217 0 0.0% Q2 2026 Jul 17, 2026
IHT Wealth Management, LLC History No change 30,756 2,530 0.05% 0.05% 218 0 0.0% Q2 2026 Aug 14, 2026
Sincerus Advisory, LLC History No change 30,679 2,523 1.71% 1.71% 219 0 0.0% Q2 2026 Jul 06, 2026
Prosperity Planning, Inc. History No change 30,107 2,476 0.57% 0.57% 220 0 0.0% Q2 2026 Jul 10, 2026
Elmwood Wealth Management, Inc. History No change 30,040 2,471 0.62% 0.62% 221 0 0.0% Q2 2026 Jul 07, 2026
Coyle Financial Counsel LLC History No change 29,265 2,407 0.44% 0.44% 222 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 29,095 2,393 0.03% 0.03% 223 0 0.0% Q2 2026 Aug 18, 2026
BLAIR WILLIAM & CO/IL History No change 28,736 2,364 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 11, 2026
VANCE WEALTH, LLC History No change 28,383 2,335 0.53% 0.53% 225 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 28,303 2,328 0.09% 0.09% 226 0 0.0% Q2 2026 Jul 28, 2026
Argent Trust Co History No change 28,058 2,308 0.07% 0.07% 227 0 0.0% Q2 2026 Aug 06, 2026
Capital Analysts, LLC History No change 27,886 2,294 0.05% 0.05% 228 0 0.0% Q2 2026 Aug 05, 2026
OneAscent Financial Services LLC History No change 27,551 2,266 0.11% 0.11% 229 0 0.0% Q2 2026 Aug 11, 2026
STOCK YARDS BANK & TRUST CO History No change 27,495 2,262 0.06% 0.06% 230 0 0.0% Q2 2026 Aug 19, 2026
Regal Investment Advisors LLC History No change 27,176 2,235 0.12% 0.12% 231 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 27,090 2,228 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 13, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 26,959 2,217 1.0% 1.0% 233 0 0.0% Q2 2026 Aug 07, 2026
AIRE ADVISORS, LLC History No change 26,677 2,194 0.36% 0.36% 234 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 26,564 2,185 0.01% 0.01% 235 0 0.0% Q2 2026 Jul 20, 2026
Cresset Asset Management, LLC History No change 26,033 2,141 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 14, 2026
American Financial Advisors, LLC History No change 25,551 2,102 0.25% 0.25% 237 0 0.0% Q2 2026 Jul 14, 2026
Farther Finance Advisors, LLC History No change 25,486 2,096 0.02% 0.02% 238 0 0.0% Q2 2026 Jul 17, 2026
AMERICAN CENTURY COMPANIES INC History No change 25,369 2,087 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 24,990 2,059 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 24,650 2,027 0.22% 0.22% 241 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 23,929 1,968 0.02% 0.02% 242 0 0.0% Q2 2026 Jul 28, 2026
CI INVESTMENTS INC. History No change 23,521 1,935 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 13, 2026
TRB Wealth Management, LLC History No change 23,225 1,910 0.25% 0.25% 244 0 0.0% Q2 2026 Aug 11, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 23,024 1,894 0.44% 0.44% 245 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 23,014 1,893 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 12, 2026
Risk Paradigm Group, LLC History No change 22,462 1,847 1.45% 1.45% 247 0 0.0% Q2 2026 Aug 05, 2026
Rialto Wealth Management, LLC History No change 22,079 1,816 0.36% 0.36% 248 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 21,823 1,795 0.04% 0.04% 249 0 0.0% Q2 2026 Aug 06, 2026
RPg Family Wealth Advisory, LLC History No change 21,528 1,771 0.37% 0.37% 250 0 0.0% Q2 2026 Aug 04, 2026
Quantinno Capital Management LP History No change 21,418 1,762 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 13, 2026
SageView Advisory Group, LLC History No change 21,240 1,747 0.06% 0.06% 252 0 0.0% Q2 2026 Aug 10, 2026
Fifth Third Wealth Advisors LLC History No change 21,174 1,741 0.05% 0.05% 253 0 0.0% Q2 2026 Jul 17, 2026
Midwest Trust Co History No change 21,166 1,741 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 04, 2026
Trust Co of the South History No change 21,035 1,730 0.24% 0.24% 255 0 0.0% Q2 2026 Jul 01, 2026
Evanson Financial, LLC History No change 20,966 1,724 0.08% 0.08% 256 0 0.0% Q2 2026 Jul 07, 2026
Stonehearth Capital Management, LLC History No change 20,937 1,722 0.59% 0.59% 257 0 0.0% Q2 2026 Jul 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 20,875 1,717 0.03% 0.03% 258 0 0.0% Q2 2026 Jul 14, 2026
Compound Planning, Inc. History No change 20,774 1,709 0.04% 0.04% 259 0 0.0% Q2 2026 Aug 04, 2026
Laird Norton Wetherby Trust Company, LLC History No change 20,226 1,663 0.03% 0.03% 260 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 19,960 1,642 0.03% 0.03% 261 0 0.0% Q2 2026 Aug 07, 2026
FDx Advisors, Inc. History No change 19,704 1,621 0.49% 0.49% 262 0 0.0% Q2 2026 Aug 04, 2026
Intergy Private Wealth, LLC History No change 19,656 1,617 0.37% 0.37% 263 0 0.0% Q2 2026 Jul 17, 2026
RWA WEALTH PARTNERS, LLC History No change 19,578 1,610 0.02% 0.02% 264 0 0.0% Q2 2026 Aug 07, 2026
Lee Financial Co History No change 19,245 1,583 0.2% 0.2% 265 0 0.0% Q2 2026 Jul 22, 2026
BIRCH FINANCIAL GROUP, LLC History No change 19,243 1,583 0.81% 0.81% 266 0 0.0% Q2 2026 Jul 15, 2026
CARDIFF PARK ADVISORS, LLC History No change 19,220 1,581 0.12% 0.12% 267 0 0.0% Q2 2026 Aug 14, 2026
Hudson Portfolio Management LLC History No change 18,870 1,552 1.17% 1.17% 268 0 0.0% Q2 2026 Aug 12, 2026
Falcon Wealth Planning History No change 18,809 1,547 0.1% 0.1% 269 0 0.0% Q2 2026 Jul 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 18,789 1,545 0.47% 0.47% 270 0 0.0% Q2 2026 Jul 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 18,380 1,520 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 18,428 1,516 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 18,267 1,502 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 05, 2026
QUADRANT CAPITAL GROUP LLC History No change 18,126 1,491 0.04% 0.04% 274 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 18,033 1,483 0.09% 0.09% 275 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 17,714 1,457 0.12% 0.12% 276 0 0.0% Q2 2026 Aug 06, 2026
GEM Asset Management, LLC History No change 17,671 1,453 0.57% 0.57% 277 0 0.0% Q2 2026 Jul 21, 2026
Allegheny Financial Group History No change 17,658 1,452 0.15% 0.15% 278 0 0.0% Q2 2026 Jul 22, 2026
Parkwoods Wealth Partners, LLC History No change 17,602 1,448 0.23% 0.23% 279 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 17,333 1,426 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 13, 2026
Guidance Point Advisors, LLC History No change 17,301 1,424 0.3% 0.3% 281 0 0.0% Q2 2026 Jul 31, 2026
SteelPeak Wealth, LLC History No change 17,162 1,411 0.04% 0.04% 282 0 0.0% Q2 2026 Jul 13, 2026
Walkner Condon Financial Advisors LLC History No change 17,154 1,411 0.16% 0.16% 283 0 0.0% Q2 2026 Jul 27, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 16,913 1,391 0.02% 0.02% 284 0 0.0% Q2 2026 Jul 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 16,599 1,365 0.1% 0.1% 285 0 0.0% Q2 2026 Jul 07, 2026
MB Generational Wealth, LLC History No change 16,533 1,360 0.67% 0.67% 286 0 0.0% Q2 2026 Jul 31, 2026
