VANGUARD GROUP INC - VOOG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JPMORGAN CHASE & CO History No change 13,235,446 1,078,424 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 5,236,837 432,667 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 4,643,540 383,649 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,753,568 310,119 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 3,299,210 272,580 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,593,425 214,268 0.05% 0.05% 6 0 0.0% Q2 2026 Sep 23, 2026
AMERIPRISE FINANCIAL INC History No change 1,888,763 156,345 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,715,087 141,700 2.6% 2.6% 8 0 0.0% Q2 2026 Aug 04, 2026
WELLS FARGO & COMPANY/MN History No change 1,632,640 134,888 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,446,481 119,508 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,174,283 97,064 0.11% 0.11% 11 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 1,080,873 89,301 0.12% 0.12% 12 0 0.0% Q2 2026 Aug 27, 2026
Arista Wealth Management, LLC History No change 1,054,603 87,131 9.4% 9.4% 13 0 0.0% Q2 2026 Jul 08, 2026
Joel Isaacson & Co., LLC History No change 908,664 75,073 2.17% 2.17% 14 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Wealth History No change 884,646 73,089 0.07% 0.07% 15 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 876,607 72,425 0.43% 0.43% 16 0 0.0% Q2 2026 Aug 17, 2026
Shakespeare Wealth Management, LLC History No change 839,154 69,330 18.36% 18.36% 17 0 0.0% Q2 2026 Jul 20, 2026
Private Advisor Group, LLC History No change 832,385 68,771 0.31% 0.31% 18 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History No change 711,922 58,814 0.07% 0.07% 19 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 620,540 51,268 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 13, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 564,186 46,613 3.14% 3.14% 21 0 0.0% Q2 2026 Jul 20, 2026
HighTower Advisors, LLC History No change 562,721 46,492 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 05, 2026
Essex Financial Services, Inc. History No change 534,985 44,200 2.2% 2.2% 23 0 0.0% Q2 2026 Aug 10, 2026
Principle Wealth Partners LLC History No change 515,413 42,583 2.1% 2.1% 24 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 492,640 40,701 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 458,376 37,870 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 451,471 37,301 0.09% 0.09% 27 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History No change 445,787 36,447 0.51% 0.51% 28 0 0.0% Q2 2026 Jul 08, 2026
ROYAL BANK OF CANADA History No change 439,091 36,278 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 455,097 36,266 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
Wheelhouse Advisory Group LLC History No change 383,497 31,684 8.94% 8.94% 31 0 0.0% Q2 2026 Jul 23, 2026
Kropog Financial Group, LLC History No change 374,994 30,981 21.83% 21.83% 32 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 369,250 30,507 0.19% 0.19% 33 0 0.0% Q2 2026 Jul 20, 2026
Connecticut Wealth Management, LLC History No change 365,063 30,161 1.12% 1.12% 34 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 363,150 30,003 0.1% 0.1% 35 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Advisory, LLC History No change 358,268 29,600 2.46% 2.46% 36 0 0.0% Q2 2026 Jul 29, 2026
Modern Wealth Management, LLC History No change 347,334 28,696 0.34% 0.34% 37 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 315,822 26,093 0.05% 0.05% 38 0 0.0% Q2 2026 Aug 05, 2026
Steffes Financial, Ltd. History No change 315,325 26,052 11.25% 11.25% 39 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 310,959 25,691 0.03% 0.03% 40 0 0.0% Q2 2026 Jul 29, 2026
TRUIST FINANCIAL CORP History No change 307,148 25,376 0.03% 0.03% 41 0 0.0% Q2 2026 Jul 28, 2026
Quantinno Capital Management LP History No change 299,972 24,783 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 13, 2026
Cerro Pacific Wealth Advisors LLC History No change 287,480 23,751 5.37% 5.37% 43 0 0.0% Q2 2026 Jul 15, 2026
MML INVESTORS SERVICES, LLC History No change 284,264 23,485 0.05% 0.05% 44 0 0.0% Q2 2026 Aug 07, 2026
Curry Webb Wealth Management LLC History No change 283,598 23,430 9.7% 9.7% 45 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 282,925 23,375 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 275,764 22,783 0.27% 0.27% 47 0 0.0% Q2 2026 Jul 22, 2026
Sanctuary Advisors, LLC History No change 275,423 22,755 0.11% 0.11% 48 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 275,067 22,726 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 13, 2026
ArchPoint Investors History No change 272,490 22,513 4.76% 4.76% 50 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 270,459 22,345 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 261,936 21,641 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
Graves Light Lenhart Wealth, Inc. History No change 258,813 21,383 2.0% 2.0% 53 0 0.0% Q2 2026 Jul 07, 2026
Stordahl Capital Management, Inc. History No change 249,986 20,653 3.78% 3.78% 54 0 0.0% Q2 2026 Jul 14, 2026
FIL Ltd History No change 241,531 19,955 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Services, LLC History No change 235,173 19,430 11.67% 11.67% 56 0 0.0% Q2 2026 Jul 24, 2026
Savant Capital, LLC History No change 150,864 19,256 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 231,192 19,101 0.21% 0.21% 58 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 229,992 19,001 0.5% 0.5% 59 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 220,667 18,231 0.0% 0.0% 60 0 0.0% Q2 2026 Sep 02, 2026
ENTRUST FINANCIAL LLC History No change 218,895 18,085 11.73% 11.73% 61 0 0.0% Q2 2026 Jul 20, 2026
Betterment LLC History No change 204,219 16,873 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 202,832 16,758 0.14% 0.14% 63 0 0.0% Q2 2026 Jul 27, 2026
CONNING INC. History No change 202,438 16,725 0.5% 0.5% 64 0 0.0% Q2 2026 Jul 30, 2026
Atria Investments, Inc History No change 200,080 16,530 0.17% 0.17% 65 0 0.0% Q2 2026 Jul 28, 2026
GOLDMAN SACHS GROUP INC History No change 199,789 16,506 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 187,546 15,495 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 12, 2026
RFG HOLDINGS, INC. History No change 183,490 15,159 3.18% 3.18% 68 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD SECURITIES, INC. History No change 182,671 15,092 0.86% 0.86% 69 0 0.0% Q2 2026 Jul 15, 2026
J.W. COLE ADVISORS, INC. History No change 181,189 14,969 0.26% 0.26% 70 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 179,038 14,915 0.02% 0.02% 71 0 0.0% Q2 2026 Jul 15, 2026
Mutual Advisors, LLC History No change 178,969 14,786 0.28% 0.28% 72 0 0.0% Q2 2026 Aug 14, 2026
Relyea Zuckerberg Hanson LLC History No change 173,917 14,369 1.2% 1.2% 73 0 0.0% Q2 2026 Jul 16, 2026
Caprock Group, LLC History No change 160,980 13,300 0.25% 0.25% 74 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 145,230 11,999 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 139,803 11,550 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 132,676 10,961 0.06% 0.06% 77 0 0.0% Q2 2026 Aug 11, 2026
Magnus Financial Group LLC History No change 128,749 10,637 0.75% 0.75% 78 0 0.0% Q2 2026 Jul 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 119,406 10,223 3.33% 3.33% 79 0 0.0% Q2 2026 Aug 13, 2026
Strategies Wealth Advisors, LLC History No change 122,642 10,132 0.91% 0.91% 80 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 119,599 9,881 0.12% 0.12% 81 0 0.0% Q2 2026 Aug 07, 2026
Cooper Financial Group History No change 118,652 9,802 0.81% 0.81% 82 0 0.0% Q2 2026 Jul 08, 2026
Jump Financial, LLC History No change 118,044 9,752 0.08% 0.08% 83 0 0.0% Q2 2026 Aug 13, 2026
COZAD ASSET MANAGEMENT INC History No change 113,340 9,364 0.6% 0.6% 84 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 108,152 8,936 0.06% 0.06% 85 0 0.0% Q2 2026 Jul 20, 2026
ALLIANCEBERNSTEIN L.P. History No change 21,521 8,773 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 106,156 8,770 0.14% 0.14% 87 0 0.0% Q2 2026 Jul 31, 2026
EHRLICH FINANCIAL GROUP History No change 105,549 8,720 4.48% 4.48% 88 0 0.0% Q2 2026 Jul 09, 2026
Belvedere Trading LLC History No change 104,800 8,658 0.01% 0.01% 89 0 0.0% Q2 2026 Jul 31, 2026
Keystone Financial Group History No change 104,576 8,640 0.51% 0.51% 90 0 0.0% Q2 2026 Jul 29, 2026
Zhang Financial LLC History No change 104,229 8,611 0.25% 0.25% 91 0 0.0% Q2 2026 Jul 30, 2026
JANE STREET GROUP, LLC History No change 104,200 8,609 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 103,078 8,516 0.03% 0.03% 93 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 100,203 8,278 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 96,676 7,978 0.03% 0.03% 95 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 95,672 7,904 0.04% 0.04% 96 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 90,185 7,451 0.06% 0.06% 97 0 0.0% Q2 2026 Aug 06, 2026
Brookstone Capital Management History No change 90,047 7,439 0.07% 0.07% 98 0 0.0% Q2 2026 Jul 15, 2026
