iSHARES TRUST - SUB

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
BANK OF AMERICA CORP /DE/ History No change 10,837,871 1,153,908 0.07% 0.07% 1 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 10,432,746 1,110,774 1.37% 1.37% 2 0 0.0% Q2 2026 Aug 19, 2026
MORGAN STANLEY History No change 5,576,953 593,778 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Reduced 4,609,257 481,851 0.08% 0.08% 4 -136,432 -2.87% Q3 2026 Nov 05, 2026
UBS Group AG History No change 3,083,779 328,329 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 3,072,365 321,185 0.18% 0.18% 6 +117,810 3.99% Q3 2026 Nov 02, 2026
SEI INVESTMENTS CO History No change 2,950,954 314,188 0.28% 0.28% 7 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,551,444 165,182 0.09% 0.09% 8 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History Added to 1,548,601 161,890 0.05% 0.05% 9 +17,156 1.12% Q3 2026 Nov 04, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,388,673 147,852 0.23% 0.23% 10 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 1,225,020 130,427 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,139,510 121,281 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,024,779 109,108 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 953,664 101,536 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
Robinhood Asset Management, LLC History No change 901,267 95,957 5.13% 5.13% 15 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 856,767 91,217 0.02% 0.02% 16 0 0.0% Q2 2026 Sep 23, 2026
Mariner, LLC History No change 850,660 90,569 0.1% 0.1% 17 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 813,111 86,571 0.3% 0.3% 18 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 751,428 80,004 0.08% 0.08% 19 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 742,589 79,063 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History Added to 739,423 77,299 6.41% 6.36% 21 +12,712 1.75% Q3 2026 Oct 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 683,248 71,426 3.14% 0.14% 22 +654,504 2277.01% Q3 2026 Oct 26, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 680,590 71,148 0.21% 0.22% 23 +5,300 0.78% Q3 2026 Oct 20, 2026
BANK OF MONTREAL /CAN/ History No change 624,527 66,493 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 590,539 62,874 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Added to 599,280 62,649 1.7% 0.37% 26 +478,996 398.22% Q3 2026 Oct 02, 2026
JPMORGAN CHASE & CO History No change 567,623 60,446 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 546,803 57,162 0.07% 0.07% 28 +20,010 3.8% Q3 2026 Nov 02, 2026
Modera Wealth Management, LLC History Added to 545,792 57,057 0.6% 0.33% 29 +257,538 89.34% Q3 2026 Oct 28, 2026
Allworth Financial LP History No change 528,122 56,229 0.24% 0.24% 30 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 492,533 52,439 0.06% 0.06% 31 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History Added to 488,398 51,008 0.65% 0.62% 32 +72,982 17.57% Q3 2026 Oct 08, 2026
Heritage Investment Group, Inc. History Reduced 479,363 50,112 6.85% 7.89% 33 -72,146 -13.08% Q3 2026 Nov 03, 2026
Truepoint, Inc. History No change 460,655 49,045 1.02% 1.02% 34 0 0.0% Q2 2026 Jul 31, 2026
WELLS FARGO & COMPANY/MN History No change 443,202 47,187 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
Willow Creek Wealth Management Inc. History Reduced 450,077 47,051 3.1% 3.25% 36 -13,956 -3.01% Q3 2026 Oct 26, 2026
HighTower Advisors, LLC History No change 433,650 46,170 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 05, 2026
Orion Porfolio Solutions, LLC History No change 422,365 44,969 0.34% 0.34% 38 0 0.0% Q2 2026 Aug 14, 2026
WIT, LLC History No change 418,588 44,567 0.71% 0.71% 39 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History Reduced 400,111 41,827 0.05% 0.05% 40 -53,269 -11.75% Q3 2026 Nov 05, 2026
STIFEL FINANCIAL CORP History No change 359,789 38,306 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 351,387 37,412 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 343,233 36,544 0.17% 0.17% 43 0 0.0% Q2 2026 Aug 18, 2026
Crestwood Advisors Group, LLC History Reduced 348,767 36,459 0.54% 0.63% 44 -47,828 -12.06% Q3 2026 Oct 27, 2026
TIAA Wealth Investment Management LLC History No change 339,158 36,110 0.24% 0.24% 45 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 338,887 36,081 0.14% 0.14% 46 0 0.0% Q2 2026 Aug 11, 2026
RMR Wealth Builders History Added to 331,561 34,661 2.02% 2.07% 47 +18,341 5.86% Q3 2026 Oct 22, 2026
Merit Financial Group, LLC History No change 323,060 34,396 0.21% 0.21% 48 0 0.0% Q2 2026 Jul 20, 2026
Rockefeller Capital Management L.P. History No change 310,995 33,111 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 13, 2026
Bear Mountain Capital, Inc. History Added to 305,918 32,207 9.0% 8.69% 50 +23,489 8.32% Q3 2026 Nov 03, 2026
Glenview Trust Co History Added to 307,773 32,174 0.43% 0.42% 51 +21,846 7.64% Q3 2026 Oct 28, 2026
Willis Johnson Wealth, Inc. History Added to 301,410 31,509 1.73% 1.72% 52 +10,670 3.67% Q3 2026 Nov 03, 2026
Gross & Hartman Investments LLC History No change 281,424 29,963 13.23% 13.23% 53 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 278,430 29,649 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 14, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 282,183 29,499 1.77% 1.73% 55 +12,119 4.49% Q3 2026 Oct 26, 2026
CIBC Bancorp USA Inc. History No change 276,817 29,338 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 276,189 28,473 0.04% 0.04% 57 +21,627 8.5% Q3 2026 Oct 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 270,927 28,322 0.41% 0.42% 58 +3,714 1.39% Q3 2026 Nov 05, 2026
Freestone Capital Holdings, LLC History No change 265,422 28,259 0.73% 0.73% 59 0 0.0% Q2 2026 Jul 31, 2026
JONES FINANCIAL COMPANIES LLLP History No change 255,556 27,193 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
Safe Harbor Family Capital, LLC History No change 234,813 25,000 16.7% 16.7% 61 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History Reduced 236,288 24,701 0.67% 0.72% 62 -3,101 -1.3% Q3 2026 Oct 22, 2026
LVW Advisors, LLC History Reduced 231,605 24,211 2.04% 2.34% 63 -22,365 -8.81% Q3 2026 Oct 19, 2026
GAMMA Investing LLC History Added to 230,745 24,122 0.82% 0.88% 64 +8,896 4.01% Q3 2026 Oct 08, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 227,816 23,815 0.47% 0.52% 65 -16,681 -6.82% Q3 2026 Oct 20, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 211,051 22,470 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Advisory Partners LLC History Added to 210,745 22,031 0.37% 0.3% 67 +64,228 43.84% Q3 2026 Oct 21, 2026
MATHER GROUP, LLC. History Added to 208,185 21,763 0.18% 0.19% 68 +2,643 1.29% Q3 2026 Oct 14, 2026
FIFTH THIRD BANCORP History Added to 206,820 21,620 0.04% 0.04% 69 +3,970 1.96% Q3 2026 Nov 05, 2026
Rockwood Wealth Management, LLC History Added to 206,092 21,544 1.29% 0.33% 70 +157,122 320.85% Q3 2026 Oct 27, 2026
Legacy Edge Advisors, LLC History No change 199,011 21,188 1.95% 1.95% 71 0 0.0% Q2 2026 Aug 11, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 189,853 20,213 0.71% 0.71% 72 0 0.0% Q2 2026 Aug 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 189,555 20,181 0.46% 0.46% 73 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 192,373 20,110 0.23% 0.43% 74 -145,469 -43.06% Q3 2026 Oct 23, 2026
Prime Capital Investment Advisors, LLC History Added to 190,422 19,906 0.2% 0.16% 75 +39,857 26.47% Q3 2026 Oct 20, 2026
Members Trust Co History No change 182,646 19,446 0.61% 0.61% 76 0 0.0% Q2 2026 Jul 31, 2026
Betterment LLC History No change 182,548 19,436 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 185,805 19,424 0.35% 0.31% 78 +25,864 16.17% Q3 2026 Oct 28, 2026
Carnegie Investment Counsel History Added to 184,826 19,321 0.39% 0.39% 79 +1,652 0.9% Q3 2026 Oct 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 184,702 19,309 0.03% 0.0% 80 +175,591 1927.24% Q3 2026 Nov 05, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 183,257 19,157 4.2% 4.0% 81 +15,152 9.01% Q3 2026 Oct 20, 2026
CHOREO, LLC History Added to 180,748 18,895 0.19% 0.11% 82 +84,563 87.92% Q3 2026 Oct 28, 2026
Ascent Group, LLC History Reduced 178,596 18,670 0.56% 0.61% 83 -13,738 -7.14% Q3 2026 Oct 30, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 176,670 18,469 2.46% 2.42% 84 +2,384 1.37% Q3 2026 Oct 26, 2026
One Capital Management, LLC History No change 171,415 18,255 0.51% 0.51% 85 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 169,073 18,001 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 05, 2026
BANK OF HAWAII History No change 169,036 17,997 0.89% 0.89% 87 0 0.0% Q2 2026 Aug 13, 2026
Ellevest, Inc. History No change 166,205 17,693 2.09% 2.09% 88 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History Added to 166,593 17,415 0.03% 0.03% 89 +18,137 12.22% Q3 2026 Oct 21, 2026
MML INVESTORS SERVICES, LLC History No change 154,022 16,398 0.03% 0.03% 90 0 0.0% Q2 2026 Aug 07, 2026
FIRST NATIONAL BANK OF OMAHA History No change 152,477 16,237 0.46% 0.46% 91 0 0.0% Q2 2026 Aug 07, 2026
Dakota Wealth Management History No change 149,771 15,946 0.3% 0.3% 92 0 0.0% Q2 2026 Aug 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 147,760 15,732 0.18% 0.18% 93 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History Added to 147,296 15,398 0.15% 0.15% 94 +2,813 1.95% Q3 2026 Oct 22, 2026
Abundance Wealth Counselors History Added to 145,914 15,253 2.16% 1.91% 95 +14,377 10.93% Q3 2026 Oct 26, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 144,385 15,093 1.14% 1.15% 96 +2,541 1.79% Q3 2026 Oct 23, 2026
Oak Harvest Investment Services History Added to 136,559 14,275 1.34% 1.3% 97 +5,944 4.55% Q3 2026 Oct 20, 2026
FIRST INTERSTATE BANK History Added to 127,211 13,298 0.71% 0.01% 98 +125,316 6612.98% Q3 2026 Oct 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 124,417 13,246 0.16% 0.16% 99 0 0.0% Q2 2026 Aug 06, 2026
PARK AVENUE SECURITIES LLC History Added to 126,115 13,184 0.08% 0.08% 100 +12,018 10.53% Q3 2026 Oct 26, 2026
Quent Capital, LLC History No change 119,828 12,758 0.78% 0.78% 101 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 118,563 12,623 0.06% 0.06% 102 0 0.0% Q2 2026 Jul 17, 2026
M&T BANK CORP History No change 117,953 12,558 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 117,929 12,555 0.06% 0.06% 104 0 0.0% Q2 2026 Aug 13, 2026
Elequin Capital, LP History No change 117,318 12,490 0.37% 0.37% 105 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 116,865 12,444 0.5% 0.5% 106 0 0.0% Q2 2026 Aug 05, 2026
Grove Bank & Trust History Reduced 116,091 12,136 1.21% 1.24% 107 -903 -0.77% Q3 2026 Oct 08, 2026
MidFirst Bank History No change 113,968 12,134 0.86% 0.86% 108 0 0.0% Q2 2026 Aug 07, 2026
Partners in Financial Planning History No change 110,184 11,731 1.78% 1.78% 109 0 0.0% Q2 2026 Aug 10, 2026
Mesirow Financial Investment Management, Inc. History Added to 110,971 11,601 0.18% 0.18% 110 +1,400 1.28% Q3 2026 Nov 05, 2026
Quantinno Capital Management LP History No change 107,339 11,428 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 13, 2026
PDS Planning, Inc History Reduced 106,783 11,163 0.63% 0.71% 112 -8,335 -7.24% Q3 2026 Nov 03, 2026
MBL Wealth, LLC History Reduced 106,356 11,118 0.66% 0.83% 113 -7,758 -6.8% Q3 2026 Oct 22, 2026
VALEN PRIVATE CAPITAL, LLC History New 105,255 11,003 3.4% — 114 +105,255 New Q3 2026 Oct 23, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 104,551 10,930 0.02% 0.03% 115 -1,863 -1.75% Q3 2026 Nov 02, 2026
Baird Financial Group, Inc. History No change 101,627 10,820 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
ANDERSON HOAGLAND & CO History Added to 100,626 10,642 0.81% 0.43% 117 +48,948 94.72% Q3 2026 Oct 23, 2026
Zhang Financial LLC History No change 98,577 10,495 0.31% 0.31% 118 0 0.0% Q2 2026 Jul 30, 2026
Slow Capital, Inc. History Reduced 99,895 10,443 1.17% 1.74% 119 -40,212 -28.7% Q3 2026 Oct 23, 2026
Integrated Wealth Concepts LLC History No change 96,849 10,311 0.07% 0.07% 120 0 0.0% Q2 2026 Sep 08, 2026
Kestra Advisory Services, LLC History Reduced 98,118 10,257 0.03% 0.04% 121 -9,490 -8.82% Q3 2026 Nov 02, 2026
TD Capital Management LLC History No change 96,298 10,252 0.84% 0.84% 122 0 0.0% Q2 2026 Aug 06, 2026
