VANGUARD WORLD FUND - VFH

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 21,196,317 2,789,435 0.18% 0.18% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 3,729,437 490,794 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,938,513 255,108 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,811,916 238,448 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 1,686,235 221,908 2.78% 2.78% 5 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,221,644 160,768 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 964,920 126,983 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 930,485 122,451 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 742,857 97,764 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 639,191 84,118 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 605,000 79,618 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 485,154 63,846 0.02% 0.02% 12 0 0.0% Q2 2026 Sep 23, 2026
Beacon Capital Management, Inc. History No change 478,035 62,909 3.81% 3.81% 13 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 451,392 59,402 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 435,273 57,347 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 430,033 56,592 0.05% 0.05% 16 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 344,493 45,335 0.12% 0.12% 17 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 303,034 39,904 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 14, 2026
ALLIANZ SE History No change 267,713 35,231 0.37% 0.37% 19 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 243,922 32,100 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 242,805 31,953 0.05% 0.05% 21 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 236,897 31,175 0.09% 0.09% 22 0 0.0% Q2 2026 Aug 04, 2026
TD Waterhouse Canada Inc. History No change 221,005 29,692 0.08% 0.08% 23 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Financial Partners, Inc. History No change 212,066 27,907 0.19% 0.19% 24 0 0.0% Q2 2026 Aug 14, 2026
KCM INVESTMENT ADVISORS LLC History No change 200,509 26,386 0.78% 0.78% 25 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 197,536 25,995 0.52% 0.52% 26 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 192,960 25,393 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 188,644 24,825 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 07, 2026
Ayalon Insurance Comp Ltd. History No change 178,031 23,429 2.87% 2.87% 29 0 0.0% Q2 2026 Jul 13, 2026
Sanctuary Advisors, LLC History No change 172,422 22,690 0.11% 0.11% 30 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 158,789 20,897 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 05, 2026
Main Management LLC History No change 157,223 20,691 1.39% 1.39% 32 0 0.0% Q2 2026 Aug 14, 2026
CMH Wealth Management LLC History No change 150,808 19,846 3.03% 3.03% 33 0 0.0% Q2 2026 Jul 09, 2026
Cedar Mountain Advisors, LLC History No change 146,558 19,287 3.32% 3.32% 34 0 0.0% Q2 2026 Jul 02, 2026
TRUST CO OF OKLAHOMA History No change 142,855 18,799 4.83% 4.83% 35 0 0.0% Q2 2026 Jul 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 142,504 18,753 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 19, 2026
GOLDMAN SACHS GROUP INC History No change 138,842 18,271 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 138,679 18,250 0.24% 0.24% 38 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 136,363 17,945 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 133,814 17,609 0.03% 0.03% 40 0 0.0% Q2 2026 Aug 05, 2026
HighTower Advisors, LLC History No change 129,075 16,986 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 05, 2026
ASSETMARK, INC History No change 120,753 15,891 0.03% 0.03% 42 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Wealth History No change 115,665 15,221 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 115,066 15,142 0.05% 0.05% 44 0 0.0% Q2 2026 Aug 14, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Reduced 112,002 14,570 5.21% 5.04% 45 -2,110 -1.85% Q3 2026 Oct 06, 2026
Retirement Planning Group, LLC History No change 108,505 14,279 0.36% 0.36% 46 0 0.0% Q2 2026 Aug 05, 2026
Winthrop Capital Management, LLC History No change 104,157 13,707 3.31% 3.31% 47 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 103,222 13,570 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 104,022 13,532 0.36% 0.37% 49 -4,602 -4.24% Q3 2026 Oct 05, 2026
Quantinno Capital Management LP History No change 100,363 13,207 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 13, 2026
WBH ADVISORY INC History No change 99,170 13,050 0.88% 0.88% 51 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 97,503 12,831 0.02% 0.02% 52 0 0.0% Q2 2026 Jul 29, 2026
Allen Investment Management, LLC History No change 95,861 12,615 0.15% 0.15% 53 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 89,745 11,810 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 89,438 11,770 0.03% 0.03% 55 0 0.0% Q2 2026 Jul 27, 2026
Wheelhouse Advisory Group LLC History No change 88,023 11,583 3.27% 3.27% 56 0 0.0% Q2 2026 Jul 23, 2026
Creative Planning History No change 81,376 10,709 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 80,709 10,621 3.38% 3.38% 58 0 0.0% Q2 2026 Jul 23, 2026
TRUIST FINANCIAL CORP History No change 79,657 10,482 0.01% 0.01% 59 0 0.0% Q2 2026 Jul 28, 2026
CHAI TRUST CO LLC History No change 78,503 10,331 0.71% 0.71% 60 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 72,024 9,478 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 69,443 9,138 0.0% 0.0% 62 0 0.0% Q2 2026 Sep 02, 2026
HANCOCK WHITNEY CORP History No change 67,154 8,837 0.15% 0.15% 63 0 0.0% Q2 2026 Aug 14, 2026
Madison Asset Management, LLC History No change 64,266 8,457 0.1% 0.1% 64 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 63,181 8,314 0.09% 0.09% 65 0 0.0% Q2 2026 Aug 12, 2026
LCM Capital Management Inc History No change 63,009 8,291 3.6% 3.6% 66 0 0.0% Q2 2026 Jul 30, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 62,306 8,199 1.64% 1.64% 67 0 0.0% Q2 2026 Jul 22, 2026
CALTON & ASSOCIATES, INC. History No change 61,387 8,078 1.18% 1.18% 68 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 60,191 7,921 0.03% 0.03% 69 0 0.0% Q2 2026 Jul 28, 2026
ATLAS CAPITAL ADVISORS INC. History No change 58,483 7,696 0.84% 0.84% 70 0 0.0% Q2 2026 Aug 13, 2026
Bellwether Advisors, LLC History No change 58,048 7,639 1.13% 1.13% 71 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 54,382 7,156 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
BTG Pactual Asset Management US LLC History No change 53,391 7,026 0.44% 0.44% 73 0 0.0% Q2 2026 Aug 14, 2026
Gibraltar Capital Management, Inc. History No change 52,142 6,861 1.06% 1.06% 74 0 0.0% Q2 2026 Jul 20, 2026
Annex Advisory Services, LLC History No change 51,200 6,737 0.12% 0.12% 75 0 0.0% Q2 2026 Jul 10, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 49,276 6,484 0.05% 0.05% 76 0 0.0% Q2 2026 Jul 23, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 48,290 6,354 1.7% 1.7% 77 0 0.0% Q2 2026 Jul 16, 2026
Curran Financial Partners, LLC History No change 48,196 6,342 0.94% 0.94% 78 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 48,166 6,338 0.04% 0.04% 79 0 0.0% Q2 2026 Sep 08, 2026
THEORY FINANCIAL LLC History No change 46,809 6,160 1.94% 1.94% 80 0 0.0% Q2 2026 Jul 31, 2026
AlphaCore Capital LLC History No change 46,790 6,157 0.11% 0.11% 81 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 46,549 6,125 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 46,168 6,075 0.04% 0.04% 83 0 0.0% Q2 2026 Aug 17, 2026
Merit Financial Group, LLC History No change 46,016 6,055 0.04% 0.04% 84 0 0.0% Q2 2026 Jul 20, 2026
Wall Street Financial Group, Inc. History No change 44,949 5,915 3.16% 3.16% 85 0 0.0% Q2 2026 Jul 13, 2026
Altura Wealth Advisors Inc. History No change 44,706 5,883 1.98% 1.98% 86 0 0.0% Q2 2026 Jul 22, 2026
LMG Wealth Partners, LLC History No change 43,632 5,742 0.92% 0.92% 87 0 0.0% Q2 2026 Aug 12, 2026
Cascade Financial Partners, LLC History No change 42,323 5,569 0.48% 0.48% 88 0 0.0% Q2 2026 Aug 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 42,292 5,565 0.07% 0.07% 89 0 0.0% Q2 2026 Jul 24, 2026
Frank, Rimerman Advisors LLC History No change 41,579 5,471 0.31% 0.31% 90 0 0.0% Q2 2026 Jul 27, 2026
NATIXIS ADVISORS, LLC History No change 41,026 5,399 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 40,312 5,305 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 13, 2026
Silver Coast Investments LLC History No change 39,595 5,210 1.55% 1.55% 93 0 0.0% Q2 2026 Jul 24, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 39,230 5,162 0.05% 0.05% 94 0 0.0% Q2 2026 Aug 14, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 36,706 5,058 0.95% 0.95% 95 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 38,338 5,045 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 37,853 4,981 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 53,420 4,821 0.01% 0.01% 98 0 0.0% Q2 2026 Jul 15, 2026
Anchor Investment Management, LLC History No change 36,585 4,814 0.36% 0.36% 99 0 0.0% Q2 2026 Sep 15, 2026
Quaker Wealth Management, LLC History No change 36,583 4,814 1.4% 1.4% 100 0 0.0% Q2 2026 Jul 24, 2026
Waverly Advisors, LLC History No change 34,450 4,533 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 34,065 4,483 0.04% 0.04% 102 0 0.0% Q2 2026 Jul 27, 2026
