VANGUARD WORLD FUND - VDE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 2,451,315 368,015 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,410,659 211,782 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 985,243 147,914 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 903,691 135,671 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 845,537 126,940 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 07, 2026
Wealthfront Advisers LLC History No change 797,265 119,693 0.23% 0.23% 6 0 0.0% Q2 2026 Aug 07, 2026
Beacon Capital Management, Inc. History No change 614,009 92,181 5.58% 5.58% 7 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 530,314 79,616 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 517,455 77,685 0.06% 0.06% 9 0 0.0% Q2 2026 Sep 09, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 490,537 73,644 0.02% 0.02% 10 0 0.0% Q2 2026 Sep 23, 2026
PGIM Custom Harvest LLC History No change 392,086 58,863 0.74% 0.74% 11 0 0.0% Q2 2026 Aug 13, 2026
SCS Capital Management LLC History No change 372,081 55,860 0.53% 0.53% 12 0 0.0% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History No change 312,646 46,938 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 259,891 39,017 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 12, 2026
Empower Advisory Group, LLC History No change 251,027 37,686 0.09% 0.09% 15 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 229,440 34,445 0.7% 0.7% 16 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 224,509 33,720 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 217,849 32,707 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 212,685 31,930 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 203,889 30,609 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 193,821 29,098 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 05, 2026
GREENWOOD GEARHART LLC History No change 187,545 28,156 1.31% 1.31% 22 0 0.0% Q2 2026 Jul 24, 2026
CITADEL ADVISORS LLC History No change 182,522 27,402 0.0% 0.0% 23 0 0.0% Q2 2026 Sep 02, 2026
Greenline Partners, LLC History No change 169,158 25,395 2.58% 2.58% 24 0 0.0% Q2 2026 Aug 14, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 161,826 24,294 0.35% 0.35% 25 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 145,342 21,820 0.38% 0.38% 26 0 0.0% Q2 2026 Jul 23, 2026
Corient Private Wealth LP History No change 140,332 21,068 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 27, 2026
Rockefeller Capital Management L.P. History No change 139,010 20,869 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 132,853 19,945 0.05% 0.05% 29 0 0.0% Q2 2026 Jul 27, 2026
Zuckerman Investment Group, LLC History No change 116,824 17,538 1.48% 1.48% 30 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 108,477 16,285 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 19, 2026
JPMORGAN CHASE & CO History No change 101,935 15,420 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 100,926 15,152 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 07, 2026
ALLEN WEALTH MANAGEMENT, LLC History No change 100,242 15,049 7.33% 7.33% 34 0 0.0% Q2 2026 Jul 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 93,592 14,051 0.02% 0.02% 35 0 0.0% Q2 2026 Jul 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 90,284 13,554 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
TrueWealth Financial Partners History No change 84,927 12,750 5.27% 5.27% 37 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 83,838 12,586 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
CMH Wealth Management LLC History No change 79,777 11,976 1.83% 1.83% 39 0 0.0% Q2 2026 Jul 09, 2026
Creative Planning History No change 79,125 11,879 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
SWAN Capital LLC History No change 76,808 11,531 3.95% 3.95% 41 0 0.0% Q2 2026 Aug 13, 2026
Estate Counselors, LLC History No change 70,139 10,529 0.9% 0.9% 42 0 0.0% Q2 2026 Aug 07, 2026
Polianta Ltd History No change 69,600 10,449 1.29% 1.29% 43 0 0.0% Q2 2026 Jul 08, 2026
BFSG, LLC History No change 65,083 9,770 0.87% 0.87% 44 0 0.0% Q2 2026 Jul 20, 2026
Roundview Capital LLC History No change 64,089 9,621 0.53% 0.53% 45 0 0.0% Q2 2026 Jul 30, 2026
Elgethun Capital Management History No change 61,997 9,307 1.3% 1.3% 46 0 0.0% Q2 2026 Jul 29, 2026
Lido Advisors, LLC History No change 61,534 9,238 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 07, 2026
Arax Advisory Partners History No change 61,464 9,227 0.06% 0.06% 48 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 60,380 9,064 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 59,534 8,937 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 58,645 8,804 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 56,938 8,548 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 55,300 8,302 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 55,136 8,277 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 13, 2026
WESCAP Management Group, Inc. History No change 52,935 7,947 1.48% 1.48% 55 0 0.0% Q2 2026 Aug 11, 2026
Dunhill Financial, LLC History No change 50,901 7,733 1.58% 1.58% 56 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 49,652 7,454 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 48,813 7,422 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 49,184 7,383 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 13, 2026
KCM INVESTMENT ADVISORS LLC History No change 47,440 7,122 0.21% 0.21% 60 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 46,178 6,933 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
Bellwether Advisors, LLC History No change 45,967 6,901 1.02% 1.02% 62 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 45,277 6,797 0.07% 0.07% 63 0 0.0% Q2 2026 Aug 04, 2026
Prospera Financial Services Inc History No change 45,175 6,792 0.1% 0.1% 64 0 0.0% Q2 2026 Jul 15, 2026
MIRAMONTES CAPITAL, LLC History No change 43,546 6,537 2.03% 2.03% 65 0 0.0% Q2 2026 Sep 09, 2026
Mariner, LLC History No change 43,488 6,528 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 42,920 6,443 0.02% 0.02% 67 0 0.0% Q2 2026 Jul 28, 2026
Quantinno Capital Management LP History No change 42,745 6,417 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 42,573 6,391 0.01% 0.01% 69 0 0.0% Q2 2026 Jul 30, 2026
Brookstone Capital Management History No change 42,540 6,386 0.06% 0.06% 70 0 0.0% Q2 2026 Jul 15, 2026
Atria Investments, Inc History No change 42,020 6,308 0.06% 0.06% 71 0 0.0% Q2 2026 Jul 28, 2026
Gerald Baker Financial Group LLC History No change 41,521 6,233 1.77% 1.77% 72 0 0.0% Q2 2026 Aug 03, 2026
Qube Research & Technologies Ltd History No change 41,460 6,224 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 41,043 6,161 0.06% 0.06% 74 0 0.0% Q2 2026 Aug 14, 2026
Strengthening Families & Communities, LLC History No change 40,677 6,106 1.36% 1.36% 75 0 0.0% Q2 2026 Aug 11, 2026
Guardian Wealth Management, LLC History No change 38,044 5,711 1.6% 1.6% 76 0 0.0% Q2 2026 Jul 24, 2026
M Holdings Securities, Inc. History No change 37,063 5,623 0.77% 0.77% 77 0 0.0% Q2 2026 Aug 11, 2026
GoalFusion Wealth Management, LLC History Reduced 32,493 5,593 2.24% 2.1% 78 -2,146 -6.2% Q3 2026 Oct 06, 2026
MONTAG A & ASSOCIATES INC History No change 37,024 5,558 0.23% 0.23% 79 0 0.0% Q2 2026 Aug 05, 2026
Grove Bank & Trust History No change 36,816 5,527 0.55% 0.55% 80 0 0.0% Q2 2026 Jul 07, 2026
LRI Investments, LLC History No change 35,822 5,377 0.43% 0.43% 81 0 0.0% Q2 2026 Jul 14, 2026
CX Institutional History Added to 30,700 5,285 0.14% 0.13% 82 +416 1.37% Q3 2026 Oct 02, 2026
Anchor Investment Management, LLC History No change 34,917 5,242 0.39% 0.39% 83 0 0.0% Q2 2026 Sep 15, 2026
NewEdge Advisors, LLC History No change 34,852 5,232 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 34,692 5,208 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 04, 2026
Flatrock Wealth Partners LLC History No change 34,265 5,144 2.02% 2.02% 86 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 33,841 5,080 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 32,961 4,948 0.5% 0.5% 88 0 0.0% Q2 2026 Jul 28, 2026
JANE STREET GROUP, LLC History No change 32,681 4,906 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 32,531 4,883 0.32% 0.32% 90 0 0.0% Q2 2026 Aug 13, 2026
Royal Fund Management, LLC History No change 32,252 4,842 0.4% 0.4% 91 0 0.0% Q2 2026 Jul 20, 2026
Journey Advisory Group, LLC History No change 32,074 4,815 0.37% 0.37% 92 0 0.0% Q2 2026 Aug 04, 2026
Beacon Pointe Advisors, LLC History No change 31,906 4,789 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 18, 2026
TRUIST FINANCIAL CORP History No change 31,884 4,786 0.01% 0.01% 94 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 29,890 4,487 0.07% 0.07% 95 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 29,713 4,460 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 28,768 4,318 0.11% 0.11% 97 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History No change 28,483 4,276 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 24,691 4,250 0.11% 0.11% 99 -2,480 -9.13% Q3 2026 Oct 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 30,473 4,229 0.01% 0.01% 100 0 0.0% Q2 2026 Jul 15, 2026
