iSHARES TRUST - STIP

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 44,245,089 4,520,078 0.07% 0.07% 1 0 0.0% Q2 2026 Aug 07, 2026
Betterment LLC History No change 4,553,816 465,218 0.79% 0.79% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 4,133,408 422,268 0.09% 0.09% 3 0 0.0% Q2 2026 Aug 07, 2026
Modera Wealth Management, LLC History No change 2,554,931 261,011 2.78% 2.78% 4 0 0.0% Q2 2026 Aug 03, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,522,612 257,710 3.84% 3.84% 5 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 2,250,138 229,874 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,995,879 203,898 0.05% 0.05% 7 0 0.0% Q2 2026 Sep 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,860,288 190,046 2.38% 2.38% 8 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,553,079 158,662 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History No change 1,511,194 154,384 4.95% 4.95% 10 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 1,437,435 146,848 0.13% 0.13% 11 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 1,322,733 135,130 2.56% 2.56% 12 0 0.0% Q2 2026 Jul 09, 2026
Farther Finance Advisors, LLC History Added to 1,278,077 127,424 0.9% 0.89% 13 +159,586 14.27% Q3 2026 Oct 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,213,731 123,994 0.57% 0.57% 14 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,108,855 113,182 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,086,681 111,069 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 12, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 1,014,965 103,688 3.66% 3.66% 17 0 0.0% Q2 2026 Aug 13, 2026
SCS Capital Management LLC History No change 989,768 101,114 0.96% 0.96% 18 0 0.0% Q2 2026 Aug 06, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 964,676 98,551 1.17% 1.17% 19 0 0.0% Q2 2026 Aug 06, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 938,761 95,903 9.1% 9.1% 20 0 0.0% Q2 2026 Jul 09, 2026
Tortoise Investment Management, LLC History No change 900,987 92,044 6.86% 6.86% 21 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 863,944 88,260 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 860,000 87,857 0.11% 0.11% 23 0 0.0% Q2 2026 Aug 19, 2026
Destination Wealth Management History No change 846,480 86,476 2.02% 2.02% 24 0 0.0% Q2 2026 Aug 14, 2026
MASECO LLP History No change 800,732 81,778 2.3% 2.3% 25 0 0.0% Q2 2026 Aug 05, 2026
M. Kulyk & Associates, LLC History No change 771,097 78,775 12.85% 12.85% 26 0 0.0% Q2 2026 Aug 07, 2026
Haverford Trust Co History No change 728,697 74,443 0.64% 0.64% 27 0 0.0% Q2 2026 Aug 12, 2026
Abacus Planning Group, Inc. History No change 705,445 72,068 8.91% 8.91% 28 0 0.0% Q2 2026 Jul 20, 2026
STATE STREET CORP History No change 665,185 67,955 0.0% 0.0% 29 0 0.0% Q2 2026 Sep 22, 2026
Dynasty Wealth Management, LLC History No change 664,407 67,875 0.5% 0.5% 30 0 0.0% Q2 2026 Aug 13, 2026
Quotient Wealth Partners, LLC History No change 649,411 66,343 1.57% 1.57% 31 0 0.0% Q2 2026 Aug 03, 2026
Kestra Investment Management, LLC History No change 627,164 64,071 1.24% 1.24% 32 0 0.0% Q2 2026 Aug 05, 2026
KEATING INVESTMENT COUNSELORS INC History No change 623,779 63,725 17.5% 17.5% 33 0 0.0% Q2 2026 Jul 16, 2026
Beacon Pointe Advisors, LLC History No change 617,519 63,085 0.29% 0.29% 34 0 0.0% Q2 2026 Aug 18, 2026
WELLS FARGO & COMPANY/MN History No change 614,427 62,769 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 595,739 60,860 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 12, 2026
3EDGE Asset Management, LP History No change 546,891 55,870 2.49% 2.49% 37 0 0.0% Q2 2026 Jul 27, 2026
MARTIN & CO INC /TN/ History No change 537,540 54,915 8.58% 8.58% 38 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 527,294 53,868 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 512,062 51,730 0.27% 0.27% 40 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 502,009 51,285 1.06% 1.06% 41 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 494,193 50,486 0.19% 0.19% 42 0 0.0% Q2 2026 Aug 14, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 472,277 48,247 7.6% 7.6% 43 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 470,685 48,085 0.14% 0.14% 44 0 0.0% Q2 2026 Aug 12, 2026
LVW Advisors, LLC History No change 431,464 44,078 3.81% 3.81% 45 0 0.0% Q2 2026 Jul 15, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 416,939 42,594 2.08% 2.08% 46 0 0.0% Q2 2026 Jul 28, 2026
ALTFEST L J & CO INC History No change 401,268 40,993 3.98% 3.98% 47 0 0.0% Q2 2026 Jul 30, 2026
GOLDMAN SACHS GROUP INC History No change 369,657 37,764 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Austin Asset Management Co Inc History No change 356,912 36,462 5.08% 5.08% 49 0 0.0% Q2 2026 Jul 31, 2026
ROYAL BANK OF CANADA History No change 340,403 34,776 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
Alpine Bank Wealth Management History No change 339,975 34,731 4.46% 4.46% 51 0 0.0% Q2 2026 Aug 07, 2026
CENTRAL TRUST Co History No change 328,813 33,591 0.61% 0.61% 52 0 0.0% Q2 2026 Jul 31, 2026
Kestra Advisory Services, LLC History No change 326,147 33,319 0.11% 0.11% 53 0 0.0% Q2 2026 Jul 28, 2026
Kelman-Lazarov, Inc. History No change 320,695 32,762 4.29% 4.29% 54 0 0.0% Q2 2026 Aug 10, 2026
AMJ Financial Wealth Management History No change 314,997 32,580 7.68% 7.68% 55 0 0.0% Q2 2026 Aug 10, 2026
Mirae Asset Global Investments Co., Ltd. History No change 315,658 32,247 0.05% 0.05% 56 0 0.0% Q2 2026 Jul 22, 2026
SYON CAPITAL LLC History No change 315,195 32,200 1.4% 1.4% 57 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 309,836 32,043 0.53% 0.53% 58 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 313,586 32,035 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 308,643 31,530 0.31% 0.31% 60 0 0.0% Q2 2026 Aug 05, 2026
Opus Capital Group, LLC History No change 292,799 29,912 2.9% 2.9% 61 0 0.0% Q2 2026 Jul 31, 2026
Modern Wealth Management, LLC History No change 290,562 29,683 0.35% 0.35% 62 0 0.0% Q2 2026 Aug 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 288,636 29,487 1.76% 1.76% 63 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 268,853 27,466 0.13% 0.13% 64 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 271,584 27,455 0.08% 0.08% 65 0 0.0% Q2 2026 Aug 10, 2026
SUMMITRY LLC History No change 268,602 27,440 0.9% 0.9% 66 0 0.0% Q2 2026 Jul 21, 2026
DDFG, Inc History No change 268,165 27,395 5.44% 5.44% 67 0 0.0% Q2 2026 Jul 28, 2026
Seneca Financial Advisors LLC History No change 262,884 26,856 6.97% 6.97% 68 0 0.0% Q2 2026 Jul 27, 2026
Capital Advantage, Inc. History No change 258,789 26,437 3.23% 3.23% 69 0 0.0% Q2 2026 Jul 13, 2026
MML INVESTORS SERVICES, LLC History No change 257,510 26,307 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 07, 2026
ROCKLAND TRUST CO History Added to 260,716 25,993 0.99% 1.01% 71 +8,700 3.45% Q3 2026 Oct 05, 2026
ProVise Management Group, LLC History No change 251,467 25,689 1.72% 1.72% 72 0 0.0% Q2 2026 Aug 03, 2026
HighTower Advisors, LLC History No change 248,228 25,358 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 243,750 24,901 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 13, 2026
Walker Financial Services, Inc. History No change 241,916 24,714 7.64% 7.64% 75 0 0.0% Q2 2026 Jul 15, 2026
Astoria Strategic Wealth, Inc. History No change 234,927 24,000 5.48% 5.48% 76 0 0.0% Q2 2026 Jul 16, 2026
OSAIC HOLDINGS, INC. History No change 230,807 23,585 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 14, 2026
NorthCoast Asset Management LLC History No change 230,741 23,572 0.52% 0.52% 78 0 0.0% Q2 2026 Aug 12, 2026
Stordahl Capital Management, Inc. History No change 226,904 23,180 4.25% 4.25% 79 0 0.0% Q2 2026 Jul 14, 2026
Integrated Wealth Concepts LLC History No change 218,961 22,369 0.15% 0.15% 80 0 0.0% Q2 2026 Sep 08, 2026
Cambridge Investment Research Advisors, Inc. History No change 212,741 21,734 0.05% 0.05% 81 0 0.0% Q2 2026 Jul 27, 2026
Pure Financial Advisors, LLC History No change 212,089 21,667 0.28% 0.28% 82 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 212,088 21,666 0.31% 0.31% 83 0 0.0% Q2 2026 Aug 11, 2026
SoundView Advisors Inc. History No change 209,701 21,423 6.98% 6.98% 84 0 0.0% Q2 2026 Jul 31, 2026
Parcion Private Wealth LLC History No change 208,243 21,274 1.18% 1.18% 85 0 0.0% Q2 2026 Jul 27, 2026
Estate Counselors, LLC History No change 205,090 20,951 1.8% 1.8% 86 0 0.0% Q2 2026 Aug 07, 2026
Amplius Wealth Advisors, LLC History No change 200,597 20,493 1.5% 1.5% 87 0 0.0% Q2 2026 Jul 17, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 198,408 20,269 2.64% 2.64% 88 0 0.0% Q2 2026 Jul 20, 2026
Alesco Advisors, LLC, An ESL Co History No change 194,533 19,873 0.46% 0.46% 89 0 0.0% Q2 2026 Aug 05, 2026
Ancora Advisors LLC History No change 193,971 19,816 0.38% 0.38% 90 0 0.0% Q2 2026 Aug 14, 2026
Portland Global Advisors LLC History No change 192,435 19,659 1.87% 1.87% 91 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 188,071 19,213 3.12% 3.12% 92 0 0.0% Q2 2026 Aug 05, 2026
KWMG, LLC History Added to 192,237 19,165 1.38% 1.33% 93 +12,096 6.71% Q3 2026 Oct 07, 2026
Main Management Fund Advisors LLC History No change 184,051 18,803 1.33% 1.33% 94 0 0.0% Q2 2026 Aug 14, 2026
Stadion Money Management, LLC History No change 180,704 18,286 1.58% 1.58% 95 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 178,686 18,254 0.52% 0.52% 96 0 0.0% Q2 2026 Aug 03, 2026
STIFEL FINANCIAL CORP History No change 174,612 17,837 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 175,966 17,800 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 171,555 17,526 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 216,268 17,446 0.03% 0.03% 100 0 0.0% Q2 2026 Jul 15, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 170,049 17,372 5.12% 5.12% 101 0 0.0% Q2 2026 Aug 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 169,160 17,281 0.25% 0.25% 102 0 0.0% Q2 2026 Jul 14, 2026
Concurrent Investment Advisors, LLC History No change 167,928 17,155 0.15% 0.15% 103 0 0.0% Q2 2026 Jul 27, 2026
Bank of New York Mellon Corp History No change 167,643 17,126 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 06, 2026
