iSHARES TRUST - USHY

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
JONES FINANCIAL COMPANIES LLLP History No change 102,450,126 3,785,532 1.52% 1.52% 1 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 71,640,220 2,652,120 0.43% 0.43% 2 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL PLC History No change 64,814,347 2,399,427 13.07% 13.07% 3 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 42,060,397 1,557,075 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 31,773,821 1,176,266 0.14% 0.14% 5 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 26,025,924 963,479 0.12% 0.12% 6 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 23,595,060 873,489 0.08% 0.08% 7 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 21,726,225 804,304 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 20,479,608 758,155 0.21% 0.21% 9 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 16,319,051 604,131 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 13, 2026
Japan Science & Technology Agency History No change 14,319,906 530,122 10.03% 10.03% 11 0 0.0% Q2 2026 Jul 30, 2026
Ilmarinen Mutual Pension Insurance Co History No change 14,110,000 522,352 3.53% 3.53% 12 0 0.0% Q2 2026 Aug 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 13,205,000 488,849 3.06% 3.06% 13 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 11,355,800 420,505 2.81% 2.81% 14 0 0.0% Q2 2026 Aug 10, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 10,057,165 372,316 0.53% 0.53% 15 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 9,683,034 358,465 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 8,646,000 320,074 3.75% 3.75% 17 0 0.0% Q2 2026 Aug 12, 2026
Ocean Park Asset Management, LLC History No change 8,293,739 307,034 14.79% 14.79% 18 0 0.0% Q2 2026 Jul 09, 2026
ROYAL BANK OF CANADA History No change 7,291,228 269,920 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 6,458,499 239,093 0.06% 0.06% 20 0 0.0% Q2 2026 Sep 23, 2026
JANE STREET GROUP, LLC History No change 6,021,477 222,915 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 5,954,526 220,437 0.37% 0.37% 22 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 5,521,305 204,398 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 5,325,021 197,132 0.1% 0.1% 24 0 0.0% Q2 2026 Aug 04, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,287,519 195,743 0.67% 0.67% 25 0 0.0% Q2 2026 Aug 10, 2026
NEPC LLC History No change 5,230,809 193,644 3.61% 3.61% 26 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,210,289 192,884 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 13, 2026
TOEWS CORP /ADV History No change 5,163,600 191,156 27.88% 27.88% 28 0 0.0% Q2 2026 Aug 10, 2026
Polianta Ltd History No change 4,835,000 178,991 22.13% 22.13% 29 0 0.0% Q2 2026 Jul 08, 2026
JPMORGAN CHASE & CO History No change 4,718,882 174,740 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 12, 2026
iA Global Asset Management Inc. History No change 4,586,295 169,785 2.02% 2.02% 31 0 0.0% Q2 2026 Jul 29, 2026
SigFig Wealth Management, LLC History No change 3,203,583 118,628 3.14% 3.14% 32 0 0.0% Q2 2026 Jul 07, 2026
Counterpoint Mutual Funds LLC History No change 3,034,468 112,336 11.11% 11.11% 33 0 0.0% Q2 2026 Jul 20, 2026
Allspring Global Investments Holdings, LLC History No change 3,018,362 111,422 0.17% 0.17% 34 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 2,843,829 105,278 1.05% 1.05% 35 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 2,731,157 101,107 0.12% 0.12% 36 0 0.0% Q2 2026 Jul 28, 2026
One Capital Management, LLC History No change 2,610,139 96,157 2.67% 2.67% 37 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 2,522,363 93,377 0.16% 0.16% 38 0 0.0% Q2 2026 Jul 30, 2026
NATIXIS ADVISORS, LLC History No change 2,222,793 82,287 0.09% 0.09% 39 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 2,210,463 81,831 0.1% 0.1% 40 0 0.0% Q2 2026 Aug 14, 2026
1832 Asset Management L.P. History No change 2,207,160 81,709 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 13, 2026
Kensington Asset Management, LLC History No change 2,140,983 79,259 4.32% 4.32% 42 0 0.0% Q2 2026 Aug 12, 2026
Elo Mutual Pension Insurance Co History No change 2,096,382 77,608 1.0% 1.0% 43 0 0.0% Q2 2026 Aug 13, 2026
South Dakota Investment Council History No change 2,006,500 74,281 1.27% 1.27% 44 0 0.0% Q2 2026 Aug 11, 2026
NEOS Investment Management LLC History No change 1,940,278 71,422 0.26% 0.26% 45 0 0.0% Q2 2026 Aug 11, 2026
Betterment LLC History No change 1,909,046 70,673 0.12% 0.12% 46 0 0.0% Q2 2026 Aug 14, 2026
REBALANCE, LLC History No change 1,907,564 70,618 3.7% 3.7% 47 0 0.0% Q2 2026 Jul 16, 2026
Ninety One UK Ltd History No change 1,867,507 69,135 0.15% 0.15% 48 0 0.0% Q2 2026 Jul 16, 2026
Bank of New York Mellon Corp History No change 1,635,033 60,528 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 06, 2026
Bricktown Capital, LLC History No change 1,605,073 59,419 10.74% 10.74% 50 0 0.0% Q2 2026 Jul 15, 2026
Liberty Mutual Group Asset Management Inc. History No change 1,485,000 54,974 4.8% 4.8% 51 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,475,495 54,622 0.07% 0.07% 52 0 0.0% Q2 2026 Aug 19, 2026
SHENKMAN CAPITAL MANAGEMENT INC History No change 1,363,449 51,547 7.15% 7.15% 53 0 0.0% Q2 2026 Aug 10, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,377,743 51,004 1.36% 1.36% 54 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 1,369,649 50,704 0.07% 0.07% 55 0 0.0% Q2 2026 Aug 12, 2026
FACTORY MUTUAL INSURANCE CO History No change 1,355,000 50,162 0.47% 0.47% 56 0 0.0% Q2 2026 Jul 21, 2026
Wealthfront Advisers LLC History No change 1,354,616 50,147 0.1% 0.1% 57 0 0.0% Q2 2026 Aug 07, 2026
SUMITOMO LIFE INSURANCE CO History No change 1,300,000 48,126 0.79% 0.79% 58 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 1,282,817 47,494 0.06% 0.06% 59 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 1,237,359 45,807 0.05% 0.05% 60 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,208,206 44,728 0.1% 0.1% 61 0 0.0% Q2 2026 Jul 27, 2026
Koss-Olinger Consulting, LLC History No change 1,183,714 43,821 3.38% 3.38% 62 0 0.0% Q2 2026 Aug 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,183,111 43,798 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
DSC Meridian Capital LP History No change 1,181,455 43,737 10.24% 10.24% 64 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,140,833 42,233 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 1,118,656 41,412 0.29% 0.29% 66 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 1,115,267 41,287 0.4% 0.4% 67 0 0.0% Q2 2026 Aug 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,104,392 40,884 0.65% 0.65% 68 0 0.0% Q2 2026 Jul 28, 2026
Capital Asset Advisory Services LLC History No change 1,051,627 38,931 1.41% 1.41% 69 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 1,043,544 38,631 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 12, 2026
KING STREET CAPITAL MANAGEMENT, L.P. History No change 999,000 36,982 19.5% 19.5% 71 0 0.0% Q2 2026 Aug 14, 2026
Roberts Financial Services LLC History No change 997,955 36,944 10.82% 10.82% 72 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 978,459 36,222 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 12, 2026
First Command Advisory Services, Inc. History No change 930,168 34,434 0.2% 0.2% 74 0 0.0% Q2 2026 Aug 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 896,486 33,187 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
BARINGS LLC History No change 886,891 32,832 0.58% 0.58% 76 0 0.0% Q2 2026 Aug 07, 2026
Chandler Asset Management, Inc. History No change 846,780 31,347 4.42% 4.42% 77 0 0.0% Q2 2026 Aug 07, 2026
Prestige Wealth Management Group LLC History No change 818,912 30,316 5.5% 5.5% 78 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 800,000 29,616 0.1% 0.1% 79 0 0.0% Q2 2026 Aug 04, 2026
Financial Management Professionals, Inc. History No change 703,698 26,050 2.47% 2.47% 80 0 0.0% Q2 2026 Jul 09, 2026
Santa Clara Valley Transportation Authority History No change 699,249 25,886 20.05% 20.05% 81 0 0.0% Q2 2026 Aug 12, 2026
Stockman Wealth Management, Inc. History No change 694,160 25,697 2.66% 2.66% 82 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 685,069 25,361 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 12, 2026