Elevation Capital Advisory, LLC History No change 88,695 7,327 2.83% 2.83% 99 0 0.0% Q2 2026 Jul 27, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 87,873 7,260 0.49% 0.49% 100 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 92,740 7,199 0.48% 0.48% 101 0 0.0% Q2 2026 Aug 07, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 87,126 7,198 0.39% 0.39% 102 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 86,196 7,121 0.08% 0.08% 103 0 0.0% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History No change 85,440 7,059 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 81,495 6,733 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 05, 2026
Wealthfront Advisers LLC History No change 81,250 6,712 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 78,167 6,458 0.12% 0.12% 107 0 0.0% Q2 2026 Jul 15, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 75,745 6,258 1.91% 1.91% 108 0 0.0% Q2 2026 Jul 21, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 74,529 6,157 1.54% 1.54% 109 0 0.0% Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History No change 72,736 6,009 0.03% 0.03% 110 0 0.0% Q2 2026 Aug 18, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 72,383 5,980 1.8% 1.8% 111 0 0.0% Q2 2026 Jul 16, 2026
Gross & Hartman Investments LLC History No change 71,560 5,912 2.61% 2.61% 112 0 0.0% Q2 2026 Aug 13, 2026
Junk Investment Group, LLC History No change 70,546 5,828 2.58% 2.58% 113 0 0.0% Q2 2026 Jul 29, 2026
Northstar Financial Companies, Inc. History No change 69,714 5,759 3.88% 3.88% 114 0 0.0% Q2 2026 Aug 06, 2026
Sigma Planning Corp History No change 69,083 5,707 0.14% 0.14% 115 0 0.0% Q2 2026 Aug 07, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 65,616 5,421 1.21% 1.21% 116 0 0.0% Q2 2026 Jul 27, 2026
TWO SIGMA INVESTMENTS, LP History No change 64,080 5,294 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 63,725 5,265 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
Anson Capital, Inc. History No change 63,267 5,227 3.4% 3.4% 119 0 0.0% Q2 2026 Jul 29, 2026
CITIGROUP INC History No change 61,505 5,081 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 03, 2026
OneAscent Financial Services LLC History No change 60,144 4,969 0.24% 0.24% 121 0 0.0% Q2 2026 Aug 11, 2026
Mesirow Financial Investment Management, Inc. History No change 56,961 4,706 0.07% 0.07% 122 0 0.0% Q2 2026 Jul 22, 2026
MAI Capital Management History No change 56,056 4,631 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 14, 2026
R. W. Roge & Company, Inc. History No change 54,911 4,536 1.9% 1.9% 124 0 0.0% Q2 2026 Jul 31, 2026
Kingsview Wealth Management, LLC History No change 52,884 4,369 0.05% 0.05% 125 0 0.0% Q2 2026 Aug 18, 2026
KINTRA WEALTH, LLC History No change 50,628 4,338 0.23% 0.23% 126 0 0.0% Q2 2026 Aug 14, 2026
Royal Fund Management, LLC History No change 51,143 4,225 0.35% 0.35% 127 0 0.0% Q2 2026 Jul 20, 2026
Dorsey & Whitney Trust CO LLC History No change 51,024 4,215 0.21% 0.21% 128 0 0.0% Q2 2026 Aug 14, 2026
Asset Management Group, Inc. History No change 50,354 4,160 0.61% 0.61% 129 0 0.0% Q2 2026 Aug 14, 2026
Verum Partners LLC History No change 50,104 4,139 0.62% 0.62% 130 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 49,742 4,109 0.03% 0.03% 131 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 49,635 4,100 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 13, 2026
INTEGRITY ALLIANCE, LLC. History No change 49,382 4,079 0.13% 0.13% 133 0 0.0% Q2 2026 Jul 31, 2026
Focused Wealth Management, Inc History No change 48,531 4,009 0.35% 0.35% 134 0 0.0% Q2 2026 Aug 06, 2026
Continuum Advisory, LLC History No change 48,012 3,966 0.32% 0.32% 135 0 0.0% Q2 2026 Aug 06, 2026
PHILADELPHIA TRUST CO History No change 47,052 3,887 0.25% 0.25% 136 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 46,479 3,840 0.05% 0.05% 137 0 0.0% Q2 2026 Jul 22, 2026
First Bancorp, Inc /ME/ History No change 46,266 3,822 1.51% 1.51% 138 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 47,159 3,750 0.06% 0.06% 139 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 47,159 3,750 0.06% 0.06% 140 0 0.0% Q2 2026 Jul 29, 2026
PKS Advisory Services, LLC History No change 45,289 3,741 0.6% 0.6% 141 0 0.0% Q2 2026 Aug 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 45,002 3,717 0.06% 0.06% 142 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ADVISERS INC History No change 44,717 3,694 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 44,162 3,648 0.12% 0.12% 144 0 0.0% Q2 2026 Jul 27, 2026
Diversified Portfolios, Inc. History No change 44,112 3,644 0.26% 0.26% 145 0 0.0% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 43,380 3,584 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 19, 2026
LAZARD ASSET MANAGEMENT LLC History No change 42,428 3,505 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 42,014 3,471 0.03% 0.03% 148 0 0.0% Q2 2026 Aug 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 41,317 3,413 0.03% 0.03% 149 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 40,946 3,382 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 40,836 3,373 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 24, 2026
CoreCap Advisors, LLC History No change 40,823 3,372 0.1% 0.1% 152 0 0.0% Q2 2026 Jul 06, 2026
Garde Capital, Inc. History No change 40,062 3,309 0.15% 0.15% 153 0 0.0% Q2 2026 Jul 31, 2026
Sequoia Financial Advisors, LLC History No change 38,583 3,187 0.02% 0.02% 154 0 0.0% Q2 2026 Jul 17, 2026
WHITTIER TRUST CO History No change 38,274 3,154 0.03% 0.03% 155 0 0.0% Q2 2026 Jul 27, 2026
Sherman Wealth Management LLC History No change 37,758 3,119 2.35% 2.35% 156 0 0.0% Q2 2026 Jul 09, 2026
RETIREMENT CAPITAL STRATEGIES History No change 37,686 3,113 1.08% 1.08% 157 0 0.0% Q2 2026 Aug 13, 2026
TOMPKINS FINANCIAL CORP History No change 37,554 3,102 0.22% 0.22% 158 0 0.0% Q2 2026 Jul 15, 2026
Integrated Wealth Concepts LLC History No change 37,192 3,072 0.02% 0.02% 159 0 0.0% Q2 2026 Sep 08, 2026
JFS WEALTH ADVISORS, LLC History No change 36,108 2,983 0.15% 0.15% 160 0 0.0% Q2 2026 Jul 10, 2026
NATIXIS ADVISORS, LLC History No change 35,841 2,961 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Lebenthal Global Advisors, LLC History No change 35,240 2,911 0.39% 0.39% 162 0 0.0% Q2 2026 Jul 30, 2026
Baird Financial Group, Inc. History No change 34,968 2,889 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
TUCKER ASSET MANAGEMENT LLC History No change 34,962 2,888 0.71% 0.71% 164 0 0.0% Q2 2026 Aug 27, 2026
UMB Bank, n.a. History No change 34,884 2,882 0.04% 0.04% 165 0 0.0% Q2 2026 Aug 13, 2026
1900 WEALTH MANAGEMENT LLC History No change 33,374 2,757 0.15% 0.15% 166 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 33,272 2,748 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 13, 2026
Ayalon Insurance Comp Ltd. History No change 33,186 2,742 0.34% 0.34% 168 0 0.0% Q2 2026 Jul 13, 2026
HB Wealth Management, LLC History No change 32,187 2,659 0.01% 0.01% 169 0 0.0% Q2 2026 Jul 29, 2026
Triton Wealth Management, PLLC History No change 31,938 2,615 0.8% 0.8% 170 0 0.0% Q2 2026 Aug 05, 2026
Sierra Capital LLC History No change 31,459 2,599 0.25% 0.25% 171 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 31,376 2,592 0.02% 0.02% 172 0 0.0% Q2 2026 Jul 17, 2026
Significant Wealth Partners LLC History No change 31,090 2,568 2.78% 2.78% 173 0 0.0% Q2 2026 Jul 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 30,798 2,545 0.03% 0.03% 174 0 0.0% Q2 2026 Aug 14, 2026
Windward Private Wealth Management Inc. History No change 30,592 2,527 0.81% 0.81% 175 0 0.0% Q2 2026 Aug 04, 2026
Virtue Capital Management, LLC History No change 30,528 2,522 0.34% 0.34% 176 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 30,493 2,519 0.05% 0.05% 177 0 0.0% Q2 2026 Aug 14, 2026
Sound View Wealth Advisors Group, LLC History No change 29,289 2,419 0.15% 0.15% 178 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 28,703 2,371 0.56% 0.56% 179 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 28,270 2,335 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 03, 2026
Vise Technologies, Inc. History No change 28,235 2,332 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 10, 2026
Essex Bank History No change 28,018 2,314 0.5% 0.5% 182 0 0.0% Q2 2026 Jul 23, 2026
HRT FINANCIAL LP History No change 27,657 2,285 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 27,475 2,270 0.09% 0.09% 184 0 0.0% Q2 2026 Jul 28, 2026
Retirement Planning Group, LLC History No change 27,252 2,251 0.06% 0.06% 185 0 0.0% Q2 2026 Aug 05, 2026
Cove Private Wealth, LLC History No change 27,200 2,247 0.43% 0.43% 186 0 0.0% Q2 2026 Jul 31, 2026
Prospera Financial Services Inc History No change 27,067 2,236 0.03% 0.03% 187 0 0.0% Q2 2026 Jul 15, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 26,976 2,228 0.14% 0.14% 188 0 0.0% Q2 2026 Aug 07, 2026
Bawa N Mallick Trust History No change 26,575 2,195 0.71% 0.71% 189 0 0.0% Q2 2026 Aug 14, 2026
GEN Financial Management, INC. History No change 26,220 2,166 1.3% 1.3% 190 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 26,166 2,161 0.07% 0.07% 191 0 0.0% Q2 2026 Jul 24, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 26,095 2,155 0.09% 0.09% 192 0 0.0% Q2 2026 Jul 27, 2026
CIBC Bancorp USA Inc. History No change 25,823 2,133 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 25,360 2,095 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 24,788 2,048 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 07, 2026
Financial Engines Advisors L.L.C. History No change 24,575 2,030 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 24,426 2,018 0.02% 0.02% 197 0 0.0% Q2 2026 Aug 06, 2026
