iSHARES TRUST - SHV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 18,148,134 2,002,646 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 5,415,604 597,612 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 4,646,794 512,773 0.08% 0.08% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 3,934,832 434,208 0.1% 0.1% 4 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 3,198,846 352,992 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 2,133,613 235,444 0.45% 0.45% 6 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Retirement, LLC History No change 1,478,117 162,903 8.93% 8.93% 7 0 0.0% Q2 2026 Aug 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 1,444,594 159,472 0.99% 0.99% 8 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,445,040 159,460 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,399,431 154,427 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,380,764 152,353 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 1,298,292 143,266 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,111,769 122,270 0.2% 0.2% 13 0 0.0% Q2 2026 Jul 15, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,019,769 112,531 0.03% 0.03% 14 0 0.0% Q2 2026 Sep 23, 2026
AMERIPRISE FINANCIAL INC History No change 1,001,611 110,547 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 817,426 90,202 3.52% 3.52% 16 0 0.0% Q2 2026 Aug 14, 2026
Trust Co History No change 806,478 88,994 8.03% 8.03% 17 0 0.0% Q2 2026 Jul 10, 2026
Americana Partners, LLC History No change 772,181 85,210 1.92% 1.92% 18 0 0.0% Q2 2026 Aug 05, 2026
Marks Wealth, LLC History No change 756,645 83,495 18.07% 18.07% 19 0 0.0% Q2 2026 Jul 29, 2026
ASSETMARK, INC History No change 736,803 81,306 0.14% 0.14% 20 0 0.0% Q2 2026 Jul 30, 2026
STIFEL FINANCIAL CORP History No change 672,540 74,214 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 12, 2026
Townsend & Associates, Inc History No change 664,440 73,261 6.24% 6.24% 22 0 0.0% Q2 2026 Jul 22, 2026
Oakworth Capital, Inc. History No change 610,581 67,273 3.2% 3.2% 23 0 0.0% Q2 2026 Jul 22, 2026
White Lighthouse Investment Management Inc. History No change 606,646 66,943 8.34% 8.34% 24 0 0.0% Q2 2026 Aug 04, 2026
Betterment LLC History No change 599,791 66,187 0.11% 0.11% 25 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 589,227 65,021 0.1% 0.1% 26 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 587,723 64,855 0.67% 0.67% 27 0 0.0% Q2 2026 Aug 14, 2026
Cynosure Group, LLC History No change 545,206 60,163 9.04% 9.04% 28 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 539,468 59,530 0.07% 0.07% 29 0 0.0% Q2 2026 Jul 28, 2026
Cetera Investment Advisers History No change 528,797 58,352 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 495,679 54,698 0.36% 0.36% 31 0 0.0% Q2 2026 Aug 10, 2026
Acorns Advisers, LLC History No change 493,047 54,408 0.35% 0.35% 32 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 481,633 53,148 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 452,880 49,975 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 436,816 48,202 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 435,183 48,022 0.06% 0.06% 36 0 0.0% Q2 2026 Jul 29, 2026
Hansen & Associates Financial Group, Inc. History No change 427,909 47,117 27.0% 27.0% 37 0 0.0% Q2 2026 Jul 20, 2026
Penserra Capital Management LLC History No change 422,712 46,646 0.36% 0.36% 38 0 0.0% Q2 2026 Aug 13, 2026
LaSalle St. Investment Advisors, LLC History No change 414,903 45,784 5.6% 5.6% 39 0 0.0% Q2 2026 Aug 11, 2026
Able Wealth Management LLC History No change 392,113 43,269 9.93% 9.93% 40 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 386,432 42,642 0.65% 0.65% 41 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 377,443 41,650 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 375,442 41,430 0.19% 0.19% 43 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 368,101 40,619 0.08% 0.08% 44 0 0.0% Q2 2026 Aug 07, 2026
BANK OF NOVA SCOTIA History No change 364,255 40,527 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 12, 2026
Banco Santander, S.A. History No change 350,783 38,708 0.24% 0.24% 46 0 0.0% Q2 2026 Jul 29, 2026
Bulltick Wealth Management, LLC History No change 347,973 38,398 7.83% 7.83% 47 0 0.0% Q2 2026 Jul 30, 2026
FINANCIAL CONSULATE, INC History No change 347,758 38,375 4.27% 4.27% 48 0 0.0% Q2 2026 Jul 23, 2026
Cerity Partners LLC History No change 342,210 37,763 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 295,245 32,580 0.37% 0.37% 50 0 0.0% Q2 2026 Aug 12, 2026
MASECO LLP History No change 292,859 32,315 0.91% 0.91% 51 0 0.0% Q2 2026 Aug 05, 2026
Fund Evaluation Group, LLC History No change 281,843 31,101 0.84% 0.84% 52 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 276,343 30,498 0.04% 0.04% 53 0 0.0% Q2 2026 Aug 14, 2026
Client First Capital LLC History No change 276,188 30,477 12.14% 12.14% 54 0 0.0% Q2 2026 Jul 10, 2026
OPPENHEIMER & CO INC History No change 272,788 30,102 0.32% 0.32% 55 0 0.0% Q2 2026 Aug 03, 2026
Family Manage LLC History No change 269,055 29,690 3.05% 3.05% 56 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 266,847 29,446 0.35% 0.35% 57 0 0.0% Q2 2026 Aug 13, 2026
Allred Capital Management, LLC History No change 261,023 28,803 9.46% 9.46% 58 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 257,114 28,373 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 05, 2026
Bull Oak Capital, LLC History No change 251,810 27,787 9.26% 9.26% 60 0 0.0% Q2 2026 Aug 10, 2026
Mullooly Asset Management, Inc. History No change 248,775 27,451 8.45% 8.45% 61 0 0.0% Q2 2026 Aug 05, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 244,953 27,030 3.79% 3.79% 62 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 240,783 26,570 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 12, 2026
Alpha Zero LLC History No change 233,407 25,723 9.75% 9.75% 64 0 0.0% Q2 2026 Jul 17, 2026
HighTower Advisors, LLC History No change 215,968 23,832 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 05, 2026
Legacy Advisory Services, LLC History No change 209,359 23,102 16.26% 16.26% 66 0 0.0% Q2 2026 Jul 21, 2026
AdvisorNet Financial, Inc History No change 201,808 22,269 1.02% 1.02% 67 0 0.0% Q2 2026 Jul 23, 2026
Mariner, LLC History No change 196,256 21,656 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 186,738 20,600 0.15% 0.16% 69 +3,436 1.87% Q3 2026 Oct 08, 2026
FIFTH THIRD BANCORP History No change 183,040 20,198 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 05, 2026
M. Kulyk & Associates, LLC History No change 182,329 20,120 3.28% 3.28% 71 0 0.0% Q2 2026 Aug 07, 2026
SIMON QUICK ADVISORS, LLC History No change 179,338 19,789 0.8% 0.8% 72 0 0.0% Q2 2026 Jul 28, 2026
HSBC HOLDINGS PLC History No change 178,734 19,721 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 175,051 19,316 1.2% 1.2% 74 0 0.0% Q2 2026 Aug 12, 2026
Northwest Quadrant Wealth Management, LLC History No change 174,316 19,235 3.56% 3.56% 75 0 0.0% Q2 2026 Aug 13, 2026
Sulzberger Capital Advisors, Inc. History No change 172,589 19,045 18.59% 18.59% 76 0 0.0% Q2 2026 Jul 17, 2026
STABLEFORD CAPITAL II LLC History Added to 170,904 18,854 6.54% 6.3% 77 +5,995 3.64% Q3 2026 Oct 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 170,581 18,823 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 12, 2026
Highland Investment Advisors LLC History No change 162,201 17,898 7.8% 7.8% 79 0 0.0% Q2 2026 Aug 13, 2026
Sierra Legacy Group History No change 161,125 17,780 13.78% 13.78% 80 0 0.0% Q2 2026 Jul 17, 2026
Financial Engines Advisors L.L.C. History No change 155,977 17,212 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 14, 2026
IPG Investment Advisors LLC History No change 154,873 17,090 2.46% 2.46% 82 0 0.0% Q2 2026 Aug 12, 2026
Fairvoy Private Wealth, LLC History No change 154,476 17,046 3.45% 3.45% 83 0 0.0% Q2 2026 Jul 17, 2026
IronBridge Private Wealth, LLC History No change 153,098 16,894 5.55% 5.55% 84 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 149,301 16,475 0.05% 0.05% 85 0 0.0% Q2 2026 Aug 12, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 148,967 16,438 0.31% 0.31% 86 0 0.0% Q2 2026 Aug 13, 2026
KFA Private Wealth Group, LLC History Reduced 148,856 16,421 3.86% 4.0% 87 -1,632 -1.08% Q3 2026 Oct 07, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 145,546 16,061 5.66% 5.66% 88 0 0.0% Q2 2026 Jul 30, 2026
Mascoma Wealth Management LLC History No change 144,244 15,917 2.95% 2.95% 89 0 0.0% Q2 2026 Jul 24, 2026
Silicon Valley Capital Partners History No change 143,321 15,815 1.28% 1.28% 90 0 0.0% Q2 2026 Sep 21, 2026
NerdWallet Wealth Partners, LLC History No change 141,289 15,591 5.37% 5.37% 91 0 0.0% Q2 2026 Jul 07, 2026
KWMG, LLC History Added to 140,701 15,522 1.12% 1.05% 92 +8,754 6.63% Q3 2026 Oct 07, 2026
Beacon Pointe Advisors, LLC History No change 135,360 14,936 0.07% 0.07% 93 0 0.0% Q2 2026 Aug 18, 2026
CWA Asset Management Group, LLC History No change 133,320 14,711 0.45% 0.45% 94 0 0.0% Q2 2026 Jul 14, 2026