MANNING & NAPIER ADVISORS LLC History No change 661,379 24,490 0.31% 0.31% 84 0 0.0% Q2 2026 Aug 13, 2026
Baker Avenue Asset Management, LP History No change 659,551 24,416 0.46% 0.46% 85 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 628,181 23,255 0.22% 0.22% 86 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 622,914 23,019 0.14% 0.14% 87 0 0.0% Q2 2026 Aug 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 619,568 22,936 0.05% 0.05% 88 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 616,162 22,810 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 12, 2026
Keeler Thomas Management LLC History No change 608,569 22,529 7.99% 7.99% 90 0 0.0% Q2 2026 Jul 29, 2026
Alaska Permanent Fund Corp History No change 576,619 21,346 1.41% 1.41% 91 0 0.0% Q2 2026 Aug 24, 2026
Allegiance Financial Group Advisory Services LLC History No change 568,995 21,064 3.65% 3.65% 92 0 0.0% Q2 2026 Jul 27, 2026
Optiver Holding B.V. History No change 550,418 20,376 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 542,963 20,081 0.08% 0.08% 94 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History No change 531,621 19,600 0.54% 0.54% 95 0 0.0% Q2 2026 Jul 13, 2026
AMERIPRISE FINANCIAL INC History No change 516,260 19,112 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
1607 Capital Partners, LLC History No change 500,400 18,524 1.61% 1.61% 97 0 0.0% Q2 2026 Sep 02, 2026
CVS HEALTH Corp History No change 478,100 17,699 7.86% 7.86% 98 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 473,656 17,449 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
Greystone Financial Group, LLC History No change 461,319 17,078 4.77% 4.77% 100 0 0.0% Q2 2026 Jul 28, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 453,959 16,805 1.23% 1.23% 101 0 0.0% Q2 2026 Aug 03, 2026
Trajan Wealth LLC History No change 449,370 16,635 0.63% 0.63% 102 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 419,032 15,512 0.02% 0.02% 103 0 0.0% Q2 2026 Jul 29, 2026
Nuveen, LLC History No change 409,081 15,397 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Group, LLC History No change 408,392 15,118 3.08% 3.08% 105 0 0.0% Q2 2026 Aug 04, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 392,600 14,537 5.02% 5.02% 106 0 0.0% Q2 2026 Jul 15, 2026
CHOREO, LLC History No change 381,671 14,129 0.16% 0.16% 107 0 0.0% Q2 2026 Aug 04, 2026
SEI INVESTMENTS CO History No change 379,214 14,038 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
Silver Point Capital L.P. History No change 377,941 13,991 1.27% 1.27% 109 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 376,828 13,950 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 14, 2026
Destiny Wealth Partners, LLC History No change 369,017 13,572 1.91% 1.91% 111 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD SECURITIES, INC. History No change 358,185 13,260 0.76% 0.76% 112 0 0.0% Q2 2026 Jul 15, 2026
Rakuten Investment Management, Inc. History No change 345,178 12,781 0.04% 0.04% 113 0 0.0% Q2 2026 Aug 17, 2026
Grove Bank & Trust History No change 341,672 12,648 1.25% 1.25% 114 0 0.0% Q2 2026 Jul 07, 2026
DEUTSCHE BANK AG\ History No change 335,646 12,425 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 07, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 333,242 12,336 0.06% 0.06% 116 0 0.0% Q2 2026 Jul 17, 2026
FORM Wealth Advisors, LLC History No change 332,238 12,299 1.35% 1.35% 117 0 0.0% Q2 2026 Jul 10, 2026
CNO Financial Group, Inc. History No change 320,000 11,846 6.78% 6.78% 118 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 310,393 11,490 0.1% 0.1% 119 0 0.0% Q2 2026 Jul 27, 2026
JTC Employer Solutions Trustee Ltd History No change 310,219 11,489 0.92% 0.92% 120 0 0.0% Q2 2026 Jul 31, 2026
FC Advisory LLC History No change 300,163 11,112 2.94% 2.94% 121 0 0.0% Q2 2026 Jul 09, 2026
CITIGROUP INC History No change 297,180 11,001 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 03, 2026
Octavia Wealth Advisors, LLC History No change 286,513 10,606 0.92% 0.92% 123 0 0.0% Q2 2026 Jul 14, 2026
Grey Fox Wealth Advisors, LLC History No change 283,961 10,512 1.65% 1.65% 124 0 0.0% Q2 2026 Jul 17, 2026
HOWE & RUSLING INC History No change 269,340 9,970 0.58% 0.58% 125 0 0.0% Q2 2026 Aug 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 262,192 9,706 0.57% 0.57% 126 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Partners, LLC History No change 260,491 9,643 2.17% 2.17% 127 0 0.0% Q2 2026 Jul 22, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 260,361 9,638 0.34% 0.34% 128 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History No change 253,314 9,377 0.28% 0.28% 129 0 0.0% Q2 2026 Aug 03, 2026
OLD MISSION CAPITAL LLC History No change 251,221 9,300 0.15% 0.15% 130 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 250,345 9,267 0.1% 0.1% 131 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 249,155 9,223 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 245,024 9,070 0.06% 0.06% 133 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 237,111 8,777 0.04% 0.04% 134 0 0.0% Q2 2026 Aug 13, 2026
Amicus Financial Advisors, LLC History No change 235,140 8,704 2.14% 2.14% 135 0 0.0% Q2 2026 Jul 20, 2026
Neuberger Berman Group LLC History No change 232,203 8,596 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 227,830 8,434 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 219,046 8,109 0.1% 0.1% 138 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 200,610 7,426 0.19% 0.19% 139 0 0.0% Q2 2026 Aug 07, 2026
Single Point Partners, LLC History No change 199,560 7,387 1.3% 1.3% 140 0 0.0% Q2 2026 Jul 16, 2026
Modern Wealth Management, LLC History No change 196,176 7,262 0.09% 0.09% 141 0 0.0% Q2 2026 Aug 13, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 194,958 7,217 0.72% 0.72% 142 0 0.0% Q2 2026 Jul 31, 2026
CreativeOne Wealth, LLC History No change 193,635 7,168 0.15% 0.15% 143 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 192,692 7,133 0.33% 0.33% 144 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 190,227 7,042 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 12, 2026
Twele Capital Management, Inc. History No change 185,359 6,861 1.12% 1.12% 146 0 0.0% Q2 2026 Jul 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 181,125 6,678 0.01% 0.01% 147 0 0.0% Q2 2026 Jul 15, 2026
CoreCap Advisors, LLC History No change 177,673 6,577 0.19% 0.19% 148 0 0.0% Q2 2026 Jul 06, 2026
World Investment Advisors History No change 176,599 6,507 0.11% 0.11% 149 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 169,302 6,267 0.11% 0.11% 150 0 0.0% Q2 2026 Jul 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 166,378 6,159 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Management, Inc. History No change 165,476 6,125 0.88% 0.88% 152 0 0.0% Q2 2026 Jul 16, 2026
Creative Planning History No change 163,188 6,041 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 159,922 5,920 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 156,232 5,783 0.3% 0.3% 155 0 0.0% Q2 2026 Jul 31, 2026
CITADEL ADVISORS LLC History No change 154,116 5,705 0.0% 0.0% 156 0 0.0% Q2 2026 Sep 02, 2026
Tolleson Wealth Management, Inc. History No change 150,600 5,575 0.75% 0.75% 157 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 151,744 5,553 0.06% 0.06% 158 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 149,782 5,544 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 13, 2026
Aberdeen Group plc History No change 149,055 5,518 0.01% 0.01% 160 0 0.0% Q2 2026 Jul 31, 2026
IFG Advisors, LLC History No change 149,025 5,516 0.76% 0.76% 161 0 0.0% Q2 2026 Jul 22, 2026
Chesapeake Wealth Management History No change 148,097 5,482 1.54% 1.54% 162 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 144,061 5,333 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 04, 2026
Ellevest, Inc. History No change 143,979 5,326 0.63% 0.63% 164 0 0.0% Q2 2026 Aug 10, 2026
49 WEALTH MANAGEMENT, LLC History No change 143,374 5,307 1.01% 1.01% 165 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 143,374 5,307 1.01% 1.01% 166 0 0.0% Q2 2026 Aug 14, 2026
FORTE ASSET MANAGEMENT LLC History No change 136,741 5,062 2.07% 2.07% 167 0 0.0% Q2 2026 Jul 21, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 136,245 5,043 0.58% 0.58% 168 0 0.0% Q2 2026 Aug 14, 2026
