VANGUARD SCOTTSDALE FUNDS - VONG

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 75,510,712 9,651,024 0.62% 0.62% 1 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 29,798,193 3,808,507 0.48% 0.48% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 17,043,233 2,178,295 0.49% 0.49% 3 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 10,112,210 1,292,441 0.07% 0.07% 4 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 9,549,145 1,220,476 1.11% 1.11% 5 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,666,238 724,201 2.49% 2.49% 6 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,410,693 691,519 0.16% 0.16% 7 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 4,492,677 574,209 0.09% 0.09% 8 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 4,253,714 543,667 0.1% 0.1% 9 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 3,577,452 457,234 0.15% 0.15% 10 0 0.0% Q2 2026 Aug 03, 2026
AMERIPRISE FINANCIAL INC History No change 3,510,147 449,013 0.09% 0.09% 11 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 3,426,943 437,997 2.18% 2.18% 12 0 0.0% Q2 2026 Jul 17, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,179,933 406,427 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 2,060,897 263,403 0.51% 0.51% 14 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 2,052,685 262,353 0.31% 0.31% 15 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,046,952 261,620 0.33% 0.33% 16 0 0.0% Q2 2026 Jul 29, 2026
Creative Planning History No change 2,010,520 256,964 0.15% 0.15% 17 0 0.0% Q2 2026 Aug 13, 2026
SageView Advisory Group, LLC History No change 1,931,426 246,855 8.09% 8.09% 18 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 1,865,989 238,492 0.23% 0.23% 19 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,927,184 235,349 0.09% 0.09% 20 0 0.0% Q2 2026 Aug 14, 2026
JABODON PT CO History No change 1,708,907 218,415 21.43% 21.43% 21 0 0.0% Q2 2026 Jul 21, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 1,674,624 214,034 0.32% 0.32% 22 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 1,575,282 193,579 1.16% 1.16% 23 0 0.0% Q2 2026 Aug 17, 2026
OSAIC HOLDINGS, INC. History No change 1,455,258 185,993 0.22% 0.22% 24 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 1,386,338 177,187 0.52% 0.52% 25 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 1,266,738 161,901 0.2% 0.2% 26 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 1,255,576 160,475 0.58% 0.58% 27 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 1,242,770 158,838 0.26% 0.26% 28 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 1,226,410 156,748 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 1,190,589 152,169 0.71% 0.71% 30 0 0.0% Q2 2026 Aug 18, 2026
Apollon Wealth Management, LLC History No change 1,133,318 144,849 1.76% 1.76% 31 0 0.0% Q2 2026 Jul 22, 2026
Quent Capital, LLC History No change 1,119,968 143,143 8.79% 8.79% 32 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 1,097,771 140,306 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 1,072,320 137,053 0.15% 0.15% 34 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 989,491 124,211 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 957,966 122,437 0.06% 0.06% 36 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 843,403 107,795 0.15% 0.15% 37 0 0.0% Q2 2026 Aug 27, 2026
Aaron Wealth Advisors LLC History No change 797,921 101,982 5.18% 5.18% 38 0 0.0% Q2 2026 Jul 16, 2026
Rockefeller Capital Management L.P. History No change 764,316 97,687 0.15% 0.15% 39 0 0.0% Q2 2026 Aug 13, 2026
Global Strategic Investment Solutions, LLC History No change 687,743 87,900 7.79% 7.79% 40 0 0.0% Q2 2026 Aug 07, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 683,725 87,386 0.57% 0.57% 41 0 0.0% Q2 2026 Aug 14, 2026
LPWM LLC History No change 682,435 87,221 19.35% 19.35% 42 0 0.0% Q2 2026 Jul 24, 2026
WestHill Financial Advisors, Inc. History No change 655,188 83,739 14.26% 14.26% 43 0 0.0% Q2 2026 Jul 21, 2026
SCS Capital Management LLC History No change 638,200 81,568 0.77% 0.77% 44 0 0.0% Q2 2026 Aug 06, 2026
93 Financial Group, LLC History No change 601,405 76,865 30.34% 30.34% 45 0 0.0% Q2 2026 Jul 29, 2026
Alliance Wealth Advisors, LLC /UT History No change 554,931 70,925 13.37% 13.37% 46 0 0.0% Q2 2026 Jul 23, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 553,037 70,683 2.64% 2.64% 47 0 0.0% Q2 2026 Aug 13, 2026
Waldron Private Wealth LLC History No change 534,614 68,328 2.37% 2.37% 48 0 0.0% Q2 2026 Jul 20, 2026
Seven Bridges Advisors LLC History Added to 527,762 68,044 30.76% 32.04% 49 +7,774 1.5% Q3 2026 Oct 07, 2026
Hapanowicz & Associates Financial Services, Inc History No change 531,074 67,876 21.11% 21.11% 50 0 0.0% Q2 2026 Jul 29, 2026
Nadler Financial Group, Inc. History No change 525,540 67,169 5.69% 5.69% 51 0 0.0% Q2 2026 Jul 29, 2026
Wealthquest Corp History No change 525,384 67,149 4.24% 4.24% 52 0 0.0% Q2 2026 Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS History No change 524,846 67,080 0.1% 0.1% 53 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 518,038 66,204 0.08% 0.08% 54 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History No change 507,390 64,849 3.75% 3.75% 55 0 0.0% Q2 2026 Aug 04, 2026
Modera Wealth Management, LLC History No change 499,958 63,899 0.68% 0.68% 56 0 0.0% Q2 2026 Aug 03, 2026
CITIZENS & NORTHERN CORP History No change 462,175 59,070 13.5% 13.5% 57 0 0.0% Q2 2026 Jul 17, 2026
NewEdge Advisors, LLC History No change 440,091 56,248 0.17% 0.17% 58 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 437,676 55,939 0.63% 0.63% 59 0 0.0% Q2 2026 Jul 29, 2026
COMMERCE BANK History No change 419,053 53,559 0.24% 0.24% 60 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 417,425 53,351 1.26% 1.26% 61 0 0.0% Q2 2026 Aug 13, 2026
Kinetic Wealth Investment Advisors LLC History No change 409,654 52,357 24.68% 24.68% 62 0 0.0% Q2 2026 Sep 02, 2026
Mariner, LLC History No change 396,131 50,629 0.05% 0.05% 63 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History No change 402,893 50,325 0.71% 0.71% 64 0 0.0% Q2 2026 Jul 08, 2026
Bank of New York Mellon Corp History No change 391,233 50,003 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 06, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 382,105 48,836 2.89% 2.89% 66 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 379,038 48,444 3.3% 3.3% 67 0 0.0% Q2 2026 Sep 04, 2026
One Capital Management, LLC History No change 416,362 45,670 1.27% 1.27% 68 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Retirement, LLC History No change 352,091 45,000 2.47% 2.47% 69 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 347,785 44,450 0.42% 0.42% 70 0 0.0% Q2 2026 Aug 06, 2026
Tolleson Wealth Management, Inc. History No change 340,015 43,457 5.86% 5.86% 71 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 344,539 43,249 1.22% 1.22% 72 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 331,269 42,339 0.71% 0.71% 73 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 321,550 41,097 0.07% 0.07% 74 0 0.0% Q2 2026 Jul 30, 2026
Pacific Life Fund Advisors LLC History No change 319,951 40,892 4.5% 4.5% 75 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial Strategies, Inc. History No change 310,757 39,717 2.79% 2.79% 76 0 0.0% Q2 2026 Jul 24, 2026
MML INVESTORS SERVICES, LLC History No change 308,934 39,484 0.08% 0.08% 77 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 308,350 39,410 0.11% 0.11% 78 0 0.0% Q2 2026 Aug 07, 2026
Windward Private Wealth Management Inc. History No change 307,150 39,256 12.56% 12.56% 79 0 0.0% Q2 2026 Aug 04, 2026
Steele Capital Management, Inc. History No change 306,208 39,136 1.44% 1.44% 80 0 0.0% Q2 2026 Jul 28, 2026
M&T BANK CORP History No change 303,485 38,787 0.11% 0.11% 81 0 0.0% Q2 2026 Aug 04, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 302,869 38,709 0.71% 0.71% 82 0 0.0% Q2 2026 Aug 04, 2026
Highland Financial Advisors, LLC History No change 299,639 38,296 8.42% 8.42% 83 0 0.0% Q2 2026 Jul 09, 2026
D.A. DAVIDSON & CO. History No change 288,920 36,926 0.2% 0.2% 84 0 0.0% Q2 2026 Jul 24, 2026
LVW Advisors, LLC History No change 288,259 36,842 3.18% 3.18% 85 0 0.0% Q2 2026 Jul 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 273,627 34,972 0.16% 0.16% 86 0 0.0% Q2 2026 Aug 11, 2026
Haverford Trust Co History No change 263,796 33,715 0.29% 0.29% 87 0 0.0% Q2 2026 Aug 12, 2026
NICOLET BANKSHARES INC History No change 262,461 33,540 1.07% 1.07% 88 0 0.0% Q2 2026 Aug 11, 2026
GLENMEDE TRUST CO NA History No change 251,667 32,165 0.14% 0.14% 89 0 0.0% Q2 2026 Aug 10, 2026
AMG National Trust Bank History No change 237,808 30,394 0.62% 0.62% 90 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 235,188 30,002 0.05% 0.05% 91 0 0.0% Q2 2026 Jul 15, 2026
Advisors Capital Management, LLC History No change 233,717 29,871 0.32% 0.32% 92 0 0.0% Q2 2026 Aug 11, 2026
Cynosure Group, LLC History No change 232,626 29,731 4.47% 4.47% 93 0 0.0% Q2 2026 Aug 05, 2026
Planning Strategies Inc. History Added to 226,311 29,178 17.27% 16.38% 94 +20,772 10.11% Q3 2026 Oct 02, 2026
&PARTNERS History No change 222,661 28,456 0.12% 0.12% 95 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 220,568 28,190 0.43% 0.43% 96 0 0.0% Q2 2026 Aug 06, 2026
Arrowroot Family Office, LLC History No change 218,720 27,954 8.0% 8.0% 97 0 0.0% Q2 2026 Aug 06, 2026
CONDOR CAPITAL MANAGEMENT History No change 212,590 27,171 2.04% 2.04% 98 0 0.0% Q2 2026 Aug 12, 2026
Bernardo Wealth Planning LLC History No change 212,221 27,124 4.63% 4.63% 99 0 0.0% Q2 2026 Jul 27, 2026
Perkins Coie Trust Co History No change 206,319 26,369 4.37% 4.37% 100 0 0.0% Q2 2026 Jul 09, 2026
Wealth Dimensions Group, Ltd. History No change 205,402 26,252 4.7% 4.7% 101 0 0.0% Q2 2026 Jul 22, 2026
STIFEL FINANCIAL CORP History No change 205,056 26,208 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 12, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 201,440 25,746 0.37% 0.37% 103 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 199,369 25,481 0.04% 0.04% 104 0 0.0% Q2 2026 Aug 14, 2026
Elite Financial, Inc. History No change 191,337 24,454 9.88% 9.88% 105 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 183,056 23,396 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 182,886 23,374 1.01% 1.01% 107 0 0.0% Q2 2026 Jul 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 179,376 22,926 0.25% 0.25% 108 0 0.0% Q2 2026 Jul 28, 2026
Evergreen Wealth Partners LLC History No change 175,655 22,450 13.47% 13.47% 109 0 0.0% Q2 2026 Aug 11, 2026
Mesirow Financial Investment Management, Inc. History No change 174,429 22,293 0.35% 0.35% 110 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 173,096 22,123 0.15% 0.15% 111 0 0.0% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 172,992 22,110 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 169,616 21,678 0.12% 0.12% 113 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 167,061 21,352 0.07% 0.07% 114 0 0.0% Q2 2026 Jul 28, 2026
Zhang Financial LLC History No change 163,754 20,929 0.61% 0.61% 115 0 0.0% Q2 2026 Jul 30, 2026
BTG Pactual Asset Management US LLC History No change 170,312 20,783 1.29% 1.29% 116 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 161,453 20,635 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD SECURITIES, INC. History No change 157,118 20,081 1.15% 1.15% 118 0 0.0% Q2 2026 Jul 15, 2026
HBK Sorce Advisory LLC History No change 153,933 19,635 0.37% 0.37% 119 0 0.0% Q2 2026 Aug 06, 2026
YARGER WEALTH STRATEGIES, LLC History No change 149,434 19,063 6.85% 6.85% 120 0 0.0% Q2 2026 Jul 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 147,277 18,823 0.9% 0.9% 121 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 146,567 18,732 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 12, 2026
