VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VGK

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
JPMORGAN CHASE & CO History No change 43,777,897 3,855,519 0.21% 0.21% 1 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 16,832,886 1,490,383 0.08% 0.08% 2 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 8,859,914 784,456 6.84% 6.84% 3 0 0.0% Q2 2026 Jul 27, 2026
GOLDMAN SACHS GROUP INC History No change 7,396,425 654,879 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 14, 2026
Municipal Employees' Retirement System of Michigan History No change 6,644,476 588,302 6.5% 6.5% 5 0 0.0% Q2 2026 Aug 10, 2026
Asset Management One Co., Ltd. History No change 6,241,352 552,609 1.42% 1.42% 6 0 0.0% Q2 2026 Jul 28, 2026
Fisher Asset Management, LLC History No change 5,119,205 453,254 0.13% 0.13% 7 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Investments Australia, Ltd. History No change 4,909,344 434,673 1.08% 1.08% 8 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 3,798,188 336,291 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 3,428,812 303,587 3.18% 3.18% 10 0 0.0% Q2 2026 Jul 21, 2026
BANK OF AMERICA CORP /DE/ History No change 3,310,447 293,106 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 3,049,981 270,045 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
Elm Partners Management LLC History No change 2,462,659 218,043 6.49% 6.49% 13 0 0.0% Q2 2026 Oct 07, 2026
WELLS FARGO & COMPANY/MN History No change 2,237,011 198,064 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 14, 2026
Employees Retirement System of Texas History No change 1,997,090 176,822 1.4% 1.4% 15 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,963,126 173,815 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 1,927,285 170,641 0.17% 0.17% 17 0 0.0% Q2 2026 Aug 05, 2026
Prime Capital Investment Advisors, LLC History No change 1,888,476 167,205 1.62% 1.62% 18 0 0.0% Q2 2026 Aug 05, 2026
DEUTSCHE BANK AG\ History No change 1,772,022 156,894 0.05% 0.05% 19 0 0.0% Q2 2026 Aug 07, 2026
PeakShares LLC History No change 1,764 156,185 0.12% 0.12% 20 0 0.0% Q2 2026 Aug 11, 2026
Willis Johnson & Associates, Inc. History No change 1,740,632 154,115 8.58% 8.58% 21 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 1,585,590 140,388 0.08% 0.08% 22 0 0.0% Q2 2026 Aug 13, 2026
LINCOLN NATIONAL CORP History No change 1,370,143 121,312 3.1% 3.1% 23 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 1,360,009 120,416 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 1,203,938 106,596 0.74% 0.74% 25 0 0.0% Q2 2026 Jul 22, 2026
Stairway Partners, LLC History Reduced 1,079,226 93,676 4.43% 4.51% 26 -1,292 -0.12% Q3 2026 Oct 01, 2026
Garde Capital, Inc. History No change 1,046,545 92,661 4.15% 4.15% 27 0 0.0% Q2 2026 Jul 31, 2026
GenTrust, LLC History No change 971,481 86,014 3.3% 3.3% 28 0 0.0% Q2 2026 Aug 06, 2026
Stephens Greth Foundation History No change 923,743 81,788 16.86% 16.86% 29 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 942,904 77,723 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 863,735 76,475 0.12% 0.12% 31 0 0.0% Q2 2026 Aug 05, 2026
LPL Financial LLC History No change 861,099 76,241 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 859,580 76,107 0.06% 0.06% 33 0 0.0% Q2 2026 Aug 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 817,271 72,367 3.3% 3.3% 34 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 795,976 70,475 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 761,318 67,389 2.69% 2.69% 36 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 720,641 63,805 0.08% 0.08% 37 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 706,286 62,534 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 686,128 60,751 0.08% 0.08% 39 0 0.0% Q2 2026 Aug 12, 2026
FLOW TRADERS U.S. LLC History No change 645,625 57,164 2.35% 2.35% 40 0 0.0% Q2 2026 Aug 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 641,678 56,814 8.72% 8.72% 41 0 0.0% Q2 2026 Jul 22, 2026
Trustees of Dartmouth College History No change 590,190 52,255 15.62% 15.62% 42 0 0.0% Q2 2026 Aug 13, 2026
Impact Partnership Wealth, LLC History No change 588,208 52,079 5.06% 5.06% 43 0 0.0% Q2 2026 Jul 29, 2026
Jupiter Topco LLC History No change 573,633 50,789 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 556,129 49,239 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 535,374 47,402 0.08% 0.08% 46 0 0.0% Q2 2026 Jul 30, 2026
STATE STREET CORP History No change 515,272 45,622 0.0% 0.0% 47 0 0.0% Q2 2026 Sep 22, 2026
Focus Partners Wealth History No change 514,862 45,585 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 12, 2026
Haverford Trust Co History No change 508,490 45,021 0.39% 0.39% 49 0 0.0% Q2 2026 Aug 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 503,116 44,546 0.51% 0.51% 50 0 0.0% Q2 2026 Aug 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 493,178 43,666 2.43% 2.43% 51 0 0.0% Q2 2026 Aug 04, 2026
ATLAS CAPITAL ADVISORS INC. History No change 489,926 43,378 4.75% 4.75% 52 0 0.0% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History No change 481,720 42,651 0.52% 0.52% 53 0 0.0% Q2 2026 Jul 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 465,400 41,206 0.09% 0.09% 54 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 412,938 36,561 0.05% 0.05% 55 0 0.0% Q2 2026 Jul 22, 2026
Tanager Wealth Management LLP History No change 405,842 35,933 3.13% 3.13% 56 0 0.0% Q2 2026 Jul 23, 2026
Banco Santander, S.A. History No change 359,137 31,797 0.2% 0.2% 57 0 0.0% Q2 2026 Jul 29, 2026
AMERIPRISE FINANCIAL INC History No change 354,176 31,351 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 353,300 31,281 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 333,186 29,500 0.06% 0.06% 60 0 0.0% Q2 2026 Aug 05, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 330,185 29,196 0.18% 0.18% 61 0 0.0% Q2 2026 Aug 12, 2026
Galilei Investment Office LLP History No change 328,614 29,095 13.35% 13.35% 62 0 0.0% Q2 2026 Jul 30, 2026
BTG Pactual Asset Management US LLC History No change 296,790 26,277 1.63% 1.63% 63 0 0.0% Q2 2026 Aug 14, 2026
FPC INVESTMENT ADVISORY, INC. History No change 294,912 26,126 12.33% 12.33% 64 0 0.0% Q2 2026 Aug 13, 2026
COURIER CAPITAL LLC History No change 294,132 26,042 1.3% 1.3% 65 0 0.0% Q2 2026 Jul 16, 2026
COOPER/HAIMS ADVISORS, LLC History No change 285,793 25,304 10.89% 10.89% 66 0 0.0% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History No change 284,874 25,222 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 14, 2026
Karpus Management, Inc. History No change 283,483 25,099 0.72% 0.72% 68 0 0.0% Q2 2026 Aug 14, 2026
WealthBridge Investment Counsel Inc. History No change 275,892 24,427 6.52% 6.52% 69 0 0.0% Q2 2026 Jul 15, 2026
AlTi Global, Inc. History No change 262,292 23,223 0.48% 0.48% 70 0 0.0% Q2 2026 Aug 05, 2026
Obsido Oy History No change 257,049 22,759 12.17% 12.17% 71 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 255,873 22,654 0.03% 0.03% 72 0 0.0% Q2 2026 Aug 13, 2026
ANDERSON HOAGLAND & CO History No change 254,060 22,494 1.76% 1.76% 73 0 0.0% Q2 2026 Jul 06, 2026
HSBC HOLDINGS PLC History No change 247,078 21,876 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
Stelac Advisory Services LLC History No change 243,112 21,525 4.01% 4.01% 75 0 0.0% Q2 2026 Aug 10, 2026
BFI Infinity Ltd. History No change 241,646 21,395 6.35% 6.35% 76 0 0.0% Q2 2026 Jul 10, 2026
Journey Advisory Group, LLC History No change 241,195 21,355 1.63% 1.63% 77 0 0.0% Q2 2026 Aug 04, 2026
SCOTIA CAPITAL INC. History No change 234,894 20,797 0.08% 0.08% 78 0 0.0% Q2 2026 Aug 11, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 230,380 20,397 10.22% 10.22% 79 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 218,207 19,320 0.0% 0.0% 80 0 0.0% Q2 2026 Sep 23, 2026
Arax Advisory Partners History No change 206,708 18,301 0.12% 0.12% 81 0 0.0% Q2 2026 Aug 10, 2026
AGF MANAGEMENT LTD History No change 205,845 18,225 0.07% 0.07% 82 0 0.0% Q2 2026 Aug 10, 2026
Greenline Partners, LLC History No change 204,356 18,093 1.84% 1.84% 83 0 0.0% Q2 2026 Aug 14, 2026
Walkner Condon Financial Advisors LLC History No change 204,324 18,090 2.08% 2.08% 84 0 0.0% Q2 2026 Jul 27, 2026
TD Waterhouse Canada Inc. History No change 203,793 17,894 0.05% 0.05% 85 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 199,581 17,684 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 194,094 17,185 0.04% 0.04% 87 0 0.0% Q2 2026 Aug 07, 2026
Zeit Capital LLC History No change 192,527 17,046 10.27% 10.27% 88 0 0.0% Q2 2026 Aug 06, 2026
Hirtle & Co., LLC History No change 192,064 17,005 0.56% 0.56% 89 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 190,722 16,886 0.03% 0.03% 90 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 190,222 16,842 0.02% 0.02% 91 0 0.0% Q2 2026 Jul 29, 2026
NISA INVESTMENT ADVISORS, LLC History No change 190,000 16,822 0.05% 0.05% 92 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 189,364 16,766 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 12, 2026
Robertson Stephens Wealth Management, LLC History No change 188,810 16,717 0.41% 0.41% 94 0 0.0% Q2 2026 Jul 29, 2026
Mariner, LLC History No change 185,650 16,433 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 179,765 15,916 0.21% 0.21% 96 0 0.0% Q2 2026 Aug 10, 2026
HARBOR ADVISORY CORP /MA/ History No change 177,670 15,730 4.21% 4.21% 97 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 175,932 15,576 0.11% 0.11% 98 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 174,568 15,456 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 07, 2026
Allied Investment Advisors, LLC History No change 171,665 15,199 1.91% 1.91% 100 0 0.0% Q2 2026 Jul 20, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 168,904 14,954 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
Integris Wealth Management, LLC History No change 166,315 14,725 2.97% 2.97% 102 0 0.0% Q2 2026 Jul 10, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 164,941 14,603 0.78% 0.78% 103 0 0.0% Q2 2026 Jul 27, 2026
Corient Private Wealth LP History No change 164,882 14,598 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 27, 2026
BLAIR WILLIAM & CO/IL History No change 163,414 14,468 0.04% 0.04% 105 0 0.0% Q2 2026 Aug 11, 2026
Sunflower Bank, N.A. History No change 163,190 14,448 3.45% 3.45% 106 0 0.0% Q2 2026 Aug 14, 2026
Sierra Capital LLC History No change 162,316 14,371 1.39% 1.39% 107 0 0.0% Q2 2026 Aug 13, 2026
MOLLER WEALTH PARTNERS History No change 156,477 13,854 2.51% 2.51% 108 0 0.0% Q2 2026 Jul 15, 2026
Cordoba Advisory Partners LLC History No change 155,920 13,803 2.93% 2.93% 109 0 0.0% Q2 2026 Jul 21, 2026
Sanctuary Advisors, LLC History No change 155,536 13,771 0.06% 0.06% 110 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 149,488 13,235 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 14, 2026
MRA Advisory Group History Reduced 150,580 13,070 4.89% 6.37% 112 -47,749 -24.08% Q3 2026 Oct 07, 2026
GFS Advisors, LLC History No change 1,497 13,007 1.37% 1.37% 113 0 0.0% Q2 2026 Aug 04, 2026
BigSur Wealth Management LLC History No change 146,390 12,961 3.12% 3.12% 114 0 0.0% Q2 2026 Jul 14, 2026
