VANGUARD SCOTTSDALE FUNDS - VMBS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 58,928,194 2,758,428 0.18% 0.18% 1 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 28,250,812 1,322,420 0.31% 0.31% 2 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 26,485,779 1,245,096 0.07% 0.07% 3 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 10,605,591 496,447 0.08% 0.08% 4 0 0.0% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History No change 10,216,170 478,219 0.4% 0.4% 5 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 9,746,512 456,234 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 8,804,599 412,143 0.71% 0.71% 7 0 0.0% Q2 2026 Jul 30, 2026
MATHER GROUP, LLC. History No change 8,499,381 397,856 3.47% 3.47% 8 0 0.0% Q2 2026 Jul 27, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,905,111 323,228 0.09% 0.09% 9 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 6,295,640 294,698 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5,693,728 266,523 4.9% 4.9% 11 0 0.0% Q2 2026 Aug 04, 2026
MORGAN STANLEY History No change 5,492,517 257,104 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 5,108,101 239,012 0.05% 0.05% 13 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 4,833,728 226,266 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 13, 2026
LINCOLN NATIONAL CORP History No change 3,880,622 181,651 4.65% 4.65% 15 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 3,144,439 147,191 1.39% 1.39% 16 0 0.0% Q2 2026 Aug 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,500,178 117,033 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 2,422,537 113,398 0.12% 0.12% 18 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 2,362,938 110,609 0.36% 0.36% 19 0 0.0% Q2 2026 Jul 28, 2026
GOLDMAN SACHS GROUP INC History No change 2,166,152 101,397 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,886,157 88,293 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 1,779,883 83,316 0.88% 0.88% 22 0 0.0% Q2 2026 Aug 06, 2026
Alesco Advisors, LLC, An ESL Co History No change 1,703,018 79,718 1.83% 1.83% 23 0 0.0% Q2 2026 Aug 05, 2026
Merit Financial Group, LLC History No change 1,619,728 75,819 0.46% 0.46% 24 0 0.0% Q2 2026 Jul 20, 2026
Ally Invest Advisors Inc. History No change 1,520,621 71,179 4.3% 4.3% 25 0 0.0% Q2 2026 Aug 13, 2026
CASTLEARK MANAGEMENT LLC History No change 1,487,800 69,643 1.88% 1.88% 26 0 0.0% Q2 2026 Aug 14, 2026
FIRST INTERSTATE BANK History No change 1,467,793 68,707 3.59% 3.59% 27 0 0.0% Q2 2026 Jul 24, 2026
Financial Engines Advisors L.L.C. History No change 1,399,365 65,504 0.12% 0.12% 28 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,355,000 63,428 0.15% 0.15% 29 0 0.0% Q2 2026 Jul 27, 2026
Cetera Investment Advisers History No change 1,300,292 60,866 0.06% 0.06% 30 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 1,295,464 60,640 0.06% 0.06% 31 0 0.0% Q2 2026 Aug 05, 2026
Angeles Investment Advisors, LLC History No change 1,210,865 56,680 3.4% 3.4% 32 0 0.0% Q2 2026 Jul 22, 2026
EP Wealth Advisors, LLC History No change 1,148,037 53,739 0.21% 0.21% 33 0 0.0% Q2 2026 Aug 11, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 1,087,794 50,919 3.43% 3.43% 34 0 0.0% Q2 2026 Jul 24, 2026
Bell Investment Advisors, Inc History No change 1,069,422 50,059 7.35% 7.35% 35 0 0.0% Q2 2026 Aug 06, 2026
Garde Capital, Inc. History No change 1,020,835 47,785 2.14% 2.14% 36 0 0.0% Q2 2026 Jul 31, 2026
Janney Montgomery Scott LLC History No change 1,012,323 47,387 0.09% 0.09% 37 0 0.0% Q2 2026 Aug 05, 2026
NorthRock Partners, LLC History No change 970,465 45,427 0.66% 0.66% 38 0 0.0% Q2 2026 Aug 11, 2026
Bell Bank History No change 967,430 45,285 1.73% 1.73% 39 0 0.0% Q2 2026 Jul 15, 2026
BANK OF HAWAII History No change 936,753 43,849 2.16% 2.16% 40 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 914,540 42,826 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 14, 2026
SOFI WEALTH, LLC History No change 867,101 40,589 1.63% 1.63% 42 0 0.0% Q2 2026 Aug 10, 2026
Kestra Investment Management, LLC History No change 859,919 40,252 0.78% 0.78% 43 0 0.0% Q2 2026 Aug 05, 2026
Diversify Advisory Services, LLC History No change 867,745 40,159 0.67% 0.67% 44 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 867,745 40,159 0.67% 0.67% 45 0 0.0% Q2 2026 Jul 29, 2026
MANNING & NAPIER ADVISORS LLC History No change 836,947 39,344 0.5% 0.5% 46 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 840,336 39,025 0.07% 0.07% 47 0 0.0% Q2 2026 Jul 15, 2026
TRUIST FINANCIAL CORP History No change 822,300 38,491 0.05% 0.05% 48 0 0.0% Q2 2026 Jul 28, 2026
1832 Asset Management L.P. History No change 821,240 38,442 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 816,589 38,224 0.06% 0.06% 50 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 807,948 37,820 0.29% 0.29% 51 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 760,848 35,615 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 742,284 34,746 0.17% 0.17% 53 0 0.0% Q2 2026 Sep 23, 2026
Goodman Financial Corp History No change 732,842 34,304 5.3% 5.3% 54 0 0.0% Q2 2026 Jul 29, 2026
Evergreen Advisors, LLC History No change 714,446 33,443 7.14% 7.14% 55 0 0.0% Q2 2026 Aug 04, 2026
SYON CAPITAL LLC History No change 698,411 32,692 1.42% 1.42% 56 0 0.0% Q2 2026 Aug 14, 2026
FIRST FINANCIAL BANKSHARES INC History No change 697,422 32,646 0.61% 0.61% 57 0 0.0% Q2 2026 Aug 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 681,746 31,912 0.4% 0.4% 58 0 0.0% Q2 2026 Jul 24, 2026
HBK Sorce Advisory LLC History No change 669,524 30,938 0.59% 0.59% 59 0 0.0% Q2 2026 Aug 06, 2026
POWER WEALTH MANAGEMENT LLC History No change 658,862 30,841 10.6% 10.6% 60 0 0.0% Q2 2026 Aug 03, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 652,168 30,527 10.9% 10.9% 61 0 0.0% Q2 2026 Aug 07, 2026
COURIER CAPITAL LLC History No change 615,210 28,797 1.44% 1.44% 62 0 0.0% Q2 2026 Jul 16, 2026
Pathstone Holdings, LLC History No change 562,991 26,353 0.08% 0.08% 63 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 544,568 25,491 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 07, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 525,552 24,601 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 07, 2026
Savvy Advisors, Inc. History No change 522,340 24,450 0.52% 0.52% 66 0 0.0% Q2 2026 Aug 03, 2026
Baker Avenue Asset Management, LP History No change 501,186 23,460 0.44% 0.44% 67 0 0.0% Q2 2026 Jul 28, 2026
SeaBridge Investment Advisors LLC History No change 499,622 23,387 3.38% 3.38% 68 0 0.0% Q2 2026 Jul 17, 2026
Intelligence Driven Advisers, LLC History No change 495,921 23,214 3.77% 3.77% 69 0 0.0% Q2 2026 Aug 06, 2026
ST GERMAIN D J CO INC History No change 494,591 23,151 0.83% 0.83% 70 0 0.0% Q2 2026 Jul 21, 2026
Triad Wealth Partners, LLC History No change 499,229 22,974 1.35% 1.35% 71 0 0.0% Q2 2026 Aug 10, 2026
Zurich Insurance Group Ltd/FI History No change 467,648 21,876 0.15% 0.15% 72 0 0.0% Q2 2026 Aug 14, 2026
PROFFITT & GOODSON INC History No change 465,598 21,794 2.99% 2.99% 73 0 0.0% Q2 2026 Jul 22, 2026
CreativeOne Wealth, LLC History No change 464,458 21,741 0.47% 0.47% 74 0 0.0% Q2 2026 Aug 13, 2026
Hamilton Capital, LLC History No change 463,399 21,691 1.07% 1.07% 75 0 0.0% Q2 2026 Aug 17, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 436,568 20,435 2.95% 2.95% 76 0 0.0% Q2 2026 Jul 29, 2026
Acropolis Investment Management, LLC History No change 431,704 20,208 0.8% 0.8% 77 0 0.0% Q2 2026 Jul 16, 2026
ALLIANCEBERNSTEIN L.P. History No change 422,983 19,859 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
Whitcomb & Hess, Inc. History No change 420,735 19,694 4.25% 4.25% 79 0 0.0% Q2 2026 Jul 08, 2026
Clark Asset Management, LLC History No change 419,593 19,641 1.54% 1.54% 80 0 0.0% Q2 2026 Jul 07, 2026
RKL Wealth Management LLC History No change 412,846 19,325 1.54% 1.54% 81 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Advisors / MI History No change 405,224 18,968 1.15% 1.15% 82 0 0.0% Q2 2026 Aug 14, 2026
United Asset Strategies, Inc. History No change 402,952 18,862 1.33% 1.33% 83 0 0.0% Q2 2026 Jul 13, 2026
Quantum Financial Advisors, LLC History No change 401,594 18,798 1.86% 1.86% 84 0 0.0% Q2 2026 Jul 08, 2026
Rialto Wealth Management, LLC History No change 396,019 18,537 3.67% 3.67% 85 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 395,481 18,516 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 14, 2026
MA Private Wealth History No change 387,032 18,116 2.7% 2.7% 87 0 0.0% Q2 2026 Jul 28, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 385,450 17,950 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 07, 2026
Connecticut Wealth Management, LLC History No change 372,730 17,447 0.65% 0.65% 89 0 0.0% Q2 2026 Jul 29, 2026
Onyx Bridge Wealth Group LLC History No change 365,376 17,103 1.54% 1.54% 90 0 0.0% Q2 2026 Jul 23, 2026