Brand Asset Management Group, Inc. History No change 143,960 18,399 4.07% 4.07% 123 0 0.0% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History No change 143,489 18,339 0.53% 0.53% 124 0 0.0% Q2 2026 Aug 04, 2026
Integrated Investment Consultants, LLC History No change 141,500 17,459 3.44% 3.44% 125 0 0.0% Q2 2026 Aug 17, 2026
Tower Research Capital LLC (TRC) History No change 136,186 17,405 0.43% 0.43% 126 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 133,733 17,092 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 131,359 16,788 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
VANCE WEALTH, LLC History No change 129,574 16,560 3.73% 3.73% 129 0 0.0% Q2 2026 Aug 14, 2026
CONNABLE OFFICE INC History No change 129,027 16,490 1.45% 1.45% 130 0 0.0% Q2 2026 Aug 03, 2026
Spartan Wealth Advisory Services LLC History No change 127,354 16,277 1.33% 1.33% 131 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 125,786 16,076 0.07% 0.07% 132 0 0.0% Q2 2026 Aug 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 125,021 15,978 0.08% 0.08% 133 0 0.0% Q2 2026 Jul 17, 2026
71 West Capital Partners History No change 124,315 15,888 0.55% 0.55% 134 0 0.0% Q2 2026 Aug 04, 2026
FourThought Financial Partners, LLC History No change 121,814 15,569 1.2% 1.2% 135 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 121,201 15,490 0.05% 0.05% 136 0 0.0% Q2 2026 Jul 28, 2026
Private Advisor Group, LLC History No change 119,994 15,336 0.07% 0.07% 137 0 0.0% Q2 2026 Jul 27, 2026
Mutual Advisors, LLC History No change 119,611 15,287 0.29% 0.29% 138 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 119,546 15,279 0.19% 0.19% 139 0 0.0% Q2 2026 Jul 20, 2026
Strategic Financial Partners, Ltd. History No change 114,087 14,581 5.5% 5.5% 140 0 0.0% Q2 2026 Aug 03, 2026
Advisors Preferred, LLC History No change 115,590 14,418 2.23% 2.23% 141 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 110,723 14,151 0.07% 0.07% 142 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 110,114 14,073 0.3% 0.3% 143 0 0.0% Q2 2026 Aug 03, 2026
Winthrop Advisory Group LLC History No change 109,467 13,991 0.94% 0.94% 144 0 0.0% Q2 2026 Jul 17, 2026
WIN ADVISORS, INC History No change 109,333 13,973 4.98% 4.98% 145 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 109,326 13,972 0.06% 0.06% 146 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 108,089 13,814 0.09% 0.09% 147 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 105,501 13,484 0.08% 0.08% 148 0 0.0% Q2 2026 Jul 20, 2026
Livet Wealth, LLC History No change 104,624 13,371 7.71% 7.71% 149 0 0.0% Q2 2026 Jul 28, 2026
Bare Financial Services, Inc History No change 103,701 13,254 3.04% 3.04% 150 0 0.0% Q2 2026 Jul 27, 2026
ALLIANCEBERNSTEIN L.P. History No change 119,867 13,148 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 101,236 12,938 1.53% 1.53% 152 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 96,303 12,088 0.39% 0.39% 153 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 93,864 11,996 0.42% 0.42% 154 0 0.0% Q2 2026 Aug 13, 2026
Royal Fund Management, LLC History No change 90,994 11,630 0.97% 0.97% 155 0 0.0% Q2 2026 Jul 20, 2026
BlackRock, Inc. History No change 90,731 11,596 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 96,443 11,504 0.03% 0.03% 157 0 0.0% Q2 2026 Aug 10, 2026
Relyea Zuckerberg Hanson LLC History No change 85,822 10,968 0.91% 0.91% 158 0 0.0% Q2 2026 Jul 16, 2026
KLINGENSTEIN FIELDS & CO LP History No change 85,623 10,943 0.38% 0.38% 159 0 0.0% Q2 2026 Aug 05, 2026
Gross & Hartman Investments LLC History No change 85,208 10,890 4.81% 4.81% 160 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 84,131 10,752 0.23% 0.23% 161 0 0.0% Q2 2026 Jul 17, 2026
Prime Buchholz LLC History No change 81,288 10,389 3.75% 3.75% 162 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 80,178 10,247 0.07% 0.07% 163 0 0.0% Q2 2026 Aug 14, 2026
Investors Research Corp History Reduced 79,143 10,203 1.79% 1.82% 164 -221 -0.28% Q3 2026 Oct 07, 2026
Hurley Capital, LLC History No change 79,481 10,158 5.26% 5.26% 165 0 0.0% Q2 2026 Aug 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 79,007 10,097 0.16% 0.16% 166 0 0.0% Q2 2026 Aug 10, 2026
Virtue Capital Management, LLC History No change 77,528 9,908 1.32% 1.32% 167 0 0.0% Q2 2026 Aug 05, 2026
Darrow Company, Inc. History No change 77,270 9,875 3.83% 3.83% 168 0 0.0% Q2 2026 Jul 29, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 75,660 9,670 4.37% 4.37% 169 0 0.0% Q2 2026 Aug 07, 2026
Safe Harbor Family Capital, LLC History No change 74,831 9,564 6.39% 6.39% 170 0 0.0% Q2 2026 Aug 10, 2026
Cascade Wealth Advisors, Inc History No change 73,840 9,472 3.81% 3.81% 171 0 0.0% Q2 2026 Aug 10, 2026
Accretive Wealth Partners, LLC History No change 72,628 9,282 2.25% 2.25% 172 0 0.0% Q2 2026 Jul 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 72,285 9,238 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 19, 2026
Sowell Financial Services LLC History No change 71,823 9,179 0.3% 0.3% 174 0 0.0% Q2 2026 Jul 17, 2026
Lebenthal Global Advisors, LLC History No change 71,047 9,080 1.22% 1.22% 175 0 0.0% Q2 2026 Jul 30, 2026
Integrated Wealth Concepts LLC History No change 69,948 8,940 0.06% 0.06% 176 0 0.0% Q2 2026 Sep 08, 2026
Base Wealth Management LLC History No change 66,120 8,450 3.93% 3.93% 177 0 0.0% Q2 2026 Jul 22, 2026
Empire Life Investments Inc. History No change 63,570 8,124 0.45% 0.45% 178 0 0.0% Q2 2026 Jul 24, 2026
Rodgers & Associates, LTD History No change 63,242 8,083 0.73% 0.73% 179 0 0.0% Q2 2026 Jul 21, 2026
Nicholson Meyer Capital Management, Inc. History No change 62,098 7,936 5.29% 5.29% 180 0 0.0% Q2 2026 Jul 21, 2026
OPPENHEIMER & CO INC History No change 60,658 7,752 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 03, 2026
Westfuller Advisors, LLC History No change 60,500 7,732 2.81% 2.81% 182 0 0.0% Q2 2026 Jul 29, 2026
MAI Capital Management History No change 59,536 7,609 0.03% 0.03% 183 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 59,831 7,564 0.13% 0.13% 184 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 58,628 7,493 0.12% 0.12% 185 0 0.0% Q2 2026 Aug 07, 2026
SWAN Capital LLC History No change 58,509 7,477 2.56% 2.56% 186 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 58,210 7,440 0.19% 0.19% 187 0 0.0% Q2 2026 Jul 28, 2026
ERn Financial, LLC History No change 58,130 7,429 1.23% 1.23% 188 0 0.0% Q2 2026 Jul 23, 2026
Concurrent Investment Advisors, LLC History No change 57,929 7,403 0.06% 0.06% 189 0 0.0% Q2 2026 Jul 27, 2026
Kingsview Wealth Management, LLC History No change 57,037 7,289 0.09% 0.09% 190 0 0.0% Q2 2026 Aug 18, 2026
Curtis Advisory Group, LLC History No change 56,834 7,263 1.41% 1.41% 191 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 56,826 7,262 0.04% 0.04% 192 0 0.0% Q2 2026 Jul 20, 2026
Fifth Third Wealth Advisors LLC History No change 56,693 7,245 0.2% 0.2% 193 0 0.0% Q2 2026 Jul 17, 2026
Aurelius Family Office LLC History No change 56,648 7,240 2.85% 2.85% 194 0 0.0% Q2 2026 Jul 13, 2026
Legacy Edge Advisors, LLC History No change 56,595 7,233 0.66% 0.66% 195 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 56,390 7,207 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 12, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 55,408 7,081 0.05% 0.05% 197 0 0.0% Q2 2026 Jul 23, 2026
COFG Advisors, LLC History No change 55,195 7,054 1.22% 1.22% 198 0 0.0% Q2 2026 Aug 14, 2026
GEM Asset Management, LLC History No change 54,783 7,001 2.76% 2.76% 199 0 0.0% Q2 2026 Jul 21, 2026
Venture Visionary Partners LLC History Reduced 54,246 6,994 0.18% 0.2% 200 -1,556 -2.79% Q3 2026 Oct 07, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 53,991 6,900 0.4% 0.4% 201 0 0.0% Q2 2026 Aug 13, 2026
GOLDEN ROAD ADVISORS LLC History No change 53,797 6,875 3.33% 3.33% 202 0 0.0% Q2 2026 Aug 07, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 53,629 6,854 0.38% 0.38% 203 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 52,474 6,706 0.1% 0.1% 204 0 0.0% Q2 2026 Jul 27, 2026
Americana Partners, LLC History No change 52,018 6,648 0.15% 0.15% 205 0 0.0% Q2 2026 Aug 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 51,448 6,575 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History No change 51,089 6,529 0.42% 0.42% 207 0 0.0% Q2 2026 Aug 14, 2026
Frederick Financial Consultants, LLC History No change 49,221 6,290 2.67% 2.67% 208 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 49,502 6,215 0.04% 0.04% 209 0 0.0% Q2 2026 Aug 10, 2026
Blue Capital, Inc. History No change 47,759 6,104 3.88% 3.88% 210 0 0.0% Q2 2026 Aug 11, 2026
CKW FINANCIAL GROUP History No change 47,922 6,064 0.6% 0.6% 211 0 0.0% Q2 2026 Jul 24, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 47,169 6,028 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 04, 2026
GTS SECURITIES LLC History No change 46,922 5,997 0.13% 0.13% 213 0 0.0% Q2 2026 Aug 14, 2026
Grey Fox Wealth Advisors, LLC History No change 46,575 5,952 0.93% 0.93% 214 0 0.0% Q2 2026 Jul 17, 2026
Philip James Wealth Mangement, LLC History No change 46,511 5,944 0.67% 0.67% 215 0 0.0% Q2 2026 Jul 27, 2026
Stegner Investment Associates Inc. History No change 45,647 5,834 2.77% 2.77% 216 0 0.0% Q2 2026 Jul 24, 2026
Continuum Advisory, LLC History No change 44,929 5,742 0.46% 0.46% 217 0 0.0% Q2 2026 Aug 06, 2026
SAPIENT CAPITAL LLC History No change 44,647 5,706 0.07% 0.07% 218 0 0.0% Q2 2026 Jul 09, 2026
Wealth Advisory Team LLC History No change 44,100 5,636 4.58% 4.58% 219 0 0.0% Q2 2026 Jul 23, 2026
Providence First Trust Co History No change 44,089 5,635 1.58% 1.58% 220 0 0.0% Q2 2026 Jul 27, 2026
ZACKS INVESTMENT MANAGEMENT History No change 43,669 5,581 0.04% 0.04% 221 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 43,588 5,570 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 43,401 5,547 0.09% 0.09% 223 0 0.0% Q2 2026 Jul 15, 2026
XML Financial, LLC History No change 43,164 5,516 0.4% 0.4% 224 0 0.0% Q2 2026 Jul 24, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 42,835 5,475 0.23% 0.23% 225 0 0.0% Q2 2026 Jul 27, 2026
BROWN ADVISORY INC History No change 42,790 5,468 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 42,711 5,458 0.1% 0.1% 227 0 0.0% Q2 2026 Jul 20, 2026
Steward Partners Investment Advisory, LLC History No change 41,861 5,350 0.03% 0.03% 228 0 0.0% Q2 2026 Aug 13, 2026
Crumly & Associates Inc. History Reduced 41,414 5,339 0.95% 1.04% 229 -1,189 -2.79% Q3 2026 Oct 07, 2026
Auour Investments LLC History No change 41,121 5,255 1.51% 1.51% 230 0 0.0% Q2 2026 Jul 21, 2026
MONEY CONCEPTS CAPITAL CORP History No change 40,478 5,173 0.24% 0.24% 231 0 0.0% Q2 2026 Aug 04, 2026
PFG Advisors History No change 40,407 5,164 0.26% 0.26% 232 0 0.0% Q2 2026 Jul 16, 2026
SIGNATUREFD, LLC History No change 39,960 5,107 0.07% 0.07% 233 0 0.0% Q2 2026 Jul 23, 2026
TAGStone Capital, Inc. History No change 39,514 5,050 1.61% 1.61% 234 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History No change 39,569 5,043 0.04% 0.04% 235 0 0.0% Q2 2026 Jul 17, 2026
ADAPT WEALTH ADVISORS, LLC History No change 39,025 4,987 1.63% 1.63% 236 0 0.0% Q2 2026 Aug 12, 2026
DAVENPORT & Co LLC History No change 38,461 4,915 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 38,441 4,913 0.55% 0.55% 238 0 0.0% Q2 2026 Jul 29, 2026
TCV Trust & Wealth Management, Inc. History No change 38,189 4,880 0.37% 0.37% 239 0 0.0% Q2 2026 Jul 24, 2026
Certified Advisory Corp History No change 38,129 4,873 0.39% 0.39% 240 0 0.0% Q2 2026 Jul 16, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 38,034 4,861 0.09% 0.09% 241 0 0.0% Q2 2026 Aug 11, 2026
