VANGUARD SCOTTSDALE FUNDS - VGSH

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 47,301,997 2,755,341 0.15% 0.15% 1 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 28,332,310 1,648,940 0.09% 0.09% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 11,894,773 692,275 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 11,135,791 648,103 0.89% 0.89% 4 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 9,365,484 545,071 0.07% 0.07% 5 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 8,815,679 516,069 0.17% 0.17% 6 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 8,157,125 474,744 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 4,958,141 288,563 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 4,938,833 287,440 0.35% 0.35% 9 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 4,710,769 274,166 3.98% 3.98% 10 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 4,467,285 259,995 2.49% 2.49% 11 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 4,249,118 247,298 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 4,102,272 238,752 0.05% 0.05% 13 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,972,823 231,218 0.05% 0.05% 14 0 0.0% Q2 2026 Sep 23, 2026
AMERIPRISE FINANCIAL INC History No change 3,581,286 207,899 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 3,432,890 199,793 0.59% 0.59% 16 0 0.0% Q2 2026 Aug 04, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,328,556 193,721 0.05% 0.05% 17 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 3,321,662 193,320 16.33% 16.33% 18 0 0.0% Q2 2026 Jul 07, 2026
Pure Financial Advisors, LLC History No change 3,002,732 174,758 2.22% 2.22% 19 0 0.0% Q2 2026 Aug 14, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 2,789,417 162,344 5.73% 5.73% 20 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 2,557,701 148,858 0.21% 0.21% 21 0 0.0% Q2 2026 Aug 27, 2026
CITIGROUP INC History No change 2,526,390 147,035 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 03, 2026
WIT, LLC History No change 2,425,179 141,145 2.25% 2.25% 23 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 2,312,922 134,612 1.35% 1.35% 24 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 2,200,571 128,073 2.35% 2.35% 25 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 2,159,237 125,667 0.12% 0.12% 26 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 2,133,484 124,169 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 2,121,965 123,507 0.15% 0.15% 28 0 0.0% Q2 2026 Aug 14, 2026
Smithfield Trust Co History No change 2,093,639 121,849 4.87% 4.87% 29 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 2,010,515 117,012 0.44% 0.44% 30 0 0.0% Q2 2026 Aug 14, 2026
NEPC LLC History No change 1,993,299 116,010 2.16% 2.16% 31 0 0.0% Q2 2026 Aug 14, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 1,835,215 106,809 1.54% 1.54% 32 0 0.0% Q2 2026 Aug 14, 2026
Elm Partners Management LLC History No change 1,571,335 91,451 2.72% 2.72% 33 0 0.0% Q2 2026 Oct 07, 2026
FJ Investments, LLC History No change 1,550,014 90,210 4.9% 4.9% 34 0 0.0% Q2 2026 Aug 06, 2026
Miller Investment Management, LP History No change 1,537,843 89,502 8.18% 8.18% 35 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 1,527,935 88,925 0.93% 0.93% 36 0 0.0% Q2 2026 Jul 21, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 1,526,211 88,825 0.62% 0.62% 37 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisors, LLC History No change 1,421,932 82,756 1.09% 1.09% 38 0 0.0% Q2 2026 Aug 06, 2026
Beacon Pointe Advisors, LLC History No change 1,405,234 81,784 0.38% 0.38% 39 0 0.0% Q2 2026 Aug 18, 2026
Evensky & Katz LLC History No change 1,381,942 80,429 4.15% 4.15% 40 0 0.0% Q2 2026 Jul 22, 2026
FIRST FINANCIAL BANKSHARES INC History No change 1,356,427 78,944 1.48% 1.48% 41 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 1,353,304 78,762 0.08% 0.08% 42 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 1,350,317 78,588 0.83% 0.83% 43 0 0.0% Q2 2026 Aug 06, 2026
PATTEN & PATTEN INC/TN History No change 1,327,074 77,235 4.09% 4.09% 44 0 0.0% Q2 2026 Aug 05, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 1,287,710 74,944 4.46% 4.46% 45 0 0.0% Q2 2026 Aug 12, 2026
Oak Harvest Investment Services History No change 1,284,004 74,729 6.98% 6.98% 46 0 0.0% Q2 2026 Jul 24, 2026
MAYPORT, LLC History No change 1,281,135 74,562 11.56% 11.56% 47 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 1,280,012 74,496 0.04% 0.04% 48 0 0.0% Q2 2026 Aug 13, 2026
Advisory Alpha, LLC History No change 1,236,917 71,991 1.77% 1.77% 49 0 0.0% Q2 2026 Aug 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,212,961 70,594 1.03% 1.03% 50 0 0.0% Q2 2026 Jul 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,150,794 66,976 0.84% 0.84% 51 0 0.0% Q2 2026 Aug 13, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 1,123,054 65,361 10.03% 10.03% 52 0 0.0% Q2 2026 Jul 22, 2026
Chemistry Wealth Management LLC History No change 1,107,162 64,436 10.31% 10.31% 53 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Wealth Advisors, Inc. History No change 1,086,658 63,243 13.25% 13.25% 54 0 0.0% Q2 2026 Jul 17, 2026
Warwick Investment Management, Inc. History No change 1,059,194 61,645 6.92% 6.92% 55 0 0.0% Q2 2026 Jul 31, 2026
Falcon Wealth Planning History No change 1,032,635 60,099 3.79% 3.79% 56 0 0.0% Q2 2026 Jul 13, 2026
Cetera Investment Advisers History No change 1,007,231 58,620 0.05% 0.05% 57 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 993,531 57,823 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 944,315 54,959 0.07% 0.07% 59 0 0.0% Q2 2026 Jul 28, 2026
Foster Group, Inc. History No change 925,588 53,869 1.43% 1.43% 60 0 0.0% Q2 2026 Jul 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 895,293 52,106 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 893,733 52,015 0.12% 0.12% 62 0 0.0% Q2 2026 Jul 27, 2026
Wealth Dimensions Group, Ltd. History No change 882,471 51,359 9.2% 9.2% 63 0 0.0% Q2 2026 Jul 22, 2026
Strata Wealth Advisors, LLC History No change 865,062 50,346 12.28% 12.28% 64 0 0.0% Q2 2026 Aug 05, 2026
Wellspring Financial Advisors, LLC History No change 863,583 50,260 3.31% 3.31% 65 0 0.0% Q2 2026 Jul 20, 2026
INSIGHT 2811, INC. History No change 852,297 49,603 19.19% 19.19% 66 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ADVISERS INC History No change 819,197 47,677 0.16% 0.16% 67 0 0.0% Q2 2026 Aug 13, 2026
Klaas Financial Asset Advisors, LLC History No change 806,570 46,942 5.85% 5.85% 68 0 0.0% Q2 2026 Jul 15, 2026
Retirement Planning Group, LLC History No change 776,178 45,173 1.15% 1.15% 69 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 768,955 44,754 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 13, 2026
McLean Asset Management Corp History No change 767,727 44,604 5.9% 5.9% 71 0 0.0% Q2 2026 Aug 12, 2026
Portland Global Advisors LLC History No change 756,714 44,040 4.18% 4.18% 72 0 0.0% Q2 2026 Aug 13, 2026
Vernal Point Advisors, LLC History No change 746,524 43,447 14.67% 14.67% 73 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 726,811 42,300 0.07% 0.07% 74 0 0.0% Q2 2026 Jul 30, 2026
American Money Management, LLC History No change 716,987 41,728 5.96% 5.96% 75 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 702,665 40,895 0.06% 0.06% 76 0 0.0% Q2 2026 Aug 14, 2026
Pacific Sage Partners, LLC History No change 699,446 40,707 5.78% 5.78% 77 0 0.0% Q2 2026 Aug 06, 2026
First Command Advisory Services, Inc. History No change 689,411 40,123 0.24% 0.24% 78 0 0.0% Q2 2026 Aug 10, 2026
1834 INVESTMENT ADVISORS CO History No change 667,988 38,876 4.4% 4.4% 79 0 0.0% Q2 2026 Jul 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 654,977 38,119 0.08% 0.08% 80 0 0.0% Q2 2026 Aug 13, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 649,524 37,802 5.96% 5.96% 81 0 0.0% Q2 2026 Aug 06, 2026
Rockefeller Capital Management L.P. History No change 648,947 37,768 0.06% 0.06% 82 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 641,271 37,321 0.74% 0.74% 83 0 0.0% Q2 2026 Jul 15, 2026
Beacon Bank & Trust History No change 633,681 36,880 7.03% 7.03% 84 0 0.0% Q2 2026 Aug 03, 2026
University of Illinois Foundation History No change 619,536 36,056 6.44% 6.44% 85 0 0.0% Q2 2026 Aug 12, 2026
Johns Hopkins University History No change 616,877 35,902 2.4% 2.4% 86 0 0.0% Q2 2026 Aug 14, 2026
Arista Wealth Management, LLC History No change 614,178 35,745 3.86% 3.86% 87 0 0.0% Q2 2026 Jul 08, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 612,364 35,639 0.26% 0.26% 88 0 0.0% Q2 2026 Jul 23, 2026
Haverford Trust Co History No change 604,658 35,191 0.3% 0.3% 89 0 0.0% Q2 2026 Aug 12, 2026
Facet Wealth, Inc. History No change 601,790 35,024 0.5% 0.5% 90 0 0.0% Q2 2026 Jul 27, 2026
Westerkirk Capital Inc. History No change 597,540 34,776 3.34% 3.34% 91 0 0.0% Q2 2026 Aug 10, 2026
Talon Private Wealth, LLC History No change 595,433 34,654 4.05% 4.05% 92 0 0.0% Q2 2026 Sep 11, 2026
Bleakley Financial Group, LLC History No change 592,890 34,506 0.44% 0.44% 93 0 0.0% Q2 2026 Aug 05, 2026
Opus Capital Group, LLC History No change 589,059 34,283 3.32% 3.32% 94 0 0.0% Q2 2026 Jul 31, 2026
BANK OF MONTREAL /CAN/ History No change 583,471 33,958 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 578,966 33,695 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Services, Inc. History No change 574,711 33,448 1.46% 1.46% 97 0 0.0% Q2 2026 Aug 24, 2026
Alta Advisers Ltd History No change 569,513 33,145 7.51% 7.51% 98 0 0.0% Q2 2026 Aug 12, 2026
Concord Wealth Partners History No change 568,549 33,089 3.79% 3.79% 99 0 0.0% Q2 2026 Jul 27, 2026
STEPHENS INC /AR/ History No change 559,865 32,584 0.37% 0.37% 100 0 0.0% Q2 2026 Jul 29, 2026
Concord Asset Management, LLC/VA History No change 558,762 32,519 5.04% 5.04% 101 0 0.0% Q2 2026 Jul 27, 2026
SHAH CAPITAL MANAGEMENT History Added to 561,531 32,321 5.34% 4.23% 102 +179,207 46.87% Q3 2026 Oct 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 554,807 32,289 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 543,365 31,623 0.32% 0.32% 104 0 0.0% Q2 2026 Jul 15, 2026
PARK AVENUE SECURITIES LLC History No change 541,474 31,514 0.2% 0.2% 105 0 0.0% Q2 2026 Jul 20, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 541,412 31,510 6.74% 6.74% 106 0 0.0% Q2 2026 Jul 16, 2026
Level Financial Advisors History No change 532,912 31,015 6.93% 6.93% 107 0 0.0% Q2 2026 Jul 15, 2026
Morling Financial Advisors, LLC History No change 532,671 31,001 8.61% 8.61% 108 0 0.0% Q2 2026 Aug 06, 2026
Cordant, Inc. History No change 532,239 30,976 11.16% 11.16% 109 0 0.0% Q2 2026 Jul 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 526,230 30,652 0.86% 0.86% 110 0 0.0% Q2 2026 Aug 07, 2026
Five Oceans Advisors History No change 522,397 30,403 9.77% 9.77% 111 0 0.0% Q2 2026 Jul 15, 2026
Wolff Financial Management LLC History No change 513,142 29,864 5.96% 5.96% 112 0 0.0% Q2 2026 Jul 16, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 512,714 29,839 0.42% 0.42% 113 0 0.0% Q2 2026 Aug 14, 2026
Kensington Asset Management, LLC History No change 511,014 29,741 1.62% 1.62% 114 0 0.0% Q2 2026 Aug 12, 2026
Carnegie Investment Counsel History No change 508,786 29,611 0.59% 0.59% 115 0 0.0% Q2 2026 Jul 30, 2026
Winch Advisory Services, LLC History No change 505,330 29,410 6.11% 6.11% 116 0 0.0% Q2 2026 Aug 06, 2026
MASTER'S WEALTH MANAGEMENT INC. History No change 505,229 29,404 8.85% 8.85% 117 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Added to 510,487 29,383 0.21% 0.15% 118 +170,244 50.04% Q3 2026 Oct 08, 2026
MassMutual Private Wealth & Trust, FSB History Added to 508,628 29,276 0.77% 0.74% 119 +14,885 3.01% Q3 2026 Oct 05, 2026
MainStreet Investment Advisors LLC History No change 501,923 29,211 3.98% 3.98% 120 0 0.0% Q2 2026 Aug 12, 2026
AMI INVESTMENT MANAGEMENT INC History No change 488,850 28,451 6.05% 6.05% 121 0 0.0% Q2 2026 Jul 15, 2026
Apella Capital, LLC History Added to 472,752 27,206 0.35% 0.31% 122 +98,785 26.42% Q3 2026 Oct 08, 2026
MASECO LLP History No change 455,561 26,511 0.75% 0.75% 123 0 0.0% Q2 2026 Aug 05, 2026
Grove Bank & Trust History Reduced 453,648 26,111 2.6% 3.39% 124 -133,241 -22.7% Q3 2026 Oct 08, 2026
Invesco Ltd. History No change 444,000 25,840 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 443,813 25,750 2.12% 2.12% 126 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 441,537 25,697 0.29% 0.29% 127 0 0.0% Q2 2026 Aug 10, 2026
Ullmann Wealth Partners Group, LLC History No change 440,702 25,648 2.33% 2.33% 128 0 0.0% Q2 2026 Aug 10, 2026
Strategic Point Investment Advisors, LLC History No change 430,687 25,065 3.27% 3.27% 129 0 0.0% Q2 2026 Jul 08, 2026
MML INVESTORS SERVICES, LLC History No change 415,817 24,200 0.05% 0.05% 130 0 0.0% Q2 2026 Aug 07, 2026
LOWE BROCKENBROUGH & CO INC History No change 410,725 23,904 1.06% 1.06% 131 0 0.0% Q2 2026 Aug 03, 2026
Vertex Investment Solutions Co., Ltd. History No change 410,200 23,883 16.11% 16.11% 132 0 0.0% Q2 2026 Jul 15, 2026
MONTAG A & ASSOCIATES INC History No change 406,669 23,668 1.0% 1.0% 133 0 0.0% Q2 2026 Aug 05, 2026
ANDERSON HOAGLAND & CO History No change 405,803 23,617 1.85% 1.85% 134 0 0.0% Q2 2026 Jul 06, 2026
Capital Investment Services of America, Inc. History No change 403,907 23,507 2.3% 2.3% 135 0 0.0% Q2 2026 Jul 22, 2026
Federation des caisses Desjardins du Quebec History No change 396,995 23,105 0.07% 0.07% 136 0 0.0% Q2 2026 Aug 13, 2026
Bear Mountain Capital, Inc. History No change 396,374 23,017 6.67% 6.67% 137 0 0.0% Q2 2026 Jul 20, 2026
CPA Asset Management Group, LLC History No change 395,381 23,011 6.63% 6.63% 138 0 0.0% Q2 2026 Jul 09, 2026
