iSHARES TRUST - TLT

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
Mirae Asset Global Investments Co., Ltd. History No change 178,089,066 15,390,457 22.75% 22.75% 1 0 0.0% Q2 2026 Jul 22, 2026
JANE STREET GROUP, LLC History No change 106,388,865 9,194,125 0.76% 0.76% 2 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 85,232,764 7,365,815 0.57% 0.57% 3 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 68,394,742 5,910,673 0.38% 0.38% 4 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 66,041,423 5,707,299 0.65% 0.65% 5 0 0.0% Q2 2026 Sep 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 38,995,705 3,370,008 1.8% 1.8% 6 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 33,282,741 2,876,294 0.95% 0.95% 7 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 29,706,461 2,567,232 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 26,296,200 2,272,517 0.44% 0.44% 9 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 23,459,098 2,027,335 0.18% 0.18% 10 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 23,004,438 1,988,043 0.66% 0.66% 11 0 0.0% Q2 2026 Aug 03, 2026
UBS Group AG History No change 17,960,484 1,552,145 0.2% 0.2% 12 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 17,250,388 1,490,778 3.39% 3.39% 13 0 0.0% Q2 2026 Aug 14, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 16,974,600 1,466,944 21.75% 21.75% 14 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 16,673,931 1,440,961 2.96% 2.96% 15 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 14,527,552 1,255,471 0.45% 0.45% 16 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 12,254,308 1,059,017 0.06% 0.06% 17 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 11,470,940 991,318 0.16% 0.16% 18 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 10,722,900 926,673 3.64% 3.64% 19 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 9,567,749 826,844 0.91% 0.91% 20 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 9,493,830 820,456 6.07% 6.07% 21 0 0.0% Q2 2026 Aug 14, 2026
SONA ASSET MANAGEMENT (US) LLC History No change 7,761,400 670,740 14.08% 14.08% 22 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 7,352,862 635,216 4.09% 4.09% 23 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,396,556 621,619 0.22% 0.22% 24 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 7,071,064 618,364 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History No change 7,029,024 607,448 0.84% 0.84% 26 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 6,345,281 548,359 1.97% 1.97% 27 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 5,733,964 495,529 0.11% 0.11% 28 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,550,822 479,702 0.11% 0.11% 29 0 0.0% Q2 2026 Sep 23, 2026
Massar Capital Management, LP History No change 4,635,600 400,608 38.95% 38.95% 30 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 4,557,881 393,891 0.46% 0.46% 31 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 4,179,917 361,229 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 4,038,591 349,015 1.77% 1.77% 33 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,749,415 324,024 0.09% 0.09% 34 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 3,153,761 273,399 0.09% 0.09% 35 0 0.0% Q2 2026 Aug 14, 2026
Parallax Volatility Advisers, L.P. History No change 3,066,006 264,964 0.45% 0.45% 36 0 0.0% Q2 2026 Aug 14, 2026
BRIGADE CAPITAL MANAGEMENT, LP History No change 3,000,000 259,260 48.52% 48.52% 37 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 2,913,600 251,793 2.95% 2.95% 38 0 0.0% Q2 2026 Aug 12, 2026
MACKENZIE FINANCIAL CORP History No change 2,913,300 251,767 0.25% 0.25% 39 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 2,759,900 238,510 0.28% 0.28% 40 0 0.0% Q2 2026 Aug 14, 2026
Harvest Portfolios Group Inc. History No change 2,503,691 216,368 3.05% 3.05% 41 0 0.0% Q2 2026 Aug 13, 2026
Gates Capital Management, Inc. History No change 2,500,000 216,050 5.19% 5.19% 42 0 0.0% Q2 2026 Aug 14, 2026
Glenorchy Capital Ltd History No change 2,389,000 206,457 7.61% 7.61% 43 0 0.0% Q2 2026 Jul 29, 2026
STIFEL FINANCIAL CORP History No change 2,330,705 201,419 0.17% 0.17% 44 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,290,733 197,965 2.68% 2.68% 45 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 2,169,014 187,446 0.36% 0.36% 46 0 0.0% Q2 2026 Aug 05, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 2,039,385 176,243 1.32% 1.32% 47 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 2,038,801 176,193 0.21% 0.21% 48 0 0.0% Q2 2026 Jul 28, 2026
SIMPLEX TRADING, LLC History No change 1,860,997 160,827 0.09% 0.09% 49 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 1,849,593 159,964 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 14, 2026
Yaupon Capital Management LP History No change 1,760,000 152,099 2.99% 2.99% 51 0 0.0% Q2 2026 Aug 14, 2026
WestEnd Advisors, LLC History No change 1,727,307 149,274 3.33% 3.33% 52 0 0.0% Q2 2026 Jul 22, 2026
HSBC HOLDINGS PLC History No change 1,641,491 142,175 0.06% 0.06% 53 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 1,540,478 133,128 0.15% 0.15% 54 0 0.0% Q2 2026 Aug 14, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 1,422,454 122,928 4.89% 4.89% 55 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Capital Partners Inc. History No change 1,202,835 103,949 3.02% 3.02% 56 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 1,188,410 102,702 0.12% 0.12% 57 0 0.0% Q2 2026 Aug 03, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 1,182,793 102,216 6.63% 6.63% 58 0 0.0% Q2 2026 Aug 11, 2026
OLD MISSION CAPITAL LLC History No change 28,808,461 100,392 1.59% 1.59% 59 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 1,130,282 97,679 0.15% 0.15% 60 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 1,052,408 90,949 0.09% 0.09% 61 0 0.0% Q2 2026 Aug 05, 2026
Alphadyne Asset Management LP History No change 1,017,800 87,958 0.84% 0.84% 62 0 0.0% Q2 2026 Aug 14, 2026
MASTERS CAPITAL MANAGEMENT LLC History No change 1,000,000 86,420 2.22% 2.22% 63 0 0.0% Q2 2026 Aug 14, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History No change 1,000,000 86,420 1.03% 1.03% 64 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 988,185 85,423 0.09% 0.09% 65 0 0.0% Q2 2026 Aug 12, 2026
Waratah Capital Advisors Ltd. History No change 960,000 82,963 2.82% 2.82% 66 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 946,848 81,851 0.1% 0.1% 67 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 933,417 79,240 0.07% 0.07% 68 0 0.0% Q2 2026 Aug 12, 2026
Karpus Management, Inc. History No change 882,953 76,304 2.2% 2.2% 69 0 0.0% Q2 2026 Aug 14, 2026
Ally Financial Inc. History No change 873,000 75,444 9.73% 9.73% 70 0 0.0% Q2 2026 Aug 13, 2026
AIA Group Ltd History No change 867,623 74,979 0.94% 0.94% 71 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 864,809 74,736 0.09% 0.09% 72 0 0.0% Q2 2026 Jul 29, 2026
Disciplina Capital Management LLC History No change 838,458 72,459 7.49% 7.49% 73 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 813,576 70,309 1.29% 1.29% 74 0 0.0% Q2 2026 Aug 04, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 787,888 68,089 0.04% 0.04% 75 0 0.0% Q2 2026 Aug 07, 2026
Jump Financial, LLC History No change 773,161 66,816 0.54% 0.54% 76 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 739,553 63,912 0.0% 0.0% 77 0 0.0% Q2 2026 Sep 22, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 717,200 61,980 0.28% 0.28% 78 0 0.0% Q2 2026 Aug 11, 2026
LMR Partners LLP History No change 700,000 60,494 0.23% 0.23% 79 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 685,649 59,253 0.28% 0.28% 80 0 0.0% Q2 2026 Sep 23, 2026
FIRST CITIZENS BANK & TRUST CO History No change 675,969 58,417 0.87% 0.87% 81 0 0.0% Q2 2026 Jul 13, 2026
Cassaday & Co Wealth Management LLC History No change 671,779 58,055 1.09% 1.09% 82 0 0.0% Q2 2026 Aug 10, 2026
MARSHALL WACE, LLP History No change 664,273 57,406 0.05% 0.05% 83 0 0.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History No change 636,290 54,988 0.47% 0.47% 84 0 0.0% Q2 2026 Aug 06, 2026
Markin Volterra Fund LP History No change 627,200 54,202 36.91% 36.91% 85 0 0.0% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,311,965 51,350 0.04% 0.04% 86 0 0.0% Q2 2026 Sep 09, 2026
SIG BROKERAGE, LP History No change 584,000 50,469 0.98% 0.98% 87 0 0.0% Q2 2026 Aug 14, 2026
Leonteq Securities AG History No change 573,100 49,550 1.7% 1.7% 88 0 0.0% Q2 2026 Jul 27, 2026
Walleye Capital LLC History No change 570,000 49,259 0.18% 0.18% 89 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History No change 561,799 48,550 0.41% 0.41% 90 0 0.0% Q2 2026 Jul 27, 2026
AlTi Global, Inc. History No change 553,585 47,855 0.99% 0.99% 91 0 0.0% Q2 2026 Aug 05, 2026
Capula Management Ltd History No change 543,000 46,926 0.17% 0.17% 92 0 0.0% Q2 2026 Aug 14, 2026
New Harbor Financial Group, LLC History No change 541,075 46,759 7.39% 7.39% 93 0 0.0% Q2 2026 Jul 23, 2026
Townsend & Associates, Inc History No change 539,586 45,265 3.86% 3.86% 94 0 0.0% Q2 2026 Jul 22, 2026
IHT Wealth Management, LLC History No change 496,288 42,889 0.91% 0.91% 95 0 0.0% Q2 2026 Aug 14, 2026
Rock Creek Group LLC History No change 496,137 42,880 4.32% 4.32% 96 0 0.0% Q2 2026 Aug 03, 2026
Bell Investment Advisors, Inc History No change 469,199 40,548 5.96% 5.96% 97 0 0.0% Q2 2026 Aug 06, 2026
ALKEON CAPITAL MANAGEMENT LLC History No change 463,000 40,012 0.05% 0.05% 98 0 0.0% Q2 2026 Aug 13, 2026
Marex Group Ltd History No change 452,364 39,093 0.17% 0.17% 99 0 0.0% Q2 2026 Aug 14, 2026
Granite Bay Wealth Management, LLC History No change 448,018 38,718 3.57% 3.57% 100 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 446,710 38,604 0.7% 0.7% 101 0 0.0% Q2 2026 Jul 20, 2026
CENTAURUS FINANCIAL, INC. History No change 444,580 38,420 1.48% 1.48% 102 0 0.0% Q2 2026 Aug 17, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History No change 443,200 38,301 7.86% 7.86% 103 0 0.0% Q2 2026 Aug 03, 2026
Krilogy Financial LLC History No change 437,148 37,778 1.12% 1.12% 104 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 405,680 35,440 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 409,907 35,424 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 06, 2026
WS MANAGEMENT LLLP History No change 400,000 34,568 3.02% 3.02% 107 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 400,000 34,568 0.04% 0.04% 108 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 385,300 33,297 0.22% 0.22% 109 0 0.0% Q2 2026 Aug 17, 2026
NATIONAL BANK OF CANADA /FI/ History No change 368,902 31,883 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 10, 2026
Lombard Odier Asset Management (USA) Corp History No change 357,000 30,851 4.24% 4.24% 111 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 352,426 30,417 0.19% 0.19% 112 0 0.0% Q2 2026 Aug 12, 2026
Arrington Capital Management, LLC History No change 350,000 30,247 18.59% 18.59% 113 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 343,064 29,647 0.06% 0.06% 114 0 0.0% Q2 2026 Aug 07, 2026
Third View Private Wealth, LLC History No change 342,677 29,614 3.64% 3.64% 115 0 0.0% Q2 2026 Jul 27, 2026
Willis Johnson & Associates, Inc. History No change 334,257 28,886 1.61% 1.61% 116 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 333,917 28,857 0.27% 0.27% 117 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 317,312 27,422 0.03% 0.03% 118 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 316,382 27,342 0.06% 0.06% 119 0 0.0% Q2 2026 Jul 27, 2026
Insight Wealth Strategies, LLC History No change 316,959 27,106 2.65% 2.65% 120 0 0.0% Q2 2026 Jul 10, 2026
MEEDER ASSET MANAGEMENT INC History No change 313,274 27,073 1.38% 1.38% 121 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 309,582 26,754 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 13, 2026
Trilogy Capital Inc. History No change 303,944 26,266 1.02% 1.02% 123 0 0.0% Q2 2026 Jul 02, 2026
Anson Funds Management LP History No change 300,000 25,926 1.54% 1.54% 124 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 295,720 25,556 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 07, 2026
Dakota Wealth Management History No change 293,538 25,367 0.48% 0.48% 126 0 0.0% Q2 2026 Aug 07, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 292,387 25,268 0.48% 0.48% 127 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 289,543 25,022 0.15% 0.15% 128 0 0.0% Q2 2026 Jul 20, 2026
Cadence Wealth Management LLC History No change 288,384 24,922 11.16% 11.16% 129 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History No change 287,153 24,815 0.84% 0.84% 130 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 286,346 24,746 0.04% 0.04% 131 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 280,889 24,274 0.55% 0.55% 132 0 0.0% Q2 2026 Jul 22, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 276,417 23,887 3.76% 3.76% 133 0 0.0% Q2 2026 Aug 06, 2026
Great Hill Capital LLC History No change 10,350 23,695 0.55% 0.55% 134 0 0.0% Q2 2026 Jul 27, 2026
INSIGHT 2811, INC. History No change 270,842 23,406 9.05% 9.05% 135 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 270,812 23,403 0.26% 0.26% 136 0 0.0% Q2 2026 Jul 28, 2026
Kestra Advisory Services, LLC History No change 270,542 23,380 0.08% 0.08% 137 0 0.0% Q2 2026 Jul 28, 2026
Fund Evaluation Group, LLC History No change 265,309 22,928 0.62% 0.62% 138 0 0.0% Q2 2026 Aug 07, 2026
DeepCurrents Investment Group LLC History No change 2,500 21,605 0.65% 0.65% 139 0 0.0% Q2 2026 Aug 14, 2026