Smithfield Trust Co History No change 132,973 14,677 0.59% 0.59% 95 0 0.0% Q2 2026 Aug 05, 2026
Blueprint Investment Partners LLC History No change 126,917 14,005 1.17% 1.17% 96 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial, LLC History No change 126,844 13,997 0.15% 0.15% 97 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 123,803 13,661 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 118,070 13,028 0.08% 0.08% 99 0 0.0% Q2 2026 Aug 17, 2026
Wealthspire Advisors, LLC History No change 114,598 12,645 0.07% 0.07% 100 0 0.0% Q2 2026 Aug 11, 2026
Midwest Professional Planners, LTD. History No change 113,969 12,576 2.46% 2.46% 101 0 0.0% Q2 2026 Aug 05, 2026
STOLZ & ASSOCIATES, PS History No change 111,743 12,330 7.7% 7.7% 102 0 0.0% Q2 2026 Jul 29, 2026
Trajan Wealth LLC History No change 111,465 12,300 0.46% 0.46% 103 0 0.0% Q2 2026 Aug 13, 2026
Independent Solutions Wealth Management, LLC History No change 108,641 11,988 1.56% 1.56% 104 0 0.0% Q2 2026 Jul 29, 2026
Itau Unibanco Holding S.A. History No change 108,400 11,961 0.23% 0.23% 105 0 0.0% Q2 2026 Aug 14, 2026
OAK FAMILY ADVISORS, LLC History No change 108,288 11,949 3.06% 3.06% 106 0 0.0% Q2 2026 Jul 20, 2026
GFS Advisors, LLC History No change 10,936 11,937 1.26% 1.26% 107 0 0.0% Q2 2026 Aug 04, 2026
Lee Financial Co History No change 106,073 11,705 1.49% 1.49% 108 0 0.0% Q2 2026 Jul 22, 2026
MAYPORT, LLC History No change 105,261 11,615 1.8% 1.8% 109 0 0.0% Q2 2026 Aug 07, 2026
BDFS Capital LLC History No change 104,909 11,576 5.03% 5.03% 110 0 0.0% Q2 2026 Jul 15, 2026
MinichMacGregor Wealth Management, LLC History No change 102,026 11,258 1.71% 1.71% 111 0 0.0% Q2 2026 Jul 16, 2026
UDINE WEALTH MANAGEMENT, INC. History No change 101,750 11,228 4.62% 4.62% 112 0 0.0% Q2 2026 Jul 24, 2026
Pacifica Partners Inc. History Reduced 101,696 11,190 3.37% 3.44% 113 -2,030 -1.96% Q3 2026 Oct 08, 2026
Winch Advisory Services, LLC History No change 99,681 10,999 2.28% 2.28% 114 0 0.0% Q2 2026 Aug 06, 2026
Roof Eidam Maycock Peralta, LLC History No change 99,190 10,945 2.16% 2.16% 115 0 0.0% Q2 2026 Jul 24, 2026
Farringdon Capital, Ltd. History No change 95,088 10,492 5.2% 5.2% 116 0 0.0% Q2 2026 Aug 12, 2026
Vernal Point Advisors, LLC History No change 93,669 10,336 3.49% 3.49% 117 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management LLC History No change 93,023 10,265 4.83% 4.83% 118 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 92,578 10,215 0.05% 0.05% 119 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 89,793 9,908 2.21% 2.21% 120 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 86,351 9,527 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Arete Wealth Advisors, LLC History No change 85,670 9,453 0.62% 0.62% 122 0 0.0% Q2 2026 Aug 12, 2026
AMG National Trust Bank History No change 85,146 9,395 0.19% 0.19% 123 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 84,575 9,332 0.06% 0.06% 124 0 0.0% Q2 2026 Sep 08, 2026
PRUDENTIAL PLC History No change 82,795 9,136 0.05% 0.05% 125 0 0.0% Q2 2026 Aug 13, 2026
Crescent Grove Advisors, LLC History No change 82,401 9,092 0.76% 0.76% 126 0 0.0% Q2 2026 Aug 10, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 82,035 9,052 0.25% 0.25% 127 0 0.0% Q2 2026 Aug 05, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 81,776 9,023 6.68% 6.68% 128 0 0.0% Q2 2026 Jul 22, 2026
CVA Family Office, LLC History No change 81,389 8,981 0.81% 0.81% 129 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 79,440 8,766 0.08% 0.08% 130 0 0.0% Q2 2026 Aug 05, 2026
One Day In July LLC History No change 79,183 8,737 0.61% 0.61% 131 0 0.0% Q2 2026 Aug 03, 2026
VanWeelden Wealth Management, LLC History No change 78,692 8,683 6.45% 6.45% 132 0 0.0% Q2 2026 Aug 12, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 78,289 8,639 2.65% 2.65% 133 0 0.0% Q2 2026 Jul 29, 2026
Apex Wealth Management, LLC History No change 77,462 8,547 5.22% 5.22% 134 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 77,386 8,539 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Mader & Shannon Wealth Management, Inc. History No change 76,742 8,468 3.96% 3.96% 136 0 0.0% Q2 2026 Jul 07, 2026
Kestra Advisory Services, LLC History No change 76,105 8,398 0.03% 0.03% 137 0 0.0% Q2 2026 Jul 28, 2026
Apella Capital, LLC History Added to 75,945 8,363 0.11% 0.01% 138 +72,624 2186.81% Q3 2026 Oct 08, 2026
Whalen Wealth Management Inc. History Reduced 75,067 8,281 3.53% 3.87% 139 -2,884 -3.7% Q3 2026 Oct 08, 2026
D.A. DAVIDSON & CO. History No change 74,728 8,246 0.05% 0.05% 140 0 0.0% Q2 2026 Jul 24, 2026
RFG Advisory, LLC History No change 73,936 8,158 0.13% 0.13% 141 0 0.0% Q2 2026 Jul 15, 2026
UNITED BANK History No change 71,909 7,935 0.93% 0.93% 142 0 0.0% Q2 2026 Jul 30, 2026
Main Street Financial Solutions, LLC History No change 70,323 7,760 0.5% 0.5% 143 0 0.0% Q2 2026 Aug 07, 2026
Adaptive Financial Consulting, LLC History No change 68,707 7,581 2.66% 2.66% 144 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 68,498 7,558 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 67,991 7,502 0.03% 0.03% 146 0 0.0% Q2 2026 Aug 13, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 67,806 7,482 2.59% 2.59% 147 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 67,536 7,453 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 07, 2026
GREENLEAF TRUST History No change 67,324 7,429 0.07% 0.07% 149 0 0.0% Q2 2026 Jul 21, 2026
OLD MISSION CAPITAL LLC History No change 65,813 7,262 0.12% 0.12% 150 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 65,516 7,229 0.56% 0.56% 151 0 0.0% Q2 2026 Aug 13, 2026
Climber Capital SA History No change 85,385 7,192 4.4% 4.4% 152 0 0.0% Q2 2026 Jul 22, 2026
BFSG, LLC History No change 64,965 7,168 0.64% 0.64% 153 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 64,872 7,158 0.13% 0.13% 154 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 64,258 7,090 0.13% 0.13% 155 0 0.0% Q2 2026 Jul 20, 2026
GatePass Capital, LLC History No change 63,950 7,056 2.68% 2.68% 156 0 0.0% Q2 2026 Jul 30, 2026
GUIDANCE CAPITAL, INC History No change 63,478 6,995 1.5% 1.5% 157 0 0.0% Q2 2026 Jul 20, 2026
Mutual Advisors, LLC History No change 62,276 6,872 0.13% 0.13% 158 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Financial Advisors LLC History No change 61,012 6,732 0.75% 0.75% 159 0 0.0% Q2 2026 Aug 14, 2026
Onyx Bridge Wealth Group LLC History No change 59,868 6,606 0.59% 0.59% 160 0 0.0% Q2 2026 Jul 23, 2026
DAVENPORT & Co LLC History No change 59,016 6,512 0.03% 0.03% 161 0 0.0% Q2 2026 Jul 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 58,520 6,457 0.02% 0.02% 162 0 0.0% Q2 2026 Jul 28, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 58,476 6,452 0.23% 0.23% 163 0 0.0% Q2 2026 Aug 13, 2026
a16z Perennial Management, L.P. History No change 58,374 6,441 0.52% 0.52% 164 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 57,798 6,378 0.04% 0.04% 165 0 0.0% Q2 2026 Jul 20, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 57,793 6,376 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 56,745 6,261 0.34% 0.34% 167 0 0.0% Q2 2026 Jul 28, 2026
WEDBUSH SECURITIES INC History No change 56,474 6,232 0.16% 0.16% 168 0 0.0% Q2 2026 Jul 28, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 54,542 6,018 3.45% 3.45% 169 0 0.0% Q2 2026 Jul 15, 2026
Twelve Points Wealth Management LLC History No change 54,437 6,007 1.2% 1.2% 170 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 54,296 5,991 0.02% 0.02% 171 0 0.0% Q2 2026 Aug 07, 2026
Asset One Wealth Management LLC History No change 53,329 5,877 0.62% 0.62% 172 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 51,791 5,715 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
Capital Wealth Alliance, LLC History No change 51,639 5,698 2.64% 2.64% 174 0 0.0% Q2 2026 Jul 31, 2026
SCOTIA CAPITAL INC. History No change 51,635 5,697 0.02% 0.02% 175 0 0.0% Q2 2026 Aug 11, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 50,399 5,561 1.95% 1.95% 176 0 0.0% Q2 2026 Aug 03, 2026
RIA Advisory Group LLC History No change 50,332 5,554 1.21% 1.21% 177 0 0.0% Q2 2026 Jul 23, 2026
Luminist Capital LLC History No change 50,283 5,548 6.24% 6.24% 178 0 0.0% Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History No change 49,690 5,483 0.12% 0.12% 179 0 0.0% Q2 2026 Jul 22, 2026
Purewater Capital LLC History No change 49,588 5,471 3.95% 3.95% 180 0 0.0% Q2 2026 Jul 28, 2026
Hixon Zuercher, LLC History No change 49,394 5,450 1.6% 1.6% 181 0 0.0% Q2 2026 Jul 20, 2026
Baring Financial LLC History Added to 49,276 5,436 2.9% 2.97% 182 +357 0.73% Q3 2026 Oct 07, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 47,941 5,290 0.83% 0.83% 183 0 0.0% Q2 2026 Aug 06, 2026
GTS SECURITIES LLC History No change 47,371 5,227 0.11% 0.11% 184 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 47,250 5,214 0.26% 0.26% 185 0 0.0% Q2 2026 Jul 23, 2026
MGO ONE SEVEN LLC History No change 47,043 5,191 0.09% 0.09% 186 0 0.0% Q2 2026 Jul 31, 2026
