VANGUARD WORLD FUND - VOX

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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Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 2,443,141 449,415 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 2,096,665 385,681 4.83% 4.83% 2 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,422,902 263,066 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 989,123 181,949 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 777,340 142,991 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 742,288 136,543 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 716,133 131,746 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 470,925 86,626 0.02% 0.02% 8 0 0.0% Q2 2026 Sep 23, 2026
Beacon Capital Management, Inc. History No change 464,202 85,390 5.17% 5.17% 9 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 410,936 75,591 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 365,421 67,219 0.12% 0.12% 11 0 0.0% Q2 2026 Jul 30, 2026
RAYMOND JAMES FINANCIAL INC History No change 346,099 63,664 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
Empower Advisory Group, LLC History No change 254,010 46,725 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 12, 2026
KCM INVESTMENT ADVISORS LLC History No change 252,428 46,434 1.38% 1.38% 14 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 192,879 36,760 2.21% 2.14% 15 +1,664 0.87% Q3 2026 Oct 09, 2026
Lido Advisors, LLC History No change 188,381 34,653 0.09% 0.09% 16 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 177,268 32,611 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 171,378 31,525 0.64% 0.64% 18 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 142,761 26,261 0.05% 0.05% 19 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 131,149 24,124 0.03% 0.03% 20 0 0.0% Q2 2026 Jul 28, 2026
Cetera Investment Advisers History No change 122,772 22,583 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 118,669 21,829 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 113,728 21,471 4.51% 4.51% 23 0 0.0% Q2 2026 Jul 15, 2026
ROYAL BANK OF CANADA History No change 110,217 20,274 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 108,607 19,978 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 105,020 19,318 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 19, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 100,004 18,395 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
Morningstar Investment Management LLC History No change 94,391 16,975 1.05% 1.05% 28 0 0.0% Q2 2026 Jul 21, 2026
M&T BANK CORP History No change 88,929 16,358 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 04, 2026
AGF MANAGEMENT LTD History No change 88,438 16,268 0.06% 0.06% 30 0 0.0% Q2 2026 Aug 10, 2026
PARK NATIONAL CORP /OH/ History Added to 80,262 15,297 0.41% 0.4% 31 +2,055 2.63% Q3 2026 Oct 05, 2026
Conservest Capital Advisors, Inc. History No change 75,602 13,907 1.11% 1.11% 32 0 0.0% Q2 2026 Jul 22, 2026
Baird Financial Group, Inc. History No change 74,710 13,742 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 73,375 13,497 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 27, 2026
HighTower Advisors, LLC History No change 73,041 13,435 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 66,857 12,298 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 59,333 10,926 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
Mason & Associates Inc History No change 58,465 10,754 1.74% 1.74% 38 0 0.0% Q2 2026 Jul 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 54,637 10,050 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 52,300 9,967 0.26% 0.25% 40 -1,239 -2.31% Q3 2026 Oct 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 50,614 9,310 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 47,611 8,758 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 47,319 8,704 0.16% 0.16% 43 0 0.0% Q2 2026 Aug 06, 2026
Asset One Wealth Management LLC History No change 42,609 8,296 0.88% 0.88% 44 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 42,575 7,831 0.05% 0.05% 45 0 0.0% Q2 2026 Jul 20, 2026
JONES FINANCIAL COMPANIES LLLP History No change 41,985 7,616 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 37,938 6,978 0.76% 0.76% 47 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 37,234 6,849 3.84% 3.84% 48 0 0.0% Q2 2026 Jul 23, 2026
Gibraltar Capital Management, Inc. History No change 37,098 6,824 1.05% 1.05% 49 0 0.0% Q2 2026 Jul 20, 2026
Quaker Wealth Management, LLC History No change 35,784 6,582 1.92% 1.92% 50 0 0.0% Q2 2026 Jul 24, 2026
FIFTH THIRD BANCORP History No change 33,258 6,117 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 05, 2026
Federation des caisses Desjardins du Quebec History No change 32,719 6,018 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 32,655 6,006 0.08% 0.08% 53 0 0.0% Q2 2026 Aug 12, 2026
WBH ADVISORY INC History No change 31,097 5,720 0.38% 0.38% 54 0 0.0% Q2 2026 Aug 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 30,424 5,596 0.06% 0.06% 55 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 27,644 5,085 0.05% 0.05% 56 0 0.0% Q2 2026 Jul 28, 2026
Sharper & Granite LLC History No change 26,769 4,924 1.53% 1.53% 57 0 0.0% Q2 2026 Jul 16, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 26,696 4,910 0.98% 0.98% 58 0 0.0% Q2 2026 Jul 22, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 25,983 4,779 1.19% 1.19% 59 0 0.0% Q2 2026 Jul 24, 2026
VISTA INVESTMENT MANAGEMENT History No change 25,587 4,706 1.41% 1.41% 60 0 0.0% Q2 2026 Aug 12, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 25,735 4,627 0.87% 0.87% 61 0 0.0% Q2 2026 Jul 27, 2026
Cambridge Investment Research Advisors, Inc. History No change 25,028 4,604 0.01% 0.01% 62 0 0.0% Q2 2026 Jul 27, 2026
FIRST FINANCIAL CORP /IN/ History No change 24,462 4,499 1.56% 1.56% 63 0 0.0% Q2 2026 Jul 07, 2026
CITADEL ADVISORS LLC History No change 24,251 4,460 0.0% 0.0% 64 0 0.0% Q2 2026 Sep 02, 2026
Kestra Advisory Services, LLC History No change 24,092 4,431 0.01% 0.01% 65 0 0.0% Q2 2026 Jul 28, 2026