Topel & Distasi Wealth Management, LLC History No change 136,122 5,039 2.43% 2.43% 169 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 131,852 4,881 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 07, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 130,816 4,842 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
Proficio Capital Partners LLC History No change 130,060 4,814 0.17% 0.17% 172 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 126,417 4,679 0.04% 0.04% 173 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 126,339 4,677 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 11, 2026
TUCKER ASSET MANAGEMENT LLC History No change 122,883 4,549 1.12% 1.12% 175 0 0.0% Q2 2026 Aug 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 121,579 4,500 0.07% 0.07% 176 0 0.0% Q2 2026 Aug 10, 2026
ALPS ADVISORS INC History No change 121,418 4,494 0.02% 0.02% 177 0 0.0% Q2 2026 Jul 29, 2026
Asset Management One Co., Ltd. History No change 120,103 4,446 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 28, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 119,486 4,405 0.16% 0.16% 179 0 0.0% Q2 2026 Jul 23, 2026
Choate Investment Advisors History No change 118,199 4,375 0.08% 0.08% 180 0 0.0% Q2 2026 Aug 11, 2026
Kathmere Capital Management, LLC History No change 115,486 4,275 0.23% 0.23% 181 0 0.0% Q2 2026 Jul 29, 2026
Financial & Tax Architects, LLC History No change 115,423 4,272 0.9% 0.9% 182 0 0.0% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History No change 113,749 4,211 0.03% 0.03% 183 0 0.0% Q2 2026 Jul 20, 2026
Rockefeller Capital Management L.P. History No change 112,601 4,168 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 111,921 4,143 0.12% 0.12% 185 0 0.0% Q2 2026 Aug 11, 2026
Heritage Family Offices, LLP History No change 111,311 4,120 1.59% 1.59% 186 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 111,311 4,120 1.59% 1.59% 187 0 0.0% Q2 2026 Jul 06, 2026
Counterweight Ventures, LLC History No change 110,966 4,107 2.05% 2.05% 188 0 0.0% Q2 2026 Jul 23, 2026
KINTRA WEALTH, LLC History No change 111,293 4,105 0.21% 0.21% 189 0 0.0% Q2 2026 Aug 14, 2026
Drucker Wealth 3.0, LLC History No change 109,178 4,041 0.64% 0.64% 190 0 0.0% Q2 2026 Jul 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 107,686 3,986 0.47% 0.47% 191 0 0.0% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History No change 101,969 3,774 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 11, 2026
SWS Partners History No change 99,938 3,699 0.8% 0.8% 193 0 0.0% Q2 2026 Aug 03, 2026
THRYVE WEALTH MANAGEMENT LLC History No change 99,853 3,696 2.07% 2.07% 194 0 0.0% Q2 2026 Aug 06, 2026
Collaborative Fund Advisors, LLC History No change 99,140 3,670 2.14% 2.14% 195 0 0.0% Q2 2026 Jul 30, 2026
Marble Wealth, LLC History No change 98,378 3,641 0.56% 0.56% 196 0 0.0% Q2 2026 Aug 07, 2026
American Trust History No change 97,991 3,627 0.28% 0.28% 197 0 0.0% Q2 2026 Aug 14, 2026
BTG Pactual Asset Management US LLC History No change 98,189 3,614 0.22% 0.22% 198 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 97,391 3,605 0.16% 0.16% 199 0 0.0% Q2 2026 Jul 09, 2026
NISA INVESTMENT ADVISORS, LLC History No change 95,389 3,531 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 10, 2026
Angel Oak Capital Advisors, LLC History No change 93,670 3,467 4.37% 4.37% 201 0 0.0% Q2 2026 Aug 12, 2026
DeLarme Wealth Management, Inc. History No change 90,790 3,361 1.95% 1.95% 202 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 90,198 3,339 0.01% 0.01% 203 0 0.0% Q2 2026 Jul 28, 2026
Charles Schwab Trust Co History No change 89,909 3,328 0.19% 0.19% 204 0 0.0% Q2 2026 Jul 10, 2026
Cynosure Group, LLC History No change 88,356 3,270 0.49% 0.49% 205 0 0.0% Q2 2026 Aug 05, 2026
LeConte Wealth Management, LLC History No change 87,800 3,250 1.77% 1.77% 206 0 0.0% Q2 2026 Aug 07, 2026
Sage Advisory Services, Ltd.Co. History No change 87,070 3,223 1.59% 1.59% 207 0 0.0% Q2 2026 Jul 22, 2026
WealthCare Investment Partners, LLC History No change 85,137 3,151 0.77% 0.77% 208 0 0.0% Q2 2026 Aug 10, 2026
Paragon Advisors, LLC History No change 83,767 3,101 0.65% 0.65% 209 0 0.0% Q2 2026 Jul 29, 2026
Peak Planning Group, LLC History No change 83,765 3,100 0.7% 0.7% 210 0 0.0% Q2 2026 Aug 12, 2026
Goldstone Financial Group, LLC History No change 82,283 3,046 0.28% 0.28% 211 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 82,186 3,042 0.03% 0.03% 212 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 81,550 3,018 0.05% 0.05% 213 0 0.0% Q2 2026 Aug 03, 2026
MGO ONE SEVEN LLC History No change 81,104 3,002 0.05% 0.05% 214 0 0.0% Q2 2026 Jul 31, 2026
HighTower Advisors, LLC History No change 80,555 2,982 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Partners, LTD. History No change 80,020 2,962 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 79,304 2,935 0.04% 0.04% 217 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 77,055 2,852 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 76,651 2,837 0.08% 0.08% 219 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 74,184 2,746 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 07, 2026
Sowell Financial Services LLC History No change 73,237 2,711 0.09% 0.09% 221 0 0.0% Q2 2026 Jul 17, 2026
Jefferies Financial Group Inc. History No change 71,905 2,661 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 17, 2026
Leeward Financial Partners, LLC History No change 71,441 2,644 0.69% 0.69% 223 0 0.0% Q2 2026 Aug 06, 2026
Venture Visionary Partners LLC History No change 70,302 2,602 0.07% 0.07% 224 0 0.0% Q2 2026 Jul 27, 2026
Merit Financial Group, LLC History No change 69,783 2,583 0.02% 0.02% 225 0 0.0% Q2 2026 Jul 20, 2026
Trek Financial, LLC History No change 68,859 2,549 0.13% 0.13% 226 0 0.0% Q2 2026 Aug 13, 2026
MASECO LLP History No change 68,740 2,545 0.07% 0.07% 227 0 0.0% Q2 2026 Aug 05, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 67,631 2,503 0.68% 0.68% 228 0 0.0% Q2 2026 Jul 23, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 67,477 2,497 0.14% 0.14% 229 0 0.0% Q2 2026 Jul 29, 2026
Ethos Financial Group, LLC History No change 67,959 2,492 0.17% 0.17% 230 0 0.0% Q2 2026 Aug 07, 2026
Unison Advisors LLC History No change 65,898 2,439 0.17% 0.17% 231 0 0.0% Q2 2026 Jul 22, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 65,453 2,423 0.02% 0.02% 232 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 65,053 2,408 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 13, 2026
Atomic Invest LLC History No change 63,925 2,368 0.21% 0.21% 234 0 0.0% Q2 2026 Sep 25, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 61,700 2,284 1.04% 1.04% 235 0 0.0% Q2 2026 Jul 29, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 60,982 2,257 0.15% 0.15% 236 0 0.0% Q2 2026 Jul 20, 2026
Joel Adams & Associates, Inc. History No change 60,476 2,238 1.44% 1.44% 237 0 0.0% Q2 2026 Aug 06, 2026
Florida Trust Wealth Management Co History No change 60,136 2,226 0.06% 0.06% 238 0 0.0% Q2 2026 Jul 27, 2026
Bragg Financial Advisors, Inc History No change 59,561 2,204 0.06% 0.06% 239 0 0.0% Q2 2026 Aug 12, 2026
Windsor Capital Management, LLC History No change 59,375 2,198 0.57% 0.57% 240 0 0.0% Q2 2026 Jul 08, 2026
HM PAYSON & CO History No change 58,711 2,173 0.03% 0.03% 241 0 0.0% Q2 2026 Jul 17, 2026
Mechanics Bank Trust Department History No change 57,347 2,122 0.26% 0.26% 242 0 0.0% Q2 2026 Jul 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 56,801 2,102 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
GENESIS PRIVATE WEALTH, LLC History No change 55,423 2,051 0.58% 0.58% 244 0 0.0% Q2 2026 Jul 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 54,714 2,025 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
Atlas Legacy Advisors, LLC History No change 53,111 1,966 0.29% 0.29% 246 0 0.0% Q2 2026 Jul 31, 2026
Sovran Advisors, LLC History No change 52,672 1,931 0.14% 0.14% 247 0 0.0% Q2 2026 Jul 29, 2026
SIMON QUICK ADVISORS, LLC History No change 51,823 1,918 0.08% 0.08% 248 0 0.0% Q2 2026 Jul 28, 2026
Verdence Capital Advisors LLC History No change 51,624 1,911 0.1% 0.1% 249 0 0.0% Q2 2026 Jul 29, 2026
BESSEMER GROUP INC History No change 51,470 1,905 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 12, 2026
GUIDANCE CAPITAL, INC History No change 51,538 1,902 0.41% 0.41% 251 0 0.0% Q2 2026 Jul 20, 2026