NICOLET BANKSHARES INC History No change 94,184 10,017 0.32% 0.32% 123 0 0.0% Q2 2026 Aug 11, 2026
Joel Isaacson & Co., LLC History Added to 95,777 10,012 0.29% 0.28% 124 +3,429 3.71% Q3 2026 Nov 05, 2026
Central Pacific Bank - Trust Division History Reduced 93,415 9,765 1.03% 1.03% 125 -1,943 -2.04% Q3 2026 Oct 05, 2026
Financial Solutions Advisory Group, Inc. History Reduced 91,343 9,616 1.22% 1.28% 126 -3,711 -3.9% Q3 2026 Oct 28, 2026
Savvy Advisors, Inc. History No change 89,241 9,501 0.2% 0.2% 127 0 0.0% Q2 2026 Aug 03, 2026
Vestmark Advisory Solutions, Inc. History No change 85,677 9,122 0.09% 0.09% 128 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 84,558 8,993 0.03% 0.03% 129 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 83,080 8,845 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 84,171 8,799 0.09% 0.09% 131 +5,672 7.23% Q3 2026 Oct 30, 2026
Vested Financial Planning, LLC History New 83,357 8,714 6.09% — 132 +83,357 New Q3 2026 Oct 28, 2026
NewEdge Advisors, LLC History No change 80,823 8,605 0.03% 0.03% 133 0 0.0% Q2 2026 Aug 12, 2026
Bragg Financial Advisors, Inc History No change 80,646 8,586 0.23% 0.23% 134 0 0.0% Q2 2026 Aug 12, 2026
CONDOR CAPITAL MANAGEMENT History No change 78,971 8,408 0.63% 0.63% 135 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 78,041 8,311 0.14% 0.14% 136 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History New 76,506 8,111 1.03% — 137 +76,506 New Q3 2026 Oct 30, 2026
Brio Consultants, LLC History No change 75,986 8,090 0.95% 0.95% 138 0 0.0% Q2 2026 Aug 12, 2026
Investment Research Partners LLC History Added to 76,937 8,043 2.72% 2.61% 139 +4,540 6.27% Q3 2026 Oct 19, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 75,455 8,033 0.99% 0.99% 140 0 0.0% Q2 2026 Aug 13, 2026
Elmwood Wealth Management, Inc. History Added to 76,090 7,954 1.91% 1.93% 141 +3,434 4.73% Q3 2026 Oct 14, 2026
Relyea Zuckerberg Hanson LLC History Added to 75,992 7,944 0.66% 0.09% 142 +66,384 690.92% Q3 2026 Oct 20, 2026
TRUIST FINANCIAL CORP History Added to 75,454 7,887 0.01% 0.01% 143 +34,019 82.1% Q3 2026 Oct 30, 2026
FourThought Financial Partners, LLC History No change 71,745 7,638 0.59% 0.59% 144 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 71,501 7,612 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History No change 70,883 7,546 0.25% 0.25% 146 0 0.0% Q2 2026 Aug 10, 2026
Clearwater Capital Advisors, LLC History No change 70,520 7,508 0.55% 0.55% 147 0 0.0% Q2 2026 Aug 06, 2026
LAZARD ASSET MANAGEMENT LLC History No change 69,755 7,426 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History Reduced 69,247 7,239 0.37% 0.4% 149 -5,224 -7.01% Q3 2026 Nov 03, 2026
Chesley Taft & Associates LLC History Reduced 68,042 7,113 0.28% 0.29% 150 -1,680 -2.41% Q3 2026 Oct 13, 2026
DEUTSCHE BANK AG\ History No change 66,079 7,035 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 65,788 7,004 0.08% 0.08% 152 0 0.0% Q2 2026 Aug 12, 2026
AUA CAPITAL MANAGEMENT, LLC History Reduced 66,825 6,985 3.31% 3.32% 153 -370 -0.55% Q3 2026 Oct 15, 2026
Wedmont Private Capital History Added to 66,309 6,936 0.17% 0.19% 154 +361 0.55% Q3 2026 Oct 09, 2026
Root Financial Partners, LLC History Added to 65,537 6,851 0.23% 0.19% 155 +19,006 40.85% Q3 2026 Oct 21, 2026
Cascade Financial Partners, LLC History No change 63,633 6,775 0.59% 0.59% 156 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Partners, LTD. History No change 62,942 6,701 0.07% 0.07% 157 0 0.0% Q2 2026 Aug 11, 2026
Ackerman Capital Advisors, LLC History Reduced 63,834 6,673 1.3% 1.37% 158 -199 -0.31% Q3 2026 Oct 30, 2026
REGIONS FINANCIAL CORP History Added to 63,639 6,652 0.04% 0.04% 159 +554 0.88% Q3 2026 Nov 05, 2026
Meridian Wealth Partners, LLC History No change 61,596 6,558 0.79% 0.79% 160 0 0.0% Q2 2026 Aug 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 61,305 6,527 0.39% 0.39% 161 0 0.0% Q2 2026 Aug 10, 2026
Integrated Advisors Network LLC History Added to 62,144 6,496 0.3% 0.3% 162 +507 0.82% Q3 2026 Oct 20, 2026
NATIXIS ADVISORS, LLC History No change 60,900 6,484 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History Added to 61,549 6,434 0.36% 0.34% 164 +7,090 13.02% Q3 2026 Oct 26, 2026
Aaron Wealth Advisors LLC History Reduced 61,212 6,399 0.31% 0.57% 165 -44,168 -41.91% Q3 2026 Oct 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 60,585 6,333 0.66% 0.81% 166 -15,476 -20.35% Q3 2026 Oct 16, 2026
Single Point Partners, LLC History Reduced 60,253 6,298 1.11% 1.17% 167 -2,251 -3.6% Q3 2026 Oct 19, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 59,096 6,291 0.8% 0.8% 168 0 0.0% Q2 2026 Aug 25, 2026
Waverly Advisors, LLC History No change 57,827 6,156 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History Added to 58,666 6,132 0.11% 0.11% 170 +1,698 2.98% Q3 2026 Nov 03, 2026
Kings Path Partners LLC History Reduced 58,559 6,121 1.61% 1.68% 171 -853 -1.44% Q3 2026 Oct 21, 2026
Morton Brown Family Wealth, LLC History Added to 58,334 6,098 1.36% 1.34% 172 +2,789 5.02% Q3 2026 Oct 23, 2026
AMG National Trust Bank History Added to 58,149 6,078 0.12% 0.12% 173 +2,091 3.73% Q3 2026 Nov 05, 2026
CITADEL ADVISORS LLC History No change 56,606 6,026 0.0% 0.0% 174 0 0.0% Q2 2026 Sep 02, 2026
FIRST AMERICAN TRUST, FSB History No change 56,371 6,001 0.36% 0.36% 175 0 0.0% Q2 2026 Aug 10, 2026
DURANTE & WATERS, LLC History Added to 57,335 5,993 3.87% 3.97% 176 +467 0.82% Q3 2026 Oct 28, 2026
Opus Capital Group, LLC History Reduced 56,866 5,945 0.58% 0.6% 177 -1,211 -2.09% Q3 2026 Oct 30, 2026
Lutz Financial Services LLC History No change 55,231 5,880 0.36% 0.36% 178 0 0.0% Q2 2026 Aug 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 53,968 5,744 0.03% 0.03% 179 0 0.0% Q2 2026 Aug 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History Reduced 54,303 5,676 0.84% 0.91% 180 -1,670 -2.98% Q3 2026 Oct 26, 2026
Valmark Advisers, Inc. History No change 52,409 5,579 0.06% 0.06% 181 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History Added to 51,804 5,494 0.07% 0.08% 182 +1,476 2.93% Q3 2026 Nov 04, 2026
Apex Wealth Management, LLC History Added to 52,522 5,490 3.23% 3.35% 183 +1,078 2.1% Q3 2026 Oct 20, 2026
Symmetry Partners, LLC History Added to 52,187 5,455 0.28% 0.27% 184 +2,253 4.51% Q3 2026 Oct 27, 2026
SIMON QUICK ADVISORS, LLC History Added to 52,079 5,444 0.21% 0.13% 185 +22,217 74.4% Q3 2026 Oct 26, 2026
Life Planning Partners, Inc History Added to 51,718 5,406 4.32% 3.99% 186 +1,253 2.48% Q3 2026 Oct 27, 2026
Advisory Services Network, LLC History No change 50,446 5,371 0.06% 0.06% 187 0 0.0% Q2 2026 Aug 12, 2026
Pine Harbor Wealth Management, LLC History No change 50,312 5,356 1.43% 1.43% 188 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 50,412 5,270 0.07% 0.08% 189 -2,231 -4.24% Q3 2026 Oct 27, 2026
McNamara Financial Services, Inc. History No change 49,407 5,260 0.91% 0.91% 190 0 0.0% Q2 2026 Jul 22, 2026
North Star Investment Management Corp. History Added to 50,132 5,240 0.28% 0.19% 191 +17,022 51.41% Q3 2026 Oct 27, 2026
XML Financial, LLC History Added to 49,969 5,223 0.38% 0.37% 192 +2,289 4.8% Q3 2026 Oct 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 48,802 5,195 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 07, 2026
Composition Wealth, LLC History No change 47,978 5,108 0.06% 0.06% 194 0 0.0% Q2 2026 Jul 22, 2026
Syntegra Private Wealth Group, LLC History Reduced 48,767 5,098 0.39% 0.54% 195 -17,217 -26.09% Q3 2026 Oct 13, 2026
Wealthfront Advisers LLC History No change 47,674 5,075 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 47,550 5,062 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 11, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Added to 48,358 5,055 0.94% 0.96% 198 +598 1.25% Q3 2026 Oct 13, 2026
Private Wealth Management Group, LLC History Reduced 47,876 5,004 1.13% 1.22% 199 -1,349 -2.74% Q3 2026 Oct 19, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 46,623 4,873 0.06% 0.07% 200 -1,844 -3.8% Q3 2026 Oct 14, 2026
Dynamic Advisor Solutions LLC History Added to 46,342 4,844 0.14% 0.11% 201 +9,278 25.03% Q3 2026 Oct 13, 2026
Vise Technologies, Inc. History Added to 46,265 4,836 0.04% 0.04% 202 +11,518 33.15% Q3 2026 Oct 28, 2026
GWN SECURITIES INC. History No change 45,186 4,810 0.8% 0.8% 203 0 0.0% Q2 2026 Aug 05, 2026
INVESTED ADVISORS History Added to 45,314 4,737 4.04% 4.19% 204 +845 1.9% Q3 2026 Oct 23, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 44,449 4,732 3.34% 3.34% 205 0 0.0% Q2 2026 Aug 10, 2026
GERMAN AMERICAN BANCORP, INC. History No change 43,859 4,669 0.35% 0.35% 206 0 0.0% Q2 2026 Aug 06, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Reduced 44,572 4,659 0.58% 0.59% 207 -259 -0.58% Q3 2026 Oct 21, 2026
BCO Wealth Management LLC History Added to 43,896 4,588 2.47% 2.29% 208 +4,435 11.24% Q3 2026 Oct 14, 2026
Aspen Wealth Management LLC History Added to 43,748 4,573 0.73% 0.4% 209 +21,828 99.58% Q3 2026 Oct 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 42,765 4,553 0.07% 0.07% 210 0 0.0% Q2 2026 Aug 10, 2026
Curbstone Financial Management Corp History Added to 43,300 4,526 0.78% 0.68% 211 +5,650 15.01% Q3 2026 Oct 21, 2026
Financial Plan, Inc. History No change 42,464 4,521 0.43% 0.43% 212 0 0.0% Q2 2026 Aug 14, 2026
Equita Financial Network, Inc. History Added to 42,581 4,451 1.26% 1.0% 213 +8,738 25.82% Q3 2026 Oct 19, 2026
Diversified Portfolios, Inc. History Added to 42,223 4,413 0.3% 0.29% 214 +4,761 12.71% Q3 2026 Nov 04, 2026
Focus Partners Advisor Solutions, LLC History No change 41,354 4,402 0.04% 0.04% 215 0 0.0% Q2 2026 Aug 06, 2026
LJI Wealth Management, LLC History Added to 42,044 4,395 0.62% 0.62% 216 +604 1.46% Q3 2026 Oct 28, 2026
Greenspring Advisors, LLC History Added to 41,938 4,384 0.2% 0.24% 217 +685 1.66% Q3 2026 Nov 05, 2026
BWM Planning, LLC History No change 40,832 4,347 1.01% 1.01% 218 0 0.0% Q2 2026 Jul 23, 2026
Avantax Planning Partners, Inc. History Reduced 41,258 4,313 0.11% 0.12% 219 -2,712 -6.17% Q3 2026 Nov 03, 2026
ALLSTATE CORP History No change 40,156 4,275 0.04% 0.04% 220 0 0.0% Q2 2026 Aug 13, 2026
Baron Financial Group, LLC History Reduced 40,725 4,257 2.07% 2.07% 221 -75 -0.18% Q3 2026 Oct 09, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 39,850 4,242 0.22% 0.22% 222 0 0.0% Q2 2026 Aug 14, 2026
Charles Schwab Trust Co History Added to 40,383 4,221 0.24% 0.23% 223 +2,226 5.83% Q3 2026 Oct 15, 2026
Mayflower Financial Advisors, LLC History No change 39,299 4,184 0.36% 0.36% 224 0 0.0% Q2 2026 Jul 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 39,712 4,151 0.02% 0.02% 225 0 0.0% Q3 2026 Nov 05, 2026
Larson Financial Group LLC History Reduced 39,632 4,143 0.1% 0.14% 226 -11,662 -22.74% Q3 2026 Nov 05, 2026
Sanchez Levi Garrett History No change 38,400 4,088 2.22% 2.22% 227 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 38,376 4,085 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 04, 2026
Mullooly Asset Management, Inc. History Added to 39,000 4,076 1.26% 1.27% 229 +162 0.42% Q3 2026 Oct 29, 2026
BLAIR WILLIAM & CO/IL History No change 38,046 4,050 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 11, 2026
Manhattan West Asset Management, LLC History No change 37,944 4,039 0.67% 0.67% 231 0 0.0% Q2 2026 Aug 11, 2026
McAdam, LLC History Added to 38,045 3,977 0.15% 0.04% 232 +29,449 342.59% Q3 2026 Oct 21, 2026
Patten Group, Inc. History Added to 37,760 3,947 0.61% 0.56% 233 +3,877 11.44% Q3 2026 Oct 26, 2026
Prosperity Planning, Inc. History Reduced 37,317 3,901 0.87% 0.92% 234 -219 -0.58% Q3 2026 Oct 08, 2026
1015 Capital Partners, LLC History No change 36,323 3,867 3.24% 3.24% 235 0 0.0% Q2 2026 Jul 21, 2026
NORTH DALLAS BANK & TRUST CO History No change 36,206 3,854 2.28% 2.28% 236 0 0.0% Q2 2026 Jul 13, 2026
K2 Financial Inc. History Added to 36,637 3,841 2.66% 2.58% 237 +2,214 6.43% Q3 2026 Oct 26, 2026
BlueChip Wealth Advisors LLC History New 36,245 3,789 1.27% — 238 +36,245 New Q3 2026 Nov 03, 2026
Wealth Architects, LLC History Added to 36,212 3,785 0.3% 0.3% 239 +596 1.67% Q3 2026 Nov 03, 2026
Alhambra Investment Management LLC History Added to 35,916 3,754 1.6% 1.66% 240 +89 0.25% Q3 2026 Oct 15, 2026
