iSHARES TRUST - TIP

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 24,691,874 2,702,031 0.17% 0.17% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 4,661,443 510,101 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 4,396,041 481,058 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 2,726,866 298,400 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
PRUDENTIAL FINANCIAL INC History No change 2,200,713 240,824 0.26% 0.26% 5 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,029,684 222,108 0.05% 0.05% 6 0 0.0% Q2 2026 Sep 23, 2026
SUMITOMO LIFE INSURANCE CO History No change 1,939,392 212,227 3.47% 3.47% 7 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 1,782,672 195,077 1.7% 1.7% 8 0 0.0% Q2 2026 Jul 27, 2026
UBS Group AG History No change 1,520,787 166,419 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 1,510,026 165,242 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 1,421,109 155,511 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 1,401,739 153,392 0.49% 0.49% 12 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,237,361 135,715 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 14, 2026
GenTrust, LLC History No change 1,132,337 123,911 4.76% 4.76% 14 0 0.0% Q2 2026 Aug 06, 2026
ASSETMARK, INC History No change 1,065,087 116,552 0.2% 0.2% 15 0 0.0% Q2 2026 Jul 30, 2026
MAI Capital Management History No change 1,025,179 112,185 0.42% 0.42% 16 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 993,101 109,141 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 846,902 92,676 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 744,300 81,798 0.08% 0.08% 19 0 0.0% Q2 2026 Jul 30, 2026
MARTIN & CO INC /TN/ History No change 656,155 71,803 11.22% 11.22% 20 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 623,697 68,251 0.22% 0.22% 21 0 0.0% Q2 2026 Jul 28, 2026
GOLDMAN SACHS GROUP INC History No change 589,381 64,495 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 574,221 62,836 2.22% 2.22% 23 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 565,912 62,017 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 526,056 57,566 0.09% 0.09% 25 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 516,747 56,547 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 13, 2026
Dynasty Wealth Management, LLC History No change 503,950 55,147 0.41% 0.41% 27 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 499,201 54,649 0.06% 0.06% 28 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 496,917 54,377 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 06, 2026
Quotient Wealth Partners, LLC History No change 491,120 53,743 1.27% 1.27% 30 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 483,505 52,909 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 07, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 471,660 51,614 17.82% 17.82% 32 0 0.0% Q2 2026 Jul 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 460,136 50,352 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 450,056 49,249 0.04% 0.04% 34 0 0.0% Q2 2026 Aug 12, 2026
One Capital Management, LLC History No change 434,073 47,904 1.33% 1.33% 35 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 437,155 47,838 0.11% 0.11% 36 0 0.0% Q2 2026 Jul 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 430,027 47,057 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 422,751 46,261 0.14% 0.14% 38 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 425,671 46,093 0.12% 0.12% 39 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 413,980 45,301 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 12, 2026
DRW Securities, LLC History No change 411,982 45,083 1.1% 1.1% 41 0 0.0% Q2 2026 Aug 14, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 397,604 43,509 2.84% 2.84% 42 0 0.0% Q2 2026 Jul 14, 2026
HUNTINGTON NATIONAL BANK History No change 393,812 43,094 0.21% 0.21% 43 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 390,367 42,717 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 14, 2026
Rock Creek Group LLC History No change 382,595 41,867 4.21% 4.21% 45 0 0.0% Q2 2026 Aug 03, 2026
TWO SIGMA INVESTMENTS, LP History No change 371,250 40,625 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 14, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 365,000 39,941 0.17% 0.17% 47 0 0.0% Q2 2026 Aug 13, 2026
Passaic Partners LLC History No change 349,260 38,219 2.81% 2.81% 48 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 339,236 37,122 0.04% 0.04% 49 0 0.0% Q2 2026 Aug 05, 2026
Arbor Investment Advisors, LLC History No change 331,302 36,254 4.1% 4.1% 50 0 0.0% Q2 2026 Jul 24, 2026
KWMG, LLC History Added to 335,041 34,857 2.51% 2.45% 51 +25,264 8.16% Q3 2026 Oct 07, 2026
MARSHALL WACE, LLP History No change 310,445 33,971 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 307,614 33,662 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 284,398 31,121 0.04% 0.04% 54 0 0.0% Q2 2026 Jul 29, 2026
3EDGE Asset Management, LP History No change 284,273 31,107 1.39% 1.39% 55 0 0.0% Q2 2026 Jul 27, 2026
Prime Capital Investment Advisors, LLC History No change 272,602 29,830 0.29% 0.29% 56 0 0.0% Q2 2026 Aug 05, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 266,800 29,195 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 212,028 23,202 0.13% 0.13% 58 0 0.0% Q2 2026 Aug 11, 2026
Vertex Investment Solutions Co., Ltd. History No change 208,600 22,925 15.47% 15.47% 59 0 0.0% Q2 2026 Jul 15, 2026
Ethos Financial Group, LLC History No change 204,045 21,989 1.47% 1.47% 60 0 0.0% Q2 2026 Aug 07, 2026
Blue Edge Capital, LLC History No change 196,373 21,489 2.58% 2.58% 61 0 0.0% Q2 2026 Aug 14, 2026
Evelyn Partners Group Ltd History No change 136,776 21,453 0.05% 0.05% 62 0 0.0% Q2 2026 Aug 07, 2026
Independence Financial Advisors, LLC History Added to 205,008 21,329 5.35% 5.45% 63 +12,860 6.69% Q3 2026 Oct 08, 2026
West Financial Advisors, LLC History No change 191,290 20,932 3.18% 3.18% 64 0 0.0% Q2 2026 Jul 08, 2026
Ocean Park Asset Management, LLC History No change 189,100 20,693 1.0% 1.0% 65 0 0.0% Q2 2026 Jul 09, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 184,819 20,224 0.29% 0.29% 66 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 183,104 20,037 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 179,075 19,596 0.09% 0.09% 68 0 0.0% Q2 2026 Aug 18, 2026
Heartwood Wealth Advisors LLC History Added to 187,329 19,489 1.54% 1.56% 69 +4,125 2.25% Q3 2026 Oct 05, 2026
Portfolio Design Labs, LLC History No change 173,273 18,961 3.11% 3.11% 70 0 0.0% Q2 2026 Aug 11, 2026
CIM, LLC History No change 170,872 18,698 2.42% 2.42% 71 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 170,453 18,652 0.33% 0.33% 72 0 0.0% Q2 2026 Jul 15, 2026
Cascade Financial Partners, LLC History No change 164,657 18,018 1.56% 1.56% 73 0 0.0% Q2 2026 Aug 04, 2026
RHUMBLINE ADVISERS History No change 162,984 17,835 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 11, 2026
Cypress Capital, LLC History No change 161,373 17,659 4.77% 4.77% 75 0 0.0% Q2 2026 Jul 17, 2026
MML INVESTORS SERVICES, LLC History No change 160,147 17,524 0.04% 0.04% 76 0 0.0% Q2 2026 Aug 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 148,537 16,254 0.59% 0.59% 77 0 0.0% Q2 2026 Jul 21, 2026
Ted Buchan & Co History No change 148,331 16,231 5.31% 5.31% 78 0 0.0% Q2 2026 Jul 23, 2026
Ascent Group, LLC History No change 146,055 15,982 0.48% 0.48% 79 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 145,041 15,871 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 144,797 15,845 0.3% 0.3% 81 0 0.0% Q2 2026 Aug 07, 2026
Horizon Investments, LLC History No change 140,410 15,105 0.17% 0.17% 82 0 0.0% Q2 2026 Aug 13, 2026
RTD Financial Advisors, Inc. History Added to 143,239 14,902 1.63% 1.7% 83 +821 0.58% Q3 2026 Oct 09, 2026
Pure Financial Advisors, LLC History No change 133,756 14,636 0.19% 0.19% 84 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 7 14,529 1.2% 1.2% 85 0 0.0% Q2 2026 Aug 14, 2026
NorthCoast Asset Management LLC History No change 130,505 14,281 0.32% 0.32% 86 0 0.0% Q2 2026 Aug 12, 2026
Lutz Financial Services LLC History No change 129,565 14,178 0.86% 0.86% 87 0 0.0% Q2 2026 Aug 05, 2026
Marino Management, LLC History No change 126,194 13,868 2.89% 2.89% 88 0 0.0% Q2 2026 Jul 28, 2026
Verger Capital Management LLC History No change 124,105 13,580 3.98% 3.98% 89 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 122,333 13,386 0.08% 0.08% 90 0 0.0% Q2 2026 Aug 17, 2026
Mirae Asset Global Investments Co., Ltd. History No change 122,109 13,362 0.02% 0.02% 91 0 0.0% Q2 2026 Jul 22, 2026
DORVAL Corp History No change 119,218 13,045 3.75% 3.75% 92 0 0.0% Q2 2026 Jul 24, 2026
TRUIST FINANCIAL CORP History No change 116,231 12,719 0.02% 0.02% 93 0 0.0% Q2 2026 Jul 28, 2026
Quadrature Capital Ltd History No change 114,549 12,535 0.11% 0.11% 94 0 0.0% Q2 2026 Aug 06, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 114,397 12,518 1.27% 1.27% 95 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 125,203 12,484 0.02% 0.02% 96 0 0.0% Q2 2026 Jul 15, 2026
Fischer Financial Services, Inc. History No change 113,620 12,433 3.12% 3.12% 97 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 112,097 12,266 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 110,001 12,037 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 12, 2026
Global Endowment Management, LP History No change 109,883 12,025 1.22% 1.22% 100 0 0.0% Q2 2026 Aug 14, 2026
Strategic Investment Advisors / MI History No change 107,949 11,812 0.71% 0.71% 101 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 107,524 11,766 0.31% 0.31% 102 0 0.0% Q2 2026 Jul 07, 2026
Parkway Wealth Management Group, LLC History No change 106,727 11,679 1.35% 1.35% 103 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial, LLC History No change 105,603 11,556 0.13% 0.13% 104 0 0.0% Q2 2026 Aug 12, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 105,166 11,508 1.5% 1.5% 105 0 0.0% Q2 2026 Jul 20, 2026
Buck Wealth Strategies, LLC History No change 104,737 11,461 1.2% 1.2% 106 0 0.0% Q2 2026 Jul 30, 2026
BOKF, NA History No change 103,814 11,360 0.16% 0.16% 107 0 0.0% Q2 2026 Aug 10, 2026
BlueSky Wealth Advisors, LLC History No change 102,546 11,221 1.3% 1.3% 108 0 0.0% Q2 2026 Jul 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 102,172 11,208 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
MUSTICO FINANCIAL GROUP, INC. History No change 96,317 11,154 7.24% 7.24% 110 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 100,854 11,036 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 14, 2026
White Pine Investment CO History No change 99,847 10,926 2.33% 2.33% 112 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History Added to 102,463 10,660 0.08% 0.07% 113 +17,178 20.14% Q3 2026 Oct 08, 2026
Sanctuary Advisors, LLC History No change 96,263 10,534 0.05% 0.05% 114 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 95,860 10,490 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 93,693 10,252 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Wealth Forward, LLC History No change 93,666 10,249 5.1% 5.1% 117 0 0.0% Q2 2026 Jul 29, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 91,445 10,006 3.58% 3.58% 118 0 0.0% Q2 2026 Jul 21, 2026
Private Advisor Group, LLC History No change 90,093 9,858 0.05% 0.05% 119 0 0.0% Q2 2026 Jul 27, 2026
Stablepoint Partners, LLC History No change 88,501 9,684 1.34% 1.34% 120 0 0.0% Q2 2026 Jul 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 88,037 9,633 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 19, 2026
Tidal Investments LLC History No change 87,400 9,461 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 13, 2026
All Terrain Financial Advisors, LLC History No change 86,243 9,437 1.54% 1.54% 123 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 84,313 9,226 0.01% 0.01% 124 0 0.0% Q2 2026 Sep 09, 2026
CAMDEN NATIONAL BANK History No change 83,138 9,097 1.19% 1.19% 125 0 0.0% Q2 2026 Jul 31, 2026
TME FINANCIAL, INC. History No change 80,814 8,843 5.46% 5.46% 126 0 0.0% Q2 2026 Jul 23, 2026
Slow Capital, Inc. History No change 80,469 8,805 1.03% 1.03% 127 0 0.0% Q2 2026 Jul 22, 2026
CITADEL ADVISORS LLC History No change 79,166 8,663 0.0% 0.0% 128 0 0.0% Q2 2026 Sep 02, 2026
One Wealth Map LLC History No change 79,899 8,610 3.91% 3.91% 129 0 0.0% Q2 2026 Jul 30, 2026
Mariner, LLC History No change 77,591 8,490 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 75,722 8,286 0.08% 0.08% 131 0 0.0% Q2 2026 Jul 28, 2026
