iSHARES TRUST - SOXX

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 10,710,291 6,862,726 0.53% 0.53% 1 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 6,336,674 4,060,287 0.34% 0.34% 2 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 4,315,715 2,765,337 0.24% 0.24% 3 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 3,276,096 2,099,191 0.4% 0.4% 4 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 2,966,152 1,900,591 0.12% 0.12% 5 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,724,404 1,802,463 0.62% 0.62% 6 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 2,643,300 1,693,720 0.19% 0.19% 7 0 0.0% Q2 2026 Sep 02, 2026
MORGAN STANLEY History No change 1,880,266 1,204,800 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,290,535 826,923 0.11% 0.11% 9 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 1,230,000 788,134 1.11% 1.11% 10 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 1,097,018 702,925 0.16% 0.16% 11 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 761,327 487,827 0.08% 0.08% 12 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 760,000 486,977 1.1% 1.1% 13 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 759,300 486,529 0.38% 0.38% 14 0 0.0% Q2 2026 Aug 13, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 742,736 475,912 2.31% 2.31% 15 0 0.0% Q2 2026 Jul 29, 2026
Hel Ved Capital Management Ltd History No change 696,300 446,161 32.91% 32.91% 16 0 0.0% Q2 2026 Aug 14, 2026
CloudAlpha Capital Management Limited/Hong Kong History No change 661,900 424,119 12.08% 12.08% 17 0 0.0% Q2 2026 Aug 10, 2026
Analyst IMS Investment Management Services Ltd. History No change 571,693 366,318 8.51% 8.51% 18 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 433,699 277,897 0.43% 0.43% 19 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 430,685 275,966 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 14, 2026
Daiichi Life International Holdings LLC History No change 383 245,411 7.78% 7.78% 21 0 0.0% Q2 2026 Aug 12, 2026
ALKEON CAPITAL MANAGEMENT LLC History No change 371,200 237,850 0.32% 0.32% 22 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 367,193 235,282 0.35% 0.35% 23 0 0.0% Q2 2026 Jul 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 364,192 233,359 2.4% 2.4% 24 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 331,209 211,981 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 14, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 304,880 195,354 5.58% 5.58% 26 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 285,325 182,568 0.13% 0.13% 27 0 0.0% Q2 2026 Aug 10, 2026
Nishkama Capital, LLC History No change 281,400 180,309 5.56% 5.56% 28 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 272,491 174,601 0.2% 0.2% 29 0 0.0% Q2 2026 Aug 03, 2026
RAYMOND JAMES FINANCIAL INC History No change 271,837 174,181 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 241,515 154,753 0.19% 0.19% 31 0 0.0% Q2 2026 Jul 29, 2026
Howard Capital Management, LLC History No change 232,236 148,807 1.77% 1.77% 32 0 0.0% Q2 2026 Jul 28, 2026
OSAIC HOLDINGS, INC. History No change 218,332 139,969 0.16% 0.16% 33 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 203,207 130,206 1.11% 1.11% 34 0 0.0% Q2 2026 Aug 06, 2026
Y.D. More Investments Ltd History No change 202,142 129,520 4.03% 4.03% 35 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 215,914 127,376 0.05% 0.05% 36 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 203,236 124,858 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 192,970 123,596 0.11% 0.11% 38 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA History No change 191,687 122,826 0.19% 0.19% 39 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 191,249 122,544 0.25% 0.25% 40 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 189,891 121,674 0.06% 0.06% 41 0 0.0% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 195,400 120,043 0.09% 0.09% 42 0 0.0% Q2 2026 Aug 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 186,620 118,724 0.74% 0.74% 43 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 184,015 117,909 0.04% 0.04% 44 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Investment Research Advisors, Inc. History No change 176,835 113,309 0.26% 0.26% 45 0 0.0% Q2 2026 Jul 27, 2026
Daiichi Life Insurance Co., Ltd. History No change 175,710 112,587 2.63% 2.63% 46 0 0.0% Q2 2026 Aug 12, 2026
Noked Israel Ltd History No change 175,070 112,177 11.57% 11.57% 47 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 171,024 109,585 0.17% 0.17% 48 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 168,000 107,647 0.5% 0.5% 49 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 163,012 104,451 0.02% 0.02% 50 0 0.0% Q2 2026 Sep 23, 2026
Wealthspire Advisors, LLC History No change 161,642 103,574 0.57% 0.57% 51 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History No change 161,532 103,503 0.06% 0.06% 52 0 0.0% Q2 2026 Aug 12, 2026
Parallax Volatility Advisers, L.P. History No change 155,229 99,464 0.17% 0.17% 53 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 138,598 88,808 0.06% 0.06% 54 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 135,900 87,079 0.12% 0.12% 55 0 0.0% Q2 2026 Aug 14, 2026
FARALLON CAPITAL MANAGEMENT, L.L.C. History No change 130,000 83,298 0.38% 0.38% 56 0 0.0% Q2 2026 Aug 14, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History No change 130,000 83,298 8.53% 8.53% 57 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 124,691 79,896 0.11% 0.11% 58 0 0.0% Q2 2026 Aug 27, 2026
Hudson Bay Capital Management LP History No change 121,927 78,125 0.21% 0.21% 59 0 0.0% Q2 2026 Aug 14, 2026
GREENWOOD GEARHART LLC History No change 115,823 74,214 3.45% 3.45% 60 0 0.0% Q2 2026 Jul 24, 2026
Hidden Lake Asset Management LP History No change 115,000 73,687 22.18% 22.18% 61 0 0.0% Q2 2026 Aug 14, 2026
Elo Mutual Pension Insurance Co History No change 112,320 71,970 0.93% 0.93% 62 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 111,726 71,589 0.47% 0.47% 63 0 0.0% Q2 2026 Sep 08, 2026
Gerber Kawasaki Wealth & Investment Management History No change 111,185 71,241 1.9% 1.9% 64 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 110,838 71,016 0.12% 0.12% 65 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 109,196 69,968 4.61% 4.61% 66 0 0.0% Q2 2026 Jul 20, 2026
HighTower Advisors, LLC History No change 108,888 69,771 0.07% 0.07% 67 0 0.0% Q2 2026 Aug 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 101,355 64,944 0.3% 0.3% 68 0 0.0% Q2 2026 Aug 11, 2026
Horizon Investments, LLC History No change 101,355 64,944 0.71% 0.71% 69 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 101,270 64,890 0.08% 0.08% 70 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 98,074 62,845 0.05% 0.05% 71 0 0.0% Q2 2026 Aug 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 95,280 61,051 0.8% 0.8% 72 0 0.0% Q2 2026 Aug 10, 2026
BRIGHT VALLEY CAPITAL Ltd History No change 94,000 60,231 9.62% 9.62% 73 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 88,474 56,690 0.29% 0.29% 74 0 0.0% Q2 2026 Aug 13, 2026
Goldstream Capital Management Ltd History No change 87,961 56,361 42.72% 42.72% 75 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 85,294 54,652 0.14% 0.14% 76 0 0.0% Q2 2026 Aug 14, 2026
Traynor Capital Management, Inc. History No change 85,270 54,637 2.51% 2.51% 77 0 0.0% Q2 2026 Jul 22, 2026
HRT FINANCIAL LP History No change 82,542 52,889 0.1% 0.1% 78 0 0.0% Q2 2026 Aug 14, 2026
Yarbrough Capital, LLC History No change 82,383 52,787 1.58% 1.58% 79 0 0.0% Q2 2026 Aug 10, 2026
Massar Capital Management, LP History No change 82,100 52,606 5.11% 5.11% 80 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 79,278 50,798 0.05% 0.05% 81 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 75,671 48,487 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 07, 2026
SONA ASSET MANAGEMENT (US) LLC History No change 75,000 48,057 1.01% 1.01% 83 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 71,155 45,593 0.05% 0.05% 84 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 70,842 45,392 0.48% 0.48% 85 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 68,232 43,720 0.07% 0.07% 86 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History No change 67,709 43,385 3.74% 3.74% 87 0 0.0% Q2 2026 Jul 23, 2026
Ayalon Insurance Comp Ltd. History Added to 73,076 41,554 3.45% 2.21% 88 +44,976 160.06% Q3 2026 Oct 08, 2026
BANK OF MONTREAL /CAN/ History No change 62,090 39,784 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 61,840 39,624 0.52% 0.52% 90 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 65,681 39,348 0.1% 0.1% 91 0 0.0% Q2 2026 Jul 27, 2026
Wealthfront Advisers LLC History No change 61,114 39,159 0.08% 0.08% 92 0 0.0% Q2 2026 Aug 07, 2026
Jump Financial, LLC History No change 60,530 38,785 0.31% 0.31% 93 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 58,289 37,349 0.42% 0.42% 94 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 60,424 35,126 0.06% 0.06% 95 0 0.0% Q2 2026 Jul 15, 2026
Arax Advisory Partners History No change 54,595 34,982 0.23% 0.23% 96 0 0.0% Q2 2026 Aug 10, 2026
Avanda Investment Management Pte. Ltd. History No change 54,000 34,601 11.56% 11.56% 97 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 51,635 33,085 0.62% 0.62% 98 0 0.0% Q2 2026 Jul 15, 2026
COMMERCE BANK History No change 51,484 32,988 0.14% 0.14% 99 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 50,367 32,273 0.1% 0.1% 100 0 0.0% Q2 2026 Jul 28, 2026
Allianz Asset Management GmbH History No change 50,230 32,185 0.03% 0.03% 101 0 0.0% Q2 2026 Sep 02, 2026
Brevan Howard Capital Management LP History No change 50,000 32,038 0.24% 0.24% 102 0 0.0% Q2 2026 Aug 14, 2026
BW Gestao de Investimentos Ltda. History No change 50,000 32,038 0.63% 0.63% 103 0 0.0% Q2 2026 Aug 14, 2026
Polymer Capital Management (US) LLC History No change 50,000 32,038 4.24% 4.24% 104 0 0.0% Q2 2026 Aug 14, 2026
Cadent Capital Advisors, LLC History No change 49,460 31,691 6.53% 6.53% 105 0 0.0% Q2 2026 Jul 13, 2026
BANK HAPOALIM BM History No change 49,285 31,580 2.1% 2.1% 106 0 0.0% Q2 2026 Aug 05, 2026
United Asset Strategies, Inc. History No change 48,982 31,385 2.22% 2.22% 107 0 0.0% Q2 2026 Jul 13, 2026
Marks Wealth, LLC History No change 48,876 31,317 6.78% 6.78% 108 0 0.0% Q2 2026 Jul 29, 2026
TORNO CAPITAL, LLC History No change 47,600 30,500 0.88% 0.88% 109 0 0.0% Q2 2026 Aug 14, 2026
Financial Partners Group, Inc History No change 45,977 29,460 2.99% 2.99% 110 0 0.0% Q2 2026 Jul 23, 2026
Jefferies Financial Group Inc. History No change 45,100 28,898 0.19% 0.19% 111 0 0.0% Q2 2026 Aug 17, 2026
360 Financial, Inc. History No change 44,450 28,482 7.23% 7.23% 112 0 0.0% Q2 2026 Aug 11, 2026
MinichMacGregor Wealth Management, LLC History No change 42,749 27,392 4.16% 4.16% 113 0 0.0% Q2 2026 Jul 16, 2026
Squarepoint Ops LLC History No change 41,610 26,662 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 14, 2026
REDSTONE WEALTH MANAGEMENT, LLC History No change 41,353 26,497 17.29% 17.29% 115 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 40,848 26,174 0.05% 0.05% 116 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 40,098 25,692 0.15% 0.15% 117 0 0.0% Q2 2026 Aug 17, 2026
Horizon Wealth Management, LLC History No change 40,036 25,653 3.27% 3.27% 118 0 0.0% Q2 2026 Aug 06, 2026
CREDIT AGRICOLE S A History No change 40,002 25,631 0.05% 0.05% 119 0 0.0% Q2 2026 Aug 14, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 40,000 25,630 0.36% 0.36% 120 0 0.0% Q2 2026 Aug 14, 2026
Galvin, Gaustad & Stein, LLC History No change 38,965 24,967 1.84% 1.84% 121 0 0.0% Q2 2026 Jul 29, 2026
Legacy Edge Advisors, LLC History No change 38,947 24,955 2.29% 2.29% 122 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Counsel, LLC History No change 37,945 24,313 3.01% 3.01% 123 0 0.0% Q2 2026 Jul 15, 2026
LOWE BROCKENBROUGH & CO INC History No change 37,319 23,908 1.06% 1.06% 124 0 0.0% Q2 2026 Aug 03, 2026
TOTH FINANCIAL ADVISORY CORP History No change 36,103 23,133 2.26% 2.26% 125 0 0.0% Q2 2026 Jul 14, 2026
KLINGENSTEIN FIELDS & CO LP History No change 35,340 22,644 0.79% 0.79% 126 0 0.0% Q2 2026 Aug 05, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 35,285 22,609 0.43% 0.43% 127 0 0.0% Q2 2026 Aug 13, 2026
Chicago Wealth Management, Inc. History No change 35,178 22,540 8.0% 8.0% 128 0 0.0% Q2 2026 Aug 11, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 34,995 22,423 6.32% 6.32% 129 0 0.0% Q2 2026 Aug 07, 2026
Private Advisor Group, LLC History No change 34,854 22,333 0.1% 0.1% 130 0 0.0% Q2 2026 Jul 27, 2026
Gray Foundation History No change 34,371 22,023 4.85% 4.85% 131 0 0.0% Q2 2026 Aug 05, 2026
Waratah Capital Advisors Ltd. History No change 34,300 21,978 0.75% 0.75% 132 0 0.0% Q2 2026 Aug 11, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 34,231 21,933 0.09% 0.09% 133 0 0.0% Q2 2026 Aug 14, 2026
Kapitalo Investimentos Ltda History No change 34,200 21,913 1.39% 1.39% 134 0 0.0% Q2 2026 Aug 14, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 33,764 21,634 1.54% 1.54% 135 0 0.0% Q2 2026 Aug 07, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History No change 33,700 21,593 4.43% 4.43% 136 0 0.0% Q2 2026 Aug 03, 2026
MACKENZIE FINANCIAL CORP History No change 32,066 20,546 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 13, 2026
KCM INVESTMENT ADVISORS LLC History No change 31,825 20,392 0.61% 0.61% 138 0 0.0% Q2 2026 Aug 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 31,539 20,208 1.3% 1.3% 139 0 0.0% Q2 2026 Jul 24, 2026
SPINNAKER TRUST History No change 31,334 20,077 0.97% 0.97% 140 0 0.0% Q2 2026 Aug 03, 2026
Legend Financial Advisors, Inc. History No change 30,649 19,638 11.16% 11.16% 141 0 0.0% Q2 2026 Jul 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 30,579 19,593 0.22% 0.22% 142 0 0.0% Q2 2026 Jul 28, 2026
Rakuten Investment Management, Inc. History No change 31,297 19,227 0.06% 0.06% 143 0 0.0% Q2 2026 Aug 17, 2026
Maniro Ltd History No change 29,472 18,884 4.24% 4.24% 144 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 29,227 18,727 0.06% 0.06% 145 0 0.0% Q2 2026 Aug 12, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 29,018 18,593 0.03% 0.03% 146 0 0.0% Q2 2026 Aug 17, 2026
MSA Advisors, LLC History No change 28,965 18,559 4.78% 4.78% 147 0 0.0% Q2 2026 Aug 14, 2026
FULTON BANK, N.A. History No change 28,909 18,523 0.57% 0.57% 148 0 0.0% Q2 2026 Jul 09, 2026
Diversify Advisory Services, LLC History No change 35,355 18,251 0.31% 0.31% 149 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 35,355 18,251 0.31% 0.31% 150 0 0.0% Q2 2026 Jul 29, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 27,850 17,845 4.45% 4.45% 151 0 0.0% Q2 2026 Jul 24, 2026
CIBC WORLD MARKET INC. History No change 27,514 17,629 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 13, 2026
Allen Mooney & Barnes Investment Advisors LLC History No change 27,349 17,524 2.67% 2.67% 153 0 0.0% Q2 2026 Jul 13, 2026