Northland Capital Management LLC History No change 164,032 16,757 9.03% 9.03% 105 0 0.0% Q2 2026 Jul 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 161,009 16,445 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 156,015 15,938 0.17% 0.17% 107 0 0.0% Q2 2026 Aug 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 154,790 15,813 0.58% 0.58% 108 0 0.0% Q2 2026 Jul 21, 2026
AJ Advisors, LLC History No change 153,718 15,703 4.88% 4.88% 109 0 0.0% Q2 2026 Jul 23, 2026
Collaborative Wealth Managment Inc. History No change 147,846 15,103 6.33% 6.33% 110 0 0.0% Q2 2026 Aug 05, 2026
American Money Management, LLC History No change 144,295 14,741 2.11% 2.11% 111 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 141,936 14,500 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 05, 2026
Amundi History No change 138,000 14,098 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 134,390 13,729 0.09% 0.09% 114 0 0.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 134,315 13,721 0.91% 0.91% 115 0 0.0% Q2 2026 Jul 29, 2026
Park Edge Advisors, LLC History No change 134,243 13,714 2.89% 2.89% 116 0 0.0% Q2 2026 Jul 10, 2026
Galvin, Gaustad & Stein, LLC History Reduced 135,593 13,518 1.02% 1.03% 117 -1,442 -1.05% Q3 2026 Oct 08, 2026
Discipline Wealth Solutions, LLC History No change 131,643 13,448 1.17% 1.17% 118 0 0.0% Q2 2026 Jul 21, 2026
OneDigital Investment Advisors LLC History No change 131,609 13,445 0.11% 0.11% 119 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 129,075 13,186 0.1% 0.1% 120 0 0.0% Q2 2026 Aug 14, 2026
MCMORGAN & CO LLC History No change 128,819 13,160 1.98% 1.98% 121 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 128,116 13,088 0.46% 0.46% 122 0 0.0% Q2 2026 Aug 13, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 126,776 12,951 4.37% 4.37% 123 0 0.0% Q2 2026 Jul 21, 2026
Family Legacy Financial Solutions, LLC History Added to 128,404 12,801 7.41% 7.16% 124 +13,522 11.77% Q3 2026 Oct 07, 2026
Corient Private Wealth LP History No change 122,705 12,535 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 27, 2026
GUGGENHEIM CAPITAL LLC History No change 116,210 11,872 0.07% 0.07% 126 0 0.0% Q2 2026 Aug 12, 2026
Elm Partners Management LLC History No change 115,464 11,795 0.35% 0.35% 127 0 0.0% Q2 2026 Oct 07, 2026
Ethos Financial Group, LLC History No change 116,299 11,793 0.79% 0.79% 128 0 0.0% Q2 2026 Aug 07, 2026
Prasad Wealth Partners, LLC History No change 115,320 11,781 2.83% 2.83% 129 0 0.0% Q2 2026 Jul 29, 2026
Holcombe Financial, Inc. History No change 114,138 11,660 6.58% 6.58% 130 0 0.0% Q2 2026 Jul 13, 2026
Talon Private Wealth, LLC History No change 112,479 11,490 1.34% 1.34% 131 0 0.0% Q2 2026 Sep 11, 2026
FIRST NATIONAL TRUST CO History No change 111,050 11,344 0.39% 0.39% 132 0 0.0% Q2 2026 Jul 30, 2026
Greenwich Wealth Management LLC History No change 109,741 11,211 0.41% 0.41% 133 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 108,605 11,095 0.06% 0.06% 134 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 108,246 11,058 0.18% 0.18% 135 0 0.0% Q2 2026 Jul 31, 2026
Financial Plan, Inc. History No change 104,859 10,712 1.02% 1.02% 136 0 0.0% Q2 2026 Aug 14, 2026
FLC Capital Advisors History No change 104,401 10,665 1.72% 1.72% 137 0 0.0% Q2 2026 Jul 20, 2026
COURIER CAPITAL LLC History No change 103,542 10,577 0.53% 0.53% 138 0 0.0% Q2 2026 Jul 16, 2026
Greenline Partners, LLC History No change 102,861 10,508 1.07% 1.07% 139 0 0.0% Q2 2026 Aug 14, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 101,813 10,401 2.78% 2.78% 140 0 0.0% Q2 2026 Jul 16, 2026
Columbus Macro, LLC History No change 101,409 10,359 1.01% 1.01% 141 0 0.0% Q2 2026 Jul 22, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 98,340 10,046 0.14% 0.14% 142 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 98,000 10,011 0.01% 0.01% 143 0 0.0% Q2 2026 Sep 09, 2026
Brookstone Capital Management History No change 97,597 9,970 0.1% 0.1% 144 0 0.0% Q2 2026 Jul 15, 2026
FIRST HORIZON CORP History No change 97,059 9,915 0.38% 0.38% 145 0 0.0% Q2 2026 Jul 20, 2026
Clear Creek Financial Management, LLC History No change 96,851 9,894 0.64% 0.64% 146 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 96,606 9,869 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 95,428 9,748 0.12% 0.12% 148 0 0.0% Q2 2026 Aug 11, 2026
Prime Buchholz LLC History No change 94,283 9,631 3.47% 3.47% 149 0 0.0% Q2 2026 Aug 13, 2026
Boltwood Capital Management History Added to 94,575 9,429 2.13% 0.78% 150 +61,435 185.38% Q3 2026 Oct 02, 2026
Lutz Financial Services LLC History No change 91,521 9,349 0.57% 0.57% 151 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 91,287 9,325 0.06% 0.06% 152 0 0.0% Q2 2026 Aug 17, 2026
Financial Planning Navigators CORP History No change 91,095 9,306 3.48% 3.48% 153 0 0.0% Q2 2026 Jul 28, 2026
ELEVATE WEALTH ADVISORY, INC History No change 91,045 9,301 5.31% 5.31% 154 0 0.0% Q2 2026 Aug 14, 2026
Trivant Custom Portfolio Group, LLC History No change 90,872 9,286 4.95% 4.95% 155 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 90,552 9,250 0.1% 0.1% 156 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 89,312 9,124 0.2% 0.2% 157 0 0.0% Q2 2026 Aug 13, 2026
Sugar Maple Asset Management, LLC History No change 88,680 9,059 5.84% 5.84% 158 0 0.0% Q2 2026 Jul 28, 2026
Western Reserve Capital Management, LLC History No change 87,778 8,967 6.65% 6.65% 159 0 0.0% Q2 2026 Jul 21, 2026
Envestnet Portfolio Solutions, Inc. History No change 86,146 8,800 0.04% 0.04% 160 0 0.0% Q2 2026 Sep 23, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 84,420 8,416 5.44% 5.32% 161 +5,691 7.23% Q3 2026 Oct 07, 2026
Private Advisory Group LLC History No change 82,255 8,403 0.45% 0.45% 162 0 0.0% Q2 2026 Aug 06, 2026
Equita Financial Network, Inc. History No change 80,871 8,261 2.29% 2.29% 163 0 0.0% Q2 2026 Jul 29, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 80,324 8,205 3.69% 3.69% 164 0 0.0% Q2 2026 Jul 09, 2026
STEPHENS INC /AR/ History No change 79,536 8,125 0.09% 0.09% 165 0 0.0% Q2 2026 Jul 29, 2026
BLAIR WILLIAM & CO/IL History No change 79,189 8,089 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 11, 2026
First Trust Bank, Ltd. History No change 78,354 8,004 16.06% 16.06% 167 0 0.0% Q2 2026 Aug 11, 2026
Alhambra Investment Management LLC History No change 75,763 7,739 3.38% 3.38% 168 0 0.0% Q2 2026 Jul 16, 2026
Sanctuary Advisors, LLC History No change 75,596 7,722 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 75,419 7,704 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 12, 2026
SAX WEALTH ADVISORS, LLC History No change 74,321 7,686 0.31% 0.31% 171 0 0.0% Q2 2026 Jul 09, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 74,752 7,636 1.83% 1.83% 172 0 0.0% Q2 2026 Aug 10, 2026
HOME FEDERAL BANK OF TENNESSEE History No change 73,999 7,559 1.63% 1.63% 173 0 0.0% Q2 2026 Jul 15, 2026
Integris Wealth Management, LLC History No change 73,776 7,536 1.52% 1.52% 174 0 0.0% Q2 2026 Jul 10, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 75,452 7,522 1.07% 0.05% 175 +71,969 2066.29% Q3 2026 Oct 08, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 73,620 7,521 0.01% 0.01% 176 0 0.0% Q2 2026 Jul 29, 2026
Straight Path Wealth Management History No change 70,819 7,234 1.69% 1.69% 177 0 0.0% Q2 2026 Jul 27, 2026
TRUIST FINANCIAL CORP History No change 68,770 7,025 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 28, 2026
Quadcap Wealth Management, LLC History No change 68,447 6,992 0.68% 0.68% 179 0 0.0% Q2 2026 Jul 31, 2026
Mariner, LLC History No change 68,435 6,991 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 13, 2026
Kure Advisory, LLC History Added to 69,559 6,935 3.2% 3.13% 181 +4,932 7.63% Q3 2026 Oct 08, 2026
Perigon Wealth Management, LLC History No change 67,618 6,907 0.11% 0.11% 182 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 67,008 6,845 0.12% 0.12% 183 0 0.0% Q2 2026 Jul 20, 2026
FIRST AMERICAN TRUST, FSB History No change 66,640 6,807 0.41% 0.41% 184 0 0.0% Q2 2026 Aug 10, 2026
Canal Capital Management, LLC History No change 66,354 6,778 0.83% 0.83% 185 0 0.0% Q2 2026 Jul 28, 2026
Kiker Wealth Management, LLC History No change 65,003 6,640 2.59% 2.59% 186 0 0.0% Q2 2026 Jul 30, 2026
LEUTHOLD GROUP, LLC History No change 64,077 6,546 0.66% 0.66% 187 0 0.0% Q2 2026 Aug 04, 2026
Arkadios Wealth Advisors History No change 63,796 6,517 0.1% 0.1% 188 0 0.0% Q2 2026 Aug 10, 2026
City State Bank History No change 63,568 6,494 1.49% 1.49% 189 0 0.0% Q2 2026 Jul 14, 2026
CIBC WORLD MARKET INC. History No change 62,902 6,426 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 61,775 6,310 0.08% 0.08% 191 0 0.0% Q2 2026 Aug 05, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 61,524 6,285 3.2% 3.2% 192 0 0.0% Q2 2026 Jul 20, 2026
B. Riley Wealth Advisors, Inc. History No change 61,329 6,268 0.34% 0.34% 193 0 0.0% Q2 2026 Jul 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 60,941 6,224 0.75% 0.75% 194 0 0.0% Q2 2026 Aug 12, 2026
Fischer Financial Services, Inc. History No change 60,810 6,212 1.56% 1.56% 195 0 0.0% Q2 2026 Aug 11, 2026
Friedenthal Financial History No change 60,547 6,185 2.86% 2.86% 196 0 0.0% Q2 2026 Jul 13, 2026
PARK AVENUE SECURITIES LLC History No change 60,345 6,165 0.04% 0.04% 197 0 0.0% Q2 2026 Jul 20, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 59,736 6,102 2.18% 2.18% 198 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Financial Group, LLC /NE/ History No change 59,141 6,041 3.72% 3.72% 199 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Capital Partners, LLC History No change 58,981 6,025 2.49% 2.49% 200 0 0.0% Q2 2026 Jul 09, 2026
Advisory Services Network, LLC History No change 58,383 5,964 0.07% 0.07% 201 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 57,757 5,900 0.06% 0.06% 202 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD SECURITIES, INC. History No change 56,754 5,797 0.33% 0.33% 203 0 0.0% Q2 2026 Jul 15, 2026
Wealthspire Retirement, LLC History No change 56,382 5,741 0.31% 0.31% 204 0 0.0% Q2 2026 Aug 12, 2026
Indivisible Partners History No change 55,503 5,670 0.32% 0.32% 205 0 0.0% Q2 2026 Aug 04, 2026
Snider Financial Group History No change 55,120 5,631 1.43% 1.43% 206 0 0.0% Q2 2026 Jul 14, 2026
D L CARLSON INVESTMENT GROUP INC History No change 54,997 5,618 0.89% 0.89% 207 0 0.0% Q2 2026 Aug 11, 2026
Performance Wealth Partners, LLC History No change 54,213 5,538 0.14% 0.14% 208 0 0.0% Q2 2026 Aug 07, 2026