PINNACLE ASSOCIATES LTD History No change 23,280 4,282 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 03, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 22,917 4,215 1.13% 1.13% 67 0 0.0% Q2 2026 Jul 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 22,613 4,159 0.01% 0.01% 68 0 0.0% Q2 2026 Jul 29, 2026
Trinity Legacy Partners, LLC History No change 20,646 3,961 0.79% 0.79% 69 0 0.0% Q2 2026 Jul 24, 2026
Narus Financial Partners, LLC History No change 21,329 3,923 1.01% 1.01% 70 0 0.0% Q2 2026 Jul 31, 2026
Altura Wealth Advisors Inc. History No change 20,570 3,783 1.28% 1.28% 71 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 20,163 3,708 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 10, 2026
Praetorian Wealth Management, Inc. History No change 19,944 3,668 0.63% 0.63% 73 0 0.0% Q2 2026 Jul 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 19,802 3,642 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 18,891 3,474 0.26% 0.26% 75 0 0.0% Q2 2026 Sep 15, 2026
Advisors Capital Management, LLC History No change 18,556 3,413 0.04% 0.04% 76 0 0.0% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History No change 18,260 3,358 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Joule Financial, LLC History No change 17,987 3,308 0.9% 0.9% 78 0 0.0% Q2 2026 Jul 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 17,929 3,297 0.05% 0.05% 79 0 0.0% Q2 2026 Aug 10, 2026
Tranquilli Financial Advisor LLC History No change 17,830 3,279 1.76% 1.76% 80 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 17,386 3,198 0.02% 0.02% 81 0 0.0% Q2 2026 Jul 24, 2026
Campion Asset Management History No change 16,735 3,078 1.88% 1.88% 82 0 0.0% Q2 2026 Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 16,676 3,067 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 16,627 3,058 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 16,506 3,036 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 13, 2026
Richmond Brothers, Inc. History No change 16,315 3,001 1.56% 1.56% 86 0 0.0% Q2 2026 Aug 11, 2026
HANCOCK WHITNEY CORP History No change 15,907 2,926 0.05% 0.05% 87 0 0.0% Q2 2026 Aug 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 15,807 2,907 0.14% 0.14% 88 0 0.0% Q2 2026 Jul 20, 2026
Elm Partners Management LLC History No change 15,034 2,765 0.08% 0.08% 89 0 0.0% Q2 2026 Oct 07, 2026
Prostatis Group LLC History No change 14,600 2,685 0.63% 0.63% 90 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 14,524 2,672 0.11% 0.11% 91 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 14,320 2,634 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
Bank of Marin History No change 13,934 2,563 1.79% 1.79% 93 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 13,871 2,551 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 13,774 2,533 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Belvedere Trading LLC History No change 13,703 2,520 0.0% 0.0% 96 0 0.0% Q2 2026 Jul 31, 2026
Crews Bank & Trust History No change 13,657 2,512 0.33% 0.33% 97 0 0.0% Q2 2026 Jul 16, 2026
TRUST CO OF OKLAHOMA History No change 13,591 2,500 0.64% 0.64% 98 0 0.0% Q2 2026 Jul 14, 2026
Mariner, LLC History No change 13,573 2,496 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
Royal Fund Management, LLC History No change 13,548 2,492 0.21% 0.21% 100 0 0.0% Q2 2026 Jul 20, 2026
Dorsey & Whitney Trust CO LLC History No change 13,524 2,487 0.12% 0.12% 101 0 0.0% Q2 2026 Aug 14, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 13,381 2,461 0.55% 0.55% 102 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 13,182 2,424 0.02% 0.02% 103 0 0.0% Q2 2026 Sep 08, 2026
Focus Partners Wealth History No change 13,140 2,417 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 12,883 2,369 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 11, 2026
First Bancorp, Inc /ME/ History No change 12,056 2,217 0.87% 0.87% 106 0 0.0% Q2 2026 Aug 11, 2026
Pathstone Holdings, LLC History No change 12,001 2,207 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 11,899 2,188 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 12, 2026
MontVue Capital Management, Inc. History No change 11,555 2,125 1.22% 1.22% 109 0 0.0% Q2 2026 Jul 27, 2026
Junk Investment Group, LLC History No change 11,511 2,117 0.94% 0.94% 110 0 0.0% Q2 2026 Jul 29, 2026
PRINCIPAL SECURITIES, INC. History No change 11,494 2,114 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 11,154 2,052 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 11,125 2,046 0.16% 0.16% 113 0 0.0% Q2 2026 Jul 16, 2026
StoneX Group Inc. History No change 10,670 1,962 0.08% 0.08% 114 0 0.0% Q2 2026 Aug 12, 2026
J. M. Brown & Associates Inc. History No change 10,296 1,893 1.08% 1.08% 115 0 0.0% Q2 2026 Jul 23, 2026
HB Wealth Management, LLC History No change 10,277 1,890 0.01% 0.01% 116 0 0.0% Q2 2026 Jul 29, 2026
Creative Planning History No change 10,250 1,885 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
SPINNAKER TRUST History No change 10,212 1,878 0.09% 0.09% 118 0 0.0% Q2 2026 Aug 03, 2026
Madden Advisory Services, Inc. History No change 9,942 1,828 0.66% 0.66% 119 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial, LLC History No change 9,942 1,828 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 12, 2026
Hennion & Walsh Asset Management, Inc. History No change 9,940 1,828 0.05% 0.05% 121 0 0.0% Q2 2026 Jul 08, 2026
MML INVESTORS SERVICES, LLC History No change 9,902 1,821 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 07, 2026
Corsicana & Co. History No change 9,740 1,791 0.87% 0.87% 123 0 0.0% Q2 2026 Jul 24, 2026
ALTFEST L J & CO INC History No change 9,722 1,788 0.17% 0.17% 124 0 0.0% Q2 2026 Jul 30, 2026
MAI Capital Management History No change 9,692 1,782 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 9,642 1,773 0.01% 0.01% 126 0 0.0% Q2 2026 Jul 27, 2026
Aprio Wealth Management, LLC History No change 9,378 1,725 0.09% 0.09% 127 0 0.0% Q2 2026 Jul 24, 2026
RCW Management, LLC History No change 9,342 1,718 1.54% 1.54% 128 0 0.0% Q2 2026 Jul 21, 2026
CITIGROUP INC History No change 9,278 1,706 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 03, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 9,263 1,703 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 10, 2026