Concurrent Investment Advisors, LLC History No change 27,752 4,166 0.04% 0.04% 101 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 27,099 4,069 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 26,932 4,043 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 26,815 4,025 0.08% 0.08% 104 0 0.0% Q2 2026 Jul 29, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 26,671 4,004 1.4% 1.4% 105 0 0.0% Q2 2026 Aug 03, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 26,520 3,981 1.61% 1.61% 106 0 0.0% Q2 2026 Jul 24, 2026
Tranquilli Financial Advisor LLC History No change 26,418 3,966 2.13% 2.13% 107 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 26,342 3,955 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 25,978 3,900 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 25,743 3,864 0.04% 0.04% 110 0 0.0% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History No change 25,657 3,851 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Keudell/Morrison Wealth Management History No change 25,412 3,815 0.72% 0.72% 112 0 0.0% Q2 2026 Jul 15, 2026
Uptown Financial Advisors LLC History No change 25,298 3,797 2.5% 2.5% 113 0 0.0% Q2 2026 Jul 10, 2026
Silver Coast Investments LLC History No change 24,544 3,684 1.1% 1.1% 114 0 0.0% Q2 2026 Jul 24, 2026
Retirement Planning Group, LLC History No change 24,029 3,607 0.09% 0.09% 115 0 0.0% Q2 2026 Aug 05, 2026
Waldron Private Wealth LLC History No change 23,694 3,557 0.12% 0.12% 116 0 0.0% Q2 2026 Jul 20, 2026
Newport Capital Group, LLC History No change 23,576 3,539 1.99% 1.99% 117 0 0.0% Q2 2026 Jul 21, 2026
Smallwood Wealth Investment Management, LLC History No change 23,274 3,494 1.53% 1.53% 118 0 0.0% Q2 2026 Jul 23, 2026
Cherry Creek Investment Advisors, Inc. History No change 23,176 3,479 1.37% 1.37% 119 0 0.0% Q2 2026 Jul 30, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 22,856 3,431 0.04% 0.04% 120 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 22,821 3,426 0.05% 0.05% 121 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 22,350 3,355 0.37% 0.37% 122 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 22,283 3,345 0.02% 0.02% 123 0 0.0% Q2 2026 Jul 24, 2026
BlackRock, Inc. History No change 22,076 3,314 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 07, 2026
AlphaCore Capital LLC History No change 21,933 3,292 0.06% 0.06% 125 0 0.0% Q2 2026 Aug 06, 2026
Stegent Equity Advisors, Inc. History No change 21,748 3,265 2.34% 2.34% 126 0 0.0% Q2 2026 Jul 29, 2026
Richmond Brothers, Inc. History No change 21,692 3,256 1.69% 1.69% 127 0 0.0% Q2 2026 Aug 11, 2026
Sarasin & Partners LLP History No change 21,605 3,243 0.04% 0.04% 128 0 0.0% Q2 2026 Jul 07, 2026
My Personal CFO, LLC History No change 21,496 3,227 1.26% 1.26% 129 0 0.0% Q2 2026 Jul 21, 2026
MISSION WEALTH MANAGEMENT, LP History No change 20,738 3,113 0.04% 0.04% 130 0 0.0% Q2 2026 Jul 20, 2026
J. M. Brown & Associates Inc. History No change 20,287 3,045 1.74% 1.74% 131 0 0.0% Q2 2026 Jul 23, 2026
North Forty Two & Co. History No change 20,072 3,013 2.56% 2.56% 132 0 0.0% Q2 2026 Jul 24, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 19,860 2,981 0.02% 0.02% 133 0 0.0% Q2 2026 Jul 23, 2026
Point72 Asset Management, L.P. History No change 19,744 2,964 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Strategic Investment Solutions, Inc. /IL History No change 19,616 2,944 0.67% 0.67% 135 0 0.0% Q2 2026 Jul 08, 2026
Pinnacle Financial Partners, Inc. History No change 19,491 2,926 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 14, 2026
Go Invest LLC History No change 19,415 2,914 0.68% 0.68% 137 0 0.0% Q2 2026 Aug 05, 2026
FLOW TRADERS U.S. LLC History No change 19,341 2,904 0.12% 0.12% 138 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 19,331 2,902 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 18,490 2,775 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 18,141 2,723 0.54% 0.54% 141 0 0.0% Q2 2026 Jul 22, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 18,094 2,716 0.11% 0.11% 142 0 0.0% Q2 2026 Aug 18, 2026
RFG HOLDINGS, INC. History No change 18,095 2,716 0.57% 0.57% 143 0 0.0% Q2 2026 Jul 29, 2026
BOKF, NA History No change 17,920 2,690 0.04% 0.04% 144 0 0.0% Q2 2026 Aug 10, 2026
Financial Freedom, LLC History No change 17,854 2,680 1.23% 1.23% 145 0 0.0% Q2 2026 Aug 05, 2026
BLAIR WILLIAM & CO/IL History No change 17,483 2,624 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 17,471 2,622 0.03% 0.03% 147 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 15,170 2,599 0.04% 0.04% 148 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 16,889 2,535 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 16,804 2,522 0.05% 0.05% 150 0 0.0% Q2 2026 Jul 15, 2026
Private Advisor Group, LLC History No change 16,751 2,514 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 27, 2026
Trinity Legacy Partners, LLC History No change 15,521 2,495 0.5% 0.5% 152 0 0.0% Q2 2026 Jul 24, 2026
Savant Capital, LLC History No change 15,314 2,488 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 15,746 2,363 0.08% 0.08% 154 0 0.0% Q2 2026 Aug 06, 2026
WBH ADVISORY INC History No change 15,654 2,350 0.16% 0.16% 155 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 15,334 2,302 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 15,327 2,301 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 14, 2026
FCA CORP /TX History No change 14,998 2,251 0.55% 0.55% 158 0 0.0% Q2 2026 Aug 11, 2026
Capital Wealth Alliance, LLC History No change 14,695 2,206 1.02% 1.02% 159 0 0.0% Q2 2026 Jul 31, 2026
Sigma Planning Corp History No change 14,678 2,203 0.06% 0.06% 160 0 0.0% Q2 2026 Aug 07, 2026
Indie Asset Partners, LLC History No change 14,602 2,192 2.1% 2.1% 161 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 14,495 2,176 0.01% 0.01% 162 0 0.0% Q2 2026 Jul 29, 2026
BRIGHTON JONES LLC History No change 14,487 2,174 0.04% 0.04% 163 0 0.0% Q2 2026 Aug 11, 2026
SYON CAPITAL LLC History No change 14,381 2,159 0.09% 0.09% 164 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 14,329 2,151 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Advisors, LLC History No change 13,983 2,099 0.54% 0.54% 166 0 0.0% Q2 2026 Aug 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 13,897 2,086 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 13,855 2,080 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 12, 2026
Boxwood Ventures, Inc. History No change 13,860 2,080 1.24% 1.24% 169 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 13,714 2,058 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
Elite Financial, Inc. History No change 13,175 1,978 0.8% 0.8% 171 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 13,137 1,972 0.03% 0.03% 172 0 0.0% Q2 2026 Aug 06, 2026
SHUTTLEWORTH & Co History No change 13,123 1,970 1.58% 1.58% 173 0 0.0% Q2 2026 Aug 05, 2026
O'ROURKE & COMPANY, Inc History No change 12,903 1,937 0.68% 0.68% 174 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 12,819 1,924 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 12,784 1,919 0.12% 0.12% 176 0 0.0% Q2 2026 Aug 07, 2026
Bull Harbor Capital LLC History No change 12,737 1,912 0.37% 0.37% 177 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 12,598 1,891 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 11, 2026
Gibraltar Capital Management, Inc. History No change 12,575 1,887 0.29% 0.29% 179 0 0.0% Q2 2026 Jul 20, 2026
Salomon & Ludwin, LLC History No change 12,627 1,881 0.15% 0.15% 180 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF OKLAHOMA History No change 12,493 1,875 0.48% 0.48% 181 0 0.0% Q2 2026 Jul 14, 2026
Evolution Wealth Advisors, LLC History No change 12,485 1,874 0.22% 0.22% 182 0 0.0% Q2 2026 Jul 29, 2026
PARK NATIONAL CORP /OH/ History Reduced 10,677 1,838 0.05% 0.05% 183 -1,391 -11.53% Q3 2026 Oct 05, 2026
Accel Wealth Management History No change 12,175 1,827 0.41% 0.41% 184 0 0.0% Q2 2026 Jul 10, 2026
Bonfire Financial History No change 11,911 1,788 1.15% 1.15% 185 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Management, LLC History No change 11,768 1,766 0.08% 0.08% 186 0 0.0% Q2 2026 Jul 22, 2026
STAPP WEALTH MANAGEMENT, PLLC History No change 11,530 1,731 2.26% 2.26% 187 0 0.0% Q2 2026 Jul 21, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 11,510 1,727 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 11,483 1,723 0.02% 0.02% 189 0 0.0% Q2 2026 Jul 21, 2026
FAS Wealth Partners, Inc. History No change 11,307 1,697 0.09% 0.09% 190 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD SECURITIES, INC. History No change 11,208 1,682 0.1% 0.1% 191 0 0.0% Q2 2026 Jul 15, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 11,012 1,653 1.62% 1.62% 192 0 0.0% Q2 2026 Jul 21, 2026
CITIGROUP INC History No change 11,009 1,652 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 03, 2026
Meridian Wealth Management, LLC History No change 10,979 1,648 0.05% 0.05% 194 0 0.0% Q2 2026 Aug 05, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 10,937 1,641 0.1% 0.1% 195 0 0.0% Q2 2026 Jul 15, 2026
Hershey Financial Advisers, LLC History No change 10,707 1,607 1.15% 1.15% 196 0 0.0% Q2 2026 Aug 11, 2026
KINTRA WEALTH, LLC History No change 9,220 1,588 0.08% 0.08% 197 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 10,232 1,536 0.08% 0.08% 198 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER & CO INC History No change 10,130 1,520 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 03, 2026
Noble Family Wealth, LLC History No change 10,113 1,518 0.27% 0.27% 200 0 0.0% Q2 2026 Aug 04, 2026