Orion Porfolio Solutions, LLC History No change 46,638 5,146 0.04% 0.04% 187 0 0.0% Q2 2026 Aug 14, 2026
Financial Plan, Inc. History No change 46,426 5,123 0.49% 0.49% 188 0 0.0% Q2 2026 Aug 14, 2026
EdgeRock Capital LLC History No change 4,621 5,098 1.16% 1.16% 189 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 45,821 5,056 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 12, 2026
DOVER ADVISORS, LLC History No change 45,490 5,010 2.05% 2.05% 191 0 0.0% Q2 2026 Aug 07, 2026
Procyon Advisors, LLC History No change 45,386 5,008 0.22% 0.22% 192 0 0.0% Q2 2026 Jul 09, 2026
Calamos Wealth Management LLC History No change 45,143 4,981 0.15% 0.15% 193 0 0.0% Q2 2026 Jul 31, 2026
Ashton Thomas Private Wealth, LLC History No change 43,936 4,848 0.1% 0.1% 194 0 0.0% Q2 2026 Jul 29, 2026
HB Wealth Management, LLC History No change 42,908 4,734 0.03% 0.03% 195 0 0.0% Q2 2026 Jul 29, 2026
EHRLICH FINANCIAL GROUP History No change 42,892 4,733 2.43% 2.43% 196 0 0.0% Q2 2026 Jul 09, 2026
MAI Capital Management History No change 42,669 4,708 0.02% 0.02% 197 0 0.0% Q2 2026 Aug 14, 2026
TUCKER ASSET MANAGEMENT LLC History No change 41,403 4,568 1.13% 1.13% 198 0 0.0% Q2 2026 Aug 27, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History No change 40,874 4,510 0.93% 0.93% 199 0 0.0% Q2 2026 Aug 03, 2026
EFG International AG History No change 40,581 4,478 0.08% 0.08% 200 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 40,417 4,460 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 27, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 39,468 4,344 0.63% 0.63% 202 -556 -1.39% Q3 2026 Oct 08, 2026
American Investment Services, Inc. History No change 39,336 4,340 0.92% 0.92% 203 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 39,313 4,338 0.04% 0.04% 204 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ALLIANCE, LLC History No change 38,804 4,282 0.36% 0.36% 205 0 0.0% Q2 2026 Aug 11, 2026
INVESTMENT HOUSE LLC History No change 38,665 4,266 0.19% 0.19% 206 0 0.0% Q2 2026 Jul 31, 2026
Heck Capital Advisors, LLC History No change 38,051 4,198 0.25% 0.25% 207 0 0.0% Q2 2026 Jul 10, 2026
Greenspring Advisors, LLC History No change 38,012 4,194 0.23% 0.23% 208 0 0.0% Q2 2026 Aug 11, 2026
Formidable Asset Management, LLC History No change 37,790 4,171 0.66% 0.66% 209 0 0.0% Q2 2026 Jul 17, 2026
PRINCIPAL SECURITIES, INC. History No change 37,573 4,146 0.05% 0.05% 210 0 0.0% Q2 2026 Aug 04, 2026
Westview Management dba Westview Investment Advisors History No change 37,159 4,100 2.01% 2.01% 211 0 0.0% Q2 2026 Jul 31, 2026
ADVISORY RESEARCH INC History No change 37,117 4,095 0.41% 0.41% 212 0 0.0% Q2 2026 Aug 13, 2026
Robinson Value Management, Ltd. History No change 36,775 4,058 2.17% 2.17% 213 0 0.0% Q2 2026 Aug 10, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 36,443 4,021 0.63% 0.63% 214 0 0.0% Q2 2026 Jul 15, 2026
Ridgewood Investments LLC History Reduced 36,306 4,005 1.48% 1.5% 215 -12 -0.03% Q3 2026 Oct 05, 2026
PATTON FUND MANAGEMENT, INC. History No change 36,222 3,997 0.86% 0.86% 216 0 0.0% Q2 2026 Jul 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 36,028 3,975 0.15% 0.15% 217 0 0.0% Q2 2026 Aug 14, 2026
Virtue Capital Management, LLC History No change 35,838 3,954 0.53% 0.53% 218 0 0.0% Q2 2026 Aug 05, 2026
Coppell Advisory Solutions LLC History No change 13,593 3,944 0.33% 0.33% 219 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 35,849 3,944 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 27, 2026
Walker Financial Services, Inc. History No change 35,541 3,921 1.21% 1.21% 221 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 35,298 3,895 0.03% 0.03% 222 0 0.0% Q2 2026 Aug 14, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 34,898 3,850 0.47% 0.47% 223 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 34,737 3,833 0.08% 0.08% 224 0 0.0% Q2 2026 Jul 17, 2026
NewEdge Wealth, LLC History No change 34,595 3,817 0.04% 0.04% 225 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 34,551 3,812 0.06% 0.06% 226 0 0.0% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History No change 34,470 3,803 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 03, 2026
Premier Path Wealth Partners, LLC History No change 34,233 3,777 0.43% 0.43% 228 0 0.0% Q2 2026 Jul 21, 2026
Meridian Wealth Management, LLC History No change 33,553 3,702 0.11% 0.11% 229 0 0.0% Q2 2026 Aug 05, 2026
Forum Financial Management, LP History No change 33,062 3,648 0.05% 0.05% 230 0 0.0% Q2 2026 Jul 23, 2026
Alexis Investment Partners, LLC History No change 32,973 3,638 2.13% 2.13% 231 0 0.0% Q2 2026 Jul 23, 2026
Spartan Planning & Wealth Management History No change 32,858 3,625 2.41% 2.41% 232 0 0.0% Q2 2026 Jul 22, 2026
CITIGROUP INC History No change 32,249 3,558 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 03, 2026
Trilogy Capital Inc. History No change 32,110 3,543 0.14% 0.14% 234 0 0.0% Q2 2026 Jul 02, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 31,566 3,483 0.05% 0.05% 235 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 31,453 3,470 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 30,984 3,419 0.49% 0.49% 237 0 0.0% Q2 2026 Aug 06, 2026
San Luis Wealth Advisors LLC History No change 30,852 3,404 0.51% 0.51% 238 0 0.0% Q2 2026 Jul 16, 2026
Ascent Group, LLC History No change 30,784 3,397 0.1% 0.1% 239 0 0.0% Q2 2026 Aug 03, 2026
LOWE BROCKENBROUGH & CO INC History No change 30,772 3,395 0.15% 0.15% 240 0 0.0% Q2 2026 Aug 03, 2026
Paladin Partners, LLC History No change 30,740 3,391 2.09% 2.24% 241 0 0.0% Q3 2026 Oct 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 30,676 3,385 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 19, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 30,619 3,378 0.8% 0.8% 243 0 0.0% Q2 2026 Jul 15, 2026
Camarda Financial Advisors, LLC History No change 30,367 3,350 1.01% 1.01% 244 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 29,382 3,242 0.33% 0.33% 245 0 0.0% Q2 2026 Jul 24, 2026
Regal Investment Advisors LLC History No change 29,351 3,238 0.17% 0.17% 246 0 0.0% Q2 2026 Aug 14, 2026
MMBG INVESTMENT ADVISORS CO. History No change 29,110 3,212 0.25% 0.25% 247 0 0.0% Q2 2026 Aug 10, 2026
Hudson Portfolio Management LLC History No change 28,310 3,124 2.36% 2.36% 248 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 28,271 3,119 0.06% 0.06% 249 0 0.0% Q2 2026 Aug 04, 2026
Private Advisor Group, LLC History No change 27,494 3,033 0.01% 0.01% 250 0 0.0% Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History No change 27,241 3,006 0.07% 0.07% 251 0 0.0% Q2 2026 Aug 11, 2026
Marex Group Ltd History No change 26,634 2,939 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 26,357 2,908 0.26% 0.26% 253 0 0.0% Q2 2026 Jul 28, 2026
Destination Wealth Management History No change 26,339 2,906 0.07% 0.07% 254 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 26,020 2,871 0.05% 0.05% 255 0 0.0% Q2 2026 Jul 21, 2026
TBH Global Asset Management, LLC History No change 25,951 2,863 0.52% 0.52% 256 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 25,493 2,813 0.19% 0.19% 257 0 0.0% Q2 2026 Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 25,467 2,810 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History Reduced 25,260 2,786 0.08% 0.09% 259 -1,257 -4.74% Q3 2026 Oct 08, 2026
Impact Partnership Wealth, LLC History No change 25,228 2,783 0.27% 0.27% 260 0 0.0% Q2 2026 Jul 29, 2026
Heartland Bank & Trust Co History No change 25,153 2,775 0.57% 0.57% 261 0 0.0% Q2 2026 Aug 11, 2026
Fermata Advisors, LLC History No change 25,142 2,774 0.56% 0.56% 262 0 0.0% Q2 2026 Jul 07, 2026
Argent Advisors, Inc. History No change 24,642 2,719 0.68% 0.68% 263 0 0.0% Q2 2026 Aug 05, 2026
GWN SECURITIES INC. History No change 24,628 2,717 0.45% 0.45% 264 0 0.0% Q2 2026 Aug 05, 2026
Delta Investment Management, LLC History No change 24,523 2,706 0.45% 0.45% 265 0 0.0% Q2 2026 Aug 13, 2026
KDK Private Wealth Management, LLC History No change 24,303 2,681 2.22% 2.22% 266 0 0.0% Q2 2026 Aug 12, 2026
Proficio Capital Partners LLC History No change 23,995 2,647 0.1% 0.1% 267 0 0.0% Q2 2026 Aug 14, 2026
Net Worth Advisory Group History No change 23,626 2,607 0.66% 0.66% 268 0 0.0% Q2 2026 Jul 13, 2026
&PARTNERS History No change 23,277 2,568 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 23,212 2,562 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
Core Wealth Partners LLC History No change 23,186 2,558 1.09% 1.09% 271 0 0.0% Q2 2026 Jul 17, 2026
BLAIR WILLIAM & CO/IL History No change 22,909 2,528 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 22,901 2,527 0.08% 0.08% 273 0 0.0% Q2 2026 Jul 15, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 22,811 2,517 2.0% 2.0% 274 0 0.0% Q2 2026 Aug 14, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 22,701 2,503 0.81% 0.81% 275 0 0.0% Q2 2026 Jul 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 22,668 2,501 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 22,487 2,481 0.05% 0.05% 277 0 0.0% Q2 2026 Aug 13, 2026