PINNACLE ASSOCIATES LTD History No change 24,270 2,005 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 03, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 24,140 1,994 0.51% 0.51% 199 0 0.0% Q2 2026 Jul 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 23,938 1,977 0.09% 0.09% 200 0 0.0% Q2 2026 Jul 24, 2026
BALANCED WEALTH GROUP LLC History No change 23,129 1,910 0.6% 0.6% 201 0 0.0% Q2 2026 Aug 10, 2026
B.O.S.S. Retirement Advisors, LLC History No change 23,021 1,901 0.51% 0.51% 202 0 0.0% Q2 2026 Jul 20, 2026
Advisory Services Network, LLC History No change 23,002 1,900 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 12, 2026
NICOLET BANKSHARES INC History No change 22,874 1,888 0.06% 0.06% 204 0 0.0% Q2 2026 Aug 11, 2026
High Note Wealth, LLC History No change 22,710 1,876 0.32% 0.32% 205 0 0.0% Q2 2026 Jul 23, 2026
Axis Wealth Partners, LLC History No change 22,673 1,873 0.9% 0.9% 206 0 0.0% Q2 2026 Jul 28, 2026
MSH Capital Advisors LLC History No change 22,630 1,869 0.33% 0.33% 207 0 0.0% Q2 2026 Aug 10, 2026
Planning Project LLC History No change 22,163 1,860 0.37% 0.37% 208 0 0.0% Q2 2026 Sep 01, 2026
BlackRock, Inc. History No change 22,422 1,852 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 07, 2026
Investment Insight Wealth Management, LLC History No change 22,301 1,842 1.6% 1.6% 210 0 0.0% Q2 2026 Jul 27, 2026
World Investment Advisors History No change 17,408 1,840 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 13, 2026
Gutierrez Wealth Advisory, LLC History No change 22,234 1,837 1.06% 1.06% 212 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 22,166 1,831 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 21,716 1,794 0.07% 0.07% 214 0 0.0% Q2 2026 Aug 17, 2026
J. M. Brown & Associates Inc. History No change 21,637 1,787 1.02% 1.02% 215 0 0.0% Q2 2026 Jul 23, 2026
HFG Advisors, Inc. History No change 21,522 1,778 1.11% 1.11% 216 0 0.0% Q2 2026 Aug 07, 2026
Grantvest Financial Group LLC History No change 21,457 1,772 1.03% 1.03% 217 0 0.0% Q2 2026 Aug 07, 2026
Midwest Financial Network, LLC History No change 21,454 1,772 1.21% 1.21% 218 0 0.0% Q2 2026 Jul 07, 2026
Safe Harbor Family Capital, LLC History No change 21,275 1,757 1.17% 1.17% 219 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 21,217 1,752 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 11, 2026
Summit Asset Management, LLC History No change 21,156 1,747 0.22% 0.22% 221 0 0.0% Q2 2026 Aug 06, 2026
KWB Wealth History No change 20,741 1,713 0.15% 0.15% 222 0 0.0% Q2 2026 Jul 10, 2026
Western Wealth Management, LLC History No change 20,396 1,685 0.06% 0.06% 223 0 0.0% Q2 2026 Aug 14, 2026
RPS ADVISORY SOLUTIONS LLC History No change 20,128 1,662 1.1% 1.1% 224 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 20,100 1,660 0.1% 0.1% 225 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Wealth Management, LLC History No change 19,860 1,640 0.07% 0.07% 226 0 0.0% Q2 2026 Jul 22, 2026
Pathstone Holdings, LLC History No change 19,649 1,623 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History No change 19,559 1,615 0.42% 0.42% 228 0 0.0% Q2 2026 Jul 28, 2026
Americana Partners, LLC History No change 19,506 1,611 0.04% 0.04% 229 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 19,443 1,606 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 19,417 1,604 0.03% 0.03% 231 0 0.0% Q2 2026 Jul 20, 2026
Kroeger Financial Partners History No change 18,981 1,568 1.52% 1.52% 232 0 0.0% Q2 2026 Jul 27, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 18,600 1,536 0.62% 0.62% 233 0 0.0% Q2 2026 Jul 24, 2026
Compass Financial Group, INC/SD History No change 18,474 1,526 0.18% 0.18% 234 0 0.0% Q2 2026 Aug 04, 2026
Compound Planning, Inc. History No change 18,403 1,520 0.04% 0.04% 235 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 17,573 1,451 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 17,403 1,437 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 11, 2026
Apollon Financial, LLC History No change 17,369 1,434 0.17% 0.17% 238 0 0.0% Q2 2026 Jul 22, 2026
Armor Investment Advisors, LLC History No change 17,100 1,412 0.45% 0.45% 239 0 0.0% Q2 2026 Aug 04, 2026
SBI Securities Co., Ltd. History No change 17,028 1,406 0.03% 0.03% 240 0 0.0% Q2 2026 Jul 22, 2026
Facet Wealth, Inc. History No change 16,800 1,388 0.02% 0.02% 241 0 0.0% Q2 2026 Jul 27, 2026
Investment Advisory Group, LLC History No change 16,798 1,387 0.3% 0.3% 242 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE TRUST CO NA History No change 16,476 1,361 0.11% 0.11% 243 0 0.0% Q2 2026 Jul 28, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 16,321 1,348 0.18% 0.18% 244 0 0.0% Q2 2026 Jul 24, 2026
BEAM WEALTH ADVISORS, INC. History No change 16,124 1,332 0.29% 0.29% 245 0 0.0% Q2 2026 Jul 29, 2026
Hiley Hunt Wealth Management History No change 15,729 1,299 0.51% 0.51% 246 0 0.0% Q2 2026 Jul 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 15,647 1,292 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Advisory Partners LLC History No change 15,395 1,271 0.02% 0.02% 248 0 0.0% Q2 2026 Jul 09, 2026
Focus Partners Advisor Solutions, LLC History No change 14,916 1,232 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 06, 2026
Modera Wealth Management, LLC History No change 14,851 1,227 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 03, 2026
Root Financial Partners, LLC History No change 14,608 1,206 0.05% 0.05% 251 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 14,495 1,197 0.04% 0.04% 252 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 14,466 1,195 0.06% 0.06% 253 0 0.0% Q2 2026 Jul 16, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 14,367 1,186 0.31% 0.31% 254 0 0.0% Q2 2026 Jul 13, 2026
Bluesphere Advisors LLC History No change 14,259 1,178 0.36% 0.36% 255 0 0.0% Q2 2026 Jul 30, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 14,180 1,171 0.2% 0.2% 256 0 0.0% Q2 2026 Aug 10, 2026
CWS Financial Advisors, LLC History No change 14,085 1,163 0.26% 0.26% 257 0 0.0% Q2 2026 Jul 30, 2026
Penobscot Investment Management Company, Inc. History No change 14,057 1,161 0.08% 0.08% 258 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Wealth, LLC History No change 14,038 1,159 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 10, 2026
Visionary Wealth Advisors History No change 14,028 1,158 0.05% 0.05% 260 0 0.0% Q2 2026 Aug 13, 2026
Ignite Planners, LLC History No change 13,936 1,151 0.16% 0.16% 261 0 0.0% Q2 2026 Jul 23, 2026
Steward Partners Investment Advisory, LLC History No change 13,845 1,143 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 13,821 1,141 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 13,613 1,124 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
Northern Lights Advisors, Inc. History No change 13,516 1,116 0.61% 0.61% 265 0 0.0% Q2 2026 Aug 06, 2026
CreativeOne Wealth, LLC History No change 13,283 1,097 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 13,247 1,094 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 13,180 1,088 0.04% 0.04% 268 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 13,109 1,083 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 14, 2026
Elite Financial, Inc. History No change 13,038 1,077 0.44% 0.44% 270 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 12,721 1,051 0.21% 0.21% 271 0 0.0% Q2 2026 Aug 03, 2026
Main Street Financial Solutions, LLC History No change 12,690 1,048 0.07% 0.07% 272 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 12,684 1,047 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 28, 2026
PFG Investments, LLC History No change 12,547 1,036 0.04% 0.04% 274 0 0.0% Q2 2026 Jul 23, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 12,326 1,018 0.01% 0.01% 275 0 0.0% Q2 2026 Jul 23, 2026
J. Derek Lewis & Associates Inc. History No change 12,293 1,015 0.19% 0.19% 276 0 0.0% Q2 2026 Jul 31, 2026
Lansing Street Advisors History No change 12,242 1,011 0.21% 0.21% 277 0 0.0% Q2 2026 Jul 24, 2026
Bank of New York Mellon Corp History No change 12,165 1,005 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 06, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 12,121 1,001 0.01% 0.01% 279 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Financial Partners, Inc. History No change 12,102 999 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 11,869 980 0.53% 0.53% 281 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 11,856 979 0.01% 0.01% 282 0 0.0% Q2 2026 Jul 15, 2026
SAX WEALTH ADVISORS, LLC History No change 2,395 976 0.04% 0.04% 283 0 0.0% Q2 2026 Jul 09, 2026
Laurel Wealth Planning LLC History No change 11,752 970 0.43% 0.43% 284 0 0.0% Q2 2026 Jul 30, 2026
N10 WEALTH, LLC History No change 11,742 970 0.34% 0.34% 285 0 0.0% Q2 2026 Aug 14, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 11,730 969 0.08% 0.08% 286 0 0.0% Q2 2026 Aug 14, 2026
Saxony Capital Management, LLC History No change 11,530 952 0.44% 0.44% 287 0 0.0% Q2 2026 Jul 15, 2026
One Day In July LLC History No change 11,437 944 0.07% 0.07% 288 0 0.0% Q2 2026 Aug 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 11,322 935 0.02% 0.02% 289 0 0.0% Q2 2026 Jul 17, 2026
Tower Research Capital LLC (TRC) History No change 11,323 935 0.02% 0.02% 290 0 0.0% Q2 2026 Aug 11, 2026
United Advisor Group, LLC History No change 11,291 932 0.1% 0.1% 291 0 0.0% Q2 2026 Jul 29, 2026