DV Trading LLC History No change 249,520 21,529 0.71% 0.71% 140 0 0.0% Q2 2026 Aug 14, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 246,549 21,306 0.3% 0.3% 141 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 245,293 21,198 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 14, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 241,494 20,870 5.3% 5.3% 143 0 0.0% Q2 2026 Jul 24, 2026
Strong Tower Advisory Services History No change 228,180 19,719 3.53% 3.53% 144 0 0.0% Q2 2026 Jul 13, 2026
Composition Wealth, LLC History No change 226,306 19,557 0.23% 0.23% 145 0 0.0% Q2 2026 Jul 22, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 225,391 19,478 1.08% 1.08% 146 0 0.0% Q2 2026 Aug 04, 2026
TWO SIGMA INVESTMENTS, LP History No change 224,469 19,398 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 223,136 19,283 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 19, 2026
CIBC WORLD MARKET INC. History No change 222,142 19,197 0.03% 0.03% 149 0 0.0% Q2 2026 Aug 13, 2026
SoftVest Advisors, LLC History No change 222,800 19,183 2.08% 2.08% 150 0 0.0% Q2 2026 Aug 14, 2026
Shay Capital LLC History No change 218,616 18,892 1.21% 1.21% 151 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 216,550 18,714 0.59% 0.59% 152 0 0.0% Q2 2026 Jul 31, 2026
Wealthfront Advisers LLC History No change 214,616 18,547 0.04% 0.04% 153 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 214,526 18,539 0.34% 0.34% 154 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 212,714 18,382 0.1% 0.1% 155 0 0.0% Q2 2026 Aug 11, 2026
WJ Interests, LLC History No change 208,859 18,049 6.96% 6.96% 156 0 0.0% Q2 2026 Jul 29, 2026
Royal Fund Management, LLC History No change 208,015 17,976 1.5% 1.5% 157 0 0.0% Q2 2026 Jul 20, 2026
OPPENHEIMER & CO INC History No change 204,983 17,714 0.19% 0.19% 158 0 0.0% Q2 2026 Aug 03, 2026
Private Advisor Group, LLC History No change 204,141 17,641 0.08% 0.08% 159 0 0.0% Q2 2026 Jul 27, 2026
Quaker Wealth Management, LLC History No change 200,359 17,315 5.04% 5.04% 160 0 0.0% Q2 2026 Jul 24, 2026
Savant Capital, LLC History No change 208,900 17,306 0.05% 0.05% 161 0 0.0% Q2 2026 Aug 10, 2026
BOS Asset Management, LLC History No change 199,476 17,238 4.0% 4.0% 162 0 0.0% Q2 2026 Jul 13, 2026
FIFTH THIRD BANCORP History No change 197,346 17,054 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 05, 2026
Headlands Technologies LLC History No change 195,674 16,910 1.79% 1.79% 164 0 0.0% Q2 2026 Aug 12, 2026
SJBENEN ADVISORY, LLC History No change 193,200 16,626 9.42% 9.42% 165 0 0.0% Q2 2026 Aug 10, 2026
Carrera Capital Advisors History No change 191,680 16,565 2.45% 2.45% 166 0 0.0% Q2 2026 Aug 03, 2026
Mariner, LLC History No change 190,633 16,474 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 13, 2026
One Day In July LLC History No change 188,781 16,314 1.13% 1.13% 168 0 0.0% Q2 2026 Aug 03, 2026
Venture Visionary Partners LLC History Added to 209,633 16,305 0.43% 0.49% 169 +5,027 2.46% Q3 2026 Oct 07, 2026
Edgestream Partners, L.P. History No change 188,006 16,247 0.48% 0.48% 170 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 186,065 16,079 0.23% 0.23% 171 0 0.0% Q2 2026 Jul 15, 2026
Sanctuary Advisors, LLC History No change 186,047 16,078 0.07% 0.07% 172 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 686,927 16,074 0.18% 0.18% 173 0 0.0% Q2 2026 Aug 13, 2026
Greenland Capital Management LP History No change 185,000 15,987 1.97% 1.97% 174 0 0.0% Q2 2026 Aug 12, 2026
Clarity Financial LLC History No change 184,656 15,957 1.36% 1.36% 175 0 0.0% Q2 2026 Jul 20, 2026
Steward Partners Investment Advisory, LLC History No change 183,826 15,886 0.08% 0.08% 176 0 0.0% Q2 2026 Aug 13, 2026
Occidental Asset Management, LLC History No change 183,834 15,886 1.58% 1.58% 177 0 0.0% Q2 2026 Aug 07, 2026
SG Americas Securities, LLC History No change 181,396 15,676 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 07, 2026
FORM Wealth Advisors, LLC History No change 179,900 15,546 1.71% 1.71% 179 0 0.0% Q2 2026 Jul 10, 2026
Advisory Services Network, LLC History No change 178,636 15,437 0.17% 0.17% 180 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 189,343 15,334 0.06% 0.06% 181 0 0.0% Q2 2026 Aug 14, 2026
Quinn Opportunity Partners LLC History No change 176,883 15,286 0.71% 0.71% 182 0 0.0% Q2 2026 Aug 14, 2026
STEVENS CAPITAL MANAGEMENT LP History No change 172,600 14,916 3.58% 3.58% 183 0 0.0% Q2 2026 Aug 11, 2026
TCM Advisors, LLC History No change 169,012 14,606 1.12% 1.12% 184 0 0.0% Q2 2026 Aug 13, 2026
Cavalier Investments, LLC History No change 166,457 14,385 0.6% 0.6% 185 0 0.0% Q2 2026 Aug 14, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 163,224 14,105 1.86% 1.86% 186 0 0.0% Q2 2026 Jul 22, 2026
CULTIVAR CAPITAL, INC. History No change 162,788 14,068 9.06% 9.06% 187 0 0.0% Q2 2026 Jul 07, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 161,137 13,925 1.69% 1.69% 188 0 0.0% Q2 2026 Jul 27, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 161,086 13,921 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 13, 2026
Kingsview Wealth Management, LLC History No change 159,409 13,776 0.17% 0.17% 190 0 0.0% Q2 2026 Aug 18, 2026
Clear Street Group Inc. History No change 157,600 13,619 0.03% 0.03% 191 0 0.0% Q2 2026 Aug 12, 2026
CV Advisors LLC History No change 156,900 13,559 2.5% 2.5% 192 0 0.0% Q2 2026 Jul 21, 2026
Marino Management, LLC History No change 154,653 13,524 2.82% 2.82% 193 0 0.0% Q2 2026 Jul 28, 2026
Brookstone Capital Management History No change 152,598 13,187 0.13% 0.13% 194 0 0.0% Q2 2026 Jul 15, 2026
Financial Enhancement Group LLC History Added to 170,442 13,148 1.51% 0.79% 195 +93,918 122.73% Q3 2026 Oct 08, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 151,844 13,123 0.09% 0.09% 196 0 0.0% Q2 2026 Aug 10, 2026
Edenbrook Capital, LLC History No change 150,000 12,915 2.6% 2.6% 197 0 0.0% Q2 2026 Aug 13, 2026
Wealth Management Associates, Inc. History No change 147,990 12,789 3.53% 3.53% 198 0 0.0% Q2 2026 Jul 21, 2026
U S WEALTH GROUP, LLC. History No change 145,874 12,606 7.55% 7.55% 199 0 0.0% Q2 2026 Sep 10, 2026
OneDigital Investment Advisors LLC History No change 145,095 12,539 0.11% 0.11% 200 0 0.0% Q2 2026 Aug 06, 2026
CSS LLC/IL History No change 145,000 12,530 0.49% 0.49% 201 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 144,000 12,444 0.23% 0.23% 202 0 0.0% Q2 2026 Aug 14, 2026
University of Illinois Foundation History No change 143,761 12,423 2.22% 2.22% 203 0 0.0% Q2 2026 Aug 12, 2026
High Note Wealth, LLC History No change 143,446 12,396 2.11% 2.11% 204 0 0.0% Q2 2026 Jul 23, 2026
Farther Finance Advisors, LLC History Reduced 157,182 12,225 0.09% 0.2% 205 -136,215 -46.43% Q3 2026 Oct 08, 2026
Privium Fund Management (UK) Ltd History No change 138,800 12,138 5.05% 5.05% 206 0 0.0% Q2 2026 Aug 06, 2026
SlateStone Wealth, LLC History No change 139,467 12,053 0.92% 0.92% 207 0 0.0% Q2 2026 Jul 20, 2026
Granby Capital Management, LLC History No change 138,000 11,926 6.22% 6.22% 208 0 0.0% Q2 2026 Aug 13, 2026
CASTLEARK MANAGEMENT LLC History No change 137,270 11,862 0.32% 0.32% 209 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 136,400 11,787 0.02% 0.02% 210 0 0.0% Q2 2026 Jul 30, 2026
Banco Santander, S.A. History No change 135,280 11,690 0.07% 0.07% 211 0 0.0% Q2 2026 Jul 29, 2026
Richard W. Paul & Associates, LLC History No change 134,132 11,591 3.54% 3.54% 212 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 137,042 11,575 0.02% 0.02% 213 0 0.0% Q2 2026 Jul 15, 2026
NewEdge Advisors, LLC History No change 132,273 11,431 0.03% 0.03% 214 0 0.0% Q2 2026 Aug 12, 2026
Itau Unibanco Holding S.A. History No change 126,000 10,888 0.21% 0.21% 215 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 126,248 10,797 0.03% 0.03% 216 0 0.0% Q2 2026 Jul 27, 2026
FPC INVESTMENT ADVISORY, INC. History No change 127,051 10,738 5.07% 5.07% 217 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 127,139 10,710 0.8% 0.8% 218 0 0.0% Q2 2026 Jul 29, 2026
Sicart Associates LLC History No change 121,835 10,528 2.58% 2.58% 219 0 0.0% Q2 2026 Aug 11, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 119,100 10,292 0.02% 0.02% 220 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 117,252 10,132 0.16% 0.16% 221 0 0.0% Q2 2026 Jul 28, 2026
Braun-Bostich & Associates Inc. History No change 116,937 10,105 5.64% 5.64% 222 0 0.0% Q2 2026 Jul 24, 2026
Lido Advisors, LLC History No change 115,022 9,940 0.03% 0.03% 223 0 0.0% Q2 2026 Aug 07, 2026
Benin Management CORP History No change 114,633 9,906 2.01% 2.01% 224 0 0.0% Q2 2026 Jul 15, 2026
ALERUS FINANCIAL NA History No change 114,239 9,872 0.43% 0.43% 225 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 113,947 9,847 0.1% 0.1% 226 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 113,854 9,839 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 04, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 113,523 9,810 0.18% 0.18% 228 0 0.0% Q2 2026 Jul 15, 2026
Kiker Wealth Management, LLC History No change 113,384 9,798 3.82% 3.82% 229 0 0.0% Q2 2026 Jul 30, 2026
Equitable Holdings, Inc. History No change 112,165 9,693 0.06% 0.06% 230 0 0.0% Q2 2026 Aug 17, 2026
MAI Capital Management History No change 111,609 9,645 0.04% 0.04% 231 0 0.0% Q2 2026 Aug 14, 2026
Nationwide Fund Advisors History No change 110,980 9,590 0.4% 0.4% 232 0 0.0% Q2 2026 Jul 24, 2026
SECURITY BENEFIT LIFE INSURANCE CO /KS/ History No change 110,000 9,506 5.24% 5.24% 233 0 0.0% Q2 2026 Jul 23, 2026
INTERCAPITAL, LLC History No change 110,000 9,506 2.37% 2.37% 234 0 0.0% Q2 2026 Aug 14, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History No change 108,434 9,370 0.39% 0.39% 235 0 0.0% Q2 2026 Jul 23, 2026
Arax Advisory Partners History No change 108,221 9,352 0.06% 0.06% 236 0 0.0% Q2 2026 Aug 10, 2026
DAVENPORT & Co LLC History No change 107,017 9,248 0.05% 0.05% 237 0 0.0% Q2 2026 Jul 13, 2026
Cinctive Capital Management LP History No change 106,550 9,208 0.34% 0.34% 238 0 0.0% Q2 2026 Aug 14, 2026
Heartwood Wealth Advisors LLC History Added to 117,855 9,166 0.72% 0.77% 239 +2,742 2.38% Q3 2026 Oct 05, 2026
Atria Investments, Inc History No change 103,755 8,966 0.09% 0.09% 240 0 0.0% Q2 2026 Jul 28, 2026
AE Wealth Management LLC History No change 102,119 8,825 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 03, 2026
Checchi Capital Advisers, LLC History No change 101,950 8,810 0.4% 0.4% 242 0 0.0% Q2 2026 Aug 04, 2026
CREDIT AGRICOLE S A History No change 101,853 8,802 0.02% 0.02% 243 0 0.0% Q2 2026 Aug 14, 2026
EMG Holdings, L.P. History No change 100,000 8,642 6.9% 6.9% 244 0 0.0% Q2 2026 Aug 14, 2026
VISION FINANCIAL MARKETS LLC History No change 99,900 8,633 7.49% 7.49% 245 0 0.0% Q2 2026 Jul 24, 2026
Fideuram Asset Management (Ireland) dac History No change 525,000 8,625 0.16% 0.16% 246 0 0.0% Q2 2026 Jul 23, 2026
BANK OF NOVA SCOTIA History No change 98,976 8,553 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 12, 2026
FIRST HORIZON CORP History No change 98,084 8,476 0.33% 0.33% 248 0 0.0% Q2 2026 Jul 20, 2026
SIERRA OCEAN, LLC History No change 95,871 8,285 5.73% 5.73% 249 0 0.0% Q2 2026 Aug 07, 2026
Scarborough Advisors, LLC History No change 95,968 8,230 0.95% 0.95% 250 0 0.0% Q2 2026 Jul 21, 2026
IPG Investment Advisors LLC History No change 94,381 8,156 1.17% 1.17% 251 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 94,199 8,140 0.09% 0.09% 252 0 0.0% Q2 2026 Aug 04, 2026
Arlington Capital Management, Inc. History No change 93,513 8,081 5.03% 5.03% 253 0 0.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History No change 92,633 8,005 0.19% 0.19% 254 0 0.0% Q2 2026 Aug 12, 2026
Procyon Advisors, LLC History No change 91,583 7,914 0.34% 0.34% 255 0 0.0% Q2 2026 Jul 09, 2026
Fermata Advisors, LLC History No change 90,789 7,846 1.59% 1.59% 256 0 0.0% Q2 2026 Jul 07, 2026
Financial Engines Advisors L.L.C. History No change 90,578 7,827 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 90,382 7,780 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History Added to 99,639 7,749 0.42% 0.45% 259 +5,887 6.28% Q3 2026 Oct 06, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 89,461 7,731 0.03% 0.03% 260 0 0.0% Q2 2026 Aug 10, 2026
Bulltick Wealth Management, LLC History No change 88,985 7,690 1.57% 1.57% 261 0 0.0% Q2 2026 Jul 30, 2026
Cordoba Advisory Partners LLC History No change 87,626 7,572 1.6% 1.6% 262 0 0.0% Q2 2026 Jul 21, 2026
Beacon Pointe Advisors, LLC History No change 87,242 7,539 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 18, 2026
BIRCHBROOK, INC. History No change 86,826 7,503 3.52% 3.52% 264 0 0.0% Q2 2026 Jul 08, 2026
PARK AVENUE SECURITIES LLC History No change 86,756 7,497 0.05% 0.05% 265 0 0.0% Q2 2026 Jul 20, 2026
Heck Capital Advisors, LLC History No change 86,049 7,436 0.44% 0.44% 266 0 0.0% Q2 2026 Jul 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 85,961 7,428 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 85,889 7,422 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 14, 2026
4Thought Financial Group Inc. History No change 85,831 7,417 3.49% 3.49% 269 0 0.0% Q2 2026 Jul 28, 2026
International Private Wealth Advisors LLC History No change 85,097 7,354 3.79% 3.79% 270 0 0.0% Q2 2026 Aug 07, 2026
Perigon Wealth Management, LLC History No change 84,047 7,263 0.11% 0.11% 271 0 0.0% Q2 2026 Aug 07, 2026
Smith & Howard Wealth Management, LLC History No change 83,500 7,252 1.44% 1.44% 272 0 0.0% Q2 2026 Aug 03, 2026
Sharkey, Howes & Javer History No change 83,089 7,180 0.87% 0.87% 273 0 0.0% Q2 2026 Jul 09, 2026