Global Wealth Management Investment Advisory, Inc. History No change 389,732 22,682 3.23% 3.23% 139 0 0.0% Q2 2026 Jul 29, 2026
Peak Asset Management, LLC History No change 381,952 22,229 3.27% 3.27% 140 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 364,162 21,194 0.13% 0.13% 141 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 363,591 21,161 0.03% 0.03% 142 0 0.0% Q2 2026 Aug 19, 2026
WBH ADVISORY INC History No change 359,071 20,897 1.4% 1.4% 143 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 358,102 20,841 0.03% 0.03% 144 0 0.0% Q2 2026 Jul 29, 2026
Charles Schwab Trust Co History No change 357,258 20,792 1.16% 1.16% 145 0 0.0% Q2 2026 Jul 10, 2026
West Virginia University Foundation, Inc History No change 355,975 20,717 1.69% 1.69% 146 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 343,225 19,975 0.03% 0.03% 147 0 0.0% Q2 2026 Aug 13, 2026
Human Investing LLC History No change 337,874 19,664 2.55% 2.55% 148 0 0.0% Q2 2026 Jul 21, 2026
Retirement Systems of Alabama History No change 336,255 19,570 0.06% 0.06% 149 0 0.0% Q2 2026 Jul 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 334,068 19,459 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 331,278 19,280 0.27% 0.27% 151 0 0.0% Q2 2026 Aug 10, 2026
Compass Planning Associates Inc History No change 329,326 19,166 10.36% 10.36% 152 0 0.0% Q2 2026 Jul 27, 2026
BluePrint Investing LLC History No change 326,667 19,012 14.21% 14.21% 153 0 0.0% Q2 2026 Jul 17, 2026
ELEMENT POINTE ADVISORS, LLC History No change 326,174 18,983 3.06% 3.06% 154 0 0.0% Q2 2026 Aug 07, 2026
Wright Wealth LLC History No change 320,794 18,670 11.21% 11.21% 155 0 0.0% Q2 2026 Jul 29, 2026
Ironwood Wealth Management, LLC. History No change 316,720 18,433 4.09% 4.09% 156 0 0.0% Q2 2026 Jul 30, 2026
HARBOUR INVESTMENTS, INC. History No change 315,750 18,376 0.25% 0.25% 157 0 0.0% Q2 2026 Aug 12, 2026
SCRATCH CAPITAL LLC History No change 315,133 18,340 9.1% 9.1% 158 0 0.0% Q2 2026 Jul 30, 2026
E&R Wealth Management, LLC History No change 314,957 18,330 15.55% 15.55% 159 0 0.0% Q2 2026 Jul 27, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 313,618 18,252 1.06% 1.06% 160 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Advisor Solutions, LLC History No change 309,102 17,989 0.15% 0.15% 161 0 0.0% Q2 2026 Aug 06, 2026
Beacon Capital Management, Inc. History No change 300,406 17,483 1.06% 1.06% 162 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 298,082 17,348 0.18% 0.18% 163 0 0.0% Q2 2026 Aug 14, 2026
ROGCO, LP History No change 294,478 17,138 5.25% 5.25% 164 0 0.0% Q2 2026 Jul 30, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 292,229 17,007 2.87% 2.87% 165 0 0.0% Q2 2026 Jul 31, 2026
Kure Advisory, LLC History Added to 292,570 16,840 7.78% 7.68% 166 +14,039 5.04% Q3 2026 Oct 08, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 285,270 16,602 3.14% 3.14% 167 0 0.0% Q2 2026 Jul 13, 2026
Allen Investment Management, LLC History No change 281,813 16,401 0.19% 0.19% 168 0 0.0% Q2 2026 Aug 05, 2026
Discipline Wealth Solutions, LLC History No change 279,966 16,294 1.42% 1.42% 169 0 0.0% Q2 2026 Jul 21, 2026
Whitcomb & Hess, Inc. History Added to 281,232 16,187 3.47% 3.45% 170 +6,425 2.34% Q3 2026 Oct 07, 2026
Kings Path Partners LLC History No change 276,323 16,081 4.28% 4.28% 171 0 0.0% Q2 2026 Jul 14, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 275,435 16,030 7.95% 7.95% 172 0 0.0% Q2 2026 Jul 07, 2026
TrueWealth Financial Partners History No change 274,010 15,947 6.59% 6.59% 173 0 0.0% Q2 2026 Aug 13, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 273,386 15,911 1.31% 1.31% 174 0 0.0% Q2 2026 Aug 14, 2026
Cascade Wealth Advisors, Inc History No change 270,189 15,689 6.3% 6.3% 175 0 0.0% Q2 2026 Aug 10, 2026
MOKAN Wealth Management Inc. History No change 266,768 15,525 5.93% 5.93% 176 0 0.0% Q2 2026 Jul 27, 2026
Sequoia Financial Advisors, LLC History No change 266,146 15,489 0.08% 0.08% 177 0 0.0% Q2 2026 Jul 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 261,047 15,192 0.24% 0.24% 178 0 0.0% Q2 2026 Jul 28, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 257,143 14,965 1.97% 1.97% 179 0 0.0% Q2 2026 Jul 13, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 251,714 14,649 3.75% 3.75% 180 0 0.0% Q2 2026 Jul 15, 2026
Spectrum Financial Alliance Ltd LLC History No change 251,313 14,626 2.15% 2.15% 181 0 0.0% Q2 2026 Jul 22, 2026
Montecito Bank & Trust History Added to 253,374 14,584 2.21% 2.15% 182 +6,631 2.69% Q3 2026 Oct 01, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 250,558 14,542 0.02% 0.02% 183 0 0.0% Q2 2026 Jul 15, 2026
Integrated Wealth Concepts LLC History No change 249,105 14,497 0.09% 0.09% 184 0 0.0% Q2 2026 Sep 08, 2026
Unison Advisors LLC History No change 247,405 14,398 1.0% 1.0% 185 0 0.0% Q2 2026 Jul 22, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 246,652 14,355 2.01% 2.01% 186 0 0.0% Q2 2026 Aug 06, 2026
Acropolis Investment Management, LLC History Reduced 248,575 14,307 0.58% 0.86% 187 -124,690 -33.41% Q3 2026 Oct 08, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 240,859 14,018 0.16% 0.16% 188 0 0.0% Q2 2026 Aug 14, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 239,350 13,930 9.76% 9.76% 189 0 0.0% Q2 2026 Jul 27, 2026
Drum Hill Capital, LLC History No change 236,632 13,771 14.05% 14.05% 190 0 0.0% Q2 2026 Jul 30, 2026
Heritage Wealth Management, Inc. /CA/ History No change 234,382 13,641 5.18% 5.18% 191 0 0.0% Q2 2026 Jul 22, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 233,447 13,586 0.65% 0.65% 192 0 0.0% Q2 2026 Jul 28, 2026
DDD Partners, LLC History No change 228,401 13,292 0.83% 0.83% 193 0 0.0% Q2 2026 Aug 05, 2026
GEN Financial Management, INC. History No change 227,547 13,243 7.92% 7.92% 194 0 0.0% Q2 2026 Jul 24, 2026
Arlington Partners LLC History No change 225,571 13,128 23.71% 23.71% 195 0 0.0% Q2 2026 Jul 07, 2026
ARK & TLK INVESTMENTS, LLC History No change 222,602 12,955 3.19% 3.19% 196 0 0.0% Q2 2026 Jul 20, 2026
Investure, LLC History No change 222,200 12,932 0.81% 0.81% 197 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History No change 221,820 12,909 0.02% 0.02% 198 0 0.0% Q2 2026 Jul 22, 2026
AE Wealth Management LLC History No change 221,044 12,864 0.06% 0.06% 199 0 0.0% Q2 2026 Aug 03, 2026
PRUDENTIAL PLC History No change 220,309 12,821 0.07% 0.07% 200 0 0.0% Q2 2026 Aug 13, 2026
Cypress Capital, LLC History No change 216,254 12,585 3.4% 3.4% 201 0 0.0% Q2 2026 Jul 17, 2026
Roundview Capital LLC History No change 215,664 12,551 0.69% 0.69% 202 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 213,937 12,451 0.08% 0.08% 203 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 212,141 12,346 0.07% 0.07% 204 0 0.0% Q2 2026 Aug 14, 2026
Compass Wealth Management, LLC/GA History No change 212,077 12,342 4.92% 4.92% 205 0 0.0% Q2 2026 Jul 21, 2026
QUADRANT CAPITAL GROUP LLC History No change 209,362 12,184 0.33% 0.33% 206 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 209,016 12,164 0.18% 0.18% 207 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisory Services, LLC History No change 205,037 11,933 0.74% 0.74% 208 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 204,309 11,890 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 203,163 11,824 0.03% 0.03% 210 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 198,148 11,532 0.39% 0.39% 211 0 0.0% Q2 2026 Jul 24, 2026
Disciplined Investments, LLC History No change 194,611 11,326 3.66% 3.66% 212 0 0.0% Q2 2026 Aug 07, 2026
Causey Wealth LLC History No change 192,109 11,180 4.37% 4.37% 213 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 191,398 11,139 0.24% 0.24% 214 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 185,796 10,813 0.4% 0.4% 215 0 0.0% Q2 2026 Aug 07, 2026
Elite Financial, Inc. History No change 185,512 10,796 4.36% 4.36% 216 0 0.0% Q2 2026 Aug 13, 2026
MIDDLETON & CO INC/MA History No change 184,829 10,757 1.14% 1.14% 217 0 0.0% Q2 2026 Aug 10, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 184,579 10,742 4.12% 4.12% 218 0 0.0% Q2 2026 Jul 20, 2026
EPG Wealth Management LLC History No change 175,881 10,236 2.45% 2.45% 219 0 0.0% Q2 2026 Jul 28, 2026
Values First Advisors, Inc. History No change 173,787 10,114 4.62% 4.62% 220 0 0.0% Q2 2026 Aug 04, 2026
Institute for Wealth Management, LLC. History No change 171,380 9,974 0.88% 0.88% 221 0 0.0% Q2 2026 Jul 28, 2026
SHUFRO ROSE & CO LLC History No change 171,037 9,954 0.57% 0.57% 222 0 0.0% Q2 2026 Aug 12, 2026
Compton Wealth Advisory Group, LLC History No change 171,165 9,931 2.0% 2.0% 223 0 0.0% Q2 2026 Jul 21, 2026
Beverly Hills Private Wealth, LLC History No change 169,625 9,872 1.88% 1.88% 224 0 0.0% Q2 2026 Aug 06, 2026
NICOLET BANKSHARES INC History No change 169,574 9,855 0.31% 0.31% 225 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 168,385 9,799 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 168,386 9,798 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 10, 2026
HM PAYSON & CO History No change 166,762 9,705 0.13% 0.13% 228 0 0.0% Q2 2026 Jul 17, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 166,581 9,695 0.95% 0.95% 229 0 0.0% Q2 2026 Jul 28, 2026
Kathmere Capital Management, LLC History No change 166,490 9,689 0.51% 0.51% 230 0 0.0% Q2 2026 Jul 29, 2026
Sollinda Capital Management LLC History No change 166,057 9,664 2.06% 2.06% 231 0 0.0% Q2 2026 Aug 05, 2026
Annandale Capital, LLC History No change 164,553 9,577 1.31% 1.31% 232 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 163,545 9,518 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 14, 2026
Sage Mountain Advisors LLC History No change 163,403 9,510 0.58% 0.58% 234 0 0.0% Q2 2026 Aug 05, 2026
Unconventional Investor, LLC History No change 163,321 9,504 3.93% 3.93% 235 0 0.0% Q2 2026 Aug 18, 2026
FIRST AMERICAN TRUST, FSB History No change 159,179 9,264 0.56% 0.56% 236 0 0.0% Q2 2026 Aug 10, 2026
Vident Advisory, LLC History No change 155,758 9,065 0.07% 0.07% 237 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 155,582 9,062 0.29% 0.29% 238 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 154,237 8,976 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Wealth Strategies, LLC History No change 154,092 8,968 4.78% 4.78% 240 0 0.0% Q2 2026 Jul 23, 2026
Guardian Wealth Management, LLC History No change 151,265 8,803 2.47% 2.47% 241 0 0.0% Q2 2026 Jul 24, 2026
Altiora Financial Group, LLC History No change 150,390 8,752 1.38% 1.38% 242 0 0.0% Q2 2026 Aug 07, 2026
Integrated Advisors Network LLC History No change 149,927 8,725 0.4% 0.4% 243 0 0.0% Q2 2026 Aug 11, 2026
Biltmore Wealth Management, LLC History Added to 149,767 8,620 2.67% 2.53% 244 +10,616 7.63% Q3 2026 Oct 09, 2026
NewEdge Advisors, LLC History No change 147,492 8,584 0.03% 0.03% 245 0 0.0% Q2 2026 Aug 12, 2026
Aventus Investment Advisors, Inc. History Added to 147,522 8,491 6.2% 6.13% 246 +3,739 2.6% Q3 2026 Oct 09, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 143,656 8,360 1.05% 1.05% 247 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 143,020 8,323 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 12, 2026
CAPE ANN SAVINGS BANK History No change 141,922 8,259 3.89% 3.89% 249 0 0.0% Q2 2026 Aug 04, 2026
Cravens & Co Advisors, LLC History No change 141,789 8,252 5.54% 5.54% 250 0 0.0% Q2 2026 Aug 12, 2026
Certified Advisory Corp History No change 141,324 8,225 0.66% 0.66% 251 0 0.0% Q2 2026 Jul 16, 2026
Beacon Financial Strategies CORP History No change 140,927 8,201 4.08% 4.08% 252 0 0.0% Q2 2026 Jul 08, 2026
Roble, Belko & Company, Inc History No change 140,538 8,179 0.88% 0.88% 253 0 0.0% Q2 2026 Jul 24, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 138,367 8,052 0.44% 0.44% 254 0 0.0% Q2 2026 Jul 27, 2026
Signal Advisors Wealth, LLC History No change 135,569 7,890 0.4% 0.4% 255 0 0.0% Q2 2026 Aug 04, 2026
Mechanics Financial Corp History No change 135,216 7,869 2.81% 2.81% 256 0 0.0% Q2 2026 Aug 05, 2026
Marotta Asset Management History Added to 133,587 7,689 1.31% 1.2% 257 +9,783 7.9% Q3 2026 Oct 02, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 132,111 7,688 0.09% 0.09% 258 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 132,028 7,684 0.02% 0.02% 259 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 131,669 7,663 0.1% 0.1% 260 0 0.0% Q2 2026 Aug 11, 2026
Hirtle & Co., LLC History No change 131,061 7,627 0.25% 0.25% 261 0 0.0% Q2 2026 Aug 14, 2026
Calder Financial LLC History No change 130,738 7,608 7.17% 7.17% 262 0 0.0% Q2 2026 Jul 07, 2026
Global Trust Asset Management, LLC History No change 130,640 7,603 2.38% 2.38% 263 0 0.0% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History No change 130,690 7,581 0.02% 0.02% 264 0 0.0% Q2 2026 Jul 27, 2026
OneDigital Investment Advisors LLC History No change 128,330 7,468 0.06% 0.06% 265 0 0.0% Q2 2026 Aug 06, 2026
Net Worth Advisory Group History No change 128,263 7,464 1.88% 1.88% 266 0 0.0% Q2 2026 Jul 13, 2026
Octavia Wealth Advisors, LLC History No change 127,093 7,396 0.64% 0.64% 267 0 0.0% Q2 2026 Jul 14, 2026
OAK FAMILY ADVISORS, LLC History No change 126,975 7,389 1.89% 1.89% 268 0 0.0% Q2 2026 Jul 20, 2026
Conservest Capital Advisors, Inc. History No change 125,655 7,313 0.58% 0.58% 269 0 0.0% Q2 2026 Jul 22, 2026
Kestra Advisory Services, LLC History No change 124,285 7,233 0.02% 0.02% 270 0 0.0% Q2 2026 Jul 28, 2026
METROPOLITAN LIFE INSURANCE CO/NY History No change 123,600 7,193 2.01% 2.01% 271 0 0.0% Q2 2026 Aug 13, 2026
NewSquare Capital LLC History No change 121,308 7,060 0.52% 0.52% 272 0 0.0% Q2 2026 Jul 28, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 121,113 7,048 4.6% 4.6% 273 0 0.0% Q2 2026 Aug 07, 2026