Meridian Wealth Management, LLC History No change 26,698 17,106 0.53% 0.53% 154 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 26,652 17,077 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 26,384 16,905 1.37% 1.37% 156 0 0.0% Q2 2026 Aug 05, 2026
Anson Funds Management LP History No change 26,300 16,851 1.0% 1.0% 157 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 26,159 16,766 0.24% 0.24% 158 0 0.0% Q2 2026 Jul 15, 2026
Ariose Capital Management Ltd History No change 26,127 16,741 7.15% 7.15% 159 0 0.0% Q2 2026 Jul 27, 2026
CMH Wealth Management LLC History No change 25,661 16,442 2.51% 2.51% 160 0 0.0% Q2 2026 Jul 09, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 25,500 16,339 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 25,260 16,185 0.06% 0.06% 162 0 0.0% Q2 2026 Aug 14, 2026
Alphadyne Asset Management LP History No change 25,000 16,019 0.15% 0.15% 163 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 24,771 15,872 0.07% 0.07% 164 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 23,882 15,302 0.02% 0.02% 165 0 0.0% Q2 2026 Aug 12, 2026
SIG BROKERAGE, LP History No change 23,873 15,296 0.3% 0.3% 166 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 23,704 15,079 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 19, 2026
PARK AVENUE SECURITIES LLC History No change 23,193 14,861 0.09% 0.09% 168 0 0.0% Q2 2026 Jul 20, 2026
Pictet Asset Management Holding SA History No change 23,470 14,608 0.01% 0.01% 169 0 0.0% Q2 2026 Jul 30, 2026
AdvisorNet Financial, Inc History No change 22,586 14,472 0.66% 0.66% 170 0 0.0% Q2 2026 Jul 23, 2026
Stonebridge Financial Group, LLC/CA History No change 22,574 14,464 2.0% 2.0% 171 0 0.0% Q2 2026 Aug 13, 2026
VELA Investment Management, LLC History No change 22,500 14,417 3.14% 3.14% 172 0 0.0% Q2 2026 Aug 27, 2026
VALLEY WEALTH MANAGERS, INC. History No change 22,055 14,132 0.82% 0.82% 173 0 0.0% Q2 2026 Aug 04, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 22,017 14,107 4.94% 4.94% 174 0 0.0% Q2 2026 Aug 03, 2026
Concord Investment Counsel Inc. History No change 22,108 14,095 3.85% 3.85% 175 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 21,936 14,055 0.25% 0.25% 176 0 0.0% Q2 2026 Jul 20, 2026
GROUP ONE TRADING LLC History No change 21,841 13,994 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 13, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 21,813 13,976 8.42% 8.42% 178 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Advisor Solutions LLC History No change 21,586 13,831 0.39% 0.39% 179 0 0.0% Q2 2026 Jul 07, 2026
SteelPeak Wealth, LLC History No change 21,364 13,689 0.35% 0.35% 180 0 0.0% Q2 2026 Jul 13, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 21,275 13,632 0.2% 0.2% 181 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 21,051 13,487 0.09% 0.09% 182 0 0.0% Q2 2026 Aug 14, 2026
Wellington Shields Capital Management, LLC History No change 20,887 13,383 1.7% 1.7% 183 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 20,936 13,370 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 14, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 20,653 13,233 0.72% 0.72% 185 0 0.0% Q2 2026 Jul 27, 2026
Cavalier Investments, LLC History No change 20,492 13,130 0.55% 0.55% 186 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 20,458 13,108 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 20,276 12,988 0.39% 0.39% 188 0 0.0% Q2 2026 Jul 15, 2026
Concurrent Investment Advisors, LLC History No change 19,927 12,768 0.11% 0.11% 189 0 0.0% Q2 2026 Jul 27, 2026
RFG Advisory, LLC History No change 19,219 12,314 0.19% 0.19% 190 0 0.0% Q2 2026 Jul 15, 2026
Evolution Wealth Advisors, LLC History No change 19,140 12,264 1.43% 1.43% 191 0 0.0% Q2 2026 Jul 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 19,096 12,235 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 07, 2026
MARVIN & PALMER ASSOCIATES INC History No change 18,797 12,044 7.58% 7.58% 193 0 0.0% Q2 2026 Aug 07, 2026
HARBOR ADVISORY CORP /MA/ History No change 18,785 12,036 3.22% 3.22% 194 0 0.0% Q2 2026 Aug 13, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 165,825 11,856 3.16% 3.16% 195 0 0.0% Q2 2026 Aug 13, 2026
Geremia Financial Services, LLC History No change 18,422 11,804 12.52% 12.52% 196 0 0.0% Q2 2026 Jul 15, 2026
Parker Investment Management, LLC History No change 18,171 11,643 0.89% 0.89% 197 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 18,104 11,600 0.05% 0.05% 198 0 0.0% Q2 2026 Aug 18, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 17,641 11,303 0.03% 0.03% 199 0 0.0% Q2 2026 Aug 11, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 17,617 11,288 3.31% 3.31% 200 0 0.0% Q2 2026 Aug 10, 2026
Peachtree Investment Partners, LLC History No change 17,499 11,212 3.59% 3.59% 201 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 17,261 11,060 0.2% 0.2% 202 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 17,070 10,937 0.13% 0.13% 203 0 0.0% Q2 2026 Aug 18, 2026
Qube Research & Technologies Ltd History No change 16,968 10,872 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 16,808 10,770 0.11% 0.11% 205 0 0.0% Q2 2026 Aug 11, 2026
Silverleafe Capital Partners, LLC History Reduced 18,894 10,743 3.06% 4.06% 206 -4,345 -18.7% Q3 2026 Oct 02, 2026
MassMutual Private Wealth & Trust, FSB History Added to 18,881 10,736 0.28% 0.0% 207 +18,812 27263.77% Q3 2026 Oct 05, 2026
Strategic Blueprint, LLC History No change 16,614 10,645 0.53% 0.53% 208 0 0.0% Q2 2026 Jul 23, 2026
CTC Alternative Strategies, Ltd. History No change 16,600 10,636 15.34% 15.34% 209 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 16,506 10,576 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 13, 2026
Integrated Capital Management, LLC History No change 16,506 10,576 3.81% 3.81% 211 0 0.0% Q2 2026 Jul 31, 2026
MARTIN & CO INC /TN/ History No change 16,191 10,374 1.62% 1.62% 212 0 0.0% Q2 2026 Aug 12, 2026
PEAK6 LLC History No change 16,078 10,302 0.02% 0.02% 213 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 15,833 10,145 0.04% 0.04% 214 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 15,696 10,057 0.06% 0.06% 215 0 0.0% Q2 2026 Jul 20, 2026
&PARTNERS History No change 15,627 10,009 0.04% 0.04% 216 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 15,556 9,965 0.05% 0.05% 217 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 15,471 9,913 0.32% 0.32% 218 0 0.0% Q2 2026 Jul 17, 2026
Well Done, LLC History No change 15,472 9,913 1.33% 1.33% 219 0 0.0% Q2 2026 Jul 24, 2026
Wharton Business Group, LLC History No change 15,330 9,822 0.33% 0.33% 220 0 0.0% Q2 2026 Aug 10, 2026
Conservest Capital Advisors, Inc. History No change 15,290 9,797 0.78% 0.78% 221 0 0.0% Q2 2026 Jul 22, 2026
Family Legacy, Inc. History No change 15,286 9,794 2.61% 2.61% 222 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 15,049 9,642 0.13% 0.13% 223 0 0.0% Q2 2026 Aug 12, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 15,000 9,611 0.07% 0.07% 224 0 0.0% Q2 2026 Aug 13, 2026
LMR Partners LLP History No change 15,000 9,611 0.04% 0.04% 225 0 0.0% Q2 2026 Aug 14, 2026
Twin Peaks Capital Ltd History No change 15,000 9,611 4.73% 4.73% 226 0 0.0% Q2 2026 Sep 16, 2026
BEACON FINANCIAL PLANNING, INC History No change 14,994 9,607 3.26% 3.26% 227 0 0.0% Q2 2026 Aug 06, 2026
BlackRock, Inc. History No change 14,972 9,593 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 14,934 9,568 0.16% 0.16% 229 0 0.0% Q2 2026 Jul 21, 2026
Lido Advisors, LLC History No change 14,817 9,494 0.03% 0.03% 230 0 0.0% Q2 2026 Aug 07, 2026
KKM Financial LLC History No change 14,772 9,465 1.3% 1.3% 231 0 0.0% Q2 2026 Aug 14, 2026
Charter Oak Advisors LP History No change 14,500 9,291 5.11% 5.11% 232 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 14,468 9,270 0.47% 0.47% 233 0 0.0% Q2 2026 Jul 16, 2026
Tepp RIA, LLC History No change 14,465 9,268 6.28% 6.28% 234 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 14,267 9,141 0.69% 0.69% 235 0 0.0% Q2 2026 Sep 15, 2026
Wall Street Financial Group, Inc. History No change 14,168 9,078 4.85% 4.85% 236 0 0.0% Q2 2026 Jul 13, 2026
Destination Wealth Management History No change 14,329 9,077 0.21% 0.21% 237 0 0.0% Q2 2026 Aug 14, 2026
Union Bancaire Privee, UBP SA History No change 17,029 9,071 0.1% 0.1% 238 0 0.0% Q2 2026 Jul 16, 2026
MONEY CONCEPTS CAPITAL CORP History No change 14,132 9,055 0.42% 0.42% 239 0 0.0% Q2 2026 Aug 04, 2026
Alley Investment Management Company, LLC History No change 13,916 8,916 1.04% 1.04% 240 0 0.0% Q2 2026 Jul 23, 2026
Commonwealth Financial Services, LLC History No change 13,895 8,903 1.2% 1.2% 241 0 0.0% Q2 2026 Jul 15, 2026
Alaska Permanent Capital Management, LLC History No change 13,740 8,802 0.58% 0.58% 242 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 13,682 8,766 0.1% 0.1% 243 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 13,560 8,688 1.72% 1.72% 244 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 13,523 8,665 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 11, 2026
Adams Wealth Management History No change 13,467 8,628 1.65% 1.65% 246 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 13,467 8,628 1.4% 1.4% 247 0 0.0% Q2 2026 Aug 11, 2026
Lighthouse Investment Partners, LLC History No change 13,412 8,593 0.23% 0.23% 248 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 13,345 8,550 0.16% 0.16% 249 0 0.0% Q2 2026 Aug 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 13,300 8,522 0.41% 0.41% 250 0 0.0% Q2 2026 Aug 11, 2026
Sharper & Granite LLC History No change 13,026 8,346 2.59% 2.59% 251 0 0.0% Q2 2026 Jul 16, 2026
Dala Group, LLC History No change 12,961 8,304 6.84% 6.84% 252 0 0.0% Q2 2026 Aug 10, 2026
Aprio Wealth Management, LLC History No change 12,768 8,181 0.4% 0.4% 253 0 0.0% Q2 2026 Jul 24, 2026
Procyon Advisors, LLC History No change 12,701 8,138 0.35% 0.35% 254 0 0.0% Q2 2026 Jul 09, 2026
MEITAV INVESTMENT HOUSE LTD History No change 12,499 8,007 0.05% 0.05% 255 0 0.0% Q2 2026 Jul 20, 2026
Global Wealth Strategies & Associates History Reduced 13,861 7,882 1.44% 1.69% 256 -19 -0.14% Q3 2026 Oct 01, 2026
Midwest Financial Group LLC History No change 12,286 7,872 2.76% 2.76% 257 0 0.0% Q2 2026 Jul 21, 2026
THEORY FINANCIAL LLC History No change 12,271 7,862 2.48% 2.48% 258 0 0.0% Q2 2026 Jul 31, 2026
Klingman & Associates, LLC History No change 11,969 7,669 0.33% 0.33% 259 0 0.0% Q2 2026 Jul 29, 2026
Magnus Financial Group LLC History No change 11,916 7,635 0.54% 0.54% 260 0 0.0% Q2 2026 Jul 09, 2026
Grandview Asset Management LLC History No change 11,848 7,621 1.89% 1.89% 261 0 0.0% Q2 2026 Jul 24, 2026
Tower Research Capital LLC (TRC) History No change 11,853 7,594 0.19% 0.19% 262 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History No change 11,975 7,582 0.06% 0.06% 263 0 0.0% Q2 2026 Jul 17, 2026
FIFTH THIRD BANCORP History No change 11,700 7,496 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 05, 2026
Monument Capital Management History No change 11,694 7,493 1.51% 1.51% 265 0 0.0% Q2 2026 Jul 22, 2026
Krilogy Financial LLC History No change 11,591 7,427 0.22% 0.22% 266 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Advisory Partners LLC History No change 11,473 7,351 0.14% 0.14% 267 0 0.0% Q2 2026 Jul 09, 2026
AQR CAPITAL MANAGEMENT LLC History No change 11,465 7,346 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 14, 2026
Polaris Financial Partners History New 12,886 7,307 3.27% — 269 +12,886 New Q3 2026 Oct 02, 2026
Coral Wealth Management, LLC History No change 11,163 7,152 5.86% 5.86% 270 0 0.0% Q2 2026 Aug 04, 2026
RWQ Financial Management Services, Inc. History No change 11,155 7,147 3.45% 3.45% 271 0 0.0% Q2 2026 Jul 22, 2026
OneDigital Investment Advisors LLC History No change 11,033 7,069 0.06% 0.06% 272 0 0.0% Q2 2026 Aug 06, 2026
EWA, LLC History No change 11,015 7,058 1.29% 1.29% 273 0 0.0% Q2 2026 Jul 14, 2026
RH Tailwind Management, LLC History No change 11,000 7,048 0.69% 0.69% 274 0 0.0% Q2 2026 Aug 14, 2026
Maxele Advisors, LLC History No change 10,998 7,047 4.92% 4.92% 275 0 0.0% Q2 2026 Aug 14, 2026
Vision Retirement, LLC History No change 10,964 7,025 1.7% 1.7% 276 0 0.0% Q2 2026 Jul 21, 2026
PFG Investments, LLC History No change 10,892 6,979 0.27% 0.27% 277 0 0.0% Q2 2026 Jul 23, 2026
Lake Hills Wealth Management, LLC History Reduced 12,218 6,947 3.19% 4.37% 278 -2,778 -18.52% Q3 2026 Oct 07, 2026
Banco Santander, S.A. History No change 10,839 6,945 0.04% 0.04% 279 0 0.0% Q2 2026 Jul 29, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 11,043 6,827 0.04% 0.04% 280 0 0.0% Q2 2026 Aug 10, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 10,549 6,750 0.14% 0.14% 281 0 0.0% Q2 2026 Aug 11, 2026
Koshinski Asset Management, Inc. History No change 10,126 6,488 0.35% 0.35% 282 0 0.0% Q2 2026 Jul 27, 2026
Steele Capital Management, Inc. History No change 10,121 6,485 0.24% 0.24% 283 0 0.0% Q2 2026 Jul 28, 2026
Optiver Holding B.V. History No change 10,039 6,432 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 12, 2026
Advyzon Investment Management, LLC History No change 10,008 6,412 0.47% 0.47% 285 0 0.0% Q2 2026 Aug 14, 2026
11 Capital Partners LP History No change 10,000 6,407 1.74% 1.74% 286 0 0.0% Q2 2026 Aug 14, 2026
SBI Okasan Asset Management Co.Ltd. History No change 10,390 6,383 0.21% 0.21% 287 0 0.0% Q2 2026 Jul 21, 2026
Osbon Capital Management LLC History No change 9,857 6,316 4.95% 4.95% 288 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 9,813 6,287 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 9,683 6,204 0.02% 0.02% 290 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 9,614 6,160 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 14, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 9,548 6,117 3.4% 3.4% 292 0 0.0% Q2 2026 Jul 16, 2026
Atria Investments, Inc History No change 9,544 6,115 0.06% 0.06% 293 0 0.0% Q2 2026 Jul 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 9,521 6,100 0.89% 0.89% 294 0 0.0% Q2 2026 Jul 21, 2026
Moss Adams Wealth Advisors LLC History No change 9,518 6,098 0.38% 0.38% 295 0 0.0% Q2 2026 Jul 27, 2026
Mesirow Financial Investment Management, Inc. History No change 9,475 6,071 0.1% 0.1% 296 0 0.0% Q2 2026 Jul 22, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 9,328 5,977 0.02% 0.02% 297 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 9,197 5,892 0.07% 0.07% 298 0 0.0% Q2 2026 Jul 22, 2026
Green Ridge Wealth Planning LLC History No change 9,028 5,784 2.43% 2.43% 299 0 0.0% Q2 2026 Jul 08, 2026
Prosperity Consulting Group, LLC History No change 9,016 5,777 0.22% 0.22% 300 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 9,002 5,768 0.07% 0.07% 301 0 0.0% Q2 2026 Jul 22, 2026
1 NORTH WEALTH SERVICES LLC History No change 8,876 5,687 1.86% 1.86% 302 0 0.0% Q2 2026 Aug 03, 2026
Mutual Advisors, LLC History No change 8,873 5,685 0.11% 0.11% 303 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 8,823 5,662 0.05% 0.05% 304 0 0.0% Q2 2026 Jul 24, 2026
