iSHARES TRUST - SHY

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 23,782,177 1,952,754 0.1% 0.1% 1 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 21,086,882 1,731,443 2.64% 2.64% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 17,222,354 1,414,127 0.09% 0.09% 3 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 12,621,912 1,036,385 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 11,506,634 944,809 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 9,027,794 741,813 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 6,154,693 509,707 0.1% 0.1% 7 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 5,682,654 466,602 0.08% 0.08% 8 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 5,600,457 459,853 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 06, 2026
LPL Financial LLC History No change 5,477,221 449,734 0.1% 0.1% 10 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 5,038,978 413,750 0.11% 0.11% 11 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 4,710,588 386,786 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 4,577,908 375,892 0.65% 0.65% 13 0 0.0% Q2 2026 Jul 30, 2026
BANK OF MONTREAL /CAN/ History No change 4,344,176 356,700 0.12% 0.12% 14 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 3,545,364 291,109 0.23% 0.23% 15 0 0.0% Q2 2026 Sep 09, 2026
ROYAL BANK OF CANADA History No change 3,485,702 286,211 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,345,948 274,735 0.06% 0.06% 17 0 0.0% Q2 2026 Sep 23, 2026
PineBridge Investments Asia Ltd History No change 2,773,000 227,691 77.87% 77.87% 18 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,766,431 227,151 0.11% 0.11% 19 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 2,676,009 219,727 0.26% 0.26% 20 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 2,479,279 203,573 0.25% 0.25% 21 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 2,125,383 174,515 0.15% 0.15% 22 0 0.0% Q2 2026 Aug 12, 2026
AIA Group Ltd History No change 1,425,189 117,022 1.47% 1.47% 23 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,400,733 115,014 0.06% 0.06% 24 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 1,210,138 99,364 0.1% 0.1% 25 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,198,032 98,370 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,178,400 96,758 0.01% 0.01% 27 0 0.0% Q2 2026 Sep 02, 2026
Smithfield Trust Co History No change 1,141,250 93,710 3.74% 3.74% 28 0 0.0% Q2 2026 Aug 05, 2026
CITIGROUP INC History No change 1,133,190 93,046 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 03, 2026
BARCLAYS PLC History No change 1,053,819 86,529 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
TFC Financial Management, Inc. History No change 1,026,401 84,277 9.34% 9.34% 31 0 0.0% Q2 2026 Jul 23, 2026
Americana Partners, LLC History No change 993,588 81,583 1.84% 1.84% 32 0 0.0% Q2 2026 Aug 05, 2026
Quent Capital, LLC History No change 944,744 77,572 4.76% 4.76% 33 0 0.0% Q2 2026 Aug 07, 2026
Wealthfront Advisers LLC History No change 910,823 74,787 0.14% 0.14% 34 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 898,751 73,813 0.09% 0.09% 35 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 870,227 71,454 0.91% 0.91% 36 0 0.0% Q2 2026 Aug 05, 2026
Modern Wealth Management, LLC History No change 849,764 69,774 0.83% 0.83% 37 0 0.0% Q2 2026 Aug 13, 2026
CWA Asset Management Group, LLC History No change 843,777 69,282 2.11% 2.11% 38 0 0.0% Q2 2026 Jul 14, 2026
GOLDMAN SACHS GROUP INC History No change 837,714 68,784 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 818,344 67,194 1.23% 1.23% 40 0 0.0% Q2 2026 Aug 04, 2026
Wealthspire Advisors, LLC History No change 817,585 67,131 0.37% 0.37% 41 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 814,969 66,917 0.18% 0.18% 42 0 0.0% Q2 2026 Aug 07, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 775,709 63,693 2.37% 2.37% 43 0 0.0% Q2 2026 Jul 08, 2026
MML INVESTORS SERVICES, LLC History No change 773,885 63,543 0.13% 0.13% 44 0 0.0% Q2 2026 Aug 07, 2026
ATWOOD & PALMER INC History Added to 766,834 62,266 3.2% 3.21% 45 +34,715 4.74% Q3 2026 Oct 08, 2026
HighTower Advisors, LLC History No change 739,930 60,755 0.06% 0.06% 46 0 0.0% Q2 2026 Aug 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 727,713 59,752 1.05% 1.05% 47 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 708,259 58,155 0.06% 0.06% 48 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 669,900 55,005 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 11, 2026
Fisher Asset Management, LLC History No change 654,407 53,733 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 04, 2026
ALLIANZ SE History No change 628,900 51,638 0.54% 0.54% 51 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 626,684 51,457 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 12, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 605,726 49,736 0.7% 0.7% 53 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 583,186 47,885 0.33% 0.33% 54 0 0.0% Q2 2026 Aug 14, 2026
Silicon Valley Capital Partners History No change 576,059 47,300 3.83% 3.83% 55 0 0.0% Q2 2026 Sep 21, 2026
FIFTH THIRD BANCORP History No change 575,332 47,240 0.08% 0.08% 56 0 0.0% Q2 2026 Aug 05, 2026
GUGGENHEIM CAPITAL LLC History No change 550,188 45,175 0.28% 0.28% 57 0 0.0% Q2 2026 Aug 12, 2026
America First Investment Advisors, LLC History No change 535,584 43,976 8.16% 8.16% 58 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Added to 513,367 41,685 0.29% 0.3% 59 +44,497 9.49% Q3 2026 Oct 08, 2026
STEPHENS INC /AR/ History No change 484,807 39,807 0.45% 0.45% 60 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 481,437 39,530 0.06% 0.06% 61 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 476,187 39,099 0.75% 0.75% 62 0 0.0% Q2 2026 Aug 07, 2026
Strategic Investment Advisors / MI History No change 458,650 37,659 2.28% 2.28% 63 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 449,563 36,933 0.23% 0.23% 64 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 434,450 35,673 0.1% 0.1% 65 0 0.0% Q2 2026 Aug 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 427,389 35,092 0.12% 0.12% 66 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 421,143 34,580 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 13, 2026
Advisors Preferred, LLC History No change 411,860 33,747 5.23% 5.23% 68 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 410,527 33,708 0.17% 0.17% 69 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 407,521 33,461 0.04% 0.04% 70 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 406,753 33,398 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 459,741 33,141 0.06% 0.06% 72 0 0.0% Q2 2026 Jul 15, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 400,907 32,918 0.93% 0.93% 73 0 0.0% Q2 2026 Aug 05, 2026
ZACKS INVESTMENT MANAGEMENT History No change 399,031 32,764 0.23% 0.23% 74 0 0.0% Q2 2026 Aug 13, 2026
Edge Wealth Management LLC History No change 393,457 32,306 5.44% 5.44% 75 0 0.0% Q2 2026 Jul 09, 2026
Cerity Partners OCIO LLC History No change 393,387 32,300 1.63% 1.63% 76 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 389,010 31,941 1.33% 1.33% 77 0 0.0% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History No change 369,227 30,317 0.14% 0.14% 78 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 365,570 30,016 0.04% 0.04% 79 0 0.0% Q2 2026 Jul 29, 2026
Curi Capital, LLC History No change 363,486 29,845 0.46% 0.46% 80 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 361,991 29,723 0.34% 0.34% 81 0 0.0% Q2 2026 Aug 12, 2026
NorthCoast Asset Management LLC History No change 355,292 29,173 0.65% 0.65% 82 0 0.0% Q2 2026 Aug 12, 2026
Proficio Capital Partners LLC History No change 354,385 29,098 1.04% 1.04% 83 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 335,614 27,557 0.43% 0.43% 84 0 0.0% Q2 2026 Jul 22, 2026
Santa Clara Valley Transportation Authority History No change 334,415 27,458 21.26% 21.26% 85 0 0.0% Q2 2026 Aug 12, 2026
ELEMENT POINTE ADVISORS, LLC History No change 332,037 27,263 4.39% 4.39% 86 0 0.0% Q2 2026 Aug 07, 2026
Birchcreek Wealth Management, LLC History No change 330,048 27,100 10.56% 10.56% 87 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 328,601 26,981 3.0% 3.0% 88 0 0.0% Q2 2026 Jul 23, 2026
Corient Private Wealth LP History No change 326,906 26,841 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 27, 2026
Fiduciary Group, LLC History No change 321,396 26,389 2.07% 2.07% 90 0 0.0% Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 320,887 26,348 0.12% 0.12% 91 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 320,294 26,299 0.66% 0.66% 92 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 318,760 26,198 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 315,443 25,901 0.1% 0.1% 94 0 0.0% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History No change 303,706 24,937 0.03% 0.03% 95 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 301,092 24,723 0.06% 0.06% 96 0 0.0% Q2 2026 Jul 27, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 300,808 24,699 0.39% 0.39% 97 0 0.0% Q2 2026 Jul 28, 2026
NIXON PEABODY TRUST CO History No change 299,198 24,567 1.74% 1.74% 98 0 0.0% Q2 2026 Jul 27, 2026
Kingsview Wealth Management, LLC History No change 288,562 23,693 0.29% 0.29% 99 0 0.0% Q2 2026 Aug 18, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 281,607 23,122 0.17% 0.17% 100 0 0.0% Q2 2026 Jul 23, 2026
Clarity Financial LLC History No change 266,695 21,898 1.86% 1.86% 101 0 0.0% Q2 2026 Jul 20, 2026
Kestra Advisory Services, LLC History No change 265,473 21,797 0.07% 0.07% 102 0 0.0% Q2 2026 Jul 28, 2026
Global Trust Asset Management, LLC History No change 265,342 21,787 6.81% 6.81% 103 0 0.0% Q2 2026 Aug 03, 2026
West Virginia University Foundation, Inc History No change 261,567 21,477 1.75% 1.75% 104 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 261,185 21,445 0.61% 0.61% 105 0 0.0% Q2 2026 Jul 07, 2026
CVS HEALTH Corp History No change 258,100 21,192 9.41% 9.41% 106 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 255,720 20,997 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 255,546 20,982 0.63% 0.63% 108 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History No change 255,245 20,958 0.06% 0.06% 109 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 254,998 20,937 0.1% 0.1% 110 0 0.0% Q2 2026 Sep 23, 2026
Mader & Shannon Wealth Management, Inc. History No change 252,127 20,702 9.67% 9.67% 111 0 0.0% Q2 2026 Jul 07, 2026
Ballast, Inc. History No change 245,825 20,184 3.81% 3.81% 112 0 0.0% Q2 2026 Jul 10, 2026
Ridgepath Capital Management LLC History No change 244,221 20,052 8.85% 8.85% 113 0 0.0% Q2 2026 Aug 20, 2026
Procyon Advisors, LLC History No change 240,948 19,784 0.85% 0.85% 114 0 0.0% Q2 2026 Jul 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 239,897 19,698 0.23% 0.23% 115 0 0.0% Q2 2026 Aug 14, 2026
Elevate Capital Advisors, LLC History No change 234,728 19,273 10.6% 10.6% 116 0 0.0% Q2 2026 Jul 31, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 231,566 19,013 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 07, 2026
Barry Investment Advisors, LLC History No change 229,559 18,849 3.94% 3.94% 118 0 0.0% Q2 2026 Jul 09, 2026
DT Investment Partners, LLC History No change 228,347 18,749 1.4% 1.4% 119 0 0.0% Q2 2026 Jul 27, 2026
Portfolio Design Labs, LLC History No change 226,022 18,558 3.04% 3.04% 120 0 0.0% Q2 2026 Aug 11, 2026
Sollinda Capital Management LLC History No change 225,674 18,530 3.96% 3.96% 121 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Retirement, LLC History No change 225,123 18,481 1.01% 1.01% 122 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 224,454 18,431 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 222,852 18,298 0.16% 0.16% 124 0 0.0% Q2 2026 Jul 27, 2026
MBL Wealth, LLC History No change 213,461 17,527 1.2% 1.2% 125 0 0.0% Q2 2026 Jul 15, 2026
Acorns Advisers, LLC History No change 213,105 17,498 0.11% 0.11% 126 0 0.0% Q2 2026 Aug 14, 2026
INSIGHT 2811, INC. History No change 210,540 17,287 6.69% 6.69% 127 0 0.0% Q2 2026 Aug 11, 2026
MONTAG A & ASSOCIATES INC History No change 210,022 17,244 0.73% 0.73% 128 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 208,093 17,086 0.08% 0.08% 129 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 207,508 17,038 0.36% 0.36% 130 0 0.0% Q2 2026 Jul 29, 2026
Empowered Funds, LLC History No change 207,164 16,959 0.09% 0.09% 131 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 204,045 16,847 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 14, 2026
Innova Wealth Partners History No change 192,708 15,823 6.48% 6.48% 133 0 0.0% Q2 2026 Jul 15, 2026
NATIONAL BANK OF CANADA /FI/ History No change 192,260 15,785 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 10, 2026
Core Capital Management & Research, inc. History No change 192,124 15,754 8.28% 8.28% 135 0 0.0% Q2 2026 Sep 09, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 191,530 15,726 2.9% 2.9% 136 0 0.0% Q2 2026 Aug 06, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 191,523 15,725 0.55% 0.55% 137 0 0.0% Q2 2026 Aug 13, 2026
Northstar Advisory Group, LLC History No change 188,803 15,502 4.81% 4.81% 138 0 0.0% Q2 2026 Jul 14, 2026
Orion Porfolio Solutions, LLC History No change 187,659 15,408 0.12% 0.12% 139 0 0.0% Q2 2026 Aug 14, 2026
Everstar Asset Management, LLC History No change 185,637 15,242 7.35% 7.35% 140 0 0.0% Q2 2026 Aug 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 184,359 15,137 0.19% 0.19% 141 0 0.0% Q2 2026 Jul 24, 2026
CAMDEN NATIONAL BANK History No change 183,465 15,064 1.96% 1.96% 142 0 0.0% Q2 2026 Jul 31, 2026
StrongBox Wealth, LLC History No change 182,124 14,954 4.26% 4.26% 143 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 180,492 14,820 0.27% 0.27% 144 0 0.0% Q2 2026 Jul 20, 2026
FIRST CITIZENS BANK & TRUST CO History No change 179,273 14,720 0.22% 0.22% 145 0 0.0% Q2 2026 Jul 13, 2026
Salomon & Ludwin, LLC History No change 178,384 14,598 1.2% 1.2% 146 0 0.0% Q2 2026 Aug 07, 2026
Ifrah Financial Services, Inc. History No change 175,417 14,403 3.52% 3.52% 147 0 0.0% Q2 2026 Jul 21, 2026
PARK AVENUE SECURITIES LLC History No change 171,523 14,084 0.09% 0.09% 148 0 0.0% Q2 2026 Jul 20, 2026
Broyhill Asset Management, LLC History No change 166,873 13,701 12.18% 12.18% 149 0 0.0% Q2 2026 Aug 04, 2026
1832 Asset Management L.P. History No change 158,913 13,048 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 13, 2026
McKinley Carter Wealth Services, Inc. History No change 155,453 12,764 0.66% 0.66% 151 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 155,168 12,740 0.58% 0.58% 152 0 0.0% Q2 2026 Jul 23, 2026
Brookstone Capital Management History No change 154,574 12,692 0.13% 0.13% 153 0 0.0% Q2 2026 Jul 15, 2026
Beacon Pointe Advisors, LLC History No change 153,791 12,627 0.06% 0.06% 154 0 0.0% Q2 2026 Aug 18, 2026
SYNTAX RESEARCH, INC. History No change 153,197 12,579 9.19% 9.19% 155 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Advisors, LLC History No change 151,379 12,429 0.12% 0.12% 156 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History Added to 152,694 12,392 0.16% 0.04% 157 +116,984 327.59% Q3 2026 Oct 08, 2026