Rezny Wealth Management, Inc. History No change 82,434 7,123 1.23% 1.23% 274 0 0.0% Q2 2026 Jul 17, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 82,196 7,103 1.59% 1.59% 275 0 0.0% Q2 2026 Jul 20, 2026
LifeWealth Investments, LLC History No change 82,019 7,088 1.89% 1.89% 276 0 0.0% Q2 2026 Jul 16, 2026
CI INVESTMENTS INC. History No change 81,787 7,068 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 80,882 6,989 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 13, 2026
Berkeley Capital Partners, LLC History No change 80,150 6,926 1.43% 1.43% 279 0 0.0% Q2 2026 Aug 06, 2026
Advisors Preferred, LLC History No change 80,608 6,892 1.07% 1.07% 280 0 0.0% Q2 2026 Aug 11, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 79,099 6,844 4.17% 4.17% 281 0 0.0% Q2 2026 Jul 31, 2026
Triumph Capital Management History No change 78,997 6,826 1.24% 1.24% 282 0 0.0% Q2 2026 Jul 20, 2026
Pallas Capital Advisors LLC History No change 78,985 6,825 0.21% 0.21% 283 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 77,203 6,671 0.1% 0.1% 284 0 0.0% Q2 2026 Aug 10, 2026
Compound Planning, Inc. History No change 77,034 6,657 0.17% 0.17% 285 0 0.0% Q2 2026 Aug 04, 2026
Custos Family Office, LLC History No change 76,217 6,586 3.95% 3.95% 286 0 0.0% Q2 2026 Aug 19, 2026
Tidal Investments LLC History No change 76,413 6,578 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 13, 2026
Coastal Bridge Advisors, LLC History No change 75,471 6,522 0.4% 0.4% 288 0 0.0% Q2 2026 Aug 17, 2026
Sowell Financial Services LLC History No change 73,594 6,360 0.21% 0.21% 289 0 0.0% Q2 2026 Jul 17, 2026
HUNTINGTON NATIONAL BANK History No change 73,194 6,325 0.03% 0.03% 290 0 0.0% Q2 2026 Aug 13, 2026
Boomfish Wealth Group, LLC History No change 73,005 6,309 2.87% 2.87% 291 0 0.0% Q2 2026 Aug 04, 2026
CAPTRUST FINANCIAL ADVISORS History No change 72,865 6,296 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 13, 2026
Hilltop Holdings Inc. History No change 72,104 6,231 0.48% 0.48% 293 0 0.0% Q2 2026 Aug 13, 2026
Avos Capital Management, LLC History No change 71,325 6,163 2.56% 2.56% 294 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 70,593 6,100 0.25% 0.25% 295 0 0.0% Q2 2026 Aug 10, 2026
CWC Advisors, LLC. History No change 70,278 6,073 2.7% 2.7% 296 0 0.0% Q2 2026 Jul 21, 2026
Joule Financial, LLC History No change 69,761 6,028 1.63% 1.63% 297 0 0.0% Q2 2026 Jul 15, 2026
OKABENA INVESTMENT SERVICES INC History No change 69,412 5,998 1.07% 1.07% 298 0 0.0% Q2 2026 Aug 04, 2026
STEPHENS INC /AR/ History No change 68,961 5,959 0.07% 0.07% 299 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History No change 68,701 5,937 0.08% 0.08% 300 0 0.0% Q2 2026 Aug 12, 2026
RIK SAYLOR FINANCIAL, INC. History No change 66,584 5,754 3.81% 3.81% 301 0 0.0% Q2 2026 Aug 05, 2026
LCW Services, LLC History No change 66,556 5,751 2.5% 2.5% 302 0 0.0% Q2 2026 Jul 30, 2026
Encompass More Asset Management History No change 66,455 5,743 0.84% 0.84% 303 0 0.0% Q2 2026 Jul 14, 2026
GROUP ONE TRADING LLC History No change 64,730 5,593 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 13, 2026
Horst & Graben Wealth Management LLC History No change 65,277 5,582 0.73% 0.73% 305 0 0.0% Q2 2026 Jul 22, 2026
Ballew Advisors, Inc History Added to 70,820 5,487 2.73% 2.5% 306 +14,132 24.93% Q3 2026 Oct 05, 2026
Hixon Zuercher, LLC History No change 62,862 5,432 1.59% 1.59% 307 0 0.0% Q2 2026 Jul 20, 2026
SUMMIT SECURITIES GROUP LLC History No change 62,200 5,375 0.51% 0.51% 308 0 0.0% Q2 2026 Aug 03, 2026
Integrated Wealth Concepts LLC History No change 61,871 5,346 0.03% 0.03% 309 0 0.0% Q2 2026 Sep 08, 2026
Dorsey & Whitney Trust CO LLC History No change 61,628 5,325 0.26% 0.26% 310 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 61,318 5,301 0.02% 0.02% 311 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 60,843 5,258 0.11% 0.11% 312 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 60,221 5,204 0.04% 0.04% 313 0 0.0% Q2 2026 Aug 14, 2026
CANTOR FITZGERALD, L. P. History No change 60,000 5,185 0.06% 0.06% 314 0 0.0% Q2 2026 Aug 14, 2026
Galaxy Digital Inc. History No change 60,000 5,185 0.31% 0.31% 315 0 0.0% Q2 2026 Aug 14, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 59,568 5,147 2.08% 2.08% 316 0 0.0% Q2 2026 Aug 12, 2026
Nolet Wealth Management, LLC History No change 58,775 5,079 2.8% 2.8% 317 0 0.0% Q2 2026 Jul 10, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 58,619 5,065 2.48% 2.48% 318 0 0.0% Q2 2026 Jul 29, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 64,789 5,039 0.44% 0.51% 319 -5,182 -7.41% Q3 2026 Oct 07, 2026
SCOTIA CAPITAL INC. History No change 58,240 5,033 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 11, 2026
TCP Asset Management, LLC History No change 57,932 5,006 0.57% 0.57% 321 0 0.0% Q2 2026 Jul 15, 2026
Midwest Heritage Bank, FSB History No change 57,885 5,002 1.42% 1.42% 322 0 0.0% Q2 2026 Jul 28, 2026
Aspect Partners, LLC History No change 57,065 4,931 1.84% 1.84% 323 0 0.0% Q2 2026 Jul 16, 2026
Fortis Group Advisors, LLC History No change 56,218 4,858 0.78% 0.78% 324 0 0.0% Q2 2026 Jul 24, 2026
GLOBALT Investments LLC / GA History No change 55,680 4,811 0.16% 0.16% 325 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 54,705 4,727 0.07% 0.07% 326 0 0.0% Q2 2026 Aug 03, 2026
WEDBUSH SECURITIES INC History No change 54,625 4,721 0.12% 0.12% 327 0 0.0% Q2 2026 Jul 28, 2026
Measured Wealth Private Client Group, LLC History No change 54,219 4,685 1.13% 1.13% 328 0 0.0% Q2 2026 Aug 10, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 53,890 4,657 0.02% 0.02% 329 0 0.0% Q2 2026 Aug 13, 2026
Miller Financial Services LLC History No change 53,291 4,605 3.71% 3.71% 330 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 52,784 4,561 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 27, 2026
Eddie Patel Inc History No change 52,652 4,550 2.72% 2.72% 332 0 0.0% Q2 2026 Aug 11, 2026
SHENKMAN CAPITAL MANAGEMENT INC History No change 36,435 4,547 0.63% 0.63% 333 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History Reduced 57,683 4,486 0.13% 0.18% 334 -12,791 -18.15% Q3 2026 Oct 08, 2026
Sigma Planning Corp History No change 51,704 4,468 0.11% 0.11% 335 0 0.0% Q2 2026 Aug 07, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 50,300 4,346 1.7% 1.7% 336 0 0.0% Q2 2026 Jul 13, 2026
CVS HEALTH Corp History No change 50,000 4,321 1.92% 1.92% 337 0 0.0% Q2 2026 Aug 06, 2026
Carlson Capital, L.P. History No change 50,000 4,321 0.87% 0.87% 338 0 0.0% Q2 2026 Aug 12, 2026
Milestones Private Investment Advisors LLC History No change 49,566 4,283 3.41% 3.41% 339 0 0.0% Q2 2026 Jul 24, 2026
CULLEN/FROST BANKERS, INC. History No change 49,506 4,278 0.04% 0.04% 340 0 0.0% Q2 2026 Jul 27, 2026
J. Safra Sarasin Holding AG History No change 49,402 4,270 0.06% 0.06% 341 0 0.0% Q2 2026 Jul 31, 2026
Intergy Private Wealth, LLC History No change 49,050 4,238 0.98% 0.98% 342 0 0.0% Q2 2026 Jul 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 48,351 4,178 0.04% 0.04% 343 0 0.0% Q2 2026 Aug 14, 2026
Atlas Private Wealth Advisors History No change 47,846 4,134 0.9% 0.9% 344 0 0.0% Q2 2026 Jul 27, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 47,000 4,061 0.53% 0.53% 345 0 0.0% Q2 2026 Aug 14, 2026
MATAURO, LLC History No change 46,631 4,029 0.53% 0.53% 346 0 0.0% Q2 2026 Jul 21, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 46,558 4,023 1.24% 1.24% 347 0 0.0% Q2 2026 Jul 21, 2026
Vontobel Holding Ltd. History No change 45,577 3,938 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 45,337 3,917 0.06% 0.06% 349 0 0.0% Q2 2026 Aug 06, 2026
Beirne Wealth Consulting Services, LLC History No change 45,268 3,913 0.78% 0.78% 350 0 0.0% Q2 2026 Jul 15, 2026
Gladstone Institutional Advisory LLC History No change 45,209 3,906 0.12% 0.12% 351 0 0.0% Q2 2026 Jul 27, 2026
FIRST TRUST ADVISORS LP History No change 45,147 3,901 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 11, 2026
Valtinson Bruner Financial Planning LLC History No change 44,404 3,837 0.96% 0.96% 353 0 0.0% Q2 2026 Aug 03, 2026
Purpose Unlimited Inc. History No change 44,378 3,836 0.15% 0.15% 354 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 44,294 3,827 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 04, 2026
Foguth Wealth Management, LLC. History No change 44,746 3,753 0.43% 0.43% 356 0 0.0% Q2 2026 Jul 21, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 42,817 3,696 0.45% 0.45% 357 0 0.0% Q2 2026 Aug 12, 2026
Latitude Advisors, LLC History No change 42,684 3,688 1.47% 1.47% 358 0 0.0% Q2 2026 Jul 27, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 42,282 3,654 0.74% 0.74% 359 0 0.0% Q2 2026 Jul 17, 2026
SFMG, LLC History No change 42,033 3,632 0.22% 0.22% 360 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 41,955 3,625 0.05% 0.05% 361 0 0.0% Q2 2026 Aug 05, 2026
Juno Financial Group LLC History No change 41,811 3,613 1.28% 1.28% 362 0 0.0% Q2 2026 Aug 04, 2026
Apollon Wealth Management, LLC History No change 41,787 3,611 0.04% 0.04% 363 0 0.0% Q2 2026 Jul 22, 2026
Spectrum Strategic Capital Management, LLC History No change 41,351 3,573 1.77% 1.77% 364 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 41,346 3,573 0.04% 0.04% 365 0 0.0% Q2 2026 Aug 12, 2026
Robinson Value Management, Ltd. History No change 40,997 3,542 1.9% 1.9% 366 0 0.0% Q2 2026 Aug 10, 2026
Lighthouse Investment Partners, LLC History No change 40,848 3,530 0.1% 0.1% 367 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 40,811 3,526 0.18% 0.18% 368 0 0.0% Q2 2026 Aug 13, 2026
Warberg Asset Management LLC History No change 40,600 3,508 0.64% 0.64% 369 0 0.0% Q2 2026 Aug 11, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 40,373 3,489 0.24% 0.24% 370 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 40,043 3,460 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 40,000 3,456 0.08% 0.08% 372 0 0.0% Q2 2026 Jul 28, 2026
TD ASSET MANAGEMENT INC History No change 39,904 3,448 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 04, 2026
Geneos Wealth Management Inc. History No change 39,757 3,435 0.07% 0.07% 374 0 0.0% Q2 2026 Aug 06, 2026
VERUS CAPITAL PARTNERS, LLC History No change 39,665 3,427 0.19% 0.19% 375 0 0.0% Q2 2026 Aug 06, 2026
Unique Wealth Strategies, LLC History No change 39,615 3,423 1.24% 1.24% 376 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 39,376 3,402 0.39% 0.39% 377 0 0.0% Q2 2026 Jul 10, 2026
Crabel Capital Management, LLC History No change 38,914 3,362 2.45% 2.45% 378 0 0.0% Q2 2026 Aug 13, 2026
Ascent Advisors, LLC History No change 39,230 3,354 3.87% 3.87% 379 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 38,416 3,319 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 38,296 3,309 0.1% 0.1% 381 0 0.0% Q2 2026 Aug 05, 2026
Ferguson Shapiro LLC History No change 37,900 3,275 0.96% 0.96% 382 0 0.0% Q2 2026 Jul 09, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 36,763 3,177 0.5% 0.5% 383 0 0.0% Q2 2026 Aug 07, 2026
GeoWealth Management, LLC History No change 36,501 3,154 0.1% 0.1% 384 0 0.0% Q2 2026 Jul 30, 2026
Waverly Advisors, LLC History No change 36,173 3,126 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 14, 2026
HighMark Wealth Management LLC History No change 36,113 3,120 1.05% 1.05% 386 0 0.0% Q2 2026 Aug 12, 2026
WJ Financial Advisors LLC History No change 36,023 3,113 2.29% 2.29% 387 0 0.0% Q2 2026 Aug 13, 2026
Glaxis Capital Management, LLC History No change 35,000 3,024 6.07% 6.07% 388 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History No change 34,873 3,013 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 34,810 3,008 0.14% 0.14% 390 0 0.0% Q2 2026 Jul 28, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 34,666 2,995 2.4% 2.4% 391 0 0.0% Q2 2026 Aug 06, 2026
BCM ADVISORS, LLC History No change 35,837 2,983 0.58% 0.58% 392 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 34,399 2,972 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 33,836 2,924 0.04% 0.04% 394 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Management, Inc. /CA/ History No change 33,453 2,891 1.1% 1.1% 395 0 0.0% Q2 2026 Jul 22, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 33,092 2,859 0.11% 0.11% 396 0 0.0% Q2 2026 Aug 14, 2026
Park Edge Advisors, LLC History No change 32,965 2,848 0.6% 0.6% 397 0 0.0% Q2 2026 Jul 10, 2026
Yoder Wealth Management, Inc. History No change 32,912 2,844 1.11% 1.11% 398 0 0.0% Q2 2026 Jul 22, 2026
Perennial Investment Advisors, LLC History No change 32,836 2,838 0.19% 0.19% 399 0 0.0% Q2 2026 Aug 14, 2026
Belvedere Trading LLC History No change 32,667 2,823 0.0% 0.0% 400 0 0.0% Q2 2026 Jul 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 32,250 2,787 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 13, 2026
ARVEST INVESTMENTS, INC. History No change 31,943 2,760 0.33% 0.33% 402 0 0.0% Q2 2026 Jul 17, 2026
NorthCoast Asset Management LLC History No change 31,925 2,759 0.06% 0.06% 403 0 0.0% Q2 2026 Aug 12, 2026
GC Wealth Management RIA, LLC History No change 31,889 2,755 0.16% 0.16% 404 0 0.0% Q2 2026 Jul 16, 2026
Investors Portfolio Services LLC History No change 31,701 2,739 2.09% 2.09% 405 0 0.0% Q2 2026 Aug 14, 2026
Voya Financial Advisors, Inc. History No change 31,010 2,711 0.24% 0.24% 406 0 0.0% Q2 2026 Aug 12, 2026
Midwest Financial Group LLC History No change 31,223 2,698 0.95% 0.95% 407 0 0.0% Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History No change 31,017 2,680 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Retirement, LLC History No change 31,287 2,648 0.15% 0.15% 409 0 0.0% Q2 2026 Aug 12, 2026