CX Institutional History Added to 8,792 1,676 0.05% 0.05% 131 +140 1.62% Q3 2026 Oct 02, 2026
Dakota Wealth Management History No change 9,079 1,670 0.03% 0.03% 132 0 0.0% Q2 2026 Aug 07, 2026
Robertson Stephens Wealth Management, LLC History No change 9,031 1,661 0.04% 0.04% 133 0 0.0% Q2 2026 Jul 29, 2026
BAILARD, INC. History No change 9,003 1,656 0.03% 0.03% 134 0 0.0% Q2 2026 Jul 30, 2026
Heritage Trust Co History No change 8,996 1,654 0.14% 0.14% 135 0 0.0% Q2 2026 Aug 06, 2026
BlackRock, Inc. History No change 8,970 1,650 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 8,828 1,623 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 8,772 1,613 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 8,453 1,554 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 05, 2026
SYON CAPITAL LLC History No change 8,251 1,517 0.07% 0.07% 140 0 0.0% Q2 2026 Aug 14, 2026
White Lighthouse Investment Management Inc. History No change 8,229 1,513 0.19% 0.19% 141 0 0.0% Q2 2026 Aug 04, 2026
One Charles Private Wealth Services, LLC History No change 8,167 1,502 0.35% 0.35% 142 0 0.0% Q2 2026 Jul 15, 2026
Hershey Financial Advisers, LLC History No change 8,138 1,497 1.08% 1.08% 143 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 8,109 1,491 0.07% 0.07% 144 0 0.0% Q2 2026 Aug 10, 2026
HRT FINANCIAL LP History No change 8,088 1,487 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 8,076 1,485 0.04% 0.04% 146 0 0.0% Q2 2026 Aug 13, 2026
Aspen Investment Management Inc History No change 8,027 1,477 0.4% 0.4% 147 0 0.0% Q2 2026 Jul 17, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 7,917 1,456 0.06% 0.06% 148 0 0.0% Q2 2026 Aug 06, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 7,841 1,442 0.02% 0.02% 149 0 0.0% Q2 2026 Jul 28, 2026
Csenge Advisory Group History No change 7,771 1,429 0.06% 0.06% 150 0 0.0% Q2 2026 Aug 10, 2026
CVA Family Office, LLC History No change 7,702 1,416 0.13% 0.13% 151 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Partners, LTD. History No change 7,653 1,407 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 7,574 1,393 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Bigelow Investment Advisors, LLC History No change 7,486 1,377 0.5% 0.5% 154 0 0.0% Q2 2026 Jul 30, 2026
First Citizens Financial Corp History No change 7,207 1,373 0.58% 0.55% 155 0 0.0% Q3 2026 Oct 02, 2026
NWAM LLC History No change 7,072 1,300 0.06% 0.06% 156 0 0.0% Q2 2026 Jul 23, 2026
Idaho Trust Co History No change 7,034 1,293 0.38% 0.38% 157 0 0.0% Q2 2026 Aug 06, 2026
Valeo Financial Advisors, LLC History Reduced 6,759 1,288 0.03% 0.03% 158 -654 -8.82% Q3 2026 Oct 08, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 6,952 1,278 0.32% 0.32% 159 0 0.0% Q2 2026 Jul 23, 2026
GTS SECURITIES LLC History No change 6,930 1,274 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 14, 2026
Triangle Securities Wealth Management History No change 6,723 1,236 0.25% 0.25% 161 0 0.0% Q2 2026 Jul 14, 2026
&PARTNERS History No change 6,653 1,223 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 14, 2026
Crown Wealth Group, LLC History No change 6,576 1,209 0.31% 0.31% 163 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 6,560 1,207 0.05% 0.05% 164 0 0.0% Q2 2026 Aug 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 6,352 1,168 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 07, 2026
Financial & Tax Architects, LLC History No change 6,264 1,152 0.24% 0.24% 166 0 0.0% Q2 2026 Jul 23, 2026
KDK Private Wealth Management, LLC History No change 6,246 1,149 0.95% 0.95% 167 0 0.0% Q2 2026 Aug 12, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 6,200 1,140 0.09% 0.09% 168 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 6,202 1,140 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 05, 2026
NorthCrest Asset Manangement, LLC History No change 5,987 1,135 0.03% 0.03% 170 0 0.0% Q2 2026 Jul 15, 2026
Concurrent Investment Advisors, LLC History No change 6,089 1,120 0.01% 0.01% 171 0 0.0% Q2 2026 Jul 27, 2026
Retirement Planning Group, LLC History No change 5,945 1,093 0.03% 0.03% 172 0 0.0% Q2 2026 Aug 05, 2026
LPWM LLC History No change 5,912 1,087 0.24% 0.24% 173 0 0.0% Q2 2026 Jul 24, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,862 1,078 0.01% 0.01% 174 0 0.0% Q2 2026 Jul 23, 2026
Prospera Financial Services Inc History No change 5,852 1,076 0.02% 0.02% 175 0 0.0% Q2 2026 Jul 15, 2026
Gotham Asset Management, LLC History No change 5,764 1,060 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
CHATHAM CAPITAL GROUP, INC. History No change 5,739 1,055 0.13% 0.13% 177 0 0.0% Q2 2026 Jul 10, 2026
Stonebridge Financial Planning Group, LLC History No change 5,681 1,045 0.33% 0.33% 178 0 0.0% Q2 2026 Jul 31, 2026
RFG Advisory, LLC History No change 5,622 1,034 0.02% 0.02% 179 0 0.0% Q2 2026 Jul 15, 2026
RBA Wealth Management, LLC History No change 5,619 1,033 0.38% 0.38% 180 0 0.0% Q2 2026 Jul 23, 2026
Tower Research Capital LLC (TRC) History No change 5,460 1,004 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 11, 2026
BTG Pactual Asset Management US LLC History No change 5,452 1,002 0.06% 0.06% 182 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 5,429 998 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 13, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 5,363 986 0.16% 0.16% 184 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 5,268 968 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 06, 2026
Caprock Group, LLC History No change 5,267 968 0.02% 0.02% 186 0 0.0% Q2 2026 Jul 27, 2026
Institute for Wealth Management, LLC. History No change 5,046 928 0.08% 0.08% 187 0 0.0% Q2 2026 Jul 28, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 4,964 913 0.4% 0.4% 188 0 0.0% Q2 2026 Jul 28, 2026
Independent Advisor Alliance History No change 4,884 898 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 12, 2026
HANOVER ADVISORS INC History No change 4,849 891 0.32% 0.32% 190 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 4,800 882 0.07% 0.07% 191 0 0.0% Q2 2026 Jul 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 4,769 881 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 07, 2026