Squire Investment Management Company, LLC History No change 16,336 1,343 0.32% 0.32% 287 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 16,133 1,327 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 16,033 1,319 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 13, 2026
Sterling Financial Planning, Inc. History No change 15,997 1,316 0.36% 0.36% 290 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 15,974 1,314 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 11, 2026
Monument Group Wealth Advisors, LLC History No change 15,879 1,306 0.63% 0.63% 292 0 0.0% Q2 2026 Jul 27, 2026
Forefront Wealth Partners, LLC History No change 15,655 1,287 0.4% 0.4% 293 0 0.0% Q2 2026 Aug 20, 2026
Avidian Wealth Enterprises, LLC History No change 15,283 1,257 0.03% 0.03% 294 0 0.0% Q2 2026 Jul 24, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 15,219 1,252 0.12% 0.12% 295 0 0.0% Q2 2026 Jul 09, 2026
TAGStone Capital, Inc. History No change 15,209 1,251 0.4% 0.4% 296 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 15,182 1,248 0.02% 0.02% 297 0 0.0% Q2 2026 Aug 10, 2026
Tortoise Investment Management, LLC History No change 15,081 1,240 0.09% 0.09% 298 0 0.0% Q2 2026 Aug 07, 2026
Great Point Wealth Advisors, LLC History No change 15,052 1,238 0.2% 0.2% 299 0 0.0% Q2 2026 Jul 23, 2026
RBF Capital, LLC History No change 15,000 1,234 0.05% 0.05% 300 0 0.0% Q2 2026 Aug 14, 2026
Magnus Financial Group LLC History No change 14,825 1,219 0.09% 0.09% 301 0 0.0% Q2 2026 Jul 09, 2026
TORONTO DOMINION BANK History No change 14,758 1,214 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 14,584 1,214 0.44% 0.44% 303 0 0.0% Q2 2026 Jul 28, 2026
Dorsey & Whitney Trust CO LLC History No change 14,528 1,195 0.06% 0.06% 304 0 0.0% Q2 2026 Aug 14, 2026
Berkeley, Inc History No change 14,218 1,169 0.37% 0.37% 305 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 13,985 1,150 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 13, 2026
Aletheian Wealth Advisors LLC History No change 13,967 1,149 0.49% 0.49% 307 0 0.0% Q2 2026 Jul 08, 2026
KELLY FINANCIAL GROUP LLC History No change 13,955 1,148 0.26% 0.26% 308 0 0.0% Q2 2026 Jul 14, 2026
BayBridge Capital Group, LLC History No change 13,563 1,115 0.58% 0.58% 309 0 0.0% Q2 2026 Jul 14, 2026
Petersen Hastings Wealth Advisors Inc. History No change 13,520 1,112 0.09% 0.09% 310 0 0.0% Q2 2026 Jul 17, 2026
DEUTSCHE BANK AG\ History No change 13,330 1,096 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 07, 2026
BOKF, NA History No change 13,298 1,094 0.02% 0.02% 312 0 0.0% Q2 2026 Aug 10, 2026
J.W. COLE ADVISORS, INC. History No change 13,126 1,079 0.02% 0.02% 313 0 0.0% Q2 2026 Jul 21, 2026
Wedmont Private Capital History No change 12,874 1,073 0.03% 0.03% 314 0 0.0% Q2 2026 Jul 13, 2026
Glenview Trust Co History No change 12,928 1,063 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 18, 2026
Physician Wealth Advisors, Inc. History No change 12,900 1,061 0.13% 0.13% 316 0 0.0% Q2 2026 Jul 20, 2026
Westmount Partners, LLC History No change 12,829 1,055 0.23% 0.23% 317 0 0.0% Q2 2026 Jul 07, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 12,645 1,040 0.13% 0.13% 318 0 0.0% Q2 2026 Aug 25, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 12,578 1,034 0.0% 0.0% 319 0 0.0% Q2 2026 Jul 28, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 12,495 1,033 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 06, 2026
Tilson Financial Group, Inc. History No change 12,534 1,031 0.28% 0.28% 321 0 0.0% Q2 2026 Jul 27, 2026
TWO SIGMA SECURITIES, LLC History No change 12,488 1,027 0.09% 0.09% 322 0 0.0% Q2 2026 Aug 14, 2026
Interchange Capital Partners, LLC History No change 12,388 1,019 0.19% 0.19% 323 0 0.0% Q2 2026 Jul 20, 2026
Financial Engines Advisors L.L.C. History No change 12,336 1,014 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 12,054 991 0.02% 0.02% 325 0 0.0% Q2 2026 Jul 22, 2026
Mason Investment Advisory Services, Inc. History No change 11,981 985 0.04% 0.04% 326 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 11,566 951 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 13, 2026
Busey Bank History No change 11,563 951 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 11,213 949 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Capital Partners, LLC History No change 11,519 947 0.39% 0.39% 330 0 0.0% Q2 2026 Jul 09, 2026
Betterment LLC History No change 11,396 938 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 14, 2026
Truepoint, Inc. History No change 11,357 934 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 11,274 928 0.03% 0.03% 333 0 0.0% Q2 2026 Aug 12, 2026
Apella Capital, LLC History No change 10,974 915 0.01% 0.01% 334 0 0.0% Q2 2026 Jul 08, 2026
Independent Advisor Alliance History No change 11,016 906 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 10,927 898 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 11, 2026
FIRST AMERICAN TRUST, FSB History No change 10,893 896 0.05% 0.05% 337 0 0.0% Q2 2026 Aug 10, 2026
Independence Bank of Kentucky History No change 10,807 889 0.1% 0.1% 338 0 0.0% Q2 2026 Jul 13, 2026
FAMILY WEALTH PARTNERS, LLC History No change 10,803 888 0.27% 0.27% 339 0 0.0% Q2 2026 Jul 10, 2026
Bedel Financial Consulting, Inc. History No change 10,604 872 0.08% 0.08% 340 0 0.0% Q2 2026 Jul 29, 2026
Equitable Holdings, Inc. History No change 10,496 863 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 17, 2026
Savvy Advisors, Inc. History No change 10,456 860 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 03, 2026
Alpha Omega Wealth Management LLC History No change 10,412 856 0.13% 0.13% 343 0 0.0% Q2 2026 Jul 20, 2026
Accretive Wealth Partners, LLC History No change 10,163 836 0.2% 0.2% 344 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 9,874 812 0.01% 0.01% 345 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 9,840 809 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 03, 2026
21 West Wealth Management LLC History No change 9,759 802 0.69% 0.69% 347 0 0.0% Q2 2026 Jul 13, 2026
HB Wealth Management, LLC History No change 9,726 800 0.0% 0.0% 348 0 0.0% Q2 2026 Jul 29, 2026
MATHER GROUP, LLC. History No change 9,675 795 0.01% 0.01% 349 0 0.0% Q2 2026 Jul 27, 2026
Elyxium Wealth, LLC History No change 9,654 794 0.08% 0.08% 350 0 0.0% Q2 2026 Aug 03, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 9,548 785 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 9,497 781 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 14, 2026
OLD MISSION CAPITAL LLC History No change 9,497 781 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 9,413 774 0.02% 0.02% 354 0 0.0% Q2 2026 Aug 11, 2026
REDW Wealth LLC History No change 9,353 769 0.28% 0.28% 355 0 0.0% Q2 2026 Jul 30, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 9,250 761 0.51% 0.51% 356 0 0.0% Q2 2026 Jul 22, 2026
Harbor Group, Inc. History No change 9,212 757 0.09% 0.09% 357 0 0.0% Q2 2026 Jul 22, 2026