Focus Financial Network, Inc. History No change 8,798 5,637 0.17% 0.17% 305 0 0.0% Q2 2026 Jul 09, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 8,794 5,634 0.28% 0.28% 306 0 0.0% Q2 2026 Jul 20, 2026
VestGen Advisors, LLC History No change 8,716 5,584 0.16% 0.16% 307 0 0.0% Q2 2026 Aug 11, 2026
Tudor Financial Inc. History No change 8,650 5,542 2.49% 2.49% 308 0 0.0% Q2 2026 Aug 10, 2026
CONDOR CAPITAL MANAGEMENT History No change 8,564 5,487 0.41% 0.41% 309 0 0.0% Q2 2026 Aug 12, 2026
Gallagher Fiduciary Advisors, LLC History No change 8,513 5,454 0.18% 0.18% 310 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 8,402 5,383 0.01% 0.01% 311 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 8,243 5,281 0.06% 0.06% 312 0 0.0% Q2 2026 Jul 29, 2026
Insight Wealth Partners, LLC History No change 8,117 5,201 0.7% 0.7% 313 0 0.0% Q2 2026 Aug 06, 2026
Matrix Trust Co History Reduced 9,097 5,173 0.75% 0.88% 314 -382 -4.03% Q3 2026 Oct 07, 2026
Marex Group Ltd History No change 8,062 5,165 0.02% 0.02% 315 0 0.0% Q2 2026 Aug 14, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 7,990 5,119 1.3% 1.3% 316 0 0.0% Q2 2026 Jul 23, 2026
Kovack Advisors, Inc. History No change 8,291 5,092 0.24% 0.24% 317 0 0.0% Q2 2026 Jul 28, 2026
WILLIAM JOHN SEMPOLINSKI History No change 7,906 5,065 2.05% 2.05% 318 0 0.0% Q2 2026 Aug 14, 2026
Armor Investment Advisors, LLC History No change 7,897 5,060 1.62% 1.62% 319 0 0.0% Q2 2026 Aug 04, 2026
VMS Asset Management Limited History No change 7,890 5,055 1.6% 1.6% 320 0 0.0% Q2 2026 Jul 22, 2026
NewEdge Wealth, LLC History No change 7,875 5,045 0.05% 0.05% 321 0 0.0% Q2 2026 Aug 10, 2026
Comprehensive Financial Planning, Inc./PA History No change 7,820 5,010 2.67% 2.67% 322 0 0.0% Q2 2026 Aug 10, 2026
AAFMAA Wealth Management & Trust LLC History No change 7,739 4,958 1.73% 1.73% 323 0 0.0% Q2 2026 Jul 08, 2026
Pioneer Family Office, LLC History No change 7,585 4,860 2.5% 2.5% 324 0 0.0% Q2 2026 Jul 27, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 7,576 4,854 0.49% 0.49% 325 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 7,572 4,851 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 13, 2026
Essex Financial Services, Inc. History No change 7,566 4,847 0.24% 0.24% 327 0 0.0% Q2 2026 Aug 10, 2026
NOMURA HOLDINGS INC History No change 7,500 4,805 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 14, 2026
Mirabaud & Cie SA History No change 7,500 4,805 1.93% 1.93% 329 0 0.0% Q2 2026 Jul 08, 2026
PRINCIPAL SECURITIES, INC. History No change 7,469 4,785 0.06% 0.06% 330 0 0.0% Q2 2026 Aug 04, 2026
Concentrum Wealth Management History No change 7,444 4,769 1.14% 1.14% 331 0 0.0% Q2 2026 Aug 06, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 7,375 4,725 2.33% 2.33% 332 0 0.0% Q2 2026 Jul 22, 2026
CORRADO ADVISORS, LLC History No change 7,346 4,706 2.17% 2.17% 333 0 0.0% Q2 2026 Jul 29, 2026
IBEX WEALTH ADVISORS History No change 7,308 4,682 0.37% 0.37% 334 0 0.0% Q2 2026 Jul 27, 2026
Prime Capital Investment Advisors, LLC History No change 7,298 4,676 0.05% 0.05% 335 0 0.0% Q2 2026 Aug 05, 2026
Modern Wealth Management, LLC History No change 7,255 4,648 0.06% 0.06% 336 0 0.0% Q2 2026 Aug 13, 2026
High Point Wealth Management, LLC History No change 7,205 4,616 3.78% 3.78% 337 0 0.0% Q2 2026 Jul 20, 2026
Avior Wealth Management, LLC History No change 7,130 4,568 0.12% 0.12% 338 0 0.0% Q2 2026 Jul 07, 2026
FRANKLIN RESOURCES INC History No change 7,056 4,521 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group History No change 7,056 4,521 0.27% 0.27% 340 0 0.0% Q2 2026 Jul 29, 2026
First International Bank of Israel Ltd. History No change 7,055 4,520 1.23% 1.23% 341 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 7,008 4,490 0.07% 0.07% 342 0 0.0% Q2 2026 Jul 31, 2026
CreativeOne Wealth, LLC History No change 7,008 4,490 0.1% 0.1% 343 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Planning Group, LLC History No change 6,996 4,482 1.43% 1.43% 344 0 0.0% Q2 2026 Jul 31, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 6,981 4,473 0.18% 0.18% 345 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 6,930 4,440 0.02% 0.02% 346 0 0.0% Q2 2026 Aug 11, 2026
VICTORY FINANCIAL GROUP, LLC History No change 6,880 4,408 0.46% 0.46% 347 0 0.0% Q2 2026 Jul 28, 2026
Fisher Asset Management, LLC History No change 6,871 4,402 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 04, 2026
Intellectus Partners, LLC History No change 6,799 4,356 0.75% 0.75% 349 0 0.0% Q2 2026 Aug 12, 2026
Guardian Capital, LLC History No change 6,782 4,345 3.55% 3.55% 350 0 0.0% Q2 2026 Aug 07, 2026
Brookstone Capital Management History No change 6,754 4,327 0.04% 0.04% 351 0 0.0% Q2 2026 Jul 15, 2026
Fosun International Ltd History No change 6,720 4,305 0.96% 0.96% 352 0 0.0% Q2 2026 Aug 12, 2026
One Capital Management, LLC History No change 12,985 4,267 0.12% 0.12% 353 0 0.0% Q2 2026 Aug 13, 2026
S&A Financial Services, Inc. History No change 6,642 4,255 2.6% 2.6% 354 0 0.0% Q2 2026 Jul 27, 2026
Gold Investment Management Ltd. History No change 6,578 4,214 1.14% 1.14% 355 0 0.0% Q2 2026 Aug 05, 2026
PACIFIC SUN FINANCIAL CORP History No change 6,526 4,181 1.72% 1.72% 356 0 0.0% Q2 2026 Aug 07, 2026
Ashton Thomas Private Wealth, LLC History No change 6,472 4,146 0.09% 0.09% 357 0 0.0% Q2 2026 Jul 29, 2026
Dedeker Financial LLC History No change 6,459 4,138 2.35% 2.35% 358 0 0.0% Q2 2026 Aug 10, 2026
Genesee Capital Advisors, LLC History No change 6,412 4,108 1.29% 1.29% 359 0 0.0% Q2 2026 Aug 06, 2026
Western Wealth Management, LLC History No change 6,245 4,001 0.13% 0.13% 360 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 6,085 3,899 0.02% 0.02% 361 0 0.0% Q2 2026 Aug 03, 2026
Robertson Stephens Wealth Management, LLC History No change 5,753 3,686 0.09% 0.09% 362 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 5,724 3,667 0.04% 0.04% 363 0 0.0% Q2 2026 Aug 10, 2026
Joseph P. Lucia & Associates, LLC History No change 5,668 3,631 1.09% 1.09% 364 0 0.0% Q2 2026 Aug 07, 2026
National Philanthropic Trust History No change 5,613 3,596 0.05% 0.05% 365 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 5,578 3,574 0.01% 0.01% 366 0 0.0% Q2 2026 Jul 30, 2026
Vontobel Holding Ltd. History No change 5,515 3,533 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 03, 2026
Berbice Capital Management LLC History No change 5,493 3,519 1.82% 1.82% 368 0 0.0% Q2 2026 Jul 23, 2026
FORTE ASSET MANAGEMENT LLC History No change 5,459 3,498 1.43% 1.43% 369 0 0.0% Q2 2026 Jul 21, 2026
Geneos Wealth Management Inc. History No change 5,415 3,469 0.07% 0.07% 370 0 0.0% Q2 2026 Aug 06, 2026
Greenspring Advisors, LLC History No change 5,401 3,460 0.19% 0.19% 371 0 0.0% Q2 2026 Aug 11, 2026
Alaska Wealth Advisors, LLC History No change 5,383 3,449 0.37% 0.37% 372 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 5,313 3,404 0.07% 0.07% 373 0 0.0% Q2 2026 Aug 14, 2026
Transcendent Capital Group LLC History No change 5,233 3,353 1.3% 1.3% 374 0 0.0% Q2 2026 Aug 05, 2026
Keel Point, LLC History No change 5,224 3,347 0.2% 0.2% 375 0 0.0% Q2 2026 Aug 14, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 5,210 3,338 2.88% 2.88% 376 0 0.0% Q2 2026 Jul 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 5,193 3,327 0.19% 0.19% 377 0 0.0% Q2 2026 Jul 15, 2026
Trivium Point Advisory, LLC History No change 5,167 3,311 0.3% 0.3% 378 0 0.0% Q2 2026 Aug 06, 2026
STEVENS CAPITAL MANAGEMENT LP History No change 5,120 3,281 0.79% 0.79% 379 0 0.0% Q2 2026 Aug 11, 2026
Golden State Wealth Management, LLC History No change 5,082 3,256 0.3% 0.3% 380 0 0.0% Q2 2026 Jul 22, 2026
Global Retirement Partners, LLC History No change 5,040 3,229 0.05% 0.05% 381 0 0.0% Q2 2026 Aug 06, 2026
Continuum Advisory, LLC History No change 5,027 3,221 0.26% 0.26% 382 0 0.0% Q2 2026 Aug 06, 2026
Nixon Capital, LLC History No change 5,000 3,203 1.01% 1.01% 383 0 0.0% Q2 2026 Aug 12, 2026
STG SECURITIES, LLC History No change 5,000 3,203 0.22% 0.22% 384 0 0.0% Q2 2026 Aug 13, 2026
Capstone Wealth Management Group, Inc. History No change 4,927 3,157 1.9% 1.9% 385 0 0.0% Q2 2026 Jul 27, 2026
MONETARY MANAGEMENT GROUP INC History No change 4,835 3,098 0.64% 0.64% 386 0 0.0% Q2 2026 Aug 12, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 4,786 3,066 0.96% 0.96% 387 0 0.0% Q2 2026 Aug 07, 2026
OLD MISSION CAPITAL LLC History No change 102,800 3,050 0.05% 0.05% 388 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 4,626 2,963 0.12% 0.12% 389 0 0.0% Q2 2026 Aug 14, 2026
10Elms LLP History No change 4,613 2,956 1.25% 1.25% 390 0 0.0% Q2 2026 Aug 14, 2026
First Financial Bank - Trust Division History Reduced 5,184 2,947 0.21% 0.24% 391 -165 -3.08% Q3 2026 Oct 01, 2026
Moran Wealth Management, LLC History No change 4,593 2,943 0.08% 0.08% 392 0 0.0% Q2 2026 Aug 05, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 4,590 2,941 0.64% 0.64% 393 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 4,578 2,933 0.32% 0.32% 394 0 0.0% Q2 2026 Jul 09, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 4,514 2,892 0.04% 0.04% 395 0 0.0% Q2 2026 Aug 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 4,415 2,829 0.04% 0.04% 396 0 0.0% Q2 2026 Aug 10, 2026
Lionshead Wealth Management, LLC History No change 4,413 2,827 1.84% 1.84% 397 0 0.0% Q2 2026 Jul 28, 2026
AssuredPartners Investment Advisors, LLC History No change 4,391 2,813 0.27% 0.27% 398 0 0.0% Q2 2026 Aug 10, 2026
CITY HOLDING CO History No change 4,361 2,794 0.32% 0.32% 399 0 0.0% Q2 2026 Jul 10, 2026
Root Financial Partners, LLC History No change 4,356 2,791 0.11% 0.11% 400 0 0.0% Q2 2026 Jul 29, 2026
Crestwood Advisors Group, LLC History No change 4,334 2,776 0.04% 0.04% 401 0 0.0% Q2 2026 Aug 03, 2026
Aster Capital Management (DIFC) Ltd History No change 4,328 2,773 0.59% 0.59% 402 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History No change 4,328 2,772 0.06% 0.06% 403 0 0.0% Q2 2026 Jul 08, 2026
PW Nova Financial Services LLC History No change 4,322 2,769 0.59% 0.59% 404 0 0.0% Q2 2026 Jul 29, 2026
GTS SECURITIES LLC History No change 4,321 2,768 0.06% 0.06% 405 0 0.0% Q2 2026 Aug 14, 2026
Intellus Advisors LLC History No change 4,317 2,766 0.34% 0.34% 406 0 0.0% Q2 2026 Aug 12, 2026
SIH Partners, LLLP History No change 4,300 2,755 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 14, 2026
LOM Asset Management Ltd History No change 4,300 2,755 0.71% 0.71% 408 0 0.0% Q2 2026 Aug 04, 2026
GWN SECURITIES INC. History No change 4,222 2,705 0.45% 0.45% 409 0 0.0% Q2 2026 Aug 05, 2026
Telos Capital Management, Inc. History No change 4,211 2,698 0.24% 0.24% 410 0 0.0% Q2 2026 Jul 22, 2026
IFG Advisory, LLC History No change 4,185 2,681 0.09% 0.09% 411 0 0.0% Q2 2026 Aug 13, 2026
Whitford Management LLC History No change 4,157 2,663 2.38% 2.38% 412 0 0.0% Q2 2026 Aug 14, 2026
NORTHLAND SECURITIES, INC. History No change 4,145 2,655 1.55% 1.55% 413 0 0.0% Q2 2026 Aug 04, 2026
Betterment LLC History No change 4,122 2,641 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History No change 4,094 2,623 0.17% 0.17% 415 0 0.0% Q2 2026 Jul 08, 2026
Stratos Wealth Advisors, LLC History No change 4,072 2,609 0.14% 0.14% 416 0 0.0% Q2 2026 Aug 11, 2026
Alteri Wealth LLC History No change 4,062 2,602 0.72% 0.72% 417 0 0.0% Q2 2026 Jul 29, 2026
Pacific Center for Financial Services History No change 4,056 2,598 0.58% 0.58% 418 0 0.0% Q2 2026 Aug 05, 2026
McHugh Group, LLC History No change 4,033 2,584 1.32% 1.32% 419 0 0.0% Q2 2026 Jul 16, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 4,020 2,575 0.09% 0.09% 420 0 0.0% Q2 2026 Aug 13, 2026
O'ROURKE & COMPANY, Inc History No change 4,008 2,568 0.9% 0.9% 421 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,003 2,565 0.16% 0.16% 422 0 0.0% Q2 2026 Aug 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 4,000 2,563 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 13, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 3,978 2,548 1.0% 1.0% 424 0 0.0% Q2 2026 Jul 21, 2026
BRIGHTON JONES LLC History No change 3,961 2,537 0.05% 0.05% 425 0 0.0% Q2 2026 Aug 11, 2026
Cassaday & Co Wealth Management LLC History No change 3,909 2,504 0.05% 0.05% 426 0 0.0% Q2 2026 Aug 10, 2026
Sovran Advisors, LLC History No change 5,074 2,493 0.19% 0.19% 427 0 0.0% Q2 2026 Jul 29, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 3,890 2,492 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 10, 2026
PINNACLE ASSOCIATES LTD History No change 3,886 2,489 0.03% 0.03% 429 0 0.0% Q2 2026 Aug 03, 2026
MILLENNIUM MANAGEMENT LLC History No change 3,885 2,489 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 3,870 2,479 0.1% 0.1% 431 0 0.0% Q2 2026 Aug 05, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 3,863 2,475 0.32% 0.32% 432 0 0.0% Q2 2026 Jul 24, 2026
Aventura Private Wealth, LLC History No change 3,842 2,461 0.75% 0.75% 433 0 0.0% Q2 2026 Jul 15, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 3,798 2,433 0.02% 0.02% 434 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History No change 3,797 2,433 0.04% 0.04% 435 0 0.0% Q2 2026 Aug 05, 2026
Tempo Wealth, LLC History No change 3,798 2,433 0.36% 0.36% 436 0 0.0% Q2 2026 Jul 27, 2026
Safeguard Investment Advisory Group, LLC History No change 3,791 2,429 0.56% 0.56% 437 0 0.0% Q2 2026 Aug 13, 2026
Welch Financial Planning, LLC History No change 3,784 2,424 1.41% 1.41% 438 0 0.0% Q2 2026 Jul 14, 2026
Phoenix Financial Ltd. History No change 3,765 2,412 0.02% 0.02% 439 0 0.0% Q2 2026 Aug 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 3,752 2,404 0.02% 0.02% 440 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 3,746 2,400 0.08% 0.08% 441 0 0.0% Q2 2026 Aug 06, 2026
Vestmark Advisory Solutions, Inc. History No change 3,688 2,363 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 3,668 2,350 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 13, 2026
Somerset Trust Co History No change 3,666 2,349 0.66% 0.66% 444 0 0.0% Q2 2026 Jul 06, 2026
Werba Rubin Papier Wealth Management History No change 3,659 2,344 0.28% 0.28% 445 0 0.0% Q2 2026 Jul 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,654 2,341 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 3,643 2,334 0.14% 0.14% 447 0 0.0% Q2 2026 Jul 23, 2026
Ramiah Investment Group History No change 3,640 2,332 1.78% 1.78% 448 0 0.0% Q2 2026 Jul 16, 2026
17 CAPITAL PARTNERS, LLC History No change 3,614 2,315 1.04% 1.04% 449 0 0.0% Q2 2026 Aug 06, 2026
Cyndeo Wealth Partners, LLC History No change 3,591 2,300 0.11% 0.11% 450 0 0.0% Q2 2026 Jul 21, 2026
Robinson Value Management, Ltd. History No change 3,587 2,298 1.23% 1.23% 451 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History No change 3,574 2,290 0.03% 0.03% 452 0 0.0% Q2 2026 Aug 04, 2026
INTEGRITY ALLIANCE, LLC. History No change 3,562 2,283 0.07% 0.07% 453 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 3,495 2,239 0.13% 0.13% 454 0 0.0% Q2 2026 Aug 05, 2026