Realta Investment Advisors History No change 22,469 2,479 0.77% 0.77% 278 0 0.0% Q2 2026 Jul 20, 2026
Foundry Financial Group, Inc. History No change 22,184 2,448 1.06% 1.06% 279 0 0.0% Q2 2026 Jul 22, 2026
AVALON CAPITAL MANAGEMENT History No change 22,039 2,432 0.57% 0.57% 280 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL DISCOVERY GROUP INC History No change 21,916 2,418 5.16% 5.16% 281 0 0.0% Q2 2026 Jul 23, 2026
Capital Advisors, Ltd. LLC History No change 21,507 2,373 0.24% 0.24% 282 0 0.0% Q2 2026 Jul 16, 2026
Compound Planning, Inc. History No change 21,265 2,346 0.06% 0.06% 283 0 0.0% Q2 2026 Aug 04, 2026
STRATEGY ASSET MANAGERS LLC History No change 21,170 2,336 0.35% 0.35% 284 0 0.0% Q2 2026 Aug 14, 2026
Madson Wealth Advisors Inc History No change 21,156 2,334 1.59% 1.59% 285 0 0.0% Q2 2026 Jul 21, 2026
Mission Creek Capital Partners, Inc. History No change 20,712 2,285 0.4% 0.4% 286 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 20,482 2,260 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 20,019 2,209 0.04% 0.04% 288 0 0.0% Q2 2026 Aug 14, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 20,023 2,209 0.27% 0.27% 289 0 0.0% Q2 2026 Jul 09, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 19,713 2,174 0.43% 0.42% 290 +307 1.58% Q3 2026 Oct 07, 2026
Tempus Wealth Planning, LLC History No change 19,505 2,152 0.42% 0.42% 291 0 0.0% Q2 2026 Jul 22, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 19,410 2,141 0.34% 0.34% 292 0 0.0% Q2 2026 Jul 24, 2026
Western Wealth Management, LLC History No change 19,408 2,141 0.07% 0.07% 293 0 0.0% Q2 2026 Aug 14, 2026
Abacus Planning Group, Inc. History No change 19,122 2,110 0.26% 0.26% 294 0 0.0% Q2 2026 Jul 20, 2026
Birchcreek Wealth Management, LLC History No change 19,069 2,104 0.82% 0.82% 295 0 0.0% Q2 2026 Aug 06, 2026
SWEENEY & MICHEL, LLC History No change 18,972 2,089 0.55% 0.55% 296 0 0.0% Q2 2026 Aug 10, 2026
PROFESSIONAL ADVISORY SERVICES INC History Added to 18,377 2,027 0.24% 0.17% 297 +5,697 44.93% Q3 2026 Oct 08, 2026
FLOW TRADERS U.S. LLC History No change 18,329 2,023 0.08% 0.08% 298 0 0.0% Q2 2026 Aug 14, 2026
ATX Financial Planning, LLC History No change 18,289 2,018 1.34% 1.34% 299 0 0.0% Q2 2026 Aug 20, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 18,012 1,987 0.23% 0.23% 300 0 0.0% Q2 2026 Jul 10, 2026
Legacy Wealth Partners, LLC History No change 18,012 1,987 0.45% 0.45% 301 0 0.0% Q2 2026 Jul 22, 2026
CENTAURUS FINANCIAL, INC. History No change 17,948 1,981 0.08% 0.08% 302 0 0.0% Q2 2026 Aug 17, 2026
Vise Technologies, Inc. History No change 17,692 1,952 0.02% 0.02% 303 0 0.0% Q2 2026 Aug 10, 2026
Shepherd Financial Partners LLC History No change 17,551 1,936 0.16% 0.16% 304 0 0.0% Q2 2026 Aug 10, 2026
Leelyn Smith, LLC History No change 17,519 1,933 0.24% 0.24% 305 0 0.0% Q2 2026 Jul 23, 2026
ASPIRIANT, LLC History No change 17,429 1,923 0.05% 0.05% 306 0 0.0% Q2 2026 Jul 20, 2026
GenWealth Group, Inc. History No change 17,317 1,910 0.3% 0.3% 307 0 0.0% Q2 2026 Jul 10, 2026
Legacy Wealth Advisors, LLC History No change 17,054 1,881 0.81% 0.81% 308 0 0.0% Q2 2026 Aug 14, 2026
Perennial Advisors, LLC History No change 16,876 1,862 0.29% 0.29% 309 0 0.0% Q2 2026 Jul 13, 2026
Concurrent Investment Advisors, LLC History No change 16,860 1,860 0.02% 0.02% 310 0 0.0% Q2 2026 Jul 27, 2026
CALTON & ASSOCIATES, INC. History No change 16,284 1,796 0.26% 0.26% 311 0 0.0% Q2 2026 Aug 10, 2026
Financial Management Professionals, Inc. History No change 16,221 1,789 0.17% 0.17% 312 0 0.0% Q2 2026 Jul 09, 2026
Cadia Private Client LLC History No change 16,154 1,782 1.28% 1.28% 313 0 0.0% Q2 2026 Aug 11, 2026
Weaver Consulting Group History Reduced 15,924 1,756 0.34% 0.37% 314 -488 -2.97% Q3 2026 Oct 07, 2026
LightSquare Wealth Management, LLC History No change 15,834 1,747 1.2% 1.2% 315 0 0.0% Q2 2026 Aug 03, 2026
HFG Advisors, Inc. History No change 15,811 1,744 1.09% 1.09% 316 0 0.0% Q2 2026 Aug 07, 2026
WCG Wealth Advisors LLC History No change 15,560 1,717 0.04% 0.04% 317 0 0.0% Q2 2026 Aug 14, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 15,550 1,715 0.71% 0.71% 318 0 0.0% Q2 2026 Jul 24, 2026
Pathstone Holdings, LLC History No change 15,390 1,698 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 13, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 15,390 1,697 0.19% 0.19% 320 0 0.0% Q3 2026 Oct 08, 2026
Canal Capital Management, LLC History No change 15,245 1,682 0.21% 0.21% 321 0 0.0% Q2 2026 Jul 28, 2026
IFG Advisory, LLC History No change 14,990 1,654 0.06% 0.06% 322 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL BANK & TRUST CO History Added to 14,986 1,653 0.24% 0.23% 323 +79 0.53% Q3 2026 Oct 09, 2026
Kings Path Partners LLC History No change 14,964 1,651 0.44% 0.44% 324 0 0.0% Q2 2026 Jul 14, 2026
SVB WEALTH LLC History No change 14,925 1,646 0.1% 0.1% 325 0 0.0% Q2 2026 Jul 17, 2026
Prosperity Advisers, LLC History No change 14,894 1,643 1.19% 1.19% 326 0 0.0% Q2 2026 Jul 29, 2026
Brookstone Capital Management History No change 14,762 1,629 0.02% 0.02% 327 0 0.0% Q2 2026 Jul 15, 2026
NVWM, LLC History No change 14,427 1,592 0.32% 0.32% 328 0 0.0% Q2 2026 Jul 28, 2026
LM Advisors LLC History No change 14,050 1,550 0.18% 0.18% 329 0 0.0% Q2 2026 Aug 12, 2026
Bosman Wealth Management, LLC History No change 14,051 1,550 0.96% 0.96% 330 0 0.0% Q2 2026 Jul 28, 2026
Snowden Capital Advisors LLC History No change 14,041 1,549 0.04% 0.04% 331 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Managment, LLC/ID History No change 13,898 1,533 0.63% 0.63% 332 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 13,676 1,509 0.02% 0.02% 333 0 0.0% Q2 2026 Jul 15, 2026
Wick Capital Partners, LLC History No change 13,630 1,504 0.23% 0.23% 334 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 13,543 1,494 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 13, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 13,563 1,493 0.45% 0.45% 336 0 0.0% Q2 2026 Jul 10, 2026
Intellus Advisors LLC History No change 13,536 1,493 0.18% 0.18% 337 0 0.0% Q2 2026 Aug 12, 2026
PATTEN & PATTEN INC/TN History No change 13,464 1,485 0.08% 0.08% 338 0 0.0% Q2 2026 Aug 05, 2026
Savant Capital, LLC History No change 13,352 1,471 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 10, 2026
Analyst IMS Investment Management Services Ltd. History No change 13,286 1,466 0.03% 0.03% 340 0 0.0% Q2 2026 Jul 29, 2026
Mainsail Financial Group, LLC History No change 12,944 1,428 0.49% 0.49% 341 0 0.0% Q2 2026 Jul 15, 2026
Buska Wealth Management, LLC History Added to 12,745 1,405 0.48% 0.36% 342 +3,565 38.83% Q3 2026 Oct 07, 2026
Courage Miller Partners, LLC History No change 12,715 1,403 0.37% 0.37% 343 0 0.0% Q2 2026 Jul 23, 2026
OneDigital Investment Advisors LLC History No change 12,605 1,391 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 12,526 1,382 0.04% 0.04% 345 0 0.0% Q2 2026 Aug 10, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 12,494 1,378 0.75% 0.75% 346 0 0.0% Q2 2026 Aug 11, 2026
Authentikos Wealth Advisory, LLC History No change 12,459 1,374 0.88% 0.88% 347 0 0.0% Q2 2026 Aug 14, 2026
LOWERY THOMAS, LLC History No change 12,428 1,371 0.67% 0.67% 348 0 0.0% Q2 2026 Jul 29, 2026
Western Financial Corp/CA History No change 12,431 1,371 0.4% 0.4% 349 0 0.0% Q2 2026 Jul 22, 2026
Atomic Invest LLC History No change 12,235 1,349 0.12% 0.12% 350 0 0.0% Q2 2026 Sep 25, 2026
Larry Mathis Financial Planning, LLC History No change 12,201 1,346 1.03% 1.03% 351 0 0.0% Q2 2026 Jul 24, 2026
Sage Advisory Services, Ltd.Co. History No change 12,078 1,333 0.66% 0.66% 352 0 0.0% Q2 2026 Jul 22, 2026
Sierra Capital LLC History No change 12,042 1,328 0.13% 0.13% 353 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 12,009 1,325 0.08% 0.08% 354 0 0.0% Q2 2026 Aug 07, 2026
Burford Brothers, Inc. History No change 11,962 1,320 0.48% 0.48% 355 0 0.0% Q2 2026 Jul 28, 2026
Estate Counselors, LLC History No change 11,905 1,313 0.11% 0.11% 356 0 0.0% Q2 2026 Aug 07, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 11,881 1,311 0.08% 0.08% 357 0 0.0% Q2 2026 Jul 21, 2026
Ifrah Financial Services, Inc. History No change 11,880 1,311 0.32% 0.32% 358 0 0.0% Q2 2026 Jul 21, 2026
Allworth Financial LP History No change 11,874 1,310 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 11,825 1,304 0.06% 0.06% 360 0 0.0% Q2 2026 Aug 04, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 11,791 1,301 0.26% 0.26% 361 0 0.0% Q2 2026 Jul 22, 2026
National Wealth Management Group, LLC History No change 11,735 1,295 0.4% 0.4% 362 0 0.0% Q2 2026 Jul 14, 2026
Advisory Alpha, LLC History No change 11,697 1,290 0.03% 0.03% 363 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 11,464 1,264 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 13, 2026
Pathway Financial Advisors LLC History No change 11,220 1,237 0.14% 0.14% 365 0 0.0% Q3 2026 Oct 07, 2026