Argentarii, LLC History No change 31,576 4,464 1.35% 1.35% 103 0 0.0% Q2 2026 Aug 12, 2026
North Forty Two & Co. History No change 32,707 4,304 3.65% 3.65% 104 0 0.0% Q2 2026 Jul 24, 2026
Focus Financial Network, Inc. History No change 31,826 4,188 0.13% 0.13% 105 0 0.0% Q2 2026 Jul 09, 2026
Financial Freedom, LLC History No change 31,625 4,161 1.91% 1.91% 106 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 30,529 4,017 0.02% 0.02% 107 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 30,330 3,991 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Elm Partners Management LLC History No change 29,352 3,862 0.14% 0.14% 109 0 0.0% Q2 2026 Jul 28, 2026
NORTHERN TRUST CORP History No change 29,305 3,856 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Joule Financial, LLC History No change 29,304 3,856 1.05% 1.05% 111 0 0.0% Q2 2026 Jul 15, 2026
Gladstone Institutional Advisory LLC History No change 29,033 3,820 0.12% 0.12% 112 0 0.0% Q2 2026 Jul 27, 2026
Tandem Wealth Advisors LLC History No change 28,535 3,755 1.49% 1.49% 113 0 0.0% Q2 2026 Aug 13, 2026
RCW Management, LLC History No change 28,309 3,725 3.34% 3.34% 114 0 0.0% Q2 2026 Jul 21, 2026
Robertson Stephens Wealth Management, LLC History No change 27,895 3,670 0.09% 0.09% 115 0 0.0% Q2 2026 Jul 29, 2026
City State Bank History No change 27,626 3,635 0.83% 0.83% 116 0 0.0% Q2 2026 Jul 14, 2026
FIRST FINANCIAL CORP /IN/ History No change 27,365 3,601 1.25% 1.25% 117 0 0.0% Q2 2026 Jul 07, 2026
Advisors Capital Management, LLC History No change 27,333 3,597 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 11, 2026
Sharper & Granite LLC History No change 27,284 3,590 1.11% 1.11% 119 0 0.0% Q2 2026 Jul 16, 2026
Beacon Pointe Advisors, LLC History No change 26,828 3,530 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 18, 2026
D.A. DAVIDSON & CO. History No change 25,839 3,400 0.02% 0.02% 121 0 0.0% Q2 2026 Jul 24, 2026
Trinity Legacy Partners, LLC History No change 24,363 3,391 0.68% 0.68% 122 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Advisors, LLC History No change 25,725 3,385 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 25,665 3,377 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 11, 2026
BOKF, NA History No change 25,161 3,311 0.05% 0.05% 125 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 25,037 3,295 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 24,668 3,246 0.07% 0.07% 127 0 0.0% Q2 2026 Aug 14, 2026
Lebenthal Global Advisors, LLC History No change 24,520 3,226 0.44% 0.44% 128 0 0.0% Q2 2026 Jul 30, 2026
PARK NATIONAL CORP /OH/ History Reduced 24,458 3,181 0.09% 0.1% 129 -2,824 -10.35% Q3 2026 Oct 05, 2026
OPPENHEIMER & CO INC History No change 23,851 3,138 0.03% 0.03% 130 0 0.0% Q2 2026 Aug 03, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 23,439 3,084 0.12% 0.12% 131 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 23,046 3,032 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 10, 2026
Royal Fund Management, LLC History No change 22,829 3,004 0.25% 0.25% 133 0 0.0% Q2 2026 Jul 20, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 22,818 3,002 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 11, 2026
Horizon Family Wealth, Inc. History No change 22,626 2,977 1.36% 1.36% 135 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 22,421 2,950 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
Praetorian Wealth Management, Inc. History No change 21,925 2,885 0.5% 0.5% 137 0 0.0% Q2 2026 Jul 07, 2026
Richmond Brothers, Inc. History No change 21,641 2,847 1.48% 1.48% 138 0 0.0% Q2 2026 Aug 11, 2026
Snowden Capital Advisors LLC History No change 21,512 2,831 0.07% 0.07% 139 0 0.0% Q2 2026 Aug 13, 2026
O'ROURKE & COMPANY, Inc History No change 21,450 2,822 0.98% 0.98% 140 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 20,927 2,753 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 14, 2026
EARNED WEALTH ADVISORS, LLC History No change 20,798 2,737 0.18% 0.18% 142 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 20,679 2,721 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 03, 2026
Federation des caisses Desjardins du Quebec History No change 20,392 2,683 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 20,319 2,673 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 19,742 2,598 0.18% 0.18% 146 0 0.0% Q2 2026 Aug 07, 2026
Atria Investments, Inc History No change 19,314 2,541 0.03% 0.03% 147 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 18,885 2,485 0.03% 0.03% 148 0 0.0% Q2 2026 Aug 12, 2026
NorthCrest Asset Manangement, LLC History No change 18,146 2,467 0.06% 0.06% 149 0 0.0% Q2 2026 Jul 15, 2026
MontVue Capital Management, Inc. History No change 18,625 2,451 1.41% 1.41% 150 0 0.0% Q2 2026 Jul 27, 2026
Madden Advisory Services, Inc. History No change 18,233 2,399 0.86% 0.86% 151 0 0.0% Q2 2026 Aug 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 18,214 2,397 0.02% 0.02% 152 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 17,970 2,364 0.1% 0.1% 153 0 0.0% Q2 2026 Jul 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 17,706 2,330 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 17,523 2,306 0.02% 0.02% 155 0 0.0% Q2 2026 Jul 17, 2026
Essex Financial Services, Inc. History No change 17,366 2,285 0.11% 0.11% 156 0 0.0% Q2 2026 Aug 10, 2026
Avion Wealth History No change 16,686 2,195 0.41% 0.41% 157 0 0.0% Q2 2026 Jul 31, 2026
Quantitative Investment Management, LLC History No change 16,561 2,179 0.24% 0.24% 158 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 16,372 2,154 0.06% 0.06% 159 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Planning, LLC History No change 16,120 2,121 0.49% 0.49% 160 0 0.0% Q2 2026 Jul 29, 2026
Terra Nova Asset Management LLC History No change 15,925 2,095 1.28% 1.28% 161 0 0.0% Q2 2026 Aug 04, 2026
HARBOUR INVESTMENTS, INC. History No change 15,819 2,081 0.03% 0.03% 162 0 0.0% Q2 2026 Aug 12, 2026
Raab & Moskowitz Asset Management LLC History No change 15,805 2,079 0.42% 0.42% 163 0 0.0% Q2 2026 Jul 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 15,432 2,030 0.14% 0.14% 164 0 0.0% Q2 2026 Aug 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 14,939 1,966 0.03% 0.03% 165 0 0.0% Q2 2026 Aug 10, 2026
MISSION WEALTH MANAGEMENT, LP History No change 14,513 1,909 0.02% 0.02% 166 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 14,513 1,909 0.03% 0.03% 167 0 0.0% Q2 2026 Aug 05, 2026
JM2 Capital Inc. History No change 14,490 1,906 1.31% 1.31% 168 0 0.0% Q2 2026 Jul 21, 2026
Novak & Powell Financial Services, Inc. History No change 14,325 1,885 0.89% 0.89% 169 0 0.0% Q2 2026 Aug 11, 2026
Investor's Fiduciary Advisor Network, LLC History No change 14,257 1,876 0.64% 0.64% 170 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 14,146 1,861 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Group, LLC/CA History No change 14,111 1,857 0.26% 0.26% 172 0 0.0% Q2 2026 Aug 13, 2026
Live Oak Investment Partners History No change 13,891 1,828 0.98% 0.98% 173 0 0.0% Q2 2026 Aug 10, 2026
CWA Asset Management Group, LLC History No change 13,819 1,818 0.06% 0.06% 174 0 0.0% Q2 2026 Jul 14, 2026
BlackRock, Inc. History No change 13,766 1,811 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD SECURITIES, INC. History No change 13,731 1,807 0.1% 0.1% 176 0 0.0% Q2 2026 Jul 15, 2026
Krilogy Financial LLC History No change 13,701 1,803 0.05% 0.05% 177 0 0.0% Q2 2026 Jul 27, 2026
Evanson Financial, LLC History No change 13,328 1,753 0.09% 0.09% 178 0 0.0% Q2 2026 Jul 07, 2026
Bank of Marin History No change 13,249 1,743 1.22% 1.22% 179 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 13,187 1,735 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 04, 2026
Bigelow Investment Advisors, LLC History No change 12,996 1,710 0.62% 0.62% 181 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY TRUST CO History No change 12,945 1,703 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 12,899 1,697 0.07% 0.07% 183 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 12,742 1,676 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 12,715 1,673 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 12,609 1,659 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 12,488 1,643 0.03% 0.03% 187 0 0.0% Q2 2026 Jul 14, 2026
Baird Financial Group, Inc. History No change 12,489 1,643 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 12,475 1,641 0.03% 0.03% 189 0 0.0% Q2 2026 Jul 21, 2026
Magnus Financial Group LLC History No change 12,374 1,628 0.12% 0.12% 190 0 0.0% Q2 2026 Jul 09, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 12,333 1,623 0.84% 0.84% 191 0 0.0% Q2 2026 Jul 22, 2026
Capital Management Associates, Inc History No change 12,329 1,622 0.33% 0.33% 192 0 0.0% Q2 2026 Jul 22, 2026
Y-Intercept (Hong Kong) Ltd History No change 12,171 1,601 0.03% 0.03% 193 0 0.0% Q2 2026 Jul 13, 2026
Manchester Capital Management LLC History No change 12,162 1,600 0.21% 0.21% 194 0 0.0% Q2 2026 Aug 13, 2026
17 CAPITAL PARTNERS, LLC History No change 12,070 1,588 0.72% 0.72% 195 0 0.0% Q2 2026 Aug 06, 2026
BRIGHTON JONES LLC History No change 12,064 1,587 0.03% 0.03% 196 0 0.0% Q2 2026 Aug 11, 2026
Evolution Wealth Advisors, LLC History No change 11,890 1,564 0.18% 0.18% 197 0 0.0% Q2 2026 Jul 29, 2026