Blue Capital, Inc. History No change 30,605 2,644 1.68% 1.68% 410 0 0.0% Q2 2026 Aug 11, 2026
Tortoise Investment Management, LLC History No change 30,520 2,637 0.2% 0.2% 411 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 30,301 2,618 0.03% 0.03% 412 0 0.0% Q2 2026 Aug 13, 2026
PMV Capital Advisers, LLC History No change 30,288 2,617 3.93% 3.93% 413 0 0.0% Q2 2026 Aug 14, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 30,000 2,592 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 17, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 29,403 2,541 1.22% 1.22% 415 0 0.0% Q2 2026 Aug 13, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 29,358 2,537 0.26% 0.26% 416 0 0.0% Q2 2026 Jul 24, 2026
Tempus Wealth Planning, LLC History No change 29,236 2,526 0.49% 0.49% 417 0 0.0% Q2 2026 Jul 22, 2026
Everest Financial Group LLC History No change 28,813 2,490 0.34% 0.34% 418 0 0.0% Q2 2026 Aug 10, 2026
Erickson Financial Group, LLC History No change 28,805 2,489 1.33% 1.33% 419 0 0.0% Q2 2026 Jul 27, 2026
Clay Northam Wealth Management, LLC History No change 28,475 2,460 1.21% 1.21% 420 0 0.0% Q2 2026 Aug 10, 2026
Genesee Capital Advisors, LLC History No change 28,097 2,428 0.77% 0.77% 421 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 27,908 2,411 0.02% 0.02% 422 0 0.0% Q2 2026 Aug 14, 2026
EQ LLC History No change 27,827 2,404 0.59% 0.59% 423 0 0.0% Q2 2026 Jul 23, 2026
DKM Wealth Management, Inc. History No change 27,703 2,394 1.56% 1.56% 424 0 0.0% Q2 2026 Jul 30, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 27,402 2,368 1.28% 1.28% 425 0 0.0% Q2 2026 Aug 11, 2026
Almanack Investment Partners, LLC. History No change 27,129 2,344 0.3% 0.3% 426 0 0.0% Q2 2026 Jul 30, 2026
BENJAMIN EDWARDS INC History No change 26,482 2,288 0.02% 0.02% 427 0 0.0% Q2 2026 Jul 24, 2026
Providence Capital Advisors, LLC History No change 26,278 2,270 0.34% 0.34% 428 0 0.0% Q2 2026 Aug 11, 2026
AK GLOBAL ASSET MANAGEMENT, LLC History No change 26,200 2,264 1.92% 1.92% 429 0 0.0% Q2 2026 Jul 16, 2026
FMR LLC History No change 25,863 2,235 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 25,848 2,234 0.26% 0.26% 431 0 0.0% Q2 2026 Aug 10, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 25,818 2,231 1.02% 1.02% 432 0 0.0% Q2 2026 Jul 29, 2026
CADINHA & CO LLC History No change 25,559 2,208 0.33% 0.33% 433 0 0.0% Q2 2026 Jul 28, 2026
WILLIAM JOHN SEMPOLINSKI History No change 25,480 2,201 0.89% 0.89% 434 0 0.0% Q2 2026 Aug 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 25,379 2,193 0.13% 0.13% 435 0 0.0% Q2 2026 Aug 13, 2026
ShoreHaven Wealth Partners, LLC History No change 25,346 2,190 0.69% 0.69% 436 0 0.0% Q2 2026 Jul 14, 2026
Values First Advisors, Inc. History No change 25,147 2,173 0.99% 0.99% 437 0 0.0% Q2 2026 Aug 04, 2026
MA Private Wealth History No change 25,017 2,161 0.32% 0.32% 438 0 0.0% Q2 2026 Jul 28, 2026
MBA Advisors LLC History No change 24,992 2,159 0.73% 0.73% 439 0 0.0% Q2 2026 Jul 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 24,663 2,131 0.06% 0.06% 440 0 0.0% Q2 2026 Aug 10, 2026
Fulcrum Equity Management History No change 24,219 2,093 1.53% 1.53% 441 0 0.0% Q2 2026 Jul 09, 2026
PFG Investments, LLC History No change 24,173 2,089 0.08% 0.08% 442 0 0.0% Q2 2026 Jul 23, 2026
NORTHERN TRUST CORP History No change 24,118 2,084 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 13, 2026
Redwood Investment Management, LLC History No change 23,874 2,063 0.2% 0.2% 444 0 0.0% Q2 2026 Aug 14, 2026
FDx Advisors, Inc. History No change 23,835 2,060 0.62% 0.62% 445 0 0.0% Q2 2026 Aug 04, 2026
Camarda Financial Advisors, LLC History No change 23,513 2,032 0.61% 0.61% 446 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Wealth Advisors, LLC History No change 23,431 2,024 0.26% 0.26% 447 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 23,168 2,002 0.04% 0.04% 448 0 0.0% Q2 2026 Jul 09, 2026
Unifi Asset Management LP History No change 23,070 1,993 0.79% 0.79% 449 0 0.0% Q2 2026 Aug 07, 2026
Lauer Wealth, LLC History No change 23,578 1,982 1.19% 1.19% 450 0 0.0% Q2 2026 Jul 15, 2026
Keel Point, LLC History No change 22,843 1,974 0.12% 0.12% 451 0 0.0% Q2 2026 Aug 14, 2026
Formidable Asset Management, LLC History No change 22,712 1,968 0.31% 0.31% 452 0 0.0% Q2 2026 Jul 17, 2026
MONEY CONCEPTS CAPITAL CORP History No change 22,659 1,958 0.09% 0.09% 453 0 0.0% Q2 2026 Aug 04, 2026
Yukon Wealth Management, Inc. History No change 22,455 1,940 0.56% 0.56% 454 0 0.0% Q2 2026 Aug 14, 2026
Argyle Capital Partners, LLC History No change 22,458 1,940 1.22% 1.22% 455 0 0.0% Q2 2026 Aug 07, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 24,911 1,937 0.13% 0.21% 456 -10,746 -30.14% Q3 2026 Oct 08, 2026
Dynamic Wealth Strategies, LLC History No change 22,363 1,932 1.03% 1.03% 457 0 0.0% Q2 2026 Jul 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 22,136 1,912 0.03% 0.03% 458 0 0.0% Q2 2026 Jul 14, 2026
Plancorp, LLC History No change 22,537 1,892 0.05% 0.05% 459 0 0.0% Q2 2026 Jul 14, 2026
NATIXIS ADVISORS, LLC History No change 21,847 1,888 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 14, 2026
Integrated Advisors Network LLC History No change 21,657 1,871 0.09% 0.09% 461 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 21,584 1,865 0.02% 0.02% 462 0 0.0% Q2 2026 Aug 10, 2026
4WEALTH ADVISORS, INC. History No change 21,286 1,861 1.43% 1.43% 463 0 0.0% Q2 2026 Jul 17, 2026
Delos Wealth Advisors, LLC History No change 21,468 1,855 0.95% 0.95% 464 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 23,073 1,844 0.03% 0.03% 465 0 0.0% Q2 2026 Aug 10, 2026
ALETHEA CAPITAL MANAGEMENT, LLC History No change 21,276 1,838 0.76% 0.76% 466 0 0.0% Q2 2026 Aug 14, 2026
Apeiron RIA LLC History Added to 23,396 1,818 0.41% 0.19% 467 +14,662 167.87% Q3 2026 Oct 08, 2026
SURIENCE PRIVATE WEALTH LLC History No change 20,801 1,797 1.58% 1.58% 468 0 0.0% Q2 2026 Jul 24, 2026
Aurora Private Wealth, Inc. History No change 20,713 1,790 1.14% 1.14% 469 0 0.0% Q2 2026 Jul 21, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 20,620 1,781 0.11% 0.11% 470 0 0.0% Q2 2026 Aug 07, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 20,541 1,775 0.37% 0.37% 471 0 0.0% Q2 2026 Jul 17, 2026
Virtue Capital Management, LLC History No change 20,339 1,757 0.23% 0.23% 472 0 0.0% Q2 2026 Aug 05, 2026
Empirical Asset Management, LLC History No change 20,318 1,755 0.4% 0.4% 473 0 0.0% Q2 2026 Aug 10, 2026
American Alpha Advisors, LLC History No change 20,294 1,753 0.95% 0.95% 474 0 0.0% Q2 2026 Aug 14, 2026
Christensen, King & Associates Investment Services, Inc. History No change 20,245 1,749 0.69% 0.69% 475 0 0.0% Q2 2026 Jul 14, 2026
Tempo Wealth, LLC History No change 19,633 1,696 0.25% 0.25% 476 0 0.0% Q2 2026 Jul 27, 2026
MGO ONE SEVEN LLC History No change 19,280 1,666 0.03% 0.03% 477 0 0.0% Q2 2026 Jul 31, 2026
NWAM LLC History No change 19,123 1,652 0.08% 0.08% 478 0 0.0% Q2 2026 Jul 23, 2026
Hirtle & Co., LLC History No change 19,055 1,646 0.05% 0.05% 479 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 19,049 1,646 0.03% 0.03% 480 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 19,529 1,635 0.03% 0.03% 481 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 19,529 1,635 0.03% 0.03% 482 0 0.0% Q2 2026 Jul 29, 2026
Valtrion Capital Management, LLC History No change 18,897 1,633 1.22% 1.22% 483 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 18,798 1,626 0.03% 0.03% 484 0 0.0% Q2 2026 Aug 13, 2026
MARINER INVESTMENT GROUP LLC History No change 268,080 1,622 0.35% 0.35% 485 0 0.0% Q2 2026 Jul 24, 2026
RiverFront Investment Group, LLC History No change 18,549 1,603 0.02% 0.02% 486 0 0.0% Q2 2026 Jul 29, 2026
Spectrum Planning & Advisory Services Inc. History No change 18,486 1,597 0.71% 0.71% 487 0 0.0% Q2 2026 Jul 14, 2026
CFS Investment Advisory Services, LLC History No change 18,666 1,596 0.11% 0.11% 488 0 0.0% Q2 2026 Jul 16, 2026
WealthShield Partners, LLC History No change 18,351 1,585 0.24% 0.24% 489 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL PLC History No change 18,263 1,578 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 13, 2026
Coppell Advisory Solutions LLC History No change 88 1,577 0.13% 0.13% 491 0 0.0% Q2 2026 Aug 14, 2026
Generation Capital Management LLC History No change 18,205 1,573 0.97% 0.97% 492 0 0.0% Q2 2026 Aug 13, 2026
Professional Financial Advisors, LLC History No change 18,094 1,563 0.27% 0.27% 493 0 0.0% Q2 2026 Jul 09, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 17,979 1,553 0.03% 0.03% 494 0 0.0% Q2 2026 Jul 31, 2026
NerdWallet Wealth Partners, LLC History No change 17,924 1,548 0.53% 0.53% 495 0 0.0% Q2 2026 Jul 07, 2026
Hoxton Planning & Management, LLC History No change 17,899 1,546 0.4% 0.4% 496 0 0.0% Q2 2026 Jul 16, 2026
Ravenstone Capital Management Inc. History No change 17,766 1,535 0.63% 0.63% 497 0 0.0% Q2 2026 Aug 04, 2026
Rooted Wealth Advisors, Inc. History No change 17,617 1,522 0.37% 0.37% 498 0 0.0% Q2 2026 Jul 28, 2026
Narus Financial Partners, LLC History No change 17,539 1,515 0.39% 0.39% 499 0 0.0% Q2 2026 Jul 31, 2026
Waterloo Capital, L.P. History No change 17,300 1,512 0.08% 0.08% 500 0 0.0% Q2 2026 Jul 29, 2026
BEAM WEALTH ADVISORS, INC. History No change 17,474 1,510 0.33% 0.33% 501 0 0.0% Q2 2026 Jul 29, 2026
HighPoint Advisor Group LLC History No change 17,437 1,506 0.05% 0.05% 502 0 0.0% Q2 2026 Aug 05, 2026
Palogic Value Management, L.P. History No change 17,300 1,495 0.49% 0.49% 503 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 17,310 1,495 0.08% 0.08% 504 0 0.0% Q2 2026 Aug 14, 2026
FLAGSTAR SECURITIES, INC History No change 17,258 1,491 0.45% 0.45% 505 0 0.0% Q2 2026 Jul 15, 2026
Security Financial Services, INC. History No change 17,220 1,488 0.21% 0.21% 506 0 0.0% Q2 2026 Jul 15, 2026
Quotient Wealth Partners, LLC History No change 17,191 1,485 0.04% 0.04% 507 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Counsel, Inc History No change 17,045 1,473 0.16% 0.16% 508 0 0.0% Q2 2026 Jul 27, 2026
Goelzer Investment Management, Inc. History No change 16,944 1,464 0.06% 0.06% 509 0 0.0% Q2 2026 Jul 14, 2026
FNY Investment Advisers, LLC History No change 16,933 1,462 0.53% 0.53% 510 0 0.0% Q2 2026 Jul 08, 2026
RPg Family Wealth Advisory, LLC History No change 16,746 1,447 0.3% 0.3% 511 0 0.0% Q2 2026 Aug 04, 2026
TECTONIC ADVISORS LLC History No change 16,734 1,446 0.07% 0.07% 512 0 0.0% Q2 2026 Jul 15, 2026
Stronghold Wealth Management L.L.C. History No change 16,318 1,410 1.89% 1.89% 513 0 0.0% Q2 2026 Jul 24, 2026
SHARPEPOINT LLC History No change 16,238 1,403 0.7% 0.7% 514 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 16,114 1,392 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 10, 2026
Western Financial Corp/CA History No change 16,093 1,390 0.41% 0.41% 516 0 0.0% Q2 2026 Jul 22, 2026
Arete Wealth Advisors, LLC History No change 16,062 1,388 0.09% 0.09% 517 0 0.0% Q2 2026 Aug 12, 2026
Boltwood Capital Management History Reduced 17,709 1,377 0.31% 0.42% 518 -3,730 -17.4% Q3 2026 Oct 02, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 15,853 1,370 0.79% 0.79% 519 0 0.0% Q2 2026 Jul 15, 2026
Rakuten Securities, Inc. History No change 15,705 1,357 0.32% 0.32% 520 0 0.0% Q2 2026 Aug 11, 2026
Integrity Advisory Solutions, LLC History No change 15,653 1,352 0.14% 0.14% 521 0 0.0% Q2 2026 Jul 31, 2026
Dynamic Advisor Solutions LLC History No change 15,621 1,349 0.04% 0.04% 522 0 0.0% Q2 2026 Jul 07, 2026
Mechanics Bank Trust Department History No change 15,594 1,347 0.17% 0.17% 523 0 0.0% Q2 2026 Jul 07, 2026
V2 Financial group LLC History No change 15,583 1,346 0.5% 0.5% 524 0 0.0% Q2 2026 Aug 10, 2026
Gerber Kawasaki Wealth & Investment Management History No change 15,547 1,343 0.04% 0.04% 525 0 0.0% Q2 2026 Aug 07, 2026
RED REEF ADVISORS LLC History No change 15,496 1,339 1.23% 1.23% 526 0 0.0% Q2 2026 Jul 23, 2026
Roberts Financial Services LLC History No change 15,359 1,327 0.39% 0.39% 527 0 0.0% Q2 2026 Aug 06, 2026
State of New Jersey Common Pension Fund D History No change 15,000 1,296 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 04, 2026
Portman Square Capital LLP History No change 15,000 1,296 0.06% 0.06% 529 0 0.0% Q2 2026 Jul 15, 2026
Risk Paradigm Group, LLC History No change 14,887 1,286 1.01% 1.01% 530 0 0.0% Q2 2026 Aug 05, 2026
MARATHON ASSET MANAGEMENT LP History No change 18,000 1,273 3.06% 3.06% 531 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 14,741 1,273 0.04% 0.04% 532 0 0.0% Q2 2026 Aug 11, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 14,667 1,267 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 10, 2026
J. Goldman & Co LP History No change 14,604 1,262 0.03% 0.03% 534 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 14,591 1,260 0.03% 0.03% 535 0 0.0% Q2 2026 Aug 03, 2026
Helium Advisors LLC History No change 14,506 1,253 1.04% 1.04% 536 0 0.0% Q2 2026 Aug 11, 2026
Second Half Financial Partners, LLC History No change 14,370 1,241 0.51% 0.51% 537 0 0.0% Q2 2026 Jul 16, 2026
E&G Advisors, LLC History No change 14,324 1,237 0.24% 0.24% 538 0 0.0% Q2 2026 Jul 23, 2026
Independence Wealth Advisors, LLC History No change 14,135 1,221 0.61% 0.61% 539 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 14,020 1,211 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 11, 2026
5T Wealth, LLC History No change 13,940 1,204 0.45% 0.45% 541 0 0.0% Q2 2026 Jul 21, 2026
Convergence Financial, LLC History No change 13,869 1,198 0.1% 0.1% 542 0 0.0% Q2 2026 Aug 05, 2026