David Kennon Inc History No change 120,630 7,020 2.32% 2.32% 274 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 119,366 6,947 0.14% 0.14% 275 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 118,860 6,918 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 14, 2026
Bull Street Advisors, LLC History No change 118,857 6,917 3.16% 3.16% 277 0 0.0% Q2 2026 Jul 28, 2026
EVERETT HARRIS & CO /CA/ History No change 116,330 6,770 0.08% 0.08% 278 0 0.0% Q2 2026 Aug 03, 2026
Private Advisory Group LLC History No change 115,670 6,731 0.36% 0.36% 279 0 0.0% Q2 2026 Aug 06, 2026
Echo45 Advisors LLC History Added to 116,104 6,682 3.05% 3.26% 280 +7,521 6.93% Q3 2026 Oct 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 114,806 6,681 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 114,282 6,651 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 14, 2026
Financial Plan, Inc. History No change 113,466 6,603 0.63% 0.63% 283 0 0.0% Q2 2026 Aug 14, 2026
Garde Capital, Inc. History No change 112,570 6,551 0.29% 0.29% 284 0 0.0% Q2 2026 Jul 31, 2026
Stratos Wealth Partners, LTD. History No change 112,264 6,533 0.07% 0.07% 285 0 0.0% Q2 2026 Aug 11, 2026
FLOW TRADERS U.S. LLC History No change 110,606 6,437 0.26% 0.26% 286 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 109,981 6,437 0.11% 0.11% 287 0 0.0% Q2 2026 Aug 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 109,670 6,382 0.05% 0.05% 288 0 0.0% Q2 2026 Aug 13, 2026
Rockingstone Advisors LLC History No change 109,550 6,375 2.56% 2.56% 289 0 0.0% Q2 2026 Jul 13, 2026
Orion Porfolio Solutions, LLC History No change 108,376 6,307 0.05% 0.05% 290 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 107,882 6,278 0.06% 0.06% 291 0 0.0% Q2 2026 Aug 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 105,636 6,148 0.08% 0.08% 292 0 0.0% Q2 2026 Jul 24, 2026
Simplicity Wealth,LLC History No change 105,195 6,122 0.21% 0.21% 293 0 0.0% Q2 2026 Aug 06, 2026
truNorth Financial Services, Inc. History No change 103,562 6,027 5.4% 5.4% 294 0 0.0% Q2 2026 Jul 30, 2026
CENTRAL TRUST Co History No change 103,549 6,026 0.11% 0.11% 295 0 0.0% Q2 2026 Jul 31, 2026
XY Planning Network, Inc. History No change 100,823 5,867 0.74% 0.74% 296 0 0.0% Q2 2026 Jul 14, 2026
Curran Financial Partners, LLC History No change 98,763 5,748 0.86% 0.86% 297 0 0.0% Q2 2026 Aug 12, 2026
One Degree Advisors Inc History No change 98,991 5,743 1.28% 1.28% 298 0 0.0% Q2 2026 Jul 31, 2026
Archford Capital Strategies, LLC History No change 98,525 5,734 0.58% 0.58% 299 0 0.0% Q2 2026 Jul 17, 2026
Safir Wealth Advisors, LLC History No change 98,526 5,734 3.73% 3.73% 300 0 0.0% Q2 2026 Jul 09, 2026
Sigma Planning Corp History No change 97,870 5,696 0.14% 0.14% 301 0 0.0% Q2 2026 Aug 07, 2026
Fortune Financial Advisors, LLC History No change 97,858 5,695 2.44% 2.44% 302 0 0.0% Q2 2026 Jul 22, 2026
Aptus Capital Advisors, LLC History No change 97,751 5,689 0.04% 0.04% 303 0 0.0% Q2 2026 Aug 12, 2026
Alhambra Investment Management LLC History No change 97,370 5,666 2.47% 2.47% 304 0 0.0% Q2 2026 Jul 16, 2026
Brucke Financial, Inc. History No change 96,466 5,614 2.49% 2.49% 305 0 0.0% Q2 2026 Jul 21, 2026
Private Advisor Group, LLC History No change 96,385 5,609 0.03% 0.03% 306 0 0.0% Q2 2026 Jul 27, 2026
OneAscent Investment Solutions LLC History No change 95,342 5,548 5.25% 5.25% 307 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 93,511 5,442 0.14% 0.14% 308 0 0.0% Q2 2026 Jul 07, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 93,359 5,433 1.34% 1.34% 309 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Financial Management LLC History No change 91,769 5,340 4.28% 4.28% 310 0 0.0% Q2 2026 Aug 28, 2026
GeoWealth Management, LLC History No change 91,701 5,336 0.17% 0.17% 311 0 0.0% Q2 2026 Jul 30, 2026
Financial Gravity Companies, Inc. History No change 91,471 5,323 0.86% 0.86% 312 0 0.0% Q2 2026 Aug 05, 2026
SCOTIA CAPITAL INC. History No change 90,972 5,294 0.02% 0.02% 313 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 90,796 5,284 0.13% 0.13% 314 0 0.0% Q2 2026 Aug 11, 2026
Elmwood Wealth Management, Inc. History No change 90,682 5,277 1.32% 1.32% 315 0 0.0% Q2 2026 Jul 07, 2026
O'Domhnaill Enterprises, Inc. History No change 90,492 5,266 4.21% 4.21% 316 0 0.0% Q2 2026 Jul 30, 2026
CFO4Life Group, LLC History No change 89,736 5,222 0.7% 0.7% 317 0 0.0% Q2 2026 Aug 12, 2026
Hexagon Capital Partners LLC History No change 89,538 5,211 0.73% 0.73% 318 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Advisor Solutions LLC History No change 89,502 5,209 0.15% 0.15% 319 0 0.0% Q2 2026 Jul 07, 2026
Prospera Financial Services Inc History No change 88,882 5,172 0.08% 0.08% 320 0 0.0% Q2 2026 Jul 15, 2026
Strategic Investment Solutions, Inc. /IL History No change 88,540 5,152 1.18% 1.18% 321 0 0.0% Q2 2026 Jul 08, 2026
Climber Capital SA History No change 87,995 5,111 3.13% 3.13% 322 0 0.0% Q2 2026 Jul 22, 2026
Essential Partners LLC History No change 85,791 4,993 2.3% 2.3% 323 0 0.0% Q2 2026 Aug 10, 2026
ARVEST INVESTMENTS, INC. History No change 85,691 4,987 0.6% 0.6% 324 0 0.0% Q2 2026 Jul 17, 2026
Hassell Wealth Management, LLC History No change 85,552 4,962 1.52% 1.52% 325 0 0.0% Q2 2026 Jul 13, 2026
CARDIFF PARK ADVISORS, LLC History No change 85,254 4,961 0.38% 0.38% 326 0 0.0% Q2 2026 Aug 14, 2026
CWC Advisors, LLC. History No change 85,066 4,950 2.2% 2.2% 327 0 0.0% Q2 2026 Jul 21, 2026
HANCOCK WHITNEY CORP History No change 84,834 4,937 0.08% 0.08% 328 0 0.0% Q2 2026 Aug 14, 2026
BOSTON FAMILY OFFICE LLC History No change 84,609 4,924 0.3% 0.3% 329 0 0.0% Q2 2026 Aug 12, 2026
Marion Wealth Management History No change 84,523 4,919 1.0% 1.0% 330 0 0.0% Q2 2026 Jul 16, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 84,513 4,918 5.16% 5.16% 331 0 0.0% Q2 2026 Jul 13, 2026
WHITTIER TRUST CO History No change 84,428 4,906 0.05% 0.05% 332 0 0.0% Q2 2026 Jul 27, 2026
BIP Wealth, LLC History No change 84,021 4,890 0.14% 0.14% 333 0 0.0% Q2 2026 Aug 03, 2026
CULBERTSON A N & CO INC History No change 83,496 4,859 0.57% 0.57% 334 0 0.0% Q2 2026 Jul 29, 2026
Perigon Wealth Management, LLC History No change 82,660 4,810 0.08% 0.08% 335 0 0.0% Q2 2026 Aug 07, 2026
Koshinski Asset Management, Inc. History No change 81,982 4,771 0.25% 0.25% 336 0 0.0% Q2 2026 Jul 27, 2026
Robertson Stephens Wealth Management, LLC History No change 81,967 4,770 0.12% 0.12% 337 0 0.0% Q2 2026 Jul 29, 2026
Cordatus Wealth Management LLC History No change 81,109 4,720 1.04% 1.04% 338 0 0.0% Q2 2026 Jul 29, 2026
White Lighthouse Investment Management Inc. History No change 81,101 4,720 0.59% 0.59% 339 0 0.0% Q2 2026 Aug 04, 2026
MCF Advisors LLC History No change 80,321 4,674 0.17% 0.17% 340 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 80,047 4,658 0.04% 0.04% 341 0 0.0% Q2 2026 Jul 27, 2026
CBM Financial, LLC History No change 80,049 4,653 2.77% 2.77% 342 0 0.0% Q2 2026 Aug 10, 2026
THOMAS STORY & SON LLC History No change 78,903 4,592 1.62% 1.62% 343 0 0.0% Q2 2026 Jul 22, 2026
Tennessee Valley Asset Management Partners History No change 78,805 4,586 0.51% 0.51% 344 0 0.0% Q2 2026 Aug 10, 2026
CWS Financial Advisors, LLC History No change 78,342 4,559 1.01% 1.01% 345 0 0.0% Q2 2026 Jul 30, 2026
ADVISORY RESEARCH INC History No change 78,263 4,554 0.45% 0.45% 346 0 0.0% Q2 2026 Aug 13, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 78,076 4,544 0.6% 0.6% 347 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History No change 77,161 4,490 0.1% 0.1% 348 0 0.0% Q2 2026 Aug 05, 2026
Aegis Wealth Management LLC History No change 76,909 4,476 2.11% 2.11% 349 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 76,770 4,468 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 13, 2026
Truepoint, Inc. History No change 75,581 4,398 0.09% 0.09% 351 0 0.0% Q2 2026 Jul 31, 2026
Marietta Wealth Management, LLC History No change 75,504 4,394 0.45% 0.45% 352 0 0.0% Q2 2026 Aug 03, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 72,932 4,244 0.05% 0.05% 353 0 0.0% Q2 2026 Aug 11, 2026
Kassira Wealth Management LLC History No change 72,930 4,244 3.4% 3.4% 354 0 0.0% Q2 2026 Aug 07, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 72,897 4,242 0.52% 0.52% 355 0 0.0% Q2 2026 Aug 13, 2026
Belpointe Asset Management LLC History No change 72,711 4,231 0.14% 0.14% 356 0 0.0% Q2 2026 Jul 31, 2026
Tillman Hartley LLC History No change 71,938 4,186 0.94% 0.94% 357 0 0.0% Q2 2026 Aug 06, 2026
SMART Wealth LLC History No change 71,824 4,180 0.9% 0.9% 358 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Counsel, LLC History No change 71,252 4,146 0.51% 0.51% 359 0 0.0% Q2 2026 Jul 15, 2026
Manchester Capital Management LLC History No change 70,520 4,104 0.53% 0.53% 360 0 0.0% Q2 2026 Aug 13, 2026
Impact Investors, Inc History No change 69,603 4,050 2.96% 2.96% 361 0 0.0% Q2 2026 Jul 31, 2026
Summit Financial, LLC History No change 69,471 4,043 0.04% 0.04% 362 0 0.0% Q2 2026 Aug 12, 2026
Argent Trust Co History No change 68,046 3,960 0.11% 0.11% 363 0 0.0% Q2 2026 Aug 06, 2026
BURNEY CO/ History No change 68,016 3,958 0.11% 0.11% 364 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Financial Group, LLC /NE/ History No change 67,660 3,937 2.43% 2.43% 365 0 0.0% Q2 2026 Aug 11, 2026
Councilor Wealth, LLC History Added to 68,096 3,919 1.62% 0.92% 366 +28,890 73.69% Q3 2026 Oct 09, 2026
Savvy Advisors, Inc. History No change 66,876 3,892 0.08% 0.08% 367 0 0.0% Q2 2026 Aug 03, 2026
Hara Capital LLC History No change 65,512 3,812 2.01% 2.01% 368 0 0.0% Q2 2026 Aug 11, 2026
Welch Group, LLC History No change 65,275 3,798 0.13% 0.13% 369 0 0.0% Q2 2026 Jul 23, 2026
AmeriServ Wealth Advisors History No change 65,185 3,793 2.52% 2.52% 370 0 0.0% Q2 2026 Aug 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 64,750 3,768 0.0% 0.0% 371 0 0.0% Q2 2026 Sep 09, 2026
Titan Investment Management LLC History No change 64,514 3,754 2.78% 2.78% 372 0 0.0% Q2 2026 Aug 03, 2026
HUNTINGTON NATIONAL BANK History No change 63,674 3,705 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 62,766 3,652 0.02% 0.02% 374 0 0.0% Q2 2026 Aug 11, 2026
Schulz Wealth, LTD. History No change 61,505 3,579 1.85% 1.85% 375 0 0.0% Q2 2026 Aug 26, 2026
Merit Financial Group, LLC History No change 61,405 3,573 0.02% 0.02% 376 0 0.0% Q2 2026 Jul 20, 2026
SEVEN MILE ADVISORY History No change 61,101 3,556 2.39% 2.39% 377 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 61,053 3,553 0.05% 0.05% 378 0 0.0% Q2 2026 Aug 14, 2026
Wise Wealth Partners History No change 60,986 3,549 6.03% 6.03% 379 0 0.0% Q2 2026 Jul 28, 2026
&PARTNERS History No change 60,789 3,533 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 59,074 3,438 0.17% 0.17% 381 0 0.0% Q2 2026 Jul 23, 2026
Colony Family Offices, LLC History No change 58,174 3,385 0.74% 0.74% 382 0 0.0% Q2 2026 Jul 20, 2026
Journey Advisory Group, LLC History No change 57,970 3,373 0.26% 0.26% 383 0 0.0% Q2 2026 Aug 04, 2026
SAGE RHINO CAPITAL LLC History No change 57,674 3,356 0.54% 0.54% 384 0 0.0% Q2 2026 Aug 03, 2026
4WEALTH ADVISORS, INC. History No change 56,994 3,319 2.55% 2.55% 385 0 0.0% Q2 2026 Jul 17, 2026
Miller Financial Services LLC History No change 56,634 3,296 2.65% 2.65% 386 0 0.0% Q2 2026 Jul 29, 2026
BDFS Capital LLC History No change 56,476 3,286 1.43% 1.43% 387 0 0.0% Q2 2026 Jul 15, 2026
Valley Financial Group, Inc. History No change 56,358 3,280 1.62% 1.62% 388 0 0.0% Q2 2026 Aug 14, 2026
Index Fund Advisors, Inc. History No change 55,843 3,250 0.13% 0.13% 389 0 0.0% Q2 2026 Aug 12, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 55,828 3,249 1.74% 1.74% 390 0 0.0% Q2 2026 Aug 13, 2026
Oak Grove Capital LLC History Reduced 56,200 3,234 0.15% 0.16% 391 -2,000 -3.44% Q3 2026 Oct 09, 2026
MRWM Advisors, LLC History No change 55,296 3,218 1.32% 1.32% 392 0 0.0% Q2 2026 Jul 28, 2026
Lionshead Wealth Management, LLC History No change 54,233 3,156 2.05% 2.05% 393 0 0.0% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History No change 53,549 3,116 0.03% 0.03% 394 0 0.0% Q2 2026 Aug 03, 2026
Wealthspire Advisors, LLC History No change 52,887 3,078 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 11, 2026
Asset One Wealth Management LLC History No change 52,892 3,074 0.32% 0.32% 396 0 0.0% Q2 2026 Aug 13, 2026
Breakwater Investment Management History No change 52,468 3,053 1.04% 1.04% 397 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY TRUST CO History No change 52,004 3,026 0.03% 0.03% 398 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 51,504 2,997 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 51,402 2,991 0.02% 0.02% 400 0 0.0% Q2 2026 Jul 29, 2026
Mills Wealth Advisors LLC History No change 51,302 2,985 0.94% 0.94% 401 0 0.0% Q2 2026 Jul 07, 2026
Pacific Park Financial, Inc. History No change 50,939 2,964 1.72% 1.72% 402 0 0.0% Q2 2026 Jul 21, 2026
Successful Portfolios LLC History Reduced 50,771 2,917 1.35% 1.4% 403 -892 -1.73% Q3 2026 Oct 09, 2026
Waverly Advisors, LLC History No change 49,277 2,867 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 14, 2026
Rockwood Wealth Management, LLC History No change 49,027 2,853 0.18% 0.18% 405 0 0.0% Q2 2026 Jul 13, 2026
Heck Capital Advisors, LLC History No change 48,947 2,848 0.17% 0.17% 406 0 0.0% Q2 2026 Jul 10, 2026
Iron Gate Global Advisors LLC History No change 48,882 2,844 0.27% 0.27% 407 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 48,983 2,842 0.14% 0.14% 408 0 0.0% Q2 2026 Jul 28, 2026
Blume Capital Management, Inc. History No change 48,805 2,840 0.42% 0.42% 409 0 0.0% Q2 2026 Jul 27, 2026
Eschler Asset Management LLP History No change 48,682 2,832 5.04% 5.04% 410 0 0.0% Q2 2026 Aug 14, 2026
Accurate Wealth Management, LLC History No change 48,610 2,821 0.27% 0.27% 411 0 0.0% Q2 2026 Jul 14, 2026