Cladis Investment Advisory, LLC History No change 11,755 1,546 0.72% 0.72% 198 0 0.0% Q2 2026 Aug 13, 2026
INGALLS & SNYDER LLC History No change 11,639 1,532 0.04% 0.04% 199 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Capital Partners, LLC History No change 11,636 1,531 0.63% 0.63% 200 0 0.0% Q2 2026 Jul 09, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 11,581 1,524 0.03% 0.03% 201 0 0.0% Q2 2026 Jul 15, 2026
Keebeck Wealth Management History No change 11,465 1,508 0.15% 0.15% 202 0 0.0% Q2 2026 Aug 11, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 11,394 1,499 0.04% 0.04% 203 0 0.0% Q2 2026 Jul 31, 2026
SCS Capital Management LLC History No change 11,369 1,496 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 06, 2026
RBA Wealth Management, LLC History No change 11,341 1,492 0.55% 0.55% 205 0 0.0% Q2 2026 Jul 23, 2026
Private Wealth Advisors, LLC History No change 11,229 1,477 0.38% 0.38% 206 0 0.0% Q2 2026 Aug 06, 2026
Idaho Trust Co History No change 11,188 1,472 0.43% 0.43% 207 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 11,094 1,459 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 29, 2026
GLENMEDE TRUST CO NA History No change 11,062 1,455 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 11,059 1,455 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 10,770 1,417 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 07, 2026
CHOREO, LLC History No change 10,491 1,380 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 04, 2026
One Charles Private Wealth Services, LLC History No change 10,419 1,371 0.32% 0.32% 213 0 0.0% Q2 2026 Jul 15, 2026
Disciplined Investors, L.L.C. History No change 10,399 1,368 0.68% 0.68% 214 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 10,361 1,363 0.02% 0.02% 215 0 0.0% Q2 2026 Jul 15, 2026
Asset One Wealth Management LLC History No change 9,797 1,356 0.14% 0.14% 216 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 10,289 1,354 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 06, 2026
Simplicity Wealth,LLC History No change 10,030 1,319 0.04% 0.04% 218 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Advisors, LLC History No change 9,811 1,291 0.07% 0.07% 219 0 0.0% Q2 2026 Aug 11, 2026
Hopwood Financial Services, Inc. History No change 9,794 1,288 0.75% 0.75% 220 0 0.0% Q2 2026 Jul 22, 2026
Wealth Management Associates, Inc. History No change 9,711 1,277 0.35% 0.35% 221 0 0.0% Q2 2026 Jul 21, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 9,703 1,276 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 07, 2026
Ipsen Advisor Group LLC History No change 9,595 1,262 0.81% 0.81% 223 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ALLIANCE, LLC History No change 9,537 1,255 0.11% 0.11% 224 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Select Advisors, LLC History No change 9,526 1,253 0.53% 0.53% 225 0 0.0% Q2 2026 Aug 05, 2026
Principle Wealth Partners LLC History No change 9,266 1,219 0.06% 0.06% 226 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 9,260 1,218 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 05, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 9,170 1,206 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 10, 2026
Birchcreek Wealth Management, LLC History No change 9,078 1,194 0.47% 0.47% 229 0 0.0% Q2 2026 Aug 06, 2026
Black Diamond Financial, LLC History No change 8,973 1,180 0.1% 0.1% 230 0 0.0% Q2 2026 Aug 04, 2026
BLAIR WILLIAM & CO/IL History No change 8,947 1,177 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 8,904 1,171 0.02% 0.02% 232 0 0.0% Q2 2026 Jul 30, 2026
Savant Capital, LLC History No change 8,996 1,162 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 10, 2026
Gryphon Financial Partners LLC History No change 8,761 1,152 0.1% 0.1% 234 0 0.0% Q2 2026 Aug 05, 2026
FLOW TRADERS U.S. LLC History No change 8,719 1,147 0.05% 0.05% 235 0 0.0% Q2 2026 Aug 14, 2026
Odyssey Capital Advisors, Inc. History No change 8,692 1,143 0.82% 0.82% 236 0 0.0% Q2 2026 Jul 31, 2026
Tranquilli Financial Advisor LLC History No change 8,678 1,142 0.61% 0.61% 237 0 0.0% Q2 2026 Aug 07, 2026
GWN SECURITIES INC. History No change 8,668 1,140 0.19% 0.19% 238 0 0.0% Q2 2026 Aug 05, 2026
KDK Private Wealth Management, LLC History No change 8,623 1,134 0.94% 0.94% 239 0 0.0% Q2 2026 Aug 12, 2026
OpenArc Corporate Advisory, LLC History No change 8,615 1,133 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 05, 2026
Financial Engines Advisors L.L.C. History No change 8,469 1,114 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 8,451 1,112 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 8,348 1,098 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 06, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 8,304 1,092 0.29% 0.29% 244 0 0.0% Q2 2026 Aug 07, 2026
Institute for Wealth Management, LLC. History No change 8,162 1,074 0.09% 0.09% 245 0 0.0% Q2 2026 Jul 28, 2026
Jacobs Equity LLC History No change 8,144 1,071 0.74% 0.74% 246 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 7,933 1,043 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 06, 2026
Fischer Financial Services, Inc. History No change 7,863 1,034 0.26% 0.26% 248 0 0.0% Q2 2026 Aug 11, 2026
RFG Advisory, LLC History No change 7,765 1,021 0.02% 0.02% 249 0 0.0% Q2 2026 Jul 15, 2026
Hershey Financial Advisers, LLC History No change 7,723 1,016 0.73% 0.73% 250 0 0.0% Q2 2026 Aug 11, 2026
Western Wealth Management, LLC History No change 7,656 1,007 0.03% 0.03% 251 0 0.0% Q2 2026 Aug 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 7,625 1,003 0.02% 0.02% 252 0 0.0% Q2 2026 Jul 17, 2026
EP Wealth Advisors, LLC History No change 7,526 990 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 11, 2026
Daybright Advisory Services, Inc. History No change 7,090 987 0.24% 0.24% 254 0 0.0% Q2 2026 Aug 04, 2026
Ascent Group, LLC History No change 7,453 980 0.03% 0.03% 255 0 0.0% Q2 2026 Aug 03, 2026
Westside Investment Management, Inc. History No change 7,376 970 0.13% 0.13% 256 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 7,295 960 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 12, 2026
BLB&B Advisors, LLC History No change 7,286 958 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 05, 2026
Houlihan Financial Resource Group, Ltd. History No change 7,276 957 0.34% 0.34% 259 0 0.0% Q2 2026 Aug 10, 2026
Envestnet Portfolio Solutions, Inc. History No change 7,242 953 0.0% 0.0% 260 0 0.0% Q2 2026 Sep 23, 2026
WP Advisors, LLC History No change 7,228 951 0.23% 0.23% 261 0 0.0% Q2 2026 Jul 29, 2026
White Lighthouse Investment Management Inc. History No change 7,123 937 0.12% 0.12% 262 0 0.0% Q2 2026 Aug 04, 2026
Community Bank, N.A. History No change 7,050 927 0.1% 0.1% 263 0 0.0% Q2 2026 Aug 13, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 6,675 920 0.36% 0.36% 264 0 0.0% Q2 2026 Aug 12, 2026
Berkeley Capital Partners, LLC History No change 6,962 916 0.19% 0.19% 265 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 6,937 912 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 29, 2026
Marble Harbor Investment Counsel, LLC History No change 6,850 901 0.09% 0.09% 267 0 0.0% Q2 2026 Aug 07, 2026
Valeo Financial Advisors, LLC History No change 6,846 900 0.02% 0.02% 268 0 0.0% Q2 2026 Jul 08, 2026
Baker Ellis Asset Management LLC History No change 6,810 896 0.09% 0.09% 269 0 0.0% Q2 2026 Jul 23, 2026
Vanguard National Trust Co History No change 6,758 889 0.05% 0.05% 270 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Retirement, LLC History No change 6,760 889 0.05% 0.05% 271 0 0.0% Q2 2026 Aug 12, 2026
Nova Wealth Management, Inc. History No change 6,756 889 0.49% 0.49% 272 0 0.0% Q2 2026 Jul 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 6,741 887 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 10, 2026
Pure Financial Advisors, LLC History No change 6,640 873 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 6,613 870 0.08% 0.08% 275 0 0.0% Q2 2026 Aug 11, 2026
Brookstone Capital Management History No change 6,582 866 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 15, 2026
TRUST CO OF VERMONT History No change 6,577 865 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 07, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 6,565 864 0.32% 0.32% 278 0 0.0% Q2 2026 Jul 21, 2026
Junk Investment Group, LLC History No change 6,537 860 0.38% 0.38% 279 0 0.0% Q2 2026 Jul 29, 2026
Strategic Investment Solutions, Inc. /IL History No change 6,490 854 0.2% 0.2% 280 0 0.0% Q2 2026 Jul 08, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 6,357 836 0.01% 0.01% 281 0 0.0% Q2 2026 Jul 28, 2026
Kovack Advisors, Inc. History No change 6,270 832 0.04% 0.04% 282 0 0.0% Q2 2026 Jul 28, 2026
Wealthspire Advisors, LLC History No change 6,276 825 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 6,273 825 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,273 825 0.02% 0.02% 285 0 0.0% Q2 2026 Aug 12, 2026
McGuire Investment Group, LLC History No change 6,253 822 0.07% 0.07% 286 0 0.0% Q2 2026 Jul 27, 2026
JANE STREET GROUP, LLC History No change 6,200 815 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 6,158 811 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 14, 2026