Advisory Alpha, LLC History No change 3,477 2,229 0.05% 0.05% 455 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 3,455 2,213 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 14, 2026
Sargent Investment Group, LLC History No change 3,450 2,210 0.27% 0.27% 457 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 3,447 2,208 0.06% 0.06% 458 0 0.0% Q2 2026 Aug 07, 2026
NorthStar Asset Management LLC /NJ/ History No change 3,443 2,205 0.9% 0.9% 459 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History No change 3,986 2,197 0.04% 0.04% 460 0 0.0% Q2 2026 Jul 29, 2026
Schonfeld Strategic Advisors LLC History No change 3,382 2,167 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 14, 2026
Bay Harbor Wealth Management, LLC History No change 3,380 2,165 0.5% 0.5% 462 0 0.0% Q2 2026 Jul 28, 2026
Blue Chip Partners, LLC History No change 3,371 2,159 0.14% 0.14% 463 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 3,361 2,153 0.42% 0.42% 464 0 0.0% Q2 2026 Jul 16, 2026
Clearstead Advisors, LLC History No change 3,342 2,141 0.02% 0.02% 465 0 0.0% Q2 2026 Aug 06, 2026
McAdam, LLC History No change 3,307 2,119 0.08% 0.08% 466 0 0.0% Q2 2026 Aug 04, 2026
Signature Equity Partners, LLC History No change 3,304 2,116 0.97% 0.97% 467 0 0.0% Q2 2026 Jul 30, 2026
N.E.W. Advisory Services LLC History No change 3,294 2,110 0.14% 0.14% 468 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 3,288 2,106 0.03% 0.03% 469 0 0.0% Q2 2026 Aug 10, 2026
Finley Financial, LLC History No change 3,282 2,102 0.85% 0.85% 470 0 0.0% Q2 2026 Jul 08, 2026
Capital CS Group, LLC History No change 3,258 2,087 1.65% 1.65% 471 0 0.0% Q2 2026 Aug 12, 2026
Principle Wealth Partners LLC History No change 3,253 2,084 0.1% 0.1% 472 0 0.0% Q2 2026 Aug 07, 2026
Snowden Capital Advisors LLC History No change 3,253 2,084 0.05% 0.05% 473 0 0.0% Q2 2026 Aug 13, 2026
Independent Wealth Network Inc. History No change 3,250 2,082 0.53% 0.53% 474 0 0.0% Q2 2026 Jul 20, 2026
Rehmann Capital Advisory Group History No change 3,241 2,077 0.1% 0.1% 475 0 0.0% Q2 2026 Aug 20, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 3,636 2,067 0.53% 0.66% 476 -330 -8.32% Q3 2026 Oct 06, 2026
Clark Capital Management Group, Inc. History No change 3,217 2,061 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 3,203 2,052 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 14, 2026
Independence Bank of Kentucky History No change 3,194 2,046 0.23% 0.23% 479 0 0.0% Q2 2026 Jul 13, 2026
LYELL WEALTH MANAGEMENT, LP History No change 3,178 2,036 0.12% 0.12% 480 0 0.0% Q2 2026 Aug 05, 2026
EQUITABLE TRUST CO History No change 3,174 2,033 0.08% 0.08% 481 0 0.0% Q2 2026 Jul 23, 2026
Ellis Investment Partners, LLC History No change 3,154 2,021 0.31% 0.31% 482 0 0.0% Q2 2026 Aug 05, 2026
WEDBUSH SECURITIES INC History No change 3,133 2,007 0.05% 0.05% 483 0 0.0% Q2 2026 Jul 28, 2026
Wedmont Private Capital History No change 3,450 2,005 0.05% 0.05% 484 0 0.0% Q2 2026 Jul 13, 2026
Moors & Cabot, Inc. History No change 3,122 2,000 0.08% 0.08% 485 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 3,110 1,992 0.04% 0.04% 486 0 0.0% Q2 2026 Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,106 1,990 0.03% 0.03% 487 0 0.0% Q2 2026 Jul 14, 2026
Walleye Capital LLC History No change 3,105 1,989 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 03, 2026
ZEGA Investments, LLC History No change 3,072 1,968 0.2% 0.2% 489 0 0.0% Q2 2026 Jul 31, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 3,067 1,965 0.82% 0.82% 490 0 0.0% Q2 2026 Aug 11, 2026
Resolute Wealth Strategies, LLC History No change 3,041 1,948 0.75% 0.75% 491 0 0.0% Q2 2026 Aug 12, 2026
GSG Advisors LLC History No change 3,001 1,922 0.42% 0.42% 492 0 0.0% Q2 2026 Aug 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 2,989 1,915 0.1% 0.1% 493 0 0.0% Q2 2026 Aug 14, 2026
Obermeyer Wealth Partners History No change 2,979 1,908 0.08% 0.08% 494 0 0.0% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 2,973 1,905 0.25% 0.25% 495 0 0.0% Q2 2026 Jul 27, 2026
Edgestream Partners, L.P. History No change 2,959 1,896 0.06% 0.06% 496 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 2,942 1,885 0.01% 0.01% 497 0 0.0% Q2 2026 Aug 11, 2026
ATX Financial Planning, LLC History No change 2,939 1,882 1.25% 1.25% 498 0 0.0% Q2 2026 Aug 20, 2026
HighPoint Advisor Group LLC History No change 2,927 1,875 0.07% 0.07% 499 0 0.0% Q2 2026 Aug 05, 2026
Strategic Investment Solutions, Inc. /IL History No change 2,921 1,872 0.43% 0.43% 500 0 0.0% Q2 2026 Jul 08, 2026
Beacon Financial Advisory LLC History No change 2,899 1,857 0.37% 0.37% 501 0 0.0% Q2 2026 Aug 05, 2026
WealthCare Investment Partners, LLC History No change 2,889 1,851 0.45% 0.45% 502 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Partners, Ltd. History No change 2,885 1,848 0.11% 0.11% 503 0 0.0% Q2 2026 Aug 12, 2026
Carnegie Investment Counsel History No change 2,844 1,822 0.04% 0.04% 504 0 0.0% Q2 2026 Jul 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,006 1,806 0.11% 0.11% 505 0 0.0% Q2 2026 Jul 22, 2026
VVR Holdings LLC History No change 2,812 1,802 0.78% 0.78% 506 0 0.0% Q2 2026 Jul 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 2,812 1,801 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 5,334 1,799 0.03% 0.03% 508 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Financial, llc History No change 3,205 1,774 0.28% 0.28% 509 0 0.0% Q2 2026 Jul 17, 2026
CVFG LLC History No change 2,770 1,774 0.19% 0.19% 510 0 0.0% Q2 2026 Aug 11, 2026
Fortitude Advisory Group L.L.C. History No change 2,755 1,765 0.67% 0.67% 511 0 0.0% Q2 2026 Jul 22, 2026
Cresset Asset Management, LLC History No change 2,684 1,719 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 2,684 1,719 0.2% 0.2% 513 0 0.0% Q2 2026 Jul 22, 2026
Gladstone Institutional Advisory LLC History No change 2,681 1,718 0.05% 0.05% 514 0 0.0% Q2 2026 Jul 27, 2026
Rathbones Group PLC History No change 2,680 1,717 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 23, 2026
Fairvoy Private Wealth, LLC History No change 2,680 1,717 0.35% 0.35% 516 0 0.0% Q2 2026 Jul 17, 2026
Madison Wealth Partners, Inc History No change 2,669 1,710 0.22% 0.22% 517 0 0.0% Q2 2026 Aug 12, 2026
Lynx Investment Advisory History No change 2,664 1,706 0.56% 0.56% 518 0 0.0% Q2 2026 Jul 27, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 2,662 1,705 1.11% 1.11% 519 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 2,659 1,703 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
Pines Wealth Management, LLC History No change 2,659 1,703 0.49% 0.49% 521 0 0.0% Q2 2026 Jul 22, 2026
Savant Capital, LLC History No change 3,035 1,699 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,624 1,681 0.11% 0.11% 523 0 0.0% Q2 2026 Aug 13, 2026
Florin Court Capital LLP History No change 2,600 1,665 2.72% 2.72% 524 0 0.0% Q2 2026 Aug 04, 2026
Hilltop Holdings Inc. History No change 2,589 1,658 0.13% 0.13% 525 0 0.0% Q2 2026 Aug 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,585 1,656 0.1% 0.1% 526 0 0.0% Q2 2026 Jul 15, 2026
HB Wealth Management, LLC History No change 2,580 1,653 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 29, 2026
COFG Advisors, LLC History No change 2,541 1,628 0.28% 0.28% 528 0 0.0% Q2 2026 Aug 14, 2026
Kesler, Norman & Wride, LLC History No change 2,532 1,622 0.26% 0.26% 529 0 0.0% Q2 2026 Jul 23, 2026
Belpointe Asset Management LLC History No change 2,530 1,621 0.05% 0.05% 530 0 0.0% Q2 2026 Jul 31, 2026
Retirement Planning Group, LLC History No change 2,525 1,617 0.04% 0.04% 531 0 0.0% Q2 2026 Aug 05, 2026
White Lighthouse Investment Management Inc. History No change 2,525 1,617 0.2% 0.2% 532 0 0.0% Q2 2026 Aug 04, 2026
National Wealth Management Group, LLC History No change 2,504 1,604 0.5% 0.5% 533 0 0.0% Q2 2026 Jul 14, 2026
Regal Investment Advisors LLC History No change 2,457 1,574 0.08% 0.08% 534 0 0.0% Q2 2026 Aug 14, 2026
Bauman Advisory Group, LLC History No change 2,457 1,574 0.83% 0.83% 535 0 0.0% Q2 2026 Aug 04, 2026
Fortune Financial Group, Inc. History No change 2,428 1,555 1.22% 1.22% 536 0 0.0% Q2 2026 Jul 24, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 2,420 1,550 0.06% 0.06% 537 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF OKLAHOMA History No change 2,405 1,541 0.4% 0.4% 538 0 0.0% Q2 2026 Jul 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 2,375 1,522 0.16% 0.16% 539 0 0.0% Q2 2026 Jul 16, 2026
SeaCrest Wealth Management, LLC History No change 2,367 1,516 0.17% 0.17% 540 0 0.0% Q2 2026 Jul 09, 2026
Ignite Planners, LLC History No change 2,350 1,505 0.21% 0.21% 541 0 0.0% Q2 2026 Jul 23, 2026
Acorn Wealth Advisors, LLC History No change 2,338 1,498 0.37% 0.37% 542 0 0.0% Q2 2026 Jul 30, 2026
Annex Advisory Services, LLC History No change 2,323 1,488 0.03% 0.03% 543 0 0.0% Q2 2026 Jul 10, 2026
Private Wealth Advisors, LLC History No change 2,289 1,466 0.37% 0.37% 544 0 0.0% Q2 2026 Aug 06, 2026
Bravias Capital Group, LLC History No change 2,264 1,450 0.86% 0.86% 545 0 0.0% Q2 2026 Jul 30, 2026
Beaumont Financial Advisors, LLC History No change 2,258 1,446 0.09% 0.09% 546 0 0.0% Q2 2026 Aug 04, 2026
CHOREO, LLC History No change 2,235 1,432 0.02% 0.02% 547 0 0.0% Q2 2026 Aug 04, 2026
AlphaCore Capital LLC History No change 2,233 1,431 0.03% 0.03% 548 0 0.0% Q2 2026 Aug 06, 2026
Global Assets Advisory, LLC History No change 2,370 1,426 0.31% 0.31% 549 0 0.0% Q2 2026 Jul 27, 2026
Sequoia Financial Advisors, LLC History No change 2,221 1,423 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 17, 2026
Triad Wealth Partners, LLC History No change 2,798 1,420 0.08% 0.08% 551 0 0.0% Q2 2026 Aug 10, 2026
RWA WEALTH PARTNERS, LLC History No change 2,213 1,418 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 2,185 1,399 0.02% 0.02% 553 0 0.0% Q2 2026 Aug 11, 2026
Pathway Financial Advisers, LLC History No change 2,178 1,395 0.35% 0.35% 554 0 0.0% Q2 2026 Jul 30, 2026
Harbor Asset Planning, Inc. History No change 2,171 1,391 1.04% 1.04% 555 0 0.0% Q2 2026 Jul 22, 2026
HARMONY ASSET MANAGEMENT LLC History No change 2,162 1,385 0.37% 0.37% 556 0 0.0% Q2 2026 Jul 20, 2026
Clal Insurance Enterprises Holdings Ltd History No change 2,140 1,371 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 13, 2026
Brendel Financial Advisors LLC History No change 2,140 1,371 0.63% 0.63% 558 0 0.0% Q2 2026 Jul 31, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 2,106 1,349 0.12% 0.12% 559 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History No change 2,441 1,346 0.02% 0.02% 560 0 0.0% Q2 2026 Jul 08, 2026
Nikulski Financial, Inc. History No change 2,084 1,335 0.29% 0.29% 561 0 0.0% Q2 2026 Jul 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 2,082 1,334 0.09% 0.09% 562 0 0.0% Q2 2026 Aug 04, 2026
Centiva Capital, LP History No change 2,000 1,281 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 13, 2026
Bawa N Mallick Trust History No change 2,000 1,281 0.41% 0.41% 564 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 1,998 1,279 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 14, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,961 1,256 0.74% 0.74% 566 0 0.0% Q2 2026 Jul 21, 2026
GLENMEDE TRUST CO NA History No change 1,960 1,255 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 10, 2026
RDA Financial Network History No change 1,956 1,253 0.27% 0.27% 568 0 0.0% Q2 2026 Jul 06, 2026
Cypress Wealth Services, LLC History No change 1,945 1,246 0.15% 0.15% 569 0 0.0% Q2 2026 Jul 10, 2026
StoryOne LLC History No change 1,935 1,239 0.59% 0.59% 570 0 0.0% Q2 2026 Jul 24, 2026
Syntegra Private Wealth Group, LLC History No change 1,930 1,236 0.1% 0.1% 571 0 0.0% Q2 2026 Jul 15, 2026
Eagle Strategies LLC History No change 1,928 1,235 0.12% 0.12% 572 0 0.0% Q2 2026 Jul 21, 2026
KFG WEALTH MANAGEMENT, LLC History No change 1,924 1,232 0.14% 0.14% 573 0 0.0% Q2 2026 Jul 22, 2026
Virtue Capital Management, LLC History No change 1,922 1,231 0.16% 0.16% 574 0 0.0% Q2 2026 Aug 05, 2026
SOA Wealth Advisors, LLC. History No change 1,917 1,228 0.21% 0.21% 575 0 0.0% Q2 2026 Jul 21, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 1,916 1,227 0.03% 0.03% 576 0 0.0% Q2 2026 Jul 17, 2026
PSI Advisors, LLC History No change 1,915 1,227 0.29% 0.29% 577 0 0.0% Q2 2026 Aug 03, 2026
Accurate Wealth Management, LLC History No change 2,110 1,226 0.12% 0.12% 578 0 0.0% Q2 2026 Jul 14, 2026
Delta Investment Management, LLC History No change 1,911 1,224 0.2% 0.2% 579 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 1,904 1,220 0.05% 0.05% 580 0 0.0% Q2 2026 Jul 20, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 1,900 1,217 0.21% 0.21% 581 0 0.0% Q2 2026 Aug 10, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 1,896 1,214 0.47% 0.47% 582 0 0.0% Q2 2026 Jul 30, 2026
CONGRESS ASSET MANAGEMENT CO History New 2,133 1,212 0.01% — 584 +2,133 New Q3 2026 Oct 06, 2026
Apeiron RIA LLC History No change 1,892 1,212 0.31% 0.31% 583 0 0.0% Q2 2026 Jul 16, 2026
ASPIRIANT, LLC History No change 1,887 1,209 0.03% 0.03% 585 0 0.0% Q2 2026 Jul 20, 2026
DAVENPORT & Co LLC History No change 1,886 1,208 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 13, 2026
Capital Markets Trading UK LLP History No change 1,863 1,194 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 13, 2026
L & S Advisors Inc History No change 1,863 1,193 0.12% 0.12% 588 0 0.0% Q2 2026 Aug 12, 2026
Selective Wealth Management, Inc. History No change 2,254 1,176 0.31% 0.31% 589 0 0.0% Q2 2026 Jul 20, 2026
VERUS CAPITAL PARTNERS, LLC History No change 1,836 1,176 0.06% 0.06% 590 0 0.0% Q2 2026 Aug 06, 2026
New England Private Wealth Advisors LLC History No change 2,213 1,166 0.11% 0.11% 591 0 0.0% Q2 2026 Aug 04, 2026
Urban Wealth Management, LLC History No change 1,815 1,162 1.01% 1.01% 592 0 0.0% Q2 2026 Jul 23, 2026
EFG International AG History No change 1,796 1,152 0.02% 0.02% 593 0 0.0% Q2 2026 Aug 14, 2026
FourThought Financial Partners, LLC History No change 1,797 1,151 0.09% 0.09% 594 0 0.0% Q2 2026 Aug 12, 2026
Global View Capital Management LLC History No change 1,783 1,142 0.24% 0.24% 595 0 0.0% Q2 2026 Jul 23, 2026
Merrion Investment Management Co, LLC History No change 1,750 1,121 0.53% 0.53% 596 0 0.0% Q2 2026 Jul 13, 2026
Avalon Trust Co History No change 1,750 1,121 0.07% 0.07% 597 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 1,750 1,121 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 06, 2026
WBH ADVISORY INC History No change 1,744 1,117 0.08% 0.08% 599 0 0.0% Q2 2026 Aug 05, 2026
Brookwood Investment Group LLC History No change 1,742 1,116 0.13% 0.13% 600 0 0.0% Q2 2026 Jul 23, 2026
StoneCrest Wealth Management, Inc. History No change 1,739 1,114 0.36% 0.36% 601 0 0.0% Q2 2026 Jul 09, 2026
Northstar Advisory Group, LLC History No change 1,732 1,109 0.34% 0.34% 602 0 0.0% Q2 2026 Jul 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 1,731 1,109 0.26% 0.26% 603 0 0.0% Q2 2026 Aug 10, 2026
Diversified Trust Co History No change 1,729 1,107 0.02% 0.02% 604 0 0.0% Q2 2026 Jul 17, 2026