Farther Finance Advisors, LLC History Reduced 35,479 3,708 0.03% 0.04% 241 -9,586 -21.27% Q3 2026 Oct 08, 2026
UMB Bank, n.a. History No change 34,705 3,695 0.05% 0.05% 242 0 0.0% Q2 2026 Aug 13, 2026
Brewster Financial Planning LLC History Added to 35,257 3,685 2.03% 1.87% 243 +3,246 10.14% Q3 2026 Oct 13, 2026
Tassel Capital Management, Inc. History New 35,008 3,659 1.81% — 244 +35,008 New Q3 2026 Oct 20, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 34,465 3,602 0.23% 0.21% 245 +2,282 7.09% Q3 2026 Nov 05, 2026
CULLEN/FROST BANKERS, INC. History Added to 34,042 3,558 0.03% 0.0% 246 +32,957 3037.51% Q3 2026 Oct 28, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 33,165 3,531 2.34% 2.34% 247 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History Added to 33,281 3,479 0.05% 0.05% 248 +2,658 8.68% Q3 2026 Nov 03, 2026
Clearstead Advisors, LLC History No change 32,505 3,460 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 06, 2026
Avidian Wealth Enterprises, LLC History Added to 32,870 3,436 0.1% 0.1% 250 +160 0.49% Q3 2026 Oct 08, 2026
Ausdal Financial Partners, Inc. History No change 31,146 3,316 0.13% 0.13% 251 0 0.0% Q2 2026 Aug 14, 2026
Avail Investment Partners, LLC History Added to 31,623 3,305 2.43% 2.29% 252 +3,696 13.23% Q3 2026 Oct 16, 2026
CARDIFF PARK ADVISORS, LLC History No change 30,630 3,261 0.25% 0.25% 253 0 0.0% Q2 2026 Aug 14, 2026
Waterway Wealth Management, LLC History Reduced 31,007 3,241 0.61% 2.02% 254 -62,103 -66.7% Q3 2026 Oct 28, 2026
ROGCO, LP History No change 30,390 3,235 0.99% 0.99% 255 0 0.0% Q2 2026 Jul 30, 2026
BlackRock, Inc. History No change 30,181 3,213 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 07, 2026
Brooklyn FI, LLC History Added to 30,237 3,204 0.49% 0.01% 257 +29,965 11016.54% Q3 2026 Nov 05, 2026
FIDUCIARY TRUST CO History No change 29,341 3,123 0.03% 0.03% 258 0 0.0% Q2 2026 Aug 13, 2026
Hudson Oak Wealth Advisory LLC History Added to 29,758 3,110 2.39% 2.32% 259 +1,451 5.13% Q3 2026 Oct 16, 2026
Confluence Wealth Services, Inc. History Added to 29,732 3,108 0.08% 0.07% 260 +5,465 22.52% Q3 2026 Nov 05, 2026
FMR LLC History No change 29,100 3,098 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History Added to 29,632 3,097 0.05% 0.05% 262 +1,585 5.65% Q3 2026 Nov 04, 2026
Johnson Bixby & Associates, LLC History Reduced 29,575 3,091 0.34% 0.35% 263 -105 -0.35% Q3 2026 Oct 14, 2026
Fonville Wealth Management LLC History Reduced 29,451 3,078 0.46% 0.52% 264 -454 -1.52% Q3 2026 Oct 27, 2026
Choate Investment Advisors History No change 28,825 3,068 0.05% 0.05% 265 0 0.0% Q2 2026 Aug 11, 2026
WASHINGTON TRUST BANK History Added to 28,820 3,012 0.21% 0.15% 266 +8,537 42.09% Q3 2026 Nov 03, 2026
Highview Capital Management LLC/DE/ History No change 27,763 2,955 0.85% 0.85% 267 0 0.0% Q2 2026 Aug 11, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 28,240 2,952 0.32% 0.32% 268 -1,246 -4.23% Q3 2026 Oct 22, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 27,927 2,919 0.64% 0.67% 269 0 0.0% Q3 2026 Oct 16, 2026
Perigon Wealth Management, LLC History Reduced 27,362 2,860 0.04% 0.09% 270 -23,416 -46.11% Q3 2026 Oct 22, 2026
KFA Private Wealth Group, LLC History Added to 27,307 2,854 0.67% 0.64% 271 +2,407 9.67% Q3 2026 Oct 07, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 27,251 2,848 0.46% 0.04% 272 +25,106 1170.44% Q3 2026 Oct 08, 2026
EverSource Wealth Advisors, LLC History Added to 27,023 2,824 0.09% 0.09% 273 +2,413 9.8% Q3 2026 Nov 04, 2026
LEGACY FINANCIAL GROUP, INC. History Added to 26,997 2,822 0.64% 0.6% 274 +2,978 12.4% Q3 2026 Oct 21, 2026
Ally Invest Advisors Inc. History No change 26,271 2,797 0.17% 0.17% 275 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 25,743 2,740 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 03, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 25,998 2,717 0.13% 0.12% 277 +2,712 11.65% Q3 2026 Oct 27, 2026
OLD MISSION CAPITAL LLC History No change 25,496 2,714 0.04% 0.04% 278 0 0.0% Q2 2026 Aug 14, 2026
Avant Financial Advisors LLC History Added to 25,910 2,708 1.65% 1.55% 279 +2,532 10.83% Q3 2026 Nov 02, 2026
Hirtle & Co., LLC History No change 25,410 2,705 0.09% 0.09% 280 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 25,570 2,673 0.11% 0.02% 281 +13,763 116.57% Q3 2026 Oct 21, 2026
Pines Wealth Management, LLC History Added to 25,466 2,662 0.76% 0.73% 282 +1,510 6.3% Q3 2026 Oct 21, 2026
Carr Financial Group Corp History No change 24,948 2,656 0.61% 0.61% 283 0 0.0% Q2 2026 Aug 06, 2026
GREENLEAF TRUST History Reduced 25,218 2,636 0.03% 0.05% 284 -23,184 -47.9% Q3 2026 Oct 29, 2026
MAI Capital Management History No change 24,510 2,609 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 24,440 2,602 0.12% 0.12% 286 0 0.0% Q2 2026 Aug 20, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 24,872 2,600 1.41% 1.48% 287 -523 -2.06% Q3 2026 Oct 19, 2026
Omega Financial Group, LLC History Added to 24,826 2,595 0.8% 0.71% 288 +2,872 13.08% Q3 2026 Oct 29, 2026
Private Advisor Group, LLC History No change 24,175 2,573 0.01% 0.01% 289 0 0.0% Q2 2026 Jul 27, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 24,542 2,565 0.28% 0.22% 290 +2,424 10.96% Q3 2026 Oct 21, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History Reduced 24,511 2,562 0.44% 0.5% 291 -900 -3.54% Q3 2026 Nov 04, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 24,012 2,556 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 23,888 2,543 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 13, 2026
Stone Summit Wealth LLC History Added to 24,156 2,525 0.68% 0.65% 294 +251 1.05% Q3 2026 Oct 13, 2026
United Advisor Group, LLC History Reduced 24,129 2,522 0.24% 0.27% 295 -236 -0.97% Q3 2026 Nov 02, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC History No change 23,678 2,520 0.12% 0.12% 296 0 0.0% Q2 2026 Aug 14, 2026
Crewe Advisors LLC History No change 23,393 2,490 0.18% 0.18% 297 0 0.0% Q2 2026 Jul 23, 2026
Safir Wealth Advisors, LLC History Added to 23,631 2,470 1.58% 1.59% 298 +575 2.49% Q3 2026 Oct 16, 2026
OneDigital Investment Advisors LLC History No change 23,144 2,464 0.02% 0.02% 299 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 23,115 2,461 0.06% 0.06% 300 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 23,118 2,461 0.02% 0.02% 301 0 0.0% Q2 2026 Aug 10, 2026
Unison Advisors LLC History Added to 23,288 2,434 0.17% 0.17% 302 +5 0.02% Q3 2026 Oct 28, 2026
Premier Path Wealth Partners, LLC History Added to 23,277 2,433 0.28% 0.16% 303 +10,165 77.52% Q3 2026 Oct 16, 2026
1900 WEALTH MANAGEMENT LLC History Added to 23,213 2,426 0.13% 0.12% 304 +2,323 11.12% Q3 2026 Oct 13, 2026
Parkwoods Wealth Partners, LLC History No change 22,753 2,422 0.39% 0.39% 305 0 0.0% Q2 2026 Jul 27, 2026
Destination Wealth Management History No change 22,628 2,409 0.06% 0.06% 306 0 0.0% Q2 2026 Aug 14, 2026
Altiora Financial Group, LLC History Reduced 22,849 2,388 0.39% 1.66% 307 -75,926 -76.87% Q3 2026 Nov 04, 2026
Wiser Wealth Management, Inc History Reduced 22,829 2,386 0.43% 0.47% 308 -447 -1.92% Q3 2026 Oct 13, 2026
Pinnacle Bancorp, Inc. History Added to 22,731 2,376 0.63% 0.62% 309 +247 1.1% Q3 2026 Oct 21, 2026
Bonfire Financial History No change 22,063 2,349 1.51% 1.51% 310 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 22,008 2,343 0.03% 0.03% 311 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History Added to 22,304 2,331 0.12% 0.13% 312 +1,208 5.73% Q3 2026 Oct 21, 2026
GLR Partners, LLC History New 22,024 2,302 1.07% — 313 +22,024 New Q3 2026 Nov 04, 2026
May Hill Capital, LLC History Reduced 21,988 2,298 0.45% 0.5% 314 -481 -2.14% Q3 2026 Nov 02, 2026
OLD SECOND NATIONAL BANK OF AURORA History Added to 21,949 2,294 0.46% 0.43% 315 +272 1.25% Q3 2026 Oct 22, 2026
NDWM LLC History Added to 21,902 2,289 1.31% 1.25% 316 +1,957 9.81% Q3 2026 Nov 05, 2026
FC Advisory LLC History Added to 21,854 2,284 0.6% 0.61% 317 +245 1.13% Q3 2026 Oct 05, 2026
MLG Wealth Management DBA Pine Grove Financial Group History Added to 21,808 2,279 0.22% 0.23% 318 +164 0.76% Q3 2026 Oct 13, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 21,671 2,265 0.45% 0.33% 319 +6,215 40.21% Q3 2026 Oct 16, 2026
Advus Financial Partners, LLC History Added to 21,642 2,262 0.64% 0.59% 320 +2,127 10.9% Q3 2026 Oct 20, 2026
Concurrent Investment Advisors, LLC History Added to 21,623 2,260 0.02% 0.02% 321 +4,429 25.76% Q3 2026 Oct 16, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 21,555 2,253 0.01% 0.0% 322 +11,036 104.91% Q3 2026 Nov 04, 2026
Walkner Condon Financial Advisors LLC History Reduced 21,556 2,253 0.25% 0.26% 323 -26 -0.12% Q3 2026 Oct 30, 2026
Narus Financial Partners, LLC History Reduced 21,096 2,205 0.59% 0.6% 324 -678 -3.11% Q3 2026 Oct 16, 2026
WESBANCO BANK INC History Added to 20,928 2,187 0.07% 0.04% 325 +6,484 44.89% Q3 2026 Nov 04, 2026
Mutual Advisors, LLC History No change 20,509 2,183 0.04% 0.04% 326 0 0.0% Q2 2026 Aug 14, 2026
FLC Capital Advisors History No change 20,424 2,174 0.35% 0.35% 327 0 0.0% Q2 2026 Jul 20, 2026
PRINCIPAL SECURITIES, INC. History No change 20,347 2,166 0.03% 0.03% 328 0 0.0% Q2 2026 Aug 04, 2026
Compound Planning, Inc. History Reduced 20,682 2,162 0.06% 0.08% 329 -8,476 -29.07% Q3 2026 Nov 05, 2026
Belleair Asset Management, LLC History No change 20,660 2,159 1.82% 1.85% 330 0 0.0% Q3 2026 Nov 03, 2026
SFAM, LLC History Added to 20,597 2,153 1.73% 1.53% 331 +2,963 16.8% Q3 2026 Nov 03, 2026
Rosenberg Matthew Hamilton History Added to 20,494 2,142 0.38% 0.28% 332 +6,169 43.06% Q3 2026 Oct 05, 2026
Pathstone Holdings, LLC History No change 20,092 2,139 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 19,937 2,122 0.03% 0.03% 334 0 0.0% Q2 2026 Aug 06, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 20,254 2,117 1.32% 1.08% 335 +3,940 24.15% Q3 2026 Nov 04, 2026
ZACKS INVESTMENT MANAGEMENT History No change 19,798 2,108 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 13, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 20,154 2,106 0.26% 0.05% 337 +16,625 471.1% Q3 2026 Nov 02, 2026
Meridian Wealth Management, LLC History Added to 20,127 2,104 0.06% 0.06% 338 +472 2.4% Q3 2026 Nov 05, 2026
Evensky & Katz LLC History Reduced 20,104 2,102 0.11% 0.11% 339 -85 -0.42% Q3 2026 Oct 27, 2026
McNaughton Wealth Management, LLC History Added to 20,061 2,097 0.73% 0.51% 340 +6,460 47.5% Q3 2026 Oct 08, 2026
S.A. Mason LLC History No change 19,650 2,054 0.6% 0.64% 341 0 0.0% Q3 2026 Oct 13, 2026
Allegheny Financial Group History Reduced 19,573 2,046 0.21% 0.22% 342 -199 -1.01% Q3 2026 Nov 05, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 19,449 2,033 0.16% 0.16% 343 -1,544 -7.35% Q3 2026 Oct 19, 2026
VestGen Advisors, LLC History Added to 19,365 2,024 0.06% 0.05% 344 +3,829 24.65% Q3 2026 Oct 27, 2026
IF Advisors, LLC History No change 19,000 2,022 1.33% 1.33% 345 0 0.0% Q2 2026 Aug 13, 2026
Midwestern Financial, LLC /IA History No change 18,880 2,010 1.41% 1.41% 346 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Wealth Management, LLC. History Reduced 18,906 1,976 0.43% 0.62% 347 -7,303 -27.86% Q3 2026 Oct 27, 2026
Lido Advisors, LLC History Reduced 18,726 1,957 0.01% 0.01% 348 -6,907 -26.95% Q3 2026 Nov 04, 2026
Per Stirling Capital Management, LLC. History No change 18,069 1,923 0.18% 0.18% 349 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 18,050 1,921 0.07% 0.07% 350 0 0.0% Q2 2026 Aug 13, 2026
Beaird Harris Wealth Management, LLC History No change 17,770 1,891 0.12% 0.12% 351 0 0.0% Q2 2026 Jul 08, 2026
Factor Wealth Management LTD History Reduced 17,844 1,865 0.29% 0.32% 352 -2,280 -11.33% Q3 2026 Oct 08, 2026
MAYPORT, LLC History No change 17,478 1,860 0.29% 0.29% 353 0 0.0% Q2 2026 Aug 07, 2026
Advisory Alpha, LLC History No change 17,277 1,839 0.05% 0.05% 354 0 0.0% Q2 2026 Aug 11, 2026
Redhawk Wealth Advisors, Inc. History Added to 17,590 1,838 0.19% 0.13% 355 +4,979 39.48% Q3 2026 Oct 14, 2026
SteelPeak Wealth, LLC History Reduced 17,586 1,838 0.05% 0.05% 356 -1,046 -5.61% Q3 2026 Oct 16, 2026
Lake Hills Wealth Management, LLC History Added to 17,496 1,829 0.84% 0.82% 357 +484 2.85% Q3 2026 Oct 07, 2026
Cypress Capital Group History Added to 17,414 1,820 0.17% 0.17% 358 +200 1.16% Q3 2026 Nov 03, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 17,025 1,812 0.92% 0.92% 359 0 0.0% Q2 2026 Jul 20, 2026