Fund Evaluation Group, LLC History No change 53,006 5,415 0.15% 0.15% 209 0 0.0% Q2 2026 Aug 07, 2026
New Capital Management LP History No change 52,036 5,316 1.21% 1.21% 210 0 0.0% Q2 2026 Jul 14, 2026
Altiora Financial Group, LLC History No change 51,816 5,293 0.83% 0.83% 211 0 0.0% Q2 2026 Aug 07, 2026
Slow Capital, Inc. History No change 51,614 5,272 0.62% 0.62% 212 0 0.0% Q2 2026 Jul 22, 2026
SEMITAM BONAM LLC History No change 51,402 5,251 3.86% 3.86% 213 0 0.0% Q2 2026 Jul 24, 2026
Tower Research Capital LLC (TRC) History No change 50,062 5,114 0.13% 0.13% 214 0 0.0% Q2 2026 Aug 11, 2026
WEALTHSPAN PARTNERS, LLC History No change 49,432 5,049 1.59% 1.59% 215 0 0.0% Q2 2026 Aug 06, 2026
Ashton Thomas Private Wealth, LLC History No change 48,677 4,972 0.1% 0.1% 216 0 0.0% Q2 2026 Jul 29, 2026
Stone Summit Wealth LLC History No change 48,521 4,956 1.26% 1.26% 217 0 0.0% Q2 2026 Jul 23, 2026
Brookwood Investment Group LLC History No change 47,845 4,887 0.55% 0.55% 218 0 0.0% Q2 2026 Jul 23, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 47,748 4,877 0.26% 0.26% 219 0 0.0% Q2 2026 Aug 14, 2026
Eagle Wealth Advisors LLC History No change 47,147 4,816 3.67% 3.67% 220 0 0.0% Q2 2026 Jul 13, 2026
Royal Harbor Partners, LLC History No change 46,041 4,703 1.46% 1.46% 221 0 0.0% Q2 2026 Jul 27, 2026
Lake Hills Wealth Management, LLC History Reduced 47,063 4,692 2.16% 2.21% 222 -588 -1.23% Q3 2026 Oct 07, 2026
Copia Wealth Management History No change 45,340 4,631 2.78% 2.78% 223 0 0.0% Q2 2026 Aug 17, 2026
MACKENZIE FINANCIAL CORP History No change 45,000 4,597 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 43,998 4,494 0.03% 0.03% 225 0 0.0% Q2 2026 Jul 20, 2026
NorthCrest Asset Manangement, LLC History No change 44,107 4,470 0.11% 0.11% 226 0 0.0% Q2 2026 Jul 15, 2026
BANK OF MONTREAL /CAN/ History No change 43,737 4,468 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 12, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 43,300 4,423 0.7% 0.7% 228 0 0.0% Q2 2026 Jul 15, 2026
Arcataur Capital Management LLC History No change 43,179 4,411 1.09% 1.09% 229 0 0.0% Q2 2026 Jul 23, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 42,958 4,388 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 42,764 4,365 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 42,714 4,363 0.52% 0.52% 232 0 0.0% Q2 2026 Jul 20, 2026
CFS Investment Advisory Services, LLC History No change 42,646 4,317 0.29% 0.29% 233 0 0.0% Q2 2026 Jul 16, 2026
Greenspring Advisors, LLC History No change 41,403 4,229 0.23% 0.23% 234 0 0.0% Q2 2026 Aug 11, 2026
Dogwood Wealth Management LLC History No change 41,235 4,212 1.66% 1.66% 235 0 0.0% Q2 2026 Jul 06, 2026
Vigilare Wealth Management History No change 41,118 4,200 1.29% 1.29% 236 0 0.0% Q2 2026 Jul 06, 2026
Baird Financial Group, Inc. History No change 40,770 4,165 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 12, 2026
Strategic Blueprint, LLC History No change 40,655 4,153 0.21% 0.21% 238 0 0.0% Q2 2026 Jul 23, 2026
&PARTNERS History No change 40,941 4,150 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 38,810 3,964 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 06, 2026
Ares Financial Consulting, LLC History No change 38,081 3,890 2.79% 2.79% 241 0 0.0% Q2 2026 Jul 09, 2026
Private Advisor Group, LLC History No change 37,781 3,859 0.02% 0.02% 242 0 0.0% Q2 2026 Jul 27, 2026
Hudson Portfolio Management LLC History No change 37,523 3,833 2.9% 2.9% 243 0 0.0% Q2 2026 Aug 12, 2026
Liberty Atlantic Advisors LLC History No change 37,389 3,819 2.75% 2.75% 244 0 0.0% Q2 2026 Jul 21, 2026
Echo45 Advisors LLC History Added to 37,882 3,776 1.72% 1.93% 245 +1,371 3.76% Q3 2026 Oct 07, 2026
Maltin Wealth Management, Inc. History No change 36,814 3,760 1.26% 1.26% 246 0 0.0% Q2 2026 Jul 22, 2026
Brooklyn FI, LLC History No change 36,975 3,745 0.68% 0.68% 247 0 0.0% Q2 2026 Aug 04, 2026
American Wealth Advisors, LLC History No change 36,327 3,711 3.48% 3.48% 248 0 0.0% Q2 2026 Aug 07, 2026
Trilogy Capital Inc. History No change 36,238 3,702 0.14% 0.14% 249 0 0.0% Q2 2026 Jul 02, 2026
Horst & Graben Wealth Management LLC History No change 36,278 3,670 0.48% 0.48% 250 0 0.0% Q2 2026 Jul 22, 2026
Ethos Capital Management, Inc. History No change 34,989 3,574 2.54% 2.54% 251 0 0.0% Q2 2026 Jul 16, 2026
Sigma Planning Corp History No change 34,924 3,567 0.09% 0.09% 252 0 0.0% Q2 2026 Aug 07, 2026
Regal Investment Advisors LLC History No change 34,172 3,490 0.18% 0.18% 253 0 0.0% Q2 2026 Aug 14, 2026
Passive Capital Management, LLC. History No change 33,912 3,472 1.09% 1.09% 254 0 0.0% Q2 2026 Aug 10, 2026
Madden Advisory Services, Inc. History No change 33,682 3,441 1.23% 1.23% 255 0 0.0% Q2 2026 Aug 04, 2026
SOFI WEALTH, LLC History No change 33,591 3,431 0.14% 0.14% 256 0 0.0% Q2 2026 Aug 10, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 33,552 3,427 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 07, 2026
Koss-Olinger Consulting, LLC History No change 33,399 3,412 0.26% 0.26% 258 0 0.0% Q2 2026 Aug 10, 2026
Approach Retirement Advisors, LLC History No change 33,043 3,375 2.45% 2.45% 259 0 0.0% Q2 2026 Jul 15, 2026
Breakwater Capital Group History Added to 33,157 3,305 0.39% 0.4% 260 +452 1.38% Q3 2026 Oct 08, 2026
Elevated Financial Group LLC History No change 32,334 3,303 0.91% 0.91% 261 0 0.0% Q2 2026 Jul 22, 2026
Martin Capital Partners, LLC History Added to 32,509 3,241 1.16% 1.21% 262 +272 0.84% Q3 2026 Oct 07, 2026
Investment Partners Asset Management, Inc. History Added to 32,240 3,214 1.73% 1.69% 263 +2,527 8.5% Q3 2026 Oct 08, 2026
VAN STRUM & TOWNE INC. History No change 31,439 3,211 0.88% 0.88% 264 0 0.0% Q2 2026 Jul 31, 2026
Chesley Taft & Associates LLC History No change 31,375 3,205 0.12% 0.12% 265 0 0.0% Q2 2026 Jul 08, 2026
Trademark Financial Management, LLC History No change 30,900 3,156 1.29% 1.29% 266 0 0.0% Q2 2026 Jul 27, 2026
Winter & Associates, Inc. History No change 30,902 3,156 2.37% 2.37% 267 0 0.0% Q2 2026 Jul 09, 2026
HB Wealth Management, LLC History No change 30,824 3,149 0.02% 0.02% 268 0 0.0% Q2 2026 Jul 29, 2026
Van Hulzen Asset Management, LLC History No change 30,690 3,135 0.22% 0.22% 269 0 0.0% Q2 2026 Aug 13, 2026
Fairway Wealth LLC History No change 30,360 3,101 0.71% 0.71% 270 0 0.0% Q2 2026 Jul 24, 2026
Chicago Partners Investment Group LLC History No change 30,383 3,075 0.06% 0.06% 271 0 0.0% Q2 2026 Jul 29, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 30,037 3,068 0.31% 0.31% 272 0 0.0% Q2 2026 Jul 24, 2026
Carr Financial Group Corp History No change 29,897 3,054 0.7% 0.7% 273 0 0.0% Q2 2026 Aug 06, 2026
CGN Advisors LLC History No change 29,618 3,025 0.22% 0.22% 274 0 0.0% Q2 2026 Jul 06, 2026
FIRST UNITED BANK & TRUST History No change 29,124 2,975 0.86% 0.86% 275 0 0.0% Q2 2026 Jul 20, 2026
Mutual Advisors, LLC History No change 28,647 2,926 0.06% 0.06% 276 0 0.0% Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 28,523 2,913 0.31% 0.31% 277 0 0.0% Q2 2026 Jul 28, 2026
Beckerman Institutional, LLC History No change 28,251 2,886 1.37% 1.37% 278 0 0.0% Q2 2026 Aug 11, 2026
Heck Capital Advisors, LLC History No change 27,546 2,814 0.17% 0.17% 279 0 0.0% Q2 2026 Jul 10, 2026
DMC Group, LLC History No change 27,488 2,808 1.92% 1.92% 280 0 0.0% Q2 2026 Jul 28, 2026
Soltis Investment Advisors LLC History No change 27,454 2,804 0.16% 0.16% 281 0 0.0% Q2 2026 Jul 31, 2026
Edgestream Partners, L.P. History No change 27,318 2,790 0.08% 0.08% 282 0 0.0% Q2 2026 Aug 11, 2026
Sellwood Investment Partners LLC History No change 26,271 2,683 0.95% 0.95% 283 0 0.0% Q2 2026 Jul 27, 2026
Signal Advisors Wealth, LLC History No change 26,135 2,669 0.13% 0.13% 284 0 0.0% Q2 2026 Aug 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 25,819 2,637 0.13% 0.13% 285 0 0.0% Q2 2026 Jul 28, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 25,687 2,624 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 10, 2026
Independent Wealth Network Inc. History No change 25,568 2,612 0.66% 0.66% 287 0 0.0% Q2 2026 Jul 20, 2026
LifeGuide Financial Advisors, LLC History No change 25,490 2,604 0.74% 0.74% 288 0 0.0% Q2 2026 Jul 09, 2026
CAPTRUST FINANCIAL ADVISORS History No change 25,324 2,587 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
Atlatl Advisers LLC History No change 25,228 2,577 0.61% 0.61% 290 0 0.0% Q2 2026 Jul 22, 2026
Godfrey Financial Associates, Inc. History No change 25,109 2,565 1.96% 1.96% 291 0 0.0% Q2 2026 Aug 11, 2026
Ignite Planners, LLC History No change 24,777 2,538 0.35% 0.35% 292 0 0.0% Q2 2026 Jul 23, 2026
Aptus Capital Advisors, LLC History No change 24,654 2,518 0.02% 0.02% 293 0 0.0% Q2 2026 Aug 12, 2026
Alpha Omega Wealth Management LLC History No change 24,579 2,511 0.38% 0.38% 294 0 0.0% Q2 2026 Jul 20, 2026
Atria Investments, Inc History No change 24,509 2,503 0.03% 0.03% 295 0 0.0% Q2 2026 Jul 28, 2026
Traub Capital Management LLC History No change 23,947 2,446 2.18% 2.18% 296 0 0.0% Q2 2026 Jul 23, 2026
Mendota Financial Group, LLC History Added to 24,492 2,441 1.51% 1.34% 297 +3,301 15.58% Q3 2026 Oct 07, 2026
Blue Edge Capital, LLC History No change 23,788 2,430 0.29% 0.29% 298 0 0.0% Q2 2026 Aug 14, 2026
Portland Financial Advisors Inc History No change 23,173 2,367 4.32% 4.32% 299 0 0.0% Q2 2026 Aug 10, 2026
Portside Wealth Group, LLC History No change 23,107 2,360 0.27% 0.27% 300 0 0.0% Q2 2026 Jul 14, 2026
CITIGROUP INC History No change 23,031 2,352 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 03, 2026
Montecito Bank & Trust History No change 23,470 2,339 0.35% 0.36% 302 0 0.0% Q3 2026 Oct 01, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 23,412 2,334 0.2% 0.27% 303 -7,637 -24.6% Q3 2026 Oct 07, 2026
Vise Technologies, Inc. History No change 22,837 2,332 0.03% 0.03% 304 0 0.0% Q2 2026 Aug 10, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 22,800 2,329 0.14% 0.14% 305 0 0.0% Q2 2026 Aug 07, 2026
Revisor Wealth Management LLC History No change 22,063 2,253 0.54% 0.54% 306 0 0.0% Q2 2026 Jul 21, 2026
Peak Financial Management, Inc. History No change 21,949 2,242 0.51% 0.51% 307 0 0.0% Q2 2026 Jul 20, 2026
VISIONARY HORIZONS, LLC History No change 21,943 2,241 0.94% 0.94% 308 0 0.0% Q2 2026 Jul 16, 2026
Fermata Advisors, LLC History No change 21,826 2,229 0.45% 0.45% 309 0 0.0% Q2 2026 Jul 07, 2026
Sharper & Granite LLC History No change 21,672 2,214 0.69% 0.69% 310 0 0.0% Q2 2026 Jul 16, 2026