Hardy Reed LLC History No change 6,170 811 0.05% 0.05% 289 0 0.0% Q2 2026 Aug 03, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 6,150 809 0.37% 0.37% 290 0 0.0% Q2 2026 Jul 10, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 6,101 802 0.06% 0.06% 291 0 0.0% Q2 2026 Jul 16, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 6,006 790 0.24% 0.24% 292 0 0.0% Q2 2026 Jul 29, 2026
Premier Path Wealth Partners, LLC History No change 5,995 788 0.09% 0.09% 293 0 0.0% Q2 2026 Jul 21, 2026
Blackston Financial Advisory Group, LLC History No change 5,969 785 0.44% 0.44% 294 0 0.0% Q2 2026 Aug 14, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 5,855 770 0.17% 0.17% 295 0 0.0% Q2 2026 Jul 09, 2026
Avantax Planning Partners, Inc. History No change 5,828 766 0.02% 0.02% 296 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Advisor Solutions, LLC History No change 5,778 760 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 06, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5,719 752 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 04, 2026
Waldron Private Wealth LLC History No change 5,715 752 0.03% 0.03% 299 0 0.0% Q2 2026 Jul 20, 2026
First PREMIER Bank History No change 5,618 740 0.12% 0.12% 300 0 0.0% Q2 2026 Jul 15, 2026
AlphaStar Capital Management, LLC History No change 5,619 739 0.05% 0.05% 301 0 0.0% Q2 2026 Jul 30, 2026
Bogart Wealth, LLC History No change 5,617 739 0.03% 0.03% 302 0 0.0% Q2 2026 Jul 24, 2026
Matisse Capital History No change 5,611 738 0.3% 0.3% 303 0 0.0% Q2 2026 Aug 12, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 5,588 735 0.04% 0.04% 304 0 0.0% Q2 2026 Jul 27, 2026
BROWN ADVISORY INC History No change 5,547 729 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 5,512 725 0.03% 0.03% 306 0 0.0% Q2 2026 Jul 27, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 5,449 717 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
Lewis Asset Management, LLC History No change 5,388 709 0.25% 0.25% 308 0 0.0% Q2 2026 Jul 21, 2026
Checchi Capital Advisers, LLC History No change 5,254 691 0.03% 0.03% 309 0 0.0% Q2 2026 Aug 04, 2026
Caprock Group, LLC History No change 5,212 685 0.01% 0.01% 310 0 0.0% Q2 2026 Jul 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,118 673 0.01% 0.01% 311 0 0.0% Q2 2026 Jul 23, 2026
Wealthstar Advisors, LLC History No change 5,039 663 0.19% 0.19% 312 0 0.0% Q2 2026 Jul 30, 2026
CIBC WORLD MARKET INC. History No change 4,986 656 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 4,942 650 0.01% 0.01% 314 0 0.0% Q2 2026 Jul 22, 2026
ZynergyRetirementPlanningLLC History No change 4,919 647 0.35% 0.35% 315 0 0.0% Q2 2026 Jul 17, 2026
Phillip James Consulting Co. History No change 4,900 644 0.43% 0.43% 316 0 0.0% Q2 2026 Jul 28, 2026
Carl P. Sherr & Co., LLC History No change 4,881 642 0.27% 0.27% 317 0 0.0% Q2 2026 Jul 31, 2026
Rothschild Wealth LLC History No change 4,834 636 0.05% 0.05% 318 0 0.0% Q2 2026 Aug 11, 2026
Founders Financial Alliance, LLC History No change 4,827 635 0.08% 0.08% 319 0 0.0% Q2 2026 Aug 04, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 5,247 632 0.08% 0.08% 320 0 0.0% Q2 2026 Aug 05, 2026
Dorsey & Whitney Trust CO LLC History No change 4,800 631 0.03% 0.03% 321 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 4,795 630 0.04% 0.04% 322 0 0.0% Q2 2026 Aug 06, 2026
DAVENPORT & Co LLC History No change 4,764 626 0.0% 0.0% 323 0 0.0% Q2 2026 Jul 13, 2026
CENTAURUS FINANCIAL, INC. History No change 4,741 624 0.02% 0.02% 324 0 0.0% Q2 2026 Aug 17, 2026
AGF MANAGEMENT LTD History No change 4,735 623 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 10, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 4,734 622 0.02% 0.02% 326 0 0.0% Q2 2026 Jul 21, 2026
Diversify Advisory Services, LLC History No change 4,453 619 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,453 619 0.01% 0.01% 328 0 0.0% Q2 2026 Jul 29, 2026
Long Island Wealth Management, Inc. History No change 4,679 615 0.25% 0.25% 329 0 0.0% Q2 2026 Aug 07, 2026
Mystic Asset Management, Inc. History No change 4,663 613 0.13% 0.13% 330 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 4,646 611 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 4,633 610 0.39% 0.39% 332 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 4,559 599 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 11, 2026
Koshinski Asset Management, Inc. History No change 4,551 598 0.03% 0.03% 334 0 0.0% Q2 2026 Jul 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 4,515 594 0.0% 0.0% 335 0 0.0% Q2 2026 Jul 28, 2026
Winch Advisory Services, LLC History No change 4,514 593 0.12% 0.12% 336 0 0.0% Q2 2026 Aug 06, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 4,513 593 0.04% 0.04% 337 0 0.0% Q2 2026 Jul 20, 2026
Safeguard Investment Advisory Group, LLC History No change 4,499 592 0.14% 0.14% 338 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 4,452 585 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 03, 2026
HANOVER ADVISORS INC History No change 4,438 584 0.21% 0.21% 340 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 4,421 581 0.02% 0.02% 341 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 4,408 580 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 4,399 578 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 4,381 576 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 4,356 573 0.02% 0.02% 345 0 0.0% Q2 2026 Jul 22, 2026
Belpointe Asset Management LLC History No change 4,358 573 0.02% 0.02% 346 0 0.0% Q2 2026 Jul 31, 2026
Kathmere Capital Management, LLC History No change 4,350 572 0.03% 0.03% 347 0 0.0% Q2 2026 Jul 29, 2026
Hirtle & Co., LLC History No change 4,327 569 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 4,386 567 0.02% 0.02% 349 0 0.0% Q2 2026 Aug 12, 2026
Hilton Head Capital Partners, LLC History No change 4,316 567 0.29% 0.29% 350 0 0.0% Q2 2026 Jul 27, 2026
Compass Financial Group, INC/SD History No change 4,307 566 0.06% 0.06% 351 0 0.0% Q2 2026 Aug 04, 2026
IBEX WEALTH ADVISORS History No change 4,300 565 0.04% 0.04% 352 0 0.0% Q2 2026 Jul 27, 2026
Williams & Novak, LLC History No change 4,270 561 0.37% 0.37% 353 0 0.0% Q2 2026 Jul 08, 2026
OneDigital Investment Advisors LLC History No change 4,262 560 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 06, 2026
DAGCO, INC. History No change 4,253 559 0.1% 0.1% 355 0 0.0% Q2 2026 Jul 10, 2026
Zhang Financial LLC History No change 4,219 555 0.02% 0.02% 356 0 0.0% Q2 2026 Jul 30, 2026
Crestwood Advisors Group, LLC History No change 4,190 551 0.01% 0.01% 357 0 0.0% Q2 2026 Aug 03, 2026
Venture Visionary Partners LLC History No change 4,184 550 0.02% 0.02% 358 0 0.0% Q2 2026 Jul 27, 2026
SmartHarvest Portfolios, LLC History No change 4,173 549 0.18% 0.18% 359 0 0.0% Q2 2026 Aug 04, 2026
Americana Partners, LLC History No change 4,112 541 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History No change 4,107 540 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 07, 2026
Elite Financial, Inc. History No change 4,107 540 0.22% 0.22% 362 0 0.0% Q2 2026 Aug 13, 2026
Calder Financial LLC History No change 4,099 539 0.51% 0.51% 363 0 0.0% Q2 2026 Jul 07, 2026
Nuveen, LLC History No change 4,076 536 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 4,057 533 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 11, 2026
Family Capital Management, Inc. History No change 4,050 533 0.21% 0.21% 366 0 0.0% Q2 2026 Jul 31, 2026
Mainstream Capital Management LLC History No change 4,045 532 0.32% 0.32% 367 0 0.0% Q2 2026 Jul 15, 2026
IMA Advisory Services, Inc. History No change 4,040 531 0.03% 0.03% 368 0 0.0% Q2 2026 Aug 10, 2026
Haverford Trust Co History No change 4,033 530 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 12, 2026
Focused Wealth Management, Inc History No change 4,023 529 0.05% 0.05% 370 0 0.0% Q2 2026 Aug 06, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 4,027 529 0.18% 0.18% 371 0 0.0% Q2 2026 Jul 30, 2026
Salomon & Ludwin, LLC History No change 3,919 526 0.04% 0.04% 372 0 0.0% Q2 2026 Aug 07, 2026
Keel Point, LLC History No change 3,991 525 0.03% 0.03% 373 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 3,989 524 0.03% 0.03% 374 0 0.0% Q2 2026 Jul 16, 2026
Bison Wealth, LLC History No change 3,798 522 0.05% 0.05% 375 0 0.0% Q2 2026 Jul 07, 2026
Beacon Capital Management, LLC History No change 3,945 519 0.08% 0.08% 376 0 0.0% Q2 2026 Jul 29, 2026
SBI Securities Co., Ltd. History No change 3,943 518 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 22, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 3,926 516 0.25% 0.25% 378 0 0.0% Q2 2026 Aug 13, 2026
Anchor Bay Capital, Inc. History No change 3,656 516 0.28% 0.28% 379 0 0.0% Q2 2026 Aug 11, 2026
Vickerman Investment Advisors, Inc. History No change 3,880 510 0.1% 0.1% 380 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 3,860 507 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 12, 2026
Berger Financial Group, Inc History No change 3,859 507 0.03% 0.03% 382 0 0.0% Q2 2026 Aug 04, 2026
Williams Jones Wealth Management, LLC. History No change 3,838 505 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 05, 2026
Apollon Financial, LLC History No change 3,825 503 0.06% 0.06% 384 0 0.0% Q2 2026 Jul 22, 2026
Ausdal Financial Partners, Inc. History No change 3,819 502 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management LLC History No change 3,800 500 0.24% 0.24% 386 0 0.0% Q2 2026 Aug 07, 2026
INTRUST BANK NA History No change 3,790 498 0.04% 0.04% 387 0 0.0% Q2 2026 Aug 05, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 3,778 497 0.34% 0.34% 388 0 0.0% Q2 2026 Aug 14, 2026