Koshinski Asset Management, Inc. History No change 9,765 1,465 0.08% 0.08% 201 0 0.0% Q2 2026 Jul 27, 2026
SBI Securities Co., Ltd. History No change 9,708 1,457 0.03% 0.03% 202 0 0.0% Q2 2026 Jul 22, 2026
LOWE BROCKENBROUGH & CO INC History No change 9,308 1,397 0.06% 0.06% 203 0 0.0% Q2 2026 Aug 03, 2026
BESSEMER GROUP INC History No change 9,302 1,397 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 9,286 1,394 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 20, 2026
Rather & Kittrell, Inc. History No change 9,255 1,389 0.19% 0.19% 206 0 0.0% Q2 2026 Aug 12, 2026
RFG Advisory, LLC History No change 9,209 1,382 0.02% 0.02% 207 0 0.0% Q2 2026 Jul 15, 2026
Waverly Advisors, LLC History No change 9,092 1,364 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History No change 9,073 1,362 0.09% 0.09% 209 0 0.0% Q2 2026 Jul 08, 2026
Asset Management Group, Inc. History No change 9,051 1,358 0.2% 0.2% 210 0 0.0% Q2 2026 Aug 14, 2026
Carolina Wealth Management Inc History No change 9,033 1,356 0.62% 0.62% 211 0 0.0% Q2 2026 Aug 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 8,937 1,341 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 8,855 1,329 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
NWF Advisory Services Inc. History No change 8,804 1,321 0.12% 0.12% 214 0 0.0% Q2 2026 Jul 29, 2026
Evelyn Partners Group Ltd History No change 10,306 1,320 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 8,788 1,319 0.02% 0.02% 216 0 0.0% Q2 2026 Aug 10, 2026
J.W. COLE ADVISORS, INC. History No change 8,753 1,314 0.02% 0.02% 217 0 0.0% Q2 2026 Jul 21, 2026
Valeo Financial Advisors, LLC History No change 8,723 1,309 0.03% 0.03% 218 0 0.0% Q2 2026 Jul 08, 2026
Athena Investment Management History No change 8,561 1,285 0.76% 0.76% 219 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO History No change 8,558 1,284 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History No change 8,550 1,283 0.01% 0.01% 221 0 0.0% Q2 2026 Jul 17, 2026
Fiduciary Group, LLC History No change 8,540 1,282 0.1% 0.1% 222 0 0.0% Q2 2026 Aug 10, 2026
Buck Wealth Strategies, LLC History No change 8,451 1,268 0.13% 0.13% 223 0 0.0% Q2 2026 Jul 30, 2026
SALEM INVESTMENT COUNSELORS INC History No change 8,234 1,236 0.03% 0.03% 224 0 0.0% Q2 2026 Jul 14, 2026
Comprehensive Money Management Services LLC History No change 8,188 1,229 0.77% 0.77% 225 0 0.0% Q2 2026 Aug 14, 2026
Baker Ellis Asset Management LLC History No change 8,175 1,227 0.13% 0.13% 226 0 0.0% Q2 2026 Jul 23, 2026
CoreCap Advisors, LLC History No change 8,134 1,221 0.04% 0.04% 227 0 0.0% Q2 2026 Jul 06, 2026
Raab & Moskowitz Asset Management LLC History No change 8,123 1,219 0.25% 0.25% 228 0 0.0% Q2 2026 Jul 28, 2026
Fisher Asset Management, LLC History No change 8,094 1,215 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 04, 2026
RWA WEALTH PARTNERS, LLC History No change 8,007 1,202 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 07, 2026
55 North Private Wealth, LLC History No change 8,000 1,201 0.24% 0.24% 231 0 0.0% Q2 2026 Jul 07, 2026
Versant Capital Management, Inc History Added to 6,970 1,200 0.1% 0.09% 232 +4 0.06% Q3 2026 Oct 01, 2026
SONATA CAPITAL GROUP INC History No change 7,920 1,189 0.38% 0.38% 233 0 0.0% Q2 2026 Jul 24, 2026
TCI Wealth Advisors, Inc. History No change 7,872 1,181 0.05% 0.05% 234 0 0.0% Q2 2026 Jul 29, 2026
Simmons Bank History No change 7,848 1,178 0.07% 0.07% 235 0 0.0% Q2 2026 Jul 31, 2026
CIBC Bancorp USA Inc. History No change 7,814 1,173 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 7,795 1,170 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 7,566 1,135 0.05% 0.05% 238 0 0.0% Q2 2026 Jul 23, 2026
Chevy Chase Trust Holdings, LLC History No change 7,483 1,123 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
Goldstone Financial Group, LLC History No change 7,380 1,108 0.1% 0.1% 240 0 0.0% Q2 2026 Aug 11, 2026
Cove Private Wealth, LLC History No change 7,375 1,107 0.21% 0.21% 241 0 0.0% Q2 2026 Jul 31, 2026
Factor Wealth Management LTD History No change 7,284 1,093 0.17% 0.17% 242 0 0.0% Q2 2026 Jul 07, 2026
Advisory Services Network, LLC History No change 7,222 1,084 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 12, 2026
Caprock Group, LLC History No change 7,194 1,080 0.02% 0.02% 244 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 7,174 1,077 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 7,150 1,073 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 17, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 6,557 1,067 0.15% 0.15% 247 0 0.0% Q2 2026 Aug 06, 2026
Sharper & Granite LLC History No change 7,082 1,063 0.33% 0.33% 248 0 0.0% Q2 2026 Jul 16, 2026
Equitable Holdings, Inc. History No change 7,070 1,061 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 17, 2026
Mutual Advisors, LLC History No change 6,871 1,031 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 5,957 1,030 0.03% 0.03% 251 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 6,777 1,017 0.09% 0.09% 252 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 6,741 1,012 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 14, 2026
Praetorian Wealth Management, Inc. History No change 6,629 995 0.17% 0.17% 254 0 0.0% Q2 2026 Jul 07, 2026
Mason Investment Advisory Services, Inc. History No change 6,588 988 0.04% 0.04% 255 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 6,596 987 0.05% 0.05% 256 0 0.0% Q2 2026 Jul 28, 2026
MAI Capital Management History No change 6,514 978 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 14, 2026
Madison Wealth Partners, Inc History No change 6,489 974 0.12% 0.12% 258 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 6,482 973 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 11, 2026
Wealthspire Advisors, LLC History No change 6,448 968 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 11, 2026
STEPHENS INC /AR/ History No change 6,430 965 0.01% 0.01% 261 0 0.0% Q2 2026 Jul 29, 2026
Prime Capital Investment Advisors, LLC History No change 6,409 962 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 05, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 6,401 960 0.42% 0.42% 263 0 0.0% Q2 2026 Jul 28, 2026
Fee-Only Financial Planning, L.C. History No change 6,400 960 0.51% 0.51% 264 0 0.0% Q2 2026 Jul 29, 2026
Advisors Capital Management, LLC History No change 6,379 957 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 11, 2026
Modera Wealth Management, LLC History No change 6,323 949 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 03, 2026
Blackston Financial Advisory Group, LLC History No change 6,254 938 0.53% 0.53% 267 0 0.0% Q2 2026 Aug 14, 2026
Financial Perspectives, Inc History No change 6,249 938 0.23% 0.23% 268 0 0.0% Q2 2026 Jul 24, 2026
Checchi Capital Advisers, LLC History No change 6,117 918 0.04% 0.04% 269 0 0.0% Q2 2026 Aug 04, 2026
Global Strategic Investment Solutions, LLC History No change 6,093 914 0.08% 0.08% 270 0 0.0% Q2 2026 Aug 07, 2026
Y-Intercept (Hong Kong) Ltd History No change 6,015 903 0.02% 0.02% 271 0 0.0% Q2 2026 Jul 13, 2026
First Bancorp, Inc /ME/ History No change 5,796 870 0.34% 0.34% 272 0 0.0% Q2 2026 Aug 11, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 5,768 865 0.09% 0.09% 273 0 0.0% Q2 2026 Jul 13, 2026
OneDigital Investment Advisors LLC History No change 5,739 861 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 06, 2026
Argentarii, LLC History No change 4,985 857 0.26% 0.26% 275 0 0.0% Q2 2026 Aug 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,698 855 0.04% 0.04% 276 0 0.0% Q2 2026 Jul 24, 2026
CGN Advisors LLC History No change 5,690 854 0.06% 0.06% 277 0 0.0% Q2 2026 Jul 06, 2026
DAHRING | CUSMANO LLC History No change 5,683 853 0.45% 0.45% 278 0 0.0% Q2 2026 Jul 28, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 5,664 850 0.06% 0.06% 279 0 0.0% Q2 2026 Aug 03, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 5,651 848 0.09% 0.09% 280 0 0.0% Q2 2026 Jul 09, 2026
Tranquility Partners, LLC History No change 5,550 833 0.29% 0.29% 281 0 0.0% Q2 2026 Jul 23, 2026
Jacobs Equity LLC History No change 5,511 827 0.57% 0.57% 282 0 0.0% Q2 2026 Aug 14, 2026
Center for Financial Planning, Inc. History No change 5,494 824 0.08% 0.08% 283 0 0.0% Q2 2026 Jul 21, 2026
Focus Financial Network, Inc. History No change 5,477 822 0.03% 0.03% 284 0 0.0% Q2 2026 Jul 09, 2026
Colony Family Offices, LLC History No change 5,471 821 0.18% 0.18% 285 0 0.0% Q2 2026 Jul 20, 2026
VISTA INVESTMENT MANAGEMENT History No change 5,462 820 0.25% 0.25% 286 0 0.0% Q2 2026 Aug 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,443 817 0.01% 0.01% 287 0 0.0% Q2 2026 Jul 14, 2026
Krilogy Financial LLC History No change 5,331 800 0.02% 0.02% 288 0 0.0% Q2 2026 Jul 27, 2026
Fiduciary Alliance LLC History No change 5,317 798 0.05% 0.05% 289 0 0.0% Q2 2026 Jul 20, 2026
VPR Management LLC History No change 5,300 795 0.32% 0.32% 290 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 5,302 795 0.12% 0.12% 291 0 0.0% Q2 2026 Jul 21, 2026
FIRST FINANCIAL CORP /IN/ History No change 5,289 794 0.27% 0.27% 292 0 0.0% Q2 2026 Jul 07, 2026
Nordwand Advisors, LLC History No change 5,240 786 0.12% 0.12% 293 0 0.0% Q2 2026 Aug 07, 2026
Evanson Financial, LLC History No change 5,237 786 0.04% 0.04% 294 0 0.0% Q2 2026 Jul 07, 2026