MISSION WEALTH MANAGEMENT, LP History No change 51,119 1,892 0.02% 0.02% 252 0 0.0% Q2 2026 Jul 20, 2026
Vertex Investment Solutions Co., Ltd. History No change 51,100 1,892 1.28% 1.28% 253 0 0.0% Q2 2026 Jul 15, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 51,012 1,888 0.51% 0.51% 254 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 50,557 1,871 0.02% 0.02% 255 0 0.0% Q2 2026 Jul 28, 2026
Innovative Wealth Building LLC History No change 49,532 1,833 1.06% 1.06% 256 0 0.0% Q2 2026 Jul 23, 2026
State of Wisconsin - Board of Commissioners of Public Lands History No change 48,550 1,797 1.18% 1.18% 257 0 0.0% Q2 2026 Jul 22, 2026
GUGGENHEIM CAPITAL LLC History No change 48,504 1,795 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 12, 2026
RIVERSEDGE ADVISORS, LLC History No change 48,315 1,788 0.24% 0.24% 259 0 0.0% Q2 2026 Jul 16, 2026
High Net Worth Advisory Group LLC History No change 48,312 1,788 0.38% 0.38% 260 0 0.0% Q2 2026 Jul 29, 2026
OneDigital Investment Advisors LLC History No change 48,060 1,779 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 47,827 1,770 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 12, 2026
Union Bancaire Privee, UBP SA History No change 47,000 1,740 0.02% 0.02% 263 0 0.0% Q2 2026 Jul 16, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 46,601 1,725 0.1% 0.1% 264 0 0.0% Q2 2026 Jul 15, 2026
Gotham Asset Management, LLC History No change 45,924 1,700 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 14, 2026
CGN Advisors LLC History No change 45,373 1,679 0.12% 0.12% 266 0 0.0% Q2 2026 Jul 06, 2026
Independent Advisor Alliance History No change 45,024 1,666 0.04% 0.04% 267 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 44,446 1,645 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
Encompass More Asset Management History No change 44,376 1,642 0.24% 0.24% 269 0 0.0% Q2 2026 Jul 14, 2026
M Holdings Securities, Inc. History No change 44,280 1,638 0.22% 0.22% 270 0 0.0% Q2 2026 Aug 11, 2026
VICUS CAPITAL History No change 44,155 1,634 0.11% 0.11% 271 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 43,511 1,610 0.03% 0.03% 272 0 0.0% Q2 2026 Jul 21, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 43,169 1,598 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 14, 2026
Forum Finance Group S.A. History No change 53,263 1,593 0.57% 0.57% 274 0 0.0% Q2 2026 Aug 14, 2026
Tide Cove Capital Partners LLC History No change 42,966 1,581 1.02% 1.02% 275 0 0.0% Q2 2026 Aug 07, 2026
F/m Investments LLC History No change 41,800 1,547 0.08% 0.08% 276 0 0.0% Q2 2026 Aug 05, 2026
Bryn Mawr Trust Advisors, LLC History No change 41,641 1,541 0.07% 0.07% 277 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 40,940 1,515 0.03% 0.03% 278 0 0.0% Q2 2026 Aug 11, 2026
Hexagon Capital Partners LLC History No change 40,041 1,482 0.21% 0.21% 279 0 0.0% Q2 2026 Aug 06, 2026
Bison Wealth, LLC History No change 39,861 1,473 0.14% 0.14% 280 0 0.0% Q2 2026 Jul 07, 2026
Schuylkill Financial LLC History No change 39,499 1,462 1.35% 1.35% 281 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 39,401 1,458 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 39,384 1,457 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 12, 2026
Triad Wealth Partners, LLC History No change 39,552 1,450 0.09% 0.09% 284 0 0.0% Q2 2026 Aug 10, 2026
Barnes Wealth Management Group, Inc History No change 38,703 1,432 0.66% 0.66% 285 0 0.0% Q2 2026 Jul 24, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 38,618 1,429 0.42% 0.42% 286 0 0.0% Q2 2026 Jul 23, 2026
Decker Retirement Planning Inc. History No change 38,552 1,427 0.49% 0.49% 287 0 0.0% Q2 2026 Jul 16, 2026
Kestra Investment Management, LLC History No change 37,800 1,399 0.03% 0.03% 288 0 0.0% Q2 2026 Aug 05, 2026
Braun-Bostich & Associates Inc. History No change 37,129 1,374 0.77% 0.77% 289 0 0.0% Q2 2026 Jul 24, 2026
Janney Montgomery Scott LLC History No change 37,042 1,371 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 05, 2026
AMG National Trust Bank History No change 36,834 1,363 0.03% 0.03% 291 0 0.0% Q2 2026 Aug 06, 2026
Chicago Partners Investment Group LLC History No change 36,898 1,352 0.03% 0.03% 292 0 0.0% Q2 2026 Jul 29, 2026
Atria Investments, Inc History No change 35,181 1,302 0.01% 0.01% 293 0 0.0% Q2 2026 Jul 28, 2026
Kingsview Wealth Management, LLC History No change 35,001 1,295 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 18, 2026
Y.D. More Investments Ltd History No change 34,775 1,287 0.04% 0.04% 295 0 0.0% Q2 2026 Aug 05, 2026
XY Planning Network, Inc. History No change 33,791 1,250 0.16% 0.16% 296 0 0.0% Q2 2026 Jul 14, 2026
Silver Grove Financial Group, Inc. History No change 33,778 1,250 0.68% 0.68% 297 0 0.0% Q2 2026 Aug 13, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 33,701 1,247 0.15% 0.15% 298 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 33,263 1,231 0.01% 0.01% 299 0 0.0% Q2 2026 Jul 15, 2026
BENJAMIN EDWARDS INC History No change 32,885 1,217 0.01% 0.01% 300 0 0.0% Q2 2026 Jul 24, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 32,881 1,217 0.32% 0.32% 301 0 0.0% Q2 2026 Jul 27, 2026
Pinion Investment Advisors, LLC History No change 32,726 1,211 0.23% 0.23% 302 0 0.0% Q2 2026 Aug 06, 2026
Vestwell Advisors, LLC History No change 32,052 1,186 0.28% 0.28% 303 0 0.0% Q2 2026 Aug 13, 2026
CONDOR CAPITAL MANAGEMENT History No change 30,869 1,142 0.09% 0.09% 304 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 30,606 1,133 0.03% 0.03% 305 0 0.0% Q2 2026 Aug 05, 2026
Venturi Wealth Management, LLC History No change 30,448 1,127 0.04% 0.04% 306 0 0.0% Q2 2026 Jul 20, 2026
Argent Trust Co History No change 30,066 1,113 0.03% 0.03% 307 0 0.0% Q2 2026 Aug 06, 2026
Frontier Asset Management, LLC History No change 29,823 1,104 0.2% 0.2% 308 0 0.0% Q2 2026 Aug 06, 2026
Allie Family Office LLC History No change 29,522 1,092 0.4% 0.4% 309 0 0.0% Q2 2026 Oct 02, 2026
Investor's Fiduciary Advisor Network, LLC History No change 29,491 1,091 0.37% 0.37% 310 0 0.0% Q2 2026 Aug 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 29,135 1,078 0.1% 0.1% 311 0 0.0% Q2 2026 Jul 22, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 29,017 1,074 0.7% 0.7% 312 0 0.0% Q2 2026 Jul 28, 2026
Moors & Cabot, Inc. History No change 28,718 1,063 0.04% 0.04% 313 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 28,702 1,062 0.04% 0.04% 314 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 28,215 1,044 0.0% 0.0% 315 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial, LLC History No change 28,125 1,041 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 12, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 27,779 1,028 0.36% 0.36% 317 0 0.0% Q2 2026 Jul 23, 2026
BridgePort Financial Solutions, LLC History No change 27,540 1,019 0.26% 0.26% 318 0 0.0% Q2 2026 Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 27,375 1,013 0.02% 0.02% 319 0 0.0% Q2 2026 Jul 15, 2026
Dynasty Wealth Management, LLC History No change 27,249 1,008 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 27,215 1,007 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 27,166 1,005 0.05% 0.05% 322 0 0.0% Q2 2026 Aug 04, 2026
Robertson Stephens Wealth Management, LLC History No change 27,111 1,003 0.02% 0.02% 323 0 0.0% Q2 2026 Jul 29, 2026
Portside Wealth Group, LLC History No change 26,476 980 0.11% 0.11% 324 0 0.0% Q2 2026 Jul 14, 2026
Winch Advisory Services, LLC History No change 26,086 965 0.2% 0.2% 325 0 0.0% Q2 2026 Aug 06, 2026
Arrowroot Family Office, LLC History No change 25,030 926 0.27% 0.27% 326 0 0.0% Q2 2026 Aug 06, 2026
Portfolio Strategies, Inc. History No change 24,962 924 0.09% 0.09% 327 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 24,802 918 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 04, 2026
Arkadios Wealth Advisors History No change 24,765 916 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 10, 2026
Envestnet Portfolio Solutions, Inc. History No change 24,719 915 0.0% 0.0% 330 0 0.0% Q2 2026 Sep 23, 2026
Provident Wealth Management, LLC History No change 24,393 903 0.23% 0.23% 331 0 0.0% Q2 2026 Aug 04, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 24,385 902 0.46% 0.46% 332 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 23,654 875 0.01% 0.01% 333 0 0.0% Q2 2026 Jul 17, 2026