BROWN ADVISORY INC History No change 11,177 1,233 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 14, 2026
Hardworking Capital Advisors, LLC History No change 11,168 1,232 1.01% 1.01% 367 0 0.0% Q2 2026 Aug 03, 2026
Archford Capital Strategies, LLC History No change 11,155 1,230 0.12% 0.12% 368 0 0.0% Q2 2026 Jul 17, 2026
Fonville Wealth Management LLC History No change 11,133 1,228 0.2% 0.2% 369 0 0.0% Q2 2026 Jul 28, 2026
One Capital Management, LLC History No change 11,118 1,227 0.03% 0.03% 370 0 0.0% Q2 2026 Aug 13, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 11,096 1,224 0.71% 0.71% 371 0 0.0% Q2 2026 Jul 28, 2026
Navigate Wealth Management, LLC History No change 11,094 1,223 0.76% 0.76% 372 0 0.0% Q2 2026 Jul 23, 2026
BANQUE PICTET & CIE SA History No change 11,055 1,219 0.01% 0.01% 373 0 0.0% Q2 2026 Jul 24, 2026
Focus Partners Advisor Solutions, LLC History No change 11,022 1,216 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 06, 2026
OLD NATIONAL BANCORP /IN/ History No change 10,975 1,211 0.02% 0.02% 375 0 0.0% Q2 2026 Jul 15, 2026
Darden Wealth Group Inc History No change 10,909 1,203 0.48% 0.48% 376 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History No change 10,863 1,198 0.02% 0.02% 377 0 0.0% Q2 2026 Aug 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 10,824 1,194 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 10,807 1,192 0.04% 0.04% 379 0 0.0% Q2 2026 Jul 21, 2026
Stonebridge Financial Group, LLC/CA History No change 10,794 1,191 0.16% 0.16% 380 0 0.0% Q2 2026 Aug 13, 2026
Frontier Asset Management, LLC History No change 10,774 1,188 0.21% 0.21% 381 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 10,627 1,172 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History No change 10,587 1,168 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 04, 2026
Crews Bank & Trust History No change 10,571 1,166 0.15% 0.15% 384 0 0.0% Q2 2026 Jul 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 10,561 1,165 0.02% 0.02% 385 0 0.0% Q2 2026 Jul 28, 2026
CIDEL ASSET MANAGEMENT INC History No change 10,449 1,152 0.06% 0.06% 386 0 0.0% Q2 2026 Jul 17, 2026
Baker Ellis Asset Management LLC History No change 10,402 1,147 0.12% 0.12% 387 0 0.0% Q2 2026 Jul 23, 2026
Sequoia Financial Advisors, LLC History No change 10,335 1,140 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 17, 2026
Edgemoor Investment Advisors, Inc. History No change 10,260 1,132 0.08% 0.08% 389 0 0.0% Q2 2026 Aug 07, 2026
Bison Wealth, LLC History No change 10,231 1,126 0.1% 0.1% 390 0 0.0% Q2 2026 Jul 07, 2026
Wealth Enhancement Trust Services, Inc. History Added to 10,173 1,122 0.12% 0.03% 391 +7,741 318.3% Q3 2026 Oct 07, 2026
Signal Advisors Wealth, LLC History No change 10,166 1,121 0.06% 0.06% 392 0 0.0% Q2 2026 Aug 04, 2026
Compass Ion Advisors, LLC History No change 10,105 1,115 0.1% 0.1% 393 0 0.0% Q2 2026 Aug 12, 2026
LINCOLN CAPITAL CORP History No change 9,972 1,100 0.36% 0.36% 394 0 0.0% Q2 2026 Jul 16, 2026
Consilium Wealth Advisory, LLC History No change 9,972 1,100 0.33% 0.33% 395 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 9,806 1,082 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 03, 2026
EP Wealth Advisors, LLC History No change 9,586 1,057 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 9,572 1,056 0.02% 0.02% 398 0 0.0% Q2 2026 Aug 10, 2026
FIRST AMERICAN TRUST, FSB History No change 9,545 1,053 0.06% 0.06% 399 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 9,414 1,038 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 12, 2026
Markowski Investments History No change 9,407 1,038 0.23% 0.23% 401 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History No change 9,319 1,028 0.17% 0.17% 402 0 0.0% Q2 2026 Jul 07, 2026
Arkos Global Advisors History No change 9,248 1,020 0.12% 0.12% 403 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 9,235 1,019 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 9,172 1,012 0.19% 0.19% 405 0 0.0% Q2 2026 Aug 06, 2026
EAGLE GLOBAL ADVISORS LLC History No change 9,149 1,009 0.03% 0.03% 406 0 0.0% Q2 2026 Jul 30, 2026
Kovack Advisors, Inc. History No change 9,149 1,009 0.05% 0.05% 407 0 0.0% Q2 2026 Jul 28, 2026
Concord Wealth Partners History No change 9,041 997 0.11% 0.11% 408 0 0.0% Q2 2026 Jul 27, 2026
HighPoint Advisor Group LLC History No change 8,915 983 0.03% 0.03% 409 0 0.0% Q2 2026 Aug 05, 2026
WHITTIER TRUST CO History No change 8,872 976 0.01% 0.01% 410 0 0.0% Q2 2026 Jul 27, 2026
Black Diamond Financial, LLC History No change 8,703 960 0.08% 0.08% 411 0 0.0% Q2 2026 Aug 04, 2026
KDT Advisors, LLC History No change 8,659 955 1.32% 1.32% 412 0 0.0% Q2 2026 Jul 31, 2026
MIRAMONTES CAPITAL, LLC History No change 8,515 939 0.29% 0.29% 413 0 0.0% Q2 2026 Sep 09, 2026
J.Safra Asset Management Corp History No change 8,496 937 0.04% 0.04% 414 0 0.0% Q2 2026 Aug 06, 2026
Keel Point, LLC History No change 8,487 936 0.06% 0.06% 415 0 0.0% Q2 2026 Aug 14, 2026
Elevation Capital Advisory, LLC History No change 8,366 923 0.36% 0.36% 416 0 0.0% Q2 2026 Jul 27, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 8,357 922 0.19% 0.19% 417 0 0.0% Q2 2026 Aug 13, 2026
Fortis Advisors, LLC History No change 8,302 916 0.43% 0.43% 418 0 0.0% Q2 2026 Aug 13, 2026
Plum Street Advisors, LLC History No change 8,304 916 0.29% 0.29% 419 0 0.0% Q2 2026 Aug 13, 2026
FLAGSTAR SECURITIES, INC History No change 8,256 911 0.28% 0.28% 420 0 0.0% Q2 2026 Jul 15, 2026
Sovereign Financial Group, Inc. History No change 8,211 906 0.14% 0.14% 421 0 0.0% Q2 2026 Jul 24, 2026
Sidoxia Capital Management, LLC History No change 8,164 900 0.66% 0.66% 422 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 8,098 893 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 18, 2026
Transcendent Capital Group LLC History No change 8,083 891 0.35% 0.35% 424 0 0.0% Q2 2026 Aug 05, 2026
ARRIEN INVESTMENTS, INC. History No change 8,047 888 0.45% 0.45% 425 0 0.0% Q2 2026 Jul 30, 2026
VISTA CAPITAL PARTNERS, INC. History No change 7,952 877 0.08% 0.08% 426 0 0.0% Q2 2026 Jul 23, 2026
Solstein Capital, LLC History No change 7,943 876 0.3% 0.3% 427 0 0.0% Q2 2026 Aug 12, 2026
Sandy Cove Advisors, LLC History No change 7,871 868 0.22% 0.22% 428 0 0.0% Q2 2026 Jul 07, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 7,711 850 0.05% 0.05% 429 0 0.0% Q2 2026 Aug 12, 2026
Advisor OS, LLC History No change 7,706 850 0.06% 0.06% 430 0 0.0% Q2 2026 Aug 05, 2026
RETIREMENT CAPITAL STRATEGIES History No change 7,651 844 0.29% 0.29% 431 0 0.0% Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History No change 7,642 843 0.42% 0.42% 432 0 0.0% Q2 2026 Aug 26, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 7,618 840 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 7,619 840 0.04% 0.04% 434 0 0.0% Q2 2026 Jul 23, 2026
SIGNATUREFD, LLC History No change 7,580 836 0.01% 0.01% 435 0 0.0% Q2 2026 Jul 23, 2026
Keebeck Wealth Management History No change 7,579 836 0.08% 0.08% 436 0 0.0% Q2 2026 Aug 11, 2026
Alaska Permanent Capital Management, LLC History No change 7,574 835 0.05% 0.05% 437 0 0.0% Q2 2026 Aug 11, 2026
Jacobi Capital Management LLC History No change 7,571 835 0.04% 0.04% 438 0 0.0% Q2 2026 Jul 31, 2026
ALLIANZ SE History No change 7,439 820 0.01% 0.01% 439 0 0.0% Q2 2026 Aug 10, 2026
Core Wealth Advisors, Inc. History No change 7,417 818 0.16% 0.16% 440 0 0.0% Q2 2026 Aug 11, 2026
BLALOCK WILLIAMS, LLC History No change 7,325 808 0.52% 0.52% 441 0 0.0% Q2 2026 Aug 07, 2026
Thompson David Blair History No change 7,299 805 0.4% 0.4% 442 0 0.0% Q2 2026 Aug 14, 2026
Montecito Bank & Trust History No change 7,285 803 0.12% 0.12% 443 0 0.0% Q3 2026 Oct 01, 2026
Algorithmic Investment Models, LLC History No change 7,234 798 0.92% 0.92% 444 0 0.0% Q2 2026 Aug 07, 2026
WealthTrak Capital Management LLC History No change 7,236 798 0.52% 0.52% 445 0 0.0% Q2 2026 Aug 04, 2026
Presidio Capital Management, LLC History No change 7,158 789 0.2% 0.2% 446 0 0.0% Q2 2026 Jul 14, 2026
Rosenberg Matthew Hamilton History No change 7,134 787 0.14% 0.15% 447 0 0.0% Q3 2026 Oct 05, 2026
Dynamic Advisor Solutions LLC History No change 7,092 782 0.02% 0.02% 448 0 0.0% Q2 2026 Jul 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,991 771 0.0% 0.0% 449 0 0.0% Q2 2026 Sep 23, 2026
Gateway Wealth Partners, LLC History No change 6,898 761 0.05% 0.05% 450 0 0.0% Q2 2026 Aug 04, 2026
Archer Investment Corp History No change 6,893 760 0.15% 0.15% 451 0 0.0% Q2 2026 Aug 03, 2026
Global View Capital Management LLC History No change 6,884 759 0.16% 0.16% 452 0 0.0% Q2 2026 Jul 23, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 6,754 745 0.04% 0.04% 453 0 0.0% Q2 2026 Aug 10, 2026
Grand Central Investment Group History No change 6,567 724 0.61% 0.61% 454 0 0.0% Q2 2026 Aug 04, 2026
Gotham Asset Management, LLC History No change 6,539 721 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 6,540 721 0.06% 0.06% 456 0 0.0% Q2 2026 Aug 05, 2026
BRIGHTON JONES LLC History No change 6,532 720 0.01% 0.01% 457 0 0.0% Q2 2026 Aug 11, 2026