Kohmann Bosshard Financial Services, LLC History No change 5,235 785 0.07% 0.07% 295 0 0.0% Q2 2026 Jul 14, 2026
Vise Technologies, Inc. History No change 5,225 784 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 5,222 783 0.01% 0.01% 297 0 0.0% Q2 2026 Jul 28, 2026
MontVue Capital Management, Inc. History No change 5,156 774 0.45% 0.45% 298 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Union Bankshares Corp History No change 5,096 765 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 11, 2026
Wealth Care LLC History No change 5,088 763 0.62% 0.62% 300 0 0.0% Q2 2026 Jul 15, 2026
J. Safra Sarasin Holding AG History No change 4,400 761 0.01% 0.01% 301 0 0.0% Q2 2026 Jul 31, 2026
PDS Planning, Inc History No change 5,067 760 0.04% 0.04% 302 0 0.0% Q2 2026 Aug 05, 2026
Kingsbury Capital Investment Advisors LLC History No change 5,059 759 0.64% 0.64% 303 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 5,059 759 0.64% 0.64% 304 0 0.0% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History No change 5,017 753 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY TRUST CO History No change 4,993 749 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 13, 2026
TMB Capital Partners, LLC History No change 4,948 742 0.23% 0.23% 307 0 0.0% Q2 2026 Jul 24, 2026
Carnegie Investment Counsel History No change 4,935 740 0.01% 0.01% 308 0 0.0% Q2 2026 Jul 30, 2026
Integrated Wealth Concepts LLC History No change 4,920 738 0.0% 0.0% 309 0 0.0% Q2 2026 Sep 08, 2026
Cypress Wealth Services, LLC History No change 4,858 729 0.09% 0.09% 310 0 0.0% Q2 2026 Jul 10, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 4,844 727 0.1% 0.1% 311 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History No change 4,643 722 0.02% 0.02% 312 0 0.0% Q2 2026 Jul 13, 2026
Financial Engines Advisors L.L.C. History No change 4,807 721 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 14, 2026
John A. Wolfe & Associates, Inc. History No change 4,804 721 0.99% 0.99% 314 0 0.0% Q2 2026 Jul 29, 2026
CORA CAPITAL ADVISORS LLC History No change 4,799 720 0.2% 0.2% 315 0 0.0% Q2 2026 Jul 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 4,744 713 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 4,740 711 0.12% 0.12% 317 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 4,545 709 0.03% 0.03% 318 0 0.0% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History No change 4,703 706 0.02% 0.02% 319 0 0.0% Q2 2026 Aug 14, 2026
JM2 Capital Inc. History No change 4,636 696 0.48% 0.48% 320 0 0.0% Q2 2026 Jul 21, 2026
Avantax Planning Partners, Inc. History No change 4,621 693 0.02% 0.02% 321 0 0.0% Q2 2026 Jul 28, 2026
SCOTIA CAPITAL INC. History No change 4,601 690 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 11, 2026
Sidoxia Capital Management, LLC History No change 4,571 686 0.5% 0.5% 323 0 0.0% Q2 2026 Jul 24, 2026
Western Wealth Management, LLC History No change 4,515 677 0.02% 0.02% 324 0 0.0% Q2 2026 Aug 14, 2026
Tudor Financial Inc. History No change 4,505 676 0.3% 0.3% 325 0 0.0% Q2 2026 Aug 10, 2026
BAILARD, INC. History No change 4,442 666 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 30, 2026
Heartwood Wealth Advisors LLC History No change 3,810 655 0.05% 0.04% 327 0 0.0% Q3 2026 Oct 05, 2026
Institute for Wealth Management, LLC. History No change 4,345 652 0.06% 0.06% 328 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 4,301 645 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 12, 2026
GTS SECURITIES LLC History No change 4,263 640 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 4,234 635 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 4,183 627 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 29, 2026
Birchcreek Wealth Management, LLC History No change 4,138 621 0.24% 0.24% 333 0 0.0% Q2 2026 Aug 06, 2026
Global Wealth Management, LLC History No change 4,140 621 0.32% 0.32% 334 0 0.0% Q2 2026 Jul 20, 2026
Investment Research & Advisory Group, Inc. History No change 4,110 617 0.19% 0.19% 335 0 0.0% Q2 2026 Jul 23, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 4,098 615 0.23% 0.23% 336 0 0.0% Q2 2026 Aug 05, 2026
Vickerman Investment Advisors, Inc. History No change 4,087 613 0.12% 0.12% 337 0 0.0% Q2 2026 Aug 13, 2026
UNION SAVINGS BANK History No change 4,071 611 0.25% 0.25% 338 0 0.0% Q2 2026 Jul 23, 2026
SIMPLEX TRADING, LLC History No change 4,052 608 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 12, 2026
American Institute for Advanced Investment Management, LLP History No change 4,055 608 0.35% 0.35% 340 0 0.0% Q2 2026 Jul 21, 2026
EFG International AG History No change 4,054 608 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 4,031 605 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 11, 2026
Exit Wealth Advisors, LLC. History No change 4,026 604 0.28% 0.28% 343 0 0.0% Q2 2026 Aug 11, 2026
Stokes Family Office, LLC History No change 4,000 600 0.07% 0.07% 344 0 0.0% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History No change 3,981 597 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 12, 2026
WPWealth LLP History No change 3,947 592 0.09% 0.09% 346 0 0.0% Q2 2026 Aug 10, 2026
IVC Wealth Advisors LLC History No change 3,940 591 0.23% 0.23% 347 0 0.0% Q2 2026 Jul 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,929 589 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 13, 2026
ALTFEST L J & CO INC History No change 3,911 587 0.06% 0.06% 349 0 0.0% Q2 2026 Jul 30, 2026
Ausdal Financial Partners, Inc. History No change 3,874 581 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,816 572 0.02% 0.02% 351 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Advisors, LLC History No change 3,779 567 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 06, 2026
Safe Harbor Fiduciary, LLC History No change 3,745 562 0.44% 0.44% 353 0 0.0% Q2 2026 Aug 14, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 3,740 561 0.03% 0.03% 354 0 0.0% Q2 2026 Jul 20, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,734 560 0.05% 0.05% 355 0 0.0% Q2 2026 Jul 07, 2026
HOLDERNESS INVESTMENTS CO History No change 3,718 558 0.09% 0.09% 356 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 3,685 553 0.01% 0.01% 357 0 0.0% Q2 2026 Aug 13, 2026
SITTNER & NELSON, LLC History No change 3,680 552 0.17% 0.17% 358 0 0.0% Q2 2026 Aug 07, 2026
Coppell Advisory Solutions LLC History No change 4,015 552 0.05% 0.05% 359 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 3,666 550 0.03% 0.03% 360 0 0.0% Q2 2026 Jul 31, 2026
UNIVEST FINANCIAL Corp History No change 3,660 549 0.03% 0.03% 361 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 3,657 549 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 12, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 3,656 548 0.01% 0.01% 363 0 0.0% Q2 2026 Jul 31, 2026
TD Waterhouse Canada Inc. History No change 3,650 545 0.0% 0.0% 364 0 0.0% Q2 2026 Jul 27, 2026
Avion Wealth History No change 3,619 543 0.1% 0.1% 365 0 0.0% Q2 2026 Jul 31, 2026
Advantage Trust Co History No change 3,615 542 0.19% 0.19% 366 0 0.0% Q2 2026 Jul 17, 2026
Valtrion Capital Management, LLC History No change 3,612 542 0.4% 0.4% 367 0 0.0% Q2 2026 Aug 14, 2026
Resonant Capital Advisors, LLC History No change 3,571 536 0.03% 0.03% 368 0 0.0% Q2 2026 Jul 24, 2026
Apollon Wealth Management, LLC History No change 3,569 535 0.01% 0.01% 369 0 0.0% Q2 2026 Jul 22, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,542 531 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 12, 2026
Disciplined Investments, LLC History No change 3,524 529 0.17% 0.17% 371 0 0.0% Q2 2026 Aug 07, 2026
Principle Wealth Partners LLC History No change 3,511 527 0.03% 0.03% 372 0 0.0% Q2 2026 Aug 07, 2026
Verus Financial Partners, Inc. History No change 3,467 520 0.04% 0.04% 373 0 0.0% Q2 2026 Jul 21, 2026
BOSTON FAMILY OFFICE LLC History No change 3,454 519 0.03% 0.03% 374 0 0.0% Q2 2026 Aug 12, 2026
DAVENPORT & Co LLC History No change 3,431 515 0.0% 0.0% 375 0 0.0% Q2 2026 Jul 13, 2026
Brookwood Investment Group LLC History No change 3,430 514 0.06% 0.06% 376 0 0.0% Q2 2026 Jul 23, 2026
AdvisorNet Financial, Inc History No change 3,405 511 0.02% 0.02% 377 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 3,396 509 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 04, 2026
CHATHAM CAPITAL GROUP, INC. History No change 3,395 509 0.07% 0.07% 379 0 0.0% Q2 2026 Jul 10, 2026
NorthCrest Asset Manangement, LLC History No change 3,287 508 0.01% 0.01% 380 0 0.0% Q2 2026 Jul 15, 2026
High Net Worth Advisory Group LLC History No change 3,384 508 0.11% 0.11% 381 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Retirement, LLC History No change 3,363 504 0.03% 0.03% 382 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 3,300 495 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 17, 2026
HOGE FINANCIAL SERVICES, LLC History No change 3,298 495 0.24% 0.24% 384 0 0.0% Q2 2026 Jul 29, 2026
DV Trading LLC History No change 3,283 492 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 14, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 3,250 487 0.09% 0.09% 386 0 0.0% Q2 2026 Aug 06, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 3,212 482 0.06% 0.06% 387 0 0.0% Q2 2026 Aug 11, 2026
INTEGRITY ALLIANCE, LLC. History No change 3,203 480 0.02% 0.02% 388 0 0.0% Q2 2026 Jul 31, 2026
Indiana Trust & Investment Management Co History No change 3,200 480 0.13% 0.13% 389 0 0.0% Q2 2026 Jul 22, 2026