Kesler, Norman & Wride, LLC History No change 4,768 877 0.14% 0.14% 193 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 4,757 875 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth Management, LLC History No change 4,708 866 0.04% 0.04% 195 0 0.0% Q2 2026 Jul 22, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 4,534 834 0.23% 0.23% 196 0 0.0% Q2 2026 Jul 23, 2026
Advisory Services Network, LLC History No change 4,497 827 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 12, 2026
SAXON INTERESTS, INC. History No change 4,478 823 0.23% 0.23% 198 0 0.0% Q2 2026 Aug 12, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 4,405 810 0.02% 0.02% 199 0 0.0% Q2 2026 Jul 31, 2026
Jacobs Equity LLC History No change 4,281 787 0.54% 0.54% 200 0 0.0% Q2 2026 Aug 14, 2026
City Center Advisors, LLC History Reduced 4,109 783 0.6% 0.86% 201 -1,659 -28.76% Q3 2026 Oct 07, 2026
Peoples Bank/KS History Reduced 4,085 778 0.76% 0.75% 202 -95 -2.27% Q3 2026 Oct 09, 2026
Wealthspire Retirement, LLC History No change 4,216 775 0.04% 0.04% 203 0 0.0% Q2 2026 Aug 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 4,203 773 0.03% 0.03% 204 0 0.0% Q2 2026 Jul 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 4,055 745 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 4,001 739 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 4,037 735 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,037 735 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 29, 2026
Simmons Bank History No change 3,920 721 0.04% 0.04% 209 0 0.0% Q2 2026 Jul 31, 2026
DT Investment Partners, LLC History No change 3,919 720 0.05% 0.05% 210 0 0.0% Q2 2026 Jul 27, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,867 711 0.0% 0.0% 211 0 0.0% Q2 2026 Sep 23, 2026
Timbuktu Capital Management, LLC History No change 3,867 711 1.07% 1.07% 212 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 3,865 710 0.01% 0.01% 213 0 0.0% Q2 2026 Jul 15, 2026
Modera Wealth Management, LLC History No change 3,850 708 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 03, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,795 698 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 11, 2026
Baker Avenue Asset Management, LP History No change 3,786 696 0.01% 0.01% 216 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 3,780 695 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,754 690 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 20, 2026
Beckerman Institutional, LLC History No change 3,707 681 0.32% 0.32% 219 0 0.0% Q2 2026 Aug 11, 2026
Gateway Wealth Partners, LLC History No change 3,686 678 0.04% 0.04% 220 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Reduced 3,508 668 0.0% 0.01% 221 -1,042 -22.9% Q3 2026 Oct 08, 2026
Financial Engines Advisors L.L.C. History No change 3,565 655 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 14, 2026
Evolution Wealth Advisors, LLC History No change 3,551 653 0.08% 0.08% 223 0 0.0% Q2 2026 Jul 29, 2026
Checchi Capital Advisers, LLC History No change 3,537 650 0.03% 0.03% 224 0 0.0% Q2 2026 Aug 04, 2026
WARNER FINANCIAL, INC History No change 3,525 648 0.19% 0.19% 225 0 0.0% Q2 2026 Jul 09, 2026
Cresset Asset Management, LLC History No change 3,481 640 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 3,328 612 0.04% 0.04% 227 0 0.0% Q2 2026 Aug 14, 2026
PCG ASSET MANAGEMENT, LLC History No change 3,328 612 0.44% 0.44% 228 0 0.0% Q2 2026 Jul 27, 2026
Mainstream Capital Management LLC History No change 3,304 607 0.37% 0.37% 229 0 0.0% Q2 2026 Jul 15, 2026
EASTERN BANK History Added to 3,178 605 0.01% 0.01% 230 +200 6.72% Q3 2026 Oct 05, 2026
Sigma Planning Corp History No change 3,201 588 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 07, 2026
Tudor Financial Inc. History No change 3,196 587 0.26% 0.26% 232 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 3,187 586 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Advisors, LLC History No change 3,115 572 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 06, 2026
AlphaStar Capital Management, LLC History No change 3,085 567 0.04% 0.04% 235 0 0.0% Q2 2026 Jul 30, 2026
Missouri Trust & Investment Co History No change 3,110 565 0.15% 0.15% 236 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History No change 3,048 560 0.01% 0.01% 237 0 0.0% Q2 2026 Jul 28, 2026
BRIGHTON JONES LLC History No change 3,038 558 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 11, 2026
Global Financial Private Client, LLC History No change 3,003 552 0.15% 0.15% 239 0 0.0% Q2 2026 Jul 20, 2026
Dynamic Advisor Solutions LLC History No change 2,979 548 0.02% 0.02% 240 0 0.0% Q2 2026 Jul 07, 2026
Mittelman Wealth Management History No change 2,899 533 0.35% 0.35% 241 0 0.0% Q2 2026 Aug 06, 2026
Bragg Financial Advisors, Inc History No change 2,897 532 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 12, 2026
BBR PARTNERS, LLC History No change 2,876 529 0.02% 0.02% 243 0 0.0% Q2 2026 Aug 11, 2026
Clark Capital Management Group, Inc. History No change 2,863 526 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 2,791 513 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 2,784 512 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 2,761 508 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 2,685 493 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 17, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 2,663 489 0.1% 0.1% 249 0 0.0% Q2 2026 Jul 22, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,650 487 0.01% 0.01% 250 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone National Bank & Trust Co History No change 2,580 487 0.16% 0.16% 251 0 0.0% Q2 2026 Jul 21, 2026
HUNTINGTON NATIONAL BANK History No change 2,628 483 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 2,591 476 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 2,584 475 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 2,582 474 0.02% 0.02% 255 0 0.0% Q2 2026 Aug 07, 2026
