VANGUARD SCOTTSDALE FUNDS - VONV

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
UBS Group AG History No change 33,203,874 3,529,903 0.45% 0.45% 1 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 27,064,856 2,877,264 0.65% 0.65% 2 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 23,651,197 2,514,358 0.16% 0.16% 3 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,977,896 635,510 2.19% 2.19% 4 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,723,225 608,436 0.11% 0.11% 5 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 5,685,502 604,425 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
Phoenix Financial Ltd. History No change 3,039,300 323,107 2.21% 2.21% 7 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 2,768,104 294,277 0.17% 0.17% 8 0 0.0% Q2 2026 Aug 13, 2026
SageView Advisory Group, LLC History No change 2,764,707 293,915 9.63% 9.63% 9 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,396,918 254,772 0.06% 0.06% 10 0 0.0% Q2 2026 Sep 23, 2026
OpenArc Corporate Advisory, LLC History No change 2,362,467 251,153 2.99% 2.99% 11 0 0.0% Q2 2026 Aug 05, 2026
WELLS FARGO & COMPANY/MN History No change 1,822,306 193,729 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 1,783,310 189,584 0.37% 0.37% 13 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,767,396 187,891 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,694,201 180,110 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,580,126 167,983 0.21% 0.21% 16 0 0.0% Q2 2026 Jul 29, 2026
TRUIST FINANCIAL CORP History No change 1,534,903 163,175 0.2% 0.2% 17 0 0.0% Q2 2026 Jul 28, 2026
Pathstone Holdings, LLC History No change 1,244,115 132,261 0.39% 0.39% 18 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,235,609 131,374 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 1,099,549 116,893 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 03, 2026
JPMORGAN CHASE & CO History No change 1,067,984 113,740 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,034,624 110,034 0.13% 0.13% 22 0 0.0% Q2 2026 Aug 14, 2026
Aaron Wealth Advisors LLC History No change 976,287 103,789 5.27% 5.27% 23 0 0.0% Q2 2026 Jul 16, 2026
Equitable Holdings, Inc. History No change 946,765 100,710 0.6% 0.6% 24 0 0.0% Q2 2026 Aug 17, 2026
Global Strategic Investment Solutions, LLC History No change 865,244 91,984 8.15% 8.15% 25 0 0.0% Q2 2026 Aug 07, 2026
WestHill Financial Advisors, Inc. History No change 749,559 79,685 13.57% 13.57% 26 0 0.0% Q2 2026 Jul 21, 2026
ROYAL BANK OF CANADA History No change 703,924 74,834 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 698,711 74,279 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 07, 2026
Adventist Health System/ West History No change 692,800 73,651 11.54% 11.54% 29 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 656,471 69,841 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 14, 2026
Hapanowicz & Associates Financial Services, Inc History No change 614,885 65,368 20.33% 20.33% 31 0 0.0% Q2 2026 Jul 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 561,004 59,640 3.53% 3.53% 32 0 0.0% Q2 2026 Aug 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 556,587 59,170 0.39% 0.39% 33 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 523,049 55,605 0.05% 0.05% 34 0 0.0% Q2 2026 Aug 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 521,732 55,465 0.25% 0.25% 35 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 512,517 54,485 0.08% 0.08% 36 0 0.0% Q2 2026 Aug 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 509,576 54,173 0.78% 0.78% 37 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 416,228 44,249 3.02% 3.02% 38 0 0.0% Q2 2026 Sep 04, 2026
Beacon Pointe Advisors, LLC History No change 409,360 43,519 0.2% 0.2% 39 0 0.0% Q2 2026 Aug 18, 2026
Brio Consultants, LLC History No change 396,710 42,174 4.94% 4.94% 40 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 380,971 40,501 0.08% 0.08% 41 0 0.0% Q2 2026 Aug 07, 2026
CONDOR CAPITAL MANAGEMENT History No change 370,066 39,341 2.95% 2.95% 42 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 361,452 38,425 0.19% 0.19% 43 0 0.0% Q2 2026 Jul 17, 2026
Global Retirement Partners, LLC History No change 359,604 38,229 0.58% 0.58% 44 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 352,163 37,438 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 05, 2026
Bernardo Wealth Planning LLC History No change 341,766 36,333 6.21% 6.21% 46 0 0.0% Q2 2026 Jul 27, 2026
Cetera Investment Advisers History No change 339,628 36,105 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 12, 2026
Wealth Dimensions Group, Ltd. History No change 331,956 35,290 6.32% 6.32% 48 0 0.0% Q2 2026 Jul 22, 2026
CAPTRUST FINANCIAL ADVISORS History No change 328,544 34,927 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 318,543 33,864 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 310,096 32,966 0.1% 0.1% 51 0 0.0% Q2 2026 Aug 04, 2026
Baird Financial Group, Inc. History No change 309,246 32,875 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 12, 2026
Windward Private Wealth Management Inc. History No change 308,428 32,788 10.49% 10.49% 53 0 0.0% Q2 2026 Aug 04, 2026
Callan Family Office, LLC History No change 283,702 30,160 0.59% 0.59% 54 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 280,477 29,817 0.28% 0.28% 55 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 277,628 29,514 0.08% 0.08% 56 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 276,596 29,405 0.05% 0.05% 57 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 268,207 28,457 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 266,666 28,399 0.19% 0.19% 59 0 0.0% Q2 2026 Aug 10, 2026
Verdence Capital Advisors LLC History No change 266,193 28,298 1.49% 1.49% 60 0 0.0% Q2 2026 Jul 29, 2026
Centric Wealth Management History No change 252,918 27,031 4.2% 4.2% 61 0 0.0% Q2 2026 Aug 06, 2026
COMMERCE BANK History No change 252,250 26,816 0.12% 0.12% 62 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 248,042 26,369 0.25% 0.25% 63 0 0.0% Q2 2026 Aug 06, 2026
FSM Wealth Advisors, LLC History No change 237,335 25,231 2.69% 2.69% 64 0 0.0% Q2 2026 Jul 15, 2026
Financial Synergies Wealth Advisors, Inc. History No change 217,227 23,093 1.96% 1.96% 65 0 0.0% Q2 2026 Jul 17, 2026
Waldron Private Wealth LLC History No change 209,590 22,281 0.77% 0.77% 66 0 0.0% Q2 2026 Jul 20, 2026
Zhang Financial LLC History No change 208,518 22,167 0.65% 0.65% 67 0 0.0% Q2 2026 Jul 30, 2026
FIRST NATIONAL BANK OF OMAHA History No change 190,433 20,281 0.57% 0.57% 68 0 0.0% Q2 2026 Aug 07, 2026
KICKSTAND VENTURES, LLC. History No change 183,726 19,531 3.55% 3.55% 69 0 0.0% Q2 2026 Jul 30, 2026
Arrowroot Family Office, LLC History No change 181,373 19,281 5.52% 5.52% 70 0 0.0% Q2 2026 Aug 06, 2026
Balentine LLC History No change 180,082 19,144 0.68% 0.68% 71 0 0.0% Q2 2026 Aug 06, 2026
MARSHALL WACE, LLP History No change 169,904 18,062 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 163,317 17,362 0.11% 0.11% 73 0 0.0% Q2 2026 Sep 08, 2026
NATIXIS ADVISORS, LLC History No change 160,083 17,018 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 155,491 16,530 0.58% 0.58% 75 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 147,214 15,650 0.02% 0.02% 76 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 143,529 15,258 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 13, 2026
Spartan Wealth Advisory Services LLC History No change 142,453 15,144 1.24% 1.24% 78 0 0.0% Q2 2026 Aug 05, 2026
FourThought Financial Partners, LLC History No change 140,863 14,975 1.16% 1.16% 79 0 0.0% Q2 2026 Aug 12, 2026
Advisor OS, LLC History No change 138,027 14,673 0.98% 0.98% 80 0 0.0% Q2 2026 Aug 05, 2026