AGF MANAGEMENT LTD History No change 23,500 869 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 23,421 867 0.0% 0.0% 335 0 0.0% Q2 2026 Sep 09, 2026
WESTWOOD HOLDINGS GROUP INC History No change 23,391 865 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 14, 2026
Trivium Point Advisory, LLC History No change 23,165 857 0.08% 0.08% 337 0 0.0% Q2 2026 Aug 06, 2026
Ashton Thomas Private Wealth, LLC History No change 23,056 853 0.02% 0.02% 338 0 0.0% Q2 2026 Jul 29, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 23,002 851 0.05% 0.05% 339 0 0.0% Q2 2026 Jul 23, 2026
Balefire, LLC History No change 22,829 845 0.14% 0.14% 340 0 0.0% Q2 2026 Jul 07, 2026
McKinley Carter Wealth Services, Inc. History No change 22,762 842 0.04% 0.04% 341 0 0.0% Q2 2026 Jul 28, 2026
Turtle Creek Wealth Advisors, LLC History No change 22,662 839 0.04% 0.04% 342 0 0.0% Q2 2026 Jul 27, 2026
Ascentis Independent Advisors History No change 22,216 822 2.21% 2.21% 343 0 0.0% Q2 2026 Aug 04, 2026
Mullooly Asset Management, Inc. History No change 21,826 808 0.25% 0.25% 344 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History No change 21,786 806 0.01% 0.01% 345 0 0.0% Q2 2026 Jul 22, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 21,766 805 0.12% 0.12% 346 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History No change 21,677 802 0.02% 0.02% 347 0 0.0% Q2 2026 Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 21,476 795 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 21,480 795 0.01% 0.01% 349 0 0.0% Q2 2026 Jul 15, 2026
Israel Discount Bank of New York History No change 21,418 792 1.47% 1.47% 350 0 0.0% Q2 2026 Jul 07, 2026
Avior Wealth Management, LLC History No change 21,185 784 0.02% 0.02% 351 0 0.0% Q2 2026 Jul 07, 2026
Advisory Alpha, LLC History No change 20,700 766 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 20,391 754 0.01% 0.01% 353 0 0.0% Q2 2026 Jul 20, 2026
CAPTRUST FINANCIAL ADVISORS History No change 20,299 751 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 20,305 751 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 14, 2026
Petix & Botte Co History No change 20,174 746 0.15% 0.15% 356 0 0.0% Q2 2026 Aug 04, 2026
Savvy Advisors, Inc. History No change 20,079 743 0.02% 0.02% 357 0 0.0% Q2 2026 Aug 03, 2026
COMMERCE BANK History No change 19,879 735 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 12, 2026
Advisors Asset Management, Inc. History No change 19,581 724 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 13, 2026
Independent Wealth Network Inc. History No change 19,439 719 0.18% 0.18% 360 0 0.0% Q2 2026 Jul 20, 2026
Ameritas Advisory Services, LLC History No change 19,176 709 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 19,130 708 0.02% 0.02% 362 0 0.0% Q2 2026 Aug 04, 2026
Wakefield Asset Management LLLP History No change 19,019 704 0.16% 0.16% 363 0 0.0% Q2 2026 Aug 11, 2026
RVW Wealth, LLC History No change 18,951 701 0.05% 0.05% 364 0 0.0% Q2 2026 Jul 07, 2026
Pure Financial Advisors, LLC History No change 18,817 696 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 14, 2026
Planning Project LLC History No change 18,864 696 0.14% 0.14% 366 0 0.0% Q2 2026 Sep 01, 2026
INVESTED ADVISORS History No change 18,827 696 0.62% 0.62% 367 0 0.0% Q2 2026 Aug 04, 2026
SageView Advisory Group, LLC History No change 18,780 695 0.02% 0.02% 368 0 0.0% Q2 2026 Aug 10, 2026
Hillsdale Investment Management Inc. History No change 18,550 686 0.02% 0.02% 369 0 0.0% Q2 2026 Aug 12, 2026
First PREMIER Bank History No change 18,452 683 0.11% 0.11% 370 0 0.0% Q2 2026 Jul 15, 2026
TRB Wealth Management, LLC History No change 18,224 674 0.09% 0.09% 371 0 0.0% Q2 2026 Aug 11, 2026
WBI INVESTMENTS, LLC History No change 17,701 655 0.16% 0.16% 372 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 17,508 648 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 17,284 639 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 16,986 628 0.07% 0.07% 375 0 0.0% Q2 2026 Sep 02, 2026
Modera Wealth Management, LLC History No change 16,899 625 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 03, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 16,824 622 0.08% 0.08% 377 0 0.0% Q2 2026 Jul 21, 2026
Clearwater Capital Advisors, LLC History No change 16,819 622 0.05% 0.05% 378 0 0.0% Q2 2026 Aug 06, 2026
Fairlight Advisors History No change 16,785 621 0.51% 0.51% 379 0 0.0% Q2 2026 Jul 24, 2026
RFG Advisory, LLC History No change 16,660 616 0.01% 0.01% 380 0 0.0% Q2 2026 Jul 15, 2026
Maridea Wealth Management LLC History No change 16,602 614 0.07% 0.07% 381 0 0.0% Q2 2026 Aug 06, 2026
Balentine LLC History No change 16,464 609 0.02% 0.02% 382 0 0.0% Q2 2026 Aug 06, 2026
SG Americas Securities, LLC History No change 16,264 602 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 16,231 600 0.0% 0.0% 384 0 0.0% Q2 2026 Sep 08, 2026
Security Financial Services, INC. History No change 16,155 598 0.08% 0.08% 385 0 0.0% Q2 2026 Jul 15, 2026
Pines Wealth Management, LLC History No change 16,039 593 0.17% 0.17% 386 0 0.0% Q2 2026 Jul 22, 2026
Dorsey & Whitney Trust CO LLC History No change 16,000 592 0.03% 0.03% 387 0 0.0% Q2 2026 Aug 14, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 15,950 590 0.14% 0.14% 388 0 0.0% Q2 2026 Jul 22, 2026
Liberty Capital Management, Inc. History No change 15,435 571 0.1% 0.1% 389 0 0.0% Q2 2026 Jul 17, 2026
SHP Wealth Management History No change 15,434 571 0.04% 0.04% 390 0 0.0% Q2 2026 Aug 11, 2026
HighPoint Advisor Group LLC History No change 15,417 570 0.02% 0.02% 391 0 0.0% Q2 2026 Aug 05, 2026
Ninety One North America, Inc. History No change 15,399 570 0.03% 0.03% 392 0 0.0% Q2 2026 Jul 16, 2026
Belpointe Asset Management LLC History No change 15,337 567 0.02% 0.02% 393 0 0.0% Q2 2026 Jul 31, 2026
WELLINGTON-ALTUS USA INC. History No change 15,200 559 0.4% 0.4% 394 0 0.0% Q2 2026 Sep 17, 2026
CARDIFF PARK ADVISORS, LLC History No change 15,044 556 0.04% 0.04% 395 0 0.0% Q2 2026 Aug 14, 2026
EAGLE GLOBAL ADVISORS LLC History No change 14,995 555 0.02% 0.02% 396 0 0.0% Q2 2026 Jul 30, 2026
Apella Capital, LLC History No change 14,987 553 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 08, 2026
John W. Brooker & Co., CPAs History No change 14,793 547 0.66% 0.66% 398 0 0.0% Q2 2026 Jul 20, 2026
MMBG INVESTMENT ADVISORS CO. History No change 14,440 534 0.04% 0.04% 399 0 0.0% Q2 2026 Aug 10, 2026
Covestor Ltd History No change 14,426 534 0.31% 0.31% 400 0 0.0% Q2 2026 Aug 07, 2026
Brooklyn FI, LLC History No change 14,394 529 0.1% 0.1% 401 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 14,192 525 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 14, 2026
Stillwater Private Wealth, LLC History No change 14,206 523 0.34% 0.34% 403 0 0.0% Q2 2026 Aug 13, 2026
Sound Income Strategies, LLC History No change 14,073 520 0.02% 0.02% 404 0 0.0% Q2 2026 Jul 20, 2026
WCG Wealth Advisors LLC History No change 14,015 518 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History No change 14,005 518 0.01% 0.01% 406 0 0.0% Q2 2026 Jul 08, 2026
David Kennon Inc History No change 13,914 515 0.17% 0.17% 407 0 0.0% Q2 2026 Jul 22, 2026
Global Retirement Partners, LLC History No change 13,679 506 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 06, 2026
VERUS CAPITAL PARTNERS, LLC History No change 13,608 503 0.03% 0.03% 409 0 0.0% Q2 2026 Aug 06, 2026
ARWA LLC History No change 13,557 500 0.21% 0.21% 410 0 0.0% Q2 2026 Jul 24, 2026
WEALTH ALLIANCE, LLC History No change 13,480 499 0.04% 0.04% 411 0 0.0% Q2 2026 Aug 11, 2026
Atlanta Consulting Group Advisors, LLC History No change 13,505 499 0.08% 0.08% 412 0 0.0% Q2 2026 Aug 14, 2026
Adams Wealth Management History No change 13,474 498 0.1% 0.1% 413 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 13,474 498 0.08% 0.08% 414 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 13,552 497 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 13,552 497 0.01% 0.01% 416 0 0.0% Q2 2026 Jul 29, 2026
SCOTIA CAPITAL INC. History No change 12,856 475 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 11, 2026
Pitcairn Wealth Advisors LLC History No change 12,660 468 0.05% 0.05% 418 0 0.0% Q2 2026 Aug 10, 2026
BEACON FINANCIAL GROUP History No change 12,608 466 0.04% 0.04% 419 0 0.0% Q2 2026 Jul 16, 2026