LEUTHOLD GROUP, LLC History No change 149,887 12,307 1.24% 1.24% 158 0 0.0% Q2 2026 Aug 04, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 149,814 12,301 1.51% 1.51% 159 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 148,847 12,221 0.05% 0.05% 160 0 0.0% Q2 2026 Aug 14, 2026
Argent Advisors, Inc. History No change 148,295 12,176 3.05% 3.05% 161 0 0.0% Q2 2026 Aug 05, 2026
Parkway Wealth Management Group, LLC History No change 145,456 11,943 1.38% 1.38% 162 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 145,222 11,924 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 145,006 11,906 0.12% 0.12% 164 0 0.0% Q2 2026 Aug 14, 2026
CRITERIA CAIXA, S.A.U. History No change 2,000,000 11,894 50.3% 50.3% 165 0 0.0% Q2 2026 Jul 24, 2026
Convergence Financial, LLC History No change 144,708 11,881 0.94% 0.94% 166 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 143,663 11,796 0.07% 0.07% 167 0 0.0% Q2 2026 Jul 24, 2026
Integrated Wealth Concepts LLC History No change 143,218 11,759 0.08% 0.08% 168 0 0.0% Q2 2026 Sep 08, 2026
Capital Investment Services of America, Inc. History No change 139,864 11,484 1.13% 1.13% 169 0 0.0% Q2 2026 Jul 22, 2026
Main Street Financial Solutions, LLC History No change 138,410 11,364 0.73% 0.73% 170 0 0.0% Q2 2026 Aug 07, 2026
MBA Advisors LLC History No change 138,014 11,332 3.81% 3.81% 171 0 0.0% Q2 2026 Jul 28, 2026
Shira Ridge Wealth Management History Added to 138,690 11,261 3.91% 3.56% 172 +14,254 11.45% Q3 2026 Oct 08, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 137,118 11,258 0.21% 0.21% 173 0 0.0% Q2 2026 Aug 13, 2026
Pointe Capital Management LLC History No change 136,813 11,233 5.03% 5.03% 174 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 136,583 11,214 0.17% 0.17% 175 0 0.0% Q2 2026 Aug 06, 2026
FIRST AMERICAN TRUST, FSB History No change 135,168 11,098 0.67% 0.67% 176 0 0.0% Q2 2026 Aug 10, 2026
Allianz Asset Management GmbH History No change 134,928 11,078 0.01% 0.01% 177 0 0.0% Q2 2026 Sep 02, 2026
Creative Planning History No change 134,584 11,050 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 13, 2026
Roof Eidam Maycock Peralta, LLC History No change 134,335 11,030 2.17% 2.17% 179 0 0.0% Q2 2026 Jul 24, 2026
Main Management LLC History No change 133,271 10,943 0.74% 0.74% 180 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 127,822 10,493 0.06% 0.06% 181 0 0.0% Q2 2026 Aug 14, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 127,224 10,446 3.2% 3.2% 182 0 0.0% Q2 2026 Jul 29, 2026
First Heartland Consultants, Inc. History Added to 126,337 10,258 0.68% 0.5% 183 +31,699 33.5% Q3 2026 Oct 08, 2026
Pure Financial Advisors, LLC History No change 123,851 10,169 0.13% 0.13% 184 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 121,900 10,009 1.02% 1.02% 185 0 0.0% Q2 2026 Jul 24, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 121,281 9,965 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 13, 2026
Beacon Wealthcare LLC History Added to 122,440 9,942 3.15% 2.78% 187 +16,692 15.78% Q3 2026 Oct 02, 2026
Lake Hills Wealth Management, LLC History Reduced 121,755 9,886 4.54% 4.66% 188 -2,993 -2.4% Q3 2026 Oct 07, 2026
LWM ADVISORS INC History Reduced 120,443 9,780 7.38% 7.46% 189 -1,471 -1.21% Q3 2026 Oct 08, 2026
Symmetry Partners, LLC History No change 119,092 9,778 0.5% 0.5% 190 0 0.0% Q2 2026 Jul 23, 2026
LITTLE HOUSE CAPITAL LLC History No change 118,056 9,693 2.18% 2.18% 191 0 0.0% Q2 2026 Aug 07, 2026
BECKER CAPITAL MANAGEMENT INC History No change 117,668 9,661 0.26% 0.26% 192 0 0.0% Q2 2026 Jul 31, 2026
NerdWallet Wealth Partners, LLC History No change 117,175 9,621 3.32% 3.32% 193 0 0.0% Q2 2026 Jul 07, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 116,587 9,572 2.58% 2.58% 194 0 0.0% Q2 2026 Aug 17, 2026
Range Advisory, LLC History No change 116,043 9,528 1.13% 1.13% 195 0 0.0% Q2 2026 Sep 02, 2026
CABOT WEALTH MANAGEMENT INC History No change 115,086 9,449 0.96% 0.96% 196 0 0.0% Q2 2026 Jul 31, 2026
Heck Capital Advisors, LLC History No change 114,688 9,417 0.56% 0.56% 197 0 0.0% Q2 2026 Jul 10, 2026
World Investment Advisors History No change 113,761 9,392 0.16% 0.16% 198 0 0.0% Q2 2026 Aug 13, 2026
Buttonwood Financial Advisors Inc. History No change 114,361 9,390 2.86% 2.86% 199 0 0.0% Q2 2026 Jul 13, 2026
BayBridge Capital Group, LLC History No change 112,758 9,258 4.82% 4.82% 200 0 0.0% Q2 2026 Jul 14, 2026
Dogwood Wealth Management LLC History No change 111,404 9,147 3.61% 3.61% 201 0 0.0% Q2 2026 Jul 06, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 110,511 9,074 0.55% 0.55% 202 0 0.0% Q2 2026 Aug 07, 2026
Spectrum Strategic Capital Management, LLC History No change 110,415 9,066 4.49% 4.49% 203 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 109,749 9,011 0.08% 0.08% 204 0 0.0% Q2 2026 Aug 06, 2026
Alamar Capital Management, LLC History No change 109,659 9,004 4.55% 4.55% 205 0 0.0% Q2 2026 Aug 07, 2026
PALLADIEM, LLC History No change 108,950 8,945 8.68% 8.68% 206 0 0.0% Q2 2026 Aug 13, 2026
Premier Path Wealth Partners, LLC History No change 108,868 8,939 1.03% 1.03% 207 0 0.0% Q2 2026 Jul 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 108,042 8,876 0.11% 0.11% 208 0 0.0% Q2 2026 Aug 06, 2026
JFS WEALTH ADVISORS, LLC History No change 108,034 8,870 0.44% 0.44% 209 0 0.0% Q2 2026 Jul 10, 2026
Waverly Advisors, LLC History No change 107,804 8,851 0.05% 0.05% 210 0 0.0% Q2 2026 Aug 14, 2026
Invariant Investment Management History Added to 107,818 8,738 5.05% 5.14% 211 +824 0.77% Q3 2026 Oct 08, 2026
SIH Partners, LLLP History No change 105,126 8,631 0.05% 0.05% 212 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 104,938 8,616 0.39% 0.39% 213 0 0.0% Q2 2026 Jul 28, 2026
Eley Financial Management, Inc History No change 104,921 8,615 2.79% 2.79% 214 0 0.0% Q2 2026 Aug 11, 2026
Midwest Heritage Bank, FSB History No change 104,873 8,611 2.44% 2.44% 215 0 0.0% Q2 2026 Jul 28, 2026
Edgestream Partners, L.P. History No change 104,759 8,601 0.26% 0.26% 216 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 104,738 8,600 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 19, 2026
Spire Wealth Management History No change 103,964 8,536 0.26% 0.26% 218 0 0.0% Q2 2026 Jul 15, 2026
Mirae Asset Global Investments Co., Ltd. History No change 103,125 8,467 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 22, 2026
Aptus Capital Advisors, LLC History No change 101,922 8,368 0.06% 0.06% 220 0 0.0% Q2 2026 Aug 12, 2026
MARINER INVESTMENT GROUP LLC History No change 101,199 8,309 1.79% 1.79% 221 0 0.0% Q2 2026 Jul 24, 2026
DURANTE & WATERS, LLC History No change 100,742 8,271 5.42% 5.42% 222 0 0.0% Q2 2026 Aug 10, 2026
Cascade Financial Partners, LLC History No change 99,694 8,185 0.71% 0.71% 223 0 0.0% Q2 2026 Aug 04, 2026
Mutual Advisors, LLC History No change 99,325 8,155 0.15% 0.15% 224 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 99,113 8,138 0.13% 0.13% 225 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 98,604 8,096 0.05% 0.05% 226 0 0.0% Q2 2026 Aug 17, 2026
Members Trust Co History No change 93,370 7,666 0.24% 0.24% 227 0 0.0% Q2 2026 Jul 31, 2026
BRADY FAMILY WEALTH, LLC History No change 93,147 7,648 2.21% 2.21% 228 0 0.0% Q2 2026 Jul 13, 2026
PATTEN & PATTEN INC/TN History No change 92,161 7,567 0.4% 0.4% 229 0 0.0% Q2 2026 Aug 05, 2026
Cerro Pacific Wealth Advisors LLC History No change 92,164 7,567 1.71% 1.71% 230 0 0.0% Q2 2026 Jul 15, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 91,691 7,528 4.32% 4.32% 231 0 0.0% Q2 2026 Jul 15, 2026
Tower Research Capital LLC (TRC) History No change 91,137 7,483 0.18% 0.18% 232 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 90,799 7,456 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 07, 2026
KFA Private Wealth Group, LLC History Reduced 91,782 7,452 1.75% 2.19% 234 -18,860 -17.05% Q3 2026 Oct 07, 2026
KELLEHER FINANCIAL ADVISORS History No change 90,436 7,425 1.05% 1.05% 235 0 0.0% Q2 2026 Aug 06, 2026
MONEY CONCEPTS CAPITAL CORP History No change 90,281 7,412 0.34% 0.34% 236 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD SECURITIES, INC. History No change 89,618 7,358 0.42% 0.42% 237 0 0.0% Q2 2026 Jul 15, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 89,004 7,308 0.52% 0.52% 238 0 0.0% Q2 2026 Jul 16, 2026
Layline Advisors, LLC History No change 87,562 7,189 6.45% 6.45% 239 0 0.0% Q2 2026 Aug 20, 2026
Boltwood Capital Management History Added to 88,031 7,148 1.61% 1.57% 240 +4,611 5.53% Q3 2026 Oct 02, 2026
Ancora Advisors LLC History No change 86,851 7,131 0.14% 0.14% 241 0 0.0% Q2 2026 Aug 14, 2026
Independent Solutions Wealth Management, LLC History No change 86,498 7,102 0.93% 0.93% 242 0 0.0% Q2 2026 Jul 29, 2026
Napier Financial, LLC History No change 85,389 7,011 1.46% 1.46% 243 0 0.0% Q2 2026 Jul 31, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 85,172 6,993 0.07% 0.07% 244 0 0.0% Q2 2026 Aug 03, 2026
Mount Lucas Management LP History No change 84,507 6,938 2.47% 2.47% 245 0 0.0% Q2 2026 Aug 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 84,438 6,933 0.4% 0.4% 246 0 0.0% Q2 2026 Jul 15, 2026
NBT BANK, N.A. History No change 83,433 6,850 0.45% 0.45% 247 0 0.0% Q2 2026 Jul 29, 2026
Westwood Wealth Management History No change 82,750 6,794 1.97% 1.97% 248 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 82,587 6,781 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 13, 2026
Kooman & Associates History No change 82,245 6,753 1.81% 1.81% 250 0 0.0% Q2 2026 Jul 22, 2026
Great Lakes Retirement, Inc. History No change 79,934 6,563 0.58% 0.58% 251 0 0.0% Q2 2026 Jul 30, 2026
Bison Wealth, LLC History No change 78,905 6,468 0.59% 0.59% 252 0 0.0% Q2 2026 Jul 07, 2026
Modus Advisors, LLC History No change 78,243 6,424 1.59% 1.59% 253 0 0.0% Q2 2026 Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 77,940 6,399 0.07% 0.07% 254 0 0.0% Q2 2026 Jul 28, 2026
Kiker Wealth Management, LLC History No change 77,686 6,378 2.49% 2.49% 255 0 0.0% Q2 2026 Jul 30, 2026
Independent Wealth Advisors LLC History No change 77,563 6,368 5.76% 5.76% 256 0 0.0% Q2 2026 Jul 27, 2026
Vestmark Advisory Solutions, Inc. History No change 76,225 6,258 0.06% 0.06% 257 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 75,973 6,238 0.03% 0.03% 258 0 0.0% Q2 2026 Jul 13, 2026
SevenBridge Financial Group, LLC History No change 76,053 6,230 0.92% 0.92% 259 0 0.0% Q2 2026 Aug 12, 2026
Able Wealth Management LLC History No change 75,736 6,218 1.43% 1.43% 260 0 0.0% Q2 2026 Jul 29, 2026
Well Done, LLC History No change 74,778 6,140 0.83% 0.83% 261 0 0.0% Q2 2026 Jul 24, 2026
WELLINGTON-ALTUS USA INC. History No change 74,306 6,135 4.37% 4.37% 262 0 0.0% Q2 2026 Sep 17, 2026
CPR Investments Inc. History No change 74,577 6,123 4.71% 4.71% 263 0 0.0% Q2 2026 Jul 14, 2026
Capasso Planning Partners LLC History No change 74,526 6,119 3.05% 3.05% 264 0 0.0% Q2 2026 Aug 18, 2026
Focus Financial Network, Inc. History No change 74,405 6,109 0.19% 0.19% 265 0 0.0% Q2 2026 Jul 09, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 74,137 6,087 0.22% 0.22% 266 0 0.0% Q2 2026 Jul 21, 2026
Oxbow Advisors, LLC History No change 74,065 6,081 0.49% 0.49% 267 0 0.0% Q2 2026 Aug 07, 2026
FIDELITY D & D BANCORP INC History No change 73,724 6,053 2.08% 2.08% 268 0 0.0% Q2 2026 Aug 05, 2026
Strategic Blueprint, LLC History No change 73,517 6,036 0.3% 0.3% 269 0 0.0% Q2 2026 Jul 23, 2026
Crescent Grove Advisors, LLC History No change 73,325 6,020 0.5% 0.5% 270 0 0.0% Q2 2026 Aug 10, 2026
American Wealth Advisors, LLC History No change 73,107 6,002 5.63% 5.63% 271 0 0.0% Q2 2026 Aug 07, 2026
Koa Wealth Management, LLC History No change 73,075 6,000 4.08% 4.08% 272 0 0.0% Q2 2026 Jul 20, 2026
PRINCIPAL SECURITIES, INC. History No change 72,255 5,932 0.07% 0.07% 273 0 0.0% Q2 2026 Aug 04, 2026
Glenview Trust Co History No change 72,231 5,930 0.08% 0.08% 274 0 0.0% Q2 2026 Aug 18, 2026
Sugar Maple Asset Management, LLC History No change 71,729 5,889 3.8% 3.8% 275 0 0.0% Q2 2026 Jul 28, 2026
Thayer Partners, LLC / MA History No change 71,247 5,850 2.42% 2.42% 276 0 0.0% Q2 2026 Jul 31, 2026
Perigon Wealth Management, LLC History No change 70,593 5,796 0.09% 0.09% 277 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 70,033 5,750 0.49% 0.49% 278 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 69,659 5,719 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 69,455 5,702 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 11, 2026
BEARING POINT CAPITAL, LLC History No change 69,117 5,675 0.77% 0.77% 281 0 0.0% Q2 2026 Aug 11, 2026
Biltmore Family Office, LLC History No change 67,774 5,564 0.73% 0.73% 282 0 0.0% Q2 2026 Aug 12, 2026
GUIDANCE CAPITAL, INC History No change 67,859 5,564 1.19% 1.19% 283 0 0.0% Q2 2026 Jul 20, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 67,732 5,561 1.02% 1.02% 284 0 0.0% Q2 2026 Aug 14, 2026
Bulltick Wealth Management, LLC History No change 67,562 5,547 1.13% 1.13% 285 0 0.0% Q2 2026 Jul 30, 2026
Banco Santander, S.A. History No change 67,368 5,531 0.03% 0.03% 286 0 0.0% Q2 2026 Jul 29, 2026
Checchi Capital Advisers, LLC History No change 67,264 5,523 0.25% 0.25% 287 0 0.0% Q2 2026 Aug 04, 2026
Ameraudi Asset Management, Inc. History No change 67,235 5,520 2.5% 2.5% 288 0 0.0% Q2 2026 Aug 06, 2026
Aries Wealth Management History No change 67,145 5,513 1.08% 1.08% 289 0 0.0% Q2 2026 Jul 24, 2026
National Philanthropic Trust History No change 66,890 5,492 0.08% 0.08% 290 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 66,578 5,466 0.06% 0.06% 291 0 0.0% Q2 2026 Aug 03, 2026
Bienville Capital Management, LLC History No change 66,573 5,466 0.73% 0.73% 292 0 0.0% Q2 2026 Aug 13, 2026
SEMITAM BONAM LLC History No change 66,497 5,460 4.01% 4.01% 293 0 0.0% Q2 2026 Jul 24, 2026
FLOW TRADERS U.S. LLC History No change 66,128 5,430 0.22% 0.22% 294 0 0.0% Q2 2026 Aug 14, 2026
Greenspring Advisors, LLC History No change 66,108 5,428 0.3% 0.3% 295 0 0.0% Q2 2026 Aug 11, 2026
Ausdal Financial Partners, Inc. History No change 65,894 5,410 0.21% 0.21% 296 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 65,859 5,407 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 65,587 5,385 0.06% 0.06% 298 0 0.0% Q2 2026 Aug 07, 2026
Wealth Enhancement Trust Services, Inc. History Added to 65,541 5,321 0.57% 0.17% 299 +47,137 256.12% Q3 2026 Oct 07, 2026
One Day In July LLC History No change 64,742 5,315 0.37% 0.37% 300 0 0.0% Q2 2026 Aug 03, 2026
MinichMacGregor Wealth Management, LLC History No change 64,091 5,262 0.8% 0.8% 301 0 0.0% Q2 2026 Jul 16, 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History No change 63,237 5,192 0.22% 0.22% 302 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 63,210 5,190 0.02% 0.02% 303 0 0.0% Q2 2026 Aug 10, 2026
GLOBALT Investments LLC / GA History No change 62,850 5,160 0.17% 0.17% 304 0 0.0% Q2 2026 Aug 10, 2026
PEOPLES BANK /OH History No change 62,034 5,093 2.62% 2.62% 305 0 0.0% Q2 2026 Jul 27, 2026
&PARTNERS History No change 61,825 5,062 0.02% 0.02% 306 0 0.0% Q2 2026 Aug 14, 2026