MJP ASSOCIATES INC /ADV History No change 137,590 14,627 1.6% 1.6% 81 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 145,460 14,547 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 10, 2026
Brand Asset Management Group, Inc. History No change 133,036 14,143 3.13% 3.13% 83 0 0.0% Q2 2026 Aug 12, 2026
71 West Capital Partners History No change 130,521 13,875 0.48% 0.48% 84 0 0.0% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 146,865 13,767 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 126,048 13,400 0.76% 0.76% 86 0 0.0% Q2 2026 Jul 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 125,115 13,300 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 125,097 13,299 0.21% 0.21% 88 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 120,493 12,809 0.04% 0.04% 89 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 118,043 12,780 0.02% 0.02% 90 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 120,258 12,777 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 115,623 12,291 2.49% 2.49% 92 0 0.0% Q2 2026 Jul 15, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 105,850 11,252 0.08% 0.08% 93 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 104,939 11,156 0.23% 0.23% 94 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 101,819 10,824 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 100,098 10,641 0.03% 0.03% 96 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 99,940 10,624 0.2% 0.2% 97 0 0.0% Q2 2026 Aug 04, 2026
One Capital Management, LLC History No change 111,534 10,455 0.29% 0.29% 98 0 0.0% Q2 2026 Aug 13, 2026
FIRST MERCHANTS CORP History No change 97,100 10,322 0.36% 0.36% 99 0 0.0% Q2 2026 Jul 15, 2026
Fund Evaluation Group, LLC History No change 96,000 10,205 0.28% 0.28% 100 0 0.0% Q2 2026 Aug 07, 2026
Boulder Wealth Advisors, LLC History No change 91,302 9,706 3.54% 3.54% 101 0 0.0% Q2 2026 Aug 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 85,387 9,077 0.11% 0.11% 102 0 0.0% Q2 2026 Jul 20, 2026
Prime Buchholz LLC History No change 84,515 8,984 3.24% 3.24% 103 0 0.0% Q2 2026 Aug 13, 2026
Kera Capital Partners, Inc. History No change 83,664 8,894 0.85% 0.85% 104 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 83,112 8,835 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 79,757 8,479 0.09% 0.09% 106 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History No change 79,466 8,448 0.12% 0.12% 107 0 0.0% Q2 2026 Aug 10, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 79,117 8,410 5.93% 5.93% 108 0 0.0% Q2 2026 Aug 10, 2026
Pacific Life Fund Advisors LLC History No change 77,810 8,271 0.91% 0.91% 109 0 0.0% Q2 2026 Aug 04, 2026
Symphony Financial, Ltd. Co. History No change 74,495 7,932 0.87% 0.87% 110 0 0.0% Q2 2026 Aug 03, 2026
Mutual Advisors, LLC History No change 73,681 7,833 0.15% 0.15% 111 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 72,474 7,704 0.19% 0.19% 112 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Investment Research Advisors, Inc. History No change 71,603 7,612 0.02% 0.02% 113 0 0.0% Q2 2026 Jul 27, 2026
BROWN ADVISORY INC History No change 70,594 7,504 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 67,659 7,192 0.47% 0.47% 115 0 0.0% Q2 2026 Jul 28, 2026
Integrated Investment Consultants, LLC History No change 72,110 7,146 1.41% 1.41% 116 0 0.0% Q2 2026 Aug 17, 2026
COFG Advisors, LLC History No change 66,948 7,117 1.23% 1.23% 117 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 66,696 7,090 0.15% 0.15% 118 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 66,625 7,082 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Curtis Advisory Group, LLC History No change 65,985 7,014 1.36% 1.36% 120 0 0.0% Q2 2026 Jul 29, 2026
GOLDEN ROAD ADVISORS LLC History No change 62,907 6,687 3.24% 3.24% 121 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 62,456 6,639 0.03% 0.03% 122 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 60,846 6,468 0.03% 0.03% 123 0 0.0% Q2 2026 Aug 10, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 60,448 6,426 0.37% 0.37% 124 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Reduced 57,084 6,205 0.16% 0.18% 125 -3,377 -5.59% Q3 2026 Oct 07, 2026
BLAIR WILLIAM & CO/IL History No change 58,324 6,200 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 11, 2026
Focused Wealth Management, Inc History No change 58,227 6,190 0.54% 0.54% 127 0 0.0% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History No change 57,206 6,081 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 12, 2026
Moran Wealth Management, LLC History No change 56,355 5,991 0.16% 0.16% 129 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 54,086 5,749 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
FLOW TRADERS U.S. LLC History No change 53,192 5,655 0.23% 0.23% 131 0 0.0% Q2 2026 Aug 14, 2026
SWAN Capital LLC History No change 52,018 5,530 1.89% 1.89% 132 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 51,871 5,514 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 04, 2026
Hegarty Advisors, LLC History No change 50,959 5,417 3.73% 3.73% 134 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History No change 50,361 5,353 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 49,124 5,222 0.04% 0.04% 136 0 0.0% Q2 2026 Aug 13, 2026
Relyea Zuckerberg Hanson LLC History No change 48,423 5,147 0.43% 0.43% 137 0 0.0% Q2 2026 Jul 16, 2026
VANCE WEALTH, LLC History No change 47,987 5,101 1.15% 1.15% 138 0 0.0% Q2 2026 Aug 14, 2026
Corundum Group, Inc. History No change 47,826 5,084 1.51% 1.51% 139 0 0.0% Q2 2026 Aug 07, 2026
XML Financial, LLC History No change 47,665 5,067 0.37% 0.37% 140 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 47,256 5,032 0.16% 0.16% 141 0 0.0% Q2 2026 Aug 12, 2026
Optas, LLC History No change 46,604 4,954 0.69% 0.69% 142 0 0.0% Q2 2026 Jul 21, 2026
Concurrent Investment Advisors, LLC History No change 46,434 4,936 0.04% 0.04% 143 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 45,656 4,853 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 13, 2026
Jordan Park Group LLC History No change 45,389 4,825 0.24% 0.24% 145 0 0.0% Q2 2026 Aug 11, 2026
LEUTHOLD GROUP, LLC History No change 45,234 4,808 0.48% 0.48% 146 0 0.0% Q2 2026 Aug 04, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 44,936 4,777 3.94% 3.94% 147 0 0.0% Q2 2026 Jul 30, 2026
RFG Advisory, LLC History No change 44,814 4,764 0.07% 0.07% 148 0 0.0% Q2 2026 Jul 15, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 44,595 4,740 0.16% 0.16% 149 0 0.0% Q2 2026 Aug 17, 2026
National Philanthropic Trust History No change 44,327 4,712 0.07% 0.07% 150 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 43,874 4,664 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 43,559 4,630 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 42,724 4,542 0.02% 0.02% 153 0 0.0% Q2 2026 Jul 27, 2026
Badgley Phelps Wealth Managers, LLC History No change 42,363 4,503 0.08% 0.08% 154 0 0.0% Q2 2026 Jul 31, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 41,904 4,454 0.08% 0.08% 155 0 0.0% Q2 2026 Aug 12, 2026
Tennessee Valley Asset Management Partners History No change 41,433 4,404 0.49% 0.49% 156 0 0.0% Q2 2026 Aug 10, 2026
MAI Capital Management History No change 40,555 4,311 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 40,166 4,270 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History Added to 39,146 4,255 0.06% 0.04% 159 +13,642 53.49% Q3 2026 Oct 08, 2026
Rialto Wealth Management, LLC History No change 39,578 4,207 0.83% 0.83% 160 0 0.0% Q2 2026 Aug 11, 2026
Sage Mountain Advisors LLC History No change 38,239 4,065 0.25% 0.25% 161 0 0.0% Q2 2026 Aug 05, 2026