OLD NATIONAL BANCORP /IN/ History No change 360,149 16,858 0.34% 0.34% 91 0 0.0% Q2 2026 Jul 15, 2026
Robinswood Financial LLC History No change 350,470 16,405 4.7% 4.7% 92 0 0.0% Q2 2026 Jul 14, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 349,217 16,346 2.29% 2.29% 93 0 0.0% Q2 2026 Aug 06, 2026
Family CFO Inc History No change 346,727 16,230 6.25% 6.25% 94 0 0.0% Q2 2026 Jul 20, 2026
Windward Private Wealth Management Inc. History No change 345,088 16,153 5.17% 5.17% 95 0 0.0% Q2 2026 Aug 04, 2026
1834 INVESTMENT ADVISORS CO History No change 344,888 16,144 1.83% 1.83% 96 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Advisors, LLC History No change 339,899 15,910 0.05% 0.05% 97 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 339,221 15,878 0.26% 0.26% 98 0 0.0% Q2 2026 Jul 31, 2026
FEDERATED HERMES, INC. History No change 338,547 15,847 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 337,411 15,794 0.07% 0.07% 100 0 0.0% Q2 2026 Aug 11, 2026
STALEY CAPITAL ADVISERS INC History No change 332,625 15,570 0.61% 0.61% 101 0 0.0% Q2 2026 Aug 11, 2026
eCIO, Inc. History No change 332,623 15,570 4.38% 4.38% 102 0 0.0% Q2 2026 Jul 27, 2026
Strategic Blueprint, LLC History No change 329,236 15,411 0.77% 0.77% 103 0 0.0% Q2 2026 Jul 23, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 328,187 15,362 3.94% 3.94% 104 0 0.0% Q2 2026 Jul 15, 2026
Perigon Wealth Management, LLC History No change 323,024 15,120 0.24% 0.24% 105 0 0.0% Q2 2026 Aug 07, 2026
Vectors Research Management, LLC History No change 320,040 14,981 3.91% 3.91% 106 0 0.0% Q2 2026 Jul 29, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 319,916 14,975 8.21% 8.21% 107 0 0.0% Q2 2026 Jul 21, 2026
Betterment LLC History No change 318,938 14,929 0.03% 0.03% 108 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History No change 316,376 14,809 0.5% 0.5% 109 0 0.0% Q2 2026 Jul 30, 2026
FLC Capital Advisors History No change 307,701 14,403 2.32% 2.32% 110 0 0.0% Q2 2026 Jul 20, 2026
Allspring Global Investments Holdings, LLC History No change 291,033 13,570 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 288,722 13,515 0.06% 0.06% 112 0 0.0% Q2 2026 Aug 18, 2026
Level Financial Advisors History No change 287,255 13,446 3.0% 3.0% 113 0 0.0% Q2 2026 Jul 15, 2026
FIRST AMERICAN TRUST, FSB History No change 278,761 13,048 0.79% 0.79% 114 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 277,622 12,995 0.02% 0.02% 115 0 0.0% Q2 2026 Jul 29, 2026
Modern Wealth Management, LLC History No change 272,711 12,765 0.15% 0.15% 116 0 0.0% Q2 2026 Aug 13, 2026
1607 Capital Partners, LLC History No change 265,040 12,406 1.08% 1.08% 117 0 0.0% Q2 2026 Sep 02, 2026
Mutual Advisors, LLC History No change 257,677 12,061 0.23% 0.23% 118 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 247,999 11,608 0.12% 0.12% 119 0 0.0% Q2 2026 Jul 28, 2026
Evolution Advisers, Inc. History No change 247,486 11,584 4.26% 4.26% 120 0 0.0% Q2 2026 Jul 31, 2026
Cerity Partners LLC History No change 239,524 11,212 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 234,343 10,967 0.05% 0.05% 122 0 0.0% Q2 2026 Aug 14, 2026
United Capital Management of KS, Inc. History No change 233,846 10,946 1.43% 1.43% 123 0 0.0% Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 230,300 10,781 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Wealth Strategies, LLC History No change 230,103 10,771 5.74% 5.74% 125 0 0.0% Q2 2026 Jul 23, 2026
Kestra Advisory Services, LLC History No change 226,509 10,602 0.03% 0.03% 126 0 0.0% Q2 2026 Jul 28, 2026
OneAscent Financial Services LLC History No change 225,706 10,565 0.51% 0.51% 127 0 0.0% Q2 2026 Aug 11, 2026
VCI Wealth Management LLC History No change 220,560 10,324 2.59% 2.59% 128 0 0.0% Q2 2026 Aug 04, 2026
PFG Advisors History No change 219,383 10,269 0.52% 0.52% 129 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History No change 218,364 10,222 0.08% 0.08% 130 0 0.0% Q2 2026 Jul 17, 2026
EverSource Wealth Advisors, LLC History No change 212,186 9,932 0.33% 0.33% 131 0 0.0% Q2 2026 Jul 24, 2026
ALPS ADVISORS INC History No change 207,758 9,725 0.05% 0.05% 132 0 0.0% Q2 2026 Jul 29, 2026
Mendota Financial Group, LLC History No change 203,848 9,542 5.91% 5.91% 133 0 0.0% Q2 2026 Jul 09, 2026
MassMutual Private Wealth & Trust, FSB History No change 203,493 9,525 0.25% 0.25% 134 0 0.0% Q2 2026 Jul 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 200,962 9,407 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 19, 2026
Sanctuary Advisors, LLC History No change 197,414 9,240 0.04% 0.04% 136 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 194,013 9,081 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 10, 2026
ONE Advisory Partners, LLC History No change 190,328 8,909 2.42% 2.42% 138 0 0.0% Q2 2026 Jul 21, 2026
Cravens & Co Advisors, LLC History No change 186,288 8,720 5.85% 5.85% 139 0 0.0% Q2 2026 Aug 12, 2026
ZACKS INVESTMENT MANAGEMENT History No change 186,205 8,716 0.06% 0.06% 140 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 183,726 8,636 0.28% 0.28% 141 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 184,300 8,627 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
SWS Partners History No change 181,005 8,472 1.83% 1.83% 143 0 0.0% Q2 2026 Aug 03, 2026
SIMON QUICK ADVISORS, LLC History No change 177,887 8,326 0.34% 0.34% 144 0 0.0% Q2 2026 Jul 28, 2026
Marion Wealth Management History No change 175,588 8,219 1.67% 1.67% 145 0 0.0% Q2 2026 Jul 16, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 174,495 8,168 0.4% 0.4% 146 0 0.0% Q2 2026 Jul 20, 2026
Sovereign Investment Advisors, LLC History No change 173,909 8,140 1.53% 1.53% 147 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 171,111 8,009 0.06% 0.06% 148 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 169,563 7,937 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
Brookstone Capital Management History No change 168,163 7,871 0.08% 0.08% 150 0 0.0% Q2 2026 Jul 15, 2026
Arrowroot Family Office, LLC History No change 165,388 7,741 2.22% 2.22% 151 0 0.0% Q2 2026 Aug 06, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 160,132 7,495 0.74% 0.74% 152 0 0.0% Q2 2026 Jul 28, 2026
EFG International AG History No change 159,767 7,478 0.14% 0.14% 153 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Group, Inc. History No change 158,658 7,426 3.46% 3.46% 154 0 0.0% Q2 2026 Jul 15, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 158,484 7,418 0.88% 0.88% 155 0 0.0% Q2 2026 Aug 05, 2026
Connecticut Capital Management Group, LLC History No change 156,665 7,333 5.91% 5.91% 156 0 0.0% Q2 2026 Jul 17, 2026
Hilltop Partners LLC History No change 155,925 7,298 1.77% 1.77% 157 0 0.0% Q2 2026 Aug 05, 2026
Prospera Financial Services Inc History No change 154,412 7,228 0.1% 0.1% 158 0 0.0% Q2 2026 Jul 15, 2026
SigFig Wealth Management, LLC History No change 148,909 7,000 0.19% 0.19% 159 0 0.0% Q2 2026 Jul 07, 2026
Bay Harbor Wealth Management, LLC History No change 149,175 6,982 1.61% 1.61% 160 0 0.0% Q2 2026 Jul 28, 2026
PLANWISER FINANCIAL, LLC History No change 146,485 6,856 4.76% 4.76% 161 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 145,611 6,816 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 07, 2026
Hobart Private Capital, LLC History No change 145,496 6,810 1.17% 1.17% 163 0 0.0% Q2 2026 Jul 06, 2026
Centennial Bank/AR/ History No change 144,350 6,757 2.17% 2.17% 164 0 0.0% Q2 2026 Aug 10, 2026
GeoWealth Management, LLC History No change 144,337 6,756 0.21% 0.21% 165 0 0.0% Q2 2026 Jul 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 141,706 6,633 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 135,377 6,347 0.11% 0.11% 167 0 0.0% Q2 2026 Aug 13, 2026
Unison Advisors LLC History No change 134,964 6,317 0.44% 0.44% 168 0 0.0% Q2 2026 Jul 22, 2026
Sovereign Financial Group, Inc. History No change 134,927 6,315 0.97% 0.97% 169 0 0.0% Q2 2026 Jul 24, 2026
Parker Financial LLC History No change 131,299 6,145 2.25% 2.25% 170 0 0.0% Q2 2026 Aug 03, 2026
Prudent Man Advisors, LLC History No change 130,330 6,100 1.39% 1.39% 171 0 0.0% Q2 2026 Aug 05, 2026
DiPaolo Financial Group, Inc. History No change 129,184 6,047 3.95% 3.95% 172 0 0.0% Q2 2026 Jul 09, 2026
HARBOUR INVESTMENTS, INC. History No change 126,188 5,906 0.08% 0.08% 173 0 0.0% Q2 2026 Aug 12, 2026
SWP FINANCIAL LLC History No change 125,850 5,891 2.72% 2.72% 174 0 0.0% Q2 2026 Jul 24, 2026
Chandler Asset Management, Inc. History No change 125,475 5,873 0.83% 0.83% 175 0 0.0% Q2 2026 Aug 07, 2026
HSBC HOLDINGS PLC History No change 123,808 5,795 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
Premier Path Wealth Partners, LLC History No change 119,832 5,609 0.65% 0.65% 177 0 0.0% Q2 2026 Jul 21, 2026
WESBANCO BANK INC History No change 119,161 5,577 0.14% 0.14% 178 0 0.0% Q2 2026 Jul 28, 2026
LEUTHOLD GROUP, LLC History No change 117,868 5,517 0.55% 0.55% 179 0 0.0% Q2 2026 Aug 04, 2026