Geometric Wealth Advisors History No change 6,515 718 0.08% 0.08% 458 0 0.0% Q2 2026 Aug 11, 2026
Capital Management Associates, Inc History No change 6,490 716 0.14% 0.14% 459 0 0.0% Q2 2026 Jul 22, 2026
Roble, Belko & Company, Inc History No change 6,425 709 0.08% 0.08% 460 0 0.0% Q2 2026 Jul 24, 2026
Sigma Planning Corp History No change 6,347 700 0.02% 0.02% 461 0 0.0% Q2 2026 Aug 07, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 6,255 690 0.08% 0.08% 462 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 6,244 689 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 12, 2026
Shared Vision Wealth Group LLC History No change 6,239 688 0.24% 0.24% 464 0 0.0% Q2 2026 Jul 31, 2026
Foster Group, Inc. History No change 6,139 677 0.02% 0.02% 465 0 0.0% Q2 2026 Jul 07, 2026
United Advisor Group, LLC History No change 6,120 675 0.07% 0.07% 466 0 0.0% Q2 2026 Jul 29, 2026
VestGen Advisors, LLC History No change 6,107 673 0.02% 0.02% 467 0 0.0% Q2 2026 Aug 11, 2026
Mayflower Financial Advisors, LLC History No change 6,050 667 0.06% 0.06% 468 0 0.0% Q2 2026 Jul 09, 2026
TCP Asset Management, LLC History No change 5,991 661 0.07% 0.07% 469 0 0.0% Q2 2026 Jul 15, 2026
Aries Wealth Management History No change 5,954 657 0.13% 0.13% 470 0 0.0% Q2 2026 Jul 24, 2026
Beacon Capital Management, Inc. History No change 5,933 654 0.04% 0.04% 471 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 5,902 651 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 5,771 636 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 13, 2026
Castle Rock Wealth Management, LLC History No change 5,787 636 0.12% 0.12% 474 0 0.0% Q2 2026 Jul 07, 2026
Index Fund Advisors, Inc. History No change 5,753 634 0.03% 0.03% 475 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 5,688 627 0.05% 0.05% 476 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 5,690 627 0.04% 0.04% 477 0 0.0% Q2 2026 Aug 10, 2026
Insight Wealth Partners, LLC History No change 5,616 619 0.08% 0.08% 478 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 5,511 608 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 06, 2026
Ceeto Capital Group, LLC History No change 5,500 607 0.16% 0.16% 480 0 0.0% Q2 2026 Aug 14, 2026
BOSTON FAMILY OFFICE LLC History No change 5,485 605 0.04% 0.04% 481 0 0.0% Q2 2026 Aug 12, 2026
Freestone Capital Holdings, LLC History No change 5,433 599 0.02% 0.02% 482 0 0.0% Q2 2026 Jul 31, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 5,405 596 0.04% 0.04% 483 -92 -1.67% Q3 2026 Oct 09, 2026
PINNACLE ASSOCIATES LTD History No change 5,396 595 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 5,400 595 0.0% 0.0% 485 0 0.0% Q2 2026 Sep 02, 2026
INTEGRITY ALLIANCE, LLC. History No change 5,314 586 0.02% 0.02% 486 0 0.0% Q2 2026 Jul 31, 2026
Lake Hills Wealth Management, LLC History Added to 5,248 578 0.27% 0.19% 488 +1,453 38.29% Q3 2026 Oct 07, 2026
AFT, FORSYTH & COMPANY, INC. History No change 5,246 578 0.28% 0.28% 487 0 0.0% Q2 2026 Aug 14, 2026
Sicart Associates LLC History No change 5,150 568 0.14% 0.14% 489 0 0.0% Q2 2026 Aug 11, 2026
VestGen Investment Management History No change 5,110 563 0.3% 0.3% 490 0 0.0% Q2 2026 Jul 31, 2026
Jessup Wealth Management, Inc History No change 5,018 553 0.16% 0.16% 491 0 0.0% Q2 2026 Aug 11, 2026
SAGE FINANCIAL GROUP INC History No change 5,007 552 0.03% 0.03% 492 0 0.0% Q2 2026 Jul 21, 2026
ADVISORTRUST PARTNERS, LLC History No change 4,953 546 0.19% 0.19% 493 0 0.0% Q2 2026 Aug 10, 2026
Rinkey Investments History No change 4,944 545 0.13% 0.13% 494 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Partners, LTD. History No change 4,865 536 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 11, 2026
LWM Advisory Services, LLC History No change 4,778 527 0.94% 0.94% 496 0 0.0% Q2 2026 Aug 03, 2026
Chesapeake Wealth Management History No change 4,765 525 0.15% 0.15% 497 0 0.0% Q2 2026 Aug 13, 2026
GLR Partners, LLC History No change 4,750 524 0.24% 0.24% 498 0 0.0% Q2 2026 Jul 27, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 4,646 512 0.05% 0.05% 499 0 0.0% Q2 2026 Jul 09, 2026
MFA Wealth Services History No change 4,588 506 0.3% 0.3% 500 0 0.0% Q2 2026 Jul 21, 2026
SFMG, LLC History No change 4,536 500 0.03% 0.03% 501 0 0.0% Q2 2026 Aug 13, 2026
NorthRock Partners, LLC History No change 4,522 499 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 11, 2026
Argent Trust Co History No change 4,507 497 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 06, 2026
Investment Partners Asset Management, Inc. History Reduced 4,465 492 0.27% 0.28% 504 -50 -1.11% Q3 2026 Oct 08, 2026
REGATTA CAPITAL GROUP, LLC History No change 4,432 489 0.07% 0.07% 505 0 0.0% Q2 2026 Aug 12, 2026
Integrated Advisors Network LLC History No change 4,425 488 0.02% 0.02% 506 0 0.0% Q2 2026 Aug 11, 2026
Leibman Financial Services, Inc. History No change 4,389 484 0.32% 0.32% 507 0 0.0% Q2 2026 Jul 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 4,346 479 0.02% 0.02% 508 0 0.0% Q2 2026 Aug 14, 2026
Valpey Financial Services, LLC History No change 4,301 474 0.28% 0.28% 509 0 0.0% Q2 2026 Aug 11, 2026
Physician Wealth Solutions Inc. History No change 4,222 465 0.18% 0.18% 510 0 0.0% Q2 2026 Jul 13, 2026
RAELIPSKIE PARTNERSHIP History No change 4,200 463 0.17% 0.17% 511 0 0.0% Q2 2026 Aug 04, 2026
High Note Wealth, LLC History No change 4,123 454 0.08% 0.08% 512 0 0.0% Q2 2026 Jul 23, 2026
Advisory Solutions Group, LLC History No change 4,108 453 0.15% 0.15% 513 0 0.0% Q2 2026 Jul 29, 2026
NWAM LLC History No change 4,061 448 0.02% 0.02% 514 0 0.0% Q2 2026 Jul 23, 2026
Apollon Wealth Management, LLC History No change 4,060 448 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 4,057 447 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 4,026 444 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 22, 2026
Joel Isaacson & Co., LLC History No change 4,033 444 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 04, 2026
Bayshore Capital Advisors, LLC History No change 4,009 442 0.21% 0.21% 519 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIENT ADVISORS LLC History No change 4,012 442 0.06% 0.06% 520 0 0.0% Q2 2026 Aug 07, 2026
Intergy Private Wealth, LLC History No change 3,990 440 0.1% 0.1% 521 0 0.0% Q2 2026 Jul 17, 2026
J. Safra Sarasin Holding AG History No change 3,956 436 0.01% 0.01% 522 0 0.0% Q2 2026 Jul 31, 2026
Ted Buchan & Co History No change 3,902 430 0.14% 0.14% 523 0 0.0% Q2 2026 Jul 23, 2026
North Capital, Inc. History No change 3,891 429 0.32% 0.32% 524 0 0.0% Q2 2026 Jul 14, 2026
Dominguez Wealth Management Solutions, Inc. History Reduced 3,869 426 0.24% 0.41% 526 -2,827 -42.22% Q3 2026 Oct 07, 2026
Stanley-Laman Group, Ltd. History No change 3,865 426 0.04% 0.04% 525 0 0.0% Q2 2026 Aug 05, 2026
Flagship Private Wealth, LLC History No change 3,840 423 0.15% 0.15% 527 0 0.0% Q2 2026 Aug 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,808 420 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 07, 2026
Roberts Financial Services LLC History No change 3,790 418 0.12% 0.12% 529 0 0.0% Q2 2026 Aug 06, 2026
Goepper Burkhardt LLC History No change 3,732 411 0.12% 0.12% 530 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History Added to 3,663 403 0.01% 0.01% 531 +1,575 75.43% Q3 2026 Oct 09, 2026
Turning Point Benefit Group, Inc. History No change 3,657 403 0.17% 0.17% 532 0 0.0% Q2 2026 Jul 23, 2026
LifePlan Investment Advisors, Inc. History No change 3,652 402 0.14% 0.14% 533 0 0.0% Q2 2026 Aug 11, 2026
TOMPKINS FINANCIAL CORP History No change 3,626 400 0.03% 0.03% 534 0 0.0% Q3 2026 Oct 05, 2026
INVESTMENT PARTNERS, LTD. History No change 3,627 400 0.13% 0.13% 535 0 0.0% Q2 2026 Aug 04, 2026
LTG Capital LLC History No change 3,620 399 0.27% 0.27% 536 0 0.0% Q2 2026 Aug 05, 2026
Innovative Wealth Building LLC History No change 3,614 398 0.23% 0.23% 537 0 0.0% Q2 2026 Jul 23, 2026
Crusonia Wealth Advisors LLC History No change 3,590 396 0.07% 0.07% 538 0 0.0% Q2 2026 Jul 30, 2026
BRADY FAMILY WEALTH, LLC History No change 3,577 394 0.11% 0.11% 539 0 0.0% Q2 2026 Jul 13, 2026
Retireful, LLC History New 3,561 392 0.34% — 540 +3,561 New Q3 2026 Oct 08, 2026
Fortitude Advisory Group L.L.C. History No change 3,546 391 0.15% 0.15% 541 0 0.0% Q2 2026 Jul 22, 2026
Crane Advisory, LLC History No change 3,539 390 0.06% 0.06% 542 0 0.0% Q2 2026 Jul 17, 2026
Lynch Investment Planning, LLC History No change 3,523 388 0.3% 0.3% 543 0 0.0% Q2 2026 Jul 17, 2026
Aprio Wealth Management, LLC History No change 3,515 387 0.02% 0.02% 544 0 0.0% Q2 2026 Jul 24, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 3,470 382 0.11% 0.11% 545 0 0.0% Q2 2026 Jul 23, 2026
Revolve Wealth Partners, LLC History No change 3,440 379 0.04% 0.04% 546 0 0.0% Q2 2026 Jul 09, 2026
Quantinno Capital Management LP History No change 3,434 378 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 13, 2026
Innova Wealth Partners History No change 3,358 370 0.15% 0.15% 548 0 0.0% Q2 2026 Jul 15, 2026