Jacobi Capital Management LLC History No change 1,717 1,100 0.05% 0.05% 605 0 0.0% Q2 2026 Jul 31, 2026
D.A. DAVIDSON & CO. History No change 1,713 1,098 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 1,701 1,090 0.04% 0.04% 607 0 0.0% Q2 2026 Jul 24, 2026
Oak Barrel Wealth Advisory LLC History No change 1,692 1,084 0.48% 0.48% 608 0 0.0% Q2 2026 Aug 07, 2026
Wealthstar Advisors, LLC History No change 1,688 1,081 0.32% 0.32% 609 0 0.0% Q2 2026 Jul 30, 2026
NWF Advisory Services Inc. History No change 1,662 1,064 0.1% 0.1% 610 0 0.0% Q2 2026 Jul 29, 2026
Allie Family Office LLC History No change 1,660 1,063 0.39% 0.39% 611 0 0.0% Q2 2026 Oct 02, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,649 1,056 0.01% 0.01% 612 0 0.0% Q2 2026 Aug 13, 2026
Madrona Financial Services, LLC History No change 1,633 1,046 0.19% 0.19% 613 0 0.0% Q2 2026 Jul 17, 2026
Winthrop Advisory Group LLC History No change 1,634 1,046 0.07% 0.07% 614 0 0.0% Q2 2026 Jul 17, 2026
Pine Harbor Wealth Management, LLC History No change 1,622 1,039 0.28% 0.28% 615 0 0.0% Q2 2026 Aug 13, 2026
Rinkey Investments History No change 1,610 1,031 0.24% 0.24% 616 0 0.0% Q2 2026 Jul 20, 2026
Fiduciary Alliance LLC History No change 1,608 1,030 0.07% 0.07% 617 0 0.0% Q2 2026 Jul 20, 2026
Schuylkill Financial LLC History No change 1,604 1,027 0.95% 0.95% 618 0 0.0% Q2 2026 Aug 07, 2026
WEALTHGARDEN F.S. LLC History No change 1,597 1,023 0.58% 0.58% 619 0 0.0% Q2 2026 Jul 31, 2026
Paragon Private Wealth Management, LLC History No change 1,595 1,022 0.27% 0.27% 620 0 0.0% Q2 2026 Jul 28, 2026
Dakota Wealth Management History No change 1,595 1,021 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 07, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 1,592 1,020 0.43% 0.43% 622 0 0.0% Q2 2026 Aug 14, 2026
Centerpoint Advisory Group History No change 1,551 993 0.63% 0.63% 623 0 0.0% Q2 2026 Jul 29, 2026
Buttonwood Financial Advisors Inc. History No change 1,540 986 0.3% 0.3% 624 0 0.0% Q2 2026 Jul 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 1,538 985 0.02% 0.02% 625 0 0.0% Q2 2026 Jul 17, 2026
CoreCap Advisors, LLC History No change 1,538 985 0.03% 0.03% 626 0 0.0% Q2 2026 Jul 06, 2026
Larson Financial Group LLC History No change 1,522 975 0.03% 0.03% 627 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 1,511 968 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 29, 2026
Wealth Management Partners, LLC History No change 1,510 967 0.23% 0.23% 629 0 0.0% Q2 2026 Jul 22, 2026
Ballast Financial Advisors LLC History No change 1,510 967 0.88% 0.88% 630 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 1,509 966 0.04% 0.04% 631 0 0.0% Q2 2026 Jul 22, 2026
Mullooly Asset Management, Inc. History No change 1,502 962 0.3% 0.3% 632 0 0.0% Q2 2026 Aug 05, 2026
BANQUE PICTET & CIE SA History No change 1,500 961 0.01% 0.01% 633 0 0.0% Q2 2026 Jul 24, 2026
Fragasso Financial Advisors Inc History No change 1,501 961 0.05% 0.05% 634 0 0.0% Q2 2026 Jul 09, 2026
Sassicaia Capital Advisers LLC History No change 1,500 961 0.42% 0.42% 635 0 0.0% Q2 2026 Aug 14, 2026
Pavaki Capital Management LLC History No change 1,500 961 0.34% 0.34% 636 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 1,494 957 0.03% 0.03% 637 0 0.0% Q2 2026 Aug 10, 2026
HOLDERNESS INVESTMENTS CO History No change 1,492 956 0.16% 0.16% 638 0 0.0% Q2 2026 Aug 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 1,482 949 0.05% 0.05% 639 0 0.0% Q2 2026 Jul 23, 2026
JT Stratford LLC History No change 1,467 939 0.1% 0.1% 640 0 0.0% Q2 2026 Aug 14, 2026
PRAIRIE ADVISORY, LLC History No change 1,466 939 0.22% 0.22% 641 0 0.0% Q2 2026 Jul 20, 2026
Performance Wealth Partners, LLC History No change 1,462 936 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 07, 2026
Pathstone Holdings, LLC History No change 1,458 934 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 1,452 930 0.01% 0.01% 644 0 0.0% Q2 2026 Aug 10, 2026
SUMMITRY LLC History No change 1,435 919 0.03% 0.03% 645 0 0.0% Q2 2026 Jul 21, 2026
WELCH & FORBES LLC History No change 1,434 918 0.01% 0.01% 646 0 0.0% Q2 2026 Jul 30, 2026
RB Capital Management, LLC History No change 1,431 916 0.18% 0.18% 647 0 0.0% Q2 2026 Aug 17, 2026
LM Advisors LLC History No change 1,426 914 0.11% 0.11% 648 0 0.0% Q2 2026 Aug 12, 2026
Charter Capital Management, LLC\DE History No change 1,425 912 0.4% 0.4% 649 0 0.0% Q2 2026 Jul 24, 2026
IPG Investment Advisors LLC History No change 1,422 911 0.13% 0.13% 650 0 0.0% Q2 2026 Aug 12, 2026
Andina Capital Management, LLC History No change 1,421 910 1.47% 1.47% 651 0 0.0% Q2 2026 Aug 05, 2026
American Institute for Advanced Investment Management, LLP History No change 1,413 905 0.52% 0.52% 652 0 0.0% Q2 2026 Jul 21, 2026
New Paradigm Capital Management, LLC History No change 3,000 901 1.93% 1.93% 653 0 0.0% Q2 2026 Aug 04, 2026
Founders Financial Alliance, LLC History No change 1,398 895 0.12% 0.12% 654 0 0.0% Q2 2026 Aug 04, 2026
Key Client Fiduciary Advisors, LLC History No change 1,398 895 0.26% 0.26% 655 0 0.0% Q2 2026 Jul 09, 2026
Front Row Advisors LLC History No change 1,664 888 0.26% 0.26% 656 0 0.0% Q2 2026 Aug 13, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 1,661 881 0.69% 0.69% 657 0 0.0% Q2 2026 Aug 13, 2026
WILLNER & HELLER, LLC History No change 1,376 881 0.55% 0.55% 658 0 0.0% Q2 2026 Jul 07, 2026
OpenArc Corporate Advisory, LLC History No change 1,375 881 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 05, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 1,372 879 0.09% 0.09% 660 0 0.0% Q2 2026 Jul 07, 2026
AIMZ Investment Advisors, LLC History No change 1,367 875 0.24% 0.24% 661 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 1,342 860 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 13, 2026
Soltis Investment Advisors LLC History No change 1,342 860 0.05% 0.05% 663 0 0.0% Q2 2026 Jul 31, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 1,340 859 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 1,337 856 0.02% 0.02% 665 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 1,324 847 0.14% 0.14% 666 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,320 845 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 07, 2026
Connecticut Wealth Management, LLC History No change 1,313 841 0.03% 0.03% 668 0 0.0% Q2 2026 Jul 29, 2026
SAX WEALTH ADVISORS, LLC History No change 2,552 838 0.03% 0.03% 669 0 0.0% Q2 2026 Jul 09, 2026
GoalVest Advisory LLC History Added to 1,473 837 0.14% 0.14% 670 +275 22.95% Q3 2026 Oct 02, 2026
Caprock Group, LLC History No change 1,305 836 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 1,301 833 0.09% 0.09% 672 0 0.0% Q2 2026 Jul 10, 2026
Bank of New York Mellon Corp History No change 1,295 830 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 06, 2026
Trust Point Inc. History No change 1,296 830 0.07% 0.07% 674 0 0.0% Q2 2026 Jul 08, 2026
PTM WEALTH MANAGEMENT, LLC History No change 1,574 829 0.37% 0.37% 675 0 0.0% Q2 2026 Aug 06, 2026
Kachkovsky & Fisher, Inc. History No change 1,290 826 0.79% 0.79% 676 0 0.0% Q2 2026 Sep 08, 2026
Investment Management Trust, LLC History No change 1,285 823 0.74% 0.74% 677 0 0.0% Q2 2026 Aug 11, 2026
Busey Bank History No change 1,272 815 0.02% 0.02% 678 0 0.0% Q2 2026 Aug 13, 2026
GERBER, LLC History No change 1,267 811 0.38% 0.38% 679 0 0.0% Q2 2026 Jul 29, 2026
Florida Trust Wealth Management Co History No change 1,253 802 0.02% 0.02% 680 0 0.0% Q2 2026 Jul 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,248 799 0.04% 0.04% 681 0 0.0% Q2 2026 Jul 28, 2026
LOWERY THOMAS, LLC History No change 1,240 794 0.39% 0.39% 682 0 0.0% Q2 2026 Jul 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 1,230 788 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 14, 2026
Fort Sheridan Advisors LLC History No change 1,231 788 0.08% 0.08% 684 0 0.0% Q2 2026 Aug 05, 2026
North Star Investment Management Corp. History No change 1,228 787 0.04% 0.04% 685 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 1,269 779 0.03% 0.03% 686 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 1,211 775 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 1,209 774 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 10, 2026
Zhang Financial LLC History No change 1,201 769 0.02% 0.02% 689 0 0.0% Q2 2026 Jul 30, 2026
Camarda Financial Advisors, LLC History No change 1,200 768 0.23% 0.23% 690 0 0.0% Q2 2026 Aug 14, 2026
Tyche Wealth Partners LLC History No change 1,191 763 0.11% 0.11% 691 0 0.0% Q2 2026 Aug 06, 2026
Southland Equity Partners LLC History No change 1,191 763 0.13% 0.13% 692 0 0.0% Q2 2026 Jul 13, 2026
BIP Wealth, LLC History No change 1,183 757 0.02% 0.02% 693 0 0.0% Q2 2026 Aug 03, 2026
Riverbend Wealth Management, LLC History No change 1,174 752 0.38% 0.38% 694 0 0.0% Q2 2026 Jul 22, 2026
Milestone Asset Management Group, LLC History No change 1,163 745 0.38% 0.38% 695 0 0.0% Q2 2026 Jul 30, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 1,159 742 0.2% 0.2% 696 0 0.0% Q2 2026 Jul 15, 2026
NATIXIS History No change 1,157 741 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 13, 2026
Madrid Wealth Management, LLC History No change 1,156 740 0.49% 0.49% 698 0 0.0% Q2 2026 Jul 31, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,150 736 0.2% 0.2% 699 0 0.0% Q2 2026 Jul 30, 2026
MWA Asset Management History No change 1,142 731 0.33% 0.33% 700 0 0.0% Q2 2026 Jul 31, 2026
ROMAN BUTLER FULLERTON & CO History No change 1,317 729 0.17% 0.17% 701 0 0.0% Q2 2026 Aug 06, 2026
HBW ADVISORY SERVICES LLC History No change 1,137 728 0.07% 0.07% 702 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Planning, LLC History No change 1,137 728 0.17% 0.17% 703 0 0.0% Q2 2026 Jul 29, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 1,132 725 0.15% 0.15% 704 0 0.0% Q2 2026 Jul 27, 2026
McKinley Carter Wealth Services, Inc. History No change 1,114 713 0.04% 0.04% 705 0 0.0% Q2 2026 Jul 28, 2026
BECKER CAPITAL MANAGEMENT INC History No change 1,110 711 0.02% 0.02% 706 0 0.0% Q2 2026 Jul 31, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 1,100 704 0.23% 0.23% 707 0 0.0% Q2 2026 Jul 15, 2026
J. M. Brown & Associates Inc. History No change 1,099 704 0.4% 0.4% 708 0 0.0% Q2 2026 Jul 23, 2026
FIRST INTERSTATE BANK History No change 1,097 702 0.04% 0.04% 709 0 0.0% Q2 2026 Jul 24, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 1,234 701 0.01% 0.01% 710 0 0.0% Q3 2026 Oct 05, 2026
WHALEROCK POINT PARTNERS, LLC History No change 1,095 701 0.12% 0.12% 711 0 0.0% Q2 2026 Aug 13, 2026
ABLE Financial Group, LLC History No change 1,092 699 0.12% 0.12% 712 0 0.0% Q2 2026 Jul 22, 2026
S Harris Financial Group, LLC History No change 1,086 696 0.54% 0.54% 713 0 0.0% Q2 2026 Jul 24, 2026
Accredited Investors Inc. History No change 1,081 692 0.03% 0.03% 714 0 0.0% Q2 2026 Jul 21, 2026
Essex Bank History No change 1,074 688 0.15% 0.15% 715 0 0.0% Q2 2026 Jul 23, 2026
LRI Investments, LLC History No change 1,068 684 0.06% 0.06% 716 0 0.0% Q2 2026 Jul 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,064 681 0.0% 0.0% 717 0 0.0% Q2 2026 Sep 23, 2026
Asset One Wealth Management LLC History No change 1,226 680 0.07% 0.07% 718 0 0.0% Q2 2026 Aug 13, 2026
Novak & Powell Financial Services, Inc. History No change 1,050 672 0.32% 0.32% 719 0 0.0% Q2 2026 Aug 11, 2026
TruNorth Capital Management, LLC History No change 1,044 668 0.11% 0.11% 720 0 0.0% Q2 2026 Jul 23, 2026
Grant Private Wealth Management Inc History No change 1,037 664 0.28% 0.28% 721 0 0.0% Q2 2026 Jul 07, 2026
HUNTINGTON NATIONAL BANK History No change 1,033 661 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History No change 1,163 661 0.12% 0.14% 723 0 0.0% Q3 2026 Oct 05, 2026
Arrowroot Family Office, LLC History No change 1,027 658 0.19% 0.19% 724 0 0.0% Q2 2026 Aug 06, 2026
Keating Financial Advisory Services, Inc. History No change 1,027 658 0.09% 0.09% 725 0 0.0% Q2 2026 Aug 11, 2026
Kathmere Capital Management, LLC History No change 1,022 654 0.03% 0.03% 726 0 0.0% Q2 2026 Jul 29, 2026
AMERIFLEX GROUP, INC. History No change 1,021 654 0.27% 0.27% 727 0 0.0% Q2 2026 Aug 13, 2026
PATTEN & PATTEN INC/TN History No change 1,015 650 0.03% 0.03% 728 0 0.0% Q2 2026 Aug 05, 2026
TORONTO DOMINION BANK History No change 1,013 649 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 14, 2026
Calydon Capital History No change 1,012 648 0.09% 0.09% 730 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,006 644 0.14% 0.14% 731 0 0.0% Q2 2026 Jul 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 999 640 0.02% 0.02% 732 0 0.0% Q2 2026 Jul 22, 2026
Chicago Capital, LLC History No change 999 640 0.02% 0.02% 733 0 0.0% Q2 2026 Jul 27, 2026
Petix & Botte Co History No change 1,000 640 0.13% 0.13% 734 0 0.0% Q2 2026 Aug 04, 2026
South Shore Capital Advisors History No change 1,000 640 0.43% 0.43% 735 0 0.0% Q2 2026 Jul 30, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 1,000 640 0.27% 0.27% 736 0 0.0% Q2 2026 Jul 14, 2026
Cache Advisors, LLC History No change 1,000 640 0.05% 0.05% 737 0 0.0% Q2 2026 Jul 14, 2026
GK Wealth Management LLC History No change 999 639 0.34% 0.34% 738 0 0.0% Q2 2026 Jul 07, 2026
Clear Creek Financial Management, LLC History No change 992 635 0.04% 0.04% 739 0 0.0% Q2 2026 Jul 27, 2026
SAXON INTERESTS, INC. History No change 992 635 0.18% 0.18% 740 0 0.0% Q2 2026 Aug 12, 2026
Clare Market Investments LLC History No change 990 634 0.12% 0.12% 741 0 0.0% Q2 2026 Jul 27, 2026
Glenview Trust Co History No change 987 632 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 18, 2026
Aptus Capital Advisors, LLC History No change 985 631 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 981 628 0.01% 0.01% 744 0 0.0% Q2 2026 Aug 03, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 967 619 0.08% 0.08% 745 0 0.0% Q2 2026 Aug 25, 2026
Certified Advisory Corp History No change 963 617 0.05% 0.05% 746 0 0.0% Q2 2026 Jul 16, 2026
Cambria Investment Management, L.P. History No change 959 614 0.03% 0.03% 747 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 959 614 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 14, 2026
Balboa Wealth Partners History No change 959 614 0.08% 0.08% 749 0 0.0% Q2 2026 Aug 10, 2026
Dale Q Rice Investment Management Ltd History No change 959 614 0.33% 0.33% 750 0 0.0% Q2 2026 Aug 07, 2026
ZACKS INVESTMENT MANAGEMENT History No change 930 596 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 13, 2026
Acropolis Investment Management, LLC History No change 923 591 0.02% 0.02% 752 0 0.0% Q2 2026 Jul 16, 2026
FIRST TRUST ADVISORS LP History No change 917 587 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 11, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 916 587 0.21% 0.21% 754 0 0.0% Q2 2026 Jul 15, 2026
M&T BANK CORP History No change 915 586 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 04, 2026
Sage Mountain Advisors LLC History No change 913 585 0.04% 0.04% 756 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 913 584 0.07% 0.07% 757 0 0.0% Q2 2026 Jul 20, 2026