Symmetry Partners, LLC History No change 12,578 465 0.02% 0.02% 420 0 0.0% Q2 2026 Jul 23, 2026
Texas Capital Bank Wealth Management Services Inc History No change 12,559 464 0.02% 0.02% 421 0 0.0% Q2 2026 Aug 07, 2026
Quartz Partners, LLC History No change 12,475 461 0.15% 0.15% 422 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 12,449 460 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 12,391 458 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIENT ADVISORS LLC History No change 12,341 456 0.07% 0.07% 425 0 0.0% Q2 2026 Aug 07, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 12,081 447 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 11,975 443 0.02% 0.02% 427 0 0.0% Q2 2026 Jul 23, 2026
CAP Partners, LLC History No change 11,941 442 0.22% 0.22% 428 0 0.0% Q2 2026 Jul 30, 2026
GWN SECURITIES INC. History No change 11,761 435 0.07% 0.07% 429 0 0.0% Q2 2026 Aug 05, 2026
Occidental Asset Management, LLC History No change 11,767 435 0.04% 0.04% 430 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 11,680 432 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 12, 2026
Narus Financial Partners, LLC History No change 11,641 430 0.11% 0.11% 432 0 0.0% Q2 2026 Jul 31, 2026
PUREfi Wealth, LLC History No change 11,460 424 0.23% 0.23% 433 0 0.0% Q2 2026 Jul 27, 2026
Advyzon Investment Management, LLC History No change 11,480 424 0.03% 0.03% 434 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 11,394 421 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 11,229 415 0.02% 0.02% 436 0 0.0% Q2 2026 Jul 23, 2026
WEDBUSH SECURITIES INC History No change 11,107 411 0.01% 0.01% 437 0 0.0% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History No change 10,975 406 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 03, 2026
Grantvest Financial Group LLC History No change 10,994 406 0.24% 0.24% 439 0 0.0% Q2 2026 Aug 07, 2026
GW&K Investment Management, LLC History No change 10,944 405 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 12, 2026
TOWER BRIDGE ADVISORS History No change 10,875 402 0.04% 0.04% 441 0 0.0% Q2 2026 Aug 12, 2026
Kohmann Bosshard Financial Services, LLC History No change 10,850 401 0.03% 0.03% 442 0 0.0% Q2 2026 Jul 14, 2026
Geneos Wealth Management Inc. History No change 10,735 397 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 06, 2026
Cannon Financial Strategists, Inc. History No change 10,575 391 0.04% 0.04% 444 0 0.0% Q2 2026 Aug 07, 2026
Carter Financial Group, INC. History No change 10,506 388 0.2% 0.2% 445 0 0.0% Q2 2026 Jul 30, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 10,448 386 0.5% 0.5% 446 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 10,337 382 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 03, 2026
Northstar Advisory Group, LLC History No change 10,244 379 0.12% 0.12% 448 0 0.0% Q2 2026 Jul 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 9,949 368 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 9,877 365 0.04% 0.04% 450 0 0.0% Q2 2026 Aug 11, 2026
Aventura Private Wealth, LLC History No change 9,830 363 0.11% 0.11% 451 0 0.0% Q2 2026 Jul 15, 2026
Geometric Wealth Advisors History No change 9,751 361 0.04% 0.04% 452 0 0.0% Q2 2026 Aug 11, 2026
USAdvisors Wealth Management, LLC History No change 9,706 359 0.1% 0.1% 453 0 0.0% Q2 2026 Jul 29, 2026
TFR Capital, LLC. History No change 9,704 359 0.1% 0.1% 454 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 9,668 357 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 07, 2026
CPA Asset Management Group, LLC History No change 9,358 346 0.1% 0.1% 456 0 0.0% Q2 2026 Jul 09, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 9,335 345 0.08% 0.08% 457 0 0.0% Q2 2026 Aug 14, 2026
TPG Financial Advisors, LLC History No change 9,263 342 0.1% 0.1% 458 0 0.0% Q2 2026 Aug 10, 2026
Mattern Wealth Management LLC History No change 9,141 338 0.06% 0.06% 459 0 0.0% Q2 2026 Jul 23, 2026
NORDEN GROUP LLC History No change 9,042 334 0.03% 0.03% 460 0 0.0% Q2 2026 Jul 29, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 9,046 334 0.19% 0.19% 461 0 0.0% Q2 2026 Aug 10, 2026
RAMSEY QUANTITATIVE SYSTEMS History No change 9,000 333 0.3% 0.3% 462 0 0.0% Q2 2026 Jul 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 9,020 333 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 14, 2026
First Bank & Trust History No change 8,982 332 0.05% 0.05% 464 0 0.0% Q2 2026 Jul 09, 2026
Koshinski Asset Management, Inc. History No change 8,963 331 0.02% 0.02% 465 0 0.0% Q2 2026 Jul 27, 2026
Sound View Wealth Advisors Group, LLC History No change 8,891 329 0.02% 0.02% 466 0 0.0% Q2 2026 Aug 11, 2026
Western Wealth Management, LLC History No change 8,840 327 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 8,821 326 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 23, 2026
OneAscent Financial Services LLC History No change 8,781 325 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 11, 2026
Peak Retirement Planning, Inc. History No change 8,779 325 0.05% 0.05% 470 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 8,764 324 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 8,742 323 0.0% 0.0% 472 0 0.0% Q2 2026 Jul 24, 2026
KWMG, LLC History No change 8,537 316 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 08, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 8,239 303 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 22, 2026
ANCHYRA PARTNERS LLC History No change 8,132 301 0.07% 0.07% 475 0 0.0% Q2 2026 Jul 23, 2026
Emerald Investment Advisers, LLC History No change 8,078 299 0.02% 0.02% 476 0 0.0% Q2 2026 Aug 12, 2026
Prosperity Consulting Group, LLC History No change 8,045 297 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 13, 2026
BBR PARTNERS, LLC History No change 8,000 296 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 7,913 292 0.01% 0.01% 479 0 0.0% Q2 2026 Jul 20, 2026
Sequoia Financial Advisors, LLC History No change 7,828 289 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 17, 2026
TAGStone Capital, Inc. History No change 7,738 286 0.09% 0.09% 481 0 0.0% Q2 2026 Aug 11, 2026
Syntegra Private Wealth Group, LLC History No change 7,664 283 0.02% 0.02% 482 0 0.0% Q2 2026 Jul 15, 2026
Garde Capital, Inc. History No change 7,607 281 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 31, 2026
Daiwa Securities Group Inc. History No change 7,550 279 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 31, 2026
TCI Wealth Advisors, Inc. History No change 7,497 277 0.01% 0.01% 485 0 0.0% Q2 2026 Jul 29, 2026
Gateway Wealth Partners, LLC History No change 7,473 276 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 04, 2026
IRON Financial LLC History No change 7,453 275 0.11% 0.11% 487 0 0.0% Q2 2026 Jul 22, 2026
Snowden Capital Advisors LLC History No change 7,433 275 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 13, 2026
Trust Point Inc. History No change 7,413 274 0.02% 0.02% 489 0 0.0% Q2 2026 Jul 08, 2026
Diversified Portfolios, Inc. History No change 7,378 273 0.02% 0.02% 490 0 0.0% Q2 2026 Aug 04, 2026
Curi Capital, LLC History No change 7,315 270 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 7,299 270 0.02% 0.02% 492 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 7,320 269 0.01% 0.01% 493 0 0.0% Q2 2026 Jul 28, 2026
Wilson & Boucher Capital Management, LLC History No change 7,100 262 0.15% 0.15% 494 0 0.0% Q2 2026 Aug 18, 2026
Ausdal Financial Partners, Inc. History No change 7,053 261 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 14, 2026
Genesee Capital Advisors, LLC History No change 6,964 257 0.08% 0.08% 496 0 0.0% Q2 2026 Aug 06, 2026
Rareview Capital LLC History No change 6,779 254 0.14% 0.14% 497 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE TRUST CO NA History No change 6,714 248 0.02% 0.02% 498 0 0.0% Q2 2026 Jul 28, 2026
ASL Financial, LLC History No change 6,710 248 0.17% 0.17% 499 0 0.0% Q2 2026 Jul 21, 2026
Boyd Wealth Management, LLC History No change 6,661 246 0.09% 0.09% 500 0 0.0% Q2 2026 Jul 16, 2026
DAVIDSON TRUST CO History No change 6,594 244 0.1% 0.1% 501 0 0.0% Q2 2026 Jul 29, 2026
EPIQ PARTNERS, LLC History No change 6,422 237 0.1% 0.1% 502 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Financial Partners, Inc. History No change 6,377 236 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 6,370 235 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 07, 2026