Nilsine Partners, LLC History No change 3,184 478 0.03% 0.03% 390 0 0.0% Q2 2026 Jul 24, 2026
Garde Capital, Inc. History No change 3,172 476 0.02% 0.02% 391 0 0.0% Q2 2026 Jul 31, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 3,166 475 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 04, 2026
Enclave Advisors LLC History No change 3,152 473 0.06% 0.06% 393 0 0.0% Q2 2026 Jul 14, 2026
Legacy Wealth Managment, LLC/ID History No change 3,150 472 0.19% 0.19% 394 0 0.0% Q2 2026 Aug 13, 2026
BOS Asset Management, LLC History No change 3,143 471 0.11% 0.11% 395 0 0.0% Q2 2026 Jul 13, 2026
McClarren Financial Advisors, Inc. History No change 3,115 467 0.24% 0.24% 396 0 0.0% Q2 2026 Jul 17, 2026
United Advisor Group, LLC History No change 3,112 467 0.05% 0.05% 397 0 0.0% Q2 2026 Jul 29, 2026
Maridea Wealth Management LLC History No change 3,104 466 0.05% 0.05% 398 0 0.0% Q2 2026 Aug 06, 2026
Elm Partners Management LLC History No change 3,097 464 0.02% 0.02% 399 0 0.0% Q2 2026 Jul 28, 2026
Capital Advantage, Inc. History No change 3,090 463 0.06% 0.06% 400 0 0.0% Q2 2026 Jul 13, 2026
Cambridge Advisors Inc. History No change 3,073 461 0.08% 0.08% 401 0 0.0% Q2 2026 Jul 16, 2026
FreeGulliver LLC History No change 3,042 456 0.16% 0.16% 402 0 0.0% Q2 2026 Aug 11, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 3,036 455 0.04% 0.04% 403 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 3,036 455 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 3,029 454 0.06% 0.06% 405 0 0.0% Q2 2026 Aug 13, 2026
Sound View Wealth Advisors Group, LLC History No change 3,022 453 0.03% 0.03% 406 0 0.0% Q2 2026 Aug 11, 2026
Blume Capital Management, Inc. History No change 3,010 451 0.07% 0.07% 407 0 0.0% Q2 2026 Jul 27, 2026
WORLD EQUITY GROUP, INC. History No change 2,984 448 0.1% 0.1% 408 0 0.0% Q2 2026 Jul 09, 2026
Chicago Partners Investment Group LLC History No change 2,652 446 0.01% 0.01% 409 0 0.0% Q2 2026 Jul 29, 2026
Certified Advisory Corp History No change 2,933 440 0.04% 0.04% 410 0 0.0% Q2 2026 Jul 16, 2026
Provenance Wealth Advisors, LLC History No change 2,936 440 0.04% 0.04% 411 0 0.0% Q2 2026 Jul 24, 2026
Planning Strategies Inc. History No change 2,555 439 0.26% 0.24% 412 0 0.0% Q3 2026 Oct 02, 2026
Ted Buchan & Co History No change 2,901 435 0.14% 0.14% 413 0 0.0% Q2 2026 Jul 23, 2026
One Charles Private Wealth Services, LLC History No change 2,867 430 0.1% 0.1% 414 0 0.0% Q2 2026 Jul 15, 2026
Vanguard National Trust Co History No change 2,867 430 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 13, 2026
Sherry Group, Inc. History No change 2,829 427 0.42% 0.42% 416 0 0.0% Q2 2026 Jul 15, 2026
Solutions 4 Wealth, Ltd History No change 2,824 423 0.55% 0.55% 417 0 0.0% Q2 2026 Jul 29, 2026
CIBC WORLD MARKET INC. History No change 2,813 422 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 2,811 422 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 2,544 420 0.03% 0.03% 420 0 0.0% Q2 2026 Aug 07, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 2,799 420 0.2% 0.2% 421 0 0.0% Q2 2026 Aug 13, 2026
Trinity Financial Advisors LLC History No change 2,797 419 0.11% 0.11% 422 0 0.0% Q2 2026 Jul 06, 2026
BSW Wealth Partners History No change 2,789 418 0.05% 0.05% 423 0 0.0% Q2 2026 Jul 15, 2026
SC&H Financial Advisors, Inc. History No change 2,789 418 0.06% 0.06% 424 0 0.0% Q2 2026 Aug 04, 2026
Idaho Trust Co History No change 2,778 417 0.12% 0.12% 425 0 0.0% Q2 2026 Aug 06, 2026
RBA Wealth Management, LLC History No change 2,745 412 0.15% 0.15% 426 0 0.0% Q2 2026 Jul 23, 2026
Trust Point Inc. History No change 2,731 410 0.03% 0.03% 427 0 0.0% Q2 2026 Jul 08, 2026
Yoder Wealth Management, Inc. History No change 2,733 410 0.16% 0.16% 428 0 0.0% Q2 2026 Jul 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,726 409 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 14, 2026
AVALON CAPITAL MANAGEMENT History No change 2,718 408 0.1% 0.1% 430 0 0.0% Q2 2026 Jul 16, 2026
Summit Trail Advisors, LLC History No change 2,721 408 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 11, 2026
Klingman & Associates, LLC History No change 2,707 406 0.02% 0.02% 432 0 0.0% Q2 2026 Jul 29, 2026
Chemistry Wealth Management LLC History No change 2,699 405 0.06% 0.06% 433 0 0.0% Q2 2026 Jul 09, 2026
Disciplined Investors, L.L.C. History No change 2,699 405 0.2% 0.2% 434 0 0.0% Q2 2026 Aug 11, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 2,305 396 0.09% 0.08% 435 0 0.0% Q3 2026 Oct 06, 2026
Peterson Wealth Advisors, LLC History No change 2,599 390 0.05% 0.05% 436 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Advisor Solutions, LLC History No change 2,592 389 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 06, 2026
Compass Financial Group, INC/SD History No change 2,571 386 0.04% 0.04% 438 0 0.0% Q2 2026 Aug 04, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 2,569 385 0.03% 0.03% 439 0 0.0% Q2 2026 Jul 20, 2026
Diesslin Group, Inc. History No change 2,559 384 0.15% 0.15% 440 0 0.0% Q2 2026 Jul 02, 2026
Financial & Tax Architects, LLC History No change 2,554 383 0.08% 0.08% 441 0 0.0% Q2 2026 Jul 23, 2026
Calder Financial LLC History No change 2,546 382 0.36% 0.36% 442 0 0.0% Q2 2026 Jul 07, 2026
Independent Wealth Network Inc. History No change 2,542 381 0.1% 0.1% 443 0 0.0% Q2 2026 Jul 20, 2026
Rockbridge Investment Management, LCC History No change 2,535 380 0.03% 0.03% 444 0 0.0% Q2 2026 Aug 14, 2026
Roble, Belko & Company, Inc History No change 2,527 379 0.04% 0.04% 445 0 0.0% Q2 2026 Jul 24, 2026
Bayshore Capital Advisors, LLC History No change 2,522 378 0.18% 0.18% 446 0 0.0% Q2 2026 Jul 22, 2026
PKS Advisory Services, LLC History No change 2,522 378 0.06% 0.06% 447 0 0.0% Q2 2026 Aug 04, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 2,502 375 0.1% 0.1% 448 0 0.0% Q2 2026 Jul 21, 2026
HUNTINGTON NATIONAL BANK History No change 2,486 373 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 13, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 2,468 370 0.25% 0.25% 450 0 0.0% Q2 2026 Jul 15, 2026
Intellectus Partners, LLC History No change 2,455 368 0.06% 0.06% 451 0 0.0% Q2 2026 Aug 12, 2026
Sequent Planning LLC History No change 2,437 365 0.08% 0.08% 452 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 2,415 362 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 2,417 362 0.04% 0.04% 454 0 0.0% Q2 2026 Aug 05, 2026
American Trust History No change 2,396 359 0.03% 0.03% 455 0 0.0% Q2 2026 Aug 14, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 2,375 356 0.03% 0.03% 456 0 0.0% Q2 2026 Jul 28, 2026
Compass Ion Advisors, LLC History No change 2,365 355 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 12, 2026
Bluesphere Advisors LLC History No change 2,354 353 0.11% 0.11% 458 0 0.0% Q2 2026 Jul 30, 2026
Sound Income Strategies, LLC History No change 2,350 352 0.02% 0.02% 459 0 0.0% Q2 2026 Jul 20, 2026
PATTEN & PATTEN INC/TN History No change 2,318 348 0.02% 0.02% 460 0 0.0% Q2 2026 Aug 05, 2026
Windsor Advisory Group, LLC History No change 2,323 348 0.25% 0.25% 461 0 0.0% Q2 2026 Aug 14, 2026
Northside Capital Management, LLC History No change 2,308 346 0.03% 0.03% 462 0 0.0% Q2 2026 Jul 10, 2026
COWA, LLC History No change 2,300 345 0.09% 0.09% 463 0 0.0% Q2 2026 Aug 05, 2026
Strategic Financial Concepts, LLC History No change 2,301 345 0.1% 0.1% 464 0 0.0% Q2 2026 Jul 27, 2026
Madden Advisory Services, Inc. History No change 2,289 343 0.12% 0.12% 465 0 0.0% Q2 2026 Aug 04, 2026
Fifth Third Wealth Advisors LLC History No change 2,290 343 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 17, 2026
Rathbones Group PLC History No change 2,265 340 0.0% 0.0% 467 0 0.0% Q2 2026 Jul 23, 2026
OPTIMA CAPITAL LLC History No change 2,258 338 0.13% 0.13% 468 0 0.0% Q2 2026 Jul 24, 2026
Collaborative Wealth Managment Inc. History No change 2,222 333 0.14% 0.14% 469 0 0.0% Q2 2026 Aug 05, 2026
Caitlin John, LLC History No change 2,222 333 0.18% 0.18% 470 0 0.0% Q2 2026 Aug 17, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 2,210 331 0.02% 0.02% 471 0 0.0% Q2 2026 Jul 29, 2026
CRA Financial Services, LLC History No change 2,209 331 0.04% 0.04% 472 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Wealth, LLC History No change 2,207 331 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 10, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 2,206 331 0.08% 0.08% 474 0 0.0% Q2 2026 Aug 10, 2026
Firestone Capital Management History No change 2,203 330 0.06% 0.06% 475 0 0.0% Q2 2026 Jul 31, 2026
SENTINEL TRUST CO LBA History No change 2,170 326 0.03% 0.03% 476 0 0.0% Q2 2026 Jul 13, 2026
Gladstone Institutional Advisory LLC History No change 2,157 323 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 27, 2026
Bragg Financial Advisors, Inc History No change 2,151 322 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 12, 2026
HBK Sorce Advisory LLC History No change 1,995 322 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 06, 2026
Freestone Capital Holdings, LLC History No change 2,147 322 0.01% 0.01% 480 0 0.0% Q2 2026 Jul 31, 2026
Welch Group, LLC History No change 2,141 321 0.01% 0.01% 481 0 0.0% Q2 2026 Jul 23, 2026
AlphaStar Capital Management, LLC History No change 2,144 321 0.02% 0.02% 482 0 0.0% Q2 2026 Jul 30, 2026
NorthLanding Financial Partners, LLC History No change 2,140 321 0.22% 0.22% 483 0 0.0% Q2 2026 Jul 23, 2026