Arete Wealth Advisors, LLC History No change 60,779 4,990 0.33% 0.33% 307 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 60,573 4,973 0.12% 0.12% 308 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 59,914 4,919 0.06% 0.06% 309 0 0.0% Q2 2026 Aug 13, 2026
Connecticut Wealth Management, LLC History No change 59,867 4,915 0.18% 0.18% 310 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Advisor Solutions, LLC History No change 58,794 4,827 0.04% 0.04% 311 0 0.0% Q2 2026 Aug 06, 2026
FIRST NATIONAL BANK OF OMAHA History No change 56,917 4,676 0.13% 0.13% 312 0 0.0% Q2 2026 Aug 07, 2026
PCG ASSET MANAGEMENT, LLC History No change 56,418 4,632 3.32% 3.32% 313 0 0.0% Q2 2026 Jul 27, 2026
VestGen Advisors, LLC History No change 55,712 4,574 0.13% 0.13% 314 0 0.0% Q2 2026 Aug 11, 2026
MMBG INVESTMENT ADVISORS CO. History No change 55,554 4,561 0.36% 0.36% 315 0 0.0% Q2 2026 Aug 10, 2026
Rothschild Wealth LLC History No change 55,387 4,547 0.36% 0.36% 316 0 0.0% Q2 2026 Aug 11, 2026
Keel Point, LLC History No change 55,340 4,544 0.27% 0.27% 317 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 55,292 4,540 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 55,135 4,527 0.17% 0.17% 319 0 0.0% Q2 2026 Aug 06, 2026
NorthCrest Asset Manangement, LLC History No change 54,967 4,502 0.12% 0.12% 320 0 0.0% Q2 2026 Jul 15, 2026
SigFig Wealth Management, LLC History Reduced 54,867 4,455 0.11% 0.13% 321 -2,846 -4.93% Q3 2026 Oct 07, 2026
Ameritas Advisory Services, LLC History No change 53,806 4,418 0.09% 0.09% 322 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 53,650 4,405 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 13, 2026
Prepared Retirement Institute LLC History No change 53,235 4,371 1.86% 1.86% 324 0 0.0% Q2 2026 Aug 10, 2026
Integrated Advisors Network LLC History No change 52,972 4,349 0.2% 0.2% 325 0 0.0% Q2 2026 Aug 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 52,891 4,342 0.26% 0.26% 326 0 0.0% Q2 2026 Aug 10, 2026
MFA Wealth Services History No change 52,765 4,332 2.59% 2.59% 327 0 0.0% Q2 2026 Jul 21, 2026
Gemmer Asset Management LLC History No change 52,598 4,318 0.29% 0.29% 328 0 0.0% Q2 2026 Jul 15, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 52,552 4,315 0.29% 0.29% 329 0 0.0% Q2 2026 Aug 05, 2026
Balefire, LLC History Reduced 52,893 4,294 0.68% 0.77% 330 -4,403 -7.68% Q3 2026 Oct 09, 2026
Flagship Private Wealth, LLC History No change 52,264 4,291 1.52% 1.52% 331 0 0.0% Q2 2026 Aug 04, 2026
Liberty Atlantic Advisors LLC History No change 52,233 4,288 3.09% 3.09% 332 0 0.0% Q2 2026 Jul 21, 2026
Ascent Advisors, LLC History No change 52,401 4,288 4.95% 4.95% 333 0 0.0% Q2 2026 Aug 14, 2026
EAGLE GLOBAL ADVISORS LLC History No change 51,609 4,237 0.14% 0.14% 334 0 0.0% Q2 2026 Jul 30, 2026
ARS Wealth Advisors Group, LLC History No change 51,477 4,226 0.33% 0.33% 335 0 0.0% Q2 2026 Jul 16, 2026
IHT Wealth Management, LLC History No change 51,444 4,224 0.09% 0.09% 336 0 0.0% Q2 2026 Aug 14, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 51,415 4,221 1.96% 1.96% 337 0 0.0% Q2 2026 Jul 29, 2026
Blue Fin Capital, Inc. History No change 51,085 4,194 0.61% 0.61% 338 0 0.0% Q2 2026 Aug 04, 2026
Pathstone Holdings, LLC History No change 50,562 4,151 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 13, 2026
CAMBIAR INVESTORS LLC History No change 50,119 4,115 0.18% 0.18% 340 0 0.0% Q2 2026 Jul 31, 2026
Van Hulzen Asset Management, LLC History No change 50,112 4,114 0.29% 0.29% 341 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 49,976 4,103 0.06% 0.06% 342 0 0.0% Q2 2026 Aug 05, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 49,700 4,080 1.39% 1.39% 343 0 0.0% Q2 2026 Jul 21, 2026
NATIXIS ADVISORS, LLC History No change 49,367 4,053 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 14, 2026
Private Advisory Group LLC History No change 49,173 4,037 0.22% 0.22% 345 0 0.0% Q2 2026 Aug 06, 2026
WESCAP Management Group, Inc. History No change 49,054 4,027 0.75% 0.75% 346 0 0.0% Q2 2026 Aug 11, 2026
JGP Wealth Management, LLC History No change 48,915 4,016 0.36% 0.36% 347 0 0.0% Q2 2026 Jul 07, 2026
Petros Family Wealth, LLC History No change 48,808 4,007 2.45% 2.45% 348 0 0.0% Q2 2026 Jul 27, 2026
Western Wealth Management, LLC History No change 48,768 4,004 0.13% 0.13% 349 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 48,239 3,960 0.05% 0.05% 350 0 0.0% Q2 2026 Jul 22, 2026
AQR CAPITAL MANAGEMENT LLC History No change 48,024 3,943 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 47,814 3,926 0.07% 0.07% 352 0 0.0% Q2 2026 Jul 21, 2026
Wescott Financial Advisory Group, LLC History No change 47,624 3,910 0.3% 0.3% 353 0 0.0% Q2 2026 Aug 04, 2026
LAZARD ASSET MANAGEMENT LLC History No change 47,174 3,873 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 46,811 3,843 0.02% 0.02% 355 0 0.0% Q2 2026 Aug 12, 2026
Compass Wealth Management, LLC/GA History No change 46,668 3,831 1.53% 1.53% 356 0 0.0% Q2 2026 Jul 21, 2026
Corecam Pte. Ltd. History No change 46,269 3,799 1.44% 1.44% 357 0 0.0% Q2 2026 Jul 14, 2026
Perennial Advisors, LLC History No change 46,088 3,784 0.58% 0.58% 358 0 0.0% Q2 2026 Jul 13, 2026
Intrua Financial, LLC History No change 45,657 3,748 0.34% 0.34% 359 0 0.0% Q2 2026 Jul 24, 2026
Martin Capital Partners, LLC History Added to 45,903 3,727 1.34% 1.36% 360 +897 1.99% Q3 2026 Oct 07, 2026
STOCK YARDS BANK & TRUST CO History No change 44,646 3,665 0.1% 0.1% 361 0 0.0% Q2 2026 Aug 19, 2026
BFSG, LLC History No change 44,095 3,620 0.32% 0.32% 362 0 0.0% Q2 2026 Jul 20, 2026
Performance Wealth Partners, LLC History No change 44,095 3,620 0.09% 0.09% 363 0 0.0% Q2 2026 Aug 07, 2026
Hudock, Inc. History No change 43,860 3,601 0.46% 0.46% 364 0 0.0% Q2 2026 Jul 31, 2026
Merit Financial Group, LLC History No change 43,106 3,539 0.02% 0.02% 365 0 0.0% Q2 2026 Jul 20, 2026
Topel & Distasi Wealth Management, LLC History No change 43,026 3,532 1.7% 1.7% 366 0 0.0% Q2 2026 Aug 07, 2026
Arax Advisory Partners History No change 42,815 3,515 0.02% 0.02% 367 0 0.0% Q2 2026 Aug 10, 2026
Carr Financial Group Corp History No change 42,683 3,504 0.81% 0.81% 368 0 0.0% Q2 2026 Aug 06, 2026
ASPIRIANT, LLC History No change 42,425 3,483 0.09% 0.09% 369 0 0.0% Q2 2026 Jul 20, 2026
Rooted Wealth Advisors, Inc. History No change 42,303 3,473 0.85% 0.85% 370 0 0.0% Q2 2026 Jul 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 41,730 3,426 0.06% 0.06% 371 0 0.0% Q2 2026 Jul 15, 2026
Winch Advisory Services, LLC History No change 41,695 3,423 0.71% 0.71% 372 0 0.0% Q2 2026 Aug 06, 2026
Black Swift Group, LLC History No change 41,575 3,413 0.49% 0.49% 373 0 0.0% Q2 2026 Aug 13, 2026
Samalin Investment Counsel, LLC History No change 41,406 3,399 1.06% 1.06% 374 0 0.0% Q2 2026 Jul 27, 2026
LightSquare Wealth Management, LLC History No change 41,360 3,396 2.34% 2.34% 375 0 0.0% Q2 2026 Aug 03, 2026
Atria Investments, Inc History No change 41,324 3,393 0.03% 0.03% 376 0 0.0% Q2 2026 Jul 28, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 41,394 3,387 1.09% 1.09% 377 0 0.0% Q2 2026 Jul 23, 2026
Investment Research Partners LLC History No change 40,764 3,347 1.13% 1.13% 378 0 0.0% Q2 2026 Aug 04, 2026
Compound Planning, Inc. History No change 40,696 3,341 0.09% 0.09% 379 0 0.0% Q2 2026 Aug 04, 2026
All Terrain Financial Advisors, LLC History No change 40,483 3,324 0.54% 0.54% 380 0 0.0% Q2 2026 Aug 11, 2026
Gallagher Fiduciary Advisors, LLC History No change 40,232 3,303 0.11% 0.11% 381 0 0.0% Q2 2026 Aug 14, 2026
Mascoma Wealth Management LLC History No change 40,186 3,299 0.61% 0.61% 382 0 0.0% Q2 2026 Jul 24, 2026
DSG Capital Advisors, LLC History No change 40,015 3,278 0.47% 0.47% 383 0 0.0% Q2 2026 Aug 06, 2026
Discipline Wealth Solutions, LLC History No change 39,560 3,248 0.28% 0.28% 384 0 0.0% Q2 2026 Jul 21, 2026
WHI TRUST Co LLC History No change 39,549 3,247 2.1% 2.1% 385 0 0.0% Q2 2026 Aug 11, 2026
Plan Group Financial, LLC History No change 39,402 3,235 0.67% 0.67% 386 0 0.0% Q2 2026 Aug 03, 2026
Westside Investment Management, Inc. History No change 39,014 3,203 0.42% 0.42% 387 0 0.0% Q2 2026 Jul 27, 2026
Blue Capital, Inc. History No change 38,944 3,197 2.03% 2.03% 388 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 38,917 3,195 0.05% 0.05% 389 0 0.0% Q2 2026 Aug 10, 2026
Trivium Point Advisory, LLC History No change 38,768 3,183 0.29% 0.29% 390 0 0.0% Q2 2026 Aug 06, 2026
Tactive Advisors, LLC History Added to 38,348 3,113 0.75% 0.4% 391 +18,645 94.63% Q3 2026 Oct 08, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 37,894 3,111 0.22% 0.22% 392 0 0.0% Q2 2026 Jul 07, 2026
Investment Advisory Group, LLC History No change 37,887 3,110 0.67% 0.67% 393 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 38,330 3,106 0.45% 0.41% 394 +3,568 10.26% Q3 2026 Oct 08, 2026
HCR Wealth Advisors History No change 37,813 3,104 0.28% 0.28% 395 0 0.0% Q2 2026 Jul 13, 2026
Park Edge Advisors, LLC History No change 37,763 3,100 0.65% 0.65% 396 0 0.0% Q2 2026 Jul 10, 2026
Smartleaf Asset Management LLC History No change 36,999 3,040 0.1% 0.1% 397 0 0.0% Q2 2026 Aug 12, 2026
INVESTMENT HOUSE LLC History No change 36,700 3,013 0.14% 0.14% 398 0 0.0% Q2 2026 Jul 31, 2026
CIBC WORLD MARKET INC. History No change 36,574 3,003 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 13, 2026
IF Advisors, LLC History No change 36,199 2,972 1.95% 1.95% 400 0 0.0% Q2 2026 Aug 13, 2026
Laurel Wealth Advisors LLC History No change 36,167 2,969 0.29% 0.29% 401 0 0.0% Q2 2026 Jul 17, 2026
RFG Advisory, LLC History No change 36,097 2,963 0.05% 0.05% 402 0 0.0% Q2 2026 Jul 15, 2026
Gateway Wealth Partners, LLC History No change 35,676 2,929 0.18% 0.18% 403 0 0.0% Q2 2026 Aug 04, 2026
BIRCH FINANCIAL GROUP, LLC History No change 35,473 2,912 1.5% 1.5% 404 0 0.0% Q2 2026 Jul 15, 2026
Allworth Financial LP History No change 35,039 2,877 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 11, 2026
BEAM WEALTH ADVISORS, INC. History No change 34,744 2,852 0.63% 0.63% 406 0 0.0% Q2 2026 Jul 29, 2026
Counterweight Ventures, LLC History No change 34,374 2,822 1.41% 1.41% 407 0 0.0% Q2 2026 Jul 23, 2026
Capital Analysts, LLC History No change 34,216 2,809 0.06% 0.06% 408 0 0.0% Q2 2026 Aug 05, 2026
QUADRANT CAPITAL GROUP LLC History No change 33,491 2,749 0.08% 0.08% 409 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 33,457 2,747 0.06% 0.06% 410 0 0.0% Q2 2026 Jul 17, 2026
Peak Asset Management, LLC History No change 33,428 2,744 0.4% 0.4% 411 0 0.0% Q2 2026 Aug 13, 2026
Essential Planning, LLC. History No change 33,346 2,738 0.77% 0.77% 412 0 0.0% Q2 2026 Aug 03, 2026
American Investment Services, Inc. History No change 33,084 2,716 0.57% 0.57% 413 0 0.0% Q2 2026 Aug 12, 2026
SpringVest Wealth Management LLC History No change 33,069 2,715 1.71% 1.71% 414 0 0.0% Q2 2026 Jul 22, 2026
Wick Capital Partners, LLC History No change 33,038 2,712 0.41% 0.41% 415 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 32,954 2,706 0.07% 0.07% 416 0 0.0% Q2 2026 Jul 28, 2026
AlphaCore Capital LLC History No change 32,843 2,696 0.05% 0.05% 417 0 0.0% Q2 2026 Aug 06, 2026
Sequent Planning LLC History No change 32,782 2,691 0.58% 0.58% 418 0 0.0% Q2 2026 Aug 14, 2026
United Community Bank History No change 32,635 2,679 0.83% 0.83% 419 0 0.0% Q2 2026 Aug 13, 2026
Single Point Partners, LLC History No change 32,557 2,673 0.47% 0.47% 420 0 0.0% Q2 2026 Jul 16, 2026
PW Nova Financial Services LLC History No change 32,348 2,656 0.57% 0.57% 421 0 0.0% Q2 2026 Jul 29, 2026
INVESTED ADVISORS History No change 32,335 2,655 2.35% 2.35% 422 0 0.0% Q2 2026 Aug 04, 2026
Heritage Wealth Management, Inc. /CA/ History No change 31,508 2,587 0.98% 0.98% 423 0 0.0% Q2 2026 Jul 22, 2026
NWAM LLC History No change 31,155 2,558 0.13% 0.13% 424 0 0.0% Q2 2026 Jul 23, 2026
BRAVE ASSET MANAGEMENT INC History No change 31,032 2,548 0.55% 0.55% 425 0 0.0% Q2 2026 Jul 08, 2026
Chesley Taft & Associates LLC History No change 31,008 2,546 0.1% 0.1% 426 0 0.0% Q2 2026 Jul 08, 2026
SFG Wealth Management, LLC. History No change 31,012 2,546 0.92% 0.92% 427 0 0.0% Q2 2026 Jul 22, 2026
Gladstone Institutional Advisory LLC History No change 30,914 2,538 0.08% 0.08% 428 0 0.0% Q2 2026 Jul 27, 2026
Community Bank, N.A. History No change 30,669 2,518 0.27% 0.27% 429 0 0.0% Q2 2026 Aug 13, 2026
Noble Family Wealth, LLC History No change 30,491 2,503 0.45% 0.45% 430 0 0.0% Q2 2026 Aug 04, 2026
Trek Financial, LLC History No change 30,162 2,476 0.12% 0.12% 431 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE MANAGEMENT GROUP INC History No change 30,144 2,475 0.07% 0.07% 432 0 0.0% Q2 2026 Jul 31, 2026
Irenic Capital Management LP History No change 30,000 2,463 0.12% 0.12% 433 0 0.0% Q2 2026 Aug 14, 2026
Envision Financial Transparency, LLC History No change 29,505 2,447 2.09% 2.09% 434 0 0.0% Q2 2026 Aug 21, 2026
Howard Capital Management, LLC History No change 29,186 2,396 0.03% 0.03% 435 0 0.0% Q2 2026 Jul 28, 2026
CIBC Bancorp USA Inc. History No change 29,155 2,393 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 13, 2026
Christensen, King & Associates Investment Services, Inc. History No change 29,080 2,387 0.95% 0.95% 437 0 0.0% Q2 2026 Jul 14, 2026
Archford Capital Strategies, LLC History No change 29,001 2,381 0.24% 0.24% 438 0 0.0% Q2 2026 Jul 17, 2026
Welch Group, LLC History No change 28,930 2,375 0.08% 0.08% 439 0 0.0% Q2 2026 Jul 23, 2026
Maridea Wealth Management LLC History No change 28,878 2,371 0.26% 0.26% 440 0 0.0% Q2 2026 Aug 06, 2026
1015 Capital Partners, LLC History No change 28,852 2,369 1.98% 1.98% 441 0 0.0% Q2 2026 Jul 21, 2026
Bright Futures Wealth Management, LLC. History No change 28,719 2,358 1.52% 1.52% 442 0 0.0% Q2 2026 Jul 24, 2026
COFG Advisors, LLC History No change 28,677 2,354 0.41% 0.41% 443 0 0.0% Q2 2026 Aug 14, 2026
Traub Capital Management LLC History No change 28,561 2,345 2.09% 2.09% 444 0 0.0% Q2 2026 Jul 23, 2026
Prospera Financial Services Inc History No change 28,472 2,337 0.03% 0.03% 445 0 0.0% Q2 2026 Jul 15, 2026
Tillman Hartley LLC History No change 28,140 2,310 0.52% 0.52% 446 0 0.0% Q2 2026 Aug 06, 2026
EPG Wealth Management LLC History No change 28,016 2,300 0.55% 0.55% 447 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 27,983 2,297 0.23% 0.23% 448 0 0.0% Q2 2026 Aug 13, 2026
RMR Wealth Builders History No change 27,942 2,294 0.14% 0.14% 449 0 0.0% Q2 2026 Jul 24, 2026
Ruggiero Investments, Inc. History No change 27,890 2,290 1.93% 1.93% 450 0 0.0% Q2 2026 Aug 14, 2026
Boston Partners History No change 27,818 2,284 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 04, 2026
Integras Partners LLC History No change 27,778 2,280 1.26% 1.26% 452 0 0.0% Q2 2026 Jul 24, 2026
Choate Investment Advisors History No change 27,739 2,277 0.04% 0.04% 453 0 0.0% Q2 2026 Aug 11, 2026
Argyle Capital Partners, LLC History No change 27,675 2,272 1.43% 1.43% 454 0 0.0% Q2 2026 Aug 07, 2026
Patten Group, Inc. History No change 27,633 2,268 0.35% 0.35% 455 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Partners, LTD. History No change 27,577 2,264 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 11, 2026