Chicago Wealth Management, Inc. History No change 143,857 12,737 4.52% 4.52% 115 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 143,473 12,707 0.02% 0.02% 116 0 0.0% Q2 2026 Jul 15, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 142,574 12,623 2.41% 2.41% 117 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 142,019 12,574 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 141,833 12,557 2.37% 2.37% 119 0 0.0% Q2 2026 Jul 21, 2026
MinichMacGregor Wealth Management, LLC History No change 140,691 12,456 1.89% 1.89% 120 0 0.0% Q2 2026 Jul 16, 2026
Itau Unibanco Holding S.A. History No change 139,053 12,311 0.23% 0.23% 121 0 0.0% Q2 2026 Aug 14, 2026
Keystone Global Partners, LLC History No change 138,932 12,301 4.65% 4.65% 122 0 0.0% Q2 2026 Jul 16, 2026
HARBOUR INVESTMENTS, INC. History No change 136,282 12,066 0.16% 0.16% 123 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 136,251 12,063 0.13% 0.13% 124 0 0.0% Q2 2026 Aug 13, 2026
Evercore Wealth Management, LLC History No change 136,099 12,050 0.17% 0.17% 125 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 126,943 11,239 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 126,600 11,209 0.15% 0.15% 127 0 0.0% Q2 2026 Aug 14, 2026
Jacobs Equity LLC History No change 124,470 11,020 7.61% 7.61% 128 0 0.0% Q2 2026 Aug 14, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 123,630 10,946 1.28% 1.28% 129 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 122,459 10,842 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Discipline Wealth Solutions, LLC History No change 121,506 10,758 0.94% 0.94% 131 0 0.0% Q2 2026 Jul 21, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 120,711 10,687 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Ameraudi Asset Management, Inc. History No change 120,312 10,652 4.82% 4.82% 133 0 0.0% Q2 2026 Aug 06, 2026
Waverly Advisors, LLC History No change 119,112 10,546 0.06% 0.06% 134 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 112,700 9,978 0.01% 0.01% 135 0 0.0% Q2 2026 Sep 02, 2026
Cresset Asset Management, LLC History No change 110,969 9,825 0.04% 0.04% 136 0 0.0% Q2 2026 Aug 14, 2026
Millburn Ridgefield LLC /DE/ History No change 110,502 9,783 0.19% 0.19% 137 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 110,502 9,783 0.16% 0.16% 138 0 0.0% Q2 2026 Jul 24, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 109,520 9,696 0.18% 0.18% 139 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 108,206 9,580 0.01% 0.01% 140 0 0.0% Q2 2026 Jul 28, 2026
Madison Asset Management, LLC History No change 106,755 9,452 0.11% 0.11% 141 0 0.0% Q2 2026 Aug 10, 2026
Ameliora Wealth Management Ltd. History No change 106,153 9,398 2.79% 2.79% 142 0 0.0% Q2 2026 Jul 24, 2026
Silphium Asset Management Ltd History No change 101,400 8,977 3.03% 3.03% 143 0 0.0% Q2 2026 Jul 30, 2026
Wealthspire Advisors, LLC History No change 98,397 8,712 0.05% 0.05% 144 0 0.0% Q2 2026 Aug 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 97,488 8,631 0.56% 0.56% 145 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 92,291 8,171 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 92,284 8,170 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 12, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 91,404 8,092 2.18% 2.18% 148 0 0.0% Q2 2026 Aug 17, 2026
Grange Capital, LLC History No change 91,138 8,069 7.44% 7.44% 149 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 91,047 8,061 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 90,167 7,983 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 13, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 89,380 7,758 1.99% 1.93% 152 +5,413 6.45% Q3 2026 Oct 06, 2026
Burton Enright Welch History No change 87,560 7,752 0.91% 0.91% 153 0 0.0% Q2 2026 Jul 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 86,569 7,664 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 19, 2026
Kestra Advisory Services, LLC History No change 86,525 7,660 0.02% 0.02% 155 0 0.0% Q2 2026 Jul 28, 2026
NORTHERN TRUST CORP History No change 85,636 7,582 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 84,486 7,480 0.07% 0.07% 157 0 0.0% Q2 2026 Aug 14, 2026
Fluent Financial, LLC History No change 83,241 7,370 2.63% 2.63% 158 0 0.0% Q2 2026 Jul 09, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 82,949 7,344 0.5% 0.5% 159 0 0.0% Q2 2026 Aug 07, 2026
DMKC Advisory Services, LLC History No change 82,378 7,293 1.38% 1.38% 160 0 0.0% Q2 2026 Jul 07, 2026
Magnus Financial Group LLC History No change 81,367 7,204 0.51% 0.51% 161 0 0.0% Q2 2026 Jul 09, 2026
Avior Wealth Management, LLC History No change 78,691 6,967 0.18% 0.18% 162 0 0.0% Q2 2026 Jul 07, 2026
NewEdge Advisors, LLC History No change 78,633 6,962 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 12, 2026
IPG Investment Advisors LLC History No change 78,486 6,949 1.0% 1.0% 164 0 0.0% Q2 2026 Aug 12, 2026
WESBANCO BANK INC History No change 78,312 6,933 0.17% 0.17% 165 0 0.0% Q2 2026 Jul 28, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 77,775 6,885 0.79% 0.79% 166 0 0.0% Q2 2026 Aug 10, 2026
Addis & Hill, Inc History No change 76,302 6,755 3.72% 3.72% 167 0 0.0% Q2 2026 Jul 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 74,719 6,615 0.16% 0.16% 168 0 0.0% Q2 2026 Jul 20, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 74,260 6,574 1.35% 1.35% 169 0 0.0% Q2 2026 Jul 17, 2026
Palisades Hudson Asset Management, L.P. History No change 72,676 6,435 2.25% 2.25% 170 0 0.0% Q2 2026 Aug 07, 2026
Wealthfront Advisers LLC History No change 72,617 6,429 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 71,290 6,312 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 03, 2026
Federation des caisses Desjardins du Quebec History No change 69,554 6,158 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 13, 2026
BHK Investment Advisors, LLC History No change 67,769 6,000 1.79% 1.79% 174 0 0.0% Q2 2026 Jul 28, 2026
Cedar Wealth Management, LLC History No change 66,597 5,896 1.52% 1.52% 175 0 0.0% Q2 2026 Aug 12, 2026
Accredited Investors Inc. History No change 66,268 5,867 0.25% 0.25% 176 0 0.0% Q2 2026 Jul 21, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 65,590 5,807 4.44% 4.44% 177 0 0.0% Q2 2026 Jul 21, 2026
Cavalier Investments, LLC History No change 64,544 5,714 0.24% 0.24% 178 0 0.0% Q2 2026 Aug 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 62,424 5,527 0.43% 0.43% 179 0 0.0% Q2 2026 Aug 14, 2026
Amitell Capital Pte Ltd History No change 60,956 5,397 4.94% 4.94% 180 0 0.0% Q2 2026 Aug 04, 2026
Cooksen Wealth, LLC History No change 60,793 5,382 3.39% 3.39% 181 0 0.0% Q2 2026 Jul 30, 2026
Rockingstone Advisors LLC History No change 60,542 5,360 2.15% 2.15% 182 0 0.0% Q2 2026 Jul 13, 2026
SBI Securities Co., Ltd. History No change 59,371 5,256 0.12% 0.12% 183 0 0.0% Q2 2026 Jul 22, 2026
Vectors Research Management, LLC History No change 59,268 5,247 1.37% 1.37% 184 0 0.0% Q2 2026 Jul 29, 2026
Seven Bridges Advisors LLC History Reduced 60,124 5,218 2.36% 2.7% 185 -3,068 -4.86% Q3 2026 Oct 07, 2026
Hyposwiss Advisors SA History No change 58,177 5,150 4.88% 4.88% 186 0 0.0% Q2 2026 Jul 21, 2026
NATIONAL BANK OF CANADA /FI/ History No change 58,159 5,144 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ADVISERS INC History No change 57,810 5,118 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 13, 2026
Forum Finance Group S.A. History No change 71,102 5,087 1.83% 1.83% 189 0 0.0% Q2 2026 Aug 14, 2026
Sarasin & Partners LLP History No change 56,850 5,033 0.06% 0.06% 190 0 0.0% Q2 2026 Jul 07, 2026
EFG International AG History No change 56,846 5,033 0.09% 0.09% 191 0 0.0% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 55,894 4,948 0.13% 0.13% 192 0 0.0% Q2 2026 Jul 31, 2026
JONES FINANCIAL COMPANIES LLLP History No change 56,529 4,925 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 55,553 4,918 0.02% 0.02% 194 0 0.0% Q2 2026 Jul 23, 2026
Zurich Insurance Group Ltd/FI History No change 55,300 4,896 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 14, 2026
Vanguard National Trust Co History No change 54,275 4,805 0.26% 0.26% 196 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 52,415 4,640 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 13, 2026
MorganRosel Wealth Management, LLC History No change 51,616 4,570 1.54% 1.54% 198 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 49,872 4,415 0.04% 0.04% 199 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 49,781 4,407 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 14, 2026
Birnam Oak Advisors, LP History No change 49,554 4,387 0.71% 0.71% 201 0 0.0% Q2 2026 Aug 14, 2026
Ledyard National Bank History No change 48,551 4,298 0.34% 0.34% 202 0 0.0% Q2 2026 Jul 16, 2026
Blue Edge Capital, LLC History No change 48,488 4,293 0.52% 0.52% 203 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 48,048 4,254 0.33% 0.33% 204 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 47,024 4,163 0.0% 0.0% 205 0 0.0% Q2 2026 Sep 02, 2026
Steward Partners Investment Advisory, LLC History No change 46,900 4,152 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 13, 2026
FIRST MANHATTAN CO. LLC. History No change 46,095 4,081 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 45,929 4,066 0.03% 0.03% 208 0 0.0% Q2 2026 Aug 17, 2026
Circle Wealth Management, LLC History No change 45,755 4,051 0.05% 0.05% 209 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 45,327 4,013 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 45,248 4,006 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 14, 2026
Tiller Private Wealth, Inc. History No change 45,183 4,000 1.25% 1.25% 212 0 0.0% Q2 2026 Jul 24, 2026
Zinnia Wealth Advisory, LLC History No change 45,173 3,999 4.08% 4.08% 213 0 0.0% Q2 2026 Jul 30, 2026
Sharper & Granite LLC History No change 45,148 3,997 1.24% 1.24% 214 0 0.0% Q2 2026 Jul 16, 2026
Marex Group Ltd History No change 44,689 3,956 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 44,445 3,935 0.02% 0.02% 216 0 0.0% Q2 2026 Aug 17, 2026
Wedmont Private Capital History No change 44,126 3,908 0.11% 0.11% 217 0 0.0% Q2 2026 Jul 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 42,527 3,765 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 27, 2026
STEVENS CAPITAL PARTNERS History No change 42,488 3,761 0.72% 0.72% 219 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 41,051 3,634 0.04% 0.04% 220 0 0.0% Q2 2026 Aug 12, 2026
MMBG INVESTMENT ADVISORS CO. History No change 40,931 3,624 0.29% 0.29% 221 0 0.0% Q2 2026 Aug 10, 2026
Chesley Taft & Associates LLC History No change 40,845 3,616 0.14% 0.14% 222 0 0.0% Q2 2026 Jul 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 40,731 3,606 0.08% 0.08% 223 0 0.0% Q2 2026 Jul 17, 2026
SCS Capital Management LLC History No change 40,346 3,572 0.03% 0.03% 224 0 0.0% Q2 2026 Aug 06, 2026
Pictet North America Advisors SA History No change 40,232 3,562 0.31% 0.31% 225 0 0.0% Q2 2026 Jul 24, 2026
Madson Wealth Advisors Inc History No change 40,199 3,559 2.42% 2.42% 226 0 0.0% Q2 2026 Jul 21, 2026
STALEY CAPITAL ADVISERS INC History No change 40,100 3,550 0.14% 0.14% 227 0 0.0% Q2 2026 Aug 11, 2026