IFC & Insurance Marketing, Inc. History No change 48,378 2,815 2.48% 2.48% 412 0 0.0% Q2 2026 Jul 09, 2026
BENJAMIN EDWARDS INC History No change 48,024 2,794 0.03% 0.03% 413 0 0.0% Q2 2026 Jul 24, 2026
North Capital, Inc. History No change 47,655 2,773 2.09% 2.09% 414 0 0.0% Q2 2026 Jul 14, 2026
SEEDS INVESTOR LLC History No change 47,339 2,755 0.28% 0.28% 415 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 46,916 2,738 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 10, 2026
Anchor Investment Management, LLC History No change 46,960 2,733 0.21% 0.21% 417 0 0.0% Q2 2026 Sep 15, 2026
LaSalle St. Investment Advisors, LLC History No change 46,700 2,717 0.33% 0.33% 418 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 46,591 2,711 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 13, 2026
American Investment Services, Inc. History No change 46,009 2,677 0.57% 0.57% 420 0 0.0% Q2 2026 Aug 12, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 45,558 2,646 2.07% 2.07% 421 0 0.0% Q2 2026 Aug 13, 2026
Circle Wealth Management, LLC History No change 45,479 2,646 0.03% 0.03% 422 0 0.0% Q2 2026 Aug 12, 2026
Windward Private Wealth Management Inc. History No change 45,392 2,641 0.84% 0.84% 423 0 0.0% Q2 2026 Aug 04, 2026
Sepio Capital, LP History No change 45,210 2,631 0.13% 0.13% 424 0 0.0% Q2 2026 Jul 28, 2026
Tortoise Investment Management, LLC History No change 44,895 2,612 0.19% 0.19% 425 0 0.0% Q2 2026 Aug 07, 2026
Wescott Financial Advisory Group, LLC History No change 44,438 2,586 0.2% 0.2% 426 0 0.0% Q2 2026 Aug 04, 2026
LifeGuide Financial Advisors, LLC History No change 44,329 2,579 0.73% 0.73% 427 0 0.0% Q2 2026 Jul 09, 2026
Transamerica Financial Advisors, LLC History No change 43,589 2,536 0.21% 0.21% 428 0 0.0% Q2 2026 Aug 14, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 43,562 2,535 2.27% 2.27% 429 0 0.0% Q2 2026 Jul 09, 2026
Hayek Kallen Investment Management History No change 43,316 2,521 0.76% 0.76% 430 0 0.0% Q2 2026 Aug 17, 2026
Pinnacle Bancorp, Inc. History No change 43,258 2,517 0.65% 0.65% 431 0 0.0% Q2 2026 Jul 28, 2026
Ausdal Financial Partners, Inc. History No change 43,217 2,515 0.1% 0.1% 432 0 0.0% Q2 2026 Aug 14, 2026
Transcendent Capital Group LLC History No change 42,853 2,494 0.97% 0.97% 433 0 0.0% Q2 2026 Aug 05, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 43,273 2,490 0.16% 0.68% 434 -131,264 -75.21% Q3 2026 Oct 08, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 43,219 2,487 0.21% 0.21% 435 0 0.0% Q3 2026 Oct 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 42,491 2,472 0.25% 0.25% 436 0 0.0% Q2 2026 Jul 27, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 42,437 2,469 0.39% 0.39% 437 0 0.0% Q2 2026 Jul 30, 2026
Glass Jacobson Investment Advisors llc History No change 42,387 2,466 0.77% 0.77% 438 0 0.0% Q2 2026 Jul 30, 2026
Hills Bank & Trust Co History No change 42,134 2,452 0.1% 0.1% 439 0 0.0% Q2 2026 Aug 10, 2026
Checchi Capital Advisers, LLC History No change 42,099 2,450 0.11% 0.11% 440 0 0.0% Q2 2026 Aug 04, 2026
Security Financial Services, INC. History No change 41,961 2,442 0.34% 0.34% 441 0 0.0% Q2 2026 Jul 15, 2026
Clarity Capital Advisors, LLC History No change 41,712 2,427 1.02% 1.02% 442 0 0.0% Q2 2026 Jul 13, 2026
Grove Street Fiduciary, LLC History No change 41,709 2,427 1.02% 1.02% 443 0 0.0% Q2 2026 Jul 23, 2026
MBA Advisors LLC History No change 41,460 2,412 0.81% 0.81% 444 0 0.0% Q2 2026 Jul 28, 2026
FIRST HORIZON CORP History No change 40,938 2,382 0.09% 0.09% 445 0 0.0% Q2 2026 Jul 20, 2026
Lauer Wealth, LLC History No change 40,943 2,377 1.43% 1.43% 446 0 0.0% Q2 2026 Jul 15, 2026
Legacy Wealth Asset Management, LLC History Added to 40,405 2,325 0.51% 0.38% 447 +10,554 35.36% Q3 2026 Oct 08, 2026
Investment Advisory Group, LLC History No change 39,636 2,306 0.5% 0.5% 448 0 0.0% Q2 2026 Aug 06, 2026
Buck Wealth Strategies, LLC History No change 39,615 2,305 0.24% 0.24% 449 0 0.0% Q2 2026 Jul 30, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 39,328 2,288 0.09% 0.09% 450 0 0.0% Q2 2026 Jul 22, 2026
Janney Montgomery Scott LLC History No change 39,126 2,277 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 05, 2026
PFG Advisors History No change 38,824 2,259 0.11% 0.11% 452 0 0.0% Q2 2026 Jul 16, 2026
Ridgewood Investments LLC History Reduced 38,892 2,238 0.82% 0.87% 453 -1,088 -2.72% Q3 2026 Oct 05, 2026
Chandler Asset Management, Inc. History No change 38,250 2,226 0.31% 0.31% 454 0 0.0% Q2 2026 Aug 07, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 38,035 2,213 0.15% 0.15% 455 0 0.0% Q2 2026 Aug 05, 2026
BIRCHBROOK, INC. History No change 37,968 2,209 1.04% 1.04% 456 0 0.0% Q2 2026 Jul 08, 2026
Independent Advisor Alliance History No change 37,791 2,199 0.05% 0.05% 457 0 0.0% Q2 2026 Aug 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 37,695 2,193 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 10, 2026
PYA Waltman Capital, LLC History No change 36,871 2,145 0.51% 0.51% 459 0 0.0% Q2 2026 Aug 14, 2026
Kuhn & Co Investment Counsel History No change 36,780 2,140 1.24% 1.24% 460 0 0.0% Q2 2026 Jul 31, 2026
Jump Financial, LLC History No change 36,764 2,139 0.02% 0.02% 461 0 0.0% Q2 2026 Aug 13, 2026
Midwestern Financial, LLC /IA History No change 36,541 2,126 1.49% 1.49% 462 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 36,720 2,113 0.19% 0.16% 463 +4,151 12.75% Q3 2026 Oct 07, 2026
First County Bank /CT/ History No change 36,154 2,104 0.99% 0.99% 464 0 0.0% Q2 2026 Jul 02, 2026
J.W. COLE ADVISORS, INC. History No change 36,006 2,095 0.04% 0.04% 465 0 0.0% Q2 2026 Jul 21, 2026
Orgel Wealth Management, LLC History No change 35,958 2,092 0.04% 0.04% 466 0 0.0% Q2 2026 Jul 13, 2026
MGO ONE SEVEN LLC History No change 35,760 2,081 0.03% 0.03% 467 0 0.0% Q2 2026 Jul 31, 2026
Rinkey Investments History No change 35,656 2,075 0.49% 0.49% 468 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 35,642 2,074 0.05% 0.05% 469 0 0.0% Q2 2026 Jul 17, 2026
Triad Investment Management History No change 35,516 2,067 2.28% 2.28% 470 0 0.0% Q2 2026 Jul 21, 2026
Modern Wealth Management, LLC History No change 35,512 2,066 0.02% 0.02% 471 0 0.0% Q2 2026 Aug 13, 2026
Steele Capital Management, Inc. History No change 35,336 2,056 0.08% 0.08% 472 0 0.0% Q2 2026 Jul 28, 2026
SHAYNE & JACOBS, LLC History No change 34,835 2,027 0.6% 0.6% 473 0 0.0% Q2 2026 Jul 07, 2026
Texas Capital Bank Wealth Management Services Inc History No change 34,633 2,015 0.11% 0.11% 474 0 0.0% Q2 2026 Aug 07, 2026
Ranch Capital Advisors Inc. History No change 34,544 2,010 0.64% 0.64% 475 0 0.0% Q2 2026 Aug 03, 2026
Atria Investments, Inc History No change 34,261 1,993 0.02% 0.02% 476 0 0.0% Q2 2026 Jul 28, 2026
LJI Wealth Management, LLC History No change 33,761 1,964 0.28% 0.28% 477 0 0.0% Q2 2026 Jul 31, 2026
Addison Capital Co History No change 33,432 1,945 0.32% 0.32% 478 0 0.0% Q2 2026 Aug 04, 2026
Fund Evaluation Group, LLC History No change 33,182 1,931 0.05% 0.05% 479 0 0.0% Q2 2026 Aug 07, 2026
Bryn Mawr Trust Advisors, LLC History No change 33,170 1,930 0.08% 0.08% 480 0 0.0% Q2 2026 Aug 03, 2026
Prime Capital Investment Advisors, LLC History No change 32,960 1,918 0.02% 0.02% 481 0 0.0% Q2 2026 Aug 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 32,378 1,884 0.07% 0.07% 482 0 0.0% Q2 2026 Aug 14, 2026
McDonough Capital Management, Inc History No change 32,340 1,882 0.94% 0.94% 483 0 0.0% Q2 2026 Aug 13, 2026
CHILTON INVESTMENT CO INC. History No change 32,152 1,871 0.04% 0.04% 484 0 0.0% Q2 2026 Aug 14, 2026
Nest Investments, LLC History No change 32,140 1,870 1.42% 1.42% 485 0 0.0% Q2 2026 Aug 14, 2026
eCIO, Inc. History No change 31,897 1,856 0.52% 0.52% 486 0 0.0% Q2 2026 Jul 27, 2026
Balboa Wealth Partners History No change 31,127 1,811 0.25% 0.25% 487 0 0.0% Q2 2026 Aug 10, 2026
HEADINVEST, LLC History No change 30,414 1,770 0.33% 0.33% 488 0 0.0% Q2 2026 Aug 14, 2026
Transmarket Holdings LP History No change 30,270 1,761 1.29% 1.29% 489 0 0.0% Q2 2026 Jul 21, 2026
First Bancorp, Inc /ME/ History No change 30,020 1,747 0.69% 0.69% 490 0 0.0% Q2 2026 Aug 11, 2026
Arena Capital Advisors, LLC- CA History No change 30,000 1,746 0.84% 0.84% 491 0 0.0% Q2 2026 Jul 23, 2026
Mittelman Wealth Management History No change 9,869 1,732 1.15% 1.15% 492 0 0.0% Q2 2026 Aug 06, 2026
Brindle & Bay Financial Advisors, LLC History No change 29,747 1,731 0.87% 0.87% 493 0 0.0% Q2 2026 Jul 20, 2026
AXS Investments LLC History No change 29,475 1,715 0.49% 0.49% 494 0 0.0% Q2 2026 Aug 10, 2026
Evansbrook LLC History No change 29,297 1,705 1.02% 1.02% 495 0 0.0% Q2 2026 Aug 04, 2026
PW Nova Financial Services LLC History No change 29,255 1,702 0.37% 0.37% 496 0 0.0% Q2 2026 Jul 29, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 28,971 1,686 0.38% 0.38% 497 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Capital Partners, LLC History No change 28,810 1,676 0.36% 0.36% 498 0 0.0% Q2 2026 Aug 14, 2026
REDW Wealth LLC History No change 28,775 1,674 0.6% 0.6% 499 0 0.0% Q2 2026 Jul 30, 2026
Canal Capital Management, LLC History No change 28,520 1,659 0.2% 0.2% 500 0 0.0% Q2 2026 Jul 28, 2026
TRUE Private Wealth Advisors History No change 28,285 1,646 0.14% 0.14% 501 0 0.0% Q2 2026 Jul 23, 2026
Vestmark Advisory Solutions, Inc. History No change 27,975 1,628 0.02% 0.02% 502 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 27,975 1,628 0.03% 0.03% 503 0 0.0% Q2 2026 Aug 12, 2026
RS CRUM INC. History No change 27,944 1,626 0.3% 0.3% 504 0 0.0% Q2 2026 Aug 10, 2026
Parkway Wealth Management Group, LLC History No change 27,817 1,618 0.19% 0.19% 505 0 0.0% Q2 2026 Jul 27, 2026
Wedmont Private Capital History Reduced 28,027 1,613 0.04% 0.09% 506 -27,421 -49.45% Q3 2026 Oct 09, 2026
MARQUETTE ASSOCIATES, INC. History No change 27,706 1,612 1.17% 1.17% 507 0 0.0% Q2 2026 Aug 14, 2026
Five Pine Wealth Management History No change 27,541 1,602 0.91% 0.91% 508 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History No change 27,307 1,589 0.05% 0.05% 509 0 0.0% Q2 2026 Aug 11, 2026
Intelligence Driven Advisers, LLC History Reduced 27,535 1,584 0.27% 0.39% 510 -14,087 -33.85% Q3 2026 Oct 09, 2026
Hegarty Advisors, LLC History No change 27,180 1,581 1.09% 1.09% 511 0 0.0% Q2 2026 Jul 27, 2026
Parkwoods Wealth Partners, LLC History No change 27,149 1,580 0.25% 0.25% 512 0 0.0% Q2 2026 Jul 27, 2026
AGF MANAGEMENT LTD History No change 27,030 1,573 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 10, 2026
Summit Wealth Partners, LLC History No change 26,925 1,567 0.22% 0.22% 514 0 0.0% Q2 2026 Aug 03, 2026
IFP Advisors, Inc History No change 26,494 1,541 0.03% 0.03% 515 0 0.0% Q2 2026 Jul 20, 2026
Valeo Financial Advisors, LLC History Reduced 26,710 1,537 0.03% 0.04% 516 -9,494 -26.22% Q3 2026 Oct 08, 2026
Zhang Financial LLC History No change 26,396 1,536 0.04% 0.04% 517 0 0.0% Q2 2026 Jul 30, 2026
IEQ CAPITAL, LLC History No change 26,313 1,531 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History No change 26,123 1,520 0.66% 0.66% 519 0 0.0% Q2 2026 Aug 14, 2026
Centurion Wealth Management LLC History No change 26,014 1,514 0.36% 0.36% 520 0 0.0% Q2 2026 Jul 09, 2026
Visionary Wealth Advisors History No change 25,952 1,510 0.06% 0.06% 521 0 0.0% Q2 2026 Aug 13, 2026
Barton Investment Management History No change 25,934 1,509 0.2% 0.2% 522 0 0.0% Q2 2026 Jul 20, 2026
Mason Investment Advisory Services, Inc. History No change 25,923 1,508 0.06% 0.06% 523 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 25,885 1,506 0.03% 0.03% 524 0 0.0% Q2 2026 Jul 22, 2026
Connecticut Wealth Management, LLC History No change 25,350 1,475 0.05% 0.05% 525 0 0.0% Q2 2026 Jul 29, 2026
VERITY Wealth Advisors History No change 25,331 1,474 0.89% 0.89% 526 0 0.0% Q2 2026 Jul 16, 2026
Wilmington Savings Fund Society, FSB History No change 25,225 1,468 0.03% 0.03% 527 0 0.0% Q2 2026 Jul 28, 2026
Hilton Capital Management, LLC History No change 25,169 1,464 0.1% 0.1% 528 0 0.0% Q2 2026 Aug 04, 2026
Frontier Asset Management, LLC History No change 24,950 1,452 0.26% 0.26% 529 0 0.0% Q2 2026 Aug 06, 2026
Dynasty Wealth Management, LLC History No change 24,942 1,451 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 24,373 1,418 0.03% 0.03% 531 0 0.0% Q2 2026 Aug 05, 2026
Roehl & Yi Investment Advisors, LLC History No change 1,417,781 1,417 0.47% 0.47% 532 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 24,165 1,406 0.01% 0.01% 533 0 0.0% Q2 2026 Jul 13, 2026
TWO SIGMA SECURITIES, LLC History No change 24,045 1,399 0.12% 0.12% 534 0 0.0% Q2 2026 Aug 14, 2026
Gibraltar Capital Management, Inc. History No change 24,022 1,398 0.21% 0.21% 535 0 0.0% Q2 2026 Jul 20, 2026
WCG Wealth Advisors LLC History No change 23,726 1,380 0.03% 0.03% 536 0 0.0% Q2 2026 Aug 14, 2026
Verus Financial Partners, Inc. History No change 23,659 1,376 0.12% 0.12% 537 0 0.0% Q2 2026 Jul 21, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 23,544 1,370 0.13% 0.13% 538 0 0.0% Q2 2026 Jul 22, 2026
Global Retirement Partners, LLC History No change 23,354 1,359 0.02% 0.02% 539 0 0.0% Q2 2026 Aug 06, 2026
Tidal Investments LLC History No change 23,156 1,347 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Management, LLC History No change 22,881 1,331 0.04% 0.04% 541 0 0.0% Q2 2026 Aug 05, 2026
OBSIDIAN CIO, LLC History No change 22,857 1,330 0.99% 0.99% 542 0 0.0% Q2 2026 Aug 03, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 22,848 1,329 0.17% 0.17% 543 0 0.0% Q2 2026 Jul 20, 2026
Tranquilli Financial Advisor LLC History No change 22,751 1,324 0.71% 0.71% 544 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 22,668 1,319 0.01% 0.01% 545 0 0.0% Q2 2026 Jul 27, 2026