Quotient Wealth Partners, LLC History No change 37,527 3,989 0.09% 0.09% 162 0 0.0% Q2 2026 Aug 03, 2026
Dana Investment Advisors, Inc. History No change 36,940 3,927 0.1% 0.1% 163 0 0.0% Q2 2026 Aug 13, 2026
Westshore Wealth, LLC History No change 36,407 3,870 1.2% 1.2% 164 0 0.0% Q2 2026 Aug 10, 2026
WFA of San Diego, LLC History No change 33,800 3,833 3.14% 3.14% 165 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 35,717 3,797 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 13, 2026
Diversified Enterprises, LLC History No change 35,689 3,794 0.18% 0.18% 167 0 0.0% Q2 2026 Jul 31, 2026
Arax Advisory Partners History No change 35,565 3,780 0.03% 0.03% 168 0 0.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History No change 35,535 3,777 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 03, 2026
FIRST MANHATTAN CO. LLC. History No change 35,420 3,765 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 14, 2026
Valpey Financial Services, LLC History No change 35,223 3,744 2.23% 2.23% 171 0 0.0% Q2 2026 Aug 11, 2026
FULTON BANK, N.A. History No change 34,846 3,704 0.11% 0.11% 172 0 0.0% Q2 2026 Jul 09, 2026
AQR CAPITAL MANAGEMENT LLC History No change 34,826 3,702 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 34,800 3,699 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 32,624 3,468 0.03% 0.03% 175 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 31,519 3,350 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 19, 2026
HB Wealth Management, LLC History No change 31,094 3,305 0.02% 0.02% 177 0 0.0% Q2 2026 Jul 29, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 30,292 3,293 1.68% 1.61% 178 +653 2.2% Q3 2026 Oct 01, 2026
MONEY CONCEPTS CAPITAL CORP History No change 30,744 3,268 0.15% 0.15% 179 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Reduced 29,153 3,168 0.02% 0.03% 180 -5,988 -17.04% Q3 2026 Oct 08, 2026
Indivisible Partners History No change 29,784 3,166 0.18% 0.18% 181 0 0.0% Q2 2026 Aug 04, 2026
World Investment Advisors History No change 32,298 3,105 0.05% 0.05% 182 0 0.0% Q2 2026 Aug 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 28,889 3,071 0.04% 0.04% 183 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 28,418 3,021 0.1% 0.1% 184 0 0.0% Q2 2026 Jul 30, 2026
BANK OF MONTREAL /CAN/ History No change 28,407 3,019 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 12, 2026
Axis Wealth Partners, LLC History No change 28,101 2,987 1.43% 1.43% 186 0 0.0% Q2 2026 Jul 28, 2026
Mesirow Financial Investment Management, Inc. History No change 27,937 2,969 0.05% 0.05% 187 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE TRUST CO NA History No change 26,468 2,813 0.22% 0.22% 188 0 0.0% Q2 2026 Jul 28, 2026
Aurelius Family Office LLC History No change 25,088 2,667 1.05% 1.05% 189 0 0.0% Q2 2026 Jul 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 24,822 2,639 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 24,605 2,615 0.05% 0.05% 191 0 0.0% Q2 2026 Jul 09, 2026
Winthrop Advisory Group LLC History No change 24,465 2,600 0.18% 0.18% 192 0 0.0% Q2 2026 Jul 17, 2026
Aprio Wealth Management, LLC History No change 24,457 2,600 0.13% 0.13% 193 0 0.0% Q2 2026 Jul 24, 2026
Embree Financial Group History No change 24,274 2,580 0.26% 0.26% 194 0 0.0% Q2 2026 Jul 15, 2026
Wedmont Private Capital History No change 23,465 2,540 0.07% 0.07% 195 0 0.0% Q2 2026 Jul 13, 2026
Brightwater Advisory LLC History No change 23,766 2,526 1.6% 1.6% 196 0 0.0% Q2 2026 Aug 07, 2026
Inspire Advisors, LLC History No change 23,534 2,501 0.17% 0.17% 197 0 0.0% Q2 2026 Aug 13, 2026
Envision Financial LLC History No change 23,231 2,469 1.14% 1.14% 198 0 0.0% Q2 2026 Jul 10, 2026
Fortitude Family Office, LLC History No change 23,100 2,455 0.48% 0.48% 199 0 0.0% Q2 2026 Jul 20, 2026
Allworth Financial LP History No change 22,784 2,422 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 11, 2026
WESPAC Advisors, LLC History No change 22,586 2,401 1.17% 1.17% 201 0 0.0% Q2 2026 Aug 10, 2026
Lee, Kelleher & Klein Wealth Management History Reduced 21,706 2,359 1.21% 1.26% 202 -900 -3.98% Q3 2026 Oct 08, 2026
Aureus Asset Management, LLC History No change 21,858 2,323 0.14% 0.14% 203 0 0.0% Q2 2026 Aug 14, 2026
Cairn Investment Group, Inc. History No change 21,752 2,312 1.02% 1.02% 204 0 0.0% Q2 2026 Jul 28, 2026
Institute for Wealth Management, LLC. History No change 21,451 2,280 0.2% 0.2% 205 0 0.0% Q2 2026 Jul 28, 2026
Ridgewood Investments LLC History Reduced 20,572 2,236 0.82% 0.83% 206 -186 -0.9% Q3 2026 Oct 05, 2026
LPWM LLC History No change 20,916 2,223 0.49% 0.49% 207 0 0.0% Q2 2026 Jul 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 20,153 2,142 0.02% 0.02% 208 0 0.0% Q2 2026 Jul 28, 2026
Bruce G. Allen Investments, LLC History No change 20,075 2,134 1.36% 1.36% 209 0 0.0% Q2 2026 Jul 31, 2026
PARK AVENUE SECURITIES LLC History No change 20,007 2,127 0.01% 0.01% 210 0 0.0% Q2 2026 Jul 20, 2026
Wealthspire Advisors, LLC History No change 19,832 2,108 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 19,454 2,068 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 27, 2026
M3 Advisory Group, LLC History No change 19,416 2,064 1.07% 1.07% 213 0 0.0% Q2 2026 Jul 24, 2026
D. E. Shaw & Co., Inc. History No change 18,574 1,974 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History No change 18,536 1,970 0.04% 0.04% 215 0 0.0% Q2 2026 Aug 05, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 18,114 1,925 0.01% 0.01% 216 0 0.0% Q2 2026 Jul 17, 2026
Accurate Wealth Management, LLC History No change 17,667 1,912 0.18% 0.18% 217 0 0.0% Q2 2026 Jul 14, 2026
COZAD ASSET MANAGEMENT INC History No change 17,944 1,907 0.12% 0.12% 218 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 17,903 1,903 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
Goelzer Investment Management, Inc. History No change 17,646 1,875 0.08% 0.08% 220 0 0.0% Q2 2026 Jul 14, 2026
Clarion Wealth Managment Partners, LLC History No change 17,590 1,869 1.51% 1.51% 221 0 0.0% Q2 2026 Aug 12, 2026
Atlanta Consulting Group Advisors, LLC History No change 17,535 1,864 0.3% 0.3% 222 0 0.0% Q2 2026 Aug 14, 2026
Legacy Edge Advisors, LLC History No change 17,452 1,855 0.17% 0.17% 223 0 0.0% Q2 2026 Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 17,074 1,815 0.07% 0.07% 224 0 0.0% Q2 2026 Jul 27, 2026
DAVENPORT & Co LLC History No change 16,525 1,756 0.01% 0.01% 225 0 0.0% Q2 2026 Jul 13, 2026
Arbor Investment Advisors, LLC History No change 16,372 1,740 0.2% 0.2% 226 0 0.0% Q2 2026 Jul 24, 2026
Horizon Investment Services, LLC History No change 15,957 1,696 0.47% 0.47% 227 0 0.0% Q2 2026 Aug 06, 2026
Diversified Portfolios, Inc. History No change 15,929 1,693 0.12% 0.12% 228 0 0.0% Q2 2026 Aug 04, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 15,682 1,667 0.08% 0.08% 229 0 0.0% Q2 2026 Jul 21, 2026
Freedom Investment Management, Inc. History No change 15,576 1,655 0.46% 0.46% 230 0 0.0% Q2 2026 Aug 10, 2026
Nadler Financial Group, Inc. History No change 15,435 1,640 0.14% 0.14% 231 0 0.0% Q2 2026 Jul 29, 2026
HUB Investment Partners, LLC History No change 15,173 1,613 0.03% 0.03% 232 0 0.0% Q2 2026 Jul 31, 2026
Stonebridge Financial Planning Group, LLC History No change 15,026 1,597 0.51% 0.51% 233 0 0.0% Q2 2026 Jul 31, 2026
Chicago Partners Investment Group LLC History No change 14,689 1,585 0.03% 0.03% 234 0 0.0% Q2 2026 Jul 29, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History No change 14,797 1,573 0.08% 0.08% 235 0 0.0% Q2 2026 Jul 13, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 14,650 1,557 0.96% 0.96% 236 0 0.0% Q2 2026 Jul 28, 2026