AMARA FINANCIAL, LLC. History No change 21,152 2,160 1.29% 1.29% 311 0 0.0% Q2 2026 Aug 07, 2026
Belpointe Asset Management LLC History No change 21,110 2,156 0.07% 0.07% 312 0 0.0% Q2 2026 Jul 31, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 21,101 2,155 0.66% 0.66% 313 0 0.0% Q2 2026 Jul 22, 2026
SEEDS INVESTOR LLC History No change 20,717 2,116 0.22% 0.22% 314 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL PLC History No change 20,630 2,107 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 20,622 2,106 0.03% 0.03% 316 0 0.0% Q2 2026 Aug 06, 2026
Independent Family Office, LLC History No change 20,570 2,101 0.84% 0.84% 317 0 0.0% Q2 2026 Aug 11, 2026
Roundview Capital LLC History No change 20,431 2,087 0.11% 0.11% 318 0 0.0% Q2 2026 Jul 30, 2026
MUSTICO FINANCIAL GROUP, INC. History No change 20,567 2,086 1.35% 1.35% 319 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 20,373 2,081 0.0% 0.0% 320 0 0.0% Q2 2026 Sep 02, 2026
Willow Creek Capital Management, Inc. History No change 20,021 2,045 1.99% 1.99% 321 0 0.0% Q2 2026 Sep 08, 2026
Paladin Advisory Group, LLC History No change 19,871 2,030 1.35% 1.35% 322 0 0.0% Q2 2026 Jul 28, 2026
21 West Wealth Management LLC History No change 19,779 2,020 1.73% 1.73% 323 0 0.0% Q2 2026 Jul 13, 2026
GUIDANCE CAPITAL, INC History No change 19,710 1,996 0.43% 0.43% 324 0 0.0% Q2 2026 Jul 20, 2026
Heritage Investment Group, Inc. History No change 19,415 1,983 0.27% 0.27% 325 0 0.0% Q2 2026 Jul 29, 2026
One Wealth Map LLC History No change 19,534 1,980 0.9% 0.9% 326 0 0.0% Q2 2026 Jul 30, 2026
Vestmark Advisory Solutions, Inc. History No change 19,320 1,973 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 19,162 1,957 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 13, 2026
Tyche Wealth Partners LLC History No change 19,099 1,951 0.27% 0.27% 329 0 0.0% Q2 2026 Aug 06, 2026
Bell Investment Advisors, Inc History No change 19,061 1,947 0.29% 0.29% 330 0 0.0% Q2 2026 Aug 06, 2026
Capasso Planning Partners LLC History No change 18,995 1,940 0.97% 0.97% 331 0 0.0% Q2 2026 Aug 18, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 18,924 1,933 0.2% 0.2% 332 0 0.0% Q2 2026 Sep 02, 2026
EQ WEALTH ADVISORS, LLC History No change 18,581 1,898 1.04% 1.04% 333 0 0.0% Q2 2026 Jul 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 18,551 1,895 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 14, 2026
Financial & Tax Architects, LLC History No change 18,453 1,885 0.4% 0.4% 335 0 0.0% Q2 2026 Jul 23, 2026
SeedSafe Financial LLC History No change 18,325 1,872 1.35% 1.35% 336 0 0.0% Q2 2026 Aug 12, 2026
Virtus Family Office LLC History No change 17,903 1,828 1.45% 1.45% 337 0 0.0% Q2 2026 Aug 03, 2026
Savvy Advisors, Inc. History No change 17,833 1,821 0.04% 0.04% 338 0 0.0% Q2 2026 Aug 03, 2026
Focus Financial Network, Inc. History No change 17,799 1,818 0.06% 0.06% 339 0 0.0% Q2 2026 Jul 09, 2026
ASSETMARK, INC History No change 17,769 1,815 0.0% 0.0% 340 0 0.0% Q2 2026 Jul 30, 2026
CHOREO, LLC History No change 16,784 1,714 0.02% 0.02% 341 0 0.0% Q2 2026 Aug 04, 2026
McCartney Wealth Management LLC History No change 16,643 1,700 1.29% 1.29% 342 0 0.0% Q2 2026 Aug 03, 2026
Marotta Asset Management History Added to 17,033 1,698 0.29% 0.24% 343 +2,724 19.04% Q3 2026 Oct 02, 2026
Sowell Financial Services LLC History No change 16,610 1,696 0.06% 0.06% 344 0 0.0% Q2 2026 Jul 17, 2026
FIFTH THIRD BANCORP History No change 16,595 1,695 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 05, 2026
BridgePort Financial Solutions, LLC History No change 16,582 1,694 0.43% 0.43% 346 0 0.0% Q2 2026 Jul 24, 2026
Successful Portfolios LLC History Added to 16,932 1,692 0.78% 0.8% 347 +29 0.17% Q3 2026 Oct 09, 2026
ROBERTS GLORE & CO INC /IL/ History No change 16,194 1,654 0.41% 0.41% 348 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO History No change 15,971 1,618 0.02% 0.02% 349 0 0.0% Q2 2026 Jul 27, 2026
MONTAG A & ASSOCIATES INC History No change 15,749 1,608 0.07% 0.07% 350 0 0.0% Q2 2026 Aug 05, 2026
INTEGRITY ALLIANCE, LLC. History No change 15,625 1,596 0.05% 0.05% 351 0 0.0% Q2 2026 Jul 31, 2026
JPL Wealth Management, LLC History No change 15,482 1,581 0.31% 0.31% 352 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 15,133 1,545 0.02% 0.02% 353 0 0.0% Q2 2026 Jul 28, 2026
Prosperity Planning, Inc. History Reduced 15,475 1,542 0.34% 0.36% 354 -25 -0.16% Q3 2026 Oct 08, 2026
Prospera Financial Services Inc History No change 15,046 1,537 0.02% 0.02% 355 0 0.0% Q2 2026 Jul 15, 2026
Vertex Planning Partners, LLC History No change 15,000 1,532 0.23% 0.23% 356 0 0.0% Q2 2026 Aug 14, 2026
PKS Advisory Services, LLC History No change 14,978 1,530 0.24% 0.24% 357 0 0.0% Q2 2026 Aug 04, 2026
Scissortail Wealth Management, LLC History No change 14,960 1,528 0.29% 0.29% 358 0 0.0% Q2 2026 Aug 05, 2026
Tennessee Valley Asset Management Partners History No change 14,760 1,507 0.17% 0.17% 359 0 0.0% Q2 2026 Aug 10, 2026
Rathbones Group PLC History No change 14,313 1,462 0.01% 0.01% 360 0 0.0% Q2 2026 Jul 23, 2026
Kingsview Wealth Management, LLC History No change 14,248 1,455 0.02% 0.02% 361 0 0.0% Q2 2026 Aug 18, 2026
Intentional Wealth Strategies, LLC History No change 14,222 1,452 1.36% 1.36% 362 0 0.0% Q2 2026 Jul 28, 2026
Advus Financial Partners, LLC History No change 13,938 1,423 0.41% 0.41% 363 0 0.0% Q2 2026 Oct 02, 2026
Tidal Investments LLC History No change 13,841 1,413 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 13, 2026
CAMDEN NATIONAL BANK History No change 13,823 1,412 0.18% 0.18% 365 0 0.0% Q2 2026 Jul 31, 2026
Encompass More Asset Management History No change 13,816 1,411 0.21% 0.21% 366 0 0.0% Q2 2026 Jul 14, 2026
Stillwater Private Wealth, LLC History No change 14,005 1,409 0.92% 0.92% 367 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 13,786 1,408 0.04% 0.04% 368 0 0.0% Q2 2026 Jul 13, 2026
TAGStone Capital, Inc. History No change 13,781 1,407 0.45% 0.45% 369 0 0.0% Q2 2026 Aug 11, 2026
WEALTHGARDEN F.S. LLC History No change 13,588 1,388 0.79% 0.79% 370 0 0.0% Q2 2026 Jul 31, 2026
Balance Wealth Partners LLC History No change 13,406 1,369 0.36% 0.36% 371 0 0.0% Q2 2026 Jul 21, 2026
CARDIFF PARK ADVISORS, LLC History No change 13,292 1,357 0.11% 0.11% 372 0 0.0% Q2 2026 Aug 14, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 13,219 1,350 0.77% 0.77% 373 0 0.0% Q2 2026 Jul 15, 2026
ALKEME WEALTH, LLC History New 13,472 1,343 0.51% — 374 +13,472 New Q3 2026 Oct 07, 2026
SWP FINANCIAL LLC History No change 13,116 1,339 0.62% 0.62% 375 0 0.0% Q2 2026 Jul 24, 2026
HANSEATIC MANAGEMENT SERVICES INC History No change 13,011 1,329 0.98% 0.98% 376 0 0.0% Q2 2026 Aug 07, 2026
Tidemark, LLC History No change 12,953 1,323 0.3% 0.3% 377 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History No change 12,842 1,311 0.03% 0.03% 378 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 12,809 1,308 0.04% 0.04% 379 0 0.0% Q2 2026 Aug 10, 2026
NWAM LLC History No change 12,731 1,300 0.06% 0.06% 380 0 0.0% Q2 2026 Jul 23, 2026
JGP Wealth Management, LLC History No change 12,714 1,298 0.12% 0.12% 381 0 0.0% Q2 2026 Jul 07, 2026
Virtue Capital Management, LLC History No change 12,681 1,295 0.17% 0.17% 382 0 0.0% Q2 2026 Aug 05, 2026
Comprehensive Money Management Services LLC History No change 12,603 1,287 0.81% 0.81% 383 0 0.0% Q2 2026 Aug 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 12,343 1,261 0.09% 0.09% 384 0 0.0% Q2 2026 Aug 03, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 12,317 1,258 0.69% 0.69% 385 0 0.0% Q2 2026 Jul 20, 2026
RDA Financial Network History No change 12,227 1,249 0.27% 0.27% 386 0 0.0% Q2 2026 Jul 06, 2026
GatePass Capital, LLC History No change 12,151 1,241 0.47% 0.47% 387 0 0.0% Q2 2026 Jul 30, 2026
Breakwater Investment Management History No change 12,010 1,226 0.42% 0.42% 388 0 0.0% Q2 2026 Aug 06, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 11,965 1,222 0.73% 0.73% 389 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Management Group, Inc. History No change 11,467 1,171 0.55% 0.55% 390 0 0.0% Q2 2026 Jul 15, 2026
J.W. COLE ADVISORS, INC. History No change 11,408 1,165 0.02% 0.02% 391 0 0.0% Q2 2026 Jul 21, 2026
Brand Asset Management Group, Inc. History No change 11,358 1,160 0.26% 0.26% 392 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 11,262 1,150 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 13, 2026
Good Harbor Advisors, Inc. History No change 11,114 1,135 1.11% 1.11% 394 0 0.0% Q2 2026 Jul 17, 2026
Relyea Zuckerberg Hanson LLC History No change 11,044 1,128 0.09% 0.09% 395 0 0.0% Q2 2026 Jul 16, 2026
Keebeck Wealth Management History No change 10,731 1,096 0.11% 0.11% 396 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History No change 10,631 1,086 0.04% 0.04% 397 0 0.0% Q2 2026 Aug 10, 2026
Gilliland Jeter Wealth Management LLC History No change 10,583 1,081 0.28% 0.28% 398 0 0.0% Q2 2026 Jul 29, 2026
United Asset Strategies, Inc. History No change 10,439 1,066 0.08% 0.08% 399 0 0.0% Q2 2026 Jul 13, 2026
StoneX Group Inc. History No change 10,337 1,055 0.04% 0.04% 400 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 10,309 1,053 0.02% 0.02% 401 0 0.0% Q2 2026 Aug 05, 2026
Curbstone Financial Management Corp History No change 10,300 1,052 0.18% 0.18% 402 0 0.0% Q2 2026 Jul 14, 2026
Canandaigua National Trust Co of Florida History New 10,429 1,039 0.57% — 403 +10,429 New Q3 2026 Oct 07, 2026
Fortis Advisors, LLC History No change 10,136 1,035 0.48% 0.48% 404 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 10,029 1,024 0.02% 0.02% 405 0 0.0% Q2 2026 Aug 14, 2026
TritonPoint Partners, LLC History No change 10,009 1,022 0.08% 0.08% 406 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 9,921 1,013 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 11, 2026
Strathmore Capital Advisors, Inc. History No change 9,987 1,012 0.27% 0.27% 408 0 0.0% Q2 2026 Aug 10, 2026
EVEXIA WEALTH LLC History No change 10,022 1,008 0.27% 0.27% 409 0 0.0% Q2 2026 Aug 07, 2026
Integrated Advisors Network LLC History No change 9,850 1,006 0.05% 0.05% 410 0 0.0% Q2 2026 Aug 11, 2026
Riverbend Wealth Management, LLC History No change 9,854 1,006 0.51% 0.51% 411 0 0.0% Q2 2026 Jul 22, 2026
Empirical Asset Management, LLC History No change 9,735 994 0.22% 0.22% 412 0 0.0% Q2 2026 Aug 10, 2026