Koshinski Asset Management, Inc. History No change 13,519 1,168 0.06% 0.06% 543 0 0.0% Q2 2026 Jul 27, 2026
CCG WEALTH MANAGEMENT, LLC History No change 13,458 1,163 0.27% 0.27% 544 0 0.0% Q2 2026 Aug 07, 2026
Van Hulzen Asset Management, LLC History No change 13,452 1,162 0.08% 0.08% 545 0 0.0% Q2 2026 Aug 13, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 13,445 1,161 0.11% 0.11% 546 0 0.0% Q2 2026 Aug 14, 2026
Sunpointe, LLC History No change 13,440 1,161 0.33% 0.33% 547 0 0.0% Q2 2026 Jul 24, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 13,343 1,153 0.11% 0.11% 548 0 0.0% Q2 2026 Jul 22, 2026
Peregrine Asset Advisers, Inc. History No change 13,254 1,145 0.25% 0.25% 549 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 13,226 1,143 0.12% 0.12% 550 0 0.0% Q2 2026 Jul 29, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 13,003 1,123 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 10, 2026
Matrix Trust Co History No change 14,419 1,121 0.16% 0.18% 552 0 0.0% Q3 2026 Oct 07, 2026
Westside Investment Management, Inc. History No change 12,773 1,103 0.14% 0.14% 553 0 0.0% Q2 2026 Jul 27, 2026
SeaCrest Wealth Management, LLC History No change 12,684 1,096 0.12% 0.12% 554 0 0.0% Q2 2026 Jul 09, 2026
Etesian Wealth Advisors, Inc. History No change 12,660 1,094 0.32% 0.32% 555 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial Consulting LLC History No change 12,602 1,089 0.74% 0.74% 556 0 0.0% Q2 2026 Aug 06, 2026
Chesley Taft & Associates LLC History No change 12,591 1,088 0.04% 0.04% 557 0 0.0% Q2 2026 Jul 08, 2026
WCG Wealth Advisors LLC History No change 12,516 1,081 0.03% 0.03% 558 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Group History No change 12,500 1,080 0.1% 0.1% 559 0 0.0% Q2 2026 Aug 05, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 12,507 1,080 0.2% 0.2% 560 0 0.0% Q2 2026 Aug 06, 2026
Cyndeo Wealth Partners, LLC History No change 12,493 1,079 0.05% 0.05% 561 0 0.0% Q2 2026 Jul 21, 2026
Advyzon Investment Management, LLC History No change 12,375 1,069 0.08% 0.08% 562 0 0.0% Q2 2026 Aug 14, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 12,301 1,063 0.79% 0.79% 563 0 0.0% Q2 2026 Jul 22, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 12,232 1,057 0.06% 0.06% 564 0 0.0% Q2 2026 Aug 10, 2026
D.A. DAVIDSON & CO. History No change 11,909 1,053 0.01% 0.01% 565 0 0.0% Q2 2026 Jul 24, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 12,186 1,053 0.07% 0.07% 566 0 0.0% Q2 2026 Aug 13, 2026
OAK FAMILY ADVISORS, LLC History No change 12,191 1,053 0.27% 0.27% 567 0 0.0% Q2 2026 Jul 20, 2026
GDS Wealth Management History No change 12,140 1,049 0.05% 0.05% 568 0 0.0% Q2 2026 Aug 13, 2026
National Philanthropic Trust History No change 12,132 1,048 0.02% 0.02% 569 0 0.0% Q2 2026 Aug 14, 2026
CDKV HOLDINGS LLC History No change 12,065 1,042 0.81% 0.81% 570 0 0.0% Q2 2026 Jul 30, 2026
Avior Wealth Management, LLC History No change 12,053 1,041 0.03% 0.03% 571 0 0.0% Q2 2026 Jul 07, 2026
Haven Private, LLC History No change 12,016 1,038 0.39% 0.39% 572 0 0.0% Q2 2026 Jul 28, 2026
Strategic Blueprint, LLC History No change 12,007 1,037 0.05% 0.05% 573 0 0.0% Q2 2026 Jul 23, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 11,970 1,034 0.08% 0.08% 574 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 11,733 1,013 0.02% 0.02% 575 0 0.0% Q2 2026 Jul 15, 2026
Moors & Cabot, Inc. History No change 11,655 1,007 0.04% 0.04% 576 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 11,651 1,006 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 11, 2026
Joseph P. Lucia & Associates, LLC History No change 11,651 1,006 0.3% 0.3% 578 0 0.0% Q2 2026 Aug 07, 2026
Crescent Grove Advisors, LLC History No change 11,561 999 0.08% 0.08% 579 0 0.0% Q2 2026 Aug 10, 2026
Burford Brothers, Inc. History No change 11,514 995 0.37% 0.37% 580 0 0.0% Q2 2026 Jul 28, 2026
J.W. COLE ADVISORS, INC. History No change 11,476 991 0.02% 0.02% 581 0 0.0% Q2 2026 Jul 21, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 11,420 986 0.25% 0.25% 582 0 0.0% Q2 2026 Jul 15, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 11,172 965 0.05% 0.05% 583 0 0.0% Q2 2026 Jul 27, 2026
OpenArc Corporate Advisory, LLC History No change 11,172 965 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 05, 2026
Cresta Advisors, Ltd. History No change 11,085 957 0.34% 0.34% 585 0 0.0% Q2 2026 Jul 22, 2026
Cresset Asset Management, LLC History No change 11,008 951 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 11,007 941 0.05% 0.05% 587 0 0.0% Q2 2026 Jul 28, 2026
UNIQUE WEALTH, LLC History No change 10,756 929 0.11% 0.11% 588 0 0.0% Q2 2026 Jul 21, 2026
Spire Wealth Management History No change 10,746 928 0.03% 0.03% 589 0 0.0% Q2 2026 Jul 15, 2026
McAdam, LLC History No change 10,718 926 0.04% 0.04% 590 0 0.0% Q2 2026 Aug 04, 2026
True North Advisors, LLC History No change 10,697 924 0.09% 0.09% 591 0 0.0% Q2 2026 Jul 22, 2026
BETO FINANCIAL GROUP, LLC History No change 11,024 924 0.49% 0.49% 592 0 0.0% Q2 2026 Aug 07, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 10,514 911 0.11% 0.11% 593 0 0.0% Q2 2026 Aug 05, 2026
Centerline Wealth Advisors, LLC History No change 10,506 907 0.28% 0.28% 594 0 0.0% Q2 2026 Jul 17, 2026
Titiun Yejiel History No change 10,387 897 0.78% 0.78% 595 0 0.0% Q2 2026 Aug 06, 2026
EHRLICH FINANCIAL GROUP History No change 10,371 896 0.46% 0.46% 596 0 0.0% Q2 2026 Jul 09, 2026
EFG International AG History No change 10,297 889 0.02% 0.02% 597 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 10,273 887 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 14, 2026
IBEX WEALTH ADVISORS History No change 10,234 884 0.07% 0.07% 599 0 0.0% Q2 2026 Jul 27, 2026
Snowden Capital Advisors LLC History No change 10,213 882 0.02% 0.02% 600 0 0.0% Q2 2026 Aug 13, 2026
United Asset Strategies, Inc. History No change 10,126 875 0.06% 0.06% 601 0 0.0% Q2 2026 Jul 13, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 11,167 868 0.22% 0.17% 602 +3,650 48.56% Q3 2026 Oct 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 10,000 864 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 13, 2026
Cooper Financial Group History Reduced 11,101 863 0.07% 0.08% 604 -58 -0.52% Q3 2026 Oct 07, 2026
Aprio Wealth Management, LLC History No change 9,908 856 0.04% 0.04% 605 0 0.0% Q2 2026 Jul 24, 2026
Intrua Financial, LLC History No change 9,830 849 0.08% 0.08% 606 0 0.0% Q2 2026 Jul 24, 2026
AssuredPartners Investment Advisors, LLC History No change 9,813 848 0.08% 0.08% 607 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 9,759 842 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 14, 2026
Affinity Capital Advisors, LLC History No change 9,837 840 0.1% 0.1% 609 0 0.0% Q2 2026 Jul 08, 2026
Stratos Wealth Advisors, LLC History No change 9,711 839 0.05% 0.05% 610 0 0.0% Q2 2026 Aug 11, 2026
CATALYST PRIVATE WEALTH, LLC History No change 9,674 836 0.4% 0.4% 611 0 0.0% Q2 2026 Jul 21, 2026
Smart Money Group LLC History No change 9,527 823 0.21% 0.21% 612 0 0.0% Q2 2026 Jul 29, 2026
PRINCIPAL SECURITIES, INC. History No change 9,367 809 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 04, 2026
Slagle Financial, LLC History No change 9,327 806 0.24% 0.24% 614 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 9,315 804 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 9,171 792 0.02% 0.02% 616 0 0.0% Q2 2026 Aug 14, 2026
Omega Financial Group, LLC History No change 9,144 790 0.24% 0.24% 617 0 0.0% Q2 2026 Jul 21, 2026
LCNB CORP History No change 9,100 786 0.24% 0.24% 618 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History No change 9,012 778 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 04, 2026
Signet Private Wealth LLC History No change 8,916 770 0.61% 0.61% 620 0 0.0% Q2 2026 Aug 06, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 8,866 766 1.19% 1.19% 621 0 0.0% Q2 2026 Aug 11, 2026
PURSUE WEALTH PARTNERS LLC History No change 8,745 755 0.42% 0.42% 622 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 8,724 753 0.03% 0.03% 623 0 0.0% Q2 2026 Jul 24, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 8,707 752 0.35% 0.35% 624 0 0.0% Q2 2026 Aug 13, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 8,700 751 0.16% 0.16% 625 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 8,652 747 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 17, 2026
Prime Capital Investment Advisors, LLC History No change 8,616 744 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 05, 2026
Garden State Investment Advisory Services LLC History No change 8,617 744 0.13% 0.13% 628 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 8,568 740 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 11, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 8,549 738 0.02% 0.02% 630 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD SECURITIES, INC. History No change 8,537 737 0.04% 0.04% 631 0 0.0% Q2 2026 Jul 15, 2026
Ausdal Financial Partners, Inc. History No change 8,438 729 0.03% 0.03% 632 0 0.0% Q2 2026 Aug 14, 2026
Causey Wealth LLC History No change 8,419 727 0.28% 0.28% 633 0 0.0% Q2 2026 Aug 11, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 8,370 723 0.2% 0.2% 634 0 0.0% Q2 2026 Jul 31, 2026
Claro Advisors Inc. History No change 8,235 711 0.07% 0.07% 635 0 0.0% Q2 2026 Jul 30, 2026
Innovative Advisory Group, LLC History No change 2,190 711 0.54% 0.54% 636 0 0.0% Q2 2026 Sep 21, 2026
Tower Research Capital LLC (TRC) History No change 8,196 708 0.02% 0.02% 637 0 0.0% Q2 2026 Aug 11, 2026
VICTORY FINANCIAL GROUP, LLC History No change 8,106 700 0.07% 0.07% 638 0 0.0% Q2 2026 Jul 28, 2026
J2 Capital Management Inc History No change 8,064 696 0.47% 0.47% 639 0 0.0% Q2 2026 Jul 20, 2026
Centiva Capital, LP History No change 8,048 695 0.01% 0.01% 640 0 0.0% Q2 2026 Aug 13, 2026
KM Capital Management Ltd. History No change 8,037 694 0.33% 0.33% 641 0 0.0% Q2 2026 Aug 14, 2026
Brookwood Investment Group LLC History No change 8,013 692 0.08% 0.08% 642 0 0.0% Q2 2026 Jul 23, 2026
Gerald Baker Financial Group LLC History No change 7,932 685 0.19% 0.19% 643 0 0.0% Q2 2026 Aug 03, 2026
Gotham Asset Management, LLC History No change 7,918 684 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ALLIANCE, LLC History No change 7,892 682 0.06% 0.06% 645 0 0.0% Q2 2026 Aug 11, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 7,880 680 0.01% 0.01% 646 0 0.0% Q2 2026 Aug 14, 2026
Cedar Wealth Management, LLC History No change 7,698 665 0.17% 0.17% 647 0 0.0% Q2 2026 Aug 12, 2026
Hyundai Investments Co., Ltd. History No change 7,605 665 0.72% 0.72% 648 0 0.0% Q2 2026 Aug 14, 2026
Global View Capital Management LLC History No change 7,685 664 0.14% 0.14% 649 0 0.0% Q2 2026 Jul 23, 2026
Hobbs Group Advisors, LLC History No change 7,662 662 0.17% 0.17% 650 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 7,622 658 0.01% 0.01% 651 0 0.0% Q2 2026 Jul 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 7,583 656 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 14, 2026
Arkos Global Advisors History No change 7,561 653 0.08% 0.08% 653 0 0.0% Q2 2026 Aug 14, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 7,537 651 0.58% 0.58% 654 0 0.0% Q2 2026 Jul 28, 2026
Ashton Thomas Private Wealth, LLC History No change 7,523 650 0.01% 0.01% 655 0 0.0% Q2 2026 Jul 29, 2026
Gateway Wealth Partners, LLC History No change 7,485 646 0.04% 0.04% 656 0 0.0% Q2 2026 Aug 04, 2026
PFG Advisors History No change 7,289 629 0.03% 0.03% 657 0 0.0% Q2 2026 Jul 16, 2026
Pathstone Holdings, LLC History No change 7,274 628 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 13, 2026
Leisure Capital Management History No change 7,212 623 0.19% 0.19% 659 0 0.0% Q2 2026 Jul 24, 2026
North Forty Two & Co. History No change 7,217 623 0.53% 0.53% 660 0 0.0% Q2 2026 Jul 24, 2026
Lifetime Wealth Management P.C. History No change 7,217 623 0.36% 0.36% 661 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 7,140 617 0.01% 0.01% 662 0 0.0% Q2 2026 Aug 05, 2026
Tranquilli Financial Advisor LLC History No change 7,098 613 0.33% 0.33% 663 0 0.0% Q2 2026 Aug 07, 2026
COMMERCE BANK History No change 7,065 610 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 12, 2026
Optivise Advisory Services LLC History No change 7,065 610 0.31% 0.31% 665 0 0.0% Q2 2026 Jul 13, 2026
Integrated Investment Consultants, LLC History No change 7,051 609 0.12% 0.12% 666 0 0.0% Q2 2026 Aug 17, 2026
Sovereign Investment Advisors, LLC History No change 7,050 609 0.11% 0.11% 667 0 0.0% Q2 2026 Aug 14, 2026
National Wealth Management Group, LLC History No change 7,050 609 0.19% 0.19% 668 0 0.0% Q2 2026 Jul 14, 2026
WELLINGTON-ALTUS USA INC. History No change 7,011 607 0.43% 0.43% 669 0 0.0% Q2 2026 Sep 17, 2026
Carr Financial Group Corp History No change 7,000 604 0.14% 0.14% 670 0 0.0% Q2 2026 Aug 06, 2026
Avidian Wealth Enterprises, LLC History Added to 7,754 603 0.02% 0.02% 671 +743 10.6% Q3 2026 Oct 08, 2026
FAIRFIELD, BUSH & CO. History No change 6,877 594 0.29% 0.29% 672 0 0.0% Q2 2026 Aug 13, 2026
WESPAC Advisors, LLC History No change 6,844 591 0.29% 0.29% 673 0 0.0% Q2 2026 Aug 10, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 6,843 591 0.21% 0.21% 674 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisory, LLC History No change 6,803 587 0.02% 0.02% 675 0 0.0% Q2 2026 Aug 13, 2026
Navigation Wealth Management, Inc. History No change 6,802 587 0.81% 0.81% 676 0 0.0% Q2 2026 Jul 16, 2026
Westfuller Advisors, LLC History No change 6,761 584 0.21% 0.21% 677 0 0.0% Q2 2026 Jul 29, 2026