Applied Capital LLC History No change 22,639 1,317 0.42% 0.42% 546 0 0.0% Q2 2026 Jul 21, 2026
PFG Investments, LLC History No change 22,271 1,296 0.05% 0.05% 547 0 0.0% Q2 2026 Jul 23, 2026
Broussard Financial Group LLC History No change 22,160 1,289 1.03% 1.03% 548 0 0.0% Q2 2026 Jul 27, 2026
Avise Financial Cooperative, Inc. History No change 22,006 1,280 0.91% 0.91% 549 0 0.0% Q2 2026 Aug 06, 2026
Choate Investment Advisors History No change 21,971 1,278 0.02% 0.02% 550 0 0.0% Q2 2026 Aug 11, 2026
KITCHING PARTNERS, LLC History No change 21,958 1,277 1.1% 1.1% 551 0 0.0% Q2 2026 Jul 30, 2026
Vertrix Wealth Management, LLC History No change 21,853 1,271 0.43% 0.43% 552 0 0.0% Q2 2026 Jul 09, 2026
Bluespring Wealth Management, LLC History No change 21,658 1,260 0.02% 0.02% 553 0 0.0% Q2 2026 Aug 11, 2026
Beaird Harris Wealth Management, LLC History No change 21,322 1,240 0.08% 0.08% 554 0 0.0% Q2 2026 Jul 08, 2026
ETF Portfolio Partners, Inc. History No change 21,284 1,238 0.29% 0.29% 555 0 0.0% Q2 2026 Jul 13, 2026
NORTH DALLAS BANK & TRUST CO History No change 21,188 1,233 0.73% 0.73% 556 0 0.0% Q2 2026 Jul 13, 2026
Advanced Asset Management Advisors Inc History No change 21,183 1,232 0.32% 0.32% 557 0 0.0% Q2 2026 Jul 16, 2026
Jasper Ridge Partners, L.P. History No change 20,896 1,216 0.03% 0.03% 558 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 20,870 1,214 0.04% 0.04% 559 0 0.0% Q2 2026 Jul 17, 2026
Fullerton Advisors, LLC History No change 20,799 1,210 1.13% 1.13% 560 0 0.0% Q2 2026 Jul 27, 2026
United Community Bank History No change 20,775 1,209 0.37% 0.37% 561 0 0.0% Q2 2026 Aug 13, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 20,440 1,189 0.03% 0.03% 562 0 0.0% Q2 2026 Aug 05, 2026
Arete Wealth Advisors, LLC History No change 20,326 1,183 0.08% 0.08% 563 0 0.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History Added to 20,334 1,170 0.03% 0.03% 564 +897 4.61% Q3 2026 Oct 08, 2026
Summit Global Investments History No change 20,023 1,165 0.06% 0.06% 565 0 0.0% Q2 2026 Aug 03, 2026
TrueWealth Advisors, LLC History Reduced 20,232 1,164 0.26% 0.28% 566 -1,047 -4.92% Q3 2026 Oct 08, 2026
GatePass Capital, LLC History No change 20,000 1,164 0.44% 0.44% 567 0 0.0% Q2 2026 Jul 30, 2026
626 Financial, LLC History No change 19,830 1,154 0.45% 0.45% 568 0 0.0% Q2 2026 Jul 27, 2026
Hummer Financial Advisory Services Inc History No change 20,000 1,151 0.75% 0.77% 569 0 0.0% Q3 2026 Oct 08, 2026
FMR LLC History No change 19,743 1,149 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 13, 2026
Trek Financial, LLC History No change 19,618 1,141 0.06% 0.06% 571 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 19,576 1,139 0.01% 0.01% 572 0 0.0% Q2 2026 Sep 23, 2026
SeaBridge Investment Advisors LLC History No change 19,558 1,138 0.16% 0.16% 573 0 0.0% Q2 2026 Jul 17, 2026
N.E.W. Advisory Services LLC History No change 19,513 1,135 0.08% 0.08% 574 0 0.0% Q2 2026 Aug 06, 2026
Hardin Capital Partners, LLC History Added to 19,621 1,129 0.55% 0.53% 575 +153 0.79% Q3 2026 Oct 08, 2026
BLAIR WILLIAM & CO/IL History No change 19,396 1,128 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 11, 2026
SAX WEALTH ADVISORS, LLC History No change 19,283 1,128 0.05% 0.05% 577 0 0.0% Q2 2026 Jul 09, 2026
Ascentis Independent Advisors History No change 19,345 1,126 3.03% 3.03% 578 0 0.0% Q2 2026 Aug 04, 2026
ENTRUST FINANCIAL LLC History No change 19,330 1,124 0.73% 0.73% 579 0 0.0% Q2 2026 Jul 20, 2026
Belleair Asset Management, LLC History No change 19,241 1,119 0.94% 0.94% 580 0 0.0% Q2 2026 Jul 15, 2026
Greenspring Advisors, LLC History No change 19,086 1,110 0.06% 0.06% 581 0 0.0% Q2 2026 Aug 11, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 19,042 1,108 0.28% 0.28% 582 0 0.0% Q2 2026 Jul 24, 2026
Mesirow Financial Investment Management, Inc. History No change 18,824 1,095 0.02% 0.02% 583 0 0.0% Q2 2026 Jul 22, 2026
Compass Ion Advisors, LLC History No change 18,736 1,090 0.09% 0.09% 584 0 0.0% Q2 2026 Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 18,614 1,083 0.08% 0.08% 585 0 0.0% Q2 2026 Jul 07, 2026
Rothschild Wealth LLC History No change 18,575 1,081 0.09% 0.09% 586 0 0.0% Q2 2026 Aug 11, 2026
Great Waters Wealth Management History Reduced 18,663 1,074 0.1% 0.1% 588 -264 -1.39% Q3 2026 Oct 07, 2026
Beaumont Financial Advisors, LLC History No change 18,467 1,074 0.07% 0.07% 587 0 0.0% Q2 2026 Aug 04, 2026
49 WEALTH MANAGEMENT, LLC History No change 18,462 1,074 0.2% 0.2% 589 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 18,462 1,074 0.2% 0.2% 590 0 0.0% Q2 2026 Aug 14, 2026
D.B. Root & Company, LLC History No change 18,369 1,069 0.23% 0.23% 591 0 0.0% Q2 2026 Aug 13, 2026
DAVIS R M INC History No change 18,270 1,063 0.02% 0.02% 592 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 18,267 1,063 0.03% 0.03% 593 0 0.0% Q2 2026 Jul 20, 2026
Planning Strategies Inc. History Reduced 18,400 1,059 0.63% 0.7% 595 -865 -4.49% Q3 2026 Oct 02, 2026
Capital Advisors, Ltd. LLC History No change 18,195 1,059 0.11% 0.11% 594 0 0.0% Q2 2026 Jul 16, 2026
MBE Wealth Management, LLC History No change 18,128 1,055 0.37% 0.37% 596 0 0.0% Q2 2026 Jul 24, 2026
Pasadena Private Wealth, LLC History No change 18,082 1,052 0.13% 0.13% 597 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 17,911 1,042 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 17,888 1,041 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 14, 2026
Core Wealth Advisors, Inc. History No change 17,530 1,020 0.21% 0.21% 600 0 0.0% Q2 2026 Aug 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 17,466 1,016 0.19% 0.19% 601 0 0.0% Q2 2026 Aug 06, 2026
Sand Hill Global Advisors, LLC History No change 17,432 1,014 0.03% 0.03% 602 0 0.0% Q2 2026 Aug 11, 2026
StoneX Group Inc. History No change 17,386 1,011 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 12, 2026
Stratos Investment Management, LLC History No change 17,363 1,010 0.04% 0.04% 604 0 0.0% Q2 2026 Aug 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 17,258 1,004 0.02% 0.02% 605 0 0.0% Q2 2026 Aug 10, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 17,250 1,003 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 13, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 16,996 989 0.41% 0.41% 607 0 0.0% Q2 2026 Jul 24, 2026
Advyzon Investment Management, LLC History No change 16,979 988 0.07% 0.07% 608 0 0.0% Q2 2026 Aug 14, 2026
Inlight Wealth Management, LLC History No change 16,825 979 0.31% 0.31% 609 0 0.0% Q2 2026 Jul 28, 2026
Snowden Capital Advisors LLC History No change 16,831 979 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 16,816 978 0.02% 0.02% 611 0 0.0% Q2 2026 Jul 15, 2026
CWA Asset Management Group, LLC History No change 16,627 967 0.03% 0.03% 612 0 0.0% Q2 2026 Jul 14, 2026
MMBG INVESTMENT ADVISORS CO. History No change 16,615 966 0.08% 0.08% 613 0 0.0% Q2 2026 Aug 10, 2026
Avestar Capital, LLC History No change 16,506 960 0.05% 0.05% 614 0 0.0% Q2 2026 Jul 29, 2026
Hobbs Group Advisors, LLC History No change 16,444 957 0.25% 0.25% 615 0 0.0% Q2 2026 Aug 13, 2026
DB Fitzpatrick & Co, Inc History No change 16,284 947 0.77% 0.77% 616 0 0.0% Q2 2026 Jul 16, 2026
Valpey Financial Services, LLC History No change 16,109 937 0.56% 0.56% 617 0 0.0% Q2 2026 Aug 11, 2026
Oakmont Advisory Group, LLC History No change 16,008 931 0.78% 0.78% 618 0 0.0% Q2 2026 Aug 03, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 15,893 925 0.28% 0.28% 619 0 0.0% Q2 2026 Jul 16, 2026
Sovran Advisors, LLC History No change 15,928 925 0.07% 0.07% 620 0 0.0% Q2 2026 Jul 29, 2026
Hennion & Walsh Asset Management, Inc. History No change 15,820 920 0.03% 0.03% 621 0 0.0% Q2 2026 Jul 08, 2026
PROFFITT & GOODSON INC History No change 15,657 911 0.13% 0.13% 622 0 0.0% Q2 2026 Jul 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 15,627 909 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 28, 2026
GTS SECURITIES LLC History No change 15,594 907 0.02% 0.02% 624 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 15,435 898 0.05% 0.05% 625 0 0.0% Q2 2026 Aug 04, 2026
RFG Advisory, LLC History No change 15,304 890 0.01% 0.01% 626 0 0.0% Q2 2026 Jul 15, 2026
Silver Oak Advisory Group, Inc. History No change 15,183 883 0.35% 0.35% 627 0 0.0% Q2 2026 Jul 31, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 15,182 883 0.39% 0.39% 628 0 0.0% Q2 2026 Aug 07, 2026
Ares Financial Consulting, LLC History No change 15,111 879 0.63% 0.63% 629 0 0.0% Q2 2026 Jul 09, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 14,963 870 0.09% 0.09% 630 0 0.0% Q2 2026 Sep 02, 2026
Roth Financial Partners LLC History Added to 15,080 868 0.26% 0.17% 631 +4,960 49.01% Q3 2026 Oct 06, 2026
Orcam Financial Group History No change 14,904 867 0.42% 0.42% 632 0 0.0% Q2 2026 Aug 13, 2026
WEST PACES ADVISORS INC. History No change 14,905 867 0.15% 0.15% 633 0 0.0% Q2 2026 Jul 17, 2026
HUB Investment Partners, LLC History No change 14,636 851 0.02% 0.02% 634 0 0.0% Q2 2026 Jul 31, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 14,535 845 0.04% 0.04% 635 0 0.0% Q2 2026 Jul 31, 2026
Emerald Investment Advisers, LLC History No change 14,531 845 0.06% 0.06% 636 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 14,474 842 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 14,442 840 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 17, 2026
Apollon Financial, LLC History No change 14,394 837 0.1% 0.1% 639 0 0.0% Q2 2026 Jul 22, 2026
Trinity Wealth Management, LLC History No change 14,090 820 0.26% 0.26% 640 0 0.0% Q2 2026 Jul 07, 2026
KDT Advisors, LLC History No change 14,080 819 1.13% 1.13% 641 0 0.0% Q2 2026 Jul 31, 2026
BCM ADVISORS, LLC History No change 14,084 817 0.16% 0.16% 642 0 0.0% Q2 2026 Jul 28, 2026
Glenview Trust Co History No change 13,971 813 0.01% 0.01% 643 0 0.0% Q2 2026 Aug 18, 2026
Immaculate Wealth Management LLC History No change 13,717 798 5.4% 5.4% 644 0 0.0% Q2 2026 Aug 07, 2026
BRAVE ASSET MANAGEMENT INC History No change 13,706 797 0.17% 0.17% 645 0 0.0% Q2 2026 Jul 08, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 13,793 793 0.05% 0.05% 646 -701 -4.84% Q3 2026 Oct 09, 2026
FIFTH THIRD SECURITIES, INC. History No change 13,529 787 0.04% 0.04% 647 0 0.0% Q2 2026 Jul 15, 2026
Coppell Advisory Solutions LLC History No change 23,676 787 0.07% 0.07% 648 0 0.0% Q2 2026 Aug 14, 2026
AEGON USA Investment Management, LLC History No change 13,500 785 0.56% 0.56% 649 0 0.0% Q2 2026 Jul 17, 2026
17 CAPITAL PARTNERS, LLC History No change 13,468 783 0.35% 0.35% 650 0 0.0% Q2 2026 Aug 06, 2026
Trivium Point Advisory, LLC History No change 13,452 782 0.07% 0.07% 651 0 0.0% Q2 2026 Aug 06, 2026
Thrive Capital Management, LLC History No change 13,452 782 0.15% 0.15% 652 0 0.0% Q2 2026 Aug 05, 2026
Birchcreek Wealth Management, LLC History No change 13,390 779 0.3% 0.3% 653 0 0.0% Q2 2026 Aug 06, 2026
Horizon Investments, LLC History No change 13,464 778 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 13,334 776 0.01% 0.01% 655 0 0.0% Q2 2026 Aug 04, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 13,328 775 0.5% 0.5% 656 0 0.0% Q2 2026 Jul 28, 2026
Braun-Bostich & Associates Inc. History No change 13,293 773 0.43% 0.43% 657 0 0.0% Q2 2026 Jul 24, 2026
Thayer Partners, LLC / MA History No change 13,290 773 0.32% 0.32% 658 0 0.0% Q2 2026 Jul 31, 2026
Venturi Wealth Management, LLC History No change 13,166 766 0.03% 0.03% 659 0 0.0% Q2 2026 Jul 20, 2026
TPG Financial Advisors, LLC History No change 12,998 756 0.23% 0.23% 660 0 0.0% Q2 2026 Aug 10, 2026
Financial Partners Group, Inc History No change 12,986 755 0.08% 0.08% 661 0 0.0% Q2 2026 Jul 23, 2026
Eagle Strategies LLC History No change 12,946 753 0.07% 0.07% 662 0 0.0% Q2 2026 Jul 21, 2026
CIBC WORLD MARKET INC. History No change 12,840 747 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 13, 2026
Sunbeam Capital Management, LLC History No change 12,769 743 0.34% 0.34% 664 0 0.0% Q2 2026 Jul 14, 2026
UNIVEST FINANCIAL Corp History No change 12,763 742 0.04% 0.04% 665 0 0.0% Q2 2026 Aug 07, 2026
Rockbridge Investment Management, LCC History No change 12,691 738 0.06% 0.06% 666 0 0.0% Q2 2026 Aug 14, 2026
Pictet North America Advisors SA History No change 12,600 733 0.06% 0.06% 667 0 0.0% Q2 2026 Jul 24, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 12,583 732 0.38% 0.38% 668 0 0.0% Q2 2026 Jul 28, 2026
VISTA INVESTMENT MANAGEMENT History No change 12,527 729 0.22% 0.22% 669 0 0.0% Q2 2026 Aug 12, 2026
Amicus Financial Advisors, LLC History No change 12,491 726 0.18% 0.18% 670 0 0.0% Q2 2026 Jul 20, 2026
Advisors Asset Management, Inc. History No change 12,470 725 0.01% 0.01% 671 0 0.0% Q2 2026 Aug 13, 2026
Sellwood Investment Partners LLC History No change 12,465 725 0.26% 0.26% 672 0 0.0% Q2 2026 Jul 27, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 12,416 723 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 12, 2026
Raab & Moskowitz Asset Management LLC History No change 12,197 709 0.14% 0.14% 674 0 0.0% Q2 2026 Jul 28, 2026
IFG Advisory, LLC History No change 12,190 709 0.02% 0.02% 675 0 0.0% Q2 2026 Aug 13, 2026
Independent Wealth Network Inc. History No change 12,173 708 0.18% 0.18% 676 0 0.0% Q2 2026 Jul 20, 2026
American Trust History No change 12,169 708 0.05% 0.05% 677 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 12,215 708 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 12,215 708 0.01% 0.01% 679 0 0.0% Q2 2026 Jul 29, 2026
Schiavi & Co LLC History No change 12,101 704 0.19% 0.19% 680 0 0.0% Q2 2026 Aug 10, 2026
Congress Park Capital LLC History No change 12,000 698 0.19% 0.19% 681 0 0.0% Q2 2026 Jul 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 11,880 691 0.02% 0.02% 682 0 0.0% Q2 2026 Aug 10, 2026