Legacy Financial Advisors, Inc. History No change 37,902 4,844 0.59% 0.59% 242 0 0.0% Q2 2026 Aug 05, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 37,726 4,821 4.5% 4.5% 243 0 0.0% Q2 2026 Aug 07, 2026
Fairman Group, LLC History No change 37,672 4,814 3.78% 3.78% 244 0 0.0% Q2 2026 Aug 04, 2026
Sage Mountain Advisors LLC History No change 37,501 4,793 0.29% 0.29% 245 0 0.0% Q2 2026 Aug 05, 2026
VERUS CAPITAL PARTNERS, LLC History No change 37,224 4,757 0.26% 0.26% 246 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 37,000 4,728 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 13, 2026
MY Wealth Management Inc. History No change 36,900 4,716 3.32% 3.32% 248 0 0.0% Q2 2026 Aug 07, 2026
Indivisible Partners History No change 36,795 4,702 0.27% 0.27% 249 0 0.0% Q2 2026 Aug 04, 2026
Callan Family Office, LLC History No change 36,531 4,669 0.09% 0.09% 250 0 0.0% Q2 2026 Aug 11, 2026
OpenArc Corporate Advisory, LLC History No change 36,291 4,638 0.06% 0.06% 251 0 0.0% Q2 2026 Aug 05, 2026
Michels Family Financial, LLC History No change 35,581 4,547 2.92% 2.92% 252 0 0.0% Q2 2026 Aug 14, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History No change 35,570 4,546 0.24% 0.24% 253 0 0.0% Q2 2026 Jul 13, 2026
One Day In July LLC History No change 35,203 4,499 0.31% 0.31% 254 0 0.0% Q2 2026 Aug 03, 2026
Tennessee Valley Asset Management Partners History No change 35,044 4,478 0.49% 0.49% 255 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 34,681 4,432 0.08% 0.08% 256 0 0.0% Q2 2026 Jul 28, 2026
Linscomb Wealth, Inc. History No change 34,606 4,423 0.19% 0.19% 257 0 0.0% Q2 2026 Jul 31, 2026
FIRST NATIONAL TRUST CO History No change 34,305 4,384 0.15% 0.15% 258 0 0.0% Q2 2026 Jul 30, 2026
Ballentine Partners, LLC History No change 33,835 4,324 0.05% 0.05% 259 0 0.0% Q2 2026 Jul 17, 2026
Diversified Portfolios, Inc. History No change 33,798 4,319 0.31% 0.31% 260 0 0.0% Q2 2026 Aug 04, 2026
WFA of San Diego, LLC History No change 33,135 4,286 3.51% 3.51% 261 0 0.0% Q2 2026 Aug 14, 2026
Mezzasalma Advisors, LLC History No change 41,761 4,284 0.86% 0.86% 262 0 0.0% Q2 2026 Aug 10, 2026
Portfolio Strategies, Inc. History No change 32,910 4,206 0.41% 0.41% 263 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 32,509 4,155 0.13% 0.13% 264 0 0.0% Q2 2026 Jul 09, 2026
BROWN BROTHERS HARRIMAN & CO History No change 32,465 4,149 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 12, 2026
REDW Wealth LLC History No change 32,134 4,107 1.47% 1.47% 266 0 0.0% Q2 2026 Jul 30, 2026
Spectrum Investment Advisors, Inc. History No change 32,137 4,107 1.68% 1.68% 267 0 0.0% Q2 2026 Jul 30, 2026
Wealthcare Advisory Partners LLC History No change 31,036 3,966 0.08% 0.08% 268 0 0.0% Q2 2026 Jul 09, 2026
JANE STREET GROUP, LLC History No change 31,006 3,962 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 30,937 3,954 0.07% 0.07% 270 0 0.0% Q2 2026 Jul 31, 2026
Maridea Wealth Management LLC History No change 30,152 3,853 0.42% 0.42% 271 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 30,137 3,851 0.86% 0.86% 272 0 0.0% Q2 2026 Jul 27, 2026
Prosperity Consulting Group, LLC History No change 30,010 3,835 0.15% 0.15% 273 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 29,028 3,710 0.05% 0.05% 274 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Wealth History No change 28,649 3,661 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 12, 2026
Diversified Enterprises, LLC History No change 28,078 3,588 0.17% 0.17% 276 0 0.0% Q2 2026 Jul 31, 2026
Belpointe Asset Management LLC History No change 28,068 3,587 0.12% 0.12% 277 0 0.0% Q2 2026 Jul 31, 2026
TD Waterhouse Canada Inc. History No change 28,171 3,564 0.01% 0.01% 278 0 0.0% Q2 2026 Jul 27, 2026
Westshore Wealth, LLC History No change 27,465 3,510 1.09% 1.09% 279 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History No change 27,044 3,456 0.03% 0.03% 280 0 0.0% Q2 2026 Jul 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 26,794 3,424 0.14% 0.14% 281 0 0.0% Q2 2026 Jul 27, 2026
Western Wealth Management, LLC History No change 26,545 3,392 0.11% 0.11% 282 0 0.0% Q2 2026 Aug 14, 2026
Operose Advisors LLC History No change 26,010 3,324 0.64% 0.64% 283 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 25,980 3,320 0.2% 0.2% 284 0 0.0% Q2 2026 Aug 07, 2026
Accurate Wealth Management, LLC History No change 25,935 3,308 0.32% 0.32% 285 0 0.0% Q2 2026 Jul 14, 2026
Princeton Global Asset Management LLC History No change 25,738 3,289 0.47% 0.47% 286 0 0.0% Q2 2026 Jul 16, 2026
Sunpointe, LLC History No change 25,631 3,275 0.93% 0.93% 287 0 0.0% Q2 2026 Jul 24, 2026
Main Street Financial Solutions, LLC History No change 25,597 3,271 0.21% 0.21% 288 0 0.0% Q2 2026 Aug 07, 2026
Fisher Asset Management, LLC History No change 25,558 3,266 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 04, 2026
M3 Advisory Group, LLC History No change 25,140 3,213 1.67% 1.67% 290 0 0.0% Q2 2026 Jul 24, 2026
Inspire Advisors, LLC History No change 25,092 3,206 0.22% 0.22% 291 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 25,068 3,203 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 11, 2026
Schneider Downs Wealth Management Advisors, LP History No change 25,058 3,202 0.3% 0.3% 293 0 0.0% Q2 2026 Aug 05, 2026
PRINCIPAL SECURITIES, INC. History No change 24,902 3,182 0.04% 0.04% 294 0 0.0% Q2 2026 Aug 04, 2026
STEPH & CO History Added to 24,360 3,140 0.8% 0.72% 295 +2,233 10.09% Q3 2026 Oct 07, 2026
NewEdge Wealth, LLC History No change 24,262 3,100 0.03% 0.03% 296 0 0.0% Q2 2026 Aug 10, 2026
Chicago Partners Investment Group LLC History No change 25,235 3,081 0.06% 0.06% 297 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial, LLC History No change 23,858 3,049 0.03% 0.03% 298 0 0.0% Q2 2026 Aug 12, 2026
SHIKIAR ASSET MANAGEMENT INC History No change 23,500 3,004 0.76% 0.76% 299 0 0.0% Q2 2026 Jul 21, 2026
Retirement Planning Group, LLC History No change 23,096 2,951 0.07% 0.07% 300 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 24,555 2,883 0.19% 0.19% 301 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 22,483 2,873 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 11, 2026
Prime Capital Investment Advisors, LLC History No change 22,164 2,832 0.03% 0.03% 303 0 0.0% Q2 2026 Aug 05, 2026
Valtrion Capital Management, LLC History No change 21,796 2,785 2.07% 2.07% 304 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 21,687 2,771 0.06% 0.06% 305 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 22,677 2,734 0.05% 0.05% 306 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 22,677 2,734 0.05% 0.05% 307 0 0.0% Q2 2026 Jul 29, 2026
Glass Jacobson Investment Advisors llc History No change 21,327 2,725 0.85% 0.85% 308 0 0.0% Q2 2026 Jul 30, 2026
Embree Financial Group History No change 21,212 2,711 0.27% 0.27% 309 0 0.0% Q2 2026 Jul 15, 2026
Blackston Financial Advisory Group, LLC History No change 21,197 2,709 1.53% 1.53% 310 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 21,170 2,705 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 21,126 2,700 1.35% 1.35% 312 0 0.0% Q2 2026 Aug 14, 2026
Sound Financial Strategies Group, LLC History No change 21,081 2,694 1.71% 1.71% 313 0 0.0% Q2 2026 Aug 10, 2026
NORTHERN TRUST CORP History No change 20,533 2,624 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 13, 2026
SIMON QUICK ADVISORS, LLC History No change 20,254 2,588 0.1% 0.1% 315 0 0.0% Q2 2026 Jul 28, 2026
Aprio Wealth Management, LLC History No change 20,214 2,583 0.13% 0.13% 316 0 0.0% Q2 2026 Jul 24, 2026
Avior Wealth Management, LLC History No change 19,949 2,549 0.07% 0.07% 317 0 0.0% Q2 2026 Jul 07, 2026
Wedmont Private Capital History No change 19,956 2,545 0.07% 0.07% 318 0 0.0% Q2 2026 Jul 13, 2026
Badgley Phelps Wealth Managers, LLC History No change 19,910 2,544 0.04% 0.04% 319 0 0.0% Q2 2026 Jul 31, 2026
Ausdal Financial Partners, Inc. History No change 19,475 2,489 0.1% 0.1% 320 0 0.0% Q2 2026 Aug 14, 2026
Elevation Capital Advisory, LLC History No change 18,739 2,395 0.92% 0.92% 321 0 0.0% Q2 2026 Jul 27, 2026
FIRST HORIZON CORP History No change 18,658 2,384 0.09% 0.09% 322 0 0.0% Q2 2026 Jul 20, 2026
Axis Wealth Partners, LLC History No change 18,516 2,366 1.14% 1.14% 323 0 0.0% Q2 2026 Jul 28, 2026
CVFG LLC History No change 18,409 2,352 0.25% 0.25% 324 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 18,345 2,344 0.03% 0.03% 325 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 18,333 2,343 0.03% 0.03% 326 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 18,293 2,338 0.24% 0.24% 327 0 0.0% Q2 2026 Aug 13, 2026
SHELTON CAPITAL MANAGEMENT History No change 18,199 2,326 0.04% 0.04% 328 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 18,151 2,319 0.05% 0.05% 329 0 0.0% Q2 2026 Jul 30, 2026
VANGUARD ADVISERS INC History No change 18,087 2,311 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 17,982 2,298 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 12, 2026
TUCKER ASSET MANAGEMENT LLC History No change 17,916 2,289 0.57% 0.57% 332 0 0.0% Q2 2026 Aug 27, 2026
FIDUCIARY TRUST CO History No change 17,900 2,287 0.02% 0.02% 333 0 0.0% Q2 2026 Aug 13, 2026
Clarion Wealth Managment Partners, LLC History No change 17,549 2,242 1.81% 1.81% 334 0 0.0% Q2 2026 Aug 12, 2026
Fort Sheridan Advisors LLC History No change 17,521 2,239 0.24% 0.24% 335 0 0.0% Q2 2026 Aug 05, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 17,426 2,227 0.15% 0.15% 336 0 0.0% Q2 2026 Aug 04, 2026
FULTON BANK, N.A. History No change 17,421 2,226 0.07% 0.07% 337 0 0.0% Q2 2026 Jul 09, 2026
Hershey Financial Advisers, LLC History No change 17,405 2,224 1.6% 1.6% 338 0 0.0% Q2 2026 Aug 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 16,661 2,129 0.1% 0.1% 339 0 0.0% Q2 2026 Aug 11, 2026
WEBSTER BANK, N. A. History No change 16,218 2,072 0.18% 0.18% 340 0 0.0% Q2 2026 Jul 20, 2026
Garde Capital, Inc. History No change 16,176 2,067 0.09% 0.09% 341 0 0.0% Q2 2026 Jul 31, 2026
Next Level Private LLC History No change 15,742 2,011 0.39% 0.39% 342 0 0.0% Q2 2026 Jul 09, 2026
Nemes Rush Group LLC History No change 15,723 2,009 0.17% 0.17% 343 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 15,710 2,007 0.03% 0.03% 344 0 0.0% Q2 2026 Aug 11, 2026
ETF Portfolio Partners, Inc. History No change 15,675 2,003 0.48% 0.48% 345 0 0.0% Q2 2026 Jul 13, 2026
Westview Management dba Westview Investment Advisors History No change 15,613 1,995 0.98% 0.98% 346 0 0.0% Q2 2026 Jul 31, 2026
Solutions 4 Wealth, Ltd History No change 15,390 1,967 2.54% 2.54% 347 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 15,371 1,964 0.16% 0.16% 348 0 0.0% Q2 2026 Jul 28, 2026
Atlanta Consulting Group Advisors, LLC History No change 15,347 1,961 0.31% 0.31% 349 0 0.0% Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 15,206 1,943 0.2% 0.2% 350 0 0.0% Q2 2026 Jul 28, 2026
Sigma Planning Corp History No change 15,141 1,935 0.05% 0.05% 351 0 0.0% Q2 2026 Aug 07, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 14,730 1,899 0.97% 0.9% 353 +606 4.29% Q3 2026 Oct 01, 2026
Thomasville National Bank History No change 14,858 1,899 0.1% 0.1% 352 0 0.0% Q2 2026 Jul 20, 2026
Valpey Financial Services, LLC History No change 14,353 1,834 1.09% 1.09% 354 0 0.0% Q2 2026 Aug 11, 2026
Duncan Williams Asset Management, LLC History No change 14,322 1,830 0.41% 0.41% 355 0 0.0% Q2 2026 Jul 22, 2026
Trilogy Capital Inc. History No change 14,268 1,823 0.07% 0.07% 356 0 0.0% Q2 2026 Jul 02, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 13,991 1,788 0.05% 0.05% 357 0 0.0% Q2 2026 Aug 10, 2026
Aquire Wealth Advisors, LLC History No change 13,965 1,784 0.41% 0.41% 358 0 0.0% Q2 2026 Aug 06, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 13,904 1,777 0.14% 0.14% 359 0 0.0% Q2 2026 Aug 05, 2026
Andina Capital Management, LLC History No change 13,893 1,775 2.86% 2.86% 360 0 0.0% Q2 2026 Aug 05, 2026