Summit Wealth Group, LLC History No change 6,712 580 0.12% 0.12% 678 0 0.0% Q2 2026 Aug 04, 2026
Exit Wealth Advisors, LLC. History No change 6,639 573 0.26% 0.26% 679 0 0.0% Q2 2026 Aug 11, 2026
Three Seasons Wealth, LLC History No change 6,621 572 0.05% 0.05% 680 0 0.0% Q2 2026 Aug 13, 2026
MMA ASSET MANAGEMENT LLC History No change 6,610 571 0.18% 0.18% 681 0 0.0% Q2 2026 Aug 04, 2026
Realta Investment Advisors History No change 6,604 570 0.18% 0.18% 682 0 0.0% Q2 2026 Jul 20, 2026
Biltmore Family Office, LLC History No change 6,593 569 0.07% 0.07% 683 0 0.0% Q2 2026 Aug 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 6,559 566 0.21% 0.21% 684 0 0.0% Q2 2026 Aug 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 6,321 546 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 28, 2026
Town Capital LLC History No change 6,309 545 0.35% 0.35% 686 0 0.0% Q2 2026 Jul 27, 2026
Q3 Asset Management History No change 6,035 544 0.1% 0.1% 687 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History No change 6,296 544 0.15% 0.15% 688 0 0.0% Q2 2026 Aug 03, 2026
Ethos Financial Group, LLC History No change 6,402 543 0.04% 0.04% 689 0 0.0% Q2 2026 Aug 07, 2026
Sage Advisory Services, Ltd.Co. History No change 6,234 539 0.27% 0.27% 690 0 0.0% Q2 2026 Jul 22, 2026
Embree Financial Group History No change 6,240 539 0.05% 0.05% 691 0 0.0% Q2 2026 Jul 15, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 6,200 535 0.23% 0.23% 692 0 0.0% Q2 2026 Jul 16, 2026
ROMAN BUTLER FULLERTON & CO History No change 6,367 534 0.13% 0.13% 693 0 0.0% Q2 2026 Aug 06, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 6,184 534 0.05% 0.05% 694 0 0.0% Q2 2026 Jul 27, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 6,100 533 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 13, 2026
Accretive Wealth Partners, LLC History No change 6,133 530 0.13% 0.13% 696 0 0.0% Q2 2026 Jul 29, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 6,143 530 0.36% 0.36% 697 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 6,127 529 0.04% 0.04% 698 0 0.0% Q2 2026 Jul 28, 2026
IEQ CAPITAL, LLC History No change 6,101 527 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Capital Wealth Advisors History No change 6,094 526 0.36% 0.36% 700 0 0.0% Q2 2026 Jul 23, 2026
Focus Financial Network, Inc. History No change 6,094 526 0.02% 0.02% 701 0 0.0% Q2 2026 Jul 09, 2026
Symmetry Partners, LLC History No change 6,006 519 0.03% 0.03% 702 0 0.0% Q2 2026 Jul 23, 2026
NKCFO LLC History No change 6,000 519 0.16% 0.16% 703 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Services History No change 5,979 516 0.13% 0.13% 704 0 0.0% Q2 2026 Aug 05, 2026
Aurelius Family Office LLC History No change 5,969 515 0.2% 0.2% 705 0 0.0% Q2 2026 Jul 13, 2026
AMERICAN ASSET MANAGEMENT INC. History No change 5,917 511 0.42% 0.42% 706 0 0.0% Q2 2026 Jul 21, 2026
Keystone Financial Group History No change 5,864 506 0.03% 0.03% 707 0 0.0% Q2 2026 Jul 29, 2026
Orcam Financial Group History No change 5,751 497 0.24% 0.24% 708 0 0.0% Q2 2026 Aug 13, 2026
Gilman Hill Asset Management, LLC History No change 5,750 496 0.07% 0.07% 709 0 0.0% Q2 2026 Jul 09, 2026
SAXON INTERESTS, INC. History No change 5,719 494 0.14% 0.14% 710 0 0.0% Q2 2026 Aug 12, 2026
Shared Vision Wealth Group LLC History No change 5,707 493 0.17% 0.17% 711 0 0.0% Q2 2026 Jul 31, 2026
FIRST INTERSTATE BANK History No change 5,702 492 0.03% 0.03% 712 0 0.0% Q2 2026 Jul 24, 2026
MMBG INVESTMENT ADVISORS CO. History No change 5,644 487 0.04% 0.04% 713 0 0.0% Q2 2026 Aug 10, 2026
WEST MICHIGAN ADVISORS, LLC History No change 5,639 487 0.09% 0.09% 714 0 0.0% Q2 2026 Aug 21, 2026
Focus Partners Advisor Solutions, LLC History No change 5,611 484 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 06, 2026
Betterment LLC History No change 5,521 477 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Advisors, LLC History No change 5,525 477 0.12% 0.12% 717 0 0.0% Q2 2026 Aug 06, 2026
Penbrook Management LLC History No change 5,510 476 0.3% 0.3% 718 0 0.0% Q2 2026 Jul 23, 2026
PETRA FINANCIAL ADVISORS INC History No change 5,469 472 0.22% 0.22% 719 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 5,474 472 0.05% 0.05% 720 0 0.0% Q2 2026 Aug 13, 2026
HEADINVEST, LLC History No change 5,450 470 0.09% 0.09% 721 0 0.0% Q2 2026 Aug 14, 2026
Lewis Asset Management, LLC History No change 5,408 467 0.16% 0.16% 722 0 0.0% Q2 2026 Jul 21, 2026
AQR CAPITAL MANAGEMENT LLC History No change 5,359 463 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 14, 2026
Axim Planning & Wealth History No change 5,343 461 0.64% 0.64% 724 0 0.0% Q2 2026 Aug 13, 2026
Clear Creek Financial Management, LLC History No change 5,303 458 0.03% 0.03% 725 0 0.0% Q2 2026 Jul 27, 2026
Sankala Group LLC History No change 5,579 455 0.3% 0.3% 726 0 0.0% Q2 2026 Aug 18, 2026
REGIONS FINANCIAL CORP History No change 5,188 448 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 10, 2026
Sloy Dahl & Holst, LLC History No change 5,115 442 0.05% 0.05% 728 0 0.0% Q2 2026 Aug 13, 2026
Arrowroot Family Office, LLC History No change 5,121 442 0.13% 0.13% 729 0 0.0% Q2 2026 Aug 06, 2026
Patten Group, Inc. History No change 5,036 435 0.07% 0.07% 730 0 0.0% Q2 2026 Aug 06, 2026
Signal Advisors Wealth, LLC History No change 5,025 434 0.02% 0.02% 731 0 0.0% Q2 2026 Aug 04, 2026
Portfolio Resources Advisor Group, Inc. History No change 4,981 430 0.36% 0.36% 732 0 0.0% Q2 2026 Jul 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 4,952 427 0.02% 0.02% 733 0 0.0% Q2 2026 Jul 31, 2026
IMA Advisory Services, Inc. History No change 4,935 426 0.03% 0.03% 734 0 0.0% Q2 2026 Aug 10, 2026
B. Riley Wealth Advisors, Inc. History No change 4,861 425 0.02% 0.02% 735 0 0.0% Q2 2026 Jul 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,916 424 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 14, 2026
SimpliFi, Inc. History No change 4,914 424 0.17% 0.17% 737 0 0.0% Q2 2026 Jul 24, 2026
Fragasso Financial Advisors Inc History No change 4,906 423 0.02% 0.02% 738 0 0.0% Q2 2026 Jul 09, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 4,889 422 0.06% 0.06% 739 0 0.0% Q2 2026 Aug 12, 2026
Coastwise Capital Group, LLC History No change 4,894 422 0.25% 0.25% 740 0 0.0% Q2 2026 Jul 16, 2026
BROWN ADVISORY INC History No change 4,866 420 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 14, 2026
John W. Brooker & Co., CPAs History No change 4,842 418 0.51% 0.51% 742 0 0.0% Q2 2026 Jul 20, 2026
Maridea Wealth Management LLC History No change 4,837 417 0.05% 0.05% 743 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 4,753 410 0.01% 0.01% 744 0 0.0% Q2 2026 Aug 05, 2026
BOSTON FAMILY OFFICE LLC History No change 4,720 408 0.02% 0.02% 745 0 0.0% Q2 2026 Aug 12, 2026
Americana Partners, LLC History No change 4,714 407 0.01% 0.01% 746 0 0.0% Q2 2026 Aug 05, 2026
Core Wealth Partners LLC History No change 4,687 405 0.17% 0.17% 747 0 0.0% Q2 2026 Jul 17, 2026
Visionary Wealth Advisors History No change 4,635 400 0.02% 0.02% 748 0 0.0% Q2 2026 Aug 13, 2026
Elequin Capital, LP History No change 4,593 396 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 4,501 388 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 06, 2026
ZEGA Investments, LLC History No change 4,453 384 0.04% 0.04% 751 0 0.0% Q2 2026 Jul 31, 2026
Global Wealth Strategies & Associates History Reduced 4,870 378 0.07% 0.13% 752 -3,048 -38.49% Q3 2026 Oct 01, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 4,372 377 0.39% 0.39% 753 0 0.0% Q2 2026 Jul 31, 2026
Gallagher Fiduciary Advisors, LLC History No change 4,372 377 0.01% 0.01% 754 0 0.0% Q2 2026 Aug 14, 2026
BCI SECURITIES, INC. History No change 4,309 372 3.21% 3.21% 755 0 0.0% Q2 2026 Jul 30, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 4,309 372 0.15% 0.15% 756 0 0.0% Q2 2026 Jul 30, 2026
Caitlin John, LLC History No change 4,267 368 0.2% 0.2% 757 0 0.0% Q2 2026 Aug 17, 2026
HANCOCK WHITNEY CORP History No change 4,231 365 0.01% 0.01% 758 0 0.0% Q2 2026 Aug 14, 2026
J. M. Brown & Associates Inc. History No change 4,231 365 0.21% 0.21% 759 0 0.0% Q2 2026 Jul 23, 2026
Bramshill Investments, LLC History No change 4,189 362 0.03% 0.03% 760 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 4,145 358 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 13, 2026
Detalus Advisors, LLC History No change 4,118 355 0.07% 0.07% 762 0 0.0% Q2 2026 Jul 27, 2026
CARDIFF PARK ADVISORS, LLC History No change 4,111 355 0.03% 0.03% 763 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 4,101 354 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 27, 2026
WORMSER FRERES GESTION History No change 4,149 354 0.2% 0.2% 765 0 0.0% Q2 2026 Jul 16, 2026
Clearstead Advisors, LLC History No change 4,092 353 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 06, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 4,094 353 0.09% 0.09% 767 0 0.0% Q2 2026 Jul 27, 2026
Allspring Global Investments Holdings, LLC History No change 4,051 350 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 13, 2026
SGL Investment Advisors, Inc. History No change 4,245 348 0.12% 0.12% 769 0 0.0% Q2 2026 Aug 11, 2026
Rothschild Capital Partners, LLC History No change 4,021 347 0.07% 0.07% 770 0 0.0% Q2 2026 Aug 14, 2026
Briaud Financial Planning Inc History No change 3,977 347 0.09% 0.09% 771 0 0.0% Q2 2026 Jul 30, 2026
Tactive Advisors, LLC History Reduced 4,458 346 0.08% 0.1% 773 -383 -7.91% Q3 2026 Oct 08, 2026
Intellectus Partners, LLC History No change 4,013 346 0.06% 0.06% 772 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Advisors, LLC History No change 3,998 345 0.04% 0.04% 774 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 3,986 344 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 27, 2026
Ranch Capital Advisors Inc. History No change 3,974 343 0.11% 0.11% 776 0 0.0% Q2 2026 Aug 03, 2026
Kingdom Financial Group LLC. History No change 3,976 343 0.09% 0.09% 777 0 0.0% Q2 2026 Aug 07, 2026
TUCKER ASSET MANAGEMENT LLC History No change 3,941 340 0.08% 0.08% 778 0 0.0% Q2 2026 Aug 27, 2026
SkyOak Wealth, LLC History No change 3,926 339 0.06% 0.06% 779 0 0.0% Q2 2026 Jul 30, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,909 337 0.02% 0.02% 780 0 0.0% Q2 2026 Aug 04, 2026
Bedminster, LLC History No change 3,897 336 0.29% 0.29% 781 0 0.0% Q2 2026 Aug 04, 2026
Evanson Financial, LLC History No change 3,830 331 0.02% 0.02% 782 0 0.0% Q2 2026 Jul 07, 2026
Commonwealth Financial Services, LLC History No change 3,824 330 0.04% 0.04% 783 0 0.0% Q2 2026 Jul 15, 2026
Westshore Wealth, LLC History No change 3,826 330 0.1% 0.1% 784 0 0.0% Q2 2026 Aug 10, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 3,826 330 0.06% 0.06% 785 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 3,799 328 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 13, 2026
Chicago Capital, LLC History No change 3,800 328 0.01% 0.01% 787 0 0.0% Q2 2026 Jul 27, 2026
SteelPeak Wealth, LLC History No change 3,786 327 0.01% 0.01% 788 0 0.0% Q2 2026 Jul 13, 2026
Flatrock Wealth Partners LLC History No change 3,788 327 0.13% 0.13% 789 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 3,780 326 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 11, 2026
Main Street Group, LTD History No change 3,777 326 0.08% 0.08% 791 0 0.0% Q2 2026 Jul 13, 2026
StoneX Group Inc. History No change 3,751 324 0.01% 0.01% 792 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisors, LLC History No change 3,752 324 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 06, 2026
CERTUITY, LLC History No change 3,756 324 0.02% 0.02% 794 0 0.0% Q2 2026 Jul 28, 2026
Sequent Planning LLC History No change 3,728 322 0.07% 0.07% 795 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 3,716 321 0.01% 0.01% 796 0 0.0% Q2 2026 Aug 06, 2026
Ascent Group, LLC History No change 3,656 315 0.01% 0.01% 797 0 0.0% Q2 2026 Aug 03, 2026
Johnson Financial Group, LLC History No change 3,638 314 0.02% 0.02% 798 0 0.0% Q2 2026 Aug 06, 2026
Berger Financial Group, Inc History No change 3,627 313 0.02% 0.02% 799 0 0.0% Q2 2026 Aug 04, 2026
B.O.S.S. Retirement Advisors, LLC History No change 3,628 313 0.08% 0.08% 800 0 0.0% Q2 2026 Jul 20, 2026
SAPIENT CAPITAL LLC History Added to 4,008 311 0.0% 0.0% 801 +37 0.93% Q3 2026 Oct 08, 2026
CENTRAL TRUST Co History No change 3,592 310 0.01% 0.01% 802 0 0.0% Q2 2026 Jul 31, 2026
Werba Rubin Papier Wealth Management History No change 3,571 308 0.04% 0.04% 803 0 0.0% Q2 2026 Jul 27, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,506 307 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 06, 2026
Centennial Bank/AR/ History No change 3,550 306 0.1% 0.1% 805 0 0.0% Q2 2026 Aug 10, 2026
Invenomic Capital Management LP History No change 3,500 302 0.02% 0.02% 806 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 3,494 301 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 12, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 3,486 301 0.08% 0.08% 808 0 0.0% Q2 2026 Jul 13, 2026
Ballast Rock Private Wealth LLC History No change 3,470 299 0.14% 0.14% 809 0 0.0% Q2 2026 Aug 10, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 3,424 295 0.11% 0.11% 810 0 0.0% Q2 2026 Aug 11, 2026
Cox Capital Mgt LLC History Added to 3,786 294 0.16% 0.17% 811 +159 4.38% Q3 2026 Oct 07, 2026
Cornerstone Wealth Management, LLC History No change 3,384 292 0.01% 0.01% 812 0 0.0% Q2 2026 Jul 22, 2026
Mendel Capital Management LLC History No change 3,383 292 0.13% 0.13% 813 0 0.0% Q2 2026 Jul 21, 2026
WEALTHGARDEN F.S. LLC History No change 3,356 290 0.16% 0.16% 814 0 0.0% Q2 2026 Jul 31, 2026