Traynor Capital Management, Inc. History No change 11,204 925 0.04% 0.04% 292 0 0.0% Q2 2026 Jul 22, 2026
Nicholas Hoffman & Company, LLC. History No change 11,136 920 0.02% 0.02% 293 0 0.0% Q2 2026 Aug 04, 2026
VICTORY FINANCIAL GROUP, LLC History No change 11,125 919 0.1% 0.1% 294 0 0.0% Q2 2026 Jul 28, 2026
MISSION WEALTH MANAGEMENT, LP History No change 10,974 906 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 20, 2026
Blackston Financial Advisory Group, LLC History No change 10,965 905 0.51% 0.51% 296 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 10,854 896 0.02% 0.02% 297 0 0.0% Q2 2026 Aug 12, 2026
Swisher Financial Concepts, Inc. History No change 10,855 896 0.56% 0.56% 298 0 0.0% Q2 2026 Aug 06, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 10,798 892 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 11, 2026
Accredited Investors Inc. History No change 10,734 886 0.04% 0.04% 300 0 0.0% Q2 2026 Jul 21, 2026
PCA Investment Advisory Services Inc. History No change 10,617 877 0.24% 0.24% 301 0 0.0% Q2 2026 Jul 27, 2026
Lido Advisors, LLC History No change 10,507 868 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 10,318 861 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 12, 2026
MidFirst Bank History No change 10,386 858 0.06% 0.06% 304 0 0.0% Q2 2026 Aug 07, 2026
BOK Financial Private Wealth, Inc. History No change 10,351 855 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 07, 2026
Hobart Private Capital, LLC History No change 10,302 851 0.15% 0.15% 306 0 0.0% Q2 2026 Jul 06, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 10,222 844 0.02% 0.02% 307 0 0.0% Q2 2026 Jul 31, 2026
Prairiewood Capital, LLC History No change 10,200 842 0.22% 0.22% 308 0 0.0% Q2 2026 Jul 28, 2026
Birchcreek Wealth Management, LLC History No change 10,152 838 0.33% 0.33% 309 0 0.0% Q2 2026 Aug 06, 2026
Core Wealth Partners LLC History No change 10,137 837 0.36% 0.36% 310 0 0.0% Q2 2026 Jul 17, 2026
Wealthquest Corp History No change 10,062 831 0.05% 0.05% 311 0 0.0% Q2 2026 Jul 23, 2026
GREENLEAF TRUST History No change 10,050 830 0.01% 0.01% 312 0 0.0% Q2 2026 Jul 21, 2026
CapWealth Advisors, LLC History No change 9,978 824 0.06% 0.06% 313 0 0.0% Q2 2026 Jul 28, 2026
BENJAMIN EDWARDS INC History No change 9,848 813 0.01% 0.01% 314 0 0.0% Q2 2026 Jul 24, 2026
Cassaday & Co Wealth Management LLC History No change 9,831 812 0.02% 0.02% 315 0 0.0% Q2 2026 Aug 10, 2026
Cannell & Spears LLC History No change 9,805 810 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 11, 2026
Fairscale Capital, LLC History No change 9,671 799 0.48% 0.48% 317 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 9,555 789 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 9,452 780 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 12, 2026
Maia Wealth LLC History No change 9,440 779 0.11% 0.11% 320 0 0.0% Q2 2026 Jul 28, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 9,276 766 0.12% 0.12% 321 0 0.0% Q2 2026 Aug 07, 2026
HOLDERNESS INVESTMENTS CO History No change 9,251 764 0.13% 0.13% 322 0 0.0% Q2 2026 Aug 12, 2026
Fifth Third Wealth Advisors LLC History No change 9,252 764 0.02% 0.02% 323 0 0.0% Q2 2026 Jul 17, 2026
Fisher Asset Management, LLC History No change 9,217 761 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 04, 2026
Sterling Investment Counsel, LLC History No change 9,218 761 0.18% 0.18% 325 0 0.0% Q2 2026 Jul 20, 2026
Security Financial Services, INC. History No change 9,162 756 0.1% 0.1% 326 0 0.0% Q2 2026 Jul 15, 2026
Bank of New Hampshire History No change 8,958 740 0.15% 0.15% 327 0 0.0% Q2 2026 Jul 14, 2026
Russell Investments Group, Ltd. History No change 8,929 737 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 06, 2026
One Capital Management, LLC History No change 1,799 733 0.02% 0.02% 329 0 0.0% Q2 2026 Aug 13, 2026
CARDIFF PARK ADVISORS, LLC History No change 8,875 733 0.06% 0.06% 330 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 8,826 729 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Partners, LTD. History No change 8,759 723 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 11, 2026
WATERS PARKERSON & CO., LLC History No change 8,679 717 0.04% 0.04% 333 0 0.0% Q2 2026 Jul 30, 2026
Turtle Creek Wealth Advisors, LLC History No change 8,682 717 0.04% 0.04% 334 0 0.0% Q2 2026 Jul 27, 2026
Pacific Point Advisors, LLC History No change 8,610 711 0.32% 0.32% 335 0 0.0% Q2 2026 Jul 24, 2026
MATHER GROUP, LLC. History No change 8,585 709 0.01% 0.01% 336 0 0.0% Q2 2026 Jul 27, 2026
Arkos Global Advisors History No change 8,571 708 0.08% 0.08% 337 0 0.0% Q2 2026 Aug 14, 2026
Calamos Wealth Management LLC History No change 8,514 703 0.02% 0.02% 338 0 0.0% Q2 2026 Jul 31, 2026
Soltis Investment Advisors LLC History No change 8,401 694 0.04% 0.04% 339 0 0.0% Q2 2026 Jul 31, 2026
Hilton Head Capital Partners, LLC History No change 8,408 694 0.35% 0.35% 340 0 0.0% Q2 2026 Jul 27, 2026
WealthCare Investment Partners, LLC History No change 8,357 690 0.17% 0.17% 341 0 0.0% Q2 2026 Aug 10, 2026
Gateway Wealth Partners, LLC History No change 8,343 689 0.04% 0.04% 342 0 0.0% Q2 2026 Aug 04, 2026
Southland Equity Partners LLC History No change 8,238 680 0.12% 0.12% 343 0 0.0% Q2 2026 Jul 13, 2026
AmeriServ Wealth Advisors History No change 8,181 675 0.45% 0.45% 344 0 0.0% Q2 2026 Aug 03, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 8,136 672 0.04% 0.04% 345 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 8,116 670 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 10, 2026
Rodgers & Associates, LTD History No change 8,118 670 0.06% 0.06% 347 0 0.0% Q2 2026 Jul 21, 2026
Prime Capital Investment Advisors, LLC History No change 8,041 664 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 05, 2026
Plan Group Financial, LLC History No change 8,000 660 0.14% 0.14% 349 0 0.0% Q2 2026 Aug 03, 2026
MWA Asset Management History No change 7,953 657 0.3% 0.3% 350 0 0.0% Q2 2026 Jul 31, 2026
ENTREWEALTH, LLC History No change 7,747 657 0.24% 0.24% 351 0 0.0% Q2 2026 Aug 13, 2026
James J. Burns & Company, LLC History No change 7,942 656 0.07% 0.07% 352 0 0.0% Q2 2026 Aug 06, 2026
Fort Sheridan Advisors LLC History No change 7,936 655 0.07% 0.07% 353 0 0.0% Q2 2026 Aug 05, 2026
Bogart Wealth, LLC History No change 7,886 651 0.02% 0.02% 354 0 0.0% Q2 2026 Jul 24, 2026
Guidance Point Advisors, LLC History No change 7,838 647 0.14% 0.14% 355 0 0.0% Q2 2026 Jul 31, 2026
Empower Advisory Group, LLC History No change 7,826 646 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 12, 2026
Forvis Mazars Wealth Advisors, LLC History No change 7,768 641 0.01% 0.01% 357 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 7,698 636 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 12, 2026
Black Diamond Financial, LLC History No change 7,578 626 0.06% 0.06% 359 0 0.0% Q2 2026 Aug 04, 2026
Aspire Growth Partners LLC History No change 7,543 623 0.36% 0.36% 360 0 0.0% Q2 2026 Jul 29, 2026
Clark Capital Management Group, Inc. History No change 7,536 622 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 11, 2026
Gemmer Asset Management LLC History No change 7,442 614 0.04% 0.04% 362 0 0.0% Q2 2026 Jul 15, 2026
Shelter Rock Management, LLC History No change 7,406 611 0.59% 0.59% 363 0 0.0% Q2 2026 Jul 10, 2026
Advisors Capital Management, LLC History No change 7,176 592 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisors, LLC History No change 7,172 592 0.08% 0.08% 365 0 0.0% Q2 2026 Jul 22, 2026
CDKV HOLDINGS LLC History No change 7,170 592 0.46% 0.46% 366 0 0.0% Q2 2026 Jul 30, 2026
Venturi Wealth Management, LLC History No change 7,109 587 0.02% 0.02% 367 0 0.0% Q2 2026 Jul 20, 2026
Invesco Ltd. History No change 7,035 581 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 7,037 581 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 03, 2026
FRANKLIN RESOURCES INC History No change 7,014 579 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History No change 7,007 578 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 05, 2026
DB Fitzpatrick & Co, Inc History No change 6,984 577 0.47% 0.47% 372 0 0.0% Q2 2026 Jul 16, 2026
Battery Global Advisors, LLC History No change 6,948 574 0.29% 0.29% 373 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 6,837 564 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 12, 2026
Brookwood Investment Group LLC History No change 6,788 560 0.06% 0.06% 375 0 0.0% Q2 2026 Jul 23, 2026
Ring Mountain Capital, LLC History No change 6,744 557 0.23% 0.23% 376 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 6,738 556 0.0% 0.0% 377 0 0.0% Q2 2026 Jul 30, 2026
Haverford Trust Co History No change 6,666 550 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 12, 2026
Carmel Capital Partners, LLC History No change 6,609 546 0.18% 0.18% 379 0 0.0% Q2 2026 Jul 29, 2026
Bragg Financial Advisors, Inc History No change 6,582 543 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 6,512 538 0.1% 0.1% 381 0 0.0% Q2 2026 Aug 04, 2026
Aegis Wealth Management, Inc. History No change 6,501 537 0.35% 0.35% 382 0 0.0% Q2 2026 Jul 16, 2026
Triad Wealth Partners, LLC History No change 6,457 536 0.03% 0.03% 383 0 0.0% Q2 2026 Aug 10, 2026
Fragasso Financial Advisors Inc History No change 6,474 534 0.03% 0.03% 384 0 0.0% Q2 2026 Jul 09, 2026
COWA, LLC History No change 6,467 534 0.13% 0.13% 385 0 0.0% Q2 2026 Aug 05, 2026