Schrum Private Wealth Management LLC History No change 3,349 370 0.38% 0.38% 549 0 0.0% Q2 2026 Aug 10, 2026
Almanack Investment Partners, LLC. History No change 3,334 367 0.05% 0.05% 550 0 0.0% Q2 2026 Jul 30, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 3,261 359 0.13% 0.13% 551 0 0.0% Q2 2026 Jul 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 3,250 358 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 14, 2026
ROMANO BROTHERS AND COMPANY History No change 3,220 355 0.04% 0.04% 553 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Partners, Ltd. History No change 3,187 351 0.13% 0.13% 554 0 0.0% Q2 2026 Aug 03, 2026
Tortoise Investment Management, LLC History No change 3,170 349 0.03% 0.03% 555 0 0.0% Q2 2026 Aug 07, 2026
Finley Financial, LLC History No change 3,150 347 0.14% 0.14% 556 0 0.0% Q2 2026 Jul 08, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,111 343 0.02% 0.02% 557 0 0.0% Q2 2026 Aug 04, 2026
M&T BANK CORP History No change 3,100 342 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 04, 2026
Peck Wealth Management, LLC History No change 3,100 342 0.29% 0.29% 559 0 0.0% Q2 2026 Jul 31, 2026
Values First Advisors, Inc. History No change 3,074 339 0.15% 0.15% 560 0 0.0% Q2 2026 Aug 04, 2026
EXCALIBUR MANAGEMENT CORP History No change 3,056 337 0.11% 0.11% 561 0 0.0% Q2 2026 Aug 03, 2026
IFC & Insurance Marketing, Inc. History No change 3,017 332 0.29% 0.29% 562 0 0.0% Q2 2026 Jul 09, 2026
JTC Employer Solutions Trustee Ltd History No change 2,882 318 0.03% 0.03% 563 0 0.0% Q2 2026 Jul 31, 2026
Cairn Investment Group, Inc. History No change 2,875 317 0.14% 0.14% 564 0 0.0% Q2 2026 Jul 28, 2026
RMR Wealth Builders History No change 2,875 317 0.02% 0.02% 565 0 0.0% Q2 2026 Jul 24, 2026
Trueblood Wealth Management, LLC History No change 2,871 316 0.11% 0.11% 566 0 0.0% Q2 2026 Jul 27, 2026
Kingdom Financial Group LLC. History No change 2,813 310 0.08% 0.08% 567 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 2,802 309 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 13, 2026
Clarity Financial LLC History No change 2,807 309 0.03% 0.03% 569 0 0.0% Q2 2026 Jul 20, 2026
Voya Financial Advisors, Inc. History No change 2,791 308 0.03% 0.03% 570 0 0.0% Q2 2026 Aug 12, 2026
Integrity Advisory Solutions, LLC History No change 2,756 304 0.03% 0.03% 571 0 0.0% Q2 2026 Jul 31, 2026
Entelevest, LLC History No change 2,744 302 0.26% 0.26% 572 0 0.0% Q2 2026 Jul 22, 2026
Wealthcare Advisory Partners LLC History No change 2,736 301 0.01% 0.01% 573 0 0.0% Q2 2026 Jul 09, 2026
RDA Financial Network History No change 2,724 300 0.07% 0.07% 574 0 0.0% Q2 2026 Jul 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,693 297 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 03, 2026
Ballast Rock Private Wealth LLC History No change 2,700 297 0.14% 0.14% 576 0 0.0% Q2 2026 Aug 10, 2026
Clark Asset Management, LLC History No change 2,685 296 0.02% 0.02% 577 0 0.0% Q2 2026 Jul 07, 2026
Alesco Advisors, LLC, An ESL Co History No change 2,675 295 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 05, 2026
Magnus Financial Group LLC History No change 2,671 294 0.02% 0.02% 579 0 0.0% Q2 2026 Jul 09, 2026
Cassaday & Co Wealth Management LLC History No change 2,672 294 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 10, 2026
Synergy Asset Management, LLC History No change 2,623 289 0.03% 0.03% 581 0 0.0% Q2 2026 Jul 22, 2026
Triumph Capital Management History No change 2,593 286 0.05% 0.05% 582 0 0.0% Q2 2026 Jul 20, 2026
Root Financial Partners, LLC History No change 2,569 283 0.01% 0.01% 583 0 0.0% Q2 2026 Jul 29, 2026
American Institute for Advanced Investment Management, LLP History No change 2,550 281 0.16% 0.16% 584 0 0.0% Q2 2026 Jul 21, 2026
True Link Financial Advisors, LLC History No change 2,555 281 0.02% 0.02% 585 0 0.0% Q2 2026 Jul 31, 2026
Rehmann Capital Advisory Group History No change 2,518 277 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 20, 2026
Koshinski Asset Management, Inc. History No change 2,515 277 0.01% 0.01% 587 0 0.0% Q2 2026 Jul 27, 2026
Fortis Group Advisors, LLC History No change 2,512 277 0.04% 0.04% 588 0 0.0% Q2 2026 Jul 24, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,450 270 0.14% 0.14% 589 0 0.0% Q2 2026 Aug 18, 2026
Sugar Maple Asset Management, LLC History No change 2,443 269 0.17% 0.17% 590 0 0.0% Q2 2026 Jul 28, 2026
CENTRAL TRUST Co History No change 2,434 268 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 31, 2026
First Heartland Consultants, Inc. History Added to 2,421 267 0.02% 0.02% 592 +45 1.89% Q3 2026 Oct 08, 2026
Clear Creek Financial Management, LLC History No change 2,424 267 0.02% 0.02% 593 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisory Services, LLC History No change 2,406 265 0.02% 0.02% 594 0 0.0% Q2 2026 Jul 23, 2026
Probity Advisors, Inc. History No change 2,406 265 0.04% 0.04% 595 0 0.0% Q2 2026 Jul 31, 2026
Chatterton & Associates Inc. History No change 2,408 265 0.16% 0.16% 596 0 0.0% Q2 2026 Jul 14, 2026
Csenge Advisory Group History No change 2,400 264 0.01% 0.01% 597 0 0.0% Q2 2026 Aug 10, 2026
Gladstone Institutional Advisory LLC History No change 2,376 262 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 27, 2026
Boreal Capital Management LLC History No change 2,366 261 0.19% 0.19% 599 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,359 260 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 20, 2026
JENNISON ASSOCIATES LLC History No change 2,355 259 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 2,318 256 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 14, 2026
Cunning Capital Partners, LP History No change 2,300 254 0.1% 0.1% 603 0 0.0% Q2 2026 Aug 11, 2026
Tanager Wealth Management LLP History No change 2,300 253 0.02% 0.02% 604 0 0.0% Q2 2026 Jul 23, 2026
Independent Advisor Alliance History No change 2,259 249 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 12, 2026
55 North Private Wealth, LLC History No change 2,263 249 0.05% 0.05% 606 0 0.0% Q2 2026 Jul 07, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History New 2,232 246 0.13% — 608 +2,232 New Q3 2026 Oct 06, 2026
HOWARD BAILEY SECURITIES, LLC History No change 2,236 246 0.09% 0.09% 607 0 0.0% Q2 2026 Aug 10, 2026
NWF Advisory Services Inc. History No change 2,203 243 0.02% 0.02% 609 0 0.0% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History No change 2,170 239 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 2,170 239 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 29, 2026
TWO SIGMA SECURITIES, LLC History No change 2,125 234 0.02% 0.02% 612 0 0.0% Q2 2026 Aug 14, 2026
Summit Wealth Partners, LLC History No change 2,107 232 0.03% 0.03% 613 0 0.0% Q2 2026 Aug 03, 2026
Daner Wealth Management, LLC History No change 2,100 231 0.13% 0.13% 614 0 0.0% Q2 2026 Aug 14, 2026
Accelerate Investment Advisors LLC History No change 2,082 229 0.13% 0.13% 615 0 0.0% Q2 2026 Aug 12, 2026
Significant Wealth Partners LLC History No change 2,065 227 0.25% 0.25% 616 0 0.0% Q2 2026 Jul 14, 2026
Madison Wealth Partners, Inc History No change 2,041 225 0.03% 0.03% 617 0 0.0% Q2 2026 Aug 12, 2026
Crabel Capital Management, LLC History No change 1,996 220 0.16% 0.16% 618 0 0.0% Q2 2026 Aug 13, 2026
LFA - Lugano Financial Advisors SA History No change 2,000 220 0.13% 0.13% 619 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 2,002 220 0.02% 0.02% 620 0 0.0% Q2 2026 Aug 07, 2026
GC Wealth Management RIA, LLC History No change 1,999 220 0.01% 0.01% 621 0 0.0% Q2 2026 Jul 16, 2026
Wealth Management Associates, Inc. History No change 2,000 220 0.06% 0.06% 622 0 0.0% Q2 2026 Jul 21, 2026
WealthCare Investment Partners, LLC History No change 1,993 219 0.05% 0.05% 623 0 0.0% Q2 2026 Aug 10, 2026
Lauterbach Financial Advisors, LLC History No change 1,961 216 0.09% 0.09% 624 0 0.0% Q2 2026 Jul 27, 2026
DAVIDSON TRUST CO History No change 1,950 215 0.08% 0.08% 625 0 0.0% Q2 2026 Jul 29, 2026
BridgePort Financial Solutions, LLC History No change 1,940 214 0.05% 0.05% 626 0 0.0% Q2 2026 Jul 24, 2026
Sovran Advisors, LLC History No change 1,932 213 0.02% 0.02% 627 0 0.0% Q2 2026 Jul 29, 2026
Raab & Moskowitz Asset Management LLC History No change 1,929 212 0.04% 0.04% 628 0 0.0% Q2 2026 Jul 28, 2026
NorthCrest Asset Manangement, LLC History No change 1,931 212 0.01% 0.01% 629 0 0.0% Q2 2026 Jul 15, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 1,900 209 0.04% 0.04% 630 0 0.0% Q2 2026 Jul 27, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 1,888 208 0.09% 0.09% 631 0 0.0% Q2 2026 Jul 16, 2026
Smith Salley Wealth Management History No change 1,840 203 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 23, 2026
Maridea Wealth Management LLC History No change 1,845 203 0.02% 0.02% 633 0 0.0% Q2 2026 Aug 06, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 1,833 202 0.12% 0.12% 634 0 0.0% Q2 2026 Aug 05, 2026
Avantax Planning Partners, Inc. History No change 1,825 201 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 28, 2026