LFG Wealth Partners, LLC History No change 3,356 290 0.14% 0.14% 815 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,332 287 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 07, 2026
Stone House Investment Management, LLC History No change 3,321 287 0.04% 0.04% 817 0 0.0% Q2 2026 Aug 05, 2026
Portside Wealth Group, LLC History No change 3,314 286 0.03% 0.03% 818 0 0.0% Q2 2026 Jul 14, 2026
Element Wealth, LLC History No change 3,261 281 0.11% 0.11% 819 0 0.0% Q2 2026 Aug 14, 2026
WATERSHED PRIVATE WEALTH LLC History No change 3,257 281 0.08% 0.08% 820 0 0.0% Q2 2026 Jul 17, 2026
Western Wealth Management, LLC History No change 3,229 279 0.01% 0.01% 821 0 0.0% Q2 2026 Aug 14, 2026
Anchor Bay Capital, Inc. History No change 3,410 279 0.15% 0.15% 822 0 0.0% Q2 2026 Aug 11, 2026
Johnson Financial Group, Inc. History No change 3,195 276 0.01% 0.01% 823 0 0.0% Q2 2026 Aug 10, 2026
Keebeck Wealth Management History No change 3,198 276 0.03% 0.03% 824 0 0.0% Q2 2026 Aug 11, 2026
Klaas Financial Asset Advisors, LLC History No change 3,189 275 0.03% 0.03% 825 0 0.0% Q2 2026 Jul 15, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 3,192 275 0.09% 0.09% 826 0 0.0% Q2 2026 Jul 15, 2026
Guardian Partners Inc. History No change 3,175 274 0.02% 0.02% 827 0 0.0% Q2 2026 Jul 29, 2026
HOWARD BAILEY SECURITIES, LLC History No change 3,139 271 0.1% 0.1% 828 0 0.0% Q2 2026 Aug 10, 2026
Steelhead Wealth Management LLC History No change 3,144 271 0.11% 0.11% 829 0 0.0% Q2 2026 Aug 13, 2026
Fonville Wealth Management LLC History No change 3,122 269 0.04% 0.04% 830 0 0.0% Q2 2026 Jul 28, 2026
Bryn Mawr Trust Advisors, LLC History No change 3,110 268 0.01% 0.01% 831 0 0.0% Q2 2026 Aug 03, 2026
Compass Ion Advisors, LLC History No change 3,078 266 0.02% 0.02% 832 0 0.0% Q2 2026 Aug 12, 2026
Robertson Stephens Wealth Management, LLC History No change 3,089 266 0.01% 0.01% 833 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Managment, LLC/ID History No change 3,086 266 0.11% 0.11% 834 0 0.0% Q2 2026 Aug 13, 2026
Tandem Financial, LLC History No change 3,084 266 0.08% 0.08% 835 0 0.0% Q2 2026 Aug 13, 2026
Magnus Financial Group LLC History No change 3,024 261 0.02% 0.02% 836 0 0.0% Q2 2026 Jul 09, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 3,008 259 0.1% 0.1% 837 0 0.0% Q2 2026 Aug 13, 2026
Navis Wealth Advisors, LLC History No change 3,000 259 0.1% 0.1% 838 0 0.0% Q2 2026 Aug 14, 2026
Friedenthal Financial History No change 2,993 258 0.12% 0.12% 839 0 0.0% Q2 2026 Jul 13, 2026
McNaughton Wealth Management, LLC History No change 2,987 258 0.09% 0.09% 840 0 0.0% Q2 2026 Jul 07, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 2,976 257 0.07% 0.07% 841 0 0.0% Q2 2026 Aug 07, 2026
Refined Wealth Management History No change 2,976 257 0.16% 0.16% 842 0 0.0% Q2 2026 Jul 21, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,950 254 0.0% 0.0% 843 0 0.0% Q2 2026 Aug 14, 2026
Quest 10 Wealth Builders, Inc. History No change 2,946 254 0.2% 0.2% 844 0 0.0% Q2 2026 Jul 24, 2026
Golden State Wealth Management, LLC History No change 2,934 253 0.02% 0.02% 845 0 0.0% Q2 2026 Jul 22, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 2,932 253 0.06% 0.06% 846 0 0.0% Q2 2026 Aug 13, 2026
IMG Wealth Management, Inc. History No change 2,892 249 0.14% 0.14% 847 0 0.0% Q2 2026 Aug 07, 2026
Annex Advisory Services, LLC History No change 2,870 248 0.0% 0.0% 848 0 0.0% Q2 2026 Jul 10, 2026
Maia Wealth LLC History No change 2,881 248 0.04% 0.04% 849 0 0.0% Q2 2026 Jul 28, 2026
GK Wealth Management LLC History No change 2,877 248 0.13% 0.13% 850 0 0.0% Q2 2026 Jul 07, 2026
Oxbow Advisors, LLC History No change 2,860 247 0.02% 0.02% 851 0 0.0% Q2 2026 Aug 07, 2026
Busey Bank History No change 2,835 245 0.01% 0.01% 852 0 0.0% Q2 2026 Aug 13, 2026
WORLD EQUITY GROUP, INC. History No change 2,830 244 0.05% 0.05% 853 0 0.0% Q2 2026 Jul 09, 2026
Stokes Family Office, LLC History No change 2,825 244 0.03% 0.03% 854 0 0.0% Q2 2026 Aug 11, 2026
Prostatis Group LLC History No change 2,818 243 0.06% 0.06% 855 0 0.0% Q2 2026 Aug 14, 2026
Cloud Capital Management, LLC History No change 2,815 243 0.09% 0.09% 856 0 0.0% Q2 2026 Aug 13, 2026
Walkner Condon Financial Advisors LLC History No change 2,799 241 0.03% 0.03% 857 0 0.0% Q2 2026 Jul 27, 2026
Murphy & Mullick Capital Management Corp History No change 2,791 241 0.15% 0.15% 858 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 2,781 240 0.01% 0.01% 859 0 0.0% Q2 2026 Jul 28, 2026
Belpointe Asset Management LLC History No change 2,783 240 0.01% 0.01% 860 0 0.0% Q2 2026 Jul 31, 2026
Cadent Capital Advisors, LLC History No change 2,778 240 0.05% 0.05% 861 0 0.0% Q2 2026 Jul 13, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 2,779 240 0.2% 0.2% 862 0 0.0% Q2 2026 Aug 03, 2026
Sequoia Financial Advisors, LLC History No change 2,755 238 0.0% 0.0% 863 0 0.0% Q2 2026 Jul 17, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 2,764 238 0.11% 0.11% 864 0 0.0% Q2 2026 Aug 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,722 235 0.01% 0.01% 865 0 0.0% Q2 2026 Jul 21, 2026
ENTREWEALTH, LLC History No change 2,854 235 0.09% 0.09% 866 0 0.0% Q2 2026 Aug 13, 2026
Swan Global Investments, LLC History No change 2,700 233 0.01% 0.01% 867 0 0.0% Q2 2026 Aug 11, 2026
Rice Partnership, LLC History No change 2,696 232 0.03% 0.03% 868 0 0.0% Q2 2026 Jul 29, 2026
Van Diest Capital, LLC History No change 2,686 232 0.21% 0.21% 869 0 0.0% Q2 2026 Aug 04, 2026
D.B. Root & Company, LLC History No change 2,627 227 0.05% 0.05% 870 0 0.0% Q2 2026 Aug 13, 2026
Centric Wealth Management History No change 2,674 227 0.04% 0.04% 871 0 0.0% Q2 2026 Aug 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,608 225 0.06% 0.06% 872 0 0.0% Q2 2026 Jul 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 2,605 225 0.16% 0.16% 873 0 0.0% Q2 2026 Jul 24, 2026
Weaver Consulting Group History New 2,884 224 0.04% — 875 +2,884 New Q3 2026 Oct 07, 2026
Clear Harbor Asset Management, LLC History No change 2,599 224 0.01% 0.01% 874 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 2,599 222 0.0% 0.0% 876 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Bancorp, Inc. History No change 2,574 222 0.06% 0.06% 877 0 0.0% Q2 2026 Jul 28, 2026
Lantern Wealth Advisors, LLC History No change 2,576 222 0.1% 0.1% 878 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 2,541 222 0.01% 0.01% 879 0 0.0% Q2 2026 Aug 12, 2026
Alteri Wealth LLC History No change 2,575 222 0.06% 0.06% 880 0 0.0% Q2 2026 Jul 29, 2026
Argent Advisors, Inc. History No change 2,565 221 0.06% 0.06% 881 0 0.0% Q2 2026 Aug 05, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 2,567 221 0.09% 0.09% 882 0 0.0% Q2 2026 Jul 24, 2026
Rathbones Group PLC History No change 2,517 217 0.0% 0.0% 883 0 0.0% Q2 2026 Jul 23, 2026
DEARBORN PARTNERS LLC History No change 2,500 216 0.01% 0.01% 884 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,511 216 0.02% 0.02% 885 0 0.0% Q2 2026 Aug 07, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 2,475 213 0.08% 0.08% 886 0 0.0% Q2 2026 Aug 07, 2026
SPROTT INC. History No change 2,450 211 0.01% 0.01% 887 0 0.0% Q2 2026 Jul 28, 2026
Hudock, Inc. History No change 2,432 210 0.03% 0.03% 888 0 0.0% Q2 2026 Jul 31, 2026
Twele Capital Management, Inc. History No change 2,411 208 0.03% 0.03% 889 0 0.0% Q2 2026 Jul 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,416 208 0.02% 0.02% 890 0 0.0% Q2 2026 Aug 11, 2026
Sovereign Financial Group, Inc. History No change 2,370 204 0.03% 0.03% 891 0 0.0% Q2 2026 Jul 24, 2026
NWF Advisory Services Inc. History No change 2,370 204 0.02% 0.02% 892 0 0.0% Q2 2026 Jul 29, 2026
Balboa Wealth Partners History No change 2,349 203 0.03% 0.03% 893 0 0.0% Q2 2026 Aug 10, 2026
Canandaigua National Trust Co of Florida History New 2,600 202 0.11% — 896 +2,600 New Q3 2026 Oct 07, 2026
DAVIDSON TRUST CO History No change 2,344 202 0.08% 0.08% 894 0 0.0% Q2 2026 Jul 29, 2026
iA Global Asset Management Inc. History No change 2,338 202 0.0% 0.0% 895 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,316 200 0.0% 0.0% 897 0 0.0% Q2 2026 Jul 23, 2026
One Capital Management, LLC History No change 2,310 200 0.01% 0.01% 898 0 0.0% Q2 2026 Aug 13, 2026
Morling Financial Advisors, LLC History No change 2,175 187 0.05% 0.05% 899 0 0.0% Q2 2026 Aug 06, 2026
Pflug Koory, LLC History No change 2,109 182 0.07% 0.07% 900 0 0.0% Q2 2026 Jul 21, 2026
Gen-Wealth Partners Inc History No change 2,040 176 0.05% 0.05% 901 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 1,999 172 0.0% 0.0% 902 0 0.0% Q2 2026 Jul 21, 2026
Pingora Partners LLC History No change 2,000 172 0.1% 0.1% 903 0 0.0% Q2 2026 Aug 14, 2026
Quarry LP History No change 1,940 167 0.01% 0.01% 904 0 0.0% Q2 2026 Aug 14, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,898 164 0.04% 0.04% 905 0 0.0% Q2 2026 Jul 08, 2026
Caldwell Trust Co History No change 1,876 162 0.01% 0.01% 906 0 0.0% Q2 2026 Aug 03, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1,772 153 0.05% 0.05% 907 0 0.0% Q2 2026 Jul 17, 2026
Copia Wealth Management History No change 1,760 152 0.09% 0.09% 908 0 0.0% Q2 2026 Aug 17, 2026
Allied Private Wealth LLC History No change 1,809 152 0.1% 0.1% 909 0 0.0% Q2 2026 Jul 09, 2026
Advisors Asset Management, Inc. History No change 1,692 146 0.0% 0.0% 910 0 0.0% Q2 2026 Aug 13, 2026
Lloyd Advisory Services, LLC. History No change 1,665 143 0.06% 0.06% 911 0 0.0% Q2 2026 Aug 07, 2026
Union Bancaire Privee, UBP SA History No change 2,000 141 0.0% 0.0% 912 0 0.0% Q2 2026 Jul 16, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,595 137 0.03% 0.03% 913 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 1,580 136 0.01% 0.01% 914 0 0.0% Q2 2026 Jul 21, 2026
Continuum Advisory, LLC History No change 1,575 136 0.01% 0.01% 915 0 0.0% Q2 2026 Aug 06, 2026
HOWE & RUSLING INC History No change 1,530 132 0.01% 0.01% 916 0 0.0% Q2 2026 Aug 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,516 129 0.01% 0.01% 917 0 0.0% Q2 2026 Jul 22, 2026
BALLAST ADVISORS LLC History No change 1,325 114 0.03% 0.03% 918 0 0.0% Q2 2026 Aug 12, 2026
Kings Path Partners LLC History No change 1,303 112 0.03% 0.03% 919 0 0.0% Q2 2026 Jul 14, 2026
Capital Investment Advisory Services, LLC History No change 1,268 109 0.01% 0.01% 920 0 0.0% Q2 2026 Jul 23, 2026
Fairscale Capital, LLC History No change 1,220 105 0.06% 0.06% 921 0 0.0% Q2 2026 Aug 07, 2026
AdvisorNet Financial, Inc History No change 1,205 104 0.0% 0.0% 922 0 0.0% Q2 2026 Jul 23, 2026
Godfrey Financial Associates, Inc. History No change 1,162 100 0.08% 0.08% 923 0 0.0% Q2 2026 Aug 11, 2026
Medallion Wealth Advisors, LLC History No change 1,152 99 0.03% 0.03% 924 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,100 95 0.0% 0.0% 925 0 0.0% Q2 2026 Aug 06, 2026
Networth Advisors, LLC History No change 1,091 94 0.05% 0.05% 926 0 0.0% Q2 2026 Jul 22, 2026
Buck Wealth Strategies, LLC History No change 1,069 92 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 30, 2026
Fourth Dimension Wealth, LLC History No change 1,049 90 0.03% 0.03% 928 0 0.0% Q2 2026 Jul 31, 2026
Financial Perspectives, Inc History No change 1,037 89 0.02% 0.02% 929 0 0.0% Q2 2026 Jul 24, 2026
Reyes Financial Architecture, Inc. History No change 1,033 89 0.05% 0.05% 930 0 0.0% Q2 2026 Jul 16, 2026
Finley Financial, LLC History No change 1,040 89 0.04% 0.04% 931 0 0.0% Q2 2026 Jul 08, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,000 86 0.0% 0.0% 932 0 0.0% Q2 2026 Aug 12, 2026
Q Fund Management (Hong Kong) Ltd History No change 1,000 86 0.08% 0.08% 933 0 0.0% Q2 2026 Jul 21, 2026
Keating Financial Advisory Services, Inc. History No change 996 86 0.01% 0.01% 934 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 993 85 0.01% 0.01% 935 0 0.0% Q2 2026 Sep 04, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 985 85 0.0% 0.0% 936 0 0.0% Q2 2026 Aug 14, 2026
Harborfront Financial Group LLC History No change 986 85 0.32% 0.32% 937 0 0.0% Q2 2026 Aug 07, 2026
Institute for Wealth Management, LLC. History No change 976 84 0.01% 0.01% 938 0 0.0% Q2 2026 Jul 28, 2026
Vision Retirement, LLC History No change 967 83 0.02% 0.02% 939 0 0.0% Q2 2026 Jul 21, 2026
Dogwood Wealth Management LLC History No change 931 80 0.03% 0.03% 940 0 0.0% Q2 2026 Jul 06, 2026
Concord Wealth Partners History No change 888 76 0.01% 0.01% 941 0 0.0% Q2 2026 Jul 27, 2026
NFSG Corp History No change 839 72 0.01% 0.01% 942 0 0.0% Q2 2026 Aug 14, 2026
BankChampaign, National Association History No change 838 72 0.06% 0.06% 943 0 0.0% Q2 2026 Jul 23, 2026
Glass Jacobson Investment Advisors llc History No change 826 71 0.02% 0.02% 944 0 0.0% Q2 2026 Jul 30, 2026
CX Institutional History Reduced 885 69 0.0% 0.0% 946 -544 -38.07% Q3 2026 Oct 02, 2026
EQUITEC PROPRIETARY MARKETS, LLC History No change 800 69 0.01% 0.01% 945 0 0.0% Q2 2026 Jul 20, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 800 69 0.0% 0.0% 947 0 0.0% Q2 2026 Jul 28, 2026
BAYBAN History No change 804 69 0.05% 0.05% 948 0 0.0% Q2 2026 Jul 30, 2026
Ancora Advisors LLC History No change 777 67 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 772 66 0.04% 0.04% 950 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Partners, Ltd. History No change 729 62 0.0% 0.0% 951 0 0.0% Q2 2026 Aug 12, 2026
Signature Equity Partners, LLC History No change 657 56 0.03% 0.03% 952 0 0.0% Q2 2026 Jul 30, 2026
Transamerica Financial Advisors, LLC History No change 624 53 0.0% 0.0% 953 0 0.0% Q2 2026 Aug 14, 2026