Covestor Ltd History No change 2,126 319 0.18% 0.18% 484 0 0.0% Q2 2026 Aug 07, 2026
Strategic Advocates LLC History No change 2,109 316 1.22% 1.22% 485 0 0.0% Q2 2026 Aug 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 2,105 316 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 10, 2026
Sankala Group LLC History No change 1,769 316 0.21% 0.21% 487 0 0.0% Q2 2026 Aug 18, 2026
Laurel Wealth Advisors LLC History No change 2,100 315 0.03% 0.03% 488 0 0.0% Q2 2026 Jul 17, 2026
Opus Capital Group, LLC History No change 2,086 313 0.03% 0.03% 489 0 0.0% Q2 2026 Jul 31, 2026
CWA Asset Management Group, LLC History No change 2,083 312 0.01% 0.01% 490 0 0.0% Q2 2026 Jul 14, 2026
Mission Creek Capital Partners, Inc. History No change 2,081 312 0.05% 0.05% 491 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 2,072 311 0.01% 0.01% 492 0 0.0% Q2 2026 Jul 23, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,070 310 0.01% 0.01% 493 0 0.0% Q2 2026 Jul 21, 2026
US BANCORP \DE\ History No change 2,053 308 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 12, 2026
HANOVER ADVISORS INC History No change 2,052 308 0.11% 0.11% 495 0 0.0% Q2 2026 Aug 12, 2026
Claret Asset Management Corp History No change 2,050 308 0.03% 0.03% 496 0 0.0% Q2 2026 Jul 27, 2026
Plan Group Financial, LLC History No change 2,049 307 0.06% 0.06% 497 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 1,848 304 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 1,848 304 0.01% 0.01% 499 0 0.0% Q2 2026 Jul 29, 2026
KDK Private Wealth Management, LLC History No change 2,018 302 0.25% 0.25% 500 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 2,012 301 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 06, 2026
FLC Capital Advisors History No change 2,000 300 0.05% 0.05% 502 0 0.0% Q2 2026 Jul 20, 2026
Vestmark Advisory Solutions, Inc. History No change 1,995 299 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 1,995 299 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 12, 2026
Black Diamond Financial, LLC History No change 1,991 298 0.03% 0.03% 505 0 0.0% Q2 2026 Aug 04, 2026
Stonebridge Financial Group, LLC/CA History No change 1,987 298 0.04% 0.04% 506 0 0.0% Q2 2026 Aug 13, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 1,975 296 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 16, 2026
Walkner Condon Financial Advisors LLC History No change 1,957 293 0.03% 0.03% 508 0 0.0% Q2 2026 Jul 27, 2026
MATAURO, LLC History No change 1,946 292 0.04% 0.04% 509 0 0.0% Q2 2026 Jul 21, 2026
Kathmere Capital Management, LLC History No change 1,925 289 0.02% 0.02% 510 0 0.0% Q2 2026 Jul 29, 2026
MYECFO, LLC History No change 1,922 288 0.11% 0.11% 511 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 1,894 284 0.01% 0.01% 512 0 0.0% Q2 2026 Jul 24, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,890 283 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 07, 2026
WARNER FINANCIAL, INC History No change 1,883 282 0.08% 0.08% 514 0 0.0% Q2 2026 Jul 09, 2026
Nuveen, LLC History No change 1,873 281 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 11, 2026
Nicholas Hoffman & Company, LLC. History No change 1,871 280 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 04, 2026
Savvy Advisors, Inc. History No change 1,863 279 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 03, 2026
Kera Capital Partners, Inc. History No change 1,863 279 0.03% 0.03% 518 0 0.0% Q2 2026 Aug 14, 2026
Petix & Botte Co History No change 1,844 276 0.06% 0.06% 519 0 0.0% Q2 2026 Aug 04, 2026
Wealthcare Advisory Partners LLC History No change 1,837 275 0.01% 0.01% 520 0 0.0% Q2 2026 Jul 09, 2026
Prostatis Group LLC History No change 1,828 274 0.06% 0.06% 521 0 0.0% Q2 2026 Aug 14, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 1,826 274 0.1% 0.1% 522 0 0.0% Q2 2026 Jul 21, 2026
BENJAMIN EDWARDS INC History No change 1,823 273 0.0% 0.0% 523 0 0.0% Q2 2026 Jul 24, 2026
GFS Advisors, LLC History No change 808 270 0.03% 0.03% 524 0 0.0% Q2 2026 Aug 04, 2026
Harbor Asset Planning, Inc. History No change 1,802 270 0.2% 0.2% 525 0 0.0% Q2 2026 Jul 22, 2026
McKinley Carter Wealth Services, Inc. History No change 1,788 268 0.01% 0.01% 526 0 0.0% Q2 2026 Jul 28, 2026
Boltwood Capital Management History Reduced 1,549 266 0.06% 0.06% 528 -110 -6.63% Q3 2026 Oct 02, 2026
Baker Avenue Asset Management, LP History No change 1,773 266 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 28, 2026
Arsenal Capital Advisors LLC History No change 1,769 265 0.16% 0.16% 529 0 0.0% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 1,761 264 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 10, 2026
Twelve Points Wealth Management LLC History No change 1,745 261 0.05% 0.05% 531 0 0.0% Q2 2026 Aug 07, 2026
Peak Retirement Planning, Inc. History No change 1,728 259 0.04% 0.04% 532 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History No change 1,710 256 0.01% 0.01% 533 0 0.0% Q2 2026 Jul 07, 2026
Apella Capital, LLC History No change 1,651 254 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 08, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,697 254 0.0% 0.0% 535 0 0.0% Q2 2026 Sep 23, 2026
Fischer Financial Services, Inc. History No change 1,673 251 0.06% 0.06% 536 0 0.0% Q2 2026 Aug 11, 2026
Kingsview Wealth Management, LLC History No change 1,666 250 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 18, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,665 250 0.08% 0.08% 538 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Capital Partners, LLC History No change 1,665 249 0.1% 0.1% 539 0 0.0% Q2 2026 Jul 09, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,655 248 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 11, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 1,650 247 0.18% 0.18% 541 0 0.0% Q2 2026 Jul 28, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 1,414 244 0.03% 0.03% 542 0 0.0% Q2 2026 Aug 05, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 1,418 244 0.05% 0.04% 543 0 0.0% Q3 2026 Oct 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,620 243 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 11, 2026
VICTORY FINANCIAL GROUP, LLC History No change 1,625 243 0.03% 0.03% 545 0 0.0% Q2 2026 Jul 28, 2026
SMITH, MOORE & CO. History No change 1,602 240 0.02% 0.02% 546 0 0.0% Q2 2026 Aug 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,600 240 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 11, 2026
Berkeley Capital Partners, LLC History No change 1,578 236 0.05% 0.05% 548 0 0.0% Q2 2026 Aug 06, 2026
waypoint wealth counsel History No change 1,567 235 0.15% 0.15% 549 0 0.0% Q2 2026 Aug 04, 2026
Strait & Sound Wealth Management LLC History No change 1,565 234 0.08% 0.08% 550 0 0.0% Q2 2026 Aug 17, 2026
Security Financial Services, INC. History No change 1,554 233 0.03% 0.03% 551 0 0.0% Q2 2026 Jul 15, 2026
TD Capital Management LLC History No change 1,550 232 0.02% 0.02% 552 0 0.0% Q2 2026 Aug 06, 2026
First PREMIER Bank History No change 1,548 232 0.04% 0.04% 553 0 0.0% Q2 2026 Jul 15, 2026
Wilson & Boucher Capital Management, LLC History No change 1,550 232 0.14% 0.14% 554 0 0.0% Q2 2026 Aug 18, 2026
Diversified Trust Co History No change 1,538 231 0.0% 0.0% 555 0 0.0% Q2 2026 Jul 17, 2026
Capital Investment Counsel, LLC History No change 1,545 231 0.03% 0.03% 556 0 0.0% Q2 2026 Jul 15, 2026
Quotient Wealth Partners, LLC History No change 1,520 228 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 03, 2026
JFS WEALTH ADVISORS, LLC History No change 1,513 227 0.01% 0.01% 558 0 0.0% Q2 2026 Jul 10, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 1,384 225 0.09% 0.09% 559 0 0.0% Q2 2026 Aug 12, 2026
WEST BANCORPORATION INC History No change 1,495 224 0.1% 0.1% 560 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 1,497 224 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 20, 2026
Slagle Financial, LLC History No change 1,496 224 0.07% 0.07% 562 0 0.0% Q2 2026 Jul 29, 2026
North Star Investment Management Corp. History No change 1,487 223 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 28, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,489 223 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 13, 2026
Arrowroot Family Office, LLC History No change 1,492 223 0.06% 0.06% 565 0 0.0% Q2 2026 Aug 06, 2026
CALTON & ASSOCIATES, INC. History No change 1,479 222 0.03% 0.03% 566 0 0.0% Q2 2026 Aug 10, 2026
Mustard Seed Financial, LLC History No change 1,484 222 0.12% 0.12% 567 0 0.0% Q2 2026 Aug 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,480 221 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 22, 2026
Lakeridge Wealth Management LLC History No change 1,478 221 0.08% 0.08% 569 0 0.0% Q2 2026 Jul 14, 2026
Kachkovsky & Fisher, Inc. History No change 1,472 220 0.21% 0.21% 570 0 0.0% Q2 2026 Sep 08, 2026
PRIVATE MANAGEMENT GROUP INC History No change 1,460 219 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 31, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,453 218 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 10, 2026
Causey Wealth LLC History No change 1,457 218 0.09% 0.09% 573 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 1,441 216 0.01% 0.01% 574 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,441 216 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 13, 2026