St. James Investment Company, LLC History No change 27,518 2,259 0.36% 0.36% 457 0 0.0% Q2 2026 Aug 11, 2026
Arrow Investment Advisors, LLC History No change 27,311 2,242 2.17% 2.17% 458 0 0.0% Q2 2026 Aug 04, 2026
Strategies Wealth Advisors, LLC History No change 27,306 2,242 0.2% 0.2% 459 0 0.0% Q2 2026 Aug 14, 2026
Expressive Wealth LLC History No change 27,171 2,231 2.11% 2.11% 460 0 0.0% Q2 2026 Aug 11, 2026
FAMILY WEALTH PARTNERS, LLC History No change 27,061 2,221 0.68% 0.68% 461 0 0.0% Q2 2026 Jul 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 27,015 2,218 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 13, 2026
HEADINVEST, LLC History No change 26,990 2,216 0.41% 0.41% 463 0 0.0% Q2 2026 Aug 14, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 26,964 2,214 0.21% 0.21% 464 0 0.0% Q2 2026 Jul 09, 2026
CULLEN/FROST BANKERS, INC. History No change 26,647 2,188 0.02% 0.02% 465 0 0.0% Q2 2026 Jul 27, 2026
Realta Investment Advisors History No change 26,483 2,174 0.68% 0.68% 466 0 0.0% Q2 2026 Jul 20, 2026
PACIFIC FINANCIAL GROUP INC History No change 26,458 2,172 1.04% 1.04% 467 0 0.0% Q2 2026 Aug 13, 2026
Blue Edge Capital, LLC History No change 264,332 2,170 0.26% 0.26% 468 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 26,303 2,159 0.01% 0.01% 469 0 0.0% Q2 2026 Jul 29, 2026
Strata Wealth Advisors, LLC History No change 26,302 2,159 0.53% 0.53% 470 0 0.0% Q2 2026 Aug 05, 2026
INTEGRITY ALLIANCE, LLC. History No change 26,160 2,148 0.07% 0.07% 471 0 0.0% Q2 2026 Jul 31, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 25,916 2,127 0.13% 0.13% 472 0 0.0% Q2 2026 Jul 31, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 25,876 2,124 0.72% 0.72% 473 0 0.0% Q2 2026 Jul 09, 2026
NTV ASSET MANAGEMENT LLC History No change 25,838 2,121 0.21% 0.21% 474 0 0.0% Q2 2026 Aug 05, 2026
Whitcomb & Hess, Inc. History Added to 26,033 2,113 0.45% 0.43% 475 +1,844 7.62% Q3 2026 Oct 07, 2026
United Asset Strategies, Inc. History No change 25,642 2,105 0.15% 0.15% 476 0 0.0% Q2 2026 Jul 13, 2026
VestGen Investment Management History No change 25,603 2,102 1.11% 1.11% 477 0 0.0% Q2 2026 Jul 31, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 25,555 2,098 0.03% 0.03% 478 0 0.0% Q2 2026 Aug 11, 2026
GWN SECURITIES INC. History No change 25,542 2,097 0.35% 0.35% 479 0 0.0% Q2 2026 Aug 05, 2026
AMERICAN CAPITAL MANAGEMENT INC History No change 25,524 2,095 0.09% 0.09% 480 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 25,521 2,095 0.17% 0.17% 481 0 0.0% Q2 2026 Aug 06, 2026
Penobscot Investment Management Company, Inc. History No change 25,425 2,087 0.14% 0.14% 482 0 0.0% Q2 2026 Jul 24, 2026
LFA - Lugano Financial Advisors SA History No change 25,214 2,070 1.25% 1.25% 483 0 0.0% Q2 2026 Jul 28, 2026
Simplicity Wealth,LLC History No change 25,196 2,068 0.07% 0.07% 484 0 0.0% Q2 2026 Aug 06, 2026
MV CAPITAL MANAGEMENT, INC. History No change 25,160 2,065 0.18% 0.18% 485 0 0.0% Q2 2026 Jul 30, 2026
Vise Technologies, Inc. History No change 25,140 2,064 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 10, 2026
Rehmann Capital Advisory Group History No change 25,123 2,059 0.09% 0.09% 487 0 0.0% Q2 2026 Aug 20, 2026
Israel Discount Bank of New York History No change 25,067 2,058 3.81% 3.81% 488 0 0.0% Q2 2026 Jul 07, 2026
J. Safra Sarasin Holding AG History No change 25,000 2,052 0.03% 0.03% 489 0 0.0% Q2 2026 Jul 31, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 24,793 2,035 1.48% 1.48% 490 0 0.0% Q2 2026 Jul 24, 2026
PMG Wealth Management, Inc. History No change 24,828 2,032 1.26% 1.26% 491 0 0.0% Q2 2026 Aug 05, 2026
Midwest Professional Planners, LTD. History No change 24,634 2,022 0.4% 0.4% 492 0 0.0% Q2 2026 Aug 05, 2026
Cooper Financial Group History Added to 24,439 1,984 0.16% 0.16% 493 +991 4.23% Q3 2026 Oct 07, 2026
Financial Harvest, LLC History No change 24,168 1,984 0.82% 0.82% 494 0 0.0% Q2 2026 Aug 10, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 24,156 1,983 1.07% 1.07% 495 0 0.0% Q2 2026 Aug 11, 2026
Latko Wealth Management, Ltd. History No change 23,837 1,957 0.83% 0.83% 496 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY TRUST CO History No change 23,809 1,954 0.02% 0.02% 497 0 0.0% Q2 2026 Aug 13, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 23,725 1,948 0.14% 0.14% 498 0 0.0% Q2 2026 Jul 28, 2026
Roundview Capital LLC History No change 23,723 1,947 0.11% 0.11% 499 0 0.0% Q2 2026 Jul 30, 2026
Ted Buchan & Co History No change 23,480 1,927 0.63% 0.63% 500 0 0.0% Q2 2026 Jul 23, 2026
GTS SECURITIES LLC History No change 23,399 1,921 0.04% 0.04% 501 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 23,404 1,921 0.38% 0.38% 502 0 0.0% Q2 2026 Jul 22, 2026
Empirical Asset Management, LLC History No change 23,385 1,920 0.43% 0.43% 503 0 0.0% Q2 2026 Aug 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 23,306 1,913 0.28% 0.28% 504 0 0.0% Q2 2026 Jul 21, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 23,555 1,912 1.28% 1.18% 505 +2,161 10.1% Q3 2026 Oct 09, 2026
StoneX Group Inc. History No change 23,266 1,910 0.08% 0.08% 506 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 23,262 1,910 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 23,219 1,906 0.04% 0.04% 508 0 0.0% Q2 2026 Aug 13, 2026
K.J. Harrison & Partners Inc History No change 23,200 1,904 0.27% 0.27% 509 0 0.0% Q2 2026 Aug 07, 2026
Valmark Advisers, Inc. History No change 23,056 1,893 0.02% 0.02% 510 0 0.0% Q2 2026 Aug 06, 2026
Shepherd Financial Partners LLC History No change 23,065 1,893 0.16% 0.16% 511 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 22,756 1,868 0.13% 0.13% 512 0 0.0% Q2 2026 Jul 21, 2026
Tower Wealth Partners, Inc. History No change 22,732 1,866 0.92% 0.92% 513 0 0.0% Q2 2026 Aug 12, 2026
EFG International AG History No change 22,645 1,859 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 14, 2026
Union Bancaire Privee, UBP SA History No change 22,558 1,853 0.02% 0.02% 515 0 0.0% Q2 2026 Jul 16, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 22,490 1,846 0.11% 0.11% 516 0 0.0% Q2 2026 Jul 21, 2026
Savvy Advisors, Inc. History No change 22,488 1,846 0.04% 0.04% 517 0 0.0% Q2 2026 Aug 03, 2026
TFB Advisors LLC History No change 22,307 1,831 0.81% 0.81% 518 0 0.0% Q2 2026 Aug 06, 2026
VERUS CAPITAL PARTNERS, LLC History No change 22,223 1,824 0.1% 0.1% 519 0 0.0% Q2 2026 Aug 06, 2026
Councilor Wealth, LLC History Reduced 22,436 1,821 0.75% 0.77% 520 -776 -3.34% Q3 2026 Oct 09, 2026
Towercrest Capital Management History No change 21,993 1,805 0.25% 0.25% 521 0 0.0% Q2 2026 Aug 03, 2026
SURIENCE PRIVATE WEALTH LLC History No change 21,671 1,779 1.56% 1.56% 522 0 0.0% Q2 2026 Jul 24, 2026
TriaGen Wealth Management LLC History No change 21,592 1,772 0.44% 0.44% 523 0 0.0% Q2 2026 Jul 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 21,586 1,772 0.07% 0.07% 524 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 21,564 1,770 0.07% 0.07% 525 0 0.0% Q2 2026 Jul 20, 2026
Entelevest, LLC History No change 21,557 1,770 1.51% 1.51% 526 0 0.0% Q2 2026 Jul 22, 2026
Avior Wealth Management, LLC History No change 21,417 1,758 0.05% 0.05% 527 0 0.0% Q2 2026 Jul 07, 2026
Severin Investments, LLC History No change 21,398 1,756 1.32% 1.32% 528 0 0.0% Q2 2026 Aug 14, 2026
Redhawk Wealth Advisors, Inc. History No change 21,353 1,753 0.17% 0.17% 529 0 0.0% Q2 2026 Jul 09, 2026
Stratos Wealth Advisors, LLC History No change 21,288 1,748 0.1% 0.1% 530 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 21,274 1,746 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 12, 2026
Milestones Private Investment Advisors LLC History No change 21,212 1,741 1.39% 1.39% 532 0 0.0% Q2 2026 Jul 24, 2026
CHOREO, LLC History No change 21,042 1,727 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 04, 2026
Bucket List Wealth Management, LLC History No change 21,020 1,725 0.85% 0.85% 534 0 0.0% Q2 2026 Jul 16, 2026
Aegis Wealth Management LLC History No change 20,871 1,713 0.81% 0.81% 535 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Advisory Partners LLC History No change 20,868 1,713 0.03% 0.03% 536 0 0.0% Q2 2026 Jul 09, 2026
Sequoia Financial Advisors, LLC History No change 20,811 1,708 0.01% 0.01% 537 0 0.0% Q2 2026 Jul 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 21,017 1,706 0.11% 0.07% 538 +8,959 74.3% Q3 2026 Oct 08, 2026
Geneos Wealth Management Inc. History No change 20,751 1,703 0.03% 0.03% 539 0 0.0% Q2 2026 Aug 06, 2026
Enclave Advisors LLC History No change 20,735 1,702 0.22% 0.22% 540 0 0.0% Q2 2026 Jul 14, 2026
Midwest Trust Co History No change 20,617 1,692 0.02% 0.02% 541 0 0.0% Q2 2026 Aug 04, 2026
Tranquilli Financial Advisor LLC History No change 20,549 1,687 0.91% 0.91% 542 0 0.0% Q2 2026 Aug 07, 2026
William Howard & Co Financial Advisors Inc History No change 20,523 1,685 1.31% 1.31% 543 0 0.0% Q2 2026 Jul 09, 2026
GeoWealth Management, LLC History No change 20,353 1,671 0.05% 0.05% 544 0 0.0% Q2 2026 Jul 30, 2026
Regal Investment Advisors LLC History No change 20,259 1,663 0.09% 0.09% 545 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 20,283 1,660 0.03% 0.03% 546 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 20,283 1,660 0.03% 0.03% 547 0 0.0% Q2 2026 Jul 29, 2026
Invesco Ltd. History No change 20,067 1,647 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 14, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 19,874 1,631 1.06% 1.06% 549 0 0.0% Q2 2026 Jul 28, 2026
MCDONALD PARTNERS LLC History No change 19,747 1,621 0.39% 0.39% 550 0 0.0% Q2 2026 Jul 28, 2026
Jump Financial, LLC History No change 19,737 1,620 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 19,766 1,617 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 27, 2026
King Wealth Management Group History No change 19,569 1,607 0.18% 0.18% 553 0 0.0% Q2 2026 Aug 05, 2026
DOCK STREET ASSET MANAGEMENT INC History No change 19,528 1,603 0.15% 0.15% 554 0 0.0% Q2 2026 Jul 30, 2026
4J Wealth Management LLC History No change 19,521 1,602 0.79% 0.79% 555 0 0.0% Q2 2026 Jul 21, 2026
Stonebridge Financial Group, LLC History Reduced 19,571 1,589 0.12% 0.13% 556 -674 -3.33% Q3 2026 Oct 01, 2026
WAYSTONE ADVISORS LLC History No change 19,235 1,579 1.18% 1.18% 557 0 0.0% Q2 2026 Jul 16, 2026
B. Riley Wealth Advisors, Inc. History No change 19,202 1,577 0.08% 0.08% 558 0 0.0% Q2 2026 Jul 14, 2026
PFG Investments, LLC History No change 19,134 1,571 0.06% 0.06% 559 0 0.0% Q2 2026 Jul 23, 2026
Pacific Point Advisors, LLC History No change 19,030 1,562 0.71% 0.71% 560 0 0.0% Q2 2026 Jul 24, 2026
WLTH Capital Management, LLC History No change 18,588 1,526 0.98% 0.98% 561 0 0.0% Q2 2026 Jul 09, 2026
NVWM, LLC History No change 18,572 1,524 0.31% 0.31% 562 0 0.0% Q2 2026 Jul 28, 2026
NDWM LLC History No change 18,454 1,515 0.89% 0.89% 563 0 0.0% Q2 2026 Jul 23, 2026
Belpointe Asset Management LLC History No change 18,276 1,500 0.05% 0.05% 564 0 0.0% Q2 2026 Jul 31, 2026
Maxele Advisors, LLC History No change 18,231 1,496 1.05% 1.05% 565 0 0.0% Q2 2026 Aug 14, 2026
Formidable Asset Management, LLC History No change 18,076 1,492 0.24% 0.24% 566 0 0.0% Q2 2026 Jul 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 18,147 1,490 0.13% 0.13% 567 0 0.0% Q2 2026 Jul 27, 2026
N10 WEALTH, LLC History No change 18,094 1,485 0.53% 0.53% 568 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 17,949 1,473 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 12, 2026
Auxano Advisors, LLC History No change 17,938 1,472 0.28% 0.28% 570 0 0.0% Q2 2026 Aug 07, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 17,560 1,441 0.39% 0.39% 571 0 0.0% Q2 2026 Jul 09, 2026
Buska Wealth Management, LLC History Added to 17,722 1,439 0.5% 0.38% 572 +4,813 37.28% Q3 2026 Oct 07, 2026
Pacific Park Financial, Inc. History No change 17,505 1,437 0.83% 0.83% 573 0 0.0% Q2 2026 Jul 21, 2026
Freestate Advisors LLC History Reduced 17,592 1,428 1.1% 1.1% 574 -409 -2.27% Q3 2026 Oct 09, 2026
Chemistry Wealth Management LLC History No change 17,395 1,428 0.23% 0.23% 575 0 0.0% Q2 2026 Jul 09, 2026
NORTHERN TRUST CORP History No change 17,219 1,413 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL COUNSEL LLC/NY History No change 17,100 1,404 0.05% 0.05% 577 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Partners, LLC History No change 17,105 1,404 0.32% 0.32% 578 0 0.0% Q2 2026 Jul 22, 2026
Objective Capital Management, LLC History No change 16,655 1,367 1.21% 1.21% 579 0 0.0% Q2 2026 Jul 20, 2026
Arrowroot Family Office, LLC History No change 16,600 1,363 0.39% 0.39% 580 0 0.0% Q2 2026 Aug 06, 2026
Independent Wealth Network Inc. History No change 16,400 1,346 0.34% 0.34% 581 0 0.0% Q2 2026 Jul 20, 2026
Robinson Value Management, Ltd. History No change 16,379 1,344 0.72% 0.72% 582 0 0.0% Q2 2026 Aug 10, 2026
Zhang Financial LLC History No change 16,379 1,344 0.04% 0.04% 583 0 0.0% Q2 2026 Jul 30, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 16,207 1,330 0.03% 0.03% 584 0 0.0% Q2 2026 Aug 11, 2026
Element Wealth, LLC History No change 16,126 1,324 0.5% 0.5% 585 0 0.0% Q2 2026 Aug 14, 2026
Stronghold Wealth Management L.L.C. History No change 16,053 1,318 1.76% 1.76% 586 0 0.0% Q2 2026 Jul 24, 2026
TRUE Private Wealth Advisors History No change 16,031 1,316 0.11% 0.11% 587 0 0.0% Q2 2026 Jul 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 15,918 1,307 0.02% 0.02% 588 0 0.0% Q2 2026 Jul 20, 2026
WealthShield Partners, LLC History No change 15,863 1,302 0.2% 0.2% 589 0 0.0% Q2 2026 Aug 12, 2026
Brightwater Advisory LLC History No change 15,804 1,297 0.82% 0.82% 590 0 0.0% Q2 2026 Aug 07, 2026
Summa Corp. History No change 15,714 1,290 0.4% 0.4% 591 0 0.0% Q2 2026 Aug 06, 2026
Coastal Bridge Advisors, LLC History No change 15,678 1,287 0.08% 0.08% 592 0 0.0% Q2 2026 Aug 17, 2026
Canandaigua National Trust Co of Florida History New 15,806 1,283 0.71% — 593 +15,806 New Q3 2026 Oct 07, 2026
Mullooly Asset Management, Inc. History No change 15,609 1,281 0.39% 0.39% 594 0 0.0% Q2 2026 Aug 05, 2026
LEIGH BALDWIN & CO., LLC History No change 15,448 1,268 0.68% 0.68% 595 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 15,412 1,265 0.17% 0.17% 596 0 0.0% Q2 2026 Jul 16, 2026
LOWERY THOMAS, LLC History No change 15,377 1,262 0.62% 0.62% 597 0 0.0% Q2 2026 Jul 29, 2026
ROCKLAND TRUST CO History Reduced 15,459 1,255 0.05% 0.05% 598 -332 -2.1% Q3 2026 Oct 05, 2026
GenTrust, LLC History No change 15,055 1,236 0.05% 0.05% 599 0 0.0% Q2 2026 Aug 06, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC History No change 15,043 1,235 0.53% 0.53% 600 0 0.0% Q2 2026 Jul 13, 2026
Rather & Kittrell, Inc. History No change 15,000 1,231 0.17% 0.17% 601 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History No change 14,989 1,230 0.03% 0.03% 602 0 0.0% Q2 2026 Jul 22, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 14,935 1,226 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 10, 2026
Finer Wealth Management, Inc. History No change 14,809 1,215 0.54% 0.54% 604 0 0.0% Q2 2026 Aug 03, 2026
ZEGA Investments, LLC History No change 14,784 1,213 0.12% 0.12% 605 0 0.0% Q2 2026 Jul 31, 2026
Foundry Financial Group, Inc. History No change 14,546 1,194 0.52% 0.52% 606 0 0.0% Q2 2026 Jul 22, 2026