LAM GROUP, INC. History No change 9,155 753 0.37% 0.37% 358 0 0.0% Q2 2026 Jul 10, 2026
Financial Synergies Wealth Advisors, Inc. History No change 9,138 751 0.06% 0.06% 359 0 0.0% Q2 2026 Jul 17, 2026
Williams & Novak, LLC History No change 9,043 743 0.49% 0.49% 360 0 0.0% Q2 2026 Jul 08, 2026
Donor Advised Charitable Giving, Inc. History No change 8,988 739 0.02% 0.02% 361 0 0.0% Q2 2026 Jul 24, 2026
Dala Group, LLC History No change 8,990 739 0.61% 0.61% 362 0 0.0% Q2 2026 Aug 10, 2026
Invesco Ltd. History No change 8,818 725 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 8,806 724 0.05% 0.05% 364 0 0.0% Q2 2026 Jul 30, 2026
Forum Financial Management, LP History No change 8,727 717 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 23, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 8,721 717 0.04% 0.04% 366 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History No change 8,646 711 0.03% 0.03% 367 0 0.0% Q2 2026 Jul 09, 2026
Windward Private Wealth Management Inc. History No change 8,475 697 0.22% 0.22% 368 0 0.0% Q2 2026 Aug 04, 2026
FIRST HORIZON CORP History No change 8,454 695 0.03% 0.03% 369 0 0.0% Q2 2026 Jul 20, 2026
William Howard & Co Financial Advisors Inc History No change 8,447 694 0.54% 0.54% 370 0 0.0% Q2 2026 Jul 09, 2026
DMC Group, LLC History No change 8,265 679 0.47% 0.47% 371 0 0.0% Q2 2026 Jul 28, 2026
CIBC WORLD MARKET INC. History No change 8,252 678 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 13, 2026
Smith Partners Wealth Management, LLC History No change 8,157 671 0.53% 0.53% 373 0 0.0% Q2 2026 Aug 10, 2026
First Western Trust Bank History No change 8,137 669 0.03% 0.03% 374 0 0.0% Q2 2026 Jul 29, 2026
Johnson Financial Group, LLC History No change 8,113 667 0.04% 0.04% 375 0 0.0% Q2 2026 Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 8,049 662 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 8,036 661 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 8,044 661 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 8,023 660 0.01% 0.01% 379 0 0.0% Q2 2026 Jul 29, 2026
Brucke Financial, Inc. History No change 7,986 657 0.29% 0.29% 380 0 0.0% Q2 2026 Jul 21, 2026
Global View Capital Management LLC History No change 7,924 651 0.13% 0.13% 381 0 0.0% Q2 2026 Jul 23, 2026
Advisory Solutions Group, LLC History No change 7,886 648 0.22% 0.22% 382 0 0.0% Q2 2026 Jul 29, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 7,819 643 0.06% 0.06% 383 0 0.0% Q2 2026 Jul 14, 2026
Strategic Blueprint, LLC History No change 7,738 636 0.03% 0.03% 384 0 0.0% Q2 2026 Jul 23, 2026
COMMERCE BANK History No change 7,712 634 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 12, 2026
RiverGlades Family Offices LLC History No change 7,701 633 0.29% 0.29% 386 0 0.0% Q2 2026 Aug 10, 2026
Integrity Wealth Solutions LLC History No change 7,684 632 0.23% 0.23% 387 0 0.0% Q2 2026 Jul 30, 2026
Ancora Advisors LLC History No change 7,677 631 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 14, 2026
Gladwyn Financial Advisors, Inc. History No change 7,579 623 0.39% 0.39% 389 0 0.0% Q2 2026 Jul 02, 2026
Pitcairn Wealth Advisors LLC History No change 7,558 621 0.07% 0.07% 390 0 0.0% Q2 2026 Aug 10, 2026
Coppell Advisory Solutions LLC History No change 46 620 0.05% 0.05% 391 0 0.0% Q2 2026 Aug 14, 2026
Financial Harvest, LLC History No change 7,534 619 0.26% 0.26% 392 0 0.0% Q2 2026 Aug 10, 2026
McAdam, LLC History No change 7,522 618 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 04, 2026
JMG Financial Group, Ltd. History No change 7,461 613 0.01% 0.01% 394 0 0.0% Q2 2026 Jul 31, 2026
Ascent Group, LLC History No change 7,390 607 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 03, 2026
Athena Investment Management History No change 7,380 607 0.36% 0.36% 396 0 0.0% Q2 2026 Aug 06, 2026
MATTERS CAPITAL LLC History No change 7,387 607 0.42% 0.42% 397 0 0.0% Q2 2026 Aug 12, 2026
McLean Asset Management Corp History No change 7,233 606 0.08% 0.08% 398 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 7,718 605 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 7,320 602 0.06% 0.06% 400 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 7,282 599 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 7,274 598 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 10, 2026
REBALANCE, LLC History No change 7,205 592 0.03% 0.03% 403 0 0.0% Q2 2026 Jul 16, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 7,100 584 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 13, 2026
Capital Group Private Client Services, Inc. History No change 7,025 577 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 12, 2026
GFS Advisors, LLC History No change 7,909 574 0.06% 0.06% 406 0 0.0% Q2 2026 Aug 04, 2026
Moisand Fitzgerald Tamayo, LLC History No change 6,981 574 0.06% 0.06% 407 0 0.0% Q2 2026 Jul 13, 2026
Morton Capital Management LLC/CA History No change 6,973 573 0.08% 0.08% 408 0 0.0% Q2 2026 Jul 23, 2026
May Hill Capital, LLC History No change 6,872 565 0.12% 0.12% 409 0 0.0% Q2 2026 Aug 07, 2026
Rehmann Capital Advisory Group History No change 6,843 563 0.03% 0.03% 410 0 0.0% Q2 2026 Aug 20, 2026
Tranquility Partners, LLC History No change 6,837 562 0.19% 0.19% 411 0 0.0% Q2 2026 Jul 23, 2026
Retirement Planning Group, LLC History No change 6,826 561 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History No change 6,804 559 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 03, 2026
Courage Miller Partners, LLC History No change 6,607 543 0.14% 0.14% 414 0 0.0% Q2 2026 Jul 23, 2026
BECKER CAPITAL MANAGEMENT INC History No change 6,584 541 0.01% 0.01% 415 0 0.0% Q2 2026 Jul 31, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 22,526 536 0.01% 0.01% 416 0 0.0% Q2 2026 Jul 17, 2026
HEADINVEST, LLC History No change 6,480 533 0.1% 0.1% 417 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 6,439 530 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 05, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 6,426 528 0.37% 0.37% 419 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 6,382 525 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 10, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 6,361 523 0.06% 0.06% 421 0 0.0% Q2 2026 Aug 10, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 6,262 515 0.26% 0.26% 422 0 0.0% Q2 2026 Jul 20, 2026
Peloton Wealth Strategists History No change 6,236 513 0.19% 0.19% 423 0 0.0% Q2 2026 Aug 10, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 6,219 512 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 11, 2026
Index Fund Advisors, Inc. History No change 6,188 509 0.02% 0.02% 425 0 0.0% Q2 2026 Aug 12, 2026
WINNACLE WEALTH LLC History No change 6,177 508 0.35% 0.35% 426 0 0.0% Q2 2026 Jul 21, 2026
Brickley Wealth Management History No change 6,143 505 0.07% 0.07% 427 0 0.0% Q2 2026 Jul 13, 2026