PFG Advisors History No change 6,340 234 0.01% 0.01% 505 0 0.0% Q2 2026 Jul 16, 2026
Integris Wealth Management, LLC History No change 6,302 233 0.05% 0.05% 506 0 0.0% Q2 2026 Jul 10, 2026
G&S Capital LLC History No change 6,277 232 0.07% 0.07% 507 0 0.0% Q2 2026 Jul 10, 2026
IVC Wealth Advisors LLC History No change 6,284 232 0.09% 0.09% 508 0 0.0% Q2 2026 Jul 14, 2026
Strategic Financial Concepts, LLC History No change 6,225 230 0.07% 0.07% 509 0 0.0% Q2 2026 Jul 27, 2026
MRP Capital Investments, LLC History No change 6,206 229 0.17% 0.17% 510 0 0.0% Q2 2026 Aug 10, 2026
Acorn Wealth Advisors, LLC History No change 6,155 227 0.06% 0.06% 511 0 0.0% Q2 2026 Jul 30, 2026
KLCM Advisors, Inc. History No change 6,125 226 0.02% 0.02% 512 0 0.0% Q2 2026 Aug 06, 2026
AIRE ADVISORS, LLC History No change 6,105 226 0.04% 0.04% 513 0 0.0% Q2 2026 Aug 14, 2026
Patten Group, Inc. History No change 6,084 225 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 06, 2026
L & S Advisors Inc History No change 6,065 224 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 12, 2026
Optivise Advisory Services LLC History No change 6,034 223 0.11% 0.11% 516 0 0.0% Q2 2026 Jul 13, 2026
Gladstone Institutional Advisory LLC History No change 5,927 219 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 27, 2026
PKS Advisory Services, LLC History No change 5,604 207 0.03% 0.03% 518 0 0.0% Q2 2026 Aug 04, 2026
Valeo Financial Advisors, LLC History No change 5,585 206 0.0% 0.0% 519 0 0.0% Q2 2026 Jul 08, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 5,524 204 0.1% 0.1% 520 0 0.0% Q2 2026 Aug 13, 2026
Harbour Capital Advisors, LLC History No change 5,495 202 0.04% 0.04% 521 0 0.0% Q2 2026 Jul 15, 2026
Petros Family Wealth, LLC History No change 5,451 201 0.12% 0.12% 522 0 0.0% Q2 2026 Jul 27, 2026
Corient Private Wealth LP History No change 5,425 200 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 27, 2026
Balanced Rock Investment Advisors LLC History No change 5,427 200 0.12% 0.12% 524 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 5,313 196 0.03% 0.03% 525 0 0.0% Q2 2026 Aug 11, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 4,500 166 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4,217 156 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 4,201 155 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 23, 2026
Aptus Capital Advisors, LLC History No change 3,990 147 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 12, 2026
Ankerstar Wealth, LLC History No change 3,745 138 0.12% 0.12% 530 0 0.0% Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History No change 3,589 132 0.05% 0.05% 531 0 0.0% Q2 2026 Jul 29, 2026
Smartleaf Asset Management LLC History No change 3,216 119 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 12, 2026
Clean Yield Group History No change 3,056 113 0.03% 0.03% 533 0 0.0% Q2 2026 Aug 05, 2026
Financial Network Wealth Advisors LLC History No change 2,881 106 0.11% 0.11% 534 0 0.0% Q2 2026 Jul 29, 2026
JFS WEALTH ADVISORS, LLC History No change 2,608 96 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2,558 94 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 2,536 93 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisory Services, LLC History No change 2,528 93 0.01% 0.01% 538 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 2,451 90 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 2,405 89 0.01% 0.01% 540 0 0.0% Q2 2026 Jul 24, 2026
BLAIR WILLIAM & CO/IL History No change 2,403 88 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 2,368 87 0.07% 0.07% 542 0 0.0% Q2 2026 Aug 11, 2026
Olistico Wealth, LLC History No change 2,279 84 0.04% 0.04% 543 0 0.0% Q2 2026 Jul 13, 2026
Larson Financial Group LLC History No change 2,178 80 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 31,134 79 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 11, 2026
NBT BANK, N.A. History No change 2,115 78 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 29, 2026
Continuum Advisory, LLC History No change 2,131 78 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 2,093 77 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 1,991 73 0.0% 0.0% 549 0 0.0% Q2 2026 Jul 21, 2026
Concord Wealth Partners History No change 1,987 73 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 27, 2026
Investors Research Corp History No change 1,925 71 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 10, 2026
Dorato Capital Management History No change 1,928 71 0.05% 0.05% 552 0 0.0% Q2 2026 Jul 13, 2026
Qube Research & Technologies Ltd History No change 1,864 69 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 14, 2026
Euro Pacific Asset Management, LLC History No change 16,210 68 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 06, 2026
Dunhill Financial, LLC History No change 1,799 66 0.01% 0.01% 555 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 1,784 66 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 04, 2026
Kilter Group LLC History No change 1,705 63 0.02% 0.02% 557 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 1,634 60 0.02% 0.02% 558 0 0.0% Q2 2026 Jul 07, 2026
SSA SWISS ADVISORS AG History No change 1,645 60 0.02% 0.02% 559 0 0.0% Q2 2026 Aug 05, 2026
CULLEN/FROST BANKERS, INC. History No change 1,593 58 0.0% 0.0% 560 0 0.0% Q2 2026 Jul 27, 2026
WEBSTER BANK, N. A. History No change 1,569 58 0.01% 0.01% 561 0 0.0% Q2 2026 Jul 20, 2026
WHITTIER TRUST CO History No change 1,560 57 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 27, 2026
Polaris Financial Partners History New 1,561 56 0.03% — 563 +1,561 New Q3 2026 Oct 02, 2026
NFSG Corp History No change 1,500 55 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,422 52 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,355 50 0.0% 0.0% 566 0 0.0% Q2 2026 Jul 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,366 50 0.03% 0.03% 567 0 0.0% Q2 2026 Jul 21, 2026
Strive Financial Group ,LLC History No change 1,320 48 0.02% 0.02% 568 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 1,282 47 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 21, 2026
Ascentis Wealth Management, LLC History No change 1,230 45 0.01% 0.01% 570 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisory, LLC History No change 1,184 43 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 1,144 42 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Bancorp, Inc. History No change 1,104 40 0.01% 0.01% 573 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,080 39 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 16, 2026
Arlington Trust Co LLC History No change 1,000 37 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 07, 2026
Cape Investment Advisory, Inc. History No change 935 34 0.01% 0.01% 576 0 0.0% Q2 2026 Jul 23, 2026
Caldwell Trust Co History No change 910 33 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 03, 2026
Vanguard National Trust Co History No change 843 31 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 818 30 0.0% 0.0% 579 0 0.0% Q2 2026 Sep 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 800 29 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 20, 2026
Fairscale Capital, LLC History No change 683 25 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 07, 2026
Front Row Advisors LLC History No change 670 24 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 666 24 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 04, 2026
Paladin Partners, LLC History No change 658 24 0.02% 0.02% 584 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 645 23 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 30, 2026
Triumph Capital Management History No change 598 22 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 20, 2026
Wilmington Savings Fund Society, FSB History No change 559 20 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 28, 2026
Kingdom Financial Group LLC. History No change 547 20 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 543 20 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 555 20 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 13, 2026
FIRST FINANCIAL CORP /IN/ History No change 515 19 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 07, 2026