EP Wealth Advisors, LLC History No change 2,575 473 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 2,555 469 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 2,523 464 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 18, 2026
Maltin Wealth Management, Inc. History No change 2,527 464 0.16% 0.16% 259 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 2,453 451 0.03% 0.03% 260 0 0.0% Q2 2026 Aug 05, 2026
One Capital Management, LLC History No change 2,500 449 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 13, 2026
Sanchez Gaunt Capital Management, LLC History No change 2,443 449 0.25% 0.25% 262 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 2,430 446 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 28, 2026
Rothschild Wealth LLC History No change 2,415 444 0.04% 0.04% 264 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 2,409 443 0.0% 0.0% 265 0 0.0% Q2 2026 Jul 20, 2026
SageGuard Financial Group, LLC History No change 2,409 443 0.06% 0.06% 266 0 0.0% Q2 2026 Jul 27, 2026
Simplicity Wealth,LLC History No change 2,375 436 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 06, 2026
Kathmere Capital Management, LLC History No change 2,365 435 0.02% 0.02% 268 0 0.0% Q2 2026 Jul 29, 2026
STEPHENS INC /AR/ History No change 2,348 431 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 8,174 430 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 15, 2026
INGALLS & SNYDER LLC History No change 2,315 426 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 14, 2026
VSM Wealth Advisory, LLC History No change 2,277 418 0.11% 0.11% 272 0 0.0% Q2 2026 Jul 22, 2026
CONDOR CAPITAL MANAGEMENT History No change 2,264 416 0.03% 0.03% 273 0 0.0% Q2 2026 Aug 12, 2026
Coppell Advisory Solutions LLC History No change 2,527 411 0.03% 0.03% 274 0 0.0% Q2 2026 Aug 14, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 2,216 407 0.17% 0.17% 275 0 0.0% Q2 2026 Aug 11, 2026
Yoder Wealth Management, Inc. History No change 2,203 405 0.16% 0.16% 276 0 0.0% Q2 2026 Jul 22, 2026
M.E. ALLISON & CO., INC. History No change 2,116 403 0.23% 0.22% 277 0 0.0% Q3 2026 Oct 08, 2026
Brookwood Investment Group LLC History No change 2,193 403 0.05% 0.05% 278 0 0.0% Q2 2026 Jul 23, 2026
Point72 Asset Management, L.P. History No change 2,182 401 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,169 398 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 2,161 397 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 11, 2026
Capital Group Private Client Services, Inc. History No change 2,143 394 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Advisors, LLC History No change 2,106 387 0.17% 0.17% 283 0 0.0% Q2 2026 Aug 14, 2026
Abbot Financial Management, Inc. History No change 2,075 381 0.13% 0.13% 284 0 0.0% Q2 2026 Aug 06, 2026
GLENMEDE TRUST CO NA History No change 2,032 373 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 10, 2026
Blue Fin Capital, Inc. History No change 2,023 372 0.05% 0.05% 286 0 0.0% Q2 2026 Aug 04, 2026
McCollum Christoferson Group LLC History No change 2,005 368 0.11% 0.11% 287 0 0.0% Q2 2026 Jul 13, 2026
Tradition Wealth Management, LLC History No change 2,000 367 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 1,986 365 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 11, 2026
Essex LLC History No change 1,982 364 0.06% 0.06% 290 0 0.0% Q2 2026 Jul 24, 2026
CGN Advisors LLC History No change 1,969 362 0.03% 0.03% 291 0 0.0% Q2 2026 Jul 06, 2026
Boltwood Capital Management History Reduced 1,895 361 0.08% 0.08% 292 -32 -1.66% Q3 2026 Oct 02, 2026
WEALTH ALLIANCE, LLC History No change 1,950 358 0.03% 0.03% 293 0 0.0% Q2 2026 Aug 11, 2026
Meeder Advisory Services, Inc. History No change 1,937 356 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History No change 1,935 355 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD SECURITIES, INC. History No change 1,922 353 0.02% 0.02% 296 0 0.0% Q2 2026 Jul 15, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 1,920 353 0.05% 0.05% 297 0 0.0% Q2 2026 Jul 21, 2026
Savant Capital, LLC History No change 1,936 352 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 1,912 351 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 13, 2026
IVC Wealth Advisors LLC History No change 1,903 349 0.14% 0.14% 300 0 0.0% Q2 2026 Jul 14, 2026
WATERS PARKERSON & CO., LLC History No change 1,866 343 0.02% 0.02% 301 0 0.0% Q2 2026 Jul 30, 2026
Callahan Advisors, LLC History No change 1,850 340 0.03% 0.03% 302 0 0.0% Q2 2026 Aug 03, 2026
Prestige Wealth Management Group LLC History No change 1,842 338 0.06% 0.06% 303 0 0.0% Q2 2026 Aug 14, 2026
Peterson Wealth Advisors, LLC History Added to 1,770 337 0.04% 0.04% 304 +3 0.17% Q3 2026 Oct 08, 2026
North Forty Two & Co. History No change 1,809 332 0.28% 0.28% 305 0 0.0% Q2 2026 Jul 24, 2026
Empowered Funds, LLC History No change 1,800 331 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 1,798 330 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 04, 2026
COMMERCE BANK History No change 1,789 329 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 12, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 1,782 327 0.02% 0.02% 309 0 0.0% Q2 2026 Jul 28, 2026
JM2 Capital Inc. History No change 1,775 326 0.22% 0.22% 310 0 0.0% Q2 2026 Jul 21, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 1,801 324 0.04% 0.04% 311 0 0.0% Q2 2026 Aug 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 1,756 323 0.01% 0.01% 312 0 0.0% Q2 2026 Jul 17, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 1,678 319 0.07% 0.06% 313 0 0.0% Q3 2026 Oct 05, 2026
Blackston Financial Advisory Group, LLC History No change 1,734 318 0.18% 0.18% 314 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 1,719 316 0.02% 0.02% 315 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,710 314 0.06% 0.06% 316 0 0.0% Q2 2026 Jul 23, 2026
Harbor Asset Planning, Inc. History No change 1,695 311 0.23% 0.23% 317 0 0.0% Q2 2026 Jul 22, 2026
Spire Wealth Management History No change 1,688 310 0.01% 0.01% 318 0 0.0% Q2 2026 Jul 15, 2026
Goelzer Investment Management, Inc. History No change 1,685 309 0.01% 0.01% 319 0 0.0% Q2 2026 Jul 14, 2026
CAPITAL MANAGEMENT CORP /VA History No change 1,650 303 0.05% 0.05% 320 0 0.0% Q2 2026 Jul 29, 2026