Clarendon Private LLC History No change 11,798 686 0.44% 0.44% 683 0 0.0% Q2 2026 Jul 22, 2026
Principia Wealth Advisory, LLC History No change 11,722 682 0.34% 0.34% 684 0 0.0% Q2 2026 Aug 26, 2026
Tandem Financial, LLC History No change 11,709 681 0.2% 0.2% 685 0 0.0% Q2 2026 Aug 13, 2026
Towneley Capital Management, Inc / DE History Added to 11,787 678 0.13% 0.13% 686 +106 0.91% Q3 2026 Oct 09, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 11,630 676 0.25% 0.25% 687 0 0.0% Q2 2026 Jul 08, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 11,547 672 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 11, 2026
Vista Cima Wealth Management LLC History No change 11,543 671 0.5% 0.5% 689 0 0.0% Q2 2026 Aug 07, 2026
Noble Family Wealth, LLC History No change 11,526 670 0.12% 0.12% 690 0 0.0% Q2 2026 Aug 04, 2026
EP Wealth Advisors, LLC History No change 11,453 666 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 11, 2026
MEITAV INVESTMENT HOUSE LTD History No change 11,448 665 0.0% 0.0% 692 0 0.0% Q2 2026 Jul 20, 2026
TMB Capital Partners, LLC History No change 11,420 664 0.21% 0.21% 693 0 0.0% Q2 2026 Jul 24, 2026
Bragg Financial Advisors, Inc History No change 11,384 662 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 11,315 658 0.05% 0.05% 695 0 0.0% Q2 2026 Jul 14, 2026
Embree Financial Group History No change 11,272 656 0.07% 0.07% 696 0 0.0% Q2 2026 Jul 15, 2026
Capital Wealth Alliance, LLC History No change 11,262 655 0.3% 0.3% 697 0 0.0% Q2 2026 Jul 31, 2026
Peterson Wealth Advisors, LLC History Reduced 11,374 654 0.08% 0.09% 698 -1,620 -12.47% Q3 2026 Oct 08, 2026
SG Americas Securities, LLC History No change 11,189 651 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 07, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 11,126 647 0.35% 0.35% 700 0 0.0% Q2 2026 Jul 24, 2026
Winter & Associates, Inc. History No change 11,131 647 0.49% 0.49% 701 0 0.0% Q2 2026 Jul 09, 2026
Legacy Edge Advisors, LLC History No change 11,110 646 0.06% 0.06% 702 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 11,068 644 0.03% 0.03% 703 0 0.0% Q2 2026 Aug 04, 2026
Dakota Wealth Management History No change 11,060 643 0.01% 0.01% 704 0 0.0% Q2 2026 Aug 07, 2026
ALBION FINANCIAL GROUP /UT History No change 10,973 638 0.04% 0.04% 705 0 0.0% Q2 2026 Jul 22, 2026
Evanson Financial, LLC History No change 10,916 635 0.03% 0.03% 706 0 0.0% Q2 2026 Jul 07, 2026
VIAWEALTH, LLC History No change 10,896 634 0.32% 0.32% 707 0 0.0% Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History No change 10,912 632 0.01% 0.01% 708 0 0.0% Q2 2026 Jul 29, 2026
CFG Wealth Management Services, Inc. History No change 10,746 629 0.59% 0.59% 709 0 0.0% Q2 2026 Jul 15, 2026
Stonekeep Investments, LLC History No change 10,709 623 0.36% 0.36% 710 0 0.0% Q2 2026 Jul 10, 2026
Thompson David Blair History No change 10,690 622 0.31% 0.31% 711 0 0.0% Q2 2026 Aug 14, 2026
LEUTHOLD GROUP, LLC History No change 10,630 618 0.06% 0.06% 712 0 0.0% Q2 2026 Aug 04, 2026
Intrua Financial, LLC History No change 10,335 601 0.06% 0.06% 713 0 0.0% Q2 2026 Jul 24, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 10,323 600 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 15, 2026
Dorsey & Whitney Trust CO LLC History No change 10,315 600 0.03% 0.03% 715 0 0.0% Q2 2026 Aug 14, 2026
Monument Group Wealth Advisors, LLC History No change 1,611 600 0.29% 0.29% 716 0 0.0% Q2 2026 Jul 27, 2026
McAdam, LLC History No change 10,265 597 0.02% 0.02% 717 0 0.0% Q2 2026 Aug 04, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 10,170 591 0.46% 0.46% 718 0 0.0% Q2 2026 Jul 22, 2026
Main Street Financial Solutions, LLC History No change 10,104 588 0.04% 0.04% 719 0 0.0% Q2 2026 Aug 07, 2026
Prairiewood Capital, LLC History No change 10,100 587 0.15% 0.15% 720 0 0.0% Q2 2026 Jul 28, 2026
Wingate Wealth Advisors, Inc. History No change 10,069 586 0.26% 0.26% 721 0 0.0% Q2 2026 Jul 29, 2026
ST GERMAIN D J CO INC History No change 10,063 585 0.02% 0.02% 722 0 0.0% Q2 2026 Jul 21, 2026
Lake Hills Wealth Management, LLC History No change 10,104 581 0.27% 0.27% 723 0 0.0% Q3 2026 Oct 07, 2026
Hilltop Holdings Inc. History No change 9,924 577 0.04% 0.04% 724 0 0.0% Q2 2026 Aug 13, 2026
Chesley Taft & Associates LLC History No change 9,870 574 0.02% 0.02% 725 0 0.0% Q2 2026 Jul 08, 2026
HOWE & RUSLING INC History No change 9,621 559 0.03% 0.03% 726 0 0.0% Q2 2026 Aug 10, 2026
Stokes Family Office, LLC History No change 9,613 559 0.07% 0.07% 727 0 0.0% Q2 2026 Aug 11, 2026
Physician Wealth Solutions Inc. History No change 9,594 558 0.21% 0.21% 728 0 0.0% Q2 2026 Jul 13, 2026
Lifeworks Advisors, LLC History No change 9,556 556 0.06% 0.06% 729 0 0.0% Q2 2026 Aug 14, 2026
BancFirst Trust & Investment Management History No change 9,541 555 0.23% 0.23% 730 0 0.0% Q2 2026 Jul 23, 2026
Alaethes Wealth, LLC History No change 9,440 549 0.16% 0.16% 731 0 0.0% Q2 2026 Aug 14, 2026
Ethos Financial Group, LLC History No change 9,434 548 0.04% 0.04% 732 0 0.0% Q2 2026 Aug 07, 2026
Range Advisory, LLC History No change 9,419 548 0.07% 0.07% 733 0 0.0% Q2 2026 Sep 02, 2026
D'Orazio & Associates, Inc. History No change 9,401 547 0.06% 0.06% 734 0 0.0% Q2 2026 Jul 28, 2026
Mainsail Financial Group, LLC History No change 9,320 542 0.18% 0.18% 735 0 0.0% Q2 2026 Jul 15, 2026
Klingman & Associates, LLC History No change 9,273 539 0.02% 0.02% 736 0 0.0% Q2 2026 Jul 29, 2026
CALTON & ASSOCIATES, INC. History No change 9,228 537 0.08% 0.08% 737 0 0.0% Q2 2026 Aug 10, 2026
Redwood Investment Management, LLC History No change 9,227 537 0.05% 0.05% 738 0 0.0% Q2 2026 Aug 14, 2026
Navigation Wealth Management, Inc. History No change 9,236 537 0.74% 0.74% 739 0 0.0% Q2 2026 Jul 16, 2026
Veracity Capital LLC History Reduced 9,189 528 0.14% 0.16% 740 -1,192 -11.48% Q3 2026 Oct 08, 2026
CULLEN/FROST BANKERS, INC. History No change 9,066 527 0.01% 0.01% 741 0 0.0% Q2 2026 Jul 27, 2026
Carroll Advisory Group, LLC History No change 9,039 526 0.17% 0.17% 742 0 0.0% Q2 2026 Jul 23, 2026
Core Wealth Partners LLC History No change 8,972 522 0.22% 0.22% 743 0 0.0% Q2 2026 Jul 17, 2026
JANE STREET GROUP, LLC History No change 8,913 518 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 8,702 506 0.0% 0.0% 745 0 0.0% Q2 2026 Jul 28, 2026
PETRA FINANCIAL ADVISORS INC History No change 8,701 506 0.23% 0.23% 746 0 0.0% Q2 2026 Jul 24, 2026
Neuberger Berman Group LLC History No change 8,686 505 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 13, 2026
Forum Private Client Group LLC History No change 8,679 505 0.15% 0.15% 748 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 8,663 504 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 04, 2026
Bell Bank History No change 8,640 502 0.02% 0.02% 750 0 0.0% Q2 2026 Jul 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 8,640 502 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 23, 2026
CHAPIN DAVIS, INC. History Added to 8,706 501 0.1% 0.09% 752 +4 0.05% Q3 2026 Oct 08, 2026
Novak & Powell Financial Services, Inc. History No change 8,600 500 0.24% 0.24% 753 0 0.0% Q2 2026 Aug 11, 2026
DOLIVER ADVISORS, LP History Added to 8,680 499 0.11% 0.11% 754 +79 0.92% Q3 2026 Oct 01, 2026
RETIREMENT CAPITAL STRATEGIES History No change 8,583 499 0.17% 0.17% 755 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 8,587 499 0.01% 0.01% 756 0 0.0% Q2 2026 Aug 04, 2026
Quantinno Capital Management LP History No change 8,526 496 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 8,506 495 0.03% 0.03% 758 0 0.0% Q2 2026 Jul 28, 2026
GenTrust, LLC History No change 8,517 495 0.02% 0.02% 759 0 0.0% Q2 2026 Aug 06, 2026
Ruedi Wealth Management, Inc. History No change 8,518 495 0.12% 0.12% 760 0 0.0% Q2 2026 Jul 29, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 8,500 494 0.06% 0.06% 761 0 0.0% Q2 2026 Aug 05, 2026
Chris Bulman Inc History No change 8,473 493 0.18% 0.18% 762 0 0.0% Q2 2026 Jul 22, 2026
HSBC HOLDINGS PLC History No change 8,426 490 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 14, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 8,435 490 0.32% 0.32% 764 0 0.0% Q2 2026 Jul 21, 2026
Whalen Wealth Management Inc. History Added to 8,423 484 0.21% 0.22% 765 +52 0.62% Q3 2026 Oct 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 8,308 483 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 8,283 482 0.1% 0.1% 767 0 0.0% Q2 2026 Jul 17, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 8,242 479 0.21% 0.21% 768 0 0.0% Q2 2026 Jul 28, 2026
CHANNEL WEALTH LLC History No change 8,213 477 0.11% 0.11% 769 0 0.0% Q2 2026 Aug 04, 2026
EASTERN BANK History Reduced 8,205 472 0.01% 0.01% 770 -1,931 -19.05% Q3 2026 Oct 05, 2026
Selective Wealth Management, Inc. History No change 8,120 471 0.12% 0.12% 771 0 0.0% Q2 2026 Jul 20, 2026
BOK Financial Private Wealth, Inc. History No change 8,088 470 0.02% 0.02% 772 0 0.0% Q2 2026 Aug 07, 2026
Tolleson Wealth Management, Inc. History No change 8,082 470 0.06% 0.06% 773 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Partners, LLC History No change 8,073 469 0.06% 0.06% 774 0 0.0% Q2 2026 Aug 12, 2026
R. W. Roge & Company, Inc. History No change 8,070 469 0.2% 0.2% 775 0 0.0% Q2 2026 Jul 31, 2026
Alteri Wealth LLC History No change 8,064 469 0.13% 0.13% 776 0 0.0% Q2 2026 Jul 29, 2026
ProVise Management Group, LLC History No change 8,038 467 0.03% 0.03% 777 0 0.0% Q2 2026 Aug 03, 2026
Parallel Advisors, LLC History No change 8,027 467 0.01% 0.01% 778 0 0.0% Q2 2026 Aug 05, 2026
Walkner Condon Financial Advisors LLC History No change 7,971 463 0.05% 0.05% 779 0 0.0% Q2 2026 Jul 27, 2026
Mustard Seed Financial, LLC History No change 7,962 463 0.24% 0.24% 780 0 0.0% Q2 2026 Aug 05, 2026
Modera Wealth Management, LLC History No change 7,938 462 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 03, 2026
Aries Wealth Management History No change 7,890 459 0.09% 0.09% 782 0 0.0% Q2 2026 Jul 24, 2026
CJM Wealth Advisers, Ltd. History No change 7,901 459 0.12% 0.12% 783 0 0.0% Q2 2026 Jul 17, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 7,938 456 0.03% 0.03% 784 -1,453 -15.47% Q3 2026 Oct 09, 2026
FSM Wealth Advisors, LLC History No change 7,840 456 0.05% 0.05% 785 0 0.0% Q2 2026 Jul 15, 2026
SEIZERT CAPITAL PARTNERS, LLC History No change 7,806 454 0.02% 0.02% 786 0 0.0% Q2 2026 Aug 05, 2026
BRIGHTON JONES LLC History No change 7,800 453 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 7,700 448 0.0% 0.0% 788 0 0.0% Q2 2026 Sep 02, 2026
L.K. Benson & Company, P.C. History No change 7,706 448 0.14% 0.14% 789 0 0.0% Q2 2026 Jul 24, 2026
McMillan Office, Inc. History No change 7,700 448 0.05% 0.05% 790 0 0.0% Q2 2026 Aug 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 7,662 445 0.06% 0.06% 791 0 0.0% Q2 2026 Aug 12, 2026
True Link Financial Advisors, LLC History No change 7,587 441 0.03% 0.03% 792 0 0.0% Q2 2026 Jul 31, 2026
Ignite Planners, LLC History No change 7,567 440 0.06% 0.06% 793 0 0.0% Q2 2026 Jul 23, 2026
Whitegate Investment Counselors, Inc. History No change 7,560 439 0.12% 0.12% 794 0 0.0% Q2 2026 Aug 10, 2026
Manhattan West Asset Management, LLC History No change 7,542 438 0.07% 0.07% 795 0 0.0% Q2 2026 Aug 11, 2026
Essential Planning, LLC. History No change 7,525 437 0.12% 0.12% 796 0 0.0% Q2 2026 Aug 03, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 7,492 436 0.1% 0.1% 797 0 0.0% Q2 2026 Jul 15, 2026
Trinity Financial Advisors LLC History New 7,557 435 0.11% — 799 +7,557 New Q3 2026 Oct 08, 2026
Trust Point Inc. History No change 7,481 435 0.04% 0.04% 798 0 0.0% Q2 2026 Jul 08, 2026
C M BIDWELL & ASSOCIATES LTD History No change 7,433 432 0.18% 0.18% 800 0 0.0% Q2 2026 Aug 11, 2026
Koss-Olinger Consulting, LLC History No change 7,434 432 0.03% 0.03% 801 0 0.0% Q2 2026 Aug 10, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 7,408 429 0.14% 0.14% 802 0 0.0% Q2 2026 Jul 23, 2026
Grandview Asset Management LLC History No change 7,368 428 0.11% 0.11% 803 0 0.0% Q2 2026 Jul 24, 2026
CVA Family Office, LLC History No change 7,362 428 0.04% 0.04% 804 0 0.0% Q2 2026 Aug 07, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 7,364 428 0.13% 0.13% 805 0 0.0% Q2 2026 Jul 28, 2026
Coston, McIsaac & Partners History No change 7,281 423 0.09% 0.09% 806 0 0.0% Q2 2026 Aug 12, 2026
VICUS CAPITAL History No change 7,179 417 0.03% 0.03% 807 0 0.0% Q2 2026 Aug 05, 2026
Burton Enright Welch History No change 7,138 415 0.05% 0.05% 808 0 0.0% Q2 2026 Jul 17, 2026
Florida Trust Wealth Management Co History No change 7,108 413 0.01% 0.01% 809 0 0.0% Q2 2026 Jul 27, 2026
XML Financial, LLC History No change 7,111 413 0.03% 0.03% 810 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 7,076 411 0.08% 0.08% 811 0 0.0% Q2 2026 Jul 31, 2026
IHT Wealth Management, LLC History No change 7,056 410 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 14, 2026
Mayfair Advisory Group, LLC History No change 7,060 409 0.12% 0.12% 813 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 7,024 408 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 22, 2026
WMS Group LLC History No change 7,000 407 0.52% 0.52% 815 0 0.0% Q2 2026 Jul 23, 2026
First Heartland Consultants, Inc. History Added to 6,995 402 0.03% 0.02% 816 +500 7.7% Q3 2026 Oct 08, 2026
Werba Rubin Papier Wealth Management History No change 6,904 401 0.05% 0.05% 817 0 0.0% Q2 2026 Jul 27, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 6,892 401 0.1% 0.1% 818 0 0.0% Q2 2026 Jul 21, 2026
NBH Bank History No change 6,876 400 0.17% 0.17% 819 0 0.0% Q2 2026 Aug 14, 2026
BridgePort Financial Solutions, LLC History No change 6,857 399 0.1% 0.1% 820 0 0.0% Q2 2026 Jul 24, 2026