Walkner Condon Financial Advisors LLC History No change 1,825 201 0.02% 0.02% 636 0 0.0% Q2 2026 Jul 27, 2026
Investors Research Corp History Added to 1,817 200 0.04% 0.03% 637 +67 3.83% Q3 2026 Oct 07, 2026
GeoWealth Management, LLC History No change 1,744 192 0.01% 0.01% 638 0 0.0% Q2 2026 Jul 30, 2026
OBSIDIAN CIO, LLC History No change 1,741 192 0.14% 0.14% 639 0 0.0% Q2 2026 Aug 03, 2026
StrongBox Wealth, LLC History No change 1,635 180 0.05% 0.05% 640 0 0.0% Q2 2026 Jul 23, 2026
FMR LLC History No change 1,613 177 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 1,557 171 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 06, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,450 160 0.05% 0.05% 643 0 0.0% Q2 2026 Jul 16, 2026
FIRST HORIZON CORP History No change 1,404 154 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 20, 2026
Quest 10 Wealth Builders, Inc. History No change 1,305 144 0.11% 0.11% 645 0 0.0% Q2 2026 Jul 24, 2026
WealthShield Partners, LLC History No change 1,104 121 0.02% 0.02% 646 0 0.0% Q2 2026 Aug 12, 2026
Gould Capital, LLC History No change 1,007 111 0.06% 0.06% 647 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 1,005 110 0.02% 0.02% 648 0 0.0% Q2 2026 Aug 04, 2026
Dunhill Financial, LLC History No change 961 106 0.02% 0.02% 649 0 0.0% Q2 2026 Aug 07, 2026
Front Row Advisors LLC History No change 939 103 0.03% 0.03% 650 0 0.0% Q2 2026 Aug 13, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 922 101 0.06% 0.06% 651 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 880 97 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 06, 2026
Friedenthal Financial History No change 860 94 0.04% 0.04% 653 0 0.0% Q2 2026 Jul 13, 2026
Anchor Investment Management, LLC History No change 846 93 0.01% 0.01% 654 0 0.0% Q2 2026 Sep 15, 2026
Buck Wealth Strategies, LLC History No change 835 92 0.01% 0.01% 655 0 0.0% Q2 2026 Jul 30, 2026
LAZARD ASSET MANAGEMENT LLC History No change 727 80 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 14, 2026
Stone House Investment Management, LLC History No change 718 79 0.01% 0.01% 657 0 0.0% Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 689 76 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 619 68 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 10, 2026
Networth Advisors, LLC History No change 581 64 0.04% 0.04% 660 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 568 62 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 12, 2026
RHL GROUP, LLC History No change 568 62 0.05% 0.05% 662 0 0.0% Q2 2026 Aug 03, 2026
C M BIDWELL & ASSOCIATES LTD History No change 526 58 0.02% 0.02% 663 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 516 56 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 13, 2026
Hoese & Co LLP History No change 480 52 0.03% 0.03% 665 0 0.0% Q2 2026 Jul 14, 2026
EPG Wealth Management LLC History No change 454 50 0.01% 0.01% 666 0 0.0% Q2 2026 Jul 28, 2026
Purpose Unlimited Inc. History No change 402 45 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 399 44 0.01% 0.01% 668 0 0.0% Q2 2026 Jul 15, 2026
HARBOUR INVESTMENTS, INC. History No change 397 43 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 372 41 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 366 40 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 06, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 338 37 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 326 36 0.02% 0.02% 673 0 0.0% Q2 2026 Jul 30, 2026
Godfrey Financial Associates, Inc. History No change 326 35 0.03% 0.03% 674 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 317 34 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 309 34 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 13, 2026
SOA Wealth Advisors, LLC. History No change 306 33 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 21, 2026
Lloyd Advisory Services, LLC. History No change 295 32 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 07, 2026
Tidemark, LLC History No change 271 29 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 10, 2026
Dogwood Wealth Management LLC History No change 270 29 0.01% 0.01% 680 0 0.0% Q2 2026 Jul 06, 2026
Bank of New Hampshire History New 256 28 0.01% — 681 +256 New Q3 2026 Oct 06, 2026
Noble Wealth Management PBC History Reduced 235 25 0.01% 0.07% 682 -1,089 -82.25% Q3 2026 Oct 01, 2026
Planning Strategies Inc. History No change 221 24 0.01% 0.01% 683 0 0.0% Q3 2026 Oct 02, 2026
Aventura Private Wealth, LLC History No change 200 22 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 15, 2026
Crewe Advisors LLC History No change 176 19 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 161 17 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 161 17 0.0% 0.0% 687 0 0.0% Q2 2026 Jul 20, 2026
Murphy & Mullick Capital Management Corp History No change 145 16 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History No change 129 14 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 135 14 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 17, 2026
CARDIFF PARK ADVISORS, LLC History No change 134 14 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group, Inc. History No change 129 14 0.01% 0.01% 692 0 0.0% Q2 2026 Jul 21, 2026
Bulwark Capital Corp History No change 119 13 0.01% 0.01% 693 0 0.0% Q2 2026 Jul 06, 2026
Nvest Wealth Strategies, Inc. History No change 108 11 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 10, 2026
Cape Investment Advisory, Inc. History No change 96 10 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 86 9 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 12, 2026
Mosley Wealth Management History No change 85 9 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 23, 2026
VANGUARD ADVISERS INC History No change 78 8 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 64 7 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Advisors History No change 70 7 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 11, 2026
Financial Network Wealth Advisors LLC History No change 72 7 0.01% 0.01% 701 0 0.0% Q2 2026 Jul 29, 2026
SIMPLEX TRADING, LLC History No change 59 6 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History No change 54 5 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 22, 2026
SouthState Bank Corp History No change 42 4 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 39 4 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 28, 2026
Robinswood Financial LLC History No change 42 4 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 14, 2026
Pflug Koory, LLC History No change 35 3 0.0% 0.0% 707 0 0.0% Q2 2026 Jul 21, 2026
Integrity Financial Corp /WA History No change 29 3 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 31, 2026
SYM FINANCIAL Corp History No change 22 2 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 21 2 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 24, 2026
Key FInancial Inc History No change 26 2 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 24, 2026
Signature Resources Capital Management, LLC History No change 22 2 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 13, 2026
Richard W. Paul & Associates, LLC History No change 27 2 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History No change 11 1 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History No change 12 1 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 21, 2026
Park Place Capital Corp History No change 18 1 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 13, 2026
PMV Capital Advisers, LLC History No change 18 1 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Investment Management History No change 10 1 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 06, 2026
HFM Investment Advisors, LLC History No change 17 1 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 04, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Closed out 0 0 — 0.18% — -2,391 -100.0% Q3 2026 Oct 06, 2026
PRIVATE CLIENT SERVICES, LLC History Closed out 0 0 — 0.06% — -2,203 -100.0% Q3 2026 Oct 02, 2026
Russell Investments Group, Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Founders Capital Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Windsor Advisory Group, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Banque Cantonale Vaudoise History No change 1,257 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
WOLFF WIESE MAGANA LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
PayPay Securities Corp History No change 7 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Cordgrass Capital Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Rakuten Securities, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Vestwell Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
BLUELINE ADVISORS LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Capital Advisor Network LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Timbuktu Capital Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026