Trivium Point Advisory, LLC History No change 16,980 1,807 0.16% 0.16% 360 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisors, LLC History Added to 17,198 1,797 0.25% 0.24% 361 +574 3.45% Q3 2026 Oct 15, 2026
Roth Financial Partners LLC History Reduced 17,195 1,797 0.54% 0.56% 362 -504 -2.85% Q3 2026 Oct 06, 2026
HARBOUR INVESTMENTS, INC. History No change 16,853 1,794 0.02% 0.02% 363 0 0.0% Q2 2026 Aug 12, 2026
Apeiron RIA LLC History Added to 17,043 1,782 0.4% 0.26% 364 +7,669 81.81% Q3 2026 Oct 08, 2026
Financial Engines Advisors L.L.C. History No change 16,714 1,779 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 16,667 1,774 0.02% 0.02% 366 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 16,649 1,772 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 12, 2026
Thompson David Blair History No change 16,628 1,770 0.88% 0.88% 368 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 16,579 1,765 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 14, 2026
Smith Thornton Advisors LLC History Reduced 16,789 1,755 0.77% 0.8% 371 -205 -1.21% Q3 2026 Oct 16, 2026
Bangor Savings Bank History Reduced 16,789 1,755 0.13% 0.13% 370 -59 -0.35% Q3 2026 Oct 06, 2026
Ethos Financial Group, LLC History No change 16,322 1,732 0.12% 0.12% 372 0 0.0% Q2 2026 Aug 07, 2026
FORONJY FINANCIAL LLC History Added to 16,528 1,727 0.61% 0.42% 373 +5,874 55.13% Q3 2026 Oct 14, 2026
L.K. Benson & Company, P.C. History Added to 16,310 1,705 0.51% 0.51% 374 +423 2.66% Q3 2026 Oct 23, 2026
Seaside Wealth Management, Inc. History No change 15,900 1,692 0.42% 0.42% 375 0 0.0% Q2 2026 Aug 05, 2026
Boltwood Capital Management History Added to 16,015 1,674 0.38% 0.34% 376 +2,060 14.76% Q3 2026 Oct 02, 2026
INVESTMENT PARTNERS, LTD. History Added to 15,950 1,667 0.26% 0.27% 377 +7,853 96.99% Q3 2026 Oct 28, 2026
Financial Strategies Group, Inc. History No change 15,628 1,659 0.26% 0.26% 378 0 0.0% Q2 2026 Aug 10, 2026
CWS Financial Advisors, LLC History Added to 15,803 1,652 0.36% 0.29% 379 +3,533 28.79% Q3 2026 Oct 16, 2026
Atria Investments, Inc History Added to 15,792 1,650 0.02% 0.02% 380 +1,151 7.86% Q3 2026 Oct 15, 2026
Evernest Financial Advisors, LLC History No change 15,450 1,644 0.34% 0.34% 381 0 0.0% Q2 2026 Aug 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 15,644 1,635 0.06% 0.04% 382 +6,943 79.8% Q3 2026 Oct 26, 2026
Olde Wealth Management, LLC History No change 15,362 1,635 0.46% 0.46% 383 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History Added to 15,616 1,632 0.03% 0.03% 384 +746 5.02% Q3 2026 Oct 16, 2026
Kingsview Wealth Management, LLC History No change 15,139 1,611 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 18, 2026
McBroom & Associates, LLC History Reduced 15,375 1,607 0.97% 1.08% 386 -4,810 -23.83% Q3 2026 Oct 29, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 15,282 1,597 0.41% 0.44% 387 -466 -2.96% Q3 2026 Oct 06, 2026
Altar Rock LLC History No change 14,961 1,592 2.33% 2.33% 388 0 0.0% Q2 2026 Sep 21, 2026
BECKER CAPITAL MANAGEMENT INC History No change 14,883 1,584 0.04% 0.04% 389 0 0.0% Q2 2026 Jul 31, 2026
BESSEMER GROUP INC History No change 14,749 1,570 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 12, 2026
GREENWOOD GEARHART LLC History No change 15,000 1,568 0.07% 0.07% 391 0 0.0% Q3 2026 Oct 30, 2026
First Heartland Consultants, Inc. History Added to 14,980 1,566 0.1% 0.08% 392 +3,299 28.24% Q3 2026 Oct 08, 2026
XY Planning Network, Inc. History Added to 14,853 1,552 0.17% 0.17% 393 +2,150 16.93% Q3 2026 Oct 13, 2026
Silver Grove Financial Group, Inc. History Added to 14,665 1,533 0.72% 0.58% 394 +4,659 46.56% Q3 2026 Nov 05, 2026
Chicago Partners Investment Group LLC History Added to 14,412 1,524 0.03% 0.03% 395 +94 0.66% Q3 2026 Oct 26, 2026
White Lighthouse Investment Management Inc. History No change 14,500 1,515 0.18% 0.19% 396 0 0.0% Q3 2026 Oct 21, 2026
ADE, LLC History Reduced 14,386 1,503 0.61% 0.65% 397 -47 -0.33% Q3 2026 Oct 29, 2026
COMMERCE BANK History No change 14,097 1,500 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 12, 2026
Human Investing LLC History Added to 14,208 1,485 0.19% 0.19% 399 +763 5.67% Q3 2026 Oct 19, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 13,914 1,481 0.15% 0.15% 400 0 0.0% Q2 2026 Jul 29, 2026
Soltis Investment Advisors LLC History Added to 14,154 1,479 0.07% 0.08% 401 +444 3.24% Q3 2026 Oct 28, 2026
MONTAG A & ASSOCIATES INC History Added to 14,061 1,469 0.06% 0.06% 402 +6 0.04% Q3 2026 Oct 29, 2026
True Link Financial Advisors, LLC History Added to 13,885 1,451 0.08% 0.08% 403 +350 2.59% Q3 2026 Oct 27, 2026
Heartwood Wealth Advisors LLC History No change 13,868 1,449 0.11% 0.11% 404 0 0.0% Q3 2026 Oct 05, 2026
ACCREDITED INVESTOR SERVICES, LLC History Reduced 13,831 1,445 0.81% 1.02% 405 -3,140 -18.5% Q3 2026 Oct 22, 2026
Procyon Advisors, LLC History Added to 13,796 1,442 0.06% 0.03% 406 +6,910 100.35% Q3 2026 Oct 21, 2026
NWAM LLC History No change 13,486 1,435 0.07% 0.07% 407 0 0.0% Q2 2026 Jul 23, 2026
Stewardship Advisors, LLC History Added to 13,628 1,424 0.3% 0.28% 408 +802 6.25% Q3 2026 Oct 20, 2026
Rockbridge Investment Management, LCC History No change 13,298 1,415 0.11% 0.11% 409 0 0.0% Q2 2026 Aug 14, 2026
ARS Wealth Advisors Group, LLC History Added to 13,464 1,407 0.1% 0.11% 410 +442 3.39% Q3 2026 Oct 16, 2026
Plancorp, LLC History No change 13,118 1,391 0.03% 0.03% 411 0 0.0% Q3 2026 Nov 02, 2026
Roan Capital Partners History Reduced 13,303 1,390 1.02% 1.22% 412 -525 -3.8% Q3 2026 Oct 09, 2026
Joel Adams & Associates, Inc. History Added to 13,244 1,384 0.88% 0.72% 413 +2,705 25.67% Q3 2026 Nov 02, 2026
Bravera Wealth History No change 13,000 1,384 0.53% 0.53% 414 0 0.0% Q2 2026 Jul 23, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 13,221 1,382 0.32% 0.31% 415 +1,120 9.26% Q3 2026 Oct 06, 2026
Shore Point Advisors, LLC History Added to 13,107 1,370 0.43% 0.45% 417 +737 5.96% Q3 2026 Oct 14, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 12,911 1,370 0.27% 0.27% 416 0 0.0% Q2 2026 Aug 07, 2026
Godshalk Welsh Capital Management, Inc. History No change 12,850 1,368 0.74% 0.74% 418 0 0.0% Q2 2026 Aug 14, 2026
WHITE PINE CAPITAL LLC History No change 12,784 1,361 0.32% 0.32% 419 0 0.0% Q2 2026 Aug 05, 2026
Galvin, Gaustad & Stein, LLC History Reduced 12,948 1,353 0.1% 0.11% 420 -626 -4.61% Q3 2026 Oct 08, 2026
BENJAMIN EDWARDS INC History No change 12,621 1,346 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 24, 2026
IAM Advisory, LLC History No change 12,474 1,328 0.26% 0.26% 422 0 0.0% Q2 2026 Jul 14, 2026
RiverFront Investment Group, LLC History No change 12,437 1,324 0.02% 0.02% 423 0 0.0% Q2 2026 Jul 29, 2026
O'Domhnaill Enterprises, Inc. History Reduced 12,578 1,314 1.01% 1.52% 424 -5,283 -29.58% Q3 2026 Oct 29, 2026
WBH ADVISORY INC History Added to 12,558 1,312 0.09% 0.04% 425 +7,410 143.94% Q3 2026 Nov 04, 2026
Veratis Advisors, Inc. History Reduced 12,512 1,308 0.99% 0.99% 426 -678 -5.14% Q3 2026 Nov 03, 2026
Continuum Advisory, LLC History No change 12,188 1,297 0.1% 0.1% 427 0 0.0% Q2 2026 Aug 06, 2026
Belpointe Asset Management LLC History No change 12,162 1,294 0.04% 0.04% 428 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 12,162 1,294 0.15% 0.15% 429 0 0.0% Q2 2026 Jul 31, 2026
Wingate Wealth Advisors, Inc. History Added to 12,341 1,290 0.54% 0.58% 430 +21 0.17% Q3 2026 Oct 26, 2026
Ameritas Investment Partners, Inc. History No change 11,901 1,267 0.03% 0.03% 431 0 0.0% Q2 2026 Aug 13, 2026
Vantage Point Financial LLC History No change 11,904 1,267 0.39% 0.39% 432 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History No change 11,991 1,253 0.04% 0.04% 433 0 0.0% Q3 2026 Oct 28, 2026
Strategic Financial Services, Inc. History No change 11,713 1,247 0.05% 0.05% 434 0 0.0% Q2 2026 Aug 24, 2026
Capital Investment Advisory Services, LLC History Added to 11,843 1,237 0.08% 0.08% 435 +11 0.09% Q3 2026 Oct 30, 2026
Arax Advisory Partners History No change 11,422 1,216 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History Reduced 11,550 1,207 0.01% 0.01% 437 -804 -6.51% Q3 2026 Oct 22, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 11,326 1,205 0.01% 0.01% 438 0 0.0% Q2 2026 Jul 23, 2026
Intergy Private Wealth, LLC History Added to 11,501 1,202 0.27% 0.28% 440 +97 0.85% Q3 2026 Oct 16, 2026
Strategic Blueprint, LLC History Added to 11,501 1,202 0.06% 0.06% 439 +29 0.25% Q3 2026 Oct 22, 2026
Wealth Forward, LLC History New 11,286 1,179 0.53% — 441 +11,286 New Q3 2026 Oct 14, 2026
Timonier Family Office, LTD. History Added to 11,232 1,174 0.41% 0.32% 442 +706 6.71% Q3 2026 Nov 03, 2026
ST GERMAIN D J CO INC History No change 11,003 1,171 0.04% 0.04% 443 0 0.0% Q2 2026 Jul 21, 2026
Jasper Ridge Partners, L.P. History No change 10,986 1,169 0.02% 0.02% 444 0 0.0% Q2 2026 Aug 14, 2026
PINNEY & SCOFIELD, INC. History No change 10,985 1,169 0.57% 0.57% 445 0 0.0% Q2 2026 Aug 07, 2026
Archvest Wealth Advisors, Inc. History New 11,170 1,167 0.59% — 446 +11,170 New Q3 2026 Oct 29, 2026
Hobart Private Capital, LLC History Reduced 11,135 1,164 0.2% 0.21% 447 -319 -2.79% Q3 2026 Oct 19, 2026
Nuveen, LLC History No change 10,908 1,161 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 11, 2026
Ascentis Independent Advisors History New 11,074 1,157 0.07% — 449 +11,074 New Q3 2026 Nov 03, 2026
Diversified Enterprises, LLC History Reduced 11,058 1,156 0.05% 0.06% 450 -479 -4.15% Q3 2026 Oct 19, 2026
Rodgers & Associates, LTD History Added to 10,872 1,136 0.11% 0.08% 451 +2,537 30.44% Q3 2026 Oct 20, 2026
Orin Green Financial, LLC History No change 10,833 1,132 0.42% 0.43% 452 0 0.0% Q3 2026 Oct 19, 2026
Boston Trust Walden Corp History Added to 10,773 1,126 0.01% 0.0% 453 +6,492 151.65% Q3 2026 Oct 30, 2026
KINTRA WEALTH, LLC History No change 10,507 1,117 0.06% 0.06% 454 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 10,444 1,111 0.07% 0.07% 455 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisors, LLC History Reduced 10,606 1,108 0.01% 0.02% 456 -1,318 -11.05% Q3 2026 Oct 22, 2026
C M BIDWELL & ASSOCIATES LTD History No change 10,384 1,105 0.45% 0.45% 457 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 10,368 1,103 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 10,450 1,092 0.05% 0.05% 459 0 0.0% Q3 2026 Nov 03, 2026
BFSG, LLC History Added to 10,425 1,089 0.1% 0.04% 460 +6,431 161.02% Q3 2026 Oct 30, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 10,220 1,088 0.06% 0.06% 461 0 0.0% Q2 2026 Aug 12, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 10,090 1,074 0.17% 0.17% 462 0 0.0% Q2 2026 Aug 06, 2026
FSM Wealth Advisors, LLC History Reduced 10,257 1,073 0.11% 0.12% 463 -161 -1.55% Q3 2026 Oct 27, 2026
American Wealth Advisors, LLC History No change 9,952 1,059 0.99% 0.99% 464 0 0.0% Q2 2026 Aug 07, 2026
Crusonia Wealth Advisors LLC History Reduced 10,087 1,054 0.16% 0.26% 465 -4,527 -30.98% Q3 2026 Oct 26, 2026
Equitable Holdings, Inc. History No change 9,800 1,043 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 17, 2026
SONATA CAPITAL GROUP INC History Reduced 9,941 1,039 0.33% 0.35% 467 -150 -1.49% Q3 2026 Oct 19, 2026
MainStreet Investment Advisors LLC History No change 9,709 1,033 0.14% 0.14% 468 0 0.0% Q2 2026 Aug 12, 2026
Wright Wealth LLC History Added to 9,876 1,032 0.59% 0.62% 470 +116 1.19% Q3 2026 Oct 29, 2026
Cosner Financial Group, LLC History No change 9,873 1,032 0.55% 0.54% 469 0 0.0% Q3 2026 Nov 03, 2026
CVA Family Office, LLC History No change 9,573 1,019 0.09% 0.09% 471 0 0.0% Q2 2026 Aug 07, 2026
TruNorth Capital Management, LLC History No change 9,734 1,017 0.16% 0.17% 472 0 0.0% Q3 2026 Oct 14, 2026
Orange Investment Advisors, Inc. History No change 9,715 1,015 0.13% 0.13% 473 0 0.0% Q3 2026 Oct 23, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 9,595 1,003 0.06% 0.05% 475 +1,915 24.93% Q3 2026 Oct 15, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 9,429 1,003 0.09% 0.09% 474 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Wealth Strategies, LLC History Reduced 9,541 997 0.53% 0.59% 476 -800 -7.74% Q3 2026 Oct 16, 2026
DRAVO BAY LLC History No change 9,257 985 0.34% 0.34% 477 0 0.0% Q2 2026 Aug 11, 2026