AdvisorNet Financial, Inc History No change 1,645 302 0.01% 0.01% 321 0 0.0% Q2 2026 Jul 23, 2026
Clear Retirement Advice LLC History No change 1,635 300 0.21% 0.21% 322 0 0.0% Q2 2026 Jul 15, 2026
SWMG, LLC History No change 1,566 299 0.07% 0.07% 323 0 0.0% Q2 2026 Jul 15, 2026
Daybright Advisory Services, Inc. History No change 1,649 299 0.07% 0.07% 324 0 0.0% Q2 2026 Aug 04, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,613 296 0.07% 0.07% 325 0 0.0% Q2 2026 Jul 08, 2026
Arkadios Wealth Advisors History No change 1,604 295 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 1,606 295 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 03, 2026
Chevy Chase Trust Holdings, LLC History No change 1,600 294 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 14, 2026
RPG Investment Advisory, LLC History No change 1,561 287 0.03% 0.03% 329 0 0.0% Q2 2026 Aug 04, 2026
Gladstone Institutional Advisory LLC History No change 1,561 287 0.01% 0.01% 330 0 0.0% Q2 2026 Jul 27, 2026
Thomasville National Bank History No change 1,548 284 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 20, 2026
Americana Partners, LLC History No change 1,525 280 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 05, 2026
Modern Wealth Management, LLC History No change 1,517 278 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 1,502 276 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 04, 2026
Vickerman Investment Advisors, Inc. History No change 1,472 270 0.05% 0.05% 335 0 0.0% Q2 2026 Aug 13, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 1,467 269 0.13% 0.13% 336 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 1,453 267 0.01% 0.01% 337 0 0.0% Q2 2026 Jul 30, 2026
Hoxton Planning & Management, LLC History No change 1,448 266 0.07% 0.07% 338 0 0.0% Q2 2026 Jul 16, 2026
LJI Wealth Management, LLC History No change 1,438 264 0.04% 0.04% 339 0 0.0% Q2 2026 Jul 31, 2026
Beacon Pointe Advisors, LLC History No change 1,422 261 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 18, 2026
WHITTIER TRUST CO History No change 1,374 259 0.0% 0.0% 341 0 0.0% Q2 2026 Jul 27, 2026
GeoWealth Management, LLC History No change 1,413 259 0.01% 0.01% 342 0 0.0% Q2 2026 Jul 30, 2026
Hills Bank & Trust Co History No change 1,398 257 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Financial Group, LLC/CA History No change 1,398 257 0.04% 0.04% 344 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 1,396 256 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 1,391 255 0.02% 0.02% 346 0 0.0% Q2 2026 Jul 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 1,380 253 0.0% 0.0% 347 0 0.0% Q2 2026 Jul 28, 2026
Tiller Private Wealth, Inc. History No change 1,370 252 0.08% 0.08% 348 0 0.0% Q2 2026 Jul 24, 2026
Mission Creek Capital Partners, Inc. History No change 1,360 250 0.04% 0.04% 349 0 0.0% Q2 2026 Aug 14, 2026
Insight Advisors, LLC/ PA History No change 1,345 247 0.04% 0.04% 350 0 0.0% Q2 2026 Aug 05, 2026
Olistico Wealth, LLC History No change 1,300 247 0.1% 0.1% 351 0 0.0% Q3 2026 Oct 05, 2026
INSTRUMENTAL WEALTH, LLC History No change 1,336 245 0.12% 0.12% 352 0 0.0% Q2 2026 Jul 16, 2026
Center For Asset Management LLC History No change 1,323 243 0.11% 0.11% 353 0 0.0% Q2 2026 Jul 27, 2026
Schrum Private Wealth Management LLC History No change 1,743 240 0.25% 0.25% 354 0 0.0% Q2 2026 Aug 10, 2026
BEACON FINANCIAL PLANNING, INC History No change 1,310 240 0.08% 0.08% 355 0 0.0% Q2 2026 Aug 06, 2026
Johnson Financial Group, LLC History No change 1,299 238 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 06, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 1,292 237 0.03% 0.03% 357 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 1,281 235 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 1,264 232 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 11, 2026
NWF Advisory Services Inc. History No change 1,249 229 0.02% 0.02% 360 0 0.0% Q2 2026 Jul 29, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 1,244 228 0.09% 0.09% 361 0 0.0% Q2 2026 Jul 30, 2026
Betterment LLC History No change 1,233 227 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 14, 2026
Howard Capital Management, LLC History No change 1,238 227 0.0% 0.0% 363 0 0.0% Q2 2026 Jul 28, 2026
Archford Capital Strategies, LLC History No change 1,227 225 0.02% 0.02% 364 0 0.0% Q2 2026 Jul 17, 2026
Aspire Growth Partners LLC History No change 1,203 221 0.13% 0.13% 365 0 0.0% Q2 2026 Jul 29, 2026
Texas Yale Capital Corp. History No change 1,200 220 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,163 220 0.03% 0.03% 367 0 0.0% Q2 2026 Aug 12, 2026
Advisor Resource Council History No change 1,161 219 0.06% 0.06% 368 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 1,188 218 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 12, 2026
Trexquant Investment LP History No change 1,173 215 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 14, 2026
Global Wealth Management, LLC History No change 1,173 215 0.11% 0.11% 371 0 0.0% Q2 2026 Jul 20, 2026
River Wealth Advisors LLC History No change 1,150 211 0.02% 0.02% 372 0 0.0% Q2 2026 Aug 04, 2026
Advantage Trust Co History No change 1,143 210 0.07% 0.07% 373 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 1,138 209 0.01% 0.01% 374 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 1,146 207 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 13, 2026
TAGStone Capital, Inc. History No change 1,125 206 0.07% 0.07% 376 0 0.0% Q2 2026 Aug 11, 2026
USA FINANCIAL FORMULAS History No change 1,107 203 0.04% 0.04% 377 0 0.0% Q2 2026 Aug 04, 2026
Rare Wolf Capital LLC History No change 1,107 203 0.13% 0.13% 378 0 0.0% Q2 2026 Jul 23, 2026
S&A Financial Services, Inc. History No change 1,107 203 0.12% 0.12% 379 0 0.0% Q2 2026 Jul 27, 2026
Mosley Wealth Management History No change 1,095 201 0.06% 0.06% 380 0 0.0% Q2 2026 Jul 23, 2026
Bullock Wealth Management Group History Added to 1,048 198 0.08% 0.09% 381 +2 0.19% Q3 2026 Oct 09, 2026
Millstone Evans Group, LLC History No change 1,032 189 0.1% 0.1% 382 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 1,003 184 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 14, 2026