Finhabits Advisors LLC History No change 117,741 5,511 4.63% 4.63% 180 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 116,908 5,472 0.04% 0.04% 181 0 0.0% Q2 2026 Aug 10, 2026
Signal Advisors Wealth, LLC History No change 114,480 5,358 0.27% 0.27% 182 0 0.0% Q2 2026 Aug 04, 2026
Financial Gravity Companies, Inc. History No change 114,456 5,357 0.87% 0.87% 183 0 0.0% Q2 2026 Aug 05, 2026
NewSquare Capital LLC History No change 112,708 5,275 0.39% 0.39% 184 0 0.0% Q2 2026 Jul 28, 2026
First Financial Bank - Trust Division History Reduced 118,428 5,259 0.38% 0.4% 185 -620 -0.52% Q3 2026 Oct 01, 2026
Vestmark Advisory Solutions, Inc. History No change 111,090 5,200 0.05% 0.05% 186 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 108,169 5,063 0.17% 0.17% 187 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 107,644 5,038 0.03% 0.03% 188 0 0.0% Q2 2026 Sep 08, 2026
Forthright Family Wealth Advisory LLC History No change 107,074 5,012 2.84% 2.84% 189 0 0.0% Q2 2026 Jul 16, 2026
SAGE RHINO CAPITAL LLC History No change 106,687 4,994 0.81% 0.81% 190 0 0.0% Q2 2026 Aug 03, 2026
OneAscent Investment Solutions LLC History No change 106,272 4,974 4.71% 4.71% 191 0 0.0% Q2 2026 Aug 11, 2026
Financial Plan, Inc. History No change 103,640 4,851 0.46% 0.46% 192 0 0.0% Q2 2026 Aug 14, 2026
Aspire Private Capital, LLC History No change 103,313 4,836 1.0% 1.0% 193 0 0.0% Q2 2026 Jul 15, 2026
Arcadia Wealth Management, LLC History No change 102,116 4,780 1.5% 1.5% 194 0 0.0% Q2 2026 Jul 20, 2026
Leeward Financial Partners, LLC History No change 101,397 4,746 1.25% 1.25% 195 0 0.0% Q2 2026 Aug 06, 2026
J.W. COLE ADVISORS, INC. History No change 101,274 4,740 0.08% 0.08% 196 0 0.0% Q2 2026 Jul 21, 2026
SECURITY BENEFIT LIFE INSURANCE CO /KS/ History No change 100,000 4,681 2.58% 2.58% 197 0 0.0% Q2 2026 Jul 23, 2026
Concurrent Investment Advisors, LLC History No change 99,321 4,649 0.04% 0.04% 198 0 0.0% Q2 2026 Jul 27, 2026
Unify Financial Advisors History No change 97,572 4,567 4.22% 4.22% 199 0 0.0% Q2 2026 Jul 21, 2026
Accurate Wealth Management, LLC History No change 96,360 4,474 0.43% 0.43% 200 0 0.0% Q2 2026 Jul 14, 2026
Diversified Portfolios, Inc. History No change 95,439 4,467 0.32% 0.32% 201 0 0.0% Q2 2026 Aug 04, 2026
Columbus Macro, LLC History No change 94,549 4,425 0.43% 0.43% 202 0 0.0% Q2 2026 Jul 22, 2026
CAPTRUST FINANCIAL ADVISORS History No change 93,763 4,389 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 13, 2026
Center For Asset Management LLC History No change 92,823 4,344 1.93% 1.93% 204 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 89,091 4,181 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 88,920 4,162 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 04, 2026
Vise Technologies, Inc. History No change 88,754 4,154 0.05% 0.05% 207 0 0.0% Q2 2026 Aug 10, 2026
Alternative Investment Advisors, LLC. History No change 87,940 4,116 1.56% 1.56% 208 0 0.0% Q2 2026 Aug 31, 2026
SEI INVESTMENTS CO History No change 86,467 4,047 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
Beverly Hills Private Wealth, LLC History No change 86,243 4,037 0.77% 0.77% 210 0 0.0% Q2 2026 Aug 06, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 85,270 3,991 0.63% 0.63% 211 0 0.0% Q2 2026 Aug 06, 2026
Seneca Financial Advisors LLC History No change 85,235 3,989 1.04% 1.04% 212 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Financial Management LLC History No change 84,458 3,953 3.17% 3.17% 213 0 0.0% Q2 2026 Aug 28, 2026
RATIONAL ADVISORS, INC. History No change 84,165 3,939 0.36% 0.36% 214 0 0.0% Q2 2026 Jul 24, 2026
First Heartland Consultants, Inc. History No change 83,568 3,911 0.25% 0.25% 215 0 0.0% Q2 2026 Jul 08, 2026
Checchi Capital Advisers, LLC History No change 81,511 3,815 0.17% 0.17% 216 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Management, Inc. History No change 81,279 3,804 1.17% 1.17% 217 0 0.0% Q2 2026 Jul 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 80,357 3,761 0.04% 0.04% 218 0 0.0% Q2 2026 Aug 14, 2026
FC Advisory LLC History No change 79,930 3,741 0.99% 0.99% 219 0 0.0% Q2 2026 Jul 09, 2026
Bragg Financial Advisors, Inc History No change 79,225 3,708 0.1% 0.1% 220 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 78,556 3,677 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
Rockbridge Investment Management, LCC History No change 77,144 3,611 0.29% 0.29% 222 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 77,171 3,568 0.09% 0.09% 223 0 0.0% Q2 2026 Jul 14, 2026
Grey Ledge Advisors, LLC History No change 73,138 3,423 0.69% 0.69% 224 0 0.0% Q2 2026 Jul 27, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 72,557 3,396 0.34% 0.34% 225 0 0.0% Q2 2026 Jul 31, 2026
VestGen Advisors, LLC History No change 72,303 3,384 0.1% 0.1% 226 0 0.0% Q2 2026 Aug 11, 2026
Strategic Financial Partners, Ltd. History No change 71,959 3,368 1.27% 1.27% 227 0 0.0% Q2 2026 Aug 03, 2026
Claro Advisors Inc. History No change 71,102 3,328 0.35% 0.35% 228 0 0.0% Q2 2026 Jul 30, 2026
Sequoia Financial Advisors, LLC History No change 70,501 3,300 0.02% 0.02% 229 0 0.0% Q2 2026 Jul 17, 2026
Advisory Services Network, LLC History No change 69,991 3,276 0.04% 0.04% 230 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History No change 69,923 3,273 0.03% 0.03% 231 0 0.0% Q2 2026 Jul 21, 2026
Elevated Capital Advisors, LLC History No change 69,468 3,251 0.89% 0.89% 232 0 0.0% Q2 2026 Aug 03, 2026
Hirtle & Co., LLC History No change 67,313 3,150 0.1% 0.1% 233 0 0.0% Q2 2026 Aug 14, 2026
BALLAST ADVISORS LLC History No change 67,166 3,144 0.75% 0.75% 234 0 0.0% Q2 2026 Aug 12, 2026
EQUITY INVESTMENT CORP History No change 65,475 3,064 0.06% 0.06% 235 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 65,287 3,056 0.03% 0.03% 236 0 0.0% Q2 2026 Aug 03, 2026
Brindle & Bay Financial Advisors, LLC History No change 64,940 3,039 1.52% 1.52% 237 0 0.0% Q2 2026 Jul 20, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 63,833 2,988 0.27% 0.27% 238 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 63,745 2,983 0.03% 0.03% 239 0 0.0% Q2 2026 Jul 29, 2026
Bulwark Capital Corp History No change 63,273 2,961 1.67% 1.67% 240 0 0.0% Q2 2026 Jul 06, 2026
Composition Wealth, LLC History No change 63,219 2,959 0.03% 0.03% 241 0 0.0% Q2 2026 Jul 22, 2026
Graetz Wealth LLC History No change 61,558 2,881 2.3% 2.3% 242 0 0.0% Q2 2026 Aug 13, 2026
Seek First Inc. History No change 61,010 2,855 1.8% 1.8% 243 0 0.0% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History No change 59,864 2,802 0.02% 0.02% 244 0 0.0% Q2 2026 Aug 14, 2026
Fort Point Capital Partners LLC History No change 59,063 2,764 0.19% 0.19% 245 0 0.0% Q2 2026 Aug 14, 2026
TriaGen Wealth Management LLC History No change 58,705 2,747 0.69% 0.69% 246 0 0.0% Q2 2026 Jul 21, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 57,907 2,677 2.1% 2.1% 247 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 57,018 2,669 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 03, 2026
WFA of San Diego, LLC History No change 57,319 2,655 2.17% 2.17% 249 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 56,494 2,644 0.26% 0.26% 250 0 0.0% Q2 2026 Aug 13, 2026
Gateway Wealth Partners, LLC History No change 56,405 2,640 0.16% 0.16% 251 0 0.0% Q2 2026 Aug 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 56,321 2,636 0.19% 0.19% 252 0 0.0% Q2 2026 Aug 03, 2026
Seed Wealth Management, Inc. History No change 55,670 2,605 1.65% 1.65% 253 0 0.0% Q2 2026 Jul 27, 2026
Retirement Wealth Solutions LLC History No change 55,483 2,597 1.43% 1.43% 254 0 0.0% Q2 2026 Jul 07, 2026
FIFTH THIRD BANCORP History No change 55,324 2,589 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 05, 2026
Hopwood Nicholas Hunter History No change 54,870 2,568 0.7% 0.7% 256 0 0.0% Q2 2026 Aug 14, 2026
TRAN CAPITAL MANAGEMENT, L.P. History No change 54,362 2,544 0.29% 0.29% 257 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 53,961 2,525 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 53,853 2,520 0.03% 0.03% 259 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 53,142 2,487 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 17, 2026
Keystone Global Partners, LLC History No change 52,490 2,457 0.93% 0.93% 261 0 0.0% Q2 2026 Jul 16, 2026
Thrive Capital Management, LLC History No change 51,721 2,421 0.46% 0.46% 262 0 0.0% Q2 2026 Aug 05, 2026
Collaborative Fund Advisors, LLC History No change 51,651 2,417 1.41% 1.41% 263 0 0.0% Q2 2026 Jul 30, 2026
CGN Advisors LLC History No change 51,138 2,393 0.17% 0.17% 264 0 0.0% Q2 2026 Jul 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 50,662 2,371 0.09% 0.09% 265 0 0.0% Q2 2026 Jul 21, 2026
Focus Partners Advisor Solutions, LLC History No change 49,821 2,332 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 06, 2026