Pacific Capital Wealth Advisors, Inc. History No change 6,850 398 0.06% 0.06% 821 0 0.0% Q2 2026 Jul 09, 2026
TrustWell Financial Advisors, LLC History No change 6,822 397 0.34% 0.34% 822 0 0.0% Q2 2026 Jul 22, 2026
PACIFIC FINANCIAL GROUP INC History No change 6,809 396 0.19% 0.19% 823 0 0.0% Q2 2026 Aug 13, 2026
Peregrine Asset Advisers, Inc. History No change 6,813 396 0.09% 0.09% 824 0 0.0% Q2 2026 Aug 10, 2026
My Personal CFO, LLC History No change 6,720 391 0.15% 0.15% 825 0 0.0% Q2 2026 Jul 21, 2026
Stone House Investment Management, LLC History No change 6,689 389 0.05% 0.05% 826 0 0.0% Q2 2026 Aug 05, 2026
10Elms LLP History No change 6,673 388 0.16% 0.16% 827 0 0.0% Q2 2026 Aug 14, 2026
Key Capital Management, INC History No change 6,647 386 0.2% 0.2% 828 0 0.0% Q2 2026 Jul 27, 2026
Sankala Group LLC History No change 6,654 386 0.26% 0.26% 829 0 0.0% Q2 2026 Aug 18, 2026
Black Diamond Financial, LLC History No change 6,629 385 0.03% 0.03% 830 0 0.0% Q2 2026 Aug 04, 2026
US BANCORP \DE\ History No change 6,604 384 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 12, 2026
TRB Wealth Management, LLC History No change 6,573 382 0.05% 0.05% 832 0 0.0% Q2 2026 Aug 11, 2026
Pallas Capital Advisors LLC History No change 6,551 381 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 07, 2026
Capstone Wealth Management Group, Inc. History No change 6,561 381 0.23% 0.23% 834 0 0.0% Q2 2026 Jul 27, 2026
Quartz Partners, LLC History No change 6,522 379 0.12% 0.12% 835 0 0.0% Q2 2026 Aug 10, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 6,482 377 0.01% 0.01% 836 0 0.0% Q2 2026 Jul 21, 2026
Diversified Trust Co History No change 6,417 373 0.01% 0.01% 837 0 0.0% Q2 2026 Jul 17, 2026
CIBC Bancorp USA Inc. History No change 6,374 370 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 6,339 367 0.01% 0.01% 839 0 0.0% Q2 2026 Jul 27, 2026
Carter Financial Group, INC. History No change 6,297 366 0.19% 0.19% 840 0 0.0% Q2 2026 Jul 30, 2026
Rehmann Capital Advisory Group History No change 6,182 359 0.02% 0.02% 841 0 0.0% Q2 2026 Aug 20, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 6,172 359 0.07% 0.07% 842 0 0.0% Q2 2026 Jul 22, 2026
Western Reserve Capital Management, LLC History No change 6,172 359 0.27% 0.27% 843 0 0.0% Q2 2026 Jul 21, 2026
Fortitude Advisory Group L.L.C. History No change 6,162 358 0.14% 0.14% 844 0 0.0% Q2 2026 Jul 22, 2026
Fisher Asset Management, LLC History No change 6,075 353 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 04, 2026
Essex Financial Services, Inc. History No change 6,079 353 0.02% 0.02% 846 0 0.0% Q2 2026 Aug 10, 2026
Faithward Advisors, LLC History No change 6,076 353 0.04% 0.04% 847 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 6,069 353 0.03% 0.03% 848 0 0.0% Q2 2026 Aug 07, 2026
Wells Financial Advisors INC History No change 6,050 352 3.27% 3.27% 849 0 0.0% Q2 2026 Jul 23, 2026
Venture Visionary Partners LLC History Reduced 6,080 350 0.01% 0.01% 850 -1,092 -15.23% Q3 2026 Oct 07, 2026
Hurlow Wealth Management Group, Inc. History No change 5,977 347 0.07% 0.07% 851 0 0.0% Q2 2026 Aug 05, 2026
IVC Wealth Advisors LLC History No change 5,927 344 0.13% 0.13% 852 0 0.0% Q2 2026 Jul 14, 2026
Sage Financial Management Group, Inc. History No change 5,879 342 0.09% 0.09% 853 0 0.0% Q2 2026 Jul 24, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 5,847 340 0.02% 0.02% 854 0 0.0% Q2 2026 Aug 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 5,703 331 0.01% 0.01% 855 0 0.0% Q2 2026 Jul 27, 2026
CX Institutional History Reduced 5,732 330 0.01% 0.02% 856 -7,055 -55.17% Q3 2026 Oct 02, 2026
Cannell & Spears LLC History No change 5,655 329 0.01% 0.01% 857 0 0.0% Q2 2026 Aug 11, 2026
COURIER CAPITAL LLC History No change 5,639 328 0.02% 0.02% 858 0 0.0% Q2 2026 Jul 16, 2026
Avant Financial Advisors LLC History No change 5,647 328 0.2% 0.2% 859 0 0.0% Q2 2026 Jul 09, 2026
Hershey Financial Advisers, LLC History No change 5,576 324 0.23% 0.23% 860 0 0.0% Q2 2026 Aug 11, 2026
M1 Capital Management LLC History No change 5,555 323 0.12% 0.12% 861 0 0.0% Q2 2026 Aug 11, 2026
Sound Portfolio Advisors, LLC History No change 5,556 323 0.23% 0.23% 862 0 0.0% Q2 2026 Aug 06, 2026
GUGGENHEIM CAPITAL LLC History No change 5,544 322 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 12, 2026
Cedar Wealth Management, LLC History No change 5,545 322 0.08% 0.08% 864 0 0.0% Q2 2026 Aug 12, 2026
Enclave Advisors LLC History No change 5,491 319 0.04% 0.04% 865 0 0.0% Q2 2026 Jul 14, 2026
Wealthcare Advisory Partners LLC History No change 5,461 317 0.01% 0.01% 866 0 0.0% Q2 2026 Jul 09, 2026
Charis Legacy Partners, LLC History No change 5,452 317 0.39% 0.39% 867 0 0.0% Q2 2026 Jul 09, 2026
Financial Engines Advisors L.L.C. History No change 5,432 316 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 14, 2026
McClarren Financial Advisors, Inc. History No change 5,439 316 0.16% 0.16% 869 0 0.0% Q2 2026 Jul 17, 2026
Stratos Wealth Advisors, LLC History No change 5,428 315 0.02% 0.02% 870 0 0.0% Q2 2026 Aug 11, 2026
Redhawk Wealth Advisors, Inc. History No change 5,362 312 0.03% 0.03% 871 0 0.0% Q2 2026 Jul 09, 2026
Kendall Capital Management History No change 5,355 311 0.05% 0.05% 872 0 0.0% Q2 2026 Aug 12, 2026
WJ Financial Advisors LLC History No change 5,356 311 0.23% 0.23% 873 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 5,329 310 0.0% 0.0% 874 0 0.0% Q2 2026 Jul 24, 2026
Intergy Private Wealth, LLC History No change 5,341 310 0.07% 0.07% 875 0 0.0% Q2 2026 Jul 17, 2026
Clear Point Advisors Inc. History No change 5,335 310 0.27% 0.27% 876 0 0.0% Q2 2026 Jul 28, 2026
Madrid Wealth Management, LLC History No change 5,281 307 0.2% 0.2% 877 0 0.0% Q2 2026 Jul 31, 2026
Stirlingshire Investments, Inc. History No change 5,261 306 0.23% 0.23% 878 0 0.0% Q2 2026 Jul 31, 2026
Kaizen Financial Strategies History Reduced 5,202 299 0.12% 0.16% 879 -3,347 -39.15% Q3 2026 Oct 09, 2026
STAR Financial Bank History No change 5,138 299 0.12% 0.12% 880 0 0.0% Q2 2026 Aug 07, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 5,125 298 0.1% 0.1% 881 0 0.0% Q2 2026 Jul 16, 2026
Capital Analysts, LLC History No change 5,078 295 0.01% 0.01% 882 0 0.0% Q2 2026 Aug 05, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 5,068 294 0.12% 0.12% 883 0 0.0% Q2 2026 Jul 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 5,059 294 0.03% 0.03% 884 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 5,040 293 0.23% 0.23% 885 0 0.0% Q2 2026 Jul 24, 2026
United Advisor Group, LLC History No change 5,022 292 0.03% 0.03% 886 0 0.0% Q2 2026 Jul 29, 2026
DEUTSCHE BANK AG\ History No change 5,000 291 0.0% 0.0% 887 0 0.0% Q2 2026 Aug 07, 2026
DMC Group, LLC History No change 4,987 290 0.2% 0.2% 888 0 0.0% Q2 2026 Jul 28, 2026
FCG Investment Co History No change 4,919 286 0.1% 0.1% 889 0 0.0% Q2 2026 Jul 13, 2026
Miller Capital Partners, Inc. History No change 4,906 285 0.11% 0.11% 890 0 0.0% Q2 2026 Aug 12, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 4,944 284 0.06% 0.05% 891 +798 19.25% Q3 2026 Oct 07, 2026
Rialto Wealth Management, LLC History No change 4,858 282 0.06% 0.06% 892 0 0.0% Q2 2026 Aug 11, 2026
Laraway Financial Advisors Inc History No change 4,812 280 0.17% 0.17% 893 0 0.0% Q2 2026 Aug 03, 2026
Approach Retirement Advisors, LLC History No change 4,806 279 0.2% 0.2% 894 0 0.0% Q2 2026 Jul 15, 2026
COMMERCE BANK History No change 4,780 278 0.0% 0.0% 895 0 0.0% Q2 2026 Aug 12, 2026
ABLE Financial Group, LLC History No change 4,770 277 0.05% 0.05% 896 0 0.0% Q2 2026 Jul 22, 2026
Clearwave Capital, LLC History No change 4,664 271 0.15% 0.15% 897 0 0.0% Q2 2026 Jul 17, 2026
Rosenberg Matthew Hamilton History Added to 4,675 269 0.05% 0.01% 899 +4,083 689.7% Q3 2026 Oct 05, 2026
National Philanthropic Trust History No change 4,635 269 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 14, 2026
Addis & Hill, Inc History No change 4,617 268 0.15% 0.15% 900 0 0.0% Q2 2026 Jul 07, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 4,604 267 0.01% 0.01% 901 0 0.0% Q2 2026 Jul 23, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 4,526 263 0.02% 0.02% 902 0 0.0% Q2 2026 Jul 28, 2026
Opus Financial Solutions LLC History No change 4,530 263 0.21% 0.21% 903 0 0.0% Q2 2026 Jul 24, 2026
Berger Financial Group, Inc History No change 4,501 261 0.01% 0.01% 904 0 0.0% Q2 2026 Aug 04, 2026
NorthLanding Financial Partners, LLC History No change 4,469 260 0.18% 0.18% 905 0 0.0% Q2 2026 Jul 23, 2026
Meritas Wealth Management, LLC History No change 4,474 260 0.1% 0.1% 906 0 0.0% Q2 2026 Jul 21, 2026
TOMPKINS FINANCIAL CORP History No change 4,467 257 0.02% 0.02% 907 0 0.0% Q3 2026 Oct 05, 2026
E&G Advisors, LLC History No change 4,425 257 0.05% 0.05% 908 0 0.0% Q2 2026 Jul 23, 2026
DecisionPoint Financial, LLC History No change 4,350 252 0.05% 0.05% 909 0 0.0% Q2 2026 Aug 05, 2026
Maxele Advisors, LLC History No change 4,325 251 0.18% 0.18% 910 0 0.0% Q2 2026 Aug 14, 2026
R2 Capital Strategies, LLC History No change 4,298 250 0.11% 0.11% 911 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Technology Lab Private Ltd History No change 4,273 249 0.06% 0.06% 912 0 0.0% Q2 2026 Aug 13, 2026
Williams Jones Wealth Management, LLC. History No change 4,278 248 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 05, 2026
Forvis Mazars Wealth Advisors, LLC History No change 4,222 245 0.0% 0.0% 914 0 0.0% Q2 2026 Aug 10, 2026
KFA Private Wealth Group, LLC History New 4,225 243 0.06% — 916 +4,225 New Q3 2026 Oct 07, 2026
Snider Financial Group History No change 4,192 243 0.06% 0.06% 915 0 0.0% Q2 2026 Jul 14, 2026
Freestate Advisors LLC History Added to 4,221 242 0.19% 0.18% 917 +48 1.15% Q3 2026 Oct 09, 2026
First Pacific Financial History No change 4,170 242 0.03% 0.03% 918 0 0.0% Q2 2026 Jul 20, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 4,138 240 0.01% 0.01% 919 0 0.0% Q2 2026 Aug 11, 2026
Unique Wealth Strategies, LLC History No change 4,116 239 0.09% 0.09% 920 0 0.0% Q2 2026 Jul 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 4,104 238 0.0% 0.0% 921 0 0.0% Q2 2026 Aug 11, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 4,106 238 0.03% 0.03% 922 0 0.0% Q2 2026 Jul 22, 2026
IMPACTfolio, LLC History No change 4,090 238 0.09% 0.09% 923 0 0.0% Q2 2026 Jul 22, 2026
Steffes Financial, Ltd. History No change 4,081 237 0.1% 0.1% 924 0 0.0% Q2 2026 Aug 14, 2026
Simmons Bank History No change 4,070 236 0.01% 0.01% 925 0 0.0% Q2 2026 Jul 31, 2026
RHS Financial, LLC History No change 4,027 234 0.09% 0.09% 926 0 0.0% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,039 234 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 22, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,017 233 0.0% 0.0% 928 0 0.0% Q2 2026 Jul 20, 2026
Brickley Wealth Management History No change 4,008 233 0.03% 0.03% 929 0 0.0% Q2 2026 Jul 13, 2026
Caitlin John, LLC History No change 3,974 231 0.13% 0.13% 930 0 0.0% Q2 2026 Aug 17, 2026
Procyon Advisors, LLC History No change 3,944 229 0.01% 0.01% 931 0 0.0% Q2 2026 Jul 09, 2026
SIMON QUICK ADVISORS, LLC History No change 3,914 227 0.01% 0.01% 932 0 0.0% Q2 2026 Jul 28, 2026
Qube Research & Technologies Ltd History No change 3,901 227 0.0% 0.0% 933 0 0.0% Q2 2026 Aug 14, 2026
Portland Financial Advisors Inc History No change 3,909 227 0.41% 0.41% 934 0 0.0% Q2 2026 Aug 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 3,874 224 0.06% 0.06% 935 0 0.0% Q2 2026 Jul 30, 2026
Ellis Investment Partners, LLC History No change 3,856 224 0.03% 0.03% 936 0 0.0% Q2 2026 Aug 05, 2026
Wayfinding Financial, LLC History No change 3,853 224 0.08% 0.08% 937 0 0.0% Q2 2026 Aug 13, 2026
Maridea Wealth Management LLC History No change 3,862 224 0.02% 0.02% 938 0 0.0% Q2 2026 Aug 06, 2026
Cordgrass Capital Advisors, LLC History No change 3,805 221 0.08% 0.08% 939 0 0.0% Q2 2026 Aug 06, 2026
SageView Advisory Group, LLC History No change 3,807 221 0.01% 0.01% 940 0 0.0% Q2 2026 Aug 10, 2026
Jacobs Equity LLC History No change 3,814 221 0.15% 0.15% 941 0 0.0% Q2 2026 Aug 14, 2026
W1M Asset Management Ltd History No change 3,769 219 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 3,775 219 0.05% 0.05% 943 0 0.0% Q2 2026 Aug 14, 2026
Brookwood Investment Group LLC History No change 3,769 219 0.02% 0.02% 944 0 0.0% Q2 2026 Jul 23, 2026
Versant Capital Management, Inc History Added to 3,758 216 0.02% 0.02% 945 +10 0.27% Q3 2026 Oct 01, 2026
Impact Partnership Wealth, LLC History No change 3,708 215 0.02% 0.02% 946 0 0.0% Q2 2026 Jul 29, 2026
Pekin Hardy Strauss, Inc. History No change 3,680 214 0.02% 0.02% 947 0 0.0% Q2 2026 Jul 30, 2026
B. Riley Wealth Advisors, Inc. History No change 3,680 214 0.01% 0.01% 948 0 0.0% Q2 2026 Jul 14, 2026
MidAtlantic Capital Management, Inc. History No change 3,677 214 0.13% 0.13% 949 0 0.0% Q2 2026 Aug 10, 2026
MEYER HANDELMAN CO History No change 3,644 212 0.01% 0.01% 950 0 0.0% Q2 2026 Aug 03, 2026
AssuredPartners Investment Advisors, LLC History No change 3,648 212 0.02% 0.02% 951 0 0.0% Q2 2026 Aug 10, 2026
Mutual Advisors, LLC History No change 3,640 211 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, LLC History No change 3,629 211 0.01% 0.01% 953 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History No change 3,636 211 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 14, 2026
Hanson & Doremus Investment Management History No change 3,604 210 0.02% 0.02% 955 0 0.0% Q2 2026 Jul 29, 2026
LifeWealth Investments, LLC History No change 3,624 210 0.06% 0.06% 956 0 0.0% Q2 2026 Jul 16, 2026
Balefire, LLC History Reduced 3,617 208 0.03% 0.04% 957 -858 -19.17% Q3 2026 Oct 09, 2026