RW Investment Management LLC History New 9,259 967 0.09% — 478 +9,259 New Q3 2026 Nov 03, 2026
Edgemoor Investment Advisors, Inc. History Reduced 9,149 956 0.07% 0.07% 479 -1,025 -10.07% Q3 2026 Nov 03, 2026
Arkfeld Wealth Strategies, L.L.C. History Reduced 9,120 952 0.27% 0.39% 481 -3,107 -25.41% Q3 2026 Oct 19, 2026
Fragasso Financial Advisors Inc History Added to 9,087 952 0.05% 0.05% 480 +270 3.06% Q3 2026 Oct 13, 2026
BTC Capital Management, Inc. History No change 8,906 948 0.06% 0.06% 482 0 0.0% Q2 2026 Jul 16, 2026
Rare Wolf Capital LLC History Reduced 9,008 941 0.56% 0.64% 483 -384 -4.09% Q3 2026 Oct 20, 2026
Diversify Advisory Services, LLC History Added to 8,925 939 0.01% 0.01% 484 +765 9.38% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 8,925 939 0.01% 0.01% 485 +765 9.38% Q3 2026 Oct 20, 2026
YHB Investment Advisors, Inc. History Added to 8,978 938 0.06% 0.06% 486 +55 0.62% Q3 2026 Oct 08, 2026
Arkadios Wealth Advisors History No change 8,781 934 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 10, 2026
Berger Financial Group, Inc History No change 8,739 930 0.05% 0.05% 488 0 0.0% Q2 2026 Aug 04, 2026
Prairiewood Capital, LLC History Added to 8,801 920 0.23% 0.21% 490 +1,326 17.74% Q3 2026 Oct 16, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 8,805 920 0.11% 0.12% 491 -680 -7.17% Q3 2026 Oct 28, 2026
HSBC HOLDINGS PLC History No change 8,643 920 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 14, 2026
Aletheian Wealth Advisors LLC History Added to 8,763 916 0.37% 0.38% 492 +455 5.48% Q3 2026 Oct 08, 2026
CHATHAM CAPITAL GROUP, INC. History No change 8,675 906 0.12% 0.12% 493 0 0.0% Q3 2026 Oct 15, 2026
CGN Advisors LLC History Added to 8,556 894 0.07% 0.06% 494 +1,149 15.51% Q3 2026 Oct 21, 2026
Claro Advisors Inc. History Added to 8,542 892 0.09% 0.03% 495 +5,622 192.53% Q3 2026 Nov 02, 2026
TriaGen Wealth Management LLC History No change 8,541 892 0.22% 0.23% 496 0 0.0% Q3 2026 Oct 14, 2026
HILL ISLAND FINANCIAL LLC History Added to 8,486 887 0.18% 0.19% 497 +30 0.35% Q3 2026 Oct 20, 2026
KWMG, LLC History Reduced 8,401 878 0.06% 0.12% 498 -7,737 -47.94% Q3 2026 Oct 07, 2026
POSTROCK PARTNERS LLC History No change 8,400 878 0.35% 0.36% 499 0 0.0% Q3 2026 Nov 02, 2026
Modern Wealth Management, LLC History No change 8,242 877 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 13, 2026
Advyzon Investment Management, LLC History No change 8,237 877 0.06% 0.06% 501 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 8,363 874 0.02% 0.02% 502 -301 -3.47% Q3 2026 Oct 05, 2026
Rock Point Advisors, LLC History No change 8,157 868 0.21% 0.21% 503 0 0.0% Q2 2026 Aug 06, 2026
Wealthcare Capital Partners, LLC History Added to 8,224 859 0.35% 0.31% 505 +1,147 16.21% Q3 2026 Oct 21, 2026
WEST PACES ADVISORS INC. History No change 8,223 859 0.15% 0.15% 504 0 0.0% Q3 2026 Oct 13, 2026
Gradient Investments LLC History Reduced 8,213 858 0.01% 0.01% 506 -681 -7.66% Q3 2026 Oct 08, 2026
Westover Capital Advisors, LLC History Added to 8,187 855 0.14% 0.14% 507 +228 2.86% Q3 2026 Oct 26, 2026
RCS Financial Planning, LLC History Reduced 8,157 852 0.46% 0.68% 509 -5,384 -39.76% Q3 2026 Oct 14, 2026
Brand Asset Management Group, Inc. History No change 8,009 852 0.19% 0.19% 508 0 0.0% Q2 2026 Aug 12, 2026
Outbound Financial Inc History New 8,142 851 0.54% — 510 +8,142 New Q3 2026 Oct 13, 2026
L2 Asset Management, LLC History No change 7,991 850 0.09% 0.09% 511 0 0.0% Q2 2026 Aug 13, 2026
Oasis Advisors, LLC History New 8,095 846 0.35% — 512 +8,095 New Q3 2026 Oct 16, 2026
ARK & TLK INVESTMENTS, LLC History Added to 8,059 842 0.2% 0.2% 513 +518 6.87% Q3 2026 Oct 19, 2026
LeConte Wealth Management, LLC History Reduced 8,061 842 0.45% 0.49% 514 -364 -4.32% Q3 2026 Oct 20, 2026
BAILARD, INC. History Reduced 8,034 839 0.02% 0.23% 515 -95,974 -92.28% Q3 2026 Oct 13, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 7,861 836 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 16, 2026
NBT BANK, N.A. History No change 7,955 831 0.06% 0.06% 517 0 0.0% Q3 2026 Oct 21, 2026
ArborFi Advisors, LLC History No change 7,697 819 0.59% 0.59% 518 0 0.0% Q2 2026 Aug 06, 2026
Trust Co History Added to 7,781 813 0.07% 0.03% 519 +4,189 116.62% Q3 2026 Oct 09, 2026
Everhart Financial Group, Inc. History Reduced 7,785 813 0.05% 0.05% 520 -38 -0.49% Q3 2026 Oct 08, 2026
Cornerstone Financial Group, LLC /NE/ History No change 7,636 813 0.5% 0.5% 521 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 7,606 809 0.02% 0.02% 522 0 0.0% Q2 2026 Jul 17, 2026
VISTA INVESTMENT MANAGEMENT History No change 7,588 807 0.24% 0.24% 523 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 7,573 806 0.16% 0.16% 524 0 0.0% Q2 2026 Jul 17, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 7,707 805 0.25% 0.26% 525 0 0.0% Q3 2026 Oct 15, 2026
Neuberger Berman Group LLC History No change 7,530 801 0.0% 0.0% 526 0 0.0% Q2 2026 Oct 27, 2026
Peak Wealth Management LLC History Reduced 7,596 799 0.54% 0.76% 527 -2,542 -25.07% Q3 2026 Oct 26, 2026
Trinity Wealth Management, LLC History Added to 7,634 798 0.25% 0.25% 528 +262 3.55% Q3 2026 Oct 13, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 7,593 793 0.41% 0.28% 529 +2,948 63.47% Q3 2026 Oct 29, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 7,593 793 0.55% 0.55% 530 0 0.0% Q3 2026 Nov 02, 2026
Plum Street Advisors, LLC History No change 7,394 787 0.25% 0.25% 531 0 0.0% Q2 2026 Aug 13, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 7,391 786 0.13% 0.13% 532 0 0.0% Q2 2026 Jul 14, 2026
Firestone Capital Management History Added to 7,483 782 0.15% 0.06% 533 +4,660 165.07% Q3 2026 Nov 03, 2026
Orgel Wealth Management, LLC History Added to 7,458 779 0.01% 0.02% 534 +25 0.34% Q3 2026 Oct 14, 2026
Destiny Wealth Partners, LLC History New 7,344 777 0.08% — 535 +7,344 New Q3 2026 Nov 04, 2026
Compass Financial Group, Inc. History No change 7,289 776 0.33% 0.33% 536 0 0.0% Q2 2026 Aug 04, 2026
L. Roy Papp & Associates, LLP History No change 7,350 768 0.08% 0.08% 537 0 0.0% Q3 2026 Oct 21, 2026
Capital Analysts, LLC History No change 7,210 768 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 05, 2026
Legacy Private Trust Co. History Added to 7,258 758 0.04% 0.04% 539 +180 2.54% Q3 2026 Oct 06, 2026
Objective Capital Management, LLC History Reduced 7,199 752 0.67% 0.74% 540 -596 -7.65% Q3 2026 Oct 13, 2026
Rinkey Investments History No change 7,165 749 0.18% 0.18% 541 0 0.0% Q3 2026 Oct 28, 2026
Wescott Financial Advisory Group, LLC History No change 6,966 741 0.06% 0.06% 542 0 0.0% Q2 2026 Aug 04, 2026
Foguth Wealth Management, LLC. History New 7,008 737 0.07% — 543 +7,008 New Q3 2026 Oct 19, 2026
Synergy Investment Management, LLC History No change 6,773 719 0.17% 0.17% 544 0 0.0% Q2 2026 Aug 14, 2026
First Affirmative Financial Network History New 6,856 716 0.16% — 545 +6,856 New Q3 2026 Oct 21, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 6,650 708 0.09% 0.09% 546 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 6,648 708 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,647 707 0.0% 0.0% 548 0 0.0% Q2 2026 Sep 23, 2026
Flagship Private Wealth, LLC History Added to 6,684 698 0.25% 0.24% 549 +319 5.01% Q3 2026 Nov 05, 2026
Sunbeam Capital Management, LLC History Added to 6,646 694 0.32% 0.32% 550 +1 0.02% Q3 2026 Nov 05, 2026
Keebeck Wealth Management History No change 6,518 693 0.07% 0.07% 551 0 0.0% Q2 2026 Aug 11, 2026
PATTEN & PATTEN INC/TN History Reduced 6,615 691 0.04% 0.04% 552 -275 -3.99% Q3 2026 Oct 26, 2026
Accurate Wealth Management, LLC History Added to 6,524 685 0.06% 0.06% 554 +321 5.17% Q3 2026 Oct 20, 2026
Clear Creek Financial Management, LLC History Reduced 6,558 685 0.05% 0.05% 553 -102 -1.53% Q3 2026 Oct 28, 2026
Discipline Wealth Solutions, LLC History Added to 6,561 685 0.06% 0.06% 555 +1 0.02% Q3 2026 Oct 14, 2026
Cadia Private Client LLC History No change 6,386 679 0.49% 0.49% 556 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 6,472 676 0.03% 0.03% 557 +874 15.61% Q3 2026 Nov 04, 2026
Archford Capital Strategies, LLC History Added to 6,449 674 0.07% 0.07% 558 +280 4.54% Q3 2026 Oct 19, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 6,288 669 0.07% 0.07% 559 0 0.0% Q2 2026 Aug 13, 2026
Ballast Rock Private Wealth LLC History Reduced 6,262 654 0.31% 0.78% 560 -9,664 -60.68% Q3 2026 Oct 26, 2026
Edgestream Partners, L.P. History No change 6,126 652 0.02% 0.02% 561 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History Reduced 6,201 649 0.02% 0.02% 563 -208 -3.25% Q3 2026 Oct 23, 2026
CHILTON INVESTMENT CO INC. History No change 6,105 649 0.02% 0.02% 562 0 0.0% Q2 2026 Aug 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 6,162 644 0.02% 0.01% 564 +919 17.53% Q3 2026 Oct 29, 2026
Chesapeake Wealth Management History No change 6,028 641 0.18% 0.18% 565 0 0.0% Q2 2026 Aug 13, 2026
Haverford Trust Co History No change 5,996 638 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 12, 2026
Hilltop Partners LLC History No change 5,998 638 0.15% 0.15% 567 0 0.0% Q2 2026 Aug 05, 2026
Glass Jacobson Investment Advisors llc History Added to 6,074 634 0.19% 0.14% 568 +1,914 46.01% Q3 2026 Oct 26, 2026
CITIZENS & NORTHERN CORP History No change 5,929 631 0.14% 0.14% 569 0 0.0% Q2 2026 Jul 17, 2026
PETRA FINANCIAL ADVISORS INC History No change 5,935 631 0.29% 0.29% 570 0 0.0% Q2 2026 Jul 24, 2026
Calamos Wealth Management LLC History New 6,020 629 0.02% — 571 +6,020 New Q3 2026 Nov 02, 2026
TAGStone Capital, Inc. History No change 5,896 627 0.2% 0.2% 572 0 0.0% Q2 2026 Aug 11, 2026
Cannon Wealth Management Services, LLC History No change 5,865 624 0.34% 0.34% 573 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 5,962 623 0.01% 0.01% 574 +126 2.16% Q3 2026 Oct 13, 2026
Bernardo Wealth Planning LLC History Added to 5,958 622 0.05% 0.06% 575 +2,398 67.36% Q3 2026 Oct 23, 2026
Two West Capital Advisors LLC History Added to 5,900 614 0.31% 0.3% 576 +236 4.17% Q3 2026 Oct 15, 2026
FIRST COMMUNITY TRUST NA History Added to 5,865 613 0.2% 0.11% 577 +3,625 161.83% Q3 2026 Oct 07, 2026
Strategic Financial Concepts, LLC History No change 5,753 612 0.18% 0.18% 578 0 0.0% Q2 2026 Jul 27, 2026
Princeton Global Asset Management LLC History Added to 5,852 611 0.09% 0.08% 579 +755 14.81% Q3 2026 Oct 21, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 5,722 609 0.08% 0.08% 580 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 5,709 607 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 14, 2026
LIBRA WEALTH LLC History No change 5,699 606 0.15% 0.15% 582 0 0.0% Q2 2026 Aug 06, 2026
Mills Wealth Advisors LLC History Reduced 5,794 605 0.19% 0.2% 583 -58 -0.99% Q3 2026 Oct 22, 2026
Veery Capital, LLC History Added to 5,769 603 0.16% 0.15% 584 +550 10.54% Q3 2026 Oct 07, 2026
Capital Investment Services of America, Inc. History No change 5,750 601 0.06% 0.06% 585 0 0.0% Q3 2026 Nov 02, 2026
Stonebridge Financial Group, LLC/CA History No change 5,650 601 0.08% 0.08% 586 0 0.0% Q2 2026 Aug 13, 2026
Scott Capital Advisors, LLC History Added to 5,743 599 0.09% 0.09% 587 +50 0.88% Q3 2026 Oct 09, 2026
Tilson Financial Group, Inc. History No change 5,632 599 0.16% 0.16% 588 0 0.0% Q2 2026 Jul 27, 2026
Investment Planning Advisors, Inc. History Reduced 5,721 598 0.13% 0.14% 589 -120 -2.05% Q3 2026 Oct 14, 2026
FF Advisors,LLC History Reduced 5,712 597 0.22% 0.27% 591 -945 -14.2% Q3 2026 Oct 21, 2026
Parkside Financial Bank & Trust History Reduced 5,712 597 0.04% 0.04% 590 -100 -1.72% Q3 2026 Oct 27, 2026
Csenge Advisory Group History Added to 5,690 594 0.02% 0.02% 592 +186 3.38% Q3 2026 Nov 04, 2026
Pallas Capital Advisors LLC History No change 5,559 591 0.02% 0.02% 593 0 0.0% Q2 2026 Aug 07, 2026
Bull Street Advisors, LLC History No change 5,625 588 0.27% 0.27% 594 0 0.0% Q3 2026 Oct 20, 2026
WJ Wealth Management, LLC History No change 5,577 583 0.24% 0.23% 595 0 0.0% Q3 2026 Nov 03, 2026
CWA Asset Management Group, LLC History Added to 5,569 582 0.02% 0.01% 596 +2,635 89.81% Q3 2026 Oct 19, 2026
Brady Martz Wealth Solutions, LLC History Added to 5,570 582 0.09% 0.08% 597 +422 8.2% Q3 2026 Nov 05, 2026
POWER WEALTH MANAGEMENT LLC History Added to 5,563 581 0.2% 0.17% 598 +939 20.31% Q3 2026 Oct 27, 2026
Code Waechter LLC History No change 5,514 576 0.27% 0.3% 599 0 0.0% Q3 2026 Oct 23, 2026