One Wealth Advisors, LLC History No change 9,584 979 0.11% 0.11% 413 0 0.0% Q2 2026 Aug 06, 2026
DecisionMap Wealth Management, LLC History No change 9,518 972 0.54% 0.54% 414 0 0.0% Q2 2026 Jul 21, 2026
Advisory Solutions Group, LLC History No change 9,519 972 0.33% 0.33% 415 0 0.0% Q2 2026 Jul 29, 2026
Archer Investment Management, LLC History No change 9,487 969 0.33% 0.33% 416 0 0.0% Q2 2026 Jul 07, 2026
L. Roy Papp & Associates, LLP History No change 9,400 960 0.1% 0.1% 417 0 0.0% Q2 2026 Jul 23, 2026
AQR CAPITAL MANAGEMENT LLC History No change 9,405 960 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Advisors, LLC /UT History No change 9,270 947 0.18% 0.18% 419 0 0.0% Q2 2026 Jul 23, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 9,221 942 0.05% 0.05% 420 0 0.0% Q2 2026 Jul 15, 2026
Midwest Capital Advisors, LLC History No change 9,194 939 0.38% 0.38% 421 0 0.0% Q2 2026 Jul 28, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 9,043 923 0.39% 0.39% 422 0 0.0% Q2 2026 Jul 16, 2026
Private Wealth Management Group, LLC History No change 8,934 912 0.21% 0.21% 423 0 0.0% Q2 2026 Jul 27, 2026
Cascade Financial Partners, LLC History No change 8,830 902 0.08% 0.08% 424 0 0.0% Q2 2026 Aug 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 8,820 901 0.04% 0.04% 425 0 0.0% Q2 2026 Jul 23, 2026
Elevation Capital Advisory, LLC History No change 8,815 900 0.35% 0.35% 426 0 0.0% Q2 2026 Jul 27, 2026
Collier Financial History No change 8,814 900 0.62% 0.62% 427 0 0.0% Q2 2026 Jul 30, 2026
Pettinga Financial Advisors LLC History No change 8,800 898 0.14% 0.14% 428 0 0.0% Q2 2026 Jul 09, 2026
Latitude Advisors, LLC History No change 8,673 886 0.35% 0.35% 429 0 0.0% Q2 2026 Jul 27, 2026
Snowden Capital Advisors LLC History No change 8,630 881 0.02% 0.02% 430 0 0.0% Q2 2026 Aug 13, 2026
First Bank & Trust History No change 8,595 878 0.13% 0.13% 431 0 0.0% Q2 2026 Jul 09, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 8,585 877 0.46% 0.46% 432 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 8,596 871 0.18% 0.18% 433 0 0.0% Q2 2026 Aug 06, 2026
TCI Wealth Advisors, Inc. History No change 8,471 865 0.04% 0.04% 434 0 0.0% Q2 2026 Jul 29, 2026
Topor & Co. Korea History No change 8,423 860 0.68% 0.68% 435 0 0.0% Q2 2026 Jul 08, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 8,247 842 0.24% 0.24% 436 0 0.0% Q2 2026 Jul 24, 2026
Townsend Financial Planning, LLC History No change 8,238 841 0.73% 0.73% 437 0 0.0% Q2 2026 Aug 06, 2026
Advisor OS, LLC History No change 8,200 837 0.06% 0.06% 438 0 0.0% Q2 2026 Aug 05, 2026
Advisor Resource Council History No change 8,219 833 0.23% 0.23% 439 0 0.0% Q2 2026 Jul 28, 2026
Fortitude Family Office, LLC History No change 8,145 832 0.16% 0.16% 440 0 0.0% Q2 2026 Jul 20, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 8,143 831 0.32% 0.32% 441 0 0.0% Q2 2026 Jul 30, 2026
Avant Financial Advisors LLC History No change 8,061 823 0.51% 0.51% 442 0 0.0% Q2 2026 Jul 09, 2026
WealthShield Partners, LLC History No change 8,001 817 0.12% 0.12% 443 0 0.0% Q2 2026 Aug 12, 2026
Trek Financial, LLC History No change 7,960 813 0.04% 0.04% 444 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 7,899 807 0.02% 0.02% 445 0 0.0% Q2 2026 Aug 07, 2026
Gateway Wealth Partners, LLC History No change 7,807 797 0.05% 0.05% 446 0 0.0% Q2 2026 Aug 04, 2026
LaSalle St. Investment Advisors, LLC History No change 7,771 793 0.1% 0.1% 447 0 0.0% Q2 2026 Aug 11, 2026
Rothschild Capital Partners, LLC History No change 7,698 786 0.17% 0.17% 448 0 0.0% Q2 2026 Aug 14, 2026
Stokes Family Office, LLC History No change 7,642 780 0.09% 0.09% 449 0 0.0% Q2 2026 Aug 11, 2026
Matrix Trust Co History Reduced 7,741 772 0.11% 0.12% 450 -482 -5.86% Q3 2026 Oct 07, 2026
Sharkey, Howes & Javer History No change 7,546 770 0.09% 0.09% 451 0 0.0% Q2 2026 Jul 09, 2026
Allworth Financial LP History No change 7,535 769 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 11, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 7,480 764 0.1% 0.1% 453 0 0.0% Q2 2026 Jul 20, 2026
Eagle Bay Advisors LLC History No change 7,456 761 0.57% 0.57% 454 0 0.0% Q2 2026 Aug 03, 2026
Wealthspire Advisors, LLC History No change 7,423 758 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 11, 2026
Security Financial Services, INC. History No change 7,405 756 0.1% 0.1% 456 0 0.0% Q2 2026 Jul 15, 2026
West Wealth Group, LLC History No change 7,336 749 0.12% 0.12% 457 0 0.0% Q2 2026 Aug 06, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 7,268 742 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 13, 2026
Sidoxia Capital Management, LLC History No change 7,226 738 0.54% 0.54% 459 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 7,156 731 0.06% 0.06% 460 0 0.0% Q2 2026 Jul 28, 2026
Oakmont Advisory Group, LLC History No change 7,151 730 0.61% 0.61% 461 0 0.0% Q2 2026 Aug 03, 2026
Factor Wealth Management LTD History Added to 7,317 729 0.11% 0.1% 462 +822 12.66% Q3 2026 Oct 08, 2026
G&S Capital LLC History No change 7,127 728 0.21% 0.21% 463 0 0.0% Q2 2026 Jul 10, 2026
Glass Jacobson Investment Advisors llc History No change 7,114 726 0.23% 0.23% 464 0 0.0% Q2 2026 Jul 30, 2026
PW ADVISORS, LLC \ FL History No change 7,088 724 0.48% 0.48% 465 0 0.0% Q2 2026 Aug 06, 2026
Clarity Asset Management, Inc. History No change 7,074 722 0.35% 0.35% 466 0 0.0% Q2 2026 Jul 16, 2026
RHS Financial, LLC History No change 7,073 722 0.29% 0.29% 467 0 0.0% Q2 2026 Aug 07, 2026
First PREMIER Bank History No change 7,005 716 0.12% 0.12% 468 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Financial Management LLC History No change 7,013 716 0.57% 0.57% 469 0 0.0% Q2 2026 Aug 28, 2026
Disciplined Investments, LLC History No change 6,913 706 0.23% 0.23% 470 0 0.0% Q2 2026 Aug 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 6,892 704 0.03% 0.03% 471 0 0.0% Q2 2026 Aug 14, 2026
New England Private Wealth Advisors LLC History No change 6,869 695 0.07% 0.07% 472 0 0.0% Q2 2026 Aug 04, 2026
Cardinal Strategic Wealth Guidance History No change 6,785 693 0.16% 0.16% 473 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 6,745 688 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 6,699 684 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 6,679 682 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 6,639 678 0.37% 0.37% 477 0 0.0% Q2 2026 Aug 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 6,613 675 0.06% 0.06% 478 0 0.0% Q2 2026 Jul 27, 2026
Robinswood Financial LLC History No change 6,593 673 0.19% 0.19% 479 0 0.0% Q2 2026 Jul 14, 2026
VERITY Wealth Advisors History No change 6,583 672 0.41% 0.41% 480 0 0.0% Q2 2026 Jul 16, 2026
Joseph P. Lucia & Associates, LLC History No change 6,578 672 0.2% 0.2% 481 0 0.0% Q2 2026 Aug 07, 2026
Bucket List Wealth Management, LLC History No change 6,453 659 0.32% 0.32% 482 0 0.0% Q2 2026 Jul 16, 2026
WEALTH ALLIANCE, LLC History No change 6,429 656 0.05% 0.05% 483 0 0.0% Q2 2026 Aug 11, 2026
Arbor Investment Advisors, LLC History No change 6,408 654 0.07% 0.07% 484 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Partners, LTD. History No change 6,395 653 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 6,376 651 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 12, 2026
Triad Wealth Partners, LLC History No change 6,477 651 0.04% 0.04% 487 0 0.0% Q2 2026 Aug 10, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 6,369 650 0.09% 0.09% 488 0 0.0% Q2 2026 Jul 13, 2026
Holos Integrated Wealth LLC History No change 6,418 650 0.3% 0.3% 489 0 0.0% Q2 2026 Jul 15, 2026
Sharp Wealth Advisory, LLC History No change 6,321 645 0.3% 0.3% 490 0 0.0% Q2 2026 Jul 24, 2026
Wedmont Private Capital History Reduced 6,432 644 0.02% 0.02% 491 -743 -10.36% Q3 2026 Oct 09, 2026
ATLAS CAPITAL ADVISORS INC. History No change 6,285 642 0.07% 0.07% 492 0 0.0% Q2 2026 Aug 13, 2026
Smith Partners Wealth Management, LLC History No change 6,262 639 0.51% 0.51% 493 0 0.0% Q2 2026 Aug 10, 2026
BTG Pactual Asset Management US LLC History No change 6,175 638 0.04% 0.04% 494 0 0.0% Q2 2026 Aug 14, 2026
Quadrant Private Wealth Management, LLC History No change 6,250 638 0.14% 0.14% 495 0 0.0% Q2 2026 Jul 30, 2026
Stone House Investment Management, LLC History No change 6,180 631 0.08% 0.08% 496 0 0.0% Q2 2026 Aug 05, 2026
Global Endowment Management, LP History No change 6,151 628 0.06% 0.06% 497 0 0.0% Q2 2026 Aug 14, 2026
McNaughton Wealth Management, LLC History Added to 6,279 626 0.22% 0.21% 498 +448 7.68% Q3 2026 Oct 08, 2026
PFG Investments, LLC History No change 6,114 624 0.02% 0.02% 499 0 0.0% Q2 2026 Jul 23, 2026
Selective Wealth Management, Inc. History No change 6,116 620 0.16% 0.16% 500 0 0.0% Q2 2026 Jul 20, 2026
Buttonwood Financial Group, LLC History No change 6,001 613 0.35% 0.35% 501 0 0.0% Q2 2026 Jul 30, 2026
Geneos Wealth Management Inc. History No change 5,998 612 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 06, 2026
WealthPlan Investment Management, LLC History No change 5,994 612 0.03% 0.03% 503 0 0.0% Q2 2026 Jul 28, 2026
Cadent Capital Advisors, LLC History Reduced 6,034 601 0.13% 0.13% 504 -71 -1.16% Q3 2026 Oct 09, 2026
GREENLEAF TRUST History No change 5,861 598 0.01% 0.01% 505 0 0.0% Q2 2026 Jul 21, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 5,819 594 0.5% 0.5% 506 0 0.0% Q2 2026 Aug 03, 2026
DeLarme Wealth Management, Inc. History No change 5,778 590 0.34% 0.34% 507 0 0.0% Q2 2026 Aug 10, 2026
Thrive Capital Management, LLC History No change 5,742 586 0.11% 0.11% 508 0 0.0% Q2 2026 Aug 05, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 5,731 585 0.47% 0.47% 509 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 5,719 584 0.02% 0.02% 510 0 0.0% Q2 2026 Aug 05, 2026
OneAscent Financial Services LLC History No change 5,724 584 0.03% 0.03% 511 0 0.0% Q2 2026 Aug 11, 2026
Sovran Advisors, LLC History No change 5,760 582 0.04% 0.04% 512 0 0.0% Q2 2026 Jul 29, 2026
Westover Capital Advisors, LLC History No change 5,694 581 0.1% 0.1% 513 0 0.0% Q2 2026 Aug 04, 2026
COREPATH WEALTH PARTNERS LLC History No change 5,720 579 0.36% 0.36% 514 0 0.0% Q2 2026 Jul 09, 2026
Perennial Investment Advisors, LLC History No change 5,634 575 0.04% 0.04% 515 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 5,591 571 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 06, 2026
Main Street Financial Solutions, LLC History No change 5,500 561 0.04% 0.04% 517 0 0.0% Q2 2026 Aug 07, 2026