Core Capital Management & Research, inc. History No change 643 52 0.03% 0.03% 954 0 0.0% Q2 2026 Sep 09, 2026
Mosley Wealth Management History No change 602 52 0.02% 0.02% 955 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Planning Group LLC History No change 615 51 0.01% 0.01% 956 0 0.0% Q2 2026 Jul 29, 2026
SouthState Bank Corp History No change 544 47 0.0% 0.0% 957 0 0.0% Q2 2026 Aug 06, 2026
Pioneer Family Office, LLC History No change 552 47 0.02% 0.02% 958 0 0.0% Q2 2026 Jul 27, 2026
Winthrop Capital Management, LLC History No change 524 45 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Added to 564 43 0.0% 0.0% 961 +518 1126.09% Q3 2026 Oct 01, 2026
FINANCIAL CONSULATE, INC History No change 506 43 0.0% 0.0% 960 0 0.0% Q2 2026 Jul 23, 2026
Game Plan Financial Advisors, LLC History No change 494 42 0.02% 0.02% 962 0 0.0% Q2 2026 Aug 07, 2026
Founders Financial Alliance, LLC History No change 491 42 0.01% 0.01% 963 0 0.0% Q2 2026 Aug 04, 2026
VAN ECK ASSOCIATES CORP History No change 476 41 0.0% 0.0% 964 0 0.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History No change 485 41 0.01% 0.01% 965 0 0.0% Q2 2026 Aug 04, 2026
Provident Wealth Management, LLC History No change 466 40 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 04, 2026
Viewpoint Capital Management LLC History No change 460 39 0.02% 0.02% 967 0 0.0% Q2 2026 Aug 04, 2026
Colonial Trust Co / SC History No change 461 39 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 11, 2026
Clean Yield Group History No change 440 38 0.01% 0.01% 969 0 0.0% Q2 2026 Aug 05, 2026
Cherry Tree Wealth Management, LLC History No change 446 38 0.01% 0.01% 970 0 0.0% Q2 2026 Sep 15, 2026
Harvest Fund Management Co., Ltd History No change 429 37 0.0% 0.0% 971 0 0.0% Q2 2026 Aug 19, 2026
Russell Investments Group, Ltd. History No change 407 35 0.0% 0.0% 972 0 0.0% Q2 2026 Aug 06, 2026
Luminist Capital LLC History No change 403 34 0.04% 0.04% 973 0 0.0% Q2 2026 Aug 07, 2026
EASTERN BANK History No change 420 32 0.0% 0.0% 974 0 0.0% Q3 2026 Oct 05, 2026
REICON WEALTH ADVISORS, LLC History No change 380 32 0.02% 0.02% 975 0 0.0% Q2 2026 Jul 29, 2026
BOKF, NA History No change 365 31 0.0% 0.0% 976 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 343 29 0.0% 0.0% 977 0 0.0% Q2 2026 Aug 11, 2026
TSFG, LLC History No change 310 27 0.0% 0.0% 978 0 0.0% Q2 2026 Jul 23, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 319 27 0.01% 0.01% 979 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History No change 336 26 0.0% 0.0% 980 0 0.0% Q3 2026 Oct 05, 2026
Salomon & Ludwin, LLC History No change 314 26 0.0% 0.0% 981 0 0.0% Q2 2026 Aug 07, 2026
Pacifica Partners Inc. History No change 307 26 0.01% 0.01% 982 0 0.0% Q2 2026 Jul 13, 2026
BARRETT & COMPANY, INC. History No change 286 24 0.01% 0.01% 983 0 0.0% Q2 2026 Jul 24, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 287 24 0.0% 0.0% 984 0 0.0% Q2 2026 Jul 27, 2026
Roxbury Financial LLC History New 300 23 0.02% — 988 +300 New Q3 2026 Oct 01, 2026
Glassman Wealth Services History No change 275 23 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 270 23 0.0% 0.0% 986 0 0.0% Q2 2026 Jul 20, 2026
KERR FINANCIAL PLANNING Corp History No change 270 23 0.03% 0.03% 987 0 0.0% Q2 2026 Jul 02, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 265 22 0.0% 0.0% 989 0 0.0% Q2 2026 Jul 13, 2026
Winch Advisory Services, LLC History No change 249 21 0.0% 0.0% 990 0 0.0% Q2 2026 Aug 06, 2026
MidFirst Bank History No change 254 21 0.0% 0.0% 991 0 0.0% Q2 2026 Aug 07, 2026
Lavaca Capital LLC History No change 242 20 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 14, 2026
Synergy Investment Management, LLC History No change 231 20 0.0% 0.0% 993 0 0.0% Q2 2026 Aug 14, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 230 19 0.01% 0.01% 994 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 212 18 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 23, 2026
West Branch Capital LLC History No change 213 18 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 10, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 214 18 0.01% 0.01% 997 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 210 17 0.0% 0.0% 998 0 0.0% Q2 2026 Jul 27, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 202 17 0.01% 0.01% 999 0 0.0% Q2 2026 Jul 20, 2026
Peachtree Investment Partners, LLC History No change 200 17 0.01% 0.01% 1000 0 0.0% Q2 2026 Aug 06, 2026
ST GERMAIN D J CO INC History No change 192 16 0.0% 0.0% 1001 0 0.0% Q2 2026 Jul 21, 2026
Coastline Trust Co History No change 207 16 0.0% 0.0% 1002 0 0.0% Q3 2026 Oct 01, 2026
Investors Research Corp History No change 217 16 0.0% 0.0% 1003 0 0.0% Q3 2026 Oct 07, 2026
Cardinal Strategic Wealth Guidance History No change 194 16 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 30, 2026
Ascentis Wealth Management, LLC History No change 190 16 0.0% 0.0% 1005 0 0.0% Q2 2026 Jul 30, 2026
FAS Wealth Partners, Inc. History No change 180 15 0.0% 0.0% 1006 0 0.0% Q2 2026 Jul 29, 2026
RHL GROUP, LLC History No change 185 15 0.01% 0.01% 1007 0 0.0% Q2 2026 Aug 03, 2026
Axiom Investment Management LLC History No change 170 14 0.01% 0.01% 1008 0 0.0% Q2 2026 Jul 30, 2026
Hurley Capital, LLC History No change 166 14 0.01% 0.01% 1009 0 0.0% Q2 2026 Aug 10, 2026
Signature Resources Capital Management, LLC History No change 171 14 0.01% 0.01% 1010 0 0.0% Q2 2026 Jul 13, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 90 14 0.02% 0.02% 1011 0 0.0% Q2 2026 Jul 27, 2026
Frazier Financial Advisors, LLC History No change 153 13 0.01% 0.01% 1012 0 0.0% Q2 2026 Aug 10, 2026
Tradewinds Capital Management, LLC History No change 140 12 0.0% 0.0% 1013 0 0.0% Q2 2026 Jul 23, 2026
EPG Wealth Management LLC History No change 142 12 0.0% 0.0% 1014 0 0.0% Q2 2026 Jul 28, 2026
Timbuktu Capital Management, LLC History No change 148 12 0.02% 0.02% 1015 0 0.0% Q2 2026 Aug 13, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 132 11 0.0% 0.0% 1016 0 0.0% Q2 2026 Jul 29, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 135 11 0.0% 0.0% 1017 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 136 11 0.0% 0.0% 1018 0 0.0% Q2 2026 Jul 23, 2026
WealthCollab, LLC History No change 131 11 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 10, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 133 10 0.0% 0.04% 1020 -5,068 -97.44% Q3 2026 Oct 08, 2026
CKW FINANCIAL GROUP History No change 116 10 0.0% 0.0% 1021 0 0.0% Q2 2026 Jul 24, 2026
Key Capital Management, INC History No change 117 10 0.01% 0.01% 1022 0 0.0% Q2 2026 Jul 27, 2026
MONTAG A & ASSOCIATES INC History No change 93 8 0.0% 0.0% 1023 0 0.0% Q2 2026 Aug 05, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 100 8 0.0% 0.0% 1024 0 0.0% Q2 2026 Aug 13, 2026
Robinswood Financial LLC History No change 94 8 0.0% 0.0% 1025 0 0.0% Q2 2026 Jul 14, 2026
Rosenberg Matthew Hamilton History No change 99 7 0.0% 0.0% 1026 0 0.0% Q3 2026 Oct 05, 2026
Atlantic Private Wealth, LLC History No change 88 7 0.0% 0.0% 1027 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 91 7 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History No change 75 6 0.0% 0.0% 1029 0 0.0% Q2 2026 Aug 04, 2026
TOMPKINS FINANCIAL CORP History No change 85 6 0.0% 0.0% 1030 0 0.0% Q3 2026 Oct 05, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 73 6 0.0% 0.0% 1031 0 0.0% Q2 2026 Aug 04, 2026
Archer Investment Corp History No change 79 6 0.0% 0.0% 1032 0 0.0% Q2 2026 Aug 03, 2026
DHJJ Financial Advisors, Ltd. History No change 70 6 0.0% 0.0% 1033 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Union Bankshares Corp History No change 64 5 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 11, 2026
Independence Bank of Kentucky History No change 63 5 0.0% 0.0% 1035 0 0.0% Q2 2026 Jul 13, 2026
PayPay Securities Corp History No change 63 5 0.12% 0.12% 1036 0 0.0% Q2 2026 Jul 23, 2026
ROGCO, LP History No change 58 5 0.0% 0.0% 1037 0 0.0% Q2 2026 Jul 30, 2026
SYNTAX RESEARCH, INC. History No change 66 5 0.0% 0.0% 1038 0 0.0% Q2 2026 Jul 31, 2026
Aventura Private Wealth, LLC History No change 64 5 0.0% 0.0% 1039 0 0.0% Q2 2026 Jul 15, 2026
McMillan Office, Inc. History No change 65 5 0.0% 0.0% 1040 0 0.0% Q2 2026 Aug 13, 2026
Paladin Partners, LLC History No change 70 5 0.0% 0.0% 1041 0 0.0% Q3 2026 Oct 06, 2026
GILL CAPITAL PARTNERS, LLC History No change 56 4 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 20, 2026
First Bancorp, Inc /ME/ History No change 55 4 0.0% 0.0% 1043 0 0.0% Q2 2026 Aug 11, 2026
Asset Dedication, LLC History No change 53 4 0.0% 0.0% 1044 0 0.0% Q2 2026 Jul 30, 2026
Anchor Investment Management, LLC History No change 48 4 0.0% 0.0% 1045 0 0.0% Q2 2026 Sep 15, 2026
CBIZ Investment Advisory Services, LLC History No change 46 4 0.0% 0.0% 1046 0 0.0% Q2 2026 Aug 13, 2026
NWK Group, Inc. History No change 53 4 0.0% 0.0% 1047 0 0.0% Q2 2026 Aug 10, 2026
RMG Wealth Management LLC History No change 50 4 0.0% 0.0% 1048 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 55 4 0.0% 0.0% 1049 0 0.0% Q2 2026 Aug 14, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 40 3 0.0% 0.0% 1050 0 0.0% Q2 2026 Jul 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 40 3 0.0% 0.0% 1051 0 0.0% Q2 2026 Jul 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 45 3 0.0% 0.0% 1052 0 0.0% Q2 2026 Jul 24, 2026
one8zero8, LLC History No change 37 3 0.0% 0.0% 1053 0 0.0% Q2 2026 Aug 10, 2026
Hilton Head Capital Partners, LLC History No change 37 3 0.0% 0.0% 1054 0 0.0% Q2 2026 Jul 27, 2026
GoalVest Advisory LLC History New 32 2 0.0% — 1070 +32 New Q3 2026 Oct 02, 2026
VANGUARD ADVISERS INC History No change 31 2 0.0% 0.0% 1055 0 0.0% Q2 2026 Aug 13, 2026
Advanced Asset Management Advisors Inc History No change 25 2 0.0% 0.0% 1056 0 0.0% Q2 2026 Jul 16, 2026
COUNTRY TRUST BANK History No change 33 2 0.0% 0.0% 1057 0 0.0% Q2 2026 Jul 15, 2026
Hanson & Doremus Investment Management History No change 18 2 0.0% 0.0% 1058 0 0.0% Q2 2026 Jul 29, 2026
USA FINANCIAL FORMULAS History No change 28 2 0.0% 0.0% 1059 0 0.0% Q2 2026 Aug 04, 2026
BFSG, LLC History No change 28 2 0.0% 0.0% 1060 0 0.0% Q2 2026 Jul 20, 2026
Wagner Wealth Management, LLC History No change 24 2 0.0% 0.0% 1061 0 0.0% Q2 2026 Jul 24, 2026
Centerpoint Advisors, LLC History No change 18 2 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 05, 2026
LifeSteps Financial, Inc. History No change 28 2 0.0% 0.0% 1063 0 0.0% Q2 2026 Jul 17, 2026
Glen Eagle Advisors, LLC History No change 28 2 0.0% 0.0% 1064 0 0.0% Q2 2026 Aug 14, 2026
Nvest Wealth Strategies, Inc. History No change 27 2 0.0% 0.0% 1065 0 0.0% Q2 2026 Jul 10, 2026
Birchwood Financial Partners, Inc. History No change 31 2 0.0% 0.0% 1066 0 0.0% Q2 2026 Aug 06, 2026
Oakmont Advisory Group, LLC History No change 27 2 0.0% 0.0% 1067 0 0.0% Q2 2026 Aug 03, 2026
NorthAvenue LLC History No change 24 2 0.0% 0.0% 1068 0 0.0% Q2 2026 Jul 21, 2026
TIAA Wealth Investment Management LLC History No change 29 2 0.0% 0.0% 1069 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 8 1 0.0% 0.0% 1071 0 0.0% Q2 2026 Aug 12, 2026
Financial Gravity Companies, Inc. History No change 17 1 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 05, 2026
Cypress Capital Management LLC (WY) History No change 13 1 0.0% 0.0% 1073 0 0.0% Q2 2026 Aug 06, 2026
Cedar Mountain Advisors, LLC History No change 20 1 0.0% 0.0% 1074 0 0.0% Q2 2026 Jul 02, 2026
Investment Research & Advisory Group, Inc. History No change 12 1 0.0% 0.0% 1075 0 0.0% Q2 2026 Jul 23, 2026
Operose Advisors LLC History No change 12 1 0.0% 0.0% 1076 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 8 1 0.0% 0.0% 1077 0 0.0% Q2 2026 Aug 07, 2026
WEST PACES ADVISORS INC. History No change 17 1 0.0% 0.0% 1078 0 0.0% Q2 2026 Jul 17, 2026
Tidemark, LLC History No change 22 1 0.0% 0.0% 1079 0 0.0% Q2 2026 Aug 10, 2026
Nova Wealth Management, Inc. History No change 20 1 0.0% 0.0% 1080 0 0.0% Q2 2026 Jul 13, 2026
Catherine Avery Investment Management LLC History No change 12 1 0.0% 0.0% 1081 0 0.0% Q2 2026 Jul 27, 2026
Kaydan Wealth Management, Inc. History Closed out 0 0 — 1.65% — -62,541 -100.0% Q3 2026 Oct 08, 2026
Stonebridge Financial Group, LLC History Closed out 0 0 — 0.02% — -2,500 -100.0% Q3 2026 Oct 01, 2026
Olistico Wealth, LLC History Closed out 0 0 — 0.0% — -70 -100.0% Q3 2026 Oct 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Indiana Trust & Investment Management Co History No change 2 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Darwin Wealth Management, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Nalls Sherbakoff Group, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Avion Wealth History No change 6 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Banque Cantonale Vaudoise History No change 3,060 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Sage Mountain Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Hoese & Co LLP History No change 1 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Quent Capital, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
SWAN Capital LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Imprint Wealth LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
New Republic Capital, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Retirement Wealth Solutions LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 07, 2026
Comprehensive Financial Planning, Inc./PA History No change 8 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Kilter Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisor Network LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026