Asset Management Group, Inc. History No change 75,301 8,240 1.21% 1.21% 132 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 74,600 8,163 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 13, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 73,080 7,997 0.41% 0.41% 134 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 72,433 7,926 0.1% 0.1% 135 0 0.0% Q2 2026 Aug 04, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 71,821 7,859 0.15% 0.15% 136 0 0.0% Q2 2026 Aug 13, 2026
a16z Perennial Management, L.P. History No change 69,075 7,558 0.61% 0.61% 137 0 0.0% Q2 2026 Jul 24, 2026
GUGGENHEIM CAPITAL LLC History No change 68,880 7,537 0.05% 0.05% 138 0 0.0% Q2 2026 Aug 12, 2026
Fairvoy Private Wealth, LLC History No change 67,751 7,413 1.5% 1.5% 139 0 0.0% Q2 2026 Jul 17, 2026
Frontier Asset Management, LLC History No change 66,803 7,310 1.31% 1.31% 140 0 0.0% Q2 2026 Aug 06, 2026
LEUTHOLD GROUP, LLC History No change 66,153 7,239 0.73% 0.73% 141 0 0.0% Q2 2026 Aug 04, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 65,888 7,210 3.24% 3.24% 142 0 0.0% Q2 2026 Jul 09, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 64,919 7,104 3.73% 3.73% 143 0 0.0% Q2 2026 Jul 29, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 65,861 7,088 1.44% 1.44% 144 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 64,660 7,075 0.04% 0.04% 145 0 0.0% Q2 2026 Aug 13, 2026
Charles Schwab Trust Co History No change 64,578 7,066 0.39% 0.39% 146 0 0.0% Q2 2026 Jul 10, 2026
Waverly Advisors, LLC History No change 63,334 6,930 0.04% 0.04% 147 0 0.0% Q2 2026 Aug 14, 2026
Hirtle & Co., LLC History No change 62,975 6,891 0.23% 0.23% 148 0 0.0% Q2 2026 Aug 14, 2026
Stelac Advisory Services LLC History No change 62,544 6,844 1.28% 1.28% 149 0 0.0% Q2 2026 Aug 10, 2026
Sound Stewardship, LLC History No change 60,763 6,649 2.74% 2.74% 150 0 0.0% Q2 2026 Jul 13, 2026
OneDigital Investment Advisors LLC History No change 60,711 6,643 0.06% 0.06% 151 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 60,052 6,571 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 03, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 60,004 6,566 0.57% 0.57% 153 0 0.0% Q2 2026 Jul 27, 2026
Ameraudi Asset Management, Inc. History No change 59,379 6,497 2.94% 2.94% 154 0 0.0% Q2 2026 Aug 06, 2026
Deane Retirement Strategies, Inc. History Added to 62,077 6,429 2.63% 0.03% 155 +61,525 11145.83% Q3 2026 Oct 08, 2026
Callan Family Office, LLC History No change 58,511 6,402 0.13% 0.13% 156 0 0.0% Q2 2026 Aug 11, 2026
Perissos Private Wealth Management, LLC History No change 58,305 6,380 4.3% 4.3% 157 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Retirement, LLC History No change 58,325 6,350 0.35% 0.35% 158 0 0.0% Q2 2026 Aug 12, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 57,826 6,327 0.33% 0.33% 159 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 57,325 6,273 0.02% 0.02% 160 0 0.0% Q2 2026 Jul 28, 2026
CONNABLE OFFICE INC History No change 57,274 6,267 0.55% 0.55% 161 0 0.0% Q2 2026 Aug 03, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 57,153 6,254 0.04% 0.04% 162 0 0.0% Q2 2026 Aug 10, 2026
SSA SWISS ADVISORS AG History No change 56,668 6,201 2.33% 2.33% 163 0 0.0% Q2 2026 Aug 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 56,006 6,180 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
Patten Group, Inc. History No change 56,271 6,157 0.96% 0.96% 165 0 0.0% Q2 2026 Aug 06, 2026
Horizons Wealth Management History New 59,100 6,148 3.83% — 166 +59,100 New Q3 2026 Oct 05, 2026
Mosley Wealth Management History No change 56,169 6,146 1.96% 1.96% 167 0 0.0% Q2 2026 Jul 23, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 54,414 5,954 0.11% 0.11% 168 0 0.0% Q2 2026 Jul 15, 2026
Curbstone Financial Management Corp History No change 54,088 5,918 1.01% 1.01% 169 0 0.0% Q2 2026 Jul 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 53,913 5,899 0.03% 0.03% 170 0 0.0% Q2 2026 Sep 23, 2026
Rather & Kittrell, Inc. History No change 53,781 5,885 0.82% 0.82% 171 0 0.0% Q2 2026 Aug 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 53,660 5,872 0.09% 0.09% 172 0 0.0% Q2 2026 Aug 10, 2026
Impact Partnership Wealth, LLC History No change 51,813 5,669 0.55% 0.55% 173 0 0.0% Q2 2026 Jul 29, 2026
Parallel Advisors, LLC History No change 50,675 5,545 0.08% 0.08% 174 0 0.0% Q2 2026 Aug 05, 2026
Brightwater Advisory LLC History No change 50,451 5,520 3.49% 3.49% 175 0 0.0% Q2 2026 Aug 07, 2026
WELCH & FORBES LLC History No change 50,316 5,506 0.07% 0.07% 176 0 0.0% Q2 2026 Jul 30, 2026
Axos Invest Inc. History No change 49,737 5,442 3.98% 3.98% 177 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 49,667 5,435 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 05, 2026
Garner Asset Management Corp History No change 47,109 5,375 1.74% 1.74% 179 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 48,793 5,339 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 11, 2026
Cranbrook Wealth Management, LLC History No change 48,426 5,299 0.99% 0.99% 181 0 0.0% Q2 2026 Aug 06, 2026
Janney Montgomery Scott LLC History No change 47,913 5,243 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 05, 2026
Vestwell Advisors, LLC History No change 4,775 5,225 1.25% 1.25% 183 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 47,845 5,142 0.1% 0.1% 184 0 0.0% Q2 2026 Jul 29, 2026
COMMERCE BANK History No change 46,682 5,108 0.02% 0.02% 185 0 0.0% Q2 2026 Aug 12, 2026
Fermata Advisors, LLC History No change 45,259 4,952 1.0% 1.0% 186 0 0.0% Q2 2026 Jul 07, 2026
Neuberger Berman Group LLC History No change 45,173 4,943 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 13, 2026
Stephenson & Company, Inc. History No change 44,915 4,915 2.3% 2.3% 188 0 0.0% Q2 2026 Jul 28, 2026
Insight Wealth Partners, LLC History No change 44,849 4,907 0.66% 0.66% 189 0 0.0% Q2 2026 Aug 06, 2026
WESPAC Advisors SoCal, LLC History No change 44,421 4,860 0.87% 0.87% 190 0 0.0% Q2 2026 Jul 16, 2026
Savant Capital, LLC History No change 45,040 4,850 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 10, 2026
Crabel Capital Management, LLC History No change 43,981 4,812 3.51% 3.51% 192 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 43,526 4,763 0.03% 0.03% 193 0 0.0% Q2 2026 Jul 24, 2026
J.W. COLE ADVISORS, INC. History No change 43,245 4,732 0.08% 0.08% 194 0 0.0% Q2 2026 Jul 21, 2026
Slocum, Gordon & Co LLP History No change 42,332 4,632 3.08% 3.08% 195 0 0.0% Q2 2026 Jul 23, 2026
Minot DeBlois Advisors LLC History No change 42,133 4,610 3.96% 3.96% 196 0 0.0% Q2 2026 Aug 13, 2026
49 WEALTH MANAGEMENT, LLC History No change 41,621 4,554 0.87% 0.87% 197 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 41,621 4,554 0.87% 0.87% 198 0 0.0% Q2 2026 Aug 14, 2026
Madson Wealth Advisors Inc History No change 41,552 4,547 3.09% 3.09% 199 0 0.0% Q2 2026 Jul 21, 2026
Rathbones Group PLC History No change 41,547 4,546 0.02% 0.02% 200 0 0.0% Q2 2026 Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS History No change 41,282 4,517 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 41,074 4,494 0.08% 0.08% 202 0 0.0% Q2 2026 Jul 23, 2026
CoreCap Advisors, LLC History Reduced 43,166 4,491 0.13% 0.17% 203 -8,219 -15.99% Q3 2026 Oct 08, 2026
Texas Bank & Trust Co History No change 40,962 4,482 1.47% 1.47% 204 0 0.0% Q2 2026 Jul 31, 2026
Advisory Services Network, LLC History No change 40,693 4,453 0.05% 0.05% 205 0 0.0% Q2 2026 Aug 12, 2026
Addison Capital Co History No change 39,446 4,316 0.71% 0.71% 206 0 0.0% Q2 2026 Aug 04, 2026
Rothschild Wealth LLC History No change 39,009 4,268 0.34% 0.34% 207 0 0.0% Q2 2026 Aug 11, 2026
MRWM Advisors, LLC History No change 38,959 4,263 1.75% 1.75% 208 0 0.0% Q2 2026 Jul 28, 2026
ADIRONDACK TRUST CO History No change 38,511 4,214 1.26% 1.26% 209 0 0.0% Q2 2026 Jul 16, 2026
Corient Private Wealth LP History No change 38,468 4,209 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 27, 2026
MassMutual Private Wealth & Trust, FSB History Added to 40,261 4,188 0.11% 0.11% 211 +445 1.12% Q3 2026 Oct 05, 2026
NewEdge Advisors, LLC History No change 38,069 4,165 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Financial Group, LLC /NE/ History No change 37,800 4,136 2.55% 2.55% 213 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 37,751 4,131 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 11, 2026
Edgestream Partners, L.P. History No change 37,512 4,104 0.12% 0.12% 215 0 0.0% Q2 2026 Aug 11, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 37,502 4,103 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 37,367 4,089 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 04, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 37,288 4,080 0.33% 0.33% 218 0 0.0% Q2 2026 Aug 07, 2026
Betterment LLC History No change 37,056 4,055 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 36,968 4,045 0.07% 0.07% 220 0 0.0% Q2 2026 Jul 31, 2026
IFP Advisors, Inc History No change 36,649 4,010 0.07% 0.07% 221 0 0.0% Q2 2026 Jul 20, 2026
Private Advisory Group LLC History No change 36,242 3,965 0.21% 0.21% 222 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 35,761 3,913 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 35,109 3,842 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 07, 2026
Rubicon Advisors, GP History No change 34,958 3,825 2.79% 2.79% 225 0 0.0% Q2 2026 Jul 29, 2026
Sequent Planning LLC History No change 34,829 3,811 0.81% 0.81% 226 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 34,714 3,798 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 14, 2026
Viaable, LLC History No change 34,678 3,787 3.14% 3.14% 228 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 34,558 3,781 0.15% 0.15% 229 0 0.0% Q2 2026 Jul 20, 2026
Bragg Financial Advisors, Inc History No change 34,190 3,741 0.1% 0.1% 230 0 0.0% Q2 2026 Aug 12, 2026
Cordant, Inc. History No change 33,568 3,673 1.32% 1.32% 231 0 0.0% Q2 2026 Jul 14, 2026
Sigma Planning Corp History No change 33,457 3,661 0.09% 0.09% 232 0 0.0% Q2 2026 Aug 07, 2026
Modera Wealth Management, LLC History No change 33,428 3,658 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 03, 2026
Financial & Tax Architects, LLC History No change 33,111 3,623 0.76% 0.76% 234 0 0.0% Q2 2026 Jul 23, 2026
FOSTER & MOTLEY INC History No change 33,079 3,620 0.17% 0.17% 235 0 0.0% Q2 2026 Aug 07, 2026
NWAM LLC History No change 33,015 3,612 0.18% 0.18% 236 0 0.0% Q2 2026 Jul 23, 2026
Orion Porfolio Solutions, LLC History No change 32,525 3,559 0.03% 0.03% 237 0 0.0% Q2 2026 Aug 14, 2026
Greenspring Advisors, LLC History No change 32,430 3,548 0.2% 0.2% 238 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 31,861 3,486 0.03% 0.03% 239 0 0.0% Q2 2026 Jul 24, 2026
Samalin Investment Counsel, LLC History No change 31,790 3,478 1.09% 1.09% 240 0 0.0% Q2 2026 Jul 27, 2026
Fortis Group Advisors, LLC History No change 31,459 3,442 0.55% 0.55% 241 0 0.0% Q2 2026 Jul 24, 2026
Transamerica Financial Advisors, LLC History No change 31,052 3,398 0.29% 0.29% 242 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 30,434 3,330 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Partners, LLC History No change 29,907 3,272 0.73% 0.73% 244 0 0.0% Q2 2026 Jul 22, 2026
US BANCORP \DE\ History No change 29,420 3,219 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 12, 2026
INTEGRITY ALLIANCE, LLC. History No change 28,863 3,158 0.1% 0.1% 246 0 0.0% Q2 2026 Jul 31, 2026
BTG Pactual Asset Management US LLC History No change 29,614 3,134 0.19% 0.19% 247 0 0.0% Q2 2026 Aug 14, 2026
SAGE FINANCIAL GROUP INC History No change 28,375 3,105 0.17% 0.17% 248 0 0.0% Q2 2026 Jul 21, 2026
AMG National Trust Bank History No change 28,003 3,064 0.06% 0.06% 249 0 0.0% Q2 2026 Aug 06, 2026
SigFig Wealth Management, LLC History Reduced 28,919 3,008 0.08% 0.09% 250 -593 -2.01% Q3 2026 Oct 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 27,099 2,963 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 26,907 2,944 0.04% 0.04% 252 0 0.0% Q2 2026 Aug 05, 2026
Coastal Bridge Advisors, LLC History No change 26,572 2,907 0.18% 0.18% 253 0 0.0% Q2 2026 Aug 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 26,205 2,867 0.11% 0.11% 254 0 0.0% Q2 2026 Aug 14, 2026
Sage Capital Advisors,llc History No change 26,121 2,858 0.59% 0.59% 255 0 0.0% Q2 2026 Jul 09, 2026
CIBC WORLD MARKET INC. History No change 25,798 2,823 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 13, 2026
Cannon Financial Strategists, Inc. History No change 25,506 2,791 0.32% 0.32% 257 0 0.0% Q2 2026 Aug 07, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 25,452 2,785 0.14% 0.14% 258 0 0.0% Q2 2026 Jul 28, 2026
PKS Advisory Services, LLC History No change 25,460 2,785 0.44% 0.44% 259 0 0.0% Q2 2026 Aug 04, 2026