S&CO INC History No change 40,000 3,541 0.2% 0.2% 228 0 0.0% Q2 2026 Aug 06, 2026
LOM Asset Management Ltd History No change 39,605 3,506 0.91% 0.91% 229 0 0.0% Q2 2026 Aug 04, 2026
Capital Squared Financial LLC History No change 39,609 3,506 2.29% 2.29% 230 0 0.0% Q2 2026 Jul 21, 2026
Pathstone Holdings, LLC History No change 39,503 3,497 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 13, 2026
Mechanics Bank Trust Department History No change 38,894 3,443 0.43% 0.43% 232 0 0.0% Q2 2026 Jul 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 38,738 3,429 0.04% 0.04% 233 0 0.0% Q2 2026 Jul 28, 2026
CIBC Bancorp USA Inc. History No change 38,728 3,428 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 38,266 3,388 0.08% 0.08% 235 0 0.0% Q2 2026 Aug 13, 2026
Bonfire Financial History No change 38,021 3,366 2.16% 2.16% 236 0 0.0% Q2 2026 Aug 07, 2026
Addison Advisors LLC History No change 37,695 3,337 1.58% 1.58% 237 0 0.0% Q2 2026 Aug 10, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 37,365 3,308 0.55% 0.55% 238 0 0.0% Q2 2026 Aug 04, 2026
Beacon Pointe Advisors, LLC History No change 37,214 3,294 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 18, 2026
Vontobel Holding Ltd. History No change 36,489 3,230 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 03, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 34,775 3,079 0.76% 0.76% 241 0 0.0% Q2 2026 Aug 07, 2026
Advisors Capital Management, LLC History No change 34,722 3,074 0.03% 0.03% 242 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 34,411 3,046 0.05% 0.05% 243 0 0.0% Q2 2026 Aug 11, 2026
Grey Ledge Advisors, LLC History No change 34,382 3,044 0.61% 0.61% 244 0 0.0% Q2 2026 Jul 27, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 34,150 3,023 0.04% 0.04% 245 0 0.0% Q2 2026 Jul 15, 2026
WealthShield Partners, LLC History No change 34,076 3,017 0.46% 0.46% 246 0 0.0% Q2 2026 Aug 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 33,917 3,002 0.06% 0.06% 247 0 0.0% Q2 2026 Jul 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 33,597 2,974 0.11% 0.11% 248 0 0.0% Q2 2026 Aug 14, 2026
SSA SWISS ADVISORS AG History No change 33,391 2,956 1.11% 1.11% 249 0 0.0% Q2 2026 Aug 05, 2026
BTC Capital Management, Inc. History No change 33,041 2,925 0.18% 0.18% 250 0 0.0% Q2 2026 Jul 16, 2026
Valor Advisors LLC History No change 32,785 2,902 2.14% 2.14% 251 0 0.0% Q2 2026 Aug 14, 2026
Hickory Point Bank & Trust History Reduced 33,052 2,868 1.72% 1.84% 252 -1,200 -3.5% Q3 2026 Oct 01, 2026
CAPTRUST FINANCIAL ADVISORS History No change 32,084 2,840 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
E&G Advisors, LLC History No change 32,128 2,838 0.55% 0.55% 254 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 31,129 2,756 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 13, 2026
Montecito Bank & Trust History Reduced 31,738 2,754 0.42% 0.42% 257 -110 -0.35% Q3 2026 Oct 01, 2026
PINNACLE ASSOCIATES LTD History No change 31,108 2,754 0.03% 0.03% 256 0 0.0% Q2 2026 Aug 03, 2026
Evanson Financial, LLC History No change 30,657 2,714 0.13% 0.13% 258 0 0.0% Q2 2026 Jul 07, 2026
Clearstead Advisors, LLC History No change 30,426 2,693 0.03% 0.03% 259 0 0.0% Q2 2026 Aug 06, 2026
FIRST TRUST ADVISORS LP History No change 29,997 2,655 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 11, 2026
Commerce Advisors, LLC History No change 29,925 2,649 1.44% 1.44% 261 0 0.0% Q2 2026 Aug 04, 2026
Expressive Wealth LLC History No change 29,019 2,569 2.43% 2.43% 262 0 0.0% Q2 2026 Aug 11, 2026
GoalVest Advisory LLC History Reduced 29,210 2,535 0.44% 0.86% 263 -23,042 -44.1% Q3 2026 Oct 02, 2026
Modern Wealth Management, LLC History No change 27,925 2,472 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 27,825 2,463 0.02% 0.02% 265 0 0.0% Q2 2026 Jul 27, 2026
PGIM Custom Harvest LLC History No change 26,966 2,387 0.03% 0.03% 266 0 0.0% Q2 2026 Aug 13, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 26,943 2,385 1.32% 1.32% 267 0 0.0% Q2 2026 Jul 16, 2026
Union Bancaire Privee, UBP SA History No change 26,792 2,319 0.03% 0.03% 268 0 0.0% Q2 2026 Jul 16, 2026
PJT Investments Corp. History No change 25,669 2,272 0.77% 0.77% 269 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 25,642 2,270 0.04% 0.04% 270 0 0.0% Q2 2026 Aug 07, 2026
First Bank & Trust History No change 25,479 2,255 0.33% 0.33% 271 0 0.0% Q2 2026 Jul 09, 2026
Focus Partners Advisor Solutions, LLC History No change 25,473 2,255 0.02% 0.02% 272 0 0.0% Q2 2026 Aug 06, 2026
River Street Advisors LLC History No change 25,393 2,248 0.66% 0.66% 273 0 0.0% Q2 2026 Jul 21, 2026
World Investment Advisors History No change 27,179 2,246 0.04% 0.04% 274 0 0.0% Q2 2026 Aug 13, 2026
Liberty Capital Management, Inc. History No change 25,022 2,215 0.38% 0.38% 275 0 0.0% Q2 2026 Jul 17, 2026
Global Endowment Management, LP History No change 25,000 2,214 0.22% 0.22% 276 0 0.0% Q2 2026 Aug 14, 2026
CERTUITY, LLC History No change 24,714 2,188 0.11% 0.11% 277 0 0.0% Q2 2026 Jul 28, 2026
COOPERMAN LEON G History No change 24,693 2,186 0.06% 0.06% 278 0 0.0% Q2 2026 Aug 14, 2026
Genesee Capital Advisors, LLC History No change 24,678 2,184 0.69% 0.69% 279 0 0.0% Q2 2026 Aug 06, 2026
Cassaday & Co Wealth Management LLC History No change 24,537 2,172 0.04% 0.04% 280 0 0.0% Q2 2026 Aug 10, 2026
White Lighthouse Investment Management Inc. History No change 24,312 2,152 0.27% 0.27% 281 0 0.0% Q2 2026 Aug 04, 2026
F&V Capital Management, LLC History No change 24,212 2,144 0.4% 0.4% 282 0 0.0% Q2 2026 Jul 21, 2026
Farther Finance Advisors, LLC History Added to 24,522 2,128 0.02% 0.01% 283 +7,077 40.57% Q3 2026 Oct 08, 2026
Atom Investors LP History No change 23,715 2,099 0.19% 0.19% 284 0 0.0% Q2 2026 Aug 14, 2026
FAMILY WEALTH PARTNERS, LLC History No change 23,125 2,047 0.63% 0.63% 285 0 0.0% Q2 2026 Jul 10, 2026
Summit Asset Management, LLC History No change 23,106 2,045 0.26% 0.26% 286 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Capital, Inc. History No change 23,000 2,036 0.18% 0.18% 287 0 0.0% Q2 2026 Aug 03, 2026
MACKENZIE FINANCIAL CORP History No change 22,900 2,027 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 22,642 2,004 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 22,309 1,975 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 22,261 1,971 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 13, 2026
PARTHENON LLC History No change 22,256 1,970 0.2% 0.2% 292 0 0.0% Q2 2026 Jul 23, 2026
Clear Harbor Asset Management, LLC History No change 22,116 1,958 0.12% 0.12% 293 0 0.0% Q2 2026 Aug 12, 2026
Essex Financial Services, Inc. History No change 22,075 1,954 0.1% 0.1% 294 0 0.0% Q2 2026 Aug 10, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 22,246 1,930 0.17% 0.17% 295 -835 -3.62% Q3 2026 Oct 07, 2026
Collaborative Capital Advisors LLC History No change 21,499 1,903 1.2% 1.2% 296 0 0.0% Q2 2026 Aug 14, 2026
Chicago Capital, LLC History No change 21,484 1,902 0.05% 0.05% 297 0 0.0% Q2 2026 Jul 27, 2026
Tidal Investments LLC History No change 21,399 1,894 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 21,286 1,884 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 21,130 1,870 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 11, 2026
J. M. Brown & Associates Inc. History No change 21,050 1,863 1.07% 1.07% 301 0 0.0% Q2 2026 Jul 23, 2026
Pinion Investment Advisors, LLC History No change 21,027 1,861 0.35% 0.35% 302 0 0.0% Q2 2026 Aug 06, 2026
Hedges Asset Management LLC History No change 21,000 1,859 1.22% 1.22% 303 0 0.0% Q2 2026 Jul 27, 2026
REBALANCE, LLC History No change 20,727 1,835 0.1% 0.1% 304 0 0.0% Q2 2026 Jul 16, 2026
Tolleson Wealth Management, Inc. History No change 20,631 1,826 0.25% 0.25% 305 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 20,528 1,817 0.03% 0.03% 306 0 0.0% Q2 2026 Jul 31, 2026
RWA WEALTH PARTNERS, LLC History No change 20,088 1,778 0.02% 0.02% 307 0 0.0% Q2 2026 Aug 07, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 19,820 1,754 0.07% 0.07% 308 0 0.0% Q2 2026 Aug 05, 2026
COFG Advisors, LLC History No change 19,782 1,751 0.3% 0.3% 309 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 19,795 1,736 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 10, 2026
Disciplined Investments, LLC History No change 19,445 1,721 0.56% 0.56% 311 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 19,231 1,702 0.03% 0.03% 312 0 0.0% Q2 2026 Aug 05, 2026
Dorsey & Whitney Trust CO LLC History No change 18,714 1,656 0.08% 0.08% 313 0 0.0% Q2 2026 Aug 14, 2026
Custos Family Office, LLC History No change 18,428 1,631 0.98% 0.98% 314 0 0.0% Q2 2026 Aug 19, 2026
Unconventional Investor, LLC History No change 18,281 1,618 0.67% 0.67% 315 0 0.0% Q2 2026 Aug 18, 2026
Breakwater Investment Management History No change 18,140 1,606 0.55% 0.55% 316 0 0.0% Q2 2026 Aug 06, 2026
RiverGlades Family Offices LLC History No change 18,092 1,601 0.73% 0.73% 317 0 0.0% Q2 2026 Aug 10, 2026
Western Wealth Management, LLC History No change 18,016 1,595 0.05% 0.05% 318 0 0.0% Q2 2026 Aug 14, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 18,000 1,590 0.55% 0.55% 319 0 0.0% Q2 2026 Jul 15, 2026
Private Advisor Group, LLC History No change 17,640 1,561 0.01% 0.01% 320 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 17,598 1,557 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 17,436 1,543 0.02% 0.02% 322 0 0.0% Q2 2026 Aug 04, 2026
Prism Advisors, Inc. History No change 17,362 1,537 0.37% 0.37% 323 0 0.0% Q2 2026 Jul 24, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 17,250 1,527 0.5% 0.5% 324 0 0.0% Q2 2026 Jul 16, 2026
Empowered Funds, LLC History No change 17,149 1,518 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 16,876 1,494 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 29, 2026
Lummis Asset Management, LP History No change 16,739 1,483 0.89% 0.89% 327 0 0.0% Q2 2026 Aug 03, 2026
IEQ CAPITAL, LLC History No change 16,689 1,477 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 16,259 1,439 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 17, 2026
Bridgewater Advisors Inc. History No change 15,670 1,424 0.08% 0.08% 330 0 0.0% Q2 2026 Aug 05, 2026
DV Trading LLC History No change 16,077 1,423 0.05% 0.05% 331 0 0.0% Q2 2026 Aug 14, 2026
Legacy PCG, LLC History No change 15,405 1,421 6.86% 6.86% 332 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 16,044 1,418 0.14% 0.14% 333 0 0.0% Q2 2026 Aug 13, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 16,015 1,417 0.05% 0.05% 334 0 0.0% Q2 2026 Aug 06, 2026
Freestone Capital Holdings, LLC History No change 15,835 1,402 0.04% 0.04% 335 0 0.0% Q2 2026 Jul 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 15,740 1,393 0.0% 0.0% 336 0 0.0% Q2 2026 Sep 09, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 15,777 1,369 0.28% 0.29% 337 -25 -0.16% Q3 2026 Oct 05, 2026
Integrated Wealth Concepts LLC History No change 15,437 1,366 0.01% 0.01% 338 0 0.0% Q2 2026 Sep 08, 2026
NWAM LLC History No change 15,270 1,351 0.07% 0.07% 339 0 0.0% Q2 2026 Jul 23, 2026
Apella Capital, LLC History Added to 15,557 1,331 0.02% 0.02% 340 +21 0.14% Q3 2026 Oct 08, 2026