BlackRock, Inc. History No change 14,506 1,542 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 14,389 1,529 0.06% 0.06% 238 0 0.0% Q2 2026 Jul 20, 2026
Gotham Asset Management, LLC History No change 14,366 1,527 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 14,125 1,501 0.02% 0.02% 240 0 0.0% Q2 2026 Aug 10, 2026
1900 WEALTH MANAGEMENT LLC History No change 13,999 1,488 0.08% 0.08% 241 0 0.0% Q2 2026 Aug 04, 2026
Total Clarity Wealth Management, Inc. History No change 13,911 1,478 0.29% 0.29% 242 0 0.0% Q2 2026 Jul 23, 2026
D.A. DAVIDSON & CO. History No change 13,814 1,468 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 24, 2026
Verum Partners LLC History No change 13,814 1,468 0.22% 0.22% 244 0 0.0% Q2 2026 Jul 22, 2026
NorthRock Partners, LLC History No change 13,666 1,452 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 11, 2026
Bleakley Financial Group, LLC History No change 13,197 1,402 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 05, 2026
Allspring Global Investments Holdings, LLC History No change 12,842 1,373 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
BAKER BOYER NATIONAL BANK History No change 12,379 1,316 0.36% 0.36% 248 0 0.0% Q2 2026 Jul 27, 2026
Trilogy Capital Inc. History No change 12,385 1,316 0.05% 0.05% 249 0 0.0% Q2 2026 Jul 02, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 12,358 1,313 0.13% 0.13% 250 0 0.0% Q2 2026 Aug 13, 2026
Asempa Wealth Advisors History No change 11,974 1,303 0.99% 0.95% 251 0 0.0% Q3 2026 Oct 07, 2026
IEQ CAPITAL, LLC History No change 12,168 1,293 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 11,973 1,272 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 12, 2026
DAVIDSON TRUST CO History No change 11,891 1,264 0.49% 0.49% 254 0 0.0% Q2 2026 Jul 29, 2026
INVESTMENT PARTNERS, LTD. History No change 11,872 1,262 0.39% 0.39% 255 0 0.0% Q2 2026 Aug 04, 2026
JFS WEALTH ADVISORS, LLC History No change 11,556 1,228 0.06% 0.06% 256 0 0.0% Q2 2026 Jul 10, 2026
Ballentine Partners, LLC History No change 11,516 1,224 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 17, 2026
Allegiance Financial Group Advisory Services LLC History No change 11,503 1,222 0.21% 0.21% 258 0 0.0% Q2 2026 Jul 27, 2026
Monument Capital Management History No change 11,406 1,212 0.24% 0.24% 259 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 11,353 1,206 0.04% 0.04% 260 0 0.0% Q2 2026 Aug 11, 2026
Andina Capital Management, LLC History No change 11,266 1,197 1.93% 1.93% 261 0 0.0% Q2 2026 Aug 05, 2026
Miller Capital Partners, Inc. History No change 11,217 1,192 0.46% 0.46% 262 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 11,191 1,189 0.02% 0.02% 263 0 0.0% Q2 2026 Aug 10, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 11,027 1,172 0.1% 0.1% 264 0 0.0% Q2 2026 Jul 28, 2026
SCS Capital Management LLC History No change 10,988 1,168 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 06, 2026
YARGER WEALTH STRATEGIES, LLC History No change 10,787 1,167 0.42% 0.42% 266 0 0.0% Q2 2026 Jul 14, 2026
Curi Capital, LLC History No change 10,976 1,166 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 10,758 1,143 0.03% 0.03% 268 0 0.0% Q2 2026 Jul 07, 2026
Indiana Trust & Investment Management Co History No change 10,596 1,126 0.31% 0.31% 269 0 0.0% Q2 2026 Jul 22, 2026
Schneider Downs Wealth Management Advisors, LP History No change 10,500 1,116 0.1% 0.1% 270 0 0.0% Q2 2026 Aug 05, 2026
AdvisorNet Financial, Inc History No change 10,445 1,110 0.05% 0.05% 271 0 0.0% Q2 2026 Jul 23, 2026
SCRATCH CAPITAL LLC History No change 10,391 1,104 0.55% 0.55% 272 0 0.0% Q2 2026 Jul 30, 2026
McKinley Carter Wealth Services, Inc. History No change 10,321 1,097 0.06% 0.06% 273 0 0.0% Q2 2026 Jul 28, 2026
TRUE Private Wealth Advisors History No change 10,315 1,096 0.09% 0.09% 274 0 0.0% Q2 2026 Jul 23, 2026
CBIZ Investment Advisory Services, LLC History No change 11,672 1,094 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 10,128 1,076 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 13, 2026
KTF INVESTMENTS, LLC History No change 10,100 1,073 0.11% 0.11% 277 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 10,049 1,068 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 10,022 1,065 0.02% 0.02% 279 0 0.0% Q2 2026 Aug 03, 2026
VERUS CAPITAL PARTNERS, LLC History No change 9,982 1,061 0.06% 0.06% 280 0 0.0% Q2 2026 Aug 06, 2026
CITY HOLDING CO History No change 9,903 1,052 0.12% 0.12% 281 0 0.0% Q2 2026 Jul 10, 2026
Ameritas Advisory Services, LLC History No change 9,791 1,040 0.02% 0.02% 282 0 0.0% Q2 2026 Aug 14, 2026
Chicago Capital, LLC History No change 9,709 1,032 0.02% 0.02% 283 0 0.0% Q2 2026 Jul 27, 2026
ELEVATUS WELATH MANAGEMENT History No change 9,527 1,012 0.25% 0.25% 284 0 0.0% Q2 2026 Aug 13, 2026
TOWER BRIDGE ADVISORS History No change 9,407 1,000 0.09% 0.09% 285 0 0.0% Q2 2026 Aug 12, 2026
IMA Advisory Services, Inc. History No change 9,404 999 0.06% 0.06% 286 0 0.0% Q2 2026 Aug 10, 2026
CreativeOne Wealth, LLC History No change 9,369 996 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 9,263 984 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 03, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 9,004 957 0.0% 0.0% 289 0 0.0% Q2 2026 Jul 28, 2026
Merit Financial Group, LLC History No change 8,939 950 0.01% 0.01% 290 0 0.0% Q2 2026 Jul 20, 2026
Braun-Bostich & Associates Inc. History No change 8,921 948 0.53% 0.53% 291 0 0.0% Q2 2026 Jul 24, 2026
DiNuzzo Private Wealth, Inc. History No change 8,904 946 0.09% 0.09% 292 0 0.0% Q2 2026 Jul 10, 2026
Fragasso Financial Advisors Inc History No change 8,732 928 0.05% 0.05% 293 0 0.0% Q2 2026 Jul 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 8,683 923 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 8,651 919 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 22, 2026
Clare Market Investments LLC History No change 8,570 911 0.17% 0.17% 296 0 0.0% Q2 2026 Jul 27, 2026
Calydon Capital History No change 8,548 908 0.13% 0.13% 297 0 0.0% Q2 2026 Aug 14, 2026
Kings Path Partners LLC History No change 8,420 895 0.24% 0.24% 298 0 0.0% Q2 2026 Jul 14, 2026
Stratos Wealth Partners, LTD. History No change 8,370 889 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 8,357 888 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 12, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 8,043 855 0.03% 0.03% 301 0 0.0% Q2 2026 Aug 05, 2026
Aptus Capital Advisors, LLC History No change 8,042 854 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 12, 2026
Hirtle & Co., LLC History No change 7,952 845 0.03% 0.03% 303 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 7,898 839 0.01% 0.01% 304 0 0.0% Q2 2026 Jul 17, 2026
Essex Bank History No change 7,860 835 0.18% 0.18% 305 0 0.0% Q2 2026 Jul 23, 2026
Seven Post Investment Office LP History No change 7,825 831 0.24% 0.24% 306 0 0.0% Q2 2026 Jul 28, 2026
Qube Research & Technologies Ltd History No change 7,608 808 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 7,529 800 0.02% 0.02% 308 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History No change 7,509 799 0.04% 0.04% 309 0 0.0% Q2 2026 Jul 14, 2026
NewEdge Wealth, LLC History No change 7,524 799 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 7,477 794 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History No change 7,459 793 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 7,455 792 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 04, 2026
Quent Capital, LLC History No change 7,450 792 0.05% 0.05% 314 0 0.0% Q2 2026 Aug 07, 2026
CHOREO, LLC History No change 7,305 776 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 04, 2026
HighPoint Advisor Group LLC History No change 7,287 774 0.03% 0.03% 316 0 0.0% Q2 2026 Aug 05, 2026