Lifetime Wealth Management P.C. History No change 25,363 2,775 1.62% 1.62% 260 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 25,308 2,769 0.07% 0.07% 261 0 0.0% Q2 2026 Jul 29, 2026
CALTON & ASSOCIATES, INC. History No change 25,274 2,765 0.4% 0.4% 262 0 0.0% Q2 2026 Aug 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 25,154 2,752 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 10, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 24,638 2,696 2.2% 2.2% 264 0 0.0% Q2 2026 Aug 05, 2026
Hughes Financial Services, LLC History No change 24,304 2,659 0.35% 0.35% 265 0 0.0% Q2 2026 Jul 20, 2026
VestGen Advisors, LLC History No change 24,173 2,645 0.08% 0.08% 266 0 0.0% Q2 2026 Aug 11, 2026
Climber Capital SA History No change 24,167 2,637 1.61% 1.61% 267 0 0.0% Q2 2026 Jul 22, 2026
MILLENNIUM MANAGEMENT LLC History No change 23,934 2,619 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 14, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 23,780 2,602 1.69% 1.69% 269 0 0.0% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History No change 23,392 2,559 0.06% 0.06% 270 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 23,285 2,548 0.05% 0.05% 271 0 0.0% Q2 2026 Aug 12, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 22,961 2,512 0.26% 0.26% 272 0 0.0% Q2 2026 Jul 24, 2026
Valpey Financial Services, LLC History No change 22,890 2,504 1.49% 1.49% 273 0 0.0% Q2 2026 Aug 11, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 22,647 2,478 0.13% 0.13% 274 0 0.0% Q2 2026 Jul 27, 2026
CFS Investment Advisory Services, LLC History No change 22,735 2,462 0.16% 0.16% 275 0 0.0% Q2 2026 Jul 16, 2026
Chemistry Wealth Management LLC History No change 22,266 2,436 0.39% 0.39% 276 0 0.0% Q2 2026 Jul 09, 2026
Principia Wealth Advisory, LLC History No change 21,982 2,405 1.2% 1.2% 277 0 0.0% Q2 2026 Aug 26, 2026
Fund Evaluation Group, LLC History No change 21,902 2,396 0.06% 0.06% 278 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 21,826 2,388 0.04% 0.04% 279 0 0.0% Q2 2026 Aug 10, 2026
Heritage Trust Co History No change 21,667 2,371 0.21% 0.21% 280 0 0.0% Q2 2026 Aug 06, 2026
SCRATCH CAPITAL LLC History No change 21,504 2,353 1.17% 1.17% 281 0 0.0% Q2 2026 Jul 30, 2026
Advisory Solutions Group, LLC History No change 21,462 2,348 0.8% 0.8% 282 0 0.0% Q2 2026 Jul 29, 2026
LYELL WEALTH MANAGEMENT, LP History No change 21,416 2,343 0.14% 0.14% 283 0 0.0% Q2 2026 Aug 05, 2026
Peak Financial Management, Inc. History No change 21,410 2,342 0.54% 0.54% 284 0 0.0% Q2 2026 Jul 20, 2026
Golden Bell Financial Planning LLC History No change 21,299 2,330 1.71% 1.71% 285 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Holdings Inc. History No change 21,143 2,313 0.18% 0.18% 286 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 21,084 2,307 0.05% 0.05% 287 0 0.0% Q2 2026 Aug 03, 2026
Fortitude Family Office, LLC History No change 21,057 2,304 0.45% 0.45% 288 0 0.0% Q2 2026 Jul 20, 2026
Belpointe Asset Management LLC History No change 20,914 2,288 0.07% 0.07% 289 0 0.0% Q2 2026 Jul 31, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 20,869 2,283 0.13% 0.13% 290 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 20,605 2,254 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 10, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 20,581 2,252 1.84% 1.84% 292 0 0.0% Q2 2026 Jul 21, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 20,524 2,245 0.76% 0.76% 293 0 0.0% Q2 2026 Jul 21, 2026
Ausdal Financial Partners, Inc. History No change 20,395 2,231 0.09% 0.09% 294 0 0.0% Q2 2026 Aug 14, 2026
Gibraltar Capital Management, Inc. History No change 20,306 2,222 0.34% 0.34% 295 0 0.0% Q2 2026 Jul 20, 2026
Whalen Wealth Management Inc. History Added to 21,119 2,197 0.94% 0.9% 296 +2,766 15.07% Q3 2026 Oct 08, 2026
MONEY CONCEPTS CAPITAL CORP History No change 20,035 2,192 0.1% 0.1% 297 0 0.0% Q2 2026 Aug 04, 2026
Archvest Wealth Advisors, Inc. History No change 19,845 2,171 1.26% 1.26% 298 0 0.0% Q2 2026 Jul 27, 2026
Riggs Asset Managment Co. Inc. History No change 19,800 2,166 0.39% 0.39% 299 0 0.0% Q2 2026 Jul 29, 2026
Vestmark Advisory Solutions, Inc. History No change 19,752 2,161 0.02% 0.02% 300 0 0.0% Q2 2026 Aug 14, 2026
Townsend Financial Planning, LLC History No change 19,472 2,130 1.86% 1.86% 301 0 0.0% Q2 2026 Aug 06, 2026
TRUE BLUE FINANCIAL, LLC History No change 19,351 2,117 0.89% 0.89% 302 0 0.0% Q2 2026 Jul 17, 2026
RCW Management, LLC History No change 19,340 2,116 1.9% 1.9% 303 0 0.0% Q2 2026 Jul 21, 2026
Financial Engines Advisors L.L.C. History No change 19,335 2,115 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 18,937 2,072 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 12, 2026
WealthCollab, LLC History No change 18,851 2,062 0.75% 0.75% 306 0 0.0% Q2 2026 Aug 10, 2026
TI-TRUST, INC History No change 18,784 2,055 1.1% 1.1% 307 0 0.0% Q2 2026 Jul 23, 2026
HRT FINANCIAL LP History No change 18,776 2,054 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 14, 2026
DV Trading LLC History No change 18,720 2,048 0.07% 0.07% 309 0 0.0% Q2 2026 Aug 14, 2026
Bull Street Advisors, LLC History No change 18,713 2,048 0.94% 0.94% 310 0 0.0% Q2 2026 Jul 28, 2026
FIRST AMERICAN TRUST, FSB History No change 18,645 2,040 0.12% 0.12% 311 0 0.0% Q2 2026 Aug 10, 2026
Fortune Financial Advisors, LLC History No change 18,287 2,001 0.86% 0.86% 312 0 0.0% Q2 2026 Jul 22, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 18,252 1,997 0.15% 0.15% 313 0 0.0% Q2 2026 Aug 03, 2026
VestGen Investment Management History No change 18,065 1,976 1.05% 1.05% 314 0 0.0% Q2 2026 Jul 31, 2026
SIMON QUICK ADVISORS, LLC History No change 17,868 1,955 0.08% 0.08% 315 0 0.0% Q2 2026 Jul 28, 2026
Procyon Advisors, LLC History No change 17,660 1,932 0.08% 0.08% 316 0 0.0% Q2 2026 Jul 09, 2026
Perigon Wealth Management, LLC History No change 17,604 1,926 0.03% 0.03% 317 0 0.0% Q2 2026 Aug 07, 2026
Fairway Wealth LLC History No change 17,205 1,882 0.43% 0.43% 318 0 0.0% Q2 2026 Jul 24, 2026
Ascent Wealth Partners, LLC History No change 17,183 1,880 0.19% 0.19% 319 0 0.0% Q2 2026 Jul 31, 2026
Vontobel Holding Ltd. History No change 17,179 1,879 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 03, 2026
Biondo Investment Advisors, LLC History No change 17,139 1,875 0.23% 0.23% 321 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 17,029 1,863 0.02% 0.02% 322 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 16,861 1,845 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History No change 16,829 1,841 0.19% 0.19% 324 0 0.0% Q2 2026 Jul 17, 2026
Brookstone Capital Management History No change 16,802 1,838 0.02% 0.02% 325 0 0.0% Q2 2026 Jul 15, 2026
Integrated Wealth Concepts LLC History No change 16,801 1,838 0.01% 0.01% 326 0 0.0% Q2 2026 Sep 08, 2026
Jump Financial, LLC History No change 16,679 1,825 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 16,631 1,819 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 07, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 16,365 1,790 0.12% 0.12% 329 0 0.0% Q2 2026 Aug 05, 2026
Advisors Preferred, LLC History No change 16,483 1,785 0.28% 0.28% 330 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 16,269 1,780 0.03% 0.03% 331 0 0.0% Q2 2026 Aug 14, 2026
Ellis Investment Partners, LLC History No change 16,222 1,775 0.27% 0.27% 332 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 16,128 1,764 0.02% 0.02% 333 0 0.0% Q2 2026 Jul 24, 2026
Zhang Financial LLC History No change 15,922 1,742 0.05% 0.05% 334 0 0.0% Q2 2026 Jul 30, 2026
HARBOUR INVESTMENTS, INC. History No change 15,888 1,738 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 12, 2026
Integrated Advisors Network LLC History No change 15,755 1,724 0.08% 0.08% 336 0 0.0% Q2 2026 Aug 11, 2026
Blue Fin Capital, Inc. History No change 15,714 1,719 0.25% 0.25% 337 0 0.0% Q2 2026 Aug 04, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 15,572 1,704 0.02% 0.02% 338 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 15,578 1,704 0.04% 0.04% 339 0 0.0% Q2 2026 Jul 29, 2026
SJBENEN ADVISORY, LLC History No change 15,400 1,685 0.95% 0.95% 340 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIENT ADVISORS LLC History No change 15,338 1,678 0.24% 0.24% 341 0 0.0% Q2 2026 Aug 07, 2026
PFG Investments, LLC History No change 15,180 1,661 0.06% 0.06% 342 0 0.0% Q2 2026 Jul 23, 2026
Madden Advisory Services, Inc. History No change 15,162 1,659 0.59% 0.59% 343 0 0.0% Q2 2026 Aug 04, 2026
Arete Wealth Advisors, LLC History No change 14,961 1,637 0.11% 0.11% 344 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER & CO INC History No change 14,850 1,625 0.02% 0.02% 345 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 14,797 1,619 0.02% 0.02% 346 0 0.0% Q2 2026 Aug 06, 2026
Calder Financial LLC History No change 14,795 1,618 1.52% 1.52% 347 0 0.0% Q2 2026 Jul 07, 2026
Prosperity Planning, Inc. History Added to 15,508 1,613 0.36% 0.39% 348 +141 0.92% Q3 2026 Oct 08, 2026
Pflug Koory, LLC History No change 14,675 1,605 0.64% 0.64% 349 0 0.0% Q2 2026 Jul 21, 2026
CPA Asset Management Group, LLC History No change 14,657 1,603 0.46% 0.46% 350 0 0.0% Q2 2026 Jul 09, 2026
Sterling Financial Planning, Inc. History No change 14,505 1,587 0.43% 0.43% 351 0 0.0% Q2 2026 Aug 11, 2026
FLOW TRADERS U.S. LLC History No change 14,489 1,586 0.07% 0.07% 352 0 0.0% Q2 2026 Aug 14, 2026
SPRING CAPITAL MANAGEMENT, LLC History Added to 15,189 1,580 0.76% 0.8% 354 +257 1.72% Q3 2026 Oct 08, 2026
KELLEHER FINANCIAL ADVISORS History No change 14,440 1,580 0.22% 0.22% 353 0 0.0% Q2 2026 Aug 06, 2026
FIRST NATIONAL TRUST CO History No change 14,360 1,571 0.05% 0.05% 355 0 0.0% Q2 2026 Jul 30, 2026
Darden Wealth Group Inc History No change 14,188 1,552 0.62% 0.62% 356 0 0.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History No change 14,063 1,538 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 14,050 1,537 0.35% 0.35% 358 0 0.0% Q2 2026 Jul 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 14,042 1,536 0.15% 0.15% 359 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisors, LLC History No change 14,029 1,535 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 13,973 1,529 0.13% 0.13% 361 0 0.0% Q2 2026 Jul 16, 2026
EP Wealth Advisors, LLC History No change 13,898 1,520 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 11, 2026
Maridea Wealth Management LLC History No change 13,843 1,514 0.16% 0.16% 363 0 0.0% Q2 2026 Aug 06, 2026
Stillwater Private Wealth, LLC History No change 14,098 1,507 0.98% 0.98% 364 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON JONES LLC History No change 13,650 1,493 0.03% 0.03% 365 0 0.0% Q2 2026 Aug 11, 2026
Exit Wealth Advisors, LLC. History No change 13,642 1,492 0.68% 0.68% 366 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 13,610 1,489 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 14, 2026
William Howard & Co Financial Advisors Inc History No change 13,542 1,481 1.15% 1.15% 368 0 0.0% Q2 2026 Jul 09, 2026
Milestones Private Investment Advisors LLC History No change 13,462 1,473 1.17% 1.17% 369 0 0.0% Q2 2026 Jul 24, 2026
SouthState Bank Corp History No change 13,270 1,452 0.06% 0.06% 370 0 0.0% Q2 2026 Aug 06, 2026
Trek Financial, LLC History No change 13,265 1,451 0.07% 0.07% 371 0 0.0% Q2 2026 Aug 13, 2026
Aviance Capital Partners, LLC History No change 13,143 1,438 0.15% 0.15% 372 0 0.0% Q2 2026 Jul 30, 2026
Modern Wealth Management, LLC History No change 13,065 1,429 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 13, 2026
Gerber Kawasaki Wealth & Investment Management History No change 12,998 1,422 0.04% 0.04% 374 0 0.0% Q2 2026 Aug 07, 2026
RFG Advisory, LLC History No change 12,899 1,411 0.02% 0.02% 375 0 0.0% Q2 2026 Jul 15, 2026
E&G Advisors, LLC History No change 12,783 1,398 0.27% 0.27% 376 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Advisory Services, LLC History No change 12,776 1,398 0.03% 0.03% 377 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 12,561 1,374 0.09% 0.09% 378 0 0.0% Q2 2026 Sep 04, 2026
American Investment Services, Inc. History No change 12,455 1,362 0.29% 0.29% 379 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 12,405 1,357 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 04, 2026
WASHINGTON TRUST Co History No change 12,389 1,355 0.04% 0.04% 381 0 0.0% Q2 2026 Aug 03, 2026
Larson Financial Group LLC History No change 12,289 1,344 0.04% 0.04% 382 0 0.0% Q2 2026 Aug 14, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 12,244 1,339 0.21% 0.21% 383 0 0.0% Q2 2026 Aug 06, 2026
Kingsview Wealth Management, LLC History No change 12,207 1,335 0.02% 0.02% 384 0 0.0% Q2 2026 Aug 18, 2026