Verdence Capital Advisors LLC History No change 14,784 1,308 0.07% 0.07% 341 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 14,649 1,297 0.1% 0.1% 342 0 0.0% Q2 2026 Jul 28, 2026
Sandy Cove Advisors, LLC History No change 14,533 1,286 0.32% 0.32% 343 0 0.0% Q2 2026 Jul 07, 2026
WEDBUSH SECURITIES INC History No change 14,501 1,284 0.03% 0.03% 344 0 0.0% Q2 2026 Jul 28, 2026
BROWN ADVISORY INC History No change 14,420 1,276 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 14,383 1,273 0.08% 0.08% 346 0 0.0% Q2 2026 Jul 20, 2026
Kurv Investment Management LLC History No change 14,350 1,270 0.77% 0.77% 347 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 14,110 1,249 0.03% 0.03% 348 0 0.0% Q2 2026 Jul 30, 2026
PW Nova Financial Services LLC History No change 14,014 1,240 0.27% 0.27% 349 0 0.0% Q2 2026 Jul 29, 2026
McHugh Group, LLC History No change 13,750 1,217 0.62% 0.62% 350 0 0.0% Q2 2026 Jul 16, 2026
Sage Capital Advisors,llc History No change 13,640 1,207 0.25% 0.25% 351 0 0.0% Q2 2026 Jul 09, 2026
GENTRY PRIVATE WEALTH, LLC History No change 13,617 1,205 0.62% 0.62% 352 0 0.0% Q2 2026 Aug 05, 2026
Analyst IMS Investment Management Services Ltd. History No change 13,560 1,201 0.03% 0.03% 353 0 0.0% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 13,405 1,186 0.16% 0.16% 354 0 0.0% Q2 2026 Jul 27, 2026
Strategic Investment Solutions, Inc. /IL History No change 13,353 1,182 0.27% 0.27% 355 0 0.0% Q2 2026 Jul 08, 2026
NewEdge Wealth, LLC History No change 13,232 1,171 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 10, 2026
Aspen Grove Capital, LLC History No change 13,183 1,167 0.17% 0.17% 357 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 13,127 1,162 0.02% 0.02% 358 0 0.0% Q2 2026 Aug 11, 2026
SONATA CAPITAL GROUP INC History No change 13,109 1,160 0.37% 0.37% 359 0 0.0% Q2 2026 Jul 24, 2026
Principia Wealth Advisory, LLC History No change 13,036 1,154 0.57% 0.57% 360 0 0.0% Q2 2026 Aug 26, 2026
Composition Wealth, LLC History No change 13,001 1,151 0.01% 0.01% 361 0 0.0% Q2 2026 Jul 22, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 12,783 1,131 0.27% 0.27% 362 0 0.0% Q2 2026 Jul 09, 2026
Biltmore Family Office, LLC History No change 12,727 1,126 0.15% 0.15% 363 0 0.0% Q2 2026 Aug 12, 2026
Novak & Powell Financial Services, Inc. History No change 12,700 1,124 0.53% 0.53% 364 0 0.0% Q2 2026 Aug 11, 2026
Kastel Capital Advisors, LLC History No change 13,647 1,124 0.71% 0.71% 365 0 0.0% Q2 2026 Jul 09, 2026
Ausdal Financial Partners, Inc. History No change 12,580 1,113 0.04% 0.04% 366 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 12,558 1,111 0.03% 0.03% 367 0 0.0% Q2 2026 Jul 15, 2026
Cambria Investment Management, L.P. History No change 12,503 1,107 0.05% 0.05% 368 0 0.0% Q2 2026 Aug 14, 2026
Avestar Capital, LLC History No change 12,500 1,106 0.06% 0.06% 369 0 0.0% Q2 2026 Jul 29, 2026
Aries Wealth Management History No change 12,500 1,106 0.22% 0.22% 370 0 0.0% Q2 2026 Jul 24, 2026
American Institute for Advanced Investment Management, LLP History No change 12,484 1,105 0.64% 0.64% 371 0 0.0% Q2 2026 Jul 21, 2026
Institute for Wealth Management, LLC. History No change 12,427 1,100 0.1% 0.1% 372 0 0.0% Q2 2026 Jul 28, 2026
DWR WEALTH MANAGEMENT, LLC History No change 11,940 1,051 0.79% 0.79% 373 0 0.0% Q2 2026 Jul 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 11,753 1,040 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 13, 2026
Purkiss Capital Advisors LLC History No change 11,749 1,040 0.4% 0.4% 375 0 0.0% Q2 2026 Jul 30, 2026
SIGNATUREFD, LLC History No change 11,736 1,039 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 23, 2026
DAVENPORT & Co LLC History No change 11,614 1,028 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 13, 2026
OPPENHEIMER & CO INC History No change 11,543 1,022 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 03, 2026
Gotham Asset Management, LLC History No change 11,351 1,005 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 14, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 11,322 1,002 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 29, 2026
TD ASSET MANAGEMENT INC History No change 11,280 998 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 04, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 11,173 989 0.05% 0.05% 382 0 0.0% Q2 2026 Jul 20, 2026
CULLEN/FROST BANKERS, INC. History No change 11,118 984 0.01% 0.01% 383 0 0.0% Q2 2026 Jul 27, 2026
Portland Financial Advisors Inc History No change 10,953 969 1.77% 1.77% 384 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO History No change 10,679 960 0.01% 0.01% 385 0 0.0% Q2 2026 Jul 27, 2026
Aegis Wealth Management LLC History No change 10,800 956 0.45% 0.45% 386 0 0.0% Q2 2026 Aug 07, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 10,735 950 0.07% 0.07% 387 0 0.0% Q2 2026 Jul 16, 2026
PARK AVENUE SECURITIES LLC History No change 10,723 949 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 20, 2026
Choate Investment Advisors History No change 10,678 945 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 11, 2026
CIDEL ASSET MANAGEMENT INC History No change 10,490 928 0.04% 0.04% 390 0 0.0% Q2 2026 Jul 17, 2026
Roger Wittlin Investment Advisory, LLC History No change 10,470 927 0.73% 0.73% 391 0 0.0% Q2 2026 Jul 17, 2026
Resolute Advisors LLC History No change 10,337 915 0.22% 0.22% 392 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 10,020 887 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 9,857 872 0.11% 0.11% 394 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 9,729 861 0.04% 0.04% 395 0 0.0% Q2 2026 Aug 14, 2026
Sunesis Advisors, LLC History No change 9,718 860 0.36% 0.36% 396 0 0.0% Q2 2026 Jul 10, 2026
M&T BANK CORP History No change 9,647 854 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 04, 2026
IHT Wealth Management, LLC History No change 9,574 847 0.02% 0.02% 398 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Wealth Partners, LLC History No change 9,514 842 0.46% 0.46% 399 0 0.0% Q2 2026 Jul 29, 2026
Summit Trail Advisors, LLC History No change 9,483 839 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 11, 2026
Advisor Resource Council History No change 9,299 836 0.24% 0.24% 401 0 0.0% Q2 2026 Jul 28, 2026
Prospera Financial Services Inc History No change 9,420 834 0.01% 0.01% 402 0 0.0% Q2 2026 Jul 15, 2026
Pure Financial Advisors, LLC History No change 9,400 832 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 9,347 827 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 04, 2026
Councilor Wealth, LLC History No change 9,263 820 0.33% 0.33% 405 0 0.0% Q2 2026 Jul 21, 2026
Yoffe Investment Management, LLC History No change 9,270 820 0.94% 0.94% 406 0 0.0% Q2 2026 Jul 09, 2026
US BANCORP \DE\ History No change 9,238 817 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 12, 2026
Phoenix Financial Ltd. History No change 9,226 816 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 9,165 811 0.02% 0.02% 409 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 9,141 809 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 10, 2026
BRIGHTON JONES LLC History No change 9,018 798 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 11, 2026
MASECO LLP History No change 8,883 786 0.02% 0.02% 412 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 8,853 783 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 06, 2026
Mascagni Wealth Management, Inc. History No change 8,789 778 0.48% 0.48% 414 0 0.0% Q2 2026 Jul 31, 2026
Innova Wealth Partners History No change 8,758 775 0.32% 0.32% 415 0 0.0% Q2 2026 Jul 15, 2026
Fiduciary Alliance LLC History No change 8,703 770 0.05% 0.05% 416 0 0.0% Q2 2026 Jul 20, 2026
Rothschild & Co Wealth Management UK Ltd History No change 8,666 767 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 28, 2026
South Shore Capital Advisors History No change 8,582 759 0.51% 0.51% 418 0 0.0% Q2 2026 Jul 30, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 8,568 758 0.31% 0.31% 419 0 0.0% Q2 2026 Jul 24, 2026
LM Advisors LLC History No change 8,534 755 0.09% 0.09% 420 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 8,444 747 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 20, 2026
BlueSky Wealth Advisors, LLC History No change 8,405 744 0.09% 0.09% 422 0 0.0% Q2 2026 Jul 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 8,397 743 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 8,361 740 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 14, 2026
Allie Family Office LLC History No change 8,366 740 0.27% 0.27% 425 0 0.0% Q2 2026 Oct 02, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 8,246 730 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 04, 2026
WELCH & FORBES LLC History No change 8,104 717 0.01% 0.01% 427 0 0.0% Q2 2026 Jul 30, 2026
Retirement Planning Group, LLC History No change 7,896 699 0.02% 0.02% 428 0 0.0% Q2 2026 Aug 05, 2026
NVWM, LLC History No change 7,883 697 0.14% 0.14% 429 0 0.0% Q2 2026 Jul 28, 2026
Belpointe Asset Management LLC History No change 7,876 697 0.02% 0.02% 430 0 0.0% Q2 2026 Jul 31, 2026
Arsenal Capital Advisors LLC History No change 7,786 689 0.41% 0.41% 431 0 0.0% Q2 2026 Aug 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 7,704 682 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 06, 2026
Compound Planning, Inc. History No change 7,710 682 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 04, 2026
SALEM INVESTMENT COUNSELORS INC History No change 7,697 681 0.02% 0.02% 434 0 0.0% Q2 2026 Jul 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 7,608 673 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 28, 2026
MISSION WEALTH MANAGEMENT, LP History No change 7,578 670 0.01% 0.01% 436 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 7,480 662 0.08% 0.08% 437 0 0.0% Q2 2026 Jul 10, 2026
Strategic Blueprint, LLC History No change 7,446 659 0.03% 0.03% 438 0 0.0% Q2 2026 Jul 23, 2026
Proficio Capital Partners LLC History No change 7,400 655 0.02% 0.02% 439 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 7,388 654 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 14, 2026
Maxele Advisors, LLC History No change 7,390 654 0.46% 0.46% 441 0 0.0% Q2 2026 Aug 14, 2026
Gemmer Asset Management LLC History No change 7,377 653 0.04% 0.04% 442 0 0.0% Q2 2026 Jul 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 7,372 652 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 14, 2026
Evolution Wealth Advisors, LLC History No change 7,313 647 0.08% 0.08% 444 0 0.0% Q2 2026 Jul 29, 2026
Carl P. Sherr & Co., LLC History No change 7,297 646 0.27% 0.27% 445 0 0.0% Q2 2026 Jul 31, 2026
GLENMEDE TRUST CO NA History No change 7,267 643 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 10, 2026
Peck Wealth Management, LLC History No change 7,221 639 0.54% 0.54% 447 0 0.0% Q2 2026 Jul 31, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 7,212 638 0.08% 0.08% 448 0 0.0% Q2 2026 Aug 14, 2026
One Day In July LLC History No change 7,205 637 0.04% 0.04% 449 0 0.0% Q2 2026 Aug 03, 2026
Great Waters Wealth Management History Reduced 7,331 636 0.06% 0.06% 450 -34 -0.46% Q3 2026 Oct 07, 2026