Coastal Bridge Advisors, LLC History No change 7,239 769 0.05% 0.05% 317 0 0.0% Q2 2026 Aug 17, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 7,201 765 0.05% 0.05% 318 0 0.0% Q2 2026 Aug 04, 2026
Envestnet Portfolio Solutions, Inc. History No change 7,190 764 0.0% 0.0% 319 0 0.0% Q2 2026 Sep 23, 2026
Arsenal Capital Advisors LLC History No change 7,114 756 0.45% 0.45% 320 0 0.0% Q2 2026 Aug 11, 2026
Headlands Technologies LLC History No change 6,953 739 0.08% 0.08% 321 0 0.0% Q2 2026 Aug 12, 2026
Capital Planning LLC History No change 6,952 739 0.22% 0.22% 322 0 0.0% Q2 2026 Jul 22, 2026
1832 Asset Management L.P. History No change 6,919 735 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 13, 2026
STABLEFORD CAPITAL II LLC History No change 6,908 734 0.25% 0.25% 324 0 0.0% Q2 2026 Jul 06, 2026
Perennial Investment Advisors, LLC History No change 6,823 725 0.05% 0.05% 325 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 6,690 711 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 05, 2026
Savvy Advisors, Inc. History No change 6,677 709 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 03, 2026
Balboa Wealth Partners History No change 6,643 706 0.1% 0.1% 328 0 0.0% Q2 2026 Aug 10, 2026
Cyndeo Wealth Partners, LLC History No change 6,635 705 0.03% 0.03% 329 0 0.0% Q2 2026 Jul 21, 2026
Canvas Wealth Advisors, LLC History No change 6,623 704 0.1% 0.1% 330 0 0.0% Q2 2026 Jul 10, 2026
Navigation Wealth Management, Inc. History No change 6,541 695 0.96% 0.96% 331 0 0.0% Q2 2026 Jul 16, 2026
Sovran Advisors, LLC History No change 6,255 691 0.05% 0.05% 332 0 0.0% Q2 2026 Jul 29, 2026
Nicholas Hoffman & Company, LLC. History No change 6,476 688 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 04, 2026
Western Wealth Management, LLC History No change 6,421 682 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 6,407 681 0.03% 0.03% 335 0 0.0% Q2 2026 Aug 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 6,386 678 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 6,277 667 0.03% 0.03% 337 0 0.0% Q2 2026 Jul 23, 2026
MONECO ADVISORS, LLC History No change 6,226 661 0.04% 0.04% 338 0 0.0% Q2 2026 Aug 11, 2026
NICOLET BANKSHARES INC History No change 6,062 657 0.02% 0.02% 339 0 0.0% Q2 2026 Aug 11, 2026
Arvest Bank Trust Division History No change 6,187 657 0.03% 0.03% 340 0 0.0% Q2 2026 Aug 13, 2026
Resolute Wealth Strategies, LLC History No change 6,117 650 0.25% 0.25% 341 0 0.0% Q2 2026 Aug 12, 2026
Inman Jager Wealth Management, LLC History No change 6,102 648 0.34% 0.34% 342 0 0.0% Q2 2026 Aug 07, 2026
First American Bank History No change 6,063 644 0.04% 0.04% 343 0 0.0% Q2 2026 Jul 15, 2026
HARBOUR INVESTMENTS, INC. History No change 6,045 642 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 12, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 5,970 634 0.06% 0.06% 345 0 0.0% Q2 2026 Jul 28, 2026
Robertson Stephens Wealth Management, LLC History No change 5,916 628 0.02% 0.02% 346 0 0.0% Q2 2026 Jul 29, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,894 626 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 5,661 602 0.02% 0.02% 348 0 0.0% Q2 2026 Jul 28, 2026
LifeGuide Financial Advisors, LLC History No change 5,651 600 0.17% 0.17% 349 0 0.0% Q2 2026 Jul 09, 2026
Integrity Wealth Solutions LLC History No change 5,480 582 0.22% 0.22% 350 0 0.0% Q2 2026 Jul 30, 2026
Ignite Planners, LLC History No change 5,308 564 0.08% 0.08% 351 0 0.0% Q2 2026 Jul 23, 2026
NOTTINGHAM ADVISORS, INC. History No change 5,200 563 0.07% 0.07% 352 0 0.0% Q2 2026 Jul 27, 2026
Kendall Capital Management History No change 5,281 561 0.09% 0.09% 353 0 0.0% Q2 2026 Aug 12, 2026
Gemmer Asset Management LLC History No change 5,274 560 0.04% 0.04% 354 0 0.0% Q2 2026 Jul 15, 2026
EAGLE WEALTH STRATEGIES LLC History No change 5,231 556 0.21% 0.21% 355 0 0.0% Q2 2026 Jul 09, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 5,215 554 0.02% 0.02% 356 0 0.0% Q2 2026 Jul 27, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,192 552 0.01% 0.01% 357 0 0.0% Q2 2026 Jul 15, 2026
PINNACLE ASSOCIATES LTD History No change 5,171 549 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 03, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 5,169 549 0.03% 0.03% 359 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 5,171 549 0.03% 0.03% 360 0 0.0% Q2 2026 Aug 05, 2026
Clark Capital Management Group, Inc. History No change 5,158 548 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 11, 2026
Sowell Financial Services LLC History No change 5,145 547 0.02% 0.02% 362 0 0.0% Q2 2026 Jul 17, 2026
Rodgers & Associates, LTD History No change 5,117 543 0.05% 0.05% 363 0 0.0% Q2 2026 Jul 21, 2026
MW ADVISORY, LLC History No change 5,098 541 0.22% 0.22% 364 0 0.0% Q2 2026 Aug 07, 2026
TCW GROUP INC History No change 5,075 539 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 03, 2026
PGIM Custom Harvest LLC History No change 5,063 538 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 5,009 532 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 4,973 528 0.05% 0.05% 368 0 0.0% Q2 2026 Aug 14, 2026
Centerline Wealth Advisors, LLC History No change 4,970 528 0.17% 0.17% 369 0 0.0% Q2 2026 Jul 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 4,960 527 0.01% 0.01% 370 0 0.0% Q2 2026 Jul 17, 2026
Proficio Capital Partners LLC History No change 4,940 525 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Advisors Inc. History No change 4,700 523 0.03% 0.03% 372 0 0.0% Q2 2026 Aug 05, 2026
Granite Bay Wealth Management, LLC History No change 4,892 520 0.05% 0.05% 373 0 0.0% Q2 2026 Aug 14, 2026
Carrera Capital Advisors History No change 4,876 518 0.08% 0.08% 374 0 0.0% Q2 2026 Aug 03, 2026
Keeler Thomas Management LLC History No change 4,871 517 0.18% 0.18% 375 0 0.0% Q2 2026 Jul 29, 2026
Mraz, Amerine & Associates, Inc. History No change 4,794 509 0.07% 0.07% 376 0 0.0% Q2 2026 Jul 16, 2026
Hobbs Group Advisors, LLC History No change 4,681 497 0.13% 0.13% 377 0 0.0% Q2 2026 Aug 13, 2026
VISIONARY HORIZONS, LLC History No change 4,659 495 0.21% 0.21% 378 0 0.0% Q2 2026 Jul 16, 2026
HRT FINANCIAL LP History No change 4,640 493 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 4,607 489 0.01% 0.01% 380 0 0.0% Q2 2026 Jul 15, 2026
Dorsey & Whitney Trust CO LLC History No change 4,594 488 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 14, 2026
Flaharty Asset Management, LLC History No change 4,499 486 0.7% 0.7% 382 0 0.0% Q2 2026 Jul 08, 2026
Junk Investment Group, LLC History No change 4,525 481 0.21% 0.21% 383 0 0.0% Q2 2026 Jul 29, 2026
Caprock Group, LLC History No change 4,516 480 0.01% 0.01% 384 0 0.0% Q2 2026 Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 4,480 476 0.0% 0.0% 385 0 0.0% Q2 2026 Jul 23, 2026
Rothschild Wealth LLC History No change 4,470 475 0.04% 0.04% 386 0 0.0% Q2 2026 Aug 11, 2026
Foguth Wealth Management, LLC. History No change 4,334 469 0.05% 0.05% 387 0 0.0% Q2 2026 Jul 21, 2026
Founders Financial Alliance, LLC History No change 4,313 458 0.06% 0.06% 388 0 0.0% Q2 2026 Aug 04, 2026
Pine Valley Investments Ltd Liability Co History No change 4,313 458 0.02% 0.02% 389 0 0.0% Q2 2026 Jul 24, 2026
Financial Life Planners History No change 4,292 456 0.29% 0.29% 390 0 0.0% Q2 2026 Jul 21, 2026
Financial Guidance Group, Inc. History No change 4,284 455 0.17% 0.17% 391 0 0.0% Q2 2026 Jul 22, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 4,221 448 0.17% 0.17% 392 0 0.0% Q2 2026 Jul 09, 2026
FIDUCIENT ADVISORS LLC History No change 4,208 447 0.06% 0.06% 393 0 0.0% Q2 2026 Aug 07, 2026