PARK AVENUE SECURITIES LLC History No change 12,165 1,331 0.01% 0.01% 385 0 0.0% Q2 2026 Jul 20, 2026
Snowden Capital Advisors LLC History No change 12,125 1,326 0.03% 0.03% 386 0 0.0% Q2 2026 Aug 13, 2026
Brookwood Investment Group LLC History No change 11,925 1,304 0.15% 0.15% 387 0 0.0% Q2 2026 Jul 23, 2026
PRUDENTIAL PLC History No change 11,900 1,302 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 11,808 1,292 0.07% 0.07% 389 0 0.0% Q2 2026 Jul 31, 2026
Arrow Investment Advisors, LLC History No change 11,631 1,272 1.23% 1.23% 390 0 0.0% Q2 2026 Aug 04, 2026
Performance Wealth Partners, LLC History No change 11,495 1,257 0.03% 0.03% 391 0 0.0% Q2 2026 Aug 07, 2026
FourThought Financial Partners, LLC History No change 11,368 1,244 0.1% 0.1% 392 0 0.0% Q2 2026 Aug 12, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 11,350 1,242 0.08% 0.08% 393 0 0.0% Q2 2026 Jul 23, 2026
CreativeOne Wealth, LLC History No change 11,340 1,240 0.03% 0.03% 394 0 0.0% Q2 2026 Aug 13, 2026
CWC Advisors, LLC. History No change 11,240 1,229 0.55% 0.55% 395 0 0.0% Q2 2026 Jul 21, 2026
Alesco Advisors, LLC, An ESL Co History No change 11,217 1,227 0.03% 0.03% 396 0 0.0% Q2 2026 Aug 05, 2026
OneAscent Financial Services LLC History No change 11,076 1,211 0.06% 0.06% 397 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 11,075 1,211 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History No change 10,968 1,200 0.03% 0.03% 399 0 0.0% Q2 2026 Jul 22, 2026
FLAGSTAR SECURITIES, INC History No change 10,951 1,198 0.36% 0.36% 400 0 0.0% Q2 2026 Jul 15, 2026
TWO SIGMA SECURITIES, LLC History No change 10,944 1,197 0.1% 0.1% 401 0 0.0% Q2 2026 Aug 14, 2026
FIRST UNITED BANK & TRUST History No change 10,852 1,187 0.34% 0.34% 402 0 0.0% Q2 2026 Jul 20, 2026
Arta Finance Wealth Management LLC History No change 10,921 1,183 0.51% 0.51% 403 0 0.0% Q2 2026 Aug 13, 2026
Bank of Marin History No change 10,792 1,180 0.82% 0.82% 404 0 0.0% Q2 2026 Aug 13, 2026
Note Advisors, LLC History No change 10,763 1,177 0.51% 0.51% 405 0 0.0% Q2 2026 Aug 14, 2026
Unique Wealth Strategies, LLC History No change 10,700 1,170 0.43% 0.43% 406 0 0.0% Q2 2026 Jul 15, 2026
McCartney Wealth Management LLC History No change 10,676 1,168 0.89% 0.89% 407 0 0.0% Q2 2026 Aug 03, 2026
BEARING POINT CAPITAL, LLC History No change 10,662 1,166 0.16% 0.16% 408 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 10,596 1,159 0.02% 0.02% 409 0 0.0% Q2 2026 Jul 09, 2026
Engineers Gate Manager LP History No change 10,586 1,158 0.02% 0.02% 410 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 10,559 1,155 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 14, 2026
MMA ASSET MANAGEMENT LLC History No change 10,480 1,146 0.36% 0.36% 412 0 0.0% Q2 2026 Aug 04, 2026
COURIER CAPITAL LLC History No change 10,344 1,131 0.06% 0.06% 413 0 0.0% Q2 2026 Jul 16, 2026
Arcataur Capital Management LLC History No change 10,269 1,123 0.28% 0.28% 414 0 0.0% Q2 2026 Jul 23, 2026
COFG Advisors, LLC History No change 10,228 1,119 0.19% 0.19% 415 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 10,203 1,116 0.06% 0.06% 416 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Financial Partners, Inc. History No change 10,163 1,112 0.01% 0.01% 417 0 0.0% Q2 2026 Aug 14, 2026
Pine Valley Investments Ltd Liability Co History No change 9,981 1,092 0.04% 0.04% 418 0 0.0% Q2 2026 Jul 24, 2026
Grey Fox Wealth Advisors, LLC History No change 9,923 1,085 0.17% 0.17% 419 0 0.0% Q2 2026 Jul 17, 2026
Gateway Wealth Partners, LLC History No change 9,888 1,082 0.06% 0.06% 420 0 0.0% Q2 2026 Aug 04, 2026
Fox Hill Wealth Management History No change 9,865 1,079 0.43% 0.43% 421 0 0.0% Q2 2026 Aug 18, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 9,825 1,075 0.02% 0.02% 422 0 0.0% Q2 2026 Aug 04, 2026
GeoWealth Management, LLC History No change 9,729 1,064 0.03% 0.03% 423 0 0.0% Q2 2026 Jul 30, 2026
Jacobi Capital Management LLC History No change 9,728 1,064 0.05% 0.05% 424 0 0.0% Q2 2026 Jul 31, 2026
WESBANCO BANK INC History No change 9,693 1,060 0.03% 0.03% 425 0 0.0% Q2 2026 Jul 28, 2026
Sepio Capital, LP History No change 9,671 1,058 0.05% 0.05% 426 0 0.0% Q2 2026 Jul 28, 2026
Capstone Wealth Management Group, Inc. History No change 9,660 1,057 0.64% 0.64% 427 0 0.0% Q2 2026 Jul 27, 2026
NorthCrest Asset Manangement, LLC History No change 9,744 1,053 0.03% 0.03% 428 0 0.0% Q2 2026 Jul 15, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 9,577 1,048 0.06% 0.06% 429 0 0.0% Q2 2026 Jul 15, 2026
Plan Group Financial, LLC History No change 9,535 1,043 0.21% 0.21% 430 0 0.0% Q2 2026 Aug 03, 2026
Elm Partners Management LLC History No change 9,410 1,029 0.03% 0.03% 431 0 0.0% Q2 2026 Oct 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 9,389 1,027 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 14, 2026
Lynx Investment Advisory History No change 9,329 1,020 0.33% 0.33% 433 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 9,308 1,018 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 06, 2026
BOS Asset Management, LLC History Reduced 9,679 1,007 0.24% 0.25% 435 -243 -2.45% Q3 2026 Oct 09, 2026
Nest Investments, LLC History No change 9,196 1,006 0.76% 0.76% 436 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 9,101 995 0.01% 0.01% 437 0 0.0% Q2 2026 Jul 20, 2026
SMART Wealth LLC History No change 8,860 969 0.21% 0.21% 438 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History No change 8,799 962 0.08% 0.08% 439 0 0.0% Q2 2026 Jul 28, 2026
Willow Creek Capital Management, Inc. History No change 8,757 958 0.93% 0.93% 440 0 0.0% Q2 2026 Sep 08, 2026
Apella Capital, LLC History Reduced 9,132 951 0.01% 0.01% 441 -68 -0.74% Q3 2026 Oct 08, 2026
SHAYNE & JACOBS, LLC History No change 8,640 945 0.28% 0.28% 442 0 0.0% Q2 2026 Jul 07, 2026
Kelsey Financial, LLC History No change 8,620 943 0.72% 0.72% 443 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 8,585 939 0.05% 0.05% 444 0 0.0% Q2 2026 Aug 11, 2026
SELDON CAPITAL LP History No change 8,515 931 0.29% 0.29% 445 0 0.0% Q2 2026 Aug 14, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 8,920 928 0.8% 0.82% 446 0 0.0% Q3 2026 Oct 09, 2026
PINNACLE ASSOCIATES LTD History No change 8,440 923 0.01% 0.01% 447 0 0.0% Q2 2026 Aug 03, 2026
Sowell Financial Services LLC History No change 8,431 922 0.03% 0.03% 448 0 0.0% Q2 2026 Jul 17, 2026
Sovereign Financial Group, Inc. History No change 8,426 922 0.14% 0.14% 449 0 0.0% Q2 2026 Jul 24, 2026
Cresset Asset Management, LLC History No change 8,415 920 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 14, 2026
Portside Wealth Group, LLC History No change 8,378 916 0.11% 0.11% 451 0 0.0% Q2 2026 Jul 14, 2026
Soltis Investment Advisors LLC History No change 8,291 907 0.05% 0.05% 452 0 0.0% Q2 2026 Jul 31, 2026
Christensen, King & Associates Investment Services, Inc. History No change 8,279 906 0.36% 0.36% 453 0 0.0% Q2 2026 Jul 14, 2026
Atlantic Union Bankshares Corp History No change 8,278 905 0.02% 0.02% 454 0 0.0% Q2 2026 Aug 11, 2026
Itau Unibanco Holding S.A. History No change 8,180 895 0.02% 0.02% 455 0 0.0% Q2 2026 Aug 14, 2026
Palisade Asset Management, LLC History No change 8,106 887 0.08% 0.08% 456 0 0.0% Q2 2026 Jul 20, 2026
Prospera Financial Services Inc History No change 8,089 886 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 15, 2026
WAYSTONE ADVISORS LLC History No change 8,099 886 0.66% 0.66% 458 0 0.0% Q2 2026 Jul 16, 2026
Dorsey & Whitney Trust CO LLC History No change 8,089 885 0.04% 0.04% 459 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 8,087 884 0.05% 0.05% 460 0 0.0% Q2 2026 Aug 14, 2026
STOCK YARDS BANK & TRUST CO History No change 8,060 882 0.03% 0.03% 461 0 0.0% Q2 2026 Aug 19, 2026
Florin Court Capital LLP History No change 8,000 875 1.43% 1.43% 462 0 0.0% Q2 2026 Aug 04, 2026
TritonPoint Partners, LLC History No change 7,967 871 0.07% 0.07% 463 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 7,939 868 0.03% 0.03% 464 0 0.0% Q2 2026 Jul 22, 2026
Westside Investment Management, Inc. History No change 7,869 861 0.11% 0.11% 465 0 0.0% Q2 2026 Jul 27, 2026
James Hambro & Partners LLP History No change 7,865 860 0.03% 0.03% 466 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 7,782 851 0.02% 0.02% 467 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 7,657 837 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 27, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 7,602 831 0.02% 0.02% 469 0 0.0% Q2 2026 Jul 31, 2026
Allworth Financial LP History No change 7,579 829 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 11, 2026
National Philanthropic Trust History No change 7,515 822 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 14, 2026
TOWER BRIDGE ADVISORS History No change 7,478 818 0.07% 0.07% 472 0 0.0% Q2 2026 Aug 12, 2026
TFB Advisors LLC History No change 7,385 808 0.36% 0.36% 473 0 0.0% Q2 2026 Aug 06, 2026
Clark Capital Management Group, Inc. History No change 7,336 802 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 11, 2026
Compagnie Lombard Odier SCmA History No change 7,230 791 0.01% 0.01% 475 0 0.0% Q2 2026 Jul 29, 2026
Capital Analysts, LLC History No change 7,217 790 0.02% 0.02% 476 0 0.0% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History No change 7,135 780 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 03, 2026
180 WEALTH ADVISORS, LLC History No change 7,103 777 0.08% 0.08% 478 0 0.0% Q2 2026 Jul 07, 2026
Wellington Shields & Co., LLC History No change 7,067 773 0.17% 0.17% 479 0 0.0% Q2 2026 Aug 10, 2026
BANQUE PICTET & CIE SA History No change 7,050 771 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 24, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 7,029 769 0.01% 0.01% 481 0 0.0% Q2 2026 Jul 14, 2026
Farrell Financial LLC History No change 7,029 769 0.42% 0.42% 482 0 0.0% Q2 2026 Jul 10, 2026
Regal Investment Advisors LLC History No change 6,940 759 0.04% 0.04% 483 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 6,932 758 0.01% 0.01% 484 0 0.0% Q2 2026 Jul 14, 2026
CHAPIN DAVIS, INC. History Reduced 7,255 754 0.14% 0.14% 485 -130 -1.76% Q3 2026 Oct 08, 2026
Hanson & Doremus Investment Management History No change 6,833 748 0.08% 0.08% 486 0 0.0% Q2 2026 Jul 29, 2026
DecisionMap Wealth Management, LLC History No change 6,747 738 0.41% 0.41% 487 0 0.0% Q2 2026 Jul 21, 2026
Faithward Advisors, LLC History No change 6,732 736 0.09% 0.09% 488 0 0.0% Q2 2026 Aug 12, 2026
SMITH, MOORE & CO. History No change 6,715 734 0.05% 0.05% 489 0 0.0% Q2 2026 Aug 12, 2026
Garde Capital, Inc. History No change 6,715 734 0.03% 0.03% 490 0 0.0% Q2 2026 Jul 31, 2026
Planned Solutions, Inc. History No change 6,707 733 0.21% 0.21% 491 0 0.0% Q2 2026 Jul 13, 2026
Tranquilli Financial Advisor LLC History No change 6,598 722 0.39% 0.39% 492 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History No change 6,547 719 0.04% 0.04% 493 0 0.0% Q2 2026 Jul 14, 2026
Turim 21 Investimentos Ltda. History No change 6,570 718 0.12% 0.12% 494 0 0.0% Q2 2026 Aug 10, 2026
Activest Wealth Management History No change 6,562 718 0.14% 0.14% 495 0 0.0% Q2 2026 Jul 16, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 6,536 714 0.44% 0.44% 496 0 0.0% Q2 2026 Jul 31, 2026
Narus Financial Partners, LLC History No change 6,520 713 0.18% 0.18% 497 0 0.0% Q2 2026 Jul 31, 2026
WealthTrust Axiom LLC History No change 6,500 711 0.16% 0.16% 498 0 0.0% Q2 2026 Aug 11, 2026
Bigelow Investment Advisors, LLC History No change 6,487 709 0.26% 0.26% 499 0 0.0% Q2 2026 Jul 30, 2026
Atwater Malick LLC History No change 6,486 709 0.15% 0.15% 500 0 0.0% Q2 2026 Jul 27, 2026
Sidoxia Capital Management, LLC History No change 6,484 709 0.52% 0.52% 501 0 0.0% Q2 2026 Jul 24, 2026
Diversify Advisory Services, LLC History No change 6,584 707 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 6,584 707 0.01% 0.01% 503 0 0.0% Q2 2026 Jul 29, 2026
J2 Capital Management Inc History No change 6,460 706 0.47% 0.47% 504 0 0.0% Q2 2026 Jul 20, 2026
Chesley Taft & Associates LLC History No change 6,443 705 0.03% 0.03% 505 0 0.0% Q2 2026 Jul 08, 2026
Summa Corp. History No change 6,430 703 0.22% 0.22% 506 0 0.0% Q2 2026 Aug 06, 2026
Gambit Capital Management, LLC History No change 6,388 699 0.41% 0.41% 507 0 0.0% Q2 2026 Aug 11, 2026
Legacy PCG, LLC History No change 6,535 698 3.37% 3.37% 508 0 0.0% Q2 2026 Aug 12, 2026
Atlas Brown,Inc. History Added to 6,692 696 0.18% 0.2% 509 +32 0.48% Q3 2026 Oct 09, 2026
Concurrent Investment Advisors, LLC History No change 6,352 695 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 27, 2026