Windsor Advisory Group, LLC History No change 1,000 183 0.13% 0.13% 384 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 969 178 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 958 176 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 935 171 0.0% 0.0% 387 0 0.0% Q2 2026 Jul 20, 2026
Aptus Capital Advisors, LLC History No change 920 169 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History No change 871 160 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 873 160 0.03% 0.03% 390 0 0.0% Q2 2026 Jul 20, 2026
Johnson Financial Group, Inc. History No change 856 157 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 10, 2026
First PREMIER Bank History No change 849 156 0.03% 0.03% 392 0 0.0% Q2 2026 Jul 15, 2026
Rossby Financial, LCC History No change 771 141 0.03% 0.03% 393 0 0.0% Q2 2026 Aug 04, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 746 137 0.03% 0.03% 394 0 0.0% Q2 2026 Jul 15, 2026
Tanglewood Legacy Advisors, LLC History No change 730 134 0.04% 0.04% 395 0 0.0% Q2 2026 Aug 10, 2026
FIRST HORIZON CORP History No change 702 129 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 20, 2026
PRIVATE TRUST CO NA History No change 610 112 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 28, 2026
UNION SAVINGS BANK History No change 565 103 0.04% 0.04% 398 0 0.0% Q2 2026 Jul 23, 2026
Cassaday & Co Wealth Management LLC History No change 556 102 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 513 94 0.0% 0.0% 400 0 0.0% Q2 2026 Jul 23, 2026
ASHTON THOMAS SECURITIES, LLC History No change 511 93 0.01% 0.01% 401 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 509 93 0.02% 0.02% 402 0 0.0% Q2 2026 Jul 23, 2026
FRANKLIN RESOURCES INC History No change 505 92 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 471 86 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 04, 2026
MV CAPITAL MANAGEMENT, INC. History No change 453 83 0.01% 0.01% 405 0 0.0% Q2 2026 Jul 30, 2026
HORIZON BANCORP INC /IN/ History No change 428 79 0.04% 0.04% 406 0 0.0% Q2 2026 Aug 04, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 424 77 0.0% 0.0% 407 0 0.0% Q2 2026 Jul 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 413 75 0.01% 0.01% 408 0 0.0% Q2 2026 Jul 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 401 74 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 393 72 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 14, 2026
Integrity Financial Corp /WA History No change 382 70 0.03% 0.03% 411 0 0.0% Q2 2026 Jul 31, 2026
Key FInancial Inc History No change 374 68 0.01% 0.01% 412 0 0.0% Q2 2026 Jul 24, 2026
Medallion Wealth Advisors, LLC History No change 370 68 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History No change 354 67 0.01% 0.01% 414 0 0.0% Q3 2026 Oct 01, 2026
IFG Advisory, LLC History No change 362 66 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 346 65 0.0% 0.0% 416 0 0.0% Q3 2026 Oct 08, 2026
GHP Investment Advisors, Inc. History No change 345 63 0.0% 0.0% 417 0 0.0% Q2 2026 Jul 17, 2026
Salomon & Ludwin, LLC History No change 333 62 0.01% 0.01% 418 0 0.0% Q2 2026 Aug 07, 2026
Whipplewood Advisors, LLC History No change 330 60 0.04% 0.04% 419 0 0.0% Q2 2026 Jul 27, 2026
EverSource Wealth Advisors, LLC History No change 321 59 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 317 58 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 317 58 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 06, 2026
Vanguard National Trust Co History No change 316 58 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 298 55 0.01% 0.01% 424 0 0.0% Q2 2026 Jul 30, 2026
Realta Investment Advisors History No change 292 53 0.02% 0.02% 425 0 0.0% Q2 2026 Jul 20, 2026
AMERIFLEX GROUP, INC. History No change 290 53 0.02% 0.02% 426 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 288 52 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 11, 2026
OBSIDIAN CIO, LLC History No change 273 50 0.04% 0.04% 428 0 0.0% Q2 2026 Aug 03, 2026
Rosenberg Matthew Hamilton History No change 255 48 0.01% 0.01% 429 0 0.0% Q3 2026 Oct 05, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 232 44 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 27, 2026
Highland Investment Advisors LLC History No change 243 44 0.02% 0.02% 431 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 231 42 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 06, 2026
Turtle Creek Wealth Advisors, LLC History No change 229 42 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 27, 2026
Vermillion Wealth Management, Inc. History No change 222 40 0.01% 0.01% 434 0 0.0% Q2 2026 Jul 15, 2026
SBI Securities Co., Ltd. History No change 211 38 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 22, 2026
Atomic Invest LLC History No change 202 37 0.0% 0.0% 436 0 0.0% Q2 2026 Sep 25, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 200 36 0.0% 0.0% 437 0 0.0% Q2 2026 Jul 28, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 200 36 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 194 36 0.0% 0.0% 439 0 0.0% Q2 2026 Jul 22, 2026
Glassman Wealth Services History No change 192 35 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 05, 2026
Harborfront Financial Group LLC History No change 193 35 0.13% 0.13% 441 0 0.0% Q2 2026 Aug 07, 2026
Armor Investment Advisors, LLC History No change 185 34 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 04, 2026
City State Bank History No change 185 34 0.01% 0.01% 443 0 0.0% Q2 2026 Jul 14, 2026
Cherry Tree Wealth Management, LLC History No change 188 34 0.01% 0.01% 444 0 0.0% Q2 2026 Sep 15, 2026
Tripletail Wealth Management, LLC History No change 182 34 0.04% 0.04% 445 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 180 33 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 07, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 184 33 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 11, 2026
Colonial Trust Co / SC History No change 175 32 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 11, 2026