VSM Wealth Advisory, LLC History No change 3,740 492 0.13% 0.13% 389 0 0.0% Q2 2026 Jul 22, 2026
PARK AVENUE SECURITIES LLC History No change 3,721 490 0.0% 0.0% 390 0 0.0% Q2 2026 Jul 20, 2026
Simmons Bank History No change 3,727 490 0.03% 0.03% 391 0 0.0% Q2 2026 Jul 31, 2026
tru Independence LLC History No change 3,689 485 0.21% 0.21% 392 0 0.0% Q2 2026 Aug 10, 2026
Sanchez Gaunt Capital Management, LLC History No change 3,676 483 0.27% 0.27% 393 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History No change 3,667 482 0.03% 0.03% 394 0 0.0% Q2 2026 Jul 08, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 3,661 481 0.06% 0.06% 395 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 3,604 474 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 06, 2026
Stonebridge Financial Planning Group, LLC History No change 3,570 469 0.15% 0.15% 397 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Wealth, LLC History No change 3,562 468 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,552 467 0.01% 0.01% 399 0 0.0% Q2 2026 Jul 17, 2026
Galvin, Gaustad & Stein, LLC History No change 3,543 466 0.03% 0.03% 400 0 0.0% Q2 2026 Jul 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,541 465 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 06, 2026
HBK Sorce Advisory LLC History No change 3,271 464 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 3,521 463 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 06, 2026
BENJAMIN EDWARDS INC History No change 3,487 458 0.0% 0.0% 404 0 0.0% Q2 2026 Jul 24, 2026
Ifrah Financial Services, Inc. History No change 3,475 457 0.11% 0.11% 405 0 0.0% Q2 2026 Jul 21, 2026
Wedmont Private Capital History No change 3,354 457 0.01% 0.01% 406 0 0.0% Q2 2026 Jul 13, 2026
SWMG, LLC History No change 3,315 456 0.11% 0.11% 407 0 0.0% Q2 2026 Jul 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 3,455 454 0.01% 0.01% 408 0 0.0% Q2 2026 Jul 28, 2026
Clark Capital Management Group, Inc. History No change 3,425 450 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 11, 2026
Bragg Financial Advisors, Inc History No change 3,384 445 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 12, 2026
JBR Co Financial Management Inc History No change 3,382 445 0.16% 0.16% 411 0 0.0% Q2 2026 Jul 09, 2026
WATERS PARKERSON & CO., LLC History No change 3,350 440 0.02% 0.02% 412 0 0.0% Q2 2026 Jul 30, 2026
First Growth Capital LLC History No change 3,266 429 0.33% 0.33% 413 0 0.0% Q2 2026 Jul 16, 2026
Maltin Wealth Management, Inc. History No change 3,253 428 0.14% 0.14% 414 0 0.0% Q2 2026 Jul 22, 2026
VISTA INVESTMENT MANAGEMENT History No change 3,242 426 0.13% 0.13% 415 0 0.0% Q2 2026 Aug 12, 2026
Cyndeo Wealth Partners, LLC History No change 3,190 419 0.02% 0.02% 416 0 0.0% Q2 2026 Jul 21, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,173 417 0.06% 0.06% 417 0 0.0% Q2 2026 Jul 21, 2026
Arrowroot Family Office, LLC History No change 3,152 414 0.12% 0.12% 418 0 0.0% Q2 2026 Aug 06, 2026
Certified Advisory Corp History No change 3,137 412 0.03% 0.03% 419 0 0.0% Q2 2026 Jul 16, 2026
Creekside Partners History No change 3,138 412 0.15% 0.15% 420 0 0.0% Q2 2026 Jul 30, 2026
Acropolis Investment Management, LLC History No change 3,102 408 0.02% 0.02% 421 0 0.0% Q2 2026 Jul 16, 2026
Rehmann Capital Advisory Group History No change 3,098 407 0.02% 0.02% 422 0 0.0% Q2 2026 Aug 20, 2026
Capital Square, LLC History No change 2,983 407 0.18% 0.18% 423 0 0.0% Q2 2026 Aug 12, 2026
Windsor Advisory Group, LLC History No change 3,039 399 0.29% 0.29% 424 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 3,012 396 0.03% 0.03% 425 0 0.0% Q2 2026 Aug 12, 2026
Polaris Investment Advisors, LLC History No change 3,000 394 0.25% 0.25% 426 0 0.0% Q2 2026 Jul 09, 2026
B. Riley Wealth Advisors, Inc. History No change 2,957 389 0.02% 0.02% 427 0 0.0% Q2 2026 Jul 14, 2026
World Investment Advisors History No change 3,048 386 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 13, 2026
Bluesphere Advisors LLC History No change 2,929 385 0.12% 0.12% 429 0 0.0% Q2 2026 Jul 30, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 2,924 384 0.05% 0.05% 430 0 0.0% Q2 2026 Jul 21, 2026
Allie Family Office LLC History No change 2,925 384 0.14% 0.14% 431 0 0.0% Q2 2026 Oct 02, 2026
Avalon Trust Co History No change 2,900 381 0.02% 0.02% 432 0 0.0% Q2 2026 Aug 06, 2026
Empower Advisory Group, LLC History No change 2,868 377 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 12, 2026
Marshall Financial Group, LLC History No change 2,839 373 0.05% 0.05% 434 0 0.0% Q2 2026 Jul 17, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 2,835 373 0.08% 0.08% 435 0 0.0% Q2 2026 Jul 07, 2026
Octavia Wealth Advisors, LLC History No change 2,826 371 0.03% 0.03% 436 0 0.0% Q2 2026 Jul 14, 2026
Mustard Seed Financial, LLC History No change 2,800 368 0.19% 0.19% 437 0 0.0% Q2 2026 Aug 05, 2026
SEARLE & CO. History No change 2,762 363 0.08% 0.08% 438 0 0.0% Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,762 363 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 10, 2026
Solidarity Wealth, LLC History No change 2,761 363 0.06% 0.06% 440 0 0.0% Q2 2026 Jul 31, 2026
Amplius Wealth Advisors, LLC History No change 2,743 360 0.03% 0.03% 441 0 0.0% Q2 2026 Jul 17, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 2,728 359 0.13% 0.13% 442 0 0.0% Q2 2026 Jul 15, 2026
Retirement Planning Co of New England, Inc. History No change 2,727 358 0.13% 0.13% 443 0 0.0% Q2 2026 Jul 30, 2026
Soltis Investment Advisors LLC History No change 2,709 356 0.02% 0.02% 444 0 0.0% Q2 2026 Jul 31, 2026
Breakwater Capital Group History No change 2,701 355 0.04% 0.04% 445 0 0.0% Q2 2026 Jul 08, 2026
Meridian Wealth Management, LLC History No change 2,681 352 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 05, 2026
Dakota Wealth Management History No change 2,668 351 0.01% 0.01% 447 0 0.0% Q2 2026 Aug 07, 2026
Tannin Capital LLC History No change 2,661 350 0.23% 0.23% 448 0 0.0% Q2 2026 Aug 04, 2026
MONEY CONCEPTS CAPITAL CORP History No change 2,656 349 0.02% 0.02% 449 0 0.0% Q2 2026 Aug 04, 2026
Z3 Capital Partners, LLC History No change 2,656 349 0.07% 0.07% 450 0 0.0% Q2 2026 Jul 28, 2026
McKinley Carter Wealth Services, Inc. History No change 2,630 346 0.02% 0.02% 451 0 0.0% Q2 2026 Jul 28, 2026
Peterson Wealth Advisors, LLC History No change 2,625 345 0.04% 0.04% 452 0 0.0% Q2 2026 Aug 10, 2026
FAIRFIELD, BUSH & CO. History No change 2,605 342 0.17% 0.17% 453 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 2,501 341 0.01% 0.01% 454 0 0.0% Q2 2026 Jul 29, 2026
Sather Financial Group Inc History No change 2,567 337 0.02% 0.02% 455 0 0.0% Q2 2026 Jul 30, 2026
MGO ONE SEVEN LLC History No change 2,561 337 0.01% 0.01% 456 0 0.0% Q2 2026 Jul 31, 2026
Global Retirement Partners, LLC History No change 2,553 335 0.01% 0.01% 457 0 0.0% Q2 2026 Aug 06, 2026
MONECO ADVISORS, LLC History No change 2,473 325 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 11, 2026
HUB Investment Partners, LLC History No change 2,451 322 0.01% 0.01% 459 0 0.0% Q2 2026 Jul 31, 2026
Collaborative Wealth Managment Inc. History No change 2,437 320 0.13% 0.13% 460 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History No change 2,427 319 0.01% 0.01% 461 0 0.0% Q2 2026 Jul 07, 2026
Eagle Wealth Advisors LLC History No change 2,430 319 0.24% 0.24% 462 0 0.0% Q2 2026 Jul 13, 2026
Main Street Financial Solutions, LLC History No change 2,419 318 0.02% 0.02% 463 0 0.0% Q2 2026 Aug 07, 2026
PDS Planning, Inc History No change 2,396 315 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 05, 2026
Betterment LLC History No change 2,396 315 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 2,383 314 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 28, 2026
BIP Wealth, LLC History No change 2,393 314 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 03, 2026
Planning Strategies Inc. History Reduced 2,398 311 0.18% 0.2% 468 -75 -3.03% Q3 2026 Oct 02, 2026
Value Investment Professionals, LLC History No change 2,351 309 0.26% 0.26% 469 0 0.0% Q2 2026 Jul 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 2,339 307 0.01% 0.01% 470 0 0.0% Q2 2026 Aug 10, 2026
James J. Burns & Company, LLC History No change 2,320 305 0.03% 0.03% 471 0 0.0% Q2 2026 Aug 06, 2026
Procyon Advisors, LLC History No change 2,315 304 0.01% 0.01% 472 0 0.0% Q2 2026 Jul 09, 2026
Fiduciary Alliance LLC History No change 2,305 303 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 20, 2026
Chris Bulman Inc History No change 2,296 302 0.11% 0.11% 474 0 0.0% Q2 2026 Jul 22, 2026
Financial & Tax Architects, LLC History No change 2,281 300 0.06% 0.06% 475 0 0.0% Q2 2026 Jul 23, 2026
SP Asset Management LLC History No change 2,286 300 0.02% 0.02% 476 0 0.0% Q2 2026 Aug 04, 2026
Kingsview Wealth Management, LLC History No change 2,274 299 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 18, 2026
RFG - Bristol Wealth Advisors, LLC History No change 2,276 299 0.07% 0.07% 478 0 0.0% Q2 2026 Jul 27, 2026
Spectrum Financial Alliance Ltd LLC History No change 2,260 297 0.04% 0.04% 479 0 0.0% Q2 2026 Jul 22, 2026
CreativeOne Wealth, LLC History No change 2,236 294 0.01% 0.01% 480 0 0.0% Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History No change 2,194 288 0.1% 0.1% 481 0 0.0% Q2 2026 Jul 29, 2026