Richard P Slaughter Associates Inc History No change 6,108 502 0.1% 0.1% 428 0 0.0% Q2 2026 Jul 13, 2026
NWAM LLC History No change 5,996 493 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 23, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,972 491 0.01% 0.01% 430 0 0.0% Q2 2026 Jul 15, 2026
Beaird Harris Wealth Management, LLC History No change 5,861 482 0.03% 0.03% 431 0 0.0% Q2 2026 Jul 08, 2026
Pinnacle Wealth Planning Services, Inc. History No change 5,852 481 0.05% 0.05% 432 0 0.0% Q2 2026 Aug 07, 2026
Sierra Capital LLC History No change 5,723 470 0.05% 0.05% 433 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 5,666 466 0.01% 0.01% 434 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 5,651 464 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 14, 2026
Sand Hill Global Advisors, LLC History No change 5,623 462 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 11, 2026
Empower Advisory Group, LLC History No change 5,623 462 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 12, 2026
Braun-Bostich & Associates Inc. History No change 5,590 459 0.26% 0.26% 438 0 0.0% Q2 2026 Jul 24, 2026
Montecito Bank & Trust History No change 5,436 458 0.07% 0.07% 439 0 0.0% Q3 2026 Oct 01, 2026
Hexagon Capital Partners LLC History No change 5,539 455 0.06% 0.06% 440 0 0.0% Q2 2026 Aug 06, 2026
Integrated Advisors Network LLC History No change 5,464 449 0.02% 0.02% 441 0 0.0% Q2 2026 Aug 11, 2026
Michael Brady & Co., LLC History No change 5,449 448 0.4% 0.4% 442 0 0.0% Q2 2026 Aug 13, 2026
Samalin Investment Counsel, LLC History No change 5,441 447 0.14% 0.14% 443 0 0.0% Q2 2026 Jul 27, 2026
GW&K Investment Management, LLC History No change 5,402 444 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 12, 2026
Discipline Wealth Solutions, LLC History No change 5,380 442 0.04% 0.04% 445 0 0.0% Q2 2026 Jul 21, 2026
Simplicity Wealth,LLC History No change 5,273 433 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 06, 2026
Freestone Capital Holdings, LLC History No change 5,256 432 0.01% 0.01% 447 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth Advisors, Inc. History No change 5,255 432 0.09% 0.09% 448 0 0.0% Q2 2026 Jul 17, 2026
Stratos Wealth Partners, LTD. History No change 5,147 423 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 11, 2026
VISTA INVESTMENT MANAGEMENT History No change 5,098 419 0.13% 0.13% 450 0 0.0% Q2 2026 Aug 12, 2026
ARK & TLK INVESTMENTS, LLC History No change 5,069 417 0.1% 0.1% 451 0 0.0% Q2 2026 Jul 20, 2026
KFA Private Wealth Group, LLC History No change 5,044 415 0.1% 0.1% 452 0 0.0% Q2 2026 Jul 28, 2026
Rathbones Group PLC History No change 5,036 414 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 23, 2026
Compass Ion Advisors, LLC History No change 5,043 414 0.04% 0.04% 454 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 5,013 412 0.01% 0.01% 455 0 0.0% Q2 2026 Jul 28, 2026
Fort Vancouver Investment Management, LLC History No change 4,985 410 0.19% 0.19% 456 0 0.0% Q2 2026 Jul 29, 2026
HUNTINGTON NATIONAL BANK History No change 4,956 407 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 13, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 4,820 396 0.31% 0.31% 458 0 0.0% Q2 2026 Jul 22, 2026
UPTICK PARTNERS, LLC History No change 4,713 387 0.06% 0.06% 459 0 0.0% Q2 2026 Aug 10, 2026
Biltmore Family Office, LLC History No change 4,665 383 0.05% 0.05% 460 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY ADVISORS, INC. History No change 4,626 380 0.26% 0.26% 461 0 0.0% Q2 2026 Jul 24, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 4,609 379 0.05% 0.05% 462 0 0.0% Q2 2026 Jul 20, 2026
Armstrong, Fleming & Moore, Inc History No change 4,616 379 0.13% 0.13% 463 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 4,572 376 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 03, 2026
Crescent Grove Advisors, LLC History No change 4,568 375 0.03% 0.03% 465 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 4,509 371 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 15, 2026
Factor Wealth Management LTD History No change 4,443 365 0.06% 0.06% 467 0 0.0% Q2 2026 Jul 07, 2026
Galvin, Gaustad & Stein, LLC History No change 4,425 364 0.03% 0.03% 468 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History No change 4,421 363 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 12, 2026
LongView Wealth Management History No change 4,414 363 0.09% 0.09% 470 0 0.0% Q2 2026 Jul 17, 2026
Embree Financial Group History No change 4,403 362 0.04% 0.04% 471 0 0.0% Q2 2026 Jul 15, 2026
REGIONS FINANCIAL CORP History No change 4,386 360 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 10, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 4,299 353 0.07% 0.07% 473 0 0.0% Q2 2026 Jul 02, 2026
Rockingstone Advisors LLC History No change 4,245 349 0.14% 0.14% 474 0 0.0% Q2 2026 Jul 13, 2026
Latitude Advisors, LLC History No change 4,201 345 0.14% 0.14% 475 0 0.0% Q2 2026 Jul 27, 2026
Belleair Asset Management, LLC History No change 4,203 345 0.29% 0.29% 476 0 0.0% Q2 2026 Jul 15, 2026
Mullaney, Keating & Wright, Inc. History No change 4,192 344 0.17% 0.17% 477 0 0.0% Q2 2026 Jul 14, 2026
STEPHENS INC /AR/ History No change 4,160 342 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 29, 2026
Valeo Financial Advisors, LLC History No change 4,161 342 0.01% 0.01% 479 0 0.0% Q2 2026 Jul 08, 2026
BOK Financial Private Wealth, Inc. History No change 4,100 337 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 07, 2026
Belpointe Asset Management LLC History No change 4,091 336 0.01% 0.01% 481 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 4,091 336 0.04% 0.04% 482 0 0.0% Q2 2026 Jul 31, 2026
Vannoy Advisory Group, Inc. History No change 4,086 336 0.19% 0.19% 483 0 0.0% Q2 2026 Jul 22, 2026
Legacy Edge Advisors, LLC History No change 4,087 336 0.03% 0.03% 484 0 0.0% Q2 2026 Aug 11, 2026
Wealth Preservation Advisors, LLC History No change 4,063 334 0.19% 0.19% 485 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 3,996 328 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 3,976 327 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 07, 2026
TRUEFG, LLC History No change 3,980 327 0.08% 0.08% 488 0 0.0% Q2 2026 Jul 16, 2026
GARRISON POINT ADVISORS, LLC History No change 3,927 323 0.13% 0.13% 489 0 0.0% Q2 2026 Jul 31, 2026
MFA Wealth Services History No change 3,919 322 0.19% 0.19% 490 0 0.0% Q2 2026 Jul 21, 2026
Allspring Global Investments Holdings, LLC History No change 3,795 317 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 13, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 3,801 312 0.04% 0.04% 492 0 0.0% Q2 2026 Jul 09, 2026
Beckerman Institutional, LLC History No change 3,799 312 0.15% 0.15% 493 0 0.0% Q2 2026 Aug 11, 2026
FIRST INTERSTATE BANK History No change 3,700 304 0.02% 0.02% 494 0 0.0% Q2 2026 Jul 24, 2026
Hemenway Trust Co LLC History No change 3,700 304 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 10, 2026