Cauble & Harre Wealth Management, Inc. History No change 6,312 690 0.55% 0.55% 511 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Management, LLC History No change 6,285 687 0.03% 0.03% 512 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 6,239 682 0.08% 0.08% 513 0 0.0% Q2 2026 Jul 10, 2026
Red Wave Investments LLC History No change 6,220 680 0.17% 0.17% 514 0 0.0% Q2 2026 Aug 05, 2026
Charter Capital Management, LLC\DE History No change 6,148 672 0.3% 0.3% 515 0 0.0% Q2 2026 Jul 24, 2026
FIFTH THIRD SECURITIES, INC. History No change 6,091 666 0.04% 0.04% 516 0 0.0% Q2 2026 Jul 15, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 6,095 666 0.24% 0.24% 517 0 0.0% Q2 2026 Aug 07, 2026
10Elms LLP History No change 6,022 659 0.28% 0.28% 518 0 0.0% Q2 2026 Aug 14, 2026
Avos Capital Management, LLC History No change 5,975 653 0.27% 0.27% 519 0 0.0% Q2 2026 Aug 14, 2026
Great Hill Capital LLC History No change 5,967 652 0.02% 0.02% 520 0 0.0% Q2 2026 Jul 27, 2026
International Private Wealth Advisors LLC History No change 5,954 651 0.34% 0.34% 521 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History No change 5,938 650 0.02% 0.02% 522 0 0.0% Q2 2026 Jul 28, 2026
Johnson Financial Group, LLC History No change 5,906 646 0.03% 0.03% 523 0 0.0% Q2 2026 Aug 06, 2026
Gibson Capital, LLC History No change 5,840 639 0.1% 0.1% 524 0 0.0% Q2 2026 Aug 13, 2026
Glenview Trust Co History No change 5,841 639 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 18, 2026
Upper Left Wealth Management, LLC History No change 5,824 637 0.35% 0.35% 526 0 0.0% Q2 2026 Jul 14, 2026
SUMMITRY LLC History No change 5,805 635 0.02% 0.02% 527 0 0.0% Q2 2026 Jul 21, 2026
TrustWell Financial Advisors, LLC History No change 5,686 622 0.53% 0.53% 528 0 0.0% Q2 2026 Jul 22, 2026
AWM CAPITAL, LLC History No change 5,625 615 0.05% 0.05% 529 0 0.0% Q2 2026 Jul 31, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 5,603 613 0.04% 0.04% 530 0 0.0% Q2 2026 Aug 07, 2026
Kovack Advisors, Inc. History No change 5,635 610 0.03% 0.03% 531 0 0.0% Q2 2026 Jul 28, 2026
FSA Investment Group, LLC History Added to 5,848 608 0.19% 0.17% 533 +961 19.66% Q3 2026 Oct 07, 2026
Single Point Partners, LLC History No change 5,563 608 0.11% 0.11% 532 0 0.0% Q2 2026 Jul 16, 2026
Balefire, LLC History Reduced 5,833 606 0.1% 0.12% 534 -919 -13.61% Q3 2026 Oct 09, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 5,530 605 0.03% 0.03% 535 0 0.0% Q2 2026 Jul 15, 2026
XTX Topco Ltd History No change 5,523 604 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 5,481 599 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 5,482 599 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 13, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 5,480 599 0.22% 0.22% 539 0 0.0% Q2 2026 Jul 23, 2026
STEPHENS INC /AR/ History No change 5,473 598 0.01% 0.01% 540 0 0.0% Q2 2026 Jul 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 5,470 598 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 14, 2026
Busey Bank History No change 5,419 593 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 13, 2026
American Trust History No change 5,387 589 0.05% 0.05% 543 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History No change 5,361 586 0.05% 0.05% 544 0 0.0% Q2 2026 Aug 13, 2026
RIK SAYLOR FINANCIAL, INC. History No change 5,316 581 0.38% 0.38% 545 0 0.0% Q2 2026 Aug 05, 2026
Clarity Financial LLC History No change 5,288 578 0.05% 0.05% 546 0 0.0% Q2 2026 Jul 20, 2026
FC Advisory LLC History Added to 5,552 577 0.15% 0.16% 547 +107 1.97% Q3 2026 Oct 05, 2026
American Financial Advisors, LLC History No change 5,226 571 0.07% 0.07% 548 0 0.0% Q2 2026 Jul 14, 2026
Baldwin Investment Management, LLC History No change 5,200 569 0.06% 0.06% 549 0 0.0% Q2 2026 Jul 28, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 5,070 554 0.13% 0.13% 550 0 0.0% Q2 2026 Aug 13, 2026
Alpha Financial Partners LLC History No change 5,069 554 0.29% 0.29% 551 0 0.0% Q2 2026 Aug 11, 2026
BCS Private Wealth Management, Inc. History No change 5,070 554 0.17% 0.17% 552 0 0.0% Q2 2026 Jul 31, 2026
SeaCrest Wealth Management, LLC History No change 5,038 551 0.06% 0.06% 553 0 0.0% Q2 2026 Jul 09, 2026
Shade Tree Advisors LLC History No change 5,036 551 0.32% 0.32% 554 0 0.0% Q2 2026 Aug 04, 2026
Carr Financial Group Corp History No change 5,033 550 0.13% 0.13% 555 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY TRUST CO History No change 5,000 547 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 13, 2026
First Growth Capital LLC History No change 4,997 546 0.41% 0.41% 557 0 0.0% Q2 2026 Jul 16, 2026
Quest 10 Wealth Builders, Inc. History No change 4,962 542 0.42% 0.42% 558 0 0.0% Q2 2026 Jul 24, 2026
Veratis Advisors, Inc. History No change 4,928 539 0.38% 0.38% 559 0 0.0% Q2 2026 Aug 13, 2026
Private Harbour Investment Management & Counsel, LLC History No change 4,855 531 0.63% 0.63% 560 0 0.0% Q2 2026 Aug 04, 2026
ASPIRIANT, LLC History No change 4,842 529 0.01% 0.01% 561 0 0.0% Q2 2026 Jul 20, 2026
Rossby Financial, LCC History No change 4,711 525 0.1% 0.1% 562 0 0.0% Q2 2026 Aug 04, 2026
NORTHERN TRUST CORP History No change 4,792 524 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History No change 4,774 522 0.05% 0.05% 564 0 0.0% Q2 2026 Jul 23, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 4,757 520 0.07% 0.07% 565 0 0.0% Q2 2026 Jul 13, 2026
Caldwell Trust Co History No change 4,724 516 0.04% 0.04% 566 0 0.0% Q2 2026 Aug 03, 2026
Zinnia Wealth Advisory, LLC History No change 4,713 515 0.53% 0.53% 567 0 0.0% Q2 2026 Jul 30, 2026
Indivisible Partners History No change 4,684 512 0.03% 0.03% 568 0 0.0% Q2 2026 Aug 04, 2026
EFG International AG History No change 4,684 512 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 14, 2026
DUNCKER STREETT & CO INC History No change 4,663 510 0.09% 0.09% 570 0 0.0% Q2 2026 Jul 28, 2026
Portfolio Resources Advisor Group, Inc. History No change 4,670 510 0.43% 0.43% 571 0 0.0% Q2 2026 Jul 29, 2026
COREPATH WEALTH PARTNERS LLC History No change 4,694 507 0.32% 0.32% 572 0 0.0% Q2 2026 Jul 09, 2026
LaSalle St. Investment Advisors, LLC History No change 4,639 507 0.06% 0.06% 573 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Group, LLC History No change 4,619 505 0.1% 0.1% 574 0 0.0% Q2 2026 Aug 04, 2026
Clearview Wealth Management LLC History No change 4,611 504 0.32% 0.32% 575 0 0.0% Q2 2026 Jul 13, 2026
Mezzasalma Advisors, LLC History No change 4,607 504 0.1% 0.1% 576 0 0.0% Q2 2026 Aug 10, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 4,602 503 0.15% 0.15% 577 0 0.0% Q2 2026 Aug 04, 2026
Councilor Wealth, LLC History Added to 4,767 495 0.2% 0.21% 578 +76 1.62% Q3 2026 Oct 09, 2026
GILL CAPITAL PARTNERS, LLC History No change 4,506 493 0.13% 0.13% 579 0 0.0% Q2 2026 Aug 20, 2026
Oder Investment Management, LLC History No change 4,512 493 0.33% 0.33% 580 0 0.0% Q2 2026 Aug 11, 2026
Envision Financial LLC History No change 4,500 492 0.23% 0.23% 581 0 0.0% Q2 2026 Jul 10, 2026
Ancora Advisors LLC History No change 4,487 491 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 4,447 486 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 06, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 4,437 485 0.34% 0.34% 584 0 0.0% Q2 2026 Jul 29, 2026
Glen Eagle Advisors, LLC History No change 4,388 480 0.06% 0.06% 585 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 4,311 471 0.36% 0.36% 586 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History No change 4,303 470 0.01% 0.01% 587 0 0.0% Q2 2026 Jul 22, 2026
Hardy Reed LLC History No change 4,272 467 0.03% 0.03% 588 0 0.0% Q2 2026 Aug 03, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History No change 4,203 459 0.22% 0.22% 589 0 0.0% Q2 2026 Aug 10, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 4,410 458 0.04% 0.05% 590 -1,037 -19.04% Q3 2026 Oct 07, 2026
TRUST CO OF VERMONT History No change 4,191 458 0.02% 0.02% 591 0 0.0% Q2 2026 Aug 07, 2026
Courage Miller Partners, LLC History No change 4,177 457 0.12% 0.12% 592 0 0.0% Q2 2026 Jul 23, 2026
Invesco Ltd. History No change 4,129 451 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 14, 2026
NorthLanding Financial Partners, LLC History No change 4,127 451 0.31% 0.31% 594 0 0.0% Q2 2026 Jul 23, 2026
Composition Wealth, LLC History No change 4,119 450 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 22, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 4,114 450 0.14% 0.14% 596 0 0.0% Q2 2026 Jul 28, 2026
Fisher Asset Management, LLC History No change 4,103 449 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 04, 2026
Parker Financial LLC History No change 4,102 448 0.16% 0.16% 598 0 0.0% Q2 2026 Aug 03, 2026
RWA WEALTH PARTNERS, LLC History No change 4,078 446 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 07, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 4,277 445 0.3% 0.32% 601 -17 -0.4% Q3 2026 Oct 09, 2026
Valmark Advisers, Inc. History No change 4,075 445 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 06, 2026
ATLas Financial Planning LLC History No change 4,070 445 0.36% 0.36% 602 0 0.0% Q2 2026 Jul 22, 2026
Auour Investments LLC History No change 4,064 444 0.13% 0.13% 603 0 0.0% Q2 2026 Jul 21, 2026
Tyche Wealth Partners LLC History No change 4,056 443 0.06% 0.06% 604 0 0.0% Q2 2026 Aug 06, 2026
Dorsey Wright & Associates History No change 4,015 439 0.07% 0.07% 605 0 0.0% Q2 2026 Aug 06, 2026
Gladstone Institutional Advisory LLC History No change 4,006 438 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 27, 2026
VERUS CAPITAL PARTNERS, LLC History No change 4,000 437 0.02% 0.02% 607 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 3,990 436 0.02% 0.02% 608 0 0.0% Q2 2026 Jul 16, 2026
Stronghold Wealth Management L.L.C. History No change 3,985 436 0.58% 0.58% 609 0 0.0% Q2 2026 Jul 24, 2026
Smith Thornton Advisors LLC History No change 4,035 435 0.19% 0.19% 610 0 0.0% Q2 2026 Jul 14, 2026
Clearstead Advisors, LLC History No change 3,953 432 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 06, 2026
MERIDIAN MANAGEMENT CO History No change 3,937 430 0.1% 0.1% 612 0 0.0% Q2 2026 Aug 04, 2026
JMG Financial Group, Ltd. History No change 3,930 430 0.01% 0.01% 613 0 0.0% Q2 2026 Jul 31, 2026
Eddie Patel Inc History No change 3,928 429 0.26% 0.26% 614 0 0.0% Q2 2026 Aug 11, 2026
KG Capital Management History No change 3,911 427 0.25% 0.25% 615 0 0.0% Q2 2026 Aug 07, 2026
Capital Wealth Alliance, LLC History No change 3,896 426 0.2% 0.2% 616 0 0.0% Q2 2026 Jul 31, 2026
Dynamic Advisor Solutions LLC History No change 3,888 425 0.01% 0.01% 617 0 0.0% Q2 2026 Jul 07, 2026
EQ WEALTH ADVISORS, LLC History No change 3,887 425 0.23% 0.23% 618 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,865 422 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 3,847 421 0.01% 0.01% 620 0 0.0% Q2 2026 Jul 15, 2026
Western Wealth Management, LLC History No change 3,847 420 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 14, 2026
Houlihan Financial Resource Group, Ltd. History No change 3,846 420 0.15% 0.15% 622 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 3,833 419 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 17, 2026
Independent Family Office, LLC History No change 3,836 419 0.17% 0.17% 624 0 0.0% Q2 2026 Aug 11, 2026
North Star Investment Management Corp. History No change 3,828 418 0.02% 0.02% 625 0 0.0% Q2 2026 Jul 28, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 4,007 416 0.06% 0.06% 626 0 0.0% Q3 2026 Oct 08, 2026
Wealthfront Advisers LLC History No change 3,796 415 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 07, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 3,789 414 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 23, 2026
BSW Wealth Partners History No change 3,774 412 0.05% 0.05% 629 0 0.0% Q2 2026 Jul 15, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,757 411 0.08% 0.08% 630 0 0.0% Q2 2026 Aug 06, 2026
DMC Group, LLC History No change 3,735 408 0.28% 0.28% 631 0 0.0% Q2 2026 Jul 28, 2026
SAPIENT CAPITAL LLC History No change 3,916 407 0.01% 0.01% 632 0 0.0% Q3 2026 Oct 08, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 3,700 404 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 3,687 403 0.01% 0.01% 634 0 0.0% Q2 2026 Aug 10, 2026
WESPAC Advisors, LLC History No change 3,681 402 0.2% 0.2% 635 0 0.0% Q2 2026 Aug 10, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 3,862 401 0.18% 0.22% 636 -354 -8.4% Q3 2026 Oct 09, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 3,644 398 0.06% 0.06% 637 0 0.0% Q2 2026 Aug 07, 2026
Main Street Financial Solutions, LLC History No change 3,635 397 0.03% 0.03% 638 0 0.0% Q2 2026 Aug 07, 2026