ROMANO BROTHERS AND COMPANY History No change 7,129 631 0.06% 0.06% 451 0 0.0% Q2 2026 Jul 21, 2026
Addison Capital Co History No change 7,132 631 0.1% 0.1% 452 0 0.0% Q2 2026 Aug 04, 2026
Capital Analysts, LLC History No change 7,133 631 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 05, 2026
Clark Asset Management, LLC History No change 7,106 629 0.05% 0.05% 454 0 0.0% Q2 2026 Jul 07, 2026
Activest Wealth Management History No change 7,078 626 0.12% 0.12% 455 0 0.0% Q2 2026 Jul 16, 2026
SG Americas Securities, LLC History No change 7,031 623 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 07, 2026
Sincerus Advisory, LLC History No change 6,978 617 0.42% 0.42% 457 0 0.0% Q2 2026 Jul 06, 2026
Capstone Wealth Management Group, Inc. History No change 6,971 617 0.37% 0.37% 458 0 0.0% Q2 2026 Jul 27, 2026
Cedarwood Wealth LLC History No change 6,966 616 0.47% 0.47% 459 0 0.0% Q2 2026 Jul 23, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 6,827 604 0.06% 0.06% 460 0 0.0% Q2 2026 Jul 24, 2026
XP Advisory US, Inc. History No change 6,783 600 0.33% 0.33% 461 0 0.0% Q2 2026 Jul 30, 2026
Ifrah Financial Services, Inc. History No change 6,770 599 0.15% 0.15% 462 0 0.0% Q2 2026 Jul 21, 2026
Investor's Fiduciary Advisor Network, LLC History No change 6,764 598 0.2% 0.2% 463 0 0.0% Q2 2026 Aug 13, 2026
KDT Advisors, LLC History No change 6,750 597 0.83% 0.83% 464 0 0.0% Q2 2026 Jul 31, 2026
RTD Financial Advisors, Inc. History No change 6,700 593 0.06% 0.06% 465 0 0.0% Q2 2026 Jul 13, 2026
LCW Services, LLC History No change 6,696 592 0.26% 0.26% 466 0 0.0% Q2 2026 Jul 30, 2026
BOS Asset Management, LLC History No change 6,675 591 0.14% 0.14% 467 0 0.0% Q2 2026 Jul 13, 2026
Intellectus Partners, LLC History No change 6,640 587 0.1% 0.1% 468 0 0.0% Q2 2026 Aug 12, 2026
Trek Financial, LLC History No change 6,635 587 0.03% 0.03% 469 0 0.0% Q2 2026 Aug 13, 2026
Facet Wealth, Inc. History No change 6,597 584 0.01% 0.01% 470 0 0.0% Q2 2026 Jul 27, 2026
MAYPORT, LLC History No change 6,514 576 0.09% 0.09% 471 0 0.0% Q2 2026 Aug 07, 2026
Maia Wealth LLC History No change 6,452 571 0.08% 0.08% 472 0 0.0% Q2 2026 Jul 28, 2026
Crescent Grove Advisors, LLC History No change 6,418 568 0.05% 0.05% 473 0 0.0% Q2 2026 Aug 10, 2026
Narwhal Capital Management History No change 6,400 566 0.04% 0.04% 474 0 0.0% Q2 2026 Jul 24, 2026
Empower Advisory Group, LLC History No change 6,377 564 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 12, 2026
Elmwood Wealth Management, Inc. History No change 6,359 563 0.14% 0.14% 476 0 0.0% Q2 2026 Jul 07, 2026
Lido Advisors, LLC History No change 6,333 560 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 07, 2026
Fort Sheridan Advisors LLC History No change 6,319 559 0.06% 0.06% 478 0 0.0% Q2 2026 Aug 05, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 6,310 558 0.39% 0.39% 479 0 0.0% Q2 2026 Aug 14, 2026
Xcel Wealth Management, LLC History No change 6,270 555 0.13% 0.13% 480 0 0.0% Q2 2026 Jul 24, 2026
Merit Financial Group, LLC History No change 6,268 554 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 20, 2026
Kohmann Bosshard Financial Services, LLC History No change 6,245 552 0.05% 0.05% 482 0 0.0% Q2 2026 Jul 14, 2026
CHILTON INVESTMENT CO INC. History No change 6,165 545 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 14, 2026
Intesa Sanpaolo Wealth Management History No change 6,129 542 0.11% 0.11% 484 0 0.0% Q2 2026 Jul 23, 2026
BARINGS LLC History No change 5,980 529 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 07, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 6,007 528 0.35% 0.35% 486 0 0.0% Q2 2026 Jul 06, 2026
Brookstone Capital Management History No change 5,947 526 0.01% 0.01% 487 0 0.0% Q2 2026 Jul 15, 2026
HEADINVEST, LLC History No change 5,929 524 0.1% 0.1% 488 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 5,955 523 0.03% 0.03% 489 0 0.0% Q2 2026 Jul 28, 2026
LYELL WEALTH MANAGEMENT, LP History No change 5,851 518 0.03% 0.03% 490 0 0.0% Q2 2026 Aug 05, 2026
STOCK YARDS BANK & TRUST CO History No change 5,850 517 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 19, 2026
Insight Advisors, LLC/ PA History No change 5,819 515 0.09% 0.09% 492 0 0.0% Q2 2026 Aug 05, 2026
Laird Norton Wetherby Trust Company, LLC History No change 5,799 513 0.01% 0.01% 493 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History No change 5,736 507 0.06% 0.06% 494 0 0.0% Q2 2026 Jul 08, 2026
Aureus Asset Management, LLC History No change 5,700 504 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 14, 2026
Arrowroot Family Office, LLC History No change 5,688 503 0.14% 0.14% 496 0 0.0% Q2 2026 Aug 06, 2026
Legacy Advisors, LLC History No change 5,677 502 0.05% 0.05% 497 0 0.0% Q2 2026 Jul 24, 2026
Life Planning Partners, Inc History No change 5,637 499 0.37% 0.37% 498 0 0.0% Q2 2026 Jul 21, 2026
Sompo Asset Management Co., Ltd. History No change 5,630 498 0.08% 0.08% 499 0 0.0% Q2 2026 Jul 14, 2026
Valeo Financial Advisors, LLC History No change 5,743 498 0.01% 0.01% 500 0 0.0% Q3 2026 Oct 08, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 5,577 493 0.07% 0.07% 501 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Wealth Advisors, LLC History No change 5,513 488 0.06% 0.06% 502 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 5,506 487 0.03% 0.03% 503 0 0.0% Q2 2026 Aug 05, 2026
Hexagon Capital Partners LLC History No change 5,503 487 0.07% 0.07% 504 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 5,482 485 0.02% 0.02% 505 0 0.0% Q2 2026 Jul 22, 2026
Prepared Retirement Institute LLC History No change 5,476 484 0.21% 0.21% 506 0 0.0% Q2 2026 Aug 10, 2026
Granite FO LLC History No change 5,435 481 0.25% 0.25% 507 0 0.0% Q2 2026 Jul 15, 2026
AVITY INVESTMENT MANAGEMENT INC. History No change 5,400 478 0.03% 0.03% 508 0 0.0% Q2 2026 Jul 09, 2026
Piscataqua Savings Bank History No change 5,401 478 0.32% 0.32% 509 0 0.0% Q2 2026 Jul 09, 2026
Ballast Rock Private Wealth LLC History No change 5,380 476 0.22% 0.22% 510 0 0.0% Q2 2026 Aug 10, 2026
Carson Advisory Inc. History No change 5,327 471 0.22% 0.22% 511 0 0.0% Q2 2026 Aug 11, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 5,307 469 0.27% 0.27% 512 0 0.0% Q2 2026 Aug 10, 2026
WARNER FINANCIAL, INC History No change 5,262 465 0.14% 0.14% 513 0 0.0% Q2 2026 Jul 09, 2026
COMMERCE BANK History No change 5,241 464 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History No change 5,144 457 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 5,144 457 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 29, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 5,106 452 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 5,057 447 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 07, 2026
Perennial Investment Advisors, LLC History No change 5,038 446 0.03% 0.03% 519 0 0.0% Q2 2026 Aug 14, 2026
Carrera Capital Advisors History No change 4,934 436 0.06% 0.06% 520 0 0.0% Q2 2026 Aug 03, 2026
SeaBridge Investment Advisors LLC History No change 4,923 435 0.06% 0.06% 521 0 0.0% Q2 2026 Jul 17, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 4,913 434 0.0% 0.0% 522 0 0.0% Q2 2026 Jul 23, 2026
Allworth Financial LP History No change 4,887 432 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 11, 2026
Capasso Planning Partners LLC History No change 4,888 432 0.22% 0.22% 524 0 0.0% Q2 2026 Aug 18, 2026
Pinnacle Family Advisors, LLC History No change 4,861 430 0.18% 0.18% 525 0 0.0% Q2 2026 Aug 14, 2026
Curbstone Financial Management Corp History No change 4,776 422 0.07% 0.07% 526 0 0.0% Q2 2026 Jul 14, 2026
SEEDS INVESTOR LLC History No change 4,771 422 0.04% 0.04% 527 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History No change 4,749 420 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 07, 2026
Caprock Group, LLC History No change 4,750 420 0.01% 0.01% 529 0 0.0% Q2 2026 Jul 27, 2026
HUB Investment Partners, LLC History No change 4,698 415 0.01% 0.01% 530 0 0.0% Q2 2026 Jul 31, 2026
Diligent Investors, LLC History No change 4,685 414 0.09% 0.09% 531 0 0.0% Q2 2026 Jul 24, 2026
Prostatis Group LLC History No change 4,687 414 0.1% 0.1% 532 0 0.0% Q2 2026 Aug 14, 2026
LGL PARTNERS, LLC History No change 4,685 414 0.15% 0.15% 533 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 4,675 413 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Advisors, LLC History No change 4,652 411 0.11% 0.11% 535 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History Reduced 4,661 404 0.03% 0.04% 537 -92 -1.94% Q3 2026 Oct 01, 2026
ZWJ INVESTMENT COUNSEL INC History No change 4,563 404 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 16, 2026
Coston, McIsaac & Partners History No change 4,569 404 0.08% 0.08% 538 0 0.0% Q2 2026 Aug 12, 2026
Venture Visionary Partners LLC History Added to 4,553 395 0.01% 0.01% 539 +486 11.95% Q3 2026 Oct 07, 2026
Betterment LLC History No change 4,440 393 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 4,433 392 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 4,431 392 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 28, 2026
Taylor Financial Group, Inc. History No change 4,433 392 0.22% 0.22% 543 0 0.0% Q2 2026 Jul 24, 2026
PFG Investments, LLC History No change 4,418 391 0.02% 0.02% 544 0 0.0% Q2 2026 Jul 23, 2026
KCM INVESTMENT ADVISORS LLC History No change 4,363 386 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 13, 2026
Rollins Financial Advisors, LLC History No change 4,354 385 0.05% 0.05% 546 0 0.0% Q2 2026 Aug 04, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,326 383 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 13, 2026
Crumly & Associates Inc. History Added to 4,350 377 0.07% 0.04% 548 +1,892 76.97% Q3 2026 Oct 07, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,268 377 0.07% 0.07% 549 0 0.0% Q2 2026 Aug 06, 2026
BRAVE ASSET MANAGEMENT INC History No change 4,250 376 0.08% 0.08% 550 0 0.0% Q2 2026 Jul 08, 2026
B. Riley Wealth Advisors, Inc. History No change 4,280 376 0.02% 0.02% 551 0 0.0% Q2 2026 Jul 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 4,216 373 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 10, 2026
Oceanic Investment Management LTD History No change 3,222 372 0.48% 0.48% 553 0 0.0% Q2 2026 Aug 13, 2026
Hudock, Inc. History No change 4,191 371 0.05% 0.05% 554 0 0.0% Q2 2026 Jul 31, 2026
EARNED WEALTH ADVISORS, LLC History No change 4,160 368 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 4,108 363 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 17, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 4,105 363 0.22% 0.22% 557 0 0.0% Q2 2026 Jul 28, 2026
Van Hulzen Asset Management, LLC History No change 4,100 363 0.03% 0.03% 558 0 0.0% Q2 2026 Aug 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 4,091 362 0.03% 0.03% 559 0 0.0% Q2 2026 Aug 05, 2026
Koshinski Asset Management, Inc. History No change 4,076 360 0.02% 0.02% 560 0 0.0% Q2 2026 Jul 27, 2026
Cove Private Wealth, LLC History No change 4,058 359 0.07% 0.07% 561 0 0.0% Q2 2026 Jul 31, 2026
Arta Finance Wealth Management LLC History No change 4,056 359 0.15% 0.15% 562 0 0.0% Q2 2026 Aug 13, 2026