OceanIQ Capital, LLC History No change 5,457 573 0.3% 0.35% 600 0 0.0% Q3 2026 Oct 19, 2026
Rockport Wealth LLC History Reduced 5,445 569 0.1% 0.11% 601 -705 -11.46% Q3 2026 Nov 03, 2026
Colonial Trust Co / SC History No change 5,303 564 0.07% 0.07% 602 0 0.0% Q2 2026 Aug 11, 2026
W.H. Cornerstone Investments Inc. History Added to 5,395 563 0.31% 0.32% 603 +32 0.6% Q3 2026 Nov 03, 2026
Waldron Private Wealth LLC History No change 5,340 558 0.02% 0.02% 604 0 0.0% Q3 2026 Nov 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 5,245 558 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 24, 2026
StoneX Group Inc. History Reduced 5,331 557 0.02% 0.02% 606 -234 -4.2% Q3 2026 Nov 03, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 5,205 554 0.33% 0.33% 607 0 0.0% Q2 2026 Aug 05, 2026
Aerodigm Wealth, LLC History Added to 5,275 551 0.19% 0.14% 608 +1,325 33.54% Q3 2026 Oct 16, 2026
SAX WEALTH ADVISORS, LLC History Reduced 5,247 548 0.02% 0.07% 609 -11,029 -67.76% Q3 2026 Oct 13, 2026
TOMPKINS FINANCIAL CORP History Reduced 5,205 544 0.04% 0.08% 610 -5,262 -50.27% Q3 2026 Oct 05, 2026
Pacific Park Financial, Inc. History New 5,190 542 0.32% — 614 +5,190 New Q3 2026 Oct 13, 2026
Onyx Bridge Wealth Group LLC History Added to 5,187 542 0.05% 0.05% 612 +33 0.64% Q3 2026 Oct 16, 2026
LaFleur & Godfrey LLC History No change 5,185 542 0.07% 0.07% 611 0 0.0% Q3 2026 Oct 27, 2026
Aspen Wealth Strategies, LLC History No change 5,091 542 0.26% 0.26% 613 0 0.0% Q2 2026 Aug 07, 2026
Physician Wealth Advisors, Inc. History Added to 5,181 541 0.06% 0.06% 615 +109 2.15% Q3 2026 Oct 20, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 5,169 540 0.03% 0.02% 616 +938 22.17% Q3 2026 Oct 14, 2026
Summit Wealth Partners, LLC History No change 5,078 540 0.08% 0.08% 617 0 0.0% Q2 2026 Aug 03, 2026
Colonial Trust Advisors History No change 5,045 537 0.04% 0.04% 618 0 0.0% Q2 2026 Aug 11, 2026
American Institute for Advanced Investment Management, LLP History Added to 5,125 535 0.31% 0.22% 619 +1,475 40.41% Q3 2026 Nov 03, 2026
M Holdings Securities, Inc. History New 5,063 531 0.03% — 620 +5,063 New Q3 2026 Nov 03, 2026
Hilltop Holdings Inc. History No change 4,952 527 0.04% 0.04% 621 0 0.0% Q2 2026 Aug 13, 2026
Shepherd Street Advisors LLC History Added to 5,026 526 0.45% 0.4% 622 +743 17.35% Q3 2026 Oct 21, 2026
BRIGHTON JONES LLC History Reduced 5,017 524 0.01% 0.01% 623 -277 -5.23% Q3 2026 Nov 03, 2026
Allen Capital Group, LLC History Added to 5,007 523 0.04% 0.04% 625 +353 7.58% Q3 2026 Oct 27, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 5,000 523 0.06% 0.06% 624 0 0.0% Q3 2026 Oct 26, 2026
Stratos Investment Management, LLC History No change 4,904 522 0.02% 0.02% 626 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 4,879 519 0.03% 0.03% 627 0 0.0% Q2 2026 Aug 10, 2026
Madison Wealth Partners, Inc History No change 4,881 519 0.07% 0.07% 628 0 0.0% Q2 2026 Aug 12, 2026
Revolve Wealth Partners, LLC History No change 4,954 517 0.05% 0.05% 629 0 0.0% Q3 2026 Oct 23, 2026
NOVEM GROUP History Reduced 4,891 511 0.05% 0.05% 630 -23 -0.47% Q3 2026 Oct 19, 2026
J.W. COLE ADVISORS, INC. History Added to 4,829 504 0.01% 0.01% 631 +238 5.18% Q3 2026 Nov 05, 2026
GenTrust, LLC History No change 4,737 504 0.02% 0.02% 632 0 0.0% Q2 2026 Aug 06, 2026
Sage Financial Management Group, Inc. History No change 4,738 504 0.14% 0.14% 633 0 0.0% Q2 2026 Jul 24, 2026
SHRIER WEALTH MANAGEMENT, LLC History Added to 4,813 503 0.17% 0.13% 634 +1,113 30.08% Q3 2026 Oct 20, 2026
FOSTER & MOTLEY INC History No change 4,687 499 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 07, 2026
Aviance Capital Partners, LLC History Reduced 4,766 498 0.05% 0.05% 636 -152 -3.09% Q3 2026 Oct 28, 2026
Uniting Wealth Partners, LLC History No change 4,685 498 0.1% 0.1% 637 0 0.0% Q2 2026 Aug 06, 2026
Cloud Capital Management, LLC History No change 4,676 498 0.18% 0.18% 638 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 4,670 497 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 14, 2026
Approach Retirement Advisors, LLC History No change 4,739 495 0.37% 0.37% 640 0 0.0% Q3 2026 Oct 22, 2026
CoreCap Advisors, LLC History Reduced 4,680 489 0.01% 0.01% 642 -43 -0.91% Q3 2026 Oct 08, 2026
Biltmore Family Office, LLC History No change 4,680 489 0.07% 0.07% 641 0 0.0% Q3 2026 Nov 03, 2026
Dorsey & Whitney Trust CO LLC History No change 4,578 487 0.02% 0.02% 643 0 0.0% Q2 2026 Aug 14, 2026
Beaumont Financial Advisors, LLC History No change 4,643 485 0.03% 0.03% 644 0 0.0% Q3 2026 Oct 22, 2026
Investments & Financial Planning, LLC History No change 4,499 479 0.23% 0.23% 645 0 0.0% Q2 2026 Aug 12, 2026
Avid Wealth Partners LLC History Added to 4,562 476 0.22% 0.22% 646 +219 5.04% Q3 2026 Nov 03, 2026
Western Wealth Management, LLC History No change 4,441 472 0.02% 0.02% 647 0 0.0% Q2 2026 Aug 14, 2026
Chatterton & Associates Inc. History No change 4,452 472 0.28% 0.28% 648 0 0.0% Q2 2026 Jul 14, 2026
STEPHENS INC /AR/ History No change 4,401 468 0.01% 0.01% 649 0 0.0% Q2 2026 Jul 29, 2026
Main Line Retirement Advisors, LLC History Added to 4,464 466 0.2% 0.22% 650 +6 0.13% Q3 2026 Oct 14, 2026
Prosperity Consulting Group, LLC History No change 4,354 463 0.02% 0.02% 651 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 4,431 463 0.01% 0.01% 652 0 0.0% Q3 2026 Nov 02, 2026
Hayek Kallen Investment Management History No change 4,325 460 0.14% 0.14% 653 0 0.0% Q2 2026 Aug 17, 2026
Smith & Howard Wealth Management, LLC History Reduced 4,400 459 0.09% 0.25% 654 -7,477 -62.95% Q3 2026 Oct 27, 2026
Helium Advisors LLC History Reduced 4,389 458 0.4% 0.42% 655 -372 -7.81% Q3 2026 Oct 23, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 4,377 457 0.11% 0.11% 656 +5 0.11% Q3 2026 Nov 05, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 4,321 451 0.09% 0.14% 657 -2,249 -34.23% Q3 2026 Oct 05, 2026
Delos Wealth Advisors, LLC History No change 4,236 451 0.23% 0.23% 658 0 0.0% Q2 2026 Aug 14, 2026
Sovereign Financial Group, Inc. History No change 4,217 448 0.07% 0.07% 659 0 0.0% Q2 2026 Jul 24, 2026
Gibbs Wealth Management History No change 4,282 447 0.05% 0.05% 660 0 0.0% Q3 2026 Oct 22, 2026
Garde Capital, Inc. History Reduced 4,250 444 0.02% 0.03% 661 -2,627 -38.2% Q3 2026 Oct 29, 2026
15 Wealth Advisors LLC History New 4,204 439 0.11% — 662 +4,204 New Q3 2026 Oct 14, 2026
Eagle Bay Advisors LLC History No change 4,180 436 0.32% 0.33% 663 0 0.0% Q3 2026 Oct 16, 2026
Financial Insights, Inc. History New 4,132 431 0.11% — 664 +4,132 New Q3 2026 Oct 27, 2026
Lighthouse Financial LLC History New 4,101 428 0.19% — 665 +4,101 New Q3 2026 Oct 22, 2026
DAVENPORT & Co LLC History Reduced 4,077 426 0.0% 0.0% 666 -746 -15.47% Q3 2026 Oct 14, 2026
Polaris Investment Advisors, LLC History No change 4,078 426 0.27% 0.28% 667 0 0.0% Q3 2026 Oct 20, 2026
WEDBUSH SECURITIES INC History Added to 4,022 421 0.01% 0.01% 668 +1,100 37.65% Q3 2026 Oct 22, 2026
NorthCrest Asset Manangement, LLC History Added to 4,005 418 0.01% 0.01% 673 +79 2.01% Q3 2026 Oct 09, 2026
MCF Advisors LLC History Added to 4,007 418 0.01% 0.02% 670 +10 0.25% Q3 2026 Oct 28, 2026
Parallel Advisors, LLC History Reduced 4,001 418 0.01% 0.01% 671 -4 -0.1% Q3 2026 Nov 03, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 4,000 418 0.04% 0.04% 669 0 0.0% Q3 2026 Oct 13, 2026
HCR Wealth Advisors History No change 4,000 418 0.03% 0.04% 672 0 0.0% Q3 2026 Oct 15, 2026
Split Rock Private Trading & Wealth Management, LLC History Added to 3,991 417 0.28% 0.23% 674 +833 26.38% Q3 2026 Oct 15, 2026
CAPSTONE CAPITAL LLC History No change 3,957 413 0.23% 0.24% 675 0 0.0% Q3 2026 Oct 13, 2026
Curtis Advisory Group, LLC History Added to 3,927 410 0.08% 0.05% 676 +1,447 58.35% Q3 2026 Oct 28, 2026
Cherry Tree Wealth Management, LLC History Reduced 3,910 408 0.08% 0.08% 677 -96 -2.4% Q3 2026 Oct 15, 2026
WPG Advisers, LLC History Reduced 3,909 408 0.22% 0.25% 678 -18 -0.46% Q3 2026 Oct 27, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Reduced 3,869 404 0.05% 0.14% 680 -6,123 -61.28% Q3 2026 Oct 19, 2026
Wilmington Savings Fund Society, FSB History Reduced 3,873 404 0.01% 0.01% 679 -1,295 -25.06% Q3 2026 Oct 23, 2026
Collaborative Wealth Managment Inc. History No change 3,795 404 0.17% 0.17% 681 0 0.0% Q2 2026 Aug 05, 2026
KRM WEALTH MANAGEMENT L.L.C. History Added to 3,859 403 0.18% 0.18% 682 +25 0.65% Q3 2026 Oct 30, 2026
WARNER FINANCIAL, INC History No change 3,784 402 0.12% 0.12% 683 0 0.0% Q2 2026 Jul 09, 2026
BDFS Capital LLC History Reduced 3,845 401 0.2% 0.45% 684 -5,821 -60.22% Q3 2026 Oct 14, 2026
WHITTIER TRUST CO History No change 3,764 400 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 27, 2026
Traction Financial Partners, LLC History No change 3,731 397 0.21% 0.21% 686 0 0.0% Q2 2026 Aug 13, 2026
Generations Wealth, LLC History No change 3,716 395 0.38% 0.38% 687 0 0.0% Q2 2026 Aug 11, 2026
NTV ASSET MANAGEMENT LLC History Added to 3,761 393 0.04% 0.03% 688 +993 35.87% Q3 2026 Oct 23, 2026
BCGM Wealth Management, LLC History No change 3,686 392 0.08% 0.08% 689 0 0.0% Q2 2026 Aug 04, 2026
Atwater Malick LLC History New 3,729 389 0.09% — 691 +3,729 New Q3 2026 Oct 15, 2026
Cornerstone Investment Partners, LLC History No change 3,660 389 0.01% 0.01% 690 0 0.0% Q2 2026 Aug 07, 2026
Centennial Bank/AR/ History No change 3,630 386 0.12% 0.12% 692 0 0.0% Q2 2026 Aug 10, 2026
River Street Advisors LLC History New 3,690 385 0.12% — 694 +3,690 New Q3 2026 Oct 22, 2026
Patriot Financial Group Insurance Agency, LLC History No change 3,687 385 0.04% 0.04% 693 0 0.0% Q3 2026 Oct 14, 2026
Wealthspire Retirement, LLC History No change 3,593 382 0.02% 0.02% 695 0 0.0% Q2 2026 Aug 12, 2026
Marshall Financial Group, LLC History No change 3,565 379 0.06% 0.06% 696 0 0.0% Q2 2026 Jul 17, 2026
Spire Wealth Management History Reduced 3,624 378 0.01% 0.01% 698 -1,017 -21.91% Q3 2026 Oct 30, 2026
Team Financial Group, LLC History Reduced 3,624 378 0.15% 0.18% 697 -303 -7.72% Q3 2026 Oct 30, 2026
CAP Partners, LLC History Added to 3,593 375 0.17% 0.18% 699 +83 2.36% Q3 2026 Oct 19, 2026
RIVERSEDGE ADVISORS, LLC History Added to 3,562 372 0.05% 0.05% 701 +16 0.45% Q3 2026 Oct 09, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 3,496 372 0.2% 0.2% 700 0 0.0% Q2 2026 Aug 13, 2026
Rede Wealth, LLC History Reduced 3,544 370 0.12% 0.17% 702 -1,401 -28.33% Q3 2026 Oct 22, 2026
Park Place Capital Corp History No change 3,479 370 0.06% 0.06% 703 0 0.0% Q2 2026 Aug 13, 2026
Investment Advisory Group, LLC History No change 3,464 368 0.08% 0.08% 704 0 0.0% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History Reduced 3,487 364 0.0% 0.0% 705 -48 -1.36% Q3 2026 Oct 15, 2026
49 WEALTH MANAGEMENT, LLC History No change 3,411 363 0.07% 0.07% 706 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 3,411 363 0.07% 0.07% 707 0 0.0% Q2 2026 Aug 14, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 3,443 359 0.07% 0.09% 708 -709 -17.08% Q3 2026 Oct 07, 2026
PRECEDENT WEALTH PARTNERS, LLC History New 3,427 358 0.05% — 710 +3,427 New Q3 2026 Oct 21, 2026
Foundation Wealth Management, LLC\PA History Added to 3,431 358 0.12% 0.11% 709 +119 3.59% Q3 2026 Oct 13, 2026
Lakeshore Financial Planning, Inc. History Reduced 3,406 356 0.11% 0.32% 711 -6,009 -63.82% Q3 2026 Oct 13, 2026
Chris Bulman Inc History Added to 3,402 355 0.12% 0.13% 713 +32 0.95% Q3 2026 Oct 20, 2026
STOCK YARDS BANK & TRUST CO History No change 3,335 355 0.01% 0.01% 712 0 0.0% Q2 2026 Aug 19, 2026
Advisor Resource Council History Added to 3,396 354 0.12% 0.1% 714 +139 4.27% Q3 2026 Nov 05, 2026
Foster Group, Inc. History Added to 3,348 350 0.01% 0.01% 715 +221 7.07% Q3 2026 Oct 13, 2026
Heritage Wealth Management, Inc. /CA/ History No change 3,343 349 0.12% 0.13% 716 0 0.0% Q3 2026 Oct 27, 2026
BETO FINANCIAL GROUP, LLC History No change 3,289 349 0.18% 0.18% 717 0 0.0% Q2 2026 Aug 07, 2026
WESTWOOD HOLDINGS GROUP INC History No change 3,261 347 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 14, 2026
Virtue Capital Management, LLC History Added to 3,314 346 0.05% 0.05% 720 +113 3.53% Q3 2026 Oct 29, 2026
LANARK FINANCIAL, INC. History Reduced 3,312 346 0.02% 0.02% 719 -44 -1.31% Q3 2026 Oct 26, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 3,306 345 0.05% 0.05% 721 +150 4.75% Q3 2026 Nov 04, 2026