WEST PACES ADVISORS INC. History No change 14,486 1,189 0.2% 0.2% 607 0 0.0% Q2 2026 Jul 17, 2026
Cadia Private Client LLC History No change 14,480 1,188 0.85% 0.85% 608 0 0.0% Q2 2026 Aug 11, 2026
Platform Technology Partners History No change 14,386 1,181 0.19% 0.19% 609 0 0.0% Q2 2026 Jul 24, 2026
TrustWell Financial Advisors, LLC History No change 14,303 1,174 1.0% 1.0% 610 0 0.0% Q2 2026 Jul 22, 2026
Financial Management Professionals, Inc. History No change 14,230 1,168 0.11% 0.11% 611 0 0.0% Q2 2026 Jul 09, 2026
WARNER FINANCIAL, INC History No change 14,113 1,158 0.34% 0.34% 612 0 0.0% Q2 2026 Jul 09, 2026
L.K. Benson & Company, P.C. History No change 13,993 1,148 0.35% 0.35% 613 0 0.0% Q2 2026 Jul 24, 2026
Oliver Luxxe Assets LLC History No change 13,962 1,146 0.17% 0.17% 614 0 0.0% Q2 2026 Jul 09, 2026
SSA SWISS ADVISORS AG History No change 13,897 1,141 0.43% 0.43% 615 0 0.0% Q2 2026 Aug 05, 2026
CHAPIN DAVIS, INC. History Added to 14,046 1,140 0.22% 0.2% 616 +96 0.69% Q3 2026 Oct 08, 2026
Guardian Partners Inc. History No change 13,634 1,119 0.1% 0.1% 617 0 0.0% Q2 2026 Jul 29, 2026
STRATEGY ASSET MANAGERS LLC History No change 13,610 1,117 0.17% 0.17% 618 0 0.0% Q2 2026 Aug 14, 2026
Aspire Growth Partners LLC History No change 13,585 1,115 0.65% 0.65% 619 0 0.0% Q2 2026 Jul 29, 2026
SageView Advisory Group, LLC History No change 13,558 1,113 0.04% 0.04% 620 0 0.0% Q2 2026 Aug 10, 2026
Carnegie Investment Counsel History No change 13,462 1,105 0.02% 0.02% 621 0 0.0% Q2 2026 Jul 30, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 13,459 1,105 0.65% 0.65% 622 0 0.0% Q2 2026 Jul 21, 2026
Valpey Financial Services, LLC History No change 13,420 1,101 0.66% 0.66% 623 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History Added to 13,551 1,100 0.03% 0.0% 624 +13,151 3287.75% Q3 2026 Oct 05, 2026
Palumbo Wealth Management LLC History No change 13,399 1,100 0.23% 0.23% 625 0 0.0% Q2 2026 Aug 12, 2026
Highland Investment Advisors LLC History No change 13,387 1,099 0.48% 0.48% 626 0 0.0% Q2 2026 Aug 13, 2026
STAPP WEALTH MANAGEMENT, PLLC History No change 13,377 1,098 1.43% 1.43% 627 0 0.0% Q2 2026 Jul 21, 2026
Markin Asset Management, LP History No change 13,289 1,091 0.93% 0.93% 628 0 0.0% Q2 2026 Jul 13, 2026
Cogent Private Wealth, Inc. History No change 13,246 1,087 0.68% 0.68% 629 0 0.0% Q2 2026 Aug 05, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 13,160 1,080 0.07% 0.07% 630 0 0.0% Q2 2026 Aug 04, 2026
RDA Financial Network History No change 13,111 1,076 0.23% 0.23% 631 0 0.0% Q2 2026 Jul 06, 2026
Compass Ion Advisors, LLC History No change 13,057 1,072 0.09% 0.09% 632 0 0.0% Q2 2026 Aug 12, 2026
Acorn Wealth Advisors, LLC History No change 13,023 1,069 0.26% 0.26% 633 0 0.0% Q2 2026 Jul 30, 2026
AlphaCentric Advisors LLC History No change 12,954 1,063 0.9% 0.9% 634 0 0.0% Q2 2026 Jul 24, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 12,922 1,061 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 12,898 1,059 0.02% 0.02% 636 0 0.0% Q2 2026 Jul 14, 2026
Evanson Financial, LLC History No change 12,905 1,059 0.05% 0.05% 637 0 0.0% Q2 2026 Jul 07, 2026
MSH Capital Advisors LLC History No change 12,855 1,055 0.18% 0.18% 638 0 0.0% Q2 2026 Aug 10, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 12,784 1,049 0.16% 0.16% 639 0 0.0% Q2 2026 Jul 22, 2026
New Insight Wealth Advisors History No change 12,786 1,049 0.31% 0.31% 640 0 0.0% Q2 2026 Jul 27, 2026
Advanced Asset Management Advisors Inc History No change 12,760 1,047 0.28% 0.28% 641 0 0.0% Q2 2026 Jul 16, 2026
Brookwood Investment Group LLC History No change 12,721 1,044 0.12% 0.12% 642 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 12,576 1,032 0.04% 0.04% 643 0 0.0% Q2 2026 Aug 13, 2026
CDKV HOLDINGS LLC History No change 12,422 1,019 0.8% 0.8% 644 0 0.0% Q2 2026 Jul 30, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 12,390 1,017 0.15% 0.15% 645 0 0.0% Q2 2026 Jul 29, 2026
BENJAMIN EDWARDS INC History No change 12,273 1,007 0.01% 0.01% 646 0 0.0% Q2 2026 Jul 24, 2026
DEUTSCHE BANK AG\ History No change 12,138 996 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 07, 2026
Clear Retirement Advice LLC History No change 12,130 995 0.68% 0.68% 648 0 0.0% Q2 2026 Jul 15, 2026
Highview Capital Management LLC/DE/ History No change 12,028 987 0.28% 0.28% 649 0 0.0% Q2 2026 Aug 11, 2026
AMG National Trust Bank History No change 11,953 981 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisors, LLC History No change 11,797 968 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 11,790 968 0.03% 0.03% 652 0 0.0% Q2 2026 Aug 14, 2026
Marble Wealth, LLC History No change 11,791 968 0.15% 0.15% 653 0 0.0% Q2 2026 Aug 07, 2026
WEBSTER BANK, N. A. History No change 11,776 966 0.08% 0.08% 654 0 0.0% Q2 2026 Jul 20, 2026
Calamos Wealth Management LLC History No change 11,768 966 0.03% 0.03% 655 0 0.0% Q2 2026 Jul 31, 2026
Clientfirst Wealth Management, LLC History No change 11,689 959 0.79% 0.79% 656 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Wealth, LLC History No change 11,624 954 0.01% 0.01% 657 0 0.0% Q2 2026 Aug 10, 2026
WEST MICHIGAN ADVISORS, LLC History No change 11,614 953 0.18% 0.18% 658 0 0.0% Q2 2026 Aug 21, 2026
Journey Advisory Group, LLC History No change 11,600 952 0.07% 0.07% 659 0 0.0% Q2 2026 Aug 04, 2026
Roehl & Yi Investment Advisors, LLC History No change 945,221 945 0.31% 0.31% 660 0 0.0% Q2 2026 Aug 13, 2026
Clare Market Investments LLC History No change 11,504 944 0.17% 0.17% 661 0 0.0% Q2 2026 Jul 27, 2026
REGIONS FINANCIAL CORP History No change 11,389 935 0.01% 0.01% 662 0 0.0% Q2 2026 Aug 10, 2026
Alesco Advisors, LLC, An ESL Co History No change 11,380 934 0.02% 0.02% 663 0 0.0% Q2 2026 Aug 05, 2026
M3 Advisory Group, LLC History No change 11,369 933 0.48% 0.48% 664 0 0.0% Q2 2026 Jul 24, 2026
Hobbs Group Advisors, LLC History No change 11,258 924 0.24% 0.24% 665 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 11,217 921 0.05% 0.05% 666 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 11,164 916 0.04% 0.04% 667 0 0.0% Q2 2026 Jul 22, 2026
Root Financial Partners, LLC History No change 11,103 911 0.04% 0.04% 668 0 0.0% Q2 2026 Jul 29, 2026
Asset One Wealth Management LLC History No change 11,116 911 0.1% 0.1% 669 0 0.0% Q2 2026 Aug 13, 2026
GFS Advisors, LLC History No change 2,380 897 0.09% 0.09% 670 0 0.0% Q2 2026 Aug 04, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 10,893 894 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 31, 2026
Graetz Wealth LLC History No change 10,838 889 0.71% 0.71% 672 0 0.0% Q2 2026 Aug 13, 2026
Wealth Advisory Solutions, LLC History No change 10,768 884 0.18% 0.18% 673 0 0.0% Q2 2026 Jul 24, 2026
VICUS CAPITAL History No change 10,754 883 0.06% 0.06% 674 0 0.0% Q2 2026 Aug 05, 2026
International Private Wealth Advisors LLC History No change 10,730 881 0.45% 0.45% 675 0 0.0% Q2 2026 Aug 07, 2026
Independent Family Office, LLC History No change 10,708 879 0.35% 0.35% 676 0 0.0% Q2 2026 Aug 11, 2026
SeaBridge Investment Advisors LLC History No change 10,699 878 0.13% 0.13% 677 0 0.0% Q2 2026 Jul 17, 2026
SIMON QUICK ADVISORS, LLC History No change 10,576 868 0.04% 0.04% 678 0 0.0% Q2 2026 Jul 28, 2026
WCG Wealth Advisors LLC History No change 10,577 868 0.02% 0.02% 679 0 0.0% Q2 2026 Aug 14, 2026
IFS Group,LLC History No change 10,500 862 1.18% 1.18% 680 0 0.0% Q2 2026 Jul 23, 2026
Dorsey Wright & Associates History No change 10,300 845 0.14% 0.14% 681 0 0.0% Q2 2026 Aug 06, 2026
SeaCrest Wealth Management, LLC History No change 10,290 844 0.09% 0.09% 682 0 0.0% Q2 2026 Jul 09, 2026
RWA WEALTH PARTNERS, LLC History No change 10,272 843 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 07, 2026
Allred Capital Management, LLC History No change 10,276 843 0.28% 0.28% 684 0 0.0% Q2 2026 Aug 12, 2026
Alliance Wealth Management Group History No change 10,253 841 0.16% 0.16% 685 0 0.0% Q2 2026 Aug 04, 2026
Alhambra Investment Management LLC History No change 10,155 833 0.36% 0.36% 686 0 0.0% Q2 2026 Jul 16, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 10,117 830 0.1% 0.1% 687 0 0.0% Q2 2026 Jul 23, 2026
Meridian Wealth Management, LLC History No change 10,061 826 0.03% 0.03% 688 0 0.0% Q2 2026 Aug 05, 2026
Sound View Wealth Advisors Group, LLC History No change 9,914 814 0.05% 0.05% 689 0 0.0% Q2 2026 Aug 11, 2026
XY Planning Network, Inc. History No change 9,862 809 0.1% 0.1% 690 0 0.0% Q2 2026 Jul 14, 2026
AE Wealth Management LLC History No change 9,801 804 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 03, 2026
Apollon Wealth Management, LLC History No change 9,763 801 0.01% 0.01% 692 0 0.0% Q2 2026 Jul 22, 2026
NCM Capital Management, LLC History No change 9,614 789 0.24% 0.24% 693 0 0.0% Q2 2026 Aug 14, 2026
AMARILLO NATIONAL BANK History No change 9,604 788 0.13% 0.13% 694 0 0.0% Q2 2026 Jul 15, 2026
MONECO ADVISORS, LLC History No change 9,539 783 0.05% 0.05% 695 0 0.0% Q2 2026 Aug 11, 2026
CX Institutional History Reduced 9,555 776 0.02% 2.12% 696 -885,181 -98.93% Q3 2026 Oct 02, 2026
Pinnacle Wealth Planning Services, Inc. History No change 9,436 774 0.07% 0.07% 697 0 0.0% Q2 2026 Aug 07, 2026
17 CAPITAL PARTNERS, LLC History No change 9,433 774 0.35% 0.35% 698 0 0.0% Q2 2026 Aug 06, 2026
DAVIS-REA LTD. History No change 9,385 770 0.22% 0.22% 699 0 0.0% Q2 2026 Aug 04, 2026
BARRETT & COMPANY, INC. History No change 9,323 765 0.21% 0.21% 700 0 0.0% Q2 2026 Jul 24, 2026
Prosperity Consulting Group, LLC History No change 9,326 765 0.03% 0.03% 701 0 0.0% Q2 2026 Aug 13, 2026
Hilltop Holdings Inc. History No change 9,309 764 0.06% 0.06% 702 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 9,312 764 0.04% 0.04% 703 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Advisory Services, LLC History No change 9,236 758 0.05% 0.05% 704 0 0.0% Q2 2026 Jul 23, 2026
Tuttle Capital Management, LLC History No change 9,200 755 0.51% 0.51% 705 0 0.0% Q2 2026 Jul 30, 2026
Traynor Capital Management, Inc. History No change 9,200 755 0.03% 0.03% 706 0 0.0% Q2 2026 Jul 22, 2026
Federation des caisses Desjardins du Quebec History No change 9,192 754 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 13, 2026
Independence Financial Advisors, LLC History Reduced 9,256 751 0.19% 0.26% 708 -2,989 -24.41% Q3 2026 Oct 08, 2026
Savant Capital, LLC History No change 9,140 750 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 10, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History No change 9,125 749 0.03% 0.03% 710 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History No change 9,052 743 0.02% 0.02% 711 0 0.0% Q2 2026 Jul 27, 2026
Lee Financial Co History No change 9,045 742 0.09% 0.09% 712 0 0.0% Q2 2026 Jul 22, 2026
Jupiter Topco LLC History No change 9,038 742 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 14, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 9,025 741 0.31% 0.31% 714 0 0.0% Q2 2026 Aug 11, 2026
WBH ADVISORY INC History No change 9,023 740 0.05% 0.05% 715 0 0.0% Q2 2026 Aug 05, 2026
San Luis Wealth Advisors LLC History No change 8,974 736 0.11% 0.11% 716 0 0.0% Q2 2026 Jul 16, 2026
Sowell Financial Services LLC History No change 8,960 735 0.02% 0.02% 717 0 0.0% Q2 2026 Jul 17, 2026
Berger Financial Group, Inc History No change 8,951 735 0.04% 0.04% 718 0 0.0% Q2 2026 Aug 04, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 8,950 734 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 10, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 8,989 729 0.14% 0.22% 720 -4,521 -33.46% Q3 2026 Oct 07, 2026
Obermeyer Wealth Partners History No change 8,867 728 0.03% 0.03% 721 0 0.0% Q2 2026 Jul 29, 2026
Robertson Stephens Wealth Management, LLC History No change 8,855 727 0.02% 0.02% 722 0 0.0% Q2 2026 Jul 29, 2026
Clearbridge Investments, LLC History No change 8,787 721 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 8,751 718 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 8,717 715 0.09% 0.09% 725 0 0.0% Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 8,687 713 0.01% 0.01% 726 0 0.0% Q2 2026 Jul 15, 2026
GARRISON POINT ADVISORS, LLC History No change 8,681 712 0.29% 0.29% 727 0 0.0% Q2 2026 Jul 31, 2026
Bond & Devick Financial Network, Inc. History No change 8,674 712 0.18% 0.18% 728 0 0.0% Q2 2026 Jul 16, 2026
Clear Creek Financial Management, LLC History No change 8,580 704 0.05% 0.05% 729 0 0.0% Q2 2026 Jul 27, 2026
Kovack Advisors, Inc. History No change 8,582 703 0.03% 0.03% 730 0 0.0% Q2 2026 Jul 28, 2026
Ethos Financial Group, LLC History No change 8,554 702 0.05% 0.05% 731 0 0.0% Q2 2026 Aug 07, 2026
Mezzasalma Advisors, LLC History No change 8,525 700 0.14% 0.14% 732 0 0.0% Q2 2026 Aug 10, 2026
Canopy Partners, LLC History No change 8,499 697 0.21% 0.21% 733 0 0.0% Q2 2026 Jul 22, 2026
Bay Rivers Group History No change 8,480 696 0.24% 0.24% 734 0 0.0% Q2 2026 Jul 09, 2026
Axis Wealth Partners, LLC History No change 8,487 696 0.33% 0.33% 735 0 0.0% Q2 2026 Jul 28, 2026
Avail Investment Partners, LLC History No change 8,429 692 0.53% 0.53% 736 0 0.0% Q2 2026 Jul 31, 2026
Ironwood Investment Counsel, LLC History No change 8,427 691 0.09% 0.09% 737 0 0.0% Q2 2026 Aug 05, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 8,406 690 0.47% 0.47% 738 0 0.0% Q2 2026 Aug 11, 2026
SkyOak Wealth, LLC History No change 8,386 688 0.11% 0.11% 739 0 0.0% Q2 2026 Jul 30, 2026
Crestwood Advisors Group, LLC History No change 8,354 685 0.01% 0.01% 740 0 0.0% Q2 2026 Aug 03, 2026
BEACON FINANCIAL GROUP History No change 8,353 685 0.06% 0.06% 741 0 0.0% Q2 2026 Jul 16, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 8,339 684 0.1% 0.1% 742 0 0.0% Q2 2026 Aug 07, 2026
Sierra Capital LLC History No change 8,285 680 0.07% 0.07% 743 0 0.0% Q2 2026 Aug 13, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 8,262 678 0.18% 0.18% 744 0 0.0% Q2 2026 Aug 10, 2026
Gouws Capital LLC History No change 8,300 673 0.32% 0.32% 745 0 0.0% Q3 2026 Oct 09, 2026
Squarepoint Ops LLC History No change 8,136 668 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 14, 2026
BURKE & HERBERT BANK & TRUST CO History No change 8,119 666 0.17% 0.17% 747 0 0.0% Q2 2026 Aug 07, 2026
DMC Group, LLC History No change 8,080 663 0.45% 0.45% 748 0 0.0% Q2 2026 Jul 28, 2026
Pallas Capital Advisors LLC History No change 8,020 658 0.02% 0.02% 749 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 7,985 655 0.01% 0.01% 750 0 0.0% Q2 2026 Aug 12, 2026
Factor Wealth Management LTD History Reduced 8,052 653 0.1% 0.11% 751 -804 -9.08% Q3 2026 Oct 08, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 7,944 652 0.02% 0.02% 752 0 0.0% Q2 2026 Aug 10, 2026
MASECO LLP History No change 7,885 647 0.02% 0.02% 753 0 0.0% Q2 2026 Aug 05, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 7,843 643 0.27% 0.27% 754 0 0.0% Q2 2026 Jul 24, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 7,819 642 0.23% 0.23% 755 0 0.0% Q2 2026 Jul 15, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 7,791 639 0.16% 0.16% 756 0 0.0% Q2 2026 Jul 09, 2026
Purus Wealth Management, LLC History No change 7,780 638 0.18% 0.18% 757 0 0.0% Q2 2026 Jul 13, 2026