ASPIRIANT, LLC History No change 4,023 356 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 20, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 4,024 356 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 4,027 356 0.01% 0.01% 565 0 0.0% Q2 2026 Jul 31, 2026
Asset Dedication, LLC History No change 4,010 355 0.02% 0.02% 566 0 0.0% Q2 2026 Jul 30, 2026
Capital Management Associates, Inc History No change 4,000 354 0.07% 0.07% 567 0 0.0% Q2 2026 Jul 22, 2026
Prime Buchholz LLC History No change 4,000 354 0.13% 0.13% 568 0 0.0% Q2 2026 Aug 13, 2026
Jacobi Capital Management LLC History No change 3,991 353 0.02% 0.02% 569 0 0.0% Q2 2026 Jul 31, 2026
Argyle Capital Partners, LLC History No change 3,994 353 0.22% 0.22% 570 0 0.0% Q2 2026 Aug 07, 2026
Trust Co History No change 3,955 350 0.03% 0.03% 571 0 0.0% Q2 2026 Jul 10, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 3,945 349 0.04% 0.04% 572 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 3,922 347 0.02% 0.02% 573 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 3,911 346 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 17, 2026
Nuveen, LLC History No change 3,911 346 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 11, 2026
CURA WEALTH ADVISORS, LLC History No change 3,911 346 0.15% 0.15% 576 0 0.0% Q2 2026 Aug 06, 2026
Copia Wealth Management History No change 3,892 344 0.21% 0.21% 577 0 0.0% Q2 2026 Aug 17, 2026
Cascade Financial Partners, LLC History No change 3,850 340 0.03% 0.03% 578 0 0.0% Q2 2026 Aug 04, 2026
Modera Wealth Management, LLC History No change 3,817 337 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 03, 2026
Gerber Kawasaki Wealth & Investment Management History No change 3,806 337 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 07, 2026
Directional Asset Management History No change 3,806 336 0.28% 0.28% 581 0 0.0% Q2 2026 Jul 24, 2026
Rockwood Wealth Management, LLC History No change 3,789 335 0.02% 0.02% 582 0 0.0% Q2 2026 Jul 13, 2026
Red Wave Investments LLC History No change 3,774 334 0.08% 0.08% 583 0 0.0% Q2 2026 Aug 05, 2026
Shoker Investment Counsel, Inc. History No change 3,748 331 0.08% 0.08% 584 0 0.0% Q2 2026 Aug 10, 2026
Range Advisory, LLC History No change 3,741 331 0.04% 0.04% 585 0 0.0% Q2 2026 Sep 02, 2026
Texas Yale Capital Corp. History No change 3,729 330 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 12, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 3,724 329 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 3,702 327 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisors, LLC History No change 3,682 326 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 06, 2026
Werba Rubin Papier Wealth Management History No change 3,682 325 0.04% 0.04% 590 0 0.0% Q2 2026 Jul 27, 2026
Geometric Wealth Advisors History No change 3,659 323 0.03% 0.03% 591 0 0.0% Q2 2026 Aug 11, 2026
Linscomb Wealth, Inc. History No change 3,606 319 0.01% 0.01% 592 0 0.0% Q2 2026 Jul 31, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 3,592 318 0.07% 0.07% 593 0 0.0% Q2 2026 Jul 22, 2026
Index Fund Advisors, Inc. History No change 3,562 315 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 12, 2026
Rinkey Investments History No change 3,515 311 0.07% 0.07% 595 0 0.0% Q2 2026 Jul 20, 2026
Luminvest Wealth Management LLC History No change 3,511 310 0.07% 0.07% 596 0 0.0% Q2 2026 Jul 29, 2026
FINANCIAL CONSULATE, INC History No change 3,481 308 0.03% 0.03% 597 0 0.0% Q2 2026 Jul 23, 2026
Cypress Wealth Services, LLC History No change 3,484 308 0.04% 0.04% 598 0 0.0% Q2 2026 Jul 10, 2026
SpringVest Wealth Management LLC History No change 3,479 308 0.19% 0.19% 599 0 0.0% Q2 2026 Jul 22, 2026
Burford Brothers, Inc. History No change 3,457 306 0.11% 0.11% 600 0 0.0% Q2 2026 Jul 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,415 302 0.01% 0.01% 601 0 0.0% Q2 2026 Jul 27, 2026
Medallion Wealth Advisors, LLC History No change 3,399 300 0.09% 0.09% 602 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 3,374 298 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 06, 2026
Florida Trust Wealth Management Co History No change 3,350 296 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Advisors, LLC History No change 3,318 293 0.02% 0.02% 605 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 3,311 293 0.02% 0.02% 606 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 3,310 293 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 11, 2026
Navigation Wealth Management, Inc. History No change 3,306 292 0.4% 0.4% 608 0 0.0% Q2 2026 Jul 16, 2026
Haverford Financial Services, Inc. History No change 3,290 291 0.09% 0.09% 609 0 0.0% Q2 2026 Aug 12, 2026
BLB&B Advisors, LLC History No change 3,296 291 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 05, 2026
SP Asset Management LLC History No change 3,297 291 0.02% 0.02% 611 0 0.0% Q2 2026 Aug 04, 2026
Certified Advisory Corp History No change 3,251 287 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 16, 2026
Lantern Wealth Advisors, LLC History No change 3,242 287 0.13% 0.13% 613 0 0.0% Q2 2026 Jul 28, 2026
HTG Investment Advisors, Inc. History No change 3,252 287 0.07% 0.07% 614 0 0.0% Q2 2026 Aug 06, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 3,238 286 0.22% 0.22% 615 0 0.0% Q2 2026 Jul 24, 2026
TOMPKINS FINANCIAL CORP History No change 3,278 284 0.02% 0.02% 616 0 0.0% Q3 2026 Oct 05, 2026
Bedel Financial Consulting, Inc. History No change 3,214 284 0.03% 0.03% 617 0 0.0% Q2 2026 Jul 29, 2026
HBK Sorce Advisory LLC History No change 3,082 283 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 3,203 283 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisory Services, LLC History No change 3,167 280 0.02% 0.02% 620 0 0.0% Q2 2026 Jul 23, 2026
Bison Wealth, LLC History No change 3,111 279 0.03% 0.03% 621 0 0.0% Q2 2026 Jul 07, 2026
Hamilton Wealth, LLC History No change 3,144 278 0.05% 0.05% 622 0 0.0% Q2 2026 Aug 06, 2026
Red Door Wealth Management, LLC History No change 3,129 277 0.03% 0.03% 623 0 0.0% Q2 2026 Jul 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,125 276 0.0% 0.0% 624 0 0.0% Q2 2026 Sep 23, 2026
STAR Financial Bank History No change 3,113 275 0.11% 0.11% 625 0 0.0% Q2 2026 Aug 07, 2026
Miller Investment Management, LP History No change 3,073 272 0.02% 0.02% 626 0 0.0% Q2 2026 Aug 13, 2026
Waterloo Capital, L.P. History No change 3,061 271 0.02% 0.02% 627 0 0.0% Q2 2026 Jul 29, 2026
Wealth Preservation Advisors, LLC History No change 3,072 271 0.15% 0.15% 628 0 0.0% Q2 2026 Aug 14, 2026
Quartz Partners, LLC History No change 3,060 270 0.09% 0.09% 629 0 0.0% Q2 2026 Aug 10, 2026
Heritage Investment Group, Inc. History No change 3,060 270 0.04% 0.04% 630 0 0.0% Q2 2026 Jul 29, 2026
Commonwealth Financial Services, LLC History No change 3,046 269 0.04% 0.04% 631 0 0.0% Q2 2026 Jul 15, 2026
PENNINGTON PARTNERS & CO., LLC History No change 3,048 269 0.09% 0.09% 632 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 3,041 269 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 04, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 3,018 267 0.11% 0.11% 634 0 0.0% Q2 2026 Jul 24, 2026
One Capital Management, LLC History No change 3,220 265 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 13, 2026
RMR Capital Management, LLC History No change 2,999 265 0.18% 0.18% 636 0 0.0% Q2 2026 Jul 27, 2026
Sigma Planning Corp History No change 2,987 264 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 2,974 263 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 10, 2026
MidFirst Bank History No change 2,967 262 0.02% 0.02% 639 0 0.0% Q2 2026 Aug 07, 2026
FIRST NATIONAL TRUST CO History No change 2,953 261 0.01% 0.01% 640 0 0.0% Q2 2026 Jul 30, 2026
Rodgers Brothers Inc. History No change 2,952 261 0.03% 0.03% 641 0 0.0% Q2 2026 Aug 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,984 261 0.02% 0.02% 642 0 0.0% Q2 2026 Jul 22, 2026
LARCH CAPITAL PARTNERS LLC History No change 2,951 261 0.04% 0.04% 643 0 0.0% Q2 2026 Aug 17, 2026
GC Wealth Management RIA, LLC History No change 2,931 259 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 16, 2026
Checchi Capital Advisers, LLC History No change 2,912 257 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 04, 2026
Main Street Financial Solutions, LLC History No change 2,895 256 0.02% 0.02% 646 0 0.0% Q2 2026 Aug 07, 2026
SteelPeak Wealth, LLC History No change 2,897 256 0.01% 0.01% 647 0 0.0% Q2 2026 Jul 13, 2026
Skyline Advisors, Inc. History No change 2,874 254 0.08% 0.08% 648 0 0.0% Q2 2026 Jul 20, 2026
Lifeworks Advisors, LLC History No change 2,879 254 0.03% 0.03% 649 0 0.0% Q2 2026 Aug 14, 2026
Register Financial Advisors LLC History No change 2,869 254 0.08% 0.08% 650 0 0.0% Q2 2026 Jul 15, 2026
Abbot Financial Management, Inc. History No change 2,860 253 0.09% 0.09% 651 0 0.0% Q2 2026 Aug 06, 2026
TCP Asset Management, LLC History No change 2,840 251 0.03% 0.03% 652 0 0.0% Q2 2026 Jul 15, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 2,890 250 0.06% 0.06% 653 0 0.0% Q3 2026 Oct 06, 2026
W ADVISORS, LLC History No change 2,832 250 0.11% 0.11% 654 0 0.0% Q2 2026 Jul 31, 2026
HUNTINGTON NATIONAL BANK History No change 2,819 249 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 13, 2026
Dunhill Financial, LLC History No change 2,817 249 0.05% 0.05% 656 0 0.0% Q2 2026 Aug 07, 2026
Calydon Capital History No change 2,802 248 0.04% 0.04% 657 0 0.0% Q2 2026 Aug 14, 2026
Great Diamond Partners, LLC History No change 2,800 247 0.04% 0.04% 658 0 0.0% Q2 2026 Jul 17, 2026
D.A. DAVIDSON & CO. History No change 2,779 246 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 24, 2026
Chicago Partners Investment Group LLC History No change 2,787 244 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 29, 2026
Canal Capital Management, LLC History No change 2,762 244 0.03% 0.03% 661 0 0.0% Q2 2026 Jul 28, 2026
Leith Wheeler Investment Counsel Ltd. History No change 2,750 243 0.02% 0.02% 662 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Partners, LTD. History No change 2,749 243 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 11, 2026
CUMBERLAND ADVISORS INC History No change 2,730 241 0.08% 0.08% 664 0 0.0% Q2 2026 Jul 21, 2026
Sicart Associates LLC History No change 2,730 241 0.06% 0.06% 665 0 0.0% Q2 2026 Aug 11, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 2,731 241 0.06% 0.06% 666 0 0.0% Q2 2026 Jul 16, 2026
TRUST CO OF VERMONT History No change 2,719 240 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 07, 2026
PKS Advisory Services, LLC History No change 2,720 240 0.04% 0.04% 668 0 0.0% Q2 2026 Aug 04, 2026
Integrity Wealth Solutions LLC History No change 2,716 240 0.09% 0.09% 669 0 0.0% Q2 2026 Jul 30, 2026
Upper Left Wealth Management, LLC History No change 2,709 239 0.13% 0.13% 670 0 0.0% Q2 2026 Jul 14, 2026
Coastwise Capital Group, LLC History No change 2,706 239 0.14% 0.14% 671 0 0.0% Q2 2026 Jul 16, 2026
APPLETON PARTNERS INC/MA History No change 2,685 238 0.01% 0.01% 672 0 0.0% Q2 2026 Jul 21, 2026
Rehmann Capital Advisory Group History No change 2,698 238 0.01% 0.01% 673 0 0.0% Q2 2026 Aug 20, 2026
RMR Wealth Builders History No change 2,696 238 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 24, 2026