Petersen Hastings Wealth Advisors Inc. History Reduced 3,302 345 0.03% 0.03% 722 -121 -3.53% Q3 2026 Oct 27, 2026
RWA WEALTH PARTNERS, LLC History No change 3,235 344 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 07, 2026
Riverbend Wealth Management, LLC History No change 3,285 343 0.16% 0.18% 724 0 0.0% Q3 2026 Oct 15, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 3,211 341 0.03% 0.03% 725 0 0.0% Q2 2026 Aug 14, 2026
Horst & Graben Wealth Management LLC History Added to 3,253 340 0.04% 0.05% 726 +14 0.43% Q3 2026 Oct 30, 2026
Second Line Capital, LLC History No change 3,194 340 0.06% 0.06% 727 0 0.0% Q2 2026 Sep 02, 2026
LexAurum Advisors, LLC History Added to 3,246 339 0.04% 0.02% 728 +1,246 62.3% Q3 2026 Oct 19, 2026
McKinley Carter Wealth Services, Inc. History No change 3,221 336 0.02% 0.02% 729 0 0.0% Q3 2026 Oct 16, 2026
R2 Capital Strategies, LLC History Added to 3,160 330 0.14% 0.12% 730 +700 28.46% Q3 2026 Oct 15, 2026
FIRST HORIZON CORP History No change 3,124 326 0.01% 0.01% 731 0 0.0% Q3 2026 Oct 26, 2026
Apollon Wealth Management, LLC History Reduced 3,107 324 0.0% 0.01% 732 -814 -20.76% Q3 2026 Oct 23, 2026
Cannon Financial Strategists, Inc. History Added to 3,098 323 0.04% 0.04% 733 +1 0.03% Q3 2026 Oct 19, 2026
PROFFITT & GOODSON INC History No change 3,025 322 0.04% 0.04% 734 0 0.0% Q2 2026 Jul 22, 2026
FIRST MANHATTAN CO. LLC. History No change 2,992 318 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 2,988 318 0.01% 0.01% 736 0 0.0% Q2 2026 Aug 13, 2026
Alta Wealth Advisors LLC History No change 2,993 318 0.09% 0.09% 737 0 0.0% Q2 2026 Jul 30, 2026
Ponta Wealth Partners, LLC History No change 2,979 317 0.17% 0.17% 738 0 0.0% Q2 2026 Aug 12, 2026
Wise Wealth Partners History Added to 3,032 316 0.58% 0.54% 740 +19 0.63% Q3 2026 Oct 13, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 3,031 316 0.07% 0.07% 739 0 0.0% Q3 2026 Oct 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 3,012 314 0.01% — 744 +3,012 New Q3 2026 Oct 23, 2026
Agate Pass Investment Management, LLC History Added to 3,004 314 0.11% 0.09% 743 +732 32.22% Q3 2026 Oct 20, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 3,000 314 0.01% 0.01% 741 0 0.0% Q3 2026 Oct 29, 2026
Probity Advisors, Inc. History No change 3,007 314 0.04% 0.05% 742 0 0.0% Q3 2026 Oct 23, 2026
Busey Bank History Reduced 3,000 313 0.01% 0.01% 746 -306 -9.26% Q3 2026 Oct 26, 2026
EVERETT HARRIS & CO /CA/ History No change 3,000 313 0.0% 0.0% 745 0 0.0% Q3 2026 Oct 28, 2026
Capital Advisors Wealth Management, LLC History Added to 2,961 309 0.03% 0.04% 747 +18 0.61% Q3 2026 Oct 09, 2026
IMA Advisory Services, Inc. History No change 2,867 305 0.02% 0.02% 748 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 2,910 304 0.0% 0.01% 749 -1,396 -32.42% Q3 2026 Oct 22, 2026
CacheTech Inc. History No change 2,853 303 0.05% 0.05% 750 0 0.0% Q2 2026 Aug 11, 2026
Venture Visionary Partners LLC History Reduced 2,891 302 0.01% 0.01% 751 -204 -6.59% Q3 2026 Oct 07, 2026
Essential Planning, LLC. History Added to 2,898 302 0.08% 0.09% 752 +19 0.66% Q3 2026 Oct 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 2,821 300 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 10, 2026
WealthShield Partners, LLC History No change 2,802 298 0.05% 0.05% 754 0 0.0% Q2 2026 Aug 12, 2026
Capasso Planning Partners LLC History No change 2,797 297 0.15% 0.15% 755 0 0.0% Q2 2026 Aug 18, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 2,789 296 0.09% 0.09% 756 0 0.0% Q2 2026 Jul 29, 2026
BALLAST ADVISORS LLC History No change 2,785 296 0.07% 0.07% 757 0 0.0% Q2 2026 Aug 12, 2026
Carolina Wealth Management Inc History No change 2,832 296 0.13% 0.14% 758 0 0.0% Q3 2026 Oct 29, 2026
Rossby Financial, LCC History Added to 2,795 292 0.04% 0.04% 759 +722 34.83% Q3 2026 Nov 05, 2026
Mezzasalma Advisors, LLC History Reduced 2,771 289 0.06% 0.06% 760 -238 -7.91% Q3 2026 Oct 14, 2026
DT Investment Partners, LLC History Added to 2,759 288 0.02% 0.01% 761 +1,262 84.3% Q3 2026 Oct 27, 2026
WLTH Capital Management, LLC History Reduced 2,753 287 1.75% 1.79% 764 -23,542 -89.53% Q3 2026 Oct 20, 2026
GRANDFIELD & DODD, LLC History No change 2,750 287 0.02% 0.02% 762 0 0.0% Q3 2026 Oct 28, 2026
Hills Bank & Trust Co History No change 2,702 287 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 10, 2026
Navigate Wealth Management, LLC History New 2,725 285 0.17% — 766 +2,725 New Q3 2026 Oct 14, 2026
Eagle Strategies LLC History Reduced 2,733 285 0.03% 0.03% 765 -178 -6.11% Q3 2026 Oct 16, 2026
Ameritas Advisory Services, LLC History No change 2,672 284 0.01% 0.01% 767 0 0.0% Q2 2026 Aug 14, 2026
Gemmer Asset Management LLC History Added to 2,716 283 0.02% 0.02% 768 +570 26.56% Q3 2026 Oct 16, 2026
Sequent Planning LLC History No change 2,663 283 0.06% 0.06% 769 0 0.0% Q2 2026 Aug 14, 2026
Sterling Investment Counsel, LLC History Reduced 2,695 281 0.06% 0.07% 770 -20 -0.74% Q3 2026 Oct 19, 2026
LAKE STREET PRIVATE WEALTH, LLC History New 2,687 280 0.03% — 772 +2,687 New Q3 2026 Oct 22, 2026
Weitzel Financial Services, Inc. History New 2,677 280 0.09% — 773 +2,677 New Q3 2026 Oct 16, 2026
Integris Wealth Management, LLC History No change 2,685 280 0.05% 0.06% 771 0 0.0% Q3 2026 Oct 14, 2026
WEST MICHIGAN ADVISORS, LLC History No change 2,623 279 0.05% 0.05% 774 0 0.0% Q2 2026 Aug 21, 2026
Traveka Wealth, LLC History Reduced 2,653 277 0.09% 0.11% 775 -534 -16.76% Q3 2026 Oct 19, 2026
SEEDS INVESTOR LLC History No change 2,602 277 0.03% 0.03% 776 0 0.0% Q2 2026 Aug 12, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 2,640 275 0.02% 0.02% 777 0 0.0% Q3 2026 Oct 13, 2026
SHUFRO ROSE & CO LLC History No change 2,568 273 0.02% 0.02% 778 0 0.0% Q2 2026 Aug 12, 2026
VERITY Wealth Advisors History No change 2,568 273 0.16% 0.16% 779 0 0.0% Q2 2026 Jul 16, 2026
XTX Topco Ltd History No change 2,568 273 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 14, 2026
Asset Allocation Strategies LLC History New 2,608 272 0.04% — 781 +2,608 New Q3 2026 Oct 20, 2026
Legacy Financial Strategies, LLC History Added to 2,593 271 0.04% 0.03% 782 +533 25.87% Q3 2026 Oct 15, 2026
Kovack Advisors, Inc. History No change 2,551 271 0.01% 0.01% 783 0 0.0% Q2 2026 Jul 28, 2026
Koss-Olinger Consulting, LLC History No change 2,553 271 0.02% 0.02% 784 0 0.0% Q2 2026 Aug 10, 2026
Armor Investment Advisors, LLC History Reduced 2,592 270 0.09% 0.11% 785 -697 -21.19% Q3 2026 Oct 27, 2026
HORAN Wealth, LLC History No change 2,541 270 0.03% 0.03% 786 0 0.0% Q2 2026 Aug 26, 2026
White & Co Financial Planning Inc History Added to 2,527 269 0.18% 0.16% 787 +121 5.03% Q3 2026 Oct 15, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 2,567 268 0.03% 0.03% 788 0 0.0% Q3 2026 Nov 02, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 2,501 266 0.02% 0.02% 789 0 0.0% Q2 2026 Aug 13, 2026
Hidden Cove Wealth Management, LLC History No change 2,545 266 0.14% 0.15% 790 0 0.0% Q3 2026 Oct 19, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 2,541 265 0.06% — 793 +2,541 New Q3 2026 Nov 02, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Reduced 2,544 265 0.38% 0.42% 792 -57 -2.19% Q3 2026 Oct 19, 2026
Private Wealth Asset Management, LLC History No change 2,498 265 0.03% 0.03% 791 0 0.0% Q2 2026 Aug 11, 2026
Embree Financial Group History Added to 2,525 263 0.03% 0.03% 794 +168 7.13% Q3 2026 Oct 22, 2026
Leading Edge Financial Planning LLC History Added to 2,510 262 0.05% 0.05% 795 +7 0.28% Q3 2026 Oct 23, 2026
Pinnacle Financial Partners, Inc. History No change 2,463 262 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 14, 2026
Envision Financial LLC History Reduced 2,498 261 0.12% 0.29% 797 -3,418 -57.78% Q3 2026 Oct 15, 2026
Unified Investment Management History No change 2,500 261 0.23% 0.25% 798 0 0.0% Q3 2026 Oct 14, 2026
Atlas Legacy Advisors, LLC History No change 2,445 260 0.04% 0.04% 799 0 0.0% Q2 2026 Jul 31, 2026
1834 INVESTMENT ADVISORS CO History Reduced 2,484 259 0.03% 0.04% 800 -1,046 -29.63% Q3 2026 Oct 16, 2026
Sowell Financial Services LLC History Added to 2,473 258 0.01% 0.01% 801 +84 3.52% Q3 2026 Oct 23, 2026
Linscomb Wealth, Inc. History Reduced 2,449 256 0.01% 0.02% 802 -1,748 -41.65% Q3 2026 Nov 05, 2026
Capital Advisors, Ltd. LLC History No change 2,452 256 0.03% 0.03% 803 0 0.0% Q3 2026 Oct 27, 2026
WEALTH EFFECTS LLC History Reduced 2,440 255 0.07% 0.09% 806 -741 -23.29% Q3 2026 Oct 23, 2026
Hurlow Wealth Management Group, Inc. History Added to 2,447 255 0.05% 0.05% 805 +46 1.92% Q3 2026 Oct 29, 2026
TOWER BRIDGE ADVISORS History No change 2,400 255 0.02% 0.02% 804 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,388 253 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 27, 2026
PINNACLE ASSOCIATES LTD History New 2,415 252 0.0% — 809 +2,415 New Q3 2026 Oct 20, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 2,414 252 0.0% 0.0% 808 -509 -17.41% Q3 2026 Oct 13, 2026
Lodestone Wealth Management LLC History No change 2,398 250 0.08% 0.09% 810 0 0.0% Q3 2026 Oct 14, 2026
Robertson Stephens Wealth Management, LLC History No change 2,373 248 0.01% 0.01% 811 0 0.0% Q3 2026 Oct 16, 2026
Rialto Wealth Management, LLC History No change 2,335 248 0.05% 0.05% 812 0 0.0% Q2 2026 Aug 11, 2026
Rothschild Wealth LLC History No change 2,326 247 0.02% 0.02% 813 0 0.0% Q2 2026 Aug 11, 2026
Nautilus Advisors LLC History No change 2,370 247 0.15% 0.15% 814 0 0.0% Q3 2026 Oct 06, 2026
Simplicity Wealth,LLC History New 2,356 246 0.01% — 818 +2,356 New Q3 2026 Oct 23, 2026
W.G. Shaheen & Associates DBA Whitney & Co History New 2,355 246 0.02% — 817 +2,355 New Q3 2026 Nov 03, 2026
Winthrop Advisory Group LLC History Reduced 2,355 246 0.02% 0.02% 816 -162 -6.44% Q3 2026 Oct 22, 2026
Jaffetilchin Investment Partners, LLC History No change 2,317 246 0.01% 0.01% 815 0 0.0% Q2 2026 Oct 20, 2026
Signature Equity Partners, LLC History Added to 2,322 242 0.08% 0.02% 820 +1,947 519.2% Q3 2026 Oct 29, 2026
Guardian Asset Advisors, LLC History Added to 2,322 242 0.11% 0.11% 819 +13 0.56% Q3 2026 Oct 16, 2026
BCS Wealth Management History No change 2,292 239 0.04% 0.04% 821 0 0.0% Q3 2026 Nov 03, 2026
REGATTA CAPITAL GROUP, LLC History New 2,275 237 0.03% — 822 +2,275 New Q3 2026 Oct 23, 2026
CROBAN History No change 2,200 234 0.1% 0.1% 823 0 0.0% Q2 2026 Aug 03, 2026
Pacific Center for Financial Services History New 2,230 233 0.05% — 824 +2,230 New Q3 2026 Oct 15, 2026
Wealth Advisory Solutions, LLC History No change 2,222 232 0.05% 0.05% 825 0 0.0% Q3 2026 Oct 20, 2026
Pinnacle Wealth Management Advisory Group, LLC History New 2,215 231 0.01% — 826 +2,215 New Q3 2026 Oct 23, 2026
AMERIFLEX GROUP, INC. History No change 2,166 230 0.09% 0.09% 827 0 0.0% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 2,172 227 0.03% 0.03% 828 0 0.0% Q3 2026 Nov 02, 2026
Keel Point, LLC History No change 2,129 226 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 14, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 2,110 224 0.05% 0.05% 830 0 0.0% Q2 2026 Jul 09, 2026
Smartleaf Asset Management LLC History No change 2,092 222 0.01% 0.01% 831 0 0.0% Q2 2026 Aug 12, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 2,080 221 0.09% 0.09% 832 0 0.0% Q2 2026 Aug 03, 2026
Harbour Capital Advisors, LLC History No change 2,118 221 0.04% 0.04% 833 0 0.0% Q3 2026 Oct 13, 2026
Balanced Rock Investment Advisors LLC History No change 2,078 221 0.14% 0.14% 834 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Reduced 2,097 219 0.0% 0.01% 835 -960 -31.4% Q3 2026 Oct 08, 2026
Integrity Advisory Solutions, LLC History Reduced 2,066 215 0.02% 0.02% 836 -35 -1.67% Q3 2026 Oct 29, 2026
Lansing Street Advisors History No change 2,016 214 0.05% 0.05% 837 0 0.0% Q2 2026 Jul 24, 2026
Axis Wealth Partners, LLC History No change 2,010 214 0.1% 0.1% 838 0 0.0% Q2 2026 Jul 28, 2026
Columbus Macro, LLC History No change 2,045 213 0.02% 0.02% 839 0 0.0% Q3 2026 Oct 14, 2026
Goldstone Financial Group, LLC History No change 1,998 212 0.02% 0.02% 840 0 0.0% Q2 2026 Aug 11, 2026
Bedel Financial Consulting, Inc. History No change 1,981 210 0.02% 0.02% 841 0 0.0% Q2 2026 Jul 29, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,976 210 0.05% 0.05% 842 0 0.0% Q2 2026 Jul 08, 2026