Invst, LLC History No change 7,761 637 0.06% 0.06% 758 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 7,740 635 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 7,695 631 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 03, 2026
KDT Advisors, LLC History No change 7,685 631 0.87% 0.87% 761 0 0.0% Q2 2026 Jul 31, 2026
Betterment LLC History No change 7,630 626 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 14, 2026
Stordahl Capital Management, Inc. History No change 7,557 620 0.11% 0.11% 763 0 0.0% Q2 2026 Jul 14, 2026
Live Oak Private Wealth LLC History No change 7,503 616 0.08% 0.08% 764 0 0.0% Q2 2026 Jul 20, 2026
WJ Wealth Management, LLC History No change 7,490 615 0.24% 0.24% 765 0 0.0% Q2 2026 Aug 03, 2026
North Capital, Inc. History No change 7,485 614 0.46% 0.46% 766 0 0.0% Q2 2026 Jul 14, 2026
A. D. Beadell Investment Counsel, Inc. History No change 7,462 612 0.39% 0.39% 767 0 0.0% Q2 2026 Jul 15, 2026
Klingman & Associates, LLC History No change 7,438 610 0.03% 0.03% 768 0 0.0% Q2 2026 Jul 29, 2026
180 WEALTH ADVISORS, LLC History No change 7,387 606 0.06% 0.06% 769 0 0.0% Q2 2026 Jul 07, 2026
FIDUCIENT ADVISORS LLC History No change 7,374 605 0.09% 0.09% 770 0 0.0% Q2 2026 Aug 07, 2026
Capital Asset Advisory Services LLC History No change 7,355 603 0.02% 0.02% 771 0 0.0% Q2 2026 Aug 14, 2026
WESBANCO BANK INC History No change 7,282 597 0.01% 0.01% 772 0 0.0% Q2 2026 Jul 28, 2026
Boreal Capital Management LLC History No change 7,277 597 0.44% 0.44% 773 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL PLC History No change 7,255 595 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 13, 2026
Klaas Financial Asset Advisors, LLC History No change 7,251 595 0.07% 0.07% 775 0 0.0% Q2 2026 Jul 15, 2026
FIRST FOUNDATION ADVISORS History No change 7,241 594 0.02% 0.02% 776 0 0.0% Q2 2026 Aug 14, 2026
Rodgers Brothers Inc. History No change 7,200 591 0.06% 0.06% 777 0 0.0% Q2 2026 Aug 05, 2026
Baker Ellis Asset Management LLC History No change 7,176 589 0.06% 0.06% 778 0 0.0% Q2 2026 Jul 23, 2026
Impact Partnership Wealth, LLC History No change 7,182 589 0.06% 0.06% 779 0 0.0% Q2 2026 Jul 29, 2026
DIVERSIFIED MANAGEMENT INC History No change 7,228 586 0.1% 0.13% 780 0 0.0% Q3 2026 Oct 08, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 7,115 584 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 10, 2026
F/m Investments LLC History No change 7,234 584 0.03% 0.03% 782 0 0.0% Q2 2026 Aug 05, 2026
Azimuth Capital Investment Management LLC History No change 7,113 584 0.02% 0.02% 783 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 7,050 578 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 03, 2026
Addison Capital Co History No change 7,013 575 0.09% 0.09% 785 0 0.0% Q2 2026 Aug 04, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 7,000 574 0.16% 0.16% 786 0 0.0% Q2 2026 Jul 31, 2026
One Capital Management, LLC History No change 6,934 572 0.02% 0.02% 787 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History Added to 7,005 568 0.02% 0.01% 789 +1,603 29.67% Q3 2026 Oct 08, 2026
Voya Financial Advisors, Inc. History No change 6,913 568 0.05% 0.05% 788 0 0.0% Q2 2026 Aug 12, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 6,928 568 0.11% 0.11% 790 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History Reduced 6,992 567 0.02% 0.02% 791 -816 -10.45% Q3 2026 Oct 08, 2026
BLALOCK WILLIAMS, LLC History No change 6,869 564 0.37% 0.37% 792 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Partners, Ltd. History No change 6,869 563 0.03% 0.03% 793 0 0.0% Q2 2026 Aug 12, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 6,805 558 0.07% 0.07% 794 0 0.0% Q2 2026 Jul 13, 2026
Fiduciary Alliance LLC History No change 6,805 558 0.04% 0.04% 795 0 0.0% Q2 2026 Jul 20, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 6,752 557 0.1% 0.1% 796 0 0.0% Q2 2026 Aug 03, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 6,734 552 0.03% 0.03% 797 0 0.0% Q2 2026 Jul 23, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 6,699 550 0.19% 0.19% 798 0 0.0% Q2 2026 Aug 06, 2026
Verdence Capital Advisors LLC History No change 6,673 547 0.03% 0.03% 799 0 0.0% Q2 2026 Jul 29, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 6,639 545 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 17, 2026
Manhattan West Asset Management, LLC History No change 6,624 543 0.09% 0.09% 801 0 0.0% Q2 2026 Aug 11, 2026
Koshinski Asset Management, Inc. History No change 6,609 542 0.03% 0.03% 802 0 0.0% Q2 2026 Jul 27, 2026
CAHILL FINANCIAL ADVISORS INC History No change 6,586 540 0.05% 0.05% 803 0 0.0% Q2 2026 Aug 11, 2026
Acropolis Investment Management, LLC History Reduced 6,580 534 0.02% 0.03% 804 -3,207 -32.77% Q3 2026 Oct 08, 2026
Summit Financial, LLC History No change 6,424 527 0.01% 0.01% 805 0 0.0% Q2 2026 Aug 12, 2026
Sierra Legacy Group History No change 6,400 525 0.41% 0.41% 806 0 0.0% Q2 2026 Jul 17, 2026
Covestor Ltd History No change 6,350 521 0.3% 0.3% 807 0 0.0% Q2 2026 Aug 07, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 6,230 511 0.11% 0.11% 808 0 0.0% Q2 2026 Jul 16, 2026
LARCH CAPITAL PARTNERS LLC History No change 6,197 508 0.07% 0.07% 809 0 0.0% Q2 2026 Aug 17, 2026
INGALLS & SNYDER LLC History No change 6,175 507 0.01% 0.01% 810 0 0.0% Q2 2026 Aug 14, 2026
Montecito Bank & Trust History No change 6,223 505 0.08% 0.08% 811 0 0.0% Q3 2026 Oct 01, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 6,188 502 0.03% 0.03% 812 0 0.0% Q3 2026 Oct 09, 2026
Pinnacle Wealth Management Group, Inc. History No change 6,116 502 0.23% 0.23% 813 0 0.0% Q2 2026 Jul 15, 2026
SCHARF INVESTMENTS, LLC History No change 6,108 501 0.02% 0.02% 814 0 0.0% Q2 2026 Jul 10, 2026
Golden State Wealth Management, LLC History No change 6,101 501 0.05% 0.05% 815 0 0.0% Q2 2026 Jul 22, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 6,106 501 0.22% 0.22% 816 0 0.0% Q2 2026 Jul 28, 2026
Rossby Financial, LCC History No change 6,108 501 0.09% 0.09% 817 0 0.0% Q2 2026 Aug 04, 2026
RETIREMENT CAPITAL STRATEGIES History No change 6,091 500 0.17% 0.17% 818 0 0.0% Q2 2026 Aug 13, 2026
Values First Advisors, Inc. History No change 6,096 500 0.23% 0.23% 819 0 0.0% Q2 2026 Aug 04, 2026
Farmers National Bank History No change 6,081 499 0.1% 0.1% 820 0 0.0% Q2 2026 Aug 11, 2026
Merited Wealth, LLC History No change 6,048 496 0.35% 0.35% 821 0 0.0% Q2 2026 Aug 14, 2026
Pekin Hardy Strauss, Inc. History No change 5,980 491 0.04% 0.04% 822 0 0.0% Q2 2026 Jul 30, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 5,917 485 0.03% 0.03% 823 0 0.0% Q2 2026 Jul 27, 2026
Diversified Portfolios, Inc. History No change 5,910 485 0.04% 0.04% 824 0 0.0% Q2 2026 Aug 04, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 5,890 483 0.1% 0.1% 825 0 0.0% Q2 2026 Jul 17, 2026
Financial Engines Advisors L.L.C. History No change 5,882 482 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 14, 2026
Horizon Family Wealth, Inc. History No change 5,880 482 0.22% 0.22% 827 0 0.0% Q2 2026 Aug 11, 2026
Retirement Planning Group, LLC History No change 5,831 478 0.01% 0.01% 828 0 0.0% Q2 2026 Aug 05, 2026
Brickley Wealth Management History No change 5,804 476 0.07% 0.07% 829 0 0.0% Q2 2026 Jul 13, 2026
Trust Co History No change 5,856 475 0.04% 0.04% 830 0 0.0% Q3 2026 Oct 09, 2026
PFG Advisors History No change 5,791 475 0.02% 0.02% 831 0 0.0% Q2 2026 Jul 16, 2026
BARR E S & CO History No change 5,775 474 0.03% 0.03% 832 0 0.0% Q2 2026 Aug 13, 2026
Biltmore Wealth Management, LLC History Added to 5,777 469 0.15% 0.14% 833 +293 5.34% Q3 2026 Oct 09, 2026
Secure Asset Management, LLC History No change 5,675 465 0.07% 0.07% 834 0 0.0% Q2 2026 Jul 15, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 5,657 464 0.05% 0.05% 835 0 0.0% Q2 2026 Jul 07, 2026
HFG Wealth Management, LLC History No change 5,649 463 0.47% 0.47% 836 0 0.0% Q2 2026 Aug 12, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 5,643 463 0.16% 0.16% 837 0 0.0% Q2 2026 Aug 05, 2026
BankPlus Trust Department History No change 5,641 463 0.11% 0.11% 838 0 0.0% Q2 2026 Jul 28, 2026
Csenge Advisory Group History No change 5,629 462 0.02% 0.02% 839 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History No change 5,610 460 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 5,541 454 0.09% 0.09% 841 0 0.0% Q2 2026 Sep 15, 2026
Raab & Moskowitz Asset Management LLC History No change 5,444 447 0.09% 0.09% 842 0 0.0% Q2 2026 Jul 28, 2026
GK Wealth Management LLC History Added to 5,471 444 0.25% 0.18% 843 +1,251 29.64% Q3 2026 Oct 09, 2026
FCA CORP /TX History No change 5,400 443 0.11% 0.11% 844 0 0.0% Q2 2026 Aug 11, 2026
Weaver Consulting Group History Reduced 5,447 442 0.09% 0.1% 845 -225 -3.97% Q3 2026 Oct 07, 2026
Southeast Asset Advisors, LLC History No change 5,380 441 0.04% 0.04% 846 0 0.0% Q2 2026 Aug 14, 2026
Twele Capital Management, Inc. History No change 5,356 439 0.07% 0.07% 847 0 0.0% Q2 2026 Jul 14, 2026
Magnus Financial Group LLC History No change 5,334 437 0.03% 0.03% 848 0 0.0% Q2 2026 Jul 09, 2026
Bryn Mawr Trust Advisors, LLC History No change 5,320 436 0.02% 0.02% 849 0 0.0% Q2 2026 Aug 03, 2026
Analyst IMS Investment Management Services Ltd. History No change 5,298 435 0.01% 0.01% 850 0 0.0% Q2 2026 Jul 29, 2026
Fonville Wealth Management LLC History No change 5,295 434 0.07% 0.07% 851 0 0.0% Q2 2026 Jul 28, 2026
Synergy Asset Management, LLC History No change 5,234 429 0.04% 0.04% 852 0 0.0% Q2 2026 Jul 22, 2026
KELLY FINANCIAL GROUP LLC History No change 5,188 426 0.09% 0.09% 853 0 0.0% Q2 2026 Jul 14, 2026
POSTROCK PARTNERS LLC History No change 5,192 426 0.17% 0.17% 854 0 0.0% Q2 2026 Jul 24, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 5,177 425 0.16% 0.16% 855 0 0.0% Q2 2026 Aug 05, 2026
Portside Wealth Group, LLC History No change 5,166 424 0.05% 0.05% 856 0 0.0% Q2 2026 Jul 14, 2026
Alliance Wealth Advisors, LLC /UT History No change 5,092 418 0.08% 0.08% 857 0 0.0% Q2 2026 Jul 23, 2026
Triad Wealth Partners, LLC History No change 5,118 418 0.02% 0.02% 858 0 0.0% Q2 2026 Aug 10, 2026
North Star Investment Management Corp. History No change 5,071 416 0.02% 0.02% 859 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 5,035 413 0.01% 0.01% 860 0 0.0% Q2 2026 Jul 23, 2026
Charles Schwab Trust Co History No change 5,038 413 0.02% 0.02% 861 0 0.0% Q2 2026 Jul 10, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 5,000 410 0.11% 0.11% 862 0 0.0% Q2 2026 Aug 07, 2026
NORTH DALLAS BANK & TRUST CO History No change 5,000 410 0.24% 0.24% 863 0 0.0% Q2 2026 Jul 13, 2026
TCP Asset Management, LLC History No change 4,952 406 0.05% 0.05% 864 0 0.0% Q2 2026 Jul 15, 2026
WNY Asset Management, LLC History No change 4,923 404 0.04% 0.04% 865 0 0.0% Q2 2026 Aug 17, 2026
American Trust History No change 4,901 402 0.03% 0.03% 866 0 0.0% Q2 2026 Aug 14, 2026
MIZUHO MARKETS AMERICAS LLC History No change 4,888 401 0.01% 0.01% 867 0 0.0% Q2 2026 Jul 24, 2026
Pacific Center for Financial Services History No change 4,880 400 0.09% 0.09% 868 0 0.0% Q2 2026 Aug 05, 2026
EPIQ PARTNERS, LLC History Reduced 4,926 399 0.17% 0.24% 870 -2,070 -29.59% Q3 2026 Oct 07, 2026
LEE DANNER & BASS INC History No change 4,865 399 0.02% 0.02% 869 0 0.0% Q2 2026 Jul 21, 2026
Inman Jager Wealth Management, LLC History No change 4,871 399 0.21% 0.21% 871 0 0.0% Q2 2026 Aug 07, 2026
Omnia Family Wealth, LLC History No change 4,844 397 0.11% 0.11% 872 0 0.0% Q2 2026 Jul 09, 2026
Tradewinds, LLC. History No change 1,664 394 0.09% 0.09% 873 0 0.0% Q2 2026 Aug 14, 2026
Columbia Bank History No change 4,809 394 0.09% 0.09% 874 0 0.0% Q2 2026 Jul 24, 2026
Range Financial Group LLC History No change 4,790 393 0.11% 0.11% 875 0 0.0% Q2 2026 Jul 15, 2026
Wellington Shields Capital Management, LLC History No change 4,775 392 0.05% 0.05% 876 0 0.0% Q2 2026 Aug 10, 2026
Argent Trust Co History No change 4,762 391 0.01% 0.01% 877 0 0.0% Q2 2026 Aug 06, 2026
Alternative Investment Advisors, LLC. History No change 4,769 391 0.15% 0.15% 878 0 0.0% Q2 2026 Aug 31, 2026
Eagle Strategies LLC History No change 4,758 390 0.04% 0.04% 879 0 0.0% Q2 2026 Jul 21, 2026
Asset Management Group, Inc. History No change 4,741 389 0.06% 0.06% 880 0 0.0% Q2 2026 Aug 14, 2026
Stanley-Laman Group, Ltd. History No change 4,637 380 0.04% 0.04% 881 0 0.0% Q2 2026 Aug 05, 2026
Resonant Capital Advisors, LLC History No change 4,635 380 0.02% 0.02% 882 0 0.0% Q2 2026 Jul 24, 2026
TrueWealth Advisors, LLC History No change 4,685 380 0.09% 0.09% 883 0 0.0% Q3 2026 Oct 08, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 4,578 375 0.16% 0.16% 884 0 0.0% Q2 2026 Jul 16, 2026
BESSEMER GROUP INC History No change 4,545 374 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 4,550 373 0.14% 0.14% 886 0 0.0% Q2 2026 Jul 08, 2026
PRIVATE TRUST CO NA History No change 4,551 373 0.03% 0.03% 887 0 0.0% Q2 2026 Jul 28, 2026
BROWN ADVISORY INC History No change 4,520 371 0.0% 0.0% 888 0 0.0% Q2 2026 Aug 14, 2026
BANQUE PICTET & CIE SA History No change 4,528 371 0.0% 0.0% 889 0 0.0% Q2 2026 Jul 24, 2026
American Institute for Advanced Investment Management, LLP History No change 4,530 371 0.21% 0.21% 890 0 0.0% Q2 2026 Jul 21, 2026
Wellspring Financial Advisors, LLC History No change 141,522 371 0.02% 0.02% 891 0 0.0% Q2 2026 Jul 20, 2026
Kesler, Norman & Wride, LLC History No change 4,519 371 0.06% 0.06% 892 0 0.0% Q2 2026 Jul 23, 2026
Prime Capital Investment Advisors, LLC History No change 4,484 368 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 05, 2026
CVA Family Office, LLC History No change 4,481 367 0.03% 0.03% 894 0 0.0% Q2 2026 Aug 07, 2026
Avestar Capital, LLC History No change 4,413 362 0.02% 0.02% 895 0 0.0% Q2 2026 Jul 29, 2026
FIRST COMMUNITY TRUST NA History Reduced 4,457 361 0.12% 0.44% 896 -7,303 -62.1% Q3 2026 Oct 07, 2026
Forum Private Client Group LLC History No change 4,401 361 0.11% 0.11% 897 0 0.0% Q2 2026 Aug 12, 2026
FLAGSTAR SECURITIES, INC History No change 4,354 357 0.11% 0.11% 898 0 0.0% Q2 2026 Jul 15, 2026
Pathway Financial Advisors LLC History No change 4,400 357 0.04% 0.04% 899 0 0.0% Q3 2026 Oct 07, 2026
Whalen Wealth Management Inc. History Reduced 4,393 356 0.15% 0.99% 900 -22,321 -83.56% Q3 2026 Oct 08, 2026
NOVEM GROUP History No change 4,338 356 0.04% 0.04% 901 0 0.0% Q2 2026 Jul 21, 2026
Juno Financial Group LLC History No change 4,341 356 0.13% 0.13% 902 0 0.0% Q2 2026 Aug 04, 2026
PRAIRIE ADVISORY, LLC History No change 4,327 355 0.08% 0.08% 903 0 0.0% Q2 2026 Jul 20, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 4,300 353 0.04% 0.04% 904 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 4,274 350 0.02% 0.02% 905 0 0.0% Q2 2026 Aug 11, 2026
Phoenix Financial Ltd. History No change 4,209 345 0.0% 0.0% 906 0 0.0% Q2 2026 Aug 11, 2026
YARGER WEALTH STRATEGIES, LLC History No change 4,223 345 0.12% 0.12% 907 0 0.0% Q2 2026 Jul 14, 2026
Icon Wealth Advisors, LLC History No change 4,203 345 0.02% 0.02% 908 0 0.0% Q2 2026 Aug 05, 2026
Wernau Asset Management Inc. History No change 4,207 345 0.18% 0.18% 909 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Trust, LLC History No change 4,197 344 0.04% 0.04% 910 0 0.0% Q2 2026 Aug 06, 2026