LifePlan Financial, LLC History No change 49,480 2,316 1.62% 1.62% 267 0 0.0% Q2 2026 Jul 21, 2026
Greenspring Advisors, LLC History No change 48,605 2,275 0.13% 0.13% 268 0 0.0% Q2 2026 Aug 11, 2026
Capital Analysts, LLC History No change 48,013 2,247 0.05% 0.05% 269 0 0.0% Q2 2026 Aug 05, 2026
D.B. Root & Company, LLC History No change 47,981 2,245 0.48% 0.48% 270 0 0.0% Q2 2026 Aug 13, 2026
Veridan Wealth LLC History No change 47,901 2,242 0.76% 0.76% 271 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 46,903 2,195 0.36% 0.36% 272 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 46,796 2,190 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History No change 45,548 2,132 0.18% 0.18% 274 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 45,342 2,122 0.01% 0.01% 275 0 0.0% Q2 2026 Jul 27, 2026
Ridgewood Investments LLC History No change 45,203 2,115 0.79% 0.79% 276 0 0.0% Q2 2026 Aug 03, 2026
Western Wealth Management, LLC History No change 43,341 2,028 0.07% 0.07% 277 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 43,145 2,019 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
AlTi Global, Inc. History No change 42,562 1,992 0.04% 0.04% 279 0 0.0% Q2 2026 Aug 05, 2026
BDFS Capital LLC History No change 42,141 1,972 0.86% 0.86% 280 0 0.0% Q2 2026 Jul 15, 2026
PETRA FINANCIAL ADVISORS INC History No change 41,420 1,938 0.9% 0.9% 281 0 0.0% Q2 2026 Jul 24, 2026
ENTRUST FINANCIAL LLC History No change 41,052 1,921 1.25% 1.25% 282 0 0.0% Q2 2026 Jul 20, 2026
Security Financial Services, INC. History No change 40,714 1,905 0.26% 0.26% 283 0 0.0% Q2 2026 Jul 15, 2026
A4 Wealth Advisors LLC History No change 40,132 1,878 1.25% 1.25% 284 0 0.0% Q2 2026 Jul 28, 2026
Adams Wealth Management History No change 39,998 1,872 0.36% 0.36% 285 0 0.0% Q2 2026 Aug 10, 2026
Regal Investment Advisors LLC History No change 39,987 1,871 0.1% 0.1% 286 0 0.0% Q2 2026 Aug 14, 2026
Lutz Financial Services LLC History No change 39,757 1,861 0.11% 0.11% 287 0 0.0% Q2 2026 Aug 05, 2026
M Holdings Securities, Inc. History No change 38,990 1,833 0.25% 0.25% 288 0 0.0% Q2 2026 Aug 11, 2026
Randall & Associates Wealth Management History No change 38,743 1,813 1.12% 1.12% 289 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 38,651 1,809 0.02% 0.02% 290 0 0.0% Q2 2026 Jul 22, 2026
OBSIDIAN CIO, LLC History No change 38,431 1,798 1.34% 1.34% 291 0 0.0% Q2 2026 Aug 03, 2026
Inspire Advisors, LLC History No change 38,001 1,776 0.12% 0.12% 292 0 0.0% Q2 2026 Aug 13, 2026
AlphaStar Capital Management, LLC History No change 37,370 1,749 0.11% 0.11% 293 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 37,289 1,745 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 10, 2026
LAZARD ASSET MANAGEMENT LLC History No change 36,794 1,722 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 14, 2026
AXS Investments LLC History No change 36,522 1,709 0.48% 0.48% 296 0 0.0% Q2 2026 Aug 10, 2026
City State Bank History No change 36,472 1,707 0.39% 0.39% 297 0 0.0% Q2 2026 Jul 14, 2026
HANCOCK WHITNEY CORP History No change 36,447 1,706 0.03% 0.03% 298 0 0.0% Q2 2026 Aug 14, 2026
NI ACQUISITIONS COMPANY, LLC History No change 13,240 1,701 0.73% 0.73% 299 0 0.0% Q2 2026 Aug 05, 2026
Oakmont Advisory Group, LLC History No change 36,162 1,692 1.42% 1.42% 300 0 0.0% Q2 2026 Aug 03, 2026
CONNING INC. History No change 36,000 1,685 0.05% 0.05% 301 0 0.0% Q2 2026 Jul 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 35,884 1,679 0.03% 0.03% 302 0 0.0% Q2 2026 Jul 23, 2026
B. Riley Wealth Advisors, Inc. History No change 35,357 1,662 0.09% 0.09% 303 0 0.0% Q2 2026 Jul 14, 2026
BlueSky Wealth Advisors, LLC History No change 35,076 1,641 0.19% 0.19% 304 0 0.0% Q2 2026 Jul 28, 2026
Westfuller Advisors, LLC History No change 33,553 1,570 0.57% 0.57% 305 0 0.0% Q2 2026 Jul 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 33,000 1,544 0.0% 0.0% 306 0 0.0% Q2 2026 Sep 09, 2026
BANK OF MONTREAL /CAN/ History No change 32,608 1,526 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 12, 2026
SAX WEALTH ADVISORS, LLC History No change 31,939 1,499 0.06% 0.06% 308 0 0.0% Q2 2026 Jul 09, 2026
BRIGHTON SECURITIES CORP. History No change 31,886 1,492 0.64% 0.64% 309 0 0.0% Q2 2026 Jul 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 31,886 1,492 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 07, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 31,805 1,488 0.99% 0.99% 311 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 31,705 1,484 0.1% 0.1% 312 0 0.0% Q2 2026 Jul 21, 2026
Resonant Capital Advisors, LLC History No change 31,160 1,458 0.07% 0.07% 313 0 0.0% Q2 2026 Jul 24, 2026
Verdence Capital Advisors LLC History No change 31,128 1,457 0.08% 0.08% 314 0 0.0% Q2 2026 Jul 29, 2026
Farringdon Capital, Ltd. History No change 30,504 1,427 0.71% 0.71% 315 0 0.0% Q2 2026 Aug 12, 2026
BLB&B Advisors, LLC History No change 30,419 1,423 0.05% 0.05% 316 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 29,957 1,402 0.02% 0.02% 317 0 0.0% Q2 2026 Aug 06, 2026
Accel Wealth Management History No change 29,933 1,401 0.32% 0.32% 318 0 0.0% Q2 2026 Jul 10, 2026
Summit Wealth Group, LLC History No change 29,528 1,382 0.28% 0.28% 319 0 0.0% Q2 2026 Aug 04, 2026
Centurion Wealth Management LLC History No change 28,714 1,344 0.32% 0.32% 320 0 0.0% Q2 2026 Jul 09, 2026
COMMERCE BANK History No change 28,548 1,336 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 12, 2026
Central Pacific Bank - Trust Division History No change 28,440 1,331 0.14% 0.14% 322 0 0.0% Q2 2026 Jul 07, 2026
MONEY CONCEPTS CAPITAL CORP History No change 28,216 1,320 0.06% 0.06% 323 0 0.0% Q2 2026 Aug 04, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 28,123 1,316 0.37% 0.37% 324 0 0.0% Q2 2026 Aug 12, 2026
Noble Wealth Partners LLC History No change 27,482 1,286 1.12% 1.12% 325 0 0.0% Q2 2026 Jul 24, 2026
AdvisorNet Financial, Inc History No change 27,392 1,282 0.06% 0.06% 326 0 0.0% Q2 2026 Jul 23, 2026
Midwest Financial Group LLC History No change 27,190 1,272 0.45% 0.45% 327 0 0.0% Q2 2026 Jul 21, 2026
GUGGENHEIM CAPITAL LLC History No change 27,169 1,271 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Partners, LLC History No change 26,954 1,261 0.28% 0.28% 329 0 0.0% Q2 2026 Jul 22, 2026
Entruity Wealth, LLC History No change 26,875 1,258 0.81% 0.81% 330 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 26,842 1,256 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 13, 2026
Talon Private Wealth, LLC History No change 26,744 1,251 0.15% 0.15% 332 0 0.0% Q2 2026 Sep 11, 2026
Balboa Wealth Partners History No change 26,186 1,225 0.17% 0.17% 333 0 0.0% Q2 2026 Aug 10, 2026
Outlook Wealth Advisors, LLC History No change 25,947 1,214 0.26% 0.26% 334 0 0.0% Q2 2026 Aug 03, 2026
Global Wealth Management Investment Advisory, Inc. History No change 25,879 1,211 0.17% 0.17% 335 0 0.0% Q2 2026 Jul 29, 2026
Prosperity Planning, Inc. History No change 25,617 1,199 0.27% 0.27% 336 0 0.0% Q2 2026 Jul 10, 2026
Geneos Wealth Management Inc. History No change 25,351 1,186 0.02% 0.02% 337 0 0.0% Q2 2026 Aug 06, 2026
Schwallier Wealth Management LLC History No change 25,175 1,178 0.74% 0.74% 338 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 24,373 1,140 0.15% 0.15% 339 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History No change 24,286 1,136 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 11, 2026
Edgestream Partners, L.P. History No change 23,627 1,105 0.03% 0.03% 341 0 0.0% Q2 2026 Aug 11, 2026
Rothschild Wealth LLC History No change 23,233 1,087 0.09% 0.09% 342 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 23,041 1,078 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 12, 2026
Kovack Advisors, Inc. History No change 23,132 1,077 0.05% 0.05% 344 0 0.0% Q2 2026 Jul 28, 2026
Crabel Capital Management, LLC History No change 22,709 1,063 0.78% 0.78% 345 0 0.0% Q2 2026 Aug 13, 2026
Ullmann Wealth Partners Group, LLC History No change 22,446 1,050 0.1% 0.1% 346 0 0.0% Q2 2026 Aug 10, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 22,392 1,048 0.26% 0.26% 347 0 0.0% Q2 2026 Jul 24, 2026
LifePlan Investment Advisors, Inc. History No change 22,052 1,032 0.36% 0.36% 348 0 0.0% Q2 2026 Aug 11, 2026
HT Partners LLC History No change 22,023 1,030 0.29% 0.29% 349 0 0.0% Q2 2026 Jul 16, 2026
Essential Planning, LLC. History No change 21,818 1,021 0.29% 0.29% 350 0 0.0% Q2 2026 Aug 03, 2026
OpenArc Corporate Advisory, LLC History No change 21,404 1,001 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 21,024 984 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 13, 2026
GENESIS PRIVATE WEALTH, LLC History No change 20,827 974 0.27% 0.27% 353 0 0.0% Q2 2026 Jul 13, 2026
Sigma Planning Corp History No change 20,759 971 0.02% 0.02% 354 0 0.0% Q2 2026 Aug 07, 2026
MAI Capital Management History No change 19,873 930 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 19,543 914 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 15, 2026