REGIONS FINANCIAL CORP History No change 6,402 528 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 10, 2026
W ADVISORS, LLC History No change 6,342 523 0.24% 0.24% 387 0 0.0% Q2 2026 Jul 31, 2026
OLD NATIONAL BANCORP /IN/ History No change 6,294 520 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 15, 2026
Smith Salley Wealth Management History No change 6,300 520 0.02% 0.02% 389 0 0.0% Q2 2026 Jul 23, 2026
Walker Asset Management, LLC History No change 6,282 519 0.26% 0.26% 390 0 0.0% Q2 2026 Jul 10, 2026
Squire Investment Management Company, LLC History No change 6,240 515 0.12% 0.12% 391 0 0.0% Q2 2026 Jul 28, 2026
Vigil Wealth Management, LLC History No change 6,222 514 0.37% 0.37% 392 0 0.0% Q2 2026 Aug 05, 2026
Pasadena Private Wealth, LLC History No change 6,150 508 0.06% 0.06% 393 0 0.0% Q2 2026 Aug 10, 2026
Range Advisory, LLC History No change 6,116 505 0.06% 0.06% 394 0 0.0% Q2 2026 Sep 02, 2026
Freestone Capital Holdings, LLC History No change 6,065 501 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 31, 2026
Vanguard National Trust Co History No change 6,066 501 0.03% 0.03% 396 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 6,060 500 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 6,051 499 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 12, 2026
ELCO Management Co., LLC History No change 6,004 496 0.21% 0.21% 399 0 0.0% Q2 2026 Aug 10, 2026
Manhattan West Asset Management, LLC History No change 6,000 495 0.08% 0.08% 400 0 0.0% Q2 2026 Aug 11, 2026
CHOREO, LLC History No change 5,898 491 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 04, 2026
Burton Enright Welch History No change 5,891 486 0.06% 0.06% 402 0 0.0% Q2 2026 Jul 17, 2026
Evergreen Wealth Partners LLC History No change 5,878 485 0.29% 0.29% 403 0 0.0% Q2 2026 Aug 11, 2026
Regal Investment Advisors LLC History No change 5,866 484 0.03% 0.03% 404 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History No change 5,850 483 0.01% 0.01% 405 0 0.0% Q2 2026 Jul 09, 2026
StoneX Group Inc. History No change 5,826 481 0.02% 0.02% 406 0 0.0% Q2 2026 Aug 12, 2026
FLAGSTAR SECURITIES, INC History No change 5,816 480 0.14% 0.14% 407 0 0.0% Q2 2026 Jul 15, 2026
Orion Porfolio Solutions, LLC History No change 5,778 477 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 5,773 476 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,742 474 0.01% 0.01% 410 0 0.0% Q2 2026 Jul 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 5,708 472 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 5,700 470 0.09% 0.09% 412 0 0.0% Q2 2026 Jul 22, 2026
Net Worth Advisory Group History No change 5,688 469 0.12% 0.12% 413 0 0.0% Q2 2026 Jul 13, 2026
Atomic Invest LLC History No change 5,763 469 0.04% 0.04% 414 0 0.0% Q2 2026 Sep 25, 2026
Naviter Wealth, LLC History No change 5,655 467 0.04% 0.04% 415 0 0.0% Q2 2026 Aug 07, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 5,604 463 0.04% 0.04% 416 0 0.0% Q2 2026 Jul 07, 2026
626 Financial, LLC History No change 5,580 461 0.18% 0.18% 417 0 0.0% Q2 2026 Jul 27, 2026
Indivisible Partners History No change 5,589 461 0.03% 0.03% 418 0 0.0% Q2 2026 Aug 04, 2026
GW HENSSLER & ASSOCIATES LTD History No change 5,571 460 0.02% 0.02% 419 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 5,498 454 0.01% 0.01% 420 0 0.0% Q2 2026 Jul 29, 2026
Quotient Wealth Partners, LLC History No change 5,488 453 0.01% 0.01% 421 0 0.0% Q2 2026 Aug 03, 2026
Geneos Wealth Management Inc. History No change 5,472 452 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 06, 2026
Oxford Wealth Group, LLC History No change 5,355 442 0.2% 0.2% 423 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 5,360 442 0.18% 0.18% 424 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5,346 441 0.02% 0.02% 425 0 0.0% Q2 2026 Jul 28, 2026
Legacy Edge Advisors, LLC History No change 5,336 440 0.04% 0.04% 426 0 0.0% Q2 2026 Aug 11, 2026
SWEENEY & MICHEL, LLC History No change 5,146 439 0.12% 0.12% 427 0 0.0% Q2 2026 Aug 10, 2026
Lloyd Advisory Services, LLC. History No change 5,290 437 0.17% 0.17% 428 0 0.0% Q2 2026 Aug 07, 2026
Delta Investment Management, LLC History No change 5,264 434 0.07% 0.07% 429 0 0.0% Q2 2026 Aug 13, 2026
SMI Advisory Services, LLC History No change 5,307 432 0.07% 0.07% 430 0 0.0% Q2 2026 Jul 09, 2026
Vigilare Wealth Management History No change 5,236 432 0.13% 0.13% 431 0 0.0% Q2 2026 Jul 06, 2026
INSIGHT 2811, INC. History No change 5,189 428 0.17% 0.17% 432 0 0.0% Q2 2026 Aug 11, 2026
Vident Advisory, LLC History No change 5,189 428 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 12, 2026
waypoint wealth counsel History No change 5,178 427 0.27% 0.27% 434 0 0.0% Q2 2026 Aug 04, 2026
Dakota Wealth Management History No change 5,112 422 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 07, 2026
Apeiron RIA LLC History No change 5,067 418 0.11% 0.11% 436 0 0.0% Q2 2026 Jul 16, 2026
Carnegie Investment Counsel History No change 5,041 416 0.01% 0.01% 437 0 0.0% Q2 2026 Jul 30, 2026
Cape Investment Advisory, Inc. History No change 5,033 415 0.11% 0.11% 438 0 0.0% Q2 2026 Jul 23, 2026
Ashton Thomas Private Wealth, LLC History No change 4,979 411 0.01% 0.01% 439 0 0.0% Q2 2026 Jul 29, 2026
Silicon Valley Capital Partners History No change 4,897 404 0.03% 0.03% 440 0 0.0% Q2 2026 Sep 21, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 4,868 402 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 14, 2026
Valued Retirements, Inc. History No change 4,870 402 0.36% 0.36% 442 0 0.0% Q2 2026 Aug 13, 2026
Focus Financial Network, Inc. History No change 4,859 401 0.01% 0.01% 443 0 0.0% Q2 2026 Jul 09, 2026
RFG Advisory, LLC History No change 4,829 398 0.01% 0.01% 444 0 0.0% Q2 2026 Jul 15, 2026
PRINCIPAL SECURITIES, INC. History No change 4,799 396 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 04, 2026
HSBC HOLDINGS PLC History No change 4,800 396 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 14, 2026
Cloud Capital Management, LLC History No change 1,738 396 0.14% 0.14% 447 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History No change 4,788 395 0.01% 0.01% 448 0 0.0% Q2 2026 Jul 28, 2026
Calamos Advisors LLC History No change 4,788 395 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 31, 2026
Roundview Capital LLC History No change 4,770 394 0.02% 0.02% 450 0 0.0% Q2 2026 Jul 30, 2026
Terra Nova Asset Management LLC History No change 4,740 391 0.24% 0.24% 451 0 0.0% Q2 2026 Aug 04, 2026
New Perspectives, Inc History No change 4,734 391 0.12% 0.12% 452 0 0.0% Q2 2026 Jul 22, 2026
Sepio Capital, LP History No change 4,654 384 0.02% 0.02% 453 0 0.0% Q2 2026 Jul 28, 2026
Kohmann Bosshard Financial Services, LLC History No change 4,624 382 0.03% 0.03% 454 0 0.0% Q2 2026 Jul 14, 2026
Roberts Wealth Advisors, LLC History No change 4,626 382 0.09% 0.09% 455 0 0.0% Q2 2026 Jul 29, 2026
Clean Yield Group History No change 4,609 380 0.09% 0.09% 456 0 0.0% Q2 2026 Aug 05, 2026
Reynders McVeigh Capital Management, LLC History No change 4,536 375 0.02% 0.02% 457 0 0.0% Q2 2026 Sep 15, 2026
BOKF, NA History No change 4,482 370 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 10, 2026
COOPER/HAIMS ADVISORS, LLC History No change 4,486 370 0.16% 0.16% 459 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 4,458 368 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 10, 2026
WealthBridge Capital Management, LLC History No change 4,447 367 0.07% 0.07% 461 0 0.0% Q2 2026 Jul 24, 2026
Bison Wealth, LLC History No change 4,451 366 0.03% 0.03% 462 0 0.0% Q2 2026 Jul 07, 2026
Revisor Wealth Management LLC History No change 4,430 366 0.09% 0.09% 463 0 0.0% Q2 2026 Jul 21, 2026
Ausdal Financial Partners, Inc. History No change 4,405 363 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 14, 2026
Florida Trust Wealth Management Co History No change 4,350 359 0.01% 0.01% 465 0 0.0% Q2 2026 Jul 27, 2026
Chancellor Financial Group WB LP History No change 4,350 359 0.22% 0.22% 466 0 0.0% Q2 2026 Aug 10, 2026
New England Private Wealth Advisors LLC History No change 4,480 357 0.03% 0.03% 467 0 0.0% Q2 2026 Aug 04, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 4,311 356 0.05% 0.05% 468 0 0.0% Q2 2026 Jul 20, 2026
Evelyn Partners Group Ltd History No change 4,320 356 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 07, 2026
Clear Harbor Asset Management, LLC History No change 4,279 353 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 12, 2026
ForthRight Wealth Management, LLC History No change 4,272 352 0.09% 0.09% 471 0 0.0% Q2 2026 Aug 07, 2026
Pacific Center for Financial Services History No change 4,248 350 0.08% 0.08% 472 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Retirement, LLC History No change 4,224 348 0.02% 0.02% 473 0 0.0% Q2 2026 Aug 12, 2026
Beacon Capital Management, LLC History No change 4,188 346 0.05% 0.05% 474 0 0.0% Q2 2026 Jul 29, 2026
WBH ADVISORY INC History No change 4,182 345 0.02% 0.02% 475 0 0.0% Q2 2026 Aug 05, 2026
BRIGHTON JONES LLC History No change 4,152 343 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 11, 2026
Eddie Patel Inc History No change 4,162 343 0.2% 0.2% 477 0 0.0% Q2 2026 Aug 11, 2026
McAdam, LLC History No change 4,129 341 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 04, 2026
Performance Wealth Partners, LLC History No change 4,116 340 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 07, 2026