IVC Wealth Advisors LLC History No change 2,150 282 0.11% 0.11% 482 0 0.0% Q2 2026 Jul 14, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 2,127 279 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 05, 2026
Ellevest, Inc. History No change 2,252 277 0.03% 0.03% 484 0 0.0% Q2 2026 Aug 10, 2026
Bluespring Wealth Management, LLC History No change 2,081 273 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 11, 2026
Canal Capital Management, LLC History No change 2,070 272 0.03% 0.03% 486 0 0.0% Q2 2026 Jul 28, 2026
Joseph P. Lucia & Associates, LLC History No change 2,071 272 0.08% 0.08% 487 0 0.0% Q2 2026 Aug 07, 2026
OFS Enterprise LLC History No change 2,068 272 0.07% 0.07% 488 0 0.0% Q2 2026 Jul 08, 2026
Legacy Advisors, LLC History No change 2,064 271 0.03% 0.03% 489 0 0.0% Q2 2026 Jul 24, 2026
COURIER CAPITAL LLC History No change 2,054 270 0.01% 0.01% 490 0 0.0% Q2 2026 Jul 16, 2026
Private Advisory Group LLC History No change 2,046 269 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History No change 2,048 269 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,034 268 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 13, 2026
Boltwood Capital Management History Added to 2,035 264 0.06% 0.06% 495 +38 1.9% Q3 2026 Oct 02, 2026
CAPITAL MANAGEMENT CORP /VA History No change 2,012 264 0.04% 0.04% 494 0 0.0% Q2 2026 Jul 29, 2026
Moors & Cabot, Inc. History No change 2,007 264 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 10, 2026
PATTEN & PATTEN INC/TN History No change 2,006 263 0.01% 0.01% 497 0 0.0% Q2 2026 Aug 05, 2026
Spartan Wealth Advisory Services LLC History No change 2,000 263 0.02% 0.02% 498 0 0.0% Q2 2026 Aug 05, 2026
Hills Bank & Trust Co History No change 1,990 261 0.01% 0.01% 499 0 0.0% Q2 2026 Aug 10, 2026
Brookwood Investment Group LLC History No change 1,982 260 0.03% 0.03% 500 0 0.0% Q2 2026 Jul 23, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,960 258 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 1,959 258 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 12, 2026
Vertex Planning Partners, LLC History No change 1,959 257 0.04% 0.04% 503 0 0.0% Q2 2026 Aug 14, 2026
Platform Technology Partners History No change 1,945 255 0.04% 0.04% 504 0 0.0% Q2 2026 Jul 24, 2026
NWF Advisory Services Inc. History No change 1,940 255 0.02% 0.02% 505 0 0.0% Q2 2026 Jul 29, 2026
Fisher Asset Management, LLC History No change 1,934 254 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 04, 2026
BOS Asset Management, LLC History No change 1,936 254 0.06% 0.06% 507 0 0.0% Q2 2026 Jul 13, 2026
Mascagni Wealth Management, Inc. History No change 1,934 254 0.16% 0.16% 508 0 0.0% Q2 2026 Jul 31, 2026
Mutual Advisors, LLC History No change 1,926 253 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 14, 2026
Graves Light Lenhart Wealth, Inc. History No change 1,910 251 0.02% 0.02% 510 0 0.0% Q2 2026 Jul 07, 2026
Alteri Wealth LLC History No change 1,909 251 0.07% 0.07% 511 0 0.0% Q2 2026 Jul 29, 2026
Welch Group, LLC History No change 1,903 250 0.01% 0.01% 512 0 0.0% Q2 2026 Jul 23, 2026
Carnegie Investment Counsel History No change 1,904 250 0.01% 0.01% 513 0 0.0% Q2 2026 Jul 30, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 1,905 250 0.04% 0.04% 514 0 0.0% Q2 2026 Jul 27, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,900 250 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 13, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 1,850 248 0.03% 0.03% 516 0 0.0% Q2 2026 Jul 07, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 1,882 247 0.12% 0.12% 517 0 0.0% Q2 2026 Jul 08, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 1,877 247 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 13, 2026
Redwood Financial Network Corp History No change 1,874 246 0.14% 0.14% 519 0 0.0% Q2 2026 Aug 07, 2026
Allied Investment Advisors, LLC History No change 1,863 245 0.03% 0.03% 520 0 0.0% Q2 2026 Jul 20, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 1,860 244 0.18% 0.18% 521 0 0.0% Q2 2026 Jul 24, 2026
Curi Capital, LLC History No change 1,832 241 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 1,833 241 0.01% 0.01% 523 0 0.0% Q2 2026 Jul 20, 2026
Bouchey Financial Group, Ltd. History No change 1,838 241 0.02% 0.02% 524 0 0.0% Q2 2026 Jul 27, 2026
Stanley-Laman Group, Ltd. History No change 1,834 241 0.02% 0.02% 525 0 0.0% Q2 2026 Aug 05, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 1,835 241 0.06% 0.06% 526 0 0.0% Q2 2026 Jul 28, 2026
Mayflower Financial Advisors, LLC History No change 1,830 240 0.02% 0.02% 527 0 0.0% Q2 2026 Jul 09, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 1,818 239 0.06% 0.06% 528 0 0.0% Q2 2026 Jul 15, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 1,815 238 0.03% 0.03% 529 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History No change 1,808 237 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 14, 2026
CHAPIN DAVIS, INC. History No change 1,795 236 0.04% 0.04% 531 0 0.0% Q2 2026 Jul 07, 2026
Compass Advisory Group LLC History No change 1,800 236 0.06% 0.06% 532 0 0.0% Q2 2026 Aug 11, 2026
Shepherd Financial Partners LLC History No change 1,787 235 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 10, 2026
Hoxton Planning & Management, LLC History No change 1,782 234 0.06% 0.06% 534 0 0.0% Q2 2026 Jul 16, 2026
Fiscal Wisdom Wealth Management, LLC History No change 1,782 234 0.2% 0.2% 535 0 0.0% Q2 2026 Jul 21, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,698 232 0.0% 0.0% 536 0 0.0% Q2 2026 Jul 27, 2026
John A. Wolfe & Associates, Inc. History No change 1,769 232 0.32% 0.32% 537 0 0.0% Q2 2026 Jul 29, 2026
Hamilton Wealth, LLC History No change 1,751 230 0.04% 0.04% 538 0 0.0% Q2 2026 Aug 06, 2026
Interchange Capital Partners, LLC History No change 1,752 230 0.04% 0.04% 539 0 0.0% Q2 2026 Jul 20, 2026
Aspire Growth Partners LLC History No change 1,748 230 0.13% 0.13% 540 0 0.0% Q2 2026 Jul 29, 2026
JFS WEALTH ADVISORS, LLC History No change 1,734 228 0.01% 0.01% 541 0 0.0% Q2 2026 Jul 10, 2026
MASECO LLP History No change 1,736 228 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 05, 2026
Kapstone Financial Advisors LLC History No change 1,712 225 0.09% 0.09% 543 0 0.0% Q2 2026 Aug 07, 2026
Savvy Advisors, Inc. History No change 1,694 222 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 03, 2026
Advantage Trust Co History No change 1,689 222 0.08% 0.08% 545 0 0.0% Q2 2026 Jul 17, 2026
Independent Wealth Network Inc. History No change 1,682 221 0.06% 0.06% 546 0 0.0% Q2 2026 Jul 20, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 1,672 220 0.02% 0.02% 547 0 0.0% Q2 2026 Jul 13, 2026
Ramirez Asset Management, Inc. History No change 1,670 219 0.02% 0.02% 548 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 1,664 218 0.01% 0.01% 549 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,658 218 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 11, 2026
Global Trust Asset Management, LLC History No change 1,651 217 0.07% 0.07% 551 0 0.0% Q2 2026 Aug 03, 2026
Orion Porfolio Solutions, LLC History No change 1,643 216 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 14, 2026
CITY HOLDING CO History No change 1,629 214 0.02% 0.02% 553 0 0.0% Q2 2026 Jul 10, 2026
Wealth Architects, LLC History No change 1,625 213 0.02% 0.02% 554 0 0.0% Q2 2026 Jul 23, 2026
Howard Capital Management, LLC History No change 1,608 211 0.0% 0.0% 555 0 0.0% Q2 2026 Jul 28, 2026
Crusonia Wealth Advisors LLC History No change 1,590 209 0.03% 0.03% 556 0 0.0% Q2 2026 Jul 30, 2026
Global Financial Private Client, LLC History No change 1,585 208 0.06% 0.06% 557 0 0.0% Q2 2026 Jul 20, 2026
Tempo Wealth, LLC History No change 1,582 208 0.03% 0.03% 558 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 1,568 206 0.01% 0.01% 559 0 0.0% Q2 2026 Jul 07, 2026
NWAM LLC History No change 1,572 206 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 23, 2026
Apella Capital, LLC History No change 1,495 205 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 08, 2026
FULTON BANK, N.A. History No change 1,544 203 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 09, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,535 202 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 07, 2026
PFG Investments, LLC History No change 1,535 202 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 23, 2026
WEST BANCORPORATION INC History No change 1,530 201 0.09% 0.09% 565 0 0.0% Q2 2026 Jul 23, 2026
Advyzon Investment Management, LLC History No change 1,521 200 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 14, 2026
Aventus Investment Advisors, Inc. History No change 1,480 194 0.14% 0.14% 567 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 1,431 188 0.02% 0.02% 568 0 0.0% Q2 2026 Jul 28, 2026
Vermillion Wealth Management, Inc. History No change 1,432 188 0.04% 0.04% 569 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,388 182 0.02% 0.02% 570 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 1,366 179 0.0% 0.0% 571 0 0.0% Q2 2026 Jul 20, 2026
Triumph Capital Management History No change 1,363 179 0.03% 0.03% 572 0 0.0% Q2 2026 Jul 20, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1,324 174 0.02% 0.02% 573 0 0.0% Q2 2026 Aug 05, 2026
Progressive Investment Management Corp History No change 1,300 171 0.04% 0.04% 574 0 0.0% Q2 2026 Aug 04, 2026