RFG Advisory, LLC History No change 2,680 237 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 15, 2026
Turning Point Benefit Group, Inc. History No change 2,684 237 0.1% 0.1% 676 0 0.0% Q2 2026 Jul 23, 2026
Churchill Financial Advisors, LLC History No change 2,680 237 0.05% 0.05% 677 0 0.0% Q2 2026 Jul 15, 2026
INTRUST BANK NA History No change 2,660 235 0.02% 0.02% 678 0 0.0% Q2 2026 Aug 05, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 2,662 235 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 17, 2026
Kingsview Wealth Management, LLC History No change 2,634 233 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 18, 2026
Ascentis Independent Advisors History No change 2,636 233 0.63% 0.63% 681 0 0.0% Q2 2026 Aug 04, 2026
Spinnaker Investment Group, LLC History No change 2,639 233 0.04% 0.04% 682 0 0.0% Q2 2026 Jul 10, 2026
Spartan Wealth Advisory Services LLC History No change 2,640 233 0.02% 0.02% 683 0 0.0% Q2 2026 Aug 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 2,598 230 0.02% 0.02% 684 0 0.0% Q2 2026 Jul 16, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,607 230 0.01% 0.01% 685 0 0.0% Q2 2026 Jul 13, 2026
Bragg Financial Advisors, Inc History No change 2,594 229 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 12, 2026
SVB WEALTH LLC History No change 2,590 229 0.01% 0.01% 687 0 0.0% Q2 2026 Jul 17, 2026
Physician Wealth Advisors, Inc. History No change 2,581 228 0.03% 0.03% 688 0 0.0% Q2 2026 Jul 20, 2026
Kroeger Financial Partners History No change 2,581 228 0.22% 0.22% 689 0 0.0% Q2 2026 Jul 27, 2026
Sherman Wealth Management LLC History No change 2,564 227 0.17% 0.17% 690 0 0.0% Q2 2026 Jul 09, 2026
Barnett & Company, Inc. History No change 2,562 226 0.17% 0.17% 691 0 0.0% Q2 2026 Aug 12, 2026
Symmetry Partners, LLC History No change 2,546 225 0.01% 0.01% 692 0 0.0% Q2 2026 Jul 23, 2026
International Private Wealth Advisors LLC History No change 2,548 225 0.12% 0.12% 693 0 0.0% Q2 2026 Aug 07, 2026
Powell Investment Advisors, LLC History No change 2,536 224 0.07% 0.07% 694 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Advisory Services, LLC History No change 2,535 224 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 14, 2026
Fischer Financial Services, Inc. History No change 2,533 224 0.06% 0.06% 696 0 0.0% Q2 2026 Aug 11, 2026
Partners in Financial Planning History No change 2,525 223 0.03% 0.03% 697 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 2,511 222 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 14, 2026
EWA, LLC History No change 2,506 221 0.04% 0.04% 699 0 0.0% Q2 2026 Jul 14, 2026
Interchange Capital Partners, LLC History No change 2,491 220 0.04% 0.04% 700 0 0.0% Q2 2026 Jul 20, 2026
Beaumont Financial Advisors, LLC History No change 2,463 218 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 04, 2026
MONEY CONCEPTS CAPITAL CORP History No change 2,459 217 0.01% 0.01% 702 0 0.0% Q2 2026 Aug 04, 2026
Charles Schwab Trust Co History No change 2,462 217 0.01% 0.01% 703 0 0.0% Q2 2026 Jul 10, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 2,446 216 0.02% 0.02% 704 0 0.0% Q2 2026 Jul 28, 2026
Alesco Advisors, LLC, An ESL Co History No change 2,430 215 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 05, 2026
Harbour Capital Advisors, LLC History No change 2,430 215 0.04% 0.04% 706 0 0.0% Q2 2026 Jul 15, 2026
EAGLE WEALTH STRATEGIES LLC History No change 2,431 215 0.08% 0.08% 707 0 0.0% Q2 2026 Jul 09, 2026
OceanIQ Capital, LLC History No change 2,330 215 0.13% 0.13% 708 0 0.0% Q2 2026 Aug 12, 2026
Fielder Capital Group LLC History No change 2,417 214 0.05% 0.05% 709 0 0.0% Q2 2026 Aug 06, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,415 213 0.05% 0.05% 710 0 0.0% Q2 2026 Sep 02, 2026
CAPITAL MANAGEMENT CORP /VA History No change 2,408 213 0.03% 0.03% 711 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 2,397 212 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 03, 2026
Swisher Financial Concepts, Inc. History No change 2,404 212 0.13% 0.13% 713 0 0.0% Q2 2026 Aug 06, 2026
Carolina Wealth Management Inc History No change 2,395 212 0.1% 0.1% 714 0 0.0% Q2 2026 Aug 11, 2026
Canandaigua National Trust Co of Florida History New 2,437 211 0.12% — 717 +2,437 New Q3 2026 Oct 07, 2026
1ST SOURCE BANK History No change 2,394 211 0.01% 0.01% 715 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 2,392 211 0.01% 0.01% 716 0 0.0% Q2 2026 Aug 13, 2026
SIMON QUICK ADVISORS, LLC History No change 2,345 207 0.01% 0.01% 718 0 0.0% Q2 2026 Jul 28, 2026
Sentinel Advisory Group, LLC History No change 2,343 207 0.08% 0.08% 719 0 0.0% Q2 2026 Jul 23, 2026
Simplicity Wealth,LLC History No change 2,330 206 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 06, 2026
M3 Advisory Group, LLC History No change 2,331 206 0.11% 0.11% 721 0 0.0% Q2 2026 Jul 24, 2026
Newton One Investments LLC History No change 2,325 205 0.05% 0.05% 722 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Wealth Management, LLC History No change 2,326 205 0.13% 0.13% 723 0 0.0% Q2 2026 Jul 22, 2026
Nilsine Partners, LLC History No change 2,326 205 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 24, 2026
Aaron Wealth Advisors LLC History No change 2,314 204 0.01% 0.01% 725 0 0.0% Q2 2026 Jul 16, 2026
Mraz, Amerine & Associates, Inc. History No change 2,300 203 0.03% 0.03% 726 0 0.0% Q2 2026 Jul 16, 2026
Disciplined Investors, L.L.C. History No change 2,295 203 0.1% 0.1% 727 0 0.0% Q2 2026 Aug 11, 2026
McGinn Penninger Investment Management, Inc. History No change 2,283 202 0.12% 0.12% 728 0 0.0% Q2 2026 Jul 28, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History No change 2,286 202 0.15% 0.15% 729 0 0.0% Q2 2026 Jul 21, 2026
K.J. Harrison & Partners Inc History No change 2,274 201 0.03% 0.03% 730 0 0.0% Q2 2026 Aug 07, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 2,263 200 0.01% 0.01% 731 0 0.0% Q2 2026 Jul 21, 2026
JAG CAPITAL MANAGEMENT, LLC History No change 2,259 200 0.02% 0.02% 732 0 0.0% Q2 2026 Jul 29, 2026
Perennial Advisors, LLC History No change 2,267 200 0.03% 0.03% 733 0 0.0% Q2 2026 Jul 13, 2026
Financial Gravity Companies, Inc. History No change 2,255 199 0.03% 0.03% 734 0 0.0% Q2 2026 Aug 05, 2026
Frazier Financial Advisors, LLC History No change 2,184 193 0.1% 0.1% 735 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 2,133 188 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 12, 2026
Millstone Evans Group, LLC History No change 2,096 185 0.1% 0.1% 737 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,975 174 0.12% 0.12% 738 0 0.0% Q2 2026 Jul 24, 2026
4Thought Financial Group Inc. History No change 1,911 169 0.08% 0.08% 739 0 0.0% Q2 2026 Jul 28, 2026
SWAN Capital LLC History No change 1,827 161 0.06% 0.06% 740 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 1,709 151 0.01% 0.01% 741 0 0.0% Q2 2026 Jul 10, 2026
WEST PACES ADVISORS INC. History No change 1,667 147 0.02% 0.02% 742 0 0.0% Q2 2026 Jul 17, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,625 143 0.01% 0.01% 743 0 0.0% Q2 2026 Aug 06, 2026
CDKV HOLDINGS LLC History No change 1,615 142 0.11% 0.11% 744 0 0.0% Q2 2026 Jul 30, 2026
CX Institutional History Reduced 1,615 140 0.0% 0.0% 745 -86 -5.06% Q3 2026 Oct 02, 2026
JTC Employer Solutions Trustee Ltd History No change 1,584 140 0.01% 0.01% 746 0 0.0% Q2 2026 Jul 31, 2026
Glassman Wealth Services History No change 1,571 139 0.02% 0.02% 747 0 0.0% Q2 2026 Aug 05, 2026
Keewaydin Investments LLC History No change 1,575 139 0.04% 0.04% 748 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 1,470 130 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 1,414 125 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 24, 2026
Rakuten Securities, Inc. History No change 1,404 124 0.03% 0.03% 751 0 0.0% Q2 2026 Aug 11, 2026
Front Row Advisors LLC History No change 1,260 116 0.03% 0.03% 752 0 0.0% Q2 2026 Aug 13, 2026
Ramirez Asset Management, Inc. History No change 1,300 115 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 13, 2026
PAYDEN & RYGEL History No change 1,269 112 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 31, 2026
Topsail Wealth Management, LLC History No change 1,275 112 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 1,233 109 0.03% 0.03% 756 0 0.0% Q2 2026 Jul 30, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,237 109 0.02% 0.02% 757 0 0.0% Q2 2026 Jul 23, 2026
WEBSTER BANK, N. A. History No change 1,220 108 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 20, 2026
Buck Wealth Strategies, LLC History No change 1,201 106 0.01% 0.01% 759 0 0.0% Q2 2026 Jul 30, 2026
Gleason Group, Inc. History No change 1,191 105 0.01% 0.01% 760 0 0.0% Q2 2026 Jul 13, 2026
Downshift Financial, LLC History No change 1,178 104 0.05% 0.05% 761 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Bancorp, Inc. History No change 1,172 103 0.03% 0.03% 762 0 0.0% Q2 2026 Jul 28, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,131 100 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 11, 2026
Abound Wealth Management History No change 1,111 98 0.02% 0.02% 764 0 0.0% Q2 2026 Jul 10, 2026
Strategic Wealth Partners, Ltd. History No change 1,083 95 0.01% 0.01% 765 0 0.0% Q2 2026 Aug 12, 2026
Cherry Tree Wealth Management, LLC History No change 1,084 95 0.02% 0.02% 766 0 0.0% Q2 2026 Sep 15, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,061 93 0.01% 0.01% 767 0 0.0% Q2 2026 Jul 13, 2026
Key FInancial Inc History No change 1,048 92 0.02% 0.02% 768 0 0.0% Q2 2026 Jul 24, 2026
PINNEY & SCOFIELD, INC. History No change 1,044 92 0.04% 0.04% 769 0 0.0% Q2 2026 Aug 07, 2026
WealthCollab, LLC History No change 1,028 91 0.03% 0.03% 770 0 0.0% Q2 2026 Aug 10, 2026
Purpose Unlimited Inc. History No change 1,013 91 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 992 88 0.0% 0.0% 772 0 0.0% Q2 2026 Jul 27, 2026
Hilltop National Bank History No change 951 84 0.02% 0.02% 773 0 0.0% Q2 2026 Jul 01, 2026
CVA Family Office, LLC History No change 936 82 0.01% 0.01% 774 0 0.0% Q2 2026 Aug 07, 2026
First Pacific Financial History No change 899 79 0.01% 0.01% 775 0 0.0% Q2 2026 Jul 20, 2026
FIRST UNITED BANK & TRUST History No change 860 76 0.02% 0.02% 776 0 0.0% Q2 2026 Jul 20, 2026
Balentine LLC History No change 852 75 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 06, 2026
First Command Advisory Services, Inc. History No change 849 75 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 10, 2026
JDM Financial Group LLC History No change 853 75 0.03% 0.03% 779 0 0.0% Q2 2026 Aug 17, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 842 74 0.01% 0.01% 780 0 0.0% Q2 2026 Aug 03, 2026
Princeton Global Asset Management LLC History No change 821 72 0.01% 0.01% 781 0 0.0% Q2 2026 Jul 16, 2026
TFC Financial Management, Inc. History No change 814 72 0.01% 0.01% 782 0 0.0% Q2 2026 Jul 23, 2026
Murphy & Mullick Capital Management Corp History No change 802 71 0.04% 0.04% 783 0 0.0% Q2 2026 Aug 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 800 70 0.01% 0.01% 784 0 0.0% Q2 2026 Jul 27, 2026
Inlight Wealth Management, LLC History No change 67,702 67 0.02% 0.02% 785 0 0.0% Q2 2026 Jul 28, 2026