Signal Advisors Wealth, LLC History No change 912 584 0.03% 0.03% 758 0 0.0% Q2 2026 Aug 04, 2026
Empirical Asset Management, LLC History No change 911 583 0.13% 0.13% 759 0 0.0% Q2 2026 Aug 10, 2026
Rice Partnership, LLC History No change 902 577 0.07% 0.07% 760 0 0.0% Q2 2026 Jul 29, 2026
PHILADELPHIA TRUST CO History No change 899 576 0.04% 0.04% 761 0 0.0% Q2 2026 Aug 10, 2026
Samara Investment Management, LLC History No change 900 576 0.53% 0.53% 762 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Concepts, LLC History No change 898 575 0.17% 0.17% 763 0 0.0% Q2 2026 Jul 27, 2026
Integrated Advisors Network LLC History No change 890 570 0.03% 0.03% 764 0 0.0% Q2 2026 Aug 11, 2026
REGATTA CAPITAL GROUP, LLC History No change 890 570 0.08% 0.08% 765 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 887 568 0.05% 0.05% 766 0 0.0% Q2 2026 Jul 28, 2026
Summa Corp. History No change 1,120 565 0.18% 0.18% 767 0 0.0% Q2 2026 Aug 06, 2026
YARGER WEALTH STRATEGIES, LLC History No change 957 556 0.2% 0.2% 768 0 0.0% Q2 2026 Jul 14, 2026
Bigelow Investment Advisors, LLC History No change 864 553 0.2% 0.2% 769 0 0.0% Q2 2026 Jul 30, 2026
FSM Wealth Advisors, LLC History No change 864 553 0.06% 0.06% 770 0 0.0% Q2 2026 Jul 15, 2026
CALTON & ASSOCIATES, INC. History No change 860 551 0.08% 0.08% 771 0 0.0% Q2 2026 Aug 10, 2026
Three Cord True Wealth Management, LLC History No change 857 549 0.26% 0.26% 772 0 0.0% Q2 2026 Jul 23, 2026
Waldron Private Wealth LLC History No change 857 548 0.02% 0.02% 773 0 0.0% Q2 2026 Jul 20, 2026
Blue Trust, Inc. History No change 853 546 0.01% 0.01% 774 0 0.0% Q2 2026 Jul 21, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 850 544 0.04% 0.04% 775 0 0.0% Q2 2026 Jul 20, 2026
Empower Advisory Group, LLC History No change 849 544 0.0% 0.0% 776 0 0.0% Q2 2026 Aug 12, 2026
Institute for Wealth Management, LLC. History No change 848 543 0.05% 0.05% 777 0 0.0% Q2 2026 Jul 28, 2026
Davis Investment Partners, LLC History No change 847 542 0.17% 0.17% 778 0 0.0% Q2 2026 Aug 07, 2026
Icon Wealth Advisors, LLC History No change 843 539 0.03% 0.03% 779 0 0.0% Q2 2026 Aug 05, 2026
XML Financial, LLC History No change 833 533 0.04% 0.04% 780 0 0.0% Q2 2026 Jul 24, 2026
Outlook Wealth Advisors, LLC History No change 828 530 0.11% 0.11% 781 0 0.0% Q2 2026 Aug 03, 2026
Freestone Capital Holdings, LLC History No change 826 529 0.01% 0.01% 782 0 0.0% Q2 2026 Jul 31, 2026
First Financial Group Corp History No change 824 528 0.38% 0.38% 783 0 0.0% Q2 2026 Jul 15, 2026
KTF INVESTMENTS, LLC History No change 824 527 0.05% 0.05% 784 0 0.0% Q2 2026 Aug 10, 2026
TAGStone Capital, Inc. History No change 820 525 0.17% 0.17% 785 0 0.0% Q2 2026 Aug 11, 2026
Warren Street Wealth Advisors, LLC History No change 813 521 0.12% 0.12% 786 0 0.0% Q2 2026 Jul 22, 2026
Williams Jones Wealth Management, LLC. History No change 813 520 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 05, 2026
JB Capital LLC History No change 812 520 0.02% 0.02% 788 0 0.0% Q2 2026 Jul 29, 2026
Goelzer Investment Management, Inc. History No change 807 517 0.02% 0.02% 789 0 0.0% Q2 2026 Jul 14, 2026
Fielder Capital Group LLC History No change 804 515 0.11% 0.11% 790 0 0.0% Q2 2026 Aug 06, 2026
Sculati Wealth Management, LLC History No change 983 512 0.17% 0.17% 791 0 0.0% Q2 2026 Jul 21, 2026
Kingdom Financial Group LLC. History No change 798 511 0.13% 0.13% 792 0 0.0% Q2 2026 Aug 07, 2026
Inscription Capital, LLC History No change 795 509 0.05% 0.05% 793 0 0.0% Q2 2026 Aug 13, 2026
Ariadne Wealth Management, LP History No change 795 509 0.23% 0.23% 794 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 792 507 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 06, 2026
MSH Capital Advisors LLC History No change 791 507 0.09% 0.09% 796 0 0.0% Q2 2026 Aug 10, 2026
Forvis Mazars Wealth Advisors, LLC History No change 790 506 0.01% 0.01% 797 0 0.0% Q2 2026 Aug 10, 2026
SWEENEY & MICHEL, LLC History No change 932 506 0.13% 0.13% 798 0 0.0% Q2 2026 Aug 10, 2026
Almanack Investment Partners, LLC. History No change 787 504 0.06% 0.06% 799 0 0.0% Q2 2026 Jul 30, 2026
BCS Wealth Management History No change 785 503 0.09% 0.09% 800 0 0.0% Q2 2026 Jul 16, 2026
Capital Analysts, LLC History No change 780 499 0.01% 0.01% 801 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 773 495 0.02% 0.02% 802 0 0.0% Q2 2026 Aug 12, 2026
Interchange Capital Partners, LLC History No change 774 495 0.09% 0.09% 803 0 0.0% Q2 2026 Jul 20, 2026
Hyposwiss Advisors SA History No change 774 495 0.47% 0.47% 804 0 0.0% Q2 2026 Jul 21, 2026
Main Street Research LLC History No change 771 494 0.02% 0.02% 805 0 0.0% Q2 2026 Jul 29, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 770 493 0.06% 0.06% 806 0 0.0% Q2 2026 Aug 14, 2026
Heartwood Wealth Advisors LLC History No change 866 492 0.04% 0.04% 807 0 0.0% Q3 2026 Oct 05, 2026
Astoria Portfolio Advisors LLC. History No change 768 492 0.08% 0.08% 808 0 0.0% Q2 2026 Jul 28, 2026
Oxler Private Wealth LLC History No change 767 491 0.14% 0.14% 809 0 0.0% Q2 2026 Aug 03, 2026
Huntleigh Advisors, Inc. History No change 759 486 0.07% 0.07% 810 0 0.0% Q2 2026 Aug 04, 2026
HCR Wealth Advisors History No change 760 486 0.04% 0.04% 811 0 0.0% Q2 2026 Jul 13, 2026
Carrera Capital Advisors History No change 760 486 0.07% 0.07% 812 0 0.0% Q2 2026 Aug 03, 2026
STOCK YARDS BANK & TRUST CO History No change 756 484 0.01% 0.01% 813 0 0.0% Q2 2026 Aug 19, 2026
Kelly Financial Services LLC History No change 756 484 0.1% 0.1% 814 0 0.0% Q2 2026 Jul 14, 2026
LEUTHOLD GROUP, LLC History No change 754 483 0.05% 0.05% 815 0 0.0% Q2 2026 Aug 04, 2026
Southeast Asset Advisors, LLC History No change 754 483 0.05% 0.05% 816 0 0.0% Q2 2026 Aug 14, 2026
Accelerate Investment Advisors LLC History No change 755 483 0.28% 0.28% 817 0 0.0% Q2 2026 Aug 12, 2026
FOCUS Wealth Advisors, LLC History No change 753 482 0.22% 0.22% 818 0 0.0% Q2 2026 Jul 07, 2026
Park Place Capital Corp History No change 752 481 0.08% 0.08% 819 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 750 480 0.01% 0.01% 820 0 0.0% Q2 2026 Jul 31, 2026
WILKINS INVESTMENT COUNSEL INC History No change 750 480 0.06% 0.06% 821 0 0.0% Q2 2026 Aug 06, 2026
Commerce Advisors, LLC History No change 750 480 0.26% 0.26% 822 0 0.0% Q2 2026 Aug 04, 2026
Cresta Advisors, Ltd. History No change 726 465 0.17% 0.17% 823 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Wealth Group, LLC History No change 724 464 0.03% 0.03% 824 0 0.0% Q2 2026 Jul 27, 2026
Clarus Group, Inc. History No change 725 464 0.16% 0.16% 825 0 0.0% Q2 2026 Jul 24, 2026
ELEVATE WEALTH ADVISORY, INC History No change 723 463 0.26% 0.26% 826 0 0.0% Q2 2026 Aug 14, 2026
Detalus Advisors, LLC History No change 717 459 0.09% 0.09% 827 0 0.0% Q2 2026 Jul 27, 2026
W1M Asset Management Ltd History No change 712 455 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 12, 2026
Secure Asset Management, LLC History No change 709 454 0.06% 0.06% 829 0 0.0% Q2 2026 Jul 15, 2026
ProVise Management Group, LLC History No change 704 451 0.03% 0.03% 830 0 0.0% Q2 2026 Aug 03, 2026
Round Rock Advisors LLC History No change 703 450 0.06% 0.06% 831 0 0.0% Q2 2026 Aug 12, 2026
Keebeck Wealth Management History No change 690 442 0.04% 0.04% 832 0 0.0% Q2 2026 Aug 11, 2026
Wagner Wealth Management, Corp History No change 690 442 0.36% 0.36% 833 0 0.0% Q2 2026 Aug 10, 2026
Appalachian Capital Management Ltd History No change 689 441 0.32% 0.32% 834 0 0.0% Q2 2026 Jul 21, 2026
CROSSPOINT FINANCIAL, LLC History No change 685 438 1.0% 1.0% 835 0 0.0% Q2 2026 Aug 07, 2026
Fortis Capital Advisors, LLC History No change 685 438 0.05% 0.05% 836 0 0.0% Q2 2026 Jul 31, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 683 437 0.02% 0.02% 837 0 0.0% Q2 2026 Jul 28, 2026
Darden Wealth Group Inc History No change 683 437 0.17% 0.17% 838 0 0.0% Q2 2026 Aug 06, 2026
HF Advisory Group, LLC History No change 682 436 0.13% 0.13% 839 0 0.0% Q2 2026 Jul 08, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 680 435 0.02% 0.02% 840 0 0.0% Q2 2026 Aug 11, 2026
ALLSTATE CORP History No change 676 433 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 13, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Reduced 760 432 0.28% 0.34% 843 -36 -4.52% Q3 2026 Oct 06, 2026
Journey Advisory Group, LLC History No change 675 432 0.03% 0.03% 842 0 0.0% Q2 2026 Aug 04, 2026
Compound Planning, Inc. History No change 672 430 0.01% 0.01% 844 0 0.0% Q2 2026 Aug 04, 2026
Blackston Financial Advisory Group, LLC History No change 670 429 0.24% 0.24% 845 0 0.0% Q2 2026 Aug 14, 2026
New Insight Wealth Advisors History No change 670 429 0.13% 0.13% 846 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 646 427 0.04% 0.04% 847 0 0.0% Q2 2026 Aug 13, 2026
J.Safra Asset Management Corp History No change 665 426 0.02% 0.02% 848 0 0.0% Q2 2026 Aug 06, 2026
Brooklyn FI, LLC History No change 767 426 0.08% 0.08% 849 0 0.0% Q2 2026 Aug 04, 2026
Stratos Investment Management, LLC History No change 661 423 0.02% 0.02% 850 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 661 423 0.04% 0.04% 851 0 0.0% Q2 2026 Aug 13, 2026
GenTrust, LLC History No change 660 422 0.02% 0.02% 852 0 0.0% Q2 2026 Aug 06, 2026
TRITONPOINT WEALTH, LLC History No change 660 422 0.04% 0.04% 853 0 0.0% Q2 2026 Aug 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 660 422 0.01% 0.01% 854 0 0.0% Q2 2026 Jul 24, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 657 420 0.02% 0.02% 855 0 0.0% Q2 2026 Jul 28, 2026
Prostatis Group LLC History No change 651 417 0.1% 0.1% 856 0 0.0% Q2 2026 Aug 14, 2026
Grantvest Financial Group LLC History No change 652 417 0.24% 0.24% 857 0 0.0% Q2 2026 Aug 07, 2026
Oakworth Capital, Inc. History No change 650 414 0.02% 0.02% 858 0 0.0% Q2 2026 Jul 22, 2026
Steigerwald, Gordon & Koch Inc. History No change 645 413 0.04% 0.04% 859 0 0.0% Q2 2026 Jul 22, 2026
Ionic Capital Management LLC History No change 642 411 0.06% 0.06% 860 0 0.0% Q2 2026 Aug 14, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 641 410 0.19% 0.19% 861 0 0.0% Q2 2026 Jul 17, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 741 408 0.01% 0.01% 862 0 0.0% Q2 2026 Jul 27, 2026
Curi Capital, LLC History No change 634 406 0.01% 0.01% 863 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 634 406 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History No change 634 406 0.05% 0.05% 865 0 0.0% Q2 2026 Jul 08, 2026
Main Street Financial Solutions, LLC History No change 629 403 0.03% 0.03% 866 0 0.0% Q2 2026 Aug 07, 2026
Omega Financial Group, LLC History No change 629 403 0.12% 0.12% 867 0 0.0% Q2 2026 Jul 21, 2026
MPS Loria Financial Planners, LLC History No change 628 402 0.09% 0.09% 868 0 0.0% Q2 2026 Jul 30, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 1,223 402 0.05% 0.05% 869 0 0.0% Q2 2026 Aug 05, 2026
HBK Sorce Advisory LLC History No change 746 395 0.01% 0.01% 870 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History No change 617 395 0.01% 0.01% 871 0 0.0% Q2 2026 Aug 07, 2026
GILL CAPITAL PARTNERS, LLC History No change 616 394 0.1% 0.1% 872 0 0.0% Q2 2026 Aug 20, 2026
Geometric Wealth Advisors History No change 615 394 0.04% 0.04% 873 0 0.0% Q2 2026 Aug 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 616 394 0.01% 0.01% 874 0 0.0% Q2 2026 Aug 03, 2026
Friedenthal Financial History No change 609 390 0.18% 0.18% 875 0 0.0% Q2 2026 Jul 13, 2026
WORLD EQUITY GROUP, INC. History No change 607 388 0.09% 0.09% 876 0 0.0% Q2 2026 Jul 09, 2026
Shared Vision Wealth Group LLC History No change 606 388 0.13% 0.13% 877 0 0.0% Q2 2026 Jul 31, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 606 388 0.16% 0.16% 878 0 0.0% Q2 2026 Jul 24, 2026
BCO Wealth Management LLC History No change 605 387 0.21% 0.21% 879 0 0.0% Q2 2026 Jul 14, 2026
Capital Squared Financial LLC History No change 604 386 0.25% 0.25% 880 0 0.0% Q2 2026 Jul 21, 2026
TUCKER ASSET MANAGEMENT LLC History No change 602 385 0.1% 0.1% 881 0 0.0% Q2 2026 Aug 27, 2026
CARDIFF PARK ADVISORS, LLC History No change 600 384 0.03% 0.03% 882 0 0.0% Q2 2026 Aug 14, 2026
Values Added Financial LLC History No change 600 384 0.14% 0.14% 883 0 0.0% Q2 2026 Jul 27, 2026
Cascade Financial Partners, LLC History No change 600 384 0.03% 0.03% 884 0 0.0% Q2 2026 Aug 04, 2026
Everest Private Wealth History No change 600 384 0.14% 0.14% 885 0 0.0% Q2 2026 Aug 07, 2026
TSFG, LLC History No change 598 383 0.05% 0.05% 886 0 0.0% Q2 2026 Jul 23, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 596 381 0.05% 0.05% 887 0 0.0% Q2 2026 Jul 22, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 596 381 0.02% 0.02% 888 0 0.0% Q2 2026 Jul 24, 2026
Revisor Wealth Management LLC History No change 595 381 0.09% 0.09% 889 0 0.0% Q2 2026 Jul 21, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 594 380 0.09% 0.09% 890 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History No change 589 377 0.02% 0.02% 891 0 0.0% Q2 2026 Jul 28, 2026
FIRST CITIZENS BANK & TRUST CO History No change 587 376 0.01% 0.01% 892 0 0.0% Q2 2026 Jul 13, 2026
Russell Investments Group, Ltd. History No change 587 376 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 06, 2026
Granite Bay Wealth Management, LLC History No change 585 375 0.03% 0.03% 894 0 0.0% Q2 2026 Aug 14, 2026
Forum Finance Group S.A. History No change 725 375 0.13% 0.13% 895 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE CLIENT SERVICES, LLC History New 659 374 0.1% — 896 +659 New Q3 2026 Oct 02, 2026
American Money Management, LLC History No change 583 373 0.05% 0.05% 897 0 0.0% Q2 2026 Aug 13, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 578 370 0.05% 0.05% 898 0 0.0% Q2 2026 Aug 11, 2026
WJ Wealth Management, LLC History No change 570 365 0.14% 0.14% 899 0 0.0% Q2 2026 Aug 03, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 569 364 0.06% 0.06% 900 0 0.0% Q2 2026 Aug 07, 2026
Accel Wealth Management History No change 567 363 0.08% 0.08% 901 0 0.0% Q2 2026 Jul 10, 2026
SageGuard Financial Group, LLC History No change 567 363 0.05% 0.05% 902 0 0.0% Q2 2026 Jul 27, 2026
MISSION WEALTH MANAGEMENT, LP History No change 565 361 0.0% 0.0% 903 0 0.0% Q2 2026 Jul 20, 2026
HUB Investment Partners, LLC History No change 561 359 0.01% 0.01% 904 0 0.0% Q2 2026 Jul 31, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 559 358 0.15% 0.15% 905 0 0.0% Q2 2026 Aug 11, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 560 358 0.1% 0.1% 906 0 0.0% Q2 2026 Jul 16, 2026
Avantax Planning Partners, Inc. History No change 553 354 0.01% 0.01% 907 0 0.0% Q2 2026 Jul 28, 2026
Silicon Valley Capital Partners History No change 552 353 0.03% 0.03% 908 0 0.0% Q2 2026 Sep 21, 2026
Cornell Pochily Investment Advisors, Inc. History No change 552 353 0.09% 0.09% 909 0 0.0% Q2 2026 Jul 15, 2026
Venture Visionary Partners LLC History Added to 616 350 0.01% 0.01% 910 +162 35.68% Q3 2026 Oct 07, 2026
VISTA FINANCE, LLC History No change 545 349 0.2% 0.2% 911 0 0.0% Q2 2026 Jul 16, 2026