RASP WEALTH SOLUTIONS, LLC History No change 13,743 1,756 0.58% 0.58% 361 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 13,717 1,753 0.03% 0.03% 362 0 0.0% Q2 2026 Jul 21, 2026
Checchi Capital Advisers, LLC History No change 13,666 1,746 0.08% 0.08% 363 0 0.0% Q2 2026 Aug 04, 2026
Pacific Capital Wealth Advisors, Inc. History No change 13,610 1,739 0.26% 0.26% 364 0 0.0% Q2 2026 Jul 09, 2026
BEACON FINANCIAL PLANNING, INC History No change 13,553 1,732 0.59% 0.59% 365 0 0.0% Q2 2026 Aug 06, 2026
Allegiance Financial Group Advisory Services LLC History No change 13,509 1,726 0.3% 0.3% 366 0 0.0% Q2 2026 Jul 27, 2026
3Chopt Investment Partners, LLC History No change 13,460 1,720 0.32% 0.32% 367 0 0.0% Q2 2026 Jul 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 13,446 1,719 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 13,317 1,702 0.15% 0.15% 369 0 0.0% Q2 2026 Jul 28, 2026
Curi Capital, LLC History No change 13,310 1,701 0.03% 0.03% 370 0 0.0% Q2 2026 Aug 14, 2026
MidAtlantic Capital Management, Inc. History No change 13,226 1,690 1.05% 1.05% 371 0 0.0% Q2 2026 Aug 10, 2026
SONATA CAPITAL GROUP INC History No change 13,033 1,665 0.54% 0.54% 372 0 0.0% Q2 2026 Jul 24, 2026
Moors & Cabot, Inc. History No change 13,005 1,662 0.06% 0.06% 373 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 12,971 1,657 0.02% 0.02% 374 0 0.0% Q2 2026 Aug 10, 2026
DEUTSCHE BANK AG\ History No change 12,915 1,650 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 07, 2026
National Philanthropic Trust History No change 12,901 1,648 0.02% 0.02% 376 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 12,786 1,634 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 12,720 1,625 0.07% 0.07% 378 0 0.0% Q2 2026 Jul 23, 2026
CERTUITY, LLC History No change 12,706 1,623 0.08% 0.08% 379 0 0.0% Q2 2026 Jul 28, 2026
Arkadios Wealth Advisors History No change 12,624 1,613 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 12,575 1,607 0.03% 0.03% 381 0 0.0% Q2 2026 Aug 06, 2026
UPTICK PARTNERS, LLC History No change 12,476 1,594 0.25% 0.25% 382 0 0.0% Q2 2026 Aug 10, 2026
FSM Wealth Advisors, LLC History No change 12,371 1,581 0.17% 0.17% 383 0 0.0% Q2 2026 Jul 15, 2026
Fortis Capital Advisors, LLC History No change 12,325 1,575 0.18% 0.18% 384 0 0.0% Q2 2026 Jul 31, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 12,282 1,569 0.03% 0.03% 385 0 0.0% Q2 2026 Aug 12, 2026
Fund Evaluation Group, LLC History No change 12,224 1,562 0.04% 0.04% 386 0 0.0% Q2 2026 Aug 07, 2026
Financial Alternatives, Inc History No change 12,225 1,562 0.77% 0.77% 387 0 0.0% Q2 2026 Aug 10, 2026
Diversified Trust Co History No change 12,077 1,543 0.02% 0.02% 388 0 0.0% Q2 2026 Jul 17, 2026
MSH Capital Advisors LLC History No change 12,063 1,541 0.27% 0.27% 389 0 0.0% Q2 2026 Aug 10, 2026
Balentine LLC History No change 11,972 1,530 0.05% 0.05% 390 0 0.0% Q2 2026 Aug 06, 2026
MATRIX ASSET ADVISORS INC/NY History No change 11,689 1,493 0.12% 0.12% 391 0 0.0% Q2 2026 Jul 15, 2026
Headlands Technologies LLC History No change 11,527 1,473 0.16% 0.16% 392 0 0.0% Q2 2026 Aug 12, 2026
Sovran Advisors, LLC History No change 12,148 1,456 0.11% 0.11% 393 0 0.0% Q2 2026 Jul 29, 2026
BOKF, NA History No change 11,287 1,442 0.02% 0.02% 394 0 0.0% Q2 2026 Aug 10, 2026
BAKER BOYER NATIONAL BANK History No change 11,249 1,437 0.39% 0.39% 395 0 0.0% Q2 2026 Jul 27, 2026
Compass Ion Advisors, LLC History No change 11,079 1,415 0.12% 0.12% 396 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 10,882 1,403 0.39% 0.42% 397 -64 -0.58% Q3 2026 Oct 07, 2026
Focus Partners Advisor Solutions, LLC History No change 10,964 1,401 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 06, 2026
Cerro Pacific Wealth Advisors LLC History No change 10,750 1,373 0.31% 0.31% 399 0 0.0% Q2 2026 Jul 15, 2026
RFG - Bristol Wealth Advisors, LLC History No change 10,688 1,366 0.33% 0.33% 400 0 0.0% Q2 2026 Jul 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 10,628 1,358 0.02% 0.02% 401 0 0.0% Q2 2026 Aug 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 10,621 1,357 0.23% 0.23% 402 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 10,437 1,334 0.03% 0.03% 403 0 0.0% Q2 2026 Jul 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 10,423 1,332 0.05% 0.05% 404 0 0.0% Q2 2026 Jul 22, 2026
Resolute Wealth Strategies, LLC History No change 10,301 1,316 0.51% 0.51% 405 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 9,812 1,254 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 12, 2026
Asset One Wealth Management LLC History No change 9,849 1,252 0.13% 0.13% 407 0 0.0% Q2 2026 Aug 13, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 9,786 1,250 0.27% 0.27% 408 0 0.0% Q2 2026 Jul 27, 2026
RWA WEALTH PARTNERS, LLC History No change 9,783 1,250 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 07, 2026
CITY HOLDING CO History No change 9,757 1,247 0.14% 0.14% 410 0 0.0% Q2 2026 Jul 10, 2026
DAVIDSON TRUST CO History No change 9,731 1,243 0.48% 0.48% 411 0 0.0% Q2 2026 Jul 29, 2026
FIRST MANHATTAN CO. LLC. History No change 9,699 1,239 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 9,682 1,237 0.01% 0.01% 413 0 0.0% Q2 2026 Jul 15, 2026
Advisor OS, LLC History No change 9,659 1,234 0.08% 0.08% 414 0 0.0% Q2 2026 Aug 05, 2026
Alesco Advisors, LLC, An ESL Co History No change 9,624 1,230 0.03% 0.03% 415 0 0.0% Q2 2026 Aug 05, 2026
Fragasso Financial Advisors Inc History No change 9,592 1,225 0.07% 0.07% 416 0 0.0% Q2 2026 Jul 09, 2026
B. Riley Wealth Advisors, Inc. History No change 9,727 1,221 0.07% 0.07% 417 0 0.0% Q2 2026 Jul 14, 2026
MTM Investment Management, LLC History No change 9,409 1,202 0.34% 0.34% 418 0 0.0% Q2 2026 Aug 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 9,281 1,186 0.02% 0.02% 419 0 0.0% Q2 2026 Jul 14, 2026
PGIM Custom Harvest LLC History No change 9,237 1,180 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 13, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 9,195 1,175 0.78% 0.78% 421 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 9,118 1,165 0.03% 0.03% 422 0 0.0% Q2 2026 Aug 11, 2026
BECKER CAPITAL MANAGEMENT INC History No change 9,105 1,163 0.03% 0.03% 423 0 0.0% Q2 2026 Jul 31, 2026
Parallel Advisors, LLC History No change 9,105 1,163 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 05, 2026
ForthRight Wealth Management, LLC History No change 9,088 1,161 0.3% 0.3% 425 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 9,037 1,154 0.02% 0.02% 426 0 0.0% Q2 2026 Aug 13, 2026
Bison Wealth, LLC History No change 9,101 1,151 0.11% 0.11% 427 0 0.0% Q2 2026 Jul 07, 2026
Brio Consultants, LLC History No change 8,889 1,136 0.13% 0.13% 428 0 0.0% Q2 2026 Aug 12, 2026
Rehmann Capital Advisory Group History No change 8,830 1,128 0.05% 0.05% 429 0 0.0% Q2 2026 Aug 20, 2026
Capital Investment Advisors, LLC History No change 8,818 1,127 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 06, 2026
AMERICAN NATIONAL BANK & TRUST History No change 8,590 1,107 0.1% 0.09% 431 0 0.0% Q3 2026 Oct 07, 2026
J. M. Brown & Associates Inc. History No change 8,610 1,100 0.63% 0.63% 432 0 0.0% Q2 2026 Jul 23, 2026
RAINIER FAMILY WEALTH INC History No change 8,579 1,096 0.62% 0.62% 433 0 0.0% Q2 2026 Jul 15, 2026
EP Wealth Advisors, LLC History No change 8,512 1,087 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 11, 2026
Beaumont Financial Advisors, LLC History No change 8,488 1,084 0.07% 0.07% 435 0 0.0% Q2 2026 Aug 04, 2026
Junk Investment Group, LLC History No change 8,425 1,076 0.48% 0.48% 436 0 0.0% Q2 2026 Jul 29, 2026
GeoWealth Management, LLC History No change 8,394 1,072 0.03% 0.03% 437 0 0.0% Q2 2026 Jul 30, 2026
American Money Management, LLC History No change 8,347 1,066 0.15% 0.15% 438 0 0.0% Q2 2026 Aug 13, 2026
Key Client Fiduciary Advisors, LLC History No change 8,312 1,062 0.31% 0.31% 439 0 0.0% Q2 2026 Jul 09, 2026
Koshinski Asset Management, Inc. History No change 8,153 1,042 0.06% 0.06% 440 0 0.0% Q2 2026 Jul 27, 2026
CHOREO, LLC History No change 8,117 1,037 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 04, 2026
Forum Finance Group S.A. History No change 10,026 1,036 0.37% 0.37% 442 0 0.0% Q2 2026 Aug 14, 2026
VICUS CAPITAL History No change 8,068 1,031 0.07% 0.07% 443 0 0.0% Q2 2026 Aug 05, 2026
SBI Securities Co., Ltd. History No change 8,069 1,031 0.02% 0.02% 444 0 0.0% Q2 2026 Jul 22, 2026
HAZLETT, BURT & WATSON, INC. History No change 8,048 1,028 0.27% 0.27% 445 0 0.0% Q2 2026 Jul 30, 2026
Capital Planning LLC History No change 8,012 1,024 0.3% 0.3% 446 0 0.0% Q2 2026 Jul 22, 2026
Sovereign Financial Group, Inc. History No change 7,971 1,018 0.16% 0.16% 447 0 0.0% Q2 2026 Jul 24, 2026
Capstone Wealth Management, Inc. History No change 7,988 1,013 0.76% 0.76% 448 0 0.0% Q2 2026 Aug 13, 2026
Total Clarity Wealth Management, Inc. History No change 7,896 1,009 0.2% 0.2% 449 0 0.0% Q2 2026 Jul 23, 2026
Chevy Chase Trust Holdings, LLC History No change 7,852 1,003 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 7,814 998 0.05% 0.05% 451 0 0.0% Q2 2026 Jul 23, 2026
Robinhood Asset Management, LLC History No change 7,730 987 0.05% 0.05% 452 0 0.0% Q2 2026 Aug 11, 2026
Waterloo Capital, L.P. History No change 7,686 982 0.06% 0.06% 453 0 0.0% Q2 2026 Jul 29, 2026
Lee, Kelleher & Klein Wealth Management History No change 7,687 982 0.51% 0.51% 454 0 0.0% Q2 2026 Jul 10, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 7,672 980 0.27% 0.27% 455 0 0.0% Q2 2026 Jul 24, 2026
Freedom Investment Management, Inc. History No change 7,666 979 0.27% 0.27% 456 0 0.0% Q2 2026 Aug 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 7,661 979 0.02% 0.02% 457 0 0.0% Q2 2026 Jul 28, 2026
Calydon Capital History No change 7,633 975 0.14% 0.14% 458 0 0.0% Q2 2026 Aug 14, 2026
Santori & Peters, Inc. History No change 7,556 965 0.27% 0.27% 459 0 0.0% Q2 2026 Jul 24, 2026
Bluesphere Advisors LLC History No change 7,550 964 0.3% 0.3% 460 0 0.0% Q2 2026 Jul 30, 2026
Keystone Financial Group History No change 7,517 960 0.06% 0.06% 461 0 0.0% Q2 2026 Jul 29, 2026
Goelzer Investment Management, Inc. History No change 7,496 958 0.04% 0.04% 462 0 0.0% Q2 2026 Jul 14, 2026
Braun-Bostich & Associates Inc. History No change 7,477 955 0.53% 0.53% 463 0 0.0% Q2 2026 Jul 24, 2026
Arista Wealth Management, LLC History No change 7,474 955 0.1% 0.1% 464 0 0.0% Q2 2026 Jul 08, 2026
Ponta Wealth Partners, LLC History No change 7,456 952 0.51% 0.51% 465 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 7,378 942 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 13, 2026
Cordatus Wealth Management LLC History No change 7,254 927 0.2% 0.2% 467 0 0.0% Q2 2026 Jul 29, 2026
CoreCap Advisors, LLC History No change 7,156 914 0.03% 0.03% 468 0 0.0% Q2 2026 Jul 06, 2026
Berman McAleer LLC History No change 7,135 911 0.11% 0.11% 469 0 0.0% Q2 2026 Jul 16, 2026
BLAIR WILLIAM & CO/IL History No change 7,078 904 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 11, 2026
Midwest Trust Co History No change 6,953 888 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 04, 2026
Cedar Wealth Management, LLC History No change 6,894 881 0.23% 0.23% 472 0 0.0% Q2 2026 Aug 12, 2026
SENTINEL TRUST CO LBA History No change 6,885 880 0.08% 0.08% 473 0 0.0% Q2 2026 Jul 13, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 6,843 874 0.07% 0.07% 474 0 0.0% Q2 2026 Jul 28, 2026
Range Advisory, LLC History No change 6,835 873 0.1% 0.1% 475 0 0.0% Q2 2026 Sep 02, 2026
McAdam, LLC History No change 6,820 871 0.03% 0.03% 476 0 0.0% Q2 2026 Aug 04, 2026
Calamos Wealth Management LLC History No change 6,813 870 0.03% 0.03% 477 0 0.0% Q2 2026 Jul 31, 2026
PETRA FINANCIAL ADVISORS INC History No change 6,758 863 0.4% 0.4% 478 0 0.0% Q2 2026 Jul 24, 2026