Johnson Financial Group, LLC History No change 4,172 443 0.02% 0.02% 394 0 0.0% Q2 2026 Aug 06, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 4,152 441 0.11% 0.11% 395 0 0.0% Q2 2026 Jul 24, 2026
Intrua Financial, LLC History No change 4,089 434 0.04% 0.04% 396 0 0.0% Q2 2026 Jul 24, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 4,079 433 0.16% 0.16% 397 0 0.0% Q2 2026 Jul 08, 2026
Tidemark, LLC History No change 4,073 433 0.1% 0.1% 398 0 0.0% Q2 2026 Aug 10, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 4,080 433 0.29% 0.29% 399 0 0.0% Q2 2026 Jul 15, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 3,969 431 0.06% 0.06% 400 +15 0.38% Q3 2026 Oct 08, 2026
RFG HOLDINGS, INC. History No change 4,019 427 0.09% 0.09% 401 0 0.0% Q2 2026 Jul 29, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 3,981 423 0.17% 0.17% 402 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 3,968 421 0.01% 0.01% 403 0 0.0% Q2 2026 Jul 31, 2026
Balefire, LLC History No change 3,919 416 0.07% 0.07% 404 0 0.0% Q2 2026 Jul 07, 2026
EP Wealth Advisors, LLC History No change 3,889 413 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History No change 3,892 413 0.02% 0.02% 406 0 0.0% Q2 2026 Aug 10, 2026
Collaborative Wealth Managment Inc. History No change 3,891 413 0.17% 0.17% 407 0 0.0% Q2 2026 Aug 05, 2026
Kelsey Financial, LLC History No change 3,821 406 0.31% 0.31% 408 0 0.0% Q2 2026 Aug 10, 2026
Mullaney, Keating & Wright, Inc. History No change 3,823 406 0.2% 0.2% 409 0 0.0% Q2 2026 Jul 14, 2026
Ashton Thomas Private Wealth, LLC History No change 3,791 403 0.01% 0.01% 410 0 0.0% Q2 2026 Jul 29, 2026
AVALON CAPITAL MANAGEMENT History No change 3,781 401 0.09% 0.09% 411 0 0.0% Q2 2026 Jul 16, 2026
Affiance Financial, LLC History No change 3,761 399 0.06% 0.06% 412 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Advisors, LLC History No change 3,723 395 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 06, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 3,630 394 0.24% 0.23% 414 0 0.0% Q3 2026 Oct 07, 2026
Gladstone Institutional Advisory LLC History No change 3,698 393 0.01% 0.01% 415 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 3,651 388 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 3,641 387 0.0% 0.0% 417 0 0.0% Q2 2026 Jul 28, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 3,623 385 0.05% 0.05% 418 0 0.0% Q2 2026 Aug 25, 2026
EverSource Wealth Advisors, LLC History No change 3,587 381 0.01% 0.01% 419 0 0.0% Q2 2026 Jul 24, 2026
MidFirst Bank History No change 3,520 374 0.03% 0.03% 420 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 3,511 373 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 18, 2026
M1 Capital Management LLC History No change 3,482 370 0.14% 0.14% 422 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 3,477 369 0.01% 0.01% 423 0 0.0% Q2 2026 Jul 21, 2026
CSM Advisors, LLC History No change 3,460 368 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 14, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 3,444 366 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 07, 2026
AssuredPartners Investment Advisors, LLC History No change 3,438 365 0.04% 0.04% 426 0 0.0% Q2 2026 Aug 10, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 3,378 359 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 3,370 358 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 3,316 352 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 28, 2026
VICUS CAPITAL History No change 3,315 352 0.02% 0.02% 430 0 0.0% Q2 2026 Aug 05, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 3,313 352 0.24% 0.24% 431 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ADVISERS INC History No change 3,221 342 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,220 342 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 07, 2026
BOK Financial Private Wealth, Inc. History No change 3,218 342 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 07, 2026
Tranquility Partners, LLC History No change 3,138 333 0.11% 0.11% 435 0 0.0% Q2 2026 Jul 23, 2026
Hardin Capital Partners, LLC History No change 3,105 330 0.15% 0.15% 436 0 0.0% Q2 2026 Jul 07, 2026
BESSEMER GROUP INC History No change 3,099 329 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 12, 2026
Investment Research Partners LLC History No change 3,070 326 0.11% 0.11% 438 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 3,070 326 0.25% 0.25% 439 0 0.0% Q2 2026 Jul 31, 2026
Clarendon Private LLC History No change 3,046 323 0.21% 0.21% 440 0 0.0% Q2 2026 Jul 22, 2026
REGIONS FINANCIAL CORP History No change 3,013 320 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 10, 2026
Compton Financial Group, LLC History No change 3,018 320 0.06% 0.06% 442 0 0.0% Q2 2026 Aug 12, 2026
NTV ASSET MANAGEMENT LLC History No change 3,000 318 0.03% 0.03% 443 0 0.0% Q2 2026 Aug 05, 2026
UNIQUE WEALTH, LLC History No change 2,999 318 0.04% 0.04% 444 0 0.0% Q2 2026 Jul 21, 2026
Wealth Architects, LLC History No change 2,989 317 0.03% 0.03% 445 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 2,990 317 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 03, 2026
Independent Advisor Alliance History No change 2,962 314 0.01% 0.01% 447 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Management, LLC History No change 2,920 310 0.01% 0.01% 448 0 0.0% Q2 2026 Jul 22, 2026
Facet Wealth, Inc. History No change 2,914 309 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 27, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 2,900 308 0.04% 0.04% 450 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 2,887 306 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 06, 2026
Avidian Wealth Enterprises, LLC History New 2,813 305 0.01% — 453 +2,813 New Q3 2026 Oct 08, 2026
Petix & Botte Co History No change 2,872 305 0.06% 0.06% 452 0 0.0% Q2 2026 Aug 04, 2026
BRAUN STACEY ASSOCIATES INC History No change 2,850 302 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 2,865 301 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 12, 2026
Plancorp, LLC History No change 2,772 300 0.01% 0.01% 456 0 0.0% Q2 2026 Jul 14, 2026
Prudent Man Advisors, LLC History No change 2,830 300 0.07% 0.07% 457 0 0.0% Q2 2026 Aug 05, 2026
Range Advisory, LLC History No change 2,810 298 0.04% 0.04% 458 0 0.0% Q2 2026 Sep 02, 2026
Stratos Wealth Advisors, LLC History No change 2,794 297 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 11, 2026
Sterling Financial Planning, Inc. History No change 2,800 297 0.08% 0.08% 460 0 0.0% Q2 2026 Aug 11, 2026
Greenspring Advisors, LLC History No change 2,791 296 0.02% 0.02% 461 0 0.0% Q2 2026 Aug 11, 2026
Legacy Wealth Asset Management, LLC History No change 2,728 290 0.06% 0.06% 462 0 0.0% Q2 2026 Jul 09, 2026
Midwest Trust Co History No change 2,735 290 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 04, 2026
THOMPSON DAVIS & CO., INC. History No change 2,713 288 0.17% 0.17% 464 0 0.0% Q2 2026 Jul 29, 2026
W ADVISORS, LLC History No change 2,683 285 0.13% 0.13% 465 0 0.0% Q2 2026 Jul 31, 2026
Signal Advisors Wealth, LLC History No change 2,687 285 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 04, 2026
FWG Investments, LLC. History No change 2,651 281 0.15% 0.15% 467 0 0.0% Q2 2026 Jul 28, 2026
Advyzon Investment Management, LLC History No change 2,648 281 0.02% 0.02% 468 0 0.0% Q2 2026 Aug 14, 2026
Noble Wealth Partners LLC History No change 2,649 281 0.24% 0.24% 469 0 0.0% Q2 2026 Jul 24, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 2,640 280 0.0% 0.0% 470 0 0.0% Q2 2026 Sep 23, 2026
Princeton Global Asset Management LLC History No change 2,580 274 0.04% 0.04% 471 0 0.0% Q2 2026 Jul 16, 2026
Maridea Wealth Management LLC History No change 2,578 274 0.03% 0.03% 472 0 0.0% Q2 2026 Aug 06, 2026