Five Pine Wealth Management History No change 4,121 340 0.19% 0.19% 480 0 0.0% Q2 2026 Aug 13, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 4,110 339 0.04% 0.04% 481 0 0.0% Q2 2026 Jul 23, 2026
BCM ADVISORS, LLC History No change 4,254 339 0.07% 0.07% 482 0 0.0% Q2 2026 Jul 28, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 4,104 339 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 14, 2026
AdvisorNet Financial, Inc History No change 4,059 335 0.02% 0.02% 484 0 0.0% Q2 2026 Jul 23, 2026
WILLNER & HELLER, LLC History No change 4,056 335 0.21% 0.21% 485 0 0.0% Q2 2026 Jul 07, 2026
Richwood Investment Advisors, LLC History No change 4,044 334 0.23% 0.23% 486 0 0.0% Q2 2026 Jul 29, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 4,032 333 0.04% 0.04% 487 0 0.0% Q2 2026 Aug 05, 2026
First Heartland Consultants, Inc. History No change 4,027 332 0.02% 0.02% 488 0 0.0% Q2 2026 Jul 08, 2026
Pacific Asset Management, LLC History No change 4,010 331 0.16% 0.16% 489 0 0.0% Q2 2026 Jul 27, 2026
Members Trust Co History No change 3,966 327 0.01% 0.01% 490 0 0.0% Q2 2026 Jul 31, 2026
Capital Analysts, LLC History No change 3,928 324 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History No change 4,030 323 0.01% 0.01% 492 0 0.0% Q2 2026 Jul 29, 2026
SevenBridge Financial Group, LLC History No change 3,774 322 0.05% 0.05% 493 0 0.0% Q2 2026 Aug 12, 2026
Foundation Wealth Management, LLC\PA History No change 3,905 322 0.1% 0.1% 494 0 0.0% Q2 2026 Jul 21, 2026
Maridea Wealth Management LLC History No change 3,906 322 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 3,896 321 0.02% 0.02% 496 0 0.0% Q2 2026 Aug 11, 2026
SP Asset Management LLC History No change 3,894 321 0.03% 0.03% 497 0 0.0% Q2 2026 Aug 04, 2026
SteelPeak Wealth, LLC History No change 3,864 319 0.01% 0.01% 498 0 0.0% Q2 2026 Jul 13, 2026
CHANNEL WEALTH LLC History No change 3,862 319 0.07% 0.07% 499 0 0.0% Q2 2026 Aug 04, 2026
TLWM History No change 3,841 317 0.05% 0.05% 500 0 0.0% Q2 2026 Jul 07, 2026
Koshinski Asset Management, Inc. History No change 3,820 315 0.02% 0.02% 501 0 0.0% Q2 2026 Jul 27, 2026
Quent Capital, LLC History No change 3,822 315 0.02% 0.02% 502 0 0.0% Q2 2026 Aug 07, 2026
WORLD EQUITY GROUP, INC. History No change 3,803 314 0.07% 0.07% 503 0 0.0% Q2 2026 Jul 09, 2026
TUDOR INVESTMENT CORP ET AL History No change 3,793 313 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 14, 2026
Clarity Wealth Advisors, LLC History No change 3,798 313 0.06% 0.06% 505 0 0.0% Q2 2026 Jul 24, 2026
Midwest Trust Co History No change 3,786 312 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History No change 3,750 309 0.02% 0.02% 507 0 0.0% Q2 2026 Jul 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,737 308 0.02% 0.02% 508 0 0.0% Q2 2026 Aug 04, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,724 307 0.01% 0.01% 509 0 0.0% Q2 2026 Jul 14, 2026
Financial Alternatives, Inc History No change 3,720 307 0.15% 0.15% 510 0 0.0% Q2 2026 Aug 10, 2026
Old Port Advisors History No change 3,714 306 0.06% 0.06% 511 0 0.0% Q2 2026 Jul 21, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 3,703 305 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 18, 2026
Capital Management Associates, Inc History No change 3,699 305 0.06% 0.06% 513 0 0.0% Q2 2026 Jul 22, 2026
Accretive Wealth Partners, LLC History No change 3,673 303 0.07% 0.07% 514 0 0.0% Q2 2026 Jul 29, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 3,676 303 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 14, 2026
Beaumont Financial Advisors, LLC History No change 3,666 302 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 04, 2026
WEDBUSH SECURITIES INC History No change 3,647 301 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 28, 2026
Morton Capital Management LLC/CA History No change 3,648 301 0.04% 0.04% 518 0 0.0% Q2 2026 Jul 23, 2026
Crestwood Advisors Group, LLC History No change 3,631 300 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 03, 2026
Kovack Advisors, Inc. History No change 3,646 300 0.01% 0.01% 520 0 0.0% Q2 2026 Jul 28, 2026
Hurlow Wealth Management Group, Inc. History No change 3,636 300 0.06% 0.06% 521 0 0.0% Q2 2026 Aug 05, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 3,607 298 0.11% 0.11% 522 0 0.0% Q2 2026 Jul 14, 2026
Strategic Blueprint, LLC History No change 3,604 297 0.01% 0.01% 523 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 3,572 295 0.06% 0.06% 524 0 0.0% Q2 2026 Aug 07, 2026
Csenge Advisory Group History No change 3,569 294 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 10, 2026
NWAM LLC History No change 3,522 291 0.01% 0.01% 526 0 0.0% Q2 2026 Jul 23, 2026
Bernardo Wealth Planning LLC History No change 3,527 291 0.05% 0.05% 527 0 0.0% Q2 2026 Jul 27, 2026
Retirement Solution LLC History No change 3,522 290 0.06% 0.06% 528 0 0.0% Q2 2026 Aug 11, 2026
Confluence Wealth Services, Inc. History No change 3,500 289 0.01% 0.01% 529 0 0.0% Q2 2026 Jul 22, 2026
LifeGoal Investments, LLC History No change 3,487 288 0.13% 0.13% 530 0 0.0% Q2 2026 Jul 08, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 3,481 287 0.02% 0.02% 531 0 0.0% Q2 2026 Jul 07, 2026
Crumly & Associates Inc. History No change 3,468 286 0.05% 0.05% 532 0 0.0% Q2 2026 Jul 08, 2026
SCOTIA CAPITAL INC. History No change 3,450 285 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 11, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 3,414 282 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 20, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 3,420 282 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 11, 2026
CALTON & ASSOCIATES, INC. History No change 3,402 281 0.04% 0.04% 536 0 0.0% Q2 2026 Aug 10, 2026
AMG National Trust Bank History No change 3,403 281 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 06, 2026
PACIFIC SUN FINANCIAL CORP History No change 3,390 280 0.12% 0.12% 538 0 0.0% Q2 2026 Aug 07, 2026
Sprinkle Financial Consultants LLC History No change 3,385 279 0.11% 0.11% 539 0 0.0% Q2 2026 Jul 08, 2026
Innovative Wealth Building LLC History No change 3,358 277 0.16% 0.16% 540 0 0.0% Q2 2026 Jul 23, 2026
Kellett Wealth Advisors, LLC History No change 3,338 275 0.13% 0.13% 541 0 0.0% Q2 2026 Jul 23, 2026
Spartan Wealth Advisory Services LLC History No change 3,331 275 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 05, 2026
NorthRock Partners, LLC History No change 3,328 274 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 3,306 273 0.0% 0.0% 544 0 0.0% Q2 2026 Jul 31, 2026
BESSEMER GROUP INC History No change 3,300 273 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 12, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,254 268 0.01% 0.01% 546 0 0.0% Q2 2026 Aug 06, 2026
TBH Global Asset Management, LLC History No change 3,186 263 0.05% 0.05% 547 0 0.0% Q2 2026 Aug 05, 2026
FSA Advisors, Inc. History No change 3,193 263 0.12% 0.12% 548 0 0.0% Q2 2026 Aug 17, 2026
Elevation Wealth Management LLC History No change 3,174 262 0.2% 0.2% 549 0 0.0% Q2 2026 Jul 29, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,169 261 0.03% 0.03% 550 0 0.0% Q2 2026 Jul 09, 2026
Ballentine Partners, LLC History No change 3,150 260 0.0% 0.0% 551 0 0.0% Q2 2026 Jul 17, 2026
Concord Wealth Partners History No change 3,133 258 0.03% 0.03% 552 0 0.0% Q2 2026 Jul 27, 2026
Apriem Advisors History No change 3,114 257 0.02% 0.02% 553 0 0.0% Q2 2026 Aug 14, 2026
Sage Mountain Advisors LLC History No change 3,090 255 0.02% 0.02% 554 0 0.0% Q2 2026 Aug 05, 2026
Agate Pass Investment Management, LLC History No change 3,069 253 0.09% 0.09% 555 0 0.0% Q2 2026 Jul 08, 2026
M&T BANK CORP History No change 3,054 252 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 04, 2026
CHAPIN DAVIS, INC. History No change 3,054 252 0.04% 0.04% 557 0 0.0% Q2 2026 Jul 07, 2026
Linscomb Wealth, Inc. History No change 3,048 251 0.01% 0.01% 558 0 0.0% Q2 2026 Jul 31, 2026
Occidental Asset Management, LLC History No change 3,031 250 0.02% 0.02% 559 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 3,024 249 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 11, 2026
Baker Ellis Asset Management LLC History No change 3,012 248 0.03% 0.03% 561 0 0.0% Q2 2026 Jul 23, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 3,011 248 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 10, 2026
BHK Investment Advisors, LLC History No change 3,000 247 0.07% 0.07% 563 0 0.0% Q2 2026 Jul 28, 2026
Signal Advisors Wealth, LLC History No change 2,998 247 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 04, 2026
MCF Advisors LLC History No change 2,962 244 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 12, 2026
Robinswood Financial LLC History No change 2,964 244 0.07% 0.07% 566 0 0.0% Q2 2026 Jul 14, 2026
Summit Financial Wealth Advisors, LLC History No change 2,952 243 0.03% 0.03% 567 0 0.0% Q2 2026 Jul 15, 2026
Great Point Wealth Advisors, LLC History No change 2,910 240 0.04% 0.04% 568 0 0.0% Q2 2026 Jul 23, 2026
Artesa Financial Group, LLC History No change 2,893 239 0.2% 0.2% 569 0 0.0% Q2 2026 Jul 27, 2026
Oak Grove Capital LLC History No change 2,891 238 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 13, 2026
Lauterbach Financial Advisors, LLC History No change 2,853 235 0.1% 0.1% 571 0 0.0% Q2 2026 Jul 27, 2026
Veracity Capital LLC History No change 2,842 234 0.06% 0.06% 572 0 0.0% Q2 2026 Jul 10, 2026