CFO4Life Group, LLC History No change 19,501 912 0.12% 0.12% 357 0 0.0% Q2 2026 Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 19,317 904 0.01% 0.01% 358 0 0.0% Q2 2026 Jul 28, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 19,086 893 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History No change 18,800 880 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Asset Management, LLC History No change 18,257 854 0.19% 0.19% 361 0 0.0% Q2 2026 Jul 09, 2026
Saranac Partners Ltd History No change 18,203 852 0.25% 0.25% 362 0 0.0% Q2 2026 Aug 13, 2026
Banque Transatlantique SA History No change 18,182 851 0.02% 0.02% 363 0 0.0% Q2 2026 Jul 30, 2026
Global Financial Private Client, LLC History No change 17,990 842 0.23% 0.23% 364 0 0.0% Q2 2026 Jul 20, 2026
ROCKLAND TRUST CO History No change 17,805 833 0.03% 0.03% 365 0 0.0% Q2 2026 Jul 08, 2026
ARWA LLC History No change 17,919 832 0.35% 0.35% 366 0 0.0% Q2 2026 Jul 24, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 17,709 828 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 13, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 17,453 816 0.65% 0.65% 368 0 0.0% Q2 2026 Aug 06, 2026
Certified Advisory Corp History No change 17,309 810 0.07% 0.07% 369 0 0.0% Q2 2026 Jul 16, 2026
Arete Wealth Advisors, LLC History No change 17,259 807 0.05% 0.05% 370 0 0.0% Q2 2026 Aug 12, 2026
Chesley Taft & Associates LLC History No change 16,831 787 0.03% 0.03% 371 0 0.0% Q2 2026 Jul 08, 2026
Gotham Asset Management, LLC History No change 16,765 784 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
Hexagon Capital Partners LLC History No change 16,524 773 0.11% 0.11% 373 0 0.0% Q2 2026 Aug 06, 2026
ASHTON THOMAS SECURITIES, LLC History No change 16,444 770 0.11% 0.11% 374 0 0.0% Q2 2026 Jul 27, 2026
Fairlight Advisors History No change 16,283 762 0.62% 0.62% 375 0 0.0% Q2 2026 Jul 24, 2026
Advyzon Investment Management, LLC History No change 16,262 761 0.06% 0.06% 376 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 24,649 760 0.06% 0.06% 377 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 16,158 756 0.02% 0.02% 378 0 0.0% Q2 2026 Aug 04, 2026
Avise Financial Cooperative, Inc. History No change 16,082 752 0.53% 0.53% 379 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 15,995 748 0.06% 0.06% 380 0 0.0% Q2 2026 Aug 14, 2026
Roger Wittlin Investment Advisory, LLC History No change 15,953 746 0.59% 0.59% 381 0 0.0% Q2 2026 Jul 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 15,717 735 0.02% 0.02% 382 0 0.0% Q2 2026 Aug 10, 2026
Alteri Wealth LLC History No change 15,519 726 0.2% 0.2% 383 0 0.0% Q2 2026 Jul 29, 2026
Advisory Alpha, LLC History No change 14,986 702 0.02% 0.02% 384 0 0.0% Q2 2026 Aug 11, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 14,981 701 0.09% 0.09% 385 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History No change 14,707 688 0.09% 0.09% 386 0 0.0% Q2 2026 Jul 23, 2026
Avidian Wealth Enterprises, LLC History No change 14,572 682 0.02% 0.02% 387 0 0.0% Q2 2026 Jul 24, 2026
Tortoise Investment Management, LLC History No change 14,489 678 0.05% 0.05% 388 0 0.0% Q2 2026 Aug 07, 2026
Navigation Wealth Management, Inc. History No change 14,152 662 0.91% 0.91% 389 0 0.0% Q2 2026 Jul 16, 2026
Proactive Wealth Strategies LLC History No change 14,118 660 0.11% 0.11% 390 0 0.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History No change 13,707 641 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 03, 2026
RWA WEALTH PARTNERS, LLC History No change 13,600 636 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 07, 2026
ALTFEST L J & CO INC History No change 13,562 634 0.06% 0.06% 393 0 0.0% Q2 2026 Jul 30, 2026
BAM Wealth Management, LLC History No change 13,541 633 0.4% 0.4% 394 0 0.0% Q2 2026 Jul 14, 2026
Trivium Point Advisory, LLC History No change 13,423 628 0.06% 0.06% 395 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 13,366 625 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 13,274 621 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 13, 2026
Ellis Investment Partners, LLC History No change 13,224 619 0.09% 0.09% 398 0 0.0% Q2 2026 Aug 05, 2026
IVC Wealth Advisors LLC History No change 13,142 615 0.24% 0.24% 399 0 0.0% Q2 2026 Jul 14, 2026
TFB Advisors LLC History No change 12,976 607 0.27% 0.27% 400 0 0.0% Q2 2026 Aug 06, 2026
OneDigital Investment Advisors LLC History No change 12,864 602 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 12,852 601 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 12,856 601 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 12, 2026
BENJAMIN EDWARDS INC History No change 12,836 600 0.01% 0.01% 404 0 0.0% Q2 2026 Jul 24, 2026
Apella Capital, LLC History No change 12,871 597 0.01% 0.01% 405 0 0.0% Q2 2026 Jul 08, 2026
Quadrature Capital Ltd History No change 12,569 588 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 06, 2026
Jacobs Equity LLC History No change 12,558 587 0.41% 0.41% 407 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 12,517 585 0.01% 0.01% 408 0 0.0% Q2 2026 Jul 15, 2026
Argyle Capital Partners, LLC History No change 12,412 580 0.37% 0.37% 409 0 0.0% Q2 2026 Aug 07, 2026
Disciplined Investments, LLC History No change 12,074 565 0.18% 0.18% 410 0 0.0% Q2 2026 Aug 07, 2026
Faithward Advisors, LLC History No change 11,977 560 0.07% 0.07% 411 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 11,922 558 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 11,837 554 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 11,816 553 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
WT Wealth Management History No change 11,765 550 0.15% 0.15% 415 0 0.0% Q2 2026 Jul 22, 2026
RCS Financial Planning, LLC History No change 11,667 546 0.26% 0.26% 416 0 0.0% Q2 2026 Jul 22, 2026
Cresset Asset Management, LLC History No change 11,482 537 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 14, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 11,250 526 0.19% 0.19% 418 0 0.0% Q2 2026 Aug 11, 2026
GUIDANCE CAPITAL, INC History No change 11,333 526 0.11% 0.11% 419 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Advisors Inc. History No change 11,201 524 0.09% 0.09% 420 0 0.0% Q2 2026 Jul 16, 2026
Ausdal Financial Partners, Inc. History No change 11,042 516 0.02% 0.02% 421 0 0.0% Q2 2026 Aug 14, 2026
Trust Point Inc. History No change 10,759 503 0.04% 0.04% 422 0 0.0% Q2 2026 Jul 08, 2026
Summit Global Investments History No change 10,667 499 0.03% 0.03% 423 0 0.0% Q2 2026 Aug 03, 2026
Koshinski Asset Management, Inc. History No change 10,406 487 0.03% 0.03% 424 0 0.0% Q2 2026 Jul 27, 2026
Seelaus Asset Management LLC History No change 10,400 486 0.34% 0.34% 425 0 0.0% Q2 2026 Jul 16, 2026
Dynamic Advisor Solutions LLC History No change 10,373 485 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 07, 2026
Moors & Cabot, Inc. History No change 10,314 482 0.02% 0.02% 427 0 0.0% Q2 2026 Aug 10, 2026
Eagle Bay Advisors LLC History No change 10,222 478 0.36% 0.36% 428 0 0.0% Q2 2026 Aug 03, 2026
XY Planning Network, Inc. History No change 10,227 478 0.06% 0.06% 429 0 0.0% Q2 2026 Jul 14, 2026
Braun-Bostich & Associates Inc. History No change 10,111 473 0.26% 0.26% 430 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Bancorp, Inc. History No change 10,027 469 0.12% 0.12% 431 0 0.0% Q2 2026 Jul 28, 2026
Meridian Wealth Partners, LLC History No change 10,022 469 0.06% 0.06% 432 0 0.0% Q2 2026 Aug 12, 2026
Gladstone Institutional Advisory LLC History No change 9,798 458 0.01% 0.01% 433 0 0.0% Q2 2026 Jul 27, 2026
Venture Visionary Partners LLC History No change 9,781 457 0.01% 0.01% 434 0 0.0% Q2 2026 Jul 27, 2026
WAYSTONE ADVISORS LLC History No change 9,606 449 0.33% 0.33% 435 0 0.0% Q2 2026 Jul 16, 2026
M1 Capital Management LLC History No change 9,485 443 0.16% 0.16% 436 0 0.0% Q2 2026 Aug 11, 2026
WNY Asset Management, LLC History No change 9,400 440 0.04% 0.04% 437 0 0.0% Q2 2026 Aug 17, 2026
Corient Private Wealth LP History No change 9,346 437 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 27, 2026
PACIFIC FINANCIAL GROUP INC History No change 9,125 427 0.2% 0.2% 439 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 9,136 427 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 10, 2026
Southland Equity Partners LLC History No change 9,110 426 0.07% 0.07% 441 0 0.0% Q2 2026 Jul 13, 2026
WHITTIER TRUST CO History No change 9,061 422 0.0% 0.0% 442 0 0.0% Q2 2026 Jul 27, 2026
True North Advisors, LLC History No change 8,935 418 0.04% 0.04% 443 0 0.0% Q2 2026 Jul 22, 2026
Balefire, LLC History No change 8,940 418 0.07% 0.07% 444 0 0.0% Q2 2026 Jul 07, 2026
Carnegie Investment Counsel History No change 8,887 415 0.01% 0.01% 445 0 0.0% Q2 2026 Jul 30, 2026
Fortitude Advisory Group L.L.C. History No change 8,811 412 0.16% 0.16% 446 0 0.0% Q2 2026 Jul 22, 2026