CWC Advisors, LLC. History No change 2,570 273 0.12% 0.12% 473 0 0.0% Q2 2026 Jul 21, 2026
Gen-Wealth Partners Inc History No change 2,570 273 0.08% 0.08% 474 0 0.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History No change 2,551 271 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL LIFE ADVISORS History No change 2,537 269 0.08% 0.08% 476 0 0.0% Q2 2026 Jul 28, 2026
UNIVEST FINANCIAL Corp History No change 2,521 268 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 07, 2026
BOS Asset Management, LLC History No change 2,526 268 0.06% 0.06% 478 0 0.0% Q2 2026 Jul 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2,512 267 0.03% 0.03% 479 0 0.0% Q2 2026 Jul 27, 2026
Ausdal Financial Partners, Inc. History No change 2,519 267 0.01% 0.01% 480 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 3,837 264 0.02% 0.02% 481 0 0.0% Q2 2026 Aug 14, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,450 260 0.0% 0.0% 482 0 0.0% Q2 2026 Jul 30, 2026
Ellenbecker Investment Group History No change 2,421 257 0.03% 0.03% 483 0 0.0% Q2 2026 Jul 27, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,392 254 0.03% 0.03% 484 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 2,361 250 0.04% 0.04% 485 0 0.0% Q2 2026 Jul 24, 2026
Gordian Advisors LLC History No change 2,358 250 0.15% 0.15% 486 0 0.0% Q2 2026 Aug 04, 2026
Paragon Private Wealth Management, LLC History No change 2,323 247 0.06% 0.06% 487 0 0.0% Q2 2026 Jul 28, 2026
Anson Capital, Inc. History No change 2,292 243 0.16% 0.16% 488 0 0.0% Q2 2026 Jul 29, 2026
Newport Capital Group, LLC History No change 2,282 242 0.14% 0.14% 489 0 0.0% Q2 2026 Jul 21, 2026
Advocacy Wealth Management, LLC History No change 2,261 240 0.01% 0.01% 490 0 0.0% Q2 2026 Jul 29, 2026
Trexquant Investment LP History No change 2,259 240 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 14, 2026
Lynch Investment Planning, LLC History No change 2,266 240 0.18% 0.18% 492 0 0.0% Q2 2026 Jul 17, 2026
PKS Advisory Services, LLC History No change 2,256 239 0.04% 0.04% 493 0 0.0% Q2 2026 Aug 04, 2026
Goldstein Advisors, LLC History No change 2,253 239 0.02% 0.02% 494 0 0.0% Q2 2026 Jul 20, 2026
Convergence Financial, LLC History No change 2,240 238 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 05, 2026
New Covenant Trust Company, N.A. History No change 2,184 237 0.16% 0.17% 496 0 0.0% Q3 2026 Oct 08, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,228 236 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 14, 2026
Strategic Financial Services, Inc. History No change 2,200 233 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 24, 2026
Base Wealth Management LLC History No change 2,189 232 0.11% 0.11% 499 0 0.0% Q2 2026 Jul 22, 2026
Occidental Asset Management, LLC History No change 2,174 231 0.02% 0.02% 500 0 0.0% Q2 2026 Aug 07, 2026
Level Financial Advisors History No change 2,162 229 0.05% 0.05% 501 0 0.0% Q2 2026 Jul 15, 2026
EQ LLC History No change 2,145 228 0.06% 0.06% 502 0 0.0% Q2 2026 Jul 23, 2026
HUNTINGTON NATIONAL BANK History No change 2,131 226 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 13, 2026
DecisionMap Wealth Management, LLC History No change 2,129 226 0.13% 0.13% 504 0 0.0% Q2 2026 Jul 21, 2026
Legacy Bridge, LLC History No change 2,113 224 0.07% 0.07% 505 0 0.0% Q2 2026 Aug 13, 2026
Foster Group, Inc. History No change 2,080 221 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 07, 2026
Stonebridge Financial Group, LLC/CA History No change 2,088 221 0.03% 0.03% 507 0 0.0% Q2 2026 Aug 13, 2026
JACOBS & CO/CA History No change 2,070 220 0.02% 0.02% 508 0 0.0% Q2 2026 Jul 08, 2026
Interchange Capital Partners, LLC History No change 2,105 220 0.04% 0.04% 509 0 0.0% Q2 2026 Jul 20, 2026
XY Planning Network, Inc. History No change 2,049 217 0.03% 0.03% 510 0 0.0% Q2 2026 Jul 14, 2026
Modern Wealth Management, LLC History No change 2,029 215 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
Park Capital Management, LLC / WI History No change 2,000 212 0.12% 0.12% 512 0 0.0% Q2 2026 Jul 10, 2026
Checchi Capital Advisers, LLC History No change 1,994 211 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 04, 2026
Disciplina Capital Management LLC History No change 1,985 211 0.02% 0.02% 514 0 0.0% Q2 2026 Aug 10, 2026
North Star Investment Management Corp. History No change 1,951 207 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 28, 2026
MSH Capital Advisors LLC History No change 1,941 206 0.04% 0.04% 516 0 0.0% Q2 2026 Aug 10, 2026
Avant Capital LLC History No change 1,935 205 0.13% 0.13% 517 0 0.0% Q2 2026 Aug 12, 2026
Alteri Wealth LLC History No change 1,933 205 0.06% 0.06% 518 0 0.0% Q2 2026 Jul 29, 2026
Altrius Capital Management Inc History No change 1,919 204 0.04% 0.04% 519 0 0.0% Q2 2026 Aug 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 1,904 202 0.02% 0.02% 520 0 0.0% Q2 2026 Sep 02, 2026
Wernau Asset Management Inc. History No change 1,885 200 0.1% 0.1% 521 0 0.0% Q2 2026 Jul 31, 2026
Fairman Group, LLC History No change 1,876 199 0.16% 0.16% 522 0 0.0% Q2 2026 Aug 04, 2026
Asset Management One Co., Ltd. History No change 1,841 195 0.0% 0.0% 523 0 0.0% Q2 2026 Jul 28, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,800 191 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 03, 2026
Fairway Wealth LLC History No change 1,727 183 0.04% 0.04% 525 0 0.0% Q2 2026 Jul 24, 2026
Realta Investment Advisors History No change 1,710 181 0.06% 0.06% 526 0 0.0% Q2 2026 Jul 20, 2026
Russell Investments Group, Ltd. History No change 1,683 178 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 06, 2026
Hilton Head Capital Partners, LLC History No change 1,670 177 0.09% 0.09% 528 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 1,543 164 0.0% 0.0% 529 0 0.0% Q2 2026 Jul 30, 2026
Rossby Financial, LCC History No change 1,550 164 0.03% 0.03% 530 0 0.0% Q2 2026 Aug 04, 2026
Transamerica Financial Advisors, LLC History No change 1,507 160 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 14, 2026
Rice Partnership, LLC History No change 1,486 157 0.02% 0.02% 532 0 0.0% Q2 2026 Jul 29, 2026
CoreCap Advisors, LLC History Reduced 1,437 156 0.0% 0.01% 533 -767 -34.8% Q3 2026 Oct 08, 2026
IFP Advisors, Inc History No change 1,449 154 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,436 152 0.01% 0.01% 535 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 1,385 147 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 17, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 1,226 130 0.06% 0.06% 537 0 0.0% Q2 2026 Jul 20, 2026
Private Wealth Management Group, LLC History No change 1,218 129 0.03% 0.03% 538 0 0.0% Q2 2026 Jul 27, 2026
Archer Investment Corp History No change 1,176 125 0.02% 0.02% 539 0 0.0% Q2 2026 Aug 03, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,037 110 0.0% 0.0% 540 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 990 105 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 960 102 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 22, 2026
Greykasell Wealth Strategies, Inc. History No change 946 100 0.04% 0.04% 543 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 932 99 0.0% 0.0% 544 0 0.0% Q2 2026 Jul 21, 2026
Plante Moran Financial Advisors, LLC History No change 858 91 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 06, 2026
HHM Wealth Advisors, LLC History No change 834 88 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 13, 2026
Bogart Wealth, LLC History No change 817 86 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 24, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 792 84 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 799 84 0.01% 0.01% 549 0 0.0% Q2 2026 Aug 11, 2026