CoreCap Advisors, LLC History No change 1,245 163 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 06, 2026
Viewpoint Capital Management LLC History No change 1,217 160 0.08% 0.08% 576 0 0.0% Q2 2026 Aug 04, 2026
FINANCIAL CONSULATE, INC History No change 1,184 155 0.02% 0.02% 577 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 1,172 154 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 21, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,158 152 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 04, 2026
MATHER GROUP, LLC. History No change 1,150 151 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 1,153 151 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 14, 2026
JTC Employer Solutions Trustee Ltd History No change 1,148 151 0.01% 0.01% 582 0 0.0% Q2 2026 Jul 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,096 147 0.01% 0.01% 583 0 0.0% Q2 2026 Jul 22, 2026
Hurley Capital, LLC History No change 1,072 141 0.07% 0.07% 584 0 0.0% Q2 2026 Aug 10, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,062 139 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 13, 2026
Independence Bank of Kentucky History No change 1,000 131 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 950 125 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 925 125 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 948 124 0.02% 0.02% 589 0 0.0% Q2 2026 Sep 15, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 941 123 0.05% 0.05% 590 0 0.0% Q2 2026 Aug 07, 2026
LOM Asset Management Ltd History No change 882 116 0.03% 0.03% 591 0 0.0% Q2 2026 Aug 04, 2026
BROWN BROTHERS HARRIMAN & CO History No change 876 115 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 12, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 881 115 0.02% 0.02% 593 0 0.0% Q2 2026 Jul 15, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 848 111 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 27, 2026
Paladin Advisory Group, LLC History No change 834 109 0.07% 0.07% 595 0 0.0% Q2 2026 Jul 28, 2026
Millstone Evans Group, LLC History No change 834 109 0.06% 0.06% 596 0 0.0% Q2 2026 Aug 11, 2026
Hanson & Doremus Investment Management History No change 808 106 0.01% 0.01% 597 0 0.0% Q2 2026 Jul 29, 2026
LANARK FINANCIAL, INC. History No change 800 105 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 21, 2026
Peterson Wealth Services History No change 786 103 0.02% 0.02% 599 0 0.0% Q2 2026 Jul 27, 2026
CX Institutional History Added to 781 102 0.0% 0.0% 600 +28 3.72% Q3 2026 Oct 02, 2026
Bangor Savings Bank History No change 782 101 0.01% 0.01% 601 0 0.0% Q3 2026 Oct 06, 2026
Atlantic Union Bankshares Corp History No change 760 100 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 11, 2026
Pacific Center for Financial Services History No change 758 99 0.02% 0.02% 603 0 0.0% Q2 2026 Aug 05, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 740 97 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 14, 2026
Fourth Dimension Wealth, LLC History No change 731 96 0.03% 0.03% 605 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 725 95 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 15, 2026
Key FInancial Inc History No change 715 94 0.02% 0.02% 607 0 0.0% Q2 2026 Jul 24, 2026
Russell Investments Group, Ltd. History No change 713 93 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 06, 2026
Bernard Wealth Management Corp. History No change 686 90 0.03% 0.03% 609 0 0.0% Q2 2026 Aug 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 682 89 0.01% 0.01% 610 0 0.0% Q2 2026 Jul 07, 2026
HORIZON BANCORP INC /IN/ History No change 666 88 0.04% 0.04% 611 0 0.0% Q2 2026 Aug 04, 2026
Dunhill Financial, LLC History No change 675 88 0.02% 0.02% 612 0 0.0% Q2 2026 Aug 07, 2026
WHITTIER TRUST CO History No change 633 87 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 27, 2026
Main Street Group, LTD History No change 663 87 0.02% 0.02% 614 0 0.0% Q2 2026 Jul 13, 2026
Tanglewood Legacy Advisors, LLC History No change 636 83 0.03% 0.03% 615 0 0.0% Q2 2026 Aug 10, 2026
Harbor Asset Planning, Inc. History No change 635 83 0.06% 0.06% 616 0 0.0% Q2 2026 Jul 22, 2026
Rialto Wealth Management, LLC History No change 619 81 0.02% 0.02% 617 0 0.0% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 607 79 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 20, 2026
LAZARD ASSET MANAGEMENT LLC History No change 598 78 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 589 77 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 28, 2026
Davis Capital Management History No change 591 77 0.05% 0.05% 621 0 0.0% Q2 2026 Jul 16, 2026
Strategic Wealth Partners, Ltd. History No change 583 76 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 12, 2026
TSFG, LLC History No change 577 76 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 23, 2026
ASHTON THOMAS SECURITIES, LLC History No change 576 75 0.01% 0.01% 624 0 0.0% Q2 2026 Jul 27, 2026
Wilmington Savings Fund Society, FSB History No change 577 75 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History No change 570 75 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 07, 2026
CVA Family Office, LLC History No change 560 73 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 554 72 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 17, 2026
Outlook Capital Management, LLC History No change 539 70 0.02% 0.02% 629 0 0.0% Q2 2026 Aug 14, 2026
OBSIDIAN CIO, LLC History No change 527 69 0.05% 0.05% 630 0 0.0% Q2 2026 Aug 03, 2026
Murphy & Mullick Capital Management Corp History No change 530 69 0.04% 0.04% 631 0 0.0% Q2 2026 Aug 14, 2026
Polaris Financial Partners History New 503 66 0.03% — 633 +503 New Q3 2026 Oct 02, 2026
Pinnacle Wealth Planning Services, Inc. History No change 504 66 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 07, 2026
Minot DeBlois Advisors LLC History No change 500 65 0.06% 0.06% 634 0 0.0% Q2 2026 Aug 13, 2026
Bullock Wealth Management Group History No change 485 65 0.03% 0.03% 635 0 0.0% Q2 2026 Aug 19, 2026
Operose Advisors LLC History No change 490 64 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History No change 490 64 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 10, 2026
CARDIFF PARK ADVISORS, LLC History No change 466 61 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 461 60 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 11, 2026
Align Financial, LLC History No change 458 60 0.03% 0.03% 640 0 0.0% Q2 2026 Jul 27, 2026
HAZLETT, BURT & WATSON, INC. History No change 446 59 0.02% 0.02% 641 0 0.0% Q2 2026 Jul 30, 2026
Advocate Investing Services LLC History No change 439 57 0.04% 0.04% 642 0 0.0% Q2 2026 Jul 28, 2026
Crews Bank & Trust History No change 425 55 0.01% 0.01% 643 0 0.0% Q2 2026 Jul 16, 2026
UMB Bank, n.a. History No change 417 54 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 409 53 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 403 53 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 24, 2026
Aspect Partners, LLC History No change 406 53 0.02% 0.02% 647 0 0.0% Q2 2026 Jul 16, 2026
AMERIFLEX GROUP, INC. History No change 400 52 0.02% 0.02% 648 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 395 51 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 21, 2026
DUNCKER STREETT & CO INC History No change 390 51 0.01% 0.01% 650 0 0.0% Q2 2026 Jul 28, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 365 48 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 363 47 0.01% 0.01% 652 0 0.0% Q2 2026 Jul 23, 2026
Clark Wealth Partners History No change 358 47 0.03% 0.03% 653 0 0.0% Q2 2026 Jul 28, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 352 46 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 13, 2026
Signature Resources Capital Management, LLC History No change 353 46 0.02% 0.02% 655 0 0.0% Q2 2026 Jul 13, 2026
Barnes Dennig Private Wealth Management LLC History No change 350 46 0.04% 0.04% 656 0 0.0% Q2 2026 Jul 15, 2026
Robinswood Financial LLC History No change 350 46 0.01% 0.01% 657 0 0.0% Q2 2026 Jul 14, 2026
DEUTSCHE BANK AG\ History No change 345 45 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 07, 2026
BFSG, LLC History No change 348 45 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 20, 2026
MCF Advisors LLC History No change 341 44 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 12, 2026
Rosenberg Matthew Hamilton History No change 345 44 0.01% 0.01% 661 0 0.0% Q3 2026 Oct 05, 2026
Grove Bank & Trust History No change 332 43 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 07, 2026
Ancora Advisors LLC History No change 320 42 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 323 42 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 11, 2026
Harborfront Financial Group LLC History No change 326 42 0.16% 0.16% 665 0 0.0% Q2 2026 Aug 07, 2026
AdvisorNet Financial, Inc History No change 305 40 0.0% 0.0% 666 0 0.0% Q2 2026 Jul 23, 2026
Ashton Thomas Private Wealth, LLC History No change 309 40 0.0% 0.0% 667 0 0.0% Q2 2026 Jul 29, 2026
Copia Wealth Management History No change 300 39 0.02% 0.02% 668 0 0.0% Q2 2026 Aug 17, 2026
SouthState Bank Corp History No change 292 38 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 287 37 0.0% 0.0% 670 0 0.0% Q2 2026 Jul 31, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 287 37 0.01% 0.01% 671 0 0.0% Q2 2026 Jul 20, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 288 37 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 11, 2026