Astra Wealth Partners LLC History No change 3,575 208 0.11% 0.11% 958 0 0.0% Q2 2026 Aug 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 3,517 204 0.02% 0.02% 959 0 0.0% Q2 2026 Jul 27, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 3,520 204 0.07% 0.07% 960 0 0.0% Q2 2026 Aug 03, 2026
Evelyn Partners Group Ltd History No change 3,502 204 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 07, 2026
Castleview Partners, LLC History Reduced 3,536 203 0.09% 0.09% 962 -9 -0.25% Q3 2026 Oct 09, 2026
Planning Center, Inc. History No change 3,504 203 0.02% 0.02% 963 0 0.0% Q2 2026 Jul 29, 2026
Register Financial Advisors LLC History No change 3,500 203 0.06% 0.06% 964 0 0.0% Q2 2026 Jul 15, 2026
Pine Harbor Wealth Management, LLC History No change 3,495 203 0.05% 0.05% 965 0 0.0% Q2 2026 Aug 13, 2026
JCIC Asset Management Inc. History No change 3,410 199 0.06% 0.06% 966 0 0.0% Q2 2026 Jul 17, 2026
NBT BANK, N.A. History No change 3,417 198 0.01% 0.01% 967 0 0.0% Q2 2026 Jul 29, 2026
Ashton Thomas Private Wealth, LLC History No change 3,393 197 0.0% 0.0% 968 0 0.0% Q2 2026 Jul 29, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,310 192 0.02% 0.02% 969 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 3,098 180 0.01% 0.01% 970 0 0.0% Q2 2026 Aug 11, 2026
Disciplina Capital Management LLC History No change 3,033 176 0.02% 0.02% 971 0 0.0% Q2 2026 Aug 10, 2026
CDKV HOLDINGS LLC History No change 3,032 176 0.14% 0.14% 972 0 0.0% Q2 2026 Jul 30, 2026
General Partner, Inc. History Added to 2,800 161 0.09% 0.08% 973 +100 3.7% Q3 2026 Oct 05, 2026
Meramec Financial Planners, LLC History No change 2,646 153 0.06% 0.06% 974 0 0.0% Q2 2026 Jul 28, 2026
Spire Wealth Management History No change 2,600 151 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 15, 2026
MidFirst Bank History No change 2,557 148 0.01% 0.01% 976 0 0.0% Q2 2026 Aug 07, 2026
Perkins Coie Trust Co History No change 2,522 146 0.02% 0.02% 977 0 0.0% Q2 2026 Jul 09, 2026
ASHTON THOMAS SECURITIES, LLC History No change 2,500 145 0.02% 0.02% 978 0 0.0% Q2 2026 Jul 27, 2026
Archer Investment Corp History No change 2,388 138 0.03% 0.03% 979 0 0.0% Q2 2026 Aug 03, 2026
BLUELINE ADVISORS LLC History No change 2,378 138 0.1% 0.1% 980 0 0.0% Q2 2026 Jul 27, 2026
Westchester Capital Management, Inc. History No change 2,295 133 0.02% 0.02% 981 0 0.0% Q2 2026 Jul 22, 2026
Topsail Wealth Management, LLC History No change 2,173 126 0.02% 0.02% 982 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 2,177 126 0.08% 0.08% 983 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 2,067 120 0.01% 0.01% 984 0 0.0% Q2 2026 Jul 28, 2026
Fairscale Capital, LLC History No change 2,033 118 0.07% 0.07% 985 0 0.0% Q2 2026 Aug 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,000 116 0.03% 0.03% 986 0 0.0% Q2 2026 Sep 02, 2026
AdvisorNet Financial, Inc History No change 1,929 112 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 23, 2026
Caldwell Trust Co History No change 1,798 104 0.01% 0.01% 988 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Investment Partners, Inc. History No change 1,772 103 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 13, 2026
WEBSTER BANK, N. A. History No change 1,679 97 0.01% 0.01% 990 0 0.0% Q2 2026 Jul 20, 2026
GFS Advisors, LLC History No change 13,508 96 0.01% 0.01% 991 0 0.0% Q2 2026 Aug 04, 2026
Dunhill Financial, LLC History No change 1,635 95 0.02% 0.02% 992 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 1,640 95 0.02% 0.02% 993 0 0.0% Q2 2026 Aug 04, 2026
BESSEMER GROUP INC History No change 1,592 93 0.0% 0.0% 994 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 1,600 93 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 06, 2026
Kingdom Financial Group LLC. History No change 1,609 93 0.02% 0.02% 996 0 0.0% Q2 2026 Aug 07, 2026
Align Financial, LLC History No change 1,565 91 0.05% 0.05% 997 0 0.0% Q2 2026 Jul 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,547 90 0.0% 0.0% 998 0 0.0% Q2 2026 Aug 12, 2026
Signature Equity Partners, LLC History No change 1,410 82 0.04% 0.04% 999 0 0.0% Q2 2026 Jul 30, 2026
Geneos Wealth Management Inc. History No change 1,382 80 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 06, 2026
Twin Lakes Capital Management, LLC History No change 1,358 79 0.03% 0.03% 1001 0 0.0% Q2 2026 Aug 17, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 1,341 78 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 1,332 77 0.0% 0.0% 1003 0 0.0% Q2 2026 Aug 12, 2026
FAS Wealth Partners, Inc. History No change 1,310 76 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 29, 2026
JFS WEALTH ADVISORS, LLC History No change 1,305 75 0.0% 0.0% 1005 0 0.0% Q2 2026 Jul 10, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 1,268 73 0.02% 0.02% 1006 0 0.0% Q2 2026 Jul 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,268 73 0.0% 0.0% 1007 0 0.0% Q2 2026 Jul 28, 2026
Centennial Bank/AR/ History No change 1,229 71 0.02% 0.02% 1008 0 0.0% Q2 2026 Aug 10, 2026
Downshift Financial, LLC History No change 1,197 69 0.03% 0.03% 1009 0 0.0% Q2 2026 Aug 12, 2026
VSM Wealth Advisory, LLC History No change 1,168 67 0.02% 0.02% 1010 0 0.0% Q2 2026 Jul 22, 2026
REAP Financial Group, LLC History No change 1,150 66 0.01% 0.01% 1011 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 1,075 62 0.05% 0.05% 1012 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 980 57 0.0% 0.0% 1013 0 0.0% Q2 2026 Sep 04, 2026
Avalon Trust Co History No change 985 57 0.0% 0.0% 1014 0 0.0% Q2 2026 Aug 06, 2026
Minot DeBlois Advisors LLC History No change 949 55 0.05% 0.05% 1015 0 0.0% Q2 2026 Aug 13, 2026
Lloyd Advisory Services, LLC. History No change 950 55 0.02% 0.02% 1016 0 0.0% Q2 2026 Aug 07, 2026
Wealth Enhancement Trust Services, Inc. History No change 969 55 0.01% 0.01% 1017 0 0.0% Q3 2026 Oct 07, 2026
Fairman Group, LLC History No change 938 54 0.04% 0.04% 1018 0 0.0% Q2 2026 Aug 04, 2026
Strategic Advocates LLC History No change 865 50 0.19% 0.19% 1019 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 850 49 0.0% 0.0% 1020 0 0.0% Q2 2026 Aug 06, 2026
Raleigh Capital Management Inc. History No change 828 48 0.02% 0.02% 1021 0 0.0% Q2 2026 Jul 21, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 814 47 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 03, 2026
Kilter Group LLC History No change 806 46 0.02% 0.02% 1023 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 792 45 0.01% 0.01% 1024 +3 0.38% Q3 2026 Oct 07, 2026
Nalls Sherbakoff Group, LLC History No change 741 43 0.03% 0.03% 1025 0 0.0% Q2 2026 Aug 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 714 41 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 687 39 0.03% 0.03% 1027 0 0.0% Q2 2026 Aug 04, 2026
Larson Financial Group LLC History No change 657 38 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 14, 2026
Olistico Wealth, LLC History Added to 601 34 0.01% 0.0% 1030 +574 2125.93% Q3 2026 Oct 05, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 598 34 0.0% 0.0% 1029 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History No change 575 33 0.0% 0.0% 1031 0 0.0% Q2 2026 Jul 21, 2026
GHP Investment Advisors, Inc. History No change 553 32 0.0% 0.0% 1032 0 0.0% Q2 2026 Jul 17, 2026
SIGNATUREFD, LLC History No change 553 32 0.0% 0.0% 1033 0 0.0% Q2 2026 Jul 23, 2026
Asset Dedication, LLC History No change 539 31 0.0% 0.0% 1034 0 0.0% Q2 2026 Jul 30, 2026
Orion Capital Management LLC History No change 537 31 0.01% 0.01% 1035 0 0.0% Q2 2026 Aug 17, 2026
Atlatl Advisers LLC History No change 536 31 0.01% 0.01% 1036 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 512 29 0.0% 0.0% 1037 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 486 28 0.0% 0.0% 1038 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Management Group, LLC History No change 484 28 0.01% 0.01% 1039 0 0.0% Q2 2026 Jul 27, 2026
VISION FINANCIAL MARKETS LLC History No change 451 26 0.02% 0.02% 1040 0 0.0% Q2 2026 Jul 24, 2026
Bangor Savings Bank History Reduced 437 25 0.0% 0.0% 1041 -63 -12.6% Q3 2026 Oct 06, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 414 24 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON-ALTUS USA INC. History No change 400 23 0.02% 0.02% 1043 0 0.0% Q2 2026 Sep 17, 2026
Medallion Wealth Advisors, LLC History No change 402 23 0.01% 0.01% 1044 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 379 22 0.0% 0.0% 1045 0 0.0% Q2 2026 Jul 09, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 381 22 0.01% 0.01% 1046 0 0.0% Q2 2026 Jul 17, 2026
Ascentis Wealth Management, LLC History No change 395 22 0.0% 0.0% 1047 0 0.0% Q2 2026 Jul 30, 2026
KELLEHER FINANCIAL ADVISORS History No change 360 20 0.0% 0.0% 1048 0 0.0% Q2 2026 Aug 06, 2026
Birchwood Financial Partners, Inc. History No change 350 20 0.02% 0.02% 1049 0 0.0% Q2 2026 Aug 06, 2026
Ameliora Wealth Management Ltd. History No change 300 17 0.01% 0.01% 1050 0 0.0% Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History No change 293 17 0.0% 0.0% 1051 0 0.0% Q2 2026 Jul 23, 2026
Nova Wealth Management, Inc. History No change 305 17 0.01% 0.01% 1052 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Planning Group LLC History No change 281 16 0.0% 0.0% 1053 0 0.0% Q2 2026 Jul 29, 2026
Murphy & Mullick Capital Management Corp History No change 289 16 0.01% 0.01% 1054 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 280 16 0.0% 0.0% 1055 0 0.0% Q2 2026 Jul 16, 2026
Community Financial Services Group, LLC History No change 275 15 0.0% 0.0% 1056 0 0.0% Q2 2026 Jul 09, 2026
MCDONALD PARTNERS LLC History No change 250 14 0.0% 0.0% 1057 0 0.0% Q2 2026 Jul 28, 2026
Investors Research Corp History No change 255 14 0.0% 0.0% 1058 0 0.0% Q3 2026 Oct 07, 2026
HFM Investment Advisors, LLC History No change 256 14 0.0% 0.0% 1059 0 0.0% Q2 2026 Aug 04, 2026
Nemes Rush Group LLC History No change 237 13 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 14, 2026
GK Wealth Management LLC History New 218 12 0.01% — 1062 +218 New Q3 2026 Oct 09, 2026
Aventura Private Wealth, LLC History No change 212 12 0.0% 0.0% 1061 0 0.0% Q2 2026 Jul 15, 2026
Eukles Asset Management History No change 204 11 0.0% 0.0% 1063 0 0.0% Q2 2026 Aug 05, 2026
NFSG Corp History No change 200 11 0.0% 0.0% 1064 0 0.0% Q2 2026 Aug 14, 2026
Networth Advisors, LLC History No change 191 11 0.01% 0.01% 1065 0 0.0% Q2 2026 Jul 22, 2026
Daiwa Securities Group Inc. History No change 187 10 0.0% 0.0% 1066 0 0.0% Q2 2026 Jul 31, 2026
Strategic Wealth Advisors LLC History No change 187 10 0.01% 0.01% 1067 0 0.0% Q2 2026 Aug 07, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 167 9 0.0% 0.0% 1068 0 0.0% Q2 2026 Jul 29, 2026
Strengthening Families & Communities, LLC History No change 155 9 0.0% 0.0% 1069 0 0.0% Q2 2026 Aug 11, 2026
Graney & King, LLC History No change 155 9 0.0% 0.0% 1070 0 0.0% Q2 2026 Aug 07, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 154 8 0.0% 0.0% 1071 0 0.0% Q2 2026 Jul 08, 2026
Key FInancial Inc History No change 143 8 0.0% 0.0% 1072 0 0.0% Q2 2026 Jul 24, 2026
Pacifica Partners Inc. History Reduced 135 7 0.0% 0.03% 1074 -1,600 -92.22% Q3 2026 Oct 08, 2026
UMB Bank, n.a. History No change 130 7 0.0% 0.0% 1073 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 130 7 0.0% 0.0% 1075 0 0.0% Q2 2026 Jul 14, 2026
Atomic Invest LLC History No change 130 7 0.0% 0.0% 1076 0 0.0% Q2 2026 Sep 25, 2026
Montgomery Financial Services LLC History No change 123 7 0.01% 0.01% 1077 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 118 6 0.0% 0.0% 1078 0 0.0% Q2 2026 Aug 13, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 116 6 0.0% 0.0% 1079 0 0.0% Q2 2026 Jul 22, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 103 5 0.0% 0.0% 1080 0 0.0% Q2 2026 Aug 14, 2026
MOTCO History No change 89 5 0.0% 0.0% 1081 0 0.0% Q2 2026 Jul 31, 2026
Mosley Wealth Management History No change 86 5 0.0% 0.0% 1082 0 0.0% Q2 2026 Jul 23, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 92 5 0.0% 0.0% 1083 0 0.0% Q2 2026 Aug 07, 2026
Founders Financial Alliance, LLC History No change 82 4 0.0% 0.0% 1084 0 0.0% Q2 2026 Aug 04, 2026
Colonial Trust Co / SC History No change 83 4 0.0% 0.0% 1085 0 0.0% Q2 2026 Aug 11, 2026
Golden State Wealth Management, LLC History No change 66 3 0.0% 0.0% 1086 0 0.0% Q2 2026 Jul 22, 2026
Lodestone Wealth Management LLC History No change 60 3 0.0% 0.0% 1087 0 0.0% Q2 2026 Jul 23, 2026
MRP Capital Investments, LLC History No change 57 3 0.0% 0.0% 1088 0 0.0% Q2 2026 Aug 10, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 59 3 0.0% 0.0% 1089 0 0.0% Q3 2026 Oct 09, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 28 2 0.0% 0.0% 1090 0 0.0% Q2 2026 Aug 07, 2026
Addison Advisors LLC History No change 44 2 0.0% 0.0% 1091 0 0.0% Q2 2026 Aug 10, 2026
Acumen Wealth Advisors, LLC History No change 38 2 0.0% 0.0% 1092 0 0.0% Q2 2026 Aug 03, 2026
IMA Advisory Services, Inc. History No change 32 1 0.0% 0.0% 1093 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 28 1 0.0% 0.0% 1094 0 0.0% Q2 2026 Aug 13, 2026
Harborfront Financial Group LLC History No change 28 1 0.0% 0.0% 1095 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 30 1 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 13, 2026
Timbuktu Capital Management, LLC History No change 34 1 0.0% 0.0% 1097 0 0.0% Q2 2026 Aug 13, 2026
Rye Brook Capital LLC History Closed out 0 0 — 0.21% — -5,100 -100.0% Q3 2026 Oct 07, 2026
Invariant Investment Management History Closed out 0 0 — 0.13% — -3,828 -100.0% Q3 2026 Oct 08, 2026
Cheviot Value Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Solstein Capital, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Rakuten Securities, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Vestwell Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026