STEVENS CAPITAL PARTNERS History No change 3,696 304 0.06% 0.06% 496 0 0.0% Q2 2026 Aug 07, 2026
Jacobs Equity LLC History No change 3,684 303 0.21% 0.21% 497 0 0.0% Q2 2026 Aug 14, 2026
Meridian Financial Advisors, LLC History No change 3,675 302 0.15% 0.15% 498 0 0.0% Q2 2026 Jul 22, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 3,451 296 0.18% 0.18% 499 0 0.0% Q2 2026 Aug 07, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 3,584 294 0.02% 0.02% 500 0 0.0% Q2 2026 Jul 07, 2026
Bestgate Wealth Advisors, LLC History No change 3,575 294 0.47% 0.47% 501 0 0.0% Q2 2026 Jul 29, 2026
Dynamic Financial Group History No change 3,577 294 0.22% 0.22% 502 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Financial Management LLC History No change 3,555 292 0.23% 0.23% 503 0 0.0% Q2 2026 Aug 28, 2026
RiverFront Investment Group, LLC History No change 3,534 290 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 29, 2026
Columbus Macro, LLC History No change 3,528 290 0.03% 0.03% 505 0 0.0% Q2 2026 Jul 22, 2026
Greenspring Advisors, LLC History No change 3,536 290 0.02% 0.02% 506 0 0.0% Q2 2026 Aug 11, 2026
Key FInancial Inc History No change 3,504 288 0.05% 0.05% 507 0 0.0% Q2 2026 Jul 24, 2026
LPWM LLC History No change 3,489 287 0.06% 0.06% 508 0 0.0% Q2 2026 Jul 24, 2026
Upper Left Wealth Management, LLC History No change 3,498 287 0.16% 0.16% 509 0 0.0% Q2 2026 Jul 14, 2026
TRUST CO OF VERMONT History No change 3,483 286 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 07, 2026
Stone Summit Wealth LLC History No change 3,483 286 0.07% 0.07% 511 0 0.0% Q2 2026 Jul 23, 2026
CEERA INVESTMENTS, LLC History No change 3,475 285 0.12% 0.12% 512 0 0.0% Q2 2026 Aug 05, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 3,422 282 0.18% 0.18% 513 0 0.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History No change 3,392 279 0.01% 0.01% 514 0 0.0% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History No change 3,323 276 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 3,323 276 0.0% 0.0% 516 0 0.0% Q2 2026 Jul 29, 2026
Fee-Only Financial Planning, L.C. History No change 3,350 275 0.15% 0.15% 517 0 0.0% Q2 2026 Jul 29, 2026
Frazier Financial Advisors, LLC History No change 3,355 275 0.14% 0.14% 518 0 0.0% Q2 2026 Aug 10, 2026
DAVIDSON TRUST CO History No change 3,335 274 0.11% 0.11% 519 0 0.0% Q2 2026 Jul 29, 2026
Essex Financial Services, Inc. History No change 3,340 274 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 10, 2026
Sentinel Advisory Group, LLC History No change 3,323 273 0.11% 0.11% 521 0 0.0% Q2 2026 Jul 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 3,268 269 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 3,225 265 0.03% 0.03% 523 0 0.0% Q2 2026 Jul 27, 2026
Segment Wealth Management, LLC History No change 3,170 260 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 16, 2026
Facet Wealth, Inc. History No change 3,163 260 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 27, 2026
Aspect Partners, LLC History No change 3,111 255 0.1% 0.1% 526 0 0.0% Q2 2026 Jul 16, 2026
Foster Victor Wealth Advisors, LLC History No change 3,054 253 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History No change 3,075 252 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 06, 2026
Linscomb Wealth, Inc. History No change 3,044 250 0.01% 0.01% 529 0 0.0% Q2 2026 Jul 31, 2026
Aurelius Family Office LLC History No change 3,049 250 0.1% 0.1% 530 0 0.0% Q2 2026 Jul 13, 2026
Prospera Capital Management, LLC History No change 2,959 250 0.08% 0.08% 531 0 0.0% Q2 2026 Jul 27, 2026
NorthRock Partners, LLC History No change 3,018 248 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 11, 2026
Colorado Capital Management, Inc. History No change 3,017 248 0.08% 0.08% 533 0 0.0% Q2 2026 Jul 08, 2026
XTX Topco Ltd History No change 3,013 247 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 14, 2026
Meeder Advisory Services, Inc. History No change 2,998 246 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 07, 2026
Heck Capital Advisors, LLC History No change 2,960 243 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 10, 2026
Michels Family Financial, LLC History No change 2,960 243 0.16% 0.16% 537 0 0.0% Q2 2026 Aug 14, 2026
Williams Jones Wealth Management, LLC. History No change 2,938 241 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 05, 2026
Robertson Stephens Wealth Management, LLC History No change 2,894 238 0.01% 0.01% 539 0 0.0% Q2 2026 Jul 29, 2026
CLARIS ADVISORS, LLC / MO / History No change 2,890 237 0.06% 0.06% 540 0 0.0% Q2 2026 Jul 21, 2026
Werba Rubin Papier Wealth Management History No change 2,874 236 0.03% 0.03% 541 0 0.0% Q2 2026 Jul 27, 2026
GHP Investment Advisors, Inc. History No change 2,850 234 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 17, 2026
Sigma Planning Corp History No change 2,853 234 0.01% 0.01% 543 0 0.0% Q2 2026 Aug 07, 2026
Berger Financial Group, Inc History No change 2,769 227 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 04, 2026
COREPATH WEALTH PARTNERS LLC History No change 2,749 227 0.14% 0.14% 545 0 0.0% Q2 2026 Jul 09, 2026
Granite Harbor Advisors, Inc. History No change 2,761 227 0.09% 0.09% 546 0 0.0% Q2 2026 Jul 31, 2026
Note Advisors, LLC History No change 2,764 227 0.1% 0.1% 547 0 0.0% Q2 2026 Aug 14, 2026
Maltin Wealth Management, Inc. History No change 2,747 225 0.08% 0.08% 548 0 0.0% Q2 2026 Jul 22, 2026
Vistica Wealth Advisors, LLC History No change 2,743 225 0.19% 0.19% 549 0 0.0% Q2 2026 Jul 27, 2026
Ground Swell Capital, LLC History No change 2,715 223 0.24% 0.24% 550 0 0.0% Q2 2026 Aug 05, 2026
Montis Financial, LLC History No change 2,675 220 0.04% 0.04% 551 0 0.0% Q2 2026 Aug 05, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 2,648 217 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 23, 2026
SJS Investment Consulting Inc. History No change 2,638 217 0.02% 0.02% 553 0 0.0% Q2 2026 Jul 22, 2026
GREENLEAF TRUST History No change 2,632 216 0.0% 0.0% 554 0 0.0% Q2 2026 Jul 21, 2026
AdvisorNet Financial, Inc History No change 2,605 214 0.01% 0.01% 555 0 0.0% Q2 2026 Jul 23, 2026
Krilogy Financial LLC History No change 2,564 210 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 27, 2026
Fingerlakes Wealth Management, Inc. History No change 2,544 209 0.11% 0.11% 557 0 0.0% Q2 2026 Jul 23, 2026
New Covenant Trust Company, N.A. History No change 2,552 209 0.16% 0.16% 558 0 0.0% Q2 2026 Jul 13, 2026
BENJAMIN EDWARDS INC History No change 2,528 207 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 24, 2026
CURIO WEALTH, LLC History No change 2,522 207 0.06% 0.06% 560 0 0.0% Q2 2026 Aug 07, 2026
HighPoint Advisor Group LLC History No change 2,486 204 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 05, 2026
Gemmer Asset Management LLC History No change 2,468 203 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 15, 2026