Trust Co of the South History No change 543 347 0.05% 0.05% 912 0 0.0% Q2 2026 Jul 01, 2026
Tacita Capital Inc History No change 540 346 0.19% 0.19% 913 0 0.0% Q2 2026 Aug 10, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 541 346 0.02% 0.02% 914 0 0.0% Q2 2026 Jul 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 538 344 0.0% 0.0% 915 0 0.0% Q2 2026 Aug 14, 2026
American Financial Advisors, LLC History No change 538 344 0.04% 0.04% 916 0 0.0% Q2 2026 Jul 14, 2026
Avidian Wealth Enterprises, LLC History No change 537 343 0.01% 0.01% 917 0 0.0% Q2 2026 Jul 24, 2026
SYON CAPITAL LLC History No change 526 337 0.01% 0.01% 918 0 0.0% Q2 2026 Aug 14, 2026
Box Hill Private Wealth LLC History Added to 592 336 0.24% 0.3% 920 +12 2.07% Q3 2026 Oct 05, 2026
Texas Yale Capital Corp. History No change 525 336 0.01% 0.01% 919 0 0.0% Q2 2026 Aug 12, 2026
Core Wealth Partners LLC History No change 524 335 0.14% 0.14% 921 0 0.0% Q2 2026 Jul 17, 2026
NWAM LLC History No change 522 334 0.02% 0.02% 922 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 522 334 0.07% 0.07% 923 0 0.0% Q2 2026 Aug 03, 2026
Essex LLC History No change 521 333 0.05% 0.05% 924 0 0.0% Q2 2026 Jul 24, 2026
Tactive Advisors, LLC History No change 520 333 0.08% 0.08% 925 0 0.0% Q2 2026 Jul 08, 2026
UPTICK PARTNERS, LLC History No change 521 333 0.05% 0.05% 926 0 0.0% Q2 2026 Aug 10, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 517 331 0.02% 0.02% 927 0 0.0% Q2 2026 Jul 23, 2026
Ark Wealth Advisors LLC History No change 517 331 0.29% 0.29% 928 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 516 330 0.03% 0.03% 929 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History No change 536 329 0.02% 0.02% 930 0 0.0% Q2 2026 Jul 14, 2026
Pinion Investment Advisors, LLC History No change 509 326 0.06% 0.06% 931 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 501 321 0.01% 0.01% 932 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 500 320 0.02% 0.02% 933 0 0.0% Q2 2026 Aug 14, 2026
Stelac Advisory Services LLC History No change 500 320 0.06% 0.06% 934 0 0.0% Q2 2026 Aug 10, 2026
Guardian Financial Partners, LLC History No change 500 320 0.12% 0.12% 935 0 0.0% Q2 2026 Jul 15, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 500 320 0.0% 0.0% 936 0 0.0% Q2 2026 Sep 23, 2026
Mascagni Wealth Management, Inc. History No change 497 318 0.2% 0.2% 937 0 0.0% Q2 2026 Jul 31, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 496 317 0.49% 0.49% 938 0 0.0% Q2 2026 Aug 11, 2026
Investment Advisory Services Group LLC History No change 495 317 0.23% 0.23% 939 0 0.0% Q2 2026 Jul 29, 2026
Atlas Private Wealth Advisors History No change 494 316 0.07% 0.07% 940 0 0.0% Q2 2026 Jul 27, 2026
Exit Wealth Advisors, LLC. History No change 494 316 0.14% 0.14% 941 0 0.0% Q2 2026 Aug 11, 2026
KERR FINANCIAL PLANNING Corp History No change 495 316 0.35% 0.35% 942 0 0.0% Q2 2026 Jul 02, 2026
Summit Financial Strategies, Inc. History No change 489 313 0.02% 0.02% 943 0 0.0% Q2 2026 Jul 24, 2026
Resurgent Financial Advisors LLC History No change 489 313 0.09% 0.09% 944 0 0.0% Q2 2026 Aug 14, 2026
My Personal CFO, LLC History No change 489 313 0.12% 0.12% 945 0 0.0% Q2 2026 Jul 21, 2026
Heritage Wealth Management, Inc. History No change 489 313 0.08% 0.08% 946 0 0.0% Q2 2026 Jul 28, 2026
Cladis Investment Advisory, LLC History No change 487 311 0.15% 0.15% 947 0 0.0% Q2 2026 Aug 13, 2026
CWA Asset Management Group, LLC History No change 483 309 0.01% 0.01% 948 0 0.0% Q2 2026 Jul 14, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 480 307 0.01% 0.01% 949 0 0.0% Q2 2026 Aug 10, 2026
YHB Investment Advisors, Inc. History No change 480 307 0.02% 0.02% 950 0 0.0% Q2 2026 Jul 14, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 477 305 0.05% 0.05% 951 0 0.0% Q2 2026 Aug 14, 2026
NESTEGG ADVISORS, INC. History No change 476 305 0.22% 0.22% 952 0 0.0% Q2 2026 Jul 14, 2026
Demars Financial Group, LLC History No change 473 303 0.08% 0.08% 953 0 0.0% Q2 2026 Jul 21, 2026
PGIM Custom Harvest LLC History No change 474 303 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 472 302 0.02% 0.02% 955 0 0.0% Q2 2026 Jul 31, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 472 302 0.13% 0.13% 956 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 470 301 0.0% 0.0% 957 0 0.0% Q2 2026 Aug 11, 2026
GENTRY PRIVATE WEALTH, LLC History No change 469 300 0.15% 0.15% 958 0 0.0% Q2 2026 Aug 05, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 465 298 0.07% 0.07% 959 0 0.0% Q2 2026 Aug 11, 2026
Arcadia Wealth Management, Inc. History No change 465 297 0.14% 0.14% 960 0 0.0% Q2 2026 Aug 11, 2026
Polaris Investment Advisors, LLC History No change 465 297 0.19% 0.19% 961 0 0.0% Q2 2026 Jul 09, 2026
Sentry LLC History No change 463 296 0.08% 0.08% 962 0 0.0% Q2 2026 Aug 14, 2026
Reyes Financial Architecture, Inc. History No change 463 296 0.17% 0.17% 963 0 0.0% Q2 2026 Jul 16, 2026
Signet Private Wealth LLC History No change 460 294 0.23% 0.23% 964 0 0.0% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History No change 457 292 0.02% 0.02% 965 0 0.0% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History No change 452 290 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 17, 2026
CMG Global Holdings, LLC History No change 452 289 0.12% 0.12% 967 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 450 288 0.02% 0.02% 968 0 0.0% Q2 2026 Jul 16, 2026
Mechanics Bank Trust Department History No change 450 288 0.04% 0.04% 969 0 0.0% Q2 2026 Jul 07, 2026
Plotkin Financial Advisors, LLC History No change 450 288 0.12% 0.12% 970 0 0.0% Q2 2026 Aug 14, 2026
BLODGETT WEALTH ADVISORS, LLC History No change 450 288 0.19% 0.19% 971 0 0.0% Q2 2026 Aug 14, 2026
Signature Resources Capital Management, LLC History No change 450 288 0.11% 0.11% 972 0 0.0% Q2 2026 Jul 13, 2026
TCFG Investment Advisors, LLC History No change 450 288 0.1% 0.1% 973 0 0.0% Q2 2026 Jul 17, 2026
AIA Group Ltd History No change 449 287 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 13, 2026
Optivise Advisory Services LLC History No change 448 287 0.15% 0.15% 975 0 0.0% Q2 2026 Jul 13, 2026
Joel Isaacson & Co., LLC History No change 447 286 0.01% 0.01% 976 0 0.0% Q2 2026 Aug 04, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 444 284 0.03% 0.03% 977 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 443 284 0.04% 0.04% 978 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History No change 498 283 0.0% 0.0% 979 0 0.0% Q3 2026 Oct 05, 2026
Parkside Financial Bank & Trust History No change 441 282 0.02% 0.02% 980 0 0.0% Q2 2026 Sep 04, 2026
Wisconsin Wealth Advisors, LLC History No change 440 281 0.24% 0.24% 981 0 0.0% Q2 2026 Jul 07, 2026
SIGNATUREFD, LLC History No change 438 280 0.0% 0.0% 982 0 0.0% Q2 2026 Jul 23, 2026
Sound View Wealth Advisors Group, LLC History No change 438 280 0.02% 0.02% 983 0 0.0% Q2 2026 Aug 11, 2026
BAXTER BROS INC History No change 435 278 0.03% 0.03% 984 0 0.0% Q2 2026 Aug 06, 2026
Valmark Advisers, Inc. History No change 430 275 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 06, 2026
Pachira Investments Inc. History No change 429 275 0.1% 0.1% 986 0 0.0% Q2 2026 Jul 17, 2026
WAYSTONE ADVISORS LLC History No change 429 274 0.2% 0.2% 987 0 0.0% Q2 2026 Jul 16, 2026
Ironwood Investment Counsel, LLC History No change 427 273 0.04% 0.04% 988 0 0.0% Q2 2026 Aug 05, 2026
SHELTON CAPITAL MANAGEMENT History No change 425 272 0.01% 0.01% 989 0 0.0% Q2 2026 Aug 14, 2026
Provident Wealth Management, LLC History No change 426 272 0.07% 0.07% 990 0 0.0% Q2 2026 Aug 04, 2026
Canvas Wealth Advisors, LLC History No change 426 272 0.04% 0.04% 991 0 0.0% Q2 2026 Jul 10, 2026
Arch Global Advisors, LLC History No change 426 272 0.12% 0.12% 992 0 0.0% Q2 2026 Aug 11, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 423 271 0.1% 0.1% 993 0 0.0% Q2 2026 Aug 13, 2026
SACKS & ASSOCIATES, LLC History No change 538 271 0.18% 0.18% 994 0 0.0% Q2 2026 Aug 04, 2026
OneAscent Wealth Management LLC History No change 421 269 0.08% 0.08% 995 0 0.0% Q2 2026 Aug 11, 2026
INSTRUMENTAL WEALTH, LLC History No change 414 265 0.13% 0.13% 996 0 0.0% Q2 2026 Jul 16, 2026
Heirloom Wealth Management History No change 411 263 0.04% 0.04% 997 0 0.0% Q2 2026 Aug 03, 2026
Premier Private Wealth Management LLC History No change 411 263 0.23% 0.23% 998 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 411 263 0.02% 0.02% 999 0 0.0% Q2 2026 Jul 28, 2026
Portfolio Strategies, Inc. History No change 409 262 0.03% 0.03% 1000 0 0.0% Q2 2026 Aug 10, 2026
BOSTON FAMILY OFFICE LLC History No change 405 260 0.02% 0.02% 1001 0 0.0% Q2 2026 Aug 12, 2026
BTG Pactual Asset Management US LLC History No change 407 260 0.02% 0.02% 1002 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 406 260 0.12% 0.12% 1003 0 0.0% Q2 2026 Aug 13, 2026
Sharp Wealth Advisory, LLC History No change 405 259 0.12% 0.12% 1004 0 0.0% Q2 2026 Jul 24, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 400 256 0.01% 0.01% 1005 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History No change 400 256 0.01% 0.01% 1006 0 0.0% Q2 2026 Aug 07, 2026
Hartree Partners, LP History No change 400 256 0.05% 0.05% 1007 0 0.0% Q2 2026 Aug 12, 2026
JTC Employer Solutions Trustee Ltd History No change 400 256 0.02% 0.02% 1008 0 0.0% Q2 2026 Jul 31, 2026
KIECKHEFER GROUP LLC History No change 399 255 0.1% 0.1% 1009 0 0.0% Q2 2026 Jul 21, 2026
Breachway Investments LLC History No change 394 252 0.38% 0.38% 1010 0 0.0% Q2 2026 Jul 13, 2026
Quantbot Technologies LP History No change 392 251 0.01% 0.01% 1011 0 0.0% Q2 2026 Aug 12, 2026
Teamwork Financial Advisors, LLC History No change 393 251 0.02% 0.02% 1012 0 0.0% Q2 2026 Jul 08, 2026
X-Square Capital, LLC History No change 392 251 0.06% 0.06% 1013 0 0.0% Q2 2026 Aug 12, 2026
INVESTMENT PARTNERS, LTD. History No change 389 249 0.08% 0.08% 1014 0 0.0% Q2 2026 Aug 04, 2026
Frisch Financial Group, Inc. History No change 390 249 0.04% 0.04% 1015 0 0.0% Q2 2026 Aug 14, 2026
Holland Advisory Services, Inc. History No change 390 249 0.28% 0.28% 1016 0 0.0% Q2 2026 Jul 13, 2026
Morton Capital Management LLC/CA History No change 389 249 0.03% 0.03% 1017 0 0.0% Q2 2026 Jul 23, 2026
MATHER GROUP, LLC. History No change 387 248 0.0% 0.0% 1018 0 0.0% Q2 2026 Jul 27, 2026
Olistico Wealth, LLC History Reduced 430 244 0.1% 0.14% 1021 -71 -14.17% Q3 2026 Oct 05, 2026
RMR Wealth Builders History No change 381 244 0.02% 0.02% 1019 0 0.0% Q2 2026 Jul 24, 2026
Austin Asset Management Co Inc History No change 382 244 0.03% 0.03% 1020 0 0.0% Q2 2026 Jul 31, 2026
Elite Financial, Inc. History No change 380 243 0.1% 0.1% 1022 0 0.0% Q2 2026 Aug 13, 2026
Able Wealth Management LLC History No change 378 242 0.06% 0.06% 1023 0 0.0% Q2 2026 Jul 29, 2026
Benson Wealth Management INC History No change 379 242 0.24% 0.24% 1024 0 0.0% Q2 2026 Aug 10, 2026
Nelson Capital Management, LLC History No change 375 240 0.03% 0.03% 1025 0 0.0% Q2 2026 Jul 24, 2026
Banco BTG Pactual S.A. History No change 375 240 0.02% 0.02% 1026 0 0.0% Q2 2026 Aug 07, 2026
FAS Wealth Partners, Inc. History No change 375 240 0.01% 0.01% 1027 0 0.0% Q2 2026 Jul 29, 2026
Falcon Wealth Planning History No change 375 240 0.02% 0.02% 1028 0 0.0% Q2 2026 Jul 13, 2026
PURSUE WEALTH PARTNERS LLC History No change 375 240 0.13% 0.13% 1029 0 0.0% Q2 2026 Aug 07, 2026
Lakeridge Wealth Management LLC History No change 375 240 0.09% 0.09% 1030 0 0.0% Q2 2026 Jul 14, 2026
LANARK FINANCIAL, INC. History No change 373 239 0.02% 0.02% 1031 0 0.0% Q2 2026 Jul 21, 2026
Innovative Asset Advisors Group, LLC History No change 373 239 0.1% 0.1% 1032 0 0.0% Q2 2026 Aug 05, 2026
SEEDS INVESTOR LLC History No change 373 238 0.02% 0.02% 1033 0 0.0% Q2 2026 Aug 12, 2026
Coastal Bridge Advisors, LLC History No change 371 237 0.01% 0.01% 1034 0 0.0% Q2 2026 Aug 17, 2026
Serenus Wealth Advisors, LLC History No change 370 237 0.04% 0.04% 1035 0 0.0% Q2 2026 Aug 05, 2026
KEB ASSET MANAGEMENT, LLC History No change 369 236 0.04% 0.04% 1036 0 0.0% Q2 2026 Jul 14, 2026
MONECO ADVISORS, LLC History No change 368 235 0.01% 0.01% 1037 0 0.0% Q2 2026 Aug 11, 2026
Forge Financial Services LLC History No change 366 234 0.02% 0.02% 1038 0 0.0% Q2 2026 Aug 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 364 233 0.0% 0.0% 1039 0 0.0% Q2 2026 Jul 28, 2026
Beacon Capital Management, LLC History No change 364 233 0.03% 0.03% 1040 0 0.0% Q2 2026 Jul 29, 2026
Calder Financial LLC History No change 365 233 0.22% 0.22% 1041 0 0.0% Q2 2026 Jul 07, 2026
Quartz Partners, LLC History No change 363 232 0.08% 0.08% 1042 0 0.0% Q2 2026 Aug 10, 2026
Family Manage LLC History No change 362 231 0.02% 0.02% 1043 0 0.0% Q2 2026 Aug 14, 2026
Shoker Investment Counsel, Inc. History No change 361 231 0.06% 0.06% 1044 0 0.0% Q2 2026 Aug 10, 2026
LWM ADVISORS INC History No change 361 231 0.17% 0.17% 1045 0 0.0% Q2 2026 Jul 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 360 230 0.0% 0.0% 1046 0 0.0% Q2 2026 Aug 10, 2026
EdgeRock Capital LLC History No change 360 230 0.05% 0.05% 1047 0 0.0% Q2 2026 Jul 24, 2026
Terra Nova Asset Management LLC History No change 358 229 0.14% 0.14% 1048 0 0.0% Q2 2026 Aug 04, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 358 229 0.01% 0.01% 1049 0 0.0% Q2 2026 Jul 31, 2026
Orion Porfolio Solutions, LLC History No change 357 228 0.0% 0.0% 1050 0 0.0% Q2 2026 Aug 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 357 228 0.01% 0.01% 1051 0 0.0% Q2 2026 Aug 03, 2026
Arbor Wealth Management LLC\AZ History No change 354 226 0.2% 0.2% 1052 0 0.0% Q2 2026 Aug 12, 2026
Kestra Investment Management, LLC History No change 351 225 0.0% 0.0% 1053 0 0.0% Q2 2026 Aug 05, 2026
CRA Financial Services, LLC History No change 351 224 0.03% 0.03% 1054 0 0.0% Q2 2026 Jul 24, 2026
FORTEM FINANCIAL GROUP, LLC History No change 350 224 0.05% 0.05% 1055 0 0.0% Q2 2026 Jul 20, 2026
Bluesphere Advisors LLC History No change 350 224 0.07% 0.07% 1056 0 0.0% Q2 2026 Jul 30, 2026
United Advisor Group, LLC History No change 351 224 0.02% 0.02% 1057 0 0.0% Q2 2026 Jul 29, 2026
Swisher Financial Concepts, Inc. History No change 348 223 0.14% 0.14% 1058 0 0.0% Q2 2026 Aug 06, 2026
Canton Hathaway, LLC History No change 348 222 0.04% 0.04% 1059 0 0.0% Q2 2026 Aug 05, 2026
Facet Wealth, Inc. History No change 346 221 0.0% 0.0% 1060 0 0.0% Q2 2026 Jul 27, 2026
Vanguard Personalized Indexing Management, LLC History No change 345 221 0.0% 0.0% 1061 0 0.0% Q2 2026 Aug 11, 2026
Ruggaard & Associates LLC History No change 345 221 0.08% 0.08% 1062 0 0.0% Q2 2026 Aug 17, 2026
Intesa Sanpaolo Wealth Management History No change 345 221 0.04% 0.04% 1063 0 0.0% Q2 2026 Jul 23, 2026
Advisor Resource Council History No change 379 220 0.06% 0.06% 1064 0 0.0% Q2 2026 Jul 28, 2026
Maia Wealth LLC History No change 344 220 0.03% 0.03% 1065 0 0.0% Q2 2026 Jul 28, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 339 217 0.04% 0.04% 1066 0 0.0% Q2 2026 Aug 04, 2026
VALLEY NATIONAL ADVISERS INC History No change 333 213 0.02% 0.02% 1067 0 0.0% Q2 2026 Jul 29, 2026