MGO ONE SEVEN LLC History No change 4,195 344 0.01% 0.01% 911 0 0.0% Q2 2026 Jul 31, 2026
Seed Wealth Management, Inc. History No change 4,200 344 0.22% 0.22% 912 0 0.0% Q2 2026 Jul 27, 2026
Legacy Capital Wealth Partners, LLC History No change 4,171 342 0.07% 0.07% 913 0 0.0% Q2 2026 Aug 12, 2026
Equity Wealth Partners, LLC History No change 4,171 342 0.12% 0.12% 914 0 0.0% Q2 2026 Jul 27, 2026
Joseph P. Lucia & Associates, LLC History No change 4,156 341 0.1% 0.1% 915 0 0.0% Q2 2026 Aug 07, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 4,150 340 0.12% 0.12% 916 0 0.0% Q2 2026 Aug 07, 2026
Parvin Asset Management, LLC History No change 4,150 340 0.27% 0.27% 917 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 4,138 339 0.02% 0.02% 918 0 0.0% Q2 2026 Aug 14, 2026
Sovereign Financial Group, Inc. History No change 4,128 338 0.05% 0.05% 919 0 0.0% Q2 2026 Jul 24, 2026
Core Wealth Partners LLC History No change 4,095 336 0.14% 0.14% 920 0 0.0% Q2 2026 Jul 17, 2026
NorthRock Partners, LLC History No change 4,087 335 0.0% 0.0% 921 0 0.0% Q2 2026 Aug 11, 2026
WEALTH EFFECTS LLC History No change 4,067 333 0.09% 0.09% 922 0 0.0% Q2 2026 Aug 06, 2026
CENTAURUS FINANCIAL, INC. History No change 3,989 328 0.01% 0.01% 923 0 0.0% Q2 2026 Aug 17, 2026
MetLife Investment Management, LLC History No change 3,914 321 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 13, 2026
Independent Advisor Alliance History No change 3,884 318 0.01% 0.01% 925 0 0.0% Q2 2026 Aug 12, 2026
Cheviot Value Management, LLC History No change 3,837 315 0.03% 0.03% 926 0 0.0% Q2 2026 Aug 06, 2026
Global Endowment Management, LP History No change 3,842 315 0.03% 0.03% 927 0 0.0% Q2 2026 Aug 14, 2026
Advisor OS, LLC History No change 3,840 315 0.02% 0.02% 928 0 0.0% Q2 2026 Aug 05, 2026
M. Kulyk & Associates, LLC History No change 3,831 314 0.05% 0.05% 929 0 0.0% Q2 2026 Aug 07, 2026
Windward Private Wealth Management Inc. History No change 3,813 313 0.1% 0.1% 930 0 0.0% Q2 2026 Aug 04, 2026
DeDora Capital, Inc. History No change 3,779 310 0.07% 0.07% 931 0 0.0% Q2 2026 Jul 13, 2026
Net Worth Advisory Group History No change 3,780 310 0.08% 0.08% 932 0 0.0% Q2 2026 Jul 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,781 310 0.0% 0.0% 933 0 0.0% Q2 2026 Aug 03, 2026
Crewe Advisors LLC History No change 3,774 309 0.02% 0.02% 934 0 0.0% Q2 2026 Jul 23, 2026
Tyche Wealth Partners LLC History No change 3,755 308 0.04% 0.04% 935 0 0.0% Q2 2026 Aug 06, 2026
Tempus Wealth Planning, LLC History No change 3,742 307 0.06% 0.06% 936 0 0.0% Q2 2026 Jul 22, 2026
IFC & Insurance Marketing, Inc. History No change 3,739 307 0.27% 0.27% 937 0 0.0% Q2 2026 Jul 09, 2026
Wingate Wealth Advisors, Inc. History No change 3,730 306 0.13% 0.13% 938 0 0.0% Q2 2026 Jul 29, 2026
Castleview Partners, LLC History Added to 3,753 304 0.13% 0.12% 940 +315 9.16% Q3 2026 Oct 09, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 3,756 304 0.09% 0.08% 941 +239 6.8% Q3 2026 Oct 09, 2026
Quartz Partners, LLC History No change 3,706 304 0.1% 0.1% 939 0 0.0% Q2 2026 Aug 10, 2026
FAIRFIELD, BUSH & CO. History No change 3,700 303 0.15% 0.15% 942 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 3,693 302 0.0% 0.0% 943 0 0.0% Q2 2026 Jul 27, 2026
Marble Harbor Investment Counsel, LLC History No change 3,685 302 0.03% 0.03% 944 0 0.0% Q2 2026 Aug 07, 2026
TBH Global Asset Management, LLC History No change 3,661 300 0.05% 0.05% 945 0 0.0% Q2 2026 Aug 05, 2026
Claro Advisors Inc. History No change 3,647 299 0.03% 0.03% 946 0 0.0% Q2 2026 Jul 30, 2026
OAK ASSOCIATES LTD /OH/ History No change 3,630 298 0.02% 0.02% 947 0 0.0% Q2 2026 Aug 14, 2026
FORTEM FINANCIAL GROUP, LLC History No change 3,640 298 0.06% 0.06% 948 0 0.0% Q2 2026 Jul 20, 2026
Chicago Partners Investment Group LLC History No change 3,622 296 0.01% 0.01% 949 0 0.0% Q2 2026 Jul 29, 2026
SAX WEALTH ADVISORS, LLC History No change 3,592 296 0.01% 0.01% 950 0 0.0% Q2 2026 Jul 09, 2026
TPG Advisors LLC History No change 3,607 296 0.16% 0.16% 951 0 0.0% Q2 2026 Jul 29, 2026
Wallace Advisory Group, LLC History No change 3,599 295 0.28% 0.28% 952 0 0.0% Q2 2026 Aug 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 3,582 294 0.01% 0.01% 953 0 0.0% Q2 2026 Jul 28, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 3,586 294 0.12% 0.12% 954 0 0.0% Q2 2026 Aug 06, 2026
Pinion Investment Advisors, LLC History No change 3,571 293 0.06% 0.06% 955 0 0.0% Q2 2026 Aug 06, 2026
CADINHA & CO LLC History No change 3,564 292 0.04% 0.04% 956 0 0.0% Q2 2026 Jul 28, 2026
LCNB CORP History No change 3,565 292 0.09% 0.09% 957 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 3,538 290 0.03% 0.03% 958 0 0.0% Q2 2026 Jul 10, 2026
ETF Store, Inc. History No change 3,531 289 0.24% 0.24% 959 0 0.0% Q2 2026 Jul 29, 2026
Occidental Asset Management, LLC History No change 3,497 287 0.03% 0.03% 960 0 0.0% Q2 2026 Aug 07, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 3,477 285 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 13, 2026
Elmwood Wealth Management, Inc. History No change 3,434 281 0.07% 0.07% 962 0 0.0% Q2 2026 Jul 07, 2026
HANOVER ADVISORS INC History No change 3,418 280 0.1% 0.1% 963 0 0.0% Q2 2026 Aug 12, 2026
Harbour Capital Advisors, LLC History No change 3,420 280 0.05% 0.05% 964 0 0.0% Q2 2026 Jul 15, 2026
Independence Wealth Advisors, LLC History No change 3,411 280 0.14% 0.14% 965 0 0.0% Q2 2026 Aug 14, 2026
Wealthquest Corp History No change 3,387 278 0.02% 0.02% 966 0 0.0% Q2 2026 Jul 23, 2026
Financial Solutions Advisory Group, Inc. History No change 3,400 278 0.04% 0.04% 967 0 0.0% Q2 2026 Jul 13, 2026
Measured Wealth Private Client Group, LLC History No change 3,376 277 0.07% 0.07% 968 0 0.0% Q2 2026 Aug 10, 2026
Global View Capital Management LLC History No change 3,353 275 0.06% 0.06% 969 0 0.0% Q2 2026 Jul 23, 2026
BridgePort Financial Solutions, LLC History No change 3,361 275 0.07% 0.07% 970 0 0.0% Q2 2026 Jul 24, 2026
HOWE & RUSLING INC History No change 3,318 272 0.02% 0.02% 971 0 0.0% Q2 2026 Aug 10, 2026
Trajan Wealth LLC History No change 3,283 269 0.01% 0.01% 972 0 0.0% Q2 2026 Aug 13, 2026
Joel Isaacson & Co., LLC History No change 3,275 268 0.01% 0.01% 973 0 0.0% Q2 2026 Aug 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,280 268 0.02% 0.02% 974 0 0.0% Q2 2026 Jul 22, 2026
Smith Thornton Advisors LLC History No change 3,281 268 0.12% 0.12% 975 0 0.0% Q2 2026 Jul 14, 2026
Bluespring Wealth Management, LLC History No change 3,263 267 0.01% 0.01% 976 0 0.0% Q2 2026 Aug 11, 2026
Arkos Global Advisors History No change 3,245 266 0.03% 0.03% 977 0 0.0% Q2 2026 Aug 14, 2026
Darrow Company, Inc. History No change 3,244 266 0.1% 0.1% 978 0 0.0% Q2 2026 Jul 29, 2026
Veracity Capital LLC History Added to 3,206 260 0.07% 0.07% 979 +60 1.91% Q3 2026 Oct 08, 2026
MUSTICO FINANCIAL GROUP, INC. History No change 3,177 260 0.17% 0.17% 980 0 0.0% Q2 2026 Aug 11, 2026
Noble Wealth Management PBC History Reduced 3,199 259 0.12% 0.15% 981 -950 -22.9% Q3 2026 Oct 01, 2026
Etesian Wealth Advisors, Inc. History No change 3,132 257 0.08% 0.08% 982 0 0.0% Q2 2026 Jul 23, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 3,134 256 0.08% 0.08% 983 0 0.0% Q2 2026 Jul 10, 2026
Beacon Financial Advisory LLC History No change 3,119 256 0.05% 0.05% 984 0 0.0% Q2 2026 Aug 05, 2026
VICTORY FINANCIAL GROUP, LLC History No change 3,121 256 0.03% 0.03% 985 0 0.0% Q2 2026 Jul 28, 2026
Patriot Financial Group Insurance Agency, LLC History No change 3,098 254 0.03% 0.03% 986 0 0.0% Q2 2026 Jul 16, 2026
Wright Wealth LLC History No change 3,092 253 0.15% 0.15% 987 0 0.0% Q2 2026 Jul 29, 2026
EP Wealth Advisors, LLC History No change 3,077 252 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 11, 2026
Cypress Capital Group History No change 3,057 251 0.02% 0.02% 989 0 0.0% Q2 2026 Aug 05, 2026
LYELL WEALTH MANAGEMENT, LP History No change 3,063 251 0.02% 0.02% 990 0 0.0% Q2 2026 Aug 05, 2026
Cynosure Group, LLC History No change 3,066 251 0.04% 0.04% 991 0 0.0% Q2 2026 Aug 05, 2026
Rollins Financial Advisors, LLC History No change 3,067 251 0.03% 0.03% 992 0 0.0% Q2 2026 Aug 04, 2026
Powerhouse Assets LLC History No change 3,046 250 0.2% 0.2% 993 0 0.0% Q2 2026 Jul 23, 2026
Autumn Glory Partners, LLC History No change 3,042 249 0.07% 0.07% 994 0 0.0% Q2 2026 Aug 03, 2026
1492 Capital Management LLC History No change 3,031 248 0.07% 0.07% 995 0 0.0% Q2 2026 Aug 11, 2026
Encompass More Asset Management History No change 3,030 248 0.04% 0.04% 996 0 0.0% Q2 2026 Jul 14, 2026
ACIMA PRIVATE WEALTH, LLC History New 3,049 247 0.07% — 998 +3,049 New Q3 2026 Oct 05, 2026
Beverly Hills Private Wealth, LLC History No change 3,014 247 0.05% 0.05% 997 0 0.0% Q2 2026 Aug 06, 2026
HBW ADVISORY SERVICES LLC History No change 2,998 246 0.02% 0.02% 999 0 0.0% Q2 2026 Jul 16, 2026
CARDIFF PARK ADVISORS, LLC History No change 3,000 246 0.02% 0.02% 1000 0 0.0% Q2 2026 Aug 14, 2026
J2 Capital Management Inc History No change 2,970 243 0.16% 0.16% 1001 0 0.0% Q2 2026 Jul 20, 2026
SWP FINANCIAL LLC History No change 2,963 243 0.11% 0.11% 1002 0 0.0% Q2 2026 Jul 24, 2026
ESL Trust Services, LLC History No change 2,955 242 0.04% 0.04% 1003 0 0.0% Q2 2026 Aug 13, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 2,915 239 0.03% 0.03% 1004 0 0.0% Q2 2026 Jul 20, 2026
BIP Wealth, LLC History No change 2,907 238 0.01% 0.01% 1005 0 0.0% Q2 2026 Aug 03, 2026
Central Pacific Bank - Trust Division History No change 2,920 237 0.02% 0.02% 1006 0 0.0% Q3 2026 Oct 05, 2026
DUTCH ASSET Corp History No change 2,884 236 0.12% 0.12% 1007 0 0.0% Q2 2026 Aug 10, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 2,868 235 0.01% 0.01% 1008 0 0.0% Q2 2026 Jul 15, 2026
AMERIFLEX GROUP, INC. History No change 2,855 234 0.1% 0.1% 1009 0 0.0% Q2 2026 Aug 13, 2026
Mission Creek Capital Partners, Inc. History No change 2,838 233 0.04% 0.04% 1010 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History Added to 2,867 232 0.0% 0.0% 1011 +2,600 973.78% Q3 2026 Oct 05, 2026
Fortis Group Advisors, LLC History No change 2,833 232 0.04% 0.04% 1012 0 0.0% Q2 2026 Jul 24, 2026
PCG Wealth Advisors, LLC History No change 2,833 232 0.05% 0.05% 1013 0 0.0% Q2 2026 Aug 03, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 2,849 231 0.03% 0.03% 1014 +7 0.25% Q3 2026 Oct 08, 2026
Centurion Wealth Management LLC History No change 2,813 231 0.06% 0.06% 1015 0 0.0% Q2 2026 Jul 09, 2026
BALLAST ADVISORS LLC History No change 2,783 228 0.05% 0.05% 1016 0 0.0% Q2 2026 Aug 12, 2026
Bragg Financial Advisors, Inc History No change 2,736 224 0.01% 0.01% 1017 0 0.0% Q2 2026 Aug 12, 2026
Global Assets Advisory, LLC History No change 2,744 224 0.05% 0.05% 1018 0 0.0% Q2 2026 Jul 27, 2026
Beaumont Financial Advisors, LLC History No change 2,731 224 0.01% 0.01% 1019 0 0.0% Q2 2026 Aug 04, 2026
R2 Capital Strategies, LLC History No change 2,718 223 0.1% 0.1% 1020 0 0.0% Q2 2026 Jul 23, 2026
SimpliFi, Inc. History No change 2,707 222 0.09% 0.09% 1021 0 0.0% Q2 2026 Jul 24, 2026
BAM Wealth Management, LLC History No change 2,712 222 0.14% 0.14% 1022 0 0.0% Q2 2026 Jul 14, 2026
Freestone Capital Holdings, LLC History No change 2,697 221 0.01% 0.01% 1023 0 0.0% Q2 2026 Jul 31, 2026
Ergawealth Advisors, Inc. History No change 2,671 219 0.09% 0.09% 1024 0 0.0% Q2 2026 Aug 07, 2026
Lewis Asset Management, LLC History No change 2,671 219 0.08% 0.08% 1025 0 0.0% Q2 2026 Jul 21, 2026
Qube Research & Technologies Ltd History No change 2,658 218 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 14, 2026
Waterloo Capital, L.P. History No change 2,656 218 0.01% 0.01% 1027 0 0.0% Q2 2026 Jul 29, 2026
Summit Trail Advisors, LLC History No change 2,645 217 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 11, 2026
Second Line Capital, LLC History No change 2,647 217 0.04% 0.04% 1029 0 0.0% Q2 2026 Sep 02, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 2,633 216 0.04% 0.04% 1030 0 0.0% Q2 2026 Aug 07, 2026
PETRA FINANCIAL ADVISORS INC History No change 2,632 216 0.1% 0.1% 1031 0 0.0% Q2 2026 Jul 24, 2026
Chatterton & Associates Inc. History No change 2,620 214 0.13% 0.13% 1032 0 0.0% Q2 2026 Jul 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,585 212 0.0% 0.0% 1033 0 0.0% Q2 2026 Aug 13, 2026
Centric Wealth Management History No change 2,590 212 0.03% 0.03% 1034 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF VERMONT History No change 2,573 211 0.01% 0.01% 1035 0 0.0% Q2 2026 Aug 07, 2026
GreatBanc Trust CO History No change 2,575 211 0.13% 0.13% 1036 0 0.0% Q2 2026 Jul 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 2,547 209 0.0% 0.0% 1037 0 0.0% Q2 2026 Aug 14, 2026
KM Capital Management Ltd. History No change 2,546 209 0.1% 0.1% 1038 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL DISCOVERY GROUP INC History No change 2,526 207 0.44% 0.44% 1039 0 0.0% Q2 2026 Jul 23, 2026
Insight Wealth Partners, LLC History No change 2,516 206 0.03% 0.03% 1040 0 0.0% Q2 2026 Aug 06, 2026
High Net Worth Advisory Group LLC History No change 2,500 205 0.04% 0.04% 1041 0 0.0% Q2 2026 Jul 29, 2026
Crabel Capital Management, LLC History No change 2,490 204 0.15% 0.15% 1042 0 0.0% Q2 2026 Aug 13, 2026
Hickory Point Bank & Trust History No change 2,521 204 0.12% 0.13% 1043 0 0.0% Q3 2026 Oct 01, 2026
Sanchez Gaunt Capital Management, LLC History No change 2,488 204 0.11% 0.11% 1044 0 0.0% Q2 2026 Aug 14, 2026
Hummer Financial Advisory Services Inc History No change 2,500 203 0.13% 0.13% 1045 0 0.0% Q3 2026 Oct 08, 2026
Mandatum Life Insurance Co Ltd History No change 2,470 202 0.04% 0.04% 1046 0 0.0% Q2 2026 Aug 03, 2026
Mayflower Financial Advisors, LLC History No change 2,457 201 0.02% 0.02% 1047 0 0.0% Q2 2026 Jul 09, 2026
Signet Private Wealth LLC History No change 2,451 201 0.16% 0.16% 1048 0 0.0% Q2 2026 Aug 06, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 2,436 200 0.08% 0.08% 1049 0 0.0% Q2 2026 Jul 21, 2026
Principia Wealth Advisory, LLC History No change 2,347 192 0.1% 0.1% 1050 0 0.0% Q2 2026 Aug 26, 2026
Ameritas Investment Partners, Inc. History No change 2,309 189 0.01% 0.01% 1051 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 2,271 186 0.05% 0.05% 1052 0 0.0% Q2 2026 Jul 23, 2026
CNB Bank History No change 2,205 181 0.07% 0.07% 1053 0 0.0% Q2 2026 Aug 06, 2026
Gerber Kawasaki Wealth & Investment Management History No change 2,165 177 0.0% 0.0% 1054 0 0.0% Q2 2026 Aug 07, 2026
GHP Investment Advisors, Inc. History No change 2,132 175 0.01% 0.01% 1055 0 0.0% Q2 2026 Jul 17, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 2,072 170 0.05% 0.05% 1056 0 0.0% Q2 2026 Jul 16, 2026
Private Wealth Asset Management, LLC History No change 2,050 168 0.02% 0.02% 1057 0 0.0% Q2 2026 Aug 11, 2026
NBH Bank History No change 2,049 168 0.07% 0.07% 1058 0 0.0% Q2 2026 Aug 14, 2026
Frankly Finances, LLC History No change 1,920 157 0.12% 0.12% 1059 0 0.0% Q2 2026 Jul 15, 2026
SOA Wealth Advisors, LLC. History No change 1,854 152 0.03% 0.03% 1060 0 0.0% Q2 2026 Jul 21, 2026
Triumph Capital Management History No change 1,767 145 0.03% 0.03% 1061 0 0.0% Q2 2026 Jul 20, 2026
Ameliora Wealth Management Ltd. History No change 1,730 142 0.04% 0.04% 1062 0 0.0% Q2 2026 Jul 24, 2026