Lynx Investment Advisory History No change 2,468 203 0.07% 0.07% 563 0 0.0% Q2 2026 Jul 27, 2026
Park Place Capital Corp History No change 2,463 202 0.03% 0.03% 564 0 0.0% Q2 2026 Aug 13, 2026
GUIDANCE CAPITAL, INC History No change 2,411 200 0.04% 0.04% 565 0 0.0% Q2 2026 Jul 20, 2026
Princeton Global Asset Management LLC History No change 2,399 197 0.03% 0.03% 566 0 0.0% Q2 2026 Jul 16, 2026
PINNEY & SCOFIELD, INC. History No change 2,390 196 0.1% 0.1% 567 0 0.0% Q2 2026 Aug 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 2,334 192 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 03, 2026
Longview Financial Advisors LLC History No change 2,036 167 0.08% 0.08% 569 0 0.0% Q2 2026 Jul 14, 2026
AlphaCore Capital LLC History No change 1,945 160 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 06, 2026
Owl Creek Wealth Partners LLC History No change 1,909 157 0.05% 0.05% 571 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History No change 1,900 156 0.01% 0.01% 572 0 0.0% Q2 2026 Jul 22, 2026
BAYBAN History No change 1,900 156 0.12% 0.12% 573 0 0.0% Q2 2026 Jul 30, 2026
Miller Global Investments, LLC History No change 1,843 155 0.13% 0.13% 574 0 0.0% Q3 2026 Oct 02, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,787 147 0.03% 0.03% 575 0 0.0% Q2 2026 Jul 15, 2026
Glassman Wealth Services History No change 1,786 146 0.02% 0.02% 576 0 0.0% Q2 2026 Aug 05, 2026
New Republic Capital, LLC History No change 1,785 146 0.03% 0.03% 577 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Union Bankshares Corp History No change 1,772 145 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 11, 2026
CDKV HOLDINGS LLC History No change 1,766 145 0.11% 0.11% 579 0 0.0% Q2 2026 Jul 30, 2026
TFC Financial Management, Inc. History No change 1,726 142 0.02% 0.02% 580 0 0.0% Q2 2026 Jul 23, 2026
CITY HOLDING CO History No change 1,700 139 0.02% 0.02% 581 0 0.0% Q2 2026 Jul 10, 2026
Sage Mountain Advisors LLC History No change 1,695 139 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 05, 2026
WOLFF WIESE MAGANA LLC History No change 1,638 134 0.06% 0.06% 583 0 0.0% Q2 2026 Jul 13, 2026
LANARK FINANCIAL, INC. History No change 1,614 132 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 21, 2026
Tanglewood Legacy Advisors, LLC History No change 1,615 132 0.04% 0.04% 585 0 0.0% Q2 2026 Aug 10, 2026
Bravera Wealth History No change 1,548 127 0.05% 0.05% 586 0 0.0% Q2 2026 Jul 23, 2026
GAMMA Investing LLC History No change 1,481 121 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 07, 2026
HORIZON BANCORP INC /IN/ History No change 1,456 120 0.06% 0.06% 588 0 0.0% Q2 2026 Aug 04, 2026
Spire Wealth Management History No change 1,469 120 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,439 118 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 28, 2026
WealthCollab, LLC History No change 1,332 109 0.04% 0.04% 591 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 1,262 103 0.01% 0.01% 592 0 0.0% Q2 2026 Jul 28, 2026
Capital Advisors, Ltd. LLC History No change 1,254 103 0.01% 0.01% 593 0 0.0% Q2 2026 Jul 16, 2026
Capital Investment Advisory Services, LLC History No change 1,209 99 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,181 97 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 06, 2026
Addison Advisors LLC History No change 1,159 95 0.04% 0.04% 596 0 0.0% Q2 2026 Aug 10, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 1,123 94 0.03% 0.03% 597 0 0.0% Q3 2026 Oct 01, 2026
PRIVATE TRUST CO NA History No change 1,129 92 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 28, 2026
Grove Bank & Trust History No change 1,130 92 0.01% 0.01% 599 0 0.0% Q2 2026 Jul 07, 2026
Copia Wealth Management History No change 1,120 92 0.06% 0.06% 600 0 0.0% Q2 2026 Aug 17, 2026
Indiana Trust & Investment Management Co History No change 1,089 89 0.02% 0.02% 601 0 0.0% Q2 2026 Jul 22, 2026
Finley Financial, LLC History No change 1,050 86 0.03% 0.03% 602 0 0.0% Q2 2026 Jul 08, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 1,036 85 0.09% 0.09% 603 0 0.0% Q2 2026 Aug 10, 2026
Westside Investment Management, Inc. History No change 1,041 85 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 976 80 0.02% 0.02% 605 0 0.0% Q2 2026 Jul 07, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 922 75 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 21, 2026
High Note Wealth, LLC History No change 901 74 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 23, 2026
PARK NATIONAL CORP /OH/ History No change 890 73 0.0% 0.0% 608 0 0.0% Q2 2026 Jul 15, 2026
JDM Financial Group LLC History No change 875 71 0.02% 0.02% 609 0 0.0% Q2 2026 Aug 17, 2026
CENTRAL TRUST Co History No change 850 69 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 31, 2026
Oakmont Advisory Group, LLC History No change 840 69 0.06% 0.06% 611 0 0.0% Q2 2026 Aug 03, 2026
ELEVATE WEALTH ADVISORY, INC History No change 838 68 0.04% 0.04% 612 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 806 66 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 21, 2026
Kilter Group LLC History No change 792 65 0.02% 0.02% 614 0 0.0% Q2 2026 Aug 11, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 802 65 0.05% 0.05% 615 0 0.0% Q2 2026 Aug 11, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 770 63 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 17, 2026
MONTAG A & ASSOCIATES INC History No change 760 62 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 05, 2026
Harbor Asset Planning, Inc. History No change 764 62 0.05% 0.05% 618 0 0.0% Q2 2026 Jul 22, 2026
Vanguard National Trust Co History No change 750 61 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 714 59 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 22, 2026
City State Bank History No change 722 59 0.01% 0.01% 621 0 0.0% Q2 2026 Jul 14, 2026
JNBA Financial Advisors History No change 700 57 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 23, 2026
VANGUARD ADVISERS INC History No change 686 56 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 688 56 0.02% 0.02% 624 0 0.0% Q2 2026 Aug 07, 2026
MeadowBrook Investment Advisors LLC History No change 663 54 0.04% 0.04% 625 0 0.0% Q2 2026 Jul 20, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 646 53 0.03% 0.03% 626 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 624 51 0.02% 0.02% 627 0 0.0% Q2 2026 Aug 05, 2026
Cranbrook Wealth Management, LLC History No change 623 51 0.01% 0.01% 628 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 606 49 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 23, 2026
Perkins Coie Trust Co History No change 568 46 0.01% 0.01% 630 0 0.0% Q2 2026 Jul 09, 2026
Godfrey Financial Associates, Inc. History No change 570 46 0.04% 0.04% 631 0 0.0% Q2 2026 Aug 11, 2026
Tradewinds Capital Management, LLC History No change 527 43 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 23, 2026