BROWN ADVISORY INC History No change 3,622 396 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 14, 2026
Matrix Trust Co History Reduced 3,794 395 0.06% 0.07% 640 -330 -8.0% Q3 2026 Oct 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,611 393 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 06, 2026
Patriot Financial Group Insurance Agency, LLC History No change 3,599 393 0.04% 0.04% 642 0 0.0% Q2 2026 Jul 16, 2026
Walkner Condon Financial Advisors LLC History No change 3,576 391 0.04% 0.04% 643 0 0.0% Q2 2026 Jul 27, 2026
PRENTISS SMITH & CO INC History No change 3,570 390 0.21% 0.21% 644 0 0.0% Q2 2026 Jul 30, 2026
Grandview Asset Management LLC History No change 3,556 389 0.1% 0.1% 645 0 0.0% Q2 2026 Jul 24, 2026
Journey Advisory Group, LLC History No change 3,551 388 0.03% 0.03% 646 0 0.0% Q2 2026 Aug 04, 2026
Rehmann Capital Advisory Group History No change 3,521 385 0.02% 0.02% 647 0 0.0% Q2 2026 Aug 20, 2026
Banco Santander, S.A. History No change 3,512 384 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 29, 2026
Mason Investment Advisory Services, Inc. History No change 3,500 383 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Group, LLC / IL History No change 3,501 383 0.09% 0.09% 650 0 0.0% Q2 2026 Jul 30, 2026
GC Wealth Management RIA, LLC History No change 3,509 383 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 16, 2026
Mayflower Financial Advisors, LLC History No change 3,494 382 0.03% 0.03% 652 0 0.0% Q2 2026 Jul 09, 2026
MIDDLETON & CO INC/MA History No change 3,484 381 0.04% 0.04% 653 0 0.0% Q2 2026 Aug 10, 2026
Moors & Cabot, Inc. History No change 3,478 380 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 3,460 378 0.03% 0.03% 655 0 0.0% Q2 2026 Aug 14, 2026
Hardin Capital Partners, LLC History Reduced 3,626 377 0.18% 0.24% 656 -1,161 -24.25% Q3 2026 Oct 08, 2026
Park Edge Advisors, LLC History No change 3,430 375 0.08% 0.08% 657 0 0.0% Q2 2026 Jul 10, 2026
Pekin Hardy Strauss, Inc. History No change 3,421 374 0.03% 0.03% 658 0 0.0% Q2 2026 Jul 30, 2026
Crusonia Wealth Advisors LLC History No change 3,420 374 0.06% 0.06% 659 0 0.0% Q2 2026 Jul 30, 2026
SageView Advisory Group, LLC History No change 3,346 366 0.01% 0.01% 660 0 0.0% Q2 2026 Aug 10, 2026
Evanson Financial, LLC History No change 3,347 366 0.02% 0.02% 661 0 0.0% Q2 2026 Jul 07, 2026
Successful Portfolios LLC History No change 3,511 365 0.17% 0.18% 662 0 0.0% Q3 2026 Oct 09, 2026
Mission Creek Capital Partners, Inc. History No change 3,340 365 0.06% 0.06% 663 0 0.0% Q2 2026 Aug 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 3,327 364 0.02% 0.02% 664 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 3,310 362 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 13, 2026
BOSTON FAMILY OFFICE LLC History No change 3,300 361 0.02% 0.02% 666 0 0.0% Q2 2026 Aug 12, 2026
Guardian Partners Inc. History No change 3,300 361 0.03% 0.03% 667 0 0.0% Q2 2026 Jul 29, 2026
WEST PACES ADVISORS INC. History No change 3,300 361 0.06% 0.06% 668 0 0.0% Q2 2026 Jul 17, 2026
World Investment Advisors History No change 3,255 358 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 3,264 357 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 13, 2026
WORMSER FRERES GESTION History No change 3,285 355 0.2% 0.2% 671 0 0.0% Q2 2026 Jul 16, 2026
Net Worth Advisory Group History No change 3,241 354 0.09% 0.09% 672 0 0.0% Q2 2026 Jul 13, 2026
Westmount Partners, LLC History No change 3,240 354 0.08% 0.08% 673 0 0.0% Q2 2026 Jul 07, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 3,217 352 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 22, 2026
Dorato Capital Management History No change 3,384 352 0.23% 0.25% 675 0 0.0% Q3 2026 Oct 08, 2026
FSM Wealth Advisors, LLC History No change 3,213 351 0.04% 0.04% 676 0 0.0% Q2 2026 Jul 15, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 3,149 345 0.01% 0.01% 677 0 0.0% Q2 2026 Aug 11, 2026
Baker Avenue Asset Management, LP History No change 3,154 345 0.01% 0.01% 678 0 0.0% Q2 2026 Jul 28, 2026
Midwest Trust Co History No change 3,161 345 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 04, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 3,090 338 0.53% 0.53% 680 0 0.0% Q2 2026 Aug 11, 2026
Mainsail Financial Group, LLC History No change 3,053 334 0.11% 0.11% 681 0 0.0% Q2 2026 Jul 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 3,046 333 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 14, 2026
WFA of San Diego, LLC History No change 3,114 333 0.27% 0.27% 683 0 0.0% Q2 2026 Aug 14, 2026
W.H. Cornerstone Investments Inc. History No change 3,049 333 0.19% 0.19% 684 0 0.0% Q2 2026 Aug 07, 2026
Roundview Capital LLC History No change 3,041 332 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 30, 2026
Visionary Wealth Advisors History No change 3,042 332 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History No change 3,025 331 0.12% 0.12% 687 0 0.0% Q2 2026 Jul 29, 2026
FIRST NATIONAL BANK OF OMAHA History No change 3,009 330 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 07, 2026
GHE, LLC History No change 3,017 330 0.12% 0.12% 689 0 0.0% Q2 2026 Jul 30, 2026
HCR Wealth Advisors History No change 3,015 329 0.03% 0.03% 690 0 0.0% Q2 2026 Jul 13, 2026
CARDIFF PARK ADVISORS, LLC History No change 3,011 329 0.03% 0.03% 691 0 0.0% Q2 2026 Aug 14, 2026
Ares Financial Consulting, LLC History No change 3,003 328 0.24% 0.24% 692 0 0.0% Q2 2026 Jul 09, 2026
Aletheian Wealth Advisors LLC History Added to 3,137 326 0.13% 0.14% 693 +39 1.26% Q3 2026 Oct 08, 2026
SilverOak Wealth Management LLC History No change 2,963 324 0.04% 0.04% 694 0 0.0% Q2 2026 Jul 29, 2026
Bath Savings Trust Co History Reduced 3,100 322 0.03% 0.05% 695 -985 -24.11% Q3 2026 Oct 07, 2026
Latitude Advisors, LLC History No change 2,936 321 0.13% 0.13% 696 0 0.0% Q2 2026 Jul 27, 2026
Safeguard Investment Advisory Group, LLC History No change 2,941 321 0.07% 0.07% 697 0 0.0% Q2 2026 Aug 13, 2026
LexAurum Advisors, LLC History No change 2,910 318 0.04% 0.04% 698 0 0.0% Q2 2026 Jul 15, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 3,055 317 0.19% 0.2% 699 0 0.0% Q3 2026 Oct 07, 2026
Pathstone Holdings, LLC History No change 2,853 312 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 13, 2026
Nautilus Advisors LLC History No change 3,000 312 0.19% 0.19% 701 0 0.0% Q3 2026 Oct 06, 2026
LPWM LLC History No change 2,840 310 0.07% 0.07% 702 0 0.0% Q2 2026 Jul 24, 2026
Simplicity Wealth,LLC History No change 2,839 310 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 06, 2026
Alhambra Investment Management LLC History No change 2,826 309 0.13% 0.13% 704 0 0.0% Q2 2026 Jul 16, 2026
Cannell & Spears LLC History No change 2,785 304 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 11, 2026
KINTRA WEALTH, LLC History No change 2,834 303 0.02% 0.02% 706 0 0.0% Q2 2026 Aug 14, 2026
Austin Asset Management Co Inc History No change 2,762 302 0.04% 0.04% 707 0 0.0% Q2 2026 Jul 31, 2026
Hegarty Advisors, LLC History No change 2,761 302 0.21% 0.21% 708 0 0.0% Q2 2026 Jul 27, 2026
CLG LLC History No change 2,747 300 0.07% 0.07% 709 0 0.0% Q2 2026 Jul 16, 2026
Alan B Lancz & Associates, Inc. History No change 2,725 298 0.26% 0.26% 710 0 0.0% Q2 2026 Aug 11, 2026
Creekside Partners History No change 2,718 297 0.11% 0.11% 711 0 0.0% Q2 2026 Jul 30, 2026
TCFG Investment Advisors, LLC History No change 2,715 297 0.1% 0.1% 712 0 0.0% Q2 2026 Jul 17, 2026
Nuveen, LLC History No change 2,707 296 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 11, 2026
ABLE Financial Group, LLC History No change 2,692 294 0.05% 0.05% 714 0 0.0% Q2 2026 Jul 22, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,659 290 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 17, 2026
McAdam, LLC History No change 2,652 290 0.01% 0.01% 716 0 0.0% Q2 2026 Aug 04, 2026
Valued Retirements, Inc. History No change 2,639 288 0.26% 0.26% 717 0 0.0% Q2 2026 Aug 13, 2026
Asset One Wealth Management LLC History No change 2,673 288 0.03% 0.03% 718 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 2,621 286 0.02% 0.02% 719 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,603 284 0.01% 0.01% 720 0 0.0% Q2 2026 Jul 28, 2026
KPP Advisory Services LLC History No change 2,604 284 0.04% 0.04% 721 0 0.0% Q2 2026 Jul 24, 2026
Equity Wealth Partners, LLC History No change 2,603 284 0.1% 0.1% 722 0 0.0% Q2 2026 Jul 27, 2026
Northstar Advisory Group, LLC History No change 2,594 283 0.09% 0.09% 723 0 0.0% Q2 2026 Jul 14, 2026
Hickory Point Bank & Trust History No change 2,721 283 0.17% 0.18% 724 0 0.0% Q3 2026 Oct 01, 2026
Center for Financial Planning, Inc. History No change 2,580 282 0.03% 0.03% 725 0 0.0% Q2 2026 Jul 21, 2026
NewEdge Wealth, LLC History No change 2,572 281 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 10, 2026
SYKON CAPITAL LLC History No change 2,550 279 0.09% 0.09% 727 0 0.0% Q2 2026 Aug 12, 2026
Focus Financial Network, Inc. History No change 2,540 277 0.01% 0.01% 728 0 0.0% Q2 2026 Jul 09, 2026
Compass Planning Associates Inc History No change 2,511 274 0.15% 0.15% 729 0 0.0% Q2 2026 Jul 27, 2026
PW Nova Financial Services LLC History No change 2,505 274 0.06% 0.06% 730 0 0.0% Q2 2026 Jul 29, 2026
King Wealth Management Group History No change 2,475 271 0.03% 0.03% 731 0 0.0% Q2 2026 Aug 05, 2026
Csenge Advisory Group History No change 2,480 271 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 10, 2026
WealthSpring Partners, LLC History No change 2,482 271 0.23% 0.23% 733 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 2,468 271 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 12, 2026
Foundation Wealth Management, LLC\PA History No change 2,472 270 0.08% 0.08% 735 0 0.0% Q2 2026 Jul 21, 2026
Cyndeo Wealth Partners, LLC History No change 2,464 269 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 21, 2026
AlTi Global, Inc. History No change 2,450 268 0.01% 0.01% 737 0 0.0% Q2 2026 Aug 05, 2026
PRAIRIE ADVISORY, LLC History No change 2,437 266 0.06% 0.06% 738 0 0.0% Q2 2026 Jul 20, 2026
Colony Family Offices, LLC History No change 2,421 264 0.06% 0.06% 739 0 0.0% Q2 2026 Jul 20, 2026
Mokosak Advisory Group, LLC History No change 2,420 264 0.06% 0.06% 740 0 0.0% Q2 2026 Aug 03, 2026
American Wealth Advisors, LLC History No change 2,418 264 0.25% 0.25% 741 0 0.0% Q2 2026 Aug 07, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 2,405 263 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 17, 2026
IVC Wealth Advisors LLC History No change 2,406 263 0.1% 0.1% 743 0 0.0% Q2 2026 Jul 14, 2026
Glass Jacobson Investment Advisors llc History No change 2,408 263 0.08% 0.08% 744 0 0.0% Q2 2026 Jul 30, 2026
CITY HOLDING CO History No change 2,403 262 0.03% 0.03% 745 0 0.0% Q2 2026 Jul 10, 2026
DAVIDSON TRUST CO History No change 2,510 261 0.1% 0.11% 746 0 0.0% Q3 2026 Oct 09, 2026
Werba Rubin Papier Wealth Management History No change 2,386 261 0.03% 0.03% 747 0 0.0% Q2 2026 Jul 27, 2026
Paragon Capital Management Ltd History No change 2,500 260 0.05% 0.05% 748 0 0.0% Q3 2026 Oct 09, 2026
EverSource Wealth Advisors, LLC History No change 2,377 260 0.01% 0.01% 749 0 0.0% Q2 2026 Jul 24, 2026
Venture Visionary Partners LLC History Reduced 2,493 259 0.01% 0.01% 751 -4 -0.16% Q3 2026 Oct 07, 2026
Grey Ledge Advisors, LLC History No change 2,370 259 0.05% 0.05% 750 0 0.0% Q2 2026 Jul 27, 2026
STRATEGY ASSET MANAGERS LLC History No change 2,359 258 0.04% 0.04% 752 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 2,350 257 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 13, 2026
Kingsbury Capital Investment Advisors LLC History No change 2,348 256 0.22% 0.22% 754 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 2,348 256 0.22% 0.22% 755 0 0.0% Q2 2026 Aug 05, 2026
Strategic Point Investment Advisors, LLC History No change 2,320 253 0.03% 0.03% 756 0 0.0% Q2 2026 Jul 08, 2026
Investment Advisory Group, LLC History No change 2,321 253 0.05% 0.05% 757 0 0.0% Q2 2026 Aug 06, 2026
Proficio Capital Partners LLC History No change 2,310 252 0.01% 0.01% 758 0 0.0% Q2 2026 Aug 14, 2026
Bedel Financial Consulting, Inc. History No change 2,310 252 0.02% 0.02% 759 0 0.0% Q2 2026 Jul 29, 2026
Stegent Equity Advisors, Inc. History No change 2,286 250 0.18% 0.18% 760 0 0.0% Q2 2026 Jul 29, 2026
DKM Wealth Management, Inc. History No change 2,412 250 0.16% 0.17% 761 0 0.0% Q3 2026 Oct 09, 2026
BIP Wealth, LLC History No change 2,279 249 0.01% 0.01% 762 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Management, Inc. History No change 2,280 249 0.08% 0.08% 763 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,300 248 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 27, 2026