NI ACQUISITIONS COMPANY, LLC History No change 1,736 142 0.06% 0.06% 1063 0 0.0% Q2 2026 Aug 05, 2026
Robinswood Financial LLC History No change 1,694 139 0.04% 0.04% 1064 0 0.0% Q2 2026 Jul 14, 2026
Aventura Private Wealth, LLC History No change 1,647 135 0.04% 0.04% 1065 0 0.0% Q2 2026 Jul 15, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,612 132 0.02% 0.02% 1066 0 0.0% Q2 2026 Aug 12, 2026
1620 INVESTMENT ADVISORS, INC. History No change 1,589 130 0.08% 0.08% 1067 0 0.0% Q2 2026 Jul 14, 2026
Lummis Asset Management, LP History No change 1,595 130 0.08% 0.08% 1068 0 0.0% Q2 2026 Aug 03, 2026
Finley Financial, LLC History No change 1,535 126 0.05% 0.05% 1069 0 0.0% Q2 2026 Jul 08, 2026
BLUELINE ADVISORS LLC History No change 1,501 123 0.09% 0.09% 1070 0 0.0% Q2 2026 Jul 27, 2026
RATIONAL ADVISORS, INC. History No change 1,463 120 0.01% 0.01% 1071 0 0.0% Q2 2026 Jul 24, 2026
Financial Network Wealth Advisors LLC History No change 1,446 118 0.12% 0.12% 1072 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 1,427 117 0.0% 0.0% 1073 0 0.0% Q2 2026 Jul 28, 2026
Copia Wealth Management History No change 1,429 117 0.07% 0.07% 1074 0 0.0% Q2 2026 Aug 17, 2026
ST GERMAIN D J CO INC History No change 1,419 116 0.0% 0.0% 1075 0 0.0% Q2 2026 Jul 21, 2026
Essential Partners LLC History No change 1,375 112 0.05% 0.05% 1076 0 0.0% Q2 2026 Aug 10, 2026
Horizons Wealth Management History New 1,323 107 0.07% — 1077 +1,323 New Q3 2026 Oct 05, 2026
SIMA Wealth Partners, LLC History No change 1,300 106 0.08% 0.08% 1078 0 0.0% Q2 2026 Jul 28, 2026
Parkside Financial Bank & Trust History No change 1,255 103 0.01% 0.01% 1079 0 0.0% Q2 2026 Sep 04, 2026
Tower View Wealth Management LLC History No change 1,244 102 0.04% 0.04% 1080 0 0.0% Q2 2026 Jul 24, 2026
Caldwell Trust Co History No change 1,249 102 0.01% 0.01% 1081 0 0.0% Q2 2026 Aug 03, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,212 99 0.01% 0.01% 1082 0 0.0% Q2 2026 Jul 27, 2026
HighMark Wealth Management LLC History No change 1,214 99 0.03% 0.03% 1083 0 0.0% Q2 2026 Aug 12, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 1,204 98 0.04% 0.04% 1084 0 0.0% Q2 2026 Aug 07, 2026
Grove Bank & Trust History No change 1,200 97 0.01% 0.01% 1085 0 0.0% Q3 2026 Oct 08, 2026
Centerpoint Advisors, LLC History No change 1,169 96 0.03% 0.03% 1086 0 0.0% Q2 2026 Aug 05, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,165 95 0.02% 0.02% 1087 0 0.0% Q2 2026 Jul 15, 2026
Atlantic Union Bankshares Corp History No change 1,123 92 0.0% 0.0% 1088 0 0.0% Q2 2026 Aug 11, 2026
Signature Resources Capital Management, LLC History No change 1,116 91 0.04% 0.04% 1089 0 0.0% Q2 2026 Jul 13, 2026
TOMPKINS FINANCIAL CORP History No change 1,100 89 0.01% 0.01% 1090 0 0.0% Q3 2026 Oct 05, 2026
Caitlin John, LLC History No change 1,015 83 0.05% 0.05% 1091 0 0.0% Q2 2026 Aug 17, 2026
Godfrey Financial Associates, Inc. History No change 1,019 83 0.06% 0.06% 1092 0 0.0% Q2 2026 Aug 11, 2026
Oakmont Advisory Group, LLC History No change 1,015 83 0.07% 0.07% 1093 0 0.0% Q2 2026 Aug 03, 2026
Axiom Investment Management LLC History No change 1,001 82 0.05% 0.05% 1094 0 0.0% Q2 2026 Jul 30, 2026
SkyView Investment Advisors, LLC History No change 1,000 82 0.06% 0.06% 1095 0 0.0% Q2 2026 Sep 14, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 998 81 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 897 73 0.01% 0.01% 1097 0 0.0% Q2 2026 Aug 03, 2026
Peck Wealth Management, LLC History No change 900 73 0.06% 0.06% 1098 0 0.0% Q2 2026 Jul 31, 2026
Darwin Wealth Management, LLC History No change 858 70 0.02% 0.02% 1099 0 0.0% Q2 2026 Jul 21, 2026
NFSG Corp History No change 858 70 0.01% 0.01% 1100 0 0.0% Q2 2026 Aug 14, 2026
Holos Integrated Wealth LLC History No change 802 65 0.03% 0.03% 1101 0 0.0% Q2 2026 Jul 15, 2026
Ascentis Independent Advisors History No change 778 63 0.17% 0.17% 1102 0 0.0% Q2 2026 Aug 04, 2026
Glassman Wealth Services History No change 721 59 0.01% 0.01% 1103 0 0.0% Q2 2026 Aug 05, 2026
Buck Wealth Strategies, LLC History No change 716 58 0.01% 0.01% 1104 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Advisors History No change 696 57 0.0% 0.0% 1105 0 0.0% Q2 2026 Aug 11, 2026
Cedar Mountain Advisors, LLC History No change 673 55 0.01% 0.01% 1106 0 0.0% Q2 2026 Jul 02, 2026
Asset Dedication, LLC History No change 657 53 0.0% 0.0% 1107 0 0.0% Q2 2026 Jul 30, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 640 52 0.0% 0.0% 1108 0 0.0% Q2 2026 Aug 04, 2026
Westfuller Advisors, LLC History No change 634 52 0.02% 0.02% 1109 0 0.0% Q2 2026 Jul 29, 2026
Silver Grove Financial Group, Inc. History No change 619 50 0.03% 0.03% 1110 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Wealth Management, LLC. History No change 602 49 0.01% 0.01% 1111 0 0.0% Q2 2026 Jul 30, 2026
IFS Advisors, LLC History No change 600 49 0.02% 0.02% 1112 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 609 49 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 11, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 600 49 0.01% 0.01% 1114 0 0.0% Q2 2026 Jul 14, 2026
Tidemark, LLC History No change 578 47 0.01% 0.01% 1115 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Investment Management History No change 553 45 0.02% 0.02% 1116 0 0.0% Q2 2026 Aug 06, 2026
UNION SAVINGS BANK History No change 544 44 0.02% 0.02% 1117 0 0.0% Q2 2026 Jul 23, 2026
New Republic Capital, LLC History No change 546 44 0.01% 0.01% 1118 0 0.0% Q2 2026 Jul 31, 2026
VAN ECK ASSOCIATES CORP History No change 514 42 0.0% 0.0% 1119 0 0.0% Q2 2026 Aug 14, 2026
SRH ADVISORS, LLC History No change 500 41 0.01% 0.01% 1120 0 0.0% Q2 2026 Jul 24, 2026
Founders Financial Alliance, LLC History No change 500 41 0.01% 0.01% 1121 0 0.0% Q2 2026 Aug 04, 2026
Park Place Capital Corp History No change 500 41 0.01% 0.01% 1122 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 485 39 0.0% 0.0% 1123 0 0.0% Q2 2026 Jul 27, 2026
MATHER GROUP, LLC. History No change 487 39 0.0% 0.0% 1124 0 0.0% Q2 2026 Jul 27, 2026
Rialto Wealth Management, LLC History No change 477 39 0.01% 0.01% 1125 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Strategies CORP History No change 460 37 0.02% 0.02% 1126 0 0.0% Q2 2026 Jul 08, 2026
Bank of New Hampshire History Reduced 428 34 0.01% 0.01% 1128 -110 -20.45% Q3 2026 Oct 06, 2026
Roxbury Financial LLC History Reduced 422 34 0.03% 0.03% 1129 -14 -3.21% Q3 2026 Oct 01, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 422 34 0.0% 0.0% 1127 0 0.0% Q2 2026 Aug 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 400 32 0.0% 0.0% 1130 0 0.0% Q2 2026 Jul 29, 2026
JNBA Financial Advisors History No change 395 32 0.0% 0.0% 1131 0 0.0% Q2 2026 Jul 23, 2026
Millstone Evans Group, LLC History No change 394 32 0.02% 0.02% 1132 0 0.0% Q2 2026 Aug 11, 2026
Bear Mountain Capital, Inc. History No change 379 31 0.01% 0.01% 1133 0 0.0% Q2 2026 Jul 20, 2026
CENTRAL TRUST Co History No change 374 30 0.0% 0.0% 1134 0 0.0% Q2 2026 Jul 31, 2026
Founders Capital Management History No change 370 30 0.01% 0.01% 1135 0 0.0% Q2 2026 Jul 21, 2026
Lodestone Wealth Management LLC History No change 350 28 0.01% 0.01% 1136 0 0.0% Q2 2026 Jul 23, 2026
Horizon Investments, LLC History No change 335 27 0.0% 0.0% 1137 0 0.0% Q2 2026 Aug 13, 2026
West Branch Capital LLC History No change 340 27 0.01% 0.01% 1138 0 0.0% Q2 2026 Jul 10, 2026
Pflug Koory, LLC History No change 340 27 0.01% 0.01% 1139 0 0.0% Q2 2026 Jul 21, 2026
Park Square Financial Group, LLC History No change 336 27 0.24% 0.24% 1140 0 0.0% Q2 2026 Jul 31, 2026
Cassaday & Co Wealth Management LLC History No change 325 26 0.0% 0.0% 1141 0 0.0% Q2 2026 Aug 10, 2026
Roble, Belko & Company, Inc History No change 302 25 0.0% 0.0% 1142 0 0.0% Q2 2026 Jul 24, 2026
Planning Strategies Inc. History No change 312 25 0.01% 0.02% 1143 0 0.0% Q3 2026 Oct 02, 2026
MCF Advisors LLC History No change 300 24 0.0% 0.0% 1144 0 0.0% Q2 2026 Aug 12, 2026
Cordgrass Capital Advisors, LLC History No change 304 24 0.01% 0.01% 1145 0 0.0% Q2 2026 Aug 06, 2026
Quantum Portfolio Management LLC History No change 288 23 0.01% 0.01% 1146 0 0.0% Q2 2026 Aug 14, 2026
Index Technologies Group LLC History No change 288 23 0.02% 0.02% 1147 0 0.0% Q2 2026 Aug 14, 2026
Armor Investment Advisors, LLC History No change 267 21 0.01% 0.01% 1148 0 0.0% Q2 2026 Aug 04, 2026
Physician Wealth Advisors, Inc. History No change 265 21 0.0% 0.0% 1149 0 0.0% Q2 2026 Jul 20, 2026
Concord Wealth Partners History No change 261 21 0.0% 0.0% 1150 0 0.0% Q2 2026 Jul 27, 2026
N10 ASSETS, LLC History No change 260 21 0.01% 0.01% 1151 0 0.0% Q2 2026 Aug 17, 2026
Hanson & Doremus Investment Management History No change 226 19 0.0% 0.0% 1152 0 0.0% Q2 2026 Jul 29, 2026
Atomic Invest LLC History No change 234 19 0.0% 0.0% 1153 0 0.0% Q2 2026 Sep 25, 2026
Nvest Wealth Strategies, Inc. History No change 223 18 0.01% 0.01% 1154 0 0.0% Q2 2026 Jul 10, 2026
SALEM INVESTMENT COUNSELORS INC History No change 218 17 0.0% 0.0% 1155 0 0.0% Q2 2026 Jul 14, 2026
Y.D. More Investments Ltd History No change 200 16 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 05, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 190 15 0.0% 0.0% 1157 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 188 15 0.0% 0.0% 1158 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 180 14 0.0% 0.0% 1159 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 175 14 0.0% 0.0% 1160 0 0.0% Q2 2026 Jul 24, 2026
3 FACTOR INDEXING, LLC History No change 172 14 0.01% 0.01% 1161 0 0.0% Q2 2026 Jul 08, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 165 13 0.0% 0.0% 1162 0 0.0% Q2 2026 Jul 16, 2026
Indiana Trust & Investment Management Co History No change 170 13 0.0% 0.0% 1163 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Co / SC History No change 161 13 0.0% 0.0% 1164 0 0.0% Q2 2026 Aug 11, 2026
Wilkerson Advisory Group LLC History No change 161 13 0.0% 0.0% 1165 0 0.0% Q2 2026 Jul 21, 2026
VANGUARD ADVISERS INC History No change 147 12 0.0% 0.0% 1166 0 0.0% Q2 2026 Aug 13, 2026
OBSIDIAN CIO, LLC History No change 80 12 0.01% 0.01% 1167 0 0.0% Q2 2026 Aug 03, 2026
Avion Wealth History No change 135 11 0.0% 0.0% 1168 0 0.0% Q2 2026 Jul 31, 2026
TD Capital Management LLC History No change 122 10 0.0% 0.0% 1169 0 0.0% Q2 2026 Aug 06, 2026
High Note Wealth, LLC History No change 123 10 0.0% 0.0% 1170 0 0.0% Q2 2026 Jul 23, 2026
Mosley Wealth Management History No change 129 10 0.0% 0.0% 1171 0 0.0% Q2 2026 Jul 23, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 129 10 0.01% 0.01% 1172 0 0.0% Q2 2026 Aug 11, 2026
Allied Private Wealth LLC History No change 125 10 0.01% 0.01% 1173 0 0.0% Q2 2026 Jul 09, 2026
Arlington Trust Co LLC History No change 110 9 0.0% 0.0% 1174 0 0.0% Q2 2026 Jul 07, 2026
Hughes Financial Services, LLC History No change 121 9 0.0% 0.0% 1175 0 0.0% Q2 2026 Jul 20, 2026
Signature Equity Partners, LLC History No change 111 9 0.0% 0.0% 1176 0 0.0% Q2 2026 Jul 30, 2026
Brooklyn FI, LLC History No change 101 8 0.0% 0.0% 1177 0 0.0% Q2 2026 Aug 04, 2026
IMG Wealth Management, Inc. History No change 109 8 0.0% 0.0% 1178 0 0.0% Q2 2026 Aug 07, 2026
Murphy & Mullick Capital Management Corp History No change 105 8 0.0% 0.0% 1179 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History New 90 7 0.0% — 1185 +90 New Q3 2026 Oct 08, 2026
Independence Bank of Kentucky History No change 86 7 0.0% 0.0% 1180 0 0.0% Q2 2026 Jul 13, 2026
HHM Wealth Advisors, LLC History No change 90 7 0.0% 0.0% 1181 0 0.0% Q2 2026 Jul 13, 2026
Princeton Global Asset Management LLC History No change 95 7 0.0% 0.0% 1182 0 0.0% Q2 2026 Jul 16, 2026
WOLFF WIESE MAGANA LLC History No change 92 7 0.0% 0.0% 1183 0 0.0% Q2 2026 Jul 13, 2026
City State Bank History No change 87 7 0.0% 0.0% 1184 0 0.0% Q2 2026 Jul 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 70 6 0.0% 0.0% 1186 0 0.0% Q2 2026 Jul 30, 2026
First Bancorp, Inc /ME/ History No change 83 6 0.0% 0.0% 1187 0 0.0% Q2 2026 Aug 11, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 75 6 0.0% 0.0% 1188 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Bancorp, Inc. History No change 81 6 0.0% 0.0% 1189 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 83 6 0.0% 0.0% 1190 0 0.0% Q2 2026 Aug 03, 2026
EverSource Wealth Advisors, LLC History No change 69 5 0.0% 0.0% 1191 0 0.0% Q2 2026 Jul 24, 2026
Sawyer & Company, Inc History No change 65 5 0.0% 0.0% 1192 0 0.0% Q2 2026 Jul 23, 2026
Beaird Harris Wealth Management, LLC History No change 66 5 0.0% 0.0% 1193 0 0.0% Q2 2026 Jul 08, 2026
Tanglewood Legacy Advisors, LLC History No change 66 5 0.0% 0.0% 1194 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 67 5 0.0% 0.0% 1195 0 0.0% Q2 2026 Aug 14, 2026
Friedenthal Financial History No change 55 4 0.0% 0.0% 1196 0 0.0% Q2 2026 Jul 13, 2026
REICON WEALTH ADVISORS, LLC History No change 50 4 0.0% 0.0% 1197 0 0.0% Q2 2026 Jul 29, 2026
Atlantic Private Wealth, LLC History No change 49 4 0.0% 0.0% 1198 0 0.0% Q2 2026 Aug 11, 2026
Strategic Investment Solutions, Inc. /IL History No change 53 4 0.0% 0.0% 1199 0 0.0% Q2 2026 Jul 08, 2026
LOWE BROCKENBROUGH & CO INC History No change 25 2 0.0% 0.0% 1200 0 0.0% Q2 2026 Aug 03, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 20 2 0.0% 0.0% 1201 0 0.0% Q2 2026 Aug 13, 2026
FIRST UNITED BANK & TRUST History No change 25 2 0.0% 0.0% 1202 0 0.0% Q2 2026 Jul 20, 2026
Rosenberg Matthew Hamilton History No change 36 2 0.0% 0.0% 1203 0 0.0% Q3 2026 Oct 05, 2026
Rakuten Securities, Inc. History No change 29 2 0.0% 0.0% 1204 0 0.0% Q2 2026 Aug 11, 2026
Reyes Financial Architecture, Inc. History No change 32 2 0.0% 0.0% 1205 0 0.0% Q2 2026 Jul 16, 2026
Nemes Rush Group LLC History No change 15 1 0.0% 0.0% 1206 0 0.0% Q2 2026 Aug 14, 2026
Vanguard National Trust Co History No change 23 1 0.0% 0.0% 1207 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 12 1 0.0% 0.0% 1208 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Asset Management, LLC History Closed out 0 0 — 0.38% — -21,095 -100.0% Q3 2026 Oct 08, 2026
PRIVATE CLIENT SERVICES, LLC History Closed out 0 0 — 0.18% — -8,198 -100.0% Q3 2026 Oct 02, 2026
Deane Retirement Strategies, Inc. History Closed out 0 0 — 0.03% — -751 -100.0% Q3 2026 Oct 08, 2026
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2026 Oct 07, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 1 0 — — — -3 -75.0% Q3 2026 Oct 08, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 11 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Financial Gravity Companies, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
RMG Wealth Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Raleigh Capital Management Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
American Capital Advisory, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Quest 10 Wealth Builders, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Topsail Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Catherine Avery Investment Management LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Medallion Wealth Advisors, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026