Align Financial, LLC History No change 534 43 0.02% 0.02% 633 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN NATIONAL BANK & TRUST History No change 521 42 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 22, 2026
Atlantic Edge Private Wealth Management, LLC History No change 516 42 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 23, 2026
High Point Wealth Management, LLC History No change 500 41 0.03% 0.03% 636 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 497 40 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 24, 2026
HOWE & RUSLING INC History No change 483 39 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 10, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 463 38 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 28, 2026
C M BIDWELL & ASSOCIATES LTD History No change 451 37 0.02% 0.02% 640 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 451 37 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 12, 2026
N.E.W. Advisory Services LLC History No change 429 35 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 06, 2026
Fairway Wealth LLC History No change 434 35 0.01% 0.01% 643 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 405 33 0.01% 0.01% 644 0 0.0% Q2 2026 Aug 07, 2026
DiNuzzo Private Wealth, Inc. History No change 405 33 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 10, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 406 33 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 395 32 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Co / SC History No change 388 31 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 11, 2026
Glass Jacobson Investment Advisors llc History No change 370 30 0.01% 0.01% 649 0 0.0% Q2 2026 Jul 30, 2026
Murphy & Mullick Capital Management Corp History No change 369 30 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 359 29 0.01% 0.01% 651 0 0.0% Q2 2026 Jul 30, 2026
Benson Wealth Management INC History No change 361 29 0.03% 0.03% 652 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 341 28 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 11, 2026
TUCKER ASSET MANAGEMENT LLC History No change 345 28 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 27, 2026
Sunrise Financial Services, LLC History No change 350 28 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 340 27 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 334 27 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 14, 2026
MRP Capital Investments, LLC History No change 331 27 0.02% 0.02% 658 0 0.0% Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 318 26 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 326 26 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 06, 2026
Strive Financial Group ,LLC History No change 317 26 0.01% 0.01% 661 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 309 25 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History No change 299 24 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 11, 2026
Coston, McIsaac & Partners History No change 301 24 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 12, 2026
Medallion Wealth Advisors, LLC History No change 293 24 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 291 23 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 12, 2026
Pacifica Partners Inc. History No change 278 23 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 13, 2026
TSFG, LLC History No change 279 23 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 23, 2026
Register Financial Advisors LLC History No change 288 23 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 15, 2026
Key Capital Management, INC History No change 291 23 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History No change 274 22 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 24, 2026
Dogwood Wealth Management LLC History No change 274 22 0.01% 0.01% 672 0 0.0% Q2 2026 Jul 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 256 21 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 08, 2026
TOMPKINS FINANCIAL CORP History No change 261 21 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 15, 2026
Marquette Asset Management, LLC History No change 264 21 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 09, 2026
Russell Investments Group, Ltd. History No change 260 21 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 06, 2026
Corsicana & Co. History No change 261 21 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 24, 2026
Nemes Rush Group LLC History No change 256 21 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 250 20 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 14, 2026
Private Wealth Asset Management, LLC History No change 251 20 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 230 18 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 30, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 222 18 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 27, 2026
KERR FINANCIAL PLANNING Corp History No change 220 18 0.02% 0.02% 683 0 0.0% Q2 2026 Jul 02, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 211 17 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 13, 2026
Wagner Wealth Management, LLC History No change 214 17 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 24, 2026
Rosenberg Matthew Hamilton History No change 202 16 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 17, 2026
Lodestone Wealth Management LLC History No change 200 16 0.01% 0.01% 687 0 0.0% Q2 2026 Jul 23, 2026
S&T BANK/PA History No change 191 15 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 12, 2026
Downshift Financial, LLC History No change 194 15 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 12, 2026
EASTERN BANK History No change 181 14 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 01, 2026
CNB Bank History No change 165 13 0.01% 0.01% 691 0 0.0% Q2 2026 Aug 06, 2026
Financial Perspectives, Inc History No change 162 13 0.0% 0.0% 692 0 0.0% Q2 2026 Jul 24, 2026
1015 Capital Partners, LLC History No change 170 13 0.01% 0.01% 693 0 0.0% Q2 2026 Jul 21, 2026
Robinswood Financial LLC History No change 160 13 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 167 13 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 07, 2026
First Pacific Financial History No change 157 12 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 20, 2026
Newton One Investments LLC History No change 153 12 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 22, 2026
Cherry Tree Wealth Management, LLC History No change 153 12 0.0% 0.0% 698 0 0.0% Q2 2026 Sep 15, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 147 12 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 07, 2026
Monetary Solutions, Ltd History No change 157 12 0.01% 0.01% 700 0 0.0% Q2 2026 Jul 23, 2026
CX Institutional History No change 130 11 0.0% 0.0% 701 0 0.0% Q3 2026 Oct 02, 2026