LongView Wealth Management History No change 1,444 216 0.06% 0.06% 576 0 0.0% Q2 2026 Jul 17, 2026
Modern Wealth Management, LLC History No change 1,443 216 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 1,427 214 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 07, 2026
Cyndeo Wealth Partners, LLC History No change 1,416 212 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 21, 2026
City State Bank History No change 1,407 211 0.05% 0.05% 580 0 0.0% Q2 2026 Jul 14, 2026
Triumph Capital Management History No change 1,403 210 0.04% 0.04% 581 0 0.0% Q2 2026 Jul 20, 2026
Avidian Wealth Enterprises, LLC History No change 1,394 209 0.01% 0.01% 582 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 1,386 208 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 10, 2026
Total Clarity Wealth Management, Inc. History No change 1,387 208 0.04% 0.04% 584 0 0.0% Q2 2026 Jul 23, 2026
Wilmington Savings Fund Society, FSB History No change 1,383 207 0.0% 0.0% 585 0 0.0% Q2 2026 Jul 28, 2026
Annex Advisory Services, LLC History No change 1,364 204 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 10, 2026
Waterloo Capital, L.P. History No change 1,363 204 0.01% 0.01% 587 0 0.0% Q2 2026 Jul 29, 2026
Segment Wealth Management, LLC History No change 1,350 202 0.01% 0.01% 588 0 0.0% Q2 2026 Jul 16, 2026
Leo H. Evart, Inc. History No change 1,276 191 0.15% 0.15% 589 0 0.0% Q2 2026 Aug 17, 2026
Vermillion Wealth Management, Inc. History No change 1,215 182 0.04% 0.04% 590 0 0.0% Q2 2026 Jul 15, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,169 175 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 10, 2026
Investors Research Corp History No change 1,139 170 0.03% 0.03% 592 0 0.0% Q2 2026 Jul 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,096 164 0.02% 0.02% 593 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 1,086 163 0.08% 0.08% 594 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 1,074 161 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 12, 2026
GeoWealth Management, LLC History No change 1,059 159 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 30, 2026
Truvestments Capital LLC History No change 1,057 158 0.02% 0.02% 597 0 0.0% Q2 2026 Aug 12, 2026
Olistico Wealth, LLC History Added to 902 155 0.06% 0.06% 598 +4 0.45% Q3 2026 Oct 05, 2026
UMB Bank, n.a. History No change 1,000 150 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 987 148 0.01% 0.01% 600 0 0.0% Q2 2026 Aug 12, 2026
Bravera Wealth History No change 983 147 0.06% 0.06% 601 0 0.0% Q2 2026 Jul 23, 2026
Main Management LLC History No change 950 143 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 14, 2026
Security National Bank History No change 955 143 0.02% 0.02% 603 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Management Group, LLC History No change 940 141 0.03% 0.03% 604 0 0.0% Q2 2026 Jul 27, 2026
BAYBAN History No change 943 141 0.11% 0.11% 605 0 0.0% Q2 2026 Jul 30, 2026
KERR FINANCIAL PLANNING Corp History No change 920 138 0.15% 0.15% 606 0 0.0% Q2 2026 Jul 02, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 885 132 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 28, 2026
GLENMEDE TRUST CO NA History No change 861 129 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 860 129 0.01% 0.01% 609 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF VERMONT History No change 852 127 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 07, 2026
Westside Investment Management, Inc. History No change 842 126 0.02% 0.02% 611 0 0.0% Q2 2026 Jul 27, 2026
VSM Wealth Advisory, LLC History No change 840 126 0.03% 0.03% 612 0 0.0% Q2 2026 Jul 22, 2026
Coston, McIsaac & Partners History No change 825 123 0.02% 0.02% 613 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 805 120 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 12, 2026
CBIZ Investment Advisory Services, LLC History No change 688 119 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 778 116 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 766 115 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 759 114 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 24, 2026
Ankerstar Wealth, LLC History No change 748 112 0.09% 0.09% 619 0 0.0% Q2 2026 Aug 13, 2026
CARDIFF PARK ADVISORS, LLC History No change 743 111 0.01% 0.01% 620 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 675 101 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 27, 2026
ASHTON THOMAS SECURITIES, LLC History No change 625 93 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 622 93 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 15, 2026
Russell Investments Group, Ltd. History No change 608 91 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 06, 2026
Glen Eagle Advisors, LLC History No change 590 88 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 570 85 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 555 83 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 31, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 540 81 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 14, 2026
Capital Investment Advisory Services, LLC History No change 515 77 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 23, 2026
Founders Financial Alliance, LLC History No change 515 77 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 04, 2026
Robinswood Financial LLC History No change 515 77 0.02% 0.02% 631 0 0.0% Q2 2026 Jul 14, 2026
HHM Wealth Advisors, LLC History No change 505 75 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 13, 2026
LGT Financial Advisors LLC History No change 488 73 0.39% 0.39% 633 0 0.0% Q2 2026 Jul 24, 2026
Key FInancial Inc History No change 455 68 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 24, 2026
Cheviot Value Management, LLC History No change 437 65 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 06, 2026
Harborfront Financial Group LLC History No change 433 65 0.25% 0.25% 636 0 0.0% Q2 2026 Aug 07, 2026
Atomic Invest LLC History No change 407 61 0.01% 0.01% 637 0 0.0% Q2 2026 Sep 25, 2026
Davis Capital Management History No change 401 60 0.04% 0.04% 638 0 0.0% Q2 2026 Jul 16, 2026
Community Financial Services Group, LLC History No change 399 59 0.01% 0.01% 639 0 0.0% Q2 2026 Jul 09, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 399 59 0.05% 0.05% 640 0 0.0% Q2 2026 Jul 09, 2026
Advanced Asset Management Advisors Inc History No change 386 58 0.02% 0.02% 641 0 0.0% Q2 2026 Jul 16, 2026
Forum Finance Group S.A. History No change 460 56 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 372 55 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 08, 2026
PROFFITT & GOODSON INC History No change 359 53 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 22, 2026
GAMMA Investing LLC History No change 342 51 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 07, 2026
Cape Investment Advisory, Inc. History No change 334 50 0.01% 0.01% 646 0 0.0% Q2 2026 Jul 23, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 275 46 0.01% 0.01% 647 0 0.0% Q2 2026 Jul 27, 2026
Principia Wealth Advisory, LLC History No change 310 46 0.02% 0.02% 648 0 0.0% Q2 2026 Aug 26, 2026
Seneschal Advisors, LLC History No change 300 45 0.03% 0.03% 649 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 299 44 0.01% 0.01% 650 0 0.0% Q2 2026 Jul 20, 2026
Coastline Trust Co History No change 250 43 0.0% 0.0% 651 0 0.0% Q3 2026 Oct 01, 2026
Tripletail Wealth Management, LLC History No change 289 43 0.05% 0.05% 652 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 284 42 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 13, 2026
Costello Asset Management, INC History No change 282 42 0.01% 0.01% 654 0 0.0% Q2 2026 Jul 28, 2026
Bullock Wealth Management Group History No change 271 40 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 19, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 264 39 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 15, 2026
Godfrey Financial Associates, Inc. History No change 263 39 0.03% 0.03% 657 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 246 37 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 12, 2026
Strive Financial Group ,LLC History No change 250 37 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 242 36 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 06, 2026
Bank of New Hampshire History No change 210 36 0.01% 0.01% 661 0 0.0% Q3 2026 Oct 06, 2026
SHP Wealth Management History No change 235 35 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 11, 2026
Gleason Group, Inc. History No change 221 33 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 13, 2026
Quest 10 Wealth Builders, Inc. History No change 221 33 0.03% 0.03% 664 0 0.0% Q2 2026 Jul 24, 2026
Tradewinds Capital Management, LLC History No change 209 31 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 23, 2026
DHJJ Financial Advisors, Ltd. History No change 212 31 0.01% 0.01% 666 0 0.0% Q2 2026 Jul 24, 2026
HM PAYSON & CO History No change 200 30 0.0% 0.0% 667 0 0.0% Q2 2026 Jul 17, 2026
CVA Family Office, LLC History No change 200 30 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 07, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 191 28 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 14, 2026
Murphy & Mullick Capital Management Corp History No change 193 28 0.02% 0.02% 670 0 0.0% Q2 2026 Aug 14, 2026
Creative Capital Management Investments LLC History No change 186 27 0.01% 0.01% 671 0 0.0% Q2 2026 Jul 24, 2026