Kachkovsky & Fisher, Inc. History No change 6,700 856 0.82% 0.82% 479 0 0.0% Q2 2026 Sep 08, 2026
Verum Partners LLC History No change 6,687 854 0.13% 0.13% 480 0 0.0% Q2 2026 Jul 22, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,687 854 0.0% 0.0% 481 0 0.0% Q2 2026 Sep 23, 2026
HighPoint Advisor Group LLC History No change 6,678 853 0.03% 0.03% 482 0 0.0% Q2 2026 Aug 05, 2026
Advisory Resource Group History No change 6,669 852 0.13% 0.13% 483 0 0.0% Q2 2026 Jul 14, 2026
TCW GROUP INC History No change 6,665 851 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 03, 2026
Vontobel Holding Ltd. History No change 6,659 851 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 03, 2026
Bogart Wealth, LLC History No change 6,623 846 0.03% 0.03% 486 0 0.0% Q2 2026 Jul 24, 2026
Truepoint, Inc. History No change 6,567 839 0.02% 0.02% 487 0 0.0% Q2 2026 Jul 31, 2026
Financial Engines Advisors L.L.C. History No change 6,564 838 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 14, 2026
NovaPoint Capital, LLC History No change 6,540 835 0.17% 0.17% 489 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 6,532 834 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 03, 2026
Carrera Capital Advisors History No change 6,505 831 0.12% 0.12% 491 0 0.0% Q2 2026 Aug 03, 2026
Vestmark Advisory Solutions, Inc. History No change 6,378 815 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 14, 2026
EQ LLC History No change 6,351 811 0.2% 0.2% 493 0 0.0% Q2 2026 Jul 23, 2026
Clare Market Investments LLC History No change 6,335 809 0.15% 0.15% 494 0 0.0% Q2 2026 Jul 27, 2026
Keeler Thomas Management LLC History No change 6,310 806 0.29% 0.29% 495 0 0.0% Q2 2026 Jul 29, 2026
Financial Guidance Group, Inc. History No change 6,250 798 0.3% 0.3% 496 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 6,222 795 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 6,188 790 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 11, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 6,183 790 0.21% 0.21% 499 0 0.0% Q2 2026 Jul 13, 2026
Betterment LLC History No change 6,151 786 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 6,148 785 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 11, 2026
Visionary Wealth Advisors History No change 6,132 783 0.03% 0.03% 502 0 0.0% Q2 2026 Aug 13, 2026
CURA WEALTH ADVISORS, LLC History No change 6,121 782 0.33% 0.33% 503 0 0.0% Q2 2026 Aug 06, 2026
1832 Asset Management L.P. History No change 6,043 772 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 13, 2026
Clark Capital Management Group, Inc. History No change 5,982 764 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 11, 2026
Global Wealth Management Investment Advisory, Inc. History No change 5,969 762 0.11% 0.11% 506 0 0.0% Q2 2026 Jul 29, 2026
Allworth Financial LP History No change 5,870 750 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 11, 2026
Paladin Advisory Group, LLC History No change 5,854 748 0.5% 0.5% 508 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 5,909 747 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 13, 2026
Arsenal Capital Advisors LLC History No change 5,824 744 0.44% 0.44% 510 0 0.0% Q2 2026 Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 5,736 733 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 14, 2026
Steelhead Wealth Management LLC History No change 5,695 727 0.29% 0.29% 512 0 0.0% Q2 2026 Aug 13, 2026
WORLD EQUITY GROUP, INC. History No change 5,673 725 0.16% 0.16% 513 0 0.0% Q2 2026 Jul 09, 2026
INVESTMENT PARTNERS, LTD. History No change 5,654 722 0.23% 0.23% 514 0 0.0% Q2 2026 Aug 04, 2026
IHT Wealth Management, LLC History No change 5,651 722 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 5,557 710 0.03% 0.03% 516 0 0.0% Q2 2026 Jul 22, 2026
US BANCORP \DE\ History No change 5,486 701 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 12, 2026
Ignite Planners, LLC History No change 5,490 701 0.1% 0.1% 518 0 0.0% Q2 2026 Jul 23, 2026
Ellenbecker Investment Group History No change 5,481 700 0.08% 0.08% 519 0 0.0% Q2 2026 Jul 27, 2026
Balboa Wealth Partners History No change 5,483 700 0.1% 0.1% 520 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 5,472 699 0.01% 0.01% 521 0 0.0% Q2 2026 Aug 03, 2026
Green Ridge Wealth Planning LLC History No change 5,441 695 0.29% 0.29% 522 0 0.0% Q2 2026 Jul 08, 2026
Independent Advisor Alliance History No change 5,402 690 0.02% 0.02% 523 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 5,386 688 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 03, 2026
Stone House Investment Management, LLC History No change 5,363 685 0.09% 0.09% 525 0 0.0% Q2 2026 Aug 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 5,340 682 0.05% 0.05% 526 0 0.0% Q2 2026 Jul 16, 2026
XY Planning Network, Inc. History No change 5,321 680 0.09% 0.09% 527 0 0.0% Q2 2026 Jul 14, 2026
Grant Street Asset Management, Inc. History No change 5,290 676 0.11% 0.11% 528 0 0.0% Q2 2026 Aug 05, 2026
Black Diamond Financial, LLC History No change 5,204 665 0.06% 0.06% 529 0 0.0% Q2 2026 Aug 04, 2026
CENTAURUS FINANCIAL, INC. History No change 5,199 664 0.03% 0.03% 530 0 0.0% Q2 2026 Aug 17, 2026
Vanguard National Trust Co History No change 5,068 647 0.04% 0.04% 531 0 0.0% Q2 2026 Aug 13, 2026
FIRST FINANCIAL BANKSHARES INC History No change 5,053 645 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 5,005 639 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 14, 2026
Quadrant Private Wealth Management, LLC History No change 4,990 637 0.14% 0.14% 534 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 4,955 633 0.04% 0.04% 535 0 0.0% Q2 2026 Aug 05, 2026
Lewis Asset Management, LLC History No change 4,950 632 0.22% 0.22% 536 0 0.0% Q2 2026 Jul 21, 2026
Trust Point Inc. History No change 4,920 628 0.05% 0.05% 537 0 0.0% Q2 2026 Jul 08, 2026
Hilltop Holdings Inc. History No change 4,903 626 0.05% 0.05% 538 0 0.0% Q2 2026 Aug 13, 2026
First American Bank History No change 4,840 618 0.03% 0.03% 539 0 0.0% Q2 2026 Jul 15, 2026
JMG Financial Group, Ltd. History No change 4,836 618 0.01% 0.01% 540 0 0.0% Q2 2026 Jul 31, 2026
SIMA Wealth Partners, LLC History No change 4,734 605 0.43% 0.43% 541 0 0.0% Q2 2026 Jul 28, 2026
Fairway Wealth LLC History No change 4,695 600 0.14% 0.14% 542 0 0.0% Q2 2026 Jul 24, 2026
N10 WEALTH, LLC History No change 4,675 597 0.21% 0.21% 543 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 4,660 595 0.03% 0.03% 544 0 0.0% Q2 2026 Aug 07, 2026
Wharton Business Group, LLC History No change 4,660 595 0.02% 0.02% 545 0 0.0% Q2 2026 Aug 10, 2026
Compass Wealth Management LLC History No change 4,640 593 0.11% 0.11% 546 0 0.0% Q2 2026 Aug 07, 2026
FF Advisors,LLC History No change 4,631 591 0.22% 0.22% 547 0 0.0% Q2 2026 Jul 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,632 586 0.04% 0.04% 548 0 0.0% Q2 2026 Jul 22, 2026
Fortitude Advisory Group L.L.C. History No change 4,549 581 0.22% 0.22% 549 0 0.0% Q2 2026 Jul 22, 2026
Level Financial Advisors History No change 4,539 580 0.13% 0.13% 550 0 0.0% Q2 2026 Jul 15, 2026
Dorsey & Whitney Trust CO LLC History No change 4,531 579 0.03% 0.03% 551 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 4,527 578 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 4,529 578 0.04% 0.04% 553 0 0.0% Q2 2026 Jul 20, 2026
Fermata Advisors, LLC History No change 4,484 573 0.12% 0.12% 554 0 0.0% Q2 2026 Jul 07, 2026
ARK & TLK INVESTMENTS, LLC History No change 4,384 560 0.14% 0.14% 555 0 0.0% Q2 2026 Jul 20, 2026
BlueStem Wealth Partners, LLC History No change 4,340 554 0.06% 0.06% 556 0 0.0% Q2 2026 Aug 11, 2026
Hirtle & Co., LLC History No change 4,321 552 0.02% 0.02% 557 0 0.0% Q2 2026 Aug 14, 2026
Emerald Advisors, LLC History No change 4,259 544 0.07% 0.07% 558 0 0.0% Q2 2026 Jul 20, 2026
Opus Capital Group, LLC History No change 4,226 540 0.05% 0.05% 559 0 0.0% Q2 2026 Jul 31, 2026
CRA Financial Services, LLC History No change 4,215 538 0.06% 0.06% 560 0 0.0% Q2 2026 Jul 24, 2026
Kohmann Bosshard Financial Services, LLC History No change 4,209 537 0.05% 0.05% 561 0 0.0% Q2 2026 Jul 14, 2026
New England Private Wealth Advisors LLC History No change 4,423 535 0.05% 0.05% 562 0 0.0% Q2 2026 Aug 04, 2026
MONECO ADVISORS, LLC History No change 4,183 534 0.03% 0.03% 563 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History No change 4,156 531 0.02% 0.02% 564 0 0.0% Q2 2026 Aug 10, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 4,143 529 0.09% 0.09% 565 0 0.0% Q2 2026 Jul 21, 2026
Wilmington Savings Fund Society, FSB History No change 4,138 528 0.01% 0.01% 566 0 0.0% Q2 2026 Jul 28, 2026
JHP Wealth Management, LLC History No change 4,133 528 0.43% 0.43% 567 0 0.0% Q2 2026 Jul 30, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 4,119 526 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 14, 2026
New Republic Capital, LLC History No change 4,120 526 0.12% 0.12% 569 0 0.0% Q2 2026 Jul 31, 2026
EAGLE WEALTH STRATEGIES LLC History No change 4,081 521 0.2% 0.2% 570 0 0.0% Q2 2026 Jul 09, 2026
Gladstone Institutional Advisory LLC History No change 4,074 520 0.02% 0.02% 571 0 0.0% Q2 2026 Jul 27, 2026
LANARK FINANCIAL, INC. History No change 4,051 517 0.04% 0.04% 572 0 0.0% Q2 2026 Jul 21, 2026
Private Wealth Asset Management, LLC History No change 4,048 517 0.05% 0.05% 573 0 0.0% Q2 2026 Aug 11, 2026
BURLING WEALTH PARTNERS, LLC History No change 4,045 516 0.08% 0.08% 574 0 0.0% Q2 2026 Aug 04, 2026
D'Orazio & Associates, Inc. History No change 4,018 513 0.06% 0.06% 575 0 0.0% Q2 2026 Jul 28, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 4,680 513 0.06% 0.06% 576 0 0.0% Q2 2026 Aug 05, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 3,969 507 0.02% 0.02% 577 0 0.0% Q2 2026 Aug 05, 2026
INTEGRITY ALLIANCE, LLC. History No change 3,954 505 0.02% 0.02% 578 0 0.0% Q2 2026 Jul 31, 2026
Capital Analysts, LLC History No change 3,945 504 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 05, 2026
SteelPeak Wealth, LLC History No change 3,949 504 0.01% 0.01% 580 0 0.0% Q2 2026 Jul 13, 2026
Compound Planning, Inc. History No change 3,935 502 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 04, 2026
JPL Wealth Management, LLC History No change 3,863 493 0.1% 0.1% 582 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,844 491 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 07, 2026
Flaharty Asset Management, LLC History No change 3,917 488 0.7% 0.7% 584 0 0.0% Q2 2026 Jul 08, 2026
Legacy Wealth Asset Management, LLC History No change 3,819 488 0.11% 0.11% 585 0 0.0% Q2 2026 Jul 09, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,804 486 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 11, 2026
Inman Jager Wealth Management, LLC History No change 3,790 484 0.26% 0.26% 587 0 0.0% Q2 2026 Aug 07, 2026
Regent Peak Wealth Advisors LLC History No change 3,773 482 0.09% 0.09% 588 0 0.0% Q2 2026 Jul 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,775 482 0.07% 0.07% 589 0 0.0% Q2 2026 Jul 21, 2026
SAX WEALTH ADVISORS, LLC History No change 4,392 481 0.02% 0.02% 590 0 0.0% Q2 2026 Jul 09, 2026
Quantbot Technologies LP History No change 3,756 480 0.02% 0.02% 591 0 0.0% Q2 2026 Aug 12, 2026
KINTRA WEALTH, LLC History No change 3,714 480 0.03% 0.03% 592 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 3,711 474 0.01% 0.01% 593 0 0.0% Q2 2026 Jul 29, 2026
Proficio Capital Partners LLC History No change 3,705 473 0.02% 0.02% 594 0 0.0% Q2 2026 Aug 14, 2026
Per Stirling Capital Management, LLC. History No change 3,696 472 0.04% 0.04% 595 0 0.0% Q2 2026 Aug 14, 2026
Elite Life Management LLC History No change 3,692 470 0.55% 0.55% 596 0 0.0% Q2 2026 Aug 06, 2026
E6 Portfolios, LLC History No change 3,678 470 0.38% 0.38% 597 0 0.0% Q2 2026 Aug 10, 2026