Avion Wealth History No change 143 11 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 31, 2026
Elevated Capital Advisors, LLC History No change 143 11 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 03, 2026
FAS Wealth Partners, Inc. History No change 125 10 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 29, 2026
Spectrum Wealth Advisory Group, LLC History No change 125 10 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 06, 2026
VIMA LLC History No change 124 10 0.01% 0.01% 706 0 0.0% Q2 2026 Jul 24, 2026
Dorato Capital Management History No change 120 10 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 119 9 0.0% 0.0% 708 0 0.0% Q2 2026 Sep 02, 2026
CVA Family Office, LLC History No change 120 9 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 07, 2026
Washington Trust Advisors, Inc. History No change 117 9 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 29, 2026
ROGCO, LP History No change 113 9 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 30, 2026
Networth Advisors, LLC History No change 120 9 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 22, 2026
Arlington Trust Co LLC History No change 100 8 0.0% 0.0% 713 0 0.0% Q2 2026 Jul 07, 2026
Hilton Head Capital Partners, LLC History No change 102 8 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 27, 2026
Versant Capital Management, Inc History No change 87 7 0.0% 0.0% 715 0 0.0% Q3 2026 Oct 01, 2026
Blue Trust, Inc. History No change 95 7 0.0% 0.0% 716 0 0.0% Q2 2026 Jul 21, 2026
Covestor Ltd History No change 82 7 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 07, 2026
Smallwood Wealth Investment Management, LLC History No change 96 7 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 23, 2026
Provenance Wealth Advisors, LLC History No change 87 7 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 24, 2026
United Financial Planning Group LLC History No change 95 7 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 06, 2026
Roxbury Financial LLC History Added to 80 6 0.0% 0.0% 725 +52 185.71% Q3 2026 Oct 01, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 77 6 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Bancorp, Inc. History No change 74 6 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 28, 2026
Citizens National Bank Trust Department History No change 75 6 0.0% 0.0% 723 0 0.0% Q2 2026 Jul 22, 2026
Piscataqua Savings Bank History No change 75 6 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 09, 2026
Wilkerson Advisory Group LLC History No change 74 6 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 21, 2026
Essential Investment Partners LLC History No change 80 6 0.0% 0.0% 727 0 0.0% Q2 2026 Jul 15, 2026
FIRST COMMUNITY TRUST NA History No change 62 5 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 10, 2026
MCDONALD PARTNERS LLC History No change 64 5 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 28, 2026
JFS WEALTH ADVISORS, LLC History No change 65 5 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 10, 2026
Concord Wealth Partners History No change 61 5 0.0% 0.0% 731 0 0.0% Q2 2026 Jul 27, 2026
Bell Investment Advisors, Inc History No change 70 5 0.0% 0.0% 732 0 0.0% Q2 2026 Aug 06, 2026
Burk Holdings LLC History No change 71 5 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 12, 2026
Walsh & Associates, LLC History No change 67 5 0.0% 0.0% 734 0 0.0% Q2 2026 Jul 21, 2026
LOWE BROCKENBROUGH & CO INC History No change 57 4 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 03, 2026
VALLEY NATIONAL ADVISERS INC History No change 54 4 0.0% 0.0% 736 0 0.0% Q2 2026 Jul 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 58 4 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 54 4 0.0% 0.0% 738 0 0.0% Q2 2026 Jul 22, 2026
YANKCOM Partnership History No change 58 4 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 21, 2026
Hickory Point Bank & Trust History No change 53 4 0.0% 0.0% 740 0 0.0% Q3 2026 Oct 01, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 44 3 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 16, 2026
MassMutual Private Wealth & Trust, FSB History No change 44 3 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 02, 2026
Winch Advisory Services, LLC History No change 40 3 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 06, 2026
Anchor Investment Management, LLC History No change 42 3 0.0% 0.0% 744 0 0.0% Q2 2026 Sep 15, 2026
EPG Wealth Management LLC History No change 46 3 0.0% 0.0% 745 0 0.0% Q2 2026 Jul 28, 2026
DHJJ Financial Advisors, Ltd. History No change 40 3 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 24, 2026
IMG Wealth Management, Inc. History No change 40 3 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 45 3 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 45 3 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 10, 2026
SYM FINANCIAL Corp History No change 25 2 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 04, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 25 2 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 20, 2026
Providence Capital Advisors, LLC History No change 34 2 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 11, 2026
Founders Financial Alliance, LLC History No change 29 2 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 04, 2026
PITTENGER & ANDERSON INC History No change 20 1 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Trust, LLC History No change 13 1 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 06, 2026
Powell Investment Advisors, LLC History No change 13 1 0.0% 0.0% 756 0 0.0% Q2 2026 Jul 28, 2026
Lloyd Advisory Services, LLC. History No change 13 1 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 07, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 22 1 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 14, 2026
Synergy Investment Management, LLC History No change 22 1 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 15 1 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 22, 2026
Markowski Investments History No change 22 1 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 13, 2026
ALERUS FINANCIAL NA History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
SFAM, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 12 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Cape Investment Advisory, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Kingdom Financial Group LLC. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Talon Private Wealth, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Sep 11, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 12 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Fourth Dimension Wealth, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Silver Grove Financial Group, Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Planning Strategies Inc. History No change 8 0 — — — 0 0.0% Q3 2026 Oct 02, 2026