MilWealth Group LLC History No change 185 27 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 03, 2026
Regatta Research & Money Management History No change 178 26 0.02% 0.02% 673 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 167 25 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 08, 2026
FINANCIAL CONSULATE, INC History No change 169 25 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 23, 2026
Golden State Wealth Management, LLC History No change 167 25 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 22, 2026
Frisco Financial Planning LLC History No change 150 25 0.02% 0.02% 677 0 0.0% Q3 2026 Oct 05, 2026
Cranbrook Wealth Management, LLC History No change 164 24 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 06, 2026
VISION FINANCIAL MARKETS LLC History No change 156 23 0.02% 0.02% 679 0 0.0% Q2 2026 Jul 24, 2026
Peachtree Investment Partners, LLC History No change 157 23 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 150 22 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 27, 2026
Archer Investment Corp History No change 142 21 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 03, 2026
Abound Wealth Management History No change 143 21 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 10, 2026
Private Wealth Asset Management, LLC History No change 136 20 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 11, 2026
Clark Wealth Partners History No change 134 20 0.01% 0.01% 685 0 0.0% Q2 2026 Jul 28, 2026
Winch Advisory Services, LLC History No change 127 19 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 06, 2026
OBSIDIAN CIO, LLC History No change 122 18 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 03, 2026
Orion Capital Management LLC History No change 122 18 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 17, 2026
Hara Capital LLC History No change 126 18 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 108 16 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 30, 2026
Rakuten Securities, Inc. History No change 107 16 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 11, 2026
HOWE & RUSLING INC History No change 107 15 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 106 15 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 28, 2026
Ancora Advisors LLC History No change 104 15 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 103 15 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 30, 2026
Steigerwald, Gordon & Koch Inc. History No change 100 15 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 22, 2026
TSFG, LLC History No change 97 15 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 23, 2026
NFSG Corp History No change 103 15 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 100 15 0.01% 0.01% 699 0 0.0% Q2 2026 Jul 21, 2026
ENTRUST FINANCIAL LLC History No change 103 15 0.01% 0.01% 700 0 0.0% Q2 2026 Jul 20, 2026
Sunrise Financial Services, LLC History No change 102 15 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 12, 2026
Hanson & Doremus Investment Management History No change 96 14 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 29, 2026
VANGUARD ADVISERS INC History No change 92 13 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 13, 2026
New England Capital Financial Advisors LLC History No change 88 13 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 27, 2026
Nova Wealth Management, Inc. History No change 93 13 0.01% 0.01% 705 0 0.0% Q2 2026 Jul 13, 2026
Copia Wealth Management History No change 87 13 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 82 12 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 13, 2026
Main Street Group, LTD History No change 80 12 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 13, 2026
AMERIFLEX GROUP, INC. History No change 84 12 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 76 11 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 30, 2026
JNBA Financial Advisors History No change 78 11 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 23, 2026
Trust Co History No change 79 11 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 10, 2026
ELEVATE WEALTH ADVISORY, INC History No change 77 11 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 76 11 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 14, 2026
HighMark Wealth Management LLC History No change 72 10 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 68 10 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 14, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 65 9 0.0% 0.0% 717 0 0.0% Q2 2026 Sep 18, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 66 9 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 27, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 60 9 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 20, 2026
Timbuktu Capital Management, LLC History No change 66 9 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 13, 2026
Rice Partnership, LLC History No change 53 8 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 29, 2026
Osbon Capital Management LLC History No change 55 8 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 58 8 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 50 7 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 21, 2026
Citizens National Bank Trust Department History No change 50 7 0.0% 0.0% 725 0 0.0% Q2 2026 Jul 22, 2026
Paladin Advisory Group, LLC History No change 52 7 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 28, 2026
SouthState Bank Corp History No change 42 6 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 36 6 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 29, 2026
Bradley & Co. Private Wealth Management, LLC History No change 41 6 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 41 6 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 24, 2026
United Financial Planning Group LLC History No change 43 6 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 06, 2026
Key Capital Management, INC History No change 41 6 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 27, 2026
Hilton Head Capital Partners, LLC History No change 40 6 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 39 5 0.0% 0.0% 734 0 0.0% Q2 2026 Jul 07, 2026
Continuum Advisory, LLC History No change 36 5 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 06, 2026
Cherry Tree Wealth Management, LLC History No change 38 5 0.0% 0.0% 736 0 0.0% Q2 2026 Sep 15, 2026
Financial Network Wealth Advisors LLC History No change 38 5 0.01% 0.01% 737 0 0.0% Q2 2026 Jul 29, 2026
SYM FINANCIAL Corp History No change 29 4 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 04, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 31 4 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 29 4 0.0% 0.0% 740 0 0.0% Q2 2026 Sep 04, 2026
JDM Financial Group LLC History No change 33 4 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 17, 2026
Rialto Wealth Management, LLC History No change 28 4 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 11, 2026
Allied Private Wealth LLC History No change 30 4 0.0% 0.0% 743 0 0.0% Q2 2026 Jul 09, 2026
Rosenberg Matthew Hamilton History New 20 3 0.0% — 748 +20 New Q3 2026 Oct 05, 2026
GILL CAPITAL PARTNERS, LLC History No change 25 3 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 20, 2026
Fairscale Capital, LLC History No change 25 3 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 07, 2026
WPG Advisers, LLC History No change 20 3 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 05, 2026
Montgomery Financial Services LLC History No change 23 3 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 18 2 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 14, 2026
Nalls Sherbakoff Group, LLC History No change 18 2 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 17, 2026
Brooklyn FI, LLC History No change 12 2 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 04, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 19 2 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 8 1 0.0% 0.0% 753 0 0.0% Q2 2026 Jul 29, 2026
GHP Investment Advisors, Inc. History No change 8 1 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 17, 2026
Quaker Wealth Management, LLC History No change 11 1 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 24, 2026
LifeSteps Financial, Inc. History No change 10 1 0.0% 0.0% 756 0 0.0% Q2 2026 Jul 17, 2026
Kings Path Partners LLC History No change 7 1 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 14, 2026
Burk Holdings LLC History No change 13 1 0.0% 0.0% 758 0 0.0% Q2 2026 Aug 12, 2026
Signature Equity Partners, LLC History No change 9 1 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 30, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 10 1 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 12, 2026
CULLEN/FROST BANKERS, INC. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
SIGNATUREFD, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Banque Cantonale Vaudoise History No change 416 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Concord Wealth Partners History No change 6 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
TUCKER ASSET MANAGEMENT LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 27, 2026
Central Pacific Bank - Trust Division History No change 1 0 — — — 0 0.0% Q3 2026 Oct 05, 2026