Northstar Advisory Group, LLC History No change 8,796 411 0.13% 0.13% 447 0 0.0% Q2 2026 Jul 14, 2026
Argent Trust Co History No change 8,667 405 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 8,750 403 0.05% 0.05% 449 0 0.0% Q2 2026 Jul 29, 2026
D.A. DAVIDSON & CO. History No change 8,596 402 0.0% 0.0% 450 0 0.0% Q2 2026 Jul 24, 2026
Florida Trust Wealth Management Co History No change 8,605 402 0.01% 0.01% 451 0 0.0% Q2 2026 Jul 27, 2026
Stirlingshire Investments, Inc. History No change 8,571 401 0.3% 0.3% 452 0 0.0% Q2 2026 Jul 31, 2026
NWAM LLC History No change 8,346 390 0.02% 0.02% 453 0 0.0% Q2 2026 Jul 23, 2026
Steelhead Wealth Management LLC History No change 8,223 384 0.15% 0.15% 454 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 8,197 383 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 04, 2026
CENTAURUS FINANCIAL, INC. History No change 8,065 378 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 17, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 8,053 376 0.1% 0.1% 457 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History No change 7,968 372 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 11, 2026
UMB Bank, n.a. History No change 7,929 371 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 13, 2026
Walleye Partners, LLC History No change 7,863 368 0.42% 0.42% 460 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 7,834 367 0.0% 0.0% 461 0 0.0% Q2 2026 Jul 20, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 7,790 364 0.2% 0.2% 462 0 0.0% Q2 2026 Jul 23, 2026
UNIQUE WEALTH, LLC History No change 7,772 363 0.04% 0.04% 463 0 0.0% Q2 2026 Jul 21, 2026
VestGen Investment Management History No change 7,716 361 0.19% 0.19% 464 0 0.0% Q2 2026 Jul 31, 2026
IFP Advisors, Inc History No change 7,728 361 0.01% 0.01% 465 0 0.0% Q2 2026 Jul 20, 2026
Rehmann Capital Advisory Group History No change 7,705 360 0.02% 0.02% 466 0 0.0% Q2 2026 Aug 20, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 7,698 360 0.04% 0.04% 467 0 0.0% Q2 2026 Aug 13, 2026
Sequent Planning LLC History No change 7,656 358 0.08% 0.08% 468 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 7,592 355 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 06, 2026
SEEDS INVESTOR LLC History No change 7,603 355 0.04% 0.04% 470 0 0.0% Q2 2026 Aug 12, 2026
Atlatl Advisers LLC History No change 7,572 354 0.08% 0.08% 471 0 0.0% Q2 2026 Jul 22, 2026
INTEGRITY ALLIANCE, LLC. History No change 7,489 350 0.01% 0.01% 472 0 0.0% Q2 2026 Jul 31, 2026
SHAYNE & JACOBS, LLC History No change 7,444 348 0.1% 0.1% 473 0 0.0% Q2 2026 Jul 07, 2026
SIMA Wealth Partners, LLC History No change 7,444 348 0.25% 0.25% 474 0 0.0% Q2 2026 Jul 28, 2026
Acorn Wealth Advisors, LLC History No change 7,417 347 0.08% 0.08% 475 0 0.0% Q2 2026 Jul 30, 2026
Silver Grove Financial Group, Inc. History No change 7,227 338 0.18% 0.18% 476 0 0.0% Q2 2026 Aug 13, 2026
WORLD EQUITY GROUP, INC. History No change 7,210 337 0.08% 0.08% 477 0 0.0% Q2 2026 Jul 09, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 7,200 337 0.17% 0.17% 478 0 0.0% Q2 2026 Jul 21, 2026
Ponta Wealth Partners, LLC History No change 7,196 336 0.18% 0.18% 479 0 0.0% Q2 2026 Aug 12, 2026
Econ Financial Services Corp History No change 7,152 334 0.16% 0.16% 480 0 0.0% Q2 2026 Jul 23, 2026
United Advisor Group, LLC History No change 7,110 332 0.04% 0.04% 481 0 0.0% Q2 2026 Jul 29, 2026
Emergent Wealth Advisors, LLC History No change 7,089 331 0.17% 0.17% 482 0 0.0% Q2 2026 Jul 13, 2026
Cassilly Financial Group LLC History No change 7,076 331 0.24% 0.24% 483 0 0.0% Q2 2026 Jul 15, 2026
BROWN ADVISORY INC History No change 7,071 330 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 7,066 330 0.05% 0.05% 485 0 0.0% Q2 2026 Jul 21, 2026
FIFTH THIRD SECURITIES, INC. History No change 6,980 326 0.02% 0.02% 486 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Advisory Services, LLC History No change 6,962 325 0.02% 0.02% 487 0 0.0% Q2 2026 Jul 23, 2026
Snowden Capital Advisors LLC History No change 6,937 324 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 13, 2026
WEST MICHIGAN ADVISORS, LLC History No change 6,841 320 0.06% 0.06% 489 0 0.0% Q2 2026 Aug 21, 2026
TWO SIGMA SECURITIES, LLC History No change 6,831 319 0.03% 0.03% 490 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 6,782 317 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 13, 2026
CULTIVAR CAPITAL, INC. History No change 6,755 316 0.2% 0.2% 492 0 0.0% Q2 2026 Jul 07, 2026
Stratos Wealth Advisors, LLC History No change 6,640 310 0.02% 0.02% 493 0 0.0% Q2 2026 Aug 11, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 6,611 309 0.18% 0.18% 494 0 0.0% Q2 2026 Aug 10, 2026
Pure Financial Advisors, LLC History No change 6,529 305 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 6,460 302 0.01% 0.01% 496 0 0.0% Q2 2026 Jul 31, 2026
PATTEN & PATTEN INC/TN History No change 6,305 295 0.02% 0.02% 497 0 0.0% Q2 2026 Aug 05, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 6,206 290 0.05% 0.05% 498 0 0.0% Q2 2026 Jul 29, 2026
Turtle Creek Wealth Advisors, LLC History No change 6,120 286 0.02% 0.02% 499 0 0.0% Q2 2026 Jul 27, 2026
DELTA FINANCIAL ADVISORS LLC History No change 6,074 284 0.07% 0.07% 500 0 0.0% Q2 2026 Aug 05, 2026
Legacy Edge Advisors, LLC History No change 6,002 280 0.03% 0.03% 501 0 0.0% Q2 2026 Aug 11, 2026
Walkner Condon Financial Advisors LLC History No change 5,907 276 0.03% 0.03% 502 0 0.0% Q2 2026 Jul 27, 2026
GC Wealth Management RIA, LLC History No change 5,880 275 0.02% 0.02% 503 0 0.0% Q2 2026 Jul 16, 2026
BARRETT & COMPANY, INC. History No change 5,852 273 0.08% 0.08% 504 0 0.0% Q2 2026 Jul 24, 2026
Buck Wealth Strategies, LLC History No change 5,743 268 0.03% 0.03% 505 0 0.0% Q2 2026 Jul 30, 2026
REAP Financial Group, LLC History No change 5,745 268 0.05% 0.05% 506 0 0.0% Q2 2026 Aug 04, 2026
CoreCap Advisors, LLC History No change 5,711 267 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,660 264 0.01% 0.01% 508 0 0.0% Q2 2026 Jul 23, 2026
Hardworking Capital Advisors, LLC History No change 5,627 263 0.21% 0.21% 509 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL LIFE ADVISORS History No change 5,562 260 0.07% 0.07% 510 0 0.0% Q2 2026 Jul 28, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 5,500 257 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 5,494 257 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 5,471 256 0.01% 0.01% 513 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 5,404 252 0.01% 0.01% 514 0 0.0% Q2 2026 Jul 15, 2026
Wealthfront Advisers LLC History No change 5,376 251 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 07, 2026
Axis Wealth Partners, LLC History No change 5,358 250 0.12% 0.12% 516 0 0.0% Q2 2026 Jul 28, 2026
21 West Wealth Management LLC History No change 5,347 250 0.21% 0.21% 517 0 0.0% Q2 2026 Jul 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 5,309 248 0.02% 0.02% 518 0 0.0% Q2 2026 Aug 07, 2026
Vantage Point Financial LLC History No change 5,318 248 0.08% 0.08% 519 0 0.0% Q2 2026 Aug 14, 2026
Montis Financial, LLC History No change 5,279 247 0.05% 0.05% 520 0 0.0% Q2 2026 Aug 05, 2026
Wealthcare Advisory Partners LLC History No change 5,205 243 0.0% 0.0% 521 0 0.0% Q2 2026 Jul 09, 2026
Wealthspire Retirement, LLC History No change 5,200 243 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 12, 2026
Redwood Investment Management, LLC History No change 5,100 239 0.02% 0.02% 523 0 0.0% Q2 2026 Aug 14, 2026
Merited Wealth, LLC History No change 5,079 237 0.17% 0.17% 524 0 0.0% Q2 2026 Aug 14, 2026
Yoffe Investment Management, LLC History No change 5,051 236 0.27% 0.27% 525 0 0.0% Q2 2026 Jul 09, 2026
Clear Creek Financial Management, LLC History No change 5,015 234 0.02% 0.02% 526 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Financial Partners, Inc. History No change 4,992 233 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 14, 2026
Elite Life Management LLC History No change 5,040 232 0.27% 0.27% 528 0 0.0% Q2 2026 Aug 06, 2026
Capital Asset Managemnet, LLC History No change 4,920 230 0.52% 0.52% 529 0 0.0% Q2 2026 Jul 24, 2026
Carter Financial Group, INC. History No change 4,893 229 0.12% 0.12% 530 0 0.0% Q2 2026 Jul 30, 2026
Sowell Financial Services LLC History No change 4,835 226 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 4,813 225 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 22, 2026
Successful Portfolios LLC History No change 4,860 225 0.11% 0.11% 533 0 0.0% Q2 2026 Jul 14, 2026
Freedom Investment Management, Inc. History No change 4,792 224 0.06% 0.06% 534 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Advisors, LLC History No change 4,792 224 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 11, 2026
Phoenix Financial Ltd. History No change 4,787 224 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 4,758 222 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 14, 2026