OneDigital Investment Advisors LLC History No change 3,671 469 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 06, 2026
VISIONARY HORIZONS, LLC History No change 3,675 469 0.2% 0.2% 599 0 0.0% Q2 2026 Jul 16, 2026
Composition Wealth, LLC History No change 3,669 468 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 22, 2026
Bond & Devick Financial Network, Inc. History No change 3,656 467 0.11% 0.11% 601 0 0.0% Q2 2026 Jul 16, 2026
Rathbones Group PLC History No change 3,650 466 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 23, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 3,643 465 0.06% 0.06% 603 0 0.0% Q2 2026 Aug 14, 2026
HFG Advisors, Inc. History No change 3,610 461 0.29% 0.29% 604 0 0.0% Q2 2026 Aug 07, 2026
Gilliland Jeter Wealth Management LLC History No change 3,604 460 0.12% 0.12% 605 0 0.0% Q2 2026 Jul 29, 2026
MOR Wealth Management, LLC History No change 3,595 459 0.18% 0.18% 606 0 0.0% Q2 2026 Aug 06, 2026
Signal Advisors Wealth, LLC History No change 3,591 458 0.02% 0.02% 607 0 0.0% Q2 2026 Aug 04, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 3,546 453 0.11% 0.11% 608 0 0.0% Q2 2026 Jul 24, 2026
Advyzon Investment Management, LLC History No change 3,533 451 0.03% 0.03% 609 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 3,559 450 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 27, 2026
Arvest Bank Trust Division History No change 3,521 450 0.02% 0.02% 611 0 0.0% Q2 2026 Aug 13, 2026
Kraft, Davis & Associates, LLC History No change 3,584 447 0.09% 0.09% 612 0 0.0% Q2 2026 Jul 09, 2026
My Personal CFO, LLC History No change 3,462 442 0.17% 0.17% 613 0 0.0% Q2 2026 Jul 21, 2026
Trexquant Investment LP History No change 3,447 440 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History No change 3,439 439 0.02% 0.02% 615 0 0.0% Q2 2026 Jul 28, 2026
HUB Investment Partners, LLC History No change 3,430 438 0.01% 0.01% 616 0 0.0% Q2 2026 Jul 31, 2026
Stratos Wealth Advisors, LLC History No change 3,418 436 0.02% 0.02% 617 0 0.0% Q2 2026 Aug 11, 2026
CCG WEALTH MANAGEMENT, LLC History No change 3,416 436 0.1% 0.1% 618 0 0.0% Q2 2026 Aug 07, 2026
United Capital Management of KS, Inc. History No change 3,410 435 0.06% 0.06% 619 0 0.0% Q2 2026 Aug 05, 2026
Park Capital Management, LLC / WI History No change 3,400 434 0.26% 0.26% 620 0 0.0% Q2 2026 Jul 10, 2026
Blue Trust, Inc. History No change 3,370 430 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 21, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,361 429 0.0% 0.0% 622 0 0.0% Q2 2026 Sep 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 3,350 428 0.02% 0.02% 623 0 0.0% Q2 2026 Jul 31, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 3,338 426 0.1% 0.1% 624 0 0.0% Q2 2026 Jul 09, 2026
Cyndeo Wealth Partners, LLC History No change 3,320 424 0.02% 0.02% 625 0 0.0% Q2 2026 Jul 21, 2026
United Community Bank History No change 3,304 422 0.13% 0.13% 626 0 0.0% Q2 2026 Aug 13, 2026
TME FINANCIAL, INC. History No change 3,305 422 0.26% 0.26% 627 0 0.0% Q2 2026 Jul 23, 2026
Merkkuri Wealth Advisors LLC History No change 3,301 421 0.26% 0.26% 628 0 0.0% Q2 2026 Jul 27, 2026
Fairvoy Private Wealth, LLC History No change 3,289 420 0.08% 0.08% 629 0 0.0% Q2 2026 Jul 17, 2026
Ancora Advisors LLC History No change 3,275 418 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 14, 2026
MWA Asset Management History No change 3,267 417 0.19% 0.19% 631 0 0.0% Q2 2026 Jul 31, 2026
CULLINAN ASSOCIATES INC History No change 3,257 416 0.03% 0.03% 632 0 0.0% Q2 2026 Jul 29, 2026
Waverly Advisors, LLC History No change 3,261 416 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 3,244 414 0.03% 0.03% 634 0 0.0% Q2 2026 Aug 10, 2026
STOCK YARDS BANK & TRUST CO History No change 3,235 413 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 19, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 3,218 411 0.28% 0.28% 636 0 0.0% Q2 2026 Jul 15, 2026
Colter Lewis Investment Partners LLC History No change 3,196 408 0.18% 0.18% 637 0 0.0% Q2 2026 Aug 14, 2026
White Lighthouse Investment Management Inc. History No change 3,191 407 0.05% 0.05% 638 0 0.0% Q2 2026 Aug 04, 2026
Kendall Capital Management History No change 3,182 406 0.07% 0.07% 639 0 0.0% Q2 2026 Aug 12, 2026
Tranquility Partners, LLC History No change 3,180 406 0.14% 0.14% 640 0 0.0% Q2 2026 Jul 23, 2026
Park Edge Advisors, LLC History No change 3,133 400 0.08% 0.08% 641 0 0.0% Q2 2026 Jul 10, 2026
Wealthfront Advisers LLC History No change 3,128 399 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 07, 2026
SC&H Financial Advisors, Inc. History No change 3,127 399 0.05% 0.05% 643 0 0.0% Q2 2026 Aug 04, 2026
Avidian Wealth Enterprises, LLC History No change 3,116 398 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 24, 2026
Alteri Wealth LLC History No change 3,109 397 0.11% 0.11% 645 0 0.0% Q2 2026 Jul 29, 2026
MITCHELL SINKLER & STARR/PA History No change 3,105 396 0.16% 0.16% 646 0 0.0% Q2 2026 Jul 21, 2026
NorthRock Partners, LLC History No change 3,082 393 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,069 392 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 06, 2026
Avant Capital LLC History No change 2,962 378 0.24% 0.24% 649 0 0.0% Q2 2026 Aug 12, 2026
Nelson Capital Management, LLC History No change 2,951 377 0.04% 0.04% 650 0 0.0% Q2 2026 Jul 24, 2026
CWA Asset Management Group, LLC History No change 2,942 376 0.01% 0.01% 651 0 0.0% Q2 2026 Jul 14, 2026
Balefire, LLC History No change 2,934 375 0.06% 0.06% 652 0 0.0% Q2 2026 Jul 07, 2026
EQUITABLE TRUST CO History No change 2,933 374 0.02% 0.02% 653 0 0.0% Q2 2026 Jul 23, 2026
William Mack & Associates, Inc. History No change 2,932 374 0.13% 0.13% 654 0 0.0% Q2 2026 Jul 10, 2026
BLB&B Advisors, LLC History No change 2,910 371 0.01% 0.01% 655 0 0.0% Q2 2026 Aug 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 2,890 369 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 17, 2026
Impact Capital Partners LLC History No change 2,844 363 0.1% 0.1% 657 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 2,814 359 0.07% 0.07% 658 0 0.0% Q2 2026 Aug 11, 2026
FLOW TRADERS U.S. LLC History No change 2,795 357 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 14, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,784 355 0.05% 0.05% 660 0 0.0% Q2 2026 Jul 24, 2026
McCartney Wealth Management LLC History No change 2,771 354 0.27% 0.27% 661 0 0.0% Q2 2026 Aug 03, 2026
Meeder Advisory Services, Inc. History No change 2,752 351 0.01% 0.01% 662 0 0.0% Q2 2026 Aug 07, 2026
UNIVEST FINANCIAL Corp History No change 2,742 350 0.02% 0.02% 663 0 0.0% Q2 2026 Aug 07, 2026
First City Capital Management, Inc. History No change 2,744 350 0.17% 0.17% 664 0 0.0% Q2 2026 Jul 13, 2026
SEI INVESTMENTS CO History No change 2,708 346 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 14, 2026
TOEWS CORP /ADV History No change 2,699 344 0.05% 0.05% 666 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History No change 2,694 344 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 06, 2026
StoneX Group Inc. History No change 2,672 341 0.01% 0.01% 668 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 2,672 341 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 06, 2026
MYCIO WEALTH PARTNERS, LLC History No change 2,576 329 0.06% 0.06% 670 0 0.0% Q2 2026 Aug 12, 2026
Foundation Wealth Management, LLC History No change 2,552 326 0.19% 0.19% 671 0 0.0% Q2 2026 Jul 30, 2026
Perennial Investment Advisors, LLC History No change 2,535 324 0.02% 0.02% 672 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 2,523 322 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 14, 2026
SkyOak Wealth, LLC History No change 2,498 319 0.05% 0.05% 674 0 0.0% Q2 2026 Jul 30, 2026
SVB WEALTH LLC History No change 2,483 317 0.02% 0.02% 675 0 0.0% Q2 2026 Jul 17, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 2,483 317 0.48% 0.48% 676 0 0.0% Q2 2026 Jul 16, 2026
Integrated Advisors Network LLC History No change 2,478 316 0.01% 0.01% 677 0 0.0% Q2 2026 Aug 11, 2026
Newport Capital Group, LLC History No change 2,477 316 0.18% 0.18% 678 0 0.0% Q2 2026 Jul 21, 2026
Evanson Financial, LLC History No change 2,462 314 0.02% 0.02% 679 0 0.0% Q2 2026 Jul 07, 2026
Traction Financial Partners, LLC History No change 2,453 313 0.17% 0.17% 680 0 0.0% Q2 2026 Aug 13, 2026
Rice Partnership, LLC History No change 2,445 312 0.04% 0.04% 681 0 0.0% Q2 2026 Jul 29, 2026
Quotient Wealth Partners, LLC History No change 2,444 312 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 03, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 2,422 309 0.04% 0.04% 683 0 0.0% Q2 2026 Jul 29, 2026
ALTFEST L J & CO INC History No change 2,403 307 0.03% 0.03% 684 0 0.0% Q2 2026 Jul 30, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,407 307 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 30, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 2,409 307 0.08% 0.08% 686 0 0.0% Q2 2026 Jul 13, 2026
Madrona Financial Services, LLC History No change 2,392 305 0.06% 0.06% 687 0 0.0% Q2 2026 Jul 17, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 2,389 305 0.13% 0.13% 688 0 0.0% Q2 2026 Aug 07, 2026
James Reed Financial Services, Inc. History No change 2,381 304 0.23% 0.23% 689 0 0.0% Q2 2026 Jul 16, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 2,375 303 0.12% 0.12% 690 0 0.0% Q2 2026 Jul 09, 2026
MOTIVE WEALTH ADVISORS History No change 2,368 302 0.12% 0.12% 691 0 0.0% Q2 2026 Jul 20, 2026
Modern Wealth Management, LLC History No change 2,366 302 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
Valued Retirements, Inc. History No change 2,356 301 0.27% 0.27% 693 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Management, Inc. History No change 2,340 299 0.07% 0.07% 694 0 0.0% Q2 2026 Jul 28, 2026
MidFirst Bank History No change 2,334 298 0.02% 0.02% 695 0 0.0% Q2 2026 Aug 07, 2026
SCOTIA CAPITAL INC. History No change 2,327 297 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 11, 2026
Sicart Associates LLC History No change 2,313 295 0.07% 0.07% 697 0 0.0% Q2 2026 Aug 11, 2026
GENTRY PRIVATE WEALTH, LLC History No change 2,293 293 0.15% 0.15% 698 0 0.0% Q2 2026 Aug 05, 2026
Bawa N Mallick Trust History No change 2,300 293 0.09% 0.09% 699 0 0.0% Q2 2026 Aug 14, 2026
Tannin Capital LLC History No change 2,287 292 0.19% 0.19% 700 0 0.0% Q2 2026 Aug 04, 2026
Krilogy Financial LLC History No change 2,277 291 0.01% 0.01% 701 0 0.0% Q2 2026 Jul 27, 2026
Freestone Capital Holdings, LLC History No change 2,255 288 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 31, 2026
AssuredPartners Investment Advisors, LLC History No change 2,252 287 0.03% 0.03% 703 0 0.0% Q2 2026 Aug 10, 2026
Buck Wealth Strategies, LLC History No change 2,243 286 0.03% 0.03% 704 0 0.0% Q2 2026 Jul 30, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 2,241 286 0.53% 0.53% 705 0 0.0% Q2 2026 Aug 10, 2026
Ellevest, Inc. History No change 2,234 285 0.03% 0.03% 706 0 0.0% Q2 2026 Aug 10, 2026
Essex Financial Services, Inc. History No change 2,229 284 0.01% 0.01% 707 0 0.0% Q2 2026 Aug 10, 2026
Amplius Wealth Advisors, LLC History No change 2,225 284 0.02% 0.02% 708 0 0.0% Q2 2026 Jul 17, 2026
Tidemark, LLC History No change 2,227 284 0.06% 0.06% 709 0 0.0% Q2 2026 Aug 10, 2026
Evelyn Partners Group Ltd History No change 2,226 284 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History No change 2,207 282 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 11, 2026
Vertex Planning Partners, LLC History No change 2,207 282 0.04% 0.04% 712 0 0.0% Q2 2026 Aug 14, 2026
StoryOne LLC History No change 2,205 281 0.13% 0.13% 713 0 0.0% Q2 2026 Jul 24, 2026
Root Financial Partners, LLC History No change 2,190 279 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 29, 2026