Grove Street Fiduciary, LLC History No change 2,270 248 0.1% 0.1% 765 0 0.0% Q2 2026 Jul 23, 2026
Sankala Group LLC History No change 2,321 248 0.17% 0.17% 766 0 0.0% Q2 2026 Aug 18, 2026
S.A. Mason LLC History No change 2,266 247 0.08% 0.08% 767 0 0.0% Q2 2026 Jul 31, 2026
Prosperitas Financial LLC History No change 2,260 247 0.08% 0.08% 768 0 0.0% Q2 2026 Aug 19, 2026
Rodgers Brothers Inc. History No change 2,243 245 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 05, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 2,245 245 0.15% 0.15% 770 0 0.0% Q2 2026 Jul 23, 2026
Forum Finance Group S.A. History No change 2,770 245 0.09% 0.09% 771 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 2,233 244 0.03% 0.03% 772 0 0.0% Q2 2026 Jul 09, 2026
Family Investment Center, Inc. History No change 2,238 244 0.04% 0.04% 773 0 0.0% Q2 2026 Jul 23, 2026
Wealth Quarterback LLC History No change 2,215 242 0.07% 0.07% 774 0 0.0% Q2 2026 Jul 27, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,205 241 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 11, 2026
RDA Financial Network History No change 2,210 241 0.05% 0.05% 776 0 0.0% Q2 2026 Jul 06, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 2,200 240 0.16% 0.16% 777 0 0.0% Q2 2026 Jul 15, 2026
JMN Financial LLC History No change 2,200 240 0.19% 0.19% 778 0 0.0% Q2 2026 Aug 10, 2026
SAX WEALTH ADVISORS, LLC History No change 2,172 239 0.01% 0.01% 779 0 0.0% Q2 2026 Jul 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 2,179 238 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 07, 2026
One Wealth Advisors, LLC History No change 2,180 238 0.03% 0.03% 781 0 0.0% Q2 2026 Aug 06, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 2,164 236 0.02% 0.02% 782 0 0.0% Q2 2026 Aug 12, 2026
Wernau Asset Management Inc. History No change 2,159 236 0.12% 0.12% 783 0 0.0% Q2 2026 Jul 31, 2026
WJ Financial Advisors LLC History No change 2,157 236 0.17% 0.17% 784 0 0.0% Q2 2026 Aug 13, 2026
TMB Capital Partners, LLC History No change 2,148 235 0.07% 0.07% 785 0 0.0% Q2 2026 Jul 24, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,146 234 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 20, 2026
Old Port Advisors History No change 2,127 232 0.05% 0.05% 787 0 0.0% Q2 2026 Jul 21, 2026
Blue Trust, Inc. History No change 2,121 232 0.0% 0.0% 788 0 0.0% Q2 2026 Jul 21, 2026
Innova Wealth Partners History No change 2,102 230 0.09% 0.09% 789 0 0.0% Q2 2026 Jul 15, 2026
Badgley Phelps Wealth Managers, LLC History No change 2,104 230 0.0% 0.0% 790 0 0.0% Q2 2026 Jul 31, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 2,106 230 0.16% 0.16% 791 0 0.0% Q2 2026 Aug 11, 2026
Rock Point Advisors, LLC History No change 2,095 229 0.06% 0.06% 792 0 0.0% Q2 2026 Aug 06, 2026
Triad Wealth Partners, LLC History No change 2,144 229 0.01% 0.01% 793 0 0.0% Q2 2026 Aug 10, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 2,100 229 0.16% 0.16% 794 0 0.0% Q2 2026 Aug 07, 2026
Aptus Capital Advisors, LLC History No change 2,083 227 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 12, 2026
Gradient Capital Advisors, LLC History No change 2,070 226 0.05% 0.05% 796 0 0.0% Q2 2026 Jul 13, 2026
TODD ASSET MANAGEMENT LLC History No change 2,060 225 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 04, 2026
North Forty Two & Co. History No change 2,048 224 0.19% 0.19% 798 0 0.0% Q2 2026 Jul 24, 2026
OpenArc Corporate Advisory, LLC History No change 2,040 223 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 05, 2026
HB Wealth Management, LLC History No change 2,029 222 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 29, 2026
Copia Wealth Management History No change 2,030 222 0.13% 0.13% 801 0 0.0% Q2 2026 Aug 17, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 2,021 221 0.03% 0.03% 802 0 0.0% Q2 2026 Jul 29, 2026
Avalon Trust Co History No change 2,022 221 0.01% 0.01% 803 0 0.0% Q2 2026 Aug 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 2,112 219 0.15% 0.17% 805 -101 -4.56% Q3 2026 Oct 09, 2026
Pinnacle Bancorp, Inc. History No change 2,009 219 0.06% 0.06% 804 0 0.0% Q2 2026 Jul 28, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 2,000 218 0.06% 0.06% 806 0 0.0% Q2 2026 Jul 28, 2026
LAZARD ASSET MANAGEMENT LLC History No change 2,000 218 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 14, 2026
Goldstone Financial Group, LLC History No change 1,995 218 0.02% 0.02% 808 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 1,995 218 0.07% 0.07% 809 0 0.0% Q2 2026 Jul 31, 2026
Tribridge Partners Financial LLC History No change 2,035 218 0.09% 0.09% 810 0 0.0% Q2 2026 Aug 04, 2026
WEALTH ALLIANCE, LLC History No change 1,985 217 0.02% 0.02% 811 0 0.0% Q2 2026 Aug 11, 2026
Alliance Wealth Advisors, LLC /UT History No change 1,983 217 0.04% 0.04% 812 0 0.0% Q2 2026 Jul 23, 2026
Certified Advisory Corp History No change 1,977 216 0.02% 0.02% 813 0 0.0% Q2 2026 Jul 16, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,971 215 0.02% 0.02% 814 0 0.0% Q2 2026 Jul 23, 2026
J. L. Bainbridge & Co., Inc. History No change 1,960 214 0.02% 0.02% 815 0 0.0% Q2 2026 Jul 22, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 1,938 212 0.07% 0.07% 816 0 0.0% Q2 2026 Aug 06, 2026
WealthBridge Capital Management, LLC History No change 1,943 212 0.04% 0.04% 817 0 0.0% Q2 2026 Jul 24, 2026
FIRST HAWAIIAN BANK History No change 1,936 211 0.03% 0.03% 818 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Holdings, LLC History No change 1,933 211 0.07% 0.07% 819 0 0.0% Q2 2026 Aug 12, 2026
Prostatis Group LLC History No change 1,935 211 0.05% 0.05% 820 0 0.0% Q2 2026 Aug 14, 2026
Curran Financial Partners, LLC History No change 1,916 209 0.03% 0.03% 821 0 0.0% Q2 2026 Aug 12, 2026
Sage Capital Management, LLC History No change 1,913 209 0.08% 0.08% 822 0 0.0% Q2 2026 Jul 20, 2026
EPIQ PARTNERS, LLC History Added to 1,998 207 0.09% 0.09% 824 +42 2.15% Q3 2026 Oct 07, 2026
Texas Yale Capital Corp. History No change 1,900 207 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 12, 2026
Principle Wealth Partners LLC History No change 1,878 205 0.01% 0.01% 825 0 0.0% Q2 2026 Aug 07, 2026
Rose Capital Advisors LLC History No change 1,878 205 0.1% 0.1% 826 0 0.0% Q2 2026 Aug 07, 2026
Key Client Fiduciary Advisors, LLC History No change 1,870 204 0.06% 0.06% 827 0 0.0% Q2 2026 Jul 09, 2026
Finward Bancorp History No change 1,856 203 0.15% 0.15% 828 0 0.0% Q2 2026 Jul 16, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,840 201 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 10, 2026
OFC FINANCIAL PLANNING, LLC History No change 1,840 201 0.18% 0.18% 830 0 0.0% Q2 2026 Aug 05, 2026
SOA Wealth Advisors, LLC. History No change 1,830 200 0.03% 0.03% 831 0 0.0% Q2 2026 Jul 21, 2026
WEBSTER BANK, N. A. History No change 1,805 197 0.02% 0.02% 832 0 0.0% Q2 2026 Jul 20, 2026
Institute for Wealth Management, LLC. History No change 1,774 194 0.02% 0.02% 833 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 1,731 189 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 23, 2026
Financial Network Wealth Advisors LLC History No change 1,728 189 0.19% 0.19% 835 0 0.0% Q2 2026 Jul 29, 2026
Capital Investment Advisory Services, LLC History No change 1,652 180 0.01% 0.01% 836 0 0.0% Q2 2026 Jul 23, 2026
Coastline Trust Co History Reduced 1,649 171 0.02% 0.03% 837 -1,425 -46.36% Q3 2026 Oct 01, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,578 170 0.01% 0.01% 838 0 0.0% Q2 2026 Jul 22, 2026
Powell Investment Advisors, LLC History No change 1,540 168 0.05% 0.05% 839 0 0.0% Q2 2026 Jul 28, 2026
GK Wealth Management LLC History New 1,611 167 0.09% — 840 +1,611 New Q3 2026 Oct 09, 2026
Indiana Trust & Investment Management Co History No change 1,474 161 0.04% 0.04% 841 0 0.0% Q2 2026 Jul 22, 2026
NVWM, LLC History No change 1,460 159 0.03% 0.03% 842 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 1,361 148 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 23, 2026
Continuum Advisory, LLC History No change 1,319 144 0.01% 0.01% 844 0 0.0% Q2 2026 Aug 06, 2026
Kings Path Partners LLC History No change 1,300 142 0.04% 0.04% 845 0 0.0% Q2 2026 Jul 14, 2026
C M BIDWELL & ASSOCIATES LTD History No change 1,272 139 0.06% 0.06% 846 0 0.0% Q2 2026 Aug 11, 2026
Axiom Investment Management LLC History No change 1,217 133 0.09% 0.09% 847 0 0.0% Q2 2026 Jul 30, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 1,218 133 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 10, 2026
BARRETT & COMPANY, INC. History No change 1,201 131 0.04% 0.04% 849 0 0.0% Q2 2026 Jul 24, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,221 127 0.01% 0.01% 850 0 0.0% Q3 2026 Oct 09, 2026
UMB Bank, n.a. History No change 1,131 123 0.0% 0.0% 851 0 0.0% Q2 2026 Aug 13, 2026
Tidemark, LLC History No change 1,127 123 0.03% 0.03% 852 0 0.0% Q2 2026 Aug 10, 2026
Wilmington Savings Fund Society, FSB History No change 1,091 119 0.0% 0.0% 853 0 0.0% Q2 2026 Jul 28, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,085 118 0.0% 0.0% 854 0 0.0% Q2 2026 Jul 14, 2026
Key FInancial Inc History No change 1,059 115 0.02% 0.02% 855 0 0.0% Q2 2026 Jul 24, 2026
REYL & Cie S.A. History No change 1,000 110 0.13% 0.13% 856 0 0.0% Q2 2026 Oct 02, 2026
Archer Investment Corp History No change 997 109 0.02% 0.02% 857 0 0.0% Q2 2026 Aug 03, 2026
LANARK FINANCIAL, INC. History No change 970 106 0.01% 0.01% 858 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Planning Group LLC History No change 990 106 0.01% 0.01% 859 0 0.0% Q2 2026 Jul 29, 2026
Geneos Wealth Management Inc. History No change 934 102 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 06, 2026
American Capital Advisory, LLC History No change 888 97 0.04% 0.04% 861 0 0.0% Q2 2026 Jul 28, 2026
LOWE BROCKENBROUGH & CO INC History No change 875 95 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 03, 2026
Medallion Wealth Advisors, LLC History No change 866 94 0.03% 0.03% 863 0 0.0% Q2 2026 Aug 14, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 853 93 0.21% 0.21% 864 0 0.0% Q2 2026 Aug 13, 2026
Founders Capital Management History No change 843 92 0.04% 0.04% 865 0 0.0% Q2 2026 Jul 21, 2026
Hyposwiss Advisors SA History No change 835 91 0.09% 0.09% 866 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Partners, Ltd. History No change 803 87 0.01% 0.01% 867 0 0.0% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History No change 764 83 0.02% 0.02% 868 0 0.0% Q2 2026 Aug 11, 2026
Steigerwald, Gordon & Koch Inc. History No change 740 80 0.01% 0.01% 869 0 0.0% Q2 2026 Jul 22, 2026
AMERIFLEX GROUP, INC. History No change 737 80 0.03% 0.03% 870 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 731 79 0.01% 0.01% 871 0 0.0% Q2 2026 Aug 07, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 719 78 0.02% 0.02% 872 0 0.0% Q2 2026 Aug 07, 2026
WELLINGTON-ALTUS USA INC. History No change 710 78 0.06% 0.06% 873 0 0.0% Q2 2026 Sep 17, 2026
NBH Bank History No change 717 78 0.03% 0.03% 874 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 694 75 0.0% 0.0% 875 0 0.0% Q2 2026 Aug 06, 2026
Gen-Wealth Partners Inc History No change 680 74 0.02% 0.02% 876 0 0.0% Q2 2026 Aug 10, 2026
Crewe Advisors LLC History No change 652 71 0.01% 0.01% 877 0 0.0% Q2 2026 Jul 23, 2026
Breakwater Investment Management History No change 654 71 0.02% 0.02% 878 0 0.0% Q2 2026 Aug 06, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 643 70 0.01% 0.01% 879 0 0.0% Q2 2026 Aug 14, 2026
Downshift Financial, LLC History No change 642 70 0.03% 0.03% 880 0 0.0% Q2 2026 Aug 12, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 631 69 0.01% 0.01% 881 0 0.0% Q2 2026 Jul 27, 2026
WealthNavi Inc. History No change 627,817 68 0.53% 0.53% 882 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 630 68 0.01% 0.01% 883 0 0.0% Q2 2026 Aug 13, 2026
Y.D. More Investments Ltd History No change 610 66 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 05, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 610 66 0.06% 0.06% 885 0 0.0% Q2 2026 Jul 09, 2026
First Bancorp, Inc /ME/ History No change 592 64 0.03% 0.03% 886 0 0.0% Q2 2026 Aug 11, 2026
Banque Transatlantique SA History No change 577 63 0.0% 0.0% 887 0 0.0% Q2 2026 Jul 30, 2026
Wellington Shields Capital Management, LLC History No change 566 61 0.01% 0.01% 888 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 560 61 0.01% 0.01% 889 0 0.0% Q2 2026 Aug 14, 2026
PINNEY & SCOFIELD, INC. History No change 553 60 0.03% 0.03% 890 0 0.0% Q2 2026 Aug 07, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 540 59 0.05% 0.05% 891 0 0.0% Q2 2026 Jul 28, 2026
Nalls Sherbakoff Group, LLC History No change 545 59 0.04% 0.04% 892 0 0.0% Q2 2026 Aug 17, 2026