Cassilly Financial Group LLC History Added to 5,625 560 0.38% 0.34% 518 +1,061 23.25% Q3 2026 Oct 07, 2026
FC Advisory LLC History Added to 5,562 554 0.15% 0.15% 519 +59 1.07% Q3 2026 Oct 05, 2026
RFG Advisory, LLC History No change 5,409 552 0.01% 0.01% 520 0 0.0% Q2 2026 Jul 15, 2026
PRINCIPAL SECURITIES, INC. History No change 5,368 548 0.01% 0.01% 521 0 0.0% Q2 2026 Aug 04, 2026
LaFleur & Godfrey LLC History No change 5,367 548 0.07% 0.07% 522 0 0.0% Q2 2026 Jul 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 5,372 548 0.02% 0.02% 523 0 0.0% Q2 2026 Jul 22, 2026
Fiduciary Alliance LLC History No change 5,357 547 0.04% 0.04% 524 0 0.0% Q2 2026 Jul 20, 2026
Scarborough Advisors, LLC History No change 5,268 539 0.06% 0.06% 525 0 0.0% Q2 2026 Jul 21, 2026
WASHINGTON TRUST Co History No change 5,230 534 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 03, 2026
Synergy Investment Management, LLC History No change 5,221 533 0.13% 0.13% 527 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 5,176 528 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 17, 2026
Hilltop Holdings Inc. History No change 5,151 526 0.04% 0.04% 529 0 0.0% Q2 2026 Aug 13, 2026
EHRLICH FINANCIAL GROUP History No change 5,140 525 0.27% 0.27% 530 0 0.0% Q2 2026 Jul 09, 2026
Stratos Investment Management, LLC History No change 5,095 520 0.02% 0.02% 531 0 0.0% Q2 2026 Aug 11, 2026
Wallace Advisory Group, LLC History No change 5,086 519 0.49% 0.49% 532 0 0.0% Q2 2026 Aug 03, 2026
UPTICK PARTNERS, LLC History No change 5,039 514 0.08% 0.08% 533 0 0.0% Q2 2026 Aug 10, 2026
Marex Group Ltd History No change 5,000 510 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 4,986 509 0.02% 0.02% 535 0 0.0% Q2 2026 Aug 03, 2026
Princeton Global Asset Management LLC History No change 4,973 508 0.07% 0.07% 536 0 0.0% Q2 2026 Jul 16, 2026
BOSTON FAMILY OFFICE LLC History No change 4,949 506 0.03% 0.03% 537 0 0.0% Q2 2026 Aug 12, 2026
RIK SAYLOR FINANCIAL, INC. History No change 4,961 506 0.34% 0.34% 538 0 0.0% Q2 2026 Aug 05, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 4,885 499 0.78% 0.78% 539 0 0.0% Q2 2026 Aug 11, 2026
Town Capital LLC History No change 4,883 498 0.32% 0.32% 540 0 0.0% Q2 2026 Jul 27, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 4,883 498 0.21% 0.21% 541 0 0.0% Q2 2026 Aug 11, 2026
Patten Group, Inc. History No change 4,832 493 0.08% 0.08% 542 0 0.0% Q2 2026 Aug 06, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 4,784 488 0.02% 0.02% 543 0 0.0% Q2 2026 Aug 10, 2026
BOS Asset Management, LLC History Added to 4,859 484 0.11% 0.11% 544 +19 0.39% Q3 2026 Oct 09, 2026
Diversify Advisory Services, LLC History No change 4,793 484 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,793 484 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 29, 2026
Eaton Financial Holdings Company, LLC History No change 4,729 483 0.13% 0.13% 547 0 0.0% Q2 2026 Aug 04, 2026
CENTAURUS FINANCIAL, INC. History No change 4,721 482 0.02% 0.02% 548 0 0.0% Q2 2026 Aug 17, 2026
Western Wealth Management, LLC History No change 4,721 482 0.02% 0.02% 549 0 0.0% Q2 2026 Aug 14, 2026
Ellis Investment Partners, LLC History No change 4,709 481 0.07% 0.07% 550 0 0.0% Q2 2026 Aug 05, 2026
Strategies Wealth Advisors, LLC History No change 4,700 480 0.04% 0.04% 551 0 0.0% Q2 2026 Aug 14, 2026
SigFig Wealth Management, LLC History Added to 4,795 478 0.01% 0.01% 552 +211 4.6% Q3 2026 Oct 07, 2026
Redhawk Wealth Advisors, Inc. History No change 4,661 476 0.05% 0.05% 553 0 0.0% Q2 2026 Jul 09, 2026
Financial Harvest, LLC History No change 4,652 475 0.2% 0.2% 554 0 0.0% Q2 2026 Aug 10, 2026
Blankinship & Foster, LLC History No change 4,648 474 0.1% 0.1% 555 0 0.0% Q2 2026 Jul 30, 2026
Lansing Street Advisors History No change 4,641 474 0.1% 0.1% 556 0 0.0% Q2 2026 Jul 24, 2026
Mountain Capital Investment Advisors Inc. History No change 4,616 471 0.07% 0.07% 557 0 0.0% Q2 2026 Jul 14, 2026
Mayflower Financial Advisors, LLC History No change 4,597 469 0.04% 0.04% 558 0 0.0% Q2 2026 Jul 09, 2026
Lodestone Wealth Management LLC History No change 4,592 469 0.17% 0.17% 559 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 4,577 467 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 03, 2026
Cypress Wealth Services, LLC History No change 4,553 465 0.06% 0.06% 561 0 0.0% Q2 2026 Jul 10, 2026
MADDEN SECURITIES Corp History No change 4,550 464 0.13% 0.13% 562 0 0.0% Q2 2026 Jul 24, 2026
Bay Harbor Wealth Management, LLC History No change 4,527 462 0.11% 0.11% 563 0 0.0% Q2 2026 Jul 28, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 4,526 462 0.11% 0.11% 564 0 0.0% Q2 2026 Jul 09, 2026
Integrity Advisory Solutions, LLC History No change 4,525 462 0.05% 0.05% 565 0 0.0% Q2 2026 Jul 31, 2026
JB Capital LLC History No change 4,490 458 0.02% 0.02% 566 0 0.0% Q2 2026 Jul 29, 2026
Ridgewood Investments LLC History Reduced 4,592 457 0.17% 0.36% 567 -4,728 -50.73% Q3 2026 Oct 05, 2026
Apex Wealth Management, LLC History No change 4,478 457 0.28% 0.28% 568 0 0.0% Q2 2026 Aug 11, 2026
ARK & TLK INVESTMENTS, LLC History No change 4,428 452 0.11% 0.11% 569 0 0.0% Q2 2026 Jul 20, 2026
Verdence Capital Advisors LLC History No change 4,410 450 0.02% 0.02% 570 0 0.0% Q2 2026 Jul 29, 2026
BROWN ADVISORY INC History No change 4,306 439 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 4,229 432 0.03% 0.03% 572 0 0.0% Q2 2026 Aug 14, 2026
Laurel Wealth Advisors LLC History No change 4,205 429 0.04% 0.04% 573 0 0.0% Q2 2026 Jul 17, 2026
Skyline Advisors, Inc. History No change 4,190 428 0.13% 0.13% 574 0 0.0% Q2 2026 Jul 20, 2026
TD Waterhouse Canada Inc. History No change 4,214 426 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 27, 2026
MIDDLETON & CO INC/MA History No change 4,101 418 0.04% 0.04% 576 0 0.0% Q2 2026 Aug 10, 2026
Obermeyer Wealth Partners History No change 4,021 410 0.02% 0.02% 577 0 0.0% Q2 2026 Jul 29, 2026
ADAR1 Capital Management, LLC History No change 4,000 408 0.02% 0.02% 578 0 0.0% Q2 2026 Aug 14, 2026
Keystone Wealth Services, LLC History No change 3,936 402 0.07% 0.07% 579 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 3,873 395 0.01% 0.01% 580 0 0.0% Q2 2026 Jul 24, 2026
Financial Network Wealth Advisors LLC History No change 3,841 392 0.4% 0.4% 581 0 0.0% Q2 2026 Jul 29, 2026
Madson Wealth Advisors Inc History No change 3,846 392 0.27% 0.27% 582 0 0.0% Q2 2026 Jul 21, 2026
Eagle Capital Management, LLC History No change 3,812 389 0.13% 0.13% 583 0 0.0% Q2 2026 Jul 13, 2026
Berger Financial Group, Inc History No change 3,801 388 0.02% 0.02% 584 0 0.0% Q2 2026 Aug 04, 2026
Affinity Capital Advisors, LLC History No change 3,815 386 0.05% 0.05% 585 0 0.0% Q2 2026 Jul 08, 2026
Composition Wealth, LLC History No change 3,732 381 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY TRUST CO History No change 3,662 374 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 3,643 372 0.02% 0.02% 588 0 0.0% Q2 2026 Jul 16, 2026
Nuveen, LLC History No change 3,584 366 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 11, 2026
Arrowroot Family Office, LLC History No change 3,560 363 0.1% 0.1% 590 0 0.0% Q2 2026 Aug 06, 2026
WELLINGTON-ALTUS USA INC. History No change 3,492 361 0.26% 0.26% 591 0 0.0% Q2 2026 Sep 17, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 3,527 360 0.17% 0.17% 592 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 3,511 358 0.07% 0.07% 593 0 0.0% Q2 2026 Aug 03, 2026
Braun-Bostich & Associates Inc. History No change 3,480 355 0.2% 0.2% 594 0 0.0% Q2 2026 Jul 24, 2026
M&T BANK CORP History No change 3,474 354 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,469 354 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 17, 2026
Rehmann Capital Advisory Group History No change 3,471 354 0.02% 0.02% 597 0 0.0% Q2 2026 Aug 20, 2026
Core Wealth Partners LLC History No change 3,468 354 0.15% 0.15% 598 0 0.0% Q2 2026 Jul 17, 2026
ATLas Financial Planning LLC History No change 3,469 354 0.29% 0.29% 599 0 0.0% Q2 2026 Jul 22, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 3,538 352 0.04% 0.04% 600 -2 -0.06% Q3 2026 Oct 08, 2026
Essential Partners LLC History No change 3,451 352 0.16% 0.16% 601 0 0.0% Q2 2026 Aug 10, 2026
Inlight Wealth Management, LLC History No change 3,422 349 0.11% 0.11% 602 0 0.0% Q2 2026 Jul 28, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 3,424 349 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 28, 2026
Atlas Legacy Advisors, LLC History No change 3,424 349 0.05% 0.05% 604 0 0.0% Q2 2026 Jul 31, 2026
Avior Wealth Management, LLC History No change 3,412 348 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 07, 2026
Invst, LLC History No change 3,409 348 0.03% 0.03% 606 0 0.0% Q2 2026 Aug 14, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 3,357 342 0.08% 0.08% 607 0 0.0% Q2 2026 Aug 12, 2026
HighPoint Advisor Group LLC History No change 3,353 342 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 05, 2026
Lido Advisors, LLC History No change 3,343 341 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 07, 2026
LifePlan Investment Advisors, Inc. History No change 3,321 339 0.12% 0.12% 610 0 0.0% Q2 2026 Aug 11, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 3,313 338 0.12% 0.12% 611 0 0.0% Q2 2026 Jul 23, 2026
Mission Financial Group, LLC History No change 3,291 336 0.28% 0.28% 612 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 3,269 333 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 13, 2026
DOCK STREET ASSET MANAGEMENT INC History No change 3,265 333 0.03% 0.03% 614 0 0.0% Q2 2026 Jul 30, 2026
Golden State Wealth Management, LLC History No change 3,242 331 0.03% 0.03% 615 0 0.0% Q2 2026 Jul 22, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 3,200 327 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 11, 2026
MORTON COMMUNITY BANK History No change 3,200 326 0.07% 0.07% 617 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 3,186 325 0.02% 0.02% 618 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 3,198 324 0.02% 0.02% 619 0 0.0% Q2 2026 Jul 28, 2026
CATHY PARETO & ASSOCIATES, INC History No change 3,173 324 0.19% 0.19% 620 0 0.0% Q2 2026 Jul 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 3,165 323 0.02% 0.02% 621 0 0.0% Q2 2026 Jul 31, 2026
Safeguard Investment Advisory Group, LLC History No change 3,165 323 0.07% 0.07% 622 0 0.0% Q2 2026 Aug 13, 2026