GDS Wealth Management History No change 4,740 221 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 13, 2026
FSA Advisors, Inc. History No change 4,668 218 0.1% 0.1% 539 0 0.0% Q2 2026 Aug 17, 2026
Strive Financial Group ,LLC History No change 4,617 216 0.09% 0.09% 540 0 0.0% Q2 2026 Aug 14, 2026
Oregon Pacific Wealth Management, LLC History No change 4,598 215 0.2% 0.2% 541 0 0.0% Q2 2026 Jul 22, 2026
Rossby Financial, LCC History No change 4,573 214 0.04% 0.04% 542 0 0.0% Q2 2026 Aug 04, 2026
PKS Advisory Services, LLC History No change 4,540 212 0.03% 0.03% 543 0 0.0% Q2 2026 Aug 04, 2026
Strategic Wealth Partners, Ltd. History No change 4,538 212 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 12, 2026
Decker Retirement Planning Inc. History No change 4,549 212 0.07% 0.07% 545 0 0.0% Q2 2026 Jul 16, 2026
McKinley Carter Wealth Services, Inc. History No change 4,517 211 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 4,522 211 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History No change 4,476 209 0.02% 0.02% 548 0 0.0% Q2 2026 Jul 28, 2026
Clean Yield Group History No change 4,482 209 0.05% 0.05% 549 0 0.0% Q2 2026 Aug 05, 2026
Caitlin John, LLC History No change 4,477 209 0.11% 0.11% 550 0 0.0% Q2 2026 Aug 17, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 4,432 208 0.03% 0.03% 551 0 0.0% Q2 2026 Aug 05, 2026
VERUS CAPITAL PARTNERS, LLC History No change 4,392 205 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 06, 2026
MONECO ADVISORS, LLC History No change 4,347 203 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 4,321 202 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 13, 2026
Thompson David Blair History No change 4,311 201 0.1% 0.1% 555 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 4,308 200 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 3,876 181 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 12, 2026
KERR FINANCIAL PLANNING Corp History No change 3,872 181 0.2% 0.2% 558 0 0.0% Q2 2026 Jul 02, 2026
Ironwood Wealth Management, LLC. History No change 3,765 176 0.04% 0.04% 559 0 0.0% Q2 2026 Jul 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,743 174 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 22, 2026
Raleigh Capital Management Inc. History No change 3,628 169 0.05% 0.05% 561 0 0.0% Q2 2026 Jul 21, 2026
Atlantic Union Bankshares Corp History No change 3,587 167 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History Reduced 3,525 156 0.01% 0.03% 563 -4,087 -53.69% Q3 2026 Oct 01, 2026
Ashton Thomas Private Wealth, LLC History No change 3,353 156 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 29, 2026
Atomic Invest LLC History No change 3,266 153 0.01% 0.01% 565 0 0.0% Q2 2026 Sep 25, 2026
Advisors Asset Management, Inc. History No change 3,260 152 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
Imprint Wealth LLC History No change 3,098 145 0.59% 0.59% 567 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 3,089 144 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 06, 2026
CARDIFF PARK ADVISORS, LLC History No change 2,931 137 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 2,698 126 0.01% 0.01% 570 0 0.0% Q2 2026 Jul 22, 2026
Archer Investment Corp History No change 2,514 117 0.02% 0.02% 571 0 0.0% Q2 2026 Aug 03, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,463 115 0.03% 0.03% 572 0 0.0% Q2 2026 Aug 27, 2026
SBI Securities Co., Ltd. History No change 2,357 110 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 22, 2026
ROGCO, LP History No change 2,288 107 0.03% 0.03% 574 0 0.0% Q2 2026 Jul 30, 2026
BLAIR WILLIAM & CO/IL History No change 2,266 106 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 11, 2026
IMA Advisory Services, Inc. History No change 2,246 105 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 10, 2026
Piscataqua Savings Bank History No change 2,249 105 0.07% 0.07% 577 0 0.0% Q2 2026 Jul 09, 2026
Richard W. Paul & Associates, LLC History No change 2,253 105 0.03% 0.03% 578 0 0.0% Q2 2026 Aug 10, 2026
Solstein Capital, LLC History No change 2,189 102 0.03% 0.03% 579 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Capital Management, LLC History No change 2,064 97 0.02% 0.02% 580 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 2,047 95 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 05, 2026
Institute for Wealth Management, LLC. History No change 2,029 94 0.01% 0.01% 582 0 0.0% Q2 2026 Jul 28, 2026
Front Row Advisors LLC History No change 2,000 92 0.03% 0.03% 583 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 1,847 86 0.02% 0.02% 584 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 1,854 86 0.02% 0.02% 585 0 0.0% Q2 2026 Aug 14, 2026
Kilter Group LLC History No change 1,804 84 0.03% 0.03% 586 0 0.0% Q2 2026 Aug 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 1,748 81 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 10, 2026
FAS Wealth Partners, Inc. History No change 1,647 77 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,465 68 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 10, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,345 62 0.04% 0.04% 590 0 0.0% Q2 2026 Jul 21, 2026
CDKV HOLDINGS LLC History No change 1,222 57 0.04% 0.04% 591 0 0.0% Q2 2026 Jul 30, 2026
CULLEN/FROST BANKERS, INC. History No change 1,152 53 0.0% 0.0% 592 0 0.0% Q2 2026 Jul 27, 2026
Wells Financial Advisors INC History No change 1,153 53 0.49% 0.49% 593 0 0.0% Q2 2026 Jul 23, 2026
Pioneer Family Office, LLC History No change 1,140 53 0.03% 0.03% 594 0 0.0% Q2 2026 Jul 27, 2026
Dunhill Financial, LLC History No change 1,118 52 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 07, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,107 51 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 12, 2026
DUNCKER STREETT & CO INC History No change 1,040 48 0.01% 0.01% 597 0 0.0% Q2 2026 Jul 28, 2026
Founders Financial Alliance, LLC History No change 1,028 48 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 04, 2026
1620 INVESTMENT ADVISORS, INC. History No change 1,028 48 0.03% 0.03% 599 0 0.0% Q2 2026 Jul 14, 2026
HUNTINGTON NATIONAL BANK History No change 983 46 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 985 46 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Wealth Planning Services, Inc. History No change 942 44 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 07, 2026
Quest 10 Wealth Builders, Inc. History No change 813 38 0.03% 0.03% 603 0 0.0% Q2 2026 Jul 24, 2026
Millstone Evans Group, LLC History No change 829 38 0.02% 0.02% 604 0 0.0% Q2 2026 Aug 11, 2026
Rosenberg Matthew Hamilton History No change 748 35 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 17, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 767 35 0.02% 0.02% 606 0 0.0% Q2 2026 Jul 21, 2026
Truvestments Capital LLC History No change 693 31 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 12, 2026
MilWealth Group LLC History No change 631 29 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 03, 2026
WELLINGTON-ALTUS USA INC. History No change 605 28 0.02% 0.02% 609 0 0.0% Q2 2026 Sep 17, 2026
Breakwater Investment Management History No change 590 27 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 06, 2026
TIAA Wealth Investment Management LLC History No change 578 27 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 10, 2026
Asset Dedication, LLC History No change 565 26 0.0% 0.0% 612 0 0.0% Q2 2026 Jul 30, 2026
Kingdom Financial Group LLC. History No change 570 26 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 07, 2026
CITY HOLDING CO History No change 550 25 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 10, 2026
Golden State Wealth Management, LLC History No change 546 25 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 22, 2026
Balentine LLC History No change 523 24 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 06, 2026
Glen Eagle Advisors, LLC History No change 530 24 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 14, 2026
Murphy & Mullick Capital Management Corp History No change 517 24 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 14, 2026
BARD ASSOCIATES INC History No change 510 23 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 11, 2026
Bangor Savings Bank History No change 507 23 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 06, 2026
LRI Investments, LLC History No change 509 23 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 485 22 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 13, 2026
First PREMIER Bank History No change 470 22 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 15, 2026
SYM FINANCIAL Corp History No change 467 21 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 04, 2026
TOMPKINS FINANCIAL CORP History No change 462 21 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 15, 2026