Camarda Financial Advisors, LLC History No change 2,177 278 0.08% 0.08% 715 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 2,179 278 0.07% 0.07% 716 0 0.0% Q2 2026 Jul 23, 2026
Convergence Financial, LLC History No change 2,178 278 0.02% 0.02% 717 0 0.0% Q2 2026 Aug 05, 2026
CWC Advisors, LLC. History No change 2,168 277 0.12% 0.12% 718 0 0.0% Q2 2026 Jul 21, 2026
Directional Asset Management History No change 2,117 270 0.23% 0.23% 719 0 0.0% Q2 2026 Jul 24, 2026
JACOBS & CO/CA History No change 2,100 268 0.02% 0.02% 720 0 0.0% Q2 2026 Jul 08, 2026
Orion Capital Management LLC History No change 2,081 265 0.08% 0.08% 721 0 0.0% Q2 2026 Aug 17, 2026
KEB ASSET MANAGEMENT, LLC History No change 2,081 265 0.04% 0.04% 722 0 0.0% Q2 2026 Jul 14, 2026
Kroeger Financial Partners History No change 2,069 264 0.26% 0.26% 723 0 0.0% Q2 2026 Jul 27, 2026
Bluespring Wealth Management, LLC History No change 2,033 259 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 11, 2026
NTV ASSET MANAGEMENT LLC History No change 2,024 258 0.03% 0.03% 725 0 0.0% Q2 2026 Aug 05, 2026
PHILADELPHIA TRUST CO History No change 2,000 256 0.02% 0.02% 726 0 0.0% Q2 2026 Aug 10, 2026
EVERETT HARRIS & CO /CA/ History No change 2,000 255 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 03, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 1,998 255 0.02% 0.02% 728 0 0.0% Q2 2026 Jul 28, 2026
Sylvest Advisors, LLC History No change 2,002 255 0.11% 0.11% 729 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisory Services, LLC History No change 1,995 254 0.02% 0.02% 730 0 0.0% Q2 2026 Jul 23, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 1,981 253 0.0% 0.0% 731 0 0.0% Q2 2026 Jul 15, 2026
CITADEL ADVISORS LLC History No change 1,987 253 0.0% 0.0% 732 0 0.0% Q2 2026 Sep 02, 2026
Evercore Wealth Management, LLC History No change 1,986 253 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 14, 2026
AlphaStar Capital Management, LLC History No change 1,986 253 0.02% 0.02% 734 0 0.0% Q2 2026 Jul 30, 2026
PUREfi Wealth, LLC History No change 1,986 253 0.14% 0.14% 735 0 0.0% Q2 2026 Jul 27, 2026
Financial Planning Hawaii, Inc. History No change 1,980 253 0.14% 0.14% 736 0 0.0% Q2 2026 Jul 23, 2026
Signature Equity Partners, LLC History No change 1,977 252 0.12% 0.12% 737 0 0.0% Q2 2026 Jul 30, 2026
Crews Bank & Trust History No change 1,969 251 0.03% 0.03% 738 0 0.0% Q2 2026 Jul 16, 2026
Prepared Retirement Institute LLC History No change 1,970 251 0.11% 0.11% 739 0 0.0% Q2 2026 Aug 10, 2026
AMERICAN CAPITAL MANAGEMENT INC History No change 1,949 249 0.01% 0.01% 740 0 0.0% Q2 2026 Aug 14, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 1,962 248 0.03% 0.03% 741 0 0.0% Q2 2026 Jul 07, 2026
Snider Financial Group History No change 1,948 248 0.06% 0.06% 742 0 0.0% Q2 2026 Jul 14, 2026
Clarendon Private LLC History No change 1,941 248 0.16% 0.16% 743 0 0.0% Q2 2026 Jul 22, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 1,936 247 0.03% 0.03% 744 0 0.0% Q2 2026 Jul 20, 2026
UNIQUE WEALTH, LLC History No change 1,940 247 0.03% 0.03% 745 0 0.0% Q2 2026 Jul 21, 2026
EASTERN BANK History Reduced 1,915 246 0.0% 0.01% 746 -1,394 -42.13% Q3 2026 Oct 05, 2026
Horst & Graben Wealth Management LLC History No change 1,939 245 0.03% 0.03% 747 0 0.0% Q2 2026 Jul 22, 2026
Triad Wealth Partners, LLC History No change 1,969 245 0.01% 0.01% 748 0 0.0% Q2 2026 Aug 10, 2026
Empirical Asset Management, LLC History No change 1,898 242 0.05% 0.05% 749 0 0.0% Q2 2026 Aug 10, 2026
Financial Freedom, LLC History No change 1,897 242 0.11% 0.11% 750 0 0.0% Q2 2026 Aug 05, 2026
PATRON PARTNERS, LLC History No change 1,891 241 0.09% 0.09% 751 0 0.0% Q2 2026 Aug 11, 2026
HM PAYSON & CO History No change 1,865 238 0.0% 0.0% 752 0 0.0% Q2 2026 Jul 17, 2026
Occidental Asset Management, LLC History No change 1,865 238 0.02% 0.02% 753 0 0.0% Q2 2026 Aug 07, 2026
Innovative Wealth Building LLC History No change 1,864 238 0.14% 0.14% 754 0 0.0% Q2 2026 Jul 23, 2026
Aurora Private Wealth, Inc. History No change 1,856 237 0.15% 0.15% 755 0 0.0% Q2 2026 Jul 21, 2026
Roxbury Financial LLC History Added to 1,810 233 0.18% 0.18% 757 +2 0.11% Q3 2026 Oct 01, 2026
Gordian Advisors LLC History No change 1,828 233 0.14% 0.14% 756 0 0.0% Q2 2026 Aug 04, 2026
Clearwave Capital, LLC History No change 1,826 233 0.13% 0.13% 758 0 0.0% Q2 2026 Jul 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,819 232 0.08% 0.08% 759 0 0.0% Q2 2026 Jul 08, 2026
NOTTINGHAM ADVISORS, INC. History No change 1,894 232 0.03% 0.03% 760 0 0.0% Q2 2026 Jul 27, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,819 232 0.01% 0.01% 761 0 0.0% Q2 2026 Jul 28, 2026
Abel Hall, LLC History No change 1,816 232 0.04% 0.04% 762 0 0.0% Q2 2026 Jul 24, 2026
180 WEALTH ADVISORS, LLC History No change 1,810 231 0.02% 0.02% 763 0 0.0% Q2 2026 Jul 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,801 230 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 24, 2026
Caitlin John, LLC History No change 1,803 230 0.13% 0.13% 765 0 0.0% Q2 2026 Aug 17, 2026
Asset Management One Co., Ltd. History No change 1,790 228 0.0% 0.0% 766 0 0.0% Q2 2026 Jul 28, 2026
Firestone Capital Management History No change 1,777 227 0.04% 0.04% 767 0 0.0% Q2 2026 Jul 31, 2026
North Star Investment Management Corp. History No change 1,770 226 0.01% 0.01% 768 0 0.0% Q2 2026 Jul 28, 2026
SeaCrest Wealth Management, LLC History No change 1,773 226 0.03% 0.03% 769 0 0.0% Q2 2026 Jul 09, 2026
Trellis Wealth Advisors LLC History No change 1,775 226 0.08% 0.08% 770 0 0.0% Q2 2026 Jul 15, 2026
Rothschild Wealth LLC History No change 1,764 225 0.02% 0.02% 771 0 0.0% Q2 2026 Aug 11, 2026
Synergy Investment Management, LLC History No change 1,754 224 0.05% 0.05% 772 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 1,725 220 0.03% 0.03% 773 0 0.0% Q2 2026 Aug 04, 2026
Bellars Harris Wealth Management, LLC History No change 1,726 220 0.04% 0.04% 774 0 0.0% Q2 2026 Aug 06, 2026
GREAT LAKES ADVISORS, LLC History No change 1,702 217 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 10, 2026
Old North State Wealth Management, LLC History No change 1,700 217 0.09% 0.09% 776 0 0.0% Q2 2026 Jul 17, 2026
Aspen Capital Management, LLC History No change 1,701 217 0.05% 0.05% 777 0 0.0% Q2 2026 Aug 04, 2026
Premier Path Wealth Partners, LLC History No change 1,694 216 0.02% 0.02% 778 0 0.0% Q2 2026 Jul 21, 2026
Quantum Financial Planning Services, Inc. History No change 1,691 216 0.07% 0.07% 779 0 0.0% Q2 2026 Jul 15, 2026
ELEVATUS WELATH MANAGEMENT History No change 1,690 215 0.05% 0.05% 780 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History No change 1,676 214 0.01% 0.01% 781 0 0.0% Q2 2026 Jul 21, 2026
Dakota Wealth Management History No change 1,678 214 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 07, 2026
Symphony Financial, Ltd. Co. History No change 1,697 214 0.02% 0.02% 783 0 0.0% Q2 2026 Aug 03, 2026
Murphy & Mullick Capital Management Corp History No change 1,680 214 0.13% 0.13% 784 0 0.0% Q2 2026 Aug 14, 2026
Brady Martz Wealth Solutions, LLC History No change 1,663 212 0.03% 0.03% 785 0 0.0% Q2 2026 Jul 23, 2026
ROMANO BROTHERS AND COMPANY History No change 1,656 211 0.02% 0.02% 786 0 0.0% Q2 2026 Jul 21, 2026
Keel Point, LLC History No change 1,658 211 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 14, 2026
VeraBank, N.A. History No change 1,645 210 0.03% 0.03% 788 0 0.0% Q2 2026 Aug 05, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 1,641 209 0.03% 0.03% 789 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History No change 1,637 209 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 06, 2026
Chesapeake Wealth Management History No change 1,635 208 0.06% 0.06% 791 0 0.0% Q2 2026 Aug 13, 2026
Pinion Investment Advisors, LLC History No change 1,622 207 0.04% 0.04% 792 0 0.0% Q2 2026 Aug 06, 2026
Glassman Wealth Services History No change 1,616 206 0.02% 0.02% 793 0 0.0% Q2 2026 Aug 05, 2026
Robertson Stephens Wealth Management, LLC History No change 1,612 206 0.01% 0.01% 794 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF VERMONT History No change 1,601 204 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 07, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,600 204 0.06% 0.06% 796 0 0.0% Q2 2026 Jul 31, 2026
Tempo Wealth, LLC History No change 1,599 204 0.03% 0.03% 797 0 0.0% Q2 2026 Jul 27, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 1,575 203 0.12% 0.12% 798 0 0.0% Q3 2026 Oct 07, 2026
Caprock Group, LLC History No change 1,575 201 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 27, 2026
Hilltop Partners LLC History No change 1,576 201 0.05% 0.05% 800 0 0.0% Q2 2026 Aug 05, 2026
Gen-Wealth Partners Inc History No change 1,578 201 0.06% 0.06% 801 0 0.0% Q2 2026 Aug 10, 2026
Timonier Family Office, LTD. History No change 1,577 201 0.06% 0.06% 802 0 0.0% Q2 2026 Aug 03, 2026
Squarepoint Ops LLC History No change 1,567 200 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 14, 2026
Cedarwood Wealth LLC History No change 1,568 200 0.15% 0.15% 804 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 1,532 195 0.02% 0.02% 805 0 0.0% Q2 2026 Aug 14, 2026
Accent Capital Management, LLC History No change 1,500 191 0.08% 0.08% 806 0 0.0% Q2 2026 Aug 12, 2026
Hills Bank & Trust Co History No change 1,449 185 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 10, 2026
Cassaday & Co Wealth Management LLC History No change 1,371 175 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,344 171 0.01% 0.01% 809 0 0.0% Q2 2026 Jul 21, 2026
ENTRUST FINANCIAL LLC History No change 1,316 168 0.11% 0.11% 810 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 1,309 167 0.01% 0.01% 811 0 0.0% Q2 2026 Jul 24, 2026
GoalVest Advisory LLC History Reduced 1,293 166 0.03% 0.05% 813 -1,000 -43.61% Q3 2026 Oct 02, 2026
Pinnacle Bancorp, Inc. History No change 1,300 166 0.04% 0.04% 812 0 0.0% Q2 2026 Jul 28, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,300 166 0.01% 0.01% 814 0 0.0% Q2 2026 Jul 13, 2026
Creative Capital Management Investments LLC History No change 1,298 165 0.04% 0.04% 815 0 0.0% Q2 2026 Jul 24, 2026
Horizon Investments, LLC History No change 1,261 161 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History No change 1,197 152 0.04% 0.04% 817 0 0.0% Q2 2026 Jul 27, 2026
Napier Financial, LLC History No change 1,185 151 0.03% 0.03% 818 0 0.0% Q2 2026 Jul 31, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,175 150 0.03% 0.03% 819 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 1,160 148 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 31, 2026
HHM Wealth Advisors, LLC History No change 1,152 147 0.01% 0.01% 821 0 0.0% Q2 2026 Jul 13, 2026
Arlington Trust Co LLC History No change 1,140 145 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 07, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,302 142 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,054 134 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 22, 2026
Peachtree Investment Partners, LLC History No change 1,000 127 0.04% 0.04% 825 0 0.0% Q2 2026 Aug 06, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 976 124 0.07% 0.07% 826 0 0.0% Q2 2026 Jul 21, 2026
Asset Dedication, LLC History No change 970 123 0.01% 0.01% 827 0 0.0% Q2 2026 Jul 30, 2026
MCF Advisors LLC History No change 963 123 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 12, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 923 117 0.06% 0.06% 829 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 909 116 0.02% 0.02% 830 0 0.0% Q2 2026 Aug 03, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 898 114 0.04% 0.04% 831 0 0.0% Q2 2026 Jul 17, 2026
Trust Co History No change 844 107 0.01% 0.01% 832 0 0.0% Q2 2026 Jul 10, 2026
Concord Wealth Partners History No change 844 107 0.01% 0.01% 833 0 0.0% Q2 2026 Jul 27, 2026