Coquina Private Wealth LLC History No change 2,842 234 0.16% 0.16% 573 0 0.0% Q2 2026 Jul 29, 2026
Valtinson Bruner Financial Planning LLC History No change 2,826 233 0.06% 0.06% 574 0 0.0% Q2 2026 Aug 03, 2026
Mullooly Asset Management, Inc. History No change 2,802 231 0.07% 0.07% 575 0 0.0% Q2 2026 Aug 05, 2026
Legacy Advisors, LLC History No change 2,784 230 0.02% 0.02% 576 0 0.0% Q2 2026 Jul 24, 2026
GHP Investment Advisors, Inc. History No change 2,783 229 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 17, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 2,780 229 0.2% 0.2% 578 0 0.0% Q2 2026 Jul 14, 2026
Truepoint, Inc. History No change 2,754 227 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 31, 2026
SOA Wealth Advisors, LLC. History No change 2,725 225 0.04% 0.04% 580 0 0.0% Q2 2026 Jul 21, 2026
Mullaney, Keating & Wright, Inc. History No change 2,714 224 0.11% 0.11% 581 0 0.0% Q2 2026 Jul 14, 2026
GeoWealth Management, LLC History No change 2,706 223 0.01% 0.01% 582 0 0.0% Q2 2026 Jul 30, 2026
Opulen Financial Group LLC History No change 2,690 222 0.14% 0.14% 583 0 0.0% Q2 2026 Jul 27, 2026
Coppell Advisory Solutions LLC History No change 917 221 0.02% 0.02% 584 0 0.0% Q2 2026 Aug 14, 2026
Carroll Advisory Group, LLC History No change 2,682 221 0.07% 0.07% 585 0 0.0% Q2 2026 Jul 23, 2026
Bridgewater Advisors Inc. History No change 2,640 219 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 05, 2026
Prosperity Consulting Group, LLC History No change 2,658 219 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 13, 2026
Chesapeake Wealth Management History No change 2,640 218 0.06% 0.06% 588 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 2,644 218 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 11, 2026
HOWARD BAILEY SECURITIES, LLC History No change 2,640 218 0.08% 0.08% 590 0 0.0% Q2 2026 Aug 10, 2026
Smith & Howard Wealth Management, LLC History No change 2,633 217 0.04% 0.04% 591 0 0.0% Q2 2026 Aug 03, 2026
Blue Line Capital, LLC / IL History No change 2,633 217 0.18% 0.18% 592 0 0.0% Q2 2026 Jul 30, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 2,625 216 0.01% 0.01% 593 0 0.0% Q2 2026 Aug 13, 2026
Marshall Financial Group, LLC History No change 2,613 215 0.03% 0.03% 594 0 0.0% Q2 2026 Jul 17, 2026
Westmount Partners, LLC History No change 2,612 215 0.05% 0.05% 595 0 0.0% Q2 2026 Jul 07, 2026
ZACKS INVESTMENT MANAGEMENT History No change 2,598 214 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 13, 2026
Keel Point, LLC History No change 2,592 214 0.01% 0.01% 597 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History No change 2,568 213 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 13, 2026
Icon Wealth Advisors, LLC History No change 2,580 213 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 05, 2026
Alternative Investment Advisors, LLC. History No change 2,580 213 0.08% 0.08% 600 0 0.0% Q2 2026 Aug 31, 2026
Pure Financial Advisors, LLC History No change 2,567 212 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 14, 2026
HANOVER ADVISORS INC History No change 2,563 211 0.08% 0.08% 602 0 0.0% Q2 2026 Aug 12, 2026
Valeo Financial Advisors, LLC History No change 2,555 211 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 08, 2026
Goldstone Financial Group, LLC History No change 2,509 207 0.02% 0.02% 604 0 0.0% Q2 2026 Aug 11, 2026
ENZI WEALTH History No change 2,492 206 0.07% 0.07% 605 0 0.0% Q2 2026 Jul 15, 2026
Cordoba Advisory Partners LLC History No change 2,494 206 0.04% 0.04% 606 0 0.0% Q2 2026 Jul 21, 2026
Tilson Financial Group, Inc. History No change 2,484 205 0.06% 0.06% 607 0 0.0% Q2 2026 Jul 27, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 2,477 204 0.12% 0.12% 608 0 0.0% Q2 2026 Jul 29, 2026
Clearwave Capital, LLC History No change 2,466 203 0.11% 0.11% 609 0 0.0% Q2 2026 Jul 17, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2,398 198 0.02% 0.02% 610 0 0.0% Q2 2026 Jul 27, 2026
Allied Private Wealth LLC History No change 2,419 198 0.13% 0.13% 611 0 0.0% Q2 2026 Jul 09, 2026
HOERTKORN RICHARD CHARLES History No change 2,376 196 0.13% 0.13% 612 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 2,353 194 0.01% 0.01% 613 0 0.0% Q2 2026 Jul 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,342 192 0.01% 0.01% 614 0 0.0% Q2 2026 Jul 22, 2026
FAS Wealth Partners, Inc. History No change 2,292 189 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 29, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 2,298 189 0.35% 0.35% 616 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 2,224 183 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 23, 2026
AlphaCore Capital LLC History No change 2,211 182 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 06, 2026
HM PAYSON & CO History No change 2,202 181 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 17, 2026
Tripletail Wealth Management, LLC History No change 2,220 180 0.21% 0.21% 620 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 2,136 176 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 2,038 168 0.02% 0.02% 622 0 0.0% Q2 2026 Jul 20, 2026
Salomon & Ludwin, LLC History No change 1,938 159 0.01% 0.01% 623 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 1,939 159 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,924 158 0.02% 0.02% 625 0 0.0% Q2 2026 Aug 13, 2026
Fairway Wealth LLC History No change 1,901 157 0.04% 0.04% 626 0 0.0% Q2 2026 Jul 24, 2026
Crewe Advisors LLC History No change 1,715 141 0.01% 0.01% 627 0 0.0% Q2 2026 Jul 23, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1,702 140 0.09% 0.09% 628 0 0.0% Q2 2026 Aug 05, 2026
Align Financial, LLC History No change 1,698 140 0.07% 0.07% 629 0 0.0% Q2 2026 Jul 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,674 138 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,637 135 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 1,626 134 0.03% 0.03% 632 0 0.0% Q2 2026 Aug 11, 2026
Princeton Global Asset Management LLC History No change 1,578 130 0.02% 0.02% 633 0 0.0% Q2 2026 Jul 16, 2026
Abound Wealth Management History No change 1,564 129 0.03% 0.03% 634 0 0.0% Q2 2026 Jul 10, 2026
Silver Grove Financial Group, Inc. History No change 1,531 126 0.07% 0.07% 635 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 1,494 123 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 07, 2026
VSM Wealth Advisory, LLC History No change 1,440 118 0.03% 0.03% 637 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Planning Group LLC History No change 1,440 117 0.01% 0.01% 638 0 0.0% Q2 2026 Jul 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,368 113 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 1,375 112 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,332 110 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 08, 2026
IFG Advisory, LLC History No change 1,302 107 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 1,241 102 0.01% 0.01% 643 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 1,188 98 0.0% 0.0% 644 0 0.0% Q2 2026 Jul 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,166 96 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 13, 2026
UNION SAVINGS BANK History No change 1,140 94 0.04% 0.04% 646 0 0.0% Q2 2026 Jul 23, 2026
Hilltop National Bank History No change 1,146 94 0.02% 0.02% 647 0 0.0% Q2 2026 Jul 01, 2026
Capital Investment Advisory Services, LLC History No change 1,102 91 0.01% 0.01% 648 0 0.0% Q2 2026 Jul 23, 2026
Qube Research & Technologies Ltd History No change 986 81 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 14, 2026
JDM Financial Group LLC History No change 912 75 0.03% 0.03% 650 0 0.0% Q2 2026 Aug 17, 2026
Anchor Investment Management, LLC History No change 897 74 0.01% 0.01% 651 0 0.0% Q2 2026 Sep 15, 2026
Burk Holdings LLC History No change 905 74 0.03% 0.03% 652 0 0.0% Q2 2026 Aug 12, 2026
Plante Moran Financial Advisors, LLC History No change 888 73 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 816 67 0.02% 0.02% 654 0 0.0% Q2 2026 Jul 07, 2026
HighMark Wealth Management LLC History No change 802 66 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 12, 2026
Cherry Tree Wealth Management, LLC History No change 756 62 0.01% 0.01% 656 0 0.0% Q2 2026 Sep 15, 2026
VESTOR CAPITAL, LLC History No change 165 60 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 28, 2026
BARRETT & COMPANY, INC. History No change 718 59 0.02% 0.02% 658 0 0.0% Q2 2026 Jul 24, 2026
1 NORTH WEALTH SERVICES LLC History No change 726 59 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 03, 2026
Roble, Belko & Company, Inc History No change 674 56 0.01% 0.01% 660 0 0.0% Q2 2026 Jul 24, 2026
HHM Wealth Advisors, LLC History No change 642 53 0.01% 0.01% 661 0 0.0% Q2 2026 Jul 13, 2026
Tidemark, LLC History No change 643 53 0.01% 0.01% 662 0 0.0% Q2 2026 Aug 10, 2026
Banque Transatlantique SA History No change 642 53 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 30, 2026
Hartford Financial Management Inc. History No change 636 52 0.01% 0.01% 664 0 0.0% Q2 2026 Jul 23, 2026
Arlington Trust Co LLC History No change 612 50 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 07, 2026
Strategic Wealth Partners, Ltd. History No change 600 49 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 599 49 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 22, 2026