Washington Trust Advisors, Inc. History No change 536 58 0.0% 0.0% 893 0 0.0% Q2 2026 Jul 29, 2026
Strategic Investment Solutions, Inc. /IL History No change 520 56 0.01% 0.01% 894 0 0.0% Q2 2026 Jul 08, 2026
Front Row Advisors LLC History No change 519 55 0.02% 0.02% 895 0 0.0% Q2 2026 Aug 13, 2026
Clean Yield Group History No change 500 54 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 05, 2026
ELEVATE WEALTH ADVISORY, INC History No change 494 54 0.03% 0.03% 897 0 0.0% Q2 2026 Aug 14, 2026
Biltmore Family Office, LLC History No change 490 53 0.01% 0.01% 898 0 0.0% Q2 2026 Aug 12, 2026
Seneschal Advisors, LLC History No change 491 53 0.04% 0.04% 899 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 476 52 0.02% 0.02% 900 0 0.0% Q2 2026 Aug 10, 2026
Timbuktu Capital Management, LLC History No change 475 51 0.08% 0.08% 901 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 459 50 0.0% 0.0% 902 0 0.0% Q2 2026 Jul 28, 2026
Triumph Capital Management History No change 461 50 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 20, 2026
Founders Financial Alliance, LLC History No change 459 50 0.01% 0.01% 904 0 0.0% Q2 2026 Aug 04, 2026
Stone House Investment Management, LLC History No change 451 49 0.01% 0.01% 905 0 0.0% Q2 2026 Aug 05, 2026
Canton Hathaway, LLC History No change 450 49 0.01% 0.01% 906 0 0.0% Q2 2026 Aug 05, 2026
Golden State Wealth Management, LLC History No change 420 46 0.0% 0.0% 907 0 0.0% Q2 2026 Jul 22, 2026
Strategic Wealth Advisors LLC History No change 405 44 0.04% 0.04% 908 0 0.0% Q2 2026 Aug 07, 2026
Regatta Research & Money Management History No change 385 42 0.04% 0.04% 909 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 377 41 0.0% 0.0% 910 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 358 39 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 12, 2026
BFSG, LLC History No change 361 39 0.0% 0.0% 912 0 0.0% Q2 2026 Jul 20, 2026
IMA Advisory Services, Inc. History No change 356 38 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 10, 2026
LFA - Lugano Financial Advisors SA History No change 330 36 0.02% 0.02% 914 0 0.0% Q2 2026 Jul 28, 2026
BALLAST ADVISORS LLC History No change 331 36 0.01% 0.01% 915 0 0.0% Q2 2026 Aug 12, 2026
Hilltop National Bank History No change 330 36 0.01% 0.01% 916 0 0.0% Q2 2026 Jul 01, 2026
Physician Wealth Advisors, Inc. History No change 321 35 0.0% 0.0% 917 0 0.0% Q2 2026 Jul 20, 2026
Smallwood Wealth Investment Management, LLC History No change 328 35 0.02% 0.02% 918 0 0.0% Q2 2026 Jul 23, 2026
EASTERN BANK History No change 333 34 0.0% 0.0% 919 0 0.0% Q3 2026 Oct 05, 2026
Signature Equity Partners, LLC History No change 316 34 0.02% 0.02% 920 0 0.0% Q2 2026 Jul 30, 2026
CENTRAL TRUST Co History No change 306 33 0.0% 0.0% 921 0 0.0% Q2 2026 Jul 31, 2026
PITTENGER & ANDERSON INC History No change 308 33 0.0% 0.0% 922 0 0.0% Q2 2026 Jul 27, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 287 31 0.0% 0.0% 923 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 285 31 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 12, 2026
NFSG Corp History No change 282 30 0.0% 0.0% 925 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History New 275 29 0.0% — 926 +275 New Q3 2026 Oct 02, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 260 28 0.01% 0.01% 927 0 0.0% Q2 2026 Aug 05, 2026
Holos Integrated Wealth LLC History No change 261 28 0.01% 0.01% 928 0 0.0% Q2 2026 Jul 15, 2026
Gladwyn Financial Advisors, Inc. History Added to 258 26 0.02% 0.02% 932 +4 1.57% Q3 2026 Oct 05, 2026
Cape Investment Advisory, Inc. History No change 239 26 0.01% 0.01% 929 0 0.0% Q2 2026 Jul 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 239 26 0.02% 0.02% 930 0 0.0% Q2 2026 Jul 21, 2026
William B. Walkup & Associates, Inc. History No change 244 26 0.01% 0.01% 931 0 0.0% Q2 2026 Jul 30, 2026
Boreal Capital Management LLC History No change 230 25 0.02% 0.02% 933 0 0.0% Q2 2026 Aug 13, 2026
Friedenthal Financial History No change 204 22 0.01% 0.01% 934 0 0.0% Q2 2026 Jul 13, 2026
EPG Wealth Management LLC History No change 209 22 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 28, 2026
Main Street Group, LTD History No change 209 22 0.01% 0.01% 936 0 0.0% Q2 2026 Jul 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 200 21 0.0% 0.0% 937 0 0.0% Q2 2026 Sep 02, 2026
Frisco Financial Planning LLC History No change 210 21 0.02% 0.02% 938 0 0.0% Q3 2026 Oct 05, 2026
Burnham & Co LLC History No change 200 21 0.02% 0.02% 939 0 0.0% Q2 2026 Aug 11, 2026
LifeSteps Financial, Inc. History No change 185 20 0.01% 0.01% 940 0 0.0% Q2 2026 Jul 17, 2026
Game Plan Financial Advisors, LLC History No change 185 20 0.01% 0.01% 941 0 0.0% Q2 2026 Aug 07, 2026
Piscataqua Savings Bank History No change 184 20 0.01% 0.01% 942 0 0.0% Q2 2026 Jul 09, 2026
Murphy & Mullick Capital Management Corp History No change 186 20 0.01% 0.01% 943 0 0.0% Q2 2026 Aug 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 181 19 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 11, 2026
SYM FINANCIAL Corp History No change 154 16 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 04, 2026
Bangor Savings Bank History No change 154 16 0.0% 0.0% 946 0 0.0% Q3 2026 Oct 06, 2026
Moisand Fitzgerald Tamayo, LLC History No change 151 16 0.0% 0.0% 947 0 0.0% Q2 2026 Jul 13, 2026
TSFG, LLC History No change 146 16 0.0% 0.0% 948 0 0.0% Q2 2026 Jul 23, 2026
Private Wealth Asset Management, LLC History No change 140 15 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 11, 2026
DecisionPoint Financial, LLC History No change 144 15 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 05, 2026
Strategic Advocates LLC History No change 143 15 0.06% 0.06% 951 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History No change 140 15 0.0% 0.0% 952 0 0.0% Q2 2026 Jul 27, 2026
Park Square Financial Group, LLC History No change 142 15 0.14% 0.14% 953 0 0.0% Q2 2026 Jul 31, 2026
ST GERMAIN D J CO INC History No change 136 14 0.0% 0.0% 954 0 0.0% Q2 2026 Jul 21, 2026
VANGUARD ADVISERS INC History No change 132 14 0.0% 0.0% 955 0 0.0% Q2 2026 Aug 13, 2026
Glassman Wealth Services History No change 137 14 0.0% 0.0% 956 0 0.0% Q2 2026 Aug 05, 2026
Bravera Wealth History No change 131 14 0.01% 0.01% 957 0 0.0% Q2 2026 Jul 23, 2026
TOMPKINS FINANCIAL CORP History No change 128 13 0.0% 0.0% 958 0 0.0% Q3 2026 Oct 05, 2026
MCDONALD PARTNERS LLC History No change 120 13 0.0% 0.0% 959 0 0.0% Q2 2026 Jul 28, 2026
Provident Wealth Management, LLC History No change 120 13 0.0% 0.0% 960 0 0.0% Q2 2026 Aug 04, 2026
TOTH FINANCIAL ADVISORY CORP History No change 113 11 0.0% 0.0% 961 0 0.0% Q3 2026 Oct 08, 2026
NBT BANK, N.A. History No change 109 11 0.0% 0.0% 962 0 0.0% Q2 2026 Jul 29, 2026
Nova Wealth Management, Inc. History No change 103 11 0.01% 0.01% 963 0 0.0% Q2 2026 Jul 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 100 10 0.0% 0.0% 964 0 0.0% Q2 2026 Jul 08, 2026
HM PAYSON & CO History No change 100 10 0.0% 0.0% 965 0 0.0% Q2 2026 Jul 17, 2026
Independence Bank of Kentucky History No change 100 10 0.0% 0.0% 966 0 0.0% Q2 2026 Jul 13, 2026
Concord Wealth Partners History No change 93 10 0.0% 0.0% 967 0 0.0% Q2 2026 Jul 27, 2026
IAG Wealth Partners, LLC History No change 100 10 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 06, 2026
MTM Investment Management, LLC History No change 100 10 0.0% 0.0% 969 0 0.0% Q2 2026 Aug 03, 2026
TIAA Wealth Investment Management LLC History No change 96 10 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 10, 2026
Anchor Investment Management, LLC History No change 87 9 0.0% 0.0% 971 0 0.0% Q2 2026 Sep 15, 2026
CNB Bank History No change 90 9 0.0% 0.0% 972 0 0.0% Q2 2026 Aug 06, 2026
Financial Perspectives, Inc History No change 86 9 0.0% 0.0% 973 0 0.0% Q2 2026 Jul 24, 2026
Abound Wealth Management History No change 74 8 0.0% 0.0% 974 0 0.0% Q2 2026 Jul 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 65 7 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 20, 2026
Granite Investment Partners, LLC History No change 68 7 0.0% 0.0% 976 0 0.0% Q2 2026 Aug 07, 2026
Costello Asset Management, INC History No change 66 7 0.0% 0.0% 977 0 0.0% Q2 2026 Jul 28, 2026
Olistico Wealth, LLC History No change 75 7 0.0% 0.0% 978 0 0.0% Q3 2026 Oct 05, 2026
Cedar Mountain Advisors, LLC History No change 57 6 0.0% 0.0% 979 0 0.0% Q2 2026 Jul 02, 2026
Vision Retirement, LLC History No change 59 6 0.0% 0.0% 980 0 0.0% Q2 2026 Jul 21, 2026
Silver Grove Financial Group, Inc. History No change 59 6 0.0% 0.0% 981 0 0.0% Q2 2026 Aug 13, 2026
Atomic Invest LLC History No change 57 6 0.0% 0.0% 982 0 0.0% Q2 2026 Sep 25, 2026
USA FINANCIAL FORMULAS History No change 46 5 0.0% 0.0% 983 0 0.0% Q2 2026 Aug 04, 2026
Colonial Trust Advisors History No change 51 5 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 11, 2026
Robinswood Financial LLC History No change 47 5 0.0% 0.0% 985 0 0.0% Q2 2026 Jul 14, 2026
Trust Co History New 47 4 0.0% — 988 +47 New Q3 2026 Oct 09, 2026
Evolution Advisers, Inc. History No change 42 4 0.0% 0.0% 986 0 0.0% Q2 2026 Jul 31, 2026
1620 INVESTMENT ADVISORS, INC. History No change 45 4 0.0% 0.0% 987 0 0.0% Q2 2026 Jul 14, 2026
Legacy Bridge, LLC History No change 28 3 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 13, 2026
Realta Investment Advisors History No change 31 3 0.0% 0.0% 990 0 0.0% Q2 2026 Jul 20, 2026
CBIZ Investment Advisory Services, LLC History No change 30 3 0.0% 0.0% 991 0 0.0% Q2 2026 Aug 13, 2026
Integrity Financial Corp /WA History No change 29 3 0.0% 0.0% 992 0 0.0% Q2 2026 Jul 31, 2026
Burk Holdings LLC History No change 35 3 0.0% 0.0% 993 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 31 3 0.0% 0.0% 994 0 0.0% Q2 2026 Aug 12, 2026
Davis Capital Management History New 20 2 0.0% — 1004 +20 New Q3 2026 Oct 08, 2026
FAS Wealth Partners, Inc. History No change 27 2 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 29, 2026
Darwin Wealth Management, LLC History No change 19 2 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 21, 2026
Russell Investments Group, Ltd. History No change 26 2 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 06, 2026
Investors Research Corp History No change 28 2 0.0% 0.0% 998 0 0.0% Q3 2026 Oct 07, 2026
SHP Wealth Management History No change 25 2 0.0% 0.0% 999 0 0.0% Q2 2026 Aug 11, 2026
Delos Wealth Advisors, LLC History No change 20 2 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 22 2 0.0% 0.0% 1001 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Securities, Inc. History No change 21 2 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 11, 2026
Wilkerson Advisory Group LLC History No change 19 2 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 10 1 0.0% 0.0% 1005 0 0.0% Q2 2026 Jul 07, 2026
Vermillion Wealth Management, Inc. History No change 16 1 0.0% 0.0% 1006 0 0.0% Q2 2026 Jul 15, 2026
Salomon & Ludwin, LLC History No change 12 1 0.0% 0.0% 1007 0 0.0% Q2 2026 Aug 07, 2026
High Note Wealth, LLC History No change 17 1 0.0% 0.0% 1008 0 0.0% Q2 2026 Jul 23, 2026
Hoese & Co LLP History No change 18 1 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 14, 2026
New Republic Capital, LLC History No change 10 1 0.0% 0.0% 1010 0 0.0% Q2 2026 Jul 31, 2026
GAMMA Investing LLC History No change 14 1 0.0% 0.0% 1011 0 0.0% Q3 2026 Oct 08, 2026
Kiker Wealth Management, LLC History No change 14 1 0.0% 0.0% 1012 0 0.0% Q2 2026 Jul 30, 2026
Prudent Man Investment Management, Inc. History No change 13 1 0.0% 0.0% 1013 0 0.0% Q2 2026 Jul 28, 2026
Retirement Wealth Solutions LLC History Reduced 9 0 — 0.0% — -1 -10.0% Q3 2026 Oct 07, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 05, 2026
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 07, 2026
VALLEY WEALTH MANAGERS, INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Smithfield Trust Co History No change 9 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Mascoma Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 6 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Bradley & Co. Private Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
PayPay Securities Corp History No change 7 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Signature Resources Capital Management, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Kingdom Financial Group LLC. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Richard W. Paul & Associates, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Vanguard National Trust Co History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Sep 15, 2026
Caitlin John, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 17, 2026