Hoese & Co LLP History No change 822 105 0.07% 0.07% 834 0 0.0% Q2 2026 Jul 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 792 101 0.01% 0.01% 835 0 0.0% Q2 2026 Aug 03, 2026
Key FInancial Inc History No change 791 101 0.02% 0.02% 836 0 0.0% Q2 2026 Jul 24, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 736 94 0.04% 0.04% 837 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 728 93 0.01% 0.01% 838 0 0.0% Q2 2026 Aug 11, 2026
SFAM, LLC History No change 726 92 0.08% 0.08% 839 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 720 92 0.02% 0.02% 840 0 0.0% Q2 2026 Jul 17, 2026
ADIRONDACK TRUST CO History No change 714 91 0.03% 0.03% 841 0 0.0% Q2 2026 Jul 16, 2026
SHP Wealth Management History No change 697 89 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 11, 2026
NFSG Corp History No change 691 88 0.01% 0.01% 843 0 0.0% Q2 2026 Aug 14, 2026
Smallwood Wealth Investment Management, LLC History No change 689 88 0.04% 0.04% 844 0 0.0% Q2 2026 Jul 23, 2026
Godfrey Financial Associates, Inc. History No change 682 87 0.07% 0.07% 845 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 677 86 0.0% 0.0% 846 0 0.0% Q2 2026 Jul 27, 2026
Strategic Investment Solutions, Inc. /IL History No change 679 86 0.02% 0.02% 847 0 0.0% Q2 2026 Jul 08, 2026
Larson Financial Group LLC History No change 667 85 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 660 84 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 10, 2026
Financial Perspectives, Inc History No change 657 84 0.02% 0.02% 850 0 0.0% Q2 2026 Jul 24, 2026
WealthShield Partners, LLC History No change 653 83 0.01% 0.01% 851 0 0.0% Q2 2026 Aug 12, 2026
Owl Creek Wealth Partners LLC History No change 654 83 0.02% 0.02% 852 0 0.0% Q2 2026 Jul 20, 2026
GGM Financial LLC History No change 631 80 0.03% 0.03% 853 0 0.0% Q2 2026 Jul 23, 2026
Allied Private Wealth LLC History No change 612 76 0.05% 0.05% 854 0 0.0% Q2 2026 Jul 09, 2026
JFS WEALTH ADVISORS, LLC History No change 590 75 0.0% 0.0% 855 0 0.0% Q2 2026 Jul 10, 2026
JNBA Financial Advisors History No change 594 75 0.01% 0.01% 856 0 0.0% Q2 2026 Jul 23, 2026
Disciplina Capital Management LLC History No change 560 71 0.01% 0.01% 857 0 0.0% Q2 2026 Aug 10, 2026
Newton One Investments LLC History No change 555 70 0.02% 0.02% 858 0 0.0% Q2 2026 Jul 22, 2026
TOMPKINS FINANCIAL CORP History No change 542 69 0.0% 0.0% 859 0 0.0% Q3 2026 Oct 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 511 65 0.0% 0.0% 860 0 0.0% Q2 2026 Jul 14, 2026
Indiana Trust & Investment Management Co History No change 500 63 0.02% 0.02% 861 0 0.0% Q2 2026 Jul 22, 2026
City State Bank History No change 500 63 0.01% 0.01% 862 0 0.0% Q2 2026 Jul 14, 2026
Avion Wealth History No change 472 60 0.01% 0.01% 863 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 475 60 0.0% 0.0% 864 0 0.0% Q2 2026 Jul 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 455 58 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 460 58 0.01% 0.01% 866 0 0.0% Q2 2026 Aug 10, 2026
Johnson Financial Group, Inc. History No change 443 56 0.0% 0.0% 867 0 0.0% Q2 2026 Aug 10, 2026
Independence Bank of Kentucky History No change 441 56 0.01% 0.01% 868 0 0.0% Q2 2026 Jul 13, 2026
Golden State Wealth Management, LLC History No change 437 55 0.01% 0.01% 869 0 0.0% Q2 2026 Jul 22, 2026
Catherine Avery Investment Management LLC History No change 435 55 0.02% 0.02% 870 0 0.0% Q2 2026 Jul 27, 2026
Vermillion Wealth Management, Inc. History No change 412 52 0.01% 0.01% 871 0 0.0% Q2 2026 Jul 15, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 380 48 0.01% 0.01% 872 0 0.0% Q2 2026 Jul 21, 2026
Cranbrook Wealth Management, LLC History No change 375 47 0.01% 0.01% 873 0 0.0% Q2 2026 Aug 06, 2026
Greykasell Wealth Strategies, Inc. History No change 372 47 0.02% 0.02% 874 0 0.0% Q2 2026 Aug 11, 2026
WEST PACES ADVISORS INC. History No change 345 44 0.01% 0.01% 875 0 0.0% Q2 2026 Jul 17, 2026
CDKV HOLDINGS LLC History No change 328 41 0.03% 0.03% 876 0 0.0% Q2 2026 Jul 30, 2026
Anchor Bay Capital, Inc. History No change 318 40 0.02% 0.02% 877 0 0.0% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 300 38 0.0% 0.0% 878 0 0.0% Q2 2026 Jul 20, 2026
Global Trust Asset Management, LLC History No change 300 38 0.01% 0.01% 879 0 0.0% Q2 2026 Aug 03, 2026
Providence Capital Advisors, LLC History No change 302 38 0.01% 0.01% 880 0 0.0% Q2 2026 Aug 11, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 300 38 0.09% 0.09% 881 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 287 36 0.0% 0.0% 882 0 0.0% Q2 2026 Jul 27, 2026
FAS Wealth Partners, Inc. History No change 283 36 0.0% 0.0% 883 0 0.0% Q2 2026 Jul 29, 2026
ROTHSCHILD INVESTMENT LLC History No change 275 35 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 06, 2026
DHJJ Financial Advisors, Ltd. History No change 271 34 0.01% 0.01% 885 0 0.0% Q2 2026 Jul 24, 2026
Advantage Trust Co History No change 268 34 0.01% 0.01% 886 0 0.0% Q2 2026 Jul 17, 2026
EPG Wealth Management LLC History No change 259 33 0.01% 0.01% 887 0 0.0% Q2 2026 Jul 28, 2026
Westside Investment Management, Inc. History No change 245 31 0.0% 0.0% 888 0 0.0% Q2 2026 Jul 27, 2026
BALLAST ADVISORS LLC History No change 230 29 0.01% 0.01% 889 0 0.0% Q2 2026 Aug 12, 2026
Strive Financial Group ,LLC History No change 233 29 0.01% 0.01% 890 0 0.0% Q2 2026 Aug 14, 2026
Atomic Invest LLC History No change 234 29 0.0% 0.0% 891 0 0.0% Q2 2026 Sep 25, 2026
Triumph Capital Management History No change 216 27 0.0% 0.0% 892 0 0.0% Q2 2026 Jul 20, 2026
Rossby Financial, LCC History No change 213 27 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 04, 2026
Downshift Financial, LLC History No change 217 27 0.01% 0.01% 894 0 0.0% Q2 2026 Aug 12, 2026
Investment Research & Advisory Group, Inc. History No change 205 26 0.01% 0.01% 895 0 0.0% Q2 2026 Jul 23, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 200 25 0.0% 0.0% 896 0 0.0% Q2 2026 Aug 11, 2026
Glen Eagle Advisors, LLC History No change 202 25 0.0% 0.0% 897 0 0.0% Q2 2026 Aug 14, 2026
YANKCOM Partnership History No change 189 24 0.01% 0.01% 898 0 0.0% Q2 2026 Jul 21, 2026
Nova Wealth Management, Inc. History No change 189 24 0.01% 0.01% 899 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Planning Group LLC History No change 187 23 0.0% 0.0% 900 0 0.0% Q2 2026 Jul 29, 2026
First Pacific Financial History No change 179 22 0.0% 0.0% 901 0 0.0% Q2 2026 Jul 20, 2026
DecisionPoint Financial, LLC History No change 181 22 0.0% 0.0% 902 0 0.0% Q2 2026 Aug 05, 2026
BAYBAN History No change 173 22 0.02% 0.02% 903 0 0.0% Q2 2026 Jul 30, 2026
Central Pacific Bank - Trust Division History Reduced 156 20 0.0% 0.0% 904 -6 -3.7% Q3 2026 Oct 05, 2026
New England Capital Financial Advisors LLC History No change 150 19 0.0% 0.0% 905 0 0.0% Q2 2026 Jul 27, 2026
N.E.W. Advisory Services LLC History No change 128 16 0.0% 0.0% 906 0 0.0% Q2 2026 Aug 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 118 15 0.0% 0.0% 907 0 0.0% Q2 2026 Jul 07, 2026
Eukles Asset Management History No change 120 15 0.01% 0.01% 908 0 0.0% Q2 2026 Aug 05, 2026
GILL CAPITAL PARTNERS, LLC History No change 111 14 0.0% 0.0% 909 0 0.0% Q2 2026 Aug 20, 2026
Lodestone Wealth Management LLC History No change 110 14 0.0% 0.0% 910 0 0.0% Q2 2026 Jul 23, 2026
Comprehensive Financial Planning, Inc./PA History No change 112 14 0.01% 0.01% 911 0 0.0% Q2 2026 Aug 10, 2026
HOWE & RUSLING INC History No change 104 13 0.0% 0.0% 912 0 0.0% Q2 2026 Aug 10, 2026
Lloyd Advisory Services, LLC. History No change 92 11 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 07, 2026
Center for Financial Planning, Inc. History No change 91 11 0.0% 0.0% 914 0 0.0% Q2 2026 Jul 21, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 86 10 0.0% 0.0% 915 0 0.0% Q2 2026 Jul 27, 2026
BFSG, LLC History No change 80 10 0.0% 0.0% 916 0 0.0% Q2 2026 Jul 20, 2026
Truvestments Capital LLC History No change 84 10 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 78 9 0.0% 0.0% 918 0 0.0% Q2 2026 Jul 16, 2026
Brooklyn FI, LLC History No change 79 9 0.0% 0.0% 919 0 0.0% Q2 2026 Aug 04, 2026
MassMutual Private Wealth & Trust, FSB History New 67 8 0.0% — 927 +67 New Q3 2026 Oct 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 67 8 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 13, 2026
OBSIDIAN CIO, LLC History No change 65 8 0.01% 0.01% 921 0 0.0% Q2 2026 Aug 03, 2026
Corsicana & Co. History No change 63 8 0.0% 0.0% 922 0 0.0% Q2 2026 Jul 24, 2026
Signature Resources Capital Management, LLC History No change 66 8 0.0% 0.0% 923 0 0.0% Q2 2026 Jul 13, 2026
Abound Wealth Management History No change 65 8 0.0% 0.0% 924 0 0.0% Q2 2026 Jul 10, 2026
Financial Network Wealth Advisors LLC History No change 70 8 0.01% 0.01% 925 0 0.0% Q2 2026 Jul 29, 2026
Hilton Head Capital Partners, LLC History No change 64 8 0.0% 0.0% 926 0 0.0% Q2 2026 Jul 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 58 7 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 13, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 61 7 0.0% 0.0% 929 0 0.0% Q2 2026 Aug 14, 2026
CGC Financial Services, LLC History No change 55 7 0.0% 0.0% 930 0 0.0% Q2 2026 Jul 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 55 7 0.0% 0.0% 931 0 0.0% Q2 2026 Aug 07, 2026
Delos Wealth Advisors, LLC History No change 53 6 0.0% 0.0% 932 0 0.0% Q2 2026 Aug 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 49 6 0.0% 0.0% 933 0 0.0% Q2 2026 Jul 14, 2026
AMERIFLEX GROUP, INC. History No change 52 6 0.0% 0.0% 934 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 40 5 0.0% 0.0% 935 0 0.0% Q2 2026 Sep 02, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 40 5 0.0% 0.0% 936 0 0.0% Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History No change 41 5 0.0% 0.0% 937 0 0.0% Q2 2026 Jul 17, 2026
LifeSteps Financial, Inc. History No change 45 5 0.0% 0.0% 938 0 0.0% Q2 2026 Jul 17, 2026
Elevated Capital Advisors, LLC History No change 44 5 0.0% 0.0% 939 0 0.0% Q2 2026 Aug 03, 2026
Imprint Wealth LLC History No change 45 5 0.02% 0.02% 940 0 0.0% Q2 2026 Aug 14, 2026
Clark Wealth Partners History No change 41 5 0.0% 0.0% 941 0 0.0% Q2 2026 Jul 28, 2026
DUNCKER STREETT & CO INC History No change 34 4 0.0% 0.0% 942 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 29 3 0.0% 0.0% 943 0 0.0% Q2 2026 Sep 15, 2026
CNB Bank History No change 31 3 0.0% 0.0% 944 0 0.0% Q2 2026 Aug 06, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 26 3 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 22 2 0.0% 0.0% 946 0 0.0% Q2 2026 Jul 22, 2026
Physician Wealth Advisors, Inc. History No change 22 2 0.0% 0.0% 947 0 0.0% Q2 2026 Jul 20, 2026
Commonwealth Retirement Investments LLC History No change 16 2 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 03, 2026
Copia Wealth Management History No change 21 2 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 17, 2026
Cordgrass Capital Advisors, LLC History No change 15 1 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 06, 2026
Rakuten Securities, Inc. History No change 10 1 0.0% 0.0% 951 0 0.0% Q2 2026 Aug 11, 2026
Harbor Asset Planning, Inc. History No change 14 1 0.0% 0.0% 952 0 0.0% Q2 2026 Jul 22, 2026
Essential Investment Partners LLC History No change 10 1 0.0% 0.0% 953 0 0.0% Q2 2026 Jul 15, 2026
Coastline Trust Co History Closed out 0 0 — 0.01% — -475 -100.0% Q3 2026 Oct 01, 2026
Olistico Wealth, LLC History Closed out 0 0 — 0.0% — -44 -100.0% Q3 2026 Oct 05, 2026
Roble, Belko & Company, Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Register Financial Advisors LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Centennial Bank/AR/ History No change 7 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Pillar Financial Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026