Shared Vision Wealth Group LLC History No change 3,133 320 0.11% 0.11% 623 0 0.0% Q2 2026 Jul 31, 2026
Avidian Wealth Enterprises, LLC History New 3,209 319 0.01% — 626 +3,209 New Q3 2026 Oct 08, 2026
Beacon Financial Advisory LLC History No change 3,123 319 0.06% 0.06% 624 0 0.0% Q2 2026 Aug 05, 2026
Maridea Wealth Management LLC History No change 3,129 319 0.03% 0.03% 625 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History Reduced 3,184 318 0.0% 0.0% 627 -300 -8.61% Q3 2026 Oct 08, 2026
Keystone Financial Services History No change 3,117 318 0.08% 0.08% 628 0 0.0% Q2 2026 Aug 05, 2026
CIBC Bancorp USA Inc. History No change 3,089 315 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 13, 2026
Brindle & Bay Financial Advisors, LLC History No change 3,089 315 0.16% 0.16% 630 0 0.0% Q2 2026 Jul 20, 2026
MONECO ADVISORS, LLC History No change 3,062 312 0.02% 0.02% 631 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 3,045 311 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 11, 2026
Align Financial, LLC History No change 3,047 311 0.15% 0.15% 633 0 0.0% Q2 2026 Jul 27, 2026
Kohmann Bosshard Financial Services, LLC History No change 3,013 307 0.03% 0.03% 634 0 0.0% Q2 2026 Jul 14, 2026
W.H. Cornerstone Investments Inc. History No change 2,972 303 0.17% 0.17% 635 0 0.0% Q2 2026 Aug 07, 2026
Aurelius Family Office LLC History No change 2,968 303 0.12% 0.12% 636 0 0.0% Q2 2026 Jul 13, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 2,962 302 0.05% 0.05% 637 0 0.0% Q2 2026 Aug 13, 2026
Addison Advisors LLC History No change 2,935 299 0.14% 0.14% 638 0 0.0% Q2 2026 Aug 10, 2026
TCFG Investment Advisors, LLC History No change 2,929 299 0.1% 0.1% 639 0 0.0% Q2 2026 Jul 17, 2026
Spectrum Planning & Advisory Services Inc. History No change 2,909 297 0.13% 0.13% 640 0 0.0% Q2 2026 Jul 14, 2026
Cyndeo Wealth Partners, LLC History No change 2,906 296 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 21, 2026
Northwest Financial Advisors History No change 2,867 292 0.04% 0.04% 642 0 0.0% Q2 2026 Jul 27, 2026
Able Wealth Management LLC History No change 2,853 291 0.07% 0.07% 643 0 0.0% Q2 2026 Jul 29, 2026
Rothschild Wealth LLC History No change 2,833 289 0.02% 0.02% 644 0 0.0% Q2 2026 Aug 11, 2026
Balefire, LLC History New 2,807 279 0.04% — 650 +2,807 New Q3 2026 Oct 09, 2026
AdvisorNet Financial, Inc History No change 2,736 279 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 23, 2026
Smith & Howard Wealth Management, LLC History No change 2,734 279 0.06% 0.06% 646 0 0.0% Q2 2026 Aug 03, 2026
Tradewinds Capital Management, LLC History No change 2,735 279 0.05% 0.05% 647 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Bancorp, Inc. History No change 2,734 279 0.07% 0.07% 648 0 0.0% Q2 2026 Jul 28, 2026
Pflug Koory, LLC History No change 2,738 279 0.11% 0.11% 649 0 0.0% Q2 2026 Jul 21, 2026
Chatterton & Associates Inc. History No change 2,699 273 0.16% 0.16% 651 0 0.0% Q2 2026 Jul 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 2,672 272 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 12, 2026
Accurate Wealth Management, LLC History No change 2,686 272 0.03% 0.03% 653 0 0.0% Q2 2026 Jul 14, 2026
Stablepoint Partners, LLC History No change 2,649 270 0.04% 0.04% 654 0 0.0% Q2 2026 Jul 09, 2026
Independence Financial Advisors, LLC History Added to 2,667 265 0.07% 0.07% 656 +3 0.11% Q3 2026 Oct 08, 2026
NORTHERN TRUST CORP History No change 2,601 265 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 2,590 264 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 21, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 2,579 263 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 15, 2026
Atwater Malick LLC History No change 2,576 263 0.06% 0.06% 659 0 0.0% Q2 2026 Jul 27, 2026
Frank, Rimerman Advisors LLC History No change 2,580 263 0.01% 0.01% 660 0 0.0% Q2 2026 Jul 27, 2026
Bravias Capital Group, LLC History No change 2,564 261 0.15% 0.15% 661 0 0.0% Q2 2026 Jul 30, 2026
Liberty Capital Management, Inc. History No change 2,519 257 0.04% 0.04% 662 0 0.0% Q2 2026 Jul 17, 2026
MKT Advisors LLC History No change 2,540 257 0.08% 0.08% 663 0 0.0% Q2 2026 Jul 09, 2026
Compound Planning, Inc. History No change 2,485 253 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 04, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 2,474 252 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 04, 2026
Tanager Wealth Management LLP History No change 2,463 251 0.02% 0.02% 666 0 0.0% Q2 2026 Jul 23, 2026
THEORY FINANCIAL LLC History No change 2,452 250 0.08% 0.08% 667 0 0.0% Q2 2026 Jul 31, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 2,455 250 0.18% 0.18% 668 0 0.0% Q2 2026 Aug 10, 2026
Gladstone Institutional Advisory LLC History No change 2,439 249 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 27, 2026
Barnes Wealth Management Group, Inc History No change 2,428 248 0.11% 0.11% 670 0 0.0% Q2 2026 Jul 24, 2026
SYKON CAPITAL LLC History No change 2,404 245 0.08% 0.08% 671 0 0.0% Q2 2026 Aug 12, 2026
KICKSTAND VENTURES, LLC. History No change 2,400 245 0.04% 0.04% 672 0 0.0% Q2 2026 Jul 30, 2026
Hirtle & Co., LLC History No change 2,390 244 0.01% 0.01% 673 0 0.0% Q2 2026 Aug 14, 2026
Aspire Private Capital, LLC History No change 2,397 244 0.05% 0.05% 674 0 0.0% Q2 2026 Jul 15, 2026
M Wealth Management, LLC History No change 2,381 243 0.19% 0.19% 675 0 0.0% Q2 2026 Jul 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 2,364 241 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 10, 2026
Acorns Advisers, LLC History No change 2,332 238 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 14, 2026
Adams Wealth Management History No change 2,299 234 0.04% 0.04% 678 0 0.0% Q2 2026 Aug 10, 2026
Sandy Cove Advisors, LLC History No change 2,299 234 0.06% 0.06% 679 0 0.0% Q2 2026 Jul 07, 2026
CacheTech Inc. History No change 2,299 234 0.04% 0.04% 680 0 0.0% Q2 2026 Aug 11, 2026
Legacy Financial Group LLC History No change 2,272 232 0.03% 0.03% 681 0 0.0% Q2 2026 Aug 05, 2026
Gen-Wealth Partners Inc History No change 2,277 232 0.06% 0.06% 682 0 0.0% Q2 2026 Aug 10, 2026
Venturi Wealth Management, LLC History No change 2,254 230 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 20, 2026
Penobscot Investment Management Company, Inc. History No change 2,243 229 0.02% 0.02% 684 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 2,232 228 0.03% 0.03% 685 0 0.0% Q2 2026 Jul 23, 2026
May Hill Capital, LLC History No change 2,226 227 0.05% 0.05% 686 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Consulting Group, LLC History No change 2,190 223 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 2,162 221 0.01% 0.01% 688 0 0.0% Q2 2026 Jul 28, 2026
Donalies Financial Planning, LLC History No change 2,169 221 0.16% 0.16% 689 0 0.0% Q2 2026 Aug 06, 2026
GeoWealth Management, LLC History No change 2,156 220 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 30, 2026
AlphaCore Capital LLC History No change 2,146 219 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 06, 2026
Ascension Capital Advisors, Inc. History No change 2,134 218 0.06% 0.06% 692 0 0.0% Q2 2026 Jul 27, 2026
Ergawealth Advisors, Inc. History No change 2,143 218 0.08% 0.08% 693 0 0.0% Q2 2026 Aug 07, 2026
Ted Buchan & Co History No change 2,129 217 0.07% 0.07% 694 0 0.0% Q2 2026 Jul 23, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 2,098 216 0.03% 0.03% 695 0 0.0% Q2 2026 Aug 05, 2026
Echo Wealth Management, LLC History No change 2,119 216 0.11% 0.11% 696 0 0.0% Q2 2026 Jul 24, 2026
Alaska Permanent Capital Management, LLC History No change 2,088 213 0.01% 0.01% 697 0 0.0% Q2 2026 Aug 11, 2026
NORDEN GROUP LLC History No change 2,092 213 0.02% 0.02% 698 0 0.0% Q2 2026 Jul 29, 2026
Gradient Capital Advisors, LLC History No change 2,058 210 0.05% 0.05% 699 0 0.0% Q2 2026 Jul 13, 2026
Aprio Wealth Management, LLC History No change 2,060 210 0.01% 0.01% 700 0 0.0% Q2 2026 Jul 24, 2026
Selby Wealth Management, LLC History No change 2,059 210 0.07% 0.07% 701 0 0.0% Q2 2026 Jul 09, 2026
Prairiewood Capital, LLC History No change 2,040 208 0.05% 0.05% 702 0 0.0% Q2 2026 Jul 28, 2026
D.A. DAVIDSON & CO. History No change 2,032 207 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 24, 2026
VestGen Investment Management History No change 2,035 207 0.11% 0.11% 704 0 0.0% Q2 2026 Jul 31, 2026
Symmetry Partners, LLC History No change 2,032 207 0.01% 0.01% 705 0 0.0% Q2 2026 Jul 23, 2026
GFS Advisors, LLC History No change 1,010 205 0.02% 0.02% 706 0 0.0% Q2 2026 Aug 04, 2026
Continuum Advisory, LLC History No change 2,010 205 0.02% 0.02% 707 0 0.0% Q2 2026 Aug 06, 2026
WBH ADVISORY INC History No change 2,000 204 0.01% 0.01% 708 0 0.0% Q2 2026 Aug 05, 2026
Sterneck Capital Management, LLC History No change 2,000 204 0.09% 0.09% 709 0 0.0% Q2 2026 Jul 30, 2026
Vontobel Holding Ltd. History No change 2,000 204 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 03, 2026
LPWM LLC History No change 2,004 204 0.05% 0.05% 711 0 0.0% Q2 2026 Jul 24, 2026
CWA Asset Management Group, LLC History No change 1,989 203 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 14, 2026
FLP Wealth Management, LLC History No change 1,992 203 0.36% 0.36% 713 0 0.0% Q2 2026 Jul 28, 2026
Pine Harbor Wealth Management, LLC History No change 1,979 202 0.05% 0.05% 714 0 0.0% Q2 2026 Aug 13, 2026
Icon Wealth Advisors, LLC History No change 1,970 201 0.01% 0.01% 715 0 0.0% Q2 2026 Aug 05, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 1,979 200 0.11% 0.11% 716 0 0.0% Q2 2026 Jul 24, 2026
Evanson Financial, LLC History No change 1,961 200 0.01% 0.01% 717 0 0.0% Q2 2026 Jul 07, 2026
Beaird Harris Wealth Management, LLC History No change 1,945 198 0.01% 0.01% 718 0 0.0% Q2 2026 Jul 08, 2026
Buck Wealth Strategies, LLC History No change 1,898 193 0.02% 0.02% 719 0 0.0% Q2 2026 Jul 30, 2026
Canton Hathaway, LLC History No change 1,743 178 0.03% 0.03% 720 0 0.0% Q2 2026 Aug 05, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,663 169 0.1% 0.1% 721 0 0.0% Q2 2026 Jul 21, 2026
EFG International AG History No change 1,659 169 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 14, 2026
Concord Wealth Partners History No change 1,637 167 0.02% 0.02% 723 0 0.0% Q2 2026 Jul 27, 2026