Hanson & Doremus Investment Management History No change 166 31 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 29, 2026
Capital Analysts, LLC History No change 151 28 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 05, 2026
NFSG Corp History No change 154 28 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 14, 2026
Main Street Group, LTD History No change 155 28 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 13, 2026
Godfrey Financial Associates, Inc. History No change 154 28 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 11, 2026
ST GERMAIN D J CO INC History No change 145 26 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 145 26 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 07, 2026
Strengthening Families & Communities, LLC History No change 146 26 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 11, 2026
Monetary Solutions, Ltd History No change 135 24 0.02% 0.02% 457 0 0.0% Q2 2026 Jul 23, 2026
Clark Wealth Partners History No change 127 23 0.01% 0.01% 458 0 0.0% Q2 2026 Jul 28, 2026
Field & Main Bank History No change 125 22 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 19, 2026
Luken Investment Analytics, LLC History No change 120 22 0.01% 0.01% 460 0 0.0% Q2 2026 Jul 28, 2026
Caldwell Trust Co History No change 116 21 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 03, 2026
Davis Capital Management History No change 108 20 0.01% 0.01% 462 0 0.0% Q3 2026 Oct 08, 2026
Smartleaf Asset Management LLC History No change 106 19 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 12, 2026
Bank of New Hampshire History New 99 18 0.0% — 466 +99 New Q3 2026 Oct 06, 2026
Westside Investment Management, Inc. History No change 100 18 0.0% 0.0% 464 0 0.0% Q2 2026 Jul 27, 2026
Buck Wealth Strategies, LLC History No change 98 18 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Partners, Ltd. History No change 88 16 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 75 14 0.0% 0.0% 468 0 0.0% Q2 2026 Jul 27, 2026
Copia Wealth Management History No change 75 13 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 17, 2026
LANARK FINANCIAL, INC. History No change 68 12 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 21, 2026
Private Wealth Asset Management, LLC History No change 69 12 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 11, 2026
Lodestone Wealth Management LLC History No change 66 12 0.0% 0.0% 472 0 0.0% Q2 2026 Jul 23, 2026
CITY HOLDING CO History No change 60 11 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 10, 2026
HOWE & RUSLING INC History No change 61 11 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 10, 2026
MONETARY MANAGEMENT GROUP INC History No change 60 11 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 12, 2026
Hartford Financial Management Inc. History No change 65 11 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 23, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 64 11 0.0% 0.0% 477 0 0.0% Q2 2026 Jul 08, 2026
Westfuller Advisors, LLC History No change 62 11 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 29, 2026
Nemes Rush Group LLC History No change 56 10 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 50 9 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 27, 2026
TIAA Wealth Investment Management LLC History No change 52 9 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 10, 2026
SouthState Bank Corp History No change 40 7 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 06, 2026
Mascoma Wealth Management LLC History No change 39 7 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 24, 2026
Abound Wealth Management History No change 29 5 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 10, 2026
Signature Equity Partners, LLC History No change 29 5 0.0% 0.0% 485 0 0.0% Q2 2026 Jul 30, 2026
Capital Investment Advisory Services, LLC History No change 22 4 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 23, 2026
Financial Network Wealth Advisors LLC History No change 22 4 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 29, 2026
Hilton Head Capital Partners, LLC History No change 23 4 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 27, 2026
Horizon Investments, LLC History No change 20 3 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 18 3 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 03, 2026
Russell Investments Group, Ltd. History No change 19 3 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 17 3 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 29, 2026
Tidemark, LLC History No change 18 3 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisor Network LLC History No change 20 3 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 13 2 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 20, 2026
MCF Advisors LLC History No change 16 2 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 12, 2026
Trust Co History No change 11 2 0.0% 0.0% 497 0 0.0% Q3 2026 Oct 09, 2026
WEST PACES ADVISORS INC. History No change 15 2 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 17, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 14 2 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 21, 2026
VANGUARD ADVISERS INC History No change 7 1 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 10 1 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL CONSULATE, INC History No change 8 1 0.0% 0.0% 502 0 0.0% Q2 2026 Jul 23, 2026
Founders Capital Management History No change 10 1 0.0% 0.0% 503 0 0.0% Q2 2026 Jul 21, 2026
LifeSteps Financial, Inc. History No change 10 1 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 17, 2026
Blue Trust, Inc. History No change 9 1 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 21, 2026
Gould Capital, LLC History No change 9 1 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 07, 2026
Aventura Private Wealth, LLC History No change 9 1 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 15, 2026
DOLIVER ADVISORS, LP History Closed out 0 0 — 0.21% — -5,059 -100.0% Q3 2026 Oct 01, 2026
Financial Gravity Companies, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Archer Investment Corp History No change 5 0 — — — 0 0.0% Q2 2026 Aug 03, 2026