Provenance Wealth Advisors, LLC History No change 600 49 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 24, 2026
Birchwood Financial Partners, Inc. History No change 583 48 0.04% 0.04% 669 0 0.0% Q2 2026 Aug 06, 2026
LOWE BROCKENBROUGH & CO INC History No change 540 44 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 540 44 0.03% 0.03% 671 0 0.0% Q2 2026 Jul 21, 2026
Harbor Asset Planning, Inc. History No change 525 43 0.03% 0.03% 672 0 0.0% Q2 2026 Jul 22, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 510 42 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 21, 2026
Moisand Fitzgerald Tamayo, LLC History No change 516 42 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 504 41 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 20, 2026
New England Capital Financial Advisors LLC History No change 500 41 0.01% 0.01% 676 0 0.0% Q2 2026 Jul 27, 2026
Bear Mountain Capital, Inc. History No change 504 41 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 20, 2026
Asset Dedication, LLC History No change 492 40 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 30, 2026
SouthState Bank Corp History No change 447 36 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 438 36 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 14, 2026
COUNTRY TRUST BANK History No change 414 34 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 15, 2026
Transamerica Financial Advisors, LLC History No change 408 33 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 14, 2026
Orion Capital Management LLC History No change 406 33 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 17, 2026
Financial Perspectives, Inc History No change 388 32 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 24, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 384 31 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 27, 2026
Strive Financial Group ,LLC History No change 369 30 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Advisors History No change 360 29 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 11, 2026
LOM Asset Management Ltd History No change 360 29 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 04, 2026
Caitlin John, LLC History No change 342 28 0.02% 0.02% 689 0 0.0% Q2 2026 Aug 17, 2026
Signature Resources Capital Management, LLC History No change 330 27 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 13, 2026
Brooklyn FI, LLC History No change 324 26 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 04, 2026
West Branch Capital LLC History No change 307 25 0.01% 0.01% 692 0 0.0% Q2 2026 Jul 10, 2026
Golden State Wealth Management, LLC History No change 306 25 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 22, 2026
Wilmington Savings Fund Society, FSB History No change 300 24 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 28, 2026
TSFG, LLC History No change 294 24 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 23, 2026
CX Institutional History Added to 247 21 0.0% 0.0% 697 +1 0.41% Q3 2026 Oct 02, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 258 21 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 21, 2026
Synergy Investment Management, LLC History No change 260 21 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, Inc. History No change 246 20 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 237 19 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 06, 2026
DUNCKER STREETT & CO INC History No change 240 19 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 28, 2026
Beaird Harris Wealth Management, LLC History No change 222 18 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 08, 2026
Rakuten Securities, Inc. History No change 225 18 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 11, 2026
Quaker Wealth Management, LLC History No change 216 17 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 24, 2026
TOTH FINANCIAL ADVISORY CORP History No change 198 16 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 14, 2026
Grove Bank & Trust History No change 200 16 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 07, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 189 15 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 181 14 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 21, 2026
Corsicana & Co. History No change 180 14 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 24, 2026
Key Capital Management, INC History No change 180 14 0.01% 0.01% 710 0 0.0% Q2 2026 Jul 27, 2026
North Star Investment Management Corp. History No change 163 13 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 28, 2026
Strategic Investment Solutions, Inc. /IL History No change 163 13 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 08, 2026
ATWOOD & PALMER INC History No change 150 12 0.0% 0.0% 713 0 0.0% Q2 2026 Jul 08, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 145 12 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 04, 2026
Kingdom Financial Group LLC. History No change 150 12 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 07, 2026
JPL Wealth Management, LLC History No change 150 12 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 13, 2026
PFS Partners, LLC History No change 144 11 0.0% 0.0% 717 0 0.0% Q2 2026 Jul 20, 2026
ST GERMAIN D J CO INC History No change 126 10 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 21, 2026
Steigerwald, Gordon & Koch Inc. History No change 118 9 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 22, 2026
IAG Wealth Partners, LLC History No change 120 9 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 06, 2026
REXFORD CAPITAL INC History No change 120 9 0.01% 0.01% 721 0 0.0% Q2 2026 Jul 29, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 120 9 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 12, 2026
Glass Jacobson Investment Advisors llc History No change 108 8 0.0% 0.0% 723 0 0.0% Q2 2026 Jul 30, 2026
RHL GROUP, LLC History No change 97 8 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 03, 2026
MassMutual Private Wealth & Trust, FSB History No change 90 7 0.0% 0.0% 725 0 0.0% Q2 2026 Jul 02, 2026
Cranbrook Wealth Management, LLC History No change 90 7 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 06, 2026
Avion Wealth History No change 96 7 0.0% 0.0% 727 0 0.0% Q2 2026 Jul 31, 2026
Essential Investment Partners LLC History No change 96 7 0.01% 0.01% 728 0 0.0% Q2 2026 Jul 15, 2026
Versant Capital Management, Inc History Added to 77 6 0.0% 0.0% 730 +4 5.48% Q3 2026 Oct 01, 2026
TRUST CO OF VERMONT History No change 78 6 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 07, 2026
Olistico Wealth, LLC History No change 84 6 0.0% 0.0% 731 0 0.0% Q2 2026 Jul 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 66 5 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 21, 2026
Nvest Wealth Strategies, Inc. History No change 66 5 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 10, 2026
Go Invest LLC History No change 61 5 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 05, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 54 4 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 05, 2026
JNBA Financial Advisors History No change 48 3 0.0% 0.0% 736 0 0.0% Q2 2026 Jul 23, 2026
Morse Asset Management, Inc History No change 48 3 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History No change 42 3 0.0% 0.0% 738 0 0.0% Q2 2026 Jul 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 28 2 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 13, 2026
Financial Management Professionals, Inc. History No change 30 2 0.0% 0.0% 740 0 0.0% Q2 2026 Jul 09, 2026
Providence Capital Advisors, LLC History No change 26 2 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 11, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 36 2 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 04, 2026
Key FInancial Inc History No change 30 2 0.0% 0.0% 743 0 0.0% Q2 2026 Jul 24, 2026
Elevated Capital Advisors, LLC History No change 30 2 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 03, 2026
Center for Financial Planning, Inc. History No change 36 2 0.0% 0.0% 745 0 0.0% Q2 2026 Jul 21, 2026
Millstone Evans Group, LLC History No change 36 2 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 11, 2026
Bullock Wealth Management Group History No change 36 2 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 19, 2026
Aventura Private Wealth, LLC History No change 30 2 0.0% 0.0% 748 0 0.0% Q2 2026 Jul 15, 2026
Downshift Financial, LLC History No change 30 2 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 12, 2026
Tradewinds Capital Management, LLC History No change 18 1 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 23, 2026
DHJJ Financial Advisors, Ltd. History No change 18 1 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 24, 2026
Federation des caisses Desjardins du Quebec History No change 24 1 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 14 1 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 03, 2026
Glassman Wealth Services History No change 6 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 6 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Coston, McIsaac & Partners History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Management Group, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Pillar Financial Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 24, 2026