Strategic Wealth Partners, Ltd. History No change 1,615 164 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning Group LLC History No change 1,615 163 0.02% 0.02% 725 0 0.0% Q2 2026 Jul 29, 2026
First Command Advisory Services, Inc. History No change 1,578 161 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 10, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,570 156 0.04% 0.04% 728 +132 9.18% Q3 2026 Oct 07, 2026
Cape Investment Advisory, Inc. History No change 1,529 156 0.04% 0.04% 727 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 1,392 142 0.01% 0.01% 729 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 1,466 141 0.04% 0.04% 730 0 0.0% Q2 2026 Aug 14, 2026
BARRETT & COMPANY, INC. History No change 1,336 136 0.04% 0.04% 731 0 0.0% Q2 2026 Jul 24, 2026
GK Wealth Management LLC History New 1,363 135 0.08% — 732 +1,363 New Q3 2026 Oct 09, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,294 132 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 10, 2026
WealthCollab, LLC History No change 1,275 130 0.05% 0.05% 734 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History Reduced 1,242 123 0.0% 0.0% 735 -16 -1.27% Q3 2026 Oct 08, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,188 121 0.02% 0.02% 736 0 0.0% Q2 2026 Jul 27, 2026
Highland Investment Advisors LLC History No change 1,092 111 0.05% 0.05% 737 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 1,079 110 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 06, 2026
Horizons Wealth Management History New 1,067 106 0.07% — 740 +1,067 New Q3 2026 Oct 05, 2026
JFS WEALTH ADVISORS, LLC History No change 1,039 106 0.01% 0.01% 739 0 0.0% Q2 2026 Jul 10, 2026
Legacy Bridge, LLC History No change 1,030 105 0.03% 0.03% 741 0 0.0% Q2 2026 Aug 13, 2026
Triumph Capital Management History No change 1,001 102 0.02% 0.02% 742 0 0.0% Q2 2026 Jul 20, 2026
MOTCO History No change 962 98 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 31, 2026
Signature Resources Capital Management, LLC History No change 918 93 0.04% 0.04% 744 0 0.0% Q2 2026 Jul 13, 2026
Kings Path Partners LLC History No change 920 93 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 14, 2026
Vision Retirement, LLC History No change 881 90 0.02% 0.02% 746 0 0.0% Q2 2026 Jul 21, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 880 89 0.02% 0.02% 747 0 0.0% Q2 2026 Jul 17, 2026
Founders Financial Alliance, LLC History No change 880 89 0.01% 0.01% 748 0 0.0% Q2 2026 Aug 04, 2026
Crewe Advisors LLC History No change 816 83 0.01% 0.01% 749 0 0.0% Q2 2026 Jul 23, 2026
NFSG Corp History No change 639 65 0.01% 0.01% 750 0 0.0% Q2 2026 Aug 14, 2026
Portfolio Resources Advisor Group, Inc. History No change 633 64 0.05% 0.05% 751 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 568 58 0.0% 0.0% 752 0 0.0% Q2 2026 Jul 28, 2026
Mosley Wealth Management History No change 553 56 0.02% 0.02% 753 0 0.0% Q2 2026 Jul 23, 2026
IMG Wealth Management, Inc. History No change 543 55 0.03% 0.03% 754 0 0.0% Q2 2026 Aug 07, 2026
Bradley & Co. Private Wealth Management, LLC History No change 520 53 0.03% 0.03% 755 0 0.0% Q2 2026 Aug 10, 2026
C M BIDWELL & ASSOCIATES LTD History No change 515 52 0.02% 0.02% 756 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 500 51 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 04, 2026
MATHER GROUP, LLC. History No change 497 50 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 480 49 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 15, 2026
Kingdom Financial Group LLC. History No change 472 48 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 442 45 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 06, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 437 44 0.03% 0.03% 762 0 0.0% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History No change 412 42 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 21, 2026
Imprint Wealth LLC History No change 418 42 0.17% 0.17% 764 0 0.0% Q2 2026 Aug 14, 2026
Birchwood Financial Partners, Inc. History No change 412 42 0.03% 0.03% 765 0 0.0% Q2 2026 Aug 06, 2026
Torren Management, LLC History No change 403 41 0.02% 0.02% 766 0 0.0% Q2 2026 Jul 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 399 40 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 388 39 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 370 37 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 05, 2026
Beacon Financial Strategies CORP History No change 371 37 0.02% 0.02% 770 0 0.0% Q2 2026 Jul 08, 2026
Covestor Ltd History No change 354 36 0.02% 0.02% 771 0 0.0% Q2 2026 Aug 07, 2026
Key Capital Management, INC History No change 335 34 0.02% 0.02% 772 0 0.0% Q2 2026 Jul 27, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 329 33 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 07, 2026
AMERIFLEX GROUP, INC. History No change 322 32 0.01% 0.01% 774 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 299 30 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 23, 2026
Retirement Wealth Solutions LLC History Reduced 260 25 0.01% 0.02% 777 -112 -30.11% Q3 2026 Oct 07, 2026
Rossmore Private Capital History No change 250 25 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 31, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 250 25 0.02% 0.02% 778 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 247 25 0.0% 0.0% 779 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 237 24 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 238 24 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 228 23 0.0% 0.0% 782 0 0.0% Q2 2026 Jul 22, 2026
Smallwood Wealth Investment Management, LLC History No change 200 20 0.01% 0.01% 783 0 0.0% Q2 2026 Jul 23, 2026
Valeo Financial Advisors, LLC History No change 18,332 19 0.0% 0.0% 784 0 0.0% Q3 2026 Oct 08, 2026
Capital Advisor Network LLC History No change 191 19 0.02% 0.02% 785 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 178 18 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 14, 2026
Lloyd Advisory Services, LLC. History No change 185 18 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 07, 2026
Strive Financial Group ,LLC History No change 181 18 0.01% 0.01% 788 0 0.0% Q2 2026 Aug 14, 2026
WOLFF WIESE MAGANA LLC History No change 165 16 0.01% 0.01% 789 0 0.0% Q2 2026 Jul 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 166 16 0.0% 0.0% 790 0 0.0% Q3 2026 Oct 09, 2026
Strategic Advocates LLC History No change 158 16 0.06% 0.06% 791 0 0.0% Q2 2026 Aug 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 152 15 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 150 15 0.0% 0.0% 793 0 0.0% Q2 2026 Jul 07, 2026
Colonial Trust Co / SC History No change 143 14 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 136 13 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 13, 2026
Horrell Capital Management, Inc. History No change 140 13 0.01% 0.01% 796 0 0.0% Q3 2026 Oct 08, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 136 13 0.01% 0.01% 797 0 0.0% Q2 2026 Aug 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 123 12 0.01% 0.01% 798 0 0.0% Q2 2026 Jul 14, 2026
Signature Equity Partners, LLC History No change 120 12 0.01% 0.01% 799 0 0.0% Q2 2026 Jul 30, 2026
Atlantic Union Bankshares Corp History No change 100 10 0.0% 0.0% 800 0 0.0% Q2 2026 Aug 11, 2026
Aventura Private Wealth, LLC History No change 100 10 0.0% 0.0% 801 0 0.0% Q2 2026 Jul 15, 2026
BLUELINE ADVISORS LLC History No change 105 10 0.01% 0.01% 802 0 0.0% Q2 2026 Jul 27, 2026
HFM Investment Advisors, LLC History No change 95 9 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 04, 2026
Quest 10 Wealth Builders, Inc. History No change 87 8 0.01% 0.01% 804 0 0.0% Q2 2026 Jul 24, 2026
Asset Dedication, LLC History No change 70 7 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 30, 2026
Morton Brown Family Wealth, LLC History No change 76 7 0.0% 0.0% 806 0 0.0% Q2 2026 Jul 21, 2026
Raleigh Capital Management Inc. History No change 70 7 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 21, 2026
LRI Investments, LLC History No change 72 7 0.0% 0.0% 808 0 0.0% Q2 2026 Jul 14, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 68 6 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 17, 2026
Park Place Capital Corp History No change 53 5 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 40 4 0.0% 0.0% 811 0 0.0% Q2 2026 Jul 29, 2026
Orion Capital Management LLC History No change 47 4 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 17, 2026
Nemes Rush Group LLC History No change 40 4 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 48 4 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 31 3 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 12, 2026
Richard W. Paul & Associates, LLC History No change 34 3 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 38 3 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 12, 2026
Westfuller Advisors, LLC History No change 20 2 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 29, 2026
Deane Retirement Strategies, Inc. History Reduced 20 1 0.0% 8.26% 819 -190,860 -99.99% Q3 2026 Oct 08, 2026
LifeSteps Financial, Inc. History No change 12 1 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 17, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 13 1 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 04, 2026
KERR FINANCIAL PLANNING Corp History No change 11 1 0.0% 0.0% 822 0 0.0% Q2 2026 Jul 02, 2026
Insight Wealth Strategies, LLC History Closed out 0 0 — 1.82% — -184,565 -100.0% Q3 2026 Oct 09, 2026
CX Institutional History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2026 Oct 02, 2026
SALEM INVESTMENT COUNSELORS INC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
SIGNATUREFD, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Darwin Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Russell Investments Group, Ltd. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Quaker Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Center for Financial Planning, Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Fortis Group Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
SOA Wealth Advisors, LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 4 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Register Financial Advisors LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Longview Financial Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 14, 2026