SOA Wealth Advisors, LLC. History No change 465 21 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 21, 2026
Main Street Group, LTD History No change 465 21 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 13, 2026
CITIGROUP INC History No change 440 20 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 03, 2026
SIGNATUREFD, LLC History No change 432 20 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 23, 2026
ESL Trust Services, LLC History No change 429 20 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 399 18 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 03, 2026
Colonial Trust Co / SC History No change 403 18 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 392 18 0.01% 0.01% 633 0 0.0% Q2 2026 Jul 30, 2026
Anchor Investment Management, LLC History No change 371 17 0.0% 0.0% 634 0 0.0% Q2 2026 Sep 15, 2026
Lodestone Wealth Management LLC History No change 367 17 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 23, 2026
Napier Financial, LLC History No change 373 17 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 31, 2026
Parkside Financial Bank & Trust History No change 362 16 0.0% 0.0% 637 0 0.0% Q2 2026 Sep 04, 2026
Westside Investment Management, Inc. History No change 363 16 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 27, 2026
Frazier Financial Advisors, LLC History No change 361 16 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 10, 2026
Signature Resources Capital Management, LLC History No change 332 15 0.01% 0.01% 640 0 0.0% Q2 2026 Jul 13, 2026
Godfrey Financial Associates, Inc. History No change 324 15 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 11, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 335 15 0.01% 0.01% 642 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 305 14 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 12, 2026
United Community Bank History No change 303 14 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 278 13 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 13, 2026
BLUELINE ADVISORS LLC History No change 291 13 0.01% 0.01% 646 0 0.0% Q2 2026 Jul 27, 2026
Ares Financial Consulting, LLC History No change 275 12 0.01% 0.01% 647 0 0.0% Q2 2026 Jul 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 249 11 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 16, 2026
WealthShield Partners, LLC History No change 254 11 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 12, 2026
REICON WEALTH ADVISORS, LLC History No change 241 11 0.01% 0.01% 650 0 0.0% Q2 2026 Jul 29, 2026
VALLEY WEALTH MANAGERS, INC. History No change 218 10 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 04, 2026
EASTERN BANK History No change 225 10 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 01, 2026
Clark Wealth Partners History No change 216 10 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 28, 2026
Harborfront Financial Group LLC History No change 210 9 0.03% 0.03% 654 0 0.0% Q2 2026 Aug 07, 2026
Inspire Investing, LLC History No change 187 8 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 173 8 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 07, 2026
Fourth Dimension Wealth, LLC History No change 171 8 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 31, 2026
PROSPERITY BANCSHARES INC History No change 169 7 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 160 7 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 152 7 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 07, 2026
BFSG, LLC History No change 165 7 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 20, 2026
EPG Wealth Management LLC History No change 163 7 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 28, 2026
WOLFF WIESE MAGANA LLC History No change 155 7 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 13, 2026
Hoese & Co LLP History No change 162 7 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 156 7 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 130 6 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 13, 2026
Nova Wealth Management, Inc. History No change 131 6 0.0% 0.0% 667 0 0.0% Q2 2026 Jul 13, 2026
Avion Wealth History No change 107 5 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 31, 2026
Tidemark, LLC History No change 108 5 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 10, 2026
Wiser Advisor Group LLC History No change 107 5 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 14, 2026
TOEWS CORP /ADV History No change 102 4 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 10, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 99 4 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 08, 2026
Cordant, Inc. History No change 96 4 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 14, 2026
Crews Bank & Trust History No change 100 4 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 16, 2026
ROTHSCHILD INVESTMENT LLC History No change 81 3 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 73 3 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 14, 2026
ALBION FINANCIAL GROUP /UT History No change 72 3 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 63 3 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 16, 2026
AlphaCore Capital LLC History No change 83 3 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 06, 2026
Realta Investment Advisors History No change 78 3 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 20, 2026
Key FInancial Inc History No change 68 3 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 24, 2026
AMERIFLEX GROUP, INC. History No change 70 3 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 13, 2026
Networth Advisors, LLC History No change 80 3 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 22, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 55 2 0.0% 0.0% 684 0 0.0% Q2 2026 Sep 02, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 47 2 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 16, 2026
Bogart Wealth, LLC History No change 60 2 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 24, 2026
Biltmore Family Office, LLC History No change 52 2 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 12, 2026
CX Institutional History No change 36 2 0.0% 0.0% 688 0 0.0% Q3 2026 Oct 02, 2026
Lloyd Advisory Services, LLC. History No change 63 2 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 07, 2026
N.E.W. Advisory Services LLC History No change 62 2 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 06, 2026
Transce3nd, LLC History No change 55 2 0.02% 0.02% 691 0 0.0% Q2 2026 Jul 24, 2026
WPG Advisers, LLC History No change 45 2 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 05, 2026
HM PAYSON & CO History No change 32 1 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 17, 2026
MOTCO History No change 24 1 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 31, 2026
Oakworth Capital, Inc. History No change 27 1 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 22, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 29 1 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 20, 2026
Salomon & Ludwin, LLC History No change 42 1 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 07, 2026
Elequin Capital, LP History No change 42 1 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 13, 2026
DHJJ Financial Advisors, Ltd. History No change 30 1 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 24, 2026
Register Financial Advisors LLC History No change 27 1 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 15, 2026
Glass Jacobson Investment Advisors llc History No change 38 1 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 30, 2026
Vision Retirement, LLC History No change 26 1 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 21, 2026
BIRCHBROOK, INC. History No change 30 1 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 08, 2026
Medallion Wealth Advisors, LLC History No change 33 1 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 14, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 21 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
JFS WEALTH ADVISORS, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Russell Investments Group, Ltd. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
CBIZ Investment Advisory Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
HighMark Wealth Management LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Smallwood Wealth Investment Management, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Creative Capital Management Investments LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Nemes Rush Group LLC History No change 21 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Bear Mountain Capital, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Mosley Wealth Management History No change 5 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Jul 06, 2026