Tripletail Wealth Management, LLC History No change 268 36 0.04% 0.04% 673 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 267 35 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 06, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 270 35 0.03% 0.03% 675 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisory Services, LLC History No change 250 32 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 23, 2026
Abound Wealth Management History No change 236 31 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 10, 2026
JDM Financial Group LLC History No change 240 31 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 17, 2026
PITTENGER & ANDERSON INC History No change 233 30 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 27, 2026
MCDONALD PARTNERS LLC History No change 235 30 0.01% 0.01% 680 0 0.0% Q2 2026 Jul 28, 2026
Caitlin John, LLC History No change 226 29 0.02% 0.02% 681 0 0.0% Q2 2026 Aug 17, 2026
CKW FINANCIAL GROUP History No change 200 27 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 24, 2026
SIMA Wealth Partners, LLC History No change 212 27 0.02% 0.02% 683 0 0.0% Q2 2026 Jul 28, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 200 26 0.02% 0.02% 684 0 0.0% Q2 2026 Aug 18, 2026
Steigerwald, Gordon & Koch Inc. History No change 205 26 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 22, 2026
Pflug Koory, LLC History No change 200 26 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 198 26 0.02% 0.02% 687 0 0.0% Q2 2026 Aug 11, 2026
Brooklyn FI, LLC History No change 186 25 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 04, 2026
Provenance Wealth Advisors, LLC History No change 187 24 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 24, 2026
1 NORTH WEALTH SERVICES LLC History No change 176 23 0.01% 0.01% 690 0 0.0% Q2 2026 Aug 03, 2026
DecisionPoint Financial, LLC History No change 169 22 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 05, 2026
Tidemark, LLC History No change 169 22 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisors, Ltd. LLC History No change 154 20 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 16, 2026
AMERICAN NATIONAL BANK & TRUST History No change 146 19 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 22, 2026
Atlantic Edge Private Wealth Management, LLC History No change 150 19 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 23, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 150 19 0.04% 0.04% 696 0 0.0% Q2 2026 Aug 10, 2026
Lodestone Wealth Management LLC History No change 140 18 0.01% 0.01% 697 0 0.0% Q2 2026 Jul 23, 2026
Nemes Rush Group LLC History No change 138 18 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 14, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 137 18 0.01% 0.01% 699 0 0.0% Q2 2026 Jul 22, 2026
HOWE & RUSLING INC History No change 133 17 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 10, 2026
Center for Financial Planning, Inc. History No change 136 17 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 21, 2026
Napier Financial, LLC History No change 130 17 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 31, 2026
SIGNATUREFD, LLC History No change 124 16 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 23, 2026
FAS Wealth Partners, Inc. History No change 124 16 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 29, 2026
Glassman Wealth Services History No change 127 16 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 123 16 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 08, 2026
First Pacific Financial History No change 122 16 0.0% 0.0% 707 0 0.0% Q2 2026 Jul 20, 2026
Greykasell Wealth Strategies, Inc. History No change 125 16 0.01% 0.01% 708 0 0.0% Q2 2026 Aug 11, 2026
Bravera Wealth History No change 122 16 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 23, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 120 15 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 16, 2026
FIRST COMMUNITY TRUST NA History No change 120 15 0.01% 0.01% 711 0 0.0% Q2 2026 Jul 10, 2026
NFSG Corp History No change 115 15 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 118 15 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 14, 2026
Mondrian Investment Partners LTD History No change 111 14 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 30, 2026
Princeton Global Asset Management LLC History No change 112 14 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 16, 2026
Ameliora Wealth Management Ltd. History No change 107 14 0.0% 0.0% 716 0 0.0% Q2 2026 Jul 24, 2026
First Bancorp, Inc /ME/ History No change 100 13 0.01% 0.01% 717 0 0.0% Q2 2026 Aug 11, 2026
TOTH FINANCIAL ADVISORY CORP History No change 105 13 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 100 13 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 14, 2026
North Star Investment Management Corp. History No change 106 13 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 28, 2026
EPG Wealth Management LLC History No change 103 13 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 28, 2026
Twin Lakes Capital Management, LLC History No change 103 13 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 17, 2026
Vision Retirement, LLC History No change 103 13 0.0% 0.0% 723 0 0.0% Q2 2026 Jul 21, 2026
Basecamp Wealth Advisors LLC History No change 99 13 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 14, 2026
Strengthening Families & Communities, LLC History No change 92 12 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 11, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 87 11 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 07, 2026
Prestige Wealth Management Group LLC History No change 86 11 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 90 11 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 03, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 80 10 0.01% 0.01% 729 0 0.0% Q2 2026 Jul 21, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 76 9 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 14, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 75 9 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 04, 2026
ENTRUST FINANCIAL LLC History No change 65 8 0.01% 0.01% 732 0 0.0% Q2 2026 Jul 20, 2026
SJS Investment Consulting Inc. History No change 60 7 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 22, 2026
Glass Jacobson Investment Advisors llc History No change 55 7 0.0% 0.0% 734 0 0.0% Q2 2026 Jul 30, 2026
Morse Asset Management, Inc History No change 49 6 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 13, 2026
CBIZ Investment Advisory Services, LLC History No change 53 6 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 13, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 51 6 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 38 5 0.0% 0.0% 738 0 0.0% Q2 2026 Jul 20, 2026
Register Financial Advisors LLC History No change 41 5 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 15, 2026
Olistico Wealth, LLC History No change 39 5 0.0% 0.0% 740 0 0.0% Q3 2026 Oct 05, 2026
Keating Financial Advisory Services, Inc. History No change 43 5 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 31 4 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History No change 35 4 0.0% 0.0% 743 0 0.0% Q2 2026 Sep 04, 2026
HighMark Wealth Management LLC History No change 36 4 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 12, 2026
Coston, McIsaac & Partners History No change 37 4 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 12, 2026
Financial Network Wealth Advisors LLC History No change 34 4 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 29, 2026
VALLEY NATIONAL ADVISERS INC History No change 30 3 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 29, 2026
LifeSteps Financial, Inc. History No change 30 3 0.0% 0.0% 748 0 0.0% Q2 2026 Jul 17, 2026
Rakuten Securities, Inc. History No change 28 3 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 17 2 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 08, 2026
Key Capital Management, INC History No change 22 2 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 27, 2026
Timbuktu Capital Management, LLC History No change 20 2 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
PROTECTIVE LIFE CORP History No change 9 1 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 14, 2026
TUCKER ASSET MANAGEMENT LLC History No change 14 1 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 27, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 8 1 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 21, 2026
Central Pacific Bank - Trust Division History No change 13 1 0.0% 0.0% 756 0 0.0% Q3 2026 Oct 05, 2026
Rossby Financial, LCC History No change 11 1 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 04, 2026
TOMPKINS FINANCIAL CORP History No change 1 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
DHJJ Financial Advisors, Ltd. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Covestor Ltd History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Kingdom Financial Group LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Allied Private Wealth LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026