Dogwood Wealth Management LLC History No change 761 67 0.03% 0.03% 786 0 0.0% Q2 2026 Jul 06, 2026
Atlantic Union Bankshares Corp History No change 732 64 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 11, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 729 64 0.05% 0.05% 788 0 0.0% Q2 2026 Aug 04, 2026
Independence Bank of Kentucky History No change 720 63 0.01% 0.01% 789 0 0.0% Q2 2026 Jul 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 700 61 0.0% 0.0% 790 0 0.0% Q2 2026 Jul 07, 2026
BLUELINE ADVISORS LLC History No change 684 60 0.04% 0.04% 791 0 0.0% Q2 2026 Jul 27, 2026
EASTERN BANK History Reduced 679 58 0.0% 0.0% 792 -421 -38.27% Q3 2026 Oct 05, 2026
Signature Equity Partners, LLC History No change 614 54 0.02% 0.02% 793 0 0.0% Q2 2026 Jul 30, 2026
Smartleaf Asset Management LLC History No change 586 51 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 583 51 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 565 50 0.0% 0.0% 796 0 0.0% Q2 2026 Jul 30, 2026
AMERIFLEX GROUP, INC. History No change 560 49 0.02% 0.02% 797 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 550 48 0.0% 0.0% 798 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 534 47 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 06, 2026
Timbuktu Capital Management, LLC History No change 530 46 0.07% 0.07% 800 0 0.0% Q2 2026 Aug 13, 2026
HOWE & RUSLING INC History No change 496 43 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 10, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 496 43 0.02% 0.02% 802 0 0.0% Q2 2026 Aug 07, 2026
N.E.W. Advisory Services LLC History No change 491 43 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 06, 2026
Sage Mountain Advisors LLC History No change 468 41 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 05, 2026
Delos Wealth Advisors, LLC History No change 461 40 0.02% 0.02% 805 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 425 37 0.0% 0.0% 806 0 0.0% Q2 2026 Jul 31, 2026
VALLEY NATIONAL ADVISERS INC History No change 400 35 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 29, 2026
DUNCKER STREETT & CO INC History No change 400 35 0.01% 0.01% 808 0 0.0% Q2 2026 Jul 28, 2026
Boreal Capital Management LLC History No change 390 34 0.03% 0.03% 809 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 390 34 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 03, 2026
First Bancorp, Inc /ME/ History No change 364 32 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 11, 2026
MONTAG A & ASSOCIATES INC History No change 370 32 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 05, 2026
Kings Path Partners LLC History No change 372 32 0.01% 0.01% 813 0 0.0% Q2 2026 Jul 14, 2026
Rossby Financial, LCC History No change 365 32 0.01% 0.01% 814 0 0.0% Q2 2026 Aug 04, 2026
JPL Wealth Management, LLC History No change 355 31 0.01% 0.01% 815 0 0.0% Q2 2026 Aug 13, 2026
YANKCOM Partnership History No change 357 31 0.01% 0.01% 816 0 0.0% Q2 2026 Jul 21, 2026
BOKF, NA History No change 340 30 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 10, 2026
PROFFITT & GOODSON INC History No change 345 30 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 22, 2026
Osbon Capital Management LLC History No change 335 29 0.02% 0.02% 819 0 0.0% Q2 2026 Aug 13, 2026
ALLIANZ SE History No change 321 28 0.0% 0.0% 820 0 0.0% Q2 2026 Aug 10, 2026
MTM Investment Management, LLC History No change 312 27 0.01% 0.01% 821 0 0.0% Q2 2026 Aug 03, 2026
Ascentis Wealth Management, LLC History No change 309 27 0.0% 0.0% 822 0 0.0% Q2 2026 Jul 30, 2026
Financial Life Planners History No change 312 27 0.02% 0.02% 823 0 0.0% Q2 2026 Jul 21, 2026
Horizons Wealth Management History New 309 26 0.02% — 828 +309 New Q3 2026 Oct 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 300 26 0.01% 0.01% 824 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 304 26 0.0% 0.0% 825 0 0.0% Q2 2026 Jul 23, 2026
Midwest Capital Advisors, LLC History No change 303 26 0.01% 0.01% 826 0 0.0% Q2 2026 Jul 28, 2026
Kilter Group LLC History No change 296 26 0.01% 0.01% 827 0 0.0% Q2 2026 Aug 11, 2026
Darwin Wealth Management, LLC History No change 282 25 0.01% 0.01% 829 0 0.0% Q2 2026 Jul 21, 2026
Russell Investments Group, Ltd. History No change 291 25 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 06, 2026
Covestor Ltd History No change 282 25 0.01% 0.01% 831 0 0.0% Q2 2026 Aug 07, 2026
Atomic Invest LLC History No change 290 25 0.0% 0.0% 832 0 0.0% Q2 2026 Sep 25, 2026
IMA Advisory Services, Inc. History No change 168 24 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 10, 2026
TD Capital Management LLC History No change 278 24 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 06, 2026
HHM Wealth Advisors, LLC History No change 254 22 0.0% 0.0% 835 0 0.0% Q2 2026 Jul 13, 2026
CoreCap Advisors, LLC History Added to 244 21 0.0% 0.0% 838 +45 22.61% Q3 2026 Oct 08, 2026
Financial Management Professionals, Inc. History No change 245 21 0.0% 0.0% 836 0 0.0% Q2 2026 Jul 09, 2026
Lavaca Capital LLC History No change 242 21 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 14, 2026
Park Place Capital Corp History No change 247 21 0.0% 0.0% 839 0 0.0% Q2 2026 Aug 13, 2026
Realta Investment Advisors History No change 234 20 0.01% 0.01% 840 0 0.0% Q2 2026 Jul 20, 2026
Napier Financial, LLC History No change 235 20 0.0% 0.0% 841 0 0.0% Q2 2026 Jul 31, 2026
3 FACTOR INDEXING, LLC History No change 210 18 0.02% 0.02% 842 0 0.0% Q2 2026 Jul 08, 2026
MOTCO History No change 193 17 0.0% 0.0% 843 0 0.0% Q2 2026 Jul 31, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 24,900 17 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 200 17 0.0% 0.0% 845 0 0.0% Q2 2026 Jul 08, 2026
Pinnacle Wealth Planning Services, Inc. History No change 200 17 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 07, 2026
LRI Investments, LLC History No change 200 17 0.0% 0.0% 847 0 0.0% Q2 2026 Jul 14, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 195 17 0.01% 0.01% 848 0 0.0% Q2 2026 Jul 20, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 196 17 0.01% 0.01% 849 0 0.0% Q2 2026 Jul 22, 2026
HAZLETT, BURT & WATSON, INC. History No change 185 16 0.0% 0.0% 850 0 0.0% Q2 2026 Jul 30, 2026
Bell Investment Advisors, Inc History No change 191 16 0.0% 0.0% 851 0 0.0% Q2 2026 Aug 06, 2026
Redwood Park Advisors LLC History No change 181 16 0.01% 0.01% 852 0 0.0% Q2 2026 Aug 11, 2026
Planning Strategies Inc. History Added to 173 15 0.01% 0.01% 856 +15 9.49% Q3 2026 Oct 02, 2026
LifeSteps Financial, Inc. History No change 180 15 0.01% 0.01% 853 0 0.0% Q2 2026 Jul 17, 2026
NFSG Corp History No change 175 15 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 174 15 0.01% 0.01% 855 0 0.0% Q2 2026 Aug 17, 2026
True Wealth Design, LLC History No change 161 14 0.0% 0.0% 857 0 0.0% Q2 2026 Jul 16, 2026
Winch Advisory Services, LLC History No change 153 13 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 06, 2026
Allied Private Wealth LLC History No change 154 13 0.01% 0.01% 859 0 0.0% Q2 2026 Jul 09, 2026
NBH Bank History No change 138 12 0.01% 0.01% 860 0 0.0% Q2 2026 Aug 14, 2026
ASHTON THOMAS SECURITIES, LLC History No change 131 11 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 27, 2026
IAG Wealth Partners, LLC History No change 130 11 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 114 10 0.0% 0.0% 863 0 0.0% Q2 2026 Jul 21, 2026
Hurley Capital, LLC History No change 120 10 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 10, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 115 10 0.0% 0.0% 865 0 0.0% Q2 2026 Jul 14, 2026
Oakworth Capital, Inc. History No change 106 9 0.0% 0.0% 866 0 0.0% Q2 2026 Jul 22, 2026
HM PAYSON & CO History No change 101 8 0.0% 0.0% 867 0 0.0% Q2 2026 Jul 17, 2026
S&T BANK/PA History No change 96 8 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 12, 2026
Axiom Investment Management LLC History No change 100 8 0.01% 0.01% 869 0 0.0% Q2 2026 Jul 30, 2026
Archer Investment Corp History No change 96 8 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 03, 2026
Legacy Bridge, LLC History No change 81 7 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 13, 2026
Strengthening Families & Communities, LLC History No change 82 7 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 11, 2026
ENTRUST FINANCIAL LLC History No change 80 7 0.0% 0.0% 873 0 0.0% Q2 2026 Jul 20, 2026
Signature Resources Capital Management, LLC History No change 73 6 0.0% 0.0% 874 0 0.0% Q2 2026 Jul 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 65 5 0.0% 0.0% 875 0 0.0% Q2 2026 Jul 08, 2026
Westend Capital Management, LLC History No change 67 5 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 07, 2026
GHP Investment Advisors, Inc. History No change 65 5 0.0% 0.0% 877 0 0.0% Q2 2026 Jul 17, 2026
Cheviot Value Management, LLC History No change 60 5 0.0% 0.0% 878 0 0.0% Q2 2026 Aug 06, 2026
Orion Capital Management LLC History No change 60 5 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 17, 2026
BIRCHBROOK, INC. History No change 61 5 0.0% 0.0% 880 0 0.0% Q2 2026 Jul 08, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 64 5 0.0% 0.0% 881 0 0.0% Q2 2026 Jul 24, 2026
LFA - Lugano Financial Advisors SA History No change 50 4 0.0% 0.0% 882 0 0.0% Q2 2026 Jul 28, 2026
WOLFF WIESE MAGANA LLC History No change 53 4 0.0% 0.0% 883 0 0.0% Q2 2026 Jul 13, 2026
Founders Financial Alliance, LLC History No change 48 4 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 04, 2026
Colonial Trust Co / SC History No change 56 4 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 11, 2026
New England Capital Financial Advisors LLC History No change 50 4 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 27, 2026
DHJJ Financial Advisors, Ltd. History No change 36 3 0.0% 0.0% 887 0 0.0% Q2 2026 Jul 24, 2026
MRP Capital Investments, LLC History No change 35 3 0.0% 0.0% 888 0 0.0% Q2 2026 Aug 10, 2026
Rachor Investment Advisory Services, LLC History No change 40 3 0.0% 0.0% 889 0 0.0% Q2 2026 Jul 16, 2026
Grove Bank & Trust History New 33 2 0.0% — 895 +33 New Q3 2026 Oct 08, 2026
HOEY INVESTMENTS, INC History No change 26 2 0.0% 0.0% 890 0 0.0% Q2 2026 Jul 27, 2026
TSFG, LLC History No change 23 2 0.0% 0.0% 891 0 0.0% Q2 2026 Jul 23, 2026
Morling Financial Advisors, LLC History No change 30 2 0.0% 0.0% 892 0 0.0% Q2 2026 Aug 06, 2026
Cape Investment Advisory, Inc. History No change 29 2 0.0% 0.0% 893 0 0.0% Q2 2026 Jul 23, 2026
Central Pacific Bank - Trust Division History No change 25 2 0.0% 0.0% 894 0 0.0% Q3 2026 Oct 05, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 15 1 0.0% 0.0% 896 0 0.0% Q2 2026 Jul 16, 2026
Quaker Wealth Management, LLC History No change 21 1 0.0% 0.0% 897 0 0.0% Q2 2026 Jul 24, 2026
Kingdom Financial Group LLC. History No change 18 1 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 07, 2026
Asempa Wealth Advisors History Closed out 0 0 — 0.16% — -2,395 -100.0% Q3 2026 Oct 07, 2026
Elm3 Financial Group, LLC History Closed out 0 0 — 0.14% — -2,332 -100.0% Q3 2026 Oct 07, 2026
Sarver Vrooman Wealth Advisors History No change 1 0 — — — 0 0.0% Q3 2026 Oct 01, 2026