SUTTON PLACE INVESTORS LLC History Reduced 2,005 209 0.1% 0.12% 845 -349 -14.83% Q3 2026 Oct 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,000 209 0.02% 0.02% 843 0 0.0% Q3 2026 Oct 27, 2026
Sage Mountain Advisors LLC History No change 2,000 209 0.01% 0.01% 844 0 0.0% Q3 2026 Nov 02, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 1,962 208 0.03% 0.03% 846 0 0.0% Q2 2026 Aug 06, 2026
Omnia Family Wealth, LLC History No change 1,928 205 0.05% 0.05% 847 0 0.0% Q2 2026 Jul 09, 2026
Geneos Wealth Management Inc. History No change 1,907 203 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History No change 1,901 202 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 13, 2026
FIRST HAWAIIAN BANK History No change 1,935 202 0.02% 0.03% 850 0 0.0% Q3 2026 Oct 13, 2026
Uptown Financial Advisors LLC History No change 1,935 202 0.14% 0.14% 851 0 0.0% Q3 2026 Oct 15, 2026
Paladin Partners, LLC History No change 1,935 202 0.12% 0.14% 852 0 0.0% Q3 2026 Oct 06, 2026
Baring Financial LLC History New 1,915 200 0.11% — 855 +1,915 New Q3 2026 Oct 07, 2026
High Probability Advisors, LLC History Reduced 1,916 200 0.02% 0.02% 853 -55 -2.79% Q3 2026 Oct 19, 2026
AssuredPartners Investment Advisors, LLC History No change 1,882 200 0.02% 0.02% 854 0 0.0% Q2 2026 Aug 10, 2026
BLUELINE ADVISORS LLC History No change 1,799 188 0.13% 0.13% 856 0 0.0% Q3 2026 Oct 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 1,488 155 0.09% — 857 +1,488 New Q3 2026 Oct 28, 2026
Glen Eagle Advisors, LLC History No change 1,427 151 0.02% 0.02% 858 0 0.0% Q2 2026 Aug 14, 2026
Independence Bank of Kentucky History No change 1,365 142 0.02% 0.02% 859 0 0.0% Q3 2026 Oct 26, 2026
PRIVATE TRUST CO NA History No change 1,357 141 0.01% 0.01% 860 0 0.0% Q3 2026 Oct 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,313 139 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,300 135 0.03% 0.03% 862 0 0.0% Q3 2026 Oct 20, 2026
Integrity Financial Corp /WA History No change 1,245 132 0.06% 0.06% 863 0 0.0% Q2 2026 Jul 31, 2026
COMPASS FINANCIAL MANAGEMENT LLC History Added to 1,215 127 0.01% 0.02% 864 +36 3.05% Q3 2026 Oct 30, 2026
Miller Global Investments, LLC History New 1,170 122 0.1% — 865 +1,170 New Q3 2026 Oct 02, 2026
Jacobi Capital Management LLC History New 1,111 116 0.01% — 868 +1,111 New Q3 2026 Nov 05, 2026
Oakworth Capital, Inc. History No change 1,113 116 0.01% 0.01% 866 0 0.0% Q3 2026 Oct 26, 2026
Cornerstone Financial Management LLC History No change 1,090 116 0.09% 0.09% 867 0 0.0% Q2 2026 Aug 28, 2026
Provenance Wealth Advisors, LLC History New 1,051 109 0.01% — 869 +1,051 New Q3 2026 Oct 30, 2026
NI ACQUISITIONS COMPANY, LLC History No change 999 106 0.05% 0.05% 870 0 0.0% Q2 2026 Aug 05, 2026
NBH Bank History No change 974 101 0.04% 0.04% 871 0 0.0% Q3 2026 Nov 05, 2026
HUNTINGTON NATIONAL BANK History No change 948 100 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 945 98 0.0% 0.0% 873 0 0.0% Q3 2026 Oct 22, 2026
Atlantic Union Bankshares Corp History No change 890 94 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 11, 2026
Collier Financial History No change 785 83 0.06% 0.06% 875 0 0.0% Q2 2026 Jul 30, 2026
Caldwell Trust Co History Added to 781 81 0.01% 0.0% 877 +680 673.27% Q3 2026 Oct 30, 2026
Vision Retirement, LLC History No change 762 81 0.02% 0.02% 876 0 0.0% Q2 2026 Jul 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 763 79 0.0% 0.0% 878 0 0.0% Q3 2026 Oct 09, 2026
HHM Wealth Advisors, LLC History No change 700 74 0.01% 0.01% 879 0 0.0% Q2 2026 Jul 13, 2026
MOTCO History No change 637 67 0.01% 0.01% 880 0 0.0% Q2 2026 Jul 31, 2026
EASTERN BANK History Added to 625 65 0.0% 0.0% 881 +594 1916.13% Q3 2026 Oct 05, 2026
Pacifica Partners Inc. History No change 625 65 0.02% 0.02% 882 0 0.0% Q3 2026 Oct 08, 2026
Latitude Advisors, LLC History New 611 63 0.02% — 883 +611 New Q3 2026 Oct 27, 2026
Monetary Solutions, Ltd History Added to 518 54 0.05% 0.05% 884 +3 0.58% Q3 2026 Oct 22, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 491 51 0.02% 0.02% 885 0 0.0% Q3 2026 Nov 04, 2026
10Elms LLP History No change 435 46 0.02% 0.02% 886 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History Reduced 428 44 0.0% 0.0% 887 -142 -24.91% Q3 2026 Oct 27, 2026
MASECO LLP History No change 403 42 0.0% 0.0% 888 0 0.0% Q3 2026 Oct 27, 2026
Field & Main Bank History No change 376 40 0.01% 0.01% 889 0 0.0% Q2 2026 Aug 19, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 352 37 0.0% 0.0% 890 0 0.0% Q2 2026 Oct 30, 2026
BFC Planning, Inc. History No change 352 37 0.0% 0.0% 891 0 0.0% Q2 2026 Oct 29, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 329 35 0.01% 0.01% 892 0 0.0% Q2 2026 Aug 07, 2026
SouthState Bank Corp History No change 321 34 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 06, 2026
Concord Wealth Partners History Added to 323 33 0.0% — 894 +322 32200.0% Q3 2026 Oct 30, 2026
Buck Wealth Strategies, LLC History No change 306 31 0.0% 0.0% 895 0 0.0% Q3 2026 Oct 28, 2026
Greykasell Wealth Strategies, Inc. History No change 294 31 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 11, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 286 29 0.0% 0.0% 897 +173 153.1% Q3 2026 Oct 09, 2026
Longview Financial Advisors LLC History No change 250 26 0.01% 0.01% 898 0 0.0% Q2 2026 Jul 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 234 24 0.0% 0.0% 899 0 0.0% Q2 2026 Aug 12, 2026
Financial Network Wealth Advisors LLC History Added to 221 23 0.02% 0.02% 901 +2 0.91% Q3 2026 Oct 27, 2026
VALLEY NATIONAL ADVISERS INC History No change 226 23 0.0% 0.0% 900 0 0.0% Q3 2026 Oct 23, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 200 21 0.0% 0.0% 902 0 0.0% Q2 2026 Aug 10, 2026
Frisco Financial Planning LLC History No change 210 21 0.02% 0.02% 903 0 0.0% Q3 2026 Oct 05, 2026
Balance Wealth Partners LLC History New 168 17 0.0% — 905 +168 New Q3 2026 Oct 27, 2026
Valued Wealth Advisors LLC History New 163 17 0.01% — 904 +163 New Q3 2026 Nov 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 130 14 0.0% 0.0% 906 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, Inc. History No change 133 14 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History Reduced 125 13 0.0% 0.01% 909 -3,315 -96.37% Q3 2026 Oct 21, 2026
VANGUARD ADVISERS INC History No change 129 13 0.0% 0.0% 908 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 124 12 0.0% 0.0% 910 +35 39.33% Q3 2026 Oct 13, 2026
Transamerica Financial Advisors, LLC History No change 114 12 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 14, 2026
Retirement Wealth Solutions LLC History No change 118 12 0.01% 0.01% 912 0 0.0% Q3 2026 Oct 07, 2026
Holos Integrated Wealth LLC History No change 118 12 0.01% 0.01% 913 0 0.0% Q3 2026 Oct 23, 2026
Anchor Bay Capital, Inc. History No change 100 10 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 11, 2026
Bogart Wealth, LLC History No change 91 9 0.0% 0.0% 915 0 0.0% Q2 2026 Jul 24, 2026
Tidemark, LLC History No change 86 9 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 10, 2026
ABOUND FINANCIAL, LLC History No change 87 9 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 88 9 0.0% 0.0% 918 0 0.0% Q2 2026 Jul 16, 2026
Eukles Asset Management History New 86 8 0.0% — 919 +86 New Q3 2026 Nov 04, 2026
Joseph Group Capital Management History No change 56 5 0.0% 0.0% 920 0 0.0% Q3 2026 Nov 04, 2026
Quest 10 Wealth Builders, Inc. History No change 56 5 0.0% 0.0% 921 0 0.0% Q3 2026 Nov 02, 2026
SOA Wealth Advisors, LLC. History No change 42 4 0.0% 0.0% 922 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Counsel, Inc History Reduced 36 3 0.0% 0.01% 925 -623 -94.54% Q3 2026 Oct 20, 2026
EPG Wealth Management LLC History Reduced 38 3 0.0% 0.0% 927 -23 -37.7% Q3 2026 Nov 03, 2026
DUNCKER STREETT & CO INC History No change 31 3 0.0% 0.0% 923 0 0.0% Q3 2026 Oct 27, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 36 3 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 32 3 0.0% 0.0% 926 0 0.0% Q2 2026 Aug 06, 2026
Meriwether Wealth & Planning, LLC History New 25 2 0.0% — 929 +25 New Q3 2026 Oct 13, 2026
Robbins Farley History No change 26 2 0.0% 0.0% 928 0 0.0% Q3 2026 Oct 20, 2026
ASHTON THOMAS SECURITIES, LLC History New 15 1 0.0% — 931 +15 New Q3 2026 Oct 26, 2026
SOFI WEALTH, LLC History Reduced 15 1 0.0% 0.0% 930 -7 -31.82% Q3 2026 Oct 27, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History Closed out 0 0 — 0.87% — -134,998 -100.0% Q3 2026 Oct 30, 2026
Portfolio Design Labs, LLC History Closed out 0 0 — 0.31% — -17,662 -100.0% Q3 2026 Nov 04, 2026
PENNEY FINANCIAL, LLC History Closed out 0 0 — 0.47% — -12,607 -100.0% Q3 2026 Oct 20, 2026
MBM WEALTH CONSULTANTS, LLC History Closed out 0 0 — 0.2% — -9,541 -100.0% Q3 2026 Oct 20, 2026
Sunesis Advisors, LLC History Closed out 0 0 — 0.39% — -8,884 -100.0% Q3 2026 Oct 26, 2026
Exchange Bank History Closed out 0 0 — 0.49% — -7,395 -100.0% Q3 2026 Oct 07, 2026
Jefferies Financial Group Inc. History Closed out 0 0 — 0.01% — -7,353 -100.0% Q3 2026 Nov 05, 2026
TSFG, LLC History Closed out 0 0 — 0.06% — -4,225 -100.0% Q3 2026 Oct 23, 2026
COLUMBIA ADVISORY PARTNERS LLC History Closed out 0 0 — 0.21% — -3,514 -100.0% Q3 2026 Oct 15, 2026
ISTHMUS PARTNERS, LLC History Closed out 0 0 — 0.04% — -3,472 -100.0% Q3 2026 Oct 21, 2026
Hutchens & Kramer Investment Management Group, LLC History Closed out 0 0 — 0.09% — -3,163 -100.0% Q3 2026 Oct 16, 2026
OpenArc Corporate Advisory, LLC History Closed out 0 0 — 0.0% — -3,062 -100.0% Q3 2026 Oct 21, 2026
FAI Advisors, Inc. History Closed out 0 0 — 0.11% — -2,681 -100.0% Q3 2026 Oct 27, 2026
Clarus Group, Inc. History Closed out 0 0 — 0.09% — -2,583 -100.0% Q3 2026 Oct 21, 2026
Marion Wealth Management History Closed out 0 0 — 0.06% — -2,566 -100.0% Q3 2026 Oct 21, 2026
SUMMIT WEALTH GROUP LLC / CO History Closed out 0 0 — 0.02% — -2,515 -100.0% Q3 2026 Oct 29, 2026
LPWM LLC History Closed out 0 0 — 0.06% — -2,501 -100.0% Q3 2026 Oct 20, 2026
Journey Beyond Wealth, LLC History Closed out 0 0 — 0.2% — -2,367 -100.0% Q3 2026 Nov 03, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.0% — -2,346 -100.0% Q3 2026 Oct 15, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Closed out 0 0 — 0.18% — -2,317 -100.0% Q3 2026 Nov 05, 2026
Maia Wealth LLC History Closed out 0 0 — 0.04% — -2,248 -100.0% Q3 2026 Oct 19, 2026
Fiduciary Alliance LLC History Closed out 0 0 — 0.01% — -2,011 -100.0% Q3 2026 Oct 13, 2026
Financial Partners Group, Inc History Closed out 0 0 — 0.02% — -1,991 -100.0% Q3 2026 Oct 19, 2026
Accel Wealth Management History Closed out 0 0 — 0.05% — -1,962 -100.0% Q3 2026 Oct 13, 2026
Jessup Wealth Management, Inc History Closed out 0 0 — 0.06% — -1,884 -100.0% Q3 2026 Oct 20, 2026
Robinswood Financial LLC History Closed out 0 0 — 0.03% — -1,088 -100.0% Q3 2026 Oct 20, 2026
SIGNATUREFD, LLC History Closed out 0 0 — 0.0% — -704 -100.0% Q3 2026 Oct 23, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 — 0.02% — -629 -100.0% Q3 2026 Oct 26, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.01% — -528 -100.0% Q3 2026 Oct 23, 2026
Atlatl Advisers LLC History Closed out 0 0 — 0.01% — -525 -100.0% Q3 2026 Oct 22, 2026
Moisand Fitzgerald Tamayo, LLC History Closed out 0 0 — 0.0% — -404 -100.0% Q3 2026 Oct 15, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -256 -100.0% Q3 2026 Oct 15, 2026
Balentine LLC History Closed out 0 0 — 0.0% — -144 -100.0% Q3 2026 Nov 03, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -105 -100.0% Q3 2026 Oct 16, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -86 -100.0% Q3 2026 Nov 02, 2026
EVERMAY WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.0% — -83 -100.0% Q3 2026 Nov 04, 2026
Bell Investment Advisors, Inc History Closed out 0 0 — 0.0% — -64 -100.0% Q3 2026 Oct 28, 2026
Financial Management Professionals, Inc. History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2026 Oct 23, 2026
City State Bank History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 20, 2026
Carolina Wealth Advisors, LLC History New 5 0 — — — +5 New Q3 2026 Oct 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Community Financial Services Group, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 15, 2026