Rialto Wealth Management, LLC History No change 522 19 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 474 17 0.0% 0.0% 593 0 0.0% Q2 2026 Jul 31, 2026
Mosley Wealth Management History No change 474 17 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 23, 2026
Bank & Trust Co History No change 464 17 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 455 16 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 12, 2026
Piscataqua Savings Bank History No change 420 15 0.01% 0.01% 597 0 0.0% Q2 2026 Jul 09, 2026
Raleigh Capital Management Inc. History No change 379 14 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 21, 2026
GAMMA Investing LLC History No change 392 14 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 07, 2026
Towne Trust Company, N.A History No change 362 13 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 30, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 375 13 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 27, 2026
Institute for Wealth Management, LLC. History No change 374 13 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 358 13 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 24, 2026
PINNEY & SCOFIELD, INC. History No change 362 13 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 07, 2026
Dogwood Wealth Management LLC History No change 349 12 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 06, 2026
Asset Dedication, LLC History No change 287 10 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 30, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 269 10 0.0% 0.0% 607 0 0.0% Q2 2026 Jul 24, 2026
WOLFF WIESE MAGANA LLC History No change 272 10 0.0% 0.0% 608 0 0.0% Q2 2026 Jul 13, 2026
Activest Wealth Management History No change 284 10 0.0% 0.0% 609 0 0.0% Q2 2026 Jul 16, 2026
Evolution Advisers, Inc. History No change 279 10 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 31, 2026
MCF Advisors LLC History No change 266 9 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 12, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 255 9 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 253 9 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 266 9 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 222 8 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 11, 2026
TOMPKINS FINANCIAL CORP History No change 223 8 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 15, 2026
TRUST CO OF VERMONT History No change 220 8 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 07, 2026
TSFG, LLC History No change 215 8 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 23, 2026
HAZLETT, BURT & WATSON, INC. History No change 197 7 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 30, 2026
DUNCKER STREETT & CO INC History No change 213 7 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 28, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 209 7 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 13, 2026
Reyes Financial Architecture, Inc. History No change 197 7 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 16, 2026
RHL GROUP, LLC History No change 201 7 0.01% 0.01% 623 0 0.0% Q2 2026 Aug 03, 2026
TD Capital Management LLC History No change 164 6 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 06, 2026
USA FINANCIAL FORMULAS History No change 181 6 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 04, 2026
Signature Resources Capital Management, LLC History No change 173 6 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 13, 2026
Gen-Wealth Partners Inc History No change 181 6 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 10, 2026
Meramec Financial Planners, LLC History No change 180 6 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 28, 2026
HUNTINGTON NATIONAL BANK History No change 158 5 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 13, 2026
BOK Financial Private Wealth, Inc. History No change 162 5 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 144 5 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 153 5 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 22, 2026
Archer Investment Corp History No change 137 5 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 03, 2026
Twin Lakes Capital Management, LLC History No change 140 5 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 17, 2026
Key Capital Management, INC History No change 142 5 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 27, 2026
ARVEST INVESTMENTS, INC. History No change 112 4 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 109 4 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Planning Group LLC History No change 115 4 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 29, 2026
Winthrop Capital Management, LLC History No change 108 4 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone National Bank & Trust Co History No change 115 4 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 21, 2026
Signature Equity Partners, LLC History No change 109 4 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 30, 2026
Roxbury Financial LLC History New 105 3 0.0% — 645 +105 New Q3 2026 Oct 01, 2026
SouthState Bank Corp History No change 108 3 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 06, 2026
Wilkerson Advisory Group LLC History No change 94 3 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 21, 2026
Oakmont Advisory Group, LLC History No change 82 3 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 03, 2026
Parallel Advisors, LLC History No change 56 2 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 05, 2026
Avion Wealth History No change 65 2 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 67 2 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 15, 2026
TD Waterhouse Canada Inc. History No change 80 2 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 27, 2026
AMERIFLEX GROUP, INC. History No change 67 2 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 13, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 62 2 0.0% 0.0% 651 0 0.0% Q2 2026 Jul 06, 2026
Vision Retirement, LLC History No change 64 2 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 21, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 41 1 0.0% 0.0% 653 0 0.0% Q2 2026 Jul 27, 2026
Cheviot Value Management, LLC History No change 29 1 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 06, 2026
Lloyd Advisory Services, LLC. History No change 49 1 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 07, 2026
Rosenberg Matthew Hamilton History No change 31 1 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 17, 2026
Buck Wealth Strategies, LLC History No change 35 1 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 30, 2026
LRI Investments, LLC History No change 39 1 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 14, 2026
Millstone Evans Group, LLC History No change 41 1 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 11, 2026
MidFirst Bank History No change 51 1 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 07, 2026
Downshift Financial, LLC History No change 50 1 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History Closed out 0 0 — 0.0% — -48 -100.0% Q3 2026 Oct 01, 2026
Planning Strategies Inc. History New 24 0 — — — +24 New Q3 2026 Oct 02, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 13 0 — — — 0 0.0% Q2 2026 Sep 02, 2026
VALLEY NATIONAL ADVISERS INC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 20 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Oakworth Capital, Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Russell Investments Group, Ltd. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
CNB Bank History No change 23 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Quaker Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Kozak & Associates, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Salomon & Ludwin, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Nalls Sherbakoff Group, LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
N.E.W. Advisory Services LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Talon Private Wealth, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Sep 11, 2026
Quest 10 Wealth Builders, Inc. History No change 19 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
YANKCOM Partnership History No change 9 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 12, 2026