4J Wealth Management LLC History No change 331 212 0.1% 0.1% 1068 0 0.0% Q2 2026 Jul 21, 2026
Objective Capital Management, LLC History No change 332 212 0.19% 0.19% 1069 0 0.0% Q2 2026 Jul 20, 2026
Evelyn Partners Group Ltd History No change 1,301 212 0.0% 0.0% 1070 0 0.0% Q2 2026 Aug 07, 2026
Symphony Financial, Ltd. Co. History No change 336 211 0.02% 0.02% 1071 0 0.0% Q2 2026 Aug 03, 2026
GUIDANCE CAPITAL, INC History No change 399 211 0.05% 0.05% 1072 0 0.0% Q2 2026 Jul 20, 2026
Oxford Wealth Group, LLC History No change 331 211 0.09% 0.09% 1073 0 0.0% Q2 2026 Aug 13, 2026
APS Management Group, Inc. History No change 322 206 0.16% 0.16% 1074 0 0.0% Q2 2026 Jul 10, 2026
Saxony Capital Management, LLC History No change 319 204 0.09% 0.09% 1075 0 0.0% Q2 2026 Jul 15, 2026
SALEM INVESTMENT COUNSELORS INC History No change 318 203 0.01% 0.01% 1076 0 0.0% Q2 2026 Jul 14, 2026
SilverOak Wealth Management LLC History No change 318 203 0.03% 0.03% 1077 0 0.0% Q2 2026 Jul 29, 2026
Fiscal Wisdom Wealth Management, LLC History No change 318 203 0.17% 0.17% 1078 0 0.0% Q2 2026 Jul 21, 2026
Range Advisory, LLC History No change 315 202 0.02% 0.02% 1079 0 0.0% Q2 2026 Sep 02, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 315 201 0.03% 0.03% 1080 0 0.0% Q2 2026 Aug 10, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 313 200 0.05% 0.05% 1081 0 0.0% Q2 2026 Jul 24, 2026
SWAN Capital LLC History No change 312 200 0.07% 0.07% 1082 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 306 196 0.04% 0.04% 1083 0 0.0% Q2 2026 Jul 20, 2026
Manchester Capital Management LLC History No change 300 192 0.02% 0.02% 1084 0 0.0% Q2 2026 Aug 13, 2026
Solstein Capital, LLC History No change 300 192 0.07% 0.07% 1085 0 0.0% Q2 2026 Aug 12, 2026
VIMA LLC History No change 300 192 0.19% 0.19% 1086 0 0.0% Q2 2026 Jul 24, 2026
HOWE & RUSLING INC History No change 291 186 0.01% 0.01% 1087 0 0.0% Q2 2026 Aug 10, 2026
Roxbury Financial LLC History No change 295 167 0.13% 0.15% 1088 0 0.0% Q3 2026 Oct 01, 2026
Vinland Capital Management Gestora de Recursos LTDA. History No change 50 165 1.63% 1.63% 1089 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 248 158 0.02% 0.02% 1090 0 0.0% Q2 2026 Aug 11, 2026
Integrity Financial Corp /WA History No change 243 155 0.07% 0.07% 1091 0 0.0% Q2 2026 Jul 31, 2026
Ascentis Wealth Management, LLC History No change 243 155 0.02% 0.02% 1092 0 0.0% Q2 2026 Jul 30, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 286 155 0.02% 0.02% 1093 0 0.0% Q2 2026 Aug 12, 2026
CASTLEARK MANAGEMENT LLC History No change 230 147 0.0% 0.0% 1094 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 222 142 0.01% 0.01% 1095 0 0.0% Q2 2026 Aug 07, 2026
Western Pacific Wealth Management, LP History No change 222 142 0.13% 0.13% 1096 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 217 139 0.02% 0.02% 1097 0 0.0% Q2 2026 Jul 24, 2026
Wealth Enhancement Trust Services, Inc. History No change 244 138 0.01% 0.02% 1098 0 0.0% Q3 2026 Oct 07, 2026
Hamilton Point Investment Advisors, LLC History No change 213 136 0.02% 0.02% 1099 0 0.0% Q2 2026 Jul 28, 2026
EPG Wealth Management LLC History No change 210 134 0.03% 0.03% 1100 0 0.0% Q2 2026 Jul 28, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 211 134 0.07% 0.07% 1101 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 206 132 0.0% 0.0% 1102 0 0.0% Q2 2026 Aug 12, 2026
Basepoint Wealth LLC History No change 204 130 0.07% 0.07% 1103 0 0.0% Q2 2026 Aug 10, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 198 126 0.02% 0.02% 1104 0 0.0% Q2 2026 Aug 14, 2026
Wellington Shields & Co., LLC History No change 196 125 0.03% 0.03% 1105 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History No change 181 115 0.0% 0.0% 1106 0 0.0% Q2 2026 Jul 07, 2026
Key Capital Management, INC History No change 180 115 0.06% 0.06% 1107 0 0.0% Q2 2026 Jul 27, 2026
CX Institutional History Added to 195 111 0.0% 0.0% 1108 +8 4.28% Q3 2026 Oct 02, 2026
Realta Investment Advisors History No change 166 106 0.03% 0.03% 1109 0 0.0% Q2 2026 Jul 20, 2026
Align Financial, LLC History No change 165 105 0.05% 0.05% 1110 0 0.0% Q2 2026 Jul 27, 2026
Fairscale Capital, LLC History No change 163 104 0.06% 0.06% 1111 0 0.0% Q2 2026 Aug 07, 2026
PlanVest Financial, Inc History No change 163 104 0.07% 0.07% 1112 0 0.0% Q2 2026 Aug 10, 2026
Morse Asset Management, Inc History No change 160 102 0.02% 0.02% 1113 0 0.0% Q2 2026 Aug 13, 2026
Barnes Dennig Private Wealth Management LLC History No change 159 101 0.08% 0.08% 1114 0 0.0% Q2 2026 Jul 15, 2026
BOK Financial Private Wealth, Inc. History No change 150 96 0.0% 0.0% 1115 0 0.0% Q2 2026 Aug 07, 2026
Truvestments Capital LLC History No change 150 96 0.01% 0.01% 1116 0 0.0% Q2 2026 Aug 12, 2026
Crews Bank & Trust History No change 150 96 0.01% 0.01% 1117 0 0.0% Q2 2026 Jul 16, 2026
MidFirst Bank History No change 147 94 0.01% 0.01% 1118 0 0.0% Q2 2026 Aug 07, 2026
Morling Financial Advisors, LLC History No change 137 87 0.02% 0.02% 1119 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisor Network LLC History No change 131 83 0.1% 0.1% 1120 0 0.0% Q2 2026 Aug 13, 2026
ALLIANZ SE History No change 128 82 0.0% 0.0% 1121 0 0.0% Q2 2026 Aug 10, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 128 81 0.01% 0.01% 1122 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 126 80 0.02% 0.02% 1123 0 0.0% Q2 2026 Jul 23, 2026
Downshift Financial, LLC History No change 126 80 0.04% 0.04% 1124 0 0.0% Q2 2026 Aug 12, 2026
Gould Capital, LLC History No change 118 75 0.04% 0.04% 1125 0 0.0% Q2 2026 Aug 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 117 74 0.0% 0.0% 1126 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 117 74 0.01% 0.01% 1127 0 0.0% Q2 2026 Jul 23, 2026
Plante Moran Financial Advisors, LLC History No change 115 73 0.0% 0.0% 1128 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 114 73 0.01% 0.01% 1129 0 0.0% Q2 2026 Aug 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 113 72 0.01% 0.01% 1130 0 0.0% Q2 2026 Aug 05, 2026
BALLAST ADVISORS LLC History No change 110 70 0.02% 0.02% 1131 0 0.0% Q2 2026 Aug 12, 2026
ESL Trust Services, LLC History No change 109 69 0.01% 0.01% 1132 0 0.0% Q2 2026 Aug 13, 2026
Commonwealth Retirement Investments LLC History No change 105 67 0.02% 0.02% 1133 0 0.0% Q2 2026 Aug 03, 2026
Bogart Wealth, LLC History No change 100 64 0.0% 0.0% 1134 0 0.0% Q2 2026 Jul 24, 2026
SITTNER & NELSON, LLC History No change 100 64 0.02% 0.02% 1135 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Asset Management, LLC History No change 100 64 0.01% 0.01% 1136 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 102 61 0.0% 0.0% 1137 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 96 61 0.04% 0.04% 1138 0 0.0% Q2 2026 Aug 17, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 90 57 0.02% 0.02% 1139 0 0.0% Q2 2026 Sep 18, 2026
VSM Wealth Advisory, LLC History No change 90 57 0.02% 0.02% 1140 0 0.0% Q2 2026 Jul 22, 2026
Asset Dedication, LLC History No change 85 54 0.0% 0.0% 1141 0 0.0% Q2 2026 Jul 30, 2026
Centerpoint Advisors, LLC History No change 85 54 0.02% 0.02% 1142 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 94 53 0.01% 0.02% 1144 +9 10.59% Q3 2026 Oct 07, 2026
SYM FINANCIAL Corp History No change 83 53 0.0% 0.0% 1143 0 0.0% Q2 2026 Aug 04, 2026
Glassman Wealth Services History No change 81 51 0.01% 0.01% 1145 0 0.0% Q2 2026 Aug 05, 2026
Cedar Mountain Advisors, LLC History No change 80 51 0.01% 0.01% 1146 0 0.0% Q2 2026 Jul 02, 2026
WELLINGTON-ALTUS USA INC. History No change 150 49 0.03% 0.03% 1147 0 0.0% Q2 2026 Sep 17, 2026
HM PAYSON & CO History No change 75 48 0.0% 0.0% 1148 0 0.0% Q2 2026 Jul 17, 2026
Tradewinds Capital Management, LLC History No change 76 48 0.01% 0.01% 1149 0 0.0% Q2 2026 Jul 23, 2026
First PREMIER Bank History No change 75 48 0.01% 0.01% 1150 0 0.0% Q2 2026 Jul 15, 2026
Morton Brown Family Wealth, LLC History No change 75 48 0.01% 0.01% 1151 0 0.0% Q2 2026 Jul 21, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 76 48 0.03% 0.03% 1152 0 0.0% Q2 2026 Jul 21, 2026
Topsail Wealth Management, LLC History No change 75 48 0.01% 0.01% 1153 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 75 48 0.0% 0.0% 1154 0 0.0% Q2 2026 Aug 03, 2026
Go Invest LLC History No change 76 48 0.01% 0.01% 1155 0 0.0% Q2 2026 Aug 05, 2026
Atomic Invest LLC History No change 77 47 0.0% 0.0% 1156 0 0.0% Q2 2026 Sep 25, 2026
Quent Capital, LLC History No change 72 46 0.0% 0.0% 1157 0 0.0% Q2 2026 Aug 07, 2026
American Capital Advisory, LLC History No change 72 46 0.02% 0.02% 1158 0 0.0% Q2 2026 Jul 28, 2026
Burnham & Co LLC History No change 71 45 0.04% 0.04% 1159 0 0.0% Q2 2026 Aug 11, 2026
Triumph Capital Management History No change 65 41 0.01% 0.01% 1160 0 0.0% Q2 2026 Jul 20, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 65 41 0.01% 0.01% 1161 0 0.0% Q2 2026 Jul 15, 2026
Highland Investment Advisors LLC History No change 63 40 0.02% 0.02% 1162 0 0.0% Q2 2026 Aug 13, 2026
First Command Advisory Services, Inc. History No change 62 39 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 10, 2026
Anchor Bay Capital, Inc. History No change 76 39 0.02% 0.02% 1164 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History No change 54 35 0.0% 0.0% 1165 0 0.0% Q2 2026 Jul 16, 2026
Elequin Capital, LP History No change 53 33 0.0% 0.0% 1166 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 52 33 0.0% 0.0% 1167 0 0.0% Q2 2026 Jul 22, 2026
REYL & Cie S.A. History No change 100 32 0.04% 0.04% 1168 0 0.0% Q2 2026 Oct 02, 2026
Turim 21 Investimentos Ltda. History No change 2,450 32 0.01% 0.01% 1169 0 0.0% Q2 2026 Aug 10, 2026
Perkins Coie Trust Co History No change 46 29 0.0% 0.0% 1170 0 0.0% Q2 2026 Jul 09, 2026
MCDONALD PARTNERS LLC History No change 44 28 0.01% 0.01% 1171 0 0.0% Q2 2026 Jul 28, 2026
Abound Wealth Management History No change 43 27 0.01% 0.01% 1172 0 0.0% Q2 2026 Jul 10, 2026
Nemes Rush Group LLC History No change 42 26 0.0% 0.0% 1173 0 0.0% Q2 2026 Aug 14, 2026
Kiker Wealth Management, LLC History No change 40 25 0.01% 0.01% 1174 0 0.0% Q2 2026 Jul 30, 2026
Coston, McIsaac & Partners History No change 36 23 0.0% 0.0% 1175 0 0.0% Q2 2026 Aug 12, 2026
Financial Life Planners History No change 36 23 0.01% 0.01% 1176 0 0.0% Q2 2026 Jul 21, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 34 21 0.01% 0.01% 1177 0 0.0% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 31 20 0.0% 0.0% 1178 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 30 19 0.0% 0.0% 1179 0 0.0% Q2 2026 Aug 11, 2026
Princeton Global Asset Management LLC History No change 30 19 0.0% 0.0% 1180 0 0.0% Q2 2026 Jul 16, 2026
Gen-Wealth Partners Inc History No change 30 19 0.01% 0.01% 1181 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 30 19 0.01% 0.01% 1182 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History New 33 18 0.0% — 1183 +33 New Q3 2026 Oct 06, 2026
Fortis Group Advisors, LLC History No change 28 17 0.0% 0.0% 1184 0 0.0% Q2 2026 Jul 24, 2026
FIRST UNITED BANK & TRUST History No change 25 16 0.0% 0.0% 1185 0 0.0% Q2 2026 Jul 20, 2026
Biltmore Family Office, LLC History No change 25 16 0.0% 0.0% 1186 0 0.0% Q2 2026 Aug 12, 2026
Central Pacific Bank - Trust Division History No change 29 16 0.0% 0.0% 1187 0 0.0% Q3 2026 Oct 05, 2026
Glen Eagle Advisors, LLC History No change 25 16 0.0% 0.0% 1188 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History No change 23 14 0.04% 0.04% 1189 0 0.0% Q2 2026 Aug 04, 2026
Beaird Harris Wealth Management, LLC History No change 23 14 0.0% 0.0% 1190 0 0.0% Q2 2026 Jul 08, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 21 13 0.0% 0.0% 1191 0 0.0% Q2 2026 Jul 21, 2026
Sawyer & Company, Inc History No change 21 13 0.0% 0.0% 1192 0 0.0% Q2 2026 Jul 23, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 20 12 0.0% 0.0% 1193 0 0.0% Q2 2026 Jul 21, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 18 11 0.0% 0.0% 1194 0 0.0% Q2 2026 Jul 14, 2026
BOKF, NA History No change 17 10 0.0% 0.0% 1195 0 0.0% Q2 2026 Aug 10, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 17 10 0.01% 0.01% 1196 0 0.0% Q2 2026 Aug 04, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 16 10 0.01% 0.01% 1197 0 0.0% Q2 2026 Aug 05, 2026
BLUELINE ADVISORS LLC History No change 48 10 0.01% 0.01% 1198 0 0.0% Q2 2026 Jul 27, 2026
NBH Bank History No change 16 10 0.0% 0.0% 1199 0 0.0% Q2 2026 Aug 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 15 9 0.01% 0.01% 1200 0 0.0% Q2 2026 Jul 24, 2026
CrossGen Wealth, LLC History No change 15 9 0.01% 0.01% 1201 0 0.0% Q2 2026 Jul 24, 2026
Monetary Solutions, Ltd History No change 15 9 0.01% 0.01% 1202 0 0.0% Q2 2026 Jul 23, 2026
Johnson Financial Group, Inc. History No change 14 8 0.0% 0.0% 1203 0 0.0% Q2 2026 Aug 10, 2026
Financially Speaking Inc History No change 25 8 0.04% 0.04% 1204 0 0.0% Q2 2026 Jul 27, 2026
Winch Advisory Services, LLC History No change 12 7 0.0% 0.0% 1205 0 0.0% Q2 2026 Aug 06, 2026
Noble Wealth Management PBC History No change 14 7 0.0% 0.0% 1206 0 0.0% Q3 2026 Oct 01, 2026
Rossby Financial, LCC History No change 11 7 0.0% 0.0% 1207 0 0.0% Q2 2026 Aug 04, 2026
Wagner Wealth Management, LLC History No change 10 6 0.0% 0.0% 1208 0 0.0% Q2 2026 Jul 24, 2026
ST GERMAIN D J CO INC History No change 9 5 0.0% 0.0% 1209 0 0.0% Q2 2026 Jul 21, 2026
CKW FINANCIAL GROUP History No change 8 5 0.0% 0.0% 1210 0 0.0% Q2 2026 Jul 24, 2026
NVWM, LLC History No change 9 5 0.0% 0.0% 1211 0 0.0% Q2 2026 Jul 28, 2026
Markowski Investments History No change 9 5 0.0% 0.0% 1212 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 6 3 0.0% 0.0% 1213 0 0.0% Q2 2026 Aug 05, 2026
Bollard Group LLC History No change 5 3 0.0% 0.0% 1214 0 0.0% Q2 2026 Aug 12, 2026
BFSG, LLC History No change 5 3 0.0% 0.0% 1215 0 0.0% Q2 2026 Jul 20, 2026
Banque Cantonale Vaudoise History No change 5,642 3 0.0% 0.0% 1216 0 0.0% Q2 2026 Jul 31, 2026
XP Advisory US, Inc. History No change 5 3 0.0% 0.0% 1217 0 0.0% Q2 2026 Jul 30, 2026
Aspect Partners, LLC History No change 4 2 0.0% 0.0% 1218 0 0.0% Q2 2026 Jul 16, 2026
SouthState Bank Corp History No change 2 1 0.0% 0.0% 1219 0 0.0% Q2 2026 Aug 06, 2026
ALBION FINANCIAL GROUP /UT History No change 2 1 0.0% 0.0% 1220 0 0.0% Q2 2026 Jul 22, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 1 1 0.0% 0.0% 1221 0 0.0% Q2 2026 Aug 18, 2026
Hurley Capital, LLC History No change 3 1 0.0% 0.0% 1222 0 0.0% Q2 2026 Aug 10, 2026
Allied Private Wealth LLC History No change 3 1 0.0% 0.0% 1223 0 0.0% Q2 2026 Jul 09, 2026
Paladin Partners, LLC History Closed out 0 0 — 0.04% — -85 -100.0% Q3 2026 Oct 06, 2026
Financial Gravity Companies, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
FNY Investment Advisers, LLC History No change 200 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Imprint Wealth LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Napier Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Harborfront Financial Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026