Allied Private Wealth LLC History No change 776 83 0.05% 0.05% 550 0 0.0% Q2 2026 Jul 09, 2026
MASECO LLP History No change 760 80 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 05, 2026
Newton One Investments LLC History No change 740 78 0.02% 0.02% 552 0 0.0% Q2 2026 Jul 22, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 694 73 0.02% 0.02% 553 0 0.0% Q2 2026 Jul 21, 2026
Cassaday & Co Wealth Management LLC History No change 672 71 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 10, 2026
Bell Investment Advisors, Inc History No change 637 67 0.01% 0.01% 555 0 0.0% Q2 2026 Aug 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 626 66 0.02% 0.02% 556 0 0.0% Q2 2026 Jul 30, 2026
STEPH & CO History Reduced 588 63 0.02% 0.02% 557 -44 -6.96% Q3 2026 Oct 07, 2026
BFSG, LLC History No change 598 63 0.01% 0.01% 558 0 0.0% Q2 2026 Jul 20, 2026
SITTNER & NELSON, LLC History No change 586 62 0.02% 0.02% 559 0 0.0% Q2 2026 Aug 07, 2026
City State Bank History No change 586 62 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 14, 2026
Operose Advisors LLC History No change 580 61 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 565 60 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 16, 2026
NFSG Corp History No change 517 54 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 487 51 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisory Services, LLC History No change 452 48 0.0% 0.0% 565 0 0.0% Q2 2026 Jul 23, 2026
Alpine Bank Wealth Management History No change 460 48 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 07, 2026
Register Financial Advisors LLC History No change 432 45 0.01% 0.01% 567 0 0.0% Q2 2026 Jul 15, 2026
Moisand Fitzgerald Tamayo, LLC History No change 421 44 0.0% 0.0% 568 0 0.0% Q2 2026 Jul 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 377 40 0.0% 0.0% 569 +113 42.8% Q3 2026 Oct 05, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 385 40 0.09% 0.09% 570 0 0.0% Q2 2026 Aug 13, 2026
DHJJ Financial Advisors, Ltd. History No change 366 38 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 24, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 350 37 0.01% 0.01% 572 0 0.0% Q2 2026 Jul 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 345 36 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 28, 2026
Horizon Investments, LLC History No change 322 34 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 13, 2026
Minot DeBlois Advisors LLC History No change 306 32 0.03% 0.03% 575 0 0.0% Q2 2026 Aug 13, 2026
Providence Capital Advisors, LLC History No change 303 32 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 300 31 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 17, 2026
MATHER GROUP, LLC. History No change 284 30 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 27, 2026
Insight Inv LLC History No change 287 30 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 290 30 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 14, 2026
YANKCOM Partnership History No change 269 28 0.01% 0.01% 581 0 0.0% Q2 2026 Jul 21, 2026
CULLEN/FROST BANKERS, INC. History No change 246 26 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 239 25 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 07, 2026
Anchor Investment Management, LLC History No change 229 24 0.0% 0.0% 584 0 0.0% Q2 2026 Sep 15, 2026
Piscataqua Savings Bank History No change 216 22 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 200 21 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 24, 2026
SBI Securities Co., Ltd. History No change 190 20 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 22, 2026
TD Waterhouse Canada Inc. History No change 193 20 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 27, 2026
TRUST CO OF VERMONT History No change 188 19 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 07, 2026
Versant Capital Management, Inc History No change 170 18 0.0% 0.0% 590 0 0.0% Q3 2026 Oct 01, 2026
Addison Advisors LLC History No change 165 17 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 10, 2026
LGT Financial Advisors LLC History No change 160 17 0.09% 0.09% 592 0 0.0% Q2 2026 Jul 24, 2026
Signature Equity Partners, LLC History No change 163 17 0.01% 0.01% 593 0 0.0% Q2 2026 Jul 30, 2026
BAYBAN History No change 160 17 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 30, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 150 16 0.0% 0.0% 595 0 0.0% Q2 2026 Jul 27, 2026
Physician Wealth Advisors, Inc. History No change 151 16 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 20, 2026
GGM Financial LLC History No change 150 16 0.01% 0.01% 597 0 0.0% Q2 2026 Jul 23, 2026
CDKV HOLDINGS LLC History No change 159 16 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 30, 2026
Olistico Wealth, LLC History Reduced 144 15 0.01% 0.01% 599 -67 -31.75% Q3 2026 Oct 05, 2026
Tower Research Capital LLC (TRC) History No change 126 13 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 11, 2026
Lodestone Wealth Management LLC History No change 131 13 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Advisors LLC History No change 145 13 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 119 12 0.0% 0.0% 603 0 0.0% Q2 2026 Sep 02, 2026
EASTERN BANK History No change 107 11 0.0% 0.0% 604 0 0.0% Q3 2026 Oct 05, 2026
TOTH FINANCIAL ADVISORY CORP History New 85 9 0.0% — 607 +85 New Q3 2026 Oct 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 86 9 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 20, 2026
Triumph Capital Management History No change 94 9 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 72 7 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 06, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 73 7 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 67 7 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Planning Group LLC History No change 60 6 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 29, 2026
Atomic Invest LLC History No change 64 6 0.0% 0.0% 612 0 0.0% Q2 2026 Sep 25, 2026
AMERIFLEX GROUP, INC. History No change 49 5 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 42 4 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 05, 2026
DUNCKER STREETT & CO INC History No change 42 4 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 28, 2026
AlphaCore Capital LLC History No change 38 4 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 06, 2026
Delos Wealth Advisors, LLC History No change 39 4 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 46 4 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 39 4 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 41 4 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 12, 2026
Central Pacific Bank - Trust Division History New 32 3 0.0% — 622 +32 New Q3 2026 Oct 05, 2026
Beutel, Goodman & Co Ltd. History No change 29 3 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 12, 2026
VALLEY WEALTH MANAGERS, INC. History No change 19 2 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 04, 2026
Paladin Advisory Group, LLC History No change 28 2 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 28, 2026
Creative Capital Management Investments LLC History No change 20 2 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 24, 2026
Fairscale Capital, LLC History No change 24 2 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 07, 2026
Millstone Evans Group, LLC History No change 28 2 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 10 1 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 3 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Centennial Bank/AR/ History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026